BAY AREA COUNCIL: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- BAY AREA COUNCIL (EIN 23-7325853)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202223199349329257
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T18:24:05-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 946214841 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARMANINO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12657 ALCOSTA BLVD STE 500 | AddressLine1Txt |
| City | SAN RAMON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 945834600 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237325853 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAY AREA COUNCIL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BAYA | BusinessNameControlTxt |
| Phone | 4159816600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5135 | AddressLine1Txt |
| City | BERKELEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94705 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JULIE ROWE | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 4159816600 | PhoneNum |
| Signature | 2022-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JULIE | PersonFirstNm |
| Person Last | ROWE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATTHEW PETROSKI | PreparerPersonNm |
| PTIN | P00853132 | PTIN |
| Phone | 9257902600 | PhoneNum |
| Preparation | 2022-11-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | JULIE ROWE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5135 | AddressLine1Txt |
| City | BERKELEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94705 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $6,775,698 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.BAYAREACOUNCIL.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1945 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | BAY AREA COUNCIL (BAC) ARE BUSINESS LEADERS COMMITTED TO WORKING WITH PUBLIC AND CIVIC LEADERS TO MAKE THE BAY AREA THE MOST INNOVATIVE, GLOBALLY COMPETITIVE, AND SUSTAINABLE REGION IN THE WORLD. | ActivityOrMissionDesc |
| Voting Members Governing Body | 164 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 164 | VotingMembersIndependentCnt |
| Total Employee | 31 | TotalEmployeeCnt |
| Total Volunteers | 172 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,284,882 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,206,979 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,503,900 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,473,583 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,193 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,375 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$62,238 | PYOtherRevenueAmt |
| CY Other Revenue | -$311,904 | CYOtherRevenueAmt |
| PY Total Revenue | $6,729,737 | PYTotalRevenueAmt |
| CY Total Revenue | $6,371,033 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $14,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $47,775 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,243,687 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,140,134 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $169,252 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,153,093 | PYOtherExpensesAmt |
| CY Other Expenses | $1,361,534 | CYOtherExpensesAmt |
| PY Total Expenses | $6,410,780 | PYTotalExpensesAmt |
| CY Total Expenses | $5,549,443 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $318,957 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $821,590 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $6,333,776 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,217,532 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,125,608 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,175,959 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,208,168 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,041,573 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | OUR PROGRAM SERVICE ACCOMPLISHMENTS INCLUDE SUCCESSES WITHIN THE POLICY AND RESEARCH FRAMEWORK FOR BAY AREA INFRASTRUCTURE INCLUDING TRANSPORTATION, HOUSING AND LAND USE, HOMELESSNESS, WORKFORCE OF THE FUTURE, GENDER EQUITY AND DIVERSITY, WATER & CLIMATE RESILIENCE, EARLY CHILDHOOD EDUCATION, GOVERNMENT RELATIONS, HEALTHCARE & ENERGY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,953,345 | ExpenseAmt |
| Grant | $47,775 | GrantAmt |
| Revenue | $33,645 | RevenueAmt |
| Desc | COMBINED POLICY PROGRAMS AND PROJECTS INCLUDE TRANSPORTATION, HOUSING AND LAND USE, HOMELESSNESS, WORKFORCE DEVELOPMENT, GENDER EQUITY AND DIVERSITY, WATER AND CLIMATE RESILIENCE, EARLY CHILDHOOD EDUCATION, GOVERNMENT RELATIONS, HEALTHCARE AND ENERGY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $494,169 | ExpenseAmt |
| Revenue | $1,439,938 | RevenueAmt |
