Civic Intelligence

Openadr Alliance

990 • Fiscal year 2015 • EIN 27-3289370

Sep 01, 2014 to Aug 31, 2015 • Filed on Jan 15, 2016

Organization Profilewww.openadr.org
275 Tennant Ave Ste 202Morgan Hill, CA 95037

(408) 778-8371

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

2015 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

20th percentile

0.00x

Higher debt load relative to revenue than 20% of similar nonprofits.

2015 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2015

Net Margin

93rd percentile

27%

Higher net margin than 93% of similar nonprofits.

2015 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2015

Asset Growth

94th percentile

57%

Faster asset growth than 94% of similar nonprofits.

2015 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

46th percentile

2.2%

Faster revenue growth than 46% of similar nonprofits.

2015 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$603,605

Up $218,803 (+57%) from 2014

Net Assets

Up

$603,604

Up $218,802 (+57%) from 2014

Liabilities

Up

$1

Up $1 from 2014

Revenue And Expenses
Liabilities / Revenue20th percentileNet Margin93rd percentile

Revenue

Up

$806,302

Up $17,174 (+2.2%) from 2014

Expenses

Down

$587,470

Down $129,902 (-18%) from 2014

Net Income

Up

$218,832

Up $147,076 (+205%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth94th percentile

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

$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

2015

Assets$603,605
Liabilities$1
Net Assets$603,604
Open 2015 Filing

Operations Trend

Revenue Growth46th percentile

Revenue, expenses, and net income across loaded years, with this 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

2015

Revenue$806,302
Expenses$587,470
Net Income$218,832
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2014 to Aug 31, 2015
Signed
Jan 15, 2016
Return Version
2014v6.0
Gross Receipts
$806,302
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$158,422$243,479▲ $85,057
Cash and Non-Interest-Bearing Accounts$34,638$182,677▲ $148,039
Intangible Assets$191,742$177,449▼ $14,293
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$384,802$603,605▲ $218,803
Other Assets Total-$0-
Liabilities
Other Liabilities-$1-
Total Liabilities$0$1▲ $1
Net Assets / Fund Balance
Unrestricted Net Assets$384,802$603,604▲ $218,802
Total Net Assets Fund Balance$384,802$603,604▲ $218,802
Total Liabilities and Net Assets / Fund Balance$384,802$603,605▲ $218,803
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Carl BesawChairman
Girish GhatikarVice Chairman
Ed KochDirector
Jeff McAulayDirector
Venki RamachandranDirector
Barry HaaserCEO
Albert ChiuSec/Treasure
Revenue and Support

Revenue Composition

Contributions and Grants
$806,209
Program Service Revenue
$0
Investment Income
$93
Other Revenue
$0
Change in Net Assets
$218,832
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$587,470
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management-$248,000-$248,000
Fees for Services Other$123,418$35,650-$159,068
Conferences and Meetings$58,231--$58,231
Travel$34,858--$34,858
Depreciation Depletion-$14,263-$14,263
Insurance-$11,803-$11,803
Information Technology-$6,729-$6,729
Other Expenses$5,611$8,059-$5,611
Advertising$4,799$43-$4,842
All Other Expenses-$1,974-$1,974
Office Expenses-$714-$714
Fees for Services Accounting-$650-$650
Fees for Services Legal-$293-$293
Total Functional Expenses$233,382$354,088$0$587,470
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
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Lakeview Group LLCOwned by CEOManagement feesNo$338,940

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Rounding$1
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
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
Yes

Governance Explanations

Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company

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

Form 990, Part VI, Line 11B: Form 990 Review Process

“CEO receives full copy of return prior to filing for review and approval.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Available upon request at organizations offices.”

Filing and Contact Details

Filer

Filer Name
Openadr Alliance
EIN
27-3289370
Phone
4087788371
Address
275 Tennant Ave Ste 202, Morgan Hill, CA 95037

Signing Officer

Name
Barry Haaser
Title
CEO
Signed
2016-01-15
Discuss with paid preparer
Yes

Organization Details

Formed
2010
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
6

Preparer

Firm
Steinbis & Associates Blackline Partners LLC
Address
18625 Sutter Blvd Suite 200, Morgan Hill, CA 95037-2863
Preparer
Deborah K Zajac CPA
Phone
4087798717
Raw XML Appendix359 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Available upon request at organizations offices.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0384802
IRS990/TotalAssetsEOYAmt0603605
IRS990/TotalAssetsGrp/BOYAmt0384802
IRS990/TotalAssetsGrp/EOYAmt0603605
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0806209
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0354088
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0233382
IRS990/TotalFunctionalExpensesGrp/TotalAmt0587470
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt01
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt01
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0384802
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0603604
IRS990/TotalProgramServiceExpensesAmt0233382
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt093
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0806302
IRS990/TotalVolunteersCnt06
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0384802
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0603605
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/ProgramServicesAmt034858
IRS990/TravelGrp/TotalAmt034858
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0384802
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0603604
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0www.openadr.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Barry Haaser
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-01-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OPENADR ALLIANCE
ReturnHeader/Filer/BusinessNameControlTxt0OPEN
ReturnHeader/Filer/EIN0273289370
ReturnHeader/Filer/PhoneNum04087788371
ReturnHeader/Filer/USAddress/AddressLine1Txt0275 Tennant Ave Ste 202
ReturnHeader/Filer/USAddress/CityNm0Morgan Hill
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095037
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Steinbis & Associates Blackline Partners LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt018625 Sutter Blvd Suite 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Morgan Hill
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0950372863
ReturnHeader/PreparerPersonGrp/PhoneNum04087798717
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Deborah K Zajac CPA
ReturnHeader/ReturnTs02016-01-15T14:02:51-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-09-01
ReturnHeader/TaxPeriodEndDt02015-08-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$603,605
Liabilities
$1
Net assets
$603,604
Revenue
$806,302
Expenses
$587,470
Net income
$218,832
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