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BONE HEALTH AND OSTEOPOROSIS FOUNDATION: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
BONE HEALTH AND OSTEOPOROSIS FOUNDATION (EIN 36-3350532)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-08-16
IRS object ID
202202289349300015
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-08-16T10:56:17-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN470900880PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CALIBRE CPA GROUP PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17501 WISCONSIN AVENUE SUITE 1200AddressLine1Txt
Address Line2WESTAddressLine2Txt
CityBETHESDACityNm
State AbbreviationMDStateAbbreviationCd
ZIP20814ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN363350532EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BONE HEALTH AND OSTEOPOROSIS FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBONEBusinessNameControlTxt
Phone7036473000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1251 18TH STREET S 630AddressLine1Txt
CityARLINGTONCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22202ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCLAIRE GILLPersonNm
Person TitleCHIEF EXECUTIVE OFFICERPersonTitleTxt
Phone7036473000PhoneNum
Signature2022-08-16SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCLAIREPersonFirstNm
Person LastGILLPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonERIN CRANMERPreparerPersonNm
PTINP01712644PTIN
Phone2023319880PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name ChangeYes (X)NameChangeInd
Principal OfficerCLAIRE GILLPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1251 18TH STREET S 630AddressLine1Txt
CityARLINGTONCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22202ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$4,785,992GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.BONEHEALTHANDOSTEOPOROSIS.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1984FormationYr
Legal Domicile StateMOLegalDomicileStateCd
Activity Or MissionTO PREVENT OSTEOPOROSIS AND IMPROVE THE LIVES OF THOSE AFFECTED BY THE DISEASE.ActivityOrMissionDesc
Voting Members Governing Body12VotingMembersGoverningBodyCnt
Voting Members Independent12VotingMembersIndependentCnt
Total Employee6TotalEmployeeCnt
Total Volunteers20TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$2,742,849PYContributionsGrantsAmt
CY Contributions Grants$3,637,158CYContributionsGrantsAmt
PY Program Service Revenue$49,541PYProgramServiceRevenueAmt
CY Program Service Revenue$60,668CYProgramServiceRevenueAmt
PY Investment Income$154,869PYInvestmentIncomeAmt
CY Investment Income$310,529CYInvestmentIncomeAmt
PY Other Revenue$401,347PYOtherRevenueAmt
CY Other Revenue$443,219CYOtherRevenueAmt
PY Total Revenue$3,348,606PYTotalRevenueAmt
CY Total Revenue$4,451,574CYTotalRevenueAmt
PY Grants And Similar Paid$2,595PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,845CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$833,668PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,021,178CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$415,942CYTotalFundraisingExpenseAmt
PY Other Expenses$2,162,775PYOtherExpensesAmt
CY Other Expenses$2,561,522CYOtherExpensesAmt
PY Total Expenses$2,999,038PYTotalExpensesAmt
CY Total Expenses$3,584,545CYTotalExpensesAmt
PY Revenues Less Expenses$349,568PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$867,029CYRevenuesLessExpensesAmt
Total Assets BOY$6,751,089TotalAssetsBOYAmt
Total Assets EOY$8,108,231TotalAssetsEOYAmt
Total Liabilities BOY$1,591,581TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,905,772TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$5,159,508NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$6,202,459NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSEE SCHEDULE O.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$406,618ExpenseAmt
Grant$1,845GrantAmt
DescPATIENT EDUCATION: SEE SCHEDULE O FOR FULL STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$1,171,344ExpenseAmt
Revenue$43,518RevenueAmt
DescPROFESSIONAL EDUCATION: SEE SCHEDULE O FOR FULL STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$1,119,357ExpenseAmt
DescADVOCACY: SEE SCHEDULE O FOR FULL STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$190,464ExpenseAmt
Revenue$22,143RevenueAmt
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$190,464TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue$22,143TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$2,887,783TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document65IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee6EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members12GoverningBodyVotingMembersCnt
Independent Voting Member12IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldALStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldAKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldARStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldAZStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCOStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldGAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldHIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMEStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMOStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNMStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldRIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldTNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldUTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWVStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DEBRA ERIKSONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7036473000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1251 18TH STREET S 630AddressLine1Txt
CityARLINGTONCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22202ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
ROBERT F GAGEL MD
CHAIRMAN5.00Yes (X)Yes (X)$0$0$0
KENNETH W LYLES MD
