2026-03-06T13:56:36-06:00 2025-08-31 410746749 CLIFTONLARSONALLEN LLP 150 S WARNER ROAD SUITE 310 KING OF PRUSSIA PA 19406 990 2024-09-01 232154856 SOROPTIMIST INTERNATIONAL OF THE AMERICAS INC SORO 2158939000 1709 SPRUCE STREET PHILADELPHIA PA 19103 KIMBERLY A GROSSMAN CPA CFO 2158939000 2026-03-05 1 0 MALLORY GOOD P01704765 2156433900 2026-03-05 2024 2025-03-06 01:10:19Z MICHELLE J BURNETT 1709 SPRUCE STREET PHILADELPHIA PA 19103 5503555 0 1 X WWW.SOROPTIMIST.ORG X 1980 PA GLOBAL VOLUNTEER ORGANIZATION ECONOMICALLY EMPOWERING WOMEN & GIRLS WHO FACE OBSTACLES TO SUCCESS. 15 15 32 25349 0 0 1965629 1810490 3301255 2387958 418535 499354 50406 31684 5735825 4729486 490000 509400 0 0 3039037 3255028 0 0 983227 3548799 2259759 7077836 6024187 -1342011 -1294701 17566409 16567318 2659250 2411421 14907159 14155897 X SOROPTIMIST IS A GLOBAL VOLUNTEER ORGANIZATION THAT PROVIDES WOMEN AND GIRLS WITH ACCESS TO THE EDUCATION AND TRAINING THEY NEED TO ACHIEVE ECONOMIC EMPOWERMENT. (CONTINUED ON SCHEDULE O)OUR VISION IS FOR WOMEN AND GIRLS TO HAVE THE RESOURCES AND OPPORTUNITIES TO REACH THEIR FULL POTENTIAL AND LIVE THEIR DREAMS. SOROPTIMIST WAS FORMED IN 1921 IN OAKLAND, CALIFORNIA, AT A TIME WHEN WOMEN WERE NOT PERMITTED TO JOIN SERVICE ORGANIZATIONS. OUR NAME, LOOSELY TRANSLATED FROM THE LATIN, MEANS BEST FOR WOMEN. TODAY, WE HAVE OVER 24,000 MEMBERS AND SUPPORTERS IN COUNTRIES ACROSS NORTH AMERICA, LATIN AMERICA AND THE PACIFIC RIM. WE ARE ONE OF FIVE FEDERATIONS THAT MAKE UP SOROPTIMIST INTERNATIONAL, WHICH HAS CLUBS IN MORE THAN 120 COUNTRIES THROUGHOUT THE WORLD. 0 0 3492192 55500 2419642 MEMBER SUPPORT - PROVIDE THE DEVELOPMENT, TRAINING, PROGRAMS, TOOLS, MATERIALS AND SUPPORT IN SIX LANGUAGES ENABLING MORE THAN 24,000 MEMBERS IN COUNTRIES ACROSS NORTH AMERICA, LATIN AMERICA AND THE PACIFIC RIM TO PROVIDE WOMEN AND GIRLS WITH ACCESS TO THE EDUCATION AND TRAINING THEY NEED TO ACHIEVE ECONOMIC EMPOWERMENT. 605419 453900 0 THE SOROPTIMIST LIVE YOUR DREAM: EDUCATION AND TRAINING AWARDS FOR WOMEN IS ONE OF SOROPTIMIST'S CORNERSTONE PROGRAMS. THROUGH THE PROGRAM, CLUBS IN COUNTRIES ACROSS NORTH AMERICA, LATIN, AMERICA AND THE PACIFIC RIM ASSIST WOMEN WHO PROVIDE THE PRIMARY SOURCE OF FINANCIAL SUPPORT FOR THEIR FAMILIES BY GIVING THEM THE RESOURCES THEY NEED TO IMPROVE THEIR EDUCATION, SKILLS AND EMPLOYMENT PROSPECTS SO THEY MAY REACH AN IMPROVED STANDARD OF LIVING FOR THEMSELVES AND THEIR DEPENDENTS. RECIPIENTS WHO HAVE OVERCOME ENORMOUS OBSTACLES INCLUDING POVERTY, DOMESTIC VIOLENCE, AND TEEN PREGNANCY MAY USE THE AWARDS TO OFFSET ANY COSTS ASSOCIATED WITH THEIR EFFORTS TO ATTAIN HIGHER EDUCATION, SUCH AS BOOKS, CHILDCARE AND TRANSPORTATION. CONTINUED ON SCHEDULE O. SINCE 1972, SOROPTIMIST HAS DISBURSED MORE THAN $49 MILLION TO MORE THAN 47,000 WOMEN THROUGH THE LIVE YOUR DREAM: EDUCATION AND TRAINING AWARDS FOR WOMEN AWARDS. IN FY24/25, 2,353 WOMEN RECEIVED A LIVE YOUR DREAM AWARD AND A TOTAL OF $3,433,614 WAS DISTRIBUTED AT ALL LEVELS OF THE AWARD. SIA FUNDED OVER $450,000 IN LIVE YOUR DREAM AWARDS BETWEEN SIAHQ AWARDS, NEW CLUB FUNDING, FEDERATION AWARDS, AND REGION FUNDING. 52211 0 0 DREAM IT BE IT: CAREER SUPPORT FOR GIRLS; LAUNCHED IN 2015, SERVES AS SOROPRIMIST'S OTHER CORNERSTONE PROGRAM. THE GOAL OF THE PROGRAM IS TO PROVIDE EDUCATION AND ROLE MODELS TO EMPOWER GIRLS TO PURSUE THEIR CAREER GOALS AND REACH THEIR FULL POTENTIAL. CLUBS WORK IN PARTNERSHIP WITH GIRLS FACING OBSTACLES SUCH AS POVERTY OR TEEN PREGNANCY, PROVIDING SUPPORT IN SMALL-GROUP SETTINGS. PARTICIPANTS RECEIVE INFORMATION AND RESOURCES RELATED TO CAREER EXPLORATION, GOAL SETTING AND ACHIEVEMENT, OVERCOMING BARRIERS TO SUCCESS, AND BUILDING RESILIENCE TO MOVE FORWARD AFTER SETBACKS OR CHALLENGES. SINCE ITS INCEPTION, THE PROGRAM HAS REACHED MORE THAN 162,000 GIRLS ACROSS 15 COUNTRIES AND TERRITORIES. IN FY24/25, 23,870 GIRLS PARTICIPATED IN DREAM IT, BE IT. 4149822 1 1 0 0 0 0 0 0 1 1 1 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 30 0 1 32 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 1 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 0 0 PA AL AK AR CA CO CT DC FL GA HI KS KY ME MD MA MI MN ND OH OK OR RI SC TN UT VA WA WV WI NV IL NJ NH NM NY NC MO MS X X KIMBERLY A GROSSMAN CPA 2158939000 1709 SPRUCE ST PHILADELPHIA PA 19103 GLORIA GINGER COLE PRESIDENT 20.00 X X 0 0 0 SUE RINEY PRESIDENT-ELECT 10.00 X X 0 0 0 MICHELLE STRAWSER SECRETARY/TREASURER 5.00 X X 0 0 0 GABRIELLE CALIZO-QUIMPO DIRECTOR 5.00 X 0 0 0 GAIL DEKREON DIRECTOR 5.00 X 0 0 0 PEGGY GENTILE-VANMETER DIRECTOR 5.00 X 0 0 0 SUSAN GILBEY DIRECTOR 5.00 X 0 0 0 REJANE HEYSE RIBAS DIRECTOR 5.00 X 0 0 0 MELANIE KENNY DIRECTOR 5.00 X 0 0 0 MARIA ODETTE NASSIF DO VOL DIRECTOR 5.00 X 0 0 0 TAMIKO SASAKI DIRECTOR 5.00 X 0 0 0 HYOCHUL SHIN DIRECTOR 5.00 X 0 0 0 MEI-HONG TSAI DIRECTOR 5.00 X 0 0 0 MAYUMI TSUJI DIRECTOR 5.00 X 0 0 0 MADOKA USHIO DIRECTOR 5.00 X 0 0 0 MICHELLE J BURNETT EXECUTIVE DIRECTOR & CEO 40.00 X 294286 0 19865 KIMBERLY A GROSSMAN CHIEF FINANCIAL OFFICER 40.00 X 159256 0 12647 IESHA D BROWN CHIEF IMPACT & ENGAGEMENT OFFICER 40.00 X 151963 0 14029 LISA MANGIAFICO ASSOC. SR DIR RECORDS & RISK OFFICER 40.00 X 119101 0 16043 KYMBERLIE ADAMS CHIEF MKTG & DEVELOPMENT OFFICER 40.00 X 133195 0 14314 ERICA CHESLOCK DIRECTOR, DONOR RELATIONS 40.00 X 101680 0 9619 959481 0 86517 6 0 1 0 AGILE CLOUD CONSULTING 276 5TH AVE STE 704-3080 NEW YORK NY 10001 SOFTWARE CONSULTING 508585 LIONBRIDGE TECHNOLOGIES 890 WINTER STREET SUITE 225 WALTHAM MA 02451 INTERPRETATION SERVICES 415973 TSE LIVE LLC 673 OVERLOOK RIM DRIVE HENDERSON NV 89012 AUDIO & VISUAL 383218 SALESFORCE INC 415 MISSION STREET 3RD FLOOR SAN FRANCISCO CA 09105 SOFTWARE 240275 THRIVE 25 FORBES BOULEVARD SUITE 3 FOXBORO MA 02035 INFORMATION TECHNOLOGY SERVICES 216064 7 1810490 1810490 MEMBERSHIP DUES 900099 2360131 2360131 CONVENTION AND MEETING 900099 27827 27827 2387958 515670 515670 675000 691316 -16316 -16316 -16316 114437 82753 31684 31684 4729486 2419642 0 499354 211000 211000 92000 92000 206400 206400 546984 257727 289257 2153014 1413582 251620 487812 121972 81199 10819 29954 229437 150784 29549 49104 203621 130478 32989 40154 2662 1657 432 573 40900 25453 6647 8800 30000 30000 130521 76549 28692 25280 20833 15081 5752 22639 14025 4512 4102 603976 386760 111689 105527 99835 62014 19447 18374 101498 94781 1828 4889 13886 11988 462 1436 345718 188405 46735 110578 169910 156181 7059 6670 TRANSLATION & INTERPRET 324928 290156 5434 29338 SOROPTIMIST INT. DUES 184826 184826 DUES AND OTHER FEES 167627 98776 13967 54884 6024187 4149822 891138 983227 2823814 1885866 1778262 1509494 142477 38013 34843 4841 32694 88107 523712 590581 4292770 2165012 2139340 2127758 10040235 10287876 51032 34782 17566409 16567318 936753 495688 1670073 1875960 1392 4991 51032 34782 2659250 2411421 X 5014356 4074925 9892803 10080972 14907159 14155897 17566409 16567318 -1294701 543439 0 X 0 1 X 1 0 X 2507995 3835756 2758417 1965629 1810490 12878287 2507995 3835756 2758417 1965629 1810490 12878287 364776 12513511 229473 502034 369565 481892 515670 2098634 1802 1480 38539 26112 67933 15044854 13147792 0.83170 0.84890 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2020 AMOUNT: $ 1,802. 2021 AMOUNT: $ 1,480. 2022 AMOUNT: $ 38,539. 2023 AMOUNT: $ 26,112. 2024 AMOUNT: $ 0. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 11656902 1453714 1123380 11987236 10908671 1764261 1016030 11656902 10330471 905196 326996 10908671 12081907 14288 -1506034 259690 10330471 10446546 1635361 12081907 0.17265 0.82736 0.00000 0 0 28000 28000 2719784 1730984 988800 249094 172264 76830 1295892 261764 1034128 2127758 LEASE LIABILITY 34782 34782 X 5719461 543439 476536 1019975 4699486 30000 30000 4729486 6470723 476536 476536 5994187 30000 30000 6024187 PART IV, LINE 2B: THE ORGANIZATION RECEIVES FUNDS FROM MEMBER CLUBS ON BEHALF OF OTHER ORGANIZATIONS, WHICH IT HOLDS AND PERIODICALLY MAKES REMITTANCES TO THEM. THESE FUNDS ARE NOT OWNED BY THE ORGANIZATION NOR DOES IT EXERCISE DISCRETION OVER RECEIPTS OR DISBURSEMENTS CONSEQUENTLY, THEY ARE INCLUDED AS A LIABILITY ON THE STATEMENT OF FINANCIAL POSITION. RECEIPTS AND DISBURSEMENTS OF AGENCY FUNDS ARE NOT INCLUDED IN THE STATEMENT OF ACTIVITIES. PART V, LINE 4: THE ENDOWMENT FUND EXISTS TO PROVIDE A SUPPLEMENT TO OPERATING INCOME, AND FOR THE PURPOSES OF LONG TERM GROWTH OF ASSETS FOR THE ORGANIZATION. PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC). THE ORGANIZATION FOLLOWS THE ACCOUNTING GUIDANCE FOR UNCERTAINTY IN THE INCOME TAXES USING THE FASB ASC 740, INCOME TAXES. USING THAT GUIDANCE, TAX POSITIONS INITIALLY NEED TO BE REORGANIZED IN THE FINANCIAL STATEMENTS WHEN IT MORE LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION OF THE TAX AUTHORITIES. IT ALSO PROVIDES GUIDANCE ON THE RECOGNITION, MEASUREMENT, AND CLASSIFICATION OF INCOME TAX UNCERTAINTIES, ALONG WITH ANY RELATED INTEREST OR PENALTIES. THE ORGANIZATION'S FEDERAL TAX RETURN IS SUBJECT TO AUDIT BY TAXING AUTHORITIES. AS OF AUGUST 31, 2025, THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE. 1 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, 0 0 GRANTS TO RECIPIENTS SOROPTIMIST CLUB GRANTS AND LIVE YOUR DREAM AWARDS 40000 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 GRANTS TO RECIPIENTS LIVE YOUR DREAM AWARDS 20400 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 0 GRANTS TO RECIPIENTS SOROPTIMIST CLUB GRANTS AND LIVE YOUR DREAM AWARDS 135000 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 GRANTS TO RECIPIENTS SOROPTIMIST CLUB GRANTS AND LIVE YOUR DREAM AWARDS 11000 0 0 0 0 0 0 206400 0 206400 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, LIVE YOUR DREAM AWARDS 19000 WIRE TRANSFERS 0 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, LIVE YOUR DREAM AWARDS AND SOROPTIMIST CLUB GRANTS 21000 WIRE TRANSFERS 0 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES LIVE YOUR DREAM AWARDS 8000 WIRE TRANSFERS 0 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES LIVE YOUR DREAM AWARDS 11000 WIRE TRANSFERS 0 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, LIVE YOUR DREAM AWARDS 22000 WIRE TRANSFERS 0 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, LIVE YOUR DREAM AWARDS AND SOROPTIMIST CLUB GRANTS 10000 WIRE TRANSFERS 0 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, LIVE YOUR DREAM AWARDS 8000 WIRE TRANSFERS 0 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, LIVE YOUR DREAM AWARDS AND SOROPTIMIST CLUB GRANTS 15000 WIRE TRANSFERS 0 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, LIVE YOUR DREAM AWARDS 16000 WIRE TRANSFERS 0 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, LIVE YOUR DREAM AWARDS 14000 WIRE TRANSFERS 0 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, LIVE YOUR DREAM AWARDS AND SOROPTIMIST CLUB GRANTS 11000 WIRE TRANSFERS 0 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, LIVE YOUR DREAM AWARDS AND SOROPTIMIST CLUB GRANTS 42000 WIRE TRANSFERS 0 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, LIVE YOUR DREAM AWARDS 8000 WIRE TRANSFERS 0 0 13 0 0 0 0 0 0 PART I, LINE 2: IN OUR MISSION TO IMPROVE THE LIVES OF WOMEN AND GIRLS THROUGHOUT THE WORLD, IT IS NOT THE POLICY OF SIA TO DETERMINE THE CHARITABLE STATUS OF ORGANIZATIONS RUNNING THE PROGRAMS WHICH ACCOMPLISH OUR MISSION. LIVE YOUR DREAM AWARD APPLICATIONS ARE MAINTAINED IN PERPETUITY AS WELL AS THE SCORES SUBMITTED BY THE SIAHQ/FEDERATION JUDGES. ALSO MAINTAINED IS THE RECORDS OF CONFIRMATION FROM LYDA APPLICATION REFERENCES WHICH ARE USED IN THE SELECTION CRITERIA. SIA ALSO LOOKS TO OBTAIN PROOF OF ENROLLMENT FOR THE FEDERATION LEVEL LYDA AWARDEES. SIA ALSO KEEPS RECORDS TO SUBSTANTIATE THE AMOUNT AND FOR ANYONE WHO SIA DOES NOT SEND THE FUNDS TO DIRECTLY (I.E. REGION LYDA RECIPIENTS), SIA OBTAINS AND MAINTAINS SIGNED WIRE TRANSFER RECEIPTS OR AN EMAIL FROM THE APPLICANT'S EMAIL ADDRESS CONFIRMING THAT THEY RECEIVE FROM THE FUNDING FROM THEIR LOCAL CLUB/REGION FOR THE APPROPRIATE AMOUNT. SOROPTIMIST CLUB GRANT APPLICATIONS ARE MAINTAINED BY SIA AS WELL AS NOTES RELATED TO THE SELECTION CRITERIA FROM PROGRAM CHAIRS AND STAFF WHO CHOOSE THE AWARDEES. SIA ALSO OBTAINS SIGNED WIRE TRANSFER RECEIPTS FROM THE CLUBS WHOSE FUNDS ARE SENT TO THEIR REGION OFFICE TO DISBURSE TO CLUB LEVEL. PART I, LINE 3: FOR LIVE YOUR DREAM AWARDS, FOLLOW UP IS DONE ON THE PLANNED PROGRAM OUTCOMES TO MEASURE IF GOALS OR OBJECTIVES OF THE PROGRAM ARE BEING MET. FOR CHAPTER SUPPORT, CLUBS SIGN A CONTRACT STATING THAT THEY WILL UNDERTAKE THE APPROVED PROJECTS & THAT ANY CHANGES NEED TO BE APPROVED BY SIA. THEY ARE ALSO RESPONSIBLE FOR FILING 12 MONTH REPORTS ON THE PROJECTS. 1 SOROPTIMIST CAMINO REAL REGION PO BOX 861897 LOS ANGELES CA 90086 237076646 501(C)(3) 17000 0 LIVE YOUR DREAM AWARDS SOROPTIMIST CENTRAL EAST COAST REGION 809 TESSIER CT WAKE FOREST NC 27587 832816752 501(C)(3) 8000 0 LIVE YOUR DREAM AWARDS SOROPTIMIST DESERT COAST REGION 1150 N MOUNTAIN AVENUE ROOM 101 UPLAND CA 91786 953280861 501(C)(3) 23000 0 LIVE YOUR DREAM AWARDS SOROPTIMIST FOUNDER REGION 96 TARMAN DRIVE CLOVERDALE CA 95425 942342261 501(C)(3) 14000 0 LIVE YOUR DREAM AWARDS SOROPTIMIST GOLDEN WEST REGION 224 N SYBIL RD PALM SPRINGS CA 92262 953767039 501(C)(3) 14000 0 LIVE YOUR DREAM AWARDS SOROPTIMIST MIDWESTERN REGION 10485 PENNIMAN DRIVE CHARDON OH 44024 366075770 501(C)(3) 11000 0 LIVE YOUR DREAM AWARDS SOROPTIMIST NORTH ATLANTIC REGION 529 FREEDOM DRIVE YARDLEY PA 19067 232334555 501(C)(3) 11000 0 LIVE YOUR DREAM AWARDS SOROPTIMIST NORTHWESTERN REGION 120 HUNTERS RUN HAVERHILL MA 01832 237144276 501(C)(3) 20500 0 LIVE YOUR DREAM AWARDS SOROPTIMIST PEAKS TO PLAINS REGION 217 ELLIOT DR EVANSTON WY 82930 920798555 501(C)(3) 11000 0 LIVE YOUR DREAM AWARDS SOROPTIMIST SIERRA NEVADA REGION 423 F STREET SUITE 102 DAVIS CA 95616 942342761 501(C)(3) 14000 0 LIVE YOUR DREAM AWARDS SOROPTIMIST SIERRA PACIFIC REGION 1328 AUDREY DR TRACY CA 95376 942342745 501(C)(3) 20000 0 LIVE YOUR DREAM AWARDS SOROPTIMIST SOUTH CENTRAL REGION 5065 ROBERTS DR THE COLONY TX 75056 274640795 501(C)(3) 11000 0 LIVE YOUR DREAM AWARDS SOROPTIMIST SOUTHERN REGION PO BOX 7131 PORT SAINT LUCIE FL 34986 593283724 501(C)(3) 8000 0 LIVE YOUR DREAM AWARDS 27 0 LIVE YOUR DREAM AWARDS 71 92000 PART I, LINE 2: IN OUR MISSION TO IMPROVE THE LIVES OF WOMEN AND GIRLS THROUGHOUT THE WORLD, IT IS NOT THE POLICY OF SIA TO DETERMINE THE CHARITABLE STATUS OF ORGANIZATIONS RUNNING THE PROGRAMS WHICH ACCOMPLISH OUR MISSION. LIVE YOUR DREAM AWARD APPLICATIONS ARE MAINTAINED IN PERPETUITY, AS WELL AS THE SCORES SUBMITTED BY THE SIAHQ/FEDERATION JUDGES. ALSO MAINTAINED IS THE RECORDS OF CONFIRMATION FROM LYDA APPLICATION REFERENCES WHICH ARE USED IN THE SELECTION CRITERIA. SIA ALSO LOOKS TO OBTAIN PROOF OF ENROLLMENT FOR THE FEDERATION LEVEL LYDA RECIPIENTS. SIA ALSO KEEPS RECORDS TO SUBSTANTIATE THE AMOUNT AND FOR ANYONE WHO SIA DOES NOT SEND THE FUNDS TO DIRECTLY (I.E. REGION-LEVEL LYDA RECIPIENTS), SIA OBTAINS AND MAINTAINS SIGNED WIRE TRANSFER RECEIPTS OR AN EMAIL FROM THE APPLICANT'S EMAIL ADDRESS CONFIRMING THAT THEY RECEIVE FROM THE FUNDING FROM THEIR LOCAL CLUB/REGION FOR THE APPROPRIATE AMOUNT. X 0 1 X X 0 0 0 0 0 0 0 1 0 MICHELLE J BURNETT EXECUTIVE DIRECTOR & CEO 270226 0 11440 0 12620 0 8153 0 11712 0 314151 0 0 0 KIMBERLY A GROSSMAN CHIEF FINANCIAL OFFICER 156756 0 2500 0 0 0 4935 0 7712 0 171903 0 0 0 IESHA D BROWN CHIEF IMPACT & ENGAGEMENT OFFICER 144963 0 7000 0 0 0 4729 0 9300 0 165992 0 0 0 PART I, LINE 1A THE ANNUAL COMPENSATION PACKAGE FOR THE EXECUTIVE DIRECTOR/CEO REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS INCLUDED A CONTRIBUTION TO A 457B PLAN IN THE AMOUNT OF $9,000 WHICH WAS PAID AS OTHER COMPENSATION IN THE AMOUNT OF $12,620 AS IT WAS GROSSED UP FOR TAXES. PART I, LINE 1B THERE IS NO WRITTEN POLICY FOR GROSS-UP PAYMENTS. THE PAYMENT WAS APPROVED BY THE BOARD OF DIRECTORS AND NOTED IN THE EMPLOYMENT AGREEMENT. PART I, LINE 7 THE EXECUTIVE DIRECTOR/CEO ALSO RECEIVED A DISCRETIONARY NON-FIXED BONUS WHICH WAS APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 4 THE BYLAWS WERE AMENDED IN DECEMBER 2024. THE AMENDMENTS WERE: ADDED INUREMENT AND DISSOLUTION CLAUSES PREVIOUSLY ONLY IN ARTICLES OF INCORPORATION; ADD STANDARD OF CARE AND JUSTIFIABLE RELIANCE AND LIMIT OF LIABILITY FOR SIA OFFICERS AND UPDATED STANDARD OF CARE AND JUSTIFIABLE RELIANCE FOR BOARD DIRECTORS IN ACCORDANCE WITH THE 2023 UPDATE OF PENNSYLVANIA NONPROFIT CORPORATION LAW OF 1988; RESTATED WHEN THE SIA BOARD MAY PROPOSE AMENDMENTS TO THE SIA BYLAWS; REDUCED THE NUMBER OF ELECTORAL AREAS/BOARD SEATS FROM 14 TO 13; UPDATED THE METHOD OF NOMINATIONS AND THE METHOD OF ELECTION TO THE SIA BOARD; RESTRUCTURED AND RENAMED THE FUNDRAISING COUNCIL. FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERS OF SIA INCLUDE 1,078 SOROPTIMIST CLUBS IN THE US (AND ITS TERRITORIES), CANADA, MEXICO, CENTRAL AMERICA, SOUTH AMERICA, TAIWAN, JAPAN, KOREA, PHILIPPINES, AND PALAU. EACH SOROPTIMIST CLUB HAS ONE VOTE WHICH IS EXERCISED VIA MAIL BALLOT. ANY INDIVIDUAL INTERESTED IN SUPPORTING OUR VISION, MISSION AND CORE VALUES IS ELIGIBLE TO JOIN ONE OF THESE CLUBS. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS ELECT THE PRESIDENT-ELECT AND MEMBERS OF THE BOARD OF DIRECTORS. MEMBERS OF THE SIA BOARD OF DIRECTORS ARE ELECTED FROM 14 ELECTORAL AREAS AND SERVE STAGGERED 2 YEAR TERMS, WITH HALF OF THE DIRECTORS ROTATING OFF EACH YEAR. FORM 990, PART VI, SECTION A, LINE 7B THE PRESIDENT-ELECT IS ELECTED ANNUALLY VIA MAIL BALLOT TO ALL SOROPTIMIST CLUBS IN GOOD STANDING AT THE TIME OF ELECTIONS, AND AUTOMATICALLY SUCCEEDS TO THE OFFICE OF PRESIDENT. ON SEPTEMBER 1 OF THE FOLLOWING YEAR, AMENDMENTS TO THE ORGANIZATION'S ARTICLES OF INCORPORATION AND BYLAWS MUST BE APPROVED BY A 2/3 MAJORITY OF THE SOROPTIMIST CLUBS, WITH ADVANCE NOTICE. IN ADDITION, THE CLUBS CONSIDER RESOLUTIONS DIRECTING CERTAIN MISSION RELATED PROJECTS OR ACTIVITIES. SIA BYLAWS ARTICLE XII PROVIDES THE METHODS BY WHICH AMENDMENTS OR RESOLUTIONS ARE CONSIDERED; FINAL APPROVAL IS VIA MAIL BALLOT TO ALL SOROPTIMIST CLUBS IN GOOD STANDING FOR CONSIDERATION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. A COPY OF THE COMPLETED FORM 990 WILL BE PROVIDED TO ALL BOARD MEMBERS FOR REVIEW PRIOR TO FILING. APPROVAL OF THE FORM 990 WILL BE CONDUCTED THROUGH A MAIL BALLOT OR AT A SCHEDULED BOARD OF DIRECTORS MEETING. FORM 990, PART VI, SECTION B, LINE 12C DIRECTORS, OFFICERS AND EMPLOYEES OF SIA ARE EXPECTED TO ACT IN A MANNER TO PUT THE INTEREST OF SIA BEFORE ANY PERSONAL BENEFIT. INFORMATION OR PERSONAL CONTACTS GAINED THROUGH ASSOCIATIONS WITH SIA MAY NOT BE USED FOR PERSONAL PROFIT, GAIN OR ADVANTAGES. IMMEDIATE FAMILY MEMBERS OF SIA EMPLOYEES MAY NOT SIGN CONTRACTS FOR OR HAVE BUSINESS INTERESTS WITH SIA. FROM TIME TO TIME, SIA CIRCULATES QUESTIONNAIRES ABOUT CONFLICTS OF INTEREST TO PERSONS, INCLUDING UPON COMMENCEMENT OF SERVICE ON THE BOARD OR EMPLOYMENT AND AT LEAST ANNUALLY THEREAFTER. ANY CONFLICTS DISCLOSED ARE REPORTED TO THE PRESIDENT OR EXECUTIVE DIRECTOR. THE PERSON SHALL REFRAIN FROM VOTING ON ANY SUCH TRANSACTION, PARTICIPATING IN DELIBERATIONS CONCERNING IT, OR USING PERSONAL INFLUENCE IN ANY WAY IN THE MATTER. THE PERSON OR THE PRESIDENT SHALL DISCLOSE A POTENTIAL CONFLICT OF INTEREST TO THE OTHER MEMBERS OF THE BOARD OR COMMITTEE. FORM 990, PART VI, SECTION B, LINE 15A SIA PAYS ITS EXECUTIVE DIRECTOR/CEO ("CEO") FAIR MARKET VALUE FOR THEIR SERVICES WITHIN THE CONTEXT OF FISCAL RESPONSIBILITY TO THE ORGANIZATION. COMPARABLE COMPENSATION AND BENEFIT PACKAGES ARE RESEARCHED BY THE CHIEF FINANCE OFFICER ("CFO") OR AN OUTSIDE SOURCE AT THE DISCRETION OF THE BOARD ON AN ANNUAL BASIS. THE BOARD WILL REVIEW BENEFITS AND ADJUSTMENTS TO THE RANGE ANNUALLY, USING THIS RESEARCH AS A GUIDE. A WRITTEN PERFORMANCE EVALUATION OF THE CEO IS PREPARED ANNUALLY AFTER SEEKING INPUT FROM THE BOARD AT A BOARD MEETING. A SELF EVALUATION PREPARED BY THE CEO IS CONSIDERED IN THE WRITTEN PERFORMANCE EVALUATION. THE EXECUTIVE COMPENSATION COMMITTEE (THE PRESIDENT, PRESIDENT-ELECT AND THE IMMEDIATE PAST PRESIDENT) RECOMMENDS THE CHANGE IN COMPENSATION AND BRINGS THEIR RECOMMENDATION TO THE BOARD FOR A VOTE. THE EXECUTIVE COMPENSATION COMMITTEE MEETS WITH THE CEO TO DISCUSS THE EVALUATION AND ANY CHANGES IN COMPENSATION. THE COMPENSATION OF THE CFO IS DETERMINED BY THE CEO AND IS BASED ON COMPARABLE SALARY COMPENSATION STUDIES, MARKET RATES AND PERFORMANCE. COMPENSATION REVIEW AS DESCRIBED ABOVE IS COMPLETED ANNUALLY BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990 AND THE AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE SIA WEBSITE.