2024-10-09T17:43:59-05:00 2023-12-31 680251243 CAMPBELL TAYLOR WASHBURN 3741 DOUGLAS BLVD SUITE 350 ROSEVILLE CA 95661 990 2023-01-01 952822367 CALIFORNIA DENTAL ASSOCIATION CALI 9165545307 1201 K STREET 14TH FLOOR SACRAMENTO CA 95814 KEVIN ROACH CHIEF FINANCIAL OFFICER 9165545307 2024-10-09 1 0 CHRIS WASHBURN P00111127 9169293680 2023 2024-10-15 13:58:12Z KEVIN ROACH 1201 K STREET SACRAMENTO CA 95814 26177752 0 X WWW.CDA.ORG X 1973 CA CDA IS COMMITTED TO THE SUCCESS OF OUR MEMBERS IN SERVICE TO THEIR PATIENTS AND THE PUBLIC. 17 17 151 0 67990 0 0 0 17423604 21646991 525567 900553 3223948 2465915 21173119 25013459 16350 46000 0 0 14186914 15043087 0 0 0 12060427 13259455 26263691 28348542 -5090572 -3335083 227975863 234729305 25591760 19940653 202384103 214788652 THE CALIFORNIA DENTAL ASSOCIATION IS COMMITTED TO THE SUCCESS OF OUR MEMBERS IN SERVICE TO THEIR PATIENTS AND THE PUBLIC. 0 0 CDA PRESENTS THE ART AND SCIENCE OF DENTISTRY - PROFESSIONAL TRADE SHOWS. THIS INCLUDES ASSOCATION MEMBERS AND DENTAL PROFESSIONALS. CONTINUING EDUCATION CREDIT, SPECIALIZED SEMINARS, AND PROFESSIONAL SERVICES ARE AVAILABLE FOR ATTENDEES. INTEGRATED MEMBERSHIP COMMUNICATIONS VIA WEBSITE, EMAIL, PHYSICAL MAIL AND SOCIAL CHANNELS. MASS COMMUNICATION ON SIGNIFICANT ORAL HEALTH TOPICS. MONTHLY PUBLICATION: THE JOURNAL OF THE CALIFORNIA DENTAL ASSOCIATION, A SCIENTIFIC PEER-REVIEWED JOURNAL THAT IS ELECTRONICALLY DISTRIBUTED TO APPROXIMATELY 15,000 MEMBERS EACH MONTH. ADVOCACY - CDA RESPONDS TO AND ANTICIPATES THE TOP ISSUES FACING THE DENTAL PROFESSION BY TAKING POSITIONS ON ISSUES FROM ABUSE DETECTION AND REPORTING TO HEALTH-CARE REFORM, LICENSING AND THIRD-PARTY PAYMENT. 0 0 0 1 0 0 0 0 0 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 124 0 1 151 1 1 1 0 0 0 0 0 0 0 X 17 17 0 0 1 0 0 0 1 1 1 0 0 1 1 1 1 1 1 1 1 1 0 CA X KEVIN ROACH 9165545307 1201 K STREET NO 1511 SACRAMENTO CA 95814 PETER DUBOIS EXECUTIVE DIRECTOR, CDA; P 34.00 6.00 X 705248 124455 0 JOHN BLAKE PRESIDENT 15.00 0.00 X 85000 0 0 CARLIZA MARCOS SECRETARY 15.00 0.00 X 30000 0 0 WALLACE BELLAMY DIRECTOR 15.00 0.00 X 25000 0 0 ROBERT HANLON DIRECTOR 15.00 0.00 X 25000 0 0 KEVIN KAI DIRECTOR 15.00 0.00 X 25000 0 0 SCOTT KIM DIRECTOR 15.00 0.00 X 25000 0 0 SUNJAY LAD DIRECTOR 15.00 0.00 X 25000 0 0 LUCINDA CINDY LYON DIRECTOR 15.00 0.00 X 25000 0 0 MAX MARTINEZ DIRECTOR 15.00 0.00 X 25000 0 0 JOAN OTOMO-CORGEL DIRECTOR 15.00 0.00 X 25000 0 0 VIRENCHANDRA VIREN PATEL DIRECTOR 15.00 0.00 X 25000 0 0 LINDSEY ROBINSON DIRECTOR 15.00 0.00 X 25000 0 0 JAMES SANDERSON DIRECTOR 15.00 0.00 X 25000 0 0 ARIANE TERLET DIRECTOR 15.00 0.00 