United Zion Retirement Community

“Board members are affirmed at the general conference of the united zion church.”

“An electronic copy of the form 990 is sent to each voting board member and officer in advance of a scheduled board meeting. The return is reviewed in advance and any questions/comments/concerns are brought to the meeting. A vote to accept the reviewed report is then taken and documented in the minutes. The review process is complete before the transmittal of the return to the internal revenue service.”

“All employees of the united zion retirement community receive a corporate compliance integrity plan. The organization's corporate compliance officer monitors all potential conflicts as head of the corporate compliance committee. Numerous audits and checks are performed to ensure compliance. The corporate compliance officer reports directly and independently to the board of directors. Board members also receive corporate compliance handbooks and monitor compliance as a group. At the board level, potential conflicts are discussed in board meetings and documented in minutes. If a potential conflict is identified, the board member or officer abstains from votes related to the conflict. The conflict of interest policies acknowledge that relatives may be considered interested persons with regard to potential situations in which conflicts of interest may exist.”

“A performance assessment is completed annually on the ceo by the board of directors' executive committee. The committee reviews wage data from the state trade association, leadingage pa, to confirm that any compensation decisions will be within fair market range for the industry and location. Upon completion of the review, the board approves the ceo's compensation. United zion maintains a job description form for each staff position. Compensation increases are incorporated into the annual budget, which is approved by the board of directors.”

“The organization's governing documents, financial statements, and conflict of interest policy are available upon request.”

“The executive committee has decision-making authority when the board is not in session.”

“Change in value of beneficial interest in perpetual trust 5,763.”

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