2026-07-13T09:26:44+00:00 2025-08-31 331498605 PLANTE & MORAN PLLC 10 SOUTH RIVERSIDE PLAZA 9TH FLOOR CHICAGO IL 60606 990 2024-09-01 362896025 CHICAGO THEATRE GROUP INC CHIC 3124433811 170 N DEARBORN STREET CHICAGO IL 60601 LEWIS WARRICK CHIEF FINANCIAL OFFICER 2026-07-13 true true LU ANN TRAPP P01506476 3122071040 2026-07-10 2024 2025-03-06 01:10:19Z GOODMAN THEATRE MR LEWIS WARRICK 170 N DEARBORN STREET CHICAGO IL 60601 53515972 false X WWW.GOODMANTHEATRE.ORG X 1976 IL GOODMAN THEATRE SEEKS TO BE THE PREMIER CULTURAL INSTITUTION IN CHICAGO THROUGH THE UNSURPASSED QUALITY, RANGE AND EQUITY OF ITS PRODUCTIONS AND PROGRAMS AND THROUGH ITS COMMITMENT TO ITS COMMUNITY. 80 80 680 400 0 10276628 16202646 16774267 13501492 2239920 2194898 150497 63361 29441312 31962397 0 0 0 0 17967582 15911147 0 0 2177178 16484413 13071079 34451995 28982226 -5010683 2980171 55065535 67969178 33136043 42726118 21929492 25243060 THE CHICAGO THEATRE GROUP IS COMMITTED TO PRODUCING BOTH CLASSIC AND CONTEMPORARY WORKS GIVING FULL VOICE TO A WIDE RANGE OF ARTISTS AND VISIONS. BY DEDICATING ITSELF TO THREE GUIDING PRINCIPLES - QUALITY, EQUITY, AND COMMUNITY - THE THEATRE SEEKS TO BE THE PREMIER CULTURAL ORGANIZATION IN CHICAGO, PROVIDING PRODUCTIONS AND PROGRAMS THAT MAKE AN ESSENTIAL CONTRIBUTION TO THE QUALITY OF LIFE IN OUR CITY. false false 22572145 13889998 GOODMAN THEATRE, CHICAGO'S OLDEST AND LARGEST NOT-FOR-PROFIT THEATER, IS INTERNATIONALLY RECOGNIZED FOR ITS ARTISTS, PRODUCTIONS AND EDUCATIONAL PROGRAMS. WITH DEPTH AND DIVERSITY OF ARTISTIC LEADERSHIP, THE GOODMAN IS COMMITTED TO PRODUCING BOTH CLASSIC AND CONTEMPORARY WORKS, GIVING FULL VOICE TO A WIDE RANGE OF ARTISTS AND VISIONS. THE THEATRE IS RENOWNED FOR THE EXCELLENCE OF ITS MANY COMMUNITY AND EDUCATIONAL PROGRAMS. THE GOODMAN OFFERS NATIONALLY RECOGNIZED PROGRAMS TO THE CHICAGO COMMUNITY FOR STUDENTS OF ALL AGES. ADDITIONALLY, THE THEATRE OFFERS EDUCATIONAL MATERIALS THAT NOT ONLY ENRICH THE THEATER-GOING EXPERIENCE, BUT IMPACT LEARNING AND HELP DEVELOP CRITICAL THINKING SKILLS. 22572145 true true false false false false false false false true true false false true true true true false false false false false false false true false false false false true true false false false false false false false false false false true false false false false false false false false false true 266 2 true 680 true false false false false false true true false