TREASURER

2013-05-15T17:35:41-05:00 2012-06-30 263839190 BURR PILGER MAYER INC 60 SOUTH MARKET STREET SUITE 80 SAN JOSE CA 95113 990 2011-07-01 942862793 LOS ALTOS EDUCATIONAL FOUNDATION LOSA 6505590445 201 COVINGTON ROAD LOS ALTOS CA 94024 NANCY F TREASURER 6505590445 2013-05-13 1 JAMES A MARTIN P00636433 4089616300 2013-05-13 2011 2016-02-24 21:20:13Z SHOBANA GUBBI 201 COVINGTON ROAD LOS ALTOS CA 94024 3091400 0 X N/A X 1982 CA IMPROVING STUDENT EDUCATION 28 28 1 75 0 0 2803501 3083107 0 0 14126 8293 0 0 2817627 3091400 2350000 2555000 0 0 83917 84193 0 0 47382 103538 98969 2537455 2738162 280172 353238 2222686 2577610 0 0 2222686 2577610 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 HELPS IMPROVE THE OVERALL EDUCATION OF STUDENTS IN THE LOS ALTOS SCHOOL DISTRICT. 0 0 2555000 2555000 3083107 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. 2555000 1 0 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 0 1 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 28 28 0 0 0 0 0 0 0 1 1 0 0 1 0 0 1 1 0 0 CA X NANCY F 6505590445 201 COVINGTON ROAD LOS ALTOS CA 94024 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 78000 0 0 0 0 0 0 0 3083107 3083107 8293 8293 3091400 0 0 8293 2555000 2555000 78000 78000 6193 6193 10400 10400 8447 8447 2400 2400 781 781 BANK FEES 27636 27636 HONOR ROLL EXPENSES 19746 19746 PRINTING COSTS 12291 12291 MARKETING 9163 9163 8105 8105 2738162 2555000 135780 47382 1651865 2005103 567312 567312 5968 773 3509 5195 2222686 2577610 0 0 X 671647 676244 983727 1334054 567312 567312 2222686 2577610 2222686 2577610 X 353238 1686 X X 0 1 1 X 0 X 2087717 2052309 2282555 2803501 3083107 12309189 2087717 2052309 2282555 2803501 3083107 12309189 12309189 99316 85396 28448 14126 8293 235579 12544768 0.98120 0.97000 X 567312 8293 8293 567312 567312 14126 14126 567312 567312 28448 28448 567312 567312 85396 85396 567312 0 0 3568 773 2795 2400 2400 5195 3091400 2738162 353238 1686 1686 354924 3091400 0 3091400 0 3091400 2736476 0 2736476 1686 1686 2738162 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 1 LOS ALTOS SCHOOL DISTRICT 201 COVINGTON ROAD LOS ALTOS CA 94024 2555000 TO SUPPLEMENT THE CUTBACKS IN STATE FUNDING. 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: BOOK/TAX DEPRECIATION ADJUSTMENT 1,686. TOTAL TO FORM 990, PART XI, LINE 5: 1,686. FORM 990 - PART XII, LINE 2C NO CHANGES FROM PRIOR YEARS.