2025-11-17T12:52:35-06:00 2024-12-31 994625061 CRI ADVISORS LLC 4004 SUMMIT BLVD NE SUITE 800 ATLANTA GA 30319 990 2024-01-01 272402209 LIVABLE BUCKHEAD INC LIVA 4048422680 3348 PEACHTREE ROAD NE 1150 ATLANTA GA 30326 DENISE STARLING EXECUTIVE DIRECTOR 4048422682 2025-11-14 1 1 PAMELA D HARDISTER CPA P00240127 7703948000 2025-11-14 2024 2025-03-06 01:10:19Z DENISE STARLING 3348 PEACHTREE ROAD NE 1150 ATLANTA GA 30326 2693662 0 X WWW.LIVABLEBUCKHEAD.ORG X 2010 GA STRIVE TO ENSURE THE LONG-TERM VITALITY AND PROSPERITY OF THE BUCKHEAD COMMUNITY BY WORKING COOPERATIVELY WITH INDIVIDUALS, PUBLIC ENTITIES AND PRIVATE BUSINESSES TO INTEGRATE INTO EVERYDAY LIFE AND BUSINESS SUSTAINABLE STRATEGIES THAT IMPROVE THE ENVIRONMENT AND QUALITY OF LIFE IN THE COMMUNITY. ALSO ENHANCE MOBILITY IN THE BUCKHEAD AREA BY INITIATING AND PROMOTING TRANSPORTATION ALTERNATIVES AND IMPROVEMENTS THROUGH A COORDINATED AND COMPREHENSIVE EFFORT OF PUBLIC AND PRIVATE PARTNERS. 60 58 16 60 0 0 331319 395294 1465579 2139875 28554 56161 0 0 1825452 2591330 38022 24093 0 0 877473 1090165 22000 24000 42146 871517 977192 1809012 2115450 16440 475880 7017985 7531866 193010 189291 6824975 7342575 X STRIVE TO ENSURE THE LONG-TERM VITALITY AND PROSPERITY OF THE BUCKHEAD COMMUNITY BY WORKING COOPERATIVELY WITH INDIVIDUALS, PUBLIC ENTITIES AND PRIVATE BUSINESSES TO INTEGRATE INTO EVERYDAY LIFE AND BUSINESS SUSTAINABLE STRATEGIES THAT IMPROVE THE ENVIRONMENT AND QUALITY OF LIFE IN THE COMMUNITY. ALSO ENHANCE MOBILITY IN THE BUCKHEAD AREA BY INITIATING AND PROMOTING TRANSPORTATION ALTERNATIVES AND IMPROVEMENTS THROUGH A COORDINATED AND COMPREHENSIVE EFFORT OF PUBLIC AND PRIVATE PARTNERS. 1 0 472181 24093 1833691 GRANT FUNDING ALLOCATED TO THE PROMOTION OF ALTERNATIVE COMMUTE OPTIONS THAT INCLUDE CARPOOLS, TELEWORKING, BIKING, WALKING AND ADMINISTERING A DISCOUNTED MARTA TRANSIT PROGRAM. LBI PROVIDES PROGRAM ADMINISTRATION, EDUCATION SERVICES, MARKETING, INCENTIVE PROGRAMS, GRANT REPORTING AND HOSTS EVENTS FOCUSED ON ALTERNATIVE COMMUTE OPPORTUNITIES. IN 2024, LBI SOLD APPROXIMATELY 5,629 MARTA PASSES. 62882 18684 PARTY ON THE PATH AND OTHER PROGRAM EVENTS PROVIDES THE COMMUNITY THE OPPORTUNITY TO LEVERAGE LANDS IN PUBLIC OWNERSHIP TO DEVELOP A COMMUNITY AMENITY THAT WILL PROVIDE LOCAL RECREATIONAL AND SOCIAL OPPORTUNITIES INCLUDING WALKABLE AND BIKABLE CONNECTIONS TO LOCAL SCHOOLS AND THE COMMERCIAL BUSINESS DISTRICT AS WELL AS TO THE ATLANTA BELTLINE. 1439667 137140 LIVABLE BUCKHEAD INC. OFFERS OTHER PROGRAM SERVICES TO HELP ENSURE THE LONG-TERM VITALITY AND PROSPERITY OF THE BUCKHEAD COMMUNITY. OUR SERVICES ARE DESIGNED TO WORK COOPERATIVELY WITH INDIVIDUALS, PUBLIC ENTITIES AND PRIVATE BUSINESSES TO INTEGRATE INTO EVERYDAY LIFE AND BUSINESS SUSTAINABLE STRATEGIES THAT IMPROVE THE ENVIRONMENT AND QUALITY OF LIFE IN THE COMMUNITY. OUR SERVICES ALSO INCLUDE THE BETTER BUILDING CHALLENGE PROGRAM, COMMUNITY CARD PROGRAM, GREENSPACE PROGRAM AND OTHER ENVIRONMENTAL SERVICES. 