Totals
- Total revenue
- $7,075,430
- Total expenses
- $6,665,916
- Contributions and grants received
- $5,622,517
- Grants paid
- $8,500
- Program service revenue
- $1,834,201
- Investment income
- $3,740
- Other revenue
- -$385,028
- Total assets, end of year
- $32,202,170
- Total liabilities, end of year
- $25,835,696
- Net assets or fund balances, end of year
- $6,366,474
- Program services expenses (Part IX)
- $5,765,717
- Management and general expenses
- $617,345
- Fundraising expenses
- $282,854
- Program service expenses (Part III)
- $5,765,717
Program services were 86.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1b · Membership dues
$3,979,692
-
1c · Fundraising events
$1,524,700
-
1f · All other contributions, gifts and grants
$118,125
-
2a · Program service revenue: PROGRAM SERVICE FEES
total $950,000 · related or exempt $950,000
-
2b · Program service revenue: PACIFIC SUMMIT
total $529,900 · related or exempt $529,900
-
2c · Program service revenue: ECON. INST. RESEARCH
total $354,301 · related or exempt $354,301
-
3 · Investment income
total $3,740 · excluded $3,740
-
8a · Fundraising events: gross income
$172,700
-
8a · Fundraising events: contributions included on line 1c
$1,524,700
-
8b · Fundraising events: direct expenses
$565,622
-
8c · Net income from fundraising events
total -$392,922 · excluded -$392,922
-
11a · Other revenue: MISCELLANEOUS
total $7,894 · excluded $7,894
-
11e · Other revenue, total
$7,894
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $8,500 · program services $8,500
-
5 · Compensation of officers, directors and key employees
total $1,502,507 · program services $1,438,339 · management and general $35,379 · fundraising $28,789
-
7 · Other salaries and wages
total $2,634,231 · program services $2,587,125 · fundraising $47,106
-
8 · Pension plan contributions
total $118,436 · program services $98,094 · management and general $14,529 · fundraising $5,813
-
9 · Other employee benefits
total $191,951 · program services $133,643 · management and general $54,804 · fundraising $3,504
-
10 · Payroll taxes
total $264,818 · program services $190,221 · management and general $69,065 · fundraising $5,532
-
11b · Fees: legal
total $18,213 · management and general $18,213
-
11c · Fees: accounting
total $102,139 · program services $21,599 · management and general $80,540
-
11g · Fees: other
total $392,236 · program services $316,837 · management and general $67,849 · fundraising $7,550
-
12 · Advertising and promotion
total $12,707 · program services $12,707
-
13 · Office expenses
total $135,956 · program services $49,260 · management and general $82,386 · fundraising $4,310
-
14 · Information technology
total $209,992 · program services $225,010 · management and general -$15,293 · fundraising $275
-
16 · Occupancy
total $548,328 · program services $418,172 · management and general $130,156
-
17 · Travel
total $69,293 · program services $58,166 · management and general $11,127
-
22 · Depreciation, depletion and amortization
total $4,908 · program services $3,575 · management and general $1,333
-
23 · Insurance
total $25,526 · program services $21,267 · management and general $4,259
-
24a · Other expenses: MEMBER EVENTS
