2013-02-15T13:42:06-06:00 2012-06-30 521511275 RAFFA PC 1899 L STREET NW SUITE 900 WASHINGTON DC 20036 990 2011-07-01 270038938 SMART GROWTH AMERICA SMAR 2022073355 1707 L STREET NW NO 250 WASHINGTON DC 20036 GEOFFREY ANDERSON 2022073355 2013-02-15 1 FRANK H SMITH P00639053 2028225000 2013-02-14 2011 2016-03-07 17:11:31Z X GEOFFREY ANDERSON 1707 L STREET NW NO 250 WASHINGTON DC 20036 5582116 0 X WWW.SMARTGROWTHAMERICA.ORG X 2002 DC FORMED TO CONSERVE ENERGY, NATURAL RESOURCES, PROTECT ENVIRONMENTAL AND AESTHETIC QUALITY. 16 15 60 15 0 0 6816173 5195315 324980 336968 32782 22271 12722 27562 7186657 5582116 70500 225000 0 0 2907087 2732151 0 0 33142 3408090 2856767 6385677 5813918 800980 -231802 5597119 5323148 531244 489075 5065875 4834073 X SMART GROWTH AMERICA IS A COALITION OF NEARLY 100 ADVOCACY ORGANIZATIONS THAT HAVE A STAKE IN HOW METROPOLITAN EXPANSION AFFECTS OUR ENVIRONMENT, QUALITY OF LIFE AND ECONOMIC SUSTAINABILITY. SMART GROWTH AMERICA'S DIVERSE COALITION PARNTERS INCLUDING NATIONAL, STATE, AND LOCAL GROUPS WORKING ON BEHALF OF THE ENVIRONMENT, HISTORIC PRESERVATION, SOCIAL EQUITY, LAND CONSERVATION, NEIGHBORHOOD REDEVELOPMENT, FARMLAND PROTECTION, LABOR AND TOWN PLANNING. 0 0 4599273 336968 EDUCATION, OUTREACH AND POLICY: POLICY DEVELOPING AND ADVOCATING FOR SMART GROWTH POLICIES AT VARIOUS LEVELS OF GOVERNMENT. 751396 225000 IMPLEMENTATION AND ADVISING: SMART GROWTH LEADERSHIP INSTITUTE (SGLI) PROVIDES TECHNICAL ASSISTANCE TO COMMUNITIES AND PUBLIC OFFICIALS WHO WANT INFORMATION ABOUT SMART GROWTH IMPLEMENTATION AND POLICY MAKING. 5350669 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 37 0 1 60 1 0 0 0 0 0 0 0 0 0 0 X 16 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X GEOFFREY ANDERSON 2022073355 1707 L STREET NW NO 250 WASHINGTON DC 20036 MICHAEL K WOO 1.00 X X 0 0 0 SCOT SPENCER 1.00 X X 0 0 0 F KAID BENFIELD 1.00 X 0 0 0 DAVID CROSSLEY 1.00 X 0 0 0 HATTIE DORSEY 1.00 X 0 0 0 MADELINE FRASER-COOK 1.00 X 0 0 0 ANA GELABERT-SANCHEZ 1.00 X 0 0 0 PETER HARNIK 1.00 X 0 0 0 DANIEL HERNANDEZ 1.00 X 0 0 0 BRIDGET JONES EDD 1.00 X 0 0 0 JEREMY MADSEN 1.00 X 0 0 0 DRU SCHMIDT-PERKINS 1.00 X 0 0 0 EMILY WADHAMS 1.00 X 0 0 0 RACHEL WINNER 1.00 X 0 0 0 SCOTT WOLF 1.00 X 0 0 0 GEOFFREY ANDERSON 40.00 X X 181668 0 4470 PARRIS N GLENDENING 40.00 X 133024 0 3908 DAVID GOLDBERG 40.00 X 104501 0 3123 ROGER MILLAR 40.00 X 124375 0 0 LEA SCHUSTER 40.00 X 124235 0 2427 667803 0 13928 5 0 1 0 RECONNECTING AMERICA 436 14TH STREET SUITE 1005 OAKLAND CA 94615 CONSULTING EXPENSES 225000 SPITFIRE STRATEGIES 1800 M STREET NW SUITE 300 WASHINGTON DC 20036 CONSULTING EXPENSES 120115 BALL JANIK LLP 101 SOUTHWEST MAIN ST SUITE 1100 PORTLAND OR 972043219 CONSULTING EXPENSES 112117 RAFFA PC 1899 L STREET NW 9TH FLOOR WASHINGTON DC 20036 ACCOUNTING & HUMAN RESOURCE SERVICES 103504 BARBARA MCCANN 1439 MONROE STREET WASHINGTON DC 20010 CONSULTING EXPENSES 100019 5 121483 637424 4436408 5195315 FEE FOR SERVICE 900099 309585 309585 HONORARIA 900099 27383 27383 336968 22271 22271 SUBLEASE INCOME 900099 15062 15062 REIMBURSED EXPENSES 900099 9484 9484 MISCELLANEOUS REVENUE 900099 3016 3016 27562 5582116 336968 0 49833 225000 225000 320177 157212 149479 13486 2008017 1555733 448124 4160 51782 40518 11161 103 176173 130604 44523 1046 176002 129599 45108 1295 14757 9234 5523 170735 14702 156033 1466664 1439490 27174 143459 81562 61600 297 21245 20721 524 417026 232303 184723 333182 282711 46447 4024 155142 131153 23542 447 62723 35777 26946 6791 6791 PUBLICATIONS 26479 18146 8333 DUES AND SUBSCRIPTIONS 23345 17375 5970 PAYROLL ADMINISTRATION 15219 15219 INDIRECT COST ALLOC. 