LUPUS FOUNDATION OF AMERICA INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- LUPUS FOUNDATION OF AMERICA INC (EIN 43-1131436)
- Tax period
- 2021-10-01 to 2022-09-30
- Filed
- 2023-08-08
- IRS object ID
- 202342209349300929
- Schema version
- 2021v4.2
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-08-08T11:08:54-05:00 | ReturnTs |
| Tax Period End | 2022-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 111986323 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCUM LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1899 L STREET NW SUITE 850 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 431131436 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUPUS FOUNDATION OF AMERICA INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LUPU | BusinessNameControlTxt |
| Phone | 2023491155 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2121 K STREET NW 200 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20037 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JULIE TUNE | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 2023491155 | PhoneNum |
| Signature | 2023-08-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JULIE | PersonFirstNm |
| Person Last | TUNE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AARON M FOX | PreparerPersonNm |
| PTIN | P01365820 | PTIN |
| Phone | 2022274000 | PhoneNum |
| Preparation | 2023-08-07 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JULIE TUNE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2121 K STREET NW 200 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20037 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $17,368,419 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LUPUS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1977 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | IMPROVE THE QUALITY OF LIFE FOR PEOPLE WITH LUPUS THROUGH RESEARCH, EDUCATION, SUPPORT AND ADVOCACY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 66 | TotalEmployeeCnt |
| Total Volunteers | 3085 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $12,393,471 | PYContributionsGrantsAmt |
| CY Contributions Grants | $15,265,716 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,592,352 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,211,689 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,634 | PYInvestmentIncomeAmt |
| CY Investment Income | $18,304 | CYInvestmentIncomeAmt |
| PY Other Revenue | $34,086 | PYOtherRevenueAmt |
| CY Other Revenue | $768,256 | CYOtherRevenueAmt |
| PY Total Revenue | $15,023,543 | PYTotalRevenueAmt |
| CY Total Revenue | $17,263,965 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,528,584 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,735,150 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $6,614,574 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,046,431 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $64,550 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $158,660 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,293,823 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,519,460 | PYOtherExpensesAmt |
| CY Other Expenses | $6,478,166 | CYOtherExpensesAmt |
| PY Total Expenses | $14,727,168 | PYTotalExpensesAmt |
| CY Total Expenses | $15,418,407 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $296,375 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,845,558 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $8,838,757 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,829,433 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,862,366 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,078,827 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,976,391 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,750,606 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | LUPUS FOUNDATION OF AMERICA, INC. (THE FOUNDATION) IS DEDICATED TO IMPROVING THE QUALITY OF LIFE FOR ALL PEOPLE AFFECTED BY LUPUS THROUGH PROGRAMS OF RESEARCH, EDUCATION, SUPPORT, AND ADVOCACY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $5,423,434 | ExpenseAmt |
| Revenue | $308,996 | RevenueAmt |
| Desc | PUBLIC INFORMATION AND EDUCATION:THE LUPUS FOUNDATION OF AMERICA (FOUNDATION) CONDUCTS PROGRAMS TO INCREASE AWARENESS AND UNDERSTANDING OF LUPUS AND ITS CONSEQUENCES TO IMPROVE EARLY DIAGNOSIS AND TREATMENT. IN 2022, THE FOUNDATION CONTINUED TO EXPAND ITS REACH THROUGH ITS WEBSITE, ONLINE EDUCATION PROGRAMS, AWARENESS CAMPAIGNS, SOCIAL MEDIA MARKETING, CELEBRITY ENGAGEMENT, AND COMMUNITY PARTNERSHIPS. OUR WEBSITE IS THE LEADING SOURCE FOR LUPUS-RELATED INFORMATION, WITH AN ONLINE AUDIENCE OF MORE THAN 11 MILLION VISITS ANNUALLY. OUR SOCIAL MEDIA CHANNELS HAVE 414,000 COMBINED FOLLOWERS ACROSS THE SIX MOST-POPULAR SOCIAL PLATFORMS CHANNELS.WE CREATED AND EXECUTED MULTIPLE SOCIAL MEDIA CAMPAIGNS AS PART OF OUR "SPOTLIGHT SERIES" TO CALL ATTENTION TO THE UNIQUE IMPACT OF LUPUS AMONG DIFFERENT POPULATIONS AND AUDIENCES, SHARING IMPORTANT RESOURCES AND CALLING ATTENTION TO HEALTH DISPARITIES.DURING LUPUS AWARENESS MONTH IN MAY THE FOUNDATION HIGHLIGHTED MANY OF THE OFTEN-INVISIBLE WAYS LUPUS IMPACTS EVERYDAY LIFE. OUR EFFORTS TO RAISE AWARENESS SPANNED SOCIAL MEDIA, EMAIL AND WE EVEN SECURED NATIONAL TV SEGMENTS ON NBC'S TODAY SHOW AND TELEMUNDO'S HOY DA. THE FOUNDATION ALSO SPEARHEADED THE ANNUAL GLOBAL OBSERVANCE OF WORLD LUPUS DAY ON MAY 10. WE DEVELOPED AND EXECUTED A WORLD-WIDE "MAKE LUPUS VISIBLE" SOCIAL MEDIA CAMPAIGN TO SHARE IMPORTANT LUPUS EDUCATION FACTS, LEVERAGED THROUGH THE SHARING OF VARIOUS TOOLS, MESSAGES AND IMAGES TO SUCCESSFULLY RAISE AWARENESS OF LUPUS AND ITS IMPACT ON A GLOBAL SCALE.MORE THAN 110 CONTENT CREATORS JOINED US FOR GAME ON! TO END LUPUS, OUR THREE DAY LIVE STREAM EVENT WHERE STREAMERS FROM AROUND THE WORLD RAISE AWARENESS OF LUPUS AND FUNDS FOR LUPUS RESEARCH. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,417,709 | ExpenseAmt |
| Grant | $72,500 | GrantAmt |
| Revenue | $182,206 | RevenueAmt |
| Desc | NETWORK SUPPORT AND SERVICES:THE FOUNDATION'S NATIONAL NETWORK INCLUDES CHAPTERS, REGIONAL OFFICES, AMBASSADORS, AND SUPPORT GROUPS ACROSS THE UNITED STATES. NETWORK AFFILIATES CONDUCT EDUCATION PROGRAMS, SUPPORT RESEARCH, AND PROVIDE INFORMATION, SUPPORT AND ADVOCACY TO IMPROVE THE QUALITY OF LIFE FOR THOSE AFFECTED BY LUPUS AND LESSEN THE IMPACT OF LUPUS.THE FOUNDATION PROVIDES NETWORK AFFILIATES WITH CAPACITY-BUILDING SERVICES, ORGANIZATIONAL DEVELOPMENT, STRATEGIC SUPPORT, TRAINING, AND CONSULTATION. OUR AMBASSADOR PROGRAM CONTINUES TO GROW, AND PLAYS A VITAL ROLE IN SUPPORTING THE FOUNDATION'S MISSION. WE HAVE OVER 170 TRAINED AMBASSADORS WHO PROVIDE COMMUNITY-BASED PEER-TO-PEER EDUCATION AND SUPPORT.THE FOUNDATION ALSO PROVIDES OVERSIGHT AND RESOURCES TO MORE THAN 55 NATIONAL SUPPORT GROUPS AND 75 TRAINED SUPPORT GROUP FACILITATORS WHO SERVE CONSTITUENTS NATIONWIDE. IN 2022, THE FOUNDATION EXPANDED ITS SUPPORT GROUPS TO SERVE KEY POPULATIONS IMPACTED BY LUPUS. THESE GROUPS INCLUDE: MALES WHO ARE LIVING WITH LUPUS, A YOUTH GROUP FOR INDIVIDUALS UNDER AGE 25, A HISPANIC SUPPORT GROUP WHICH OFFERS HELP IN ENGLISH AND SPANISH, AN ASIAN SUPPORT GROUP THAT PROVIDES HELP THROUGHOUT THE COUNTRY AS WELL AS INTERNATIONALLY, CAREGIVERS AND CARE PARTNERS FOR LUPUS PATIENTS, AND A GROUP FOR BLACK