2019-11-25T15:36:33-06:00 2019-03-31 263789391 WMB2 LLP 101 LARKSPUR LANDING CIR STE 200 LARKSPUR CA 949391750 990 2018-04-01 941498232 SPUR - SAN FRANCISCO BAY AREA PLANNING AND URBAN RESEARCH ASSOCIATION SPUR 4157818726 654 MISSION STREET SAN FRANCISCO CA 94105 ALICIA JOHN-BAPTISTE PRESIDENT AND CEO 4156444888 2019-11-21 1 DAVID D BAILEY P01211131 4159251120 12.222.164.35 2019-11-21 08:36:58 PS P 46C1BC68D37220286BC625A3D7E46D0C5AF9421D 46C1BC68D37220286BC625A3D7E46D0C5AF9421D 2018 2020-03-31 21:24:44Z ALICIA JOHN-BAPTISTE 654 MISSION STREET SAN FRANCISCO CA 94105 7154586 0 X WWW.SPUR.ORG X 1910 CA SPUR PROMOTES GOOD PLANNING AND GOOD GOVERNMENT IN THE SAN FRANCISCO BAY AREA THROUGH RESEARCH, EDUCATION AND ADVOCACY. 115 115 0 20 396546 -30412 7409237 6099338 0 309198 119947 171349 120766 264149 7649950 6844034 0 0 0 0 4203710 4719692 0 0 1068220 2937448 3497383 7141158 8217075 508792 -1373041 20090125 18622256 3309590 3148044 16780535 15474212 SPUR SUPPORTS GOOD PLANNING AND GOOD GOVERNMENT IN THE SAN FRANCISCO BAY AREA THROUGH RESEARCH, EDUCATION AND ADVOCACY. 0 0 6483851 309198 POLICY: SPUR PROVIDES OBJECTIVE ANALYSIS OF THE FOLLOWING SEVEN POLICY AREAS:1)COMMUNITY PLANNING - BUILDING GREAT NEIGHBORHOODS 2)ECONOMIC DEVELOPMENT - LAY THE FOUNDATIONS OF ECONOMIC PROSPERITY - FOR EVERYONE3)GOOD GOVERNMENT - SUPPORT LOCAL GOVERNMENT4)HOUSING - MAKE IT AFFORDABLE TO LIVE HERE5)REGIONAL PLANNING - CONCENTRATE GROWTH INSIDE EXISTING CITIES6)SUSTAINABILITY + RESILIENCE - REDUCE OUR ECOLOGICAL FOOTPRINT AND MAKE OUR CITIES RESILIENT7)TRANSPORTATION - GIVE PEOPLE BETTER WAYS TO WHERE THEY NEED TO GO 6483851 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 51 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 115 115 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X X ALICIA JOHN-BAPTISTE 4157818726 654 MISSION STREET SAN FRANCISCO CA 941054015 GABRIEL METCALF PRESIDENT AND CEO (FORMER) 40.00 X X 387301 0 14029 ALICIA JOHN BAPTISTE PRESIDENT AND CEO (CURRENT) 40.00 X X 231958 0 13311 V FEI TSEN CHAIR 0.00 X X 0 0 0 PANG AU DIRECTOR 0.00 X 0 0 0 PETER BACK DIRECTOR 0.00 X 0 0 0 DAVID BAKER DIRECTOR 0.00 X 0 0 0 W ANDERSON BARNES DIRECTOR 0.00 X 0 0 0 TIFFANY BOHEE DIRECTOR 0.00 X 0 0 0 SUMMER BUNDY DIRECTOR 0.00 X 0 0 0 ANNABEL CHANG DIRECTOR 0.00 X 0 0 0 TILLY CHANG DIRECTOR 0.00 X 0 0 0 CARMEN CHU DIRECTOR 0.00 X 0 0 0 MADELINE CHUN DIRECTOR 0.00 X 0 0 0 CHARMAINE CURTIS DIRECTOR 0.00 X 0 0 0 KIM-MAI CUTLER DIRECTOR 0.00 X 0 