Civic Intelligence

Openadr Alliance

990 • Fiscal year 2017 • EIN 27-3289370

Sep 01, 2016 to Aug 31, 2017 • Filed on May 18, 2018

Organization ProfileWWW.OPENADR.ORG
111 Deerwood Road Suite 200San Ramon, CA 94583

(925) 831-4767

Siviq Scores

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

Liabilities / Assets

39th percentile

0.03x

Higher debt load relative to assets than 39% of similar nonprofits.

2017 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

42nd percentile

0.03x

Higher debt load relative to revenue than 42% of similar nonprofits.

2017 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2017

Net Margin

51st percentile

4.1%

Higher net margin than 51% of similar nonprofits.

2017 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

2017 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2017

Asset Growth

56th percentile

6.7%

Faster asset growth than 56% of similar nonprofits.

2017 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

6th percentile

-21%

Faster revenue growth than 6% of similar nonprofits.

2017 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$732,626

Up $46,151 (+6.7%) from 2016

Net Assets

Up

$712,177

Up $25,703 (+3.7%) from 2016

Liabilities

Up

$20,449

Up $20,448 (+2044800%) from 2016

Revenue And Expenses
Liabilities / Revenue42nd percentileNet Margin51st percentile

Revenue

Down

$628,618

Down $171,286 (-21%) from 2016

Expenses

Down

$602,915

Down $114,119 (-16%) from 2016

Net Income

Down

$25,703

Down $57,167 (-69%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth56th 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

2017

Assets$732,626
Liabilities$20,449
Net Assets$712,177
Open 2017 Filing

Operations Trend

Revenue Growth6th 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

2017

Revenue$628,618
Expenses$602,915
Net Income$25,703
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2016 to Aug 31, 2017
Signed
May 18, 2018
Return Version
2016v3.0
Gross Receipts
$628,618
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$269,661$329,918▲ $60,257
Savings and Temporary Cash Investments$253,626$253,779▲ $153
Intangible Assets$163,186$148,929▼ $14,257
Total Assets$686,475$732,626▲ $46,151
Other Assets Total$2--
Liabilities
Other Liabilities$1$20,449▲ $20,448
Total Liabilities$1$20,449▲ $20,448
Net Assets / Fund Balance
Unrestricted Net Assets$686,474$712,177▲ $25,703
Total Net Assets Fund Balance$686,474$712,177▲ $25,703
Total Liabilities and Net Assets / Fund Balance$686,475$732,626▲ $46,151
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Mark MatinezChairman of the Board
Jamie CoffelDirector
Mary a PietteDirector
Pierre MullinDirector
Robert NavyDirector
Rolf BienertManaging Director
Albert ChiuTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$628,330
Program Service Revenue
$0
Investment Income
$288
Other Revenue
$0
Change in Net Assets
$25,703
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$602,915
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-$304,800-$304,800
Fees for Services Other$73,601$46,755-$120,356
Conferences and Meetings$57,952--$57,952
Travel$20,954--$20,954
Depreciation Depletion$14,257--$14,257
Insurance-$12,050-$12,050
Information Technology-$10,120-$10,120
Other Expenses$5,977$33,710-$5,977
Advertising$5,242--$5,242
Office Expenses-$728-$728
Total Functional Expenses$187,285$415,630$0$602,915
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
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Lakeview Group LLCOwned by CEOManagement FeeNo$304,800
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Member Dues Deposit$20,449
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
Yes
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

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

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

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
Address
111 DEERWOOD ROAD SUITE 200, San Ramon, CA 94583

Signing Officer

Name
Mark Matinez
Title
Managing Direct
Phone
9258314767
Signed
2018-05-18
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
Edward J Sullivan CPA A Prof Corp
Address
11844 Dublin Blvd Suite B, Dublin, CA 94568
Preparer
Jun Dong CPA EA
Phone
9258724355
Supplemental Narrative

Additional Explanations

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

“Marketing-Outside Service $61500Technical Services - Program Services $7481Technical Services - Management & General $46725Public Relations $3620Other Marketing Expenses $1000Meals $30”

Raw XML Appendix324 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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ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OPENADR ALLIANCE
ReturnHeader/Filer/BusinessNameControlTxt0OPEN
ReturnHeader/Filer/EIN0273289370
ReturnHeader/Filer/USAddress/AddressLine1Txt0111 DEERWOOD ROAD SUITE 200
ReturnHeader/Filer/USAddress/CityNm0San Ramon
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094583
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0C65E89C1EF6A9A9A67DBD0498AE3B9C361138218
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C65E89C1EF6A9A9A67DBD0498AE3B9C361138218
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId09439472018152m1duwd1
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-06-01
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.164.72.203
ReturnHeader/FilingSecurityInformation/IPDt02018-06-01
ReturnHeader/FilingSecurityInformation/IPTm015:32:26
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261926389
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Edward J Sullivan CPA A Prof Corp
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011844 Dublin Blvd Suite B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Dublin
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094568
ReturnHeader/PreparerPersonGrp/PhoneNum09258724355
ReturnHeader/PreparerPersonGrp/PreparationDt02018-06-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jun Dong CPA EA
ReturnHeader/ReturnTs02018-06-01T15:13:50-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-09-01
ReturnHeader/TaxPeriodEndDt02017-08-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$732,626
Liabilities
$20,449
Net assets
$712,177
Revenue
$628,618
Expenses
$602,915
Net income
$25,703
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
2017Detailed filing. Detailed filing data is available for this year.$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