CO-PRESIDENT

2014-05-15T14:20:50-05:00 2013-06-30 942702860 JOHANSON AND YAU ACCOUNTANCY CORP 160 WEST SANTA CLARA ST SUITE 900 SAN JOSE CA 95113 990 2012-07-01 942862793 LOS ALTOS EDUCATIONAL FOUNDATION LOSA 6505590445 201 COVINGTON ROAD LOS ALTOS CA 94024 BROOKE SCHILLER CO-PRESIDENT 6505590445 2014-05-12 1 SARA KELLEY P00957375 4082885111 2012 2015-11-30 17:44:51Z AUDREY CROWLEY 201 COVINGTON ROAD LOS ALTOS CA 94024 2919836 0 X N/A X 1982 CA IMPROVING STUDENT EDUCATION 27 27 1 10 0 0 3083107 2916074 0 0 8293 3762 0 0 3091400 2919836 2555000 3000000 0 0 84193 86267 0 0 22208 98969 84569 2738162 3170836 353238 -251000 2577610 2323496 0 0 2577610 2323496 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 3000000 3000000 2916074 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 3000000 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 27 27 0 0 0 0 0 0 0 1 1 0 0 1 0 0 1 1 0 0 CA X KRISTINE BARDMAN 6505590445 201 COVINGTON ROAD LOS ALTOS CA 94024 SHOBANA GUBBI EXECUTIVE DIRECTOR 40.00 X X 80000 0 0 KRISTINE BARDMAN CO-PRESIDENT 6.50 X X 0 0 0 BROOKE SCHILLER CO-PRESIDENT 6.50 X X 0 0 0 MARILYN STANLEY VICE PRESIDENT 2.00 X X 0 0 0 NANCY FAZ TREASURER 2.00 X X 0 0 0 JENNIFER CARLSTROM SECRETARY 2.00 X 0 0 0 FRANK BRUCATO BOARD MEMBER 1.00 X 0 0 0 LISA CUPPETT BOARD MEMBER 1.00 X 0 0 0 JENNIFER WALKER BOARD MEMBER 1.00 X 0 0 0 DEBBY HASLEM BOARD MEMBER 1.00 X 0 0 0 JENNIFER MACK BOARD MEMBER 1.00 X 0 0 0 JIM MARTIN BOARD MEMBER 1.00 X 0 0 0 MATT ABRAHAMS BOARD MEMBER 1.00 X 0 0 0 ANJANA NAGARAJAN-BUTANEY BOARD MEMBER 1.00 X 0 0 0 RICK ALTINGER BOARD MEMBER 1.00 X 0 0 0 ALAN CYRON BOARD MEMBER 1.00 X 0 0 0 MARY HEALY JONAS BOARD MEMBER 1.00 X 0 0 0 ERIKA SHAPIRO BOARD MEMBER 1.00 X 0 0 0 SUSAN STARK BOARD MEMBER 1.00 X 0 0 0 STACY PENA BOARD MEMBER 1.00 X 0 0 0 SANDRA BARNETT-BROOK BOARD MEMBER 1.00 X 0 0 0 JOHN MAHLMEISTER BOARD MEMBER 1.00 X 0 0 0 KEVIN MELIA BOARD MEMBER 1.00 X 0 0 0 TANYA CAPUANO BOARD MEMBER 1.00 X 0 0 0 JANE CHIANG BOARD MEMBER 1.00 X 0 0 0 ZOE CONROY BOARD MEMBER 1.00 X 0 0 0 SUSAN LONGYEAR BOARD MEMBER 1.00 X 0 0 0 KRISTIN NAJARIAN BOARD MEMBER 1.00 X 0 0 0 JOE SEITHER BOARD MEMBER 1.00 X 0 0 0 ASTRID COLEMAN BOARD MEMBER 1.00 X 0 0 0 80000 0 0 0 0 0 0 0 2916074 2916074 3762 3762 2919836 0 0 3762 3000000 3000000 80000 80000 6267 6267 10650 10650 1735 1735 2805 2805 5245 5245 4559 4559 MARKETING 13603 13603 PRINTING COSTS 13432 13432 BANK FEES 13379 13379 HONOR ROLL EXPENSES 8516 8516 10645 10332 313 3170836 3000000 148628 22208 2005103 1751703 567312 567312 8368 3887 5195 4481 2577610 2323496 0 0 X 676244 678192 1334054 1077992 567312 567312 2577610 2323496 2577610 2323496 X -251000 -3114 X X 0 1 X 1 0 X 2052309 2282555 2803501 3083107 2916074 13137546 2052309 2282555 2803501 3083107 2916074 13137546 13137546 85396 28448 14126 8293 3762 140025 13277571 0.98950 0.98120 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 567312 3762 3762 567312 567312 8293 8293 567312 567312 14126 14126 567312 567312 28448 28448 567312 567312 85396 85396 567312 0 0 3568 1487 2081 4800 2400 2400 4481 2919836 0 2919836 0 2919836 3173950 3114 3114 3170836 0 3170836 PART XII, LINE 2D - OTHER ADJUSTMENTS: BOOK/TAX DEPRECIATION ADJUSTMENT PART X, LINE 2: FOR UNCERTAIN TAX POSITIONS, THE ORGANIZATION 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. MANAGEMENT BELIEVES THERE HAVE BEEN NO TAX POSITIONS TAKEN THAT WOULD BE CONSIDERED AN UNCERTAIN POSITION 1 LOS ALTOS SCHOOL DISTRICT 201 COVINGTON ROAD LOS ALTOS CA 94024 3000000 TO SUPPLEMENT THE CUTBACKS IN STATE FUNDING. 1 X X X X 0 0 0 0 0 0 0 0 0 SHOBANA GUBBI EXECUTIVE DIRECTOR 80000 0 0 0 0 0 0 0 0 0 80000 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 HIS / HER 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: BOOK/TAX DEPRECIATION ADJUSTMENT -3,114. FORM 990 - PART XII, LINE 2C NO CHANGES FROM PRIOR YEARS.