2018-05-15T16:50:42-05:00 2017-06-30 942702860 JOHANSON & YAU ACCOUNTANCY CORP 160 W SANTA CLARA ST SUITE 900 SAN JOSE CA 95113 990 2016-07-01 942862793 LOS ALTOS EDUCATIONAL FOUNDATION LOSA 6505590445 201 COVINGTON ROAD LOS ALTOS CA 94024 KATHERING STEPHENS PRESIDENT 6505590445 2018-05-14 1 SARA KELLEY P00957375 4082885111 2016 2022-09-23 18:48:47Z HEATHER MACDONALD 201 COVINGTON ROAD LOS ALTOS CA 94024 3850430 0 X N/A X 1982 CA IMPROVING STUDENT EDUCATION 21 21 4 165 0 0 3439396 3677832 0 0 41402 75501 0 5000 3480798 3758333 3155000 3467000 0 0 164895 164695 0 0 38348 203515 249527 3523410 3881222 -42612 -122889 2727721 2819384 5970 27094 2721751 2792290 X SEE SCHEDULE O FOR CONTINUATIONTHE LOS ALTOS EDUCATIONAL FOUNDATION WORKS TO RAISE FUNDS TO PROVIDE FINANCIAL SUPPORT TO SUPPLEMENT THE RESOURCES OF THE LOS ALTOS SCHOOL DISTRICT FOR THE PURPOSE OF FUNDING ACADEMIC AND ENRICHMENT PROGRAMS THAT HELP IMPROVE THE OVERALL EDUCATION OF STUDENTS IN THE LOS ALTOS SCHOOL DISTRICT. 0 0 3467000 3467000 3677832 LOS ALTOS EDUCATIONAL FOUNDATION IS AN ORGANIZATION OUTSIDE OF THE PUBLIC SCHOOL SYSTEM, WHICH PROVIDES FINANCIAL SUPPORT AS A SUPPLEMENT TO THE RESOURCES OF THE LOS ALTOS SCHOOL DISTRICT FOR THE PURPOSE OF IMPROVING THE EDUCATION OF STUDENTS OF THAT DISTRICT 3467000 1 0 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 6 0 4 1 0 0 0 0 0 0 0 0 X 21 21 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 0 0 CA X KEVIN MELIA 6505590445 201 COVINGTON ROAD LOS ALTOS CA 94024 KEVIN MELIA CHIEF FINANCIAL OFFICER 5.00 X X 0 0 0 LAURA TEKSLER VICE PRESIDENT 5.00 X X 0 0 0 ANJANA NARGARAJAN-BUTANEY SECRETARY 5.00 X X 0 0 0 MATT ABRAHAMS BOARD MEMBER 1.00 X 0 0 0 ZAN ARONOWITZ BOARD MEMBER 1.00 X 0 0 0 JENNIFER BEEDON BOARD MEMBER 1.00 X 0 0 0 JENNIFER CARLSTROM BOARD MEMBER 1.00 X 0 0 0 SARAH DANIELS BOARD MEMBER 1.00 X 0 0 0 TARA DHILLON BOARD MEMBER 1.00 X 0 0 0 NANCY FAZ BOARD MEMBER 1.00 X 0 0 0 ADITI GOEL BOARD MEMBER 1.00 X 0 0 0 AMY HEATH BOARD MEMBER 1.00 X 0 0 0 SUE LONGYEAR BOARD MEMBER 1.00 X 0 0 0 JOHN MAHLMEISTER BOARD MEMBER 1.00 X 0 0 0 DOFF MCELHINNEY BOARD MEMBER 1.00 X 0 0 0 ANNICK MOHAGEG BOARD MEMBER 1.00 X 0 0 0 RYAN RANDALL BOARD MEMBER 1.00 X 0 0 0 ERIKA SHAPIRO BOARD MEMBER 1.00 X 0 0 0 JESSICA SPEISER BOARD MEMBER 1.00 X 0 0 0 DAVID WATSON BOARD MEMBER 1.00 X 0 0 0 MAY XU BOARD MEMBER 1.00 X 0 0 0 YAN ZOU BOARD MEMBER 1.00 X 0 0 0 AMY INGRAM EXECUTIVE DIRECTOR 40.00 X X 116640 0 0 KATHERINE STEPHENS PRESIDENT 5.00 X X 0 0 0 116640 0 0 1 0 0 0 0 3677832 3677832 12625 12625 154973 92097 62876 62876 62876 OTHER INCOME 900001 5000 5000 5000 3758333 0 0 80501 3467000 3467000 116640 116640 32378 32378 3500 3500 12177 12177 371 371 10750 10750 95281 95281 5825 5825 24737 17612 7125 15690 15690 4320 4320 313 313 4652 4652 BANK FEES 53990 53990 PRINTING COSTS 23670 3988 19682 MEETINGS & EVENTS 7586 2168 5418 WEBSITE 1115 1115 1227 929 298 3881222 3467000 375874 38348 893902 559055 2881 7710 12729 10700 2693 2029 1828245 2250590 2727721 2819384 5970 27094 5970 27094 X 2178963 2159698 14840 542788 617752 2721751 2792290 2727721 2819384 X -122889 193776 -349 X X 0 1 X 1 0 X 2916074 3106694 4125998 3439396 3677832 17265994 2916074 3106694 4125998 3439396 3677832 17265994 17265994 3762 1802 18467 12938 12625 49594 17315588 0.99710 0.99850 X 542788 81387 6423 617752 567312 -17762 6762 542788 567312 18467 18467 567312 567312 1802 1802 567312 567312 3762 3762 567312 0 0 5842 5274 568 6887 5426 1461 2029 MUTUAL FUNDS 2250590 F 2250590 X 3952110 193777 193777 3758333 0 3758333 3881571 662 662 3880909 313 313 3881222 PART X, LINE 2: FOR UNCERTAIN TAX POSITIONS, THE FOUNDATION USES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. A TAX POSITION IS RECOGNIZED WHEN IT IS MORE-LIKELY-THAN-NOT THAT THE TAX POSITION WILL BE SUSTAINED UPON EXAMINATION, INCLUDING RESOLUTION OF ANY RELATED APPEALS OR LITIGATION PROCESSES. A TAX POSITION THAT MEETS THE MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD IS MEASURED AT THE LARGEST AMOUNT OF BENEFIT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED UPON ULTIMATE SETTLEMENT WITH A TAXING AUTHORITY. THE BOARD BELIEVES THERE HAVE BEEN NO TAX POSITIONS TAKEN THAT WOULD BE CONSIDERED AN UNCERTAIN POSITION. PART XII, LINE 2D - OTHER ADJUSTMENTS: BOOK DEPRECIATION 662. PART XII, LINE 4B - OTHER ADJUSTMENTS: TAX DEPRECIATION 313. 1 LOS ALTOS SCHOOL DISTRICT 201 COVINGTON ROAD LOS ALTOS CA 94024 3460000 TO SUPPLEMENT THE RESOURCES OF THE DISTRICT TO FUND ACADEMIC AND ENRICHMENT PROGRAMS. MOUNTAIN VIEW LOS ALTOS DISTRICT 1299 BRYANT AVENUE MOUNTAIN VIEW CA 94040 7000 TO SUPPORT MVLA PARENT EDUCATION SPEAKER SERIES. 1 X X X X 0 0 0 0 0 0 0 0 0 X 34 92500 CLOSING PRICE OF STK 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO FILING, A COPY OF FORM 990 IS PRESENTED TO THE TREASURER FOR HIS / HER REVIEW. ANY QUESTIONS ARE THEN ANSWERED PRIOR TO FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C ALL OFFICERS / DIRECTORS ARE REQURIED TO DISCLOSE POTENTIAL CONFLICTS PRIOR TO BECOMING A BOARD MEMBER AND ARE REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICTS AS THEY ARISE WHILE SERVING ON THE BOARD. FORM 990, PART VI, SECTION B, LINE 15A AN INDEPENDENT REVIEW IS DONE BY THE FINANCE COMMITTEE TO MAKE SURE THE EXECUTIVE DIRECTORS' COMPENSATION DOES NOT EXCEED THE COMPENSATION OF OTHER DIRECTORS WITH SIMILAR DUTIES AND RESPONSIBILITIES ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION C, LINE 18 ANYONE INTERESTED IN REVIEWING THE ENTITY'S FORM 990 IS ENCOURAGED TO CONTACT THE EXECUTIVE DIRECTOR TO REQUEST A TIME DURING NORMAL BUSINESS HOURS TO REVIEW THE TAX RETURN. FORM 990, PART VI, SECTION C, LINE 19 THE DOCUMENTS ARE AVAILABLE BY CONTACTING THE EXECUTIVE DIRECTOR TO REQUEST A TIME DURING NORMAL BUSINESS HOURS TO REVIEW THE REQUESTED INFORMATION. FORM 990, PART XI, LINE 9: BOOK/TAX DEPRECIATION ADJUSTMENT -349. FORM 990, PART XII, LINE 2C: NO CHANGES HAVE BEEN MADE TO THE OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE YEAR.