Civic Intelligence

Gridlab Inc.

990 • Fiscal year 2023 • EIN 82-4198360

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 01, 2024

Organization Profilewww.gridlab.org
2150 Allston Way Ste 420Berkeley, CA 94704

(415) 305-3235

Siviq Scores

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

Liabilities / Assets

64th percentile

0.17x

Higher debt load relative to assets than 64% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

53rd percentile

0.10x

Higher debt load relative to revenue than 53% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

50th percentile

4.3%

Higher net margin than 50% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

94th percentile

$278,340

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 6.4% of source-year revenue.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

64th percentile

11%

Faster asset growth than 64% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

23rd percentile

-12%

Faster revenue growth than 23% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets64th percentile

Assets

Up

$2,673,568

Up $258,102 (+11%) from 2022

Net Assets

Up

$2,223,458

Up $184,545 (+9.1%) from 2022

Liabilities

Up

$450,110

Up $73,557 (+20%) from 2022

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin50th percentile

Revenue

Down

$4,336,198

Down $571,715 (-12%) from 2022

Expenses

Up

$4,151,653

Up $628,371 (+18%) from 2022

Net Income

Down

$184,545

Down $1,200,086 (-87%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0M$3.0M$2.0M$1.0M$0Assets 2018: $148,346Liabilities 2018: $0Net Assets 2018: $148,3462018Assets 2019: $1,167,731Liabilities 2019: $61,057Net Assets 2019: $1,106,6742019Assets 2020: $2,012,524Liabilities 2020: $138,256Net Assets 2020: $1,874,2682020Assets 2021: $780,147Liabilities 2021: $125,865Net Assets 2021: $654,2822021Assets 2022: $2,415,466Liabilities 2022: $376,553Net Assets 2022: $2,038,9132022Assets 2023: $2,673,568Liabilities 2023: $450,110Net Assets 2023: $2,223,4582023Assets 2024: $3,520,296Liabilities 2024: $847,397Net Assets 2024: $2,672,8992024

Highlighted filing

2023

Assets$2,673,568
Liabilities$450,110
Net Assets$2,223,458
Open 2023 Filing

Operations Trend

Revenue Growth23rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MRevenue 2018: $522,600Expenses 2018: $374,254Net Income 2018: $148,3462018Revenue 2019: $1,817,708Expenses 2019: $1,138,618Net Income 2019: $679,0902019Revenue 2020: $2,536,310Expenses 2020: $1,768,716Net Income 2020: $767,5942020Revenue 2021: $2,004,474Expenses 2021: $3,224,460Net Income 2021: -$1,219,9862021Revenue 2022: $4,907,913Expenses 2022: $3,523,282Net Income 2022: $1,384,6312022Revenue 2023: $4,336,198Expenses 2023: $4,151,653Net Income 2023: $184,5452023Revenue 2024: $7,390,647Expenses 2024: $6,941,206Net Income 2024: $449,4412024

Highlighted filing

2023

Revenue$4,336,198
Expenses$4,151,653
Net Income$184,545
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 1, 2024
Return Version
2023v5.1
Gross Receipts
$4,336,198
Mission and Program Overview

Mission

GridLab provides technical grid expertise to enhance policy decision-making and to ensure a rapid transition to a reliable, cost effective, and low carbon future.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,400,531$2,214,228▲ $813,697
Pledges and Grants Receivable$500,000$229,000▼ $271,000
Cash and Non-Interest-Bearing Accounts$411,000$66,854▼ $344,146
Accounts Receivable$24,450$0▼ $24,450
Prepaid Expenses and Deferred Charges$5,948$6,326▲ $378
Other Notes and Loans Receivable, Net-$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-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$2,415,466$2,673,568▲ $258,102
Other Assets Total$73,537$157,160▲ $83,623
Liabilities
Accounts Payable and Accrued Expenses$300,098$287,006▼ $13,092
Other Liabilities$76,455$163,104▲ $86,649
Total Liabilities$376,553$450,110▲ $73,557
Net Assets / Fund Balance
Net Assets With Donor Restrictions$2,020,049$1,478,711▼ $541,338
Net Assets Without Donor Restrictions$18,864$744,747▲ $725,883
Total Net Assets Fund Balance$2,038,913$2,223,458▲ $184,545
Total Liabilities and Net Assets / Fund Balance$2,415,466$2,673,568▲ $258,102

