2024-11-13T23:06:42-06:00 2024-06-30 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2023-07-01 273063631 ALLIANCE FOR ACADEMIC INTERNAL MEDICINE ALLI 7033414540 330 JOHN CARLYLE STREET 610 ALEXANDRIA VA 22314 POLLY E PARSONS MD PRESIDENT/CHIEF EXECUTIVE OFFICER 7033414540 2024-11-12 1 1 KRISTIN A JACQUELIN CPA P01325865 2023319880 2024-11-13 2023 2024-10-15 13:58:12Z POLLY E PARSONS MDMACP 330 JOHN CARLYLE STREET 610 ALEXANDRIA VA 22314 8351608 0 X WWW.IM.ORG X 2010 DE THE ALLIANCE FOR ACADEMIC INTERNAL MEDICINE (AAIM) PROMOTES THE ADVANCEMENT AND PROFESSIONAL DEVELOPMENT OF ITS MEMBERS WHO PREPARE THE NEXTGENERATION OF INTERNAL MEDICINE PHYSICIANS AND LEADERS THROUGHEDUCATION, RESEARCH, ENGAGEMENT, AND COLLABORATION. 19 19 30 19 116076 63659 0 0 7297913 7954850 211439 302014 683614 48272 8192966 8305136 106250 100000 0 0 3934895 4550023 0 0 0 4031860 4376855 8073005 9026878 119961 -721742 14457238 16305577 2463488 3989391 11993750 12316186 THE ALLIANCE FOR ACADEMIC INTERNAL MEDICINE (AAIM) PROMOTES THEADVANCEMENT AND PROFESSIONAL DEVELOPMENT OF ITS MEMBERS WHO PREPARETHE NEXT GENERATION OF INTERNAL MEDICINE PHYSICIANS AND LEADERSTHROUGH EDUCATION, RESEARCH, ENGAGEMENT, AND COLLABORATION. 0 0 3319086 4147399 AAIM PROVIDES CONFERENCE AND MEETINGS WITH PROGRAMMATIC OFFERINGS AND TOOLS AIMED TO ENHANCE THE ABILITY OF INDIVIDUALS WHO TRAIN THE NEXT GENERATION OF PHYSICIANS. 1929838 122002 THE ALLIANCE DEVELOPS POSITION STATEMENTS, GUIDELINES, WHITE PAPERS,CURRICULAR RESOURCES, AND "BEST PRACTICE" RECOMMENDATIONS FOR FACULTYAND STAFF IN UNDERGRADUATE MEDICAL EDUCATION AND GRADUATE MEDICALEDUCATION. ALLIANCE MEMBER ORGANIZATIONS CONDUCT ANNUAL SURVEYS TOPROVIDE INSIGHT, RECOMMEND POLICY, AND SET BENCHMARKS FOR DEPARTMENTS OF INTERNAL MEDICINE IN INSTITUTIONS ACROSS THE COUNTRY. 153556 100000 0 THE AAIM INNOVATION GRANTS PROGRAM, IN COLLABORATION WITH AMERICAN BOARD OF INTERNAL MEDICINE (ABIM), THE ABIM FOUNDATION, THE AMERICAN COLLEGE OF PHYSICIANS (ACP) AND THE JOSIAH MACY JR. FOUNDATION, JOINED TO FORM THE BUILDING TRUST THROUGH DIVERSITY, HEALTH CARE EQUITY, & INCLUSION IN INTERNAL MEDICINE GRANT PROGRAM. THIS PROGRAM SEEKS TO INCORPORATE DIVERSITY, HEALTH CARE EQUITY, AND INCLUSION IN INTERNAL MEDICINE TRAINING TO INCREASE INTERPROFESSIONAL EFFORTS AND BUILD A MORE TRUSTWORTHY HEALTH SYSTEM. 3617645 3617645 5402480 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 12 0 1 30 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 VA X POLLY E PARSONS MD 7033414540 330 JOHN CARLYLE ST STE 610 ALEXANDRIA VA 22314 SHOBHINA G CHHEDA MD MPH CHAIR 2.00 X X 0 0 0 SUSAN LANE MD FACP VICE CHAIR 2.00 X X 0 0 0 ALLEN MEAD SECRETARY-TREASURER 2.00 X X 0 0 0 REENI A ABRAHAM MD DIRECTOR 2.00 X 0 0 0 ALPESH N AMIN MD MBA MACP SFHM DIRECTOR 2.00 X 0 0 0 CATHERINE E APALOO DIRECTOR 2.00 X 0 0 0 STEVE R BARCZI MD DIRECTOR 2.00 X 0 0 0 JEFFREY BECKER DIRECTOR 2.00 X 0 0 0 DOMINIQUE COSCO MD DIRECTOR 2.00 X 0 0 0 CAROL A COTTRELL DIRECTOR 2.00 X 0 0 0 ANNE B CURTIS MD MACP FACC FHRS DIRECTOR 2.00 X 0 0 0 GRETCHEN DIEMER MD DIRECTOR 2.00 X 0 0 0 CINDY LAI MD DIRECTOR 2.00 X 0 0 0 C SETH LANDEFELD MD MACP DIRECTOR 2.00 X 0 0 0 VERA L LUTHER MD FACP FIDSA DIRECTOR 2.00 X 0 0 0 NANCY MASUCCI DIRECTOR 2.00 X 0 0 0 JAYA M RAJ MD FACP DIRECTOR 2.00 X 0 0 0 JANET A SABUCO MBA DIRECTOR 2.00 X 0 0 0 GABY WEISSMAN DIRECTOR 2.00 X 0 0 0 POLLY PARSONS MD MACP FCCP ATSF PRESIDENT AND CEO, EX OFFICIO 20.00 X 247448 0 6689 BERGITTA E COTRONEO FACMPE FORMER DEPUTY CHIEF EXECUTIVE OFFICE AND EVP 43.00 X 335729 0 40438 KAREN M MAJCHER MBA SENIOR DIRECTOR OF BUSINESS OPERATIONS 40.50 X 170956 0 29925 MARGARET A BREIDA MS SENIOR DIRECTOR, EDUCATION AND RESEARCH 41.50 X 179828 0 28605 SHEILA T COSTA MA SENIOR DIRECTOR, SPECIAL PROJECTS 41.00 X 171271 0 22346 TALIA D AUSTIN MSM SENIOR DIRECTOR, MEMBER ENGAGEMENT, DIVERSITY & IN 40.50 X 164904 0 21244 STEVEN M HUMPHREY SENIOR DIRECTOR, CONFERENCES, MEETINGS, & TECHNOLO 44.00 X 147851 0 22676 NANCY DERNELLE MA SENIOR DIRECTOR, HUMAN RESOURCES 40.50 X 147845 0 10997 1565832 0 182920 19 0 1 0 CMI COMMUNICATIONS 400 MILE CROSSING BLVD ROCHESTER NY 14624 MARKETING SERVICES 361816 RELATION INSURANCE 1277 TREAT BOULEVARD SUITE 400 WALNUT CREEK CA 94597 INSURANCE BROKER 141226 ACGI 197 E UNIVERSITY DRIVE AUBURN AL 36832 SOFTWARE SUPPORT SERVICES 123766 FREEMAN EXPOSITIONS LLC 1600 VICEROY DRIVE SUITE 100 DALLAS TX 75235 CONFERENCES EXHIBITION SERVICES 114847 FORJWEBCOURSE WORKS 7617 MINERAL POINT RD STE 301 MADISON WI 53717 CONSULLTING/INSTRUCTURAL DESIGN 105613 7 MEETING INCOME 611710 3983449 3957049 26400 MEMBERSHIP DUES 900099 3697850 3697850 PARTNERSHIP REVENUE 900099 183950 183950 SALES 900099 89601 12220 77381 7954850 298882 298882 49604 46472 3132 3132 3132 ADVERTISING 900099 12295 12295 35977 35977 48272 8305136 7887046 116076 302014 100000 100000 745982 220264 525718 2933096 1346209 1586887 145617 102041 43576 469351 214478 254873 255977 112249 143728 25763 7617 18146 86632 