2020-06-22T16:02:41-05:00 2019-12-31 271155496 ROBERT LEE & ASSOCIATES LLP 999 W TAYLOR STREET SAN JOSE CA 95126 990 2019-01-01 942460352 THE SILICON VALLEY LEADERSHIP GROUP SILI 4085017864 2001 GATEWAY PLACE NO 101E SAN JOSE CA 95110 CARL GUARDINO CEO 4085017864 2020-06-08 1 JESSICA CASSINELLI P01976621 4088556770 64.62.180.2 2020-06-08 18:20:38 PD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 FD2D8D7C97317CA769409C76C295A9F44AD1DDCC 2019 2020-11-06 18:47:13Z CARL GUARDINO 2001 GATEWAY PLACE NO 101E SAN JOSE CA 95110 6135552 0 X WWW.SVLG.ORG X 1977 CA TO IMPROVE THE GENERAL BUSINESS CONDITIONS AND QUALITY OF LIFE IN AND AROUND SILICON VALLEY. 62 61 37 1650 0 0 1123456 1200672 4528973 4647530 2231 2423 75422 157800 5730082 6008425 0 0 0 0 3881540 3778585 0 0 0 1733000 1895015 5614540 5673600 115542 334825 3302699 4073503 832096 1268075 2470603 2805428 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 TRANSPORTATIONFASTER BAY AREA RESEARCH, OUTREACH AND ANALYSIS. THE LEADERSHIP GROUP PARTNERED WITH THE BAY AREA COUNCIL AND SPUR TO WORK ON THE INITIAL PHASES OF A POTENTIAL NINE-COUNTY EFFORT TO RAISE FUNDS TO BUILD AND OPERATE A WORLD-CLASS, SEAMLESS INTEGRATED TRANSIT SYSTEM THROUGHOUT THE BAY AREA TO BETTER SERVE THE TRANSIT-DEPENDENT AND TO HELP LURE CHOICE RIDERS OUT OF THEIR CARS. THE EFFORT INCLUDED OUTREACH TO STAKEHOLDERS TO DETERMINE WHAT COMBINATION OF TRANSPORTATION IMPROVEMENTS AND POLICY EFFORTS WOULD HELP TO BUILD AN EFFECTIVE, CONNECTED NETWORK; PUBLIC MEETINGS TO DISCUSS TRANSIT NEEDS IN VARIOUS COMMUNITIES THROUGHOUT THE BAY AREA AS WELL AS POLLING AND SURVEYS TO DETERMINE WHAT THE PUBLIC BELIEVES THE BAY AREA TRANSFORMATIONAL TRANSPORTATION EFFORT SHOULD INCLUDE. HOUSING & COMMUNITY DEVELOPMENTTHE HOUSING AND COMMUNITY DEVELOPMENT TEAM WAS PROUD OF ACCOMPLISHMENTS ON MANY POLICY AND COMMUNITY FRONTS. WE STARTED THE YEAR BY HOSTING OUR ANNUAL HOUSING SOLUTIONS FORUM IN JANUARY, BRINGING TOGETHER 200 ELECTED, NON-PROFIT, AND BUSINESS LEADERS TO ADDRESS THE ISSUES AROUND CREATING SUSTAINABLE AND AFFORDABLE HOMES FOR OUR REGION. BUILDING ON THIS WORK THE LEADERSHIP GROUP HOUSING COMMITTEE PARTICIPATED IN PLANNING AND DEVELOPMENT PROCESSES IN SILICON VALLEY CITIES INCLUDING THE ENDORSEMENT OF 13 HOME DEVELOPMENTS THAT INCLUDED OVER 7,000 NEW HOMES, MANY OF THEM AFFORDABLE. FINALLY, WE ADVOCATED FOR AND ENDORSED THREE BILLS IN THE LEGISLATURE THAT WERE SIGNED BY THE GOVERNOR THAT STREAMLINED MISSING MIDDLE AND AFFORDABLE HOUSING IN ADDITION TO PROTECTING RENTERS IN CALIFORNIA. EDUCATION & WORKFORCE DEVELOPMENTTHE TOP GOAL OF THE EDUCATION AND WORKFORCE DEVELOPMENT PORTFOLIO IS TO DIVERSIFY THE STEM PIPELINE THROUGH QUALITY STEM EDUCATION. IN 2019, THE EDUCATION AND WORKFORCE DEVELOPMENT PORTFOLIO HAD SEVERAL POLICY WINS, INCLUDING BUDGET ALLOCATIONS OF $10M DOLLARS FOR A STATEWIDE CRADLE-TO-CAREER DATA SYSTEM, AND $7.5M TO EXPAND BROADBAND ACCESS IN SCHOOLS. IN 2019, WE SERVED 210 HISTORICALLY UNDERSERVED MIDDLE SCHOOL STUDENTS AT OUR YOUNG WOMEN'S LEADERSHIP SUMMIT, AND ALSO LAUNCHED THE SAN JOSE STUDENT INSPIRATION SERIES, WHICH SERVED 230 HIGH SCHOOL STUDENTS FROM ACROSS SAN JOSE IN ITS FIRST TWO EVENTS ALONE. THROUGH OUR CC2C PROGRAM, WE ALSO FACILITATED WORK-BASED LEARNING OPPORTUNITIES FOR 685 BAY AREA COMMUNITY COLLEGE STUDENTS. ENERGY1) OPPOSE AB 56 (E. GARCIA) - THIS PROPOSAL WOULD HAVE CREATED A CENTRAL PROCUREMENT ENTITY IN THE STATE FOR ENERGY PURCHASES, CROWDING OUT THE DIRECT ACCESS MARKET AND REDUCING THE USE OF DISTRIBUTED ENERGY RESOURCES. LEADERSHIP GROUP OPPOSITION HELPED DEFEAT THE PROPOSAL AT THE LEGISLATURE FOR THIS TIME.2) SUPPORT AB 784 (MULLIN) - THIS LEGISLATION SUCCESSFULLY EXEMPTED PURCHASE OF ZERO-EMISSION BUSES FROM THE STATE PORTION OF THE SALES TAX FOR FOUR YEARS. LEADERSHIP GROUP SUPPORT HELPED THIS PROPOSAL BECOME LAW.ENVIRONMENTSAFE AND AFFORDABLE DRINKING WATER: AB 217 (E. GARCIA) AND SB 200 (MONNING) THE LEADERSHIP GROUP WORKED WITH A DIVERSE STATEWIDE COALITION OF ORGANIZATIONS ON MEDIA AND LEGISLATIVE ENGAGEMENT RELATED TO CLEAN DRINKING WATER BILLS. AB 217 AND SB 200 SERVED TO ESTABLISH A DEDICATED, ONGOING FUNDING SOURCE AND REPOSITORY FOR FUNDS TO SUPPORT DRINKING WATER PROGRAMS AND PROJECTS IN CALIFORNIA. SB 200 WAS ULTIMATELY THE BILL, BETWEEN THE TWO, THAT ADVANCED THROUGH THE LEGISLATURE AND ACHIEVED THIS OUTCOME. THE LEGISLATION WILL HELP ENSURE THAT ALL COMMUNITIES IN OUR REGION AND THE STATE HAVE ACCESS TO WATER THAT IS AFFORDABLE AND SAFE TO DRINK. THE GOVERNOR SIGNED SB 200.HEALTH POLICYAB 2517 (WOOD & ARAMBULA). THE ESTABLISHMENT OF AN ADVISORY PANEL WAS INTRODUCED AS A BILL AND WAS ULTIMATELY FUNDED IN THE STATE BUDGET. THE LEADERSHIP GROUP ADVOCATED FOR A PACKAGE OF HEALTH REFORM BILLS TO INCREASE ACCESS TO CARE AND SOUGHT A COMPROMISE THAT WOULD IDENTIFY ALTERNATIVES TO A COSTLY SINGLE PAYER HEALTH CARE PROPOSAL. THE ADVISORY PANEL IS A CRITICAL STEP IN CRAFTING EFFECTIVE, SUSTAINABLE POLICY THAT CAN STABILIZE THE HEALTH CARE MARKET AND PROVIDE UNIVERSAL ACCESS TO QUALITY CARE.TAX POLICY: S.B 468 (JACKSON) TAX EXPENDITURE REVIEW BOARDTHE LEADERSHIP GROUP JOINED A COALITION IN OPPOSITION TO THE BILL AND SENT A LETTER TO THE GOVERNOR REQUESTING HIS VETO. THE BILL WOULD HAVE CREATED A TAX EXPENDITURE REVIEW BOARD THAT WOULD HAVE REQUIRED THE BOARD TO EVALUATE SOME KEY BUSINESS INCENTIVES, SUCH AS THE R&D CREDIT, BASED ON INAPPROPRIATE CRITERIA. THIS BILL COULD HAVE LED TO A SIGNIFICANT BUSINESS TAX INCREASE. THE BILL PASSED THE LEGISLATURE, BUT WAS VETOED BY GOVERNOR NEWSOM.TECH & INNOVATIONSCIENTIFIC RESEARCH FUNDING. ADVOCATED FOR INCREASED RESEARCH FUNDING WITH TEN CONGRESSIONAL AND SENATE REPRESENTATIVES. SAW BUDGET INCREASES FOR NATIONAL RESEARCH AND DEVELOPMENT.DATA PRIVACY. SUCCESSFULLY OPPOSED STATE BILLS AB 1760 AND SB 561, BOTH OF WHICH WOULD HAVE EXPANDED THE SCOPE OF THE CA CONSUMER PRIVACY ACT. LABOR RECLASSIFICATION. ACTIVELY OPPOSED EXTENDING AB 5 LABOR DESIGNATION TO ON-DEMAND WORKERS. VISIBLE MEDIA PRESENCE: DRAFTED OPED PUBLISHED IN THE SACRAMENTO BEE, AND INTERVIEWS WERE CONDUCTED BY THE SAN FRANCISCO CHRONICLE.GLOBAL COMPETITIVENESS: TRADE AND IMMIGRATION. PUBLISHED TWO OPEDS REGARDING THE US-CHINA TARIFFS. CONDUCTED INTERVIEWS ON H-1B VISAS WITH LOCAL NEWS MEDIA. 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 16 0 37 1 0 0 0 0 0 0 0 0 0 0 X 62 61 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 NO 101E SAN JOSE CA 95110 CARL GUARDINO PRESIDENT & CEO 40.00 X X 877586 0 12500 STEPHEN MILLIGAN CHAIR 0.50 X X 0 0 0 JAMES GUTIERREZ VICE CHAIR 0.50 X X 0 0 0 RAQUEL GONZALEZ TREASURER 0.50 X X 0 0 0 ROBERT HOFFMAN BOARD MEMBER 0.25 X 0 0 0 BEN MINICUCCI BOARD MEMBER 0.25 X 0 0 0 VINTAGE FOSTER BOARD MEMBER 0.25 X 0 0 0 RHONDA JOHNSON BOARD MEMBER 0.25 X 0 0 0 AIDAN HUGHES BOARD MEMBER 0.25 X 0 0 0 SHARON RYAN BOARD MEMBER 0.25 X 0 0 0 PUNEET SARIN BOARD MEMBER 0.25 X 0 0 0 DON ANTONUCCI BOARD MEMBER 0.25 X 0 0 0 MATT MAHAN BOARD MEMBER 0.25 X 0 0 0 JOHN GAUDER BOARD MEMBER 0.25 X 0 0 0 KIM POLESE BOARD MEMBER 0.25 X 0 0 0 DAWNET BEVERLEY BOARD MEMBER 0.25 X 0 0 0 TRAVIS KIYOTA BOARD MEMBER 0.25 X 0 0 0 DAVID CHUN BOARD MEMBER 0.25 X 0 0 0 IBI KRUKRUBO BOARD MEMBER 0.25 X 0 0 0 JUDY MINER BOARD MEMBER 0.25 X 0 0 0 CARLA BORAGNO BOARD MEMBER 0.25 X 0 0 0 KEN GOLDMAN BOARD MEMBER 0.25 X 0 0 0 ENRIQUE LORES BOARD MEMBER 0.25 X 0 0 0 LAURA GUIO BOARD MEMBER 0.25 X 0 0 0 THOMAS FALLON BOARD MEMBER 0.25 X 0 0 0 GARY GUTHART BOARD MEMBER 0.25 X 0 0 0 DARREN SNELLGROVE BOARD MEMBER 0.25 X 0 0 0 CHRIS BOYD BOARD MEMBER 0.25 X 0 0 0 BOBBY BELL BOARD MEMBER 0.25 X 0 0 0 LISA DANIELS BOARD MEMBER 0.25 X 0 0 0 MICHAEL ISIP BOARD MEMBER 0.25 X 0 0 0 JULIA HU BOARD MEMBER 0.25 X 0 0 0 DOUG GRAHAM BOARD MEMBER 0.25 X 0 0 0 ALAN LOWE BOARD MEMBER 0.25 X 0 0 0 ERIC KUTCHER BOARD MEMBER 0.25 X 0 0 0 JEFFREY THOMAS BOARD MEMBER 0.25 X 0 0 0 STEFAN HECK BOARD MEMBER 0.25 X 0 0 0 STACY OWEN BOARD MEMBER 0.25 X 0 0 0 TARKAN MANER BOARD MEMBER 0.25 X 0 0 0 ELIZABETH VILARDO