0 0 RENA DAVIS DIRECTOR 0.00 X 0 0 0 SHERYL DAVIS DIRECTOR 0.00 X 0 0 0 TAMSEN DREW DIRECTOR 0.00 X 0 0 0 STEPHEN ENGBLOM DIRECTOR 0.00 X 0 0 0 OZ ERICKSON DIRECTOR 0.00 X 0 0 0 DONALD FALK DIRECTOR 0.00 X 0 0 0 TYRA FENNELL DIRECTOR 0.00 X 0 0 0 DIANE FILIPPI DIRECTOR 0.00 X 0 0 0 JEAN FRASER DIRECTOR 0.00 X 0 0 0 ROBERT GAMBLE DIRECTOR 0.00 X 0 0 0 PETER GARZA DIRECTOR 0.00 X 0 0 0 GEOFF GIBBS DIRECTOR 0.00 X 0 0 0 PETER GRUEBELE DIRECTOR 0.00 X 0 0 0 ANNE HALSTED DIRECTOR 0.00 X 0 0 0 ED HARRINGTON DIRECTOR 0.00 X 0 0 0 VINCE HOENIGMAN DIRECTOR 0.00 X 0 0 0 ARIANE HOGAN DIRECTOR 0.00 X 0 0 0 AIDAN HUGHES DIRECTOR 0.00 X 0 0 0 AARON JOHNSON DIRECTOR 0.00 X 0 0 0 GREG JOHNSON DIRECTOR 0.00 X 0 0 0 NICHLOAS JOSEFOWITZ DIRECTOR 0.00 X 0 0 0 SUSAN LEAL DIRECTOR 0.00 X 0 0 0 EELEN LOU DIRECTOR 0.00 X 0 0 0 TERRY MICHEAU DIRECTOR 0.00 X 0 0 0 GEORGE MILLER DIRECTOR 0.00 X 0 0 0 JEANNE MYERSON DIRECTOR 0.00 X 0 0 0 SHANNON PELOQUIN DIRECTOR 0.00 X 0 0 0 RICHARD H PETERSON JR DIRECTOR 0.00 X 0 0 0 REBECCA PROZAN DIRECTOR 0.00 X 0 0 0 DAN SAFIER DIRECTOR 0.00 X 0 0 0 CARL SHANNON DIRECTOR 0.00 X 0 0 0 DOUG SHOEMAKER DIRECTOR 0.00 X 0 0 0 JOE SPEICHER DIRECTOR 0.00 X 0 0 0 TODD STRUMWASSER DIRECTOR 0.00 X 0 0 0 JACK SYLVAN DIRECTOR 0.00 X 0 0 0 LYDIA TAN DIRECTOR 0.00 X 0 0 0 KATY TANG DIRECTOR 0.00 X 0 0 0 ERIC TAO DIRECTOR 0.00 X 0 0 0 FARY TEAGUE DIRECTOR 0.00 X 0 0 0 JEFFREY TILL DIRECTOR 0.00 X 0 0 0 JOAQUIN TORRES DIRECTOR 0.00 X 0 0 0 JEFFREY TUMLIN DIRECTOR 0.00 X 0 0 0 MOLLY TURNER DIRECTOR 0.00 X 0 0 0 FRANCESCA VIETOR DIRECTOR 0.00 X 0 0 0 FRAN WELD DIRECTOR 0.00 X 0 0 0 CYNTHIA WONG DIRECTOR 0.00 X 0 0 0 PAUL WOOLFORD DIRECTOR 0.00 X 0 0 0 LINDSAY BAKER DIRECTOR 0.00 X 0 0 0 FRED BLACKWELL DIRECTOR 0.00 X 0 0 0 DEBORAH BOYER DIRECTOR 0.00 X 0 0 0 DAHLIA CHAZAN DIRECTOR 0.00 X 0 0 0 ANAGHA DANDEKAR CLIFFOR DIRECTOR 0.00 X 0 0 0 GRACE CRUNICAN DIRECTOR 0.00 X 0 0 0 OLIVER CUNNINGHAM DIRECTOR 0.00 X 0 0 0 LYNETTE DIAS DIRECTOR 0.00 X 0 0 0 BRYANT FRANCIS DIRECTOR 0.00 X 0 0 0 MIKE GHIELMETTI DIRECTOR 0.00 X 0 0 0 ADAM GOLDENBERG DIRECTOR 0.00 X 0 0 0 CHRIS IGLESIAS DIRECTOR 0.00 X 0 0 0 MORTEN JENSEN DIRECTOR 0.00 X 0 0 0 WAYNE JORDAN DIRECTOR 0.00 X 0 0 0 ROBERT JOSEPH DIRECTOR 0.00 X 0 0 0 LEWIS KNIGHT DIRECTOR 0.00 X 0 0 0 KEN LOWNEY DIRECTOR 0.00 X 0 0 0 TOMIQUIA MOSS DIRECTOR 0.00 X 0 0 0 ALEXIS PELOSI DIRECTOR 0.00 X 0 0 0 MANAN SHAH DIRECTOR 0.00 X 0 0 0 JOSHUA SIMON DIRECTOR 0.00 X 0 0 0 BILL STOTLER DIRECTOR 0.00 X 0 0 0 