2026-03-28T12:40:04-05:00 2025-06-30 320530003 QUIGLEY & MIRON 3580 WILSHIRE BLVD 1755 LOS ANGELES CA 90010 990 2024-07-01 946104179 LINDSAY WILDLIFE MUSEUM LIND 9259351978 1931 FIRST AVENUE WALNUT CREEK CA 94597 JANET KOZLOWSKI INTERIM E.D. 9259351978 2026-03-28 1 JOHN BOVARD MIRON P01358141 2136393550 2024 2025-03-06 01:10:19Z LINDSAY WILDLIFE EXPERIENCE JANET KOZLOWSKI 1931 FIRST AVENUE WALNUT CREEK CA 94597 4399430 0 X WWW.LINDSAYWILDLIFE.ORG X 1955 CA TO CONNECT PEOPLE WITH WILDLIFE TO INSPIRE RESPECT FOR THE WORLD WE SHARE. 13 13 61 364 0 0 2740537 2176196 770280 771341 106938 384979 168666 204414 3786421 3536930 0 0 0 0 2444193 2621503 0 0 259695 1202811 1313320 3647004 3934823 139417 -397893 12264028 11272458 633187 274054 11630841 10998404 X FOUNDED IN 1955, LINDSAY'S MISSION IS TO CONNECT PEOPLE WITH WILDLIFE TO INSPIRE RESPONSIBILITY AND RESPECT FOR THE WORLD WE SHARE. LINDSAY IS A UNIQUE NATURAL HISTORY, ENVIRONMENTAL EDUCATION CENTER AND WILDLIFE REHABILITATION CENTER. 0 0 843108 WILDLIFE REHABILITATION-AS ONE OF THE FIRST FORMALLY ESTABLISHED WILDLIFE REHABILITATION HOSPITALS IN THE NATION, LINDSAY HAS SERVED AS A MODEL FOR WILDLIFE CARE CENTERS AROUND THE WORLD. SINCE 1991, LINDSAY HAS TREATED MORE THAN 199,000 NATIVE CALIFORNIA WILD ANIMALS COMPRISING OVER 5,000 SPECIES, WITH ABOUT 50% RETURNED INTO THEIR NATURAL HABITATS. SINCE 2004, THE HOSPITAL HAS TREATED AN AVERAGE OF AROUND 500 WILD ANIMALS EVERY YEAR WITH THE HIGHEST DAILY INTAKES OCCURRING BETWEEN APRIL AND AUGUST, WHEN BIRDS AND MAMMALS ARE RAISING OFFSPRING AND HUMAN-WILDLIFE CONFLICT IS AT ITS HIGHEST. MORE THAN 200 VOLUNTEERS CURRENTLY SUPPORT THE HOSPITAL, WORKING ON-SITE OR PROVIDING HOME CARE FOR INJURED, ABANDONED, AND/OR SICK WILDLIFE. THE HOSPITAL IS STAFFED BY A FULL-TIME STATE-LICENSED VETERINARIAN, ONE PART-TIME VETERINARIAN, SEVERAL ON-CALL VETERINARIANS, REGISTERED VETERINARY TECHNICIANS, WILDLIFE REHABILITATION TECHNICIANS, AND VETERINARY STUDENTS.THE WILDLIFE HOSPITAL IS PERMITTED BY THE U.S. FISH AND WILDLIFE SERVICE AND THE CALIFORNIA DEPARTMENT OF FISH AND WILDLIFE.LINDSAY'S REPUTATION FOR STAFF EXPERTISE IN TREATING AND SURGICALLY REPAIRING THE DELICATE FLIGHT MECHANISMS OF RAPTORS AND ITS EXTENSIVE PARTNERSHIPS THROUGHOUT THE REGION HAVE ELEVATED ITS STATUS AMONG PEER ORGANIZATIONS.THE HOSPITAL CONTINUES TO PARTNER