2013-03-13T12:24:20-05:00 2012-04-30 263839190 BURR PILGER MAYER INC 60 SOUTH MARKET STREET SUITE 800 SAN JOSE CA 95113 990 2011-05-01 943092396 AMERICAN LEADERSHIP FORUM - SILICON VALLEY AMER 4085542000 30 E SANTA CLARA STREET NO 360 SAN JOSE CA 951131845 CHRIS BLOCK 4085542000 2012-03-06 1 MICHAEL STEPHEN SCHAFFER P00210063 4089616300 2013-03-04 2011 2016-02-25 16:41:14Z X CHRIS BLOCK 30 E SANTA CLARA STREET NO 360 SAN JOSE CA 951131845 475378 0 7081 X HTTP://WWW.ALFSV.ORG X 2000 CA ALF IS DEDICATED TO BUILDING A BETTER SILICON VALLEY COMMUNITY BY JOINING AND STRENGTHENING LEADERS TO SERVE THE COMMON GOOD. 21 20 7 21 0 0 175683 263070 202077 180400 39300 33108 84608 -1200 501668 475378 0 0 0 0 696218 781680 0 0 168911 569907 654818 1266125 1436498 -764457 -961120 3037724 2270444 277604 460739 2760120 1809705 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 355762 0 178625 THE ORGANIZATION PROVIDES EDUCATION AND TRAINING TO LEADERS FROM PRIVATE, PLUBLIC AND NON-PROFIT SECTORS THROUGH THE FELLOWS PROGRAM. 701685 0 1775 THE ORGANIZATION PROVIDES EDUCATION, TRAINING AND COLLABORATIVE OPPORTUNITIES THROUGH THE SENIOR FELLOWS PROGRAM. 1057447 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 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 23 0 1 7 1 0 0 0 0 0 0 0 0 0 0 X 21 20 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 1 0 0 CA X ANDREA FAISS 4085542006 30 E SANTA CLARA STREET SUITE 360 SAN JOSE CA 951131845 RANDY POND 1.00 X 0 0 0 MELANIE ARON 1.00 X 0 0 0 CHRIS BLOCK 45.00 X X 205000 0 0 JIM CUNNEEN 1.00 X 0 0 0 NEAL DEMPSEY 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 1.00 X 0 0 0 ROLANDA PIERRE-DIXON 1.00 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 MARK RITCHIE 1.00 X 0 0 0 DEBORAH BARBER 1.00 X 0 0 0 CONNIE MARTINEZ 1.00 X 0 0 0 WEBB MCKINNEY 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 205000 0 0 1 0 1 0 0 263070 263070 FELLOWS PROGRAM 611430 178625 178625 SENIOR FELLOWS PROGRAM 611430 1775 1775 180400 25468 25468 7640 0 7640 7640 7640 AMORTIZATION OF DISCOU 611430 -1200 -1200 -1200 475378 180400 0 31908 205000 143500 20500 41000 460757 302441 106460 51856 73389 52997 8976 11416 42534 27782 8492 6260 7047 4933 1107 1007 51234 35864 8049 7321 18017 18017 123942 122926 532 484 4197 4140 30 27 30884 20932 2318 7634 24250 18803 2533 2914 61782 43248 9706 8828 45870 45043 406 421 21 15 3 3 3647 2553 573 521 8556 7342 636 578 TRAINING/DEVELOPMENT/RE 71240 66626 1906 2708 PROGRAM DIRECTOR (CONTR 58638 58638 0 0 MEALS/ENTERTAINMENT 38453 36033 641 1779 BAD DEBTS 21482 0 21482 0 85558 63631 15790 6137 1436498 1057447 210140 168911 524247 299181 604447 305362 62802 167501 75239 116179 58428 70443 68054 61143 4733 6911 1707828 1304867 3037724 2270444 103146 139744 174458 320995 277604 460739 X 2473112 1691553 287008 118152 2760120 1809705 3037724 2270444 X -961120 10705 X X 0 1 1 X 0 X 1274933 2026084 870263 710199 263070 5144549 265805 270837 195765 208071 180400 1120878 1540738 2296921 1066028 918270 443470 6265427 0 269553 2046899 916898 612564 155000 4000914 269553 2046899 916898 612564 155000 4000914 2264513 50918 33930 34070 22078 25468 166464 50918 33930 34070 22078 25468 166464 118750 89100 134172 102300 444322 1710406 2419951 1234270 1042648 468938 6876213 0.32930 0.34520 0.02420 0.03220 X SCHEDULE A, PART II, LINE 12, EXPLANATION OF OTHER INCOME: FUNDRAISING ACTIVITIES RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 56922 53101 3821 11132 8042 3090 6911 COMMUNITY FOUNDATION FUND 1304867 F 1304867 475378 1436498 -961120 10705 10705 -950415 486083 10705 10705 475378 0 475378 1436498 0 1436498 0 1436498 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: 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 23701(D) OF THE CALIFORNIA REVENUE 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, 2012. X X X X X 0 0 0 0 0 0 0 1 0 CHRIS BLOCK 175000 0 30000 0 0 0 0 0 0 0 205000 0 0 0 PART I, LINE 7 THE CEO RECEIVED A $30,000 BONUS. CHONG PARK SERVES ON THE BOARD OF THE SILICON VALLEY COMMUNITY FOUNDATION VALUE OF INVESTMENTS 0 IVONNE MONTES DE OCA SERVES ON THE BOARD OF THE SILICON VALLEY COMMUNITY FOUNDATION VALUE OF INVESTMENTS 0 FORM 990, PART VI, SECTION A, LINE 2 CHRIS BLOCK IS CEO, A PAID STAFF POSITION, AND A MEMBER OF THE BOARD OF AMERICAN LEADERSHIP FORUM - SILICON VALLEY. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS REVIEWED BY THE CHIEF OPERATING OFFICER. 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 15A 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: JULY, 2012. 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 10,705. OVERSIGHT OF THE ANNUAL AUDIT FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.