2024-08-27T10:58:33-05:00 2023-12-31 HAN GROUP LLC 1020 19TH STREET NW SUITE 800 WASHINGTON DC 20036 990 2023-01-01 462465621 ALLIANCE FOR YOUTH ORGANIZING ALLI 2028274412 650 MASSACHUSETTS AVENUE NW 600 WASHINGTON DC 20001 DAKOTA HALL PRESIDENT & EXECUTIVE DIRECTOR 2028274412 2024-08-27 1 1 JENNIFER S HAN P00633304 2022937000 2024-08-27 2023 2024-08-08 14:25:15Z DAKOTA HALL 650 MASSACHUSETTS AVENUE NW 600 WASHINGTON DC 20001 20417501 0 X WWW.ALLIANCEFORYOUTHORGANIZING.ORG X 2013 OR AYO SUPPORTS THE WORK OF LOCAL ORGANIZATIONS, BUILDING A MOVEMENT OF YOUNG PEOPLE FOR ALL PEOPLE. 10 10 25 11 0 0 13510240 20116833 192181 37473 2282 2596 13297 7281 13718000 20164183 3835750 3686628 0 0 6110817 6367115 20856 67600 501050 3070984 3081793 13038407 13203136 679593 6961047 14523053 20604965 2012725 1633590 12510328 18971375 X THE ALLIANCE FOR YOUTH ORGANIZING IS ADVANCING A NEW ERA OF DEMOCRACY THAT IS LOCALLY LED AND PUBLICLY ENGAGED. WE ENVISION A SOCIETY WHERE YOUNG VOTERS COME OUT TO THE POLLS IN NUMBERS THAT ACTUALLY SHAPE THE PUBLIC DISCOURSE, AND ELECTORAL SYSTEM THAT ENCOURAGES RATHER THAN DISCOURAGES ALL PEOPLE TO BE ACTIVE AND ENGAGED PARTICIPANTS. WE DO THIS BY BUILDING THE CAPACITY OF AND PROVIDING RESOURCES TO OUR NETWORK OF INDEPENDENT AFFILIATE ORGANIZATIONS AS WELL AS STRONGER OVERSIGHT OF AND TRAINING FOR AFFILIATE FINANCIAL MANAGEMENT. 0 0 5798085 500 37473 FISCAL SPONSORS - THE ALLIANCE FOR YOUTH ORGANIZING SUPPORTS LOCAL CIVIC ENGAGEMENT PROGRAMS THAT HELP TRAIN AND DEVELOP NEW LEADERS, REGISTER AND MOBILIZE YOUNG VOTERS, AND EDUCATE YOUNG PEOPLE ON MORE THAN 40 COLLEGE CAMPUSES ABOUT KEY ISSUES IN THEIR COMMUNITIES THROUGH 501(C)(3) FISCAL SPONSORSHIP OF THREE STATE-BASED PROJECTS, BASED IN FLORIDA, TEXAS, AND WISCONSIN. 2522001 2258073 CIVIC ENGAGEMENT - IN PARTNERSHIP WITH OUR NETWORK ORGANIZATIONS, THE ALLIANCE FOR YOUTH ORGANIZING DEVELOPS AND IMPLEMENTS LOCAL, INTEGRATED CIVIC ENGAGEMENT PROGRAMS THAT HELP TRAIN AND DEVELOP NEW LEADERS, REGISTER AND MOBILIZE YOUNG VOTERS, AND EDUCATE YOUNG PEOPLE ABOUT KEY ISSUES IN THEIR COMMUNITIES. OUR PROGRAM ENGAGES WITH YOUNG PEOPLE YEAR-ROUND AND OVER MULTIPLE CYCLES, BUILDING HABITS THAT TRANSLATE INTO LIFELONG CIVIC ENGAGEMENT. 2183303 1428055 CAPACITY BUILDING - THROUGH ONGOING TRAINING AND COACHING, THE ALLIANCE FOR YOUTH ORGANIZING BUILDS THE CAPACITY OF OUR LOCAL NETWORK ORGANIZATIONS. THE ALLIANCE PROVIDES DEEP CAPACITY BUILDING SUPPORT FOR 13 AFFILIATES AND LIGHTER SUPPORT TO AN ADDITIONAL 6 YOUTH ORGANIZING PARTNER ORGANIZATIONS IN THE AREAS OF OPERATIONS, FINANCE, PROGRAM, DATA, COMMUNICATIONS, AND DEVELOPMENT. 