2023-11-13T17:44:20-06:00 2022-12-31 946214841 ARMANINO LLP 2700 CAMINO RAMON STE 350 SAN RAMON CA 945835004 990 2022-01-01 201826827 BAY AREA COUNCIL FOUNDATION BAYA 4159816600 PO BOX 5135 BERKELEY CA 94705 JULIE ROWE CFO 4159816600 2023-11-13 1 JULIE ROWE 999009999 0 MATTHEW PETROSKI P00853132 9257902600 2023-11-09 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JULIE ROWE PO BOX 5135 BERKELEY CA 94705 8366385 0 X WWW.BAYAREACOUNCIL.ORG X 2004 CA BAY AREA COUNCIL FOUNDATION (BACF) IS A 501(C)(3) CHARITABLE ORG (CONTINUED ON SCHEDULE O) FOUNDED IN 2004 TO FUND, MANAGE AND IMPLEMENT INITIATIVES THAT IMPACT THE ENTIRE BAY AREA REGION OF CALIFORNIA. THE MISSION OF BACF IS TO SUPPORT THE BAY AREA COUNCIL (BAC) AND INVEST PHILANTHROPIC RESOURCES TOWARD BUILDING STRONGER, MORE VIBRANT COMMUNITIES, A HEALTHY ECONOMY, AND A MORE INNOVATIVE, GLOBALLY COMPETITIVE AND SUSTAINABLE BAY AREA REGION. WE DO NOT MAKE GRANTS AND FUNCTION LARGELY AS AN OPERATING FOUNDATION. 21 21 0 21 0 0 6739120 7839535 1444473 526850 0 0 0 0 8183593 8366385 1000 1976816 0 0 1396275 1276197 0 0 43289 870742 2199277 2268017 5452290 5915576 2914095 31064493 46286108 22168806 34576327 8895687 11709781 X OUR VISION OF A STRONGER, INNOVATIVE, GLOBALLY COMPETITIVE AND MORE VIBRANT REGION IS EMPOWERED BY OUR MISSION TO SUPPORT THE BAY AREA COUNCIL AND INVEST PHILANTHROPIC RESOURCES TOWARD BUILDING STRONGER MORE VIBRANT COMMUNITIES (CONTINUED ON SCHEDULE O)A HEALTHY ECONOMY AND A MORE INNOVATIVE AND GLOBALLY COMPETITIVE AND SUSTAINABLE BAY AREA. BACKED BY THE BAY AREA COUNCIL A 501(C)(4) ORGANIZATION WITH OVER 60 YEARS OF EXPERIENCE AND A SUCESSFUL TRACK RECORD IN THE POLICY ARENA, WE PROVIDE A STRONG FRAMEWORK AND RESOURCE BASE FOR ADDRESSING THE INTERDEPENDENT FORCESTHAT GOVERN THE REGIONAL ECONOMY WITH AN EYE ON LOCAL, STATE, NATIONAL AND INTERNATIONAL FACTORS. THE FOUNDATION WORK CAN BE SUMMARIZED IN THREE KEY WORDS: RESEARCHING; EDUCATING; IMPLEMENTING. 0 0 2882007 1976816 526850 ECONOMIC INSTITUTE (EI)- VARIOUS SPECIFIC RESEARCH PROJECTS FOR WHICH ECONOMIC REPORTS AND ANALYSIS WERE PREPARED AND COMMUNICATED TO THE BUSINESS COMMUNITY AND BAC MEMBERS. THE EI REVENUE AND EXPENSE FIGURES REPRESENT THE AUDITED FINANCIALS FOR THE ECONOMIC INSTITUTE SEGMENT OF THE BAY AREA COUNCIL FOUNDATION BUSINESS. NOTE THERE ARE CONTRACTUAL TIMING DIFFERENCES RELATIVE TO REVENUE AND EXPENSES RECOGNITION WITH EACH SPECIFIC RESEARCH PROJECT THAT MAY STRADDLE THE 2020 FINANCIAL YEAR. UPON COMPLETION, ALL PROJECT FINANCIALS REFLECT FAVORABLE RESULTS. 1578791 EDUCATION - WE BELIEVE IS ONE OF THE TOP COMPETITIVE FACTORS SHAPING THE BAY AREA. THEREFORE THE BACF HELPS DRIVE INITIATIVES TO HELP RAISE CALIFORNIA STUDENT ACHIEVEMENT THROUGH DATA, TEACHER QUALITY. WE HAVE KEY INITIATIVES GEARED TOWARD IMPROVING THE OUTCOMES OF THE STATES P-12 EDUCATION SYSTEM. WE ALSO EXPLORE HOW TO INCREASE LOW-INCOME ACCESS TO EARLY CHILD CARE IN THE BAY AREA AND STATE. 4460798 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 26 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 21 21 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 CA X JULIE ROWE CFO 4159816600 PO BOX 5135 BERKELEY CA 94705 KAUSIK RAJGOPAL CHAIR 1.00 2.00 X X 0 0 0 KRISTINA LAWSON SECRETARY 1.00 2.00 X X 0 0 0 ROB JAMES TREASURER 1.00 2.00 X X 0 0 0 CYNTHIA BURKS MEMBER 1.00 X 0 0 0 RANJANA CLARK MEMBER 1.00 X 0 0 0 MICHAEL COVARRUBIAS MEMBER 1.00 2.00 X 0 0 0 LISA DANIELS MEMBER 1.00 2.00 X 0 0 0 JOHN GAUDER MEMBER 1.00 2.00 X 0 0 0 SALEEM JANMOHAMED MEMBER 1.00 2.00 X 0 0 0 MAHESH KHARKAR MEMBER 1.00 2.00 X 0 0 0 RHODES KIRSTEN MEMBER 1.00 X 0 0 0 SARAH KREVANS MEMBER 1.00 X 0 0 0 JANET LAMKIN MEMBER 1.00 2.00 X 0 0 0 PEG MCALLISTER MEMBER 1.00 2.00 X 0 0 0 ALEX MEHRAN MEMBER 1.00 2.00 X 0 0 0 SUNIL PANDYA MEMBER 1.00 2.00 X 0 0 0 PATRICIA POPPE MEMBER 1.00 X 0 0 0 CLINT REILLY MEMBER 1.00 2.00 X 0 0 0 IVAR SATERO MEMBER 1.00 2.00 X 0 0 0 MIKE SELFRIDGE MEMBER 1.00 2.00 X 0 0 0 JED YORK MEMBER 1.00 2.00 X 0 0 0 JAMES WUNDERMAN CEO 1.00 40.00 X 0 819880 167964 JOHN GRUBB COO 1.00 40.00 X 0 345918 50586 JULIE ROWE CFO 1.00 40.00 X 0 235765 25776 0 1401563 244326 0 0 1 0 0 7839535 7839535 ECON. INST. RESEARCH 900099 526850 526850 526850 8366385 526850 0 0 X 1976816 1976816 1024583 930398 53229 40956 117675 108222 7829 1624 72801 67072 5604 125 61138 56859 3695 584 1841 1382 459 36000 36000 874313 850313 24000 13850 6037 7813 204161 25453 178708 41648 22221 19427 130751 4738 126013 3179 3093 86 360997 743 360254 167934 10181 157753 EVENTS/DELEGATIONS/MTG 160193 159509 684 BAD DEBT EXPENSES 156761 156761 CORPORATE OVERHEAD ALLO 40000 40000 OTHER EXPENSES 5000 5000 2649 2649 5452290 4460798 948203 43289 2617404 1099289 3750184 6154106 1406600 670244 124170 153790 21304423 360254 11391655 20944169 11774480 17264510 31064493 46286108 1120238 4581384 75000 0 6198239 7786959 14775329 22207984 22168806 34576327 X 1808543 2378499 7087144 9331282 8895687 11709781 31064493 46286108 2914095 -100001 0 X 0 1 X 1 0 X 2013638 1227816 3643174 6739120 7839535 21463283 2013638 1227816 3643174 6739120 7839535 21463283 5781026 15682257 21463283 4695614 0.73070 0.65340 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER - RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 18556800 309280 18247520 420840 15031 405809 2326783 35943 2290840 20944169 DUE FROM RELATED ORGANIZATIONS 13414763 OPERATING LEASE RIGHT-OF-USE ASSETS 3849747 17264510 DUE TO RELATED ORGANIZATION 18337083 LEASE LIABILITY 3870901 22207984 X PART X, LINE 2: BAY AREA COUNCIL FOUNDATION IS EXEMPT FROM TAXATION UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). THERE WAS NO FEDERAL AND STATE TAX LIABILITIES DUE FOR THE YEARS ENDED DECEMBER 31, 2022. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES PROVIDE ACCOUNTING AND DISCLOSURE GUIDANCE ABOUT POSITIONS TAKEN BY AN ORGANIZATION IN ITS TAX RETURNS THAT MIGHT BE UNCERTAIN. MANAGEMENT HAS CONSIDERED ITS TAX POSITIONS AND BELIEVES THAT ALL OF THE POSITIONS TAKEN BY BAC IN ITS FEDERAL AND STATE EXEMPT ORGANIZATION TAX RETURNS ARE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION. BAC'S RETURNS ARE SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES, GENERALLY FOR THREE AND FOUR YEARS, RESPECTIVELY, AFTER THEY ARE FILED. 0 ASIAN PACIFIC ENVIRONMENTAL 426 17TH ST SUITE 500 OAKLAND CA 94612 943261846 501(C)(3) 180408 0 CALIFORNIA RESILIENCE CHALLENGE BIG VALLEY BAND OF POMO INDIANS PO BOX 5135 BERKELEY CA 94705 999999999 501(C)(3) 100000 0 CALIFORNIA RESILIENCE CHALLENGE CA HAWAII STATE CONF OF NAACP 1026 FLORIN RD PMB 331 SACRAMENTO CA 95831 999999999 GOVERNMENT ENTITY 164400 0 CALIFORNIA RESILIENCE CHALLENGE COOPERATION HUMBOLDT P O BOX 7248 EUREKA CA 95502 954126989 501(C)(3) 180408 0 CALIFORNIA RESILIENCE CHALLENGE COUNTY OF SANTA BARBARA 1100 ANACAPA ST SANTA BARBARA CA 93101 999999999 GOVERNMENT ENTITY 100000 0 CALIFORNIA RESILIENCE CHALLENGE FMMS PO BOX 5135 BERKELEY CA 94705 999999999 501(C)(3) 174938 0 CALIFORNIA RESILIENCE CHALLENGE MADERA COUNTY DEPART OF WATER AND NATURAL RESOURCES 200 W 4TH STREET MADERA CA 93637 999999999 GOVERNMENT ENTITY 180188 0 CALIFORNIA RESILIENCE CHALLENGE SAN JOAQUIN AREA FLOOD CONTROL AGENCY 22 E WEBER AVE 301 STOCKTON CA 95202 999999999 GOVERNMENT ENTITY 100000 0 CALIFORNIA RESILIENCE CHALLENGE THE FERNANDENO TATAVIAM BAND OF MISSION INDIANS 1019 2ND ST SAN FERNANDO CA 91340 383735313 501(C)(4) 180408 0 CALIFORNIA RESILIENCE CHALLENGE THE FORESTRY AND FIRE RECRUITMENT PROGRAM 110 W 6TH ST 162 AZUSA CA 91702 830806426 501(C)(3) 200000 0 CALIFORNIA RESILIENCE CHALLENGE TOWN OF PARADISE 5555 SKYWAY RD PARADISE CA 95969 680412938 501(C)(3) 180408 0 CALIFORNIA RESILIENCE CHALLENGE US GREEN BUILDING COUNCIL-LOS ANGELES 525 S HEWITT ST LOS ANGELES CA 90013 753041444 501(C)(3) 50000 0 CALIFORNIA RESILIENCE CHALLENGE WESTERN KLAMATH RESTORATION PARTNERSHIP PO BOX 5135 BERKELEY CA 94705 999999999 501(C)(3) 180408 0 CALIFORNIA RESILIENCE CHALLENGE 9 5 0 1 0 0 0 0 0 0 0 JAMES WUNDERMAN CEO 0 639826 0 168054 0 12000 0 141600 0 26364 0 987844 0 0 JOHN GRUBB COO 0 280918 0 65000 0 0 0 34980 0 15606 0 396504 0 0 JULIE ROWE CFO 0 210465 0 25000 0 300 0 24600 0 1176 0 261541 0 0 PART I, LINE 3 THERE WERE NO PAID EMPLOYEES FOR BAY AREA COUNCIL FOUNDATION. ALL OFFICERS ARE PAID BY RELATED ORGANIZATION, BAY AREA COUNCIL 501(C)(4), AND TRANSFER PRICING METHODS ARE USED TO ALLOCATE TO THE RELATED BACF ENTITY. PART I, LINE 4B THE CEO, PAID BY A RELATED ORGANIZATION, PARTICIPATED IN A SECTION 457(F) DEFERRED COMPENSATION PLAN AND ACCRUED THE AMOUNT OF $105,000 (NOT VESTED). FORM 990, PART VI, SECTION B, LINE 11B OUR TAX RETURN IS REVIEWED AND PREPARED BY OUR INDEPENDENT CPA FIRM. THE PROGRAM ELEMENTS ARE PREPARED BY SENIOR MANAGEMENT TO INCLUDE THE CEO AND CFO. THE CPA FIRM ALSO PERFORMS THE INDEPENDENT FINANCIAL AUDIT AS REQUIRED BY THE BOARD OF DIRECTORS. FINANCIAL RESULTS AND PROGRAM FIGURES ARE INCLUDED HEREIN. FINANCIAL RESULTS ARE REPORTED TO THE EXECUTIVE COMMITTEE OF THE BOARD FOR THEIR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE FINANCE AND ADMINISTRATIVE DEPARTMENTS REGULARLY MONITOR FOR CONFLICTS OF INTEREST. OUR CONFLICT OF INTEREST POLICY IS INCLUDED IN OUR EMPLOYEE HR HANDBOOK. DIRECTORS, OFFICERS AND EMPLOYEES ARE REQUIRED TO SIGN A CONFLICT OF INTEREST STATEMENT. FORM 990, PART VI, SECTION B, LINE 15 THERE WERE NO PAID EMPLOYEES FOR THE BAY AREA COUNCIL FOUNDATION. ALL OFFICERS ARE PAID BY RELATED ORGANIZATION, BAY AREA COUNCIL 501(C)(4), AND TRANSFER PRICING METHODS ARE USED TO ALLOCATE TO THE RELATED BACF ENTITY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION WILL MAKE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G ECONOMIC RESEARCH CONSULTANTS: PROGRAM SERVICE EXPENSES 75,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 75,000. GRANT WORK CONSULTANTS: PROGRAM SERVICE EXPENSES 760,813. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 760,813. OTHER CONSULTANTS: PROGRAM SERVICE EXPENSES 10,000. MANAGEMENT AND GENERAL EXPENSES 12,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 22,000. WEB DESIGN: PROGRAM SERVICE EXPENSES 4,500. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,500. VISUAL GRAPHIC DESIGN: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 12,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 12,000. BAY AREA COUNCIL 353 SACRAMENTO STREET 10TH FLOOR SAN FRANCISCO CA 94111 237325853 SOCIAL WELFARE CA 501(C)(4) N/A 0 0 0 0 0 1 0 0 0 0 0 0 1 0 1 1 1 0 0 0