Gridworks Organization FY2023 filing

Tax-deductible

Berkeley, CA501(c)(3)EnvironmentEIN 27-4910811Revenue $2.6M in FY2023

On file with the IRSgridworks.orgPo Box 5013, 94705-0013 · Berkeley, CATax-exempt since Feb 2014Publicly supported charity — 170(b)(1)(A)(vi)

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To convene, educate and empower stakeholders working to decarbonize the economy.

501(c)(3) charity; gifts are tax-deductible.
58¢ of each $1 spent went to programs.
$259K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

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FY2023 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 5
filings with a surplus
Average surplus $207K a year · 14% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
58%
of spending
Worth a look: 58% of spending went to programs; under 65%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$259K
to officers and key staff · 16% of spending
Fine: pay to officers and key staff is 16% of spending; 15% to 20%.
Pt VII · Sec A
Cash reserves
8 mo
of spending, in cash
Looks good: 8.3 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $700K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$198K
15% of total assets
Looks good: liabilities are 15% of assets; 50% or less.
Pt X · Ln 26
Independent board members
5
of 6 voting members
Looks good: 5 of 6 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$2.6M
+266% vs prior year
Spent
$1.6M
To programs
58%
Net assets
$1.1M
By yearFY2020–FY2024
Revenue
$2.6M
FY2023▲ +266%
Tap a bar for its year
Revenue by fiscal year
FY2020$1.1M
FY2021$756K
FY2022$704K
FY2023$2.6M
FY2024$2.6M
Expenses
$1.6M
FY2023▲ +81%
Tap a bar for its year
Expenses by fiscal year
FY2020$1.0M
FY2021$719K
FY2022$900K
FY2023$1.6M
FY2024$2.3M
Net assets
$1.1M
FY2023▲ +528%
Tap a bar for its year
Net assets by fiscal year
FY2020$336K
FY2021$372K
FY2022$175K
FY2023$1.1M
FY2024$1.4M

From the FY2023 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Feb 2014.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

58 cents of each dollar spent went to programs.

Program services 58% · $941K Management & general 39% · $632K Fundraising 3% · $55K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

6 people listed on the 990; $259K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Dir.
$259,470Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Vice Chair
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A

Matthew Tisdale’s $260K as Executive Dir. is at the 94th percentile of top reported officer pay among 1851 $1–10M environment nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 7 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Matthew Tisdale$259,520$259,470$232,037$206,139$204,992
Catherine Boies$157,500————
Katherine Griffith$156,549————
Neha Bazaj$152,464————
Katie Wu————$108,330
Sarina Soor$104,000————
Margrete Dunham-Jordahl$100,558————

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Convenes, educates, and empowers people to decarbonize the economy.

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Provided by the organization

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1 program · $941K · in their own filed words · FY2023
01

Gridworks convenes, empowers and educates stakeholders working to decarbonize the economy. Services include organizing and facilitating stakeholder workshops and meetings to address challenges to reducing carbon emissions, as well providing objective advice to policy leaders.

$941Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
MultiplierFY2024$350K
Total grants receivedfrom 2 funders$700K

