CALSTART INC: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
CALSTART INC (EIN 95-4375022)
Tax period
2013-10-01 to 2014-09-30
Filed
2015-08-17
IRS object ID
201542299349304609
Schema version
2013v4.0
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)
Return2015-08-17T18:25:35-05:00ReturnTs
Tax Period End2014-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN330700332PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1VASQUEZ & COMPANY LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1801 S GRAND AVE SUITE 400AddressLine1
CityLOS ANGELESCity
StateCAState
ZIP Code90017ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN954375022EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CALSTART INCBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlCALSBusinessNameControlTxt
Phone6267445600PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line148 S CHESTER AVENUEAddressLine1
CityPASADENACity
StateCAState
ZIP Code911063105ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSCOTT CARRANOPersonNm
Person TitleCONTROLLER/ACTING CFOPersonTitleTxt
Phone6267445600PhoneNum
Signature2015-08-17SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGILBERT R VASQUEZPreparerPersonNm
PTINP00743144PTIN
Phone2138731700PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2016-04-25 22:37:26ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJOHN BOESELPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line148 SOUTH CHESTER AVENUEAddressLine1
CityPASADENACity
StateCAState
ZIP Code91106ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$21,897,279GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.CALSTART.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1992FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionTO 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 TECHNOLOGY COMPANIES THAT WILL CREATE NEW JOBS AND ECONOMIC OPPORTUNITIES ACROSS THE UNITED STATES.ActivityOrMissionDesc
Voting Members Governing Body13VotingMembersGoverningBodyCnt
Voting Members Independent12VotingMembersIndependentCnt
Total Employee29TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI-$43,528TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm-$43,528NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$33,953,924PYContributionsGrantsAmt
CY Contributions Grants$21,826,136CYContributionsGrantsAmt
PY Program Service Revenue$324,048PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$3,068PYInvestmentIncomeAmt
CY Investment Income$2,131CYInvestmentIncomeAmt
PY Other Revenue$384,528PYOtherRevenueAmt
CY Other Revenue-$43,528CYOtherRevenueAmt
PY Total Revenue$34,665,568PYTotalRevenueAmt
CY Total Revenue$21,784,739CYTotalRevenueAmt
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$3,450,268PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$3,499,357CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$31,248,162PYOtherExpensesAmt
CY Other Expenses$18,818,122CYOtherExpensesAmt
PY Total Expenses$34,698,430PYTotalExpensesAmt
CY Total Expenses$22,317,479CYTotalExpensesAmt
PY Revenues Less Expenses-$32,862PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$532,740CYRevenuesLessExpensesAmt
Total Assets BOY$12,112,932TotalAssetsBOYAmt
Total Assets EOY$15,129,465TotalAssetsEOYAmt
Total Liabilities BOY$7,256,653TotalLiabilitiesBOYAmt
Total Liabilities EOY$10,805,926TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$4,856,279NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$4,323,539NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO IMPROVE PUBLIC HEALTH AND PROTECT THE ENVIRONMENT BY REDUCING HARMFUL EMISSIONS FROM THE TRANSPORTATION SECTOR, WHILE WORKING TO SUPPORT GROWTH OF CLEAN TRANSPORTATION TECHNOLOGY COMPANIES THAT CREATE NEW JOBS AND ECONOMIC OPPORTUNITIES ACROSS THE UNITED STATES.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$11,440,374ExpenseAmt
Revenue$11,501,350RevenueAmt
DescCLEAN BUS & TRUCK PURCHASE INCENTIVE PROGRAMS: TO IMPROVE AIR QUALITY AND REDUCE GREENHOUSE GAS EMISSIONS, CALSTART LEAD AND MANAGED 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 NOW BEING USED ELSEWHERE. IT IS A COST-EFFECTIVE AND DIRECT METHOD FOR REDUCING THE COST OF CLEAN TRUCKS AND BUSES FOR FLEET OPERATORS. IN CALIFORNIA, SAN JOAQUIN VALLEY AIR POLLUTION CONTROL DISTRICT PROVIDED ADDITIONAL MATCHING FUNDS TO SPUR THE PURCHASE AND USE OF CLEANER TRUCKS AND BUSES IN THAT REGION.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$6,182,944ExpenseAmt
Revenue$6,182,944RevenueAmt
DescTECHNOLOGY DEVELOPMENT AND DEMONSTRATION PROGRAM: WORKING WITH THE FEDERAL TRANSIT ADMINISTRATION AND THE CALIFORNIA ENERGY COMMISSION, CALSTART MANAGED AND PARTICIPATED IN A NUMBER OF PROGRAMS 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 TRUCKS AND BUSES COMMERCIALLY VIABLE. AMONG OTHERS, PROGRAMS WERE LAUNCHED TO DEPLOY BOTH BATTERY ELECTRIC AND FUEL CELL BUS TECHNOLOGY IN AREAS RANGING FROM STOCKTON, CALIFORNIA TO CANTON, OHIO. CALSTART ALSO COMPLETED A STUDY IDENTIFYING ZERO EMISSION PATHWAYS FOR TRUCKS SERVING MAJOR PORTS AND HEAVILY POLLUTED REGIONS. CALSTART ALSO PROVIDES THIRD PARTY ASSESSMENT AND VALIDATION OF NEW TECHNOLOGIES AND VEHICLES.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$1,480,474ExpenseAmt
Revenue$1,530,291RevenueAmt
DescMEMBER SERVICES AND CONFERENCES: CALSTART PROVIDES A WIDE RANGE OF SERVICES, NETWORKING, AND STRATEGIC PARTNERING SERVICES TO ITS 150 MEMBER COMPANIES. THE MEMBERS BENEFITED FROM CALSTART ANALYSES AND INFORMATION REGARDING NEW OPPORTUNITIES AND TRENDS. THE ORGANIZATION HELD A NUMBER OF SUCCESSFUL CONFERENCES AND EVENTS THAT BROUGHT LEADING INDUSTRY OFFICIALS AND POLICYMAKERS TOGETHER, INCLUDING THE 2ND ANNUAL CLEAN LOW CARBON FUELS SUMMIT IN SACRAMENTO AND THE HTUF CONFERENCE IN MICHIGAN.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$2,450,358ExpenseAmt
Revenue$2,613,682RevenueAmt
DescOTHER PROGRAM SERVICES CONSIST OF RESEARCH AND DATA ANALYSIS PROJECTS PERFORMED FOR THE TRANSPORTATION INDUSTRY AND RELATED NON-PROFITS AND GOVERNMENT ENTITIES TO DEVELOP MODELS, SOLUTIONS AND REPORTS ON TECHNOLOGY EFFICACY IN GREENHOUSE GAS REDUCTION, USER ACCEPTANCE AND COMMERCIAL VIABILITY OF NEW TECHNOLOGIES IN LIGHT DUTY VEHICLES, HEAVY DUTY TRUCKS, BUSES AND FUELS.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$2,450,358TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue$2,613,682TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$21,554,150TotalProgramServiceExpensesAmt
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
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
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 With Officer Ent0BusinessRlnWithOfficerEntInd
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 Document10IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee29EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
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
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members13GoverningBodyVotingMembersCnt
Independent Voting Member12IndependentVotingMemberCnt
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 Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SCOTT CARRANOBusinessNameLine1
FieldValueIRS element (for citing)
Phone6267445600PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line148 S CHESTER AVENUEAddressLine1
CityPASADENACity
StateCAState
ZIP Code911063105ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
JOHN BOESEL
PRES.& CEO, DIR.,40.00Yes (X)Yes (X)$225,289$0$39,954
STEPHEN TRICHKA
DIRECTOR1.00Yes (X)$0$0$0
MICHAEL BRITT
DIRECTOR1.00Yes (X)$0$0$0
JACK BROADBENT
DIRECTOR1.00Yes (X)$0$0$0
KAREN HAMBERG
DIRECTOR1.00Yes (X)$0$0$0
RON GOODMAN
DIRECTOR1.00Yes (X)$0$0$0
BRIAN OLSON
DIRECTOR1.00Yes (X)$0$0$0
PUON PENN
DIRECTOR1.00Yes (X)$0$0$0
PAUL RIVERA
DIRECTOR1.00Yes (X)$0$0$0
DIPENDER SALUJA
DIRECTOR1.00Yes (X)$0$0$0
CHRIS STODDART
DIRECTOR1.00Yes (X)$0$0$0
GEORGE SURVANT
DIRECTOR1.00Yes (X)$0$0$0
CAROLINE CHOI
DIRECTOR1.00Yes (X)$0$0$0
YESEWLIK AYALEW
VP CFO & TREASURER40.00Yes (X)$218,218$0$48,496
BILL VAN AMBURG
SR. VICE PRESIDENT40.00$177,394$0$37,467Yes (X)
FRED SILVER
VICE PRESIDENT40.00$162,504$0$35,815Yes (X)
BEATY KEVIN
VICE PRESIDENT & HTUF DIRECTOR40.00$183,800$0$40,187Yes (X)
LARRY WNUK
SENIOR PROGRAM MANAGER40.00$128,794$0$41,183Yes (X)
MICHAEL IPPOLITI
PROGRAM MANAGER40.00$127,256$0$21,483Yes (X)
TOM BROTHERTON
REGIONAL DIRECTOR40.00$114,200$0$35,634Yes (X)
SUSAN ROMEO
DIR. OF MARKETING & COMMUNICATION40.00$107,808$0$8,955Yes (X)
JASNA TOMIC
FUELS PROGRAM MANAGER40.00$106,059$0$29,603Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,551,322TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$338,777TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K10IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

FieldValueIRS element (for citing)
PersonCHRISTINE KEHOEPersonNm

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line12834 DALE STREETAddressLine1
CitySAN DIEGOCity
StateCAState
ZIP Code92104ZIPCode
FieldValueIRS element (for citing)
ServicesCPEVC CONSULTANTServicesDesc
Compensation$160,435CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
Membership Dues$353,582MembershipDuesAmt
Government Grants$19,237,966GovernmentGrantsAmt
All Other Contributions$2,234,588AllOtherContributionsAmt
Total Contributions$21,826,136TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,131TotalRevenueColumnAmt
Exclusion$2,131ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$69,012RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$112,540RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real-$43,528RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column-$43,528TotalRevenueColumnAmt
Unrelated Business Revenue-$43,528UnrelatedBusinessRevenueAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$21,784,739TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue-$43,528UnrelatedBusinessRevenueAmt
Exclusion$2,131ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,551,322TotalAmt
Program Services$1,551,322ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$734,840TotalAmt
Program Services$427,025ProgramServicesAmt
Management And General$307,815ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$192,479TotalAmt
Program Services$146,514ProgramServicesAmt
Management And General$45,965ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$1,020,716TotalAmt
Program Services$929,468ProgramServicesAmt
Management And General$91,248ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$629TotalAmt
Program Services$629ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,307,451TotalAmt
Program Services$1,296,934ProgramServicesAmt
Management And General$10,517ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$298TotalAmt
Program Services$274ProgramServicesAmt
Management And General$24ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$37,537TotalAmt
Program Services$25,583ProgramServicesAmt
Management And General$11,954ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$28,175TotalAmt
Program Services$12,009ProgramServicesAmt
Management And General$16,166ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$435,052TotalAmt
Program Services$435,036ProgramServicesAmt
Management And General$16ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$61,698TotalAmt
Program Services$21,980ProgramServicesAmt
Management And General$39,718ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$123,146TotalAmt
Program Services$104,775ProgramServicesAmt
Management And General$18,371ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$59,750TotalAmt
Program Services$30,554ProgramServicesAmt
Management And General$29,196ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
SUBRECIPIENT$16,059,650$16,059,650
PUBLIC RELATION/GOV'T A$190,530$124,297$66,233
TELEPHONE$156,918$106,778$50,140
SUPPORT COST SERVICE$81,926$53,582$28,344

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$275,362TotalAmt
Program Services$227,740ProgramServicesAmt
Management And General$47,622ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$22,317,479TotalAmt
Program Services$21,554,150ProgramServicesAmt
Management And General$763,329ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$48,101BOYAmt
EOY$3,693,812EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$2,444,733BOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$5,568,014BOYAmt
EOY$7,449,756EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$11,113BOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$225,038BOYAmt
EOY$156,003EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$4,394,454LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$607,550LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$3,797,264BOYAmt
EOY$3,786,904EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$10,634BOYAmt
EOY$9,674EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$8,035BOYAmt
EOY$33,316EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$12,112,932BOYAmt
EOY$15,129,465EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$3,762,620BOYAmt
EOY$3,665,554EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$1,669,474BOYAmt
EOY$5,429,337EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$1,711,035BOYAmt
EOY$1,589,413EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$113,524BOYAmt
EOY$121,622EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$7,256,653BOYAmt
EOY$10,805,926EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$4,856,279BOYAmt
EOY$4,323,539EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,856,279BOYAmt
EOY$4,323,539EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$12,112,932BOYAmt
EOY$15,129,465EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$532,740ReconcilationRevenueExpnssAmt
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$9,518,159CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$28,928,980CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$18,225,374CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$33,953,924CurrentTaxYearMinus1YearAmt
Current Tax Year$21,826,136CurrentTaxYearAmt
Total$112,452,573TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$9,518,159CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$28,928,980CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$18,225,374CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$33,953,924CurrentTaxYearMinus1YearAmt
Current Tax Year$21,826,136CurrentTaxYearAmt
Total$112,452,573TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$112,452,573PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,127CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,736CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,476CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,068CurrentTaxYearMinus1YearAmt
Current Tax Year$2,131CurrentTaxYearAmt
Total$12,538TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,170,704CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$287,354CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,563,332CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$384,528CurrentTaxYearMinus1YearAmt
Current Tax Year-$43,528CurrentTaxYearAmt
Total$3,362,390TotalAmt
FieldValueIRS element (for citing)
Total Support$115,827,501TotalSupportAmt
Gross Receipts Rltd Activities$1,317,380GrossReceiptsRltdActivitiesAmt
Public Support CY1700.97090PublicSupportCY170Pct
Public Support PY1700.95770PublicSupportPY170Pct
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$136,125OtherActivitiesAmt
Total Lobbying Expenditures$136,125TotalLobbyingExpendituresAmt
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 CALSTART'S MISSIONExplanationTxt

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$2,061,076OtherCostOrOtherBasisAmt
Depreciation$488,303DepreciationAmt
Book Value$1,572,773BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$123,349OtherCostOrOtherBasisAmt
Depreciation$20,626DepreciationAmt
Book Value$102,723BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$211,373OtherCostOrOtherBasisAmt
Depreciation$98,621DepreciationAmt
Book Value$112,752BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$3,786,904TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescCURRENT PORTION OF LONG-TERM LOAN PAYABLEDesc
Amt$121,622Amt
FieldValueIRS element (for citing)
Total Liability$121,622TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$21,897,279TotalRevEtcAuditedFinclStmtAmt
Other Revenue$112,540OtherRevenueAmt
Revenue Not Reported$112,540RevenueNotReportedAmt
Revenue Subtotal$21,784,739RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$21,784,739TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$22,430,019TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$112,540OtherExpensesIncludedAmt
Expenses Not Reported$112,540ExpensesNotReportedAmt
Expenses Subtotal$22,317,479ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$22,317,479TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2:THE CORPORATION HAS EVALUATED ITS TAX POSITIONS AND THE CERTAINTY AS TO WHETHER THOSE POSITIONS WILL BE SUSTAINED IN THE EVENT OF AN AUDIT BY TAXING AUTHORITIES AT THE FEDERAL AND STATE LEVELS. THE PRIMARY TAX POSITIONS EVALUATED RELATE TO THE CORPORATIONS 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 (>50%) BE SUSTAINED UPON POTENTIAL AUDIT OR EXAMINATION; THEREFORE, NO DISCLOSURE OF UNCERTAIN INCOME TAX POSITIONS ARE REQUIRED. THE CORPORATION FILES INFORMATION RETURNS IN THE US FEDERAL JURISDICTION AND THE STATE OF CALIFORNIA. WITH FEW EXCEPTIONS, THE CORPORATION IS NO LONGER SUBJECT TO U.S. FEDERAL AND STATE EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2009.
PART XI, LINE 2D - OTHER ADJUSTMENTS:RENTAL EXPENSES 112,540.
PART XII, LINE 2D - OTHER ADJUSTMENTS:RENTAL EXPENSES 112,540.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
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 (6 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
PRES.& CEO, DIR.,$225,289$0$0$0$0$0$18,023$0$21,931$0$265,243$0$0$0
YESEWLIK AYALEW
VP CFO & TREASURER$210,320$0$7,898$0$0$0$16,826$0$31,670$0$266,714$0$0$0
BILL VAN AMBURG
SR. VICE PRESIDENT$165,774$0$11,620$0$0$0$13,262$0$24,205$0$214,861$0$0$0
FRED SILVER
VICE PRESIDENT$153,833$0$8,671$0$0$0$12,307$0$23,508$0$198,319$0$0$0
BEATY KEVIN
VICE PRESIDENT & HTUF DIRECTOR$175,000$0$8,800$0$0$0$12,800$0$27,387$0$223,987$0$0$0
LARRY WNUK
SENIOR PROGRAM MANAGER$122,176$0$6,618$0$0$0$9,774$0$31,409$0$169,977$0$0$0

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
BAE SYSTEMS CONTROL INC
EXECUTIVES OF THE INTERESTED PERSON IS A MEMBER OF THE BOARD OF DIRECTORS$97,225SUBRECIPIENT AGREEMENT0
RICARDO INC
EXECUTIVES OF THE INTERESTED PERSON WAS A MEMBER OF THE BOARD OF DIRECTORS$26,627SUBRECIPIENT AGREEMENT0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11CALSTART INC. OUTSIDE AUDITORS AND FINANCE STAFF PREPARE THE FORM 990. THE FORM IS THEN REVIEWED AND APPROVED BY THE ORGANIZATION'S CHIEF FINANCIAL OFFICER, CHIEF EXECUTIVE OFFICER, AND THE BOARD'S FINANCE COMMITTEE CHAIR. 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 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 15ATHE BOARD REVIEWED CALSTART INC. CEO'S COMPENSATION. THE BOARD REVIEWED 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 PUBLIC GRANT APPLICATION. HOWEVER, THERE IS NO PROCESS FOR MAKING THESE AVAILABLE TO THE PUBLIC.

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