Case Action Fund

“Executive Director Brendan Walsh is related to Board Secretary Rachel Sulkes per IRS definition of familial relationship.”

“The Treasurer of the organization distributes a pdf copy of the 990 to all board members for review and comment prior to the return being filed.”

“At each board and committee meeting, if there is a discussion of selecting or engaging a vendor or service provider, all in attendance are asked to recuse themselves from this discussion if there could be a perceived conflict. Annually, the organization reviews and discusses the conflict of interest policy and requests that each board member list and acknowledge any known conflicts.”

“The organization will provide in a timely manner, copies of all governing documents including its conflict of interest policies and financial statements when requested in writing or in person.”

“The Executive Director is paid by an unrelated third party of the filing organization. Per IRS regulations, the compensation attributable to the work performed for the filing organization is reflected on Form 990, Part VII, Section A, and Schedule J, but is not reportable on Form 990, Part IX, Line 5.”

“The organization is in a common paymaster relationship with another organization, Central Arizonans for a Sustainable Economy, due to the concurrent employment of more than 30 of its employees with this other organization this other organization is the employer of record filing all pertinent tax documents on a quarterly and annual basis as needed including making required tax deposits. Per IRS Regulations, the salaries, wages, benefits, and taxes attributable to our organization are reported on Part IX, Lines 7-10. These amounts are excluded from the other organization during their filing.”

“Other Services includes payments to related entity for expenses and consulting. Other expenses include payroll services and other program consulting services.”