2026-02-11T09:42:28-06:00 2025-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2024-07-01 236050757 VALLEY FORGE EDUCATIONAL SERVICES VALL 6102966725 1777 NORTH VALLEY ROAD MALVERN PA 19355 ELIZABETH LADD CFO 6102966725 2026-02-02 1 1 KERRI N BOGDA P00760402 7177404863 2026-01-28 2024 2025-03-06 01:10:19Z THE VANGUARD SCHOOL AND SERVICES THOMAS QUINN 1777 NORTH VALLEY ROAD MALVERN PA 19355 34504979 0 X WWW.VFES.NET X 1959 PA APPROVED PRIVATE SCHOOL OFFERING EDUC. AND EMPLOY. RELATED OPPORTUNITIES FOR SPECIAL NEEDS CHILDREN. 13 13 349 144 0 0 503314 347824 23492380 26318902 487475 3360223 76587 153419 24559756 30180368 44931 76103 0 0 19775833 21750076 0 0 371914 4336759 4361443 24157523 26187622 402233 3992746 39012424 44442227 4800675 6175546 34211749 38266681 X VFES OFFERS A CONTINUUM OF EDUCATIONAL, SUMMER AND EMPLOYMENT-RELATED PROGRAMS FOR CHILDREN AND ADULTS WITH DISABILITIES. THE HALLMARK OF VFES PROGRAMMING IS ITS COLLABORATIVE AND HOLISTIC APPROACH TO EACH CHILD, ADOLESCENT AND ADULT, RECOGNIZING HIS OR HER UNIQUE ABILITIES AND NEEDS. THE ORGANIZATION IS COMMITTED TO HELPING STUDENTS AND PARTICIPANTS DEVELOP A STRONG SENSE OF SELF-WORTH, DISCOVER THEIR TALENTS, REACH THEIR GOALS AND PLAN FOR THEIR FUTURES. VFES CONTINUES TO FOCUS ON ITS MISSION OF PREPARING CHILDREN AND ADULTS WITH SPECIAL NEEDS TO REALIZE THEIR POTENTIAL AS CONTRIBUTING MEMBERS OF THE COMMUNITY. 0 0 20782703 76103 24020431 IN THE 2024-25 FISCAL YEAR, VALLEY FORGE EDUCATIONAL SERVICES (VFES) BEGAN DOING BUSINESS AS (DBA) THE VANGUARD SCHOOL AND SERVICES (VSS) TO BUILD ON THE 65-YEAR LEGACY OF THE VANGUARD SCHOOL. THROUGH THIS REBRANDED NAME, VSS CONTINUES TO OFFER A CONTINUUM OF EDUCATIONAL, RECREATIONAL, AND EMPLOYMENT-RELATED SERVICES FOR NEURODIVERGENT CHILDREN AND ADULTS. VSS'S MISSION IS TO PREPARE CHILDREN AND ADULTS WITH SPECIAL NEEDS TO REALIZE THEIR POTENTIAL AS CONTRIBUTING MEMBERS OF THE COMMUNITY. VSS FULFILLS THIS MISSION THROUGH THREE SIGNATURE PROGRAMS: THE VANGUARD SCHOOL, VANGUARD RECREATION SERVICES, AND VANGUARD EMPLOYMENT SERVICES.THE VANGUARD SCHOOLESTABLISHED IN 1959, THE VANGUARD SCHOOL WAS THE FIRST PENNSYLVANIA-LICENSED APPROVED PRIVATE SCHOOL (APS). THE VANGUARD SCHOOL SERVES STUDENTS AGED 5-22 WHO REQUIRE A HIGH DEGREE OF INDIVIDUALIZED INSTRUCTION AND CLINICAL SUPPORT AND INTERVENTION. STUDENTS WHO ARE EDUCATED AT THE VANGUARD SCHOOL HAVE BEEN IDENTIFIED AS INDIVIDUALS WITH AUTISM SPECTRUM DISORDERS, DEVELOPMENTAL DISABILITIES, SPEECH-LANGUAGE DEFICITS, INTELLECTUAL DISABILITIES, AND STUDENTS WITH SOCIAL-EMOTIONAL, EXECUTIVE FUNCTIONING, AND BEHAVIORAL DIFFICULTIES. TUITION AT THE VANGUARD SCHOOL IS SATISFIED BY SCHOOL DISTRICT AND PA STATE FUNDING.WHILE ENROLLMENT FLUCTUATES THROUGHOUT THE YEAR, AS OF JUNE 30, 2025, THE VANGUARD SCHOOL SERVED 228 STUDENTS FROM 57 SCHOOL DISTRICTS AND CHARTER SCHOOLS THROUGHOUT PENNSYLVANIA. THE ELEMENTARY SCHOOL SERVED 47 STUDENTS, THE MIDDLE SCHOOL SERVED 46 STUDENTS, AND THE HIGH SCHOOL SERVED 71 STUDENTS. THE POST-SECONDARY PROGRAM, VANGUARD TRANSITION CENTER (VTC), PROVIDED 64 STUDENTS, AGED 18-22, WITH WORKFORCE READINESS SKILLS THROUGH EITHER ON-CAMPUS SKILLS TRAINING OR COMMUNITY-BASED VOCATIONAL TRAINING (CBVT). TWENTY STUDENTS PARTICIPATED IN THE CBVT PROGRAM. CBVT INCREASED FROM 10 TO 14 COMMUNITY WORKSITES, ALLOWING STUDENTS MORE OPPORTUNITIES TO GAIN WORK SKILLS THROUGH INSTRUCTIONAL COACHING. ALSO, SIX STUDENTS RECEIVED THEIR SERVSAFE FOOD HANDLER CERTIFICATION THROUGH OUR ON-CAMPUS PROGRAM, PHIN'S CAFE. PHIN'S CAF IS A STUDENT-RUN COFFEE SHOP AND FOOD ESTABLISHMENT CATERING TO STUDENTS AND STAFF.THE VANGUARD SCHOOL CONTINUED TO ADVANCE ITS MISSION OF PROVIDING HIGH-QUALITY, INDIVIDUALIZED EDUCATION FOR CHILDREN AND ADOLESCENTS WITH DIVERSE LEARNING NEEDS. AS OF MAY 2025, WE HELD 434 INDIVIDUALIZED EDUCATION PROGRAM (IEP) MEETINGS, ENSURING THAT EACH STUDENT RECEIVED TAILORED SUPPORTS ALIGNED WITH THEIR UNIQUE GOALS AND DEVELOPMENTAL PROGRESS.STUDENTS ALSO PARTICIPATED IN MORE THAN 150 COMMUNITY-BASED VOCATIONAL TRAINING (CBVT) TRIPS, OFFERING HANDS-ON WORK EXPERIENCES AND OPPORTUNITIES TO APPLY CLASSROOM LEARNING IN REAL-WORLD SETTINGS. THE HIGH SCHOOL STUDENT COUNCIL DEMONSTRATED STRONG LEADERSHIP AND COMMUNITY ENGAGEMENT THROUGH A FOOD DONATION DRIVE BENEFITING THE CHESTER COUNTY FOOD BANK AND A DONATION DRIVE SUPPORTING HOME OF THE SPARROW, A HOMELESS SHELTER LOCATED IN EXTON, PA.COLLABORATION AND PARTNERSHIP REMAINED CENTRAL TO OUR INSTRUCTIONAL APPROACH. WE CONSULTED WITH THE TIMOTHY SCHOOL TO ENHANCE INSTRUCTIONAL COACHING AND INCORPORATE CONCEPTS OF STRUCTURED TEACHING ACROSS IDENTIFIED CLASSROOMS. ADDITIONALLY, THROUGH OUR ONGOING PARTNERSHIP WITH PATTAN'S AUTISM INITIATIVE, VANGUARD CONTINUED TO IMPLEMENT EVIDENCE-BASED PRACTICES THAT SUPPORT SPECIAL EDUCATION TEAMS THROUGHOUT PENNSYLVANIA. WITH PATTAN'S CONSULTATION, OUR INSTRUCTIONAL COACHES SUPPORTED 12 CLASSROOMS DURING THE YEAR. WE ALSO WELCOMED SANDI SPUHLER AS A NEW INSTRUCTIONAL COACH TO STRENGTHEN THE IMPLEMENTATION OF OUR SOCIAL THINKING CURRICULUM.THE VANGUARD SCHOOL REMAINED DEDICATED TO NURTURING CREATIVITY AND CONFIDENCE THROUGH ARTS AND PERFORMANCE. DURING THE YEAR, 64 STUDENTS PARTICIPATED IN THE ANNUAL SCHOOL MUSICAL AS CAST OR CREW MEMBERS, AND 151 STUDENTS SHOWCASED THEIR TALENTS ACROSS CAMPUS-WIDE TALENT SHOWS. 1760819 2298471 VANGUARD RECREATION SERVICES (VRS)VRS OFFERS EDUCATIONAL AND RECREATIONAL PROGRAMMING FOR CHILDREN AND ADULTS, 7 YEARS OF AGE AND OLDER, AND ADULTS WITH DISABILITIES AND LEARNING CHALLENGES. PROGRAMS ARE DESIGNED TO SUPPORT PARTICIPANTS AS THEY CULTIVATE FRIENDSHIPS, EXPAND THEIR REPERTOIRE OF LEISURE AND RECREATIONAL ACTIVITIES, AND PRACTICE SOCIAL AND DAILY LIVING SKILLS AWAY FROM HOME.RECREATIONAL SERVICES INCLUDE CAMPS, RESPITE, SOCIAL GATHERINGS, COMMUNITY ACTIVITIES, AND RETREATS. IN THE 2024-25 FISCAL YEAR, VRS SUPPORTED 50 INDIVIDUALS, AGES 7-22, AT CAMP VANGUARD, WHICH WAS RUN AT CAMP KWEEBEC IN SCHWENKSVILLE, PA. VRS'S RETREATS AT MT. GILEAD IN STROUDSBURG, PA, SERVED 28 PARTICIPANTS, AND A RETREAT TO CAMP INNABAH SERVED 13 PARTICIPANTS. VRS ALSO ORGANIZED TWO ADULT RETREATS TO FENWICK ISLAND, DE, PROVIDING RESPITE EXPERIENCES TO 18 ADULT PARTICIPANTS, AGES 22-40.VRS CONTINUED TO PROVIDE MEANINGFUL SOCIAL ACTIVITIES FOR ADULTS WITH SPECIAL NEEDS BY HOSTING DANCES, TEACHING LIFELONG ACTIVITIES, MEETING FOR LUNCH AT VARIOUS LOCATIONS, AND ORGANIZING COMMUNITY-BASED DAY TRIPS TO PLACES SUCH AS THE ZOO, AMUSEMENT PARKS, FALL HAYRIDES, BOWLING ESTABLISHMENTS, MUSEUMS, MINIATURE GOLF, AND MORE.VOCATIONAL IMMERSION PROGRAM (VIP)VIP IS A FOUR-WEEK INTENSIVE PRE-EMPLOYMENT PROGRAM FOR PARTICIPANTS AGES 18-24. DURING JUNE 30-JULY 25, 2025, ITS ELEVENTH SEASON, VIP EQUIPPED 19 YOUNG ADULTS WITH CRUCIAL EMPLOYMENT READINESS SKILLS AND VOCATIONAL EXPERIENCES. SIX COMMUNITY WORK SITES WERE DIVIDED AMONG THE 19 PARTICIPANTS TO GET REAL-WORLD WORK EXPERIENCE.VANGUARD EMPLOYMENT SERVICES (VES) FORMERLY CUSTOMIZED WORKFORCE SOLUTIONSTHE CUSTOMIZED WORKFORCE SOLUTIONS PROGRAM REBRANDED IN 2025 TO VANGUARD EMPLOYMENT SERVICES. VES PROVIDES EMPLOYMENT SERVICES THROUGH THE OFFICE OF VOCATIONAL REHABILITATION AND ID/DD & AUTISM WAIVER TO DISABLED ADULTS AGES 20-61. VES PROVIDED EMPLOYMENT PREPARATION, JOB FINDING, AND JOB COACHING SERVICES TO 60 PARTICIPANTS AT 26 INTEGRATED WORK SITES DURING THE 2024-25 FISCAL YEAR. VES EMPLOYMENT SPECIALISTS HAVE ALL ATTAINED ASSOCIATION OF COMMUNITY REHABILITATION EDUCATORS (ACRE) CERTIFICATION AS PART OF THEIR ONBOARDING TRAINING. ACRE IS A NATIONAL MEMBERSHIP ORGANIZATION FOR TRAINERS & EDUCATORS IN THE FIELD OF EMPLOYMENT FOR PEOPLE WITH DISABILITIES.ON SATURDAY, JANUARY 25, 2025, VSS HOSTED ITS SECOND NEURODIVERSE RESOURCE FAIR AND SUMMER CAMP EXPO. THIS EVENT DREW APPROXIMATELY 200 FAMILIES AND 48 SERVICE ORGANIZATIONS/CAMPS, AN INCREASE OF 10 SERVICE ORGANIZATIONS FROM LAST YEAR. THE EVENT ALLOWS ORGANIZATIONS TO PROVIDE VITAL RESOURCES AND CAMP INFORMATION TO VANGUARD FAMILIES AND MEMBERS OF THE COMMUNITY WITH ADULTS AND TRANSITION-AGE YOUTH WITH DISABILITIES. VSS' ANNUAL COMMUNITY DAY, HELD ON SATURDAY, APRIL 27, 2025, WAS WELL-ATTENDED. IT IS ESTIMATED THAT OVER 300 INDIVIDUALS ATTENDED THIS COMMUNITY EVENT. VFES HAD 25 BUSINESS PARTNERS THAT HELPED SUPPORT THIS EVENT. THE PURPOSE OF COMMUNITY DAY IS TO PROVIDE SENSORY-FRIENDLY GAMES AND ACTIVITIES FOR PEOPLE WITH SPECIAL NEEDS AND THEIR FAMILIES IN LOCAL COMMUNITIES. 22543522 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 36 0 349 1 0 0 0 0 0 0 0 0 0 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 PA X ELIZABETH LADD CFO 6102966725 1777 NORTH VALLEY ROAD MALVERN PA 19355 WILLIAM E HENNESSEY CPA BOARD CHAIR 1.00 0.00 X X 0 0 0 VICTORIA MOSCHELLA BOARD VICE CHAIR 1.00 0.00 X X 0 0 0 JACK BIRNBAUM BOARD TRUSTEE 1.00 0.00 X 0 0 0 DR CONSTANCE E BOMPADRE BOARD TRUSTEE 1.00 0.00 X 0 0 0 C AARON BRIGGS BOARD TRUSTEE 1.00 0.00 X 0 0 0 MARK C HELLER BOARD TRUSTEE 1.00 0.00 X 0 0 0 MATTHEW HILDENBRAND BOARD TRUSTEE 1.00 0.00 X 0 0 0 PATRICK NOONAN BOARD TRUSTEE 1.00 0.00 X 0 0 0 DEVANG PATEL BOARD TRUSTEE 1.00 0.00 X 0 0 0 ALLISON SIMS BOARD TRUSTEE 1.00 0.00 X 0 0 0 KRISTEN M WATERFIELD BOARD TRUSTEE 1.00 0.00 X 0 0 0 CHRISTLE SEAL BOARD TRUSTEE 1.00 0.00 X 0 0 0 THAD BRACEGIRDLE BOARD TRUSTEE 1.00 0.00 X 0 0 0 ELIZABETH LADD CFO/TREASURER 37.50 0.00 X 169529 0 40414 CAROL REDDITT BOARD SECRETARY 37.50 0.00 X 71895 0 17864 THOMAS QUINN EXECUTIVE DIRECTOR 37.50 0.00 X 129929 0 10470 GRACE FORNICOLA EXECUTIVE DIRECTOR(UNTIL 7/3/24) 37.50 0.00 X 165389 0 18993 LISA WOOD DIRECTOR OF EDUCATION 37.50 0.00 X 140004 0 33404 VICTORIA FRINGER DIRECTOR OF IT 37.50 0.00 X 140158 0 24337 THOMAS SMITH ASST. DIR. OF EDUCATION 37.50 0.00 X 111721 0 21252 ELIZBETH BURCKLEY ASST. DIRECTOR OF RELATED SERVICES 36.30 0.00 X 116855 0 21110 1045480 0 187844 14 0 1 0 COMPUTER SYSTEMS RESOURCE INC 1521 MCDANIEL DR WEST CHESTER PA 19380 IT SERVICES 220016 LINTONS MANAGED SERVICES 4 SENTRY PARKWAY BLUE BELL PA 19422 CATERING 134266 WHITSONS CULINARY GROUP 1800 MOTOR PARKWAY ISLANDIA NY 11749 CATERING 117653 PROCARE THERAPY 5550 PEACHTREE PKWY STE 500 PEACHTREE CORNERS GA 30092 THERAPY SERVICES 105370 GOSHENS MECHANICAL CONTRACTOR 640 SNYDER AVE WEST CHESTER PA 19382 REPAIRS 104801 5 22700 112331 212793 8958 347824 TUITION 611710 24020431 24020431 SUMMER SCHOOL 611710 1608569 1608569 SUMMER ACTIVITIES FEES 611710 419685 419685 EMPLOYMENT TRAINING PROGRAM 611710 270217 270217 26318902 662266 662266 4680 10665 -5985 -5985 -5985 6995686 4297729 2697957 2697957 2697957 15111 22700 16217 -1106 -1106 FOOD SERVICE 900099 101347 101347 ON CAMPUS CAFE REV. 900099 25832 25832 ALL OTHER REV 900099 20580 20580 12751 12751 160510 30180368 26318902 0 3513642 76103 76103 587225 270738 316487 16491944 14597726 1611373 282845 934595 821919 99749 12927 2481749 2262976 188026 30747 1254563 1096438 137701 20424 56894 56894 60023 60023 1482038 1226716 255322 79544 76791 2753 304362 231419 72943 312849 107450 187495 17904 255957 230872 25085 39743 28848 10617 278 18589 15281 1230 2078 9359 9359 742241 727420 14821 168200 133457 34743 EQUIPMENT RENTAL 249003 200249 45385 3369 REPAIRS & MAINTENANCE 230783 201586 29197 STUDENT ACTIVITIES 137490 137490 STAFF ACTIVITIES 49442 29080 20362 164926 147754 18583 -1411 26187622 22543522 3272186 371914 1070282 1052839 800990 1303813 9299 1585965 1535453 253611 226641 22322054 12071893 10388942 10250161 24285682 29605272 626952 458749 39012424 44442227 2174141 3591180 1950661 2066944 675873 517422 4800675 6175546 X 32709954 36584590 1501795 1682091 34211749 38266681 39012424 44442227 3992746 62186 0 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1223824 200444 1424268 1016800 207024 1223824 881318 7916 127566 1016800 983045 66425 -160237 7915 881318 774690 211790 3435 983045 0.00000 1.00000 0.00000 0 0 867680 867680 17003477 9175614 7827863 3334042 2419151 914891 1116855 477128 639727 10250161 STUDENT ACTIVITIES ACCOUNT 15388 LEASES PAYABLES 502034 517422 X 30193333 62186 -76103 -13917 30207250 -26882 -26882 30180368 26138401 26882 26882 26111519 76103 76103 26187622 PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT FUNDS ARE INTENDED TO BE USED FOR PURPOSES OF PROVIDING FINANCIAL ASSISTANCE TO STUDENTS AND FAMILIES FOR PROGRAM TUITION AND FEES PURPOSES. SUCH FUNDS HAVE BEEN ESTABLISHED AS PERMANENTLY RESTRICTED FOR FINANCIAL ASSISTANCE PURPOSES. PART X, LINE 2: THE ORGANIZATION ACCOUNTS FOR UNCERTAINTIES IN INCOME TAXES IN ACCORDANCE WITH AUTHORITATIVE GUIDANCE, WHICH PRESCRIBES A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD HAS BEEN MET. THE ORGANIZATION'S POLICY IS TO RECOGNIZE INTEREST RELATED TO UNRECOGNIZED TAX BENEFITS IN INTEREST EXPENSE AND PENALTIES IN OPERATING EXPENSES. NO INTEREST OR PENALTIES WERE RECOGNIZED IN 2024 OR 2023. THE ORGANIZATION'S FEDERAL EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURNS FOR 2024, 2023 AND 2022 REMAIN SUBJECT TO EXAMINATION BY THE IRS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FINANCIAL AID TO STUDENTS -76,103. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -10,665. FUNDRAISING EXPENSES -16,217. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 10,665. FUNDRAISING EXPENSES 16,217. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID TO STUDENTS 76,103. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE ORGANIZATION STATES ITS NON-DISCRIMINATORY POLICY IN ITS ADVERTISING BROCHURES, ANNUAL REPORT, AND PROMOTIONAL MATERIALS. SCHEDULE E, PART I, LINE 6 THE ORGANIZATION RECEIVES AN IDEA-B FEDERAL GRANT. THE ORGANIZATION ALSO RECEIVES TUITION FROM PENNSYLVANIA. X COMMUNITY DAY 37811 22700 15111 366 5575 6785 3491 37811 22700 15111 366 5575 6785 3491 16217 -1106 1 FINANCIAL AID 24 76103 0 PART I, LINE 2: THE ORGANIZATION MAINTAINS APPROPRIATE DOCUMENTATION AND SUBSTANTIATION OF AMOUNTS GRANTED FOR FINANCIAL AID PURPOSES. THE APPLICANT'S REQUEST FOR FINANCIAL AID INCLUDING ALL REQUIRED APPLICATION INFORMATION AND FINANCIAL BACKGROUND IS SUBMITTED TO THE ORGANIZATION FOR REVIEW. A FINANCIAL AID COMMITTEE OF THE ORGANIZATION REVIEWS ALL FINANCIAL AID APPLICATIONS AND RELATED FINANCIAL INFORMATION IN ORDER TO DETERMINE THE FINANCIAL STATUS AND ELIGIBILITY OF THE APPLICANT. EACH APPLICATION FOR FINANCIAL AID IS REVIEWED BY THE FINANCIAL AID COMMITTEE AND ACTUAL AID IS AWARDED BASED ON FINANCIAL NEEDS AND STATUS OF THE APPLICANTS. ONCE FINANCIAL AID HAS BEEN AWARDED IN ACCORDANCE WITH THE DECISIONS REACHED BY THE FINANCIAL AID COMMITTEE, THE CHIEF FINANCIAL OFFICER THEN IMPLEMENTS THE AWARDS AND MONITORS THE ACTUAL FINANCIAL AID CONFIRMING ALL APPLICANTS ARE CREDITED WITH THE ACTUAL APPROVED AMOUNTS OF FINANCIAL AID. X X X 0 0 0 0 0 0 0 0 0 ELIZABETH LADD CFO/TREASURER 169529 0 0 0 0 0 16274 0 24140 0 209943 0 0 0 GRACE FORNICOLA EXECUTIVE DIRECTOR(UNTIL 7/3/24) 143389 0 22000 0 0 0 12492 0 6501 0 184382 0 0 0 LISA WOOD DIRECTOR OF EDUCATION 140004 0 0 0 0 0 13317 0 20087 0 173408 0 0 0 VICTORIA FRINGER DIRECTOR OF IT 140158 0 0 0 0 0 12717 0 11620 0 164495 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B BEFORE FILING WITH THE IRS, THE FORM 990 IS REVIEWED FIRST BY THE FINANCE COMMITTEE OF THE BOARD OF TRUSTEES, WHICH INCLUDES THE EXECUTIVE MANAGEMENT OF THE ORGANIZATION. THE FINANCE COMMITTEE CONDUCTS A THOROUGH REVIEW OF THE FORM 990 PRIOR TO THE MEETING OF THE FULL BOARD OF TRUSTEES, REVIEWING ALL LINE ITEMS OF THE CORE FORM AS WELL AS A REVIEW OF ALL RELATED SCHEDULES. AFTER REVIEW AND APPROVAL OF THE FORM 990 BY THE FINANCE COMMITTEE, THE FORM 990 IS PRESENTED TO THE FULL BOARD OF TRUSTEES FOR REVIEW. ALL TRUSTEES ARE PROVIDED A COMPLETE COPY OF THE FORM 990 FOR REVIEW PURPOSES. AFTER ALL BOARD MEMBERS REVIEW AND APPROVE THE FORM 990, THE EXECUTIVE MANAGEMENT OF THE ORGANIZATION THEN SUBMITS THE COMPLETED FORM 990 TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS AND SENIOR MANAGEMENT SIGN A CONFLICT ON INTEREST DISCLOSURE FORM EACH YEAR INDICATING ANY POTENTIAL CONFLICTS OF INTEREST. FAMILY AND BUSINESS RELATIONSHIPS ARE EXPRESSLY MENTIONED IN THE CONFLICT OF INTEREST DISCLOSURE. BOTH EXECUTIVE MANAGEMENT AND THE BOARD CHAIR AND VICE CHAIR MONITOR THE POLICY TO ENSURE COMPLIANCE. CONFLICTS ARE RESOLVED THROUGH BOARD AND EXECUTIVE MANAGEMENT REVIEW. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE OF THE BOARD DETERMINES THE COMPENSATION FOR THE EXECUTIVE DIRECTOR. THE COMMITTEE PERFORMS AN INTERNAL SURVEY PROCESS THAT INCLUDES COMPARISON OF SALARIES WITHIN THE INDUSTRY TO ENSURE OFFICERS' COMPENSATION IS WITHIN FAIR MARKET RANGE. OTHER KEY OFFICERS' COMPENSATION IS REVIEWED AND APPROVED AS PART OF THE OVERALL ORGANIZATION'S COMPENSATION APPROVAL PROCESS. FORM 990, PART VI, SECTION C, LINE 19 THE CONFLICT OF INTEREST POLICY, GOVERNING DOCUMENTS, AND AUDITED FINANCIAL STATEMENTS OF THE ORGANIZATION ARE AVAILABLE AND PROVIDED TO THE PUBLIC UPON REQUEST. COPIES OF THE AUDITED FINANCIAL STATEMENTS MAY BE OBTAINED EITHER IN PERSON AT THE CORPORATE OFFICES OR MAY BE MAILED TO THE INTERESTED PARTY. AN ABBREVIATED VERSION OF THE FINANCIAL STATEMENTS IS ALSO INCLUDED AS PART OF THE ORGANIZATION'S ANNUAL REPORT WHICH IS AVAILABLE TO THE PUBLIC UPON REQUEST.