Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (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 | |||||
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Total |
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Calendar year
(or fiscal year beginning in)
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(a) 2018 | (b) 2019 | (c) 2020 | (d) 2021 | (e) 2022 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | 2,900,228 | 3,171,587 | 3,374,905 | 3,929,915 | 4,927,189 | 18,303,824 |
| 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.. | 135,840 | 135,840 | 135,840 | 135,840 | 135,840 | 679,200 |
| 4 | Total. Add lines 1 through 3 | 3,036,068 | 3,307,427 | 3,510,745 | 4,065,755 | 5,063,029 | 18,983,024 |
| 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) .. | 6,155 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 18,976,869 | |||||
Calendar year
(or fiscal year beginning in)
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(a) 2018 | (b) 2019 | (c) 2020 | (d) 2021 | (e) 2022 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 3,036,068 | 3,307,427 | 3,510,745 | 4,065,755 | 5,063,029 | 18,983,024 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 243,585 | 264,393 | 347,170 | 398,952 | 589,592 | 1,843,692 |
| 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 | 22,192,238 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2018 | (b) 2019 | (c) 2020 | (d) 2021 | (e) 2022 | (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) 2018 | (b) 2019 | (c) 2020 | (d) 2021 | (e) 2022 | (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 on 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) |
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| 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) |
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| 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): |
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| 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 0.015 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 0.035 | 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 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | 1 | |
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
2 | |
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | 3 | |
| 4 Amounts paid to acquire exempt-use assets | 4 | |
| 5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) | 5 | |
| 6 Other distributions (describe in Part VI). See instructions | 6 | |
| 7Total annual distributions. Add lines 1 through 6. | 7 | |
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
8 | |
| 9 Distributable amount for 2022 from Section C, line 6 | 9 | |
| 10 Line 8 amount divided by Line 9 amount | 10 | |
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2022 |
(iii) Distributable Amount for 2022 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2022 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2022 (reasonable cause required-- explain in Part VI).
See instructions. |
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| 3 Excess distributions carryover, if any, to 2022: | ||||
| a From 2017....... | ||||
| b From 2018....... | ||||
| c From 2019....... | ||||
| d From 2020....... | ||||
| e From 2021....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2022 distributable amount | ||||
|
i
Carryover from 2017 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. | ||||
| 4Distributions for 2022 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2022 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from line 4. | ||||
|
5
Remaining underdistributions for years prior to 2022, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
6
Remaining underdistributions for 2022. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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7 Excess distributions carryover to 2023. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2018..... | ||||
| b Excess from 2019..... | ||||
| c Excess from 2020..... | ||||
| d Excess from 2021..... | ||||
| e Excess from 2022..... | ||||
| 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.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | THE BOARD OF DIRECTORS MAY CREATE OR THE CHAIR MAY APPOINT ONE OR MORE COMMITTEES. THE COMMITTEE SHALL BE COMPRISED OF NO FEWER THAN TWO DIRECTORS AND IS TO SERVE AT THE PLEASURE OF THE BOARD OF DIRECTORS OR CHAIR OF THE BOARD. APPOINTMENTS TO SUCH COMMITTEES SHALL BE BY THE CHAIR OF THE BOARD. ONE OR MORE DIRECTORS MAY BE APPOINTED AS ALTERNATE MEMBERS OF ANY SUCH COMMITTEE, WHO MAY REPLACE ANY ABSENT MEMBER AT ANY MEETING OF THE COMMITTEE. THE CHAIR OF THE BOARD IS AN EX OFFICIO MEMBER OF ALL COMMITTEES, AND MAY ATTEND ANY COMMITTEE MEETINGS IN THAT CAPACITY. NO COMMITTEE MAY DO ANY OF THE FOLLOWING: (A) TAKE ANY FINAL ACTION ON ANY MATTER THAT, UNDER THE CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION LAW, REQUIRES THE APPROVAL OF THE MEMBERS OR APPROVAL OF A MAJORITY OF MEMBERS OF A NONPROFIT PUBLIC BENEFIT CORPORATION (NOTWITHSTANDING THAT THIS CORPORATION HAS NO MEMBERS); (B) ELECT DIRECTORS OR FILL VACANCIES ON THE BOARD OF DIRECTORS; (C) FIX COMPENSATION OF THE DIRECTORS FOR SERVING ON THE BOARD OF DIRECTORS OR ANY COMMITTEE OF THE BOARD OF DIRECTORS; (D) AMEND OR REPEAL BYLAWS OR ADOPT NEW BYLAWS; (E) AMEND OR REPEAL ANY RESOLUTION OR ACTION TAKEN BY THE BOARD OF DIRECTORS THAT BY ITS EXPRESS TENNS IS NOT SO AMENDABLE OR REPEALABLE; (F) CREATE ANY OTHER COMMITTEES OF THE BOARD OF DIRECTORS OR APPOINT THE MEMBERS OF COMMITTEES OF THE BOARD OF DIRECTORS, INCLUDING ANY APPOINTMENTS TO FILL VACANCIES ON COMMITTEES OF THE BOARD OF DIRECTORS; (G) EXPEND CORPORATE FUNDS TO SUPPORT A NOMINEE FOR DIRECTOR; OR, (H) APPROVAL OF ANY CONTRACT OR TRANSACTION IN WHICH ONE OR MORE DIRECTORS HAS A DIRECT OR INDIRECT MATERIAL FINANCIAL INTEREST, EXCEPT AS PERMITTED UNDER SECTION 5233(D)(3) OF THE CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION LAW AND THE CORPORATION'S CONFLICT OF INTEREST POLICY. MEETINGS AND ACTIONS OF COMMITTEES OF THE BOARD OF DIRECTORS SHALL BE GOVERNED BY, HELD AND TAKEN UNDER THE PROVISIONS OF ARTICLE IV OF THE BYLAWS APPLICABLE TO MEETINGS AND ACTIONS OF THE BOARD OF DIRECTORS; EXCEPT THAT THE CALLING OF SPECIAL MEETINGS OF COMMITTEES CAN BE SET EITHER BY BOARD RESOLUTION OR THE RESOLUTION OF THE COMMITTEE. THE TIME AND PLACE FOR MEETINGS OF COMMITTEES SHALL BE AT THE PRINCIPAL OFFICE OF THE CORPORATION, UNLESS OTHERWISE APPROVED BY THE BOARD OF DIRECTORS OR THE COMMITTEE. THE BOARD MAY ADOPT RULES FOR THE GOVERNANCE OF ANY COMMITTEE AS ARE CONSISTENT WITH THESE BYLAWS. IF THE BOARD OF DIRECTORS HAS NOT ADOPTED RULES, THE COMMITTEE MAY DO SO. THE CHAIR OF EACH COMMITTEE SHALL CAUSE TO BE KEPT ADEQUATE MINUTES OF COMMITTEE PROCEEDINGS AND PROVIDE COPIES OF SUCH MINUTES TO THE MEMBERS OF THE BOARD OF DIRECTORS IN A TIMELY FASHION AND REGULARLY REPORT TO THE BOARD OF DIRECTORS ON THE ACTIONS TAKEN BY SUCH COMMITTEE. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE ANNUAL FORM 990 IS REVIEWED BY THE TREASURER AND THE FINANCE COMMITTEE OF THE ORGANIZATION AS DIRECTED BY THE BOARD OF DIRECTORS IN ACCORDANCE WITH POLICY, BEFORE THE RETURN IS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | AN INTERESTED PERSON SHALL MEAN ANY DIRECTOR, OFFICER, KEY EMPLOYEE OR ANY COMMITTEE MEMBER REGARDLESS OF WHETHER SUCH PERSON IS A DIRECTOR, WHO HAS A DIRECT OR INDIRECT FINANCIAL INTEREST IN A CONTEMPLATED TRANSACTION OR ARRANGEMENT. A CONFLICT OF INTEREST MAY EXIST WHEN AN INTERESTED PERSON HAS, DIRECTLY OR INDIRECTLY, A FINANCIAL INTEREST IN ANY TRANSACTION OR ARRANGEMENT UNDER CONSIDERATION BY ANY OFFICER, THE BOARD OR ANY COMMITTEE. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST FULLY DISCLOSE ALL MATERIAL FACTS RELATED TO THE RELATIONSHIPS AND/OR FINANCIAL OR OTHER INTERESTS THAT GIVE RISE TO THE ACTUAL OR POTENTIAL CONFLICT OF INTEREST. SUCH DISCLOSURE SHALL BE MADE TO THE BOARD, THE EXECUTIVE COMMITTEE OR ANY OFFICER(S) CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. IF A DIRECTOR, OFFICER, KEY EMPLOYEE OR COMMITTEE MEMBER BECOMES AWARE OF ANY POTENTIAL CONFLICT OF INTEREST RELATED TO ANOTHER DIRECTOR, OFFICER, KEY EMPLOYEE OR COMMITTEE MEMBER, HE OR SHE SHALL BRING IT TO THE ATTENTION OF THE CHAIRPERSON OF THE BOARD OR THE EXECUTIVE COMMITTEE IMMEDIATELY. THE BOARD OR EXECUTIVE COMMITTEE (SUBJECT TO SUBSEQUENT BOARD RATIFICATION) MAY DETERMINE THAT THE FINANCIAL OR OTHER INTEREST IS NOT MATERIAL AND THAT, THEREFORE, THERE IS NO ACTUAL OR POTENTIAL CONFLICT OF INTEREST. IF THE BOARD OR THE EXECUTIVE COMMITTEE (SUBJECT TO SUBSEQUENT BOARD RATIFICATION) DETERMINES THAT THERE IS NO ACTUAL OR POTENTIAL CONFLICT OF INTEREST, NO VOTE OF THE BOARD OR THE EXECUTIVE COMMITTEE SHALL BE REQUIRED TO PROCEED WITH THE TRANSACTION OR ARRANGEMENT. IF THE BOARD OR THE EXECUTIVE COMMITTEE DETERMINES THAT AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST EXISTS, THE BOARD OR THE EXECUTIVE COMMITTEE (SUBJECT TO SUBSEQUENT RATIFICATION BY THE BOARD) MAY AUTHORIZE OR APPROVE THE TRANSACTION OR ARRANGEMENT PURSUANT TO THE PROCEDURES SET FORTH IN SECTION 4 OF THE CONFLICT OF INTEREST POLICY. IF THE EXECUTIVE COMMITTEE MAKES A DETERMINATION THAT NO ACTUAL OR POTENTIAL CONFLICT OF INTEREST EXISTS IN CONNECTION WITH A PROPOSED TRANSACTION OR ARRANGEMENT SUCH FINDING SHALL BE REVIEWED AND, IF APPROPRIATE, RATIFIED BY THE BOARD AT ITS NEXT MEETING. PROCEDURES FOR ADDRESSING A CONFLICT OF INTEREST: IF THE BOARD OR EXECUTIVE COMMITTEE DETERMINES THAT THERE IS AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST, THE BOARD OR EXECUTIVE COMMITTEE SHALL PROCEED AS FOLLOWS: A. THE INTERESTED PERSON(S) SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND VOTE ON, THE TRANSACTION OR ARRANGEMENT, PROVIDED THAT SUCH INTERESTED PERSON(S) SHALL BE GIVEN THE OPPORTUNITY TO ADDRESS THE MEETING WITH RESPECT TO THE TRANSACTION OR ARRANGEMENT BEFORE LEAVING THE MEETING. B. THE BOARD OR EXECUTIVE COMMITTEE MAY APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT BEFORE VOTING ON SUCH TRANSACTION OR ARRANGEMENT. C. THE BOARD, ACTING IN GOOD FAITH, MAY AUTHORIZE OR APPROVE THE TRANSACTION OR ARRANGEMENT BY VOTE OF A MAJORITY OF THE DIRECTORS THEN IN OFFICE WITHOUT COUNTING THE VOTE OF ANY DIRECTOR WHO HAS A MATERIAL FINANCIAL INTEREST IN THE TRANSACTION OR ARRANGEMENT (ALTHOUGH SUCH DIRECTOR(S) MAY BE COUNTED IN DETERMINING THE PRESENCE OF A QUORUM) AFTER DETERMINING THE FOLLOWING: I. THAT THE BOARD HAS KNOWLEDGE OF ALL MATERIAL FACTS CONCERNING THE TRANSACTION OR ARRANGEMENT AND THE FINANCIAL INTEREST OF ANY INTERESTED PERSON IN SUCH TRANSACTION OR ARRANGEMENT; II. THAT THE BOARD IS ACTING IN GOOD FAITH; III. THAT THE CORPORATION IS ENTERING INTO THE TRANSACTION FOR ITS OWN BENEFIT; IV. THAT THE TRANSACTION IS (OR WAS) FAIR AND REASONABLE TO THE CORPORATION AT THE TIME THE CORPORATION WILL (OR DID) ENTER INTO IT; AND, V. THAT, AFTER REASONABLE INVESTIGATION UNDER THE CIRCUMSTANCES, THE CORPORATION CANNOT OBTAIN A MORE ADVANTAGEOUS ARRANGEMENT WITH REASONABLE EFFORT UNDER THE CIRCUMSTANCES FROM A PERSON OR ENTITY THAT DOES NOT HAVE AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST. D. IF IT IS NOT REASONABLY PRACTICABLE TO OBTAIN APPROVAL OF THE BOARD PRIOR TO ENTERING INTO A TRANSACTION OR ARRANGEMENT, THE EXECUTIVE COMMITTEE, ACTING IN GOOD FAITH, MAY AUTHORIZE OR APPROVE THE TRANSACTION OR ARRANGEMENT PRIOR TO ITS CONSUMMATION IF THE TOTAL VALUE OF SUCH TRANSACTION OR ARRANGEMENT IS $25,000 OR LESS, BY VOTE OF A MAJORITY OF THE DISINTERESTED DIRECTORS ON THE EXECUTIVE COMMITTEE AFTER MAKING THE DETERMINATIONS SET FORTH IN SUBPARAGRAPHS I. THROUGH V. OF SUBSECTION 4.C. ABOVE; PROVIDED THAT THE BOARD RATIFIES THE TRANSACTION OR ARRANGEMENT AT ITS NEXT MEETING PURSUANT TO THE PROCEDURES SET FORTH IN SUBSECTION 4.C. ABOVE. |
| FORM 990, PART VI, SECTION B, LINE 15 | AS REQUIRED BY GOVERNMENT CODE 12586(G), THE BOARD OF DIRECTORS (OR AN AUTHORIZED COMMITTEE OF THE BOARD OF DIRECTORS) SHALL APPROVE THE COMPENSATION, INCLUDING BENEFITS, PAID TO THE CHIEF EXECUTIVE OFFICER AND CHIEF FINANCIAL OFFICER (AND ANY OFFICER WITH COMPARABLE DUTIES) TO ENSURE THAT SUCH COMPENSATION IS JUST AND REASONABLE. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2023. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. THOSE INTERESTED CAN CONTACT THE ORGANIZATION FOR THIS INFORMATION. THE ANNUAL 990 RETURN IS ALSO AVAILABLE ON THE ORGANIZATION'S WEBSITE. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. |
| Software ID: | |
| Software Version: |