2013-09-26T12:56:19-05:00 2012-12-31 521511275 Raffa PC 1899 L Street NW Suite 900 Washington DC 20036 990 2012-01-01 363350532 National Osteoporosis Foundation NATI 2022232226 1150 17th Street NW No 850 Washington DC 20036 Amy Porter 2022232226 2013-09-26 1 Frank H Smith P00639053 2028225000 2013-09-25 2012 2016-02-24 21:20:13Z Hon Daniel A Mica 1150 17th Street NW No 850 Washington DC 20036 5439404 0 X www.nof.org X 1984 MO To prevent osteoporosis and improve the lives of those affected by the disease. 24 24 21 30 0 0 3333543 2932324 795039 362944 196707 177559 154729 318715 4480018 3791542 0 0 0 0 2079789 1960699 17934 6837 1070543 4207137 2685269 6304860 4652805 -1824842 -861263 6392216 5644249 1648651 1528861 4743565 4115388 X The National Osteoporosis Foundation (the Foundation) is the leading health organization dedicated to preventing osteoporosis and broken bones, promoting strong bones for life and reducing human suffering through programs of (Continues on Schedule O) 0 0 1189373 National Bone Health Alliance - In 2011, the Foundation served as a founding partner of the National Bone Health Alliance (NBHA), a public, private partnership that brings together the expertise and resources of nearly 50 participating members to collectively promote bone health and prevent disease; improve diagnosis and treatment of bone disease; and enhance bone research surveillance and evaluation. In 2012, NBHA welcomed 18 new members, added three new government liaisons representing the Centers for Disease Prevention and Control (CDC), National Aeronautics and Space Administration (NASA) and U.S. Food and Drug Administration. NBHA also launched a new brand identity and membership-driven website.In April 2012, NBHA launched 2Million2Many, a national awareness campaign designed to break through the clutter and elevate osteoporosis to an issue of national concern. The campaign draws attention to the two million bone breaks that occur in the U.S. every year due to osteoporosis and issues a clear and simple call to action for healthcare professionals and consumers alike: if it's 50+ fracture, request a test. To bring the campaign to life, NBHA built "Cast Mountain" - a 12-ft. tall and 12-ft. wide visual installation representing the 5,500 bone breaks that occur in the U.S. in just one day due to osteoporosis.The campaign was unveiled to healthcare professionals at the NationalOsteoporosis Foundation's International Symposium on Osteoporosis in April, and subsequently launched to the public on May 15 during NBHA's 2Million2Many Osteoporosis Summit held at the Kaiser Permanente Center for Total Health in Washington, DC. Cast Mountain served as the backdrop of the half-day summit that attracted nearly 100 participants and brought together the nation's leading experts on bone and women's health, health economics, policy and patient advocacy to discuss the impact of osteoporosis and the importance of secondary fracture prevention.Another major initiative of the NBHA is to foster the widespread utilization of the fracture liaison service (FLS) model of care, a tested, effective way to improve patient outcomes and decrease healthcare costs on a number of fronts. In January of 2012, NBHA submitted a proposal requesting $29 million over three years to the CMS Innovation Center for funding consideration through its "Health Care Innovation Challenge" funding mechanism to support implementing a FLS model of care program in the Medicare system at 80 sites across the country. While the grant request was not funded, NBHA continued discussions with groups throughout the year to secure support to fund its FLS work. The Foundation and NBHA worked as part of a coalition of patient and professional groups continuing to seek a legislative solution to restore Medicare bone density testing physician office reimbursement. The coalition advocated for the inclusion of language to restore the reimbursement rate in legislative proposals slated to be passed by Congress before the end of the year. The Foundation and NBHA were instrumental in an effort to mobilize healthcare providers in key Congressional districts to call on their Members of Congress to support restoring the reimbursement rate and continued working with patients, caregivers and likeminded organizations to raise awareness