2023-11-15T18:21:10-06:00 2022-12-31 943108253 NOVOGRADAC & COMPANY LLP 2033 N MAIN STREET SUITE 400 WALNUT CREEK CA 94596 990 2022-01-01 721521579 TRANSFORMCA TRAN 5107403150 560 14TH STREET 400 OAKLAND CA 94612 JENNIFER GUITART EXECUTIVE DIRECTOR 5107403150 2023-11-15 1 JENNIFER GUITART 999009999 0 KEVIN T WILSON P01313212 9259494300 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z TRANSFORM JENNIFER GUITART 560 14TH STREET SUITE 400 OAKLAND CA 94612 3122273 0 X WWW.TRANSFORMCA.ORG X 2002 CA TRANSFORM PROMOTES WALKABLE COMMUNITIES WITH EXCELLENT TRANSPORTATION CHOICES TO CONNECT PEOPLE OF ALL INCOMES TO OPPORTUNITY, KEEP CALIFORNIA AFFORDABLE AND HELP SOLVE OUR CLIMATE CRISIS. WITH DIVERSE PARTNERS WE ENGAGE COMMUNITIES IN PLANNING, RUN INNOVATIVE PROGRAMS AND WIN POLICY CHANGE AT THE LOCAL, REGIONAL AND STATE LEVELS. 11 11 26 5 0 0 2271483 3097066 31844 21775 125 3432 0 0 2303452 3122273 2500 0 0 0 1557978 1555805 0 0 230236 772199 910859 2332677 2466664 -29225 655609 2371577 4402428 224444 1599686 2147133 2802742 X TRANSFORM PROMOTES WALKABLE COMMUNITIES WITH EXCELLENT TRANSPORTATION CHOICES TO CONNECT PEOPLE OF ALL INCOMES TO OPPORTUNITY, KEEP CALIFORNIA AFFORDABLE AND HELP SOLVE OUR CLIMATE CRISIS. WITH DIVERSE PARTNERS WE ENGAGE COMMUNITIES IN PLANNING, RUN INNOVATIVE PROGRAMS AND WIN POLICY CHANGE AT THE LOCAL, REGIONAL AND STATE LEVELS. 0 0 1027105 SAFE ROUTES TO SCHOOL -PROVIDES EDUCATION AND ENCOURAGEMENT TO INCREASE THE NUMBER OF CHILDREN WALKING AND BICYCLING SAFELY TO SCHOOL, FOCUSING ON ALAMEDA COUNTY. THE PROGRAM TRAINS PARENTS, SCHOOL LEADERS AND VOLUNTEERS AND WORKS WITH CITY OFFICIALS AND LAW ENFORCEMENT TO IMPROVE SAFETY NEAR SCHOOLS. 193785 MOBILITY HUBS -PROVIDES COMMUNITY MOBILITY HUBS THAT INCLUDE SOLAR ELECTRIC VEHICLE (EV) CAR SHARING, E-BIKES, FREE TRANSIT PASSES, AND OTHER TRANSPORTATION BENEFITS TO LOW-INCOME RESIDENTS BASED AT THREE AFFORDABLE HOUSING SITES IN OAKLAND, RICHMOND, AND SAN JOSE. 91167 21775 DISRUPTING INEQUITY -LEAD OUTREACH AND ADVOCACY EFFORTS TO HIGHLIGHT THE NEEDS OF LOW-INCOME RESIDENTS SO THAT SHARED MOBILITY SERVICES ARE ACCESSIBLE, AFFORDABLE, AND FILL THE GAPS IN OUR TRANSPORTATION SYSTEM. PARTNER WITH COMMUNITY-BASED GROUPS TO INCREASE THEIR INPUT AND INFLUENCE OVER NEW MOBILITY PROJECTS AND PROGRAMS IN THEIR NEIGHBORHOODS. 577503 TRANSPORTATION THAT WORKS - LEAD POLICY ADVOCACY, REGIONAL AND STATEWIDE COALITIONS, AND PUBLIC OUTREACH AND EDUCATION TO MAKE MORE EFFICIENT USE OF TRANSPORTATION DOLLARS, STOP WASTING BILLIONS ON HIGHWAY EXPANSIONS, FUND TRANSIT AND SAFE WALKING AND BIKING, AND PRIORITIZE PROJECTS THAT ADVANCE RACIAL AND ECONOMIC JUSTICE AND REDUCE GREENHOUSE GAS. INCLUDES EQUITABLE ROAD PRICING WORK, BALLOT MEASURE CAMPAIGNS, REGIONAL EXPRESS TRANSIT (REX) NETWORK AND BUS RAPID TRANSIT ADVOCACY, AND MORE. - PROGRAM EXPENSES: $221,549- PROGRAM REVENUE: $30,000MORE HOMES, LESS DRIVING - PILOT PROJECTS, CONDUCT RESEARCH, AND PROVIDE TOOLS TO HELP CITIES, DEVELOPERS, AND COMMUNITY GROUPS ENSURE THAT HOUSING DEVELOPMENT INCLUDES STRATEGIES TO REDUCE TRAFFIC AND GREENHOUSE GAS EMISSIONS AND MAXIMIZE AFFORDABILITY. RAISE PUBLIC AWARENESS OF THE CLIMATE BENEFITS OF AFFORDABLE HOMES NEAR TRANSIT. THIS INCLUDES THE GREENTRIP CERTIFICATION PROGRAM, WHICH RECOGNIZES MULTI-FAMILY DEVELOPMENTS THAT RIGHT-SIZE PARKING AND PROVIDE TRANSPORTATION ALTERNATIVES FOR RESIDENTS.-PROGRAM EXPENSES: $355,954-PROGRAM REVEUNE: $0OTHER PROGRAM SERVICES TOTAL 577503 1889560 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 10 0 26 1 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X X X JENNIFER GUITART 5107403150 560 14TH STREET SUITE 400 OAKLAND CA 94612 MICHELE BEASLEY SECRETARY 1.00 X X 0 0 0 AUTUMN BERNSTEIN MEMBER 1.00 X 0 0 0 ALICE CHEN MEMBER 1.00 X 0 0 0 PAOLO COSULICH-SCHWARTZ MEMBER 1.00 X 0 0 0 JAME ERVIN MEMBER 1.00 X 0 0 0 DANIELLE HARRIS MEMBER 1.00 X 0 0 0 LINDA RHINE BOARD CHAIR 1.00 X X 0 0 0 DANIEL WU TREASURER 1.00 X X 0 0 0 RACHEL ZACK MEMBER 1.00 X 0 0 0 SALLY GREENSPAN MEMBER 1.00 X 0 0 0 WARREN LOGAN MEMBER 1.00 X 0 0 0 JENNIFER GUITART EXECUTIVE DIRECTOR 37.50 X 56667 0 0 DAVID SEVERY INTERIM CO-EXECUTIVE DIREC 37.50 X 73200 0 0 JOY MASSEY INTERIM CO-EXECUTIVE DIREC 37.50 X 87900 0 0 DARRELL DAVIS INTERIM CO-EXECUTIVE DIREC 37.50 X 0 0 0 217767 0 0 0 0 0 0 0 1401655 1695411 3097066 FEES FOR SERVICE 541900 21775 21775 21775 3432 3432 3122273 21775 0 3432 X 217767 160971 32871 23925 1113109 822795 168020 122294 118873 87870 17943 13060 106056 78395 16009 11652 2498 2105 303 90 382967 322781 46396 13790 9472 7006 1605 861 113389 84259 16498 12632 255505 187514 40108 27883 18395 17309 639 447 8156 7826 249 81 9080 6711 1371 998 16823 11527 3582 1714 DISCOUNT ON GRANTS RECE 85390 85390 DUES, LICENSES, SERVICE 9184 7101 1274 809 2466664 1889560 346868 230236 300 300 1808976 1162037 60000 1194610 448591 651489 22905 16779 83090 71633 20538 11457 10267 1365756 2371577 4402428 93124 288172 2652 4000 128668 1307514 224444 1599686 X 987038 1144883 1160095 1657859 2147133 2802742 2371577 4402428 655609 0 X 0 1 X 1 0 X 3025288 3286890 2540486 1855592 3005357 13713613 3025288 3286890 2540486 1855592 3005357 13713613 2713126 11000487 2275 4115 369 125 3432 10316 