2017-02-27T18:35:50-06:00 2016-04-30 814234542 BPM LLP 60 SOUTH MARKET STREET SUITE 800 SAN JOSE CA 95113 990 2015-05-01 943092396 AMERICAN LEADERSHIP FORUM - SILICON VALLEY AMER 4085542000 30 E SANTA CLARA STREET NO 360 SAN JOSE CA 95113 SUZANNE ST JOHN-CRANE CEO 4085542005 2017-02-21 1 MICHAEL STEPHEN SCHAFFER P00210063 4089616300 2017-02-21 2015 2021-01-29 14:40:06Z SUZANNE ST JOHN-CRANE 30 E SANTA CLARA STREET NO 360 SAN JOSE CA 95113 781573 0 X HTTP://WWW.ALFSV.ORG X 2000 CA ALF IS PASSIONATELY COMMITTED TO BUILDING DIVERSE NETWORKS OF LEADERS FOCUSED ON PERSONAL AND COMMUNITY TRANSFORMATION IN ORDER TO CREATE AN INCLUSIVE AND THRIVING SILICON VALLEY. 15 14 9 20 0 0 907796 328579 394090 367539 108016 26105 105926 59350 1515828 781573 0 0 0 0 750540 704121 0 0 165804 811912 909977 1562452 1614098 -46624 -832525 2725916 1831770 513755 519501 2212161 1312269 X TO JOIN AND STRENGTHEN LEADERS TO SERVE THE COMMON GOOD BY BUILDING A DIVERSE, COLLABORATIVE LEADERSHIP TEAM TO WORK TOGETHER, AND WITH OTHERS IN THE COMMUNITY FOR MANY YEARS TO COME. THIS OBJECTIVE IS PURSUED BY BRINGING TOGETHER A BROAD CROSS SECTION OF LEADERS WHO ARE COMMITTED TO BUILIDING A STRONGER COMMUNITY BY DEVELOPING COLLABORATIVE LEADERSHIP SKILLS TO IDENTIFY AND DEAL WITH COMPLEX AND DIFFICULT ISSUES; AND BY PROVIDING LEADERS WITH OPPORTUNITIES TO WORK TOGETHER IN WAYS THAT CAN MAKE A DIFFERENCE. 0 0 354152 181798 THE ORGANIZATION PROVIDES EDUCATION AND TRAINING TO LEADERS FROM PRIVATE, PUBLIC AND NON-PROFIT SECTORS THROUGH THE FELLOWS PROGRAM. 172980 4175 THE ORGANIZATION PROVIDES EDUCATION, TRAINING AND COLLABORATIVE OPPORTUNITIES THROUGH THE SENIOR FELLOWS PROGRAM. 556391 181566 THE ORGANIZATION PROVIDES EDUCATION, TRAINING AND COLLABORATIVE OPPORTUNITIES THROUGH THE INNOVATIVE NETWORKS PROGRAM. 57550 CONSULTING & FACILITATION 57550 1083523 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 9 0 9 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 15 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 1 0 CA X ANDREA FAISS 4085542006 30 E SANTA CLARA STREET SUITE 360 SAN JOSE CA 95113 HERMELINDA SAPIEN CHAIR 2.00 X X 0 0 0 CHRIS BLOCK CEO/MEMBER 50.00 X X 178138 0 12950 BRIAN CABRERA MEMBER 1.00 X 0 0 0 NEAL DEMPSEY VICE CHAIR 1.00 X 0 0 0 AMMAR HANAFI MEMBER 1.00 X 0 0 0 LUTHER JACKSON MEMBER 1.00 X 0 0 0 MARC JONES MEMBER 1.00 X 0 0 0 KAREN KING VICE CHAIR 1.00 X 0 0 0 CAROL S LARSON MEMBER 1.00 X 0 0 0 IVONNE MONTES DE OCA MEMBER 1.00 X 0 0 0 CS PARK MEMBER 1.00 X 0 0 0 ROLANDA PIERRE-DIXON MEMBER 1.00 X 0 0 0 RICH BRAUGH MEMBER 1.00 X 0 0 0 GEORGE BROWN MEMBER 1.00 X 0 0 0 JOHN HOLLAR MEMBER 1.00 X 0 0 0 CONNIE MARTINEZ MEMBER 1.00 X 0 0 0 WEBB MCKINNEY MEMBER 1.00 X 0 0 0 RANDY POND CHAIR 2.00 X 0 0 0 SUZANNE STJOHN-CRANE CEO/MEMBER 50.00 X X 0 0 0 CHUI TSANG MEMBER 1.00 X 0 0 0 DOTTY HAYES TREASURER 2.00 X 0 0 0 ANDREA FAISS COO 40.00 X 121520 0 0 JENNY NIKLAUS VP OF INNOVATION NETWORKS 40.00 X 128151 0 0 427809 0 12950 3 0 1 0 OUTSIDE INSIGHTS LLC 63930 W QUAIL HAVEN DRIVE BEND OR 97701 PROGRAM DIRECTOR/WILDERNESS DIRECTOR 102417 1 X 328579 328579 FELLOWS PROGRAM 611430 181798 181798 INNOVATIVE NETWORKS PR 611430 181566 181566 SENIOR FELLOWS PROGRAM 611430 4175 4175 367539 12364 12364 13741 0 13741 13741 13741 1800 0 1800 1800 CONSULTING & FACILITAT 611430 57550 57550 57550 781573 425089 0 27905 X 413009 266517 52181 94311 182777 74678 93242 14857 64483 34340 17849 12294 43852 25368 9402 9082 2375 1374 509 492 54282 31156 11972 11154 16200 16200 450826 325124 98429 27273 185 109 39 37 9621 3949 4259 1413 66203 38322 14182 13699 28636 19621 6166 2849 3142 1817 674 651 5169 2990 1108 1071 PROGRAM MEETINGS/SERVIC 216561 204017 6694 5850 SUPPLIES 40424 27486 7735 5203 BOOK/SUBSCRIPTION/MEMBE 18295 1332 16938 25 TELEPHONE/FAX 9571 5382 2395 1794 -11513 19941 4797 -36251 1614098 1083523 364771 165804 435000 326142 203404 103578 375582 135008 272212 180793 83640 35043 82175 76062 4254 6113 1345412 1038493 6412 6600 2725916 1831770 181145 93172 332610 426329 513755 519501 X 1847959 1117221 364202 195048 2212161 1312269 2725916 1831770 -832525 -67367 0 X X 0 1 X 1 0 X 263070 1591588 1034689 907796 328579 4125722 263070 1591588 1034689 907796 328579 4125722 915937 3209785 25468 25584 10982 17443 12364 91841 85145 112875 127467 1800 327287 4544850 1594404 0.70620 0.63220 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5000 5000 63407 63407 0 13768 12655 1113 6113 COMMUNITY FOUNDATION FUND 1038493 F 1038493 X 714206 -67367 -67367 781573 0 781573 1614098 0 1614098 0 1614098 PART X, LINE 2: THE INTERNAL REVENUE SERVICE AND THE CALIFORNIA FRANCHISE TAX BOARD HAVE DETERMINED THAT THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND STATE INCOME TAXES UNDER SECTION 23701D OF THE CALIFORNIA REVENUE AND TAXATION CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE ORGANIZATION FOLLOWS THE GUIDANCE FOR UNCERTAIN TAX POSITIONS AND BEGAN REVIEWING AND ASSESSING TAX POSITIONS TAKEN AND EXPECTED TO BE TAKEN AGAINST THE MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTES FOR FINANCIAL STATEMENT RECOGNITION. MANAGEMENT HAS CONCLUDED THERE ARE NO UNCERTAIN TAX POSITIONS AS OF APRIL 30, 2016. THE ORGANIZATION IS NO LONGER SUBJECT TO EXAMINATIONS BY U.S. AND STATE TAXING AUTHORITIES FOR YEARS PRIOR TO APRIL 30, 2014 AND 2013, RESPECTIVELY. X X X X 0 0 0 0 0 0 0 1 0 CHRIS BLOCK CEO/MEMBER 135188 0 30000 0 12950 0 0 0 0 0 178138 0 0 0 PART I, LINE 7 THE CEO RECEIVED A BONUS OF $30,000. THE COO RECEIVED A BONUS OF $10,273. THE VP OF INNOVATION NETWORKS RECEIVED A BONUS OF $3,568. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS PREPARED BY AN INDEPENDENT CPA FIRM, IN CO-ORDINATION WITH THE CHIEF OPERATING OFFICER. ALL QUESTIONS ARE RESOLVED WITH THE COO, AND THE FINAL DRAFT OF FORM 990 IS REVIEWED BY THE AUDIT COMMITTEE PRIOR TO SUBMISSION. A COPY OF THE FILED FORM 990 IS SENT TO THE ENTIRE BOARD. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY BY SURVEYING THE BOARD ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS FOR DETERMINING COMPENSATION OF THE CEO, EXECUTIVE DIRECTOR OR TOP MANAGEMENT OFFICIALS INCLUDES: 1. REVIEW AND APPROVAL BY THE GOVERNING BODY OR COMPENSATION COMMITTEE PROVIDED THAT PERSONS WITH A CONFLICT OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT AT ISSUE WERE NOT INVOLVED. 2. USE OF COMPARABLE COMPENSATION INFORMATION FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILAR ORGANIZATIONS. 3. CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION OF THE COMPENSATION ARRANGEMENT. 4. DATE OF LAST REVIEW: THE NEW CEO HAS NOT YET HAD A REVIEW. THE CEO IS THE ONLY KEY EMPLOYEE. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS, AS WELL AS ITS FORMS 1023 AND 990, AVAILABLE TO THE GENERAL PUBLIC ON REQUEST AT ITS OFFICES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS AND COPIES OF ITS FORMS 990 AND 1023 AVAILABLE TO THE PUBLIC FOR INSPECTION AT ITS OFFICES. PART VIII, LINE 7 DUE TO AN INABILITY TO RETREIVE THE COST BASIS INFORMATION FOR THE SALE OF STOCK, THE GAIN HAS BEEN REPORTED AT A NET AMOUNT. FORM 990, PART IX, LINE 11G CONTRACT: PROGRAM SERVICE EXPENSES 185,250. MANAGEMENT AND GENERAL EXPENSES 65,752. FUNDRAISING EXPENSES 22,920. TOTAL EXPENSES 273,922. AUDIT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 24,313. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 24,313. PAYROLL SERVICE FEES: PROGRAM SERVICE EXPENSES 1,800. MANAGEMENT AND GENERAL EXPENSES 771. FUNDRAISING EXPENSES 644. TOTAL EXPENSES 3,215. OTHER: PROGRAM SERVICE EXPENSES 34,336. MANAGEMENT AND GENERAL EXPENSES 7,593. FUNDRAISING EXPENSES 3,709. TOTAL EXPENSES 45,638. PROGRAM DIRECTOR: PROGRAM SERVICE EXPENSES 67,806. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 67,806. WILDERNESS TRIP DIRECTOR: PROGRAM SERVICE EXPENSES 35,932. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 35,932. PART XII, LINE 2C THE AUDIT COMMITTEE HAS RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT, AND SELECTION OF THE INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.