2013-01-15T13:57:15-06:00 2012-06-30 520783935 SMITH ELLIOTT KEARNS & COMPANY LLC 19 BROOKWOOD AVE SUITE 101 CARLISLE PA 17015 990 2011-07-01 231352161 CARLISLE AREA HEALTH AND WELLNESS FOUNDATION CARL 7179609009 274 WILSON STREET CARLISLE PA 17013 REBECCA H RALEY 7179609009 2012-12-20 1 GREGORY P HALL CPA P00156653 7172439104 2011 2016-02-25 16:41:14Z REBECCA H RALEY 274 WILSON STREET CARLISLE PA 17013 17124502 0 X WWW.CAHWF.ORG X 2001 PA THE CARLISLE AREA HEALTH & WELLNESS FOUNDATION IDENTIFIES AND ADDRESSES HEALTH CARE NEEDS AND POLICIES, PROMOTES RESPONSIBLE HEALTH PRACTICES, AND ENHANCES ACCESS TO AND DELIVERY OF HEALTH SERVICES. 21 21 8 50 0 0 1079965 1062650 0 0 1033750 1336720 116661 61415 2230376 2460785 2160783 2084318 0 0 676206 572940 0 0 668 505386 522901 3342375 3180159 -1111999 -719374 73024595 69131560 1991071 1792133 71033524 67339427 X THE CARLISLE AREA HEALTH & WELLNESS FOUNDATION IDENTIFIES AND ADDRESSES HEALTH CARE NEEDS AND POLICIES, PROMOTES RESPONSIBLE HEALTH PRACTICES, AND ENHANCES ACCESS TO AND DELIVERY OF HEALTH SERVICES. 0 0 2524179 2084318 THE CARLISLE AREA HEALTH & WELLNESS FOUNDATION ("FOUNDATION") PROVIDES FUNDING FOR GRANTS AND INITIATIVES THAT SEEK TO IMPROVE INDIVIDUALS' HEALTH STATUS AND BUILD COMMUNITY HEALTH CAPACITY. THE FOUNDATION'S CENTRAL PURPOSE IS TO PROVIDE SUPPORT TO PROGRAMS ALIGNING WITH FIVE BOARD-ADOPTED FOCUS AREAS. TOWARD THAT GOAL IN 2011-12 THE TOTAL GIVING TO RESPONSIVE GRANTS WAS $2,084,318; RELATED PERCENTAGES FOR THE FOCUS AREAS WERE: PRIMARY CARE-39%, ORAL HEALTH-22%, NUTRITION, PHYSICAL ACTIVITY AND TOBACCO CESSATION-18%, BEHAVIORAL HEALTH-14% AND ALLIED HEALTHCARE EDUCATION-6%. HEALTHY PEOPLE GRANTS RECEIVED 1% OF FUNDS. GRANTS WERE PROVIDED TO 32 NONPROFIT ORGANIZATIONS. ADDITIONALLY, BEYOND RESPONSIVE GRANT MAKING THE FOUNDATION DEVELOPS INITIATIVES TO PROACTIVELY ADDRESS PRIORITY GOALS. THE TOTAL FUNDING FOR 2011-12 OF $77,375 SUPPORTED SUCH EFFORTS AS WELLNESS AT WORK AND WORKPLACE DIABETES. SIX PROGRAMS AT SADLER HEALTH CENTER ARE SO CRITICAL TO THE FOUNDATION'S MISSION AND THE COMMUNITY'S BASIC HEALTHCARE NEEDS THAT IN TOTAL THEY RECEIVE APPROXIMATELY 58% OF GRANT FUNDS. THE SERVICES OFFERED THROUGH THIS COMMUNITY HEALTH CENTER INCLUDE: TRADITIONAL MEDICAL AND DENTAL CARE; HEALTHY RX, WHICH HAS SECURED OVER $21 MILLION IN FREE PRESCRIPTIONS IN JUST OVER SIX YEARS; TOBACCO CESSATION, WITH A HIGHLY SUCCESSFUL 68% QUIT RATE; NURSE-FAMILY PARTNERSHIP, A NATIONALLY RESPECTED EVIDENCE-BASED PROGRAM; AND BEHAVIORAL HEALTH COUNSELING. IN THE STATEMENT OF FUNCTIONAL EXPENSES, THE FOUNDATION REPORTS THAT 79% OF ITS FUNDS SUPPORTED PROGRAM SERVICES IN 2011-12. ON AVERAGE, A GRANT LEVERAGES OVER $3.00 FROM OTHER RESOURCES FOR EVERY $1.00 THE FOUNDATION INVESTS. BEYOND TRADITIONAL GRANT MAKING, THE FOUNDATION: ASSESSES COMMUNITY HEALTH NEEDS THROUGH ROUNDTABLE DISCUSSIONS AND SURVEYS; BUILDS NONPROFIT CAPACITY THROUGH REGIONAL TRAININGS ON TOPICS SUCH AS FUNDRAISING, MEDIA RELATIONS AND OUTCOMES MEASUREMENTS; EDUCATES THE PUBLIC ABOUT, AND ADVOCATES FOR, STRONG HEALTH POLICIES; DRIVES COLLABORATION BY LEADING REGIONAL PARTNERSHIPS SUCH AS THE CUMBERLAND COUNTY STATE HEALTH IMPROVEMENT PARTNERSHIP AND A YOUTH NUTRITION AND ACTIVITY COALITION; AND PROACTIVELY DEVELOPS EVIDENCE-BASED INITIATIVES, SUCH AS A 5210 HEALTH CAMPAIGN AND RELATED GRANTS TO AREA SCHOOLS. 2524179 1 1 0 1 0 0 0 0 1 0 1 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 18 0 1 8 1 0 0 0 0 0 0 0 0 0 0 X 21 21 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X HAROLD S FRAKER JR 7179609009 274 WILSON STREET CARLISLE PA 17013 THOMAS COOLIDGE 4.00 X X 0 0 0 SUSAN OTWAY 4.00 X X 0 0 0 SHERRY HOOVER 3.00 X X 0 0 0 DEB KELLY 3.00 X X 0 0 0 JEFFREY GAYMAN 2.00 X 0 0 0 JOSEPH LAYMAN 3.00 X 0 0 0 CRAIG MCLEAN 3.00 X 0 0 0 TERRY URICH 3.00 X 0 0 0 CAROL WILLIAMS 3.00 X 0 0 0 STEPHANIE WILLIAMS 3.00 X 0 0 0 MARY FRANCES CARSON 2.00 X 0 0 0 VIRGILIO CENTENERA 2.00 X 0 0 0 PAUL GEHRIS 2.00 X 0 0 0 JAMES HOEFLER 2.00 X 0 0 0 DAVID HOOVER 2.00 X 0 0 0 JOHN MCCLELLAN 2.00 X 0 0 0 PATTI MCLAUGHLIN 2.00 X 0 0 0 JACQUELINE L POWELL 2.00 X 0 0 0 DAVE ROSE 2.00 X 0 0 0 JUNE L SHOMAKER 2.00 X 0 0 0 STEPHEN WINN 2.00 X 0 0 0 REBECCA H RALEY 40.00 X 78699 0 29423 HAROLD S FRAKER JR 40.00 X 65547 0 14431 M ELIZABETH MCMANUS 40.00 X 117388 0 9242 261634 0 53096 1 1 0 0 MORGAN STANLEY WORLD HEADQUARTERS 1585 BROADWAY NEW YORK NY 10036 INVESTMENT MANAGEMENT 225743 1 1062650 1062650 991431 991431 14933806 75200 14584233 79484 349573 -4284 345289 345289 PENSION REFUND 900099 25006 25006 FEES REVENUE 900099 24262 24262 RETURN OF GRANT FUNDS 900099 12147 12147 61415 2460785 61415 0 1336720 2084318 2084318 190857 82317 108388 152 269661 116320 153140 201 25128 10989 14123 16 55960 26554 29374 32 31334 13598 17712 24 12230 12230 14500 14500 220749 220749 29029 12469 16554 6 1400 4 1396 14417 3235 11177 5 56573 26550 29960 63 6379 1283 5096 623 399 224 32716 18753 13914 49 9808 5754 4054 INITIATIVES & STRATEGIC 111100 111100 EVENTS & COMMUNITY DEVE 11993 10418 1575 MISCELLANEOUS 1146 1146 TRAINING & EDUCATION 238 118 120 3180159 2524179 655312 668 300 300 46674 51409 1685 7463 10691 25828 809794 605325 214865 204469 38609127 35922427 34141253 32919664 73024595 69131560 192270 131109 1780615 1633964 18186 27060 1991071 1792133 X 36717982 34369774 179123 61020 34136419 32908633 71033524 67339427 73024595 69131560 X -719374 -2974723 X 0 1 1 X 0 X 2201501 1127570 1028979 1079965 1062650 6500665 2201501 1127570 1028979 1079965 1062650 6500665 4195928 2304737 1933524 1364293 806614 982901 991431 6078763 161092 160497 314788 116661 61415 814453 13393881 0.17210 0.16870 X CARLISLE AREA HEALTH AND WELLNESS FOUNDATION IS A PUBLICLY SUPPORTED FOUNDATION BASED ON THE FACTS AND CIRCUMSTANCES TEST OF TREASURY REG. 1.170A-9(F)(3), CARLISLE AREA HEALTH AND WELLNESS FOUNDATION RECEIVED PUBLIC SUPPORT ABOVE 10%. FOR THE FIVE-YEAR PERIOD ENDING JUNE 30, 2012, THE ORGANIZATION RECEIVED APPROXIMATELY 17.21% OF ITS SUPPORT FROM THE GENERAL PUBLIC. CARLISLE AREA HEALTH AND WELLNESS FOUNDATION IS ORGANIZED AND OPERATED TO ATTRACT NEW AND ADDITIONAL SUPPORT ON A CONTINUOUS BASIS FROM THE GENERAL PUBLIC AND OTHER EXEMPT ORGANIZATIONS. CARLISLE AREA HEALTH AND WELLNESS FOUNDATION'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, CARLISLE AREA HEALTH AND WELLNESS FOUNDATION 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 OUR REGION. THIS MISSION ORIGINATES FROM THE FOUNDATION'S PREDECESSOR ORGANIZATION, CARLISLE HEALTH SERVICES CORPORATION (THE FORMER CARLISLE HOSPITAL), THE SALE OF WHICH ESTABLISHED TODAY'S FOUNDATION. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6437 821 7258 2516921 2524179 276209 69052 0 0 303516 284717 282932 276209 1147374 1721061 4612 4412 8310 7258 24592 75879 71179 70733 69052 286843 430265 4459 3725 8022 6437 22643 0 1 131911 131911 609520 554115 55405 68363 51210 17153 204469 BENEFICIAL INTEREST IN PERPETUAL TRUSTS 32908633 INVESTMENT INCOME RECEIVABLE 11031 32919664 2460785 3180159 -719374 -1746937 -1227786 -2974723 -3694097 -509654 -1746937 -1227786 -2974723 2465069 -4284 -4284 2460785 3184443 4284 4284 3180159 0 3180159 PART IV, LINE 2B: THE ORGANIZATION HAS TAKEN ON A FIDUCIARY RESPONSIBILITY FOR THE FUNDS OF THE PENNSYLVANIA COALITION FOR ORAL HEALTH. THE COALITION IS IN THE FORMATION PROCESS AND THE ORGANIZATION IS ACTING AS CUSTODIAN FOR THE FUNDS UNTIL THE COALITION IS SET UP WITH ITS OWN STAFFING. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE FOUNDATION FOLLOWS THE FASB ACCOUNTING STANDARDS CODIFICATION, WHICH PROVIDES GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ORGANIZATION'S FINANCIAL STATEMENTS. THE GUIDANCE PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, AND ALSO PROVIDES GUIDANCE ON DERECOGNITION, INTEREST, PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION. AS OF JUNE 30, 2012, THE FOUNDATION HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOUSRE IN THE FOUNDATION'S FINANCIAL STATEMENTS. TAX YEARS SUBSEQUENT TO 2008 ARE OPEN FOR EXAMINATION. PART XI, LINE 8 - OTHER ADJUSTMENTS: CHANGE IN VALUE OF PERPETUAL TRUSTS -1,227,786. PART XII, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF PERPETUAL TRUSTS -1,227,786. PART XII, LINE 4B - OTHER ADJUSTMENTS: LOSS ON EXCHANGE OF FIXED ASSETS -4,284. PART XIII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON EXCHANGE OF FIXED ASSETS 4,284. 1 CARLISLE AREA HEALTHCARE AUXILIARY P O BOX 579 CARLISLE PA 17013 236399312 501(C)(3) 19000 SCHOLARSHIPS FOR POST-SECONDARY HEALTHCARE PROGRAMS CARLISLE AREA SCHOOL DISTRICT 623 WEST PENN STREET CARLISLE PA 17013 239005321 7605 NUTRITION AND FITNESS PROGRAM CARLISLE FAMILY YMCA 311 SOUTH WEST STREET CARLISLE PA 17013 231386198 501(C)(3) 18179 NUTRITION AND ACTIVITY INSTRUCTION FOR OVERWEIGHT YOUTH, MEMBERSHIPS CENTER FOR YOUTH & COMMUNITY DEVELOPMENT P O BOX 3576 GETTYSBURG PA 17325 640952164 501(C)(3) 24900 LEADERSHIP TRAINING FOR REDUCING SUBSTANCE ABUSE CIVIC CLUB OF SHIPPENSBURG P O BOX 593 SHIPPENSBURG PA 17257 231394564 501(C)(3) 16000 IN-HOME HEALTH SERVICES DOMESTIC VIOLENCE SERVICES 602 NORTH HANOVER STREET CARLISLE PA 17013 251629910 501(C)(3) 12000 FAMILY RELATIONSHIP EDUCATION EMPLOYMENT SKILLS CENTER 29 SOUTH HANOVER STREET CARLISLE PA 17013 231995705 501(C)(3) 30000 CERTIFIED NURSE AIDE TRAINING HACC FOUNDATION M260 ONE HACC DRIVE HARRISBURG PA 17110 232353614 501(C)(3) 73000 SCHOLARSHIPS FOR PROGRAMS IN HEALTH-RELATED FIELDS HOSPICE OF CENTRAL PA 1320 LINGLESTOWN ROAD HARRISBURG PA 17110 232106895 501(C)(3) 69880 HOSPICE SERVICES MARANATHA CARLISLE 17 EAST HIGH STREET SUITE 104 CARLISLE PA 17013 205164840 501(C)(3) 7500 FINANCIAL MANAGEMENT SERVICES NHSTHE STEVENS CENTER 33 STATE AVENUE CARLISLE PA 17013 251878857 501(C)(3) 57000 OUTPATIENT SUBSTANCE ABUSE TREATMENT NHSTHE STEVENS CENTER 33 STATE AVENUE CARLISLE PA 17013 251878857 501(C)(3) 85000 PSYCHIATRIC SERVICES CLINICAL TEAM PROJECT SHARE OF CARLISLE 5 NORTH ORANGE STREET SUITE 4 CARLISLE PA 17013 270531231 501(C)(3) 70000 HEALTHY FOOD FOR REGIONAL FOOD PANTRY SADLER HEALTH CENTER 100 NORTH HANOVER STREET CARLISLE PA 17013 542082673 501(C)(3) 1215175 SUPPORT FOR PROGRAMS OF LOCAL HEALTH CENTER SUBSTANCE ABUSE SERVICES 100 NORTH CAMERON STREET SUITE 401-E HARRISBURG PA 17101 251861015 501(C)(3) 77560 SUBSTANCE ABUSE ADVOCACY AND EDUCATION YWCA CARLISLE 301 G STREET CARLISLE PA 17013 231429866 501(C)(3) 16000 EDUCATION AND THERAPUTIC SERVICES FOR CANCER PATIENTS YWCA CARLISLE 301 G STREET CARLISLE PA 17013 231429866 501(C)(3) 26000 EXERCISE PROGRAM FOR OVERWEIGHT WOMEN & HEALTHY FOOD CHOICES BIG SPRING SCHOOL DISTRICT 45 MOUNT ROCK ROAD NEWVILLE PA 17241 236005298 34482 IMPROVING YOUTH NUTRITION AND PHYSICAL ACTIVITY CARLISLE AREA SCHOOL DISTRICT 623 WEST PENN STREET CARLISLE PA 17013 239005321 28083 IMPROVING YOUTH NUTRITION AND PHYSICAL ACTIVITY CUMBERLAND VALLEY RAILS TO TRAILS COUNCIL PO BOX 531 SHIPPENSBURG PA 17257 232630981 501(C)(3) 24500 EXPANSION OF RAIL TRAIL JOIN HANDS MINISTRY P O BOX 335 NEW BLOOMFIELD PA 17068 320271270 501(C)(3) 18000 DURABLE MEDICAL EQUIPMENT LOAN PROGRAM VISITING NURSE ASSOCIATION OF CENTRAL PA 3315 DERRY STREET HARRISBURG PA 17111 231352571 501(C)(3) 84650 COMMUNITY NURSE SERVICES WEST PERRY SCHOOL DISTRICT 2606 SHERMANS VALLEY ROAD ELLIOTTSBURG PA 17024 231642140 43294 IMPROVING YOUTH NUTRITION AND PHYSICAL ACTIVITY 23 THE FOUNDATION USES FIVE CRITICAL MECHANISMS TO ENSURE THAT GRANT FUNDS ARE APPROPRIATELY APPLIED TO ACHIEVE DESIRED GOALS: 1) GRANT APPLICATIONS IN WHICH PROSPECTIVE GRANTEES SPECIFY PROJECT GOALS, OBJECTIVES, EVALUATION STRATEGIES AND BUDGET; 2) GRANT CONTRACTS THAT CONFIRM PROJECT GOALS, OUTCOMES, EVALUATION PLANS, REPORTING REQUIREMENTS AND SITE VISIT PLANS; 3) INTERIM REPORTS PREPARED BY GRANTEES, WHICH DOCUMENT PROGRESS IN MEETING GOALS AND OBJECTIVES; 4) SITE VISITS BY FOUNDATION STAFF AND VOLUNTEERS, WHICH ALLOW FOR AN OPEN DIALOGUE BETWEEN PROGRAM AND FOUNDATION STAFF, AS WELL AS OBSERVATION OF PROGRAM ACTIVITIES WHEN APPROPRIATE AND; 5) FINAL REPORTS TO THE EXTENT POSSIBLE, REPORTING AND EVALUATION REQUIREMENTS ARE RIGHT-SIZED TO MATCH THE SIZE OF ANY GIVEN AWARD. WHILE ALL AWARDS BEGIN WITH A GRANT APPLICATION AND CONTRACT, FOUNDATION MINI-GRANTS (AWARDS UNDER $2,000) OFTEN ONLY REQUIRE A FINAL REPORT. GRANTS ABOVE $2,000 TYPICALLY REQUIRE A SITE VISIT, INTERIM REPORT AND FINAL REPORT. MOST GRANTS ARE FUNDED FOR ONE YEAR AT A TIME MEANING THAT WITHIN ROUGHLY A YEAR'S TIME, THE FOUNDATION RECEIVES AN APPLICATION, ISSUES A GRANT CONTRACT, RECEIVES AN INTERIM REPORT AT 6-MONTHS, CONDUCTS A SITE VISIT AND RECEIVES A FINAL REPORT (WITHIN 14 MONTHS). X X 1 0 0 0 0 0 0 0 0 M ELIZABETH MCMANUS 117388 0 0 0 0 0 3858 0 5384 0 126630 0 0 0 PART I, LINE 4A M. ELIZABETH MCMANUS - $ 54,486 FORM 990, PART VI, SECTION A, LINE 4 BYLAWS WERE REVISED AND APPROVED BY THE BOARD ON MAY 8, 2012. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS REVIEWED IN DETAIL BY THE FINANCE COMMITTEE AND THE AUDIT SUBCOMMITTEE. COPIES ARE MADE AVAILABLE TO THE BOARD AND A VERY 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 MEMBERS, 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 THE EXECUTIVE 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, WITH CAREFUL OVERSIGHT AND INPUT FROM THE FINANCE COMMITTEE. THE STUDY ENCOMPASSES ALL STAFF POSITIONS AT THE FOUNDATION 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 3 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 EDS PERFORMANCE REVIEW. THE COMMITTEE SYNTHESIZES THIS INFORMATION AND MEETS WITH THE ED TO DISCUSS THE REVIEW. A RECOMMENDATION FOR THE EDS SALARY ADJUSTMENT IS THEN MADE BY THE EXECUTIVE COMMITTEE BASED UPON RESULTS OF HER PERFORMANCE REVIEW, THE FINDINGS OF THE SALARY BENCHMARKING STUDY, AND 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 MAILED TO INDIVIDUALS IN THE COMMUNITY, AGENCIES TO WHICH GRANTS ARE MADE, AND VOLUNTEERS. IT IS ALSO PRINTED IN A FULL PAGE AD IN THE LOCAL NEWSPAPER. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -1,746,937. CHANGE IN VALUE OF PERPETUAL TRUSTS -1,227,786. TOTAL TO FORM 990, PART XI, LINE 5: -2,974,723.