Attach to Form 990 or 990-EZ.| Identifier | Return Reference | Explanation |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 8B | THE BOARD OF TRUSTEES HAS NO COMMITTEES THAT WOULD ACT WITH AUTHORITY ON BEHALF OF THE GOVERNING BODY. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS REVIEWED BY THE PLAN ADMINISTRATOR AND THEN PRESENTED TO THE BOARD OF TRUSTEES FOR APPROVAL. | |
| FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION'S PLAN ADMINISTRATOR AND CONTROLLER ARE PAID BY DISTRICT COUNCIL 1. THE ORGANIZATION HAS A CONTRACT WITH DISTRICT COUNCIL 1 FOR ADMINISTRATION AND CONTROLLER FEES NEGOTIATED BY THE BOARD OF TRUSTEES. | ||
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THE CONFLICT OF INTEREST POLICY AND THE FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST TO PARTICIPANTS ONLY. | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -9,066. |
| FORM 990, PART XII, LINE 2C | THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. | |
| FORM 990, PART VII | HOWARD FISK AND JAMES STEGBAUER RECEIVE COMPENSATION FROM DISTRICT COUNCIL 1 FOR THEIR SERVICES TO THE ORGANIZATION. DISTRICT COUNCIL 1 IS AN UNRELATED ENTITY. DISTRICT COUNCIL 1 IS CHARGED AN ADMINISTRATIVE FEE FOR SERVICES. |
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