2021-11-15T09:29:27-06:00 2021-06-30 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2020-07-01 273063631 ALLIANCE FOR ACADEMIC INTERNAL MEDICINE ALLI 7033414540 330 JOHN CARLYLE STREET NO 610 ALEXANDRIA VA 22314 BERGITTA E SMITH DEPUTY CHIEF EXECUTIVE OFFICER/EVP 7033414540 2021-11-15 1 BERGITTA SMITH 999009999 KRISTIN A JACQUELIN CPA P01325865 2023319880 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z BERGITTA E SMITH 330 JOHN CARLYLE STREET NO 610 ALEXANDRIA VA 22314 12839370 0 X WWW.IM.ORG X 2010 DE THE ALLIANCE FOR ACADEMIC INTERNAL MEDICINE (AAIM) PROMOTES THE ADVANCEMENT AND PROFESSIONAL DEVELOPMENT OF ITS MEMBERS WHO PREPARE THE NEXTGENERATION OF INTERNAL MEDICINE PHYSICIANS AND LEADERS THROUGHEDUCATION, RESEARCH, ENGAGEMENT, AND COLLABORATION. 18 18 25 30 102969 20134 0 449900 3854265 4949375 496812 1135789 2040200 524997 6391277 7060061 52000 90000 0 0 3223861 3454129 0 0 0 2203758 1702918 5479619 5247047 911658 1813014 12194865 15184827 1767595 2328625 10427270 12856202 X THE ALLIANCE FOR ACADEMIC INTERNAL MEDICINE (AAIM) PROMOTES THEADVANCEMENT AND PROFESSIONAL DEVELOPMENT OF ITS MEMBERS WHO PREPARETHE NEXT GENERATION OF INTERNAL MEDICINE PHYSICIANS AND LEADERSTHROUGH EDUCATION, RESEARCH, ENGAGEMENT, AND COLLABORATION. 0 0 810225 1741170 AAIM PROVIDES CONFERENCE AND MEETINGS WITH PROGRAMMATIC OFFERINGS AND TOOLS AIMED TO ENHANCE THE ABILITY OF INDIVIDUALS WHO TRAIN THE NEXT GENERATION OF PHYSICIANS. 721101 578918 THE ALLIANCE DEVELOPS POSITION STATEMENTS, GUIDELINES, WHITE PAPERS,CURRICULAR RESOURCES, AND "BEST PRACTICE" RECOMMENDATIONS FOR FACULTYAND STAFF IN UNDERGRADUATE MEDICAL EDUCATION AND GRADUATE MEDICALEDUCATION. ALLIANCE MEMBER ORGANIZATIONS CONDUCT ANNUAL SURVEYS TOPROVIDE INSIGHT, RECOMMEND POLICY, AND SET BENCHMARKS FOR DEPARTMENTS OF INTERNAL MEDICINE IN INSTITUTIONS ACROSS THE COUNTRY. 103649 90000 23914 AAIM FOSTERS EDUCATIONAL INNOVATIONS IN ACADEMIC INTERNAL MEDICINE THROUGH THE INNOVATION GRANTS PROGRAM AND THE COLLABORATIVE LEARNINGCOMMUNITIES (CLC). 2517225 MEMBER SERVICES 2517225 1634975 1 1 0 0 0 0 0 0 0 0 1 0 0 0 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 1 18 0 1 25 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 VA X BERGITTA E SMITH 7033414540 330 JOHN CARLYLE ST STE 610 ALEXANDRIA VA 22314 L JAMES NIXON MD CHAIR 2.00 X X 0 0 0 SHOBHINA G CHHEDA MD MPH VICE CHAIR 2.00 X X 0 0 0 MELVIN S BLANCHARD MD FACP SECRETARY-TREASURER 2.00 X X 0 0 0 DONNA J ASTIZ MD DIRECTOR, COMMITTEE CHAIR 2.00 X 0 0 0 E DALE ABEL MD PHD DIRECTOR 2.00 X 0 0 0 MARK E ANDERSON MD PHD DIRECTOR 2.00 X 0 0 0 KATHERINE C CHRETIEN MD DIRECTOR 2.00 X 0 0 0 CAROL A COTTRELL DIRECTOR 2.00 X 0 0 0 PATRICIA W FINN MD DIRECTOR 2.00 X 0 0 0 SUSAN LANE MD FACP DIRECTOR 2.00 X 0 0 0 SOLOMON LIAO MD FAAHPM DIRECTOR 2.00 X 0 0 0 ALLEN MEAD DIRECTOR 2.00 X 0 0 0 MARTY MUNTZ MD FACP DIRECTOR 2.00 X 0 0 0 AMY SHAHEEN MD MSC FACP DIRECTOR 2.00 X 0 0 0 DEBRA L SIMMONS MD MS FACE FACP DIRECTOR 2.00 X 0 0 0 SYLK SOTTO EDD MBA MPS DIRECTOR 2.00 X 0 0 0 PATRICIA VASSALLO MD DIRECTOR 2.00 X 0 0 0 LISA L WILLETT MD MACM FACP DIRECTOR 2.00 X 0 0 0 DAVID A WININGER MD FACP DIRECTOR 2.00 X 0 0 0 D CRAIG BRATER MD PRESIDENT, EX-OFFICIO 16.00 X 193789 0 12099 BERGITTA E COTRONEO DEPUTY CHIEF EXECUTIVE OFFICER/EVP, EX-OFFICIO 45.00 X 314448 0 37789 KAREN M MAJCHER SENIOR DIRECTOR OF BUSINESS OPERATIONS 42.00 X 158838 0 25378 MARGARET A BREIDA SENIOR DIRECTOR OF EDUCATION & RESEARCH 43.00 X 167594 0 24081 SHEILA T COSTA SENIOR DIRECTOR OF SPECIAL PROJECTS 43.00 X 159050 0 19387 TALIA D AUSTIN SENIOR DIRECTOR OF MEMBER ENGAGEMENT, DIVERSITY & 41.00 X 148146 0 18624 STEVEN M HUMPHREY SENIOR DIRECTOR OF CONFERENCES & MEETINGS, & TECHN 42.00 X 139568 0 19997 NANCY DERNELLE DIRECTOR OF HUMAN RESOURCES 40.00 X 127149 0 9420 1408582 0 166775 10 0 1 0 HUBB LLC 911 MAIN ST SUITE 330 VANCOUVER WA 98660 HOSTING PLATFORM FOR VIRTUAL MEETINGS 220875 ORR GROUP 3000 K STREET NW SUITE E280 WASHINGTON DC 20007 INSTITUTIONAL RELATIONS 160200 PIONEERING NETWORK SOLUTIONS (PNS) 5821 25TH ROAD NORTH ARLINGTON VA 22207 INFORMATION TECHNOLOGY SERVICES 118792 3 449900 449900 MEMBERSHIP DUES 900099 3077415 3077415 MEETING INCOME 611710 1689170 1689170 SALES 900099 92440 22642 69798 SPONSORSHIPS 900099 82950 64600 18350 EXHIBITS 900099 7400 7400 4949375 118869 118869 493131 493131 6796229 5779309 1016920 1016920 1016920 MISCELLANEOUS 900099 17045 17045 ADVERTISING 900099 14821 14821 31866 7060061 4861227 102969 1645965 X 90000 90000 732460 177531 554929 2195753 452022 1743731 177216 38988 138228 142588 33305 109283 206112 44538 161574 600 600 55959 55959 36225 36225 550700 513439 37261 119265 33231 86034 366835 86934 279901 218650 51754 166896 5470 1661 3809 43940 39922 4018 94446 22356 72090 62964 14904 48060 FINANCIAL FEES 71458 23314 48144 RECRUITMENT 33157 33157 AWARDS AND GIFTS 14317 2000 12317 TAXES 11987 2838 9149 16945 6238 10707 5247047 1634975 3612072 0 1656714 2384127 914063 2681607 1971265 457496 300492 676753 780999 725081 127828 55918 7224503 8928926 12194865 15184827 744751 1011545 572944 1317080 449900 0 1767595 2328625 X 10427270 12856202 10427270 12856202 12194865 15184827 1813014 615918 0 X X 0 1 X 1 0 X 449900 449900 5779832 5969469 6378429 3730877 4949375 26807982 5779832 5969469 6378429 3730877 5399275 27257882 0 0 0 27257882 525812 561043 700234 704872 612000 3103961 525812 561043 700234 704872 612000 3103961 13710 13710 31686 9695 38713 1504715 17045 1601854 6337330 6540207 7117376 5954174 6028320 31977407 0.85240 0.85600 0.09710 0.09480 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: INCOME FROM REBATES AND REIMBURSEMENTS INSURANCE PROCEEDS 2019 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 31780 30576 1204 749219 694505 54714 55918 X 7639754 615918 615918 7023836 36225 36225 7060061 5210822 0 5210822 36225 36225 5247047 PART X, LINE 2: THE ALLIANCE FOLLOWS THE 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, THE ALLIANCE 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 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 THE ALLIANCE'S TAX POSITIONS AND CONCLUDED THAT THE ALLIANCE HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. 1 COLUMBIA UNIVERSITY 615 WEST 131 STREET 3RD FLOOR NEW YORK NY 10027 135598093 501(C)(3) 5000 DIVERSITY, EQUITY, AND INCLUSION (DEI) BAYLOR UNIVERSITY ONE BAYLOR PLAZA HOUSTON TX 77030 741613878 501(C)(3) 5000 DIVERSITY, EQUITY, AND INCLUSION (DEI) EMORY UNIVERSITY 1599 CLOFTON RD NE 3RD FLOOR ATLANTA GA 30322 580566256 501(C)(3) 5000 DIVERSITY, EQUITY, AND INCLUSION (DEI) UNIVERSITY OF ARIZONA PO BOX 41867 TUSCON AZ 85717 742652689 501(C)(3) 5000 DIVERSITY, EQUITY, AND INCLUSION (DEI) HOFSTRA UNIVERSITY 128 HOFSTRA UNIVERSITY HEMPSTEAD NY 11549 111630906 501(C)(3) 5000 DIVERSITY, EQUITY, AND INCLUSION (DEI) ICAHN SCHOOL OF MEDICINE ONE GUSTAVE L LEVY PLACE BOX 1070 NEW YORK NY 10029 136171197 501(C)(3) 5000 DIVERSITY, EQUITY, AND INCLUSION (DEI) RUTGERS UNIVERSITY 33 KNIGHTSBRIDGE RD ROOM C281 PISCATAWAY NJ 08901 462354111 501(C)(3) 5000 DIVERSITY, EQUITY, AND INCLUSION (DEI) UNIVERSITY OF MARYLAND 220 N ARCH STREET BALTIMORE MD 21201 526002033 501(C)(3) 20000 DIVERSITY, EQUITY, AND INCLUSION (DEI) UNIVERSITY OF NORTH CAROLINA 104 AIRPORT DRIVE SUITE 2200 CB1350 CB1350 CHAPEL HILL NC 27599 566001393 501(C)(3) 20000 DIVERSITY, EQUITY, AND INCLUSION (DEI) UNIVERSITY OF ILLINOIS PEORIA 809 S MARSHFIELD AVE M/C 551 CHICAGO IL 60612 376000511 501(C)(3) 5000 DIVERSITY, EQUITY, AND INCLUSION (DEI) DARTHMOUTH HITCHCOCK 1 MEDICAL CENTER DRIVE LEBANON NH 03766 222519596 501(C)(3) 5000 DIVERSITY, EQUITY, AND INCLUSION (DEI) UNIVERSITY OF CALIFORNIA SAN DIEGO 9500 GILMAN DRIVE LA JOLLA CA 92093 956006144 501(C)(3) 5000 DIVERSITY, EQUITY, AND INCLUSION (DEI) 12 PART I, LINE 2: AAIM INNOVATION GRANTS: FOR THE 2020-2021 CYCLE, THE ALLIANCE PARTNERED WITH THE AMERICAN BOARD OF INTERNAL MEDICINE (ABIM), THE ABIM FOUNDATION, THE AMERICAN COLLEGE OF PHYSICIANS (ACP), AND THE JOSIAH MACY JR. FOUNDATION TO AWARD (WITHIN THE US) A TOTAL OF $287,500, SPLIT AMONG 32 AWARDS, TO MEDICAL SCHOOLS AND TRAINING PROGRAMS. THE AWARDS WERE FOCUSED ON SUPPORTING DIVERSITY, HEALTH CARE EQUITY, AND INCLUSION IN INTERNAL MEDICINE TRAINING. GRANTS WERE DISTRIBUTED AT THE $20,000, $5,000 AND $2,500 LEVELS, DEPENDING ON THE SCOPE OF THE PROGRAM. IN ORDER TO MONITOR THE USE OF THE GRANT FUNDS AND TO ENSURE THAT THE GRANTS ARE USED FOR THE PROPER PURPOSES AND NOT OTHERWISE DIVERTED FROM THE INTENDED USE, THE ALLIANCE: REQUESTS FINANCIAL AND NARRATIVE REPORTS FROM THE GRANTEE TO AAIM EVERY SIX MONTHS TO SHOW ACTUAL EXPENDITURES REPORTED AS OF THE DATE OF THE REPORT AGAINST THE APPROVED LINE-ITEM BUDGET. NARRATIVE REPORTS INCLUDE A REPORT ON THE PROGRESS ON EACH MILESTONE/TASK DESCRIBED IN THE GRANTEE'S PROPOSAL AND OVERALL PROGRESS TOWARD ACHIEVING THE INTENDED OUTPUTS OR RESULTS OF THE GRANT, AS WELL AS ANY PROBLEMS OR OBSTACLES ENCOUNTERED IN THE EFFORT TO ACHIEVE THE GRANT PURPOSES. DISBURSES THE LARGER (I.E., $20,000) GRANTS IN TWO $10,000 INCREMENTS; ONE AT THE INITIAL AWARD TIME, AND THE SECOND AFTER SUCCESSFUL PROGRESS. X X X X X X 0 0 0 0 0 0 0 0 0 BERGITTA E COTRONEO DEPUTY CHIEF EXECUTIVE OFFICER/EVP, 289208 0 25240 0 0 0 19520 0 18269 0 352237 0 0 0 D CRAIG BRATER MD PRESIDENT, EX-OFFICIO 170089 0 23700 0 0 0 11521 0 578 0 205888 0 0 0 MARGARET A BREIDA SENIOR DIRECTOR OF EDUCATION & RESEA 159565 0 8029 0 0 0 10712 0 13369 0 191675 0 0 0 KAREN M MAJCHER SENIOR DIRECTOR OF BUSINESS OPERATIO 151205 0 7633 0 0 0 10151 0 15227 0 184216 0 0 0 SHEILA T COSTA SENIOR DIRECTOR OF SPECIAL PROJECTS 151355 0 7695 0 0 0 10240 0 9147 0 178437 0 0 0 TALIA D AUSTIN SENIOR DIRECTOR OF MEMBER ENGAGEMENT 140714 0 7432 0 0 0 9866 0 8758 0 166770 0 0 0 STEVEN M HUMPHREY SENIOR DIRECTOR OF CONFERENCES & MEE 132136 0 7432 0 0 0 9866 0 10131 0 159565 0 0 0 PART I, LINE 3 THE ALLIANCE'S COMPENSATION COMMITTEE RECEIVES MARKET DATA AND ANALYSIS PRIOR TO EACH BUDGET CYCLE. THE COMMITTTE RECOMMENDS A SALARY AND BENEFIT PACKAGE FOR SENIOR MANAGEMENT TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 6 AAIM HAS 3 MEMBERSHIP CATEGORIES: FOUNDING MEMBERS, ASSOCIATE MEMBERS, AND REGULAR MEMBERS. THE FOUNDING MEMBERS OF THE ALLIANCE INCLUDE ASSOCIATION OF PROFESSORS OF MEDICINE (APM), ASSOCIATION OF PROGRAM DIRECTORS IN INTERNAL MEDICINE (APDIM), ASSOCIATION OF SUBSPECIALTY PROFESSORS D/B/A ASSOCIATION OF SPECIALTY PROFESSORS (ASP), CLERKSHIP DIRECTORS IN INTERNAL MEDICINE (CDIM), AND ADMINISTRATORS OF INTERNAL MEDICINE (AIM). ASSOCIATE MEMBERS ARE ANY ACADEMICALLY FOCUSED ORGANIZATIONS THAT ARE COMMITTED TO THE FUTURE OF ACADEMIC INTERNAL MEDICINE, RATHER THAN PARTICULAR SPECIALTIES WITHIN INTERNAL MEDICINE, WHICH HAVE BEEN APPROVED AS MEMBERS BY A UNANIMOUS VOTE OF THE BOARD OF DIRECTORS. AN ASSOCIATE MEMBER HAS NO VOTING RIGHTS OF ANY KIND AND SHALL BE ELIGIBLE TO MERGE INTO THE ALLIANCE BY A UNANIMOUS VOTE OF THE BOARD OF DIRECTORS AT WHICH TIME A COUNCIL WILL REPRESENT THE REGULAR MEMBERS OF THAT GROUP, AND THE PRESIDENT, PAST-PRESIDENT AND PRESIDENT-ELECT WILL BECOME MEMBERS OF THE BOARD OF DIRECTORS. AN ASSOCIATE MEMBER MAY ELECT TO REMAIN IN SUCH STATUS UNTIL TERMINATED. AN INDIVIDUAL OR A DEPARTMENT SHALL BE ELIGIBLE TO BECOME A REGULAR MEMBER TO THE EXTENT HIS OR HER WORK RESPONSIBILITIES OR ITS PROGRAMS FIT WITHIN THE SCOPE OF THE ACTIVITIES OF THE ALLIANCE, AS DETERMINED BY THE BOARD OF DIRECTORS IN ITS SOLE DISCRETION. ALL ELIGIBILITY CRITERIA, INCLUDING AS MAY BE MODIFIED FROM TIME TO TIME, ARE HEREBY INCORPORATED BY REFERENCE. SUCH INDIVIDUAL OR DEPARTMENT SHALL ONLY BECOME AND/OR REMAIN A MEMBER AFTER ALL DUES AS MAY BE REQUIRED TO BE PAID PURSUANT TO ARTICLE IV, SECTION 4, HAVE BEEN PAID. FORM 990, PART VI, SECTION A, LINE 7A THE PRESIDENT, PRESIDENT-ELECT, AND PAST PRESIDENT OF EACH FOUNDING MEMBER SERVES ON THE ORGANIZATION'S BOARD. THOSE MEMBERS ALSO ELECT A CHAIR, VICE CHAIR, AND TREASURER FROM A SLATE OF NOMINEES. FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT 990 IS REVIEWED BY THE SENIOR DIRECTOR OF BUSINESS OPERATIONS AND EXECUTIVE VICE PRESIDENT, AND THEN IS REVIEWED BY THE FINANCE AND AUDIT COMMITTEE BEFORE IT IS FILED. AN ELECTRONIC COPY OF THE FORM 990 IS DISTRIBUTED TO THE GOVERNING BODY FOR THEIR REVIEW AND APPROVAL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS A CONFLICT OF INTEREST QUESTIONNAIRE IS DISTRIBUTED TO ALL AAIM BOARD AND COUNCIL MEMBERS, AAIM OFFICERS, AND KEY STAFF FOR COMPLETION. THE QUESTIONNAIRE INCLUDES QUESTIONS REGARDING OWNERSHIP OR INVESTMENT INTERESTS, COMPENSATION ARRANGEMENTS, AND SERVICE RELATIONSHIPS THAT MAY GIVE RISE TO A CONFLICT OF INTEREST. ONCE COMPLETED, FORMS ARE SUBMITTED TO AAIM COMPLIANCE COMMITTEE FOR REVIEW. ANY POTENTIAL CONFLICTS ARE EVALUATED BY THE AAIM COMPLIANCE COMMITTEE AND A COURSE OF ACTION RECOMMENDED TO THE AAIM BOARD. DURING THE YEAR IF POTENTIAL CONFLICTS ARISE, THEY ARE TO BE PRESENTED TO THE AAIM COMPLIANCE COMMITTEE FOR CONSIDERATION. TO DATE NO SUCH CONFLICTS HAVE BEEN IDENTIFIED. FORM 990, PART VI, SECTION B, LINE 15 THE ALLIANCE ENGAGED A FIRM SPECIALIZING IN HUMAN RESOURCES MATTERS AND COMPENSATION SETTING TO DEVELOP A COMPENSATION STRUCTURE COMPLETE MARKET PRICING FOR ALL POSITIONS, INCLUDING CEO AND DEPUTY CEO POSITION. THE FIRM PROVIDED AAIM WITH A STRUCTURE THAT INCLUDES THE MINIMUM, 25TH QUARTILE, MIDPOINT, 75TH QUARTILE, AND MAXIMUM FOR EACH POSITION BASED ON ITS REVIEW OF SEVERAL SALARY STUDIES. THE SALARY FOR EACH POSITION WAS COMPARED TO THE STRUCTURE. THE RESULTS WERE PRESENTED TO THE COMPENSATION COMMITTEE FOR REVIEW AND APPROVAL OF THE STRUCTURE AS WELL AS ANY MARKET BASED ADJUSTMENTS TO COMPENSATION. EACH YEAR A COMPENSATION BUDGET IS DEVELOPED BASED ON THE APPROVED COMPENSATION STRUCTURE. ANY RECOMMENDED INCREASES BASED ON PERFORMANCE OR MARKET ARE CONSIDERED BY THE COMPENSATION COMMITTEE. THE COMPENSATION COMMITTEE MAKES A RECOMMENDATION TO THE FINANCE AND AUDIT COMMITTEE TO INCLUDE OR ADJUST THE COMPENSATION AMOUNTS INCLUDED IN THE ANNUAL BUDGET APPROVED BY THE BOARD EACH JUNE. THIS PROCESS WAS MOST RECENTLY UNDERTAKEN IN THE 2020 FISCAL YEAR, WITH APPROVED MARKET ADJUSTMENTS EFFECTIVE FOR FISCAL YEAR 2021. IN ADDITION, THE SERVICES OF AN EXECUTIVE SEARCH FIRM (WITT/KIEFFER) WAS ENGAGED FOR FUTURE SUCCESSION PLANNING FOR THE CEO AND DEPUTY CEO POSITIONS. AAIM WILL UNDERTAKE THE COMPENSATION REVIEW PROCESS AGAIN IN FY 2022 WITH ANY APPROVED MARKET ADJUSTMENTS TO BE EFFECTIVE FY 2023. FORM 990, PART VI, SECTION C, LINE 19 ALLIANCE FOR ACADEMIC INTERNAL MEDICINE INC MAKES THEIR GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENT AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 513,439. MANAGEMENT AND GENERAL EXPENSES 37,261. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 550,700. FORM 990. PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR