2021-11-15T00:56:35-06:00 2020-12-31 946214841 ARMANINO LLP 12657 ALCOST BLVD STE 500 SAN RAMON CA 945834600 990 2020-01-01 814042787 GRID ALTERNATIVES AFFILIATES & SUBSIDIARIES GRID 5107311310 1171 OCEAN AVENUE NO 200 OAKLAND CA 94608 ERICA MACKIE CEO 5107311310 2021-11-13 1 ERICA MACKIE 999009999 MATTHEW PETROSKI P00853132 9257902600 2021-11-13 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z ERICA MACKIE 1171 OCEAN AVENUE NO 200 OAKLAND CA 94608 40072278 1 1 5993 X WWW.GRIDALTERNATIVES.ORG X 2013 CA GRID ALTERNATIVES ENVISIONS A RAPID, EQUITABLE TRANSITION TO A WORLD POWERED BY RENEWABLE ENERGY THAT BENEFITS EVERYONE. OUR MISSION IS TO BUILD COMMUNITY-POWERED SOLUTIONS TO ADVANCE ECONOMIC AND ENVIRONMENTAL JUSTICE THROUGH RENEWABLE ENERGY. 53 53 339 736 0 0 8431443 15238921 24351438 24830792 0 115 -17147 1834 32765734 40071662 0 0 0 0 14940144 17020871 0 0 1586012 20094438 22015642 35034582 39036513 -2268848 1035149 26891262 29654831 14230184 19480720 12661078 10174111 TO PROVIDE ENERGY COST SAVINGS TO LOW-INCOME HOMEOWNERS THROUGH INSTALLATION OF SOLAR ELECTRIC SYSTEMS AND TRAINING IN ENERGY EFFICIENCY, WHILE PROVIDING HANDS-ON SOLAR INSTALLATION OPPORTUNITIES TO JOB TRAINING ORGANIZATIONS AND COMMUNITY VOLUNTEERS. 0 0 33635298 24830792 PROVIDED ALTERNATIVE RENEWABLE ENERGY TECHNOLOGY AND JOB TRAINING ACCESSIBLE TO UNDERSERVED COMMUNITES. IN-KIND SERVICES DONATED TO THE ORGANIZATION IN 2020 INCLUDED SKILLED SOLAR INSTALLATION ASSISTANCE THROUGH GRID ALTERNATIVES' VOLUNTEER TEAM LEADER PROGRAM. 33635298 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 528 0 1 339 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 53 53 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X TIM SEARS 5107311313 1171 OCEAN AVENUE NO 200 OAKLAND CA 94608 MARA MEANEY-ERVIN LEFT 72020 DIR OF DEVELOPMENT AND PRO 30.00 X 52310 0 3605 RENEE SHARP 82020 EXECUTIVE DIRECTOR - BAY A 40.00 X 94740 0 4533 ARTHUR BART-WILLIAMS EXECUTIVE DIRECTOR 40.00 X 52040 0 5324 ADRIENNE DORSEY EXECUTIVE DIRECTOR 32.00 X 103405 0 1365 KAMALJIT JASPAL PROGRAM DIRECTOR 40.00 X 88777 0 9339 ALICIA BOHIGIAN DIR. OF ENERGY FOR ALL PRO 40.00 X 108183 0 6638 TOM ESQUEDA EXECUTIVE DIRECTOR - CENTR 36.00 X 119217 0 9536 KARINA GONZALEZ DIR. OF WORKFORCE DEVELOPM 40.00 X 65801 0 9258 DAVID GRIFFIN DIR. OF OPS AND CONSTRUCTI 40.00 X 106928 0 10389 ASHLEY CHRISTY INTERIM EXECUTIVE DIRECTOR 40.00 X 114833 0 5503 MICHAEL KADISH LEFT 32020 EXECUTIVE DIRECTOR 40.00 X 60848 0 932 JAIME ALONSO EXECUTIVE DIRECTOR - INLAN 36.00 X 104539 0 1556 ELIJAH PERRY INTERIM EXECUTIVE DIRECTOR 40.00 X 91722 0 6617 ROBERT GRAGSON EXECUTIVE DIRECTOR - NORTH 34.00 X 111624 0 2602 REBEKAH CASEY DEPUTY DIRECTOR (PHILANTHR 40.00 X 111586 0 2654 PABLO DEL AGUILA COMMERCIAL PROJECT MANAGER 39.00 X 104976 0 3360 ANN FOX DIR. OF OPERATIONS 40.00 X 95268 0 4441 MELANIE BIESECKER DIR. OF OUTREACH AND CLEAN 40.00 X 94229 0 3646 PAUL CLEARY EXECUTIVE DIRECTOR - SAN D 30.00 X 86485 0 8836 JUSTIN HITCHCOCK LEFT 12020 EXECUTIVE DIRECTOR - CENTR 40.00 X 33955 0 403 JOSEPH KARP PRESIDENT - GRID BAY AREA 1.00 X X 0 0 0 REID TUCKER SECRETARY- GRID BAY AREA 1.00 X X 0 0 0 TINA MURRAY TREASURER - GRID BAY AREA 1.00 X X 0 0 0 DAI OWEN DIRECTOR - GRID BAY AREA 1.00 X 0 0 0 NKIRUKA NIKKY AVILA DIRECTOR - GRID BAY AREA 1.00 X 0 0 0 DOUGLAS HALL PRESIDENT - GRID CENTRAL C 1.00 X X 0 0 0 CHARLES FRANKLIN TREASURER - GRID CENTRAL C 1.00 X X 0 0 0 RUTH RODRIGUEZ SECRETARY - GRID CENTRAL C 1.00 X X 0 0 0 GEORGE PUDDEPHATT PRESIDENT - GRID INLAND EM 1.00 X X 0 0 0 MICHELLE PIERCE SECRETARY - GRID INLAND EM 1.00 X X 0 0 0 BLAINE BOYER TREASURER - GRID INLAND EM 1.00 X X 0 0 0 ALEX SAUCEDO BOARD MEMBER-GRID INLAND EM 1.00 X 0 0 0 GEORGE ASHTON PRESIDENT - GRID MID ATLAN 1.00 X X 0 0 0 JOEL COHN LEFT 22020 TREASURER - GRID MID ATLAN 1.00 X X 0 0 0 HERBERT STEVENS TREASURER - GRID MID ATLAN 1.00 X X 0 0 0 TRISHA MILLER LEFT 22020 DIRECTOR-GRID MID ATLANT 1.00 X 0 0 0 LIDIJA SEKARIC DIRECTOR-GRID MID ATLANT 1.00 X 0 0 0 JONATHAN MARZ PRESIDENT - GRID NORTH VAL 1.00 X X 0 0 0 DERRICK ROSS TREAS & SEC-GRID NO VALLEY 1.00 X X 0 0 0 BRANDIE LEATHERS LEFT 122020 DIRECTOR-GRID NO VALLEY 1.00 X 0 0 0 SARA LONG DIRECTOR-GRID NO VALLEY 1.00 X 0 0 0 KATE MEIS LEFT 122020 DIRECTOR-GRID NO VALLEY 1.00 X 0 0 0 ULYSSES DOWNING JR DIRECTOR - GRID SAN DIEGO 1.00 X 0 0 0 ERIKA MORGAN SECRETARY - GRID SAN DIEGO 1.00 X X 0 0 0 ROBERT ROBINSON PRESIDENT-GRID SAN DIEGO 1.00 X X 0 0 0 ROBERT ITO LEFT 52021 TREASURER - GRID SAN DIEGO 1.00 X X 0 0 0 TARA HAMMOND DIRECTOR - GRID SAN DIEGO 1.00 X 0 0 0 AL GALVEZ LEFT 72020 PRESIDENT - GRID CENTRAL V 1.00 X X 0 0 0 BENNY BARCO SECRETARY - GRID CENTRAL V 1.00 X X 0 0 0 IVAN LOPEZ INTERIM TREASURER - GRID CENTRAL V 1.00 X X 0 0 0 MARYLEN KARSTED DIRECTOR - GRID CENTRAL VA 1.00 X 0 0 0 JANINE MEDINA DIRECTOR - GRID CENTRAL VA 1.00 X 0 0 0 LUIS SANCHEZ DIRECTOR - GRID CENTRAL VA 1.00 X 0 0 0 SARAH KEANE PRESIDENT-GRID CO 1.00 X X 0 0 0 BRIAN VICKERS TREASURER-GRID CO 1.00 X X 0 0 0 VICKY MANDELL BOARD MEMBER-GRID CO 1.00 X 0 0 0 RYAN DULANEY BOARD MEMBER-GRID CO 1.00 X 0 0 0 LARRY MARTINEZ BOARD MEMBER-GRID CO 1.00 X 0 0 0 PETE DIGNAN BOARD MEMBER-GRID CO 1.00 X 0 0 0 JEFF ATKIN BOARD CHAIR-GRID GLA 1.00 X X 0 0 0 RAHIMA BUTLER TREASURER-GRID GLA 1.00 X X 0 0 0 LUIS GONZALEZ SECRETARY-GRID GLA 1.00 X X 0 0 0 ALICIA SCHWARZ DIRECTOR-GRID GLA 1.00 X 0 0 0 JAKE LEVINE DIRECTOR-GRID GLA 1.00 X 0 0 0 ANTHONY HERNANDEZ DIRECTOR-GRID GLA 1.00 X 0 0 0 SAM JAMMAL DIRECTOR-GRID GLA 1.00 X 0 0 0 SARA NEFF DIRECTOR-GRID GLA 1.00 X 0 0 0 BRUCE SAITO DIRECTOR-GRID GLA 1.00 X 0 0 0 BELINDA WAYMOUTH DIRECTOR-GRID GLA 1.00 X 0 0 0 SARAH WAUTERS LEFT 42021 DIRECTOR-GRID GLA 1.00 X 0 0 0 LAUREEN BOLES PRESIDENT-GRID TS 1.00 X X 0 0 0 TIM SEARS TREASURER-GRID TS 1.00 X X 0 0 0 ERICA MACKIE SECRETARY-GRID TS 1.00 X X 0 0 0 BENJAMIN HEALY DIRECTOR-GRID TS 1.00 X 0 0 0 LAURA STERN DIRECTOR-GRID TS 1.00 X 0 0 0 DONNEL BAIRD DIRECTOR-GRID TS 1.00 X 0 0 0 ESTHER TOPOROVSKY LEFT 62020 DIRECTOR-GRID TS 1.00 X 0 0 0 JULIA BOVEY DIRECTOR-GRID TS 1.00 X 0 0 0 TRIA CASE LEFT 52020 DIRECTOR-GRID TS 1.00 X 0 0 0 1801466 0 100537 27 0 0 0 CIRCUITUS ENERGY SOLUTIONS 5160 PARFET ST UNIT B3 WHEAT RIDGE CO 80033 SUBCONTRACTOR 1001455 URBAN CORPS PO BOX 80156 SAN DIEGO CA 92138 SUBCONTRACTOR 395259 STANDARD SUN INC PO BOX 3162 BOURNE MA 02532 SUBCONTRACTOR 390032 CROSS THE DIVIDE 2329 OAK STREET BEREKLEY CA 94708 IT SERVICE 315194 HIGH POINT SOLAR PO BOX 100 PMB 104 MAMMOTH LAKES CA 93546 SUBCONTRACTOR 168099 9 11790 12880703 2346428 346184 15238921 FEE FOR SERVICE 900099 10655560 10655560 SASH/DAC SASH CONTRACT 900099 10026984 10026984 HQ SHARED INCOME 900099 4000925 4000925 OTHER REBATES/INCENTIV 900099 147323 147323 24830792 115 115 2450 11790 616 1834 1834 40071662 24830792 0 1949 X 1955019 598566 1123417 233036 11708337 10636051 398116 674170 42597 35401 2615 4581 2175215 2091525 32330 51360 1139703 951711 114818 73174 14200 14200 91716 91716 5961833 5917492 32524 11817 15454 11409 3937 108 498042 356091 132469 9482 307467 261903 25735 19829 1132093 960655 110003 61435 472755 391198 70508 11049 2619 1967 411 241 11225 11225 4478667 2466137 1580618 431912 212820 207750 4359 711 102368 52892 49476 PROJECT EXPENSES 8126408 8122501 3535 372 NONCASH DONATIONS 458791 458791 BUSINESS LICENSE AND PE 72644 60854 10719 1071 STAFF DEVELOPMENT 54988 39627 13697 1664 1552 1552 39036513 33635298 