2012-08-15T12:39:15-05:00 2011-12-31 521511275 RAFFA PC 1899 L STREET NW SUITE 900 WASHINGTON DC 20036 990 2011-01-01 363350532 NATIONAL OSTEOPOROSIS FOUNDATION NATI 2022232226 1150 17TH STREET NW NO 850 WASHINGTON DC 20036 AMY PORTER 2022232226 2012-08-15 1 FRANK H SMITH P00639053 2028225000 2012-08-15 2011 2016-02-24 21:20:13Z HON DANIEL A MICA 1150 17TH STREET NW NO 850 WASHINGTON DC 20036 6122128 0 X WWW.NOF.ORG X 1984 MO TO PREVENT OSTEOPOROSIS AND IMPROVE THE LIVES OF THOSE AFFECTED BY THE DISEASE. 26 26 25 27 0 0 3220954 3333543 1014448 795039 83126 196707 422876 154729 4741404 4480018 5000 0 0 0 1838446 2079789 18744 17934 893096 2843712 4207137 4705902 6304860 35502 -1824842 7249983 6392216 499504 1648651 6750479 4743565 X THE NATIONAL OSTEOPOROSIS FOUNDATION (THE FOUNDATION) IS THE LEADING CONSUMER AND COMMUNITY-FOCUSED HEALTH ORGANIZATION DEDICATED TO PREVENTING OSTEOPOROSIS AND BROKEN BONES, PROMOTING STRONG BONES FOR LIFE AND REDUCING HUMAN SUFFERING THROUGH PROGRAMS OF PUBLIC AND CLINICIAN AWARENESS, EDUCATION, ADVOCACY AND RESEARCH. SINCE 1984, THE FOUNDATION HAS MADE GREAT STRIDES IN RAISING AWARENESS FOR OSTEOPOROSIS; BUT MUCH MORE NEEDS TO BE DONE IN ORDER TO DEFEAT THE DISEASE. WITH THE SUPPORT OF INDIVIDUALS, COMPANIES AND ASSOCIATIONS THE FOUNDATION WILL CONTINUE ITS EFFORTS TO ESTABLISH A STANDARD OF CARE FOR OSTEOPOROSIS MANAGEMENT AND LEAD THE CHARGE IN BETTER EDUCATING THE PUBLIC IN ORDER TO CHANGE INDIVIDUAL HEALTH BEHAVIORS AND ENSURE BETTER BONE HEALTH FOR ALL. THE NATIONAL OSTEOPOROSIS FOUNDATION IS COMMITTED TO THE PREVENTION, DIAGNOSIS AND TREATMENT OF THIS DISEASE. 0 0 1593639 NATIONAL BONE HEALTH ALLIANCE - A KEY COMPONENT OF THE NATIONAL OSTEOPOROSIS FOUNDATION'S MISSION IS TO PROMOTE PUBLIC HEALTH POLICIES THAT BENEFIT THOSE WITH AND AT RISK FOR OSTEOPOROSIS. IN 2011, WITH THE HELP OF ADVOCATES, THE FOUNDATION MADE SUBSTANTIAL PROGRESS IN ADVANCING OSTEOPOROSIS AND BONE HEALTH ON THE NATIONAL HEALTH AGENDA: IN 2011, CONGRESS PASSED A TEMPORARY EXTENSION TO MEDICARE REIMBURSEMENT FOR BONE DENSITY TESTING IN THE PHYSICIAN'S OFFICE THAT WAS SET TO EXPIRE AT THE END OF 2011. THE FOUNDATION WORKED WITH PATIENTS, CAREGIVERS AND MANY PROFESSIONAL, HEALTH AND COMMUNITY GROUPS TO RAISE AWARENESS OF THE NEED TO MAINTAIN REIMBURSEMENT LEVELS TO PROTECT PATIENT ACCESS TO OSTEOPOROSIS TESTING, WHICH IS CRITICAL FOR DETECTING OSTEOPOROSIS AND PREVENTING DEBILITATING AND COSTLY FRACTURES BEFORE THEY OCCUR. ALSO IN 2011, THE BONE HEALTH PROMOTION AND RESEARCH ACT WAS INTRODUCED IN THE SENATE (COMPANION LEGISLATION TO THE HOUSE VERSION INTRODUCED IN 2010). THIS