Bay Planning Coalition
Nonprofit profile at a glance
- EIN
- 942882181
- IRS 990 coverage
- 2013–2024
- Forms available
- Form 990 2024
- Location
- Lafayette, CA, USA
- Phone
- 5107688310
- Rating
- 54
- Verdict
- MIXED
- Rating confidence
- Moderate
Reported finances
- Revenue
- $475,693
- Expenses
- $498,004
- Assets
- $185,259
- Liabilities
- $6,822
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
42 people listed
Executive titles in this filing
- JOHN COLEMAN (CEO)
- LAURA E TAM (CEO)
- ANE DEISTER (President)
- ANJU WICKE (Vice President)
Highest reported compensation
- JOHN COLEMAN (CEO): $138,866 total reported compensation
- CAMERON CARR (COO): $133,244 total reported compensation
- LAURA E TAM (CEO): $35,640 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
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.
What it reported doing in 2024
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 impact to state and local government.
Operating model
- Revenue model
- Earned-program. 100% of the money available for current operations came from fees and other program revenue.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
MIXED - The filed numbers largely add up and most voting board members are independent. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.
Rating breakdown
- Financial Efficiency: 28
- Transparency & Controls: 77
- Accountability: 82
- Sustainability: 24
- Growth: 40
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 31.5%; rating input score 32
- Program expense ratio: 30.2%; rating input score 30
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 64th percentile among comparable filings
- Pay-setting controls: 3 of 6 controls in place; rating input score 50
- Compensation committee: Pass
- Independent consultant: Missing
- Other Form 990s reviewed: Missing
- Written employment contract: Pass
- Compensation survey or study: Missing
- Board or committee approval: Pass
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Limited
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
- Governance controls: 5 of 9 controls in place; rating input score 56
- Conflict-of-interest policy: Pass
- Whistleblower policy: Fail
- Document-retention policy: Fail
- CEO compensation review process: Pass
- Other executive compensation review process: Pass
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Missing
- Independent financial-statement audit: Fail
Sustainability
- Operating margin: -4.7%; rating input score 30; 30th percentile among comparable filings
- Total-asset coverage ratio: 0.37; rating input score 19; 19th percentile among comparable filings
- Liabilities to assets ratio: 0.04; rating input score 35; 35th percentile among comparable filings
- Officer compensation ratio: 61.8%; rating input score 2; 2nd percentile among comparable filings
Growth
- Program expense growth: -6.9% per year; rating input score 0; 14th percentile among comparable filings
- Revenue growth: 0.5% per year; rating input score 100; 26th percentile among comparable filings
- Asset growth: -6.4% per year; rating input score 0; 9th percentile among comparable filings
Details
- Where the money goes: 31.5% of revenue deployed · 30.2% of spending went to programs
- Governance: 39 of 39 board members independent · 5 of 9 filing controls reported
- Programs: 4 filed program accomplishments · $150K in reported program spending
- Leadership: top reported pay $139K · 42 people listed · 3 of 6 pay-setting controls reported
- Consistency: 24 of 24 current checks pass
- Schedules: 4 filed schedules · includes executive pay
- Filing history: 10 filing years from 2013 to 2024
- Contacts: How to reach this organization
- Money network: 3 filed money-flow records
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
- Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Moderate — Financial Efficiency: Mission deployment rate scored 32/100.
- Moderate — Financial Efficiency: Program expense ratio scored 30/100.
- Review — Accountability: Governance controls: 3 of 8 not reported.
- High — Growth: Program expense growth scored 0/100.
- Moderate — Sustainability: Operating margin scored 30/100.
- High — Sustainability: Total-asset coverage ratio scored 19/100.
- High — Growth: Asset growth scored 0/100.
- High — Sustainability: Officer compensation ratio scored 2/100.
- Moderate — Sustainability: Liabilities to assets ratio scored 35/100.