2021-12-09T10:21:52-06:00 2021-06-30 111986323 MARCUM LLP 1899 L STREET NW SUITE 850 WASHINGTON DC 20036 990 2020-07-01 943159152 UNION SQUARE BUSINESS IMPROVEMENT DISTRICT UNIO 4157817880 291 GEARY STREET NO 200 SAN FRANCISCO CA 94102 MARISA RODRIGUEZ EXECUTIVE DIRECTOR 4157817880 2021-12-09 1 MARISA RODRIGUEZ 999009999 FRANK H SMITH P00639053 2022274000 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z X UNION SQUARE ALLIANCE MARISA RODRIGUEZ 291 GEARY STREET NO 200 SAN FRANCISCO CA 94102 6633397 0 X WWW.VISITUNIONSQUARESF.COM X 1994 CA SERVES MEMBERS AND CREATES A HIGH QUALITY VISITOR EXPERIENCE. 23 23 12 98 0 0 69965 207034 6331957 6425463 17454 900 0 0 6419376 6633397 0 0 0 0 1128332 1167650 0 0 76198 4803079 5520568 5931411 6688218 487965 -54821 3062762 3263028 783224 1038738 2279538 2224290 X THE UNION SQUARE ALLIANCE SERVES MEMBERS AND CREATES A HIGH QUALITY VISITOR EXPERIENCE BY MANAGING AND ACTIVATING PUBLIC SPACES, ATTRACTING NEW INVESTMENT AND ADVOCATING FOR THE DISTRICT'S FUTURE SUCCESS. 0 0 4273089 4464808 CLEAN & SAFE SERVICES:THE UNION SQUARE ALLIANCE (ALLIANCE) PROPOSES TO ENHANCE THE EXPERIENCE OF VISITORS TO THE AREA BY PROVIDING CLEAN AND SAFE SERVICES. CLEANING SERVICES INCLUDE MAINTENANCE WORKERS PROVIDING DAILY REFUSE PICKUP, SIDEWALK SWEEPING, PRESSURE WASHING ALL SIDEWALKS, TRASH RECEPTACLE CONTROL, GRAFFITI REMOVAL AND ILLEGAL DUMPING ABATEMENT. SAFE SERVICES INCLUDE HIRING OF SFPD OFFICERS EACH DAY AND SAFETY AND HOSPITALITY AMBASSADORS TO PATROL THE AREA AND HELP VISITORS. THE ALLIANCE ALSO TRAINS AMBASSADORS IN SOCIAL SERVICES TO DIRECT THOSE IN NEED TO CITY SERVICES AND RESOURCES. 999547 719716 PUBLIC REALM IMPROVEMENTS, MARKETING & EVENTS, ADVOCACY: PUBLIC REALM PROGRAMS INCLUDE IMPROVEMENTS LIKE LANDSCAPING, SIGNAGE, LIGHTING, HOLIDAY DECOR AND ACTIVATING PUBLIC SPACE. ADVOCACY INCLUDES PROMOTING A CLEAN, SAFE AND VIBRANT DISTRICT TO ASSURE A GOOD EXPERIENCE FOR THE VISITORS, RESIDENTS AND EMPLOYEES. ADVOCACY GIVES THE DISTRICT A SINGLE VOICE IN MATTERS THAT MAY AFFECT THE MEMBERS. MARKETING INCLUDES PRODUCTION OF WEBSITE AND SOCIAL MEDIA PAGES FOR VISITORS, RESIDENTS AND MEMBERS, PRODUCTION OF WELCOME KITS AND COLLATERAL FOR MERCHANTS AND MEMBERS, GUIDES AND MAPS OF THE DISTRICT, SPECIAL EVENTS AND CAMPAIGNS TO DRAW VISITORS TO THE AREA. 349678 116754 SECURITY CAMERA:THE ALLIANCE MAINTAINS AND OPERATES A LARGE NETWORK OF APPROXIMATELY 430 SECURITY CAMERAS IN THE PUBLIC REALM AND TO PROVIDE AFTER THE FACT VIDEO RETRIEVAL SERVICES FOR LAW ENFORCEMENT AND OTHERS. THE CAMERAS ARE MONITORED DURING THE OVERNIGHT HOURS TO HELP WITH CRIME PREVENTION. 