2025-04-14T20:35:23-05:00 2024-05-31 390859910 BAKER TILLY ADVISORY GROUP LP 18500 VON KARMAN AVE 10TH FLOOR IRVINE CA 92612 990 2023-06-01 941603047 JUNIOR LEAGUE OF PALO ALTO - MID PENINSULA JUNI 6503215026 555 RAVENSWOOD AVE MENLO PARK CA 94025 BENAZIR VOHRA PRESIDENT 6503215026 2025-04-08 1 0 BRIAN YACKER P00401346 9492222999 2025-04-08 2023 2025-03-06 01:10:19Z BENAZIR VOHRA 555 RAVENSWOOD AVE MENLO PARK CA 94025 840651 0 X WWW.THEJUNIORLEAGUE.ORG X 1965 CA PROMOTING VOLUNTEERISM, DEVELOPING THE POTENTIAL OF WOMEN, AND IMPROVING COMMUNITIES. 8 8 12 515 0 0 322168 184231 1335 1170 418 342 167646 250073 491567 435816 101000 142689 0 0 147454 169230 0 0 58175 304223 281066 552677 592985 -61110 -157169 6645358 7152127 1016194 878295 5629164 6273832 PROMOTING VOLUNTEERISM, DEVELOPING THE POTENTIAL OF WOMEN, AND IMPROVING COMMUNITIES THROUGH THE EFFECTIVE ACTION AND LEADERSHIP OF TRAINED VOLUNTEERS. 0 0 188562 142689 251586 COMMUNITY PROJECTS, GRANTS, OUTREACH, AND SERVICES - PROVIDES SUPPORT TO SELECTED ORGANIZATIONS THAT ADDRESS CRITICAL COMMUNITY NEEDS THAT ALIGN WITH THE MISSION AND FOCUS AREA OF THE ORGANIZATION. THE ORGANIZATION IDENTIFIES CRITICAL COMMUNITY NEEDS, EVALUATES POTENTIAL FOR VOLUNTEER PLACEMENT, AND ADVOCATES ON BEHALF OF THE ORGANIZATION'S INTEREST. THE ORGANIZATION SERVED 95,000 CLIENTS DURING FISCAL YEAR 2023 (95,000 CLIENTS DURING FISCAL YEAR 2022). THE SHOP RESELLS GENTLY-USED, DONATED ITEMS AND THE PROCEEDS SUPPORT THE LEAGUE'S MISSION AND PHILANTHROPIC EFFORTS. 145005 292 TRAINING - DEVELOPS THE POTENTIAL OF WOMEN VOLUNTEERS THROUGH WORKSHOPS, SEMINARS, AND SHORT TRAININGS THAT ALIGN WITH THE MISSION OF THE ORGANIZATION. A TOTAL OF 103 MEMBERS WERE SERVED DURING THE FISCAL YEAR 2023 (109 MEMBERS DURING THE FISCAL YEAR 2022). 74428 439 MEMBER SUPPORT - PROMOTE VOLUNTEERISM, DEVELOP THE POTENTIAL OF ITS MEMBERS FOR VOLUNTARY PARTICIPATION IN COMMUNITY AFFAIRS, AND DEMONSTRATE THE EFFECTIVENESS OF TRAINED VOLUNTEERS. THE ORGANIZATION PROVIDED SERVICES TO 515 MEMBERS DURING FISCAL YEAR 2023 (543 MEMBERS DURING FISCAL YEAR 2022). 407995 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 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 12 0 1 12 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 8 8 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X AMY E ALDRICH 6503215026 555 RAVENSWOOD AVE MENLO PARK CA 94025 X BENAZIR VOHRA PRESIDENT 5.00 X X 0 0 0 TARA BOREJKA SECRETARY 5.00 X X 0 0 0 JACQUELYN RYSZ TREASURER 5.00 X X 0 0 0 MADELINE LEHMAN NOMINATING CHAIR 5.00 X X 0 0 0 ANDREA RESSI EXECUTIVE VP 5.00 X 0 0 