2014-02-10T11:32:27-06:00 2013-09-30 231144520 TAIT WELLER & BAKER LLP 1818 MARKET STREET SUITE 2400 PHILADELPHIA PA 19103 990 2012-10-01 521322317 HELPHOPELIVE INC HELP 8006428399 TWO RADNOR CORPORATE CTR 100 MATSONFORD RD NO 100 RADNOR PA 19087 ARTHUR H RAINEY 8006428399 2014-02-10 1 STACY CULLEN P00974308 2159798800 2014-01-29 2012 2015-11-30 17:44:51Z ARTHUR H RAINEY TWO RADNOR CORPORATE CTR 100 MATSONFORD RD RADNOR PA 19087 43357165 0 X WWW.HELPHOPELIVE.ORG X 1983 DE COMMUNITY BASED FUNDRAISING FOR UNINSURED MEDICAL EXPENSES. 16 16 24 6500 0 0 8595668 9081587 0 0 509983 1790081 0 -3096 9105651 10868572 6454187 6465317 0 0 1009502 1037017 0 0 601957 869422 896532 8333111 8398866 772540 2469706 16577618 18852150 58510 63845 16519108 18788305 HELPHOPELIVE ENGAGES COMMUNITIES TO ORGANIZE, LAUNCH AND SUSTAIN FUNDRAISING CAMPAIGNS FOR UNINSURED MEDICAL EXPENSES RELATED TO TRANSPLANT AND CATASTROPHIC INJURY AND ILLNESS. 0 0 6465317 6465317 APPROXIMATELY 1,306 TRANSPLANT AND CATASTROPHIC INJURY CLIENTS WERE ASSISTED WITH UNINSURED MEDICALLY RELATED EXPENSES,INCLUDING PHYSICIAN FEES, HOSPITAL CHARGES, HOME HEALTH CARE EXPENSES, MEDICAL INSURANCE, MEDICATIONS, SUBSISTENCE,ACCESSIBLE TRANSPORTATION, FUNERAL EXPENSES, ACCESSIBLE HOME MODIFICATIONS, RELOCATION EXPENSES, EXTENDED REHABILITATION AND MEDICAL EQUIPMENT. WE PROVIDE THE CONSULTATION NEEDED TO RAISE FUNDS TO BRIDGE THE GAP BETWEEN WHAT INSURANCE PAYS AND WHAT IS NEEDED TO HEAL, LIVE AND THRIVE. 553671 FUNDRAISING GUIDANCE (INCLUDING NETWORK IDENTFICATION,EVENTS,PUBLIC RELATIONS,ONLINE FUNDRAISING), COUNSELING INFORMATION AND RESOURCES PROVIDED TO OVER 1,693 TRANSPLANT & CATASTROPHIC INJURY CLIENTS. HELPHOPELIVE EDUCATES AND GUIDES COMMUNITIES HOW TO FUNDRAISE. HELPHOPELIVES ALSO PROVIDES SUPPORT AND COUNSELING TO CLIENTS AND THEIR FAMILIES REGARDING RESOURCES TO HELP LIVE AND THRIVE INDEPENDENTLY. HELPHOPELIVE HELPS CLIENTS AFFORD THE MEDICAL CARE THEY NEED BUT CAN NOT PAY FOR. 245755 PUBLIC EDUCATION PROVIDED NATIONWIDE THROUGH THE DISTRIBUTION OF ELECTRONIC NEWSLETTERS AND ANNUAL REPORTS TO CLIENTS AND PROFESSIONALS. EDUCATION PROVIDED REGARDING ORGAN, TISSUE, AND MARROW DONATION THROUGH ORGAN DONOR CARDS AND FACT SHEETS DISTRIBUTED AT CLIENT FUNDRAISERS. HELPHOPELIVE ALSO EDUCATES REGARDING ITS SERVICES THROUGH ELECTRONIC PORTALS INCLUDING THE HELPHOPELIVE WEBSITE, FACEBOOK, TWITTER, YOUTUBE, AS WELL AS THROUGH PARTICIPATION IN VARIOUS FORUMS AND LIST SERVICES. FINALLY, HELPHOPELIVE EDUCATES THROUGH ON-SITE AND WEB-BASED PRESENTATIONS BY THE EXECUTIVE DIRECTOR AND STAFF INCLUDING ATTENDANCE AT CONFERENCES. 7264743 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 0 1 0 1 0 0 0 1 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 98 0 1 24 1 0 0 0 0 0 1 1 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AZ CA CO CT DE DC FL GA IL KS KY MD MA MI MN MO NH NJ NM NY NC ND OH OK OR PA SC TN VA WA WV WI AL AK MS RI UT ME NE X X SUSAN MURRAY 8006428399 TWO RADNOR CORPORATE CENTER 100 RADNOR PA 19087 ARTHUR H RAINEY ESQ 1.00 X X 0 0 0 JOHN GEARY 1.00 X X 0 0 0 FRED