LUPUS FOUNDATION OF AMERICA INC: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- LUPUS FOUNDATION OF AMERICA INC (EIN 43-1131436)
- Tax period
- 2019-10-01 to 2020-09-30
- Filed
- 2021-04-16
- IRS object ID
- 202111069349300201
- Schema version
- 2019v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-04-16T05:34:22-05:00 | ReturnTs |
| Tax Period End | 2020-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 111986323 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCUM LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1899 L STREET NW SUITE 850 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 431131436 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUPUS FOUNDATION OF AMERICA INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LUPU | BusinessNameControlTxt |
| Phone | 2023491155 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2121 K STREET NW NO 200 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20037 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVAN W GIBSON | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 2023491155 | PhoneNum |
| Signature | 2021-04-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AARON M FOX | PreparerPersonNm |
| PTIN | P01365820 | PTIN |
| Phone | 2022274000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | STEVAN W GIBSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2121 K STREET NW NO 200 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20037 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $12,154,369 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LUPUS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1977 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | IMPROVE THE QUALITY OF LIFE FOR PEOPLE WITH LUPUS THROUGH RESEARCH, EDUCATION, SUPPORT AND ADVOCACY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 64 | TotalEmployeeCnt |
| Total Volunteers | 2850 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $14,173,781 | PYContributionsGrantsAmt |
| CY Contributions Grants | $10,961,768 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,703,797 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,050,075 | CYProgramServiceRevenueAmt |
| PY Investment Income | $67,504 | PYInvestmentIncomeAmt |
| CY Investment Income | $35,110 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$67,443 | PYOtherRevenueAmt |
| CY Other Revenue | -$62,446 | CYOtherRevenueAmt |
| PY Total Revenue | $16,877,639 | PYTotalRevenueAmt |
| CY Total Revenue | $11,984,507 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,609,710 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,307,607 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $6,369,077 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,544,233 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $111,639 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $107,400 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,116,899 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $8,800,462 | PYOtherExpensesAmt |
| CY Other Expenses | $5,818,172 | CYOtherExpensesAmt |
| PY Total Expenses | $16,890,888 | PYTotalExpensesAmt |
| CY Total Expenses | $13,777,412 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$13,249 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,792,905 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $9,027,246 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,259,627 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,633,327 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,633,955 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,393,919 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,625,672 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | LUPUS FOUNDATION OF AMERICA, INC. (THE FOUNDATION) IS DEDICATED TO IMPROVING THE QUALITY OF LIFE FOR ALL PEOPLE AFFECTED BY LUPUS THROUGH PROGRAMS OF RESEARCH, EDUCATION, SUPPORT, AND ADVOCACY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $5,100,940 | ExpenseAmt |
| Grant | $8,247 | GrantAmt |
| Revenue | $545,601 | RevenueAmt |
| Desc | PUBLIC INFORMATION AND EDUCATION: THE FOUNDATION EXECUTES ONGOING EFFORTS TO INCREASE PUBLIC AWARENESS AND UNDERSTANDING OF LUPUS AND ITS HEALTH CONSEQUENCES AS A TOOL TO IMPROVE EARLY DIAGNOSIS AND TREATMENT OF THE DISEASE. ONGOING EFFORTS INCLUDES PUBLIC AWARENESS CAMPAIGNS, MEDIA RELATIONS, ONLINE AND SOCIAL MARKETING, AND OUTREACH EFFORTS TO BUILD AND ENHANCE SUSTAINABLE CORPORATE AND COMMUNITY PARTNERSHIPS. LIFE AS WE KNOW IT CHANGED DRAMATICALLY THIS YEAR DUE TO THE ONSET OF THE CORONAVIRUS (COVID-19) PANDEMIC. IT CAUSED QUESTIONS, CONCERNS AND ANXIETY FOR EVERYONE WHICH WERE AMPLIFIED FOR ALL THOSE LIVING WITH LUPUS WHO ARE OFTEN MORE SUSCEPTIBLE TO INFECTIONS LIKE COVID-19. THE LUPUS FOUNDATION OF AMERICA IMMEDIATELY SET UP A CENTRAL HUB FOR COVID-19 RESOURCES IN ENGLISH AND SPANISH ON OUR NATIONAL RESOURCE CENTER ON LUPUS, WHICH HAS BEEN VIEWED MORE THAN 380K TIMES. IN TOTAL, WE NOW HAVE MORE THAN 300 PAGES OF CONTENT RELATED TO CORONAVIRUS AND THE HYDROXYCHLOROQUINE (HCQ) SHORTAGE.WE ALSO LEVERAGED SOCIAL MEDIA TO SHARE THE LATEST UPDATES ON COVID-19 BY CREATING A SERIES OF VIDEO INTERVIEWS WITH MEDICAL EXPERTS AND MEMBERS OF THE LUPUS FOUNDATION OF AMERICA TEAM. MORE THAN 160K FOLLOWERS SHARED OUR EXPERT INTERVIEWS FURTHER EXPANDING OUR REACH OF CRITICAL INFORMATION. OUR COVERAGE OF THE LATEST COVID-19 DEVELOPMENTS CONTINUE, INCLUDING THE IMPORTANCE OF THE FLU SHOT DURING THIS TIME, GOING BACK TO WORK OR SCHOOL, AND INSIGHTS ON A POTENTIAL COVID-19 VACCINE.THROUGHOUT THIS PAST YEAR, THE LUPUS FOUNDATION OF AMERICA (FOUNDATION) CONTINUED TO EXPAND ITS REACH THROUGH EDUCATION PROGRAMS (TURNED VIRTUAL DUE TO COVID-19), SOCIAL MEDIA PLATFORMS AND THE FOUNDATION'S WEBSITES, ENGAGING CELEBRITIES, AND PROMOTING NATIONAL AWARENESS CAMPAIGNS. KEY CORPORATE PARTNERSHIPS HELPED DISTRIBUTE BROCHURES ABOUT LUPUS TO PHYSICIAN OFFICES AND GARNER 12.5 MILLION EXPOSURES OF KEY TIME TO DIAGNOSIS MESSAGES. TRAINED AMBASSADORS HELPED EXPAND OUR REACH AND OUR IMPACT BY RAISING AWARENESS AND EDUCATING THEIR COMMUNITIES ABOUT LUPUS AND THE WORK OF THE LUPUS FOUNDATION OF AMERICA. THE FOUNDATION REMAINS THE NUMBER ONE ONLINE SOURCE FOR LUPUS-RELATED INFORMATION, WITH AN AUDIENCE OF 7 MILLION ANNUAL VISITS TO ITS WEBSITE PROPERTIES, AND MORE THAN 350,000 FOLLOWERS THROUGH ITS SOCIAL MEDIA PROPERTIES. WE CREATED A SERIES OF SOCIAL MEDIA CAMPAIGNS TO BRING ATTENTION TO HEALTH DISPARITIES AND HIGHLIGHT RESOURCES AVAILABLE TO ADDRESS THE UNIQUE NEEDS OF DIFFERENT AUDIENCES IMPACTED BY LUPUS. THESE CAMPAIGNS INCORPORATED VIDEOS TO SHARE LUPUS WARRIOR VOICES AND THOSE OF OUR EXPERTS. IN TOTAL ALL OF THESE CAMPAIGNS GENERATED MORE THAN ONE MILLION IMPRESSIONS ACROSS ALL CHANNELS.DURING LUPUS AWARENESS MONTH IN MAY, WE MADE LUPUS VISIBLE WITH 4.5 MILLION IMPRESSIONS, MORE THAN 182K VIEWS OF OUR VIDEOS AND A 9% INCREASE IN TRAFFIC TO OUR LUPUS AWARENESS MONTH HOMEPAGE.THIS YEAR WE CONCLUDED A FIVE-YEAR COOPERATIVE AGREEMENT WITH THE US CENTERS FOR DISEASE CONTROL AND PREVENTION (CDC) WHICH SUPPORTED AMONG OTHER THINGS, WORKING WITH FAMILY PHYSICIANS TO IMPROVE THE TIME TO AN ACCURATE LUPUS DIAGNOSIS (SEE PROGRAM 5), RAISING AWARENESS OF LUPUS AMONG YOUNG BLACK AND LATINA WOMEN, AND THE DEVELOPMENT OF THE NATIONAL RESOURCE CENTER ON LUPUS, WHICH HAS BEEN VISITED MORE THAN 18 MILLION TIMES SINCE ITS LAUNCH IN 2017, REACHING PEOPLE IN EVERY STATE. SOME KEY ACCOMPLISHMENTS THIS YEAR INCLUDE:- BE FIERCE.TAKE CONTROL. THIS DIGITAL-BASED CAMPAIGN SEEKS TO REACH YOUNG WOMEN AT GREATEST RISK FOR LUPUS TO RECOGNIZE THE SIGNS OF LUPUS AND TO TAKE ACTION IF THEY ARE EXPERIENCING THEM (WITH THE ULTIMATE GOAL TO REDUCE THE TIME RECEIVING A LUPUS DIAGNOSIS). OUR EFFORTS THIS YEAR RESULTED IN MORE THAN 129 MILLION IMPRESSIONS AND 94,000, VISITS TO OUR CAMPAIGN WEBSITE TO LEARN MORE.- WE LAUNCHED THE NEW EDUCATIONAL, WHAT IS LUPUS VIDEO, THAT PROVIDES AN ENGAGING EXPLANATION OF WHAT LUPUS IS, ITS IMPACT AND THE DIFFICULTY IN DIAGNOSING, TREATING AND LIVING WITH THIS COMPLEX AND UNPREDICTABLE DISEASE.- SECURED MORE THAN MORE THAN 90 NATIONAL AND LOCAL MEDIA STORIES HIGHLIGHTING THE HYDROXYCHLOROQUINE SHORTAGE AND ITS IMPACT ON PEOPLE WITH LUPUS. - LAUNCHED TAKE CHARGE 2.0, A 12-WEEK EMAIL SERIES GEARED TOWARDS GUIDING NEWLY-DIAGNOSED PEOPLE WITH LUPUS WITH KNOWLEDGE AND SKILLS TO HELP MANAGE THEIR LUPUS SYMPTOMS, WHICH HAS A TOTAL OF NEARLY 7,000 SUBSCRIBERS.- LAUNCHED THE PILOT OF AN ONLINE SELF-CARE PROGRAM. USER EXPERIENCE IS BEING GATHERED SO FURTHER ENHANCEMENTS CAN BE MADE PRIOR TO A BROAD LAUNCH IN 2021. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,876,830 | ExpenseAmt |
| Grant | $13,375 | GrantAmt |
| Revenue | $103,168 | RevenueAmt |
| Desc | NETWORK SUPPORT AND SERVICES:THE FOUNDATION'S NATIONAL NETWORK IS COMPOSED OF CHAPTERS, REGIONAL OFFICES, AMBASSADORS AND LOCAL SUPPORT GROUPS ACROSS THE UNITED STATES. THE NETWORK SUPPORTS THOSE LIVING WITH LUPUS THROUGH OUR PROGRAMS OF EDUCATION, RESEARCH, SUPPORT AND ADVOCACY ALL DESIGNED TO IMPROVE THE QUALITY OF LIFE FOR THOSE WHO SUFFER FROM THE IMPACT OF LUPUS.THE FOUNDATION PROVIDES CAPACITY-BUILDING SERVICES, STRATEGIC SUPPORT, CONSULTATION AND ORGANIZATIONAL DEVELOPMENT SUPPORT AND TRAINING TO OUR NETWORK, AS WELL AS PROVIDING OVERSIGHT AND RESOURCES TO THE SUPPORT GROUP FACILITATORS ACROSS THE COUNTRY WHO SERVE CONSTITUENTS. THE COVID-19 PANDEMIC MEANT MOVING TO VIRTUAL SUPPORT GROUPS, WHICH ALLOWED GREATER ACCESS TO THIS IMPORTANT RESOURCE, AT A TIME THAT WAS NEEDED MORE THAN EVER.IN 2020, DUE TO THE IMPACT OF COVID-19, OUR MORE THAN 74 IN-PERSON WALK TO END LUPUS NOW EVENTS WERE MOVED TO A NATIONAL VIRTUAL EVENT, WHICH ALLOWED FOR PARTICIPATION FROM PARTICIPANTS FROM ALL 50 STATES TO RAISE AWARENESS AND FUNDS FOR LOCAL COMMUNITIES TO IMPROVE THE QUALITY OF LIFE FOR PEOPLE WITH LUPUS.THE FOUNDATION ALSO IS LEADING THE WORLD LUPUS FEDERATION, A COALITION OF GLOBAL LUPUS PATIENT ADVOCACY GROUPS TO ADVANCE LUPUS AWARENESS AND ADVOCACY INITIATIVES AROUND THE WORLD THAT CONTINUES TO BRING GREATER GLOBAL ATTENTION AND RESOURCES TO THE FIGHT TO END LUPUS. THIS YEAR WE RELEASED RESULTS OF A LARGE-SCALE INTERNATIONAL SURVEY IN WHICH NEARLY 7 IN 10 PARTICIPANTS RESPONDED THAT LUPUS HAMPERS THEIR MOBILITY. THE SURVEY INCLUDED RESPONDENTS FROM MORE THAN 70 COUNTRIES, AND REINFORCES THE DEVASTATING AND LIFE-ALTERING EFFECTS LUPUS CAN CAUSE TO PHYSICAL FUNCTION FOR THE ESTIMATED FIVE MILLION PEOPLE WHO LIVE WITH THE DISEASE ACROSS THE GLOBE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,777,767 | ExpenseAmt |
| Grant | $1,284,021 | GrantAmt |
| Revenue | $263,450 | RevenueAmt |
| Desc | RESEARCH: OUR NATIONAL RESEARCH PROGRAM SEEKS TO FIND SOLUTIONS TO PROBLEMS THAT FOR DECADES HAVE STALLED PROGRESS IN LUPUS RESEARCH, LUPUS TREATMENT DEVELOPMENT, PATIENT CARE AND TREATMENT ACCESS. WE AGGRESSIVELY PURSUED STRATEGIES TO INCREASE FEDERAL, STATE AND INDUSTRY SUPPORT FOR RESEARCH ON LUPUS, FACILITATED STRATEGIC COLLABORATIONS, LED GLOBAL COLLABORATIONS TO DRIVE CONSENSUS, AND PROVIDED DIRECT FINANCIAL SUPPORT TO RESEARCHERS THROUGH THE FOUNDATION'S PEER REVIEWED RESEARCH GRANT PROGRAMS.THROUGH OUR DIRECT RESEARCH FUNDING SUPPORT AND VARIOUS RESEARCH INITIATIVES, WE INVESTED MORE THAN $1.5 MILLION INTO RESEARCH THROUGH PEER-REVIEWED RESEARCH PROGRAMS, DIRECT AWARDS, AND LFA RESEARCH PARTNERSHIPS. FURTHERMORE THROUGH OUR ADVOCACY EFFORTS, THE FOUNDATION WORKED WITH CONGRESS TO SECURE MORE THAN $20 MILLION IN FUNDING SPECIFICALLY TO ADVANCE LUPUS RESEARCH AND EDUCATION PROGRAMS, IN ADDITION TO SECURING A $1.25 BILLION INCREASE IN FUNDING FOR THE NATIONAL INSTITUTES OF HEALTH, THE LARGEST PUBLIC FUNDER OF LUPUS RESEARCH IN THE WORLD. OVER THE YEARS WE HAVE LED INITIATIVES TO OVERCOME BARRIERS TO THE DEVELOPMENT AND APPROVAL OF NEW, EFFECTIVE AND TOLERABLE TREATMENTS FOR PEOPLE WITH LUPUS. THIS PAST YEAR, THE FOUNDATION:- LAUNCHED, RAY: RESEARCH ACCELERATED BY YOU, A LUPUS DATA PLATFORM WHERE PEOPLE WITH LUPUS AND CAREGIVERS SHARE ANONYMOUS INFORMATION ABOUT THEIR LUPUS EXPERIENCE TO HELP RESEARCHERS ACCELERATE THE DEVELOPMENT OF NEW TREATMENTS AND IMPROVE DISEASE OUTCOMES.- REACHED THE FIRST-EVER GLOBAL CONSENSUS ON THE BARRIERS TO LUPUS TREATMENT AND CARE AS PART OF THE FOUNDATION'S ADDRESSING LUPUS PILLARS FOR HEALTH ADVANCEMENT (ALPHA) PROJECT. THE ALPHA PROJECT WAS LAUNCHED IN 2018 AS A GLOBAL, MULTI-PHASE, CONSENSUS-DRIVEN INITIATIVE SEEKING TO IDENTIFY AND PRIORITIZE TOP URGENT AND UNMET ISSUES IN LUPUS DRUG DEVELOPMENT, CLINICAL CARE, ACCESS AND VALUE OF CARE. THE PROJECT REACHED A SIGNIFICANT MILESTONE THIS YEAR WITH THE PUBLICATION OF THE GLOBAL CONSENSUS ON THE BARRIERS TO DRUG DEVELOPMENT WHICH RECEIVED NEARLY 4,000 ABSTRACT AND PUBLICATION DOWNLOADS AND MEDIA COVERAGE IN AT LEAST 6 TOP TRADE MEDIA PUBLICATIONS.- THE LFA SIGNED A 6TH YEAR AMENDMENT WITH FNIH AND IS ON THE AMP STEERING COMMITTEE WHICH IS IN THE PROCESS OF DETERMINING WHAT THE NEXT PHASE OF AMP 2.0 WILL LOOK LIKE. THE FOUNDATION ADVOCATES FOR MORE FOCUS ON LUPUS RESEARCH AND EXPANDING THE SCOPE TO NOT ONLY LUPUS NEPHRITIS, BUT OTHER AREAS SUCH AS NEUROPSYCHIATRIC LUPUS (NPSLE).- CONTINUED TO PUBLISH PAPERS FROM IMPORTANT AND PIVOTAL BASIC, CLINICAL, TRANSLATIONAL AND EPIDEMIOLOGICAL STUDIES OF ALL ASPECTS OF LUPUS AND RELATED DISEASES IN OUR PEER REVIEWED, OPEN ACCESS JOURNAL, THE FIRST OF ITS KIND IN LUPUS, LUPUS SCIENCE & MEDICINE. THE JOURNAL PROVIDES A BARRIER-FREE FORUM FOR PUBLICATION OF GROUND-BREAKING STUDIES IN LUPUS. IT HAS BEEN ACCEPTED FOR AN IMPACT FACTOR, HAS BEGUN PODCASTS, AND HAD THE MOST SUBMISSIONS OF ANY YEAR IN 2020. - CONTINUED MULTI-YEAR EFFORTS WHICH EXPLORE MESENCHYMAL STEM CELLS AS A POTENTIAL TREATMENT FOR PEOPLE WITH THE DISEASE. ALL CLINICAL SITES ARE CURRENTLY ENROLLING PARTICIPANTS AND THE STUDY IS EXPECTED TO FINISH ON TIME ACCORDING TO THE TIMELINE DEVELOPED IN COOPERATION WITH STUDY PARTNER THE NATIONAL INSTITUTE FOR ALLERGY AND INFECTIOUS DISEASES (NIAID).- HELPED TO ADDRESS THE ONGOING DECLINE IN SCIENTIFIC MOMENTUM AND LOSS OF CURRENT AND FUTURE LUPUS INVESTIGATORS CAUSED BY A DECLINE IN FEDERAL SUPPORT FOR RESEARCH THROUGH OUR STUDENT FELLOWSHIP AND CAREER DEVELOPMENT GRANT MECHANISMS.