Educational Foundation of the Southeast

“The management company is quantum leadership inc. They perform by or under the direct supervision of the organization's officers, directors, and trustees. There are no employees and there is no payroll involvement. They are involved in planning, executing budgets, financial operations and supervising the exempt operations.”

“The completed irs form 990 is delivered to the management company and the organization's finance committee for the first review. The finance committeee presents to the board of directors for final approval and the executive director signs the form 8879-te, irs e-file signature authorization for an tax-exempt organization. All board members and finance committee are furnished copies of the form 990 during review, and a copy of the final return is maintained for public inspection, except for schedule b.”

“The organization has a written policy for conflict of interest. The organization's directors, trustees, and officers are covered by the policy as executed by the management company. Using a questionnaire, the disclosure of information is obtained which facilitates in the possible review if a conflict of interest situation is identified, suspected or reported. A direct or indirect benefit financially affecting any director, trustee, or officer as they are executing their fiduciary duties to the organization would be addressed. The organization has no employees.”

“The organization makes the governing documents, conflict of interest policy, and financial statements available to the public upon written or verbal request within a reasonable amount of time. It is available within two weeks at a designated place and time or within 30 days a mailed copy can be sent to the requestor. This form is also available for three years for inspection as well.”

“The foundation's primary and specific purpose is educational: the foundation will offer, provide, and sponsor various healthcare-related instructional and information training programs, conferences, forums, panel discussion groups, symposia, activities and other events at locations within the southeast texas region. The purpose of these events will be to educate, enhance the knowledge of, and further develop the skills and capabiltiies of attending individuals on current matters of interest affecting the healthcare industry to further improve healthcare delivery.”