COPD FOUNDATION INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- COPD FOUNDATION INC (EIN 20-1048322)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-02-10
- IRS object ID
- 202620419349301302
- Schema version
- 2024v5.5
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-02-10T09:44:24-06:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 650715836 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ZOMMA GROUP LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 355 ALHAMBRA CIRCLE SUITE 1100 | AddressLine1Txt |
| City | CORAL GABLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33134 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201048322 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COPD FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COPD | BusinessNameControlTxt |
| Phone | 8667312673 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3300 PONCE DE LEON BLVD | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33134 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KALEO CURTIS | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 8667312673 | PhoneNum |
| Signature | 2026-02-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARGARITA G LISKER CPA | PreparerPersonNm |
| PTIN | P00957338 | PTIN |
| Phone | 3054448288 | PhoneNum |
| Preparation | 2026-02-04 | PreparationDt |
| 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 | KALEO CURTIS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3300 PONCE DE LEON BLVD | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33134 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $15,905,580 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.COPDFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2004 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O.THE COPD FOUNDATION IS A PATIENT-CENTERED ORGANIZATION COMMITTED TO PREVENTING COPD, BRONCHIECTASIS, AND NONTUBERCULOUS MYCOBACTERIAL (NTM) LUNG DISEASE, AND TO SEEKING CURES WHILE IMPROVING LIVES AND ADVOCATING FOR ALL AFFECTED. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 46 | TotalEmployeeCnt |
| Total Volunteers | 337 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $10,426,406 | PYContributionsGrantsAmt |
| CY Contributions Grants | $13,595,105 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $158,446 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $189,245 | CYProgramServiceRevenueAmt |
| PY Investment Income | $389,622 | PYInvestmentIncomeAmt |
| CY Investment Income | $544,334 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $52,660 | CYOtherRevenueAmt |
| PY Total Revenue | $10,974,474 | PYTotalRevenueAmt |
| CY Total Revenue | $14,381,344 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $21,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,126,285 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,063,571 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $999,258 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,708,103 | PYOtherExpensesAmt |
| CY Other Expenses | $7,542,483 | CYOtherExpensesAmt |
| PY Total Expenses | $10,855,388 | PYTotalExpensesAmt |
| CY Total Expenses | $12,606,054 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $119,086 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,775,290 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $10,152,011 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,515,154 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,715,573 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,176,999 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,436,438 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $7,338,155 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE COPD FOUNDATION WAS ESTABLISHED TO IMPROVE THE LIVES OF PEOPLE WITH COPD, BRONCHIECTASIS, AND NONTUBERCULOUS MYCOBACTERIAL (NTM) LUNG DISEASE THROUGH INITIATIVES THAT EXPAND SERVICES AND SPEED INNOVATIONS WHICH WILL MAKE TREATMENT MORE EFFECTIVE AND AFFORDABLE.WE DO THIS THROUGH SCIENTIFIC RESEARCH, EDUCATION, ADVOCACY, AND AWARENESS WITH THE GOAL OF DISEASE PREVENTION, SLOWED PROGRESSION, AND ULTIMATELY A CURE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,282,165 | ExpenseAmt |
| Desc | RESEARCH & MEDICALTHE COPD FOUNDATION RESEARCH TEAM ENGAGES WITH MULTIPLE INDIVIDUALS AND ORGANIZATIONS TO SUPPORT RESEARCH STUDIES AND CLINICAL TRIALS. THESE STUDIES FOCUS ON A WIDE RANGE OF TOPICS THAT ALIGN WITH THE FOUNDATION MISSION. THESE INCLUDE PATIENT SYMPTOM TREATMENT, VIRTUAL COPD MANAGEMENT TOOLS, PATIENT FEEDBACK ON SCREENING TOOLS, AND DEVELOPMENT OF NEW THERAPIES AND MEDICAL DEVICES TO ADDRESS UNMET NEEDS. THE COPD FOUNDATION RESEARCH TEAM ALSO PARTICIPATED IN SEVERAL ACTIVITIES THAT ARE TARGETING PEOPLE WITH EARLY COPD WITH THE AIM TO DEVELOP APPROACHES THAT CAN BE USED TO SLOW DISEASE PROGRESSION THESE INCLUDE AN AMERICAN THORACIC SOCIETY EARLY DISEASE WORKING GROUP, CO-CHAIRED BY THE COPD FOUNDATION AND DISCUSSIONS RELATED TO THE DESIGN AND CONDUCT OF CLINICAL TRIALS IN PATIENTS WITH EARLY DISEASE.THE COPD FOUNDATION IS CONTINUING THE WORK OF THE PATIENT INSPIRED VALIDATION OF OUTCOME TOOLS (PIVOT) PROJECT. PIVOT WAS ESTABLISHED TO BE A DRIVING FORCE FOR INTEGRATING THE PATIENT AND THE PATIENT VOICE INTO CLINICAL OUTCOME MEASUREMENT VALIDATION AND SELECTION FOR USE IN CHRONIC LUNG DISEASE RESEARCH AND CLINICAL TRIALS. THE PIVOT PROJECT HAS PRODUCED TWO MANUSCRIPTS, ONE TO DESCRIBE THE OBJECTIVES OF PIVOT AND A SECOND REPORTING THE FIRST RESULTS OF ANALYSIS OF WHAT MATTERS MOST TO PATIENTS WITH COPD. OVER THE NEXT YEAR THE PIVOT TEAM WILL CONDUCT A SURVEY OF COPD PATIENTS TO BETTER UNDERSTAND THE HETEROGENEITY IN HOW COPD PATIENTS EXPERIENCE THEIR DISEASE IN THEIR DAILY LIVES AND WHAT IS MOST IMPORTANT TO THEM IN TERMS OF UNMET NEEDS. IN THE COMING YEAR, THE PIVOT TEAM WILL ALSO BEGIN SIMILAR WORK IN NON-CYSTIC FIBROSIS BRONCHIECTASIS.THE COPD FOUNDATION CONTINUES TO PRIORITIZE THE DEVELOPMENT OF ITS PATIENT POWERED RESEARCH NETWORK OR PPRN, A NETWORK IN WHICH PATIENTS ARE RECRUITED TO SHARE THEIR HEALTH INFORMATION AND DISEASE IMPACT. PATIENT PROVIDED HEALTH INFORMATION IS STORED IN A SECURE DATABASE AND IS USED TO SUPPORT PROJECTS WHERE PATIENT INPUT IS NEEDED. THE PPRN IS CURRENTLY BEING USED TO SUPPORT MULTIPLE ONGOING RESEARCH STUDIES AND CLINICAL TRIAL ACTIVITIES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,658,163 | ExpenseAmt |
| Desc | BRONCHIECTASIS & NTM ASSOCIATIONTHE COPD FOUNDATION WAS APPROVED TO DO BUSINESS AS THE BRONCHIECTASIS AND NTM ASSOCIATION. WITH THIS APPROVAL, WE EMBARKED ON A REBRANDING EFFORT, ENSURING OUR COMMITMENT AND DEDICATION TO THIS PATIENT COMMUNITY.WE HAD ANOTHER SUCCESSFUL WORLD BRONCHIECTASIS DAY CAMPAIGN, REACHING OVER 2 MILLION PEOPLE. THE CAMPAIGN ALLOWED US TO BRING TOGETHER NEARLY 20 PATIENT ADVOCACY ORGANIZATIONS AND PROFESSIONAL SOCIETIES TO COLLABORATE IN SPREADING AWARENESS AND EDUCATION ON BRONCHIECTASIS.THE GOAL OF THE BRONCHIECTASIS AND NTM RESEARCH REGISTRY IS TO SUPPORT COLLABORATIVE RESEARCH AND ASSIST IN THE PLANNING OF MULTI-CENTER CLINICAL TRIALS FOR THE TREATMENT OF NON-CF BRONCHIECTASIS AND/OR NTM LUNG DISEASE. OVER THE COURSE OF THE YEAR, THE REGISTRY CONTINUED ENROLLING AND COLLECTING LONGITUDINAL DATA ON PARTICIPANTS, REACHING OVER 8,000 PARTICIPANTS AND UP TO 16 YEARS OF DATA ON SOME PARTICIPANTS. SEVERAL REGISTRY ABSTRACTS WERE PRESENTED AT INTERNATIONAL CONFERENCES AND MANUSCRIPTS WERE PUBLISHED AS A RESULT OF THE REGISTRY DATA COLLECTION. IN ADDITION, THE REGISTRY WAS UTILIZED TO FACILITATE RECRUITMENT INTO MAJOR CLINICAL TRIALS IN THIS SPACE.THE BRONCHIECTASIS AND NTM CARE CENTER NETWORK'S MISSION IS TO REDUCE THE TIME TO DIAGNOSIS AND SUPPORT HIGH QUALITY CARE FOR THIS PATIENT POPULATION. THE CARE CENTER NETWORK SUCCESSFULLY ONBOARDED 33 CENTERS AND CONTINUED PLANNING FOR THE NEXT REQUEST FOR APPLICATIONS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $714,987 | ExpenseAmt |
