2020-06-25T11:22:43-05:00 2019-09-30 943108253 NOVOGRADAC & COMPANY LLP 2033 N MAIN STREET SUITE 400 WALNUT CREEK CA 94596 990 2018-10-01 941676747 GREENBELT ALLIANCEPEOPLE FOR OPEN SPACE GREE 4155436771 312 SUTTER STREET NO 402 SAN FRANCISCO CA 94108 AMANDA BROWN-STEVENS EXECUTIVE DIRECTOR 4155436771 2020-06-23 1 KEVIN T WILSON P01313212 9259494252 50.206.2.174 2020-06-23 18:11:13 PD P 89F1A76700EA065CFF50D0E8DC87602FC482CDFE 97F666347C0DEDDF82FEDA318BD68E4B3DDB4161 2018 2021-01-29 14:40:06Z X AMANDA BROWN-STEVENS 312 SUTTER STREET NO 402 SAN FRANCISCO CA 94108 2707826 0 X WWW.GREENBELT.ORG X 1958 CA GREENBELT ALLIANCE IS THE CHAMPION OF THE PLACES THAT MAKE THE BAY AREA SPECIAL. WE DEFEND NATURAL AND AGRICULTURE LANDSCAPES FROM DEVELOPMENT WHILE HELPING CREATE GREAT CITIES AND NEIGHBORHOODS. 32 32 17 41 0 0 1391607 1185271 365704 231760 48642 54730 184069 130740 1990022 1602501 170715 0 0 0 1761714 1410641 0 0 378819 756747 638421 2689176 2049062 -699154 -446561 3136248 2712612 211788 180504 2924460 2532108 GREENBELT ALLIANCE IS THE CHAMPION OF THE PLACES THAT MAKE THE BAY AREA SPECIAL. WE DEFEND NATURAL AND AGRICULTURE LANDSCAPES FROM DEVELOPMENT WHILE HELPING CREATE GREAT CITIES AND NEIGHBORHOODS. 0 0 577632 0 68787 SUCCESSFULLY PROMOTED POLICIES CREATING VIBRANT, ECONOMICALLY AND ENVIRONMENTALLY SUSTAINABLE NEIGHBORHOOD AND PORTECTING OPEN SPACES THROUGHOUT THE SAN FRANCISCO BAY AREA. KEY ACCOMPLISHMENTS INCLUDE:NATURAL LANDSCAPES - PRESERVING AND PORTECTING NATURAL LANDS DESIGNED AS AT-RISK OF DEVELOPMENT BY BRINGING TOGETHER PARTNERS TO DEVELOP A REGIONAL CONSERVATION STRATEGY. 219260 0 22950 SUCCESSFULY PROMOTED POLICIES CREATING VIBRANT, ECONOMICALLY AND ENVIRONMENTALLY SUSTAINABLE NEIGHBORHOODS AND PROTECTING OPEN SPACES THROUGHOUT THE SAN FRANCISCO BAY AREA. KEY ACCOMPLISHMENTS INCLUDE: FARMS AND RANCHES FOREVER - PRESERVING AND PROTECTING THE AGRICULTURAL ALNDS AT RISK OF DEVELOPMENT AND ENSURING THAT OUR REGION CAN SUSTAIN AND SUPPORT GROWERS, RANCHES AND FARMS. 481790 0 62606 SUCCESFULLY PROMOTED POLICIES CREATING VIBRANT, ECONOMICALLY AND ENVIRONMENTALLY SUSTAINABLE NEIGHBORHOODS AND PROTECTING OPEN SPACES THROUGHOUT THE SAN FRANCISCO BAY AREA. KEY ACCOMPLISHMENTS INCLUDE: HOMES & NEIGHBORHOODS - DEVELOPING SUSTAINABLE DEVELOPMENT TO MAKE EXISTING COMMUNITIES THRIVE TO MEET THE VARIED NEEDS OF THE BAY AREA'S DIVERSE POPULATION BY PROVIDING NEW HOMES, WALKABLE STREETS, PARKS, AND OPPORTUNITIES FOR LOCAL BUSINESSES. 