2025-05-12T18:29:26-05:00 2024-12-31 260794367 UHY ADVISORS MID-ATLANTIC INC 8601 ROBERT FULTON DRIVE SUITE 210 COLUMBIA MD 21046 990 2024-01-01 042716222 BRAIN INJURY ASSOCIATION OF AMERICA INC BRAI 7037610750 3057 NUTLEY STREET 805 FAIRFAX VA 22031 RICK WILLIS PRESIDENT/CEO 7037610750 2025-05-12 1 0 YI SHRESTHA P00837980 4107205220 2025-04-30 2024 2025-03-06 01:10:19Z RICK WILLIS 3057 NUTLEY STREET STE 805 FAIRFAX VA 22031 6193513 0 X WWW.BIAUSA.ORG X 1981 MA (SEE SCHEDULE O)TO ADVANCE BRAIN INJURY AWARENESS, RESEARCH, TREATMENT, AND EDUCATION AND TO IMPROVE THE QUALITY OF LIFE FOR ALL INDIVIDUALS IMPACTED BY BRAIN INJURY. THROUGH ADVOCACY, BIAA'S GOAL IS TO BRING HELP, HOPE, AND HEALING TO MILLIONS OF INDIVIDUALS LIVING WITH BRAIN INJURY, THEIR FAMILIES, AND THE PROFESSIONALS WHO SERVE THEM. 16 16 26 486 5476 0 1264593 3120061 1223382 1274569 59615 300544 130908 295208 2678498 4990382 40226 92562 0 0 1754058 2359419 9137 8454 690142 1748697 1988985 3552118 4449420 -873620 540962 6189860 6920545 549434 656453 5640426 6264092 X TO ADVANCE BRAIN INJURY AWARENESS, RESEARCH, TREATMENT, AND EDUCATION AND TO IMPROVE THE QUALITY OF LIFE FOR ALL INDIVIDUALS IMPACTED BY BRAIN INJURY. THROUGH ADVOCACY, BIAA'S GOAL IS TO BRING HELP, HOPE, AND HEALING TO MILLIONS OF INDIVIDUALS LIVING WITH BRAIN INJURY, THEIR FAMILIES, AND THE PROFESSIONALS WHO SERVE THEM. 0 0 1118575 361785 PUBLIC AWARENESS - BIAA LEADS THE NATION IN RAISING AWARENESS AND UNDERSTANDING ABOUT BRAIN INJURY THROUGH ITS AWARD-WINNING WEBSITE, WWW.BIAUSA.ORG, ROBUST SOCIAL MEDIA FOLLOWING AND SOUGHT-AFTER PUBLIC SPEAKERS. THE PUBLICATIONS OFFERED BY BIAA ARE AVAILABLE IN PRINT AND DIGITAL FORMAT AND INCLUDE FACT SHEETS, QUARTERLY NEWSMAGAZINES, AND INFORMATIONAL BROCHURES. DURING 2024, BIAA'S #MORETHANMYBRAININJURY AWARENESS CAMPAIGN WAS HELD DURING BRAIN INJURY AWARENESS MONTH. THE CAMPAIGN HELPED THE PUBLIC UNDERSTAND THE MANY CAUSES OF BRAIN INJURY WHILE EMPOWERING BRAIN INJURY INDIVIDUALS AND FAMILIES TO TELL THEIR STORY TO DISPEL COMMON MYTHS AND MISCONCEPTIONS. 895837 163571 AFFILIATE SERVICES - BIAA PROVIDES LEADERSHIP, TECHNICAL ASSISTANCE, OPERATIONAL BEST PRACTICES, AND INDIVIDUALIZED FUNDRAISING TRAINING AND CONSULTATION TO A NATIONWIDE NETWORK OF CHARTERED STATE AFFILIATES, DIVISIONS, LOCAL CHAPTERS, AND SUPPORT GROUPS ACROSS THE COUNTRY TO MEET THE NEEDS OF ALL THOSE WHOSE LIVES ARE AFFECTED BY BRAIN INJURY. 742079 92562 1038905 EDUCATION, TRAINING, AND RESEARCH - BIAA EDUCATES BRAIN INJURY SURVIVORS, CAREGIVERS AND PROFESSIONALS EVERY YEAR THROUGH SEVERAL PROGRAMS. THESE INCLUDE FREE AND LOW-COST WEBINARS, IN-PERSON CONFERENCES, AND SPECIALIZED RESOURCES AND MATERIALS. BIAA'S ACADEMY OF CERTIFIED BRAIN INJURY SPECIALISTS (ACBIS) PROVIDES PROGRAMS THAT ALLOW INDIVIDUALS AN OPPORTUNITY TO LEARN IMPORTANT INFORMATION ABOUT BRAIN INJURY AND EARN A NATIONALLY RECOGNIZED CREDENTIAL. ACBIS PROGRAMS PROVIDE EDUCATION, TRAINING, CERTIFICATION, AND ONGOING RESOURCES FOR SPECIALISTS IN THE BRAIN INJURY COMMUNITY. CURRENT ACBIS PROGRAMS INCLUDE CERTIFIED BRAIN INJURY SPECIALIST (CBIS), CERTIFIED BRAIN INJURY SPECIALIST TRAINER (CBIST) AND PROVISIONAL CERTIFIED BRAIN INJURY SPECIALIST (PCBIS) CERTIFICATION PROGRAMS, AS WELL AS THE BRAIN INJURY FUNDAMENTALS CERTIFICATE PROGRAM. BIAA'S ACBIS PROGRAMS CONTINUE TO GROW THE CERTIFICATION PROGRAM OFFERINGS TO MEET THE NEEDS OF THE BRAIN INJURY REHABILITATION COMMUNITY. BIAA ACCELERATES RESEARCH AND THE DISCOVERY OF CURES BY AWARDING GRANTS TO DISSERTATION CANDIDATES, YOUNG INVESTIGATORS, AND BRAIN INJURY SCHOLARS ACROSS THE COUNTRY. BIAA'S STAFF AND LEADERS ARE KEY PARTNERS IN ADVISING RESEARCHERS AND DISSEMINATING FINDINGS. 308224 GOVERNMENT RELATIONS AND ADVOCACY - BIAA AND ITS NETWORK OF ADVOCATES EDUCATE FEDERAL POLICYMAKERS THROUGHOUT THE YEAR BY INFORMING THEM ABOUT LIFE-SAVING RESEARCH, ACCESS TO HEALTHCARE, CIVIL RIGHTS, AND FINANCIAL SECURITY FOR PEOPLE WITH BRAIN INJURIES. DURING 2023, BIAA ASSISTED THE CONGRESSIONAL BRAIN INJURY TASK FORCE IN CONDUCTING THE 22ND ANNUAL BRAIN INJURY AWARENESS DAY ON CAPITOL HILL, WHICH WAS HELD IN MARCH; IT CONSISTED OF IN-PERSON MEETINGS FOR SELECTED CONSTITUENTS THAT BIAA ARRANGED FOR WITH VARIOUS LAW MAKERS. BIAA KEEPS ITS CONSTITUENTS ABREAST OF RELEVANT PUBLIC POLICY THROUGH ITS FREE WEEKLY E-NEWSLETTER, POLICY CORNER. 233413 INDIVIDUAL AND FAMILY SERVICES - BIAA OPERATES THE TOLL-FREE NATIONAL BRAIN INJURY INFORMATION CENTER (NBIIC), WHICH CONNECTS CALLERS TO A TRAINED SPECIALIST WHO IS COMPASSIONATE AND KNOWLEDGEABLE ABOUT LOCAL RESOURCES. NBIIC OFFERS INFORMATION IN BOTH ENGLISH AND SPANISH. BIAA RESPONDS TO INQUIRIES FOR PERSONALIZED ASSISTANCE. THE PEOPLE BIAA HELPS RANGE FROM FAMILIES STRUGGLING WITH A CHILD IN A COMA TO CAREGIVERS WONDERING HOW TO SUPPORT A LOVED ONE WHO WAS INJURED MANY YEARS AGO. 541637 3298128 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 27 0 1 26 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 AK AR CA CO CT FL GA HI IL KS KY ME MD MI MN MS NV NH NJ NM NY NC OK OR PA RI SC TN UT VA WV WI OH ND WA X THE ORGANIZATION 7037610750 3057 NUTLEY STREET 805 FAIRFAX VA 22031 MONICA VACARO MS CBIS BOARD MEMBER 2.00 X 0 0 0 DAVID STORTO BOARD MEMBER 2.00 X 0 0 0 ANDY STEINHUBL BOARD MEMBER 2.00 X 0 0 0 OWEN Z PERLMAN MD BOARD MEMBER 2.00 X 0 0 0 MICHAEL MCFADDEN BOARD MEMBER 2.00 X 0 0 0 MICHAEL JAFFEE MD FAAN FANA BOARD MEMBER 2.00 X 0 0 0 ANGIE JACKSON MS-CCCSLP MBA CBIST BOARD MEMBER 2.00 X 0 0 0 TONY STRICKLAND MS PHD FNAN BOARD MEMBER 2.00 X 0 0 0 CHRISTOPHER S BRISBEE ARM BOARD MEMBER 2.00 X 0 0 0 MAUREEN CUNNINGHAM CFRE BOARD MEMBER 2.00 X 0 0 0 JOANNE FINEGAN MSA CTRS FDRT SECRETARY (FROM 05/24) 2.00 X X 0 0 0 PAGE MELTON IVIE CHAIRWOMAN 3.00 X X 0 0 0 SHANA DE CARO ESQ PAST CHAIR 2.00 X 0 0 0 ELEANOR M PERFETTO