LEGISLATION WILL CREATE A NATIONAL BONE HEALTH PROGRAM FOCUSED ON EDUCATION, PREVENTION, AND RESEARCH.THE FOUNDATION HOSTED A BRIEFING ON CAPITOL HILL IN MAY TO HIGHLIGHT THE NEED FOR INTERGENERATIONAL CONVERSATIONS ABOUT HEALTHY BONES AS WELL AS THE NEED FOR LEGISLATION TO EXPAND BONE HEALTH AWARENESS PROGRAMS AND RESEARCH, AND TO INCREASE ACCESS TO TESTING FOR OSTEOPOROSIS. THE FOUNDATION CONTINUES TO PROVIDE POLICYMAKERS WITH THE MOST CURRENT, EVIDENCE-BASED INFORMATION ON OSTEOPOROSIS. EVIDENCE-BASED INFORMATION IS ALSO PROVIDED TO ADVOCATES ACROSS THE COUNTRY AND THE FOUNDATION ADVISES THEM ON HOW TO EFFECTIVELY COMMUNICATE WITH THEIR GOVERNMENT OFFICIALS. THE FOUNDATION'S POLICY PROGRAMS PROMOTE ACCESS TO QUALITY HEALTHCARE, BONE HEALTH EDUCATION, OSTEOPOROSIS PREVENTION INITIATIVES AND FEDERAL FUNDING FOR BONE HEALTH AND OSTEOPOROSIS RESEARCH. 861806 700695 PROFESSIONAL EDUCATION - THE FOUNDATION'S EDUCATION DEPARTMENT PROVIDES EVIDENCE-BASED INFORMATION, EDUCATION, SERVICES, AND INITIATIVES TO HEALTHCARE PROFESSIONALS THROUGH VARIOUS ACTIVITIES AND CHANNELS. THESE EFFORTS ARE DESIGNED TO HELP HEALTH-CARE PROFESSIONALS MAKE INFORMED DECISIONS ABOUT THE PREVENTION, DIAGNOSIS, AND TREATMENT OF OSTEOPOROSIS.IN 2011, THE FOUNDATION PLANNED AND IMPLEMENTED THE 2011 INTERNATIONAL SYMPOSIUM ON OSTEOPOROSIS IN LAS VEGAS, NEVADA. THIS ACTIVITY INCLUDED AN INTERNATIONALLY RECOGNIZED FACULTY, AND WAS CERTIFIED FOR CONTINUING EDUCATION CREDIT FOR PHYSICIANS, NURSES AND NURSE PRACTITIONERS. A TOTAL OF 456 PROFESSIONALS PARTICIPATED IN THE CONFERENCE. THE FOUNDATION ALSO PRODUCED TWO ISSUES OF ITS PROFESSIONAL NEWSLETTER, OSTEOPOROSIS: CLINICAL UPDATES, PROVIDING CONTINUING EDUCATION CREDIT FOR HEALTH CARE PROFESSIONALS ON TOPICS RELEVANT TO CLINICAL PRACTICE. 835912 10000 COMMUNICATIONS - DURING 2011 THE COMMUNICATIONS DEPARTMENT LAUNCHED THE CAMPAIGN "A GIFT FROM MOTHERS TO DAUGHTERS" AND INTRODUCED A NEW BRANDING PLATFORM FOR THE NATIONAL OSTEOPOROSIS FOUNDATION (THE FOUNDATION). THE FOUNDATION KICKED-OFF GENERATIONS OF STRENGTH: A MOTHERS AND DAUGHTERS CAMPAIGN AS A NATIONAL INITIATIVE TO ENLIST MOTHERS AND DAUGHTERS AS A POWERFUL ARMY TO ENGAGE IN AWARENESS BUILDING EFFORTS TO SPREAD OSTEOPOROSIS PREVENTION MESSAGES BY STARTING CONVERSATIONS ABOUT THEIR FAMILY HEALTH HISTORY AND RISK FACTORS FOR OSTEOPOROSIS. IN ORDER TO MEET THE CAMPAIGN OBJECTIVES OF GENERATING MASS MEDIA COVERAGE FOR THE GENERATIONS OF STRENGTH CAMPAIGN LAUNCH, POSITIONING THE FOUNDATION AS THE LEADING RESOURCE FOR OSTEOPOROSIS PREVENTION INFORMATION AND TOOLS AND ENCOURAGING MOTHERS AND DAUGHTERS TO ENGAGE IN THE CAMPAIGN BY STARTING CONVERSATIONS THAT WILL ULTIMATELY LEAD TO BETTER BONE HEALTH, THE FOUNDATION CONDUCTED THE FOLLOWING MEDIA AND SOCIAL MEDIA ACTIVITIES:1. ENLISTED BESTSELLING AUTHOR, JOURNALIST AND PATIENT ADVOCATE, GAIL SHEEHY AS THE GENERATIONS OF STRENGTH HONORARY COMMITTEE CHAIR AND CELEBRITY SPOKESPERSON;2. FIELDED A MOTHER/DAUGHTER OMNIBUS SURVEY TO COLLECT INSIGHTS ON TYPICAL MOTHER-DAUGHTER CONVERSATIONS;3. DRAFTED AND DISTRIBUTED A CAMPAIGN LAUNCH PRESS RELEASE ON MONDAY, SEPTEMBER 26 PROVIDING AN OVERVIEW OF THE CAMPAIGN, NEW FINDINGS FROM THE MOTHER-DAUGHTER SURVEYAND A CALL TO ACTION FOR AUDIENCES TO LEARN MORE BY VISITING THE CAMPAIGN MICROSITE;4. DESIGNED AND LAUNCHED THE GENERATIONS OF STRENGTH CAMPAIGN MICROSITE (WWW.NOF.ORG/STARTACONVERSATION) TO ENHANCE THE LEVEL OF ENGAGEMENT BETWEEN MOTHERS AND DAUGHTERS AND THE FOUNDATION;5. KICKED OFF THE "LET'S GET TALKING" ONLINE CONTEST CALLING ON MOTHERS AND DAUGHTERS TO SHARE FAVORITE CONVERSATIONS AND MEMORABLE MOMENTS EXPERIENCED TOGETHER THROUGH THE YEARS;6. LEVERAGED THE FOUNDATION'S FACEBOOK AND TWITTER PAGES TO POST CAMPAIGN ANNOUNCEMENTS AND CALLS TO ACTIONS TO ENTER THE CONTEST SEVERAL TIMES PER WEEK; AND7. HELD A SATELLITE AND RADIO MEDIA TOUR WITH GAIL SHEEHY FROM NEW YORK CITY ON WEDNESDAY, NOVEMBER 2.AS A RESULT, THE GENERATIONS OF STRENGTH CAMPAIGN GENERATED MORE THAN 47 MILLION MEDIA IMPRESSIONS TO DATE, INCLUDING PRINT, ONLINE AND BROADCAST MEDIA COVERAGE. DURING THE SATELLITE AND RADIO MEDIA TOUR, GAIL SHEEHY CONDUCTED 27 INTERVIEWS RESULTING IN 1.6 MILLION BROADCAST MEDIA IMPRESSIONS WITH SOLID MESSAGE PENETRATION IN ALL COVERAGE. WEEKS AFTER THE CAMPAIGN LAUNCHED, ONLINE WEB TRAFFIC INCREASED BY ABOUT 20 PERCENT, AND THE FOUNDATION SAW A SIGNIFICANT INCREASE IN FACEBOOK FANS AND TWITTER FOLLOWERS. 799112 37799 PATIENT EDUCATION 688349 PUBLIC POLICY 73330 6545 MEMBERSHIP 12640 RESEARCH 1573431 44344 4864788 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 47 0 1 25 1 0 0 0 0 0 1 1 0 0 0 0 X 26 26 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AK AZ AK CA CO CT FL GA HI ID IL IN IA KS KY ME MD MA MI MN MS MO NH MN NM NY NC ND OH OK WI X DEANN SHAFFER 2022232226 1150 17TH STREET NW SUITE 850 WASHINGTON DC 20036 HON DANIEL A MICA 5.00 X X 0 0 0 ROBERT R RECKER MD 5.00 X X 0 0 0 ROBERT F GAGEL MD 5.00 X X 0 0 0 SCOTT SCHARER 5.00 X X 0 0 0 ANN C MILLER MD 5.00 X X 0 0 0 KATHLEEN S KUNTZMAN 052011 5.00 X X 0 0 0 WILLIAM L ASHTON 5.00 X 0 0 0 ANDY CARTER 5.00 X 0 0 0 FELICIA COSMAN MD 5.00 X 0 0 0 BESS DAWSON-HUGHES MD 5.00 X 0 0 0 RICHARD DELL MD 5.00 X 0 0 0 DAVID R DROBIS 5.00 X 0 0 0 DEBORAH T GOLD PHD 5.00 X 0 0 0 SUSAN GREENSPAN MD 5.00 X 0 0 0 JUDITH PALCIC HULKA APR 5.00 X 0 0 0 C CONRAD JOHNSTON JR MD 5.00 X 0 0 0 DAVID L KIM 5.00 X 0 0 0 MICHAEL KLEEREKOPER MD 5.00 X 0 0 0 BARBARA LEVIN 5.00 X 0 0 0 ROBERT LINDSAY MD PHD 5.00 X 0 0 0 KENNETH G SAAG MD 5.00 X 0 0 0 CAROL SALINE 5.00 X 0 0 0 PETER F SCWHARTZ 5.00 X 0 0 0 BILL SIPPER 5.00 X 0 0 0 ETHEL S SIRIS MD 5.00 X 0 0 0 HEIDI SKOLNIK MS CDN FACSM 5.00 X 0 0 0 CONNIE M WEAVER PHD 5.00 X 0 0 0 AMY PORTER 40.00 X 299914 0 6919 ROBERTA BIEGEL THRU 122011 40.00 X 157675 0 9711 JOAN NICOLAYSEN THRU 082011 40.00 X 128712 0 6487 PIPER DANKWORTH-SUTTON 40.00 X 126071 0 9023 DAVID LEE 40.00 X 115385 0 3916 SUSAN RANDALL 40.00 X 114863 0 8293 942620 0 44349 7 0 1 0 HAINES AND COMPANY INC 8050 FREEDOM AVE NW NORTH CANTON OH 44720 DIRECT MAILING 382779 BLACKBAUD 2 CANAL PARK SUITE 4300 CAMBRIDGE MA 02141 DATABASE SUPPORT AND CONSULTING 317270 ARTSMITH MEDIA LLC 101 WEST PLUME STREET NORFOLK VA 23510 WEBSITE DEVELOPMENT, GRAPHIC DESIGN SRVC 186998 3 18910 76110 198100 3040423 1092526 3333543 SYMPOSIUM/CO 2011 900099 683695 643695 40000 EDUC./COMM. CONSULTING 900099 67000 67000 SUBSCRIPTIONS/REPRINTS 900099 44344 44344 795039 171591 171591 278117 278117 1395144 1370028 25116 25116 25116 123324 198100 269663 -146339 -146339 13426 2419 11007 11007 LIST RENTAL INCOME 900099 11306 11306 MISCELLANEOUS 900099 638 638 11944 4480018 755039 0 391436 306833 174895 39888 92050 1540975 1220778 74899 245298 29748 16944 3883 8921 71169 56556 4233 10380 131064 106654 7136 17274 43590 35574 5916 2100 43471 27761 6981 8729 17934 17934 1688 1688 874878 823152 9917 41809 1095070 1095070 397377 303117 61557 32703 203311 148793 35418 19100 352754 200929 100332 51493 62399 45543 8632 8224 198437 171711 26726 2423 2423 109843 62567 32796 14480 37449 21331 11182 4936 DIRECT MAIL EXPENSES 558837 219947 46689 292201 MISCELLANEOUS EXPENSE 218110 125966 66680 25464 SPONSORSHIPS 7500 7500 6304860 4864788 546976 893096 X 576771 227130 48004 301637 294311 561334 2883861 36939 418029 445410 140390 79592 102303 122837 291773 184001 698538 291583 194676 406955 2924640 4555148 7249983 6392216 433422 908601 21831 33261 650000 44251 56789 499504 1648651 X 5739832 3395783 830635 1167770 180012 180012 6750479 4743565 7249983 6392216 X -1824842 -182072 X 0 1 1 X 0 X 5887460 4607741 2870158 3220954 3328083 19914396 5887460 4607741 2870158 3220954 3328083 19914396 3464353 16450043 827914 430104 469733 503775 461014 2692540 6045 15467 1475 638 23625 22630561 3854557 0.72690 0.70290 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 59473 59473 6241694 6301167 465058 116265 0 0 491802 467353 385295 465058 1809508 2714262 201766 75469 141977 59473 478685 122951 116838 96324 116265 452378 678567 73166 12442 15461 59473 160542 180012 8474 8474 180012 180012 5753 5753 180012 180012 271 271 180012 180012 3388 3388 180012 1.00000 0 0 129448 107575 21873 569090 184008 385082 406955 DEFERRED RENT 56789 56789 4480018 6304860 -1824842 -182072 -182072 -2006914 4577403 -182072 29212 272082 119222 4458181 1688 20149 21837 4480018 6584317 29212 272082 301294 6283023 1688 20149 21837 6304860 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE SHOU MEI HU-CECELIA WU KOJIMA FUND TOTALED $80,012 AND THE RESTRICTED INCOME IS FOR MEDICAL AND SCIENTIFIC RESEARCH RELATED TO THE PREVENTION, CURE, AND/OR TREATMENT OF OSTEOPOROSIS. THE DR. BURTON SPILLER FUND FOR BONE HEALTH RESEARCH TOTALED $100,000. THE RESTRICTED INCOME IS FOR MEDICAL RESEARCH REGARDING BONE HEALTH AND BONE RESEARCH GRANTS. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE FOUNDATION PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED DECEMBER 31, 2011, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 2,419. SPECIAL EVENT EXPENSES 269,663. PART XII, LINE 4B - OTHER ADJUSTMENTS: TRANSACTION FEES 20,149. PART XIII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 2,419. SPECIAL EVENT EXPENSES 269,663. PART XIII, LINE 4B - OTHER ADJUSTMENTS: TRANSACTION FEES 20,149. X X 1 HAINES AND COMPANY INC 8050 FREEDOM AVE NW NORTH CANTON OH 44720 DIRECT MAIL PROGRAM 0 746663 17934 728728 746663 17934 728728 AK AZ AR CA DC FL GA HI IL KS KY ME MD MA MI MS MO NH NJ NM MN NC ND OH OK OR PA RI SC TN UT VA WI GALA 205615 172075 33540 36744 31932 67504 MOTHERS TO DAUGHTERS LUNCHEON 115809 26025 89784 20886 31745 29680 51172 321424 198100 123324 20886 68489 61612 118676 269663 -146339 X X X 1 1 0 0 0 0 0 1 0 AMY PORTER 272214 0 23500 0 4200 0 4819 0 2100 0 306833 0 0 0 ROBERTA BIEGEL THRU 122011 124917 0 0 0 32758 0 4200 0 5511 0 167386 0 0 0 PART I, LINES 4A-B AMY PORTER, EXECUTIVE DIRECTOR AND CHIEF EXECUTIVE OFFICER, RECEIVED A CONTRIBUTION OF $9,176 TOWARDS A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN. JOAN NICOLAYSEN, DIRECTOR OF FINANCE AND ADMINISTRATION UNTIL AUGUST 17, 2011, RECEIVED A SEVERANCE PAYMENT OF $32,500. PART I, LINE 7 DURING THE YEAR ENDED DECEMBER 31, 2011, AMY PORTER, EXECUTIVE DIRECTOR AND CHIEF EXECUTIVE OFFICER, RECEIVED A BONUS OF $23,500 WHICH WAS AWARDED BASED ON HER PERFORMANCE AND AT THE DISCRETION OF THE BOARD. X 5 7314 FMV X PRINT ADS 2 5460 FMV X ADVERTISING 3 1054975 FMV X TRAVEL, MEALS, AND ENTERTAINMENT 4 441 COST X EVENT RAFFLE ITEMS 43 24336 FMV 0 1 1 THIRD PARTY