2023-11-14T13:32:07-06:00 2022-12-31 411360831 OLSEN THIELEN & CO LTD 2675 LONG LAKE ROAD ST PAUL MN 55113 990 2022-01-01 061670689 CLEAN GRID ALLIANCE (FNA WIND ON THE WIRES) CLEA 6516443400 570 ASBURY STREET 201 ST PAUL MN 55104 BETH SOHOLT EXECUTIVE DIRECTOR 6516443400 2023-11-03 1 BETH SOHOLT XXX-XX-XXXX 1 GERRI A HOFF CPA P00976297 6514834521 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z BETH SOHOLT 570 ASBURY STREET 201 ST PAUL MN 55104 4466695 0 X WWW.CLEANGRIDALLIANCE.ORG X 2002 MN ADVANCE RENEWABLE ENERGY IN THE MIDWEST BY APPLYING TECHNICAL EXPERTISE & BUILDING SUPPORT TO EXPAND CLEAN ENERGY MARKETS 12 11 10 15 0 0 3010489 3769048 180041 663899 15167 15103 -24107 -13873 3181590 4434177 0 0 0 0 900887 982036 0 0 85855 1997642 2493776 2898529 3475812 283061 958365 2848873 3915386 135586 243734 2713287 3671652 X OUR MISSION IS TO ADVANCE RENEWABLE ENERGY IN THE MIDWEST BY APPLYING TECHNICAL EXPERTISE AND BUILDING SUPPORT TO EXPAND MARKETS. WE FOCUS ON EDUCATING KEY DECISION MAKERS THROUGH TECHNICAL, COMMUNICATIONS AND MEDIA WORK, AND PUBLIC OUTREACH. CGA BRINGS THE BEST OF ITS ORGANIZATIONAL CAPACITY TO CAPTURE RENEWABLE ENERGY OPPORTUNITIES: VISIONARY THINKING AND DOING, CONTINUED GROWTH IN TECHNICAL EXPERTISE, STRONG WORKING RELATIONSHIPS WITH THE WIND, SOLAR AND ENERGY STORAGE INDUSTRIES, AN UNDERSTANDING OF STATE-BY-STATE REGULATORY AND POLICY CHALLENGES AND OPPORTUNITIES. CGA WORKS TO INTERCONNECT RENEWABLE ENERGY TO PROVIDE LOCAL ECONOMIC BENEFITS AND TO REDUCE CARBON EMISSIONS. 0 0 1875075 440325 PUBLIC EDUCATION. TO HELP REACH THE POINT OF BROAD ACCEPTANCE OF RENEWABLES, ONGOING PUBLIC EDUCATION AND OUTREACH IS CRITICAL. CGA STRIVES TO BE THE 'GO-TO' SOURCE OF RELIABLE, FACT-BASED INFORMATION ABOUT RENEWABLES IN THE MIDWEST. SPECIFICALLY: - CGA'S MEDIA ACTIVITY RESULTED IN 158 MEDIA PLACEMENTS IN 2022, A 98.7% INCREASE OVER 2021. MEDIA HITS REACHED AN ESTIMATED AUDIENCE OF MORE THAN 13 MILLION PEOPLE. - CGA LAUNCHED A GRID RELIABILITY CAMPAIGN, INCLUDING 14 DIFFERENT SOCIAL MEDIA POSTS, 5 EDUCATIONAL VIDEOS, 9 FACT SHEETS AND 4 OP-ED PLACEMENTS. THE ASSOCIATED DIGITAL AD CAMPAIGN RESULTED IN MORE THAN 200,000 IMPRESSIONS, WITH OVER 111,000 PEOPLE WATCHING THE ENTIRE VIDEO FOR A COMPLETION RATE OF 54.10%. - THE CGA WEBSITE RECEIVED NEARLY 74,000 PAGE VIEWS IN 2022. - DIRECT WEBSITE ACQUISITIONS WERE UP NEARLY 37% OVER 2021, AND REFERRAL LINKS TO THE WEBSITE WERE UP 17%. - WE CONTINUED USING NONPROFIT MEGAPHONE (NPM) TO ADMINISTER THE NONPROFIT GOOGLE