Estes Park Institute

“The form 990 is prepared by richey, may & co., llp. The initial review is performed by the vice president/accountant and the final review is performed by the finance committee chair. Once the final review by finance committee chair is complete, the vice president signs and mails the form 990.”

“The organization monitors the speakers to make sure they abide by the conflict of interest policy they sign beforehand.”

“The organization's governing documents, conflict of interest policy and financial statements are available to the public upon request.”

“John horty - 4614 fifth avenue, pittsburgh, pa 15213. John tiscornia - 7683 se 27th street #313, mercer island, wa 98040. Leanne kaiser-carlson - kaiser institute, po box 339, brighton, co 80601. Della lin - 893 kaohe place, honolulu, hi 96825. Gary kaplan - virginia mason team medicine, po box 900, seattle, wa 98011. Stuart altman - 11 bakers hill road, weston, ma 02493. Steven tringale - 529 main street ste 604, charlestown, ma 02129.”

“Postage: program service expenses 47,177. Management and general expenses 0. Fundraising expenses 0. Total expenses 47,177. Meals: program service expenses 198,005. Management and general expenses 0. Fundraising expenses 0. Total expenses 198,005. Website development & maintenance: program service expenses 0. Management and general expenses 2,400. Fundraising expenses 0. Total expenses 2,400. Repairs & maintenance: program service expenses 0. Management and general expenses 151. Fundraising expenses 0. Total expenses 151. Payroll fees: program service expenses 0. Management and general expenses 1,455. Fundraising expenses 0. Total expenses 1,455. Utilities: program service expenses 0. Management and general expenses 21,671. Fundraising expenses 0. Total expenses 21,671. Leases and building maintenance: program service expenses 0. Management and general expenses 11,308. Fundraising expenses 0. Total expenses 11,308. General office expenses: program service expenses 0. Management and general expenses 74,192. Fundraising expenses 0. Total expenses 74,192. Conference expenses: program service expenses 514,122. Management and general expenses 0. Fundraising expenses 0. Total expenses 514,122. Consulting fees-klocke: program service expenses 0. Management and general expenses 94,300. Fundraising expenses 0. Total expenses 94,300. Date base maintenance: program service expenses 0. Management and general expenses 4,865. Fundraising expenses 0. Total expenses 4,865.”

“This is the seventh year the financials statements have been issued on a consolidated basis. The consolidated partner is a tax-exempt entity with income and is filing a seperate tax return.”