IMMUNE DEFICIENCY FOUNDATION: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- IMMUNE DEFICIENCY FOUNDATION (EIN 52-1214782)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-07-08
- IRS object ID
- 202531899349301003
- Schema version
- 2024v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-07-08T11:46:05-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 251644159 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROWN PLUS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7420 HAYWARD ROAD SUITE 101 | AddressLine1Txt |
| City | FREDERICK | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21702 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521214782 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IMMUNE DEFICIENCY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | IMMU | BusinessNameControlTxt |
| Phone | 4103216647 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7550 TEAGUE ROAD SUITE 220 | AddressLine1Txt |
| City | HANOVER | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21706 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOREY BERRY | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 4103216647 | PhoneNum |
| Signature | 2025-06-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WANDA K LYNN CPA | PreparerPersonNm |
| PTIN | P00726749 | PTIN |
| Phone | 3016969449 | PhoneNum |
| Preparation | 2025-06-26 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JOREY BERRY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7550 TEAGUE ROAD | AddressLine1Txt |
| Address Line2 | SUITE 220 | AddressLine2Txt |
| City | HANOVER | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21076 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $20,872,042 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.PRIMARYIMMUNE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1980 | FormationYr |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Activity Or Mission | THE IMMUNE DEFICIENCY FOUNDATION IMPROVES THE DIAGNOSIS, TREATMENT, AND QUALITY OF LIFE OF PEOPLE AFFECTED BY PRIMARY IMMUNODEFICIENCY THROUGH FOSTERING A COMMUNITY EMPOWERED BY ADVOCACY, EDUCATION, AND RESEARCH. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 53 | TotalEmployeeCnt |
| Total Volunteers | 698 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $8,657,179 | PYContributionsGrantsAmt |
| CY Contributions Grants | $9,567,648 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $13,090 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $15,870 | CYProgramServiceRevenueAmt |
| PY Investment Income | $315,588 | PYInvestmentIncomeAmt |
| CY Investment Income | $548,184 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $8,985,857 | PYTotalRevenueAmt |
| CY Total Revenue | $10,131,702 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $244,104 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $564,056 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,417,931 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,787,765 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,074,601 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,740,219 | PYOtherExpensesAmt |
| CY Other Expenses | $4,260,977 | CYOtherExpensesAmt |
| PY Total Expenses | $7,402,254 | PYTotalExpensesAmt |
| CY Total Expenses | $9,612,798 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,583,603 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $518,904 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $17,355,217 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,802,131 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,438,468 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,362,276 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $15,916,749 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $17,439,855 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE IMMUNE DEFICIENCY FOUNDATION IMPROVES THE DIAGNOSIS, TREATMENT, AND QUALITY OF LIFE FOR EVERY PERSON AFFECTED BY PRIMARY IMMUNODEFICIENCY. WE FOSTER A COMMUNITY THAT IS CONNECTED, ENGAGED, AND EMPOWERED THROUGH ADVOCACY, EDUCATION, AND RESEARCH. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $4,918,677 | ExpenseAmt |
