2024-05-14T23:42:51-05:00 2023-06-30 942702860 JOHANSON & YAU ACCOUNTANCY CORP 42 WEST CAMPBELL AVENUE THIRD FLOOR CAMPBELL CA 95008 990 2022-07-01 942862793 LOS ALTOS EDUCATIONAL FOUNDATION LOSA 6505590445 201 COVINGTON ROAD LOS ALTOS CA 94024 JENSEN BARNA CFO 6505590445 2024-05-10 1 JENSEN BARNA 999009999 0 SARA KELLEY P00957375 4082885111 2024-05-10 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z HEATHER MACDONALD 201 COVINGTON ROAD LOS ALTOS CA 94024 4020767 0 X WWW.LAEFONLINE.ORG X 1982 CA IMPROVING STUDENT EDUCATION 20 20 3 70 0 0 2907455 2758925 0 0 201787 -175229 0 0 3109242 2583696 2521000 2533500 0 0 233663 246063 0 0 270097 172285 139747 2926948 2919310 182294 -335614 3083406 3283221 8406 3871 3075000 3279350 THE LOS ALTOS EDUCATIONAL FOUNDATION RAISES FUNDS TO SUSTAIN AND ENRICH THE LOS ALTOS SCHOOL DISTRICT'S EXCELLENT EDUCATIONAL PROGRAM BEYOND WHAT PUBLIC FUNDING PROVIDES. 0 0 2545681 2533500 2758925 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 FUNDING ACADEMIC AND ENRICHMENT PROGRAMS THAT HELP IMPROVE THE OVERALL EDUCATION OF STUDENTS IN THE LOS ALTOS SCHOOL DISTRICT. 2545681 1 1 0 0 0 0 0 0 0 1 1 1 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 1 0 0 0 0 0 0 0 0 1 5 0 3 1 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X X JENSEN BARNA 6505590445 201 COVINGTON ROAD LOS ALTOS CA 94024 ALEKSANDRA STANOJEVIC BOARD MEMBER 2.00 X 0 0 0 AMIE WANG PRESIDENT 10.00 X X 0 0 0 EMILY HARRIS VICE PRESIDENT 7.00 X X 0 0 0 JENSEN BARNA BOARD MEMBER 5.00 X 0 0 0 JUSTIN MARTIN CFO 7.00 X X 0 0 0 KRISTEN GKLAROS-STAVROPOULOS BOARD MEMBER 2.00 X 0 0 0 RITA CHAN BOARD MEMBER 5.00 X 0 0 0 STEVE APFELBERG BOARD MEMBER 2.00 X 0 0 0 HILDA CHAN BOARD MEMBER 2.00 X 0 0 0 AUBREY WING BOARD MEMBER 5.00 X 0 0 0 MARGO FELT BOARD MEMBER 5.00 X 0 0 0 JP LU SECRETARY 7.00 X X 0 0 0 CHRYSSA SANDERS BOARD MEMBER 7.00 X 0 0 0 ERICH SCHMIDT BOARD MEMBER 2.00 X 0 0 0 MASOUD VAKILI BOARD MEMBER 2.00 X 0 0 0 JEFF ZEISLER BOARD MEMBER 5.00 X 0 0 0 ADINA ARDELEAN BOARD MEMBER 2.00 X 0 0 0 JIALIN JIAO BOARD MEMBER 2.00 X 0 0 0 RAMA MULPURI BOARD MEMBER 2.00 X 0 0 0 NITA POLOJU BOARD MEMBER 2.00 X 0 0 0 HEATHER MACDONALD EXECUTIVE DIRECTOR 40.00 X 143619 0 0 143619 0 0 1 0 0 0 0 2758925 58856 2758925 53405 53405 1208437 1437071 -228634 -228634 -228634 2583696 0 0 -175229 2533500 2533500 143619 5891 23725 114003 72526 2975 11981 57570 6215 255 1027 4933 23703 972 3915 18816 26055 26055 CONTRACTUAL SERVICES 42425 1060 20780 20585 ADMINISTRATIVE 28430 4452 23978 FUNDRAISING 24393 27 580 23786 OFFICE 15720 468 9429 5823 2724 533 1588 603 2919310 2545681 103532 270097 441082 237251 2760 70746 12729 12521 417 208 2638647 2975016 500 0 3083406 3283221 8406 3871 8406 3871 X 2617736 2762128 457264 517222 3075000 3279350 3083406 3283221 X -335614 540173 -209 X X 0 1 X 1 0 X 3546387 3423154 2702240 2907455 2758925 15338161 3546387 3423154 2702240 2907455 2758925 15338161 15338161 10109 8363 11489 38931 53406 122298 15460459 0.99210 0.99480 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 449264 62158 511422 908104 -140945 317895 449264 695493 212611 908104 667762 20252 16886 9407 695493 665429 9854 7521 667762 0.00000 1.00000 0 0 5843 5843 0 6886 6678 208 208 MUTUAL FUNDS 2975016 F 2975016 X 3097812 540171 540171 2557641 26055 26055 2583696 2893462 209 209 2893253 26055 26055 2919308 PART X, LINE 2: FOR UNCERTAIN TAX POSITIONS, THE FOUNDATION 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. THE BOARD BELIEVES THERE HAVE BEEN NO TAX POSITIONS TAKEN THAT WOULD BE CONSIDERED AN UNCERTAIN POSITION. PART XII, LINE 2D - OTHER ADJUSTMENTS: BOOK/ TAX DEPRECIATION DIFFERENCE ADJUSTMENT PART XII, LINE 2D & 4B - OTHER ADJUSTMENTS: NET BOOK/TAX DEPRECIATION ADJUSTMENT: -$209 1 LOS ALTOS SCHOOL DISTRICT 201 COVINGTON ROAD LOS ALTOS CA 94024 2527500 0 TO SUPPLEMENT THE RESOURCES OF THE DISTRICT TO FUND ACADEMIC AND ENRICHMENT PROGRAMS. MOUNTAIN VIEW LOS ALTOS DISTRICT 1299 BRYANT AVENUE MOUNTAIN VIEW CA 94040 6000 0 TO SUPPORT MVLA PARENT EDUCATION SPEAKER SERIES. 1 X X X X 0 0 0 0 0 0 0 0 0 X 29 58856 CLOSING PRICE OF STOCK 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B 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 12C ALL OFFICERS / DIRECTORS ARE REQURIED TO DISCLOSE POTENTIAL CONFLICTS PRIOR TO BECOMING A BOARD MEMBER AND ARE REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICTS AS THEY ARISE WHILE SERVING ON THE BOARD. FORM 990, PART VI, SECTION B, LINE 15A AN INDEPENDENT REVIEW IS DONE BY THE EXECUTIVE 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 IN REVIEWING THE ENTITY'S FORM 990 IS ENCOURAGED TO CONTACT 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 CONTACTING THE EXECUTIVE DIRECTOR TO REQUEST A TIME DURING NORMAL BUSINESS HOURS TO REVIEW THE REQUESTED INFORMATION. FORM 990, PART XI, LINE 9: BOOK/TAX DEPRECIATION ADJUSTMENT -209. FORM 990, PART XII, LINE 2C: NO CHANGES HAVE BEEN MADE TO THE OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE YEAR.