WITH VETERINARY SCHOOLS THROUGHOUT THE COUNTRY AND INTERNATIONALLY TO TEACH FUTURE GENERATIONS OF VETERINARY STUDENTS.WHAT IS LEARNED FROM CARING FOR AND REHABILITATING WILDLIFE IN THE HOSPITAL INFORMS LINDSAY'S EXHIBITS AND EDUCATION AND OUTREACH PROGRAMS. LINDSAY CONTINUES TO PARTNER WITH VARIOUS RESEARCH INSTITUTIONS, INCLUDING THE CALIFORNIA DEPARTMENT OF FISH & WILDLIFE, UC DAVIS, UC BERKELEY, AS WELL AS THE EAST BAY REGIONAL PARK DISTRICT TO TRACK WILDLIFE DISEASES, ANNUAL MIGRATORY PATTERNS, AND ANTHROPOGENIC IMPACTS. DATA SHARED WITH GOVERNMENT AGENCIES AND RESEARCH INSTITUTIONS IS PUBLISHED IN PEER REVIEWED RESEARCH PAPERS USED TO INFORM WILDLIFE MANAGEMENT POLICY AND PLANNING. 706702 EDUCATION-LINDSAY'S EDUCATION DEPARTMENT CREATES WILDLIFE AND ENVIRONMENTAL PROGRAMS THAT ARE INQUIRY-BASED, HANDS-ON, MULTI-SENSORY, AND UNIQUELY INTIMATE. OPPORTUNITIES EXIST FOR GUESTS OF ALL AGES, EDUCATIONAL LEVELS, AND ABILITIES. BY FOCUSING ON THE DIVERSITY OF GUESTS' INTERESTS, LINDSAY PROMOTES BIOLOGICAL SCIENCES, CRITICAL THINKING, AND CONSERVATION FOR THOUSANDS OF LIFELONG LEARNERS. DESCRIPTIONS OF SELECT EDUCATIONAL PROGRAMS AND FEATURES ARE PROVIDED BELOW:EXHIBIT HALL AND DAILY PROGRAMS-THE MAJOR FEATURES ENJOYED BY NEARLY 60,000 MUSEUM GUESTS ANNUALLY INCLUDE: TWELVE INDOOR EXHIBIT SPACES, TWO OUTDOOR PROGRAM AREAS, NINE DAILY EDUCATIONAL PROGRAMS, AND MORE THAN 40 ANIMAL AMBASSADORS ON PUBLIC DISPLAY. THE PROGRAMS ARE DYNAMIC, ENGAGING, GUEST-CENTERED, AND MISSION-DRIVEN WHILE THE ANIMAL AMBASSADORS ARE OUT AND CONNECTING WITH GUESTS.LINDSAY IN THE CLASSROOM-LINDSAY PROGRAMS DELIVERED AT SCHOOLS, KNOWN AS "LINDSAY IN THE CLASSROOM", ARE DESIGNED FOR 30 STUDENTS IN PRE-KINDERGARTEN THROUGH FIFTH GRADE, LAST ONE HOUR, AND ALWAYS INCLUDE THE PRESENCE OF TWO ANIMAL AMBASSADORS. THE FIVE CLASSROOM PROGRAMS ARE: POND PROTECTORS, WILD HOMES, LEARNING FROM WILDLIFE, HAVE TO HAVE A HABITAT, AND ECOSYSTEM ENERGY FLOW. MANY OF THE ANIMALS ARE TOUCHABLE, AND THOSE THAT ARE NOT HAVE TOUCHABLE REPLICAS TO PROVIDE SENSORY EXPERIENCES. EACH "LINDSAY IN THE CLASSROOM" PROGRAM UTILIZES GRADE-SPECIFIC NEXT GENERATION SCIENCE STANDARDS (NGSS) THAT SATISFY SPECIFIC LEARNING OBJECTIVES. DURING THE YEAR-ENDED JUNE 30, 2025, LINDSAY HOSTED 94 "LINDSAY IN THE CLASSROOMS" TO 2,820 STUDENTS.CLASSES-HOMESCHOOL, PRESCHOOL AND WORKSHOPS-DURING THE YEAR-ENDED JUNE 30, 2025, INSTRUCTORS DELIVERED 3 HOMESCHOOL SEMESTERS (26 CLASSES) TO 65 STUDENTS, 15 WEEKS OF EDUCATIONAL CAMP PROGRAMING TO 253 STUDENTS, 27 PRESCHOOL CLASSES TO 164 STUDENTS, AND 7 WORKSHOPS TO 46 STUDENTS. OUTSTANDING WILDLIFE LEADERS (OWLS) AND KEEPERS IN TRAINING (KITS)-THESE ARE THE TWO YOUTH DEVELOPMENT PROGRAMS OF THE EDUCATION DEPARTMENT. THE OWLS PROGRAM INVITES APPROXIMATELY 55 PARTICIPANTS BETWEEN THE AGES OF 13 AND 18 TO DEVELOP SKILLS IN WILDLIFE EDUCATION, BASIC ANIMAL HUSBANDRY TASKS, AND TEAMWORK. AS INDIVIDUALS LEAVE THE PROGRAM, MOSTLY THROUGH GRADUATION OR "AGING OUT," NEW RECRUITS ARE WELCOMED INTO THE YEAR-ROUND SCHEDULE. LINDSAY BENEFITS FROM THE ENERGY AND ENTHUSIASM OF THE OWLS, AND THE YOUTHS RECEIVE KNOWLEDGE AND SKILLS USEFUL IN SCIENCE, EDUCATION, AND CITIZENSHIP. THE OWLS ARE A STEADY PRESENCE AT LINDSAY THROUGH 2.5 HOUR-LONG SHIFTS SIX DAYS PER WEEK. KITS IS A SIMILAR PROGRAM, BUT THE FOCUS IS EXCLUSIVELY ANIMAL HUSBANDRY. KITS COMPLETE ANIMAL CARE SHIFTS ON MONDAYS. A LIMITED NUMBER OF SCHOLARSHIPS ARE AVAILABLE TO PROSPECTIVE NATURALISTS.SPECIAL PROGRAMS-SPECIAL PROGRAMS INCLUDE HIKES; TINY TUESDAYS; SCOUT PROGRAMS; WILD@NIGHT EVENING EVENTS, NATURAL HISTORY RENTALS, AND LINDSAY IN THE COMMUNITY EVENTS SUCH AS HIKES AT MT. DIABLO, EAST BAY MUD LAND, AND IN EAST BAY REGIONAL PARKS. DURING THE YEAR ENDED JUNE 30, 2025, LINDSAY DELIVERED 41 HIKES TO 641 PARTICIPANTS, 10 TINY TUESDAY EVENTS, 22 SCOUT PROGRAM TO 425 SCOUTS, 13 NATURAL HISTORY RENTALS, AND 32 LINDSAY IN THE COMMUNITY EVENTS TO 12,315 ATTENDEES.SCHOOL FIELD TRIPS-BASED ON THE NEXT GENERATION SCIENCE STANDARDS (NGSS) FOR PRE-KINDERGARTEN THROUGH FIFTH GRADE, ADOPTED IN 1978, LINDSAY PROVIDES REGIONAL SCHOOLS WITH MULTI-SENSORY, OBSERVATION, AND CRITICAL THINKING-BASED PROGRAMS THAT HELP EQUIP YOUNG MINDS TO CONSIDER FUTURE SCIENCE AND CONSERVATION CAREERS. FIELD TRIPS INCLUDE FOUR INTERACTIVE STATIONS, TWO ANIMAL AMBASSADORS, AND NATURAL HISTORY SPECIMENS. DURING THE YEAR-ENDED JUNE 30, 2025, LINDSAY HOSTED 155 ONSITE FIELD TRIPS TO 7,320 STUDENTS. 512698 ANIMAL ENCOUNTERS-LINDSAY'S COLLECTION OF ANIMAL AMBASSADORS COMPRISES MORE THAN 40 SPECIES, INCLUDING INDIVIDUALS THAT HAVE BEEN TOO SERIOUSLY INJURED TO BE RELEASED BACK INTO NATURAL HABITATS WITH THOSE THAT HAVE BECOME TOO HABITUATED TO HUMANS THAT THEIR ABILITY TO SURVIVE IN THE WILD HAS BEEN COMPROMISED. THE MEDICAL CARE AND HUSBANDRY OF LINDSAY'S ANIMAL AMBASSADORS IS REGULATED BY THE U.S. DEPARTMENT OF AGRICULTURE, U.S. FISH AND WILDLIFE SERVICE, AND THE CALIFORNIA DEPARTMENT OF FISH AND WILDLIFE. LINDSAY IS COMMITTED TO PROVIDING MEDICAL CARE, HOUSING, AND BEHAVIORAL ENRICHMENT FOR THESE ANIMALS FOR THE REST OF THEIR LIVES. LINDSAY IS ESPECIALLY WELL KNOWN FOR ITS COLLECTION OF RAPTORS AS WELL AS VARIOUS CALIFORNIA NATIVE SPECIES AND PROVIDES UP CLOSE AND PERSONAL EDUCATIONAL EXPERIENCES WITH ANIMAL AMBASSADORS. THE ANIMAL AMBASSADORS LIVE IN SPECIALLY CONSTRUCTED ARTIFICIAL HABITATS, AS WELL AS IN AVIARIES, TERRARIA, AND AQUARIA. SOME OF THEM ARE ON DISPLAY IN THE EXHIBIT HALL, WHILE ALL OF THEM PARTICIPATE IN EDUCATIONAL ACTIVITIES DELIVERED TO THE PUBLIC BY STAFF AND TRAINED VOLUNTEERS. EDUCATIONAL PROGRAMS WITH ANIMAL AMBASSADORS TAKE PLACE EVERY DAY INDOORS AND OUTDOORS. THE KEY MESSAGING OF THESE EXHIBIT AND EDUCATION PROGRAMS IS THE PROTECTION OF UNIQUE AND DIVERSE ECOSYSTEMS IN CALIFORNIA, WHICH ARE HOME TO SEVERAL UNIQUE ANIMALS WITH INTERESTING ADAPTATIONS AND KEY ROLES IN THE MAINTENANCE OF BIOLOGICAL DIVERSITY AND ECOSYSTEM FUNCTION. LINDSAY'S COLLECTION INCLUDES STATE AND FEDERALLY ENDANGERED SPECIES. 761482 534384 MUSEUM OPERATIONS-LINDSAY IS HOME TO A NATURAL HISTORY COLLECTION OF OVER 7,000 SPECIMENS CONSISTING OF VERTEBRATES, INVERTEBRATES, PLANTS, FOSSILS, GEOLOGY, FUNGI, ART, AND ARTIFACTS. THESE COLLECTIONS SERVE OUR OVER 60,000 VISITORS EACH YEAR THROUGH ENGAGING EXHIBITIONS, DAILY PROGRAMS, AND EXHIBIT FLOOR INTERPRETATION. ADDITIONALLY, THESE SPECIMENS ARE UTILIZED IN ALL OUR EDUCATION PROGRAMS, INCLUDING ONSITE FIELD TRIP PROGRAMS, OFFSITE CLASSROOM OUTREACHES, OFFSITE COMMUNITY OUTREACHES, SCOUT PROGRAMS, HOMESCHOOL PROGRAMS, PRESCHOOL PROGRAMS, CAMPS, AND SPECIAL EVENTS. ROUGHLY 50 RESEARCHERS AND LOCAL EDUCATORS UTILIZE THE COLLECTION EACH YEAR THROUGH THE MUSEUM'S DISCOVERY KIT SPECIMEN RENTAL PROGRAM. IN ADDITION, LINDSAY PARTNERS WITH LOCAL ORGANIZATIONS TO RUN POP-UP EXHIBITS AT THEIR LOCATION FOR SHORT TERM COMMUNITY EXPERIENCES.GUEST SERVICES-GUEST SERVICES, OR "GUEST EXPERIENCE," MANAGES THE ADMISSIONS PROCESS FOR VISITORS TO LINDSAY'S EXHIBITS AND PROGRAMS, AS WELL AS THE GIFT SHOP, MEMBERSHIPS, AND VISITOR EXPERIENCES. THEY COORDINATE WITH ALL DEPARTMENTS FOR THE SMOOTH RUNNING OF ON-SITE PROGRAMS, EVENTS, AND ACTIVITIES, MANAGE STORE INVENTORIES AND PURCHASES, AND UNIFORMS FOR STAFF AND VOLUNTEERS.MARKETING AND COMMUNICATIONS-THE MARKETING AND COMMUNICATIONS DEPARTMENT IS RESPONSIBLE FOR DEVELOPING AND EXECUTING STRATEGIC MARKETING PLANS ACROSS ALL DEPARTMENTS, FOCUSING ON INCREASING BRAND AWARENESS, PROMOTING THE ORGANIZATION'S MISSION, ATTRACTING CUSTOMERS, AND DRIVING SALES. THIS INCLUDES CREATING IMPACTFUL ADVERTISING CAMPAIGNS, MANAGING ALL SOCIAL MEDIA PLATFORMS, AND HANDLING PUBLIC RELATIONS. THE TEAM GENERATES CREATIVE CONTENT FOR VARIOUS PLATFORMS, SUCH AS PRINT MATERIALS, E-NEWSLETTERS, THE WEBSITE (WWW.LINDSAYWILDLIFE.ORG), THIRD PARTY ADVERTISING PLACEMENTS, SOCIAL MEDIA, AND TARGETED EMAILS. THE TEAM ACTIVELY MONITORS MARKET TRENDS, CONDUCTS RESEARCH, AND ANALYZES CUSTOMER FEEDBACK TO INFORM AND ADJUST STRATEGIES.ADDITIONALLY, THE DEPARTMENT LEADS IN STRATEGIZING, PLANNING, AND COORDINATING PUBLIC-FACING EVENTS, INCLUDING FUNDRAISERS, COMMUNITY EVENTS, AND ALL ONSITE EVENT RENTALS. ULTIMATELY, THEIR ROLE IS TO BUILD A POSITIVE BRAND IMAGE, DRIVE ENGAGEMENT, AND CONTRIBUTE SIGNIFICANTLY TO THE ORGANIZATION'S SUCCESS. 761482 534384 2823990 1 1 0 0 0 0 0 1 0 1 1 1 0 1 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 10 0 61 1 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X X FINANCIAL ADMINISTRATIVE SUPPORT SERVICES 4085138703 3180 NEWBERRY DRIVE SUITE 200 SAN JOSE CA 95118 CARL TAIBL PRESIDENT 6.00 X X 0 0 0 DYANN BLAINE SECRETARY AND VP 4.00 X X 0 0 0 MURRAY ROSS VICE PRESIDENT 4.00 X X 0 0 0 SCOTT RHOADES TREASURER 4.00 X X 0 0 0 MATT BERNER BOARD MEMBER 2.00 X 0 0 0 STEVE FRANK BOARD MEMBER 2.00 X 0 0 0 ANDREW GREGOR THROUGH 1224 BOARD MEMBER 2.00 X 0 0 0 DOUG GRIFFITH BOARD MEMBER 2.00 X 0 0 0 KATHY HEMMENWAY BOARD MEMBER 2.00 X 0 0 0 JANET KOZLOWSKI THROUGH 525 BOARD MEMBER 2.00 X 0 0 0 IRENE MELITAS BOARD MEMBER 2.00 X 0 0 0 ANNE PARTMANN BOARD MEMBER 2.00 X 0 0 0 DON PRYOR BOARD MEMBER 2.00 X 0 0 0 YULANDA SMITH BOARD MEMBER 2.00 X 0 0 0 VALERIE WAYNE BOARD MEMBER 2.00 X 0 0 0 KAREN DESHAYES EXECUTIVE DIRECTOR 40.00 X 175807 0 0 STEVEN GLEN MORGAN SENIOR DIRECTOR OF FINANCE AND OPERATIONS 40.00 X 103394 0 6014 279201 0 6014 2 0 1 0 0 221760 59146 233194 1662096 44046 2176196 MUSEUM ADMISSIONS 713990 432094 432094 EDUCATIONAL PROGRAMS 611600 339247 339247 771341 166847 166847 102124 0 102124 102124 102124 946320 728188 218132 218132 218132 57575 59146 57575 0 179027 76737 102290 102290 3536930 873631 0 487103 285012 98664 98664 87684 1929903 1649409 267511 12983 246084 131374 77314 37396 160504 127141 26258 7105 75000 75000 10595 10595 216713 76206 140507 2699 2699 50748 9641 8924 32183 341760 318328 15746 7686 21941 18740 3183 18 12442 12442 160187 148974 6407 4806 63716 63716 SUPPLIES 217214 173209 8089 35916 BANK CHARGES AND MERCHA 59927 901 25108 33918 ANIMAL HUSBANDRY 51362 51362 DUES, SUBSCRIPTIONS, AN 23067 14823 8244 5949 2519 3430 3934823 2823990 851138 259695 285018 377995 56131 159429 1867135 886596 36703 41557 26494 7882 5785994 4659522 1149118 1126472 1895059 1843581 6948370 6828946 12264028 11272458 233187 274054 50000 350000 633187 274054 X 1654639 1899198 9976202 9099206 11630841 10998404 12264028 11272458 -397893 -115120 -119424 0 X X 0 1 X 1 0 X 2791608 2066910 1949629 1884598 2044819 10737564 55239 6752580 356049 350519 344706 7859093 2846847 8819490 2305678 2235117 2389525 18596657 448265 18148392 245870 114355 114616 148200 320256 943297 3600 600 4200 19544154 2910799 0.92860 0.94310 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X 0 1170799 86773 83424 1174148 1041072 129727 1170799 990890 90081 39899 1041072 1094519 -67131 36498 990890 905825 224968 36274 1094519 0.32000 0.68000 0 0 1880500 1659114 221386 2144506 1645434 499072 1760988 1354974 406014 1126472 PUBLICLY TRADED SECURITIES 1843581 F 1843581 IN KIND BUILDING AND LAND LEASE 6828946 6828946 X 3755921 -115120 344706 229586 3526335 10595 10595 3536930 4388358 464130 464130 3924228 10595 10595 3934823 PART III, LINE 1A: COLLECTIONS - LINDSAY'S COLLECTIONS INCLUDE BOTH LIVE ANIMAL AND NATURAL HISTORY SPECIMENS. THE LIVE ANIMAL COLLECTION INCLUDES WILD ANIMAL SPECIES NATIVE TO CALIFORNIA AND A COLLECTION OF DOMESTIC RODENTS, RABBITS AND NON-NATIVE INSECTS AND SPIDERS. THE NATURAL HISTORY COLLECTION INCLUDES APPROXIMATELY 16,000 OBJECTS, INCLUDING ANIMAL MOUNTS, SKINS, BONES, WINGS, FEATHERS, INSECTS, SPIDERS, BOTANY, FOSSILS, GEOLOGIC SPECIMENS AND NATIVE AMERICAN ARTIFACTS. WHERE NECESSARY, PROPER DOCUMENTATION AND PERMITS ARE MAINTAINED FOR RESTRICTED ITEMS. THE LIVE ANIMAL AND NATURAL HISTORY COLLECTIONS ARE MAINTAINED AS A VITAL RESOURCE TO SUPPORT LINDSAY'S MISSION TO CONNECT PEOPLE WITH WILDLIFE TO INSPIRE REPONSIBILITY AND RESPECT FOR THE WORLD WE SHARE. THE PRIMARY PURPOSE OF THE COLLECTIONS IS EDUCATION AND THE COLLECTIONS ARE USED IN EXHIBIT HALL PROGRAMMING, EDUCATIONAL CLASSES, PROGRAMS, FIELD TRIPS, AND SPECIAL EVENTS. THE NATURAL HISTORY COLLECTION IS SECONDARILY USED FOR EXHIBIT PURPOSES AS WELL AS A REFERENCE FOR ARTISTS AND FOR CLASSROOM TEACHERS TO COMPLEMENT THEIR CLASSROOM CURRICULUMS. PART V, LINE 4: LINDSAY HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO OPERATIONS AND PROGRAMS WHILE SEEKING TO MAINTAIN A SIGNIFICANT CORPUS OF DONOR-RESTRICTED FUNDS. UNDER THE INVESTMENT POLICY APPROVED BY THE BOARD OF DIRECTORS, THE ENDOWMENT FUNDS ARE INVESTED IN A MANNER THAT IS INTENDED TO PRODUCE AVERAGE ANNUAL RETURNS WHICH ARE APPROPRIATE IN LIGHT OF THE ENDOWMENT FUNDS' TIME HORIZON, LIQUIDITY NEEDS, RISK TOLERANCE AND PERFORMANCE EXPECTATION. ENDOWMENT ASSETS INCLUDE THOSE ASSETS OF DONOR-RESTRICTED FUNDS THAT LINDSAY MUST HOLD IN PERPETUITY OR FOR A DONOR-SPECIFIED PERIOD. PART X, LINE 2: ACCOUNTING STANDARDS REQUIRE AN ORGANIZATION TO EVALUATE ITS TAX POSITIONS AND PROVIDE FOR A LIABILITY FOR ANY POSITIONS THAT WOULD NOT BE CONSIDERED 'MORE LIKELY THAN NOT' TO BE UPHELD UNDER A TAX AUTHORITY EXAMINATION. MANAGEMENT HAS EVALUATED ITS TAX POSITIONS AND HAS CONCLUDED THAT A PROVISION FOR A TAX LIABILITY IS NOT NECESSARY AT FISCAL YEAR-END. GENERALLY, LINDSAY'S INFORMATION RETURNS REMAIN OPEN FOR EXAMINATION FOR A PERIOD OF THREE (FEDERAL) OR FOUR (STATE OF CALIFORNIA) YEARS FROM THE DATE OF FILING. X X X X X X VA DE VI FUNDRAISER 116721 59146 57575 57575 116721 59146 57575 57575 57575 0 X 0 0 0 0 0 0 0 0 0 KAREN DESHAYES EXECUTIVE DIRECTOR 175807 0 0 0 0 0 0 0 0 0 175807 0 0 0 X 99 33086 NET AMOUNT RECEIVED X 127 5209 FAIR MARKET VALUE X SUPPLIES 99 5751 COST 0 0 1 PART I, LINE 32B: LINDSAY IS A PARTICIPANT IN A VEHICLE DONATION PROGRAM OPERATED BY A THIRD-PARTY AGENCY WHICH PHYSICALLY COLLECTS, REPAIRS, AND SUBSEQUENTLY SELLS DONATED VEHICLES, WITH 60 PERCENT OF THE NET PROCEEDS PAID TO LINDSAY. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED BY AN OUTSIDE TAX PROFESSIONAL. THE FORM IS THEN REVIEWED BY LINDSAY'S EXECUTIVE DIRECTOR, FINANCE DIRECTOR, TREASURER, AND AUDIT COMMITTEE INCLUDING CERTAIN MEMBERS OF THE BOARD OF DIRECTORS. THIS GROUP OF INDIVIDUALS THEN DISCUSSES THE CONTENTS OF THE RETURN WITH THE OUTSIDE TAX PROFESSIONAL. AFTER A FULL REVIEW (WITH MODIFICATIONS WHERE NECESSARY), THE FINAL VERSION OF THE TAX RETURN IS PROVIDED TO ALL MEMBERS OF LINDSAY'S VOTING BODY PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C NO INTERESTED PERSON OF LINDSAY SHALL PARTICIPATE IN MAKING OR ATTEMPTING TO INFLUENCE A DECISION IN WHICH HE OR SHE HAS A REAL OR POTENTIAL FINANCIAL INTEREST. A COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS ALL POTENTIAL CONFLICTS OF INTEREST AT LEAST ANNUALLY. ALL PERSONNEL (INCLUDING EMPLOYEES AND VOLUNTEERS) AND BOARD MEMBERS ARE REQUIRED TO DISCLOSE (IN WRITING) POTENTIAL CONFLICTS AND ANY RELATED PARTY AFFILIATIONS. LINDSAY SEEKS FULL TRANSPARENCY ON ALL RELATIONSHIPS. ANY POTENTIAL CONFLICTS (IN FACT OR APPEARANCE) ARE DISCUSSED OPENLY AND RESOLVED IN ACCORDANCE WITH LINDSAY'S POLICIES AND PROCEDURES. FORM 990, PART VI, SECTION B, LINE 15 MEMBERS OF THE BOARD OF DIRECTORS REVIEW THE COMPENSATION OF CERTAIN HIGH-LEVEL PERSONNEL PERIODICALLY IN ACCORDANCE WITH IRS RULES AND REGULATIONS. EFFORTS ARE MADE TO SECURE COMPENSATION DATA FROM INDUSTRY SOURCES IN ORDER TO DETERMINE COMPETITIVENESS AND APPROPRIATENESS OF SALARIES. EVERY EFFORT IS MADE TO ENSURE THAT THE PROCESS IS THOROUGH AND TRANSPARENT IN ACCORDANCE WITH IRS GUIDELINES AND LINDSAY'S POLICIES AND PROCEDURES. THE COMPENSATION OF OTHER EMPLOYEES IS REVIEWED PERIODICALLY BY A MEMBER OF MANAGEMENT. EFFORTS ARE MADE TO SECURE COMPENSATION DATA FROM INDUSTRY SOURCES IN ORDER TO DETERMINE COMPETITIVENESS AND APPROPRIATENESS OF SALARIES AND ALL RELATED BENEFITS. ALL DECISIONS ARE THEN DOCUMENTED IN THE APPROPRIATE PERSONNEL FILES. FORM 990, PART VI, SECTION C, LINE 19 LINDSAY'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MAINTAINED IN A SECURE ENVIRONMENT AND HELD AVAILABLE FOR INSPECTION BY TAX AUTHORITIES AND THE GENERAL PUBLIC AT LINDSAY'S OFFICE IN WALNUT CREEK, CA. TAX RETURNS ARE ALSO POSTED ANNUALLY TO WWW.CANDID.ORG. FORM 990, PART XII, LINE 2C: LINDSAY'S AUDIT COMMITTEE IS RESPONSIBLE FOR THE OVERSIGHT PROCESS OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF ITS INDEPENDENT ACCOUNTANTS. THIS RESPONSIBILITY IS UNCHANGED IN THE CURRENT YEAR FROM THE PRIOR YEAR.