BONE HEALTH AND OSTEOPOROSIS FOUNDATION: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BONE HEALTH AND OSTEOPOROSIS FOUNDATION (EIN 36-3350532)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-07-16
- IRS object ID
- 202421989349301227
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-07-16T12:41:26-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 470900880 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIBRE CPA GROUP PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7501 WISCONSIN AVENUE SUITE 1200 | AddressLine1Txt |
| Address Line2 | WEST | AddressLine2Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363350532 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BONE HEALTH AND OSTEOPOROSIS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NATI | BusinessNameControlTxt |
| Phone | 7036473000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 251 18TH STREET S 630 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CLAIRE GILL | PersonNm |
| Person Title | CHIEF EXECUTIVE OFFICER | PersonTitleTxt |
| Phone | 7036473000 | PhoneNum |
| Signature | 2024-07-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CLAIRE | PersonFirstNm |
| Person Last | GILL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT E HALLBERG CPA | PreparerPersonNm |
| PTIN | P01081188 | PTIN |
| Phone | 2023319880 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CLAIRE GILL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 251 18TH STREET S 630 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,070,567 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BONEHEALTHANDOSTEOPOROSIS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1984 | FormationYr |
| Legal Domicile State | MO | LegalDomicileStateCd |
| Activity Or Mission | THE BONE HEALTH & OSTEOPOROSIS FOUNDATION (BHOF) IS THE LEADING HEALTH ORGANIZATION DEDICATED TO PREVENTING OSTEOPOROSIS AND BROKEN BONES, PROMOTING STRONG BONES FOR LIFE, AND REDUCING HUMAN SUFFERING THROUGH PROGRAMS OF PUBLIC AND CLINICIAN AWARENESS, EDUCATION, ADVOCACY, AND RESEARCH. ESTABLISHED IN 1984, BHOF IS THE NATION'S LARGEST HEALTH ORGANIZATION SOLELY DEDICATED TO OSTEOPOROSIS AND BONE HEALTH. OSTEOPOROSIS IS A MAJOR PUBLIC HEALTH THREAT FOR AN ESTIMATED 54 MILLION AMERICANS. STUDIES SHOW THAT ONE IN TWO WOMEN AND UP TO ONE IN FOUR MEN OVER AGE 50 WILL BREAK A BONE DUE TO OSTEOPOROSIS IN THEIR LIFETIME. BHOF WORKS TO IMPROVE PATIENT CARE AND SUPPORT FOR THOSE WHO HAVE BROKEN BONES DUE TO OSTEOPOROSIS AND TO EDUCATE THE PUBLIC TO PREVENT OSTEOPOROSIS AND BROKEN BONES AND PROMOTE STRONG BONES FOR LIFE. TO ACCOMPLISH ITS MISSION, BHOF ACCEPTS SUPPORT FROM A WIDE BREADTH OF DIVERSIFIED SOURCES, INCLUDING INDIVIDUALS, FOUNDATIONS, GOVERNMENT SOURCES, AND CORPORATIONS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 7 | TotalEmployeeCnt |
| Total Volunteers | 20 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,898,008 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,010,770 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $148,787 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $68,081 | CYProgramServiceRevenueAmt |
| PY Investment Income | $170,750 | PYInvestmentIncomeAmt |
| CY Investment Income | $186,991 | CYInvestmentIncomeAmt |
| PY Other Revenue | $398,439 | PYOtherRevenueAmt |
| CY Other Revenue | $542,059 | CYOtherRevenueAmt |
| PY Total Revenue | $3,615,984 | PYTotalRevenueAmt |
| CY Total Revenue | $2,807,901 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $11,213 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $150 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,177,940 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,268,052 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $630,030 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,446,096 | PYOtherExpensesAmt |
| CY Other Expenses | $2,187,726 | CYOtherExpensesAmt |
| PY Total Expenses | $3,635,249 | PYTotalExpensesAmt |
| CY Total Expenses | $3,455,928 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$19,265 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$648,027 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $7,143,733 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,245,306 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,768,035 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,142,015 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,375,698 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,103,291 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $303,773 | ExpenseAmt |
| Desc | PATIENT EDUCATION: SEE SCHEDULE O FOR FULL STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,150,837 | ExpenseAmt |
| Revenue | $22,700 | RevenueAmt |
| Desc | PROFESSIONAL EDUCATION: SEE SCHEDULE O FOR FULL STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $892,114 | ExpenseAmt |
| Desc | ADVOCACY: SEE SCHEDULE O FOR FULL STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $234,240 | ExpenseAmt |
| Grant | $150 | GrantAmt |
