2015-12-11T10:46:57-06:00 2015-06-30 942513310 LAUTZE & LAUTZE 303 SECOND STREET SUITE 950N SAN FRANCISCO CA 94107 990 2014-07-01 943159152 UNION SQUARE BUSINESS IMPROVEMENT DISTRICT UNIO 4157817880 323 GEARY STREET NO 203 SAN FRANCISCO CA 94102 KARIN FLOOD EXECUTIVE DIRECTOR 4157817880 2015-12-03 1 JARED HEIN P00354637 4155436900 2014 2016-03-07 17:11:31Z KARIN FLOOD 323 GEARY STREET SUITE 203 SAN FRANCISCO CA 94103 6563804 0 X WWW.VISITUNIONSQUARESF.COM X 1994 CA WE ENHANCE THE VISITOR EXPERIENCE AND BUSINESS ENVIRONMENT, MAKING UNION SQUARE THE #1 DESTINATION IN THE WORLD. 23 22 7 75 0 0 58784 3202009 3202318 3279352 293 243 39903 49742 3301298 6531346 0 0 0 0 428168 446087 0 0 974 2825811 4142499 3253979 4588586 47319 1942760 2226152 4257247 292323 380658 1933829 3876589 X WE ENHANCE THE VISITOR EXPERIENCE AND BUSINESS ENVIRONMENT, MAKING UNION SQUARE THE #1 DESTINATION IN THE WORLD. 1 0 2306902 2590688 CLEAN & SAFE SERVICES - THE UNION SQUARE BID (USBID) PROPOSES TO ENHANCE THE EXPERIENCE OF VISITONS TO THE AREA BY PROVIDING CLEAN AND SAFE SERVICES. CLEANING SERVICES INCLUDE - MAINTENANCE WORKERS PROVIDING DAILY REFUSE PICKUP, SIDEWALK SWEEPING, PRESSURE WASHING OF ALL SIDEWALKS, TRASH RECEPTACLE CONTROL, GRAFFITI REMOVAL AND ILLEGAL DUMPING ABATEMENT. SAFE SERVICES INCLUDE HIRING OF ONE SFPD OFFICER FOR 10 HOURS DAILY AND SAFETY AND HOSPITAL AMBASSADORS TO PATROL THE AREA AND HELP VISITORS. THE USBID ALSO HIRES A SOCIAL SERVICE WORKER TO PROVIDE COUNSELING AND HELP THOSE IN NEED BY OFFERING CITY BASED SOCIAL SERVICES. 552543 459109 MARKETING, STREETSCAPES & ADVOCACY SERVICES - MARKETING FOR THE USBID INCLUDES PRODUCTION OF WEBSITE AND SOCIAL MEDIA PAGES FOR VISITORS, RESIDENTS AND MEMBERS, PRODUCTION OF WELCOME KITS AND COLLATERAL FOR MERCHANTS AND MEMBERS, AND A MAP AND GUIDE OF THE DISTRICT, SPECIAL EVENTS AND PROMOTIONAL CAMPAIGNS TO DRAW VISITORS TO THE AREA AND TO ACTIVATE PUBLIC SPACE. STREETSCAPE PROGRAMS INCLUDE DISTRICT WIDE IMPROVEMENTS LIKE LANDSCAPING, SIGNAGE AND HOLIDAY AND SEASONAL LIGHTING. ADVOCACY INCLUDES PROMOTING A CLEAN, SAFE AND VIBRANT DISTRICT TO ASSURE A GOOD EXPERIENCE FOR VISITORS, RESIDENTS AND EMPLOYEES. ADVOCACY GIVES THE DISTRICT A SINGLE VOICE IN MATTERS THAT MAY EFFECT THE MEMBERS. THE UNION SQUARE CARES PROGRAM HELPS THOSE MOST IN NEED IN OUR NEIGHBORHOOD. 1056644 0 SVCF GRANT - POLICE PATROLS & SECURITY CAMERAS - THROUGH A GENEROUS DONATION FROM A DONOR ADVISED FUND OF THE SILICON VALLEY COMMUNITY FOUNDATION THE USBID FUNDED A "HOLIDAY SAFE SHOPPER PROGRAM" TO PROVIDE ADDITIONAL POLICE PATROLS TO THE DISTRICT AND OTHER COMMERCIAL CORRIDORS IN THE CITY DURING THE 2014 HOLIDAY SEASON AND PROVIDE ADDITIONAL PATROLS TO HELP WITH HOMELESS OUTREACH. THE GRANT ALSO FUNDED EXPANSION OF THE SECURITY CAMERA PROGRAM OF THE USBID TO HELP IMPROVE THE SAFETY OF THE AREA AND FIGHT CRIME. ADDITIONAL SUB-GRANTS ARE BEING MADE TO OTHER AREAS OF THE CITY TO PROVIDE CAMERAS IN HIGH CRIME AREA. 143007 229555 143007 229555 4059096 0 1 0 1 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 27 0 1 7 1 0 0 0 0 1 1 0 X 23 22 1 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X KARIN FLOOD EXECUTIVE DIRECTOR 4157817880 323 GEARY STREET SUITE 203 SAN FRANCISCO CA 94102 RUSS KEIL BOARD PRESIDENT 5.00 X X 0 0 0 J TIMOTHY FALVEY BOARD TREASURER 5.00 X X 0 0 0 JAMES SANGIACOMO BOARD SECRETARY 5.00 X X 0 0 0 KARIN FLOOD EXECUTIVE DIRECTOR 24.00 X X 156945 0 9912 JIM CHAPPELL DIRECTOR 4.00 X 0 0 0 JON KIMBALL DIRECTOR 4.00 X 0 0 0 LOUIS MEUNIER DIRECTOR 4.00 X 0 0 0 KELLY POWERS DIRECTOR 4.00 X 0 0 0 THOMAS CARROLL DIRECTOR 4.00 X 0 0 0 JAMES C FLOOD DIRECTOR 4.00 X 0 0 0 SHIRLEY HOWARD-JOHNSON DIRECTOR 4.00 X 0 0 0 MICHAEL JOKOVICH DIRECTOR 4.00 X 0 0 0 MAN J KIM DIRECTOR 4.00 X 0 0 0 ELLEN MAGNIN NEWMAN DIRECTOR 4.00 X 0 0 0 TAD MOORE DIRECTOR 4.00 X 0 0 0 ALAN MORRELL DIRECTOR 4.00 X 0 0 0 BETSY NELSON DIRECTOR 4.00 X 0 0 0 MAURICE QUILLEN DIRECTOR 4.00 X 0 0 0 ELLEN RICHARD DIRECTOR 4.00 X 0 0 0 LEAH HEIL DIRECTOR 4.00 X 0 0 0 SPENCER SECHLER DIRECTOR 4.00 X 0 0 0 DON THOMAS DIRECTOR 4.00 X 0 0 0 WES TYLER DIRECTOR 4.00 X 0 0 0 STEPHEN BRETT DIRECTOR 4.00 X 0 0 0 156945 0 9912 1 0 1 0 MJM MANAGEMENT GROUP 706 MISSION STREET 8TH FLOOR SAN FRANCISCO CA 94103 CLEAN & SAFE SERVICES AND RELATED 1300499 SAN FRANCISCO POLICE DEPARTMENT 1245 3RD ST 6TH FLOOR SAN FRANCISCO CA 94158 10B POLICE PATROLS 1110477 BLOCK BY BLOCK PO BOX 643873 CINCINNATI OH 45264 CLEAN & SAFE SERVICES AND RELATED 698695 APPLIED VIDEO SOLUTIONS INC 2601 MISSION STREET 401 SAN FRANCISCO CA 94110 SECURITY CAMERA EQ & INSTALLTIONS 241089 HORNE SERVICES & SALES 2186 BUSH STREET SAN FRANCISCO CA 94115 FINANCE MANAGER/SECURITY CAMERA PM 112114 5 3202009 18385 3202009 ASSESSMENT REVENUE 531390 3279352 3279352 3279352 243 243 82200 32458 49742 49742 6531346 3279352 0 49985 X 181910 90955 90955 226386 140919 85467 10736 4015 6721 27055 11904 15151 44200 44200 114887 14264 100623 2228014 2184930 43084 165884 165884 24050 24050 69069 69069 15345 1015 14330 1764 353 437 974 72924 66459 6465 38485 10521 27964 SILICON VALLEY COMMUNIT 1046054 1046054 SPECIAL EVENTS 156886 156886 STREETSCAPE IMPROVEMENT 123920 123920 ADVOCACY AND PUBLIC AFF 41017 41017 4588586 4059096 528516 974 271201 169619 1695526 3413173 29601 63171 110059 305265 16349 32511 406886 133378 103416 273508 2226152 4257247 292323 380658 292323 380658 X 1880602 1861835 53227 2014754 1933829 3876589 2226152 4257247 1942760 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 3279352 352261 133378 218883 54625 54625 273508 X 6574614 10810 32458 43268 6531346 0 6531346 4631854 10810 32458 43268 4588586 0 4588586 PART X, LINE 2: THE USBID RECOGNIZES A THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN, OR EXPECTED TO BE TAKEN, IN A TAX RETURN AND REQUIRES THE AFFIRMATIVE EVALUATION THAT IS MORE-LIKELY-THAN-NOT, BASED ON THE TECHNICAL MERITS OF A TAX POSITION, THAT AN ORGANIZATION IS ENTITLED TO ECONOMIC BENEFITS RESULTING FROM TAX POSITIONS TAKEN IN INCOME TAX RETURNS. FOR TAX EXEMPT ENTITIES, FAVORABLE TAX STATUS ITSELF IS DEEMED TO BE AN UNCERTAINTY, AS EVENTS COULD POTENTIALLY OCCUR TO JEOPARDIZE THEIR TAX-EXEMPT STATUS. IF A TAX POSITION DOES NOT MEET THE MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD, THE BENEFIT OF THAT POSITION IS NOT RECOGNIZED IN THE FINANCIAL STATEMENTS. THE USBID'S EVALUATION ON JUNE 30, 2015 REVEALED NO TAX POSITIONS THAT WOULD HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENTS. THE 2011 THROUGH 2014 TAX YEARS REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. IN ADDITION, THE 2010 THROUGH 2014 TAX YEARS REMAIN SUBJECT TO EXAMINATION BY THE CALIFORNIA FRANCHISE TAX BOARD. THE USBID DOES NOT BELIEVE THAT ANY REASONABLY POSSIBLE CHANGES WILL OCCUR WITHIN THE NEXT TWELVE MONTHS THAT WILL HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 32,458. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 32,458. ANNUAL LUNCHEON 82200 82200 32458 82200 82200 32458 32458 49742 X X X X 0 0 0 0 0 0 0 0 0 KARIN FLOOD EXECUTIVE DIRECTOR 142080 0 14865 0 0 0 0 0 9912 0 166857 0 0 0 PART I, LINE 3 THE EXECUTIVE DIRECTOR'S COMPENSATION WAS REVIEWED BY THE EXECUTIVE COMMITTEE IN DECEMBER 2014 AND APPROVED BY EXECUTIVE COMMITTEE AND BOARD PRESIDENT. THE REVIEW CONSISTED OF COMPARING COMPENSATION TO CURRENT MARKET DATA (SURVEYS) FROM SIMILAR BAY AREA ORGANIZATIONS. FORM 990, PART III, LINE 2 THE ORGANIZATION RECEIVED A $3,000,000 GRANT FROM THE SILICON VALLEY COMMUNITY FOUNDATION IN DECEMBER 2014 TO PROVIDE ADDITIONAL SAN FRANCISCO POLICE PATROLS AND FOR SECURITY CAMERA INSTALLATIONS. FORM 990, PART VI, SECTION A, LINE 2 KARIN FLOOD, EXECUTIVE DIRECTOR, IS DAUGHTER OF BOARD MEMBER JAMES C. FLOOD. SEVERAL BOARD MEMBERS ARE ALSO MEMBERS OF THE HOTEL COUNCIL OF SAN FRANCISCO. KELLY POWERS IS AN EMPLOYEE OF HOTEL COUNCIL AND IS A BOARD MEMBER. FORM 990, PART VI, SECTION A, LINE 6 THE PROPERTY OWNERS IN THE DISTRICT ARE MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A PROPERTY OWNERS GET TO VOTE ON BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 11 THE FINANCE COMMITTEE REVIEWS A DRAFT OF THE FORM 990. THE FINANCE COMMITTEE THEN PRESENTS THE FULL 990 COPY TO THE BOARD FOR REVIEW PRIOR TO BOARD MEETING AND MAKES COPIES AVAILABLE AT THE BOARD MEETING AND THE BOARD VOTES TO APPROVE THE 990. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR ALL BOARD MEMBERS ARE REQUIRED TO REVIEW AND UPDATE THEIR CONFLICT OF INTEREST FORMS AND LIST ANY CONFLICTS. BOARD MEMBERS THEN RECUSE THEMSELVES IN VOTES OR DISCUSSIONS WHERE THEY MAY HAVE A CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE REVIEWS THE SALARY OF THE EXECUTIVE DIRECTOR AND STAFF OF THE ORGANIZATION EACH YEAR AND COMPARES SALARIES TO SALARY SURVEY INFORMATION AND PUBLICLY AVAILABLE SALARY DATA AND ADJUSTS SALARIES AS NECESSARY. FORM 990, PART VI, SECTION C, LINE 19 ALL ORGANIZATION POLICIES ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 2,184,930. MANAGEMENT AND GENERAL EXPENSES 43,084. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,228,014. FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSIGHT OF THE AUDIT AND SELECTION OF INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM PRIOR YEAR.