SPUR-SAN FRANCISCO BAY ARE PLANNING AND URBAN RESEARCH ASSOCIATION: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- SPUR-SAN FRANCISCO BAY ARE PLANNING AND URBAN RESEARCH ASSOCIATION (EIN 94-1498232)
- Tax period
- 2017-04-01 to 2018-03-31
- Filed
- 2018-12-06
- IRS object ID
- 201843409349300804
- Schema version
- 2017v2.2
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule J
- Schedule K
- Schedule L
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-12-06T12:15:20-08:00 | ReturnTs |
| Tax Period End | 2018-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 352317502 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bunker & Company LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4340 Redwood Hwy Suite 117 | AddressLine1Txt |
| City | San Rafael | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 949032123 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941498232 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SPUR - SAN FRANCISCO BAY AREA PLANNING | BusinessNameLine1Txt |
| Business Name Line2 | AND URBAN RESEARCH ASSOCIATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SPUR | BusinessNameControlTxt |
| Phone | 4157818726 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 654 MISSION ST | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GABRIEL METCALF | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Signature | 2018-12-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH C BUNKER | PreparerPersonNm |
| PTIN | P00204452 | PTIN |
| Phone | 4154997661 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | GABRIEL METCALF | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 654 MISSION ST | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $8,120,326 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| All Affiliates Included | false | AllAffiliatesIncludedInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SPUR.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1910 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | SPUR promotes good planning and good government in the San Francisco Bay Area through research, education and advocacy. | ActivityOrMissionDesc |
| Voting Members Governing Body | 96 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 96 | VotingMembersIndependentCnt |
| Total Employee | 44 | TotalEmployeeCnt |
| Total Volunteers | 300 | TotalVolunteersCnt |
| Total Gross UBI | $340,683 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$118,196 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,482,832 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,409,237 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $127,629 | PYInvestmentIncomeAmt |
| CY Investment Income | $119,947 | CYInvestmentIncomeAmt |
| PY Other Revenue | $74,929 | PYOtherRevenueAmt |
| CY Other Revenue | $120,766 | CYOtherRevenueAmt |
| PY Total Revenue | $6,685,390 | PYTotalRevenueAmt |
| CY Total Revenue | $7,649,950 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,618,437 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,203,710 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $928,351 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,844,340 | PYOtherExpensesAmt |
| CY Other Expenses | $2,937,448 | CYOtherExpensesAmt |
| PY Total Expenses | $6,462,777 | PYTotalExpensesAmt |
| CY Total Expenses | $7,141,158 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $222,613 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $508,792 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $19,410,592 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,090,125 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,378,371 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,309,590 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $16,032,221 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $16,780,535 | NetAssetsOrFundBalancesEOYAmt |
| Mission | SPUR promotes good planning and good government in the San Francisco Bay Area through research, education and advocacy. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $5,641,516 | ExpenseAmt |
| Desc | Public Engagement: SPUR provides analysis through educational events, exhibitions, a magazine, email newsletters, social media, blogging and its website. Policy: SPUR provides objective analysis of the following seven policy areas: Community Planning, Economic Development, Good Government, Housing, Regional Planning, Sustainability + Resilience, and Transportation. 1. Community PlanningBuild great neighborhoods.2. Economic DevelopmentLay the foundations of economic prosperity for everyone.3. Good GovernmentSupport local government.4. HousingMake it affordable to live here.5. Regional PlanningConcentrate growth inside existing cities.6. Sustainability + ResilienceReduce our ecological footprint and make our cities resilient.7. TransportationGive people better ways to get where they need to go. | Desc |
| Total Program Service Expenses | $5,641,516 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 37 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 44 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Org Filed In Lieu Of Form1041 | false | OrgFiledInLieuOfForm1041Ind |
| Licensed More Than One State | false | LicensedMoreThanOneStateInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 96 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 96 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SPUR | PersonNm |
| Phone | 4157818726 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 654 MISSION ST | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (102 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| VIVIAN FEI TSEN | ||||||||
| CHAIR | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ED HARRINGTON | ||||||||
| Treasurer | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MASHARIKA MADDISON | ||||||||
| Secretary | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MICHAEL BANGS | ||||||||
| EXEC BD MEMBER | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SETH BLAND | ||||||||
