2022-07-25T14:29:46-05:00 2021-09-30 953001179 Windes Inc PO BOX 87 LONG BEACH CA 908010087 990 2020-10-01 954375022 CALSTART Inc CALS 6267445600 48 S Chester Ave Pasadena CA 91106 Piero Stillitano CFO 6267445600 2022-07-18 1 Piero Stillitano 953001179 Donita M Joseph P00286656 5624351191 2022-07-11 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z John Boesel 48 S Chester Ave Pasadena CA 91106 103313426 0 X www.calstart.org X 1992 CA See Schedule O.CALSTART catalyzes U.S. and global zero-emissions transportation solutions to support economic growth and equitable outcomes for all. 12 11 85 15 0 0 123322085 103294692 0 0 2443 341 51638 18393 123376166 103313426 0 0 0 0 7815095 9764435 0 0 0 114418953 92904687 122234048 102669122 1142118 644304 40049083 45392493 32878451 37577557 7170632 7814936 X See Schedule O.CALSTART is a nonprofit organization working nationally and internationally with businesses and governments to develop clean, efficient zero-emission transportation solutions that support climate change mitigation, clean air, and economic growth. CALSTART is a collaborative that connects companies, government agencies and communities and helps them effectively transition to zero-emissions. From technology firms to transit operators and from vehicle manufacturers to research institutions, we connect every element of the clean transportation sector, offering services, information, and programming. 0 0 94398336 94986774 Enabling Fleet Transformation - CALSTART designs, leads and manages zero-emission vehicle and infrastructure incentive programs for state and local governments while building capabilities for public and private fleet managers and sustainability professionals. In addition to $600M in truck incentive vouchers in California, CALSTART secured more than $1.1 million in new awards for zero-emissions bus technical assistance to northeast and midwest transit fleets. CALSTART supported policy work across the country for advanced clean truck regulation contributing to adoption in 5 states and supported passage of infrastructure investment and jobs act at the federal level. CALSTART's drive to zero program is a global initiative with currently 16 nations pledging to reach near- and zero-emission commercial vehicle goals. CALSTART also manages California's clean mobility options program, providing funding, education, and outreach for zero-emission multi-modal transportation options in underserved communities. 2808030 2726187 Technology Development and Demonstration Program - CALSTART remains the go-to leader in zero- and low-emission technology assessment, evaluation, and planning assistance. CALSTART serves as the medium- and heavy-duty vehicle advisor to the California Air Resources Board (CARB) and assists in development of its on-going Heavy Duty Investment Plan to meet 2030 climate and clean air objectives. CALSTART produces original and compiled research on industry and market dynamics and ways to accelerate transformation to provide accessible technical assistance, road-mapping and guidance. CALSTART works on a major 100 truck drayage pilot project funded by CARB and CEC (California Energy Commission), working as part of a team lead by South Coast Air Quality Management District. CALSTART received two major awards with the Los Angeles Department of Transportation and the City of Anaheim to help electrify their depots. We assisted transit properties in Santa Barbara and Porterville, CA to develop the charging operations, which include microgrids needed for their electric bus fleets. CALSTART partnered with East Bay Clean Energy for a blueprint for electric truck fleets in the region. We are tackling marine transportation by leading a $500,000 study on the design and feasibility of a fuel cell tugboat specifically designed for use at the Port of Los Angeles. 1038427 1029829 Serving Clean Transportation Champions - CALSTART's member services includes virtual and in-person gatherings. CALSTART provides a wide range of networking and strategic partnering opportunities for its 300 member companies and stakeholder organizations. They benefit from the unique research and analysis reports and have access to curated information about opportunities and industry trends in clean transportation. Through COVID-19 restrictions, CALSTART has maintained a strong connection to its members through virtual education and online workshops to ensure that clean fleet and technology efforts were not interrupted. 2778137 4551903 Other Program Services. 2778137 4551903 101022930 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 44 0 1 85 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X X Piero Stillitano 6267445600 48 S Chester Avenue Pasadena CA 91106 Scott Phillippi Director Thru 2/2021 1.00 X 0 0 0 Jack Broadbent Director Thru 12/2020 1.00 X 0 0 0 Nicole Faulk Director Thru 12/2020 1.00 X 0 0 0 Wayne Nastri Director Thru 12/2020 1.00 X 0 0 0 Chris Stoddart Director 1.00 X 0 0 0 Stephen Trichka Director 1.00 X 0 0 0 Cynthia Williams Director 1.00 X 0 0 0 Dawn Fenton Director 1.00 X 0 0 0 Yuri Freedman Director 1.00 X 0 0 0 Karen Hamberg Director 1.00 X 0 0 0 Colleen Jansen Director 1.00 X 0 0 0 Katie Sloan Director 1.00 X 0 0 0 Gary Horvat Director 1.00 X 0 0 0 Chelle Izzi Director 1.00 X 0 0 0 Michael McDonald Director 1.00 X 0 0 0 Bob Wyman Director 1.00 X 0 0 0 John Boesel President & CEO 40.00 X 333074 0 46404 Piero Stillitano Chief Financial Officer 40.00 X 224754 0 