0 SARA HOLLISTER DIRECTOR 5.00 X 0 0 0 CHRISTINA HOOD DIRECTOR 5.00 X 0 0 0 LANE GALLETT SMITH DIRECTOR 5.00 X 0 0 0 0 0 0 0 0 0 0 0 52627 16868 7500 107236 8281 184231 COMMUNITY PROJECTS 900099 439 439 MEMBER SUPPORT 900099 439 439 TRAINING 900099 292 292 1170 342 342 27676 16868 29733 -2057 -2057 795 30 765 765 626219 375072 251147 251147 REFUNDS 900099 218 218 218 435816 252317 0 -732 142689 142689 115813 57907 28953 28953 7000 3500 1750 1750 19716 9858 4929 4929 26701 13351 6675 6675 120 120 30196 30196 14582 14582 22058 12544 6767 2747 22018 17326 4692 32430 25223 7207 72223 64431 435 7357 34120 23884 6824 3412 20741 4704 13685 2352 COMMITTEE EXPENSE 32078 32078 MISCELLANEOUS 500 500 592985 407995 126815 58175 407198 347752 505853 0 151002 150857 40551 30460 764495 661745 127218 102750 4559806 5773192 853730 747116 6645358 7152127 91595 54801 41288 39878 883311 783616 1016194 878295 X 2017099 2150032 3612065 4123800 5629164 6273832 6645358 7152127 -157169 801837 0 X X 0 1 X 1 0 X 103216 176149 272643 322168 184231 1058407 516706 306079 510720 515407 627389 2476301 619922 482228 783363 837575 811620 3534708 2505 8157 4135 5420 640 20857 0 2505 8157 4135 5420 640 20857 3513851 9043 429 58 418 342 10290 9043 429 58 418 342 10290 765 765 2432 721 218 3371 631397 483378 783421 837993 812945 3549134 0.99010 0.92840 0.00290 0.06390 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2019 AMOUNT: $ 2,432. 2020 AMOUNT: $ 721. REFUNDS - 2023 AMOUNT: $ 218. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 0 0 0 0 0 0 0 0 0 0 PART II-B, LINE 1: LETTERS WRITTEN TO BOARD OF SUPERVISORS IN SAN MATEO AND SANTA CLARA COUNTY. 4388885 67042 712710 171108 4997529 4549478 52621 -43611 169603 4388885 4759445 108920 -161570 157317 4549478 3988247 86591 833649 149042 4759445 3850686 65417 228443 156299 3988247 0.17483 0.55731 0.26786 0 0 690017 628689 61328 74478 33056 41422 102750 DEPOSIT 7963 OPERATING RIGHT-OF-USE ASSETS 739153 747116 OPERATING LEASE LIABILITY 783616 783616 X 1223449 801837 378 802215 421234 14582 14582 435816 578781 378 378 578403 14582 14582 592985 PART V, LINE 4: THE ENDOWMENT FUND AND ITS ASSETS ARE ESTABLISHED AS A SEPARATE FUND FOR THE BENEFIT OF THE JUNIOR LEAGUE OF PALO ALTO MID PENINSULA, INC (THE "LEAGUE") WITH THE PURPOSE OF PROVIDING A PERPETUAL SOURCE OF FUNDS TO SUPPORT THE LEAGUE'S COMMUNITY PROGRAMS. PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND STATE FRANCHISE TAXES UNDER SECTION 23701D OF THE CALIFORNIA REVENUE AND TAXATION CODE. ALTHOUGH THE ORGANIZATION IS RECOGNIZED AS TAX EXEMPT, IT IS STILL LIABLE FOR INCOME TAX ON ITS UNRELATED BUSINESS TAXABLE INCOME (UBTI). THE ORGANIZATION DOES NOT BELIEVE IT HAS UBTI THAT WILL RESULT IN AN INCOME TAX LIABILITY. THE ORGANIZATION'S FEDERAL EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURNS ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE, GENERALLY FOR THREE YEARS AFTER THEY ARE FILED. THE ORGANIZATION APPLIES THE PROVISIONS SET FORTH IN FASB ASC TOPIC 740, INCOME TAXES, TO ACCOUNT FOR THE UNCERTAINTY IN INCOME TAXES. THE ORGANIZATION ASSESSED ALL INCOME TAX POSITIONS TAKEN WHERE THE STATUTE OF LIMITATIONS REMAINS OPEN. THE ORGANIZATION BELIEVES ITS TAX FILING POSITIONS WILL BE SUSTAINED UPON TAX EXAMINATIONS; THEREFORE, NO LIABILITY FOR UNCERTAIN INCOME TAX POSITION HAS BEEN RECORDED THROUGH MAY 31, 2024. THE ORGANIZATION DOES NOT ANTICIPATE ANY SIGNIFICANT INCREASES OR DECREASES TO UNCERTAIN INCOME TAX POSITIONS DURING THE NEXT TWELVE MONTHS. STARRY NIGHT 44544 16868 27676 1356 13627 14750 44544 16868 27676 1356 13627 14750 29733 -2057 1 HIP HOUSING 800 S CLAREMONT STREET 210 SAN MATEO CA 94402 942154614 501(C)(3) 50000 0 TO PROVIDE RENT FOR FAMILIES IN OUR COMMUNITY AND A NEW PARTNERSHIP THAT WILL CREATE A "POP UP SHOP" TO EMPOWER WOMEN WHO ARE SEEKING EMPLOYMENT AND OTHER OPPORTUNITIES REDWOOD CITY FRIENDS OF LITERACY 1044 MIDDLEFIELD ROAD REDWOOD CITY CA 94063 943133401 501(C)(3) 34185 0 TO PURCHASE STEAM LEARNING KITS FOR SMALL GROUP LEARNING AND PROVIDE HEALTHY FOOD AND MENTAL HEALTH RESOURCES FOR PROJECT READ FAMILIES THERE WITH CARE OF THE BAY AREA 2682 MIDDLEFIELD ROAD SUITE H REDWOOD CITY CA 94063 453952029 501(C)(3) 30000 0 TO PROVIDE SUPPLIES FOR PATIENT AND FAMILY SUPPORT PROGRAMS ONE LIFE COUNSELING CENTER 1303 SAN CARLOS AVENUE SAN CARLOS CA 94070 810919786 501(C)(3) 15000 0 TO SUPPORT NATIVE LANGUAGE COUNSELING SERVICES MENLO PARK CITY SCHOOL DISTRICT 181 ENCINAL AVENUE ATHERTON CA 94027 943084034 GOV 0 7504 ART SUPPLIES TO FOSTER POSITIVE MENTAL HEALTH AMONG ELEMENTARY AGE STUDENTS IN OUR COMMUNITY 5 0 PART I, LINE 2: GRANTS COMMITTEE REVIEWS ALL GRANT SUBMISSIONS AND MAKES A RECOMMENDATION TO JLPAMP BOARD FOR APPROVAL. MONIES DISTRIBUTED TO SELECTED GRANTEES AFTER CONTRACT SIGNED. MID-YEAR AND YEAR-END REPORTING BY GRANTEE REQUIRED. FORM 990, PART VI, SECTION A, LINE 6 A. NEW MEMBER 1. NEW MEMBERS ARE THOSE MEMBERS WHO ARE ENGAGED IN TRAINING ESTABLISHED BY THIS LEAGUE TO PREPARE THEM FOR EFFECTIVE COMMUNITY AND LEAGUE INVOLVEMENT. 2. NEW MEMBERS SHALL BE ADMITTED TO ACTIVE MEMBERSHIP UPON THE SUCCESSFUL COMPLETION OF THEIR NEW MEMBER TRAINING AND RATIFICATION BY THE BOARD OF DIRECTORS. 3. MEMBERSHIP MAY BE DEFERRED FOR A PERIOD OF 12 MONTHS, UPON APPROVAL BY THE BOARD OF DIRECTORS. 4. NEW MEMBERS HAVE RESTRICTED VOTING PRIVILEGES. 5. NEW MEMBERS ARE NOT ELIGIBLE TO HOLD OFFICE. B. ACTIVE MEMBERSHIP 1. ACTIVE MEMBERS ARE THOSE MEMBERS WHO HAVE COMPLETED NEW MEMBER TRAINING AND WHO, HAVING BEEN ADMITTED TO ACTIVE MEMBERSHIP, FULFILL ALL COMMITMENTS OF ACTIVE MEMBERSHIP. 2. ACTIVE MEMBERS, WITH THE EXCEPTION OF THOSE WITH NON-RESIDENT STATUS, ARE ELIGIBLE TO VOTE AND HOLD OFFICE. 3. AN ACTIVE MEMBER MUST COMPLETE ONE NEW MEMBER AND SIX ACTIVE YEARS OF MEMBERSHIP, EXCLUDING LEAVES OF ABSENCE, RESIGNATIONS OR NON-RESIDENT STATUS, BEFORE SHE MAY BECOME A SUSTAINING MEMBER. C. ACTIVE PLUS MEMBERSHIP 1. ACTIVE PLUS MEMBERS ARE THOSE MEMBERS WHO HAVE COMPLETED ONE NEW MEMBER AND FOUR OR MORE ACTIVE YEARS OF MEMBERSHIP, EXCLUDING LEAVES OF ABSENCE, RESIGNATIONS OR NON-RESIDENT STATUS. 2. ACTIVE PLUS MEMBERS, WITH THE EXCEPTION OF THOSE WITH NON-RESIDENT STATUS, ARE ELIGIBLE TO VOTE AND HOLD OFFICE. 3. AN ACTIVE PLUS MEMBER MAY BECOME A SUSTAINING MEMBER BY NOTIFYING THIS LEAGUE IN WRITING BY APRIL 1 FOR THE STATUS CHANGE TO BE EFFECTIVE AT THE BEGINNING OF THE NEXT LEAGUE YEAR. D. SUSTAINING MEMBERSHIP 1. SUSTAINING MEMBERS ARE THOSE MEMBERS WHO HAVE FULFILLED THE PLACEMENT REQUIREMENTS AND ONE NEW MEMBER AND SIX ACTIVE YEARS OF MEMBERSHIP, EXCLUDING LEAVES OF ABSENCE, RESIGNATION OR NON- RESIDENT STATUS. 2. EMERITUS STATUS WILL BE GRANTED AUTOMATICALLY TO ANY SUSTAINING MEMBER WHO HAS REACHED THE AGE OF EIGHTY YEARS. 3. A SUSTAINING MEMBER IN GOOD STANDING OF THIS LEAGUE SHALL BE ELIGIBLE FOR THE POSITION OF SUSTAINER DIRECTOR ON THE BOARD OF DIRECTORS. 4. SUSTAINING MEMBERS SHALL HAVE ALL THE PRIVILEGES OF MEMBERSHIP EXCEPT THAT THEY MAY NOT VOTE OR, WITH THE EXCEPTION OF THE MEMBER WHO SHALL HOLD THE POSITION OF SUSTAINER DIRECTOR, HOLD OFFICE. 5. A SUSTAINING MEMBER MAY BE RECLASSIFIED AS AN ACTIVE OR ACTIVE PLUS MEMBER BY REQUESTING IN WRITING TO THIS LEAGUE BY APRIL 1 FOR THE STATUS CHANGE TO BE EFFECTIVE AT THE BEGINNING OF THE NEXT LEAGUE YEAR. E. HONORARY MEMBERSHIP 1. HONORARY MEMBERSHIP MAY BE CONFERRED UPON A LIMITED NUMBER OF INDIVIDUALS IN HONOR OF SUSTAINED SERVICE TO THE JUNIOR LEAGUE OF PALO ALTO MID PENINSULA OR TO THE COMMUNITY. UPON RECOMMENDATION OF THE BOARD OF DIRECTORS, AN INDIVIDUAL SHALL BE ELECTED TO HONORARY MEMBERSHIP BY A 2/3 VOTE OF THE MEMBERSHIP. THERE SHALL BE NO AGE RESTRICTIONS FOR HONORARY MEMBERS. 2. AN HONORARY MEMBER MAY ATTEND ALL LOCAL ACTIVITIES OF THIS LEAGUE, BUT MAY NOT VOTE, HOLD OFFICE OR BE ELIGIBLE FOR THE PRIVILEGES OF MEMBERSHIP. 3. AN HONORARY MEMBER SHALL HAVE NONE OF THE COMMITMENTS OF MEMBERSHIP. FOR THE AVOIDANCE OF DOUBT, ONLY ACTIVE AND ACTIVE PLUS MEMBERS ARE VOTING MEMBERS OF THIS LEAGUE AS THAT TERM IS DEFINED UNDER SECTION 5056 OF THE CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION LAW (THE "LAW"). FORM 990, PART VI, SECTION A, LINE 7A NOMINATION OF DIRECTORS: A. THE NOMINATING COMMITTEE SHALL PRESENT A SINGLE SLATE OF CANDIDATES FOR THE POSITIONS TO BE FILLED. THE SLATE SHALL BE SENT TO EACH VOTING MEMBER OF THIS LEAGUE. B. INDEPENDENT NOMINATIONS MAY BE MADE IN WRITING BY 5% OF THE ACTIVE OR ACTIVE PLUS MEMBERSHIP AS OF JUNE 1 OF THE YEAR OF THE CHALLENGE. SUCH NOMINATIONS MUST BE RECEIVED BY THE NOMINATING COMMITTEE, WITH A WRITTEN ACCEPTANCE BY THE NOMINEE, AT LEAST 15 DAYS PRIOR TO THE ELECTION MEETING AND SHALL BE INCLUDED WITH THE NOMINATING COMMITTEE'S SLATE AT THE ELECTION MEETING. ELECTION: DIRECTORS SHALL BE ELECTED BY BALLOT AT A GENERAL MEETING OF THE MEMBERSHIP, PRIOR TO THE ANNUAL MEETING. WHERE THERE IS ONLY ONE CANDIDATE FOR AN OFFICE, ELECTION MAY BE BY VOICE VOTE. DIRECTORS SHALL BE ELECTED FOR A TERM OF ONE YEAR, AND SHALL NOT SERVE IN THE SAME OFFICE FOR MORE THAN TWO CONSECUTIVE YEARS. DIRECTORS SHALL ASSUME THEIR DUTIES EFFECTIVE THE FIRST DAY OF THE FISCAL YEAR. FORM 990, PART VI, SECTION A, LINE 7B DECISIONS OF THE GOVERNING BODY APPROVED BY MEMBERS: A 2/3 AFFIRMATIVE VOTE OF THE VOTES CAST SHALL BE REQUIRED TO RATIFY PROJECTS, FUNDRAISERS, FUNDRAISER MEMBERSHIP OBLIGATIONS, POSITION STATEMENTS, FOCUS AREAS, AND BYLAWS AMENDMENTS. A SIMPLE MAJORITY OF VOTES CAST SHALL DECIDE ALL OTHER QUESTIONS WITH THE EXCEPTION OF THE SLATE TO ELECT THE NOMINATING COMMITTEE MEMBERS WHEREIN A PLURALITY VOTE ELECTS. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE FORM 990 IS REVIEWED BY VARIOUS MEMBERS OF THE BOARD OF DIRECTORS. ANY QUESTIONS OR PROPOSED REVISIONS/ADDITIONS ARE COMMUNICATED BY THE REVIEWERS TO THE OUTSIDE CPA PREPARER OF THE FORM 990. A COPY OF THE FINAL FORM 990 IS FORWARDED TO ALL MEMBERS OF THE ORGANIZATION'S BOARD OF DIRECTORS BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS REVIEWED WITH THE BOARD OF DIRECTORS AND THE PROJECT DEVELOPMENT COMMITTEE EACH YEAR AND AGAIN AT THE POINT WHERE AN ACTUAL ITEM UNDER DISCUSSION HAS A CONFLICT. THE MEMBER AFFECTED ABSTAINS FROM ANY RELATED VOTE AND LEAVES THE ROOM WHILE THE VOTE TAKES PLACE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE ORGANIZATION DID NOT CHANGE ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.