2024-10-25T02:42:10-05:00 2023-12-31 946214841 ARMANINO ADVISORY LLC 2700 CAMINO RAMON STE 350 SAN RAMON CA 945835004 990 2023-01-01 814042787 GRID ALTERNATIVES AFFILIATES & SUBSIDIARIES GRID 5107311310 1171 OCEAN AVENUE 200 OAKLAND CA 94608 TIMOTHY SEARS COO 5107311310 2024-10-23 1 1 MATTHEW PETROSKI P00853132 9257902600 2024-10-23 2023 2024-10-15 13:58:12Z ERICA MACKIE 1171 OCEAN AVENUE 200 OAKLAND CA 94608 43801452 1 1 5993 X WWW.GRIDALTERNATIVES.ORG X 2013 CA 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. 50 49 374 367 0 0 10761202 16929769 30069564 26860685 8580 9618 -5488 198 40833858 43800270 0 0 0 0 20157986 20620120 0 0 1520633 21929479 24290295 42087465 44910415 -1253607 -1110145 39099390 40697783 29020793 31729341 10078597 8968442 X 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. 0 0 38035301 26861548 GRID 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. 38035301 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 405 0 1 374 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 50 49 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X HECTOR PENA 5107311310 1171 OCEAN AVENUE 200 OAKLAND CA 94608 TIMOTHY SEARS CHIEF OPERATING OFFICER 1.00 40.00 X 0 217340 13262 ERICA MACKIE PRESIDENT - GRID SAN DIEGO 1.00 32.00 X X 0 178684 2320 JAIME ALONSO EXECUTIVE DIR - GRID INLAND EMPIRE 40.00 X 163114 0 11514 ARTHUR BART-WILLIAMS EXECUTIVE DIR - GRID BAY AREA 40.00 X 150984 0 11113 PAUL CLEARY EXECUTIVE DIR - GRID SAN DIEGO 40.00 X 142942 0 9763 ASHLEY CHRISTY EXECUTIVE DIRECTOR - GRID GLA 40.00 X 146200 0 3806 PABLO DEL'AGUILA CONSTRUCTION DIR - GRID N. VALLEY 40.00 X 132206 0 7719 DAVID GRIFFIN CO-EXECUTIVE DIR - GRID C. VALLEY 40.00 X 124516 0 12418 KARINA GONZALEZ CO-EXECUTIVE DIR - GRID C. VALLEY 40.00 X 125204 0 10964 JONATAN ESCALANTE MARROQUIN DIR OF CONST AND OP. - GRID GLA 40.00 X 123984 0 11150 ALEX TUREK DEPUTY DIRECTOR - GRID GLA 40.00 X 126000 0 5066 ELIJAH PERRY EXECUTIVE DIR - GRID MID ATLANTIC 40.00 X 123700 0 6243 MARGARET KRAL EXECUTIVE DIRECTOR - GRID CO 40.00 X 122232 0 5006 TERESA PEREZ DIR OF GRANTS ADMIN - GRID GLA 40.00 X 111933 0 7118 HECTOR PENA CHIEF FINANCIAL OFFICER 1.00 40.00 X 0 111111 3454 KAMALJIT JASPAL DIR OF STRATEGIC DEV. - GRID CO 40.00 X 102935 0 7699 JOSEPH SMITH SOLAR CONSTR MGR - GRID BAY AREA 40.00 X 104436 0 1534 STACI RICHARDSON EXECUTIVE DIR - GRID N. VALLEY 40.00 X 50094 0 3273 MICHAEL DELA PENA THRU 1223 INTERIM ED - GRID