The Naepc Education Foundation

“The organization's administrative and accounting functions are performed by mjm services, a management company contracted by the organization on an hourly basis.”

“A draft copy of the form 990 is presented to the board of directors via email for their review and comments prior to the filing of the return with the irs. After the board of directors review, the return is submitted to the organization for filing.”

“The organization's conflict of interest policy is presented to each director, principal officer, and member of committees with governing board delegated powers annually, at which time the person signs a statement indicating that they received a copy of the conflict of interest policy, has read the policy and has agreed to comply with the policy. Any known conflicts are acknowledged at that time. Conflicts that arise throughout the year are disclosed to the governing board or committee for action.”

“The organization's form 1023 and irs determination letter are available for download from the foundation's website page. Forms 990 are available from the organization upon request.”

“The governing documents, the audit committee charter and the organization's whistleblower policy are all available for public download at the foundation's website page. The conflict of interest policy and financial statements can be requested from the organization.”

“Repayment of debt - national association of estate planners -99,464.”

“The naepc education foundation and the national association of estate planners & councils were related organizations as disclosed on schedule r. During the history of these organizations, board members have served on both boards at the same or at different points of times.”