Civic Intelligence

Openadr Alliance

990 • Fiscal year 2024 • EIN 27-3289370

Sep 01, 2023 to Aug 31, 2024 • Filed on Dec 03, 2024

Organization ProfileWWW.OPENADR.ORG
111 Deerwood Road Suite Ste 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

11th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2024 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

12th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2024 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2024

Net Margin

6th percentile

-21%

Higher net margin than 6% of similar nonprofits.

2024 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

77th percentile

$230,300

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 30.3% of source-year revenue.

2024 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2024

Asset Growth

11th percentile

-12%

Faster asset growth than 11% of similar nonprofits.

2024 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

39th percentile

2.6%

Faster revenue growth than 39% of similar nonprofits.

2024 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets11th percentile

Assets

Down

$1,134,131

Down $217,262 (-16%) from 2022

Net Assets

Down

$1,134,131

Down $217,262 (-16%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin6th percentile

Revenue

Up

$759,254

Up $151,386 (+25%) from 2022

Expenses

Up

$915,995

Up $351,329 (+62%) from 2022

Net Income

Down

-$156,741

Down $199,943 (-463%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth11th 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 2024: $1,134,131Liabilities 2024: $0Net Assets 2024: $1,134,1312024Assets 2025: $1,086,965Liabilities 2025: $3,000Net Assets 2025: $1,083,9652025

Highlighted filing

2024

Assets$1,134,131
Liabilities$0
Net Assets$1,134,131
Open 2024 Filing

Operations Trend

Revenue Growth39th 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 2024: $759,254Expenses 2024: $915,995Net Income 2024: -$156,7412024Revenue 2025: $834,580Expenses 2025: $884,746Net Income 2025: -$50,1662025

Highlighted filing

2024

Revenue$759,254
Expenses$915,995
Net Income-$156,741
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
Dec 3, 2024
Return Version
2023v5.1
Gross Receipts
$759,254
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$800,544$788,902▼ $11,642
Cash and Non-Interest-Bearing Accounts$429,492$292,013▼ $137,479
Intangible Assets$63,386$53,216▼ $10,170
Total Assets$1,293,422$1,134,131▼ $159,291
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,293,422$1,134,131▼ $159,291
Total Net Assets Fund Balance$1,293,422$1,134,131▼ $159,291
Total Liabilities and Net Assets / Fund Balance$1,293,422$1,134,131▼ $159,291
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Rolf BienertManaging and Technical DirectPT$230,300$230,300
Rolf BienertManaging and Technical Director-$230,300$230,300

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
$643,250
Program Service Revenue
$94,575
Investment Income
$21,429
Other Revenue
$0
Change in Net Assets
$-156,741
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$685,695
Salaries, Compensation, and Employee Benefits$230,300
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$106,000$124,300-$230,300
Fees for Services Other$208,230--$208,230
Advertising$159,032--$159,032
Conferences and Meetings$80,175--$80,175
Travel$42,857--$42,857
Other Expenses$29,525$8,820-$29,525
Fees for Services Legal-$23,065-$23,065
Fees for Services Accounting-$16,634-$16,634
Depreciation Depletion$15,916--$15,916
Insurance-$11,510-$11,510
Office Expenses-$8,410-$8,410
Fees for Services Management-$177-$177
Total Functional Expenses$713,273$202,722$0$915,995
International Activity

International Summary

Offices
1
Spending
$230,300

International Compliance

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-$230,300
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
Address
111 DEERWOOD ROAD SUITE STE 200, San Ramon, CA 94583

Signing Officer

Name
Rolf Bienert
Title
Managing Direct
Phone
9258314767
Signed
2024-12-03
Discuss with paid preparer
No

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 $208230”

Raw XML Appendix334 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/TitleTxt0MANAGING AND TECHNICAL DIRECT
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3CHAIRMAN OF THE BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
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IRS990/ProgSrvcAccomActy2Grp/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.
IRS990/ProgSrvcAccomActy3Grp/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.
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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 $208230
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
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt01134131
IRS990/TotalAssetsGrp/BOYAmt01293422
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IRS990/TotalContributionsAmt0643250
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
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IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
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IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01134131
IRS990/TotalOtherCompensationAmt00
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IRS990/TotalProgramServiceRevenueAmt094575
IRS990/TotalReportableCompFromOrgAmt0230300
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0116004
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0759254
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01134131
IRS990/TotReportableCompRltdOrgAmt00
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IRS990/TravelGrp/TotalAmt042857
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IRS990/UponRequestInd0X
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ReturnHeader/BuildTS02024-10-15 13:58:12Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02024-12-03
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ReturnHeader/Filer/USAddress/CityNm0San Ramon
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0812992517
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Jun Dong CPA
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Dublin
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094568
ReturnHeader/PreparerPersonGrp/PhoneNum04158169600
ReturnHeader/PreparerPersonGrp/PreparationDt02024-12-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jun Dong
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-12-06T18:33:46-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-09-01
ReturnHeader/TaxPeriodEndDt02024-08-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,134,131
Liabilities
$0
Net assets
$1,134,131
Revenue
$759,254
Expenses
$915,995
Net income
-$156,741
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
2024Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.76$0.92$0.16
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