2023-12-12T17:55:44-06:00 2023-03-31 263789391 WMB2 LLP 101 LARKSPUR LANDING CIR STE 200 LARKSPUR CA 949391750 990 2022-04-01 941498232 SPUR - SAN FRANCISCO BAY AREA PLANNING AND URBAN RESEARCH ASSOCIATION SPUR 4157818726 654 MISSION STREET SAN FRANCISCO CA 94105 ALICIA JOHN-BAPTISTE PRESIDENT AND CEO 4156444888 2023-12-12 1 ALICIA JOHN-BAPTISTE 999009999 0 DAVID D BAILEY P01211131 4159251120 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ALICIA JOHN-BAPTISTE 654 MISSION STREET SAN FRANCISCO CA 94105 6674075 0 X WWW.SPUR.ORG X 1910 CA SPUR PROMOTES GOOD PLANNING AND GOOD GOVERNMENT IN THE SAN FRANCISCO BAY AREA THROUGH RESEARCH, EDUCATION AND ADVOCACY. 115 115 0 12 198514 0 7057522 5083820 647946 843734 97801 95882 54021 198514 7857290 6221950 0 0 0 0 4758624 5269625 0 0 1097645 2633919 3167874 7392543 8437499 464747 -2215549 19187040 16506807 2852174 2824670 16334866 13682137 SPUR SUPPORTS GOOD PLANNING AND GOOD GOVERNMENT IN THE SAN FRANCISCO BAY AREA THROUGH RESEARCH, EDUCATION AND ADVOCACY. 0 0 6457918 939616 POLICY: SPUR PROVIDES OBJECTIVE ANALYSIS OF THE FOLLOWING SEVEN POLICY AREAS:1)COMMUNITY PLANNING - BUILDING GREAT NEIGHBORHOODS 2)ECONOMIC DEVELOPMENT - LAY THE FOUNDATIONS OF ECONOMIC PROSPERITY - FOR EVERYONE3)GOOD GOVERNMENT - SUPPORT LOCAL GOVERNMENT4)HOUSING - MAKE IT AFFORDABLE TO LIVE HERE5)FOOD & AGRICULTURE - CREATE HEALTHY, JUST AND SUSTAINABLE FOOD SYSTEMS, AND PUT AN END TO FOOD INSECURITY6)SUSTAINABILITY + RESILIENCE - REDUCE OUR ECOLOGICAL FOOTPRINT AND MAKE OUR CITIES RESILIENT7)TRANSPORTATION - GIVE PEOPLE BETTER WAYS TO WHERE THEY NEED TO GO 6457918 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 115 115 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X X ALICIA JOHN-BAPTISTE 4157818726 654 MISSION STREET SAN FRANCISCO CA 941054015 TOMIQUIA MOSS BOARD CHAIR 40.00 X X 0 0 0 PETER BACK DIRECTOR 0.00 X 0 0 0 DAVID BAKER DIRECTOR 0.00 X 0 0 0 W ANDERSON BARNES DIRECTOR 0.00 X 0 0 0 CHRISTOPHER BROWN DIRECTOR 0.00 X 0 0 0 KIM-MAI CUTLER DIRECTOR 0.00 X 0 0 0 SHERYL DAVIS DIRECTOR 0.00 X 0 0 0 TAMSEN DREW DIRECTOR 0.00 X 0 0 0 STEPHEN ENGBLOM DIRECTOR 0.00 X 0 0 0 DONALD FALK EXECUTIVE BOARD 0.00 X 0 0 0 TYRA FENNELL DIRECTOR 0.00 X 0 0 0 DIANE FILIPPI DIRECTOR 0.00 X 0 0 0 JEAN FRASER SECRETARY 0.00 X 0 0 0 ROBERT GAMBLE TREASURER 0.00 X 0 0 0 ARIANE HOGAN SAN FRANCISCO CHAIR 0.00 X 0 0 0 HAO KO SAN FRANCISCO VICE CHAIR 0.00 X 0 0 0 AARON JOHNSON DIRECTOR 0.00 X 0 0 0 GEORGE MILLER DIRECTOR 0.00 X 0 0 0 SHANNON PELOQUIN DIRECTOR 0.00 X 0 0 0 REBECCA PROZAN DIRECTOR 0.00 X 0 0 0 JOE SPEICHER DIRECTOR 0.00 X 0 0 0 JACK SYLVAN DIRECTOR 0.00 X 0 0 0 ERIC TAO DIRECTOR 0.00 X 0 0 0 JOAQUIN TORRES EXECUTIVE BOARD 0.00 X 0 0 0 CYNTHIA WONG DIRECTOR 0.00 X 0 0 0 PAUL WOOLFORD DIRECTOR 0.00 X 0 0 0 LINDSAY BAKER DIRECTOR 0.00 X 0 0 0 DAHLIA CHAZAN OAKLAND CHAIR 0.00 X 0 0 0 ANAGHA DANDEKAR CLIFFOR DIRECTOR 0.00 X 0 0 0 LYNETTE DIAS DIRECTOR 0.00 X 0 0 0 BRYANT FRANCIS DIRECTOR 0.00 X 0 0 0 WAYNE JORDAN DIRECTOR 0.00 X 0 0 0 LEWIS KNIGHT DIRECTOR 0.00 X 0 0 0 KEN LOWNEY DIRECTOR 0.00 X 0 0 0 MANAN SHAH EXECUTIVE BOARD 0.00 X 0 0 0 RIAZ TAPLIN DIRECTOR 0.00 X 0 0 0 ELNORA WEBB DIRECTOR 0.00 X 0 0 0 ROBERT WILKINS OAKLAND VICE CHAIR 0.00 X 0 0 0 JAYE BAILEY EXECUTIVE BOARD 0.00 X X 0 0 0 JILL BOURNE DIRECTOR 0.00 X 0 0 0 SCOTT EKMAN DIRECTOR 0.00 X 0 0 0 JOSUE GARCIA DIRECTOR 0.00 X 0 0 0 CANDICE GONZALEZ SAN JOSE CHAIR 0.00 X 0 0 0 DAVID NIEH DIRECTOR 0.00 X 0 0 0 CHRIS NEALE DIRECTOR 0.00 X 0 0 0 JONATHAN NOBLE DIRECTOR 0.00 X 0 0 0 DANIEL CEDENO SAN JOSE VICE CHAIR 0.00 X 0 0 0 SHELLEY DORAN DIRECTOR 0.00 X 0 0 0 CAMILLE LLANES-FONTANILLA DIRECTOR 0.00 X 0 0 0 KRISTINA RASPE EXECUTIVE BOARD 0.00 X 0 0 0 KATE WHITE DIRECTOR 0.00 X 0 0 0 RICHARD RAYNA DIRECTOR 0.00 X 0 0 0 GARY DILLABOUGH DIRECTOR 0.00 X 0 0 0 PIA GHEEN FINANCE DIRECTOR 40.00 X 0 0 0 AHMED ALI BOB DIRECTOR 0.00 X 0 0 0 DAVID FRIEDMAN EXECUTIVE BOARD 0.00 X 0 0 0 ELISSE DOUGLAS DIRECTOR 0.00 X 0 0 0 GREGG MILLER DIRECTOR 0.00 X 0 0 0 LEAH TOENISKOETTER DIRECTOR 0.00 X 0 0 0 MARIA CASTILLO DIRECTOR 0.00 X 0 0 0 OZ ERIKSON DIRECTOR 0.00 X 0 0 0 ROSCOE MAPPS DIRECTOR 0.00 X 0 0 0 SARAH DENNIS PHILLIPS DIRECTOR 0.00 X 0 0 0 ANA LUISA ADANA DIRECTOR 0.00 X 0 0 0 ARI TAKATA-VASQUEZ DIRECTOR 0.00 X 0 0 0 BEN TRIPOUSIS DIRECTOR 0.00 X 0 0 0 CAROLYN JOHNSON DIRECTOR 0.00 X 0 0 0 CHEK TANG DIRECTOR 0.00 X 0 0 0 DAWN KAMALANATHAN DIRECTOR 0.00 X 0 0 0 DIANE COWAN DIRECTOR 0.00 X 0 0 0 DORKA KEEHN DIRECTOR 0.00 X 0 0 0 GUILLERMO RODRIGUEZ DIRECTOR 0.00 X 0 0 0 JAY BRADSHAW DIRECTOR 0.00 X 0 0 0 JAY MURPHY DIRECTOR 0.00 X 0 0 0 JOHN DIFFENDERFER DIRECTOR 0.00 X 0 0 0 KARLA RODRIGUEZ LOMAX DIRECTOR 0.00 X 0 0 0 KELLY DEARMAN DIRECTOR 0.00 X 0 0 0 LYDIA TAN DIRECTOR 0.00 X 0 0 0 MOY ENG DIRECTOR 0.00 X 0 0 0 NONI RAMOS DIRECTOR 0.00 X 0 0 0 SAM COBBS DIRECTOR 0.00 X 0 0 0 SHAKIRAH SIMLEY DIRECTOR 0.00 X 0 0 0 MICHAEL LANE STATE POLICY DIRECTOR 40.00 X 0 0 0 ERIN SALAZAR DIRECTOR 0.00 X 0 0 0 JASNEET SHARMA DIRECTOR 0.00 X 0 0 0 JOSHUA SIMON DIRECTOR 0.00 X 0 0 0 ROSALYNN HUGHEY DIRECTOR 0.00 X 0 0 0 SHIN-PEI TSAY DIRECTOR 0.00 X 0 0 0 TEREZIA NEMETH DIRECTOR 0.00 X 0 0 0 ALFRED BUZO DIRECTOR 40.00 X 0 0 0 LAURA FEINSTEIN DIRECTOR 40.00 X 0 0 0 ALICIA JOHN BAPTISTE PRESIDENT AND CEO 40.00 X 413910 0 0 NICHOLAS JOSEFOWITZ CHIEF OF POLICY 40.00 X 186255 0 0 HEATHER OLINTO CHIEF DEVELOPMENT OFFICER 40.00 X 185055 0 0 SARAH KARLINSKY SENIOR ADVISOR 40.00 X 185963 0 0 SUJATA SRIVASTAVA DIRECTOR 40.00 X 182650 0 0 1153833 0 0 16 0 1 0 0 5083820 5083820 FEE FOR SERVICE 900009 533690 533690 MEMBERSHIPS 900009 216000 216000 PROGRAM SERVICE FEES 561499 94044 94044 843734 95882 95882 198514 0 198514 198514 198514 452125 486334 452125 0 6221950 939616 198514 0 X 311609 249367 46756 15486 4239431 3254911 408358 576162 371138 285776 37114 48248 347447 267534 34745 45168 30000 30000 1737763 1406628 143962 187173 55194 42500 5519 7175 90864 49265 18086 23513 86402 66530 8640 11232 177605 122270 27928 27407 74555 56240 7963 10352 70800 54512 7079 9209 58811 45285 5881 7645 319920 246338 31992 41590 39956 31536 4096 4324 PROGRAM SUPPLIES 255990 152161 45143 58686 PRINTING AND REPRODUCTI 62722 45067 7676 9979 MISCELLANEOUS 54768 42171 5477 7120 TELEPHONE 39978 30783 3998 5197 12546 9044 1523 1979 8437499 6457918 881936 1097645 157458 217212 531985 42006 1853952 1569080 74320 49864 15922541 5358421 10884040 10564120 5685285 4064525 19187040 16506807 488674 594770 43500 25900 2320000 2204000 2852174 2824670 X 13080813 11802456 3254053 1879681 16334866 13682137 19187040 16506807 -2215549 -436106 0 X X 0 0 0 X 6099338 6934466 6836654 7295647 5299820 32465925 6099338 6934466 6836654 7295647 5299820 32465925 32465925 567895 556954 173142 151705 294396 1744092 34210017 1458118 0.94900 0.95660 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED PART II-B, LINE 1: ONLINE AND PRINTED VOTER GUIDE AND BALLOT ANALYSIS. 0 1341883 1341883 1341883 1341883 1341883 1341883 1447218 -5335 100000 1341883 1577340 6212 136334 1447218 0 0 3269975 3269975 11501904 4230419 7271485 1150662 1128002 22660 10564120 X 5755864 -436106 -436106 6191970 30000 30000 6221970 8408592 0 8408592 30000 30000 8438592 PART V, LINE 4: -PATRI FELLOWSHIP INVESTMENT INTEREST IS TO BE USED TO FUND A RESEARCH POSITION IN URBAN DESIGN AND PLANNING. -SPUR ENDOWMENT INCOME IS UNRESTRICTED. PART X, LINE 2: THE ORGANIZATION FOLLOWS ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES RELATING TO THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. ADOPTION OF THESE PROVISIONS DID NOT HAVE ANY IMPACT ON THE ORGANIZATION'S LIABILITY FOR UNRECOGNIZED TAX LIABILITIES. MANAGEMENT BELIEVES THAT THE ORGANIZATION HAS ADEQUATELY ADDRESSED ALL TAX POSITIONS AND THAT THERE ARE NO UNRECORDED TAX LIABILITIES. PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES 30,000. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES 30,000. X SILVER SPUR 756675 458017 298658 OTHER EVENTS 181784 28317 153467 2 938459 486334 452125 452125 0 0 0 0 0 0 0 0 0 ALICIA JOHN BAPTISTE PRESIDENT AND CEO 413910 0 0 0 0 0 0 0 0 0 413910 0 0 0 NICHOLAS JOSEFOWITZ CHIEF OF POLICY 186255 0 0 0 0 0 0 0 0 0 186255 0 0 0 SARAH KARLINSKY SENIOR ADVISOR 185963 0 0 0 0 0 0 0 0 0 185963 0 0 0 HEATHER OLINTO CHIEF DEVELOPMENT OFFICER 185055 0 0 0 0 0 0 0 0 0 185055 0 0 0 SUJATA SRIVASTAVA DIRECTOR 182650 0 0 0 0 0 0 0 0 0 182650 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED BY AN OUTSIDE TAX PROFESSIONAL. THE FORM IS THEN REVIEWED BY THE ORGANIZATION'S MANAGEMENT AND SELECTED MEMBERS OF THE BOARD OF DIRECTORS. THIS GROUP OF INDIVIDUALS THEN DISCUSSES THE CONTENTS OF THE RETURN WITH THE OUTSIDE TAX PROFESSIONAL. AFTER A FULL REVIEW (WITH MODIFICATIONS WHERE NECESSARY), THE FINAL VERSION OF THE TAX RETURN IS PROVIDED TO ALL MEMBERS OF THE ORGANIZATION'S VOTING BODY. A REPRESENTATIVE OF MANAGEMENT SIGNS AND MAILS THE RETURN TO THE DEPARTMENT OF THE TREASURY. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS REVIEWS ALL POTENTIAL CONFLICTS OF INTEREST AT LEAST ANNUALLY. ALL PERSONNEL AND BOARD MEMBERS ARE REQUIRED TO DISCLOSE POTENTIAL CONFLICTS AND ANY RELATED PARTY AFFILIATIONS. LOANS BETWEEN THE ORGANIZATION AND MEMBERS OF MANAGEMENT AND THE BOARD ARE STRICTLY PROHIBITED. THE ORGANIZATION SEEKS FULL TRANSPARENCY ON ALL RELATIONSHIPS. ANY POTENTIAL CONFLICTS (IN FACT OR APPEARANCE) ARE DISCUSSED OPENLY AND RESOLVED IN ACCORDANCE WITH THE ORGANIZATION'S POLICIES AND PROCEDURES. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS REVIEWS THE COMPENSATION OF ALL HIGH-LEVEL PERSONNEL ANNUALLY IN ACCORDANCE WITH IRS RULES AND REGULATIONS. EFFORTS ARE MADE TO SECURE COMPENSATION DATA FROM INDUSTRY SOURCES IN ORDER TO DETERMINE COMPETITIVENESS AND APPROPRIATENESS OF SALARIES. EVERY EFFORT IS MADE TO ENSURE THAT THE PROCESS IS THOROUGH AND TRANSPARENT IN ACCORDANCE WITH IRS GUIDELINES AND THE ORGANIZATION'S POLICIES AND PROCEDURES. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION'S TAX FILINGS ARE STORED IN A SECURE ENVIRONMENT AND HELD AVAILABLE FOR INSPECTION BY TAX AUTHORITIES AND THE GENERAL PUBLIC. TAX RETURNS ARE POSTED ANNUALLY TO WWW.GUIDESTAR.ORG AND ARE ALSO AVAILABLE AT THE ORGANIZATION'S OFFICE IN SAN FRANCISCO, CALIFORNIA. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND AUDITED FINANCIAL STATEMENTS ARE LOCATED IN THE OFFICE OF THE PRESIDENT AND CEO AND ARE AVAILABLE FOR PUBLIC INSPECTION BY APPOINTMENT. FORM 990, PART IX, LINE 11G PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 1,406,628. MANAGEMENT AND GENERAL EXPENSES 143,962. FUNDRAISING EXPENSES 187,173. TOTAL EXPENSES 1,737,763. PART XII, LINE 2C THE PROCESS OF THE AUDIT COMMITTEE REVIEWING AND APPROVING THE FORM 990 AND AUDITED FINANCIAL STATEMENTS HAS NOT CHANGED FROM THE PRIOR YEAR.