2018-10-10T16:36:19-05:00 2017-12-31 943108253 NOVOGRADAC & COMPANY LLP 211 E OCEAN BLVD SUITE 600 LONG BEACH CA 90802 990 2017-01-01 461897606 COMMUNITY ART STABILIZATION TRUST COMM 4155569888 70 OTIS STREET SAN FRANCISCO CA 94103 MOY ENG EXECUTIVE DIRECTOR 4155569888 2018-10-10 1 BRYAN HUNG P01553971 5624329482 128.92.54.106 2018-10-10 14:34:44 PD P D5B63CD953F62E13250A7B490B9309A3EDAF8DDC D5B63CD953F62E13250A7B490B9309A3EDAF8DDC 2017 2018-06-14 16:35:46Z MOY ENG 70 OTIS STREET SAN FRANCISCO CA 94103 4635439 0 X HTTP://CAST-SF.ORG X 2013 CA PURCHASING AND LEASING SPACE FOR THE EXCLUSIVE USE OF NONPROFIT ARTS ORGANIZATIONS SERVING LOW INCOME COMMUNITIES. 7 7 7 0 0 0 1735400 4237214 131168 215715 64396 55270 -190984 -230928 1739980 4277271 0 197578 0 0 501044 695086 0 0 145258 250499 465334 751543 1357998 988437 2919273 11469929 13050967 1532219 110413 9937710 12940554 TO CREATE STABLE PHYSICAL SPACES FOR ARTS AND CULTURAL ORGANIZATIONS TO FACILITATE EQUITABLE URBAN TRANSFORMATION. 0 0 1055181 197578 30484 COMMUNITY ART STABILIZATION TRUST CREATES STABLE PHYSICAL SPACES FOR ARTS AND CULTURAL PROPERTIES FOR PURCHASE, MASTER LEASING, AND IMPLEMENTING COMPLEMENTARY INITIATIVES WHICH BUILD KNOWLEDGE AND CAPABILITY OF ARTS ORGANIZATIONS TO MAKE THOUGHTFUL, INFORMED DECISIONS REGARDING REAL ESTATE MATTERS. INITIATIVES INCLUDE THE KEEPING SPACE - OAKLAND PROGRAM WHICH PROVIDES TECHNICAL ASSISTANCE, NETWORKING OPPORTUNITIES, RESEARCH AND LIMITED RE-GRANTING FUNDS SUPPORTING ARTS ORGANIZATION'S EFFORTS TO FIND, SECURE AND MANAGE LONG-TERM REAL ESTATE PROJECTS. 1055181 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 1 0 0 1 10 0 0 7 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 CA X OWEN LEVIN 4155569888 70 OTIS STREET SAN FRANCISCO CA 94103 X ERIC RODENBECK DIRECTOR 0.20 X X 0 0 0 JOSHUA SIMON TREASURER 0.20 X X 0 0 0 SHELLEY TROTT DIRECTOR 0.20 X X 0 0 0 DEBORAH CULLINAN SECRETARY 0.20 X X 0 0 0 STEVEN OLIVER PRESIDENT 0.20 X X 0 0 0 JIM BILDNER DIRECTOR 0.20 X X 0 0 0 BRADY FORREST DIRECTOR 0.20 X X 0 0 0 MOY ENG EXECUTIVE DIRECTOR 40.00 X 194952 0 0 SUNEETHA VENIGALLA DIRECTOR OF REAL ESTATE DEVELOPMENT & PARTNERSHIPS 40.00 X 108548 0 0 303500 0 0 2 0 1 0 0 4237214 4237214 DEVELOPER FEE 531390 132949 132949 CONSULTING FEE 541900 68725 68725 REIMBURSEMENT INCOME 561000 14041 14041 215715 55270 45697 9573 127240 358168 -230928 -230928 -230928 4277271 30484 0 9573 X 197578 197578 303500 207650 55895 39955 319825 218819 58902 42104 30077 20578 5539 3960 41684 28520 7677 5487 15460 12903 440 2117 33921 24084 6445 3392 297744 248503 8468 40773 38990 27683 7408 3899 26370 18723 5010 2637 4965 3526 943 496 41645 41645 1860 1860 4379 3109 832 438 1357998 1055181 157559 145258 3445460 2995042 2040049 4044801 71507 157308 5625373 5625373 87907 0 0 199633 228443 11469929 13050967 38412 110413 1493807 0 1532219 110413 X 9937710 12940554 11469929 13050967 X 2919273 83571 X 0 1 X 1 0 X 6125825 2050200 1735400 4237214 14148639 6125825 2050200 1735400 4237214 14148639 2900080 11248559 10 8069 8142 9573 25794 219315 83000 103750 68725 474790 14649223 2038999 X SCHEDULE A, PART II, LINE 10, EXPLANATION FOR OTHER INCOME: 2014 SALE OF TRANSFERABLE DEVELOPMENT RIGHTS: $ 219,315 2015 CONSULTING: $ 83,000 2016 CONSULTING: $ 103,750 2017 CONSULTING: $ 68,725 0 4358982 8465 8465 4350517 -73246 -73246 4277271 1356138 0 1356138 1860 1860 1357998 PART XI, LINE 2D - OTHER ADJUSTMENTS: NET RENTAL LOSS - CAST 1007 MARKET, LLC 4,450. NET RENTAL LOSS - CAST 80 TURK, LLC 4,015. PART XI, LINE 4B - OTHER ADJUSTMENTS: GRANT REVENUE 60,498. SUSPENDED LOSSES -133,744. PART XII, LINE 4B - OTHER ADJUSTMENTS: AMORTIZATION 1,860. 1 SOCIAL GOOD FUND 12651 SAN PABLO AVENUE 5473 RICHMOND CA 94801 461323531 501(C)(3) 50625 ACQUISITION EXPENSES 30TH & WEST LIVEWORK COMMUNITY ARTS CENTER INC 2940 WEST ST OAKLAND CA 94608 821961357 501(C)(3) 18900 FACILITY IMPROVEMENTS EASTSIDE ARTS ALLIANCE INC PO BOX 17008 OAKLAND CA 94601 743073621 501(C)(3) 18900 FACILITY IMPROVEMENTS MUSIC IS EXTRAORDINARY INC 2323 BROADWAY OAKLAND CA 94612 202075370 501(C)(3) 18900 FACILITY IMPROVEMENTS WOMEN'S AUDIO MISSION 542-544 NATOMA ST SAN FRANCISCO CA 94103 542105425 501(C)(3) 12600 FACILITY IMPROVEMENTS ALENA MUSEUM 2725 MAGNOLIA STREET OAKLAND CA 94608 820847922 501(C)(3) 29250 PLANNING EXPENSES COMMUNITIES UNITED FOR RESTORATIVE YOUTH JUSTICE 490 LAKE PARK AVENUE OAKLAND CA 94606 275008441 501(C)(3) 29250 PLANNING EXPENSES ATTITUDINAL HEALING CONNECTION INC 3278 WEST STREET OAKLAND CA 94608 943178158 501(C)(3) 6750 RENTAL, MOVING, AND OTHER OAKLAND BALLET COMPANY 2201 BROADWAY SUITE LL17 OAKLAND CA 94612 943395450 501(C)(3) 5653 RENTAL, MOVING, AND OTHER FRACTURED ATLAS INC 248 WEST 35TH STREET 10TH FLOOR NEW YORK NY 10001 113451703 501(C)(3) 6750 RENTAL, MOVING, AND OTHER 10 10 PART I, LINE 2: KEEPING SPACE - OAKLAND IS COMMUNITY ART STABILIZATION TRUST'S ("CAST") PILOT PROGRAM DEDICATED TO PROVIDING TRAINING AND FUNDING FOR OAKLAND ARTS AND CULTURAL ORGANIZATIONS SEEKING REAL ESTATE ASSISTANCE. WITH DIRECT FINANCIAL GRANTS, ONE-ON-ONE TECHNICAL ASSISTANCE, AND REAL ESTATE READINESS TRAINING, CAST'S GOAL IS TO PROVIDE SAFE, STABLE, PERMANENT, AND AFFORDABLE REAL ESTATE SOLUTIONS FOR OAKLAND'S LOCAL ARTS ORGANIZATIONS. KEEPING SPACE - OAKLAND RE-GRANTS FUNDS PROVIDED BY THE HEWLETT AND RAININ FOUNDATIONS TO ENTITIES THAT MEET THE ELIGIBILITY CRITERIA OUTLINED IN THE KEEPING SPACE - OAKLAND FINANCIAL ASSISTANCE PROGRAM GUIDELINES. CAST USES A SELECTION COMMITTEE TO EVALUATE THE CRITERIA AND ASSESS EACH APPLICANT. KEEPING SPACE - OAKLAND GRANT FUNDS ARE SOLELY USED FOR THE FOLLOWING ELIGIBLE EXPENSES: ACQUISITION EXPENSES, PLANNING EXPENSES, FACILITY IMPROVEMENT EXPENSES, RENTAL EXPENSES, AND MOVING EXPENSES. X X X X 0 0 0 0 0 0 0 0 0 MOY ENG EXECUTIVE DIRECTOR 194952 0 0 0 0 0 0 0 0 0 194952 0 0 0 ERIC RODENBECK BOARD MEMBER 138500 CONTRACT WITH CORPORATION FOR SERVICES 0 SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: CULTURE COMPASS IS AN INTERACTIVE DATA-DRIVEN MAPPING TOOL THAT SHOWS EXISTING NON-PROFIT CULTURAL ASSETS AND POTENTIAL SPACES FOR ARTS AND CULTURE ACTIVITIES. USERS CAN QUICKLY AND EFFECTIVELY LEARN ABOUT SAN FRANCISCO'S NON-PROFIT ARTS AND CULTURE SECTOR WITH KEY INFORMATION THAT COULD HELP INFLUENCE INVESTMENT, POLICY, AND GRANT MAKING DECISIONS.STAMEN DESIGN IS AN INTERNATIONALLY RENOWNED DATA VISUALIZATION AND MAPPING COMPANY WITH UNIQUE EXPERTISE. FOR THE CULTURE COMPASS MAPPING PROJECT, STAMEN DESIGN IS THE INDUSTRY LEADER. ERIC RODENBECK IS THE CEO OF STAMEN DESIGN. STAMEN WAS HIRED AT A BELOW-MARKET-RATE PRICE TO PROVIDE DESIGN AND TECHNICAL CONSULTING SERVICES ON THE CULTURE COMPASS PROJECT. MR. RODENBECK RECUSED HIMSELF FROM ALL BOARD DISCUSSIONS OF THE CONTRACT AND DID NOT PARTICIPATE IN ANY BOARD VOTES REGARDING THE CULTURE COMPASS PROJECT AND THE CONTRACT WITH STAMEN DESIGN. MR. RODENBECK WAS NOT INVOLVED IN THE EXECUTION OF THE CONTRACT - THE WORK WAS PERFORMED BY EMPLOYEES OF STAMEN DESIGN AND WAS NOT OVERSEEN BY MR. RODENBECK. MR. RODENBECK DID NOT RECEIVE ANY REMUNERATION SPECIFIC TO THE CULTURE COMPASS PROJECT. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 AND SUPPORTING SCHEDULES ARE PREPARED BY TAX PREPARER. THE ORGANIZATION'S TREASURER WILL REVIEW FORM 990 WITH ANY QUESTIONS OR CONCERNS TO THE STAFF AND RECOMMEND ITS APPROVAL BY THE ENTIRE ORGANIZATION'S BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C ACCORDING TO THE FRAMEWORK OUTLINED IN THE BYLAWS APPENDIX A: CONFLICT OF INTEREST POLICY, THE ORGANIZATION MONITORS AND ENFORCES COMPLIANCE IN REAL ESTATE TRANSACTIONS PERFORMED, WHICH IS THE ORGANIZATION'S CORE WORK, AND IN OTHER RELATED BUSINESS AREAS. THE BOARD AND EXECUTIVE DIRECTOR ARE CLEAR AND MINDFUL OF THE POSSIBLE CONFLICTS OF THE WORK IN WHICH THE ORGANIZATION EXECUTES. TO DATE, THE BOARD NOR EXECUTIVE DIRECTOR HAVE PRESENTED ISSUES REGARDING CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION'S DOCUMENTS WILL BE MADE AVAILABLE FOR PUBLIC INSPECTION UPON LETTER REQUEST UNDER INTERNAL REVENUE CODE SECTION 6104. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S DOCUMENTS WILL BE MADE AVAILABLE FOR PUBLIC INSPECTION UPON LETTER REQUEST UNDER INTERNAL REVENUE CODE SECTION 6104. FORM 990, PART IX, LINE 11G HR CONSULTANT: PROGRAM SERVICE EXPENSES 6,143. MANAGEMENT AND GENERAL EXPENSES 209. FUNDRAISING EXPENSES 1,008. TOTAL EXPENSES 7,360. STRATEGIC CONSULTANT: PROGRAM SERVICE EXPENSES 23,627. MANAGEMENT AND GENERAL EXPENSES 805. FUNDRAISING EXPENSES 3,877. TOTAL EXPENSES 28,309. TECHNICAL ASSISTANCE: PROGRAM SERVICE EXPENSES 218,733. MANAGEMENT AND GENERAL EXPENSES 7,454. FUNDRAISING EXPENSES 35,888. TOTAL EXPENSES 262,075. FORM 990, PART XI, LINE 9: AMORTIZATION EXPENSE 1,860. NET RENTAL LOSS - CAST 1007 MARKET, LLC 4,450. NET RENTAL LOSS - CAST 80 TURK, LLC 4,015. GRANT REVENUE -60,498. SUSPENDED LOSSES 133,744. CAST 1007 MARKET LLC 1007 MARKET STREET SAN FRANCISCO CA 94103 611748683 REAL ESTATE CA COMMUNITY ARTS STABILIZATION TRUST -84950 -71780 0 1 0.90000 CAST 80 TURK LLC 80 TURK STREET SAN FRANCISCO CA 94102 611750021 REAL ESTATE CA COMMUNITY ARTS STABILIZATION TRUST -145166 -77953 0 1 0.90000 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CAST 1007 MARKET LLC D 80844 ACCRUAL CAST 80 TURK LLC D 139957 ACCRUAL