2022-05-14T08:04:48-05:00 2021-06-30 390859910 BAKER TILLY US LLP 777 E WISCONSIN AVENUE 32ND FLOOR MILWAUKEE WI 53202 990 2020-07-01 390806325 CARROLL UNIVERSITY INC CARR 2625247200 100 N EAST AVENUE WAUKESHA WI 53186 PAUL ZINCK VP FOR FINANCE & ADMIN. 2625247200 2022-05-13 1 PAUL ZINCK XXX-XX-XXXX TROY MARINE CPA P00187863 4147775500 2022-05-13 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z CINDY GNADINGER 100 N EAST AVENUE WAUKESHA WI 53186 160461594 0 X WWW.CARROLLU.EDU X 1846 WI CARROLL UNIVERSITY PROVIDES A SUPERIOR EDUCATION, ROOTED IN ITS PRESBYTERIAN AND LIBERAL ARTS HERITAGE, AND DRAWS UPON ITS CHRISTIAN TRADITION TO PREPARE ALL STUDENTS FOR VOCATIONAL SUCCESS, LIFELONG LEARNING AND SERVICE IN A DIVERSE AND GLOBAL SOCIETY. 24 23 2783 23 63029 0 7459606 12785133 119065141 123572213 12942631 5022494 677406 -414398 140144784 140965442 48656716 50551026 0 0 1600761 1662635 79442 94979 1068401 77668321 83033956 128005240 135342596 12139544 5622846 239139783 261882162 17898518 15988093 221241265 245894069 CARROLL UNIVERSITY PROVIDES A SUPERIOR EDUCATION, ROOTED IN ITS PRESBYTERIAN AND LIBERAL ARTS HERITAGE, AND DRAWS UPON ITS CHRISTIAN TRADITION TO PREPARE ALL STUDENTS FOR VOCATIONAL SUCCESS, LIFELONG LEARNING AND SERVICE IN A DIVERSE AND GLOBAL SOCIETY. 0 0 37834444 107692278 INSTRUCTION & ACADEMIC SUPPORT - SERVICES PROVIDED TO SUPPORT STUDENTS IN THE CLASSROOM AND SUPPORT OF CLASSROOM. 82446980 50551026 15879935 AUXILIARY & STUDENT SERVICES - SERVICES PROVIDED TO STUDENTS NOT RELATED TO THE CLASSROOM SUCH AS DORMITORY CHARGES AND BOARD PLANS AND SERVICES TO STUDENTS THAT ARE RELATED TO ACTIVITIES OUTSIDE THE CLASSROOM SUCH AS ATHLETICS, FINANCIAL AID AND ADMISSION. 11198375 INSTITUTIONAL SUPPORT - SERVICES THAT SUPPORT THE ADMINISTRATIVE FUNCTIONS OF THE INSTITUTION INCLUDING DEPRECIATION, DEPLETION AND AMORTIZATION. 131479799 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 1 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 109 0 2783 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 24 23 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 CO IL KS KY MD MA MI MS NH NY OH OR WA WI ND X PAUL ZINCK 2625247200 100 N EAST AVENUE WAUKESHA WI 53186 DEBORAH BLOCK TRUSTEE/VICE CHAIR 1.00 X X 0 0 0 DORVAL CARTER TRUSTEE/CHAIR 1.00 X X 0 0 0 LYNDA JOHNSON TRUSTEE/TREASURER 1.00 X X 0 0 0 MARK D SMITH TRUSTEE/SECRETARY 1.00 X X 0 0 0 REYNOLDS CHALLONER TRUSTEE 1.00 X 0 0 0 PAUL CHRISTIAN TRUSTEE 1.00 X 0 0 0 SANDRA CUNNINGHAM TRUSTEE 1.00 X 0 0 0 KRISTI CZARNECKI TRUSTEE 1.00 X 0 0 0 