2014-02-21T17:27:15-06:00 2013-04-30 263839190 BURR PILGER MAYER INC 60 SOUTH MARKET STREET SUITE 800 SAN JOSE CA 95113 990 2012-05-01 943092396 AMERICAN LEADERSHIP FORUM - SILICON VALLEY AMER 4085542000 30 E SANTA CLARA STREET NO 360 SAN JOSE CA 95113 CHRIS BLOCK 4085542000 2014-02-05 1 MICHAEL STEPHEN SCHAFFER P00210063 4089616300 2014-02-05 2012 2015-11-30 17:44:51Z CHRIS BLOCK 30 E SANTA CLARA STREET SUITE 360 SAN JOSE CA 95113 2006582 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. 18 18 8 18 0 0 263070 1591588 180400 272284 33108 51711 26471 51124 503049 1966707 0 0 0 0 781680 869441 0 0 158431 654817 638217 1436497 1507658 -933448 459049 2270444 2654259 460739 340423 1809705 2313836 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 338110 272284 THE ORGANIZATION PROVIDES EDUCATION AND TRAINING TO LEADERS FROM PRIVATE, PLUBLIC AND NON-PROFIT SECTORS THROUGH THE FELLOWS PROGRAM. 778525 THE ORGANIZATION PROVIDES EDUCATION, TRAINING AND COLLABORATIVE OPPORTUNITIES THROUGH THE SENIOR FELLOWS PROGRAM. 1116635 1 1 0 0 0 0 0 0 0 0 1 1 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 1 8 1 0 0 0 0 0 0 0 0 X 18 18 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 RANDY POND 1.00 X 0 0 0 MELANIE ARON 1.00 X 0 0 0 CHRIS BLOCK 45.00 X X 200250 0 0 NEAL DEMPSEY 1.00 X 0 0 0 JIM CUNNEEN 1.00 X 0 0 0 SPARKY HARLAN 1.00 X 0 0 0 MARIE OH HUBER 1.00 X 0 0 0 LUTHER JACKSON 1.00 X 0 0 0 MARK JENSEN 1.00 X 0 0 0 MARC JONES 1.00 X 0 0 0 CAROL S LARSON 1.00 X 0 0 0 DAVE MILLS 1.00 X 0 0 0 IVONNE MONTES DE OCA 3.00 X 0 0 0 ROLANDA PIERRE-DIXON 3.00 X 0 0 0 KAREN RUDOLPH 1.00 X 0 0 0 CS PARK 1.00 X 0 0 0 LISA SONSINI 1.00 X 0 0 0 QUINN TRAN 1.00 X 0 0 0 AMMAR HANAFI 1.00 X 0 0 0 KATHY MCCARTHY 2.00 X 0 0 0 HERMELINDA SAPIEN 2.00 X 0 0 0 DOTTY HAYES 1.00 X 0 0 0 200250 0 0 1 0 1 0 OUTSIDE INSIGHTS LLC 63930 W QUAIL HAVEN DRIVE BEND OR 97701 PROGRAM DIRECTOR/WILDERNESS DIRECTOR 149489 1 X 9488 1582100 1591588 FELLOWS PROGRAM 611430 272284 272284 272284 21399 21399 31981 1669 0 -1669 31981 30312 30312 85145 38206 46939 46939 MISCELLANEOUS INCOME 611430 4185 4185 4185 1966707 272284 0 102835 X 201250 130813 20125 50312 535349 395359 93215 46775 76822 57332 8877 10613 56020 37988 11001 7031 256748 215051 32763 8934 20151 12210 6951 990 55831 38188 17979 -336 56845 49741 5348 1756 3328 2538 416 374 PROGRAM MEETINGS/SERVIC 130238 123547 380 6311 SUPPLIES 34862 30188 1262 3412 BAD DEBTS 22100 0 0 22100 TELEPHONE/FAX 14886 9432 4007 1447 43228 14248 30268 -1288 1507658 1116635 232592 158431 299181 68482 305362 612812 167501 914449 116179 43746 70443 54771 77405 64472 6911 12933 1304867 940612 0 6454 2270444 2654259 139744 128172 320995 212251 460739 340423 X 1691553 2304226 118152 9610 1809705 2313836 2270444 2654259 X 459049 45082 49264 -49264 X X 0 1 X 1 0 X 2026084 870263 710199 263070 1591588 5461204 2026084 870263 710199 263070 1591588 5461204 2998447 2462757 33930 34070 22078 25468 55896 171442 89100 134172 102300 85145 410717 6043363 1127357 0.40750 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 64395 53636 10759 13010 10836 2174 12933 COMMUNITY FOUNDATION FUND 940612 F 940612 X 2099259 45082 49264 94346 2004913 -38206 -38206 1966707 1595128 49264 38206 87470 1507658 0 1507658 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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, 2013. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSES -38,206. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSES 38,206. EXEMPLARY LEADER DINNER 85145 85145 5970 20364 2040 9832 0 85145 85145 5970 20364 2040 9832 38206 46939 X X X X X 0 0 0 0 0 0 0 1 0 CHRIS BLOCK 175000 0 25250 0 0 0 0 0 0 0 200250 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 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: 4/2013 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. NET GAIN REPORTED 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. OTHER FEES FORM 990, PART IX, LINE 11G CONSULTING FEES: PROGRAM SERVICE EXPENSES 215,051. MANAGEMENT AND GENERAL EXPENSES 32,763. FUNDRAISING EXPENSES 8,934. TOTAL EXPENSES 256,748. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: DONATED SERVICES (EXPENSES) -49,264. OVERSIGHT OF AUDIT OF THE FINANCIAL STATEMENTS 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.