ARTHRITIS NATIONAL RESEARCH FOUNDATION: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ARTHRITIS NATIONAL RESEARCH FOUNDATION (EIN 95-6043953)
- Tax period
- 2024-04-01 to 2025-03-31
- Filed
- 2025-10-29
- IRS object ID
- 202523029349301897
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-29T15:26:30-05:00 | ReturnTs |
| Tax Period End | 2025-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 330310569 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HASKELL & WHITE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 SPECTRUM CENTER DR STE 300 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92618 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 956043953 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARTHRITIS NATIONAL RESEARCH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ARTH | BusinessNameControlTxt |
| Phone | 8005882873 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5319 UNIVERSITY DRIVE 10022 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92612 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EMILY BOYD STORMOEN | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 8005882873 | PhoneNum |
| Signature | 2025-10-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAUL LOUIS | PreparerPersonNm |
| PTIN | P03303315 | PTIN |
| Phone | 9494506200 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | EMILY BOYD STORMOEN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5319 UNIVERSITY DRIVE 10022 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92612 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,670,985 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CUREARTHRITIS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1952 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE INITIAL RESEARCH FUNDING TO BRILLIANT, INVESTIGATIVE SCIENTISTS WITH NEW IDEAS TO CURE ARTHRITIS AND RELATED AUTOIMMUNE DISEASES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 10 | TotalEmployeeCnt |
| Total Volunteers | 55 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,012,868 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,131,285 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $830,988 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,509,739 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $20,991 | CYOtherRevenueAmt |
| PY Total Revenue | $3,843,856 | PYTotalRevenueAmt |
| CY Total Revenue | $4,662,015 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,375,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,137,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $983,625 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,137,810 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $20,568 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $267,716 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $636,956 | PYOtherExpensesAmt |
| CY Other Expenses | $538,106 | CYOtherExpensesAmt |
| PY Total Expenses | $3,995,581 | PYTotalExpensesAmt |
| CY Total Expenses | $3,833,484 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$151,725 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $828,531 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $10,199,224 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,194,689 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $234,815 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $197,991 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $9,964,409 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $9,996,698 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE INITIAL RESEARCH FUNDING TO BRILLIANT, INVESTIGATIVE SCIENTISTS WITH NEW IDEAS TO CURE ARTHRITIS AND RELATED AUTOIMMUNE DISEASES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,721,265 | ExpenseAmt |
| Grant | $2,137,000 | GrantAmt |
| Desc | EACH YEAR, ARTHRITIS RESEARCH GRANTS ARE AWARDED TO INDEPENDENT MD AND/OR PHD SCIENTISTS AT UNAFFILIATED RESEARCH FACILITIES AND UNIVERSITIES ACROSS THE COUNTRY. THE ARTHRITIS NATIONAL RESEARCH FOUNDATION (THE "FOUNDATION") SCIENTIFIC ADVISORY BOARD PERFORMS A NIH-LEVEL REVIEW OF ALL APPLICATIONS, RANKING THE PROPOSALS AS TO THE EXCELLENCE OF THE SCIENCE, OPPORTUNITY TO MAKE A BREAK-THROUGH DISCOVERY AND THE QUALITY OF THE INVESTIGATOR AWARDEES, WHO RECEIVE A MAXIMUM GRANT OF $125,000. APPLICANTS MUST PROVIDE PROGRESS AND FINAL REPORTS OF THEIR WORK, INCLUDING PUBLICATIONS IN SCIENTIFIC JOURNALS AND PRESENTATIONS AT SCIENTIFIC MEETINGS. IF PROGRESS IS DEEMED SIGNIFICANT IN THE FIRST YEAR, AWARDEES MAY APPLY FOR AND EARN A SECOND YEAR OF SUPPORT. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $516,929 | ExpenseAmt |
| Desc | THE FOUNDATION HAS VARIOUS PROGRAMS TO RAISE AWARENESS WITHIN THE GENERAL PUBLIC, THOSE SUFFERING WITH ARTHRITIS AND THE MEDICAL/SCIENTIFIC RESEARCH COMMUNITIES ABOUT THE IMPORTANCE OF AND NEED FOR ARTHRITIS RESEARCH FOR DEVELOPING A CURE AND MORE EFFECTIVE TREATMENTS. ALSO PART OF THE EDUCATION COMPONENT IS RAISING AWARENESS OF THE PREVALENCE OF ARTHRITIS AND RELATED AUTOIMMUNE, THE FACT THAT CHILDREN GET ARTHRITIS AND THE CURRENT WORK BEING DONE IN THE FIELD OF ARTHRITIS RESEARCH. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $3,238,194 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | 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 | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 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 | 11 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 10 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | 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 | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TX | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SVETA PATEL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8005882873 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5319 UNIVERSITY DRIVE 10022 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92612 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| EMILY STORMOEN | |||||||
| CEO | 40.00 | Yes (X) | $273,556 | $0 | $25,142 | ||
| ASHLEY BARROW | |||||||
| DIRECTOR OF INDIVIDUAL GIVING | 40.00 | $110,837 | $0 | $6,986 | Yes (X) | ||
| JENNIFER DUNNE | |||||||
| DIRECTOR OF MARKETING & COMMUNICATIONS | 40.00 | $131,072 | $0 | $12,903 | Yes (X) | ||
| KALEN YOUNG | |||||||
| VP OF DEVELOPMENT | 40.00 | $107,629 | $0 | $5,290 | Yes (X) | ||
| RICH SALTER | |||||||
| CHAIR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| KELLI MATTHEWS | |||||||
| VICE CHAIR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| THERESA HANSEN | |||||||
| SECRETARY | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| VES VAFADARI | |||||||
| TREASURER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| JEFFREY BATES | |||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| HARRIS PERLMAN | |||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| TIM NIEWOLD | |||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| STACI STRINGER | |||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| RICH NARIDO | |||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| ANGELA BOYD | |||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| BRIAN SOUZA | |||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| JEAN LIEW | |||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| RENUKA NAYAK | |||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $623,094 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $50,321 | 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 |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $3,131,285 | AllOtherContributionsAmt |
| Total Contributions | $3,131,285 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $196,452 | TotalRevenueColumnAmt |
| Exclusion | $196,452 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,322,257 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,008,970 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,313,287 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,313,287 | TotalRevenueColumnAmt |
| Exclusion | $1,313,287 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REFUND OF RESEARCH GRANTS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $20,991 | TotalRevenueColumnAmt |
| Exclusion | $20,991 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $20,991 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,662,015 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,530,730 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,137,000 | TotalAmt |
| Program Services | $2,137,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $329,423 | TotalAmt |
| Program Services | $263,537 | ProgramServicesAmt |
| Management And General | $32,943 | ManagementAndGeneralAmt |
| Fundraising | $32,943 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $703,353 | TotalAmt |
| Program Services | $421,417 | ProgramServicesAmt |
| Management And General | $122,450 | ManagementAndGeneralAmt |
| Fundraising | $159,486 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,684 | TotalAmt |
| Program Services | $4,371 | ProgramServicesAmt |
| Management And General | $1,808 | ManagementAndGeneralAmt |
| Fundraising | $505 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,829 | TotalAmt |
| Program Services | $19,095 | ProgramServicesAmt |
| Management And General | $9,367 | ManagementAndGeneralAmt |
| Fundraising | $9,367 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,521 | TotalAmt |
| Program Services | $39,944 | ProgramServicesAmt |
| Management And General | $9,078 | ManagementAndGeneralAmt |
| Fundraising | $11,499 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,660 | TotalAmt |
| Management And General | $1,660 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,518 | TotalAmt |
| Management And General | $31,518 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,568 | TotalAmt |
| Fundraising | $20,568 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,833 | TotalAmt |
| Management And General | $31,833 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,295 | TotalAmt |
| Program Services | $38,957 | ProgramServicesAmt |
| Management And General | $19,330 | ManagementAndGeneralAmt |
| Fundraising | $1,008 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,933 | TotalAmt |
