2025-10-30T17:16:40-05:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 220 S 6TH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2024-01-01 410972476 RISE INCORPORATED RISE 7637868334 6499 UNIVERSITY AVE NE 200 FRIDLEY MN 55432 TIM DICKIE PRESIDENT 7637868334 2025-10-30 1 0 RACHEL FLANDERS P01591790 6123764500 2025-10-30 2024 2025-03-06 01:10:19Z TIM DICKIE 6499 UNIVERSITY AVE NE 200 FRIDLEY MN 55432 36640783 0 1 X WWW.RISE.ORG X 1971 MN CREATIVE SOLUTIONS AND CUSTOMIZED SUPPORT. 16 16 1533 130 0 0 8189414 8226410 22267303 24296288 692443 1227104 11697 76844 31160857 33826646 314537 558103 0 0 25396751 25459796 0 0 365556 7009995 7241416 32721283 33259315 -1560426 567331 32245458 32626918 4872316 4099315 27373142 28527603 X TO LIVE A LIFE FILLED WITH PURPOSE. 0 0 27905250 558103 24296288 IN 2024, RISE SERVED 2,541 PEOPLE ACROSS ALL PROGRAMS. WE SUPPORTED 1,784 INDIVIDUALS WITH EMPLOYMENT SERVICES (70%), 731 WITH LIFE ENRICHMENT AND DAY SUPPORTS (29%), AND 250 WITH HOUSING AND OTHER INDEPENDENT LIVING SUPPORTS (10%). ABOUT 10% OF THE PEOPLE WE SUPPORT PARTICIPATE IN PROGRAMMING ACROSS MULTIPLE SERVICE DOMAINS.RISE SUPPORTS PEOPLE WITH DISABILITIES, BROADLY DEFINED. APPROXIMATELY 70% OF THOSE WE SERVE HAVE AN INTELLECTUAL OR DEVELOPMENTAL DISABILITY OR A BRAIN INJURY AS THEIR PRIMARY DISABILITY. TWENTY-FIVE PERCENT HAVE A PSYCHIATRIC DISABILITY, AND 5% ARE DEAF, DEAFBLIND, OR HARD-OF-HEARING. RISE ALSO SUPPORTS DISABLED POPULATIONS FACING COMPLEX BARRIERS TO STABILITY, INCLUDING INDIVIDUALS RE-ENTERING THE COMMUNITY AFTER INCARCERATION OR INSTITUTIONALIZATION, THOSE WITH CO-OCCURRING SUBSTANCE USE CHALLENGES, AND PEOPLE WITH CRIMINAL JUSTICE HISTORIES.EMPLOYMENT SERVICES:IN 2024, MORE THAN 1,400 PEOPLE PARTICIPATED IN EMPLOYMENT SERVICES ACROSS EIGHT DIFFERENT PROGRAMS. ABOUT 45% OF PARTICIPANTS CAME TO RISE THROUGH A MEDICAID WAIVER, WHILE 55% WERE REFERRED THROUGH OTHER FUNDING MECHANISMS. OF THESE 1,400 INDIVIDUALS, 40% WERE EMPLOYED IN A COMPETITIVE, INTEGRATED JOB DURING THE YEAR. SIXTEEN PERCENT STARTED A NEW JOB (N=217), AND 18% REACHED THE 90-DAY RETENTION MILESTONE (N=258). THE AVERAGE HOURLY WAGE FOR THOSE EMPLOYED WAS $16.83, WITH AN AVERAGE OF 23.8 HOURS WORKED PER WEEK. ADDITIONALLY, 28% OF PARTICIPANTS WORKED ON SUPPORTED EMPLOYMENT TEAMS (SET), EARNING AN AVERAGE HOURLY WAGE OF $10.99 (100% AT OR ABOVE MINIMUM WAGE) AND AVERAGING 28 HOURS PER WEEK.LIFE ENRICHMENT:IN 2024, 731 INDIVIDUALS PARTICIPATED IN LIFE ENRICHMENT ACTIVITIES AT A RISE PROGRAM, WITH 18% ENGAGING IN REMOTE SERVICES.HOUSING AND INDEPENDENT LIVING SUPPORTS:RISE SUPPORTED 150 PEOPLE EXPERIENCING HOMELESSNESS OR AT IMMINENT RISK OF HOMELESSNESS IN SECURING PERMANENT HOUSING OF THEIR CHOICE IN CENTRAL MINNESOTA. ANOTHER 100 INDIVIDUALS RECEIVED MENTAL HEALTH