2019-08-13T12:10:17-05:00 2018-12-31 271155496 ROBERT LEE & ASSOCIATES LLP 999 W TAYLOR STREET SAN JOSE CA 95126 990 2018-01-01 942460352 THE SILICON VALLEY LEADERSHIP GROUP SILI 4085017864 2001 GATEWAY PLACE NO 101E SAN JOSE CA 95110 CARL GUARDINO CEO 4085017864 2019-07-15 1 JESSICA CASSINELLI P01976621 4088556770 64.62.180.2 2019-07-15 11:40:51 PD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 FD2D8D7C97317CA769409C76C295A9F44AD1DDCC 2018 2019-02-21 02:37:17Z CARL GUARDINO 2001 GATEWAY PLACE NO 101E SAN JOSE CA 95110 5834943 0 X WWW.SVLG.ORG X 1977 CA TO IMPROVE THE GENERAL BUSINESS CONDITIONS AND QUALITY OF LIFE IN AND AROUND SILICON VALLEY. 56 55 36 1600 0 0 1047860 1123456 4047646 4528973 2122 2231 95257 75422 5192885 5730082 0 0 0 0 3493238 3881540 0 0 0 1629184 1733000 5122422 5614540 70463 115542 3444062 3302699 1089001 832096 2355061 2470603 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. 1 0 EDUCATION: ADDRESSING THE TEACHER SHORTAGE THE LEADERSHIP GROUP ADVOCATES FOR FUNDING TO RECRUIT, TRAIN, AND RETAIN HIGH-QUALITY PUBLIC SCHOOL TEACHERS. THE STATE BUDGET INCREASED FUNDING FOR ALL SEGMENTS OF PUBLIC EDUCATION AND DEDICATED $125 MILLION TOWARDS CALIFORNIA'S ONGOING TEACHER SHORTAGE. ENERGY: 100% CLEAN ENERGY BY 2045 SB 100 (DE LEON)THE LEADERSHIP GROUP SUPPORTED SB 100 THE BILL INCREASES THE STATE'S RENEWABLE PORTFOLIO STANDARD FOR CLEAN ENERGY TO 60% BY 2030 AND HAS THE STATE SET A GOAL OF ZERO CARBON GENERATION OF ENERGY BY 2045. SB 100 WAS SIGNED BY GOVERNOR BROWN. ENVIRONMENT: AB 1668 (FRIEDMAN) AND SB 606 (HERTZBERG)WATER CONSERVATION & DROUGHT PREPAREDNESS: AB 1668 (FRIEDMAN) AND SB 606 (HERTZBERG) THE LEADERSHIP GROUP WORKED WITH A COALITION AND LOBBIED FOR PASSAGE OF THESE BILLS. AB 1668 AND SB 606 SET PERMANENT WATER EFFICIENCY STANDARDS AND IMPLEMENT DROUGHT PREPAREDNESS MEASURES THROUGH A COLLABORATIVE PROCESS BETWEEN THE STATE AND LOCAL WATER AGENCIES. THESE CONJOINED BILLS WILL HELP ENSURE OUR REGION AND THE STATE IS WELL PREPARED FOR THE NEXT DROUGHT. THE GOVERNOR HAS SIGNED THESE BILLS. HEALTH POLICY: AB 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.HOUSING & COMMUNITY DEVELOPMENT: PROPS 1 & 2THE LEADERSHIP GROUP'S WORK ON PROPOSITIONS 1 AND 2, FROM THE NOVEMBER 6, 2018 BALLOT, HELPED THESE IMPORTANT BALLOT MEASURES PASS WITH SWEEPING MAJORITIES. PROP 1 AUTHORIZES $4 BILLION IN BONDS TO BUILD AND PROVIDE AFFORDABLE HOUSING FOR VETERANS, WORKING FAMILIES, PEOPLE WITH DISABILITIES, CALIFORNIANS EXPERIENCING HOMELESSNESS AND MANY OTHERS WHO NEED A STABLE, AFFORDABLE HOME. PROP. 2, THE "NO PLACE LIKE HOME" PROGRAM, AUTHORIZES THE STATE TO USE $2 BILLION IN BONDS, PAID FOR BY THE MENTAL HEALTH SERVICES ACT, TO BUILD SUPPORTIVE HOUSING AND SERVICES FOR CALIFORNIANS LIVING WITH A SERIOUS MENTAL ILLNESS WHO ARE HOMELESS OR AT GREAT RISK OF BECOMING HOMELESS. THE BILL DID NOT PASS. THE LEADERSHIP GROUP JOINED THE COALITION IN OPPOSITION TO THE BILL. THE BILL WOULD HAVE IMPOSED SALES TAXES ON SERVICES WITHOUT ANY EXEMPTIONS FOR "BUSINESS INPUTS." THIS WOULD HAVE BEEN A MASSIVE TAX INCREASE AND COMPLIANCE BURDEN ON MEMBER COMPANIES.TECH & INNOVATION: SB 1121SB 1121 CLARIFIED VARIOUS SECTIONS OF THE RECENTLY-PASSED CALIFORNIA CONSUMER PRIVACY ACT. FURTHER, IT CAPPED VIOLATION PENALTIES AND DELAYED ENFORCEMENT OF THE PRIVACY ACT UNTIL THE ATTORNEY GENERAL HAD SUFFICIENT TIME TO WEIGH IN ON ENFORCEMENT MATTERS. THIS BENEFITS MEMBER COMPANIES BY, AMONG OTHER THINGS, PROVIDING MUCH NEEDED CLARITY TO THE NEW PRIVACY ACT, AND LIMITS THEIR FINANCIAL EXPOSURE IN THE EVENT OF AN UNINTENTIONAL VIOLATION OF THE ACT.TRANSPORTATION: NO ON 6WHILE PARTNERING WITH CALIFORNIA ALLIANCE FOR JOBS, THE LEADERSHIP GROUP LED THE BAY AREA EFFORT TO DEFEAT PROPOSITION 6 AT THE BALLOT BOX IN NOVEMBER 2018. PROPOSITION 6 THREATENED TO REPEAL SENATE BILL 1 WHICH ANNUALLY INVESTS $5.2 BILLION INTO CALIFORNIA'S STATEWIDE INFRASTRUCTURE AND TRANSPORTATION PROJECTS. THE LEADERSHIP GROUP AND ALL STAKEHOLDERS CELEBRATED WHEN 56.82% OF CALIFORNIA VOTERS VOTED NO IN NOVEMBER 2018. 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 1 36 1 0 0 0 0 0 0 0 0 0 0 X 56 55 0 0 0 0 1 0 1 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X THE ORGANIZATION 4085017864 2001 GATEWAY PLACE NO 101E SAN JOSE CA 95110 CARL GUARDINO PRESIDENT & CEO 40.00 X X 855944 0 12250 STEPHEN MILLIGAN CHAIRMAN 1.50 X X 0 0 0 JAMES GUTIERREZ VICE CHAIR 1.50 X X 0 0 0 RAQUEL GONZALEZ SECRETARY/TREASURER 1.50 X X 0 0 0 KEVIN COLLINS BOARD MEMBER 1.00 X 0 0 0 BEN MINICUCCI BOARD MEMBER 1.00 X 0 0 0 AIDAN HUGHES BOARD MEMBER 1.00 X 0 0 0 KEN MCNEELY BOARD MEMBER 1.00 X 0 0 0 JOHN LEDEK BOARD MEMBER 1.00 X 0 0 0 MATT MAHAN BOARD MEMBER 1.00 X 0 0 0 TOM KEMP BOARD MEMBER 1.00 X 0 0 0 KIM POLESE BOARD MEMBER 1.00 X 0 0 0 JOHN GAUDER BOARD MEMBER 1.00 X 0 0 0 DAWNET BEVERLEY BOARD MEMBER 1.00 X 0 0 0 RON SEGE BOARD MEMBER 1.00 X 0 0 0 GARY BRIGGS BOARD MEMBER 1.00 X 0 0 0 CARLA BORAGNO BOARD MEMBER 1.00 X 0 0 0 BILL RUTH BOARD MEMBER 1.00 X 0 0 0 KEN GOLDMAN BOARD MEMBER 1.00 X 0 0 0 ENRIQUE LORES BOARD MEMBER 1.00 X 0 0 0 LAURA GUIO BOARD MEMBER 1.00 X 0 0 0 THOMAS FALLON BOARD MEMBER 1.00 X 0 0 0 DARREN SNELLGROVE BOARD MEMBER 1.00 X 0 0 0 CHRIS BOYD BOARD MEMBER 1.00 X 0 0 0 BOBBY BELL BOARD MEMBER 1.00 X 0 0 0 LISA DANIELS BOARD MEMBER 1.00 X 0 0 0 JOHN BOLAND BOARD MEMBER 1.00 X 0 0 0 MARTIN ANSTICE BOARD MEMBER 1.00 X 0 0 0 DOUG GRAHAM BOARD MEMBER 1.00 X 0 0 0 ERIC KUTCHER BOARD MEMBER 1.00 X 0 0 0 SHELLYE ARCHAMBEAU BOARD MEMBER 1.00 X 0 0 0 JEFF THOMAS BOARD MEMBER 1.00 X 0 0 0 STEFAN HECK BOARD MEMBER 1.00 X 0 0 0 TARKAN MANER BOARD MEMBER 1.00 X 0 0 0 JOE BURTON BOARD MEMBER 1.00 X 0 0 0 RYAN POPPLE BOARD MEMBER 1.00 X 0 0 0 MICHAEL JOHNSON BOARD MEMBER 1.00 X 0 0 0 JED YORK BOARD MEMBER 1.00 X 0 0 0 JEFFREY M JOHNSON BOARD MEMBER 1.00 X 0 0 0 SHARON RYAN BOARD MEMBER 1.00 X 0 0 0 MARY PAPZIAN BOARD MEMBER 1.00 X 0 0 0 FATHER MICHAEL ENGH SJ BOARD MEMBER 1.00 X 0 0 0 JENNY DEARBORN BOARD MEMBER 1.00 X 0 0 0 RAMI BRANITZKY BOARD MEMBER 1.00 X 0 0 0 GREG BECKER BOARD MEMBER 1.00 X 0 0 0 CHRISTOPHER DAWES BOARD MEMBER 1.00 X 0 0 0 ANDY PIERCE BOARD MEMBER 1.00 X 0 0 0 TOM WERNER BOARD MEMBER 1.00 X 0 0 0 KEVIN MURAI BOARD MEMBER 1.00 X 0 0 0 AART DE GEUS BOARD MEMBER 1.00 X 0 0 0 STEVEN BERGLUND BOARD MEMBER 1.00 X 0 0 0 GEORGE BLUMENTHAL BOARD MEMBER 1.00 X 0 0 0 BILL COLEMAN BOARD MEMBER 1.00 X 0 0 0 RUDY REYES BOARD MEMBER 1.00 X 0 0 0 JES PEDERSEN BOARD MEMBER 1.00 X 0 0 0 ERIC HOUSER BOARD MEMBER 1.00 X 0 0 0 855944 0 12250 1 0 1 0 0 642391 481065 481065 1123456 MEMBERSHIP DUES 900099 2690283 2690283 MISC. SPECIAL PROJECTS 900099 1746757 1746757 OTHER PROJECT INCOME 900099 91933 91933 4528973 2231 2231 104861 642391 104861 0 THIRD-PARTY REIMBURSEM 900099 73422 73422 HONORARIUM 900099 2000 2000 75422 5730082 4604395 0 2231 868193 2558997 95964 140165 218221 5988 174205 569633 95708 290801 76799 14602 24626 19534 SPECIAL PROJECT EXPENSE 363607 ADVOCACY FIRM 77010 BANK SERVICE CHARGES 8156 COMMUNITY RELATIONS 5141 7190 5614540 82561 206525 2549002 2304446 530203 513842 12578 665 226867 157103 71186 69764 180032 185957 18500 21500 3444062 3302699 290473 287069 618496 359071 180032 