CHRONIC DISEASE FUND INC: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- CHRONIC DISEASE FUND INC (EIN 61-1462062)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-12-04
- IRS object ID
- 201523389349300137
- Schema version
- 2014v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-12-04T13:37:20-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9365 COUNSELORS ROW STE 200 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46240 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 611462062 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRONIC DISEASE FUND INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHRO | BusinessNameControlTxt |
| Phone | 9726087200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6900 NORTH DALLAS PARKWAY NO 200 | AddressLine1Txt |
| City | PLANO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75024 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CLORINDA D WALLEY | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 9727120201 | PhoneNum |
| Signature | 2015-12-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAREN A GRIES | PreparerPersonNm |
| PTIN | P00078514 | PTIN |
| Phone | 3175749100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOOD DAYS FROM CDF | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CLORINDA D WALLEY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6900 NORTH DALLAS PARKWAY NO 200 | AddressLine1Txt |
| City | PLANO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $84,114,222 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.GOODDAYSFROMCDF.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2003 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | THROUGH ITS OPERATION OF A CO-PAY ASSISTANCE PROGRAM, THE CHRONIC DISEASE FUND PROVIDES FINANCIAL ASSISTANCE TO INDIVIDUALS WITH LOW OR MODERATE INCOME WHO ARE SUFFERING FROM CHRONIC DISEASES, CANCER, OR OTHER LIFE-ALTERING CONDITIONS SO THAT SUCH INDIVIDUALS CAN AFFORD AND OBTAIN THE FDA-APPROVED DRUGS NECESSARY FOR THE TREATMENT OF THEIR CONDITION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 4 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 4 | VotingMembersIndependentCnt |
| Total Employee | 70 | TotalEmployeeCnt |
| Total Volunteers | 3 | TotalVolunteersCnt |
| Total Gross UBI | $23,903 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$3,752 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $249,868,305 | PYContributionsGrantsAmt |
| CY Contributions Grants | $78,320,491 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $164,032 | CYProgramServiceRevenueAmt |
| PY Investment Income | $363,801 | PYInvestmentIncomeAmt |
| CY Investment Income | $159,062 | CYInvestmentIncomeAmt |
| PY Other Revenue | $17,657 | PYOtherRevenueAmt |
| CY Other Revenue | $5,470,637 | CYOtherRevenueAmt |
| PY Total Revenue | $250,249,763 | PYTotalRevenueAmt |
| CY Total Revenue | $84,114,222 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $194,448,004 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $170,628,203 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,924,209 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,923,215 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $258,745 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $387,887 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,308,524 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $16,889,330 | PYOtherExpensesAmt |
| CY Other Expenses | $18,508,006 | CYOtherExpensesAmt |
| PY Total Expenses | $214,520,288 | PYTotalExpensesAmt |
| CY Total Expenses | $192,447,311 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $35,729,475 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$108,333,089 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $356,410,298 | TotalAssetsBOYAmt |
| Total Assets EOY | $232,621,843 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $32,314,544 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $14,593,366 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $324,095,754 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $218,028,477 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THROUGH ITS OPERATION OF A CO-PAY ASSISTANCE PROGRAM, THE CHRONIC DISEASE FUND PROVIDES FINANCIAL ASSISTANCE TO INDIVIDUALS WITH LOW OR MODERATE INCOME WHO ARE SUFFERING FROM CHRONIC DISEASES, CANCER, OR OTHER LIFE-ALTERING CONDITIONS SO THAT SUCH INDIVIDUALS CAN AFFORD AND OBTAIN THE FDA-APPROVED DRUGS NECESSARY FOR THE TREATMENT OF THEIR CONDITION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $187,674,703 | ExpenseAmt |
| Grant | $170,628,203 | GrantAmt |
| Revenue | $434,501 | RevenueAmt |
