Civic Intelligence

Openadr Alliance

EIN 27-3289370 • 501(c)6 • San Ramon, CA

Profile

Foster the development, adoption, and compliance of the Open Automated Demand Response standards through collaboration, education, training, testing and certification.

111 Deerwood Road Suite Ste 200San Ramon, CA 94583

www.openadr.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

17th percentile

0.00x

Higher debt load relative to assets than 17% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

17th percentile

0.00x

Higher debt load relative to revenue than 17% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2025

Net Margin

19th percentile

-6.0%

Higher net margin than 19% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

78th percentile

$237,960

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 28.5% of source-year revenue.

501(c)6 • $1M-$5M nonprofits • Source year 2025

Asset Growth

23rd percentile

-4.2%

Faster asset growth than 23% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

62nd percentile

9.9%

Faster revenue growth than 62% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$1,086,965

Down $264,428 (-20%) from 2022

Liabilities

Up

$3,000

Up $3,000 from 2022

Net Assets

Down

$1,083,965

Down $267,428 (-20%) from 2022

Operations
Liabilities / Revenue17th percentileNet Margin19th percentile

Revenue

Up

$834,580

Up $226,712 (+37%) from 2022

Expenses

Up

$884,746

Up $320,080 (+57%) from 2022

Net Income

Down

-$50,166

Down $93,368 (-216%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth23rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2012: $109,463Liabilities 2012: $0Net Assets 2012: $109,4632012Assets 2014: $384,802Liabilities 2014: $0Net Assets 2014: $384,8022014Assets 2015: $603,605Liabilities 2015: $1Net Assets 2015: $603,6042015Assets 2016: $686,475Liabilities 2016: $1Net Assets 2016: $686,4742016Assets 2017: $732,626Liabilities 2017: $20,449Net Assets 2017: $712,1772017Assets 2018: $894,921Liabilities 2018: $5,490Net Assets 2018: $889,4312018Assets 2019: $961,427Liabilities 2019: $500Net Assets 2019: $960,9272019Assets 2020: $1,126,827Liabilities 2020: $1,500Net Assets 2020: $1,125,3272020Assets 2021: $1,308,691Liabilities 2021: $500Net Assets 2021: $1,308,1912021Assets 2022: $1,351,393Liabilities 2022: $0Net Assets 2022: $1,351,3932022Assets 2025: $1,086,965Liabilities 2025: $3,000Net Assets 2025: $1,083,9652025

Highlighted filing

2025

Assets$1,086,965
Liabilities$3,000
Net Assets$1,083,965
Open 2025 Filing

Operations Trend

Revenue Growth62nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KExpenses 2012: $383,3482012Revenue 2014: $789,128Expenses 2014: $717,372Net Income 2014: $71,7562014Revenue 2015: $806,302Expenses 2015: $587,470Net Income 2015: $218,8322015Revenue 2016: $799,904Expenses 2016: $717,034Net Income 2016: $82,8702016Revenue 2017: $628,618Expenses 2017: $602,915Net Income 2017: $25,7032017Revenue 2018: $698,086Expenses 2018: $520,832Net Income 2018: $177,2542018Revenue 2019: $629,794Expenses 2019: $558,298Net Income 2019: $71,4962019Revenue 2020: $663,453Expenses 2020: $499,053Net Income 2020: $164,4002020Revenue 2021: $683,068Expenses 2021: $500,204Net Income 2021: $182,8642021Revenue 2022: $607,868Expenses 2022: $564,666Net Income 2022: $43,2022022Revenue 2025: $834,580Expenses 2025: $884,746Net Income 2025: -$50,1662025

Highlighted filing

2025

Revenue$834,580
Expenses$884,746
Net Income-$50,166
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,086,965
Liabilities
$3,000
Net assets
$1,083,965
Revenue
$834,580
Expenses
$884,746
Net income
-$50,166
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.09$0.00$1.08$0.83$0.88$0.05
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.35$0.00$1.35$0.61$0.56$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.31$0.00$1.31$0.68$0.50$0.18
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.13$0.00$1.13$0.66$0.50$0.16
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.96$0.00$0.96$0.63$0.56$0.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.89$0.01$0.89$0.70$0.52$0.18
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.73$0.02$0.71$0.63$0.60$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$0.80$0.72$0.08
2015Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.81$0.59$0.22
2014Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.38$0.79$0.72$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.11$0.00$0.11$0.38
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2024 to Aug 31, 2025
Signed
Nov 24, 2025
Return Version
2024v5.2
Gross Receipts
$834,580
Mission and Program Overview

Mission

Foster the development, adoption, and compliance of the Open Automated Demand Response standards through collaboration, education, training, testing and certification.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$788,902$806,988▲ $18,086
Cash and Non-Interest-Bearing Accounts$292,013$243,672▼ $48,341
Intangible Assets$53,216$36,305▼ $16,911
Total Assets$1,134,131$1,086,965▼ $47,166
Liabilities
Accounts Payable and Accrued Expenses-$3,000-
Total Liabilities$0$3,000▲ $3,000
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,134,131$1,083,965▼ $50,166
Total Net Assets Fund Balance$1,134,131$1,083,965▼ $50,166
Total Liabilities and Net Assets / Fund Balance$1,134,131$1,086,965▼ $47,166
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Rolf BienertManaging and Technical DirectorPT$237,960$237,960

Board Members and Trustees

NameTitle
Mark MatinezChairman of the Board
Geoff WickesDirector
Mary a PietteDirector
Albert ChiuTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$689,369
Program Service Revenue
$134,412
Investment Income
$10,799
Other Revenue
$0
Change in Net Assets
$-50,166
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$646,786
Salaries, Compensation, and Employee Benefits$237,960
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$108,000$129,960-$237,960
Advertising$163,238--$163,238
Fees for Services Other$155,790--$155,790
Conferences and Meetings$90,448--$90,448
Travel$48,912--$48,912
Fees for Services Accounting-$18,401-$18,401
Depreciation Depletion$16,911--$16,911
Other Expenses$14,178$8,820-$14,178
Insurance-$11,721-$11,721
Office Expenses-$9,897-$9,897
Fees for Services Management-$5,000-$5,000
Fees for Services Legal-$2,865-$2,865
Total Functional Expenses$688,560$196,186$0$884,746
International Activity

International Summary

Offices
1
Spending
$237,960

International Compliance

Foreign grant records maintained
Yes
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
Europe including Iceland and GreenlandProgram servicesTech Director Manage1-$237,960
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Management duties delegation Part VI line 3

“All administrative duties including but not limited to dues invoicing and collection, review and payment of vendor bills and advertising.”

Form 990 governing body review Part VI line 11

“Representatives of the governing body receive full copy of returns prior to filing for review and approval.”

Other officer or key employee compensation Part VI line 15B

“All compensation was reviewed and approved by the board. No person with conflict of interest involved in compensation decisions. The compensation was reasonable for the like responsibilities in the like enterprises under the like circumstances. Make necessary documentations.”

Governing documents etc available to public Part VI line 19

“Available upon request at organizations offices.”

Filing and Contact Details

Filer

Filer Name
Openadr Alliance
EIN
27-3289370
In Care Of
% Rolf Bienert
Phone
9258314767
Address
111 DEERWOOD ROAD SUITE STE 200, San Ramon, CA 94583

Signing Officer

Name
Rolf Bienert
Title
Managing Director
Phone
9258314767
Signed
2025-11-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mark Matinez
Formed
2010
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
6

Preparer

Firm
Jun Dong CPA
Address
11844 Dublin Blvd Suite B, Dublin, CA 94568
Preparer
Jun Dong
Phone
4158169600
Supplemental Narrative

Additional Explanations

List of other fees for services expenses Part IX line 11G

“Technical Service $155790”

Raw XML Appendix342 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/Form990PartVIISectionAGrp/OtherCompensationAmt20
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IRS990/Form990PartVIISectionAGrp/PersonNm2MARY A PIETTE
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IRS990/Form990PartVIISectionAGrp/TitleTxt0MANAGING AND TECHNICAL DIRECTOR
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IRS990/ProgSrvcAccomActy2Grp/Desc0Collaborate with SDOs and user groups for the continued enhancements of the OpenADR profile specification. Collaborate with the U.S. Department of Energy (DOE), Federal Energy Regulatory Commission (FERC), National Association of Regulatory Utility Commissioners (NARUC), and other government agencies to expand the adoption of OpenADR.The International Electrotechnical Commission (IEC) has approved the OpenADR 2.0b Profile Specification as a full IEC standard, to be known as IEC 62746-10-1 ED1.In 2020, a new project, openLEADR, was launched. This project creates an open source implementation of OpenADR.In 2021, OpenADR2.0 standard were accepted by BSI.In 2022, OpenADR attacts members from the automotive and associated sectors.In 2024, LonMark International serve as a hub for alternate suppliers of tools and components supporting LonWorks technology.
IRS990/ProgSrvcAccomActy3Grp/Desc0Facilitate OpenADR programs among utilities and system operators through case studies, specifications and industry best practices. Conduct and provide education and training sessions to help facilitate the development and adoption of OpenADR products and programs.
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IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt0237960
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0Europe including Iceland and Greenland
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt0Tech Director Manage
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0Program services
IRS990ScheduleF/BoycottCountriesInd0false
IRS990ScheduleF/ForeignCorpOwnershipInd0false
IRS990ScheduleF/ForeignPartnershipInd0false
IRS990ScheduleF/GrantRecordsMaintainedInd0true
IRS990ScheduleF/InterestInForeignTrustInd0false
IRS990ScheduleF/PassiveForeignInvestmestCoInd0false
IRS990ScheduleF/SubtotalOfficesCnt01
IRS990ScheduleF/SubtotalSpentAmt0237960
IRS990ScheduleF/TotalOfficeCnt01
IRS990ScheduleF/TotalSpentAmt0237960
IRS990ScheduleF/TransferToForeignCorpInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0237960
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0ROLF BIENERT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0MANAGING AND TECHNICAL DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0237960
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0All administrative duties including but not limited to dues invoicing and collection, review and payment of vendor bills and advertising.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Representatives of the governing body receive full copy of returns prior to filing for review and approval.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2All compensation was reviewed and approved by the board. No person with conflict of interest involved in compensation decisions. The compensation was reasonable for the like responsibilities in the like enterprises under the like circumstances. Make necessary documentations.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Available upon request at organizations offices.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Technical Service $155790
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Management duties delegation Part VI line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other officer or key employee compensation Part VI line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4List of other fees for services expenses Part IX line 11g
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01134131
IRS990/TotalAssetsEOYAmt01086965
IRS990/TotalAssetsGrp/BOYAmt01134131
IRS990/TotalAssetsGrp/EOYAmt01086965
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalContributionsAmt0689369
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0196186
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0688560
IRS990/TotalFunctionalExpensesGrp/TotalAmt0884746
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt03000
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt03000
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01134131
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01083965
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0688560
IRS990/TotalProgramServiceRevenueAmt0134412
IRS990/TotalReportableCompFromOrgAmt0237960
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0145211
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0834580
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt06
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01134131
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01086965
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt048912
IRS990/TravelGrp/TotalAmt048912
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0111 DEERWOOD ROAD SUITE Ste 200
IRS990/USAddress/CityNm0San Ramon
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094583
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.OPENADR.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROLF BIENERT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Managing Director
ReturnHeader/BusinessOfficerGrp/PhoneNum09258314767
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OPENADR ALLIANCE
ReturnHeader/Filer/BusinessNameControlTxt0OPEN
ReturnHeader/Filer/EIN0273289370
ReturnHeader/Filer/InCareOfNm0% Rolf Bienert
ReturnHeader/Filer/PhoneNum09258314767
ReturnHeader/Filer/USAddress/AddressLine1Txt0111 DEERWOOD ROAD SUITE STE 200
ReturnHeader/Filer/USAddress/CityNm0San Ramon
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094583
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0812992517
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Jun Dong CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011844 Dublin Blvd Suite B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Dublin
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094568
ReturnHeader/PreparerPersonGrp/PhoneNum04158169600
ReturnHeader/PreparerPersonGrp/PreparationDt02025-12-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JUN DONG
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-12-02T15:57:45-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-09-01
ReturnHeader/TaxPeriodEndDt02025-08-31
ReturnHeader/TaxYr02024

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