Bay Planning Coalition FY2022 filing

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Working through a broad coalition, to advocate for sustainable commerce, industry, infrastructure, recreation and the natural environment connected to the San Francisco Bay and its watershed.

501(c)(4) social-welfare organization; gifts are not tax-deductible as charitable contributions.
19¢ of each $1 spent went to programs.
$235K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

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FY2022 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(4)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
No
Donations are not tax-deductible
Worth a look: the IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
1 of 5
filings with a surplus
Average deficit $28K a year · 5% of revenue · last 5 filings
Concern: a surplus in 1 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
19%
of spending
Concern: 19% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$235K
to officers and key staff · 38% of spending
Concern: pay to officers and key staff is 38% of spending; over 30%.
Pt VII · Sec A
2 mo
of spending, in cash
Fine: 2.5 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$87K
30% of total assets
Looks good: liabilities are 30% of assets; 50% or less.
Pt X · Ln 26
Independent board members
41
of 41 voting members
Looks good: 41 of 41 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$622K
+10% vs prior year
Spent
$624K
To programs
19%
Net assets
$206K
By yearFY2020–FY2024
Revenue
$622K
FY2022▲ +10%
Tap a bar for its year
Revenue by fiscal year
FY2020$684K
FY2021$566K
FY2022$622K
FY2023$590K
FY2024$476K
Expenses
$624K
FY2022▼ -8%
Tap a bar for its year
Expenses by fiscal year
FY2020$681K
FY2021$679K
FY2022$624K
FY2023$595K
FY2024$498K
Net assets
$206K
FY2022▲ +146%
Tap a bar for its year
Net assets by fiscal year
FY2020$197K
FY2021$84K
FY2022$206K
FY2023$201K
FY2024$178K

From the FY2022 Form 990 · see the original

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You’re viewing the FY2022 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jul 1988.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

19 cents of each dollar spent went to programs.

Program services 19% · $118K Management & general 81% · $507K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

42 people listed on the 990; $235K paid to officers and key staff.

Part VII, Section A · reportable compensation
$235,000Pt VII · Sec A
Vice President
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
President
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Director
$0Pt VII · Sec A

Compensation history total reportable pay by year · 3 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
John Coleman$131,006$235,000$235,000$235,000$235,000
Cameron Carr$126,899$73,543———
Laura E Tam$34,327————

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Advocates for sustainable commerce, industry, infrastructure, recreation, and the environment around the San Francisco Bay.

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Provided by the organization

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3 programs · $99K · in their own filed words · FY2022
01

Spring Summit

This annual event convenes experts and industry leaders to discuss topics of regional significance in order to educate stakeholders, encourage collaboration, and promote the sound development of policies and regulations.

$47Kprogram expense
02

Workshops

Organize and facilitate events featuring key stakeholders to educate the region and our members on topics related to Greater San Francisco Bay Areas economic viability and environment. Primary focus areas include: air quality, climate resilience, dredging & beneficial reuse, sustainable resource management, transportation, and other…

$29Kprogram expense
03

Briefings

- Dredging education and management. - Educational conferences.- Environmental conflict resolution.- Ensuring balanced planning and permitting in the Bay Area.- Planning for air (diesel particulate and greenhouse gas) emissions.- Monitoring fishery activities.- Wetland restoration.- Review and discussion of trade revenue, importance, and…

$23Kprogram expense

By the numbers

The FY2022 990, line by line.

1The main four
Money inPt VIII
$622K
Ln 12
Fees for servicesLn 2g$620K
Investment incomeLn 3$2K
Money outPt IX
$624K
Ln 25
Programscol B$118K
Managementcol C$507K
Owns and owesPt X
$206K
net assets · Ln 32
Cash and savingsLn 1–2$128K
Total assetsLn 16$293K
LiabilitiesLn 26$87K
PeoplePt VI, VII
42
listed · VII A
PaidVII A1
Voting boardVI 1a41
IndependentVI 1b41
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$620K
Investment incomeLn 3$2K
Gains on assetsLn 7$0
Total revenueLn 12$622K
Assets in detailPt X, end of year
CashLn 1$116K
SavingsLn 2$13K
Cash and savings togetherLn 1–2$128K
InvestmentsLn 11–13$11K
Land, buildings, equipmentLn 10c$0
Other assetsLn 15$133K
Total assetsLn 16$293K
LiabilitiesLn 26$87K
Net assetsLn 32$206K
OperationsPt I, VI
EmployeesI 55
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY22End FY22
Cash and savingsLn 1–2$63K$128K
InvestmentsLn 11–13$11K$11K
Land, buildings, equipmentLn 10c$0
Total assetsLn 16$90K$293K
LiabilitiesLn 26$6K$87K
Net assetsLn 32$84K$206K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$250K$250K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$145K$112K$32K
Pension plan contributionsLn 8$17K$17K
Other employee benefitsLn 9$13K$13K
Payroll taxesLn 10$25K$25K
Management feesLn 11a$0
Legal feesLn 11b$0
Accounting feesLn 11c$10K$10K
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$46K$46K
Advertising and promotionLn 12$0
Office expensesLn 13$3$3
Information technologyLn 14$0
RoyaltiesLn 15$0
OccupancyLn 16$71K$71K
TravelLn 17$3K$3K
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$9K$3K$6K
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$0
InsuranceLn 23$7K$7K
Other expenses (24a–d)Ln 24$21K$2K$19K
All other expensesLn 24e$7K$515$7K
Total functional expensesLn 25$624K$118K$507K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $476K$498K−$22K$178K 990 PDF
FY2023 $590K$595K−$5K$201K 990 PDF
FY2022 Viewing $622K$624K−$2K$206K 990 PDF
FY2021 $566K$679K−$113K$84K 990 PDF
FY2020 $684K$681K$4K$197K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support J · Pay O · Explanations
See the full FY2022 990 (6 parts)
Part I · Summary $621,939 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $77,072$0
I-9 Program service revenuePrior year $488,931$619,931
I-10 Investment incomePrior year $10$2,008
I-11 Other revenue$0
I-12 Total revenuePrior year $566,013$621,939
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $551,241$449,506
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $127,655$174,808
I-18 Total expensesPrior year $678,896$624,314
I-19 Revenue less expensesPrior year −$112,883−$2,375
Part VI · Governance 41 of 41 board members independent, 2 to look at
VI-1a Voting members of the governing body41
VI-1b Independent voting members41
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $621,939 across 8 lines filed
VIII-1h Total contributions, gifts and grants$0
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $619,931$619,931
VIII-3 Investment incomeRelated to mission $2,008$2,008
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assets$0
VIII-8 Net income from fundraising events$0
VIII-12 Total revenueRelated to mission $621,939$621,939
Part IX · Statement of functional expenses $624,314 across 31 lines filed
IX-1 Grants to domestic organizations$0
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staffManagement $250,000$250,000
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $112,144 · Management $32,371$144,515
IX-8 Pension plan contributionsManagement $17,069$17,069
IX-9 Other employee benefitsManagement $12,854$12,854
IX-10 Payroll taxesManagement $25,068$25,068
IX-11a Management fees$0
IX-11b Legal fees$0
IX-11c Accounting feesManagement $9,826$9,826
IX-11d Lobbying fees$0
IX-11f Investment management fees$0
IX-11g Other fees for servicesManagement $45,872$45,872
IX-12 Advertising and promotion$0
IX-13 Office expensesManagement $3$3
IX-14 Information technology$0
IX-15 Royalties$0
IX-16 OccupancyManagement $71,150$71,150
IX-17 TravelManagement $3,043$3,043
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetingsPrograms $3,284 · Management $5,990$9,274
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortization$0
IX-23 InsuranceManagement $7,432$7,432
IX-24 Other expenses (24a–d)Programs $1,693 · Management $19,179$20,872
IX-24e All other expensesPrograms $515 · Management $6,821$7,336
IX-25 Total functional expensesPrograms $117,636 · Management $506,678 · Fundraising $0$624,314
Part X · Balance sheet $293,314 assets, 18 lines filed
X-1 Cash, non-interest-bearingStart of year $16,160$115,614
X-2 Savings and temporary cash investmentsStart of year $46,397$12,536
X-3 Pledges and grants receivable$0
X-4 Accounts receivableStart of year $12,395$20,550
X-8 Inventories for sale or use$0
X-9 Prepaid expenses and deferred charges$0
X-10c Land, buildings and equipment, net$0
X-11 Publicly traded securities$0
X-12 Other securitiesStart of year $11,137$11,145
X-13 Program-related investments$0
X-14 Intangible assets$0
X-15 Other assetsStart of year $3,500$133,469
X-16 Total assetsStart of year $89,589$293,314
X-17 Accounts payable and accrued expensesStart of year $3,104$17,595
X-25 Other liabilitiesStart of year $2,559$69,619
X-26 Total liabilitiesStart of year $5,663$87,214
X-32 Total net assets or fund balancesStart of year $83,926$206,100
X-33 Total liabilities and net assetsStart of year $89,589$293,314
Part XI · Reconciliation of net assets $206,100 net assets at year end
XI-1 Total revenue$621,939
XI-2 Total expenses$624,314
XI-3 Revenue less expenses−$2,375
XI-4 Net assets at start of year$83,926
XI-8 Prior period adjustments$315
XI-9 Other changes in net assets$124,234
XI-10 Net assets at end of year$206,100

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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