ADWORDS PROGRAM. THE PROGRAM HAS DELIVERED: 225,223 AD IMPRESSIONS OVER 18,000 CLICK-THROUGHS TO OUR WEBSITE CGA'S LINKEDIN SOCIAL MEDIA CHANNEL FOLLOWING GREW 91% IN 2022, GROWING TO OVER 1,000 FOLLOWERS. ORGANIZATIONAL SUSTAINABILITY. CGA CONTINUES TO ATTRACT NEW MEMBERS AND HAVE ROBUST PARTICIPATION FROM BOTH NEW AND EXISTING MEMBERS. CGA STAFF IS CONTINUALLY WORKING WITH BOTH NGO AND FOR-PROFIT MEMBERS TO CREATE EFFECTIVE WAYS TO APPROACH OUR WORK AND ALIGN PRIORITIES IN THE CGA FOOTPRINT. SPECIFICALLY, IN 2022 CGA: - ADDED SEVEN NEW MEMBERS, REACHING AN ALL-TIME HIGH OF 57 MEMBERS. - RECEIVED A "CLEAN" AUDIT FOR OPERATING YEAR 2022. 396458 93101 TRANSMISSION. TRANSMISSION IS VITAL TO CGA'S MISSION OF DEVELOPING RENEWABLES AND REDUCING CARBON EMISSIONS. EXPANDING THE DEPLOYMENT AND INTEGRATION OF COST EFFECTIVE RENEWABLES ON THE GRID INCLUDES PARTICIPATING IN STAKEHOLDER PROCESSES AND ADVOCATING FOR RENEWABLE ENERGY AT THE MIDCONTINENT INDEPENDENT SYSTEM OPERATOR (MISO REGIONAL "GRID" OPERATOR), STIMULATING MARKET CONDITIONS THAT SUPPORT OR ENHANCE THE USE OF RENEWABLE ENERGY ACROSS THE MISO FOOTPRINT, AND ACTIVATING OUR MEMBERS TO STRATEGIZE AND PARTICIPATE IN TRANSMISSION PLANNING, CREATING NEW MARKET RULES, AND ADDRESSING OPERATIONS ISSUES AT MISO. OUR MISO TEAM WORKED ON OVERCOMING COST BARRIERS, STREAMLINING PROCESSES TO BE MORE EFFICIENT AND REDUCE TIME, AND ALLEVIATE CONGESTION. SIGNIFICANT ACHIEVEMENTS FROM THE YEAR INCLUDE: - 98 MISO/REGULATORY COMMENTS FILED; 211 CALLS/MEETINGS ON MISO-RELATED MATTERS; - COORDINATED AND GENERATED SUPPORT WITH MISO, TRANSMISSION OWNERS, STATE COMMISSIONS AND OTHER STAKEHOLDERS ON MISO'S LONG RANGE TRANSMISSION PLAN PORTFOLIO OF 18 NEW TRANSMISSION LINES, WHICH WAS APPROVED ON JULY 25, 2022. THE LINES WILL ENABLE 53 GW OF RENEWABLE ENERGY. - REMOVING STORAGE DISPATCH IN THE SHOULDER INTERCONNECTION STUDIES. THIS WORK, PLUS THE LRTP LINES AND THE STORAGE MARKET MODEL ENABLED 32 GW OF STORAGE IN THE 2022 QUEUE CYCLE. - SUCCESSFULLY STOPPED EFFORTS TO ALLOW STORAGE AS A TRANSMISSION ONLY ASSET TO PARTICIPATE IN THE MARKET, WHICH WOULD HAVE ENABLED UNFAIR COMPETITION BY TRANSMISSION OWNERS. - CONTINUING ADVOCACY IN THE LEGAL CASES RELATED TO THE CARDINAL-HICKORY CREEK TRANSMISSION LINE. 555622 130477 STATE POLICY. THROUGH STATE POLICY WORK, OUR STRATEGIC OBJECTIVE IS TO STIMULATE MARKET CONDITIONS THAT CREATE A DEMAND FOR RENEWABLES AND SUPPORT OR ENHANCE THE USE OF EMERGING TECHNOLOGIES THROUGH POLICY INITIATIVES AT STATE LEGISLATURES. THIS YEAR, CGA'S POLICY TEAM FOCUSED ON TAXES (REAL AND PERSONAL), SITING STANDARDS, PERMITTING REFORM, VEGETATION MANAGEMENT PRACTICES (PARTICULARLY FOR SOLAR FACILITIES), STATE TRANSMISSION POLICIES, RELIABILITY/RESILIENCY OF THE ELECTRIC GRID AND A NUMBER OF POLICIES THAT WOULD DRIVE DEMAND FOR UTILITY-SCALE RENEWABLE RESOURCES THROUGH UTILITY INTEGRATED RESOURCE PLANS. BELOW ARE SOME KEY ACCOMPLISHMENTS: - SUCCEEDED IN GETTING THE MIDWEST'S FIRST STATEWIDE SITING BILL PASSED IN INDIANA. THE BILL ESTABLISHES VOLUNTARY SITING GUIDELINES FOR WIND AND SOLAR PROJECTS. - SUCCESSFULLY AMENDED THE SALES AND USE TAX EXEMPTION FOR SOLAR ASSETS AND ADDED IT TO A BILL SIGNED BY GOV. PARSON. - INCLUDED AN AMENDMENT INTO MISSOURI HB 2005 THAT ALLOWED GRAIN BELT EXPRESS TO MOVE FORWARD. THE LEGISLATION ALSO ESTABLISHES PARAMETERS FOR FUTURE MERCHANT TRANSMISSION LINES SEEKING TO USE EMINENT DOMAIN. THE BILL WAS SIGNED INTO LAW. - FOLLOWING INTERVENTION FROM CGA AND SOLAR ADVOCATES, A POTENTIALLY HARMFUL SOLAR PRODUCT STEWARDSHIP BILL IN MINNESOTA WAS REMOVED FROM A LARGER ENVIRONMENT AND NATURAL RESOURCES POLICY BILL. - SOUTH DAKOTA GOVERNOR NOEM SIGNED SB36 WHICH REQUIRES FINANCIAL SECURITY FOR DECOMMISSIONING OF SOLAR FACILITIES. - SUBMITTED A LETTER OPPOSING IOWA SF-2127 THAT STOPPED IT FROM MOVING FORWARD. THE BILL APPLIES TO AGRICULTURAL LAND USE FOR SOLAR. - WILL COUNTY, ILLINOIS ADOPTED CGA'S RECOMMENDATION THAT BATTERY STORAGE COMPLY WITH SITING STANDARDS APPLICABLE TO THE GENERATION WITH WHICH IT IS CO-LOCATED. - STOOD UP POWERING WISCONSIN TO ENSURE LONG-TERM SUCCESS IN THE STATE. - CGA'S ADVOCACY IN THE ILLINOIS ENERGY STORAGE REPORT RESULTED IN THE ADDITION OF 600 MW OF NEW BATTERY STORAGE BY 2026. 2827155 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 17 0 1 10 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 12 11 0 0 0 0 1 0 0 1 0 0 0 0 1 1 1 1 1 1 1 0 MN IL X BETH SOHOLT 6516443400 570 ASBURY ST SUITE 201 ST PAUL MN 55104 BETH SOHOLT EXECUTIVE DIRECTOR 40.00 X 212069 0 30557 SEAN BRADY SR. COUNSEL AND DIRECTOR OF REGULATORY ADVOCACY 40.00 X 138606 0 11030 JEFF DANIELSON VICE PRESIDENT - ADVOCACY 40.00 X 105625 0 8610 ADAM SOKOLSKI CHAIRPERSON/DIRECTOR 2.00 X X 0 0 0 SARAH JOHNSON PHILLIPS SECRETARY/TREASURER 2.00 X X 0 0 0 JULIE VOECK CHAIR EMERITUS 1.00 X X 0 0 0 JON CHASE DIRECTOR 1.00 X 0 0 0 NICOLE LUCKEY DIRECTOR 1.00 X 0 0 0 KERRI JOHANNSEN DIRECTOR 1.00 X 0 0 0 JOHN MOORE DIRECTOR 1.00 X 0 0 0 WILL EBERLE DIRECTOR 1.00 X 0 0 0 CHRIS KUNKLE DIRECTOR 1.00 X 0 0 0 DAVID MINDHAM DIRECTOR 1.00 X 0 0 0 RAY FAKHOURY DIRECTOR (STARTING AUG 22) 1.00 X 0 0 0 JOHN STERLING DIRECTOR (THROUGH MAR 22) 1.00 X 0 0 0 456300 0 50197 3 0 1 0 NATALIE MCINTIRE 335 37TH ST PORT TOWNSEND WA 98368 POLICY AND TECHNICAL CONSULTING SERVICES 158469 INTERTRAN CONSULTING 1338 S FOOTHILL DRIVE UNIT 323 SALT LAKE CITY UT 84108 TECHNICAL CONSULTING SERVICES 122714 CSB ENERGY STRATEGIES 2043 N HALSTED STREET UNIT B CHICAGO IL 60614 SITING PROJECT COORDINATOR 114289 3 134157 3634891 3769048 SERVICE REVENUE 900099 663899 663899 663899 15103 15103 18641 134157 32518 -13877 -13877 MISCELLANEOUS REVENUE 900099 4 4 4 4434177 663903 0 1226 242626 182742 40188 19696 588161 442994 97420 47747 24217 18240 4011 1966 72578 54665 12022 5891 54454 43039 8382 3033 55089 55089 168847 115390 39672 13785 11323 11193 130 32287 13005 17866 1416 46598 35097 7718 3783 40029 39663 366 25921 8971 2243 14707 3153 2375 522 256 6276 6276 CONTRACT SVCS-CONSULTIN 2116196 1803425 312771 0 EQUIPMENT RENTAL 14376 12260 1420 696 MISCELLANEOUS 5999 0 1098 4901 EDUCATION AND TRAINING 200 200 0 0 -32518 -32518 3475812 2827155 562802 85855 1692469 1461855 750000 1775000 368242 579047 31856 28897 62064 58911 6306 3153 0 67434 2848873 3915386 135586 221984 0 21750 135586 243734 X 2007602 2655305 705685 1016347 2713287 3671652 2848873 3915386 958365 0 X 0 1 X 0 0 X 1857928 2100557 2993707 3010489 3769048 13731729 1857928 2100557 2993707 3010489 3769048 13731729 3104198 10627531 3606 7932 18700 15167 15103 60508 43788 124753 172296 180041 663903 1184781 14977018 41681 0.70960 0.75290 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: SERVICE REVENUE - 2018 AMOUNT: $ 43,500. 2019 AMOUNT: $ 124,753. 2020 AMOUNT: $ 172,296. 2021 AMOUNT: $ 180,041. 2022 AMOUNT: $ 663,899. MISCELLANEOUS REVENUE - 2018 AMOUNT: $ 288. 2019 AMOUNT: $ 0. 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 0. 2022 AMOUNT: $ 4. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 18750 56250 75000 3433330 3508330 325417 81354 0 0 267594 275149 296132 325417 1164292 1746438 69015 22792 1509 75000 168316 66899 68787 74033 81354 291073 436610 1063 825 18750 20638 62064 58911 3153 3153 OPERATING LEASE OBLIGATION 21750 21750 X 4466695 0 4466695 -32518 -32518 4434177 3508330 0 3508330 -32518 -32518 3475812 PART X, LINE 2: ASC 740 DISCLOSURE FROM AUDITED FINANCIAL STATEMENTS: THE ORGANIZATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, THEREFORE, THE STATEMENTS DO NOT INCLUDE A PROVISION FOR INCOME TAXES. THE ORGANIZATION REVIEWS INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN INCOME TAX RETURNS TO DETERMINE IF THERE ARE ANY INCOME TAX UNCERTAINTIES. THIS INCLUDES POSITIONS THAT THE ENTITY IS EXEMPT FROM INCOME TAXES OR NOT SUBJECT TO INCOME TAXES ON UNRELATED BUSINESS INCOME. THE ORGANIZATION RECOGNIZES TAX BENEFITS FROM UNCERTAIN TAX POSITIONS ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITIONS WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITIONS. THE ORGANIZATION HAS IDENTIFIED NO INCOME TAX UNCERTAINTIES. THE ORGANIZATION FILES INFORMATION RETURNS AS A TAX-EXEMPT ORGANIZATION. SHOULD THAT STATUS BE CHALLENGED IN THE FUTURE, ALL YEARS SINCE INCEPTION COULD BE SUBJECT TO REVIEW BY THE IRS. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES REPORTED IN REVENUE ON FORM 990 -32,518. PART XII, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES REPORTED IN REVENUE ON FORM 990 -32,518. GALA 152798 134157 18641 0 0 14708 0 11308 6502 152798 134157 18641 14708 11308 6502 32518 -13877 X X X X X 0 0 0 0 0 0 0 0 0 BETH SOHOLT EXECUTIVE DIRECTOR 212069 0 0 0 0 0 11607 0 18950 0 242626 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 MEMBERS OF CLEAN GRID ALLIANCE ARE COMPRISED OF: - NATIONALLY PROMINENT WIND, SOLAR, AND STORAGE DEVELOPERS - TURBINE MANUFACTURERS - MEMBERS OF THE WIND, SOLAR, AND STORAGE ENERGY SUPPLY CHAIN - MAJOR REGIONAL AND NATIONAL NON-PROFIT ENVIRONMENTAL, PUBLIC INTEREST, AND CLEAN ENERGY ADVOCACY ORGANIZATIONS - TRIBAL REPRESENTATIVES - FARMER ORGANIZATIONS FORM 990, PART VI, SECTION A, LINE 8B MINUTES ARE TAKEN AT BOARD MEETINGS. ALL VOTING ITEMS GO TO A FULL-BOARD VOTE. THE COMMITTEES SERVE TO MAKE RECOMMENDATIONS ONLY TO THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 WILL BE SUBMITTED TO THE EXECUTIVE DIRECTOR, TREASURER AND ACCOUNTANT FOR APPROVAL BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C A WRITTEN CONFLICT OF INTEREST POLICY WAS ADOPTED BY THE ORGANIZATION ON 09/18/2008. THE POLICY IS FOR ALL DIRECTORS, OFFICERS, AND EMPLOYEES OF THE ORGANIZATION. IT OUTLINES AREAS IN WHICH A CONFLICT OF INTEREST MAY ARISE, THE NATURE OF POTENTIAL CONFLICTS, DISCLOSURE POLICIES AND PROCEDURES FOR MANAGING CONFLICTS. ALL MATTERS RELATING TO A CONFLICT OF INTEREST MUST BE DOCUMENTED IN THE BOARD OF DIRECTORS' MINUTES. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION OF THE CHIEF EXECUTIVE OFFICER IS DISCUSSED AND SET BY THE BOARD OF DIRECTORS ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST.