2022-11-15T09:22:33-06:00 2021-12-31 520982413 GROSS MENDELSOHN & ASSOCIATES PA 1801 PORTER STREET SUITE 500 BALTIMORE MD 21230 990 2021-01-01 260723041 THE GRIDWISE ALLIANCE INC GRID 2025309740 1800 M STREET NW S400 WASHINGTON DC 20036 KAREN WAYLAND CEO 2025309740 2022-11-15 1 KAREN WAYLAND 999009999 JENNIFER ROCK P01083312 4106855512 2022-11-15 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z KAREN WAYLAND 1800 M STREET NW S400 WASHINGTON DC 20036 781844 0 X WWW.GRIDWISE.ORG X 2007 DC TO CHAMPION THE PRINCIPLES, POLICIES, AND INVESTMENTS NEEDED TO TRANSFORM THE ELECTRICITY GRID BY UNDERSTANDING THE DIVERSE PERSPECTIVES AND PRIORITIES OF ALL STAKEHOLDERS. 19 19 0 0 0 0 150000 115000 617042 616844 0 0 10000 50000 777042 781844 10000 10000 0 0 210000 210000 0 0 0 492255 599891 712255 819891 64787 -38047 226965 267601 117176 195859 109789 71742 X TO CHAMPION THE PRINCIPLES, POLICIES, AND INVESTMENTS NEEDED TO TRANSFORM THE ELECTRICITY GRID BY UNDERSTANDING THE DIVERSE PERSPECTIVES AND PRIORITIES OF ALL STAKEHOLDERS. 0 0 153744 579374 TECHNOLOGY AND POLICY COUNCILS - THE PURPOSE OF THE TECHNOLOGY COUNCIL IS TO EXPAND THE GRIDWISE ALLIANCE IMPACT AS THE PREMIER "THOUGHT LEADER" REGARDING KEY TECHNOLOGY ISSUES RELATED TO GRID MODERNIZATION. THE PURPOSE OF THE POLICY COUNCIL IS TO POSITION THE GRIDWISE ALLIANCE AS THE PREMIER INDUSTRY GROUP LEADING ACTIVITIES AND INITIATIVES FOCUSED ON STATE AND FEDERAL POLICIES RELATED TO GRID MODERNIZATION. 257876 37470 GRIDCONNEXT - THE ORGANIZATION HELD THIS EVENT WHICH BROUGHT TOGETHER BUSINESS, UTILITY, FINANCE, AND POLICY LEADERS TO EXPLORE THE MOST IMPORTANT TOPICS IMPACTING THE GRID. THE EVENT CONVENED WORLD-CLASS EXPERTS TO EXPLORE DIVERSE PERSPECTIVES AND UNCOVER MARKET INNOVATIONS POISED TO REDRAW THE ELECTRIC UTILITY LANDSCAPE. THIS EVENT ALSO OFFERED OPPORTUNITIES TO CONNECT WITH KEY STAKEHOLDERS AND EXPLORE WHAT'S NEXT IN THE UTILITY SECTOR. 241745 50000 DEVELOPMENT OF GRID MODERNIZATION RESOURCES -THE ORGANIZATION DEFINED AND PROMOTED ITS ROLE AS A REPRESENTATIVE OF THE ENTIRE GRID ECOSYSTEM BY COLLECTING DATA, BEST PRACTICES, AND THOUGHT LEADERSHIP CONTENT TO DESIGN AND PRODUCE WHITE PAPERS, GRID MODERNIZATION INDEX FRAMEWORKS, AND WEBSITE MULTIMEDIA GRAPHICS THAT DEMONSTRATED THE ORGANIZATION'S LEADERSHIP ON GRID MODERNIZATION. 10000 10000 FUTURE OF THE GRID - REPRESENTS THE BROAD AND DIVERSE STAKEHOLDERS THAT DESIGN, BUILD AND OPERATE THE ELECTRIC GRID WHILE EDUCATING LEGISLATORS ABOUT THE CRITICAL NEED TO MODERNIZE THE NATION'S ELECTRICITY SYSTEM. 10000 10000 663365 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 8 0 1 0 0 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 0 0 X RICHARD O'NEILL 2025309740 1800 M STREET NW SUITE S400 WASHINGTON DC 20005 KAREN WAYLAND CEO 40.00 X 195000 0 0 GIL QUINIONES BOARD CHAIR 5.00 X X 0 0 0 LISA BARTON VICE CHAIR 5.00 X X 0 0 0 ROB WILHITE DIRECTOR 1.00 X 0 0 0 KERRICK JOHNSON DIRECTOR 1.00 X 0 0 0 DAVID KOOGLER DIRECTOR 1.00 X 0 0 0 LEE KREVAT DIRECTOR 1.00 X 0 0 0 DAN PFEIFFER DIRECTOR 1.00 X 0 0 0 STEVEN HAUSER FORMER CEO 40.00 X 35000 0 0 MICHELE TIHAMI DIRECTOR 1.00 X 0 0 0 WADE TROXELL DIRECTOR 1.00 X 0 0 0 RANDY PRIOR DIRECTOR 1.00 X 0 0 0 KATIE JEREZA DIRECTOR 1.00 X 0 0 0 DENISE GOLAMBOS DIRECTOR 1.00 X 0 0 0 CONNIE CARDEN DIRECTOR 1.00 X 0 0 0 JOHN HAYSBERT DIRECTOR 1.00 X 0 0 0 JAY LASSETER DIRECTOR 1.00 X 0 0 0 RUDY WYNTER DIRECTOR 1.00 X 0 0 0 JOSH WONG DIRECTOR 1.00 X 0 0 0 LARRY BEKKEDAHL DIRECTOR 1.00 X 0 0 0 