| DIR. SAN JOSE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| WADE ROSE | ||||||||
| EXEC BD MEMBER | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| RICH BRAUGH | ||||||||
| DIR. SAN JOSE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CARL SHANNON | ||||||||
| EXEC BD MEMBER | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| IRENE CHAVEZ | ||||||||
| DIR. SAN JOSE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID FRIEDMAN | ||||||||
| EXEC BD MEMBER | 3.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| FRAN WELD | ||||||||
| EXEC BD MEMBER | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ANNE HALSTED | ||||||||
| EXEC BD MEMBER | 0.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ADHI NAGRAJ | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID BAKER | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| W ANDERSON BARNES | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CARMEN CHU | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| TILLY CHANG | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MADELINE CHUN | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| PANG AU | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DONALD FALK | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DIANE FILIPPI | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| PETER GARZA | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| GEOFFREY GIBBS | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| PETER BACK | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| VINCE HOENIGMAN | ||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ARIANE HOGAN | ||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| AIDAN HUGHES | ||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| VIJAY KUMAR PE | ||||||||
| Director | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SHIRLEY LEWIS | ||||||||
| DIR. SAN JOSE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DIANNE MCKENNA | ||||||||
| DIR. SAN JOSE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT GAMBLE | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JASON RODRIGUEZ | ||||||||
| DIR. SAN JOSE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES SALATA | ||||||||
| DIR. SAN JOSE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN LEAL | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| NICHOLAS JOSEFOWITZ | ||||||||
| EXEC BD MEMBER | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| GREG MORGAN | ||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| HYDRA MENDOZA | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LEYLA HEDAYAT | ||||||||
| DIR. SAN JOSE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| TERRY MICHEAU | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| GEORGE MILLER | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JAYE BAILEY | ||||||||
| DIR. SAN JOSE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ERIC TAO | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SHAMANN WALTON | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| GARRETT HERBERT | ||||||||
| EXEC BD MEMBER | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DORI YOB KILMER | ||||||||
| DIR. SAN JOSE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| THNAG DO | ||||||||
| DIR. SAN JOSE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| TYRA FENNELL | ||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BOB MUSCAT | ||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JEANNE MYERSON | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DAN SAFIER | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| GREG JOHNSON | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD PETERSON JR | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| REBECCA PROZAN | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DOUG SHOEMAKER | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| GARY TEAGUE | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MIKE THERIAULT | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFFREY TILL | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JOAQUIN TORRES | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CHARMAINE YU | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| PAUL WOOLFORD | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MOLLY TURNER | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JOSUE GARCIA | ||||||||
| DIR. SAN JOSE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JIM GRUBB | ||||||||
| DIR. SAN JOSE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVE VETTEL | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFFERY TUMLIN | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JACK SYLVAN | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| FRANCESCA VIETOR | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KIM-MAI CUTLER | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LYDIA TAN | ||||||||
| EXEC BD MEMBER | 3.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| RICHARD LONERGAN | ||||||||
| DIR. SAN JOSE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| AARON JOHNSON | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| EMILIO CRUZ | ||||||||
| EXEC BD MEMBER | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Rob Steinberg | ||||||||
| EXEC BD MEMBER | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CONNIE MARTINEZ | ||||||||
| DIR. SAN JOSE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JONATHAN NOBLE | ||||||||
| DIR. SAN JOSE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| TIM STEELE | ||||||||
| DIR. SAN JOSE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LYDIA TAN | ||||||||
| EXEC BD MEMBER | 3.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| GERI WONG | ||||||||
| DIR. SAN JOSE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| FRED BLACKWELL | ||||||||
| OAKLAND DIR. | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DEBORAH BOYER | ||||||||
| OAKLAND DIR. | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| YVETTE RADFORD | ||||||||
| OAKLAND DIR. | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| GRACE CRUNICAN | ||||||||
