2024-11-15T15:32:00-06:00 2023-12-31 770051130 ABBOTT STRINGHAM & LYNCH 1901 S BASCOM AVE STE 105 CAMPBELL CA 95008 990 2023-01-01 271067272 CODE FOR AMERICA LABS INC CODE 4158161286 972 MISSION STREET FLOOR 5 SAN FRANCISCO CA 94103 AMANDA RENTERIA CHIEF EXECUTIVE OFFICER 4158161286 2024-11-15 1 0 SHEBA B DALANEY P00351252 4083778700 2024-11-15 2023 2024-10-15 13:58:12Z AMANDA RENTERIA 972 MISSION STREET FLOOR 5 SAN FRANCISCO CA 94103 44069699 0 X WWW.CODEFORAMERICA.ORG X 2009 CA CODE FOR AMERICA IS A NONPROFIT THAT BELIEVES GOVERNMENT CAN WORK IN THE DIGITAL AGE. 6 5 240 0 0 0 32041020 34703616 1960812 2401811 290407 820419 752 0 34292991 37925846 0 0 0 0 29458029 33876882 0 0 1318564 9160340 9536154 38618369 43413036 -4325378 -5487190 91848518 86095198 1668013 895892 90180505 85199306 X CODE FOR AMERICA (CFA) WORKS SHOULDER TO SHOULDER WITH COMMUNITY ORGANIZATIONS AND GOVERNMENT TO BUILD DIGITAL TOOLS AND SERVICES, CHANGE POLICIES, AND IMPROVE PROGRAMS. CFA BELIEVES GOVERNMENT CAN WORK FOR THE PEOPLE, BY THE PEOPLE, IN THE DIGITAL AGE AND THAT 0 0 21770971 20107947 SAFETY NETWE'RE MODERNIZING THE DIGITAL DELIVERY OF BENEFITS FOR EQUITABLE OUTCOMES WITH THE GOAL OF DELIVERYING $30 BILLION IN BENEFITS TO 13 MILLION PEOPLE ACROSS 15 STATES. IN 2023 WE:-CONTINUED OUR FIRST COHORT OF THE SAFETY NET INNOVATION LAB AND SECURED COMMITMENTS FOR OUR SECOND COHORT, REPRESENTING 10 OUT OF 15 TOTAL STATE PARTNERSHIPS. WE COMPLETED DISCOVERY AND IDENTIFIED EFFECTIVE DELIVERY INTERVENTIONS FOR THE FIRST COHORT AND KICKED OFF DISCOVERY FOR THE SECOND COHORT.-LAUNCHED RESOURCES TO ADVANCE GOVERNMENT ADOPTION OF SAFETY NET BEST PRACTICES, INCLUDING PRIORITIES FOR FARM BILL POLICY THAT IMPACT NUTRITION ASSISTANCE PROGRAMS AND THE BENEFITS ENROLLMENT FIELD GUIDE, A PUBLIC ASSET THAT OFFERS A COMPREHENSIVE LOOK AT THE ONLINE ENROLLMENT EXPERIENCE FOR MEDICAID (MAGI), SNAP, TANF, WIC, AND CHILDCARE ASSISTANCE (CCAP) IN EACH STATE.-SUPPORTED FEDERAL AND STATE GOVERNMENT AS IT LAUNCHED THE FIRST NEW PERMANENT SOCIAL SAFETY NET PROGRAM IN NEARLY 50 YEARS: SUMMER EBT, A MONTHLY GROCERY BENEFIT PROVIDED TO FAMILIES DURING THE SUMMER MONTHS WHEN CHILDREN ARE NOT RECEIVING MEALS AT SCHOOL. WE CREATED THE SUMMER EBT PLAYBOOK, WHICH IS A COMPREHENSIVE, FREE RESOURCE DESIGNED TO HELP STATE AGENCIES PLAN FOR AND IMPLEMENT A HUMAN-CENTERED SUMMER EBT PROGRAM. 5412520 10972741 EITC (EARNED INCOME TAX CREDIT)OUR TAX BENEFITS PORTFOLIO SEEKS TO FUNDAMENTALLY CHANGE HOW AMERICANS WITH LOW OR NO INCOMES ACCESS THE TAX CREDITS AND FLEXIBLE CASH OWED TO THEM. OUR GOAL IS TO CLOSE THE $40 BILLION TAX BENEFITS GAP AND SIMPLIFY THE TAX FILING PROCESS. IN 2023, WE:-SIMPLIFIED THE TAX FILING PROCESS AND HELPED PEOPLE ACHIEVE THE FINANCIAL STABILITY THEY DESERVE BY CONTINUING TO PROVIDE GETYOURREFUND. GETYOURREFUND IS A FREE, TRUSTWORTHY TAX FILING SERVICE DEVELOPED IN PARTNERSHIP WITH THE IRS AND VITA VOLUNTEER TAX PREPARATION PARTNERS AS A DIGITAL PLATFORM FOR VITA-ASSISTED FILING.