2024-09-04T10:50:43-05:00 2023-12-31 232896692 BBD LLP 1835 MARKET STREET 3RD FLOOR PHILADELPHIA PA 19103 990 2023-01-01 237206884 RODALE INSTITUTE RODA 6106831400 611 SIEGFRIEDALE ROAD KUTZTOWN PA 19530 JEFF TKACH CHIEF EXECUTIVE OFFICER 6106831400 2024-09-04 1 0 ADAM WATSON P01367206 2155677770 2024-09-04 2023 2024-08-08 14:25:15Z JEFF TKACH 611 SIEGFRIEDALE ROAD KUTZTOWN PA 19530 33570697 0 X WWW.RODALEINSTITUTE.ORG X 1947 PA TO IMPROVE THE HEALTH AND WELL-BEING OF PEOPLE AND THE PLANET THROUGH ORGANIC LEADERSHIP. 15 14 134 50 0 0 14228484 16800371 0 0 733066 1236207 530246 558512 15491796 18595090 0 1493603 0 0 6587997 7736179 130000 162000 1361771 4506116 5316681 11224113 14708463 4267683 3886627 45426077 54361063 1348253 3536649 44077824 50824414 X RODALE INSTITUTE IS A 501(C)(3) NONPROFIT DEDICATED TO ADVANCING REGENERATIVE ORGANIC AGRICULTURE THROUGH RESEARCH, EDUCATION AND OUTREACH. FOR OVER SEVENTY YEARS, RODALE INSTITUTE HAS BEEN RESEARCHING BEST PRACTICES [CONT. ON SCHED. O.]FOR MANAGING PESTS AND DISEASES IN ORGANIC AGRICULTURE WHILE PROVIDING NUTRITIOUS FOOD AND ADAPTING TO AND MITIGATING CLIMATE CHANGE. OUR FINDINGS, SHARED WITH FARMERS AND SCIENTISTS THROUGHOUT THE WORLD, ADVOCATE FOR POLICIES THAT SUPPORT FARMERS AND EDUCATE CONSUMERS ABOUT HOW ORGANIC IS THE HEALTHIEST OPTION. THROUGH ORGANIC LEADERSHIP, WE IMPROVE THE HEALTH AND WELLBEING OF PEOPLE AND THE PLANET. 0 0 11638396 1493603 302934 RODALE INSTITUTE (THE "INSTITUTE"), LOCATED IN KUTZTOWN, PENNSYLVANIA, IS AN INNOVATIVE 501(C)(3) NONPROFIT, LOCATED IN KUTZTOWN, PA, DEDICATED TO ADVANCING REGENERATIVE AGRICULTURE THROUGH RIGOROUS INDEPENDENT RESEARCH, DIRECT FARMER SUPPORT INITIATIVES, CONSUMER EDUCATION, AND WORKFORCE TRAINING PROGRAMS. WIDELY RECOGNIZED AS THE BIRTHPLACE OF THE ORGANIC MOVEMENT IN THE US, TODAY RODALE INSTITUTE IS RECOGNIZED AS A PRESTIGIOUS AGRICULTURAL RESEARCH AND EDUCATION NONPROFIT, AND A TRUSTED PARTNER OF FARMERS, CORPORATIONS, AND STATE AND FEDERAL GOVERNMENTS AND AGENCIES, PROMOTING AND ADVANCING REGENERATIVE ORGANIC AGRICULTURE FOR OVER 70 YEARS. [CONT. ON SCH O.] THE WORK OF THE RODALE INSTITUTE, SINCE ITS START IN 1947, IS GROUNDED IN THE PRINCIPLE THAT HEALING PEOPLE AND THE PLANET BEGINS WITH HEALTHY SOIL. AS THE GLOBAL LEADER IN REGENERATIVE ORGANIC AGRICULTURE, OUR MISSION IS TO ADVANCE GROUNDBREAKING RESEARCH AND BEST-IN-CLASS EDUCATION THAT ENABLES FARMS AND FARMERS TO TRANSITION TO REGENERATIVE ORGANIC AGRICULTURAL PRACTICES, THEREBY IMPROVING THE HEALTH OF THE WORLD'S SOIL AND SECURING THE GLOBAL FOOD SUPPLY. RODALE INSTITUTE IS WHERE OPTIMISM MEETS SCIENCE. THE SCIENCE IS CLEAR: HEALTHY SOIL MEANS HEALTHY FOOD AND HEALTHY PEOPLE. IN ADDITION, HEALTHY SOIL IS THE SINGLE LARGEST CATALYST TO HELP HEAL THE PLANET.THE WORLD IS AT A CRITICAL INFLECTION POINT. THE RISE IN ENVIRONMENTAL POLLUTION AND CHRONIC DISEASES, INCREASED FREQUENCY OF EXTREME WEATHER EVENTS, AND A CHANGING CLIMATE REQUIRE US TO RECKON WITH HOW WE FEED THE WORLD. AS WE ENTER OUR 75TH YEAR, WE ARE COMMITTED TO PROVIDING THE RESEARCH, CONSULTING, AND EDUCATION NECESSARY TO CATALYZE CHANGE IN OUR FOOD, AGRICULTURE, AND HEALTHCARE SYSTEMS. GUIDED BY OUR FIVE-YEAR STRATEGY, ROOTED IN FOUR KEY AREAS: GROWTH, INFRASTRUCTURE, PEOPLE (INTERNAL), AND PEOPLE (EXTERNAL); RODALE INSTITUTE INFLUENCES A BROAD SWATH OF THE AGRICULTURAL INDUSTRY AND IS DEDICATED TO HELPING FARMERS THRIVE! THE RESEARCH, EDUCATION, AND CONSULTING CONDUCTED AT THE RODALE INSTITUTE IS THE CATALYST FOR CHANGE IN ALL AREAS OF FOOD AND FIBER PRODUCTION ACROSS THE COUNTRY AND AROUND THE WORLD.RODALE INSTITUTE IS COMMITTED TO CONDUCTING RIGOROUS RESEARCH DESIGNED TO UNCOVER THE MOST EFFECTIVE, EFFICIENT APPROACHES THAT WILL ENHANCE THE MANAGEMENT OF REGENERATIVE ORGANIC AGROECOSYSTEMS. SHARED WITH FARMERS AND CONSUMERS WORLDWIDE, OUR RESEARCH ACTS AS A CATALYST FOR CHANGE IN FOOD SYSTEMS AROUND THE GLOBE. THROUGH LONG-TERM COMPARISON TRIALS BETWEEN ORGANIC AND CONVENTIONAL SYSTEMS CONDUCTED SIDE BY SIDE, ALONG WITH VARIOUS SHORT-TERM PROJECTS ACROSS DIFFERENT CLIMATE ZONES IN PENNSYLVANIA, WE SUPPORT A WIDE RANGE OF GROWERS IN OVERCOMING FIELD CHALLENGES WHILE ADDRESSING ECOSYSTEM HEALTH AND HUMAN CONCERNS. RODALE INSTITUTE HAS THREE MAIN AREAS OF FOCUS THAT GUIDE THE RESEARCH THAT WE DO:-BOLSTER ORGANIC AGRICULTURE BY DEVELOPING INTEGRATED PESTS, DISEASES AND WEED MANAGEMENT TECHNIQUES AS ALTERNATIVES FOR CHEMICAL APPLICATIONS AND FACILITATE THE TRANSITION TO ORGANIC.-ASSIST GROWERS IN ENHANCING THE RESILIENCY OF AGRICULTURAL ECOSYSTEMS TO WITHSTAND EXTREME WEATHER EVENTS EXACERBATED BY CLIMATE CHANGE.-HELP SOLVE FOOD INSECURITY BY PROVIDING RESEARCH AROUND GROWING NUTRIENT-DENSE FOODS.THE INSTITUTE'S 350+-ACRE ORGANIC FARM AND RESEARCH FACILITY SERVES AS A LIVING LABORATORY, AN EDUCATIONAL CAMPUS AND A GATHERING PLACE FOR THE COMMUNITY. THE FARM IS THE SITE OF MANY OF THE INSTITUTE'S RESEARCH PROJECTS; FARMING SYSTEMS TRIAL ("FST"), THE LONGEST-RUNNING, SIDE-BY-SIDE COMPARISON OF CONVENTIONAL AND ORGANIC GRAIN SYSTEMS, VEGETABLE SYSTEMS TRIAL ("VST") A LONG-TERM FOOD NUTRITION EXPERIMENT, SOIL HEALTH AND HEMP PROJECT AND MANY MORE. AS AN EXAMPLE OF RODALE INSTITUTE'S RESEARCH INFLUENCE, DATA FROM FST HAS SHOWN THAT ORGANIC SYSTEMS CAN OUTPERFORM CONVENTIONAL PRODUCTION IN TIMES OF DROUGHT AND HAS COMPARABLE YIELDS WITH CONVENTIONAL UNDER GOOD CONDITIONS.EDUCATION IS CRITICAL TO THE MISSION OF RODALE INSTITUTE. THE WORLD NEEDS MORE REGENERATIVE ORGANIC FARMERS. 