| Desc | PROVIDING ASSISTANCE TO UNDER-INSURED PATIENTS WITH CHRONIC DISEASE, CANCER OR OTHER LIFE-ALTERING CONDITIONS TO HELP THEM OBTAIN THE FDA-APPROVED MEDICATIONS THEY NEED. WE ASSIST PATIENTS THROUGHOUT THE UNITED STATES WHO MEET INCOME QUALIFICATION GUIDELINES AND HAVE PRIVATE INSURANCE OR A MEDICARE PART D PLAN, BUT CANNOT AFFORD THE CO-PAYMENTS FOR THEIR FDA-APPROVED DRUGS. WHENEVER ADMINISTRATIVELY FEASIBLE (AND IN MOST CASES), WE PAY THE PATIENTS OUT-OF-POCKET COSTS FOR THEIR FDA-APPROVED DRUGS DIRECTLY TO THE APPLICABLE PHARMACIES OR PHYSICIANS. THE ORGANIZATION PROVIDED FINANCIAL ASSISTANCE TO 99,269 PATIENTS AND SERVICES 115,116 INDIVIDUALS. | Desc |
| Total Program Service Expenses | $187,674,703 | 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 |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| 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 | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | 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 | Yes (1) | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | 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 | 36 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 70 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 4 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 4 | 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 | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| 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 | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | 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 | NC | 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 | 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 | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAWN DRENTHE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9726087200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6900 DALLAS PARKWAY STE 200 | AddressLine1Txt |
| City | PLANO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75024 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| HON GLEN M ASHWORTH | |||||||
| BOARD CHAIRMAN | 2.00 | Yes (X) | Yes (X) | $17,250 | $0 | $0 | |
| TRICIA FREELS PHR | |||||||
| SECRETARY & TREASURER | 2.00 | Yes (X) | Yes (X) | $14,750 | $0 | $0 | |
| SETH KAMBER | |||||||
| TRUSTEE | 2.00 | Yes (X) | $14,750 | $0 | $0 | ||
| DAVID LEVINE MD FACEP | |||||||
| TRUSTEE | 2.00 | Yes (X) | $14,750 | $0 | $0 | ||
| CLORINDA WALLEY | |||||||
| EXECUTIVE DIRECTOR, EX-OFF | 40.00 | Yes (X) | $240,250 | $0 | $24,120 | ||
| CHARLES MOORMAN | |||||||
| IT DIRECTOR | 40.00 | $139,798 | $0 | $15,453 | Yes (X) | ||
| ROBERT SMITH | |||||||
| SOFTWARE ENGINEER | 40.00 | $108,048 | $0 | $1,412 | Yes (X) | ||
| MARGARET FOLEY | |||||||
| MARKETING DIRECTOR | 40.00 | $120,538 | $0 | $24,530 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $670,134 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $65,515 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | 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 |
|---|---|---|---|---|---|
| VENABLE LLP | |||||
| PO BOX 62727 | BALTIMORE | MD | 21264 | LEGAL SERVICES | $2,574,000 |
| LEVICK STRATEGIC COMMUNICATIONS | |||||
| 1900 M STREET NW | WASHINGTON | DC | 20036 | PUBLIC RELATIONS | $523,813 |
| DIMACO PRINTING | |||||
| 1100 VALWOOD PKWY | CARROLLTON | TX | 75006 | PRINTING | $320,608 |
| PURSUANT GROUP | |||||
| 5151 BELT LINE ROAD | DALLAS | TX | 75254 | MARKETING | $226,540 |
| AMS PICTURES | |||||
| 16988 NORTH DALLAS PARKWAY | DALLAS | TX | 75248 | MARKETING | $189,651 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 8 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $78,320,491 | AllOtherContributionsAmt |
| Total Contributions | $78,320,491 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SYMPOSIUM | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $164,032 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $164,032 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $164,032 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $159,062 | TotalRevenueColumnAmt |
| Exclusion | $159,062 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,470,469 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $246,566 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $23,903 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,200,000 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $168 | TotalRevenueColumnAmt |
| Exclusion | $168 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $168 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $84,114,222 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $410,598 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $23,903 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,359,230 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $170,628,203 | TotalAmt |
| Program Services | $170,628,203 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $325,870 | TotalAmt |
| Program Services | $48,050 | ProgramServicesAmt |
| Management And General | $205,745 | ManagementAndGeneralAmt |
| Fundraising | $72,075 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,846 | TotalAmt |