| Desc | THE BAY AREA COUNCIL ECONOMIC INSTITUTE COMMISSIONS TOP QUALITY RESEARCH PROJECTS AND PROVIDES POLLING ON VARIOUS SUBJECT MATTERS. RESEARCH AND INVESTIGATIVE REPORTS ARE COMPILED SO THAT OBJECTIVE DECISIONS CAN BE MADE CONCERNING POLICY FORMATION. RESEARCH WORK IS PERFORMED IN EACH OF THE DEFINED PROGRAM AREAS TO INCLUDE TRANSPORTATION, HOUSING AND LAND USE, HOMELESSNESS, WORKFORCE DEVELOPMENT, GENDER EQUALITY AND DIVERSITY, WATER AND CLIMATE RESILIENCE, EARLY CHILDHOOD EDUCATION, GOVERNMENT RELATIONS, HEALTHCARE AND ENERGY. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $494,167 | ExpenseAmt |
| Desc | THE BAY AREA FAMILY OF FUNDS FOCUSES ON REDUCING POVERTY AND ENCOURAGING SMART GROWTH IN BAY AREA LOW AND MODERATE-INCOME ("LMI") NEIGHBORHOODS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $4,941,681 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (1) | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 16 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 31 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | CH | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (1) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (1) | NondeductibleContriDisclInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 164 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 164 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JULIE ROWE CFO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4159816600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5135 | AddressLine1Txt |
| City | BERKELEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94705 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (178 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|---|
| JAMES WUNDERMAN | |||||||||
| CEO | 40.00 | 6.00 | Yes (X) | $777,877 | $0 | $159,192 | |||
| JOHN GRUBB | |||||||||
| COO | 40.00 | 6.00 | Yes (X) | $332,249 | $0 | $47,669 | |||
| JULIE ROWE | |||||||||
| CFO | 40.00 | 6.00 | Yes (X) | $213,721 | $0 | $46,200 | |||
| RAYMOND SEAN RANDOLPH | |||||||||
| SR. ADVISOR, BAC AND BACEI | 40.00 | $214,075 | $0 | $48,938 | Yes (X) | ||||
| MATT REGAN | |||||||||
| SVP, PUBLIC POLICY | 40.00 | $206,282 | $0 | $21,984 | Yes (X) | ||||
| JEFF BELLISARIO | |||||||||
| EXECUTIVE DIRECTOR, BACEI | 40.00 | $198,717 | $0 | $34,010 | Yes (X) | ||||
| GWEN LITVAK | |||||||||
| SVP, PUBLIC POLICY | 40.00 | $193,010 | $0 | $32,002 | Yes (X) | ||||
| KRISTEN VERNON | |||||||||
| CHIEF MEMBERSHIP & DEVELOPMENT OFFICER | 40.00 | $188,539 | $0 | $55,779 | Yes (X) | ||||
| RUFUS JEFFRIS | |||||||||
| SVP, COMMUNICATIONS & MAJOR EVENTS | 40.00 | $180,726 | $0 | $35,911 | Yes (X) | ||||
| ADRIAN COVERT | |||||||||
| SVP, PUBLIC POLICY | 40.00 | $168,015 | $0 | $33,638 | Yes (X) | ||||
| SUZANNE ROBINSON | |||||||||
| SPECIAL ASSISTANT TO THE CEO AND DIRECTOR OF GOVER | 40.00 | $142,450 | $0 | $23,717 | Yes (X) | ||||
| PATRICK KALLERMAN | |||||||||
| VP, RESEARCH, BACEI | 40.00 | $139,928 | $0 | $21,365 | Yes (X) | ||||
| ALEX FOARD | |||||||||
| SENIOR DIRECTOR, GLOBAL BUSINESS DEVELOPMENT | 40.00 | $105,348 | $0 | $22,036 | Yes (X) | ||||
| KELLY OBRANOWICZ | |||||||||
| POLICY AND REGULATORY COUNSEL | 40.00 | $104,643 | $0 | $12,495 | Yes (X) | ||||
| MICHAEL COVARRUBIAS | |||||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| MARY HUSS | |||||||||
| BOARD MEMBER | 2.00 | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| ROBERT JAMES | |||||||||
| TREASURER | 2.00 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| TANE ABBOTT | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| BETH ANDERSEN | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| HARSHUL ASNANI | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| LARRY BAER | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| ANNE BAKAR | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| KEVIN BASS | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| THOMAS BECKER | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| CLAIRE BONHAM-CARTER | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| JIM BRYSKI | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| TIM BURR | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| RICK CALLENDER | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| FRANCISCO CASTILLO | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| MIKE CASTRO | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| CLIFFORD CHAN | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| GORDON CHILDRESS | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| CAROL CHRIST | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| RANJANA CLARK | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| GEORGE CLEVER | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| JOHN COHEN | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| RICHARD COLLEY | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| SAL CONIGLIO | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| JARRELL COOK | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| MATTHEW COOK | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| SHIVAUN COONEY | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| TOM D'ALESANDRO | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| MARY DALY | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| LISA DANIELS | |||||||||