JEFFERSON DEANGELIS TRUSTEE 1.00 X 0 0 0 LAURA DEXTER TRUSTEE 1.00 X 0 0 0 LAURA FISHER-BONVALLET TRUSTEE (EFF. 10/2020) 1.00 X 0 0 0 JOHN HENGEL TRUSTEE 1.00 X 0 0 0 DAVID LAATSCH TRUSTEE 1.00 X 0 0 0 DOUGLAS MUELLER TRUSTEE 1.00 X 0 0 0 MICHAEL OSENGA TRUSTEE 1.00 X 0 0 0 ELFRIEDE PAHL TRUSTEE 1.00 X 0 0 0 RENEE RAMIREZ TRUSTEE 1.00 X 0 0 0 JACK RIESCH TRUSTEE 1.00 X 0 0 0 MARK ROBLE TRUSTEE 1.00 X 0 0 0 JAMES SCHNEIDER TRUSTEE 1.00 X 0 0 0 TOM SELLARS TRUSTEE 1.00 X 0 0 0 FRED STIER TRUSTEE 1.00 X 0 0 0 JOSEPH ZVESPER TRUSTEE 1.00 X 0 0 0 CINDY GNADINGER PRESIDENT 40.00 X 391583 0 83883 MARK BLEGEN PROVOST/VP FOR ACADEMIC AF 40.00 X 209600 0 35463 DANA STUART VP FOR FINANCE AND ADMINIS 40.00 X 212120 0 31683 THERESA BARRY VP FOR STUDENT AFFAIRS 40.00 X 163218 0 27291 TEEGE METTILLE VP FOR ENROLLMENT 40.00 X 161955 0 26700 STEPHEN KUHN VP FOR INSTITUTIONAL ADVAN 40.00 X 142194 0 15894 VICTORIA DOWLINGHIRED 8120 VP FOR INSTITUTIONAL ADVANCEMENT 40.00 X 110775 0 11764 TIFFNY WYNN HIRED 10520 VP FOR MARKETING AND COMMUNICATIONS 40.00 X 35496 0 3014 HAMID AKBARI DEAN SCHOOL OF BUSINESS 40.00 X 184730 0 25422 JANE HOPP ASSOCIATE VP FOR PARTNERSHIPS AND INNOVATION 40.00 X 189999 0 15609 MOHAMMAD SAMMARAH CHIEF TECHNOLOGY OFFICER 40.00 X 158019 0 28928 CHARLES BYLER DEAN OF THE COLLEGE OF ARTS AND SCIENCE 40.00 X 153642 0 32295 THOMAS PAHNKE DEAN OF COLLEGE OF HEALTH SCIENCES 40.00 X 159043 0 20080 2272374 0 358026 34 0 1 0 CAMPUS MANAGEMENT CORPORATION 5201 CONGRESS AVENUE SUITE 220A BOCA RATON FL 33487 MANAGEMENT COMPANY 1067584 JENZABAR INC PO BOX 55018 BOSTON MA 022055018 MANAGEMENT COMPANY 601581 CAMPUSWORKS INC 1767 LAKEWOOD RANCH BLVD 305 BRADENTON FL 342114906 CONSULTING SERVICES 513847 KLEENMARK SERVICES CORP 1210 ANN ST MADISON WI 53713 CLEANING SERVICES 431333 FROEDTERT HEALTHWORKFORCE HEALTH W129 N7055 NORTHFIELD DR B MENOMONEE FALLS WI 53051 HEALTH SERVICES 342790 11 30525 7890944 4863664 98269 12785133 TUITION AND FEES 900099 107692278 107692278 AUXILIARY ENTERPRISES 611710 15879935 15879935 123572213 3501203 3501203 20997744 19476453 1521291 1521291 1521291 35826 30525 19699 16127 16127 SUMMER CONFERENCES 721000 63029 63029 OTHER INCOME 900099 -493554 -493554 -430525 140965442 123572213 63029 4545067 50551026 50551026 1662635 1491758 170877 94979 94979 8105418 6937071 1168347 INSTRUCTION 21992362 21992362 AUXILIARY ENTERPRISES 15660541 15660541 STUDENT SERVICES 13950204 13950204 INSTITUTIONAL SUPPORT 12000920 11198375 802545 11324511 11190220 134291 135342596 131479799 2794396 1068401 1230111 1540345 