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$157,160--
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ric O'ConnellPresident & EDFT$243,794$34,546$278,340
Priya SreedharanProgram DirectorFT$194,145$17,345$211,490
Casey BakerSenior Program ManFT$102,165$11,420$113,585
Taylor McNairProgram ManagerFT$101,581$9,648$111,229

Board Members and Trustees

NameTitle
David HochschildBoard Member
Mark AhlstromBoard Member
Virginia LacyBoard Member
Curtis SeymourSctry/Treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Energy & Climate TransProgram tech assistance2143 Sacramento St, Berkeley, CA 94702$400,000
Telos EnergyProgram tech assistance475 Broadway Unit 6, Saratoga Springs, NY 12866$310,880
Energy Strategies IncProgram tech assistance2402 Thomson Rd NE, Brookhaven, GA 30319$256,597
Grid Status IncProgram tech assistance312 N Deere Park Dr E, Highland Park, IL 60035$210,000
NP Energy LLCProgram tech assistance1930 Saint Andrews Dr, Moraga, CA 94556$140,450
Revenue and Support

Revenue Composition

Contributions and Grants
$3,885,000
Program Service Revenue
$412,500
Investment Income
$38,698
Other Revenue
$0
All Other Contributions
$3,885,000
Change in Net Assets
$184,545

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,336,198
Total Revenue per Audited Statements
$4,336,198
Total Revenue per Form 990
$4,336,198
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,261,861
Salaries, Compensation, and Employee Benefits$889,792
Total Fundraising Expense$55,013
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$3,008,476$32,864$528$3,041,868
Other Salaries and Wages$425,562$47,792$18,167$491,521
Current Officers, Directors, Trustees, and Key Employees$239,811$28,690$25,747$294,248
Occupancy$42,484$7,899$2,865$53,248
Other Employee Benefits$45,298$5,036$2,222$52,556
Payroll Taxes$41,460$4,948$2,905$49,313
Fees for Services Accounting-$43,477-$43,477
Travel$29,860$170$86$30,116
Conferences and Meetings$27,127$183$54$27,364
Office Expenses$16,755$2,522$1,164$20,441
Information Technology$9,318$968$486$10,772
Insurance-$5,983-$5,983
Advertising-$4,143-$4,143
Other Expenses$2,875$621$412$3,908
Pension Plan Contributions$1,922$232-$2,154
Total Functional Expenses$3,892,645$203,995$55,013$4,151,653

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,151,653
Total Expenses per Audited Statements$4,151,653
Total Expenses per Form 990$4,151,653
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

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
Operating lease liability$163,104
Governance and Compliance

Governance Checklist

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

Governance Explanations

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

“The 990 is completed by our accountants at Sutro Li, and then returned to GridLab staff for review. The 990 is then shared with the Board via email for approval.”

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

“The Executive Director reviews conflicts annually.”

Form 990, Part VI, Section B, Line 15A

“Yes, a salary comparison review was created and reviewed by the board. The vote on the ED Compensation was held without the Executive Director present.”

Form 990, Part VI, Section C, Line 19

“As required by the nonprofit integrity act in California and IRS regulations, certain documents are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
GridLab Inc
EIN
82-4198360
Phone
4153053235
Address
2150 Allston Way Ste 420, Berkeley, CA 94704

Signing Officer

Name
Ric O'Connell
Title
President & ED
Signed
2024-10-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ric O'Connell
Formed
2018
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
4
Employees
5
Volunteers
4

Preparer

Firm
Crosby & Kaneda CPAs LLP
Address
548 Market St PMB 97503, San Francisco, CA 94104
Preparer
Tierna Jensen
Phone
5108352727
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 3

“Greatly expanded our transmission program after hiring a senior program manager to direct our work. Our transmission program aims to educate parties on the benefits of transmission, conduct analysis to unlock capacity of the existing transmission system, and enable the deployment of critical transmission infrastructure through accelerated planning and permitting.”

Financial Statement Notes

Part X : FIN48 Footnote

“The Internal Revenue Service and the California Franchise Tax Board have determined that the Organization is exempt from federal and state income taxes under IRC 501(c)(3) and California RTC 23701(d). The Organization has evaluated its current tax positions as of December 31, 2023 and is not aware of any significant uncertain tax positions for which a reserve would be necessary. The Organizations tax returns are generally subject to examination by federal and state taxing authorities for three and four years, respectively, after they are filed.”

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IRS990/MinutesOfCommitteesInd0true
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IRS990/MissionDesc0To provide expert capacity and thought leadership to address technical challenges and reliability questions in the implementation of clean energy policies.
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IRS990/OccupancyGrp/ManagementAndGeneralAmt07899
IRS990/OccupancyGrp/ProgramServicesAmt042484
IRS990/OccupancyGrp/TotalAmt053248
IRS990/OfficeExpensesGrp/FundraisingAmt01164
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IRS990/OfficeExpensesGrp/ProgramServicesAmt016755
IRS990/OfficeExpensesGrp/TotalAmt020441
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IRS990/OtherEmployeeBenefitsGrp/TotalAmt052556
IRS990/OtherExpensesGrp/Desc0Strategic planning
IRS990/OtherExpensesGrp/Desc1Dues, license & service fees
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IRS990/OtherExpensesGrp/FundraisingAmt1412
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1621
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IRS990/OtherExpensesGrp/ProgramServicesAmt12875
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IRS990/OtherSalariesAndWagesGrp/TotalAmt0491521
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IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt02905
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04948
IRS990/PayrollTaxesGrp/ProgramServicesAmt041460
IRS990/PayrollTaxesGrp/TotalAmt049313
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0232
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IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt05948
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt06326
IRS990/PrincipalOfficerNm0Ric O'Connell
IRS990/ProfessionalFundraisingInd0false
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IRS990/ProgramServiceRevenueGrp/Desc0Consulting fees
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0412500
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IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt04750000
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0600
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt02836009
IRS990/PYProgramServiceRevenueAmt0157313
IRS990/PYRevenuesLessExpensesAmt01384631
IRS990/PYSalariesCompEmpBnftPaidAmt0687273
IRS990/PYTotalExpensesAmt03523282
IRS990/PYTotalRevenueAmt04907913
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0184545
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0412500
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01400531
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02214228
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt03885000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt04750000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02001000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02533450
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01815000
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt014984450
IRS990ScheduleA/TotalSupportAmt015032790
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Operating lease - right of use asset
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0163104
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Operating lease liability
IRS990ScheduleD/RevenueSubtotalAmt04336198
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Internal Revenue Service and the California Franchise Tax Board have determined that the Organization is exempt from federal and state income taxes under IRC 501(c)(3) and California RTC 23701(d). The Organization has evaluated its current tax positions as of December 31, 2023 and is not aware of any significant uncertain tax positions for which a reserve would be necessary. The Organizations tax returns are generally subject to examination by federal and state taxing authorities for three and four years, respectively, after they are filed.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
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Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,673,568
Liabilities
$450,110
Net assets
$2,223,458
Revenue
$4,336,198
Expenses
$4,151,653
Net income
$184,545
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.52$0.85$2.67$7.39$6.94$0.45
2023Detailed filing. Detailed filing data is available for this year.$2.67$0.45$2.22$4.34$4.15$0.18
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.42$0.38$2.04$4.91$3.52$1.38
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.78$0.13$0.65$2.00$3.22$1.22
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.01$0.14$1.87$2.54$1.77$0.77
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.17$0.06$1.11$1.82$1.14$0.68
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.15$0.00$0.15$0.52$0.37$0.15