Civic Intelligence

Taras Chance

990 • Fiscal year 2023 • EIN 46-0941505

Nov 01, 2022 to Oct 31, 2023 • Filed on Feb 18, 2025

219 E Claire AveFullerton, CA 92835

(714) 230-6247

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

61st percentile

0.05x

Higher debt load relative to assets than 61% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

56th percentile

0.03x

Higher debt load relative to revenue than 56% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

78th percentile

25%

Higher net margin than 78% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

78th percentile

$73,380

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 9.4% of source-year revenue.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

92nd percentile

77%

Faster asset growth than 92% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

88th percentile

84%

Faster revenue growth than 88% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Assets

Up

$483,001

Up $210,694 (+77%) from 2022

Net Assets

Up

$457,289

Up $197,760 (+76%) from 2022

Liabilities

Up

$25,712

Up $12,934 (+101%) from 2022

Revenue

Up

$781,519

Up $355,897 (+84%) from 2022

Expenses

Up

$583,759

Up $157,043 (+37%) from 2022

Net Income

Up

$197,760

Up $198,854 (+18177%) from 2022

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.0M$500K$0Assets 2013: $18,747Liabilities 2013: $02013Assets 2014: $31,534Liabilities 2014: $02014Assets 2015: $45,149Liabilities 2015: $02015Assets 2016: $81,865Liabilities 2016: $2,574Net Assets 2016: $79,2912016Assets 2017: $118,197Liabilities 2017: $4,7962017Assets 2018: $113,865Liabilities 2018: $905Net Assets 2018: $112,9602018Assets 2019: $162,239Liabilities 2019: $5,208Net Assets 2019: $157,0312019Assets 2020: $179,206Liabilities 2020: $9,860Net Assets 2020: $169,3462020Assets 2021: $273,094Liabilities 2021: $12,471Net Assets 2021: $260,6232021Assets 2022: $272,307Liabilities 2022: $12,778Net Assets 2022: $259,5292022Assets 2023: $483,001Liabilities 2023: $25,712Net Assets 2023: $457,2892023Assets 2023: $483,001Liabilities 2023: $25,712Net Assets 2023: $457,2892023Assets 2024: $860,280Liabilities 2024: $20,574Net Assets 2024: $839,7062024

Highlighted filing

2023

Assets$483,001
Liabilities$25,712
Net Assets$457,289

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2013: $29,182Expenses 2013: $10,435Net Income 2013: $18,7472013Revenue 2014: $39,232Expenses 2014: $24,840Net Income 2014: $14,3922014Revenue 2015: $92,129Expenses 2015: $76,166Net Income 2015: $15,9632015Revenue 2016: $135,920Expenses 2016: $99,495Net Income 2016: $36,4252016Revenue 2017: $153,533Expenses 2017: $119,423Net Income 2017: $34,1102017Revenue 2018: $145,620Expenses 2018: $146,061Net Income 2018: -$4412018Revenue 2019: $223,877Expenses 2019: $179,806Net Income 2019: $44,0712019Revenue 2020: $208,831Expenses 2020: $196,516Net Income 2020: $12,3152020Revenue 2021: $362,149Expenses 2021: $270,872Net Income 2021: $91,2772021Revenue 2022: $425,622Expenses 2022: $426,716Net Income 2022: -$1,0942022Revenue 2023: $781,519Expenses 2023: $583,759Net Income 2023: $197,7602023Revenue 2023: $781,519Expenses 2023: $583,759Net Income 2023: $197,7602023Revenue 2024: $1,156,067Expenses 2024: $764,231Net Income 2024: $391,8362024

Highlighted filing

2023

Revenue$781,519
Expenses$583,759
Net Income$197,760
Jump To
Filing Snapshot
Filing Period
Nov 1, 2022 to Oct 31, 2023
Signed
Feb 18, 2025
Return Version
2022v5.0
Gross Receipts
$888,332
Mission and Program Overview

Mission

Tara's chance is dedicated to promoting the physical, cognitive, and social well-being of at risk youth and/or those with special needs through a special partnership with horses.

Tara's chance is dedicated to promoting the physical, cognitive, and social well-being of those with special needs through equine assisted activities and therapies.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$180,399$310,976▲ $130,577
Investments in Publicly Traded Securities-$89,422-
Land, Buildings, and Equipment, Net$49,148$53,320▲ $4,172
Savings and Temporary Cash Investments$29,000$0▼ $29,000
Accounts Receivable$13,760$13,588▼ $172
Prepaid Expenses and Deferred Charges-$1,000-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$272,307$468,306▲ $195,999
Other Assets Total-$0-
Liabilities
Other Liabilities$7,102$30,142▲ $23,040
Accounts Payable and Accrued Expenses$5,676$9,128▲ $3,452
Total Liabilities$12,778$39,270▲ $26,492
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$259,529$364,036▲ $104,507
Net Assets With Donor Restrictions-$65,000-
Total Net Assets Fund Balance$259,529$429,036▲ $169,507
Total Liabilities and Net Assets / Fund Balance$272,307$468,306▲ $195,999

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$36,523$16,377$52,900
Leasehold Improvements$16,797$5,640$22,437
Equipment-$5,000$5,000

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$29,000-▼ $2,373-$26,627
2022-$29,000--$29,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Matthew HowellsExecutive DirectorFT$73,380$73,380

Board Members and Trustees

NameTitle
Louise HernandezPresident
Miriam EveretteVice President
Carol GeisbauerBoard Member
Larry HouserBoard Member
Nancy CapelBoard Member
Susan SmithBoard Member
Judy MetzgerSecretary
Leslie SorrellsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$324,023
Program Service Revenue
$146,060
Investment Income
$-11,601
Other Revenue
$347,116
All Other Contributions
$324,023
Change in Net Assets
$169,507
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$403,872
Other Expenses$232,219
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$298,413--$298,413
Current Officers, Directors, Trustees, and Key Employees$73,380--$73,380
Occupancy$55,988--$55,988
All Other Expenses$42,412$9,315-$51,727
Payroll Taxes$32,079--$32,079
Other Expenses$18,709--$18,709
Depreciation Depletion$12,728--$12,728
Advertising$11,961--$11,961
Insurance$4,054$991-$5,045
Office Expenses-$3,210-$3,210
Fees for Services Accounting-$825-$825
Fees for Service Investment Mgmnt Fees-$671-$671
Fees for Services Legal-$500-$500
Total Functional Expenses$620,579$15,512$0$636,091
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$429,850
Fundraising Direct Expenses$82,734
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Gala$264,215$264,215$43,971$220,244
Golf Tournament$96,243$96,243$28,834$67,409
Total Events$429,850$429,850$82,734$347,116
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Expenses$11,883
Credit Card Payable$9,938
Payroll Taxes Payable$8,063
Retirement Liabilities$258
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

No review was or will be conducted.

Form 990, Part VI, Section B, Line 12C

All board members, officers, and key employees are required to complete and sign an annual conflict of interest disclosure form. Board members, officers, and key employees are instructed to disclose any potential conflicts of interest as they arise throughout the year, not just during the annual disclosure process. The executive director, reviews all disclosure forms and any ad hoc disclosures made throughout the year. They assess potential conflicts and recommend appropriate action to the full board when necessary. All disclosures, discussions, and decisions regarding potential conflicts of interest are documented in meeting minutes and kept on file. The conflict of interest policy itself is reviewed annually by the board development committee to ensure it remains effective and up-to-date with best practices and legal requirements.

Form 990, Part VI, Section B, Line 15A

An independent review was held for the executive director. A committee of four provided independent review based on the job description of the position.

Form 990, Part VI, Section C, Line 19

Documents available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Taras Chance
EIN
46-0941505
Phone
7142306247
Address
219 E Claire Ave, Fullerton, CA 92835

Signing Officer

Name
Matthew Howells
Title
Executive Director
Signed
2025-02-18
Discuss with paid preparer
Yes

Organization Details

Voting Board Members
9
Independent Board Members
9
Employees
13
Volunteers
160

Preparer

Firm
Janowicz & Bjorklund LLP
Address
3010 Saturn St Suite 103, Brea, CA 92821
Preparer
Stephen P Janowicz
Phone
7147061980
Supplemental Narrative

Additional Explanations

Amended Explanation

Additional information was received after return was originally filed.

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

Provide long-term financial stability for the organization's programs and services.

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IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0259529
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0364036
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt055988
IRS990/OccupancyGrp/TotalAmt055988
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03210
IRS990/OfficeExpensesGrp/TotalAmt03210
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0FACILITIES AND EQUIP
IRS990/OtherExpensesGrp/Desc1VETERINARY / FERRIER SERVICES
IRS990/OtherExpensesGrp/Desc2HORSE EXPENSES
IRS990/OtherExpensesGrp/Desc3EQUINE SUPPLIES
IRS990/OtherExpensesGrp/ProgramServicesAmt029572
IRS990/OtherExpensesGrp/ProgramServicesAmt122070
IRS990/OtherExpensesGrp/ProgramServicesAmt219213
IRS990/OtherExpensesGrp/ProgramServicesAmt318709
IRS990/OtherExpensesGrp/TotalAmt029572
IRS990/OtherExpensesGrp/TotalAmt122070
IRS990/OtherExpensesGrp/TotalAmt219213
IRS990/OtherExpensesGrp/TotalAmt318709
IRS990/OtherLiabilitiesGrp/BOYAmt07102
IRS990/OtherLiabilitiesGrp/EOYAmt030142
IRS990/OtherRevenueMiscGrp/Desc0Miscellaneous
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0298413
IRS990/OtherSalariesAndWagesGrp/TotalAmt0298413
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt032079
IRS990/PayrollTaxesGrp/TotalAmt032079
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01000
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICE
IRS990/ProgramServiceRevenueGrp/Desc1SERVICE AGREEMENT
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0130392
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt115668
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0130392
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt115668
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0135699
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt07
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0157316
IRS990/PYOtherRevenueAmt0201113
IRS990/PYProgramServiceRevenueAmt088803
IRS990/PYRevenuesLessExpensesAmt0-1094
IRS990/PYSalariesCompEmpBnftPaidAmt0269400
IRS990/PYTotalExpensesAmt0426716
IRS990/PYTotalRevenueAmt0425622
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0169507
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt029000
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0324023
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0135699
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0157257
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0294747
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0256423
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01168149
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt065
IRS990ScheduleA/OtherIncome170Grp/TotalAmt065
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99990
IRS990ScheduleA/PublicSupportPY170Pct00.99860
IRS990ScheduleA/PublicSupportTotal170Amt01168149
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0324023
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0135699
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0157257
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0294747
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0256423
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01168149
IRS990ScheduleA/TotalSupportAmt01168214
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt029000
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt026627
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-2373
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt029000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt029000
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/EquipmentGrp/DepreciationAmt05000
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt05000
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt016797
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt05640
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt022437
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt036523
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt016377
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt052900
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt011883
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt19938
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt28063
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt3258
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED EXPENSES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1CREDIT CARD PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2PAYROLL TAXES PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3RETIREMENT LIABILITIES
IRS990ScheduleD/RelatedOrgListSchRInd0false
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0PROVIDE LONG-TERM FINANCIAL STABILITY FOR THE ORGANIZATION'S PROGRAMS AND SERVICES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4: Intended uses of the endowment fund.
IRS990ScheduleD/TotalBookValueLandBuildingsAmt053320
IRS990ScheduleD/TotalLiabilityAmt030142
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt082734
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ANNUAL GALA
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0264215
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt096243
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt069392
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0429850
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0264215
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt096243
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt069392
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0429850
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0347116
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt09929
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt082734
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt043971
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt028834
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL BOARD MEMBERS, OFFICERS, AND KEY EMPLOYEES ARE REQUIRED TO COMPLETE AND SIGN AN ANNUAL CONFLICT OF INTEREST DISCLOSURE FORM. BOARD MEMBERS, OFFICERS, AND KEY EMPLOYEES ARE INSTRUCTED TO DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST AS THEY ARISE THROUGHOUT THE YEAR, NOT JUST DURING THE ANNUAL DISCLOSURE PROCESS. THE EXECUTIVE DIRECTOR, REVIEWS ALL DISCLOSURE FORMS AND ANY AD HOC DISCLOSURES MADE THROUGHOUT THE YEAR. THEY ASSESS POTENTIAL CONFLICTS AND RECOMMEND APPROPRIATE ACTION TO THE FULL BOARD WHEN NECESSARY. ALL DISCLOSURES, DISCUSSIONS, AND DECISIONS REGARDING POTENTIAL CONFLICTS OF INTEREST ARE DOCUMENTED IN MEETING MINUTES AND KEPT ON FILE. THE CONFLICT OF INTEREST POLICY ITSELF IS REVIEWED ANNUALLY BY THE BOARD DEVELOPMENT COMMITTEE TO ENSURE IT REMAINS EFFECTIVE AND UP-TO-DATE WITH BEST PRACTICES AND LEGAL REQUIREMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AN INDEPENDENT REVIEW WAS HELD FOR THE EXECUTIVE DIRECTOR. A COMMITTEE OF FOUR PROVIDED INDEPENDENT REVIEW BASED ON THE JOB DESCRIPTION OF THE POSITION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ADDITIONAL INFORMATION WAS RECEIVED AFTER RETURN WAS ORIGINALLY FILED.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Amended Explanation
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false

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