2026-03-26T16:56:01-04:00 2025-12-31 934658463 HD GROWTH PARTNERS LLC 4308 BELMONT AVE STE 1 YOUNGSTOWN OH 44505 990 2025-01-01 272407701 ADVANCED METHODS IN INNOVATION ADVA 3307276292 241 W FEDERAL ST RM/STE 508 YOUNGSTOWN OH 44503 JOHN A SCOTT PRESIDENT 3307276292 2026-03-15 true DONALD TRUMMER CPA P01878076 3307598522 2026-03-25 2025 2025-03-06 01:10:19Z JOHN A SCOTT 241 W FEDERAL ST YOUNGSTOWN OH 44503 267960 false X X 2010 OH THE CORPORATION IS ORGANIZED EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL AND SCIENTIFIC PURPOSES, INCLUDING, FOR SUCH PURPOSES, THE MAKING OF DISTRIBUTIONS TO ORGANIZATIONS THAT QUALIFY AS EXEMPT ORGANIZATIONS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, OR THE CORRESPONDING SECTION OF ANY FUTURE FEDERAL TAX CODE; TO SPONSOR AND PROMOTE SCIENTIFIC RESEARCH TO AID IN THE EDUCATION OF STUDENTS IN COOPERATION WITH SCHOOLS, COLLEGES AND UNIVERSITIES IN NORTHERN OHIO, AND TO STIMULATE PRIVATE INDUSTRY SUPPORT OF AND COOPERATION WITH SUCH RESEARCH; TO SPONSOR, PROMOTE AND DISSEMINATE SCIENTIFIC RESEARCH IN COOPERATION WITH SCHOOLS, COLLEGES AND UNIVERSITIES IN NORTHERN OHIO AND TO STIMULATE PRIVATE INDUSTRY SUPPORT OF AND COOPERATION WITH SUCH RESEARCH FOR THE PURPOSE OF AIDING IN THE ATTRACTION OF NEW INDUSTRY TO AND ENCOURAGING THE DEVELOPMENT AND RETENTION OF EXISTING INDUSTRY IN NORTHERN OHIO; TO ENGAGE IN SCIENTIFIC RESEARCH, WORKFORCE DEVELOPMENT AND ANCILLARY EDUCATIONAL ACTIVITI 6 6 0 0 47349 213842 11750 54110 1077 8 0 60176 267960 0 10515 0 0 0 152257 146410 152257 156925 -92081 111035 109644 200147 20533 0 89111 200147 X THE CORPORATION IS ORGANIZED EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL AND SCIENTIFIC PURPOSES, INCLUDING, FOR SUCH PURPOSES, THE MAKING OF DISTRIBUTIONS TO ORGANIZATIONS THAT QUALIFY AS EXEMPT ORGANIZATIONS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, OR THE CORRESPONDING SECTION OF ANY FUTURE FEDERAL TAX CODE; TO SPONSOR AND PROMOTE SCIENTIFIC RESEARCH TO AID IN THE EDUCATION OF STUDENTS IN COOPERATION WITH SCHOOLS, COLLEGES AND UNIVERSITIES IN NORTHERN OHIO, AND TO STIMULATE PRIVATE INDUSTRY SUPPORT OF AND COOPERATION WITH SUCH RESEARCH; TO SPONSOR, PROMOTE AND DISSEMINATE SCIENTIFIC RESEARCH IN COOPERATION WITH SCHOOLS, COLLEGES AND UNIVERSITIES IN NORTHERN OHIO AND TO STIMULATE PRIVATE INDUSTRY SUPPORT OF AND COOPERATION WITH SUCH RESEARCH FOR THE PURPOSE OF AIDING IN THE ATTRACTION OF NEW INDUSTRY TO AND ENCOURAGING THE DEVELOPMENT AND RETENTION OF EXISTING INDUSTRY IN NORTHERN OHIO; TO ENGAGE IN SCIENTIFIC RESEARCH, WORKFORCE DEVELOPMENT AND ANCILLARY EDUCATIONAL ACTIVITI false false 156925 54110 TO PROMOTE EDUCATION BY PROVIDING FUNDS AND OTHER ASSISTANCE TO SCHOOLS, COLLEGES AND UNIVERSITIES AND OTHER ORGANIZATIONS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE FOR PURPOSES OF DEVELOPING AND PROVIDING CURRICULA, COURSES, SEMINARS AND OTHER EDUCATIONAL PROGRAMS AND EDUCATIONAL MATERIALS IN THE AREAS OF ENGINEERING SCIENCE, TECHNOLOGY AND BUSINESS. 156925 true false false false false true false false false false true false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false 0 0 0 false false false false false false false false X 6 6 true false false false false false false true true false false false true true true false false true true false JULIE SMITH 3307276292 241 W FEDERAL ST YOUNGSTOWN OH 44503 X MARTIN ABRAHAM TRUSTEE 1.00 X 0 0 0 THOMAS MOSURE TRUSTEE 1.00 X 0 0 0 MICHAEL PARKER TRUSTEE 1.00 X 0 0 0 BARBARA EWING SECRETARY 1.00 X 0 0 0 JOHN A SCOTT PRESIDENT 1.00 X 0 0 0 JULIE SMITH OFFICE ADMIN 1.00 X 0 0 0 ALFRED UNIONE TREASURER 1.00 X 0 0 0 false false false 213842 213842 PROGRAM SERVICE INCOME 54110 54110 54110 8 8 267960 54118 X 10515 10515 1490 1490 49248 49248 918 918 9818 9818 2400 2400 66119 66119 EQUIPMENT RENTAL, 14000 14000 AUTO 1418 1418 DUES AND FEES 942 942 SHIPPING 56 56 1 1 156925 156925 0 0 11011 13837 508 370 435483 249543 98125 185940 109644 200147 20533 20533 0 X 89111 200147 89111 200147 109644 200147 X 111035 1 X false false X 85318 84119 180600 47349 213842 611228 85318 84119 180600 47349 213842 611228 611228 611228 82198 1.00000 1.00000 X false false 435483 249543 185940 185940 FORM 990 - ORGANIZATION'S MISSION THE CORPORATION IS ORGANIZED EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL AND SCIENTIFIC PURPOSES, INCLUDING, FOR SUCH PURPOSES, THE MAKING OF DISTRIBUTIONS TO ORGANIZATIONS THAT QUALIFY AS EXEMPT ORGANIZATIONS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, OR THE CORRESPONDING SECTION OF ANY FUTURE FEDERAL TAX CODE; TO SPONSOR AND PROMOTE SCIENTIFIC RESEARCH TO AID IN THE EDUCATION OF STUDENTS IN COOPERATION WITH SCHOOLS, COLLEGES AND UNIVERSITIES IN NORTHERN OHIO, AND TO STIMULATE PRIVATE INDUSTRY SUPPORT OF AND COOPERATION WITH SUCH RESEARCH; TO SPONSOR, PROMOTE AND DISSEMINATE SCIENTIFIC RESEARCH IN COOPERATION WITH SCHOOLS, COLLEGES AND UNIVERSITIES IN NORTHERN OHIO AND TO STIMULATE PRIVATE INDUSTRY SUPPORT OF AND COOPERATION WITH SUCH RESEARCH FOR THE PURPOSE OF AIDING IN THE ATTRACTION OF NEW INDUSTRY TO AND ENCOURAGING THE DEVELOPMENT AND RETENTION OF EXISTING INDUSTRY IN NORTHERN OHIO; TO ENGAGE IN SCIENTIFIC RESEARCH, WORKFORCE DEVELOPMENT AND ANCILLARY EDUCATIONAL ACTIVITIES; TO PROMOTE EDUCATION BY PROVIDING FUNDS AND OTHER ASSISTANCE TO SCHOOLS, COLLEGES AND UNIVERSITIES AND OTHER ORGANIZATIONS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE FOR PURPOSES OF DEVELOPING AND PROVIDING CURRICULA, COURSES, SEMINARS AND OTHER EDUCATIONAL PROGRAMS AND EDUCATIONAL MATERIALS IN THE AREAS OF ENGINEERING, SCIENCE, TECHNOLOGY AND BUSINESS. FORM 990, PAGE 6, PART VI, LINE 2 APPLIED SYSTEMS & TECHNOLOGY TRANSF APPLIED SYSTEMS & TECHNOLOGY TRANSF OWNER MANAGER EMPLOYER-EMPLOYEE FORM 990, PAGE 6, PART VI, LINE 11B FORM 990 IS PROVIDED ELECTRONICALLY TO BOARD MEMEBERS FOR REVIEW AND IS VOTED ON AT A QUARTERLY BOARD MEETING. FORM 990, PAGE 6, PART VI, LINE 12C FOR DIRECTORS AND OFFICERS AND MEMBERS OF A COMMITTEE WITH BOARD DELEGATED POWERS ARTICLE I - PURPOSE 1. THE PURPOSE OF THIS BOARD CONFLICT OF INTEREST POLICY IS TO PROTECT AMI'S INTERESTS WHEN IT IS CONTEMPLATING ENTERING INTO A TRANSACTION OR ARRANGEMENT THAT MIGHT BENEFIT THE PRIVATE INTERESTS OF AN OFFICER OR DIRECTOR OF AMI OR MIGHT RESULT IN A POSSIBLE EXCESS BENEFIT TRANSACTION. 2. THIS POLICY IS INTENDED TO SUPPLEMENT, BUT NOT REPLACE, ANY APPLICABLE STATE AND FEDERAL LAWS GOVERNING CONFLICTS OF INTEREST APPLICABLE TO NONPROFIT AND CHARITABLE ORGANIZATIONS. 3. THIS POLICY IS ALSO INTENDED TO IDENTIFY "INDEPENDENT" DIRECTORS. ARTICLE II -- DEFINITIONS 1. INTERESTED PERSON -- ANY DIRECTOR, PRINCIPAL OFFICER, OR MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS, WHO HAS A DIRECT OR INDIRECT FINANCIAL INTEREST, AS DEFINED BELOW, IS AN INTERESTED PERSON. 2. FINANCIAL INTEREST -- A PERSON HAS A FINANCIAL INTEREST IF THE PERSON HAS, DIRECTLY OR INDIRECTLY, THROUGH BUSINESS, INVESTMENT, OR FAMILY: A. AN OWNERSHIP OR INVESTMENT INTEREST IN ANY ENTITY WITH WHICH AMI HAS A TRANSACTION OR ARRANGEMENT, B. A COMPENSATION ARRANGEMENT WITH AMI OR WITH ANY ENTITY OR INDIVIDUAL WITH WHICH AMI HAS A TRANSACTION OR ARRANGEMENT, EXCEPT AS THROUGH APPROVED COMPENSATION SCHEDULE APPROVED BY THE BOARD UNDER BYLAWS ARTICLE X, OR C. A POTENTIAL OWNERSHIP OR INVESTMENT INTEREST IN, OR COMPENSATION ARRANGEMENT WITH, ANY ENTITY OR INDIVIDUAL WITH WHICH AMI IS NEGOTIATING A TRANSACTION OR ARRANGEMENT. ACCEPTING GIFTS, ENTERTAINMENT OR OTHER FAVORS FROM INDIVIDUALS OR ENTITIES CAN ALSO RESULT IN A CONFLICT OF INTEREST WHEN THE PARTY PROVIDING THE GIFT/ENTERTAINMENT/FAVOR DOES SO UNDER CIRCUMSTANCES WHERE IT MIGHT BE INFERRED THAT SUCH ACTION WAS INTENDED TO INFLUENCE OR POSSIBLY WOULD INFLUENCE THE INTERESTED PERSON IN THE PERFORMANCE OF HIS OR HER DUTIES. THIS DOES NOT PRECLUDE THE ACCEPTANCE OF ITEMS OF NOMINAL OR INSIGNIFICANT VALUE OR ENTERTAINMENT OF NOMINAL OR INSIGNIFICANT VALUE WHICH ARE NOT RELATED TO ANY PARTICULAR TRANSACTION OR ACTIVITY OF AMI A FINANCIAL INTEREST IS NOT NECESSARILY A CONFLICT OF INTEREST. A PERSON WHO HAS A FINANCIAL INTEREST MAY HAVE A CONFLICT OF INTEREST ONLY IF THE BOARD OR EXECUTIVE COMMITTEE DECIDES THAT A CONFLICT OF INTEREST EXISTS, IN ACCORDANCE WITH THIS POLICY. 3. INDEPENDENT DIRECTOR -- A DIRECTOR SHALL BE CONSIDERED "INDEPENDENT" FOR THE PURPOSES OF THIS POLICY IF HE OR SHE IS "INDEPENDENT" AS DEFINED IN THE INSTRUCTIONS FOR THE IRS 990 FORM OR, UNTIL SUCH DEFINITION IS AVAILABLE, THE DIRECTOR -- A. IS NOT, AND HAS NOT BEEN FOR A PERIOD OF AT LEAST THREE YEARS, AN EMPLOYEE OF AMI OR ANY ENTITY IN WHICH AMI HAS A FINANCIAL INTEREST; B. DOES NOT DIRECTLY OR INDIRECTLY HAVE A SIGNIFICANT BUSINESS RELATIONSHIP WITH AMI, WHICH MIGHT AFFECT INDEPENDENCE IN DECISION-MAKING; C. IS NOT EMPLOYED AS AN EXECUTIVE OF ANOTHER CORPORATION WHERE ANY OF AMI'S EXECUTIVE OFFICERS OR EMPLOYEES SERVE ON THAT CORPORATION'S COMPENSATION COMMITTEE; AND D. DOES NOT HAVE AN IMMEDIATE FAMILY MEMBER WHO IS AN EXECUTIVE OFFICER OR EMPLOYEE OF AMI OR WHO HOLDS A POSITION THAT HAS A SIGNIFICANT FINANCIAL RELATIONSHIP WITH AMI. ARTICLE III -- PROCEDURES 1. DUTY TO DISCLOSE: A. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE BOARD OR EXECUTIVE COMMITTEE. B. ANY DIRECTOR OR OFFICER WHO IS AWARE OF AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST OF ANOTHER OFFICER OR DIRECTOR MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST. THE POTENTIALLY INTERESTED PERSON MUST BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE BOARD OR EXECUTIVE COMMITTEE 2. RECUSAL OF SELF - ANY DIRECTOR MAY RECUSE AT ANY TIME FROM INVOLVEMENT IN ANY DECISION OR DISCUSSION IN WHICH THE DIRECTOR BELIEVES HE OR SHE HAS OR MAY HAVE A CONFLICT OF INTEREST, WITHOUT GOING THROUGH THE PROCESS FOR DETERMINING WHETHER A CONFLICT OF INTEREST EXISTS. 3. DETERMINING WHETHER A CONFLICT OF INTEREST EXISTS -- AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE BOARD OR EXECUTIVE COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR EXECUTIVE COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. 4. PROCEDURES FOR ADDRESSING THE CONFLICT OF INTEREST A. AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE BOARD OR EXECUTIVE COMMITTEE MEETING, BUT AFTER THE PRESENTATION, HE/SHE SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. B. THE CHAIRPERSON OF THE BOARD OR EXECUTIVE COMMITTEE SHALL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. C. AFTER EXERCISING DUE DILIGENCE, THE BOARD OR EXECUTIVE COMMITTEE SHALL DETERMINE WHETHER AMI CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. D. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE UNDER CIRCUMSTANCES NOT PRODUCING A CONFLICT OF INTEREST, THE BOARD OR EXECUTIVE COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN AMI'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE. IN CONFORMITY WITH THE ABOVE DETERMINATION, IT SHALL MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT. 5. VIOLATIONS OF THE CONFLICTS OF INTEREST POLICY A. IF THE BOARD OR EXECUTIVE COMMITTEE HAS REASONABLE CAUSE TO BELIEVE A MEMBER HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT SHALL INFORM THE MEMBER OF THE BASIS FOR SUCH BELIEF AND AFFORD THE MEMBER AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. B. IF, AFTER HEARING THE MEMBER'S RESPONSE AND AFTER MAKING FURTHER INVESTIGATION AS WARRANTED BY THE CIRCUMSTANCES, THE BOARD OR EXECUTIVE COMMITTEE DETERMINES THE MEMBER HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION, INCLUDING THE REMOVAL OF THE DIRECTOR FROM THE BOARD. ARTICLE IV - RECORDS OF PROCEEDINGS THE MINUTES OF THE BOARD AND ALL COMMITTEES WITH BOARD DELEGATED POWERS SHALL CONTAIN: A. THE NAMES OF THE PERSONS WHO DISCLOSED OR OTHERWISE WERE FOUND TO HAVE A FINANCIAL INTEREST IN CONNECTION WITH AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, THE NATURE OF THE FINANCIAL INTEREST, ANY ACTION TAKEN TO DETERMINE WHETHER A CONFLICT OF INTEREST WAS PRESENT, AND THE BOARD'S OR EXECUTIVE COMMITTEE'S DECISION AS TO WHETHER A CONFLICT OF INTEREST IN FACT EXISTED. B. THE NAMES OF THE PERSONS WHO WERE PRESENT FOR DISCUSSIONS AND VOTES RELATING TO THE TRANSACTION OR ARRANGEMENT, THE CONTENT OF THE DISCUSSION, INCLUDING ANY ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT, AND A RECORD OF ANY VOTES TAKEN IN CONNECTION WITH THE PROCEEDINGS. ARTICLE V - COMPENSATION A. A VOTING MEMBER OF THE BOARD WHO RECEIVES COMPENSATION, DIRECTLY OR INDIRECTLY, FROM AMI FOR SERVICES IS PRECLUDED FROM VOTING ON MATTERS PERTAINING TO THAT MEMBER'S COMPENSATION, EXCEPT AS DESCRIBED IN BYLAWS ARTICLE X. B. A VOTING MEMBER OF ANY COMMITTEE WHOSE JURISDICTION INCLUDES COMPENSATION MATTERS AND WHO RECEIVES COMPENSATION, DIRECTLY OR INDIRECTLY, FROM AMI FOR SERVICES IS PRECLUDED FROM VOTING ON MATTERS PERTAINING TO THAT MEMBER'S COMPENSATION. C. NO VOTING MEMBER OF THE BOARD OR ANY COMMITTEE WHOSE JURISDICTION INCLUDES COMPENSATION MATTERS AND WHO RECEIVES COMPENSATION, DIRECTLY OR INDIRECTLY, FROM AMI, EITHER INDIVIDUALLY OR COLLECTIVELY, IS PROHIBITED FROM PROVIDING INFORMATION TO ANY COMMITTEE REGARDING COMPENSATION. ARTICLE VI - ANNUAL STATEMENTS 1. EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH BOARD DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON: A. HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, B. HAS READ AND UNDERSTANDS THE POLICY, C. HAS AGREED TO COMPLY WITH THE POLICY, AND D. UNDERSTANDS AMI IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. 2. EACH VOTING MEMBER OF THE BOARD SHALL ANNUALLY SIGN A STATEMENT WHICH DECLARES WHETHER SUCH PERSON IS AN INDEPENDENT DIRECTOR. 3. IF AT ANY TIME DURING THE YEAR, THE INFORMATION IN THE ANNUAL STATEMENT CHANGES MATERIALLY, THE DIRECTOR SHALL DISCLOSE SUCH CHANGES AND REVISE THE ANNUAL DISCLOSURE FORM. 4. THE EXECUTIVE COMMITTEE SHALL REGULARLY AND CONSISTENTLY MONITOR AND ENFORCE COMPLIANCE WITH THIS POLICY BY REVIEWING ANNUAL STATEMENTS AND TAKING SUCH OTHER ACTIONS AS ARE NECESSARY FOR EFFECTIVE OVERSIGHT. FORM 990, PAGE 6, PART VI, LINE 15A TO ENSURE AMI OPERATES IN A MANNER CONSISTENT WITH CHARITABLE PURPOSES AND DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS TAX-EXEMPT STATUS, PERIODIC REVIEWS SHALL BE CONDUCTED. THE PERIODIC REVIEWS SHALL, AT A MINIMUM, INCLUDE THE FOLLOWING SUBJECTS: A. WHETHER COMPENSATION ARRANGEMENTS AND BENEFITS ARE REASONABLE, BASED ON COMPETENT SURVEY INFORMATION (IF REASONABLY AVAILABLE), AND THE RESULT OF ARM'S LENGTH BARGAINING. FORM 990, PAGE 6, PART VI, LINE 15B TO ENSURE AMI OPERATES IN A MANNER CONSISTENT WITH CHARITABLE PURPOSES AND DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS TAX-EXEMPT STATUS, PERIODIC REVIEWS SHALL BE CONDUCTED. THE PERIODIC REVIEWS SHALL, AT A MINIMUM, INCLUDE THE FOLLOWING SUBJECTS: A. WHETHER COMPENSATION ARRANGEMENTS AND BENEFITS ARE REASONABLE, BASED ON COMPETENT SURVEY INFORMATION (IF REASONABLY AVAILABLE), AND THE RESULT OF ARM'S LENGTH BARGAINING. B. WHETHER PARTNERSHIPS, JOINT VENTURES, AND ARRANGEMENTS WITH MANAGEMENT ORGANIZATIONS, IF ANY, CONFORM TO AMI'S WRITTEN POLICIES, ARE PROPERLY RECORDED, REFLECT REASONABLE INVESTMENT OR PAYMENTS FOR GOODS AND SERVICES, FURTHER CHARITABLE PURPOSES AND DO NOT RESULT IN INUREMENT OR IMPERMISSIBLE PRIVATE BENEFIT OR IN AN EXCESS BENEFIT TRANSACTION. FORM 990, PAGE 6, PART VI, LINE 19 NO DOCUMENTS AVAILABLE TO THE PUBLIC FORM 990, PART IX, LINE 11G VISTA AST 43,725 0 0 OUTSIDE CONTRACT 350 0 0 INDEPENDENT CONSULTANTS 5,173 0 0 TOTAL 49,248 0 0 FORM 990, PART XI, LINE 9 BOOK / TAX DEPRECIATION DIFFERENCE 1