2024-08-06T19:00:10-05:00 2023-09-30 953001179 Windes Inc PO BOX 87 LONG BEACH CA 908010087 990 2022-10-01 954375022 CALSTART Inc CALS 6267445600 48 S Chester Ave Pasadena CA 91106 John Boesel CFO 6267445600 2024-08-01 1 1 Aaron Phillips P01654760 5624351191 2024-08-01 2022 2024-08-08 14:25:15Z John Boesel 48 S Chester Ave Pasadena CA 91106 169305902 0 X www.calstart.org X 1992 CA Develop and implement large scale zero-emission transportation solutions ... (See Schedule O)with businesses, governments, and organizations to mitigate climate change and support economic growth. 12 11 181 15 0 0 66438713 168667588 0 0 4 615814 3569 22500 66442286 169305902 0 0 0 0 14816982 21893813 0 0 0 51036842 151051502 65853824 172945315 588462 -3639413 49283495 81342340 40880097 76578355 8403398 4763985 X For over 30 years, it has been CALSTART's mission to work with innovative partners to accelerate the growth of the clean transportation industry ... (See Schedule O)CALSTART develops, assesses, and implements large-scale zero-emission transportation solutions to mitigate climate change and support economic growth. As an industry builder, CALSTART collaborates with businesses, organizations, governments, and communities to create real-life impact toward clean air and equitable access to clean transportation for all. CALSTART provides scientific, technical, and policy support for regulatory development of clean technology and infrastructure acceleration. 0 0 152395847 CALSTART designs, leads, and implements zero-emission vehicle and infrastructure incentive programs for trucks, buses, cars, and off-road equipment for international, federal, state, and local governments. This includes $4 million funding by the Department of Energy for CALSTART's Charge@Work program, and the $74 million budget approved by California Energy Commission's (CEC) for the Communities in Charge project. CALSTART's EnergIIZE project, with a total approved budget of $276 million by CEC through 2026, provides incentives via reimbursement for EV and H2 infrastructure to support medium/heavy-duty ZEVs. The CEC also awarded $25 million for a ZEV Battery Manufacturing Block Grant.(See Schedule O)California's Air Resources Board's (CARB) Clean Off-Road Equipment Voucher Incentive Project (CORE) receives $266 million in funding, with an additional $27 million now allocated for zero-emission professional landscape service equipment. CARB approved an allocation of over $1.7 billion for Hybrid and Zero-Emission Truck and Bus Voucher Incentive Project (HVIP). CARB identified $25 million for the Innovative Small E-Fleet (ISEF) set-aside within HVIP. 7449784 CALSTART remains the go-to leader in zero- and low-emission technology assessment, evaluation, and planning assistance. CALSTART serves as the medium- and heavy-duty vehicle advisor to the California Air Resources Board (CARB) and assists in development of its ongoing Heavy Duty Investment Plan to meet 2030 climate and clean air objectives. CALSTART produces original and compiled research on industry and market dynamics and ways to accelerate transformation to provide accessible technical assistance, road-mapping, guidance. In June 2023, CALSTART held a showcase, ride & drive event in Fresno, CA to demonstrate the range of available zero-emission vehicles available for fleet transformation.(See Schedule O)For Environmental Protection Agency (EPA)'s 2022 Clean School Bus Rebates, CALSTART launched its Electric School Bus Network website as a critical resource for all those working to advance the electrification of school buses.CALSTART was one of the winners of the $8 million Grand Prize award in the Electric Truck & Bus Challenge part of the New York Clean Transportation Prizes program by NYSERDA , for its Freight Electrification-as-a-Service for Transformation (FEaST) proposal. CALSTART also provides technical assistance to NYSERDA's New York Truck Voucher Incentive Program (NYTVIP). Mass Fleet Advisor is a technical assistance program for private MHDV fleets; CALSTART is the prime recipient of Massachusetts Clean Energy Center's (MassCEC) program.Recent major federal awards include CALSTART securing $412,000 in revenue from the Department of Energy (DOE) Vehicle Technology Office as part of two awards totaling $32 million. CALSTART is also a sub-contractor on one of the FHWA Clean Fuel and Infrastructure Awards, receiving $63.8 million for the I-10 corridor project. Additionally, the DOE awarded CALSTART $1.2 million to plan for commercial EV decarbonization along the I-95 corridor. 2002357 22500 CALSTART provides a wide range of networking and strategic partnering opportunities for its 280+ member companies and stakeholder organizations. CALSTART members benefit from the unique research and analysis reports and have access to curated information about opportunities and industry trends in clean transportation. Our program teams also conduct webinars to inform members and others of the latest developments, opportunities, and forecasts about EVs and clean transportation. (See Schedule O)In 2023, CALSTART issued the industry-leading Zeroing in on Zero-Emission Trucks (ZET) report, which provides insight on market trends and deployments as the industry prepared for an injection of federal funding. CALSTART also presented a vision and roadmap for how the United States can build out infrastructure to support rapid zero-emission medium- and heavy-duty vehicle (ZE-MHDV) adoption. The Phasing in U.S. Charging Infrastructure report features findings from a model and scenario CALSTART developed, showing how to accelerate infrastructure buildout with a targeted, phase-in strategy. 4716413 Other program services 4716413 166564401 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 45 0 1 181 1 0 1 UK 0 0 0 0 0 0 0 0 0 0 X 12 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X X Piero Stillitano 6267445600 48 S Chester Avenue Pasadena CA 91106 Cynthia Williams Board Chair 1.00 X X 0 0 0 Chelle Izzi Vice Chair 1.00 X X 0 0 0 Andrei Greenwalt Secretary 1.00 X X 0 0 0 Gary Horvat Director (Until 11/2022) 1.00 X 0 0 0 Dawn Fenton Director (Until 8/2023) 1.00 X 0 0 0 Colleen Jansen Director (Until 11/2022) 1.00 X 0 0 0 Katie Sloan Director 1.00 X 0 0 0 Stephen Trichka Director (Until 2/2023) 1.00 X 0 0 0 Yuri Freedman Director 1.00 X 0 0 0 Bob Wyman Director 1.00 X 0 0 0 Bart Franey Director 1.00 X 0 0 0 Karen Hamberg Director 1.00 X 0 0 0 Julia Grinshpun Director 1.00 X 0 0 0 Chris Nevers Director 1.00 X 0 0 0 Mark Patter Director 1.00 X 0 0 0 Chris Stoddart Director 1.00 X 0 0 0 John Boesel President & CEO 40.00 X 395636 0 57592 Piero Stillitano Chief Financial Officer 40.00 X 265936 0 46382 David Chow Chief Operations Officer 40.00 X 231164 0 45265 Jasna Tomic Vice President 40.00 X 278408 0 39465 Jessica Olson Vice President, Policy 40.00 X 166491 0 11792 Maureen Marshall Director, Midwest Region 40.00 X 201602 0 56189 Deidre Strohm Development Director 40.00 X 161888 0 37233 Benjamin Mandel Director, North East Region 40.00 X 197358 0 33523 Jared Schnader Director, Bus Programs 40.00 X 177649 0 45998 Tom Brotherton Director, Market Acceleration 40.00 X 169894 0 56620 2246026 0 430059 52 0 1 0 Tetra Tech Divisions PO Box 911654 Denver CO 80291 Subrecipient 2620529 Achates Power Inc 4060 Sorento Valley Boulevard San Diego CA 92121 Subrecipient 1018322 Shared Use Mobility Center 222 W Merchandise Mart Plaza Suit Chicago IL 60654 Subrecipient 702158 State of California Accounting Department Xiaotian Hu Sacramento CA 95814 Subrecipient 472547 Drop Media LLC Sam Trotman Jr 7141 Santa Monica West Hollywood CA 90046 Subcontractor 387450 26 1008254 161107566 6551768 168667588 615814 615814 GRANT PROPOSAL CONSULTATION 900099 22500 22500 22500 169305902 22500 0 615814 1538131 1268438 269693 13939715 11731682 2208033 876266 837615 38651 4248911 4073676 175235 1290790 1239555 51235 11494 11494 46300 46300 70050 70050 4747416 4479099 268317 1032552 834948 197604 295057 261292 33765 667810 612002 55808 1041116 992609 48507 70520 73220 -2700 64925 59731 5194 287022 201238 85784 Subrecipients/Subcont. 139291701 139291701 Grant Repayments 2699035 2699035 Telephone & Comm. 339326 302280 37046 Equipment Costs 185398 145358 40040 201780 89907 111873 172945315 166564401 6380914 0 24176344 12815 900 66547336 21298188 11045931 565843 424074 4522804 1401136 3180224 3121668 61996 190516 49283495 81342340 6024779 10439195 33239402 60964647 1615916 1549255 0 3625258 40880097 76578355 X 8403398 4763985 8403398 4763985 49283495 81342340 -3639413 0 X 0 1 X 1 1 1 X 58934317 123322082 103294692 66438713 168667588 520657392 58934317 123322082 103294692 66438713 168667588 520657392 520657392 994 2443 341 4 615814 619596 30696 51638 18393 3569 22500 126796 521403784 43056 0.99860 0.99950 X Schedule A, Part II, Line 10, Explanation of Other Income: OTHER INCOME - 2018 Amount: $ 30,696. 2019 Amount: $ 51,638. 2020 Amount: $ 18,393. 2021 Amount: $ 3,569. GRANT PROPOSAL CONSULTATION - 2022 Amount: $ 22,500. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 70050 70050 0 Part II-B, Line 1: CALSTART hired lobbyists to impact policies consistent with the CALSTART, Inc. mission. 1998656 1998656 2426849 1315105 1111744 97299 86031 11268 3121668 Lease liability 117750 Grants Repayable 3507508 3625258 X 169305902 0 169305902 0 169305902 172945315 0 172945315 0 172945315 Part X, Line 2: FIN 48: CALSTART has evaluated its tax positions and the certainty as to whether those positions will be sustained in the event of any audit by taxing authorities at the federal and state levels. The primary tax positions evaluated relate to CALSTARTs continued qualification as a tax-exempt organization and whether there are unrelated business income activities that would be taxable. Management has determined that all income tax positions will more likely than not be sustained upon potential audit or examination; therefore, no disclosures of uncertain income tax positions are required. The statute of limitations for federal and California state purposes is generally three and four years, respectively. Europe (Including Iceland & Greenland) 0 0 Grant received for program services Revenue in Germany 145984 North America 0 0 Grant received for program services Revenue in Canada 62329 Europe (Including Iceland & Greenland) 1 2 Program Services Expenditure (Payroll) in Netherlands 223250 Europe (Including Iceland & Greenland) 0 2 Grant received for program services Revenue in Netherlands 154977 Europe (Including Iceland & Greenland) 0 1 Program Services Expenditure (Payroll) in United Kingdom 131722 Europe (Including Iceland & Greenland) 0 2 Grant received for program services Revenue in Netherlands 37526 1 7 0 0 1 7 755788 0 755788 0 0 0 0 0 0 Part I, Line 2: Grant expenses are accumulated using the job cost modual in Sage 100 ERP. Grant activities are conducted based upon the grant contract and monitored by project managers. Part III Accounting Method: X X X X 0 0 0 0 0 0 0 1 0 John Boesel President & CEO 278987 0 116649 0 0 0 22287 0 35305 0 453228 0 0 0 Jasna Tomic Vice President 199047 0 79361 0 0 0 15892 0 23573 0 317873 0 0 0 Piero Stillitano Chief Financial Officer 213115 0 52821 0 0 0 17038 0 29344 0 312318 0 0 0 David Chow Chief Operations Officer 199528 0 31636 0 0 0 15942 0 29323 0 276429 0 0 0 Maureen Marshall Director, Midwest Region 178601 0 23001 0 0 0 14277 0 41912 0 257791 0 0 0 Benjamin Mandel Director, North East Region 176291 0 21067 0 0 0 14099 0 19424 0 230881 0 0 0 Tom Brotherton Director, Market Acceleration 156908 0 12986 0 0 0 12521 0 44099 0 226514 0 0 0 Jared Schnader Director, Bus Programs 157251 0 20398 0 0 0 12575 0 33423 0 223647 0 0 0 Deidre Strohm Development Director 151172 0 10716 0 0 0 12073 0 25160 0 199121 0 0 0 Jessica Olson Vice President, Policy 124985 0 41506 0 0 0 9479 0 2313 0 178283 0 0 0 Part I, Line 7 CALSTART provides a non-fixed, performance-based discretionary bonus to employees. Chris Stoddart of New Flyer of Amer Board member 297000 Chris Stoddart is president of New Flyer of America, which is a program beneficiary of California Air Resources Board Hybrid and Zero-Emission Truck and Bus Voucher Incentive Project. 0 Form 990, Part VI, Section B, line 11b Describe the process the organization uses to review Form 990. CALSTART, Inc.'s outside tax preparers and finance staff prepare the Form 990 which is then reviewed and approved by the CALSTART Chief Financial Officer. The form is then sent to the the full board before mailing. Form 990, Part VI, Section B, line 12c Describe the process the organization uses to monitor and enforce compliance with the conflict of interest policy. CALSTART, Inc. requires all employees to disclose, at least annually, all sources of income from compensation or from ownership of every outside competing enterprise providing goods or services to CALSTART, Inc. in the last twelve months. In addition, each new board member receives a binder that includes the conflict of interest policy. Form 990, Part VI, Section B, line 15 Describe the process for determining compensation of the organization's officers or key employees. The board reviewed CALSTART Inc.'s CEO and CFO compensation and data of comparable compensation for similarly qualified nonprofit executives. Form 990, Part VI, Section C, line 19 Describe how the organization makes its governing documents, conflict of interest policy, and financial statements available to the public. Some or all of these items may be available as part of a grant application. However, there is no process for making these available to the public.