2018-05-01T12:32:15-05:00 2017-06-30 340677006 Maloney Novotny LLC 1111 Superior Ave Suite 700 Cleveland OH 441142540 990 2016-07-01 340714600 CLEVELAND INSTITUTE OF MUSIC CLEV 2167915000 11021 EAST BLVD CLEVELAND OH 44106 ERIC BOWER VICE PRESIDENT/COO 2167915000 2018-05-02 1 Christopher B Anderson P00226559 2163630100 104.230.116.97 2018-04-28 11:43:10 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 F0962BFF9ACD815FD594AA84AFE8725155222DCF 2016 2021-01-29 14:40:06Z ERIC BOWER 11021 EAST BLVD CLEVELAND OH 44106 42937841 0 X WWW.CIM.EDU X 1920 OH THE CLEVELAND INSTITUTE OF MUSIC'S MISSION IS TO EMPOWER THE WORLD'S MOST TALENTED CLASSICAL MUSIC STUDENTS TO FULFILL THEIR DREAMS AND POTENTIAL. 44 44 645 240 -65357 -65357 5681427 3799668 23990527 24642129 2145812 2043598 163869 1016 31981635 30486411 11527058 11413990 0 0 13040534 13199111 0 0 1146325 7100625 7058865 31668217 31671966 313418 -1185555 86425798 88652867 17587317 16271575 68838481 72381292 X THE CLEVELAND INSTITUTE OF MUSIC'S MISSION IS TO EMPOWER THE WORLD'S MOST TALENTED CLASSICAL MUSIC STUDENTS TO FULFILL THEIR DREAMS AND POTENTIAL. 0 0 24025700 11413990 24680458 SEE SCHEDULE OThe Cleveland Institute of Music is one of just seven independent conservatories of music in the United States and one of three devoted exclusively to classical music performance. Its graduates command the most celebrated and revered stages in the world as soloists, chamber musicians and ensemble members; compose meaningful, award-winning new repertoire; and are highly sought-after teaching artists, administrators and thought leaders. More than half of the members of The Cleveland Orchestra are connected to CIM as members of the faculty, alumni or both. All students benefit from access to world-renowned visiting artists and conductors, intensive study with CIM's stellar faculty and the rich curriculum offered by CIM's partner Case Western Reserve University. CIM's preparatory and continuing education division supports over 1,300 enrollments in private and group lessons, classes and ensembles. CIM is an integral part of Cleveland's arts community, presenting nearly 600 free performances and master classes on campus each year, and hundreds more at locations throughout the region, including Severance Hall. During this fiscal year, CIM offered approximately $11.4 million of scholarships and financial aid to its students. 24025700 1 1 0 0 0 0 0 1 0 1 1 1 0 0 1 0 1 0 1 0 1 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 635 0 1 645 1 1 1 0 0 0 0 1 1 0 0 0 0 X 44 44 0 0 1 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OH X X ERIC BOWER 2167915000 11021 EAST BLVD CLEVELAND OH 44106 Addicott Gay Cull Trustee 1.00 X 0 0 0 Anderson A Chace Trustee 1.00 X 0 0 0 Baldassarre Carl E Trustee 1.00 X 0 0 0 Bassett Cynthia Trustee 1.00 X 0 0 0 Bittenbender Charles A Trustee 1.00 X 0 0 0 Brodhead Peter J Trustee 1.00 X 0 0 0 Buckley Brent M Trustee and Vice Chair 1.00 X X 0 0 0 Buescher Ann Trustee 1.00 X 0 0 0 Carmi Irad Trustee 1.00 X 0 0 0 Coffey Thomas W Trustee 1.00 X 0 0 0 Cooley III Charles P Trustee 1.00 X 0 0 0 Curry Janet Trustee 1.00 X 0 0 0 Davis Jeffrey M Trustee 1.00 X 0 0 0 deConingh Mathew F Trustee 1.00 X 0 0 0 Deioma Rosemary Trustee 1.00 X 0 0 0 Donley Terrance K Trustee 1.00 X 0 0 0 Geho Robert Trustee 1.00 X 0 0 0 Gratry Barbara Trustee and Secretary 1.00 X X 0 0 0 Harvie Crawford T Trustee 1.00 X 0 0 0 Hayes Eleanor M Trustee 1.00 X 0 0 0 Hellman John A Trustee 1.00 X 0 0 0 Hipple Richard J Trustee and Chair 1.00 X X 0 0 0 Linton Jeffrey B Trustee 1.00 X 0 0 0 Malz James M Trustee 1.00 X 0 0 0 Marston Charles S Trustee and Vice Chair 1.00 X X 0 0 0 Mims A Grace L Trustee 1.00 X 0 0 0 Mixon III A Malachi Trustee 1.00 X 0 0 0 Mobley Marilyn S Trustee 1.00 X 0 0 0 Moyar Marjorie M Trustee 1.00 X 0 0 0 Pogue Richard W Trustee 1.00 X 0 0 0 Poth Gary W Trustee 1.00 X 0 0 0 Riley Shawn M Trustee 1.00 X 0 0 0 Robinson Barbara S Trustee 1.00 X 0 0 0 Rothmann Susan A Trustee 1.00 X 0 0 0 Schlang Elliott L Trustee 1.00 X 0 0 0 Sciarappa Donna M Trustee and Treasurer 1.00 X X 0 0 0 Seidenfeld Astri Trustee 1.00 X 0 0 0 Solganik Marvin Trustee 1.00 X 0 0 0 Swift Christopher J Trustee 1.00 X 0 0 0 Sykes Paul J Trustee 1.00 X 0 0 0 Thomas Joseph H Trustee and Vice Chair 1.00 X X 0 0 0 Vigh Tracy A Trustee 1.00 X 0 0 0 Wilson Robert G Trustee 1.00 X 0 0 0 Wilson Sonali Trustee 1.00 X 0 0 0 Hogle Paul President/CEO 40.00 X 187826 0 10566 Hanson Gary Interim President 40.00 X 169674 0 426 Bower Eric L VP and Chief Operating Off 40.00 X 247013 0 45277 Stone Karin L VP Strategic Initiatives 40.00 X 217112 0 29809 Griggs Joyce Interim Dean 40.00 X 115694 0 24745 Snell Nancy ASST.SECRETARY 40.00 X 37637 0 32264 Dagon Michael VP of Development 40.00 X 229041 0 28556 Preucil William Faculty 40.00 X 181964 0 16934 Irvine Jeffrey Faculty 40.00 X 154638 0 14266 Robinson Sharon Faculty 40.00 X 131477 0 24738 Laredo Jaime Faculty 40.00 X 131843 0 24145 Kwuon Joan Faculty 40.00 X 136020 0 27154 Smirnoff Joel Former President&faculty 20.00 X 197318 0 18410 2137257 0 297290 20 1 1 0 ERNST & YOUNG LLP 950 MAIN AVENUE 1800 CLEVELAND OH 44113 AUDITING 121800 1 160025 867292 2772351 198740 3799668 TUITION AND FEES 611310 24483702 24483702 STUDENT APPLICATION FEES 611310 124340 124340 SERVICE INCOME & OTHER 611310 34087 34087 24642129 1022520 -65732 1088252 4314 3683 631 631 375 256 13365419 12344341 1021078 1021078 1021078 65462 160025 103406 -37944 -37944 OTHER REVENUE 611310 38329 38329 38329 30486411 24680458 -65357 2071642 11408990 11408990 5000 5000 1524126 174250 835100 514776 9736333 7958015 1490284 288034 416458 323471 85165 7822 820045 599429 205780 14836 702149 573840 107572 20737 36394 36394 142264 142264 