0 828829 -837113 8284 5813918 5350669 430107 33142 3036927 3295373 2139731 1698250 181884 111326 44048 43551 373241 227019 166278 146222 28251 28426 5597119 5323148 367273 340399 163971 148676 531244 489075 X 1249180 1345863 3816695 3488210 5065875 4834073 5597119 5323148 -231802 0 X 0 1 1 X 1 1 X 3646826 10143024 3120732 6816173 5195315 28922070 3646826 10143024 3120732 6816173 5195315 28922070 18700330 10221740 2070 35065 133029 40072 37333 247569 2068 2383 9661 5432 12500 32044 29201683 1425556 0.35000 0.38550 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 52704 288824 341528 5472390 5813918 440696 110174 0 0 395202 494554 469284 440696 1799736 2699604 50312 214660 406158 341528 1012658 98801 123639 117321 110174 449935 674903 27280 53821 102826 52704 236631 146779 59629 87150 94977 81006 13971 131485 86384 45101 146222 DEFERRED CONSTRUCTION ALLOWANCE 101361 DEFERRED RENT 47315 148676 5582116 5813918 -231802 -231802 5581454 14400 14400 5567054 15062 15062 5582116 5813256 14400 14400 5798856 15062 15062 5813918 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: CURRENT ACCOUNTING STANDARDS REQUIRE RECOGNITION IN THE STATEMENT OF FINANCIAL POSITION FOR ANY UNCERTAIN TAX POSITIONS. THE THRESHOLD FOR RECOGNIZING TAX RETURN POSITIONS IS DEFINED AS "MORE LIKELY THAN NOT" THAT THE POSITION IS SUSTAINABLE, BASED ON ITS TECHNICAL MERITS. IN THE OPINION OF MANAGEMENT, THE APPLICATION OF THESE STANDARDS RESULTS IN NO IMPACT ON THE FINANCIAL STATEMENTS OF SMART GROWTH. PART XII, LINE 4B - OTHER ADJUSTMENTS: SUBLEASE INCOME 15,062. PART XIII, LINE 4B - OTHER ADJUSTMENTS: SUBLEASE INCOME 15,062. 1 RECONNECTING AMERICA 436 14TH STREET SUITE 1005 OAKLAND CA 94612 522020542 501(C)(3) 225000 TRANSPORTATION FOR AMERICA EXPENSES 1 0 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: FOR GRANTS THAT SGA AWARDS, SGA SIGNS AN AGREEMENT WITH THE GRANTEE SPECIFYING THE PURPOSE OF THE AWARD AND THE WORK TO BE COMPLETED UNDER THE GRANT. SGA HOLDS PERIODIC CHECK INS WITH GRANTEES TO MONITOR PROGRESS AND OBTAINS COPIES OF ALL PRODUCTS PRODUCED UNDER THE GRANT. X X 0 0 0 0 0 0 0 1 0 GEOFFREY ANDERSON 159890 0 21778 0 0 0 4470 0 0 0 186138 0 0 0 PART I, LINE 7 DURING THE YEAR, SGA PAID A DISCRETIONARY BONUS TO THE PRESIDENT AND CEO AS DETERMINED BY THE BOARD OF DIRECTORS AND BASED ON PERFORMANCE. FORM 990, PART VI, SECTION B, LINE 11 A COPY OF THE FEDERAL FORM 990 IS DISTRIBUTED TO THE BOARD OF DIRECTORS AND THE THE AUDIT COMMITTEE FOR REVIEW AND COMMENT PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, DIRECTORS AND TRUSTEES ARE REQUIRED TO SIGN A DISCLOSURE FORM RELATED TO CONFLICTS OF INTEREST ON AN ANNUAL BASIS. THE DISCLOSURES ARE REVIEWED AND ANY POTENTIAL CONFLICTS ARE ADDRESSED ACCORDING TO THE ORGANIZATION'S BYLAWS. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE REVIEWS COMPENSATION FOR POTENTIAL CANDIDATES AND THE PRESIDENT AND CEO, AND APPROVES COMPENSATION BASED ON AVAILABLE COMPARABLE DATA. ALL EXECUTIVE COMMITTEE MEETINGS AND DECISIONS ARE DOCUMENTED IN MEETING MINUTES. FORM 990, PART VI, SECTION C, LINE 19 SGA MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.