95 MILLION ACRES OF FARMLAND ARE POISED TO CHANGE HANDS IN THE NEXT DECADE. IN THE UNITED STATES, ORGANIC SALES HAVE TOPPED $62 BILLION ANNUALLY, AND CONTINUE TO GROW. YET ONLY APPROXIMATELY 1% OF U.S. CROPLAND IS CERTIFIED ORGANIC. WE HAVE A NEED FOR MORE ORGANIC FARMERS, AS WELL AS BEGINNING FARMERS. TODAY, THERE ARE 6X AS MANY FARMERS OVER 65 AS UNDER 35. THAT IS WHY RODALE INSTITUTE IS HELPING FARMERS TRANSITION TO ORGANIC, WHILE TRAINING THE NEXT GENERATION OF ORGANIC LEADERS. AT RODALE INSTITUTE, WE'RE INVESTED IN GIVING NEW FARMER TRAINEES AND ADVOCATES THE TOOLS THEY NEED TO SUCCEED. WE OFFER HANDS-ON, VIRTUAL, AND CLASSROOM-BASED EDUCATIONAL OPPORTUNITIES TO NEW FARMERS THROUGH SEVERAL FARMER EDUCATION AND FELLOWSHIP PATHWAYS. OUR EDUCATION PHILOSOPHY IS BUILT ON THE CONCEPT THAT OUR WORK BECOMES A "DESTINATION FOR INSPIRATION" TRAINING BOTH EXISTING FARMERS AND NEW FARMERS TO BECOME EDUCATED REGENERATIVE ORGANIC FARMERS AS WELL AS REACHING OUT TO EDUCATE CONSUMERS THAT DRIVE THE MARKET AND POLICY MAKERS THAT INCENTIVIZE FARMER BEHAVIOR. RODALE INSTITUTE IS INVESTED IN HELPING NEW FARMERS GET ESTABLISHED IN ORGANIC AGRICULTURE, WORKING WITH CONVENTIONAL FARMERS TO TRANSITION TO ORGANIC, AND TEACHING EXISTING ORGANIC FARMERS THE MOST EFFECTIVE ORGANIC GROWING PRACTICES. AN ESTABLISHED AUTHORITY ON ORGANIC PRODUCTION METHODS, RODALE INSTITUTE OFFERS INTERNSHIPS TO BEGINNING FARMERS, INCLUDING SPECIAL PROGRAMS FOR MILITARY VETERANS, AS WELL AS WORKSHOPS AND ONLINE COURSES TO THE PUBLIC TO MAKE REGENERATIVE ORGANIC GROWING METHODS MORE ACCESSIBLE AND MORE WIDESPREAD.RODALE INSTITUTE CONSULTING SIMPLIFIES THE PROCESS OF TRANSITIONING TO REGENERATIVE ORGANIC FARMING SYSTEMS. BACKED BY 75+ YEARS OF SCIENCE, OUR REGENERATIVE ORGANIC CONSULTING SERVICE LAUNCHED IN 2019 TO ACCELERATE THE SHIFT FROM CONVENTIONAL TO ORGANIC AGRICULTURE PRACTICES AND PRODUCTION. WE PUT TRAINED AGRONOMISTS AND CERTIFICATION EXPERTS ON FARMS IN A ONE-ON-ONE MENTORSHIP AND PERSONALIZED COACHING MODEL TO ADVISE TRANSITIONING FARMERS. OUR CONSULTANCY FOCUSES ON 4 CORE AREAS:-TECHNICAL ASSISTANCE FOR FARMERS-MARKET/BUYER DISCOVERY AND CONNECTION-TRANSLATING RESEARCH INTO PRACTICAL ADVICE-CONNECTING AGRICULTURAL COMMUNITIESRODALE INSTITUTE'S CONSULTANCY HAS TWO DISTINCT ADVANTAGES IN ITS SERVICE TO FARMERS: 1) WE HAVE A NATIONAL PRESENCE THAT CAN HELD A BROAD GEOGRAPHIC CONSTITUENCY; AND 2) OUR CONSULTANTS HAVE DIVERSE EXPERTISE WHICH CAN HELP SOLVE FARMER'S MOST PRESSING NEEDS. OUR RESULTS HAVE BEEN TREMENDOUS, WITH OVER 33,000 ACRES IN TRANSITION SINCE 2019 AND 4000 ACRES HAVING COMPLETED TRANSITION.IN ADDITION TO THE HEADQUARTERS IN KUTZTOWN, PA, RODALE INSTITUTE ALSO OPERATES NINE SATELLITE LOCATIONS. SIX REGIONAL RESOURCE CENTERS SERVE AS HUBS FOR ORGANIC RESEARCH AND EDUCATION THROUGHOUT THE U.S. AND THE WORLD. THESE HUBS MEET THE NEEDS OF FARMERS IN THEIR OWN COMMUNITIES, INCLUDING REGIONALIZED RESEARCH ON PESTS, DISEASES, WEEDS OR FERTILITY, AS WELL AS FIELD DAYS AND EXTENSION. HUBS ARE LOCATED IN CALIFORNIA, MIDWEST (IOWA), SOUTHEAST (GEORGIA), PACIFIC NORTHWEST (WASHINGTON), PENNSYLVANIA (POCONO), AND EUROPE (PARMA, ITALY). ADDITIONAL CAMPUSES INCLUDE AN ORGANIC FARM AT A ST. LUKE'S UNIVERSITY HOSPITAL NETWORK LOCATION, THE HISTORIC RODALE INSTITUTE FOUNDERS FARM IN EMMAUS, PA, AND A CERTIFIED ORGANIC VEGETABLE FARM ON CORNWALL MANOR'S SENIOR LIVING FACILITY CAMPUS. 11638396 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 45 0 1 134 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 AL AK AZ AR CA CO CT FL GA HI IL KS KY LA MD MA ME MI MN MS NC NE ND NH NJ NM NY OH OK OR PA RI SC TN UT VA WA WV WI X THE ORGANIZATION 6106831400 611 SIEGFRIEDALE ROAD KUTZTOWN PA 19530 MARIA RODALE CO-CHAIR 1.00 X X 0 0 0 ROBERTA LANG CO-CHAIR 1.00 X X 0 0 0 NICOLE E TAYLOR RECORDING SECRETARY 1.00 X X 0 0 0 CHRIS ELY DIRECTOR 1.00 X 0 0 0 PEDRO LANDA DIRECTOR 1.00 X 0 0 0 ERIK OBERHOLTZER DIRECTOR 1.00 X 0 0 0 ESTHER PARK HALLAM DIRECTOR 1.00 X 0 0 0 PETER SHERMAN DIRECTOR 1.00 X 0 0 0 LOREN SPEZIALE DIRECTOR 1.00 X 0 0 0 JENNIFER TAYLOR PHD DIRECTOR 1.00 X 0 0 0 SAM TAYLOR DIRECTOR 1.00 X 0 0 0 JEFF MOYER CEO (TIL MARCH 2023) 40.00 X X 184738 0 5262 JEFF TKACH CEO (EFF APRIL 2023) 40.00 X X 196976 0 27359 MARK KOIDE DIRECTOR 1.00 X 0 0 0 ALISON GRANTHAM DIRECTOR 1.00 X 0 0 0 MATTHEW GRAND DIRECTOR 1.00 X 0 0 0 ELAINE MACBETH CHIEF FINANCIAL OFFICER 40.00 X 156496 0 30832 ANNIE BROWN VP OF DEVELOPMENT 40.00 X 115732 0 28458 ANDREW SMITH CHIEF OPERATING OFFICER 40.00 X 148188 0 30231 802130 0 122142 5 0 1 0 BOHLIN CYWINSKI JACKSON 8 WEST MARKET ST SUITE 1200 WILKESBARRE PA 18701 CONSTRUCTION 602071 POKE APPLICATION (CO APPLE) ONE APPLE PARK WAY CUPERTINO CA 95014 DATA COLLECTION 130000 ALVIN BUTZ INC 850 HAMILTON ST SUITE 600 ALLENTOWN PA 18101 PRE-CONSTRUCTION 116352 NORTHSTAR CONSULTING 2407 NAUDAIN ST PHILADELPHIA PA 19146 PROF FUNDRAISING 102000 4 4522486 12277885 323424 16800371 793142 793142 63233 0 63233 63233 63233 15393110 14950045 443065 443065 443065 328496 25562 302934 302934 OTHER INCOME 900099 192345 192345 192345 18595090 302934 0 1491785 1493603 1493603 601662 462450 88376 50836 5460408 4197811 802058 460539 145302 111600 21344 12358 1091380 838318 160314 92748 437427 336007 64254 37166 162000 162000 164023 130165 18840 15018 1124534 763906 309220 51408 882408 506365 57858 318185 323808 304220 15075 4513 418077 357089 15668 45320 94700 90769 3931 CONTRACTORS 745110 745110 TESTING AND MEASUREMENT 481441 472630 8811 EQUIP RENTAL/MAINT 478133 369954 63449 44730 OTHER 453161 335758 71344 46059 151286 122641 11685 16960 14708463 11638396 1708296 1361771 5955916 3363751 2596899 4991329 5409324 10103910 350519 239277 13424 17612 324715 232786 10446800 2001520 7083535 8445280 23169109 26405568 522636 561550 45426077 54361063 1348253 3536649 1348253 3536649 X 22307743 26499622 21770081 24324792 44077824 50824414 45426077 54361063 X 3886627 2821050 38913 X 0 1 X 1 1 1 X 6621554 8902303 10694556 12679484 16800371 55698268 6621554 8902303 10694556 12679484 16800371 55698268 14367211 41331057 534138 573568 603785 641231 856375 3209097 113509 78197 19338 91534 192345 494923 59402288 1665723 0.69580 0.69580 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: INT INC - DISQ PERSON - OTHER REVENUES - 2019 AMOUNT: $ 113,509. 2020 AMOUNT: $ 78,197. 2021 AMOUNT: $ 19,338. 2022 AMOUNT: $ 91,534. 2023 AMOUNT: $ 192,345. 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PART X, LINE 2: UNCERTAIN TAX POSITIONS UNDER ASC 740 GAAP REQUIRES ENTITIES TO EVALUATE, MEASURE, RECOGNIZE AND DISCLOSE ANY UNCERTAIN INCOME TAX POSITIONS TAKEN ON THEIR TAX RETURNS. GAAP PRESCRIBES A MINIMUM THRESHOLD THAT A TAX POSITION IS REQUIRED TO MEET IN ORDER TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS. THE INSTITUTE BELIEVES IT HAD NO UNCERTAIN TAX POSITIONS AS DEFINED IN GAAP. PART XI, LINE 2D - OTHER ADJUSTMENTS: COGS - STORE, ORGANIC GRAIN AND ORGANIC VEGETABLES 25,562. INVESTMENT EXPENSES -164,023. CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUST 38,914. PART XII, LINE 2D - OTHER ADJUSTMENTS: COGS - STORE, ORGANIC GRAIN AND ORGANIC VEGETABLES 25,562. X X X X X X X 1 GSL PUBLIC AFFAIRS & COMMUNICATIONS 17 NORTH SECOND ST 16TH FL HARRISBURG PA 17101 FUNDRAISING COUNSEL 0 1000000 60000 940000 NORTHSTAR CONSULTING GROUP LLC 2407 NAUDAIN ST PHILADELPHIA PA 19146 FUNDRAISING COUNSEL 0 0 102000 -102000 1000000 162000 838000 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY 1 EMORY UNIVERSITY 201 DOWMAN DRIVE ATLANTA GA 30322 580566256 501C3 1177793 0 RESEARCH UNIVERSITY OF WISCONSIN 3203 N DOWNER AVE MILWAUKEE WI 53211 390743975 501C3 213243 0 RESEARCH UGA RESEARCH FOUNDATION TERRELL HALL 110 210 S JACKSON ST ATHENS GA 30602 581353149 501C3 35241 0 RESEARCH GEORGIA ORGANICS INC 352 UNIVERSITY AVE SW SUITE W102 ATLANTA GA 30310 582345310 501C3 21769 0 RESEARCH THE CONNECT GROUP INC 251 EVERGREEN DRIVE BOZEMAN MT 59715 452388845 501C3 17924 0 RESEARCH CLEMSON UNIVERSITY 105 SIKES HALL CLEMSON SC 29634 570426335 501C3 13571 0 RESEARCH VIRGINIA ASSOCIATION OF BIOLOGY PO BOX 4 WOOLWINE VA 24185 541802019 501C3 9687 0 RESEARCH 7 PART I, LINE 2: THE GRANT FUNDS THAT WERE GIVEN OUT IN 2023 FOR THE BIPOC PROGRAM WERE REVIEWED BY A COMMITTEE WHICH INCLUDED A RODALE INSTITUTE BOARD MEMBER, THE CFO, A BIPOC FARMER ON THE RODALE TEAM, AND THE DIRECTOR OF ORGANIC FARMERS ASSOCIATION (OFA). ONCE THE COMMITTEE SELECTS THE AWARDEES, THE CFO WILL RECEIVE A FOLLOW UP FROM THE AWARDEES TO LET RODALE KNOW HOW THE MONEY WAS USED. X X X X 0 0 0 0 0 0 0 0 0 JEFF TKACH CEO (EFF APRIL 2023) 196976 0 0 0 0 0 11085 0 16274 0 224335 0 0 0 JEFF MOYER CEO (TIL MARCH 2023) 184738 0 0 0 0 0 5262 0 0 0 190000 0 0 0 ELAINE MACBETH CHIEF FINANCIAL OFFICER 156496 0 0 0 0 0 9559 0 21273 0 187328 0 0 0 ANDREW SMITH CHIEF OPERATING OFFICER 148188 0 0 0 0 0 8958 0 21273 0 178419 0 0 0 PART I, LINE 3 THE PROCESS FOR DETERMINING OFFICER COMPENSATION IS HANDLED BY THE ORGANIZATION'S CO-CHAIRS AND INCLUDES COMPARISONS WITH PEER ORGANIZATIONS' COMPENSATION PROGRAMS, REVIEW OF SALARY SURVEYS, ESTABLISHMENT AND EVALUATION OF PERFORMANCE GOALS, AND BOARD OF DIRECTORS' APPROVAL. X 1 9878 FMV ON DATE OF DONATION X SUPPLIES 6 204500 FMV ON DATE OF DONAT X TRAVEL 85 94655 FMV ON DATE OF DONAT 0 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B GOVERNING BODY REVIEW OF FORM 990 PRIOR TO FILING WITH THE IRS, AN ELECTRONIC VERSION OF THE FORM 990 IS DISTRIBUTED TO EACH VOTING MEMBER OF THE GOVERNING BOARD. FORM 990, PART VI, SECTION B, LINE 12C MONITORING AND ENFORCEMENT OF CONFLICT OF INTEREST POLICY EACH VOTING MEMBER OF THE GOVERNING BOARD IS REQUIRED TO COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE WHICH DEFINES ANY POTENTIAL CONFLICTS ON AN ANNUAL BASIS. THE CO-CHAIRS OF THE BOARD MONITOR THE POTENTIAL OF A CONFLICT OF INTEREST ON AN ANNUAL BASIS AND AT ANY TIME A VOTING MEMBER CAN DISCLOSE A SUSPECTED CONFLICT OF INTEREST TO ANY OF THE OTHER VOTING MEMBERS OR CO-CHAIRS. IF A CONFLICT EXISTS, THE BOARD SHALL ASCERTAIN ALL MATERIAL FACTS AND DETERMINE WHETHER THE TRANSACTION IS IN THE ORGANIZATION'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE TO THE ORGANIZATION; THE MAJORITY OF DISINTERESTED MEMBERS OF THE BOARD THEN IN OFFICE MAY APPROVE THE TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15A PROCESS FOR DETERMINING COMPENSATION THE PROCESS FOR DETERMINING OFFICER COMPENSATION IS HANDLED BY THE ORGANIZATION'S CO-CHAIRS AND INCLUDES COMPARISON WITH PEER ORGANIZATIONS' COMPENSATION PROGRAMS, REVIEW OF SALARY SURVEYS, ESTABLISHMENT AND EVALUATION OF PERFORMANCE GOALS, AND BOARD OF DIRECTORS APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 PUBLIC AVAILABILITY OF OTHER DOCUMENTS COPIES OF THE ORGANIZATION'S GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUST 38,913. 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