2024-03-15T17:10:29-05:00 2023-04-30 943108253 NOVOGRADAC & COMPANY LLP 1435 N MCDOWELL BLVD SUITE 350 PETALUMA CA 94954 990 2022-05-01 943092396 AMERICAN LEADERSHIP FORUM - SILICON VALLEY AMER 4085542000 1400 PARKMOOR AVENUE 280 SAN JOSE CA 95126 SUZANNE STJOHN CRANE CEO 4085542000 2024-03-15 1 SUZANNE STJOHN CRANE 999009999 0 LANCE SMITH P00696626 4152236130 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z SUZANNE ST JOHN CRANE 1400 PARKMOOR AVENUE 280 SAN JOSE CA 95126 1955184 0 X WWW.ALFSV.ORG X 2000 CA THE ORGANIZATION IS PASSIONATELY COMMITTED TO BUILDING DIVERSE NETWORKS OF LEADERS FOCUSED ON PERSONAL AND COMMUNITY TRANSFORMATION IN ORDER TO CREATE AN INCLUSIVE AND THRIVING SILICON VALLEY. 18 18 7 0 0 0 944562 1069106 600581 581594 302954 89583 477 121821 1848574 1862104 0 0 0 0 1058956 1101206 0 0 187158 624141 532692 1683097 1633898 165477 228206 2618295 3004508 462330 639612 2155965 2364896 THE ORGANIZATION IS PASSIONATELY COMMITTED TO BUILDING DIVERSE NETWORKS OF LEADERS FOCUSED ON PERSONAL AND COMMUNITY TRANSFORMATION IN ORDER TO CREATE AN INCLUSIVE AND THRIVING SILICON VALLEY. 0 0 750296 584373 SENIOR FELLOWS ENGAGEMENT AND IMPACT: GRADUATES OF THE FELLOWS PROGRAM JOIN THE RANKS OF SENIOR FELLOWS, A MORE THAN 700 MEMBER STRONG AND GROWING GROUP OF DISTINGUISHED SILICON VALLEY LEADERS. THE ORGANIZATION CONTINUES TO ENGAGE SENIOR FELLOWS AND SUPPORT THEM IN THE COMMUNITY THROUGH AFFINITY GROUPS, COACHING, REFERRALS, REUNIONS, AND OTHER ACTIVITIES. 464268 FELLOWS PROGRAMS: DEMONSTRATED LEADERS ARE BROUGHT TOGETHER TO EXPLORE PROCESSES OF COLLABORATIVE LEADERSHIP THAT STRENGTHEN THEIR CAPACITY TO ADDRESS PUBLIC ISSUES IN SILICON VALLEY. CLASSES ARE COMPRISED OF 25 LEADERS FROM MULTIPLE SECTORS WITH VARIOUS BACKGROUNDS AND INTERESTS. THE PROGRAM CENTERS ON THE PREMISE THAT GOOD LEADERSHIP REQUIRES A SENSE OF CIVIC RESPONSIBILITY, A POSITIVE VISION, AND THE ABILITY TO FOSTER A CLIMATE OF TRUST AND OPEN DIALOGUE AMONG DIVERSE CONSTITUENCIES, ALONG WITH NETWORK LEADERSHIP SKILLS. 1214564 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 18 0 1 7 1 0 0 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X MARK TOLLEY 4085542000 1400 PARKMOOR AVENUE STE 280 SAN JOSE CA 95126 JAYNE BATTEY BOARD MEMBER 2.00 X 0 0 0 MUHAMMED CHAUDHRY BOARD MEMBER 2.00 X 0 0 0 CHRIS CHENG BOARD MEMBER 2.00 X 0 0 0 MARY DENT BOARD MEMBER 2.00 X 0 0 0 DAVID EPPS BOARD MEMBER 2.00 X 0 0 0 TOM GILES BOARD MEMBER 2.00 X 0 0 0 JON HICKS BOARD MEMBER 2.00 X 0 0 0 ROSALYNN HUGHEY BOARD MEMBER 2.00 X 0 0 0 HSING KUNG BOARD MEMBER 2.00 X 0 0 0 ANITA NUNES BOARD MEMBER 2.00 X 0 0 0 LEE OTT BOARD MEMBER 2.00 X 0 0 0 HEATHER RANGEL BOARD MEMBER 2.00 X 0 0 0 MARION RITTLER BOARD MEMBER 2.00 X 0 0 0 KIM RIVERA BOARD MEMBER 2.00 X 0 0 0 RICH SLAVIN BOARD MEMBER 2.00 X 0 0 0 TONI VANWINKLE BOARD MEMBER 2.00 X 0 0 0 DAVID YARNOLD BOARD MEMBER 2.00 X 0 0 0 JOHN HOLLAR BOARD MEMBER 2.00 X 0 0 0 ROBERT SAPIEN JR BOARD MEMBER 2.00 X 0 0 0 SHELLY KAPOOR COLLINS BOARD MEMBER 2.00 X 0 0 0 SUZANNE ST JOHN-CRANE CEO 40.00 X 291729 0 2942 MARK H TOLLEY VP OPERATIONS 40.00 X 121652 0 1168 JENNIFER C NIKLAUS CFO 40.00 X 175376 0 1707 RICHARD VEGA DIRECTOR OF MARKETING 40.00 X 102896 0 1023 AKEMI SARAH FLYNN CHIEF IMPACT OFFICER 40.00 X 121855 0 3550 813508 0 10390 5 0 1 0 0 1069106 1069106 TUITION REVENUE 611430 385576 385576 PROGRAM FEES 611430 196018 196018 581594 33728 33728 55855 0 55855 55855 55855 212122 93080 119042 119042 MISCELLANEOUS 541100 2779 2779 2779 1862104 584373 0 208625 812938 614040 129853 69045 158997 58769 34713 65515 67409 43211 15686 8512 61862 43186 10170 8506 143145 138145 5000 27400 18084 5754 3562 19998 10081 7931 1986 31691 28547 1942 1202 11904 5981 4482 1441 5485 3619 1154 712 12921 10135 2368 418 122652 116280 2041 4331 2044 1314 472 258 6845 4395 1584 866 PROFESSIONAL FEES 74825 73692 700 433 SUPPLIES 37688 20985 803 15900 LICENSCES, FEES, AND SU 22581 15380 4448 2753 TELEPHONE AND COMMUNICA 8293 5473 1742 1078 5220 3247 1333 640 1633898 1214564 232176 187158 337227 454217 364114 451164 105471 178771 1977 0 43406 21519 63323 62230 1989 1093 1760946 1815167 3165 82577 2618295 3004508 142484 203680 319846 356520 0 79412 462330 639612 X 1723501 1670410 432464 694486 2155965 2364896 2618295 3004508 X 228206 -14775 -4500 X 0 1 X 1 0 X 801040 986315 950118 1340562 1069106 5147141 801040 986315 950118 1340562 1069106 5147141 29709 5117432 33820 63474 52145 29628 33728 212795 1357 477 2779 4613 5364549 1615340 0.95390 0.90810 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 33906 33906 0 19797 18704 1093 9620 9620 0 1093 INVESTMENTS 1815167 F 1815167 RIGHT-OF-USE LIABILITY - OFFICE LEASE 65091 RIGHT-OF-USE LIABILITY - COPIER LEASE 14321 79412 1887002 -14775 59671 44896 1842106 19998 19998 1862104 1697163 78763 4500 83263 1613900 19998 19998 1633898 PART XII, LINE 2D - OTHER ADJUSTMENTS: GLASSWORKS DECODED GRANT PART X, LINE 2: THE ORGANIZATION IS A QUALIFIED ORGANIZATION EXEMPT FROM FEDERAL INCOME TAXES UNDER 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND FRANCHISE TAXES UNDER 23701G OF THE CALIFORNIA REVENUE AND TAXATION CODE. ACCORDINGLY, IT IS EXEMPT FROM FEDERAL AND CALIFORNIA INCOME TAXES AND IS NOT LIABLE FOR FEDERAL UNEMPLOYMENT TAXES. THE ORGANIZATION IS LIABLE FOR TAXES ON ITS NET UNRELATED BUSINESS TAXABLE INCOME AT STANDARD CORPORATE RATES. U.S. GAAP REQUIRES MANAGEMENT TO EVALUATE THE TAX POSITIONS TAKEN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAKING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN AND HAS CONCLUDED THAT AS OF APRIL 30, 2023, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A TAX LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY THE TAZING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS PENDING OR IN PROGRESS. PART X, LINE 2: THE ORGANIZATION HAS ADOPTED THE PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) 740-10-25, WHICH REQUIRES THAT A TAX POSITION BE RECOGNIZED OR DERECOGNIZED BASED ON A "MORE LIKELY THAN NOT" THRESHOLD. THIS APPLIES TO POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE ORGANIZATION DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDE ANY UNCERTAIN TAX POSITIONS. EXEMPLARY LEADER 212122 212122 53484 39596 212122 212122 53484 39596 93080 119042 X X X 0 0 0 0 0 0 0 0 0 SUZANNE ST JOHN-CRANE CEO 291729 0 0 0 0 0 2942 0 0 0 294671 0 0 0 JENNIFER C NIKLAUS CFO 175376 0 0 0 0 0 1707 0 0 0 177083 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B AUDIT COMMITTEE REVIEWS TAX RETURN DRAFT PREPARED BY INDEPENDENT CPA. A COPY OF THE TAX RETURNS IS THEN PROVIDED TO THE FULL BOARD PRIOR TO FILING WITH GOVERNMENT AUTHORITIES. FORM 990, PART VI, SECTION B, LINE 12C MANAGEMENT REVIEWS AN ANNUAL SURVEY COMPLETED BY BOARD MEMBERS REGARDING CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 MARKET SURVEYS ARE REVIEWED AND TAKEN INTO CONSIDERATION ALONG WITH OTHER FACTORS SUCH AS RELATIONSHIP OF THE COMPENSATION TO THE COMPLEXITY OF THE ORGANIZATION AND ITS SIZE, JOB RESPONSIBILITIES, SALARY HISTORY, AND THE NEED FOR SUCH SERVICES. THE BOARD THEN APPROVES THE COMPENSATION PACKAGE. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE TO THE PUBLIC DIRECTLY UPON THEIR REQUEST. FORM 990, PART XI, LINE 9: DE.CODED GRANT -4,500.