1278682 1 1 0 1 0 0 0 0 0 1 1 1 0 0 0 1 1 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 0 0 0 1 0 0 1 17 1 0 0 0 0 0 1 1 0 0 0 0 X 32 32 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 CA X GREENBELT ALLIANCEPEOPLE FOR OPEN SPACE INC 4155436771 312 SUTTER STREET SUITE 402 SAN FRANCISCO CA 94108 LYNNE DEEGAN MCGRAW BOARD CHAIR, EXECUTIVE COMMITTEE, MARKETING & COMM 1.00 X X 0 0 0 ANNE HALSTED BOARD VICE CHAIR, CHAIR HUMAN RESOURCES 1.00 X X 0 0 0 ANU NATARAJAN CHAIR PUBLIC POLICY, EXECUTIVE COMMITTEE 1.00 X 0 0 0 JON HARVEY VICE CHAIR, BOARD AFFAIRS, EXECUTIVE COMMITTEE 1.00 X X 0 0 0 ELLIOT EVERS CHAIR, ADVANCEMENT COMMITTEE, EXECUTIVE COMMITTEE 1.00 X 0 0 0 BOB OXENBURGH CHAIR, FINANCE COMMITTEE, EXECUTIVE COMMITTEE 1.00 X X 0 0 0 MICHELE STRATTON CHAIR, AUDIT COMMITTEE, EXECUTIVE COMMITTEE 1.00 X 0 0 0 ANDY BARNES EXECUTIVE COMMITTEE 1.00 X X 0 0 0 LAUREL PREVETTI VICE CHAIR PUBLIC POLICY, EXECUTIVE COMMITTEE 1.00 X 0 0 0 DAN MARKS EXECUTIVE COMMITTEE 1.00 X X 0 0 0 CRAIG HARTMAN EXECUTIVE COMMITTEE 1.00 X X 0 0 0 TOM BRICKLEY BOARD MEMBER 1.00 X 0 0 0 ROBERT JOHNSON BOARD MEMBER 1.00 X 0 0 0 DANIEL KINGSLEY BOARD MEMBER 1.00 X 0 0 0 LINDA LEZOTTE BOARD MEMBER 1.00 X 0 0 0 SAM LICCARDO BOARD MEMBER 1.00 X 0 0 0 JAKE MACKENZIE BOARD MEMBER 1.00 X 0 0 0 BARBARA PIERCE BOARD MEMBER 1.00 X 0 0 0 DEE SWANHUYSER BOARD MEMBER 1.00 X 0 0 0 LANEY THORNTON BOARD MEMBER 1.00 X 0 0 0 HEATHER WOOTEN BOARD MEMBER 1.00 X 0 0 0 ZOE SIEGEL INTERIM DIR OF FINANCE, DIR OF SPECIAL PROJECTS 37.50 X 5727 0 0 AMANDA BROWN-STEVENS EXECUTIVE DIRECTOR 37.50 X 72613 0 0 LAWRENCE SIMI INTERIM CEO 37.50 X 86195 0 0 JUSTIN PROBERT CFO AND DIRECTOR OF ADMINISTRATION 37.50 X 108477 0 0 MATT VANDER SLUIS DEPUTY DIRECTOR 37.50 X 102678 0 0 AMY HENSON MARKETING AND COMMUNICATIONS DIRECTOR 37.50 X 136454 0 0 512144 0 0 3 0 0 0 0 1185271 1185271 SERVICE FEES 541900 141078 141078 MEMBERSHIP DUES & ASSESSMENTS 713990 90682 90682 231760 54436 54436 1022660 1022366 294 294 294 212985 82959 130026 130026 MISCELLANEOUS INCOME 900099 714 714 714 1602501 232768 0 184462 X 514117 375100 49047 89970 680775 496693 64946 119136 118897 81087 18361 19449 96852 70663 9240 16949 19247 19247 200 200 228585 20101 154015 54469 211500 163330 16995 31175 17276 12029 1771 3476 9870 1877 7993 10471 7567 989 1915 GENERAL & ADMINISTRATIO 84415 29029 22911 32475 TELEPHONE 16540 11806 2156 2578 SUBCONTRACTORS 16200 0 16200 0 WORKERS' COMPENSATION 7553 5510 721 1322 16564 3690 6969 5905 2049062 1278682 391561 378819 1195474 667759 0 109065 26866 26087 120074 93649 200862 200862 0 0 1782034 1798541 11800 17511 3136248 2712612 148538 115399 63250 65105 211788 180504 X 1612328 1218321 254750 256405 1057382 1057382 2924460 2532108 3136248 2712612 -446561 54209 0 X X 0 1 X 1 0 X 2185521 1905814 2086109 1391607 1185271 8754322 492114 507833 650668 703335 444745 2798695 2677635 2413647 2736777 2094942 1630016 11553017 0 0 0 11553017 34581 39052 44598 48642 54730 221603 34581 39052 44598 48642 54730 221603 2712216 2452699 2781375 2143584 1684746 11774620 0.98120 0.98050 0.01880 0.01950 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 