185956 1089001 832096 X 2284820 2288776 70241 181827 2355061 2470603 3444062 3302699 115542 0 X X 1 X 0 0 0 0 0 1 2690283 199132 -46161 152971 269028 -116057 88421 56449 31972 102224 65450 36774 36222 35204 1018 69764 DEFERRED COMPENSATION 185956 185956 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, 2018 MANAGEMENT DID NOT IDENTIFY ANY UNCERTAIN TAX POSITIONS. ANNUAL LUNCH EVENT 747252 642391 104861 10225 60409 34227 747252 642391 104861 10225 60409 34227 104861 0 X X X 0 0 0 CARL GUARDINO PRESIDENT & CEO 522870 0 321074 0 12000 0 12250 0 0 0 868194 0 0 0 X ADVERTISING 2 569633 FAIR MARKET VALUE X AIRLINE TICKETS 2 25000 FAIR MARKET VALUE 0 0 0 FORM 990, PART III, LINE 2 ENERGY: 100% CLEAN ENERGY BY 2045 SB 100 (DE LEON) THE LEADERSHIP GROUP SUPPORTED SB 100 THE BILL INCREASES THE STATE'S RENEWABLE PORTFOLIO STANDARD FOR CLEAN ENERGY TO 60% BY 2030 AND HAS THE STATE SET A GOAL OF ZERO CARBON GENERATION OF ENERGY BY 2045. SB 100 WAS SIGNED BY GOVERNOR BROWN. ENVIRONMENT: AB 1668 (FRIEDMAN) AND SB 606 (HERTZBERG) WATER CONSERVATION & DROUGHT PREPAREDNESS: AB 1668 (FRIEDMAN) AND SB 606 (HERTZBERG) THE LEADERSHIP GROUP WORKED WITH A COALITION AND LOBBIED FOR PASSAGE OF THESE BILLS. AB 1668 AND SB 606 SET PERMANENT WATER EFFICIENCY STANDARDS AND IMPLEMENT DROUGHT PREPAREDNESS MEASURES THROUGH A COLLABORATIVE PROCESS BETWEEN THE STATE AND LOCAL WATER AGENCIES. THESE CONJOINED BILLS WILL HELP ENSURE OUR REGION AND THE STATE IS WELL PREPARED FOR THE NEXT DROUGHT. THE GOVERNOR HAS SIGNED THESE BILLS. HEALTH POLICY: AB 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. TECH & INNOVATION: SB 1121 SB 1121 CLARIFIED VARIOUS SECTIONS OF THE RECENTLY-PASSED CALIFORNIA CONSUMER PRIVACY ACT. FURTHER, IT CAPPED VIOLATION PENALTIES AND DELAYED ENFORCEMENT OF THE PRIVACY ACT UNTIL THE ATTORNEY GENERAL HAD SUFFICIENT TIME TO WEIGH IN ON ENFORCEMENT MATTERS. THIS BENEFITS MEMBER COMPANIES BY, AMONG OTHER THINGS, PROVIDING MUCH NEEDED CLARITY TO THE NEW PRIVACY ACT, AND LIMITS THEIR FINANCIAL EXPOSURE IN THE EVENT OF AN UNINTENTIONAL VIOLATION OF THE ACT. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS 56 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. FORM 990, 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 73422 FAIR VALUE SILICON VALLEY LEADERSHIP GROUP FOUNDATION L 126564 FAIR VALUE SILICON VALLEY LEADERSHIP GROUP FOUNDATION N 16426 FAIR VALUE