X 25000 0 0 BENSON WONG DIRECTOR 15.00 0.00 X 25000 0 0 KERRY CARNEY DIRECTOR 15.00 0.00 X 40000 0 0 DEBRA FINNEY DIRECTOR 15.00 0.00 X 30000 0 0 KEVIN ROACH CHIEF FINANCIAL OFFICER 10.00 30.00 X 365217 64450 0 CARRIE GORDON CHIEF STRATEGIC OFFICER 40.00 0.00 X 442033 0 0 ALISON SANDMAN CHIEF LEGAL OFFICER 20.00 20.00 X 416439 0 0 CHRISTINE DRAA CHIEF PEOPLE OFFICER 35.00 4.00 X 367464 0 0 TRACI WARD CHIEF MARKETING OFFICER 32.00 8.00 X 325548 0 0 STEVEN KEND TREASURER 15.00 0.00 X 50000 0 0 ANDERS BJORK VP, STRATEGIC INTELLIGENCE & ANALYTICS 40.00 0.00 X 269748 0 0 DEBORAH IRWIN VP, MEETINGS & CONVENTIONS 40.00 0.00 X 219128 0 0 HEIDI STEVENS VP, FINANCE 11.00 29.00 X 245262 0 0 DEANNA MCKNIGHT VP, MEMBER PROGRAMS 40.00 0.00 X 210675 0 0 PRANEETH NARAYANA SR. DIRECTOR, IT INFRASTRUCTURE & ENTERPRISE 17.00 23.00 X 240435 0 0 STEPHEN BROWN SR. CORPORATE COUNSEL 20.00 20.00 X 198622 0 0 LESLIE O'NEILL SR. DIRECTOR, STRATEGIC IT & PROGRAM MGMT 17.00 23.00 X 212503 0 0 TODD ROBERSON DIRECTOR, PUBLIC AFFAIRS & CDA PAC EXECUTIVE 40.00 0.00 X 206078 0 0 BRIANNA PITTMAN-SPENCER SR. DIRECTOR, GOVERNMENT AFFAIRS 40.00 0.00 X 198864 0 0 5183264 188905 0 15 0 1 0 WILSON SONSINI GOODRICH & ROSATI 650 PAGE MILL ROAD PALO ALTO CA 94304 LEGAL SERVICES 1610000 POLITICAL SOLUTIONS LLC 1414 K STREET 400 SACRAMENTO CA 95814 GOVERNMENT RELATIONS 240000 SMG FOOD AND BEVERAGE LLC 747 HOWARD ST ATTN SMG CATERING SAN FRANCISCO CA 94103 FOOD/BEVERAGE VENDOR FOR CDA PRESENTS. 209100 PIKESTAFF LLC 1603 CAPITOL AVE CHEYENNE WY 82001 TEMPORARY HELP 137260 SCOTT WETCH 1231 I STREET STE 206 SACRAMENTO CA 95814 GOVERNMENT RELATIONS 125000 6 MEMBERSHIP DUES 513190 10358897 10358897 SEMINAR OR TRADESHOW INCOME 513190 5835141 5835141 INVESTMENT INCOME FROM SUBSIDIARI 551112 4702948 4702948 PUBLICATIONS 513120 742864 674874 67990 RENTAL INCOME - CDAF 531120 7141 7141 21646991 680531 680531 932122 932122 1539901 1126319 413582 413582 413582 257996 37974 220022 220022 220022 MISCELLANEOUS REVENUE 513190 528778 528778 SPONSORSHIP REVENUE 513190 528400 528400 PRACTICE ADVISING INCOME 541800 63033 63033 1120211 25013459 21579001 67990 3366468 46000 3755666 8687727 685955 1101255 812484 1792218 992307 36881 490946 437768 518935 1236247 2745070 1170493 2221648 215516 264133 BANK CHARGES 607165 PRINTING & PUBLICATIONS 296318 CONTRIBUTIONS 114250 TRAINING & TUITION 50202 69358 28348542 5661589 2951098 1449041 1526464 712129 1056489 21574956 15911264 4412464 5663692 22276185 21824047 178690750 191140289 14773705 10567226 227975863 234729305 7164951 5674553 3482960 3423959 14943849 10842141 25591760 19940653 X 202384103 