2531853 3527726 4476712 4442860 2534215 1773206 1247643 914140 211355486 89008351 122635614 122347135 104463529 127321418 20106 15332 239139783 261882162 2422677 4199946 5494215 2996472 3420079 2489385 6561547 6302290 17898518 15988093 X 150487956 155650133 70753309 90243936 221241265 245894069 239139783 261882162 X 5622846 19058049 -28091 X X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 73553801 3450259 20462586 2743589 94723057 71164498 3862394 1137122 2610213 73553801 62142912 7740509 3287477 2006400 71164498 57549409 2343432 4146071 1896000 62142912 51973370 645790 6755249 1825000 57549409 0.11000 0.49000 0.40000 1 0 6861135 6861135 150675102 53003010 97672092 10584235 5191427 5392808 31540530 21307187 10233343 11694484 9506727 2187757 122347135 LIABILITIES UNDER SPLIT INTEREST AGREEMENTS 679093 DEFERRED COMPENSATION 1021148 ASSET RETIREMENT OBLIGATION 2502909 U.S. GOVERNMENT GRANTS REFUNDABLE 1038898 OTHER LIABILITIES 1060242 6302290 X 111504799 19058049 -28091 19029958 92474841 48490601 48490601 140965442 86851995 2060425 2060425 84791570 50551026 50551026 135342596 PART V, LINE 4: THE ENDOWMENT FUNDS ARE USED TO SUPPORT ACADEMIC PROGRAMS, SCHOLARSHIPS AND OPERATIONS. PART X, LINE 2: THE UNIVERSITY HAS RECEIVED A DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE INDICATING THAT IT IS A TAX-EXEMPT ORGANIZATION AS PROVIDED FOR IN SECTION 501(C)3 OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES, EXCEPT FOR TAXES PERTAINING TO UNRELATED BUSINESS INCOME. NO PROVISION HAS BEEN MADE FOR INCOME TAXES IN THE ACCOMPANYING FINANCIAL STATEMENTS BECAUSE THE UNIVERSITY DOES NOT HAVE A SIGNIFICANT AMOUNT OF UNRELATED BUSINESS INCOME. THE UNIVERSITY FOLLOWS THE ACCOUNTING STANDARDS FOR CONTINGENCIES IN EVALUATING UNCERTAIN TAX POSITIONS. THE 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 UNIVERSITY FOR UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2021 AND 2020. THE UNIVERSITY'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION FOR FEDERAL AND STATE AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGES IN VALUES OF SPLIT INTEREST AGREEMENTS -28,091. PART XI, LINE 4B - OTHER ADJUSTMENTS: OTHER DIRECT FUND RAISING EXPENSES -19,699. GRANTS AND OTHER ASSISTANCE TO INDIVIDUALS 50,551,026. EXCESS WITHDRAWALS OVER INCOME EARNED -2,040,726. PART XII, LINE 2D - OTHER ADJUSTMENTS: OTHER DIRECT FUND RAISING EXPENSES 19,699. EXCESS WITHDRAWALS OVER INCOME EARNED 2,040,726. PART XII, LINE 4B - OTHER ADJUSTMENTS: GRANTS AND OTHER ASSISTANCE TO INDIVIDUALS 50,551,026. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE FOLLOWING WAS PUBLISHED IN THE STUDENT HANDBOOK AND BROCHURES USED FOR THE RECRUITMENT OF STUDENTS "CARROLL UNIVERSITY DOES NOT DISCRIMINATE IN ANY MANNER CONTRARY TO LAW OR JUSTICE ON THE BASIS OF RACE, COLOR, SEX, AGE, RELIGION, SEXUAL ORIENTATION, NATIONAL ORIGIN, DISABILITY OR VETERANS STATUS IN ADMINISTRATION OF ITS EDUCATIONAL, ADMISSION, FINANCIAL AID, ATHLETIC, OR OTHER UNIVERSITY POLICIES AND PROGRAMS NOR IN THE EMPLOYMENT OF ITS FACULTY AND STAFF". SCHEDULE E, PART I, LINE 6 FINANCIAL AID AT CARROLL UNIVERSITY, INC. IS AVAILABLE TO STUDENTS WHO ARE DEGREE CANDIDATES, FOLLOWING GUIDELINES ESTABLISHED BY THE UNIVERSITY, THE U.S. DEPARTMENT OF EDUCATION AND THE WISCONSIN HIGHER EDUCATIONAL BOARD. THE UNIVERSITY RECEIVED FUNDS FROM THE FOLLOWING PROGRAMS ADMINISTERED BY THE U.S. DEPARTMENT OF EDUCATION AND HEALTH AND HUMAN SERVICES AND THE WISCONSIN HIGHER EDUCATION AIDS BOARD: FEDERAL PELL GRANT PROGRAM, FEDERAL SUPPLEMENTAL EDUCATION OPPORTUNITY GRANT PROGRAM,TEACH GRANT, FEDERAL PERKINS LOAN PROGRAM, FEDERAL COLLEGE WORK STUDY PROGRAM, FEDERAL DIRECT LOANS, PARENTS' LOAN PROGRAM, NATIONAL SCIENCE FOUNDATION, NATIONAL ENDOWMENT FOR THE HUMANITIES, WISCONSIN TUITION GRANT, WISCONSIN TIP GRANT, WISCONSIN MINORITY GRANT,WISCONSIN HANDICAP GRANT, WISCONSIN INDIAN GRANT, WISCONSIN COVENANT GRANT, WISCONSIN ACADEMIC EXCELLENCE SCHOLARSHIP, WISCONSIN DEPARTMENT OF PUBLIC INSTRUCTIONS, WISCONSIN VETERAN'S AND HEALTH RESOURCES AND SERVICES ADMINISTRATION SCHOLARSHIPS X X X X X X X 1 GONSER GERBER TINKER STUHR LLP 1776 LEGACY CIRCLE SUITE 100 NAPERVILLE IL 60563 CAMPAIGN FEASIBILITY STUDY 0 0 70329 0 PENTERA INC 8650 COMMERCE PARK PLACE SUITE G INDIANAPOLIS IN 46268 MARKETING AND LEAD GENERATION 0 0 24650 0 94979 CO IL KS KY MD MA MI MS NH NY ND OH OR WA WI PIONEER CLASSIC GOLF OUTING 66351 30525 35826 19699 66351 30525 35826 19699 19699 16127 1 SCHOLARSHIPS 3057 50551026 FMV PART I, LINE 2: THE ORGANIZATION MAINTAINS A POLICY AND PROCEDURES MANUAL WHICH OUTLINES THE ORGANIZATION'S POLICY ON AWARDING FEDERAL, STATE, AND INSTITUTIONAL ASSISTANCE TO STUDENTS. X X X 1 1 X X X X X 0 1 0 0 0 0 0 0 0 CINDY GNADINGER PRESIDENT 376769 0 0 0 14814 0 64326 0 19557 0 475466 0 0 0 MARK BLEGEN PROVOST/VP FOR ACADEMIC AF 208900 0 0 0 700 0 17309 0 18154 0 245063 0 0 0 DANA STUART VP FOR FINANCE AND ADMINIS 210113 0 0 0 2007 0 19737 0 11946 0 243803 0 0 0 HAMID AKBARI DEAN SCHOOL OF BUSINESS 181323 0 0 0 3407 0 14085 0 11337 0 210152 0 0 0 JANE HOPP ASSOCIATE VP FOR PARTNERSHIPS AND INNOVATION 173434 0 0 0 16565 0 15609 0 0 0 205608 0 0 0 THERESA BARRY VP FOR STUDENT AFFAIRS 161711 0 0 0 1507 0 15345 0 11946 0 190509 0 0 0 TEEGE METTILLE VP FOR ENROLLMENT 161619 0 0 0 336 0 14850 0 11850 0 188655 0 0 0 MOHAMMAD SAMMARAH CHIEF TECHNOLOGY OFFICER 151821 0 0 0 6198 0 11733 0 17195 0 186947 0 0 0 CHARLES BYLER DEAN OF THE COLLEGE OF ARTS AND SCIENCE 152779 0 0 0 863 0 14275 0 18020 0 185937 0 0 0 THOMAS PAHNKE DEAN OF COLLEGE OF HEALTH SCIENCES 148889 0 0 0 10154 0 13770 0 6310 0 179123 0 0 0 STEPHEN KUHN VP FOR INSTITUTIONAL ADVAN 108825 0 0 0 33369 0 11195 0 4699 0 158088 0 0 0 PART I, LINE 4B THE FOLLOWING INDIVIDUAL MADE CONTRIBUTIONS TO A 457(F) PLAN: CINDY GNADINGER- $35,000 A PNC BANK 221146430 NONEAVAIL 2012-12-20 4757272 REFINANCE OF 2001 ISSUE, BUILDING IMPROVEMENTS 0 0 0 B PNC BANK 221146430 NONEAVAIL 2017-05-04 3425008 REFINANCE OF 2006 ISSUE, BUILDING IMPROVEMENTS 0 0 0 A 4429004 4727272 55095 4672177 2008 0 0 1 1 B 1398438 3425008 55113 3369895 2008 0 0 1 1 A 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 A 1 0 0 0 0 0 B 1 0 0 0 0 0 A 1 B 1 STIER CONSTRUCTION INC SEE PART V BELOW 13959 DURING THE YEAR ENDED JUNE 30, 2021, CARROLL UNIVERSITY ENGAGED IN BUSINESS WITH STIER CONSTRUCTION INC. FRED STIER, WHO IS ON THE CARROLL UNIVERSITY BOARD OF TRUSTEES, IS THE OWNER OF STIER CONSTRUCTION INC. ALL BUSINESS THAT WAS CONDUCTED WAS AN ARM'S LENGTH TRANSACTION. 0 AURORA HEALTH CARE SEE PART V BELOW 194800 DURING THE YEAR ENDED JUNE 30, 2021, CARROLL UNIVERSITY ENGAGED IN BUSINESS WITH AURORA HEALTH CARE. DAVID LAATSCH, WHO IS ON THE CARROLL UNIVERSITY BOARD OF TRUSTEES, IS THE DIRECTOR OF STRATEGIC OPERATIONS AT AURORA HEALTH CARE. ALL BUSINESS THAT WAS CONDUCTED WAS AN ARM'S LENGTH TRANSACTION. 0 SCHEDULE L, PART IV, LINES 1-5, COLUMN B: LINE 1 - FRED STIER IS THE OWNER OF STIER CONSTRUCTION INC. & A TRUSTEE OF THE ORGANIZATION.LINE 2 - DAVID LAATSCH IS THE DIRECTOR OF STRATEGIC OPERATIONS AT AURORA HEALTH CARE & A TRUSTEE OF THE ORGANIZATION. X 200 FMV X 1864 FMV X 11 94045 HIGH/LOW X 2 165 FMV X GIFT CARDS 8 1235 FMV X SOFTWARE 1 400 FMV X SNOWSHOE RENTAL 1 260 FMV X SPORTING GOODS 1 100 FMV 0 1 0 FORM 990, PART VI, SECTION A, LINE 1 THE UNIVERSITY BYLAWS PERMIT AN EXECUTIVE COMMITTEE OF THE BOARD TO TAKE ACTION BETWEEN REGULARLY SCHEDULED MEETINGS OF THE BOARD AND TO ACT ON MATTERS REFERRED TO IT BY THE BOARD. ACTIONS INVOLVING SELECTION OR TERMINATION OF THE PRESIDENT, TRUSTEE OFFICERS, THE UNIVERSITY MISSION, VISION AND BYLAWS, DEBT, SALE OF CERTAIN PROPERTY, BUDGET AND TENURE AND