| BOARD MEMBER | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| CORI DAVIS | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| ELIZABETH DAVIS | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| EVETTE DAVIS | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| JOHN DE LUCA | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| MICHAEL DRAKE | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| JOHN EDDY | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| MATT ENGLERT | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| DEAN FEALK | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| JONATHAN FEARN | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| AARON FENTON | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| ELAINE FORBES | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| ROBERT FREED | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| STEPHEN GAITLEY | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| JOYDEEP GANGULY | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| PAULA GARTNER | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| JOHN GAUDER | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| DARLENE GEE | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| RANDI GERSON | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| MIKE GHIELMETTI | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| CHRIS GRAHAM | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| MIKE GRISSO | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| PETER GRUEBELE | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| CHRIS GRUWELL | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| GARY HALL | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| JAY HANSEN | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| TODD HARRIS | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| SAM HAWGOOD | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| PATRICK HAYES | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| JEFFREY HELLER | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| JENNIFER HERNANDEZ | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| PETE HILLAN | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| DAVE HOPKINS | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| RANDY HOWDER | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| TIM HOXIE | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| SALEEM JANMOHAMED | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| RHONDA JOHNSON | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| GREG JOHNSON | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| ALAN JONES | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| LESLIE KATZ | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| DAVE KAVAL | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| MAHESH KHARKAR | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| TRAVIS KIYOTA | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| KEITH KNOPF | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| LUKE KOWALSKI | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| MARTY KROPELNICKI | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| JANET LAMKIN | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| KRISTINA LAWSON | |||||||||
| SECRETARY | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| JONATHAN LECOMPTE | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| ALEX LEONARD | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| JAMES LEVINE | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| JANET LIANG | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| JIM LYONS | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| LYNN MAHONEY | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| ALEX MAKLER | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| JESSICA MARCONI | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| GEORGE MARCUS | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| MICHAEL MATTHEWS | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| PHILLIP MAZZIE | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| PEG MCALLISTER | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| GEORGE MCCOWN | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| MALCOLM MCFARLAND | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| ALEX MEHRAN SR | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| BIJAN MEHRYAR | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| MATT MIDDLEBROOK | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| MARTHA MILLER | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| LIZ MINICK | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| HAMID MOGHADAM | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| JORDAN MOSS | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| TOMIQUIA MOSS | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| JUAN SANCHEZ MUNOZ | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| MARY MURPHY | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| NADER NADERSHAHI | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| FRED NARANJO | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| ROBERT NIBBI | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| STEVE O'CONNELL | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| KATE O'SULLIVAN | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| YULIYA ORYOL | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| SUNIL PANDYA | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| JES PEDERSEN | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| HENRY PEREA | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| STEVE PEREZ | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| CARLA PETERMAN | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| JACQUELINE PICCINI | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| DOUGLAS POPE | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| JOSH PORTNER | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| BOB POWERS | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| KELLY POWERS | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| JUSTIN PRESSFIELD | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| RAMONA PRIETO | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| KAUSIK RAJGOPAL | |||||||||
| CHAIRMAN | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| ALEX RANDOLPH | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| BOB REIDY | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| CLINT REILLY | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| SHERYL REUBEN | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| RUDY REYES | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| KIRSTEN RHODES | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| TUCK RICKARDS | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| CHRIS RIVIELLE | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| RICH ROBBINS | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| GEORGE ROBERTS | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| MITRA ROGERS | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| WADE ROSE | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| ALLISON ROSE | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| KEN ROSEN | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| SHERRI SAGER | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| CATHY SANDEEN | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| BRENDA SANTORO | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| IVAR SATERO | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| ROBERT SCHIFF | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| JACK SCHWARTZ | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| MATT SCOTT | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| MIKE SELFRIDGE | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| BRANDON SHORENSTEIN | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| JOHN SOBRATO | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| DAVID STERNBERG | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| LORENZO TREFETHEN | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| RACHELE TRIGUEROS | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| TOM TROY | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| RAO UNNAVA | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| ADAM VAN DE WATER | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| KARILYN VAN OOSTEN | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| DAVINA VARGAS | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| JENS VOGEL | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| RICHARD WALKER | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| JOE WALLACE | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| JIM WALLACE | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| DANNY WAN | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| JOHN WAYLAND | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| DAVID WEISS | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| STEVE WELCH | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| RICK WELTS | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| KEVIN XU | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| JED YORK | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| RON ZEFF | |||||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,165,580 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $594,936 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 14 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| NEPTUNE OPS LLC | |||||
| 3290 SWEET DRIVE | LAFAYETTE | CA | 94549 | CONSULTING SERVICES | $181,000 |
| ORSO GROUP INC | |||||
