Translifeline

“An independent accounting firm/CPA will complete and file the annual Federal Form 990, California form 199, and California form RRF-1. If the tax forms are projected to be filed later than the tax deadline, an extension must be filed by the CPA. The Bookkeeper, the Director of Operations, and the Administrative Assistant will serve as liaison to the CPA. The Operations team and the Development team will assist the Director of Operations where necessary. If necessary, a tax attorney will be retained for legal counsel regarding the organizations reporting requirements. As of March 2020, the organization has an existing attorney-client relationship with Neo Law Group. Once the draft 990 is completed, the Director of Operations will present it to the Executive Director and the Finance Committee for review and suggestions. Once the draft 990 is finalized, the Director of Operations and the Finance Committee will present it to the Board for approval. Board approval must be granted before filing. Once filed, two copies of the filed 990 will be retained indefinitely: The full form 990 will be retained as an internal document, both physically at the Oakland office, and digitally in Drive, and it will be available to Executive staff, the Development Director, and the Board. In compliance with IRS public disclosure requirements, the public disclosure copy of the IRS 990 will be made available on our website. The public disclosure copy omits the full Schedule B so as to protect donor confidentiality. If an amended tax document(s) is filed, the organization must retain all previously filed tax documents. The public disclosure copies of tax documents should always be the most up to date and correct versions.”

“Each director, principal officer and member of a committee with board-delegated powers shall annually sign a statement which affirms such person: Has received a copy of the conflicts of interest policy, has read and understands the policy; has agreed to comply with the policy; and understands TransLifeline is charitable and in order to maintain its federal tax exemption it must engage primarily in activities which accomplish one or more of its tax-exempt purposes. To ensure TransLifeline operates in a manner consistent with its charitable purposes and does not engage in activities that could jeopardize its tax-exempt status, periodic reviews shall be conducted. The periodic reviews shall, at a minimum, include the following subjects: Whether compensation arrangements and benefits are reasonable, based on competent survey information, and the result of arms length bargaining; and, whether partnerships, joint ventures, and arrangements conform to TransLifelines written policies, are properly recorded, reflect reasonable investment or payments for goods and services, further charitable purposes, and do not result in inurement, impermissible private benefit, or in an excess benefit transaction. When conducting the periodic reviews as provided for in Article VII, TransLifeline may, but need not, use outside advisors. If outside experts are used, their use shall not relieve the governing board of its responsibility for ensuring periodic reviews are conducted.”

“Upon written or verbal request.”

“The Family & Friends callback system launched in May 2019. It was a project that took around a year to plan and allows for cis friends and loved ones of trans people to call our line and receive a callback from a cis volunteer who has experience supporting trans loved ones. The project was planned and is headed up by a full-time hotline staff operator. The line makes around 5 callbacks weekly.The Inside Advocacy program had a soft launch in 2018, where it was able to work on one individual grant, but successfully picked up speed with several new accomplishments in 2019, with the hiring of a staff member to oversee the program. With that, we were able to offer both commissary grants and re-entry grants to a total of 25 people, while beginning to build infrastructure to support more long-term growth.”