2012-03-30T18:38:41-05:00 2011-04-30 BURR PILGER MAYER INC 60 SOUTH MARKET STREET SUITE 800 SAN JOSE CA 95113 990 2010-05-01 943092396 AMERICAN LEADERSHIP FORUM - SILICON VALLEY AMER 4085542000 1171 HOMESTEAD ROAD NO 220 SANTA CLARA CA 950505485 CHRIS BLOCK 4085542000 2012-03-30 1 MICHAEL STEPHEN SCHAFFER 4089616300 2012-03-29 2010 2016-02-24 21:20:13Z CHRIS BLOCK 1171 HOMESTEAD ROAD SUITE 220 SANTA CLARA CA 950505485 533085 0 7081 X HTTP://WWW.ALFSV.ORG X 2000 CA 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. 19 18 7 23 0 0 238287 175683 195765 202077 150040 39300 78960 84608 663052 501668 0 0 0 0 686833 696218 0 0 178779 759398 569907 1446231 1266125 -783179 -764457 3647446 3037724 276452 277604 3370994 2760120 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 290739 0 202077 THE ORGANIZATION PROVIDES EDUCATION AND TRAINING TO LEADERS FROM PRIVATE, PLUBLIC AND NON-PROFIT SECTORS THROUGH THE FELLOWS PROGRAM. 551784 0 2401 THE ORGANIZATION PROVIDES EDUCATION, TRAINING AND COLLABORATIVE OPPORTUNITIES THROUGH THE SENIOR FELLOWS PROGRAM. 842523 1 1 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 0 0 0 0 0 0 0 0 0 0 0 1 16 0 1 7 1 0 0 0 0 0 0 0 0 X 19 18 1 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0 0 1 1 0 CA X ANDREA FAISS 4085542006 1171 HOMESTEAD ROAD SUITE 220 SANTA CLARA CA 95050 MELANIE ARON 1.00 X 0 0 0 DEBORAH BARBER 1.00 X 0 0 0 CHRIS BLOCK 1.00 X X X 200000 0 0 JIM CUNEEN 1.00 X 0 0 0 SPARKY HARLAN 1.00 X 0 0 0 MARIE OH HUBER 1.00 X 0 0 0 MARK JENSEN 1.00 X 0 0 0 MARC JONES 1.00 X 0 0 0 CAROL LARSON 1.00 X 0 0 0 CONNIE MARTINEZ 1.00 X 0 0 0 WEBB MCKINNEY 1.00 X 0 0 0 KATHY MEIER MCCARTHY 3.00 X X 0 0 0 IVONNE MONTES DE OCA 1.00 X 0 0 0 CS PARK 3.00 X X 0 0 0 RANDY POND 3.00 X X 0 0 0 MARK RITCHIE 1.00 X 0 0 0 KAREN RUDOLPH 1.00 X 0 0 0 HERMELINDA SAPIEN 1.00 X 0 0 0 STEPHEN SMITH 1.00 X 0 0 0 LISA SONSINI 1.00 X 0 0 0 QUINN TRAN 1.00 X 0 0 0 GREGORY GALLO 1.00 X 0 0 0 LUTHER JACKSON 1.00 X 0 0 0 OLIVIA SOZA-MENDIOLA 1.00 X 0 0 0 200000 0 0 1 0 1 0 0 500 175183 500 175683 FELLOWS PROGRAM 611430 201277 201277 SENIOR FELLOWS PROGRAM 611430 800 800 202077 22078 22078 17984 762 17222 17222 -762 17984 102300 500 30655 71645 71645 AMORTIZATION OF DISCOU 611430 9800 9800 MISCELLANEOUS INCOME 611430 3163 3163 12963 501668 204478 0 121507 200000 140000 20000 40000 363066 183051 119374 60641 88971 58244 13926 16801 44181 24934 11112 8135 32212 32212 9479 9479 248068 243712 2370 1986 5442 5442 26971 15961 3846 7164 11380 9114 877 1389 53257 25772 9770 17715 33000 30676 2085 239 5888 3382 1193 1313 8403 6897 717 789 TRAINING 67233 46919 5764 14550 MEALS/FOOD 34123 11309 2797 20017 FRAMEWORK 24750 24750 SUBSCRIPTIONS & MEMBERS 11051 1580 9426 45 UTILITIES 10510 4787 4135 1588 -11860 5993 5219 -23072 1266125 842523 244823 178779 1255005 524247 714365 604447 624283 62802 20333 75239 62177 58428 97625 92892 9190 4733 962093 1707828 3647446 3037724 138670 103146 137782 174458 276452 277604 X 2567163 2473112 803831 287008 3370994 2760120 3647446 3037724 X -764457 153583 X 0 1 1 X 0 X 304794 1274933 2026084 870263 710199 5186273 195384 265805 270837 195765 202077 1129868 500178 1540738 2296921 1066028 912276 6316141 0 269553 2046899 916898 612564 3845914 269553 2046899 916898 612564 3845914 2470227 89365 50918 33930 34070 22078 230361 89365 50918 33930 34070 22078 230361 164850 118750 89100 134172 102300 609172 754393 1710406 2419951 1234270 1036654 7155674 0.34520 0.34330 0.03220 0.04390 X SCHEDULE A, PART II, LINE 12, EXPLANATION OF OTHER INCOME: FUNDRAISING ACTIVITIES RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 68584 65642 2942 29041 27250 1791 4733 COMMUNITY FOUNDATION FUND 1707828 F 1707828 501668 1266125 -764457 153581 8307 -8305 153583 -610874 1212230 153581 8307 556174 718062 494168 7500 7500 501668 1305848 8307 31417 39724 1266124 1 1 1266125 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: EFFECTIVE MAY 1, 2010, THE ORGANIZATION ADOPTED ACCOUNTING FOR UNCERTAINTY IN INCOME TAX GUIDANCE. THE ADOPTION OF SUCH GUIDANCE HAD NO IMPACT ON THE ORGANIZATION'S FINANCIAL STATEMENTS AS MANAGEMENT HAS CONCLUDED THERE ARE NO UNCERTAIN TAX POSITIONS AT APRIL 30, 2011. PART XI, LINE 8 - OTHER ADJUSTMENTS: VALUE OF DONATED SERVICES EXPENSED -8,307. ROUNDING 2. PART XII, LINE 2D - OTHER ADJUSTMENTS: NET ASSETS RELEASED FROM RESTRICTIONS 524,757. EXPENSES OF EXEMPLARY LEADER EVENT/GALA 30,655. LOSS ON FIXED ASSET DISPOSAL 762. PART XII, LINE 4B - OTHER ADJUSTMENTS: TEMPORARILY RESTRICTED CONTRIBUTIONS FROM INDIVIDUALS & FOUNDATIONS 7,500. PART XIII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES OF EXEMPLARY LEADER EVENT/GALA 30,655. LOSS ON FIXED ASSET DISPOSITION 762. PART XIII, LINE 4B - OTHER ADJUSTMENTS: ROUNDING 1. EXEMPLARY LEADER EVENT/GALA 102800 500 102300 6970 21072 2613 102800 500 102300 6970 21072 2613 30655 71645 0 0 0 0 0 0 0 0 0 CHRIS BLOCK 170000 0 30000 0 0 0 0 0 0 0 200000 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBER CHRIS BLOCK IS THE CEO OF AMERICAN LEADERSHIP FORUM - SILICON VALLEY (ALF). BOARD MEMBER GREG GALLO IS AN ATTORNEY WHOSE LAW FIRM PROVIDES PRO BONO LEGAL SERVICES TO ALF. BOARD VICE CHAIR KATHY MEIER IS AN ATTORNEY, WHOSE FORMER FIRM HOGE, FENTON, JONES & APPEL PROVIDED PRO BONO LEGAL SERVICES TO ALF. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS REVIEWED BY THE VICE PRESIDENT OF PROGRAMS AND THE CEO PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS FOR DETERMINING COMPENSATION OF THE CEO, EXECUTIVE DIRECOR 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: 9/1/2010 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: 153,581. DONATED SERVICES AND USE OF FACILITIES: 8,307. VALUE OF DONATED SERVICES EXPENSED -8,307. ROUNDING 2. TOTAL TO FORM 990, PART XI, LINE 5: 153,583.