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THE NORTH CAROLINA RHEUMATOLOGY ASSOCIATION: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
THE NORTH CAROLINA RHEUMATOLOGY ASSOCIATION (EIN 56-1566530)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-10-28
IRS object ID
202103019349302515
Schema version
2020v4.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-10-28T20:24:45-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN420714325PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RSM US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12021 L STREET NW SUITE 400AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20036ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN561566530EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE NORTH CAROLINA RHEUMATOLOGYBusinessNameLine1Txt
Business Name Line2ASSOCIATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlNORTBusinessNameControlTxt
Phone9105200515PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1341 S COLLEGE RD STE 11 PMB 2046AddressLine1Txt
CityWILMINGTONCityNm
State AbbreviationNCStateAbbreviationCd
ZIP28403ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJILL VARGO MDPersonNm
Person TitleTREASURERPersonTitleTxt
Phone9105200515PhoneNum
Signature2021-10-28SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJILLPersonFirstNm
Person LastVARGO MDPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonFREDERICK LONGWOODPreparerPersonNm
PTINP00439715PTIN
Phone2022932200PhoneNum
Preparation2021-10-18PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJILL VARGO MDPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1341 S COLLEGE RD STE 11 PMB 2046AddressLine1Txt
CityWILMINGTONCityNm
State AbbreviationNCStateAbbreviationCd
ZIP28403ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$88,364GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.NCRHEUM.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1990FormationYr
Legal Domicile StateNCLegalDomicileStateCd
Activity Or MissionTO PROMOTE THE SCIENCE AND PRACTICE OF RHEUMATOLOGY AND ADVOCATE ACCESS TO THE HIGHEST QUALITY HEALTH CARE AND MANAGEMENT OF PATIENTS WITH RHEUMATIC DISEASES.ActivityOrMissionDesc
Voting Members Governing Body8VotingMembersGoverningBodyCnt
Voting Members Independent8VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers8TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$206,850PYContributionsGrantsAmt
CY Contributions Grants$57,201CYContributionsGrantsAmt
PY Program Service Revenue$55,425PYProgramServiceRevenueAmt
CY Program Service Revenue$18,625CYProgramServiceRevenueAmt
PY Investment Income$7,052PYInvestmentIncomeAmt
CY Investment Income$12,537CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$1CYOtherRevenueAmt
PY Total Revenue$269,327PYTotalRevenueAmt
CY Total Revenue$88,364CYTotalRevenueAmt
PY Grants And Similar Paid$50,000PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$63,163CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$20,952PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$3,970CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$188,546PYOtherExpensesAmt
CY Other Expenses$34,355CYOtherExpensesAmt
PY Total Expenses$259,498PYTotalExpensesAmt
CY Total Expenses$101,488CYTotalExpensesAmt
PY Revenues Less Expenses$9,829PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$13,124CYRevenuesLessExpensesAmt
Total Assets BOY$517,704TotalAssetsBOYAmt
Total Assets EOY$504,580TotalAssetsEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$517,704NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$504,580NetAssetsOrFundBalancesEOYAmt
MissionTO PROMOTE THE SCIENCE AND PRACTICE OF RHEUMATOLOGY AND ADVOCATE ACCESS TO THE HIGHEST QUALITY HEALTH CARE AND MANAGEMENT OF PATIENTS WITH RHEUMATIC DISEASES.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$13,048ExpenseAmt
Revenue$18,626RevenueAmt
DescPLANNING THE CONFERENCE ON RHEUMATOLOGY WHICH IS FOCUSED ON EDUCATING PHYSICIANS OF THE IMPORTANCE OF TREATING AUTO-IMMUNE DISEASES AGGRESSIVELY AND AS EARLY AS POSSIBLE.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$24,434ExpenseAmt
DescWORKING THROUGHOUT THE YEAR TO EDUCATE PHYSICIANS, INSURERS, PATIENTS, EMPLOYERS, THE PUBLIC AND GOVERNMENT AGENCIES TO IMPROVE THE QUALITY OF CARE FOR RHEUMATOLOGY PATIENTS.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$63,163ExpenseAmt
Grant$63,163GrantAmt
DescCONTRIBUTIONS TO ACADEMIC MEDICAL CENTERS TO HELP THEIR FELLOWSHIP PROGRAMS AND TO THE RHEUMATOLOGY RESEARCH FOUNDATION TO SUPPORT RESEARCH.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$100,645TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
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 OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
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 Document2IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
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 Members8GoverningBodyVotingMembersCnt
Independent Voting Member8IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of Committees0MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy0ConflictOfInterestPolicyInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonTAMMALA BULGERPersonNm
Phone9105200515PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1341 S COLLEGE RD STE 11 PMB 2046AddressLine1Txt
CityWILMINGTONCityNm
State AbbreviationNCStateAbbreviationCd
ZIP28403ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
FIRAS KASSAB MD
BOARD MEMBER1.00Yes (X)$0$0$0
G RAD MOELLER MD
VICE PRESIDENT1.00Yes (X)$0$0$0Yes (X)
RON GEORGE MD
TREASURER1.00Yes (X)$0$0$0
GWEN MELTON MD
BOARD MEMBER1.00Yes (X)$0$0$0
JILL VARGO MD
BOARD MEMBER1.00Yes (X)$0$0$0Yes (X)
KYLE HARNER
PRESIDENT1.00Yes (X)$0$0$0Yes (X)
A SILVIA ROSS MD
BOARD MEMBER1.00Yes (X)$0$0$0
RACHEL WOLFE
ACADEMIC REPRESENTATIVE1.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Membership Dues$56,201MembershipDuesAmt
All Other Contributions$1,000AllOtherContributionsAmt
Total Contributions$57,201TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EXHIBIT FEE541900$13,521$13,521
CONFERENCE FEES541900$5,104$5,104
FieldValueIRS element (for citing)
Total Program Service Revenue$18,625TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$12,537TotalRevenueColumnAmt
Exclusion$12,537ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Business541900BusinessCd
Total Revenue Column$1TotalRevenueColumnAmt
Related Or Exempt Func Income$1RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$1OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$88,364TotalRevenueColumnAmt
Related Or Exempt Func Income$18,626RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$12,537ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$63,163TotalAmt
Program Services$63,163ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$3,970TotalAmt
Program Services$3,374ProgramServicesAmt
Management And General$596ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$5,350TotalAmt
Program Services$5,350ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$225TotalAmt
Program Services$191ProgramServicesAmt
Management And General$34ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$5,590TotalAmt
Program Services$5,590ProgramServicesAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$535TotalAmt
Program Services$535ProgramServicesAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$8,948TotalAmt
Program Services$8,948ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$5,354TotalAmt
Program Services$5,354ProgramServicesAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
BANK CHARGES$6,673$6,673
POSTAGE$832$702$130
MISCELLANEOUS$554$471$83
SUBSCRIPTIONS AND DUES$294$294

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$101,488TotalAmt
Program Services$100,645ProgramServicesAmt
Management And General$843ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$110,832BOYAmt
EOY$85,131EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$753BOYAmt
EOY$754EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$405,782BOYAmt
EOY$418,603EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$337BOYAmt
EOY$92EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$517,704BOYAmt
EOY$504,580EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$517,704BOYAmt
EOY$504,580EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$517,704BOYAmt
EOY$504,580EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$517,704BOYAmt
EOY$504,580EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$13,124ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS Audited0FSAuditedInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$149,950CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$176,900CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$186,450CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$206,850CurrentTaxYearMinus1YearAmt
Current Tax Year$56,201CurrentTaxYearAmt
Total$776,351TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$80,920CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$80,336CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$73,633CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$55,425CurrentTaxYearMinus1YearAmt
Current Tax Year$18,626CurrentTaxYearAmt
Total$308,940TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$230,870CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$257,236CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$260,083CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$262,275CurrentTaxYearMinus1YearAmt
Current Tax Year$74,827CurrentTaxYearAmt
Total$1,085,291TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$115,000CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$125,000CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$135,000CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$145,000CurrentTaxYearMinus1YearAmt
Current Tax Year$47,500CurrentTaxYearAmt
Total$567,500TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$115,000CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$125,000CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$135,000CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$145,000CurrentTaxYearMinus1YearAmt
Current Tax Year$47,500CurrentTaxYearAmt
Total$567,500TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$517,791PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$161CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$382CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$631CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$7,052CurrentTaxYearMinus1YearAmt
Current Tax Year$12,537CurrentTaxYearAmt
Total$20,763TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$161CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$382CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$631CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$7,052CurrentTaxYearMinus1YearAmt
Current Tax Year$12,537CurrentTaxYearAmt
Total$20,763TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$231,031CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$257,618CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$260,714CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$269,327CurrentTaxYearMinus1YearAmt
Current Tax Year$87,364CurrentTaxYearAmt
Total$1,106,054TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.46810PublicSupportCY509Pct
Public Support PY5090.49370PublicSupportPY509Pct
Investment Income CY0.01880InvestmentIncomeCYPct
Investment Income PY0.00670InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

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 D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (2 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
FIDELITY INVESTMENT GRADE$212,904C
LORD ABBETT ULTRA SHORT BOND FD$205,699C
FieldValueIRS element (for citing)
Total Book Value Securities$418,603TotalBookValueSecuritiesAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
DUKE UNIVERSITY
PO BOX 90581DURHAMNC277080581560532129501(C)(3)$20,000CONTRIBUTIONS TO THE RHEUMATOLOGY FELLOWSHIP GIFT FUND AND THE DIVISION OF RHEUMATOLOGY FELLOW FUND.
UNC CHAPEL HILL FOUNDATION INC
3300 THURSTON BLDG CB 7280CHAPEL HILLNC275997280591711424501(C)(3)$10,000CONTRIBUTIONS TO THE TARC EDUCATION AND TRAINING FUND OF THE UNC CHAPEL HILL SCHOOL OF MEDICINE.
WAKE FOREST UNIVERSITY BAPTIST HOSPITAL
1 MEDICAL CENTER BLVDWINSTONSALEMNC27157510190238501(C)(3)$10,000TO HELP IMPROVE THE HEALTH OF THE WINSTON-SALEM REGION, NC AND THE NATION.
RHEUMATOLOGY RESEARCH FOUNDATION
2200 LAKE BOULEVARD NEATLANTAGA30319581654301501(C)(3)$10,000CONTRIBUTION TO THE LEADING BOLDLY INITIATIVE TO CULTIVATE FUTURE GENERATIONS OF RHEUMATOLOGY PROFESSIONALS AND FUNDING INVESTIGATORS THAT ARE CONDUCTING INNOVATIVE RESEARCH.
ALLIANCE FOR TRANSPARENT & AFFORDABLE PRESCRIPTIONS
1100 E WOODFIELD RDSCHAUMBURGIL601735116821470716501(C)(3)$7,500EDUCATE PHYSICIANS, PATIENTS, LEGISLATORS, AND THE PUBLIC ABOUT PBMS AND THEIR ROLE IN THE PRESCRIPTION DRUG MARKET, WITH THE GOAL OF BRINGING AWARENESS TO THE IMPACT PBMS HAVE ON DRUG COSTS AND ACCESS TO TREATMENT.

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION ONLY PROVIDES FELLOWSHIPS TO PROGRAMS THAT ARE SPECFICALLY RELATED TO RHEUMATOLOGY.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 7ATHE ORGANIZATION HAS MEMBERS THAT HAVE VOTING POWERS.
FORM 990, PART VI, SECTION A, LINE 7BTHE ORGANIZATION'S MEMBERS HAVE THE POWER TO ELECT OR REMOVE THE BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION A, LINE 8BTHE ORGANIZATION DOES NOT HAVE COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
FORM 990, PART VI, SECTION B, LINE 11BTHE TREASURER REVIEWS THE FORM 990 PRIOR TO SUBMISSION TO THE IRS.
FORM 990, PART VI, SECTION C, LINE 19THESE DOCUMENTS ARE MADE AVAILABLE FOR VIEWING UPON REQUEST.