Civic Intelligence

Grid Alternatives Affiliates & Subsidiaries

EIN 81-4042787 • 501(c)3 • Oakland, CA

Profile

To provide energy cost savings to low-income homeowners through installation of solar electric systems and training in energy efficiency, while providing hands-on solar installation opportunities to job training organizations and community volunteers.

1171 Ocean Avenue 200Oakland, CA 94608

www.gridalternatives.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

92nd percentile

0.95x

Higher debt load relative to assets than 92% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

74th percentile

0.78x

Higher debt load relative to revenue than 74% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Net Margin

14th percentile

-15%

Higher net margin than 14% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

24th percentile

-1.3%

Faster asset growth than 24% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2024

Revenue Growth

47th percentile

6.1%

Faster revenue growth than 47% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2024

Assets

Down

$38,109,389

Down $2,588,394 (-6.4%) from 2023

Liabilities

Up

$36,072,406

Up $4,343,065 (+14%) from 2023

Net Assets

Down

$2,036,983

Down $6,931,459 (-77%) from 2023

Revenue

Up

$45,983,870

Up $2,183,600 (+5.0%) from 2023

Expenses

Up

$52,915,329

Up $8,004,914 (+18%) from 2023

Net Income

Down

-$6,931,459

Down $5,821,314 (-524%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60M$40M$20M$0Assets 2016: $18,251,743Liabilities 2016: $16,224,771Net Assets 2016: $2,026,9722016Assets 2017: $13,603,011Liabilities 2017: $7,897,157Net Assets 2017: $5,705,8542017Assets 2018: $26,106,854Liabilities 2018: $11,175,928Net Assets 2018: $14,930,9262018Assets 2019: $26,891,262Liabilities 2019: $14,230,184Net Assets 2019: $12,661,0782019Assets 2020: $29,654,831Liabilities 2020: $19,480,720Net Assets 2020: $10,174,1112020Assets 2021: $32,269,792Liabilities 2021: $20,937,588Net Assets 2021: $11,332,2042021Assets 2022: $39,099,390Liabilities 2022: $29,020,793Net Assets 2022: $10,078,5972022Assets 2023: $40,697,783Liabilities 2023: $31,729,341Net Assets 2023: $8,968,4422023Assets 2024: $38,109,389Liabilities 2024: $36,072,406Net Assets 2024: $2,036,9832024

Highlighted filing

2024

Assets$38,109,389
Liabilities$36,072,406
Net Assets$2,036,983

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60M$40M$20M$0-$20MRevenue 2016: $28,903,852Expenses 2016: $24,716,215Net Income 2016: $4,187,6372016Revenue 2017: $21,448,343Expenses 2017: $20,305,891Net Income 2017: $1,142,4522017Revenue 2018: $36,785,947Expenses 2018: $27,560,875Net Income 2018: $9,225,0722018Revenue 2019: $32,765,734Expenses 2019: $35,034,582Net Income 2019: -$2,268,8482019Revenue 2020: $40,071,662Expenses 2020: $39,036,513Net Income 2020: $1,035,1492020Revenue 2021: $33,853,183Expenses 2021: $32,695,090Net Income 2021: $1,158,0932021Revenue 2022: $40,833,858Expenses 2022: $42,087,465Net Income 2022: -$1,253,6072022Revenue 2023: $43,800,270Expenses 2023: $44,910,415Net Income 2023: -$1,110,1452023Revenue 2024: $45,983,870Expenses 2024: $52,915,329Net Income 2024: -$6,931,4592024

Highlighted filing

2024

Revenue$45,983,870
Expenses$52,915,329
Net Income-$6,931,459

Filings

Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 26, 2023
Return Version
2022v5.0
Gross Receipts
$40,839,346
Mission and Program Overview

Mission

To provide energy cost savings to low-income homeowners through installation of solar electric systems and training in energy efficiency, while providing hands-on solar installation opportunities to job training organizations and community volunteers.

