Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | THE FOLLOWING FAMILY AND BUSINESS RELATIONSHIPS INCLUDE BOARD RELATIONSHIPS WITH BOARD MEMBERS OF ALL RELATED ENTITIES INCLUDED IN SCHEDULE R: PHIL AMEND HAS A BUSINESS RELATIONSHIP WITH DOUG BARBACCI, PATRICK ENDLER, MARY ERWINE, ELIZABETH GRAHAM, ROBERT GRAHAM, CAROL KEUP, LORI NOCITO, WILLIAM SCRANTON, WILLIAM SORDONI, AND WICO VAN GENDEREN. LARS ANDERSON HAS A BUSINESS RELATIONSHIP WITH JOHN DOWD. DOUG BARBACCI HAS A BUSINESS RELATIONSHIP WITH PHIL AMEND AND TARA MUGFORD-WILSON. WILLIAM BEEKMAN HAS NO BUSINESS RELATIONSHIP. RON BEER HAS A BUSINESS RELATIONSHIP WITH PATRICK ENDLER, WILLIAM JONES, AND WILLIAM SORDONI ROB BELZA HAS A BUSINESS RELATIONSHIP WITH JOHN J. DOWD AND PATRICK ENDLER. PAUL BERDY HAS A BUSINESS RELATIONSHIP WITH WILLIAM FROMEL AND CARL WITKOWSKI. LINDSAY GRIFFIN HAS A BUSINESS RELATIONSHIP WITH PATRICK ENDLER AND WILLIAM JONES. MATTHEW BICKERT HAS A BUSINESS RELATIONSHIP WITH PATRICK ENDLER. LUCY BOARDWINE HAS A BUSINESS RELATIONSHIP WITH PATRICK ENDLER AND THOMAS MAKOWSKI. CHRISTIE L. BONNICE HAS NO BUSINESS RELATIONSHIP. JOSEPH BORLAND HAS A BUSINESS RELATIONSHIP WITH THOMAS MAKOWSKI. THOMAS BOTZMAN HAS A BUSINESS RELATIONSHIP WITH PATRICK ENDLER, WILLIAM JONES, THOMAS MAKOWSKI, TARA MUGFORD-WILSON, TERI OOMS, AND WILLIAM SORDONI. JOSEPH A. BOYLAN HAS A BUSINESS RELATIONSHIP WITH PATRICK ENDLER , THOMAS MAKOWSKI, AND TERI OOMS. DONALD BROMINSKI HAS A BUSINESS RELATIONSHIP WITH PATRICK ENDLER, WILLIAM M. JONES, THOMAS A. MAKOWSKI, TERI OOMS, AND TROY STANDISH. TONY CARLUCCI HAS A BUSINESS RELATIONSHIP WITH PATRICK ENDLER, THOMAS MAKOWSKI, TERI OOMS AND TROY STANDISH. IDA CASTRO HAS NO BUSINESS RELATIONSHIP. CORNELIO CATENA HAS A BUSINESS RELATIONSHIP WITH PATRICK ENDLER AND THOMAS MAKOWSKI. STEVEN CLEMENTE HAS A BUSINESS RELATIONSHIP WITH THOMAS MAKOWSKI. PETER DANCHAK HAS A BUSINESS RELATIONSHIP WITH PATRICK ENDLER, PATRICK LEAHY, THOMAS A. MAKOWSKI, TERI OOMS, AND TROY STANDISH. ANGELO DECESARIS HAS A BUSINESS RELATIONSHIP WITH PATRICK ENDLER. NINA ZANON HAS A BUSINESS RELATIONSHIP WITH JOHN DOWD, PATRICK ENDLER, WILLIAM FROMEL, WILLIAM JONES, SCOTT LYNETT, AND MAUREN METZ. SUSAN DIANA HAS BUSINESS RELATIONSHIP WITH WILLIAM SORDONI. JOHN J. DOWD HAS A BUSINESS RELATIONSHIP WITH LARS ANDERSON, ROBERT BELZA, NINA ZANON, PATRICK ENDLER, MARY ERWINE, WILLIAM M. JONES, SUE K. KLUGER, THOMAS A. MAKOWSKI, TARA MUGFORD-WILSON, AND LORI NOCITO. PATRICK ENDLER HAS A BUSINESS RELATIONSHIP WITH PHIL AMEND, RON BEER, ROBERT BELZA, LINDSAY BEZICK, MATTHEW BICKERT, LUCY BOARDWINE, THOMAS BOTZMAN, JOSEPH BOYLAN, DONALD BROMINSKI, TONY CARLUCCI, CORNELIO CATENA, PETER DANCHAK, ANGELO DECESARIS, NINA ZANON, JOHN DOWD, MARY ERWINE, MEGHAN FLANAGAN, WILLIAM FROMEL, LISA GOLDEN, BILL GOLDSWORTHY, PHILLIP JOHNSON, WILLIAM M JONES, CLAYTON KARAMBELAS, RICHARD KAZMERICK, CAROL KEUP, SUE KLUGER, PATRICK LEAHY, THOMAS LEARY, SHARON LEHMAN, CARMEN MAGISTRO, THOMAS A MAKOWSKI, JERRREY METZ, MAUREN METZ, TARA MUGFORD-WILSON, MIKE MURRAY, LARRY NEWMAN, LORI NOCITO, GERARD O'DONNELL, TERI OOMS, BRIAN RINKER, GUY ROTHERY, PAUL RUSHTON, FR. JACK RYAN, CONRAD SCHINTZ, DAVID SCHWAGER, MARK SOBECK, WILLIAM SORDONI, TROY STANDISH, BARBARA TOCZKO-MACULLOCK, WICO VAN GENDEREN, CARL WITKOWSKI, AND MIKE WOOD. MARY ERWINE HAS A BUSINESS RELATIONSHIP WITH PHIL AMEND, JOHN J. DOWD, AND PATRICK ENDLER. TIM EVANS HAS NO BUSINESS RELATIONSHIP. WILLIAM FROMEL HAS A BUSINESS RELATIONSHIP WITH PAUL BERDY, NINA ZANON, PATRICK ENDLER, AND DAVID SCHWAGER. GUS GENETTI JR. HAS A BUSINESS RELATIONSHIP WITH PATRICK LEAHY AND TARA MUGFORD-WILSON. BRIDGET GIUNTA-HUSTED HAS A BUSINESS RELATIONSHIP WITH PATRICK LEAHY AND THOMAS MAKOWSKI. LISA GOBLE HAS NO BUSINESS RELATIONSHIP. LISA GOLDEN HAS A BUSINESS RELATIONSHIP WITH PATRICK ENDLER AND WILLIAM SORDONI. BILL GOLDSWORTHY HAS A BUSINESS RELATIONSHIP WITH PATRICK ENDLER. ELIZABETH GRAHAM HAS A BUSINESS RELATIONSHIP WITH PHIL AMEND AND GERARD O'DONNELL. ELIZABETH GRAHAM HAS A FAMILY RELATIONSHIP WITH ROBERT H. GRAHAM. ROBERT H. GRAHAM HAS A BUSINESS RELATIONSHIP WITH PHIL AMEND AND WILLIAM M JONES. ROBERT H. GRAHAM HAS A FAMILY RELATIONSHIP WITH ELIZABETH GRAHAM. JANET L. HALL HAS NO BUSINESS RELATIONSHIP. JOHN HENRY HAS NO BUSINESS RELATIONSHIP. HILDY IDE HAS NO BUSINESS RELATIONSHIP. PHILIP JOHNSON HAS A BUSINESS RELATIONSHIP WITH PATRICK ENDLER. DAVID JOLLEY HAS NO BUSINESS RELATIONSHIP. DALE JONES HAS NO BUSINESS RELATIONSHIP. WILLIAM M. JONES HAS BUSINESS RELATIONSHIP WITH RON BEER, LINDSAY GRIFFIN, THOMAS BOTZMAN, DONALD BROMINSKI, NINA ZANON, JOHN J. DOWD, PATRICK ENDLER, ROBERT GRAHAM, SCOTT LYNETT, TARA MUGFORD-WILSON, TERI