2015-05-26T11:58:36-05:00 2014-04-30 263839190 BURR PILGER MAYER INC 60 SOUTH MARKET STREET SUITE 800 SAN JOSE CA 95113 990 2013-05-01 943092396 AMERICAN LEADERSHIP FORUM - SILICON VALLEY AMER 4085542000 30 E SANTA CLARA STREET NO 360 SAN JOSE CA 95113 CHRIS BLOCK CEO 4085542000 2015-05-06 1 MICHAEL STEPHEN SCHAFFER P00210063 4089616300 2015-05-06 2013 2016-02-25 16:41:14Z X CHRIS BLOCK 30 E SANTA CLARA STREET SUITE 360 SAN JOSE CA 95113 1535323 0 X HTTP://WWW.ALFSV.ORG X 2000 CA 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. 20 19 7 17 0 0 1591588 1034689 272284 322541 51711 48486 51124 19626 1966707 1425342 0 0 0 0 869441 745091 0 0 233294 638217 707766 1507658 1452857 459049 -27515 2654259 2853429 340423 535434 2313836 2317995 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 358167 0 322541 THE ORGANIZATION PROVIDES EDUCATION AND TRAINING TO LEADERS FROM PRIVATE, PLUBLIC AND NON-PROFIT SECTORS THROUGH THE FELLOWS PROGRAM. 581783 2000 THE ORGANIZATION PROVIDES EDUCATION, TRAINING AND COLLABORATIVE OPPORTUNITIES THROUGH THE SENIOR FELLOWS PROGRAM. 9565 CONSULTING & FACILITATION 939950 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 22 0 7 1 0 0 0 0 0 0 0 0 0 0 0 0 X 20 19 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 1 1 0 CA X ANDREA FAISS 4085542006 30 E SANTA CLARA STREET SUITE 360 SAN JOSE CA 95113 BRIAN CABRERA MEMBER 1.00 X 0 0 0 NEAL DEMPSEY MEMBER 1.00 X 0 0 0 AMMAR HANAFI MEMBER 1.00 X 0 0 0 SPARKY HARLAN MEMBER 1.00 X 0 0 0 MARIE OH HUBER 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 MEMBER 1.00 X 0 0 0 CAROL S LARSON MEMBER 1.00 X 0 0 0 DAVE MILLS 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 RANDY POND MEMBER 1.00 X 0 0 0 KAREN RUDOLPH MEMBER 1.00 X 0 0 0 LISA SONSINI MEMBER 1.00 X 0 0 0 QUINN TRAN MEMBER 1.00 X 0 0 0 HERMELINDA SAPIEN CHAIR 2.00 X 0 0 0 DOTTY HAYES TREASURER 2.00 X 0 0 0 CHRIS BLOCK CEO/MEMBER 50.00 X 195420 0 0 195420 0 0 1 0 1 0 OUTSIDE INSIGHTS LLC 63930 W QUAIL HAVEN DRIVE BEND OR 97701 PROGRAM DIRECTOR/WILDERNESS DIRECTOR 174547 1 X 850 1033839 1034689 FELLOWS PROGRAM 611430 322541 322541 322541 10982 10982 42671 5167 37504 37504 37504 112875 850 104814 8061 8061 MISCELLANEOUS INCOME 611430 11565 11565 11565 1425342 334106 0 56547 X 204312 132803 20431 51078 432907 287544 106586 38777 65201 48249 8383 8569 42671 31577 5486 5608 292777 184315 95401 13061 13608 13548 60 16438 11277 2212 2949 45273 29743 5662 9868 39216 30944 7843 429 5391 3812 693 886 8256 7056 527 673 PROGRAM MEETINGS/SERVIC 147316 112150 5180 29986 BAD DEBTS 75289 17017 200 58072 SUPPLIES 32438 14779 8160 9499 BOOK/SUBSCRIPTION/MEMBE 10855 916 9390 549 20909 14220 3399 3290 1452857 939950 279613 233294 68482 340599 612812 1108502 914449 259982 43746 207522 54771 60015 77174 68335 12933 8839 940612 858479 6454 9491 2654259 2853429 128172 155309 212251 380125 340423 535434 X 2304226 2300243 9610 17752 2313836 2317995 2654259 2853429 X -27515 31674 407 -407 X X 0 1 X 1 0 X 870263 710199 263070 1591588 1034689 4469809 870263 710199 263070 1591588 1034689 4469809 1401849 3067960 34070 22078 25468 25584 10982 118182 134172 102300 85145 112875 434492 5022483 1179061 0.61080 0.40750 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 63406 58096 5310 13768 10239 3529 8839 COMMUNITY FOUNDATION FUND 858479 F 858479 X 1562237 31674 407 32081 1530156 -104814 -104814 1425342 1558078 407 104814 105221 1452857 0 1452857 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, 2014. THE ORGANIZATION IS NO LONGER SUBJECT TO EXAMINATIONS BY U.S. AND STATE TAXING AUTHORITIES FOR YEARS PRIOR TO APRIL 30, 2012 AND 2011, RESPECTIVELY. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSES -104,814. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSES 104,814. EXEMPLARY LEADER DINNER 68675 68675 5505 18109 13783 25TH ANNIVERSARY 45050 850 44200 7225 24299 22690 13203 113725 850 112875 12730 42408 36473 13203 104814 8061 X X X X X 0 0 0 0 0 0 0 1 0 CHRIS BLOCK CEO/MEMBER 169170 0 26250 0 0 0 0 0 0 0 195420 0 0 0 PART I, LINE 7 THE CEO RECEIVED A BONUS OF $26,250. FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBER CHRIS BLOCK IS THE CEO OF AMERICAN LEADERSHIP FORUM - SILICON VALLEY (ALF). BOARD MEMBER GREG GALLO IS AN ATTORNEY WHOSE LAW FIRM PROVIDES PRO BONO LEGAL SERVICES TO ALF. BOARD VICE CHAIR KATHY MEIER IS AN ATTORNEY, WHOSE FORMER FIRM HOGE, FENTON, JONES & APPEL PROVIDED PRO BONO LEGAL SERVICES TO ALF. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS REVIEWED BY AUDIT COMMITTEE PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REGULARLY AND CONSISTENTLY 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: MAY 6, 2014 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 CONSULTING FEES: PROGRAM SERVICE EXPENSES 184,315. MANAGEMENT AND GENERAL EXPENSES 95,401. FUNDRAISING EXPENSES 13,061. TOTAL EXPENSES 292,777. FORM 990, PART XI, LINE 9: DONATED SERVICES (EXPENSES) -407. 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. FORM 990, PAGE 1, HEADING BLOCK B -- AMENDED RETURN THE RETURN IS AMENDED TO CORRECT THE ALLOCATION OF EXPENSES OF THE SPECIAL EVENTS AS BEING FROM PROGRAM SERVICE AS OPPOSED TO FUNDRAISING. ACCORDINGLY, PART IX, STATEMENT OF FUNCTIONAL EXPENSES HAS CHANGED. TOTAL EXPENSES SHOWN HAVE NOT CHANGED, ONLY THE ALLOCATION OF AMOUNTS BETWEEN COLUMNS (B) AND (D). THIS PRESENTATION IS CONSISTENT WITH THE MANNER IN WHICH THE AUDITED FINANCIAL STATEMENTS OF THE ORGANIZATION WERE PREPARED.