26444 150360 EMPLOYERS ASSISTED HOUSING PROGRAM: THE BUCKHEAD EMPLOYER ASSISTED HOUSING PROGRAM IS A TWO-YEAR PILOT PROGRAM THAT PROVIDES A MONTHLY $400 RENT SUBSIDY TO 100 MODERATE INCOME BUCKHEAD WORKERS WHO CHOOSE TO RELOCATE TO LIVE IN THE COMMUNITY. THE PURPOSE OF THE PROGRAM IS THREE-FOLD: 1) REDUCE COMMUTE TRAFFIC AND THE SUBSEQUENT AIR QUALITY AND CONGESTION IMPACTS, 2) PROVIDE UPWARD SOCIAL MOBILITY OPPORTUNITIES FOR MODERATE INCOME INDIVIDUALS, AND 3) HELP RENTERS MOVE TOWARD A PATH OF HOME OWNERSHIP. 26444 150360 2001174 1 1 0 0 0 0 1 0 0 0 1 1 0 1 1 1 1 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 22 0 1 16 1 0 0 0 0 0 0 0 0 0 0 0 0 X 60 58 0 0 0 0 1 1 1 1 1 0 0 1 1 0 1 0 1 1 1 0 GA X X DENISE STARLING 4048422682 3348 PEACHTREE ROAD NE SUITE 1150 ATLANTA GA 30326 X ROBERT STONER CHAIRMAN 1.00 X X 0 0 0 ROBIN SUGGS SECRETARY 1.00 X X 0 0 0 NANCY BLIWISE DIRECTOR 1.00 X 0 0 0 GREG CHAFEE DIRECTOR 1.00 X 0 0 0 ALLIE DAMICO DIRECTOR 1.00 X 0 0 0 THOMAS GIVENS DIRECTOR 1.00 X 0 0 0 HEATHER HALPERN DIRECTOR 1.00 X 0 0 0 REBECCA KING DIRECTOR 1.00 X 0 0 0 DAN KNOPP DIRECTOR 1.00 X 0 0 0 MARK LINDENBAUM DIRECTOR 1.00 X 0 0 0 SHAR'RON RUSSELL DIRECTOR 1.00 X 0 0 0 SALLY SILVER DIRECTOR 1.00 X 0 0 0 EMILY SIRCY DIRECTOR 1.00 X 0 0 0 ANDY SUMLIN DIRECTOR 1.00 X 0 0 0 PATTY WEBB DIRECTOR 1.00 X 0 0 0 AMY WILLIAMS DIRECTOR 1.00 X 0 0 0 MICHAEL YACOUB DIRECTOR 1.00 X 0 0 0 DENISE STARLING EXECUTIVE DIRECTOR 40.00 X X 195907 0 19404 195907 0 19404 7 0 1 0 0 233795 9000 152499 24093 395294 GRANT REVENUE 900099 1542322 1542322 TRANSAVE REVENUE 562000 460413 460413 EVENT SPONSORSHIP 900099 137140 137140 2139875 58775 58775 99718 102332 -2614 -2614 -2614 2591330 2139875 0 56161 X 24093 24093 195907 191918 3055 934 745909 730721 11632 3556 24343 22927 1084 332 104821 92451 11031 1339 19185 18070 854 261 24682 24682 24000 24000 1363 1363 437606 437104 401 101 68239 55461 2600 10178 7000 1748 5240 12 43187 41583 1229 375 68519 64538 3049 932 1164 1097 51 16 8051 7582 359 110 5500 5500 EVENT HOSTING 136352 136352 COMMUTE AND HOUSING ANA 70559 70559 DESIGN AND ENGAGEMENT - 62882 62882 OTHER TDM PROGRAMS 42088 42088 2115450 2001174 72130 42146 798 993967 958360 398056 385173 55733 8739 13043 60876 2876 58000 58000 191345 708795 5380761 5339081 7017985 7531866 142249 143052 50761 46239 193010 189291 X 1076145 1073693 5748830 6268882 6824975 7342575 7017985 7531866 475880 6654 35066 0 X X 0 1 X 1 0 X 473986 339333 341472 293297 371201 1819289 473986 339333 341472 293297 371201 1819289 1819289 18428 8732 6786 28415 58775 121136 1940425 7935233 0.93760 0.58720 X 0.58720 0.00970 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 1 0.90 0 0 0 1 0 8.00 0 58000 58000 2876 2876 0 58000 OTHER INVESTMENTS 708795 F 708795 TOWER PLACE - CONSERVATION EASEMENT 5330000 RIGHT OF USE ASSET 6540 ASSETS HELD FOR BAC 2541 5339081 LEASE LIABILITY 6540 DEPOSITS HELD FOR BAC 39699 46239 X 2631687 6654 35066 41720 2589967 1363 1363 2591330 2114087 0 2114087 1363 1363 2115450 PART X, LINE 2: UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, THE ORGANIZATION IS