2024-10-09T20:30:20-05:00 2023-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 225 S 6TH ST 2300 MINNEAPOLIS MN 55402 990 2023-01-01 410795254 THE ARC MINNESOTA INC ARCM 9529200855 641 FAIRVIEW AVE N 195 ST PAUL MN 55104 JESSICA THOMPSON CFO/INTERIM CEO 9529200855 2024-10-08 1 1 KAREN A GRIES P00078514 6128764500 2024-10-08 2023 2024-10-15 13:58:12Z X JESSICA THOMPSON 641 FAIRVIEW AVE N 195 ST PAUL MN 55104 13467210 0 2177 X WWW.ARCMINNESOTA.ORG X 1948 MN THE ARC MINNESOTA PROMOTES AND PROTECTS THE HUMAN RIGHTS OF PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES, ACTIVELY SUPPORTING THEM AND THEIR FAMILIES IN A LIFETIME OF FULL INCLUSION AND PARTICIPATION IN THEIR COMMUNITIES. 21 21 280 3189 0 0 2896264 2738440 2019356 2940124 87252 74581 5166508 5464332 10169380 11217477 503297 1025445 0 0 6207085 6774967 0 22000 564267 3878026 3731000 10588408 11553412 -419028 -335935 10170556 9605308 4869152 4293863 5301404 5311445 X THE ARC PROMOTES AND PROTECTS THE HUMAN RIGHTS OF PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES, ACTIVELY SUPPORTING THEM AND THEIR FAMILIES IN A LIFETIME OF FULL INCLUSION AND PARTICIPATION IN THEIR COMMUNITIES. 0 0 3230354 647547 2223634 PUBLIC POLICY AND SYSTEMS ADVOCACY:2,612 PEOPLE ENGAGED IN PUBLIC POLICY WITH THE ARC MINNESOTA IN 2023. THESE INDIVIDUALS CONTRIBUTED 27,685 HOURS OF VOLUNTEER SERVICE TO ADVANCE PUBLIC POLICY GOALS. THE CAPITOL CONNECTOR E-NEWSLETTER INFORMED 7,334 PEOPLE ABOUT THE ONGOING PUBLIC POLICY EFFORTS OF THE ARC MINNESOTA. POLICY ISSUES INCLUDE EDUCATION, EMPLOYMENT, HEALTH AND HUMAN SERVICES, AND HOUSING. THE ARC MINNESOTA HAS CONTRACTS WITH THE MINNESOTA DEPARTMENT OF HUMAN SERVICES TO PROVIDE HOUSING ACCESS SERVICES, HOUSING STABILIZATION SERVICES, AND TRANSITION SERVICES AIMED AT HELPING PEOPLE WITH DISABILITIES AND THOSE EXPERIENCING HOUSING INSTABILITY ACCESS AFFORDABLE, ACCESSIBLE, INCLUSIVE HOUSING OF EACH PERSON'S CHOICE IN THEIR COMMUNITIES. HOUSING TEAM MEMERS ALSO CONNECT PEOPLE WITH OTHER RESOURCES, SERVICES, AND SUPPORTS THAT WILL HELP LEAD TO STABLE AND SUSTAINABLE HOUSING LONG-TERM. IN 2023, THE HOUSING TEAM HELPED 450 PEOPLE MOVE INTO AND/OR SUSTAIN HOMES OF THEIR OWN AND FIELDED 2,232 UNIQUE CALLS ABOUT HOUSING SERVICES. 1142789 377898 686450 INDIVIDUAL ADVOCACY AND SUPPORT:THE ARC STAFF PROVIDED FREE, INDIVIDUALIZED ASSISTANCE TO 1,443 PEOPLE ACROSS THE STATE, EITHER THROUGH PHONE CONSULTATION, EMAIL SUPPORT, OR INTENSIVE ONE-TO-ONE SUPPORT VIRTUALLY OR IN PERSON. 38,900 PEOPLE ACCESSED OUR SELF-GUIDED, ONLINE ADVOCACY TOOLS AND RESOURCES. 