KAUFFMAN MD 1.00 X X 0 0 0 THOMAS N CARR CPA 1.00 X X 0 0 0 CHRISTINE MARKEL CANTER 1.00 X 0 0 0 RON SIGGS 1.00 X 0 0 0 KENNETH HILL 1.00 X 0 0 0 ELIZABETH D SHORE MSW CSW 1.00 X 0 0 0 MARTIN SCHWEITER 1.00 X 0 0 0 JAMES MADDEN 1.00 X 0 0 0 MARIE LOGUE 1.00 X 0 0 0 LAUREN DEBRUICKER ESQ 1.00 X 0 0 0 NICK RYDER 1.00 X 0 0 0 HEATHER K MOORE 1.00 X 0 0 0 BETTY PETTINE 1.00 X 0 0 0 JASON RUBIN 1.00 X 0 0 0 LYNNE COUGHLIN SAMSON ESQUIRE 40.00 X 104042 0 3299 SUSAN MURRAY CPA 32.00 X 87539 0 0 191581 0 3299 1 0 0 0 0 9913 69273 9002401 241871 9081587 435656 435656 33828522 32474097 1354425 1354425 1354425 11400 69273 14496 -3096 -3096 10868572 0 0 1786985 6390958 6390958 74359 74359 221811 79388 97929 44494 708549 478663 134167 95719 18888 11498 5217 2173 87769 52662 21942 13165 2500 2500 15000 15000 109655 109655 6121 6121 29390 17321 12069 82206 52067 16731 13408 52131 18246 15639 18246 65553 65553 31234 24987 6247 50462 27754 20185 2523 8745 8745 PATIENT FUNDRAISING EXP 355746 355746 BANK AND FINANCIAL FEES 74392 36018 7439 30935 MISCELLANEOUS 7161 822 5343 996 STATE REGISTRATIONS 6236 6236 8398866 7264743 532166 601957 X 1668182 1817342 0 5843 342047 233937 4488 108110 14888251 16901477 16697 19378 16577618 18852150 58510 63845 58510 63845 X 2157767 3111734 14361341 15676571 16519108 18788305 16577618 18852150 2469706 -200509 0 X X 0 1 X 1 0 X 7254420 8519286 8777681 8595668 9081587 42228642 7254420 8519286 8777681 8595668 9081587 42228642 42228642 340597 412927 512852 564846 435656 2266878 44495520 11400 0.94910 0.94830 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1069 1069 0 340978 232868 108110 108110 X 10558408 -200509 -200509 10758917 109655 109655 10868572 8289211 0 8289211 109655 109655 8398866 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: MANAGEMENT HAS REVIEWED THE TAX POSITIONS THAT WERE TAKEN FOR EACH OF THE OPEN TAX YEARS (2010-2012) AND EXPECTED TO BE TAKEN IN THE ORGANIZATION'S 2013 TAX RETURN AND HAS CONCLUDED THAT THERE ARE NO SIGNIFICANT UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS. 1 EAST ASIA AND THE PACIFIC 0 0 GRANTS TO RECIPIENTS 20325 NORTH AMERICA 0 0 GRANTS TO RECIPIENTS 35000 CENTRAL AMERICA AND THE CARIBBEAN 0 0 GRANTS TO RECIPIENTS 19034 0 0 0 0 0 0 74359 0 74359 MEDICAL ASSISTANCE EAST ASIA 1 20325 WIRE TRANSFER MEDICAL ASSISTANCE CENTRAL AMERICA AND THE CARIBBEAN 2 19034 WIRE TRANSFER MEDICAL ASSISTANCE NORTH AMERICA 1 35000 WIRE TRANSFER 0 0 0 0 0 0 PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.: SCHEDULE F, PART I, LINE 2: CLIENTS APPLY FOR MEDICAL ASSISTANCE GRANTS FOR UNINSURED MEDICALLY RELATED TRANSPLANT AND CATASTROPHIC INJURY RELATED EXPENSES. GRANTS ARE GIVEN BASED ON AN APPLICATION DEMONSTRATING MEDICAL AND FINANCIAL NEED. UPON APPROVAL, A CLIENT SUBMITS A REQUEST FOR MEDICAL ASSISTANCE ALONG WITH PROPER DOCUMENTATION FROM THE MEDICAL FACILITY THEY ARE SEEKING TREATMENT. PAYMENTS ARE MADE IN THE FORM OF CASHIER CHECKS OR WIRE TRANSFER PAYABLE TO THE MEDICAL FACILITY PROVIDING THE MEDICAL SERVICES. HELPHOPELIVEITUP 80673 69273 11400 1000 500 12293 