Civic Intelligence

Openadr Alliance

990 • Fiscal year 2018 • EIN 27-3289370

Sep 01, 2017 to Aug 31, 2018 • Filed on Jan 20, 2019

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

29th percentile

0.01x

Higher debt load relative to assets than 29% of similar nonprofits.

2018 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

31st percentile

0.01x

Higher debt load relative to revenue than 31% of similar nonprofits.

2018 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2018

Net Margin

90th percentile

25%

Higher net margin than 90% of similar nonprofits.

2018 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

81st percentile

$128,500

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 18.4% of source-year revenue.

2018 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2018

Asset Growth

83rd percentile

22%

Faster asset growth than 83% of similar nonprofits.

2018 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

71st percentile

11%

Faster revenue growth than 71% of similar nonprofits.

2018 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$894,921

Up $162,295 (+22%) from 2017

Net Assets

Up

$889,431

Up $177,254 (+25%) from 2017

Liabilities

Down

$5,490

Down $14,959 (-73%) from 2017

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin90th percentile

Revenue

Up

$698,086

Up $69,468 (+11%) from 2017

Expenses

Down

$520,832

Down $82,083 (-14%) from 2017

Net Income

Up

$177,254

Up $151,551 (+590%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth83rd 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

2018

Assets$894,921
Liabilities$5,490
Net Assets$889,431
Open 2018 Filing

Operations Trend

Revenue Growth71st 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

2018

Revenue$698,086
Expenses$520,832
Net Income$177,254
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2017 to Aug 31, 2018
Signed
Jan 20, 2019
Return Version
2017v2.2
Gross Receipts
$698,086
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$329,918$475,916▲ $145,998
Savings and Temporary Cash Investments$253,779$284,333▲ $30,554
Intangible Assets$148,929$134,672▼ $14,257
Total Assets$732,626$894,921▲ $162,295
Liabilities
Other Liabilities$20,449$5,490▼ $14,959
Total Liabilities$20,449$5,490▼ $14,959
Net Assets / Fund Balance
Unrestricted Net Assets$712,177$889,431▲ $177,254
Total Net Assets Fund Balance$712,177$889,431▲ $177,254
Total Liabilities and Net Assets / Fund Balance$732,626$894,921▲ $162,295
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseTotal
Rolf BienertManaging DirectorPT$128,500$128,500

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$634,143
Program Service Revenue
$63,563
Investment Income
$380
Other Revenue
$0
Change in Net Assets
$177,254
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$520,832
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-$252,800-$252,800
Fees for Services Other$48,281$25,239-$73,520
Conferences and Meetings$70,895--$70,895
Travel$27,772--$27,772
Office Expenses-$14,453-$14,453
Depreciation Depletion$14,257--$14,257
Insurance-$10,359-$10,359
Advertising$7,275--$7,275
Fees for Services Accounting-$4,931-$4,931
Other Expenses$3,694$21,300-$3,694
Fees for Services Legal-$2,740-$2,740
Total Functional Expenses$183,024$337,808$0$520,832
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$124,300
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Member Dues Deposit$5,490
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
Yes
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 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
Address
111 DEERWOOD ROAD SUITE 200, San Ramon, CA 94583

Signing Officer

Name
Rolf Bienert
Title
Managing Direct
Phone
9258314767
Signed
2019-01-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mark Matinez
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 $46320Technical Services - Management & General $24380Public Relations $1780Other Marketing Expenses $181Meals $59Commission $750Communication $50”

Raw XML Appendix332 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/PersonNm0Rolf Bienert
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ReturnHeader/BusinessOfficerGrp/PhoneNum09258314767
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-01-20
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ReturnHeader/Filer/BusinessNameControlTxt0OPEN
ReturnHeader/Filer/EIN0273289370
ReturnHeader/Filer/USAddress/AddressLine1Txt0111 DEERWOOD ROAD SUITE 200
ReturnHeader/Filer/USAddress/CityNm0San Ramon
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.164.72.203
ReturnHeader/FilingSecurityInformation/IPDt02019-01-18
ReturnHeader/FilingSecurityInformation/IPTm017:17:00
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
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ReturnHeader/PreparerPersonGrp/PhoneNum09258724355
ReturnHeader/PreparerPersonGrp/PreparationDt02019-01-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jun Dong CPA EA
ReturnHeader/ReturnTs02019-01-18T16:48:50-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-09-01
ReturnHeader/TaxPeriodEndDt02018-08-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$894,921
Liabilities
$5,490
Net assets
$889,431
Revenue
$698,086
Expenses
$520,832
Net income
$177,254
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
2018Detailed filing. Detailed filing data is available for this year.$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