CALSTART INC: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
CALSTART INC (EIN 95-4375022)
Tax period
2019-10-01 to 2020-09-30
Filed
2021-07-15
IRS object ID
202101969349302230
Schema version
2019v5.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-07-15T16:41:09-05:00ReturnTs
Tax Period End2020-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN953001179PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WINDES INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 87AddressLine1Txt
CityLONG BEACHCityNm
State AbbreviationCAStateAbbreviationCd
ZIP908010087ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2019-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN954375022EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CALSTART INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCALSBusinessNameControlTxt
Phone6267445600PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line148 S CHESTER AVEAddressLine1Txt
CityPASADENACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91106ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPIERO STILLITANOPersonNm
Person TitleCFOPersonTitleTxt
Phone6267445600PhoneNum
Signature2021-07-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDONITA M JOSEPHPreparerPersonNm
PTINP00286656PTIN
Phone5624351191PhoneNum
Preparation2021-07-14PreparationDt
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJOHN BOESELPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line148 S CHESTER AVEAddressLine1Txt
CityPASADENACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91106ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$123,376,166GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.CALSTART.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1992FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionCALSTART IS A NONPROFIT ORGANIZATION WORKING NATIONALLY AND INTERNATIONALLY WITH BUSINESSES AND GOVERNMENTS TO DEVELOP CLEAN, EFFICIENT TRANSPORTATION SOLUTIONS. CALSTART IS A NETWORK THAT CONNECTS COMPANIES AND GOVERNMENT AGENCIES AND HELPS THEM DO THEIR JOBS BETTER. FROM TECHNOLOGY FIRMS TO TRANSIT OPERATORS AND FROM VEHICLE MANUFACTURERS TO RESEARCH INSTITUTIONS, WE CONNECT EVERY ELEMENT OF THE CLEAN ENERGY SECTOR, OFFERING CUSTOMIZED SERVICES, INFORMATION AND PROGRAMMING.ActivityOrMissionDesc
Voting Members Governing Body12VotingMembersGoverningBodyCnt
Voting Members Independent10VotingMembersIndependentCnt
Total Employee85TotalEmployeeCnt
Total Volunteers12TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm-$1,000NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$58,934,317PYContributionsGrantsAmt
CY Contributions Grants$123,322,085CYContributionsGrantsAmt
PY Program Service Revenue$43,056PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$1,946PYInvestmentIncomeAmt
CY Investment Income$2,443CYInvestmentIncomeAmt
PY Other Revenue$25,230PYOtherRevenueAmt
CY Other Revenue$51,638CYOtherRevenueAmt
PY Total Revenue$59,004,549PYTotalRevenueAmt
CY Total Revenue$123,376,166CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$5,784,462PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$7,815,095CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$52,570,792PYOtherExpensesAmt
CY Other Expenses$114,418,953CYOtherExpensesAmt
PY Total Expenses$58,355,254PYTotalExpensesAmt
CY Total Expenses$122,234,048CYTotalExpensesAmt
PY Revenues Less Expenses$649,295PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,142,118CYRevenuesLessExpensesAmt
Total Assets BOY$26,444,520TotalAssetsBOYAmt
Total Assets EOY$40,049,083TotalAssetsEOYAmt
Total Liabilities BOY$20,416,006TotalLiabilitiesBOYAmt
Total Liabilities EOY$32,878,451TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$6,028,514NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$7,170,632NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSCHEDULE OCALSTART IS A NONPROFIT ORGANIZATION WORKING NATIONALLY AND INTERNATIONALLY WITH BUSINESSES AND GOVERNMENTS TO DEVELOP CLEAN, EFFICIENT TRANSPORTATION SOLUTIONS. CALSTART IS A NETWORK THAT CONNECTS COMPANIES AND GOVERNMENT AGENCIES AND HELPS THEM DO THEIR JOBS BETTER. FROM TECHNOLOGY FIRMS TO TRANSIT OPERATORS AND FROM VEHICLE MANUFACTURERS TO RESEARCH INSTITUTIONS, WE CONNECT EVERY ELEMENT OF THE CLEAN ENERGY SECTOR, OFFERING CUSTOMIZED SERVICES, INFORMATION AND PROGRAMMING.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$114,603,544ExpenseAmt
Revenue$115,136,692RevenueAmt
DescENABLING FLEET TRANSFORMATION - DESIGNS AND IMPLEMENTS CLEAN BUS, TRUCK AND MOBILITY OPTIONS PURCHASE INCENTIVES TO SUPPORT COMMUNITIES, BUSINESSES AND STATE AND LOCAL GOVERNMENTS IN MEETING THEIR GREENHOUSE GAS REDUCTION GOALS AND AIR QUALITY IMPROVEMENT. CALSTART LEADS AND MANAGES INCENTIVE PROGRAMS IN CALIFORNIA, NEW YORK AND CHICAGO WHILE ADVANCING PROFESSIONAL KNOWLEDGE AND TECHNICAL CAPABILITIES FOR FLEET MANAGERS AND SUSTAINABILITY PROFESSIONALS. CALSTART ALSO MANAGES CALIFORNIA'S CLEAN MOBILITY OPTIONS PROGRAM, PROVIDING FUNDING, EDUCATION AND OUTREACH FOR ZERO EMISSIONS TRANSPORTATION OPTIONS IN UNDERSERVED COMMUNITIES TO PROMOTE EQUITY IN THE ACCESSIBILITY OF CLEAN TRANSPORTATION THROUGH MULTI-MODAL OPTIONS INCLUDING CAR SHARING, CARPOOLING, BIKE-SHARING AND RIDE-ON-DEMAND SERVICES.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$2,642,978ExpenseAmt
Revenue$2,931,052RevenueAmt
DescSEE SCHEDULE OSUPPORTING CLEAN TRANSPORTATION GROWTH - ADVISES AND PARTICIPATES IN PROGRAMS THROUGHOUT THE U.S. TO DEVELOP AND DEMONSTRATE ADVANCED CLEAN TECHNOLOGY OPTIONS IN MEDIUM AND HEAVY-DUTY VEHICLES TO MAKE THE ZERO, NEAR ZERO, LOW CARBON AND LOW NOX TECHNOLOGY COMMERCIALLY VIABLE, SUPPORT MARKET GROWTH AND EXPAND CLEAN TECH ECONOMIC OPPORTUNITY. THE PROGRAMS, IN PARTNERSHIP WITH THE FEDERAL TRANSIT ADMINISTRATION, THE DEPARTMENT OF ENERGY, THE CALIFORNIA ENERGY COMMISSION, NEW YORK STATE ENERGY RESEARCH AND DEVELOPMENT AUTHORITY AND OTHERS INCLUDE ON AND OFF-ROAD VEHICLES AND A MULTITUDE OF APPLICATIONS FROM STREET SWEEPING, PORT AND WAREHOUSE OPERATIONS, SANITATION AND MICRO MOBILITY. CALSTART ALSO COORDINATES EFFORTS TO PROVIDE CLEAN FREIGHT CORRIDORS, STUDIES TRAFFIC PATTERNS AND PROVIDES VALUABLE THIRD-PARTY MEASUREMENT, ASSESSMENT AND VALIDATION OF NEW VEHICLES AND TECHNOLOGIES.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$839,889ExpenseAmt
Revenue$862,292RevenueAmt
DescSERVING CLEAN TRANSPORTATION CHAMPIONS - MEMBER SERVICES AND BOTH VIRTUAL AND IN-PERSON GATHERINGS PROVIDE A WIDE RANGE OF SERVICES INCLUDING NETWORKING AND STRATEGIC PARTNERING FOR ITS 280+ MEMBER COMPANIES AND STAKEHOLDER ORGANIZATIONS. THEY BENEFIT FROM THE UNIQUE RESEARCH AND ANALYSIS REPORTS AND ACCESS TO CURATED INFORMATION ABOUT OPPORTUNITIES AND TRENDS IN CLEAN TRANSPORTATION. THROUGHOUT COVID-19 RESTRICTIONS, CALSTART HAS MAINTAINED A DIRECT LINK TO ITS MEMBERS THROUGH VIRTUAL EDUCATION AND WORKSHOPS TO ENSURE THAT THEIR CLEAN FLEET AND TECHNOLOGY EFFORTS WERE NOT STALLED.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$2,431,324ExpenseAmt
Revenue$4,392,049RevenueAmt
DescOTHER PROGRAM SERVICESDesc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$2,431,324TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue$4,392,049TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$120,517,735TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org MemYes (1)BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntYes (1)BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document38IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee85EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members12GoverningBodyVotingMembersCnt
Independent Voting Member10IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd
OtherYes (X)OtherInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PIERO STILLITANOBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6267445600PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line148 S CHESTER AVEAddressLine1Txt
CityPASADENACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91106ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
JOHN BOESEL
PRESIDENT & CEO40.00Yes (X)$348,259$0$50,713
WILLIAM VAN AMBURG
EXECUTIVE VICE PRESIDENT40.00$239,742$0$41,792Yes (X)
PIERO STILLITANO
CHIEF FINANCIAL OFFICER40.00Yes (X)$213,395$0$39,188
FRED R SILVER
VICE PRESIDENT40.00$197,687$0$40,361Yes (X)
JASNA TOMIC
VICE PRESIDENT40.00Yes (X)$174,555$0$33,102
MAUREEN MARSHALL
MIDWEST REGIONAL DIRECTOR40.00$173,275$0$45,505Yes (X)
ALYCIA GILDE
SENIOR DIRECTOR40.00$162,411$0$26,302Yes (X)
THOMAS BROTHERTON
DIRECTOR OF MARKET ACCELER40.00$136,330$0$42,523Yes (X)
RYAN SCHUCHARD
DIRECTOR, INNOVATIVE MOBILITY40.00$130,704$0$30,360Yes (X)
BENJAMIN MANDEL
NORTHEAST REGIONAL DIRECTOR40.00$130,025$0$23,238Yes (X)
JACK BROADBENT
DIRECTOR1.00$0$0$0Yes (X)
NICOLE FAULK
DIRECTOR1.00$0$0$0Yes (X)
DAWN FENTON
DIRECTOR1.00$0$0$0Yes (X)
YURI FREEDMAN
DIRECTOR1.00$0$0$0Yes (X)
KAREN HAMBERG
DIRECTOR1.00$0$0$0Yes (X)
COLLEEN JANSEN
DIRECTOR1.00$0$0$0Yes (X)
WAYNE NASTRI
DIRECTOR1.00$0$0$0Yes (X)
SCOTT PHILLIPPI
DIRECTOR1.00$0$0$0Yes (X)
KATIE SLOAN
DIRECTOR1.00$0$0$0Yes (X)
CHRIS STODDART
DIRECTOR1.00$0$0$0Yes (X)
STEPHEN TRICHKA
DIRECTOR1.00$0$0$0Yes (X)
CYNTHIA WILLIAMS
DIRECTOR1.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,906,383TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$373,084TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K13IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
TETRA TECH DIVISIONS
3475 EAST FOOTHILL BOULEVARDPASADENACA91107SUBCONTRACTOR$1,405,080
ACHATES POWER INC
4060 SORRENTO VALLEY BLVDSAN DIEGOCA92121SUBRECIPIENT$821,682
CHARGEPOINT INC
DEPT LA 24104PASADENACA911854104SUBCONTRACTOR$559,980
SHARED USE MOBILITY CENTER
222 W MERCHANDISE MART PLAZA SUITCHICAGOIL60654SUBRECIPIENT$310,778
GRID ALTERNATIVES
1171 OCEAN AVENUE SUITE 200OAKLANDCA94608SUBRECIPIENT$191,282
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K8CntrctRcvdGreaterThan100KCnt
Membership Dues$677,174MembershipDuesAmt
Government Grants$119,566,454GovernmentGrantsAmt
All Other Contributions$3,078,457AllOtherContributionsAmt
Total Contributions$123,322,085TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,443TotalRevenueColumnAmt
Exclusion$2,443ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUS INCOMEDesc
Business900099BusinessCd
Total Revenue Column$51,638TotalRevenueColumnAmt
Exclusion$51,638ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$51,638OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$123,376,166TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$54,081ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,377,589TotalAmt
Program Services$1,377,589ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$4,282,712TotalAmt
Program Services$3,286,228ProgramServicesAmt
Management And General$996,484ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$288,170TotalAmt
Program Services$270,284ProgramServicesAmt
Management And General$17,886ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$1,444,246TotalAmt
Program Services$1,366,410ProgramServicesAmt
Management And General$77,836ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$422,378TotalAmt
Program Services$401,526ProgramServicesAmt
Management And General$20,852ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$696TotalAmt
Management And General$696ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$107,950TotalAmt
Program Services$107,950ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,404,437TotalAmt
Program Services$1,184,807ProgramServicesAmt
Management And General$219,630ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$269,207TotalAmt
Program Services$184,567ProgramServicesAmt
Management And General$84,640ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$214,903TotalAmt
Program Services$214,903ProgramServicesAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$181,627TotalAmt
Program Services$163,715ProgramServicesAmt
Management And General$17,912ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$137,954TotalAmt
