2025-11-17T14:35:13-06:00 2024-12-31 881478669 CBIZ ADVISORS LLC 1899 L STREET NW 850 WASHINGTON DC 20036 990 2024-01-01 521938443 THE URBAN ALLIANCE FOUNDATION INC URBA 2024594300 1025 VERMONT AVE NW 1100 WASHINGTON DC 20005 VERONICA NOLAN INTERIM CHIEF EXECUTIVE OFFICER 2024594300 2025-11-17 1 1 FRANK SMITH P00639053 2022274000 2025-11-17 2024 2025-03-06 01:10:19Z X VERONICA NOLAN 1025 VERMONT AVE NW 1100 WASHINGTON DC 20005 9575875 0 X URBANALLIANCE.ORG X 1995 DC URBAN ALLIANCE CONNECTS HIGH SCHOOL STUDENTS TO EQUITABLE, INCLUSIVE CAREERS THROUGH PAID WORK EXPERIENCES, MENTORSHIP, AND PROFESSIONAL DEVELOPMENT. WE WORK WITH SCHOOLS AND EMPLOYERS TO ADDRESS SYSTEMIC BARRIERS TO ECONOMIC MOBILITY FOR YOUNG ADULTS OF COLOR AND TO BRIDGE THE GAPS BETWEEN EDUCATION AND WORKFORCE DEVELOPMENT FOR ALL YOUNG PEOPLE. 20 19 1660 500 0 0 4863739 5870636 3784004 3034535 856903 640016 22437 5706 9527083 9550893 0 0 0 0 11279872 10884527 0 0 643370 2367466 2311882 13647338 13196409 -4120255 -3645516 22896302 19133664 2326672 1960270 20569630 17173394 X THE URBAN ALLIANCE FOUNDATION, INC. (THE FOUNDATION) IS A NONPROFIT THAT CONNECTS HIGH SCHOOL STUDENTS TO EQUITABLE, INCLUSIVE CAREER PATHWAYS THROUGH PAID WORK EXPERIENCES, MENTORSHIP, AND PROFESSIONAL DEVELOPMENT. WE WORK WITH SCHOOLS AND EMPLOYERS TO ADDRESS SYSTEMIC BARRIERS TO ECONOMIC MOBILITY FOR YOUNG ADULTS OF COLOR AND TO BRIDGE THE GAPS BETWEEN EDUCATION AND WORKFORCE DEVELOPMENT FOR ALL YOUNG PEOPLE. 0 0 10535504 1119375 WORKFORCE DEVELOPMENT PROGRAMS: THIS CATEGORY PRIMARILY REPRESENTS THE FOUNDATION'S KEY VEHICLE FOR BUILDING A MORE EQUITABLE WORKFORCE: WORK-BASED LEARNING. OUR CORE MODEL, THE HIGH SCHOOL INTERNSHIP PROGRAM (HSIP), BRIDGES THE OPPORTUNITY GAP BY CONNECTING HIGH SCHOOL SENIORS IN ALL FOUR REGIONS FROM HISTORICALLY EXCLUDED COMMUNITIES - PRIMARILY YOUTH OF COLOR - TO PAID INTERNSHIPS, SKILLS AND DIGITAL LITERACY TRAINING, MENTORING, AND COLLEGE AND CAREER PLANNING ASSISTANCE. RECOGNIZING THE VALUE OF CONNECTING YOUTH EARLIER IN THEIR HIGH SCHOOL CAREERS WITH WORK-BASED LEARNING OPPORTUNITIES TO PREVENT DISCONNECTION, THE FOUNDATION ALSO PROVIDES WORKFORCE READINESS TRAINING AND CAREER EXPOSURE TO STUDENTS AS EARLY AS FRESHMAN YEAR OF HIGH SCHOOL IN THE GREATER DC AND CHICAGO REGIONS. THE FOUNDATION ALSO FACILITATES OTHER INTERNSHIP PROGRAMS FOR NON-HIGH SCHOOL YOUTH VIA CONTRACTS WITH OTHER ORGANIZATIONS. THESE PROGRAMS ARE MODELED AFTER THE HSIP IN THAT YOUTH ARE PROVIDED PAID INTERNSHIPS AND RECEIVE LIFE-SKILLS AND JOB READINESS TRAINING. DURING THE COVID-19 PANDEMIC THE FOUNDATION TRANSITIONED TO VIRTUAL PROGRAMMING. 817653 1189082 PROGRAM DEVELOPMENT: THIS CATEGORY REFERS TO ACTIVITIES DESIGNED TO SCALE AND IMPROVE THE FOUNDATION'S PROGRAMS. THE FOUNDATION IS DEDICATED TO CONTINUOUS LEARNING, CONSTANTLY REFINING AND FINE-TUNING PROCESSES TO SPUR REAL-TIME, DATA-DRIVEN DECISION-MAKING THAT ALLOWS THE FOUNDATION TO DELIVER PROGRAMMING OF THE HIGHEST-POSSIBLE QUALITY FOR STUDENTS. REPLICATION ACTIVITIES ARE DESIGNED TO INCREASE THE QUANTITY OF YOUTH SERVED BY THE FOUNDATION'S PROGRAMS BY FINDING NEW AND INNOVATIVE WAYS TO DELIVER PROGRAMS IN CURRENT AREAS SERVED AS WELL AS BY EXPANDING TO OFFER PROVEN PROGRAM MODELS IN NEW AREAS. PROGRAM QUALITY AND FIDELITY ARE IMPROVED THROUGH EVALUATION ACTIVITIES DESIGNED TO IDENTIFY STRENGTHS AND AREAS FOR GROWTH THAT INFORM THE FOUNDATION'S PROGRAM OPERATIONS. EVALUATION ACTIVITIES INCLUDE EXPERIMENTAL DESIGN STUDIES WITH THE URBAN INSTITUTE AS WELL AS SHORT TERM OUTCOME EVALUATIONS THAT ALLOW THE FOUNDATION TO IMPROVE PROGRAM QUALITY AND DELIVER IMPROVED SERVICES TO YOUTH. 990685 726078 YOUTH PROGRAMS: THIS CATEGORY REPRESENTS THE FOUNDATION'S SUPPLEMENTAL PROGRAMS. ALL STUDENTS WHO COMPLETE HSIP ARE GUARANTEED LIFETIME COLLEGE AND CAREER SUPPORT THROUGH OUR ALUMNI SERVICES PROGRAM SHOULD THEY NEED IT. SERVICES ARE PRIMARILY CONCENTRATED DURING A STUDENT'S FIRST TWO YEARS POST-PROGRAM TO ENSURE CONTINUED CONNECTION TO AN ECONOMICALLY-MOBILE PATHWAY. ADDITIONAL SERVICES INCLUDE THE ALUMNI INTERNSHIP PROGRAM, EDUCATION, AND CAREER COUNSELING, CONTINUED PROFESSIONAL DEVELOPMENT, AND PROFESSIONAL NETWORKING OPPORTUNITIES. ADDITIONALLY, THE FOUNDATION HAS MADE ITS PROPRIETARY CURRICULUM AVAILABLE TO OUTSIDE ORGANIZATIONS ON A LIMITED BASIS, THROUGH STAFF-FACILITATED OR TRAIN-THE-TRAINER OUTREACH MODELS, PROVIDED THAT PROJECT SCOPES AND ORGANIZATIONS ALIGN WITH THE FOUNDATION'S MISSION. THE FOUNDATION'S CURRICULUM WILL BE SELECTED AND MODIFIED, IF NECESSARY, TO MEET THE NEEDS OF THE PROJECT. THE FOUNDATION RECEIVES REVENUE FOR AN ORGANIZATION'S USE OF THE FOUNDATION'S CURRICULUM, PROFESSIONAL FEES FOR THE FOUNDATION STAFF, AND EXPENSES NECESSARY TO EXECUTE THE PROJECT. DUE TO THE COVID-19 PANDEMIC, THE FOUNDATION TRANSITIONED TO VIRTUAL PROGRAMMING. 12343842 1 1 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 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 40 0 1 1660 1 0 0 0 0 0 0 0 0 0 0 0 0 X 20 19 0 0 0 0 0 0 0 1 0 0 1 1 1 1 1 1 1 1 1 0 0 IL MD MI VA X X VERONICA NOLAN 2024594300 1025 VERMONT AVE NW 1100 WASHINGTON DC 20005 MARY MENELL ZIENTS BOARD CHAIR 2.00 X 0 0 0 ANDREW PLEPLER BOARD VICE CHAIR 2.00 X 0 0 0 GREG DESAUTELS BOARD SECRETARY 2.00 X 0 0 0 KEVIN GREER TREASURER 1.00 X 0 0 0 LINDA ASSANTE BOARD MEMBER 1.00 X 0 0 0 MARIETTA COLSTON-DAVIS BOARD MEMBER 1.00 X 0 0 0 KELLY DIBBLE BOARD MEMBER 1.00 X 0 0 0 CHRISTINE GREGORY BOARD MEMBER 1.00 X 0 0 0 DEBORAH HARMON BOARD MEMBER 1.00 X 0 0 0 NICHOLAS KILAVOS BOARD MEMBER 1.00 X 0 0 0 KWASI MITCHELL BOARD MEMBER 1.00 X 0 0 0 TOM NIDES BOARD MEMBER 1.00 X 0 0 0 VERONICA NOLAN BOARD MEMBER 1.00 X 0 0 0 MICHAEL PARKER BOARD MEMBER 1.00 X 0 0 0 SHAHIN REZAI BOARD MEMBER 1.00 X 0 0 0 ESHAUNA SMITH BOARD MEMBER 1.00 X 0 0 0 ZED SMITH BOARD MEMBER 1.00 X 0 0 0 MARTA URQUILLA BOARD MEMBER 1.00 X 0 0 0 JEANNA VIDALE BOARD MEMBER 1.00 X 0 0 0 RICK WADE BOARD MEMBER 1.00 X 0 0 0 ABIODUN DUROJAYE CHIEF EXECUTIVE OFFICER 35.00 X 240548 0 9112 MONIQUE SHERRELL LLOYD CHIEF PEOPLE OFFICER 35.00 X 147952 0 19665 TYRAN OMARY CHIEF PROGRAM OFFICER 35.00 X 127929 0 16641 BRENDAN MEEHAN COO UNTIL 02/2024 35.00 X 21582 0 652 RODERICK HOWARD COO AS OF 05/2024 35.00 X 88966 0 1615 CHARLES ACKLEY EXECUTIVE DIRECTOR, BALTIMORE 35.00 X 137722 0 29160 CHRISLIN FLANAGAN EXECUTIVE DIRECTOR, CHICAGO 35.00 X 129748 0 14562 ALPHONSO AMOS EXECUTIVE DIRECTOR, DETROIT 35.00 X 122994 0 13435 TAMIKA SMITH EXECUTIVE DIRECTOR, GREATER DC 35.00 X 141134 0 13911 1158575 0 118753 10 0 1 0 PROJECT DESTINED INC 1623 S STREET NW WASHINGTON DC 20009 TRAINING FOR STUDENTS 150000 COASTALCLOUD LLC 1 HAMMOCK BEACH PARKWAY STE 200 PALM COAST FL 32137 PROJECT MANAGEMENT SUBSCRIPTIONS 124163 HEARTSMILES INC 6102 FAIRWOOD AVENUE BALTIMORE MD 21206 EVENT ORGANIZER 115521 3 1136190 4734446 5870636 STUDENT SPONSORSHIPS 900099 2617271 2617271 OUTSOURCED PROGRAMS 900099 417264 417264 3034535 538688 538688 126310 24982 101328 101328 101328 MISCELLANEOUS INCOME 900099 5706 5706 5706 9550893 3034535 0 645722 677218 643357 6773 27088 8846206 8438550 50563 357093 57791 52540 2022 3229 475745 437487 13614 24644 827567 762325 22881 42361 128837 128837 18690 18690 628835 517817 22631 88387 103556 91076 5424 7056 189195 159124 9996 20075 449844 388269 26990 34585 51077 44118 2505 4454 242995 238875 2215 1905 67774 58455 4085 5234 61099 52697 3683 4719 MISCELLANEOUS 221157 201386 8508 11263 DUES, FEES AND SUBSCRIP 148823 128929 8617 11277 13196409 12343842 209197 643370 13933661 11971441 1806193 437702 935042 1268774 1054494 329738 206 0 139909 203764 768051 239025 496788 529026 3476660 3587863 1053349 805356 22896302 19133664 609303 495574 624642 623967 1092727 840729 2326672 1960270 X 17363691 14501152 3205939 2672242 20569630 17173394 22896302 19133664 -3645516 249279 0 X 0 1 X 1 0 X 7838815 10287030 16250622 4863739 5870636 45110842 7838815 10287030 16250622 4863739 5870636 45110842 3502490 41608352 53510 69879 127267 668231 538688 1457575 500 3876 22437 5706 32519 46600936 17910307 0.89290 0.91990 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2022 AMOUNT: $ 3,876. 2023 AMOUNT: $ 22,437. 2024 AMOUNT: $ 5,706. HONORARIUM - 2021 AMOUNT: $ 500. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 123663 111101 12562 644388 127924 516464 529026 LEASE LIABILITY - OPERATING 840729 840729 X 9781482 249279 249279 9532203 18690 18690 9550893 13177719 0 13177719 18690 18690 13196409 PART X, LINE 2: THE FOUNDATION EVALUATED ITS UNCERTAINTY IN INCOME TAXES FOR THE YEAR ENDED DECEMBER 31, 2024, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. 1 X X X 0 0 0 0 0 0 0 1 0 ABIODUN DUROJAYE CHIEF EXECUTIVE OFFICER 230000 0 10548 0 0 0 9112 0 0 0 249660 0 0 0 MONIQUE SHERRELL LLOYD CHIEF PEOPLE OFFICER 147407 0 545 0 0 0 6258 0 13407 0 167617 0 0 0 CHARLES ACKLEY EXECUTIVE DIRECTOR, BALTIMORE 137161 0 561 0 0 0 8716 0 20444 0 166882 0 0 0 TAMIKA SMITH EXECUTIVE DIRECTOR, GREATER DC 140590 0 544 0 0 0 3944 0 9967 0 155045 0 0 0 PART I, LINE 7 IN 2024, INDIVIDUALS LISTED ON PART VII RECEIVED NON-FIXED DISCRETIONARY BONUSES. 2025 MASSACHUSETTS AVENUE LLC MARY ZIENTS IS THE BOARD CHAIR OF THE FOUNDATION AND A MEMBER OF THE LLC. 279948 THE FOUNDATION LEASES SPACE AT 2030 Q STREET, NW IN WASHINGTON, DC. 2025 MASSACHUSETTS AVENUE, LLC OWNS THE BUILDING AND LICENSES THE USE OF OFFICE SPACE TO THE FOUNDATION. MARY IS THE MEMBER OF THE LLC, AND MARY ZIENTS SERVES AS THE MANAGER OF THE LLC. 0 FORM 990, PART VI, SECTION A, LINE 8B WHILE COMMITTEES EXIST, THEY DO NOT HAVE THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. A WRITTEN SUMMARY OF COMMITTEE ACTIVITIES IS PRESENTED AT BOARD MEETINGS, AND KEY MATTERS ARE VOTED UPON BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE TEAM EXECUTES THE FOUNDATION'S ACCOUNTING AND FINANCE FUNCTIONS. THE FINANCE TEAM COORDINATES THE ANNUAL AUDIT AND COMPLETION OF THE FEDERAL FORM 990 BY THE FOUNDATION'S OUTSIDE CPA FIRM, CBIZ ADVISORS, LLC. THE ACCOUNTING AND FINANCE RESPONSIBILITIES OF THE FINANCE TEAM ARE DOCUMENTED IN JOB DESCRIPTIONS WHICH ARE RETAINED IN PERSONNEL FILES. ONCE THE AUDIT IS COMPLETE, THE AUDIT STAFF OF CBIZ ADVISORS, LLC PROVIDES AUDITED FINANCIAL DATA TO THE TAX DEPARTMENT AT CBIZ ADVISORS, LLC WHO PREPARES A DRAFT COPY OF THE FEDERAL FORM 990. IN ADDITION, CBIZ ADVISORS, LLC PREPARES A LIST OF ADDITIONAL INFORMATION REQUIRED FOR THE FEDERAL FORM 990, WHICH THE FINANCE TEAM PROVIDES DIRECTLY TO THE TAX STAFF. A DRAFT COPY OF THE FEDERAL FORM 990 IS SENT TO THE FINANCE TEAM FOR REVIEW. THE FINANCE TEAM ENSURES THAT ALL FINANCIAL FIGURES INCLUDED ON THE FEDERAL FORM 990 CORRESPOND TO FINANCIAL DATA GIVEN TO THE AUDITORS AND REVIEWS THE ANSWERS TO THE NON-FINANCIAL QUESTIONS FOR PROPRIETY. ANY QUESTIONS IN REGARD TO THE AMOUNTS APPEARING ON THE FEDERAL FORM 990 ARE DISCUSSED WITH CBIZ ADVISORS, LLC. ANY NECESSARY CHANGES ARE MADE AND A REVISED DRAFT IS GENERATED BY CBIZ ADVISORS, LLC AND SENT TO THE FINANCE TEAM FOR SECONDARY REVIEW. ONCE THE REVISED DRAFT IS APPROVED BY THE FINANCE TEAM, IT IS THEN REVIEWED WITH THE FOUNDATION'S CHIEF EXECUTIVE OFFICER (CEO) AND CHIEF OPERATING OFFICER (COO) OR DESIGNATED BOARD APPOINTEE. THE FINANCE TEAM POINT OUT HOW THE FINANCIAL FIGURES FROM THE AUDIT HAVE BEEN PROPERLY INCLUDED ON THE FEDERAL FORM 990 AND REVIEW THE ANSWERS TO THE NON-FINANCIAL QUESTIONS TO ENSURE THEY REPRESENT CURRENT ACTIVITIES. AN ADDITIONAL REVIEW OF THE DRAFT FEDERAL FORM 990 IS PERFORMED BY THE BOARD FINANCE COMMITTEE, WHICH CONSISTS OF THE BOARD CHAIR, THE BOARD TREASURER, THE BOARD SECRETARY, THE CEO, THE COO, THE CHIEF DEVELOPMENT OFFICER (CDO) AND THE FINANCE TEAM. ONCE THE BOARD FINANCE COMMITTEE'S APPROVAL IS OBTAINED, THE DRAFT IS PRESENTED TO THE BOARD OF DIRECTORS FOR FINAL REVIEW. ONCE THE BOARD OF DIRECTORS CONFIRMS THEIR REVIEW, CBIZ ADVISORS, LLC IS NOTIFIED THAT THE FINAL FEDERAL FORM 990 CAN BE E-FILED. THE CEO PROVIDES CBIZ ADVISORS, LLC WITH SIGNED ELECTRONIC AUTHORIZATION TO FILE THE FINAL FEDERAL FORM 990. CBIZ ADVISORS, LLC THEN ELECTRONICALLY FILES THE FINAL FEDERAL FORM 990 WITH THE INTERNAL REVENUE SERVICE AND PROVIDES THE FOUNDATION WITH A FINAL PDF COPY OF THE FEDERAL FORM 990, WHICH IS KEPT FOR THE FOUNDATION'S OFFICE RECORDS. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION'S CONFLICT OF INTEREST POLICY FOR EMPLOYEES IS INCLUDED IN THE EMPLOYEE MANUAL. THE EMPLOYEE MANUAL IS POSTED ON THE FOUNDATION'S SHARED NETWORK DRIVE AND IN PAYCOM, THE FOUNDATION'S ONLINE PAYROLL AND HR PLATFORM. DURING A NEW EMPLOYEE'S ORIENTATION PERIOD, THE DIRECTOR OF HUMAN CAPITAL AND OPERATIONS (DHCO)/HUMAN RESOURCES MANAGER (HRM) AND/OR CHIEF OPERATING OFFICER (COO) REVIEWS INFORMATION CONTAINED IN THE EMPLOYEE MANUAL WITH THE NEW EMPLOYEE. NEW EMPLOYEES ARE REQUIRED TO READ THE EMPLOYEE MANUAL AND SIGN AN ACKNOWLEDGMENT THAT THEY HAVE READ AND UNDERSTOOD POLICIES OUTLINED THEREIN. WHEN CHANGES TO THE EMPLOYEE MANUAL ARE MADE, THE DHCO/HRM/COO ARE RESPONSIBLE FOR PROPERLY COMMUNICATING SUCH CHANGES TO ALL STAFF. ON AN ANNUAL BASIS, THE FOUNDATION CONDUCTS A STAFF RETREAT AWAY FROM THE OFFICE. DUE TO THE COVID-19 PANDEMIC THE FOUNDATION TRANSITIONED TO A VIRTUAL STAFF RETREAT IN 2020. ONE OF MANY TOPICS COVERED DURING THE RETREAT IS THE HIGH EXPECTATION FOR PROFESSIONAL CONDUCT FOR ALL STAFF. INTEGRAL TO THE FOUNDATION'S SUCCESS IS THE ARDENT FOLLOWING OF THE FOUNDATION'S CORE VALUES. THE FOUNDATION'S CORE VALUES ARE DEFINED IN THE EMPLOYEE MANUAL AND ARE VISIBLY POSTED AROUND THE FOUNDATION'S OFFICES. ONE OF THESE CORE VALUES IS "DEDICATION TO MISSION AND RESULTS FROM MISSION" WHICH IS DEFINED AS "MAKING DECISIONS BASED UPON THE MISSION AND VISION." ON AN ANNUAL BASIS, ALL EMPLOYEES RECEIVE A PERFORMANCE REVIEW. AS PART OF THIS REVIEW, ALL STAFF ARE EVALUATED BASED UPON CORE COMPETENCIES RELATED TO HIS/HER POSITION. A SECTION OF THIS EVALUATION IS DIRECTED AT DETERMINING HOW WELL AN EMPLOYEE'S CONDUCT SUPPORTS THE CORE VALUES OF THE ORGANIZATION AND HOW WELL A STAFF MEMBER CONDUCTS HIMSELF/HERSELF IN A PROFESSIONAL-LIKE MANNER. WHEN AN EMPLOYEE LEAVES THE FOUNDATION, THE HRM/DHCO/COO CONDUCTS AN EXIT INTERVIEW WITH THE STAFF EMPHASIZING THEIR RESPONSIBILITIES TO REPRESENT THE FOUNDATION IN A PROFESSIONAL MANNER AND THAT ALL THE FOUNDATION PROPERTY THAT WAS IN THEIR USE MUST REMAIN AT THE FOUNDATION. FORM 990, PART VI, SECTION B, LINE 15A THE FOUNDATION'S CONFLICT OF INTEREST POLICY FOR EMPLOYEES IS INCLUDED IN THE EMPLOYEE MANUAL. THE EMPLOYEE MANUAL IS POSTED ON THE FOUNDATION'S SHARED NETWORK DRIVE AND IN PAYCOM, THE FOUNDATION'S ONLINE PAYROLL AND HR PLATFORM. DURING A NEW EMPLOYEE'S ORIENTATION PERIOD, THE DIRECTOR OF HUMAN CAPITAL AND OPERATIONS (DHCO)/HUMAN RESOURCES MANAGER (HRM) AND/OR CHIEF OPERATING OFFICER (COO) REVIEWS INFORMATION CONTAINED IN THE EMPLOYEE MANUAL WITH THE NEW EMPLOYEE. NEW EMPLOYEES ARE REQUIRED TO READ THE EMPLOYEE MANUAL AND SIGN AN ACKNOWLEDGMENT THAT THEY HAVE READ AND UNDERSTOOD POLICIES OUTLINED THEREIN. WHEN CHANGES TO THE EMPLOYEE MANUAL ARE MADE, THE DHCO/HRM/COO ARE RESPONSIBLE FOR PROPERLY COMMUNICATING SUCH CHANGES TO ALL STAFF. ON AN ANNUAL BASIS, THE FOUNDATION CONDUCTS A STAFF RETREAT AWAY FROM THE OFFICE. DUE TO THE COVID-19 PANDEMIC THE FOUNDATION TRANSITIONED TO A VIRTUAL STAFF RETREAT IN 2020. ONE OF MANY TOPICS COVERED DURING THE RETREAT IS THE HIGH EXPECTATION FOR PROFESSIONAL CONDUCT FOR ALL STAFF. INTEGRAL TO THE FOUNDATION'S SUCCESS IS THE ARDENT FOLLOWING OF THE FOUNDATION'S CORE VALUES. THE FOUNDATION'S CORE VALUES ARE DEFINED IN THE EMPLOYEE MANUAL AND ARE VISIBLY POSTED AROUND THE FOUNDATION'S OFFICES. ONE OF THESE CORE VALUES IS "DEDICATION TO MISSION AND RESULTS FROM MISSION" WHICH IS DEFINED AS "MAKING DECISIONS BASED UPON THE MISSION AND VISION." ON AN ANNUAL BASIS, ALL EMPLOYEES RECEIVE A PERFORMANCE REVIEW. AS PART OF THIS REVIEW, ALL STAFF ARE EVALUATED BASED UPON CORE COMPETENCIES RELATED TO HIS/HER POSITION. A SECTION OF THIS EVALUATION IS DIRECTED AT DETERMINING HOW WELL AN EMPLOYEE'S CONDUCT SUPPORTS THE CORE VALUES OF THE ORGANIZATION AND HOW WELL A STAFF MEMBER CONDUCTS HIMSELF/HERSELF IN A PROFESSIONAL-LIKE MANNER. WHEN AN EMPLOYEE LEAVES THE FOUNDATION, THE HRM/DHCO/COO CONDUCTS AN EXIT INTERVIEW WITH THE STAFF EMPHASIZING THEIR RESPONSIBILITIES TO REPRESENT THE FOUNDATION IN A PROFESSIONAL MANNER AND THAT ALL THE FOUNDATION PROPERTY THAT WAS IN THEIR USE MUST REMAIN AT THE FOUNDATION. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION DOES NOT PUBLICLY POST GOVERNING DOCUMENTS OR THE CONFLICT OF INTEREST POLICY. THE CONFLICT OF INTEREST POLICY IS INCORPORATED INTO THE EMPLOYEE MANUAL WHICH IS POSTED INTERNALLY ON THE FOUNDATION'S SHARED NETWORK DRIVE. AS PART OF THE GRANT WRITING PROCESS, POTENTIAL FUNDERS MAY REQUEST ADDITIONAL INFORMATION FROM THE FOUNDATION. AFTER APPROVAL OF THE CEO, THE FOUNDATION PROVIDES REQUESTED DOCUMENTATION SUCH AS AN IRS DETERMINATION LETTER, AUDITED FINANCIAL STATEMENTS, FEDERAL FORMS 990, ETC. TO A REQUESTING FUNDER. THE FOUNDATION POSTS ITS LATEST AUDITED FINANCIAL STATEMENTS AND FEDERAL FORM 990 TO ITS WEBSITE. THE FOUNDATION POSTS AN ANNUAL REPORT TO ITS WEBSITE. THIS REPORT INCLUDES CONDENSED INFORMATION FROM THE AUDITED FINANCIAL STATEMENTS