EXEMPT FROM TAXES ON INCOME OTHER THAN UNRELATED BUSINESS INCOME. THE ORGANIZATION DID NOT HAVE ANY UNRELATED BUSINESS INCOME FOR THE YEAR ENDED DECEMBER 31, 2024. THE ORGANIZATION UTILIZES THE ACCOUNTING REQUIREMENTS ASSOCIATED WITH UNCERTAINTY IN INCOME TAXES USING THE PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ASC 740, INCOME TAXES. USING THAT GUIDANCE, TAX POSITIONS INITIALLY NEED TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS WHEN IT IS MORE-LIKELY-THAN-NOT THE POSITIONS WILL BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITIES. IT ALSO PROVIDES GUIDANCE FOR DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION. AS OF DECEMBER 31, 2024, THE ORGANIZATION HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART II, LINE 9: THE ORGANIZATION RECORDS CONSERVATION EASEMENTS AT COST IF PURCHASED OR AT FAIR VALUE AT THE DATE OF THE GIFT. THE CONSERVATION EASEMENT WAS ACQUIRED AS A GIFT, AND WAS RECORDED AT FAIR VALUE AS DETERMINED BY AN APPRAISAL AT THE TIME OF THE GIFT. FAIR VALUE IS NOT SUBSEQUENTLY ADJUSTED. THE CONSERVATION EASEMENT IS COMPRISED OF LISTED RIGHTS AND/OR RESTRICTIONS OVER THE OWNED PROPERTY THAT WERE CONVEYED BY THE PROPERTY OWNER TO THE ORGANIZATION, IN PERPETUITY, IN ORDER TO PROTECT THE OWNED PROPERTY AS A SIGNIFICANT NATURAL AREA, AS DEFINED IN FEDERAL TAX REGULATIONS. THIS INTANGIBLE ASSET MAY BE SOLD OR TRANSFERRED ONLY TO OTHER ELIGIBLE ORGANIZATIONS, AS DEFINED, SO LONG AS THE ASSIGNEE AGREES TO CARRY OUT, IN PERPETUITY, THE CONSERVATION PURPOSES INTENDED BY THE ORIGINAL GRANTOR. THE CONSERVATION EASEMENT, BY ITS NATURE, IS NOT EXPECTED TO GENERATE MATERIAL AMOUNTS OF CASH FLOWS ANNUALLY. THE CONSERVATION EASEMENT IS CLASSIFIED AS AN ASSET WITH DONOR RESTRICTIONS DUE TO RESTRICTIONS PLACED ON ITS INTENDED USE AND TRANSFERABILITY. X 0 CAPSTONE ADVANCEMENT PARTNERS PO BOX 18993 ATLANTA GA 31126 FUNDRAISING CONSULTANTS 0 0 22000 -22000 22000 -22000 GA X 0 0 0 0 0 0 0 1 0 DENISE STARLING EXECUTIVE DIRECTOR 178407 0 17500 0 0 0 5447 0 13957 0 215311 0 0 0 PART I, LINE 7 THE ORGANIZATION PROVIDES BONUS PAYMENTS TO INDIVIDUALS, BASED ON ESTABLISHED CRITERIA, WHICH ARE NON-FIXED, YEAR OVER YEAR, IF APPLICABLE AS BUDGETED. FORM 990, PART III, LINE 2 EMPLOYERS ASSISTED HOUSING PROGRAM: THE BUCKHEAD EMPLOYER ASSISTED HOUSING PROGRAM IS A TWO-YEAR PILOT PROGRAM THAT PROVIDES A MONTHLY $400 RENT SUBSIDY TO 100 MODERATE INCOME BUCKHEAD WORKERS WHO CHOOSE TO RELOCATE TO LIVE IN THE COMMUNITY. THE PURPOSE OF THE PROGRAM IS THREE-FOLD: 1) REDUCE COMMUTE TRAFFIC AND THE SUBSEQUENT AIR QUALITY AND CONGESTION IMPACTS, 2) PROVIDE UPWARD SOCIAL MOBILITY OPPORTUNITIES FOR MODERATE INCOME INDIVIDUALS, AND 3) HELP RENTERS MOVE TOWARD A PATH OF HOME OWNERSHIP. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS A MEMBERSHIP BASE CONSISTING OF COMMERCIAL BUILDING PROPERTY MANAGERS, BUSINESSES, REAL ESTATE DEVELOPERS, HOTELS AND CIVIC ASSOCIATIONS, MULTI-RESIDENTIAL AND INDIVIDUALS. FORM 990, PART VI, SECTION A, LINE 7A ALL MEMBERS OF LIVABLE BUCKHEAD MAY VOTE AT BOARD MEETINGS AND CAN ELECT/NOMINATE BOARD MEMBERS AS THEIR TERMS EXPIRE. FORM 990, PART VI, SECTION A, LINE 7B ANNUAL MEMBERSHIP IS BASED ON A MULTI-LEVEL MATRIX. CHAMPION AND BENEFACTOR LEVEL MEMBERSHIP PROVIDES VOTING PRIVILEGES. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE FORM 990 IS PROVIDED TO THE FINANCIAL COMMITTEE FOR REVIEW AND ALL BOARD MEMBERS ARE PROVIDED THE OPPORTUNITY TO REVIEW UPON REQUEST. FORM 990, PART VI, SECTION B, LINE 12C DIRECTORS ARE REQUIRED TO RECUSE THEMSELVES IF A CONFLICT SHOULD ARISE. FORM 990, PART VI, SECTION B, LINE 15 WAGE ADJUSTMENTS TO THE EXECUTIVE DIRECTOR'S COMPENSATION ARE RECOMMENDED AND APPROVED BY THE BOARD OF DIRECTOR'S EXECUTIVE COMMITTEE. YEARLY STAFF PERFORMANCE REVIEWS ARE HELD BETWEEN STAFF MEMBERS AND THE EXECUTIVE DIRECTOR, WHEREIN THEY DISCUSS PERFORMANCE. AT THAT TIME, AN EVALUATION IS WRITTEN AND SIGNED BY BOTH THE EXECUTIVE DIRECTOR AND STAFF MEMBER. WAGE INCREASES ARE APPROVED BY THE EXECUTIVE DIRECTOR AND REVIEWED BY THE FINANCE COMMITTEE AND BOARD OF DIRECTORS AS PART OF THE ORGANIZATION AND GRANT BUDGETS. WRITTEN EVALUATIONS ARE SIGNED AND FILED IN INDIVIDUAL PERSONNEL FILES. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST. FORM 990, PART VII, SECTION A: THE ORGANIZATION FILES QUARTERLY FORMS 941, WITH RESPECTIVE YEAR-END FORM W-3, TO QUALIFY REPORTABLE COMPENSATION FOR INDIVIDUALS LISTED UNDER THESE FILINGS. THE ORGANIZATION REPORTS OFFICER PAYROLL (W-2 EMPLOYEES) FOR OTHER RELATED ORGANIZATIONS, AS REPORTABLE INCOME UNDER LIVABLE BUCKHEAD, INC., AS COMBINED UNDER A SINGLE ENTITY, AS A MATTER OF CONVENIENCE, AND TO REDUCE THE ADMINISTRATIVE BURDEN OF PROCESSING PAYROLL, FUNDING PAYROLL, AND PROVIDING BENEFITS. THE RELATED ENTITIES HAVE A MEMORANDUM OF UNDERSTANDING THAT STATES THEY WILL BE GOOD STEWARDS OF THE FUNDING THEY ARE RESPONSIBLE FOR; THUS, THE COMBINED PAYROLL OF THE OTHER ENTITIES DOES NOT PROPERLY REFLECT THE REALITY OF OPERATIONS FOR EACH INDIVIDUAL ORGANIZATION. FORM 990, PART IX, LINE 11G MARTA PURCHASES/BREEZCARDS: PROGRAM SERVICE EXPENSES 430,093. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 430,093. BANK AND SERVICE FEES: PROGRAM SERVICE EXPENSES 4,467. MANAGEMENT AND GENERAL EXPENSES 281. FUNDRAISING EXPENSES 64. TOTAL EXPENSES 4,812. PAYROLL PROCESSING FEES: PROGRAM SERVICE EXPENSES 2,544. MANAGEMENT AND GENERAL EXPENSES 120. FUNDRAISING EXPENSES 37. TOTAL EXPENSES 2,701. FORM 990, PART XII, LINE 2C: THERE WAS NO CHANGE IN THE POLICY OR PROCEDURE DURING THE YEAR. BUCKHEAD AREA TRANSPORTATION MANAGEMENT ASSOCIATION INC 3348 PEACHTREE RD NE 1150 ATLANTA GA 30326 582345213 ENHANCE MOBILITY IN THE BUCKHEAD AREA GA 501(C)(4) N/A LIVABLE BUCKHEAD INC 1 BUCKHEAD COALITION INC 3348 PEACHTREE RD NE 1150 ATLANTA GA 30326 581823063 ENHANCE QUALITY OF LIFE IN THE BUCKHEAD COMMUNITY GA 501(C)(4) N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 1 BUCKHEAD COALITION INC R 92028 PLEDGES RECEIVABLE BUCKHEAD COALITION INC C 9000 CASH- FMV BUCKHEAD COALITION INC S 25000 CASH- FMV