2014-02-14T07:24:59-06:00 2013-06-30 060903326 WHITTLESEY & HADLEY PC 280 TRUMBULL ST HARTFORD CT 061033509 990 2012-07-01 060867065 WHEELER CLINIC INC WHEE 8607933500 91 NORTHWEST DRIVE PLAINVILLE CT 06062 STEWART JOSLIN 8607933500 2014-02-14 1 EDWARD S JASON P00634355 8605223111 2012 2015-11-30 17:44:51Z STEWART JOSLIN 91 NORTHWEST DRIVE PLAINVILLE CT 06062 58297709 0 X WWW.WHEELERCLINIC.ORG X 1968 CT WHEELER CLINIC, INC. FOSTERS POSITIVE CHANGE IN THE LIVES OF INDIVIDUALS AND FAMILIES, AS WELL AS IN COMMUNITIES. WE PROVIDE CUTTING-EDGE HUMAN SERVICES THAT ADDRESS A DIVERSE RANGE OF NEEDS AND BACKGROUNDS, ENHANCE STRENGTHS AND PROVIDE THE SUPPORTS THAT ENCOURAGE RECOVERY FROM CHALLENGES FOR A SATISFYING LIFE IN THE COMMUNITY. 17 17 1046 46 0 0 31287622 34959851 21365431 22619758 383764 429112 150729 148425 53187546 58157146 884736 1224145 0 0 39308493 41579676 0 0 178634 10619868 11664183 50813097 54468004 2374449 3689142 33713927 40474428 8834051 9724313 24879876 30750115 X WHEELER CLINIC, INC. FOSTERS POSITIVE CHANGE IN THE LIVES OF INDIVIDUALS AND FAMILIES, AS WELL AS IN COMMUNITIES. WE PROVIDE CUTTING-EDGE HUMAN SERVICES THAT ADDRESS A DIVERSE RANGE OF NEEDS AND BACKGROUNDS, ENHANCE STRENGTHS AND PROVIDE THE SUPPORTS THAT ENCOURAGE RECOVERY FROM CHALLENGES FOR A SATISFYING LIFE IN THE COMMUNITY. 0 0 11442259 0 13699611 CHILDREN'S EDUCATIONAL SERVICES - INCLUDE ACADEMIC AND CLINICAL SUPPORTS FOR CHILDREN AND ADOLESCENTS WITH SERIOUS BEHAVIOR CHALLENGES WHO ARE REFERRED BY PUBLIC SCHOOLS FROM 50 TOWNS. 8195599 0 2773353 ADULT SERVICES - PROVIDES A BROAD RANGE OF INTERVENTION, RECOVERY AND RECIDIVISM REDUCTION PROGRAMS FOR INDIVIDUALS INVOLVED WITH JUSTICE SYSTEM, AS WELL AS BEHAVIORAL HEALTH SUPPORTS FOR THE COMMUNITY. THESE SERVICES ARE PROVIDED IN FACILITIES IN BRISTOL, HARTFORD, MIDDLETOWN, MERIDEN, NEW BRITAIN, PLAINVILLE AND WATERBURY AS WELL AS IN STATE FACILITIES. 11139235 354939 5208763 CHILDREN'S OUTPATIENT AND COMMUNITY BASED SERVICES - PROVIDES A CONTINUUM OF CRISIS, OUTPATIENT, DAY TREATMENT AND INTENSIVE IN-HOME PROGRAMS AND SERVICES FOR CHILDREN AND FAMILIES INVOLVED WITH THE DEPARTMENTS OF CHILDREN AND FAMILIES AND DEVELOPMENTAL SERVICES AS WELL AS YOUTH INVOLVED IN THE JUVENILE COURTS. SERVICES ARE PROVIDED IN CLINIC FACILITIES IN BRISTOL, HARTFORD, MIDDLETOWN, NEW HAVEN, PLAINVILLE AND WATERBURY AS WELL AS IN HOMES, SCHOOLS AND COMMUNITIES IN ALL OR PART OF HARTFORD, FAIRFIELD, LITCHFIELD, MIDDLESEX, NEW HAVEN AND TOLLAND COUNTIES. 