| Program Services | $44,433 | ProgramServicesAmt |
| Management And General | $10,650 | ManagementAndGeneralAmt |
| Fundraising | $5,850 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,004 | TotalAmt |
| Program Services | $51,204 | ProgramServicesAmt |
| Management And General | $6,400 | ManagementAndGeneralAmt |
| Fundraising | $6,400 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,740 | TotalAmt |
| Program Services | $18,802 | ProgramServicesAmt |
| Management And General | $1,464 | ManagementAndGeneralAmt |
| Fundraising | $2,474 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,763 | TotalAmt |
| Program Services | $43,929 | ProgramServicesAmt |
| Management And General | $1,655 | ManagementAndGeneralAmt |
| Fundraising | $2,179 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,308 | TotalAmt |
| Management And General | $11,308 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,470 | TotalAmt |
| Program Services | $29,976 | ProgramServicesAmt |
| Management And General | $3,747 | ManagementAndGeneralAmt |
| Fundraising | $3,747 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| COMMUNICATION AND OUTRE | $51,584 | $41,422 | $4,947 | $5,215 |
| RESEARCH COMMUNICATION | $49,411 | $44,470 | $4,941 | |
| MISCELLANEOUS | $15,827 | $5,273 | $10,216 | $338 |
| PRINTING | $14,906 | $10,952 | $767 | $3,187 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,854 | TotalAmt |
| Program Services | $23,412 | ProgramServicesAmt |
| Management And General | $11,492 | ManagementAndGeneralAmt |
| Fundraising | $2,950 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,833,484 | TotalAmt |
| Program Services | $3,238,194 | ProgramServicesAmt |
| Management And General | $327,574 | ManagementAndGeneralAmt |
| Fundraising | $267,716 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $151,793 | BOYAmt |
| EOY | $223,732 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $117,242 | BOYAmt |
| EOY | $77,118 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $196,356 | BOYAmt |
| EOY | $1,029,650 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,366 | BOYAmt |
| EOY | $32,166 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $45,205 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $42,266 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,247 | BOYAmt |
| EOY | $2,939 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,609,158 | BOYAmt |
| EOY | $8,812,742 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,062 | BOYAmt |
| EOY | $16,342 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,199,224 | BOYAmt |
| EOY | $10,194,689 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $155,260 | BOYAmt |
| EOY | $186,281 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,555 | BOYAmt |
| EOY | $11,710 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $234,815 | BOYAmt |
| EOY | $197,991 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,765,419 | BOYAmt |
| EOY | $9,644,041 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $198,990 | BOYAmt |
| EOY | $352,657 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,964,409 | BOYAmt |
| EOY | $9,996,698 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,199,224 | BOYAmt |
| EOY | $10,194,689 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $828,531 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$796,242 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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 | $1,268,973 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,969,125 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,344,273 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,012,868 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,131,285 | CurrentTaxYearAmt |
| Total | $12,726,524 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,268,973 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,969,125 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,344,273 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,012,868 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,131,285 | CurrentTaxYearAmt |
| Total | $12,726,524 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,676,433 | SubstantialContributorsTotAmt |
| Public Support Total170 | $11,050,091 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $147,002 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $141,280 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $275,292 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $182,043 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $196,452 | CurrentTaxYearAmt |
| Total | $942,069 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $42,704 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $50 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,698 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $20,991 | CurrentTaxYearAmt |
| Total | $76,443 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $13,745,036 | TotalSupportAmt |
| Public Support CY170 | 0.80390 | PublicSupportCY170Pct |
| Public Support PY170 | 0.76790 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,601 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,074 | DepreciationAmt |
| Book Value | $1,527 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,943 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,182 | DepreciationAmt |
| Book Value | $761 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $31,661 | OtherCostOrOtherBasisAmt |
| Depreciation | $31,010 | DepreciationAmt |
| Book Value | $651 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,939 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OPERATING LEASE | Desc |
| Amt | $11,710 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $11,710 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,922,428 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$796,242 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $109,479 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | -$686,763 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,609,191 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $31,833 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $20,991 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $52,824 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,662,015 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,890,139 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $109,479 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $109,479 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,780,660 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $31,833 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $20,991 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $52,824 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,833,484 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE FOUNDATION IS A QUALIFIED ORGANIZATION EXEMPT FROM FEDERAL INCOME AND STATE FRANCHISE TAXES UNDER 501(C)(3) OF THE INTERNAL REVENUE CODE AND 23701D OF THE CALIFORNIA REVENUE AND TAXATION CODE, RESPECTIVELY. ACCORDINGLY, THE FOUNDATION IS EXEMPT FROM FEDERAL AND CALIFORNIA INCOME TAXES AND IS NOT LIABLE FOR FEDERAL UNEMPLOYMENT TAXES. U.S. GAAP REQUIRES MANAGEMENT TO EVALUATE THE TAX POSITIONS TAKEN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE FOUNDATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE-LIKELY-THAN-NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. MANAGEMENT EVALUATED THE FOUNDATION'S TAX POSITIONS AND CONCLUDED THAT IT MAINTAINED ITS TAX-EXEMPT STATUS AND HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE ADJUSTMENTS TO THE FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR UNKNOWN INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. THE FOUNDATION'S TAX RETURNS ARE SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES. HOWEVER, THERE ARE NO EXAMINATIONS IN PROGRESS NOR ARE THERE ANY PENDING. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | REFUND OF RESEARCH GRANTS 20,991. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | REFUND OF RESEARCH GRANTS 20,991. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Agrmt Prof Fundraising Acty | 0 | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHILANTHROPY EXPERT LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 100644 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80250 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | FACILITATING DONOR COMMUNICATIONS AND FUNDING EFFORTS | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $18,543 | RetainedByContractorAmt |
| Net To Organization | -$18,543 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $18,543 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$18,543 | TotalNetToOrganizationAmt |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | TX | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | NY | 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 | PAYMENTS WERE FOR CONSULTING SERVICES. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (15 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| BOSTON CHILDREN'S HOSPITAL | ||||||||
| 300 LONGWOOD AVENUE | BOSTON | MA | 02241 | 042774441 | 501(C)(3) | $375,000 | $0 | TO SUPPORT MEDICAL RESEARCH STUDY |
| NEW YORK UNIVERSITY GROSSMAN SCHOOL OF MEDICINE | ||||||||
| ONE PARK AVENUE 6TH FLOOR | NEW YORK | NY | 10016 | 135562308 | 501(C)(3) | $125,000 | $0 | TO SUPPORT MEDICAL RESEARCH STUDY |
| THE FEINSTEIN INSTITUTES FOR MEDICAL RESEARCH | ||||||||
| 350 COMMUNITY DRIVE | MANHASSET | NY | 11030 | 112673595 | 501(C)(3) | $125,000 | $0 | TO SUPPORT MEDICAL RESEARCH STUDY |
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA | ||||||||
| 490 ILLINOIS STREET 4TH FLOOR | SAN FRANCISCO | CA | 94143 | 946036493 | 501(C)(3) | $125,000 | $0 | TO SUPPORT MEDICAL RESEARCH STUDY |
| UNIVERSITY OF COLORADO DENVER AMC AND DC | ||||||||
| 500 13001 E 17TH PLACE RM W1124 | AURORA | CO | 80045 | 846000555 | 501(C)(3) | $125,000 | $0 | TO SUPPORT MEDICAL RESEARCH STUDY |
| WASHINGTON UNIVERSITY IN STLOUIS | ||||||||
| ONE BROOKINGS DRIVE | ST LOUIS | MO | 63130 | 430653611 | 501(C)(3) | $250,000 | $0 | TO SUPPORT MEDICAL RESEARCH STUDY |
| WEILL MEDICAL COLLEGE OF CORNELL UNIVERSITY | ||||||||
| 1300 YORK AVE | NEW YORK | NY | 10065 | 131623978 | 501(C)(3) | $125,000 | $0 | TO SUPPORT MEDICAL RESEARCH STUDY |
| YALE UNIVERSITY SCHOOL OF MEDICINE | ||||||||
| 47 COLLEGE STREETSUITE 203 | NEW HAVEN | CT | 06520 | 060646973 | 501(C)(3) | $125,000 | $0 | TO SUPPORT MEDICAL RESEARCH STUDY |
| SLOAN-KETTERING INSTITUTE FOR CANCER RESEARCH | ||||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | 131624182 | 501(C)(3) | $125,000 | $0 | TO SUPPORT MEDICAL RESEARCH STUDY |
| THE REGENTS OF THE UNIVERSITY OF MICHIGAN | ||||||||
| 3003 S STATE STREET | ANN ARBOR | MI | 48109 | 386006309 | 501(C)(3) | $125,000 | $0 | TO SUPPORT MEDICAL RESEARCH STUDY |
| UNIVERSITY OF PITTSBURGH | ||||||||
| 3420 FORBES AVENUE | PITTSBURGH | PA | 15260 | 250965591 | 501(C)(3) | $125,000 | $0 | TO SUPPORT MEDICAL RESEARCH STUDY |
| UNIVERSITY OF ROCHESTER | ||||||||
| 910 GENESEE STREET SUITE 200 | ROCHESTER | NY | 14611 | 160743209 | 501(C)(3) | $125,000 | $0 | TO SUPPORT MEDICAL RESEARCH STUDY |
| VANDERBILT UNIVERSITY MEDICAL CENTER (VUMC) | ||||||||
| 3319 WEST END AVENUE STE 970 | NASHVILLE | TN | 37203 | 352528741 | 501(C)(3) | $125,000 | $0 | TO SUPPORT MEDICAL RESEARCH STUDY |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN DIEGO | ||||||||
| 9500 GILMAN DRIVE DEPT 0934 | LA JOLLA | CA | 92093 | 956006144 | 501(C)(3) | $125,000 | $0 | TO SUPPORT MEDICAL RESEARCH STUDY |
| IMMUNE BOOST CAPITAL | ||||||||
| 5319 UNIVERSITY DRIVE 10022 | IRVINE | CA | 92612 | 933984028 | 501(C)(3) | $12,000 | $0 | TO SUPPORT ORGANIZATION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 15 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE GRANT PROCESS BEGINS WITH RECEIVING GRANT APPLICATIONS FROM SCIENTISTS ACROSS THE COUNTY. THE SCIENTIFIC ADVISORY BOARD ("SAB") REVIEWS THE APPLICATIONS AND RANKS THE APPLICANTS. THIS RANKING IS PRESENTED AT BOARD OF DIRECTOR MEETINGS. AT THIS BOARD OF DIRECTOR'S MEETING, MEMBERS REVIEW THE TOTAL GRANT AWARDS FOR THE YEAR, BASED ON THE RANKING AND RECOMMENDATION FROM THE SAB. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EMILY STORMOEN | PersonNm |
| Title | CEO | TitleTxt |
| Base Compensation Filing Org | $214,331 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $59,225 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $7,126 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $18,016 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $298,698 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | THE GOVERNANCE COMMITTEE RESEARCHED SIMILAR NONPROFIT ORGANIZATIONS FOR THE PURPOSE OF DETERMINING COMPENSATION OF THE CEO. THIS INCLUDED REVIEW OF COMPARABLE COMPENSATION FOR COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS AND AN ONLINE SALARY REVIEW COMPLETED BY EVERY GOVERNANCE COMMITTEE MEMBER. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE GOVERNANCE COMMITTEE RESEARCHED SIMILAR NONPROFIT ORGANIZATIONS FOR THE PURPOSE OF DETERMINING COMPENSATION OF THE CEO. THIS INCLUDED REVIEW OF COMPARABLE COMPENSATION FOR COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS AND AN ONLINE SALARY REVIEW COMPLETED BY EVERY GOVERNANCE COMMITTEE MEMBER. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICTS OF INTERST ARE MONITORED REGULARLY THROUGH AN ANNUAL WRITTEN CONFIRMATION THAT IS COMPLETED AND SUBMITTED BY ALL BOARD MEMBERS. ADDITIONALLY, ANY POSSIBLE INDICATION OF CONFLICTS OF INTEREST THAT ARE BROUGHT TO THE ATTENTION OF THE BOARD, SAB MEMBERS, OR THE CEO ARE FURTHER REVIEWED BY THE BOARD OF DIRECTORS TO DETERMINE WHETHER OR NOT A CONFLICT OF INTEREST EXISTS. THE ORGANIZATION IS VIGILANT IN ITS POLICIES WITH REGARD TO CONFLICTS OF INTEREST. IF THERE ARE REMAINING QUESTIONS AS TO A CONFLICT OF INTEREST AFTER REVIEW BY THE BOARD OF DIRECTORS, THE ORGANIZATION'S COUNSEL IS CONTACTED AND THE MATTER BROUGHT UP TO ALL MEMBERS OF THE BOARD WHO WILL MAKE THE DETERMINATION AS TO WHETHER OR NOT A CONFLICT OF INTEREST EXISTS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD REVIEWS AND APPROVES THE CEO'S COMPENSATION AND BONUSES, AS WELL AS THE ANNUAL STAFF INCENTIVE PLAN. |
| FORM 990, PART VI, SECTION C, LINE 19 | ALL REQUESTS FOR THE 990, FORM 1023, FINANCIAL STATEMENTS, ORGANIZATINAL DOCUMENTS SUCH AS CONFLICT OF INTEREST POLICY, AND GOVERNING DOCUMENTS WILL BE SENT OUT BY REQUEST VIA REGULAR MAIL OR EMAIL. THE FORM 990 IS ALSO POSTED ON THE ORGANIZATION'S WEBSITE. |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATION DID NOT CHANGE ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IMMUNE BOOST CAPITAL | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5319 UNIVERSITY DRIVE 10022 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92612 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 933984028 | EIN |
| Primary Activities | INVEST IN INNOVATIVE THERAPIES AND TECHNOLOGIES | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | EXEMPT | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARTHRITIS NATIONAL RESEARCH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | Yes (1) | 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 | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |