Arthritis Foundation Mid Atlantic Region Inc: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- Arthritis Foundation Mid Atlantic Region Inc (EIN 80-0518955)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-08-09
- IRS object ID
- 201212229349300111
- 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 D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-08-09T08:45:59-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 581729751 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Metcalf Davis CPAs | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3340 Peachtree Road NE Suite 2600 | AddressLine1 |
| City | Atlanta | City |
| State | GA | State |
| ZIP Code | 303261089 | 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 | 800518955 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Arthritis Foundation Mid Atlantic Region Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ARTH | NameControl |
| Phone | 8003653811 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2201 West Broad Street No 100 | AddressLine1 |
| City | Richmond | City |
| State | VA | State |
| ZIP Code | 23220 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Barbara J Newhouse | Name |
| Title | President & CEO | Title |
| Phone | 8003653811 | Phone |
| Date Signed | 2012-08-08 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Susan Hill | Name |
| PTIN | P00846200 | PTIN |
| Phone | 4042641700 | Phone |
| Date Prepared | 2012-08-08 | 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 | Barbara J Newhouse | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2201 West Broad Street No 100 | AddressLine1 |
| City | Richmond | City |
| State | VA | State |
| ZIP Code | 23220 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 22409833 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Group Exemption Number | 8510 | GroupExemptionNumber |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.arthritis.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2010 | YearFormation |
| State Legal Domicile | GA | StateLegalDomicile |
| Activity Or Mission Description | The mission of the Arthritis Foundation is to improve lives through leadership in the prevention, control and cure of arthritis and related diseases. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 12 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 12 | NbrIndependentVotingMembers |
| Total Nbr Employees | 52 | TotalNbrEmployees |
| Total Nbr Volunteers | 900 | TotalNbrVolunteers |
| Total Gross UBI | 5504 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 4504 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 4839795 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 4405760 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 51020 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 57245 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1034775 | InvestmentIncomePriorYear |
| Investment Income Current Year | 540634 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1135372 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1190181 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 7060962 | TotalRevenuePriorYear |
| Total Revenue Current Year | 6193820 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 304499 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1433900 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 2654346 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 3114453 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 682271 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3946665 | OtherExpensePriorYear |
| Other Expenses Current Year | 3932930 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 6905510 | TotalExpensesPriorYear |
| Total Expenses Current Year | 8481283 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 155452 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -2287463 | RevenuesLessExpensesCY |
| Total Assets BOY | 26381083 | TotalAssetsBOY |
| Total Assets EOY | 23500387 | TotalAssetsEOY |
| Total Liabilities BOY | 1161042 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1508034 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 25220041 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 21992353 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | The mission of the Arthritis Foundation is to improve lives through leadership in prevention, control and cure of arthritis and related diseases. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 2609747 | Expense |
| Revenue | 1884 | Revenue |
| Description | Public Health Education: forges strategic alliances charged with informing and educating the American public by disseminating information via health fair, materials, community awareness, Arthritis Foundation programs and public relations initiatives. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1803429 | Expense |
| Revenue | 55361 | Revenue |
| Description | Patient and Community Services: evidence-based programs to assist with quality of life issues including, but not limited to, movement restrictions and emotional challenges. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2000298 | Expense |
| Grants | 1428109 | Grants |
| Description | Peer-reviewed research grants awarded to scientists, physicians and health professionals involved in cutting-edge studies. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 642040 | Expense |
| Description | Professional Education and Training: to assist those in the medical field who provide care to individuals affected by arthritis. This service also works to ensure that arthritis health professionals have the latest information in the care and treatment of people with arthritis. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 642040 | TotalOfOtherProgramServiceExp |
| Total Program Service Expense | 7055514 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | 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 | 1 | 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 | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | 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 | 16 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 52 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| 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 |
| Form8899 Filed | 0 | Form8899Filed |
| Form1098 C Filed | 0 | Form1098CFiled |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 12 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 12 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 1 | 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 | 1 | LocalChapters |
| Policies Reference Chapters | 1 | PoliciesReferenceChapters |
| 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 | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | DE | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | SC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | DC | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Barbara J Newhouse | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8046659951 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2201 West Broad Street 100 | AddressLine1 |
| City | Richmond | City |
| State | VA | State |
| ZIP Code | 23220 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (19 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| John Gilpin | |||||||
| Chairman | 0.00 | X | 0 | 0 | 0 | ||
| Mike Ortman | |||||||
| Vice Chairman | 0.00 | X | 0 | 0 | 0 | ||
| Jan Wyatt PhD | |||||||
| Board Member | 0.00 | X | 0 | 0 | 0 | ||
| Harry Gewanter MD | |||||||
| Board Member | 0.00 | X | 0 | 0 | 0 | ||
| Britt Byrom | |||||||
| Board Member | 0.00 | X | 0 | 0 | 0 | ||
| Robert Johnson | |||||||
| Board Member | 0.00 | X | 0 | 0 | 0 | ||
| Randeep Kahlon MD | |||||||
| Board Member | 0.00 | X | 0 | 0 | 0 | ||
| James Denny | |||||||
| Board Member | 0.00 | X | 0 | 0 | 0 | ||
| Kathryn Thompson | |||||||
| Board Member | 0.00 | X | 0 | 0 | 0 | ||
| Michael Klepper | |||||||
| Board Member | 0.00 | X | 0 | 0 | 0 | ||
| Fred Cecere | |||||||
| Board Member | 0.00 | X | 0 | 0 | 0 | ||
| Charles Feldmayer | |||||||
| Board Member | 0.00 | X | 0 | 0 | 0 | ||
| Barbara J Newhouse | |||||||
| President & CEO | 35.00 | 225000 | 0 | 19462 | X | ||
| Wanda G Norman | |||||||
| Chief Operating Officer | 35.00 | 136500 | 0 | 15462 | X | ||
| Calaneet Balas | |||||||
| Chief Strategy Officer | 35.00 | 147000 | 0 | 13452 | X | ||
| Teressa Harris | |||||||
| Chief Financial Officer | 35.00 | 118125 | 0 | 12077 | X | ||
| Steven Oswald | |||||||
| SrVP Fund Development | 35.00 | 115000 | 0 | 12202 | X | ||
| Cecil Wallace | |||||||
| SrVP Policy & Communication | 35.00 | 101000 | 0 | 11452 | X | ||
| Nicholas Turkas | |||||||
| SrVP Health & Wellness | 35.00 | 101500 | 0 | 14319 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 944125 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 98426 | 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
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bank of America | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Bank of America Center 150 Nort | AddressLine1 |
| City | Charlotte | City |
| State | NC | State |
| ZIP Code | 28255 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | Investment Management | DescriptionOfServices |
| Compensation | 125497 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Federated Campaigns | 178047 | FederatedCampaigns |
| Fundraising Events | 294600 | FundraisingEvents |
| Government Grants | 102243 | GovernmentGrants |
| All Other Contributions | 3830870 | AllOtherContributions |
| Noncash Contributions | 111469 | NoncashContributions |
| Total Contributions | 4405760 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| Service Fees | 624100 | 55361 | $55,361 |
| Sales | 624100 | 1884 | $1,884 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 57245 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 516766 | TotalRevenueColumn |
| Unrelated Business Revenue | 5504 | UnrelatedBusinessRevenue |
| Exclusion | $511,262 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 15769508 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 15745640 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 23868 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 23868 | TotalRevenueColumn |
| Exclusion | $23,868 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 1670528 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 294600 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 470373 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1200155 | TotalRevenueColumn |
| Exclusion | $1,200,155 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| Miscellaneous Gains | 900099 | 4663 | $4,663 |
| Loss on disposal of fi | 900099 | -14637 | -$14,637 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | -9974 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6193820 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 5504 | UnrelatedBusinessRevenue |
| Exclusion | $1,782,556 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1428109 | Total |
| Program Services | 1428109 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5791 | Total |
| Program Services | 5791 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1042553 | Total |
| Program Services | 833749 | ProgramServices |
| Management And General | 124344 | ManagementAndGeneral |
| Fundraising | 84460 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1655064 | Total |
| Program Services | 1323973 | ProgramServices |
| Management And General | 147686 | ManagementAndGeneral |
| Fundraising | 183405 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 59484 | Total |
| Program Services | 47626 | ProgramServices |
| Management And General | 5071 | ManagementAndGeneral |
| Fundraising | 6787 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 159227 | Total |
| Program Services | 127715 | ProgramServices |
| Management And General | 14532 | ManagementAndGeneral |
| Fundraising | 16980 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 198125 | Total |
| Program Services | 158500 | ProgramServices |
| Management And General | 19812 | ManagementAndGeneral |
| Fundraising | 19813 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 56057 | Total |
| Program Services | 44845 | ProgramServices |
| Management And General | 5606 | ManagementAndGeneral |
| Fundraising | 5606 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31951 | Total |
| Program Services | 25561 | ProgramServices |
| Management And General | 3195 | ManagementAndGeneral |
| Fundraising | 3195 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 85657 | Total |
| Program Services | 68525 | ProgramServices |
| Management And General | 8566 | ManagementAndGeneral |
| Fundraising | 8566 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 78546 | Total |
| Program Services | 62837 | ProgramServices |
| Management And General | 7854 | ManagementAndGeneral |
| Fundraising | 7855 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 273539 | Total |
| Program Services | 218831 | ProgramServices |
| Management And General | 27355 | ManagementAndGeneral |
| Fundraising | 27353 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5948 | Total |
| Program Services | 4758 | ProgramServices |
| Management And General | 595 | ManagementAndGeneral |
| Fundraising | 595 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 290656 | Total |
| Program Services | 232524 | ProgramServices |
| Management And General | 29066 | ManagementAndGeneral |
| Fundraising | 29066 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 239943 | Total |
| Program Services | 191953 | ProgramServices |
| Management And General | 23995 | ManagementAndGeneral |
| Fundraising | 23995 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 187730 | Total |
| Program Services | 150184 | ProgramServices |
| Management And General | 18773 | ManagementAndGeneral |
| Fundraising | 18773 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2265589 | Total |
| Program Services | 1796182 | ProgramServices |
| Management And General | 265317 | ManagementAndGeneral |
| Fundraising | 204090 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25328 | Total |
| Program Services | 20263 | ProgramServices |
| Management And General | 2532 | ManagementAndGeneral |
| Fundraising | 2533 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36065 | Total |
| Program Services | 28851 | ProgramServices |
| Management And General | 3607 | ManagementAndGeneral |
| Fundraising | 3607 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Misc. expenses | 264203 | 211362 | 26421 | 26420 |
| Printing, publications | 67300 | 53840 | 6730 | 6730 |
| Dues & subscriptions ex | 18390 | 14712 | 1839 | 1839 |
| Data processing and acc | 4061 | 3249 | 406 | 406 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1967 | Total |
| Program Services | 1574 | ProgramServices |
| Management And General | 196 | ManagementAndGeneral |
| Fundraising | 197 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8481283 | Total |
| Program Services | 7055514 | ProgramServices |
| Management And General | 743498 | ManagementAndGeneral |
| Fundraising | 682271 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1170256 | BOY |
| EOY | 200109 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 509396 | BOY |
| EOY | 357871 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 571898 | BOY |
| EOY | 676466 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 74429 | BOY |
| EOY | 108873 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 175505 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 77032 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 52015 | BOY |
| EOY | 98473 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23443358 | BOY |
| EOY | 21425917 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 559731 | BOY |
| EOY | 632678 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26381083 | BOY |
| EOY | 23500387 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 305792 | BOY |
| EOY | 534813 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 855250 | BOY |
| EOY | 973221 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1161042 | BOY |
| EOY | 1508034 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 862373 | BOY |
| EOY | 1472276 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7122773 | BOY |
| EOY | 3295385 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17234895 | BOY |
| EOY | 17224692 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25220041 | BOY |
| EOY | 21992353 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26381083 | BOY |
| EOY | 23500387 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -2287463 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -940225 | 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 Minus1 Year | 4839795 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4418153 | CurrentTaxYear |
| Total | 9257948 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 4839795 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4418153 | CurrentTaxYear |
| Total | 9257948 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 84327 | AmountsSubstContributorsTotal |
| Public Support Total170 | 9173621 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 741416 | CurrentTaxYearMinus1Year |
| Current Tax Year | 516766 | CurrentTaxYear |
| Total | 1258182 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 99224 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4663 | CurrentTaxYear |
| Total | 103887 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 10620017 | TotalSupport |
| First5 Years170 | X | First5Years170 |
| General Explanation | Schedule A, Part II, Line 10, Explanation of Other Income: Miscellaneous Gains | GeneralExplanation |
| General Explanation | Schedule A, Part IV, Supplemental Information: Other income is an accumulation of individually insignificant transactions of revenues and expenses incurred during normal day-to-day operations of the Organization and were not orginally recorded in specific income or expense accounts during the year. For financial reporting purposes this accumulated balance was deemed immaterial and remained separately reported on the Organization's financial statements as 'Miscellaneous gains and losses.' | GeneralExplanation |
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 D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 23541941 | BeginningOfYearBalance |
| Contributions | 10500 | Contributions |
| Investment Earnings Or Losses | -397040 | InvestmentEarningsOrLosses |
| Other Expenditures | 1840288 | OtherExpenditures |
| End Of Year Balance | 21315113 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 21193087 | BeginningOfYearBalance |
| Contributions | 661401 | Contributions |
| Investment Earnings Or Losses | 2834516 | InvestmentEarningsOrLosses |
| Other Expenditures | 1147063 | OtherExpenditures |
| End Of Year Balance | 23541941 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00350 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.21370 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.78280 | TermEndowmentEOYBalance |
| 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 | 175505 | OtherCostOrOtherBasis |
| Depreciation | 77032 | Depreciation |
| Book Value | 98473 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 98473 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (11 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| Domestic equity mutual funds | 2984260 | F |
| Fixed income mutual funds | 1034068 | F |
| International equity mutual funds | 1897304 | F |
| U.S. Government Securities | 2111626 | F |
| Corporate notes and bonds | 1789743 | F |
| Common stock | 7360189 | F |
| Alternative investments | 1021904 | F |
| Commodities | 560163 | F |
| Money market & other mutual funds | 2495190 | F |
| Real estate investment trusts | 143478 | F |
| Foreign Government securities | 27992 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 21425917 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Related party payable | $952,536 |
| Operating leases | $20,685 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 973221 | TotalOfAmounts |
| Total Revenue | 6193820 | TotalRevenue |
| Total Expenses | 8481283 | TotalExpenses |
| Excess Or Deficit For Year | -2287463 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -940225 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -940225 | TotalAdjustments |
| Excess Or Deficit Per FS | -3227688 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 5253595 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -940225 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 287143 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | -287143 | OtherRevenues |
| Revenue Not Rptd F990 | -940225 | RevenueNotRptdF990 |
| Revenue Subtotal | 6193820 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 6193820 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 8481283 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 8481283 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 8481283 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Description of Intended Use of Endowment Funds: | Part V, Line 4: | The Region's endowment consists of six donor restricted endownment funds established for the purpose of funding research and operations and other amounts designated by the Board of Directors as endowment. |
| Description of Uncertain Tax Positions Under FIN 48: | Part X: | Income Taxes - The Region is a not-for-profit corporation and has been recognized as exempt from Federal income taxes on related income under Section 501(c)3 of the Internal Revenue Code (IRC). At times, the Region may be engaged in certain activities unrelated to the mission of the Region for which it would be responsible for payment of unrelated business income tax. Deferred tax assets and liabilities are measured based on enacted tax laws and rates expected to apply to taxable income in the years in which temporary differences are expected to be recorded or settled. Income taxes did not have a material impact on the financial position or change in net assets of the Region as of and for the year ended December 31, 2011. |
| Part XII, Line 2d - Other Adjustments: | Direct expenses from fundraising events - contributed services -287,143. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Arthritis Walks | NameOfEvent1 |
| Gross Receipts Event1 | 475956 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 59342 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 416614 | GrossRevenueEvent1 |
| Non Cash Prizes Event1 | 10070 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 1625 | RentFacilityCostsEvent1 |
| Other Direct Expenses Event1 | 34376 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Jingle Bell Runs | NameOfEvent2 |
| Gross Receipts Event2 | 653935 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 131156 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 522779 | GrossRevenueEvent2 |
| Non Cash Prizes Event2 | 46973 | NonCashPrizesEvent2 |
| Rent Facility Costs Event2 | 2888 | RentFacilityCostsEvent2 |
| Other Direct Expenses Event2 | 66160 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 2 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 835237 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 391245 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 443992 | GrossRevenueOtherEvents |
| Cash Prizes Other Events | 41250 | CashPrizesOtherEvents |
| Non Cash Prizes Other Events | 2664 | NonCashPrizesOtherEvents |
| Rent Facility Costs Other Events | 175237 | RentFacilityCostsOtherEvents |
| Other Direct Expenses Other Events | 89130 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 1965128 | GrossReceiptsTotal |
| Charitable Contributions Total | 581743 | CharitableContributionsTotal |
| Gross Revenue Total Events | 1383385 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 41250 | CashPrizesTotalEvents |
| Non Cash Prizes Total Events | 59707 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 179750 | RentFacilityCostsTotalEvents |
| Other Direct Expenses Total Events | 189666 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 470373 | DirectExpenseSummaryEvents |
| Net Income Summary | 913012 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| Arthritis Foundation - National Office | |||||||
| 1330 W Peachtree Street | Atlanta | GA | 30309 | 581341679 | 501 (C)(3) | 1350000 | Research |
| South Carolina Department of Mental Health | |||||||
| 2414 Bull Street | Columbia | SC | 29202 | 576000922 | 501 (C)(3) | 5250 | Patient and public education |
| South Carolina Department of Health & Environmental Control | |||||||
| 2600 Bull Street | Columbia | SC | 29201 | 576000286 | 501 (C)(3) | 72239 | Patient and public education |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 3 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | Patient assistance grants for durable medical goods and patient education scholarships. | TypeOfGrant |
| Number Of Recipients | 22 | NumberOfRecipients |
| Amount Of Cash Grant | 5791 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | Schedule I, Part I, Line 2: Monitoring is provided by the Arthritis Foundation's National Office through oversight of the terms and conditions of a written grant agreement. Multiyear agreements require yearly progress and financial reports for continuation of funding. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | 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 | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Barbara J Newhouse | |||||||||||||
| 210000 | 0 | 15000 | 0 | 0 | 0 | 10500 | 0 | 8962 | 0 | 244462 | 0 | 0 | 0 |
| Wanda G Norman | |||||||||||||
| 130000 | 0 | 6500 | 0 | 0 | 0 | 6500 | 0 | 8962 | 0 | 151962 | 0 | 0 | 0 |
| Calaneet Balas | |||||||||||||
| 140000 | 0 | 7000 | 0 | 0 | 0 | 7000 | 0 | 6452 | 0 | 160452 | 0 | 0 | 0 |
Schedule M IRS990ScheduleM
Cars And Other Vehicles CarsAndOtherVehicles
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 105388 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Fair Market Value | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | Miscellaneous Goods | Description |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 6081 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Fair Market Value | MethodOfDeterminingRevenues |
| 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 | Non Reporting of Revenue: | Identifier |
| Return Reference | Part I, Line 33: | ReturnReference |
| Explanation | Auto's for Arthritis- Advanced Remarketing Services delivers professional remarketing services to the Arthritis Foundation car donation programs. Services include state of the art call center, nationwide towing coverage, established network of buyers and auctions, comprehensive reporting and processing of all required State and IRS documents. Funds collected (gross, less applicable fees) are direct deposited into the Region's bank account. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Form 990, Part VI, Section A, line 3 | The executive committee has limited authority to make decisions, but those decisions must be ratified by the governing board. | |
| Form 990, Part VI, Section B, line 11 | Prior to filing the 2011 Form 990 with the IRS, the Region's executive officer, key accounting personnel and officers of the Board of Trustees received a copy of the Region's Form 990 electronically. Each individually reviewed the Form (including schedules) and submitted questions or comments to management as deemed necessary. Questions and comments were resolved appropriately to the satisfaction of the Region's executive officer, key accounting personnel and officers of the Board of Trustees. The Form 990 (including schedules) was then approved by the Officer's of the Board of Trustees. Once the Form 990 was finalized and approved by the Officer's of the Board of Trustees a copy of the final Form 990 (including schedules), was provided to each voting member of the region's Board of Trustees. Where possible the form was provided electronically. When necessary the form was provided in paper form. Ten business days was provided for resolving questions and comments before filing the final Form 990 with the IRS. | |
| Form 990, Part VI, Section B, line 12c | At least annually, all employees must sign a Conflict of Interest disclosure form. All volunteer positions such as nominees for Board, Council, Committee and ad hoc task force positions shall complete a conflict of interest disclosure form annually and prior to initial appointment to serve in these various positions. If potential conflicts exist as to Arthritis Foundation Staff, the appropriate management and/or the Human Resources department shall address them. | |
| Form 990, Part VI, Section B, line 15 | Work performance and salary are reviewed annually by the employee's supervisor in collaboration with the President and/or Board of Trustees. Increases, within the salary range, are granted to those whose performance merits an increase. Increases are not automatic. Additional responsibility carried, competence on the job, including attendance, punctuality, ability to meet assigned deadlines, ability to get along with fellow workers, and length of service are among the factors considered in granting increases. | |
| Form 990, Part VI, Section C, line 19 | The organization makes public the majority of its governing documents, conflict of interest policy, and financial statements via the National Office's website at www.arthritis.org. All other documents not readily avialible via this website are available upon request. | |
| Form 990, Part XI, line 5: | Net unrealized losses on investments: -940,225. | Changes in Net Assets or Fund Balances: |