THE ROOTS INITIATIVE: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: THE ROOTS INITIATIVE (EIN 32-0659999)
Tax period: 2023-11-01 to 2023-12-31
Filed: 2025-08-14
IRS object ID: 202522269349303282
Schema version: 2023v6.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-08-14T20:40:48-05:00	ReturnTs
Tax Period End	2023-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	922516147	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	HML FINANCIAL SERVICES	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	8825 S CLYDE AVE	AddressLine1Txt
City	CHICAGO	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	60617	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2023-11-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	320659999	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE ROOTS INITIATIVE	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	ROOT	BusinessNameControlTxt
Phone	7737879050	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	12105 S LASALLE STREET	AddressLine1Txt
City	CHICAGO	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	60628	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	TANESHA PEEPLES	PersonNm
Person Title	CHIEF EXECUTIVE OFFICER	PersonTitleTxt
Phone	7737879050	PhoneNum
Signature	2025-04-30	SignatureDt
Discuss With Paid Preparer	0	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (1)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	HELEMA LEWIS	PreparerPersonNm
PTIN	P03017843	PTIN
Phone	7736030929	PhoneNum
Self Employed	Yes (X)	SelfEmployedInd

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	TANESHA PEEPLES	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	12105 S LASALLE ST	AddressLine1Txt
City	CHICAGO	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	60628	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$1,601	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	https://www.therootsinitiative.org/	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	2021	FormationYr
Legal Domicile State	IL	LegalDomicileStateCd
Activity Or Mission	TO ACTIVATE BLACK YOUTH AS THE ARCHITECTS AND LEADERS OF TRANSFORMATIVE CIVIC AND SOCIAL CHANGE IN THEIR COMMUNITIES AND BEYOND. WE BELIEVE THAT, WHEN YOUTH ARE PROVIDED WITH THE SOCIAL-EMOTIONAL SUPPORTS, EDUCATION, AND RESOURCES TO UNDERSTAND THEIR POWER, IDENTITY, CULTURE, AND INHERENT GENIUS, THEN THEY WILL HAVE A GREATER SENSE OF POSSIBILITY AS WELL AS THE CONFIDENCE AND KNOWLEDGE TO ENGAGE CIVICALLY, RESULTING IN POSITIVE ECONOMIC, CIVIC AND SOCIAL CHANGE IN THEIR COMMUNITIES AND CITY.	ActivityOrMissionDesc
Voting Members Governing Body	5	VotingMembersGoverningBodyCnt
Voting Members Independent	5	VotingMembersIndependentCnt
Total Employee	0	TotalEmployeeCnt
Total Gross UBI	$0	TotalGrossUBIAmt
PY Contributions Grants	$89,919	PYContributionsGrantsAmt
CY Contributions Grants	$1,601	CYContributionsGrantsAmt
PY Program Service Revenue	$200,000	PYProgramServiceRevenueAmt
CY Program Service Revenue	$0	CYProgramServiceRevenueAmt
CY Investment Income	$0	CYInvestmentIncomeAmt
CY Other Revenue	$0	CYOtherRevenueAmt
PY Total Revenue	$289,919	PYTotalRevenueAmt
CY Total Revenue	$1,601	CYTotalRevenueAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid	$11,000	CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$4,378	CYTotalFundraisingExpenseAmt
PY Other Expenses	$28,882	PYOtherExpensesAmt
CY Other Expenses	$5,854	CYOtherExpensesAmt
PY Total Expenses	$28,882	PYTotalExpensesAmt
CY Total Expenses	$16,854	CYTotalExpensesAmt
PY Revenues Less Expenses	$261,037	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$15,253	CYRevenuesLessExpensesAmt
Total Assets BOY	$262,996	TotalAssetsBOYAmt
Total Assets EOY	$247,742	TotalAssetsEOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$262,996	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$247,742	NetAssetsOrFundBalancesEOYAmt
Mission	TO NBSP;ACTIVATE NBSP;BLACK NBSP;YOUTH NBSP;AS NBSP;THE NBSP;ARCHITECTS NBSP;AND NBSP;LEADERS NBSP;OF NBSP;TRANSFORMATIVE NBSP;CIVIC NBSP;AND NBSP;SOCIAL NBSP;CHANGE NBSP;IN NBSP;THEIR NBSP;COMMUNITIES NBSP;AND NBSP;BEYOND NBSP;WE NBSP;BELIEVE NBSP;THAT NBSP;WHEN NBSP;YOUTH NBSP;ARE NBSP;PROVIDED NBSP;WITH NBSP;THE NBSP;SOCIAL-EMOTIONAL NBSP;SUPPORTS NBSP;EDUCATION NBSP;AND NBSP;RESOURCES NBSP;TO NBSP;UNDERSTAND NBSP;THEIR NBSP;POWER NBSP;IDENTITY NBSP;CULTURE NBSP;AND NBSP;INHERENT NBSP;GENIUS NBSP;THEN NBSP;THEY NBSP;WILL NBSP;HAVE NBSP;A NBSP;GREATER NBSP;SENSE NBSP;OF NBSP;POSSIBILITY NBSP;AS NBSP;WELL NBSP;AS NBSP;THE NBSP;CONFIDENCE NBSP;AND NBSP;KNOWLEDGE NBSP;TO NBSP;ENGAGE NBSP;CIVICALLY NBSP;RESULTING NBSP;IN NBSP;POSITIVE NBSP;ECONOMIC NBSP;CIVIC NBSP;AND NBSP;SOCIAL NBSP;CHANGE NBSP;IN NBSP;THEIR NBSP;COMMUNITIES NBSP;AND NBSP;CITY	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$9,571	ExpenseAmt
Desc	WE IMMERSE BLACK MIDDLE SCHOOL YOUTH IN DYNAMIC LEADERSHIP DEVELOPMENT THROUGH OUR YEAR-ROUND PROGRAMMING. WE HOST HANDS-ON WORKSHOPS AND ENGAGING COMMUNITY PROJECTS OUR PROGRAMS CULTIVATE ESSENTIAL SKILLS FOSTER STRONG CONNECTIONS AND EMPOWER YOUNG LEADERS TO DRIVE IMPACTFUL SOCIAL CHANGE.	Desc
Total Program Service Expenses	$9,571	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	0	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	0	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	0	ReportLandBuildingEquipmentInd
Report Investments Other Sec	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	0	ReportOtherLiabilitiesInd
Include FIN48 Footnote	0	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	0	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	0	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	0	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Invest Tax Exempt Bonds	0	InvestTaxExemptBondsInd
Escrow Account	0	EscrowAccountInd
On Behalf Of Issuer	0	OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	0	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	0	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	0	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Employee	0	EmployeeCnt
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Foreign Country	AF	ForeignCountryCd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	Yes (1)	QuidProQuoContributionsInd
Quid Pro Quo Contri Discl	Yes (1)	QuidProQuoContriDisclInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	5	GoverningBodyVotingMembersCnt
Independent Voting Member	5	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	0	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	IL	StatesWhereCopyOfReturnIsFldCd
Other Website	Yes (X)	OtherWebsiteInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	TANESHA PEEPLES	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	7737879050	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	12105 S LASALLE STREET	AddressLine1Txt
City	CHICAGO	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	60628	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (5 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd
TANESHA PEEPLES
CEO AND PRESIDENT	020.00	Yes (X)	$11,000	$0	$0
MARSHA WASHINGTON
SECRETARY	001.00		$0	$0	$0	Yes (X)
MAURICE COOK
DIRECTOR	001.00		$0	$0	$0	Yes (X)
BRITTANY HOGAN
DIRECTOR	001.00		$0	$0	$0	Yes (X)
JOSEPH BUTLER
TREASURER	001.00		$0	$0	$0	Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$11,000	TotalReportableCompFromOrgAmt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	0	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd
All Other Contributions	$1,601	AllOtherContributionsAmt
Total Contributions	$1,601	TotalContributionsAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,601	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$11,000	TotalAmt
Program Services	$4,400	ProgramServicesAmt
Management And General	$3,300	ManagementAndGeneralAmt
Fundraising	$3,300	FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$1,500	TotalAmt
Program Services	$1,250	ProgramServicesAmt
Fundraising	$250	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$204	TotalAmt
Fundraising	$204	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$660	TotalAmt
Program Services	$528	ProgramServicesAmt
Management And General	$132	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$624	TotalAmt
Fundraising	$624	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$2,866	TotalAmt
Program Services	$2,293	ProgramServicesAmt
Management And General	$573	ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$16,854	TotalAmt
Program Services	$8,471	ProgramServicesAmt
Management And General	$4,005	ManagementAndGeneralAmt
Fundraising	$4,378	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$262,996	BOYAmt
EOY	$247,742	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$262,996	BOYAmt
EOY	$247,742	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$262,996	BOYAmt
EOY	$247,742	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$262,996	BOYAmt
EOY	$247,742	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$262,996	BOYAmt
EOY	$247,742	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	-$15,253	ReconcilationRevenueExpnssAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	0	FSAuditedInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Public Organization170	Yes (X)	PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus1 Year	$289,919	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,601	CurrentTaxYearAmt
Total	$291,520	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus1 Year	$289,919	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,601	CurrentTaxYearAmt
Total	$291,520	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total170	$291,520	PublicSupportTotal170Amt
Total Support	$291,520	TotalSupportAmt
First5 Years170	Yes (X)	First5Years170Ind
Public Support CY170	0	PublicSupportCY170Pct
Public Support PY170	0	PublicSupportPY170Pct

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
CY Adj Net Income Distributable	$0	CYAdjNetIncomeDistributableAmt
CY Pct85 Adjusted Net Income	$0	CYPct85AdjustedNetIncomeAmt
CY Total Min Ast Distributable	$0	CYTotalMinAstDistributableAmt
CY Greater Adjusted Minimum	$0	CYGreaterAdjustedMinimumAmt
CY Income Tax Imposed PY	$0	CYIncomeTaxImposedPYAmt
CY Distributable As Adjusted	$0	CYDistributableAsAdjustedAmt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART VI, SECTION B, LINE 11B	THE TAX RETURN IS SHARED WITH THE BOARD MEMBERS AFTER ITS PREPARATION, A SPECIAL BOARD MEETING IS HELD TO REVIEW AND APPROVE THE TAX RETURN FOR FILING.
PART VI, SECTION B, LINE 12C	ALL MEMBERS COMPLETE AN ANNUAL QUESTIONNAIRE. IT IS DOCUMENTED AT THE 1ST MEETING OF THE NEW YEAR. ALL RESPONSES ARE REVIEWED BY THE ENTIRE BOARD.
PART VI, SECTION B, LINE 15A	COMPENSATION FOR ALL IS ANNUALLY REVIEWED BY THE BOARD OF DIRECTORS AND DOCUMENTED IN THE BOARD MEETING MINUTES.
PART VI, SECTION C, LINE 19	THE ORGANIZATIONS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST DURING THE YEAR.
OTHER	FORM 1128 WAS APPROVED - CHANGING FISCAL YEAR TO 12/31 PART I - REVENUE/EXPENSES AND SCH A PART II PRIOR YEAR INCOME AND EXPENSES WERE REPORTED FOR THE FISCAL PERIOD 11/1/2022-10/31/2023 AND FILED APPROPRIATELY ON 7/9/2024.