NEIL GERBER DIRECTOR 1.00 X 0 0 0 230000 0 0 1 1 1 0 ASSOCIATION MANAGEMENT STRATEGIES (AMS) 1800 M STREET NW SUITE 400-S WASHINGTON DC 20036 BOOKKEEPING/CONSULTING 236600 KW ENERGY STRATEGIES LLC 5692 SILENT SKY AVENUE LAS VEGAS NV 89141 POLICY CONSULTANT 195000 DENTONS US LLP 1900 K STREET NW WASHINGTON DC 20006 CONSULTING 105000 3 115000 115000 MEMBERSHIP DUES & ASSE 541900 579374 579374 GRIDCONNEXT 541900 37470 37470 616844 OTHER INCOME 900099 50000 50000 50000 781844 666844 0 0 X 10000 10000 210000 168000 42000 236600 189280 47320 885 885 3600 3600 87961 69098 18863 1060 1060 121073 88305 32768 4623 4623 337 337 139005 138682 323 4747 4747 819891 663365 156526 0 143028 129096 80751 132188 3186 6317 226965 267601 49968 28651 67208 167208 117176 195859 X 109789 71742 109789 71742 226965 267601 -38047 0 X 0 0 0 X 62250 32025 28350 150000 115000 387625 62250 32025 28350 150000 115000 387625 387625 1421 30362 10000 50000 91783 479408 3831775 0.80850 0.79650 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 GLOBAL SMART GRID FEDERATION 1800 M ST NW STE S400 WASHINGTON DC 20036 273645859 501(C)(3) 10000 0 BOOK GENERAL ASSISTANCE 1 0 0 0 0 0 0 0 0 0 STEVEN HAUSER FORMER CEO 35000 0 0 0 0 0 0 0 0 0 35000 0 0 0 KAREN WAYLAND CEO 195000 0 0 0 0 0 0 0 0 0 195000 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 LINE 6 EXPLANATION - THERE ARE FOUR CLASSES OF MEMBERSHIP: 1. FULL MEMBERS - A BUSINESS ENTITY THAT OPERATES WITHIN NORTH AMERICA AND SUPPORTS THE VISION, MISSION AND ACTIVITIES OF THE GRIDWISE ALLIANCE, INC. 2. ASSOCIATE MEMBERS - A GOVERNMENTAL OR NON-PROFIT ENTITY WHOES PRIMARY SOURCE OF REVENUE IS DUES NOT ELIGIBLE TO BE A FULL MEMBER THAT SUPPORTS THE VISION, MISSION AND ACTIVITIES OF THE GRIDWISE ALLIANCE, INC. 3. AFFILIATE MEMBERS - A COLLEGE OR UNIVERSITY NOT ELIGIBLE TO BE A FULL OR ASSOCIATE MEMBER THAT SUPPORTS THE VISION, MISSION AND ACTIVITIES OF THE GRIDWISE ALLIANCE, INC. 4. INTERNATIONAL MEMBERS - A BUSINESS ENTITY THAT DOES NOT OPERATE WITHIN NORTH AMERICA AND SUPPORTS THE VISION, MISSION AND ACTIVITIES OF THE GRIDWISE ALLIANCE, INC. FORM 990, PART VI, SECTION A, LINE 7A LINE 7A EXPLANATION - DESIGNATED REPRESENTATIVES OF FULL MEMBERS AND ASSOCIATE MEMBERS IN GOOD STANDING SHALL BE ENTITILESD TO VOTE ON EACH MATTER BEING SUBMITTED TO A VOTE OF THE MEMBERS BY THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION A, LINE 7B LINE 7B EXPLANATION - THE MEMBERS ELECT THE BOARD OF TRUSTEES AND VOTE ON ANY OTHER MATTER THE BOARD OF TRUSTEES DEEMS APPROPRIATE. FORM 990, PART VI, SECTION B, LINE 11B LINE 11B EXPLANATION - THE GRIDWISE ALLIANCE FINANCE COMMITTEE REVIEWS THE 990 BEFORE SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C POLICY IS REVIEWED AT ANNUAL IN-PERSON BOARD MEETING EACH JANUARY. FORM 990, PART VI, SECTION B, LINE 15A EXECUTIVE COMMITTEE OF THE BOARD SERVES AS THE REVIEWER AND APPROVER OF CEO CONTRACT, SERVING AS A COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 UPON WRITTEN REQUEST. FORM 990, PART IX, LINE 11G GMI CONSULTANT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,586. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,586. POLICY CONSULTANT: PROGRAM SERVICE EXPENSES 69,098. MANAGEMENT AND GENERAL EXPENSES 17,277. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 86,375. GRID 21 1800 M STREET NW SUITE S400 WASHINGTON DC 20036 452491274 ENERGY AWARENESS DC 501(C)(3) 509(A)(1) THE GRIDWISE ALLIANCE INC 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0