2016-02-12T16:54:58-06:00 2015-06-30 942702860 JOHANSON & YAU ACCOUNTANCY CORP 160 W SANTA CLARA ST SUITE 900 SAN JOSE CA 95113 990 2014-07-01 942862793 LOS ALTOS EDUCATIONAL FOUNDATION LOSA 6505590445 201 COVINGTON ROAD LOS ALTOS CA 94024 SUE LONGYEAR CO-PRESIDENT 6505590445 2016-02-04 1 SARA KELLEY P00957375 4082885111 2014 2016-08-17 19:52:53Z AMY PEABODY 201 COVINGTON ROAD LOS ALTOS CA 94024 4144465 0 X N/A X 1982 CA IMPROVING STUDENT EDUCATION 30 30 5 11 0 0 3106694 4125998 0 0 1802 18467 0 0 3108496 4144465 3200000 3015000 0 0 113151 157778 0 0 62237 109023 238985 3422174 3411763 -313678 732702 2088986 2866181 0 5798 2088986 2860383 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 3015000 3015000 4125998 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. 3015000 1 1 0 0 0 0 0 0 0 0 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 0 0 0 0 0 0 0 0 0 1 1 0 5 0 0 0 0 0 0 0 0 0 0 0 0 0 X 30 30 0 0 0 0 0 0 0 1 1 0 0 1 0 0 1 1 0 0 CA X TY CONNER 6505590445 201 COVINGTON ROAD LOS ALTOS CA 94024 JENNIFER CARLSTROM CO-PRESIDENT 5.00 X X 0 0 0 SUE LONGYEAR CO-PRESIDENT 3.00 X X 0 0 0 KATHERINE STEPHENS VICE PRESIDENT 4.00 X X 0 0 0 TY CONNER TREASURER 3.00 X X 0 0 0 KRISTIN NAJARIAN SECRETARY 3.00 X 0 0 0 REBECCA LOWELL SECRETARY 3.00 X 0 0 0 LISA CUPPETT BOARD MEMBER 1.00 X 0 0 0 BRIAN ELKIN BOARD MEMBER 1.20 X 0 0 0 DAVID WATSON BOARD MEMBER 1.00 X 0 0 0 KRISTINE BARDMAN BOARD MEMBER 2.50 X 0 0 0 STACY PENA BOARD MEMBER 1.00 X 0 0 0 MATT ABRAHAMS BOARD MEMBER 1.00 X 0 0 0 RITU KAPOOR BOARD MEMBER 1.00 X 0 0 0 ANJANA NAGARAJAN-BUTANEY BOARD MEMBER 1.00 X 0 0 0 JESSICA SPEISER BOARD MEMBER 1.00 X 0 0 0 KAREN SCHUSTER BOARD MEMBER 1.00 X 0 0 0 TRACY WARREN BOARD MEMBER 1.00 X 0 0 0 RUSSELL HIRSCH BOARD MEMBER 1.00 X 0 0 0 ERIKA SHAPIRO BOARD MEMBER 1.00 X 0 0 0 NICOLE VON KAENEL BOARD MEMBER 1.00 X 0 0 0 ANNICK MOHAGEG BOARD MEMBER 1.00 X 0 0 0 JIM STUEBNER BOARD MEMBER 1.00 X 0 0 0 JOHN MAHLMEISTER BOARD MEMBER 1.20 X 0 0 0 KEVIN MELIA BOARD MEMBER 1.00 X 0 0 0 ZAN ARONOWITZ BOARD MEMBER 1.00 X 0 0 0 ZOE CONROY BOARD MEMBER 1.00 X 0 0 0 YAN ZOU BOARD MEMBER 1.00 X 0 0 0 JENNIFER BEEDON BOARD MEMBER 1.00 X 0 0 0 NANCY FAZ BOARD MEMBER 1.00 X 0 0 0 AMY PEABODY EXECUTIVE DIRECTOR 40.00 X X 105922 0 0 AUDREY CROWLEY OFFICE MANAGER 25.00 X X 6950 0 0 KYURI K DOEDON DATABASE MANAGER 25.00 X X 18980 0 0 ANNA KJOS OFFICE MANAGER 25.00 X X 12341 0 0 144193 0 0 1 0 0 0 0 4125998 4125998 18467 18467 4144465 0 0 18467 3015000 3015000 143791 143791 2167 2167 11820 11820 21594 21594 12750 12750 3104 3104 187 187 36692 36692 20915 20915 1556 1556 4695 4695 PROFESSIONAL DEVELOPMEN 50525 50525 BANK FEES 21921 21921 MARKETING 14414 14414 BAD DEBT 11865 11865 38767 13052 25715 3411763 3015000 334526 62237 206827 851478 105042 12729 8719 3300 4010 1878859 1905651 2088986 2866181 0 5798 0 5798 X 1521674 2293071 567312 567312 2088986 2860383 2088986 2866181 X 732702 38516 179 X 0 1 X 1 0 X 2803501 3083107 2916074 3106694 4125998 16035374 2803501 3083107 2916074 3106694 4125998 16035374 16035374 14126 8293 3762 1802 18467 46450 16081824 0.99710 0.99600 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 567312 18467 18467 567312 567312 1802 1802 567312 567312 3762 3762 567312 567312 8293 8293 567312 567312 14126 14126 567312 0 0 5842 3710 2132 6887 5009 1878 4010 MUTUAL FUNDS 1905651 F 1905651 X 4182980 38515 38515 4144465 0 4144465 3411583 1377 1377 3410206 1556 1556 3411762 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 PART XII, LINE 4B - OTHER ADJUSTMENTS: TAX DEPRECIATION 1 LOS ALTOS SCHOOL DISTRICT 201 COVINGTON ROAD LOS ALTOS CA 94024 3015000 TO SUPPLEMENT THE CUTBACKS IN STATE FUNDING. 1 X X X X 0 0 0 0 0 0 0 0 0 AMY PEABODY EXECUTIVE DIRECTOR 105922 0 0 0 0 0 0 0 0 0 105922 0 0 0 AUDREY CROWLEY OFFICE MANAGER 6950 0 0 0 0 0 0 0 0 0 6950 0 0 0 KYURI K DOEDON DATABASE MANAGER 18980 0 0 0 0 0 0 0 0 0 18980 0 0 0 ANNA KJOS OFFICE MANAGER 12341 0 0 0 0 0 0 0 0 0 12341 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 PRIOR TO FILING, A COPY OF FORM 990 IS PRESENTED TO THE TREASURER FOR REVIEW. ANY QUESTIONS ARE THEN ANSWERED PRIOR TO FILING THE RETURN. 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 179.