2025-09-19T07:36:35-05:00 2024-12-31 991856619 GRANT THORNTON ADVISORS LLC 1000 WILSON BOULEVARD SUITE 1500 ARLINGTON VA 22209 990 2024-01-01 131846366 MARCH OF DIMES INC MARC 8886634637 1550 CRYSTAL DRIVE 1300 ARLINGTON VA 22202 CANDICE CHRISTOPHER CFO 5172573148 2025-08-28 1 0 MARY TORRETTA P00847851 7038477500 2024 2025-03-06 01:10:19Z CYNTHIA H RAHMAN 1550 CRYSTAL DRIVE 1300 ARLINGTON VA 22202 103247818 0 X WWW.MARCHOFDIMES.ORG X 1938 NY MARCH OF DIMES LEADS THE FIGHT FOR THE HEALTH OF ALL MOMS AND BABIES. 19 19 429 1000000 0 0 87367774 85710105 161778 313760 333272 1679522 649398 -4130129 88512222 83573258 9453287 5718600 0 0 46673560 42654151 1658211 1522420 10188411 37101011 36771921 94886069 86667092 -6373847 -3093834 67854062 64169362 75171319 63453238 -7317257 716124 X SEE SCHEDULE OMARCH OF DIMES LEADS THE FIGHT FOR THE HEALTH OF ALL MOMS AND BABIES. WE PROVIDE RESEARCH, EDUCATION, ADVOCACY, AND PROGRAMS TO GIVE EVERY FAMILY THE BEST POSSIBLE START. SINCE 1938, WE'VE BUILT A SUCCESSFUL LEGACY TO SUPPORT EVERY PREGNANT PERSON AND EVERY FAMILY. 0 0 45624552 845858 258041 COMMUNITY COLLABORATION - SEE SCHEDULE OCOMMUNITY COLLABORATIONWE COLLABORATED TO RALLY OVER 600 PARTNERS IN OUR MOM AND BABY ACTION NETWORK TO ADDRESS THE MOST CRITICAL ISSUES FACING MOMS AND BABIES AND CONVENED MORE THAN 300 PARTNERS AND 125 BIRTH EQUITY FUNDERS FOR OUR IN-PERSON SUMMIT.MORE THAN 200 LOCAL ORGANIZATIONS REACHED OVER 3,000 PEOPLE THROUGH COLLECTIVE IMPACT (CI), A MODEL FOR SOLVING COMPLEX SOCIAL PROBLEMS. THESE CI ACTIVITIES, MEETINGS, AND CONFERENCES ACROSS THE COUNTRY FOCUS EFFORTS ON KEY DRIVERS AND ROOT CAUSES OF INFANT MORTALITY, PRETERM BIRTH, MATERNAL MORTALITY, AND SEVERE MATERNAL MORBIDITY. WE ALSO CONVENED 28 NATIONAL CORPORATE PARTNERS, COLLECTIVELY INVESTING TO IMPROVE MATERNAL AND INFANT HEALTH OUTCOMES.ADDITIONALLY, THROUGH MARCH FOR BABIES, OUR FLAGSHIP FUNDRAISER THAT BROUGHT NEARLY 43,000 PARTICIPANTS TOGETHER, AND YEAR-ROUND SPECIAL EVENTS, WE RAISED $45.1 MILLION TO IMPROVE MOM AND BABY HEALTH. 14702134 4872742 4506 RESEARCH AND MEDICAL SUPPORT - SEE SCHEDULE ORESEARCH AND MEDICAL SUPPORTWE INNOVATED TO UNCOVER NEW TREATMENTS AND EXTEND OUR REACH. THE MARCH OF DIMES PREMATURITY RESEARCH CENTER OHIO COLLABORATIVE DISCOVERED AN ENZYME CALLED AKR1C1 THAT COULD BE TARGETED TO DELAY OR PREVENT PRETERM BIRTH BY CONTROLLING PROGESTERONE EFFECTS. AND THE MARCH OF DIMES INNOVATION FUND ADDED TWO NEW COMPANIES TO OUR PORTFOLIO: NOVOCUFF, WHICH IS DEVELOPING A DEVICE TO ADDRESS PRETERM PREMATURE RUPTURE OF MEMBRANES, AND SEVEN STARLING, A MATERNAL MENTAL HEALTH COMPANY TO ADDRESS THE MOST PRESSING MATERNAL AND INFANT HEALTH CHALLENGES.WE ALSO INNOVATED HOW WE DELIVERED CARE AND SUPPORT TO OUR COMMUNITIES. OUR MOM & BABY MOBILE HEALTH CENTERS GAINED TWO NEW UNITS IN NEW YORK, NY, AND PHOENIX, AZ, BRINGING ON-THE-GROUND MATERNAL HEALTHCARE AND PROVIDING NEARLY 5,000 MEDICAL VISITS. OUR NICU FAMILY SUPPORT PROGRAM SERVED OVER 52,000 FAMILIES IN 70 HOSPITALS, PROVIDING FAMILY EDUCATION, STAFF TRAINING ON PATIENT-CENTERED CARE, AND AN IMPROVED PATIENT EXPERIENCE WITH THE SUPPORT OF MARCH OF DIMES EXPERTS. 