2018-08-22T10:39:21-05:00 2017-12-31 271155496 ROBERT LEE & ASSOCIATES LLP 999 W TAYLOR STREET SUITE A SAN JOSE CA 95126 990 2017-01-01 942460352 THE SILICON VALLEY LEADERSHIP GROUP SILI 4085017864 2001 GATEWAY PLACE NO 101E SAN JOSE CA 95110 CARL GUARDINO CEO 4085017864 2018-08-13 1 JESSICA CASSINELLI P01976621 4088556770 2017 2022-09-23 18:48:47Z CARL GUARDINO 2001 GATEWAY PLACE NO 101E SAN JOSE CA 95110 5393946 0 X WWW.SVLG.ORG X 1977 CA TO IMPROVE THE GENERAL BUSINESS CONDITIONS AND QUALITY OF LIFE IN AND AROUND SILICON VALLEY. 48 47 36 1600 0 0 1128761 1164155 3984887 4047646 8462 2122 129041 95257 5251151 5309180 0 0 0 0 3418755 3493238 0 0 0 1586549 1736334 5005304 5229572 245847 79608 2924528 3453207 639930 1089001 2284598 2364206 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 HISTORY MAKING STATE TRANSPORTATION PACKAGE: COLLABORATED WITH GOVERNOR JERRY BROWN AND SENATOR JIM BEALL TO MOVE SB1, THE MASSIVE TRANSPORTATION FUNDING BILL, THROUGH THE CALIFORNIA STATE LEGISLATURE. SB 1 WILL PROVIDE $52 BILLION OVER THE NEXT 10 YEARS ADDRESS BOTH THE AGING AND GROWING PAINS OF CALIFORNIA'S TRANSPORTATION SYSTEM. A FASTER, BETTER, CLEANER CALTRAIN: RALLIED WITH SENATOR DIANNE FEINSTEIN AND THE BAY AREA CONGRESSIONAL DELEGATION, TOGETHER WITH THE SILICON VALLEY LEADERSHIP GROUP AND REGIONAL LEADERS TO SECURE A FULL FUNDING GRANT AGREEMENT FROM THE FEDERAL GOVERNMENT FOR THE ELECTRIFICATION OF CALTRAIN. CALTRAIN ELECTRIFICATION WILL RESULT IN AN 80 PERCENT INCREASE IN CAPACITY, GROWING TO ROUGHLY 110,000 DAILY TRIPS, REDUCING TRAFFIC ON THE HEAVILY CONGESTED HIGHWAY 101 CORRIDOR BETWEEN SAN JOSE AND SAN FRANCISCO. SOLUTIONS TO REGIONAL TRAFFIC RELIEF: CO-SPONSORED SENATE BILL 595 WHICH THE GOVERNOR SIGNED INTO LAW. THIS LEGISLATION ALLOWS FOR A CONSOLIDATED ELECTION ACROSS THE NINE BAY AREA COUNTIES TO APPROVE $4.45B IN REGIONAL TRAFFIC RELIEF PROJECTS AS PART OF THE "REGIONAL MEASURE 3", WHICH WILL APPEAR ON THE JUNE 2018 BALLOT. SPONSORED SB 797 ALLOWING A ONE EIGHTH CENT SALES TAX ON A JOINT BALLOT IN SANTA CLARA, SAN MATEO, AND SAN FRANCISCO COUNTIES TO PROVIDE REVENUE FOR CALTRAIN OPERATIONS, MAINTENANCE, AND CAPACITY IMPROVEMENTS. SECURING OUR WATER SUPPLY:ADVOCATED TO SECURE CRITICAL 7-0 SANTA CLARA COUNTY WATER DISTRICT BOARD VOTE, VIA OP-EDS, EXECUTIVE MEETINGS, WORK WITH THE GOVERNOR'S OFFICE, ETC. WHICH HELPED PAVE THE WAY FOR THE LONG-AWAITED UPGRADE OF CALIFORNIA'S WATER SUPPLY SYSTEM. THIS VICTORY HELPS ENSURE OUR REGION HAS THE BASELINE SUPPLY OF WATER IT NEEDS NOW AND INTO THE FUTURE. EXTENSIVE STATE HOUSING PACKAGE:FACILITATED THE PASSAGE OF THE HISTORIC 2017 STATE HOUSING PACKAGE. THE PACKAGE CONTAINED SB 2, SB 3, SB 35, AND AB 1505; ALL KEY PIECES OF LEGISLATION DESIGNED TO ADDRESS THE CURRENT CALIFORNIA HOUSING CRISIS.LANDMARK CAP AND TRADE EXTENSION:SHAPED LEGISLATION AND SECURED THE NECESSARY TWO THIRDS, BI-PARTISAN VOTE TO EXTEND CAP AND TRADE, WHICH IS THE MOST EFFECTIVE WAY TO ADDRESS GLOBAL WARMING AS IT CREATES A FINANCIAL INCENTIVE FOR REDUCING POLLUTION AT THE LEAST COST AND A PROFIT MOTIVE FOR DEVELOPING CLEAN TECHNOLOGIES. THIS VICTORY PROVIDES MARKET AND REGULATORY CERTAINTY THROUGH 2030.FAIR REIMBURSEMENT FOR PROVIDERS:ACTED AS A KEY BUSINESS VOICE SUPPORTING A CRITICAL MEDI-CAL PROVIDER REIMBURSEMENT BY ADVOCATING FOR A SUCCESSFUL COMPROMISE RESULTING IN THE ALLOCATION OF UP TO $546 MILLION FROM PROP. 56 TOBACCO TAX REVENUE TO DOCTORS, DENTISTS AND OTHER MEDI-CAL PROVIDERS THAT SUPPORT UNDERSERVED COMMUNITIES. RESEARCH FUNDING PROTECTED FROM ADMINISTRATION CUTS:OPPOSED ADMINISTRATION'S PROPOSED BUDGET WHICH WOULD HAVE SLASHED NATIONAL INSTITUTE OF HEALTH (NIH) FUNDING, AND ERADICATED ADVANCED RESEARCH PROJECTS AGENCY-ENERGY (ARPA-E). SUCCESSFULLY WORKED WITH CONGRESSIONAL PARTNERS TO SUPPORT GAINS OF $2B TO NATIONAL INSTITUTE OF HEALTH (NIH), $9M TO NSF, AND $15M TO THE PRESERVED ARPA-E PROGRAM.EDUCATION ACCOMPLISHMENTS:THE EDUCATION AND WORKFORCE DEVELOPMENT COMMITTEE HOSTED SEVERAL ANNUAL EVENTS INCLUDING THE EDUCATION POLICY SUMMIT WITH OVER 380 ATTENDEES, AND THE YOUNG WOMEN'S STEM LEADERSHIP SUMMIT WITH OVER 280 MIDDLE SCHOOL STUDENTS AND 80 FEMALE MENTORS. STAFF AND MEMBERS CONTINUED TO ADVOCATE FOR POLICIES THAT PROMOTE HIGH-QUALITY EDUCATION WITH AN EMPHASIS ON THE STEM FIELDS IN ORDER TO DIVERSIFY THE STEM WORKFORCE. ADDITIONALLY, THE COMMITTEE LAUNCHED THE COMMUNITY COLLEGE TO CAREER INITIATIVE (CC2C) ENGAGING 17 COMMUNITY COLLEGES WITH MORE THAN 30 COMPANIES TO INCREASE WORK-BASED LEARNING OPPORTUNITIES. 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 15 0 1 36 1 0 0 0 0 0 0 0 0 X 48 47 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 824567 0 12000 GREG BECKER CHAIRMAN 1.50 X X 0 0 0 STEPHEN MILLIGAN VICE CHAIR 1.50 X X 0 0 0 JOHN ADAMS 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 AARIF KHAKOO BOARD MEMBER 1.00 X 0 0 0 KEN MCNEELY BOARD MEMBER 1.00 X 0 0 0 RAQUEL GONZALEZ 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 HENRY FORE 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 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 JAMES GUTIERREZ 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 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 STEFAN HECK BOARD MEMBER 1.00 X 0 0 0 TARKAN MANER BOARD MEMBER 1.00 X 0 0 0 RYAN POPPLE BOARD MEMBER 1.00 X 0 0 0 JED YORK BOARD MEMBER 1.00 X 0 0 0 MICHAEL JOHNSON 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 RAMI BRANITZKY 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 JOSEPH RUGGIERO BOARD MEMBER 1.00 X 0 0 0 JES PEDERSEN BOARD MEMBER 1.00 X 0 0 0 KEN GOLDMAN BOARD MEMBER 1.00 X 0 0 0 824567 0 12000 1 0 1 0 0 542021 622134 622134 1164155 MEMBERSHIP DUES 900099 2610163 2610163 MISC. SPECIAL PROJECTS 900099 1437483 1437483 4047646 2122 2122 84766 542021 84766 0 THIRD-PARTY REIMBURSEM 900099 93757 93757 HONORARIUM 900099 1500 1500 95257 5309180 4142903 0 2122 836567 2233612 89698 128620 204741 5150 117788 707371 100423 237707 74811 20423 14431 19931 SPECIAL PROJECT EXPENSE 343240 ADVOCACY FIRM 74830 BANK SERVICE CHARGES 11509 DUES AND SUBSCRIPTIONS 4234 4486 5229572 92071 78869 2132935 2549002 501949 533895 3453 12578 203664 123333 37902 80331 138718 180032 17500 18500 2924528 3453207 198541 290473 441389 618496 0 180032 639930 1089001 X 2175934 2293965 108664 70241 2284598 2364206 2924528 3453207 79608 0 X X 1 X 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 1 2750163 74830 154025 228855 275016 -46161 88421 35323 53098 80040 53716 26324 35203 34294 909 80331 DEFERRED COMPENSATION 180032 180032 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, 2017 MANAGEMENT DID NOT IDENTIFY ANY UNCERTAIN TAX POSITIONS. ANNUAL LUNCH EVENT 626787 542021 84766 56088 28678 626787 542021 84766 56088 28678 84766 0 X X X 0 0 0 CARL GUARDINO PRESIDENT & CEO 507641 0 304926 0 12000 0 12000 0 0 0 836567 0 0 0 X ADVERTISING 2 591076 FAIR MARKET VALUE X AIRLINE TICKETS 2 26500 FAIR MARKET VALUE 0 0 0 FORM 990, PART III, LINE 2 IN THE CURRENT YEAR, THE ORGANIZATION UNDERTOOK NEW PROGRAMS GEARED TOWARDS TRANSPORATION AND TRAFFIC RELIEF. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS 49 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 N 16426 FAIR VALUE SILICON VALLEY LEADERSHIP GROUP FOUNDATION Q 77331 FAIR VALUE SILICON VALLEY LEADERSHIP GROUP FOUNDATION L 116295 FAIR VALUE