TREASURER

2012-05-15T13:23:08-05:00 2011-06-30 BURR PILGER MAYER INC 60 SOUTH MARKET STREET SUITE 80 SAN JOSE CA 95113 990 2010-07-01 942862793 LOS ALTOS EDUCATIONAL FOUNDATION LOSA 6505590445 201 COVINGTON ROAD LOS ALTOS CA 94024 RICK ALTINGER TREASURER 6502791925 2012-05-11 1 JAMES A MARTIN 4089616300 2012-05-11 2010 2016-02-24 21:20:13Z SHOBANA GUBBI 201 COVINGTON ROAD LOS ALTOS CA 94024 2817627 0 X N/A X 1982 CA IMPROVING STUDENT EDUCATION 28 0 1 0 0 0 2282555 2803501 0 0 28448 14126 0 0 2311003 2817627 1810000 2350000 0 0 79898 83917 0 0 46466 84953 103538 1974851 2537455 336152 280172 1939005 2222686 0 0 1939005 2222686 X EE 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 2350000 2350000 2803501 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. 2350000 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 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 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 1 1 0 0 CA X RICK ALTINGER 6505590445 201 COVINGTON ROAD LOS ALTOS CA 94024 SHOBANA GUBBI EXECUTIVE DIRECTOR 40.00 X X 77778 0 0 STEPHANIE TOWELL DATABASE CHAIRMAN 2.00 X X 0 0 0 MARCIA CHMYZ VICE PRESIDENT 2.00 X X 0 0 0 KRISTINE BARDMAN PRESIDENT 5.00 X X 0 0 0 JOE SEITHER PRESIDENT 5.00 X X 0 0 0 RICK ALTINGER 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 LAUREL IVERSON 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 KATIE ROPER BOARD MEMBER 2.00 X 0 0 0 SUSAN STARK BOARD MEMBER 2.00 X 0 0 0 ROD FALLOW BOARD MEMBER 2.00 X 0 0 0 JENNIFER CARLSTROM BOARD MEMBER 2.00 X 0 0 0 MARY HALEY JONAS BOARD MEMBER 2.00 X 0 0 0 NIKKI SELDEN BOARD MEMBER 2.00 X 0 0 0 DEBBY HASLEM BOARD MEMBER 2.00 X 0 0 0 MARILYN STANLEY 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 LESLIE BOSSET BOARD MEMBER 2.00 X 0 0 0 BROOKE SCHILLER BOARD MEMBER 2.00 X 0 0 0 77778 0 0 0 0 0 0 0 2803501 2803501 14126 14126 2817627 0 0 14126 2350000 2350000 77778 77778 6139 6139 10150 10150 13265 13265 3568 3568 6675 6675 BANK FEES 26942 26942 HONOR ROLL EXPENSES 19524 19524 MARKETING 18199 18199 MEETING COSTS 2235 2235 PAYROLL FEES 1636 1636 1344 1344 2537455 2350000 140989 46466 1371693 1651865 567312 567312 3568 59 0 3509 1939005 2222686 0 0 X 673350 671647 698343 983727 567312 567312 1939005 2222686 1939005 2222686 X 280172 3509 X 0 1 1 X 0 X 1954909 2087717 2052309 2282555 2803501 11180991 1954909 2087717 2052309 2282555 2803501 11180991 11180991 118426 99316 85396 28448 14126 345712 11526703 0.97000 0.96040 X 567312 14126 14126 567312 567312 28448 28448 567312 0 0 3568 59 3509 3509 2817627 2537455 280172 3509 3509 283681 2817627 0 2817627 0 2817627 2533946 0 2533946 3509 3509 2537455 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. SCHEDULE D, PAGE 4, PART XIII, LINE 4B - BOOK/TAX DEPRECIATION DIFFERENCE 1 LOS ALTOS SCHOOL DISTRICT 201 COVINGTON ROAD LOS ALTOS CA 94024 2350000 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 3,509. TOTAL TO FORM 990, PART XI, LINE 5: 3,509.