SUPPORT THROUGH ADULT REHABILITATIVE MENTAL HEALTH SERVICES (ARMHS) IN CENTRAL MINNESOTA AND ANOKA COUNTY.SERVICE AREA:RISE'S SERVICE AREA INCLUDES THE ENTIRE STATE OF MINNESOTA AND SELECT COUNTIES IN WESTERN WISCONSIN. SERVICES ARE CONCENTRATED IN THE TWIN CITIES METRO (73% OF PERSONS SERVED) AND CENTRAL MINNESOTA (18%), WITH THE REMAINDER SPREAD ACROSS OTHER MINNESOTA COUNTIES AND AREAS SURROUNDING NEW RICHMOND, WISCONSIN. WITHIN THE TWIN CITIES METRO, SERVICES ARE PRIMARILY LOCATED IN THE NORTHERN AND EASTERN QUADRANTS, WITH 26% OF PERSONS SERVED RESIDING IN HENNEPIN COUNTY, 25% IN ANOKA COUNTY, 13% IN WASHINGTON COUNTY, AND 9% IN RAMSEY COUNTY.DEMOGRAPHICS:RISE'S PARTICIPANTS REFLECT THE DIVERSITY OF THE COMMUNITIES THEY LIVE IN. TWENTY-FIVE PERCENT ARE UNDER 30 YEARS OLD, WHILE 31% ARE OVER 50, CONSIDERED OLDER ADULTS WITHIN THIS POPULATION. SEVENTY-FOUR PERCENT OF THOSE SERVED ARE WHITE, AND 36% ARE PEOPLE OF COLOR. THE LARGEST NONWHITE GROUP IS BLACK OR AFRICAN AMERICAN, COMPRISING 13% OF ALL PERSONS SERVED.ORGANIZATIONAL CHANGES IN 2024:2024 BROUGHT SEVERAL SIGNIFICANT AND ANTICIPATED CHANGES TO RISE. AFTER A MULTIYEAR PROCESS, RISE ENDED ITS SPECIAL MINIMUM WAGE PROGRAM EARLY IN THE YEAR. AS PART OF THIS TRANSITION, RISE LISTED FOR SALE ITS ORIGINAL BUILDING IN SPRING LAKE PARK AND RELOCATED ITS ADMINISTRATIVE STAFF TO A NEW OFFICE SUITE IN NEARBY FRIDLEY. THE FRIDLEY OFFICE WASN'T THE ONLY NEW LOCATIONRISE ALSO EXPANDED ITS AWARD-WINNING COMMUNITY-INTEGRATED DAY PROGRAM BY OPENING A NEW SITE AT THE LENOX COMMUNITY CENTER IN ST. LOUIS PARK.RISE'S LONGTIME CEO, LYNN NOREN, RETIRED AFTER MORE THAN 10 YEARS IN THE ROLE AND OVER 45 YEARS WITH THE ORGANIZATION. FOLLOWING A NATIONAL SEARCH, THE BOARD APPOINTED FORMER CHIEF PROGRAM OFFICER TIM DICKIE AS RISE'S NEW CEO. DICKIE RESTRUCTURED HIS PREVIOUS ROLE INTO TWO POSITIONS, PROMOTING JODI BLUME TO VICE PRESIDENT OF LIFE ENRICHMENT AND HIRING KASSIA JANEZICH AS VICE PRESIDENT OF VOCATIONAL AND HOUSING SERVICES.INNOVATION AND PILOTS:RISE CONTINUES TO LEAD IN HUMAN SERVICES INNOVATION. IN 2024, THE ORGANIZATION LAUNCHED A RETIREMENT PILOT TO HELP LONGTIME WORKERS WITH DISABILITIES PLAN FOR AND ENJOY COMMUNITY-INTEGRATED RETIREMENT WITHIN COHORTS IN RISE'S LIFE ENRICHMENT PROGRAMS. IN 2023, RISE BEGAN A TWO-YEAR PILOT PARTNERSHIPRISE WITH THE YWITH THE COON RAPIDS YMCA, BRINGING TOGETHER SENIORS AND DISABLED ADULTS IN COMMUNITY-INTEGRATED DAY PROGRAMS. THIS INITIATIVE EARNED THE 2024 MOHR CHOICE AWARD. 