2020-10-29T10:23:11-05:00 2020-06-30 232108173 RKL LLP 1330 BROADCASTING ROAD PO BOX 7008 WYOMISSING PA 196106008 990 2019-07-01 231352161 PARTNERSHIP FOR BETTER HEALTH PART 7179609009 274 WILSON STREET CARLISLE PA 17013 REBECCA H RALEY EXECUTIVE DIRECTOR 7179609009 2020-10-26 1 STEPHANIE E KANE CPA P01275157 6103761595 2020-10-26 70.44.128.189 2020-10-26 21:39:28 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 2D35D60850C90B6B68920CDACE80E2ECB50E9B3F 2019 2021-01-29 14:40:06Z REBECCA H RALEY 274 WILSON STREET CARLISLE PA 17013 32005133 0 X WWW.FORBETTERHEALTHPA.ORG X 2001 PA THE PARTNERSHIP FOR BETTER HEALTH CHAMPIONS AND INVESTS IN IDEAS, INITIATIVES, AND COLLABORATIONS THAT IMPROVE THE HEALTH OF THE PEOPLE AND COMMUNITIES IN OUR REGION. 15 15 7 40 0 0 1765402 1778090 0 0 1032120 4128107 92605 63485 2890127 5969682 1630397 2390307 0 0 587771 598277 0 0 31956 400938 364016 2619106 3352600 271021 2617082 89646906 88771705 1140047 1335339 88506859 87436366 X THE PARTNERSHIP FOR BETTER HEALTH CHAMPIONS AND INVESTS IN IDEAS, INITIATIVES, AND COLLABORATIONS THAT IMPROVE THE HEALTH OF THE PEOPLE AND COMMUNITIES IN OUR REGION. 0 0 2944272 2390307 3614 THE PARTNERSHIP FOR BETTER HEALTH ("FOUNDATION") PROVIDES FUNDING FOR GRANTS AND INITIATIVES THAT SEEK TO ELIMINATE HEALTH DISPARITIES AND ADDRESS THE ROOTS OF HEALTH ISSUES, TOWARDS ENSURING THAT ALL PEOPLE HAVE THE CHANCE TO ENJOY HEALTHY LIVES. IN 2019-2020, THE FOUNDATION INVESTED A TOTAL OF $2,390,000 IN COMMUNITY GRANTS, INITIATIVES AND PROGRAM SERVICES. THESE GRANTS AND INITIATIVES FOCUS ON THREE PRIORITIES:1. BUILDING HEALTHY COMMUNITIES: WE SUPPORT DECISIONS, CONDITIONS AND SYSTEMS CHANGE EFFORTS THAT ENABLE PEOPLE TO LIVE HEALTHIER LIVES IN THEIR SCHOOLS, WORKPLACES, HOMES AND NEIGHBORHOODS. 2. ENSURING ACCESS FOR ALL: WE INVEST IN GRANTS AND INITIATIVES THAT INCREASE ACCESS TO MEDICAL, DENTAL AND BEHAVIORAL HEALTH SERVICES FOR INDIVIDUALS THROUGHOUT OUR REGION, ESPECIALLY THOSE WHO ARE MOST VULNERABLE TO POOR HEALTH. 3. STRENGTHENING HEALTH CAPACITIES: WE STRIVE TO ADVANCE THE ABILITY OF ORGANIZATIONS AND PARTNERS TO ENGAGE IN COMPREHENSIVE STRATEGIES THAT IMPROVE HEALTH. TOGETHER, WITH MANY OTHERS IN OUR REGION, WE SEEK TO FOSTER A VIBRANT CULTURE OF LEARNING, GROWTH AND COLLABORATION. THE FOUNDATION PROVIDED $1.45 MILLION IN COMMUNITY GRANTS TO OVER 50 ORGANIZATIONS, INCLUDING $335,000 TO BUILD HEALTHY COMMUNITIES, $1,029,000 TO ENSURE HEALTH ACCESS FOR ALL, AND $84,000 TO STRENGTHEN HEALTH CAPACITIES. AT THE ONSET OF THE COVID-19 PANDEMIC, THE FOUNDATION MOBILIZED QUICKLY TO MAKE AN ADDITIONAL $630,000 AVAILABLE FOR 53 RAPID RESPONSE EMERGENCY GRANTS TO ASSIST NONPROFITS IN RESPONDING TO THE NOVEL CORONAVIRUS. THE EMERGENCY GRANTS MET A RANGE OF PRESSING NEEDS THAT INCLUDED HELPING EMERGENCY RESPONDERS REMAIN PREPARED AND PROTECTED, INCREASING ACCESS TO VIRTUAL HEALTH SERVICES, ASSISTING DISPLACED WORKERS, AND ENSURING SAFE CHILD CARE AND SHELTER ENVIRONMENTS. THE FOUNDATION CONTINUALLY STRIVES TO IDENTIFY COMMUNITY HEALTH NEEDS THAT ARE NOT CURRENTLY BEING ADDRESSED AND SPEARHEADS INITIATIVES TO FILL CRITICAL GAPS. THIS YEAR, OVER $139,000 WAS DEDICATED TO COLLABORATIVE INITIATIVES TO REDUCE HOMELESSNESS, AND RAISE AWARENESS ABOUT THE OPIOID EPIDEMIC AND NEED FOR FAMILY SUSTAINING WAGES. SIMULTANEOUSLY, THE FOUNDATION SEEKS TO DEVELOP THE INTERNAL CAPACITIES OF LOCAL NONPROFIT ORGANIZATIONS THROUGH ITS NONPROFIT TRAINING INSTITUTE AND ANNUAL MATCH MADNESS FUNDRAISING CAMPAIGN. 2944272 1 1 0 1 0 0 0 0 0 0 1 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 16 0 1 7 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X BARBARA KIRK 7179609009 274 WILSON STREET CARLISLE PA 17013 JOSEPH VANCOSKY CHAIRPERSON 3.00 X X 0 0 0 DEBORAH FULHAM WINSTON VICE CHAIR 3.00 X X 0 0 0 CHRISTOPHER FARRANDS TREASURER 3.00 X X 0 0 0 NANCY GREGOR SECRETARY 3.00 X X 0 0 0 LORI AMEY BOARD MEMBER 3.00 X 0 0 0 THERESA ARNDT BOARD MEMBER 3.00 X 0 0 0 WIN CLELAND BOARD MEMBER 2.00 X 0 0 0 BENJAMIN DUM JR BOARD MEMBER 2.00 X 0 0 0 MOLLY FORTNEY BOARD MEMBER 2.00 X 0 0 0 HELEN HOUPT BOARD MEMBER 2.00 X 0 0 0 GEORGE POMEROY PHD BOARD MEMBER 2.00 X 0 0 0 ALVIN BLITZ ESQ BOARD MEMBER 2.00 X 0 0 0 TRISH NIEMTIZ BOARD MEMBER 2.00 X 0 0 0 ELLEN PETERS OTTO BOARD MEMBER 2.00 X 0 0 0 MARK PRICE BOARD MEMBER 2.00 X 0 0 0 REBECCA H RALEY EXECUTIVE DIRECTOR 45.00 X 112534 0 33941 BARBARA KIRK FINANCE DIRECTOR 30.00 X 57829 0 23543 170363 0 57484 1 0 0 0 0 1778090 1778090 1431352 1431352 28732206 26035451 2696755 2696755 2696755 GROUP ANNUITY EXPERIENCE CREDIT 900099 59871 59871 OTHER REVENUE 900099 3614 3614 63485 5969682 3614 0 4187978 2390307 2390307 239691 140009 99238 444 274914 200375 56631 17908 17465 10554 4480 2431 32611 21865 8377 2369 33596 22713 9468 1415 719 435 284 14080 14080 134435 134435 13369 10967 1756 646 10013 5803 4210 5420 1672 3587 161 21448 10187 9134 2127 7012 5393 1350 269 1425 1425 8117 3604 3409 1104 11507 11507 INITIATIVES 80468 80468 REPAIRS & MAINTENANCE 23727 10903 9879 2945 EVENTS & COMMUNITY DEVE 22748 22748 MISCELLANEOUS EXPENSE 6331 3878 2366 87 3197 966 2181 50 3352600 2944272 376372 31956 214979 280793 16798 17333 820932 662453 158321 158479 44635030 42870031 44621778 45445069 89646906 88771705 78402 74519 1061645 1260820 1140047 1335339 X 42377537 40571270 46129322 46865096 88506859 87436366 89646906 88771705 X 2617082 -4496679 809104 X X 0 1 X 1 0 X 1444966 1449748 1523600 1765402 1778090 7961806 1444966 1449748 1523600 1765402 1778090 7961806 5445962 2515844 1175515 1037909 1119617 1240916 1431353 6005310 177879 101182 67551 86129 59871 492612 14459728 17186 0.17400 0.19470 X PARTNERSHIP FOR BETTER HEALTH IS A PUBLICLY SUPPORTED ORGANIZATION BASED ON THE FACTS AND CIRCUMSTANCES TEST OF TREASURY REG 1 170A-9(F)(3). PARTNERSHIP FOR BETTER HEALTH RECEIVED PUBLIC SUPPORT ABOVE 10% FOR THE FIVE YEAR PERIOD ENDING JUNE 30, 2020. THE ORGANIZATION RECEIVED APPROXIMATELY 17.38% OF ITS SUPPORT FROM THE GENERAL PUBLIC. PARTNERSHIP FOR BETTER HEALTH IS ORGANIZED AND OPERATED TO ATTRACT NEW AND ADDITIONAL SUPPORT ON A CONTINUOUS BASIS FROM THE GENERAL PUBLIC AND OTHER EXEMPT ORGANIZATIONS. PARTNERSHIP FOR BETTER HEALTH'S BOARD OF TRUSTEES IS COMPRISED OF INDIVIDUALS WHO ARE CIVIC AND BUSINESS LEADERS AND THUS IS REPRESENTATIVE OF THE PUBLIC INTEREST. THE BOARD IS DESIGNED TO BE REPRESENTATIVE OF, AND KNOWLEDGEABLE ABOUT THE COMMUNITY AND ITS HEALTH NEEDS. FINALLY, THE PARTNERSHIP FOR BETTER HEALTH HAS DEMONSTRATED ITS PUBLICLY SUPPORTED NATURE BY FULFILLING ITS PRINCIPAL CHARGE, WHICH HISTORICALLY HAS BEEN TO SUPPORT A CHARITABLE MISSION RELATED TO IMPROVING ACCESS TO AND DELIVERY OF HEALTH CARE THROUGHOUT THE REGION. THIS MISSION ORIGINATES FROM THE ORGANIZATION'S PREDECESSOR ORGANIZATION, CARLISLE HEALTH SERVICES CORPORATION (THE FORMER CARLISLE HOSPITAL), THE SALE OF WHICH ESTABLISHED TODAY'S ORGANIZATION. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1148 109 1257 2943015 2944272 297214 74304 0 0 260719 263793 257596 297214 1079322 1618983 3399 28 2000 1257 6684 65180 65948 64399 74304 269831 404747 3000 2000 1148 6148 131911 131911 620183 601332 18851 68838 61121 7717 158479 BENEFICIAL INTEREST IN PERPETUAL TRUSTS 45283928 ASSETS HELD IN TRUST - TEMP RESTRICT 146833 RJ CHMCF WEIDNER ENDOWMENT 14308 45445069 X 2147673 -4496679 809105 -3687574 5835247 134435 134435 5969682 3218165 0 3218165 134435 134435 3352600 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER THE INTERNAL REVENUE CODE, SECTION 501(C)(3). ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION, INCLUDING WHETHER THE ENTITY IS EXEMPT FROM INCOME TAXES. MANAGEMENT EVALUATED THE TAX POSITIONS TAKEN AND CONCLUDED THAT THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. WITH FEW EXCEPTIONS, THE ORGANIZATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR YEARS PRIOR TO THE YEAR ENDED JUNE 30, 2016. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF TRUSTS 809,104. ROUNDING 1. 1 CUMBERLAND COUNTY HOUSING & REDEVELOPMENT AUTHORITY 114 N HANOVER ST CARLISLE PA 17013 270996759 170(C)(1) 39000 PLACEMENT FOR HOMELESS CFR PROPERTY GROUP LLC 161 NICOLE ST MARIETTA PA 17547 843453533 26352 NEW MEN'S RECOVERY HOUSE NATIONAL PREVENTION SCIENCE COALITION TO IMPROVE LIVES INC DICKINSON COLLEGE PO BOX 1773 CARLISLE PA 17013 472540050 501(C)(3) 99690 PROGRAM SUPPORT NEW HOPE MINISTRIES INC PO BOX 448 99 W CHURCH ST DILLSBURG PA 17019 232223120 501(C)(3) 55000 PROGRAM SUPPORT NEW LIFE COMMUNITY 64 E NORTH ST CARLISLE PA 17013 250765225 501(C)(3) 72451 PROGRAM SUPPORT PA REAL ESTATE SETTLEMENT SERVICES LLC 354 ALEXANDER SPRING RD CARLISLE PA 17015 201892322 73648 NEW MEN'S RECOVERY HOUSE PENNSYLVANIA HEALTH ACCESS NETWORK 1501 CHERRY ST PHILADELPHIA PA 19102 474876589 501(C)(3) 49500 PROGRAM SUPPORT PENNSYLVANIA IMMIGRANT & REFUGEE WOMEN'S NETWORK 2101 N FRONT ST BLDG 2 HARRISBURG PA 17110 030429146 501(C)(3) 9998 PROGRAM SUPPORT PENNSYLVANIA MENTAL HEALTH CONSUMERS ASSOCIATION 4105 DERRY ST HARRISBURG PA 17111 232484283 501(C)(3) 20000 PROGRAM SUPPORT PERRY COUNTY LITERACY COUNCIL PO BOX 37 NEWPORT PA 17074 232450099 501(C)(3) 5775 PROGRAM SUPPORT PROJECT SHARE OF CARLISLE 5 N ORANGE ST CARLISLE PA 17013 270531231 501(C)(3) 32310 PROGRAM SUPPORT REINS OF RHYTHM RIDING & HORSEMANSHIP 4035 MCCLAYS MILL RD SHIPPENSBURG PA 17257 455296444 501(C)(3) 10000 PERSONAL PROTECTION EQUIPMENT SADLER HEALTH CENTER CORPORATION 100 N HANOVER ST CARLISLE PA 17013 542082673 501(C)(3) 497096 PROGRAM SUPPORT SAFE HARBOUR INC 102 W HIGH ST CARLISLE PA 17013 232405118 501(C)(3) 24780 PREPARE SHELTER AND BASIC NEEDS BIG BROTHERS BIG SISTERS OF THE CAPITAL REGION 1500 N 2ND ST HARRISBURG PA 17102 232260248 501(C)(3) 25000 GROW BIG GROW WELL SAMARITAN FELLOWSHIP PO BOX 495 CARLISLE PA 17013 232054289 501(C)(3) 20000 PROVIDE SHELTER AND RENTAL ASSISTANCE SHIPPENSBURG AREA EMERGENCY MEDICAL SERVICES PO BOX 495 SHIPPENSBURG PA 17257 251818234 501(C)(3) 14071 PERSONAL PROTECTIVE EQUIPMENT SHIPPENSBURG AREA SCHOOL DISTRICT 317 N MORRIS ST SHIPPENSBURG PA 17257 236005187 501(C)(3) 6000 PROGRAM SUPPORT SHIPPENSBURG PRODUCE AND OUTREACH 130 S PENN ST SHIPPENSBURG PA 17257 454154591 501(C)(3) 23900 PROGRAM SUPPORT SHIPPENSBURG UNIVERSITY FOUNDATION 1871 OLD MAIN DR SHIPPENSBURG PA 17257 232046093 501(C)(3) 13469 PROGRAM SUPPORT SOUTHAMPTON TOWNSHIP CUMBERLAND COUNTY PARK & REC 56 CLEVERSBURG RD SHIPPENSBURG PA 17257 231976582 501(C)(3) 10000 PROGRAM SUPPORT SPIRITRUST LUTHERAN 1050 PENNSYLVANIA AVE YORK PA 17404 231352161 501(C)(3) 6000 PERSONAL PROTECTIVE EQUIPMENT SUMMER PROGRAM FOR YOUTH PO BOX 612 CARLISLE PA 17013 251798756 501(C)(3) 6300 PROGRAM SUPPORT UPMC PINNACLE FOUNDATION 409 S 2ND ST HARRISBURG PA 17104 251778644 501(C)(3) 120000 NURSE FAMILY PARTNERSHIP VALLEY YOUTH HOUSE COMMITTEE INC 3400 HIGH POINT BLVD BETHLEHEM PA 18017 237178820 501(C)(3) 8180 PROGRAM SUPPORT VIGILANT HOSE COMPANY 1 20 WALNUT BOTTOM RD SHIPPENSBURG PA 17257 237422266 501(C)(3) 16000 PROGRAM SUPPORT MILLERSTOWN SENIOR CITIZENS CENTER INC 99 W GREENWOOD ST PO BOX 564 MILLERSTOWN PA 17062 231352161 501(C)(3) 6575 PROGRAM SUPPORT MERAKEY FOUNDATION 620 E GERMANTOWN PIKE LAFAYETTE PA 19444 233005583 501(C)(3) 6292 PURCHASE EQUIPMENT AND TECHNOLOGY RESOURCES MARANATHA - CARLISLE 17 E HIGH ST STE 104 CARLISLE PA 17013 205164840 501(C)(3) 44872 PROGRAM SUPPORT WEST END FIRE & RESCUE COMPANY 3 49 LURGAN AVE SHIPPENSBURG PA 17257 251465309 501(C)(3) 19000 PROGRAM SUPPORT CARLISLE FAMILY YMCA 311 S WEST ST CARLISLE PA 17013 231386198 501(C)(3) 6500 PURCHASE PERSONAL PROTECTIVE EQUIPMENT COMMUNITY CARES 50 W PENN ST CARLISLE PA 17013 263194660 501(C)(3) 117155 PROGRAM SUPPORT DIAKON CHILD FAMILY MINISTRIES 1022 N UNION ST MIDDLETOWN PA 17057 465390969 501(C)(3) 8684 TELEHEALTH FOR FAMILY LIFE SERVICES SUBSTANCE ABUSE SERVICES 100 N CAMERON ST STE 401-E HARRISBURG PA 17101 251861015 501(C)(3) 5400 PROGRAM SUPPORT THE SALVATION ARMY 20 E POMFRET ST CARLISLE PA 17013 135562351 501(C)(3) 28610 MATCHING FUNDS & PROGRAM SUPPORT YWCA CARLISLE 301 G ST CARLISLE PA 17103 231429866 501(C)(3) 15616 HEALTHY RELATIONSHIPS PROJECT FOR STUDENTS WITH ALTERNATIVE EDUCATION ADAMS REGIONAL EMERGENCY MEDICAL SERVICES INC 13 N BOLTON ST NEW OXFORD PA 17350 473549116 501(C)(3) 18719 PROGRAM SUPPORT BOYS & GIRLS CLUB OF CHAMBERSBURG AND SHIPPENSBURG 73 BURD ST SHIPPENSBURG PA 17257 271658752 501(C)(3) 10000 PROGRAM SUPPORT CENTRAL PENNSYLVANIA FOOD BANK 3908 COREY RD HARRISBURG PA 17109 232202250 501(C)(3) 125000 PROGRAM SUPPORT CENTRAL PERRY COMMUNITY SENIOR CITIZEN'S CENTER 277 W MAIN ST NEW BLOOMFIELD PA 17068 232968799 501(C)(3) 8000 TRANSFORM TRADITIONAL IN-HOUSE SERVICES INTO SAFE HOME DELIVERY SERVICES MERAKEY 33 STATE AVE CARLISLE PA 17013 232799679 501(C)(3) 186000 PSYCHIATRIC SERVICES CIVIC CLUB SHIPPENSBURG PO BOX 593 SHIPPENSBURG PA 17257 231394564 501(C)(3) 40000 PROVIDE FREE IN-HOME HEALTH SERVICES CUMBERLAND VALLEY RAILS TO TRAILS PO BOX 531 SHIPPENSBURG PA 17257 232630981 501(C)(3) 50000 RESURFACING 3 MILES OF STONE DUST TRAIL CUMBERLAND YOUTH CYCLING DEVELOPMENT 505 MOORELAND AVE CARLISLE PA 17013 822627750 501(C)(3) 7000 PROGRAM SUPPORT DIAKON LUTHERAN SOCIAL MINISTRIES 1022 N UNION ST MIDDLETOWN PA 17057 231857015 501(C)(3) 9540 PURCHASE PERSONAL PROTECTIVE EQUIPMENT DUNCANNON EMS 16 SHERMANTA DR DUNCANNON PA 17020 232433935 501(C)(3) 13750 PAYROLL SUPPORT TO FIRST RESPONDERS FARMERS ON THE SQUARE 2A N HANOVER ST CARLISLE PA 17013 452436549 501(C)(3) 16435 PROGRAM SUPPORT FOOD TRUST 1617 JOHN F KENNEDY BLVD STE 900 PHILADELPHIA PA 19103 232678383 501(C)(3) 15000 PROGRAM SUPPORT HOPE STATION OPPORTUNITY AREA NEIGHBORHOOD COUNCIL 149 W PENN ST CARLISLE PA 17013 251886489 501(C)(3) 25000 PROGRAM SUPPORT IN HIM CHRISTIAN WITNESS 355 N 21ST ST STE 208 CAMP HILL PA 17011 812117172 501(C)(3) 5400 MENTAL HEALTH SERVICES JOIN HANDS MINISTRY 51 S CHURCH ST PO BOX 335 NEW BLOOMFIELD PA 17068 320271270 501(C)(3) 14400 PROVIDE HOUSING ASSISTANCE LANDISBURG EMS INC PO BOX 122 LANDISBURG PA 17040 231352161 501(C)(3) 17517 PROGRAM SUPPORT LEAF PROJECT INC 554 WARM SPRINGS RD LANDISBURG PA 17040 475215954 501(C)(3) 12454 PROGRAM SUPPORT CUMBERLAND GOODWILL FIRE RESCUE EMS INC 519 S HANOVER ST CARLISLE PA 17013 232298422 501(C)(3) 25000 PERSONAL PROTECTIVE EQUIPMENT WEST SHORE ADVANCED LIFE SUPPORT SUPPORT SERVICES INC 205 GRANDVIEW AVE STE 211 CAMP HILL PA 17011 232463002 501(C)(3) 25000 PROGRAM SUPPORT 53 2 SCHEDULE I, PAGE 1, PART I, LINE 2 THE ORGNIZATION USES FIVE CRITICAL MECAHNISMS TO ENSURE THAT GRANT FUNDS ARE APPROPRIATELY APPLIED TO ACHIEVE DESIRED GOALS 1) GRANT APPLICATIONS IN WHICH PROSPECTIVE GRANTEES SPECIFY PROJECT ACTIVITIES, PROGRAM OUTCOMES, EVALUATION STRATEGIES, AND BUDGET. 2) GRANT CONTRACTS THAT CONFIRM PROJECT ACTIVITIES, PROGRAM OUTCOMES, EVALUATION PLANS, REPORTING REQUIREMENTS AND SITE VISIT PLANS. 3) SITE VISITS BY ORGANIZATION STAFF AND VOLUNTEERS WHICH ALLOW FOR AN OPEN DIALOGUE BETWEEN PROGRAM AND ORGANIZATION STAFF, AS WELL AS OBSERVATION OF PROGRAM ACTIVITIES WHEN APPROPRIATE. 4) IN THE CASE OF MULTI-YEAR AWARDS, INTERIM REPORTS PREPARED BY GRANTEES, WHICH DOCUMENT PROGRESS IN MEETING TARGETED ACTIVITES AND PROGRAM OUTCOMES AND, 5) FINAL REPORTS DOCUMENT PROJECT END RESULTS. TO THE EXTENT POSSIBLE, REPORTING AND EVALUATION REQUIREMENTS ARE RIGHT-SIZED TO MATCH THE SIZE OF ANY GIVEN AWARD TO ENSURE PROPER OVERSIGHT OF GRANT FUNDS. WITHIN ROUGHLY A YEAR'S TIME, THE ORGANIZATION TYPICALLY RECEIVES AN APPLICATION, ISSUES A GRANT CONTRACT, CONDUCTS A SITE VISIT AND RECEIVES EITHER AN INTERIM REPORT FOR MULTI-YEAR AWARDS OR A FINAL REPORT (WITHIN 14 MONTHS OF THE END OF THE PROJECT PERIOD). FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED IN DETAIL BY THE FINANCE COMMITTEE AND THE AUDIT SUBCOMMITTEE. COPIES ARE MADE AVAILABLE TO THE BOARD AND A BRIEF SUMMARY IS MADE PRIOR TO BOARD ACTION. FORM 990, PART VI, SECTION B, LINE 12C THE ANNUAL DISCLOSURE OF CONFLICT OF INTEREST IS COMPLETED BY BOARD, COMMITTEE MEMBER, AND STAFF. THESE STATEMENTS ARE REVIEWED AND MAINTAINED BY THE EXECUTIVE DIRECTOR AND REFERRED TO WHEN NEEDED WHEN A CONFLICT OF INTEREST COMES ABOUT. THAT INDIVIDUAL MAY PARTICIPATE IN DISCUSSION BUT DOES NOT VOTE ON THE MATTER. FORM 990, PART VI, SECTION B, LINE 15 15A) THE EXCECUTIVE DIRECTOR'S(ED'S) ANNUAL PERFORMANCE REVIEW AND SALARY DETERMINATION INVOLVES INDEPENDENT DELIBERATION BY THE EXECUTIVE COMMITTEE WITH INPUT FROM THE FULL BOARD. A SALARY BENCHMARKING STUDY IS CONDUCTED BY THE EXECUTIVE COMMITTEE. THE STUDY ENCOMPASSES ALL STAFF POSITIONS AT THE ORGANIZATION AND IS DEVELOPED THROUGH A REVIEW OF REPUTABLE LOCAL, STATE, AND NATIONAL SALARY BENCHMARKING STUDIES CONDUCTED FOR NONPROFIT ORGANIZATIONS AND COMMUNITY FOUNDATIONS. THE REPORT IS UPDATED EVERY THREE YEARS. THE ED DRAFTS AN ANNUAL WORKPLAN AT THE START OF EACH YEAR THAT IDENTIFIES CRITICAL GOALS AND ACTIONS TO GUIDE HER WORK IN THE YEAR AHEAD. THE EXECUTIVE COMMITTEE REVIEWS AND OFFERS FEEDBACK ON HER WORKPLAN, AND IT IS THEN REVIEWED AND VOTED ON BY THE FULL BOARD. IN THE SPRING OF EACH YEAR, ALL STAFF UNDERGO AN ANNUAL PERFORMANCE REVIEW. AS A PART OF THIS PROCESS, THE ED COMPLETES AN ANNUAL SELF-EVALUATION AND REPORTS ON ALL PROGRESS MADE WITHIN HER YEARLY WORKPLAN. THE EXECUTIVE COMMITTEE REVIEWS THESE DOCUMENTS AND INVITES THE FULL BOARD TO PROVIDE INPUT ON THE ED'S PERFORMANCE REVIEW. THE COMMITTEE SYNTHESIZES THIS INFORMATION AND MEETS WITH THE ED TO DISCUSS THE REVIEW. A RECOMMENDATION FOR THE ED'S SALARY ADJUSTMENT IS THEN MADE BY THE EXECUTIVE COMMITTEE BASED ON RESULTS OF HER PERFORMANCE REVIEW, THE FINDINGS OF THE SALARY BENCHMARKING STUDY, AND FUNDS AVAILABLE IN THE BOARD APPROVED BUDGET. 15B) SALARY BENCHMARKING STUDY IS CONDUCTED BY THE EXECUTIVE COMMITTEE. THE STUDY ENCOMPASSES ALL STAFF POSITIONS AT THE ORGANIZATION AND IS DEVELOPED THROUGH A REVIEW OF REPUTABLE LOCAL, STATE, AND NATIONAL SALARY BENCHMARKING STUDIES CONDUCTED FOR NONPROFIT ORGANIZATIONS AND COMMUNITY FOUNDATIONS. THE REPORT IS UPDATED EVERY THREE YEARS, MOST RECENTLY IN EARLY 2018. IN THE SPRING OF EACH YEAR, ALL STAFF UNDERGO AN ANNUAL PERFORMANCE REVIEW AND RECOMMENDATIONS FOR SALARY ADJUSTMENTS ARE THEN MADE BY THE EXECUTIVE DIRECTOR BASED ON FUNDS AVAILABLE IN THE BOARD APPROVED BUDGET. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE FINANCIAL STATEMENTS, IN ABBREVIATED FORM, ARE PRINTED IN AN ANNUAL REPORT THAT IS PUBLISHED ONLINE AND INSERTED IN THE LOCAL NEWSPAPER. ANNUAL REPORTS ARE MAILED TO INDIVIDUALS IN THE COMMUNITY, AGENCIES TO WHICH GRANTS ARE MADE, AND VOLUNTEERS. AVAILABILITY OF THE REPORTS IS ALSO ANNOUNCED IN AN AD IN THE LOCAL NEWSPAPER. FORM 990, PART XI, LINE 9: CHANGES IN VALUE OF TRUSTS 809,104. FORM 990, PAGE 12, PART XII, LINE 2C THE AUDIT AND FINANCE COMMITTEE ARE RESPONSIBLE FOR OVERSIGHT OF THE AUDIT AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.