214788652 202384103 214788652 227975863 234729305 X -3335083 1008422 14731210 X X 0 1 X 1 0 CALIFORNIA DENTAL ASSOCIATION PAC 1201 K ST 15TH FL SACRAMENTO CA 95814 237090703 2486597 0 0 0 10261130 992307 -1780486 -788179 1560953 -2349132 1468471 1468471 1908724 948106 960618 7400939 7015940 384999 10796822 7947218 2849604 5663692 191140289 F 191140289 LEASE LIABILITY - SHORT TERM 1138654 LEASE LIABILITY - LONG TERM 9703487 10842141 X PART X, LINE 2: SINCE JANUARY 1, 2009, THE ASSOCIATION HAS ACCOUNTED FOR THE UNCERTAINTY OF INCOME TAXES UNDER ASC ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. UNDER THESE PROVISIONS, ONLY TAX POSITIONS THAT MET THE MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD ON JANUARY 1, 2009 WERE RECOGNIZED OR CONTINUE TO BE RECOGNIZED UPON ADOPTION. THE ASSOCIATION PREVIOUSLY RECOGNIZED INCOME TAX PROVISIONS BASED ON MANAGEMENT'S ESTIMATE OF WHETHER IT WAS REASONABLY POSSIBLE THAT A LIABILITY HAD BEEN INCURRED FOR UNRECOGNIZED INCOME TAX BENEFITS BY APPLYING ASC, ACCOUNTING FOR CONTINGENCIES. 1 EQUALITY CALIFORNIA 202 WEST FIRST ST STE 3-0130 LOS ANGELES CA 90012 954708781 10000 0 2023 SAC & EQUALITY AWARDS NYU COLLEGE OF DENTISTRY 345 E 24TH ST RM 1015 W NEW YORK NY 10010 135562308 10000 0 2023 CONTRIBUTION HAWAII DENTAL ASSOCIATION 500 ALA MOANA BLVD 7411 HONOLULU HI 96813 996005352 10000 0 MAUI FIRE RELIEF PART I, LINE 2: THE ORGANIZATION'S MANAGEMENT TEAM EVALUATES POTENTIAL DONATIONS TO OUTSIDE ORGANIZATIONS TAKING INTO ACCOUNT HOW THE OUTSIDE ORGANIZATION ALIGNS WITH THE ORGANIZATION'S MISSION. X X 1 1 X X X X X 0 0 0 PETER DUBOIS EXECUTIVE DIRECTOR, CDA; P 564998 99705 140250 24750 0 0 0 0 0 0 705248 124455 0 0 CARRIE GORDON CHIEF STRATEGIC OFFICER 353833 0 88200 0 0 0 0 0 0 0 442033 0 0 0 KEVIN ROACH CHIEF FINANCIAL OFFICER 294932 52047 70285 12403 0 0 0 0 0 0 365217 64450 0 0 ALISON SANDMAN CHIEF LEGAL OFFICER 333751 0 82688 0 0 0 0 0 0 0 416439 0 0 0 CHRISTINE DRAA CHIEF PEOPLE OFFICER 305864 0 61600 0 0 0 0 0 0 0 367464 0 0 0 TRACI WARD CHIEF MARKETING OFFICER 270548 0 55000 0 0 0 0 0 0 0 325548 0 0 0 ANDERS BJORK VP, STRATEGIC INTELLIGENCE & ANALYTI 235758 0 33990 0 0 0 0 0 0 0 269748 0 0 0 HEIDI STEVENS VP, FINANCE 222762 0 22500 0 0 0 0 0 0 0 245262 0 0 0 PRANEETH NARAYANA SR. DIRECTOR, IT INFRASTRUCTURE & EN 240435 0 0 0 0 0 0 0 0 0 240435 0 0 0 DEBORAH IRWIN VP, MEETINGS & CONVENTIONS 199043 0 20085 0 0 0 0 0 0 0 219128 0 0 0 LESLIE O'NEILL SR. DIRECTOR, STRATEGIC IT & PROGRAM 212503 0 0 0 0 0 0 0 0 0 212503 0 0 0 DEANNA MCKNIGHT VP, MEMBER PROGRAMS 210675 0 0 0 0 0 0 0 0 0 210675 0 0 0 TODD ROBERSON DIRECTOR, PUBLIC AFFAIRS & CDA PAC E 206078 0 0 0 0 0 0 0 0 0 206078 0 0 0 BRIANNA PITTMAN-SPENCER SR. DIRECTOR, GOVERNMENT AFFAIRS 198864 0 0 0 0 0 0 0 0 0 198864 0 0 0 STEPHEN BROWN SR. CORPORATE COUNSEL 198622 0 0 0 0 0 0 0 0 0 198622 0 0 0 PART I, LINE 1A SCHEDULE J PART 1 LINE 1A TRAVEL FOR COMPANIONS CDA'S EXECUTIVE DIRECTOR MAY HAVE OCCASION TO ATTEND APPROVED CONFERENCES, SEMINARS AND OTHER BUSINESS FUNCTIONS THAT MAY REQUIRE THE ATTENDANCE OF HIS SPOUSE. CDA HAS DETERMINED THAT FOR THESE CONFERENCES OR EVENTS THAT MAY REQUIRE HIS SPOUSE'S ATTENDANCE, THE BUSINESS PURPOSE UNDER THE ACCOUNTABLE PLAN RULES IS MET AND CDA WILL PROVIDE TRAVEL EXPENSES FOR THE SPOUSE. HEALTH OR SOCIAL CLUB DUES - CDA PROVIDES A SOCIAL CLUB MEMBERSHIP IN SACRAMENTO FOR THE EXECUTIVE DIRECTOR. THE MEMBERSHIP ALLOWS CDA TO HOLD STRATEGIC PLANNING AND VARIOUS OTHER MEETINGS OR EVENTS AT THE CLUB. CDA HAS DETERMINED THAT FOR THESE MEETINGS, THE BUSINESS PURPOSE UNDER THE ACCOUNTABLE PLAN RULES IS MET, AND THEREFORE THESE DUES ARE TREATED AS REASONABLE BUSINESS EXPENSES. FORM 990, PART VI, SECTION A, LINE 4 THE BYLAWS REFLECT THE FOLLOWING CHANGES: THE NOMINEE FOR SPEAKER-ELECT SHALL BE ELECTED THE YEAR PRIOR TO THE EXPIRATION OF THE INCUMBENT SPEAKER'S TERM, THE SPEAKER'S TERM HAS BEEN MODIFIED TO A MAXIMUM OF 4 YEARS AND THE DECISION OF MEMBERSHIP DUE HARDSHIP RELIEF HOLDS FOR A MAXIMUM OF 5 YEARS. FORM 990, PART VI, SECTION A, LINE 7B DECISIONS OF THE BOARD AFFECTING THE GOVERNANCE STRUCTURE OF THE ORGANIZATION ARE SUBJECT TO RATIFICATION BY THE HOUSE OF DELEGATES. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS HAS DELEGATED THE REVIEW OF THE FORM 990 TO THE AUDIT COMMITTEE. THE ORGANIZATION'S CFO AND VP OF FINANCE WORK CLOSELY WITH THE OUTSIDE ACCOUNTING FIRM IT ENGAGES TO PREPARE THE RETURN; AND REVIEWS THE DRAFT OF THE FORM 990 PRIOR TO PROVIDING THE DRAFT TO THE AUDIT COMMITTEE. IN ADDITION TO CONSULTING WITH THE CFO AND VP OF FINANCE, THE AUDIT COMMITTEE ALSO MET WITH THE ACCOUNTING FIRM HIRED TO PREPARE THE FORM 990. SUBSEQUENT TO ITS REVIEW, THE AUDIT COMMITTEE INFORMED THE BOARD THAT IT HAD REVIEWED THE FORM 990 AND THE FINAL DRAFT WAS PROVIDED TO THE ENTIRE VOTING BOARD BEFORE THE RETURN WAS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE CDA LEGAL DEPARTMENT IS CHARGED WITH MONITORING PROPOSED OR ONGOING TRANSACTIONS FOR CONFLICTS OF INTEREST AND ADDRESSING ANY POTENTIAL OR ACTUAL CONFLICTS. PURSUANT TO THE CONFLICTS OF INTEREST POLICY, AN ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE, AIMED AT DETERMINING ANY FAMILY AND BUSINESS RELATIONSHIPS AND TRANSACTIONS OR OTHER TRANSACTIONS THAT MAY POSE A POTENTIAL CONFLICT, IS DISTRIBUTED TO ALL COVERED PERSONS (I.E., BOARD MEMBERS, OFFICERS AND EXECUTIVE LEADERSHIP OR KEY EMPLOYEES). COVERED PERSONS ARE REQUIRED TO DISCLOSE REAL OR POTENTIAL CONFLICTS AT THE TIME WHEN SUCH CONFLICTS ARISE. WHEN SOMEONE BECOMES A COVERED PERSON AND ANNUALLY THEREAFTER, EACH COVERED PERSON IS REQUIRED TO SIGN A STATEMENT AFFIRMING THAT HE/SHE: (1) HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY; (2) HAS READ THE POLICY AND UNDERSTANDS SAID POLICY; AND (3) AGREES TO COMPLY WITH ALL REQUIREMENTS OF THE POLICY, INCLUDING COMPLETING THE CONFLICTS OF INTEREST QUESTIONNAIRE. THE COMPLETED QUESTIONAIRES ARE REVIEWED BY THE LEGAL DEPARTMENT AND ANY PERSONS WITH ACTUAL OR POTENTIAL CONFLICTS ARE INFORMED VERBALLY OR VIA WRITTEN COMMUNICATION. THE PROCEDURES FOR ADDRESSING ANY CONFLICT OF INTEREST INCLUDES, BUT IS NOT LIMITED TO, THE FOLLOWING: (1) THE CONFLICTING INTEREST IS FULLY DISCLOSED TO THE BOARD; (2) THE INTERESTED PERSON RESPONDS TO FACTUAL QUESTIONS RELATED TO THE SUBSTANCE OF THE TRANSACTION OR ARRANGEMENT BEING CONSIDERED, AFTER WHICH HE/SHE SHALL LEAVE THE MEETING; (3) THE PERSON WITH THE CONFLICT OF INTEREST IS EXCLUDED FROM THE DISCUSSION AND APPROVAL OF SUCH TRANSACTION; AND (4) THE TRANSACTION OF ACTION MUST BE APPROVED BY A MAJORITY OF DISINTERESTED PERSONS. FORM 990, PART VI, SECTION B, LINE 15 AN EVALUATION COMMITTEE, ESTABLISHED AND OUTLINED BY THE BY-LAWS OF THE ASSOCIATION AND COMPRISED SOLELY OF INDEPENDENT DIRECTORS, NONE OF WHICH HAVE A CONFLICT OF INTEREST WITH RESPECT TO THE COMPENSATION AGREEMENT, IS ACCOUNTABLE FOR SETTING REASONABLE COMPENSATION PACKAGES FOR ALL OFFICERS REPORTING TO A BOARD (INCLUDING THE EXECUTIVE DIRECTOR). THE EVALUATION COMMITTEE DEVELOPS, CONSISTENT WITH THE ORGANIZATION'S STRATEGIC PLAN, PHILOSOPHY AND PRINCIPLES, THE ANNUAL PERFORMANCE GOALS AND CRITERIA TO BE USED IN DETERMINING MERIT INCREASES AND VARIABLE COMPENSATION FOR EACH OFFICER REPORTING TO A BOARD. THE EVALUATION COMMITTEE ALSO HIRES A QUALIFIED INDEPENDENT COMPENSATION EXPERT TO REVIEW, ANALYZE AND PROVIDE BENCHMARKING DATA FOR THE TOTAL COMPENSATION AND BENEFITS PACKAGES OF OFFICERS AND KEY EMPLOYEES. APPROPRIATE COMPARABILITY DATA IS OBTAINED FROM THE INDEPENDENT EXPERTS, I.E., TOTAL ECONOMIC BENEFITS PAID BY SIMILARLY SITUATED ORGANIZATIONS (BOTH TAXABLE AND TAX EXEMPT) FOR SIMILAR JOB RESPONSIBILITIES. THE COMMITTEE'S WRITTEN RECORDS INCLUDE: 1) THEIR DELIBERATIONS AND CONCLUSIONS; (2) A LIST OF MEMBERS PRESENT DURING THE DISCUSSION AND DECISION PROCESS (INCLUDING MOTIONS MADE, APPROVED AND TABULATED); AND (3) A DESCRIPTION OF THE COMPARABLE DATA RELIED ON BY THE COMMITTEE. KEY DELIBERATIONS OF THE COMMITTEE ARE ALSO DOCUMENTED IN MINUTES WHICH ARE APPROVED AT THE NEXT COMMITTEE MEETING. KEY EMPLOYEES: CALIFORNIA DENTAL ASSOCIATION (CDA) USES A MARKET-BASED COMPENSATION PROGRAM TO ATTRACT, RETAIN AND MOTIVATE THE BEST EMPLOYEES POSSIBLE BY ENSURING IT PAYS COMPETITIVELY WHEN COMPARED WITH AN APPROPRIATE LABOR MARKET. CDA BENCHMARKS (I.E. COMPARES LIKE JOBS) AS MANY POSITIONS AS POSSIBLE USING RELIABLE SALARY SURVEYS THAT PROVIDE DATA FOR MARKETS WHERE CDA COMPETES FOR TALENT. BOTH NONPROFIT AND FOR-PROFIT ORGANIZATIONS ARE CONSIDERED AS APPROPRIATE FOR EACH POSITION. CDA ESTABLISHES THE MIDPOINT OF ITS PAY RANGES AT THE 50TH PERCENTILE OF THE COMPETITIVE MARKETS. BASED ON DATA FROM THESE SURVEYS, CDA WORKS WITH OUTSIDE SUBJECT MATTER EXPERTS TO DEVELOP APPROPRIATE PAY RANGES AND STRUCTURES AND PLACES SIMILAR VALUE JOBS TOGETHER IN THE SAME PAY RANGES. THESE RANGES ARE USED TO PROVIDE GUIDANCE TO MANAGMENT UPON HIRING AND FOR FUTURE PAY DECISIONS. OUTSIDE SUBJECT MATTER EXPERTS ARE ALSO USED TO INDIVIDUALLY BENCHMARK SENIOR MANAGEMENT JOBS AND MAKE PAY RECOMMENDATIONS. CDA'S COMPENSATION PHILOSOPHY IS TO HIRE COMPETITIVELY BASED UPON MARKET, SKILLS, KNOWLEDGE, ABILITIES, AND PRIOR EXPERIENCE. MARKET DATA AND INVIDUAL PERFORMANCE ARE REVIEWED ANNUALLY IN DETERMINING PERFORMANCE BASED PAY INCREASES. A COMPENSATION MARKET ANALYSIS IS CONDUCTED ON A REGULAR BASIS AND ADJUSTMENTS ARE MADE TO THE SALARY RANGES AND STRUCTURES, AS REQUIRED. THIS PROCESS WAS REVIEWED AND APPROVED BY THE CDA AUDIT COMMITTEE. FORM 990, PART VI, SECTION B, LINE 16B WHILE CDA HAS NOT ADOPTED A WRITTEN POLICY OR PROCEDURE REQUIRING STEPS BE TAKEN TO SAFEGUARD ITS TAX-EXEMPT STATUS WHEN ENTERING INTO JOINT VENTURE AGREEMENTS, BY PRACTICE, IT ONLY ENTERS INTO SUCH AGREEMENTS WHERE CDA IS A CONTROLLING PARTNER OR MEMBER AND SPECIFIC LANGUAGE HAS BEEN ADDED TO THE JOINT VENTURE AGREEMENT WHICH STATES THAT THE JOINT VENTURE WILL FOLLOW CDA'S EXEMPT PURPOSE AND REMAIN IN-LINE WITH THOSE PRINCIPALS. FORM 990, PART VI, SECTION C, LINE 19 WHILE FEDERAL TAX LAWS DO NOT MANDATE THAT THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS BE MADE AVAILABLE FOR PUBLIC INSPECTION, THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: UNREALIZED GAIN/LOSS ON INVESTMENTS 14,731,210. FORM 990, PART XII, LINE 2C THE ORGANIZATION HAS NOT CHANGED THE OVERSIGHT PROCESS OR SELECTION PROCESS IN REGARDS TO THE AUDIT OF THE ORGANIZATION'S FINANCIAL STATEMENTS. 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