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$2.6M
Ln 12
Fees for servicesLn 2g$1.5M
Gifts and grantsLn 1h$1.1M
Investment incomeLn 3$3K
Money outPt IX
$1.6M
Ln 25
Programscol B$941K
Managementcol C$632K
Fundraisingcol D$55K
Owns and owesPt X
$1.1M
net assets · Ln 32
Cash and savingsLn 1–2$1.1M
Total assetsLn 16$1.3M
LiabilitiesLn 26$198K
PeoplePt VI, VII
6
listed · VII A
PaidVII A1
Voting boardVI 1a6
IndependentVI 1b5
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.1M
Fees for servicesLn 2g$1.5M
Investment incomeLn 3$3K
Other incomeLn 4–11$504
Gains on assetsLn 7$0
Total revenueLn 12$2.6M
Assets in detailPt X, end of year
CashLn 1$977K
SavingsLn 2$153K
Cash and savings togetherLn 1–2$1.1M
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$698
Other assetsLn 15$0
Total assetsLn 16$1.3M
LiabilitiesLn 26$198K
Net assetsLn 32$1.1M
OperationsPt I, VI
EmployeesI 55
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$141K$1.1M
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$2K$698
Total assetsLn 16$259K$1.3M
LiabilitiesLn 26$84K$198K
Net assetsLn 32$175K$1.1M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$259K$151K$81K$28K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$580K$360K$198K$21K
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$38K$38K
Payroll taxesLn 10$62K$62K
Management feesLn 11a$0
Legal feesLn 11b$0
Accounting feesLn 11c$32K$32K
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$519K$412K$102K$5K
Advertising and promotionLn 12$17K$100$17K$235
Office expensesLn 13$3K$503$3K
Information technologyLn 14$0
RoyaltiesLn 15$0
OccupancyLn 16$6K$6K
TravelLn 17$37K$15K$21K
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$30K$587$30K
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$441$441
InsuranceLn 23$625$625
Other expenses (24a–d)Ln 24$31K$30K$773
All other expensesLn 24e$12K$1K$11K
Total functional expensesLn 25$1.6M$941K$632K$55K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $2.6M$2.3M$217K$1.4M 990 PDF
FY2023 Viewing $2.6M$1.6M$950K$1.1M 990 PDF
FY2022 $704K$900K−$197K$175K 990 PDF
FY2021 $756K$719K$37K$372K 990 PDF
FY2020 $1.1M$1.0M$26K$336K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2023 990 (6 parts)
Part I · Summary $2,578,380 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $350,000$1,092,054
I-9 Program service revenuePrior year $350,299$1,482,945
I-10 Investment income$2,877
I-11 Other revenuePrior year $3,287$504
I-12 Total revenuePrior year $703,586$2,578,380
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $577,836$939,042
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $322,648$688,925
I-18 Total expensesPrior year $900,484$1,627,967
I-19 Revenue less expensesPrior year −$196,898$950,413
Part VI · Governance 5 of 6 board members independent, 3 to look at
VI-1a Voting members of the governing body6
VI-1b Independent voting members5
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $2,578,380 across 10 lines filed
VIII-1f All other contributions, gifts and grants$1,092,054
VIII-1h Total contributions, gifts and grants$1,092,054
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,482,945$1,482,945
VIII-3 Investment incomeExcluded from tax $2,877$2,877
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assets$0
VIII-8 Net income from fundraising events$0
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $504$504
VIII-12 Total revenueRelated to mission $1,482,945 · Excluded from tax $3,381$2,578,380
Part IX · Statement of functional expenses $1,627,967 across 31 lines filed
IX-1 Grants to domestic organizations$0
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staffPrograms $151,011 · Management $80,750 · Fundraising $27,709$259,470
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $360,460 · Management $198,408 · Fundraising $20,824$579,692
IX-8 Pension plan contributions$0
IX-9 Other employee benefitsManagement $37,539$37,539
IX-10 Payroll taxesManagement $62,341$62,341
IX-11a Management fees$0
IX-11b Legal fees$0
IX-11c Accounting feesManagement $32,424$32,424
IX-11d Lobbying fees$0
IX-11e Professional fundraising fees$0
IX-11f Investment management fees$0
IX-11g Other fees for servicesPrograms $411,877 · Management $101,542 · Fundraising $5,448$518,867
IX-12 Advertising and promotionPrograms $100 · Management $16,959 · Fundraising $235$17,294
IX-13 Office expensesPrograms $503 · Management $2,569$3,072
IX-14 Information technology$0
IX-15 Royalties$0
IX-16 OccupancyManagement $6,051$6,051
IX-17 TravelPrograms $15,249 · Management $21,321$36,570
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetingsPrograms $587 · Management $29,827$30,414
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortizationManagement $441$441
IX-23 InsuranceManagement $625$625
IX-24 Other expenses (24a–d)Management $30,282 · Fundraising $773$31,055
IX-24e All other expensesPrograms $1,325 · Management $10,787$12,112
IX-25 Total functional expensesPrograms $941,112 · Management $631,866 · Fundraising $54,989$1,627,967
Part X · Balance sheet $1,295,373 assets, 19 lines filed
X-1 Cash, non-interest-bearingStart of year $140,609$976,911
X-2 Savings and temporary cash investments$152,857
X-3 Pledges and grants receivable$0
X-4 Accounts receivableStart of year $116,151$164,907
X-8 Inventories for sale or use$0
X-9 Prepaid expenses and deferred charges$0
X-10c Land, buildings and equipment, netStart of year $1,814$698
X-11 Publicly traded securities$0
X-12 Other securities$0
X-13 Program-related investments$0
X-14 Intangible assets$0
X-15 Other assets$0
X-16 Total assetsStart of year $258,574$1,295,373
X-17 Accounts payable and accrued expensesStart of year $6,044$874
X-25 Other liabilitiesStart of year $77,800$197,066
X-26 Total liabilitiesStart of year $83,844$197,940
X-27 Net assets without donor restrictionsStart of year $92,230$1,097,433
X-32 Total net assets or fund balancesStart of year $174,730$1,097,433
X-33 Total liabilities and net assetsStart of year $258,574$1,295,373
Part XI · Reconciliation of net assets $1,097,433 net assets at year end
XI-1 Total revenue$2,578,380
XI-2 Total expenses$1,627,967
XI-3 Revenue less expenses$950,413
XI-4 Net assets at start of year$174,730
XI-8 Prior period adjustments−$676
XI-9 Other changes in net assets−$27,034
XI-10 Net assets at end of year$1,097,433

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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