Grid alternatives envisions a rapid, equitable transition to a world powered by renewable energy that benefits everyone. Our mission is to build community-powered solutions to advance economic and environmental justice through renewable energy.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$6,032,102$5,898,333▼ $133,769
Cash and Non-Interest-Bearing Accounts$2,120,025$1,838,190▼ $281,835
Land, Buildings, and Equipment, Net$477,973$642,488▲ $164,515
Pledges and Grants Receivable$22,349$423,516▲ $401,167
Savings and Temporary Cash Investments$291,910--
Prepaid Expenses and Deferred Charges$257,044$219,261▼ $37,783
Total Assets$32,269,792$39,099,390▲ $6,829,598
Other Assets Total$23,068,389$30,077,602▲ $7,009,213
Liabilities
Other Liabilities$17,474,081$25,108,555▲ $7,634,474
Accounts Payable and Accrued Expenses$1,823,795$1,773,249▼ $50,546
Deferred Revenue$631,800$1,185,755▲ $553,955
Mortgage Notes Payable Secured by Investment Property$1,007,912$953,234▼ $54,678
Total Liabilities$20,937,588$29,020,793▲ $8,083,205
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$9,454,823$8,718,108▼ $736,715
Net Assets With Donor Restrictions$1,877,381$1,360,489▼ $516,892
Total Net Assets Fund Balance$11,332,204$10,078,597▼ $1,253,607
Total Liabilities and Net Assets / Fund Balance$32,269,792$39,099,390▲ $6,829,598

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$642,488$984,318$1,626,806
Other Assets Org$5,070,513--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Arthur Bart-williamsExec Director - Grid Bay AreaFT$134,060$11,153$145,213
Ashley ChristyExecutive Director - Grid GlaFT$131,736$3,505$135,241
Jaime AlonsoExec Director - Grid Inland EmpireFT$131,162$2,076$133,238
Jonatan R E MarroquinDirector of Const and Ops - Grid GlaFT$114,060$10,973$125,033
Alex TurekDirector of Strategic Dev - Grid GlaFT$120,000$4,690$124,690
David GriffinCo-exec Director - Grid C. ValleyFT$111,602$12,355$123,957
Paul ClearyExec Director - Grid San DiegoFT$113,690$9,672$123,362
Elijah Charles PerryExec Director - Grid Mid AtlanticFT$112,359$5,837$118,196
Karina GonzalezCo-exec Director - Grid C. ValleyFT$104,610$11,012$115,622
Pablo Rafael Del AguilaConst Director - Grid N. ValleyFT$109,297$6,130$115,427
Ann FoxFinance & Ops Director - Grid N.v.FT$110,148$5,093$115,241
Tom EsquedaOutreach Manager - Grid C. ValleyFT$103,141$10,228$113,369
Staci RichardsonExec Director - Grid N. ValleyFT$58,403$3,607$62,010
Margaret KralExecutive Director - Grid CoFT$27,522$609$28,131
Adrienne Julia Sears DorseyExecutive Director - Grid CoFT$17,637$51$17,688

Board Members and Trustees

NameTitle
Sarah KeanePresident/chair - Grid Co
Rahima Butler Left 62022Treasurer/board Chair - Grid Gla
Kacey LizonBoard President - Grid N. Valley
Anjith WeerasingheInt. President - Grid C. Valley
Joseph KarpPresident - Grid Bay Area
Benny Barco Left 52022President - Grid C. Valley
Jeff AtkinPresident - Grid Gla
George PuddephattPresident - Grid Inland Empire
George AshtonPresident - Grid Mid Atlantic
Ulysses Downing JrPresident - Grid San Diego
Anthony HernandezBoard Vice Chair - Grid Gla
Marylen KarstedVice President - Grid C. Valley
Chris FieldsBoard Member - Grid C. Valley
Jeremiah JancikBoard Member - Grid C. Valley
Leroy CoffmanBoard Member - Grid C. Valley
Lisa MoralesBoard Member - Grid C. Valley
Luis SanchezBoard Member - Grid C. Valley
Aspen StoverBoard Member - Grid Co
Iffie JenningsBoard Member - Grid Co
Kathleen PritchardBoard Member - Grid Co
Larry Martinez Left 32022Board Member - Grid Co
Nneka Obiokoye Left 112022Board Member - Grid Co
Pete Dignan Left 122022Board Member - Grid Co
Alex SaucedoBoard Member - Grid Inland Empire
KARI H'OVARTHBoard Member - Grid Inland Empire
Tracy WoodburnBoard Member - Grid Inland Empire
Vikita PoindexterBoard Member - Grid Inland Empire
Gene WilliamsBoard Member - Grid N. Valley
Jonathan Marz Left 82022Board Member - Grid N. Valley
Kristin Cooper Left 112022Board Member - Grid N. Valley
Sara LongBoard Member - Grid N. Valley
Derrick RossBoard Secretary - Grid N. Valley
Brian VickersBoard Treasurer - Grid Co
Eric PoffBoard Treasurer - Grid N. Valley
Dai OwenDirector - Grid Bay Area
Dr Nikky AvilaDirector - Grid Bay Area
Peter TonDirector - Grid Bay Area
Alicia SchwarzDirector - Grid Gla
Belinda WaymouthDirector - Grid Gla
Bruce SaitoDirector - Grid Gla
Frank Davila Left 122022Director - Grid Gla
Jake Levine Left 122022Director - Grid Gla
Salvador NunezDirector - Grid Gla
Sam Jammal Left 62022Director - Grid Gla
Sara Neff Left 92022Director - Grid Gla
Eric Miller Left 102022Director - Grid San Diego
Karinna GonzalezDirector - Grid San Diego
Tara Hammond Left 102022Director - Grid San Diego
Eric HeintzAt-large Member - Grid Mid Atlantic
Ivan LopezInt. Treasurer - Grid C. Valley
Reid TuckerSecretary - Grid Bay Area
Janine MedinaSecretary - Grid C. Valley
Ryan DulaneySecretary - Grid Co
Luis Gonzalez Left 82022Secretary - Grid Gla
Michelle PierceSecretary - Grid Inland Empire
Lidija SekaricSecretary - Grid Mid Atlantic
Erika MorganSecretary - Grid San Diego
Tina MurrayTreasurer - Grid Bay Area
Blaine BoyerTreasurer - Grid Inland Empire
Herb StevensTreasurer - Grid Mid Atlantic
Blanca BrownTreasurer - Grid San Diego

