Intercultural Development Research Association Retiree Welfare Benefit Plan

“Documentation of meetings by committees no contemporaneous documentation was kept for meetings by committees because the intercultural development research association retiree welfare benefit plan does not have committees.”

“Form 990 review process description of the 990 board of directors review process - idra's veba annual form 990 undergoes a number of internal and external reviews. The return is prepared by the organization's business office manager. In preparing this return, the business manager relies on the organization's audited financial statements, which are prepared by the independent outside auditors. The return is then reviewed by an independent public accounting firm and the organization's president. The final version of the form 990 is provided to each member of the board of directors for review and discussion before it is filed with the irs.”

“Conflict of interest policy, whistleblower policy, and document retention and destruction policy intercultural development research association retiree welfare benefit plan follows the conflict of interest, whistleblower and document retention and destruction policies of the plan sponsor, intercultural development research association. Its conflict of interest narrative is as follows: methods of monitoring & enforcement of compliance. Idra has an established conflict of interest policy that is applicable to all officers, directors, and employees. The organization implements, monitors, and enforces the policy through annual disclosure, whistleblowers and other periodic reporting processes. Officers, directors and senior managers must report annually any existing family or business relationships with idra, other employees and certain third-parties, including signiifcant vendors, contractors, or others with material business or financial relationships with the organization. Each year, all officers, directors, and employees must acknowledge in writing that they have read and agree to comply with idra's conflict of interest policy. Conflict of interest disclosure forms are completed by board members and all staff and kept as organizational records by the executive assistant and available annually for review by the independent auditor and the full board. Management and the board of directors have established mechanisms to operate, monitor and enforce the policy to ensure that no officer, director or employee with decision-making capacity can participate in deliberations or decisions involving matters in which conflict are found to exist. In all cases these matters are subject to review, appeal and final decision by the full board of directors.”

“Process for determining compensation the filing organization is a veba set up to serve retirees of the sponsoring organization, intercultural development research association. As such, the veba itself has no employees or required compensation policies.”

“Governing documents availability intercultural development research association retiree welfare benefit plan process for making its governing documents, conflict of interest policy and financial statements available to the public. Conflict of interest disclosure forms are kept as organizational records by the executive assistant and available annually for review by the independent auditor and the full board. The organization makes its governing documents, conflict of interest policy, financial data and certain tax filings (determination letter and forms 990) available for inspection by the general public upon request.”