Program Services$122,584ProgramServicesAmt
Management And General$15,370ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$167,860TotalAmt
Program Services$80,183ProgramServicesAmt
Management And General$87,677ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$99,150TotalAmt
Program Services$91,218ProgramServicesAmt
Management And General$7,932ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$159,675TotalAmt
Program Services$91,780ProgramServicesAmt
Management And General$67,895ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
SUBRECIPIENTS/SUBCONT.$111,335,457$111,335,457
TELEPHONE & COMM.$148,553$123,238$25,315
EQUIPMENT COSTS$103,619$82,034$21,585

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$87,865TotalAmt
Program Services$33,262ProgramServicesAmt
Management And General$54,603ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$122,234,048TotalAmt
Program Services$120,517,735ProgramServicesAmt
Management And General$1,716,313ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$18,700,752BOYAmt
EOY$29,042,445EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$900BOYAmt
EOY$900EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$4,098,540BOYAmt
EOY$7,453,834EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$219,926BOYAmt
EOY$219,136EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$4,479,156LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,158,004LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$3,412,636BOYAmt
EOY$3,321,152EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$11,766BOYAmt
EOY$11,616EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$26,444,520BOYAmt
EOY$40,049,083EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$2,328,575BOYAmt
EOY$3,991,063EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$16,098,316BOYAmt
EOY$26,884,318EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$1,815,987BOYAmt
EOY$1,749,237EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$173,128BOYAmt
EOY$253,833EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$20,416,006BOYAmt
EOY$32,878,451EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$6,028,514BOYAmt
EOY$7,170,632EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$6,028,514BOYAmt
EOY$7,170,632EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$26,444,520BOYAmt
EOY$40,049,083EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$1,142,118ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$29,764,830CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$33,510,734CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$35,013,299CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$58,934,317CurrentTaxYearMinus1YearAmt
Current Tax Year$123,322,082CurrentTaxYearAmt
Total$280,545,262TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$29,764,830CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$33,510,734CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$35,013,299CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$58,934,317CurrentTaxYearMinus1YearAmt
Current Tax Year$123,322,082CurrentTaxYearAmt
Total$280,545,262TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$280,545,262PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$43CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$42CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$154CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$994CurrentTaxYearMinus1YearAmt
Current Tax Year$2,443CurrentTaxYearAmt
Total$3,676TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$45,623CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$50,200CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$71,590CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$30,696CurrentTaxYearMinus1YearAmt
Current Tax Year$51,638CurrentTaxYearAmt
Total$249,747TotalAmt
FieldValueIRS element (for citing)
Total Support$280,798,685TotalSupportAmt
Gross Receipts Rltd Activities$51,266GrossReceiptsRltdActivitiesAmt
Public Support CY1700.99910PublicSupportCY170Pct
Public Support PY1700.99870PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Volunteers0VolunteersInd
Paid Staff Or Management0PaidStaffOrManagementInd
Media Advertisements0MediaAdvertisementsInd
Mailings Members0MailingsMembersInd
Publications Or Broadcast0PublicationsOrBroadcastInd
Grants Other Organizations0GrantsOtherOrganizationsInd
Direct Contact Legislators0DirectContactLegislatorsInd
Rallies Demonstrations0RalliesDemonstrationsInd
Other ActivitiesYes (1)OtherActivitiesInd
Other Activities$107,950OtherActivitiesAmt
Total Lobbying Expenditures$107,950TotalLobbyingExpendituresAmt
Not Described Section501c30NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART II-B, LINE 1:FormAndLineReferenceDesc
ExplanationCALSTART HIRED LOBBYISTS TO IMPACT POLICIES CONSISTENT WITH THE CALSTART, INC. MISSION.ExplanationTxt

Schedule D IRS990ScheduleD

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,998,656OtherCostOrOtherBasisAmt
Book Value$1,998,656BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,400,299OtherCostOrOtherBasisAmt
Depreciation$1,088,890DepreciationAmt
Book Value$1,311,409BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$80,201OtherCostOrOtherBasisAmt
Depreciation$69,114DepreciationAmt
Book Value$11,087BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$3,321,152TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescINTEREST RATE SWAP MARK-TO-MARKETDesc
Amt$253,833Amt
FieldValueIRS element (for citing)
Total Liability$253,833TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$123,376,166TotalRevEtcAuditedFinclStmtAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$123,376,166RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$123,376,166TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$122,234,048TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$122,234,048ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$122,234,048TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2: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 CALSTART'S 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.
PART XI, LINE 2D - OTHER ADJUSTMENTS:RENTAL EXPENSES
PART XII, LINE 2D - OTHER ADJUSTMENTS:RENTAL EXPENSES

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
JOHN BOESEL
PRESIDENT & CEO$230,169$0$118,090$0$0$0$18,414$0$32,299$0$398,972$0$0$0
WILLIAM VAN AMBURG
EXECUTIVE VICE PRESIDENT$178,474$0$61,268$0$0$0$14,278$0$27,514$0$281,534$0$0$0
PIERO STILLITANO
CHIEF FINANCIAL OFFICER$185,000$0$28,395$0$0$0$14,629$0$24,559$0$252,583$0$0$0
FRED R SILVER
VICE PRESIDENT$157,488$0$40,199$0$0$0$12,599$0$27,762$0$238,048$0$0$0
JASNA TOMIC
VICE PRESIDENT$152,874$0$21,681$0$0$0$12,230$0$20,872$0$207,657$0$0$0
MAUREEN MARSHALL
MIDWEST REGIONAL DIRECTOR$160,351$0$12,924$0$0$0$12,828$0$32,677$0$218,780$0$0$0
ALYCIA GILDE
SENIOR DIRECTOR$147,646$0$14,765$0$0$0$11,812$0$14,490$0$188,713$0$0$0
THOMAS BROTHERTON
DIRECTOR OF MARKET ACCELER$125,016$0$11,314$0$0$0$10,001$0$32,522$0$178,853$0$0$0
RYAN SCHUCHARD
DIRECTOR, INNOVATIVE MOBILITY$121,789$0$8,915$0$0$0$9,743$0$20,617$0$161,064$0$0$0
BENJAMIN MANDEL
NORTHEAST REGIONAL DIRECTOR$119,103$0$10,922$0$0$0$9,528$0$13,710$0$153,263$0$0$0

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1COLLEEN JANSENBusinessNameLine1Txt
FieldValueIRS element (for citing)
Relationship DescriptionMEMBER OF THE BOARD OF DIRECTORSRelationshipDescriptionTxt
Transaction$559,980TransactionAmt
TransactionSUBCONTRACTOR ON NEW YORK STATE ENERGY AND DEVELOPMENT AUTHORITY (NYSERDA) CONTRACT 87413TransactionDesc
Sharing Of Revenues0SharingOfRevenuesInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BCALSTART, 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 FULL BOARD BEFORE MAILING.
FORM 990, PART VI, SECTION B, LINE 12CCALSTART, 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 15THE 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 19SOME 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.

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