190029 570 PLANNING SERVICES:IN 2022 THE ARC MINNESOTA STOPPED ENROLLING NEW PARTICPANTS IN BILLABLE PLANNING SERVICES AVAILABLE ONLY FOR PEOPLE WHO COULD PRIVATELY PAY FOR THE SERVICE, OR WHO ACCESS WAIVER SERVICES. IN 2023, ALL ENROLLED PARTICPANTS COMPLETED THE PROGRAM. THROUGH INDIVIDUAL ADVOCACY WORK IN 2024, STAFF WILL STILL USE PRINCIPLES OF PLANNING SERVICES, SHARE RESOURCES ABOUT PLANNING FOR THE FUTURE, AND HELP IDENTIFY THE IMPORTANT ACTIONS NEEDED TO ACHIEVE THE GOALS FOR THEIR FAMILY MEMBER. WE ALSO DEVELOPED A LIST OF FREE FUTURE PLANNING RESOURCES, WHICH WAS ACCESSED ON OUR WEBSITE BY 191 PEOPLE. 5476848 29470 PUBLIC AWARENESS, MEMBERSHIP AND VOLUNTEER ENGAGEMENT:PUBLIC AWARENESS OUTREACH ABOUT INTELLECTUAL AND DEVELOPMENTAL DISABILITIES INCLUDE WEBSITE (142,000 PAGE VISITORS), THE ARC FACEBOOK PAGE (7,675 FOLLOWERS), ARC'S VALUE VILLAGE FACEBOOK PAGE (14,422 FOLLOWERS), TWITTER (1,541 FOLLOWERS), LINKEDIN (1.297 FOLLOWERS), E-NEWSLETTER (7,334 SUBSCRIBERS). IN ADDITION, MESSAGES ABOUT THE ARC ARE INCLUDED IN ALL ARC'S VALUE THRIFT STORE AND DONATIONCENTER COMMUNICATIONS, REACHING 715,000+ SHOPPERS, DONORS, AND VOLUNTEERS. VOLUNTEERING IS ANOTHER WAY INDIVIDUALS CONNECT WITH THE ARC. VOLUNTEERS PROVIDED 27,685 HOURS IN SUPPORT OF THE ARC MINNESOTA'S PROGRAMS AND SERVICES, AND 27,665 HOURS IN THE OPERATIONS OF THE ARC'S VALUE VILLAGE THRIFT STORES. 5476848 29470 10040020 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 338 0 1 280 1 0 0 0 0 0 1 1 0 0 0 1 0 0 0 X 21 21 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 MN X X JESSICA THOMPSON 9529200855 641 FAIRVIEW AVE N SUITE 195 ST PAUL MN 55104 NANCY FITZSIMONS CO-CHAIR 1.00 X X 0 0 0 POPPY SUNDQUIST CO-CHAIR 1.00 X X 0 0 0 MAURICE BLANKS VICE-CHAIR 1.00 X X 0 0 0 JON ALEXANDER TREASURER 1.00 X X 0 0 0 JULIE PIERSON SECRETARY 1.00 X X 0 0 0 BRETT NELSON BOARD DIRECTOR 1.00 X 0 0 0 BRYAN BOYCE BOARD DIRECTOR 1.00 X 0 0 0 DUPREE EDWARDS BOARD DIRECTOR 1.00 X 0 0 0 GINA DIMAGGIO BOARD DIRECTOR - OUTGOING 1.00 X 0 0 0 HUDA YUSUF BOARD DIRECTOR - OUTGOING 1.00 X 0 0 0 JULES EDWARDS BOARD DIRECTOR 1.00 X 0 0 0 LYNN KLABER BOARD DIRECTOR 1.00 X 0 0 0 MAREN CHRISTENSON HOFER BOARD DIRECTOR 1.00 X 0 0 0 MARY LIDDICOAT BOARD DIRECTOR 1.00 X 0 0 0 MIKE ANDERSON BOARD DIRECTOR 1.00 X 0 0 0 MUNEER KARCHER-RAMOS BOARD DIRECTOR 1.00 X 0 0 0 NATHAN BAUER BOARD DIRECTOR 1.00 X 0 0 0 NATHAN SCOTT BOARD DIRECTOR 1.00 X 0 0 0 PEGGY O'TOOLE-MARTIN BOARD DIRECTOR 1.00 X 0 0 0 RACHEL FREEMAN BOARD DIRECTOR 1.00 X 0 0 0 ROY ADAMS BOARD DIRECTOR 1.00 X 0 0 0 STEPHEN ASTRUP BOARD DIRECTOR 1.00 X 0 0 0 TIM ALLEN BOARD DIRECTOR 1.00 X 0 0 0 ANDREA ZUBER CHIEF EXECUTIVE OFFICER 40.00 X 180337 0 9010 JESSICA THOMPSON CHIEF FINANCIAL OFFICER 40.00 X 138648 0 33419 JEFF DAHLMAN CHIEF ADVANCEMENT OFFICER - OUTGOING 40.00 X 81841 0 8171 ALICIA MUNSON CHIEF PROGRAM OFFICER 40.00 X 108934 0 15090 DUSTIN SMITH CHIEF HUMAN RESOURCES OFFICER 40.00 X 111089 0 7759 620849 0 73449 4 0 1 0 FOUNDATION TECHNOLOGIES 250 MARQUETTE AVE S STE 225 MINNEAPOLIS MN 55401 IT MANAGED SERVICE PROVIDER 150837 1 21343 470 154763 2561864 1619876 2738440 STATE CONTRACTS 900099 2436137 2436137 REGISTRATION FEES AND 900099 497987 497987 CHAPTER FAIR SHARE FEE 900099 6000 6000 2940124 65958 65958 290683 282060 8623 8623 8623 623959 154763 228938 395021 395021 6808046 1738735 5069311 5069311 11217477 2940124 0 5538913 421657 421657 603788 603788 451427 388286 34796 28345 5204820 4482822 397875 324123 71070 60481 5835 4754 502656 427760 41273 33623 544994 478007 36915 30072 20951 20951 205344 205344 22000 22000 25988 25988 364231 350550 13681 47870 47312 411 147 203309 163518 19193 20598 1796292 1750853 25040 20399 70199 49340 10237 10622 133562 120680 7099 5783 87326 83007 2380 1939 EQUIPMENT & MAINTENANCE 289821 253045 11841 24935 FINANCIAL CHARGES 244383 177051 67332 SUPPLIES 197201 172604 2392 22205 STAFF DEVELOPMENT 40372 9084 30247 1041 4151 175 3976 11553412 10040020 949125 564267 495771 723278 277405 173269 752594 525037 72222 56800 114718 124888 247481 355030 2455485 1941746 553938 513739 3230390 3491815 4426037 3641452 10170556 9605308 401500 575160 142870 227395 176220 168447 4148562 3322861 4869152 4293863 X 4351577 4235525 949827 1075920 5301404 5311445 10170556 9605308 -335935 345976 0 X 0 1 X 1 0 X 3649017 4453430 5458495 2896264 2738440 19195646 1513077 1543963 1660566 2019356 2940124 9677086 5162094 5997393 7119061 4915620 5678564 28872732 76495 121408 7869 78226 172508 456506 1244960 1297478 941602 1372012 2378692 7234744 1321455 1418886 949471 1450238 2551200 7691250 21181482 139417 58890 53805 81557 65958 399627 139417 58890 53805 81557 65958 399627 5301511 6056283 7172866 4997177 5744522 29272359 0.72360 0.75670 0.01370 0.01670 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7500 2489 9989 11543423 11553412 727671 181918 0 0 621986 632190 679420 727671 2661267 3991901 57560 19321 8785 9989 95655 155497 158048 169855 181918 665318 997977 38462 14298 8159 7500 68419 PART I-A, LINE 1: THE ORGANIZATION EDUCATES PEOPLE ON PENDING LEGISLATION, AND ENCOURAGES CONSTITUENTS TO CONTACT THEIR POLICYMAKERS THROUGH DAY AT THE CAPITOL EVENTS, TELLING THEIR STORIES THROUGH VERBAL AND WRITTEN TESTIMONY, AND RESPONDING TO ACTION ALERTS. THE ORGANIZATION DIRECTLY LOBBIES MEMBERS OF THE MINNESOTA STATE LEGISLATURE IN REGARD TO BILLS OF INTEREST TO PEOPLE WHO HAVE INTELLECTUAL AND DEVELOPMENTAL DISABILITIES. 