2015-06-18T12:02:26-05:00 2014-12-31 271155496 ROBERT LEE & ASSOCIATES LLP 226 AIRPORT PARKWAY SAN JOSE CA 95110 990 2014-01-01 942460352 THE SILICON VALLEY LEADERSHIP GROUP SILI 4085017864 2001 GATEWAY PLACE NO 101E SAN JOSE CA 95110 CARL GUARDINO CEO 4085017864 2015-06-10 1 SCOTT SMEAD P01208759 4088556770 2014 2016-04-25 22:37:26Z CARL GUARDINO 2001 GATEWAY PLACE NO 101E SAN JOSE CA 95110 4227694 0 X WWW.SVLG.ORG X 1977 CA TO IMPROVE THE GENERAL BUSINESS CONDITIONS AND QUALITY OF LIFE IN AND AROUND SILICON VALLEY. 39 38 28 1450 0 0 202643 617228 3570017 3399851 598 941 435313 145099 4208571 4163119 0 0 0 0 2575273 2888995 0 0 0 1287290 1143715 3862563 4032710 346008 130409 2525718 2529722 818618 692213 1707100 1837509 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. 0 0 ESTABLISHING A GREEN BANK IN CALIFORNIA: THE LEADERSHIP GROUP PLAYED A LEADING ROLE IN THE COALITION THAT ADVANCED THE IDEA OF A GREEN BANK THAT WOULD HELP SCALE CLEAN ENERGY IN CALIFORNIA. THE RESULT WAS SB 1121 (DE LEON), WHICH PASSED THROUGH HOUSE THE STATE SENATE IN 2014.MEANINGFUL PROGRESS ON THE SILICON VALLEY HOUSING CRISIS: THE LEADERSHIP GROUP WAS A DRIVING FORCE IN THE SUCCESSFUL EFFORT TO SECURE $15.4 MILLION FOR SANTA CLARA COUNTY AFFORDABLE HOUSING, TOGETHER WITH THE HOUSING TRUST SILICON VALLEY AND THE SANTA CLARA COUNTY CITIES ASSOCIATION. THE LEADERSHIP GROUP LED ORGANIZING EFFORTS TO REACH ALL CITIES AND TO GET COOPERATION IN SETTING ASIDE THE FUNDING, THAT WOULD HAVE OTHERWISE NEVER HAVE GONE TO AFFORDABLE HOUSING.PREPARING OUR KIDS TO COMPETE: THE LEADERSHIP GROUP HAS BEEN A LEADING NORTHERN CALIFORNIA BUSINESS VOICE IN SUPPORT OF EARLY CHILDHOOD EDUCATION. THE LATEST FRUIT OF THAT SUPPORT WAS THE PASSAGE OF SB 837 (STEINBERG), WHICH ESTABLISHED A PILOT PROGRAM FOR TRANSITIONAL KINDERGARTEN FOR 4-YEAR OLDS IN SELECT SITES ACROSS THE STATE, WITH THE INTENT TO EVENTUALLY ROLL-OUT AND OFFER TRANSITIONAL KINDERGARTEN TO ALL 4-YEAR OLDS IN CALIFORNIA. RESEARCH SHOWS THAT HIGH-QUALITY EARLY CHILDHOOD EDUCATION IS A STRONG INDICATOR OF EDUCATIONAL SUCCESS THROUGHOUT A STUDENTS LIFE.EXPANDING EMPLOYER CHOICE IN COVERED CALIFORNIA: IN JUNE, COVERED CA ANNOUNCED THAT IT WOULD ALLOW EMPLOYERS TO EXPAND HEALTH PLAN CHOICES FOR EMPLOYEES BY LETTING THEM SHOP FOR PLANS IN TWO ADJOINING METAL TIERS (BRONZE + SILVER, SILVER + GOLD OR GOLD + PLATINUM). SUCH EXPANSIONS OF EMPLOYER CHOICE UNDER THE COVERED CA SMALL EMPLOYER HEALTH OPTIONS PROGRAM (SHOP) HAVE BEEN A LONGSTANDING GOAL OF THE LEADERSHIP GROUP.EQUIPPING UNIVERSITY STUDENTS FOR THE JOB MARKET:THE LEADERSHIP GROUP SUPPORTED AB 1022 (HUFF), WHICH PROVIDES STUDENTS AND THEIR FAMILIES WITH ACCURATE INFORMATION ABOUT THE LABOR MARKET AND CALIFORNIAS HIGHER EDUCATION INSTITUTIONS. THIS TOOL WILL GIVE STUDENTS A CLEARER IDEA OF THEIR SALARY AND INDUSTRY PLACEMENT, WHICH WILL HELP THEM MAKE THOUGHTFUL, DATA-DRIVEN DECISIONS ABOUT WHERE AND WHAT THEY WANT TO STUDY.PROMOTING COMPUTER SCIENCE EDUCATION: THE LEADERSHIP GROUP WORKED WITH COALITION PARTNERS TO OBTAIN THE GOVERNOR'S SUPPORT FOR AB 1764, WHICH ALLOWS SCHOOL DISTRICTS TO HAVE EXISTING COMPUTER SCIENCE (CS) COURSES SATISFY CORE MATHEMATICS REQUIREMENTS (ABOVE THE STATE-REQUIRED 2 YEARS) IN CALIFORNIA HIGH SCHOOLS. THIS BILL WILL MOTIVATE MORE STUDENTS TO COMPLETE CS COURSES AND SPUR MORE STUDENTS TO PURSUE CS IN COLLEGE AND CAREER.STREAMLINING SOLAR PERMITTING: WITH SUPPORT FROM THE LEADERSHIP GROUP, THE LEGISLATURE PASSED AND GOV. BROWN SIGNED AB 1288 (MURATSUCHI), WHICH WILL STREAMLINE PERMITTING FOR SMALL SCALE SOLAR INSTALLATIONS IN MUNICIPALITIES.INCENTIVIZING ENERGY SELF-GENERATION: THE GOVERNOR EXTENDED THE SELF GENERATION INCENTIVE PROGRAM, WHICH THE LEADERSHIP GROUP HAD SUPPORTED IN THE FORM OF AB 1624 (GORDON).SMOOTHING THE TRANSITION TO COVERED CALIFORNIA: THE GOVERNOR SIGNED SB 1446 (DESAULINER), WHICH ENSURES THAT STATE LAW CONFORMS WITH FEDERAL LAW ALLOWING SMALL EMPLOYERS TO CONTINUE OFFERING THEIR 2013 MEDICAL INSURANCE PLANS UNTIL DECEMBER 2015.STRENGTHENING COVERED CALIFORNIA THROUGH TECHNOLOGY: WITH LEADERSHIP GROUP SUPPORT, COVERED CALIFORNIA APPROVED A NEW POLICY ALLOWING THE PURCHASE OF THEIR INSURANCE PRODUCTS THROUGH APPROVED PRIVATE WEB-BASED BROKERS. INCREASING THE NUMBER OF WAYS A PERSON CAN BUY INSURANCE WILL HELP RELIEVE CONGESTION ON THEIR WEBSITE AND MAKE IT EASIER FOR CONSUMERS TO SHOP AND COMPARE PLANS, BOTH OFF AND ON THE EXCHANGE.SUPPORTING A FEDERAL R&D TAX CREDIT: THE SILICON VALLEY LEADERSHIP GROUP LENT ITS VOICE TO THE R&D CREDIT COALITION, WHOSE SUPPORT HELPED PASS HR 4438 TO ESTABLISH A PERMANENT R&D TAX CREDIT WHICH INCLUDES THE ALTERNATIVE SIMPLIFIED CREDIT FAVORED BY SILICON VALLEY BUSINESSES. 0 1 0 1 0 0 0 0 0 1 0 0 0 0 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 19 0 1 28 1 0 0 0 0 0 0 0 0 X 39 38 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 JOHN ADAMS SECRETARY/TREASURER 4.00 X X 0 0 0 MO QAYOMI BOARD MEMBER 3.00 X 0 0 0 KEN MCNEELY BOARD MEMBER 3.00 X 0 0 0 GREG BECKER VICE CHAIRMAN 4.00 X X 0 0 0 STEVEN BERGLUND CHAIRMAN 4.00 X X 0 0 0 JES PEDERSEN BOARD MEMBER 3.00 X 0 0 0 KEVIN MURAI BOARD MEMBER 3.00 X 0 0 0 STEVE ROSSI BOARD MEMBER 3.00 X 0 0 0 KEN KANNAPPAN BOARD MEMBER 3.00 X 0 0 0 ENRIQUE LORES BOARD MEMBER 3.00 X 0 0 0 GARY LAUER BOARD MEMBER 3.00 X 0 0 0 AART DE GEUS FORMER CHAIRMAN /BOARD MEM 4.00 X X 0 0 0 RAQUEL GONZALEZ BOARD MEMBER 3.00 X 0 0 0 LAURA GUIO BOARD MEMBER 3.00 X 0 0 0 KIM POLESE BOARD MEMBER 4.00 X 0 0 0 BRANT FISH BOARD MEMBER 3.00 X 0 0 0 CARL GUARDINO PRESIDENT & CEO 40.00 X X 695031 0 11500 TOM FALLON BOARD MEMBER 3.00 X 0 0 0 BRAD BULLINGTON BOARD MEMBER 3.00 X 0 0 0 TOM GEORGENS BOARD MEMBER 4.00 X 0 0 0 MICHAEL ENGH BOARD MEMBER 3.00 X 0 0 0 CLAUDE DARTIGUELONGUE BOARD MEMBER 3.00 X 0 0 0 DAVID CUSH BOARD MEMBER 4.00 X 0 0 0 JOHN BOLAND BOARD MEMBER 3.00 X 0 0 0 GEORGE BLUMENTHAL BOARD MEMBER 3.00 X 0 0 0 KEN GOLDMAN BOARD MEMBER 3.00 X 0 0 0 CHRIS BOYD BOARD MEMBER 3.00 X 0 0 0 ANDY BALL BOARD MEMBER 3.00 X 0 0 0 SHELLYE ARCHAMBEAU BOARD MEMBER 4.00 X 0 0 0 MARTIN ANSTICE BOARD MEMBER 3.00 X 0 0 0 MIKE SPLINTER FORMER CHAIRMAN /BOARD MEM 4.00 X X 0 0 0 MATT MAHAN BOARD MEMBER 3.00 X 0 0 0 TOM WERNER FORMER CHAIRMAN /BOARD MEM 4.00 X X 0 0 0 VIVEK RANADIVE BOARD MEMBER 3.00 X 0 0 0 ROSEMARY TURNER BOARD MEMBER 3.00 X 0 0 0 RON SEGE BOARD MEMBER 3.00 X 0 0 0 ALAN SALZMAN BOARD MEMBER 3.00 X 0 0 0 JED YORK BOARD MEMBER 3.00 X 0 0 0 RICK WALLACE BOARD MEMBER 4.00 X 0 0 0 695031 0 11500 1 0 1 0 0 453277 163951 163951 617228 MEMBERSHIP DUES 900099 2123289 2123289 MISC. SPECIAL PROJECTS 900099 1226562 1226562 PRESCHOOL INITIATIVE 900099 50000 50000 3399851 941 941 77573 453277 64575 12998 12998 THIRD-PARTY REIMBURSEM 900099 130801 130801 HONORARIUM 900099 1300 1300 132101 4163119 3531952 0 13939 706531 1807251 74162 126021 175030 9420 160000 148056 88297 157701 78291 17140 16911 18471 SPECIAL PROJECT EXPENSE 264020 PRESCHOOL INITIATIVE EX 101743 ADVOCACY FIRM 68460 BANK SERVICE CHARGES 7429 7776 4032710 594795 800353 1383418 1460580 484227 208506 2794 7798 115161 81176 42984 33985 17500 18500 2525718 2529722 376275 244849 442343 447364 818618 692213 X 1615357 1797509 91743 40000 1707100 1837509 2525718 2529722 130409 0 X X 1 X 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 0 0 31063 19782 11281 39221 28672 10549 44877 32722 12155 33985 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, 2014 MANAGEMENT DID NOT IDENTIFY ANY UNCERTAIN TAX POSITIONS. ANNUAL LUNCH EVENT 530850 453277 77573 43450 21125 530850 453277 77573 43450 21125 64575 12998 X X X 0 0 0 CARL GUARDINO PRESIDENT & CEO 426715 0 256316 0 12000 0 0 0 11500 0 706531 0 0 0 X ADVERTISING 1 118982 FAIR MARKET VALUE X AIRLINE TICKETS 2 44969 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS 39 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 11 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 YEARS. 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 1 SILICON VALLEY LEADERSHIP GROUP FOUNDATION L 24500 FAIR VALUE SILICON VALLEY LEADERSHIP GROUP FOUNDATION N 29074 FAIR VALUE SILICON VALLEY LEADERSHIP GROUP FOUNDATION Q 130801 FAIR VALUE SILICON VALLEY LEADERSHIP GROUP FOUNDATION R 23498 FAIR VALUE SILICON VALLEY LEADERSHIP GROUP FOUNDATION S 197 FAIR VALUE