228443 254981 UNION SQUARE PARK: STARTING IN SEPTEMBER 2020, THE ALLIANCE PROVIDED SCHEDULED CLEANING AND SECURITY SERVICES TO UNION SQUARE PARK. IN ADDITION, THE ALLIANCE PROVIDED EVENT SETUP AND ASSISTANCE FOR GROUPS HOLDING EVENTS IN THE PARK AS WELL AS PROVIDED REGULAR PROGRAMMING IN THE PARK. 228443 254981 5850757 0 1 0 1 0 0 0 0 0 1 0 0 0 1 1 1 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 1 1 1 0 1 16 0 1 12 1 0 0 0 0 0 0 0 0 X 23 23 1 0 1 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X BENJAMIN HORNE DEPUTY DIRECTOR 4157817880 291 GEARY STREET NO 200 SAN FRANCISCO CA 94102 KARIN FLOOD EXECUTIVE DIRECTOR 40.00 X 242338 0 20710 BENJAMIN HORNE DEPUTY DIRECTOR 40.00 X 214145 0 18108 CHRIS BOSS DIRECTOR OF SERVICES 40.00 X 130582 0 11411 WES TYLER BOARD PRESIDENT 8.00 X X 0 0 0 JULIE TAYLOR BOARD TREASURER 8.00 X X 0 0 0 MARK PURDY BOARD SECRETARY 8.00 X X 0 0 0 CAMMY BLACKSTONE DIRECTOR 4.00 X 0 0 0 STEPHEN BRETT DIRECTOR 4.00 X 0 0 0 JORDAN BUCKLEY DIRECTOR 4.00 X 0 0 0 MATTHEW COLEMAN DIRECTOR - UNTIL 04/2021 4.00 X 0 0 0 J TIMOTHY FALVEY DIRECTOR 4.00 2.00 X 0 0 0 PHIL GINSBURG DIRECTOR 4.00 X 0 0 0 LEAH HEIL DIRECTOR - UNTIL 12/2020 4.00 X 0 0 0 SHIRLEY HOWARD-JOHNSON DIRECTOR 4.00 2.00 X 0 0 0 EVAN J KAISER DIRECTOR 4.00 X 0 0 0 RUSSELL D KEIL JR DIRECTOR 4.00 X 0 0 0 DAVID LEWIN DIRECTOR 4.00 X 0 0 0 TERRY LEWIS DIRECTOR 4.00 X 0 0 0 CORINNA LUEBBE DIRECTOR 4.00 X 0 0 0 MARCUS MIRT DIRECTOR 4.00 X 0 0 0 ERIK MURRAY DIRECTOR 4.00 X 0 0 0 MAXINE PAPADAKIS DIRECTOR 4.00 X 0 0 0 MIKE PETRICCA DIRECTOR 4.00 X 0 0 0 KELLY POWERS DIRECTOR 4.00 2.00 X 0 0 0 JAMES SANGIACOMO DIRECTOR 4.00 X 0 0 0 SPENCER SECHLER DIRECTOR - UNTIL 07/2020 4.00 X 0 0 0 JUDITH SHAHVAR DIRECTOR 4.00 X 0 0 0 MARK SULLIVAN DIRECTOR 4.00 X 0 0 0 DON THOMAS DIRECTOR 4.00 X 0 0 0 EUAN TAYLOR DIRECTOR - UNTIL 04/2021 4.00 X 0 0 0 587065 0 50229 3 0 1 0 MYDATT SERVICES INC DBA BLOCK BY BLOCK PO BOX 643873 CINCINNATI OH 45264 CLEAN AND SAFE SERVICES PROVIDER 3962960 APPLIED VIDEO SOLUTIONS INC 2601 MISSION STREET 401 SF CA 94110 SECURITY CAMERA INSTALL. & MAINT. 344615 LEGION CORPORATION 181 OFARRELL STREET SUITE 506 SAN FRANCISCO CA 94102 SECURITY SERVICES 293496 THE CHRISTMAS LIGHT PROS OF SF 526 ROBIN DRIVE CORTE MADERA CA 94925 HOLIDAY LIGHTS AND DCOR INSTALLATION 131121 4 191365 15669 420 207034 ASSESSMENT REVENUE 531390 6022492 6022492 CONTRACT REVENUE 900099 265163 265163 PROGRAM & ADMIN SERV. 900099 114270 114270 SPONSORSHIPS 900099 23538 23538 6425463 900 900 6633397 6401925 0 24438 507987 181676 289182 37129 538854 389109 131782 17963 53004 34124 16619 2261 67805 40060 24364 3381 66297 33147 33150 33596 16739 16737 120 201268 99787 95481 6000 181312 181312 10254 4797 5457 233637 156820 71777 5040 14816 14816 48150 38656 8050 1444 3776 3776 181926 177135 4431 360 50634 4000 44134 2500 MAINTENANCE & CLEANING 1563287 1563287 AMBASSADORS & DISPATCH 1307736 1307736 10B/PRIVATE SECURITY 809016 809016 MGMT & SUPV 327484 327484 487379 485872 1507 6688218 5850757 761263 76198 0 259857 2354990 2200218 117369 198310 266563 140867 2102970 1663473 312758 439497 11082 24279 3062762 3263028 641329 723379 8305 3000 133590 300629 0 11730 783224 1038738 X 2200303 