40933 William Van Ambrug Executive Vice President 40.00 X 234734 0 48097 Jasna Tomic Vice President 40.00 X 176574 0 35453 Cristiano Facanha Global Director, Drive to Zero 40.00 X 162741 0 22629 Fred R Silver Vice President 40.00 X 190199 0 42228 Larree Carnes-King Senior Director, People Operations 40.00 X 152402 0 26122 Maureen Marshall Midwest Regional Director 40.00 X 148055 0 47724 Alycia Gilde Senior Director 40.00 X 147235 0 30029 Ryan Schuchard Director, Innovative Mobility 40.00 X 134565 0 34662 1904333 0 374281 20 0 1 0 Tetra Tech Divisions 3475 East Foothill Boulevard Pasadena CA 91107 Subcontractor 1444253 US Hybrid Corporation 445 Maple Avenue Torrance CA 905033807 Subrecipient 886574 Shared Use Mobility Center 222 W Merchandise Mart Plaza Suit Chicago IL 60654 Subrecipient 842745 Achates Power Inc 4060 Sorrento Valley Blvd San Diego CA 92121 Subrecipient 521755 Global Environmental Products Inc 5405 Industrial Parkway San Bernardino CA 92407 Subcontractor 255000 11 813380 98972036 3509276 103294692 341 341 MISCELLANEOUS INCOME 900099 18393 18393 18393 103313426 0 0 18734 1439666 1439666 5539449 4450358 1089091 380209 361490 18719 1866682 1785685 80997 538429 516497 21932 51750 51750 118200 118200 1801776 1748636 53140 377056 248967 128089 206202 186305 19897 36676 32849 3827 134454 109673 24781 -10733 76718 -87451 97243 89464 7779 188017 120143 67874 Subrecipients/Subcont. 89372459 89372459 Telephone & Comm. 198330 165396 32934 Equipment Costs 178124 141218 36906 Other Expenses 155133 59206 95927 102669122 101022930 1646192 0 29042445 25503639 900 942 7453834 16234528 219136 390900 4505706 1255248 3321152 3250458 11616 12026 40049083 45392493 3991063 4081430 26884318 31653840 1749237 1682576 253833 159711 32878451 37577557 X 7170632 7814936 7170632 7814936 40049083 45392493 644304 0 X 0 1 X 1 1 1 X 33510734 35013299 58934317 123322082 103294692 354075124 33510734 35013299 58934317 123322082 103294692 354075124 354075124 42 154 994 2443 341 3974 50200 71590 30696 51638 18393 222517 354301615 51266 0.99940 0.99910 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 118200 118200 0 Part II-B, Line 1: CALSTART hired lobbyists to impact policies consistent with the CALSTART, Inc. mission. 1998656 1998656 2426849 1180647 1246202 80201 74601 5600 3250458 Interest Rate Swap Mark-to-Market 159711 159711 X 103313426 0 103313426 0 103313426 102669122 0 102669122 0 102669122 Part X, Line 2: FIN 48: CALSTART has evaluated its tax positions and the certainty as to whether those positions will be sustained in the event of any audit by taxing authorities at the federal and state levels. The primary tax positions evaluated relate to CALSTARTs continued qualification as a tax-exempt organization and whether there are unrelated business income activities that would be taxable. Management has determined that all income tax positions will more likely than not be sustained upon potential audit or examination; therefore, no disclosures of uncertain income tax positions are required. The statute of limitations for federal and California state purposes is generally three and four years, respectively. X X X X 0 0 0 0 0 0 0 0 0 John Boesel President & CEO 233074 0 100000 0 0 0 18761 0 27643 0 379478 0 0 0 William Van Ambrug Executive Vice President 179128 0 55606 0 0 0 14743 0 33354 0 282831 0 0 0 Piero Stillitano Chief Financial Officer 186015 0 38739 0 0 0 14905 0 26028 0 265687 0 0 0 Fred R Silver Vice President 146470 0 43729 0 0 0 12801 0 29427 0 232427 0 0 0 Jasna Tomic Vice President 139352 0 37222 0 0 0 13270 0 22183 0 212027 0 0 0 Maureen Marshall Midwest Regional Director 133340 0 14715 0 0 0 11496 0 36228 0 195779 0 0 0 Cristiano Facanha Global Director, Drive to Zero 147308 0 15433 0 0 0 13188 0 9441 0 185370 0 0 0 Larree Carnes-King Senior Director, People Operations 140037 0 12365 0 0 0 10470 0 15652 0 178524 0 0 0 Alycia Gilde Senior Director 133242 0 13993 0 0 0 12480 0 17549 0 177264 0 0 0 Ryan Schuchard Director, Innovative Mobility 123687 0 10878 0 0 0 9957 0 24705 0 169227 0 0 0 Form 990, Part VI, Section B, line 11b Describe the process the organization uses to review Form 990. CALSTART, Inc.'s outside tax preparers and finance staff prepare the Form 990 which is then reviewed and approved by the CALSTART Chief Financial Officer. The form is then sent to the the full board before mailing. Form 990, Part VI, Section B, line 12c Describe the process the organization uses to monitor and enforce compliance with the conflict of interest policy. CALSTART, Inc. requires all employees to disclose, at least annually, all sources of income from compensation or from ownership of every outside competing enterprise providing goods or services to CALSTART, Inc. in the last twelve months. In addition, each new board member receives a binder that includes the conflict of interest policy. Form 990, Part VI, Section B, line 15 Describe the process for determining compensation of the organization's officers or key employees. The board reviewed CALSTART Inc.'s CEO and CFO compensation and data of comparable compensation for similarly qualified nonprofit executives. Form 990, Part VI, Section C, line 19 Describe how the organization makes its governing documents, conflict of interest policy, and financial statements available to the public. Some or all of these items may be available as part of a grant application. However, there is no process for making these available to the public.