2025-10-28T15:48:12-05:00 2024-12-31 991856619 GRANT THORNTON ADVISORS LLC 53 STATE STREET SUITE 1600 BOSTON MA 02109 990 2024-01-01 814042787 GRID ALTERNATIVES AFFILIATES & SUBSIDIARIES GRID 5107311310 1171 OCEAN AVENUE 200 OAKLAND CA 94608 TIMOTHY SEARS CHIEF OPERATING OFFICER 5107311310 2025-10-28 1 0 ERIN COUTURE P01390592 6177237900 2024 2025-03-06 01:10:19Z ERICA MACKIE 1171 OCEAN AVENUE 200 OAKLAND CA 94608 46018936 1 1 5993 X WWW.GRIDALTERNATIVES.ORG X 2013 CA GRID ALTERNATIVES ENVISIONS A RAPID, EQUITABLE TRANSITION TO A WORLD POWERED BY (SEE SCHEDULE O)RENEWABLE ENERGY THAT BENEFITS EVERYONE. OUR MISSION IS TO BUILD COMMUNITY-POWERED SOLUTIONS TO ADVANCE ECONOMIC AND ENVIRONMENTAL JUSTICE THROUGH RENEWABLE ENERGY. 47 46 371 212 0 0 16929769 14370297 26860685 31508444 9618 2847 198 102282 43800270 45983870 0 0 0 0 20620120 24321195 0 0 1629042 24290295 28594134 44910415 52915329 -1110145 -6931459 40697783 38109389 31729341 36072406 8968442 2036983 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 45261849 0 31508444 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. (SEE SCHEDULE O)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. 45261849 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 450 0 1 371 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 47 46 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X JACOB TOFA 5107311310 1171 OCEAN AVENUE 200 OAKLAND CA 94608 ERICA MACKIE PRESIDENT - GRID SAN DIEGO 1.00 32.00 X X 0 202881 2485 KARINNA GONZALEZ TREASURER 1.00 0.00 X X 0 0 0 NORMA MEDINA MEMBER 1.00 0.00 X 0 0 0 ROXANA MEJIA MEMBER 1.00 0.00 X 0 0 0 JASON KEYES MEMBER 1.00 0.00 X 0 0 0 RAHIMA BUTLER BOARD CHAIR - GRID GLA 1.00 0.00 X X 0 0 0 ANTHONY HERNANDEZ THRU 1224 VICE CHAIR/TREASURER - GRID GLA 1.00 0.00 X X 0 0 0 DANIEL TENENBAUM SECRETARY - GRID GLA 1.00 0.00 X X 0 0 0 JACK OLREE BOARD MEMBER - GRID GLA 1.00 0.00 X 0 0 0 JOHN MIMMS BOARD MEMBER - GRID GLA 1.00 0.00 X 0 0 0 SALVADOR NUNEZ BOARD MEMBER - GRID GLA (THRU 5/24) 1.00 0.00 X 0 0 0 ALEX MORRIS BOARD MEMBER - GRID N. VALLEY 1.00 0.00 X 0 0 0 DERRICK ROSS THRU 0924 SECRETARY - GRID N. VALLEY 1.00 0.00 X X 0 0 0 ERIC POFF TREASURER - GRID N. VALLEY 1.00 0.00 X X 0 0 0 JACK HAWLEY BOARD MEMBER - GRID N. VALLEY 1.00 0.00 X 0 0 0 KACEY LIZON THRU 1224 PRESIDENT - GRID N. VALLEY 1.00 0.00 X X 0 0 0 PAT BARRETT BOARD MEMBER - GRID N. VALLEY 1.00 0.00 X 0 0 0 WILLIE JOE MARQUEZ BOARD MEMBER - GRID N. VALLEY 1.00 0.00 X 0 0 0 GEORGE PUDDEPHATT PRESIDENT - GRID INLAND EMPIRE 1.00 0.00 X X 0 0 0 MICHELLE PIERCE SECRETARY - GRID INLAND EMPIRE 1.00 0.00 X X 0 0 0 BLAINE BOYER TREASURER - GRID INLAND EMPIRE 1.00 0.00 X X 0 0 0 ALEX SAUCEDO BOARD MEMBER - GRID INLAND EMPIRE 1.00 0.00 X 0 0 0 VIKITA POINDEXTER BOARD MEMBER - GRID INLAND EMPIRE 1.00 0.00 X 0 0 0 TRACY WOODBURN BOARD MEMBER - GRID INLAND EMPIRE 1.00 0.00 X 0 0 0 KARI HOVARTH BOARD MEMBER - GRID INLAND EMPIRE 1.00 0.00 X 0 0 0 JOSEPH KARP THRU 0824 PRESIDENT - GRID BAY AREA 1.00 0.00 X X 0 0 0 TINA MURRAY THRU 0824 TREASURER - GRID BAY AREA 1.00 0.00 X X 0 0 0 REID TUCKER THRU 0824 SECRETARY - GRID BAY AREA 1.00 0.00 X X 0 0 0 DR NIKKY AVILA THRU 0924 BOARD MEMBER - GRID BAY AREA 1.00 0.00 X 0 0 0 DAI OWEN BEG 0824 PRESIDENT - GRID BAY AREA 1.00 0.00 X X 0 0 0 PETER TON BEG 0824 TREASURER - GRID BAY AREA 1.00 0.00 X X 0 0 0 BREANA GEORGE BEG 0824 SECRETARY - GRID BAY AREA 1.00 0.00 X X 0 0 0 DOTUN ODEWALE BEG 0824 BOARD MEMBER - GRID BAY AREA 1.00 0.00 X 0 0 0 LISA COTTLE BEG 0824 BOARD MEMBER - GRID BAY AREA 1.00 0.00 X 0 0 0 MICHELLE VIGEN RALSTONBEG 924 BOARD MEMBER - GRID BAY AREA 1.00 0.00 X 0 0 0 ERIC J HEINTZ TREASURER - GRID MID ATLANTIC 1.00 0.00 X X 0 0 0 BAMBI TRAN SECRETARY - GRID MID ATL & SD 2.00 0.00 X X 0 0 0 LIDIDJA SEKARIC THRU 0224 BOARD MEMBER - GRID BAY AREA 1.00 0.00 X 0 0 0 SARAH KEANE THRU 0824 PRESIDENT - GRID CO 1.00 0.00 X X 0 0 0 KATHLEEN PRITCHARD PRESIDENT - GRID CO 1.00 0.00 X X 0 0 0 RYAN DULANEY THRU 1024 SECRETARY - GRID CO 1.00 0.00 X X 0 0 0 BRIAN VICKERS THRU 0824 TREASURER - GRID CO 1.00 0.00 X X 0 0 0 ANNA MOON TREASURER - GRID CO 1.00 0.00 X X 0 0 0 BRANDON WELLCOME BOARD MEMBER - GRID CO 1.00 0.00 X 0 0 0 PAUL GONZALES BOARD MEMBER - GRID CO 1.00 0.00 X 0 0 0 ROBERT ANCHRUM BOARD MEMBER - GRID CO 1.00 0.00 X 0 0 0 JEFF KODISH BOARD MEMBER - GRID CO 1.00 0.00 X 0 0 0 KARI BURMAN BOARD MEMBER - GRID CO 1.00 0.00 X 0 0 0 IFFY JENNINGS THRU 0624 BOARD MEMBER - GRID CO 1.00 0.00 X 0 0 0 AJITH WEERASINGHE INTERM PRESIDENT - GRID C. VALLEY 1.00 0.00 X X 0 0 0 RODNEY ROQUE TREASURER - GRID C. VALLEY 1.00 0.00 X X 0 0 0 JANINE MEDINA SECRETARY - GRID C. VALLEY 1.00 0.00 X X 0 0 0 LEROY COFFMAN BOARD MEMBER - GRID C. VALLEY 1.00 0.00 X 0 0 0 JEREMIAH JANCIK BOARD MEMBER - GRID C. VALLEY 1.00 0.00 X 0 0 0 CHRISTOPHER FIELDS BOARD MEMBER - GRID C. VALLEY 1.00 0.00 X 0 0 0 LISA MORALES BOARD MEMBER - GRID C. VALLEY 1.00 0.00 X 0 0 0 TIMOTHY CONBOY BOARD MEMBER - GRID C. VALLEY 1.00 0.00 X 0 0 0 JOSHUA HANG BOARD MEMBER - GRID C. VALLEY 1.00 0.00 X 0 0 0 JOEL BLAINE PRESIDENT - GRID HLDG 1.00 0.00 X X 0 0 0 TIMOTHY SEARS CHIEF OPERATING OFFICER 1.00 40.00 X 0 247045 14509 JAIME ALONSO EXECUTIVE DIR - GRID INLAND EMPIRE 40.00 0.00 X 167414 0 12156 ARTHUR BART-WILLIAMS EXECUTIVE DIR - GRID BAY AREA 40.00 0.00 X 155467 0 12152 PAUL CLEARY EXECUTIVE DIR - GRID SAN DIEGO 40.00 0.00 X 128159 0 10578 ASHLEY CHRISTY EXECUTIVE DIRECTOR - GRID GLA 40.00 0.00 X 149027 0 4608 PABLO DEL'AGUILA CONSTRUCTION DIR - GRID N. VALLEY 40.00 0.00 X 137139 0 8777 DAVID GRIFFIN CO-EXECUTIVE DIR - GRID C. VALLEY 40.00 0.00 X 89547 0 13535 KARINA GONZALEZ CO-EXECUTIVE DIR - GRID C. VALLEY 40.00 0.00 X 90046 0 12632 ELIJAH PERRY THRU 0524 EXECUTIVE DIR - GRID MID ATLANTIC 40.00 0.00 X 69570 0 2757 MARGARET KRAL EXECUTIVE DIRECTOR - GRID CO 40.00 0.00 X 128251 0 6413 HECTOR PENA CHIEF FINANCIAL OFFICER (THRU 11/24) 1.00 40.00 X 0 169307 8511 NIMALKA ACHINI BANDARA CO-EXECUTIVE DIRECTOR 40.00 0.00 X 132007 0 6820 JONATAN ESCALANTE MARROQUIN DIR OF CONST AND OP. - GRID GLA 40.00 0.00 X 129943 0 13337 ALEX TUREK DEPUTY DIRECTOR - GRID GLA 40.00 0.00 X 131774 0 6971 TERESA PEREZ DIR OF GRANTS ADMIN - GRID GLA 40.00 0.00 X 118084 0 7677 SALVADOR MIRANDA SR. SOLAR INSTALLATION SUPERVISOR 40.00 0.00 X 114271 0 8964 LONNIE MERSCHAM CONSTRUCTION MANAGER 40.00 0.00 X 127518 0 6615 1868217 619233 159497 19 0 1 0 HERCULES ROOFING 7755 CENTER AVE HUNTINGTON BEACH CA 92647 ROOFING CONTRACTOR 437715 POSITIVE ELECTRIC LLC 5212 HOLSTEIN WAY RIVERSIDE CA 92509 ELECTRICAL CONTRACTOR 316439 EDUARDO & SONS ELECTRIC SERVICES 1418 S WOODS AVE LOS ANGELES CA 90022 ELECTRICAL CONTRACTOR 182355 RHINOS ROOFING COMPANY 1263 TUOLUMNE ST VALLEJO CA 94590 ROOFING CONTRACTOR 181329 CAPITAL CITY SOLAR 111 DEREK PLACE ROSEVILLE CA 95678 SOLAR INSTALLER 157682 11 86553 10668697 3615047 201702 14370297 FEE FOR SERVICE 900099 11790601 11790601 HQ SHARED INCOME 900099 9877730 9877730 SASH/DAC SASH CONTRACT 900099 9190317 9190317 OTHER REBATES/INCENTIV 900099 413314 413314 AFFILIATE EQUIPMENT FE 900099 236482 236482 31508444 737 737 2110 0 2110 2110 2110 106073 86553 35066 71007 71007 INSURANCE CLAIM 524298 26737 26737 MISC REVENUE 900099 4538 4538 31275 45983870 31508444 0 105129 1331456 1331456 17642701 16038288 983754 620659 115209 100075 11837 3297 3614678 3351674 171972 91032 1617151 1388166 178367 50618 1971 1971 574309 482 573827 4929932 3225103 961659 743170 368779 195993 157232 15554 653810 464658 179402 9750 445530 8047 437483 2410712 2016463 342629 51620 1048963 686657 354770 7536 114649 84847 28122 1680 20217 20217 211684 208300 3384 231252 24588 206347 317 PROJECT EXPENSES 15847505 15824480 22812 213 IN-KIND MATERIALS 1429190 1427678 1512 BAD DEBT & MISC 202584 142109 29555 30920 BUSINESS LICENSES & PER 90008 65782 23875 351 13039 6488 4226 2325 52915329 45261849 6024438 1629042 2306568 1200935 960390 683668 6372377 8804495 160513 345722 2319490 1225723 1207353 1093767 29690582 25980802 40697783 38109389 2574624 4178198 516977 252150 924315 885943 27713425 30756115 31729341 36072406 X 6970977 48053 1997465 1988930 8968442 2036983 40697783 38109389 -6931459 0 X 0 1 X 1 1 1 X 15238921 10781467 10761202 16929769 14370297 68081656 15238921 10781467 10761202 16929769 14370297 68081656 263493 67818163 115 13814 8580 904 737 24150 11354 198 139458 151010 68256816 136327387 0.99360 0.99950 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FUNDRAISING INCOME - 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 11,354. 2022 AMOUNT: $ 0. 2023 AMOUNT: $ 198. 2024 AMOUNT: $ 106,073. MISC REVENUE - 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 0. 2022 AMOUNT: $ 0. 2023 AMOUNT: $ 0. 2024 AMOUNT: $ 33,385. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2319490 1225723 1093767 1093767 INTERCOMPANY RECEIVABLE 19077923 DEPOSITS AND LT ASSETS 5123636 INVENTORY ON HAND 1661658 CONSTRUCTION IN PROGRESS 117585 25980802 INTERCOMPANY PAYABLES 24708886 OPERATING LEASE LIABILITY 3309289 LEASE LIABILITY 1720694 WARRANTY LIABILITY 981224 ASSET RETIREMENT OBLIGATIONS 36022 30756115 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("IRC") 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, 2024, 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. WE BUILD 131362 28322 103040 3000 5173 4123 SOLARTHON 50000 50000 1709 11309 1 11264 8231 3033 7945 836 500 471 192626 86553 106073 10945 7718 500 15903 35066 71007 X 0 0 0 0 0 0 0 0 0 TIMOTHY SEARS CHIEF OPERATING OFFICER 0 247045 0 0 0 0 0 2357 0 12152 0 261554 0 0 ERICA MACKIE PRESIDENT - GRID SAN DIEGO 0 202881 0 0 0 0 0 1885 0 600 0 205366 0 0 JAIME ALONSO EXECUTIVE DIR - GRID INLAND EMPIRE 167414 0 0 0 0 0 1402 0 10754 0 179570 0 0 0 HECTOR PENA CHIEF FINANCIAL OFFICER (THRU 11/24) 0 169307 0 0 0 0 0 0 0 8511 0 177818 0 0 ARTHUR BART-WILLIAMS EXECUTIVE DIR - GRID BAY AREA 155467 0 0 0 0 0 0 0 12152 0 167619 0 0 0 ASHLEY CHRISTY EXECUTIVE DIRECTOR - GRID GLA 149027 0 0 0 0 0 382 0 4226 0 153635 0 0 0 X CONST. MATERIALS 1 201702 FMV 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 TAX ADVISOR. 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 TAX ADVISOR 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 THE ORGANIZATION ACTIVELY MONITORS, MANAGES, AND MITIGATES SITUATIONS THAT COULD COMPROMISE OR APPEAR TO COMPROMISE ITS REPUTATION OR INTEGRITY. ALL EMPLOYEES AND BOARD MEMBERS ARE REQUIRED TO COMPLETE CONFLICT OF INTEREST FORMS UPON HIRE/SERVICE AND ANNUALLY THEREAFTER. THESE FORMS ARE THOROUGHLY REVIEWED, AND APPROPRIATE ACTIONS ARE TAKEN TO ADDRESS ANY SIGNIFICANT CONFLICTS IDENTIFIED 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