OPENADR ALLIANCE

EIN: 273289370 Community Improvement

San Ramon, CA

Total Revenue
$834,580
Total Expenses
$884,746
Total Assets
$1,086,965
Net Assets
$1,083,965
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2010
Legal Domicile
CA
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.

Program Service Accomplishments

Program 1
Expenses: $688,560

In 2024, The OpenADR Alliance continued to experience strong growth in worldwide membership, driven by advancements in energy management systems and increasing adoption of the distributed energy...

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In 2024, The OpenADR Alliance continued to experience strong growth in worldwide membership, driven by advancements in energy management systems and increasing adoption of the distributed energy resources (DER). Through education, training, collaboration, testing and certification, the OpenADR supports the development, adoption and compliance of OpenADR as the foundation for interoperable information exchange to facilitate automated demand response. The OpenADR Develops and maintains a conformance, certification, and testing process/program in coordination with standard development organizations (SDOs), utility user groups, and other Smart Grid initiatives. It collaborates with international alliances and partner organizations to provide resources to developers to support the development, testing, and demonstration of OpenADR certified products. In 2024, OpenADR Alliance is expected to reach nearly 300 members, reflecting continued significant growth.

Program 2

Collaborate with SDOs and user groups for the continued enhancements of the OpenADR profile specification. Collaborate with the U.S. Department of Energy (DOE), Federal Energy Regulatory Commission...

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Collaborate with SDOs and user groups for the continued enhancements of the OpenADR profile specification. Collaborate with the U.S. Department of Energy (DOE), Federal Energy Regulatory Commission (FERC), National Association of Regulatory Utility Commissioners (NARUC), and other government agencies to expand the adoption of OpenADR.The International Electrotechnical Commission (IEC) has approved the OpenADR 2.0b Profile Specification as a full IEC standard, to be known as IEC 62746-10-1 ED1.In 2020, a new project, openLEADR, was launched. This project creates an open source implementation of OpenADR.In 2021, OpenADR2.0 standard were accepted by BSI.In 2022, OpenADR attacts members from the automotive and associated sectors.In 2024, LonMark International serve as a hub for alternate suppliers of tools and components supporting LonWorks technology.

Program 3

Facilitate OpenADR programs among utilities and system operators through case studies, specifications and industry best practices. Conduct and provide education and training sessions to help...

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Facilitate OpenADR programs among utilities and system operators through case studies, specifications and industry best practices. Conduct and provide education and training sessions to help facilitate the development and adoption of OpenADR products and programs.

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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%)

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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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Governance

Voting Members
5
Independent Members
5
Employees
N/A
Volunteers
6

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
3
$237,960
Total Directors
5
$237,960
Key Employees
0
$0
Highest Compensated
0
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
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