ALUMNI ASSOCIATION OF THE UNIVERSITY OF TEXAS AT EL PASO: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- ALUMNI ASSOCIATION OF THE UNIVERSITY OF TEXAS AT EL PASO (EIN 74-1987332)
- Tax period
- 2011-09-01 to 2012-08-31
- Filed
- 2013-03-21
- IRS object ID
- 201300809349300400
- Schema version
- 2011v1.2
- 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) |
|---|---|---|
| Timestamp | 2013-03-21T01:39:14-06:00 | Timestamp |
| Tax Period End Date | 2012-08-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Karla Legaspy CPA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6300 Franklin Red | AddressLine1 |
| City | El Paso | City |
| State | TX | State |
| ZIP Code | 79912 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-09-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 741987332 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Alumni Assoc of The University of Texas | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ALUM | NameControl |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | De Wetter Center 500 W University | AddressLine1 |
| City | El Paso | City |
| State | TX | State |
| ZIP Code | 799680724 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID VELOZ | Name |
| Title | PRESIDENT | Title |
| Date Signed | 2013-03-15 | DateSigned |
| Authorize Third Party | false | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Karla Legaspy | Name |
| Phone | 9156912269 | Phone |
| Date Prepared | 2013-03-21 | DatePrepared |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 360551 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.ALUMNI.UTEP.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1965 | YearFormation |
| State Legal Domicile | TX | StateLegalDomicile |
| Activity Or Mission Description | THE ORGANIZATIONS PRIMARY EXEMPT PURPOSE IS TO REWARD ACHIEVEMENT OF UTEP STUDENTS PROMOTE PARTICIPATION IN UTEP ACTIVITIES DEVELOP SCHOOL SPIRIT AT UTEP AND PROVIDE UTEP ALUMNI REGRUITMENT OPPORTUNITIES | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 19 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 19 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 19 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 96313 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 143719 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 205136 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 195618 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 2450 | InvestmentIncomePriorYear |
| Investment Income Current Year | 21214 | InvestmentIncomeCurrentYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 303899 | TotalRevenuePriorYear |
| Total Revenue Current Year | 360551 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 143278 | OtherExpensePriorYear |
| Other Expenses Current Year | 297736 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 143278 | TotalExpensesPriorYear |
| Total Expenses Current Year | 297736 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 160621 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 62815 | RevenuesLessExpensesCY |
| Total Assets BOY | 277386 | TotalAssetsBOY |
| Total Assets EOY | 364809 | TotalAssetsEOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 277386 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 364809 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE ORGANIZATIONS PRIMARY EXEMPT PURPOSE IS TO REWARD ACHIEVEMENT OF UTEP STUDENTS PROMOTE PARTICIPATION IN UTEP ACTIVITIES DEVELOP SCHOOL SPIRIT AT UTEP AND PROVIDE UTEP ALUMNI REGRUITMENT OPPORTUNITIES | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 24076 | Expense |
| Revenue | 38091 | Revenue |
| Description | ATHLETIC ACTIVITIES HOMECOMING ACTIVITIES AND OTHER ANNUAL EVENTS INCLUDING RECEPTIONS PRE-GAME PARTIES AND AFFINITY PROGRAMS | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 254168 | Expense |
| Revenue | 301246 | Revenue |
| Description | SUPPORT PROGRAMS SUCH AS CHAPTER DEVELOPMENT STUDENT OUTREACH COMMUNITY OUTREACH AND THE AFFINITY PROGRAM HELP RAISE MONEY FOR UTEP SCHOLARSHIPS AND THE UTEP ALUMNI ASSOCIATION THROUGH ROYALTIES | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 278244 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | false | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | false | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | false | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | false | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 19 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 19 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | true | LocalChapters |
| Policies Reference Chapters | true | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | false | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | LAURA DIAZ | NamePerson |
| Telephone Number | 9157476489 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | DE WETTER CENTER 500 W UNIVERSITY | AddressLine1 |
| City | El Paso | City |
| State | TX | State |
| ZIP Code | 799680724 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (19 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|
| Art Gloria | |||||
| VP for Membership | 5.00 | X | 0 | 0 | 0 |
| Bobby Gonzalez | |||||
| Member | 5.00 | X | |||
| Bonny Schulenberg | |||||
| Secretary | 5.00 | X | |||
| CHRIS CHARRON | |||||
| BOARD MEMBER | 5.00 | X | |||
| David Veloz | |||||
| President | 5.00 | X | |||
| DIANE N DE HOYOS | |||||
| BOARD MEMBER | 5.00 | X | |||
| Felix Valenzuela | |||||
| Member | 5.00 | X | |||
| George Saucedo | |||||
| Member | 5.00 | X | |||
| Gerardo Gerry Licon | |||||
| Member | 5.00 | X | |||
| Gustavo Reveles Acosta | |||||
| VP of Public and Student Relations | 5.00 | X | |||
| Jacob Boggs | |||||
| Member | 5.00 | X | |||
| JOE CARDENAS | |||||
| VP OF WAYS & MEANS | 5.00 | X | |||
| John Aranda | |||||
| Treasurer | 5.00 | X | |||
| JORGE VIELLEDENT | |||||
| BOARD MEMBER | 5.00 | X | |||
| Laura Biggs | |||||
| VP for Chapter Relations | 5.00 | X | |||
| Mark Daw | |||||
| Member | 5.00 | X | |||
| Michael Martinez | |||||
| Member | 5.00 | X | |||
| Russell Autry | |||||
| President-Elect | 5.00 | X | |||
| Willarda Edwards | |||||
| Member | 5.00 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Membership Dues | 143719 | MembershipDues |
| Total Contributions | 143719 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| AFINITY PROGRAM | 900099 | 38092 | 38092 |
| RING PROGRAM | 900099 | 5925 | 5925 |
| PRODUCT LINE | 900099 | 3790 | 3790 |
| TICKET SALES | 900099 | 59578 | 59578 |
| CHAPTERS | 900099 | 25231 | 25231 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 63002 | TotalRevenueColumn |
| Related Or Exempt Function Income | 63002 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 195618 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 21214 | TotalRevenueColumn |
| Related Or Exempt Function Income | 21214 | RelatedOrExemptFunctionIncome |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 360551 | TotalRevenueColumn |
| Related Or Exempt Function Income | 216832 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22134 | Total |
| Program Services | 22134 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19492 | Total |
| Management And General | 19492 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| ATHLETIC ACTIVITY | 24077 | 24077 |
| MEMBERSHIP DEVELOPMENT | 30516 | 30516 |
| BOARD EXPENSES | 20289 | 20289 |
| EVENTS AND ACTIVITIES | 117373 | 117373 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 63855 | Total |
| Program Services | 63855 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 297736 | Total |
| Program Services | 278244 | ProgramServices |
| Management And General | 19492 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 176762 | BOY |
| EOY | 264185 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 46022 | BOY |
| EOY | 46022 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 54602 | BOY |
| EOY | 54602 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 277386 | BOY |
| EOY | 364809 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 277386 | BOY |
| EOY | 364809 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 277386 | BOY |
| EOY | 364809 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 277386 | BOY |
| EOY | 364809 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 62815 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 24608 | ReconcilationOtherChanges |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | false | FSAudited |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Support Org170b1 Aiv | X | CollegeSupportOrg170b1Aiv |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 104492 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 51500 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 103024 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 96313 | CurrentTaxYearMinus1Year |
| Current Tax Year | 89625 | CurrentTaxYear |
| Total | 444954 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 104492 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 51500 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 103024 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 96313 | CurrentTaxYearMinus1Year |
| Current Tax Year | 89625 | CurrentTaxYear |
| Total | 444954 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 444954 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3923 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3544 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3376 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2450 | CurrentTaxYearMinus1Year |
| Current Tax Year | 15974 | CurrentTaxYear |
| Total | 29267 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 474221 | TotalSupport |
| Public Support Pertcentage170 | 0.93830 | PublicSupportPertcentage170 |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| 01. Form 990 governing body review (Part VI, line 11) | A COPY OF THE FORM 990 IS PROVIDED TO THE ORGANIZATIONS BAORD OF DIRECTORS FOR THEIR REVIEW BEFORE IT IS FILED BY AN OFFICER |
| 02. Conflict of interest policy compliance (Part VI, line 12c) | THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY THROUGH ANNUAL REVIEW OF ITS BYLAWS AND COMPLIANCE REQUIREMENTS OF THE DIRECTORS AND OFFICERS INSURANCE POLICY |
| 03. Governing documents, etc, available to public (Part VI, line 19) | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST OF THESE DOCUMENTS iNTERESTED PERSONS MAY EITHER VISIT THE ORGANIZATIONS OFFICE TO VIEW THESE DOCUMENTS OR MAY REQUEST COPIES BY MAIL |
| 04. Explanation of other changes in net assets or fund balances (Part XI, line 5) | CHANGE IN NET ASSETS FROM PRIOR YEARS |