2023-09-29T08:07:57-05:00 2022-12-31 721088864 LAPORTE APAC 111 VETERANS MEMORIAL BLVD 600 METAIRIE LA 700054958 990 2022-01-01 720408914 BUREAU OF GOVERNMENTAL RESEARCH INC BURE 5045254152 1055 ST CHARLES AVE 200 NEW ORLEANS LA 70130 REBECCA MOWBRAY PRESIDENT & CEO 5045254152 2023-09-27 1 REBECCA MOWBRAY 999009999 1 JOHN S WILES CPA P01222673 5048355522 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z REBECCA MOWBRAY 1055 ST CHARLES AVE 200 NEW ORLEANS LA 70130 1749609 0 X WWW.BGR.ORG X 1932 LA THE BUREAU OF GOVERNMENTAL RESEARCH IS A PRIVATE, NONPROFIT, INDEPENDENT (CONT'D ON SCH. O) RESEARCH ORGANIZATION DEDICATED TO INFORMED PUBLIC POLICY MAKING AND THE EFFECTIVE USE OF PUBLIC RESOURCES FOR THE IMPROVEMENT OF GOVERNMENT IN THE GREATER NEW ORLEANS METROPOLITAN AREA. 29 29 9 31 0 0 800618 1014484 0 0 77571 78038 0 -21565 878189 1070957 0 0 0 0 896640 842819 0 0 108822 231422 264852 1128062 1107671 -249873 -36714 10956722 9335387 29893 162328 10926829 9173059 X THE BUREAU OF GOVERNMENTAL RESEARCH IS A PRIVATE, NONPROFIT, INDEPENDENT RESEARCH ORGANIZATION DEDICATED TO INFORMED PUBLIC POLICY MAKING AND THE EFFECTIVE USE OF PUBLIC RESOURCES FOR THE IMPROVEMENT OF GOVERNMENT IN THE NEW ORLEANS METROPOLITAN AREA. 0 0 748238 MONITORING AND REPORTING ON LOCAL GOVERNMENT ISSUES: IN 2022, BGR REPORTED ON MANY COMPLEX ISSUES IN LOCAL GOVERNANCE. WITH IT'S ON THE BALLOT REPORTS, IT PROVIDED VOTERS WITH INFORMATION ON A NOVEMBER 8TH CHARTER AMENDMENT THAT REQUIRES CITY COUNCIL CONFIRMATION OF DEPARTMENT HEADS APPOINTED BY THE MAYOR. IN THE SPRING, BGR REPORTED ON SEVERAL TAX PROPOSITIONS, INCLUDING A NEW SALES TAX IN ST. TAMMANY PARISH TO SUPPORT THE DISTRICT ATTORNEY'S CRIMINAL DIVISION; A NEW MILLAGE IN ORLEANS PARISH TO FUND EARLY CHILDHOOD EDUCATION PROGRAMS; AND A NEW PROPERTY TAX IN JEFFERSON PARISH FOR INCREASING SALARIES FOR THE SHERIFF'S OFFICE EMPLOYEES. BGR ALSO ISSUED A REPORT CALLING FOR LOCAL GOVERNMENTS ACROSS THE STATE TO CONTINUE THE PANDEMIC-ERA POLICY OF LIVESTREAMING AND ARCHIVING RECORDINGS OF THEIR (CONT'D ON SCH. O) MEETINGS WHICH WOULD SERVE TO INCREASE PUBLIC TRANSPARENCY AND ACCOUNTABILITY. IN ITS "KEYS TO THE JAIL" REPORT, BGR ANALYZES THE GOVERNANCE STRUCTURE OF THE NEW ORLEANS JAIL AND WAYS IN WHICH THE CURRENT SYSTEM HAS LED TO DEFICIENCIES IN JAIL GOVERNANCE, THE STATE OF THE JAIL, AND OTHER CHRONIC PROBLEMS IT FACES. WITH THIS IN MIND, BGR OUTLINES A VARIETY OF RECOMMENDATIONS THAT WILL IMPROVE THE JAIL'S PERFORMANCE AND YIELD LONG-TERM BENEFITS FOR THE JAIL'S ADMINISTRATION AND ITS DETAINEES. BGR ALSO CONTINUED ITS REPORTING ON PANDEMIC-ERA FEDERAL RELIEF FUNDS WITH "MANAGING THE WINDFALL", A REPORT THAT TRACKED THE USE OF THESE FUNDS AND PROVIDED SUGGESTIONS ON HOW TO BE MORE TRANSPARENT ABOUT ITS USE OF THESE FUNDS IN THE FUTURE. IN 2022, BGR RESEARCH STAFF MONITORED MORE THAN 70 STATE AND LOCAL GOVERNMENT AGENCIES THROUGHOUT THE NEW ORLEANS AREA, INCLUDING THE NEW ORLEANS CITY COUNCIL AND ITS COMMITTEES. BGR ALSO TRACKED THE LOUISIANA LEGISLATURE AND ANY BILLS THAT WERE OF PARTICULAR IMPORTANCE TO THE LOCAL COMMUNITY.AFTER RESEARCH IS COMPLETED, BGR PURSUES PROPER IMPLEMENTATION OF THEIR RECOMMENDATIONS, SOMETIMES OVER THE COURSE OF MANY YEARS. THIS IS DONE THROUGH A SERIES OF FOLLOW-UP PUBLICATIONS AND OUTREACH TO CITIZENS GROUPS, THE MEDIA, DECISION-MAKERS, AND OTHER KEY STAKEHOLDERS IN RELEVANT POLICY AREAS. IN TERMS OF EFFECTIVENESS, BGR HAS HAD SUCCESSFUL POSITIONS ON BALLOT RESULTS 81% OF THE TIME SINCE 2014. ANOTHER MEASURE OF BGR'S IMPACT IS ITS PRESENCE IN THE MEDIA AND LEVEL OF ENGAGEMENT WITH THEIR CONTENT. IN 2022, THE NEWS MEDIA CITED BGR REPORTS 65 TIMES. FOR ITS WORK, BGR HAS RECEIVED MANY AWARDS AND RECOGNITIONS IN 2022 INCLUDING THE GOVERNMENTAL RESEARCH ASSOCIATION'S (GRA) CERTIFICATE OF MERIT FOR DISTINGUISHED RESEARCH AND THE CERTIFICATE OF MERIT FOR OUTSTANDING POLICY ACHIEVEMENT. BGR'S WORK SERVES CITIZENS ACROSS MANY LOCALITIES INCLUDING JEFFERSON, ORLEANS, AND ST. TAMMANY PARISHES. BASED ON 2020 U.S. CENSUS DATA, THE POTENTIAL REACH OF BGR'S MONITORING AND REPORTING IS APPROXIMATELY 1,083,348 PEOPLE. 9467 BREAKFAST BRIEFINGS: BGR'S BREAKFAST BRIEFINGS ARE PUBLIC FORUMS WHERE EXPERTS AND DECISION-MAKERS ARE INVITED TO SHARE THEIR THOUGHTS ON MAJOR PUBLIC POLICY ISSUES IN THE AREA. THESE EVENTS KEEP CITIZENS INFORMED AND MOTIVATE CIVIC ENGAGEMENT AND AN INFORMED PUBLIC POLICY DIALOGUE, ALL OF WHICH ARE KEY COMPONENTS OF BGR'S MISSION AND ESSENTIAL INGREDIENTS FOR EFFECTIVE GOVERNMENT. IN 2022, BGR HOSTED 4 OF THESE EVENTS, THREE OF WHICH WERE A PART OF BGR'S SERIES ON PUBLIC SAFETY AND LAW ENFORCEMENT. THE FIRST OF THESE EVENTS INCLUDED LAMAR GARDERE, EXECUTIVE DIRECTOR OF THE DATA CENTER, AND JEFF ASHER, CO-FOUNDER OF AH DATALYTICS, WHERE THEY SHARED THEIR INSIGHTS ON CRIME AND SOME OF ITS ROOT CAUSES IN THE ORLEANS AREA. THE DISCUSSION OF CRIME AND PUBLIC SAFETY CONTINUED IN BGR'S SECOND (CONT'D ON SCH. O) BREAKFAST BRIEFING, WHICH HOSTED THE FOLLOWING POLICY EXPERTS: DR. JEFFREY A. BUTTS, DIRECTOR OF THE RESEARCH AND EVALUATION CENTER AT THE CITY UNIVERSITY OF NEW YORK; KAREN EVANS, EXECUTIVE DIRECTOR OF THE NEW ORLEANS CHILDREN & YOUTH PLANNING BOARD; JAMES LOGAN, PAST PRESIDENT OF 100 BLACK MEN OF METRO NEW ORLEANS AND CHARLES WEST, BGR BOARD MEMBER AND FORMER DIRECTOR OF THE CITY OF NEW ORLEANS OFFICE OF CRIMINAL JUSTICE COORDINATION. WITH A RETURN TO IN-PERSON BREAKFAST BRIEFINGS, THE THIRD EVENT OF THE YEAR FOCUSED SPECIFICALLY ON LAW ENFORCEMENT AND FEATURED SHAUN D. FERGUSON, NEW ORLEANS SUPERINTENDENT OF POLICE; JOSEPH P LOPINTO III, JEFFERSON PARISH SHERIFF; AND JIM LETTEN, FORMER U.S. ATTORNEY FOR THE EASTERN DISTRICT OF LOUISIANA, AS MODERATOR. WITH THE BGR SERIES ON PUBLIC SAFETY COMPLETE, THE FINAL BREAKFAST BRIEFING OF THE YEAR CENTERED ON PREPARATION FOR FUTURE STORMS IN JEFFERSON PARISH AND HOSTED KEY ADMINISTRATORS OF THE PARISH INCLUDING JOE VALIENTE, DIRECTOR OF EMERGENCY MANAGEMENT; MARK DREWES, DIRECTOR OF PUBLIC WORKS, AND VALERIE BROLIN, DEPUTY CHIEF OPERATING OFFICER FOR JEFFERSON PARISH. THE BREAKFAST BRIEFING EVENTS BRING KEY POLICY ISSUES TO CITIZENS AND ALLOWS THEM TO ENGAGE WITH POLICY LEADERS AND DECISION-MAKERS. ACCESS TO EACH OF THESE EVENTS IS INCREASED BY VIDEO RECORDING THE PRESENTATIONS AND POSTING THEM ONLINE. THE MEDIA COVERAGE FURTHER MAGNIFIES AWARENESS OF THE POLICY ISSUES DISCUSSED AND OF BGR'S WORK. 25435 EXCELLENCE IN GOVERNMENT AWARDS: SINCE 1994, THIS BIENNIAL CEREMONY RECOGNIZES EMPLOYEES IN PUBLIC SERVICE FOR THEIR OUTSTANDING PERFORMANCE AND CREATIVE PROBLEM SOLVING AND PRIVATE CITIZENS FOR THEIR EXTRAORDINARY CONTRIBUTIONS TO LOCAL GOVERNMENT. IN 2022, BGR AWARDED 10 EXCEPTIONAL INDIVIDUALS AND TEAMS FROM ORLEANS, JEFFERSON, ST. TAMMANY, AND ST. CHARLES PARISHES FOR THEIR REMARKABLE EFFORTS AND RESULTS IN LOCAL GOVERNMENT. THE CEREMONY INCLUDES FOUR AWARD CATEGORIES: THE MERIT AWARD IS GIVEN TO PUBLIC EMPLOYEES THAT HAVE SHOWN OUTSTANDING PERFORMANCE; THE INNOVATION AWARD RECOGNIZES EMPLOYEES WHOSE INGENUITY AND INNOVATION HAVE HELPED SOLVE PRESSING ISSUES IN THEIR CONSTITUENCIES; THE LIFETIME ACHIEVEMENT AWARD RECOGNIZES SUSTAINED PERFORMANCE OVER A CAREER IN (CONT'D ON SCH. O) PUBLIC SERVICE; AND THE CITIZENSHIP AWARD IS GIVEN TO A PRIVATE CITIZEN WHO HAS WORKED TO IMPROVE THE QUALITY AND PERFORMANCE OF GOVERNMENT.THE 2022 CEREMONY RECOGNIZED THE CUSTOMER SERVICE MANAGER FOR THE ORLEANS SEWERAGE AND WATER BOARD FOR HER BRILLIANT STEWARDSHIP DURING HURRICANE IDA AND THE COVID-19 PANDEMIC; A TEAM FROM THE ST. CHARLES PARISH EMERGENCY OPERATIONS CENTER FOR THEIR CONSISTENT AND RESILIENT RESPONSES TO EMERGENCY SITUATIONS IN THEIR AREA; A TEAM FROM THE ST. CHARLES PARISH ASSESSOR'S OFFICE FOR THEIR RAPID PROCESS TO REASSESS DAMAGED PROPERTY AFTER HURRICANE IDA, ASSISTING THE AFFECTED TAXPAYERS WHILE MAINTAINING THE SCHEDULE FOR TAX COLLECTION IN 2021; THE CHIEF OPERATIONS OFFICER FOR NEW ORLEANS PUBLIC SCHOOLS FOR HER RAPID, PIVOTAL WORK TO MAINTAIN MEAL SERVICES FOR STUDENTS AND INCREASE ACCESS TO COVID-19 TESTING DURING THE PANDEMIC; THE ST. TAMMANY CHIEF FINANCIAL OFFICER FOR HER DEDICATED WORK AND PUBLIC SERVICE THROUGHOUT THE YEARS AND A PRIVATE CITIZEN FOR HER EFFORTS AGAINST A TAX PROPOSITION THAT WOULD LOWER FUNDS TO ORLEANS' LIBRARY SYSTEM. THE 2022 EVENT RETURNED TO A NORMAL IN-PERSON MODALITY AND WAS ALSO RECORDED AND POSTED ON THE MAIN BGR WEBSITE TO INCREASE ITS VISIBILITY. BGR STAFF GARNERED A ROBUST FIELD OF NOMINEES BY ACTIVELY PROMOTING THE COMPETITION ON SOCIAL MEDIA AND PROMOTED THE WINNERS ON SOCIAL MEDIA TO HIGHLIGHT THE WORK OF DEDICATED PUBLIC SERVANTS WHO EXEMPLIFY BGR'S VALUES IN THEIR WORK. THE EXCELLENCE IN GOVERNMENT PROGRAM INCENTIVIZES PUBLIC SECTOR ACHIEVEMENT AND CIVIC ENGAGEMENT, WHICH ALIGNS WITH BGR'S MISSION AND BENEFITS THE COMMUNITY AT LARGE. 783140 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 9 0 1 9 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 29 29 1 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 LA X X SELVA RIEMANN 5045254152 1055 ST CHARLES AVENUE SUITE 200 NEW ORLEANS LA 70130 NORMA GRACE CHAIR 10.00 X X 0 0 0 H MERRITT LANE III VICE CHAIR 4.00 X X 0 0 0 STEVEN W USDIN SECRETARY 4.00 X X 0 0 0 ANNE P BANOS TREASURER 4.00 X X 0 0 0 BLAKE J STANFILL ASSISTANT SECRETARY 4.00 X X 0 0 0 CHRISTINE ALBERT ASSISTANT TREASURER 4.00 X X 0 0 0 LUDOVICO FEOLI PAST CHAIR 4.00 X X 0 0 0 RYAN ADKERSON MEMBER 2.00 X 0 0 0 SUSAN G BRENNAN MEMBER 2.00 X 0 0 0 MELANIE BRONFIN MEMBER 2.00 X 0 0 0 ANDREA CHEN MEMBER 2.00 X 0 0 0 VANESSA CLAIBORNE EXECUTIVE COMMITTEE 4.00 X 0 0 0 BEN A DUPUY MEMBER 2.00 X 0 0 0 LOUIS M FREEMAN JR EXECUTIVE COMMITTEE 4.00 X 0 0 0 ALEX GERSHANIK EXECUTIVE COMMITTEE 4.00 X 0 0 0 JESSIE HAYNES MEMBER 2.00 X 0 0 0 JOHN LANDRUM MEMBER 2.00 X 0 0 0 THOMAS LAVEIST MEMBER (1ST - 3RD QTR) 2.00 X 0 0 0 JULEY LE MEMBER (1ST - 3RD QTR) 2.00 X 0 0 0 ANDREW R LEE MEMBER 2.00 X 0 0 0 GARY L LORIO MEMBER 2.00 X 0 0 0 RONALD P MCCLAIN MEMBER 2.00 X 0 0 0 MICHELLE MOORE MEMBER 2.00 X 0 0 0 JENNIFER M NEIL MEMBER 2.00 X 0 0 0 GRAHAM RALSTON MEMBER 2.00 X 0 0 0 PATTY RIDDLEBARGER MEMBER 2.00 X 0 0 0 JENNIFER ROBERTS MEMBER 2.00 X 0 0 0 JENNIFER SCHNIDMAN MEMBER 2.00 X 0 0 0 LAMAR VILLERE MEMBER 2.00 X 0 0 0 CHARLES WEST MEMBER 2.00 X 0 0 0 JONATHAN WILSON MEMBER 2.00 X 0 0 0 REBECCA MOWBRAY PRESIDENT/CEO 40.00 X 190346 0 14530 AMY GLOVINSKY PRESIDENT/CEO (JAN. 1 - 31) 40.00 X 20850 0 625 STEPHEN B STUART VP & RESEARCH DIRECTOR 40.00 X 145000 0 10023 356196 0 25178 2 0 1 0 0 470597 87949 90652 365286 1014484 237638 237638 449786 609386 -159600 -159600 -159600 47701 87949 69266 -21565 -21565 1070957 0 0 56473 190346 137049 32359 20938 529209 381031 89965 58213 20163 14517 3428 2218 51001 36721 8670 5610 52100 37512 8857 5731 64330 64330 3850 3850 400 376 12 12 8425 7919 253 253 30233 28419 907 907 57223 53789 1717 1717 6480 6480 7988 7508 240 240 5459 5131 164 164 EVENT EXPENSES 34902 34902 DUES AND SUBSCRIPTIONS 13821 13821 DEVELOPMENT 11583 11583 STAFF DEVELOPMENT 9027 6499 1535 993 11131 7616 3272 243 1107671 783140 215709 108822 649253 769633 71247 109504 19432 17743 80121 63960 18722 16161 10198068 8277046 0 145300 10956722 9335387 29393 15285 500 0 147043 29893 162328 X 860076 1102062 10066753 8070997 10926829 9173059 10956722 9335387 -36714 -1694631 -22425 0 X X 0 1 X 1 0 X 2969100 975838 1813295 800618 1014484 7573335 2969100 975838 1813295 800618 1014484 7573335 3385888 4187447 136163 209823 266084 179762 237638 1029470 8602805 30400 0.48680 0.46420 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 547 547 1176390 1176937 192694 48174 0 0 145438 146306 187420 192694 671858 1007787 3519 741 658 547 5465 36360 36577 46855 48174 167966 251949 9970261 -1642161 -282004 8046496 9255756 1014535 -300000 9970261 7739943 1000000 868752 -352939 9255756 6787404 1077539 -125000 7739943 5096005 2001000 -309601 6787404 0.55800 0.44200 1 0 80121 63960 16161 16161 LEASE LIABILITIES 147043 147043 X -475880 -1694631 100953 69266 -1524412 1048532 22425 22425 1070957 1277890 100953 69266 170219 1107671 0 1107671 PART V, LINE 4: BGR'S ENDOWMENTS CONSIST OF DONOR RESTRICTED GNOF INVESTMENT POOL FUND, THE JANET HOWARD CHAIR IN GOVERNMENTAL RESEARCH ENDOWMENT FUND (HOWARD CHAIR), THE BGR ENDOWMENT FUND CREATED BY BGR, AND THE ZEMURRAY FUND. GNOF INVESTMENT POOL FUND IS MAINTAINED AND MANAGED BY THE GNOF WITHIN THEIR INVESTMENT POOL. THE FUND IS INVESTED BY GNOF WITH AN ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THESE ENDOWMENT ASSETS OVER THE LONG-TERM. ANNUAL DISTRIBUTIONS OF INCOME FROM THE GNOF INVESTMENT POOL FUND, AS DETERMINED BY THE BOARD OF TRUSTEES OF GNOF ARE PROVIDED TO BGR. BGR'S BOARD OF DIRECTORS THEN DECIDES TO EITHER USE THE FUNDS FOR OPERATIONS OF BGR OR TO INVEST IN ONE OF ITS ENDOWMENT FUNDS. BGR CREATED THE BGR ENDOWMENT FUND IN 2007. THE INVESTMENT OBJECTIVE OF THE BGR ENDOWMENT FUND IS TO EMPHASIZE TOTAL RETURN. SPECIFICALLY, THE PRIMARY OBJECTIVE IS TO EMPHASIZE LONG-TERM GROWTH OF PRINCIPAL WHILE AVOIDING EXCESSIVE RISK. THE SECONDARY OBJECTIVE IS TO ACHIEVE RETURNS IN EXCESS OF THE RATE OF INFLATION PLUS SPENDING OVER THE INVESTMENT HORIZON IN ORDER TO PRESERVE THE PURCHASING POWER OF THE FUND'S ASSETS. RISK CONTROL IS AN IMPORTANT ELEMENT IN THE INVESTMENT OF THE FUND ASSETS. IN 2015, A DONOR CREATED THE HOWARD CHAIR. THE INVESTMENT OBJECTIVE OF THE BGR ENDOWMENT FUND IS TO EMPHASIZE TOTAL RETURN. SPECIFICALLY, THE PRIMARY OBJECTIVE IS TO EMPHASIZE LONG-TERM GROWTH OF PRINCIPAL WHILE AVOIDING EXCESSIVE RISK. THE SECONDARY OBJECTIVE IS TO ACHIEVE RETURNS IN EXCESS OF THE RATE OF INFLATION PLUS SPENDING OVER THE INVESTMENT HORIZON IN ORDER TO PRESERVE THE PURCHASING POWER OF THE FUND'S ASSETS. SUCH DISTRIBUTABLE FUNDS SHALL BE USED TO COVER THE EXPENSES OF A SPEAKER AT BGR'S ANNUAL LUNCHEON, HENCEFORTH TO BE RECOGNIZED AS THE JANET HOWARD SPEAKER SERIES IN GOVERNMENTAL RESEARCH. IN 2018, A DONOR PROMISED TO GIVE $2,000,000 TO ENDOW THE SAMUEL ZEMURRAY CHAIR IN RESEARCH LEADERSHIP. THE INVESTMENT OBJECTIVES OF THE ZEMURRAY CHAIR ENDOWMENT FUND ARE TO EMPHASIZE TOTAL RETURN. SPECIFICALLY, THE PRIMARY OBJECTIVE IS TO EMPHASIZE LONG-TERM GROWTH OF PRINCIPAL WHILE AVOIDING EXCESSIVE RISK. SHORT-TERM VOLATILITY WILL BE TOLERATED IN AS MUCH AS IT IS CONSISTENT WITH THE VOLATILITY OF COMPARABLE CAPITAL MARKET BENCHMARKS. THE SECONDARY OBJECTIVE IS TO ACHIEVE RETURNS IN EXCESS OF THE RATE OF INFLATION PLUS SPENDING OVER THE INVESTMENT HORIZON IN ORDER TO PRESERVE THE PURCHASING POWER OF THE FUND'S ASSETS. RISK CONTROL IS AN IMPORTANT ELEMENT IN THE INVESTMENT OF THE FUND ASSETS. SUCH DISTRIBUTABLE FUNDS SHALL BE USED TO SUPPORT THE SALARY FOR THE POSITION OF BGR'S PRESIDENT AND CEO, WHICH POSITION SHALL HEREAFTER PERMANENTLY BEAR THE TITLE OF THE SAMUEL ZEMURRAY CHAIR IN RESEARCH LEADERSHIP IN ALL AND EVERY REFERENCE TO IT. PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA PROVIDE ACCOUNTING AND DISCLOSURE GUIDANCE ABOUT POSITIONS TAKEN BY AN ENTITY IN ITS TAX RETURNS THAT MIGHT BE UNCERTAIN. BGR BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND MANAGEMENT HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. PENALTIES AND INTEREST ASSESSED BY INCOME TAXING AUTHORITIES, IF ANY, WOULD BE INCLUDED IN INCOME TAX EXPENSE. PART XI, LINE 2D - OTHER ADJUSTMENTS: ANNUAL LUNCHEON EXPENSES 69,266. PART XII, LINE 2D - OTHER ADJUSTMENTS: ANNUAL LUNCHEON EXPENSES 69,266. ANNUAL LUNCHEON 135650 87949 47701 50489 18777 135650 87949 47701 50489 18777 69266 -21565 X X X 0 0 0 0 0 0 0 0 0 REBECCA MOWBRAY PRESIDENT/CEO 190346 0 0 0 0 0 5769 0 8761 0 204876 0 0 0 STEPHEN B STUART VP & RESEARCH DIRECTOR 145000 0 0 0 0 0 3750 0 6273 0 155023 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 MERRITT LANE HAS A BUSINESS RELATIONSHIP WITH GARY LORIO. MERRITT LANE HAS A BUSINESS RELATIONSHIP WITH ANDREW LEE. MERRITT LANE HAS A BUSINESS RELATIONSHIP WITH VANESSA CLAIBORNE. MERRITT LANE HAS A BUSINESS RELATIONSHIP WITH LAMAR VILLERE. MERRITT LANE HAS A BUSINESS RELATIONSHIP WITH GRAHAM RALSTON. MERRITT LANE HAS A BUSINESS RELATIONSHIP WITH THOMAS LAVEIST. MERRITT LANE HAS A BUSINESS RELATIONSHIP WITH JENNIFER SCHNIDMAN. JENNIFER ROBERTS HAS A BUSINESS RELATIONSHIP WITH MERRITT LANE. FORM 990, PART VI, SECTION A, LINE 6 BGR HAS MEMBERS WHO PROVIDE FINANCIAL SUPPORT TO THE ORGANIZATION ALLOWING FOR THE ORGANIZATION TO PRESERVE ITS INDEPENDENCE. CONSISTENT WITH BGR'S BYLAWS, MEMBERS HAVE VOTING PRIVILEGES AT BGR'S ANNUAL MEETING. FORM 990, PART VI, SECTION A, LINE 7A BGR HAS MEMBERS WHO PROVIDE FINANCIAL SUPPORT TO THE ORGANIZATION ALLOWING FOR THE ORGANIZATION TO PRESERVE ITS INDEPENDENCE. CONSISTENT WITH BGR'S BYLAWS, MEMBERS HAVE VOTING PRIVILEGES AT BGR'S ANNUAL MEETING. FORM 990, PART VI, SECTION B, LINE 11B UPON COMPLETION OF THE FINAL DRAFT OF FORM 990 BY BGR'S AUDITORS,THE PRESIDENT & CEO, REBECCA MOWBRAY, AND THE FINANCE COMMITTEE REVIEW THE FORM 990. COPIES ARE PROVIDED TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C BGR HAS A CONFLICT OF INTEREST POLICY AND AN ETHICS POLICY STATEMENT IT REQUIRES ALL BOARD MEMBERS AND EMPLOYEES TO REVIEW AND ACKNOWLEDGE BY SIGNATURE. THE CONFLICT OF INTEREST POLICY REQUIRES DISCLOSURE OF ANY FINANCIAL INTEREST IN THE SUBJECT MATTER OF BGR'S RESEARCH AND REPORTING OR IN THE OPERATION OF ITS ORGANIZATION. THE ETHICS POLICY STATEMENT REQUIRES RECUSAL FOR REAL OR PERCEIVED CONFLICTS OF INTEREST AND PRESCRIBES THE PROCESS BY WHICH CONFLICTS ARE DISCLOSED, REPORTED, AND ADJUDICATED BY THE APPROPRIATE OFFICER OR STAFF MEMBER. IT ALSO IMPOSES THE DUTY OF CONFIDENTIALITY FOR INTERNAL INFORMATION AND PROHIBITS EMPLOYEE POLITICAL ACTIVITY. BGR IMPLEMENTED THESE POLICIES TO SAFEGUARD THE CREDIBILITY, OBJECTIVITY, INDEPENDENCE AND NONPARTISAN CHARACTERISTICS OF ITS WORK PRODUCT AND TO ENSURE THE HIGHEST LEVELS OF INTEGRITY IN ITS POLICY ANALYSIS AND RECOMMENDATIONS. FORM 990, PART VI, SECTION B, LINE 15 INDEPENDENT MEMBERS OF THE EXECUTIVE COMMITTEE SET THE COMPENSATION OF THE PRESIDENT & CEO BASED ON ADVICE OF THE EXECUTIVE COMMITTEE. THIS ADVICE IS BASED ON COMPARABLE DATA. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION PROVIDES ITS FORM 990 UPON REQUEST AND IT IS ALSO AVAILABLE ON WWW.GUIDESTAR.ORG. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.