| Management And General | $13,846 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,967,880 | TotalAmt |
| Program Services | $1,485,859 | ProgramServicesAmt |
| Management And General | $357,101 | ManagementAndGeneralAmt |
| Fundraising | $124,920 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $421,529 | TotalAmt |
| Program Services | $281,447 | ProgramServicesAmt |
| Management And General | $104,673 | ManagementAndGeneralAmt |
| Fundraising | $35,409 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $194,090 | TotalAmt |
| Program Services | $129,590 | ProgramServicesAmt |
| Management And General | $48,196 | ManagementAndGeneralAmt |
| Fundraising | $16,304 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,316,327 | TotalAmt |
| Program Services | $926,531 | ProgramServicesAmt |
| Management And General | $1,042,347 | ManagementAndGeneralAmt |
| Fundraising | $347,449 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,384 | TotalAmt |
| Program Services | $28,615 | ProgramServicesAmt |
| Management And General | $66,769 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $120,409 | TotalAmt |
| Program Services | $120,409 | ProgramServicesAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $387,887 | TotalAmt |
| Fundraising | $387,887 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $611,858 | TotalAmt |
| Program Services | $78,300 | ProgramServicesAmt |
| Management And General | $533,558 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,528 | TotalAmt |
| Fundraising | $45,528 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,907 | TotalAmt |
| Management And General | $35,907 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $142,098 | TotalAmt |
| Program Services | $113,678 | ProgramServicesAmt |
| Management And General | $21,315 | ManagementAndGeneralAmt |
| Fundraising | $7,105 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $366,890 | TotalAmt |
| Program Services | $146,756 | ProgramServicesAmt |
| Management And General | $146,756 | ManagementAndGeneralAmt |
| Fundraising | $73,378 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,554 | TotalAmt |
| Program Services | $15,833 | ProgramServicesAmt |
| Management And General | $42,222 | ManagementAndGeneralAmt |
| Fundraising | $47,499 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $523,475 | TotalAmt |
| Program Services | $78,521 | ProgramServicesAmt |
| Management And General | $314,085 | ManagementAndGeneralAmt |
| Fundraising | $130,869 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $800,052 | TotalAmt |
| Program Services | $800,052 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,438,045 | TotalAmt |
| Program Services | $12,155,594 | ProgramServicesAmt |
| Management And General | $282,451 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,796 | TotalAmt |
| Management And General | $45,716 | ManagementAndGeneralAmt |
| Fundraising | $5,080 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PRINTING,PROCESSING AND | $441,034 | $396,931 | $44,103 | |
| PHONE & INTERNET EXPENS | $300,418 | $240,334 | $45,063 | $15,021 |
| MISCELLANEOUS/OTHER EXP | $57,444 | $57,444 | ||
| ADMINISTRATIVE SUPPORT | $56,787 | $56,787 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $192,447,311 | TotalAmt |
| Program Services | $187,674,703 | ProgramServicesAmt |
| Management And General | $3,464,084 | ManagementAndGeneralAmt |
| Fundraising | $1,308,524 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | Yes (X) | JointCostsInd |
Total Joint Costs TotalJointCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $523,475 | TotalAmt |
| Program Services | $78,521 | ProgramServicesAmt |
| Management And General | $314,085 | ManagementAndGeneralAmt |
| Fundraising | $130,869 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part X | Yes (X) | InfoInScheduleOPartXInd |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $306,427,158 | BOYAmt |
| EOY | $165,064,581 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $3,000,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $500,000 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,202,214 | BOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,834 | BOYAmt |
| EOY | $66,144 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $62,855,600 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $37,653,633 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,246,092 | BOYAmt |
| EOY | $25,201,967 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $33,664,151 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,500,000 | BOYAmt |
| EOY | $5,125,000 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $356,410,298 | BOYAmt |
| EOY | $232,621,843 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,270,077 | BOYAmt |
| EOY | $2,514,791 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,044,467 | BOYAmt |
| EOY | $11,956,162 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $122,413 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,314,544 | BOYAmt |
| EOY | $14,593,366 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,387,592 | BOYAmt |
| EOY | $26,244,302 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $281,708,162 | BOYAmt |
| EOY | $191,784,175 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $324,095,754 | BOYAmt |
| EOY | $218,028,477 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $356,410,298 | BOYAmt |
| EOY | $232,621,843 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$108,333,089 | ReconcilationRevenueExpnssAmt |
| Prior Period Adjustments | $2,265,812 | PriorPeriodAdjustmentsAmt |
| 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) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $189,547,300 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $215,071,925 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $210,101,801 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $249,868,305 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $78,320,491 | CurrentTaxYearAmt |
| Total | $942,909,822 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $189,547,300 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $215,071,925 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $210,101,801 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $249,868,305 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $78,320,491 | CurrentTaxYearAmt |
| Total | $942,909,822 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $724,148,573 | SubstantialContributorsTotAmt |
| Public Support Total170 | $218,761,249 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,188,517 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $304,318 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $928,822 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $363,801 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $159,062 | CurrentTaxYearAmt |
| Total | $3,944,520 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $946,854,342 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $434,501 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.23100 | PublicSupportCY170Pct |
| Public Support PY170 | 0.21410 | PublicSupportPY170Pct |
| Ten Pct Facts Crcmstncs Test CY | Yes (X) | TenPctFactsCrcmstncsTestCYInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A PART II LINE 17A | FormAndLineReferenceDesc |
| Explanation | THIS STATEMENT IS ATTACHED IN ACCORDANCE WITH THE INSTRUCTIONS FOR SCHEDULE A (FORM 990)REGARDING AN ORGANIZATION THAT BELIEVES IT IS PUBLICLY SUPPORTED ACCORDING TO APPLICABLE REGULATIONS. TREAS. REG. SEC. 1.170A-9(E)(3) PROVIDES THAT AN ORGANIZATIONS WILL BE TREATED AS "PUBLICLY SUPPORTED" UNDER THE FACTS AND CIRCUMSTANCES TEST EVEN IF IT FAILS TO MEET THE 33 1/3 PERCENT MECHANICAL TEST. UNDER THE FACTS AND CIRCUMSTANCES TEST, AN ORGANIZATION WILL BE TREATED AS PUBLICLY SUPPORTED IF IT NORMALLY RECEIVES A SUBSTANTIAL PART OF ITS SUPPORT FROM GOVERNMENTAL UNITS, FROM DIRECT OR INDIRECT CONTRIBUTIONS FROM THE GENERAL PUBLIC, OR FROM A COMBINATION OF THESE SOURCES, AND MEETS CERTAIN OTHER REQUIREMENTS. THE PERTINENT FACTORS SET FORTH IN THE REGULATIONS ARE DISCUSSED BELOW: I) TEN PERCENT-OF-SUPPORT LIMITATION: THE PUBLIC SUPPORT RECEIVED BY THE ORGANIZATION EQUALS AT LEAST 10% OF THE TOTAL SUPPORT RECEIVED BY THE ORGANIZATION. II) ATTRACTION OF PUBLIC SUPPORT: THE ORGANIZATION IS ORGANIZED AND OPERATED TO APPEAL TO A VARIETY OF PUBLIC SUPPORTERS, BOTH NEW AND EXISTING ON AN ON-GOING BASIS. THE ORGANIZATION MAINTAINS A CONTINUOUS AND BONA FIDE PROGRAM FOR SOLICITATION OF FUNDS FROM THE GENERAL PUBLIC. III) PERCENT OF FINANCIAL SUPPORT: UNDER THE REGULATIONS, THE HIGHER THE PERCENTAGE OF SUPPORT ABOVE THE 10% REQUIREMENT FROM PUBLIC SOURCES THE LESSER WILL BE THE BURDEN OF ESTABLISHING THE PUBLICLY SUPPORTED NATURE OF THE ORGANIZATION THROUGH OTHER FACTORS. THE PUBLIC SUPPORT % FOR 2014 IS IN EXCESS OF 20%. IV) SOURCES OF SUPPORT: THE ORGANIZATION'S PURPOSE IS TO PROVIDE COPAY ASSISTANCE FOR THE UNDERINSURED, WHICH APPEALS TO A BROAD CROSS-SECTION OF THE POPULATION, AND THE ORGANIZATION RECEIVES SUPPORT FROM A VAST NUMBER OF UNRELATED DONORS. V) REPRESENTATIVE GOVERNING BODY: THE ORGANIZATION'S GOVERNING BODY REPRESENTS THE BROAD INTERESTS OF THE PUBLIC, RATHER THAN THE PERSONAL OR PRIVATE INTERESTS OF A LIMITED NUMBER OF DONORS. VI) AVAILABILITY OF PUBLIC FACILITIES OR SERVICES; PUBLIC PARTICIPATION IN PROGRAMS OR POLICIES: THE ORGANIZATION PROVIDES SERVICES DIRECTLY FOR THE BENEFIT OF THE GENERAL PUBLIC ON A CONTINUING BASIS AND MAINTAINS A DEFINITIVE PROGRAM FOR ACCOMPLISHING THAT WORK NATIONWIDE. VII) ADDITIONAL FACTORS PERTINENT TO MEMBERSHIP ORGANIZATIONS: THIS FACTOR IS NOT APPLICABLE TO THE ORGANIZATION BECAUSE IT IS NOT A MEMBERSHIP ORGANIZATION. | 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 Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $120,409 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $120,409 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $191,018,378 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $191,138,787 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | 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 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $97,255 | CurrentYearMinus3Amt |