of the need to maintain reimbursement levels to protect patient access to osteoporosis testing, which is critical in detecting osteoporosis and preventing debilitating and costly fractures before they occur.As part of an effort to address the short comings in using biochemical markers as tools in clinical practice, NBHA executed a project built on the recommendations of the International Osteoporosis Foundation (IOF) /International Federation of Clinical Chemistry and Laboratory Medicine Bone Marker Standards Working Group position paper published in Osteoporosis International in 2011 regarding the use and utility of bone turnover markers in clinical practice. As a first step, the Project Team published a position paper in July 2012 that outlined the challenges to widespread use of bone turnover markers and described the bone turnover standardization project, which aims to give clinician's confidence in their use of bone turnover markers to help monitor osteoporosis treatment and assess future fracture risk for their patients. 998748 50740 Professional education - The Foundation's Education department provides evidence-based information, education, services, and initiatives to healthcare professionals through various activities and channels. These efforts are designed to help healthcare professionals make informed decisions about the prevention, diagnosis, and treatment of osteoporosis.In 2012, the Foundation planned and implemented the 2012 International Symposium on Osteoporosis (ISO12). ISO12 took place in Orlando, FL from April 25-28, included an internationally recognized faculty and was certified for continuing education credit for physicians, nurses and nurse practitioners. More than 400 professionals participated in the conference. In conjunction with the conference, the Foundation's Nursing Advisory Council held a free dinner symposium for nurses attending the conference as well as for nurses in the community. The Foundation also produced two issues of its professional newsletter, Osteoporosis: Clinical Updates, providing continuing education credit for health care professionals on topics relevant to clinical practice. The Foundation also launched an online CME activity in partnership with Medscape in December. 426770 154130 Patient education - The Foundation's Education department also provides patients and caregivers with the latest information on osteoporosis prevention, treatment and detection by answering thousands of personal inquiries each year, sponsoring patient support groups across the country, providing educational information and resources for distribution at consumer events and hosting an online community with more than 9,000 participating members offering peer-to-peers support and advice to one another. In 2012, the Foundation hosted more than 20 Pearls of Strength Salon Series events bringing together leading experts and volunteer advocates to explore the latest topics on bone health and osteoporosis prevention. The events took place in cities across the country and guests walked away with important and practical information to help them build, maintain and protect their bones. In conjunction with ISO12, the Foundation hosted a free, patient education event that attracted more than 100 Orlando area residents. The Healthy Bones, Build Them for Life Consumer and Patient Forum featured panel presentations from leading experts on fractures, calcium and vitamin D, exercise and treatment, followed by an interactive Q&A session.In 2012, the Foundation also revised its support group affiliation agreement with the goal of making it more inviting and appealing to new and existing osteoporosis support groups. The affiliation agreement was updated to require that new support groups have a medical advisor and at least five founding members to affiliate with the Foundation to improve the quality of information disseminated through the support groups and give new groups a better chance at succeeding. The Foundation continued holding quarterly conference calls with support group leaders and identified several new leaders interested in starting new support groups, including a new support group that formed in Hawaii.In the fall of 2012, the Foundation also relaunched its website and online community with the goal of making them more