WOMEN WHO ARE LIVING WITH LUPUS. DUE TO THE PANDEMIC, WE CONVERTED ALL SUPPORT GROUPS TO VIRTUAL GATHERINGS, ALLOWING GREATER ACCESS TO THIS VALUABLE RESOURCE NEEDED NOW MORE THAN EVER.THE FOUNDATION CONTINUES ITS LEADERSHIP ROLE OF THE WORLD LUPUS FEDERATION, A GLOBAL COALITION OF ROUGHLY 250 LUPUS PATIENT ADVOCACY GROUPS FROM 75 COUNTRIES. THE FEDERATION'S MISSION IS TO ADVANCE LUPUS AWARENESS AND ADVOCACY INITIATIVES THAT BRING GREATER ATTENTION AND RESOURCES TO THE FIGHT TO END LUPUS WORLDWIDE. IN 2022, THE WORLD LUPUS FEDERATION CONDUCTED A GLOBAL SURVEY TO UNDERSTAND THE IMPACT OF LUPUS ON THE BODY'S ORGANS. MORE THAN 6,700 PEOPLE WITH LUPUS FROM OVER 100 COUNTRIES PARTICIPATED IN THE SURVEY. AMONG THE FINDINGS, 87% REPORTED LUPUS HAS IMPACTED ONE OR MORE MAJOR ORGANS OR ORGAN SYSTEMS, AND NEARLY THREE QUARTERS OF RESPONDENTS REPORTED AN AVERAGE OF THREE ORGANS AFFECTED.THE FOUNDATION ALSO ENGAGED WITH VOLUNTEERS AND SUPPORTERS THROUGHOUT THE UNITED STATES. FOR THE FIRST TIME SINCE 2019, THE WALK TO END LUPUS NOW EVENTS WERE HELD IN-PERSON IN OVER 19 MARKETS ACROSS THE COUNTRY. BEING BACK IN-PERSON ALLOWED FOR IMPORTANT CONNECTION AND ENGAGEMENT AMONG WALK PARTICIPANTS, SPONSORS AND VOLUNTEERS, AS WELL AS THE OPPORTUNITY TO RAISE AWARENESS AND FUNDS VITAL TO IMPROVING THE QUALITY OF LIFE FOR ALL PEOPLE AFFECTED BY LUPUS. IN ADDITION, A VIRTUAL 'CELEBRATION' WAS HELD TO ALLOW FOR PARTICIPATION FROM ACROSS THE COUNTRY, INCLUDING THOSE NOT COMFORTABLE PARTICIPATING IN-PERSON, OR THOSE WITHOUT A WALK IN THEIR LOCAL COMMUNITY. THE "VIRTUAL 6 CHALLENGE," 6 DAYS TO COMPLETE 6 MILES, REPLACED THE FOUNDATION'S IN-PERSON ENDURANCE PROGRAM, "TEAM MAKE YOUR MARK AND CONTINUES TO PROVIDE A UNIQUE OPPORTUNITY FOR PARTICIPANTS FROM ALL ACROSS THE COUNTRY TO PARTICIPATE IN A WAY THAT BEST MATCHES THEIR AREA OF INTEREST. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,292,132 | ExpenseAmt |
| Grant | $1,662,650 | GrantAmt |
| Revenue | $710,487 | RevenueAmt |
| Desc | RESEARCH:OUR NATIONAL RESEARCH PROGRAM SEEKS TO SOLVE SCIENTIFIC PROBLEMS THAT FOR DECADES HAVE STALLED PROGRESS IN LUPUS RESEARCH, TREATMENT DEVELOPMENT AND ACCESS, AND PATIENT CARE. THROUGHOUT THE YEAR, WE AGGRESSIVELY PURSUED STRATEGIES TO INCREASE FEDERAL, STATE, AND INDUSTRY SUPPORT FOR LUPUS RESEARCH, FACILITATED STRATEGIC COLLABORATIONS, LED GLOBAL ALLIANCES TO DRIVE CONSENSUS, AND PROVIDED DIRECT FINANCIAL SUPPORT TO RESEARCHERS THROUGH THE FOUNDATION'S PEER-REVIEWED RESEARCH GRANT PROGRAMS. THESE EFFORTS LAY THE GROUNDWORK FOR LUPUS RESEARCH LEADING TO SIGNIFICANT TREATMENT BREAKTHROUGHS.THROUGH OUR DIRECT FUNDING SUPPORT AND VARIOUS FOUNDATION INITIATIVES, WE INVESTED OVER $1.0 MILLION TO FUND PEER-REVIEWED RESEARCH GRANTS, AWARDS TO INVESTIGATORS, RESEARCH PARTNERSHIPS, AND COLLABORATIVE PROJECTS.AS PART OF OUR RESEARCH FUNDING EFFORTS, THE FOUNDATION ALSO WORKED WITH CONGRESS TO SECURE MORE THAN $22 MILLION IN PUBLIC FUNDING FOR LUPUS RESEARCH AND EDUCATION PROGRAMS. THE FOUNDATION ALSO HELPED SECURE A $2.5 BILLION INCREASE IN FUNDING FOR THE NATIONAL INSTITUTES OF HEALTH, THE WORLD'S LARGEST PUBLIC FUNDER OF LUPUS RESEARCH.THE FOUNDATION CONTINUES TO LEAD INITIATIVES TO OVERCOME BARRIERS THAT INHIBIT PROGRESS IN DEVELOPING AND APPROVING NEW, EFFECTIVE AND TOLERABLE TREATMENTS FOR PEOPLE WITH LUPUS, INCLUDING:- RECRUITING MORE THAN 500 NEW PEOPLE WITH LUPUS AND CAREGIVERS TO PARTICIPATE IN RESEARCH ACCELERATED BY YOU (RAY), A LUPUS DATA PLATFORM FOR PEOPLE WITH LUPUS AND CAREGIVERS TO SHARE ANONYMOUS INFORMATION ABOUT THEIR LUPUS EXPERIENCE. WE ALSO WORKED TO INCREASE DIVERSE REPRESENTATION WITHIN RAY BY USING EVIDENCE-BASED APPROACHES TO RECRUITMENT. THE RAY DATA PLATFORM WAS UPGRADED IN 2022 TO COLLECT DATA OVER THE LIFESPAN OF THE PARTICIPANT WHICH WILL ENHANCE OUR CAPABILITIES TO ASSESS THE NATURAL HISTORY OF DISEASE AND ASCERTAIN ADDITIONAL INSIGHTS ABOUT A PERSON'S JOURNEY WHILE LIVING WITH LUPUS. THE DATA PLATFORM SERVES AS A CONDUIT TO HELP RESEARCHERS ACCELERATE THE DEVELOPMENT OF NEW TREATMENTS AND IMPROVE DISEASE OUTCOMES USING PATIENT-FIRST AND PATIENT-CENTRIC APPROACHES.- SUPPORTING A MULTI-YEAR STUDY OF MESENCHYMAL STROMAL CELLS AS A POTENTIAL TREATMENT FOR LUPUS. THE MEDICAL UNIVERSITY OF SOUTH CAROLINA LEADS THE STUDY IN PARTNERSHIP WITH THE NATIONAL INSTITUTE FOR ALLERGY AND INFECTIOUS DISEASES (NIAID). ALL CLINICAL SITES CONTINUE TO ENROLL PARTICIPANTS, AND INVESTIGATORS EXPECT TO FINISH THE STUDY ON TIME.- LEADING THE ADDRESSING LUPUS PILLARS FOR HEALTH ADVANCEMENT (ALPHA) PROJECT, A GLOBAL MULTI-PHASE INITIATIVE TO IDENTIFY AND ADDRESS TOP URGENT AND UNMET ISSUES THAT WILL IMPROVE LUPUS OUTCOMES. IN 2022, THE PROJECT WORK GROUPS FOCUSED ON THREE PILLARS OF NEED: ACCESS TO CARE, DRUG DEVELOPMENT, AND CLINICAL CARE. THIS YEAR, THE TEAMS ADDRESSED CRITICAL ISSUES RELATED TO TIME TO DIAGNOSIS AND EXPLORED THE BENEFITS AND NEGATIVE CONSEQUENCES OF DEFINING LUPUS AS A SPECTRUM DISEASE. THE DRUG DEVELOPMENT WORKING GROUP CONVENED A MEETING ON CLINICAL TRIAL OUTCOME MEASURES IN LUPUS THAT HIGHLIGHTED CHALLENGES IN ACCURATELY ACCOUNTING FOR LUPUS HETEROGENEITY ACROSS THE AGE CONTINUUM AND THE IMPORTANCE OF MEASURING OUTCOMES IMPORTANT TO PEOPLE LIVING WITH LUPUS. THIS WORK HAS RESULTED IN SECURING TWO TIMELY JOURNAL PUBLICATIONS THAT WILL BE PUBLISHED IN EARLY 2023.- FUNDING GRADUATE AND UNDERGRADUATE STUDENT FELLOWSHIPS AND EARLY CAREER DEVELOPMENT GRANTS TO SUPPORT A NEW GENERATION OF LUPUS CLINICIAN-SCIENTISTS. THESE AWARDS ADDRESS A SEVERE LOSS OF CURRENT AND FUTURE LUPUS INVESTIGATORS DUE TO A DECLINE IN FEDERAL TRAINING SUPPORT. THE FOUNDATION ALSO EXPANDED AND LAUNCHED NEW STRATEGIC PARTNERSHIPS WITH ORGANIZATIONS THAT PLAY A CENTRAL ROLE IN ADVANCING LUPUS SCIENCE. PART OF THE FOUNDATION'S EFFORTS AND SUPPORT FOR THESE STRATEGIC PARTNERSHIPS INCLUDED: -- FUNDING THE NEXT TWO YEARS OF THE IMPACT (IMPROVE PREGNANCY IN APS WITH CERTOLIZUMAB THERAPY) PHASE II TRIAL OF A BIOLOGIC THERAPY TO PREVENT ADVERSE OUTCOMES IN HIGH-RISK PREGNANCIES AMONG PATIENTS WITH ANTIPHOSPHOLIPID SYNDROME (APS), WITH OR WITHOUT SLE.-- FUNDING FOR SYSTEMIC LUPUS ERYTHEMATOSUS COLLABORATING CLINICS (SLICC), A GLOBAL BODY OF LUPUS EXPERTS, TO UPDATE THE SLICC DAMAGE INDEX, THE ONLY FDA-ACCEPTED OUTCOME MEASURE FOR LUPUS CLINICAL TRIALS.-- PARTNERING WITH LUPUS CANADA FOR A THIRD YEAR TO MANAGE THEIR CATALYST GRANT, WHICH PROVIDES ONE-YEAR FUNDING TO CANADIAN RESEARCHERS AT ANY STAGE IN THEIR CAREERS.THROUGH OUR ADVOCACY EFFORTS IN 2022, WE SUPPORTED LUPUS RESEARCH BY:- HOSTING THE 2022 DIGITAL ADVOCACY SUMMIT, BRINGING TOGETHER NEARLY 3,000 LUPUS ADVOCATES TO ADVOCATE FOR INCREASED RESEARCH FUNDING AND POLICIES TO IMPROVE THE LIVES OF ALL PEOPLE WITH LUPUS. DURING THE TWO-DAY PROGRAM, ADVOCATES LEARNED ABOUT THE TOP ISSUES IN LUPUS RESEARCH AND ON THE FINAL DAY OF THE SUMMIT, CONDUCTED OVER 180 DIGITAL MEETINGS WITH THEIR MEMBERS OF CONGRESS.