2022-11-08T11:04:58-06:00 2021-12-31 271155496 ROBERT LEE & ASSOCIATES LLP 999 W TAYLOR STREET STE A SAN JOSE CA 95126 990 2021-01-01 942460352 THE SILICON VALLEY LEADERSHIP GROUP SILI 4085017864 2001 GATEWAY PLACE 101E SAN JOSE CA 95110 AHMAD THOMAS CEO 4085017864 2022-11-08 1 AHMAD THOMAS 999009999 SCOTT R SMEAD P01208759 4088556770 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z AHMAD THOMAS 2001 GATEWAY PLACE 101E SAN JOSE CA 95110 5468612 0 X WWW.SVLG.ORG X 1977 CA TO IMPROVE THE GENERAL BUSINESS CONDITIONS AND QUALITY OF LIFE IN AND AROUND SILICON VALLEY. 63 62 32 1000 0 0 1356053 943691 4231769 4271701 50242 728 295838 248701 5933902 5464821 0 0 0 0 4321338 4754921 0 0 0 1802986 1554539 6124324 6309460 -190422 -844639 3656105 2543917 1088715 821166 2567390 1722751 X TO INVOLVE PRINCIPAL OFFICERS AND SENIOR MANAGERS OF MEMBER COMPANIES IN A COOPERATIVE EFFORT WITH LOCAL, REGIONAL, STATE, AND FEDERAL GOVERNMENT OFFICIALS TO ADDRESS MAJOR PUBLIC POLICY ISSUES AFFECTING THE ECONOMIC HEALTH AND QUALITY OF LIFE IN SILICON VALLEY. 0 0 TRANSPORTATIONTHE SILICON VALLEY LEADERSHIP GROUP SAW SOME IMPORTANT DEVELOPMENTS IN TRANSPORTATION. SVLG STAFF SERVED AS THE BUSINESS REPRESENTATIVE ON THE MEASURE B OVERSIGHT COMMITTEE, ENSURING THAT SEVERAL BILLION DOLLARS SVLG HELPED RAISE THROUGH MEASURE B IS SPENT AS THE VOTERS INTENDED. SVLG REPRESENTED BUSINESS IN A NEWLY CONVENED DISCUSSION BY THE METROPOLITAN TRANSPORTATION COMMISSION REGARDING DISCUSSIONS OF REGIONAL TRANSIT FUNDING; WORKED WITH SPUR AND OTHERS ON A PARKING POLICY TECHNICAL WORKING GROUP; AND WAS ACTIVELY ENGAGED AND ADVOCATING FOR A PATH TOWARDS BETTER GOVERNANCE FOR CALTRAIN AND REGIONAL RAIL GENERALLY. FINALLY, SVLG PARTICIPATED IN A GROUNDBREAKING BLUE-RIBBON PANEL THROUGHOUT 2021, CONVENED BY THE METROPOLITAN TRANSPORTATION COMMISSION, AND FOCUSED ON BAY AREA TRANSIT RECOVERY, WHICH LED TO A SERIES OF RECOVERY RECOMMENDATIONS BEING ADOPTED BY MTC AND IN SOME CASES BECOMING PART OF PROPOSED STATE LEGISLATION. HOUSING & COMMUNITY DEVELOPMENTTHE HOUSING AND COMMUNITY DEVELOPMENT TEAM WAS PROUD OF ITS ACCOMPLISHMENTS ON MANY POLICIES AND COMMUNITY FRONTS. WE STARTED OUT THE 2021 YEAR BY HOSTING OUR ANNUAL HOUSING AND TRANSPORTATION "CITIES MATTER" SUMMIT IN APRIL, BRINGING TOGETHER OVER 500 ELECTED, NON-PROFIT, COMMUNITY, AND BUSINESS LEADERS TO ADDRESS HOUSING AND TRANSPORTATION SOLUTIONS FOR OUR REGION. WE CONTINUED TO STRENGTHEN OUR RELATIONSHIPS BETWEEN THE PUBLIC AND PRIVATE SECTORS BY HOSTING ROUNDTABLES WITH THE U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT, SAN JOSE CITY COUNCILMEMBERS, AND MEMBERS OF THE STATE ASSEMBLY, FOCUSING ON HOUSING, LAND USE, AND ECONOMIC DEVELOPMENT. WE WERE EFFECTIVE IN WORKING WITH STATE LEGISLATORS HELPING PASS KEY LEGISLATION SUCH AS SB 7 THAT WILL STREAMLINE SAN JOSE'S DOWNTOWN WEST DEVELOPMENT WHICH WILL CREATE 25,000 WELL-PAYING JOBS AND 4,000 NEW HOMES, A QUARTER OF THEM AFFORDABLE. BUILDING ON THIS WORK, THE LEADERSHIP GROUP HOUSING COMMITTEE PARTICIPATED IN PLANNING AND DEVELOPMENT PROCESSES IN SILICON VALLEY CITIES INCLUDING THE FINALIZING THE SAN JOSE GENERAL PLAN UPDATE AND SUPPORTING KEY TRANSIT-ORIENTED DEVELOPMENT PLANS AROUND BERRYESSA BART AND REDWOOD CITY CALTRAIN. RACIAL JUSTICE AND EQUITYIN 2021, WE RAISED AWARENESS ABOUT THE WORK UNDERWAY AT MEMBER COMPANIES AND LAUNCHED SIGNATURE INITIATIVES AND PROGRAMS AROUND THE SUBJECTS OF RACE, DIVERSITY, EQUITY AND INCLUSION. THIS IN INCLUDES, BUT ISN'T LIMITED TO: HOSTING TWO NATIONAL SUMMITS, LAUNCHING TWO PROGRAMS FOCUSED ON BOARD READINESS AND THE PLEDGE 25X25 INITIATIVE. ADDITIONALLY, IN LINE WITH SVLG'S FOCUS ON RACIAL JUSTICE AND EQUITY, WE SUPPORTED SB 2 (BRADFORD), WHICH BRIDGES ACCOUNTABILITY STANDARDS AND PROCESSES AROUND LAW ENFORCEMENT OFFICER ELIGIBILITY AND HOW SERIOUS CLAIMS OF OFFICER MISCONDUCT ARE INVESTIGATED AND REMEDIED. SB2 IS NOW LAW, AND ITS PASSAGE GARNERED NATIONAL ATTENTION, WHICH HELPS FURTHER POSITION THE SILICON VALLEY BUSINESS COMMUNITY AS A LEADER ON PUBLIC SAFETY FOR ALL. 0 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 1 11 0 32 1 0 0 0 0 0 0 0 0 0 0 X 63 62 0 0 0 0 1 0 1 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X THE SILICON VALLEY LEADERSHIP GROUP 4085017864 2001 GATEWAY PLACE 101E SAN JOSE CA 95110 AHMAD THOMAS CEO 40.00 X X 800000 0 8309 JED YORK CHAIR 36.00 X X 0 0 0 JAMES GUTIERREZ VICE CHAIR 36.00 X X 0 0 0 ERIC YUAN VICE CHAIR 36.00 X X 0 0 0 VICKI HUFF ECKERT TREASURER 36.00 X X 0 0 0 GREG BECKER BOARD MEMBER 12.00 X 0 0 0 BOBBY BELL BOARD MEMBER 12.00 X 0 0 0 DAWNET BEVERLEY BOARD MEMBER 12.00 X 0 0 0 DAVID CHUN BOARD MEMBER 12.00 X 0 0 0 AART DE GEUS BOARD MEMBER 12.00 X 0 0 0 VINTAGE FOSTER BOARD MEMBER 12.00 X 0 0 0 ANAMARIE FRANC BOARD MEMBER 12.00 X 0 0 0 KEN GOLDMAN BOARD MEMBER 12.00 X 0 0 0 RAQUEL GONZALEZ BOARD MEMBER 12.00 X 0 0 0 DOUG GRAHAM BOARD MEMBER 12.00 X 0 0 0 LAURA GUIO BOARD MEMBER 12.00 X 0 0 0 GARY GUTHART BOARD MEMBER 12.00 X 0 0 0 STEFAN HECK BOARD MEMBER 12.00 X 0 0 0 ERIC HOUSER BOARD MEMBER 12.00 X 0 0 0 MARY HUSS BOARD MEMBER 12.00 X 0 0 0 MICHAEL ISIP BOARD MEMBER 12.00 X 0 0 0 RHONDA JOHNSON BOARD MEMBER 12.00 X 0 0 0 ROBERT KENNEY BOARD MEMBER 12.00 X 0 0 0 PAUL A KING BOARD MEMBER 12.00 X 0 0 0 TRAVIS KIYOTA BOARD MEMBER 12.00 X 0 0 0 IBI KRUKRUBO BOARD MEMBER 12.00 X 0 0 0 ERIC KUTCHER BOARD MEMBER 12.00 X 0 0 0 BRENT LADD BOARD MEMBER 12.00 X 0 0 0 JANET LAMKIN BOARD MEMBER 12.00 X 0 0 0 CYNTHIA LARIVE BOARD MEMBER 12.00 X 0 0 0 NICK LOVRIEN BOARD MEMBER 12.00 X 0 0 0 ALAN LOWE BOARD MEMBER 12.00 X 0 0 0 TARKAN MANER BOARD MEMBER 12.00 X 0 0 0 JUDY MINER BOARD MEMBER 12.00 X 0 0 0 RAO MULPURI BOARD MEMBER 12.00 X 0 0 0 WILLIAM NAGEL BOARD MEMBER 12.00 X 0 0 0 STACY OWEN BOARD MEMBER 12.00 X 0 0 0 JES PEDERSEN BOARD MEMBER 12.00 X 0 0 0 KIM POLESE BOARD MEMBER 12.00 X 0 0 0 RUDY REYES BOARD MEMBER 12.00 X 0 0 0 SHARON RYAN BOARD MEMBER 12.00 X 0 0 0 PUNEET SARIN BOARD MEMBER 12.00 X 0 0 0 DARREN SNELLGROVE BOARD MEMBER 12.00 X 0 0 0 JEFF THOMAS BOARD MEMBER 12.00 X 0 0 0 LIZZ VILARDO BOARD MEMBER 12.00 X 0 0 0 TOM WERNER BOARD MEMBER 12.00 X 0 0 0 CARL GUARDINO FORMER PRESIDENT & CEO 40.00 X X 0 0 0 SIVA SIVARAM BOARD MEMBER 12.00 X 0 0 0 ALLEN NAPETIAN BOARD MEMBER 12.00 X 0 0 0 ANDREW HARRISON BOARD MEMBER 12.00 X 0 0 0 CATHERINE ZIMMERMANN BOARD MEMBER 12.00 X 0 0 0 DAVID HEARD BOARD MEMBER 12.00 X 0 0 0 JASON BLEAU BOARD MEMBER 12.00 X 0 0 0 RON LOPES BOARD MEMBER 12.00 X 0 0 0 DEAN FEALK BOARD MEMBER 12.00 X 0 0 0 ELLEN JACKOWSKI BOARD MEMBER 12.00 X 0 0 0 IRENE CHAVEZ BOARD MEMBER 12.00 X 0 0 0 LISA KLOPPENBERG BOARD MEMBER 12.00 X 0 0 0 ORE ADEYEMI BOARD MEMBER 12.00 X 0 0 0 STEPHEN HARRIS BOARD MEMBER 12.00 X 0 0 0 TONI VANWINKLE BOARD MEMBER 12.00 X 0 0 0 BRIAN BRENNAN SR. VP, INVESTORS RELATION 40.00 X 279514 0 18371 MIKE MIELKE PRESIDENT TAX POLICY 40.00 X 205246 0 19735 PETER LEROE-MUNOZ SR. VP, HEALTH & HOUSING 40.00 X 208162 0 22828 RILEY ROBBINS SR. VP, TECHNOLOGY & INNOVATION, LEGAL COUNSEL 40.00 X 229847 0 13222 1722769 0 82465 5 0 1 0 0 468359 475332 475332 943691 MEMBERSHIP DUES 900099 2976760 2976760 MISC. SPECIAL PROJECTS 900099 1294876 1294876 OTHER PROJECT INCOME 900099 65 65 4271701 728 728 3791 468359 3791 0 THIRD-PARTY REIMBURSEM 900099 248701 248701 248701 5464821 4520402 0 728 1722768 2489883 107161 174455 260654 7582 304437 475332 148390 351397 2284 5077 34397 21169 ADVOCACY FIRM 79310 MARKETING 54835 SPECIAL PROJECT EXPENSE 48153 OTHER EXPENSES 10499 11677 6309460 380816 195355 2767953 1772346 389061 487178 16110 7726 316926 253114 84412 63812 253 17500 17500 3656105 2543917 457411 468465 600943 322340 30361 30361 1088715 821166 X 2143715 1655751 423675 67000 2567390 1722751 3656105 2543917 -844639 0 X X 1 X 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 1 3474676 232541 -848966 -616425 521201 -1137626 88421 88421 0 192283 128936 63347 36222 35757 465 63812 DEFERRED RENT OBLIGATION 30361 30361 X PART X, LINE 2: THE GROUP EVALUATES ITS UNCERTAIN TAX POSITIONS AND WILL RECOGNIZE A LOSS CONTINGENCY WHEN IT IS PROBABLE THAT A LIABILITY HAS BEEN INCURRED AS OF THE DATE OF THE FINANCIAL STATEMENTS AND THE AMOUNT OF THE LOSS CAN BE REASONABLY ESTIMATED. THE AMOUNT RECOGNIZED IS SUBJECT TO ESTIMATE AND MANAGEMENT JUDGMENT WITH RESPECT TO THE LIKELY OUTCOME OF EACH UNCERTAIN TAX POSITION. THE AMOUNT THAT IS ULTIMATELY SUSTAINED FOR AN INDIVIDUAL UNCERTAIN TAX POSITION OR FOR ALL UNCERTAIN TAX POSITIONS IN THE AGGREGATE COULD DIFFER FROM THE AMOUNT RECOGNIZED. AS OF DECEMBER 31, 2021 MANAGEMENT DID NOT IDENTIFY ANY UNCERTAIN TAX POSITIONS. ANNUAL LUNCH EVENT 472150 472150 3791 472150 472150 3791 3791 -3791 X X X 0 0 0 AHMAD THOMAS CEO 650000 0 150000 0 0 0 8309 0 0 0 808309 0 0 0 BRIAN BRENNAN SR. VP, INVESTORS RELATION 279514 0 0 0 0 0 18371 0 0 0 297885 0 0 0 RILEY ROBBINS SR. VP, TECHNOLOGY & INNOVATION, LEG 228847 0 1000 0 0 0 13222 0 0 0 243069 0 0 0 PETER LEROE-MUNOZ SR. VP, HEALTH & HOUSING 207162 0 1000 0 0 0 22828 0 0 0 230990 0 0 0 MIKE MIELKE PRESIDENT TAX POLICY 204246 0 1000 0 0 0 19735 0 0 0 224981 0 0 0 X ADVERTISING 2 475332 FAIR MARKET VALUE 0 0 0 PART I, COLUMN (B): TWO MEDIA ORGANIZATION CONTRIBUTED ADVERTISING SPACE TO THE GROUP AS OF DECEMBER 31, 2021. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS 63 MEMBERS. FORM 990, PART VI, SECTION A, LINE 7B DECISIONS MADE BY THE GOVERNING BODY ARE SUBJECT TO APPROVAL BY MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S CPA PREPARES AND PROVIDES A DRAFT OF THE FORM 990 TO THE ORGANIZATION'S MANAGEMENT. MANAGEMENT APPROVES THE DRAFT AND DISSEMINATES TO THE BOARD OF DIRECTORS PRIOR TO FILING THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS AN ANNUAL PROCESS FOR THE BOARD OF DIRECTORS TO DISCLOSE ALL INTERESTS IN OTHER COMPANIES AND ORGANIZATIONS TO ENSURE COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE ADVISORY COMMITTEE OF THE BOARD REVIEWS THE CEO'S ANNUAL SALARY. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE UPON REQUEST. PART XII LINE 2C THE ORGANIZATION'S BOARD OF DIRECTORS OVERSEE THE COMPILATION OF THE FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT. THERE HAVE BEEN NO CHANGES FROM PRIOR YEAR. THE SILICON VALLEY LEADERSHIP GROUP FOUNDATION 2001 GATEWAY PLACE SUITE 101E SAN JOSE CA 95110 912140464 RESEARCH AND STUDY RELATED TO GENERAL PUBLIC POLICY ISSUES CA 501(C)(3) 170(B)(1)(A)(VI) N/A 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 1 1 0 SILICON VALLEY LEADERSHIP GROUP FOUNDATION Q 248701 FAIR VALUE SILICON VALLEY LEADERSHIP GROUP FOUNDATION L 36054 FAIR VALUE SILICON VALLEY LEADERSHIP GROUP FOUNDATION N 32957 FAIR VALUE