Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at| Return Reference | Explanation |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION'S VOTING MEMBERS INCLUDE FELLOW AND ASSOCIATE MEMBERS. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE MEMBERS ELECT THE BOARD OF DIRECTORS AT THE ANNUAL MEETING. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE ORGANIZATION'S REVIEW OF TAX FORMS IS EXTENSIVE. FOR THE FORM 990, A TAX PROFESSIONAL (A CPA) FROM THE INDEPENDENT ACCOUNTING FIRM THAT AUDITED THE ORGANIZATION'S FINANCIAL STATEMENTS PREPARES A DRAFT OF THE FORM WITH INPUT FROM SENIOR STAFF AND ITS OUTSOURCED ACCOUNTING SERVICES CONSULTANTS (ANOTHER CPA FIRM). ANY CHANGES OR CONCERNS ARE BROUGHT TO THE ATTENTION OF MANAGEMENT AND NECESSARY MODIFICATIONS ARE MADE PRIOR TO SUBMISSION. THE FINAL 990 IS CIRCULATED ELECTRONICALLY TO THE ELECTED LEADERSHIP PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | BOTH IN WRITING AND VERBALLY AT ANY BOARD OF DIRECTORS MEETINGS, ALL CONFLICTS OF INTEREST MUST BE DISCLOSED AND NOTED. IF AN ISSUE ARISES WHEREIN THERE IS PERCEIVED CONFLICT, THAT DIRECTOR REFRAINS FROM VOTING. |
| FORM 990, PART VI, SECTION B, LINE 15A | COMPENSATION CONSULTANTS ARE RETAINED BY THE ORGANIZATION TO EVALUATE INDUSTRY MARKET TRENDS AND MAKE RECOMMENDATIONS AS PART OF AN ANNUAL COMPENSATION REVIEW. THE REPORT IS PRESENTED TO THE EXECUTIVE COMMITTEE FOR CONSIDERATION AND DECISION. NO OTHER OFFICERS OR ELECTED LEADERS ARE COMPENSATED. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. |
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