| Revenue | $47,731 | RevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $234,240 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $150 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $47,731 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $2,580,964 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 39 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 7 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEBRA ERIKSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7036473000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 251 18TH STREET S 630 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22202 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| KATHLEEN SHOEMAKER | ||||||||
| CHAIRMAN | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| KENNETH W LYLES | ||||||||
| PRESIDENT | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| THOMAS F KOINIS | ||||||||
| VICE PRESIDENT | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| BARBARA HANNAH GRUFFERMAN | ||||||||
| SECRETARY | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CHARLES B LAWRENCE JR | ||||||||
| TREASURER | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SALLY FULLMAN | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| KAREN KEMMIS | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| FREDERICK R SINGER | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| LAILA TABATABAI | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| ANN VU | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSHUA WING | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| NICOLE WRIGHT | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| JOANNE WU | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT F GAGEL | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| CLAIRE GILL | ||||||||
| CHIEF EXECUTIVE OFFICER | 37.50 | Yes (X) | $318,462 | $0 | $14,704 | |||
| DEBRA ERIKSON | ||||||||
| CAO | 37.50 | $177,482 | $0 | $23,697 | Yes (X) | |||
| AMI PATEL | ||||||||
| SENIOR DIRECTOR OF CLINICAL EDUCATION&RESEARCH | 37.50 | $124,194 | $0 | $13,387 | Yes (X) | |||
| LINDSEY WEST | ||||||||
| SENIOR PROGRAM MANAGER | 37.50 | $182,840 | $0 | $24,117 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $802,978 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $75,905 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CONNECT 4 | |||||
| 6005 GLOSTER ROAD | BETHESDA | MD | 20816 | PROJECT SERVICES | $163,337 |
| EXPONENTIAL CONSULTING LLC | |||||
| PO BOX 1818 | LEESBURG | VA | 20177 | STAFFING SERVICES | $147,247 |
| BLACKBAUD | |||||
| 6107 RIDGE DRIVE | BETHESDA | MD | 20816 | PROJECT SERVICES | $137,757 |
| SMITH&HARROFF | |||||
| 1555 KING STREET | ALEXANDRIA | VA | 22314 | COMMUNICATION SRVS | $123,163 |
| REINECKE STRATEGIC SOLUTIONS INC | |||||
| 9107 RIDGE DRIVE | BETHESDA | MD | 20816 | PROJECT SERVICES | $120,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 8 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $63,075 | MembershipDuesAmt |
| All Other Contributions | $1,947,695 | AllOtherContributionsAmt |
| Total Contributions | $2,010,770 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PUBLICATIONS & PROGRAM | 900099 | $45,381 | $45,381 |
| CONFERENCES & SEMINARS | 900099 | $22,700 | $22,700 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $68,081 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $164,562 | TotalRevenueColumnAmt |
| Exclusion | $164,562 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $421,017 | TotalRevenueColumnAmt |
| Exclusion | $421,017 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $118,692 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $118,692 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $118,692 | TotalRevenueColumnAmt |
| Exclusion | $118,692 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $278,712 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $256,283 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $22,429 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $22,429 | TotalRevenueColumnAmt |
| Exclusion | $22,429 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $5,912 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $6,383 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$471 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$471 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| LIST RENTAL INCOME | 900099 | $1,721 | $1,721 |
| MISCELLANEOUS INCOME | 900099 | $1,100 | $1,100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,821 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,807,901 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $70,431 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $726,700 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150 | TotalAmt |
| Program Services | $150 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $534,346 | TotalAmt |
| Program Services | $400,688 | ProgramServicesAmt |
| Management And General | $34,860 | ManagementAndGeneralAmt |
| Fundraising | $98,798 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $531,132 | TotalAmt |
| Program Services | $398,278 | ProgramServicesAmt |
| Management And General | $34,650 | ManagementAndGeneralAmt |
| Fundraising | $98,204 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,855 | TotalAmt |
| Program Services | $16,389 | ProgramServicesAmt |
| Management And General | $1,425 | ManagementAndGeneralAmt |
| Fundraising | $4,041 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $113,855 | TotalAmt |
| Program Services | $85,376 | ProgramServicesAmt |
| Management And General | $7,428 | ManagementAndGeneralAmt |
| Fundraising | $21,051 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,864 | TotalAmt |
| Program Services | $50,139 | ProgramServicesAmt |
| Management And General | $4,362 | ManagementAndGeneralAmt |
| Fundraising | $12,363 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,543 | TotalAmt |
| Program Services | $13,669 | ProgramServicesAmt |
| Management And General | $464 | ManagementAndGeneralAmt |
| Fundraising | $3,410 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,179 | TotalAmt |
| Program Services | $37,540 | ProgramServicesAmt |
| Management And General | $1,273 | ManagementAndGeneralAmt |
| Fundraising | $9,366 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,000 | TotalAmt |
| Program Services | $18,700 | ProgramServicesAmt |
| Management And General | $634 | ManagementAndGeneralAmt |
| Fundraising | $4,666 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,190 | TotalAmt |
| Program Services | $20,407 | ProgramServicesAmt |
| Management And General | $692 | ManagementAndGeneralAmt |
| Fundraising | $5,091 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,153,528 | TotalAmt |
| Program Services | $898,804 | ProgramServicesAmt |
| Management And General | $30,481 | ManagementAndGeneralAmt |
| Fundraising | $224,243 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,975 | TotalAmt |
| Program Services | $39,652 | ProgramServicesAmt |
| Management And General | $2,738 | ManagementAndGeneralAmt |
| Fundraising | $5,585 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $139,427 | TotalAmt |
| Program Services | $77,357 | ProgramServicesAmt |
| Management And General | $35,139 | ManagementAndGeneralAmt |
| Fundraising | $26,931 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $231,027 | TotalAmt |
| Program Services | $180,011 | ProgramServicesAmt |
| Management And General | $6,105 | ManagementAndGeneralAmt |
| Fundraising | $44,911 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $185,234 | TotalAmt |
| Program Services | $109,268 | ProgramServicesAmt |
| Management And General | $48,257 | ManagementAndGeneralAmt |
| Fundraising | $27,709 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,799 | TotalAmt |
| Program Services | $51,948 | ProgramServicesAmt |
| Management And General | $5,342 | ManagementAndGeneralAmt |
| Fundraising | $8,509 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,589 | TotalAmt |
| Program Services | $61,257 | ProgramServicesAmt |
| Management And General | $6,299 | ManagementAndGeneralAmt |
| Fundraising | $10,033 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,096 | TotalAmt |
| Program Services | $2,423 | ProgramServicesAmt |
| Management And General | $1,058 | ManagementAndGeneralAmt |
| Fundraising | $615 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,332 | TotalAmt |
| Program Services | $30,280 | ProgramServicesAmt |
| Management And General | $13,373 | ManagementAndGeneralAmt |
| Fundraising | $7,679 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PUBLICATION EXPENSES | $27,682 | $22,879 | $1,580 | $3,223 |
| DUES AND SUBSCRIPTIONS | $24,765 | $20,468 | $1,414 | $2,883 |
| CAGING SERVICES | $14,975 | $11,668 | $396 | $2,911 |
| BANK SERVICE CHARGES | $14,139 | $8,438 | $3,142 | $2,559 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,246 | TotalAmt |
| Program Services | $25,175 | ProgramServicesAmt |
| Management And General | $3,822 | ManagementAndGeneralAmt |
| Fundraising | $5,249 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,455,928 | TotalAmt |
| Program Services | $2,580,964 | ProgramServicesAmt |
| Management And General | $244,934 | ManagementAndGeneralAmt |
| Fundraising | $630,030 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | Yes (X) | JointCostsInd |
Total Joint Costs TotalJointCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,950 | TotalAmt |
| Program Services | $17,689 | ProgramServicesAmt |
| Management And General | $13,923 | ManagementAndGeneralAmt |
| Fundraising | $42,338 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,406 | BOYAmt |
| EOY | $4,192 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,277,578 | BOYAmt |
| EOY | $1,391,597 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $241,692 | BOYAmt |
| EOY | $46,785 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,000 | BOYAmt |
| EOY | $65,617 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,020 | BOYAmt |
| EOY | $172,168 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $55,805 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $43,217 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,067 | BOYAmt |
| EOY | $12,588 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,788,370 | BOYAmt |
| EOY | $4,070,688 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $646,576 | BOYAmt |
| EOY | $481,671 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,143,733 | BOYAmt |
| EOY | $6,245,306 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $387,857 | BOYAmt |
| EOY | $397,030 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $615,948 | BOYAmt |
| EOY | $166,759 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $764,230 | BOYAmt |
| EOY | $578,226 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,768,035 | BOYAmt |
| EOY | $1,142,015 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,168,512 | BOYAmt |
| EOY | $4,319,661 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,207,186 | BOYAmt |
| EOY | $783,630 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,375,698 | BOYAmt |
| EOY | $5,103,291 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,143,733 | BOYAmt |
| EOY | $6,245,306 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$648,027 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $344,752 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $30,868 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,864,073 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,742,849 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,637,158 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,976,058 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,010,770 | CurrentTaxYearAmt |
| Total | $14,230,908 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,864,073 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,742,849 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,637,158 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,976,058 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,010,770 | CurrentTaxYearAmt |
| Total | $14,230,908 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $6,214,804 | SubstantialContributorsTotAmt |
| Public Support Total170 | $8,016,104 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $492,863 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $519,257 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $656,829 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $549,801 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $704,271 | CurrentTaxYearAmt |
| Total | $2,923,021 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,152 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,729 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,073 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $2,821 | CurrentTaxYearAmt |
| Total | $17,775 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $17,171,704 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $504,102 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.46680 | PublicSupportCY170Pct |
| Public Support PY170 | 0.50830 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | LIST RENTAL INCOME - 2019 AMOUNT: $ 5,823. 2020 AMOUNT: $ 3,389. 2021 AMOUNT: $ 3,073. 2023 AMOUNT: $ 1,721. MISCELLANEOUS - 2019 AMOUNT: $ 1,329. 2020 AMOUNT: $ 1,340. 2023 AMOUNT: $ 1,100. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $24,000 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $24,000 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $4,074,736 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $4,098,736 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $354,937 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $88,734 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $281,899 | CurrentYearMinus3Amt |
| Current Year Minus2 | $350,024 | CurrentYearMinus2Amt |
| Current Year Minus1 | $355,029 | CurrentYearMinus1Amt |
| Current Year | $354,937 | CurrentYearAmt |
| Total | $1,341,889 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $2,012,834 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $17,619 | CurrentYearMinus3Amt |
| Current Year Minus2 | $24,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $24,000 | CurrentYearMinus1Amt |
| Current Year | $24,000 | CurrentYearAmt |
| Total | $89,619 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $70,475 | CurrentYearMinus3Amt |
| Current Year Minus2 | $87,506 | CurrentYearMinus2Amt |
| Current Year Minus1 | $88,757 | CurrentYearMinus1Amt |
| Current Year | $88,734 | CurrentYearAmt |
| Total | $335,472 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $503,208 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $17,619 | CurrentYearMinus3Amt |
| Current Year Minus2 | $24,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $24,000 | CurrentYearMinus1Amt |
| Current Year | $24,000 | CurrentYearAmt |
| Total | $89,619 | TotalAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $268,081 | BeginningYearBalanceAmt |
| End Year Balance | $268,081 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $268,081 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $7,968 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,968 | OtherExpendituresAmt |
| End Year Balance | $268,081 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $180,012 | BeginningYearBalanceAmt |
| Contributions | $88,069 | ContributionsAmt |
| End Year Balance | $268,081 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $180,012 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $3,160 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,160 | OtherExpendituresAmt |
| End Year Balance | $180,012 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $180,012 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $6,137 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,137 | OtherExpendituresAmt |
| End Year Balance | $180,012 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $33,964 | OtherCostOrOtherBasisAmt |
| Depreciation | $17,280 | DepreciationAmt |
| Book Value | $16,684 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $21,841 | OtherCostOrOtherBasisAmt |
| Depreciation | $25,937 | DepreciationAmt |
| Book Value | -$4,096 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $12,588 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RIGHT OF USE ASSET | Desc |
| Book Value | $481,671 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $481,671 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| REFUNDABLE DEPOSITS | $10,598 |
| OPERATING LEASE LIABILITY | $567,628 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $578,226 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,142,383 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $344,752 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $9,537 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $354,289 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,788,094 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $26,190 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$6,383 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $19,807 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,807,901 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,445,659 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $9,537 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $6,383 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $15,920 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,429,739 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $26,190 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | -$1 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $26,189 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,455,928 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE FOUNDATION HAS FILED FOR AND RECEIVED INCOME TAX EXEMPTIONS IN THE VARIOUS JURISDICTIONS WHERE IT IS REQUIRED TO DO SO. THE FOUNDATION FILES THE FEDERAL FORM 990 TAX RETURN IN THE U.S. FEDERAL JURISDICTION AND VARIOUS STATES. AS OF DECEMBER 31, 2022, THE STATUTE OF LIMITATION FOR TAX YEARS 2019 THROUGH 2021 REMAINS OPEN WITH THE U.S. FEDERAL JURISDICTION AND VARIOUS STATES. IN ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, ACCOUNTING STANDARDS REQUIRE AN ENTITY TO RECOGNIZE THE FINANCIAL STATEMENT IMPACT OF A TAX POSITION WHEN IT IS MORE-LIKELY-THAN-NOT THAT THE POSITION WILL NOT BE SUSTAINED UPON EXAMINATION. MANAGEMENT EVALUATED THE FOUNDATION'S TAX POSITIONS AND CONCLUDED THAT THE FOUNDATION HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | COST OF GOODS SOLD INCLUDED ON PART VIII -6,383. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD INCLUDED ON PART VIII 6,383. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | ROUNDING -1. |
| PART V, LINE 4: | THE SHOU MEI HU - CECILIA WU KOJIMA FUND TOTALED $80,012 AND THE RESTRICTED INCOME IS FOR MEDICAL AND SCIENTIFIC RESEARCH RELATED TO THE PREVENTION, CURE, AND/OR TREATMENT OF OSTEOPOROSIS. THE DR. BURTON SPILLER FUND FOR BONE HEALTH RESEARCH TOTALED $188,069 AND THE RESTRICTED INCOME IS FOR MEDICAL RESEARCH REGARDING BONE HEALTH AND BONE RESEARCH GRANTS. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CLAIRE GILL | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $318,462 | $0 | $0 | $0 | $0 | $0 | $12,654 | $0 | $2,050 | $0 | $333,166 | $0 | $0 | $0 |
| LINDSEY WEST | ||||||||||||||
| SENIOR PROGRAM MANAGER | $182,840 | $0 | $0 | $0 | $0 | $0 | $7,350 | $0 | $16,767 | $0 | $206,957 | $0 | $0 | $0 |
| DEBRA ERIKSON | ||||||||||||||
| CAO | $177,482 | $0 | $0 | $0 | $0 | $0 | $7,497 | $0 | $16,200 | $0 | $201,179 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 4A. PATIENT EDUCATION | BHOF PROVIDES PATIENTS AND CARE PARTNERS WITH THE LATEST INFORMATION ON OSTEOPOROSIS PREVENTION, DETECTION, AND TREATMENT TO PREVENT BONE LOSS AND FRACTURES BY OFFERING A WIDE VARIETY OF PROGRAMS AND RESOURCES. YOUR PATH TO GOOD BONE HEALTH ONLINE PATIENT EDUCATION TOOL THIS PATIENT EDUCATION TOOL IS A ROADMAP FOR PATIENTS AND CARE PARTNERS AT ANY STAGE OF THEIR OSTEOPOROSIS JOURNEY. FROM UNDERSTANDING THE RISKS, TO JUST HAVING BEEN DIAGNOSED OR MANAGING OSTEOPOROSIS, IT SERVES AS A GUIDE TO SHARE THE KEY THINGS THAT THEY NEED TO KNOW. AND, IT POINTS TO RESOURCES TO ANSWER QUESTIONS. IT PLACES PATIENTS IN THE DRIVER'S SEAT THROUGHOUT THEIR OSTEOPOROSIS JOURNEY TO LEARN FROM QUICK READS, VIDEOS, AND PODCASTS. IT ALSO HELPS PATIENTS MORE EASILY NAVIGATE BHOF MATERIALS AND LINKS TO OTHER KEY RESOURCES. THIS ROADMAP HELPS PATIENTS TAKE CARE OF THEIR BONES TO STAY HEALTHY, ACTIVE, AND INDEPENDENT THROUGHOUT THEIR LIFETIME. STEPS TO STRONG BONES BHOF HOSTS THE MONTHLY STEPS TO STRONG BONES PROGRAM FOR THOSE WHO WANT TO STAY MOTIVATED TO MOVE MORE TO MAINTAIN THEIR BONE HEALTH. EACH SESSION FEATURES A SPEAKER WHO PROVIDES TIPS AND INSPIRATION TO STAY ACTIVE, EXERCISE, MOVE SAFELY, AND STAY COMMITTED TO FITNESS GOALS. NEARLY 100 PARTICIPANTS EACH MONTH TAKE THIS OPPORTUNITY TO LEARN MORE, CONNECT WITH LIKE-MINDED INDIVIDUALS, ASK QUESTIONS, AND SHARE THEIR PROGRESS. SUPPORT GROUPS BHOF STRIVES TO ASSIST THE MILLIONS OF PEOPLE AFFECTED BY OSTEOPOROSIS THROUGH A UNIFIED, NATIONAL NETWORK OF SUPPORT GROUPS THAT ARE COMMITTED TO PROVIDING PEOPLE WITH THE OPPORTUNITY TO OBTAIN ACCURATE, TIMELY INFORMATION IN AN ENVIRONMENT WHICH PROMOTES CONNECTEDNESS, AND CAMARADERIE. SUPPORT GROUPS PROVIDE A SAFE SPACE FOR INDIVIDUALS OF ALL AGES AND BACKGROUNDS TO SHARE INFORMATION AND EXPERIENCES AND ENCOURAGE EACH OTHER, LEADING TO A MORE ACTIVE ROLE IN MANAGING THEIR OSTEOPOROSIS AND PREVENTING ASSOCIATED FRACTURES. WHEN DIAGNOSED WITH A CHRONIC CONDITION LIKE OSTEOPOROSIS, WHICH CAN BE OVERWHELMING AND LIFE-CHANGING FOR MANY, ENGAGING AND EMPOWERING PEOPLE TO TAKE A MORE ACTIVE ROLE IN THEIR OWN CARE BECOMES CRUCIAL. INDIVIDUALS LEARN TO SELF-MANAGE AND INCORPORATE THEIR HEALTH CONDITION INTO THEIR DAILY LIVES. SUPPORT GROUPS MEET IN PERSON AND VIRTUALLY ACROSS 14 STATES SERVING 1,000+ MEMBERS, PROVIDING RESOURCES TO LEARN ABOUT OSTEOPOROSIS AND SHARING FIRST-HAND ADVICE FROM INDIVIDUALS EXPERIENCING A SIMILAR SITUATION. BHOF'S ONLINE COMMUNITY HOSTED BY INSPIRE BHOF WORKS TO ENSURE THAT EVERYONE AFFECTED BY OSTEOPOROSIS HAS A PLACE TO TURN FOR SUPPORT. AS A RESULT, BHOF AND INSPIRE HAVE PARTNERED TO CREATE A SAFE AND SECURE ONLINE OSTEOPOROSIS SUPPORT COMMUNITY. THE BHOF SUPPORT COMMUNITY OFFERS A PLACE FOR PATIENTS AND CAREGIVERS TO MEET OTHERS, ASK QUESTIONS, AND SHARE INFORMATION ABOUT OSTEOPOROSIS AND BONE HEALTH ONLINE. VOLUNTEER GROUP LEADERS, BHOF STAFF, AND INSPIRE STAFF ALL PLAY A KEY ROLE IN MONITORING THE BONE HEALTH AND OSTEOPOROSIS SUPPORT COMMUNITY. WE ARE PLEASED TO SEE COMMUNITY MEMBERSHIP GROW ON AN ANNUAL BASIS. IN 2023, THE ONLINE COMMUNITY INCREASED TO NEARLY 85,000 MEMBERS. WE HELD AN "ASK THE EXPERTS" SESSION ABOUT EXERCISE AND SAFE MOVEMENT WITH A PHYSICAL THERAPIST AND PILATES INSTRUCTOR DURING THE WEEK OF WORLD OSTEOPOROSIS DAY. HEALTHY BONES, BUILD THEM FOR LIFE PATIENT REGISTRY THE HEALTHY BONES, BUILD THEM FOR LIFE PATIENT REGISTRY SURVEYS PATIENTS AND CAREGIVERS ABOUT HOW OSTEOPOROSIS AND LOW BONE DENSITY IMPACT THEIR LIVES. THE INFORMATION IS COLLECTED ANONYMOUSLY, COMBINED, AND ANALYZED BY BHOF TO MAP OUT THE PATIENT'S JOURNEY AND SHOW WHAT PATIENTS NEED AND WANT MOST. SHARING EXPERIENCES WITH OSTEOPOROSIS WILL GUIDE AND ENHANCE THE EDUCATIONAL AND AWARENESS PROGRAMS WE OFFER, LEAD TO BETTER CARE AND RESEARCH ABOUT THE DISEASE, AND HELP IMPROVE THE BONE HEALTH OF FUTURE GENERATIONS. OSTEOPOROSIS AWARENESS AND PREVENTION MONTH AND WORLD OSTEOPOROSIS DAY DURING OSTEOPOROSIS AWARENESS AND PREVENTION MONTH IN MAY, BHOF SHARED INFORMATION ON SUPPORT GROUPS, A PATIENT REGISTRY, AND INFORMATIONAL RESOURCES AND GUIDES. INSPIRATION FOR THIS YEAR'S THEME, "HEALTHY BONES ARE ALWAYS IN STYLE," WAS DRAWN FROM LEGENDARY DESIGNER AND FASHION ICON, IRIS APFEL. AS A MEMBER OF THE AMBASSADORS LEADERSHIP COUNCIL, MS. APFEL HAS BEEN INSTRUMENTAL IN HELPING TO RAISE AWARENESS ABOUT HOW IMPORTANT GOOD BONE HEALTH IS FOR AGING WELL AND STAYING ACTIVE. WE OFFERED A VARIETY OF RESOURCES TO HELP INDIVIDUALS LEARN MORE ABOUT OSTEOPOROSIS AND HOW TO MAINTAIN STRONG AND HEALTHY BONES. THIS INCLUDED INFORMATION ON BONE-HEALTHY FOODS, EXERCISE, BONE DENSITY TESTING, MEDICATIONS FOR TREATMENT OF OSTEOPOROSIS, TIPS FOR PREVENTING FALLS, AND MUCH MORE. THROUGHOUT THE MONTH OF MAY, WE HOSTED AND SHARED A VARIETY OF EVENTS TO PROMOTE BONE HEALTH AWARENESS. THESE EVENTS INCLUDED EDUCATIONAL WEBINARS, INTERACTIVE PRESENTATIONS, NEW PODCAST EPISODES, AND FITNESS CLASSES. WORLD OSTEOPOROSIS DAY TAKES PLACE ANNUALLY ON OCTOBER 20TH TO ENCOURAGE EVERYONE, NO MATTER THEIR AGE, TO BECOME ACTIVE IN TAKING CHARGE OF THEIR BONE HEALTH. BHOF SHARED MANY IMPORTANT RESOURCES TO HELP EVERYONE UNDERSTAND THE IMPORTANCE OF GOOD BONE HEALTH, INCLUDING HOW TO PREVENT, MANAGE, AND TREAT OSTEOPOROSIS. WE PREPARED A USER-FRIENDLY TOOLKIT THAT INCLUDED INFORMATION ABOUT OSTEOPOROSIS, HOW TO FIND SUPPORT AND SHARE ON SOCIAL MEDIA, AND PARTICIPATE IN THE OSTEO-A-GOGO AWARENESS DANCE CAMPAIGN. STRONG VOICES FOR STRONG BONES A BHOF AMBASSADOR IS A WELL-INFORMED, PASSIONATE, AND OFTEN PERSUASIVE INDIVIDUAL WHO CARES DEEPLY ABOUT THOSE WHO SUFFER FROM OSTEOPOROSIS. AMBASSADORS ARE ADEPT AT MAKING AN IMPACT AND SPARKING POSITIVE CHANGE IN THEIR FIELD, SECTOR, OR COMMUNITY. THE ROLE OF AN AMBASSADOR IS TO ADVISE BHOF LEADERSHIP, AND TO HELP MAKE INROADS IN THE MEDICAL, BUSINESS, AND PHILANTHROPIC SECTORS WITHIN THEIR COMMUNITIES. INVOLVEMENT IS TAILORED TO EACH AMBASSADOR'S AREA OF INTEREST, TIME CONSTRAINTS, AND EXPERTISE. WE CURRENTLY HAVE 184 MEMBERS WHO HAVE ASSISTED US IN ADVOCACY, SERVED AS GUEST SPEAKERS ON WEBINARS FOR CONSUMERS, AND PROVIDED EXPERTISE IN PROGRAM DEVELOPMENT. IN ADDITION, WE CONTINUED TO UPDATE OUR MEMBERS THROUGH ACTIVITIES AND COMMUNICATIONS FOCUSED ON ADVOCACY, FUNDRAISING, AND EDUCATION. |
| FORM 990, PART III, LINE 4B. PROFESSIONAL EDUCATION | IN 2023, BHOF'S LEARNING MANAGEMENT SYSTEM HAD OVER 100 COURSES/SESSIONS WITH MORE THAN 300 USERS/LEARNERS. BHOF IS ACCREDITED BY THE ACCREDITATION COUNCIL FOR CONTINUING MEDICAL EDUCATION (ACCME) TO PROVIDE CONTINUING MEDICAL EDUCATION FOR PHYSICIANS AND IS ACCREDITED AS A PROVIDER OF CONTINUING NURSING EDUCATION BY THE AMERICAN NURSES CREDENTIALING CENTER'S (ANCC) COMMISSION ON ACCREDITATION. HEALTHY BONES/HEALTHY COMMUNITIES (CITIES) LAUNCHED IN 2019, THE HEALTHY BONES/HEALTHY COMMUNITIES TRAINING PROGRAM ENGAGES A NATIONAL MEDICAL COHORT FOCUSED ON OSTEOPOROSIS AND HEALTHY BONES, TARGETING THE EDUCATIONAL AND SUPPORT NEEDS OF FAMILY PHYSICIANS, INTERNISTS, AND ADVANCED PRACTICE PROVIDERS. THE CONTENT FOCUSES ON EVERYTHING FROM BASIC BONE BIOLOGY TO OSTEOPOROSIS EPIDEMIOLOGY, DIAGNOSIS, AND MANAGEMENT. THROUGH THE PROGRAM, WE ARE TRAINING FAMILY PRACTICE, INTERNAL MEDICINE, AND OBSTETRICS/GYNECOLOGY PROVIDERS IN SEVEN CITIES TO BECOME BONE HEALTH EXPERTS AND TO SERVE AS A RESOURCE FOR OTHER LOCAL CLINICIANS. IN 2023, WE HOSTED A SUCCESSFUL PROGRAM IN SAN DIEGO, CA. PARTICIPANTS WORKED ON AN ONGOING PROJECT WITH THEIR CITY TEAM TO RAISE AWARENESS ABOUT BONE HEALTH AND OSTEOPOROSIS AND TO IMPROVE PATIENT CARE. WHILE BUILDING ON THE SUCCESS AND LESSONS LEARNED FROM THE INITIAL PROGRAM, BHOF RECENTLY LAUNCHED THE LATEST HEALTHY BONES/HEALTHY COMMUNITIES PROGRAM THAT OFFERS A VARIETY OF POST-FRACTURE CARE LEARNING ACTIVITIES IN PARTNERSHIP WITH SELECT FRACTURE LIAISON SERVICE (FLS) PROGRAM TEAMS (IN EARLY/MID-STAGE PROGRAM DEVELOPMENT) EAGER TO LEARN AND OVERCOME BARRIERS TO ADVANCE BEST PRACTICES AND GROW THEIR PROGRAMS. THIS PROGRAM TARGETS A BROAD RANGE OF HEALTHCARE PRACTITIONERS ACROSS SPECIALTIES THAT MANAGE OSTEOPOROSIS PATIENT CARE. BY DEMONSTRATING SUCCESS, THE PROGRAM WILL ESTABLISH THE CONTENT, PROCESSES, AND CAPACITY NEEDED FOR THE INITIATIVE TO BE SCALED UP TO INCLUDE ADDITIONAL CITIES/REGIONS IN THE FUTURE. THE FIRST PROGRAM TOOK PLACE IN BURLINGTON, VT, IN 2023. RADICALLY SIMPLE TOOL BHOF COLLABORATED WITH AVOMD TO LAUNCH THE ELECTRONIC VERSION OF THE OSTEOPOROSIS AND FRACTURE RISK EVALUATION TOOL, ALSO KNOWN AS THE RADICALLY SIMPLE TOOL, VIA A MOBILE/ELECTRONIC APPLICATION. THE RADICALLY SIMPLE TOOL SUPPORTS HEALTHCARE PROFESSIONALS IN STARTING A DIALOGUE WITH PATIENTS ABOUT THE BENEFITS AND RISKS ASSOCIATED WITH OSTEOPOROSIS MEDICATION AS PART OF THEIR TREATMENT PLAN. THE POST FRACTURE CARE (FLS) PILOT PROGRAM BHOF COLLABORATED WITH MEDSTAR (MARYLAND) AND ATRIUM (NORTH CAROLINA) HEALTH SYSTEMS TO TEST A "SYSTEMS APPROACH" TO FRACTURE LIAISON SERVICE (FLS), "CREATING A POST-FRACTURE CARE PATHWAY TO HELP CURB THE OSTEOPOROSIS CRISIS AND PREVENT PATIENTS FROM SUFFERING DEBILITATING BROKEN BONES. AMGEN, INC. AND UCB, INC. PROVIDED SUPPORT FOR THIS PROJECT. CLINICAL UPDATES NEWSLETTERS AND WEBINAR TWO CLINICAL UPDATES NEWSLETTERS WERE RECENTLY PUBLISHED ON THE TOPIC OF VERTEBRAL COMPRESSION FRACTURES (VCF). THE NEWSLETTERS ON "IDENTIFYING OSTEOPOROSIS-RELATED VERTEBRAL FRACTURES IN PRIMARY CARE AND "MANAGEMENT OF VERTEBRAL COMPRESSION FRACTURES IN PRIMARY CARE" ARE AVAILABLE VIA BHOF'S LEARNING MANAGEMENT SYSTEM. BHOF HOSTED A WEBINAR ON OPIOID USE FOLLOWING VERTEBRAL COMPRESSION FRACTURE (VCF) TREATMENT PROCEDURES IN THE SUMMER OF 2023. SANTA FE BONE SYMPOSIUM BHOF SPONSORED A SESSION AT THE 23RD ANNUAL SANTA FE BONE SYMPOSIUM IN AUGUST 2023, ON "OVERVIEW OF OSTEOPOROSIS GUIDELINES AND BHOF RESOURCES TO ADD VALUE TO CLINICAL PRACTICE." BONEFIT USA TRAINING PROGRAM BONEFIT IS AN EVIDENCE-INFORMED EXERCISE TRAINING WORKSHOP DESIGNED FOR HEALTHCARE PROFESSIONALS AND EXERCISE SPECIALISTS TO PROVIDE TRAINING ON THE MOST APPROPRIATE, SAFE, AND EFFECTIVE METHODS TO PRESCRIBE AND PROGRESS EXERCISE FOR PEOPLE WITH OSTEOPOROSIS. BONEFIT INCLUDES TWO DIFFERENT LEVELS OF WORKSHOPS. BONEFIT BASICS WORKSHOPS ARE AIMED AT EXERCISE AND FITNESS PROFESSIONALS. BONEFIT CLINICAL WORKSHOPS ARE AIMED AT REHABILITATION PROFESSIONALS. ONLINE LEARNING MODULES ARE ALSO COMPLETED BY ALL WORKSHOP PARTICIPANTS. IN 2023, THREE TRAINING COURSES WERE PROVIDED TO 69 PARTICIPANTS BETWEEN IN-PERSON AND VIRTUAL DELIVERY. BHOF PARTNERS WITH OSTEOPOROSIS CANADA AND THE FOUNDERS OF BONEFIT TO OFFER THIS TRAINING PROGRAM IN THE U.S. |
| FORM 990, PART III, LINE 4C. ADVOCACY | WE ADVOCATE IN SUPPORT OF AWARENESS, RESEARCH, PATIENTS, AND PROFESSIONALS. NATIONAL BONE HEALTH POLICY INSTITUTE BHOF'S BONE HEALTH POLICY INSTITUTE WAS LAUNCHED IN 2019 TO RAISE AWARENESS AND DRIVE POLICY THAT SUPPORTS PATIENTS WITH OSTEOPOROSIS AND THEIR CARE PARTNERS. IN 2023, OUR COALITION TO STRENGTHEN BONE HEALTH MEMBERSHIP GREW TO INCLUDE 27 LEADING NATIONAL ORGANIZATIONS, AND WE CONVENED THREE VIRTUAL MEETINGS OF THE COALITION. WE CONTINUE TO SEEK NEW MEMBERS WHO CAN HELP ADVANCE OUR BONE HEALTH POLICY AGENDA WITH THEIR MEMBERSHIP AND WITH CONGRESS. TOGETHER, WE ARE ADVOCATING TO CREATE POLICIES FOR HEALTHY, STRONG BONES AND HEALTHIER AGING. BHOF HELD A "CONGRESSIONAL BRIEFING: WOMEN'S BONE HEALTH THROUGHOUT THE LIFESPAN". BHOF PRESENTED INFORMATION ABOUT BONE HEALTH BASICS, THE BONE HEALTH CRISIS IN THE U.S., INCLUDING DATA FROM THE MILLIMAN REPORT, PROTECTING YOUR BONE HEALTH, AND ADDRESSING THE OSTEOPOROSIS CRISIS WITH POLICY SOLUTIONS. THE BRIEFING WAS RECORDED AND CIRCULATED TO HILL STAFF AND HAS HAD OVER 100 VIEWS TO DATE. FOR THE THIRD CONSECUTIVE YEAR, BHOF ANNOUNCED THE CONGRESSIONAL BONE HEALTH CHAMPION AWARDS. 2023 HONOREES INCLUDED SENATOR JOHN BARRASSO [R-WY], SENATOR TAMMY BALDWIN [D-WI], REPRESENTATIVE SUSIE LEE [D-NV], AND REPRESENTATIVE KAT CAMMACK [R-FL]. SENATOR BARRASSO WAS THE LEAD AUTHOR ON A LETTER SIGNED BY THREE ADDITIONAL SENATORS REQUESTING THAT THE OFFICE OF MANAGEMENT AND BUDGET URGE CMS TO INCLUDE THE FLS CODE IN THE PHYSICIAN FEE SERVICE PROPOSED RULE. SEN. BALDWIN IS CHAIR OF THE COMMITTEE OVERSEEING THE DEPARTMENT OF HEALTH AND HUMAN SERVICES. REPRESENTATIVES LEE AND CAMMACK ARE CO-CHAIRS OF THE BIPARTISAN CONGRESSIONAL WOMEN'S CAUCUS AND CO-CHAIRED OUR RECENT POLICY BRIEFING. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE CHIEF ADMINISTRATIVE OFFICER AND FINANCE CONSULTANT, AS WELL AS THE CHIEF EXECUTIVE OFFICER, REVIEW THE FEDERAL FORM 990 AS PREPARED BY THE IDEPENDENT AUDITORS TO DETERMINE IF THE INFORMATION PRESENTED IN THE FEDERAL FORM 990 IS IN AGREEMENT WITH INFORMATION ORIGINALLY PROVIDED TO THE INDEPENDENT AUDITORS. THE FOUNDATION AND AUDITORS DISCUSS ISSUES, IF ANY, BEFORE THE FEDERAL FORM 990 IS FILED WITH THE INTERNAL REVENUE SERVICE. BOARD MEMBERS RECEIVE A COPY OF THE COMPLETED FORM 990 FOR REVIEW AND COMMENT BEFORE IT IS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE BOARD ANNUALLY REVIEWS THE CONFLICT OF INTEREST POLICY AND DISCLOSES ANY POTENTIAL CONFLICT OF INTEREST. ALL EMPLOYEES ARE ASKED TO SIGN A CONFLICT OF INTEREST DISCLOSURE STATEMENT. THE SIGNED DOCUMENTS ARE REVIEWED BY THE CHIEF EXECUTIVE OFFICER AND KEPT BY THE CHIEF ADMINISTRATIVE OFFICER. THE CONFLICT OF INTEREST POLICY IS ALWAYS TAKEN INTO CONSIDERATION WHEN THERE IS THE POTENTIAL FOR CONFLICT, PARTICULARLY WHEN SIGNING NEW CONTRACTS OR BEGINNING NEW RELATIONSHIPS. ANY POSSIBLE APPEARANCE OF CONFLICT OF INTEREST THAT ARISES IN THE COURSE OF BUSINESS IS RESEARCHED TO DETERMINE THE EXISTENCE OF A CONFLICT. IF A CONTRACT IS TO BE MADE WITH A RELATED PARTY, IT IS DISCLOSED TO THE BOARD AND A VOTE IS TAKEN IF THE FOUNDATION'S STAFF MEMBERS IDENTIFY A CONFLICT OF INTEREST. THE FOUNDATION'S CHIEF EXECUTIVE OFFICER AND ITS CHIEF ADMINISTRATIVE OFFICER SHARE THIS INFORMATION WITH THE EXECUTIVE COMMITTEE OF THE BOARD FOR ITS ACTION. |
| FORM 990, PART VI, SECTION B, LINE 15A | COMPENSATION SURVEYS FOR EMPLOYEES IN SIMILAR POSITIONS WITH SIMILAR RESPONSIBILITIES IN THE NOT-FOR-PROFIT INDUSTRY ARE USED AS BENCHMARKS FOR DETERMINING COMPENSATION OF OFFICERS AND KEY EMPLOYEES. THE COMPENSATION FOR THE CHIEF EXECUTIVE OFFICER IS DECIDED BY THE BOARD PRIVATELY. EACH YEAR, PRIOR TO THE MEETING WHEN THE COMPENSATION DECISIONS IS MADE, THE CHAIRMAN OF THE BOARD REVIEWS COMPARABLE SALARIES IN THE NOT-FOR-PROFIT INDUSTRY AND SENDS OUT A PERFORMANCE REVIEW TO EACH BOARD MEMBER TO USE IN EVALUATING THE CHIEF EXECUTIVE OFFICER'S PERFORMANCE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FOUNDATION'S GOVERNING DOCUMENTS ARE NOT MADE PUBLIC AS THE FOUNDATION BELIEVES THESE ARE PROPRIETARY IN NATURE. THE FOUNDATION'S AUDITED FINANCIAL STATEMENTS, FEDERAL FORM 990 AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO THE PUBLIC ON THE FOUNDATION'S WEBSITE. |
| FORM 990, PART IX, LINE 11G | CONSULTING FEES: PROGRAM SERVICE EXPENSES 773,629. MANAGEMENT AND GENERAL EXPENSES 26,236. FUNDRAISING EXPENSES 193,013. TOTAL EXPENSES 992,878. OTHER CONTRACTUAL SERVICES: PROGRAM SERVICE EXPENSES 125,175. MANAGEMENT AND GENERAL EXPENSES 4,245. FUNDRAISING EXPENSES 31,230. TOTAL EXPENSES 160,650. |
| FORM 990, PART XI, LINE 9: | ROUNDING -1. AMERICAN BONE HEALTH EDUCATION ASSETS 30,869. |
| FORM 990, PART XII, LINE 2C: | THE FINANCE AND AUDIT COMMITTEE HAS RESPONSBILITY FOR THESE ITEMS. THIS PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR. |