2012-08-09T08:45:59-05:00 2011-12-31 581729751 Metcalf Davis CPAs 3340 Peachtree Road NE Suite 2600 Atlanta GA 303261089 990 2011-01-01 800518955 Arthritis Foundation Mid Atlantic Region Inc ARTH 8003653811 2201 West Broad Street No 100 Richmond VA 23220 Barbara J Newhouse 8003653811 2012-08-08 1 Susan Hill P00846200 4042641700 2012-08-08 2011 2016-02-24 21:20:13Z Barbara J Newhouse 2201 West Broad Street No 100 Richmond VA 23220 22409833 0 8510 X www.arthritis.org X 2010 GA The mission of the Arthritis Foundation is to improve lives through leadership in the prevention, control and cure of arthritis and related diseases. 12 12 52 900 5504 4504 4839795 4405760 51020 57245 1034775 540634 1135372 1190181 7060962 6193820 304499 1433900 0 0 2654346 3114453 0 0 682271 3946665 3932930 6905510 8481283 155452 -2287463 26381083 23500387 1161042 1508034 25220041 21992353 X The mission of the Arthritis Foundation is to improve lives through leadership in prevention, control and cure of arthritis and related diseases. 0 0 2609747 1884 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. 1803429 55361 Patient and Community Services: evidence-based programs to assist with quality of life issues including, but not limited to, movement restrictions and emotional challenges. 2000298 1428109 Peer-reviewed research grants awarded to scientists, physicians and health professionals involved in cutting-edge studies. 642040 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. 642040 7055514 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 16 0 52 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 12 12 0 1 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 MD DE VA NC SC DC X X Barbara J Newhouse 8046659951 2201 West Broad Street 100 Richmond VA 23220 John Gilpin 0.00 X 0 0 0 Mike Ortman 0.00 X 0 0 0 Jan Wyatt PhD 0.00 X 0 0 0 Harry Gewanter MD 0.00 X 0 0 0 Britt Byrom 0.00 X 0 0 0 Robert Johnson 0.00 X 0 0 0 Randeep Kahlon MD 0.00 X 0 0 0 James Denny 0.00 X 0 0 0 Kathryn Thompson 0.00 X 0 0 0 Michael Klepper 0.00 X 0 0 0 Fred Cecere 0.00 X 0 0 0 Charles Feldmayer 0.00 X 0 0 0 Barbara J Newhouse 35.00 X 225000 0 19462 Wanda G Norman 35.00 X 136500 0 15462 Calaneet Balas 35.00 X 147000 0 13452 Teressa Harris 35.00 X 118125 0 12077 Steven Oswald 35.00 X 115000 0 12202 Cecil Wallace 35.00 X 101000 0 11452 Nicholas Turkas 35.00 X 101500 0 14319 944125 0 98426 7 0 1 0 Bank of America One Bank of America Center 150 Nort Charlotte NC 28255 Investment Management 125497 1 178047 294600 102243 3830870 111469 4405760 Service Fees 624100 55361 55361 Sales 624100 1884 1884 57245 516766 5504 511262 15769508 15745640 23868 23868 23868 1670528 294600 470373 1200155 1200155 Miscellaneous Gains 900099 4663 4663 Loss on disposal of fi 900099 -14637 -14637 -9974 6193820 0 5504 1782556 1428109 1428109 5791 5791 1042553 833749 124344 84460 1655064 1323973 147686 183405 59484 47626 5071 6787 159227 127715 14532 16980 198125 158500 19812 19813 56057 44845 5606 5606 31951 25561 3195 3195 85657 68525 8566 8566 78546 62837 7854 7855 273539 218831 27355 27353 5948 4758 595 595 290656 232524 29066 29066 239943 191953 23995 23995 187730 150184 18773 18773 2265589 1796182 265317 204090 25328 20263 2532 2533 36065 28851 3607 3607 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 1967 1574 196 197 8481283 7055514 743498 682271 1170256 200109 509396 357871 571898 676466 74429 108873 175505 77032 52015 98473 23443358 21425917 559731 632678 26381083 23500387 305792 534813 855250 973221 1161042 1508034 X 862373 1472276 7122773 3295385 17234895 17224692 25220041 21992353 26381083 23500387 X -2287463 -940225 X 0 1 1 X 0 X 4839795 4418153 9257948 4839795 4418153 9257948 84327 9173621 741416 516766 1258182 99224 4663 103887 10620017 X Schedule A, Part II, Line 10, Explanation of Other Income: Miscellaneous Gains 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.' RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 23541941 10500 -397040 1840288 21315113 21193087 661401 2834516 1147063 23541941 0.00350 0.21370 0.78280 0 0 175505 77032 98473 98473 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 21425917 Related party payable 952536 Operating leases 20685 973221 6193820 8481283 -2287463 -940225 -940225 -3227688 5253595 -940225 287143 -287143 -940225 6193820 0 6193820 8481283 0 8481283 0 8481283 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. Arthritis Walks 475956 59342 416614 10070 1625 34376 Jingle Bell Runs 653935 131156 522779 46973 2888 66160 2 835237 391245 443992 41250 2664 175237 89130 1965128 581743 1383385 41250 59707 179750 189666 470373 913012 1 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 3 Patient assistance grants for durable medical goods and patient education scholarships. 22 5791 Procedure for Monitoring Grants in the U.S.: Part I, Line 2: 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. X X X 0 0 0 0 0 0 0 0 0 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 X 2 105388 Fair Market Value X Miscellaneous Goods 1 6081 Fair Market Value 0 1 1 Non Reporting of Revenue: Part I, Line 33: 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. 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. Changes in Net Assets or Fund Balances: Form 990, Part XI, line 5: Net unrealized losses on investments: -940,225.