| Current Year Minus2 | $144,462 | CurrentYearMinus2Amt |
| Current Year Minus1 | $98,663 | CurrentYearMinus1Amt |
| Current Year | $120,409 | CurrentYearAmt |
| Total | $460,789 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $247,822 | OtherCostOrOtherBasisAmt |
| Depreciation | $55,620 | DepreciationAmt |
| Book Value | $192,202 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $62,607,778 | OtherCostOrOtherBasisAmt |
| Depreciation | $37,598,013 | DepreciationAmt |
| Book Value | $25,009,765 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $25,201,967 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED RENT | Desc |
| Amt | $122,413 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $122,413 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $84,114,222 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $84,114,222 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $84,114,222 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $192,447,311 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $192,447,311 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $192,447,311 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501 OF THE INTERNAL REVENUE CODE AND A SIMILAR PROVISION OF STATE LAW. HOWEVER, THE ORGANIZATION IS SUBJECT TO FEDERAL INCOME TAX ON ANY UNRELATED BUSINESS TAXABLE INCOME. THE ORGANIZATION FILES TAX RETURNS IN THE U.S. FEDERAL JURISDICTION. WITH A FEW EXCEPTIONS, THE ORGANIZATION IS NO LONGER SUBJECT TO U.S. FEDERAL EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2011. THE INTERNAL REVENUE SERVICE IS CURRENTLY AUDITING THE ORGANIZATION'S 2011 TAX YEAR. | ExplanationTxt |
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 |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| PURSUANT GROUP | ||||||||
| 5151 BELT LINE ROAD | DALLAS | TX | 75254 | DIRECT MARKETING | 0 | $0 | $226,540 | -$226,540 |
| NUMANTRA | ||||||||
| 2900 GATEWAY DRIVE SUITE 620 | IRVING | TX | 75063 | DIRECT MARKETING | 0 | $0 | $48,489 | -$48,489 |
| AGENCY ENTOURAGE | ||||||||
| PO BOX 36146 | DALLAS | TX | 75235 | DIRECT MARKETING | 0 | $0 | $84,024 | -$84,024 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $359,053 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$359,053 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DE | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | ID | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | IN | LicensedStatesCd |
| Licensed States | IA | 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 | MO | LicensedStatesCd |
| Licensed States | MT | LicensedStatesCd |
| Licensed States | NE | 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 | SD | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | TX | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WY | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE G, PART I, LINE 2B, COLUMN (V) | FormAndLineReferenceDesc |
| Explanation | TO INCREASE PUBLIC SUPPORT, CHRONIC DISEASE FUND DEVELOPED MARKETING PROGRAMS SUCH AS THE STRATEGIC PARTNERSHIP WITH WALGREENS. OTHER MARKETING PROGRAMS INCLUDED THE GOOD DAY'S CAMPAIGN, SOCIAL MEDIA MARKETING, AND MAIL AND INTERNET SOLICITATIONS. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | CO-PAYMENTS OF FDA-APPROVED DRUGS | GrantTypeTxt |
| Recipient | 70058 | RecipientCnt |
| Cash Grant | $170,628,203 | CashGrantAmt |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE PROCESS BY WHICH THE CHRONIC DISEASE FUND APPROVES AND PROVIDES INDIVIDUALS WITH GRANTS AND OTHER FINANCIAL ASSISTANCE ENSURES THAT ALL FUNDS ARE BEING USED ONLY FOR THE PURPOSE OF OBTAINING FDA-APPROVED DRUGS NECESSARY FOR THE TREATMENT OF A CHRONIC OR FATAL DISEASE. THE PROCESS BY WHICH THE CHRONIC DISEASE FUND APPROVES GRANTS AND FINANCIAL ASSISTANCE IS AS FOLLOWS: (1) AN INDIVIDUAL IS DIAGNOSED WITH A CHRONIC OR LIFE-THREATENING DISEASE BY A DOCTOR OF THEIR OWN CHOOSING; (2) THE INDIVIDUAL RECEIVES A PRESCRIPTION FROM THEIR DOCTOR FOR AN FDA-APPROVED DRUG FOR TREATMENT OF THE DISEASE; (3) THE INDIVIDUAL CONTACTS THE CHRONIC DISEASE FUND SEEKING FINANCIAL ASSISTANCE FOR THE PURPOSE OF PAYING THE CO-PAY FOR THE MEDICATION PRESCRIBED BY THEIR DOCTOR; AND (4) THE CHRONIC DISEASE FUND VERIFIES THE THAT INDIVIDUAL'S INCOME IS LOW ENOUGH TO QUALIFY FOR FINANCIAL ASSISTANCE, THAT THE DIAGNOSED CONDITION IS COVERED BY THE ORGANIZATION'S CO-PAY ASSISTANCE PROGRAM, AND THAT THE MEDICATION PRESCRIBED FOR THE