324727 COMMUNICATIONS 112452 ISSUES CAMPAIGNS 437179 10940568 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 38 0 1 25 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA CO CT FL GA HI IL ME MD MA MI MO NJ NY OH OR PA RI UT VA WA WV WI X WILLIAM KOONTZ 2028274412 650 MASSACHUSETTS AVENUE NW SUITE WASHINGTON DC 20001 WHITNEY PORTER CHAIR 2.00 X X 0 0 0 MOLLIE RUSKIN VICE CHAIR 2.00 X X 0 0 0 AMY FAURLING BOARD MEMBER(THRU JUN);SEC(AS OF JUL) 2.00 X X 0 0 0 LIJIA GONG SECRETARY (THROUGH JUN 2023) 2.00 X X 0 0 0 CATHY LERZA TREASURER 2.00 X X 0 0 0 HERNAN CARVENTE-MARTINEZ BOARD MEMBER 2.00 X 0 0 0 VAUGHN FRISBY BOARD MEMBER 2.00 X 0 0 0 TATENDA MUSAPATIKE BOARD MEMBER 2.00 X 0 0 0 ALEXIS ANDERSON REED BOARD MEMBER 2.00 X 0 0 0 GISEL ROMERO BOARD MEMBER 2.00 X 0 0 0 LIBA RUBENSTEIN BOARD MEMBER 2.00 X 0 0 0 DAKOTA HALL PRESIDENT/EXECUTIVE DIRECTOR 44.00 X 192717 0 15390 AMIT MISTRY CHIEF IMPACT OFFICER 36.00 X 132012 0 13619 ROBYN SWIRLING CHIEF OF STAFF 33.00 X 131066 0 13320 WILLIAM KOONTZ CHIEF FINANCIAL OFFICER 38.00 X 120780 0 17555 CARMEL PRYOR VP OF COMM/ENG (THRU OCT 2023) 35.00 X 135444 0 11785 JOHN SERPAS SENIOR OPERATIONS DIRECTOR 32.00 X 114276 0 11690 826295 0 83359 10 0 1 0 BUELOW VETTER BUIKEMA OLSON & VLIET LLC 20855 WATERTOWN RD200 WAUKESHA WI 53186 LEGAL SERVICES 160726 GRASSROOTS SOLUTIONS INC 861 EAST HENNEPIN AVE 350 MINNEAPOLIS MN 55414 STRATEGY CONSULTING 140000 THE MOVEMENT COOPERATIVE 1025 CONNECTICUT AVENUE NW 1000 WASHINGTON DC 20036 DATA & TECHNOLOGY INFRASTRUCTURE 126000 3 20116833 20116833 CONTRACT INCOME 900099 37473 37473 37473 2178 2178 251755 1981 251032 2286 723 -305 418 418 STIPEND 900099 7281 7281 7281 20164183 37473 0 9877 3686628 3686628 636459 170536 378806 87117 4009592 3383836 475241 150515 64705 55486 9219 562540 469651 74312 18577 1093819 1012797 63193 17829 172243 106965 65278 65861 65861 67600 67600 485 485 919051 639724 221266 58061 33683 31274 2409 322573 303433 18286 854 421711 319174 64575 37962 259999 209882 44246 5871 628460 379284 207569 41607 39231 822 34248 4161 4563 1909 2073 581 29695 14552 14213 930 DUES AND SUBSCRIPTIONS 163969 136859 17805 9305 LICENSES & FEES 16995 16793 202 HOSPITALITY EXPENSES 2509 681 1828 REPAIRS & MAINTENANCE 765 282 403 80 13203136 10940568 1761518 501050 10832317 16254960 800655 1552833 2693500 2449301 20607 11234 41587 234504 42309 38564 8613 3745 125774 98388 14523053 20604965 228614 464395 124485 