Civic Intelligence

Openadr Alliance

990 • Fiscal year 2016 • EIN 27-3289370

Sep 01, 2015 to Aug 31, 2016 • Filed on Apr 17, 2017

Organization Profilewww.openadr.org
16820 Jackson Oaks Dr Suite 1AMorgan Hill, CA 95037

(408) 778-8371

Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

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

2016 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

20th percentile

0.00x

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

2016 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2016

Net Margin

71st percentile

10%

Higher net margin than 71% of similar nonprofits.

2016 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

38th percentile

$0

Higher top officer pay than 38% of similar nonprofits.

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

2016 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2016

Asset Growth

73rd percentile

14%

Faster asset growth than 73% of similar nonprofits.

2016 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

37th percentile

-0.8%

Faster revenue growth than 37% of similar nonprofits.

2016 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$686,475

Up $82,870 (+14%) from 2015

Net Assets

Up

$686,474

Up $82,870 (+14%) from 2015

Liabilities

Flat

$1

Flat from 2015

Revenue And Expenses
Liabilities / Revenue20th percentileNet Margin71st percentile

Revenue

Down

$799,904

Down $6,398 (-0.8%) from 2015

Expenses

Up

$717,034

Up $129,564 (+22%) from 2015

Net Income

Down

$82,870

Down $135,962 (-62%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth73rd 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

2016

Assets$686,475
Liabilities$1
Net Assets$686,474
Open 2016 Filing

Operations Trend

Revenue Growth37th 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

2016

Revenue$799,904
Expenses$717,034
Net Income$82,870
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2015 to Aug 31, 2016
Signed
Apr 17, 2017
Return Version
2015v3.0
Gross Receipts
$799,904
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
Cash and Non-Interest-Bearing Accounts$182,677$269,661▲ $86,984
Savings and Temporary Cash Investments$243,479$253,626▲ $10,147
Intangible Assets$177,449$163,186▼ $14,263
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$603,605$686,475▲ $82,870
Other Assets Total-$2-
Liabilities
Other Liabilities$1$1→ $0
Total Liabilities$1$1→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$603,604$686,474▲ $82,870
Total Net Assets Fund Balance$603,604$686,474▲ $82,870
Total Liabilities and Net Assets / Fund Balance$603,605$686,475▲ $82,870
Compensation and Service Providers
Top Officer Pay38th percentile

Board Members and Trustees

NameTitle
Mary Ann PietteVice Chairman
John HurdDirector
Mark MatinezDirector
Pierre MullinDirector
Robert NawyDirector
Suni SodahDirector
Barry HaaserExecutive Director
Albert ChiuSec/Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$799,678
Program Service Revenue
$0
Investment Income
$226
Other Revenue
$0
All Other Contributions
$181
Change in Net Assets
$82,870
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$717,034
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-$316,600-$316,600
Fees for Services Other$169,602$39,700-$209,302
Conferences and Meetings$47,260--$47,260
Travel$37,928--$37,928
Depreciation Depletion-$14,263-$14,263
Advertising$12,452--$12,452
Insurance-$11,875-$11,875
Information Technology-$6,509-$6,509
Other Expenses$6,108$9,579-$6,108
All Other Expenses-$1,544-$1,544
Office Expenses-$205-$205
Fees for Services Accounting-$90-$90
Total Functional Expenses$283,950$433,084$0$717,034
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$295,829

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
Other Liability$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
16820 Jackson Oaks Dr Suite 1A, Morgan Hill, CA 95037

Signing Officer

Name
Barry Haaser
Title
Executive Director
Signed
2017-04-17
Discuss with paid preparer
Yes

Organization Details

Formed
2010
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
6

Preparer

Firm
Steinbis Robinett & Associates
Address
18625 Sutter Blvd Suite 200, Morgan Hill, CA 95037-2863
Preparer
James Turnbull
Phone
4087798717
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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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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0Owned by CEO
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt0295829
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0Management fees
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/ExplanationTxt1CEO receives full copy of return prior to filing for review and approval.
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/TotalAssetsBOYAmt0603605
IRS990/TotalAssetsEOYAmt0686475
IRS990/TotalAssetsGrp/BOYAmt0603605
IRS990/TotalAssetsGrp/EOYAmt0686475
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0799678
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0433084
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0283950
IRS990/TotalFunctionalExpensesGrp/TotalAmt0717034
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01
IRS990/TotalLiabilitiesEOYAmt01
IRS990/TotalLiabilitiesGrp/BOYAmt01
IRS990/TotalLiabilitiesGrp/EOYAmt01
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0603604
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0686474
IRS990/TotalProgramServiceExpensesAmt0283950
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0226
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0799904
IRS990/TotalVolunteersCnt06
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0603605
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0686475
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/ProgramServicesAmt037928
IRS990/TravelGrp/TotalAmt037928
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0603604
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0686474
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0www.openadr.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Barry Haaser
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-04-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OPENADR ALLIANCE
ReturnHeader/Filer/BusinessNameControlTxt0OPEN
ReturnHeader/Filer/EIN0273289370
ReturnHeader/Filer/PhoneNum04087788371
ReturnHeader/Filer/USAddress/AddressLine1Txt016820 Jackson Oaks Dr Suite 1A
ReturnHeader/Filer/USAddress/CityNm0Morgan Hill
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095037
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Steinbis Robinett & Associates
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/PreparerPersonNm0James Turnbull
ReturnHeader/ReturnTs02017-04-17T09:17:46-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-09-01
ReturnHeader/TaxPeriodEndDt02016-08-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$686,475
Liabilities
$1
Net assets
$686,474
Revenue
$799,904
Expenses
$717,034
Net income
$82,870
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