2013-12-10T11:43:34-06:00 2013-06-30 942513310 LAUTZE & LAUTZE 303 SECOND STREET SUITE 950N SAN FRANCISCO CA 94107 990 2012-07-01 943159152 UNION SQUARE BUSINESS IMPROVEMENT DISTRICT UNIO 4157817880 323 GEARY STREET NO 203 SAN FRANCISCO CA 94102 KARIN FLOOD 4157817880 2013-12-06 1 JARED HEIN P00354637 4155436900 2012 2015-11-30 17:44:51Z X KARIN FLOOD 323 GEARY STREET SUITE 203 SAN FRANCISCO CA 94103 3280290 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 5 50 0 0 34180 99857 3034250 3116158 -3557 573 30719 37138 3095592 3253726 0 10000 0 0 388920 358646 0 0 294 3549305 2724777 3938225 3093423 -842633 160303 2081206 2210148 354999 323638 1726207 1886510 WE ENHANCE THE VISITOR EXPERIENCE AND BUSINESS ENVIRONMENT, MAKING UNION SQUARE THE #1 DESTINATION IN THE WORLD. 0 0 2144006 2593518 CLEAN & SAFE SERVICES - THE UNION SQUARE BID (USBID) PROPOSES TO ENHANCE THE EXPERIENCE OF VISITORS TO THE GREATER UNION SQUARE 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 ILLEGALLY DUMPED ITEMS, AND GRAFFITI REMOVAL. SAFE SERVICES INCLUDE - THE HIRING OF ONE SFPD 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 TO PROVIDE REFERRALS TO SOCIAL SERVICES FOR THOSE IN NEED. IN ADDITION, THE UNION SQUARE BID LAUNCHED A SECURITY CAMERA PILOT PROJECT TO HELP RAISE LEVEL OF SAFETY FOR ALL VISITORS, BUSINESSES, AND RESIDENTS. 530535 10000 480842 MARKETING, BEAUTIFICATION & ADVOCACY SERVICES - MARKETING FOR THE UNION SQUARE BID 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 AND SIGNAGE AND IMPROVEMENTS TO PUBLIC SPACES - LIKE HOLIDAY LIGHTING. ADVOCACY INCLUDES PROMOTING A CLEAN, SAFE AND VIBRANT DISTRICT TO ASSURE A POSITIVE EXPERIENCE FOR VISITORS AND TO GIVE THE DISTRICT A SINGLE VOICE IN MATTERS THAT MAY DIRECLTY EFFECT THE MEMBERS. THE UNION SQUARE BID LAUNCHED A PROJECT TO ASSIST PEOPLE IN NEED IN THE NEIGHBORHOOD CALLED UNION SQUARE CARES. 51434 41798 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, TABLES, AND BENCHES FOR PEDESTRIAN AND VISITORS USE. THE PROMENADE WAS DONATED TO THE CITY OF SAN FRANCISCO OCTOBER 2011 BUT IS MAINTAINED BY THE UNION SQUARE BID. 2725975 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 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 20 0 1 5 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 5.00 X X 0 0 0 J TIMOTHY FALVEY 5.00 X X 0 0 0 JAMES SANGIACOMO 5.00 X X 0 0 0 JIM CHAPPELL 5.00 X 0 0 0 JON KIMBALL 5.00 X 0 0 0 LOUIS MEUNIER 5.00 X 0 0 0 STEPHEN BRETT 5.00 X 0 0 0 KEVIN CARROLL 5.00 X 0 0 0 THOMAS CARROLL 5.00 X 0 0 0 JAMES C FLOOD 5.00 X 0 0 0 SHIRLEY HOWARD-JOHNSON 5.00 X 0 0 0 MICHAEL JOKOVICH 5.00 X 0 0 0 MAN J KIM 5.00 X 0 0 0 ELLEN MAGNIN NEWMAN 5.00 X 0 0 0 TAD MOORE 5.00 X 0 0 0 ALAN MORRELL 5.00 X 0 0 0 BETSY NELSON 5.00 X 0 0 0 MAURICE QUILLEN 5.00 X 0 0 0 ELLEN RICHARD 5.00 X 0 0 0 SHELLY SCHEMBRE 5.00 X 0 0 0 SPENCER SECHLER 5.00 X 0 0 0 DON THOMAS 5.00 X 0 0 0 WES TYLER 5.00 X 0 0 0 KARIN FLOOD 40.00 X 149402 0 4271 LINDA MJELLEM 40.00 X 53173 0 0 DONNA FICARROTTA 40.00 X 104038 0 0 306613 0 4271 2 0 1 0 MJM MANAGEMENT GROUP 275 POST ST 5TH FLOOR SAN FRANCISCO CA 94108 MAINTENANCE, SECURITY & PROPERTY 2060070 HORNE SERVICES 2186 BUSH STREET SAN FRANCISCO CA 94115 FINANCE, ACCOUNTING & MANAGEMENT 112650 2 99857 9693 99857 ASSESSMENT REVENUE 531390 3116158 3116158 3116158 573 573 63702 26564 37138 37138 3253726 3116158 0 37711 X 10000 10000 166917 78391 88526 165165 114518 50647 2236 1284 952 24328 14495 9833 28368 28368 98867 98867 2120757 2120757 106363 106363 12330 225 12105 21300 21300 36165 36165 3390 24 3366 3220 1694 1526 19695 13642 6053 20334 10888 9446 STREET SCAPE IMPROVEMEN 120304 120304 SPECIAL EVENTS 73528 73528 ADVOCACY AND PUBLIC AFF 59862 59862 294 294 3093423 2725975 367154 294 136531 93765 1808512 1885402 35741 34901 34422 105287 48958 13597 109421 32225 17042 77196 2081206 2210148 354999 300396 23242 354999 323638 X 1638131 1793610 88076 92900 1726207 1886510 2081206 2210148 160303 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 109421 32225 77196 77196 X 3301780 21490 26564 48054 3253726 0 3253726 3141477 21490 26564 48054 3093423 0 3093423 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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. THIS STANDARD ALSO REQUIRES ORGANIZATIONS TO DISCLOSE ADDITIONAL QUANTITATIVE AND QUALITATIVE INFORMATION IN THEIR FINANCIAL STATEMENTS ABOUT UNCERTAIN TAX POSITIONS. THE USBID'S EVALUATION ON JUNE 30, 2013 REVEALED NO TAX POSITIONS THAT WOULD HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENTS. THE 2009 THROUGH 2012 TAX YEARS REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. IN ADDITION, THE 2008 THROUGH 2012 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 26,564. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 26,564. ANNUAL LUNCHEON 63702 63702 26564 63702 63702 26564 26564 37138 0 GOLDEN GATE RESTAURANT ASSOCIATION 100 MONTGOMERY ST SUITE 1280 SAN FRANCISCO CA 94104 940511559 501(C)(6) 10000 SPONSORSHIP OF EVENT 1 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE USBID GAVE SMALL UNRESTRICTED CONTRIBUTIONS TO A SMALL COMMUNITY BASED NON-PROFIT LOCATED WITHIN THE DISTRICT. THE USBID DID NOT REQUIRE A REPORT ON USAGE OF THE FUNDS DONATED SINCE IT WAS AN UNRESTRICTED DONATION. X X X X 0 0 0 0 0 0 0 0 1 1 KARIN FLOOD 135537 0 13865 0 0 0 0 0 4271 0 153673 0 0 0 PART I, LINE 3 THE EXECUTIVE DIRECTOR'S COMPENSATION WAS REVIEWED BY THE EXECUTIVE COMMITTEE IN DECEMBER 2012 AND APPROVED BY EXECUTIVE COMMITTEE AND BOARD PRESIDENT. THE REVIEW CONSISTED OF COMPARING COMPENSATION TO CURRENT MARKET DATA (SURVEYS) FROM SIMILAR BAY AREA ORGANIZATIONS. PART I, LINE 8 PAYMENT OF BONUS TO EXECUTIVE DIRECTOR FOR SERVICES IN 2011. JAMES C FLOOD BOARD MEMBER 37500 OFFICE RENT 0 KARIN FLOOD EMPLOYEE (EXECUTIVE DIRECTOR) 37500 OFFICE RENT 0 FORM 990, PART VI, SECTION A, LINE 2 KARIN FLOOD, EXECUTIVE DIRECTOR, IS THE DAUGHTER OF BOARD MEMBER JAMES C. FLOOD. SEVERAL BOARD MEMBERS ARE PAYING MEMBERS OF THE HOTEL COUNCIL OF SAN FRANCISCO INCLUDING BOARD CHAIR FOR 2012-13 FISCAL YEAR. ONE BOARD MEMBER IS ALSO THE EXECUTIVE DIRECTOR OF THE HOTEL COUNCIL. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS THAT ARE DEFINED AS PROPERTY OWNERS WITHIN THE DISTRICT. 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 APPROVED FORMATION OF DISTRICT AND VOTE ON BOARD MEMBERS. 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 2012 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. OTHER FEES FORM 990, PART IX, LINE 11G CONTRACT CLEAN AND SAFE SERVICES: PROGRAM SERVICE EXPENSES 2,120,757. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,120,757. FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSIGHT OF THE AUDIT AND SELECTION OF INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM PRIOR YEAR.