| Part I, Line 1 and Part III, Line 1: |
ESTABLISHED IN 1896, VOLUNTEERS OF AMERICA IS A NATIONAL, NONPROFIT, FAITH-BASED ORGANIZATION PROVIDING SERVICES SUCH AS HOUSING AND HEALTHCARE TO MORE THAN 2 MILLION PEOPLE IN OVER 400 COMMUNITIES EACH YEAR. IN SUPPORT OF THAT MISSION, THE HOMESTEAD AT MONTROSE, INC. WAS ORGANIZED AND IS OPERATED TO ENGAGE IN, ADVANCE, SUPPORT, PROMOTE, AND ADMINISTER HEALTH AND HEALTH-RELATED SERVICES AND SUPPORTIVE SERVICES TO SENIORS AND DISABLED INDIVIDUALS. |
| Form 990, Part VI, Section A, line 2 |
MICHAEL KING, JOSEPH BUDZYNSKI, THOMAS TURNBULL, PATRICK SHERIDAN, WAYNE OLSON, DEBORAH PERRY, NANCY GAVIN, AND CYNTHIA KELLER HAVE BUSINESS RELATIONSHIPS WITH EACH OTHER, BECAUSE THEY SERVE AS DIRECTORS, OFFICERS, AND/OR KEY EMPLOYEES OF VOLUNTEERS OF AMERICA, INC., VOLUNTEERS OF AMERICA NATIONAL SERVICES, AND/OR THEIR RELATED ORGANIZATIONS. |
| Form 990, Part VI, Section A, line 6 |
VOA National Services is a member. |
| Form 990, Part VI, Section A, line 7a |
VOA National Services has the right to elect or appoint directors. |
| Form 990, Part VI, Section A, line 7b |
VOA National Services approves amendments to the articles and bylaws. |
| Form 990, Part VI, Section B, line 11b |
The tax return is provided to the Board of Directors for review. The board has 5 days to review and give comments on the return. After the comment period, any changes will be made to the return. The Board of Directors is then provided a complete copy of the final return upon filing. |
| Form 990, Part VI, Section B, line 12c |
The policy requires officers, directors, and key employees to disclose annually interests that could give rise to conflicts. The policy and disclosure form are distributed and collected annually, and individuals are required to update the disclosure form throughout the year in the event potential conflicts arise. Potential conflicts of interest are reviewed by the Board of Directors. |
| Form 990, Part VI, Section B, line 15 |
THE ORGANIZATION'S PRESIDENT AND CEO IS NOT COMPENSATED BY THE ORGANIZATION BUT IS COMPENSATED BY A RELATED ORGANIZATION, VOLUNTEERS OF AMERICA, INC. VOLUNTEERS OF AMERICA'S PROCESS FOR DETERMINING COMPENSATION OF THE ORGANIZATION'S PRESIDENT AND CEO, OFFICERS, AND KEY EMPLOYEES INCLUDES REVIEW AND APPROVAL BY A COMPENSATION COMMITTEE FORMED OF INDEPENDENT MEMBERS APPOINTED BY THE BOARD OF DIRECTORS. THE COMPENSATION COMMITTEE CONDUCTS A MARKET COMPENSATION ANALYSIS REVIEW EVERY YEAR AND REPORTS THEIR CONCLUSIONS TO THE BOARD OF DIRECTORS. |
| Form 990, Part VI, Section C, line 19 |
The governing documents, conflict of interest policy, and financial statements are available upon request. |
| PART VI, SECTION B, LINE 13: |
the organization follows the whistleblower policy adopted by its corporate parent, volunteers of america national services. |
| PART VI, SECTION B, LINE 14: |
THE ORGANIZATION FOLLOWS THE DOCUMENT RETENTION AND DESTRUCTION POLICY ADOPTED BY ITS CORPORATE PARENT, VOLUNTEERS OF AMERICA NATIONAL SERVICES. |
| form 990, part xii, line 2c: |
Neither the oversight process of the audit or the selection process of the independent accountant changed during the tax year. |
Attach to Form 990 or 990-EZ.