PRESIDENT5.00Yes (X)Yes (X)$0$0$0
THOMAS F KOINIS MD
VICE PRESIDENT5.00Yes (X)Yes (X)$0$0$0
JOAN M LAPPE PHD RN FAAN
SECRETARY5.00Yes (X)Yes (X)$0$0$0
KATHLEEN SHOEMAKER PHARMD MBA CPHI
TREASURER5.00Yes (X)Yes (X)$0$0$0
SALLY FULLMAN PHD
TRUSTEE5.00Yes (X)$0$0$0
BARBARA HANNAH GRUFFERMAN
TRUSTEE5.00Yes (X)$0$0$0
KAREN KEMMIS DPT
TRUSTEE5.00Yes (X)$0$0$0
CHARLES B LAWRENCE JR
TRUSTEE5.00Yes (X)$0$0$0
FREDERICK R SINGER MD
TRUSTEE5.00Yes (X)$0$0$0
JOSHUA WING MSN CRNS RNFA
TRUSTEE5.00Yes (X)$0$0$0
NICOLE WRIGHT PHD MPH
TRUSTEE5.00Yes (X)$0$0$0
CLAIRE GILL
CHIEF EXECUTIVE OFFICER37.50Yes (X)$290,000$0$13,023
DEBRA ERIKSON
CHIEF ADMINISTRATIVE OFFIC37.50$162,957$0$20,690Yes (X)
AMI PATEL
DIRECTOR, PROFESSIONAL EDU37.50$114,015$0$11,936Yes (X)
LISA TUMMINELLO
SENIOR DIRECTOR, PATIENT EDUCATION37.50$121,690$0$19,218Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$688,662TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$64,867TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K4IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
CONNECT 4 STRATEGIES LLC
6005 GLOSTER ROADBETHESDAMD20816PROJECT SERVICES$215,165
EXPONENTIAL CONSULTING LLC
18457 PARK MEADOW COURTLEESBURGVA20175STAFFING SERVICES$162,176
BLACKBAUD
PO BOX 844827BOSTONMA02284CLOUD COMPUTING$141,058
J&R GRAPHICS
PO BOX 2671FAIR LAWNNJ07410MAILHOUSE SERVICES$135,691
REINECKE STRATEGIC SOLUTIONS INC
6107 RIDGE DRIVEBETHESDAMD20816PROJECT SERVICES$120,000
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K6CntrctRcvdGreaterThan100KCnt
Membership Dues$74,400MembershipDuesAmt
All Other Contributions$3,562,758AllOtherContributionsAmt
Total Contributions$3,637,158TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
PUBLICATIONS & PROGRAM900099$43,518$43,518
CONFERENCES & SEMINARS900099$17,150$17,150
FieldValueIRS element (for citing)
Total Program Service Revenue$60,668TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$218,603TotalRevenueColumnAmt
Exclusion$218,603ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$438,226TotalRevenueColumnAmt
Exclusion$438,226ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$421,887SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$329,961SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$91,926SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$91,926TotalRevenueColumnAmt
Exclusion$91,926ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$6,377GrossSalesOfInventoryAmt
Cost Of Goods Sold$4,457CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,920TotalRevenueColumnAmt
Related Or Exempt Func Income$1,920RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescLIST RENTAL INCOMEDesc
Business900099BusinessCd
Total Revenue Column$3,073TotalRevenueColumnAmt
Related Or Exempt Func Income$3,073RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$3,073OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,451,574TotalRevenueColumnAmt
Related Or Exempt Func Income$65,661RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$748,755ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,845TotalAmt
Program Services$1,845ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$486,670TotalAmt
Program Services$414,893ProgramServicesAmt
Management And General$29,602ManagementAndGeneralAmt
Fundraising$42,175FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$426,931TotalAmt
Program Services$363,964ProgramServicesAmt
Management And General$25,969ManagementAndGeneralAmt
Fundraising$36,998FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$14,821TotalAmt
Program Services$12,636ProgramServicesAmt
Management And General$901ManagementAndGeneralAmt
Fundraising$1,284FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$38,418TotalAmt
Program Services$32,752ProgramServicesAmt
Management And General$2,337ManagementAndGeneralAmt
Fundraising$3,329FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$54,338TotalAmt
Program Services$46,324ProgramServicesAmt
Management And General$3,305ManagementAndGeneralAmt
Fundraising$4,709FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$12,268TotalAmt
Program Services$9,872ProgramServicesAmt
Management And General$734ManagementAndGeneralAmt
Fundraising$1,662FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$36,755TotalAmt
Program Services$29,575ProgramServicesAmt
Management And General$2,199ManagementAndGeneralAmt
Fundraising$4,981FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$23,999TotalAmt
Program Services$19,311ProgramServicesAmt
Management And General$1,436ManagementAndGeneralAmt
Fundraising$3,252FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$25,005TotalAmt
Program Services$20,121ProgramServicesAmt
Management And General$1,496ManagementAndGeneralAmt
Fundraising$3,388FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,576,760TotalAmt
Program Services$1,268,755ProgramServicesAmt
Management And General$94,338ManagementAndGeneralAmt
Fundraising$213,667FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$12,683TotalAmt
Program Services$8,208ProgramServicesAmt
Management And General$1,666ManagementAndGeneralAmt
Fundraising$2,809FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$177,949TotalAmt
Program Services$116,370ProgramServicesAmt
Management And General$28,976ManagementAndGeneralAmt
Fundraising$32,603FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$221,971TotalAmt
Program Services$178,611ProgramServicesAmt
Management And General$13,281ManagementAndGeneralAmt
Fundraising$30,079FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$182,695TotalAmt
Program Services$124,037ProgramServicesAmt
Management And General$46,071ManagementAndGeneralAmt
Fundraising$12,587FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$3,211TotalAmt
Program Services$3,131ProgramServicesAmt
Management And General$61ManagementAndGeneralAmt
Fundraising$19FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$49,905TotalAmt
Program Services$48,664ProgramServicesAmt
Management And General$944ManagementAndGeneralAmt
