OPENADR ALLIANCE (EIN 273289370) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2010

Legal Domicile

Principal Officer

MARK MATINEZ

Phone

9258314767

Tax Period

2024-09-01 to 2025-08-31

OPENADR ALLIANCE, founded in 2010, is a small nonprofit in the Community Improvement sector that reported $835K in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion.

Mission

Foster the development, adoption, and compliance of the Open Automated Demand Response standards through collaboration, education, training, testing and certification.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $689,369

Program Service Revenue $134,412

Investment Income $10,799

Other Revenue $0

TOTAL REVENUE $834,580

Expense Breakdown

Grants Paid $0

Salaries & Benefits $237,960

Fundraising Expenses $0

Program Expenses $688,560

Other Expenses $646,786

TOTAL EXPENSES $884,746

Year-over-Year Comparison

	2024	2023	Change
Revenue	$834,580	$759,254	+0.1%
Expenses	$884,746	$915,995	0.0%
Net Income	$-50,166	$-156,741	-0.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$237,960

Total Directors

$237,960

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROLF BIENERT	MANAGING AND TECHNICAL DIRECTOR	30.00	Officer Director	$237,960	$0	$237,960
MARK MATINEZ	CHAIRMAN OF THE BOARD	1.00	Officer Director	$0	$0	$0
MARY A PIETTE	DIRECTOR	1.00	Director	$0	$0	$0
ALBERT CHIU	TREASURER	1.00	Officer Director	$0	$0	$0
GEOFF WICKES	DIRECTOR	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$834,580	$884,746	$1,086,965	$-50,166
2024	$759,254	$915,995	$1,134,131	$-156,741
2023	$740,305	$798,276	$1,293,422	$-57,971
2022	$607,868	$564,666	$1,351,393	$43,202
2021	$683,068	$500,204	$1,308,691	$182,864
2020	$663,453	$499,053	$1,126,827	$164,400
2019	$629,794	$558,298	$961,427	$71,496
2018	$698,086	$520,832	$894,921	$177,254

OPENADR ALLIANCE