2024-10-23T17:45:14-05:00 2023-12-31 952302617 SINGERLEWAK LLP 10960 WILSHIRE BLVD SUITE 1100 LOS ANGELES CA 90024 990 2023-01-01 813656795 SEARCH FUND ALLIANCE INC SEAR 2136220066 515 S FIGUEROA ST 650 LOS ANGELES CA 90071 M-K O'CONNELL PRESIDENT 2136220066 2024-10-22 1 0 X LIOR TEMKIN P00748170 3104773924 2024-10-18 2023 2024-10-15 13:58:12Z X M-K O'CONNELL 515 S FIGUEROA ST SUITE 650 LOS ANGELES CA 90071 58666 0 X HTTP://WWW.SEARCHFUNDALLIANCE.ORG/ X 2016 CA SEARCH FUNDS HAVE BEEN SUCCESSFUL IN BUILDING GREAT BUSINESSES IN LARGE PART DUE TO THE TRUE PARTNERSHIP BETWEEN YOUNG CEOS AND THEIR INVESTORS. AS THE INDUSTRY GROWS AND BECOMES MORE MAINSTREAM, THE SEARCH FUND ALLIANCE WILL DRIVE PARTNERSHIP AND ENSURE THAT THE ESSENCE OF WHAT HAS MADE GREAT CEOS AND GREAT COMPANIES IS PRESERVED AND ULTIMATELY ENHANCED. TRUSTED PARTNERSHIP IS THE CORNERSTONE TO EVERYONE'S SUCCESS. WE ARE COMMITTED TO THAT PRINCIPLE.WE PROMOTE PARTNERSHIP IN THE SEARCH FUND COMMUNITY BY CREATING SAFE, FRANK AND RESPECTFUL FORUMS TO:-DRILL DOWN INTO ISSUES THAT DIVIDE THE COMMUNITY-MAKE BOARD MEMBERS AND INVESTORS MORE EFFECTIVE TO THEIR CEOS 7 7 0 15 0 0 0 0 83083 58666 0 0 0 0 83083 58666 0 0 0 0 0 0 0 0 0 90573 63619 90573 63619 -7490 -4953 67892 33519 49387 19967 18505 13552 X SEARCH FUNDS HAVE BEEN SUCCESSFUL IN BUILDING GREAT BUSINESSES IN LARGE PART DUE TO THE TRUE PARTNERSHIP BETWEEN YOUNG CEOS AND THEIR INVESTORS. AS THE INDUSTRY GROWS AND BECOMES MORE MAINSTREAM, THE SEARCH FUND ALLIANCE WILL DRIVE PARTNERSHIP AND ENSURE THAT THE ESSENCE OF WHAT HAS MADE GREAT CEOS AND GREAT COMPANIES IS PRESERVED AND ULTIMATELY ENHANCED. TRUSTED PARTNERSHIP IS THE CORNERSTONE TO EVERYONE'S SUCCESS. WE ARE COMMITTED TO THAT PRINCIPLE.WE PROMOTE PARTNERSHIP IN THE SEARCH FUND COMMUNITY BY CREATING SAFE, FRANK AND RESPECTFUL FORUMS TO:-DRILL DOWN INTO ISSUES THAT DIVIDE THE COMMUNITY-MAKE BOARD MEMBERS AND INVESTORS MORE EFFECTIVE TO THEIR CEOS 0 0 EVENTS/ROUNDTABLES HELD THIS YEAR:-FEBRUARY 15, 2023: RECRUITING AND INFORMATION SESSION PROCESS FROM THE STUDENT PERSPECTIVE-SEPTEMBER 21, 2023: QSBS ACQUISITION STRATEGIES IN SEARCH 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 1 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 CA X THE ORGANIZATION 2136220066 515 S FIGUEROA ST SUITE 650 LOS ANGELES CA 90071 X M-K O'CONNELL PRESIDENT/BOARD MEMBER 1.00 X X 0 0 0 PETER A SCHOBER SECRETARY & TREASURER/BOARD MEMBER 1.00 X X 0 0 0 ALEX STAVROS BOARD MEMBER 1.00 X 0 0 0 RUSH MCCLOY BOARD MEMBER 1.00 X 0 0 0 ALESSANDRO MINA BOARD MEMBER 1.00 X 0 0 0 FRANK VAN LINT BOARD MEMBER 1.00 X 0 0 0 JONATHAN YELLEN BOARD MEMBER 1.00 X 0 0 0 0 0 0 0 0 0 0 0 MEMBERSHIP DUES 519200 37332 37332 SPONSORSHIP REVENUE 900099 18334 18334 INITIATION FEES REVENU 900099 3000 3000 58666 58666 58666 0 0 45440 245 5955 1658 7480 2841 63619 43554 26123 23000 6000 1338 1396 67892 33519 8554 2800 40833 17167 49387 19967 X 18505 13552 18505 13552 67892 33519 -4953 0 X 0 0 0 1 1 0 FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION DELEGATES THE MAJORITY OF OPERATIONS, EXECUTIVE DIRECTOR AND MANAGEMENT DUTIES TO THE MANAGEMENT COMPANY, VIRTUAL INC, INCLUDING BUT NOT LIMITED TO ADMINISTRATION OF THE MAJORITY OF MEETINGS, ASSISTANCE WITH MEMBERSHIP DUTIES AND ALL FINANCIAL DUTIES THROUGH AUGUST 2023. IN SEPTEMBER 2023 THE ORGANIZATION BEGAN PERFORMING DUTIES INTERNALLY. FORM 990, PART VI, SECTION A, LINE 6 THE SEARCH FUND ALLIANCE IS A NON-PROFIT ORGANIZATION COMPRISED OF MEMBERS WITHIN THE TRADITIONAL SEARCH FUND COMMUNITY. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION ENGAGES AN INDEPENDENT CPA TAX PROFESSIONAL TO PREPARE FORM 990. THE BOARD HAS EVALUATED THE FIRM HIRED TO PREPARE THE TAX RETURN AND DETERMINE THAT IT IS APPROPRIATELY FILED. A REVIEW OF THE FINAL VERSION OF THE FORM 990 WAS ALSO PERFORMED BY THE BOARD PRESIDENT. BOARD MEMBERS GENERALLY FEEL THAT THIS IS THE APPROPRIATE FIDUCIARY PROCESS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.