Attach to Form 990 or 990-EZ.| Identifier | Return Reference | Explanation |
|---|---|---|
| FORM 990, PART V, LINE 2B: | THE ORGANIZATION HAS AN EMPLOYEE LEASING AGREEMENT WITH A PROFESSIONAL EMPLOYER ORGANIZATION. IN ACCORDANCE WITH IRS INSTRUCTIONS THE COMPENSATION PAID TO THE LEASING COMPANY HAS BEEN TREATED LIKE COMPENSATION PAID TO A MANAGEMENT COMPANY FOR PURPOSES OF 990 COMPENSATION REPORTING. HOWEVER, SINCE THE ORGANIZATION LEASES ITS EMPLOYEES IT IS NOT RESPONSIBLE FOR FILING ANY FEDERAL EMPLOYMENT TAX RETURNS. | |
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZA TION HAS MEMBERS THE MEMBERS ARE ACCOUNTING FIRMS LOCATED THROUGHOUT THE COUNTRY. | |
| FORM 990, PART VI, SECTION A, LINE 7A | THE MEMBERS ELECT A BOARD OF DIRECTORS EACH YEAR. | |
| FORM 990, PART VI, SECTION A, LINE 7B | THERE ARE DECISIONS MADE BY THE GOVERNING BODY WHICH ARE SUBJECT TO APPROVAL BY THE MEMBERS. | |
| FORM 990, PART VI, SECTION B, LINE 11 | MANAGEMENT REVIEWS THE TAX RETURN BEFORE IT IS FILED. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION HAS THEIR OFFICERS AND DIRECTORS SIGN CONFLICT OF INTEREST WAIVERS. | |
| FORM 990, PART VI, SECTION B, LINE 15A | THE PROCESS FOR DETERMINING THE EXECUTIVE DIRECTOR'S SALARY WAS BASED ON AN ANNUAL SURVEY FOR DOUGLAS THOMPSON, JR AND BASED ON THE EXECUTIVE SEARCH PROCESS FOR ALAN DEICHLER. THE BOARD REVIEWS EACH YEAR. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC. | |
| FORM 990, PART VI, LINE 9; | DALE GETTELFINGER - PO BOX 1407, NEW ALBANY, IN 47151 KATHY KLANG - 600 HIGHWAY 169 S , STE 1625, ST LOUIS PARK, MN 55426 STEVEN KNEBEL - 401 CONGRESS AVE, STE 1100, AUSTIN, TX 78701 THOMAS MCNABOLA - 1717 ROUTE 208, FAIR LAWN, NJ 07410 DAVID DEETER - 600 PEACHTREE ST NE, STE 1900, ATLANTA, GA 30308 DAVID BLUEMLING - 3605 MCKNIGHT EAST DRIVE, PITTSBURGH, PA DAVID NISSEN - 2560 FOXFIELD RD, SUITE 300, ST. CHARLES, IL 60174 STUART ROSENBERG - 1001 BIRCKELL BAY DR. 9TH FLOOR, MIAMI, FL 33131 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | FORM 990, PART XI, LINE 5: | NET UNREALIZED GAINS ON INVESTMENTS: 125,300. |
| FORM 990, PART XI, LINE 2C: | THE PROCESS FOR SELECTION OF THE INDEPENDENT AUDITOR HAS REMAINED CONSISTENT WITH THE PRIOR YEAR. |
| Software ID: | |
| Software Version: |