267030 274490 284459 825979 1238969 51232 25125 37678 114035 66758 68623 71115 206496 309744 9983 3000 7473 20456 0 1762237 91676 73990 1779923 1696031 153879 87673 1762237 1578490 195847 78306 1696031 1493582 19401 143813 78306 1578490 1507442 67500 -2485 78875 1493582 1 0 165135 165135 0 35727 35727 0 0 VANGUARD INVESTMENT 1798541 F 1798541 X 1739669 54209 82959 137168 1602501 0 1602501 2132021 82959 82959 2049062 0 2049062 PART V, LINE 4: CONTRIBUTIONS RECEIVED BY DONORS WHO HAVE RESTRICTED THEIR DONATIONS TO THE PERMANENT ENDOWMENT ARE ADDED TO THE PERMANENT ENDOWMENT FUND AND FUNDS WILL BE USED AS DESIGNATED BY THE DONORS. IF BEQUESTS ARE NOT RESTRICTED, THE BOARD HAS A POLICY THAT 75% OF SUCH BEQUESTS WILL BE DESIGNATED AS QUASI ENDOWMENT FUNDS, WHICH WILL BE RESTRICTED FOR OPERATIONS AND OTHER USES AS DESIGNATED BY THE BOARD OF DIRECTORS. PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND FROM CALIFORNIA INCOME AND FRANCHISE TAXES UNDER REVENUE AND TAXATION CODE SECTION 23701(D). IN ADDITION, THE ORGANIZATION HAS RECEIVED A RULING FROM THE INTERNAL REVENUE SERVICE THAT IT IS NOT A PRIVATE FOUNDATION. THE ORGANIZATION IS REGISTERED WITH THE REGISTRY OF CHARITABLE TRUSTS OF THE OFFICE OF THE ATTORNEY GENERAL OF THE STATE OF CALIFORNIA. 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 POSITION TAKEN BY THE ORGANZIZATION. THE ORGANIZATION 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. FEDEREAL TAX AUTHORITIES GENERALLY HAVE THE RIGHT TO EXAMINE AND AUDIT THE PREVIOUS THREE YEARS OF TAX RETURNS FILED. CALIFORNIA TAX AUTHORITITES GENERALLY HAVE THE RIGHT TO EXAMINE AND AUDIT THE PREVIOUS FOUR 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, PART XI, LINE 2D - OTHER ADJUSTMENTS: RECLASSIFICATION OF FUNDRAISING EVENTS REVENUE 82,959. THE AMOUNT IS PRESENTED AS CONTRA REVENUE ON THE TAX RETURN AND AS A FUNCTIONAL EXPENSE IN THE AUDITED FINANCIAL STATEMENTS. PART XII, LINE 2D - OTHER ADJUSTMENTS: RECLASSIFICATION OF FUNDRAISING EVENTS EXPENSE 82,959. VARIOUS 212985 212985 82959 1 212985 212985 82959 82959 130026 FORM 990, PART VI, SECTION B, LINE 11B A COPY OF FORM 990 MUST BE REVIEWED BY STAFF AND APPROVED BY BOARD OF DIRECTORS/COMMITTEE. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST STATEMENTS ARE REVIEWED ANUALLY. FORM 990, PART VI, SECTION B, LINE 15 CHIEF EXECUTIVE OFFICER SALARY IS REVIEWED ANNUALLY THROUGH THE FINANCE COMMITTEE AND APPROVAL FROM THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTING: PROGRAM SERVICE EXPENSES 20,101. MANAGEMENT AND GENERAL EXPENSES 154,015. FUNDRAISING EXPENSES 54,469. TOTAL EXPENSES 228,585. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS AN AUDIT COMMITTEE THAT OVERSEES THE REVIEW OF THE AUDIT. THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR.