2018-11-15T16:26:59-06:00 2017-12-31 680037990 GILBERT ASSOCIATES INC 2880 GATEWAY OAKS DR STE 100 SACRAMENTO CA 95833 990 2017-01-01 911792774 AMERICAN LEADERSHIP FORUM MOUNTAIN VALLEY CHAPTER AMER 9169205669 1601 RESPONSE ROAD NO 350 SACRAMENTO CA 95815 BONNIE FERREIRA EXECUTIVE DIRECTOR 9169205669 2018-11-12 1 LINDA D GEERY P00364484 9166466464 2018-11-12 207.231.71.251 2018-11-12 17:48:00 PS P 67639D8D55F6B218ED5E382FB77B71D17F0527F1 67639D8D55F6B218ED5E382FB77B71D17F0527F1 2017 2019-02-21 02:37:17Z BONNIE FERREIRA 1601 RESPONSE ROAD NO 350 SACRAMENTO CA 95815 797824 0 X WWW.ALF-MVC.ORG X 1998 CA OUR MISSION IS TO UNITE BOUNDARY-CROSSING LEADERS FROM A DIVERSITY OF SECTORS THROUGHOUT THE GREATER SACRAMENTO REGION; STRENGTHEN THEIR LEADERSHIP CAPACITY THROUGH DEEPENING RELATIONSHIPS AND TRANSFORMATIVE EXPERIENCES; AND SERVE THE COMMUNITY BY WORKING COLLABORATIVELY TO MAKE SIGNIFICANT POSITIVE CONTRIBUTIONS. 25 25 5 15 1900 803 529223 297306 383250 412640 8314 34660 -5695 9865 915092 754471 59334 46284 0 0 332677 340134 0 0 53526 390074 361475 782085 747893 133007 6578 1235570 711047 739483 208382 496087 502665 X OUR MISSION IS TO UNITE BOUNDARY-CROSSING LEADERS FROM A DIVERSITY OF SECTORS THROUGHOUT THE GREATER SACRAMENTO REGION; STRENGTHEN THEIR LEADERSHIP CAPACITY THROUGH DEEPENING RELATIONSHIPS AND TRANSFORMATIVE EXPERIENCES; AND SERVE THE COMMUNITY BY WORKING COLLABORATIVELY TO MAKE SIGNIFICANT POSITIVE CONTRIBUTIONS. 0 1 575995 46284 329556 THE AMERICAN LEADERSHIP FORUM INVITES ESTABLISHED LEADERS FROM ALL PROFESSIONAL SECTORS AND ETHNIC BACKGROUNDS IN THE GREATER SACRAMENTO REGION TO PARTICIPATE IN A YEARLONG FELLOWS PROGRAM. THE FIRST YEAR FELLOWS PROGRAM IS AN ENGAGING PROCESS OF ACTION AND REFLECTION WITH DIALOGUES MOST RELEVANT TO THE CURRENT LEADERSHIP CHALLENGES RESULTING IN CIVIC ENGAGEMENT BY ACTION TEAMS OF PASSIONATE CONCERNED LEADERS. INDIVIDUAL LEADERSHIP IS TRANSFORMED THROUGH RIGOROUS REFLECTION ON STRENGTHS AND CHALLENGES, INTENTIONS AND OUTCOMES. TRANSFORMATIVE LEARNING ASSERTS THAT THE MORE IN CONTROL AND RESPONSIBLE LEADERS ARE FOR THEIR OWN LEARNING, THE GREATER THE POTENTIAL FOR TRANSFORMATIVE OUTCOMES. THE GOAL IS TO CREATE A DIVERSE AND GROWING NETWORK OF LEADERS TO WORK TOGETHER FOR THE PUBLIC GOOD. TO DATE, WE HAVE LEADERS FROM ACROSS SIX COUNTIES, 19 SECTORS AND REPRESENTING OVER 375 BUSINESSES THROUGHOUT THE REGION. 5510 60000 THE AMERICAN LEADERSHIP FORUM OPERATED THE ENCORE FELLOWS PROGRAM IN THE SACRAMENTO AND SIERRA REGIONS. AS WITH ALL THE ENCORE FELLOWS PROGRAMS, THE ENCORE FELLOWS SAC/SIERRA PROGRAM MATCHES HIGHLY EXPERIENCED PROFESSIONALS WITH NONPROFIT ORGANIZATIONS WHERE THEY CAN PERFORM HIGH IMPACT WORK AND HELP THOSE ORGANIZATIONS BUILD CAPACITY AND GROW STRATEGICALLY, ULTIMATELY MAKING A SIGNIFICANT IMPACT ON THE BROADER COMMUNITY. THE PROGRAM IS DESIGNED TO PROMOTE POSITIVE CROSS-SECTOR LEARNING AND DELIVER SUSTAINED ORGANIZATIONAL IMPACT TO THE NONPROFIT SECTOR. BY OPERATING AN ENCORE FELLOWS PROGRAM IN THE REGION, THE AMERICAN LEADERSHIP FORUM WILL ENABLE NONPROFITS TO GROW AND SUSTAIN THEIR ORGANIZATIONS THROUGH FELLOW'S HIGH-IMPACT SOCIAL-PURPOSE ROLES. THIS YEAR, ENCORE FELLOWS HAVE PERFORMED OVER 57,000 HOURS OF WORK TO INCREASE NONPROFIT CAPACITY. 41021 17500 IN 2016, THE AMERICAN LEADERSHIP FORUM SPEARHEADED A SERIES OF DIALOGUE AROUND IMPLICIT BIAS. MORE THAN 40 SENIOR FELLOWS, FROM A VARIETY OF SECTORS, PARTICIPATED IN TWO SIX-WEEK SERIES TO LEARN ABOUT COGNITIVE SCIENCE AND UNDERSTAND OUR OWN BIASES. SENIOR FELLOWS LEARNED TECHNIQUES - TESTED AND TRUE - WHICH MINIMIZE BIAS IN OUR BRAINS AND ALLOW US TO ADDRESS BIAS IN THE WORKPLACE AND INSIDE INSTITUTIONS. IN 2017, THIS DIALOGUE HAS BEEN DEVELOPED INTO A TWO-PART TRAINING WORKSHOP DESIGNED FOR NONPROFITS, FOR-PROFIT ENTITIES, PUBLIC SECTOR LEADERS AND INDIVIDUALS WHO WISH TO BETTER UNDERSTAND THE COGNITIVE SCIENCE BEHIND OUR UNCONSCIOUS BIASES. 3603 14152 THE AMERICAN LEADERSHIP FORUM LAUNCHED THE COHORT PROGRAM IN 2014. THE COHORT PROGRAM (NOW CALLED BALLAST SERIES) CREATES A FORUM FOR ALF SENIOR FELLOWS TO MEANINGFULLY CONNECT WITH OTHER FELLOWS BEYOND THEIR INDIVIDUAL CLASSES TO EXPLORE LEADERSHIP CONCEPTS, DIALOGUE, AND THE APPLICATION OF NEW LEARNING IN THE CLASS SETTING AND DISCUSSION OF LEADERSHIP CHALLENGES IN SERVICE TO ONESELF, ORGANIZATION, AND COMMUNITY. THE BALLAST SERIES WAS OFFERED THROUGH JANUARY 2017. 3603 14152 626129 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 18 0 1 5 1 1 1 0 0 0 0 1 1 0 0 0 0 X 25 25 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 1 0 CA X THE ORGANIZATION 9169205669 1601 RESPONSE ROAD NO 350 SACRAMENTO CA 95815 BECKY JOHNSON CHAIR 0.10 X X 0 0 0 NANCY BRODOVSKY PAST CHAIR 0.10 X X 0 0 0 ALDO PINESCHI INCOMING CHAIR 0.10 X X 0 0 0 NANCY LEE SECRETARY 0.10 X X 0 0 0 PAUL CURTIS TREASURER 0.10 X X 0 0 0 SONBOL ALIABADI DIRECTOR 0.10 X 0 0 0 MEG ARNOLD DIRECTOR 0.10 X 0 0 0 MICHAEL AULT DIRECTOR 0.10 X 0 0 0 JOSEPH BARR DIRECTOR 0.10 X 0 0 0 LYNNE CANNADY DIRECTOR 0.10 X 0 0 0 GORDON FOWLER DIRECTOR 0.10 X 0 0 0 RICK HERON DIRECTOR 0.10 X 0 0 0 LIAL JONES DIRECTOR 0.10 X 0 0 0 MARTHA LOFGREN DIRECTOR 0.10 X 0 0 0 LEN MCCANDLISS DIRECTOR 0.10 X 0 0 0 JAKE MOSSAWIR DIRECTOR 0.10 X 0 0 0 MICHELLE ORROCK DIRECTOR 0.10 X 0 0 0 ED PHILLIPS DIRECTOR 0.10 X 0 0 0 MARCO RODRIGUEZ DIRECTOR 0.10 X 0 0 0 PATRICIA RODRIGUEZ DIRECTOR 0.10 X 0 0 0 ANGELA SCHRIMP DE LA VERGNE DIRECTOR 0.10 X 0 0 0 PAM STEWART DIRECTOR 0.10 X 0 0 0 JIM TABUCHI DIRECTOR 0.10 X 0 0 0 SHIRLEE TULLY DIRECTOR 0.10 X 0 0 0 JIM WILLIAMS DIRECTOR 0.10 X 0 0 0 BONNIE FERREIRA CEO, ALF-MVC 40.00 X 154409 0 17620 154409 0 17620 1 0 1 0 0 58522 107533 131251 297306 TUITION 611430 335140 335140 ENCORE NETWORK 900099 60000 60000 IMPLICIT BIAS TRAINING 900099 17500 17500 412640 34660 34660 42750 107533 43353 -603 -603 SENIOR FELLOW RETREAT 900099 8568 8568 PROGRAM ADVERTISING 541800 1900 1900 10468 754471 421208 1900 34057 46284 46284 172028 137623 17202 17203 125401 100321 12540 12540 5160 4128 516 516 16810 13447 1682 1681 20735 16587 2074 2074 62974 56677 6297 25999 18793 2088 5118 14127 12714 1413 30716 14940 1660 14116 7500 6750 750 3736 3362 374 5842 4980 584 278 PROGRAM, SEMINARS & RET 114346 102911 11435 0 WILDERNESS EXPERIENCE 54883 49395 5488 RECEPTIONS 11470 10323 1147 SENIOR FELLOWS PROGRAM 11381 10243 1138 18501 16651 1850 747893 626129 68238 53526 707695 73973 189057 122238 188868 234184 9569 10510 34258 24948 9365 9310 131016 260832 1235570 711047 45625 39663 28858 29426 665000 139293 739483 208382 X 478837 476540 17250 26125 496087 502665 1235570 711047 6578 0 X X 0 1 X 1 0 X 277961 216643 213143 529223 297306 1534276 312835 362632 351436 383250 412640 1822793 590796 579275 564579 912473 709946 3357069 5000 5000 0 5000 5000 3352069 935 921 761 8314 34660 45591 935 921 761 8314 34660 45591 57857 121983 142835 72600 10468 405743 649588 702179 708175 993387 755074 3808403 0.88020 0.86360 0.01200 0.00340 X 34258 24948 9310 9310 SACRAMENTO REGION COMMUNITY FOUNDATION - POOLED FUND 260832 F 260832 ENCORE NETWORK FELLOWSHIP PASS-THROUGH FUNDS 139293 139293 784292 37000 -7179 29821 754471 0 754471 777714 37000 37000 740714 7179 7179 747893 PART XI, LINE 2D - OTHER ADJUSTMENTS: ADDITIONAL SPECIAL EVENT EXPENSES PER AUDIT -7,179. PART XII, LINE 4B - OTHER ADJUSTMENTS: ADDITIONAL SPECIAL EVENT EXPENSES PER AUDIT 7,179. EXEMPLARY LEADER DINNER 150283 107533 42750 4351 38443 559 150283 107533 42750 4351 38443 559 43353 -603 1 SCHOLARSHIPS 33 46284 FAIR MARKET VALUE TUITION CREDIT FOR PROGRAMS PART I, LINE 2: SCHOLARSHIPS ARE AWARDED TO SUPPORT PARTICIPATION IN THE ALF FIRST YEAR'S FELLOWS PROGRAM AND OTHER SENIOR FELLOW PROGRAMMING AS THEY ARE OFFERED. SCHOLARSHIPS ARE CREDITS TOWARD TOTAL TUITION COST; NO CASH IS AWARDED. X X X X 0 0 0 0 0 0 0 0 0 BONNIE FERREIRA CEO, ALF-MVC 148409 0 0 0 6000 0 7420 0 10200 0 172029 0 0 0 GORDON FOWLER MEMBER OF THE BOARD OF DIRECTORS 23500 23,500 FOR 3FOLD COMMUNICATIONS MARKETING CONTRACT. GORDON FOWLER IS PRINCIPAL AND CEO OF 3FOLD COMMUNICATIONS. 0 SHIRLEE TULLY MEMBER OF THE BOARD OF DIRECTORS 100000 $100,000 DEPOSITED TO SACRAMENTO REGION COMMUNITY FOUNDATION (SRCF) EXPENDABLE FUND WHICH HELPS TO MAINTAIN THE PORTFOLIO FOR THE NONPROFIT. SHIRLEE TULLY IS CHIEF MARKETING AND DEVELOPMENT OFFICER AT SRCF. 0 FORM 990, PART III, LINE 3 COHORT (BALLAST) PROGRAM CEASED IN JANUARY 2017. FORM 990, PART VI, SECTION A, LINE 1 THE EXECUTIVE COMMITTEE CONSISTED OF BOARD OFFICERS AND COMMITTEE CHAIRS, ALL OF WHOM WERE BOARD MEMBERS. THE EXECUTIVE COMMITTEE IS AUTHORIZED TO WORK ON BEHALF OF THE BOARD AND TO REPORT TO THE FULL BOARD ALL ACTIONS TAKEN. FORM 990, PART VI, SECTION B, LINE 11B AN ELECTRONIC COPY WILL BE DISTRIBUTED AND REVIEWED BY THE GOVERNING BODY PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO COMPLETE THE CONFLICT OF INTEREST FORM ANNUALLY. THE FORMS ARE REVIEWED BY THE CHIEF EXECUTIVE OFFICER AND POTENTIAL CONFLICTS ARE BROUGHT TO THE ATTENTION OF THE BOARD CHAIR. FORM 990, PART VI, SECTION B, LINE 15 EEVERY YEAR, EACH EMPLOYEE, INCLUDING CEO, HAS A PERFORMANCE REVIEW TO EVALUATE THAT YEAR'S PERFORMANCE AND DETERMINE WHETHER COA TO SALARIES ARE AWARDED. IN 2014, ALF PERFORMED A COMPENSATION EVALUATION, MEANING, RESEARCH ON NONPROFIT EXECUTIVE SALARIES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MADE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC DURING THE YEAR UPON REQUEST. FORM 990, PART XII, LINE 2(C) THERE WERE NO CHANGES IN THE ORGANIZATION'S OVERSIGHT PROCESS OR SELECTION COMMITTEE IN THE CURRENT TAX YEAR.