2224290 79235 0 2279538 2224290 3062762 3263028 -54821 -427 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 1995081 1588022 407059 107889 75451 32438 439497 DEFERRED RENT 11730 11730 X 6984286 -427 351316 350889 6633397 0 6633397 7039534 351316 351316 6688218 0 6688218 PART X, LINE 2: THE ALLIANCE'S EVALUATION ON JUNE 30, 2021, REVEALED NO TAX POSITIONS THAT WOULD HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENTS. AS OF JUNE 30, 2021, THERE WAS NO ACCRUAL FOR INTEREST OR PENALTIES. X X X 0 0 0 0 0 0 0 1 0 KARIN FLOOD EXECUTIVE DIRECTOR 213958 0 28380 0 0 0 0 0 20710 0 263048 0 0 0 BENJAMIN HORNE DEPUTY DIRECTOR 190385 0 23760 0 0 0 0 0 18108 0 232253 0 0 0 PART I, LINE 7 DURING THE CALENDAR YEAR ENDED DECEMBER 31, 2020, KARIN FLOOD, EXECUTIVE DIRECTOR, BENJAMIN HORNE, DEPUTY DIRECTOR, AND CHRIS BOSS, DIRECTOR OF SERVICES, RECIEVED NON-FIXED BONUSES THAT WERE BASED ON APPRASIAL OF THEIR PERFORMANCES. FORM 990, PART VI, SECTION A, LINE 2 JULIE TAYLOR, BOARD MEMBER, HAD A BUSINESS RELATIONSHIP WITH SEVERAL OTHER BOARD MEMBERS AND THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION A, LINE 4 BYLAWS WERE UPDATED TO ADD EXECUTIVE COMMITTEE AS WELL AS ADD THE POSITION OF VICE PRESIDENT TO THE OFFICERS AND OTHER UPDATES TO BRING THEM CURRENT. FORM 990, PART VI, SECTION A, LINE 6 THE PROPERTY OWNERS IN THE DISTRICT ARE MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A PROPERTY OWNERS GET TO VOTE ON THE ELECTION OF BOARD MEMBERS. FORM 990, PART VI, SECTION A, LINE 7B THE MEMBERS SHALL HAVE THE RIGHT TO VOTE, ON THE ELECTION OF DIRECTORS, ON ANY MERGER AND ITS PRINCIPAL TERMS AND ANY AMENDMENT OF THOSE TERMS, AND ON ANY ELECTION TO DISSOLVE THE CORPORATION. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE REVIEWS A DRAFT OF THE FEDERAL FORM 990. THE FINANCE COMMITTEE THEN PRESENTS THE DRAFT 990 COPY TO THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO BOARD MEETING AND MAKES COPIES AVAILABLE AT THE BOARD MEETING. THE BOARD OF DIRECTORS VOTES TO APPROVE THE 990 BEFORE FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR ALL BOARD MEMBERS ARE REQUIRED TO REVIEW AND UPDATE THEIR CONFLICT OF INTEREST FORMS AND LIST ANY CONFLICTS. BOARD MEMBERS THEN RECUSE THEMSELVES IN VOTES OR DISCUSSIONS WHERE THEY MAY HAVE A CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE REVIEWS THE SALARY OF THE EXECUTIVE DIRECTOR AND STAFF OF THE ORGANIZATION EACH YEAR AND COMPARES SALARIES TO SALARY SURVEY INFORMATION AND PUBLICLY AVAILABLE SALARY DATA AND ADJUSTS SALARIES AS NECESSARY. FORM 990, PART VI, SECTION C, LINE 19 ALL ORGANIZATION POLICIES ARE AVAILABLE TO THE PUBLIC UPON REQUEST. UNION SQUARE FOUNDATION 291 GEARY STREET SUITE 200 SAN FRANCISCO CA 94102 822194802 ADVANCING THE VITALITY OF THE UNION SQUARE AREA CA 501(C)(3) LINE 7 UNION SQUARE ALLIANCE 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 1 0 0 UNION SQUARE FOUNDATION L 114270 FMV