27905250 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 109 0 1 1533 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MN WI X X TOM HAGLUND 7637868334 6499 UNIVERSITY AVENUE NE SUITE 200 FRIDLEY MN 55432 LYNN NOREN PRESIDENT 40.00 X 878117 0 27067 TIM DICKIE CHIEF PROGRAM OFFICER 40.00 X 176412 0 50575 TOM HAGLUND CFO 40.00 X 175514 0 49849 NOEL MCCORMICK VP OF ADVANCEMENT 40.00 X 143318 0 25294 DENISE THUL VP OF HR 40.00 X 147259 0 30722 JAMIE SMITH DIRECTOR OF IT 40.00 X 127293 0 30211 NANCY HOFF SENIOR SALES REP 40.00 X 103128 0 32801 KRISTIN HANGEBRAUCK BOARD CHAIR 1.00 X X 0 0 0 CLIFF RHOTEN VICE CHAIR 1.00 X X 0 0 0 ANDREA MURPHY TREASURER 1.00 X X 0 0 0 RACHAEL SMITH SECRETARY 1.00 X X 0 0 0 ANNE HOLOCH DIRECTOR 1.00 X 0 0 0 LAURI HOPKINS DIRECTOR 1.00 X 0 0 0 KRISHNAKUMAR SUBRAMONIA IYER DIRECTOR 1.00 X 0 0 0 KATHY KLANG DIRECTOR 1.00 X 0 0 0 SUE LANGFELDT DIRECTOR 1.00 X 0 0 0 SHEILA MINSKE DIRECTOR 1.00 X 0 0 0 DAN NEWMAN DIRECTOR 1.00 X 0 0 0 KELLY STEFFENS DIRECTOR 1.00 X 0 0 0 JIM MILEY DIRECTOR 1.00 X 0 0 0 SCOTT PRICE DIRECTOR 1.00 X 0 0 0 1751041 0 246519 7 0 1 0 LECOURAGE STAFFING 6834 HUMBOLDT AVENUE NORTH BROOKLYN PARK MN 55430 TEMP LABOR 176650 HEALTHPOINT CLEANING 5201 EDEN AVENUE 300 EDINA MN 55436 CLEANING 147410 NETSMART TECHNOLOGIES 4950 COLLEGE BOULEVARD OVERLAND PARK KS 66211 SOFTWARE 123560 3 128144 7625520 472746 15433 8226410 PROGRAM REVENUE 624310 14975808 14975808 TRANSPORTATION INCOME 480000 5850191 5850191 SALES TO PUBLIC 624310 3456522 3456522 CLIENT HOUSING 624200 13767 13767 24296288 500888 500888 3213020 257951 2744755 0 468265 257951 726216 726216 22000 128144 69382 -47382 -47382 MISCELLANEOUS INCOME 900099 124226 124226 124226 33826646 24296288 0 1303948 558103 558103 1357534 1267015 90519 19517197 17779390 1548681 189126 262725 262725 2460519 2186629 249304 24586 1861821 1599652 239354 22815 34978 34978 75267 75267 17521 17521 60765 60765 719696 388150 329225 2321 89612 3224 86388 597716 402480 176492 18744 322836 208015 112886 1935 1247033 981358 265549 126 873005 861809 9420 1776 159357 113321 44002 2034 26440 19292 7148 1211446 1091788 118294 1364 114660 96075 17115 1470 EQUIPMENT RENT & MAINTE 1150115 1140643 9277 195 OTHER EXPENSES 281347 59378 221969 DUES, MEMBERSHIP, & LIS 183086 76682 97859 8545 PRODUCTION PARTS & MATE 76536 76536 33259315 27905250 4988509 365556 655137 680188 511737 508216 4797416 4342996 2073290 1200780 473327 488999 18295028 9600936 7069734 8694092 14674782 14190647 1990035 2521000 32245458 32626918 1946743 1737200 160456 206971 978299 301116 1786818 1854028 4872316 4099315 X 26773056 27838627 600086 688976 27373142 28527603 32245458 32626918 567331 587130 0 X 0 1 X 1 1 1 X 8832808 16342366 5185265 7978105 12149841 50488385 8832808 16342366 5185265 7978105 12149841 50488385 50488385 176686 196296 228511 477518 500888 1579899 161751 47068 246006 94099 124226 673150 52741434 94108739 0.95730 0.95540 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: SPECIAL EVENTS - FREIGHT INCOME - MISCELLANEOUS - 2020 AMOUNT: $ 161,751. 2021 AMOUNT: $ 47,068. 2022 AMOUNT: $ 246,006. 2023 AMOUNT: $ 94,099. 2024 AMOUNT: $ 124,226. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 17521 17521 0 PART II-B, LINE 1: RISE CONTRIBUTED $8,521 TO LEGISLATIVE ADVOCACY EFFORTS BY IPS PROVIDERS, COORDINATED BY FREDERICKSON GOVERNMENT RELATIONS, TO ATTEMPT TO INFLUENCE MN GOVERNMENT LEGISLATIVE ACTION. THE COLLECTIVE TOTAL OF THE 2024 EFFORT WAS $42,000, OF WHICH RISE PAID A PROPORTIONAL AMOUNT ALONG WITH OTHER IPS PROVIDERS, AND FOR WHICH RISE FILED A LOBBYIST PRINCIPAL REPORT RISE ALSO CONTRIBUTED $9,000 TO THE TRADE ASSOCIATION MOHR (MINNESOTA ORGANIZATION FOR HABILITATION AND REHABILITATION) WHOSE PURPOSE IS TO: "MOHR PROVIDES LEADERSHIP, INSPIRES EXCELLENCE, ENGAGES IN ADVOCACY, AND FACILITATES THE SUCCESS OF MEMBERS THROUGH COLLABORATION, RESEARCH, NETWORKING, AWARENESS BUILDING, ACCESS TO RESOURCES, AND ACTIVE PARTICIPATION IN LEGISLATIVE AND POLICY-MAKING FORUMS." 885536 116345 1001881 810581 74955 885536 889269 -78688 810581 716826 172443 889269 654940 61886 716826 0.38000 0.62000 0.00000 0 0 957006 957006 7816511 6228743 1587768 9521511 3372193 6149318 8694092 DEPOSITS 77434 WORKERS COMPENSATION DEPOSIT 75000 ENDOWMENT INVESTMENTS 1001881 ROU ASSET 1366685 2521000 DEFERRED COMPENSATION 468699 LEASE LIABILITY 1385329 1854028 X 34353011 587130 587130 33765881 60765 60765 33826646 33198550 0 33198550 60765 60765 33259315 PART V, LINE 4: ENDOWMENT FUNDS ARE ESTABLISHED TO SUPPORT GENERAL OPERATIONS AND ENSURE FINANCIAL SUSTAINABILITY. PART X, LINE 2: RISE, INC. HAS TAX EXEMPT STATUS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION HAS ADOPTED THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THE ORGANIZATION HAS NO CURRENT OBLIGATION FOR UNRELATED BUSINESS INCOME TAX. THE ORGANIZATION'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. GALA 150144 128144 22000 69382 150144 128144 22000 69382 69382 -47382 1 INDIRECT TRANSPORTATION AND EMPLOYMENT ASSISTANCE 109 8293 INDIRECT HOUSING ASSISTANCE 180 517762 INDIRECT GENERAL ASSISTANCE 111 32048 PART I, LINE 2: RISE USES AN AUTOMATED ACCOUNTING SYSTEM WITH INTERNAL CONTROLS AND POLICIES AND PROCEDURES TO MONITOR THE USE OF GRANT FUNDS BY PROGRAM. RISE GRANT MANAGERS PROVIDE PROGRAM AND ADMINISTRATIVE OVERSIGHT AND ENSURE COMPLIANCE WITH APPLICABLE REGULATIONS. RISE PROVIDES TRANSPORTATION AND EMPLOYMENT ASSISTANCE TO ELIGIBLE INDIVIDUALS SUCH AS BUS TOKENS, WORK CLOTHING, AND VEHICLE REPAIRS WITHIN PROGRAM GUIDELINES. RISE PROVIDES HOUSING ASSISTANCE INDIRECTLY TO QUALIFYING INDIVIDUALS SUCH AS RENTAL SUBSIDIES, SUBSIDIZED UTILITIES, AND EMERGENCY NECESSITIES WITHIN PROGRAM GUIDELINES. RISE PROVIDES GENERAL EMERGENCY ASSISTANCE AND EMPLOYMENT SUPPORT INDIRECTLY TO QUALIFIED INDIVIDUALS FOR ADVANCING LIVES, INCENTIVES, AND TOKEN AWARDS. X 1 1 X X X X 0 1 0 0 0 0 0 1 0 LYNN NOREN PRESIDENT 286695 0 103090 0 488332 0 13800 0 13267 0 905184 0 296287 0 TIM DICKIE CHIEF PROGRAM OFFICER 165141 0 11271 0 0 0 24682 0 25893 0 226987 0 0 0 TOM HAGLUND CFO 164330 0 11184 0 0 0 24709 0 25140 0 225363 0 0 0 NOEL MCCORMICK VP OF ADVANCEMENT 134309 0 9009 0 0 0 19107 0 6187 0 168612 0 0 0 DENISE THUL VP OF HR 138129 0 9130 0 0 0 19800 0 10922 0 177981 0 0 0 JAMIE SMITH DIRECTOR OF IT 122416 0 4877 0 0 0 4110 0 26101 0 157504 0 0 0 PART I, LINE 1A PER BOARD APPROVAL, THE NOREN 457F DISTRIBUTION INCLUDED A GROSS-UP TO COVER THE EMPLOYEE PORTION OF FICA OF $20,129. PART 1, LINE 4B NAME: LYNN NOREN, DESCRIPTION: SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN CURRENT YEAR AMOUNT: $488,332. PLAN DESCRIPTION: 457F - RETIREMENT AGE DISTRIBUTION - ACCOUNT LIQUIDATION, PLAN TERMINATED CEO RETIREMENT - THE NOREN RETIREMENT AND OTHER DEFERRED COMPENSATION AMOUNT SHOWN IN COLUMN (B) (III) OF SCHEDULE J, PART II REFLECTS THE CULMINATION OF 30 YEARS OF DEFERRED COMPENSATION UPON THE RETIREMENT OF THE CEO AFTER 45 YEARS OF EMPLOYMENT. $296,287 OF THIS AMOUNT WAS PREVIOUSLY REPORTED IN PRIOR YEAR 990'S AND REPRESENTS THE ORGANIZATIONS ACTUAL CONTRIBUTIONS TO THE DEFERRED COMPENSATION ACCOUNT OVER A 30 YEAR PERIOD. $192,045 OF THIS AMOUNT REPRESENTS INVESTMENT EARNINGS ON THOSE CONTRIBUTIONS OVER THE 30 YEAR PERIOD. NAME: TIM DICKIE, DESCRIPTION: SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN, CURRENT YEAR AMOUNT: $17,464. PLAN DESCRIPTION: 2024 457F CONTRIBUTION - BOARD APPROVED 10%, NON-VESTED NAME: TOM HAGLUND, DESCRIPTION: SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN, CURRENT YEAR AMOUNT: $17,330. PLAN DESCRIPTION: 2024 457F CONTRIBUTION - BOARD APPROVED 10%, NON-VESTED NAME: DENISE THUL, DESCRIPTION: SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN, CURRENT YEAR AMOUNT: $14,029. PLAN DESCRIPTION: 2024 457F CONTRIBUTION - BOARD APPROVED 10%, NON-VESTED NAME: NOEL MCCORMICK, DESCRIPTION: SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN, CURRENT YEAR AMOUNT: $13,959. PLAN DESCRIPTION: 2024 457F CONTRIBUTION - BOARD APPROVED 10%, NON-VESTED PART I, LINE 7 CORPORATE OFFICERS RECEIVED DISCRETIONARY YEAR-END BONUSES (AS A PERCENTAGE OF YTD WAGES) THAT WAS MERIT-BASED AND SOMEWHAT RELATED TO YEAR-END MARGINS, BUT NOT CONTINGENT ON A SPECIFIC ORGANIZATIONAL FINANCIAL TARGET. A CITY OF COTTAGE GROVE MN 416008286 2005-05-19 853000 CONSTRUCT OFFICE BUILDING 0 0 0 A 849472 853000 52715 853000 2005 0 0 1 1 A 0 0 0 1 1 0 0 0 0 DATE REBATE COMPUTATION PERFORMED ISSUER NAME: CITY OF COTTAGE GROVE, MN DATE THE REBATE COMPUTATION WAS PERFORMED: 12/31/2020 SCHEDULE K, PART IV, ARBITRAGE, LINE 2C: FORM 990, PART VI, SECTION A, LINE 1A THE FINANCE COMMITTEE HAS THE AUTHORITY TO REVIEW AND APPROVE THE FISCAL PROCEDURES, FUNDRAISING PLANS, ANNUAL BUDGETS, AND ANNUAL TAX RETURNS. THE FINANCE COMMITTEE CONSISTS OF THE TREASURER AS THE CHAIR AND THREE OTHER BOARD MEMBERS (MORE OR LESS MEMBERS AS MAY BE NEEDED). THE FINANCE COMMITTEE HAS NO OTHER AUTHORITY ON BEHALF OF THE FULL BOARD. FORM 990, PART VI, SECTION B, LINE 11B DRAFT COPIES WILL BE PRESENTED TO GOVERNANCE AT BOTH A FINANCE COMMITTEE MEETING AND A BOARD MEETING FOR REVIEW AND APPROVAL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST FOR BOARD MEMBERS IS COMPLETED ANNUALLY AND DISCLOSURE IS PART OF THE MONITORING PROCESS. KEY EMPLOYEES AND OFFICERS UPDATE CODE OF CONDUCT ANNUALLY. IT IS THE RESPONSIBILITY OF THE INDIVIDUAL BOARD MEMBER WHO PERCEIVES ANY POTENTIAL CONFLICT OF INTEREST TO BRING SUCH CONFLICT TO THE ATTENTION OF THE BOARD OF DIRECTORS. THE BOARD WILL REVIEW THE MATTER AND DETERMINE WHETHER THE RELATIONSHIP IS AN ACCEPTABLE ONE. THE ACTION OF THE BOARD OF DIRECTORS SHOULD CLEARLY BE REFLECTED IN THE MINUTES OF THE COMMITTEE AND/OR THE BOARD MEETING IN WHICH THE SITUATION WAS REVIEWED. INDIVIDUAL BOARD MEMBERS WILL BE EXPECTED TO ABSTAIN FROM VOTES ON BOARD MATTERS IN WHICH BOARD ACTION WOULD HAVE FINANCIAL IMPACT ON THEM OR THE FIRM THEY REPRESENT. INDIVIDUAL BOARD MEMBERS WILL ALSO BE EXPECTED TO ADHERE TO THE ORGANIZATION'S CODE OF CONDUCT AND ANY PROFESSIONAL STANDARDS APPLICABLE TO THE ORGANIZATION WHICH THEY REPRESENT, WHEN THOSE RESTRICTIONS WOULD BE MORE STRINGENT THAN THE REQUIREMENTS OUTLINED HEREIN. KEY EMPLOYEES AND OFFICERS REVIEW THE ORGANIZATION'S CODE OF CONDUCT ANNUALLY. IF A PROPOSED TRANSACTION OR SITUATION RAISES ANY QUESTIONS OR DOUBTS WITH RESPECT TO A POTENTIAL CONFLICT OF INTEREST, EMPLOYEES ARE REQUIRED TO DISCUSS THE FACTS WITH THEIR MANAGER OR SOMEONE IN THE HUMAN RESOURCES DEPARTMENT BEFORE ENTERING INTO THE RELATIONSHIP OR SITUATION IN QUESTION. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION FOR THE PRESIDENT IS REVIEWED BY SELECT BOARD MEMBERS ASSIGNED TO THE TASK TO GATHER COMPARABLE DATA FROM FORM 990 AND SALARY SURVEY INFORMATION FOR OUR GEOGRAPHIC LOCATION AND COMPLEXITY OF OPERATIONS. THEN, THE BOARD WILL DOCUMENT THE PROCESS CONTEMPORANEOUSLY, INCLUDING THE TERMS OF THE TRANSACTION, DATE OF APPROVAL, VOTING MEMBERS PRESENT, AND ANY CONFLICT OF INTEREST. THE DOCUMENTATION WILL INCLUDE THE BASIS FOR DETERMINING THE COMPENSATION, INCLUDING THE COMPARABILITY DATA OBTAINED AND RELIED UPON. THE PRESIDENT CONDUCTS ANNUAL PERFORMANCE EVALUATIONS FOR OTHER OFFICERS AND EMPLOYEES. THE PRESIDENT INCORPORATES FORM 990 DATA AND SALARY SURVEY INFORMATION FOR OUR GEOGRAPHIC LOCATION AND COMPLEXITY OF OPERATIONS AND DOCUMENTS ADJUSTMENTS IN HUMAN RESOURCES FILES. THESE PROCESSES WERE LAST PERFORMED IN 2024. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE UPON REQUEST.