- ADVOCATING TO SECURE $22 MILLION IN FUNDING FOR LUPUS-SPECIFIC RESEARCH AND EDUCATION PROGRAMS FOR FISCAL YEAR 2023, THE MOST FUNDING CONGRESS HAS EVER APPROVED FOR LUPUS-SPECIFIC PROGRAMS IN A SINGLE YEAR, INCLUDING AN OMNIBUS PASSED IN DECEMBER 2022 THAT INCLUDED:-- $10 MILLION TO SUPPORT THE NATIONAL LUPUS PATIENT REGISTRY PROGRAM AT THE US CENTERS FOR DISEASE CONTROL AND PREVENTION (CDC), A $500,000 INCREASE OVER FISCAL YEAR 2022 WHICH BRINGS TOTAL FUNDING FOR THE PROGRAM TO MORE THAN $101 MILLION SINCE ITS CREATION IN 2003;-- $10 MILLION FOR THE LUPUS RESEARCH PROGRAM AT THE DEPARTMENT OF DEFENSE, BRINGING TOTAL FUNDING FOR THE PROGRAM TO OVER $76 MILLION SINCE IT WAS FIRST FUNDED IN FISCAL YEAR 2017;-- $2 MILLION FOR THE OFFICE OF MINORITY HEALTH AND THEIR NATIONAL LUPUS TRAINING, OUTREACH, AND CLINICAL TRIAL EDUCATION PROGRAM, AS WELL AS SPECIFIC LANGUAGE DIRECTING THE AGENCY TO CONTINUE EFFORTS TO INCREASE MINORITY PARTICIPATION IN LUPUS CLINICAL TRIALS;-- $47.5 BILLION FOR THE NATIONAL INSTITUTES OF HEALTH, THE WORLD'S LARGEST PUBLIC FUNDER OF LUPUS RESEARCH, AN INCREASE OF $2.5 BILLION OVER THE PREVIOUS FISCAL YEAR;- LEADING A TRAINING OF THE LUPUS RESEARCH ACTION NETWORK, A GROUP OF PEOPLE WITH LUPUS WHO ARE TRAINED IN PEER-TO-PEER EDUCATION RELATED TO LUPUS CLINICAL TRIALS AND RESEARCH, WITH A SPECIFIC GOAL TO INCREASE PARTICIPATION OF MINORITIES IN LUPUS RESEARCH. THE TRAINING WAS CONDUCTED AS A KEY COMPONENT OF THE FOUNDATION'S IMPACT+ (INCREASING MINORITY PARTICIPATION AND AWARENESS IN CLINICAL TRIALS) GRANT WITH THE HHS OFFICE OF MINORITY HEALTH.- PARTNERING WITH TOP NATIONAL PATIENT ORGANIZATIONS TO LEAD THE PROTECTING THE IMMUNOCOMPROMISED COLLABORATIVE. THE COLLABORATIVE ADVOCATES FOR STATE AND FEDERAL POLICIES THAT RECOGNIZE THE UNIQUE NEEDS OF PEOPLE LIVING WITH LUPUS DURING THE COVID-19 PANDEMIC, INCLUDING VACCINES, THERAPIES, REOPENING, ACCESS TO HEALTH CARE, AND OTHER PUBLIC HEALTH INITIATIVES AND GUIDELINES. - CONTINUING TO ELEVATE THE PATIENT VOICE IN DRUG DEVELOPMENT AND REGULATORY DECISION-MAKING, PROVIDING THE LUPUS PATIENT PERSPECTIVE TO CONGRESS AND THE FDA, INCLUDING ADVOCATING FOR LEGISLATION, ENACTED IN DECEMBER 2022, TO REAUTHORIZE THE PRESCRIPTION DRUG USER FEE ACT (PDUFA), WHICH INCLUDED PROVISIONS TO INCREASE MINORITY PARTICIPATION IN CLINICAL TRIALS.- LEADING THE MARKET ACCESS WORKING GROUP, COMPRISING PEOPLE WITH LUPUS AND KEY OPINION LEADERS WORKING TO INCREASE ACCESS AND REDUCE BARRIERS TO QUALITY CARE. AS PART OF THIS EFFORT, THE FOUNDATION ENGAGED IN FEDERAL AND STATE ADVOCACY INITIATIVES, INCLUDING THOSE TO ELIMINATE HEALTH PLAN STEP THERAPY POLICIES, CO-PAY ACCUMULATORS AND OTHER POLICIES THAT RESTRICT, DELAY AND DENY PEOPLE WITH LUPUS ACCESS TO THE CARE THEY NEED, WHEN THEY NEED IT. - CONTINUING TO LEAD THE MAPRX COALITION, A GROUP OF MORE THAN 60 NATIONAL PATIENT ADVOCACY ORGANIZATIONS DEDICATED TO PROTECTING AND STRENGTHENING THE MEDICARE PART D PRESCRIPTION DRUG BENEFIT FOR 44 MILLION AMERICANS WITH DISABILITIES. NOTABLY, THE COALITION ADVOCATED FOR KEY ELEMENTS OF THE INFLATION REDUCTION ACT, ENACTED IN 2022, WHICH INCLUDED SEVERAL COALITION PRIORITIES, SPECIFICALLY:-- A $2,000 OUT-OF-POCKET CAP TO LIMIT COSTS FOR THOSE ON MEDICARE PART D;-- A "SMOOTHING MECHANISM" THAT WILL ALLOW PART D BENEFICIARIES TO SPREAD HIGH-DRUG COSTS THROUGHOUT THE PLAN YEAR;-- EXPANDED ELIGIBILITY FOR THE LOW-INCOME SUBSIDY IN PART D TO INCREASE AFFORDABILITY;-- REMOVAL OF COST-SHARING FOR VACCINES IN MEDICARE PART D, A MAJOR PUBLIC HEALTH VICTORY.- SUPPORTING PROVISIONS INCLUDED IN THE INFLATION REDUCTION ACT THAT EXTENDED AFFORDABLE CARE ACT SUBSIDIES TO HELP PEOPLE WITH LUPUS ACCESS HEALTH INSURANCE.- LEADING A NETWORK OF NEARLY 40,000 GRASSROOTS ADVOCATES FROM EVERY STATE AND 435 CONGRESSIONAL DISTRICTS WHO HELPED ADVANCE LUPUS PUBLIC POLICY PRIORITIES. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|
| $471,771 | $10,000 | PATIENT EDUCATION AND SUPPORT:THE FOUNDATION REMAINS THE LEADER IN LUPUS EDUCATION, AND ONCE AGAIN PROVIDED EDUCATION, SUPPORT, AND OTHER ASSISTANCE TO INDIVIDUALS WITH LUPUS, THEIR FAMILIES, AND CAREGIVERS.THE COVID-19 PANDEMIC CONTINUES TO AFFECT PEOPLE LIVING WITH CHRONIC ILLNESSES AND THOSE WHO ARE IMMUNOCOMPROMISED. WE CONTINUED TO UTILIZE OUR WEBSITE, INCLUDING THE NATIONAL RESOURCE CENTER ON LUPUS (RESOURCE CENTER) AND OTHER RESOURCES TO PROVIDE ESSENTIAL ANSWERS TO QUESTIONS FROM PEOPLE WITH LUPUS AND ADDRESS THEIR CONCERNS ABOUT THE FUTURE, THE IMPACT OF COVID ON THEIR HEALTH, AND HOW TO HANDLE EVERYDAY LIFE. THROUGHOUT THE YEAR, WE PROVIDED CLEAR, MEDICALLY-ACCURATE INFORMATION FOR PEOPLE AFFECTED BY LUPUS ON CHANGING RECOMMENDATIONS RELATED TO THE COVID-19 VACCINE, BOOSTERS AND PUBLIC HEALTH MEASURES. THIS GUIDANCE HELPS PEOPLE WITH LUPUS NAVIGATE THE PANDEMIC BY CONTINUOUSLY ADAPTING TO THEIR CURRENT NEEDS AND EVOLVING SITUATION.WE CONTINUED TO GENERATE EDUCATIONAL CONTENT IN VARIOUS FORMATS, LANGUAGES, AND TOPICS IMPORTANT TO PEOPLE WITH LUPUS. WE DEVELOPED MORE THAN 120 INFORMATION RESOURCES IN ENGLISH AND SPANISH IN THE PAST YEAR. WE PRODUCED NEW EPISODES OF OUR MONTHLY PATIENT EDUCATION PODCAST, THE EXPERT SERIES, FEATURING LUPUS EXPERTS WHO OFFER INSIGHT ON VARIOUS ESSENTIAL TOPICS. THE PODCASTS ARE ACCESSIBLE THROUGH LUPUS.ORG, YOUTUBE, ITUNES, AND SPOTIFY. THE EXPERT SERIES CONTINUED TO GROW IN 2022 WITH MORE THAN 19,000 PLAYS ACROSS ALL EPISODES. WE ALSO ENROLLED MORE THAN 1,700 PEOPLE IN TAKE CHARGE, OUR 12-WEEK EMAIL SERIES AIMED AT PROVIDING NEWLY DIAGNOSED PEOPLE WITH LUPUS WITH THE KNOWLEDGE THEY NEED TO BETTER MANAGE THEIR HEALTH.DUE TO THE PANDEMIC, EDUCATIONAL PROGRAMS, INCLUDING LUPUS AND YOU: ANSWERS, ADVOCACY, ACTION (LUPUS & YOU), AND OUR SUPPORT GROUPS, CONTINUED TO BE OFFERED ONLINE. WE CONDUCTED MORE THAN 40 VIRTUAL LUPUS & YOU EDUCATIONAL EVENTS FOCUSING ON REACHING PEOPLE IN SPECIFIC MARKETS. ALSO, IN 2022, WE INTRODUCED A NEW NATIONAL LUPUS & YOU QUARTERLY SERIES TO PROVIDE CONSTITUENTS NATIONWIDE OPPORTUNITIES TO PARTICIPATE IN THIS INFORMATIVE AND HELPFUL PROGRAM. THIS UNIQUE PROGRAM REACHED NEARLY 6,000 PARTICIPANTS.ONE OF THE MANY HIGHLIGHTS OF THE YEAR WAS THE LAUNCH OF OUR FIRST-OF-ITS-KIND ONLINE LUPUS SELF-MANAGEMENT PROGRAM CALLED STRATEGIES TO EMBRACE LIVING WITH LUPUS FEARLESSLY (SELF). SELF IS A FREE, ONLINE, EVIDENCE-BASED SELF-MANAGEMENT PROGRAM DESIGNED TO HELP PEOPLE WITH LUPUS BUILD AND ENHANCE SKILLS IN FOUR PILLARS OF LUPUS SELF-MANAGEMENT: MANAGING SYMPTOMS, MANAGING STRESS, MANAGING MEDICATIONS AND WORKING WITH THEIR HEALTHCARE TEAM. SELF WAS LAUNCHED IN JANUARY 2022 AND MORE THAN 1,600 PARTICIPANTS HAD ENROLLED THROUGH THE END OF FY 2022. OUR NATIONAL HEALTH EDUCATION SPECIALISTS RESPONDED TO 2,411 INQUIRIES VIA TELEPHONE, EMAIL, AND HANDWRITTEN INQUIRIES IN ENGLISH AND SPANISH AND DIRECTED CONSTITUENTS TO THE NATIONAL RESOURCE CENTER ON LUPUS FOR FURTHER INFORMATION TO MANAGE LUPUS. THE RESOURCE CENTER IS BEING UTILIZED CONTINUALLY AS THE FIRST STOP FOR PEOPLE SEARCHING FOR BASIC INFORMATION ON LUPUS AND LOCAL RESOURCES. ADDITIONALLY, THE LUPUS INFORMATIONAL PACKET, A DIGITAL DOCUMENT AVAILABLE IN ENGLISH AND SPANISH, HAS BEEN DOWNLOADED 6,067 TIMES. |
