2014-07-15T09:27:37-05:00 2013-09-30 420714325 MCGLADREY LLP 9737 WASHINGTONIAN BLVD 400 GAITHERSBURG MD 208787340 990 2012-10-01 203568840 UNITED CEREBRAL PALSY INC UNIT 2027760406 1825 K STREET NW NO 600 WASHINGTON DC 20006 STEPHEN BENNETT 2027760406 2014-07-17 1 WILLIAM E TURCO CPA P00369217 3012963600 2012 2015-11-30 17:44:51Z STEPHEN BENNETT 1825 K STREET NW NO 600 WASHINGTON DC 20006 4464257 0 X WWW.UCP.ORG X 2005 DC TO ADVANCE THE INDEPENDENCE, PRODUCTIVITY AND FULL CITIZENSHIP OF PEOPLE WITH DISABILITIES THROUGH AN AFFILIATE NETWORK. 18 17 29 120 0 0 1864715 1633411 2725655 2540378 197679 210967 -72623 -5475 4715426 4379281 11980 177798 0 0 2851997 2571344 90625 261152 963956 2693299 2273206 5647901 5283500 -932475 -904219 11153916 11677551 2435132 2715701 8718784 8961850 X TO ADVANCE THE INDEPENDENCE, PRODUCTIVITY AND FULL CITIZENSHIP OF PEOPLE WITH DISABILITIES THROUGH AN AFFILIATE NETWORK. 0 0 1420883 177798 2225090 SUPPORT TO AFFILIATES:APPROXIMATELY 85 LOCAL SERVICE PROVIDERS, OR UCP AFFILIATES, REACHED MORE THAN 176,000 INDIVIDUALS AND THEIR FAMILIES IN THE U.S., AUSTRALIA AND CANADA. AFFILIATES' SERVICES INCLUDE HOUSING, THERAPY, ASSISTIVE TECHNOLOGY, TRAINING EARLY INTERVENTION PROGRAMS, INDIVIDUAL AND FAMILY SUPPORT, SOCIAL AND RECREATION PROGRAMS, COMMUNITY LIVING, STATE AND LOCAL REFERRALS, EMPLOYMENT ASSISTANCE AND ADVOCACY. UCP NATIONAL SUPPORTED THE AFFILIATE NETWORK THROUGH FUNDRAISING, MARKETING AND COMMUNICATIONS, BEST PRACTICES AND PROGRAMMATIC SUPPORT. IN ADDITION, UCP NATIONAL FACILITATED A NATIONAL ANNUAL MEETING, REGIONAL MEETINGS AND AIDED IN STRATEGIC PLANNING, GOVERNANCE, EXECUTIVE RECRUITING, MERGERS AND ACQUISITIONS AND OPERATIONAL EFFICIENCIES. 813353 245488 PUBLIC POLICY:UCP CONTINUED TO ADVOCATE ON BEHALF OF INDIVIDUALS WITH DISABILITIES AND THEIR FAMILIES, ADVANCING FEDERAL DISABILITY PUBLIC POLICY. UCP IMPACTED NATIONAL PUBLIC POLICY FOR PEOPLE WITH DISABILITIES BY EDUCATING CONGRESS AND THE ADMINISTRATION ON LAWS AND PENDING BILLS THAT IMPACT THE DISABILITIES COMMUNITY. IT ALSO CONTINUED TO PLAY AN ACTIVE ROLE IN SHAPING PENDING FEDERAL REGULATIONS THAT IMPACT THE DISABILITIES COMMUNITY. UCP'S PUBLIC POLICY EFFORTS PROVIDE ROBUST ADVOCACY AT THE STATE AND FEDERAL LEVELS. THROUGH AN ANNUAL CASE FOR INCLUSION, UCP CONDUCTS A 50 STATE ANALYSIS OF MEDICAID SERVICES FOR PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES, CREATING A BENCHMARK FOR STATEWIDE SERVICES AND AN IMPORTANT POLICY EDUCATION TOOL. 569298 PUBLIC EDUCATION:UCP PROVIDES SUPPORT AND SERVICES TO MORE THAN 176,000 PEOPLE WITH DISABILITIES EVERY DAY, ONE PERSON AT A TIME, ONE FAMILY AT A TIME, MEETING THE UNIQUE NEEDS THAT EACH POSSESSES. THROUGH AN AFFILIATE NETWORK, UCP PROVIDES SUCH DIVERSE PROGRAMS AS CHILDCARE, SUPPORTED LIVING, EDUCATION, HEALTH, EMPLOYMENT AND RECREATIONAL ACTIVITIES. UCP SUPPORTS PUBLIC EDUCATION AND OUTREACH PROGRAMS, PROVIDING INFORMATION, RESOURCES AND SOCIAL NETWORKING RESOURCES TO PARENTS, CAREGIVERS AND PEOPLE WITH DISABILITIES AROUND THE GLOBE. THROUGH PUBLIC EDUCATION, PROGRAMS LIKE MY CHILD WITHOUT LIMITS AND BRAVE KIDS, UCP ENSURES THAT FAMILIES HAVE THE INFORMATION THEY NEED TO LIVE A LIFE WITHOUT LIMITS. VARIOUS E-NEWS MAGAZINES PROVIDE UP-TO-DATE INFORMATION AND RESOURCES ON A VARIETY OF DISABILITY ISSUES. UCP CONTINUED ITS LIFE WITHOUT LIMITS INITIATIVE, CREATING AN INCUBATOR FOR NEW PROGRAMS AND INITIATIVES TO ALLOW PEOPLE WITH DISABILITIES TO BE INCLUDED AS FULL CITIZENS IN SOCIETY. 148417 NON-FEDERAL (BELLOWS):PROVIDED DIRECT GRANTS TO INDIVIDUALS WITH DISABILITIES, WHO LACK FINANCIAL MEANS, FOR THE ACQUISITION OF PERSONAL ASSISTIVE TECHNOLOGY DEVICES. 148417 2951951 1 1 0 1 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 1 0 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 30 0 1 29 1 0 0 0 0 0 1 1 1 1 0 0 0 X 18 17 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 AK AL AR AZ CA CT FL GA IL KS KY LA MA MD ME MI MS MN NC ND NJ NH NM NY OH OK OR PA RI SC TN UT VA WA WI WV X X X STEPHEN BENNETT 2027760406 1825 K STREET NW SUITE 600 WASHINGTON DC 20006 WOODY CONNETTE 1.00 X X 0 0 0 IAN RIDLON 1.00 X X 0 0 0 PAMELA TALKIN 1.00 X X 0 0 0 MARK BOLES 1.00 X X 0 0 0 DR JOE ANIELLO EDD 1.00 X 0 0 0 DR JAMES BENNETT 1.00 X 0 0 0 MICHAEL BURKE JR 1.00 X 0 0 0 RICHARD DONOVAN 1.00 X 0 0 0 KEITH GREEN 1.00 X 0 0 0 RUTH GULLERUD 1.00 X 0 0 0 MELVIN HURLEY 1.00 X 0 0 0 GLORIA JOHNSON-CUSACK 1.00 X 0 0 0 MARK LEZOTTE 1.00 X 0 0 0 LINDA MAGUIRE 1.00 X 0 0 0 EMILIO PARDO 1.00 X 0 0 0 CHRISTOBEL SELECKY 1.00 X 0 0 0 ROB WHITE 1.00 X 0 0 0 STEPHEN BENNETT 40.00 X X 451724 0 25626 CHRISTOPHER THOMSON 40.00 X 176170 0 22366 ANITA PORCO 40.00 X 159059 0 30928 MICHAEL HILL 40.00 X 162282 0 18132 STEPHEN KATSURINIS 40.00 X 131138 0 15414 MARK IRLANDEZ 40.00 X 114945 0 15281 TANNEKA JONES 40.00 X 104311 0 16697 CONSTANCE GARNER 40.00 X 317343 0 15805 1616972 0 160249 8 0 1 0 MINDSET DIRECT 1700 N JEFFERSON ST ARLINGTON VA 22205 DIRECT MAIL MANAGEMENT FEES 131980 EVENT 360 820 W JACKSON BLVD SUITE 800 CHICAGO IL 60607 EVENT MANAGEMENT/STRATEGY 105389 GRAND HYATT WASHINGTON 1000 H STREET NW WASHINGTON DC 20001 ANNUAL CONFERENCE MEETING SPACE 102843 3 926 65659 1566826 2740 1633411 MEMBERSHIP FEES 900099 2373984 2373984 ANNUAL CONFERENCE 900099 117062 47262 69800 CONSULTING 900099 49332 49332 2540378 210967 210967 70040 0 70040 70040 70040 0 65659 84976 -84976 -84976 OTHER REVENUE 900099 9461 9461 9461 4379281 2470578 0 275292 X 177798 177798 1025870 565800 322214 137856 1261248 695838 396095 169315 51213 28126 16112 6975 63487 34866 19974 8647 169526 93102 53335 23089 37508 37508 38685 38685 261152 261152 78723 78723 598965 411212 113678 74075 48237 11232 13709 23296 569963 290681 170989 108293 129988 78650 42353 8985 124566 116508 8058 15342 15342 348262 348262 123366 62916 37010 23440 EVENTS EXPENSES 85112 85112 MEMBERSHIP DUES, SUPPOR 62620 32104 230 30286 OTHER EXPENSES 9129 4856 3578 695 IN KIND DONATIONS 2740 2740 5283500 2951951 1367593 963956 X 500 500 806333 499791 240444 217750 146191 78571 20787 21266 1182169 302721 1006011 879448 7854708 7824388 804813 1847825 274129 308012 11153916 11677551 762043 770895 28451 31478 531581 830093 1113057 1083235 2435132 2715701 X 2462970 2033703 1616440 2261505 4639374 4666642 8718784 8961850 11153916 11677551 X -904219 1117375 29910 X X 0 1 X 1 0 X 5619147 6055916 4917524 4197520 3945013 24735120 5619147 6055916 4917524 4197520 3945013 24735120 1777218 22957902 656886 265080 306769 252799 281007 1762541 36792 18683 43584 45059 9461 153579 26651240 1028026 0.86140 0.87520 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 5338476 5338476 416924 104231 0 0 445625 417498 432395 416924 1712442 2568663 68700 30000 15000 113700 111406 104375 108099 104231 428111 642167 25000 10000 5000 40000 9493196 1355610 657577 59664 10131565 8503931 293366 1407777 636675 75203 9493196 9032064 252644 -95317 634932 50528 8503931 8605854 314318 703614 545315 46407 9032064 10877743 205077 -1120618 1331491 24857 8605854 0.33750 0.46060 0.20200 1 0 1182169 302721 879448 879448 METROPOLITAN WEST TOT RET BD I (MWTIX) 1044522 F TOUCHSTONE SANDS CAP SEL GR Y (CPSIX) 803303 F 1847825 DUE TO AFFILIATES 22247 DEFERRED RENT 1060988 1083235 X 5584909 1117375 3277 1120652 4464257 -84976 -84976 4379281 5371753 3277 84976 88253 5283500 0 5283500 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: PERMANENTLY RESTRICTED NET ASSETS AT SEPTEMBER 30, 2013, CONSIST OF THE BELLOWS ENDOWMENT DETAILED ABOVE, AS WELL AS CHARITABLE ANNUITY TRUST INTERESTS. EARNINGS ON THE BELLOWS ENDOWMENT FUND ARE TEMPORARILY RESTRICTED FOR PROGRAM PURPOSES AS SPECIFIED BY THE DONOR. UCP IS THE BENEFICIARY OF THE INCOME OF TWO CHARITABLE ANNUITY TRUSTS THAT IT DOES NOT ADMINISTER. THE INVESTMENTS OF EACH TRUST ARE ADMINISTERED BY A TRUSTEE WHO IS INDEPENDENT OF UCP, AND DISTRIBUTIONS ARE MADE TO UCP IN ACCORDANCE WITH THE TRUST AGREEMENT FOR EACH TRUST. THESE TRUSTS ARE INVESTED IN CASH AND CASH EQUIVALENTS, FIXED INCOME FUNDS, MUTUAL FUNDS, AND EQUITIES. UCP RECORDS ITS INTEREST IN THESE TRUSTS AT FAIR MARKET VALUE WITHIN PERMANENTLY RESTRICTED NET ASSETS. ANNUALLY, UCP BUDGETS FOR 5% OF THE BOARD DESIGNATED ENDOWMENT FUNDS TO BE SPENT IN THE FOLLOWING YEAR. THROUGHOUT THE YEAR, MONTHLY, 5% OF THE INVESTMENT BALANCE IS TRANSFERRED TO OPERATIONS FOR UTILIZATION. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: UCP IS A NON-PROFIT VOLUNTARY HEALTH AND WELFARE AGENCY EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE IRC). IT HAS BEEN CLASSIFIED AS A PUBLICLY SUPPORTED CHARITABLE ORGANIZATION UNDER SECTION 509(A)(1) OF THE IRC AND QUALIFIES FOR THE MAXIMUM CHARITABLE CONTRIBUTION DEDUCTION ALLOWABLE TO DONORS. INCOME, WHICH IS NOT RELATED TO EXEMPT PURPOSES, LESS APPLICABLE DEDUCTIONS, IS SUBJECT TO FEDERAL AND STATE CORPORATE INCOME TAXES. UCP DID NOT HAVE ANY NET UNRELATED BUSINESS INCOME FOR THE YEAR ENDED SEPTEMBER 30, 2013. UCP FOLLOWS THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THIS GUIDANCE, UCP MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ALSO ADDRESSES DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES ON INCOME TAXES, AND ACCOUNTING IN INTERIM PERIODS. MANAGEMENT EVALUATED UCP'S TAX POSITIONS AND CONCLUDED THAT UCP HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. GENERALLY, UCP IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE SEPTEMBER 30, 2010. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES REPORTED ON LINE 8B -84,976. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES REPORTED ON LINE 8B 84,976. EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES BELLOWS AND CP CHALLENGE 18721 0 0 0 0 0 0 18721 0 18721 0 0 0 0 0 0 X X X 1 MINDSET DIRECT 16900 SCIENCE DRIVE STE 210 BOWIE MD 20715 CONSULT ON DIRECT MAIL PROGRAM 0 374526 173705 200821 RR DONNELLEY 111 SOUTH WACKER DRIVE CHICAGO IL 60606 DIRECT MAIL GIFT LABELS, APPEALS, SOLICITATION CARDS 0 0 53681 -53681 MERKLE RESPONSE SERVICES 100 JAMISON COURT HAGERSTOWN MD 21740 DIRECT MAIL CAGING 1 0 33766 -33766 374526 261152 113374 AL AK AZ AR CA CO CT DE DC FL GA IA ID IL KS KY LA MA MD ME MI MS MN MO MT NC ND NE NJ NH NM NV NY OH OK IN OR PA RI SC SD TN TX UT VA VT WA WI WV WY WORLD CP CHALLENGE 65659 65659 84976 65659 65659 84976 84976 -84976 1 UCP OF CENTRAL MARYLAND 11350 MCCORMICK ROAD SUITE 1100 HUNT VALLEY MD 21031 520696384 501(C)3) 5853 BELLOWS GRANT - ASSISTIVE TECHNOLOGY GRANT FOR PEOPLE WITH DISABILITIES UCP OF ILLINOIS PRAIRELAND 311 S REED ST JOLIET IL 60436 362425572 501(C)3) 5861 BELLOWS GRANT - ASSISTIVE TECHNOLOGY GRANT FOR PEOPLE WITH DISABILITIES UCP OF MOBILE INC 3058 DAUPHIN SQUARE CONN MOBILE AL 36607 630340320 501(C)3) 5875 BELLOWS GRANT - ASSISTIVE TECHNOLOGY GRANT FOR PEOPLE WITH DISABILITIES UCP OF NORTHEASTERN MAINE 700 MOUNT HOPE AVE STE 320 BANGOR ME 04401 237193853 501(C)3) 8526 BELLOWS GRANT - ASSISTIVE TECHNOLOGY GRANT FOR PEOPLE WITH DISABILITIES UCP OF SOUTH CAROLINA 3300 NE EXPRESSWAY BLDG 9 ATLANTA GA 30341 510450487 501(C)3) 5273 BELLOWS GRANT - ASSISTIVE TECHNOLOGY GRANT FOR PEOPLE WITH DISABILITIES UCP OF TAMPA BAY 2215 E HENRY AVE TAMPA FL 33610 590714818 501(C)3) 6215 BELLOWS GRANT - ASSISTIVE TECHNOLOGY GRANT FOR PEOPLE WITH DISABILITIES UCPA OF GREATER CHICAGO 7550 183RD ST TINLEY PARK IL 60477 362258535 501(C)3) 5875 BELLOWS GRANT - ASSISTIVE TECHNOLOGY GRANT FOR PEOPLE WITH DISABILITIES 7 0 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: APPLICANTS APPLY FOR GRANTS THROUGH THEIR LOCAL AFFILIATE. APPLICATIONS ARE SENT TO THE BELLOWS COMMITTEE FOR REVIEW AND APPROVAL. X X X X 0 0 0 0 0 0 0 0 0 STEPHEN BENNETT 451724 0 0 0 0 0 12500 0 13126 0 477350 0 0 0 CHRISTOPHER THOMSON 176170 0 0 0 0 0 10752 0 11614 0 198536 0 0 0 ANITA PORCO 159059 0 0 0 0 0 9530 0 21398 0 189987 0 0 0 MICHAEL HILL 162282 0 0 0 0 0 9947 0 8185 0 180414 0 0 0 CONSTANCE GARNER 317343 0 0 0 0 0 8960 0 6845 0 333148 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 UCP'S MEMBERSHIP IS COMPOSED OF DOMESTIC 501(C)(3) CHARITABLE NONPROFITS WHICH PROVIDE SERVICES TO AND ADVOCACY ON BEHALF OF PEOPLE WITH DISABILITIES AND THEIR FAMILIES. FORM 990, PART VI, SECTION A, LINE 7A A NOMINATING COMMITTEE ASSESSES THE NEEDS OF THE UCP BOARD AND VETS CANDIDATES FOR THE BOARD OF TRUSTEES. THE NOMINATING COMMITTEE RECOMMENDS A SLATE OF CANDIDATES TO THE MEMBERS OF THE CORPORATION ANNUALLY. FLOOR NOMINATIONS ARE TAKEN AT THE ANNUAL MEETING. THE MEMBERS THEN VOTE ON THE SLATE OF CANDIDATES FOR THE BOARD. FORM 990, PART VI, SECTION A, LINE 7B THE MEMBERS OF THE ORGANIZATION VOTE ON CHANGES TO THE ORGANIZATIONAL DOCUMENTS OF UCP, INCLUDING ITS ARTICLES OF INCORPORATION OR BYLAWS; ELECTION OF TRUSTEES BY THE BOARD TO SERVE A VACANT SEAT ON THE BOARD; ELECTION OF MEMBERS OF THE NOMINATING COMMITTEE; AND ELECTION OF MEMBERS OF THE PROFESSIONAL COUNCIL. FORM 990, PART VI, SECTION B, LINE 11 UCP'S AUDITED FINANCIAL STATEMENTS UPON WHICH THE FINANCIAL INFORMATION IN THE 990 IS BASED WAS REVIEWED AND ACCEPTED BY THE AUDIT COMMITTEE AND THE BOARD. UCP'S 990 WILL BE REVIEWED BY THE FINANCE COMMITTEE AND PROVIDED TO THE BOARD BEFORE BEING SIGNED BY THE PRESIDENT AND CEO. FORM 990, PART VI, SECTION B, LINE 12C UCP'S BOARD CHAIR ANNUALLY REQUESTS CONFLICT OF INTEREST DISCLOSURE STATEMENTS FROM BOARD MEMBERS AND SENIOR MANAGEMENT EMPLOYEES, WHICH ARE SUBMITTED TO UCP'S GENERAL COUNSEL. OTHER INDIVIDUALS MAY ALSO SUBMIT TO THE GENERAL COUNSEL INFORMATION REGARDING POTENTIAL CONFLICTS OF WHICH THEY ARE AWARE. UCP'S GENERAL COUNSEL REVIEWS ANY POTENTIAL CONFLICT DISCLOSURES AND REPORTS TO THE BOARD CHAIR OR OTHER RELEVANT BOARD LEADER IF THE BOARD CHAIR IS CONFLICTED. IF AN APPARENT CONFLICT IS PRESENT, THE BOARD CHAIR OR OTHER BOARD LEADER WILL SEEK RECUSAL OF THE INDIVIDUAL WITH A CONFLICT. THE POLICY REQUIRES THAT ALL BOARD MEMBERS AND SENIOR MANAGEMENT EMPLOYEES SUBMIT UPDATED DISCLOSURE STATEMENTS TO THE GENERAL COUNSEL AND/OR THE BOARD CHAIR UPON A CHANGE IN MATERIAL CIRCUMSTANCES WHICH MAY PRESENT THE APPEARANCE OF A CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 AN EXECUTIVE SALARY COMMITTEE OF THE BOARD CONDUCTS A SALARY AND BENEFITS REVIEW AND APPROVAL. THE COMMITTEE CONSULTS SURVEYS OF COMPARABLE SALARIES AND BENEFITS PROVIDED TO INDIVIDUALS IN SIMILAR POSITIONS WITHIN SIMILAR GEOGRAPHICAL AREAS. THE COMMITTEE ALSO REVIEWS COMPARABLE SALARIES AND BENEFITS AT OTHER 501(C)(3) NONPROFIT CORPORATIONS AVAILABLE VIA IRS 990S. THE COMMITTEE CONSIDERS INDIVIDUAL PERFORMANCE FACTORS, COMPARABLE SALARIES, AND POSITION DESCRIPTIONS IN APPROVING SALARIES AND BENEFITS. THE COMMITTEE'S RECOMMENDATION IS THEN SUBMITTED TO THE BOARD FOR APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. THE FINANCIAL STATEMENTS ARE POSTED TO OUR WEBSITE FOR PUBLIC VIEWING AND PRINTING, IF NEEDED. OTHER FEES FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 411,212. MANAGEMENT AND GENERAL EXPENSES 113,678. FUNDRAISING EXPENSES 74,075. TOTAL EXPENSES 598,965. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTERESTS IN TRUSTS HELD BY THIRD PARTIES 29,910. FORM 990, PART XII, LINE 2C THE PROCESS FOR OVERSEEING THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT THAT AUDITED THE FINANCIAL STATEMENTS HAS BEEN CONSISTENT WITH PRIOR YEARS.