2023-09-21T11:11:59-05:00 2022-12-31 873231666 PKF O'CONNOR DAVIES ADVISORY LLC 3001 SUMMER STREET 5TH FLOOR EAST STAMFORD CT 06905 990 2022-01-01 822117628 ACCESSCIRCLES INC ACCE 2036611173 19 EAST ELM STREET GREENWICH CT 068306518 CAROLEE LEE PRESIDENT, SECRETARY, AND TREASURER 2036611173 2023-09-21 1 CAROLEE LEE XXX-XX-XXXX 1 EVA MRUK P00543254 2033232400 2023-09-20 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z CAROLEE LEE 19 EAST ELM STREET GREENWICH CT 068306518 213961 0 X HTTPS://ACCESSCIRCLES.COM/ X 2017 CT A GLOBAL NETWORK FOR WOMEN PROVIDING CONNECTIVITY, KNOWLEDGE, AND ACCESS TO THOUGHT LEADERS, RESOURCES, AND EXPERIENCES THAT TRANSFORM LIVES. 3 2 0 2 0 0 203136 148502 87899 65459 776 0 1000 0 292811 213961 644966 0 0 0 101420 34181 0 0 0 121376 111434 867762 145615 -574951 68346 162270 142246 192308 103938 -30038 38308 A GLOBAL NETWORK FOR WOMEN PROVIDING CONNECTIVITY, KNOWLEDGE, AND ACCESS TO THOUGHT LEADERS, RESOURCES, AND EXPERIENCES THAT TRANSFORM LIVES. 0 0 101073 0 65459 OUR BOSTON EVENT INCLUDED PRESENTATIONS BY PREEMINENT PHYSICIANS, ACADEMICS AND MASTERS IN THEIR FIELDS WHO SHARE THEIR COMPELLING INSIGHTS AND WISDOM WITH US. FORUMS PROVIDE EDUCATIONAL OPPORTUNITIES TO LEARN FROM THESE LEADERS AS WELL AS FROM EACH OTHER THROUGH CONVERSATIONS ABOUT THE RELEVANT ISSUES AND TRANSITIONS IN OUR LIVES, CAREERS AND FAMILIES.OTHER PROGRAMS WERE HELD ONLINE WITH SPEAKERS COVERING WOMEN'S HEALTH AND FINANCIAL ISSUES. 101073 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 3 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 X 3 2 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 X CAROLEE LEE 2036611173 19 EAST ELM STREET GREENWICH CT 068306518 X CAROLEE LEE PRESIDENT, SECRETARY, AND TREASURER 30.00 1.00 X X 0 0 0 ROBIN BROWN DIRECTOR 20.00 0.00 X 0 0 0 MARIANNE FOSS-SKIFTESVIK DIRECTOR 20.00 20.00 X 28890 51752 0 28890 51752 0 0 0 0 0 0 138500 10002 148502 FORUM/RETREAT REVENUE 900099 65459 65459 65459 213961 65459 0 0 28890 28890 5216 4173 1043 75 60 15 5380 5380 4415 4415 11742 4391 7351 2303 440 1863 179 179 87415 87415 145615 101073 44542 0 99305 95781 54165 37665 8800 8800 162270 142246 105308 103938 87000 0 192308 103938 X -30038 38308 -30038 38308 162270 142246 68346 0 X 0 0 0 X 787668 667867 593504 203136 148502 2400677 787668 667867 593504 203136 148502 2400677 429730 1970947 0 4587 5113 776 0 10476 1000 1000 2412153 580744 0.81710 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISC REVENUE - 2021 AMOUNT: $ 1,000. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED FORM 990, PART VI, SECTION A, LINE 8B THERE WERE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION HAS ITS FORM 990 PREPARED BY AN OUTSIDE ACCOUNTING FIRM. IT IS THEN DISTRIBUTED TO ALL MEMBERS OF THE BOARD, PROVIDING THEM WITH AN OPPORTUNITY TO RAISE QUESTIONS AND MAKE COMMENTS. ONCE ALL COMMENTS HAVE BEEN ADDRESSED TO THEIR SATISFACTION THE BOARD APPROVES THE RETURN FOR FILING. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, EACH DIRECTOR AND PRINCIPAL OFFICER WITH GOVERNING BOARD DELEGATED POWERS MUST SIGN A STATEMENT AFFIRMING THAT THE INDIVIDUAL: 1. RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY; 2. READ AND UNDERSTANDS THE POLICY; 3. AGREES TO COMPLY WITH THE POLICY; AND 4. UNDERSTANDS THAT ACCESSCIRCLES, INC. 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. INDIVIDUALS COVERED BY THE CONFLICT OF INTEREST POLICY HAVE A DUTY TO DISCLOSE THE EXISTENCE OF A CONFLICT OF INTEREST AND ALL MATERIAL FACTS TO GOVERNING BOARD WHICH IS CONSIDERING THE TRANSACTION OR ARRANGEMENT. AFTER A DISCLOSURE HAS BEEN MADE, THE INDIVIDUAL IN QUESTION WILL THEN LEAVE THE MEETING, AND THE GOVERNING BOARD WILL THEN DISCUSS THE DISCLOSURE, INCLUDING WHETHER OR NOT THE PROPOSED TRANSACTION OR ARRANGEMENT IS IN THE BEST INTEREST OF THE ORGANIZATION. THE REMAINING DISINTERESTED MEMBERS WILL VOTE ON THE MATTER AND WHETHER OR NOT THE ORGANIZATION SHOULD ENTER INTO THE PROPOSED TRANSACTION OR ARRANGEMENT. THIS IS DOCUMENTED WITHIN THE MINUTES TO THE MEETING. IF AN INDIVIDUAL COVERED BY THE POLICY FAILS TO DISCLOSE A POTENTIAL CONFLICT OF INTEREST, THE GOVERNING BOARD WILL INFORMATION THE INTERESTED PERSON OF SUCH BELIEF. THE INDIVIDUAL IS ALLOWED THE OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF, AFTER HEARING THE INTERESTED PERSON'S RESPONSE, AND INVESTIGATING FURTHER IF WARRANTED, THE GOVERNING BOARD DETERMINES THERE WAS A FAILURE TO DISCLOSE, THE GOVERNING BOARD WILL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION'S PRESIDENT, SECRETARY, AND TREASURER IS A VOLUNTEER AND NOT COMPENSATED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FORM 1023 AND ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. THE RETURN IS ALSO POSTED ON GUIDESTAR.ORG AND OTHER SIMILAR TYPES OF WEBSITES. IN ADDITION, THE CONFLICT OF INTEREST POLICY, ARTICLES OF INCORPORATION AND BY-LAWS ARE ALSO AVAILABLE UPON REQUEST. FORM 990, PART VII, SECTION A, LINE 1: MARIANNE FOSS-SKIFTESVIK IS PAID IN THE CAPACITY OF AN INDEPENDENT CONTRACTOR AND NOT IN THE ROLE OF A BOARD MEMBER. WHAMNOW INC 19 EAST ELM STREET GREENWICH CT 06830 861256055 WOMEN'S HEALTH RESEARCH CT 501(C)(3) LINE 7 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0