Policylink

“Joshua kirschenbaum, coo, is married to sarah treuhaft, managing director.”

“Policylink's bylaws consist of the following changes: minimum requirement of the number of current directors, election and term of office (including resignation and removal) of directors, compensation of the board of directors, election and appointment of the chief executive officer, authority of the chief executive officer and president, and new procedures regarding annual reporting.”

“Form 990 is prepared by an independent cpa firm in conjunction with the organization's controller and cfo. A draft of form 990 is then reviewed by the controller and cfo and any corrections/modifications are then made by the outside cpa. The revised draft is then reviewed by the cfo and chief operating officer. Any concerns that the cfo has are raised with the cpa firm, and when necessary, the chief operating officer. When a consensus is achieved, a full copy of the form 990 is distributed to all members of the governing board before finalization and electronically filed with the taxing authorities.”

“Board members renew their conflict of interest statement anually. In the statement they pledge to alert the organization of any conflicts as they arise, not just on an annual basis. Conflicts of interest are approved by the board of directors in which determinations are made by the board in good faith, with knowledge of the material facts concerning the transaction and the director's interest in the transaction, and by vote of a majority of the directors in office not counting the vote of the interested director.”

“The salary for the ceo was approved by the board of directors, after a review of compensation data for the same position in similar organizations, compiled from nonprofit industry surveys, as well as information from specific organizations of similar impact. The salaries for the coo and cfo were set by the ceo. All deliberations and decisons regarding compensation are done by independent person review and approval, and are contemporaneously documented in the board meeting minutes.”

“Policylink makes its financial statements, organizing documents and conflicts of interest/ethics policy available to the public upon request.”

“Other project consultant fees: program service expenses 2,642,470. Management and general expenses 0. Fundraising expenses 0. Total expenses 2,642,470. Managment consultant fees: program service expenses 0. Management and general expenses 87,502. Fundraising expenses 0. Total expenses 87,502. Fundraising consulting and research: program service expenses 0. Management and general expenses 0. Fundraising expenses 44,174. Total expenses 44,174. Temporary agencies: program service expenses 18,258. Management and general expenses 15,843. Fundraising expenses 602. Total expenses 34,703.”

“The process has not changed from prior year.”