Wartburg Mt Vernon Inc

“Wartburg mt. Vernon inc. Has its form 990 prepared by an outside accounting firm and has established the following review process to ensure that the information reported is complete and accurate. When the form 990 has been prepared, reviewed by management and is ready to be filed with the internal revenue service, it is electronically sent to the board members of the organization for any comments. Any comments are then grouped, summarized and provided to the outside accountants. Each issue is documented and addressed until the return is finalized and approved for filing.”

“The organization has adopted a conflict of interest policy to ensure a uniform policy exists for covered persons and that effective communication and decision making course regarding potential conflicts of interest. Covered persons, as defined by the policy, refers to directors and officers of the organization, as well as employees, consultants and other persons who may be in a position to exercise substantial influence over the organization's affairs. Annually, covered persons are required to complete a form " questionnaire concerning financial interests and affirmation re: conflict of interest policy". Potential conflicts are evaluated by the board of directors or an appropriate committee of the board. Persons identified with a conflict may be excluded from voting on/making a decision regarding a transaction/arrangement which creates the conflict.”

“The organization's form 990 and form 1023 is available for public inspection as required under section 6104 of the internal revenue code. It is posted on guidestar.org and other similar types of websites. In addition, the financial statements, conflict of interest policy, articles of incorporation and by-laws are also available upon written request or by calling the organization directly.”

“Berkemeier living center, located in mt vernon, new york, is a state-of-the-art memory care facility that features 64 residences, 32 private suites and 32 companion suites, and focuses on providing resources to those affected by alzheimer's disease and dementia. The construction of the center was completed and operations commenced in may 2024.”

“The organization has a committee that assumes responsibility for the oversight of the audit of its financial statements and the selection of an independent accountant. This process did not change from the prior year.”