2024-05-10T16:35:25-05:00 2023-06-30 942702860 JOHANSON & YAU ACCOUNTANCY CORP 42 WEST CAMPBELL AVENUE THIRD FLOOR CAMPBELL CA 95008 990 2022-07-01 946426176 PIEDMONT EDUCATION FOUNDATION PIED 5106531816 401 HIGHLAND AVENUE PIEDMONT CA 94611 HEATHER FRANK EXECUTIVE DIRECTOR 5106531816 2024-05-02 1 HEATHER FRANK 999009999 1 SARA KELLEY P00957375 4082885111 2024-05-02 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z HEATHER FRANK 401 HIGHLAND AVENUE PIEDMONT CA 94611 5032218 0 X WWW.PIEDMONTFOUNDATION.ORG X 1975 CA TO PROVIDE SUSTAINED FINANCIAL SUPPORT TO PIEDMONT SCHOOLS THROUGH FUNDRAISING AND COMMUNITY ENGAGEMENT. 22 22 4 110 0 0 4122751 3650587 31420 25400 259108 302578 158653 387146 4571932 4365711 2932929 3806951 0 0 309530 301203 0 0 182936 251425 236137 3493884 4344291 1078048 21420 12935136 13516564 65086 57981 12870050 13458583 X TO PROVIDE SUSTAINED FINANCIAL SUPPORT TO PIEDMONT SCHOOLS THROUGH FUNDRAISING AND COMMUNITY ENGAGEMENT. 0 0 3639065 3639065 GRANTS TO THE PIEDMONT UNIFIED SCHOOL DISTRICT TO PROVIDE PROGRAMS, SERVICES, AND ACTIVITIES THAT THE SCHOOL DISTRICT CANNOT PROVIDE FOR IN ITS BUDGET. 167886 167886 GRANTS TO ORGANIZATIONS THE PIEDMONT EDUCATION FOUNDATION HAS ELECTED TO SPONSOR. 205720 25400 ADDITIONAL FUNCTIONAL EXPENSES AS LISTED BELOW - THESE AMOUNTS REPRESENT THE PORTION ALLOCABLE TO PROGRAM SERVICES: PRINTING AND PUBLICATION $13,241SOFTWARE AND LICENSING $5,906ADVERTISING $600WEBSITE $2,889OTHER EXPENSES $2,568FOOD AND BEVERAGE $581SALARIES $138,449PAYROLL TAXES $10,321EMPLOYEE BENEFITS $7,225EDUCATION SPEAKER SERIES $23,940 205720 25400 4012671 1 1 0 0 0 0 0 0 0 1 0 1 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 4 0 1 4 1 0 0 0 0 0 0 0 0 0 0 X 22 22 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 1 1 1 1 0 CA X BETTY WINNACKER 5106531816 401 HIGHLAND AVENUE PIEDMONT CA 94611 RITA FABI MEMBER AT LARGE 2.00 X 0 0 0 TONYA ANTONUCCI CO-VICE CHAIR 2.00 X X 0 0 0 DANA LUNG CO-VICE CHAIR 2.00 X X 0 0 0 PATRICIA KELLER MEMBER AT LARGE 2.00 X 0 0 0 RICK SMITH TREASURER 2.00 X X 0 0 0 SARAH PUCKETT ALUMNI ENGAGEMENT 2.00 X 0 0 0 RUCHI MEDHEKAR MEMBER AT LARGE 2.00 X 0 0 0 LINDA SMITH MUNYAN DRESS BEST FOR LESS 2.00 X 0 0 0 NICKI GILBERT IMMEDIATE PAST CHAIR 2.00 X 0 0 0 CHAD OLCOTT MEMBER AT LARGE 2.00 X 0 0 0 JOHN ORTA SCHOOL REP 2.00 X 0 0 0 TOM SNYDER SCHOOL REP 2.00 X 0 0 0 CORTNEY ALLEN SECRETARY 2.00 X X 0 0 0 MARY IRELAND PROGRAMS 2.00 X 0 0 0 ANGEL FIERRO MEMBER AT LARGE 2.00 X 0 0 0 REBECCA THORNBORROW SCHOOL REP 2.00 X 0 0 0 HEATHER FRANK EXECUTIVE DIRECTOR 40.00 X 136747 0 0 AMELIE KAPPES CHAIR 2.00 X X 0 0 0 BRIDGET SCHREIBER MEMBER AT LARGE 2.00 X 0 0 0 RICH THOMPSON MEMBER AT LARGE 2.00 X 0 0 0 JEAN TAKAZAWA MEMBER AT LARGE 2.00 X 0 0 0 FRANCIS HOANG SCHOOL REP 2.00 X 0 0 0 136747 0 0 1 0 0 0 0 3650587 3650587 EDUCATION SPEAKER SERI 611600 13810 13810 STUDENT DIRECTORY 611710 11040 11040 OTHER EVENTS 611600 550 550 25400 302578 302578 552751 202969 349782 349782 500902 463538 37364 37364 4365711 25400 0 689724 3806951 3806951 136747 70995 23609 42143 129926 67454 22431 40041 14612 7225 2892 4495 19918 10321 3193 6404 34736 28736 6000 27733 27733 5676 600 5076 2298 2089 209 20484 20484 5663 5663 CREDIT CARD FEES 41014 41014 SOFTWARE AND LICENSING 29274 5906 548 22820 PRINTING AND PUBLICATIO 24886 13241 35 11610 EDUCATION SPEAKER SERIE 23940 23940 20433 6038 11271 3124 4344291 4012671 148684 182936 1851170 1901457 41089 24068 18319 29093 2718 11013548 11441476 11010 117752 12935136 13516564 49412 3215 15674 54766 65086 57981 X 12462000 12946195 408050 512388 12870050 13458583 12935136 13516564 21420 567113 0 X 0 1 X 1 0 X 3209614 3406305 3345709 4122751 3650587 17734966 421212 129293 81093 136751 349782 1118131 3630826 3535598 3426802 4259502 4000369 18853097 0 0 0 18853097 176908 168457 206172 259108 302578 1113223 176908 168457 206172 259108 302578 1113223 3807734 3704055 3632974 4518610 4302947 19966320 0.94420 0.94690 0.05580 0.05310 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10343651 42810 868091 418186 27733 10808633 9232002 39551 1441885 337049 32738 10343651 7366540 70587 2197042 375280 26887 9232002 7032235 60162 643112 338024 30945 7366540 6777089 132366 478979 321828 34371 7032235 0 0 0 NEUBERGER-BERMAN ACCOUNTS 11441476 F 11441476 ACCRUED VACATION 6813 CURRENT MATURITIES OF OPERATING LEASE LIABILITY 19725 OTHER LIABILITIES 2159 OPERATING LEASE LIABILITY, LESS CURRENT MATURITIES 26069 54766 4905091 567113 567113 4337978 27733 27733 4365711 4316558 0 4316558 27733 27733 4344291 SPRING FLING 552751 552751 202969 552751 552751 202969 202969 349782 1 PIEDMONT UNIFIED SCHOOL DISTRICT 800 MAGNOLIA AVE PIEDMONT CA 94611 946002444 501(C)3 3639065 0 TO SUPPORT PUBLIC SCHOOLS PIEDMONT UNIFIED SCHOOL DISTRICT - ART AND WELLNESS 800 MAGNOLIA AVE PIEDMONT CA 94611 946002144 501(C)3 167786 0 TO SUPPORT PUBLIC SCHOOLS PART 1, LINE 2 EACH GRANT AWARD IS VERIFIED BY A LETTER CONTAINING INSTRUCTIONS FOR PAYMENT AND REPORTING. GRANTEES ARE ASKED TO SUBMIT A REPORT AT THE END OF THE SCHOOL YEAR, RECONCILING THE AMOUNTS RECEIVED AND THE AMOUNTS SPENT, ACCORDING TO THEIR SPECIFIC INTENT. THE BOARD MEMBERS SERVING AS GRANTS CHAIRPERSONS, AS WELL AS AN INDEPENDENT COMMITTEE FROM THE COMMUNITY, MONITOR THE RESULTS, PROCESS, AND REPORTING OF THE GRANTEES. REPORTS ARE SHARED WITH THE PIEDMONT UNIFIED SCHOOL DISTRICT AND THE PIEDMONT EDUCATIONAL FOUNDATION'S TREASURER. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS SOLICITS NOMINATIONS AND SELECTS VOLUNTEERS FROM THE PIEDMONT COMMUNITY TO FILL VACANCIES ON THE BOARD. THE BOARD OVERSEES ALL ACTIVITY OF THE PIEDMONT EDUCATIONAL FOUNDATION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED IN DRAFT FORM BY A COMMITTEE INCLUDING THE PRESIDENT AND TREASURER. ANY CHANGES TO THE DRAFT FORM 990 ARE INCORPORATED INTO THE FINAL DRAFT. FORM 990, PART VI, SECTION B, LINE 12C THE COMPLIANCE OFFICER SOLICITS AND REVIEWS, ANNUALLY, A DISCLOSURE OF EACH DIRECTOR AND KEY EMPLOYEE OF POTENTIAL CONFLICTS OF INTEREST. THE BOARD PRESIDENT RULES WHETHER A POTENTIAL CONFLICT IS AN ACTUAL CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR ALL EMPLOYEES IS REVIEWED ANNUALLY BY THE BOARD OF DIRECTORS. ADJUSTMENTS TO COMPENSATION ARE APPROVED BY VOTE BY BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, POLICIES, FINANCIAL STATEMENTS, AND FORM 990S ARE AVAILABLE FOR REVIEW AT THE PIEDMONT EDUCATIONAL FOUNDATION OFFICE.