Highest Paid Contractors

ContractorServicesLocationCompensation
Wesley LazaraIt2329 OAK STREET, Berkley, CA 94708$532,912
Nicholas M AndersonContractor1114 W DIAMOND ST, Anaheim, CA 92801$238,734
High Point SolarContractorPO BOX 100 PMB 104, Mammoth Lakes, CA 93546$215,854
Damion BobbittContractor10537 STORCH DRIVE, Lanham, MD 20706$169,655
Homeboy IndustriesLabor130 W BRUNO ST, Los Angeles, CA 90012$159,197
Revenue and Support

Revenue Composition

Contributions and Grants
$10,761,202
Program Service Revenue
$30,069,564
Investment Income
$8,580
Other Revenue
$-5,488
All Other Contributions
$4,135,960
Change in Net Assets
$-1,253,607

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table1$695,992-
Other Non Cash Contri Table4$39,011-
Other Non Cash Contri Table2$8,634-
Other Non Cash Contri Table1$5,740-
Securities Publicly Traded1$5,106Fair Market Value (FMV)
Other Non Cash Contri Table1$636-
Total Noncash Contributions10$755,119-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$21,929,479
Salaries, Compensation, and Employee Benefits$20,157,986
Total Fundraising Expense$1,657,343
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$13,347,416$937,617$605,342$14,890,375
Fees for Services Other$1,539,138$735,651$787,365$3,062,154
Other Employee Benefits$2,663,504$153,352$79,685$2,896,541
Occupancy$1,412,744$178,454$74,452$1,665,650
Payroll Taxes$1,110,927$152,656$47,323$1,310,906
Current Officers, Directors, Trustees, and Key Employees-$1,002,658-$1,002,658
Information Technology$486,448$420,102$28,032$934,582
Travel$744,455$73,949$12,901$831,305
Office Expenses$449,070$225,387$9,049$683,506
Fees for Services Accounting-$557,575-$557,575
Fees for Services Management-$321,405-$321,405
Depreciation Depletion$196,519$3,068-$199,587
All Other Expenses$158,707$14,475$70$173,252
Insurance$9,458$160,855-$170,313
Conferences and Meetings$117,124$32,513$181$149,818
Advertising$81,488$24,967$3,609$110,064
Pension Plan Contributions$50,169$4,204$3,133$57,506
Other Expenses$11,587$10,628$4,015$26,230
Interest-$22,043-$22,043
Total Functional Expenses$35,336,683$5,093,439$1,657,343$42,087,465
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$5,488
Fundraising Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Intercompany Payables$19,250,550
Operating Lease Liability$5,027,138
Warranty Liability$830,867
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The exempt organization returns are prepared by an outside accounting firm. After completion of said returns, the organization is sent a draft of the exempt organization returns to be reviewed and examined internally. The organization makes copies of the returns and distributes them to the board of directors. An affidavit is then signed to authorize the outside accounting firm to process, sign and provide copies of the returns to be filed with the designated governmental agencies. Before the exempt organization returns are filed, a final exempt organization return copy is forwarded to all board members. The executive directors and their boards will review the form 990. Additionally, the audit committee, finance committee and the board of directors of grid, inc. Review the affiliate form 990's. The exempt organization returns are then filed by the organization.

Form 990, Part VI, Section B, Line 12C

All new board members and key employees are required to submit a conflict of interest disclosure form as part of their application process and to update this form annually.