N. VALLEY 40.00 X 71973 0 4034 JOSEPH KARP PRESIDENT - GRID BAY AREA 1.00 X X 0 0 0 TINA MURRAY TREASURER - GRID BAY AREA 1.00 X X 0 0 0 REID TUCKER SECRETARY - GRID BAY AREA 1.00 X X 0 0 0 DR NIKKY AVILA DIRECTOR - GRID BAY AREA 1.00 X 0 0 0 BREANA GEORGE DIRECTOR - GRID BAY AREA 1.00 X 0 0 0 DAI OWEN DIRECTOR - GRID BAY AREA 1.00 X 0 0 0 PETER TON DIRECTOR - GRID BAY AREA 1.00 X 0 0 0 SARAH KEANE PRESIDENT/CHAIR - GRID CO 0.50 X X 0 0 0 BRIAN VICKERS BOARD TREASURER - GRID CO 0.50 X X 0 0 0 RYAN DULANEY SECRETARY - GRID CO 0.50 X X 0 0 0 ROBERT ANCHRUM BOARD MEMBER - GRID CO 0.50 X 0 0 0 PAUL GONZALES BOARD MEMBER - GRID CO 0.50 X 0 0 0 IFFIE JENNINGS BOARD MEMBER - GRID CO 0.50 X 0 0 0 KATHLEEN PRITCHARD THRU 823 BOARD MEMBER - GRID CO 0.50 X 0 0 0 ASPEN STOVER THRU 123 BOARD MEMBER - GRID CO 0.50 X 0 0 0 ANJITH WEERASINGHE INT. PRESIDENT - GRID C. VALLEY 0.25 X X 0 0 0 MARYLEN KARSTED THRU 523 VICE PRESIDENT - GRID C. VALLEY 0.19 X X 0 0 0 RODNEY ROQUE TREASURER - GRID C. VALLEY 0.19 X X 0 0 0 IVAN LOPEZ 523 INT. TREASURER - GRID C. VALLEY 0.19 X X 0 0 0 JANINE MEDINA SECRETARY - GRID C. VALLEY 0.19 X X 0 0 0 LEROY COFFMAN BOARD MEMBER - GRID C. VALLEY 0.19 X 0 0 0 TIMOTHY CONBOY BOARD MEMBER - GRID C. VALLEY 0.19 X 0 0 0 CHRIS FIELDS BOARD MEMBER - GRID C. VALLEY 0.19 X 0 0 0 JEREMIAH JANCIK BOARD MEMBER - GRID C. VALLEY 0.19 X 0 0 0 LISA MORALES BOARD MEMBER - GRID C. VALLEY 0.19 X 0 0 0 LUIS SANCHEZ THRU 523 BOARD MEMBER - GRID C. VALLEY 0.19 X 0 0 0 GEORGE PUDDEPHATT PRESIDENT - GRID INLAND EMPIRE 1.00 X X 0 0 0 BLAINE BOYER TREASURER - GRID INLAND EMPIRE 1.00 X X 0 0 0 MICHELLE PIERCE SECRETARY - GRID INLAND EMPIRE 1.00 X X 0 0 0 KARI H'OVARTH BOARD MEMBER - GRID INLAND EMPIRE 1.00 X 0 0 0 VIKITA POINDEXTER BOARD MEMBER - GRID INLAND EMPIRE 1.00 X 0 0 0 ALEX SAUCEDO BOARD MEMBER - GRID INLAND EMPIRE 1.00 X 0 0 0 TRACY WOODBURN BOARD MEMBER - GRID INLAND EMPIRE 1.00 X 0 0 0 KACEY LIZON BOARD PRESIDENT - GRID N. VALLEY 1.50 X X 0 0 0 ERIC POFF BOARD TREASURER - GRID N. VALLEY 4.00 X X 0 0 0 DERRICK ROSS BOARD SECRETARY - GRID N. VALLEY 0.50 X X 0 0 0 JACK HAWLEY BOARD MEMBER - GRID N. VALLEY 0.50 X 0 0 0 SARA LONG THRU 323 BOARD MEMBER - GRID N. VALLEY 1.00 X 0 0 0 WILLIE JOE MARQUEZ BOARD MEMBER - GRID N. VALLEY 0.50 X 0 0 0 GENE WILLIAMS BOARD MEMBER - GRID N. VALLEY 0.50 X 0 0 0 ULYSSES DOWNING JR THRU 223 PRESIDENT - GRID SAN DIEGO 1.00 X X 0 0 0 BAMBI TRAN TREASURER - GRID SAN DIEGO 1.00 X X 