LOS ALTOS EDUCATIONAL FOUNDATION: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- LOS ALTOS EDUCATIONAL FOUNDATION (EIN 94-2862793)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-15
- IRS object ID
- 201341359349309019
- Schema version
- 2011v1.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-15T17:35:41-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 263839190 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BURR PILGER MAYER INC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 SOUTH MARKET STREET SUITE 80 | AddressLine1 |
| City | SAN JOSE | City |
| State | CA | State |
| ZIP Code | 95113 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 942862793 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOS ALTOS EDUCATIONAL FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LOSA | NameControl |
| Phone | 6505590445 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 COVINGTON ROAD | AddressLine1 |
| City | LOS ALTOS | City |
| State | CA | State |
| ZIP Code | 94024 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | NANCY F | Name |
| Title | TREASURER | Title |
| Phone | 6505590445 | Phone |
| Date Signed | 2013-05-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES A MARTIN | Name |
| PTIN | P00636433 | PTIN |
| Phone | 4089616300 | Phone |
| Date Prepared | 2013-05-13 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | SHOBANA GUBBI | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 COVINGTON ROAD | AddressLine1 |
| City | LOS ALTOS | City |
| State | CA | State |
| ZIP Code | 94024 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 3091400 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | N/A | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1982 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | IMPROVING STUDENT EDUCATION | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 28 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 28 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1 | TotalNbrEmployees |
| Total Nbr Volunteers | 75 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2803501 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 3083107 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 14126 | InvestmentIncomePriorYear |
| Investment Income Current Year | 8293 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2817627 | TotalRevenuePriorYear |
| Total Revenue Current Year | 3091400 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 2350000 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 2555000 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 83917 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 84193 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 47382 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 103538 | OtherExpensePriorYear |
| Other Expenses Current Year | 98969 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2537455 | TotalExpensesPriorYear |
| Total Expenses Current Year | 2738162 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 280172 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 353238 | RevenuesLessExpensesCY |
| Total Assets BOY | 2222686 | TotalAssetsBOY |
| Total Assets EOY | 2577610 | TotalAssetsEOY |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 2222686 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 2577610 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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 HELPS IMPROVE THE OVERALL EDUCATION OF STUDENTS IN THE LOS ALTOS SCHOOL DISTRICT. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 2555000 | Expense |
| Grants | 2555000 | Grants |
| Revenue | 3083107 | Revenue |
| Description | 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. | Description |
| Total Program Service Expense | 2555000 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 1 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 1 | NumberOfEmployees |
| Employment Tax Returns Filed | 0 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 28 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 28 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicy |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NANCY F | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6505590445 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 COVINGTON ROAD | AddressLine1 |
| City | LOS ALTOS | City |
| State | CA | State |
| ZIP Code | 94024 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (27 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| SHOBANA GUBBI | ||||||
| EXECUTIVE DIRECTOR | 40.00 | X | X | 78000 | 0 | 0 |
| MARILYN STANLEY | ||||||
| VICE PRESIDENT | 2.00 | X | X | 0 | 0 | 0 |
| KRISTINE BARDMAN | ||||||
| PRESIDENT | 5.00 | X | X | 0 | 0 | 0 |
| BROOKE SCHILLER | ||||||
| PRESIDENT | 5.00 | X | X | 0 | 0 | 0 |
| NANCY F | ||||||
| TREASURER | 2.00 | X | X | 0 | 0 | 0 |
| LISA CUPPETT | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| FRANK BRUCATO | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| JENNIFER WALKER | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| STACY PENA | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| MATT ABRAHAMS | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| ANJANA NAGARAJAN-BUTANEY | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| KRISTINE BARDMAN | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| JENNIFER MACK | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| RICK ALTINGER | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| JENNIFER CARLSTROM | ||||||
| SECRETARY | 2.00 | X | 0 | 0 | 0 | |
| MARY HALEY JONAS | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| KEVIN MELIA | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| DEBBY HASLEM | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| SUSAN LONGYEAR | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| SANDRA BARNETT-BROOK | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| JOHN MAHLMEISTER | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| JIM MARTIN | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| TANYA CAPPUANO | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| ALAN CYRON | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| ZOE CONROY | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| ERIKA SHAPIRO | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| JANE CHIANG | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 78000 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 3083107 | AllOtherContributions |
| Total Contributions | 3083107 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 8293 | TotalRevenueColumn |
| Exclusion | $8,293 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3091400 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $8,293 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2555000 | Total |
| Program Services | 2555000 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 78000 | Total |
| Management And General | 78000 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6193 | Total |
| Management And General | 6193 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10400 | Total |
| Management And General | 10400 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8447 | Total |
| Management And General | 8447 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2400 | Total |
| Management And General | 2400 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 781 | Total |
| Management And General | 781 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | FundraisingFundraising | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| BANK FEES | 27636 | 27636 | |
| HONOR ROLL EXPENSES | 19746 | 19746 | |
| PRINTING COSTS | 12291 | 12291 | |
| MARKETING | 9163 | 9163 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8105 | Total |
| Management And General | 8105 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2738162 | Total |
| Program Services | 2555000 | ProgramServices |
| Management And General | 135780 | ManagementAndGeneral |
| Fundraising | 47382 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1651865 | BOY |
| EOY | 2005103 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 567312 | BOY |
| EOY | 567312 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 5968 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 773 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3509 | BOY |
| EOY | 5195 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2222686 | BOY |
| EOY | 2577610 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 671647 | BOY |
| EOY | 676244 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 983727 | BOY |
| EOY | 1334054 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 567312 | BOY |
| EOY | 567312 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2222686 | BOY |
| EOY | 2577610 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2222686 | BOY |
| EOY | 2577610 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 353238 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 1686 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2087717 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2052309 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2282555 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2803501 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3083107 | CurrentTaxYear |
| Total | 12309189 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2087717 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2052309 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2282555 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2803501 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3083107 | CurrentTaxYear |
| Total | 12309189 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 12309189 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 99316 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 85396 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 28448 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 14126 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8293 | CurrentTaxYear |
| Total | 235579 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 12544768 | TotalSupport |
| Public Support Pertcentage170 | 0.98120 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.97000 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 567312 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 8293 | InvestmentEarningsOrLosses |
| Administrative Expenses | 8293 | AdministrativeExpenses |
| End Of Year Balance | 567312 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 567312 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 14126 | InvestmentEarningsOrLosses |
| Administrative Expenses | 14126 | AdministrativeExpenses |
| End Of Year Balance | 567312 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 567312 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 28448 | InvestmentEarningsOrLosses |
| Administrative Expenses | 28448 | AdministrativeExpenses |
| End Of Year Balance | 567312 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 567312 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 85396 | InvestmentEarningsOrLosses |
| Administrative Expenses | 85396 | AdministrativeExpenses |
| End Of Year Balance | 567312 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3568 | OtherCostOrOtherBasis |
| Depreciation | 773 | Depreciation |
| Book Value | 2795 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2400 | OtherCostOrOtherBasis |
| Book Value | 2400 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 5195 | TotalOfBookValueLandBuildings |
| Total Revenue | 3091400 | TotalRevenue |
| Total Expenses | 2738162 | TotalExpenses |
| Excess Or Deficit For Year | 353238 | ExcessOrDeficitForYear |
| Other | $1,686 | OtherAmount |
| Total Adjustments | 1686 | TotalAdjustments |
| Excess Or Deficit Per FS | 354924 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 3091400 | TotRevenueEtcAuditedFinclStmt |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 3091400 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 3091400 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 2736476 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 2736476 | ExpensesSubtotal |
| Other Expenses Not Included | 1686 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 1686 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 2738162 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | 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. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | BOOK/TAX DEPRECIATION ADJUSTMENT 1,686. | |
| SCHEDULE D, PAGE 4, PART XIII, LINE 4B - BOOK/TAX DEPRECIATION DIFFERENCE |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOS ALTOS SCHOOL DISTRICT | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 COVINGTON ROAD | AddressLine1 |
| City | LOS ALTOS | City |
| State | CA | State |
| ZIP Code | 94024 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount Of Cash Grant | 2555000 | AmountOfCashGrant |
| Purpose Of Grant | TO SUPPLEMENT THE CUTBACKS IN STATE FUNDING. | PurposeOfGrant |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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 IS REVIEWING THE ENTITIES FORM 990 IS ENCOURAGE TO CONATCT 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 CONATCTING THE EXECUTIVE DIRECTOR TO REQUEST A TIME DURING NORMAL BUSINESS HOURS TO REVIEW THE REQUESTED INFORMATION. | |
| FORM 990, PART XI, LINE 5: | BOOK/TAX DEPRECIATION ADJUSTMENT 1,686. TOTAL TO FORM 990, PART XI, LINE 5: 1,686. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990 - PART XII, LINE 2C | NO CHANGES FROM PRIOR YEARS. |
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