RIAZ TAPLIN DIRECTOR 0.00 X 0 0 0 ELNORA WEBB DIRECTOR 0.00 X 0 0 0 ROBERT WILKINS DIRECTOR 0.00 X 0 0 0 JAYE BAILEY CHAIR 0.00 X X 0 0 0 MIKE BANGS DIRECTOR 0.00 X 0 0 0 SETH BLAND DIRECTOR 0.00 X 0 0 0 J RICHARD BRAUGH DIRECTOR 0.00 X 0 0 0 IRENE CHAVEZ DIRECTOR 0.00 X 0 0 0 THANG DO DIRECTOR 0.00 X 0 0 0 SCOTT EKMAN DIRECTOR 0.00 X 0 0 0 JOSUE GARCIA DIRECTOR 0.00 X 0 0 0 JIM GRUBB DIRECTOR 0.00 X 0 0 0 GARRETT HERBERT DIRECTOR 0.00 X 0 0 0 LEYLA HEDAYAT DIRECTOR 0.00 X 0 0 0 DORI YOB KILMER DIRECTOR 0.00 X 0 0 0 RICHARD LONERGAN DIRECTOR 0.00 X 0 0 0 CONNIE MARTINEZ DIRECTOR 0.00 X 0 0 0 DIANNE MCKENNA DIRECTOR 0.00 X 0 0 0 CHRIS NEALE DIRECTOR 0.00 X 0 0 0 KIM WALESH DIRECTOR 0.00 X 0 0 0 NURIA FERNANDEZ DIRECTOR 0.00 X 0 0 0 JONATHAN NOBLE DIRECTOR 0.00 X 0 0 0 ROB STEINBERG DIRECTOR 0.00 X 0 0 0 LYDIA TAN DIRECTOR 0.00 X 0 0 0 JEAN-MARIE WHITE DIRECTOR 0.00 X 0 0 0 MILA ZELKHA DIRECTOR 0.00 X 0 0 0 DANIEL CEDENO DIRECTOR 0.00 X 0 0 0 SHELLEY DORAN DIRECTOR 0.00 X 0 0 0 CAMILLE LLANES-FONTANILLA DIRECTOR 0.00 X 0 0 0 KRISTINA RASPE DIRECTOR 0.00 X 0 0 0 KATE WHITE DIRECTOR 0.00 X 0 0 0 JAMES SALATA DIRECTOR 0.00 X 0 0 0 TIM STEELE DIRECTOR 0.00 X 0 0 0 ADHI NAGRAJ SAN FRANCISCO CITY DIRECTOR 40.00 X 174167 0 13023 ROBERT OGILVIE OAKLAND CITY DIRECTOR 40.00 X 165000 0 15726 TERESA ALVARADO SAN JOSE CITY DIRECTOR 40.00 X 160000 0 14132 HEATHER OLINTO CHIEF DEVELOPMENT OFFICER 40.00 X 147500 0 9155 ALLISON ARIEFF EDITORIAL DIRECTOR 40.00 X 135250 0 7670 1401176 0 87046 7 0 1 0 EATON AND ASSOCIATES 890 COWAN SUITE C BURLINGAME CA 94010 IT CONSULTANT 129475 CARLSON BECK 53RD ST SUITE 838 SAN FRANCISCO CA 94103 EXECUTIVE SEARCH FIRM 114999 CAPPA AND GRAHAM 401 TERRY A FRANCOIS BLVD 200 SAN FRANCISCO CA 94158 FACILITY MANAGEMENT 112552 3 1410704 4688634 6099338 FEE FOR SERVICE 900009 206827 206827 PROGRAM FEES 561499 102371 102371 309198 171349 171349 396546 0 396546 396546 396546 178155 1410704 310552 -132397 -132397 6844034 309198 396546 38952 X 530726 424581 64175 41970 3546111 2796120 261972 488019 361322 285444 28906 46972 281533 222411 22523 36599 7636 7636 1460087 1151865 117418 190804 33510 26473 2681 4356 96726 76414 7738 12574 62051 49020 4964 8067 529220 418083 42338 68799 194058 153305 15525 25228 11670 9219 934 1517 70525 55715 5642 9168 383654 303087 30692 49875 31737 25072 2539 4126 PROGRAM SUPPLIES 224612 177443 17969 29200 PRINTING AND REPRODUCTI 179826 142063 14386 23377 POSTAGE AND SHIPPING 79576 62865 6366 10345 TELEPHONE 59540 47037 4763 7740 72955 57634 5837 9484 8217075 6483851 665004 1068220 354547 142766 2537666 1864229 1612083 1066006 321462 152261 69645 54138 15852927 3973200 12189455 11879727 2991942 3448754 13325 14375 20090125 18622256 416261 330039 74390 38500 2784000 2668000 34939 111505 3309590 3148044 X 12814024 12231643 3224812 2537204 741699 705365 16780535 15474212 20090125 18622256 -1373041 -661 67379 0 X X 0 1 X 1 0 X 6841255 5659729 6482832 7409237 6099338 32492391 6841255 5659729 6482832 7409237 6099338 32492391 32492391 77108 73721 58534 119947 567895 897205 33389596 778927 0.97310 0.94360 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 1 5414 0 0 0 0 5414 0 PART II-B, LINE 1: ONLINE AND PRINTED VOTER GUIDE AND BALLOT ANALYSIS. 0 1577340 6212 136334 1447218 1577340 0.51000 0.48000 0.01000 0 0 3269975 3269975 11334780 2883168 8451612 167124 149612 17512 1081048 940420 140628 11879727 ACCRUED INTEREST 33483 DEFERRED RENT 78022 111505 X 6903116 -661 67379 66718 6836398 7636 7636 6844034 8209439 0 8209439 7636 7636 8217075 PART V, LINE 4: -PATRI FELLOWSHIP INVESTMENT INTEREST IS TO BE USED TO FUND A RESEARCH POSITION IN URBAN DESIGN AND PLANNING. -SPUR ENDOWMENT INCOME IS UNRESTRICTED. PART X, LINE 2: THE ORGANIZATION FOLLOWS ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES RELATING TO THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. ADOPTION OF THESE PROVISIONS DID NOT HAVE ANY IMPACT ON THE ORGANIZATION'S LIABILITY FOR UNRECOGNIZED TAX LIABILITIES. MANAGEMENT BELIEVES THAT THE ORGANIZATION HAS ADEQUATELY ADDRESSED ALL TAX POSITIONS AND THAT THERE ARE NO UNRECORDED TAX LIABILITIES. PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES 7,636. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES 7,636. SILVER SPUR 893497 807567 85930 36848 100074 4095 GOOD GOVERNMENT AWARDS 189634 162334 27300 19542 25109 1411 505728 440803 64925 37181 81767 4525 1588859 1410704 178155 93571 206950 10031 310552 -132397 0 0 0 0 0 0 0 0 0 GABRIEL METCALF PRESIDENT AND CEO (FORMER) 387301 0 0 0 0 0 4625 0 9404 0 401330 0 0 0 ALICIA JOHN BAPTISTE PRESIDENT AND CEO (CURRENT) 231958 0 0 0 0 0 4500 0 8811 0 245269 0 0 0 ADHI NAGRAJ SAN FRANCISCO CITY DIRECTOR 174167 0 0 0 0 0 4625 0 8398 0 187190 0 0 0 ROBERT OGILVIE OAKLAND CITY DIRECTOR 165000 0 0 0 0 0 6125 0 9601 0 180726 0 0 0 TERESA ALVARADO SAN JOSE CITY DIRECTOR 160000 0 0 0 0 0 5125 0 9007 0 174132 0 0 0 HEATHER OLINTO CHIEF DEVELOPMENT OFFICER 147500 0 0 0 0 0 0 0 9155 0 156655 0 0 0 MOLLY TURNER BOARD MEMBER 10000 RESEARCH ON HOMELESSNESS 0 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED BY AN OUTSIDE TAX PROFESSIONAL. THE FORM IS THEN REVIEWED BY THE ORGANIZATION'S MANAGEMENT AND SELECTED MEMBERS OF THE BOARD OF DIRECTORS. THIS GROUP OF INDIVIDUALS THEN DISCUSSES THE CONTENTS OF THE RETURN WITH THE OUTSIDE TAX PROFESSIONAL. AFTER A FULL REVIEW (WITH MODIFICATIONS WHERE NECESSARY), THE FINAL VERSION OF THE TAX RETURN IS PROVIDED TO ALL MEMBERS OF THE ORGANIZATION'S VOTING BODY. A REPRESENTATIVE OF MANAGEMENT SIGNS AND MAILS THE RETURN TO THE DEPARTMENT OF THE TREASURY. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS REVIEWS ALL POTENTIAL CONFLICTS OF INTEREST AT LEAST ANNUALLY. ALL PERSONNEL AND BOARD MEMBERS ARE REQUIRED TO DISCLOSE POTENTIAL CONFLICTS AND ANY RELATED PARTY AFFILIATIONS. LOANS BETWEEN THE ORGANIZATION AND MEMBERS OF MANAGEMENT AND THE BOARD ARE STRICTLY PROHIBITED. THE ORGANIZATION SEEKS FULL TRANSPARENCY ON ALL RELATIONSHIPS. ANY POTENTIAL CONFLICTS (IN FACT OR APPEARANCE) ARE DISCUSSED OPENLY AND RESOLVED IN ACCORDANCE WITH THE ORGANIZATION'S POLICIES AND PROCEDURES. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS REVIEWS THE COMPENSATION OF ALL HIGH-LEVEL PERSONNEL ANNUALLY IN ACCORDANCE WITH IRS RULES AND REGULATIONS. EFFORTS ARE MADE TO SECURE COMPENSATION DATA FROM INDUSTRY SOURCES IN ORDER TO DETERMINE COMPETITIVENESS AND APPROPRIATENESS OF SALARIES. EVERY EFFORT IS MADE TO ENSURE THAT THE PROCESS IS THOROUGH AND TRANSPARENT IN ACCORDANCE WITH IRS GUIDELINES AND THE ORGANIZATION'S POLICIES AND PROCEDURES. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION'S TAX FILINGS ARE STORED IN A SECURE ENVIRONMENT AND HELD AVAILABLE FOR INSPECTION BY TAX AUTHORITIES AND THE GENERAL PUBLIC. TAX RETURNS ARE POSTED ANNUALLY TO WWW.GUIDESTAR.ORG AND ARE ALSO AVAILABLE AT THE ORGANIZATION'S OFFICE IN SAN FRANCISCO, CALIFORNIA. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND AUDITED FINANCIAL STATEMENTS ARE LOCATED IN THE OFFICE OF THE PRESIDENT AND CEO AND ARE AVAILABLE FOR PUBLIC INSPECTION BY APPOINTMENT. FORM 990, PART IX, LINE 11G OTHER CONSULTANTS: PROGRAM SERVICE EXPENSES 1,151,865. MANAGEMENT AND GENERAL EXPENSES 117,418. FUNDRAISING EXPENSES 190,804. TOTAL EXPENSES 1,460,087. FORM 990, PART XII, LINE 2C: THE PROCESS OF THE AUDIT COMMITTEE REVIEWING AND APPROVING THE FORM 990 AND AUDITED FINANCIAL STATEMENTS HAS NOT CHANGED FROM THE PRIOR YEAR.