2020-11-13T17:00:16-06:00 2019-12-31 943108253 NOVOGRADAC & COMPANY LLP 2033 N MAIN STREET SUITE 400 WALNUT CREEK CA 94596 990 2019-01-01 721521579 TRANSFORMCA TRAN 5107403150 560 14TH STREET NO 400 OAKLAND CA 94612 DARNELL GRISBY EXECUTIVE DIRECTOR 5107403150 2020-11-13 1 KEVIN T WILSON P01313212 9259494300 50.206.2.174 2020-11-13 11:22:58 PS P 89F1A76700EA065CFF50D0E8DC87602FC482CDFE 89F1A76700EA065CFF50D0E8DC87602FC482CDFE 2019 2021-01-29 14:40:06Z TRANSFORM DARNELL GRISBY 560 14TH STREET SUITE 400 OAKLAND CA 94612 3352440 0 X WWW.TRANSFORMCA.ORG X 2002 CA TRANSFORM PROMOTES WALKABLE COMMUNITIES WITH EXCELLENT TRANSPORTATION CHOICES TO CONNECT PEOPLE OF ALL INCOMES TO OPPORTUNITY, KEEP CALIFORNIA AFFORDABLE AND HELP SOLVE OUR CLIMATE CRISIS. WITH DIVERSE PARTNERS WE ENGAGE COMMUNITIES IN PLANNING, RUN INNOVATIVE PROGRAMS AND WIN POLICY CHANGE AT THE LOCAL, REGIONAL AND STATE LEVELS. 21 21 37 3 0 0 3025288 3286890 74230 61435 2275 4115 0 0 3101793 3352440 15000 5000 0 0 2071224 2216993 0 0 284046 911395 1001244 2997619 3223237 104174 129203 2127617 2340010 231534 314724 1896083 2025286 X TRANSFORM PROMOTES WALKABLE COMMUNITIES WITH EXCELLENT TRANSPORTATION CHOICES TO CONNECT PEOPLE OF ALL INCOMES TO OPPORTUNITY, KEEP CALIFORNIA AFFORDABLE AND HELP SOLVE OUR CLIMATE CRISIS. WITH DIVERSE PARTNERS WE ENGAGE COMMUNITIES IN PLANNING, RUN INNOVATIVE PROGRAMS AND WIN POLICY CHANGE AT THE LOCAL, REGIONAL AND STATE LEVELS. 0 0 630546 1593 SAFE ROUTES TO SCHOOL -PROVIDES EDUCATION AND ENCOURAGEMENT TO INCREASE THE NUMBER OF CHILDREN WALKING AND BICYCLING SAFELY TO SCHOOL, FOCUSING ON ALAMEDA COUNTY. THE PROGRAM TRAINS PARENTS, SCHOOL LEADERS AND VOLUNTEERS AND WORKS WITH CITY OFFICIALS AND LAW ENFORCEMENT TO IMPROVE SAFETY NEAR SCHOOLS. 447515 43342 MORE HOMES, LESS DRIVING -PILOT PROJECTS, CONDUCT RESEARCH, AND PROVIDE TOOLS TO HELP CITIES, DEVELOPERS, AND COMMUNITY GROUPS ENSURE THAT HOUSING DEVELOPMENT INCLUDES STRATEGIES TO REDUCE TRAFFIC AND GREENHOUSE GAS EMISSIONS AND MAXIMIZE AFFORDABILITY. RAISE PUBLIC AWARENESS OF THE CLIMATE BENEFITS OF AFFORDABLE HOMES NEAR TRANSIT. THIS INCLUDES THE GREENTRIP CERTIFICATION PROGRAM, WHICH RECOGNIZES MULTI-FAMILY DEVELOPMENTS THAT RIGHT-SIZE PARKING AND PROVIDE TRANSPORTATION ALTERNATIVES FOR RESIDENTS. 433353 5000 12500 DISRUPTING INEQUITY -LEAD OUTREACH AND ADVOCACY EFFORTS TO HIGHLIGHT THE NEEDS OF LOW-INCOME RESIDENTS SO THAT SHARED MOBILITY SERVICES ARE ACCESSIBLE, AFFORDABLE, AND FILL THE GAPS IN OUR TRANSPORTATION SYSTEM. PARTNER WITH COMMUNITY-BASED GROUPS TO INCREASE THEIR INPUT AND INFLUENCE OVER NEW MOBILITY PROJECTS AND PROGRAMS IN THEIR NEIGHBORHOODS. 1052200 4000 TRANSPORTATION THAT WORKS - LEAD POLICY ADVOCACY, REGIONAL AND STATEWIDE COALITIONS, AND PUBLIC OUTREACH AND EDUCATION TO MAKE MORE EFFICIENT USE OF TRANSPORTATION DOLLARS, STOP WASTING BILLIONS ON HIGHWAY EXPANSIONS, FUND TRANSIT AND SAFE WALKING AND BIKING, AND PRIORITIZE PROJECTS THAT ADVANCE RACIAL AND ECONOMIC JUSTICE AND REDUCE GREENHOUSE GAS. INCLUDES EQUITABLE ROAD PRICING WORK, BALLOT MEASURE CAMPAIGNS, REGIONAL EXPRESS TRANSIT (REX) NETWORK AND BUS RAPID TRANSIT ADVOCACY, AND MORE. - PROGRAM EXPENSES: $415,725- PROGRAM REVENUE: $0CLIMATE PLAN - BRINGS TOGETHER A COLLABORATION OF ENVIRONMENTAL, PUBLIC HEALTH, SOCIAL EQUITY AND PLANNING ORGANIZATIONS TO ENSURE THAT SMART LAND USE AND SUSTAINABLE TRANSPORTATION ARE KEY COMPONENTS OF CALIFORNIA'S STRATEGY TO REDUCE GREENHOUSE GAS EMISSIONS.- PROGRAM EXPENSES: $330,072- PROGRAM REVENUE: $4,000MOBILITY HUBS - PROVIDES COMMUNITY MOBILITY HUBS THAT INCLUDE SOLAR ELECTRIC VEHICLE (EV) CAR SHARING, E-BIKES, FREE TRANSIT PASSES, AND OTHER TRANSPORTATION BENEFITS TO LOW-INCOME RESIDENTS BASED AT THREE AFFORDABLE HOUSING SITES IN OAKLAND, RICHMOND, AND SAN JOSE.-PROGRAM EXPENSES: $306,403-PROGRAM REVEUNE: $0OTHER PROGRAM SERVICES TOTAL 1052200 4000 2563614 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 46 0 37 1 0 0 0 0 0 0 0 0 0 0 0 0 X 21 21 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X X X RUTA ABRAHAM 5107403150 560 14TH STREET SUITE 400 OAKLAND CA 94612 ANN CHENG INTERIM CO-ED AND CO-PRESIDENT 37.50 X X 98438 0 6786 JO ANN PROMPONGSATORN INTERIM CO-ED AND CO-PRESIDENT 37.50 X X 98880 0 156 FANTA KAMAKATE BOARD CHAIR 1.00 X X 0 0 0 EARL KAING VICE CHAIR 1.00 X X 0 0 0 ALICE CHEN SECRETARY 1.00 X X 0 0 0 STEPHANEY KIPPLE TREASURER 1.00 X X 0 0 0 PAOLO COSULICH-SCHWARTZ MEMBER 1.00 X 0 0 0 MICHELE BEASLEY MEMBER 1.00 X 0 0 0 LAURIE JONES-NEIGHBORS MEMBER 1.00 X 0 0 0 BARNALI GHOSH MEMBER 1.00 X 0 0 0 JAME ERVIN MEMBER 1.00 X 0 0 0 DELAND CHAN MEMBER 1.00 X 0 0 0 RACHEL LU MEMBER 1.00 X 0 0 0 ALEXI PAZA MEMBER 1.00 X 0 0 0 FAHAD QURASHI MEMBER 1.00 X 0 0 0 PEDRO GALVAO MEMBER 1.00 X 0 0 0 SHIREEN MALEKAFZALI MEMBER 1.00 X 0 0 0 CURT JOHANSEN MEMBER 1.00 X 0 0 0 LINDA RHINE MEMBER 1.00 X 0 0 0 197318 0 6942 0 0 0 0 0 1280393 2006497 3286890 FEES FOR SERVICE 541900 61435 61435 61435 4115 4115 3352440 61435 0 4115 X 5000 5000 1872034 1515684 191264 165086 194191 157226 19840 17125 150768 122068 15404 13296 1050 814 236 22428 17392 4483 553 2200 2200 418990 321678 86597 10715 760 760 116835 90315 8854 17666 312102 252692 31887 27523 73691 50946 1377 21368 16279 8026 459 7794 6978 5651 710 617 11719 5516 5602 601 DUES, LICENSES, SERVICE 18212 7646 8864 1702 3223237 2563614 375577 284046 600 600 708291 991456 948167 952232 397147 304180 64057 25760 135915 99221 7484 36694 1871 29088 2127617 2340010 188914 183715 17801 69120 24819 61889 231534 314724 X 473152 420947 1422931 1604339 1896083 2025286 2127617 2340010 129203 0 X X 0 1 X 1 0 X 3478748 2397711 3316768 3025288 3286890 15505405 3478748 2397711 3316768 3025288 3286890 15505405 3532909 11972496 2296 2378 1026 2275 4115 12090 15517495 630529 0.77150 0.77300 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8434 31795 40229 3183008 3223237 311162 77791 0 0 316706 316131 299881 311162 1243880 1865820 36958 52195 71140 40229 200522 79177 79033 74970 77791 310971 466457 13052 27057 10594 8434 59137 135915 99221 36694 36694 ACCRUED RENT PAYABLE 22603 CAPITAL LEASE OBLIGATION 39286 61889 X 3352440 0 3352440 0 3352440 3223237 0 3223237 0 3223237 PART X, LINE 2: TRANSFORM HAS NO UNCERTAIN TAX POSITIONS. THE PREPARATION OF FINANCIAL STATEMENTS IN ACCORDANCE WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRES THE ORGANIZATION TO REPORT INFORMATION REGARDING ITS EXPOSURE TO VARIOUS TAX POSITIONS TAKEN BY THE ORGANIZATION. MANAGEMENT