-DEVELOPED AN INTEGRATED STATE FILING STRATEGY TO COMPLEMENT FEDERAL DIRECT FILE, IN RESPONSE TO THE IRS'S DIRECT FILE ANNOUNCEMENT. WE'RE PARTNERING WITH STATE TAX DEPARTMENTS TO IMPLEMENT TAX FILING FOR DIRECT FILE USERS IN ARIZONA AND NEW YORK, TWO OF THE THREE STATES THAT ARE PROVIDING INTEGRATED STATE TAX FILING DURING THE DIRECT FILE PILOT YEAR.-ADVOCATED FOR POLICIES THAT SIMPLIFY THE TAX PROCESS. SHAPED THE NATIONAL CONVERSATION ABOUT SIMPLIFYING TAX FILING, PUBLISHING HUNDREDS OF PAGES OF RESEARCH AND RECOMMENDATIONS BASED ON OUR EXPERIENCE RUNNING GETCTC, THE ONLY SIMPLIFIED FILING TOOL FOR THE ENTIRE FEDERAL GOVERNMENT FROM 2020-2022 WHEN SIMPLIFIED FILING WAS ALLOWED FOR THE CHILD TAX CREDIT AND OTHER TAX BENEFITS. THESE INCLUDED OUR MARQUEE PUBLICATION OUTLINING WHAT AN IRS DIRECT FILING TOOL COULD LOOK LIKE; OUR DETAILED DATA ON THE IMPORTANCE OF WAIVING INCOME REPORTING REQUIREMENTS FOR LOW-INCOME HOUSEHOLDS; THOROUGH ANALYSIS OF OUTREACH AVENUES FOR TAX BENEFITS.-CELEBRATED THE IRS'S HISTORIC STEP ANNOUNCED IN MAY TO BUILD A FREE, PUBLIC, EASY-TO-USE DIRECT FILE TOOL THAT WOULD LET PEOPLE FILE THEIR TAXES DIRECTLY WITH THE GOVERNMENT. WE CO-LAUNCHED THE COALITION FOR FREE AND FAIR FILING WITH OTHER LEADING NATIONAL ORGANIZATIONS, WHERE WE HAVE HELPED ORGANIZE THE SUPPORT OF 203 ORGANIZATIONS AROUND THE COUNTRY, 99 MEMBERS OF CONGRESS, 134 LEADING TAX RESEARCHERS AND EXPERTS, AND LEADERS IN THE VITA FIELD; AND PUBLISHED CRITICAL EXPLAINERS ON DIRECT FILE PROGRESS. 2336911 2216335 CLEAR MY RECORD70-100 MILLION PEOPLE IN AMERICA HAVE A CRIMINAL RECORD HOLDING THEM BACK FROM OPPORTUNITY. WE WORK TO FUNDAMENTALLY TRANSFORM THE PROCESS OF CLEARING RECORDS TO ELIMINATE BARRIERS FOR PEOPLE TRYING TO MOVE FORWARD WITH THEIR LIVVES. IN 2023, WE:-SUPPORTED A NEW RECORD CLEARANCE LAW IN MINNESOTA ALONG WITH ONGOING LEGISLATIVE CAMPAIGNS IN EIGHT STATES. WE'RE INTEGRATING TECHNICAL BEST PRACTICES FOR IMPLEMENTATION INTO LEGISLATION AND DESIGNING POLICY SOLUTIONS THAT TAKE INTO ACCOUNT GOVERNMENT'S EXISTING TECHNOLOGY AND DATA AVAILABILITY, SO THAT GOVERNMENT AGENCIES CAN SUCCESSFULLY IMPLEMENT POLICY ONCE PASSED. ONCE IMPLEMENTED, 296,000 RECORDS WILL BE CLEARED, REMOVING THE BURDEN FROM JUSTICE-IMPACTED INDIVIDUALS.