Form 990, Part VI, Section B, Line 15

An ad hoc committee is formed by the board at the end of each year to review the executive director and set their salary for the following year. The committee reviews the performance of the executive director as well as salary surveys for relevant comparable salary levels in the non-profit field. The committee makes a recommendation to the full board, and the board votes to approve salary adjustments. The salary adjustment is then presented to the executive director.

Form 990, Part VI, Section C, Line 19

Governance documents are available for public inspection at the principal place of business. The conflict of interest policy and the organization's financial statements are available upon request.

Filing and Contact Details

Filer

Filer Name
Grid Alternatives Affiliates &
EIN
81-4042787
Phone
5107311310
Address
1171 OCEAN AVENUE 200, OAKLAND, CA 94608

Signing Officer

Name
Hector Pena
Title
CFO
Phone
5107311310
Signed
2023-10-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Erica Mackie
Formed
2013
Legal Domicile
CA
Voting Board Members
47
Independent Board Members
47
Employees
346
Volunteers
267

Preparer

Firm
Armanino Llp
Address
12657 ALCOST BLVD STE 500, SAN RAMON, CA 94583-4600
Preparer
Matthew Petroski
Phone
9257902600
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

The organization is a qualified organization exempt from federal income taxes under the provisions of sections 501(c)(3) of the internal revenue code and 23701(d) of the california revenue and taxation code, respectively. U.s. Gaap requires management to evaluate the tax positions taken by the organization and to recognize a tax liability if the organization has taken an uncertain position that, more likely than not, would not be sustained upon examination by the internal revenue service ("irs"). Management has analyzed the tax positions taken by the organization and has concluded that, as of december 31, 2022, there are no uncertain positions taken, or expected to be taken, that would require recognition of a liability or disclosure in the consolidated financial statements. The organization is subject to routine audits by the taxing jurisdictions; however, there are currently no audits for any tax periods in progress.

Raw XML AppendixShowing 400 of 1,085 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.

Path#Value
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IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0GRID ALTERNATIVES ENVISIONS A RAPID, EQUITABLE TRANSITION TO A WORLD POWERED BY RENEWABLE ENERGY THAT BENEFITS EVERYONE. OUR MISSION IS TO BUILD COMMUNITY-POWERED SOLUTIONS TO ADVANCE ECONOMIC AND ENVIRONMENTAL JUSTICE THROUGH RENEWABLE ENERGY.
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IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1NICHOLAS M ANDERSON
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2HIGH POINT SOLAR
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IRS990/Desc0GRID IS THE NATION'S LARGEST NONPROFIT INSTALLER OF CLEAN ENERGY TECHNOLOGIES, GRID DEVELOPS AND IMPLEMENTS RENEWABLE ENERGY PROJECTS THAT SERVE ECONOMIC AND ENVIRONMENTAL JUSTICE COMMUNITIES. GRID CREATES AND INSTALLS SOLAR PROJECTS THAT SERVE LOW-INCOME HOUSEHOLDS AND COMMUNITIES, AND IS ENABLING THESE COMMUNITIES TO ACCESS A VARIETY OF CLEAN MOBILITY AND BATTERY STORAGE INCENTIVE PROGRAMS. THROUGH OUR UNIQUE, PEOPLE-FIRST MODEL, WE ARE PUTTING MONEY BACK INTO FAMILIES' POCKETS, REDUCING THE ENERGY COST BURDEN FOR HOUSING PROVIDERS, AND JUMPSTARTING CLEAN ENERGY CAREERS. WE PARTNER WITH AFFORDABLE HOUSING ORGANIZATIONS, JOB TRAINING GROUPS, GOVERNMENT AGENCIES, MUNICIPALITIES, UTILITIES, TRIBES AND LOCAL COMMUNITIES TO MAKE CLEAN ENERGY A WIN FOR EVERYONE. GRID 'S PROGRAM ACCOMPLISHMENTS INCLUDE: NO-COST SOLAR INSTALLATIONS, HAND-ON SOLAR TRAINING, TECHNICAL ASSISTANCE AND SOLAR INSTALLATION FOR MULTIFAMILY AFFORDABLE HOUSING PROVIDERS, COMMUNITY/SHARED SOLAR PROJECT DEVELOPMENT AND IMPLEMENTATION, LOW INCOME SOLAR POLICY LEADERSHIP, LOW INCOME PROGRAM DESIGN AND IMPLEMENTATION, ENERGY ACCESS PROJECTS IN U.S. TRIBAL COMMUNITIES, AND CONNECTING LOW-INCOME COMMUNITIES WITH ELECTRIC VEHICLE PROGRAMS.
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IRS990/Form990PartVIISectionAGrp/PersonNm11TOM ESQUEDA

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