520315 249194 21559 747950 689469 -153084 16070 520315 531927 188120 15307 704740 393404 26569 15326 404647 353298 55808 15702 393404 0.00000 0.43000 0.57000 0 0 2455485 1941746 513739 513739 BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS (ENDOWMENTS) 532802 DEPOSITS AND OTHER ASSETS 42690 RIGHT OF USE ASSETS 3065960 3641452 LEASE LIABILITIES 3322861 3322861 X 6372086 345976 14042 360018 6012068 25988 5179421 5205409 11217477 6362045 14042 14042 6348003 25988 5179421 5205409 11553412 PART V, LINE 4: THE QUASI ENDOWMENT FUNDS ARE INTENDED TO PROVIDE GENERAL OPERATING FUNDS DURING PERIODS OF LOWER FUNDING, AS WELL AS PROVIDE FUNDS FOR FUTURE PROGRAM DEVELOPMENT AND IMPLEMENTATION IN LINE WITH THE STRATEGIC GOALS OF THE ORGANIZATION. PART X, LINE 2: THE ORGANIZATION FOLLOWS THE ACCOUNTING STANDARDS FOR CONTINGENCIES IN EVALUATING UNCERTAIN TAX POSITIONS. THIS GUIDANCE PRESCRIBES RECOGNITION THRESHOLD PRINCIPLES FOR THE FINANCIAL STATEMENT RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. NO LIABILITY HAS BEEN RECOGNIZED BY THE ORGANIZATION FOR UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2023 AND 2022. PART XI, LINE 4B - OTHER ADJUSTMENTS: VALUE VILLAGE EXPENSES REPORTED NET OF REVENUES ON AUDIT 5,179,421. PART XII, LINE 4B - OTHER ADJUSTMENTS: VALUE VILLAGE EXPENSES REPORTED NET OF REVENUES ON AUDIT 5,179,421. X X X X X X X 1 FUNDRAISINGSOL 5533 ELLIOT AVE MINNEAPOLIS MN 55417 CONTRIBUTIONS 0 764128 22000 742128 764128 22000 742128 MN GALA 699670 153463 546207 14042 129716 21542 33099 GOLF EVENTS 67721 1300 66421 29745 1 11331 11331 794 778722 154763 623959 14042 129716 21542 63638 228938 395021 1 ARC NORTHLAND 424 W SUPERIOR ST STE 500 DULUTH MN 55802 416042720 501(C)(3) 37720 0 CHAPTER SUPPORT FEES ANNEX TEEN CLINIC 5810 42ND AVE NO ROBBINSDALE MN 55422 237236943 501(C)(3) 5001 0 INCLUSION INITIATIVE 2 0 HOUSING ASSISTANCE 624 536388 MICROGRANTS 48 62350 DONOR-FUNDED GRANTS 26 5050 PART I, LINE 2: HOUSING ASSISTANCE - IN MOST CASES THE FUNDS ARE PAID DIRECTLY TO LANDLORDS, MOVING COMPANIES AND OTHERS WHO PROVIDE HOUSING ASSISTANCE TO INDIVIDUAL GRANTEES. MICROGRANTS - IN MOST CASES, THE FUNDS ARE USED FOR THE PURCHASE OF GOODS AND SERVICES ON BEHALF OF THE INDIVIDUAL GRANTEES. DONOR FUNDED GRANTS - IN MOST CASES, SMALL AMOUNTS ARE USED TO PURCHASE GOODS AND SERVICES ON BEHALF OF INDIVIDUALS WHO APPLY FOR GRANTS THAT CAN SUPPORT THEIR COMMUNITY INCLUSION GOALS. X X X X 0 0 0 0 0 0 0 0 0 ANDREA ZUBER CHIEF EXECUTIVE OFFICER 171327 0 0 0 9010 0 9010 0 0 0 189347 0 0 0 JESSICA THOMPSON CHIEF FINANCIAL OFFICER 137698 0 0 0 950 0 2450 0 30969 0 172067 0 0 0 X 1619876 FMV 0 0 1 1 PART I, LINE 32B: A THIRD PARTY RECEIVES AND PROCESSES AUTOS DONATED FOR THE BENEFIT OF ARC. THE THIRD PARTY RECEIVES THE AUTOS, PROCESSES ALL PAPERWORK, AND PROVIDES RECEIPT DOCUMENTATION FOR THE DONORS. THE CASH RECEIVED BY ARC RELATED TO THIS ACTIVITY IS REPORTED IN CASH CONTRIBUTIONS. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS KNOWN AS LOCAL CHAPTERS IN ACCORDANCE WITH ITS BYLAWS. A LOCAL CHAPTER MUST MEET THE FOLLOWING QUALIFICATIONS AND REQUIREMENTS IN ORDER TO BE A LOCAL CHAPTER OF THIS ORGANIZATION. - THE LOCAL CHAPTER'S PURPOSE IS, AT LEAST IN SUBSTANTIAL PART, TO ADDRESS THE NEEDS, ISSUES AND CONCERNS OF PEOPLE WITH I/DD AND THEIR FAMILIES. - THE LOCAL CHAPTER HAS EXEMPT STATUS UNDER SECTION 501 OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, OR SUCCESSOR PROVISIONS, OR HAS APPLIED FOR SUCH STATUS. - THE LOCAL CHAPTER PLEDGES TO ADVANCE AND UPHOLD, AND STRIVES TO CONDUCT ITS OPERATIONS IN A MANNER CONSISTENT WITH, THE MISSION, CORE VALUES AND GUIDING PRINCIPLES, POSITION STATEMENTS AND PUBLIC POLICY AGENDA OF THE CORPORATION AS THEY EXIST AND MAY, IN ACCORDANCE WITH THE PROCESS DESCRIBED IN THESE BYLAWS, BE REVISED FROM TIME TO TIME. - THE LOCAL CHAPTER MEANINGFULLY INVOLVES PARENTS AND FAMILY MEMBERS OF PEOPLE WITH I/DD, AND INDIVIDUALS WITH I/DD, IN LEADING AND GUIDING THE CHAPTER. - THE LOCAL CHAPTER HAS APPLIED FOR AND BEEN ACCEPTED INTO MEMBERSHIP UNDER PROCEDURES ESTABLISHED BY THE BOARD OF DIRECTORS OF THE ORGANIZATION. - THE LOCAL CHAPTER PAYS AFFILIATION FEES IN ACCORDANCE WITH THE FEES SCHEDULE ESTABLISHED BY THE BOARD OF DIRECTORS OF THE CORPORATION IN THE MANNER DESCRIBED BY THE ORGANIZATION'S BYLAWS. - THE LOCAL CHAPTER PROMINENTLY IDENTIFIES ITSELF TO THE PUBLIC AS A CHAPTER OF THE ARC MINNESOTA AND THE ARC. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS OF THE ORGANIZATION MAY BE NONPROFIT CORPORATIONS THAT MEET THE QUALIFICATIONS AND REQUIREMENTS TO BE AN AFFILIATED LOCAL CHAPTER OF THE ORGANIZATION AS SET FORTH IN THE BYLAWS. THE MEMBERS VOTE ON THE SLATE OF MEMBERS OF THE BOARD OF DIRECTORS AT THE ANNUAL MEETING. FORM 990, PART VI, SECTION A, LINE 7B THE MEMBERS MUST APPROVE ANY CHANGES TO THE BYLAWS THAT RELATE TO THE DEFINITION OF THE QUORUM FOR MEMBER VOTES, OR CHANGES TO BOARD TERMS. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE REVIEWS THE DETAIL OF FORM 990 AT A FINANCE COMMITTEE MEETING. A COPY IS THEN PRESENTED TO THE MEMBERS OF THE BOARD OF DIRECTORS WITH A SUMMARY PRESENTATION AT A BOARD MEETING PRIOR TO FILING THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION FOLLOWS PROCEDURES DETAILED IN ITS BOARD POLICY MANUAL AND ADDRESSES POTENTIAL CONFLICTS OF INTEREST AS THEY ARISE. THE POLICY IS INTENDED TO COMPLY WITH THE PROCEDURE PRESCRIBED IN MINNESOTA STATUTES, SECTION 317A 255, GOVERNING CONFLICTS OF INTEREST FOR DIRECTORS OF NONPROFIT CORPORATIONS. THE POLICY COVERS THE FOLLOWING INDIVIDUALS (INTERESTED PERSONS): - BOARD MEMBERS - STAFF - MEMBERS OF A COMMITTEE OR TASK FORCE. A POTENTIAL OR ACTUAL CONFLICT OF INTEREST OCCURS WHEN A PERSON IS IN A POSITION TO INFLUENCE A DECISION THAT MAY RESULT IN A PERSONAL GAIN FOR THE INDIVIDUAL OR AN IMMEDIATE FAMILY MEMBER (I.E. SPOUSE, DOMESTIC PARTNER, OR SIGNIFICANT OTHER, CHILDREN, PARENTS, SIBLINGS) AS A RESULT OF THE ARC'S BUSINESS DEALINGS. AN INTERESTED PERSON MUST DISCLOSE TO THE BOARD MEMBERS IF A POTENTIAL CONFLICT OF INTEREST EXISTS. AFTER AN INTERESTED PERSON DISCLOSES THE POTENTIAL CONFLICT OF INTEREST, THE OTHER BOARD MEMBERS WILL DETERMINE IF A CONFLICT OF INTEREST EXISTS. THE BOARD WILL ALSO DECIDE HOW TO MOVE FORWARD. IF A CONFLICT OF INTEREST IS DETERMINED TO EXIST, THE BOARD WILL HOLD A VOTE REGARDING THE CONFLICT OF INTEREST ACTIVITY. THE INTERESTED PERSON WILL NOT BE ALLOWED TO VOTE ON THIS PROCESS, NOR WILL THEY BE ABLE TO DISCUSS WITH THE OTHER BOARD MEMBERS REGARDING THE CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS IDENTIFIES DISQUALIFIED PERSONS FOR THE PURPOSE OF OBTAINING COMPARATIVE COMPENSATION FOR THOSE POSITIONS. THE COMMITTEE REVIEWS AND APPROVES APPROPRIATE STRATEGIES AND PROCESSES FOR THE ARC MINNESOTA'S POLICIES AND PRACTICES REGARDING COMPENSATION OF DISQUALIFIED PERSONS. THE COMMITTEE CONSIDERS THE REASONABLENESS AND APPROPRIATENESS OF COMPENSATION AND BENEFITS IN RELATION TO THE MARKETPLACE AND COMPARATIVE DATA. THE RECOMMENDATIONS OF THE COMMITTEE ARE FORWARDED TO THE FULL BOARD FOR APPROVAL. MANAGEMENT OBTAINS MARKET BENCHMARKS OF COMPARABLE SALARIES FOR ALL OFFICERS AND KEY EMPLOYEES NOT REVIEWED BY THE COMPENSATION COMMITTEE. THIS DATA IS USED TO SET BASELINE SALARIES AND ANY SIGNIFICANT INCREASES. FORM 990, PART VI, SECTION C, LINE 19 THE ANNUAL AUDIT REPORT, THE ANNUAL OPERATING BUDGET AND FORM 990 ARE POSTED ON THE AGENCY WEBSITE. IN ADDITION, A COPY WILL BE MADE AVAILABLE UPON REQUEST. OTHER GOVERNING DOCUMENTS ARE ALSO AVAILABLE UPON REQUEST.