PHD MS SECRETARY (THRU 05/24) 2.00 X X 0 0 0 KEVIN BINGHAM ACAS MAAA CSPA TREASURER 2.00 X X 0 0 0 DAVID HARRINGTON MBA OTRL CBIST VICE CHAIR 3.00 X X 0 0 0 RICHARD WILLIS PRESIDENT AND CEO 60.00 X 267862 0 28099 GREGORY AYOTTE DIRECTOR OF CONSUMER SERVICES 55.00 X 106532 0 7393 AHMAD SALAM DIRECTOR OF FINANCE AND OPERATIONS 55.00 X 111409 0 36636 PAULA EICHHOLZ SENIOR DIRECTOR OF DEVELOPMENT 55.00 X 151286 0 19164 STEVE WALSH SENIOR DIRECTOR OF MARKETING AND COMMUNICATIONS 55.00 X 109357 0 7589 STEPHANI KELLY SENIOR DIRECTOR OF OUTREAC 55.00 X 126362 0 8731 872808 0 107612 7 0 1 0 BRAIN INJURY ASSOCIATION OF NEW HAMPSHIR 52 PLEASANT STREET CONCORD NH 03301 BIAA-MAINE SERVICES 254716 RATKAJ DESIGNS 4317 FELTON PLACE MADISON WI 53705 GENERAL DESIGN AND EDITING SERVICES 149608 GCI HEALTH PO BOX 101880 ATLANTA GA 30392 COALITION DEVELOPMENT AND SUPPORT 142096 TURNKEY FOR GOOD INC PO BOX 6507 RICHMOND VA 23230 DESIGN SERVICES FOR WEBSITE 104000 4 10383 596047 2513631 3120061 APPLICATION AND RENEWAL 900099 893228 893228 STATE AFFILIATION FEES 900099 163571 163571 CONFERENCES AND MEETINGS 900099 145677 145677 PERIODICALS 541800 66617 66617 ADVERTISING SALES 513120 5476 5476 1274569 188863 188863 1277107 1165426 111681 111681 111681 332873 37705 295168 295168 MISCELLANEOUS INCOME 900099 40 40 40 4990382 1564261 5476 300584 X 92562 92562 295961 192374 73991 29596 1770616 1150771 266461 353384 65574 42521 9364 13689 75009 49004 11129 14876 152259 110287 10816 31156 25969 23127 209 2633 71799 47283 11455 13061 60946 60946 8454 8454 13369 13369 660562 603741 5357 51464 188443 175658 12785 87665 81165 4682 1818 234561 187927 15346 31288 122315 88398 5802 28115 257653 176364 5683 75606 45322 30551 14771 23063 10740 9225 3098 PRINTING & COPYING 60988 52670 2228 6090 PERIODICAL FULFILLMENT 51839 51839 POSTAGE & SHIPPING 43750 40266 518 2966 DUES & SUBSCRIPTIONS 27638 25850 359 1429 13103 4084 385 8634 4449420 3298128 461150 690142 3425473 1209902 50425 101028 181994 19506 72190 92365 106772 328419 131093 90981 197326 2410082 5152361 6189860 6920545 274402 346800 275032 309653 549434 656453 X 4043034 4905309 1597392 1358783 5640426 6264092 6189860 6920545 540962 82704 0 X X 0 1 X 1 0 X 1139460 3473668 2123872 1264593 3120061 11121654 1139460 3473668 2123872 1264593 3120061 11121654 3283686 7837968 43172 47000 49931 114942 188863 443908 95218 39033 49043 56931 5476 245701 4662 2452 22242 300 40 29696 11840959 0.66190 0.63310 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 44749 22163 66912 4382507 4449419 372471 93118 0 0 269372 301690 328005 372471 1271538 1907307 133994 23569 13998 66912 238473 67343 75423 82001 93118 317885 476828 15994 16984 6531 44749 84258 9395 75941 14664 100000 8472 923 9395 10125 -1653 8472 9126 999 10125 8223 903 9126 1.00000 0 0 187453 102288 85165 140966 28805 112161 197326 X 5097422 82704 37705 120409 4977013 13369 13369 4990382 