1784111 1044710 2012725 1633590 X 4627466 11291402 7882862 7679973 12510328 18971375 14523053 20604965 X 6961047 -500000 X X 0 1 X 1 0 X 8285909 21097073 8997591 13010240 20116833 71507646 8285909 21097073 8997591 13010240 20116833 71507646 14097385 57410261 1701 302 122 2282 2178 6585 44016 3828 975 13297 7281 69397 71583628 564460 0.80200 0.77310 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2019 AMOUNT: $ 44,016. 2020 AMOUNT: $ 3,828. 2021 AMOUNT: $ 975. 2022 AMOUNT: $ 13,297. STIPEND - 2023 AMOUNT: $ 7,281. PART II, LINE 1 THE FOLLOWING REVENUE AMOUNT ON SCHEDULE A, PART II HAS BEEN UPDATED FROM THE PRIOR FORM 990 TO ACCURATELY REFLECT THE REVENUE AMOUNT FROM ITS RESPECTIVE YEAR: PART II, LINE 1, COLUMN (D), 2022 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 15000 15000 13188136 13203136 810157 202539 0 0 922255 626762 801920 810157 3161094 4741641 5000 1579 126 15000 21705 230564 156691 200480 202539 790274 1185411 5000 1579 126 6705 20528 16783 3745 21781 21781 0 3745 DUE TO ALLIANCE FOR YOUTH ACTION 1044710 1044710 X 20183253 19250 305 19555 20163698 485 485 20164183 13722206 19250 500305 519555 13202651 485 485 13203136 PART X, LINE 2: THE ORGANIZATION FOLLOWS THE AUTHORITATIVE GUIDANCE RELATING TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES INCLUDED IN ACCOUNTING STANDARDS CODIFICATION TOPIC 740-10, INCOME TAXES. THESE PROVISIONS PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. IT IS THE ORGANIZATION'S POLICY TO RECOGNIZE INTEREST AND/OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, IN INCOME TAX EXPENSES. THE ORGANIZATION PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED DECEMBER 31, 2023 AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. THE STATUTE OF LIMITATIONS GENERALLY REMAINS OPEN FOR THREE TAX YEARS WITH THE U.S. FEDERAL JURISDICTION OR THE VARIOUS STATES AND LOCAL JURISDICTIONS IN WHICH THE ORGANIZATION FILES TAX RETURNS. PART XI, LINE 2D - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF ASSET 305. PART XII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF ASSET 305. WRITE OFF OF PRIOR UNCOLLECTIBLE PLEDGES 500,000. X X X X 1 DIANE SCHWARTZ ASSOCIATES LLC 4532 CHERRY HILL ROAD 503 ARLINGTON VA 22207 PRODUCING NARRATIVE CONTENT & WRITING GRANT REPORTS AND PROP 0 0 17000 -17000 EDIT REIZES 1106 GRAND CHAMPION DRIVE ROCKVILLE MD 20850 PRODUCING NARRATIVE CONTENT & WRITING GRANT REPORTS AND PROP 0 0 17000 -17000 RMZ HOLDINGS LLC 5009 BELT ROAD NW WASHINGTON DC 20016 DEVELOPING FUNDRAISING PLANS & PROJECT IMPLEMENTATION & COAC 0 0 33600 -33600 67600 -67600 CA CO CT DC FL GA IL LA ME MD MA MN MO NJ NM NY OH OR PA RI VA WA WI 1 MINNESOTA YOUTH COLLECTIVE EDUCATION FUND 2161 UNIVERSITY AVENUE W SUITE 100 ST PAUL MN 55114 824719053 501(C)(3) 300640 0 CIVIC ENGAGEMENT & CAPACITY BUILDING CHICAGO VOTES EDUCATION FUND PO BOX 377820 CHICAGO IL 60637 460545127 501(C)(3) 290635 0 CIVIC ENGAGEMENT & CAPACITY BUILDING GEORGIA COALITION FOR THE PEOPLES AGENDA 501 PULLIAM STREET SUITE 310 ATLANTA GA 30312 311770856 501(C)(3) 285500 0 CIVIC ENGAGEMENT & CAPACITY BUILDING NEW ERA COLORADO FOUNDATION PO BOX 181153 DENVER CO 80218 261389272 501(C)(3) 273585 0 CIVIC ENGAGEMENT & CAPACITY BUILDING OHIO ORGANIZING COLLABORATIVE 25 EAST BOARDMAN STREET SUITE 230 YOUNGSTOWN OH 45503 261601472 501(C)(3) 257835 0 CIVIC ENGAGEMENT & CAPACITY BUILDING ALLIANCE FOR YOUTH ACTION 650 MASSACHUSETTS NW SUITE 600 WASHINGTON DC 20001 462914731 501(C)(4) 250000 0 CIVIC ENGAGEMENT MISSISSIPPI VOTES 510 GEORGE STREET SUITE 308 JACKSON MS 39202 821014316 501(C)(3) 202500 0 CIVIC ENGAGEMENT & CAPACITY BUILDING LOUD LIGHT INC PO BOX 4045 TOPEKA KS 66604 810798700 501(C)(3) 175585 0 CIVIC ENGAGEMENT & CAPACITY BUILDING NEXT UP 333 SE SECOND AVE PORTLAND OR 97214 931314754 501(C)(3) 173990 0 CIVIC ENGAGEMENT & CAPACITY BUILDING FORWARD MONTANA FOUNDATION (C3) PO BOX 2817 MISSOULA MT 59806 262075145 501(C)(3) 166645 0 CIVIC ENGAGEMENT & CAPACITY BUILDING FLORIDA RISING TOGETHER 10800 BISCAYNE BOULEVARD SUITE 1050 MIAMI FL 33161 453956785 501(C)(3) 150313 0 CIVIC ENGAGEMENT & CAPACITY BUILDING STATE DEMOCRACY PROJECT 77 SANDS STREET 6TH FLOOR BROOKLYN NY 11201 522003442 501(C)(3) 100000 0 CIVIC ENGAGEMENT TIDES CENTER 1012 TORNEY STREET SAN FRANCISCO CA 94124 943213100 501(C)(3) 92500 0 CIVIC ENGAGEMENT & CAPACITY BUILDING TIDES FOUNDATION 1014 TORNEY AVENUE SAN FRANCISCO CA 94129 510198509 501(C)(3) 90320 0 CAPACITY BUILDING NORTH CAROLINA ASIAN AMERICANS TOGETHER 711 HILLSBOROUGH STREET SUITE 102 RALEIGH NC 27603 813125435 501(C)(3) 83750 0 CIVIC ENGAGEMENT & CAPACITY BUILDING PIZZA TO THE POLLS 225 NE WYGANT STREET PORTLAND OR 97211 825179102 501(C)(3) 75000 0 CIVIC ENGAGEMENT STATE VOICES 1616 P STREET NW SUITE 220 WASHINGTON DC 20036 201115618 501(C)(3) 75000 0 CIVIC ENGAGEMENT NEO PHILANTHROPY 45 WEST 36TH STREET FL 6 NEW YORK NY 10018 133191113 501(C)(3) 70000 0 CIVIC ENGAGEMENT TRUSTEES OF TUFTS COLLEGE 169 HOLLAND STREET SOMERVILLE MA 02144 042103634 501(C)(3) 70000 0 CIVIC ENGAGEMENT NEW HAMPSHIRE YOUTH MOVEMENT PROJECT 1 WASHINGTON STREET SUITE 3123 DOVER NH 03820 841846306 501(C)(4) 66830 0 CIVIC ENGAGEMENT & CAPACITY BUILDING ASIAN COMMUNITY DEVELOPMENT COUNCIL 1027 SOUTH RAINBOW BOULEVARD 253 LAS VEGAS NV 89145 472438087 501(C)(3) 61250 0 CIVIC ENGAGEMENT & CAPACITY BUILDING ALLIANCE FOR A JUST SOCIETY 3518 SOUTH EDMUNDS STREET SEATTLE WA 98118 911635554 501(C)(3) 50000 0 CIVIC ENGAGEMENT BVM CAPACITY BUILDING INSTITUTE 3645 MARKETPLACE BOULEVARD SUITE 130-236 ATLANTA GA 30344 823835203 501(C)(3) 50000 0 CIVIC ENGAGEMENT COLLECTIVE RENAISSANCE GUILD 245 N HIGHLAND AVENUE ATLANTA GA 30307 800318694 501(C)(3) 50000 0 CIVIC ENGAGEMENT WASHINGTON BUS EDUCATION FUND 1801 12TH AVENUE SUITE A SEATTLE WA 98122 261453582 501(C)(3) 41250 0 CIVIC ENGAGEMENT & CAPACITY BUILDING PODER IN ACTION PO BOX 23406 PHOENIX AZ 85063 462284158 501(C)(3) 35000 0 CAPACITY BUILDING MICHIGAN STUDENT POWER ALLIANCE 728 TAYLOR STREET DETROIT MI 48202 813300272 501(C)(3) 25000 0 CIVIC ENGAGEMENT & CAPACITY BUILDING NEW VIRGINIA MAJORITY EDUCATION FUND 3801 MT VERNON AVENUE ALEXANDRIA VA 22305 271705920 501(C)(3) 23000 0 CAPACITY BUILDING ACCELERATE CHANGE INC 294 WASHINGTON STREET SUITE 500 BOSTON MA 02108 823400062 501(C)(3) 20000 0 CIVIC ENGAGEMENT ACRONYM PLUS 25550 SW 152ND AVENUE HOMESTEAD FL 33032 871323260 501(C)(3) 20000 0 CAPACITY BUILDING JEWS UNITED FOR JUSTICE INC PO BOX 41485 WASHINGTON DC 20018 522346578 501(C)(3) 20000 0 CIVIC ENGAGEMENT NEW VOTERS ORG 2060 ST ANDREWS DRIVE BERWYN PA 19312 825164657 501(C)(3) 20000 0 CIVIC ENGAGEMENT WESTERN ORGANIZATION OF RESOURCE COUNCILS EDUCATION PROJECT 220 SOUTH 27TH STREET SUITE B BILLINGS MT 59101 841123481 501(C)(3) 20000 0 CIVIC ENGAGEMENT 31 2 PART I, LINE 2: THE ALLIANCE FOR YOUTH ORGANIZING ENSURES GRANTEE ELIGIBILITY FOR GRANTS BY VERIFYING TAX EXEMPT STATUS OF THE RECEIVING ORGANIZATION. GRANT TERMS ARE DEFINED AND AGREED UPON IN A GRANT AGREEMENT SIGNED BY BOTH PARTIES, AND RECORDS OF ALL DISBURSEMENTS ARE STORED IN THE OFFICIAL ACCOUNTING SYSTEM. AYO MONITORS THE USE OF GRANT FUNDS THROUGH A VARIETY OF REPORTING REQUIREMENTS, INCLUDING FINANCIAL REPORTS, NARRATIVE REPORTS, AND QUANTITATIVE METRIC REPORTING. ADDITIONALLY, AYO ALSO CONDUCTS SITE VISITS OF GRANTEES IN ORDER TO MONITOR THE USE OF GRANT FUNDS. X 1 1 X X 1 0 0 0 0 0 0 0 0 DAKOTA HALL PRESIDENT/EXECUTIVE DIRECTOR 192717 0 0 0 0 0 8345 0 7045 0 208107 0 0 0 PART I, LINE 1A AYO PROVIDES FIRST-CLASS TRAVEL TO DAKOTA HALL, THE EXECUTIVE DIRECTOR. AYO HAS A TRAVEL INCLUSIVITY POLICY THAT OUTLINES ELIGIBILITY