0 0 0 BLANCA BROWN THRU 223 TREASURER - GRID SAN DIEGO 1.00 X X 0 0 0 ERIKA MORGAN THRU 323 SECRETARY - GRID SAN DIEGO 1.00 X X 0 0 0 KARINNA GONZALEZ DIRECTOR - GRID SAN DIEGO 1.00 X 0 0 0 GEORGE ASHTON THRU 123 PRESIDENT - GRID MID ATLANTIC 2.00 X X 0 0 0 HERB STEVENS 323 TREASURER - GRID MID ATLANTIC 2.00 X X 0 0 0 LIDIJA SEKARIC SECRETARY - GRID MID ATLANTIC 2.00 X X 0 0 0 ERIC HEINTZ AT-LARGE MEMBER-GRID MID ATLANTIC 2.00 X 0 0 0 RAHIMA BUTLER BOARD CHAIR/TREAS. - GRID GLA 1.00 X X 0 0 0 JEFF ATKIN THRU 123 PRESIDENT - GRID GLA 1.00 X X 0 0 0 ANTHONY HERNANDEZ BOARD VICE CHAIR - GRID GLA 1.00 X X 0 0 0 DANIEL TENEBAUM SECRETARY - GRID GLA 1.00 X X 0 0 0 JOHN MIMMS DIRECTOR - GRID GLA 1.00 X 0 0 0 SALVADOR NUNEZ DIRECTOR - GRID GLA 1.00 X 0 0 0 JACK OLREE DIRECTOR - GRID GLA 1.00 X 0 0 0 BRUCE SAITO THRU 223 DIRECTOR - GRID GLA 1.00 X 0 0 0 ALICIA SCHWARZ THRU 623 DIRECTOR - GRID GLA 1.00 X 0 0 0 BELINDA WAYMOUTH THRU 223 DIRECTOR - GRID GLA 1.00 X 0 0 0 1922453 507135 137456 16 0 1 0 POSITIVE ELECTRIC LLC 5212 HOLSTEIN WAY RIVERSIDE CA 92509 SUB-CONTRACTOR 319533 CAPITAL CITY SOLAR 111 DEREK PLACE ROSEVILLE CA 95678 SUB-CONTRACTOR 313766 T&S ROOFING LLC 10537 STORCH DRIVE LANHAM MD 20706 SUB-CONTRACTOR 247555 THE SOLAR PANEL DOCTORS 1114 W DIAMOND ST ANAHEIM CA 92801 SUB-CONTRACTOR 240911 HIGH POINT SOLAR PO BOX 100 PMB 104 MAMMOTH LAKES CA 93546 SUB-CONTRACTOR 194746 11 3963 12642138 4283668 362073 16929769 FEE FOR SERVICE 900099 11039815 11039815 SASH/DAC SASH CONTRACT 900099 9585879 9585879 HQ SHARED INCOME 900099 5980644 5980644 AFFILIATE EQUIPMENT FE 900099 208734 208734 OTHER REBATES/INCENTIV 900099 45613 45613 26860685 904 904 8714 0 8714 8714 8714 0 3963 665 -665 -665 1380 517 863 863 43800270 26861548 0 8953 X 1433498 1433498 14951844 13739257 629723 582864 62642 56427 2641 3574 2793337 2599047 139755 54535 1378799 1180151 152546 46102 58840 58510 330 527836 171 527665 4593674 2532100 1315368 746206 126655 69793 53461 3401 620962 444469 168403 8090 395854 6175 389679 2071533 1780840 234619 56074 701444 614457 73812 13175 125153 105908 18010 1235 32401 32401 216731 202031 14700 155879 53667 102212 PROJECT EXPENSES 13607571 13590539 17032 IN-KIND CONSTRUCTION MA 704294 702491 1803 BAD DEBT & MISC 221451 210000 11451 BUSINESS LICENSES & PER 115129 80875 33754 500 14888 8393 3421 3074 44910415 38035301 5354481 1520633 1838190 2306568 423516 960390 5898333 6372377 219261 160513 2228765 1021412 642488 1207353 30077602 29690582 39099390 40697783 1773249 2574624 1185755 516977 953234 924315 25108555 27713425 29020793 31729341 X 8718108 6970977 1360489 1997465 10078597 8968442 39099390 40697783 -1110145 -10 0 X 0 1 X 1 1 1 X 11325605 15238921 10781467 10761202 16929769 65036964 11325605 15238921 10781467 10761202 16929769 65036964 65036964 115 13814 8580 904 23413 11354 198 11552 65071929 134734831 0.99950 0.99940 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2228765 1021412 1207353 1207353 CONSTRUCTION IN PROGRESS 4242314 REFUNDABLE DEPOSITS 700408 INTERCOMPANY RECEIVABLES 20096729 OPERATING LEASE - RIGHT TO USE ASSET 4651131 29690582 INTERCOMPANY PAYABLES 21949173 WARRANTY LIABILITY 952891 OPERATING LEASE LIABILITY 4779894 ASSET RETIREMENT OBLIGATIONS 31467 27713425 X 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, 2023, 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. X 0 0 0 0 0 0 0 1 0 TIMOTHY SEARS CHIEF OPERATING OFFICER 0 217340 0 0 0 0 0 2149 0 11113 0 230602 0 0 ERICA MACKIE PRESIDENT - GRID SAN DIEGO 0 178684 0 0 0 0 0 1720 0 600 0 181004 0 0 JAIME ALONSO EXECUTIVE DIR - GRID INLAND EMPIRE 163114 0 0 0 0 0 1590 0 9924 0 174628 0 0 0 ARTHUR BART-WILLIAMS EXECUTIVE DIR - GRID BAY AREA 150984 0 0 0 0 0 0 0 11113 0 162097 0 0 0 PAUL CLEARY EXECUTIVE DIR - GRID SAN DIEGO 142942 0 0 0 0 0 1257 0 8506 0 152705 0 0 0 ASHLEY CHRISTY EXECUTIVE DIRECTOR - GRID GLA 146200 0 0 0 0 0 0 0 3806 0 150006 0 0 0 PART I, LINE 7 THE BONUS INDICATED ON PART VII WAS A NON-FIXED PAYMENT BASED ON AFFILIATE PERFORMANCE AND THE HANDLING OF EXTRA DUTIES. X 1 5575 FMV X INVERTERS 1 316555 X BATTERIES 1 30592 X CONSTRUCTION MATERIALS 1 7548 X MISCELLANEOUS 1 1803 0 0 0 0 PART I, COLUMN (B): THE NUMBER REPRESENTS THE NUMBER OF CONTRIBUTIONS MADE AND NOT THE NUMBER OF ITEMS CONTRIBUTED. 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. FORM 990, PART IX, LINE 11G STIPEND: PROGRAM SERVICE EXPENSES 1,662,959. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 1,227. TOTAL EXPENSES 1,664,186. CONSULTING: PROGRAM SERVICE EXPENSES 869,141. MANAGEMENT AND GENERAL EXPENSES 1,315,368. FUNDRAISING EXPENSES 45,530. TOTAL EXPENSES 2,230,039. OTHER PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 699,449. TOTAL EXPENSES 699,449. GRID ALTERNATIVES 1171 OCEAN AVENUE NO 200 OAKLAND CA 94608 260043353 TO PROVIDE ENERGY COST SAVINGS CA 501(C)(3) LINE 10 N/A 0 0 0 0 1 1 0 0 1 0 0 0 0 1 0 0 0 0 0 0