USE: PART I, LINE 32B: MERRILL LYNCH LIQUIDATES NON-CASH STOCK CONTRIBUTIONS UPON THE REQUEST OF NOF'S DIRECTOR OF FINANCE AND ADMINISTRATION IN COMPLIANCE WITH NOF'S INVESTMENT POLICY. FORM 990, PART VI, SECTION B, LINE 11 THE DIRECTOR OF FINANCE AND THE SENIOR ACCOUNTANT, AS WELL AS THE EXECUTIVE DIRECTOR/CEO, REVIEW THE FEDERAL FORM 990 AS PREPARED BY RAFFA, P.C. TO DETERMINE IF THE INFORMATION PRESENTED IN THE FEDERAL FORM 990 IS IN AGREEMENT WITH INFORMATION ORIGINALLY PROVIDED TO RAFFA, P.C. THE FOUNDATION AND RAFFA, P.C. DISCUSS ISSUES, IF ANY. BEFORE THE FEDERAL FORM 990 IS FILED WITH THE INTERNAL REVENUE SERVICE, BOARD MEMBERS ARE NOTIFIED THAT THE COMPLETED FEDERAL FORM 990 IS AVAILABLE FOR THEIR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD ANNUALLY REVIEWS THE CONFLICT OF INTEREST POLICY AND DISCLOSES ANY POTENTIAL CONFLICT OF INTEREST. ALL SENIOR STAFF, OFFICERS AND HIGHLY COMPENSATED EMPLOYEES, SIGN A CONFLICT OF INTEREST DISCLOSURE STATEMENT ANNUALLY. THE SIGNED DOCUMENTS ARE REVIEWED BY THE EXECUTIVE DIRECTOR/CEO AND KEPT BY THE DIRECTOR OF OPERATIONS. THE COI POLICY IS ALWAYS TAKEN INTO CONSIDERATION WHEN THERE IS THE POTENTIAL FOR CONFLICT, PARTICULARLY WHEN SIGNING NEW CONTRACTS OR BEGINNING NEW RELATIONSHIPS. ANY POSSIBLE APPEARANCE OF CONFLICT OF INTEREST THAT ARISES IN THE COURSE OF BUSINESS IS RESEARCHED TO DETERMINE THE EXISTENCE OF A CONFLICT. IF A CONTRACT IS TO BE MADE WITH A RELATED PARTY, IT IS DISCLOSED TO THE BOARD AND A VOTE IS TAKEN. IF THE FOUNDATION'S STAFF MEMBERS IDENTIFY A CONFLICT OF INTEREST, THE FOUNDATION'S EXECUTIVE DIRECTOR/CEO AND ITS DIRECTOR OF OPERATIONS SHARE THIS INFORMATION WITH THE EXECUTIVE COMMITTEE OF THE BOARD FOR ITS ACTION. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION SURVEYS FOR EMPLOYEES IN SIMILAR POSITIONS WITH SIMILAR RESPONSIBILITIES IN THE NOT-FOR-PROFIT INDUSTRY ARE USED AS BENCHMARKS FOR DETERMINING COMPENSATION OF OFFICERS AND KEY EMPLOYEES. THE COMPENSATION FOR THE EXECUTIVE DIRECTOR/CEO IS DECIDED BY THE BOARD PRIVATELY. EACH YEAR, PRIOR TO THE MEETING WHEN THE COMPENSATION DECISION IS MADE, THE CHAIRMAN OF THE BOARD REVIEWS COMPARABLE SALARIES IN THE NOT-FOR-PROFIT INDUSTRY AND SENDS OUT A PERFORMANCE REVIEW TO EACH BOARD MEMBER TO USE IN EVALUATING THE EXECUTIVE DIRECTOR/CEO'S PERFORMANCE. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT MADE PUBLIC AS THE FOUNDATION BELIEVES THESE ARE PROPRIETARY IN NATURE. THE FOUNDATION'S FINANCIAL STATEMENTS AND FEDERAL FORM 990 ARE MADE AVAILABLE TO THE PUBLIC ON THE FOUNDATION'S WEB SITE. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -182,072.