NORTH SHORE SCHOOLS FEDERATED EMPLOYEES BENEFIT TRUST FD: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- NORTH SHORE SCHOOLS FEDERATED EMPLOYEES BENEFIT TRUST FD (EIN 20-0870866)
- Tax period
- 2014-06-01 to 2015-05-31
- Filed
- 2016-02-08
- IRS object ID
- 201600399349300100
- Schema version
- 2014v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-02-08T05:20:59-06:00 | ReturnTs |
| Tax Period End | 2015-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 112637625 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GIBISER & GIBISER CPA'S PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4155 VETERANS MEMORIAL HWY STE 14 | AddressLine1Txt |
| City | RONKONKOMA | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 117796063 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200870866 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTH SHORE SCHOOLS FEDERATED | BusinessNameLine1Txt |
| Business Name Line2 | EMPLOYEES BENEFIT TRUST FUND | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NORT | BusinessNameControlTxt |
| Phone | 5167599337 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 RAILROAD AVE | AddressLine1Txt |
| City | GLEN HEAD | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11545 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN MCCORMACK | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 5167599337 | PhoneNum |
| Signature | 2016-01-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN GIBISER CPA | PreparerPersonNm |
| PTIN | P01308568 | PTIN |
| Phone | 6312856290 | PhoneNum |
| Preparation | 2016-01-20 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SUSAN MCCORMACK | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 RAILROAD AVE | AddressLine1Txt |
| City | GLEN HEAD | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11545 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $530,132 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 2003 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | PROVIDE DENTAL BENEFITS TO NORTH SHORE SCHOOLS EMPLOYEES | ActivityOrMissionDesc |
| Voting Members Governing Body | 5 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 5 | VotingMembersIndependentCnt |
| Total Employee | 1 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $496,193 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $520,408 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,762 | PYInvestmentIncomeAmt |
| CY Investment Income | $7,648 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,552 | PYOtherRevenueAmt |
| CY Other Revenue | $2,076 | CYOtherRevenueAmt |
| PY Total Revenue | $502,507 | PYTotalRevenueAmt |
| CY Total Revenue | $530,132 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $339,746 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $482,502 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $18,187 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $19,182 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $58,132 | PYOtherExpensesAmt |
| CY Other Expenses | $48,585 | CYOtherExpensesAmt |
| PY Total Expenses | $416,065 | PYTotalExpensesAmt |
| CY Total Expenses | $550,269 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $86,442 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$20,137 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $562,158 | TotalAssetsBOYAmt |
| Total Assets EOY | $564,119 | TotalAssetsEOYAmt |
| Total Liabilities EOY | $22,098 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $562,158 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $542,021 | NetAssetsOrFundBalancesEOYAmt |
| Mission | PROVIDE DENTAL BENEFITS TO NORTH SHORE SCHOOLS EMPLOYEES | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Desc | DENTAL BENEFITS TO EMPLOYEES OF NORTH SHORE SCHOOLS | Desc |
| Described In Section501c3 | false | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 163 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 1 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 5 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 5 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUSAN MCCORMACK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5167599337 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 RAILROAD AVE | AddressLine1Txt |
| City | GLEN HEAD | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11545 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|
| SUSAN MCCORMACK | |||||
| DIRECTOR | 5.00 | Yes (X) | $6,025 | $0 | $0 |
| BRUCE FICHTMAN | |||||
| PRESIDENT / | 1.00 | Yes (X) | $766 | $0 | $0 |
| SARA BLACK-CANO | |||||
| TRUSTEE | 1.00 | Yes (X) | $766 | $0 | $0 |
| PAMELA PARSONS | |||||
| TRUSTEE | 1.00 | Yes (X) | $766 | $0 | $0 |
| RONNIE HELLER | |||||
| TRUSTEE | 1.00 | Yes (X) | $766 | $0 | $0 |
| BARBARA BRENNAN | |||||
| TRUSTEE | 1.00 | Yes (X) | $766 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $9,855 | TotalReportableCompFromOrgAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| DISTRICT CONTRIBUTIONS | 525920 | $297,686 | $297,686 |
| PAYROLL CONTRIBUTIONS | 525920 | $127,150 | $127,150 |
| RETIREE CONTRIBUTIONS | 525920 | $95,572 | $95,572 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $520,408 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,648 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,648 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COBRA CONTRIBUTIONS | Desc |
| Business | 525920 | BusinessCd |
| Total Revenue Column | $2,076 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,076 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,076 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $530,132 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $530,132 | RelatedOrExemptFuncIncomeAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $482,502 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,855 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,899 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,428 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,600 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,400 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,681 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $242 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| DENTAL ADMINISTRATIVE FEE | $17,270 |
| CUSTODIAL FEES | $2,000 |
| INSURANCE | $1,914 |
| PRINTING | $1,914 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,564 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $550,269 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,896 | BOYAmt |
| EOY | $68,645 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $534,903 | BOYAmt |
| EOY | $495,474 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,359 | BOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $562,158 | BOYAmt |
| EOY | $564,119 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $22,098 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $22,098 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $562,158 | BOYAmt |
| EOY | $542,021 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $562,158 | BOYAmt |
| EOY | $542,021 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $562,158 | BOYAmt |
| EOY | $564,119 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$20,137 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
Schedule D IRS990ScheduleD
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CASH - DENTAL RESERVE OVERDRAFT | Desc |
| Amt | $22,098 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $22,098 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $529,781 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $14,691 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$15,042 | OtherRevenueAmt |
| Revenue Not Reported | -$351 | RevenueNotReportedAmt |
| Revenue Subtotal | $530,132 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $530,132 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $553,950 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $3,681 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $3,681 | ExpensesNotReportedAmt |
| Expenses Subtotal | $550,269 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $550,269 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 4, PART XI, LINE 2D | CHANGE IN CONTRIBUTIONS RECEIVABLE -15,604 CHANGE IN INTEREST RECEIVABLE 562 |
| SCHEDULE D, PAGE 4, PART XII, LINE 2D | CHANGE IN INVESTMENT FEE PAYABLE -45 CHANGE IN CLAIMS PAYABLE -6,391 CHANGE IN ACCOUNTING FEE PAYABLE 4,350 CHANGE IN STIPEND PAYABLE 20 CHANGE IN DENTAL ADMIN FEES 5,747 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 6, PART VI, LINE 11B | FORM 990 IS DELIVERED TO THE DIRECTOR WHO REVIEWS THE INFORMATION WITH THE TRUSTEES PRIOR TO SIGNING THE FORM AUTHORIZING ELECTRONIC FILING. |
| FORM 990, PAGE 6, PART VI, LINE 12C | REVIEWED ON AN ANNUAL BASIS AT ONE OF THE QUARTERLY BOARD OF TRUSTEES MEETINGS. |
| FORM 990, PAGE 6, PART VI, LINE 15B | COUNSEL PRESENTS COMPARATIVE STIPENDS IN THE GEOGRAPHIC REGION OF SIMILARLY SITUATED PUBLIC SECTOR BENEFIT FUNDS AND THE FUND AUDITOR'S ANALYSIS OF WHAT CAN BE FINANCIALLY SUSTAINED BY THE FUND. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE ORGANIZATION'S MEMBERS UPON REQUEST. FORM 990 IS AVAILABLE TO BE DOWNLOADED AT WWW.GUIDESTAR.ORG. |