Theosophical Book Association for the Blind

“Form 990 Review Process: The organization's Form 990 is disseminated to all voting Directors via the online filing program TAX990 with an additional copy emailed to board members as a backup. The form is reviewed by the Director responsible for each specific program as well as by the CFO and CEO. For the 2023 Form 990 reviews took place from March through May culminating in the electronic filing of the return. In order to comply with the California Department of Justice DOJ requirements for annual returns the decision was made to file the full Form 990 despite the option of a shorter form. The CFO and CEO carefully examine bank statements including all downloaded transactions to ensure the accurate recording of donations and receipts. All communications and decisions from these reviews are documented in the organization's annual board meeting minutes. Furthermore an Excel spreadsheet detailing all transactions along with supporting documentation for donations and receipts is included alongside the board minutes and the organization's filings with the IRS California State and California DOJ. The organization operates entirely through volunteer efforts with no paid employees or contractors. Our goal is to continue serving the community effectively and transparently.”

“All transactions whether collections of donations or expenses generated to support programs are scrutinized by the Directors to see if there is any conflict of interest and if there is the Board of Directors votes not to proceed.”

“| Name of the person:, Address of the person:| Phyllis Gundrum Secretary unpaid, 6337 Cardinal Street, Ventura, CA, 93003| George Pasaltis VP unpaid, 15420 Olde Highway, El Cajon, , , 92021|”

“| Explanation:| Financial Statements are approved by the Board.”

“| Explanation:| All governing documents and financial statements are made available upon written request.”

“| Explanation:| No business relationship exists in any amount between any of the board members who are all unpaid volunteers.”

“| Explanation:| TBAB has continued its ongoing efforts to find and establish UEB guide updates for older books. Since 2019 all books have been generated using UEB transcribing rules and otherwise promote the reading of Braille by the visually impaired in conjunction with the SB Braille Institute in Santa Barbara teaching Grade One and Grade Two and loaning books. We are also building a website www.tbabinc.org.and we organize maintain operate and conduct a library of braille books removing worn-out copies and setting aside Braille books requiring UEB update guides.”