TREATMENT OF THE CONDITION IS AN FDA-APPROVED DRUG FOR TREATMENT OF THE INDIVIDUAL'S DIAGNOSED CONDITION. IN MOST CASES, AFTER DETERMINING THAT AN INDIVIDUAL QUALIFIES FOR CO-PAY ASSISTANCE, THE ORGANIZATION ENSURES THAT ALL GRANTS AND OTHER ASSISTANCE ARE ONLY USED TO PAY FOR THE PRESCRIBED TREATMENT BY MAKING ALL PAYMENTS DIRECTLY TO THE PHARMACY OR PHYSICIAN THAT DISPENSES THE MEDICATIONS TO QUALIFYING INDIVIDUALS. IN SITUATIONS WHERE THE CHRONIC DISEASE FUND IS UNABLE TO PAY THE PHARMACY OR PHYSICIAN DIRECTLY, THE ORGANIZATION ENSURES THAT ALL GRANTS AND OTHER ASSISTANCE ARE ONLY USED TO PAY FOR THE PRESCRIBED TREATMENT BY REIMBURSING QUALIFYING INDIVIDUALS UPON DOCUMENTATION OF THE PURCHASE AND COST OF THE PRESCRIBED MEDICATION. THIS PROCESS IS REFLECTED IN A POLICY, ADOPTED BY THE CHRONIC DISEASE FUND'S BOARD OF DIRECTORS, THAT DESCRIBES HOW THE ORGANIZATION OPERATES ITS PATIENT ASSISTANCE PROGRAMS. FOR EXAMPLE, THE POLICY REQUIRES EACH APPLICANT TO SUBMIT AN APPLICATION THAT DESCRIBES, AMONG OTHER ITEMS, THE APPLICANT'S DIAGNOSIS AND THE PRESCRIPTION DRUG PRODUCT THAT HE OR SHE HAS BEEN PRESCRIBED. ADDITIONALLY, GOOD DAYS MUST ENROLL APPLICANTS FOR FUNDING ON A FIRST-COME, FIRST-SERVED BASIS (TO THE EXTENT THAT FUNDING IS AVAILABLE) IF SEVERAL CRITERIA ARE MET, INCLUDING THE FOLLOWING: (1) THE APPLICANT QUALIFIES FOR FINANCIAL NEED IN ACCORDANCE WITH ESTABLISHED CRITERIA; (2) THE APPLICANT IS DIAGNOSED WITH A DISEASE OR CONDITION SUPPORTED BY THE ORGANIZATION; AND (3) AN FDA-APPROVED PRESCRIPTION DRUG THAT TREATS SUCH DISEASE OR CONDITION ALREADY HAS BEEN PRESCRIBED FOR THE APPLICANT BY A PROVIDER OF HIS OR HER CHOICE. THE POLICY ALSO REQUIRES THE CHRONIC DISEASE FUND TO PAY AN INDIVIDUAL'S FINANCIAL ASSISTANCE DIRECTLY TO THE APPLICABLE PHARMACY OR PHYSICIAN WHENEVER ADMINISTRATIVELY FEASIBLE. HOWEVER, WHEN DIRECT PAYMENT TO SUCH PROVIDER IS NOT ADMINISTRATIVELY FEASIBLE, THE POLICY PERMITS THE CHRONIC DISEASE FUND TO REIMBURSE THE INDIVIDUAL UPON SUBMISSION OF ACCEPTABLE DOCUMENTATION THAT HE OR SHE HAS PAID THE PROVIDER DIRECTLY. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| 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 | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CLORINDA WALLEY | ||||||||||||||
| EXECUTIVE DIRECTOR, EX-OFF | $225,000 | $0 | $15,250 | $0 | $0 | $0 | $0 | $0 | $24,120 | $0 | $264,370 | $0 | $0 | $0 |
| CHARLES MOORMAN | ||||||||||||||
| IT DIRECTOR | $139,798 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $15,453 | $0 | $155,251 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE J PART III | FormAndLineReferenceDesc |
| Explanation | THE PROCESS BY WHICH THE CHRONIC DISEASE FUND APPROVES THE AMOUNT OF COMPENSATION PROVIDED TO ITS EXECUTIVE DIRECTOR, CLORINDA WALLEY, FOLLOWS THE GUIDANCE PROVIDED IN TREASURY REGULATIONS SECTION 53.4958-6, RELATED TO THE REBUTTABLE PRESUMPTION OF REASONABLENESS. AS SUCH, THE PROCESS BY WHICH THE CHRONIC DISEASE FUND BOARD OF DIRECTORS DETERMINES AND APPROVES THE APPROPRIATE AMOUNT OF COMPENSATION TO PROVIDE TO ITS EXECUTIVE DIRECTOR INCLUDES: (1) APPROVAL BY INDEPENDENT MEMBERS OF THE CHRONIC DISEASE FUND BOARD OF DIRECTORS PRIOR TO PAYMENT; (2) THE CONSIDERATION OF APPROPRIATE COMPARABILITY DATA IN DETERMINING THE TOTAL AMOUNT OF COMPENSATION TO BE PROVIDED TO THE EXECUTIVE DIRECTOR; AND (3) THE DOCUMENTATION OF ITS DECISION AND THE BASIS FOR ITS DECISION REGARDING THE AMOUNT OF COMPENSATION PROVIDED TO THE CHRONIC DISEASE FUND EXECUTIVE DIRECTOR. | ExplanationTxt |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE 2008 MICHAEL H BANIGAN FAMILY DELAWARE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship With Org | SEE SCHEDULE O | RelationshipWithOrgTxt |
| Loan Purpose | SEE SCHEDULE O | LoanPurposeTxt |
| Loan To Organization | Yes (X) | LoanToOrganizationInd |
| Original Principal | $47,250,000 | OriginalPrincipalAmt |
| Balance Due | $11,956,162 | BalanceDueAmt |
| Default | 0 | DefaultInd |
| Board Or Committee Approval | Yes (1) | BoardOrCommitteeApprovalInd |
| Written Agreement | Yes (1) | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $11,956,162 | TotalBalanceDueAmt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (4 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| FOURTH FLOOR REALTY | |||
| SEE SCHEDULE O | $99,666 | SEE SCHEDULE O | 0 |
| SONEXUS (FORMERLY CDF SERVICES) | |||
| SEE SCHEDULE O | $19,592,461 | SEE SCHEDULE O | 0 |
| THE 2008 MICHAEL H BANIGAN FAMILY DELAWARE TRUST | |||
| SEE SCHEDULE O | $12,000,000 | SEE SCHEDULE O | 0 |
| MICHAEL BANIGAN | |||
| SEE SCHEDULE O | $11,483 | SEE SCHEDULE O | 0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE CHRONIC DISEASE FUND FORM 990 IS PREPARED BY THE ORGANIZATION'S OUTSIDE ACCOUNTANT BASED ON DATA PROVIDED BY THE ORGANIZATION. THE PREPARED FORM 990 IS THEN REVIEWED THE ORGANIZATION'S LEADERSHIP AND THE ORGANIZATION'S LEGAL COUNSEL, VENABLE LLP. THEN A COPY OF THE PREPARED FORM 990 IS PROVIDED TO EACH MEMBER OF THE CHRONIC DISEASE FUND BOARD OF DIRECTORS PRIOR TO BEING FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CHRONIC DISEASE FUND HAS A CONFLICT OF INTEREST POLICY ("POLICY") COVERING MEMBER OF THE CHRONIC DISEASE FUND BOARD OF DIRECTORS, OFFICERS, AND KEY EMPLOYEES ("COVERED INDIVIDUALS"). PURSUANT TO THE POLICY, EACH COVERED INDIVIDUAL SHALL FILE WITH THE BOARD OF DIRECTORS A STATEMENT OF DISCLOSURE ON A FORM PROVIDED BY THE ORGANIZATION PRIOR TO THE COVERED INDIVIDUAL'S INITIAL ELECTION, APPOINTMENT, OR HIRING. ADDITIONALLY, EACH COVERED INDIVIDUAL IS REQUIRED TO FILE AN ANNUAL STATEMENT OF DISCLOSURE ANNUALLY. THE INITIAL AND ANNUAL STATEMENT OF DISCLOSURE REQUIRES COVERED INDIVIDUALS TO DISCLOSE ALL MATERIAL FACTS RELATING TO: (1) ALL ENTITIES IN WHICH THE COVERED INDIVIDUAL IS AN OFFICER, DIRECTOR, TRUSTEE, MEMBER, OR OWNER; (2) ANY CHRONIC DISEASE FUND TRANSACTIONS IN WHICH THE COVERED INDIVIDUAL MAY HAVE A CONFLICTING INTEREST; AND (3) ANY OTHER FACTS OR CIRCUMSTANCES THAT MIGHT CONSTITUTE A CONFLICT OF INTEREST, INCLUDING BUT NOT LIMITED TO: (A) ANY OUTSIDE EMPLOYMENT OR CONSULTING ACTIVITIES WHICH MAY RESULT IN A CONFLICT OF INTEREST; AND (B) ANY AFFILIATION WITH OTHER ENTITIES WHICH MAY CONSTITUTE A CONFLICT OF INTEREST. UPON DISCLOSURE OF AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST, INDEPENDENT MEMBERS OF THE BOARD OF DIRECTORS WILL MAKE A DETERMINATION AS TO WHETHER A CONFLICT OF INTERESTS EXISTS. IN SITUATIONS WHERE THE BOARD OF DIRECTORS DETERMINES THAT A CONFLICT OF INTEREST EXISTS WITH RESPECT TO A TRANSACTION, THE BOARD WILL DOCUMENT ITS DETERMINATION REGARDING THE EXISTENCE OF A CONFLICT OF INTEREST IN ITS MEETING MINUTES AND THE CONFLICTED INDIVIDUAL WILL BE REQUIRED TO RECUSE THEMSELVES FROM ALL DISCUSSIONS AND DECISIONS RELATED TO THE TRANSACTION. SUCH RECUSAL PROHIBITS THE PRESENCE AND PARTICIPATION OF THE CONFLICTED INDIVIDUAL IN ANY BOARD OR COMMITTEE DELIBERATIONS THE MATTER GIVING RISE TO THE CONFLICT OF INTEREST, PROHIBITS THE PRESENCE AND PARTICIPATION OF THE CONFLICTED INDIVIDUAL IN ANY VOTE ON THE MATTER GIVING RISE TO THE CONFLICT OF INTEREST, AND PROHIBITS THE CONFLICTED INDIVIDUAL FROM MAKING ANY OTHER ATTEMPT TO INFLUENCE THE DELIBERATION OR VOTE ON THE MATTER GIVING RISE TO THE CONFLICT OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE PROCESS BY WHICH THE CHRONIC DISEASE FUND APPROVES THE AMOUNT OF COMPENSATION PROVIDED TO ITS EXECUTIVE DIRECTOR, CLORINDA WALLEY, FOLLOWS THE GUIDANCE PROVIDED IN TREASURY REGULATIONS SECTION 53.4958-6, RELATED TO THE REBUTTABLE PRESUMPTION OF REASONABLENESS. AS SUCH, THE PROCESS BY WHICH THE CHRONIC DISEASE FUND BOARD OF DIRECTORS DETERMINES AND APPROVES THE APPROPRIATE AMOUNT OF COMPENSATION TO PROVIDE TO ITS EXECUTIVE DIRECTOR INCLUDES: (1) APPROVAL BY INDEPENDENT MEMBERS OF THE CHRONIC DISEASE FUND BOARD OF DIRECTORS PRIOR TO PAYMENT; (2) THE CONSIDERATION OF APPROPRIATE COMPARABILITY DATA IN DETERMINING THE TOTAL AMOUNT OF COMPENSATION TO BE PROVIDED TO THE EXECUTIVE DIRECTOR; AND (3) THE DOCUMENTATION OF ITS DECISION AND THE BASIS FOR ITS DECISION REGARDING THE AMOUNT OF COMPENSATION PROVIDED TO THE CHRONIC DISEASE FUND EXECUTIVE DIRECTOR. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE CHRONIC DISEASE FUND COMPLIES WITH THE PUBLIC INSPECTION REQUIREMENTS OF INTERNAL REVENUE CODE SECTION 6104 BY MAKING ITS FORM 1023, APPLICATION FOR RECOGNITION OF EXEMPTION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, DETERMINATION LETTER FROM THE IRS, AND ITS FORMS 990 FOR ITS THREE MOST RECENTLY COMPLETED TAX PERIODS AVAILABLE TO THE PUBLIC. HOWEVER, AS SECTION 6104 DOES NOT REQUIRE AN ORGANIZATION EXEMPT UNDER SECTION 501(C)(3) TO DISCLOSE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES, OR FINANCIAL STATEMENTS, THE CHRONIC DISEASE FUND HAS CHOSEN NOT TO MAKE SUCH INFORMATION AVAILABLE FOR PUBLIC INSPECTION. |
| FORM 990, PART X, LINE 34 | THE INFORMATION REPORTED IN PART X, LINE 34 DEMONSTRATES THAT IN 2014, THE CHRONIC DISEASE FUND NET ASSETS DECREASED BY MORE THAN 25%. ALTHOUGH THERE WAS A SIGNIFICANT REDUCTION IN THE ORGANIZATION'S NET ASSETS IN 2014, THE ORGANIZATION IS NOT REQUIRED TO COMPLETE SCHEDULE N BECAUSE THE DECREASED VALUE OF THE CHRONIC DISEASE FUND'S NET ASSETS WAS THE RESULT OF GRANTS AND OTHER ASSISTANCE MADE IN THE ORDINARY COURSE OF THE ORGANIZATION'S EXEMPT ACTIVITIES TO ACCOMPLISH ITS EXEMPT MISSION OF PROVIDING CO-PAY ASSISTANCE TO LOW AND MODERATE INCOME INDIVIDUALS SUFFERING FROM CHRONIC DISEASES. SPECIFICALLY, THE REDUCTION IN THE VALUE OF THE CHRONIC DISEASE FUND'S NET ASSETS WAS THE RESULT OF A SUBSTANTIAL DECREASE IN THE AMOUNT OF CHARITABLE CONTRIBUTIONS RECEIVED BY THE ORGANIZATION IN 2014 WITHOUT A CORRESPONDING REDUCTION IN THE AMOUNT OF GRANTS AND FINANCIAL ASSISTANCE THE THAT ORGANIZATION PROVIDED TO INDIVIDUALS SUFFERING FROM CHRONIC DISEASES, CANCER, OR OTHER LIFE-ALTERING CONDITIONS SO THAT SUCH INDIVIDUALS COULD AFFORD AND OBTAIN THE LIFE-SAVING OR LIFE-SUSTAINING FDA-APPROVED DRUGS NECESSARY FOR THE TREATMENT OF THEIR CONDITION. |
| SCHEDULE L PART II ADDITIONAL EXPLANATION | NAME OF PERSON: THE MICHAEL H. BANIGAN FAMILY DELAWARE TRUST RELATIONSHIP: THE 2008 MICHAEL H. BANIGAN FAMILY DELAWARE TRUST IS AN INTERESTED PERSON BECAUSE IT IS CONTROLLED BY MICHAEL BANIGAN WHO FORMERLY SERVED AS THE CHAIR AND SECRETARY OF THE CHRONIC DISEASE FUND BOARD OF DIRECTORS. AS OF DECEMBER 2013, MICHAEL BANIGAN HAS NOT HELD ANY POSITION WITHIN CHRONIC DISEASE FUND AND HAS RECEIVED NO COMPENSATION FOR THE PERFORMANCE OF SERVICES TO THE ORGANIZATION. DESCRIPTION OF TRANSACTION: THE CHRONIC DISEASE FUND'S TRANSACTION WITH THE 2008 MICHAEL H. BANIGAN FAMILY DELAWARE TRUST RELATES TO A NOTE PAYABLE RESULTING FROM THE CHRONIC DISEASE FUND'S PURCHASE OF DISEASETRAK, A CORPORATION FORMERLY OWNED BY MICHAEL BANIGAN. AS NOTED IN THE BOARD OF DIRECTOR MEETING MINUTES, THE PURCHASE OF DISEASETRAK WAS APPROVED BY INDEPENDENT MEMBERS OF THE CHRONIC DISEASE FUND BOARD OF DIRECTORS PRIOR TO THE TRANSACTION AND THE AMOUNT OF THE PURCHASE PRICE OF DISEASETRAK WAS DETERMINED AFTER OBTAINING AND REVIEWING APPROPRIATE DATA REGARDING THE VALUE OF DISEASETRAK. |
| SCHEDULE L PART IV ADDITIONAL EXPLANATION | NAME OF PERSON: FOURTH FLOOR REALTY RELATIONSHIP: FOURTH FLOOR REALTY IS AN INTERESTED PERSON BECAUSE IT IS CONTROLLED BY MICHAEL BANIGAN WHO FORMERLY SERVED AS THE CHAIR AND SECRETARY OF THE CHRONIC DISEASE FUND BOARD OF DIRECTORS. AS OF DECEMBER 2013, MICHAEL BANIGAN HAS NOT HELD ANY POSITION WITHIN CHRONIC DISEASE FUND AND HAS RECEIVED NO COMPENSATION FOR THE PERFORMANCE OF SERVICES TO THE ORGANIZATION. DESCRIPTION OF THE TRANSACTION: THIS TRANSACTION RELATES TO AMOUNTS PAID TO FOURTH FLOOR REALTY FOR RENT, UTILITIES, ADMINISTRATIVE SUPPORT, AND SHARED SERVICES. |
| SCHEDULE L PART IV ADDITIONAL EXPLANATION | NAME OF PERSON: SONEXUS (FORMERLY CDF SERVICES) RELATIONSHIP: SONEXUS WAS AN INTERESTED PERSON BECAUSE IT WAS CONTROLLED BY MICHAEL BANIGAN WHO FORMERLY SERVED AS THE CHAIR AND SECRETARY OF THE CHRONIC DISEASE FUND BOARD OF DIRECTORS. AS OF DECEMBER 2013, MICHAEL BANIGAN HAS NOT HELD ANY POSITION WITHIN CHRONIC DISEASE FUND AND HAS RECEIVED NO COMPENSATION FOR THE PERFORMANCE OF SERVICES TO THE ORGANIZATION. DESCRIPTION OF THE TRANSACTION: THIS TRANSACTION RELATES PASS THROUGH PAYMENTS RELATED TO CO-PAY ASSISTANCE. |
| SCHEDULE L PART IV ADDITIONAL EXPLANATION | NAME OF PERSON: THE MICHAEL H. BANIGAN FAMILY DELAWARE TRUST RELATIONSHIP: THE 2008 MICHAEL H. BANIGAN FAMILY DELAWARE TRUST IS AN INTERESTED PERSON BECAUSE IT IS CONTROLLED BY MICHAEL BANIGAN WHO FORMERLY SERVED AS THE CHAIR AND SECRETARY OF THE CHRONIC DISEASE FUND BOARD OF DIRECTORS. AS OF DECEMBER 2013, MICHAEL BANIGAN HAS NOT HELD ANY POSITION WITHIN CHRONIC DISEASE FUND AND HAS RECEIVED NO COMPENSATION FOR THE PERFORMANCE OF SERVICES TO THE ORGANIZATION. DESCRIPTION OF THE TRANSACTION: THE CHRONIC DISEASE FUND'S TRANSACTION WITH THE 2008 MICHAEL H. BANIGAN FAMILY DELAWARE TRUST RELATES TO A NOTE PAYABLE RESULTING FROM THE CHRONIC DISEASE FUND'S PURCHASE OF DISEASETRAK, A CORPORATION FORMERLY OWNED BY MICHAEL BANIGAN. AS NOTED IN THE BOARD OF DIRECTOR MEETING MINUTES, THE PURCHASE OF DISEASETRAK WAS APPROVED BY INDEPENDENT MEMBERS OF THE CHRONIC DISEASE FUND BOARD OF DIRECTORS PRIOR TO THE TRANSACTION AND THE AMOUNT OF THE PURCHASE PRICE OF DISEASETRAK WAS DETERMINED AFTER OBTAINING AND REVIEWING APPROPRIATE DATA REGARDING THE VALUE OF DISEASETRAK. |
| SCHEDULE L PART IV ADDITIONAL EXPLANATION | NAME OF PERSON: MICHAEL BANIGAN RELATIONSHIP: MICHAEL BANIGAN IS AN INTERESTED PERSON BECAUSE HE FORMERLY SERVED AS THE CHAIR AND SECRETARY OF THE CHRONIC DISEASE FUND BOARD OF DIRECTORS. AS OF DECEMBER 2013, MICHAEL BANIGAN HAS NOT HELD ANY POSITION WITHIN CHRONIC DISEASE FUND AND HAS RECEIVED NO COMPENSATION FOR THE PERFORMANCE OF SERVICES TO THE ORGANIZATION. DESCRIPTION OF THE TRANSACTION: THIS TRANSACTION RELATES TO AMOUNTS PAID AS THE REIMBURSEMENT OF EXPENSES INCURRED BY MICHAEL BANIGAN WHILE SERVING AS AN OFFICER AND DIRECTOR OF THE CHRONIC DISEASE FUND. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CDFRX | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6900 N DALLAS PARKWAY STE 125 | AddressLine1Txt |
| City | PLANO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 273307023 | EIN |
| Primary Activities | PASS-THRU PAYMENTS RELATED TO CO-PAYMENT ASSISTANCE | PrimaryActivitiesTxt |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Entity Type | C | EntityTypeTxt |
| 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 | 0 | 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 | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |