2011-12-01T16:51:48-06:00 2011-06-30 LAUTZE & LAUTZE 303 SECOND STREET SUITE 950N SAN FRANCISCO CA 94107 990 2010-07-01 943159152 UNION SQUARE BUSINESS IMPROVEMENT DISTRICT UNIO 4157817880 323 GEARY STREET NO 401 SAN FRANCISCO CA 94102 LINDA MJELLEM 4157817880 2011-11-21 1 4155436900 2010 2016-02-24 21:20:13Z LINDA MJELLEM 323 GEARY STREET SUITE 401 SAN FRANCISCO CA 94103 4126921 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. 22 21 2 20 0 0 143919 1046576 3007259 3035872 -9128 1388 26415 13997 3168465 4097833 0 0 0 0 128912 308468 0 0 15006 1815676 2741249 1944588 3049717 1223877 1048116 1711442 3041103 190718 472263 1520724 2568840 X WE ENHANCE THE VISITOR EXPERIENCE AND BUSINESS ENVIRONMENT, MAKING UNION SQUARE THE #1 DESTINATION IN THE WORLD. 1 0 2048721 2442359 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. 406044 593513 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. 40181 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. 2494946 0 1 0 1 0 0 0 0 0 1 0 0 1 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 15 0 2 1 0 0 0 0 0 0 0 0 0 0 X 22 21 1 0 1 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X LINDA MJELLEM EXECUTIVE DIRECTOR 4157817880 323 GEARY STREET NO 401 SAN FRANCISCO CA 94102 DAVID NADELMAN 5.00 X X 0 0 0 JAMES C FLOOD 5.00 X X 0 0 0 J TIMOTHY FALVEY 5.00 X X 0 0 0 HEATHER ALMOND 5.00 X 0 0 0 STEPHEN BRETT 5.00 X 0 0 0 JOHN CAPIZZI 5.00 X 0 0 0 JIM CHAPPELL 5.00 X 0 0 0 DIANA HOLLAND CRAMER 5.00 X 0 0 0 JIM GERNEY 5.00 X 0 0 0 CONNIE HARTGRAVES 5.00 X 0 0 0 RUSSELL D KEIL JR 5.00 X 0 0 0 MAN J KIM 5.00 X 0 0 0 JON KIMBALL 5.00 X 0 0 0 ANSON LEE 5.00 X 0 0 0 LOUIS MEUNIER 5.00 X 0 0 0 ELLEN MAGNIN 5.00 X 0 0 0 MAURICE QUILLEN 5.00 X 0 0 0 ELLEN RICHARD 5.00 X 0 0 0 JIM SANGIACOMO 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 LINDA MJELLEM 40.00 X 140000 0 7222 140000 0 7222 1 0 0 0 MJM MANAGEMENT GROUP 275 POST ST 5TH FLOOR SAN FRANCISCO CA 94108 MAINTENANCE, SECURITY & PROPERTY MANAGEM 2037387 ATTHOWE FINE ART SERVICES 3924 MARKET STREET OAKLAND CA 94608 CONSTRUCTION - POWELL PROMENADE PROJECT 208357 BRAD THOMAS GRAPHIC DESIGN SERVICES 4789 19TH STREET SAN FRANCISCO CA 94114 LOGO, BRAND, WEBSITE DESIGN 115905 3 95000 951576 15006 1046576 ASSESSMENT REVENUE 531390 3035872 3035872 3035872 1388 1388 43085 29088 13997 13997 4097833 3035872 0 15385 269424 1800 267624 18334 9167 9167 782 297 485 19928 555 19373 66142 31146 34996 118137 118137 1949970 1944698 5272 173823 173823 19554 580 18974 15817 15817 135037 104029 31008 827 827 2503 699 1804 4435 4435 17975 6129 11846 SPECIAL EVENTS 156045 156045 STREET SCAPE IMPROVEMEN 52190 52190 DONATED GOODS 15006 15006 PUBLIC AFFAIRS 13788 13788 3049717 2494946 539765 15006 38047 68933 1267000 1466178 74472 590616 287708 208150 28775 34281 21482 6851 15440 14631 0 658314 1711442 3041103 190718 472263 190718 472263 X 1386656 1526912 134068 1041928 1520724 2568840 1711442 3041103 1048116 0 X X 0 1 1 X 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 3035872 6000 6000 6000 21482 6851 14631 14631 CONSTRUCTION IN PROGRESS 658314 658314 4097833 3049717 1048116 0 1048116 4177756 50835 29088 79923 4097833 0 4097833 3129640 50835 29088 79923 3049717 0 3049717 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, 2011 REVEALED NO TAX POSITIONS THAT WOULD HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENTS. THE 2007 THROUGH 2010 TAX YEARS REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. IN ADDITION, THE 2006 THROUGH 2010 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 29,088. PART XIII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 29,088. ANNUAL LUNCHEON 37085 37085 24299 MAIDEN LANE FUNDRAISER 6000 6000 4789 43085 43085 29088 29088 13997 JAMES C FLOOD BOARD TREASURER 35731 OFFICE RENT 0 NEW PROGRAM SERVICES FORM 990, PART III, LINE 2 THE ORGANIZATION MANAGED A STREETSCAPE CAPITAL IMPROVEMENT PROJECT CALLED THE POWELL STREET PROMENADE, SPONSORED BY AUDI OF AMERICA, INC. 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). FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION UPDATED ITS BYLAWS TO REFLECT AN INCREASE IN THE NUMBER OF BOARD MEMBERS FROM 11 TO 22. 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 EACH DIRECTOR AND STAFF MEMBER ARE PROVIDED THE CONFLICT OF INTEREST POLICY AND DISCLOSURE FORM ANNUALLY. THE FORMS ARE RETURNED TO STAFF AND THEY ARE REVIEWED BY THE EXECUTIVE DIRECTOR AND FINANCE MANAGER AFTER COMPLETION. ALL MEMBERS MUST DISCLOSE ANY AFFILIATIONS WHICH MAY CONTRIBUTE TO A CONFLICT OF INTEREST AND ANY POTENTIAL CONFLICTS ARE INVESTIGATED FURTHER AS NEEDED. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE DIRECTOR'S COMPENSATION AND DEPUTY DIRECTOR'S COMPENSATION WERE CALCULATED AND APPROVED BY BOARD OF DIRECTORS AND PRESIDENT OF BOARD. IT WAS REVIEWED IN FEBRUARY 2011 AND COMPARED TO CURRENT MARKET DATA FOR SIMILAR POSITIONS WITHIN SIMILAR 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. INTERIM FINANCIAL STATEMENTS ARE DISTRIBUTED TO THE BOARD AT BI-MONTHLY MEETINGS. AUDIT COMMITTEE FORM 990, PART XII, LINE 2C THE PROCESS FOR OVERSIGHT OF THE AUDIT AND SELECTION OF INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM PRIOR YEAR.