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 V, Line 1 and 2: | The Tacoma School District provides office space and technical support for Trust operations. The Trust reimburses the Tacoma School District for the salaries of the Trust's Executive Director, secretarial staff and benefit technician. As such, the appropriate payroll forms are filed by the Tacoma School District. |
| Form 990, Part VI, Section B, line 11 | An independent accounting firm is hired to prepare the 990 and the executive director reviews the form for accuracy prior to submission to the service. |
| Form 990, Part VI, Section B, line 12c | If it is found that a conflict of interest existed then members would be informed by letter and information provided on website. |
| Form 990, Part VI, Section B, line 15a | Compensation of the CEO, Executive Director, and any other top management is determined by comparability data that is used by the HR department of the Tacoma Public schools to determine payroll position within a developed matrix used by the district to pay for all administrators. The only key employee is the executive director. |
| Form 990, Part VI, Section C, line 18 | The organization's Form 990 is available to the public upon request. |
| Form 990, Part VI, Section C, line 19 | The organization's financial statements and conflict of interest policy are available to the public upon request. The organization's governing documents follow open meeting requirements and are available upon request. |
| Form 990, Part XI, line 9: | Change in Claims Reported -26,251. |
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