Civic Intelligence

Tulsa County Medical Society Inc

EIN 73-0488400 • 501(c)6 • Tulsa, OK

Profile

To be the advocate for both physician and patient, to support quality health care, to be a leader in health care reform, and to sustain a continuing dialogue between the membership and the community in which we live and work.

5315 S Lewis AveTulsa, OK 74105

www.tcmsok.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

47th percentile

0.03x

Higher debt load relative to assets than 47% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

51st percentile

0.05x

Higher debt load relative to revenue than 51% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2024

Net Margin

28th percentile

-4.0%

Higher net margin than 28% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

76th percentile

$114,374

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 32.2% of source-year revenue.

501(c)6 • $500k-$1M nonprofits • Source year 2024

Asset Growth

21st percentile

-8.7%

Faster asset growth than 21% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

25th percentile

-4.5%

Faster revenue growth than 25% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Down

$506,650

Down $48,397 (-8.7%) from 2023

Liabilities

Down

$16,202

Down $34,262 (-68%) from 2023

Net Assets

Down

$490,448

Down $14,135 (-2.8%) from 2023

Revenue

Down

$355,585

Down $16,793 (-4.5%) from 2023

Expenses

Up

$369,720

Up $14,179 (+4.0%) from 2023

Net Income

Down

-$14,135

Down $30,972 (-184%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2011: $445,484Liabilities 2011: $5,545Net Assets 2011: $439,9392011Assets 2012: $456,032Liabilities 2012: $22,827Net Assets 2012: $433,2052012Assets 2013: $437,858Liabilities 2013: $14,272Net Assets 2013: $423,5862013Assets 2014: $477,562Liabilities 2014: $28,653Net Assets 2014: $448,9092014Assets 2015: $446,727Liabilities 2015: $4,010Net Assets 2015: $442,7172015Assets 2016: $481,719Liabilities 2016: $14,998Net Assets 2016: $466,7212016Assets 2017: $522,398Liabilities 2017: $19,531Net Assets 2017: $502,8672017Assets 2018: $487,874Liabilities 2018: $5,168Net Assets 2018: $482,7062018Assets 2019: $479,728Liabilities 2019: $5,917Net Assets 2019: $473,8112019Assets 2020: $517,522Liabilities 2020: $11,087Net Assets 2020: $506,4352020Assets 2021: $521,726Liabilities 2021: $30,218Net Assets 2021: $491,5082021Assets 2022: $503,651Liabilities 2022: $15,905Net Assets 2022: $487,7462022Assets 2023: $555,047Liabilities 2023: $50,464Net Assets 2023: $504,5832023Assets 2024: $506,650Liabilities 2024: $16,202Net Assets 2024: $490,4482024

Highlighted filing

2024

Assets$506,650
Liabilities$16,202
Net Assets$490,448

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$200K$0-$200KExpenses 2011: $397,9812011Expenses 2012: $395,5132012Revenue 2013: $375,872Expenses 2013: $385,491Net Income 2013: -$9,6192013Revenue 2014: $389,793Expenses 2014: $364,470Net Income 2014: $25,3232014Revenue 2015: $315,641Expenses 2015: $321,833Net Income 2015: -$6,1922015Revenue 2016: $351,637Expenses 2016: $327,633Net Income 2016: $24,0042016Revenue 2017: $360,844Expenses 2017: $324,698Net Income 2017: $36,1462017Revenue 2018: $307,887Expenses 2018: $328,048Net Income 2018: -$20,1612018Revenue 2019: $339,436Expenses 2019: $348,331Net Income 2019: -$8,8952019Revenue 2020: $336,333Expenses 2020: $303,709Net Income 2020: $32,6242020Revenue 2021: $290,498Expenses 2021: $305,425Net Income 2021: -$14,9272021Revenue 2022: $338,780Expenses 2022: $342,542Net Income 2022: -$3,7622022Revenue 2023: $372,378Expenses 2023: $355,541Net Income 2023: $16,8372023Revenue 2024: $355,585Expenses 2024: $369,720Net Income 2024: -$14,1352024

Highlighted filing

2024

Revenue$355,585
Expenses$369,720
Net Income-$14,135

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.07$0.16$4.90$3.56$3.70$0.14
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.55$0.50$5.05$3.72$3.56$0.17
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.04$0.16$4.88$3.39$3.43$0.04
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.22$0.30$4.92$2.90$3.05$0.15
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.18$0.11$5.06$3.36$3.04$0.33
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.80$0.06$4.74$3.39$3.48$0.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.88$0.05$4.83$3.08$3.28$0.20
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.22$0.20$5.03$3.61$3.25$0.36
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.82$0.15$4.67$3.52$3.28$0.24
2015Detailed filing. Detailed filing data is available for this year.$4.47$0.04$4.43$3.16$3.22$0.06
2014Detailed filing. Detailed filing data is available for this year.$4.78$0.29$4.49$3.90$3.64$0.25
2013Detailed filing. Detailed filing data is available for this year.$4.38$0.14$4.24$3.76$3.85$0.10
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.56$0.23$4.33$3.96
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.45$0.06$4.40$3.98
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2021 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 11, 2022
Return Version
2021v4.0
Gross Receipts
$290,498
Mission and Program Overview

Mission

To be the advocate for both physician and patient, to support quality health care, to be a leader in health care reform, and to sustain a continuing dialogue between the membership and the community in which we live and work.

To promote the science and art of medicine, foster ethical practices among members, and unite the medical profession in promoting public health, tcms produces a monthly newsletter, holds member meetings, and an annual joint meeting with other medical professionals.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$517,522$521,726▲ $4,204
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
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-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$517,522$521,726▲ $4,204
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$11,087$26,451▲ $15,364
Other Liabilities-$3,767-
Total Liabilities$11,087$30,218▲ $19,131
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$506,435$491,508▼ $14,927
Total Net Assets Fund Balance$506,435$491,508▼ $14,927
Total Liabilities and Net Assets / Fund Balance$517,522$521,726▲ $4,204

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$44,756$44,756
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
Mark McelreathExecutive DirectorPT$88,574$88,574

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$284,331
Investment Income
$2,267
Other Revenue
$3,900
Change in Net Assets
$-14,927
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$177,836
Other Expenses$127,589
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$78,752
Occupancy---$76,000
Other Salaries and Wages---$55,781
Other Employee Benefits---$19,443
Pension Plan Contributions---$13,454
Payroll Taxes---$10,406
All Other Expenses---$9,086
Conferences and Meetings---$7,624
Other Expenses---$4,528
Fees for Services Accounting---$4,123
Insurance---$3,644
Information Technology---$3,205
Fees for Services Other---$1,243
Office Expenses---$464
Total Functional Expenses$0$0$0$305,425
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
Yes
Subject to proxy tax
Yes
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
401k Plan Payable$3,767
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder

Active members pay full dues and shall have all the rights and privileges of membership, including the right to hold office and vote.life members must be fully retired from practice and a member of tcms for 25 years, and must have been an active member for the not less than five years immediately preceding the application for life membership.affiliate members - those physicians who are ineligible for regular membership but who are active members of another component society of the osma or ama. They shall have all the privileges of tcms membership except holding office and voting and pay dues as levied by the tcms board.honorary members are members whose contributions to either the medical profession or the tulsa community justify honorary membership. They have all the privileges of tcms membership except holding office and voting and are not subject to dues or assessments.resident members are full-time residents. They shall be entitled to all the privileges of membership except holding office and voting and pay dues and assessments as levied by the board of directors. (residents are not currently required to pay dues).active dues exempt members - active members who temporarily leave their practice to complete a tour of duty with the united states armed forces. They shall be relieved from the payment of dues and assessments during the period of their military services. These members shall have all the rights and privileges of membership, except the right to vote or hold office. Upon his/her return to active practice in tulsa county, the member may be returned to active membership by action of the board of directors.

Form 990, Part VI, Line 7A: How Members or Shareholders Elect Governing Body

All members who are eligible to vote (active members and life members) have the opportunity to vote on candidates who have been nominated to fill positions on the tcms board of directors, tcms board of censors, tcms foundation board, osma delegates and osma alternate delegates.nominees for the positions on the tcms board of directors, tcms board of censors, tcms foundation board, osma delegates and osma alternate delegates are voted upon by written ballot and confirmed at the annual business meeting.

Form 990, Part VI, Line 7B: Describe Decisions of Governing Body Approval by Members or Shareholders

The nominees for positions mentioned above are the only item voted on by membership, and voting class members vote by ballot at the annual meeting.

Form 990, Part VI, Line 8: Explanation of No Contemporaneously Documentation of Meetings

No committees act on behalf of the board of directors.

Form 990, Part VI, Line 11B: Form 990 Review Process

The form 990 is reviewed by the company accountant.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

The board would review any conflicts disclosed and act accordingly.

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

Only the executive director receives compensation. Other officers and board members serve without compensation.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Documents are provided upon request.

Filing and Contact Details

Filer

Filer Name
Tulsa County Medical Society Inc
EIN
73-0488400
Phone
9187436184
Address
5315 S LEWIS AVE, TULSA, OK 74105

Signing Officer

Name
Mark Mcelreath
Title
Executive Director
Signed
2022-11-11
Discuss with paid preparer
Yes

Organization Details

Formed
1907
Legal Domicile
Ok
Voting Board Members
12
Independent Board Members
12
Employees
1
Volunteers
50

Preparer

Firm
Gates Winden & Associates Pc
Address
1924 S UTICA AVE STE 710, TULSA, OK 74104
Preparer
Eric P Winden CPA
Phone
9187450297
Raw XML AppendixShowing 400 of 432 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Desc0MEMBERSHIP MEETINGS - THESE MEETINGS ARE ORGANIZED AND PLANNED FOR MEMBERS THROUGHOUT EACH YEAR. IN JANUARY A MEETING IS HELD TO PROVIDE A LEGISLATIVE FORECAST FOR THE UPCOMING SESSION THAT STARTS IN FEBRUARY. CONTINUING MEDICAL EDUCATION PROGRAMS ARE OFFERED TO PROVIDE UP-TO-DATE EVIDENCE BASED EDUCATIONAL PRESENTATIONS. REGULAR UPDATES ARE PROVIDED FROM THE OKLAHOMA BOARD OF MEDICAL LICENSURE AND ON RISK MANAGEMENT TOPICS. PROGRAMS ARE ALSO PROVIDED ON MEDICAL OFFICE MANAGEMENT TOPICS AS WELL AS FINANCIAL PLANNING ISSUES. MEDICAL RESIDENTS AND STUDENTS WHO ARE MEMBERS OF TCMS ARE ALSO INVITED TO THE MEETINGS. TCMS HAS COUNCILS AND COMMITTEES THAT MEET ON A REGULAR BASIS FOR THE PURPOSE OF REVIEWING APPLICATIONS OF POTENTIAL NEW MEMBERS, RESOLVING GRIEVANCES FILED BY PATIENTS OF TCMS MEMBER PHYSICIANS, AND REVIEWING MEMBERSHIP SERVICES.
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Executive Dir.
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IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6President
IRS990/Form990PartVIISectionAGrp/TitleTxt7PRESIDENT-ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt8Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
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IRS990/MissionDesc0TO BE THE ADVOCATE FOR BOTH PHYSICIAN AND PATIENT, TO SUPPORT QUALITY HEALTH CARE, TO BE A LEADER IN HEALTH CARE REFORM, AND TO SUSTAIN A CONTINUING DIALOGUE BETWEEN THE MEMBERSHIP AND THE COMMUNITY IN WHICH WE LIVE AND WORK.
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IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0MARK MCELREATH
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IRS990/ProgSrvcAccomActy2Grp/Desc0CONTINUING MEDICAL EDUCATION - TCMS IS ACCREDITED BY THE OKLAHOMA STATE MEDICAL ASSOCIATION TO PROVIDE CONTINUING MEDICAL EDUCATION FOR PHYSICIANS. THIS IS A BENEFIT TO OUR MEMBERSHIP AS THEY ATTEND THE PROGRAMS OFFERED AT NO CHARGE. TCMS ALSO OFFERS THIS SERVICE TO THE COMMUNITY BY JOINT-SPONSORING PROGRAMS FOR ORGANIZATIONS THAT ARE NOT ACCREDITED SO THEY CAN IN TURN PROVIDE EDUCATION TO THEIR MEMBERS.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVE MEMBERS PAY FULL DUES AND SHALL HAVE ALL THE RIGHTS AND PRIVILEGES OF MEMBERSHIP, INCLUDING THE RIGHT TO HOLD OFFICE AND VOTE.LIFE MEMBERS MUST BE FULLY RETIRED FROM PRACTICE AND A MEMBER OF TCMS FOR 25 YEARS, AND MUST HAVE BEEN AN ACTIVE MEMBER FOR THE NOT LESS THAN FIVE YEARS IMMEDIATELY PRECEDING THE APPLICATION FOR LIFE MEMBERSHIP.AFFILIATE MEMBERS - THOSE PHYSICIANS WHO ARE INELIGIBLE FOR REGULAR MEMBERSHIP BUT WHO ARE ACTIVE MEMBERS OF ANOTHER COMPONENT SOCIETY OF THE OSMA OR AMA. THEY SHALL HAVE ALL THE PRIVILEGES OF TCMS MEMBERSHIP EXCEPT HOLDING OFFICE AND VOTING AND PAY DUES AS LEVIED BY THE TCMS BOARD.HONORARY MEMBERS ARE MEMBERS WHOSE CONTRIBUTIONS TO EITHER THE MEDICAL PROFESSION OR THE TULSA COMMUNITY JUSTIFY HONORARY MEMBERSHIP. THEY HAVE ALL THE PRIVILEGES OF TCMS MEMBERSHIP EXCEPT HOLDING OFFICE AND VOTING AND ARE NOT SUBJECT TO DUES OR ASSESSMENTS.RESIDENT MEMBERS ARE FULL-TIME RESIDENTS. THEY SHALL BE ENTITLED TO ALL THE PRIVILEGES OF MEMBERSHIP EXCEPT HOLDING OFFICE AND VOTING AND PAY DUES AND ASSESSMENTS AS LEVIED BY THE BOARD OF DIRECTORS. (RESIDENTS ARE NOT CURRENTLY REQUIRED TO PAY DUES).ACTIVE DUES EXEMPT MEMBERS - ACTIVE MEMBERS WHO TEMPORARILY LEAVE THEIR PRACTICE TO COMPLETE A TOUR OF DUTY WITH THE UNITED STATES ARMED FORCES. THEY SHALL BE RELIEVED FROM THE PAYMENT OF DUES AND ASSESSMENTS DURING THE PERIOD OF THEIR MILITARY SERVICES. THESE MEMBERS SHALL HAVE ALL THE RIGHTS AND PRIVILEGES OF MEMBERSHIP, EXCEPT THE RIGHT TO VOTE OR HOLD OFFICE. UPON HIS/HER RETURN TO ACTIVE PRACTICE IN TULSA COUNTY, THE MEMBER MAY BE RETURNED TO ACTIVE MEMBERSHIP BY ACTION OF THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL MEMBERS WHO ARE ELIGIBLE TO VOTE (ACTIVE MEMBERS AND LIFE MEMBERS) HAVE THE OPPORTUNITY TO VOTE ON CANDIDATES WHO HAVE BEEN NOMINATED TO FILL POSITIONS ON THE TCMS BOARD OF DIRECTORS, TCMS BOARD OF CENSORS, TCMS FOUNDATION BOARD, OSMA DELEGATES AND OSMA ALTERNATE DELEGATES.NOMINEES FOR THE POSITIONS ON THE TCMS BOARD OF DIRECTORS, TCMS BOARD OF CENSORS, TCMS FOUNDATION BOARD, OSMA DELEGATES AND OSMA ALTERNATE DELEGATES ARE VOTED UPON BY WRITTEN BALLOT AND CONFIRMED AT THE ANNUAL BUSINESS MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE NOMINEES FOR POSITIONS MENTIONED ABOVE ARE THE ONLY ITEM VOTED ON BY MEMBERSHIP, AND VOTING CLASS MEMBERS VOTE BY BALLOT AT THE ANNUAL MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO COMMITTEES ACT ON BEHALF OF THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE FORM 990 IS REVIEWED BY THE COMPANY ACCOUNTANT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE BOARD WOULD REVIEW ANY CONFLICTS DISCLOSED AND ACT ACCORDINGLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ONLY THE EXECUTIVE DIRECTOR RECEIVES COMPENSATION. OTHER OFFICERS AND BOARD MEMBERS SERVE WITHOUT COMPENSATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7DOCUMENTS ARE PROVIDED UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 7a: How Members or Shareholders Elect Governing Body
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 7b: Describe Decisions of Governing Body Approval by Members or Shareholders
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 8: Explanation of No Contemporaneously Documentation of Meetings
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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