| $18,699 | PROFESSIONAL RELATIONS AND EDUCATION:OUR PROFESSIONAL EDUCATION PROGRAMS ARE DESIGNED TO DEVELOP AND INCREASE KNOWLEDGE, SKILLS, AND PROFESSIONAL PERFORMANCE OF ALL HEALTH CARE PROVIDERS WHO TREAT PEOPLE WITH LUPUS, AND WE WORK TO TRANSLATE RESEARCH FINDINGS INTO PUBLIC HEALTH RECOMMENDATIONS FOR PHYSICIANS, OTHER HEALTHCARE PROFESSIONALS, AND THEIR RESPECTIVE ORGANIZATIONS. IN 2022, WE CONTINUED TO FOCUS ON EXPANDING PARTNERSHIPS WITH ORGANIZATIONS THAT SERVE MEDICAL AND OTHER HEALTH CARE PROFESSIONALS. IN PARTICULAR, THE FOUNDATION IN PARTNERSHIP WITH THE RHEUMATOLOGY NURSES SOCIETY AND THE OFFICE OF MINORITY HEALTH (OMH) IN THE U.S. DEPARTMENT OF HEALTH AND HUMAN SERVICES HAS DEVELOPED AN EDUCATIONAL PROGRAM FOR NURSES, LUPUS CONVERSATIONS: LET'S TALK ABOUT LUPUS, CLINICAL TRIALS, AND RACE PROGRAM, TO ADDRESS DISPARITIES IN LUPUS CLINICAL TRIAL PARTICIPATION. CLINICAL TRIALS WITH A DIVERSE ARRAY OF PARTICIPANTS ARE ESSENTIAL FOR THE DEVELOPMENT OF NEW AND EFFECTIVE LUPUS THERAPIES, BUT RACIAL AND ETHNIC MINORITY POPULATIONS HAVE BEEN AND CONTINUE TO BE UNDERREPRESENTED IN LUPUS CLINICAL TRIALS. THE EVIDENCE-BASED EDUCATIONAL PROGRAM INCLUDES A FREE CNE ACCREDITED SESSION AND ROLE-PLAY VIDEO DISCUSSING THE BARRIERS AND FACILITATORS TO CLINICAL TRIAL PARTICIPATION AMONG BLACK/AFRICAN AMERICANS. THE COURSE IS DESIGNED TO MEET THE EDUCATIONAL NEEDS OF RHEUMATOLOGY NURSES, NURSE PRACTITIONERS, AND PHYSICIAN ASSISTANTS. OTHER HEALTHCARE PROVIDERS MAY ALSO PARTICIPATE. THIS YEAR WE SAW A RECORD NUMBER OF MANUSCRIPTS SUBMITTED TO THE FOUNDATION'S PEER-REVIEWED, OPEN-ACCESS JOURNAL, LUPUS SCIENCE & MEDICINE (LS&M), WHICH PUBLISHES DATA FROM IMPORTANT AND PIVOTAL STUDIES OF ALL ASPECTS OF LUPUS AND RELATED DISEASES. IN 2022, LS&M FURTHER IMPROVED ITS IMPACT FACTOR WITH A 4.687 SCORE, WHICH IS THE HIGHEST FOR ANY LUPUS-SPECIFIC JOURNAL AND RANKS CLOSELY AMONG THE MOST PROMINENT JOURNALS IN RHEUMATOLOGY. THE IMPACT FACTOR WILL FURTHER INCREASE AUTHOR INTEREST IN SUBMITTING MANUSCRIPTS TO LS&M AND EXPAND THE FOUNDATION'S ABILITY TO SHARE MORE GROUNDBREAKING STUDIES IN THIS BARRIER-FREE FORMAT. TO FURTHER PROMOTE LS&M AND THE RESEARCH SHARED, AUTHORS OF KEY RESEARCH FINDINGS ARE INTERVIEWED DURING A MONTHLY PODCAST SERIES PRODUCED BY THE FOUNDATION. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $490,470 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $10,000 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $12,623,745 | 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 | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | 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 | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | 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 | 32 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 66 | 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 |
| Form1098 C Filed | Yes (1) | Form1098CFiledInd |
| 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 | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| 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 | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | 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 | DC | 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 | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | 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 | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | 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 | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | 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 | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | 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 | JULIE TUNE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2023491155 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2121 K STREET NW 200 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20037 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| ANDREW BROPHY | |||||||||
| CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| JOSEPH A ARNOLD ESQ | |||||||||
| VICE CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| CHRISTINE SMITH | |||||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| BARBARA POLK | |||||||||
| SECRETARY | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| JANINE ALLEN | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JUDY BARLIN | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| LYNN BLANDFORD | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| LINDSAY CAFRITZ | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| KAREN COSTENBADER MD MPH | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| CONRAD GEHRMAN | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JANE HAWLEY | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| CINDY MESSERLY | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| PHONG NGUYEN | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| TIM NOLAN | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| CHERI PERRON | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| AMY YALDEN | |||||||||
| DIRECTOR - UNTIL 12/2021 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| STEVAN W GIBSON | |||||||||
| PRESIDENT & CHIEF EXECUTIVE OFFICER | 40.00 | Yes (X) | $358,156 | $0 | $24,880 | ||||
| JEANINE SMITH | |||||||||
| VP, NETWORK DEVELOPMENT | 40.00 | Yes (X) | $209,777 | $0 | $25,006 | ||||
| JULIE TUNE | |||||||||
| CHIEF FINANCIAL OFFICER | 40.00 | Yes (X) | $193,056 | $0 | $20,645 | 1.00 | |||
| MARY T CRIMMINGS | |||||||||
| VP, MARKETING & COMMUNICATIONS | 40.00 | $236,662 | $0 | $29,088 | Yes (X) | ||||
| PATRICK WILDMAN | |||||||||
| VP, ADVOCACY & GOVERNMENT | 40.00 | $201,502 | $0 | $18,681 | Yes (X) | ||||
| LEIGH ANN CARDENAS | |||||||||
| VP, INDIVIDUAL GIVING | 40.00 | $187,491 | $0 | $16,851 | Yes (X) | ||||
| MICHAEL DONNELLY | |||||||||
| VICE PRESIDENT, COMMUNICATIONS | 40.00 | $177,818 | $0 | $14,465 | Yes (X) | ||||
| SUSAN J GLOOR | |||||||||
| REGIONAL DIRECTOR, NE | 40.00 | $170,261 | $0 | $21,627 | Yes (X) | ||||
| MATT DEGOOYER | |||||||||
| SENIOR REGIONAL DIRECTOR, PNW | 40.00 | $145,431 | $0 | $16,443 | Yes (X) | ||||
| DESIREE WIENAND | |||||||||
| DIRECTOR, CORPORATE ENGAGEMENT | 40.00 | $146,839 | $0 | $13,926 | Yes (X) | ||||
| JAMES DOSSINGER | |||||||||
| DIRECTOR OF DIGITAL STRATEGY | 40.00 | $142,576 | $0 | $14,410 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,169,569 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $216,022 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 19 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| INTERACTIVE STRATEGIES LLC | |||||
| 1133 CONNECTICUT AVENUE NW | WASHINGTON | DC | 20036 | WEBSITE/ONLINE RELATED SERVICES | $246,922 |
| FAEGRE DRINKER BIDDLE & REATH LLP | |||||
| 75 REMITTANCE DRIVE | CHICAGO | IL | 60675 | CONSULTING | $210,500 |
| AISLE 518 STRATEGIES LLC | |||||
| 2108 MILITARY ROAD | ARLINGTON | VA | 22207 | CONSULTING | $157,078 |
| NVG LLC | |||||
| 1640 RHODE ISLAND AVENUE NW | WASHINGTON | DC | 20036 | CONSULTING | $120,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $104,672 | FederatedCampaignsAmt |
| Related Organizations | $600,000 | RelatedOrganizationsAmt |
| Government Grants | $3,008,499 | GovernmentGrantsAmt |
| All Other Contributions | $11,552,545 | AllOtherContributionsAmt |
| Noncash Contributions | $78,279 | NoncashContributionsAmt |
| Total Contributions | $15,265,716 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PROG. EVENTS/OTHER | 900099 | $1,024,211 | $1,024,211 |
| MEMBERSHIP DUES | 900099 | $182,206 | $182,206 |
| PUBLICATIONS | 900099 | $5,272 | $5,272 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,211,689 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,467 | TotalRevenueColumnAmt |
| Exclusion | $17,467 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $54,399 | TotalRevenueColumnAmt |
| Exclusion | $54,399 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $105,291 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $104,454 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $837 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $837 | TotalRevenueColumnAmt |
| Exclusion | $837 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| CONSOL. OF FL CHAPTER | 900099 | $713,837 | $713,837 |
| REFUNDS | 900099 | $20 | $20 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $713,857 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,263,965 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,211,689 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $786,560 | 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 | $1,561,150 | TotalAmt |
| Program Services | $1,561,150 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,000 | TotalAmt |
| Program Services | $34,000 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $140,000 | TotalAmt |
| Program Services | $140,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,567,093 | TotalAmt |
| Program Services | $1,253,332 | ProgramServicesAmt |
| Management And General | $230,929 | ManagementAndGeneralAmt |
| Fundraising | $82,832 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,394,336 | TotalAmt |
| Program Services | $3,687,009 | ProgramServicesAmt |
| Management And General | $393,240 | ManagementAndGeneralAmt |
| Fundraising | $314,087 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $224,790 | TotalAmt |
| Program Services | $183,409 | ProgramServicesAmt |
| Management And General | $24,248 | ManagementAndGeneralAmt |
| Fundraising | $17,133 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,367 | TotalAmt |
| Program Services | $67,308 | ProgramServicesAmt |
| Management And General | $15,556 | ManagementAndGeneralAmt |
| Fundraising | $3,503 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $773,845 | TotalAmt |
| Program Services | $563,715 | ProgramServicesAmt |
| Management And General | $163,911 | ManagementAndGeneralAmt |
| Fundraising | $46,219 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,944 | TotalAmt |
| Program Services | $42,623 | ProgramServicesAmt |
| Management And General | $3,392 | ManagementAndGeneralAmt |
| Fundraising | $3,929 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,910 | TotalAmt |
| Program Services | $1,175 | ProgramServicesAmt |
| Management And General | $66,735 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $158,660 | TotalAmt |
| Fundraising | $158,660 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,050,212 | TotalAmt |
| Program Services | $1,922,877 | ProgramServicesAmt |
| Management And General | $102,432 | ManagementAndGeneralAmt |
| Fundraising | $24,903 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $440,375 | TotalAmt |
| Program Services | $440,266 | ProgramServicesAmt |
| Fundraising | $109 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $204,874 | TotalAmt |
| Program Services | $103,432 | ProgramServicesAmt |
| Management And General | $95,586 | ManagementAndGeneralAmt |
| Fundraising | $5,856 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $746,018 | TotalAmt |
| Program Services | $609,648 | ProgramServicesAmt |
| Management And General | $88,063 | ManagementAndGeneralAmt |
| Fundraising | $48,307 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $608,735 | TotalAmt |
| Program Services | $518,841 | ProgramServicesAmt |
| Management And General | $54,394 | ManagementAndGeneralAmt |
| Fundraising | $35,500 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,855 | TotalAmt |
| Program Services | $50,012 | ProgramServicesAmt |
| Management And General | $10,110 | ManagementAndGeneralAmt |
| Fundraising | $5,733 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $879,065 | TotalAmt |
| Program Services | $683,393 | ProgramServicesAmt |
| Management And General | $4,426 | ManagementAndGeneralAmt |
| Fundraising | $191,246 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,930 | TotalAmt |
| Program Services | $1,930 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $163,830 | TotalAmt |
| Program Services | $148,879 | ProgramServicesAmt |
| Management And General | $9,047 | ManagementAndGeneralAmt |
| Fundraising | $5,904 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,412 | TotalAmt |
| Program Services | $51,850 | ProgramServicesAmt |
| Management And General | $5,768 | ManagementAndGeneralAmt |
| Fundraising | $3,794 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| POSTAGE & MAILHOUSE | $627,801 | $197,353 | $127,678 | $302,770 |
| PRINTING & PUBLICATIONS | $261,982 | $227,392 | $6,261 | $28,329 |
| RECRUITMENT | $105,831 | $77,312 | $22,604 | $5,915 |
| BAD DEBT EXPENSE | $64,757 | $64,757 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,635 | TotalAmt |
| Program Services | $56,839 | ProgramServicesAmt |
| Management And General | $11,702 | ManagementAndGeneralAmt |
| Fundraising | $9,094 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,418,407 | TotalAmt |
| Program Services | $12,623,745 | ProgramServicesAmt |
| Management And General | $1,500,839 | ManagementAndGeneralAmt |
| Fundraising | $1,293,823 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | Yes (X) | JointCostsInd |
Total Joint Costs TotalJointCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,816,229 | TotalAmt |
| Program Services | $1,085,782 | ProgramServicesAmt |
| Management And General | $603,773 | ManagementAndGeneralAmt |
| Fundraising | $126,674 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,069,009 | BOYAmt |
| EOY | $3,294,747 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,015,805 | BOYAmt |
| EOY | $2,969,929 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,441,401 | BOYAmt |
| EOY | $1,357,526 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $229,875 | BOYAmt |
| EOY | $105,606 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $510,043 | BOYAmt |
| EOY | $248,349 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,996,858 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,422,054 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $732,415 | BOYAmt |
| EOY | $574,804 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $385,555 | BOYAmt |
| EOY | $325,321 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $454,654 | BOYAmt |
| EOY | $953,151 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,838,757 | BOYAmt |
| EOY | $9,829,433 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $976,092 | BOYAmt |
| EOY | $1,084,499 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,094,672 | BOYAmt |
| EOY | $1,423,601 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $406,995 | BOYAmt |
| EOY | $308,941 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,008,591 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,376,016 | BOYAmt |
| EOY | $1,261,786 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,862,366 | BOYAmt |
| EOY | $4,078,827 | 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 | $2,094,401 | BOYAmt |
| EOY | $3,639,066 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,881,990 | BOYAmt |
| EOY | $2,111,540 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,976,391 | BOYAmt |
| EOY | $5,750,606 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,838,757 | BOYAmt |
| EOY | $9,829,433 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,845,558 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$71,343 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| 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 | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
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 | $13,324,163 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,173,781 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,961,768 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,393,471 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,265,716 | CurrentTaxYearAmt |
| Total | $66,118,899 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,324,163 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,173,781 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,961,768 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,393,471 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,265,716 | CurrentTaxYearAmt |
| Total | $66,118,899 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $4,393,025 | SubstantialContributorsTotAmt |
| Public Support Total170 | $61,725,874 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $50,482 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $124,871 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $48,732 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $36,120 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $71,866 | CurrentTaxYearAmt |
| Total | $332,071 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $66,450,970 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $10,829,426 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.92890 | PublicSupportCY170Pct |
| Public Support PY170 | 0.93410 | 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 | MISCELLANEOUS - | 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 | $0 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $53,293 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $53,293 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $16,204,223 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $16,257,516 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $962,876 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $240,719 | 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 | $988,962 | CurrentYearMinus3Amt |
| Current Year Minus2 | $833,501 | CurrentYearMinus2Amt |
| Current Year Minus1 | $883,533 | CurrentYearMinus1Amt |
| Current Year | $962,876 | CurrentYearAmt |
| Total | $3,668,872 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $5,503,308 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $61,406 | CurrentYearMinus3Amt |
| Current Year Minus2 | $47,306 | CurrentYearMinus2Amt |
| Current Year Minus1 | $69,211 | CurrentYearMinus1Amt |
| Current Year | $53,293 | CurrentYearAmt |
| Total | $231,216 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $247,241 | CurrentYearMinus3Amt |
| Current Year Minus2 | $208,375 | CurrentYearMinus2Amt |
| Current Year Minus1 | $220,883 | CurrentYearMinus1Amt |
| Current Year | $240,719 | CurrentYearAmt |
| Total | $917,218 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,375,827 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $458,100 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$56,419 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,806 | OtherExpendituresAmt |
| End Year Balance | $399,875 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $404,842 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $56,936 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,678 | OtherExpendituresAmt |
| End Year Balance | $458,100 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $379,279 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $30,200 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,637 | OtherExpendituresAmt |
| End Year Balance | $404,842 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $377,127 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $4,745 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,593 | OtherExpendituresAmt |
| End Year Balance | $379,279 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $359,750 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $21,234 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,857 | OtherExpendituresAmt |
| End Year Balance | $377,127 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,061,513 | OtherCostOrOtherBasisAmt |
| Depreciation | $495,300 | DepreciationAmt |
| Book Value | $566,213 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $471,124 | OtherCostOrOtherBasisAmt |
| Depreciation | $462,533 | DepreciationAmt |
| Book Value | $8,591 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $464,221 | OtherCostOrOtherBasisAmt |
| Depreciation | $464,221 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $574,804 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DUE FROM LAC | $600,000 |
| FLORIDA CHAPTER RECEIVABLES | $115,174 |
| OTHER RECEIVABLES | $209,424 |
| DEPOSITS | $28,553 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $953,151 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED RENT | $715,293 |
| DEFERRED LEASE INCENTIVE | $546,493 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,261,786 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $18,190,394 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$71,343 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $1,122,342 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $1,050,999 | RevenueNotReportedAmt |
| Revenue Subtotal | $17,139,395 | RevenueSubtotalAmt |
| Other Revenues Not Included | $124,570 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $124,570 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $17,263,965 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $16,416,179 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $1,122,342 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $1,122,342 | ExpensesNotReportedAmt |
| Expenses Subtotal | $15,293,837 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $124,570 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $124,570 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $15,418,407 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE EARNINGS ON THE DONOR-RESTRICTED ENDOWMENT ARE FOR GENERAL OPERATIONS AND RESEARCH. THE FOUNDATION'S BOARD APPROVES THE SPENDING OF THE EARNINGS ON THE ENDOWMENT FUND ON AN ANNUAL BASIS WHEN IT APPROVES THE ANNUAL BUDGET. |
| PART X, LINE 2: | THE FOUNDATION PERFORMED AN EVALUATION OF UNCERTAINTY IN TAXES FOR THE YEARS ENDED SEPTEMBER 30, 2022 AND 2021, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | NON-FUNDRAISING EVENT EXPENSES 124,570. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | NON-FUNDRAISING EVENT EXPENSES 124,570. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | GRANTMAKING | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $140,000 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $140,000 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $140,000 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | RegionTxt |
| Purpose Of Grant | RESEARCH GRANT | PurposeOfGrantTxt |
| Cash Grant | $140,000 | CashGrantAmt |
| Manner Of Cash Disbursement | CHECK | MannerOfCashDisbursementTxt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | ALL GRANT RECIPIENTS ARE REQUIRED TO SIGN THE FOUNDATION'S GRANT AWARD AGREEMENT AND MEET THE FOLLOWING CONDITIONS: - MEET ALL APPLICABLE AND RELEVANT GUIDELINES REGARDING THE USE OF ANIMAL AND HUMAN SUBJECTS. - MEET ALL INSTITUTIONAL POLICIES AND LOCAL, STATE, AND FEDERAL REGULATIONS GOVERNING THE CONDUCT OF RESEARCH. - SUBMIT INTERNAL REVIEW BOARD AND INSTITUTIONAL ANIMAL CARE AND USE COMMITTEE (IF APPLICABLE) APPROVAL FROM THE GRANT RECIPIENT'S INSTITUTION. - COMPLETE AND SUBMIT THE "PROPOSED BUDGET". - ADHERE TO THE FOUNDATION'S POLICY ON INVENTIONS AND DISCOVERIES. - NOTIFY THE FOUNDATION OF ANY PUBLICATION OR PROFESSIONAL PRESENTATION BASED ON FOUNDATION-FUNDED RESEARCH PROJECT AND PROVIDE THE FOUNDATION WITH ELECTRONIC COPIES OF ANY PUBLICATION OR PROFESSIONAL PRESENTATION MADE POSSIBLE, FACILITATED, EXPEDITED, OR SUPPORTED IN ANY WAY BY THE AWARD, EVEN IF DEVELOPED, INITIATED, OR FINALIZED AFTER THE AWARD PERIOD HAS EXPIRED, WITHIN 30 DAYS OF FINAL PRODUCTION. - ACKNOWLEDGE THE FOUNDATION IN ANY AND ALL PUBLICATIONS OR PRESENTATIONS BASED, PARTIALLY OR WHOLLY, ON OR DEVELOPED UNDER THE AWARD MUST, UNLESS OTHERWISE REQUESTED BY THE FOUNDATION, WITH THE FOLLOWING STATEMENT: "THIS RESEARCH WAS SUPPORTED BY THE LUPUS FOUNDATION OF AMERICA, INC." - ALL FUNDS ARE USED EXCLUSIVELY TOWARD EXPENDITURES FOR THE SAID RESEARCH, AND NO AMOUNT OF THE RESEARCH GRANT FUNDS CAN BE USED TO FINANCE INDIRECT COSTS. - KEEP COMPLETE AND ACCURATE RECORDS ON THE RECEIPT AND DISBURSEMENT OF ALL AWARD FUNDS, AND MAY NOT CO-MINGLE ANY FUNDS FROM OTHER SOURCES. MUST RETAIN ALL SUCH RECORDS FOR A PERIOD OF AT LEAST TWO YEARS AFTER THE EXPIRATION DATE OF THE AGREEMENT AND THE FOUNDATION HAS THE RIGHT TO REVIEW SUCH RECORDS UPON REQUEST. IN ADDITION, ALL GRANT RECIPIENTS ARE REQUIRED TO SUBMIT INTERIM AND FINAL REPORTS WITH A GRANT INSTALLMENT PAYMENT TIED TO REPORT SUBMISSION. THE FOUNDATION'S EDUCATION & RESEARCH TEAM REVIEWS THE INTERIM AND FINAL REPORTS TO CONFIRM THAT THE INVESTIGATOR ACHIEVED THE ORIGINAL STUDY OBJECTIVE. - AGREE THAT EITHER PARTY MAY TERMINATE THE AGREEMENT FOR CONVENIENCE UPON THIRTY (30) DAYS PRIOR WRITTEN NOTICE TO THE OTHER PARTY. THE FOUNDATION RESERVES THE RIGHT TO TERMINATE THE AGREEMENT EFFECTIVE IMMEDIATELY, UPON WRITTEN NOTICE, IF THE GRANT RECIPIENT (I) IS UNABLE TO COMPLETE THE STUDY; (II) MATERIALLY ALTER THE STUDY; (III) USES THE AWARD GRANT FOR PROHIBITED EXPENSES OR; (IV) BREACHES OF THE AGREEMENT AND FAILS TO CURE SUCH BREACH WITHIN TEN (10) DAYS FOLLOWING RECIPIENT'S OR INSTITUTION'S RECEIPT OF WRITTEN NOTICE THEREOF. - ACKNOWLEDGE THAT NEITHER THE FOUNDATION, THE INSTITUTION, NOR INVESTIGATOR SHALL BE LIABLE FOR ANY FAILURE TO PERFORM ANY OBLIGATIONS UNDER THE AGREEMENT IF SUCH FAILURE RESULTS FROM CAUSES BEYOND ITS REASONABLE CONTROL. - ACKNOWLEDGE THAT THE AGREEMENT SHALL BE GOVERNED BY THE LAWS OF THE DISTRICT OF COLUMBIA, WITHOUT REGARD TO ITS CONFLICT OF LAW RULES. - ACKNOWLEDGE THAT THE AGREEMENT MAY NOT BE ASSIGNED OR TRANSFERRED WITHOUT THE FOUNDATION'S PRIOR WRITTEN CONSENT. |
| PART I, LINE 3: | THE FOUNDATION REPORTED THE EXPENDITURES BASED ON THE ACCOUNTING METHOD USED IN ITS AUDITED FINANCIAL STATEMENTS (ACCRUAL BASIS). |
| PART III ACCOUNTING METHOD: |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| DAVINCI DIRECT INC | ||||||||
| 3 VILLAGE GREEN N SUITE 311 | PLYMOUTH | MA | 02360 | DIRECT MAIL | 0 | $756,999 | $110,500 | $646,499 |
| THE WEBSTER GROUP | ||||||||
| 5185 MACARTHUR BLVD NW | WASHINGTON | DC | 20016 | EVENT PLANNING | 0 | $172,976 | $48,160 | $124,816 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $929,975 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $158,660 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $771,315 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| MEDICAL UNIVERSITY OF SOUTH CAROLINA | ||||||||
| 171 ASHLEY AVENUE | CHARLESTON | SC | 29425 | 576007222 | IRC 115 | $756,000 | $0 | RESEARCH |
| SYSTEMIC LUPUS INTERNATIONAL COLLABORATING CLINICS | ||||||||
| 4800 FRIENDSHIP AVENUE | PITTSBURG | PA | 15224 | 800481892 | 501(C)(3) | $180,863 | $0 | RESEARCH |
| DUKE UNIVERSITY | ||||||||
| 2200 W MAIN STREET SUITE 820 | DURHAM | NC | 27705 | 560532129 | 501(C)(3) | $140,000 | $0 | RESEARCH |
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN FRANCISCO | ||||||||
| 490 ILLINOIS STREET 4TH FLOOR | SAN FRANCISCO | CA | 94143 | 946036493 | 501(C)(3) | $140,000 | $0 | RESEARCH |
| COLUMBIA UNIVERSITY IRVING MEDICAL CENTER | ||||||||
| 630 WEST 168TH STREET | NEW YORK | NY | 10031 | 135598093 | 501(C)(3) | $140,000 | $0 | RESEARCH |
| HOSPITAL FOR SPECIAL SURGERY | ||||||||
| 535 E 70TH STREET | NEW YORK | NY | 10021 | 131624135 | 501(C)(3) | $100,000 | $0 | RESEARCH |
| THE CLEVELAND CLINIC | ||||||||
| PO BOX 931531 | CLEVELAND | OH | 44193 | 340714585 | 501(C)(3) | $10,000 | $0 | RESEARCH |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 7 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | RESEARCH AWARD | GrantTypeTxt |
| Recipient | 2 | RecipientCnt |
| Cash Grant | $10,000 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ALL GRANT RECIPIENTS ARE REQUIRED TO SIGN THE FOUNDATION'S GRANT AWARD AGREEMENT AND MEET THE FOLLOWING CONDITIONS: - MEET ALL APPLICABLE AND RELEVANT GUIDELINES REGARDING THE USE OF ANIMAL AND HUMAN SUBJECTS. - MEET ALL INSTITUTIONAL POLICIES AND LOCAL, STATE, AND FEDERAL REGULATIONS GOVERNING THE CONDUCT OF RESEARCH. - SUBMIT INTERNAL REVIEW BOARD AND INSTITUTIONAL ANIMAL CARE AND USE COMMITTEE (IF APPLICABLE) APPROVAL FROM THE GRANT RECIPIENT'S INSTITUTION. - COMPLETE AND SUBMIT THE "PROPOSED BUDGET". - ADHERE TO THE FOUNDATION'S POLICY ON INVENTIONS AND DISCOVERIES. - NOTIFY THE FOUNDATION OF ANY PUBLICATION OR PROFESSIONAL PRESENTATION BASED ON FOUNDATION-FUNDED RESEARCH PROJECT AND PROVIDE THE FOUNDATION WITH ELECTRONIC COPIES OF ANY PUBLICATION OR PROFESSIONAL PRESENTATION MADE POSSIBLE, FACILITATED, EXPEDITED, OR SUPPORTED IN ANY WAY BY THE AWARD, EVEN IF DEVELOPED, INITIATED, OR FINALIZED AFTER THE AWARD PERIOD HAS EXPIRED, WITHIN 30 DAYS OF FINAL PRODUCTION. - ACKNOWLEDGE THE FOUNDATION IN ANY AND ALL PUBLICATIONS OR PRESENTATIONS BASED, PARTIALLY OR WHOLLY, ON OR DEVELOPED UNDER THE AWARD MUST, UNLESS OTHERWISE REQUESTED BY THE FOUNDATION, WITH THE FOLLOWING STATEMENT: "THIS RESEARCH WAS SUPPORTED BY THE LUPUS FOUNDATION OF AMERICA, INC." - ALL FUNDS ARE USED EXCLUSIVELY TOWARD EXPENDITURES FOR THE SAID RESEARCH, AND NO AMOUNT OF THE RESEARCH GRANT FUNDS CAN BE USED TO FINANCE INDIRECT COSTS. - KEEP COMPLETE AND ACCURATE RECORDS ON THE RECEIPT AND DISBURSEMENT OF ALL AWARD FUNDS, AND MAY NOT CO-MINGLE ANY FUNDS FROM OTHER SOURCES. MUST RETAIN ALL SUCH RECORDS FOR A PERIOD OF AT LEAST TWO YEARS AFTER THE EXPIRATION DATE OF THE AGREEMENT AND THE FOUNDATION HAS THE RIGHT TO REVIEW SUCH RECORDS UPON REQUEST. IN ADDITION, ALL GRANT RECIPIENTS ARE REQUIRED TO SUBMIT INTERIM AND FINAL REPORTS WITH A GRANT INSTALLMENT PAYMENT TIED TO REPORT SUBMISSION. THE FOUNDATION'S EDUCATION & RESEARCH TEAM REVIEWS THE INTERIM AND FINAL REPORTS TO CONFIRM THAT THE INVESTIGATOR ACHIEVED THE ORIGINAL STUDY OBJECTIVE. - AGREE THAT EITHER PARTY MAY TERMINATE THE AGREEMENT FOR CONVENIENCE UPON THIRTY (30) DAYS PRIOR WRITTEN NOTICE TO THE OTHER PARTY. THE FOUNDATION RESERVES THE RIGHT TO TERMINATE THE AGREEMENT EFFECTIVE IMMEDIATELY, UPON WRITTEN NOTICE, IF THE GRANT RECIPIENT (I) IS UNABLE TO COMPLETE THE STUDY; (II) MATERIALLY ALTER THE STUDY; (III) USES THE AWARD GRANT FOR PROHIBITED EXPENSES OR; (IV) BREACHES OF THE AGREEMENT AND FAILS TO CURE SUCH BREACH WITHIN TEN (10) DAYS FOLLOWING RECIPIENT'S OR INSTITUTION'S RECEIPT OF WRITTEN NOTICE THEREOF. - ACKNOWLEDGE THAT NEITHER THE FOUNDATION, THE INSTITUTION, NOR INVESTIGATOR SHALL BE LIABLE FOR ANY FAILURE TO PERFORM ANY OBLIGATIONS UNDER THE AGREEMENT IF SUCH FAILURE RESULTS FROM CAUSES BEYOND ITS REASONABLE CONTROL. - ACKNOWLEDGE THAT THE AGREEMENT SHALL BE GOVERNED BY THE LAWS OF THE DISTRICT OF COLUMBIA, WITHOUT REGARD TO ITS CONFLICT OF LAW RULES. - ACKNOWLEDGE THAT THE AGREEMENT MAY NOT BE ASSIGNED OR TRANSFERRED WITHOUT THE FOUNDATION'S PRIOR WRITTEN CONSENT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| 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 | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| STEVAN W GIBSON | ||||||||||||||
| PRESIDENT & CHIEF EXECUTIVE OFFICER | $317,919 | $0 | $40,000 | $0 | $237 | $0 | $14,635 | $0 | $10,245 | $0 | $383,036 | $0 | $0 | $0 |
| MARY T CRIMMINGS | ||||||||||||||
| VP, MARKETING & COMMUNICATIONS | $236,524 | $0 | $0 | $0 | $138 | $0 | $20,534 | $0 | $8,554 | $0 | $265,750 | $0 | $0 | $0 |
| JEANINE SMITH | ||||||||||||||
| VP, NETWORK DEVELOPMENT | $209,519 | $0 | $0 | $0 | $258 | $0 | $14,761 | $0 | $10,245 | $0 | $234,783 | $0 | $0 | $0 |
| PATRICK WILDMAN | ||||||||||||||
| VP, ADVOCACY & GOVERNMENT | $201,364 | $0 | $0 | $0 | $138 | $0 | $10,428 | $0 | $8,253 | $0 | $220,183 | $0 | $0 | $0 |
| JULIE TUNE | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $192,660 | $0 | $0 | $0 | $396 | $0 | $9,626 | $0 | $11,019 | $0 | $213,701 | $0 | $0 | $0 |
| LEIGH ANN CARDENAS | ||||||||||||||
| VP, INDIVIDUAL GIVING | $187,353 | $0 | $0 | $0 | $138 | $0 | $9,168 | $0 | $7,683 | $0 | $204,342 | $0 | $0 | $0 |
| MICHAEL DONNELLY | ||||||||||||||
| VICE PRESIDENT, COMMUNICATIONS | $177,758 | $0 | $0 | $0 | $60 | $0 | $8,523 | $0 | $5,942 | $0 | $192,283 | $0 | $0 | $0 |
| SUSAN J GLOOR | ||||||||||||||
| REGIONAL DIRECTOR, NE | $170,003 | $0 | $0 | $0 | $258 | $0 | $11,382 | $0 | $10,245 | $0 | $191,888 | $0 | $0 | $0 |
| MATT DEGOOYER | ||||||||||||||
| SENIOR REGIONAL DIRECTOR, PNW | $145,173 | $0 | $0 | $0 | $258 | $0 | $6,913 | $0 | $9,530 | $0 | $161,874 | $0 | $0 | $0 |
| DESIREE WIENAND | ||||||||||||||
| DIRECTOR, CORPORATE ENGAGEMENT | $146,749 | $0 | $0 | $0 | $90 | $0 | $7,260 | $0 | $6,666 | $0 | $160,765 | $0 | $0 | $0 |
| JAMES DOSSINGER | ||||||||||||||
| DIRECTOR OF DIGITAL STRATEGY | $142,438 | $0 | $0 | $0 | $138 | $0 | $6,727 | $0 | $7,683 | $0 | $156,986 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | THE PRESIDENT & CEO'S BONUS IS AWARDED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS BASED ON A PERFORMANCE EVALUATION. OTHER OFFICERS, KEY EMPLOYEES, AND HIGHEST COMPENSATED EMPLOYEES' BONUSES ARE AWARDED AT THE DISCRETION OF THE PRESIDENT & CEO. | ExplanationTxt |
Schedule M IRS990ScheduleM
Cars And Other Vehicles CarsAndOtherVehiclesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 27 | ContributionCnt |
| Noncash Contributions Rpt F990 | $22,373 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 7 | ContributionCnt |
| Noncash Contributions Rpt F990 | $55,906 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 7A | THE CHAPTERS HAVE THE AUTHORITY TO ELECT THE MEMBERS OF THE NATIONAL COUNCIL REPRESENTATIVES OF THE BOARD OF THE DIRECTORS. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE CHAPTERS HAVE THE AUTHORITY TO VOTE ON ANY PROPOSED CHANGES BY THE BOARD OF THE DIRECTORS TO THE FOUNDATION'S BYLAWS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FOUNDATION HIRES AN INDEPENDENT ACCOUNTING FIRM TO PREPARE THE FORM 990. A COPY OF THE FINAL DRAFT OF THE FORM 990 IS REVIEWED AND APPROVED BY THE FINANCE COMMITTEE VIA A TELEPHONE CONFERENCE. ONCE APPROVED BY THE FINANCE COMMITTEE, A COMPLETE COPY OF THE FORM 990 IS DISTRIBUTED TO ALL MEMBERS OF THE BOARD OF DIRECTORS BEFORE FILING THE FORM WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | AT THE FOUNDATION'S BOARD MEETING IN THE FALL, THE CONFLICT OF INTEREST STATEMENT AND QUESTIONNAIRE ARE COMPLETED AND SIGNED BY EACH OFFICER, DIRECTOR, COMMITTEE MEMBER AND KEY EMPLOYEE. ALL CONFLICT OF INTEREST STATEMENTS AND QUESTIONNAIRES ARE REVIEWED BY THE PRESIDENT & CEO AND CHIEF FINANCIAL OFFICER WHO NOTE ANY ACTUAL OR POTENTIAL CONFLICTS. WHEN THERE IS A DOUBT AS TO WHETHER A CONFLICT OF INTEREST EXISTS, THE MATTER SHALL BE RESOLVED BY A VOTE OF THE BOARD OF DIRECTORS (OR ITS COMMITTEE), EXCLUDING THE PERSON CONCERNING WHOSE SITUATION THE DOUBT HAS ARISEN. THERE HAVE BEEN NO CONFLICTS NOTED DURING THE YEAR. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EXECUTIVE COMMITTEE OF THE BOARD (EC) CONDUCTS AN ANNUAL PERFORMANCE EVALUATION OF THE PRESIDENT & CEO AND RECOMMENDS SALARY LEVEL CHANGES TO THE BOARD OF DIRECTORS FOR APPROVAL. THE RECOMMENDED CHANGES ARE BASED ON THE MOST CURRENTLY AVAILABLE COMPARABILITY DATA FROM THE MANAGEMENT COMPENSATION SURVEY STUDY PUBLISHED JOINTLY BY THE NATIONAL HEALTH COUNCIL AND THE NATIONAL HUMAN SERVICES ASSEMBLY. ONCE APPROVED, ONE OF THE MEMBERS OF THE EC, GENERALLY THE CHAIRMAN OR THE TREASURER, NOTIFIES THE CHIEF FINANCIAL OFFICER OF THE NEW APPROVED COMPENSATION ARRANGEMENT FOR THE PRESIDENT & CEO. ALL OTHER KEY EMPLOYEES' ANNUAL PERFORMANCE EVALUATIONS ARE CONDUCTED BY THE PRESIDENT & CEO AND THEIR APPROVED ANNUAL SALARY INCREASES ARE DOCUMENTED ON THEIR ANNUAL PERFORMANCE EVALUATION FORM. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FOUNDATION MAKES ITS FINANCIAL STATEMENTS, FEDERAL FORM 990, AND ANNUAL REPORT AVAILABLE TO THE PUBLIC UPON REQUEST AND BY POSTING THEM ON ITS WEBSITE. ALL OTHER GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | FULFILLMENT SERVICES: PROGRAM SERVICE EXPENSES 43,152. MANAGEMENT AND GENERAL EXPENSES 1,807. FUNDRAISING EXPENSES 429. TOTAL EXPENSES 45,388. PAYROLL SERVICES: PROGRAM SERVICE EXPENSES 14,656. MANAGEMENT AND GENERAL EXPENSES 614. FUNDRAISING EXPENSES 145. TOTAL EXPENSES 15,415. OTHER CONTRACTUAL SERVICES: PROGRAM SERVICE EXPENSES 55,186. MANAGEMENT AND GENERAL EXPENSES 2,311. FUNDRAISING EXPENSES 549. TOTAL EXPENSES 58,046. CONSULTING: PROGRAM SERVICE EXPENSES 1,707,059. MANAGEMENT AND GENERAL EXPENSES 72,615. FUNDRAISING EXPENSES 17,235. TOTAL EXPENSES 1,796,909. PUBLIC AND MEDIA RELATIONS: PROGRAM SERVICE EXPENSES 19,870. MANAGEMENT AND GENERAL EXPENSES 832. FUNDRAISING EXPENSES 198. TOTAL EXPENSES 20,900. TEMPORARY SERVICES: PROGRAM SERVICE EXPENSES 82,954. MANAGEMENT AND GENERAL EXPENSES 24,253. FUNDRAISING EXPENSES 6,347. TOTAL EXPENSES 113,554. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUPUS AMERICA COMMUNITIES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2121 K STREET NW SUITE 200 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20037 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 900870868 | EIN |
| Primary Activities | SUPPORTING ORGANIZATION | PrimaryActivitiesTxt |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 12C, III-FI | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |