UNION SQUARE BUSINESS IMPROVEMENT DISTRICT: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- UNION SQUARE BUSINESS IMPROVEMENT DISTRICT (EIN 94-3159152)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2012-11-30
- IRS object ID
- 201203359349300835
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-30T18:02:10-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 942513310 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAUTZE & LAUTZE | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 303 SECOND STREET SUITE 950N | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94107 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943159152 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNION SQUARE BUSINESS IMPROVEMENT DISTRICT | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIO | NameControl |
| Phone | 4157817880 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 323 GEARY STREET NO 401 | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94102 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KARIN FLOOD | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 4157817880 | Phone |
| Date Signed | 2012-11-29 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JARED HEIN | Name |
| PTIN | P00354637 | PTIN |
| Phone | 4155436900 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | KARIN FLOOD | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 323 GEARY STREET SUITE 401 | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 3126856 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.VISITUNIONSQUARESF.COM | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1994 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | WE ENHANCE THE VISITOR EXPERIENCE AND BUSINESS ENVIRONMENT, MAKING UNION SQUARE THE #1 DESTINATION IN THE WORLD. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 23 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 22 | NbrIndependentVotingMembers |
| Total Nbr Employees | 5 | TotalNbrEmployees |
| Total Nbr Volunteers | 35 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1046576 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 34180 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 3035872 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 3034250 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1388 | InvestmentIncomePriorYear |
| Investment Income Current Year | -3557 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 13997 | OtherRevenuePriorYear |
| Other Revenue Current Year | 30719 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 4097833 | TotalRevenuePriorYear |
| Total Revenue Current Year | 3095592 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 308468 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 388920 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1661 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2741249 | OtherExpensePriorYear |
| Other Expenses Current Year | 3549305 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 3049717 | TotalExpensesPriorYear |
| Total Expenses Current Year | 3938225 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1048116 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -842633 | RevenuesLessExpensesCY |
| Total Assets BOY | 3041103 | TotalAssetsBOY |
| Total Assets EOY | 2081206 | TotalAssetsEOY |
| Total Liabilities BOY | 472263 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 354999 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 2568840 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1726207 | NetAssetsOrFundBalancesEOY |
| Mission Description | WE ENHANCE THE VISITOR EXPERIENCE AND BUSINESS ENVIRONMENT, MAKING UNION SQUARE THE #1 DESTINATION IN THE WORLD. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 2068513 | Expense |
| Revenue | 2657497 | Revenue |
| Description | CLEAN & SAFE SERVICES - THE UNION SQUARE BID 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, TRASH RECEPTACLE CONTROL AND REMOVAL OF ILLEGALLY DUMPED ITEMS, AND GRAFFITI REMOVAL. SAFE SERVICES INCLUDE - THE HIRING OF ONE SFPD FOR 10 HOURS DAILY AND A CORPS OF COMMUNITY SERVICE AMBASSADORS TO PATROL THE AREA TO HELP VISITORS WITH INFORMATION, PROVIDE SECURITY TO THE AREA AND TO HELP WITH SOCIAL SERVICES REFERRALS FOR THOSE IN NEED. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 381997 | Expense |
| Revenue | 339181 | Revenue |
| Description | MARKETING, BEAUTIFICATION & ADVOCACY - MARKETING FOR UNION SQUARE INCLUDES PRODUCTION OF DISTRICT MAP, WEBSITE AND SOCIAL MEDIA PAGES, SPECIAL EVENTS AND PROMOTIONAL CAMPAIGNS TO DRAW VISITORS TO THE AREA. BEAUTIFICATION PROGRAMS INCLUDE DISTRICT-WIDE IMPROVEMENTS LIKE LANDSCAPING AND SIGNAGE AND IMPROVEMENTS TO PUBLIC SPACES. 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 DIRECTLY EFFECT THE MEMBERS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 985139 | Expense |
| Revenue | 33000 | Revenue |
| Description | 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 VISITOR USE. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 3435649 | TotalProgramServiceExpense |
| Described In501 C3 | 0 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Subject To Proxy Tax | 1 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 16 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 5 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 1 | NonDeductibleContributions |
| Non Deductible Disclosure | 1 | NonDeductibleDisclosure |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 23 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 22 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KARIN FLOOD EXECUTIVE DIRECTOR | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4157817880 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 323 GEARY STREET NO 401 | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94102 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (26 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| DAVID NADELMAN | |||||||
| BOARD PRESIDENT | 5.00 | X | X | 0 | 0 | 0 | |
| JAMES C FLOOD | |||||||
| BOARD TREASURER | 5.00 | X | X | 0 | 0 | 0 | |
| J TIMOTHY FALVEY | |||||||
| BOARD SECRETARY | 5.00 | X | X | 0 | 0 | 0 | |
| HEATHER ALMOND | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| STEPHEN BRETT | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| JIM CHAPPELL | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| CONNIE HARTGRAVES | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| RUSSELL D KEIL JR | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| MAN J KIM | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| JON KIMBALL | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| ANSON LEE | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| LOUIS MEUNIER | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| ELLEN MAGNIN NEWMAN | |||||||
| 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 | ||
| JIM SANGIACOMO | |||||||
| 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 | ||
| KEVIN CARROLL | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| SHIRLEY HOWARD JOHNSON | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| JOHN CAPIZZI | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| DIANE HOLLAND KRAMER | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| LINDA MJELLEM | |||||||
| EXECUTIVE DIRECTOR | 40.00 | X | 165000 | 0 | 8341 | ||
| KARIN FLOOD | |||||||
| INTERIM EXECUTIVE DIRECTOR | 40.00 | X | 0 | 0 | 0 | ||
| DONNA FICARROTTA | |||||||
| DEPUTY DIRECTOR | 40.00 | 105000 | 0 | 2772 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 270000 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 11113 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (4 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| MJM MANAGEMENT GROUP | |||||
| 275 POST ST 5TH FLOOR | SAN FRANCISCO | CA | 94108 | MAINTENANCE, SECURITY & PROPERTY MANAGEM | 2001523 |
| ATTHOWE FINE ART SERVICES | |||||
| 3924 MARKET STREET | OAKLAND | CA | 94608 | CONSTRUCTION - POWELL PROMENADE PROJECT | 413585 |
| NOR-CAL METAL FABRICATORS | |||||
| 1121 3RD STREET | OAKLAND | CA | 64607 | MANUFACTURED ALUMINUM PARTS | 207760 |
| HORNE SERVICES | |||||
| 2186 BUSH STREET | SAN FRANCISCO | CA | 94115 | FINANCE, ACCOUNTING & MANAGEMENT | 102824 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 4 | NumberOfContractorsGT100K |
| All Other Contributions | 34180 | AllOtherContributions |
| Noncash Contributions | 1180 | NoncashContributions |
| Total Contributions | 34180 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ASSESSMENT REVENUE | Description |
| Business Code | 531390 | BusinessCode |
| Total Revenue Column | 3034250 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3034250 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 3034250 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1015 | TotalRevenueColumn |
| Exclusion | $1,015 | ExclusionAmount |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 4572 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -4572 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -4572 | TotalRevenueColumn |
| Related Or Exempt Function Income | -4572 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 57411 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 26692 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 30719 | TotalRevenueColumn |
| Exclusion | $30,719 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3095592 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3029678 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $31,734 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 283251 | Total |
| Program Services | 54042 | ProgramServices |
| Management And General | 229209 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 69668 | Total |
| Program Services | 69336 | ProgramServices |
| Management And General | 332 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36001 | Total |
| Program Services | 10336 | ProgramServices |
| Management And General | 25665 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45106 | Total |
| Program Services | 9541 | ProgramServices |
| Management And General | 35565 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 131820 | Total |
| Management And General | 131820 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1957800 | Total |
| Program Services | 1957800 | ProgramServices |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 89673 | Total |
| Program Services | 89673 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7795 | Total |
| Program Services | 291 | ProgramServices |
| Management And General | 7504 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35889 | Total |
| Management And General | 35889 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6729 | Total |
| Program Services | 2537 | ProgramServices |
| Management And General | 4192 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 39324 | Total |
| Program Services | 33644 | ProgramServices |
| Management And General | 5680 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28542 | Total |
| Program Services | 10871 | ProgramServices |
| Management And General | 17671 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| POWELL STREET PROMENADE | 843503 | 843503 |
| STREET SCAPE IMPROVEMEN | 132949 | 132949 |
| CLEAN & SAFE OPERATING | 110654 | 110654 |
| SPECIAL EVENTS | 97913 | 97913 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21608 | Total |
| Program Services | 12559 | ProgramServices |
| Management And General | 7388 | ManagementAndGeneral |
| Fundraising | 1661 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3938225 | Total |
| Program Services | 3435649 | ProgramServices |
| Management And General | 500915 | ManagementAndGeneral |
| Fundraising | 1661 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 68933 | BOY |
| EOY | 136531 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1466178 | BOY |
| EOY | 1808512 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 590616 | BOY |
| EOY | 35741 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 208150 | BOY |
| EOY | 34422 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34281 | BOY |
| EOY | 48958 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 29574 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 12532 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14631 | BOY |
| EOY | 17042 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 658314 | BOY |
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3041103 | BOY |
| EOY | 2081206 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 472263 | BOY |
| EOY | 354999 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 472263 | BOY |
| EOY | 354999 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1526912 | BOY |
| EOY | 1638131 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1041928 | BOY |
| EOY | 88076 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2568840 | BOY |
| EOY | 1726207 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3041103 | BOY |
| EOY | 2081206 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -842633 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nondeduct | 0 | SubstantiallyAllDuesNondeduct |
| Only In House Lobbying | 1 | OnlyInHouseLobbying |
| Agree To Carryover Prior Year | 0 | AgreeToCarryoverPriorYear |
Schedule D IRS990ScheduleD
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 29574 | OtherCostOrOtherBasis |
| Depreciation | 12532 | Depreciation |
| Book Value | 17042 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 17042 | TotalOfBookValueLandBuildings |
| Total Revenue | 3095592 | TotalRevenue |
| Total Expenses | 3938225 | TotalExpenses |
| Excess Or Deficit For Year | -842633 | ExcessOrDeficitForYear |
| Excess Or Deficit Per FS | -842633 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 3157390 | TotRevenueEtcAuditedFinclStmt |
| Donated Srvc And Use Of Facilities | 30534 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 26692 | OtherRevenues |
| Revenue Not Rptd F990 | 57226 | RevenueNotRptdF990 |
| Revenue Subtotal | 3100164 | RevenueSubtotal |
| Other Revenues Not Included | -4572 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -4572 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 3095592 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 4000023 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 30534 | DonatedServicesUseOfFacilities |
| Losses Reported | 4572 | LossesReported |
| Other Expenses Included | 26692 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 61798 | ExpensesNotRptdF990 |
| Expenses Subtotal | 3938225 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 3938225 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE USBID HAS ADOPTED THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH PRESCRIBES A RECOGNITION 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 ENTERPRISE IS ENTITLED TO ECONOMIC BENEFITS RESULTING FROM TAX POSITIONS TAKEN IN INCOME TAX RETURNS. 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 ADOPTION OF THIS STANDARD DID NOT HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENTS. THE USBID'S EVALUATION ON JUNE 30, 2012 REVEALED NO TAX POSITIONS THAT WOULD HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENTS. THE 2008 THROUGH 2011 TAX YEARS REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. IN ADDITION, THE 2007 THROUGH 2011 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 XII, LINE 2D - OTHER ADJUSTMENTS: | DIRECT FUNDRAISING EXPENSES 26,692. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | REALIZED LOSS FROM DISPOSAL ASSET -4,572. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | DIRECT FUNDRAISING EXPENSES 26,692. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | ANNUAL LUNCHEON | NameOfEvent1 |
| Gross Receipts Event1 | 57411 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 57411 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 26692 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 57411 | GrossReceiptsTotal |
| Gross Revenue Total Events | 57411 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 26692 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 26692 | DirectExpenseSummaryEvents |
| Net Income Summary | 30719 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | LINDA MJELLEM | NamePerson |
| Base Compensation Filing Org | 165000 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 8341 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 173341 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 3 | ReturnReference |
| Explanation | THE EXECUTIVE DIRECTOR'S COMPENSATION WAS REVIEWED BY THE EXECUTIVE COMMITTEE IN DECEMBER 2011 AND APPROVED BY EXECUTIVE COMMITTEE AND BOARD PRESIDENT. THE REVIEW CONSISTED OF COMPARING COMPENSATION TO CURRENT MARKET DATA (SURVEYS) FROM SIMILAR BAY AREA ORGANIZATIONS. | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | JAMES C FLOOD | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | BOARD TREASURER | Relationship |
| Amount Of Transaction | 36771 | AmountOfTransaction |
| Description Of Transaction | OFFICE RENT | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | MAN J. KIM (BOARD MEMBER) HAS A CORPORATE ENTITY WHICH LEASES COMMERCIAL RESTAURANT SPACE FROM A BUILDING OWNED BY RUSSELL D. KEIL, JR. (BOARD MEMBER). JAMES C. FLOOD (BOARD TREASURER) IS THE FATHER TO KARIN FLOOD (INTERIM EXECUTIVE DIRECTOR). SEVERAL BOARD MEMBERS (DAVID NADELMAN, WES TYLER, JON KIMBALL) ARE ALSO PAYING MEMBERS OF THE HOTEL COUNCIL. THE HOTEL COUNCIL EXECUTIVE DIRECTOR IS ALSO A BOARD MEMBER. |
| 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 OF THE GREATER UNION SQUARE AREA. THEY ELECT BOARD MEMBERS. |
| FORM 990, PART VI, SECTION A, LINE 7B | MEMBERS VOTE TO APPROVE THE NUMBER OF DIRECTORS AND THE APPOINTMENT OF DIRECTORS TO THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 11 | FORM 990 TAX RETURN IS REVIEWED BY AUDIT & FINANCE ADVISORY COMMITTEES. UPON ACCEPTANCE BY THE COMMITTEES, THE 990 IS SENT TO BOARD MEMBERS PRIOR TO A BOARD MEETING WITH THE RECOMMENDATION OF THE FINANCE AND AUDIT COMMITTEES. THE FINANCE MANAGER REVIEWS AND SUMMARIZES THE FORM 990 WITH BOARD MEMBERS. BOARD MEMBERS THEN VOTE ON THE APPROVAL OF THE FORM 990. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE FINANCE MANAGER REVIEWS AND REQUESTS ALL BOARD MEMBERS AND STAFF TO UPDATE THEIR CONFLICT OF INTEREST FORMS ANNUALLY AND HAS THEM REVIEW PRIOR FILINGS. THE EXECUTIVE DIRECTOR REVIEWS ANY DISCLOSED POTENTIAL CONFLICTS AND THEY ARE INVESTIGATED FURTHER AS NEEDED. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EXECUTIVE DIRECTOR'S COMPENSATION AS WELL AS COMPENSATION FOR THE DEPUTY DIRECTOR AND STAFF POSITIONS WERE REVIEWED BY THE EXECUTIVE COMMITTEE IN DECEMBER 2011 AND APPROVED BY EXECUTIVE COMMITTEE AND BOARD PRESIDENT. THE REVEIW CONSISTED OF COMPARING COMPENSATION TO CURRENT MARKET DATA (SURVEYS) FROM SIMILAR BAY AREA ORGANIZATIONS. |
| FORM 990, PART VI, SECTION C, LINE 19 | ALL BOARD MEETINGS FOR THE UNION SQUARE BID ARE OPEN TO THE PUBLIC. AGENDAS ARE POSTED ON-LINE 5 DAYS PRIOR TO MEETINGS AND POSTED AT THE SAN FRANCISCO CITY MAIN LIBRARY. THE UNION SQUARE BID HAS A POLICY FOR PUBLIC DOCUMENT REQUESTS. ALL RECORDS ARE OPEN TO PUBLIC INSPECTION UPON REQUEST. AN ANNUAL REPORT WITH FINANCIAL STATEMENTS IS POSTED ON THE WEBSITE AND MAILED TO ALL MEMBERS (PROPERTY OWNERS). INTERIM FINANCIAL STATEMENTS ARE DISTRIBUTED TO THE BOARD AT BI-MONTHLY MEETINGS. |
| FORM 990, PART XII, LINE 2C | THE PROCESS FOR OVERSIGHT OF THE AUDIT AND SELECTION OF INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM PRIOR YEAR. |
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