- PROVIDED NEW FUNDING TO ADDRESS ISSUES CRITICALLY IMPORTANT TO PEOPLE WITH LUPUS. THIS YEAR, THREE OF OUR 10 NEW CAREER DEVELOPMENT AWARD GRANTEES ARE FOCUSING THEIR STUDIES ON LUPUS-RELATED KIDNEY DISEASE (LUPUS NEPHRITIS), AN INCREDIBLY IMPORTANT AREA OF LUPUS RESEARCH. AS WELL, THE FOUNDATION HAS BEEN WORKING TO BUILD AND SOLIDIFY KEY PARTNERSHIPS WITH ORGANIZATIONS THAT PLAY A CENTRAL ROLE TO THE ADVANCEMENT OF THE SCIENCE OF LUPUS. THIS PAST YEAR, WE EXPANDED AND LAUNCHED NEW INTERNATIONAL PARTNERSHIPS TO BRING THE LUPUS COMMUNITY CLOSER TOGETHER IN THIS GLOBAL FIGHT TO END LUPUS. KEY 2020 PARTNERSHIPS INCLUDE:- CONTINUE TO WORK WITH THE CHILDHOOD ARTHRITIS AND RHEUMATOLOGY RESEARCH ALLIANCE (CARRA) IS THE FIRST OF ITS KIND TO CHARACTERIZE SPECIFIC RESEARCH QUESTIONS, BARRIERS AND FACILITATORS TO RESEARCH POTENTIAL APPROACHES FOR ADDRESSING THE TOP IDENTIFIED ISSUES. - THE SYSTEMIC LUPUS ERYTHEMATOSUS COLLABORATING CLINICS (SLICC), THE PREMIER BODY OF LUPUS EXPERTS FROM THE US AND AROUND THE GLOBE, TO FUND A MULTI-YEAR EFFORT WHICH UPDATES THE SLICC DAMAGE INDEX, ONE OF THE ONLY OUTCOMES MEASURES IN LUPUS WHICH HAS BEEN ACCEPTED BY THE FDA FOR USE IN CLINICAL TRIALS. THE NEW INDEX WILL INCLUDE KEY LEARNINGS SINCE DEVELOPMENT. IT WILL ALSO INCLUDE THE DISEASE AND IMPACT OF DAMAGE ON CHILDREN SO THAT IT MAY BE USED IN PEDIATRIC TRIALS IN THE FUTURE.- A FIRST-EVER PARTNERSHIP WITH LUPUS CANADA TO MANAGE THEIR GRANT MECHANISM, LUPUS CANADA CATALYST GRANT.THE AWARD PROVIDES FUNDING FOR ONE YEAR TO CANADIAN RESEARCHERS AT ANY STAGE IN THEIR CAREER.- THE COVID-19 GLOBAL RHEUMATOLOGY ALLIANCE'S REGISTRY, WHICH IS AN IMPORTANT INTERNATIONAL EFFORT THAT COLLECTS DE-IDENTIFIED INFORMATION FROM CLINICIANS AND PEOPLE WITH RHEUMATIC DISEASES, SUCH AS LUPUS. THE INFORMATION COLLECTED IN THE REGISTRY WILL HELP EVALUATE THE RISK OF COVID-19 AND IMPROVE THE WAY DOCTORS MANAGE RHEUMATIC PATIENTS DURING THIS TIME.- THE FOUNDATION IS WORKING ON AN AGREEMENT TO FULLY SUPPORT THE REMAINDER OF THE PHASE II TRIAL, IMPACT (IMPROVE PREGNANCY IN APS WITH CERTOLIZUMAB THERAPY), FOR THE NEXT THREE YEARS. IMPACT IS THE FIRST TRIAL OF A BIOLOGIC THERAPY TO PREVENT ADVERSE PREGNANCY OUTCOMES IN HIGH-RISK PREGNANCIES IN PATIENTS WITH APS WITH OR WITHOUT SLE AND WAS INITIALLY FUNDED BY NIAMS. FUNDING FROM NAIMS ENDED IN JULY 2020, AND THE FOUNDATION IS CURRENTLY WORKING ON AN AGREEMENT WHICH WILL FULLY SUPPORT THE REMAINDER OF THE PHASE 2 TRIAL OVER THE NEXT THREE YEARSTHROUGH OUR ADVOCACY EFFORTS IN 2020, WE HAVE:- HOSTED THE FIRST EVER DIGITAL ADVOCACY SUMMIT, BRINGING TOGETHER NEARLY 3,000 LUPUS ADVOCATES TO PARTICIPATE IN TWO DAYS OF PROGRAMMING TO EDUCATE THEM ABOUT THE TOP ISSUES IN LUPUS RESEARCH AND ADVOCACY AND JOIN TOGETHER IN ONLINE MEETINGS WITH MEMBERS OF CONGRESS.- SECURED AN ADDITIONAL $9.5 MILLION, A $1 MILLION INCREASE OVER FY20, TO SUPPORT THE NATIONAL LUPUS PATIENT REGISTRY PROGRAM AT THE CDC IN FY21, BRINGING TOTAL FUNDING FOR THE PROGRAM TO $81.8 MILLION.- SECURED AN ADDITIONAL $10 MILLION IN FUNDING FOR THE LUPUS RESEARCH PROGRAM AT THE DEPARTMENT OF DEFENSE, FOR A TOTAL OF NEARLY $57 MILLION. - SECURED AN ADDITIONAL $2,000,000 FOR THE OFFICE OF MINORITY HEALTH'S LUPUS PROGRAM TO SUPPORT A GRANT MECHANISM SPECIFICALLY FOCUSED ON ADDRESSING THE BARRIERS TO MINORITY PARTICIPATION IN CLINICAL TRIALS.- ADVOCATED FOR AND SECURED A $1.25 BILLION INCREASE FOR THE NATIONAL INSTITUTES OF HEALTH, THE LARGEST PUBLIC FUNDER OF LUPUS RESEARCH IN THE WORLD. - PROTECTED ACCESS TO HYDROXYCHLOROQUINE FOR PEOPLE WITH LUPUS AMID THE COVID-19 PANDEMIC BY WORKING WITH THE FOOD AND DRUG ADMINISTRATION, THE WHITE HOUSE CORONAVIRUS TASK FORCE, CONGRESS, STATE OFFICIALS, THE MANUFACTURERS OF HYDROXYCHLOROQUINE AND OTHERS, INCLUDING FACILITATING MORE THAN 138,000 MESSAGES TO MEMBERS OF CONGRESS FROM LUPUS ADVOCATES.- PARTNERED WITH LEADING NATIONAL PATIENT ORGANIZATIONS TO FORM THE PROTECTING THE IMMUNOCOMPROMISED COLLABORATIVE TO ADVOCATE STATE AND FEDERAL POLICIES THAT RECOGNIZE THE UNIQUE NEEDS OF PEOPLE LIVING WITH LUPUS DURING THE COVID-19 PANDEMIC, INCLUDING POLICIES RELATED TO VACCINES, THERAPIES, REOPENING, ACCESS TO HEALTH CARE AND OTHER PUBLIC HEALTH INITIATIVES AND GUIDELINES.. - CONTINUED TO ELEVATE THE PATIENT VOICE IS DRUG DEVELOPMENT AND REGULATORY DECISION-MAKING, PROVIDING THE PUPUS PATIENT PERSPECTIVE TO CONGRESS AND THE FDA AS THEY MOVE FORWARD WITH THE REAUTHORIZATION OF THE PRESCRIPTION DRUG USER FEE ACT (PDUFA) AND PATIENT FOCUSED DRUG DEVELOPMENT. - ESTABLISHED A MARKET ACCESS WORKING GROUP, CONSISTING OF PEOPLE WITH LUPUS AND KEY OPINION LEADERS, WORKING TO DEVELOP SOLUTIONS THAT OVERCOME BARRIERS TO CARE AND ENSURE ACCESS, INCLUDING THROUGH ADVOCACY WORK RELATED TO INSURANCE, COST AND COVERAGE, HEALTH DISPARITIES AND VALUE ASSESSMENTS/THE INSTITUTE FOR CLINICAL AND ECONOMIC REVIEW (ICER) AMONG OTHERS., - CONTINUED TO LEAD THE MAPRX COALITION, A GROUP OF MORE THAN 60 NATIONAL PATIENT ADVOCACY ORGANIZATIONS DEDICATED TO PROTECTING AND STRENGTHENING THE MEDICARE PART D PRESCRIPTION DRUG BENEFIT.- BUILT A NETWORK OF NEARLY 40,000 GRASSROOTS ADVOCATES, FROM EVERY STATE AND ALL 435 CONGRESSIONAL DISTRICTS, DEDICATED TO ADVANCING LUPUS PUBLIC POLICY PRIORITIES. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | GrantGrantAmt | DescDesc | RevenueRevenueAmt |
|---|---|---|---|
| $705,225 | $1,939 | PATIENT EDUCATION AND SUPPORT: WE PROVIDED EDUCATION, SUPPORT AND OTHER ASSISTANCE TO INDIVIDUALS WITH LUPUS, THEIR FAMILIES AND CAREGIVERS. THIS YEAR, THE ONSET OF THE COVID-19 PANDEMIC CREATED EVEN MORE QUESTIONS AND CONCERNS FOR PEOPLE WITH LUPUS ABOUT THE FUTURE AND HOW TO HANDLE EVERYDAY LIFE. WE TOOK NUMEROUS STEPS THROUGHOUT THE YEAR TO HELP PEOPLE AFFECTED BY LUPUS NAVIGATE THE PANDEMIC, WHILE CONTINUOUSLY ADAPTING TO THE CURRENT NEEDS AND EVOLVING SITUATION.DUE TO THE CURRENT PANDEMIC, IN-PERSON EDUCATIONAL PROGRAMS SUCH AS LUPUS: LEARNING AND LIVING, AS WELL AS OUR SUPPORT GROUPS, SHIFTED FROM IN-PERSON TO VIRTUAL. OVER 30 VIRTUAL EDUCATIONAL EVENTS WERE HELD ACROSS THE COUNTRY AND COMPLETED ATTENDEE EVALUATIONS FEATURE POSITIVE FEEDBACK IN REGARDS TO EASE OF ACCESS, VALUE AND RELEVANCE CONTENT, AND THE ABILITY TO CONNECT WITH OTHERS. WE CONTINUE TO GENERATE EDUCATIONAL CONTENT IN A VARIETY OF FORMATS, LANGUAGES, AND TOPICS IMPORTANT TO PEOPLE WITH LUPUS INCLUDING TIMELY INFORMATION ON THE COVID-19 PANDEMIC. IN 2020, WE DEVELOPED AND CONTINUOUSLY UPDATED A CORONAVIRUS AND LUPUS LANDING PAGE WHICH FEATURED THE LATEST NEWS AND INFORMATION REGARDING THE DISEASE, SAFETY PRECAUTIONS AND DEVELOPING VACCINES. OUR NATIONAL HEALTH EDUCATION SPECIALISTS RESPONDED TO MORE THAN 3,000 TELEPHONE, EMAIL AND HANDWRITTEN INQUIRIES IN BOTH ENGLISH AND SPANISH AND DIRECTED CONSTITUENTS TO THE NATIONAL RESOURCE CENTER ON LUPUS FOR FURTHER INFORMATION TO MANAGE LUPUS. THE SITE IS BEING UTILIZED MORE THAN EVER AS THE FIRST STOP FOR PEOPLE WHO ARE SEARCHING FOR BASIC INFORMATION ON LUPUS AND LOCAL RESOURCES. ADDITIONALLY, OUR INFORMATIONAL LUPUS PACKET WAS REFORMATTED TO A DIGITAL DOWNLOADABLE VERSION, WHICH EXPERIENCED A TOTAL OF 2,817 UNIQUE DOWNLOADS. IN 2020, THE EXPERT SERIES, OUR MONTHLY PATIENT EDUCATION SERIES WHERE LUPUS EXPERTS OFFER INSIGHT ON A VARIETY OF IMPORTANT TOPICS, TRANSITIONED INTO A PODCAST FORMAT. NEW EPISODES ARE RELEASED MONTHLY (EACH MONTH ON THE THIRD THURSDAY) ON LUPUS.ORG, YOUTUBE AND MULTIPLE PODCAST PLATFORMS INCLUDING ITUNES AND SPOTIFY. THE PODCAST HAS OVER 3,600 SUBSCRIBERS AND OVER 6,700 PLAYS. WE HAVE ALSO EXPERIENCED GLOBAL GROWTH WITH THE SERIES HAVING TOP LISTENERS IN THE UNITED STATES, AUSTRALIA AND THE UNITED KINGDOM. | |
| $8,211 | $25 | PROFESSIONAL RELATIONS AND EDUCATION: OUR PROFESSIONAL EDUCATION PROGRAMS TRANSLATE RESEARCH FINDINGS INTO PUBLIC HEALTH RECOMMENDATIONS FOR PHYSICIANS, OTHER HEALTHCARE PROFESSIONALS AND THEIR RESPECTIVE ORGANIZATIONS. IN 2020, WE CONTINUED TO FOCUS OUR EFFORTS ON EXPANDING PARTNERSHIPS WITH ORGANIZATIONS THAT SERVE MEDICAL AND OTHER HEALTH CARE PROFESSIONALS SUCH AS THE RHEUMATOLOGY NURSES SOCIETY AND THE AMERICAN ACADEMY OF FAMILY PHYSICIANS (AAFP). IN PARTICULAR, WE CONTINUED TO WORK WITH THE AAFP TO DISTRIBUTE THE CME ACTIVITY "MANAGEMENT OF LUPUS: COORDINATING YOUR APPROACH"WE DEVELOPED IN PARTNERSHIP WITH THEM IN 2019. CME TOPICS INCLUDED: RECOGNIZING THE SIGNS AND SYMPTOMS OF SYSTEMIC LUPUS ERYTHEMATOSUS (SLE); OPTIMIZING THE MANAGEMENT APPROACH FOR PATIENTS WHO HAVE SLE BY COMBINING APPROPRIATE EVIDENCE-BASED TREATMENT AND COORDINATION OF CARE WITH OTHER HEALTH CARE PROVIDERS; AND ENGAGING PATIENTS WHO HAVE SLE AS STAKEHOLDERS IN THEIR OWN CARE THROUGH IMPROVED COMMUNICATION, CONSIDERATION OF PATIENT PREFERENCES, SHARED DECISION MAKING, AND PATIENT EDUCATION. OVERALL, 86.4% OF LEARNERS WHO COMPLETED THE CME INDICATED THEY WOULD MAKE BEHAVIORAL CHANGE AS A RESULT OF COMPLETING THE ACTIVITY. MORE THAN 499 HEALTHCARE PROFESSIONALS HAVE COMPLETED THE COURSE SINCE IT'S LAUNCH IN SEPTEMBER 2020. AAFP IS CONTINUING TO SHARE THE PROGRAM TO REACH ADDITIONAL PROVIDERS IN THE COMING YEAR. OUR PARTNERSHIP WITH AAFP GREW IN 2020. WE WORKED TO DEVELOP CO-BRANDED RESOURCES, INCLUDING FACT SHEETS AND A LUPUS CARE MANAGEMENT PLAN, TO HELP BOTH FAMILY PHYSICIANS AND THE PATIENTS THEY TREAT REDUCE THE TIME IT CAN TAKE TO RECEIVE AN ACCURATE LUPUS DIAGNOSIS. THESE RESOURCES HAVE BEEN SHARED VIA AAFP AND LFA COMMUNICATIONS VEHICLES, AND WILL CONTINUE TO REACH ADDITIONAL INDIVIDUALS IN THE MONTHS AHEAD. OUR MULTIDISCIPLINARY MEDICAL-SCIENTIFIC ADVISORY COUNCIL CONTINUES TO PROVIDE INSIGHT INTO NEWLY PUBLISHED SCIENCE THAT COULD HAVE AN IMPACT ON THE FIELD. WE SHARE THIS INFORMATION WITH THE PUBLIC AND PROFESSIONAL COMMUNITY ON AN ONGOING BASIS VIA PRINT RESEARCH SUMMARIES, RESEARCH PODCASTS, THROUGH SOCIAL MEDIA CHANNELS TARGETED TO KEY AUDIENCES, AND VIDEOS. IN 2019 WE LAUNCHED INSIDE LUPUS RESEARCH, AN ONLINE SOURCE FOR LEARNING THE LATEST AND MOST IMPORTANT LUPUS RESEARCH NEWS. WE ARE REPORTING ON 9-12 RESEARCH NEWS ARTICLES PER MONTH. IN 2020 WE PROVIDED MORE THAN 6,000 PEOPLE INSIDE LUPUS RESEARCH (ILR) BI-WEEKLY EMAIL UPDATES. | $137,856 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $713,436 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $1,964 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $137,856 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $11,468,973 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 49 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 64 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Form1098 C Filed | Yes (1) | Form1098CFiledInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | 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 | 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 | 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 | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JULIE TUNE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2023491155 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2121 K STREET NW NO 200 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20037 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (36 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|---|
| STEVAN W GIBSON | |||||||||
| PRESIDENT & CEO | 40.00 | Yes (X) | $301,678 | $0 | $23,099 | ||||
| SANDRA C RAYMOND | |||||||||
| SENIOR ADVISOR | 40.00 | $226,222 | $0 | $31,437 | 1.00 | Yes (X) | |||
| MARY T CRIMMINGS | |||||||||
| VP, MARKETING & COMMUNICATIONS | 40.00 | $208,500 | $0 | $26,278 | Yes (X) | ||||
| LESLIE HANRAHAN | |||||||||
| VP, EDU. & RESEARCH - UNTIL 03/20 | 40.00 | $206,731 | $0 | $26,172 | Yes (X) | ||||
| DONNA GROGAN | |||||||||
| VP, DEV. & FUNDRAISING - UNTIL 06/20 | 40.00 | $199,038 | $0 | $21,681 | Yes (X) | ||||
| SEUNG-AE CHUNG | |||||||||
| CFO - UNTIL 11/2019 | 40.00 | Yes (X) | $197,846 | $0 | $16,240 | 0.25 | |||
| JEANINE SMITH | |||||||||
| VP, NETWORK DEVELOPMENT | 40.00 | $178,880 | $0 | $18,114 | Yes (X) | ||||
| PATRICK WILDMAN | |||||||||
| VP, ADVOCACY & GOVERNMENT | 40.00 | $175,436 | $0 | $16,400 | Yes (X) | ||||
| SUSAN J GLOOR | |||||||||
| REGIONAL DIRECTOR, NE | 40.00 | $150,130 | $0 | $16,524 | Yes (X) | ||||
| LEIGH ANN CARDENAS | |||||||||
| VP, INDIVIDUAL GIVING | 40.00 | $142,088 | $0 | $10,438 | Yes (X) | ||||
| MATTHEW SCELZA | |||||||||
| REGIONAL DIRECTOR, CA | 40.00 | $126,999 | $0 | $8,223 | Yes (X) | ||||
| REID DOSSINGER | |||||||||
| DIRECTOR OF DIGITAL STRATEGY | 40.00 | $125,505 | $0 | $4,797 | Yes (X) | ||||
| DESIREE WIENAND | |||||||||
| DIRECTOR, CORPORATE ENGAGEMENT | 40.00 | $121,063 | $0 | $7,744 | Yes (X) | ||||
| JULIE TUNE | |||||||||
| CFO - AS OF 11/2019 | 40.00 | Yes (X) | $22,546 | $0 | $0 | 0.25 | |||
| SUSAN MANZI | |||||||||
| CHAIR | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| JOSEPH A ARNOLD ESQ | |||||||||
| VICE CHAIR | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| ANDREW BROPHY | |||||||||
| TREASURER | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| BARBARA POLK | |||||||||
| SECRETARY | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| JANINE ALLEN | |||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| JUDY BARLIN | |||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| LYNN BLANDFORD | |||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| LINDSAY CAFRITZ | |||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| KAREN COSTENBADER MD MPH | |||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| CONRAD GEHRMAN | |||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | 1.00 | Yes (X) | |||
| JANE HAWLEY | |||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| BRIDGET JORDAN LEVY | |||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| PHONG NGUYEN | |||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| TIM NOLAN | |||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| CHERI PERRON | |||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| CAROL ANN PETREN | |||||||||
| DIRECTOR - UNTIL 06/2020 | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| STEPHEN RABINOWITZ | |||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| CHRISTINE SMITH | |||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| MARJORIE S SUSMAN | |||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| FRAN TSIMOYIANIS | |||||||||
| DIRECTOR - UNTIL 06/2020 | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| HALLIE VANDERHIDER | |||||||||
| DIRECTOR - UNTIL 06/2020 | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| AMY YALDEN | |||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,382,662 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $227,147 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 18 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| THE HERALD GROUP LLC | |||||
| 1800 M STREET NW SUITE 450 SOUTH | WASHINGTON | DC | 20036 | COMMUNICATIONS, MARKETING, OUTREACH AND | $1,175,000 |
| GLS COMPANIES | |||||
| PO BOX 1450 | MINNEAPOLIS | MN | 55486 | POSTAGE AND MAILHOUSE SERVICES | $837,091 |
| PRODUCTION SOLUTIONS | |||||
| 1953 GALLOWS ROAD | VIENNA | VA | 22182 | PRODUCTION/DESIGN OF MAILINGS | $429,660 |
| BLACKBAUD | |||||
| PO BOX 930256 | ATLANTA | GA | 31193 | DATA MANAGEMENT AND DEVELOPMENT | $313,037 |
| PRO-CHANGE BEHAVIOR SYSTEM LLC | |||||
| 1174 KINGSTOWN ROAD SUITE 101 | SOUTH KINSTOWN | RI | 02879 | RESEARCH CONSULTING SERVICES | $283,189 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 17 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $105,280 | FederatedCampaignsAmt |
| Fundraising | $134,156 | FundraisingAmt |
| Related Organizations | $300,000 | RelatedOrganizationsAmt |
| Government Grants | $1,271,409 | GovernmentGrantsAmt |
| All Other Contributions | $9,150,923 | AllOtherContributionsAmt |
| Noncash Contributions | $91,146 | NoncashContributionsAmt |
| Total Contributions | $10,961,768 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PROG. EVENTS/OTHER | 900099 | $915,906 | $915,906 |
| MEMBERSHIP DUES | 900099 | $103,168 | $103,168 |
| PUBLICATIONS | 900099 | $31,001 | $31,001 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,050,075 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $35,110 | TotalRevenueColumnAmt |
| Exclusion | $35,110 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,622 | TotalRevenueColumnAmt |
| Exclusion | $13,622 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $93,750 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $134,156 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $169,862 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$76,112 | TotalRevenueColumnAmt |
| Exclusion | -$76,112 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REFUNDS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $44 | TotalRevenueColumnAmt |
| Exclusion | $44 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $44 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,984,507 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,050,075 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$27,336 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,109,061 | TotalAmt |
| Program Services | $1,109,061 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,000 | TotalAmt |
| Program Services | $30,000 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $168,546 | TotalAmt |
| Program Services | $168,546 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,788,246 | TotalAmt |
| Program Services | $1,529,518 | ProgramServicesAmt |
| Management And General | $220,714 | ManagementAndGeneralAmt |
| Fundraising | $38,014 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,745,694 | TotalAmt |
| Program Services | $3,110,413 | ProgramServicesAmt |
| Management And General | $339,893 | ManagementAndGeneralAmt |
| Fundraising | $295,388 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $179,021 | TotalAmt |
| Program Services | $143,065 | ProgramServicesAmt |
| Management And General | $15,997 | ManagementAndGeneralAmt |
| Fundraising | $19,959 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $464,000 | TotalAmt |
| Program Services | $390,144 | ProgramServicesAmt |
| Management And General | $42,359 | ManagementAndGeneralAmt |
| Fundraising | $31,497 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $367,272 | TotalAmt |
| Program Services | $309,610 | ProgramServicesAmt |
| Management And General | $34,891 | ManagementAndGeneralAmt |
| Fundraising | $22,771 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,219 | TotalAmt |
| Program Services | $35,322 | ProgramServicesAmt |
| Management And General | $1,239 | ManagementAndGeneralAmt |
| Fundraising | $1,658 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,939 | TotalAmt |
| Program Services | $140 | ProgramServicesAmt |
| Management And General | $86,799 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,400 | TotalAmt |
| Fundraising | $107,400 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,322,938 | TotalAmt |
| Program Services | $1,290,100 | ProgramServicesAmt |
| Management And General | $24,051 | ManagementAndGeneralAmt |
| Fundraising | $8,787 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $800,995 | TotalAmt |
| Program Services | $797,065 | ProgramServicesAmt |
| Management And General | $2,377 | ManagementAndGeneralAmt |
| Fundraising | $1,553 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $226,152 | TotalAmt |
| Program Services | $129,358 | ProgramServicesAmt |
| Management And General | $87,898 | ManagementAndGeneralAmt |
| Fundraising | $8,896 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $810,164 | TotalAmt |
| Program Services | $647,237 | ProgramServicesAmt |
| Management And General | $87,876 | ManagementAndGeneralAmt |
| Fundraising | $75,051 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $611,304 | TotalAmt |
| Program Services | $520,392 | ProgramServicesAmt |
| Management And General | $55,007 | ManagementAndGeneralAmt |
| Fundraising | $35,905 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $212,260 | TotalAmt |
| Program Services | $176,879 | ProgramServicesAmt |
| Management And General | $9,802 | ManagementAndGeneralAmt |
| Fundraising | $25,579 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $403,759 | TotalAmt |
| Program Services | $290,779 | ProgramServicesAmt |
| Management And General | $3,712 | ManagementAndGeneralAmt |
| Fundraising | $109,268 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,133 | TotalAmt |
| Program Services | $1,798 | ProgramServicesAmt |
| Management And General | $203 | ManagementAndGeneralAmt |
| Fundraising | $132 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,238 | TotalAmt |
| Program Services | $2,238 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $243,945 | TotalAmt |
| Program Services | $215,587 | ProgramServicesAmt |
| Management And General | $17,159 | ManagementAndGeneralAmt |
| Fundraising | $11,199 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,057 | TotalAmt |
| Program Services | $46,712 | ProgramServicesAmt |
| Management And General | $14,909 | ManagementAndGeneralAmt |
| Fundraising | $3,436 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| POSTAGE & MAILHOUSE | $520,938 | $184,121 | $68,692 | $268,125 |
| PRINTING & PUBLICATIONS | $345,412 | $287,062 | $7,045 | $51,305 |
| BAD DEBT EXPENSE | $70,000 | $70,000 | ||
| MEMBERSHIP DUES | $55,719 | $53,826 | $917 | $976 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,777,412 | TotalAmt |
| Program Services | $11,468,973 | ProgramServicesAmt |
| Management And General | $1,191,540 | ManagementAndGeneralAmt |
| Fundraising | $1,116,899 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | Yes (X) | JointCostsInd |
Total Joint Costs TotalJointCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,391,497 | TotalAmt |
| Program Services | $743,280 | ProgramServicesAmt |
| Management And General | $70,350 | ManagementAndGeneralAmt |
| Fundraising | $577,867 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,517,365 | BOYAmt |
| EOY | $1,961,878 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,844,343 | BOYAmt |
| EOY | $2,963,721 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,586,390 | BOYAmt |
| EOY | $1,349,278 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $268,668 | BOYAmt |
| EOY | $166,879 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,352 | BOYAmt |
| EOY | $219,650 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,953,438 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,037,231 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,151,029 | BOYAmt |
| EOY | $916,207 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $304,726 | BOYAmt |
| EOY | $331,754 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $297,373 | BOYAmt |
| EOY | $350,260 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,027,246 | BOYAmt |
| EOY | $8,259,627 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,140,575 | BOYAmt |
| EOY | $1,151,376 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $859,339 | BOYAmt |
| EOY | $1,021,218 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,095 | BOYAmt |
| EOY | $11,078 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $975,100 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,557,318 | BOYAmt |
| EOY | $1,475,183 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,633,327 | BOYAmt |
| EOY | $4,633,955 | 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 | $3,393,054 | BOYAmt |
| EOY | $1,680,866 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,000,865 | BOYAmt |
| EOY | $1,944,806 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,393,919 | BOYAmt |
| EOY | $3,625,672 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,027,246 | BOYAmt |
| EOY | $8,259,627 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,792,905 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $24,658 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,096,055 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,484,585 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,324,163 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,173,781 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,961,768 | CurrentTaxYearAmt |
| Total | $62,040,352 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,096,055 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,484,585 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,324,163 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,173,781 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,961,768 | CurrentTaxYearAmt |
| Total | $62,040,352 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,711,475 | SubstantialContributorsTotAmt |
| Public Support Total170 | $58,328,877 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $40,257 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $24,753 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $50,482 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $124,871 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $48,732 | CurrentTaxYearAmt |
| Total | $289,095 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,799 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,000 | CurrentTaxYearMinus3YearsAmt |
| Total | $14,799 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $62,344,246 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $9,452,585 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.93560 | PublicSupportCY170Pct |
| Public Support PY170 | 0.94880 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | MISCELLANEOUS - 2015 AMOUNT: $ 10,799. 2016 AMOUNT: $ 4,000. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $47,306 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $47,306 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $13,622,706 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $13,670,012 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $833,501 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $208,375 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $807,522 | CurrentYearMinus3Amt |
| Current Year Minus2 | $926,440 | CurrentYearMinus2Amt |
| Current Year Minus1 | $988,962 | CurrentYearMinus1Amt |
| Current Year | $833,501 | CurrentYearAmt |
| Total | $3,556,425 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $5,334,638 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $71,597 | CurrentYearMinus3Amt |
| Current Year Minus2 | $49,884 | CurrentYearMinus2Amt |
| Current Year Minus1 | $61,406 | CurrentYearMinus1Amt |
| Current Year | $47,306 | CurrentYearAmt |
| Total | $230,193 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $201,881 | CurrentYearMinus3Amt |
| Current Year Minus2 | $231,610 | CurrentYearMinus2Amt |
| Current Year Minus1 | $247,241 | CurrentYearMinus1Amt |
| Current Year | $208,375 | CurrentYearAmt |
| Total | $889,107 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,333,661 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $45,252 | CurrentYearMinus3Amt |
| Total | $45,252 | TotalAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $379,279 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $30,200 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,637 | OtherExpendituresAmt |
| End Year Balance | $404,842 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $377,127 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $4,745 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,593 | OtherExpendituresAmt |
| End Year Balance | $379,279 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $359,750 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $21,234 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,857 | OtherExpendituresAmt |
| End Year Balance | $377,127 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $338,723 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $24,657 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,253 | OtherExpendituresAmt |
| Administrative Expenses | $1,377 | AdministrativeExpensesAmt |
| End Year Balance | $359,750 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $327,808 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $15,228 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,344 | OtherExpendituresAmt |
| Administrative Expenses | $969 | AdministrativeExpensesAmt |
| End Year Balance | $338,723 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,061,513 | OtherCostOrOtherBasisAmt |
| Depreciation | $322,081 | DepreciationAmt |
| Book Value | $739,432 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $427,704 | OtherCostOrOtherBasisAmt |
| Depreciation | $332,116 | DepreciationAmt |
| Book Value | $95,588 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $464,221 | OtherCostOrOtherBasisAmt |
| Depreciation | $383,034 | DepreciationAmt |
| Book Value | $81,187 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $916,207 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| CAPITAL LEASE OBLIGATIONS | $10,188 |
| DEFERRED LEASE INCENTIVE | $700,795 |
| DEFERRED RENT | $764,200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,475,183 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $12,067,350 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $24,658 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $58,185 | OtherRevenueAmt |
| Revenue Not Reported | $82,843 | RevenueNotReportedAmt |
| Revenue Subtotal | $11,984,507 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $11,984,507 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $13,835,597 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $58,185 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $58,185 | ExpensesNotReportedAmt |
| Expenses Subtotal | $13,777,412 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $13,777,412 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE EARNINGS ON THE DONOR-RESTRICTED ENDOWMENT ARE FOR GENERAL OPERATIONS AND RESEARCH. THE FOUNDATION'S BOARD APPROVES THE SPENDING OF THE EARNINGS ON THE ENDOWMENT FUND ON AN ANNUAL BASIS WHEN IT APPROVES THE ANNUAL BUDGET. |
| PART X, LINE 2: | THE FOUNDATION PERFORMED AN EVALUATION OF UNCERTAINTY IN TAXES FOR THE YEARS ENDED SEPTEMBER 30, 2020 AND 2019, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | ADDITIONAL SPECIAL EVENT EXPENSE 58,185. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | ADDITIONAL SPECIAL EVENT EXPENSE 58,185. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 6 | PROGRAM SERVICES | CONSULTING | $38,667 |
| NORTH AMERICA | 0 | 0 | GRANTMAKING | $168,546 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 6 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 6 | TotalEmployeeCnt |
| Subtotal Spent | $207,213 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $207,213 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (2 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|
| NORTH AMERICA | RESEARCH GRANT | $140,000 | CHECK |
| NORTH AMERICA | RESEARCH GRANT | $24,546 | CHECK |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | ALL GRANT RECIPIENTS ARE REQUIRED TO SIGN THE FOUNDATION'S GRANT AWARD AGREEMENT AND MEET THE FOLLOWING CONDITIONS: - MEET ALL APPLICABLE AND RELEVANT GUIDELINES REGARDING THE USE OF ANIMAL AND HUMAN SUBJECTS. - MEET ALL INSTITUTIONAL POLICIES AND LOCAL, STATE, AND FEDERAL REGULATIONS GOVERNING THE CONDUCT OF RESEARCH. - SUBMIT INTERNAL REVIEW BOARD AND INSTITUTIONAL ANIMAL CARE AND USE COMMITTEE (IF APPLICABLE) APPROVAL FROM THE GRANT RECIPIENT'S INSTITUTION. - COMPLETE AND SUBMIT THE "PROPOSED BUDGET". - ADHERE TO THE FOUNDATION'S POLICY ON INVENTIONS AND DISCOVERIES. - NOTIFY THE FOUNDATION OF ANY PUBLICATION OR PROFESSIONAL PRESENTATION BASED ON FOUNDATION-FUNDED RESEARCH PROJECT AND PROVIDE THE FOUNDATION WITH ELECTRONIC COPIES OF ANY PUBLICATION OR PROFESSIONAL PRESENTATION MADE POSSIBLE, FACILITATED, EXPEDITED, OR SUPPORTED IN ANY WAY BY THE AWARD, EVEN IF DEVELOPED, INITIATED, OR FINALIZED AFTER THE AWARD PERIOD HAS EXPIRED, WITHIN 30 DAYS OF FINAL PRODUCTION. - ACKNOWLEDGE THE FOUNDATION IN ANY AND ALL PUBLICATIONS OR PRESENTATIONS BASED, PARTIALLY OR WHOLLY, ON OR DEVELOPED UNDER THE AWARD MUST, UNLESS OTHERWISE REQUESTED BY THE FOUNDATION, WITH THE FOLLOWING STATEMENT: "THIS RESEARCH WAS SUPPORTED BY THE LUPUS FOUNDATION OF AMERICA, INC." - ALL FUNDS ARE USED EXCLUSIVELY TOWARD EXPENDITURES FOR THE SAID RESEARCH, AND NO AMOUNT OF THE RESEARCH GRANT FUNDS CAN BE USED TO FINANCE INDIRECT COSTS. - KEEP COMPLETE AND ACCURATE RECORDS ON THE RECEIPT AND DISBURSEMENT OF ALL AWARD FUNDS, AND MAY NOT CO-MINGLE ANY FUNDS FROM OTHER SOURCES. MUST RETAIN ALL SUCH RECORDS FOR A PERIOD OF AT LEAST TWO YEARS AFTER THE EXPIRATION DATE OF THE AGREEMENT AND THE FOUNDATION HAS THE RIGHT TO REVIEW SUCH RECORDS UPON REQUEST. IN ADDITION, ALL GRANT RECIPIENTS ARE REQUIRED TO SUBMIT INTERIM AND FINAL REPORTS WITH A GRANT INSTALLMENT PAYMENT TIED TO REPORT SUBMISSION. THE FOUNDATION'S EDUCATION & RESEARCH TEAM REVIEWS THE INTERIM AND FINAL REPORTS TO CONFIRM THAT THE INVESTIGATOR ACHIEVED THE ORIGINAL STUDY OBJECTIVE. - AGREE THAT EITHER PARTY MAY TERMINATE THE AGREEMENT FOR CONVENIENCE UPON THIRTY (30) DAYS PRIOR WRITTEN NOTICE TO THE OTHER PARTY. THE FOUNDATION RESERVES THE RIGHT TO TERMINATE THE AGREEMENT EFFECTIVE IMMEDIATELY, UPON WRITTEN NOTICE, IF THE GRANT RECIPIENT (I) IS UNABLE TO COMPLETE THE STUDY; (II) MATERIALLY ALTER THE STUDY; (III) USES THE AWARD GRANT FOR PROHIBITED EXPENSES OR; (IV) BREACHES OF THE AGREEMENT AND FAILS TO CURE SUCH BREACH WITHIN TEN (10) DAYS FOLLOWING RECIPIENT'S OR INSTITUTION'S RECEIPT OF WRITTEN NOTICE THEREOF. - ACKNOWLEDGE THAT NEITHER THE FOUNDATION, THE INSTITUTION, NOR INVESTIGATOR SHALL BE LIABLE FOR ANY FAILURE TO PERFORM ANY OBLIGATIONS UNDER THE AGREEMENT IF SUCH FAILURE RESULTS FROM CAUSES BEYOND ITS REASONABLE CONTROL. - ACKNOWLEDGE THAT THE AGREEMENT SHALL BE GOVERNED BY THE LAWS OF THE DISTRICT OF COLUMBIA, WITHOUT REGARD TO ITS CONFLICT OF LAW RULES. - ACKNOWLEDGE THAT THE AGREEMENT MAY NOT BE ASSIGNED OR TRANSFERRED WITHOUT THE FOUNDATION'S PRIOR WRITTEN CONSENT. |
| PART I, LINE 3: | THE FOUNDATION REPORTED THE EXPENDITURES BASED ON THE ACCOUNTING METHOD USED IN ITS AUDITED FINANCIAL STATEMENTS WHICH IS ON AN ACCRUAL BASIS. |
| PART III ACCOUNTING METHOD: |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| JOHN MINI CONSULTING INC | ||||||||
| 707 SAVANNAH ROAD | LEWES | DE | 199581521 | DIRECT MAIL | 0 | $773,015 | $67,400 | $705,615 |
| THE WEBSTER GROUP | ||||||||
| 5185 MACARTHUR BOULEVARD NW 250 | WASHINGTON | DC | 20016 | GALA PRODUCTION & MGMT | 0 | $0 | $40,000 | -$40,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $773,015 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $107,400 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $665,615 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | NYC EVENING OF HOPE GALA | Event1Nm |
| Gross Receipts Event1 | $227,906 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $134,156 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $93,750 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $91,810 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $20,000 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $58,052 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $227,906 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $134,156 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $93,750 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $91,810 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $20,000 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $58,052 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $169,862 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$76,112 | NetIncomeSummaryAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE G, PART I: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION ENGAGES A PROFESSIONAL FUNDRAISER, THE WEBSTER GROUP, TO PROVIDE EVENT MANAGEMENT AND PRODUCTION, AND REGISTRATION AND SEATING SERVICES FOR OUR ANNUAL GALA. THEY DO NOT SOLICIT CONTRIBUTIONS ON OUR BEHALF. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| MEDICAL UNIVERSITY OF SOUTH CAROLINA | |||||||
| 19 HAGOOD AVENUE SUITE 805 | CHARLESTON | SC | 29425 | 576000722 | 501(C)(3) | $756,000 | STEM CELL RESEARCH |
| CINCINNATI CHILDREN'S HOSPITAL | |||||||
| 3333 BURNET AVENUE | CINCINNATI | OH | 45229 | 310833936 | 501(C)(3) | $140,000 | CAREER DEVELOPMENT AWARD |
| NORTHWESTERN UNIVERSITY | |||||||
| 240 EAST HURON | CHICAGO | IL | 60611 | 362167817 | 501(C)(3) | $140,000 | CAREER DEVELOPMENT AWARD |
| THE OHIO STATE UNIVERSITY | |||||||
| 1960 KENNY ROAD | COLUMBUS | OH | 43210 | 316025986 | 501(C)(3) | $70,000 | CAREER DEVELOPMENT AWARD |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 4 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| FELLOWSHIP AWARDS | 5 | $20,000 |
| RESEARCH AWARD | 2 | $10,000 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ALL GRANT RECIPIENTS ARE REQUIRED TO SIGN THE FOUNDATION'S GRANT AWARD AGREEMENT AND MEET THE FOLLOWING CONDITIONS: - MEET ALL APPLICABLE AND RELEVANT GUIDELINES REGARDING THE USE OF ANIMAL AND HUMAN SUBJECTS. - MEET ALL INSTITUTIONAL POLICIES AND LOCAL, STATE, AND FEDERAL REGULATIONS GOVERNING THE CONDUCT OF RESEARCH. - SUBMIT INTERNAL REVIEW BOARD AND INSTITUTIONAL ANIMAL CARE AND USE COMMITTEE (IF APPLICABLE) APPROVAL FROM THE GRANT RECIPIENT'S INSTITUTION. - COMPLETE AND SUBMIT THE "PROPOSED BUDGET". - ADHERE TO THE FOUNDATION'S POLICY ON INVENTIONS AND DISCOVERIES. - NOTIFY THE FOUNDATION OF ANY PUBLICATION OR PROFESSIONAL PRESENTATION BASED ON FOUNDATION-FUNDED RESEARCH PROJECT AND PROVIDE THE FOUNDATION WITH ELECTRONIC COPIES OF ANY PUBLICATION OR PROFESSIONAL PRESENTATION MADE POSSIBLE, FACILITATED, EXPEDITED, OR SUPPORTED IN ANY WAY BY THE AWARD, EVEN IF DEVELOPED, INITIATED, OR FINALIZED AFTER THE AWARD PERIOD HAS EXPIRED, WITHIN 30 DAYS OF FINAL PRODUCTION. - ACKNOWLEDGE THE FOUNDATION IN ANY AND ALL PUBLICATIONS OR PRESENTATIONS BASED, PARTIALLY OR WHOLLY, ON OR DEVELOPED UNDER THE AWARD MUST, UNLESS OTHERWISE REQUESTED BY THE FOUNDATION, WITH THE FOLLOWING STATEMENT: "THIS RESEARCH WAS SUPPORTED BY THE LUPUS FOUNDATION OF AMERICA, INC." - ALL FUNDS ARE USED EXCLUSIVELY TOWARD EXPENDITURES FOR THE SAID RESEARCH, AND NO AMOUNT OF THE RESEARCH GRANT FUNDS CAN BE USED TO FINANCE INDIRECT COSTS. - KEEP COMPLETE AND ACCURATE RECORDS ON THE RECEIPT AND DISBURSEMENT OF ALL AWARD FUNDS, AND MAY NOT CO-MINGLE ANY FUNDS FROM OTHER SOURCES. MUST RETAIN ALL SUCH RECORDS FOR A PERIOD OF AT LEAST TWO YEARS AFTER THE EXPIRATION DATE OF THE AGREEMENT AND THE FOUNDATION HAS THE RIGHT TO REVIEW SUCH RECORDS UPON REQUEST. IN ADDITION, ALL GRANT RECIPIENTS ARE REQUIRED TO SUBMIT INTERIM AND FINAL REPORTS WITH A GRANT INSTALLMENT PAYMENT TIED TO REPORT SUBMISSION. THE FOUNDATION'S EDUCATION & RESEARCH TEAM REVIEWS THE INTERIM AND FINAL REPORTS TO CONFIRM THAT THE INVESTIGATOR ACHIEVED THE ORIGINAL STUDY OBJECTIVE. - AGREE THAT EITHER PARTY MAY TERMINATE THE AGREEMENT FOR CONVENIENCE UPON THIRTY (30) DAYS PRIOR WRITTEN NOTICE TO THE OTHER PARTY. THE FOUNDATION RESERVES THE RIGHT TO TERMINATE THE AGREEMENT EFFECTIVE IMMEDIATELY, UPON WRITTEN NOTICE, IF THE GRANT RECIPIENT (I) IS UNABLE TO COMPLETE THE STUDY; (II) MATERIALLY ALTER THE STUDY; (III) USES THE AWARD GRANT FOR PROHIBITED EXPENSES OR; (IV) BREACHES OF THE AGREEMENT AND FAILS TO CURE SUCH BREACH WITHIN TEN (10) DAYS FOLLOWING RECIPIENT'S OR INSTITUTION'S RECEIPT OF WRITTEN NOTICE THEREOF. - ACKNOWLEDGE THAT NEITHER THE FOUNDATION, THE INSTITUTION, NOR INVESTIGATOR SHALL BE LIABLE FOR ANY FAILURE TO PERFORM ANY OBLIGATIONS UNDER THE AGREEMENT IF SUCH FAILURE RESULTS FROM CAUSES BEYOND ITS REASONABLE CONTROL. - ACKNOWLEDGE THAT THE AGREEMENT SHALL BE GOVERNED BY THE LAWS OF THE DISTRICT OF COLUMBIA, WITHOUT REGARD TO ITS CONFLICT OF LAW RULES. - ACKNOWLEDGE THAT THE AGREEMENT MAY NOT BE ASSIGNED OR TRANSFERRED WITHOUT THE FOUNDATION'S PRIOR WRITTEN CONSENT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| STEVAN W GIBSON | ||||||||||||||
| PRESIDENT & CEO | $300,809 | $0 | $0 | $0 | $869 | $0 | $14,000 | $0 | $9,099 | $0 | $324,777 | $0 | $0 | $0 |
| SANDRA C RAYMOND | ||||||||||||||
| SENIOR ADVISOR | $225,611 | $0 | $0 | $0 | $611 | $0 | $20,250 | $0 | $11,187 | $0 | $257,659 | $0 | $0 | $0 |
| MARY T CRIMMINGS | ||||||||||||||
| VP, MARKETING & COMMUNICATIONS | $207,751 | $0 | $0 | $0 | $749 | $0 | $18,636 | $0 | $7,642 | $0 | $234,778 | $0 | $0 | $0 |
| LESLIE HANRAHAN | ||||||||||||||
| VP, EDU. & RESEARCH - UNTIL 03/20 | $206,030 | $0 | $0 | $0 | $701 | $0 | $19,041 | $0 | $7,131 | $0 | $232,903 | $0 | $0 | $0 |
| DONNA GROGAN | ||||||||||||||
| VP, DEV. & FUNDRAISING - UNTIL 06/20 | $198,289 | $0 | $0 | $0 | $749 | $0 | $14,039 | $0 | $7,642 | $0 | $220,719 | $0 | $0 | $0 |
| SEUNG-AE CHUNG | ||||||||||||||
| CFO - UNTIL 11/2019 | $197,846 | $0 | $0 | $0 | $0 | $0 | $16,036 | $0 | $204 | $0 | $214,086 | $0 | $0 | $0 |
| JEANINE SMITH | ||||||||||||||
| VP, NETWORK DEVELOPMENT | $178,011 | $0 | $0 | $0 | $869 | $0 | $9,015 | $0 | $9,099 | $0 | $196,994 | $0 | $0 | $0 |
| PATRICK WILDMAN | ||||||||||||||
| VP, ADVOCACY & GOVERNMENT | $174,687 | $0 | $0 | $0 | $749 | $0 | $9,018 | $0 | $7,382 | $0 | $191,836 | $0 | $0 | $0 |
| SUSAN J GLOOR | ||||||||||||||
| REGIONAL DIRECTOR, NE | $149,314 | $0 | $0 | $0 | $816 | $0 | $7,425 | $0 | $9,099 | $0 | $166,654 | $0 | $0 | $0 |
| LEIGH ANN CARDENAS | ||||||||||||||
| VP, INDIVIDUAL GIVING | $141,464 | $0 | $0 | $0 | $624 | $0 | $3,548 | $0 | $6,890 | $0 | $152,526 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | THE PRESIDENT & CEO'S BONUS IS AWARDED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS BASED ON A PERFORMANCE EVALUATION. OTHER OFFICERS, KEY EMPLOYEES, AND HIGHEST COMPENSATED EMPLOYEES' BONUSES ARE AWARDED AT THE DISCRETION OF THE PRESIDENT & CEO. | ExplanationTxt |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $1,200 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Cars And Other Vehicles CarsAndOtherVehiclesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 51 | ContributionCnt |
| Noncash Contributions Rpt F990 | $23,290 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 11 | ContributionCnt |
| Noncash Contributions Rpt F990 | $66,656 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION REPORTS THE NUMBER OF CONTRIBUTIONS IN PART I, COLUMN (B). | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 7A | THE CHAPTERS HAVE THE AUTHORITY TO ELECT THE MEMBERS OF THE NATIONAL COUNCIL REPRESENTATIVES OF THE BOARD OF THE DIRECTORS. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE CHAPTERS HAVE THE AUTHORITY TO VOTE ON ANY PROPOSED CHANGES BY THE BOARD OF THE DIRECTORS TO THE FOUNDATION'S BYLAWS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FOUNDATION HIRES AN INDEPENDENT ACCOUNTING FIRM TO PREPARE THE FORM 990. A COPY OF THE FINAL DRAFT OF THE FORM 990 IS REVIEWED AND APPROVED BY THE FINANCE COMMITTEE VIA A TELEPHONE CONFERENCE. ONCE APPROVED BY THE FINANCE COMMITTEE, A COMPLETE COPY OF THE FORM 990 IS DISTRIBUTED TO ALL MEMBERS OF THE BOARD OF DIRECTORS BEFORE FILING THE FORM WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | AT THE FOUNDATION'S BOARD MEETING IN THE FALL, THE CONFLICT OF INTEREST STATEMENT AND QUESTIONNAIRE ARE COMPLETED AND SIGNED BY EACH OFFICER, DIRECTOR, COMMITTEE MEMBER AND KEY EMPLOYEE. ALL CONFLICT OF INTEREST STATEMENTS AND QUESTIONNAIRES ARE REVIEWED BY THE PRESIDENT & CEO AND CHIEF FINANCIAL OFFICER WHO NOTE ANY ACTUAL OR POTENTIAL CONFLICTS. WHEN THERE IS A DOUBT AS TO WHETHER A CONFLICT OF INTEREST EXISTS, THE MATTER SHALL BE RESOLVED BY A VOTE OF THE BOARD OF DIRECTORS (OR ITS COMMITTEE), EXCLUDING THE PERSON CONCERNING WHOSE SITUATION THE DOUBT HAS ARISEN. THERE HAVE BEEN NO CONFLICTS NOTED DURING THE YEAR. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EXECUTIVE COMMITTEE OF THE BOARD (EC) CONDUCTS AN ANNUAL PERFORMANCE EVALUATION OF THE PRESIDENT & CEO AND RECOMMENDS SALARY LEVEL CHANGES TO THE BOARD OF DIRECTORS FOR APPROVAL. THE RECOMMENDED CHANGES ARE BASED ON THE MOST CURRENTLY AVAILABLE COMPARABILITY DATA FROM THE MANAGEMENT COMPENSATION SURVEY STUDY PUBLISHED JOINTLY BY THE NATIONAL HEALTH COUNCIL AND THE NATIONAL HUMAN SERVICES ASSEMBLY. ONCE APPROVED, ONE OF THE MEMBERS OF THE EC, GENERALLY THE CHAIRMAN OR THE TREASURER, NOTIFIES THE CHIEF FINANCIAL OFFICER OF THE NEW APPROVED COMPENSATION ARRANGEMENT FOR THE PRESIDENT & CEO. ALL OTHER KEY EMPLOYEES' ANNUAL PERFORMANCE EVALUATIONS ARE CONDUCTED BY THE PRESIDENT & CEO AND THEIR APPROVED ANNUAL SALARY INCREASES ARE DOCUMENTED ON THEIR ANNUAL PERFORMANCE EVALUATION FORM. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FOUNDATION MAKES ITS FINANCIAL STATEMENTS, FEDERAL FORM 990, AND ANNUAL REPORT AVAILABLE TO THE PUBLIC UPON REQUEST AND BY POSTING THEM ON ITS WEBSITE. ALL OTHER GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUPUS AMERICA COMMUNITIES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2121 K STREET NW SUITE 200 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20037 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 900870868 | EIN |
| Primary Activities | SUPPORTING ORGANIZATION | PrimaryActivitiesTxt |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 12C, III-FI | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |