2017-08-07T09:17:15-05:00 2016-09-30 BDO USA LLP 8401 GREENSBORO DRIVE SUITE 800 MCLEAN VA 22102 990 2015-10-01 954375022 CALSTART INC % SCOTT CARRANO CFO CALS 6267445600 48 S CHESTER AVENUE PASADENA CA 91106 SCOTT CARRANO cfo 2017-08-07 true Marc Berger P01871563 7038930600 2015 2021-01-29 14:40:06Z JOHN BOESEL 48 SOUTH CHESTER AVENUE PASADENA CA 91106 29920730 false X WWW.CALSTART.ORG X 1992 CA SEE SCHEDULE O 15 14 30 0 -43296 -43296 21194413 29764830 0 0 131 -19092 -14345 2327 21180199 29748065 0 0 0 0 3222512 3272090 0 0 0 17953419 26266930 21175931 29539020 4268 209045 16806702 21717027 12478895 17180175 4327807 4536852 X To improve public health and protect the environment by reducing harmful emissions from the transportation sector, while actively working to support the growth of clean transportation technologies that will create quality jobs and economic opportunities across the United States. false false 17298926 Clean Bus & Truck Purchase Incentive Programs - to improve air quality and reduce greenhouse gas emissions, CALSTART leads and manages clean truck and bus incentive programs in California, New York, and Chicago. The Voucher Incentive Program (VIP) concept was initially developed in California and is being promoted, and has been 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 operators. 8788195 Technology 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. Finally, CALSTART continues its participation in the U.S.-China Race to Zero Emissions (R2ZE) project to deploy zero emission buses (ZEBS) domestically in a friendly competition with China. 835361 Member Services and Conferences - CALSTART provides a wide range of services, including networking and strategic partnering, to its 180+ 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 4th annual Clean Low-Carbon Fuels Summit in Sacramento, the High-Efficiency Truck Users Forum (HTUF) conference in Michigan and the Northeast Clean Freight Corridor Workshop. 1934093 28856575 true true false true false false false false false false true false false false false true true false false false false false false false false false false false false true false false false false false true false false false false false false false false false false false true 39 0 true 30 true true true false false false false false false false false false X 15 14 false false false false false false false true true false false true true true true true true true true false CA X X SCOTT CARRANO CFO 6267445600 48 SOUTH CHESTER AVENUE PASADENA CA 91106 Adrienne Alvord Director 1.0 0.0 X 0 0 0 Michael Britt Director 1.0 0.0 X 0 0 0 Jack Broadbent Director 1.0 0.0 X 0 0 0 Donna DeMartino Director 1.0 0.0 X 0 0 0 Frank DeRosa Director 1.0 0.0 X 0 0 0 Karen Hamberg Director 1.0 0.0 X 0 0 0 Puon Penn Director 1.0 0.0 X 0 0 0 Jeffrey Reed Director 1.0 0.0 X 0 0 0 Laura Renger Director 1.0 0.0 X 0 0 0 Pasquale Romano Director 1.0 0.0 X 0 0 0 Dipender Saluja Director 1.0 0.0 X 0 0 0 Chris Stoddart Director 1.0 0.0 X 0 0 0 George Survant Director 1.0 0.0 X 0 0 0 Stephen Trichka Director 1.0 0.0 X 0 0 0 John Boesel President and CEO 40.0 0.0 X X 289440 0 45637 Scott Carrano Chief Financial Officer 40.0 0.0 X 174654 0 33471 William Van Amburg Senior Vice President 40.0 0.0 X 179789 0 40637 Fred Silver Senior Vice President 40.0 0.0 X 163700 0 37033 Alycia Gilde Regional Director 40.0 0.0 X 133792 0 26571 Thomas Brotherton Regional Director 40.0 0.0 X 116390 0 37259 Michael Ippoliti Senior Program Manager 40.0 0.0 X 118981 0 22912 Jasna Tomic Senior Program Manager 40.0 0.0 X 108079 0 23910 Jeffrey Caperton Accounting Manager 40.0 0.0 X 103088 0 27581 1387913 0 295011 10 false true false christine kehoe 2834 dale street SAN DIEGO CA 92104 CPEV CONSULTANT 124554 gallery consulting design 15564 sprig street CHINO HILLS CA 91709 CONSULTING 152062 timothy henry weaver 5312 summit ct SHAWNEE MISSION KS 66216 consulting 195000 ODYNE SYSTEMS LLC W237 N2878 WOODGATE RD PEWAUKEE WI 53072 consulting 186331 4 429213 26385786 2949831 29764830 0 43 43 0 0 110234 153530 -43296 0 -43296 -43296 19135 -19135 -19135 -19135 0 0 0 CITY OF PASADENA - SOLAR REBATE 900099 25931 25931 BLUE SHIELD FY15 PREMIUM REFUND 900099 17861 17861 MISCELLANEOUS REFUNDS AND OTHER 900099 1831 1831 45623 29748065 -43296 26531 0 0 0 0 861364 861364 0 1311021 917823 393198 165674 154406 11268 756255 704818 51437 177776 165684 12092 0 10485 10485 0 90000 90000 0 0 1422731 1356076 66655 0 327977 318343 9634 0 0 114497 97156 17341 287544 261545 25999 0 0 51837 39100 12737 0 109553 84356 25197 32297 16403 15894 SUBRECIPIENTS 23475472 23475472 TELEPHONE AND COMMUNICATION 123452 106746 16706 ALL OTHER 221085 196798 24287 29539020 28856575 682445 0 6707038 4202630 0 0 0 0 6294133 13749176 0 0 0 0 0 0 0 0 72404 174004 4280902 706648 3700664 3574254 0 0 0 0 0 0 9914 0 22549 16963 16806702 21717027 3486081 2924760 0 0 7403401 12255415 0 0 0 0 0 0 1589413 2000000 0 0 0 0 12478895 17180175 X 4327807 4536852 0 0 0 0 4327807 4536852 16806702 21717027 209045 X false true X true true true X 18225374 33953924 21826136 21194413 29764830 124964677 0 0 18225374 33953924 21826136 21194413 29764830 124964677 0 124964677 1476 3068 2131 131 43 6849 0 1563332 384528 0 31338 45623 2024821 126996347 0.98400 0.98199 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 90000 90000 false PART II-B, LINE 1, LOBBYING ACTIVITIES Explanation: CALSTART hired lobbyists to impact policies consistent with the CALSTART mission. false 1998656 1998656 2218874 663405 1555469 2983 1193 1790 60389 42050 18339 0 3574254 0 0 X 29920730 29920730 -172665 -172665 29748065 29711685 172665 172665 29539020 29539020 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 THE 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 DISCLOSURE OF UNCERTAIN INCOME TAX POSITIONS ARE REQUIRED. AS OF SEPTEMBER 30, 2016, INFORMATION RETURNS SUBSEQUENT TO 2012 FILED BY CALSTART ARE SUBJECT TO EXAMINATION BY AUTHORITIES. PART XI, LINE 4b - OTHER ADJUSTMENTS RENTAL EXPENSES -$153,530 LOSS ON DISPOSAL OF ASSETS -19,135 --------- TOTAL PART XI, LINE 4B -$172,665 PART XII, LINE 2D - OTHER ADJUSTMENTS RENTAL EXPENSES $153,530 LOSS ON DISPOSAL OF ASSETS 19,135 -------- TOTAL PART XII, LINE 2D $172,665 X X X X false false false false false false false false false John Boesel President and CEO 231940 0 57500 0 0 0 18555 0 27082 0 335077 0 0 0 William Van Amburg Senior Vice President 172289 0 7500 0 0 0 13783 0 26854 0 220426 0 0 0 Fred Silver Senior Vice President 158700 0 5000 0 0 0 12696 0 24337 0 200733 0 0 0 Scott Carrano Chief Financial Officer 167154 0 7500 0 0 0 13372 0 20099 0 208125 0 0 0 Alycia Gilde Regional Director 133292 0 500 0 0 0 10663 0 15908 0 160363 0 0 0 Thomas Brotherton Regional Director 113557 0 2833 0 0 0 9085 0 28174 0 153649 0 0 0 BAE SYSTEMS CONTROL INC MEMBER BOARD OF DIRECTORS 125406 SUBRECIPIENT false NEW FLYER INDUSTRIES MEMBER BOARD OF DIRECTORS 1341197 SUBRECIPIENT false Part IV, Lines 1 and 2, Column D: Both companies provided subrecipient services under the FTA National Fuel Cell Bus Program, which is a cooperative initiative between government and industry to advance the commercialization of fuel cell technology in U.S. transit buses. FORM 990, PART I, LINE 1 - DESCRIPTION OF ORGANIZATION MISSION To improve public health and protect the environment by reducing harmful emissions from the transportation sector, while actively working to support the growth of clean transportation technologies that will create quality jobs and economic opportunities across the United States. FORM 990, PART VI, SECTION B, LINE 11A 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 ENTITY THAT (A) SOLD, SUPPLIED, OR PROVIDED SERVICES (B) OPERATED A COMPETING ENTERPRISE OR (C) PROVIDED 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 15A THE BOARD REVIEWED CALSTART INC. CEO'S COMPENSATION AND DATA OF COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED NONPROFIT EXECUTIVES. FORM 990, PART VI, SECTION B, LINE 15b The board reviewed the CALSTART Inc. CFOs 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.