-CONTINUED TO PARTNER WITH THE STATE OF UTAH TO CLEAR CONVICTIONS OF ELIGIBLE PEOPLE. UTAH HAS ADOPTED THE CODE AND TECHNICAL PROCESS WE BUILT TO IDENTIFY AND CONTINUALLY CLEAR RECORDS AS THEY MEET ELIGIBILITY REQUIREMENTS. CODE FOR AMERICA IS SUPPORTING THE STATE IN ADOPTING THE SOFTWARE REQUIRED TO SUCCESSFULLY AUTOMATE ITS EXPUNGEMENT PROCESS FOR QUALIFYING MISDEMEANOR RECORDS. UTAH'S AUTOMATIC PROCESS WILL BE FULLY OPERATIONAL IN 2024 - CLEARING RECORDS AUTOMATICALLY AS SOON AS THEY BECOME ELIGIBLE.-DEVELOPED A TOOL TO ANALYZE CRIMINAL JUSTICE DATA IN ALL 50 STATES EFFICIENTLY AND EFFECTIVELY. THE TOOL CAN AGGREGATE AND FORMAT STATE CRIMINAL JUSTICE DATA, TRANSFORM IT TO DIAGNOSE AND PROBLEM-SOLVE IMPLEMENTATION CHALLENGES, AND EVALUATE THE PROSPECTIVE IMPACTS OF NEW POLICIES TO INCREASE EQUITY AND REDUCE BARRIERS IN IMPLEMENTING AUTOMATIC RECORD CLEARANCE. WE PLAN TO SHARE THESE OUTPUTS AND RESULTS WITH OUR POLICY PARTNERS IN STATE GOVERNMENT AND ADVOCACY ORGANIZATIONS.-MADE IT EASIER FOR THE GOVERNMENT TO IMPLEMENT AUTOMATION. USING PROCESSES WE HELPED CO-CREATE, MICHIGAN, CONNECTICUT, AND CALIFORNIA LAUNCHED AUTOMATIC RECORD CLEARANCE IMPLEMENTATION. THESE STATES WERE ABLE TO ADAPT THEIR SYSTEMS AND OPERATIONS TO IMPLEMENT SUCCESSFULLY. TO DATE, THE PROCESSES WE HELPED CO-CREATE IN THESE STATES HAVE ALLOWED MILLIONS OF PEOPLE TO HAVE THEIR ELIGIBLE RECORDS CLEARED. 3367338 3808404 ADVANCING ECONOMIC MOBILITY WITH LOCAL INITIATIVEWE'RE HELPING LOCAL GOVERNMENTS AND ALLIED ORGANIZATIONS ACHIEVE BETTER OUTCOMES FOR RESIDENTS AND IMPROVE LOCAL CAPABILITY TO USE EQUITABLE DIGITAL SERVICES. IN 2023, WE:-PARTNERED WITH SHELBY COUNTY AND THE CITY OF MEMPHIS TO DEMONSTRATE HOW TO STRENGTHEN COMMUNITIES BY EMPOWERING THOSE WHO HAVE BEEN MOST DISCONNECTED. WE PROVIDED TECHNICAL ASSISTANCE FOR A CITY OF MEMPHIS PROGRAM INTENDED TO REMOVE BARRIERS AND CONNECT THE GAP BETWEEN PREPARATION AND OPPORTUNITY FOR YOUNG PEOPLE DISCONNECTED FROM EMPLOYMENT AND EDUCATION OPPORTUNITIES. THIS LED TO SHELBY COUNTY FUNDING A YOUTH PARTICIPATORY ACTION RESEARCH PILOT. IT WILL TRAIN AND COMPENSATE YOUNG ADULTS TO LEAD COMMUNITY RESEARCH AND CO-DESIGN RECOMMENDATIONS FOR SUPPORTING OPPORTUNITY YOUTH IN THE REGION.-ENRICHED THE DATA IN SAN ANTONIO NEEDED TO EVALUATE AND IMPROVE CHILDCARE SERVICES FOR LATINA WOMEN LIVING IN POVERTY. THE CITY'S READY TO WORK PROGRAM WILL USE THE FINDINGS TO ADVOCATE FOR MORE FUNDING TO SUPPORT CHILDCARE FOR RESIDENTS WITH LOW INCOMES GOING THROUGH THEIR WORKFORCE DEVELOPMENT PROGRAM.-SUPPORTED THE CITY OF ALBUQUERQUE'S EFFORTS TO EXPAND HOMEOWNERSHIP FOR BLACK RESIDENTS BETWEEN THE AGES OF 18 AND 45 BY EVALUATING THE PAIN POINTS IN THE HOME-BUYING JOURNEY. WE CONDUCTED INTERVIEWS WITH BLACK RESIDENTS TO UNDERSTAND PERCEPTIONS AND CHALLENGES AROUND THE HOME-BUYING JOURNEY AND PROVIDED RECOMMENDATIONS TO THE CITY TO INCREASE BLACK HOMEOWNERSHIP. 