80673 69273 11400 1000 500 12293 13793 -2393 1 ASSISTANCE FOR MEDICALLY RELATED EXPENSES 1226 6390958 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: PATIENTS APPLY FOR MEDICAL ASSISTANCE GRANTS FOR UNINSURED MEDICALLY RELATED TRANSPLANT AND CATASTROPHIC INJURY OR ILLNESS RELATED EXPENSES. GRANTS ARE GIVEN BASED ON AN APPLICATION DEMONSTRATING MEDICAL AND FINANCIAL NEED. UPON APPROVAL A PATIENT SUBMITS A REQUEST FOR ASSISTANCE WITH PROPER DOCUMENTATION OF EXPENSES INCURRED. A LARGE PERCENTAGE OF THESE GRANTS ARE PAID DIRECTLY TO THE MEDICAL FACILITY OR SERVICE PROVIDER. CATHERINE SAMSON STEP-DAUGHTER OF EXECUTIVE DIR. 33847 MEDICAL ASSISTANCE GRANTS LOGAN SCHWEITER SON OF BOARD MEMBER 146483 MEDICAL ASSISTANCE GRANTS LOGAN SCHWEITER SON OF BOARD MEMBER 107276 PATIENT FUNDRAISING ASSISTANCE JEFF HARRIS SON OF FINANCE COMMITTEE MEMBER 5382 MEDICAL ASSISTANCE GRANTS SCHEDULE L, PART III THE REQUESTS FOR THESE GRANTS ARE REVIEWED AND APPROVED BY THE CHIEF FINANCIAL OFFICER AND OTHER FINANCIAL STAFF AS WELL AS APPROVED BY A SUB-COMMITTEE OF NON-INTERESTED BOARD MEMBERS. X 17 223171 FAIR MARKET VALUE X 10000 X SILENT AUCTION ITEMS 45 8700 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE DRAFT 990 IS PRESENTED TO ALL MEMBERS OF THE FINANCE COMMITTEE FOR REVIEW IN ADVANCE OF THE FINANCE COMMITTEE MEETING. ONCE THE FINANCE COMMITTEE HAS REVIEWED THE FORM 990 AND ALL MEMBERS ARE SATISFIED, THEY VOTE ON WHETHER TO APPROVE IT OR NOT. ONCE APPROVED, THE FORM IS PRESENTED TO THE FULL BOARD FOR APPROVAL WITH THE FINANCE COMMITTEE'S RECOMMENDATION. THE APPROVED FORM 990 IS THEN FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST STATEMENT IS SIGNED BY EACH BOARD MEMBER AT THE FIRST BOARD MEETING OF THE FISCAL YEAR. THE EXECUTIVE DIRECTOR AND CHIEF FINANCIAL OFFICER ARE RESPONSIBLE FOR ALL OPERATING AGREEMENTS AND ATTEMPT TO AVOID AGREEMENTS THAT MAY LEAD TO A CONFLICT OF INTEREST. IF A CONFLICT WILL EXIST, THEY WILL GET PRIOR BOARD APPROVAL TO ENTER INTO A CONTRACT WITH A RELATED PARTY. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE DIRECTOR IS EVALUATED BY THE EXECUTIVE COMMITTEE OF THE BOARD. THEIR COMPENSATION RECOMMENDATIONS ARE BASED ON COMPARABLE SALARY DATA AND THEN PRESENTED TO THE FULL BOARD FOR APPROVAL. THE EXECUTIVE DIRECTOR AND SENIOR STAFF CONDUCT ALL EMPLOYEE EVALUATIONS ON AN ANNUAL BASIS WITH SALARY ADJUSTMENTS BASED ON VERIFIABLE COMPARABLE SALARY DATA AND THE CURRENT ECONOMIC CONDITION OF THE ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 18 FORM 990 IS POSTED ON THE WEBSITE. FORM 1023 WOULD BE AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS ARE POSTED ON THE WEB SITE. THE CONFLICT OF INTEREST POLICIES WOULD BE MADE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 2C THE FINANCE COMMITTEE HAS OVERSIGHT OF THE AUDITED FINANCIAL STATEMENTS. THE FINANCE COMMITTEE RECEIVES THE DRAFT OF THE AUDIT, REVIEWS IT, RESOLVES ANY QUESTIONS OR CONCERNS REGARDING IT AND MOTIONS TO APPROVE IT. IT IS THEN PRESENTED TO THE FULL BOARD FOR APPROVAL BASED ON THE FINANCE COMMITTEE'S RECOMMENDATION.