3815203 1586012 680207 1372839 274803 291858 200000 22349 4839631 6838460 1185679 523076 1257092 913939 456880 343153 19254062 20263096 26891262 29654831 2000879 2192186 1040470 1071842 833108 11188835 15383584 14230184 19480720 X 11723021 8639267 938057 1534844 12661078 10174111 26891262 29654831 X 1035149 566183 -4088299 X X 0 1 X 1 1 1 X 12293755 11144584 12141924 11325605 8368725 55274593 12293755 11144584 12141924 11325605 8368725 55274593 1209089 54065504 20 20 55274613 130622341 0.97810 1.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1257092 913939 343153 343153 CONSTRUCTION IN PROGRESS 1690980 REFUNDABLE DEPOSITS 1188818 INTERCOMPANY RECEIVABLES 17383298 20263096 INTERCOMPANY PAYABLES 14677294 WARRANTY LIABILITY 706290 15383584 X PART X, LINE 2: THE ORGANIZATION IS A QUALIFIED ORGANIZATION EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTIONS 501(C)(3) OF THE INTERNAL REVENUE CODE AND 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE, RESPECTIVELY. U.S. GAAP REQUIRES MANAGEMENT TO EVALUATE THE TAX POSITIONS TAKEN BY THE ORGANIZATION AND TO RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT, MORE LIKELY THAN NOT, WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE ("IRS"). MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION AND HAS CONCLUDED THAT, AS OF DECEMBER 31, 2020, THERE ARE NO UNCERTAIN POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY THE TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. X 1 17000 FMV X CONSTRUCTION MATERIAL 5 329184 FMV 1 0 0 0 PART I, COLUMN (B): THE NUMBER REPRESENTS THE NUMBER OF CONTRIBUTIONS MADE AND NOT THE NUMBER OF ITEMS CONTRIBUTED. FORM 990, PART VI, SECTION B, LINE 11B THE EXEMPT ORGANIZATION RETURNS ARE PREPARED BY AN OUTSIDE ACCOUNTING FIRM. AFTER COMPLETION OF SAID RETURNS, THE ORGANIZATION IS SENT A DRAFT OF THE EXEMPT ORGANIZATION RETURNS TO BE REVIEWED AND EXAMINED INTERNALLY. THE ORGANIZATION MAKES COPIES OF THE RETURNS AND DISTRIBUTES THEM TO THE BOARD OF DIRECTORS. AN AFFIDAVIT IS THEN SIGNED TO AUTHORIZE THE OUTSIDE ACCOUNTING FIRM TO PROCESS, SIGN AND PROVIDE COPIES OF THE RETURNS TO BE FILED WITH THE DESIGNATED GOVERNMENTAL AGENCIES. BEFORE THE EXEMPT ORGANIZATION RETURNS ARE FILED, A FINAL EXEMPT ORGANIZATION RETURN COPY IS FORWARDED TO ALL BOARD MEMBERS. THE EXECUTIVE DIRECTORS AND THEIR BOARDS WILL REVIEW THE FORM 990. ADDITIONALLY, THE AUDIT COMMITTEE, FINANCE COMMITTEE AND THE BOARD OF DIRECTORS OF GRID, INC. REVIEW THE AFFILIATE FORM 990'S. THE EXEMPT ORGANIZATION RETURNS ARE THEN FILED BY THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 12C ALL NEW BOARD MEMBERS AND KEY EMPLOYEES ARE REQUIRED TO SUBMIT A CONFLICT OF INTEREST DISCLOSURE FORM AS PART OF THEIR APPLICATION PROCESS AND TO UPDATE THIS FORM ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 AN AD HOC COMMITTEE IS FORMED BY THE BOARD AT THE END OF EACH YEAR TO REVIEW THE EXECUTIVE DIRECTOR AND SET THEIR SALARY FOR THE FOLLOWING YEAR. THE COMMITTEE REVIEWS THE PERFORMANCE OF THE EXECUTIVE DIRECTOR AS WELL AS SALARY SURVEYS FOR RELEVANT COMPARABLE SALARY LEVELS IN THE NON-PROFIT FIELD. THE COMMITTEE MAKES A RECOMMENDATION TO THE FULL BOARD, AND THE BOARD VOTES TO APPROVE SALARY ADJUSTMENTS. THE SALARY ADJUSTMENT IS THEN PRESENTED TO THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION C, LINE 19 GOVERNANCE DOCUMENTS ARE AVAILABLE FOR PUBLIC INSPECTION AT THE PRINCIPAL PLACE OF BUSINESS. THE CONFLICT OF INTEREST POLICY AND THE ORGANIZATION'S FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G STIPEND: PROGRAM SERVICE EXPENSES 792,662. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 2,590. TOTAL EXPENSES 795,252. CONSULTING: PROGRAM SERVICE EXPENSES 1,025,705. MANAGEMENT AND GENERAL EXPENSES 32,524. FUNDRAISING EXPENSES 9,227. TOTAL EXPENSES 1,067,456. SUBCONTRACTORS: PROGRAM SERVICE EXPENSES 4,099,125. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,099,125. FORM 990, PART XI, LINE 9: MEMBERS ADDED TO THE GROUP WITH NEGATIVE FUND BALANCES AT 1/1/2020 -4,088,299. FORM 990, PART XII, LINE 2C: THE BOARD OF DIRECTORS AND AUDIT COMMITTEE ARE RESPONSIBLE FOR OVERSIGHT OF THE ANNUAL AUDIT AND FOR SELECTION OF THE INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. FORM 990, PART XI, LINE 8 & 9: DURING THE CURRENT YEAR FINANCIAL AUDIT, IT WAS DISCOVERED THAT THERE WERE DONATIONS OF MATERIALS AND SUPPLIES IN THE PRIOR YEAR WHICH WERE NOT RECORDED ON THE AUDITED FINANCIAL STATEMENTS. THIS RESULTED IN A PRIOR PERIOD ADJUSTMENT TO RETAINED EARNINGS IN THE AMOUNT OF -$3,522,116 ON THE CURRENT YEAR AUDITED FINANCIAL STATEMENTS. DURING 2020 THREE AFFILIATES WERE ADDED TO THE GROUP RETURN WHICH HAD COMBINED NET NEGATIVE BEGINNING FUND BALANCES OF -$4,088,299. GRID ALTERNATIVES 1171 OCEAN AVENUE NO 200 OAKLAND CA 94608 260043353 TO PROVIDE ENERGY COST SAVINGS TO LOW-INCOME HOMEOWNERS CA 501(C)(3) LINE 10 N/A 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0