93066 93066 900878 444427 289416 167035 115658 40777 74881 657085 365582 238252 53251 175388 11967 137793 25628 1108082 483846 624236 130674 112135 11873 6666 172538 104954 24925 42659 274392 4718 269674 1650928 1650928 166520 32269 134251 CWRU TUITION 1180232 1180232 BOOKSTORE INV.WRITE-OFF 134519 134519 STUDENT TICKETS 27360 27360 BAD DEBT EXPENSE 18748 18748 74139 21171 48087 4881 31671966 24025700 6499941 1146325 1150 1150 1406073 1182771 729023 479308 426350 449517 1849864 1795774 138445 3938 256673 104285 48910425 20429653 29644151 28480772 39086844 42286044 12887225 13869308 86425798 88652867 629666 559005 224373 126878 15125000 14177254 128117 65479 1480161 1342959 17587317 16271575 X 42802351 45296113 1237282 1158903 24798848 25926276 68838481 72381292 86425798 88652867 X -1185555 4511210 217156 X 0 1 X 1 1 1 X 3334116 3432123 3597054 5681427 3799668 19844388 3334116 3432123 3597054 5681427 3799668 19844388 2718187 17126201 891928 916243 927873 1038148 1026834 4801026 60765 259129 319894 75688 67457 97452 162928 103791 507316 25472624 117882166 0.67230 0.68930 X Schedule A, Part II, Line 10, Explanation of Other Income: OTHER REVENUE - 2012 Amount: $ 75,688. 2013 Amount: $ 67,457. 2014 Amount: $ 97,452. 2015 Amount: $ 162,928. 2016 Amount: $ 103,791. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 79978 0 42106049 910272 6316994 1991449 47341866 44361399 746453 -2734861 266942 42106049 44181847 783142 -443155 160435 44361399 38260293 579359 5491394 149199 44181847 34647813 532972 3235322 155814 38260293 0.45240 0.54760 0.00000 1 0 1063536 1063536 39829488 15102839 24726649 592769 498944 93825 2634759 1873765 760994 4789873 2954105 1835768 28480772 ALTERNATIVE INVESTMENTS 13844308 F PARTNERSHIPS 25000 C 13869308 U.S. GOVERNMENT GRANTS REFUNDABLE 1342959 1342959 24093968 4511210 25385 324245 4860840 19233128 11253283 11253283 30486411 20551157 25385 107089 132474 20418683 11253283 11253283 31671966 Part V, Line 4: INTENDED USE OF ENDOWMENT FUNDS - THE INSTITUTE'S ENDOWMENT CONSISTS OF 222 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES THAT SUPPORT THE EDUCATIONAL MISSION OF THE INSTITUTE. Part XI, Line 2d - Other Adjustments: CHANGE IN PERPETUAL CHARITABLE TRUSTS 217,156. RENTAL EXPENSES NETTED WITH RENTAL REVENUE ON PART VIII OF FORM 990 3,683. FUNDRAISING EVENT EXPENSES NETTED WITH REVENUE ON PART VIII OF FORM 990 103,406. Part XI, Line 4b - Other Adjustments: FINANCIAL AID EXPENSE WHICH WAS SHOWN AS A REDUCTION OF REVENUE ON FINANCIAL STATEMENTS BUT SHOWN AS AN EXPENSE IN PART IX OF FORM 990 11,253,283. Part XII, Line 2d - Other Adjustments: RENTAL EXPENSES NETTED WITH RENTAL REVENUE ON PART VIII OF FORM 990 3,683. FUNDRAISING EVENT EXPENSES NETTED WITH REVENUE ON PART VIII OF FORM 990 103,406. Part XII, Line 4b - Other Adjustments: FINANCIAL AID EXPENSE WHICH WAS SHOWN AS A REDUCTION OF REVENUE ON FINANCIAL STATEMENTS BUT SHOWN AS AN EXPENSE IN PART IX OF FORM 990 11,253,283. 1 1 0 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 Schedule E, Part I, Line 3 THE NEWSPAPER OR BROADCAST MEDIA IS NOT USED FOR STUDENT RECRUITMENT. HOWEVER, A STATEMENT OF THE INSTITUTE'S RACIALLY NON-DISCRIMINATORY POLICY AS TO STUDENTS IS INCLUDED IN THE INSTITUTE'S CATALOGUE, WHICH CAN ALSO BE FOUND ON THE INSTITUTE'S WEBSITE. THE FOLLOWING IS THE INSTITUTE'S POLICY ON NON-DISCRIMINATION FOR ADMISSION AS REAFFIRMED BY THE BOARD OF TRUSTEES: IN THE ADMINISTRATION OF ITS EDUCATIONAL AND ADMISSION POLICIES, SCHOLARSHIP, LOAN, AND OTHER SCHOOL-ADMINISTERED PROGRAMS, THE CLEVELAND INSTITUTE OF MUSIC IS COMMITTED TO NONDISCRIMINATION AND EQUAL OPPORTUNITY. THE INSTITUTE ADMITS STUDENTS TO ALL THE RIGHTS, PRIVILEGES, PROGRAMS, AND ACTIVITIES GENERALLY ACCORDED OR MADE AVAILABLE TO STUDENTS AT THE SCHOOL REGARDLESS OF RACE, COLOR, NATIONAL OR ETHNIC ORIGIN, CITIZENSHIP, RELIGION, AGE, SEX, SEXUAL ORIENTATION, OR DISABILITY. Schedule E, Part I, Line 6 FINANCIAL AID OR GOVERNMENT ASSISTANCE - FINANCIAL AID ASSISTANCE IS RECEIVED FROM THE FOLLOWING GOVERNMENTAL AGENCIES: U.S. DEPARTMENT OF EDUCATION: FEDERAL DIRECT STAFFORD LOAN FEDERAL DIRECT PLUS LOAN FEDERAL PERKINS LOAN FEDERAL WORK-STUDY SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANT PELL GRANT THE OHIO DEPARTMENT OF HIGHER EDUCATION: OHIO COLLEGE OPPORTUNITY GRANT & OHIO WAR ORPHAN SCHOLARSHIP PENNSYLVANIA HIGHER EDUCATION ASSISTANCE AGENCY: PA STATE GRANT 1 Europe (Including Iceland & Greenland) - Albania, Andorra, Austria, Belgium 0 0 PROGRAM SERVICES STUDY ABROAD PROGRAM 5000 Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas, 0 0 INVESTMENTS 6564399 Europe (Including Iceland & Greenland) - Albania, Andorra, Austria, Belgium 0 0 INVESTMENTS 980844 0 0 0 0 0 0 7550243 0 7550243 0 0 0 0 0 0 Part I, Line 2: MONITORING USE OF GRANT FUNDS - CLEVELAND INSTITUTE OF MUSIC CREDITS THE SCHOLARSHIPS DIRECTLY TO THE STUDENTS' ACCOUNTS AND THEREFORE ENSURES THAT THE FUNDS ARE SPENT FOR EDUCATIONAL PURPOSES. BROADWAY IN THE CIRCLE 225487 160025 65462 20272 46604 1900 34630 225487 160025 65462 20272 46604 1900 34630 103406 -37944 1 FELLOWSHIP AND SERVICES 17 60511 0 INSTITUTIONAL SCHOLARSHIPS 424 11083507 0 STUDENT ASSISTANCE 34 19055 0 WORK-STUDY 222 212917 0 SEOG 34 31500 0 ORGAN INTERN AT CHURCHES 1 1500 0 Part I, Line 2: MONITORING USE OF GRANT FUNDS - CLEVELAND INSTITUTE OF MUSIC CREDITS THE GRANTS AND OTHER ASSISTANCE DIRECTLY TO THE STUDENTS' ACCOUNTS AND THEREFORE ENSURES THAT THE FUNDS ARE SPENT FOR EDUCATIONAL PURPOSES. WORK-STUDY AND AUDITION ASSISTANCE ARE PAID DIRECTLY TO THE STUDENTS WHEN EARNED OR INCURRED. X 0 1 X X X 1 0 0 0 0 0 0 0 1 1 Hogle Paul President/CEO 187136 0 0 0 690 0 0 0 10566 0 198392 0 0 0 Hanson Gary Interim President 169674 0 0 0 0 0 0 0 426 0 170100 0 0 0 Bower Eric L VP and Chief Operating Off 245381 0 0 0 1632 0 20615 0 24662 0 292290 0 0 0 Stone Karin L VP Strategic Initiatives 216645 0 0 0 467 0 17738 0 12071 0 246921 0 0 0 Dagon Michael VP of Development 148230 0 0 0 80811 0 0 0 28556 0 257597 0 0 0 Preucil William Faculty 181278 0 0 0 686 0 14570 0 2364 0 198898 0 0 0 Irvine Jeffrey Faculty 153862 0 0 0 776 0 12102 0 2164 0 168904 0 0 0 Robinson Sharon Faculty 130867 0 0 0 610 0 11061 0 13677 0 156215 0 0 0 Laredo Jaime Faculty 131367 0 0 0 476 0 11060 0 13085 0 155988 0 0 0 Kwuon Joan Faculty 135855 0 0 0 165 0 6138 0 21016 0 163174 0 0 0 Smirnoff Joel Former President&faculty 194613 0 0 0 2705 0 13333 0 5077 0 215728 0 0 0 Part I, Line 1a BENEFITS PROVIDED - THE INSTITUTE PAYS DUES FOR A SOCIAL CLUB FOR PRESIDENT HOGLE. HE USES THE CLUB EXCLUSIVELY FOR BUSINESS PURPOSES AND THEREFORE, HE DOES NOT RECOGNIZE TAXABLE INCOME FROM THIS BENEFIT. Part I, Line 1b WRITTEN POLICY FOR REIMBURSEMENT - THE INSTITUTE PAYS THE SOCIAL CLUB DIRECTLY FOR MONTHLY DUES IN ACCORDANCE WITH PRESIDENT HOGLE'S EMPLOYMENT CONTRACT. Part I, Line 4a SEVERANCE PAYMENT - THE INSTITUTE AND MICHAEL DAGON, VP OF DEVELOPMENT, ENTERED INTO AN AGREEMENT THAT PROVIDED FOR PAYMENTS TOTALING $63,751. Part I, Line 8 INITIAL CONTRACT EXCEPTION - PRESIDENT PAUL HOGLE'S COMPENSATION WAS PROVIDED IN ACCORDANCE WITH A CONTRACT BETWEEN THE INSTITUTE AND MR. HOGLE FOR 2016, THE FIRST YEAR OF HIS EMPLOYMENT. THE BOARD MEMBERS AND OTHERS WHO PARTICIPATED IN DETERMINING THE CONTRACT'S PROVISIONS WERE INDEPENDENT OF MR. HOGLE, AND MR. HOGLE WAS NOT IN A POSITION TO INFLUENCE THE PROCESS. AS SUCH, WE BELIEVE THAT MR. HOGLE QUALIFIES FOR THE "INITIAL CONTRACT EXCEPTION." A OHIO HIGHER EDUCATIONAL FACILITY COMMISSION 340714600 67756BPD6 2015-11-30 15540000 REFINANCE 2010 BONDS 0 0 0 A 1270000 15540000 15540000 2015 1 0 1 1 A 0 0 0 0 0.00030 0.00030 0 0 1 A 0 1 0 0 1 0 0 0 1 A 0 X 16 110490 MEAN PRICE AT TRANS. X GRAND PIANOS 4 73020 INDEP.APPRAISAL X VIOLIN 1 10800 INDEP.APPRAISAL X PERCUSSION INSTRUMENTS 10 2970 INDEP.APPRAISAL X LIBRARY MATERIALS 58 1460 AVG 3 YR.PRICE/NEW I 1 0 1 0 Form 990, Part VI, Section A, line 4 CHANGES TO ORGANIZING DOCUMENTS - IN JULY OF 2016, THE INSTITUTE ADOPTED AN AMENDED AND RESTATED CODE OF REGULATIONS. THE SIGNIFICANT CHANGES TO THE DOCUMENTS INCLUDED REDEFINING EX-OFFICIO MEMBERS, AND REDEFINING AND RENAMING STANDING COMMITTEES OF THE BOARD. Form 990, Part VI, Section A, line 6 CLASSES OF MEMBERS - MEMBERSHIP IS OPEN TO ALL PERSONS OR CORPORATIONS WHO ARE INTERESTED IN THE CLEVELAND INSTITUTE OF MUSIC AND THE FURTHERANCE OF MUSIC AND MUSICAL EDUCATION AND WHO CONTRIBUTE AT LEAST $500 ANNUALLY TO THE INSTITUTE'S ANNUAL FUND. Form 990, Part VI, Section A, line 7a ELECTION OF MEMBERS AND THEIR RIGHTS - THE MEMBERS ELECT THE TRUSTEES OF THE INSTITUTE AT THE ANNUAL MEETING. Form 990, Part VI, Section B, line 11b ORGANIZATION'S PROCESS TO REVIEW FORM 990 - ONCE FORM 990 IS PREPARED, IT IS PRESENTED TO A SUB-COMMITTEE COMPRISED OF INDIVIDUALS FROM THE FINANCE, GOVERNANCE, AND AUDIT COMMITTEES OF THE CLEVELAND INSTITUTE OF MUSIC FOR THEIR REVIEW. ANY QUESTIONS OR COMMENTS RAISED ARE THEN ADDRESSED BY THE CHIEF FINANCIAL OFFICER OF THE CLEVELAND INSTITUTE OF MUSIC, FORM 990 IS DISCUSSED AT THE MEETING OF THE FULL BOARD AND DISTRIBUTED TO THE FULL BOARD PRIOR TO FILING. Form 990, Part VI, Section B, line 12c MONITORING AND ENFORCEMENT OF CONFLICT POLICY - THE ORGANIZATION MAINTAINS A WRITTEN CONFLICT OF INTEREST POLICY, WHICH IS REVIEWED BY MANAGEMENT AND THE BOARD OF TRUSTEES' GOVERNANCE COMMITTEE AT LEAST ANNUALLY AND MODIFIED AS REQUIRED. THE BOARD OF TRUSTEES AND OFFICERS OF THE ORGANIZATION ARE REQUIRED TO CERTIFY ANNUALLY THAT THEY HAVE READ AND UNDERSTAND THE CONFLICT OF INTEREST POLICY AND SUBMIT A WRITTEN QUESTIONNAIRE EACH YEAR DISCLOSING ANY KNOWN CONFLICTS. THE RESPONSES TO THE QUESTIONNAIRES ARE REVIEWED BY MANAGEMENT. MANAGEMENT ALSO MONITORS ALL TRANSACTIONS DURING THE NORMAL COURSE OF BUSINESS TO IDENTIFY OTHER POTENTIAL CONFLICTS. AT LEAST ANNUALLY AND AS CONFLICTS ARISE, THE BOARD OF TRUSTEES' GOVERNANCE COMMITTEE REVIEWS POTENTIAL CONFLICTS TO DETERMINE WHETHER ANY ACTUAL CONFLICTS EXIST. INDIVIDUALS WHO BELIEVE THEY ARE IN A POTENTIAL CONFLICT ARE REQUIRED TO RECUSE THEMSELVES FROM THE DELIBERATION AND DECISION-MAKING PROCESS. Form 990, Part VI, Section B, line 15 COMPENSATION REVIEW AND APPROVAL - THE CLEVELAND INSTITUTE OF MUSIC HAS A COMPENSATION COMMITTEE THAT DETERMINES THE COMPENSATION FOR THE PRESIDENT, THE VICE PRESIDENT/CHIEF OPERATING OFFICER, AND THE VICE PRESIDENT OF INSTITUTIONAL ADVANCEMENT. THE COMMITTEE DISCHARGES THE DUTY OF THE BOARD OF TRUSTEES IN FULFILLING THE BOARD'S OVERSIGHT RESPONSIBILITIES FOR DETERMINING THE REASONABLENESS AND ADEQUACY OF THE COMPENSATION AND BENEFITS PAID TO THE PRESIDENT, THE VICE PRESIDENT/CHIEF OPERATING OFFICER, AND THE VICE PRESIDENT OF INSTITUTIONAL ADVANCEMENT. THE COMMITTEE CONDUCTS AN ANNUAL REVIEW OF COMPENSATION AND BENEFITS IN RELATION TO THE MARKETPLACE AND RELEVANT INDEPENDENT DATA. THE COMMITTEE DECIDES ON ANY CHANGES IN THE COMPENSATION AND/OR BENEFITS FOR THE PRESIDENT, THE VICE PRESIDENT/CHIEF OPERATING OFFICER, AND THE VICE PRESIDENT OF INSTITUTIONAL ADVANCEMENT. ONCE APPROVED BY THE COMMITTEE, THE CHAIR OF THE BOARD OF TRUSTEES SIGNS A LETTER APPROVING THE COMPENSATION FOR THE YEAR. Form 990, Part VI, Section C, line 19 AVAILABILITY OF DOCUMENTS - GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY ARE NOT MADE AVAILABLE TO THE PUBLIC. THE AUDITED FINANCIAL STATEMENTS ARE MADE AVAILABLE ON THE INSTITUTE'S WEBSITE AND UPON REQUEST. Form 990, Part XI, line 9: CHANGE IN CHARITABLE PERPETUAL TRUSTS 217,156.