Return Reference | Explanation |
---|---|
Part VI, Line 11a | Form 990 is available for review by all members of the governing body. |
Part VI, Line 15 | A pension benefit plan as defined in the Employee Retirement Income Security Act of 1974 has been adopted by the company for the purpose of rewarding long and loyal service to the company by providing additional financial security at retirement to the company's executive director. This Plan is a type of qualified retirement plan commonly referred to as a defined benefit cash balance plan. All money that is contributed to the plan is held in a trust fund. The company engaged a CPA firm to help decide on the right plan as well as determine the amount of benefit the director was eligible for using IRS pension benefit rules and regulations. The actuary concluded the executive director was eligible for a retirement benefit of up to $188,000 in the fiscal year 2021. The benefit was computed based on the director's salary history and 31 years of service to the organization as of 8 31 22. All amounts are reported in the 990 on Part IX line 8 and on Part X lines 15 and 25 as well as in Schedule D on Parts IX and X. |
Part VI, Line 18 | Forms and organizational documents are available through public record and upon request of the organization. |
Part IX, Line 11g | Represents clinician coaching training expenses and other administrative expenses. |
Software ID: | |
Software Version: |