2020-08-05T17:37:34-05:00 2019-09-30 953001179 WINDES INC PO BOX 87 LONG BEACH CA 908010087 990 2018-10-01 954375022 CALSTART INC CALS 6267445600 48 S CHESTER AVE PASADENA CA 91106 PIERO STILLITANO CFO 6267445600 2020-07-30 1 DONITA M JOSEPH P00286656 5624351191 2020-07-30 66.215.11.242 2020-07-30 15:18:37 PD P 538639CB774AD01CFD1D30B3ED787E3288C9C662 AF10C69A5E1A0E49948DDC35C663156BE3C8813B 2018 2020-09-23 17:36:50Z JOHN BOESEL 48 S CHESTER AVE PASADENA CA 91106 59038313 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. 11 10 45 14 -3786 -5036 35013299 58934317 8210 43056 154 1946 66480 25230 35088143 59004549 0 0 0 0 4007144 5784462 0 0 0 30573670 52570792 34580814 58355254 507329 649295 28579466 26444520 23200247 20416006 5379219 6028514 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 44798529 CLEAN BUS & TRUCK, AND CLEAN MOBILITY OPTIONS PURCHASE INCENTIVE PROGRAMS TO IMPROVE AIR QUALITY AND REDUCE GREENHOUSE GAS EMISSIONS, CALSTART LEADS AND MANAGES CLEAN BUS & TRUCK INCENTIVE PROGRAMS IN CALIFORNIA, NEW YORK, AND CHICAGO. THE VOUCHER INCENTIVE PROGRAM (VIP) CONCEPT WAS INITIALLY DEVELOPED IN CALIFORNIA AND IS BEING PROMOTED AND IMPLEMENTED IN OTHER STATES AND REGIONS AS A COST-EFFECTIVE AND DIRECT METHOD FOR REDUCING THE INCREMENTAL COST OF CLEAN TRUCKS AND BUSES FOR FLEET OPERATIONS. CALSTART ALSO MANAGES THE CLEAN MOBILITY OPTIONS PROGRAM PROVIDING FUNDING FOR ZERO-EMISSION CARSHARING, CARPOOLING, BIKE-SHARING AND RIDE-ON-DEMAND SERVICES IN UNDERSERVED COMMUNITIES. 6574779 SEE SCHEDULE OTECHNOLOGY DEVELOPMENT AND DEMONSTRATION PROGRAM WORKING WITH THE FEDERAL TRANSIT ADMINISTRATION, THE CALIFORNIA ENERGY COMMISSION, THE DEPARTMENT OF ENERGY AND SEVERAL OTHER PARTNERS, CALSTART MANAGES AND PARTICIPATES IN NUMEROUS PROJECTS TO DEVELOP AND DEMONSTRATE ADVANCED MEDIUM AND HEAVY-DUTY VEHICLE TECHNOLOGIES IN CALIFORNIA AND OTHER STATES. THESE EFFORTS ARE PLAYING AN IMPORTANT ROLE IN MAKING ZERO, AND NEAR ZERO EMISSION, LOWER CARBON AND LOW NOX TRUCKS AND BUSES COMMERCIALLY VIABLE. OUTCOMES FROM A FEW KEY PROGRAMS INCLUDE THE DEPLOYMENT AND FIELD TESTING OF MULTIPLE BATTERY ELECTRIC AND FUEL CELL BUS AND TRUCK TECHNOLOGIES, INCLUDING BOTH ON AND OFF-ROAD VEHICLES. CALSTART ALSO COORDINATES EFFORTS TO PROVIDE CLEAN CORRIDORS FOR FREIGHT MOVEMENT, STUDIES TRAFFIC PATTERNS AND PROVIDES THIRD PARTY MEASUREMENT, ASSESSMENT AND VALIDATION OF NEW TECHNOLOGIES AND VEHICLES. 860175 MEMBER SERVICES AND CONFERENCES CALSTART PROVIDES A WIDE RANGE OF SERVICES, INCLUDING NETWORKING AND STRATEGIC PARTNERING, TO ITS 190+ MEMBER COMPANIES. THE MEMBERS BENEFIT FROM CALSTART RESEARCH AND ANALYSIS REPORTS AND INFORMATION REGARDING NEW OPPORTUNITIES AND TRENDS. CALSTART ORGANIZED AND PARTICIPATED IN NUMEROUS SUCCESSFUL CONFERENCES AND EVENTS THAT BROUGHT LEADING INDUSTRY OFFICIALS AND POLICYMAKERS TOGETHER TO INCLUDE THE CALIFORNIA CLEAN TRANSPORTATION SUMMIT IN SACRAMENTO, THE HIGH-EFFICIENCY TRUCK USERS FORUM (HTUF) CONFERENCE IN MICHIGAN AND THE BUILDING BEACHHEAD MARKETS FOR TRUCKS AND BUSES WORKSHOP. 4604947 43056 OTHER PROGRAM SERVICES 4604947 43056 56838430 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 47 0 1 45 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 11 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 MICHAEL BRITT JR DIRECTOR 1.00 X 0 0 0 JACK BROADBENT DIRECTOR 1.00 X 0 0 0 DONNA DEMARTINO 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 BOB HOLYCROSS DIRECTOR 1.00 X 0 0 0 WAYNE NASTRI DIRECTOR 1.00 X 0 0 0 MIKE O'CONNELL DIRECTOR 1.00 X 0 0 0 SCOTT PHILLIPPI DIRECTOR 1.00 X 0 0 0 LAURA RENGER DIRECTOR 1.00 X 0 0 0 KATIE SLOAN DIRECTOR 1.00 X 0 0 0 PASQUALE ROMANO 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 JOHN BOESEL PRESIDENT & CEO 40.00 X 341490 0 52662 PIERO STILLITANO CHIEF FINANCIAL OFFICER 40.00 X 91332 0 12326 JASNA TOMIC VICE PRESIDENT 40.00 X 137621 0 30034 WILLIAM VAN AMBURG EXECUTIVE VICE PRESIDENT 40.00 X 237112 0 41562 FRED R SILVER VICE PRESIDENT 40.00 X 198153 0 40751 ALYCIA GILDE SENIOR DIRECTOR 40.00 X 158300 0 26749 THOMAS BROTHERTON DIRECTOR OF MARKET ACCELERATION 40.00 X 133548 0 39548 JEFFREY NEAL CAPERTON ACCOUNTING DIRECTOR 40.00 X 122958 0 33018 KIMBERLY TAYLOR SENIOR PROGRAM MANAGER 40.00 X 117986 0 41118 MAUREEN MARSHALL MIDWEST REGIONAL DIRECTOR 40.00 X 114717 0 23146 1653217 0 340914 11 0 1 0 ACHATES POWER INC 4060 SORRENTO VALLEY BLVD SAN DIEGO CA 92121 SUBRECIPIENT 3908274 BYD COACH AND BUS LLC 1800 S FIGUEROA ST LOS ANGELES CA 90015 SUBRECIPIENT 2528000 DIVISION OF LABOR LLC 328A PINE ST SAUSALITO CA 94965 DIGITAL ADVERTISING CAMPAIGN 678500 TETRA TECH DIVISIONS 3475 EAST FOOTHILL BLVD PASADENA CA 91107 SUBCONTRACTOR 643605 AUBURN UNIVERSITY 381 MELL ST AUBURN AL 36849 SUBRECIPIENT 500000 13 565666 53209834 5158817 58934317 PROGRAM FEES 900099 42905 42905 DATA LOGGERS 900099 151 151 43056 994 994 28298 33764 -5466 -5466 -3786 -1680 952 0 952 952 952 MISCELLANEOUS INCOME 900099 30696 30696 30696 59004549 43056 -3786 30962 1317788 1317788 2907749 2269151 638598 120226 108497 11729 1099283 1045448 53835 339416 323766 15650 88185 88185 100904 100904 3773848 3498482 275366 173823 128794 45029 208278 208278 375053 341188 33865 437011 426463 10548 249908 83361 166547 114150 105018 9132 83951 41774 42177 SUBRECIPIENTS/SUBCONT. 46638617 46638617 EQUIPMENT COSTS 110461 77239 33222 TELEPHONE & COMM. 100736 85145 15591 115867 38517 77350 58355254 56838430 1516824 0 18919941 18700752 900 900 5981312 4098540 140789 219926 4471490 1058854 3521291 3412636 15233 11766 28579466 26444520 5744534 2328575 15558188 16098316 1881982 1815987 15543 173128 23200247 20416006 X 5379219 6028514 5379219 6028514 28579466 26444520 649295 0 X 0 1 X 1 1 1 X 21194413 29764830 33510734 35013299 58934317 178417593 21194413 29764830 33510734 35013299 58934317 178417593 178417593 131 43 42 154 994 1364 31338 45623 50200 71590 30696 229447 178648404 51266 0.99870 0.99860 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 100904 100904 0 PART II-B, LINE 1: CALSTART HIRED LOBBYISTS TO IMPACT POLICIES CONSISTENT WITH THE CALSTART, INC. MISSION. 1998656 1998656 2400299 993198 1407101 72535 65656 6879 3412636 INTEREST RATE SWAP MARK-TO-MARKET 173128 173128 X 59038313 33764 33764 59004549 0 59004549 58389018 33764 33764 58355254 0 58355254 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 33,764. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 33,764. X X X X 0 0 0 0 0 0 0 0 0 JOHN BOESEL PRESIDENT & CEO 230169 0 111321 0 0 0 18414 0 34248 0 394152 0 0 0 JASNA TOMIC VICE PRESIDENT 124767 0 12854 0 0 0 9969 0 20065 0 167655 0 0 0 WILLIAM VAN AMBURG EXECUTIVE VICE PRESIDENT 178474 0 58638 0 0 0 14278 0 27284 0 278674 0 0 0 FRED R SILVER VICE PRESIDENT 157743 0 40410 0 0 0 12599 0 28152 0 238904 0 0 0 ALYCIA GILDE SENIOR DIRECTOR 142252 0 16048 0 0 0 11380 0 15369 0 185049 0 0 0 THOMAS BROTHERTON DIRECTOR OF MARKET ACCELERATION 120954 0 12594 0 0 0 9663 0 29885 0 173096 0 0 0 JEFFREY NEAL CAPERTON ACCOUNTING DIRECTOR 108194 0 14764 0 0 0 8656 0 24362 0 155976 0 0 0 KIMBERLY TAYLOR SENIOR PROGRAM MANAGER 106600 0 11386 0 0 0 8528 0 32590 0 159104 0 0 0 MG BRITT INC MEMBER OF THE BOARD OF DIRECTORS 32500 CONSULTING SERVICES UNDER ALION/HTUF GRANT 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.