accessible and engaging for patient and consumer audiences. The Foundation's website is the Foundation's most valuable channel for communicating directly with the osteoporosis patients, caregivers and the public and was redesigned to enhance the site content and user experience with the goal of making it easier to navigate. The site now features easy-to-navigate and practical information on how to live with osteoporosis and low-bone mass, learn more about the prevention and treatment of the disease and ways to connect with the Foundation and others through the online community, support groups and special events. Since launching the new site, NOF.org has averaged 50,000 unique visitors per month, up from approximately 30,000 before the redesign. Also in the fall of 2012, the Foundation relaunched its online support community to align with the new NOF website design and Live, Learn, Connect theme. The Foundation also used the opportunity to introduce four new volunteer moderators to actively engage in conversations with community members and help keep discussions on the right track. As a result, the community is now up to more than 8,300 members - up from 7,000 members before the relaunch - and the Foundation has observed a more positive tone to the conversations. 241512 Communications 121478 Membership 99651 Public policy 11670 Research 474311 3089202 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 35 0 1 21 1 0 0 0 0 0 1 1 0 0 0 0 X 24 24 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AK AR AZ CA FL GA HI IL KS KY ME MD MA MI MS MO NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WV WI X X DeAnn Shaffer 2022232226 1150 17th Street NW Suite 850 Washington DC 20036 Hon Daniel A Mica 5.00 X X 0 0 0 Robert R Recker MD 5.00 X X 0 0 0 Robert F Gagel MD 5.00 X X 0 0 0 L Scott Scharer 5.00 X X 0 0 0 Ann C Miller MD 5.00 X X 0 0 0 William L Ashton 5.00 X 0 0 0 Andy Carter 5.00 X 0 0 0 Felicia Cosman MD 5.00 X 0 0 0 Bess Dawson-Hughes MD 5.00 X 0 0 0 Richard Dell MD 5.00 X 0 0 0 David R Drobis 5.00 X 0 0 0 Deborah T Gold PhD 5.00 X 0 0 0 Susan Greenspan MD 5.00 X 0 0 0 Judith Palcic Hulka APR 5.00 X 0 0 0 Karl Isogna MD 5.00 X 0 0 0 C Conrad Johnston Jr MD 5.00 X 0 0 0 Franmarie Kennedy 5.00 X 0 0 0 David L Kim 5.00 X 0 0 0 Michael Kleerekoper MD 5.00 X 0 0 0 Joan Lappe Phd 5.00 X 0 0 0 Berdon Lawrence 5.00 X 0 0 0 Meryl S LeBoff MD 5.00 X 0 0 0 Barbara Levin 5.00 X 0 0 0 E Michael Lewiecki MD FACP FACE 5.00 X 0 0 0 Robert Lindsay MD PhD 5.00 X 0 0 0 Kenneth G Saag MD 5.00 X 0 0 0 Carol Saline 5.00 X 0 0 0 Ethel S Siris MD 5.00 X 0 0 0 Heidi Skolnik MS CDN FACSM 5.00 X 0 0 0 Connie M Weaver PhD 5.00 X 0 0 0 Amy Porter 40.00 X 268198 0 14307 DeAnn Shaffer 40.00 X 61803 0 4219 David B Lee 40.00 X 170334 0 5484 Gary Barbarash 40.00 X 130254 0 5976 Susan Randall 40.00 X 125260 0 10216 Valerie Patmintra 40.00 X 102944 0 1042 858793 0 41244 5 0 1 0 Haines and Company Inc 8050 Freedom Ave NW North Canton OH 44720 Direct Mailing 331092 GSW PO Box 711703 Cincinnati OH 45271 Public Relations 317132 Blackbaud 2 Canal Park Suite 4300 Cambridge MA 02141 Database Services 241518 Artsmith Media LLC 101 West Plume Street Norfolk VA 23510 Web Strategy Design and Print 187526 Randstad PO Box 2084 Carol Stream IL 60132 Temporary Help 114342 7 16314 79480 142829 2693701 83468 2932324 Symposium/CO 2012 900099 327344 167934 159410 Subscriptions/reprints 900099 35600 35600 362944 116076 116076 374347 374347 1557180 1495697 61483 61483 61483 26660 142829 138361 -111701 -111701 15140 13804 1336 1336 Miscellaneous 900099 35240 35240 List rental income 900099 19493 19493 54733 3791542 204870 0 654348 X 524345 357052 101073 66220 1232557 830405 50268 351884 27827 19628 102 8097 65448 40850 5972 18626 110522 71236 10787 28499 34210 17839 9962 6409 54129 28226 15762 10141 6837 6837 24983 13066 7252 4665 991625 785608 30548 175469 19147 19147 226297 154644 61528 10125 193643 116327 43998 33318 320405 167650 56021 96734 48004 31875 9796 6333 321079 243706 18312 59061 17384 9367 4637 3380 172462 89932 32310 50220 36411 18987 10603 6821 Direct mail 225490 73657 24129 127704 4652805 3089202 493060 1070543 232327 73657 24129 134541 561334 354660 36939 669904 445410 405315 79592 61542 122837 124652 184001 139851 700264 464045 406955 236219 4555148 3652106 6392216 5644249 908601 597156 33261 22196 650000 850000 56789 59509 1648651 1528861 X 3615903 3317108 947650 618268 180012 180012 4743565 4115388 6392216 5644249 X -861263 313936 -80850 X 0 1 X 1 0 X 4607741 2870158 3170954 3297233 2932324 16878410 4607741 2870158 3170954 3297233 2932324 16878410 3740796 13137614 430104 469733 503775 461014 509916 2374542 6045 15467 1475 638 35240 58865 19311817 4050199 0.68030 0.72690 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4645968 4645968 382298 95575 0 0 467353 385295 465058 382298 1700004 2550006 75469 141977 59473 276919 116838 96324 116265 95575 425002 637503 12442 15461 59473 87376 180012 11051 11051 180012 180012 8474 8474 180012 180012 5753 5753 180012 180012 271 271 180012 180012 3388 3388 180012 1.00000 0 0 129448 114191 15257 570816 349854 220962 236219 Deferred rent 59509 59509 X 4234376 313936 1716 152165 467817 3766559 24983 24983 3791542 4781703 1716 152165 153881 4627822 24983 24983 4652805 Description of Intended Use of Endowment Funds: Part V, Line 4: The Shou Mei Hu - Cecelia Wu Kojima Fund totaled $80,012 and the restricted income is for medical and scientific research related to the prevention, cure, and/or treatment of osteoporosis. The Dr. Burton Spiller Fund for Bone Health Research totaled $100,000 and the restricted income is for medical research regarding bone health and bone research grants. Description of Uncertain Tax Positions Under FIN 48: Part X, Line 2: The Foundation performed an evaluation of uncertain tax positions for the year ended December 31, 2012, and determined that there were no matters that would require recognition in the financial statements or that may have any effect on its tax-exempt status. Part XI, Line 2d - Other Adjustments: Cost of goods sold 13,804. Special event expenses 138,361. Part XII, Line 2d - Other Adjustments: Cost of goods sold 13,804. Special event expenses 138,361. X 1 Haines and Company Inc 8050 Freedom Ave NW North Canton OH 44720 Direct Mail Program 0 541494 232327 309167 541494 232327 309167 AK AZ AR CA DC FL GA HI IL KS KY ME MD MA MI MS MO NH NJ NM MN NC ND OH OK OR PA RI SC TN UT VA WI Mothers to Daughter Luncheon 169489 142829 26660 13845 42354 23699 58463 169489 142829 26660 13845 42354 23699 58463 138361 -111701 X X X 0 0 0 0 0 0 0 1 0 Amy Porter 247091 0 2500 0 18607 0 12195 0 2112 0 282505 0 0 0 David B Lee 170084 0 250 0 0 0 0 0 5484 0 175818 0 0 0 Part I, Line 7 During the year ended December 31, 2012, Amy Porter, Executive Director/CEO, and David B. Lee, Director of NBMA received a bonus which was awarded based on their performances and at the discretion of the Board. X 3 51941 FMV X 4 1950 FMV X Texas A&M PSI 4 403 Cost X Event raffle 12 23091 FMV X Travel, meals 4 1095 Cost X Fitness DVD 1 4988 FMV 0 1 1 Third Party Use: Part I, Line 32b: Merrill Lynch liquidates non-cash stock contributions upon the request of the Foundation's Director of Finance and Administration in compliance with the Foundation's investment policy. Form 990, Part VI, Section A, line 4 New Trustee Position - "Journal Editor Trustee. The Board of Trustees by resolution may appoint a Journal Editor Trustee, who shall be named to this designation by virtue of his/her position as the Osteoporosis International Journal Editor. The Journal Editor Trustee shall be an Ex-Officio Non-Voting member of the Board of Trustees unless he/she is a current Trustee with voting privileges." New Officer Position - "Chairman-Elect. The Chairman-Elect of the Board of Trustees shall assist the current Chairman as requested, including participating in the annual performance review of the CEO. The Chairman-Elect shall also serve as an ex-officio member of all committees. If the Chairman is unable to perform the duties of the office, the Chairman-Elect will succeed to the office of Chairman and will continue to serve as Chairman for the unexpired term of the Chairman." How Chairman-Elect Officer Elected - "The Board of Trustees may, at any time, elect by resolution a Chairman-Elect officer to serve as the next Chairman, who cannot officially take office until the current outgoing Chairman's term has expired." Form 990, Part VI, Section B, line 11 The Director of Finance and the Senior Accountant, as well as the Executive Director/CEO, review the federal Form 990 as prepared by Raffa, P.C. to determine if the information presented in the federal Form 990 is in agreement with information originally provided to Raffa, P.C. The Foundation and Raffa, P.C. discuss issues, if any. Before the federal Form 990 is filed with the Internal Revenue Service, Board members are notified that the completed federal Form 990 is available for their review. Form 990, Part VI, Section B, line 12c The Board annually reviews the conflict of interest policy and discloses any potential conflict of interest. All Senior Staff, officers and highly compensated employees, sign a Conflict of Interest Disclosure Statement annually. The signed documents are reviewed by the Executive Director/CEO and kept by the Director of Operations. The COI Policy is always taken into consideration when there is the potential for conflict, particularly when signing new contracts or beginning new relationships. Any possible appearance of conflict of interest that arises in the course of business is researched to determine the existence of a conflict. If a contract is to be made with a related party, it is disclosed to the Board and a vote is taken. If the Foundation's staff members identify a conflict of interest, the Foundation's Executive Director/CEO and its Director of Operations share this information with the Executive Committee of the Board for its action. Form 990, Part VI, Section B, line 15 Compensation surveys for employees in similar positions with similar responsibilities in the not-for-profit industry are used as benchmarks for determining compensation of officers and key employees. The compensation for the Executive Director/CEO is decided by the Board privately. Each year, prior to the meeting when the compensation decision is made, the Chairman of the Board reviews comparable salaries in the not-for-profit industry and sends out a performance review to each Board Member to use in evaluating the Executive Director/CEO's performance. Form 990, Part VI, Section C, line 19 The Foundation's governing documents and conflict of interest policy are not made public as the Foundation believes these are proprietary in nature. The Foundation's financial statements and federal Form 990 are made available to the public on the Foundation's web site. Other Fees Form 990, Part IX, line 11g Computer support: Program service expenses 64,727. Management and general expenses 8,248. Fundraising expenses 97,019. Total expenses 169,994. Assistance: Program service expenses 29,522. Management and general expenses 0. Fundraising expenses 6,837. Total expenses 36,359. Temporary services: Program service expenses 0. Management and general expenses 22,300. Fundraising expenses 0. Total expenses 22,300. Development consultant: Program service expenses 0. Management and general expenses 0. Fundraising expenses 43,460. Total expenses 43,460. Research consultant: Program service expenses 0. Management and general expenses 0. Fundraising expenses 28,153. Total expenses 28,153. PR: Program service expenses 378,709. Management and general expenses 0. Fundraising expenses 0. Total expenses 378,709. Subcontractor: Program service expenses 312,650. Management and general expenses 0. Fundraising expenses 0. Total expenses 312,650. Changes in Net Assets or Fund Balances: Form 990, Part XI, line 9: Loss on returned contributions -80,850. Form 990, Part III, Line 1, Description of Organizations Mission: public and clinician awareness, education, advocacy and research. The Foundation's goal is to educate the public and health professionals on ways to prevent, diagnose and treat osteoporosis. We understand it takes doctors, caregivers, family members and other health professionals working together as a team to effectively manage this disease. Since 1984, we have made great strides in the fight against osteoporosis, but we must continue growing our team to tackle the challenges that remain and curb the increased incidence of osteoporosis among our aging population. With the support of this growing team of individuals, companies and associations, we will continue our efforts to provide the latest osteoporosis research and information for patients, the public and health professionals alike in order to establish a standard of care for osteoporosis management and ensure better bone health for all.