| OAKLAND DIR. | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CHARMAINE CURTIS | ||||||||
| OAKLAND DIR. | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ANAGHA DANDEKAR | ||||||||
| OAKLAND DIR. | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KEN LOWNEY | ||||||||
| OAKLAND DIR. | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MIKE GHIELMETTI | ||||||||
| OAKLAND DIR. | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRIS IGLESIAS | ||||||||
| OAKLAND DIR. | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| WAYNE JORDAN | ||||||||
| OAKLAND DIR. | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT JOSEPH | ||||||||
| OAKLAND DIR. | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTOPHER LYTLE | ||||||||
| OAKLAND DIR. | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ELNORA WEBB | ||||||||
| OAKLAND DIR. | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| TOMIQUIA MOSS | ||||||||
| EXEC BD MEMBER | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| OLIS SIMMONS | ||||||||
| OAKLAND DIR. | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JOSHUA SIMON | ||||||||
| OAKLAND DIR. | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BILL STOTLER | ||||||||
| OAKLAND DIR. | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT WILKINS | ||||||||
| EXEC BD MEMBER | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| GABRIEL METCALF | ||||||||
| President & CEO | 40.00 | 0.00 | Yes (X) | $341,142 | $0 | $4,538 | ||
| Alicia John-Baptiste | ||||||||
| Deputy DIRECTOR | 40.00 | 0.00 | $225,359 | $0 | $4,538 | Yes (X) | ||
| ROBERT OGILVIE | ||||||||
| OAKLAND DIRECTOR | 40.00 | 0.00 | $158,392 | $0 | $6,038 | Yes (X) | ||
| Teresa Alvarado | ||||||||
| SAN JOSE DIRECTOR | 40.00 | 0.00 | $161,142 | $0 | $5,678 | Yes (X) | ||
| Allison Arieff | ||||||||
| Editorial DIRECTOR | 40.00 | 0.00 | $133,579 | $0 | $6,713 | Yes (X) | ||
| EGON Terplan | ||||||||
| POLICY DIRECTOR | 32.00 | 0.00 | $125,622 | $0 | $4,538 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,145,236 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $32,043 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 12 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Eaton Associates | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 57 Post St | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | IT Services | ServicesDesc |
| Compensation | $103,899 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $1,271,096 | FundraisingAmt |
| Government Grants | $280,961 | GovernmentGrantsAmt |
| All Other Contributions | $5,857,180 | AllOtherContributionsAmt |
| Total Contributions | $7,409,237 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $65,472 | TotalRevenueColumnAmt |
| Exclusion | $65,472 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $54,475 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $54,475 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $54,475 | TotalRevenueColumnAmt |
| Exclusion | $54,475 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $171,850 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,271,096 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $470,376 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$298,526 | TotalRevenueColumnAmt |
| Exclusion | -$298,526 | ExclusionAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | BusinessBusinessCd | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| OTHER INCOME | $78,609 | $78,609 | ||
| Rental Income | $340,683 | 531120 | $340,683 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $419,292 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,649,950 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $78,609 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $340,683 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$178,579 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $345,680 | TotalAmt |
| Program Services | $311,112 | ProgramServicesAmt |
| Management And General | $17,284 | ManagementAndGeneralAmt |
| Fundraising | $17,284 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,254,542 | TotalAmt |
| Program Services | $2,533,063 | ProgramServicesAmt |
| Management And General | $270,734 | ManagementAndGeneralAmt |
| Fundraising | $450,745 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,106 | TotalAmt |
| Program Services | $73,554 | ProgramServicesAmt |
| Management And General | $7,448 | ManagementAndGeneralAmt |
| Fundraising | $12,104 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $242,266 | TotalAmt |
| Program Services | $191,390 | ProgramServicesAmt |
| Management And General | $19,381 | ManagementAndGeneralAmt |
| Fundraising | $31,495 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $268,116 | TotalAmt |
| Program Services | $211,812 | ProgramServicesAmt |
| Management And General | $21,449 | ManagementAndGeneralAmt |
| Fundraising | $34,855 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,867 | TotalAmt |
| Program Services | $18,855 | ProgramServicesAmt |
| Management And General | $1,909 | ManagementAndGeneralAmt |
| Fundraising | $3,103 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,425 | TotalAmt |
| Program Services | $44,576 | ProgramServicesAmt |
| Management And General | $4,514 | ManagementAndGeneralAmt |
| Fundraising | $7,335 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $901,174 | TotalAmt |
| Program Services | $711,926 | ProgramServicesAmt |
| Management And General | $72,095 | ManagementAndGeneralAmt |
| Fundraising | $117,153 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,067 | TotalAmt |
| Program Services | $19,013 | ProgramServicesAmt |
| Management And General | $1,925 | ManagementAndGeneralAmt |
| Fundraising | $3,129 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $423,572 | TotalAmt |
| Program Services | $334,622 | ProgramServicesAmt |
| Management And General | $33,886 | ManagementAndGeneralAmt |
| Fundraising | $55,064 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $431,509 | TotalAmt |
| Program Services | $340,892 | ProgramServicesAmt |
| Management And General | $34,521 | ManagementAndGeneralAmt |
| Fundraising | $56,096 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $249,529 | TotalAmt |
| Program Services | $197,128 | ProgramServicesAmt |
| Management And General | $19,962 | ManagementAndGeneralAmt |
| Fundraising | $32,439 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,455 | TotalAmt |
| Program Services | $58,030 | ProgramServicesAmt |
| Management And General | $5,876 | ManagementAndGeneralAmt |
| Fundraising | $9,549 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $482,635 | TotalAmt |
| Program Services | $381,282 | ProgramServicesAmt |
| Management And General | $38,610 | ManagementAndGeneralAmt |
| Fundraising | $62,743 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER EXPENSES | Desc |
| Total | $271,215 | TotalAmt |
| Program Services | $214,261 | ProgramServicesAmt |
| Management And General | $21,697 | ManagementAndGeneralAmt |
| Fundraising | $35,257 | FundraisingAmt |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,141,158 | TotalAmt |
| Program Services | $5,641,516 | ProgramServicesAmt |
| Management And General | $571,291 | ManagementAndGeneralAmt |
| Fundraising | $928,351 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $657,970 | BOYAmt |
| EOY | $705,365 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,785,515 | BOYAmt |
| EOY | $1,769,196 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,201,334 | BOYAmt |
| EOY | $1,256,334 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $375,621 | BOYAmt |
| EOY | $677,211 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $103,203 | BOYAmt |
| EOY | $82,970 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $15,779,001 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,589,546 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,567,780 | BOYAmt |
| EOY | $12,189,455 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,208,875 | BOYAmt |
| EOY | $2,991,942 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,510,294 | BOYAmt |
| EOY | $417,652 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,410,592 | BOYAmt |
| EOY | $20,090,125 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $423,842 | BOYAmt |
| EOY | $451,200 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,550 | BOYAmt |
| EOY | $74,390 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,900,000 | BOYAmt |
| EOY | $2,784,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $979 | BOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,378,371 | BOYAmt |
| EOY | $3,309,590 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,225,224 | BOYAmt |
| EOY | $12,814,023 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,065,298 | BOYAmt |
| EOY | $3,224,813 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $741,699 | BOYAmt |
| EOY | $741,699 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,032,221 | BOYAmt |
| EOY | $16,780,535 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,410,592 | BOYAmt |
| EOY | $20,090,125 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $508,792 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $80,802 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $158,720 | DonatedServicesAndUseFcltsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,355,686 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,841,255 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,659,729 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,482,832 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,409,237 | CurrentTaxYearAmt |
| Total | $30,748,739 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,355,686 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,841,255 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,659,729 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,482,832 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,409,237 | CurrentTaxYearAmt |
| Total | $30,748,739 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $759,831 | SubstantialContributorsTotAmt |
| Public Support Total170 | $29,988,908 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $49,952 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $77,108 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $73,721 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $58,534 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $119,947 | CurrentTaxYearAmt |
| Total | $379,262 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $179,852 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $190,271 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $153,394 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $52,471 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $78,609 | CurrentTaxYearAmt |
| Total | $654,597 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $31,782,598 | TotalSupportAmt |
| Public Support CY170 | 0.94360 | PublicSupportCY170Pct |
| Public Support PY170 | 0.88630 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form4720 Filed Section4955 Tax | false | Form4720FiledSection4955TaxInd |
| Correction Made | false | CorrectionMadeInd |
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | false | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | Yes (true) | PublicationsOrBroadcastInd |
| Publications Or Broadcast | $10,405 | PublicationsOrBroadcastAmt |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | false | DirectContactLegislatorsInd |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | false | OtherActivitiesInd |
| Total Lobbying Expenditures | $10,405 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
| Form4720 Filed4912 Tax | false | Form4720Filed4912TaxInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part II-B, Line 1i - Other Activities Description | FormAndLineReferenceDesc |
| Explanation | Online and printed voter guide and ballot analysis. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $741,699 | BeginningYearBalanceAmt |
| End Year Balance | $741,699 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $737,199 | BeginningYearBalanceAmt |
| Contributions | $4,500 | ContributionsAmt |
| End Year Balance | $741,699 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $381,098 | BeginningYearBalanceAmt |
| Contributions | $356,101 | ContributionsAmt |
| End Year Balance | $737,199 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $181,098 | BeginningYearBalanceAmt |
| Contributions | $200,000 | ContributionsAmt |
| End Year Balance | $381,098 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $181,098 | BeginningYearBalanceAmt |
| End Year Balance | -$33,270 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | false | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,269,975 | OtherCostOrOtherBasisAmt |
| Book Value | $3,269,975 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,315,658 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,584,415 | DepreciationAmt |
| Book Value | $8,731,243 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $167,124 | OtherCostOrOtherBasisAmt |
| Depreciation | $142,469 | DepreciationAmt |
| Book Value | $24,655 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,026,244 | OtherCostOrOtherBasisAmt |
| Depreciation | $862,662 | DepreciationAmt |
| Book Value | $163,582 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $12,189,455 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $8,359,848 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $80,802 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $158,720 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $470,376 | OtherRevenueAmt |
| Revenue Not Reported | $709,898 | RevenueNotReportedAmt |
| Revenue Subtotal | $7,649,950 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $7,649,950 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,611,534 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $470,376 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $470,376 | ExpensesNotReportedAmt |
| Expenses Subtotal | $7,141,158 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $7,141,158 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: Intended uses of the endowment fund. | PATRI FELLOWSHIP INVESTMENT INTEREST IS TO BE USED TO FUND A RESEARCH POSITION IN URBAN DESIGN AND PLANNING. SPUR ENDOWMENT INCOME IS UNRESTRICTED. |
| Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 | EVENT EXPENSES $470376 |
| Part XII, Line 2d: Other expenses and losses per audited F/S | EVENT EXPENSES $470376 |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agrmt Prof Fundraising Acty | false | AgrmtProfFundraisingActyInd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | SILVER SPUR | Event1Nm |
| Gross Receipts Event1 | $858,716 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $760,306 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $98,410 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $232,168 | OtherDirectExpensesEvent1Amt |
| Event2 | OTHER EVENTS | Event2Nm |
| Gross Receipts Event2 | $405,030 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $356,030 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $49,000 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $148,020 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $179,200 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $154,760 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $24,440 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $90,188 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $1,442,946 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,271,096 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $171,850 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $470,376 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $470,376 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$298,526 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
| Rebuttable Presumption Proc | false | RebuttablePresumptionProcInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|
| Alicia John-Baptiste | |||
| Deputy DIRECTOR | $225,359 | $4,538 | $229,897 |
| GABRIEL METCALF | |||
| President & CEO | $341,142 | $4,538 | $345,680 |
| ROBERT OGILVIE | |||
| OAKLAND DIRECTOR | $158,392 | $6,038 | $164,430 |
| Teresa Alvarado | |||
| SAN JOSE DIRECTOR | $161,142 | $5,678 | $166,820 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIFORNIA MUNI FINANCE AUTHORITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issued | 2007-12-01 | BondIssuedDt |
| Issue Price | $6,935,000 | IssuePriceAmt |
| Purpose | NEW BUILDING CONSTRUCTION | PurposeDesc |
| Defeased | false | DefeasedInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $6,935,000 | TotalProceedsAmt |
| Current Refunding | false | CurrentRefundingInd |
| Advance Refunding | false | AdvanceRefundingInd |
| Final Allocation Made | Yes (true) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (true) | AdequateBooksAndRecMaintInd |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| BILL STOTLER | |||
| BOARD MEMBER | $60,000 | FUNDRAISING | false |
| Molly Turner | |||
| BOARD MEMBER | $15,000 | Research services | false |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule L, Part V Supplemental Information | FormAndLineReferenceDesc |
| Explanation | HIRED TO FUNDRAISE FOR SPUR Oakland | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder | SPUR HAS OVER 6,270 INDIVIDUAL AND BUSINESS MEMBERS WHO SUPPORT THE EFFORTS OF SPUR TO CREATE IDEAS AND ACTIONS FOR A BETTER CITY |
| Form 990, Part VI, Line 11b: Form 990 Review Process | STAFF, Audit committee, FINANCE COMMITTEE, EXECUTIVE BOARD and city boards REVIEW. |
| Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | ANNUAL QUESTIONNAIRE |
| Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management | COMPARED TO SALARIES OF OTHER SIMILAR SIZED NOn-PROFIT ORGANIZATIONS. |
| Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | COMPARED TO SALARIES OF OTHER SIMILAR SIZED NOn-PROFIT ORGANIZATIONS |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | UPON REQUEST |