3428253 16508 PROGRAMS, EDUCATION, AND ADVOCACY - SEE SCHEDULE O EDUCATION AND ADVOCACYWE EDUCATED TO RAISE AWARENESS OF THE CRISIS. OUR 2024 MARCH OF DIMES REPORT CARD SPOTLIGHTED THE HIGH PRETERM BIRTH RATE THAT EARNED THE US A D+ FOR THE THIRD STRAIGHT YEAR. THE RELEASE OF OUR NOWHERE TO GO: MATERNITY CARE DESERTS ACROSS THE US 2024 REPORT REVEALED THAT 35% OF US COUNTIES ARE MATERNITY CARE DESERTS. WE ALSO LAUNCHED LOW DOSE, BIG BENEFITS TO EDUCATE PROVIDERS AND MOMS ABOUT LOW DOSE ASPIRIN TO HELP REDUCE THE RISK OF PREECLAMPSIA AND PRETERM BIRTH.TO ENSURE HEALTH PROFESSIONALS HAVE THE LATEST INFORMATION TO MAKE INFORMED DECISIONS, WE TRAINED NEARLY 19,000 MATERNAL AND INFANT HEALTHCARE PROFESSIONALS, AND OUR TRUSTED CONTENT DREW MORE THAN 6 MILLION VISITS TO MARCH OF DIMES, PROVIDING ESSENTIAL GUIDANCE TO HEALTHCARE TEAMS AND FAMILIES IN 2024.WE ALSO ELEVATED TOPICS LIKE DOULA EXPANSION, VACCINES, AND POSTPARTUM DEPRESSION, CONTRIBUTING TO 214,739 VIEWS ON OUR IT STARTS WITH MOM CONSUMER EDUCATION PLATFORM. WE CONTINUED TO AMPLIFY OUR MESSAGE THROUGH MODCAST, OUR RESEARCH-BASED PODCAST, WHICH HAD 1,935 TOTAL DOWNLOADS AND YOUTUBE VIEWS. AND WE ADVOCATED BY RAISING OUR VOICES TO CHAMPION REAL CHANGE. THANKS TO OUR COMMITMENT, MORE THAN 115 BILLS WERE ADVOCATED FOR, WITH 50 SIGNED INTO LAW. OUR ADVOCACY NETWORK INCREASED TO OVER 43,000 INDIVIDUALS WILLING TO HEED THE CALL TO TAKE ACTION WHEN IT WAS NEEDED MOST. 63754939 1 0 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 1 1 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 159 0 1 429 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 19 19 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AK AR CA CO DC FL GA HI IL KS KY ME MD MA MI MN MS NV NH NJ NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI X X CANDICE CHRISTOPHER 5712573148 1550 CRYSTAL DRIVE SUITE 1300 ARLINGTON VA 22202 ELLEN KELSAY CHAIR 1.00 0.00 X X 0 0 0 PHYLLIS A DENNERY MD VICE CHAIR 1.00 0.00 X X 0 0 0 WILLIAM A FITZGERALD VICE CHAIR (END 06/24) 2.00 0.00 X X 0 0 0 KAREN W JOHNSON VICE CHAIR 1.00 0.00 X X 0 0 0 ANDREW J DAHLE TREASURER 3.00 0.00 X X 0 0 0 SUE SCHICK SECRETARY 3.00 0.00 X X 0 0 0 JUDY L ASCHNER MD TRUSTEE 1.00 0.00 X 0 0 0 CRAIG BEST MD TRUSTEE (BEG 12/24) 1.00 0.00 X 0 0 0 AMY L CASSERI TRUSTEE 1.00 0.00 X 0 0 0 JUAN SALGADO-MORALES MD TRUSTEE (END 12/24) 1.00 0.00 X 0 0 0 EMMA GOLTZ TRUSTEE (BEG 12/24) 1.00 0.00 X 0 0 0 JAY S GREENSPAN MD TRUSTEE 1.00 0.00 X 0 0 0 DOUGLAS D HAWTHORNE TRUSTEE (END 06/24) 1.00 0.00 X 0 0 0 TONYA LEWIS LEE TRUSTEE 1.00 0.00 X 0 0 0 JUDETTE LOUIS MD TRUSTEE 1.00 0.00 X 0 0 0 DANA MARTIN TRUSTEE 1.00 0.00 X 0 0 0 SHARON MILLS HIGGINS TRUSTEE 1.00 0.00 X 0 0 0 AUSTIN PITTMAN TRUSTEE 1.00 0.00 X 0 0 0 NICOLE ALEXANDER-SCOTT MD TRUSTEE 1.00 0.00 X 0 0 0 MUHAMMAD SHAHZAD TRUSTEE (END 06/24) 1.00 0.00 X 0 0 0 TIM SPILKER TRUSTEE 2.00 0.00 X 0 0 0 ELLEN STANG MD TRUSTEE 1.00 0.00 X 0 0 0 BRIAN THOMPSON MD TRUSTEE 1.00 0.00 X 0 0 0 CYNTHIA H RAHMAN INTERIM PRESIDENT/CEO (BEG 06/24) 40.00 0.00 X 342402 0 11159 CANDICE CHRISTOPHER CFO 40.00 0.00 X 300639 0 12000 L'KEL C LITTLE SR VP & GENERAL COUNSEL (BEG 04/24) 40.00 0.00 X 246924 0 8506 ELIZABETH K CHEROT PRESIDENT/CEO (END 06/24) 40.00 0.00 X 255115 0 10185 FREDERICK A BROGDON SVP & COO (END 03/24) 40.00 0.00 X 234622 0 2479 ADRIAN P MOLLO SVP GEN. COUNSEL & ASST (END 03/24) 40.00 0.00 X 58007 0 4414 KELLY ERNST SVP, MARKET IMPACT 40.00 0.00 X 299200 0 24305 DEIRDRE MALONEY SVP, HUMAN RESOURCES 40.00 0.00 X 254593 0 25537 ALISON A ALE VP, MARKET IMPACT 40.00 0.00 X 254089 0 21251 STACEY BRAYBOY SVP PUB POL/ GOVERNMENT AFFAIRS 40.00 0.00 X 213209 0 19156 CHAUNCEY MCCALL ACTING CHIEF MKTG OFF. (BEG 08/24) 40.00 0.00 X 213405 0 8429 AARON C MUSHRO AVP, DIGITAL 40.00 0.00 X 196367 0 24277 2868572 0 171698 82 0 1 0 TRUE NORTH INC 515 MADISON AVENUE SUITE 8083 NEW YORK NY 10022 ADVERTISING 3388947 MOORE A SERIES LLC 4200 PARLIAMENT PLACE SUITE 300 LANHAM MD 20706 ADVERTISING 2782797 EVERYDAY HEALTH MEDIA LLC PO BOX 411610 BOSTON MA 02241 ADVERTISING 645000 HIPER INC 5340 BALD EAGLE BLVD E WHITE BEAR LAKE MN 55110 MARKETING CAMPAIGN 472661 M&R STRATEGIC SVCS INC 1101 17TH ST NW STE 301 WASHINGTON DC DC 20036 DIGITAL MARKETING STRATEGY & MANAGEMENT 440649 21 85708 44651706 826889 40145802 633841 85710105 PROGRAM SPONSORSHIP 900099 313760 313760 313760 347653 347653 474354 474354 15314059 13982190 1331869 1331869 1331869 809257 44651706 5602669 -4793412 -4793412 49972 89701 -39729 -39729 LEGAL SETTLEMENTS 900099 132224 132224 UNCLAIMED PROPERTY 900099 35617 35617 GRANT REFUNDS 900099 5024 5024 55793 55793 228658 83573258 279055 0 -2415902 X 4404172 4404172 52181 52181 1262247 1262247 1799770 1277781 322347 199642 30495414 21650792 5461868 3382754 4571124 3270230 786866 514028 3346273 2393959 576022 376292 2441570 1746725 420288 274557 15740 15740 238319 238319 108934 108934 1522420 1522420 519215 519215 9732064 9595863 136201 2218038 525542 1591825 100671 13200066 9621619 1341245 2237202 2611013 1867946 449456 293611 1098338 918272 122049 58017 566468 563041 3427 514259 400892 64059 49308 462428 339673 69364 53391 EQUIPMENT AND FURNITURE 2485349 1853801 349300 282248 LOCK BOX FEE 857971 517623 36286 304062 MERCHANT SERVICE FEES 683516 384863 56417 242236 TELECOMMUNICATION 223982 160239 38556 25187 1236221 838544 124892 272785 86667092 63754939 12723742 10188411 X 15473804 899028 2409271 12165505 4275310 5311103 2251879 2070638 8348690 5508202 0 1500014 500000 448500 296012 1502782 1818516 23185905 20464154 2563833 2721751 25163730 24249310 0 1020492 0 0 21799324 20673338 67854062 64169362 5282047 4655534 3458265 3858418 1923611 1994874 64507396 52944412 75171319 63453238 X -38975562 -29880942 31658305 30597066 -7317257 716124 67854062 64169362 X -3093834 1474076 9653139 X 0 1 X 1 1 1 X 96801387 100144706 104434563 87367774 85710105 474458535 96801387 100144706 104434563 87367774 85710105 474458535 474458535 3342311 2829005 535980 642992 822007 8172295 2160260 3048154 9736685 5823989 1037913 21807001 504437831 1356224 0.94060 0.92510 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FUNDRAISING - 2020 AMOUNT: $ 1,519,581. 2021 AMOUNT: $ 2,886,564. 2022 AMOUNT: $ 9,004,298. 2023 AMOUNT: $ 5,456,017. 2024 AMOUNT: $ 809,257. GRANT REFUNDS - 2020 AMOUNT: $ 21,107. 2021 AMOUNT: $ 22,301. 2022 AMOUNT: $ 139,505. 2023 AMOUNT: $ 26,112. 2024 AMOUNT: $ 5,024. ALL OTHER REVENUE - 2020 AMOUNT: $ 619,572. 2021 AMOUNT: $ 139,289. 2022 AMOUNT: $ 592,882. 2023 AMOUNT: $ 341,860. 2024 AMOUNT: $ 223,632. 0 0 0 1 1 1 210 1 4296 1 2327 0 1 20060 1 7588 1 146048 180529 0 PART II-B, LINE 1: AT THE FEDERAL LEVEL AND IN EACH STATE, THE DISTRICT OF COLUMBIA, AND PUERTO RICO, MARCH OF DIMES STAFF AND VOLUNTEERS WORK TO INFLUENCE BOTH LEGISLATIVE AND REGULATORY ACTIVITIES, SERVING AS POWERFUL VOICES FOR THE NEEDS OF PREGNANT WOMEN, INFANTS, CHILDREN, AND FAMILIES. OUR EFFORTS SPAN THE FULL RANGE OF OUR ANNUAL ADVOCACY AND GOVERNMENT AFFAIRS PRIORITIES, INCLUDING: ACCESS TO QUALITY AND AFFORDABLE HEALTH CARE FOR ALL WOMEN, CHILDREN AND FAMILIES; RESEARCH AND SURVEILLANCE IMPACTING THE HEALTH OF MOMS AND INFANTS; PREVENTION AND EDUCATION; AND ISSUES IMPORTANT TO TAX-EXEMPT ORGANIZATIONS. IN EACH OF THESE AREAS, WE BUILD AND MAINTAIN STRONG BIPARTISAN RELATIONSHIPS WITH MEMBERS OF CONGRESS, ADMINISTRATION OFFICIALS, AND STATE GOVERNMENT OFFICIALS. OUR POLICY PRIORITIES ARE GUIDED BY THE NATIONAL BOARD OF TRUSTEES AND APPROVED ANNUALLY. MARCH OF DIMES PARTICIPATES IN HEALTH-RELATED COALITIONS WITH PARTNERS EMBRACING SIMILAR PRIORITIES, AND UTILIZE CONTRACTUAL CONSULTANTS IN KEY STATES TO ASSIST IN MOVING KEY POLICIES FORWARD. WE PROVIDE PUBLIC POLICY RESEARCH THAT IS EVIDENCE BASED TO DEVELOP POLICY POSITION STATEMENTS, FACTSHEETS, ISSUE BRIEFS AND TESTIMONY WHEN SUPPORTING OR OPPOSING SPECIFIC LEGISLATION. WE MAINTAIN A DIGITAL ADVOCACY ACTION CENTER FOR GRASSROOTS EFFORTS THAT ALLOWS VOLUNTEERS TO ENGAGE WITH ELECTED OFFICIALS AT THE FEDERAL AND STATE LEVEL ON KEY MARCH OF DIMES ISSUES. 1693714 10200 215098 1919012 1481849 211865 1693714 1848997 -289155 77993 1481849 1651194 24700 270419 97316 1848997 1445798 203000 162276 159880 1651194 0.77000 0.23000 0 0 37210 35410 1800 4954025 3704504 1249521 18194670 16724240 1470430 2721751 ASSETS HELD IN TRUSTS BY OTHERS 11611287 RIGHT OF USE ASSET 9062051 20673338 ACCRUED PENSION & POSTRET. BENEFIT 43001725 LEASE LIABILITY-NON CURRENT 9942687 52944412 X 94270959 1474076 9653139 11127215 83143744 519215 -89701 429514 83573258 86237578 0 86237578 519215 -89701 429514 86667092 PART V, LINE 4: INTENDED USE OF ENDOWMENT MARCH OF DIMES' POLICY IS TO USE THE ENDOWMENT ASSETS TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY THE ENDOWMENT, PRINCIPALLY RESEARCH, WHILE SEEKING TO PROTECT THE ORIGINAL VALUE OF THE GIFT. MARCH OF DIMES FOLLOWS THE NEW YORK PRUDENT MANAGEMENT OF INSTITUTIONAL FUNDS ACT (NYPMIFA). PART X, LINE 2: LIABILITY FOR UNCERTAIN TAX POSITIONS THE ORGANIZATION FOLLOWS GUIDANCE THAT CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, INCLUDING ISSUES RELATED TO FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT. THIS GUIDANCE PROVIDES THAT THE TAX EFFECTS FROM AN UNCERTAIN TAX POSITION CAN ONLY BE RECOGNIZED IN THE FINANCIAL STATEMENTS IF THE POSITION IS "MORE-LIKELY-THAN-NOT" TO BE SUSTAINED IF THE POSITION WERE TO BE CHALLENGED BY A TAXING AUTHORITY. THE ASSESSMENT OF THE TAX POSITION IS BASED SOLELY ON THE TECHNICAL MERITS OF THE POSITION, WITHOUT REGARD TO THE LIKELIHOOD THAT THE TAX POSITION MAY BE CHALLENGED. THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER IRC SECTION 501(C)(3), THOUGH IT IS SUBJECT TO TAX ON INCOME UNRELATED TO ITS EXEMPT PURPOSE, UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE CODE. THE ORGANIZATION HAS PROCESSES PRESENTLY IN PLACE TO ENSURE THE MAINTENANCE OF ITS TAX-EXEMPT STATUS; TO IDENTIFY AND REPORT UNRELATED INCOME; TO DETERMINE ITS FILING AND TAX OBLIGATIONS IN JURISDICTIONS FOR WHICH IT HAS NEXUS; AND TO IDENTIFY AND EVALUATE OTHER MATTERS THAT MAY BE CONSIDERED TAX POSITIONS. THE ORGANIZATION HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: PENSION AND POSTRETIREMENT COSTS OTHER THAN NET PERIODIC BENEFIT COSTS 9,653,139. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -89,701. PART XII, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -89,701. 1 EUROPE 0 0 GRANTMAKING RESEARCH & MEDICAL 1058247 MIDDLE EAST AND NORTH AFRICA 0 0 GRANTMAKING RESEARCH & MEDICAL 200000 SOUTH AMERICA 0 0 GRANTMAKING RESEARCH & MEDICAL 4000 0 0 0 0 0 0 1262247 0 1262247 EUROPE RESEARCH & MEDICAL 1058247 WIRE 0 MIDDLE EAST AND NORTH AFRICA RESEARCH & MEDICAL 200000 WIRE 0 2 RESEARCH & MEDICAL SOUTH AMERICA 1 4000 WIRE 0 0 0 0 0 0 PART I, LINE 2: GRANT MAKING AND GRANT MONITORING PROCEDURES GRANTEES ARE AWARDED BY COMMITTEES BASED ON VARIOUS FACTORS AND ARE RANKED USING A SCORING SYSTEM. THE COMMITTEE MEMBERS CONSIST PRIMARILY OF VOLUNTEERS WHO ARE QUALIFIED TO EVALUATE THE MERITS OF THE GRANT APPLICATIONS. ONCE SELECTED, GRANTEES ARE REQUIRED TO SUBMIT INTERIM ACCOUNTING REPORTS AS WELL AS A FINAL ACCOUNTING OF ALL EXPENDITURES, DELIVERABLES AND RESULTS, DURING AND 90 DAYS AFTER THE TERMINATION OF THE GRANT. REFER TO THE WEBSITE FOR FURTHER INFORMATION: HTTPS://WWW.MARCHOFDIMES.ORG/RESEARCH/RESEARCH-GRANTS.ASPX# PART I, LINE 3: ACCOUNTING METHOD USED GRANTMAKING IS REPORTED USING THE ACCRUAL METHOD. X X X X X X X 1 MOORE A SERIES LLC 4200 PARLIAMENT PLACE LANHAM MD 20706 FUNDRAISING 0 17909659 958144 16951515 INFOCISION MGMT CORP 325 SPRINGSIDE DRIVE AKRON OH 44333 TELEMARKETING 1 804810 123627 681183 M&R STRATEGIC SERVICES INC 1101 CONNECTICUT AVE NW SUITE 70 WASHINGTON DC 20036 FUNDRAISING 1 573193 440649 132544 19287662 1522420 17765242 AR CA CO CT FL GA HI IL KS KY LA ME MD MA MI MN MS NV NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI MARCH/WALK 23794192 23794192 1174918 42011 92574 563576 SPECIAL EVENTS 21666771 20857514 809257 1876554 1105954 117321 629761 45460963 44651706 809257 3051472 1147965 209895 1193337 5602669 -4793412 SCHEDULE G, PART I, LINE 2B FUNDRAISING ACTIVITIES THE FOLLOWING FUNDRAISING FEE ARRANGEMENTS WERE MADE BETWEEN THOSE FUNDRAISERS LISTED ON SCHEDULE G, PART I AND THE ORGANIZATION: 1. INFOCISION MANAGEMENT CORP - PAID BY THE HOUR AS WELL AS BY THE ACTUAL NUMBER OF DONATIONS RECEIVED. 2. M&R STRATEGIC SERVICES, INC - THE RETAINER THE ORGANIZATION PAYS INCLUDES THE OUTSOURCING OF OUR EMAIL MARKETING PROGRAM AMONG OTHER SERVICES. 3. MOORE, A SERIES LLC - PAID A CONSULTING FEE AS WELL AS A PASS THROUGH ON THE EXPENSES OF POSTAGE, ENVELOPES, AND OTHER MAILING MATERIALS. SCHEDULE G, PART I, LINE 2B MOORE, A SERIES LLC IS A COLLABORATOR THAT HELPS DRIVE THE ORGANIZATION'S DIRECT RESPONSE MARKETING. THE GROSS RECEIPTS REPORTED REPRESENT AN ALLOCABLE PORTION OF THE ORGANIZATION'S TOTAL DIRECT RESPONSE REVENUE. 1 THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA 3451 WALNUT STREET P221 FRANKLIN BUILDING PHILADELPHIA PA 191046205 231352685 501(C)(3) 1048955 0 RESEARCH & MEDICAL STANFORD UNIVERSITY SCHOOL OF MEDICINE PO BOX 44253 SAN FRANCISCO CA 941444253 941156365 501(C)(3) 750000 0 RESEARCH & MEDICAL CINCINNATI CHILDREN'S HOSPITAL MEDICAL CENTER 3333 BURNET AVENUE CINCINNATI OH 452293039 310833936 501(C)(3) 625000 0 RESEARCH & MEDICAL THE REGENTS OF THE UNIVERSITY OF CALIFORNIA PO BOX 748872 LOS ANGELES CA 900744872 946036493 501(C)(3) 544359 0 RESEARCH & MEDICAL ANN & ROBERT H LURIE CHILDREN'S HOSPITAL OF CHICAGO PO BOX 735659 CHICAGO IL 60673 362170833 501(C)(3) 200000 0 RESEARCH & MEDICAL VANDERBILT UNIVERSITY MEDICAL CENTER 161 21ST AVENUE SOUTH NASHVILLE TN 37232 352528741 501(C)(3) 200000 0 RESEARCH & MEDICAL BOSTON UNIVERSITY 180E RIVERWAY ROOM 249 BOSTON MA 02215 042103547 501(C)(3) 150000 0 RESEARCH & MEDICAL NEW YORK PRESBYTERIAN HOSPITAL 850 THIRD AVENUE 12TH FLOOR NEW YORK NY 10065 133957095 501(C)(3) 91252 0 RESEARCH & MEDICAL OREGON HEALTH & SCIENCE UNIVERSITY 3181 SW SAM JACKSON PARK ROAD PORTLAND OR 97239 931176109 501(C)(3) 80392 0 RESEARCH & MEDICAL THE CHILDREN'S HOSPITAL OF PHILADELPHIA 3401 CIVIC CENTER BLVD PHILADELPHIA PA 19104 231352166 501(C)(3) 80000 0 RESEARCH & MEDICAL BOSTON MEDICAL CENTER CORPORATION 801 MASSACHUSETTS AVE 1ST FLOOR BOSTON MA 021182393 043314093 501(C)(3) 72875 0 RESEARCH & MEDICAL CHILDREN'S MINNESOTA FOUNDATION 5901 LINCOLN DRIVE EDINA MN 55436 411814223 501(C)(3) 61509 0 RESEARCH & MEDICAL PRISMA HEALTH MEDICAL GROUP - MIDLANDS PO BOX 749033 ATLANTA GA 303849033 471345819 501(C)(3) 60000 0 RESEARCH & MEDICAL SSM CARDINAL GLENNON CHILDREN'S HOSPITAL - ST LOUIS 1465 S GRAND BLVD SAINT LOUIS MO 631041095 430738490 501(C)(3) 55000 0 RESEARCH & MEDICAL CHILDREN'S HOSPITAL AT BROWARD HEALTH MEDICAL 1600 S ANDREW AVENUE FORT LAUDERDALE FL 33316 596012065 501(C)(3) 51900 0 RESEARCH & MEDICAL HARRIS HEALTH SYSTEM 4800 FOURNACE PLACE BELLAIRE TX 77401 741536936 501(C)(3) 51000 0 RESEARCH & MEDICAL CHILDREN'S HOSPITAL OF MICHIGAN 3901 BEAUBIEN STREET DETROIT MI 48201 272845064 501(C)(3) 49612 0 RESEARCH & MEDICAL PUSH BIRTH PARTNERS PO BOX 1842 PEARLAND TX 77588 850924351 501(C)(3) 48088 0 RESEARCH & MEDICAL CHILDREN'S MEMORIAL HERMANN HOSPITAL 6411 FANNIN ST H8001 HOUSTON TX 77030 741152597 501(C)(3) 46883 0 RESEARCH & MEDICAL SPARTANBURG MEDICAL CENTER (SKYLYN) 1692 SKYLYN DRIVE SPARTANBURG SC 29307 571075649 501(C)(3) 40000 0 RESEARCH & MEDICAL HMH HOSPITALS CORPORATION PO BOX 95000-7360 PHILADELPHIA PA 191957360 222339534 501(C)(3) 38000 0 RESEARCH & MEDICAL SOCIETY FOR REPRODUCTIVE INVESTIGATION 555 EAST WELLS STREET SUITE 1100 MILWAUKEE WI 53202 952293816 501(C)(3) 25000 0 RESEARCH & MEDICAL AMERICAN SOCIETY FOR REPRODUCTIVE IMMUNOLOGY (ASRI) 6524 SW 61ST TERRACE MIAMI FL 33143 133390665 501(C)(3) 10000 0 RESEARCH & MEDICAL WESTCHESTER MEDICAL CENTER FOUNDATION 7 SKYLINE DRIVE 3RD FLOOR HAWTHORNE NY 10532 134095845 501(C)(3) 7500 0 RESEARCH & MEDICAL 24 0 RESEARCH, MEDICAL & ADVOCACY 7 52181 PART I, LINE 2: GRANT MONITORING PROCEDURES GRANTEES ARE AWARDED BY COMMITTEES BASED ON VARIOUS FACTORS AND ARE RANKED USING A SCORING SYSTEM. THE COMMITTEE MEMBERS CONSIST PRIMARILY OF VOLUNTEERS WHO ARE QUALIFIED TO EVALUATE THE MERITS OF THE GRANT APPLICATIONS. ONCE SELECTED, GRANTEES ARE REQUIRED TO SUBMIT INTERIM ACCOUNTING REPORTS AS WELL AS A FINAL ACCOUNTING OF ALL EXPENDITURES, DELIVERABLES AND RESULTS, DURING AND 90 DAYS AFTER THE TERMINATION OF THE GRANT. REFER TO THE WEBSITE FOR FURTHER INFORMATION: HTTPS://WWW.MARCHOFDIMES.ORG/RESEARCH/RESEARCH-GRANTS.ASPX# SELECTION PROCESS FOR MICRO-AWARDS BY THE COLLECTIVE IMPACT: THE LOCAL MIH STAFF PERSON USES THEIR COMMON AGENDA WORK TO DETERMINE WHAT PARTNERS HAVE A ROLE TO PLAY. ONCE THEY HAVE ESTABLISHED THE WORK FLOW AND KNOW WHAT RESOURCES ARE NEEDED THEY CAN PROVIDE SEED FUNDING FOR A PROJECT THAT THEY ARE WORKING TO MOVE FORWARD IN THEIR GEOGRAPHIC AREA. MONITORING FOR MICRO-AWARDS BY THE COLLECTIVE IMPACT: MOD WILL REVIEW THE RECIPIENTS' WRITTEN PROGRESS AND EXPENDITURE REPORTS AND EVALUATE ITS OVERALL SUCCESS. X X X X X 1 0 0 0 0 0 0 1 0 CYNTHIA H RAHMAN INTERIM PRESIDENT/CEO (BEG 06/24) 340928 0 1048 0 426 0 11159 0 0 0 353561 0 0 0 KELLY ERNST SVP, MARKET IMPACT 297028 0 1192 0 980 0 12400 0 11905 0 323505 0 0 0 CANDICE CHRISTOPHER CFO 298846 0 1154 0 639 0 12000 0 0 0 312639 0 0 0 DEIRDRE MALONEY SVP, HUMAN RESOURCES 252632 0 981 0 980 0 10350 0 15187 0 280130 0 0 0 ALISON A ALE VP, MARKET IMPACT 239988 0 13462 0 639 0 7200 0 14051 0 275340 0 0 0 ELIZABETH K CHEROT PRESIDENT/CEO (END 06/24) 254625 0 0 0 490 0 10185 0 0 0 265300 0 0 0 L'KEL C LITTLE SR VP & GENERAL COUNSEL (BEG 04/24) 245606 0 942 0 376 0 4805 0 3701 0 255430 0 0 0 FREDERICK A BROGDON SVP & COO (END 03/24) 85441 0 0 0 149181 0 1986 0 493 0 237101 0 0 0 STACEY BRAYBOY SVP PUB POL/ GOVERNMENT AFFAIRS 211378 0 865 0 966 0 8900 0 10256 0 232365 0 0 0 CHAUNCEY MCCALL ACTING CHIEF MKTG OFF. (BEG 08/24) 212176 0 803 0 426 0 8295 0 134 0 221834 0 0 0 AARON C MUSHRO AVP, DIGITAL 185068 0 10663 0 636 0 8082 0 16195 0 220644 0 0 0 PART I, LINE 4A SEVERANCE PAYMENTS THE FOLLOWING INDIVIDUALS RECEIVED SEVERANCE PAYMENTS DURING 2024. THE AMOUNT IS INCLUDED IN SCHEDULE J, PART II, COLUMN B(III). FREDERICK A. BROGDON - $148,937 PART I, LINE 7: NONFIXED PAYMENTS MARCH OF DIMES ESTABLISHES ANNUAL PERFORMANCE GOALS FOR ITS OFFICERS AND KEY EMPLOYEES. IF THE EMPLOYEE ATTAINS THE GOALS WHICH ARE ESTABLISHED FOR THEM, THOSE INDIVIDUALS MAY RECEIVE A PERFORMANCE BONUS. ALL BONUSES ARE CONSIDERED IN EVALUATION OF REASONABLE COMPENSATION FOR DISQUALIFIED PERSONS. X 228449 FMV X 25 405392 SELLING PRICE 0 1 0 PART I, LINE 31: NONCASH CONTRIBUTIONS OTHER THAN CONTRIBUTIONS OF MARKETABLE SECURITIES AND HOUSEHOLD GOODS, NON-CASH ITEMS ARE NOT INCLUDED IN THE FINANCIAL STATEMENTS OF THE ORGANIZATION UNLESS THEY ARE SIGNIFICANT IN AMOUNT. PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS (RATHER THAN ITEMS) IS REPORTED AT FAIR MARKET VALUE. FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION, CONTINUED: 2024 WAS A YEAR OF STRENGTHENING BONDS WITH SUPPORTERS AND PARTNERS. THE US IS AMONG THE MOST DANGEROUS DEVELOPED NATIONS FOR CHILDBIRTH. BUT THANKS TO OUR SUPPORTERS, MARCH OF DIMES WORKED TO INNOVATE, COLLABORATE, EDUCATE, AND ADVOCATE FOR FAMILIES EVERYWHERE. THE MATERNAL AND INFANT HEALTH CRISIS WE ALL FACE IS ALSO A CRISIS WE ALL HAVE A RESPONSIBILITY TO ADDRESS. THE NEED HAS NEVER BEEN GREATER, AND EVERY DAY WE WORK TO ADVANCE OUR EFFORTS TO REDUCE MATERNAL AND INFANT MORTALITY, AND IMPROVE HEALTH FOR MOMS AND BABIES ACROSS THE COUNTRY. THE FOLLOWING PAGES DEMONSTRATE THE POWER OF THE MARCH OF DIMES COMMUNITY TO UNITE FOR FAMILIES THROUGHOUT THEIR PREGNANCY JOURNEYS. WE CONTINUED TO DRIVE RESEARCH THROUGH OUR PREMATURITY RESEARCH CENTERS; EDUCATE WOMEN, FAMILIES, AND HEALTHCARE PROVIDERS; ADVOCATE NATIONALLY AND LOCALLY ON BEHALF OF EVERY MOM AND BABY; AND DELIVER PROGRAMS AND SERVICES TO THOSE WHO NEED US MOST. FORM 990, PART VI, SECTION A, LINE 1A BOARD OF TRUSTEES MARCH OF DIMES' BOARD OF TRUSTEES HAVE DELEGATED AUTHORITY TO THE EXECUTIVE COMMITTEE TO ACT ON BEHALF OF THE GOVERNING BODY DURING 2024 AS PROVIDED IN THE ORGANIZATION'S BY-LAWS AND CONSISTENT WITH APPLICABLE LAW. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS' POWER TO ELECT MARCH OF DIMES IS A NEW YORK NONPROFIT CORPORATION WITH ONE CLASS OF MEMBERS. THE MEMBERS OF THE ORGANIZATION HOLD THE AUTHORITY TO ELECT OR APPOINT NEW MEMBERS. THIS CLASS OF MEMBERS IS COEXTENSIVE WITH THE ORGANIZATION'S BOARD OF TRUSTEES, WHICH OPERATES AS THE ORGANIZATION'S GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7A SEE EXPLANATION FOR PART VI, LINE 6. FORM 990, PART VI, SECTION B, LINE 11B REVIEW OF 990 GOVERNING BODY MARCH OF DIMES' IRS FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY THE ORGANIZATION. UPON ITS COMPLETION IT IS THEN REVIEWED BY THE PRESIDENT & CEO, SVP & CHIEF FINANCIAL OFFICER, AND MARCH OF DIMES' AUDIT COMMITTEE OF THE BOARD OF TRUSTEES PRIOR TO FILING WITH THE IRS. THE FINAL FORM 990 IS PROVIDED TO ALL MEMBERS OF THE BOARD PRIOR TO ELECTRONICALLY FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY ANNUALLY MARCH OF DIMES ASKS THEIR BOARD OF TRUSTEES MEMBERS TO REVIEW AND SIGN A CONFLICT OF INTEREST POLICY. EMPLOYEES AGREE AND ARE OBLIGED TO ABIDE BY THE EMPLOYEE HANDBOOK, WHICH HAS POLICIES REGARDING REPORTING AND AVOIDING CONFLICTS OF INTEREST. MARCH OF DIMES' LEGAL COUNSEL DETERMINES WHETHER A CONFLICT EXISTS. LEGAL COUNSEL RESOLVES ISSUES WITH RESPECT TO EMPLOYEES AND ISSUES CONCERNING TRUSTEES ARE RESOLVED BY THE EXECUTIVE COMMITTEE OF THE BOARD (UNLESS THE MATTER IS ELEVATED TO THE FULL BOARD OF TRUSTEES), IN ACCORDANCE WITH THE CONFLICT OF INTEREST POLICY. ANY BOARD MEMBERS WITH A CONFLICT IN A MATTER REQUIRING ACTION BY THE BOARD ARE PROHIBITED FROM PARTICIPATING IN THE BOARD'S DELIBERATIONS OR DECISIONS REGARDING THE MATTER UNDER CONSIDERATION. FORM 990, PART VI, SECTION B, LINE 15 DETERMINATION OF COMPENSATION DETERMINATION OF EXECUTIVE COMPENSATION AT MARCH OF DIMES IS A THREE STAGE PROCESS, DESIGNED TO ENSURE AN INDEPENDENT AND TRANSPARENT APPROACH TO THE REVIEW OF MARCH OF DIMES OFFICERS AND ENSURE THAT THEIR COMPENSATION REFLECTS FAIR MARKET VALUE. THE FIRST STAGE OF THE PROCESS IS PERFORMED BY THE EXECUTIVE COMPENSATION COMMITTEE. THE EXECUTIVE COMPENSATION COMMITTEE WAS ORGANIZED TO CLARIFY AND SIMPLIFY THE COMPENSATION REVIEW PROCESS FOR THE PRESIDENT, STAFF OFFICERS, AND KEY EXECUTIVE MANAGEMENT. THE COMMITTEE IS COMPRISED OF FOUR INDEPENDENT TRUSTEES WHO MEET ANNUALLY TO REVIEW AND DISCUSS THE SALARY RANGES FOR THE PRESIDENT & CEO, STAFF OFFICERS, AND KEY EXECUTIVE MANAGEMENT OF MARCH OF DIMES, INCLUDING MERIT, VARIABLE PAY AND BENEFITS. IT TYPICALLY RECEIVES A BENCHMARKING REPORT FROM AN OUTSIDE CONSULTANT, WHICH COMPARES THE COMPENSATION DATA TO OTHER SIMILAR CHARITIES. THE COMMITTEE THEN MAKES ITS RECOMMENDATIONS TO THE EXECUTIVE COMMITTEE. THE SECOND STAGE OF THE PROCESS IS THE PRESENTATION OF THE EXECUTIVE COMPENSATION COMMITTEE'S FINDINGS AND RECOMMENDATION TO THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE CONSIDERS AND DISCUSSES THE RECOMMENDATIONS, AND THEN TAKES A VOTE ON COMPENSATION. THE THIRD STAGE IS WHEN THE FULL BOARD OF TRUSTEES IS BRIEFED ON THE EXECUTIVE COMMITTEE'S FINDINGS AND CONCLUSIONS. MINUTES ARE TAKEN CONTEMPORANEOUSLY TO RECORD THE DISCUSSION AND CONCLUSIONS REACHED, AND ARE KEPT ON FILE. THIS PROCESS IS IN KEEPING WITH MARCH OF DIMES BY-LAWS AND THE RESPONSIBILITIES OF THE EXECUTIVE COMMITTEE, AND ALSO INTENDED TO COMPORT WITH REGULATIONS ON INTERMEDIATE SANCTIONS PROMULGATED BY THE IRS. FORM 990, PART VI, SECTION C, LINE 19 DISCLOSURES MARCH OF DIMES MAKES ITS ANNUAL REPORT AND IRS FORM 990 ACCESSIBLE VIA OUR WEBSITE, WWW.MARCHOFDIMES.ORG AND UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 9,595,863. MANAGEMENT AND GENERAL EXPENSES 136,201. TOTAL EXPENSES 9,732,064. FORM 990, PART XI, LINE 9: PENSION AND POSTRETIREMENT COSTS OTHER THAN NET PERIODIC BENEFIT COSTS 9,653,139. ALVERTA SECHRIST PERPETUAL TRUST 200 PARK AVENUE NEW YORK NY 10166 INVESTMENT CA N/A T 1.00000 1 MARGARET WEILER PERPETUAL TRUST 100 N MAIN STREET 6TH FLOOR WINSTONSALEM NC 27101 INVESTMENT CA N/A T 1.00000 1 CHARITABLE REMAINDER TRUST (1) 4550 LINDEN HILL ROAD SUITE 200 WLIMINGTON DE 19808 INVESTMENT CA N/A T 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0