PROMOTION REQUIRE ACTION BY THE FULL BOARD. FORM 990, PART VI, SECTION B, LINE 11B CARROLL UNIVERSITY'S FORM 990 WAS PREPARED BY AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTING FIRM. THE BOARD OF TRUSTEES HAS DELEGATED THE OVERSIGHT AND REVIEW OF THE FORM 990 TO THE AUDIT COMMITTEE. A DRAFT OF THE FULL DISCLOSURE FORM 990 WAS PROVIDED ELECTRONICALLY TO THE BOARD OF TRUSTEES AUDIT COMMITTEE FOR REVIEW AND THE FINALIZED VERSION OF FORM 990 WAS FILED WITH THE IRS ON OR BEFORE THE FILING DEADLINE. TO RESPECT THE WISHES OF CERTAIN DONORS TO REMAIN ANONYMOUS, WE HAVE CHOSEN NOT TO PROVIDE A FULL DISCLOSURE COPY OF THE 990 TO THE FULL GOVERNING BOARD OF CARROLL UNIVERSITY. A FULL DISCLOSURE COPY, WITH ALL DONOR INFORMATION, WILL BE FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE OFFICE OF THE PRESIDENT COLLECTS CONFLICT OF INTEREST DISCLOSURES ANNUALLY, CONFLICTS DISCLOSED ARE DISCUSSED WITH FINANCIAL OFFICERS AND, IF REQUIRED, TRUSTEES. IN ALL CASES, A PERSON WITH A CONFLICT IS EXCUSED FROM ANY DECISION RELATED TO THE CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 THE BYLAWS OF CARROLL UNIVERSITY, INC. ESTABLISH A COMPENSATION COMMITTEE THAT HAS GENERAL OVERSIGHT OF THE UNIVERSITY'S COMPENSATION PLAN. SPECIFIC DUTIES OF THE COMMITTEE INCLUDE THE RESPONSIBILITY TO: (A)REQUEST AND REVIEW, ON AT LEAST AN ANNUAL BASIS, THE COMPENSATION POLICIES FOR THE UNIVERSITY, INCLUDING ALL PERTINENT AND CURRENT COMPENSATION STUDIES, FORECASTS AND STATISTICS TO ENSURE THAT COMPENSATION IS NOT ONLY REASONABLE, BUT ALSO APPROPRIATE AND COMPETITIVE TO ATTRACT AND RETAIN QUALIFIED PERSONNEL, INCLUDING THE PRESIDENT AND OTHER KEY EMPLOYEES. THE COMMITTEE MAY ALSO CONSIDER INPUT OBTAINED FROM OTHER MEMBERS OF THE BOARD, FACULTY, STAFF, STUDENTS, ALUMNI AND COMMUNITY MEMBERS. AN ANNUAL REPORT REGARDING THIS REVIEW SHALL BE PRESENTED TO THE FULL BOARD. (B)RECOMMEND TO THE BOARD, FOR APPROVAL, COMPENSATION CHANGES FOR THE PRESIDENT AND OTHER KEY EMPLOYEES OF THE UNIVERSITY. DURING SUCH DELIBERATIONS, THE PRESIDENT AND OTHER KEY EMPLOYEES SHALL NOT BE PRESENT WHEN DISCUSSED. (C)OVERSEE THE DEVELOPMENT WHEN APPROPRIATE, THE EXECUTIVE AGREEMENT FOR THE PRESIDENT OF THE UNIVERSITY. (D)PERFORM ANY/ALL OTHER ACTIVITIES, AS REQUESTED BY THE BOARD THAT RELATE TO THE OVERSIGHT OF COMPENSATION FOR THE PRESIDENT OF THE UNIVERSITY AND OTHER KEY EMPLOYEES OF THE UNIVERSITY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGES IN VALUES OF SPLIT INTEREST AGREEMENTS -28,091. FORM 990, PART XII, LINE 2C: NO CHANGE FROM PRIOR YEAR.