2015-12-15T16:10:51-06:00 2015-04-30 263839190 BURR PILGER MAYER INC 60 SOUTH MARKET STREET SUITE 800 SAN JOSE CA 95113 990 2014-05-01 943092396 AMERICAN LEADERSHIP FORUM - SILICON VALLEY AMER 4085542000 30 E SANTA CLARA STREET NO 360 SAN JOSE CA 95113 ANDREA FAISS COO 4085542000 2015-12-15 1 MICHAEL STEPHEN SCHAFFER P00210063 4089616300 2015-12-15 2014 2016-04-25 22:37:26Z ANDREA FAISS 30 E SANTA CLARA STREET SUITE 360 SAN JOSE CA 95113 1562011 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. 15 14 9 23 0 0 1034689 907796 322541 394090 48486 108016 19626 105926 1425342 1515828 0 0 0 0 745091 750540 0 0 251189 707766 811912 1452857 1562452 -27515 -46624 2853429 2725916 535434 513755 2317995 2212161 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 328532 292500 THE ORGANIZATION PROVIDES EDUCATION AND TRAINING TO LEADERS FROM PRIVATE, PLUBLIC AND NON-PROFIT SECTORS THROUGH THE FELLOWS PROGRAM. 145402 2000 THE ORGANIZATION PROVIDES EDUCATION, TRAINING AND COLLABORATIVE OPPORTUNITIES THROUGH THE SENIOR FELLOWS PROGRAM. 484538 101590 THE ORGANIZATION PROVIDES EDUCATION, TRAINING AND COLLABORATIVE OPPORTUNITIES THROUGH THE INNOVATIVE NETWORKS PROGRAM. 17200 CONSULTING & FACILITATION 17200 958472 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 25 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 X NEAL DEMPSEY VICE CHAIR 1.00 X 0 0 0 AMMAR HANAFI 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 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 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 BRIAN CABRERA MEMBER 1.00 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 106317 1 X 907796 907796 FELLOWS PROGRAM 611430 394090 394090 394090 17443 17443 96015 5442 90573 90573 90573 127467 40741 86726 86726 MISCELLANEOUS INCOME 611430 19200 19200 19200 1515828 413290 0 194742 X 195420 127023 19542 48855 437298 241437 129873 65988 75389 45153 17235 13001 42433 25835 8105 8493 45619 28556 8518 8545 17224 17224 410214 261664 99495 49055 5437 3721 861 855 52690 33340 8284 11066 68909 59320 9452 137 4585 2853 900 832 5060 3150 990 920 PROGRAM MEETINGS/SERVIC 152876 105978 4950 41948 SUPPLIES 33533 20626 5660 7247 BOOK/SUBSCRIPTION/MEMBE 11247 1302 9945 0 TELEPHONE/FAX 10042 6058 2272 1712 -5524 -7544 9485 -7465 1562452 958472 352791 251189 340599 435000 1108502 203404 259982 375582 207522 272212 60015 83640 77174 72920 8839 4254 858479 1345412 9491 6412 2853429 2725916 155309 181145 380125 332610 535434 513755 X 2300243 1847959 17752 364202 2317995 2212161 2853429 2725916 X -46624 -59212 2 X X 0 1 X 1 0 X 710199 263070 1591588 1034689 907796 4507342 710199 263070 1591588 1034689 907796 4507342 1303902 3203440 22078 25468 25584 10982 17443 101555 102300 85145 124440 146667 458552 5067449 1377386 0.63220 0.61080 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 63406 61262 2144 13768 11658 2110 4254 COMMUNITY FOUNDATION FUND 1345412 F 1345412 X 1521077 -59212 23720 -35492 1556569 -40741 -40741 1515828 1626911 23720 40741 64461 1562450 2 2 1562452 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, 2015. THE ORGANIZATION IS NO LONGER SUBJECT TO EXAMINATIONS BY U.S. AND STATE TAXING AUTHORITIES FOR YEARS PRIOR TO APRIL 30, 2013 AND 2012, RESPECTIVELY. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSES -40,741. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSE 40,741. PART XII, LINE 4B - OTHER ADJUSTMENTS: ROUNDING 2. EXEMPLARY LEADER DINNER 127467 127467 4675 29140 3500 3426 127467 127467 4675 29140 3500 3426 40741 86726 X X X X X 0 0 0 0 0 0 0 1 0 CHRIS BLOCK CEO/MEMBER 170420 0 25000 0 0 0 0 0 0 0 195420 0 0 0 PART I, LINE 7 THE CEO RECEIVED A BONUS OF $25,000. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS REVIEWED BY THE AUDIT COMMITTEE PRIOR TO SUBMISSION. 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 DIRECOR 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 5, 2015 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 79,958. MANAGEMENT AND GENERAL EXPENSES 11,985. FUNDRAISING EXPENSES 47,250. TOTAL EXPENSES 139,193. AUDIT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 18,456. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 18,456. PAYROLL SERVICE FEES: PROGRAM SERVICE EXPENSES 1,814. MANAGEMENT AND GENERAL EXPENSES 828. FUNDRAISING EXPENSES 515. TOTAL EXPENSES 3,157. OTHER: PROGRAM SERVICE EXPENSES 57,523. MANAGEMENT AND GENERAL EXPENSES 68,226. FUNDRAISING EXPENSES 1,290. TOTAL EXPENSES 127,039. PROGRAM DIRECTOR: PROGRAM SERVICE EXPENSES 122,369. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 122,369. FORM 990, PART XI, LINE 9: ROUNDING 2. 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.