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.”

“During each fiscal year, each board member must read and agree to abide by our conflict of interest policy by signing the "Conflict of Interest Certification and Disclosure Form". Each board member must also fill out the "Annual Independence Questionnaire" on a yearly basis.”

“The board's compensation committee used a compensation survey compiled by staff and forms 990 from other organizations in determining the Executive Director's compensation, which was approved by the full board and documented in board minutes.”

“All staff salaries aside from the ED were determined using independent, geographically specific comparability data from 4 sources. All staff salaries were reviewed and approved by the board, and all deliberations and decisions regarding budgeted salaries are included in board minutes.”

“Audited financial statements are posted on our website along with our tax returns. They are also available upon written or verbal request.”

“In 2020, the hotline introduced the Spanish language hotline extension, which is staffed by bilingual peer support specialists. The hotline also introduced Domestic & Intimate Partner Violence services, as well as expanded internship options for students across the US and Canada. In the last quarter of 2020, the hotline kicked off its first-ever BIPOC Peer Support Leadership Fellowship, which in 2021 welcomed 5 fellows for a 6-month intensive program aimed at empowering peer supporters in trans communities of color.In 2020, we also initiated the ""communications & advocacy"" pilot program which reimagined how Trans Lifeline might communicate with and advocate for the greater trans community through increasing accessibility of our services, collaboration with movement-partners, and utilization of our unique position to enact meaningful social change at a community, state, and national scale, in addition to our existing individual-level services.”

“The Organization adjusted opening net assets by an increase of 45,588 to reflect contribution revenue that should have been recognized in 2019.”