Attach to Form 990 or 990-EZ.| Identifier | Return Reference | Explanation |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE ORGANIZATION'S FINANCE AND ACCOUNTING TEAM WORKS CLOSELY WITH THE ACCOUNTING FIRM HIRED TO PREPARE THE FORM 990 AND THE CFO PERFORMS A REVIEW OF THE FORM 990 PRIOR TO THE TIME IT IS FILED. THE FORM 990 IS SENT TO ALL TRUSTEES BEFORE FILING. | |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL NEW EMPLOYEES MUST COMPLETE A CONFLICT OF INTEREST (COI) FORM AS A REQUIREMENT FOR HIRE. ALL STAFF AND FACULTY MUST RESPOND TO ANNUAL "CONFLICT OF INTEREST DISCLOSURE QUESTIONNAIRE". ONCE ALL COIS ARE COLLECTED, AND DISCLOSED CONFLICTS ARE PRESENTED TO THE AUDIT & COMPLIANCE COMMITTEE FOR RESOLUTION OR MITIGATION. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ORGANIZATION CONDUCTED A NATIONWIDE SEARCH WITH AN OUTSIDE AGENCY TO FIND THEIR CEO. THE CEO HAS A WRITTEN CONTRACT. | |
| FORM 990, PART VI, SECTION C, LINE 19 | WHILE FEDERAL TAX LAWS DO NOT MANDATE THAT THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS BE MADE AVAILABLE FOR PUBLIC INSPECTION, THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | FORM 990, PART XI, LINE 9: | UNREALIZED GAIN ON SWAP BOND 4,352,078. |
| FINANCIAL STATEMENT AND REPORTING | FORM 990, PART XII, LINE 2C. | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
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