86632 45035 45035 751690 544052 207638 139633 110251 29382 569088 309534 259554 221319 118226 103093 334536 301283 33253 1765014 1718915 46099 31976 17081 14895 85378 57087 28291 TAXES 18733 10007 8726 FINANCIAL FEES 138961 95316 43645 RECRUITMENT 120045 120045 DUES AND SUBSCRIPTIONS 21891 10813 11078 21161 7057 14104 9026878 5402480 3624398 0 1121545 323379 2289265 4364788 505074 26870 324194 241831 844149 755871 37364 88278 9565560 10822693 614236 437738 14457238 16305577 748576 1401580 1030981 2094722 683931 493089 2463488 3989391 X 11993750 12316186 11993750 12316186 14457238 16305577 -721742 1044178 0 X X 0 1 X 1 0 X 449900 449900 3730877 4949375 5792031 7195429 7851069 29518781 3730877 5399275 5792031 7195429 7851069 29968681 0 0 0 29968681 704872 612000 899726 830606 298882 3346086 704872 612000 899726 830606 298882 3346086 13710 66103 102683 63659 246155 1504715 17045 85157 95985 35977 1738879 5954174 6028320 6843017 8224703 8249587 35299801 0.84900 0.83250 0.09480 0.10950 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISC INSURANCE PROCEEDS 2019 88473 31790 56683 755676 724081 31595 88278 OPERATING LEASE LIABILITY 493089 493089 X 9304279 1044178 1044178 8260101 45035 45035 8305136 8981843 0 8981843 45035 45035 9026878 PART X, LINE 2: THE ALLIANCE FOLLOWS THE STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THIS GUIDANCE, THE ALLIANCE MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ALSO ADDRESSES DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES ON INCOME TAXES, AND ACCOUNTING IN INTERIM PERIODS. MANAGEMENT EVALUATED THE ALLIANCE'S TAX POSITIONS AND CONCLUDED THAT THE ALLIANCE HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. PART XI, LINE 2D - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF FIXED ASSETS PART XII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF FIXED ASSETS 1 AMERICAN BOARD OF INTERNAL MEDICINE (ABIM) 510 WALNUT STREET SUITE 1700 PHILADELPHIA PA 19106 390866228 501(C)(3) 100000 0 DIVERISTY, HEALTH CARE EQUITY, AND INCLUSION 1 0 PART I, LINE 2: AAIM INNOVATION GRANTS: FOR FY 2024, THE ALLIANCE PARTNERED WITH THE AMERICAN BOARD OF INTERNAL MEDICINE (ABIM), THE ABIM FOUNDATION, THE AMERICAN COLLEGE OF PHYSICIANS (ACP), THE JOSIAH MACY JR. FOUNDATION, AND THE GORDON AND BETTY MOORE FOUNDATION TO AWARD A TOTAL OF $470,000 (OF WHICH THE ALLIANCE CONTRIBUTED $100,000) TO MEDICAL SCHOOLS AND TRAINING PROGRAMS WITHIN THE US. TWENTY PROJECTS AT MEDICAL SCHOOLS AND TEACHING HOSPITALS RECEIVED GRANTS AT THE $40,000, $20,000, AND $10,000 LEVELS DEPENDING ON THE SCOPE OF THE PROGRAM. THE RECIPIENTS USE THIS FUNDING TO SUPPORT INTER-PROFESSIONAL PROJECTS THAT ARE LED BY INTERNAL MEDICINE RESIDENTS, FELLOWS, AND FACULTY FOCUSED ON IMPROVING TRUST, ADVANCING HEALTH EQUITY, AND ADDRESSING DIAGNOSTIC GAPS THAT EXACERBATE INEQUITY. GRANTS ARE USED FOR THE PROPER PURPOSES AND NOT OTHERWISE DIVERTED FROM THE INTENDED USE. THE ALLIANCE HAS CONTRACTED WITH THE ABIM FOUNDATION TO ADMINISTER THE DISBURSEMENT OF GRANT FUNDS TO AWARDEES. THIS WOULD ALSO INCLUDE REQUESTING FINANCIAL AND NARRATIVE REPORTS FROM THE GRANTEE EVERY SIX MONTHS TO SHOW ACTUAL EXPENDITURES REPORTED AS OF THE DATE OF THE REPORT AGAINST THE APPROVED LINE-ITEM BUDGET. NARRATIVE REPORTS INCLUDE A REPORT ON THE PROGRESS ON EACH MILESTONE/TASK DESCRIBED IN THE GRANTEE'S PROPOSAL AND OVERALL PROGRESS TOWARD ACHIEVING THE INTENDED OUTPUT OR RESULTS OF THE GRANT, AS WELL AS ANY PROBLEMS OR OBSTACLES ENCOUNTERED IN THE EFFORT TO ACHIEVE THE GRANT'S PURPOSE. LARGER (I.E., $40,000 OR $20,000) GRANTS ARE DISBURSED IN EITHER TWO $20,000 OR TWO $10,000 INCREMENTS (AS APPROPRIATE); ONE AT THE INITIAL AWARD TIME, AND THE SECOND AFTER SUCCESSFUL PROGRESS. X X X X X X 0 0 0 0 0 0 0 1 0 BERGITTA E COTRONEO FACMPE FORMER DEPUTY CHIEF EXECUTIVE OFFICE 307710 0 28019 0 0 0 20699 0 19739 0 376167 0 0 0 POLLY PARSONS MD MACP FCCP ATSF PRESIDENT AND CEO, EX OFFICIO 220528 0 26920 0 0 0 6092 0 597 0 254137 0 0 0 MARGARET A BREIDA MS SENIOR DIRECTOR, EDUCATION AND RESEA 168966 0 10862 0 0 0 11360 0 17245 0 208433 0 0 0 KAREN M MAJCHER MBA SENIOR DIRECTOR OF BUSINESS OPERATIO 160613 0 10343 0 0 0 10764 0 19161 0 200881 0 0 0 SHEILA T COSTA MA SENIOR DIRECTOR, SPECIAL PROJECTS 160846 0 10425 0 0 0 10858 0 11488 0 193617 0 0 0 TALIA D AUSTIN MSM SENIOR DIRECTOR, MEMBER ENGAGEMENT, 154824 0 10080 0 0 0 10462 0 10782 0 186148 0 0 0 STEVEN M HUMPHREY SENIOR DIRECTOR, CONFERENCES, MEETIN 137771 0 10080 0 0 0 10462 0 12214 0 170527 0 0 0 NANCY DERNELLE MA SENIOR DIRECTOR, HUMAN RESOURCES 140092 0 7753 0 0 0 9350 0 1647 0 158842 0 0 0 PART I, LINE 3 THE ALLIANCE'S COMPENSATION COMMITTEE RECEIVES MARKET DATA AND ANALYSIS PRIOR TO EACH BUDGET CYCLE. THE COMMITTTE RECOMMENDS A SALARY AND BENEFIT PACKAGE FOR SENIOR MANAGEMENT TO THE BOARD OF DIRECTORS. PART I, LINE 7 THE BOARD OF DIRECTORS AWARDS PERFORMANCE BONUSES TO THE PRESIDENT AND CEO AND THE DEPUTY CEO AND EVP BASED ON THE FINANCIAL PERFORMANCE OF THE ORGANIZATION AND MEETING OR EXCEEDING THEIR INDIVIDUAL PERFORMANCE GOALS. THE AMOUNT OF THE PERFORMANCE BONUS IS OUTLINED IN THE INDIVIDUAL EMPLOYMENT CONTRACTS. THE DEPUTY CEO AND EVP AWARDS BONUSES TO STAFF BASED ON THE FINANCIAL PERFORMANCE OF THE ORGANIZATION AND MEETING OR EXCEEDING INDIVIDUAL PERFORMANCE GOALS. THE BONUS AMOUNTS ARE TIERED AND BASED ON THE EMPLOYEE EMPLOYMENT LEVEL. FORM 990, PART VI, SECTION A, LINE 6 AAIM HAS 3 MEMBERSHIP CATEGORIES: FOUNDING MEMBERS, ASSOCIATE MEMBERS, AND REGULAR MEMBERS. THE FOUNDING MEMBERS OF THE ALLIANCE INCLUDE ASSOCIATION OF PROFESSORS OF MEDICINE (APM), ASSOCIATION OF PROGRAM DIRECTORS IN INTERNAL MEDICINE (APDIM), ASSOCIATION OF SUBSPECIALTY PROFESSORS D/B/A ASSOCIATION OF SPECIALTY PROFESSORS (ASP), CLERKSHIP DIRECTORS IN INTERNAL MEDICINE (CDIM), AND ADMINISTRATORS OF INTERNAL MEDICINE (AIM). ASSOCIATE MEMBERS ARE ANY ACADEMICALLY FOCUSED ORGANIZATIONS THAT ARE COMMITTED TO THE FUTURE OF ACADEMIC INTERNAL MEDICINE, RATHER THAN PARTICULAR SPECIALTIES WITHIN INTERNAL MEDICINE, WHICH HAVE BEEN APPROVED AS MEMBERS BY A UNANIMOUS VOTE OF THE BOARD OF DIRECTORS. AN ASSOCIATE MEMBER HAS NO VOTING RIGHTS OF ANY KIND AND SHALL BE ELIGIBLE TO MERGE INTO THE ALLIANCE BY A UNANIMOUS VOTE OF THE BOARD OF DIRECTORS AT WHICH TIME A COUNCIL WILL REPRESENT THE REGULAR MEMBERS OF THAT GROUP, AND THE PRESIDENT, PAST-PRESIDENT AND PRESIDENT-ELECT WILL BECOME MEMBERS OF THE BOARD OF DIRECTORS. AN ASSOCIATE MEMBER MAY ELECT TO REMAIN IN SUCH STATUS UNTIL TERMINATED. AN INDIVIDUAL OR A DEPARTMENT SHALL BE ELIGIBLE TO BECOME A REGULAR MEMBER TO THE EXTENT HIS OR HER WORK RESPONSIBILITIES OR ITS PROGRAMS FIT WITHIN THE SCOPE OF THE ACTIVITIES OF THE ALLIANCE, AS DETERMINED BY THE BOARD OF DIRECTORS IN ITS SOLE DISCRETION. ALL ELIGIBILITY CRITERIA, INCLUDING AS MAY BE MODIFIED FROM TIME TO TIME, ARE HEREBY INCORPORATED BY REFERENCE. SUCH INDIVIDUAL OR DEPARTMENT SHALL ONLY BECOME AND/OR REMAIN A MEMBER AFTER ALL DUES AS MAY BE REQUIRED TO BE PAID PURSUANT TO ARTICLE IV, SECTION 4, HAVE BEEN PAID. FORM 990, PART VI, SECTION A, LINE 7A THE PRESIDENT, PRESIDENT-ELECT, AND PAST PRESIDENT OF EACH FOUNDING MEMBER SERVES ON THE ORGANIZATION'S BOARD. THOSE MEMBERS ALSO ELECT A CHAIR, VICE CHAIR, AND TREASURER FROM A SLATE OF NOMINEES. FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT 990 IS REVIEWED BY THE SENIOR DIRECTOR OF BUSINESS OPERATIONS AND EXECUTIVE VICE PRESIDENT, AND THEN IS REVIEWED BY THE FINANCE AND AUDIT COMMITTEE BEFORE IT IS FILED. AN ELECTRONIC COPY OF THE FORM 990 IS DISTRIBUTED TO THE GOVERNING BODY FOR THEIR REVIEW AND APPROVAL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS A CONFLICT OF INTEREST QUESTIONNAIRE IS DISTRIBUTED TO ALL AAIM BOARD AND COUNCIL MEMBERS, AAIM OFFICERS, AND AAIM STAFF FOR COMPLETION. THE QUESTIONNAIRE INCLUDES QUESTIONS REGARDING OWNERSHIP OR INVESTMENT INTERESTS, COMPENSATION ARRANGEMENTS, AND SERVICE RELATIONSHIPS THAT MAY GIVE RISE TO A CONFLICT OF INTEREST. ONCE COMPLETED, FORMS ARE SUBMITTEED AND REVIEWED. ANY POTENTIAL CONFLICTS ARE EVALUATED BY THE AAIM COMPLIANCE COMMITTEE AND A COURSE OF ACTION RECOMMENDED TO THE AAIM BOARD OF DIRECTORS. DURING THE YEAR IF POTENTIAL CONFLICTS OF INTEREST ARISE, THEY ARE PRESENTED TO THE AAIM COMPLIANCE COMMITTEE FOR CONSIDERATION. FORM 990, PART VI, SECTION B, LINE 15 THE ALLIANCE ENGAGES A FIRM SPECIALIZING IN HUMAN RESOURCES MATTERS AND COMPENSATION SETTING TO DEVELOP A COMPREHENSIVE STRUCTURE AND COMPLETE MARKET PRICING FOR ALL POSITIONS, INCLUDING CEO AND DEPUTY CEO POSITIONS. THE FIRM PROVIDES AAIM WITH A STRUCTURE THAT INCLUDES MINIMUM, 25TH QUARTILE, MIDPOINT, 75TH QUARTILE, AND MAXIMUM FOR EACH POSITION BASED ON ITS REVIEW OF SEVERAL SALARY STUDIES. THE SALARY FOR EACH POSITION IS COMPARED TO THE STRUCTURE. THE RESULTS ARE PRESENTED TO THE COMPENSATION COMMITTEE FOR REVIEW AND APPROVAL OF THE STRUCTURE AS WELL AS ANY MARKET BASED ADJUSTMENTS TO COMPENSATION. EACH YEAR A COMPENSATION BUDGET IS DEVELOPED BASED ON THE APPROVED COMPENSATION STRUCTURE. ANY RECOMMENDED INCREASES BASED ON PERFORMANCE OR MARKET ARE CONSIDERED BY THE COMPENSATION COMMITTEE. THE COMPENSATION COMMITTEE MAKES A RECOMMENDATION TO THE FINANCE AND AUDIT COMMITTEE TO INCLUDE OR ADJUST THE COMPENSATION AMOUNTS INCLUDED IN THE ANNUAL BUDGET APPROVED BY THE BOARD OF DIRECTORS EACH JUNE. THIS PROCESS WAS MOST RECENTLY UNDERTAKEN IN FISCAL YEAR 2024. WITH APPROVED MARKET ADJUSTMENTS EFFECTIVE FOR FISCAL YEAR 2025. IN ADDITION, THE SERVICES OF AN EXECUTIVE SEARCH FIRM (WITT/KIEFFER) HAS BEEN ENGAGED FOR FUTURE SUCCESSION PLANNING FOR THE DEPUTY CEO POSITION. AAIM WILL UNDERTAKE THE COMPENSATION REVIEW PROCESS AGAIN IN FISCAL YEAR 2026 WITH ANY APPROVED MARKET ADJUSTMENTS TO BE EFFECTIVE FISCAL YEAR 2027. FORM 990, PART VI, SECTION C, LINE 19 ALLIANCE FOR ACADEMIC INTERNAL MEDICINE INC MAKES THEIR GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENT AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.