Fundraising$297FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$2,444TotalAmt
Program Services$1,667ProgramServicesAmt
Management And General$608ManagementAndGeneralAmt
Fundraising$169FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$42,466TotalAmt
Program Services$28,831ProgramServicesAmt
Management And General$10,709ManagementAndGeneralAmt
Fundraising$2,926FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
HONORARIUM$72,200$70,405$1,365$430
DUES & SUBSCRIPTIONS$42,870$27,744$5,631$9,495
BANK SERVICE FEES$17,315$12,572$3,312$1,431
PUBLICATIONS$14,199$9,189$1,865$3,145

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$46,827TotalAmt
Program Services$38,306ProgramServicesAmt
Management And General$4,014ManagementAndGeneralAmt
Fundraising$4,507FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$3,584,545TotalAmt
Program Services$2,887,783ProgramServicesAmt
Management And General$280,820ManagementAndGeneralAmt
Fundraising$415,942FundraisingAmt
FieldValueIRS element (for citing)
Joint CostsYes (X)JointCostsInd

Total Joint Costs TotalJointCostsGrp

FieldValueIRS element (for citing)
Total$102,439TotalAmt
Program Services$26,061ProgramServicesAmt
Management And General$19,230ManagementAndGeneralAmt
Fundraising$57,148FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$126,526BOYAmt
EOY$3,741EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$2,668,026BOYAmt
EOY$3,709,625EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$129,276BOYAmt
EOY$30,497EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$82,039BOYAmt
EOY$77,583EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$68,004BOYAmt
EOY$92,117EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$108,574LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$103,423LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$6,977BOYAmt
EOY$5,151EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$3,670,241BOYAmt
EOY$4,189,517EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$6,751,089BOYAmt
EOY$8,108,231EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$302,195BOYAmt
EOY$400,263EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$1,152,832BOYAmt
EOY$1,382,114EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$136,554BOYAmt
EOY$123,395EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,591,581BOYAmt
EOY$1,905,772EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,863,141BOYAmt
EOY$4,821,021EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,296,367BOYAmt
EOY$1,381,438EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$5,159,508BOYAmt
EOY$6,202,459EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$6,751,089BOYAmt
EOY$8,108,231EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$867,029ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$175,920NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$2OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,772,499CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,416,385CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,864,073CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,742,849CurrentTaxYearMinus1YearAmt
Current Tax Year$3,637,158CurrentTaxYearAmt
Total$16,432,964TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,772,499CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,416,385CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,864,073CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,742,849CurrentTaxYearMinus1YearAmt
Current Tax Year$3,637,158CurrentTaxYearAmt
Total$16,432,964TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$4,707,926SubstantialContributorsTotAmt
Public Support Total170$11,725,038PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$432,120CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$572,794CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$492,863CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$519,257CurrentTaxYearMinus1YearAmt
Current Tax Year$656,829CurrentTaxYearAmt
Total$2,673,863TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$23,680CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$7,152CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,729CurrentTaxYearMinus1YearAmt
Current Tax Year$3,073CurrentTaxYearAmt
Total$38,634TotalAmt
FieldValueIRS element (for citing)
Total Support$19,145,461TotalSupportAmt
Gross Receipts Rltd Activities$950,500GrossReceiptsRltdActivitiesAmt
Public Support CY1700.61240PublicSupportCY170Pct
Public Support PY1700.62500PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:FormAndLineReferenceDesc
ExplanationLIST RENTAL INCOME - 2018 AMOUNT: $ 6,328. 2019 AMOUNT: $ 5,823. 2020 AMOUNT: $ 3,389. 2021 AMOUNT: $ 3,073. MISCELLANEOUS - 2018 AMOUNT: $ 17,352. 2019 AMOUNT: $ 1,329. 2020 AMOUNT: $ 1,340. 2021 AMOUNT: $ 0.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

Total Grassroots Lobbying TotalGrassrootsLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$24,000FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$24,000FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$3,976,487FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$4,000,487FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$350,024FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$87,506FilingOrganizationsTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus3$359,656CurrentYearMinus3Amt
Current Year Minus2$329,342CurrentYearMinus2Amt
Current Year Minus1$281,899CurrentYearMinus1Amt
Current Year$350,024CurrentYearAmt
Total$1,320,921TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$1,981,382LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$168,000CurrentYearMinus3Amt
Current Year Minus2$66,000CurrentYearMinus2Amt
Current Year Minus1$17,619CurrentYearMinus1Amt
Current Year$24,000CurrentYearAmt
Total$275,619TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus3$89,914CurrentYearMinus3Amt
Current Year Minus2$82,336CurrentYearMinus2Amt
Current Year Minus1$70,475CurrentYearMinus1Amt
Current Year$87,506CurrentYearAmt
Total$330,231TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$495,347GrassrootsCeilingAmt

Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$66,000CurrentYearMinus3Amt
Current Year Minus2$60,000CurrentYearMinus2Amt
Current Year Minus1$17,619CurrentYearMinus1Amt
Current Year$24,000CurrentYearAmt
Total$167,619TotalAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Agent Trustee Etc0AgentTrusteeEtcInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$180,012BeginningYearBalanceAmt
Contributions$88,069ContributionsAmt
End Year Balance$268,081EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$180,012BeginningYearBalanceAmt
Investment Earnings Or Losses$3,160InvestmentEarningsOrLossesAmt
Other Expenditures$3,160OtherExpendituresAmt
End Year Balance$180,012EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$180,012BeginningYearBalanceAmt
Investment Earnings Or Losses$6,137InvestmentEarningsOrLossesAmt
Other Expenditures$6,137OtherExpendituresAmt
End Year Balance$180,012EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$180,012BeginningYearBalanceAmt
Investment Earnings Or Losses$1,247InvestmentEarningsOrLossesAmt
Other Expenditures$1,247OtherExpendituresAmt
End Year Balance$180,012EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$180,012BeginningYearBalanceAmt
Investment Earnings Or Losses$3,991InvestmentEarningsOrLossesAmt
Other Expenditures$3,991OtherExpendituresAmt
End Year Balance$180,012EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY1.00000PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (1)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$31,956OtherCostOrOtherBasisAmt
Depreciation$26,805DepreciationAmt
Book Value$5,151BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$76,618OtherCostOrOtherBasisAmt
Depreciation$76,618DepreciationAmt
Book Value$0BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$5,151TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDEFERRED RENTDesc
Amt$123,395Amt
FieldValueIRS element (for citing)
Total Liability$123,395TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$4,620,692TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$175,920NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$13,746DonatedServicesAndUseFcltsAmt
Revenue Not Reported$189,666RevenueNotReportedAmt
Revenue Subtotal$4,431,026RevenueSubtotalAmt
Investment Expenses Not Incld$25,005InvestmentExpensesNotIncldAmt
Other Revenues Not Included-$4,457OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$20,548RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$4,451,574TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$3,577,743TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$13,746DonatedServicesUseFcltsAmt
Other Expenses Included$4,457OtherExpensesIncludedAmt
Expenses Not Reported$18,203ExpensesNotReportedAmt
Expenses Subtotal$3,559,540ExpensesSubtotalAmt
Investment Expenses Not Incld2$25,005InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$25,005ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$3,584,545TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2:THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE FOUNDATION HAS FILED FOR AND RECEIVED INCOME TAX EXEMPTIONS IN THE VARIOUS JURISDICTIONS WHERE IT IS REQUIRED TO DO SO. THE FOUNDATION FILES THE FEDERAL FORM 990 TAX RETURN IN THE U.S. FEDERAL JURISDICTION AND VARIOUS STATES. AS OF DECEMBER 31, 2021, THE STATUTE OF LIMITATION FOR TAX YEARS 2018 THROUGH 2020 REMAINS OPEN WITH THE U.S. FEDERAL JURISDICTION AND VARIOUS STATES. IN ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, ACCOUNTING STANDARDS REQUIRE AN ENTITY TO RECOGNIZE THE FINANCIAL STATEMENT IMPACT OF A TAX POSITION WHEN IT IS MORE-LIKELY-THAN-NOT THAT THE POSITION WILL NOT BE SUSTAINED UPON EXAMINATION. MANAGEMENT EVALUATED THE FOUNDATION'S TAX POSITIONS AND CONCLUDED THAT THE FOUNDATION HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE.
PART XI, LINE 4B - OTHER ADJUSTMENTS:COST OF GOODS SOLD INCLUDED ON PART VIII -4,457.
PART XII, LINE 2D - OTHER ADJUSTMENTS:COST OF GOODS SOLD INCLUDED ON PART VIII 4,457. REVERSAL OF GRANT EXPENSES
PART V, LINE 4:THE SHOU MEI HU - CECILIA WU KOJIMA FUND TOTALED $80,012 AND THE RESTRICTED INCOME IS FOR MEDICAL AND SCIENTIFIC RESEARCH RELATED TO THE PREVENTION, CURE, AND/OR TREATMENT OF OSTEOPOROSIS. THE DR. BURTON SPILLER FUND FOR BONE HEALTH RESEARCH TOTALED $188,069 AND THE RESTRICTED INCOME IS FOR MEDICAL RESEARCH REGARDING BONE HEALTH AND BONE RESEARCH GRANTS.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Substantiation RequiredYes (1)SubstantiationRequiredInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
CLAIRE GILL
CHIEF EXECUTIVE OFFICER$275,000$0$15,000$0$0$0$10,577$0$2,446$0$303,023$0$0$0
DEBRA ERIKSON
CHIEF ADMINISTRATIVE OFFIC$161,957$0$1,000$0$0$0$6,800$0$13,890$0$183,647$0$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (11 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART III, LINE 1THE BONE HEALTH & OSTEOPOROSIS FOUNDATION (BHOF) IS THE LEADING HEALTH ORGANIZATION DEDICATED TO PREVENTING OSTEOPOROSIS AND BROKEN BONES, PROMOTING STRONG BONES FOR LIFE, AND REDUCING HUMAN SUFFERING THROUGH PROGRAMS OF PUBLIC AND CLINICIAN AWARENESS, EDUCATION, ADVOCACY, AND RESEARCH. ESTABLISHED IN 1984, BHOF IS THE NATION'S LARGEST HEALTH ORGANIZATION SOLELY DEDICATED TO OSTEOPOROSIS AND BONE HEALTH. OSTEOPOROSIS IS A MAJOR PUBLIC HEALTH THREAT FOR AN ESTIMATED 54 MILLION AMERICANS. STUDIES SHOW THAT ONE IN TWO WOMEN AND UP TO ONE IN FOUR MEN OVER AGE 50 WILL BREAK A BONE DUE TO OSTEOPOROSIS IN THEIR LIFETIME. BHOF WORKS TO IMPROVE PATIENT CARE AND SUPPORT FOR THOSE WHO HAVE BROKEN BONES DUE TO OSTEOPOROSIS AND TO EDUCATE THE PUBLIC TO PREVENT OSTEOPOROSIS AND BROKEN BONES AND PROMOTE STRONG BONES FOR LIFE. TO ACCOMPLISH ITS MISSION, BHOF ACCEPTS SUPPORT FROM A WIDE BREADTH OF DIVERSIFIED SOURCES, INCLUDING INDIVIDUALS, FOUNDATIONS, GOVERNMENT SOURCES, AND CORPORATIONS.
FORM 990, PART III, LINE 4APATIENT EDUCATION: BHOF PROVIDES PATIENTS AND CAREGIVERS WITH THE LATEST ON OSTEOPOROSIS PREVENTION, TREATMENT, AND DETECTION BY OFFERING MYRIAD RESOURCES. SUPPORT GROUPS WITH OUR BUILDING STRENGTH TOGETHER SUPPORT GROUP PROGRAM AS ONE OF BHOF'S MOST IMPORTANT ASSETS, IN 2021 WE CONTINUED OUR EFFORTS TO IDENTIFY HOW WE CAN BETTER ASSIST WITH PATIENT/CAREGIVER NEEDS. SINCE ALL SUPPORT GROUPS HAVE BEEN MEETING VIRTUALLY DUE TO COVID-19, WE DEVELOPED BI-MONTHLY, EDUCATIONAL CURRICULUMS OFFERING SUPPORT GROUP LEADERS TIMELY, SEASONAL INFORMATION ABOUT NUTRITION, EXERCISE, FALLS PREVENTION, AND OTHER LIFESTYLE PRACTICES THAT THEY CAN SHARE WITH THEIR MEMBERS. THESE DYNAMIC GROUPS HELD STEADY DURING 2021 WITH 24 ORGANIZATIONS NATIONWIDE. BHOF'S ONLINE COMMUNITY HOSTED BY INSPIRE BHOF'S ONLINE COMMUNITY CONTINUES TO BE A SAFE, VIRTUAL SPACE WHERE PATIENTS AND CAREGIVERS AFFECTED BY OSTEOPOROSIS COME TOGETHER TO SHARE HELPFUL ADVICE AND SUPPORT ONE ANOTHER. WE WERE PLEASED TO SEE COMMUNITY MEMBERSHIP GROW ON AN ANNUAL BASIS. IN 2021, THE ONLINE COMMUNITY INCREASED TO NEARLY 78,000. HEALTHY BONES, BUILD THEM FOR LIFE PATIENT REGISTRY A FIRST OF ITS KIND TOOL IN THE OSTEOPOROSIS FIELD, THE HEALTHY BONES, BUILD THEM FOR LIFE PATIENT REGISTRY SURVEYS PATIENTS AND CAREGIVERS ABOUT HOW OSTEOPOROSIS AND OSTEOPENIA IMPACT THEIR LIVES. THIS PATIENT-REPORTED INFORMATION IS COLLECTED ANONYMOUSLY, COMBINED, AND ANALYZED BY BHOF TO MAP THE PATIENT JOURNEY AND IDENTIFY WHAT PATIENTS NEED AND WANT MOST. PEOPLE LIVING WITH AND AFFECTED BY ALL STAGES OF OSTEOPOROSIS ARE INVITED TO PARTICIPATE IN THE HEALTHY BONES, BUILD THEM FOR LIFE PATIENT REGISTRY BY COMPLETING REGULAR, ONGOING SURVEYS. TO DATE, BHOF HAS RECEIVED MORE THAN 1,100 SURVEY RESPONSES AND HAS LEARNED MANY USEFUL INSIGHTS TO HELP US UNDERSTAND THE PATIENT JOURNEY. THE OVERWHELMING MAJORITY OF RESPONDENTS ARE PATIENTS (98%); CAREGIVERS MAKE UP THE REMAINING 2%. SEEKING FUNDING FOR ADDITIONAL SURVEYS IN 2022 WILL BE A KEY PRIORITY AS WE WORK TO CONTINUE COLLECTING INVALUABLE PATIENT INFORMATION AND FEEDBACK. NATIONAL OSTEOPOROSIS MONTH TO COMMEMORATE NATIONAL OSTEOPOROSIS MONTH, BHOF DEVELOPED A VARIETY OF MATERIALS SHOWCASING SIMPLE STEPS TO PROMOTE GOOD BONE HEALTH. A CORNERSTONE OF THE INITIATIVE WAS BHOF'S DIGITAL CALENDAR, WHICH FEATURED 31 DAYS OF USEFUL "TO-DOS" TO HELP KEEP BONES STRONG AND RAISE AWARENESS ABOUT OSTEOPOROSIS. ADDITIONAL RESOURCES INCLUDED A USER-FRIENDLY SOCIAL MEDIA TOOLKIT, THE OPPORTUNITY TO ATTEND AN EXERCISE-FOCUSED WEBINAR AND AN INSPIRING PODCAST. SOCIAL MEDIA OUTREACH AND WEBSITE DATA WAS ALSO STRONG. THE SOCIAL MEDIA POSTS SUPPORTING THE CALENDAR WERE THE MOST POPULAR, GARNERING SEVERAL THOUSAND VIEWS AND SHARES. OTHER SUPPORTING MATERIALS AND GRAPHICS WERE ALSO SHARED WIDELY. POSTS WITH THE HIGHEST ENGAGEMENT AND WITH A CONSISTENT REACH OF MORE THAN 1,000 INCLUDED THOSE THAT HIGHLIGHTED AN OSTEOPOROSIS FACT OR STATISTIC. THIS INFORMATION ALONG WITH IMAGES WERE INCLUDED IN THE TOOLKIT. IN ADDITION, DURING MAY, TRAFFIC TO THE WEBSITE RESULTED IN MORE THAN A 40% INCREASE IN USERS AND 59% INCREASE IN PAGEVIEWS IN COMPARISON TO FY2020.
FORM 990, PART III, LINE 4BPROFESSIONAL EDUCATION: THROUGH BHOF'S PROFESSIONAL LEARNING CENTER, MORE THAN 1,600 CONTINUING EDUCATION CREDITS WERE AWARDED TO OVER 250 LEARNERS. WE CURRENTLY OFFER MORE THAN 45 ACTIVITIES THAT CAN BE CLAIMED FOR OVER 40 CONTINUING MEDICAL EDUCATION CREDITS. HEALTHY BONES: HEALTHY COMMUNITIES LAUNCHED IN 2019, THE HEALTHY BONES: HEALTHY COMMUNITIES TRAINING PROGRAM ENGAGES A NATIONAL MEDICAL COHORT FOCUSED ON OSTEOPOROSIS AND HEALTHY BONES, TARGETING THE EDUCATIONAL AND SUPPORT NEEDS OF FAMILY PHYSICIANS, INTERNISTS, AND ADVANCED PRACTICE PROVIDERS. THE CONTENT FOCUSES ON EVERYTHING FROM BASIC BONE BIOLOGY TO OSTEOPOROSIS EPIDEMIOLOGY, DIAGNOSIS, AND MANAGEMENT. THROUGH THE PROGRAM, WE ARE RE-TRAINING FAMILY PRACTICE, INTERNAL MEDICINE, AND OBSTETRICS/GYNECOLOGY PROVIDERS IN EACH COMMUNITY TO BECOME BONE HEALTH EXPERTS AND TO SERVE AS A RESOURCE FOR OTHER LOCAL CLINICIANS. IN 2021, WE HOSTED A SUCCESSFUL PROGRAM IN PITTSBURGH, PA, AND WILL RESUME IN 2022 WITH THREE MORE TRAINING SITES. IN ADDITION, PARTICIPANTS AT EACH PROGRAM SITE ARE WORKING ON AN ONGOING PROJECT TOGETHER TO RAISE AWARENESS ABOUT BONE HEALTH AND OSTEOPOROSIS AND IMPROVE PATIENT CARE. WOMEN'S BONE HEALTH COURSES FOR NURSE PRACTITIONERS BONE HEALTH & OSTEOPOROSIS FOUNDATION IN PARTNERSHIP WITH NURSE PRACTITIONERS IN WOMEN'S HEALTH (NPWH) HOSTED FOUR WEBINARS TARGETED TO NURSE PRACTITIONERS THAT OFFERS IN-DEPTH REVIEWS OF WOMEN'S BONE HEALTH ISSUES. IN ADDITION, NPWH IS ADDING A NEW BONE HEALTH SECTION TO ITS FREE, DOWNLOADABLE WELL WOMAN APP USED BY ITS MEMBERS. BHOF EXPERTS PROVIDED THE CONTENT FOR THIS NEW SECTION OF THE APP. INTERDISCIPLINARY SYMPOSIUM ON OSTEOPOROSIS (ISO2021) THE INTERDISCIPLINARY SYMPOSIUM ON OSTEOPOROSIS (ISO2021) WAS HELD VIRTUALLY FROM MAY 12-14, 2021. THE FLS BASIC AND ADVANCED TRAINING WORKSHOP WAS HOSTED ON MAY 15, 2021. ISO2021 OFFERED EDUCATIONAL SESSIONS TO BENEFIT THOSE IN THE MANY MEDICAL DISCIPLINES AND SPECIALTIES WHO WORK WITH PATIENTS WHO HAVE AND/OR ARE AT RISK FOR OSTEOPOROSIS AND FRACTURES. LED BY EXPERT FACULTY, THE INTERACTIVE SESSIONS FOCUSED ON ALL AREAS OF BONE HEALTH ASSESSMENT, OSTEOPOROSIS DIAGNOSIS AND PATIENT MANAGEMENT, EXERCISE, NUTRITION, AND POST-FRACTURE CARE AS WELL AS OTHER SPECIALTY TOPICS.
FORM 990, PART III, LINE 4CADVOCACY: BHOF STRIVES TO HIGHLIGHT THE OSTEOPOROSIS CRISIS IN EFFORTS TO RECEIVE PUBLIC POLICY ATTENTION THROUGH VARIOUS EFFORTS. FRACTURE PREVENTION COALITION UPDATE THROUGHOUT 2021, BHOF CONTINUED WORKING AS A MEMBER OF THE FRACTURE PREVENTION COALITION (FPC). BHOF AND HUNDREDS OF PHYSICIAN GROUPS, COMPANIES, AND ADVOCACY GROUPS ALL UNITE AS THE FRACTURE PREVENTION COALITION AND WORK TO PASS LEGISLATION TO IMPROVE ACCESS TO BONE DENSITY (DXA) TESTING. WE EXTEND SPECIAL THANKS TO HOLOGIC AND AMGEN FOR THEIR CONTINUED SPONSORSHIP OF OUR FPC ACTIVITIES, WHICH INCLUDED WEEKLY COALITION CALLS AND MAINTENANCE OF THE DATABASE OF ACTIVE, GRASSROOTS CONSTITUENTS WHO ARE COMMITTED TO IMPROVING ACCESS TO BONE DENSITY TESTING FOR ALL AMERICANS. IN ADDITION, THE FPC WAS VERY SUPPORTIVE OF NATIONAL OSTEOPOROSIS MONTH AND DISTRIBUTED OUR MATERIALS/RESOURCES TO HUNDREDS OF HILL STAFFERS THROUGHOUT MAY. NATIONAL BONE HEALTH POLICY INSTITUTE BHOF'S BONE HEALTH POLICY INSTITUTE WAS LAUNCHED IN 2019 TO RAISE AWARENESS AND DRIVE POLICY THAT SUPPORTS PATIENTS WITH OSTEOPOROSIS AND THEIR CAREGIVERS. THIS YEAR, OUR COALITION TO STRENGTHEN BONE HEALTH MEMBERSHIP GREW TO INCLUDE 17 LEADING NATIONAL ORGANIZATIONS, AND WE CONVENED TWO VIRTUAL MEETINGS OF THE COALITION. TOGETHER, WE ARE ADVOCATING TO CREATE POLICIES FOR HEALTHY, STRONG BONES AND HEALTHIER AGING. BHOF AND ASBMR CREATED A WHITE PAPER OUTLINING A POST-FRACTURE CARE REIMBURSEMENT MODEL BASED ON THE MODEL USED FOR OPIOID USAGE DISORDERS. THE PAPER WAS CIRCULATED TO RECEIVE ENDORSEMENTS FROM OTHER ORGANIZATIONS (13 RECEIVED) AND WAS SUBMITTED TO CMS FOR CONSIDERATION OF A NEW REIMBURSEMENT CODE FOR POST-FRACTURE CARE. BHOF AND OTHER STAKEHOLDERS MET WITH CMS STAFF MULTIPLE TIMES TO EXPLAIN THE RATIONALE AND FORMAT FOR THIS NEW REIMBURSEMENT MODEL. BHOF ALSO WORKED WITH THE INDEPENDENT ACTUARIAL FIRM MILLIMAN TO ANALYZE THE STATE-BY-STATE ECONOMIC AND CLINICAL IMPACT OF OSTEOPOROTIC FRACTURES SUFFERED BY AMERICANS INSURED BY MEDICARE. THE REPORTS WERE RELEASED IN MARCH 2021 AND PROVIDE THE FIRST OF ITS KIND DETAILED STATE-LEVEL REVIEW OF THE INCIDENCE OF OSTEOPOROTIC FRACTURES, THEIR HEALTH CARE IMPACT AND ASSOCIATED MEDICARE COSTS. THE REPORT, SUPPLEMENT, INFOGRAPHIC, RECORDING, KEY FINDINGS DOCUMENT, AND MAP TO INDIVIDUAL STATE REPORTS CAN BE FOUND ON THE NATIONAL BONE HEALTH POLICY INSTITUTE WEBSITE: HTTPS://WWW.BONEHEALTHPOLICYINSTITUTE.ORG/STATE-REPORTS-2021. THE AMBASSADORS LEADERSHIP COUNCIL A BHOF AMBASSADOR IS A WELL-INFORMED, PASSIONATE, AND OFTEN PERSUASIVE INDIVIDUAL WHO CARES DEEPLY ABOUT THOSE WHO SUFFER FROM OSTEOPOROSIS. OUR AMBASSADORS ARE ADEPT AT MAKING AN IMPACT AND SPARKING POSITIVE CHANGE IN THEIR FIELD, SECTOR, OR COMMUNITY. WE ADDED 15 AMBASSADORS IN 2021, BRINGING OUR CURRENT TOTAL TO 180 MEMBERS. IN ADDITION, WE CONTINUED TO UPDATE OUR ALC MEMBER RESOURCES/MATERIALS AND DRAFTED AND DISTRIBUTED BI-MONTHLY EMAIL UPDATES FOCUSED ON ADVOCACY, FUNDRAISING AND EDUCATION. ALC MEMBERS WERE ALSO TAPPED TO RESPOND TO SPECIFIC POLICY AND MEDIA REQUESTS, INCLUDING ACCESS TO PATIENT CARE VIA TELEMEDICINE DURING THE COVID-19 PANDEMIC.
FORM 990, PART VI, SECTION B, LINE 11BTHE CHIEF ADMINISTRATIVE OFFICER AND FINANCE CONSULTANT, AS WELL AS THE CHIEF EXECUTIVE OFFICER, REVIEW THE FEDERAL FORM 990 AS PREPARED BY THE IDEPENDENT AUDITORS TO DETERMINE IF THE INFORMATION PRESENTED IN THE FEDERAL FORM 990 IS IN AGREEMENT WITH INFORMATION ORIGINALLY PROVIDED TO THE INDEPENDENT AUDITORS. THE FOUNDATION AND AUDITORS DISCUSS ISSUES, IF ANY, BEFORE THE FEDERAL FORM 990 IS FILED WITH THE INTERNAL REVENUE SERVICE. BOARD MEMBERS RECEIVE A COPY OF THE COMPLETED FORM 990 FOR REVIEW AND COMMENT BEFORE IT IS FILED.
FORM 990, PART VI, SECTION B, LINE 12CTHE BOARD ANNUALLY REVIEWS THE CONFLICT OF INTEREST POLICY AND DISCLOSES ANY POTENTIAL CONFLICT OF INTEREST. ALL EMPLOYEES ARE ASKED TO SIGN A CONFLICT OF INTEREST DISCLOSURE STATEMENT. THE SIGNED DOCUMENTS ARE REVIEWED BY THE CHIEF EXECUTIVE OFFICER AND KEPT BY THE CHIEF ADMINISTRATIVE OFFICER. THE CONFLICT OF INTEREST POLICY IS ALWAYS TAKEN INTO CONSIDERATION WHEN THERE IS THE POTENTIAL FOR CONFLICT, PARTICULARLY WHEN SIGNING NEW CONTRACTS OR BEGINNING NEW RELATIONSHIPS. ANY POSSIBLE APPEARANCE OF CONFLICT OF INTEREST THAT ARISES IN THE COURSE OF BUSINESS IS RESEARCHED TO DETERMINE THE EXISTENCE OF A CONFLICT. IF A CONTRACT IS TO BE MADE WITH A RELATED PARTY, IT IS DISCLOSED TO THE BOARD AND A VOTE IS TAKEN IF THE FOUNDATION'S STAFF MEMBERS IDENTIFY A CONFLICT OF INTEREST. THE FOUNDATION'S CHIEF EXECUTIVE OFFICER AND ITS CHIEF ADMINISTRATIVE OFFICER SHARE THIS INFORMATION WITH THE EXECUTIVE COMMITTEE OF THE BOARD FOR ITS ACTION.
FORM 990, PART VI, SECTION B, LINE 15COMPENSATION SURVEYS FOR EMPLOYEES IN SIMILAR POSITIONS WITH SIMILAR RESPONSIBILITIES IN THE NOT-FOR-PROFIT INDUSTRY ARE USED AS BENCHMARKS FOR DETERMINING COMPENSATION OF OFFICERS AND KEY EMPLOYEES. THE COMPENSATION FOR THE CHIEF EXECUTIVE OFFICER IS DECIDED BY THE BOARD PRIVATELY. EACH YEAR, PRIOR TO THE MEETING WHEN THE COMPENSATION DECISION IS MADE, THE CHAIRMAN OF THE BOARD REVIEWS COMPARABLE SALARIES IN THE NOT-FOR-PROFIT INDUSTRY AND SENDS OUT A PERFORMANCE REVIEW TO EACH BOARD MEMBER TO USE IN EVALUATING THE CHIEF EXECUTIVE OFFICER'S PERFORMANCE.
FORM 990, PART VI, SECTION C, LINE 19THE FOUNDATION'S GOVERNING DOCUMENTS ARE NOT MADE PUBLIC AS THE FOUNDATION BELIEVES THESE ARE PROPRIETARY IN NATURE. THE FOUNDATION'S AUDITED FINANCIAL STATEMENTS, FEDERAL FORM 990 AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO THE PUBLIC ON THE FOUNDATION'S WEBSITE.
FORM 990, PART IX, LINE 11GCONSULTING FEES: PROGRAM SERVICE EXPENSES 1,068,104. MANAGEMENT AND GENERAL EXPENSES 79,419. FUNDRAISING EXPENSES 179,876. TOTAL EXPENSES 1,327,399. OTHER CONTRACTUAL SERVICES: PROGRAM SERVICE EXPENSES 200,651. MANAGEMENT AND GENERAL EXPENSES 14,919. FUNDRAISING EXPENSES 33,791. TOTAL EXPENSES 249,361.
FORM 990, PART XI, LINE 9:ROUNDING 2.
FORM 990, PART XII, LINE 2CTHE FINANCE AND AUDIT COMMITTEE HAS RESPONSBILITY FOR THESE ITEMS. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.