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 | AS NOTED WITHIN THE ORGANIZATION'S FORM 1024, THE OFFICERS AND DIRECTORS OF DIRECT SUPPLY SENIOR LIVING ADVOCACY, INC. ARE ALSO ALL EMPLOYEES, CUSTOMERS AND/OR OFFICERS OR DIRECTORS OF DIRECT SUPPLY, INC. "DSI" (WITH SOME ADDITIONAL OVERLAP OF OFFICERS/DIRECTORS WITH DSI AFFILIATES). THE PRESIDENT AND DIRECTOR, ROBERT J. HILLIS, IS THE CEO, AND CHAIRMAN OF DSI. THE VICE PRESIDENT AND DIRECTOR, GENEVIEVE E. HILLIS, IS AN EMPLOYEE AND DIRECTOR OF DSI. THE TREASURER, JAMES J. PIEROTH, IS AN EMPLOYEE AND OFFICER/TREASURER OF DSI. ONE OF THE DIRECTORS, COREY G. DENMAN, IS THE PRESIDENT AND DIRECTOR OF DSI AND VICE-PRESIDENT FOR SLA. MATTHEW A. KOCH IS AN EMPLOYEE, CHIEF OF STAFF TO THE CEO, AND CHIEF LEGAL OFFICER OF DSI. TODD A. FILTER IS AN EMPLOYEE AND VICE PRESIDENT OF DSI. THE SECRETARY, CHRISTINE M. ROBERTS, IS AN EMPLOYEE OF DSI. BRIAN W. PERRY IS AN EMPLOYEE OF DSI. DSI PROVIDES ADMINISTRATIVE SUPPORT OF THE ORGANIZATION'S ADMINISTRATIVE OPERATIONS AND PROVIDES CONTRIBUTIONS TO THE ORGANIZATION TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. THE ORGANIZATION'S PRESIDENT AND DIRECTOR, ROBERT J. HILLIS, IS THE FATHER OF THE ORGANIZATION'S VICE PRESIDENT AND DIRECTOR, GENEVIEVE E. HILLIS. |
| FORM 990, PART VI, SECTION A, LINE 8B | THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE ORGANIZATION SENT FORM 990 VIA EMAIL TO THE ORGANIZATION'S DIRECTORS FOR REVIEW AND COMMENT PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | GIVEN THE ORGANIZATION'S LIMITED 2022 EXPENDITURES, LITTLE EFFORT WAS REQUIRED TO MONITOR AND ENFORCE COMPLIANCE WITH THE POLICY FROM AN EXPENDITURE STANDPOINT. DECISIONS REGARDING THE ORGANIZATION'S OTHER ACTIVITIES WERE COLLECTIVELY DISCUSSED AND MADE BY THE ORGANIZATION'S GOVERNING MEMBERS AND OFFICERS TO ENSURE THEY WERE IN THE BEST INTEREST OF THE ORGANIZATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | CONSULTING SERVICES: PROGRAM SERVICE EXPENSES 408,625. TOTAL EXPENSES 408,625. |
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