HAS DETERMINED WHETHER ANY TAX POSITIONS HAVE MET THE RECOGNITION THRESHOLD AND HAS MEASURED THE ORGANIZATION'S EXPOSURE TO THOSE TAX POSITIONS. MANAGEMENT BELIEVES THAT THE ORGANIZATION HAS ADEQUATELY ADDRESSED ALL RELEVANT TAX POSITIONS AND THAT THERE ARE NO UNRECORDED TAX LIABILITIES. FEDERAL AND STATE TAX AUTHORITIES GENERALLY HAVE THE RIGHT TO EXAMINE AND AUDIT THE PREVIOUS THREE YEARS OF TAX RETURNS FILED. ANY INTEREST OR PENALTIES ASSESSED TO THE ORGANIZATION ARE RECORDED IN OPERATING EXPENSES. NO INTEREST OR PENALTIES FROM FEDERAL OR STATE TAX AUTHORITIES WERE RECORDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. 1 FOUNDATION FOR REGIONAL TRANSIT PO BOX 60938 PALO ALTO CA 94306 943196927 501(C)(3) 5000 VOICES FOR PUBLIC TRANSPORTATION COALITION 1 PART I, LINE 2: AT THE INITIATION OF A SUBGRANT, TRANSFORM AND THE GRANT RECIPIENT AGREE TO WRITTEN TERMS OUTLINING NARRATIVE AND FINANCIAL REPORTING EXPECTED FROM THE RECIPIENT. THE AGREEMENT MAY ADDITIONALLY SPECIFY OTHER WAYS THAT THE RECIPIENT IS TO PROVIDE UPDATES, SUCH AS PARTICIPATING IN PERIODIC MEETINGS THAT ADVANCE THE PURPOSE OF THE SUBGRANT. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY INTERIM ED, THE ACCOUNTING MANAGER, AND THE MEMBERS OF THE BOARD AUDIT COMMITTEE. THE CHAIR OF THE FINANCE COMMITTEE ALSO HAS AN OPPORTUNITY TO REVIEW THE 990. ONCE THIS GROUP HAS APPROVED THE 990, IT IS GIVEN TO THE ENTIRE BOARD FOR REVIEW BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY WAS ADOPTED BY THE BOARD IN DECEMBER 2008. THERE WAS AN ANNUAL REVIEW BY ALL BOARD MEMBERS IN DECEMBER 2009, AND THIS HAS BEEN DONE SO ANNUALLY THEREAFTER. FORM 990, PART VI, SECTION B, LINE 15A PROCESS FOR DETERMINING THE PRESIDENT'S COMPENSATION: 1) THE DEPUTY DIRECTOR OF ORGANIZATIONAL DEVELOPMENT MAINTAINS CURRENT COPIES OF RECENT NONPROFIT COMPENSATION STUDIES. 2) A COMPENSATION COMPARISON IS DEVELOPED BY THE CONTROLLER OR THE DEPUTY DIRECTOR OF ORGANIZATIONAL DEVELOPMENT AND GIVEN TO THE CHAIR OF THE BOARD AND THE PRESIDENT'S COMPENSATION COMMITTEE. 3) THE COMPENSATION COMMITTEE FOUND THAT NONE OF ITS MEMBERS HAD A CONFLICT OF INTEREST WITH RESPECT TO THE PROPOSED TRANSACTION AND IT APPROVED THE COMPENSATION ARRANGEMENT IN ADVANCE OF THE BOARD MEETING. 4) THE COMPENSATION COMMITTEE RELIED UPON APPROPRIATE DATA PROVIDED BY THE CONTROLLER OR THE DEPUTY DIRECTOR OF ORGANIZATIONAL DEVELOPMENT AS TO COMPARABILITY OF THE COMPENSATION PRIOR TO MAKING ITS DETERMINATION, AS WELL AS INFORMATION FROM THE EVALUATION COMMITTEE ON THE PRESIDENT'S PERFORMANCE FOR THE YEAR; AND 5) THE COMPENSATION COMMITTEE ADEQUATELY DOCUMENTED THE BASIS FOR ITS DETERMINATION CONCURRENTLY WITH MAKING THAT DETERMINATION. 6) PROCESS FOR DETERMINING KEY EMPLOYEE COMPENSATION: THE PRESIDENT USES THE ABOVE STUDIES, IN TANDEM WITH THE DEPUTY DIRECTOR OF ORGANIZATIONAL DEVELOPMENT AND PROGRAM DIRECTORS AS APPROPRIATE, TO DETERMINE KEY EMPLOYEE COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G FEES FOR OUTREACH CONSULTANTS AND ORGANIZATIONAL MANAGEMENT SERVICES: PROGRAM SERVICE EXPENSES 321,678. MANAGEMENT AND GENERAL EXPENSES 86,597. FUNDRAISING EXPENSES 10,715. TOTAL EXPENSES 418,990. FORM 990, PART XII, LINE 2C PROCESS IS UNCHANGED FROM PRIOR YEAR