BOARD MEMBER 0.25 X 0 0 0 VICKI HUFF ECKERT BOARD MEMBER 0.25 X 0 0 0 JOE BURTON BOARD MEMBER 0.25 X 0 0 0 RYAN POPPLE BOARD MEMBER 0.25 X 0 0 0 TOMI RYBA BOARD MEMBER 0.25 X 0 0 0 JED YORK BOARD MEMBER 0.25 X 0 0 0 MARY HUSS BOARD MEMBER 0.25 X 0 0 0 WILLIAM NAGEL BOARD MEMBER 0.25 X 0 0 0 MARY PAPAZIAN BOARD MEMBER 0.25 X 0 0 0 FATHER KEVIN O'BRIEN BOARD MEMBER 0.25 X 0 0 0 GREG BECKER BOARD MEMBER 0.25 X 0 0 0 BRENT LADD BOARD MEMBER 0.25 X 0 0 0 TOM WERNER BOARD MEMBER 0.25 X 0 0 0 DENNIS POLK BOARD MEMBER 0.25 X 0 0 0 AART DE GEUS BOARD MEMBER 0.25 X 0 0 0 STEVEN BERGLUND BOARD MEMBER 0.25 X 0 0 0 JANET LAMKIN BOARD MEMBER 0.25 X 0 0 0 CYNTHIA LARIVE BOARD MEMBER 0.25 X 0 0 0 RUDY REYES BOARD MEMBER 0.25 X 0 0 0 RAO MULPURI BOARD MEMBER 0.25 X 0 0 0 JES PEDERSEN BOARD MEMBER 0.25 X 0 0 0 ERIC HOUSER BOARD MEMBER 0.25 X 0 0 0 ERIC YUAN BOARD MEMBER 0.25 X 0 0 0 877586 0 12500 1 0 1 0 0 625288 575384 575384 1200672 MEMBERSHIP DUES 900099 2882078 2882078 MISC. SPECIAL PROJECTS 900099 1628105 1628105 OTHER PROJECT INCOME 900099 137347 137347 4647530 2423 2423 127127 625288 127127 0 THIRD-PARTY REIMBURSEM 900099 156500 156500 HONORARIUM 900099 1300 1300 157800 6008425 4805330 0 2423 890086 2436273 89792 145872 216562 5745 210599 670940 175274 298346 83970 18837 25652 18554 SPECIAL PROJECT EXPENSE 293813 ADVOCACY FIRM 79311 BANK SERVICE CHARGES 7291 OTHER EXPENSES 6683 5673600 206525 438243 2304446 2799659 513842 458918 665 3492 294355 182755 69764 111600 185957 244091 21500 17500 3302699 4073503 287069 303873 359071 720111 185956 244091 832096 1268075 X 2288776 2343862 181827 461566 2470603 2805428 3302699 4073503 334825 0 X X 1 X 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 1 3507367 79311 -120323 -41012 526105 -567117 88421 68345 20076 169712 78360 91352 36222 36050 172 111600 DEFERRED COMPENSATION 244091 244091 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, 2019 MANAGEMENT DID NOT IDENTIFY ANY UNCERTAIN TAX POSITIONS. ANNUAL LUNCH EVENT 752415 625288 127127 7223 71351 48553 752415 625288 127127 7223 71351 48553 127127 0 X X X 0 0 0 CARL GUARDINO PRESIDENT & CEO 542090 0 323496 0 12000 0 12500 0 0 0 890086 0 0 0 X ADVERTISING 2 670940 FAIR MARKET VALUE X AIRLINE TICKETS 2 33500 FAIR MARKET VALUE 0 0 0 PART I, COLUMN (B): TWO AIRLINES CONTRIBUTED AIRLINE TICKETS AND TWO MEDIA ORGANIZATION CONTRIBUTED ADVERTISING SPACE TO THE GROUP AS OF DECEMBER 31, 2019. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS 62 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 156500 FAIR VALUE SILICON VALLEY LEADERSHIP GROUP FOUNDATION L 101695 FAIR VALUE SILICON VALLEY LEADERSHIP GROUP FOUNDATION N 27362 FAIR VALUE