2024-12-11T14:55:22-06:00 2024-07-31 271155496 ROBERT LEE & ASSOCIATES LLP 999 W TAYLOR STREET STE A SAN JOSE CA 95126 990 2023-08-01 260820369 MENLO-ATHERTON HIGH SCHOOL FOUNDATION FOR THE FUTURE MENL 6503225311 PO BOX 1228 MENLO PARK CA 94026 JENNIFER ROBERTS TREASURER 6503225311 2024-12-11 1 1 NICHOLAS PETERSEN P01274743 4088556770 2023 2024-10-15 13:58:12Z JENNIFER ROBERTS PO BOX 1228 MENLO PARK CA 94026 3912898 0 X WWW.MAFOUNDATION.ORG X 1992 CA RAISE FUNDS TO SUPPORT EXCELLENCE IN EDUCATION AT MENLO-ATHERTON HIGH SCHOOL. 30 30 1 40 0 0 2724843 2317964 0 0 31371 136314 125249 0 2881463 2454278 1807855 1889329 0 0 163640 166067 0 0 73101 150210 82660 2121705 2138056 759758 316222 4655792 4535109 809392 42188 3846400 4492921 X THE MISSION OF THE FOUNDATION IS TO RAISE FUNDS FROM CURRENT AND ALUMNI FAMILIES, COMMUNITY MEMBERS, AND LOCAL FOUNDATIONS INTERESTED IN SUPPORTING EDUCATIONAL EXCELLENCE IN THEIR COMMUNITY. RATHER THAN SUPPLANTING LOCAL FUNDING, THE FOUNDATION'S GOAL IS TO FUND PROGRAMS WHICH WOULD OTHERWISE BE UNAVAILABLE DUE TO LIMITED FUNDING FOR PUBLIC EDUCATION. INITIATIVES FUNDED WITH THE GENEROUS SUPPORT OF THE COMMUNITY PROVIDE FOR CRITICAL EDUCATIONAL PROGRAMS AND STAFFING THAT BENEFIT EACH AND EVERY M-A STUDENT. 0 0 1889329 1889329 THE FOUNDATION GRANTS FUNDS TO ENSURE SMALLER CLASS SIZES AND OTHER CRITICAL PROGRAMS INCLUDING THE HOMEWORK AND WRITING CENTER, COUNSELORS, MENTAL HEALTH SUPPORTS, AND PROFESSIONAL DEVELOPMENT FOR TEACHERS. PROGRAMS FUNDED BENEFIT EACH AND EVERY M-A STUDENT. 1889329 1 1 0 1 0 0 0 0 0 1 0 0 1 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 3 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 X 30 30 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X THE ORGANIZATION 6503225311 PO BOX 1228 MENLO PARK CA 94026 STEVE CLARK EXECUTIVE COMMITTEE, VICE PRESIDENT 2.00 X 0 0 0 JENNIFER ROBERTS EXECUTIVE COMMITTEE, TREASURER 5.00 X 0 0 0 STEPHIE JOHNSON EXECUTIVE COMMITTEE, SECRETARY 2.00 X 0 0 0 LENA CHANE EXECUTIVE COMMITTEE, CO-PRESIDENT 2.00 X 0 0 0 SARA LESLIE EXECUTIVE COMMITTEE, CO-PRESIDENT 2.00 X 0 0 0 CELINE SANIE EXECUTIVE COMMITTEE, ANNUAL CAMPAIGN CHAIR 2.00 X 0 0 0 MICHELLE DE HAAFF AUDIT COMMITTEE CHAIR 1.00 X 0 0 0 BESS KENNEDY NOMINATIONS COMMITTEE CHAIR 1.00 X 0 0 0 JENNIFER BIRK INVESTMENT COMMITTEE CHAIR 1.00 X 0 0 0 MIKE LEMBERGER AUCTION CHAIR 1.00 X 0 0 0 CECILE AMRAM BOARD MEMBER 0.50 X 0 0 0 JASON BANKS BOARD MEMBER 0.50 X 0 0 0 ROB BENTLEY BOARD MEMBER 0.50 X 0 0 0 DANA CARMEL BOARD MEMBER 0.50 X 0 0 0 AMY COOLICAN BOARD MEMBER 0.50 X 0 0 0 CRAIG FALKENHAGEN BOARD MEMBER 0.50 X 0 0 0 TIFFANEY FOX QUINTANA BOARD MEMBER 0.50 X 0 0 0 JUD HOFFMAN BOARD MEMBER 0.50 X 0 0 0 SCOTT MARSHALL BOARD MEMBER 0.50 X 0 0 0 JULIA MOLISE BOARD MEMBER 0.50 X 0 0 0 KAREN PARK BOARD MEMBER 0.50 X 0 0 0 SAGAR PATEL BOARD MEMBER 0.50 X 0 0 0 ANDY PFLAUM BOARD MEMBER 0.50 X 0 0 0 KRISTA ROSA BOARD MEMBER 0.50 X 0 0 0 LISA ROTHSTEIN BOARD MEMBER 0.50 X 0 0 0 GABRIEL RUBINSKY BOARD MEMBER 0.50 X 0 0 0 LAURIE SCOTT BOARD MEMBER 0.50 X 0 0 0 DAN SIEGEL BOARD MEMBER 0.50 X 0 0 0 YEBHIN SONG BOARD MEMBER 0.50 X 0 0 0 MONICA TOMPKINS BOARD MEMBER 0.50 X 0 0 0 ANN-MARIE MEACHAM EXECUTIVE DIRECTOR 40.00 X 150306 0 7515 150306 0 7515 1 0 0 0 0 144018 2173946 109433 2317964 118763 118763 1476171 1458620 17551 17551 17551 0 144018 0 0 2454278 17551 0 118763 1889329 1889329 152621 91573 61048 1651 990 661 11795 7077 4718 5092 5092 28052 28052 2887 2887 6153 6153 BANK FEES 19785 19785 STEWARDSHIP 8510 8510 SUPPLIES 5175 3433 1742 SUBSCRIPTIONS 4561 2516 2045 2445 2445 2138056 1889329 175626 73101 1322858 19544 38767 9779 1484 3332934 4465535 4655792 4535109 150 42038 809392 0 809392 42188 X 2831475 2327394 1014925 2165527 3846400 4492921 4655792 4535109 316222 283503 46796 0 X 0 1 X 1 0 X 2392449 2266713 2493223 2850092 2317964 12320441 2392449 2266713 2493223 2850092 2317964 12320441 12320441 30788 40957 31231 31789 118763 253528 12573969 0.97980 0.98670 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 256085 256085 384128 5000 5000 64021 64021 96032 5000 5000 1843952 68177 288705 70307 2130527 1277920 515750 110153 59871 1843952 557721 557721 557721 557721 557721 557721 0.34680 0.65320 0 0 0 MARKETABLE SECURITIES 4465535 F 4465535 X 2744264 283503 11575 295078 2449186 5092 5092 2454278 2144539 11575 11575 2132964 5092 5092 2138056 PART V, LINE 4: THE FOUNDATION INTENDS TO PRESERVE THE PRINCIPLE OF THE ENDOWMENT WHILE UTILIZING ITS EARNINGS TO SUPPORT ITS OPERATIONS, WHICH INCLUDES PROGRAM, ADMINISTRATIVE AND FUNDRAISING COSTS. PART X, LINE 2: THE FOUNDATION EVALUATES ITS UNCERTAIN TAX POSITIONS AND WILL RECOGNIZE A LOSS CONTINGENCY WHEN IT IS PROBABLE THAT A LIABILITY HAS BEEN INCURRED AS OF THE DATE OF THE FINANCIAL STATEMENTS AND THE AMOUNT OF THE LOSS CAN BE REASONABLY ESTIMATED. THE AMOUNT RECOGNIZED IS SUBJECT TO ESTIMATE AND MANAGEMENT JUDGMENT WITH RESPECT TO THE LIKELY OUTCOME OF EACH UNCERTAIN TAX POSITION. THE AMOUNT THAT IS ULTIMATELY SUSTAINED FOR AN INDIVIDUAL UNCERTAIN TAX POSITION OR FOR ALL UNCERTAIN TAX POSITIONS IN THE AGGREGATE COULD DIFFER FROM THE AMOUNT RECOGNIZED. AS OF JULY 31, 2024, MANAGEMENT DID NOT IDENTIFY ANY UNCERTAIN TAX POSITIONS. ONLINE AUCTION 144018 144018 144018 144018 0 SEQUOIA UNION HIGH SCHOOL DISTRICT 480 JAMES AVENUE REDWOOD CITY CA 94062 943084148 501(C)3 1889329 0 FMV REIMBURSEMENT FOR AGREED UPON STAFF SALARIES AND OTHER SCHOOL PROGRAMS. 1 PART I, LINE 2: EACH MAY, THE BOARD OF DIRECTORS APPROVES THE GRANT TO THE SEQUOIA UNION HIGH SCHOOL DISTRICT BASED ON A DETAILED, LINE BY LINE BUDGET. EACH MONTH, THE EXECUTIVE DIRECTOR APPROVES (OR REJECTS) EXPENDITURES FOR EACH LINE ITEM BASED ON THE BUDGET APPROVED BY THE BOARD. SUBSEQUENTLY, ANY NEW PROJECT OF UP TO $5,000 MUST BE APPROVED BY THE EXECUTIVE COMMITTEE AND NEW PROJECTS OF MORE THAN $5,000 MUST BE APPROVED BY THE FULL BOARD OF DIRECTORS. 0 0 0 0 0 0 0 0 0 ANN-MARIE MEACHAM EXECUTIVE DIRECTOR 150306 0 0 0 0 0 0 0 7515 0 157821 0 0 0 X 1611 109433 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS PROVIDED TO THE ORGANIZATION PRIOR TO FILING. IN ADDITION, MANAGEMENT OF THE ORGANIZATION REVIEWS THE COMPLETED FORM 990 AND FOLLOWS UP WITH THE TAX PREPARATION FIRM TO ANSWER ANY QUESTIONS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS DISCUSSED AND PRESENTED TO ALL NEW BOARD MEMBERS AT THE SPRING NEW BOARD MEMBER ORIENTATION. EACH FALL, ALL BOARD MEMBERS ARE REQUIRED TO DISCLOSE AND SIGN THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE GOVERNING BOARD PERIODICALLY REVIEWS STAFF COMPENSATION AND SALARIES. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS ARE AVAILABLE ON THE FOUNDATION'S WEBSITE. THE GOVERNING BOARD PROVIDES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS TO ANYONE REQUESTING THEM. FURTHERMORE, THE CALIFORNIA ATTORNEY GENERAL MAINTAINS A PUBLICLY VIEWABLE WEBSITE WITH SCANNED COPIES OF THE ORGANIZATION'S 990 INFORMATION RETURNS.