OOMS, BRIAN RINKER, CONRAD SCHINTZ, WILLIAM SORDONI, TROY STANDISH, BARBARA TOCZKO-MACULLOCK AND CARL WITKOWSKI. CLAYTON KARAMBELAS HAS A BUSINESS RELATIONSHIP WITH PATRICK ENDLER AND PATRICK LEAHY. RICHARD KAZMERICK HAS A BUSINESS RELATIONSHIP WITH PATRICK ENDLER. CAROL KEUP HAS A BUSINESS RELATIONSHIP WITH PHIL AMEND, PATRICK ENDLER, AND PATRICK LEAHY. SUE K. KLUGER HAS A BUSINESS RELATIONSHIP WITH JOHN J. DOWD AND PATRICK ENDLER. PATRICK LEAHY HAS A BUSINESS RELATIONSHIP WITH PETER DANCHAK, PATRICK ENDLER, GUS GENETTI JR., BRIDGET GIUNTA-HUSTED, CLAYTON KARAMBELAS, CAROL KEUP, SCOTT LYNETT, THOMAS A. MAKOWSKI, TARA MUGFORD-WILSON, TERI OOMS, GUY ROTHERY, WILLIAM SORDONI AND MIKE WOOD. THOMAS P. LEARY HAS A BUSINESS RELATIONSHIP WITH PATRICK ENDLER AND TERI OOMS. SHARON LEHMAN HAS A BUSINESS RELATIONSHIP WITH PATRICK ENDLER, THOMAS MAKOWSKI, AND TARA MUGFORD-WILSON. SCOTT LYNETT HAS A BUSINESS RELATIONSHIP WITH NINA ZANON, WILLIAM JONES, AND PATRICK LEAHY. CARMEN MAGISTRO HAS A BUSINESS RELATIONSHIP WITH PATRICK ENDLER AND THOMAS MAKOWSKI. THOMAS A. MAKOWSKI HAS A BUSINESS RELATIONSHIP WITH LUCY BOARDWINE, JOSEPH BORLAND, THOMAS BOTZMAN, JOSEPH BOYLAN, DONALD BROMINSKI, TONY CARLUCCI, CORNELIO CATENA, STEVEN CLEMENTE, PETER J. DANCHAK, JOHN J. DOWD, PATRICK ENDLER, BRIDGET GIUNTA-HUSTED, PATRICK LEAHY, SHARON LEHMAN, CARMEN MAGISTRO, TARA MUGFORD-WILSON, TERI OOMS, ALANA ROBERTS, PAUL RUSHTON, CONRAD SCHINTZ, DAVID SCHWAGER, AND MIKE WOOD. JEFFREY METZ HAS A BUSINESS RELATIONSHIP WITH PATRICK ENDLER, TARA MUGFORD-WILSON AND TROY STANDISH. JEFFREY METZ HAS A FAMILY RELATIONSHIP WITH MAUREN METZ. MAUREN METZ HAS A BUSINESS RELATIONSHIP WITH PATRICK ENDLER, TARA MUGFORD-WILSON, NINA ZANON, AND TROY STANDISH. MAUREEN METZ HAS A FAMILY RELATIONSHIP WITH JEFFREY METZ. CATHERINE MIHALICK HAS NO BUSINESS RELATIONSHIP. TARA MUGFORD-WILSON HAS A BUSINESS RELATIONSHIP WITH DOUG BARBACCI, THOMAS BOTZMAN, JOHN J. DOWD, PATRICK ENDLER, GUS GENETTI, WILLIAM M. JONES, PATRICK LEAHY, SHARON LEHMAN, THOMAS A MAKOWSKI, JEFFERY METZ, MAUREN METZ, GERARD O'DONNELL, TERI OOMS, GUY ROTHERY, WILLIAM SORDONI, TROY STANDISH, JEFFREY STINE, BARBARA TOCZKO-MACULLOCK, CARL WITKOWSKI, AND MIKE WOOD. MIKE MURRAY HAS A BUSINESS RELATIONSHIP WITH PATRICK ENDLER. ROBERT NEHER HAS A BUSINESS RELATIONSHIP WITH JOHN J. DOWD. LARRY NEWMAN