Civic Intelligence

Heart of the Rockies Foundation

EIN 86-3893685 • 501(c)3 • Missoula, MT

Profile

The Heart of the Rockies Foundation shall provide fundraising services to and hold title to assets that contribute to and support the charitable, public benefit programs of Heart of the Rockies Initiative.

120 Hickory St BMissoula, MT 59801

www.heart-of-rockies.org

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

87th percentile

43%

Higher net margin than 87% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

80th percentile

$138,390

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 10.2% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

86th percentile

34%

Faster asset growth than 86% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

4th percentile

-60%

Faster revenue growth than 4% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$2,293,486

Up $587,118 (+34%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$2,293,486

Up $587,118 (+34%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin87th percentile

Revenue

Down

$1,362,025

Down $2,010,352 (-60%) from 2023

Expenses

Down

$774,907

Down $2,523,742 (-77%) from 2023

Net Income

Up

$587,118

Up $513,390 (+696%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth86th percentile

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

$3.0M$2.0M$1.0M$0Assets 2021: $688,960Liabilities 2021: $0Net Assets 2021: $688,9602021Assets 2022: $1,632,680Liabilities 2022: $0Net Assets 2022: $1,632,6802022Assets 2023: $1,706,368Liabilities 2023: $0Net Assets 2023: $1,706,3682023Assets 2024: $2,293,486Liabilities 2024: $0Net Assets 2024: $2,293,4862024

Highlighted filing

2024

Assets$2,293,486
Liabilities$0
Net Assets$2,293,486
Open 2024 Filing

Operations Trend

Revenue Growth4th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Revenue 2021: $1,500,000Expenses 2021: $811,040Net Income 2021: $688,9602021Revenue 2022: $2,250,000Expenses 2022: $1,306,320Net Income 2022: $943,6802022Revenue 2023: $3,372,377Expenses 2023: $3,298,649Net Income 2023: $73,7282023Revenue 2024: $1,362,025Expenses 2024: $774,907Net Income 2024: $587,1182024

Highlighted filing

2024

Revenue$1,362,025
Expenses$774,907
Net Income$587,118
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$2,293,486
Liabilities
$0
Net assets
$2,293,486
Revenue
$1,362,025
Expenses
$774,907
Net income
$587,118
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.29$0.00$2.29$1.36$0.77$0.59
2023Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$3.37$3.30$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$2.25$1.31$0.94
2021Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$1.50$0.81$0.69
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 14, 2025
Return Version
2024v5.2
Gross Receipts
$1,362,025
Mission and Program Overview

Mission

The Heart of the Rockies Foundation shall provide fundraising services to and hold title to assets that contribute to and support the charitable, public benefit programs of Heart of the Rockies Initiative.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,706,368$2,293,486▲ $587,118
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$1,706,368$2,293,486▲ $587,118
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,706,368$2,293,486▲ $587,118
Total Net Assets Fund Balance$1,706,368$2,293,486▲ $587,118
Total Liabilities and Net Assets / Fund Balance$1,706,368$2,293,486▲ $587,118
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleOtherTotal
Joann GrantManaging Director$138,390$138,390
Kali HannonManaging Director$133,166$133,166
Gavin RicklefsManaging Director$35,862$35,862

Board Members and Trustees

NameTitle
Jim OwensPresident
Elizabeth BellDirector
Gary WolfeDirector
Brian BeanSecretary
Kristin TroyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,300,000
Program Service Revenue
$0
Investment Income
$62,025
Other Revenue
$0
All Other Contributions
$1,300,000
Change in Net Assets
$587,118
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$774,907
Other Expenses$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$504,907--$504,907
Foreign Grants$270,000--$270,000
Total Functional Expenses$774,907$0$0$774,907
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Vital Ground FoundationMissoula, MT-Protect Lands of High Conserv Value$162,209
The Conservation FundArlington, VA-Protect Lands of High Conserv Value$75,000
Nature ConservancyArlington, VA-Protect Lands of High Conserv Value$70,000
Heart of the Rockies InititiaMissoula, MT-Program Operations$62,698
Montana Land RelianceHelena, MT-Protect Lands of High Conserv Value$50,000
Sagebrush Steppe Land TrustPocatello, ID-Protect Lands of High Conserv Value$45,000
Wood River Land TrustHailey, ID-Protect Lands of High Conserv Value$30,000
Flathead Land TrustKalispell, MT-Protect Lands of High Conserv Value$10,000

International Summary

Spending
$270,000

International Compliance

Foreign grant records maintained
Yes
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
CanadaDistributed Grants-00$270,000
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
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The heart of the rockies foundation has one member, the heart of the rockies initiative, a 501(c)(3).”

Form 990, Part VI, Section A, Line 7B

“Certain actions of the heart of the rockies foundation must be approved by the heart of the rockies initiative”

Form 990, Part VI, Section B, Line 11B

“The treasurer will review the form 990 and provide it to the board for review with a recommendation. It will be approved by the board of directors prior to submission.”

Form 990, Part VI, Section B, Line 12C

“Board members annually review the conflict of interest policy and annually provide a statement regarding any actual or preceived conflicts of interest. Board members are required to inform the board of any possible conflicts when they occur.”

Form 990, Part VI, Section C, Line 19

“AVAILABLE UPON REQUEST.”

Filing and Contact Details

Filer

Filer Name
Heart of the Rockies Foundation
EIN
86-3893685
Phone
4066402816
Address
120 HICKORY ST B, MISSOULA, MT 59801

Signing Officer

Name
Jim Owens
Title
President
Signed
2025-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jim Owens
Formed
2021
Legal Domicile
Mt
Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Firm
Boyle Deveny & Meyer PC
Address
305 South 4th East Suite 200, Missoula, MT 59801
Preparer
Matthew K Pritchard CPA
Phone
4067213555
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IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/OtherSupportSumAmt00
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IRS990ScheduleA/SupportedOrganizationsTotalCnt01
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IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt01300000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0HEART OF THE ROCKIES INITIATIVE
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt01300000
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt0270000
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0CANADA
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0DISTRIBUTED GRANTS
IRS990ScheduleF/BoycottCountriesInd0false
IRS990ScheduleF/ForeignCorpOwnershipInd0false
IRS990ScheduleF/ForeignPartnershipInd0false
IRS990ScheduleF/GrantRecordsMaintainedInd0true
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt0120000
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt1150000
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt0CHECK
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt1CHECK
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt0PROTECT LANDS
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt1PROTECT LANDS
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/RegionTxt0ALBERTA
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/RegionTxt1ALBERTA
IRS990ScheduleF/InterestInForeignTrustInd0false
IRS990ScheduleF/PassiveForeignInvestmestCoInd0false
IRS990ScheduleF/SubtotalSpentAmt0270000
IRS990ScheduleF/SupplementalInformationDetail/ExplanationTxt0The organization receives proposals from Heart of the Rockies Initiative members which are reviewed and assessed for inclusion in a funding portfolio by the Foundation Board. A COMMITTEE (THAT INCLUDES A COMBINATION OF STAFF AND FUNDER ADVISORS) EVALUATE EACH PROPOSAL AGAINST SPECIFIC CRITERIA TO SELECT RECIPIENTS. EACH RECIPIENT SIGNS A GRANT AGREEMENT AND REPORTS ON THE USE OF FUNDS AND IMPACT TO THE ORGANIZATION AT THE END OF THE GRANT PERIOD.
IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2 - Grantmakers Explanation For Monitoring Use of Funds Outside US
IRS990ScheduleF/Total501c3OrgCnt02
IRS990ScheduleF/TotalSpentAmt0270000
IRS990ScheduleF/TransferToForeignCorpInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt010000
IRS990ScheduleI/RecipientTable/CashGrantAmt162698
IRS990ScheduleI/RecipientTable/CashGrantAmt250000
IRS990ScheduleI/RecipientTable/CashGrantAmt370000
IRS990ScheduleI/RecipientTable/CashGrantAmt445000
IRS990ScheduleI/RecipientTable/CashGrantAmt575000
IRS990ScheduleI/RecipientTable/CashGrantAmt6162209
IRS990ScheduleI/RecipientTable/CashGrantAmt730000
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt40
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt50
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt60
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt70
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0PROTECT LANDS OF HIGH CONSERV VALUE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1Program Operations
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2PROTECT LANDS OF HIGH CONSERV VALUE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3PROTECT LANDS OF HIGH CONSERV VALUE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4PROTECT LANDS OF HIGH CONSERV VALUE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5PROTECT LANDS OF HIGH CONSERV VALUE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6PROTECT LANDS OF HIGH CONSERV VALUE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt7PROTECT LANDS OF HIGH CONSERV VALUE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0FLATHEAD LAND TRUST
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1HEART OF THE ROCKIES INITITIA
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2MONTANA LAND RELIANCE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3NATURE CONSERVANCY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4SAGEBRUSH STEPPE LAND TRUST
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5THE CONSERVATION FUND
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6THE VITAL GROUND FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt7WOOD RIVER LAND TRUST
IRS990ScheduleI/RecipientTable/RecipientEIN0363479966
IRS990ScheduleI/RecipientTable/RecipientEIN1463635624
IRS990ScheduleI/RecipientTable/RecipientEIN2271125289
IRS990ScheduleI/RecipientTable/RecipientEIN3530242652
IRS990ScheduleI/RecipientTable/RecipientEIN4826092501
IRS990ScheduleI/RecipientTable/RecipientEIN5521388917
IRS990ScheduleI/RecipientTable/RecipientEIN6870483446
IRS990ScheduleI/RecipientTable/RecipientEIN7820474191
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO BOX 1913
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1120 HICKORY ST STE B
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2PO BOX 355
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt34245 FAIRFAX DR
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt4109 N ARTHUR AVE STE 300
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt51655 N FORT MYER DRIVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt620 FORT MISSOULA RD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt7119 E BULLIAN ST
IRS990ScheduleI/RecipientTable/USAddress/CityNm0KALISPELL
IRS990ScheduleI/RecipientTable/USAddress/CityNm1MISSOULA
IRS990ScheduleI/RecipientTable/USAddress/CityNm2HELENA
IRS990ScheduleI/RecipientTable/USAddress/CityNm3ARLINGTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm4POCATELLO
IRS990ScheduleI/RecipientTable/USAddress/CityNm5ARLINGTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm6MISSOULA
IRS990ScheduleI/RecipientTable/USAddress/CityNm7HAILEY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MT
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1MT
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2MT
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3VA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4ID
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5VA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd6MT
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd7ID
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd059903
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IRS990ScheduleI/RecipientTable/USAddress/ZIPCd483201
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd522209
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd659804
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd783333
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0The organization receives proposals from Heart of the Rockies Initiative members which are reviewed and assessed for inclusion in a funding portfolio by the Foundation Board. A COMMITTEE (THAT INCLUDES A COMBINATION OF STAFF AND FUNDER ADVISORS) EVALUATE EACH PROPOSAL AGAINST SPECIFIC CRITERIA TO SELECT RECIPIENTS. EACH RECIPIENT SIGNS A GRANT AGREEMENT AND REPORTS ON THE USE OF FUNDS AND IMPACT TO THE ORGANIZATION AT THE END OF THE GRANT PERIOD.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Grantmaker's Description of How Grants are Used
IRS990ScheduleI/Total501c3OrgCnt08
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE HEART OF THE ROCKIES FOUNDATION HAS ONE MEMBER, THE HEART OF THE ROCKIES INITIATIVE, A 501(C)(3).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CERTAIN ACTIONS OF THE HEART OF THE ROCKIES FOUNDATION MUST BE APPROVED BY THE HEART OF THE ROCKIES INITIATIVE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TREASURER WILL REVIEW THE FORM 990 AND PROVIDE IT TO THE BOARD FOR REVIEW WITH A RECOMMENDATION. IT WILL BE APPROVED BY THE BOARD OF DIRECTORS PRIOR TO SUBMISSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BOARD MEMBERS ANNUALLY REVIEW THE CONFLICT OF INTEREST POLICY AND ANNUALLY PROVIDE A STATEMENT REGARDING ANY ACTUAL OR PRECEIVED CONFLICTS OF INTEREST. BOARD MEMBERS ARE REQUIRED TO INFORM THE BOARD OF ANY POSSIBLE CONFLICTS WHEN THEY OCCUR.

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