3367338 3808404 32887740 1 1 0 1 0 0 0 0 0 0 1 1 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 0 1 0 0 0 0 0 0 0 0 1 32 0 1 240 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 5 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 CA X X AMANDA RENTERIA 4158161286 972 MISSION STREET FLOOR 5 SAN FRANCISCO CA 94103 AMANDA RENTERIA CHIEF EXECUTIVE OFFICER 40.00 X X 348742 0 19908 SHONA BROWN TREASURER 1.00 X X 0 0 0 KATIE BIBER CHEN SECRETARY 1.00 X X 0 0 0 TIMOTHY O'REILLY BOARD MEMBER 1.00 X 0 0 0 JOHN LILLY BOARD CHAIR 1.00 X X 0 0 0 WENDY DE LA ROSA BOARD MEMBER 1.00 X 0 0 0 JIM SHELTON BOARD OBSERVER 1.00 X 0 0 0 SPENCER KYMPTON BOARD OBSERVER 1.00 X 0 0 0 LOUIS MOORE CHIEF TECHNOLOGY OFFICER 40.00 X 219748 0 12784 ARLENE CORBIN LEWIS CHIEF MARCOMMS OFFICER 40.00 X 254964 0 8910 TRACEY PATTERSON CHIEF PROGRAM OFFICER 40.00 X 236453 0 26580 DAVID SCHLENDORF CHIEF FINANCIAL OFFICER 40.00 X 274376 0 37983 SCOTT JOHNSTON CHIEF PRODUCT OFFICER 40.00 X 61731 0 138 SHAWNA HEIN VP, DESIGN 40.00 X 195736 0 24395 RAFAEL SANTANDER VP, ENGINEERING 40.00 X 105238 0 12134 KERRY RODDEN SR PRIN DATA SCIENTIST 40.00 X 185460 0 33256 RADHAKRISHNAN VRAJMOHAN PRINCIPAL SOFTWARE ENGINEE 40.00 X 196843 0 9125 MICHAEL COWDEN SR DIRECTOR, SOLUTION ENG 40.00 X 205631 0 30047 DIMITRI DEFIGUEIREDO PRIN SECURITY ENGINEER 40.00 X 190578 0 25112 YASMIN S FODIL CHIEF OF STAFF 40.00 X 188629 0 16837 2664129 0 257209 146 0 1 0 WMBE PAYROLLING INC 9475 CHESAPEAKE DRIVE SAN DIEGO CA 92123 STAFFING 581751 972 MISSION II LLC 972 MISSION ST 4TH FL SAN FRANCISCO CA 94103 OFFICE LEASE 571558 CENTER ON BUDGET AND POLICY PRIORITIES 1275 FIRST NE SUITE 1200 WASHINGTON DC 20002 CONSULTING 521833 SPENCERSTUART PO BOX 98991 CHICAGO IL 60693 LEGAL 470000 LEWIS BRISBOIS BISGAARD & SMITH LLP 633 W 5TH SUITE 4000 LOS ANGELES CA 90071 LEGAL 219254 12 7708522 26995094 1595198 34703616 CONSULTING SERVICES 541610 1882497 1882497 EVENT ADMISSION FEES 900099 306634 306634 EVENT SPONSORSHIP 900099 212180 212180 SPEAKER FEES 900099 500 500 2401811 886946 886946 6077326 6143853 -66527 -66527 -66527 37925846 2401811 0 820419 1696987 847556 779683 69748 25931673 20911422 4194856 825395 693066 545825 124786 22455 3456342 2748096 598026 110220 2098814 1652923 377891 68000 2230976 1499038 616728 115210 316878 316878 103760 103760 63119 63119 1229776 998475 231219 82 193192 160096 27374 5722 1749747 1449998 247929 51820 590590 489416 83683 17491 822605 532752 280806 9047 820997 531710 280257 9030 190553 140932 45736 3885 123791 91555 29712 2524 BOARD RELATED EXPENSES 710842 710842 PROFESSIONAL DEV. 128188 94807 30768 2613 BRIGADES PAYOUTS 125421 92761 30103 2557 BANK FEES 78535 58084 18850 1601 57184 42294 13726 1164 43413036 32887740 9206732 1318564 9668609 4913016 97660 2676756 52197266 54438651 239977 251900 1048775 1044525 194803 4250 28630457 23320024 819746 490601 91848518 86095198 918753 488389 749260 407503 1668013 895892 X 10356384 11435861 79824121 73763445 90180505 85199306 91848518 86095198 X -5487190 505992 -1 X 0 1 X 1 1 1 X 14073670 33320596 91034806 32041020 34703616 205173708 14073670 33320596 91034806 32041020 34703616 205173708 76507448 128666260 98539 38551 29943 291159 886946 1345138 854248 1222914 997255 1960812 2401811 7437040 213955886 0.60140 0.60780 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 419 81051 81470 43331568 43413038 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 78939 61463 148425 81470 370297 250000 250000 250000 250000 1000000 1500000 2028 2950 419 5397 897400 897400 0 151375 147125 4250 4250 VIA TRANSPORTATION STOCK 1264048 C CHARLES SCHWAB CAPITAL FUND 19740106 C CHARLES SCHWAB INVESTMENT 1153 C SHORT-TERM INVESTMENTS 2314717 C 23320024 LEASE LIABILITY 311819 RETIREMENT PLAN CONTRIB PAYABLE 87974 HSA LIABILITY 7710 407503 X 39193983 505992 762146 1268138 37925845 1 1 37925846 44175182 762146 762146 43413036 0 43413036 PART X, LINE 2: THE ORGANIZATION IS CONSIDERED TO BE A PUBLIC CHARITY AND IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION IS EXEMPT FROM STATE TAX UNDER STATE OF CALIFORNIA REVENUE AND TAXATION CODE SECTION 23701D. ONLY UNRELATED BUSINESS INCOME IS SUBJECT TO FEDERAL AND STATE INCOME TAX. SINCE ALL THE ORGANIZATION'S INCOME IS RELATED TO ITS EXEMPT PURPOSE, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE ORGANIZATION HAS ADOPTED THE ACCOUNTING STANDARD RELATED TO UNCERTAINTIES IN INCOME TAXES. THE ORGANIZATION EVALUATES UNCERTAIN TAX POSITIONS THROUGH ITS REVIEW OF THE SOURCE OF REVENUE TO IDENTIFY UNRELATED BUSINESS INCOME AND CERTAIN OTHER MATTERS, INCLUDING THOSE WHICH MAY AFFECT ITS TAX EXEMPT STATUS. MANAGEMENT BELIEVES THEIR ESTIMATES RELATED TO INCOME TAX UNCERTAINTIES ARE APPROPRIATE BASED ON THE CURRENT FACTS AND CIRCUMSTANCES. THE ORGANIZATION'S FEDERAL RETURNS OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) FOR YEARS ENDED DECEMBER 31, 2020 AND AFTER ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY ARE FILED. THE ORGANIZATION'S STATE RETURNS (FORM 199) FOR THE YEARS ENDED DECEMBER 31, 2019 AND AFTER COULD BE SUBJECT TO EXAMINATION BY STATE (CALIFORNIA) TAXING AUTHORITIES, GENERALLY FOR FOUR YEARS AFTER THEY ARE FILED. PART XI, LINE 2D - OTHER ADJUSTMENTS: ROUNDING PART XI, LINE 4B - OTHER ADJUSTMENTS: ROUNDING 1. PART XII, LINE 4B - OTHER ADJUSTMENTS: ROUNDING X X X X 0 0 0 0 0 0 0 0 0 AMANDA RENTERIA CHIEF EXECUTIVE OFFICER 348742 0 0 0 0 0 4813 0 15095 0 368650 0 0 0 DAVID SCHLENDORF CHIEF FINANCIAL OFFICER 274376 0 0 0 0 0 8415 0 29568 0 312359 0 0 0 ARLENE CORBIN LEWIS CHIEF MARCOMMS OFFICER 244964 0 10000 0 0 0 8100 0 810 0 263874 0 0 0 TRACEY PATTERSON CHIEF PROGRAM OFFICER 226453 0 10000 0 0 0 8115 0 18465 0 263033 0 0 0 MICHAEL COWDEN SR DIRECTOR, SOLUTION ENG 195631 0 10000 0 0 0 6940 0 23107 0 235678 0 0 0 LOUIS MOORE CHIEF TECHNOLOGY OFFICER 219748 0 0 0 0 0 5458 0 7326 0 232532 0 0 0 SHAWNA HEIN VP, DESIGN 195736 0 0 0 0 0 5912 0 18483 0 220131 0 0 0 KERRY RODDEN SR PRIN DATA SCIENTIST 185460 0 0 0 0 0 5301 0 27955 0 218716 0 0 0 DIMITRI DEFIGUEIREDO PRIN SECURITY ENGINEER 190578 0 0 0 0 0 4035 0 21077 0 215690 0 0 0 RADHAKRISHNAN VRAJMOHAN PRINCIPAL SOFTWARE ENGINEE 196843 0 0 0 0 0 1990 0 7135 0 205968 0 0 0 YASMIN S FODIL CHIEF OF STAFF 178629 0 10000 0 0 0 5743 0 11094 0 205466 0 0 0 X 3 1595198 MARKET PRICE 0 1 0 FORM 990, PART III, LINE 1 DESCRIPTION OF ORGANIZATION MISSION GOVERNMENT AT ALL LEVELS CAN AND SHOULD WORK WELL FOR ALL PEOPLE. CFA USES INSIGHTS AND IDEAS FROM REAL PEOPLE TO GUIDE IT TO REAL SOLUTIONS THAT BREAK DOWN BARRIERS TO MEET COMMUNITY NEEDS AND IMPROVE GOVERNMENT IN MEANINGFUL WAYS. CFA'S GOAL IS A RESILIENT SOCIETY THAT EFFECTIVELY AND EQUITABLY SERVES ALL AMERICANS, STARTING WITH THOSE WHO HAVE BEEN MARGINALIZED AND EXCLUDED. AMERICA IS ONE OF THE MOST RESOURCED COUNTRIES IN THE WORLD - YET 37 MILLION RESIDENTS LIVE IN POVERTY, WITH MILLIONS MORE STRUGGLING TO GET BY. GOVERNMENT CAN MEET THIS PROBLEM AT SCALE, AND TECHNOLOGY IS THE BEST TOOL WE HAVE TO MAKE SURE IT CAN DO SO EFFICIENTLY, EFFECTIVELY, AND EQUITABLY. TOO OFTEN, PEOPLE FACE MAJOR BURDENS WHEN TRYING TO ACCESS GOVERNMENT SERVICES - ESPECIALLY THOSE WHO ARE ALREADY MOST MARGINALIZED. AT CODE FOR AMERICA, WE'RE CHANGING THESE SYSTEMS. FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT OF THE FORM 990 WILL BE CIRCULATED TO THE BOARD FOR MEMBERS TO REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C CFA HAS A BOARD APPROVED CONFLICT OF INTEREST POLICY. NEW MEMBERS ARE PROVIDED A COPY TO REVIEW AND ACKNOWLEDGE. PERIODICALLY THE POLICY IS REDISTRIBUTED TO ALL MEMBERS FOR REACKNOWLEDGEMENT. IF A CONFLICT WERE TO ARISE, THE CONFLICTED MEMBER WOULD RECUSE THEMSELVES FROM THE BOARD'S CONSIDERATION, DELIBERATION AND VOTING ON THE MATTER. FORM 990, PART VI, SECTION B, LINE 15 THE HR MANAGER LEADS A SALARY REVIEW TWICE A YEAR WITH MANAGERS AND REVIEWS RECOMMENDATIONS ON SALARY INCREASES. THE INCREASES ARE REVIEWED BY THE CEO, CHIEF FINANCIAL AND PEOPLE OFFICER AND CHIEF TECHNOLOGY OFFICER. COMPENSATION CHANGES FOR EXECUTIVES ARE ALSO REVIEWED BY THE CEO AND A SUBSET OF THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE FORM 990 AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON CFA'S WEBSITES AND UPON REQUEST. FORM 990, PART XI, LINE 9: ROUNDING -1.