2023-10-26T11:26:30-05:00 2022-12-31 350865680 PILE CPAS ONE INDIANA SQ SUITE 1200 INDIANAPOLIS IN 46204 990 2022-01-01 351087227 GATEWAY SERVICES INC GATE 3177385500 PO BOX 216 FRANKLIN IN 46131 KAREN LUEHMANN EXECUTIVE DIRECTOR 3177385500 2023-10-26 1 KAREN LUEHMANN 999009999 0 JEREMY C KOPECK CPA P00967303 3172693454 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z KAREN LUEHMANN PO BOX 216 FRANKLIN IN 46131 2700704 0 X WWW.GATEWAYARC.COM X 1963 IN A FUTURE WITHOUT LIMITS: BUILD COMMUNITY - CREATE OPPORTUNITY - EXPECT SUCCESS - CHANGE LIVES. GATEWAY SERVES INDIVIDUALS WITH DISABILITIES, AND OTHERS WITH SIMILAR SERVICE NEEDS. 9 9 94 43 16187 0 2493905 886191 696136 1767327 20723 123 335644 41439 3546408 2695080 0 0 0 0 1627469 1585764 0 0 0 979209 825087 2606678 2410851 939730 284229 2312042 2448921 392999 245649 1919043 2203272 X A FUTURE WITHOUT LIMITS: BUILD COMMUNITY - CREATE OPPORTUNITY - EXPECT SUCCESS - CHANGE LIVES. GATEWAY SERVES INDIVIDUALS WITH DISABILITIES, AND OTHERS WITH SIMILAR SERVICE NEEDS. 0 0 1607174 1338578 DECLARED AN ESSENTIAL SERVICE NATIONWIDE DURING COVID-19, ACCESS JOHNSON COUNTY PUBLIC TRANSPORTATION CONTINUED ALL SERVICE OPERATIONS THROUGHOUT 2022 WITH FEW NEW MODIFICATIONS, WHILE MAINTAINING ADDITIONAL SAFETY PROTOCOLS IMPLEMENTED IN 2020. ACCESS PROVIDED 52,856 LOCAL PASSENGER TRIPS DURING 2022 AND ADDED 400 NEW FIRST-TIME REGISTERED PASSENGERS, IN ADDITION TO 'WALK-ONS' BOARDING AT BUS STOPS. OF THESE TRIPS, 27,672 (52% OF TOTAL) WERE ON THE FIXED ROUTE SERVICE WHICH HAD INCREASED FREQUENCY IN 2012 THROUGH A SYSTEM REDESIGN MADE POSSIBLE BY THE JOBS ACCESS/REVERSE COMMUTE GRANTS FROM INDOT AND INDYGO/INDIANAPOLIS PUBLIC TRANSIT CORPORATION. 19,507 DIFFERENT INDIVIDUAL REGISTERED PASSENGERS HAVE USED ACCESS SINCE ITS ONSET, PLUS AN UNKNOWN UNREGISTERED NUMBER OF BUS STOP WALK-ONS. ACCESSALONG WITH GATEWAY'S CASE MANAGEMENT SERVICESCONTINUED THROUGHOUT 2022 TO COORDINATE WITH UNITED WAY OF JOHNSON COUNTY AND OTHERS IN RESPONSE TO ADDITIONAL COMMUNITY ISSUES, RELATED TO THE PANDEMIC AND OTHER LOCAL UNMET NEEDS. IN ADDITION, ACCESS DISPATCHED VOLUNTEER DRIVERS' TRIPS FOR VETERANS TO THE VA HOSPITAL; TRANSITIONED FROM COORDINATING THE INDOT GRANT FOR RURAL TRANSIT SERVICES FOR A 3-COUNTY SERVICE AREA INCLUDING PURCHASED SERVICES FROM LOCAL PROVIDERS, SUPPORTING THEIR MOVEMENT TO 'STAND-ALONE' INDOT SYSTEMS WHILE JOHNSON COUNTY OPERATED ITS FIRST YEAR AS AN URBANIZED SYSTEM ALONG WITH 3 OTHER RECLASSIFIED CENTRAL INDIANA "CIRCE" COUNTIES NOW FUNDED THROUGH THE INDIANAPOLIS TRANSIT SYSTEM. THIS FOLLOWED 3 YEARS OF INTENSIVE PLANNING (IN THE MIDST OF A PANDEMIC) AMONG THE 4 COUNTIES, THEIR EXISTING TRANSIT GRANT PASS-THROUGH SERVICE PROVIDERS (ALL NON-PROFITS), INDYGO REPLACING INDOT ADMINISTERING THE FEDERAL FUNDS, THE FTA, THE METROPOLITAN PLANNING ORGANIZATION, CENTRAL IN REGIONAL TRANSIT AUTHORITY, AND ALL THEIR VARIOUS CONSULTANTS. EACH COUNTY ALSO WAS REQUIRED TO CONDUCT AN RFP PROCESS IN COORDINATION WITH INDYGO FOR SERVICE PROVIDER SELECTION UNDER FEDERAL PROCUREMENT GUIDELINES, THROUGH WHICH WE WERE COMPETITIVELY SELECTED TO CONTINUE TO PROVIDE THE SERVICES WE DEVELOPED OVER 25 YEARS AGO IN RESPONSE TO UNITED WAY'S 1993 ASSESSMENT OF THE NUMBER ONE UNMET LOCAL NEED. 605842 438365 COMMUNITY CASE MANAGEMENT INCLUDES UNITED WAY OF JOHNSON COUNTY'S ECONOMIC ASSISTANCE PLANNING FOCUSED ON REGAINING FINANCIAL STABILITY FOR FAMILIES IMPACTED BY JOB LOSS DUE TO THE ECONOMY OR OTHER DISRUPTING LIFE EVENTS. OF THE 25 TOTAL FAMILIES SERVED IN 2022, 23 WERE NEW ELIGIBLE FAMILIES ADDED OUT OF 28 NEW REFERRALS. CASE MANAGEMENT FOR 11 OTHER FAMILIES WAS PROVIDED IN 2022 (AGAIN INCLUDING 7 NEW REFERRALS) AS PART OF A NETWORK OF LOCAL AGENCIES THROUGH UNITED WAY'S NEW NO PLACE TO CALL HOME INITIATIVE, BEGUN IN LATE 2016 TO HELP PREVENT HOMELESSNESS IN JOHNSON COUNTY, WITH A SIMILAR GOAL OF ESTABLISHING FAMILY FINANCIAL STABILITY FOR THOSE AT RISK. THESE HIGHER 2022 NUMBERS FOR THESE TWO SERVICES REPRESENT THE DECLINING IMPACT OF COVID AND ITS SPECIALIZED ASSISTANCE AVAILABLE TO QUALIFYING FAMILIES, AS THE PRIMARY NEED AND "RESOURCE OF FIRST RESORT". AT THE INITIAL OUTBREAK OF THE VIRUS, UNITED WAY ENLISTED US TO COORDINATE A RAPID RESPONSE INITIATIVE OF CASE MANAGEMENT AND FINANCIAL ASSISTANCE FOR THOSE IN ECONOMIC HARDSHIP DUE TO COVID, IN 2020, 258 ELIGIBLE FAMILIES HAD BEEN SERVED OUT OF 287 REFERRALS; ANOTHER 252 NEW FAMILIES IN 2021, OUT OF 255 REFERRALS; FOR A TOTAL OF 510 FAMILIES (OUT OF 542 REFERRALS) WHEN THE CASE MANAGEMENT PORTION OF THIS PROGRAM FORMALLY CONCLUDED DEC. 2021. BUT GATEWAY PROVIDED CONTINUED COORDINATION THROUGHOUT THE PROJECT CLOSURE PROCESS DURING EARLY 2022, INCLUDING DISTRIBUTING ALL AVAILABLE REMAINING CLIENT ASSISTANCE FUNDS TO FOR ELIGIBLE FAMILY NEEDS THROUGH THE 1ST QUARTER. DURING 2022, CASE MANAGEMENT AND/OR FINANCIAL ASSISTANCE WAS PROVIDED TO 97 MORE QUALIFYING IMPACTED FAMILIES, BENEFITING A TOTAL OF 607 ELIGIBLE COVID-IMPACTED FAMILIES HOUSEHOLDS 2020-2022. ALL THESE SERVICES GREW FROM THE SUCCESSFUL CONCLUSION OF THREE YEARS OF FLOOD DISASTER LONG-TERM RECOVERY CASE MANAGEMENT FROM 2008-2010, SERVING 915 LOCAL RECOVERING FAMILIES FOR UNITED WAY. - COMMUNITY EMPLOYMENT SERVICES OPENED CASES FOR AND SERVED ANOTHER 9 NEW REFERRALS IN 2022 FOR VOC REHAB PLACEMENT AND TRAINING SERVICES, DESPITE HAVING BEEN FORCED IN 2021 TO CREATE A WAITING LIST FOR THESE SERVICES FOR THE FIRST TIME IN OUR HISTORYTHE LAST SERVICE PROVIDER IN OUR REGION TO DO SO--DUE TO THE HIGH DEMAND FOR EMPLOYMENT SERVICES, A STATE-WIDE LOSS OF EMPLOYMENT PROFESSIONALS THROUGHOUT THE STATE SERVICE DELIVERY SYSTEM (INCLUDING SEVERAL OF OURS), AND THE LINGERING IMPACT OF COVID ON BUSINESSES AND ON STAFF RECRUITMENT. PRIORITIZING OUR PLEDGE OF ONGOING CAREER SUPPORTS FOR CONTINUED SUCCESSFUL EMPLOYMENT OR THOSE ALREADY WORKING (INCLUDING SUSTAINING INDIVIDUAL JOB RETENTION SUCCESS AND LONGEVITY IN COMMUNITY EMPLOYMENT, RANGING UP TO THE HIGHEST INDIVIDUAL RECORD OF 33 YEARS CONTINUOUS SUCCESSFUL EMPLOYMENT DESPITE FLUCTUATING ECONOMIC CONDITIONS OVER THE YEARS), SEASONED STAFF FROM OTHER AREAS OF THE AGENCYACCESS JOHNSON COUNTY, RESPITE, AND CASE MANAGEMENTSTEPPED FORWARD TO HELP THE REMAINING EMPLOYMENT STAFF AND CROSS-TRAIN TO TEMPORARILY SUPPLY ADDITIONAL CASELOAD COVERAGE FOR THOSE ALREADY WORKING, AND 41 INDIVIDUALS RECEIVED THESE EXTENDED CAREER SUPPORT/'FOLLOW-ALONG' SERVICES, AND SUCCESSFULLY HOLDING THEIR COMMUNITY JOBS IN 2022. BY FALL OF 2022 NEW EMPLOYMENT STAFF HAD BEEN HIRED AND WERE PROVIDING SERVICE, AND ALL CLIENTS WHO HAD BEEN PLACED ON HOLD FOR PLACEMENT SERVICES WERE ABLE TO RE-OPEN. BY THE END OF 2022 OUR WAITING LIST FOR VOC REHAB SERVICES HAD ENDED AND NEW REFERRALS WERE BEING RECEIVED. THE CROSS-DEPARTMENTAL STAFF PROVIDING COVERAGE HAVE CONTINUED TO ASSIST THROUGHOUT THIS TRANSITION. WITH ALL THIS, 121 INDIVIDUALS WITH DISABILITIES (2 OF WHOM ARE DEAF OR HARD OF HEARING) WERE ASSISTED WITH THEIR JOB SEARCH, NEW-HIRE TRAINING, AND/OR ONGOING SUCCESSFUL JOB RETENTION AND EMPLOYMENT/CAREER SUPPORT. AND EVEN WITH ADAPTED METHODS AND CONTINUING PANDEMIC IMPACT AND DISRUPTION DURING 2022, THERE WERE 10 NEW JOB PLACEMENTS MADE. 7 INDIVIDUALS WERE SERVED BY OUR CERTIFIED BENEFITS INFORMATION SPECIALISTS TEACHING CLIENTS HOW WORK WILL AFFECT THEIR BENEFITS, ENCOURAGING THEM TO WORK TO THEIR FULLEST POTENTIAL, AND ASSISTING THEM IN COORDINATING THEIR DISABILITY BENEFITS WITH WORKING, TO ALLOW GREATER INDEPENDENCE. GATEWAY IS ALSO A FEDERALLY-APPROVED EMPLOYMENT NETWORK, SERVING 14 INDIVIDUALS IN 2022 UNDER TICKET TO WORK FOCUSING ON ASSISTING THOSE WHO WISH TO WORK THEIR WAY OFF OF DISABILITY-RELATED SOCIAL SECURITY BENEFITS OR WHO DON'T QUALIFY FOR OTHER FEDERAL/STATE EMPLOYMENT SERVICES. 2 OF THESE STARTED FULL-TIME BENEFITTED POSITIONS, AND ANOTHER STARTED PART-TIME WORK, TESTING THEIR ABILITY TO CONSIDER FULL-TIME WORK. - HABILITATION SERVICES PROVIDED IN 2022 TO INDIVIDUALS WITH DISABILITIES INCLUDED SERVICE COORDINATION (180); AND DAY PROGRAM (35) EMPHASIZING MEANINGFUL COMMUNITY PARTICIPATION, ACCESS TO COMMUNITY OPPORTUNITIES AND LOCAL RESOURCES, VOLUNTEERISM, HANDLING OF LIFE EVENTS WITH SUPPORT FROM STAFF, SKILL DEVELOPMENT, INCLUSIVE RECREATION/LEISURE ACTIVITIES AND EVENTS, AND PERSONAL ENRICHMENT. THESE SERVICES HAD BEEN AMONG THE HARDEST HIT BY THE COVID STATE-WIDE RESTRICTIONS ON GROUP EVENTS AND GATHERINGS, FORCING SOME ACTIVITIES WITH COMMUNITY OUTINGS OR LARGE GROUPS TO BE TEMPORARILY SUSPENDED, BUT OTHERS QUICKLY REINVENTED THEMSELVES AND WENT VIRTUAL--MONTHLY CLUB 31, NOW IN ITS 10TH YEAR; CONDUCTED THEME-BASED EVENTS REMOTELY TO MAINTAIN SOCIAL CONNECTIONS WITH ONE ANOTHER; UNTIL REOPENING IN PERSON IN SUMMER OF 2022, RESUMING THEIR NORMAL ACTIVITIES FOR THE FIRST TIME SINCE THE PANDEMIC BEGAN IN EARLY 2020. FRANKLIN COLLEGE BEST BUDDIES (IN ITS 20TH YEAR) HELD VIRTUAL SESSIONS DURING THE SCHOOL YEAR; AND OUR LOCAL KIWANIS 'AKTION CLUB' CHAPTER, HAVING COMPLETED ITS 26TH YEAR IN THE PANDEMIC, IS FORCED TO CONTINUE TO SUSPEND ITS VOLUNTEERISM AND COMMUNITY SERVICE PROJECTS TILL 2023 BUT RESUMED MEETING IN PERSON IN SUMMER OF 2022 . DAY PROGRAM ALSO QUICKLY HAD GONE VIRTUAL WHEN COVID HIT, BUT IN 2 WEEKS HAD DEVELOPED A CURRICULUM ALLOWING THOSE WE SERVE TO PARTICIPATE DAILY FROM THEIR HOMES, ALSO RECEIVING CARDS AND NOTES, ACTIVITY PACKETS, AND PHONE CALLS OF SUPPORT. INNOVATIVE CURRICULUM CONTINUED TO BE DEVELOPED AND AVAILABLE THROUGH 2022, INCLUDING ZOOM GROUPS WITH PARTICIPANTS AT HOME, BUT WHEN CONDITIONS ALLOWED BETWEEN PERIODS OF COVID CASE FLUCTUATIONS, INDIVIDUALS WHOSE FAMILIES WERE COMFORTABLE DOING SO RESUMED GROUP PARTICIPATION, WITH APPROPRIATE PRECAUTIONS FOR THAT TIME PERIOD IN PLACE AND ENFORCED. DAY PROGRAM WAS ABLE TO OPERATE IN PERSON THROUGHOUT 2022, EXCEPT FOR ONE BRIEF SHUTDOWN DURING A BRIEF OUTBREAK OF COVID CASES WITHIN THEIR GROUP, AND HAB SERVICES HAPPILY HAD RESUMED ITS FULL SCHEDULE OF COMMUNITY ACTIVITIES AND OUTINGS IN SPRING OF 2022. - OTHER COMMUNITY DISABILITY SERVICES INCLUDE TRANSITION WHICH IS FOR HIGH SCHOOL STUDENTS WITH DISABILITIES FROM 5 JOHNSON COUNTY SCHOOL SYSTEMS SERVED, DEVELOPING SKILLS FOR EMPLOYMENT, LEADERSHIP, LIFE SKILLS AND ACCESS TO COMMUNITY INVOLVEMENT THROUGH LOCAL PARTNERSHIPS. AFTER SCHOOL/TRANSITION HAD MEMBERS DURING ONGOING COVID PRECAUTIONS BUT THE REDUCED NUMBER OF PARTICIPANTS HAD ENGAGED IN A NEWLY RE-DESIGNED CURRICULUM, AND CONTINUED ADAPTING TO USING PPE, SOCIALLY DISTANCING, AND FINALLY TEMPORARILY SUSPENDING COMMUNITY-BASED PROJECTS AND OUTINGS, AND SUMMER CAMPS DUE TO COVID. FAMILIES CHOSE NOT TO PARTICIPATE IN A VIRTUAL OPTION DURING SHUT-DOWN PERIODS. DURING 2022, THE AFTER SCHOOL AND SUMMER PROGRAMS REMAINED PAUSED DUE TO ONGOING PARTICIPATION AND STAFFING RECRUITMENT ISSUES IN THE AFTERMATH OF THE COVID PANDEMIC. GATEWAY SERVICES HAS LONG BEEN AN ADVOCATE FOR TRANSITION AGE YOUTH TO LEARN WORK, SOCIAL AND LIFE SKILLS THEY WILL NEED AFTER HIGH SCHOOL AND IS RE-EVALUATING HOW BEST TO PROVIDE THESE SERVICES IN THE CURRENT CLIMATE FOR STUDENTS PREPARING FOR LIFE AFTER HIGH SCHOOL. RESPITE SERVICES PROVIDED CAREGIVER SUPPORT FOR CHILDREN AND ADULTS, WITH ALL THE NEEDED PRECAUTIONS, TO 23 FAMILIES IN 2022 THROUGH 3,065 HOURS OF RESPITE CARE, SUPPLIED BY A GATEWAY TRAINED RELIEF CAREGIVER WHO THE FAMILY PERSONALLY CHOOSES FROM INDIVIDUALS THEY ALREADY KNOW AND TRUST. BECAUSE OF THIS, RESPITE CARE SERVICES WERE ONLY MINIMALLY IMPACTED BY COVID. RESPITE IS PROVIDED BOTH IN THE HOME AND IN COMMUNITY LOCATIONS, OFFERING SAFE, GUILT-FREE TIME AND OPPORTUNITY FOR CAREGIVERS, ADDING TO THE QUALITY OF LIFE OF THE WHOLE FAMILY. THE CURRENT MEMBERS OF A COMMUNITY-BASED WORK CREW WORKING ON-SITE AT NSK FOR THE PAST 20+ YEARS ENTERED A NEW CHAPTER AFTER THE COMPANY'S COVID SHUTDOWN, AS 100% OF THE INDIVIDUAL MEMBERS INCLUDING THE CREW LEADER WERE DIRECTLY HIRED BY NSK AS COMPANY EMPLOYEES FOR THEIR RETURN TO WORK IN 2021. 2213016 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 5 0 1 94 1 1 1 0 0 0 0 0 0 0 0 0 X 9 9 1 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IN X KAREN LUEHMANN 3177385500 3500 N MORTON STREET FRANKLIN IN 46131 GARY KUBANCSEK PRESIDENT 3.00 X X 0 0 0 ROSCOE BROWN TREASURER 1.75 X X 0 0 0 STEVE POWELL SECRETARY 1.50 X X 0 0 0 RON WEST VICE PRESIDENT 3.50 X X 0 0 0 PAT ALBERICO DIRECTOR 1.50 X 0 0 0 KENDEE KOLP DIRECTOR 0.75 X 0 0 0 BARB KINDRED DIRECTOR 0.50 X 0 0 0 AL ZEHR DIRECTOR 1.25 X 0 0 0 ALYSSA WEST DIRECTOR 2.00 X 0 0 0 KAREN LUEHMANN EXEC. DIRECTOR 40.00 X 122047 0 0 122047 0 0 1 0 0 0 0 117223 192 2030 434510 332236 3340 886191 FEES FOR SERVICE 480000 1680315 1680315 TRANSPORTATION FARES 480000 67657 67657 CONTRACT SERVICES 480000 19355 19355 1767327 123 123 19247 2030 5624 13623 13623 ADVERTISING ON VANS 900099 16187 16187 MISCELLANEOUS 900099 11629 9616 2013 27816 2695080 1776943 16187 15759 124562 83457 41105 1308902 1265538 43364 41186 35741 5445 111114 102236 8878 72 34 38 36513 21513 15000 52674 39901 12773 47588 28742 18846 9765 9529 236 6447 6447 1089 845 244 168712 157650 11062 27715 1446 26269 TRANSPORTATION 414361 414361 BAD DEBTS 21311 15147 6164 MEMBERSHIPS 11250 6080 5170 PURCHASED SERVICES 10933 10477 456 16657 13872 2785 2410851 2213016 197835 0 328 412 1342824 878391 344174 144037 1275847 32090 10110 1979573 1695412 448589 284161 2312042 2448921 276958 206210 45511 70530 39439 392999 245649 X 1203727 1429837 715316 773435 1919043 2203272 2312042 2448921 284229 0 X 0 1 X 1 0 X 241047 1862335 2468339 2493905 886191 7951817 241047 1862335 2468339 2493905 886191 7951817 7951817 139 210 134 240 123 846 5558 9756 19692 3370 11629 50005 8002668 3872978 0.99360 0.99460 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2018 AMOUNT: $ 5,558. 2019 AMOUNT: $ 9,756. 2020 AMOUNT: $ 19,692. 2021 AMOUNT: $ 3,370. 2022 AMOUNT: $ 11,629. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 50000 50000 477154 477154 0 343840 303064 40776 1106216 912831 193385 2363 2363 0 284161 AGENCY FUNDS DUE TO FISCAL AGENTS 39439 39439 X 2695080 0 2695080 0 2695080 2410851 0 2410851 0 2410851 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON ITS RELATED ACTIVITIES UNDER INTERNAL REVENUE SERVICE CODE SECTION 501(C)(3). ACCORDINGLY, NO PROVISION FOR FEDERAL AND STATE INCOME TAXES HAS BEEN MADE. THE ORGANIZATION FILES THE REQUIRED FEDERAL AND STATE INFORMATION RETURNS. WHENEVER TAX RETURNS ARE FILED, THE FILING ORGANIZATION MUST EVALUATE THE MERITS OF ITS TAX POSITIONS AND DETERMINE IF THEY WILL BE ULTIMATELY SUSTAINED. THOSE TAX POSITIONS FOR THE ORGANIZATION INCLUDE MAINTAINING THEIR TAX-EXEMPT STATUS AND THE TAXABILITY OF ANY UNRELATED BUSINESS INCOME. THE ORGANIZATION BELIEVES THESE POSITIONS ARE SUSTAINABLE. ALTHOUGH THE ORGANIZATION HAS NOT INCURRED ANY INTEREST AND PENALTIES ASSOCIATED WITH THESE POSITIONS, IT IS THEIR POLICY TO EXPENSE THEM IN THE STATEMENT OF ACTIVITIES. LEMON SHAKEUP BOOTH 21277 2030 19247 1080 4544 21277 2030 19247 1080 4544 5624 13623 FORM 990, PART VI, SECTION A, LINE 2 THERE IS A DIRECTOR WHO IS THE GRANDDAUGHTER OF ANOTHER DIRECTOR. FORM 990, PART VI, SECTION A, LINE 6 MEMBERSHIP IS OPEN TO ANY FAMILY MEMBERS AND INDIVIDUALS SERVED BY THE ORGANIZATION, AS WELL AS OTHER INTERESTED PERSONS, ADVOCATES AND MEMBERS OF THE PUBLIC. NOMINAL DUES ($15 INDIVIDUAL, $25 FAMILY). FORM 990, PART VI, SECTION A, LINE 7A THE GENERAL MEMBERSHIP ELECTS BOARD MEMBERS AT THE ANNUAL PUBLIC MEETING. FORM 990, PART VI, SECTION B, LINE 11B MANAGEMENT PARTICIPATED DIRECTLY IN THE COMPLETION OF RESPONSES TO QUESTIONS/ITEMS IN FORM 990, PLUS REVIEWED COMPLETED DOCUMENTS IN DETAIL BEFORE SUBMISSION. COPIES OF THE FINAL FORM 990 WILL BE REVIEWED BY THE AUDIT/FINANCE COMMITTEE AND MADE AVAILABLE TO ALL BOARD MEMBERS FOR THEIR INDIVIDUAL REVIEW BEFORE FILING WITH THE IRS. REVIEW OF THE AUDIT AND 990 ARE ALSO A BOARD AGENDA ITEM. FORM 990, PART VI, SECTION B, LINE 12C ANNUAL BOARD CONFLICT OF INTEREST DISCLOSURE FORM IS PROVIDED TO ALL CONTINUING BOARD MEMBERS IN JANUARY OF EACH YEAR AND TO ALL NEW MEMBERS WHEN ELECTED, PLUS IS INCLUDED AS BOARD AGENDA ITEM FOR FIRST REGULAR BOARD MEETING OF THE YEAR, AND FOR ANY SUBSEQUENT MEETING AGENDAS UNTIL ALL MEMBERS HAVE SIGNED. IF TOPIC-SPECIFIC CONFLICTS APPEAR DURING THE YEAR, MEMBERS DISCLOSE AND EXCUSE THEMSELVES FROM VOTES OR OTHER RELATED ACTION ON THOSE ITEMS. IF QUESTIONABLE WHETHER SUCH A CONFLICT OR APPEARANCE OF CONFLICT EXISTS, MEMBERS HAVE RAISED THE ISSUE OF THE POTENTIAL CONFLICT FOR CONSIDERATION BY THE EXECUTIVE COMMITTEE AND/OR FULL BOARD, AS APPROPRIATE AND A DETERMINATION IS MADE. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS FOR DETERMINING COMPENSATION CHANGES FOR THE CEO/EXECUTIVE DIRECTOR IS CONDUCTED BY THE BOARD EXECUTIVE COMMITTEE, AS EMPOWERED ANNUALLY BY THE FULL BOARD TO ACT ON THEIR BEHALF, AND INCLUDES A REVIEW OF PERFORMANCE AGAINST BOARD-ADOPTED OBJECTIVES; A REVIEW OF RECENT MARKET DATA FOR SIMILARLY QUALIFIED PERSONS WITH COMPARABLE JOB FUNCTIONS IN A SIMILAR ORGANIZATION. SUCH CEO REVIEWS/ADJUSTMENTS CORRESPOND TO THE TIMING OF AGENCY-WIDE PAY REVIEWS/ADJUSTMENTS FOR ALL STAFF. THIS REVIEW AND ANY RESULTING COMPENSATION DECISIONS ARE DOCUMENTED BY THE BOARD EXECUTIVE COMMITTEE FOR THE RECORD AND ARE ROUTINELY AUDITED. FORM 990, PART VI, SECTION C, LINE 19 SUCH DOCUMENTS ARE ROUTINELY MADE AVAILABLE TO LOCAL GOVERNMENT AND OTHER COMMUNITY ENTITIES/GRANT-MAKERS AND FINANCIAL INSTITUTIONS AS REQUIRED AND IN CONJUNCTION WITH FUNDING REQUESTS AS WELL AS TO ANY OTHERS AS REQUESTED.