Civic Intelligence

Grid Alternatives

990 • Fiscal year 2019 • EIN 26-0043353

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 05, 2020

1171 Ocean Avenue No 200Oakland, CA 94608

(510) 731-1310

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

90th percentile

0.92x

Higher debt load relative to assets than 90% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Liabilities / Revenue

82nd percentile

1.45x

Higher debt load relative to revenue than 82% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Net Margin

8th percentile

-29%

Higher net margin than 8% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Top Officer Pay

42nd percentile

$219,146

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 1.3% of source-year revenue.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Asset Growth

32nd percentile

0.2%

Faster asset growth than 32% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Revenue Growth

32nd percentile

-1.8%

Faster revenue growth than 32% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Assets

Up

$26,024,978

Up $54,437 (+0.2%) from 2018

Net Assets

Down

$2,028,095

Down $4,752,274 (-70%) from 2018

Liabilities

Up

$23,996,883

Up $4,806,711 (+25%) from 2018

Revenue

Down

$16,530,975

Down $310,898 (-1.8%) from 2018

Expenses

Down

$21,283,249

Down $2,109,962 (-9.0%) from 2018

Net Income

Up

-$4,752,274

Up $1,799,064 (+27%) from 2018

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$80M$60M$40M$20M$0Assets 2012: $9,598,046Liabilities 2012: $2,625,744Net Assets 2012: $6,972,3022012Assets 2013: $10,418,276Liabilities 2013: $2,543,417Net Assets 2013: $7,874,8592013Assets 2014: $11,938,817Liabilities 2014: $3,328,978Net Assets 2014: $8,609,8392014Assets 2015: $14,411,684Liabilities 2015: $3,294,189Net Assets 2015: $11,117,4952015Assets 2016: $23,717,046Liabilities 2016: $13,810,863Net Assets 2016: $9,906,1832016Assets 2017: $27,716,507Liabilities 2017: $14,314,686Net Assets 2017: $13,401,8212017Assets 2018: $25,970,541Liabilities 2018: $19,190,172Net Assets 2018: $6,780,3692018Assets 2019: $26,024,978Liabilities 2019: $23,996,883Net Assets 2019: $2,028,0952019Assets 2020: $30,271,553Liabilities 2020: $21,852,546Net Assets 2020: $8,419,0072020Assets 2021: $40,864,368Liabilities 2021: $22,824,308Net Assets 2021: $18,040,0602021Assets 2022: $33,326,272Liabilities 2022: $26,381,945Net Assets 2022: $6,944,3272022Assets 2023: $63,289,155Liabilities 2023: $30,440,902Net Assets 2023: $32,848,2532023Assets 2024: $63,533,054Liabilities 2024: $28,664,700Net Assets 2024: $34,868,3542024

Highlighted filing

2019

Assets$26,024,978
Liabilities$23,996,883
Net Assets$2,028,095

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$80M$60M$40M$20M$0-$20MExpenses 2012: $29,878,7512012Revenue 2013: $19,235,059Expenses 2013: $18,332,502Net Income 2013: $902,5572013Revenue 2014: $19,444,035Expenses 2014: $18,709,055Net Income 2014: $734,9802014Revenue 2015: $22,520,432Expenses 2015: $20,012,776Net Income 2015: $2,507,6562015Revenue 2016: $17,023,762Expenses 2016: $18,235,074Net Income 2016: -$1,211,3122016Revenue 2017: $30,442,665Expenses 2017: $26,947,027Net Income 2017: $3,495,6382017Revenue 2018: $16,841,873Expenses 2018: $23,393,211Net Income 2018: -$6,551,3382018Revenue 2019: $16,530,975Expenses 2019: $21,283,249Net Income 2019: -$4,752,2742019Revenue 2020: $27,084,220Expenses 2020: $21,981,341Net Income 2020: $5,102,8792020Revenue 2021: $37,598,833Expenses 2021: $28,083,267Net Income 2021: $9,515,5662021Revenue 2022: $23,149,824Expenses 2022: $33,998,773Net Income 2022: -$10,848,9492022Revenue 2023: $63,276,169Expenses 2023: $37,598,598Net Income 2023: $25,677,5712023Revenue 2024: $46,882,198Expenses 2024: $45,057,997Net Income 2024: $1,824,2012024

Highlighted filing

2019

Revenue$16,530,975
Expenses$21,283,249
Net Income-$4,752,274
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 5, 2020
Return Version
2019v5.1
Gross Receipts
$16,530,975
Mission and Program Overview

Mission

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.

Grid alternatives' mission is 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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$10,662,453$15,730,620▲ $5,068,167
Accounts Receivable$7,137,921$4,820,659▼ $2,317,262
Investments in Publicly Traded Securities$1,282,356$1,525,208▲ $242,852
Cash and Non-Interest-Bearing Accounts$2,150,312$705,696▼ $1,444,616
Prepaid Expenses and Deferred Charges$531,441$393,843▼ $137,598
Savings and Temporary Cash Investments$49,887$105,978▲ $56,091
Land, Buildings, and Equipment, Net$92,811$102,777▲ $9,966
Pledges and Grants Receivable$2,500,000$100,000▼ $2,400,000
Investments Other Securities$15,947$0▼ $15,947
Total Assets$25,970,541$26,024,978▲ $54,437
Other Assets Total$1,547,413$2,540,197▲ $992,784
Liabilities
Other Liabilities$16,598,055$15,890,667▼ $707,388
Mortgage Notes Payable Secured by Investment Property$1,000,000$4,684,500▲ $3,684,500
Deferred Revenue$947,641$1,733,046▲ $785,405
Accounts Payable and Accrued Expenses$644,476$1,688,670▲ $1,044,194
Total Liabilities$19,190,172$23,996,883▲ $4,806,711
Net Assets / Fund Balance
Net Assets With Donor Restrictions$8,881,419$4,585,670▼ $4,295,749
Net Assets Without Donor Restrictions$-2,101,050$-2,557,575▼ $456,525
Total Net Assets Fund Balance$6,780,369$2,028,095▼ $4,752,274
Total Liabilities and Net Assets / Fund Balance$25,970,541$26,024,978▲ $54,437

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$102,777$251,146$353,923
Other Assets Org$109,153--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Timothy SearsChief Operations OfficerFT$202,614$16,532$219,146
Stanley GreschnerChief Policy and Business Development OfficerFT$193,000$9,187$202,187
Stanley GreschnerChief Policy and Business Developmen-$193,000$9,187$202,187
Piotr KodzisCFOFT$149,891$36,033$185,924
Erica MackieCEOPT$170,176$2,282$172,458
Adam Bad WoundVice President, PhilanthropyFT$162,844$8,533$171,377
Jeffrey ColemanVP of OutreachFT$160,000$3,248$163,248
Annamarie CalomayVP of ConstructionPT$154,800$4,175$158,975
Zachary FranklinChief Strategy OfficerFT$119,258$20,008$139,266
Catherine KerrVP, People and CultureFT$127,700$8,252$135,952
Erika SymmondsVP of Workforce Development and Service LearningFT$130,000$1,532$131,532
Tamara CraytonControllerFT$117,000$6,329$123,329
Steven FernandezVice President of OperationsPT$118,401$4,923$123,324

Board Members and Trustees

NameTitle
Phyllis CurrieChair
Orson AguilarVice Chair
Mary WenzelDirector
Robert RobinsonDirector
Karen EdsonDirector (thru 3/19)
Mara FeeneyDirector (thru 3/19)
William KissingerDirector (thru 3/19)
Mark AndrewsDirector (thru 4/19)
Ron BinzDirector (thru 9/19)
Brad SparksSecretary
Pilar ThomasTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Blue State DigitalWebsite Design62187 COLLECTIONS CENTER DRIVE, Chicago, IL 60693$799,598
Cross The DivideIt Services2329 OAK STREET, Berkeley, CA 94708$212,336
Cumulus VisionIt Services25 TAYLOR STREET, San Francisco, CA 94102$166,763
California State Council Of Service EmplTraining1130 K ST, Sacramento, CA 95814$150,000
Deena RosenConsulting819 51ST STREET, Oakland, CA 94608$128,098
Revenue and Support

Revenue Composition

Contributions and Grants
$6,929,470
Program Service Revenue
$9,282,608
Investment Income
$280,514
Other Revenue
$38,383
All Other Contributions
$2,657,539
Change in Net Assets
$-4,752,274

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table1$40,850Fair Market Value (FMV)
Other Non Cash Contri Table3$36,560Fair Market Value (FMV)
Clothing and Household Goods-$4,480Fair Market Value (FMV)
Total Noncash Contributions4$81,890-

Audited Revenue Reconciliation

Revenue per Audited Statements
$16,530,975
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$1,045,198
Total Revenue per Audited Statements
$17,576,173
Total Revenue per Form 990
$16,530,975
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$10,234,645
Other Expenses$9,390,103
Grants and Similar Amounts Paid$1,656,501
Total Fundraising Expense$1,345,198
Professional Fundraising Fees$2,000

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$4,545,750$2,236,895$813,842$7,596,487
Fees for Services Other$2,680,829$334,401$25,400$3,040,630
Grants to Domestic Orgs$1,610,682--$1,610,682
Current Officers, Directors, Trustees, and Key Employees$524,410$577,528$171,377$1,273,315
Information Technology$140,553$574,136$33,810$748,499
Payroll Taxes$424,582$227,068$72,998$724,648
Travel$450,145$120,519$57,762$628,426
Other Employee Benefits$568,714-$46,361$615,075
Occupancy$368,391$180,535$38,599$587,525
Insurance$227,025$329,662$26,566$583,253
Fees for Services Management-$500,000-$500,000
Office Expenses$113,024$221,736$18,317$353,077
Interest-$294,323-$294,323
Conferences and Meetings$209,147$60,140$9,513$278,800
Advertising$129,304$26,398$11,437$167,139
Fees for Services Accounting$11,848$65,521-$77,369
Grants to Domestic Individuals$45,819--$45,819
Depreciation Depletion$38,681$4,930$1,908$45,519
Fees for Services Legal$33,510$7,175-$40,685
Pension Plan Contributions$12,725$11,203$1,192$25,120
Fees for Service Investment Mgmnt Fees$1,537$13,046$9,013$23,596
Other Expenses$18,126$448$531$19,105
All Other Expenses$5,245$9,764$1,270$16,279
Fees for Services Professional Fundraising--$2,000$2,000
Total Functional Expenses$14,038,090$5,899,961$1,345,198$21,283,249

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$22,328,447
Expenses per Audited Statements$21,283,249
Total Expenses per Form 990$21,283,249
Expenses Not Reported on Form 990$1,045,198
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Round Valley Indian Housing Authority(rviha)Covelo, CA7871Tribal Fund Accelerator Fund Award$172,188
Ojo Encino ChapterOjo Encino, NM7871Tribal Fund Accelerator Fund Award$155,000
Rosebud Sioux TribeRosebud, SD7871Tribal Fund Accelerator Fund Award$150,000
San Pasqual Band of Mission IndiansValley Center, CA7871Tribal Fund Accelerator Fund Award$150,000
Big Pine Paiute TribeBig Pine, CA7871Tribal Fund Accelerator Fund Award$124,109
Northern Circle Indian Housing AuthorityUkiah, CA7871Tribal Fund Accelerator Fund Award$118,966
Pinoeville Pomo NationUkiah, CA7871Tribal Fund Accelerator Fund Award$112,000
Chemehuevi Indian TribeHavasu Lake, CA7871Tribal Fund Accelerator Fund Award$108,230
Kashia Band of Pomo IndiansSanta Rosa, CA7871Tribal Fund Accelerator Fund Award$102,596
Picuris PuebloPenasco, NM7871Tribal Fund Accelerator Fund Award$100,000
United Tribes Technical CollegeBismarck, ND7871Tribal Fund Accelerator Fund Award$100,000
Yurok TribeKlamath, CA7871Tribal Fund Accelerator Fund Award$100,000
Wiyot TribeLoleta, CA7871Tribal Fund Accelerator Fund Award$47,815
Timbisha Shoshone TribeBishop, CA7871Tribal Fund Accelerator Fund Award$42,278
American Indian College FundDenver, CO7871Tribal Fund Accelerator Fund Award$25,000

International Summary

Offices
3
Employees
7
Spending
$381,914

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
Central America and the CaribbeanProgram ServicesSolar Installation & Training17$262,595
South AsiaProgram ServicesSolar Installation & Training20$119,319
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$2,000
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Intercompany Payable$15,879,073
Warranty Payable$11,594
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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 outside accounting firm.

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 chief executive officer and chief financial/operations officer and set their salary for the following year. The committee reviews the performances of the chief executive officer and the chief financial/operations officer, 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 adjustments are then presented to the chief executive officer and chief financial/operations officer.

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 VIII, Line 2E

The organization shares program service revenue with its affiliates. The total on part viii, line 2e represents the affiliates' share of recognized revenues.

Filing and Contact Details

Filer

Filer Name
Grid Alternatives
EIN
26-0043353
Phone
5107311310
Address
1171 OCEAN AVENUE NO 200, OAKLAND, CA 94608

Signing Officer

Name
Erica Mackie
Title
CEO
Phone
5107311310
Signed
2020-11-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Erica Mackie
Formed
2002
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
152
Volunteers
261

Preparer

Firm
Armanino Llp
Address
12657 ALCOSTA BLVD STE 500, SAN RAMON, CA 94583-4600
Preparer
Matthew Petroski
Phone
9257902600
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Project consulting services: program service expenses 2,532,367. Management and general expenses 334,401. Fundraising expenses 18,900. Total expenses 2,885,668. Other stipend: program service expenses 148,462. Management and general expenses 0. Fundraising expenses 6,500. Total expenses 154,962.

FORM 990, PART XII, LINE 2C:

The board of directors is responsible for annual oversight of the annual audit and for selection of the independent accountant. This process has not changed from teh prior year.

Financial Statement Notes

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 require 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, 2019, 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.

Raw XML AppendixShowing 400 of 1,194 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Desc0PROVIDED ALTERNATIVE RENEWABLE ENERGY FOR LOW-INCOME RESIDENTS THROUGH CONSULTATION AND INSTALLATION OF RENEWABLE SOLAR ELECTRICAL SYSTEMS. IN-KIND SERVICES DONATED TO THE ORGANIZATION IN 2019 INCLUDED LEGAL COUNSEL (PRIMARILY AROUND AFFILIATION, HUMAN RESOURCES, AND PROJECT FINANCING) AND SKILLED SOLAR INSTALLATION ASSISTANCE THROUGH GRID ALTERNATIVE'S VOLUNTEER TEAM LEADER PROGRAM.
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IRS990/MissionDesc0GRID ALTERNATIVES' MISSION IS 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.
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