| Grant | $318,142 | GrantAmt |
| Desc | IMMUNE DEFICIENCY FOUNDATION (IDF) PROVIDED EDUCATIONAL PROGRAMS AND SERVICES FOR PATIENTS AND FAMILIES LIVING WITH PRIMARY IMMUNODEFICIENCIES (PI). IN 2024, APPROXIMATELY 30,700 INDIVIDUALS WERE PROVIDED WITH EDUCATION AND SUPPORT THROUGH PUBLICATIONS, WEBINARS, VIDEOS AND PODCAST EPISODES, IDF GET CONNECTED GROUP MEETINGS, TEEN AND YOUNG ADULT ACTIVITIES AND THE IDF PI CONFERENCE. THERE WERE 997 ATTENDEES AT THE PI CONFERENCE (THE FIRST IN-PERSON PI CONFERENCE SINCE 2019), WHERE IDF DEBUTED OUR DOCUMENTARY, "COMPROMISED: LIFE WITHOUT IMMUNITY". IDF PROVIDED MORE THAN 265 HOTEL ROOM AND FLIGHT SCHOLARSHIPS FOR PI CONFERENCE ATTENDEES. MORE THAN 1.3 MILLION IDF WEBSITE SESSIONS WERE ACCESSED FOR INFORMATION, EVENTS, PODCASTS AND SUPPORT AND MORE THAN 625 IMMUNE SYSTEM SELF- ASSESSMENTS WERE SUBMITTED VIA THE WEBSITE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,143,977 | ExpenseAmt |
| Desc | THE PI COMMUNITY TURNS TO IDF FOR INDIVIDUAL ASSISTANCE INCLUDING BUT NOT LIMITED TO ANSWERING INSURANCE QUESTIONS, LOCATING A SPECIALIST IN THEIR AREA, FINDING TREATMENT INFORMATION, AND LEARNING MORE ABOUT THEIR DIAGNOSIS. IDF'S PATIENT ADVOCACY SPECIALISTS PROVIDED ANSWERS TO OVER 1,900 QUESTIONS ON 300 DIFFERENT TOPICS FROM INDIVIDUALS SEEKING EDUCATION, INFORMATION, AND ASSISTANCE. IDF ALSO WORKS AT THE FEDERAL AND STATE LEVELS TO EDUCATE LAWMAKERS AND THE PUBLIC ABOUT ISSUES THAT IMPACT THOSE WHO ARE IMMUNOCOMPROMISED. A STRONG VOLUNTEER GRASSROOTS ADVOCACY NETWORK, INCLUDING HEALTH ACCESS ADVOCATE VOLUNTEERS, INFORM POLICYMAKERS ABOUT ISSUES AFFECTING THOSE WITH PI. IN 2024, 850 INDIVIDUALS MET WITH AND SENT MORE THAN 2,700 LETTERS AND MESSAGES TO LEGISLATORS AND EXECUTIVE OFFICIALS TO ENSURE THAT PEOPLE WITH PI CAN LIVE HEALTHY AND PRODUCTIVE LIVES WITH EXCELLENT TREATMENT OPTIONS AND ACCESS TO THE MOST APPROPRIATE HEALTHCARE AVAILABLE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,047,079 | ExpenseAmt |
| Grant | $245,914 | GrantAmt |
| Revenue | $15,800 | RevenueAmt |
| Desc | TO IMPROVE THE DIAGNOSIS, TREATMENT, AND QUALITY OF LIFE OF THOSE AFFECTED BY PI, IDF HAS SEVERAL INITIATIVES TO PROVIDE RESOURCES DIRECTLY TO THE MEDICAL COMMUNITY, INCLUDING EXHIBITING AT TEN MEDICAL CONFERENCES IN 2024, PROVIDING INFORMATION AND RESOURCES TO HEALTHCARE PROFESSIONALS, AND ADMINISTERING A CONSULTING IMMUNOLOGIST PROGRAM THAT ALLOWS CLINICIANS TO CONSULT WITH AN EXPERT CLINICAL IMMUNOLOGIST ABOUT PATIENT-SPECIFIC QUESTIONS TO OBTAIN VALUABLE DIAGNOSTIC, TREATMENT, AND DISEASE MANAGEMENT INFORMATION. IDF CONDUCTS NATIONAL SURVEYS AND FOCUS GROUPS OF PATIENTS, PHYSICIANS, AND OTHER HEALTHCARE PROFESSIONALS, BUILDING A COLLECTION OF QUANTIFIABLE DATA RELATED TO PRIMARY IMMUNODEFICIENCY. IN 2024, OVER 1,000 INDIVIDUALS PARTICIPATED IN AN IDF PATIENT SURVEY TO GATHER DATA ON IG TREATMENT. THERE WERE FOUR PUBLICATIONS IN 2024 USING USIDNET DATA. BECAUSE MEDICAL RESEARCH IS A PRIORITY, THE IDF RESEARCH GRANT PROGRAM FUNDED FOUR RESEARCH GRANTS FOR PI RELATED RESEARCH IN 2024, TOTALING OVER 159,000. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenue | $70 | RevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Revenue | $70 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $7,109,733 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 19 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 53 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (true) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DE | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SARAH ROSE | PersonNm |
| Phone | 4103216647 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7550 TEAGUE ROAD | AddressLine1Txt |
| City | HANOVER | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21076 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| JOREY BERRY | |||||||
| PRESIDENT & | 40.00 | Yes (X) | $291,976 | $0 | $55,291 | ||
| AIMEE SIMPSON | |||||||
| VP INSTITUTI | 40.00 | $157,876 | $0 | $20,059 | Yes (X) | ||
| SARAH ROSE | |||||||
| CFO | 40.00 | Yes (X) | $147,965 | $0 | $24,842 | ||
| BRIAN LLOYD | |||||||
| CTO | 40.00 | $143,863 | $0 | $28,724 | Yes (X) | ||
| TAMMY BLACK | |||||||
| VP COMMUNICA | 40.00 | $151,684 | $0 | $19,050 | Yes (X) | ||
| LYNN ALBIZO | |||||||
| VP PUBLIC PO | 40.00 | $142,625 | $0 | $22,962 | Yes (X) | ||
| CHRISTOPHER DUCKETT | |||||||
| DIRECTOR OF | 40.00 | $126,700 | $0 | $29,637 | Yes (X) | ||
| JASON ANGELOS | |||||||
| FINANCE CHAI | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| PETE ATHERTON | |||||||
| FUTURES CHAI | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| COLLEEN DANSEREAU | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| CHARLENE GRABOWSKI | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| SETH KAUFMAN | |||||||
| BOARD VICE C | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| KATE SULLIVAN MD | |||||||
| MAC CHAIR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| ADRIAN MOLLO | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| ANDY ROBINS | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| STELLA SAFO | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| TRACY A SHAW | |||||||
| BOARD CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| SONIA VOHNOUT | |||||||
| BOARD SECRET | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| PETER WANG | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,162,689 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $200,565 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 9 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line2ContractorAddress/USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| IMS TECHNOLOGY SERVICES INC | ||||||
| 3055 MCCANN FARM DRIVE | GARNET VALLEY | PA | 19060 | CONSULTING | $168,093 | |
| FAEGRE DRINKER BIDDLE & REATH LLP | ||||||
| PO BOX 536777 | PITTSBURGH | PA | 15253 | PUBLIC POLICY | $166,920 | |
| THE MT ROYAL PRINTING COMPANY | ||||||
| 6310 BLAIR HILL LN | BALTIMORE | MD | 21209 | CONSULTING | $133,728 | |
| NEVINS & ASSOCIATES | ||||||
| 215 WASHINGTON AVENUE | TOWSON | MD | 21204 | CONSULTING | $108,995 | SUITE 100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $15,072 | GovernmentGrantsAmt |
| All Other Contributions | $9,552,576 | AllOtherContributionsAmt |
| Noncash Contributions | $25,276 | NoncashContributionsAmt |
| Total Contributions | $9,567,648 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| SURVEY INCOME | 541700 | $15,800 | $15,800 |
| OTHER INCOME | 541900 | $70 | $70 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $15,870 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $551,898 | TotalRevenueColumnAmt |
| Exclusion | $551,898 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,736,626 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,740,340 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$3,714 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$3,714 | TotalRevenueColumnAmt |
| Exclusion | -$3,714 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,131,702 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $15,870 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $548,184 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $231,936 | TotalAmt |
| Program Services | $231,936 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $332,120 | TotalAmt |
| Program Services | $332,120 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $520,074 | TotalAmt |
| Program Services | $262,914 | ProgramServicesAmt |
| Management And General | $223,047 | ManagementAndGeneralAmt |
| Fundraising | $34,113 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,455,322 | TotalAmt |
| Program Services | $2,248,235 | ProgramServicesAmt |
| Management And General | $698,756 | ManagementAndGeneralAmt |
| Fundraising | $508,331 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $118,438 | TotalAmt |
| Program Services | $71,456 | ProgramServicesAmt |
| Management And General | $31,977 | ManagementAndGeneralAmt |
| Fundraising | $15,005 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $399,742 | TotalAmt |
| Program Services | $240,184 | ProgramServicesAmt |
| Management And General | $109,785 | ManagementAndGeneralAmt |
| Fundraising | $49,773 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $294,189 | TotalAmt |
| Program Services | $188,372 | ProgramServicesAmt |
| Management And General | $63,904 | ManagementAndGeneralAmt |
| Fundraising | $41,913 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,983 | TotalAmt |
| Program Services | $23,207 | ProgramServicesAmt |
| Management And General | $632 | ManagementAndGeneralAmt |
| Fundraising | $1,144 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,340 | TotalAmt |
| Program Services | $23,538 | ProgramServicesAmt |
| Management And General | $641 | ManagementAndGeneralAmt |
| Fundraising | $1,161 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $230,600 | TotalAmt |
| Program Services | $230,600 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,539 | TotalAmt |
| Management And General | $71,539 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $493,107 | TotalAmt |
| Program Services | $441,651 | ProgramServicesAmt |
| Management And General | $18,309 | ManagementAndGeneralAmt |
| Fundraising | $33,147 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,089 | TotalAmt |
| Program Services | $84,512 | ProgramServicesAmt |
| Management And General | $3,146 | ManagementAndGeneralAmt |
| Fundraising | $8,431 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,003 | TotalAmt |
| Program Services | $61,634 | ProgramServicesAmt |
| Management And General | $36,008 | ManagementAndGeneralAmt |
| Fundraising | $17,361 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $176,313 | TotalAmt |
| Program Services | $163,777 | ProgramServicesAmt |
| Management And General | $4,461 | ManagementAndGeneralAmt |
| Fundraising | $8,075 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,489 | TotalAmt |
| Program Services | $69,994 | ProgramServicesAmt |
| Management And General | $20,194 | ManagementAndGeneralAmt |
| Fundraising | $13,301 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $373,537 | TotalAmt |
| Program Services | $324,713 | ProgramServicesAmt |
| Management And General | $23,902 | ManagementAndGeneralAmt |
| Fundraising | $24,922 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,750,630 | TotalAmt |
| Program Services | $1,573,383 | ProgramServicesAmt |
| Management And General | $21,457 | ManagementAndGeneralAmt |
| Fundraising | $155,790 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $143,768 | TotalAmt |
| Program Services | $108,436 | ProgramServicesAmt |
| Management And General | $20,541 | ManagementAndGeneralAmt |
| Fundraising | $14,791 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,610 | TotalAmt |
| Program Services | $29,404 | ProgramServicesAmt |
| Management And General | $5,585 | ManagementAndGeneralAmt |
| Fundraising | $4,621 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| DUES & SUBSCRIPTIONS | $218,329 | $158,311 | $35,050 | $24,968 |
| BANK FEES | $177,280 | $115,915 | $30,124 | $31,241 |
| PRINTING & COPYING | $98,013 | $51,282 | $312 | $46,419 |
| POSTAGE & SHIPPING | $85,957 | $48,363 | $1,457 | $36,137 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,390 | TotalAmt |
| Program Services | $25,796 | ProgramServicesAmt |
| Management And General | $7,637 | ManagementAndGeneralAmt |
| Fundraising | $3,957 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,612,798 | TotalAmt |
| Program Services | $7,109,733 | ProgramServicesAmt |
| Management And General | $1,428,464 | ManagementAndGeneralAmt |
| Fundraising | $1,074,601 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,346,127 | BOYAmt |
| EOY | $1,395,606 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,374,122 | BOYAmt |
| EOY | $2,942,049 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,899 | BOYAmt |
| EOY | $83,166 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,506 | BOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $281,164 | BOYAmt |
| EOY | $218,864 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $249,760 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $62,522 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $204,524 | BOYAmt |
| EOY | $187,238 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,924,537 | BOYAmt |
| EOY | $13,010,733 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $214,663 | BOYAmt |
| EOY | $114,192 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $911,675 | BOYAmt |
| EOY | $850,283 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,355,217 | BOYAmt |
| EOY | $18,802,131 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $308,172 | BOYAmt |
| EOY | $298,983 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,695 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,103,601 | BOYAmt |
| EOY | $1,063,293 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,438,468 | BOYAmt |
| EOY | $1,362,276 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,001,757 | BOYAmt |
| EOY | $16,554,151 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,914,992 | BOYAmt |
| EOY | $885,704 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,916,749 | BOYAmt |
| EOY | $17,439,855 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,355,217 | BOYAmt |
| EOY | $18,802,131 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $518,904 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,004,202 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,486,028 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,152,968 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,654,145 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,657,179 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,567,648 | CurrentTaxYearAmt |
| Total | $42,517,968 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,486,028 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,152,968 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,654,145 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,657,179 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,567,648 | CurrentTaxYearAmt |
| Total | $42,517,968 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $18,832,052 | SubstantialContributorsTotAmt |
| Public Support Total170 | $23,685,916 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $194,897 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $286,433 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $299,863 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $398,737 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $551,898 | CurrentTaxYearAmt |
| Total | $1,731,828 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $44,249,796 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $104,316 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.53530 | PublicSupportCY170Pct |
| Public Support PY170 | 0.53520 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $148,902 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $287,034 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $435,936 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $9,176,862 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $9,612,798 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $630,640 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $157,660 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $551,181 | CurrentYearMinus3Amt |
| Current Year Minus2 | $546,808 | CurrentYearMinus2Amt |
| Current Year Minus1 | $520,113 | CurrentYearMinus1Amt |
| Current Year | $630,640 | CurrentYearAmt |
| Total | $2,248,742 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $3,373,113 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $225,131 | CurrentYearMinus3Amt |
| Current Year Minus2 | $364,371 | CurrentYearMinus2Amt |
| Current Year Minus1 | $358,010 | CurrentYearMinus1Amt |
| Current Year | $435,936 | CurrentYearAmt |
| Total | $1,383,448 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $137,795 | CurrentYearMinus3Amt |
| Current Year Minus2 | $136,702 | CurrentYearMinus2Amt |
| Current Year Minus1 | $130,028 | CurrentYearMinus1Amt |
| Current Year | $157,660 | CurrentYearAmt |
| Total | $562,185 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $843,278 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $58,108 | CurrentYearMinus3Amt |
| Current Year Minus2 | $174,631 | CurrentYearMinus2Amt |
| Current Year Minus1 | $104,284 | CurrentYearMinus1Amt |
| Current Year | $148,902 | CurrentYearAmt |
| Total | $485,925 | TotalAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,173,807 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,662,429 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $8,836,236 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,198,759 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $975,048 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $7,173,807 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,183,528 | BeginningYearBalanceAmt |
| Contributions | $1,114,253 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,099,022 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $6,198,759 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,483,828 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $699,700 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $6,183,528 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,962,050 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $521,778 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $5,483,828 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $213,957 | OtherCostOrOtherBasisAmt |
| Depreciation | $31,972 | DepreciationAmt |
| Book Value | $181,985 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $35,803 | OtherCostOrOtherBasisAmt |
| Depreciation | $30,550 | DepreciationAmt |
| Book Value | $5,253 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $187,238 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| OPERATING LEASES | $1,038,367 |
| DEFERRED COMPENSATION | $24,926 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,063,293 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $11,364,365 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,004,202 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $300,000 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $1,304,202 | RevenueNotReportedAmt |
| Revenue Subtotal | $10,060,163 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $71,539 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $71,539 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $10,131,702 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $9,841,259 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $300,000 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $300,000 | ExpensesNotReportedAmt |
| Expenses Subtotal | $9,541,259 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $71,539 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $71,539 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $9,612,798 | TotalExpensesPerForm990Amt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (7 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|
| THE REGENTS OF THE UNIVERSITY OF | |||||||||
| CALIFORNIA LOS ANGELES | 10920 WILSHIRE BLVD | SUITE 620 | LOS ANGELES | CA | 90094 | 956006143 | GOV | $50,000 | RESEARCH |
| CHILDREN'S NATIONAL MEDICAL CENTER | |||||||||
| 111 MICHIGAN AVE NW | WASHINGTON | DC | 20010 | 521640403 | 501C3 | $45,500 | RESEARCH | ||
| BOSTON CHILDREN'S HOSPITAL | |||||||||
| 300 LONGWOOD AVENUE | BOSTON | MA | 02115 | 042774441 | 501C3 | $39,000 | RESEARCH | ||
| SEATTLE CHILDREN'S RESEARCH | |||||||||
| INSTITUTE | PO BOX 5371 MS 818-FI | SEATTLE | WA | 981455005 | 911156519 | 501C3 | $25,000 | RESEARCH | |
| THE REGENTS OF THE UNIVERSITY OF | |||||||||
| MINNESOTA | 200 OAK STREET SE | MINNEAPOLIS | MN | 55455 | 416007513 | GOV | $25,000 | RESEARCH | |
| JOHNS HOPKINS UNIVERSITY | |||||||||
| 3910 KESWICK ROAD | STE N4327B | BALTIMORE | MD | 21211 | 520595110 | 501C3 | $24,161 | RESEARCH | |
| CLINICAL IMMUNOLOGY SOCIETY | |||||||||
| 555 EAST WELLS STREET | SUITE 1100 | MILWAUKEE | WI | 532023823 | 521469030 | 501C3 | $15,000 | MEETING PARTICIPATIO | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 7 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| SCHOLARSHIPS | 269 | $313,817 |
| RESEARCH STIPEND | 1148 | $9,253 |
| HONORARIA | 14 | $9,050 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | EACH GRANT APPLICATION IS REVIEWED BY A COMMITTEE USING NIH SCORING CRITERIA. ONCE THE GRANT IS AWARDED, A 6-MONTH FINANCIAL AND PROGRESS REPORT IS DUE AS IS A 12-MONTH FINAL REPORT, WITH FINAL DELIVERABLES/ABSTRACT OR PUBLICATION DUE WITHIN 2 YEARS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|---|---|
| JOREY BERRY | |||||
| PRESIDENT & CEO | $245,156 | $46,820 | $35,276 | $20,015 | $347,267 |
| AIMEE SIMPSON | |||||
| VP INSTITUTIONAL ADV | $153,492 | $4,384 | $6,290 | $13,769 | $177,935 |
| SARAH ROSE | |||||
| CFO | $143,581 | $4,384 | $6,060 | $18,782 | $172,807 |
| BRIAN LLOYD | |||||
| CTO | $139,589 | $4,274 | $5,860 | $22,864 | $172,587 |
| TAMMY BLACK | |||||
| VP COMMUNICATIONS | $147,371 | $4,313 | $5,977 | $13,073 | $170,734 |
| LYNN ALBIZO | |||||
| VP PUBLIC POLICY | $138,545 | $4,080 | $5,690 | $17,272 | $165,587 |
| CHRISTOPHER DUCKETT | |||||
| DIRECTOR OF TALENT | $122,831 | $3,869 | $5,289 | $24,348 | $156,337 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE J, PART III | FormAndLineReferenceDesc |
| Explanation | AT PRESENT, ONLY THE CEO PARTICIPATES IN THE NONQUALIFIED DEFERRED COMPENSATION PLAN. ELIGIBILITY MAY BE EXTENDED TO OTHER MANAGEMENT OR HIGHLY COMPENSATED EMPLOYEES. THE ELIGIBLE EMPLOYEE(S) WOULD BE DETERMINED BY THE BOARD OR A COMMITTEE OF THE BOARD IN CONJUNCTION WITH THE PRESIDENT/CEO. THE POTENTIAL CONTRIBUTION AMOUNT IS DETERMIEND JUST PRIOR TO EACH BUDGET YEAR BY THE BOARD/BOARD COMMITTEE AND VOTED ON WITHIN THE BUDGET APPROVAL. AT THE END OF THAT YEAR, THE BOARD OR COMMITTEE DETERMINES THE EXACT AMOUNT TO ALLOW AND THAT AMOUNT IS TRANSFERRED TO THE PARTICIPANT'S ACCOUNT SHORTLY THEREAFTER. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $23,147 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | QUOTED MARKET PRICE | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $329 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | GIFT CARDS | Desc |
| Contribution | 18 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,800 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | THE IMMUNE DEFICIENCY FOUNDATION IMPROVES THE DIAGNOSIS, TREATMENT, AND QUALITY OF LIFE FOR EVERY PERSON AFFECTED BY PRIMARY IMMUNODEFICIENCY. WE FOSTER A COMMUNITY THAT IS CONNECTED, ENGAGED, AND EMPOWERED THROUGH ADVOCACY, EDUCATION, AND RESEARCH. |
| FORM 990, PAGE 2, PART III, LINE 4A | IMMUNE DEFICIENCY FOUNDATION (IDF) PROVIDED EDUCATIONAL PROGRAMS AND SERVICES FOR PATIENTS AND FAMILIES LIVING WITH PRIMARY IMMUNODEFICIENCIES (PI). IN 2024, APPROXIMATELY 30,700 INDIVIDUALS WERE PROVIDED WITH EDUCATION AND SUPPORT THROUGH PUBLICATIONS, WEBINARS, VIDEOS AND PODCAST EPISODES, IDF GET CONNECTED GROUP MEETINGS, TEEN AND YOUNG ADULT ACTIVITIES AND THE IDF PI CONFERENCE. THERE WERE 997 ATTENDEES AT THE PI CONFERENCE (THE FIRST IN-PERSON PI CONFERENCE SINCE 2019), WHERE IDF DEBUTED OUR DOCUMENTARY, "COMPROMISED: LIFE WITHOUT IMMUNITY". IDF PROVIDED MORE THAN 265 HOTEL ROOM AND FLIGHT SCHOLARSHIPS FOR PI CONFERENCE ATTENDEES. MORE THAN 1.3 MILLION IDF WEBSITE SESSIONS WERE ACCESSED FOR INFORMATION, EVENTS, PODCASTS AND SUPPORT AND MORE THAN 625 IMMUNE SYSTEM SELF- ASSESSMENTS WERE SUBMITTED VIA THE WEBSITE. |
| FORM 990, PAGE 2, PART III, LINE 4B | THE PI COMMUNITY TURNS TO IDF FOR INDIVIDUAL ASSISTANCE INCLUDING BUT NOT LIMITED TO ANSWERING INSURANCE QUESTIONS, LOCATING A SPECIALIST IN THEIR AREA, FINDING TREATMENT INFORMATION, AND LEARNING MORE ABOUT THEIR DIAGNOSIS. IDF'S PATIENT ADVOCACY SPECIALISTS PROVIDED ANSWERS TO OVER 1,900 QUESTIONS ON 300 DIFFERENT TOPICS FROM INDIVIDUALS SEEKING EDUCATION, INFORMATION, AND ASSISTANCE. IDF ALSO WORKS AT THE FEDERAL AND STATE LEVELS TO EDUCATE LAWMAKERS AND THE PUBLIC ABOUT ISSUES THAT IMPACT THOSE WHO ARE IMMUNOCOMPROMISED. A STRONG VOLUNTEER GRASSROOTS ADVOCACY NETWORK, INCLUDING HEALTH ACCESS ADVOCATE VOLUNTEERS, INFORM POLICYMAKERS ABOUT ISSUES AFFECTING THOSE WITH PI. IN 2024, 850 INDIVIDUALS MET WITH AND SENT MORE THAN 2,700 LETTERS AND MESSAGES TO LEGISLATORS AND EXECUTIVE OFFICIALS TO ENSURE THAT PEOPLE WITH PI CAN LIVE HEALTHY AND PRODUCTIVE LIVES WITH EXCELLENT TREATMENT OPTIONS AND ACCESS TO THE MOST APPROPRIATE HEALTHCARE AVAILABLE. |
| FORM 990, PAGE 2, PART III, LINE 4C | TO IMPROVE THE DIAGNOSIS, TREATMENT, AND QUALITY OF LIFE OF THOSE AFFECTED BY PI, IDF HAS SEVERAL INITIATIVES TO PROVIDE RESOURCES DIRECTLY TO THE MEDICAL COMMUNITY, INCLUDING EXHIBITING AT TEN MEDICAL CONFERENCES IN 2024, PROVIDING INFORMATION AND RESOURCES TO HEALTHCARE PROFESSIONALS, AND ADMINISTERING A CONSULTING IMMUNOLOGIST PROGRAM THAT ALLOWS CLINICIANS TO CONSULT WITH AN EXPERT CLINICAL IMMUNOLOGIST ABOUT PATIENT-SPECIFIC QUESTIONS TO OBTAIN VALUABLE DIAGNOSTIC, TREATMENT, AND DISEASE MANAGEMENT INFORMATION. IDF CONDUCTS NATIONAL SURVEYS AND FOCUS GROUPS OF PATIENTS, PHYSICIANS, AND OTHER HEALTHCARE PROFESSIONALS, BUILDING A COLLECTION OF QUANTIFIABLE DATA RELATED TO PRIMARY IMMUNODEFICIENCY. IN 2024, OVER 1,000 INDIVIDUALS PARTICIPATED IN AN IDF PATIENT SURVEY TO GATHER DATA ON IG TREATMENT. THERE WERE FOUR PUBLICATIONS IN 2024 USING USIDNET DATA. BECAUSE MEDICAL RESEARCH IS A PRIORITY, THE IDF RESEARCH GRANT PROGRAM FUNDED FOUR RESEARCH GRANTS FOR PI RELATED RESEARCH IN 2024, TOTALING OVER 159,000. |
| FORM 990, PAGE 6, PART VI, LINE 4 | THE ORGANIZATION'S BYLAWS WERE UPDATED IN 2024 FOR THE FOLLOWING: 1) ADDED RESPONSIBILITIES FOR EACH TRUSTEE TO ENSURE ADHERANCE TO BOARD GOVERNANCE PRINCIPLES AND AVOIDING CONFLICTS OF INTEREST. 2) CLARIFIED THAT PERSONS WHO HAVE A BUSINESS RELATIONSHIP WITH OR FINANCIAL INTEREST IN MEMBERS OF INDUSTRY ARE NOT ELIGIBLE TO BE TRUSTEES |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE 990 IS REVIEWED BY THE CHIEF FINANCIAL OFFICER ONCE COMPLETED BY THE OUTSIDE CPA FIRM. ONCE THE CHIEF FINANCIAL OFFICER IS SATISFIED WITH THE ACCURACY, THE 990 IS THEN PASSED ON TO THE PRESIDENT & CEO FOR REVIEW. AFTER THAT LEVEL OF REVIEW IS COMPLETE, IT IS THEN PASSED ON TO THE FINANCE COMMITTEE FOR APPROVAL. ONCE THAT HAPPENS IT IS REVIEWED AND ONCE ACCURATE, APPROVED BY THE BOARD OF TRUSTEES. |
| FORM 990, PAGE 6, PART VI, LINE 12C | EACH YEAR IDF REQUESTS THAT ALL BOARD OF TRUSTEE MEMBERS AND STAFF COMPLETE A CONFLICT OF INTEREST STATEMENT DISCLOSING ANY POTENTIAL CONFLICT THAT MAY EXIST. THESE ARE KEPT ON FILE IN A DIGITAL FILE. THE BOARD LIAISON/HR DISTRIBUTES THE STATEMENT ANNUALLY FOR SIGNATURES TO THE BOARD. THE BOARD LIAISON/HR, WOULD DISTRIBUTE TO ANY STAFF NECESSARY. THE BOARD LIAISON/HR WOULD REVIEW AND WOULD BRING IT TO THE EXECUTIVE COMMITTEE AND BOARD OF TRUSTEES IF THERE ARE CONFLICTS. ANY RESTRICTIONS, IF NECESSARY, WOULD BE MADE AT THE BOARD OF TRUSTEE OR PRESIDENT/CEO LEVEL, DEPENDING ON WHO/WHAT THE CONFLICT IS. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE PRESIDENT & CEO'S COMPENSATION IS REVIEWED AND DOCUMENTED BY THE EXECUTIVE COMMITTEE. THE COMMITTEE REVIEWS WEBSITES SUCH AS SALARY.COM AND/OR REVIEWS OF MATERIALS SUCH AS ASAE'S COMPENSATION AND BENEFITS STUDY BOOK, OR THE NATIONAL HEALTH COUNCILS COMPENSATION STUDY TO DETERMINE THE CORRECT SALARY FOR THE POSITION. THE COMPENSATION IS PRESENTED AND APPROVED BY THE FULL BOARD. THE EXECUTIVE COMMITTEE INFORMS THE PRESIDENT & CEO, HUMAN RESOURCES, AND ACCOUNTING. |
| FORM 990, PAGE 6, PART VI, LINE 15B | FOR ALL KEY EMPLOYEES, AN ANNUAL REVIEW IS CONDUCTED BY THE EMPLOYEE'S SUPERVISOR. BASED ON THIS REVIEW, IT IS DETERMINED IF THE PERSON GETS AN ANNUAL INCREASE BEYOND THE COST OF LIVING (IF ANY ADJUSTMENT FOR COL IS GIVEN). REVIEW OF WEBSITES SUCH AS SALARY.COM AND/OR REVIEW OF MATERIALS SUCH AS ASAE'S COMPENSATION AND BENEFITS STUDY BOOK OR THE NATIONAL HEALTH COUNCILS COMPENSATION STUDY HELPS DETERMINE THE CORRECT SALARY FOR THE POSITION. IF THE SUPERVISOR APPROVES AN INCREASE, PAPERWORK IS DRAWN UP AND SUBMITTED TO THE PRESIDENT & CEO FOR APPROVAL. ONCE APPROVAL IS COMPLETE, HUMAN RESOURCES AND ACCOUNTING ARE INFORMED OF THE INCREASE. THE EMPLOYEE IS NOTIFIED AS WELL. |
| FORM 990, PAGE 6, PART VI, LINE 17 | KENTUCKY, MAINE, MARYLAND, MASSACHUSETTS, MICHIGAN, MINNESOTA, MISSISSIPPI, NEVADA, NEW HAMPSHIRE, NEW JERSEY, NEW MEXICO, NEW YORK, NORTH CAROLINA, NORTH DAKOTA, OHIO, OKLAHOMA, OREGON, PENNSYLVANIA, RHODE ISLAND, SOUTH CAROLINA, TENNESSEE, VIRGINIA, WASHINGTON, WEST VIRGINIA, WISCONSIN |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. IN ADDITION, THE FINANCIAL STATEMENTS ARE AVAILABLE ON THE WEBSITE. |