2025-11-17T10:37:12-06:00 2024-12-31 946214841 ARMANINO ADVISORY LLC 2700 CAMINO RAMON STE 350 SAN RAMON CA 945835004 990 2024-01-01 201826827 BAY AREA COUNCIL FOUNDATION BAYA 4159816600 101A CLAY STREET PMB 161 SAN FRANCISCO CA 94111 AARON HAMMON CFO 4159816600 2025-11-17 1 1 MATTHEW PETROSKI P00853132 9257902600 2025-11-16 2024 2025-03-06 01:10:19Z X AARON HAMMON 101A CLAY STREET PMB 161 SAN FRANCISCO CA 94111 3775703 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. 40 40 0 40 291665 0 3612267 2079935 617567 1404103 198 0 527517 291665 4757549 3775703 1284094 769502 0 0 1207298 1323538 0 0 270257 4589006 3757066 7080398 5850106 -2322849 -2074403 45976245 46809078 36776536 40195062 9199709 6614016 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 2884820 1404103 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. 810831 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. 769502 769502 CALIFORNIA RESILIENCE PROGRAM - THE CALIFORNIA RESILIENCE CHALLENGE IS A STATEWIDE INITIATIVE TO SUPPORT INNOVATIVE CLIMATE ADAPTATION PLANNING. THE PROGRAM PROVIDES GRANTS UP TO $200,000 TO STRENGTHEN LOCAL RESILIENCE TO CLIMATE-RELATED THREATS SUCH AS WILDFIRE, DROUGHT, FLOOD, AND EXTREME HEAT EVENTS. THE INITIATIVE IS DESIGNED TO CREATE SCALABLE PLANS AND INFRASTRUCTURE TO MEET THE IMMEDIATE AND LONG-TERM CLIMATE ADAPTATION NEEDS OF COMMUNITIES ACROSS THE STATE. 4465153 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 21 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 40 40 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 CA X AARON HAMMON CFO 4159816600 101A CLAY ST PMB 161 SAN FRANCISCO CA 94111 ALEXANDER MEHRAN SR MEMBER 1.00 1.00 X 0 0 0 ALICIA MCKNIGHT MEMBER 1.00 1.00 X 0 0 0 ALLISON ROSE MEMBER 1.00 1.00 X 0 0 0 ANNE BAKAR MEMBER 1.00 1.00 X 0 0 0 BRANDON SCHNEIDER MEMBER 1.00 1.00 X 0 0 0 BRANDON SHORENSTEIN MEMBER 1.00 1.00 X 0 0 0 CARLA PETERMAN MEMBER 1.00 1.00 X 0 0 0 CARRIE OWEN PLIETZ MEMBER 1.00 1.00 X 0 0 0 CHRIS CIMINO MEMBER 1.00 1.00 X 0 0 0 CHRISTINE DEL ROSARIO MEMBER 1.00 1.00 X 0 0 0 CHRISTOPHER RIVIELLE SECRETARY 1.00 1.00 X X 0 0 0 CLINTON REILLY MEMBER 1.00 1.00 X 0 0 0 FERGUS O'SHEA MEMBER 1.00 1.00 X 0 0 0 GARY HALL MEMBER 1.00 1.00 X 0 0 0 GRACE DAVIS MEMBER 1.00 1.00 X 0 0 0 GREG MCWILLIAMS MEMBER 1.00 1.00 X 0 0 0 JAKE BERLINER MEMBER 1.00 1.00 X 0 0 0 JED YORK MEMBER 1.00 1.00 X 0 0 0 JENNIFER HERNANDEZ MEMBER 1.00 1.00 X 0 0 0 JOHN GINGRICH MEMBER 1.00 1.00 X 0 0 0 JULIE ROTTENBERG MEMBER 1.00 1.00 X 0 0 0 KAUSIK RAJGOPAL MEMBER 1.00 1.00 X 0 0 0 KEVIN XU MEMBER 1.00 1.00 X 0 0 0 KRISTI MCKENNEY MEMBER 1.00 1.00 X 0 0 0 KRISTINA LAWSON CHAIR 1.00 1.00 X X 0 0 0 LAURENCE BAER MEMBER 1.00 1.00 X 0 0 0 LINDA RENDLE MEMBER 1.00 1.00 X 0 0 0 LIZ MINICK MEMBER 1.00 1.00 X 0 0 0 MARTIN KROPELNICKI MEMBER 1.00 1.00 X 0 0 0 MICHAEL COVARRUBIAS MEMBER 1.00 1.00 X 0 0 0 MIKE NAKORNKHET MEMBER 1.00 1.00 X 0 0 0 MIKE ZUKERMAN MEMBER 1.00 1.00 X 0 0 0 PAPIA GAMBELIN MEMBER 1.00 1.00 X 0 0 0 PEG MCALLISTER MEMBER 1.00 1.00 X 0 0 0 PHILLIP MAZZIE TREASURER 1.00 1.00 X X 0 0 0 RICHARD LYONS PHD MEMBER 1.00 1.00 X 0 0 0 SALVATORE CONIGLIO MEMBER 1.00 1.00 X 0 0 0 SAMUEL HAWGOOD MEMBER 1.00 1.00 X 0 0 0 SUNIL PANDYA MEMBER 1.00 1.00 X 0 0 0 TONY MESTRES MEMBER 1.00 1.00 X 0 0 0 JAMES WUNDERMAN CEO 1.00 40.00 X 0 909044 141406 JOHN GRUBB COO 1.00 40.00 X 0 396085 73090 JULIE ROWE CFO 1.00 40.00 X 0 373349 30090 0 1678478 244586 0 0 1 0 0 300000 1779935 2079935 ECON. INST. RESEARCH 900099 1387603 1387603 OTHER REVENUE 900009 16500 16500 1404103 291665 0 291665 291665 291665 3775703 1404103 291665 0 769502 769502 1046878 863997 87885 94996 111082 64650 32880 13552 99193 57730 29361 12102 66385 38636 19650 8099 1749 1749 264546 264546 136253 94643 39378 2232 96088 90445 5643 423498 296872 107569 19057 27117 25192 1925 835804 585899 212294 37611 1601415 1122592 406759 72064 234301 164245 59512 10544 EVENTS/DELEGATIONS/MTG 104765 26204 78561 TAXES AND LICENSES 31530 31530 5850106 4465153 1114696 270257 2500958 1501356 3899241 3635768 529309 373305 138777 35449 21801340 3402560 19624676 18398780 19283284 22864420 45976245 46809078 1183977 1231463 0 10000 10708373 10046401 24884186 28907198 36776536 40195062 X 2431111 969437 6768598 5644579 9199709 6614016 45976245 46809078 X -2074403 370978 -882268 X 0 1 X 1 0 X 3643174 6739120 7839535 3612267 2096435 23930531 3643174 6739120 7839535 3612267 2096435 23930531 4913057 19017474 23930531 5134607 0.79470 0.77650 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 19029065 2801881 16227184 2772275 600679 2171596 18398780 DUE FROM RELATED ORGANIZATIONS 19240588 OPERATING LEASE RIGHT-OF-USE ASSETS 3623832 22864420 DUE TO RELATED ORGANIZATIONS 25168211 LEASE LIABILITY 3738987 28907198 X PART X, LINE 2: BAY AREA COUNCIL FOUNDATION IS EXEMPT FROM TAXATION UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). THERE WERE NO FEDERAL OR STATE TAX LIABILITIES DUE FOR THE YEAR ENDED DECEMBER 31, 2024. 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 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 AGROECOLOGY COMMONS PO BOX 3406 OAKLAND CA 94609 942524840 501(C)(3) 100000 0 GRANT AWARD FOR CALIFORNIA RESILIENCE CLIMATE RESOLVE 525 S HEWITT STREET LOS ANGELES CA 90013 464736278 501(C)(3) 120500 0 GRANT AWARD FOR CALIFORNIA RESILIENCE INTERNATIONAL MEDICAL CORPS 12400 WILSHIRE BOULEVARD STE 1500 LOS ANGELES CA 90025 953949646 501(C)(3) 115500 0 GRANT AWARD FOR CALIFORNIA RESILIENCE THE STUDENT CONSERVATION ASSOCIATION 689 RIVER ROAD CHARLESTOWN NH 03503 910880684 501(C)(3) 95002 0 GRANT AWARD FOR CALIFORNIA RESILIENCE TZICATL COMMUNITY DEVELOPMENT CORP 4736 HUNTINGTON DR S LOS ANGELES CA 90032 043669252 501(C)(3) 195500 0 GRANT AWARD FOR CALIFORNIA RESILIENCE REGENERATIVE FOREST SOLUTIONS (FISCAL SPONSOR INQUIRING SYSTEMS INC) 887 SONOMA AVE 23 SANTA ROSA CA 95404 942524840 501(C)(3) 115500 0 GRANT AWARD FOR CALIFORNIA RESILIENCE NEW CALIFORNIA COALITION FOUNDATION 393 7TH AVENUE STE 301 SAN FRANCISCO CA 94118 873126487 501(C)(3) 20000 0 GRANT AWARD FOR CALIFORNIA RESILIENCE 7 0 PART I, LINE 2: THE ORGANIZATION ESTABLISHES AN ADVISORY COMMITTEE WHICH, WITH STAFF, THOROUGHLY VETS GRANT APPLICANTS USING A QUANTITATIVE SCORING SYSTEM. THE ADVISORY COMMITTEE THEN PRESENTS A RECOMMENDED SLATE OF GRANTEES TO A STEERING COMMITTEE, WHICH VOTES TO APPROVE THE FINAL GRANTEES. THE ORGANIZATION TYPICALLY DOES GRANTS DISBURSEMENT IN ONE INSTALLMENT (FOR GRANTS BELOW $100,00) AND TWO INSTALLMENTS FOR GRANTS ABOVE $100,000. IN THE EVENT THE GRANTS ARE IN TWO INSTALLMENTS, THE GRANTEE MUST PROVIDE INTERIM REPORTS ON HOW FUNDS WERE USED AND THE IMPACT OF THE FIRST INSTALLMENT TO DEMONSTRATE INTENDED USE OF THE GRANTS. ONCE REVIEWED AND APPROVED BY STAFF, THE 2ND INSTALLMENT OF THE GRANT IS UNLOCKED AND RELEASED. GRANTEES RELEASE A FINAL REPORT AT THE END OF THE GRANT TERM. 1 0 0 0 0 0 0 0 0 JAMES WUNDERMAN CEO 0 668391 0 228353 0 12300 0 41400 0 100006 0 1050450 0 0 JOHN GRUBB COO 0 308025 0 85600 0 2460 0 37111 0 35979 0 469175 0 0 JULIE ROWE CFO 0 161164 0 109725 0 102460 0 27424 0 2666 0 403439 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 4A JULIE ROWE RECEIVED A $100,000 SEVERANCE PAYMENT IN 2024 FROM A RELATED ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B OUR TAX RETURN IS REVIEWED AND PREPARED BY AN OUTSIDE ACCOUNTING FIRM. THE PROGRAM ELEMENTS ARE PREPARED BY SENIOR MANAGEMENT, INCLUDING 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 THE 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 XI, LINE 9: NET ASSET TRANSFER -882,268. 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 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0