Attach to Form 990 or Form 990-EZ.
Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
| (i)Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
| Total | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... | 144,149 | 199,731 | 136,367 | 254,831 | 1,157,153 | 1,892,231 |
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | 144,149 | 199,731 | 136,367 | 254,831 | 1,157,153 | 1,892,231 |
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. | ||||||
| 6 | Public support. Subtract line 5 from line 4. | 1,892,231 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 144,149 | 199,731 | 136,367 | 254,831 | 1,157,153 | 1,892,231 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 99 | 288 | 218 | 605 | 1,210 | |
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | ||||||
| 11 | Total support Add lines 7 through 10. | 1,965,558 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose...... | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513.. | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 6 | Total. Add lines 1 through 5. | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons... | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support (Subtract line 7c from line 6.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e | Discount claimed for blockage or other factors (explain in detail in Part VI): | |||||
| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| 7 | Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions) | |||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
||
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2014 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2014 |
(iii) Distributable Amount for 2014 |
|
|---|---|---|---|---|
|
1
Distributable amount for 2014 from Section C, line 6 |
||||
|
2
Underdistributions, if any, for years prior to 2014 (reasonable cause required--see instructions) |
||||
| 3 Excess distributions carryover, if any, to 2014: | ||||
| a From 2009.......X | ||||
| b From 2010.......X | ||||
| c From 2011.......X | ||||
| d From 2012.......X | ||||
| e From 2013....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2014 distributable amount | ||||
|
i
Carryover from 2009 not applied (see instructions) |
||||
| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2014 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2014 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2014, if any. Subtract lines 3g and 4a from line 2 (if amount greater than zero, see instructions) |
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|
6
Remaining underdistributions for 2014. Subtract lines 3h and 4b from line 1 (if amount greater than zero, see instructions) |
||||
|
7 Excess distributions carryover to 2015. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a From 2010.......X | ||||
| b From 2011.......X | ||||
| c From 2012.......X | ||||
| d From 2013....... | ||||
| e From 2014....... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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| Software ID: | |
| Software Version: |
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, PAGE 2, PART III, LINE 4A | 1)PATIENT SERVICES ICAN CONTINUED TO DEVELOP ITS PATIENT PROGRAM SERVICES IN HEALTH CARE ACCESS, PERSONALIZED MEDICINE AND NOVEL CANCER THERAPEUTICS, MOLECULAR PROFILING AND TARGETS, AND PATIENT CASE NAVIGATION, SERVING, VIA PUBLIC INQUIRIES AND DIRECT PATIENT NAVIGATION, MORE THAN 850 PATIENTS/SPOUSES/FAMILY MEMBERS/CAREGIVERS. ICAN HANDLED A MULTIPLICITY OF TOPICS FROM HEALTH CARE ACCESS, INSURANCE ISSUES, CONTINUITY OF CARE, REFERRALS TO EXPERT ONCOLOGISTS AND SPECIALISTS, PRECISION MEDICINE AND MOLECULAR DIAGNOSTICS ISSUES, EXPANDED ACCESS/COMPASSIONATE USE, TO CLINICAL TRIALS ENROLLMENT AND RETENTION. PATIENTS WERE REFERRED BY PAST AND CURRENT PATIENTS; PHYSICIANS, NURSES, AND HEALTH CARE PROFESSIONALS; BOARD AND COUNCIL MEMBERS OF THE ORGANIZATION; VOLUNTEERS THROUGHOUT ICAN'S GLOBAL VOLUNTEER NETWORK OF NEARLY 1100 HIGHLY QUALIFIED PROFESSIONALS, POST-DOCTORAL STUDENTS, MEDICAL SCHOOL STUDENTS, AND UNIVERSITY STUDENTS; EXPOSURE AT CONFERENCES; AND THE GROWING REACH OF ICAN'S WEBSITE WHICH ATTAINED "HONCODE CERTIFICATION" FROM THE PRESTIGIOUS HEALTH ON THE NET FOUNDATION IN 2014. ICAN'S PATIENT SERVICES RECEIVED ADDED EXPOSURE THROUGHOUT THE CANCER PATIENT COMMUNITY BY BEING LISTED AS THE ONLY RECOMMENDED CANCER PATIENT ADVOCACY CHARITY IN DR. ROBERT A. NAGOURNEY'S BOOK "OUTLIVING CANCER: THE BETTER, SMARTER WAY TO TREAT YOUR CANCER." ICAN WAS NAMED A MEMBER OF THE STAND UP TO CANCER DREAM TEAM FOR COLON CANCER, WORKING WITH DREAM TEAM LEADER GERRIT MEIJER, MD, PHD, PROFESSOR OF PATHOLOGY AT THE NETHERLANDS CANCER INSTITUTE IN AMSTERDAM AND VICTOR E. VELCULESCU, MD, PHD, PROFESSOR OF ONCOLOGY AND PATHOLOGY AT THE JOHNS HOPKINS SIDNEY KIMMEL COMPREHENSIVE CANCER CENTER IN BALTIMORE. ICAN, THROUGH ITS PROFESSIONAL COUNCILS, FOCUSED ON ISSUES SUCH AS SMALL MOLECULE KINASE INHIBITORS, BIOLOGICAL AGENTS, NATURAL PRODUCTS, MONOCLONAL ANTIBODIES, IMMUNOTHERAPY CHECKPOINTS AND PD1 IMMUNE CHECKPOINT INHIBITION AS WELL AS THERAPEUTIC VACCINES. ADDITIONAL EXPERTS WERE ADDED TO ICAN'S BIOMARKERS COUNCIL ON THE SUBJECTS OF CIRCULATING TUMOR DNA AND LIQUID BIOPSIES TO ASSESS CLONAL EVOLUTION AND DRUG RESISTANCE. THE ORGANIZATION CONTINUED TO PURSUE ITS "TUMOR BOARD" APPROACH TO THE MOST DIFFICULT OR INTRACTABLE PATIENT CASES, UTILIZING RELEVANT MEMBERS FROM ITS PHYSICIANS ADVISORY COUNCIL, ITS SCIENTIFIC ADVISORY COUNCIL, AND ITS BIOMARKERS COUNCIL. GRATEFUL PATIENTS AND THEIR FAMILIES ESTABLISHED THE FOLLOWING NAMED PROGRAMS AT ICAN IN MEMORY OF THEIR LOVED ONES: THE ANTHONY BUA PATIENT ADVOCACY PROGRAM, THE HEMANGI DHAVALE MAHABALESHWARKAR BREAST CANCER CLINICAL TRIALS PROGRAM, THE CAROL AND MICHAEL HEARONS FAMILY ADVOCACY PROGRAM, THE ELAINE MICHAEL-PRICE CANCER PATIENT ADVOCACY PROGRAM, THE MITZI HARAMINA BIOLOGIC MEDICINES AND BIOSIMILARS PATIENT SAFETY PROGRAM, THE HELEN JODICE LIVER-DIRECTED THERAPIES PROGRAM, THE ROBERT KEENE SCHURMAN COMPASSIONATE USE/EXPANDED ACCESS PROGRAM, THE JAHANGIR AFSHARINASAB CANCER PATIENT ADVOCACY PROGRAM, AND THE ANDY HURWITZ GUIDING LIGHT PROGRAM. THE ICAN BIOMARKERS COUNCIL IS COMPRISED OF GLOBAL KEY OPINION LEADERS AND GIFTED AND ACCOMPLISHED SCIENTISTS FROM TOP, CUTTING EDGE INDUSTRY AND ACADEMIC PROGRAMS. LED BY SCOTT M. KAHN, PH.D., AN ONCOLOGY AND BIOMARKERS EXPERT FROM COLUMBIA UNIVERSITY AND ONCOSTEM BIOTHERAPEUTICS, BIOMARKERS COUNCIL MEMBERS PROVIDE ICAN WITH DEEP EXPERTISE IN MANY ASPECTS OF BIOMARKER THEORY AND TECHNOLOGY AS WELL AS STATE OF THE ART APPLICATIONS TO INDIVIDUAL CANCER CASES AND THERAPEUTIC REGIMENS. THROUGHOUT 2014, THE BIOMARKERS COUNCIL ROUTINELY SUPPORTED OF ICAN'S EFFORTS WITH INDIVIDUAL PATIENT CASES, INTERPRETING MOLECULAR PROFILING RESULTS AND RESEARCHING AND PROVIDING ANSWERS TO SPECIFIC QUESTIONS AND PROJECTS RELATED TO PROPOSED PATIENT BIOMARKER STRATEGIES. THE BIOMARKERS COUNCIL ASSISTED WITH MANY CHALLENGING PATIENT CASES, INCLUDING AMONG OTHERS, CANCERS OF UNKNOWN PRIMARY, AND AN EXCEEDINGLY RARE CASE OF METASTATIC MERKEL CELL CARCINOMA. UPON REQUEST, THE BIOMARKERS COUNCIL MADE USE OF ITS DEEP ACADEMIC/INDUSTRY NETWORK, VIGOROUSLY CONTACTING LEADING SCIENTISTS, CLINICIANS, AND DECISION MAKERS FOR THE PURPOSE OF ACCESSING CUTTING-EDGE CLINICAL, DIAGNOSTIC, AND THERAPEUTIC OPTIONS ON BEHALF OF ICAN'S PATIENTS. AD HOC TUMOR BOARDS, BASED ON BIOMARKER COUNCIL MEMBER SPECIALTIES, ASSISTED ICAN PATIENT SERVICES ON AN AS-NEEDED BASIS, ESPECIALLY ON RARE PRESENTATIONS OF RARE CANCERS OR SYNCHRONOUS CANCER CASES. BIOMARKERS COUNCIL MEMBERS REPRESENTED ICAN AT MAJOR CONFERENCES AND SYMPOSIA. IN 2014, THESE PRESENTATIONS INCLUDED: 01-14: CLINICAL GENOMICS 2014, BOSTON 09-14: WORLD CDX 2014, BOSTON 10-14: SELECTBIO LIQUID BIOPSIES MEETING, SAN DIEGO 11-14: WORLD CIRCULATE CONFERENCE (CIRCULATING BIOMARKERS), BOSTON (SCOTT M. KAHN, PHD-CHAIRMAN) ICAN BIOMARKERS COUNCIL MEMBERS ALSO PARTICIPATED IN THE MARCH 14, 2014 ALLIANCE FOR PATIENT ACCESS PHYSICIAN COUNCIL ON THE TOPIC OF BIOSIMILAR LEGISLATION AND THE APRIL 14, 2014 BIO FLY-IN COVERING THE ACA, PHYSICIAN REIMBURSEMENT, PDUFA AND REGULATORY ISSUES, BIOSIMILAR LEGISLATION, MOLECULAR PROFILING, AND FACE TO FACE DISCUSSIONS WITH MEMBERS OF CONGRESS AND SENIOR STAFF MEMBERS. A SYNOPSIS OF ICAN WAS INCLUDED IN AN ARTICLE PUBLISHED IN THE SCIENTIFIC JOURNAL, FUTURE MEDICINE, DETAILING THE HANSON WADE "NGS FOR CANCER DRUG DEVELOPMENT" CONFERENCE: SCOTT M KAHN. NEXT-GENERATION SEQUENCING FOR CANCER DRUG DEVELOPMENT: THE PRESENT AND VISIONS FOR THE FUTURE. PERSONALIZED MEDICINE, VOL. 11, NO. 2, PAGES 139-142. HTTP://WWW.FUTUREMEDICINE.COM/DOI/PDF/10.2217/PME.13.113 THE BIOMARKERS COUNCIL PROVIDED ICAN WITH WORLD CLASS EXPERTISE, VISION, AND SUPPORT IN THE FIELDS OF MOLECULAR PROFILING AND CANCER. IT ALSO SERVES AS AN ILLUSTRIOUS SCIENTIFIC RESOURCE-FROM PRESENTING AT MAJOR SCIENTIFIC CONFERENCES TO PROVIDING TESTIMONY ON TOPICS AFFECTING ICAN'S PATIENT SERVICES TO ADVOCATING ON BEHALF OF CANCER PATIENTS WITH ELECTED OFFICIALS AND REGULATORY AGENCIES. BIOMARKER COUNCIL MEMBER AJAY MALIK, PHD OVERSEES SOCIAL MEDIA PLATFORMS WITH WHICH ICAN IS ACTIVELY ENGAGED. THIS INCLUDES AN ACTIVE PRESENCE IN CYBERSPACE ON LINKEDIN.COM ESPECIALLY. THE BIOMARKERS COUNCIL REPRESENTS ICAN ON PUBLIC POLICY ISSUES INCLUDING, BUT NOT LIMITED TO, ACCESS TO ORAL CHEMOTHERAPY DRUGS AND BIOSIMILARS, PERSONALIZED MEDICINE AND MOLECULAR DIAGNOSTIC TESTING COSTS AND REIMBURSEMENTS. ON ISSUES OF MUTUAL INTEREST, MEMBERS REPRESENT ICAN IN A VARIETY OF CAPACITIES WITH OUTSIDE ENTITIES. IN 2014, THE ICAN BIOMARKERS COUNCIL CONTINUED TO LEAD EFFORTS TO PAVE THE WAY FOR THE ADOPTION OF WHOLE GENOME SEQUENCING (WGS) AND RNA TRANSCRIPT SEQUENCING (RNASEQ) AS A REIMBURSABLE DIAGNOSTIC TOOL FOR LATE STAGE CANCER PATIENTS. LOOKING FORWARD, WGS/RNASEQ PROMISES TO BETTER IDENTIFY CLINICALLY ACTIONABLE MUTATIONS IN CANCERS, AND TO PROVIDE A LESS COSTLY ALTERNATIVE TO MULTIPLE MOLECULAR PROFILING TESTS. BIOMARKERS COUNCIL MEMBERS SPOKE WITH KEY OPINION LEADERS IN INDUSTRY, ACADEMIA, AND GOVERNMENT TO ASSESS HURDLES THAT STAND IN THE WAY OF IMPLEMENTATION, AND HOW THEY MIGHT BE OVERCOME. AS PART OF THE ORGANIZATION'S OVERALL PROGRAM SERVICES, ICAN ADDRESSED THE FOLLOWING ONGOING ISSUES DURING 2014: A)ONGOING DEVELOPMENT OF THE ORGANIZATION'S CLINICAL TRIALS SEARCH ENGINE CALLED REMISSION COACH, PATENT PENDING. ICAN CONTINUED TO DEVELOP ITS INNOVATIVE AND PROPRIETARY SEARCH SYSTEM, REMISSION COACH, PATENT PENDING. THE ORGANIZATION'S LEADERSHIP AND MANAGEMENT CONSULTED WITH, AND WORKED WITH, SEARCH ENGINE DEVELOPMENT EXPERTS. ICAN LEADERS HAVE MET WITH ACADEMIA, GOVERNMENT, AND INDUSTRY. ENTHUSIASM OVER THE UNIQUENESS OF THE REMISSION COACH CONCEPT WAS UNIVERSALLY EXPRESSED, AND DEVELOPMENT IS ONGOING. B)PUBLIC EDUCATION ON ACCESS TO CARE, ACCESS TO ORAL THERAPEUTICS, AND BIOSIMILARS PRESCRIBER COMMUNICATION. ICAN PATIENTS AND MEMBERS OF ITS PHYSICIANS ADVISORY COUNCIL TESTIFIED IN STATES ON THE ISSUES OF ACCESS TO ORAL THERAPEUTICS AND PRESCRIBER COMMUNICATION FOR BIOSIMILAR DRUGS. ICAN'S CEO PRESENTED TALKS AND PARTICIPATED IN PANEL DISCUSSIONS AT MAJOR CONFERENCES ON BIOSIMILARS TO DISCUSS THE ORGANIZATION'S WORK EDUCATING MEMBERS OF THE PUBLIC AND PATIENT COMMUNITY ABOUT BIOLOGIC DRUGS AND BIOSIMILARS. C)EXPEDITING AND ACCELERATING THE ANTICANCER PIPELINE THE ORGANIZATION CONTINUED ITS EFFORTS TO EXPEDITE THE ANTICANCER PIPELINE. ICAN'S CEO ENTERED HER SECOND YEAR REPRESENTING THE ORGANIZATION AS CHAIRMAN OF THE DIA PATIENT ENGAGEMENT COMMUNITY AND SERVING ON BANNER/MD ANDERSON'S IRB FOR ITS GILBERT, ARIZONA CAMPUS. ICAN CONTINUED TO ADVOCATE THE INTEGRATION OF THE PATIENT ADVOCATE VOICE AND THE PATIENT VOICE INTO EVERY ASPECT OF THE DRUG PIPELINE. ICAN'S CEO WROTE A REVIEW FOR A BIOGRAPHY OF GEORGE ROBERT PETTIT, PHD, CHAIRMAN OF ICAN'S SCIENTIFIC ADVISORY COUNCIL. THE ORGANIZATION'S CEO CHAIRED A PERSONALIZED MEDICINE SESSION FOR THE TRI-CON MOLECULAR MEDICINE CONFERENCE IN SAN FRANCISCO AND GAVE PRESENTATIONS AT THE DIA ANNUAL MEETING IN SAN DIEGO ON INTEGRATING T |
| FORM 990, PAGE 6, PART VI, LINE 11B | A COPY OF FORM 990 IS PROVIDED MEMBERS OF THE BOARD GOVERNANCE COMMITTEE FOR REVIEW BEFORE THE FORM 990 IS FILED. THE CHAIRMAN OF THE BOARD OF TRUSTEES AND THE CHAIRS OF FINANCE/BOARD GOVERNANCE COMMITTEES REVIEW QUESTIONS AND COMMENTS, FORM 990, AND THE ORGANIZATION'S FINANCIAL STATEMENTS WITH THE ORGANIZATION'S CEO. THE ORGANIZATION'S EXECUTIVE COMMITTEE THEN COMPLETES ITS REVIEW AND FORM 990 IS FILED. |
| FORM 990, PAGE 6, PART VI, LINE 12C | BOARD MEMBERS ANNUALLY DISCLOSE IN WRITING ALL POTENTIAL OR ACTUAL CONFLICTS OF INTEREST TO THE BOARD GOVERANCE COMMITTEE. |
| FORM 990, PAGE 6, PART VI, LINE 15A | COMPENSATION AND EMPLOYEE BENEFITS ARE ANNUALLY REVIEWED AND APPROVED BY THE BOARD GOVERNANCE COMMITTEE, THE PERSONNEL COMMITTEE AND THE BOARD OF TRUSTEES |
| FORM 990, PAGE 6, PART VI, LINE 19 | AVAILABLE UPON REQUEST |
| FORM 990, PART IX, LINE 11G | PROFESSIONAL SERVICES 115,999 23,894 108,070 |
| FORM 990, PART XI, LINE 9 | REALIZED LOSS 2,974 REALIZED LOSS -2,974 |
| FORM 990, PART XI, LINE 9 | CASH/ACCRUAL PRIOR YEAR 1,554 |
| FORM 990, PAGE 12, PART XII, LINE 1 | CHANGED FROM CASH TO ACCRUAL |
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