false false false false false X 80 80 false false false false false false false true true false false false false true true true true true true true false false IL X X LEWIS WARRICK 3124435554 170 N DEARBORN STREET CHICAGO IL 60601 DR FRANCES DEL BOCA VICE PRESIDENT 4.0 0.0 X X 0 0 0 MR ANTHONY MAGGIORE VICE PRESIDENT 4.0 0.0 X X 0 0 0 MR CARL JENKINS VICE CHAIR 4.0 0.0 X X 0 0 0 MR DINESH SINNIAH SECRETARY 4.0 0.0 X X 0 0 0 MR DOUG BROWN VICE PRESIDENT 4.0 0.0 X X 0 0 0 MR JEFFREY HESSE IMMEDIATE PAST CHAIR 4.0 0.0 X X 0 0 0 MR TOD SALTZMAN TREASURER 4.0 0.0 X X 0 0 0 MR TROY ZIMMERMAN VICE PRESIDENT 4.0 0.0 X X 0 0 0 MRS ALICE YOUNG SABL VICE CHAIR 4.0 0.0 X X 0 0 0 MRS CYNTHIA SCHOLL VICE PRESIDENT 4.0 0.0 X X 0 0 0 MRS KATHLEEN COWIE VICE PRESIDENT 4.0 0.0 X X 0 0 0 MRS KIMBRA WALTER VICE CHAIR 4.0 0.0 X X 0 0 0 MS CLARE METCALF VICE PRESIDENT 4.0 0.0 X X 0 0 0 MS ELAINE LEAVENWORTH VICE PRESIDENT 4.0 0.0 X X 0 0 0 MS JULIE DANIS CHAIR 4.0 0.0 X X 0 0 0 MS LAURA SACHS VICE PRESIDENT 4.0 0.0 X X 0 0 0 MS LINDA COBERLY PRESIDENT 4.0 0.0 X X 0 0 0 MS MARSHA CRUZAN CHAIR ELECT 4.0 0.0 X X 0 0 0 MS REBECCA FORD VICE PRESIDENT 4.0 0.0 X X 0 0 0 MS TRACY HEALY VICE PRESIDENT 4.0 0.0 X X 0 0 0 DR JAMES ANNABLE BOARD MEMBER 4.0 0.0 X 0 0 0 HOLLY TYSON BOARD MEMBER 4.0 0.0 X 0 0 0 MR ALBERT GOODMAN BOARD MEMBER 4.0 0.0 X 0 0 0 MR CHUCK SMITH BOARD MEMBER 4.0 0.0 X 0 0 0 MR DAVID FOX BOARD MEMBER 4.0 0.0 X 0 0 0 MR GIL SOFFER BOARD MEMBER 4.0 0.0 X 0 0 0 MR HENRY GODINEZ BOARD MEMBER 4.0 0.0 X 0 0 0 MR J BRADLEY KECK BOARD MEMBER 4.0 0.0 X 0 0 0 MR J RANDALL WHITE BOARD MEMBER 4.0 0.0 X 0 0 0 MR JOHN PINTOZZI BOARD MEMBER 4.0 0.0 X 0 0 0 MR JOHN ROBAK BOARD MEMBER 4.0 0.0 X 0 0 0 MR JOSEPH LEARNER BOARD MEMBER 4.0 0.0 X 0 0 0 MR LESTER CONEY BOARD MEMBER 4.0 0.0 X 0 0 0 MR MICHAEL BELSLEY BOARD MEMBER 4.0 0.0 X 0 0 0 MR PATRICK WOOD-PRINCE BOARD MEMBER 4.0 0.0 X 0 0 0 MR PAUL DYKSTRA BOARD MEMBER 4.0 0.0 X 0 0 0 MR PAUL LEINWAND BOARD MEMBER 4.0 0.0 X 0 0 0 MR PERRY J MANGIONE BOARD MEMBER 4.0 0.0 X 0 0 0 MR PETER BYNOE BOARD MEMBER 4.0 0.0 X 0 0 0 MR ROGER BASKES BOARD MEMBER 4.0 0.0 X 0 0 0 MR SAMUEL SCARCELLO BOARD MEMBER 4.0 0.0 X 0 0 0 MR SHELDON ZENNER BOARD MEMBER 4.0 0.0 X 0 0 0 MR STEVE SCOTT BOARD MEMBER 4.0 0.0 X 0 0 0 MRS CARA BURNS PAN BOARD MEMBER 4.0 0.0 X 0 0 0 MRS ELIZABETH RAYMOND BOARD MEMBER 4.0 0.0 X 0 0 0 MRS JOAN CLIFFORD BOARD MEMBER 4.0 0.0 X 0 0 0 MRS JUDITH TOLAND BOARD MEMBER 4.0 0.0 X 0 0 0 MRS KENDRA CHAPMAN DAVIS BOARD MEMBER 4.0 0.0 X 0 0 0 MRS LORRAYNE H WEISS BOARD MEMBER 4.0 0.0 X 0 0 0 MRS SASHA GERRITSON BOARD MEMBER 4.0 0.0 X 0 0 0 MRS SONDRA HEALY BOARD MEMBER 4.0 0.0 X 0 0 0 MRS SUSAN WISLOW BOARD MEMBER 4.0 0.0 X 0 0 0 MS ABBE ARON BOARD MEMBER 4.0 0.0 X 0 0 0 MS ANDREA WAINER BOARD MEMBER 4.0 0.0 X 0 0 0 MS CAROL PRINS BOARD MEMBER 4.0 0.0 X 0 0 0 MS CATHERINE MOULY BOARD MEMBER 4.0 0.0 X 0 0 0 MS DAEL ORLANDERSMITH BOARD MEMBER 4.0 0.0 X 0 0 0 MS DEBORAH BRICKER BOARD MEMBER 4.0 0.0 X 0 0 0 MS DHUANNE DODRILL BOARD MEMBER 4.0 0.0 X 0 0 0 MS GABRIELLE SAGERS BOARD MEMBER 4.0 0.0 X 0 0 0 MS GENEVIEVE THIERS BOARD MEMBER 4.0 0.0 X 0 0 0 MS INDIA RADFAR BOARD MEMBER 4.0 0.0 X 0 0 0 MS IRENE SUDAC BOARD MEMBER 4.0 0.0 X 0 0 0 MS KELLI GARCIA BOARD MEMBER 4.0 0.0 X 0 0 0 MS KRISTIN ANDERSON SCHEWE BOARD MEMBER 4.0 0.0 X 0 0 0 MS LAURA MATALON BOARD MEMBER 4.0 0.0 X 0 0 0 MS LINDA HUTSON BOARD MEMBER 4.0 0.0 X 0 0 0 MS LUCY K PARK BOARD MEMBER 4.0 0.0 X 0 0 0 MS MARIA BECHILY BOARD MEMBER 4.0 0.0 X 0 0 0 MS MARIA WYNNE BOARD MEMBER 4.0 0.0 X 0 0 0 MS MELINDA MCMULLEN BOARD MEMBER 4.0 0.0 X 0 0 0 MS MELISSA DONALDSON BOARD MEMBER 4.0 0.0 X 0 0 0 MS PATRICIA COX BOARD MEMBER 4.0 0.0 X 0 0 0 MS RUTH ANN GILLIS BOARD MEMBER 4.0 0.0 X 0 0 0 MS SHAWN DONNELLEY BOARD MEMBER 4.0 0.0 X 0 0 0 MS SUZETTE DEWEY BOARD MEMBER 4.0 0.0 X 0 0 0 MS TERRI MASCHERIN BOARD MEMBER 4.0 0.0 X 0 0 0 MS ZORAIDA SAMBOLIN BOARD MEMBER 4.0 0.0 X 0 0 0 JOHN COLLINS EXECUTIVE DIRECTOR 40.0 0.0 X 313366 0 8309 LEWIS WARRICK CHIEF FINANCIAL OFFICER 40.0 0.0 X 174573 0 8282 SUSAN BOOTH ARTISTIC DIRECTOR 40.0 0.0 X 512515 0 14565 CHERON MCNEAL CHIEF HUMAN RESOURCE OFFICER 40.0 0.0 X 158719 0 8228 DENISE SCHNEIDER CHIEF COMMUNICATIONS OFFICER 40.0 0.0 X 161304 0 17248 DORLISA MARTIN CHIEF DEVELOPMENT OFFICER 40.0 0.0 X 210700 0 583 JALEN CORSI CHIEF MARKETING OFFICER 40.0 0.0 X 173418 0 583 MARTIN GROCHALA ASSOC DIRECTOR OF DEVELOPMENT 40.0 0.0 X 129007 0 7030 ROCHE SCHULFER FORMER CEO (THRU 8/2024)/SENIOR ADVISOR 40.0 0.0 X 486458 0 517381 2320060 0 582209 17 true true false CHICAGO MAGIC COMPANY 303 SCOVILLE AVE OAK PARK IL 60302 PERFORMER 381345 F&D SCENE CHANGES LTD BOX 2B 803-24 AVENUE SE CALGARY ALBERTA CA T2G1P5 SCENERY BUILD 301225 ANDY FRAIN SERVICES INC 761 SHORELINE DR AURORA IL 60504 SECURITY SERVICES 287482 THEATRICAL LIGHTING CONNECTION 411 HEATHROW COURT BURR RIDGE IL 60527 LIGHTING EQUIPMENT 212735 PLANTE & MORAN PLLC 16060 COLLECTIONS CENTER DRIVE CHICAGO IL 60693 AUDITORS 197350 10 1734846 463576 14004224 2074514 16202646 TICKET SALES 711110 9469060 9469060 PROGRAM ENHANCEMENTS 711110 1040000 1040000 SUBSCRIPTION 711110 2824962 2824962 OTHER PROGRAM SERVICE REVENUE 711110 167470 167470 0 0 0 0 13501492 743021 743021 4480 4480 82700 9044 73656 0 73656 73656 21997119 20545242 1451877 0 1451877 1451877 124100 1734846 527381 -403281 -403281 860414 471908 388506 388506 0 0 0 0 0 31962397 13889998 0 1869753 0 0 2035449 1538613 335445 161391 11702820 8846262 1928639 927919 1268560 1027659 163855 77046 904318 717794 126535 59989 73971 73971 68366 68366 75581 75581 1850957 1626293 0 224664 1700044 1700044 324903 306477 8990 9436 603884 603884 1610426 1208718 373114 28594 552237 489771 54244 8222 1635339 1210489 380564 44286 2216831 1798332 355124 63375 191548 85497 103827 2224 PROPS AND SCENERY 560821 560821 SUPPLIES 849527 510316 249695 89516 COSTUMES 228996 228996 DONORS, TRUSTEES, EVENT 351831 351831 175817 112179 -65047 128685 28982226 22572145 4232903 2177178 293016 636345 156 798884 5110481 9479497 665185 201448 0 0 0 0 989419 1688869 68942657 45796391 24210079 23146266 23075763 23275044 0 0 721436 8742825 55065535 67969178 2373235 2004214 3341728 4313560 19733000 29825487 0 0 6779821 0 908259 6582857 33136043 42726118 X 9923320 7171684 12006172 18071376 21929492 25243060 55065535 67969178 2980171 333397 0 X false true true false X 11517742 13817979 10773943 10276628 16207796 62594088 0 0 11517742 13817979 10773943 10276628 16207796 62594088 1499657 61094431 633464 719676 872337 937200 830201 3992878 0 4736 0 0 0 979364 984100 67571066 55881706 0.90415 0.934 X Schedule A, Part II, Line 10 Other Income DESCRIPTION - OTHER INCOME, COLUMN A - 4736.0, COLUMN B - , COLUMN C - , COLUMN D - , COLUMN E - 860414.0, COLUMN F - 865150.0; DESCRIPTION - FUNDRAISING INCOME, COLUMN A - , COLUMN B - , COLUMN C - , COLUMN D - , COLUMN E - 118950.0, COLUMN F - 118950.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 21424166 5059669 2373391 4297151 24560075 22140977 1291280 1782094 3790185 21424166 24448785 500000 1313085 4120893 22140977 31733113 -3502215 3782113 24448785 29536769 4326520 2130176 31733113 0.6896 0.2036 0.1068 false false 47651595 34334522 13317073 5517733 5184241 333492 14899474 6277628 8621846 873855 873855 23146266 RIGHT TO USE ASSET - OPERATING LEASES 6274772 DEBT SERVICE RESERVE FUND 2468053 8742825 Federal Income Taxes OPERATING LEASE LIABILITY 6582857 6582857 X 32846033 333397 89395 536425 959217 31886816 75581 0 75581 31962397 29532465 89395 536425 625820 28906645 75581 0 75581 28982226 Schedule D, Part V, Line 4 Intended uses of endowment funds GOODMAN SEEKS TO CONTINUE TO GROW ITS ENDOWMENT THROUGH THE CURRENT CENTENNIAL CAMPAIGN FOR THE FOLLOWING PURPOSE: INTEREST INCOME FROM A PROPER ENDOWMENT WOULD PROVIDE A PORTION OF THE OPERATING BUDGET EACH YEAR AND, MOST IMPORTANTLY, THE ENDOWMENT WILL SERVE AS A SAFETY NET IN UNCERTAIN TIMES. GOODMAN THEATRE IS ONE OF CHICAGO'S PREMIER CULTURAL INSTITUTIONS, A LEADER IN THE AMERICAN THEATER AND INTERNATIONALLY RECOGNIZED FOR ITS ARTISTS, PRODUCTIONS AND OUTREACH PROGRAMS. INDUSTRY STANDARDS INDICATE THAT AN INSTITUTIONALIZED CULTURAL NON-PROFIT SHOULD HAVE TWO TO THREE TIMES ITS OPERATING BUDGET IN ENDOWED FUNDS. THE GOODMAN HAS ONLY BEEN AN INDEPENDENT SINCE 1978 AND THE ESTABLISHMENT OF OUR NEW FACILITY IN 2000 WAS A MAJOR FINANCIAL AND ORGANIZATION EFFORT. BECAUSE OF THESE FACTORS, GOODMAN HAS NOT FOCUSED ON BUILDING ENDOWMENT AND OUR RESERVES DO NOT MATCH THOSE OF OUR SISTER CULTURAL ORGANIZATIONS. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote THE THEATRE FOLLOWS THE ACCOUNTING STANDARDS FOR CONTINGENCIES IN EVALUATING UNCERTAIN TAX POSITIONS. THIS GUIDANCE PRESCRIBES RECOGNITION THRESHOLD PRINCIPLES FOR THE FINANCIAL STATEMENT RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. NO LIABILITY HAS BEEN RECOGNIZED BY THE THEATRE FOR UNCERTAIN TAX POSITIONS AS OF AUGUST 31, 2025 AND 2024. Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 SPECIAL EVENT DIRECT EXPENSES - 527381 RENTAL EXPENSES - 9044 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 SPECIAL EVENT DIRECT EXPENSES - 527381 RENTAL EXPENSES - 9044 ANNUAL GALA 1274066 1177866 96200 194400 227473 FALL EVENT 517950 490050 27900 86900 18608 0 1792016 1667916 124100 281300 246081 527381 -403281 X X X false true false false false false false false false ROCHE SCHULFER FORMER CEO (THRU 8/2024)/SENIOR ADVISOR 486458 0 0 0 0 0 500000 0 17381 0 1003839 0 0 0 SUSAN BOOTH ARTISTIC DIRECTOR 512515 0 0 0 0 0 0 0 14565 0 527080 0 0 0 JOHN COLLINS EXECUTIVE DIRECTOR 313366 0 0 0 0 0 0 0 8309 0 321675 0 0 0 LEWIS WARRICK CHIEF FINANCIAL OFFICER 174573 0 0 0 0 0 0 0 8282 0 182855 0 0 0 DORLISA MARTIN CHIEF DEVELOPMENT OFFICER 210700 0 0 0 0 0 0 0 583 0 211283 0 0 0 DENISE SCHNEIDER CHIEF COMMUNICATIONS OFFICER 161304 0 0 0 0 0 0 0 17248 0 178552 0 0 0 JALEN CORSI CHIEF MARKETING OFFICER 173418 0 0 0 0 0 0 0 583 0 174001 0 0 0 CHERON MCNEAL CHIEF HUMAN RESOURCE OFFICER 158719 0 0 0 0 0 0 0 8228 0 166947 0 0 0 Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan THE FORMER CEO RETIRED EFFECTIVE AUGUST 31, 2024, BUT CONTINUED TO RECEIVE CONTRACTUAL AGREEMENT PAYMENTS AS A SENIOR ADVISOR CONSULTANT THROUGH AUGUST 31, 2025. AS PART OF HIS RETIREMENT AGREEMENT, THE FORMER CEO WILL RECEIVE DEFERRED COMPENSATION OF $500,000 BASED ON 51 YEARS OF SERVICE AND PAYABLE IN INSTALLMENTS STARTING SEPTEMBER 2025 THROUGH 2027. THE $500,000 IS REPORTED AS DEFERRED COMPENSATION AS OF AUGUST 31, 2024 AND IS REPORTED ON SCHEDULE J, PART II, COLUMN (C). THIS DEFERRED COMPENSATION AND CONSULTING AGREEMENT WAS APPROVED BY BOARD CHAIR AND COMPENSATION COMMITTEE WHICH INCLUDES PREVIOUS CHAIRS. A ILLINOIS FINANCE AUTHORITY 861091967 45204FJ48 2025-04-17 25893662 REFUND 2015 BOND, LOAN, NEW PROJECTS false true false A 26204762 2099482 617209 21984292 1500000 true false false true A false false false false false false 0.0 0.0 0.0 false false 0 false true A false true false false false false 0 false false false 0 false false true A true 26 2000333 Market value X OFFICE EQUIPMENT 1 25516 Market value X CONCESSIONS 1 48665 Market value 0 false false false Form 990, Part VI, Line 1a THE BOARD CHAIR OF THE BOARD OF TRUSTEES MAY APPOINT FROM AMONG THE TRUSTEES AN EXECUTIVE COMMITTEE OF TWO OR MORE MEMBERS, ONE OF WHO SHALL BE THE PRESIDENT, WHO WILL CHAIR THE EXECUTIVE COMMITTEE MEETINGS. THE EXECUTIVE COMMITTEE SHALL HAVE AND MAY EXERCISE ALL OF THE AUTHORITY OF THE BOARD OF TRUSTEES IN THE MANAGEMENT OF THE CORPORATION, EXCEPT THAT SUCH COMMITTEE SHALL HAVE NO AUTHORITY IN REFERENCE TO AMENDING THE ARTICLES OF INCORPORATION, ADOPTING A PLAN OF MERGER OR CONSOLIDATION, ADOPTING A PLAN OF SALE, LEASE, EXCHANGE, MORTGAGE OR OTHER DISPOSITION OF SUBSTANTIALLY ALL OF THE PROPERTY AND ASSETS OF THE CORPORATION OTHER THAN IN THE USUAL COURSE OF BUSINESS, AFFECTING THE VOLUNTARY DISSOLUTION OF THE CORPORATION, AMENDING, ALTERING OR REPEALING ANY PROVISION OF THESE BYLAWS, ELECTING OR REMOVING TRUSTEES OR OFFICERS OF THE CORPORATION, OR MEMBERS OF THE EXECUTIVE COMMITTEE, FIXING THE COMPENSATION OF ANY MEMBER OF THE EXECUTIVE COMMITTEE, OR AMENDING, ALTERING OR REPEALING ANY RESOLUTION OF THE BOARD OF TRUSTEES WHICH, BY ITS TERMS, PROVIDES THAT IT SHALL NOT BE AMENDED, ALTERED OR REPEALED BY THE EXECUTIVE COMMITTEE. THE BOARD CHAIR SHALL HAVE POWER AT ANY TIME TO FILL VACANCIES IN, TO CHANGE THE SIZE OR MEMBERSHIP OF, AND TO DISCHARGE ANY SUCH COMMITTEE. ANY SUCH EXECUTIVE COMMITTEE SHALL KEEP A WRITTEN RECORD OF ITS PROCEEDINGS AND SHALL SUBMIT SUCH RECORD TO THE ENTIRE BOARD AT EACH REGULAR MEETING THEREOF AND AT SUCH OTHER TIMES AS MAY BE REQUESTED BY THE BOARD. Form 990, Part VI, Line 11b Review of form 990 by governing body THE ORGANIZATION RETAINS THE SERVICES OF AN INDEPENDENT CPA FIRM TO PREPARE THE ORGANIZATION'S FORM 990. MANAGEMENT REVIEWS THE FORM 990 PRIOR TO FILING. Form 990, Part VI, Line 12c Conflict of interest policy OFFICERS AND TRUSTEES ARE REQUIRED TO ANNUALLY COMPLETE A FORM DISCLOSING ANY CONFLICTS OF INTEREST. THE COI FORMS ARE REVIEWED ANNUALLY BY THE MANAGING DIRECTOR. ANY SIGNIFICANT CONFLICTS ARE REVIEWED WITH THE TRUSTEE OFFICERS. THROUGHOUT THE YEAR ALL SERVICES AND PURCHASED CONTRACTS ARE REVIEWED BY MANAGEMENT TO ENSURE NO COI. IF THERE IS A POTENTIAL COI, THE TRUSTEE IN QUESTION WILL NOT BE PERMITTED TO VOTE OR APPROVE THE TRANSACTION IN QUESTION. Form 990, Part VI, Line 15a Process to establish compensation of top management official THE ORGANIZATION'S OFFICERS AND KEY EMPLOYEE ARE COMPENSATED ACCORDING TO AN AGREED UPON CONTRACT WHICH IS REVIEWED EVERY 7 YEARS. WHEN THE CONTRACTS ARE REVIEWED, A BOARD COMMITTEE CONSIDERS COMPENSATION OF SIMILARLY SITUATED INDIVIDUALS AT SIMILAR ORGANIZATIONS. COMPENSATION IS NOT REVIEWED ON AN ANNUAL BASIS BUT WAS PERFORMED DURING FY24 ALONG WITH A THIRD PARTY COMPENSATION ANALYSIS. Form 990, Part VI, Line 15b Process to establish compensation of other employees THE ORGANIZATION'S OFFICERS AND KEY EMPLOYEE ARE COMPENSATED ACCORDING TO AN AGREED UPON CONTRACT WHICH IS REVIEWED EVERY 7 YEARS. WHEN THE CONTRACTS ARE REVIEWED, A BOARD COMMITTEE CONSIDERS COMPENSATION OF SIMILARLY SITUATED INDIVIDUALS AT SIMILAR ORGANIZATIONS. COMPENSATION IS NOT REVIEWED ON AN ANNUAL BASIS BUT WAS PERFORMED DURING FY24 ALONG WITH A THIRD PARTY COMPENSATION ANALYSIS. Form 990, Part VI, Line 19 Required documents available to the public THE ORGANIZATION'S DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST. ANNUAL FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE.