2014-12-24T11:25:19-06:00 2014-06-30 942513310 LAUTZE & LAUTZE 303 SECOND STREET SUITE 950N SAN FRANCISCO CA 94107 990 2013-07-01 943159152 UNION SQUARE BUSINESS IMPROVEMENT DISTRICT UNIO 4157817880 323 GEARY STREET NO 203 SAN FRANCISCO CA 94102 KARIN FLOOD EXECUTIVE DIRECTOR 4157817880 2014-12-09 1 JARED HEIN P00354637 4155436900 2013 2015-11-30 17:44:51Z KARIN FLOOD 323 GEARY STREET SUITE 203 SAN FRANCISCO CA 94103 3331270 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 4 75 0 0 99857 58784 3116158 3202318 573 293 37138 39903 3253726 3301298 10000 0 0 0 358646 428168 0 0 0 2724777 2825811 3093423 3253979 160303 47319 2210148 2226152 323638 292323 1886510 1933829 WE ENHANCE THE VISITOR EXPERIENCE AND BUSINESS ENVIRONMENT, MAKING UNION SQUARE THE #1 DESTINATION IN THE WORLD. 0 0 2238347 2657924 CLEAN & SAFE SERVICES - THE UNION SQUARE BID (USBID) PROPOSES TO ENHANCE THE EXPERIENCE OF VISITONS TO THE AREA BY PROVIDING CLEAN & SAFE SERVICES. CLEAN SERVICES INCLUDE - MAINTENANCE WORKERS PROVIDING DAILY REFUSE PICKUP, SIDEWALK SWEEPING, STEAM CLEANING OF ALL SIDEWALKS EVERY TWO WEEKS, TRASH RECEPTACLE CONTROL, REMOVAL OF ILLEGAL DUMPED ITEMS, AND GRAFFITI REMOVAL. SAFE SERVICES INCLUDE THE HIRING ONF ONE SFPD OFFICER FOR 10 HOURS DAILY (10B PROGRAM) AND EIGHT FULL TIME COMMUNITY SERVICE AMBASSADORS TO PATROL THE AREA AND HELP VISITORS WITH DIRECTIONS AND INFORMATION AND TO PROVIDE SECURITY TO THE AREA AND REFERRALS TO SOCIAL SERVICES FOR THOSE IN NEED. IN ADDITION THE USBID HAS INSTALLED SECURITY CAMERAS TO HELP RAISE THE LEVEL OF SAFETY FOR ALL VISITORS, RESIDENTS AND BUSINESSES. 572462 512371 MARKETING, STREETSCAPES & ADVOCACY SERVICES - MARKETING FOR THE USBID INCLUDES PRODUCTION OF WEBSITE AND SOCIAL MEDIA PAGES FOR VISITORS AND RESIDENTS, PRODUCTION OF WELCOME KITS FOR MERCHANTS AND MEMBERS AND A MAP & GUIDE, 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 POSITIVE EXPERIENCE FOR VISITORS AND GIVE THE DISTRICT AND PROPERTY OWNERS A SINGLE VOICE IN MATTERS THAT MAY EFFECT THE MEMBERS. THE USBID LAUNCHED A PROJECT TO ASSIST PEOPLE IN NEED IN THE NEIGHBORHOOD CALLED UNION SQUARE CARES. 39342 32023 POWELL STREET PROMENADE - THE POWELL STREET PROMENADE IS A SIDEWALK IMPROVEMENT PROJECT TO IMPROVE THE PEDESTRIAN EXPERIENCE ALONG TWO BLOCKS OF POWELL STREET, BY PROVIDING AN EXTENSION OF THE EXISTING SIDEWALK BY SIX FEET AND PLACEMENT OF PLANTERS, TABLE AND BENCHES FOR PEDESTRIAN AND VISITOR USE. THE PROMENADE WAS DONATED TO THE CITY OF SAN FRANCISO OCTOBER 2011 BUT IS MAINTAINED BY THE USBID. 2850151 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 1 0 0 0 0 0 0 0 0 1 21 0 1 4 1 0 0 0 0 1 1 0 X 23 22 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X 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 40.00 X X 150985 0 6297 JIM CHAPPELL DIRECTOR 5.00 X 0 0 0 JON KIMBALL DIRECTOR 5.00 X 0 0 0 LOUIS MEUNIER DIRECTOR 5.00 X 0 0 0 STEPHEN BRETT DIRECTOR 5.00 X 0 0 0 KEVIN CARROLL DIRECTOR 5.00 X 0 0 0 THOMAS CARROLL DIRECTOR 5.00 X 0 0 0 JAMES C FLOOD DIRECTOR 5.00 X 0 0 0 SHIRLEY HOWARD-JOHNSON DIRECTOR 5.00 X 0 0 0 MICHAEL JOKOVICH DIRECTOR 5.00 X 0 0 0 MAN J KIM DIRECTOR 5.00 X 0 0 0 ELLEN MAGNIN NEWMAN DIRECTOR 5.00 X 0 0 0 TAD MOORE DIRECTOR 5.00 X 0 0 0 ALAN MORRELL DIRECTOR 5.00 X 0 0 0 BETSY NELSON DIRECTOR 5.00 X 0 0 0 MAURICE QUILLEN DIRECTOR 5.00 X 0 0 0 ELLEN RICHARD DIRECTOR 5.00 X 0 0 0 SHELLY SCHEMBRE DIRECTOR 5.00 X 0 0 0 SPENCER SECHLER DIRECTOR 5.00 X 0 0 0 DON THOMAS DIRECTOR 5.00 X 0 0 0 WES TYLER DIRECTOR 5.00 X 0 0 0 150985 0 6297 1 0 1 0 MJM MANAGEMENT GROUP 706 MISSION STREET 8TH FLOOR SAN FRANCISCO CA 94103 CLEAN & SAFE SERVICES AND RELATED 2360948 HORNE SERVICES & SALES 2186 BUSH STREET SAN FRANCISCO CA 94115 FINANCE MANAGER/SECURITY CAMERA PM 109571 2 58784 7757 58784 ASSESSMENT REVENUE 531390 3202318 3202318 3202318 293 293 69875 29972 39903 39903 3301298 3202318 0 40196 X 169122 84561 84561 229977 159931 70046 1407 1407 27662 17825 9837 33215 33215 96904 96904 2160025 2160025 167230 167230 17764 220 17544 24120 1499 22621 41745 41745 5576 113 5463 5674 224 5450 37867 32149 5718 17367 8050 9317 STREETSCAPE IMPROVEMENT 101400 101400 SPECIAL EVENTS 56005 56005 ADVOCACY AND PUBLIC AFF 42430 42430 18489 18489 3253979 2850151 403828 0 93765 271201 1885402 1695526 34901 29601 105287 110059 13597 16349 173510 70094 77196 103416 2210148 2226152 300396 292323 23242 323638 292323 X 1793610 1880602 92900 53227 1886510 1933829 2210148 2226152 47319 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 3202318 7500 7500 7500 PART III-B LINE 1 THE $7,500 FUNDS USED FOR LOBBYING EXPENDITURES WERE VOLUNTARILY CONTRIBUTED AND WERE NOT FROM ASSESSMENTS. 173510 70094 103416 103416 X 3370826 39556 29972 69528 3301298 0 3301298 3323507 39556 29972 69528 3253979 0 3253979 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, 2014 REVEALED NO TAX POSITIONS THAT WOULD HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENTS. THE 2010 THROUGH 2013 TAX YEARS REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. IN ADDITION, THE 2009 THROUGH 2013 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 29,972. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 29,972. ANNUAL LUNCHEON 69875 69875 29972 69875 69875 29972 29972 39903 X X X X 0 0 0 0 0 0 0 0 0 KARIN FLOOD EXECUTIVE DIRECTOR 137120 0 13865 0 0 0 0 0 6297 0 157282 0 0 0 PART I, LINE 3 THE EXECUTIVE DIRECTOR'S COMPENSATION WAS REVIEWED BY THE EXECUTIVE COMMITTEE IN DECEMBER 2013 AND APPROVED BY EXECUTIVE COMMITTEE AND BOARD PRESIDENT. THE REVIEW CONSISTED OF COMPARING COMPENSATION TO CURRENT MARKET DATA (SURVEYS) FROM SIMILAR BAY AREA ORGANIZATIONS. JAMES C FLOOD BOARD MEMBER 40000 RENT FOR SERVICES 0 KARIN FLOOD EMPLOYEE (EXECUTIVE DIRECTOR) 40000 RENT FOR SERVICES 0 FORM 990, PART VI, SECTION A, LINE 2 KARIN FLOOD, EXECUTIVE DIRECTOR, IS DAUGHTER OF BOARD MEMBER JAMES C. FLOOD. SEVERAL BOARD MEMBERS ARE BOARD MEMBERS OF THE HOTEL COUNCIL OF SAN FRANCISCO DURING THE 2013-14 FISCAL YEAR. ONE BOARD MEMBER IS ALSO THE EXECUTIVE DIRECTOR OF THE HOTEL COUNCIL. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION'S MEMBERS ARE THE PROPERTY OWNERS AND TENANTS OF THE GREATER UNION SQUARE AREA. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION'S MEMBERS ARE THE PROPERTY OWNERS AND TENANTS OF THE GREATER UNION SQUARE AREA. THEY ELECT ALL BOARD MEMBERS. FORM 990, PART VI, SECTION A, LINE 7B MEMBERS WOULD BE REQUIRED TO APPROVE CHANGE IN BYLAWS OR CHANGES IN MANAGEMENT PLAN FOR THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11 FINANCE COMMITTEE REVIEWS FORM 990 AND MAKES RECOMMENDATION TO BOARD OF DIRECTORS. ALL BOARD MEMBERS RECEIVE FORM 990 DRAFT PRIOR TO MEETING AND VOTE ON APPROVAL AT BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION QUESTIONS EACH BOARD MEMBER AND EMPLOYEE ANNUALLY AND UPDATES THEIR CONFLICT OF INTEREST FORM. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE DIRECTOR'S COMPENSATION AS WELL AS COMPENSATION FOR THE STAFF POSITIONS WERE REVIEWED BY THE EXECUTIVE COMMITTEE IN DECEMBER 2013 AND APPROVED BY EXECUTIVE COMMITTEE AND BOARD PRESIDENT. THE REVEIW CONSISTED OF COMPARING COMPENSATION TO CURRENT MARKET DATA (SURVEYS) FROM SIMILAR BAY AREA ORGANIZATIONS AND OTHER COMPENSATION DATA. FORM 990, PART VI, SECTION C, LINE 19 ALL RECORDS ARE PUBLIC RECORD AND AVAILABLE UPON REQUEST FROM ORGANIZATION. FORM 990, PART IX, LINE 11G CONTRACT CLEAN AND SAFE SERVICES: PROGRAM SERVICE EXPENSES 2,160,025. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,160,025. FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSIGHT OF THE AUDIT AND SELECTION OF INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM PRIOR YEAR.