2023-08-15T08:33:02-05:00 2022-09-30 750786316 WEAVER AND TIDWELL LLP 2300 N FIELD ST STE 1000 DALLAS TX 75201 990 2021-10-01 756067569 PEROT MUSEUM OF NATURE & SCIENCE PERO 2144285555 2201 N FIELD ST DALLAS TX 75201 ANNE WOODS CFO 2144285555 2023-08-14 1 ANNE WOODS 999009999 KIRBY ROSS P00298143 9724901970 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z LINDA ABRAHAM SILVER 2201 N FIELD ST DALLAS TX 75201 33021951 0 X WWW.PEROTMUSEUM.ORG X 1968 TX TO INSPIRE MINDS THROUGH NATURE AND SCIENCE. 33 33 179 738 0 14852 14295612 17451289 7528920 11914532 124459 226494 159486 92987 22108477 29685302 0 0 0 0 6745317 8845318 0 0 1945369 15517320 18554465 22262637 27399783 -154160 2285519 180567137 176443985 5721473 3368980 174845664 173075005 X TO INSPIRE MINDS THROUGH NATURE AND SCIENCE. 0 0 15077972 9856145 OPENING DECEMBER 1, 2012, THE PEROT MUSEUM IS A RESULT OF A SUCCESSFUL $185 MILLION CAPITAL CAMPAIGN TO UNITE THREE INSTITUTIONS (THE DALLAS MUSEUM OF NATURAL HISTORY, THE SCIENCE PLACE AND THE DALLAS CHILDREN'S MUSEUM) INTO ONE INTERACTIVE BUILDING. WITH THE MISSION TO "INSPIRE MINDS THROUGH NATURE AND SCIENCE," THE MUSEUM PROVIDES A WIDE VARIETY OF ACTIVITIES INCLUDING IN-DEPTH PERMANENT EXHIBITS, TRAVELING EXHIBITS, INTERACTIVE DISCOVERY STATIONS, ONSITE SCHOOL PROGRAMS, SCHOOL OUTREACH PROGRAMS, DISCOVERY CAMPS, FILMS AND WEEKEND ACTIVITIES FOR ADULTS, CHILDREN, AND FAMILIES. DURING FISCAL YEAR 2022, THE MUSEUM SERVED OVER 670,000 VISITORS THROUGH ON-SITE VISITS, INCLUDING 1,187 FIELD TRIPS. 2960762 863084 THE MUSEUM IS DEDICATED TO INSPIRING CHILDREN TO PURSUE STEM CAREERS BY PROVIDING ENGAGING EDUCATIONAL TOOLS. THE MUSEUM PROVIDES HANDS-ON, LEARNING PROGRAMS FOR SCHOOL CHILDREN THAT SUPPORT THE TEXAS ESSENTIAL KNOWLEDGE AND SKILLS (TEKS) STANDARDS. TO ENSURE ACCESSIBILITY TO PEROT MUSEUM PROGRAMS, PARTICULARLY SCHOOLS SERVING STUDENTS ON FREE OR REDUCED LUNCH, THE MUSEUM PROVIDES FINANCIAL AID WITH FUNDS CONTRIBUTED BY INDIVIDUALS, CORPORATIONS AND FOUNDATIONS FOR THIS PURPOSE. THE MUSEUM'S IN-PERSON EDUCATIONAL PROGRAMS SERVED OVER 80,000 PARTICPANTS IN FISCAL YEAR 2022 THROUGH ONSITE AND OFFSITE ACITIVIES. 1307094 331323 THE PEROT MUSEUM OPENED A NEW COLLECTIONS FACILITY IN MARCH 2020, ALLOWING THE MUSEUM'S COLLECTIONS TO BE CONSOLIDATED INTO ONE, STATE-OF-THE-ART FACILITY. THIS FACILITY PROVIDES AMPLE LAB AND WORKSPACES TO SUPPORT CONTINUED RESEARCH OF THE COLLECTIONS. IN ADDITION, PEROT MUSEUM PARTNERED WITH LOCAL AND REGIONAL ORGANIZATIONS SUCH AS THE UPPER TRINITY REGIONAL WATER DISTRICT TO PROVIDE TRAINING AND CONSULTING FOR FOSSIL PRESERVATION. 298186 863980 THE HOGLUND FOUNDATION THEATER, A NATIONAL GEOGRAPHIC EXPERIENCE, IS A 3D THEATER WHICH PROVIDES VISITORS WITH AN ENGAGING EDUCATIONAL EXPERIENCE. THE MUSEUM FEATURED 8 FILMS IN FISCAL YEAR 2022 WITH ATTENDANCE TOTALING OVER 121,000. 298186 863980 19644014 1 1 0 0 0 0 0 1 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 63 0 1 179 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 33 33 1 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X ANNE WOODS 2147565837 2201 N FIELD STREET DALLAS TX 75201 NANCY BEST DIRECTOR 1.00 X 0 0 0 YASMIN BHATIA DIRECTOR 1.00 X 0 0 0 GARRETT BOONE DIRECTOR 1.00 X 0 0 0 NANCY CARLSON DIRECTOR 1.00 X 0 0 0 MARC CHRISTENSEN DIRECTOR 1.00 X 0 0 0 KELLY COMPTON DIRECTOR 1.00 X 0 0 0 ANDREW GOULD DIRECTOR 1.00 X 0 0 0 SCOTT GREENE DIRECTOR 1.00 X 0 0 0 JOAN BUCHANAN HILL DIRECTOR 1.00 X 0 0 0 WALT HUMANN DIRECTOR 1.00 X 0 0 0 JOHN JAGGERS DIRECTOR 1.00 X 0 0 0 MARIA-CRISTINA JARAMILLO DIRECTOR 1.00 X 0 0 0 HAGOP KOZANIAN DIRECTOR 1.00 X 0 0 0 MAC MCFARLAND DIRECTOR 1.00 X 0 0 0 PAMELA OKADA DIRECTOR 1.00 X 0 0 0 NANCY PEROT DIRECTOR 1.00 X 0 0 0 ROYCE RAMEY DIRECTOR 1.00 X 0 0 0 ERIC REEVES DIRECTOR 1.00 X 0 0 0 MEGHNA SHARMA DIRECTOR 1.00 X 0 0 0 SACHIN SCHROFF DIRECTOR 1.00 X 0 0 0 EARL SIMPKINS DIRECTOR 1.00 X 0 0 0 NICOLE SMALL DIRECTOR 1.00 X 0 0 0 MARLENE SUGHRUE DIRECTOR 1.00 X 0 0 0 SHARON TINDELL DIRECTOR 1.00 X 0 0 0 ROBERT VAUGHN DIRECTOR 1.00 X 0 0 0 BILL WADE DIRECTOR 1.00 X 0 0 0 KELVIN WALKER DIRECTOR 1.00 X 0 0 0 JACOB WALTER DIRECTOR 1.00 X 0 0 0 ABIGAIL WILLIAMS DIRECTOR 1.00 X 0 0 0 KAREN KATZ CHAIR 2.00 X X 0 0 0 DAVID CORRIGAN CHAIR-ELECT 2.00 X X 0 0 0 WILLIAM LANE BRITAIN TREASURER 2.00 X X 0 0 0 DANIEL TOBEY SECRETARY 2.00 X X 0 0 0 LINDA ABRAHAM-SILVER CHIEF EXECUTIVE OFFICER 40.00 X 459796 0 34472 DAVID HUMPHRIES CHIEF OPERATING OFFICER 40.00 X 262864 0 51229 KATHERINE STENESEN CHIEF DEVELOPMENT OFFICER 40.00 X 273669 0 31795 ANNE WOODS CHIEF FINANCIAL OFFICER 40.00 X 249089 0 29930 JESSICA CHAVEZ CHIEF LEARNING OFFICER 40.00 X 176794 0 36105 LOREA SEIDEL CHIEF PEOPLE OFFICER 40.00 X 0 0 0 ARTHUR FERRELL VICE PRESIDENT OF HUMAN RESOURCES 40.00 X 161563 0 35602 MICHAEL SPIEWAK VICE PRESIDENT OF EXHIBITIONS AND OPERATIONS 40.00 X 155372 0 32807 1739147 0 251940 7 0 1 0 GROOVE JONES 3900 WILLOW STREET SUITE 200 DALLAS TX 75226 VIRTUAL FIELD TRIP VIDEO PRODUCTION 1307619 REDLEESCS INC 10425 OLYMPIC DRIVE SUITE A DALLAS TX 75220 JANITORIAL SERVICES AND SUPPLIES 554780 ALLIED UNIVERSAL EIGHT TOWER BRIDGE 161 WASHINGON S CONSHOHOCKEN PA 19428 SECURITY SERVICES 330031 GUIDEIT 101 E PARK BLVD SUITE 1001 PLANO TX 75074 IT MANAGED SERVICES 327905 SCIENCE NORTH 100 RAMSEY LAKE ROAD SUDBURY ONTARIO CA P3E 559 SCIENCE OF GUINESS WORLD RECORDS EXHIBIT 286304 19 2518878 1347407 5246509 8338495 20973 17451289 ADMISSION FEES - GENERAL 900099 8032190 8032190 PARKING REVENUE 812930 1213340 1213340 THEATER ADMISSIONS 900099 863979 863979 EDUCATION PROGRAMS 611710 862999 862999 STORE COMMISSIONS 900099 496438 496438 445586 445586 11914532 226321 226321 954930 439620 515310 515310 515310 2354045 2353872 173 173 173 120834 1347407 543157 -422323 -422323 29685302 11914532 0 319481 1809090 913953 640106 255031 5887895 3233805 1914552 739538 51132 30717 14136 6279 492496 326200 119278 47018 604705 369818 163869 71018 269563 269563 30156 17076 11842 1238 206002 206002 116203 116203 954684 133459 688197 133028 1109921 924123 16915 168883 1279679 777684 161531 340464 946138 20568 909337 16233 381676 381676 3521285 3314012 196430 10843 162490 108003 43669 10818 45158 22288 14943 7927 11271 11271 8716582 8409526 307056 181160 57704 123456 CATERING & HOSPITALITY 286646 94851 77121 114674 PROGRAM SERVICES & EQUI 260855 238492 22363 MISCELLANEOUS 74996 496 74486 14 27399783 19644014 5810400 1945369 5534477 7663966 23398227 29324713 2266141 1819521 536509 318344 1443666 1402893 186936638 76715024 116874614 110221614 30513503 25692934 180567137 176443985 2995587 2562653 766153 785120 1959733 21207 5721473 3368980 X 156048374 151100692 18797290 21974313 174845664 173075005 180567137 176443985 2285519 -4056178 0 X X 0 1 X 1 1 1 X 12682408 10472131 5183589 14295612 17451289 60085029 527175 872678 28579 1428432 13209583 11344809 5212168 14295612 17451289 61513461 9480623 52032838 1401780 1775585 1057003 366263 1181251 5781882 67295343 52434950 0.77320 0.76720 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X X EDUCATIONAL PROGRAM 0 30445801 -3274030 859717 26312054 25126770 6135127 816096 30445801 24086675 1734901 694806 25126770 24548031 202663 664019 24086675 23426880 1789481 668330 24548031 0.63500 0.36500 0 0 21142142 21142142 112484802 32106531 80378271 1581120 777253 803867 9895009 7357840 2537169 41833565 36473400 5360165 110221614 MUTUAL FUNDS - EQUITIES 8696638 F PRIVATELY MANAGED FUNDS - EQUITIES 12046648 F PRIVATELY MANAGED FUNDS - ALTERNATIVE INVESTMENTS 4676507 F PRIVATE EQUITY FUND 273141 F 25692934 X 26571425 -4056178 75727 -3980451 30551876 116203 -982777 -866574 29685302 28342084 75727 982777 1058504 27283580 116203 116203 27399783 PART III, LINE 1A: A PORTION OF THE COLLECTIONS OF THE MUSEUM ARE OWNED BY THE CITY OF DALLAS, AND A PORTION ARE OWNED BY THE MUSEUM. THE MUSEUM'S COLLECTIONS ARE COMPRISED OF OBJECTS OF HISTORICAL, CULTURAL OR SCIENTIFIC SIGNIFICANCE THAT ARE HELD FOR EDUCATIONAL, RESEARCH, SCIENTIFIC, AND CURATORIAL PURPOSES. EACH OF THE ITEMS IS CATALOGED, PRESERVED AND CARED FOR, AND MONITORED ACCORDING TO PROFESSIONAL MUSEUM STANDARDS, AND ACTIVITIES VERIFYING ITS EXISTENCE AND ASSESSING ITS CONDITION ARE PERFORMED CONTINUOUSLY. THE COLLECTIONS ARE SUBJECT TO A POLICY THAT REQUIRES PROCEEDS FROM SALES OF COLLECTION ITEMS BE USED TO ACQUIRE OTHER ITEMS FOR COLLECTIONS OR PROVIDE FOR THE DIRECT CARE OF EXISTING COLLECTIONS. PART III, LINE 4: THE MUSEUM'S COLLECTIONS INCLUDE OVER 200,000 ITEMS COMPRISED OF ARTIFACTS, ECO-FACTS, ENTOMOLOGY, VERTEBRATE AND INVERTEBRATE PALEONTOLOGY, MALACOLOGY, ICHTHYOLOGY, HERPETOLOGY, ORNITHOLOGY AND MAMMAL SPECIMENS, AND COVER APPROXIMATELY 1.7 BILLION YEARS OF THE EARTH'S HISTORY. THE PEROT MUSEUM OF NATURE AND SCIENCE IS A COLLECTIONS-BASED, RESEARCH-DRIVEN NATURE AND SCIENCE MUSEUM DEDICATED TO FURTHERING AN UNDERSTANDING AND APPRECIATION OF THE NATURAL, TECHNOLOGICAL, AND SCIENTIFIC WORLD THROUGH COLLECTIONS-BASED RESEARCH, EDUCATIONAL PROGRAMS AND EXHIBITS. THE MUSEUM USES ITS COLLECTIONS TO SUPPORT ITS MISSION TO "INSPIRE MINDS THROUGH NATURE AND SCIENCE." PART V, LINE 4: THE INTENDED USE OF THE ENDOWMENT FUNDS IS TO SUPPORT THE PEROT MUSEUM OF NATURE AND SCIENCE. PART X, LINE 2: THE ORGANIZATION HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS A NONPROFIT CORPORATION EXEMPT FROM FEDERAL INCOME TAX ON ITS INCOME, UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION FOLLOWS THE PROVISIONS OF ASC 740-10, INCOME TAXES, RELATED TO UNRECOGNIZED TAX POSITIONS. THE ORGANIZATION RECOGNIZES THE TAX BENEFITS FROM UNCERTAIN TAX POSITIONS ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITIONS WILL BE SUSTAINED ON EXAMINATION BY THE TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITIONS. THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH POSITIONS ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE ORGANIZATION DOES NOT BELIEVE THERE ARE ANY MATERIAL UNCERTAIN TAX POSITIONS AND ACCORDINGLY, IT WILL NOT RECOGNIZE ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS. FOR THE YEARS ENDED SEPTEMBER 30, 2022 AND 2021, THERE WERE NO INTEREST OR PENALTIES RECORDED OR INCLUDED IN THE FINANCIAL STATEMENTS. THE ORGANIZATION IS RELYING ON ITS TAX-EXEMPT STATUS AND ITS ADHERENCE TO ALL APPLICABLE LAWS AND REGULATIONS TO PRESERVE THAT STATUS. HOWEVER, THE CONCLUSIONS REGARDING ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES WILL BE SUBJECT TO REVIEW AND MAY BE ADJUSTED AT A LATER DATE BASED ON FACTORS INCLUDING, BUT NOT LIMITED TO, ONGOING ANALYSIS OF TAX LAWS, REGULATIONS, AND INTERPRETATIONS THEREOF. THE ORGANIZATION'S INFORMATIONAL RETURNS ARE GENERALLY SUBJECT TO EXAMINATION FOR THREE YEARS AFTER THE LATER OF THE DUE DATE OR DATE OF FILING. AS A RESULT, THE ORGANIZATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS PRIOR TO 2019. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL DIRECT COSTS -439,620. SPECIAL EVENT EXPENSES -543,157. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL DIRECT COSTS 439,620. SPECIAL EVENT DIRECT COSTS 543,157. NIGHT AT THE MUSEUM 1468241 1347407 120834 259474 134559 149124 1468241 1347407 120834 259474 134559 149124 543157 -422323 X X X 0 0 0 0 0 0 0 1 0 LINDA ABRAHAM-SILVER CHIEF EXECUTIVE OFFICER 349696 0 110100 0 0 0 11600 0 22872 0 494268 0 0 0 DAVID HUMPHRIES CHIEF OPERATING OFFICER 218494 0 43050 0 1320 0 10515 0 40714 0 314093 0 0 0 KATHERINE STENESEN CHIEF DEVELOPMENT OFFICER 230069 0 43600 0 0 0 9803 0 21992 0 305464 0 0 0 ANNE WOODS CHIEF FINANCIAL OFFICER 208489 0 40600 0 0 0 9964 0 19966 0 279019 0 0 0 JESSICA CHAVEZ CHIEF LEARNING OFFICER 163824 0 12970 0 0 0 6759 0 29346 0 212899 0 0 0 ARTHUR FERRELL VICE PRESIDENT OF HUMAN RESOURCES 143143 0 18420 0 0 0 6463 0 29139 0 197165 0 0 0 MICHAEL SPIEWAK VICE PRESIDENT OF EXHIBITIONS AND OP 130782 0 23600 0 990 0 6215 0 26592 0 188179 0 0 0 PART I, LINE 7 THE PEROT MUSEUM OF NATURE AND SCIENCE OFFERS A DISCRETIONARY ANNUAL BONUS TO MUSEUM EXECUTIVE MANAGEMENT STAFF WHO MEET ELIGIBILITY REQUIREMENTS. X 4 20973 AVERAGE HIGH/LOW STOCK X 13 0 0 1 1 PART I, LINE 32B: THE MUSEUM'S BROKER HAS STANDING INSTRUCTIONS TO IMMEDIATELY SELL ANY CONTRIBUTIONS OF SECURITIES. PART I, LINE 33: LINE 21-23, COLUMN C: $0 WAS REPORTED BECAUSE THE MUSEUM DOES NOT CAPITALIZE ITS COLLECTION UNDER ASC 958-360-25 (FORMERLY SFAS 116). FORM 990, PART VI, SECTION A, LINE 2 ERIC REEVES AND NANCY PEROT HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 7A WITH RESPECT TO THE ORGANIZATION'S 33 CURRENT DIRECTORS, UP TO TWO ARE APPOINTED AT THE ORGANIZATION'S ANNUAL MEETING UPON THE SOLE AUTHORITY AND DISCRETION OF PETRUS MANAGEMENT HOLDING COMPANY, INC. FORM 990, PART VI, SECTION B, LINE 11B INDEPENDENT CPA FIRM PREPARES THE FORM 990 BASED ON INFORMATION FROM THE AUDIT AND OTHER INFORMATION AS REQUESTED FROM THE MUSEUM'S CEO. THE CFO AND THE CONTROLLER REVIEW THE PREPARED FORM 990 WITH THE CPA FIRM. THEN THE CFO CIRCULATES THE FORM 990 TO THE CEO, BOARD CHAIRMAN AND FINANCE & AUDIT COMMITTEE FOR REVIEW AND COMMENTS. A COPY OF THE FORM 990 IS PROVIDED TO THE GOVERNING BOARD. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS RECEIVE A COPY OF THE CONFLICTS OF INTEREST POLICY AND ARE REQUIRED TO ACKNOWLEDGE IN WRITING THAT HE/SHE HAS READ, UNDERSTANDS AND WILL COMPLY WITH THE POLICY. A DISCLOSURE QUESTIONNAIRE IS SENT TO ALL BOARD MEMBERS TO COMPLETE SO THEY CAN DISCLOSE THEIR PERSONAL, BUSINESS, OR OTHER ORGANIZATIONAL INTEREST AND AFFILIATIONS AND THOSE OF PERSONS CLOSE TO THEM THAT COULD BE REASONABLY CONSTRUED AS BEING MUSEUM RELATED. IF THERE APPEARS TO BE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, THE GOVERNING BOARD OR COMMITTEE WILL GIVE THE MEMBER THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS SO THEY CAN VOTE ON WHETHER A CONFLICT EXISTS OR NOT. IF THE GOVERNING BOARD OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE A MEMBER HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT SHALL INFORM THE MEMBER OF THE BASIS FOR SUCH BELIEF AND AFFORD THE MEMBER 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 GOVERNING BOARD OR COMMITTEE DETERMINES THE MEMBER HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION FOR THE CHIEF EXECUTIVE OFFICER WAS REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE GOVERNING BOARD OF DIRECTORS OF THE MUSEUM. THE EXECUTIVE COMMITTEE REVIEWED THE CHIEF EXECUTIVE OFFICER'S JOB PERFORMANCE VERSUS ANNUAL OBJECTIVES IN ADDITION TO USING COMPARABLE COMPENSATION DATA FROM OTHER ORGANIZATIONS' FORM 990S AND TAKING INTO CONSIDERATION THE OVERALL ECONOMIC/EMPLOYMENT SITUATION REGIONALLY. THE BOARD CHAIRMAN COMMUNICATES THE APPROVED COMPENSATION TO THE CHIEF PEOPLE OFFICER AND CHIEF FINANCIAL OFFICER. THE CHIEF EXECUTIVE OFFICER DISCUSSES HER RECOMMENDATIONS REGARDING SENIOR LEVEL COMPENSATION WITH THE EXECUTIVE COMMITTEE. THERE ARE A COMBINATION OF FACTORS WHICH DETERMINE SENIOR LEVEL COMPENSATION WHICH INCLUDE EMPLOYEE PERFORMANCE VERSUS POSITION OBJECTIVES, CURRENT COMPENSATION VERSUS PEER COMPENSATION, TO NAME A COUPLE. SENIOR LEVEL COMPENSATION IS COMMUNICATED BY THE CHIEF EXECUTIVE OFFICER TO THE CHIEF PEOPLE OFFICER AND CHIEF FINANCIAL OFFICER. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C NO CHANGES TO THE AUDIT PROCEDURE OCCURRED DURING THE FISCAL YEAR.