| 1494 RED OAK DRIVE | SILVER SPRING | CA | 20910 | CONSULTING SERVICES | $105,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $3,747,252 | MembershipDuesAmt |
| Fundraising | $1,298,577 | FundraisingAmt |
| All Other Contributions | $161,150 | AllOtherContributionsAmt |
| Total Contributions | $5,206,979 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PROGRAM SERVICE FEES | 900099 | $960,000 | $960,000 |
| ECON. INST. RESEARCH | 900099 | $479,938 | $479,938 |
| PACIFIC SUMMIT | 900099 | $33,645 | $33,645 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,473,583 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,375 | TotalRevenueColumnAmt |
| Exclusion | $2,375 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $80,673 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,298,577 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $404,665 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$323,992 | TotalRevenueColumnAmt |
| Exclusion | -$323,992 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $12,088 | TotalRevenueColumnAmt |
| Exclusion | $12,088 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $12,088 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,371,033 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,473,583 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$309,529 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,775 | TotalAmt |
| Program Services | $47,775 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,502,525 | TotalAmt |
| Program Services | $2,323,966 | ProgramServicesAmt |
| Management And General | $163,555 | ManagementAndGeneralAmt |
| Fundraising | $15,004 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,234,240 | TotalAmt |
| Program Services | $1,226,536 | ProgramServicesAmt |
| Fundraising | $7,704 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,181 | TotalAmt |
| Program Services | $46,579 | ProgramServicesAmt |
| Management And General | $52,943 | ManagementAndGeneralAmt |
| Fundraising | $659 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,002 | TotalAmt |
| Program Services | $56,095 | ProgramServicesAmt |
| Management And General | $24,881 | ManagementAndGeneralAmt |
| Fundraising | $26 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $222,186 | TotalAmt |
| Program Services | $157,794 | ProgramServicesAmt |
| Management And General | $63,118 | ManagementAndGeneralAmt |
| Fundraising | $1,274 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,353 | TotalAmt |
| Program Services | $18,353 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,001 | TotalAmt |
| Program Services | $20,135 | ProgramServicesAmt |
| Management And General | $66,866 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $554,529 | TotalAmt |
| Program Services | $553,569 | ProgramServicesAmt |
| Management And General | $960 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,582 | TotalAmt |
| Program Services | $33,582 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,685 | TotalAmt |
| Program Services | $77,018 | ProgramServicesAmt |
| Management And General | $25,065 | ManagementAndGeneralAmt |
| Fundraising | $602 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,181 | TotalAmt |
| Program Services | $21,181 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,841 | TotalAmt |
| Program Services | $60,179 | ProgramServicesAmt |
| Management And General | $12,662 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,917 | TotalAmt |
| Program Services | $22,233 | ProgramServicesAmt |
| Management And General | $4,669 | ManagementAndGeneralAmt |
| Fundraising | $15 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,164 | TotalAmt |
| Program Services | $29,777 | ProgramServicesAmt |
| Management And General | $6,387 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,567 | TotalAmt |
| Program Services | $34,958 | ProgramServicesAmt |
| Management And General | $7,609 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| BAD DEBT EXPENSE | $150,000 | $150,000 | ||
| MEMBER EVENTS | $149,614 | $5,646 | $143,968 | |
| TAXES/LICENSES | $93,623 | $91,639 | $1,984 | |
| OTHER EXPENSES | $10,559 | $8,938 | $1,621 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$38,082 | TotalAmt |
| Program Services | -$38,626 | ProgramServicesAmt |
| Management And General | $544 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,549,443 | TotalAmt |
| Program Services | $4,941,681 | ProgramServicesAmt |
| Management And General | $438,510 | ManagementAndGeneralAmt |
| Fundraising | $169,252 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $724,406 | BOYAmt |
| EOY | $1,521,957 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,295,802 | BOYAmt |
| EOY | $1,085,631 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $200,000 | BOYAmt |
| EOY | $35,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $652,149 | BOYAmt |
| EOY | $1,445,802 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,521 | BOYAmt |
| EOY | $106,386 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $396,635 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $375,776 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,351 | BOYAmt |
| EOY | $20,859 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,312,547 | BOYAmt |
| EOY | $3,001,897 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,333,776 | BOYAmt |
| EOY | $7,217,532 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,256,814 | BOYAmt |
| EOY | $1,381,612 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $718,794 | BOYAmt |
| EOY | $644,600 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $150,000 | BOYAmt |
| EOY | $149,747 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,125,608 | BOYAmt |
| EOY | $2,175,959 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,879,719 | BOYAmt |
| EOY | $4,921,573 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,328,449 | BOYAmt |
| EOY | $120,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,208,168 | BOYAmt |
| EOY | $5,041,573 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,333,776 | BOYAmt |
| EOY | $7,217,532 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $821,590 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $11,815 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nonded | 0 | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | 0 | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | 0 | AgreeCarryoverPriorYearInd |
| Dues Assessments | $3,747,252 | DuesAssessmentsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I-A, LINE 1: | FormAndLineReferenceDesc |
| Explanation | THE BAY AREA COUNCIL 501(C)(4) ORGANIZATION INCLUDES A CALIFORNIA POLITICAL ACTION COMMITTEE (BAY AREA COUNCIL POLITICAL ACTION COMMITTEE; BACPAC) THAT IS REGISTERED AND COMPLIES IN ACCORDANCE WITH CALIFORNIA'S FAIR POLITICAL PRACTICES ACT AND REGULATIONS. THERE ARE LESS THAN 2% OF MEMBERSHIP DUES THAT ARE ATTRIBUTED TO OUR 501(C)(4) ADVOCACY ACTIVITY. ALL LOBBYING IS DONE THROUGH THE BAY AREA COUNCIL POLITICAL ACTION COMMITTEE. THE BAC 501(C)(4) MEMBERSHIP DUES SUPPORT ADVOCACY AND EDUCATION ON ISSUES BUT DOES NOT DIRECTLY SUPPORT LOBBYING ACTIVITY. ALL LOBBYING ACTIVITY IS DONE THROUGH THE BACPAC. | ExplanationTxt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $31,789 | OtherCostOrOtherBasisAmt |
| Depreciation | $31,789 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $300,104 | OtherCostOrOtherBasisAmt |
| Depreciation | $279,465 | DepreciationAmt |
| Book Value | $20,639 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $64,742 | OtherCostOrOtherBasisAmt |
| Depreciation | $64,522 | DepreciationAmt |
| Book Value | $220 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $20,859 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE FROM RELATED PARTIES | Desc |
| Book Value | $3,001,897 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $3,001,897 | TotalBookValueOtherAssetsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $6,993,014 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $11,816 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $205,500 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $217,316 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,775,698 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$404,665 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$404,665 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $6,371,033 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,159,608 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $205,500 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $404,665 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $610,165 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,549,443 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,549,443 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | BAY AREA COUNCIL INC. IS EXEMPT FROM TAXATION UNDER INTERNAL REVENUE CODE SECTION 501(C)(4). BAC LLC IS SUBJECT TO BOTH FEDERAL AND STATE TAXATION. FOR THE 2020 FINANCIAL YEAR, BAC LLC DID NOT GENERATE ANY INCOME. THERE WAS NO FEDERAL AND STATE TAX LIABILITIES DUE FOR THE YEARS ENDED DECEMBER 31, 2021. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES PROVIDE ACCOUNTING AND DISCLOSURE GUIDANCE ABOUT POSITIONS TAKEN BY AN ORGANIZATION IN ITS TAX RETURNS THAT MIGHT BE UNCERTAIN. MANAGEMENT HAS CONSIDERED ITS TAX POSITIONS AND BELIEVES THAT ALL OF THE POSITIONS TAKEN BY BAC IN ITS FEDERAL AND STATE EXEMPT ORGANIZATION TAX RETURNS ARE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION. BAC'S RETURNS ARE SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES, GENERALLY FOR THREE AND FOUR YEARS, RESPECTIVELY, AFTER THEY ARE FILED. THE CHINA WFOE IS SUBJECT TO CHINESE ENTERPRISE INCOME TAX ("EIT"), VALUE ADDED TAX ("VAT") APPLIED TO CERTAIN DISTRICTS IN CHINA, AND BUSINESS INCOME TAX ("BIT") PRESCRIBED BY CHINESE TAX LAWS AND ORDINANCES. DURING 2021, THE CHINA GOVERNMENT TAX AUTHORITIES AUDITED THE WFOE FOR COMPLIANCE AND FOUND NO EXCEPTIONS IN RECORDING OF THE TAX LIABILITY AND SUBSEQUENT PAYMENTS ASSOCIATED WITH TAXES DUE. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSE -404,665. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSE 404,665. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| SHANGHAI, CHINA | 1 | 1 | PROGRAM SERVICES TO PROVIDE ECONOMIC DEVELOPMENT IN THE BAY AREA AND CHINA | SERVICE FEES FOR BAC OFFICE IN YANGPU, BEIJING, AND NANJING TO SUPPORT SERVICES | $262,089 |
| BEIJING, CHINA | 1 | 2 | PROGRAM SERVICES TO PROVIDE ECONOMIC DEVELOPMENT IN THE BAY AREA AND CHINA | SERVICE FEES FOR BAC OFFICE IN YANGPU, BEIJING, AND NANJING TO SUPPORT SERVICES | $189,788 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 2 | SubtotalOfficesCnt |
| Subtotal Employees | 3 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 2 | TotalOfficeCnt |
| Total Employee | 3 | TotalEmployeeCnt |
| Subtotal Spent | $451,877 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $451,877 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III ACCOUNTING METHOD: | |
| PART I, LINE 3: | METHOD USED TO ACCOUNT FOR EXPENDITURES IS DETERMINED BY ACTUAL VALUE PER U.S. TENDER. EXPENDITURES REPRESENT EXPENSES INCURRED BY THE WOFE IN CHINA TO SUPPORT THE 2 DISTRICT CONTRACTS THAT ALIGN WITH THE GLOBAL CHINA INITIATIVE WHICH FALLS IN THE LINE WITH BAC EXEMPT PURPOSE. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ANNUAL DINNER | Event1Nm |
| Gross Receipts Event1 | $831,250 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $750,577 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $80,673 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $350,107 | OtherDirectExpensesEvent1Amt |
| Event2 | VIRTUAL PACIFIC SUMMIT | Event2Nm |
| Gross Receipts Event2 | $548,000 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $548,000 | CharitableContriEvent2Amt |
| Other Direct Expenses Event2 | $54,558 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $1,379,250 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,298,577 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $80,673 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $404,665 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $404,665 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$323,992 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| UP FOR GROWTH INC | ||||||||
| 1875 K STREET NW 4TH FLOOR | WASHINGTON | DC | 20006 | 831381367 | 501(C)(3) | $5,000 | $0 | HOUSING AND LAND USE |
| BAY AREA LEGISLATIVE LEADERS PAC | ||||||||
| 248 3RD STREET 437 | OAKLAND | CA | 94607 | 474046174 | IRC 527 | $34,650 | $0 | GENERAL CONTRIBUTION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | Yes (1) | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JAMES WUNDERMAN | ||||||||||||||
| CEO | $567,156 | $0 | $163,159 | $0 | $47,562 | $0 | $134,800 | $0 | $24,392 | $0 | $937,069 | $0 | $0 | $0 |
| JOHN GRUBB | ||||||||||||||
| COO | $265,995 | $0 | $65,000 | $0 | $1,254 | $0 | $33,139 | $0 | $14,530 | $0 | $379,918 | $0 | $0 | $0 |
| JULIE ROWE | ||||||||||||||
| CFO | $187,629 | $0 | $25,000 | $0 | $1,092 | $0 | $22,800 | $0 | $23,400 | $0 | $259,921 | $0 | $0 | $0 |
| RAYMOND SEAN RANDOLPH | ||||||||||||||
| SR. ADVISOR, BAC AND BACEI | $199,255 | $0 | $12,000 | $0 | $2,820 | $0 | $24,960 | $0 | $23,978 | $0 | $263,013 | $0 | $0 | $0 |
| MATT REGAN | ||||||||||||||
| SVP, PUBLIC POLICY | $182,001 | $0 | $15,000 | $0 | $9,281 | $0 | $21,840 | $0 | $144 | $0 | $228,266 | $0 | $0 | $0 |
| JEFF BELLISARIO | ||||||||||||||
| EXECUTIVE DIRECTOR, BACEI | $177,503 | $0 | $19,500 | $0 | $1,714 | $0 | $21,810 | $0 | $12,200 | $0 | $232,727 | $0 | $0 | $0 |
| GWEN LITVAK | ||||||||||||||
| SVP, PUBLIC POLICY | $176,500 | $0 | $13,000 | $0 | $3,510 | $0 | $21,240 | $0 | $10,762 | $0 | $225,012 | $0 | $0 | $0 |
| KRISTEN VERNON | ||||||||||||||
| CHIEF MEMBERSHIP & DEVELOPMENT OFFIC | $167,901 | $0 | $20,000 | $0 | $638 | $0 | $22,346 | $0 | $33,433 | $0 | $244,318 | $0 | $0 | $0 |
| RUFUS JEFFRIS | ||||||||||||||
| SVP, COMMUNICATIONS & MAJOR EVENTS | $166,200 | $0 | $14,000 | $0 | $526 | $0 | $19,944 | $0 | $15,967 | $0 | $216,637 | $0 | $0 | $0 |
| ADRIAN COVERT | ||||||||||||||
| SVP, PUBLIC POLICY | $151,258 | $0 | $15,000 | $0 | $1,757 | $0 | $19,126 | $0 | $14,512 | $0 | $201,653 | $0 | $0 | $0 |
| SUZANNE ROBINSON | ||||||||||||||
| SPECIAL ASSISTANT TO THE CEO AND DIR | $132,000 | $0 | $10,000 | $0 | $450 | $0 | $15,840 | $0 | $7,877 | $0 | $166,167 | $0 | $0 | $0 |
| PATRICK KALLERMAN | ||||||||||||||
| VP, RESEARCH, BACEI | $125,000 | $0 | $12,000 | $0 | $2,928 | $0 | $15,000 | $0 | $6,365 | $0 | $161,293 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 4B | THE CEO PARTICIPATED IN A SECTION 457(F) DEFERRED COMPENSATION PLAN AND ACCRUED THE AMOUNT OF $100,000. HE WILL NOT BE VESTED IN THE PLAN UNTIL 2023. |
| PART I, LINE 5 | ONE OF THE HIGHLY COMPENSATED EMPLOYEES IS PAID COMMISSION ON NEW MEMBERSHIPS. THIS IS INCLUDED IN TAXABLE WAGES. |
| PART I, LINE 7 | SOME OFFICERS AND EMPLOYEES RECEIVED A BONUS BASED ON PERFORMANCE AS APPROVED BY BOARD OF DIRECTORS. THESE AMOUNTS ARE INCLUDED IN THE W-2'S. |
| SCHEDULE J - EXPENSE REPORTING: | THE BAY AREA COUNCIL HAS A WRITTEN POLICY REGARDING EXPENSE REPORT SUBMISSION AND REIMBURSEMENT POLICY. NONE OF THE QUESTIONS IDENTIFIED IN 1.A ABOVE APPLY TO THE COUNCIL. ALL EXPENSES MUST BE SUPPORTED BY EVIDENCE OF THE TYPE OF EXPENSE, BUSINESS PURPOSE AND RECEIPTS. BUSINESS TRIP TRAVEL REQUIRING OVERNIGHT STAYS REQUIRE PRE-APPROVAL. THE BAY AREA COUNCIL COMPENSATION POLICIES AND PROCEDURES FOR DETERMINING COMPENSATION ARE OUTLINED IN OUR EMPLOYEE POLICY MANUAL. EVALUATIONS AND APPROVALS ARE SECURED FOR ALL STAFF MEMBERS INCLUDING THE CEO AND OTHER OFFICERS. APPROVAL IS REQUIRED. REGARDING BAC EMPLOYER CONTRIBUTION FOR HEALTH BENEFITS. BAC PROVIDES UNIFORM EMPLOYER CONTRIBUTIONS FOR THOSE INDIVIDUALS ELECTING VARIOUS HEALTH BENEFIT COVERAGE. THE EMPLOYER BENEFIT MAY VARY BETWEEN EMPLOYEES BECAUSE THE EMPLOYER CONTRIBUTION IS DEPENDING UPON WHETHER AN EMPLOYEE ELECTS ONLY FOR HIM OR HERSELF; FOR HIM/OR HER PLUS SPOUSE; OR FULL FAMILY COVERAGE. OTHERS MAY WAIVE BENEFITS BECAUSE THEY ARE COVERED ELSEWHERE IN WHICH CASE THE EMPLOYER CONTRIBUTION IS LESS THAN WHAT BAC PROVIDES OR IS ZERO IF COVERAGES ARE FULLY WAIVED. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | LANGUAGE WAS AMENDED TO ADD THE TREASURER AS A MEMBER OF THE BAC EXECUTIVE COMMITEE AND TO HAVE THE RESPONSIBILITY OF OVERSEEING ALL THE FINANCIAL ACTIVITY FOR THE ORGANIZATION. LANGUAGE WAS AMENDED TO ADD THE TREASURER TO THE ADMINISTRATIVE COMMITTEE AND CHAIR OF THE FINANCE COMMITTEE. |
| FORM 990, PART VI, SECTION A, LINE 6 | BAY AREA COUNCIL IS A BUSINESS MEMBERSHIP ORGANIZATION. MAJOR COMPANIES JOIN THE BAY AREA COUNCIL AS MEMBERS. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE BAY AREA COUNCIL EXECUTIVE COMMITTEE MAY ELECT A MEMBER TO THE COMMITTEE AND BOARD MEMBERS. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE EXECUTIVE COMMITTEE OF THE BOARD OFFICIALLY MEETS 4 TIMES DURING EACH CALENDAR YEAR OR AS NECESSARY TO APPROVE DECISIONS BASED UPON DELEGATIONS OF AUTHORITY OUTLINED IN THE BY LAWS. SHOULD DECISIONS REQUIRE BOARD APPROVAL, THESE ARE VOTED UPON BY THE ENTIRE BOARD DURING THE ANNUAL MEETING. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE AUDITED FINANCIAL STATEMENTS AND TAX RETURNS ARE CONDUCTED AND PREPARED BY AN INDEPENDENT CPA AUDIT FIRM. THE GENESIS OF INFORMATION PRESENTED ON THE 990 TAX RETURNS INCLUDES ALL OF THE AUDITED FIGURES. COPIES OF THE TAX RETURN ARE MADE AVAILABLE TO BOARD MEMBERS AND THE FINANCE COMMITTEE. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CEO HAS RESPONSIBILITY FOR MONITORING COMPLIANCE WITH OUR POLICIES. THESE POLICIES ARE CODIFIED IN OUR EMPLOYEE HANDBOOK, ACKNOWLEDGED BY EACH BOARD AND STAFF MEMBER AND ALSO REVIEWED FOR COMPLIANCE WITH CURRENT LAWS AND REGULATIONS BY OUTSIDE LEGAL COUNCIL. THE INDEPENDENT ACCOUNTANTS ALSO TEST FOR COMPLIANCE IN PERFORMING THEIR INDEPENDENT FINANCIAL AUDIT AT YEAR END. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE PROCESS FOR DETERMINING COMPENSATION FOR THE CEO AND KEY EMPLOYEES IS BENCHMARKING AGAINST COMPARABILITY DATA WITH APPROVAL BY THE BOARD CHAIRMAN. WE ALSO HAVE OVERSIGHT BY THE FINANCE COMMITTEE OF THE EXECUTIVE COMMITTEE BOARD. BAC USES SALARY SURVEY INFORMATION PROVIDED BY OPPORTUNITY KNOCKS AS WELL AS BENCHMARKING THE STAFF SALARIES WITH OTHER SIMILAR 501(C)(4) ORGANIZATIONS OF SIMILAR SIZE AND FINANCIAL RESULTS. DELIBERATIONS AND DECISIONS ARE CONTEMPORANEOUSLY DOCUMENTED IN THE MINUTES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XII, LINE 2C: | THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAY AREA COUNCIL LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 353 SACRAMENTO STREET 10TH FLOOR | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 270819073 | EIN |
| Primary Activities | PASS THROUGH ORGANIZATION FOR CHINA WFOE - TO FURTHER GLOBAL INITIATIVES | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Total Income | $974,189 | TotalIncomeAmt |
| End Of Year Assets | $4,246,377 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAY AREA COUNCIL | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAY AREA COUNCIL FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 353 SACRAMENTO STREET 10TH FLOOR | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201826827 | EIN |
| Primary Activities | CHARITABLE FOUNDATION | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 7 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAY AREA COUNCIL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| BAY AREA COUNCIL FOUNDATION | ||
| Q | $43,500 | FMV |
| BAY AREA COUNCIL FOUNDATION | ||
| D | $6,198,239 | FMV |
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