| Desc | COMMUNITYTHE COPD360 COMMUNITY ENGAGEMENT COMMITTEE (COPD360CENCO), A DIVERSE PATIENTS AND CAREGIVERS COMMITTEE, CONTINUED TO MEET MONTHLY TO PROVIDE THE VOICE OF PATIENTS AND CAREGIVERS TO ALL THE COPD FOUNDATION'S EFFORTS, AND TO SUPPORT ITS INTERACTIONS WITH OTHER HEALTH CARE AND ADVOCACY ORGANIZATIONS. PATIENT AND CAREGIVER INVOLVEMENT IN GOVERNANCE AND EDUCATION IS THE MODEL ON WHICH THE COPD FOUNDATION WAS ESTABLISHED. WITH THAT CENTRAL GOAL, THE COPD FOUNDATION HAS BUILT TRUST WITHIN ITS MEMBERSHIP AND RELATED STAKEHOLDER GROUPS.MEMBERSHIP IN THE COPD FOUNDATION CAPTAINS PROGRAM GREW BY 13%. CAPTAINS SPREAD COPD AWARENESS IN THEIR STATE AND LOCAL AREAS, MENTOR FELLOW COPD COMMUNITY MEMBERS, AND PARTICIPATE IN GRASSROOTS ADVOCACY AND COMMUNITY BUILDING ACTIVITIES FOCUSED ON HEALTH POLICY ISSUES THAT ARE IMPORTANT TO THOSE WHO HAVE COPD AND OTHER CHRONIC LUNG DISEASES. THE COPD FOUNDATION CONTINUES TO SUPPORT PATIENT WELLBEING BY PROVIDING FREE MONTHLY SUPPORT GROUPS FOR PATIENTS AND CAREGIVERS. SUPPORT GROUPS ARE AVAILABLE FOR BOTH PATIENTS WITH COPD AND PATIENTS WITH BRONCHIECTASIS AND (NONTUBERCULOUS MYCOBACTERIAL) NTM LUNG DISEASE. HUNDREDS OF PATIENTS ATTEND THESE MEETINGS EACH MONTH TO DISCUSS THEIR EXPERIENCES AND LEARN ABOUT TOPICS SUCH AS STAYING HEALTHY DURING THE HOLIDAYS AND TALKING TO THEIR HEALTH CARE PROVIDERS ABOUT THEIR SPECIFIC ISSUES AND SYMPTOMS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | DescDesc |
|---|---|
| $666,485 | PUBLIC & PROFESSIONAL EDUCATIONTHE COPD FOUNDATION CONTINUES TO ENSURE HIGH-QUALITY EVIDENCE-BASED EDUCATIONAL MATERIALS ARE AVAILABLE FOR INTERNAL AND EXTERNAL STAKEHOLDERS. THE COPD FOUNDATION PODCAST RELEASED 12 EPISODES IN 2025, PROVIDING INSIGHTS FROM KEY OPINION LEADERS (KOLS) ON TOPICS RELATED TO COPD CARE. TWO NEW PATIENT-FACING 101 DECKS, ONE FOCUSING ON INTRODUCING COPD, AND THE OTHER DISCUSSING GENETIC COPD. TWO NEW LANDING PAGES WERE ALSO DEVELOPED - ONE ON SEVERE COPD THAT PROVIDES GUIDANCE ON MANAGEMENT, AND THE OTHER ON GENETIC COPD, WHICH ENCOURAGES TESTING FOR THE GENETIC CONDITION. TO SUPPORT PEOPLE LIVING WITH COPD IN A GROUP SETTING, RESOURCES TO SUPPORT GROUPS IN PROVIDING EFFECTIVE PEER SUPPORT AND EDUCATION WERE CREATED AND PROVIDED TO SEVERAL COMMUNITIES IN RURAL AREAS ACROSS THE COUNTRY. TO HELP IMPROVE THE DIAGNOSIS OF COPD IN RURAL COMMUNITIES, COPD SCREENING AND COPD EDUCATION WERE CONDUCTED AT NUMEROUS EVENTS IN FOUR STATES IN THE APPALACHIAN REGION. A MEDIA AND DIRECT MAIL CAMPAIGN PROMOTED COPD AWARENESS, AND THE USE OF PULMONARY REHABILITATION IN THESE AREAS, AND THREE PULMONARY REHABILITATION PROGRAMS IN THESE REGIONS WERE PROVIDED WITH FREE EDUCATIONAL MATERIALS.THE COPD FOUNDATION ALSO DEMONSTRATES A COMMITMENT TO PROVIDING HIGH-QUALITY EDUCATION FOR HEALTH CARE PROVIDERS WHO CARE FOR PEOPLE WITH CHRONIC LUNG DISEASE. SEVERAL CONTINUING MEDICAL EDUCATION PROGRAMS OR ACCREDITED PROGRAMS WERE PROVIDED FOR PROFESSIONAL DEVELOPMENT. THE LUNG HEALTH COLLABORATIVE WAS DEVELOPED AS A COMMUNITY OF PROVIDERS COMMITTED TO PROVIDING EFFECTIVE CARE FOR PEOPLE WITH CHRONIC LUNG DISEASE. THIS GROUP HAS AN ONLINE FORUM FOR COLLABORATION AND A DEDICATED NEWSLETTER. THE INAUGURAL LUNG HEALTH COLLABORATIVE VIRTUAL ASSEMBLY PROVIDED A FULL DAY OF EDUCATIONAL SESSIONS FOR HEALTH PROFESSIONALS. THESE SESSIONS WERE HELD BY KOLS AND DISCUSSED NOVEL COMPONENTS OF COPD CARE. |
| $664,875 |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|
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,331,360 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $8,986,675 | 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 |
| 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 | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | 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 | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | 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 | 0 | 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 | 92 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 46 | 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 |
| 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 | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | 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 | FL | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8667312673 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3300 PONCE DE LEON BLVD | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33134 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| JAMES D CRAPO MD | |||||||
| BOARD CHAIR | 10.00 | Yes (X) | $0 | $0 | $0 | ||
| VALERIE CHANG ESQ | |||||||
| VICE CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| RICHARD CASABURI PHD MD | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| STEW COGAN ESQ | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| PHYLISS DILORENZO | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK DRANSFIELD MD | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LEONARD FROMER MD | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MEILAN HAN MD | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JIM HARRIS | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JERRY KRISHNAN PHD | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID MANNINO PHD | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM PILKINGTON DPA MPA MA | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CINDY PRAEGER EMP | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MIKE ROGERS | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JEAN ROMMES PHD | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| RISA STACK PHD | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| BYRON M THOMASHOW MD | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN TORRENCE | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| VINCENT MALANGA | |||||||
| EVP, CHIEF INFORMATION OFFICER | 40.00 | $220,776 | $0 | $19,380 | Yes (X) | ||
| ELISHA MALANGA | |||||||
| CHIEF CORPORATE RELATIONS OFFICER | 40.00 | $165,743 | $0 | $39,531 | Yes (X) | ||
| KALEO CURTIS | |||||||
| CHIEF FINANCIAL OFFICER | 40.00 | $168,644 | $0 | $31,524 | Yes (X) | ||
| JEAN WRIGHT MD MBA | |||||||
| CHIEF EXECUTIVE OFFICER | 40.00 | $295,381 | $0 | $29,418 | Yes (X) | ||
| SASHA LAVIN | |||||||
| SR DIRECTOR OF FINANCE | 40.00 | $141,238 | $0 | $16,362 | Yes (X) | ||
| CRYSTAL ROTHHAAR | |||||||
| VP, MARKETING & COMMUNICATIONS | 40.00 | $150,024 | $0 | $18,273 | Yes (X) | ||
| DELIA PRIETO OLIVER | |||||||
| VP, BRONCHIECTASIS OPERATIONS | 40.00 | $123,543 | $0 | $17,328 | Yes (X) | ||
| PETER AMARI | |||||||
| VP, INFORMATION TECHNOLOGY & DESIGN | 40.00 | $119,329 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,384,678 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $171,816 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 8 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BEM CONSULTING LLC | |||||
| 45 DIAMOND ROCK ROAD | PHOENIXVILLE | PA | 19460 | CONTRACTOR | $203,750 |
| FAEGRE DRINKER BIDDLE & REATH LLP | |||||
| 300 NORTH MERIDIAN STREET | INDIANAPOLIS | IN | 46204 | CONTRACTOR | $148,525 |
| DMANNINO CONSULTING LLC | |||||
| 146 CASSEEKEE TRAIL | MELBOURNE BEACH | FL | 32951 | CONTRACTOR | $110,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $17,644 | GovernmentGrantsAmt |
| All Other Contributions | $13,577,461 | AllOtherContributionsAmt |
| Total Contributions | $13,595,105 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PUBLICATION INCOME | Desc |
| Business | 513190 | BusinessCd |
| Total Revenue Column | $189,245 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $189,245 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $189,245 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $270,564 | TotalRevenueColumnAmt |
| Exclusion | $270,564 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,722,815 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,449,045 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $273,770 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $273,770 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $273,770 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $122,851 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $75,191 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $47,660 | TotalRevenueColumnAmt |
| Exclusion | $47,660 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $5,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,000 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $5,000 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,381,344 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $468,015 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $318,224 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $939,333 | TotalAmt |
| Program Services | $535,157 | ProgramServicesAmt |
| Management And General | $378,706 | ManagementAndGeneralAmt |
| Fundraising | $25,470 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,972,638 | TotalAmt |
| Program Services | $1,668,904 | ProgramServicesAmt |
| Management And General | $951,216 | ManagementAndGeneralAmt |
| Fundraising | $352,518 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $859,068 | TotalAmt |
| Program Services | $486,834 | ProgramServicesAmt |
| Management And General | $266,737 | ManagementAndGeneralAmt |
| Fundraising | $105,497 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $292,532 | TotalAmt |
| Program Services | $169,829 | ProgramServicesAmt |
| Management And General | $93,317 | ManagementAndGeneralAmt |
| Fundraising | $29,386 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,236 | TotalAmt |
| Management And General | $31,236 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,000 | TotalAmt |
| Management And General | $18,000 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $120,000 | TotalAmt |
| Program Services | $120,000 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,585,939 | TotalAmt |
| Program Services | $4,918,394 | ProgramServicesAmt |
| Management And General | $418,257 | ManagementAndGeneralAmt |
| Fundraising | $249,288 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,859 | TotalAmt |
| Program Services | $49,204 | ProgramServicesAmt |
| Management And General | $5,626 | ManagementAndGeneralAmt |
| Fundraising | $19,029 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $135,564 | TotalAmt |
| Program Services | $78,594 | ProgramServicesAmt |
| Management And General | $45,156 | ManagementAndGeneralAmt |
| Fundraising | $11,814 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,844 | TotalAmt |
| Management And General | $6,844 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $331,698 | TotalAmt |
| Program Services | $238,632 | ProgramServicesAmt |
| Management And General | $71,215 | ManagementAndGeneralAmt |
| Fundraising | $21,851 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $274,875 | TotalAmt |
| Program Services | $227,035 | ProgramServicesAmt |
| Management And General | $9,834 | ManagementAndGeneralAmt |
| Fundraising | $38,006 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,075 | TotalAmt |
| Management And General | $6,075 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,075 | TotalAmt |
| Program Services | $7,625 | ProgramServicesAmt |
| Management And General | $59,156 | ManagementAndGeneralAmt |
| Fundraising | $1,294 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| LICENSES AND FEES | $558,530 | $326,147 | $169,452 | $62,931 |
| DUES & SUBSCRIPTIONS | $151,645 | $50,919 | $51,910 | $48,816 |
| PRINTING AND PUBLICATIO | $78,089 | $57,261 | $1,356 | $19,472 |
| MEALS | $60,753 | $41,997 | $16,062 | $2,694 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,301 | TotalAmt |
| Program Services | $10,143 | ProgramServicesAmt |
| Management And General | $19,966 | ManagementAndGeneralAmt |
| Fundraising | $11,192 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,606,054 | TotalAmt |
| Program Services | $8,986,675 | ProgramServicesAmt |
| Management And General | $2,620,121 | ManagementAndGeneralAmt |
| Fundraising | $999,258 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,501,373 | BOYAmt |
| EOY | $4,747,066 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $882,395 | BOYAmt |
| EOY | $902,508 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,992,319 | BOYAmt |
| EOY | $1,816,196 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $870,516 | BOYAmt |
| EOY | $562,033 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $47,577 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $39,438 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,215 | BOYAmt |
| EOY | $8,139 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,299,538 | BOYAmt |
| EOY | $3,887,768 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $591,655 | BOYAmt |
| EOY | $591,444 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,152,011 | BOYAmt |
| EOY | $12,515,154 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $815,420 | BOYAmt |
| EOY | $1,026,187 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,900,153 | BOYAmt |
| EOY | $4,150,812 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,715,573 | BOYAmt |
| EOY | $5,176,999 | 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 | $2,008,668 | BOYAmt |
| EOY | $2,710,580 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,427,770 | BOYAmt |
| EOY | $4,627,575 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,436,438 | BOYAmt |
| EOY | $7,338,155 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,152,011 | BOYAmt |
| EOY | $12,515,154 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,775,290 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $126,427 | 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| 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 | $8,102,975 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,630,964 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,495,120 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,426,406 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,600,105 | CurrentTaxYearAmt |
| Total | $47,255,570 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,102,975 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,630,964 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,495,120 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,426,406 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,600,105 | CurrentTaxYearAmt |
| Total | $47,255,570 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $47,255,570 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $104,551 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $142,019 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year | $270,564 | CurrentTaxYearAmt |
| Total | $517,134 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $47,772,704 | TotalSupportAmt |
| Public Support CY170 | 0.98920 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99110 | 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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | Yes (1) | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $179,400 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $120,000 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $299,400 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION ENTERED INTO AN AGREEMENT WITH FAEGRE DRINKER CONSULTING TO PROVIDE DIRECT FEDERAL LOBBYING SERVICES, DEVELOP REGULATORY INITIATIVES, SUPPORT AGENCY PRIORITIES AND ADVISE ON ADVOCACY STRATEGIES RELATED TO THE ORGANIZATIONS' S EXEMPT PURPOSE. | ExplanationTxt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $47,577 | OtherCostOrOtherBasisAmt |
| Depreciation | $39,438 | DepreciationAmt |
| Book Value | $8,139 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $8,139 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $16,820,256 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $126,427 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $2,317,485 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $2,443,912 | RevenueNotReportedAmt |
| Revenue Subtotal | $14,376,344 | RevenueSubtotalAmt |
| Other Revenues Not Included | $5,000 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $5,000 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $14,381,344 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $14,918,539 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $2,317,485 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $2,317,485 | ExpensesNotReportedAmt |
| Expenses Subtotal | $12,601,054 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $5,000 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $5,000 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $12,606,054 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE ORGANIZATION IS ORGANIZED AS A NOT-FOR-PROFIT ENTITY AND IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C) (3) OF THE INTERNAL REVENUE CODE. UNRELATED BUSINESS INCOME, OF WHICH THE ORGANIZATION HAD NONE FOR THE YEARS ENDED JUNE 30, 2024 AND 2023, WOULD BE SUBJECT TO FEDERAL INCOME TAXES. THE ORGANIZATION'S INFORMATION RETURNS FILED WITH THE INTERNAL REVENUE SERVICE HAVE NOT BEEN EXAMINED IN THE PAST. THE ORGANIZATION IS NOT AWARE OF ANY UNCERTAINTIES THAT COULD JEOPARDIZE ITS NOT-FOR-PROFIT STATUS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES IS DEEMED NECESSARY. THE ORGANIZATION FOLLOWS THE PROVISIONS OF UNCERTAIN TAX PROVISIONS ADDRESSED BY FAS ASC 740-10 ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THE ORGANIZATION HAS NO UNCERTAIN TAX POSITIONS AT JUNE 30, 2024 AND 2023, FOR WHICH THE ULTIMATE DEDUCTIBILITY IS HIGHLY CERTAIN BUT FOR WHICH THERE ARE UNCERTAINTY ABOUT THE TIMING OF SUCH DEDUCTIBILITY. THE ORGANIZATION RECOGNIZES INTEREST ACCRUED RELATED TO UNRECOGNIZED TAX BENEFITS IN INTEREST EXPENSE AND PENALTIES IN OPERATING EXPENSE. THE ORGANIZATION HAS DETERMINED THAT NO AMOUNT REQUIRED TO BE ACCRUED FOR TAXES OR RELATED PENALTIES AND INTEREST FOR ANY TAX POSITION TAKEN THROUGH JUNE 30, 2024 AND 2023. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | AWARDS AND GRANTS 5,000. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | AWARDS AND GRANTS 5,000. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts Event1 | $122,851 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $122,851 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $63,000 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $12,191 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $122,851 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $122,851 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $63,000 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $12,191 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $75,191 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $47,660 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JEAN WRIGHT MD MBA | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $295,381 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $29,418 | $0 | $324,799 | $0 | $0 | $0 |
| VINCENT MALANGA | ||||||||||||||
| EVP, CHIEF INFORMATION OFFICER | $220,776 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $19,380 | $0 | $240,156 | $0 | $0 | $0 |
| ELISHA MALANGA | ||||||||||||||
| CHIEF CORPORATE RELATIONS OFFICER | $165,743 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $39,531 | $0 | $205,274 | $0 | $0 | $0 |
| KALEO CURTIS | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $168,644 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $31,524 | $0 | $200,168 | $0 | $0 | $0 |
| CRYSTAL ROTHHAAR | ||||||||||||||
| VP, MARKETING & COMMUNICATIONS | $150,024 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $18,273 | $0 | $168,297 | $0 | $0 | $0 |
| SASHA LAVIN | ||||||||||||||
| SR DIRECTOR OF FINANCE | $141,238 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $16,362 | $0 | $157,600 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | ELISHA MALANGA (CORPORATE RELATIONS OFFICER) AND VINCENT MALANGA (EVP, CHIEF INFORMATION OFFICER) ARE MARRIED. |
| FORM 990, PART VI, SECTION B, LINE 11B | AFTER REVIEW BY THE CFO, THE DRAFT FORM 990 IS CIRCULATED TO MEMBERS OF MANAGEMENT FOR REVIEW AND COMMENT. THE FORM 990 IS THEN PROVIDED TO THE FOUNDATION'S BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | AT EACH BOARD MEETING THE CONFLICT OF INTEREST POLICY IS READ BEFORE THE CONDUCT OF ANY OTHER ITEM. WRITTEN CONFLICT OF INTEREST STATEMENTS ARE OBTAINED FROM ALL OFFICERS, BOARD MEMBERS, COMMITTEE MEMBERS, STAFF AND CONTRACTED PERSONNEL ANNUALLY. FAILURE TO FILE THE STATEMENT MAY RESULT IN THE PERSON BEING REMOVED FROM THE BOARD, COMMITTEE(S), EMPLOYMENT, AND/OR CONTRACTUAL RELATIONSHIP WITH THE FOUNDATION. |
| FORM 990, PART VI, SECTION B, LINE 15 | SALARIES FOR COPD FOUNDATION MANAGEMENT ARE DETERMINED BY ANNUAL SURVEYS OF COMPARABLE NOT-FOR-PROFIT ORANIZATIONS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE WEBSITE WWW.COPDFOUNDATION.ORG INCLUDES THE POSTING OF FINANCIAL STATEMENTS, FORM 990, ANNUAL REPORT, CONFLICT OF INTEREST POLICY AND WHISTLEBLOWER POLICY. |
| FORM 990, PART IX, LINE 11G | CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 4,918,394. MANAGEMENT AND GENERAL EXPENSES 418,257. FUNDRAISING EXPENSES 249,288. TOTAL EXPENSES 5,585,939. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |