Attach to Form 990 or 990-EZ.| Identifier | Return Reference | Explanation |
|---|---|---|
| Pt VI-C, Line 19 | Our governing documents and 990's are available to | |
| the public upon request. | ||
| Pt XII, Line 2c | The executive committee is responsible for the | |
| oversight/review of the organization's financial | ||
| statements and selection of the independent accountant. | ||
| Pt VI-B, Line 11a | The 990 draft was emailed to board members with a | |
| a request that each member respond during a comment | ||
| period with either an approval or with additions/ | ||
| corrections. Responses were then summarized | ||
| and any changes were forwarded to the tax preparer | ||
| for inclusion in the final return. | ||
| Pt VI-B, Line 15 | The executive committee annually reviews salaries of | |
| key staff persons of similar-sized organizations using | ||
| United Way and other comparable surveys to help | ||
| determine the organization's executive director's | ||
| and other staff salaries. Budgetary limits are also | ||
| taken into consideration when determining salaries. | ||
| Pt VI-B, Line 12c | The board is currently reviewing conflict of interest | |
| documents and will adopt one in the near future. | ||
| Pt VI-A, Line 6 | Per the organization's by-laws, membership is open to | |
| any organization which supports the purposes and | ||
| objectives of the organization. | ||
| Pt VI-A, Line 7a | Each member organization designates one person to be | |
| its voting representative on the state board. | ||
| Pt VI-A, Line 7b | Because the member organizations constitute the board of | |
| directors, they have to approve the decisions. | ||
| Form 990EZ, Part II, Line 24 | GRANTS AND ACCOUNTS RECEIVABLE 102502. PREPAID EXPENSES 1324. | |
| Form 990EZ, Part II, Line 26 | ACCOUNTS PAYABLE 8870. ACCRUED VACATIONS 6493. PAYROLL TAXES PAYABLE 0. | |
| Form 990, Part IX, Line 24f | VOLUNTEER EXPENSES WEBSITE COSTS INTERNET CONSULTANT BANK CHARGES | |
| Pt.IX,line 26 | Joint costs - All the specific expenses for the | |
| creation, printing, and mailing of the newsletters and | ||
| other direct mail solicitations and website maintenance | ||
| are considered 100% fundraising expenses in column D | ||
| when they don't meet the SOP 98-2 criteria of purpose, | ||
| audience, and content. Staff time expended on combined | ||
| educational campaigns and fundraising solicitations | ||
| sometimes meets the joint cost allocation criteria and | ||
| sometimes it doesn't. Tracking the time by specific | ||
| task (fundraising solicitation, newsletter production, | ||
| meetings with donors, writing grants, updating the | ||
| website, working with volunteers, etc.), calculating | ||
| the cost of the activity, then determining the allocation | ||
| based on the joint cost criteria would be onerous. As | ||
| an alternative, the costs of each staff person involved | ||
| in combined educational campaigns and fundraising | ||
| solicitations are allocated in Part IX based on a | ||
| reasonable estimate of time spent on program, | ||
| management, and fundraising activities. The allocation | ||
| of their salaries and fringes are included on line 26. | ||
| Pt.IX,lines5&7 | The organization shares facilities, staff and other over- | |
| head expenses with an unrelated tax-exempt organization. | ||
| Most expenses are paid by this organization and then | ||
| reimbursed by the other organization for its share based | ||
| on time spent or other criteria. Consequently, the | ||
| total reported on this organization's payroll returns | ||
| and W-2's is more than the salaries/wages reported on | ||
| lines 5 & 7 of Part IX because of this reimbursement. | ||
| Pt.VI B,line 13 | The board is currently reviewing whistleblower policies | |
| and will adopt one in the near future. | ||
| Pt.VI B,line 14 | The board is currently reviewing document retention/ | |
| destruction policies and will adopt one in the near future. |
| Software ID: | 10000104 |
| Software Version: |