2021-07-15T16:41:09-05:00 2020-09-30 953001179 WINDES INC PO BOX 87 LONG BEACH CA 908010087 990 2019-10-01 954375022 CALSTART INC CALS 6267445600 48 S CHESTER AVE PASADENA CA 91106 PIERO STILLITANO CFO 6267445600 2021-07-15 1 DONITA M JOSEPH P00286656 5624351191 2021-07-14 2019 2022-09-23 18:48:47Z JOHN BOESEL 48 S CHESTER AVE PASADENA CA 91106 123376166 0 X WWW.CALSTART.ORG X 1992 CA CALSTART 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. 12 10 85 12 0 -1000 58934317 123322085 43056 0 1946 2443 25230 51638 59004549 123376166 0 0 0 0 5784462 7815095 0 0 0 52570792 114418953 58355254 122234048 649295 1142118 26444520 40049083 20416006 32878451 6028514 7170632 X SCHEDULE 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. 0 0 114603544 115136692 ENABLING 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. 2642978 2931052 SEE 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. 839889 862292 SERVING 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. 2431324 4392049 OTHER PROGRAM SERVICES 2431324 4392049 120517735 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 1 0 1 0 0 0 0 0 0 0 0 0 1 38 0 1 85 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 10 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 AVE PASADENA CA 91106 JOHN BOESEL PRESIDENT & CEO 40.00 X 348259 0 50713 WILLIAM VAN AMBURG EXECUTIVE VICE PRESIDENT 40.00 X 239742 0 41792 PIERO STILLITANO CHIEF FINANCIAL OFFICER 40.00 X 213395 0 39188 FRED R SILVER VICE PRESIDENT 40.00 X 197687 0 40361 JASNA TOMIC VICE PRESIDENT 40.00 X 174555 0 33102 MAUREEN MARSHALL MIDWEST REGIONAL DIRECTOR 40.00 X 173275 0 45505 ALYCIA GILDE SENIOR DIRECTOR 40.00 X 162411 0 26302 THOMAS BROTHERTON DIRECTOR OF MARKET ACCELER 40.00 X 136330 0 42523 RYAN SCHUCHARD DIRECTOR, INNOVATIVE MOBILITY 40.00 X 130704 0 30360 BENJAMIN MANDEL NORTHEAST REGIONAL DIRECTOR 40.00 X 130025 0 23238 JACK BROADBENT DIRECTOR 1.00 X 0 0 0 NICOLE FAULK 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 WAYNE NASTRI DIRECTOR 1.00 X 0 0 0 SCOTT PHILLIPPI DIRECTOR 1.00 X 0 0 0 KATIE SLOAN DIRECTOR 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 1906383 0 373084 13 0 1 0 TETRA TECH DIVISIONS 3475 EAST FOOTHILL BOULEVARD PASADENA CA 91107 SUBCONTRACTOR 1405080 ACHATES POWER INC 4060 SORRENTO VALLEY BLVD SAN DIEGO CA 92121 SUBRECIPIENT 821682 CHARGEPOINT INC DEPT LA 24104 PASADENA CA 911854104 SUBCONTRACTOR 559980 SHARED USE MOBILITY CENTER 222 W MERCHANDISE MART PLAZA SUIT CHICAGO IL 60654 SUBRECIPIENT 310778 GRID ALTERNATIVES 1171 OCEAN AVENUE SUITE 200 OAKLAND CA 94608 SUBRECIPIENT 191282 8 677174 119566454 3078457 123322085 2443 2443 MISCELLANEOUS INCOME 900099 51638 51638 51638 123376166 0 0 54081 1377589 1377589 4282712 3286228 996484 288170 270284 17886 1444246 1366410 77836 422378 401526 20852 696 696 107950 107950 1404437 1184807 219630 269207 184567 84640 214903 214903 181627 163715 17912 137954 122584 15370 167860 80183 87677 99150 91218 7932 159675 91780 67895 SUBRECIPIENTS/SUBCONT. 111335457 111335457 TELEPHONE & COMM. 148553 123238 25315 EQUIPMENT COSTS 103619 82034 21585 87865 33262 54603 122234048 120517735 1716313 0 18700752 29042445 900 900 4098540 7453834 219926 219136 4479156 1158004 3412636 3321152 11766 11616 26444520 40049083 2328575 3991063 16098316 26884318 1815987 1749237 173128 253833 20416006 32878451 X 6028514 7170632 6028514 7170632 26444520 40049083 1142118 0 X 0 1 X 1 1 1 X 29764830 33510734 35013299 58934317 123322082 280545262 29764830 33510734 35013299 58934317 123322082 280545262 280545262 43 42 154 994 2443 3676 45623 50200 71590 30696 51638 249747 280798685 51266 0.99910 0.99870 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 107950 107950 0 PART II-B, LINE 1: CALSTART HIRED LOBBYISTS TO IMPACT POLICIES CONSISTENT WITH THE CALSTART, INC. MISSION. 1998656 1998656 2400299 1088890 1311409 80201 69114 11087 3321152 INTEREST RATE SWAP MARK-TO-MARKET 253833 253833 X 123376166 0 123376166 0 123376166 122234048 0 122234048 0 122234048 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 X X X X 0 0 0 0 0 0 0 0 0 JOHN BOESEL PRESIDENT & CEO 230169 0 118090 0 0 0 18414 0 32299 0 398972 0 0 0 WILLIAM VAN AMBURG EXECUTIVE VICE PRESIDENT 178474 0 61268 0 0 0 14278 0 27514 0 281534 0 0 0 PIERO STILLITANO CHIEF FINANCIAL OFFICER 185000 0 28395 0 0 0 14629 0 24559 0 252583 0 0 0 FRED R SILVER VICE PRESIDENT 157488 0 40199 0 0 0 12599 0 27762 0 238048 0 0 0 JASNA TOMIC VICE PRESIDENT 152874 0 21681 0 0 0 12230 0 20872 0 207657 0 0 0 MAUREEN MARSHALL MIDWEST REGIONAL DIRECTOR 160351 0 12924 0 0 0 12828 0 32677 0 218780 0 0 0 ALYCIA GILDE SENIOR DIRECTOR 147646 0 14765 0 0 0 11812 0 14490 0 188713 0 0 0 THOMAS BROTHERTON DIRECTOR OF MARKET ACCELER 125016 0 11314 0 0 0 10001 0 32522 0 178853 0 0 0 RYAN SCHUCHARD DIRECTOR, INNOVATIVE MOBILITY 121789 0 8915 0 0 0 9743 0 20617 0 161064 0 0 0 BENJAMIN MANDEL NORTHEAST REGIONAL DIRECTOR 119103 0 10922 0 0 0 9528 0 13710 0 153263 0 0 0 COLLEEN JANSEN MEMBER OF THE BOARD OF DIRECTORS 559980 SUBCONTRACTOR ON NEW YORK STATE ENERGY AND DEVELOPMENT AUTHORITY (NYSERDA) CONTRACT 87413 0 FORM 990, PART VI, SECTION B, LINE 11B 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 FULL BOARD BEFORE MAILING. FORM 990, PART VI, SECTION B, LINE 12C 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 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 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.