16753037 869670 938031 CHILDREN'S RESIDENTIAL SERVICES - PROVIDES HOME-LIKE ENVIRONMENT FOR CHILDREN WITH BEHAVIORAL HEALTH CHALLENGES AND CHILDREN WHO HAVE BEEN REMOVED FROM THEIR HOME DUE TO ABUSE OR NEGLECT. EARLY CHILDHOOD SERVICES INCLUDE STATE AND FEDERALLY FUNDED PROGRAMS THAT SUPPORT YOUNG CHILDREN, PARENTS/CAREGIVERS AND EARLY CHILDHOOD EDUCATORS IN HOMES SCHOOLS AND COMMUNITIES.EXPENSES $6,935,499 INCLUDING GRANTS OF $107,725 REVENUE $314,260COMMUNITY BASED FAMILY SERVICES - PROVIDE FAMILY STRENGTHENING, INTENSIVE IN-HOME, THERAPEUTIC FOSTER CARE, AND JUVENILE RISK REDUCTION INTERVENTION SERVICES TO CHILDREN AND FAMILIES INVOLVED IN CHILD WELFARE AND JUVENILE JUSTICE SYSTEMS. THE DEPARTMENT ALSO INCLUDES AN INNOVATIVE PRIMARY CARE/BEHAVIORAL HEALTH INTEGRATION PROGRAM, AND PRACTICE INNOVATION PROJECTS INITIATIVES. SERVICES ARE PROVIDED IN HARTFORD, NEW BRITAIN, PLAINVILLE AND WATERBURY AS WELL AS IN COMMUNITY SETTINGS THROUGHOUT THE GREATER HARTFORD, NEW BRITAIN/BRISTOL AND WATERBURY COMMUNITIES.EXPENSES $7,350,202 INCLUDING GRANTS OF $420,523 REVENUE $147,108CONNECTICUT CENTER FOR PREVENTION, WELLNESS AND RECOVERY - IS THE STATE'S MOST COMPREHENSIVE RESOURCE FOR BEHAVIORAL HEALTH INFORMATION AND A LEADING PROVIDER OF PROFESSIONAL TRAINING AND DEVELOPMENT OPPORTUNITIES, AND PREVENTION AND HEALTH PROMOTION SERVICES STATEWIDE. THE DEPARTMENT INCLUDES THE WHEELER EMPLOYEE ASSISTANCE PROGRAM.EXPENSES $2,467,336 INCLUDING GRANTS OF $341,422 REVENUE $476,663 16753037 869670 938031 47530130 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 88 0 1 1046 1 0 0 0 0 0 1 1 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CT X X MS SUSAN WALKAMA PRESIDENT & CEO 8607933500 91 NORTHWEST DRIVE PLAINVILLE CT 06062 JEFFREY J LOUREIRO 1.00 X X 0 0 0 STEVEN LEFEBVRE 1.00 X X 0 0 0 RAYMOND J ARROYO 1.00 X X 0 0 0 STEVEN A BISCOGLIO 1.00 X 0 0 0 COURTNEY BOURNS 1.00 X 0 0 0 LORI BRANTNER 1.00 X 0 0 0 LAUREL S DILLON 1.00 X 0 0 0 WILLIAM D GOMBATZ 1.00 X 0 0 0 NICOLE M RANDALL 1.00 X 0 0 0 JANE TEDDER EDD 1.00 X X 0 0 0 DIANA LEVSKEY 1.00 X 0 0 0 GARY THOMAS 1.00 X 0 0 0 WILLIAM J TORRES 1.00 X 0 0 0 RICHARD E CARTLAND 1.00 X 0 0 0 CHRISTINE SKELLY 1.00 X 0 0 0 KENNETH R FREEMAN JR 1.00 X 0 0 0 PIERRE RICHARD 1.00 X 0 0 0 SUSAN WALKAMA 40.00 X 333801 0 40165 STEWART JOSLIN 40.00 X 45215 0 2053 STEVEN SPECTOR 40.00 X 278388 0 29624 MICHAEL F RUSSO 40.00 X 159982 0 34366 TODD H PINTER 40.00 X 201554 0 11980 RICHARD MILLER 40.00 X 159485 0 32260 WENDY FUCHS 40.00 X 152265 0 30428 PATRICIA SPEICHER WERBNER 40.00 X 147220 0 1369 SANDRA COHEN 40.00 X 147387 0 14636 1625297 0 196881 21 0 1 0 ALLSTATE INSTALLATIONS LLC PO BOX 29 STAFFORD SPRINGS CT 06076 RENOVATION OF 35 RUSSELL STREET 268433 CHILD GUIDANCE CLINIC FOR CENTRAL CT 384 PRATT STREET SUITE 1 MERIDEN CT 06450 ASSISTANCE USED TO PROVIDE EMERGENCY MOB 250155 KDSA CONSULTING LLC 145 MILK STREET 2ND FLOOR METHUEN MA 01844 IT CONSULTATION 236880 DR GURENDER SAHANI 43 WEST HILLS DRIVE AVON CT 06001 PSYCHIATRIC SERVICES 175311 CHILD HEALTH & DEVELOPMENT INSTITUTE 270 FARMINGTON AVE SUITE 367 FARMINGTON CT 06032 TECHNICAL ASSISTANCE AND CQI ACTIVITIES 156914 9 34748439 211412 34959851 TUITION 611110 13667313 13667313 FEE FOR SERVICE 621300 8952445 8952445 22619758 418835 418835 56301 46024 10277 10277 10277 242964 94539 148425 148425 58157146 22619758 0 577537 1224145 1224145 925554 925554 32555557 29629333 2825557 100667 1149190 1002498 140456 6236 4186214 3798757 373061 14396 2763161 2439443 315245 8473 3264853 2407997 828852 28004 960681 882858 74011 3812 57320 57070 239 11 711153 527855 181796 1502 PROGRAM OPERATING SUPPL 5723616 4643111 1065053 15452 TRAVEL AND TRAINING 946560 917063 29416 81 54468004 47530130 6759240 178634 334738 417926 8381614 8809646 1292827 2146432 1822262 2632698 366632 446864 16761079 9617965 5357555 7143114 16158299 18877748 33713927 40474428 5687008 6364760 1818058 2138278 1328985 1221275 8834051 9724313 X 24619253 30412461 94067 163867 166556 173787 24879876 30750115 33713927 40474428 X 3689142 2108712 72385 X X 0 1 X 1 1 1 X 28158105 28777800 29170650 31287622 34136799 151530976 28158105 28777800 29170650 31287622 34136799 151530976 151530976 253283 243654 323470 383764 429112 1633283 153164259 22619758 0.98930 0.98860 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 31240 0 0 31240 0 PART IV, SUPPLEMENTAL INFORMATION: PAYMENTS TO A REGISTERED LOBBYING FIRM FOR THE PURPOSE OF STAYING ABREAST AND EXPRESSING CONCERNS AND OPINIONS ABOUT CURRENT STATE OF CONNECTICUT PROPOSED LEGISLATION. 15711893 0 2349015 52661 18008247 15619537 -38 145431 53037 15711893 9758103 3999530 1898439 36535 15619537 8619757 131511 1036951 30116 9758103 10405204 -1761518 23929 8619757 1.00000 0 0 691925 691925 8898688 5194550 3704138 5506826 4423415 1083411 1663640 1663640 7143114 X 60338243 2108712 72385 2181097 58157146 0 58157146 54468004 0 54468004 0 54468004 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: THE ORGANIZATION HAS IMPLEMENTED THE ACCOUNTING GUIDANCE FOR UNCERTAINTY IN INCOME TAXES USING CERTAIN PROVISIONS OF ASC 740, INCOME TAXES. USING THIS GUIDANCE, TAX POSITIONS INITIALLY NEED TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS WHEN IT IS MORE-LIKELY-THAN-NOT THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITIES. AS OF JUNE 30, 2013 AND 2012, THE CLINIC HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS AND BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR INCOME TAX POSITIONS TAKEN IN ITS TAX RETURNS. CURRENTLY, THE CLINIC'S FEDERAL INFORMATIONAL RETURNS FOR FISCAL YEARS 2009-2011 REMAIN OPEN TO INSPECTION BY THE IRS. PART XI, LINE 2D - OTHER ADJUSTMENTS: POST RETIREMENT BENEFIT COST CHARGE REQUIRED BY ASC 715 PART IV, LINE 11F: AS OF JUNE 30, 2013 AND 2012, THE CLINIC HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURES IN THE FINANCIAL STATEMENTS AND BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR INCOME TAX POSITIONS TAKEN IN ITS TAX RETURNS. PART V, LINE 4: IT IS THE POLICY OF THE CLINIC'S BOARD OF TRUSTEES TO DISTRIBUTE ANNUALLY UP TO 5% OF A TRAILING THREE CALENDAR YEAR AVERAGE OF THE BOARD DESIGNATED ENDOWMENT TOTAL ASSET VALUE, WITH THE UNDERSTANDING THAT THIS SPENDING RATE PLUS INFLATION WILL NOT NORMALLY EXCEED TOTAL REAL RETURN (RETURN NET OF INFLATION) FROM INVESTMENTS. ON THE RECOMMENDATION OF THE CHIEF EXECUTIVE OFFICER AND THE FINANCE COMMITTEE, THE BOARD OF TRUSTEES MAY APPROVE ADDITIONAL DISTRIBUTIONS FROM THE BOARD DESIGNATED ENDOWMENT FUND FOR INVESTMENTS IN NEW PROGRAMS OR FACILITIES OR OTHER URGENT CLINIC NEEDS. THE FINANCE COMMITTEE WILL PERIODICALLY REVIEW THE SPENDING POLICY AGAINST ACTUAL RETURNS IN ORDER TO MAKE ADJUSTMENTS NECESSARY FOR THE PRESERVATION OF PURCHASING POWER OF THE BOARD DESIGNATED ENDOWMENT FUND. GOLF FUNDRAISER 83728 83728 15485 11137 2833 GALA 159236 159236 8030 14455 26402 2500 13697 242964 242964 8030 29940 37539 2500 16530 94539 148425 1 CHILD GUIDANCE CLINIC FOR CENTRAL CT INC 117 LINCOLN ST MERIDEN CT 06451 060726055 501(C)(3) 249977 PROVIDE EMERGENCY MOBILE PSYCHIATRIC SERVICES IN GREATER HARTFORD. THE SUBCONTRACTOR WILL PROVIDE CRISIS ASSESSMENT, LINKAGE, SUPPORT SERVICES AND STABILIZATION SERVICES TO CHILDREN, ADOLESCENTS AND FAMILIES REFERRED. CITY OF NEW BRITAIN - YOUTH AND FAMILY SERVICES CITY HALL 27 WEST MAIN STREET NEW BRITAIN CT 06051 066001874 501(C)(3) 104962 ARRANGE AND DELIVER CARE COORDINATION SERVICES TO CHILDREN AND FAMILIES REFERRED THROUGH WHEELER CLINIC'S REFERRAL AND ADMISSION PROCESS. THE SUBCONTRACTOR DOES EXTENSIVE WORK WITH FAMILIES TO ASSESS, DEVELOP AND OVERSEE A COMPREHENSIVE PLAN OF CARE INCLUDING FORMAL, INFORMAL AND NATURAL SUPPORTS. CARE COORDINATORS PRACTICE HIGH FIDELITY WRAPAROUND PROCESSES IN WORKING WITH FAMILIES TO ASSESS THEIR STRENGTHS AND NEEDS. CONNECTICUT COLLEGE 270 MOHEGAN AVENUE NEW LONDON CT 06320 060646587 501(C)(3) 30000 SUICIDE PREVENTION AND MENTAL HEALTH PROMOTION. ERASE 70 CANTERBURY STREET EAST HARTFORD CT 06118 061313177 501(C)(3) 23000 UNDERAGE AND HIGH RISK DRINKING PREVENTION. FAIRFIELD UNIVERSITY 1073 NORTH BENSON ROAD FAIRFIELD CT 06824 060646623 501(C)(3) 22793 UNDERAGE AND HIGH RISK DRINKING PREVENTION. MCCALL FOUNDATION 58 HIGH STREET PO BOX 806 TORRINGTON CT 06790 060961756 501(C)(3) 23000 UNDERAGE AND HIGH RISK DRINKING PREVENTION. POSITIVE DIRECTIONS 420 POST ROAD WEST WESTPORT CT 06880 060935732 501(C)(3) 23000 UNDERAGE AND HIGH RISK DRINKING PREVENTION. SACRED HEART UNIVERSITY 5151 PARK AVENUE FAIRFIELD CT 068251000 060776644 501(C)(3) 23000 UNDERAGE AND HIGH RISK DRINKING PREVENTION. SOUTHERN CONNECTICUT STATE UNIVERSITY 501 CRESCENT STREET NEW HAVEN CT 06515 061363115 501(C)(3) 23000 UNDERAGE AND HIGH RISK DRINKING PREVENTION. CHARLOTTE HUNGERFORD HOSPITAL 540 LITCHFIELD ST TORRINGTON CT 06790 060646678 501(C)(3) 21369 PROVIDE MULTIDISCIPLINARY EXAMINATION SERVICES THROUGH A MULTIDISCIPLINARY EXAMINATION CLINIC TO BE LOCATED ON CHH'S PREMISES IN TORRINGTON, CT. SACRED HEART UNIVERSITY 5151 PARK AVENUE FAIRFIELD CT 068251000 060776644 501(C)(3) 30000 SUICIDE PREVENTION AND MENTAL HEALTH PROMOTION. UNIVERSITY OF NEW HAVEN 300 BOSTON POST ROAD WEST HAVEN CT 06516 060761704 501(C)(3) 23000 UNDERAGE AND HIGH RISK DRINKING PREVENTION. FAMILY LIFE EDUCATION INC 30 ARBOR STREET SOUTH SUITE 102 HARTFORD CT 06106 061262848 501(C)(3) 136483 ORGANIZE AND DELIVER SERVICES FOR THE COMMUNITY SUPPORT FOR FAMILIES IN DCF REGION 4. THE SERVICE WILL ENGAGE FAMILIES WHO HAVE RECEIVED A FAMILY ASSESSMENT RESPONSE FROM DCF AND CONNECT THEM TO CONCRETE, TRADITIONAL AND NON-TRADITIONAL RESOURCES AND SERVICES IN THE COMMUNITY. HUMAN RESOURCES AGENCY OF NEW BRITAIN INC 180 CLINTON STREET NEW BRITAIN CT 06053 060954802 501(C)(3) 268040 ORGANIZE AND DELIVER SERVICES FOR THE COMMUNITY SUPPORT FOR FAMILIES IN DCF REGION 6. THE SERVICE WILL ENGAGE FAMILIES WHO HAVE RECEIVED A FAMILY ASSESSMENT RESPONSE FROM DCF AND CONNECT THEM TO CONCRETE, TRADITIONAL AND NON-TRADITIONAL RESOURCES AND SERVICES IN THE COMMUNITY. YALE UNIVERSITY PO BOX 208092 NEW HAVEN CT 065208087 060646973 501(C)(3) 33165 PROVIDE TRAINING, CONSULTATIVE SERVICES, QUALITY ASSURANCE, DATA MANAGEMENT AND ANALYSIS ON THE FAMILY BASED RECOVERY MODEL. MANCHESTER COMMUNITY COLLEGE 60 BIDWELL ST MANCHESTER CT 06040 061269050 501(C)(3) 30000 SUICIDE PREVENTION AND MENTAL HEALTH PROMOTION. NORWALK COMMUNITY COLLEGE 188 RICHARDS AVENUE NORWALK CT 06854 061425725 501(C)(3) 30000 SUICIDE PREVENTION AND MENTAL HEALTH PROMOTION. CHILD HEALTH AND DEVELOPMENT INSTITUTE OF CT INC 270 FARMINGTON AVENUE FARMINGTON CT 06032 061504725 501(C)(3) 86356 TECHNICAL ASSISTANCE AND CQI ACTIVITIES FOR PROMISING STARTS PROJECT LAUNCH INITIATIVE. CONNECTICUT COLLEGE 270 MOHEGAN AVENUE NEW LONDON CT 06320 060646587 501(C)(3) 23000 UNDERAGE AND HIGH RISK DRINKING PREVENTION. UNIVERSITY OF CONNECTICUT HEALTH CENTER CENTER FOR PUBLIC HEALTH AND HEALT 99 ASH ST EAST HARTFORD CT 06108 521725543 501(C)(3) 20000 CHCI EVALUATION WORK AGREEMENT. 20 0 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: WHEELER CLINIC DEPARTMENT VICE PRESIDENTS MONITOR THE FULFILLMENT OF PROGRAM REQUIREMENTS. THE ORGANIZATIONS PROVIDE PERIODIC FINANCIAL UPDATES, WHICH ARE REVIEWED BY WHEELER CLINIC STAFF TO ENSURE THE FUNDS ARE SPENT ON THE TYPES OF EXPENSES NECESSARY AND APPROPRIATE TO MEET THE INTENDED PROGRAM NEEDS. ON AN ANNUAL BASIS THE ORGANIZATIONS AUDITED FINANCIAL STATEMENTS AND STATE SINGLE AUDIT REPORTS ARE REVIEWED BY WHEELER CLINIC STAFF. X X X X X 0 0 0 0 0 0 0 0 0 SUSAN WALKAMA 333801 0 0 0 0 0 19517 0 20648 0 373966 0 0 0 STEVEN SPECTOR 278388 0 0 0 0 0 11279 0 18345 0 308012 0 0 0 MICHAEL F RUSSO 159982 0 0 0 0 0 11486 0 22880 0 194348 0 0 0 TODD H PINTER 201554 0 0 0 0 0 11449 0 531 0 213534 0 0 0 RICHARD MILLER 159485 0 0 0 0 0 9937 0 22323 0 191745 0 0 0 WENDY FUCHS 152265 0 0 0 0 0 9982 0 20446 0 182693 0 0 0 SANDRA COHEN 147387 0 0 0 0 0 6337 0 8299 0 162023 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE 990 IS PREPARED BY AN INDEPENDENT ACCOUNTANT AND REVIEWED BY THE CEO, CFO, FINANCE COMMITTEE AND BOARD OF TRUSTEES PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THERE ARE CONFLICT OF INTEREST POLICIES FOR BOTH THE BOARD OF TRUSTEES AND STAFF. THE BOARD OF TRUSTEES AND EMPLOYEES ARE REQUIRED TO REVIEW AND SIGN OFF ON THE POLICY ANNUALLY AND DISCLOSE AT ANY POINT THEY BECAME AWARE OF A POTENTIAL OR ACTUAL CONFLICT. EMPLOYEES, VOLUNTEERS, INTERNS AND TRUSTEES ARE ALSO ORIENTED TO THE POLICIES ON HIRE AND ANNUALLY. DISCLOSURE STATEMENTS ARE REVIEWED BY THE APPLICABLE DEPARTMENT VICE PRESIDENT AND THE VICE PRESIDENT OF HUMAN RESOURCES FOR ACTIONS AS REQUIRED. THE QA VICE PRESIDENT KEEPS DATA ON THE NUMBER AND TYPE OF CONFLICTS REPORTED AND ACTIONS TAKEN. FORM 990, PART VI, SECTION B, LINE 15 AN OUTSIDE, INDEPENDENT FIRM HAS BEEN ENGAGED WITH OUR BOARD OF TRUSTEES ON THREE OCCASIONS SINCE 2004 TO REVIEW EXECUTIVE COMPENSATION. AN UPDATE IN 2008 WAS COMPLETED AND INCLUDED COMPARABILITY DATA. THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES PERFORMS THE EXECUTIVE COMPENSATION REVIEW ON AN ANNUAL BASIS. AN EXECUTIVE COMPENSATION PHILOSOPHY STATEMENT, PROVIDING GENERAL GUIDELINES FOR IMPLEMENTING THE EXECUTIVE COMPENSATION PROGRAM, WAS ALSO FINALIZED AND APPROVED BY THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19 REQUESTS ARE SENT TO THE PUBLIC RELATIONS DEPARTMENT WHO WILL RESPOND WITHIN 10 DAYS. THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE PROVIDED AT THE ORGANIZATION'S DISCRETION. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: POSTRETIREMENT BENEFIT COST CREDIT 72,385. PART XII, LINE 2C PROCESS HAS NOT CHANGED SINCE PRIOR YEAR.