BONE HEALTH AND OSTEOPOROSIS FOUNDATION: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- BONE HEALTH AND OSTEOPOROSIS FOUNDATION (EIN 36-3350532)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-08-15
- IRS object ID
- 201202289349302330
- Schema version
- 2011v1.2
- 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 C
- Schedule D
- Schedule G
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-08-15T12:39:15-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521511275 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAFFA PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1899 L STREET NW SUITE 900 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20036 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363350532 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL OSTEOPOROSIS FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | NATI | NameControl |
| Phone | 2022232226 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1150 17TH STREET NW NO 850 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20036 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | AMY PORTER | Name |
| Title | EXECUTIVE DIR/CEO | Title |
| Phone | 2022232226 | Phone |
| Date Signed | 2012-08-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | FRANK H SMITH | Name |
| PTIN | P00639053 | PTIN |
| Phone | 2028225000 | Phone |
| Date Prepared | 2012-08-15 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | HON DANIEL A MICA | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1150 17TH STREET NW NO 850 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20036 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 6122128 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.NOF.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1984 | YearFormation |
| State Legal Domicile | MO | StateLegalDomicile |
| Activity Or Mission Description | TO PREVENT OSTEOPOROSIS AND IMPROVE THE LIVES OF THOSE AFFECTED BY THE DISEASE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 26 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 26 | NbrIndependentVotingMembers |
| Total Nbr Employees | 25 | TotalNbrEmployees |
| Total Nbr Volunteers | 27 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 3220954 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 3333543 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 1014448 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 795039 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 83126 | InvestmentIncomePriorYear |
| Investment Income Current Year | 196707 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 422876 | OtherRevenuePriorYear |
| Other Revenue Current Year | 154729 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 4741404 | TotalRevenuePriorYear |
| Total Revenue Current Year | 4480018 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 5000 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1838446 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 2079789 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 18744 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 17934 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 893096 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2843712 | OtherExpensePriorYear |
| Other Expenses Current Year | 4207137 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 4705902 | TotalExpensesPriorYear |
| Total Expenses Current Year | 6304860 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 35502 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -1824842 | RevenuesLessExpensesCY |
| Total Assets BOY | 7249983 | TotalAssetsBOY |
| Total Assets EOY | 6392216 | TotalAssetsEOY |
| Total Liabilities BOY | 499504 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1648651 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 6750479 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 4743565 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE NATIONAL OSTEOPOROSIS FOUNDATION (THE FOUNDATION) IS THE LEADING CONSUMER AND COMMUNITY-FOCUSED HEALTH ORGANIZATION DEDICATED TO PREVENTING OSTEOPOROSIS AND BROKEN BONES, PROMOTING STRONG BONES FOR LIFE AND REDUCING HUMAN SUFFERING THROUGH PROGRAMS OF PUBLIC AND CLINICIAN AWARENESS, EDUCATION, ADVOCACY AND RESEARCH. SINCE 1984, THE FOUNDATION HAS MADE GREAT STRIDES IN RAISING AWARENESS FOR OSTEOPOROSIS; BUT MUCH MORE NEEDS TO BE DONE IN ORDER TO DEFEAT THE DISEASE. WITH THE SUPPORT OF INDIVIDUALS, COMPANIES AND ASSOCIATIONS THE FOUNDATION WILL CONTINUE ITS EFFORTS TO ESTABLISH A STANDARD OF CARE FOR OSTEOPOROSIS MANAGEMENT AND LEAD THE CHARGE IN BETTER EDUCATING THE PUBLIC IN ORDER TO CHANGE INDIVIDUAL HEALTH BEHAVIORS AND ENSURE BETTER BONE HEALTH FOR ALL. THE NATIONAL OSTEOPOROSIS FOUNDATION IS COMMITTED TO THE PREVENTION, DIAGNOSIS AND TREATMENT OF THIS DISEASE. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1593639 | Expense |
| Description | NATIONAL BONE HEALTH ALLIANCE - A KEY COMPONENT OF THE NATIONAL OSTEOPOROSIS FOUNDATION'S MISSION IS TO PROMOTE PUBLIC HEALTH POLICIES THAT BENEFIT THOSE WITH AND AT RISK FOR OSTEOPOROSIS. IN 2011, WITH THE HELP OF ADVOCATES, THE FOUNDATION MADE SUBSTANTIAL PROGRESS IN ADVANCING OSTEOPOROSIS AND BONE HEALTH ON THE NATIONAL HEALTH AGENDA: IN 2011, CONGRESS PASSED A TEMPORARY EXTENSION TO MEDICARE REIMBURSEMENT FOR BONE DENSITY TESTING IN THE PHYSICIAN'S OFFICE THAT WAS SET TO EXPIRE AT THE END OF 2011. THE FOUNDATION WORKED WITH PATIENTS, CAREGIVERS AND MANY PROFESSIONAL, HEALTH AND COMMUNITY GROUPS TO RAISE AWARENESS OF THE NEED TO MAINTAIN REIMBURSEMENT LEVELS TO PROTECT PATIENT ACCESS TO OSTEOPOROSIS TESTING, WHICH IS CRITICAL FOR DETECTING OSTEOPOROSIS AND PREVENTING DEBILITATING AND COSTLY FRACTURES BEFORE THEY OCCUR. ALSO IN 2011, THE BONE HEALTH PROMOTION AND RESEARCH ACT WAS INTRODUCED IN THE SENATE (COMPANION LEGISLATION TO THE HOUSE VERSION INTRODUCED IN 2010). THIS LEGISLATION WILL CREATE A NATIONAL BONE HEALTH PROGRAM FOCUSED ON EDUCATION, PREVENTION, AND RESEARCH.THE FOUNDATION HOSTED A BRIEFING ON CAPITOL HILL IN MAY TO HIGHLIGHT THE NEED FOR INTERGENERATIONAL CONVERSATIONS ABOUT HEALTHY BONES AS WELL AS THE NEED FOR LEGISLATION TO EXPAND BONE HEALTH AWARENESS PROGRAMS AND RESEARCH, AND TO INCREASE ACCESS TO TESTING FOR OSTEOPOROSIS. THE FOUNDATION CONTINUES TO PROVIDE POLICYMAKERS WITH THE MOST CURRENT, EVIDENCE-BASED INFORMATION ON OSTEOPOROSIS. EVIDENCE-BASED INFORMATION IS ALSO PROVIDED TO ADVOCATES ACROSS THE COUNTRY AND THE FOUNDATION ADVISES THEM ON HOW TO EFFECTIVELY COMMUNICATE WITH THEIR GOVERNMENT OFFICIALS. THE FOUNDATION'S POLICY PROGRAMS PROMOTE ACCESS TO QUALITY HEALTHCARE, BONE HEALTH EDUCATION, OSTEOPOROSIS PREVENTION INITIATIVES AND FEDERAL FUNDING FOR BONE HEALTH AND OSTEOPOROSIS RESEARCH. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 861806 | Expense |
| Revenue | 700695 | Revenue |
| Description | 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 HEALTH-CARE PROFESSIONALS MAKE INFORMED DECISIONS ABOUT THE PREVENTION, DIAGNOSIS, AND TREATMENT OF OSTEOPOROSIS.IN 2011, THE FOUNDATION PLANNED AND IMPLEMENTED THE 2011 INTERNATIONAL SYMPOSIUM ON OSTEOPOROSIS IN LAS VEGAS, NEVADA. THIS ACTIVITY INCLUDED AN INTERNATIONALLY RECOGNIZED FACULTY, AND WAS CERTIFIED FOR CONTINUING EDUCATION CREDIT FOR PHYSICIANS, NURSES AND NURSE PRACTITIONERS. A TOTAL OF 456 PROFESSIONALS PARTICIPATED IN THE CONFERENCE. 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. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 835912 | Expense |
| Revenue | 10000 | Revenue |
| Description | COMMUNICATIONS - DURING 2011 THE COMMUNICATIONS DEPARTMENT LAUNCHED THE CAMPAIGN "A GIFT FROM MOTHERS TO DAUGHTERS" AND INTRODUCED A NEW BRANDING PLATFORM FOR THE NATIONAL OSTEOPOROSIS FOUNDATION (THE FOUNDATION). THE FOUNDATION KICKED-OFF GENERATIONS OF STRENGTH: A MOTHERS AND DAUGHTERS CAMPAIGN AS A NATIONAL INITIATIVE TO ENLIST MOTHERS AND DAUGHTERS AS A POWERFUL ARMY TO ENGAGE IN AWARENESS BUILDING EFFORTS TO SPREAD OSTEOPOROSIS PREVENTION MESSAGES BY STARTING CONVERSATIONS ABOUT THEIR FAMILY HEALTH HISTORY AND RISK FACTORS FOR OSTEOPOROSIS. IN ORDER TO MEET THE CAMPAIGN OBJECTIVES OF GENERATING MASS MEDIA COVERAGE FOR THE GENERATIONS OF STRENGTH CAMPAIGN LAUNCH, POSITIONING THE FOUNDATION AS THE LEADING RESOURCE FOR OSTEOPOROSIS PREVENTION INFORMATION AND TOOLS AND ENCOURAGING MOTHERS AND DAUGHTERS TO ENGAGE IN THE CAMPAIGN BY STARTING CONVERSATIONS THAT WILL ULTIMATELY LEAD TO BETTER BONE HEALTH, THE FOUNDATION CONDUCTED THE FOLLOWING MEDIA AND SOCIAL MEDIA ACTIVITIES:1. ENLISTED BESTSELLING AUTHOR, JOURNALIST AND PATIENT ADVOCATE, GAIL SHEEHY AS THE GENERATIONS OF STRENGTH HONORARY COMMITTEE CHAIR AND CELEBRITY SPOKESPERSON;2. FIELDED A MOTHER/DAUGHTER OMNIBUS SURVEY TO COLLECT INSIGHTS ON TYPICAL MOTHER-DAUGHTER CONVERSATIONS;3. DRAFTED AND DISTRIBUTED A CAMPAIGN LAUNCH PRESS RELEASE ON MONDAY, SEPTEMBER 26 PROVIDING AN OVERVIEW OF THE CAMPAIGN, NEW FINDINGS FROM THE MOTHER-DAUGHTER SURVEYAND A CALL TO ACTION FOR AUDIENCES TO LEARN MORE BY VISITING THE CAMPAIGN MICROSITE;4. DESIGNED AND LAUNCHED THE GENERATIONS OF STRENGTH CAMPAIGN MICROSITE (WWW.NOF.ORG/STARTACONVERSATION) TO ENHANCE THE LEVEL OF ENGAGEMENT BETWEEN MOTHERS AND DAUGHTERS AND THE FOUNDATION;5. KICKED OFF THE "LET'S GET TALKING" ONLINE CONTEST CALLING ON MOTHERS AND DAUGHTERS TO SHARE FAVORITE CONVERSATIONS AND MEMORABLE MOMENTS EXPERIENCED TOGETHER THROUGH THE YEARS;6. LEVERAGED THE FOUNDATION'S FACEBOOK AND TWITTER PAGES TO POST CAMPAIGN ANNOUNCEMENTS AND CALLS TO ACTIONS TO ENTER THE CONTEST SEVERAL TIMES PER WEEK; AND7. HELD A SATELLITE AND RADIO MEDIA TOUR WITH GAIL SHEEHY FROM NEW YORK CITY ON WEDNESDAY, NOVEMBER 2.AS A RESULT, THE GENERATIONS OF STRENGTH CAMPAIGN GENERATED MORE THAN 47 MILLION MEDIA IMPRESSIONS TO DATE, INCLUDING PRINT, ONLINE AND BROADCAST MEDIA COVERAGE. DURING THE SATELLITE AND RADIO MEDIA TOUR, GAIL SHEEHY CONDUCTED 27 INTERVIEWS RESULTING IN 1.6 MILLION BROADCAST MEDIA IMPRESSIONS WITH SOLID MESSAGE PENETRATION IN ALL COVERAGE. WEEKS AFTER THE CAMPAIGN LAUNCHED, ONLINE WEB TRAFFIC INCREASED BY ABOUT 20 PERCENT, AND THE FOUNDATION SAW A SIGNIFICANT INCREASE IN FACEBOOK FANS AND TWITTER FOLLOWERS. | Description |
Activity Other ActivityOther (4 entries)
| ExpenseExpense | RevenueRevenue | DescriptionDescription |
|---|---|---|
| 799112 | 37799 | PATIENT EDUCATION |
| 688349 | PUBLIC POLICY | |
| 73330 | 6545 | MEMBERSHIP |
| 12640 | RESEARCH |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 1573431 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 44344 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 4864788 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 47 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 25 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 26 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 26 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | AL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | GA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | HI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ID | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ME | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NM | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ND | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | DEANN SHAFFER | NamePerson |
| Telephone Number | 2022232226 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1150 17TH STREET NW SUITE 850 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20036 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (33 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| HON DANIEL A MICA | |||||||
| CHAIRMAN | 5.00 | X | X | 0 | 0 | 0 | |
| ROBERT R RECKER MD | |||||||
| PRESIDENT | 5.00 | X | X | 0 | 0 | 0 | |
| ROBERT F GAGEL MD | |||||||
| VICE-PRESIDENT | 5.00 | X | X | 0 | 0 | 0 | |
| SCOTT SCHARER | |||||||
| TREASURER | 5.00 | X | X | 0 | 0 | 0 | |
| ANN C MILLER MD | |||||||
| SECRETARY | 5.00 | X | X | 0 | 0 | 0 | |
| KATHLEEN S KUNTZMAN 052011 | |||||||
| SECRETARY/ INTERIM TREASURER | 5.00 | X | X | 0 | 0 | 0 | |
| WILLIAM L ASHTON | |||||||
| MEMBER | 5.00 | X | 0 | 0 | 0 | ||
| ANDY CARTER | |||||||
| MEMBER | 5.00 | X | 0 | 0 | 0 | ||
| FELICIA COSMAN MD | |||||||
| MEMBER | 5.00 | X | 0 | 0 | 0 | ||
| BESS DAWSON-HUGHES MD | |||||||
| MEMBER | 5.00 | X | 0 | 0 | 0 | ||
| RICHARD DELL MD | |||||||
| MEMBER | 5.00 | X | 0 | 0 | 0 | ||
| DAVID R DROBIS | |||||||
| MEMBER | 5.00 | X | 0 | 0 | 0 | ||
| DEBORAH T GOLD PHD | |||||||
| MEMBER | 5.00 | X | 0 | 0 | 0 | ||
| SUSAN GREENSPAN MD | |||||||
| MEMBER | 5.00 | X | 0 | 0 | 0 | ||
| JUDITH PALCIC HULKA APR | |||||||
| MEMBER | 5.00 | X | 0 | 0 | 0 | ||
| C CONRAD JOHNSTON JR MD | |||||||
| MEMBER | 5.00 | X | 0 | 0 | 0 | ||
| DAVID L KIM | |||||||
| MEMBER | 5.00 | X | 0 | 0 | 0 | ||
| MICHAEL KLEEREKOPER MD | |||||||
| MEMBER | 5.00 | X | 0 | 0 | 0 | ||
| BARBARA LEVIN | |||||||
| MEMBER | 5.00 | X | 0 | 0 | 0 | ||
| ROBERT LINDSAY MD PHD | |||||||
| MEMBER | 5.00 | X | 0 | 0 | 0 | ||
| KENNETH G SAAG MD | |||||||
| MEMBER | 5.00 | X | 0 | 0 | 0 | ||
| CAROL SALINE | |||||||
| MEMBER | 5.00 | X | 0 | 0 | 0 | ||
| PETER F SCWHARTZ | |||||||
| MEMBER | 5.00 | X | 0 | 0 | 0 | ||
| BILL SIPPER | |||||||
| MEMBER | 5.00 | X | 0 | 0 | 0 | ||
| ETHEL S SIRIS MD | |||||||
| MEMBER | 5.00 | X | 0 | 0 | 0 | ||
| HEIDI SKOLNIK MS CDN FACSM | |||||||
| MEMBER | 5.00 | X | 0 | 0 | 0 | ||
| CONNIE M WEAVER PHD | |||||||
| MEMBER | 5.00 | X | 0 | 0 | 0 | ||
| AMY PORTER | |||||||
| EXECUTIVE DIR./CEO | 40.00 | X | 299914 | 0 | 6919 | ||
| ROBERTA BIEGEL THRU 122011 | |||||||
| SNR. DIR. PUBLIC POLICY & GOV'T. REL | 40.00 | 157675 | 0 | 9711 | X | ||
| JOAN NICOLAYSEN THRU 082011 | |||||||
| DIR. OF FINANCE & ADMIN | 40.00 | 128712 | 0 | 6487 | X | ||
| PIPER DANKWORTH-SUTTON | |||||||
| DIR. OF DEVELOPMENT (THRU 10/2011) | 40.00 | 126071 | 0 | 9023 | X | ||
| DAVID LEE | |||||||
| DIR. NBHA | 40.00 | 115385 | 0 | 3916 | X | ||
| SUSAN RANDALL | |||||||
| DIR. OF EDUC. & SCIENCE | 40.00 | 114863 | 0 | 8293 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 942620 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 44349 | TotalOtherCompensation |
| Number Individuals GT100 K | 7 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (3 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| HAINES AND COMPANY INC | |||||
| 8050 FREEDOM AVE NW | NORTH CANTON | OH | 44720 | DIRECT MAILING | 382779 |
| BLACKBAUD | |||||
| 2 CANAL PARK SUITE 4300 | CAMBRIDGE | MA | 02141 | DATABASE SUPPORT AND CONSULTING | 317270 |
| ARTSMITH MEDIA LLC | |||||
| 101 WEST PLUME STREET | NORFOLK | VA | 23510 | WEBSITE DEVELOPMENT, GRAPHIC DESIGN SRVC | 186998 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 3 | NumberOfContractorsGT100K |
| Federated Campaigns | 18910 | FederatedCampaigns |
| Membership Dues | 76110 | MembershipDues |
| Fundraising Events | 198100 | FundraisingEvents |
| All Other Contributions | 3040423 | AllOtherContributions |
| Noncash Contributions | 1092526 | NoncashContributions |
| Total Contributions | 3333543 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | ExclusionExclusionAmount |
|---|---|---|---|---|
| SYMPOSIUM/CO 2011 | 900099 | 683695 | 643695 | $40,000 |
| EDUC./COMM. CONSULTING | 900099 | 67000 | 67000 | |
| SUBSCRIPTIONS/REPRINTS | 900099 | 44344 | 44344 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 795039 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 171591 | TotalRevenueColumn |
| Exclusion | $171,591 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 278117 | TotalRevenueColumn |
| Exclusion | $278,117 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1395144 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1370028 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 25116 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 25116 | TotalRevenueColumn |
| Exclusion | $25,116 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 123324 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 198100 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 269663 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -146339 | TotalRevenueColumn |
| Exclusion | -$146,339 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 13426 | GrossSalesOfInventory |
| Cost Of Goods Sold | 2419 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 11007 | TotalRevenueColumn |
| Exclusion | $11,007 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| LIST RENTAL INCOME | 900099 | 11306 | $11,306 |
| MISCELLANEOUS | 900099 | 638 | $638 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 11944 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4480018 | TotalRevenueColumn |
| Related Or Exempt Function Income | 755039 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $391,436 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 306833 | Total |
| Program Services | 174895 | ProgramServices |
| Management And General | 39888 | ManagementAndGeneral |
| Fundraising | 92050 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1540975 | Total |
| Program Services | 1220778 | ProgramServices |
| Management And General | 74899 | ManagementAndGeneral |
| Fundraising | 245298 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29748 | Total |
| Program Services | 16944 | ProgramServices |
| Management And General | 3883 | ManagementAndGeneral |
| Fundraising | 8921 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 71169 | Total |
| Program Services | 56556 | ProgramServices |
| Management And General | 4233 | ManagementAndGeneral |
| Fundraising | 10380 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 131064 | Total |
| Program Services | 106654 | ProgramServices |
| Management And General | 7136 | ManagementAndGeneral |
| Fundraising | 17274 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43590 | Total |
| Program Services | 35574 | ProgramServices |
| Management And General | 5916 | ManagementAndGeneral |
| Fundraising | 2100 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43471 | Total |
| Program Services | 27761 | ProgramServices |
| Management And General | 6981 | ManagementAndGeneral |
| Fundraising | 8729 | Fundraising |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17934 | Total |
| Fundraising | 17934 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1688 | Total |
| Management And General | 1688 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 874878 | Total |
| Program Services | 823152 | ProgramServices |
| Management And General | 9917 | ManagementAndGeneral |
| Fundraising | 41809 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1095070 | Total |
| Program Services | 1095070 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 397377 | Total |
| Program Services | 303117 | ProgramServices |
| Management And General | 61557 | ManagementAndGeneral |
| Fundraising | 32703 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 203311 | Total |
| Program Services | 148793 | ProgramServices |
| Management And General | 35418 | ManagementAndGeneral |
| Fundraising | 19100 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 352754 | Total |
| Program Services | 200929 | ProgramServices |
| Management And General | 100332 | ManagementAndGeneral |
| Fundraising | 51493 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 62399 | Total |
| Program Services | 45543 | ProgramServices |
| Management And General | 8632 | ManagementAndGeneral |
| Fundraising | 8224 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 198437 | Total |
| Program Services | 171711 | ProgramServices |
| Management And General | 26726 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2423 | Total |
| Management And General | 2423 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 109843 | Total |
| Program Services | 62567 | ProgramServices |
| Management And General | 32796 | ManagementAndGeneral |
| Fundraising | 14480 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37449 | Total |
| Program Services | 21331 | ProgramServices |
| Management And General | 11182 | ManagementAndGeneral |
| Fundraising | 4936 | Fundraising |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| DIRECT MAIL EXPENSES | 558837 | 219947 | 46689 | 292201 |
| MISCELLANEOUS EXPENSE | 218110 | 125966 | 66680 | 25464 |
| SPONSORSHIPS | 7500 | 7500 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6304860 | Total |
| Program Services | 4864788 | ProgramServices |
| Management And General | 546976 | ManagementAndGeneral |
| Fundraising | 893096 | Fundraising |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | X | JointCosts |
Total Joint Costs TotalJointCosts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 576771 | Total |
| Program Services | 227130 | ProgramServices |
| Management And General | 48004 | ManagementAndGeneral |
| Fundraising | 301637 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 294311 | BOY |
| EOY | 561334 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2883861 | BOY |
| EOY | 36939 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 418029 | BOY |
| EOY | 445410 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 140390 | BOY |
| EOY | 79592 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 102303 | BOY |
| EOY | 122837 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 291773 | BOY |
| EOY | 184001 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 698538 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 291583 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 194676 | BOY |
| EOY | 406955 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2924640 | BOY |
| EOY | 4555148 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7249983 | BOY |
| EOY | 6392216 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 433422 | BOY |
| EOY | 908601 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21831 | BOY |
| EOY | 33261 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 650000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 44251 | BOY |
| EOY | 56789 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 499504 | BOY |
| EOY | 1648651 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5739832 | BOY |
| EOY | 3395783 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 830635 | BOY |
| EOY | 1167770 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 180012 | BOY |
| EOY | 180012 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6750479 | BOY |
| EOY | 4743565 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7249983 | BOY |
| EOY | 6392216 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -1824842 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -182072 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5887460 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4607741 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2870158 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3220954 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3328083 | CurrentTaxYear |
| Total | 19914396 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5887460 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4607741 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2870158 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3220954 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3328083 | CurrentTaxYear |
| Total | 19914396 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 3464353 | AmountsSubstContributorsTotal |
| Public Support Total170 | 16450043 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 827914 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 430104 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 469733 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 503775 | CurrentTaxYearMinus1Year |
| Current Tax Year | 461014 | CurrentTaxYear |
| Total | 2692540 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 6045 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 15467 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1475 | CurrentTaxYearMinus1Year |
| Current Tax Year | 638 | CurrentTaxYear |
| Total | 23625 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 22630561 | TotalSupport |
| Gross Receipts From Admissions Etc | 3854557 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.72690 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.70290 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 59473 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 59473 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 6241694 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 6301167 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 465058 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 116265 | FilingOrganizationsTotals |
Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 491802 | CurrentYearMinus3 |
| Current Year Minus2 | 467353 | CurrentYearMinus2 |
| Current Year Minus1 | 385295 | CurrentYearMinus1 |
| Current Year | 465058 | CurrentYear |
| Total | 1809508 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $2,714,262 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 201766 | CurrentYearMinus3 |
| Current Year Minus2 | 75469 | CurrentYearMinus2 |
| Current Year Minus1 | 141977 | CurrentYearMinus1 |
| Current Year | 59473 | CurrentYear |
| Total | 478685 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 122951 | CurrentYearMinus3 |
| Current Year Minus2 | 116838 | CurrentYearMinus2 |
| Current Year Minus1 | 96324 | CurrentYearMinus1 |
| Current Year | 116265 | CurrentYear |
| Total | 452378 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $678,567 | GrassrootsCeilingAmount |
Grassroots Lobbying Expenditures GrassrootsLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 73166 | CurrentYearMinus3 |
| Current Year Minus2 | 12442 | CurrentYearMinus2 |
| Current Year Minus1 | 15461 | CurrentYearMinus1 |
| Current Year | 59473 | CurrentYear |
| Total | 160542 | Total |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 180012 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 8474 | InvestmentEarningsOrLosses |
| Other Expenditures | 8474 | OtherExpenditures |
| End Of Year Balance | 180012 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 180012 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 5753 | InvestmentEarningsOrLosses |
| Other Expenditures | 5753 | OtherExpenditures |
| End Of Year Balance | 180012 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 180012 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 271 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 271 | GrantsOrScholarships |
| End Of Year Balance | 180012 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 180012 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 3388 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 3388 | GrantsOrScholarships |
| End Of Year Balance | 180012 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 129448 | OtherCostOrOtherBasis |
| Depreciation | 107575 | Depreciation |
| Book Value | 21873 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 569090 | OtherCostOrOtherBasis |
| Depreciation | 184008 | Depreciation |
| Book Value | 385082 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 406955 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DEFERRED RENT | Description |
| Amount | $56,789 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 56789 | TotalOfAmounts |
| Total Revenue | 4480018 | TotalRevenue |
| Total Expenses | 6304860 | TotalExpenses |
| Excess Or Deficit For Year | -1824842 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -182072 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -182072 | TotalAdjustments |
| Excess Or Deficit Per FS | -2006914 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 4577403 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -182072 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 29212 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 272082 | OtherRevenues |
| Revenue Not Rptd F990 | 119222 | RevenueNotRptdF990 |
| Revenue Subtotal | 4458181 | RevenueSubtotal |
| Investment Expenses Not Included | 1688 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 20149 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 21837 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 4480018 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 6584317 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 29212 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 272082 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 301294 | ExpensesNotRptdF990 |
| Expenses Subtotal | 6283023 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 1688 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 20149 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 21837 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 6304860 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| 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. THE RESTRICTED INCOME IS FOR MEDICAL RESEARCH REGARDING BONE HEALTH AND BONE RESEARCH GRANTS. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE FOUNDATION PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED DECEMBER 31, 2011, 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 XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 2,419. SPECIAL EVENT EXPENSES 269,663. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | TRANSACTION FEES 20,149. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 2,419. SPECIAL EVENT EXPENSES 269,663. | |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | TRANSACTION FEES 20,149. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAINES AND COMPANY INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8050 FREEDOM AVE NW | AddressLine1 |
| City | NORTH CANTON | City |
| State | OH | State |
| ZIP Code | 44720 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | DIRECT MAIL PROGRAM | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 746663 | GrossReceipts |
| Amount Retained By Contractor | 17934 | AmountRetainedByContractor |
| Net To Organization | 728728 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 746663 | TotalGrossReceipts |
| Total Retained By Contractors | 17934 | TotalRetainedByContractors |
| Total Net To Organization | 728728 | TotalNetToOrganization |
| Licensed States | AK | LicensedStates |
| Licensed States | AZ | LicensedStates |
| Licensed States | AR | LicensedStates |
| Licensed States | CA | LicensedStates |
| Licensed States | DC | LicensedStates |
| Licensed States | FL | LicensedStates |
| Licensed States | GA | LicensedStates |
| Licensed States | HI | LicensedStates |
| Licensed States | IL | LicensedStates |
| Licensed States | KS | LicensedStates |
| Licensed States | KY | LicensedStates |
| Licensed States | ME | LicensedStates |
| Licensed States | MD | LicensedStates |
| Licensed States | MA | LicensedStates |
| Licensed States | MI | LicensedStates |
| Licensed States | MS | LicensedStates |
| Licensed States | MO | LicensedStates |
| Licensed States | NH | LicensedStates |
| Licensed States | NJ | LicensedStates |
| Licensed States | NM | LicensedStates |
| Licensed States | MN | LicensedStates |
| Licensed States | NC | LicensedStates |
| Licensed States | ND | LicensedStates |
| Licensed States | OH | LicensedStates |
| Licensed States | OK | LicensedStates |
| Licensed States | OR | LicensedStates |
| Licensed States | PA | LicensedStates |
| Licensed States | RI | LicensedStates |
| Licensed States | SC | LicensedStates |
| Licensed States | TN | LicensedStates |
| Licensed States | UT | LicensedStates |
| Licensed States | VA | LicensedStates |
| Licensed States | WI | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GALA | NameOfEvent1 |
| Gross Receipts Event1 | 205615 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 172075 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 33540 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 36744 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 31932 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 67504 | OtherDirectExpensesEvent1 |
| Name Of Event2 | MOTHERS TO DAUGHTERS LUNCHEON | NameOfEvent2 |
| Gross Receipts Event2 | 115809 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 26025 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 89784 | GrossRevenueEvent2 |
| Non Cash Prizes Event2 | 20886 | NonCashPrizesEvent2 |
| Rent Facility Costs Event2 | 31745 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 29680 | FoodAndBeverageEvent2 |
| Other Direct Expenses Event2 | 51172 | OtherDirectExpensesEvent2 |
| Gross Receipts Total | 321424 | GrossReceiptsTotal |
| Charitable Contributions Total | 198100 | CharitableContributionsTotal |
| Gross Revenue Total Events | 123324 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 20886 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 68489 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 61612 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 118676 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 269663 | DirectExpenseSummaryEvents |
| Net Income Summary | -146339 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 1 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 1 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AMY PORTER | |||||||||||||
| 272214 | 0 | 23500 | 0 | 4200 | 0 | 4819 | 0 | 2100 | 0 | 306833 | 0 | 0 | 0 |
| ROBERTA BIEGEL THRU 122011 | |||||||||||||
| 124917 | 0 | 0 | 0 | 32758 | 0 | 4200 | 0 | 5511 | 0 | 167386 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| PART I, LINES 4A-B | AMY PORTER, EXECUTIVE DIRECTOR AND CHIEF EXECUTIVE OFFICER, RECEIVED A CONTRIBUTION OF $9,176 TOWARDS A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN. JOAN NICOLAYSEN, DIRECTOR OF FINANCE AND ADMINISTRATION UNTIL AUGUST 17, 2011, RECEIVED A SEVERANCE PAYMENT OF $32,500. |
| PART I, LINE 7 | DURING THE YEAR ENDED DECEMBER 31, 2011, AMY PORTER, EXECUTIVE DIRECTOR AND CHIEF EXECUTIVE OFFICER, RECEIVED A BONUS OF $23,500 WHICH WAS AWARDED BASED ON HER PERFORMANCE AND AT THE DISCRETION OF THE BOARD. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 5 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 7314 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (4 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | PRINT ADS | 2 | 5460 | FMV |
| X | ADVERTISING | 3 | 1054975 | FMV |
| X | TRAVEL, MEALS, AND ENTERTAINMENT | 4 | 441 | COST |
| X | EVENT RAFFLE ITEMS | 43 | 24336 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | THIRD PARTY USE: | Identifier |
| Return Reference | PART I, LINE 32B: | ReturnReference |
| Explanation | MERRILL LYNCH LIQUIDATES NON-CASH STOCK CONTRIBUTIONS UPON THE REQUEST OF NOF'S DIRECTOR OF FINANCE AND ADMINISTRATION IN COMPLIANCE WITH NOF'S INVESTMENT POLICY. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -182,072. | CHANGES IN NET ASSETS OR FUND BALANCES: |