2015-03-26T15:38:24-05:00 2014-09-30 461497033 EKS&H LLLP 7979 E TUFTS AVENUE SUITE 400 DENVER CO 802372521 990 2013-10-01 951727656 NATIONAL MULTIPLE SCLEROSIS SOCIETY SOUTHERN CALIFORNIA & NEVADA CHAPTER NATI 3104794456 5150 GOLDLEAF CIRCLE NO 400 LOS ANGELES CA 90056 PHYLLIS ROBSHAM EXECUTIVE VICE-PRESIDENT 3104794456 2015-03-26 1 DORI J EGGETT P00645252 3037409400 2013 2016-02-25 16:41:14Z PHYLLIS ROBSHAM 5151 GOLDLEAF CIRCLE SUITE 400 LOS ANGELES CA 90056 10420573 0 1048 X WWW.NATIONALMSSOCIETY.ORG/CAL X 1946 CA OUR VISION IS A WORLD FREE OF MS. 34 33 57 421 0 0 8497926 9328408 16215 20188 96216 111179 -503939 -748586 8106418 8711189 215964 612126 0 0 3363961 2778002 0 0 893538 5029224 4718447 8609149 8108575 -502731 602614 3665841 4424450 1560912 1717091 2104929 2707359 X PEOPLE AFFECTED BY MS CAN LIVE THEIR BEST LIVES AS WE STOP MS IN ITS TRACKS, RESTORE WHAT HAS BEEN LOST AND END MS FOREVER. 0 0 1963561 RESEARCH: TO MOVE US CLOSER TO A WORLD FREE OF MS, IN 2014, THE SOUTHERN CALIFORNIA & NEVADA CHAPTER CONTRIBUTED TOWARDS THE NATIONAL MULTIPLE SCLEROSIS SOCIETY'S INVESTMENT OF AN ESTIMATED $50.6 MILLION TO SUPPORT MORE THAN 380 RESEARCH PROJECTS AROUND THE WORLD AIMED AT STOPPING MS IN ITS TRACKS, RESTORING FUNCTION, AND ENDING THE DISEASE FOREVER. THE SOCIETY COLLABORATES WORLDWIDE TO DEVELOP SOLUTIONS FOR EVERYONE AFFECTED BY MS, INCLUDING THOSE WITH PROGRESSIVE MS, THROUGH THE ACCELERATED DISCOVERY AND COMMERCIAL DEVELOPMENT OF PROMISING RESEARCH DISCOVERIES, NEW MS THERAPIES, AND RESEARCH TOOLS. 1681909 SOCIETY ACTIVITIES: COSTS ASSOCIATED WITH FUNDING CONSTITUENT AND COMMUNITY SERVICE, PUBLIC EDUCATION, AND PROFESSIONAL EDUCATION CONDUCTED NATIONWIDE (BEYOND THE CHAPTER'S TERRITORY) FOR THE BENEFIT OF INDIVIDUALS LIVING WITH MS. THIS PAST YEAR, MORE THAN 200,000 PEOPLE LIVING WITH MS RECEIVED INFORMATION, EMOTIONAL SUPPORT, AND CONNECTIONS TO RESOURCES AND PROGRAMS THROUGH THE SOCIETY'S MS NAVIGATOR PROGRAM. IN ADDITION, MORE THAN 100,000 PEOPLE ATTENDED GROUPS AND PROGRAMS, AND OVER 1.1 MILLION PEOPLE ENGAGED IN CONVERSATIONS AND ACCESSED INFORMATION AND SUPPORT THROUGH THE SOCIETY'S SOCIAL MEDIA CHANNELS. 1354565 397620 COMMUNITY PROGRAMS: THE SOCIETY COLLABORATES WITH DOZENS OF OTHER COMMUNITY ORGANIZATIONS, FOCUSING ON ACCESS TO HEALTH CARE, REHABILITATION, TREATMENTS AND THERAPIES; LONG-TERM CARE; DISABILITY RIGHTS ISSUES; VOCATIONAL TRAINING AND REHAB, WELLNESS AND FITNESS; AND OUTREACH AND EDUCATION TO RURAL AND UNDERSERVED POPULATIONS. 2004615 214506 20188 CLIENT PROGRAMS: PEOPLE LIVING WITH MS, FAMILY MEMBERS, CAREGIVERS AND OTHER MEMBERS OF THEIR SUPPORT SYSTEMS CONNECT TO EACH OTHER AND TO AN EXTENSIVE VARIETY OF PROGRAMS, SERVICES AND RESOURCES. MANY COMMUNITY BASED PROGRAMS FACILITATE EDUCATION, RECREATION, PHYSICAL AND EMOTIONAL WELLNESS, CONNECTION WITH OTHERS WITH MS, AND FAMILY COMMUNICATION. OTHER PROGRAMS, SUCH AS THE FINANCIAL ASSISTANCE PROGRAM, SUPPORT INDEPENDENCE, SAFETY, HEALTH AND QUALITY OF LIFE FOR PEOPLE LIVING WITH MS AND THEIR FAMILIES BY OFFERING GUIDANCE AND RESOURCES TO HELP CONTAIN THE FINANCIAL AND OTHER IMPACTS OF MS.EXPENSE: $1,054,255 GRANTS: $214,506 REVENUE: $20,188PROFESSIONAL EDUCATION AND TRAINING: ACTIVITIES OR PROGRAMS DESIGNEDTO IMPROVE THE KNOWLEDGE, SKILLS AND CRITICAL JUDGMENT OF PHYSICIANSAND OTHER HEALTHCARE PROFESSIONALS ENGAGED (DIRECTLY OR INDIRECTLY) INPROVIDING CLIENT SERVICES BY KEEPING THEM ABREAST OF NEW DIAGNOSTICTECHNIQUES, THERAPIES, ETC. THE SOCIETY PROVIDES INFORMATION ANDEDUCATION TO THOUSANDS OF HEALTH CARE PROFESSIONALS THROUGH THESOCIETY'S CLINICAL CARE NETWORK AND WEBSITE, THE SOCIETY'S MD ON CALLPROGRAM, AND EDUCATIONAL MATERIALS FOR PHYSICAL AND OCCUPATIONALTHERAPISTS, MENTAL HEALTH PROFESSIONAL, NURSES AND CNAS AND OTHERS. AFREE ELECTRONIC NEWSLETTER IS DISTRIBUTED QUARTERLY TO MORE THAN 10,000HEALTH CARE PROFESSIONALS, AND THE SOCIETY'S DIAGNOSTIC AND SYMPTOMMANAGEMENT SMARTPHONE APP HAS BEEN DOWNLOADED NEARLY 45,000 TIMES.EXPENSE: $99,990 GRANTS: $0 REVENUE: $0PUBLIC EDUCATION - THERE ARE MANY WAYS THE SOCIETY EDUCATES THE PUBLIC ABOUT MULTIPLE SCLEROSIS INCLUDING THE SOCIETY'S ANNUAL MS AWARENESS CAMPAIGN, PUBLIC SERVICE ANNOUNCEMENTS, MOMENTUM, THE SOCIETY'S QUARTERLY MAGAZINE DISTRIBUTED TO PEOPLE WITH MS, HEALTHCARE PROVIDERS, SUPPORTERS OF THE SOCIETY AND MORE. IN ADDITION TO A NATION-WIDE E-NEWSLETTER, CHAPTERS ALSO DISTRIBUTE A LOCAL NEWSLETTER, MS CONNECTION, TO THEIR CONSTITUENTS THAT INCLUDES LOCAL ANNOUNCEMENTS AND INFORMATION ON UPCOMING PROGRAMS AND SERVICES, AND MORE. IN TOTAL, MORE THAN 1.6 MILLION PEOPLE RECEIVE SOCIETY PUBLICATIONS, NEWSLETTERS AND MOMENTUM EACH YEAR.EXPENSE: $850,370 GRANTS: $0 REVENUE: $0 2004615 214506 20188 7004650 1 1 0 1 0 0 0 0 0 0 1 1 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 34 0 1 57 1 0 0 0 0 0 1 1 0 0 0 0 X 34 33 1 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 CA X X JAMES WILSON 3036986194 900 SOUTH BROADWAY SUITE 200 DENVER CO 80209 KIM PHILLIPS CHAIR 1.00 X X 0 0 0 DON FRACCHIA TREASURER 1.00 X X 0 0 0 DAVE PERREN AUDIT CHAIR 1.00 X X 0 0 0 SUE SCHROEDER SECRETARY 1.00 X X 0 0 0 LARRY WINTER GOVERNANCE CHAIR 1.00 X X 0 0 0 JOHN V JACK BOCK JR TRUSTEE 1.00 X 0 0 0 TONY BRIGHT TRUSTEE 1.00 X 0 0 0 BARRY ENGELMAN TRUSTEE 1.00 X 0 0 0 DAVID FORD TRUSTEE 1.00 X 0 0 0 BRIAN D FOX TRUSTEE 1.00 X 0 0 0 DR BARBARA GIESSER TRUSTEE 1.00 X 0 0 0 WENDY GILMORE TRUSTEE 1.00 X 0 0 0 DAVID M GOLDSTEIN TRUSTEE 1.00 X 0 0 0 BRUCE HECKER TRUSTEE 1.00 X 0 0 0 JOYCE HENDERSON JEFFRIES TRUSTEE 1.00 X 0 0 0 LISA KARPE TRUSTEE 1.00 X 0 0 0 RAY KARPE TRUSTEE 1.00 X 0 0 0 JULIE KAUFER ESQ TRUSTEE 1.00 X 0 0 0 PAM KEHALY TRUSTEE 1.00 X 0 0 0 PHIL KEOGHAN TRUSTEE 1.00 X 0 0 0 SIMPSON C SIM LEONARD JR TRUSTEE 1.00 X 0 0 0 STANLEY E STAN MARON TRUSTEE 1.00 X 0 0 0 LARRY MCEWEN TRUSTEE 1.00 X 0 0 0 CHRIS OJAKIAN TRUSTEE 1.00 X 0 0 0 SCOTT PERREN CPA TRUSTEE 1.00 X 0 0 0 JAMES D JAMEY POWER IV TRUSTEE 1.00 X 0 0 0 TOM REGAL TRUSTEE 1.00 X 0 0 0 CHRIS RUHE TRUSTEE 1.00 X 0 0 0 SHERI SAFAN TRUSTEE 1.00 X 0 0 0 FERN SEIZER TRUSTEE 1.00 X 0 0 0 DINA TECIMER ESQ TRUSTEE 1.00 X 0 0 0 KARIM WEBB TRUSTEE 1.00 X 0 0 0 CHET WIDOM TRUSTEE 1.00 X 0 0 0 SUSAN BRADLEY PRESIDENT 40.00 X X 159574 0 11038 DENISE NOWACK EXECUTIVE VP OF PROGRAMS 40.00 X 136637 0 13689 JAY SCHOENAU VP OF FINANCE & ADMINISTRATION 40.00 X 120000 0 7547 KATE MCINTOSH VICE PRESIDENT OF DEVELOPMENT 40.00 X 123913 0 16291 PAMELA THOMPSON VP. DEVELOPMENT, SPECIAL 40.00 X 129289 0 17939 669413 0 66504 5 0 1 0 OP3 PO BOX 844459 LOS ANGELES CA 90084 EVENT FACILITATORS 158777 1 4408440 4919968 81680 9328408 PROGRAM FEES 900099 20188 20188 20188 22641 22641 801038 712275 225 88763 -225 88538 88538 235811 4408440 996884 -761073 -761073 12187 0 12187 12187 MISCELLANEOUS INCOME 900099 300 300 300 8711189 20188 0 -637407 397620 397620 214506 214506 170612 120461 10006 40145 2214958 1563864 129909 521185 45161 42502 531 2128 176144 113749 12449 49946 171127 120824 10037 40266 51327 24420 807 26100 18718 18718 147729 137780 5051 4898 182185 143701 6375 32109 428101 307922 25579 94600 56894 45962 1968 8964 31614 18902 576 12136 3645469 3645469 11294 7974 662 2658 MISCELLANEOUS 77099 31239 2492 43368 FURNITURE AND EQUIPMENT 63625 44922 3732 14971 DUES AND MEMBERSHIP 4120 3923 197 PRIZES AND PROMOTION 272 192 16 64 8108575 7004650 210387 893538 X 31454 2584 0 28870 560239 983205 787 402 1701782 2243251 44185 335896 134343 93400 50312 40943 0 2625 1240831 555329 67705 262799 3665841 4424450 479107 571846 792993 1080957 288812 64288 1560912 1717091 X -594606 -692593 2699535 3399952 2104929 2707359 3665841 4424450 602614 -184 0 X 0 1 X 1 0 X 10940988 9306472 9671149 8497926 9328408 47744943 10940988 9306472 9671149 8497926 9328408 47744943 2012988 45731955 99014 40187 35884 32313 22641 230039 300 300 47975282 166610 0.95320 0.91010 X LINE 10 MISCELLANEOUS INCOME: $300 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 1 0 0 1 15191 0 1 3527 18718 0 PART II-B, LINE 1: LINE 1A:MS ACTIVISTS ARE ON THE FRONTLINE, MOVING TOGETHER AND SPEAKING WITH ONE VOICE TO CREATE LEGISLATIVE AND REGULATORY CHANGES THAT BENEFIT PEOPLE LIVING WITH MS AND THEIR FAMILIES. MS ACTIVISM DRIVES CHANGE IN PUBLIC POLICIES TO BRING POSITIVE IMPACT FOR PEOPLE AFFECTED BY MS. TOGETHER ON THE FRONTLINE, ACTIVISTS SHARE THE STORIES ABOUT LIVING WITH MS, CONNECT WITH DECISION-MAKERS, WORK WITH LIKE-MINDED PARTNERS AND CREATE SYSTEMATIC CHANGE TO IMPACT THE GREATEST NUMBER OF PEOPLE POSSIBLE. STATE AND LOCAL ACTIVISM PRIORITIES ARE DETERMINED BY BOTH AN ORGANIZATIONAL PROCESS AND BY ADVOCACY STAFF AND GOVERNMENT RELATIONS VOLUNTEERS. LINE 1D:THE ORGANIZATION SENDS OUT MAILINGS TO MEMBERS, LEGISLATORS,AND/OR THE PUBLIC ELECTRONICALLY, THEREFORE COST IS VIRTUALLY ZERO. LINE 1G: AMOUNTS PAID TO A PROFESSIONAL LOBBYIST. LINE 1I: THE VICE PRESIDENT ATTENDS A CONFERENCE IN WASHINGTON, D.C. AND A LOBBYING DAY IN SACRAMENTO, CA. THE AMOUNT SHOWN REPRESENTS THE TOTAL TRAVEL COST FOR BOTH. THE ORGANIZATION PAID: TRAVEL - $3,498 MEETINGS - $29 2150 157 1993 11911 6296 5615 120282 86947 33335 40943 NMSS POOLED INVESTMENT FUND 555329 F 555329 DUE FROM OTHER CHAPTERS 207665 DUE FROM NATIONAL OFFICE 31787 DEPOSITS 23347 262799 DUE TO HOME OFFICE 12374 DUE TO OTHER CHAPTER 51914 64288 X 9115434 -184 26814 377615 404245 8711189 0 8711189 8513004 26814 377615 404429 8108575 0 8108575 PART X, LINE 2: THE CHAPTER QUALIFIES AS A CHARITABLE ORGANIZATION AS DEFINED BY INTERNAL REVENUE CODE 501(C)(3) AND, ACCORDINGLY, IT IS EXEMPT FROM FEDERAL INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(A). ADDITIONALLY, SINCE THE CHAPTER IS PUBLICLY SUPPORTED, CONTRIBUTIONS MADE TO THE CHAPTER QUALIFY FOR THE MAXIMUM CHARITABLE CONTRIBUTIONS DEDUCTION UNDER THE INTERNAL REVENUE CODE. THE CHAPTER IS ALSO EXEMPT FROM CALIFORNIA AND NEVADA STATE AND LOS ANGELES CITY INCOME TAX. MANAGEMENT ANALYZED THE TAX POSITIONS TAKEN BY THE CHAPTER AND CONCLUDED THAT, AS OF SEPTEMBER 30, 2014 AND 2013, THERE WERE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN. ACCORDINGLY, NO INTEREST OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS HAVE BEEN ACCRUED IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE CHAPTER IS SUBJECT TO AUDITS BY TAXING JURISDICTIONS; HOWEVER, NO AUDIT FOR ANY TAX PERIOD IS CURRENTLY IN PROGRESS. MANAGEMENT BELIEVES THAT THE CHAPTER IS NO LONGER SUBJECT TO SUCH AUDITS FOR YEARS ENDED ON OR PRIOR TO SEPTEMBER 30, 2010 UNDER FEDERAL AND CALIFORNIA AND NEVADA STATE TAX JURISDICTIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSES 377,615. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSES 377,615. MS WALK 2557209 2545206 12003 24624 105090 32902 103 249655 MS BIKE 1247888 1247888 16443 3251 55592 213199 7 839154 615346 223808 16257 145713 1408 132647 4644251 4408440 235811 41067 124598 234207 1511 595501 996884 -761073 SCHEDULE G, PART II, LINE 11: ALTHOUGH THE FUNDRAISING EVENTS SHOW A NET LOSS AS PRESENTED ON SCHEDULE G, WHEN CONSIDERED IN TOTAL, THE GROSS RECEIPTS FROM THESE EVENTS REDUCED BY DIRECT EXPENSES NET OUT TO A GAIN FOR THE ORGANIZATION. WE CONDUCT SUCH EVENTS THROUGHOUT THE YEAR IN ORDER TO CREATE A PLATFORM TO GENERATE A SUBSTANTIAL AMOUNT OF REVENUE/CONTRIBUTONS FROM THE GENERAL PUBLIC IN A WAY THAT WOULD NOT BE POSSIBLE BY OTHER METHODS SUCH AS DIRECT MAIL SOLICIATIONS. THESE FUNDS ARE THEN USED TO FURTHER THE MISSION TO DRIVE RESEARCH FOR A CURE AND TO ADDRESS THE CHALLENGES OF THOSE AFFECTED BY MULTIPLE SCLEROSIS. 1 UNIVERSITY OF CALIFORNIA REGENTS 710 WESTWOOD PLAZA STE 4151 LOS ANGELES CA 90095 501(C)(3) 397620 TO SUPPORT PROGRAM SERVICES 1 GRANTS/ASSISTANCE 378 214506 N/A SCHEDULE I, PART 1, LINE 1: GRANTEES ARE REQUIRED TO SUBMIT FINANCIAL AND PROGRAM PROGRESS REPORTS THAT ARE REVIEWED AND APPROVED BEFORE ADDITIONAL FUNDING IS PROVIDED. SCHEDULE I, PART 1, LINE 2: IN ORDER TO SECURE FINANCIAL ASSISTANCE, AN INDIVIDUAL MUST SUBMIT A WRITTEN REQUEST AND APPLICATION, ALONG WITH DOCUMENTATION CONFIRMING THE FINANCIAL NEED AND AVAILABILITY OF OTHER COMMUNITY RESOURCES WHICHA RE USED BEFORE COMMITTING SOCIETY RESOURCES. AN APPLICANT'S DIAGNOSIS WITH MULTIPLE SCLEROSIS IS ALSO CONFIRMED. ANNUAL SPENDING CAPS ARE ESTABLISHED AND MONITORED TO MAXIMIZE THE NUMBER OF INDIVIDUALS RECEIVING ASSISTANCE. SCHEDULE I, PART III, GRANTS/ASSISTANCE: THE PURPOSE OF THESE GRANTS AND ASSISTANCE IS THE SUPPORT INDEPENDENCE, SAFETY, HEALTH, AND QUALITY OF LIFE FOR PEOPLE AFFECTED BY MULTIPLE SCLEROSIS, OFFERING GUIDANCE AND RESOURCES TO HELP CONTAIN THE FINANCIAL IMPACT OF MULTIPLE SCLEROSIS. X X X X X 0 0 0 0 0 0 0 0 0 SUSAN BRADLEY PRESIDENT 159574 0 0 0 0 0 4560 0 6478 0 170612 0 0 0 DENISE NOWACK EXECUTIVE VP OF PROGRAMS 136637 0 0 0 0 0 4077 0 9612 0 150326 0 0 0 X 16 70657 FAIR MARKET VALUE X PROMOTIONS 10 11023 FAIR MARKET VALUE 0 1 0 FORM 990, PART VI, SECTION A, LINE 2 THE FOLLOWING TRUSTEES HAVE FAMILY RELATIONSHIPS: DAVID PERREN AND SCOTT PERREN LISA KARPE AND RAY KARPE FORM 990, PART VI, SECTION A, LINE 6 CHAPTER MEMBERSHIP CONSISTS OF ALL PERSONS WHO ARE MEMBERS OF THE SOCIETY AND WHO RESIDE WITHIN (OR WHO HAVE PREVIOUSLY RESIDED WITHIN AND HAVE INDICATED THAT THEY WISH TO RETAIN THEIR MEMBERSHIP) THE CHAPTER'S TERRITORY. FORM 990, PART VI, SECTION A, LINE 7A THE CHAPTER HOLDS A MEETING OF ITS MEMBERS ANNUALLY FOR THE PURPOSES OF ELECTING A BOARD OF TRUSTEES, CONSIDERING THE TREASURER'S REPORT OF THE ACCOUNTS OF THE CHAPTER (SUBJECT TO AUDIT AND ADJUSTMENT) AND ANY OTHER REPORTS THAT MAY BE PRESENTED, AND FOR THE TRANSACTION OF SUCH OTHER BUSINESS AS MAY PROPERLY COME BEFORE THE MEETING. FORM 990, PART VI, SECTION B, LINE 11 THE CHAPTER'S AUDIT COMMITTEE REVIEWS AND APPROVES THE IRS FORM 990 AND ACCOMPANYING SCHEDULES PRIOR TO DISTRIBUTION TO THE ENTIRE BOARD. A COPY OF THE IRS FORM 990 AND ACCOMPANYING SCHEDULES IS PROVIDED TO THE ENTIRE BOARD WITH A PERIOD FOR PROVIDING COMMENTS, EDITS OR CORRECTIONS PRIOR TO SUBMISSION TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, CHAPTER MANAGEMENT REVIEWS THE CONFLICT OF INTEREST DISCLOSURE FORMS FILED BY TRUSTEES, OFFICERS AND EMPLOYEES FOR POTENTIAL CONFLICTS. POTENTIAL CONFLICTS OF INTEREST ARE PRESENTED TO THE CHAPTER'S AUDIT COMMITTEE FOR REVIEW. WHERE CONFLICTS EXIST, A CONFLICT RESOLUTION REPORT IS CREATED AND THE TRUSTEE, OFFICER OR EMPLOYEE IS NOT ALLOWED TO PARTICIPATE IN ANY VOTE OR DISCUSSION OF THE DISCLOSED MATTER. AT THE CURRENT TIME, NO POTENTIAL CONFLICTS OF INTEREST HAVE BEEN IDENTIFIED. FORM 990, PART VI, SECTION B, LINE 15 A COMPENSATION COMMITTEE FOR EACH CHAPTER, WHICH IS COMPRISED OF AT LEAST THREE BUT NO MORE THAN FIVE INDEPENDENT TRUSTEES, DETERMINES THE COMPENSATION OF THE CHAPTER PRESIDENT AND OTHER KEY EMPLOYEES. THE NATIONAL ORGANIZATION PROVIDES EACH CHAPTER WITH INTERNAL AND EXTERNAL SALARY DATA FOR THE CHAPTER PRESIDENT AND REVIEWS AND PROVIDES INPUT ON THE CHAPTER PRESIDENT COMPENSATION RECOMMENDATIONS FOR OTHER KEY POSITIONS BASED UPON COMPARABLE BUDGET SIZE AND GEOGRAPHICAL LOCATION. IN ADDITION, THE CHAPTER PRESIDENT'S PERFORMANCE IS EVALUATED ANNUALLY IN A JOINT REVIEW PROCESS INCLUDING THE REGIONAL EXECUTIVE VICE PRESIDENT AND THE LOCAL COMPENSATION COMMITTEE OF LOCAL TRUSTEES. THE CHAPTER PRESIDENT CONDUCTS PERFORMANCE EVALUATIONS FOR KEY EMPLOYEES AND THE OUTCOME IS SHARED WITH THE COMPENSATION COMMITTEE TO INFORM THE DECISIONS ABOUT COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE CHAPTER'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. THE CHAPTER'S IRS FORM 990 (AND IRS FORM 990-T, IF APPLICABLE), AND FINANCIAL STATEMENTS ARE AVAILABLE ON THE CHAPTER'S WEBSITE.