4473756 37705 37705 4436051 13369 13369 4449420 PART V, LINE 4: BIAA HAS INTERPRETED THE LAWS OF VIRGINIA AS REQUIRING THE PRESERVATION OF THE FAIR VALUE OF THE ORIGINAL GIFT AS OF THE GIFT DATE, ABSENT EXPLICIT DONOR STIPULATIONS TO THE CONTRARY. AS A RESULT OF THIS INTERPRETATION, BIAA CLASSIFIES AS NET ASSETS WITH DONOR RESTRICTIONS (A) THE ORIGINAL VALUE OF GIFTS DONATED TO THE PERMANENT ENDOWMENT, (B) THE ORIGINAL VALUE OF THE SUBSEQUENT GIFTS TO THE PERMANENT ENDOWMENT, AND (C) ACCUMULATIONS TO THE PERMANENT ENDOWMENT MADE IN ACCORDANCE WITH THE DIRECTION OF THE APPLICABLE DONOR GIFT INSTRUMENT AT THE TIME THE GIFT IS ADDED TO THE PERMANENT ENDOWMENT. THE PRIMARY INVESTMENT OBJECTIVES GOVERNING THE MANAGEMENT OF THE ENDOWMENT FUNDS ARE TO (1) ACHIEVE PERFORMANCE OBJECTIVES BY EMPLOYING A DIVERSIFIED INVESTMENT STRATEGY WITH A TIME HORIZON OF TEN YEARS OR LONGER AND TARGET ALLOCATIONS PRIMARILY IN DOMESTIC EQUITIES AND FIXED INCOME INVESTMENTS, (2) MAINTAIN PROPER LIQUIDITY NECESSARY TO MEET FUNDING NEEDS AND DISBURSEMENT REQUIREMENTS, AND (3) BALANCE RISK COMMENSURATE WITH RETURN OBJECTIVES RECOGNIZING THAT CAPITAL MARKET RETURNS VARY SIGNIFICANTLY FROM YEAR TO YEAR. PART X, LINE 2: BIAA RECEIVED A DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE (IRS) THAT IT HAS BEEN GRANTED AN EXEMPTION FROM FEDERAL INCOME TAXES AND IT QUALIFIES AS A PUBLICLY SUPPORTED ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC). BIAA HAS ALSO BEEN CLASSIFIED AS AN ENTITY THAT IS NOT A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A)(2) OF THE IRC. BIAA BELIEVES ITS OPERATIONS ARE CONSISTENT WITH THE NATURE OF THEIR EXEMPTION GRANTED BY THE IRS. THE ADVERTISING INCOME DERIVED FROM PUBLICATIONS IS CONSIDERED UNRELATED BUSINESS INCOME. SINCE RELATED EXPENSES EXCEEDED INCOME, NO PROVISION FOR INCOME TAXES HAS BEEN PROVIDED FOR IN THE ACCOMPANYING FINANCIAL STATEMENTS. THERE IS NO CURRENT LIABILITY FOR INCOME TAXES AND NO TEMPORARY DIFFERENCES RESULTING IN DEFERRED TAXES AS OF DECEMBER 31, 2024. BIAA IS REQUIRED TO MEASURE, RECOGNIZE, PRESENT, AND DISCLOSE IN ITS FINANCIAL STATEMENTS UNCERTAIN INCOME TAX POSITIONS BIAA HAS TAKEN IN THE TAX YEARS THAT REMAIN SUBJECT TO EXAMINATION OR EXPECTS TO TAKE ON AN INCOME TAX RETURN. BIAA RECOGNIZES THE TAX BENEFITS FROM UNCERTAIN INCOME TAX POSITIONS ONLY IF IT IS MORE LIKELY THAN NOT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAX AUTHORITIES. BIAA RECORDED NO LIABILITY FOR UNCERTAIN INCOME TAX POSITIONS FOR ANY OPEN TAX YEARS. NONE OF BIAA'S FEDERAL TAX RETURNS ARE CURRENTLY UNDER EXAMINATION. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD REFLECTED ON PART VIII, LINE 10B 37,705. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD REFLECTED ON PART VIII, LINE 10B 37,705. 1 ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI (REHAB AND HUMAN PERFORMANCE) ONE GUSTAVE L LEVY PLACE BOX 1049 NEW YORK NY 10029 136171197 501 (C) (3) 5001 0 SEED GRANT- BAL, ESTABLISHING THE MECHANISMS OF TBI-MEDIATED SUSCEPTIBILITY TO ALZHEIMER'S DISEASE COLORADO STATE UNIVERSITY 601 SOUTH HOWES ST FORT COLLINS CO 80523 846000545 501 (C) (3) 24805 0 SEED GRANT, REPETITIVE MILD IBI AND SIGNS OF ACCELERATED NEUROCOGNITIVE AGING UNIVERSITY OF PITTSBURGH 116 ATWOOD STREET SUITE 201 PITTSBURGH PA 152600100 250965591 501 (C) (3) 25000 0 SEED GRANT, PHYSICAL ACTIVITY AND BDNF IN NEUROBEHAVIORAL RECOVERY UNIVERSITY OF COLORADO- BOULDER 1800 GRANT STREET SUITE 200 DENVER CO 80203 846000555 501 (C) (3) 25000 0 SEED GRANT, PRE-INJURY SLEEP QUALITY AS A RISK FACTOR FOR INCREASED ALCOHOL CONSUMPTION FOLLOWING TBI 4 PART I, LINE 2: THE BOARD OF DIRECTORS APPROVE GRANTS PROGRAMS BASED ON THE RECOMMENDATIONS OF THE RESEARCH COMMITTEE. THERE ARE TWO TYPES OF GRANTS THAT GET FINANCED BY THE RESEARCH FUND: DISSERTATION (UP TO $5K EACH) AND SEED (UP TO $25K). WITHIN EACH CATEGORY, THE BOARD WOULD APPROVE 2 OR 3 GRANTS PER YEAR. X X 0 0 0 1 0 0 0 0 0 RICHARD WILLIS PRESIDENT AND CEO 257462 0 10400 0 0 0 16274 0 11825 0 295961 0 0 0 PAULA EICHHOLZ SENIOR DIRECTOR OF DEVELOPMENT 151286 0 0 0 0 0 9477 0 9687 0 170450 0 0 0 PART I, LINE 3 THE CEO RECEIVES AN ANNUAL BONUS THAT IS CONTINGENT ON BIAA INCREASING REVENUE OTHER THAN BEQUESTS BY 10%, TOTAL GROWTH IN THE APPLICATION AND RENEWAL FEES, AND OTHER NON-REVENUE BASED MEASURES. PART I, LINE 5 THE CEO RECEIVES AN ANNUAL BONUS THAT IS CONTINGENT ON BIAA INCREASING REVENUE OTHER THAN BEQUESTS BY 10%, TOTAL GROWTH IN THE APPLICATION AND RENEWAL FEES, AND OTHER NON-REVENUE BASED MEASURES. X 1 994446 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE BIAA BOARD OF DIRECTORS, FINANCE AND AUDIT COMMITTEE AND MANAGEMENT RECEIVE A COPY OF THE IRS FORM 990 AND REVIEW IT PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C BOARD OF DIRECTORS AND STAFF ARE REQUIRED TO ABIDE BY BIAA'S CONFLICT OF INTEREST POLICY. DIRECTORS ARE REQUIRED TO SIGN THE CONFLICT OF INTEREST FORM ANNUALLY AT THE FIRST MEETING OF THE FISCAL YEAR AND STAFF ARE REQUIRED TO SIGN THE FORM AT THE BEGINNING OF THE FISCAL YEAR. BOARD MEMBERS REFRAIN FROM VOTING WHERE THERE IS PERCEIVED OR ACTUAL CONFLICT OF INTEREST. BOARD MEMBERS ARE REQUIRED TO REPORT CONFLICTS OF INTEREST WHEN ISSUES ARE BEFORE THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE PRESIDENT AND CEO AND OTHER KEY EMPLOYEES IS APPROVED BY THE BOARD OF DIRECTORS ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 BIAA MAKES ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC UPON WRITTEN REQUEST. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 603,741. MANAGEMENT AND GENERAL EXPENSES 5,357. FUNDRAISING EXPENSES 51,464. TOTAL EXPENSES 660,562. FORM 990, PART XII, LINE 2C BIAA'S FINANCE AND AUDIT COMMITTEE HAS RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF THE INDEPENDENT AUDITORS.