FOR ADDITIONAL LEGROOM OR A PREMIUM SEAT DURING AIRLINE TRAVEL. PART I, LINE 4A CARMEL PRYOR, VP OF COMMUNICATIONS & ENGAGEMENT, RECEIVED A SEVERANCE PAYMENT OF $37,300 FROM THE ORGANIZATION IN OCTOBER 2023. FORM 990, PART VI, SECTION A, LINE 4 IN 2023, THE FOLLOWING AMENDMENTS WERE MADE TO THE BYLAWS: (1)THE POSITION OF VICE CHAIR WAS ADDED AS AN OFFICER OF THE ORGANIZATION. (2)THE INCUBATION AND CAPACITY BUILDING COMMITTEE WAS ESTABLISHED AS ONE OF THE ORGANIZATION'S STANDING COMMITTEES. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE PRESIDENT AND VICE PRESIDENT AND THEN SHARED WITH THE BOARD OF DIRECTORS PRIOR TO BEING FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS AND KEY EMPLOYEES RECEIVE A COPY OF THE CONFLICT OF INTEREST POLICY AND COMPLETED CONFLICT OF INTEREST DISCLOSURE FORMS. IF THE BOARD OF DIRECTORS HAS REASONABLE CAUSE TO BELIEVE A DIRECTOR OR OFFICER HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT SHALL INFORM THE PERSON OF THE BASIS FOR SUCH BELIEF AND AFFORD THAT PERSON AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF, AFTER HEARING THE MEMBER'S RESPONSE AND AFTER MAKING FURTHER INVESTIGATION AS WARRANTED BY THE CIRCUMSTANCES, THE BOARD OF DIRECTORS DETERMINES THAT THE DIRECTOR OR OFFICER HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY CORRECTIVE ACTION. FORM 990, PART VI, SECTION B, LINE 15 FOR THE EXECUTIVE DIRECTOR, THE ORGANIZATION PRESENTS MARKET DATA TO THE PERSONNEL COMMITTEE, AND THE BOARD OF DIRECTORS MAKES THE DETERMINATION ON THE FINAL SALARY NUMBER THROUGH INTERNAL DELIBERATIONS. THE PROCESS WAS LAST CONDUCTED IN JULY 2023. COMPENSATION FOR THE HIGHEST PAID EMPLOYEES OTHER THAN THE EXECUTIVE DIRECTOR, WHICH INCLUDE THE CFO, IS DETERMINED AT THE SAME TIME AND THROUGH THE SAME PROCESS AS DETERMINING COMPENSATION FOR ALL OTHER EMPLOYEES. THE ALLIANCE UNDERTOOK A COMPENSATION ANALYSIS IN Q1 2023 WHICH ENTAILED UPDATING EXISTING SALARY BANDS WITH UPDATED MARKET DATA AND COMPARED AGAINST ORGANIZATIONS WITH SIMILAR BUDGETS. DATA WAS PRESENTED TO THE BOARD PERSONNEL COMMITTEE AND THEN TO THE FULL BOARD OF DIRECTORS IN APRIL 2023 FOR ADVISORY INPUT, AND BASED ON THOSE DISCUSSIONS SALARY BANDS WERE ULTIMATELY BENCHMARKED TO 62.5% OF MARKET DATA (ADJUSTED FROM THE ORIGINAL RECOMMENDATION OF 75%). THE PROCESS WAS LAST CONDUCTED IN OCTOBER 2023. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC. FORM 990, PART XI, LINE 9: WRITE OFF OF PRIOR UNCOLLECTIBLE PLEDGES -500,000. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.