HAS A BUSINESS RELATIONSHIP WITH PATRICK ENDLER. LORI NOCITO HAS A BUSINESS RELATIONSHIP WITH PHIL AMEND, JOHN DOWD, AND PATRICK ENDLER. JAMES W. O'BOYLE HAS NO BUSINESS RELATIONSHIP. GERARD O'DONNELL HAS A BUSINESS RELATIONSHIP WITH PATRICK ENDLER, ELIZABETH GRAHAM, TARA MUGFORD-WILSON, TERI OOMS, PAUL RUSTON, AND BARBARA TOCZKO-MACULLOCK. TERI OOMS HAS A BUSINESS RELATIONSHIP WITH THOMAS BOTZMAN, JOSEPH A. BOYLAN, DONALD BROMINSKI, TONY CARLUCCI, PETER J. DANCHAK, PATRICK ENDLER, WILLIAM M. JONES, PATRICK LEAHY, THOMAS LEARY, THOMAS A. MAKOWSKI, TARA MUGFORD-WILSON, GERARD O'DONNELL, SUSAN REILLY, BRIAN RINKER, ALANA ROBERTS, FR. JACK RYAN, STEVEN SCHEINMAN, WILLIAM SCRANTON III, WILLIAM SORDONI, WICO VAN GENDEREN, AND MIKE WOOD. LARRY PELLEGRINI HAS NO BUSINESS RELATIONSHIP. SUSAN REILLY HAS A BUSINESS RELATIONSHIP WITH TERI OOMS. BRIAN RINKER HAS A BUSINESS RELATIONSHIP WITH PATRICK ENDLER, WILLIAM M JONES AND TERI OOMS. ALANA ROBERTS HAS A BUSINESS RELATIONSHIP WITH THOMAS A. MAKOWSKI AND TERI OOMS. GUY ROTHERY HAS A BUSINESS RELATIONSHIP WITH PATRICK ENDLER, PATRICK LEAHY, TARA MUGFORD-WILSON, AND WILLIAM SORDONI. PAUL RUSHTON HAS A BUSINESS RELATIONSHIP WITH PATRICK ENDLER, THOMAS A. MAKOWSKI, GERARD O'DONNELL, AND WILLIAM SORDONI. FR. JACK RYAN HAS A BUSINESS RELATIONSHIP WITH PATRICK ENDLER, AND TERI OOMS. RACHEL RYBICKI HAS NO BUSINESS RELATIONSHIP. ZUBEEN SAEED HAS NO BUSINESS RELATIONSHIP. STEVEN SCHEINMAN HAS A BUSINESS RELATIONSHIP WITH TERI OOMS. CONRAD SCHINTZ HAS A BUSINESS RELATIONSHIP WITH PATRICK ENDLER, WILLIAM M JONES, AND THOMAS A. MAKOWSKI. |
| FORM 990, PART VI, SECTION A, LINE 2 | CONTINUATION OF LINE 2 EXPLANATION: DAVID SCHWAGER HAS A BUSINESS RELATIONSHIP WITH PATRICK ENDLER, WILLIAM FROMEL, AND THOMAS MAKOWSKI. WILLIAM SCRANTON III HAS A BUSINESS RELATIONSHIP WITH PHIL AMEND AND TERI OOMS. LEWIS SEBIA HAS NO BUSINESS RELATIONSHIP. JOSEPH SIMKULAK HAS NO BUSINESS RELATIONSHIP. NICHOLAS SNYDER HAS NO BUSINESS RELATIONSHIP. MARK J. SOBECK HAS A BUSINESS RELATIONSHIP WITH PATRICK ENDLER AND WILLIAM SORDONI. WILLIAM SORDONI HAS A BUSINESS RELATIONSHIP PHIL AMEND, RON BEER, THOMAS BOTZMAN, SUSAN DIANA, PATRICK ENDLER, LISA GOLDEN, WILLIAM M. JONES, PATRICK LEAHY, TARA MUGFORD-WILSON, TERI OOMS, GUY ROTHERY, PAUL RUSHTON, MARK SOBECK, BARBARA TOCZKO-MACULLOCK, CARL WITKOWSKI, AND MIKE WOOD. TROY STANDISH HAS A BUSINESS RELATIONSHIP WITH DONALD BROMINSKI, TONY CARLUCCI, PETER DANCHAK, PATRICK ENDLER, WILLIAM M. JONES, JOSEPH KLUGER, JEFFREY METZ, MAUREN METZ, TARA MUGFORD-WILSON, AND JEFFREY A. STINE. JEFFREY STINE HAS A BUSINESS RELATIONSHIP WITH TROY STANDISH AND TARA MUGFORD-WILSON. JOHN M. STRELLISH HAS NO BUSINESS RELATIONSHIP. BARBARA TOCZKO-MACULLOCK HAS A BUSINESS RELATIONSHIP WITH PATRICK ENDLER, WILLIAM M JONES, TARA MUGFORD-WILSON, GERARD O'DONNELL, AND WILLIAM SORDONI. WICO VAN GENDEREN HAS A BUSINESS RELATIONSHIP WITH PHIL AMEND, PATRICK ENDLER, AND TERI OOMS. CARL WITKOWSKI HAS A BUSINESS RELATIONSHIP WITH PAUL BERDY, PATRICK ENDLER, WILLIAM M. JONES, TARA MUGFORD-WILSON, AND WILLIAM SORDONI. MIKE WOOD HAS A BUSINESS RELATIONSHIP WITH PATRICK ENDLER, PATRICK LEAHY, THOMAS A MAKOWSKI, TARA MUGFORD-WILSON, TERI OOMS, AND WILLIAM SORDONI. |
| FORM 990, PART VI, SECTION B, LINE 11B | PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE, THE FORM 990 IS REVIEWED BY MEMBERS OF THE GREATER WILKES-BARRE CHAMBER OF BUSINESS AND INDUSTRY ("CBI") AUDIT COMMITTEE. CBI IS THE PARENT ENTITY OF THE GREATER WILKES-BARRE INDUSTRIAL FUND, INC. THE TAX RETURN IS MADE AVAILABLE TO ALL BOARD MEMBERS PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH "INTERESTED PERSON" SHALL ANNUALLY SIGN THE CONFLICT OF INTEREST DISCLOSURE STATEMENT WHICH AFFIRMS THAT SUCH PERSON: A. HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY OR THE BY-LAWS, B. HAS READ AND UNDERSTANDS THE POLICY, C. HAS AGREED TO COMPLY WITH THE POLICY, AND D. UNDERSTANDS THAT GREATER WILKES-BARRE CHAMBER OF BUSINESS AND INDUSTRY AND AFFILIATES ARE TAX-EXEMPT ORGANIZATIONS AND THAT IN ORDER TO MAINTAIN FEDERAL TAX EXEMPTION, MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES UNDER IRC SECTION 501(C)3, 501(C)(4), OR 501(C)(6) OF THE INTERNAL REVENUE CODE. ON THE CONFLICT OF INTEREST DISCLOSURE STATEMENT, ALL "INTERESTED PERSONS" MUST DETAIL ALL EXISTING OR POTENTIAL CONFLICTS OF INTEREST AND FILE THE FORM WITH THE GOVERNANCE COMMITTEE ANNUALLY. INTERIM DISCLOSURES SHALL ALSO BE REQUIRED AS CONFLICTS DEVELOP SUBSEQUENT TO THE ANNUAL DISCLOSURES. TO ENSURE THAT GREATER WILKES-BARRE CHAMBER OF BUSINESS AND INDUSTRY AND AFFILIATES OPERATE IN A MANNER CONSISTENT WITH THEIR CHARITABLE PURPOSES AND THAT THEY DO NOT ENGAGE IN ACTIVITIES THAT COULD INDIVIDUALLY JEOPARDIZE THEIR STATUS AS ORGANIZATIONS EXEMPT FROM FEDERAL INCOME TAX, A REVIEW OF ANY POTENTIAL CONFLICT SHALL BE CONDUCTED BY THE GOVERNANCE AND/OR AUDIT AND/OR FINANCE COMMITTEES. REVIEW OF SUCH TRANSACTIONS INCLUDES THE FOLLOWING SUBJECTS: A. WHETHER COMPENSATION ARRANGEMENTS AND BENEFITS ARE REASONABLE AND ARE THE RESULTS OF APPROPRIATE NEGOTIATIONS. B. PARTIES SUBJECT TO THE TRANSACTION ARE EXCUSED FROM ALL DISCUSSION REGARDING THE TRANSACTION AND ARE NOT PRESENT DURING THE VOTE. C. ANY ABSTENTIONS TO THE VOTE ARE DOCUMENTED IN THE MEETING MINUTES. A BOARD DEVELOPMENT COMMITTEE EXISTS AND MEETS AT LEAST TWO TIMES EACH YEAR. IT EVALUATES THE PERFORMANCE OF CURRENT BOARD MEMBERS AND NOMINATES POTENTIAL BOARD MEMBERS TO THE ORGANIZATION'S BOARD FOR REVIEW AND RATIFICATION. THOSE NOMINEES ARE SELECTED BASED ON A SET OF VARIABLES IMPORTANT TO THE MISSION OF THE ORGANIZATION. THEY INCLUDE PROFESSIONAL AND EDUCATIONAL EXPERIENCE, DIVERSITY OF BACKGROUND, AND REPRESENTATION ACROSS A BROAD SPECTRUM OF THE BUSINESS AND CIVIC COMMUNITIES SERVED BY THE ORGANIZATION. SPECIAL ATTENTION IS GIVEN TO ENSURE THAT NO PARTICULAR BUSINESS, INDUSTRY, OR INDIVIDUAL HAS THE ABILITY TO INFLUENCE A MULTIPLE NUMBER OF BOARD VOTES AT ANY TIME. STAFF MEMBERS OF THE GREATER WILKES-BARRE CHAMBER OF BUSINESS & INDUSTRY DISTRIBUTE THE CONFLICT OF INTEREST STATEMENTS AT THE FIRST MEETING OF THE YEAR. THE BOARD MEMBERS ARE REQUIRED TO RETURN THE SIGNED STATEMENTS WITHIN 2 WEEKS. IF THE FORMS ARE NOT RETURNED WITHIN TWO WEEKS, STAFF MEMBERS WILL FOLLOW UP WITH THOSE BOARD MEMBERS WHO HAVE NOT RETURNED THEIR FORMS. A STAFF MEMBER REVIEWS ALL OF THE CONFLICT OF INTEREST STATEMENTS AND NOTIFIES THE CHAIRMAN OF THE BOARD OF ANY CONFLICTS OF INTEREST THAT MAY EXIST. A STAFF THEN MONITORS THE POTENTIAL FOR CONFLICTS OF INTEREST ON MATTERS THROUGHOUT THE YEAR. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE GREATER WILKES-BARRE INDUSTRIAL FUND, INC.'S PARENT ENTITY, GREATER WILKES-BARRE CHAMBER OF BUSINESS AND INDUSTRY ("CBI"), MAINTAINS A PERSONNEL COMMITTEE CHARGED WITH ESTABLISHING AND ADMINISTERING THE COMPENSATION PRACTICES FOR OFFICERS AND KEY EMPLOYEES OF THE ORGANIZATION. THE PERSONNEL COMMITTEE UTILIZES COMPARABILITY DATA PUBLISHED BY SIMILAR ECONOMIC DEVELOPMENT ORGANIZATIONS AND CHAMBERS OF COMMERCE, SUCH AS THE INTERNATIONAL ECONOMIC DEVELOPMENT COUNCIL AND THE ASSOCIATION OF CHAMBER OF COMMERCE EXECUTIVES, ON BOTH A NATIONAL AND STATEWIDE BASIS. CBI'S COMPENSATION DECISIONS ARE BASED UPON A REVIEW OF COMPENSATION FOR JOBS THAT ARE SIMILAR IN RESPONSIBILITIES AND DUTIES, IN ORGANIZATIONS THAT ARE SIMILAR IN SIZE, REVENUE, AND/OR NUMBER OF EMPLOYEES. COMMITTEE MEETINGS ARE HELD ON A REGULAR BASIS, AND DELIBERATION AND COMMITTEE DECISIONS ARE DOCUMENTED IN DETAIL. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| SCHEDULE D, PART XI, LINE 2D | THE ORGANIZATION HAS LIMITED PARTNERSHIP INTERESTS OF .775680% INTEREST IN MID-ATLANTIC ANGEL GROUP II, GP, LLC, AND A .867989% INTEREST IN MID-ATLANTIC ANGEL FUND II, GP, LLC, AND CARRIES THE INVESTMENTS ON ITS BALANCE SHEET AT ORIGINAL COST OF $50,000. THE ORGANIZATION REPORTS THE DISTRIBUTIONS MADE FROM THE PARTNERSHIPS AS INCOME ON ITS FINANCIAL STATEMENTS. THE AMOUNT REPORTED FOR THE 2018 YEAR IS $(3,077). THE AMOUNTS REPORTED ON THE 990 REFLECT THE INTEREST INCOME, CAPITAL LOSSES, AND EXPENSES REPORTED ON THE SCHEDULE K-1'S OF THE PARTNERSHIPS. THE DIFFERENCES ARE SHOWN AS RECONCILING ITEMS ON PART XI AND PART XII OF SCHEDULE D. |
| FORM 990, PART IX, LINE 11G | CONSULTING FEES: PROGRAM SERVICE EXPENSES 16,200. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 16,200. SUB-CONTRACTED COMPLIANCE FEES: PROGRAM SERVICE EXPENSES 60,325. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 60,325. |
| FORM 990, PART XI, LINE 9: | K-1 INCOME/ EXPENSES NOT REPORTED ON BOOKS 3,075. |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR. |
| FORM 990, PART V, LINE 2A: | THE SALARIES AND WAGES REPORTED ON FORM 990, PART IX ARE THE GREATER WILKES-BARRE INDUSTRIAL FUND'S ALLOCATED PAYROLL COSTS BASED ON TIME SPENT. ALL INDIVIDUALS WORKING AT THE GREATER WILKES-BARRE DEVELOPMENT ARE EMPLOYEES OF THE GREATER WILKES BARRE CHAMBER OF BUSINESS & INDUSTRY ("CBI") AND ARE REPORTED ON ITS FORM 941 UNDER EIN: 02-0605397. CBI IS AN AFFILIATED TAX-EXEMPT ORGANIZATION. PAYROLL TAXES ARE ALLOCATED IN THE SAME MANNER AS SALARIES AND WAGES, BASED ON TIME SPENT. THE ORGANIZATION'S ALLOCATED PAYROLL TAX EXPENSE IS INCLUDED IN "OTHER SALARIES AND WAGES" REPORTED ON LINE 7 OF THE STATEMENT OF FUNCTIONAL EXPENSES. |
| Software ID: | |
| Software Version: |