Institute of Evidence-Based Policymaking

“The organization worked closely with its cpa in thoroughly and accurately preparing the 990 form, with review and approval by the full board. The 990 is reviewed by the ceo and operations manager prior to sending to the board for approval.”

“In connection with any actual or possible conflict of interest, an interested person must disclose the existence of the financial interest and be given the opportunity to disclose all material facts to the directors and members of committees with governing board delegated powers considering the proposed transaction or arrangement. . After disclosure of the financial interest and all material facts, and after any discussion with the interested person, he/she shall leave the governing board or committee meeting while the determination of a conflict of interest is discussed and voted upon. The remaining board or committee members shall decide if a conflict of interest exists. . Each director, principal officer and member of a committee with governing board delegated powers shall annually sign a statement which affirms such person: a) has received a copy of the conflicts of interest policy b) has read and understands the policy c) has agreed to comply with the policy, and d) understands the organization 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 the organization operates in a manner consistent with 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: . A) whether compensation arrangements and benefits are reasonable, based on competent survey information, and the result of arms length bargaining. B) whether partnerships, joint ventures, and arrangements with management organizations conform to the organizations 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.”

“To ensure the organization operates in a manner consistent with 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: . A) whether compensation arrangements and benefits are reasonable, based on competent survey information, and the result of arms length bargaining. B) whether partnerships, joint ventures, and arrangements with management organizations conform to the organizations 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.”

“All documents are available upon request.”

“Contract 77,000 7,000 0 professional services 2,326 0 0 total 79,326 7,000 0”