total $240,079 · program services $0 · management and general $60,104 · fundraising $179,975
-
24b · Other expenses: TAXES/LICENSES
total $114,938 · program services $112,546 · management and general $2,392 · fundraising $0
-
24c · Other expenses: BAD DEBT EXPENSE
total $70,283 · program services $70,283 · management and general $0 · fundraising $0
-
24d · Other expenses: OTHER EXPENSES
total $875 · program services $373 · management and general $502 · fundraising $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $292,302 · end of year $1,052,864
-
2 · Savings and temporary cash investments
beginning of year $1,180,269 · end of year $720,742
-
4 · Accounts receivable
beginning of year $1,628,579 · end of year $1,490,896
-
9 · Prepaid expenses and deferred charges
beginning of year $126,229 · end of year $188,463
-
10a · Land, buildings and equipment: cost or other basis
$48,093
-
10b · Land, buildings and equipment: accumulated depreciation
$46,860
-
10c · Land, buildings and equipment, net
beginning of year $6,433 · end of year $1,233
-
15 · Other assets
beginning of year $5,151,544 · end of year $28,747,972
-
17 · Accounts payable and accrued expenses
beginning of year $1,530,022 · end of year $1,729,578
-
19 · Deferred revenue
beginning of year $613,775 · end of year $678,700
-
24 · Unsecured notes and loans payable
beginning of year $149,747 · end of year $146,401
-
25 · Other liabilities
beginning of year $441,715 · end of year $23,281,017
-
27 · Net assets without donor restrictions
beginning of year $5,632,597 · end of year $6,366,474
-
28 · Net assets with donor restrictions
beginning of year $17,500 · end of year $0
Mission and programs · 2023
Mission
OUR PROGRAM SERVICE ACCOMPLISHMENTS INCLUDE SUCCESSES WITHIN THE POLICY AND RESEARCH FRAMEWORK FOR BAY AREA INFRASTRUCTURE INCLUDING TRANSPORTATION, HOUSING AND LAND USE, HOMELESSNESS, WORKFORCE OF THE FUTURE, GENDER EQUITY AND DIVERSITY, WATER & CLIMATE RESILIENCE, EARLY CHILDHOOD EDUCATION, GOVERNMENT RELATIONS, HEALTHCARE & ENERGY.
Activities or mission (Part I)
BAY AREA COUNCIL (BAC) ARE BUSINESS LEADERS COMMITTED TO WORKING WITH PUBLIC AND CIVIC LEADERS TO MAKE THE BAY AREA THE MOST INNOVATIVE, GLOBALLY COMPETITIVE, AND SUSTAINABLE REGION IN THE WORLD.
-
COMBINED POLICY PROGRAMS AND PROJECTS INCLUDE TRANSPORTATION, HOUSING AND LAND USE, HOMELESSNESS, WORKFORCE DEVELOPMENT, GENDER EQUITY AND DIVERSITY, WATER AND CLIMATE RESILIENCE, EARLY CHILDHOOD EDUCATION, GOVERNMENT RELATIONS, HEALTHCARE AND ENERGY.
Expenses $4,612,575 · Grants $8,500 · Revenue $529,900
-
THE BAY AREA COUNCIL ECONOMIC INSTITUTE COMMISSIONS TOP QUALITY RESEARCH PROJECTS AND PROVIDES POLLING ON VARIOUS SUBJECT MATTERS. RESEARCH AND INVESTIGATIVE REPORTS ARE COMPILED SO THAT OBJECTIVE DECISIONS CAN BE MADE CONCERNING POLICY FORMATION. RESEARCH WORK IS PERFORMED IN EACH OF THE DEFINED PROGRAM AREAS TO INCLUDE TRANSPORTATION, HOUSING AND LAND USE, HOMELESSNESS, WORKFORCE DEVELOPMENT, GENDER EQUALITY AND DIVERSITY, WATER AND CLIMATE RESILIENCE, EARLY CHILDHOOD EDUCATION, GOVERNMENT RELATIONS, HEALTHCARE AND ENERGY.
Expenses $576,572 · Revenue $1,304,301
-
THE BAY AREA FAMILY OF FUNDS FOCUSES ON REDUCING POVERTY AND ENCOURAGING SMART GROWTH IN BAY AREA LOW AND MODERATE-INCOME ("LMI") NEIGHBORHOODS.
Expenses $576,570
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Kristina LawsonKRISTINA LAWSON
CHAIR
- Total calculated
- $0
- Hours/week
- 2 + 1 related
-
Chris RivielleCHRIS RIVIELLE
SECRETARY
- Total calculated
- $0
- Hours/week
- 2
-
Phillip MazziePHILLIP MAZZIE
TREASURER
- Total calculated
- $0
- Hours/week
- 2
-
Aaron FentonAARON FENTON
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Adam Van De WaterADAM VAN DE WATER
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Aidan Ali-SullivanAIDAN ALI-SULLIVAN
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Alan GoldsmithALAN GOLDSMITH
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Alex LeonardALEX LEONARD
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Alex MaklerALEX MAKLER
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Alex Mehran SrALEX MEHRAN SR
MEMBER
- Total calculated
- $0
- Hours/week
- 2 + 1 related
-
Alicia McKnightALICIA MCKNIGHT
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Alison HaganALISON HAGAN
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Allen NapetianALLEN NAPETIAN
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Allison RoseALLISON ROSE
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Amy WiremanAMY WIREMAN
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Anne BakarANNE BAKAR
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Anne ChristieANNE CHRISTIE
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Beth AndersenBETH ANDERSEN
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Bob PowersBOB POWERS
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Bob ReidyBOB REIDY
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Brandon SchneiderBRANDON SCHNEIDER
MEMBER
- Total calculated
- $0
- Hours/week
- 2 + 1 related
-
Brandon ShorensteinBRANDON SHORENSTEIN
MEMBER
- Total calculated
- $0
- Hours/week
- 2 + 1 related
-
Brenda SantoroBRENDA SANTORO
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Caitlin O'NeillCAITLIN O'NEILL
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Carla PetermanCARLA PETERMAN
MEMBER
- Total calculated
- $0
- Hours/week
- 2 + 1 related
-
Carol ChristCAROL CHRIST
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Cathy SandeenCATHY SANDEEN
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Chris CiminoCHRIS CIMINO
MEMBER
- Total calculated
- $0
- Hours/week
- 2 + 1 related
-
Chris FaralliCHRIS FARALLI
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Chris GruwellCHRIS GRUWELL
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Chris TrotierCHRIS TROTIER
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Christine Del RosarioCHRISTINE DEL ROSARIO
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Clifford ChanCLIFFORD CHAN
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Clint ReillyCLINT REILLY
MEMBER
- Total calculated
- $0
- Hours/week
- 2 + 1 related
-
Cynthia Teniente-MatsonCYNTHIA TENIENTE-MATSON
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Danny WanDANNY WAN
MEMBER
- Total calculated
- $0
- Hours/week
- 2 + 1 related
-
Darlene GeeDARLENE GEE
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Dave HopkinsDAVE HOPKINS
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Dave KavalDAVE KAVAL
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
David SternbergDAVID STERNBERG
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
David TuckerDAVID TUCKER
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
David WeissDAVID WEISS
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Dean FealkDEAN FEALK
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Denis MulliganDENIS MULLIGAN
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Dennis HerreraDENNIS HERRERA
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Elaine ForbesELAINE FORBES
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Emily Prieto-TseregounisEMILY PRIETO-TSEREGOUNIS
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Erika Webb-HughesERIKA WEBB-HUGHES
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Evette DavisEVETTE DAVIS
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Fred NaranjoFRED NARANJO
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Gabe MetcalfGABE METCALF
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Gary DillaboughGARY DILLABOUGH
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Gary HallGARY HALL
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
George CleverGEORGE CLEVER
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
George MarcusGEORGE MARCUS
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
George RobertsGEORGE ROBERTS
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Gerard OrozcoGERARD OROZCO
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Greg McWilliamsGREG MCWILLIAMS
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Harshul AsnaniHARSHUL ASNANI
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Henry PereaHENRY PEREA
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Hydra MendozaHYDRA MENDOZA
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Ivar SateroIVAR SATERO
MEMBER
- Total calculated
- $0
- Hours/week
- 2 + 1 related
-
Jack SchwartzJACK SCHWARTZ
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Jacqueline PicciniJACQUELINE PICCINI
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Janet LiangJANET LIANG
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Jarrell CookJARRELL COOK
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Jay HansenJAY HANSEN
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Jay PaxtonJAY PAXTON
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Jed YorkJED YORK
MEMBER
- Total calculated
- $0
- Hours/week
- 2 + 1 related
-
Jeffrey HellerJEFFREY HELLER
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Jennifer HernandezJENNIFER HERNANDEZ
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Jessica FieldsJESSICA FIELDS
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Jill PetersenJILL PETERSEN
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Jim LevineJIM LEVINE
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Jim WallaceJIM WALLACE
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Joe KirchoferJOE KIRCHOFER
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Joe WallaceJOE WALLACE
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
John CohenJOHN COHEN
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
John De LucaJOHN DE LUCA
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
John EddyJOHN EDDY
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
John GingrichJOHN GINGRICH
MEMBER
- Total calculated
- $0
- Hours/week
- 2 + 1 related
-
John WaylandJOHN WAYLAND
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Jordan MossJORDAN MOSS
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Joydeep GangulyJOYDEEP GANGULY
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Juan Sanchez MunozJUAN SANCHEZ MUNOZ
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Julie RottenbergJULIE ROTTENBERG
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Julie SullivanJULIE SULLIVAN
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Justin CooperJUSTIN COOPER
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Kara CarterKARA CARTER
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Kate O'SullivanKATE O'SULLIVAN
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Kausik RajgopalKAUSIK RAJGOPAL
MEMBER
- Total calculated
- $0
- Hours/week
- 2 + 1 related
-
Ken RosenKEN ROSEN
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Kevin BassKEVIN BASS
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Kevin XuKEVIN XU
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Kish RajanKISH RAJAN
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Kunal ModiKUNAL MODI
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Larry BaerLARRY BAER
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Linda RendleLINDA RENDLE
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Liz MinickLIZ MINICK
MEMBER
- Total calculated
- $0
- Hours/week
- 2 + 1 related
-
Lorenzo TrefethenLORENZO TREFETHEN
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Luke KowalskiLUKE KOWALSKI
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Lynn MahoneyLYNN MAHONEY
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Mahesh KharkarMAHESH KHARKAR
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Marc BlakemanMARC BLAKEMAN
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Martha MillerMARTHA MILLER
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Marty KropelnickiMARTY KROPELNICKI
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Mary MurphyMARY MURPHY
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Matt RossieMATT ROSSIE
MEMBER
- Total calculated
- $0
- Hours/week
- 2 + 1 related
-
Matt ScottMATT SCOTT
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Megan SchoettmerMEGAN SCHOETTMER
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Michael CovarrubiasMICHAEL COVARRUBIAS
MEMBER
- Total calculated
- $0
- Hours/week
- 2 + 1 related
-
Michael DonnerMICHAEL DONNER
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Michael DrakeMICHAEL DRAKE
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Michael SeilerMICHAEL SEILER
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Mike GrissoMIKE GRISSO
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Mike ZukermanMIKE ZUKERMAN
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Mitra RogersMITRA ROGERS
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Nader NadershahiNADER NADERSHAHI
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Nick JohnsonNICK JOHNSON
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Otgo ErhemjamtsOTGO ERHEMJAMTS
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Peg McAllisterPEG MCALLISTER
MEMBER
- Total calculated
- $0
- Hours/week
- 2 + 1 related
-
Pete CasillasPETE CASILLAS
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Pete HillanPETE HILLAN
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Peter GruebelePETER GRUEBELE
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Pin NiPIN NI
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Rachel MurphyRACHEL MURPHY
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Ramona PrietoRAMONA PRIETO
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Randy HowderRANDY HOWDER
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Rao UnnavaRAO UNNAVA
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Rich RobbinsRICH ROBBINS
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Richard Lyons PhDRICHARD LYONS PHD
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Richard WalkerRICHARD WALKER
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Rick CallenderRICK CALLENDER
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Rita HolidayRITA HOLIDAY
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Robert FreedROBERT FREED
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Robert NibbiROBERT NIBBI
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Ron ZeffRON ZEFF
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Rudy ReyesRUDY REYES
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Sal ConiglioSAL CONIGLIO
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Sally KaySALLY KAY
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Sam HawgoodSAM HAWGOOD
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Sarah ChavarriaSARAH CHAVARRIA
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Scott WarrenSCOTT WARREN
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Shalonda BaldwinSHALONDA BALDWIN
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Sheryl McKibbenSHERYL MCKIBBEN
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Sheryl ReubenSHERYL REUBEN
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Stephen GaitleySTEPHEN GAITLEY
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Steve O'ConnellSTEVE O'CONNELL
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Steven KirzSTEVEN KIRZ
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Sunil PandyaSUNIL PANDYA
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Tane AbbottTANE ABBOTT
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Tim HoxieTIM HOXIE
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Todd HarrisTODD HARRIS
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Tony MestresTONY MESTRES
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Travis KiyotaTRAVIS KIYOTA
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Vince FletcherVINCE FLETCHER
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Virginia CalkinsVIRGINIA CALKINS
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Warner ThomasWARNER THOMAS
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Yuliya OryolYULIYA ORYOL
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
James WundermanJAMES WUNDERMAN
CEO
- Total calculated
- $841,482
- From this org
- $747,359
- From related orgs
- $0
- Other
- $94,123
- Hours/week
- 40 + 1 related
Schedule J breakdown matched by us
- Base
- $595,102
- Bonus
- $99,757
- Other
- $52,500
- Deferred
- $62,100
- Nontaxable benefits
- $32,023
- Filer's total
- $841,482
-
John GrubbJOHN GRUBB
COO
- Total calculated
- $393,611
- From this org
- $334,749
- From related orgs
- $0
- Other
- $58,862
- Hours/week
- 40 + 1 related
Schedule J breakdown matched by us
- Base
- $298,049
- Bonus
- $36,400
- Other
- $300
- Deferred
- $36,264
- Nontaxable benefits
- $22,598
- Filer's total
- $393,611
-
Julie RoweJULIE ROWE
CFO
- Total calculated
- $267,413
- From this org
- $239,838
- From related orgs
- $0
- Other
- $27,575
- Hours/week
- 40 + 1 related
Schedule J breakdown matched by us
- Base
- $218,058
- Bonus
- $14,875
- Other
- $6,905
- Deferred
- $26,071
- Nontaxable benefits
- $1,504
- Filer's total
- $267,413
-
Raymond Sean RandolphRAYMOND SEAN RANDOLPH
SR. ADVISOR, BAC AND BACEI
- Total calculated
- $297,645
- From this org
- $242,848
- From related orgs
- $0
- Other
- $54,797
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $226,908
- Bonus
- $13,000
- Other
- $2,940
- Deferred
- $27,813
- Nontaxable benefits
- $26,984
- Filer's total
- $297,645
-
Kristen VernonKRISTEN VERNON
CHIEF MEMBERSHIP & DEV. OF
- Total calculated
- $275,418
- From this org
- $210,996
- From related orgs
- $0
- Other
- $64,422
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $190,696
- Bonus
- $20,000
- Other
- $300
- Deferred
- $25,951
- Nontaxable benefits
- $38,471
- Filer's total
- $275,418
-
Jeff BellisarioJEFF BELLISARIO
EXECUTIVE DIRECTOR, BACEI
- Total calculated
- $269,654
- From this org
- $228,917
- From related orgs
- $0
- Other
- $40,737
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $212,377
- Bonus
- $15,000
- Other
- $1,540
- Deferred
- $25,951
- Nontaxable benefits
- $14,786
- Filer's total
- $269,654
-
Matt ReganMATT REGAN
SVP, PUBLIC POLICY
- Total calculated
- $259,141
- From this org
- $234,317
- From related orgs
- $0
- Other
- $24,824
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $205,053
- Bonus
- $24,400
- Other
- $4,864
- Deferred
- $24,352
- Nontaxable benefits
- $472
- Filer's total
- $259,141
-
Rufus JeffrisRUFUS JEFFRIS
SVP, COMMUNICATIONS & MAJO
- Total calculated
- $241,678
- From this org
- $199,536
- From related orgs
- $0
- Other
- $42,142
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $183,736
- Bonus
- $15,500
- Other
- $300
- Deferred
- $22,438
- Nontaxable benefits
- $19,704
- Filer's total
- $241,678
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Form 990 of other organizations
- 3 · Written employment contract
- 3 · Approval by the board or compensation committee
- 4b · Supplemental nonqualified retirement plan
- 5a · Pay contingent on this organization's revenues
- 7 · Other non-fixed payments
Answered no
- 4a · Severance or change-of-control payment
- 4c · Equity-based compensation arrangement
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 4B
- THE CEO PARTICIPATED IN A SECTION 457(F) DEFERRED COMPENSATION PLAN AND ACCRUED THE AMOUNT OF $22,500. HE WILL NOT BE VESTED IN THE PLAN UNTIL 2024.
- PART I, LINE 5
- ONE OF THE HIGHLY COMPENSATED EMPLOYEES IS PAID COMMISSION ON NEW MEMBERSHIPS. THIS IS INCLUDED IN TAXABLE WAGES.
- PART I, LINE 7
- SOME OFFICERS AND EMPLOYEES RECEIVED A BONUS BASED ON PERFORMANCE AS APPROVED BY BOARD OF DIRECTORS. THESE AMOUNTS ARE INCLUDED IN THE W-2'S.
- SCHEDULE J - EXPENSE REPORTING:
- THE BAY AREA COUNCIL HAS A WRITTEN POLICY REGARDING EXPENSE REPORT SUBMISSION AND REIMBURSEMENT POLICY. NONE OF THE QUESTIONS IDENTIFIED IN 1.A ABOVE APPLY TO THE COUNCIL. ALL EXPENSES MUST BE SUPPORTED BY EVIDENCE OF THE TYPE OF EXPENSE, BUSINESS PURPOSE AND RECEIPTS. BUSINESS TRIP TRAVEL REQUIRING OVERNIGHT STAYS REQUIRE PRE-APPROVAL. THE BAY AREA COUNCIL COMPENSATION POLICIES AND PROCEDURES FOR DETERMINING COMPENSATION ARE OUTLINED IN OUR EMPLOYEE POLICY MANUAL. EVALUATIONS AND APPROVALS ARE SECURED FOR ALL STAFF MEMBERS INCLUDING THE CEO AND OTHER OFFICERS. APPROVAL IS REQUIRED. REGARDING BAC EMPLOYER CONTRIBUTION FOR HEALTH BENEFITS. BAC PROVIDES UNIFORM EMPLOYER CONTRIBUTIONS FOR THOSE INDIVIDUALS ELECTING VARIOUS HEALTH BENEFIT COVERAGE. THE EMPLOYER BENEFIT MAY VARY BETWEEN EMPLOYEES BECAUSE THE EMPLOYER CONTRIBUTION IS DEPENDING UPON WHETHER AN EMPLOYEE ELECTS ONLY FOR HIM OR HERSELF; FOR HIM/OR HER PLUS SPOUSE; OR FULL FAMILY COVERAGE. OTHERS MAY WAIVE BENEFITS BECAUSE THEY ARE COVERED ELSEWHERE IN WHICH CASE THE EMPLOYER CONTRIBUTION IS LESS THAN WHAT BAC PROVIDES OR IS ZERO IF COVERAGES ARE FULLY WAIVED.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(C)(3) · CHARITABLE FOUNDATION · CA · controlled entity
Directly controlled by BAY AREA COUNCIL
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Disregarded entities
Part I: entities that legally are the filer and file no return of their own.
-
BAY AREA COUNCIL LLC
PASS THROUGH ORGANIZATION FOR CHINA WFOE - TO FURTHER GLOBAL INITIATIVES · CA · income $0 · assets $3,651,155
Directly controlled by BAY AREA COUNCIL
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 12 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202403189349305265
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