ANNUAL REPORT 2011

Our MissionTransForm works to create world-class public transportation and walkable communities in the Bay Area and beyond.

We build diverse coalitions, influence policy, and develop innovative programs to improve the lives of all people and protect the environment.

Board of DirectorsCorinne Winter, Chair • Andy Thornley, Immediate Past Chair • Bob Allen, Treasurer • Rocky Birdsey • Amanda Brown-Stevens • Mike Daley • Barnali Ghosh • Jennifer Jeffers • Sarah Karlinsky • Yoriko Kishimoto • Rubén Lizardo • Richard Raya • Brian Raymond • Emily Rusch • Evelyn Stivers • Rick Theis

Advisory CouncilElizabeth Deakin, University of California, Berkeley and University of California Transportation Center • Philip Erickson, Community Design + Architecture • Deb Hubsmith, Safe Routes to School National Part-nership • Doug Linney, The Next Generation • Jeremy Nelson, Nelson\Nygaard • Victor Rubin, PolicyLink • Sharon Sprowls, Housing California

Contact UsOakland – Main Office436 14th St., Oakland, CA 94612 510.740.3150

Sacramento 717 K Street, Suite 330, Sacramento, CA 95814916.441.0204

San Jose 48 South 7th Street, Suite 102, San Jose, CA 95112408.406.8074

TransForm is a 501(c)(3) nonprofit organization. Our federal tax identification number is 72-1521579.

www.TransFormCA.org

Five Ways to Connect with TransForm

1. Like us on Facebook.

2. Follow us on Twitter.

3. Take action.

4. Request our e-newsletter.

5. Read our blog.

All photos in this report were taken by TransForm’s fabulous volunteer photographer, Brandon Matthews. Graphic Design: KimberlySchwede.com

Innovative Local Models• An evaluation of the first five GreenTRIP-certified develop-ments showed that together these developments will provide the equivalent of 80,000 years of free transit passes and 24,000 years of carshare memberships to residents. Residents are also project-ed to drive 42-70% less than the regional average! These certified developments, from San Jose to Berkeley, set a high standard in reducing parking, creating more affordable homes, plus offering incentives for new tenants to drive less and own fewer vehicles.

• The revolution in public transportation gained momentum in Silicon Valley as a huge number of residents and local groups co-alesced to demand high-quality Bus Rapid Transit with bus-only lanes and pedestrian improvements along the Valley’s busiest transit corridors. Once Bus Rapid Transit plans are approved and brought to life in the next few years, they will showcase what’s possible: fast, reliable, frequent transit service plus a better expe-rience for riders – all at an incredible value.

• TransForm and our wonderful partners in the Great Com-munities Collaborative successfully initiated the pioneering Bay Area Transit-Oriented Affordable Housing Fund. This $50 million revolving loan fund makes flexible loans so that affordable housing developers are not priced out of transit-rich areas. One of the first projects the loan fund financed is a green, affordable, mixed-use senior housing development in San Jose that will offer free transit passes to all residents.

• Also as part of our work with the Great Communities Col-laborative, TransForm did intensive multilingual outreach to East Oakland residents so they could weigh in on major decisions being made about the future International Boulevard Bus Rapid Transit corridor. After years of working in this area, we were es-pecially proud when the California Chapter of the American Plan-ning Association gave these outreach efforts their 2011 Grass-roots Initiative Award.

• We expanded the urban-focused, model Alameda County Safe Routes to Schools Partnership to all public elementary and mid-dle schools in Alameda County. We also started pilot programs at four high schools to get more teens walking, biking, taking public transportation, and carpooling. Plus, our incredible Safe Routes staff provided support to newer programs in San Francisco, Con-tra Costa, Sonoma, San Mateo, and Santa Clara counties!

• In November 2012, Alameda County will likely vote on a bal-lot measure that would raise nearly $8 billion for transportation. But how that money would be spent? We worked with a range of partners to push for the expenditure plan to focus on the most urgent needs: fixing and improving public transportation, local streets, and bike/ped infrastructure. The final plan was sig-nificantly improved.

HIGHLIGHTS FROM 2011

http://www.transformca.org/files/impacts_gtcertproj_jan2012_8.5x11.pdfhttp://www.transformca.org/files/impacts_gtcertproj_jan2012_8.5x11.pdfhttp://www.greatcommunities.org/http://www.greatcommunities.org/http://bayareatod.com/http://transformca.org/sr2shttp://transformca.org/sr2s

Smarter Regional Policy and Plans• Thanks to a huge outcry led by our close partners at Friends of Caltrain and with support from TransForm’s South Bay office, regional leaders pieced together several sources to keep Caltrain running with all 86 trains and no station closures for the next fiscal year.

• Right now, the Bay Area’s $6.4 billion express lane project would add highway lanes but has no commitment to expanding public transportation or vanpooling, nor does it address impacts on low-income people or the climate. We kicked off our cam-paign to change that with analysis proving the plan’s shortcomings and getting the message out to the media.

• In the Bay Area and working closely with Greenbelt Alliance, we brought together an incredibly diverse range of organizations to develop a detailed, shared platform on the projects and policies we want to see in the Sustainable Communities Strategy when it is adopted in 2013. This platform has served as the centerpiece of our advocacy and organizing efforts – and many health and eq-uity pieces were incorporated into early versions of the Strategy.

• We worked intensively with San Diego advocates to help them craft a series of recommendations for their Sustainable Communi-ties Strategy. They won $700 million to improve bike/ped safety near public transportation and a bold new commitment to transit-orient-ed development (two ideas exported straight from the Bay Area)!

• We also spurred transformative regional planning in Southern California and the Central Valley through the incredible work of ClimatePlan, a coalition of environmental, social justice, and public health organizations from across California united in changing how the state plans for future growth. TransForm co-founded, fiscally sponsors, and provides programmatic support for ClimatePlan.

In 2011, ClimatePlan spearheaded regional coalitions in Southern California and the San Joaquin Valley to shape their respective Sustainable Communities Strategies. Southern California’s plan, adopted in April 2012, presents a new vision for the Southland that marks a departure from its legacy of sprawl and freeways by investing in the most ambitious plan for expanding public trans-portation in the nation while strongly directing new growth to those areas. Planning in the San Joaquin Valley is still in process and will be finalized in 2013.

http://www.greencaltrain.com/friends-of-caltrain/http://www.greencaltrain.com/friends-of-caltrain/http://blog.transformca.org/post/11447268053/mtc-express-lanes-flawed-plan-needs-public-planning?a6fca0b8http://www.transformca.org/advocacy/rtp-scshttp://climateplan.org/

State and Federal Transportation Reform

• We were thrilled that despite California’s dire budget situation, there were no cuts to public transportation in the state budget for the first time in many years. And our presence and influence in the halls of the State Capitol continues to grow!

• We launched a statewide Invest in Transit campaign that quickly grew to include over 30 partners – from business groups to so-cial equity organizations – united to win reforms and more fund-ing for transportation choices across California.

• In January we celebrated the U.S. Congress extending a tax benefit doubling the amount employees can deduct from their paychecks (before taxes) to apply towards public transportation commuting costs. Public transportation commuters saved up to $1,000 over the course of 2011 as a result.

• After a year of intense pressure led in great part by our Transportation For America coordinator, we were proud when at the end of the year Senator Boxer released a strong draft federal transportation bill that protects funds for public transportation, biking, and walking – plus includes a new policy that will ensure roads are built for all users, not just cars.

Strengthening TransForm

• In December, TransForm welcomed fantastic new Board lead-ership representing a diverse range of issues and expertise: Bar-nali Ghosh, Jennifer Jeffers, Yoriko Kishimoto, Brian Raymond, and Rick Theis. The passion of these individuals for TransForm’s mis-sion was palpable at their first Board meeting and we couldn’t be more excited for the ways they’ll boost our program work, governance, and fundraising in 2012.

• The Advocates’ Fund continued to grow thanks to many gen-erous individuals listed in this annual report. Members of the Advocates’ Fund Leadership Circle stepped up with an extra level of commitment at the $1,000+ level. The Advocates’ Fund was established in 2010 so that TransForm has the flexibility and re-sources to respond to and win on urgent advocacy opportunities.

“When we have good options for public transportation, walking, and biking, nothing’s off limits for those of us who can’t afford to own a car, don’t drive, or choose not to drive.” – Jocelyn Wicker

http://investintransit.org/http://t4america.org/

Graham BrownsteinPhil Morton & Paula BuelDavid BurchSteve & Robin CavagnoloHarvey & Phyllis CeaserNithya Chandra & Ramkumar SridharanRichard CoffinMike DaleyMichael Krueger & Susan DeckerMark DempseyJoe DiStefanoGladwyn d’SouzaMike FerroWendy FieringCalvin Fong & Victoria Laurel-FongSteve GellerLauren GirardinHowdy GoudeyMichael GregoryJordan HarrisonMiriam HawleyDr. Hannelore JarauschSarah KarlinskyLaura Keegan BoudreauBruce & Cathryn KibbyBrooke KuhnMr. Joseph LaClairPhyllis LevyNancy & Richard LindseyDavid LoebJennifer & Michael McDougallTheresa NelsonMatthew NicholsShanna O’HareJason PattonDr. Jonathan Pool & Susan ColowickKate PooleSteve PriceAlexander & Jennifer QuinnPeter RasmussenMichael RichardsNancy & Willard RichardsMargaret RobbinsDavid RosnowThomas A. RubinDaniel SchulmanElliot SchwartzIgor & Shirley SkaredoffPaul SmithLynn SonfieldJennifer StanleyCarl SteinHoward StrassnerWilliam TurnerAnne WinterGus Yates

MANY THANKS TO OUR SUPPORTERS

Foundations and Agencies

AC TransitAlameda County Transportation CommissionCity of BerkeleyClarence E. Heller FoundationEast Bay Community FoundationFiredoll FoundationFederal Home Loan Bank of SanFrancisco (FHL Bank)Ford FoundationJames Irvine FoundationKaiser Foundation Health PlanMetropolitan TransportationCommission (MTC)Resources Legacy FundRichard and Rhoda Goldman FundRockefeller FoundationSan Francisco FoundationSilicon Valley Community FoundationSurdna FoundationThe California EndowmentThe Kresge FoundationTri-Valley Community FoundationWallace Alexander Gerbode FoundationWilliam and Flora Hewlett Foundation

Advocates’ Fund Leadership Circle Members - $1,000 +

John & Marcia AddisonStuart BakerCorinne Winter & Andy BallNoble BirdseyYoriko Kishimoto & Lee CollinsSarah ConnickRachel DonovanCaryl Gay & Didrik HoagChris HarrelsonSimon IlyushchenkoJohn Scheuerman & Steven KellerWayne KirchofferDoug & Susan LinneyJohn & Clysta McLemoreRoy & Judy NakadegawaBob PaliocaRick Theis & Carolyn JohnsonJeffrey TumlinJennifer VetterJonathan Weiner

Corporate Support - $1,000+

Law Offices of Gillin, Jacobsen, Ellis & Larsen Patagonia

$500-$999

Walter AllenCalthorpe and AssociatesJohn CarpenterAnirvan Chatterjee & Barnali GhoshCity CarShareUrban Planning Partners Inc./ Lynette DiasElika EtemadKrista FariesLucy Gigli & Dan WoodLiz Varnhagen & Steve GreenbergJonathan & Amy GreeneJennifer Jeffers & Michael BalsterChristopher PedersonRobert & Patricia RaburnBrian RaymondJody Zaitlin

$250-$499

Henry Hilken & Cynthia AllmanAmanda Brown-StevensEdward CarrollSara Davis & Steve BirdleboughPhil Erickson & Connie GoldadeJean Fraser & Geoff Gordon-CreedKatharine Gale & John ShepherdGrizzly Peak Cyclists Jeff HobsonPreston JordanKent LewandowskiIdeateJames PaxsonBob PiperAlan TobeyMeredith TraunerKate WhiteBobby Winston $100-$249

Jennifer AbbingsoleKaren AckermanRaymond AhearnAlameda Labor Council, AFL-CIOAmalgamated Transit Union Local 265Janet Arnold & Michael RubinMarylou AvanzinoJennifer BardJulie BarneyMeredith BentonFran Taylor & Iris BiblowitzGary BingerRobert BodenBetty Brown

$1-$99

Kathleen AbanillaJanet & Howard AbelsonJoshua AbramsBob AllenBeth AltshulerPolly AmreinLouise AndersonRobert Bruce AndersonAnonymousArkin-Tilt ArchitectsAlan AtkinsonDiane & Wesley BaileyMichael BalmacedaJoe T. BambergWalter BankovitchMark BarryAdam BeermanRobert BeggsSuzanne BeittelJudith Bell & James GreenbergPaul Bendix & Marylou Rimes BendixLeila BengaliEdward & Mildred BennettBekki BergesonWhitney BerrySara BillingSean BrientLiz BrissonAnthony BruzzoneNico CalavitaBrian CavagnoloAnn CegliaNancy ChamberlainDahlia ChazanJonah ChiarenzaStacie ChunLouise & Johnson ClarkJan Crosbie-TaylorPeggy Da SilvaIrvin DawidColin Dentel-PostFrancisco DeVriesShannon DodgeJames DohertyDiana DorinsonPeter DrekmeierMichael EngemannJame ErvinDeborah FarrellCarl FarringtonLisa FasanoFabian FavilaCristal FielTom FinkJenny Fogarty

Abbot FooteMark FoyZachary FranklinAlice FrayneDeborah FrederickDaniel FreedmanSpring FriedlanderFaith FullerLaura Fultz StoutPhiline GaffronDouglas GarySara Gaston HueySarah GlaubmanSeth & Lisa GoddardBenjamin GouldMichael GraffRuth & James GravanisRonald & Lisa GreensteinDiana HahnErin HansenTamra HegeElbert C. HillNancy HobsonRobert HofmannSteven HuangDr. Evan HughesBill HurrellRick HutchinsonVu HuynhKatja IrvinHideki ItoMarc JensenCharles KahnDan KalbJoanna KatzJeanette KingThomas KronemeyerKaren KunzeDavid LaidigLeslie LaraSherman LewisJoan LichtermanJana LindseyMarta & Drew LindseyRebecca LongCheryl LonginottiJulie LovinsRita LundJay LutzPeter LydonCarrie MakarewiczBharati MandapatiSusan MarchionnaBruce MaxwellJohn McConnellLenore McDonaldJessica MeleJoshua MendozaGerald & Barbara MeralMary MikkelsonDr. Jeni MillerJennie MollicaAlice Mosley

Ross NakasoneJudith NewtonJanet & Roy OlsonAndrea OsgoodJoseph OstrowJesse Allen & Gina PacaldoEric PanzerJema PattersonMarilyn & Gary PattonMary Payne NorcrossRichelle PenalbaBlas Perez HenriquezJoe PetersJudith PierceGavin PlattFrances PomperadaElizabeth Proctor & Michael WebsterBeverly QuintanaRichard & Marisa RayaRussell ReaganHank ResnikRick RickardArchie RodriguezVince RosatoJoyce RoySusan SchacherChris SchildtSaul & Carla Schultheis-GerryThea Selby

William SmithSteven SmithAdriana Solis LopezIngrid SomeMiriam SorellBrian StankeWalter StrakoschEdward SullivanRon SundergillRemi TanValerie TaylorJulie TellAndy ThornleyBryan TingCaitlin TrahanMilly TsanAndrea & John-Paul TylerJerry VailMichael VecchioS. VergaraTiffany WanDavid WeinzimmerDouglas WentworthJoanna WinterPatricia-Anne & George WinterSunYi ZhangJennifer Ziebarth & John Littell

Recurring Donors

Recurring donors provide consistent, ongoing support through monthly or quarterly gifts. The following individuals made recurring donations in 2011:

Jennifer AbbingsoleJohn & Marcia AddisonJohn CarpenterJonah ChiarenzaSusan Decker & Michael KruegerElika EtemadSteve GellerSeth & Lisa GoddardHowdy GoudeyMichael GraffSteven Greenberg & Liz VarnhagenMiriam HawleyJoan LichtermanRita LundJohn McConnellJoseph OstrowChristopher PedersonElizabeth Proctor & Michael WebsterRichard & Marisa RayaAndy ThornleyCorinne Winter & Andy Ball

FinancialsJanuary 1, 2011 - December 31, 2011 (Unrestricted Funds)

SUPPORT AND REVENUE 69% *Foundations 2,214,376 25% Government Contracts 802,851 2% Individual Donations 69,696 3% Fee for Service 105,471 0% Other 1,091

Total Support & Revenue $3,193,485

EXPENSES 76% Programs 2,440,382 Advocacy: Local, Regional, State & Federal 1,125,648 ClimatePlan 562,968 Safe Routes to Schools 509,383 Great Communities Collaborative 242,383 13% General and Administration 407,520 8% Fundraising 246,163

Total Expenses $3,094,065

FINANCIAL POSITION Assets $2,656,397Liabilities $206,383Unrestricted Net Assets $431,958Temporarily Restricted Net Assets $2,018,056

* Includes $143,648 in Assets that were previously Board Restricted.

TransForm regularly receives multi-year grants that are carried over from one year to the next. The revenue re-flected above represents funding that was available to TransForm for use during 2011, some of which was received in prior years. Likewise, some revenue secured in 2011 is not reflected above, as it has been restricted for use in future years. For a copy of TransForm’s audited financial statements or IRS Form 990, please call us at (510) 740-3150.

Heather CumminghamPatricia CuriaBeth DadkoThea DanielsSam DavisAllison DelgadoMollie DezernSantiago DiazBert DubstepLucy EspinosaAmber EvansDonna EyestoneDana FaulknerKai FaustDeAngelo FleetwoodJenny FogartyAlice FraynePaco FurlanJuana Evelina GarciaPat GeisLaura GeronimoJoel GerweinJonathan GomezMaria GomezMartha GonzalezRichard GortonLidia GuzmanSilvia GuzmanMaria HaroJeremy HarrisBrandon HaywardKatie HerrickRenae HiebertJonah HorowitzDenise HuajardoErikka HuggerAnne HsuEmily IrelandKatrina IrelandLisa JacksonVeronica JacobiMaureen JarrettMegan JohnsonShirley JohnsonShirley Johnson-FoellDhruva KaashyapHasmik KamalyanMaya KarpinskiGil KasperekMelissa KealeyBlanche KimJenne KingRachel KnudsenKelly Konnoff-PhillipsMalini KumarAlina KwakReina LagunasHans LarsenDarlene LeeElsie LeeAmanda LeventhalMarguerita LightfootRick Long

Jessica LopezAudrey Lord-HausmanLaura LukitschJinjer MarkleyDave MartellHeather MasakiPatti MasseyZoe MathewsBrandon MatthewsBruce MaxwellKen McCroskey WaitVanessa McDonnellBryce McHughGrace McRorySophie McRoryBrett MelegKevin MeteSofia Rodriguez Veronica MoralesLes MoronesShylaja NagasrinivasaSuzanne NavinEli NelsonTrang NguyenLuz OchoaJoana OrtegaMartin OrtegaGina PacaldoDaisy PalaciosAbigail ParolekKaren ParolekGail PayneKim PerezNicholas PerryJembe PersingerMike PersingerLuz PonceJackie PortilloHolly PotterRuth PrchlikJames RardinOwen RaySarah RiceMark RichardsCassandra RiveraCathy RiveraJennifer RobertsSandy RodriguezSofia RodriguezChristal RogersMarie RohnerCristina RojasAngelina RomeroVince RosatoTim RumrillKayte RyannJen RydenCailyn SakwaiCintia SanchezJennie SchultzJonathan SchuppertKaren SealsBen Shasby

Dhruva SiruguriMaitreyi SiruguriErica SolanoJosie SommerFelix SparlingSoshieSparlingAnn SpevackKate SprottePatty St. LouisMarie SteinerSky StenderTiyesha TateCarole TaylorSonia TaylorDorothy TheodoreCara ThompsonMeghan ThorntonRandi TorresCuong TrinhRylee TuckerAram ValenzuelaFidel ValenzuelaRaiden van BronkhorstJackie VelaSara VenegasAlexis WachtelEliot WachtelOliver WachtelBonnie WehmannKim WeigandDelaney WhitakerCorinne WhittallCatherine YangOenone YoungbloodOwen Zisra

If you have questions about your listing, please contact a development staff person at 510-740-3150.

Matching Gift Programs

Chevron Humankind Matching Gift ProgramGoogle Matching Gifts ProgramCA Technologies Matching Gifts ProgramAIG Matching Grants Program

In-Kind Gifts

Alameda County Public Works AgencyAmtrakCity CarShareClif BarThe Commonwealth Club of CaliforniaMissing Link Bicycle CooperativeOakland Museum of CaliforniaPeet’s Coffee & TeaPatagoniaPost Car AdventuringWalk San FranciscoSports Basement

Volunteers

Sharene AcostaRob AdesAlice AlvaradoAleida Andrino-ChavezKeira ArmstrongBrant ArthurChoqosh Auh’ho’ohJessica Lopez AvendanoSean BallonMarsha BanksDavid BaugherDiana BolanosSandy BourasaCyrus BowerSachiko BowerKathryn BoyleRaphie BreinesCurtis ByrdAlicia CalonicoJavier CamposMaria CamposXitlaly CamposVeronica CarilloOliver CarrollClaudia CartagenaSuzanne CarterRosalie Olivia CastroAnthony CejaGeorge CilleySarah ClarkShiva CohenJulie CombsMindy Craig