13723929 213132 0.80160 0.80370 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 311162 284051 0 0 595213 892820 40229 16350 56579 77791 71013 0 0 148804 223206 8434 5069 13503 83090 71633 11457 11457 OTHER RECEIVABLES 5798 LEASE RIGHT OF USE ASSET 1359958 1365756 OPERATING LEASE LIABILITY 1292984 CAPITAL LEASE OBLIGATION 14530 1307514 X 3122273 0 3122273 0 3122273 2466664 0 2466664 0 2466664 PART X, LINE 2: TRANSFORM HAS NO UNCERTAIN TAX POSITIONS. THE PREPARATION OF FINANCIAL STATEMENTS IN ACCORDANCE WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRES THE ORGANIZATION TO REPORT INFORMATION REGARDING ITS EXPOSURE TO VARIOUS TAX POSITIONS TAKEN BY THE ORGANIZATION. MANAGEMENT HAS DETERMINED WHETHER ANY TAX POSITIONS HAVE MET THE RECOGNITION THRESHOLD AND HAS MEASURED THE ORGANIZATION'S EXPOSURE TO THOSE TAX POSITIONS. MANAGEMENT BELIEVES THAT THE ORGANIZATION HAS ADEQUATELY ADDRESSED ALL RELEVANT TAX POSITIONS AND THAT THERE ARE NO UNRECORDED TAX LIABILITIES. FEDERAL AND STATE TAX AUTHORITIES GENERALLY HAVE THE RIGHT TO EXAMINE AND AUDIT THE PREVIOUS THREE YEARS OF TAX RETURNS FILED. ANY INTEREST OR PENALTIES ASSESSED TO THE ORGANIZATION ARE RECORDED IN OPERATING EXPENSES. NO INTEREST OR PENALTIES FROM FEDERAL OR STATE TAX AUTHORITIES WERE RECORDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY THE MEMBERS OF THE BOARD AUDIT COMMITTEE. THE CHAIR OF THE FINANCE COMMITTEE ALSO HAS AN OPPORTUNITY TO REVIEW THE 990. ONCE THIS GROUP HAS APPROVED THE 990 IT IS GIVEN TO THE ENTIRE BOARD FOR REVIEW BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THERE WAS AN ANNUAL REVIEW BY ALL BOARD MEMBERS IN DECEMBER 2009, AND THIS HAS BEEN DONE SO PERIODICALLY THEREAFTER. FORM 990, PART VI, SECTION B, LINE 15A TRANSFORM'S GOVERNING DOCUMENT INCLUDES A PROCESS FOR DETERMINING AND APPROVING THE PRESIDENT'S COMPENSATION. ALL MEMBERS OF THE BOARD OR COMPENSATION COMMITTEE WHO REVIEW AND APPROVE THE COMPENSATION MUST COMPLY WITH CONFLICT OF INTEREST REQUIREMENTS. THE BOARD OR COMPENSATION COMMITTEE OBTAINS AND RELIES UPON APPROPRIATE DATA AS TO COMPARABILITY, WHICH MAY INCLUDE RECENT COMPENSATION STUDIES AND SURVEYS FOR SIMILARLY SITUATED ORGANIZATIONS, PRIOR TO APPROVING THE TERMS OF COMPENSATION. THE TERMS OF COMPENSATION AND THE BASIS FOR APPROVING THEM ARE RECORDED IN WRITTEN MINUTES OF THE MEETING OF THE BOARD OR COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G FEES FOR OUTREACH CONSULTANTS AND ORGANIZATIONAL MANAGEMENT SERVICES: PROGRAM SERVICE EXPENSES 322,781. MANAGEMENT AND GENERAL EXPENSES 46,396. FUNDRAISING EXPENSES 13,790. TOTAL EXPENSES 382,967.