2026-05-07T15:00:37-05:00 2025-09-30 881478669 CBIZ ADVISORS LLC 1899 L STREET NW 850 WASHINGTON DC 20036 990 2024-10-01 431131436 LUPUS FOUNDATION OF AMERICA INC LUPU 2023491155 2121 K STREET NW 200 WASHINGTON DC 20037 CYNTHIA WHEELER CHIEF FINANCIAL OFFICER 2023491155 2026-05-01 1 0 AARON FOX P01365820 2022274000 2026-05-01 2024 2025-03-06 01:10:19Z CYNTHIA WHEELER 2121 K STREET NW 200 WASHINGTON DC 20037 15083218 0 X WWW.LUPUS.ORG X 1977 DC IMPROVE THE QUALITY OF LIFE FOR PEOPLE WITH LUPUS THROUGH RESEARCH, EDUCATION, SUPPORT AND ADVOCACY. 19 19 76 1075 332500 84877 13240424 13167396 1925082 1612180 256866 194988 6232 23403 15428604 14997967 1228516 423638 0 0 8139633 8968852 119200 123500 2767818 7616271 7227528 17103620 16743518 -1675016 -1745551 13653637 11374155 7222505 6641567 6431132 4732588 X LUPUS FOUNDATION OF AMERICA, INC. (THE FOUNDATION) IS DEDICATED TO IMPROVING THE QUALITY OF LIFE FOR ALL PEOPLE AFFECTED BY LUPUS THROUGH PROGRAMS OF RESEARCH, EDUCATION, SUPPORT, AND ADVOCACY. 0 0 4974865 5000 102775 PUBLIC INFORMATION AND EDUCATION:THE FOUNDATION STRENGTHENED ITS ROLE AS THE LEADING SOURCE OF LUPUS INFORMATION. THE LUPUS.ORG WEBSITE REACHED MORE THAN 9.8 MILLION ANNUAL VIEWS, SUPPORTED BY HOMEPAGE OPTIMIZATION IMPROVEMENTS AND THE INTEGRATION OF THE DIGITAL KNOW LUPUS QUIZ TO ENHANCE ENGAGEMENT DURING LUPUS AWARENESS MONTH (LAM) AND YEAR-ROUND. SOCIAL MEDIA FOLLOWING GREW TO MORE THAN 450,000 COMBINED FOLLOWERS ACROSS PLATFORMS, SUPPORTED BY TARGETED CAMPAIGNS, INCLUDING "SPOTLIGHT SERIES" INITIATIVES HIGHLIGHTING DISPARITIES AND THE UNIQUE IMPACT OF LUPUS ACROSS POPULATIONS.LUPUS AWARENESS MONTH CONTINUED UNDER THE THEME MAKE LUPUS VISIBLE, FEATURING EDUCATIONAL RESOURCES, PERSONAL STORIES, VIDEOS, ADVOCACY EVENTS, AND PROMOTIONAL EFFORTS TIED TO MAJOR FUNDRAISING INITIATIVES AND THE NATIONAL LUPUS ADVOCACY SUMMIT. AN OMNIBUS AWARENESS SURVEY SHOWED 53% OF U.S. ADULTS STILL REPORTED LIMITED OR NO KNOWLEDGE OF THE DISEASE, UNDERSCORING THE NEED FOR CONTINUED EDUCATION.GLOBALLY, THE FOUNDATION LED WORLD LUPUS DAY ON MAY 10 THROUGH ITS WORLD LUPUS FEDERATION (WLF), EXECUTING AN INTERNATIONAL MAKE LUPUS VISIBLE CAMPAIGN. IN 2025, THE FEDERATION MARKED ITS 10TH ANNIVERSARY WITH A COMPREHENSIVE COMMUNICATIONS CAMPAIGN, NEW LOGO, AND REDESIGNED WEBSITE TO CELEBRATE A DECADE OF IMPACT. THE WORLD LUPUS FEDERATION, NOW COMPRISING APPROXIMATELY 250 ORGANIZATIONS ACROSS 75 COUNTRIES, COMPLETED KEY INITIATIVES IDENTIFIED IN ITS NEEDS ASSESSMENT, INCLUDING DEVELOPMENT OF A SPANISH-LANGUAGE "UNDERSTANDING LUPUS" FACT SHEET FOR INTERNATIONAL PARTNERS AND A GLOBAL WEBINAR ON CREATING PEER-LED SUPPORT GROUPS. 4474306 PATIENT EDUCATION AND SUPPORT:THE FOUNDATION'S NATIONAL RESOURCE CENTER ON LUPUS (NRCL) REMAINED CENTRAL TO PATIENT EDUCATION, REACHING NEARLY 2 MILLION USERS AND GENERATING 3.3 MILLION SESSIONS IN 2025 WITH A 65% ENGAGEMENT RATE. THE FOUNDATION UPDATED OR CREATED NEW 24 MEDICALLY-REVIEWED ENGLISH RESOURCES AND 20 SPANISH RESOURCES, WITH 88% OF MATERIALS NOW AVAILABLE BILINGUALLY. NEW BLOG CONTENT ADDRESSED MENTAL HEALTH, LUPUS NEPHRITIS, AND LIFESTYLE STRATEGIES.THE FOUNDATION HOSTED 29 LUPUS & YOU EMPOWERMENT CONFERENCES, ATTRACTING MORE THAN 1,500 IN-PERSON ATTENDEES, 41% OF WHOM WERE NEW TO THE ORGANIZATION. CONFERENCES PROVIDED EDUCATION, SUPPORT, AND OPPORTUNITIES FOR RESEARCH ENGAGEMENT. ADDITIONALLY, THE LUPUS & YOU: ANSWERS, ADVOCACY, ACTION WEBINAR SERIES REACHED NEARLY 7,900 INDIVIDUALS THROUGH LIVE AND RECORDED SESSIONS. SELF-MANAGEMENT EDUCATION CONTINUED TO GROW THROUGH THE SELF (STRATEGIES TO EMBRACE LIVING WITH LUPUS FEARLESSLY) PROGRAM, NOW DELIVERED VIA MOBILE APP. IN 2025, MORE THAN 5,200 INDIVIDUALS REGISTERED FOR THE APP, WITH 1,200 MONTHLY ACTIVE USERS. COMPLEMENTARY TOOLS INCLUDED A PEER SELF-MANAGEMENT PILOT PROGRAM, PRINTED GUIDES, AND A HEALTH CARE PROFESSIONAL REFERRAL TOOLKIT.THE TAKE CHARGE/TOME CONTROL EMAIL SERIES GAINED 842 NEW SUBSCRIBERS IN FY2025, REACHING MORE THAN 17,000 SUBSCRIBERS OVERALL, WITH ABOUT 20% SELECTING SPANISH-LANGUAGE CONTENT. THE EXPERT SERIES PODCAST ADDED NEW EPISODES ADDRESSING FIBROMYALGIA, MENOPAUSE, AND LUPUS IN MEN.COMMUNITY-LEVEL OUTREACH INCLUDED PARTNERSHIPS WITH 20 LIBRARIES, LOCAL EVENTS REACHING NEARLY 2,000 ATTENDEES, AND THE BE FIERCE. TAKE CONTROL. AWARENESS CAMPAIGN, WHICH GENERATED 16.9 MILLION AD VIEWS AND MORE THAN 56,000 WEBSITE VISITS. HEALTH EDUCATION SPECIALISTS RESPONDED TO 2,887 INQUIRIES FROM INDIVIDUALS ACROSS 46 STATES, THREE U.S. TERRITORIES, AND MORE THAN 65 COUNTRIES. TRANSLATION SERVICES EXPANDED CULTURALLY APPROPRIATE MATERIALS AND PROGRAM ACCESS.THE FOUNDATION UPDATED 42 STATE AND LOCAL 211 SYSTEMS WITH LUPUS RESOURCES AND LAUNCHED A CONTINUING NURSING EDUCATION COURSE ACCESSED BY MORE THAN 100 NURSES SHORTLY AFTER RELEASE. THE COMMUNITY HEALTH WORKER RESOURCE HUB EXPANDED WITH UPDATED MODULES AND A SPANISH-LANGUAGE PROMOTORES DE SALUD HUB. OUTREACH EFFORTS REACHED HUNDREDS OF FRONTLINE HEALTH WORKERS, AND SPECIALIZED WORKSHOPS SUPPORTED CULTURALLY RELEVANT EDUCATION IN NATIVE AMERICAN COMMUNITIES.ADDITIONAL PROFESSIONAL ENGAGEMENT INCLUDED DEVELOPMENT OF PROVIDER REFERRAL TOOLKITS, UPDATED CLINICIAN-FOCUSED CONTENT, EDUCATIONAL VIDEOS, CONFERENCE PRESENTATIONS, AND COLLABORATIVE PARTNERSHIPS TO STRENGTHEN REFERRAL PATHWAYS AND IMPROVE LUPUS CARE DELIVERY. 2265504 408638 21285 PROFESSIONAL RELATIONS AND EDUCATION:THE FOUNDATION'S ADVOCACY EFFORTS DELIVERED HISTORIC FUNDING GAINS. DURING THE NATIONAL LUPUS ADVOCACY SUMMIT, MORE THAN 350 ADVOCATES CONDUCTED NEARLY 200 MEETINGS ON CAPITOL HILL. THESE EFFORTS CONTRIBUTED TO SECURING $27 MILLION IN LUPUS-SPECIFIC FEDERAL FUNDING FOR FY2026 THE HIGHEST EVER APPROVED IN A SINGLE YEAR. FUNDING ALLOCATIONS INCLUDED:- $14 MILLION FOR THE CDC'S NATIONAL LUPUS PATIENT REGISTRY- $10 MILLION FOR THE DEPARTMENT OF DEFENSE LUPUS RESEARCH PROGRAM- $3 MILLION FOR THE OFFICE OF MINORITY HEALTH'S LUPUS TRAINING AND OUTREACH INITIATIVES- $49.7 BILLION OVERALL FOR THE NATIONAL INSTITUTES OF HEALTH, THE WORLD'S LARGEST PUBLIC FUNDER OF LUPUS RESEARCHTHE FOUNDATION ALSO ADVANCED PATIENT-CENTERED DRUG DEVELOPMENT BY CONTRIBUTING TO FDA PATIENT FOCUSED DRUG DEVELOPMENT GUIDANCE, AND IT ENGAGED IN FEDERAL AND STATE ADVOCACY TO ELIMINATE RESTRICTIVE INSURANCE PRACTICES SUCH AS STEP THERAPY AND CO-PAY ACCUMULATORS. THE FOUNDATION ALSO MOBILIZED A NETWORK OF MORE THAN 40,000 GRASSROOTS ADVOCATES NATIONWIDE.THROUGH LEADERSHIP OF THE MAPRX COALITION, REPRESENTING MORE THAN 60 NATIONAL PATIENT ORGANIZATIONS, THE FOUNDATION WORKED TO PROTECT MEDICARE PART D BENEFITS FOR 44 MILLION AMERICANS. EFFORTS INCLUDED CONGRESSIONAL BRIEFINGS AND ENGAGEMENT WITH THE CENTERS FOR MEDICARE AND MEDICAID SERVICES REGARDING IMPLEMENTATION OF THE MEDICARE PRESCRIPTION PAYMENT PLAN. 408272 10000 92126 NETWORK SUPPORT AND SERVICES:THE FOUNDATION'S NATIONAL NETWORK OF CHAPTERS, AMBASSADORS, AND SUPPORT GROUPS CONTINUED TO EXPAND. MORE THAN 200 TRAINED NATIONAL AMBASSADORS PROVIDED PEER EDUCATION AND OUTREACH. THE ORGANIZATION SUPPORTED MORE THAN 45 NATIONAL SUPPORT GROUPS WITH EXPANDED OFFERINGS FOR MEN, YOUTH UNDER 25, HISPANIC/LATINO COMMUNITIES, ASIAN COMMUNITIES, CAREGIVERS, AND BLACK/AFRICAN AMERICAN WOMEN. BOTH IN-PERSON AND VIRTUAL FORMATS INCREASED ACCESSIBILITY. SIX NEW NATIONAL AND EIGHT NEW REGIONAL SUPPORT GROUPS LAUNCHED, AND 142 FACILITATORS COMPLETED TRAINING, WITH 94% REPORTING READINESS TO LEAD. MORE THAN 90% OF PARTICIPANTS REPORTED INCREASED SUPPORT, IMPROVED KNOWLEDGE, AND REDUCED ISOLATION. THE LUPUSCONNECT ONLINE COMMUNITY GREW TO 27,416 MEMBERS.COMMUNITY FUNDRAISING AND ENGAGEMENT REMAINED STRONG. THE FOUNDATION HELD 29 WALK TO END LUPUS NOW EVENTS NATIONWIDE AND A VIRTUAL CELEBRATION FOR BROADER PARTICIPATION. THE VIRTUAL 6 CHALLENGE PROVIDED FLEXIBLE ENGAGEMENT OPPORTUNITIES. GAME ON! TO END LUPUS, A THREE-DAY LIVESTREAM FUNDRAISING EVENT, ENGAGED MORE THAN 188 CONTENT CREATORS AND SURPASSED THE $1 MILLION MILESTONE IN CUMULATIVE FUNDRAISING. 403757 1063494 RESEARCH:RECENT THERAPEUTIC ADVANCES HAVE SIGNIFICANTLY IMPROVED OUTCOMES FOR PEOPLE WITH LUPUS, WITH APPROXIMATELY 97 PERCENT OF PATIENTS NOW LIVING AT LEAST FIVE YEARS AFTER DIAGNOSIS. DESPITE THIS PROGRESS, CONTINUED RESEARCH IS ESSENTIAL TO ENHANCE QUALITY OF LIFE AND DEEPEN UNDERSTANDING OF THE DISEASE. THE LUPUS FOUNDATION OF AMERICA ANCHORS ITS RESEARCH EFFORTS IN THREE INTERCONNECTED PRIORITIES: ADVANCING CLINICAL CARE, EXPANDING EQUITABLE ACCESS TO CARE, AND ACCELERATING DRUG DEVELOPMENT. A CORNERSTONE INITIATIVE IS THE ADDRESSING LUPUS PILLARS FOR HEALTH ADVANCEMENT (ALPHA) PROJECT, A GLOBAL, MULTI-PHASE EFFORT TO IDENTIFY URGENT UNMET NEEDS IN LUPUS CARE. IN 2025, ALPHA EXPANDED ITS FOCUS TO PATIENT-PROVIDER COMMUNICATION AND BARRIERS TO HIGH-QUALITY CARE. THE TEAM CONDUCTED A REVIEW OF MORE THAN 2,300 ARTICLES, DEVELOPED A DECISION-MAKING FRAMEWORK, AND HELD FOCUS GROUPS WITH INDIVIDUALS LIVING WITH LUPUS TO BETTER UNDERSTAND TREATMENT CHALLENGES. THESE EFFORTS LED TO THE CREATION OF A PROTOTYPE SHARED DECISION-MAKING TOOLAVAILABLE IN PAPER AND MOBILE FORMATSTO HELP PATIENTS BETTER UNDERSTAND TREATMENT OPTIONS AND COLLABORATE EFFECTIVELY WITH PROVIDERS.A ROADMAP IDENTIFYING U.S. "RHEUMATOLOGY DESERTS" WAS DEVELOPED TO IMPROVE ACCESS TO TIMELY DIAGNOSIS AND CARE. ADDITIONALLY, A CONSENSUS-BASED MANUSCRIPT OUTLINING SOLUTIONS TO RACIAL AND ETHNIC DISPARITIES WAS PUBLISHED IN ARTHRITIS CARE AND RESEARCH AND FEATURED IN HEALIO MAGAZINE.THE FOUNDATION ALSO FUNDS FELLOWSHIPS AND EARLY-CAREER DEVELOPMENT GRANTS TO ENSURE TRAINING SUPPORT FOR LUPUS RESEARCHERS. IT PARTNERS WITH LUPUS CANADA TO ADMINISTER THE CATALYST GRANT AND ACTIVELY PURSUES FEDERAL, STATE, AND INDUSTRY FUNDING TO STRENGTHEN LUPUS RESEARCH PIPELINES. RESEARCH INVESTMENTS INCLUDE SUPPORT FOR A MULTI-YEAR STUDY OF MESENCHYMAL STROMAL CELLS AS A POTENTIAL LUPUS TREATMENT, LED BY THE MEDICAL UNIVERSITY OF SOUTH CAROLINA IN PARTNERSHIP WITH THE NATIONAL INSTITUTE FOR ALLERGY AND INFECTIOUS DISEASES. ALL PARTICIPANTS HAVE COMPLETED THE STUDY, AND RESULTS ARE EXPECTED IN 2026. ADDITIONALLY, THE LFA-FUNDED CARE LUPUS STUDY, PART OF THE PREDICT AND PREVENT LUPUS PROGRAM, HAS MADE SIGNIFICANT PROGRESS IN IDENTIFYING FIRST-DEGREE RELATIVES AT RISK OF DEVELOPING LUPUS.THE FOUNDATION ALSO SUPPORTS THE SYSTEMIC LUPUS ERYTHEMATOSUS COLLABORATING CLINICS (SLICC) IN UPDATING THE FDA-ACCEPTED SLICC DAMAGE INDEX, PARTICIPATES IN LUPUS ABC TO IMPROVE CLINICAL TRIAL OUTCOME MEASURES, AND PARTNERS IN THE TREATMENT RESPONSE MEASURE FOR SLE (TRM-SLE) PROJECT TO ELEVATE THE PATIENT VOICE.THE RAY REGISTRY CONTINUES TO EXPAND AS A VITAL PATIENT DATA PLATFORM. SINCE OCTOBER 2024, 473 NEW PARTICIPANTS ENROLLED, BRINGING TOTAL ENROLLMENT TO 7,163. RECRUITMENT EFFORTS HAVE INCREASED REPRESENTATION AMONG BLACK/AFRICAN AMERICAN PARTICIPANTS AND OTHER RACIAL AND ETHNIC GROUPS. MOST NEW ENROLLEES HAVE SYSTEMIC LUPUS ERYTHEMATOSUS (SLE), WITH A MEDIAN AGE OF 45. IN 2025, THE RAY PLATFORM WAS UPGRADED TO ENHANCE COMMUNICATION, EXPAND GLOBAL REACH, AND IMPROVE PATIENT-REPORTED DATA COLLECTION TO ACCELERATE RESEARCH AND CLINICAL TRIAL PARTICIPATION. 812029 10000 1155620 12526704 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 83 0 1 76 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 X 19 19 0 0 0 0 0 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 AK AL AR CA CO CT DC FL GA HI IL KS KY LA MA MD ME MI MN MS NC ND NH NJ NM NV NY OH OK OR PA RI SC TN UT VA WA WI WV X X CYNTHIA WHEELER 2023491155 2121 K STREET NW 200 WASHINGTON DC 20037 JOSEPH A ARNOLD ESQ CHAIR 5.00 X X 0 0 0 ANDREW BROPHY IMMEDIATE PAST CHAIR 5.00 X X 0 0 0 BARBARA POLK VICE CHAIR 5.00 X X 0 0 0 CHRISTINE SMITH TREAS UNTIL 05/25, THEN DIRECTOR 1.00 X X 0 0 0 KEVIN CHEUNG DIRECTOR TREASURER AS OF 05/25 1.00 X 0 0 0 PHONG NGUYEN SECRETARY UNTIL 05/25, THEN DIRECTOR 5.00 X X 0 0 0 THERESA JUDAY DIRECTOR SECRETARY AS OF 05/25 1.00 X X 0 0 0 BRIAN ANTONSEN DIRECTOR 1.00 X 0 0 0 JUDY BARLIN DIRECTOR 1.00 X 0 0 0 LYNN BLANDFORD DIRECTOR 1.00 X 0 0 0 SHANNON BOXX DIRECTOR 1.00 X 0 0 0 LINDSAY CAFRITZ DIRECTOR 1.00 X 0 0 0 KAREN COSTENBADER MD MPH DIRECTOR 1.00 X 0 0 0 CONRAD GEHRMAN DIRECTOR 1.00 1.00 X 0 0 0 SREEDHAR MANDAYAM MD MPH DIRECTOR 1.00 X 0 0 0 SUSAN MANZI DIRECTOR 1.00 X 0 0 0 TIM NOLAN DIRECTOR 1.00 X 0 0 0 CHERI PERRON DIRECTOR 1.00 X 0 0 0 ELIZABETH ROTH DIRECTOR 1.00 X 0 0 0 LOUISE VETTER PRESIDENT CHIEF EXECUTIVE OFFICER 37.50 1.50 X 183300 0 5205 MARY T CRIMMINGS INTERIM CEO; VP, MARKETING & COMMUNICATIONS 37.50 X 300484 0 40415 JEANINE SMITH VP, NETWORK DEVELOPMENT 37.50 X 224500 0 35633 CYNTHIA WHEELER CHIEF FINANCIAL OFFICER AS OF 12/24 37.50 1.50 X 7538 0 28 PATRICK WILDMAN VP, ADVOCACY & GOVERNMENT 37.50 X 212146 0 27369 JOY BUIE VP, RESEARCH 37.50 X 201167 0 24453 MICHAEL DONNELLY VICE PRESIDENT, COMMUNICATIONS 37.50 X 181534 0 28370 TERI YODER VP, DEVELOPMENT & FUNDRAISING 37.50 X 188484 0 309 SUSAN J GLOOR REGIONAL DIRECTOR, NE 37.50 X 177774 0 34929 MATT DEGOOYER SENIOR REGIONAL DIRECTOR 37.50 X 175434 0 33867 DESIREE WIENAND DIRECTOR, CORPORATE ENGAGEMENT 37.50 X 159423 0 25773 AMY YALDEN SENIOR REGIONAL DIRECTOR 37.50 X 190422 0 21051 VALERYIA MIKHARAVA CONTROLLER 37.50 X 178523 0 10142 JULIE TUNE FORMER CHIEF FINANCIAL OFFICER 0.00 0.00 X 179715 0 24256 2560444 0 311800 21 1 1 0 DAVINCI DIRECT 36 LORING BLVD 339 PLYMOUTH MA 02360 CONSULTING 611679 YOUR PART-TIME CONTROLLER LLC 1156 15TH ST NW STE 830 WASHINGTON DC 20005 ACCOUNTING SERVICES 406516 INTERACTIVE STRATEGIES INC 1133 CONNECTICUT AVE NW WASHINGTON DC 20036 WEBSITE/ONLINE RELATED SERVICES 332137 MEDIA CAUSE 1436 U ST NW STE 400 WASHINGTON DC 20009 MARKETING SERVICES 278000 JW MARRIOT HOTEL WASHINGTON DC 1331 PENNSYLVANIA AVE NW WASHINGTON DC 20004 EVENT HOSTING 263111 19 67423 75265 600000 2417306 10007402 34189 13167396 PROG. EVENTS/OTHER 900099 1185810 1185810 PUBLICATIONS 900099 334244 1744 332500 MEMBERSHIP DUES 900099 92126 92126 1612180 185804 185804 4066 4066 29598 20414 9184 9184 9184 59189 75265 64837 -5648 -5648 REFUNDS 900099 24985 24985 24985 14997967 1279680 332500 218391 X 404638 404638 15000 15000 4000 4000 2196521 1790380 219009 187132 5330061 4057951 314827 957283 252315 182549 23695 46071 178947 92012 38216 48719 1011008 724392 139597 147019 88104 27263 7619 53222 96589 6225 90364 123500 123500 2271760 1851992 297533 122235 407919 407919 387797 280582 59197 48018 838339 388870 60691 388778 680017 548419 45090 86508 393531 250435 99570 43526 1120371 931556 26883 161932 220 220 140682 111125 10157 19400 70219 55466 5070 9683 POSTAGE & MAILHOUSE 431824 122687 11088 298049 PRINTING & PUBLICATIONS 300156 273243 390 26523 16743518 12526704 1448996 2767818 X 1921887 1242002 0 679885 2162870 1823587 5741843 4536733 1647037 1531019 166266 121622 360663 367263 2054945 1687857 496770 367088 377869 382658 2700319 2244185 13653637 11374155 1662755 1962992 1720656 1460005 358628 351049 3480466 2867521 7222505 6641567 X 3229878 1357064 3201254 3375524 6431132 4732588 13653637 11374155 X -1745551 18120 28888 X 0 1 X 1 1 1 X 12393471 15979553 15780800 13240424 13167396 70561644 12393471 15979553 15780800 13240424 13167396 70561644 3866830 66694814 36120 71866 85897 264134 189870 647887 215000 45671 84878 345549 71555080 7879438 0.93210 0.91380 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 42494 42494 12302934 12345428 767271 191818 0 0 962876 900922 999221 767271 3630290 5445435 53293 45401 31839 42494 173027 240719 225231 249805 191818 907573 1361360 485168 4790 489958 422780 62388 485168 399875 22905 422780 458100 -56419 1806 399875 404842 56936 3678 458100 1.00000 1 0 1061513 748503 313010 436652 400687 35965 556780 538667 18113 367088 DUE FROM LAC 212732 RIGHT OF USE ASSETS 2031453 2244185 RIGHT OF USE LEASE LIABILITIES 2867521 2867521 X 16529356 18120 1478222 1496342 15033014 -35047 -35047 14997967 18227900 1478222 64837 1543059 16684841 58677 58677 16743518 PART V, LINE 4: THE EARNINGS ON THE DONOR-RESTRICTED ENDOWMENT ARE FOR GENERAL OPERATIONS AND RESEARCH. THE FOUNDATION'S BOARD APPROVES THE SPENDING OF THE EARNINGS ON THE ENDOWMENT FUND ON AN ANNUAL BASIS WHEN IT APPROVES THE ANNUAL BUDGET. PART X, LINE 2: THE FOUNDATION PERFORMED AN EVALUATION OF UNCERTAINTY IN TAXES FOR THE YEARS ENDED SEPTEMBER 30, 2025 AND 2024, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. PART XI, LINE 4B - OTHER ADJUSTMENTS: DONATED AUCTION ITEMS 29,790. FUNDRAISING EVENT EXPENSES -64,837. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES 64,837. PART XII, LINE 4B - OTHER ADJUSTMENTS: REFUND OF GRANTS 28,888. DONATED AUCTION ITEMS 29,789. X X X X 1 DAVINCI DIRECT INC 3 VILLAGE GREEN N SUITE 311 PLYMOUTH MA 02360 DIRECT MAIL 0 855388 123500 731888 855388 123500 731888 AL AK AR CA CO CT DC FL GA HI IL KS KY LA ME MD MA MI MN MS NV NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI PURPLE BALL 134454 75265 59189 31573 24054 200 9010 134454 75265 59189 31573 24054 200 9010 64837 -5648 1 SEATTLE CHILDREN'S HOSPITAL PO BOX 24728 SEATTLE WA 981240728 910564748 501(C)(3) 140000 0 RESEARCH MASSACHUSETTS GENERAL 399 REVOLUTION DRIVE SUITE 745 SOMERVILLE MA 02145 042697983 501(C)(3) 140000 0 RESEARCH JOHNS HOPKINS UNIVERISITY 3910 KESWICK ROAD N4327 B BALTIMORE MD 21211 520595110 501(C)(3) 45000 0 RESEARCH DUKE UNIVERSITY PO BOX 104132 DURHAM NC 27708 560532129 501(C)(3) 45000 0 RESEARCH THE REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN FRANCISCO 1855 FOLSOM STREET SUITE 425 SAN FRANCISCO CA 94143 946036493 501(C)(3) 9874 0 RESEARCH 5 TUITION ASSISTANCE 1 5000 STEVENS AWARD 1 5000 HESS AWARD 1 5000 PART I, LINE 2: ALL GRANT RECIPIENTS ARE REQUIRED TO SIGN THE FOUNDATION'S GRANT AWARD AGREEMENT AND MEET THE FOLLOWING CONDITIONS: - MEET ALL APPLICABLE AND RELEVANT GUIDELINES REGARDING THE USE OF ANIMAL AND HUMAN SUBJECTS. - MEET ALL INSTITUTIONAL POLICIES AND LOCAL, STATE, AND FEDERAL REGULATIONS GOVERNING THE CONDUCT OF RESEARCH. - SUBMIT INTERNAL REVIEW BOARD AND INSTITUTIONAL ANIMAL CARE AND USE COMMITTEE (IF APPLICABLE) APPROVAL FROM THE GRANT RECIPIENT'S INSTITUTION. - COMPLETE AND SUBMIT THE "PROPOSED BUDGET". - ADHERE TO THE FOUNDATION'S POLICY ON INVENTIONS AND DISCOVERIES. - NOTIFY THE FOUNDATION OF ANY PUBLICATION OR PROFESSIONAL PRESENTATION BASED ON FOUNDATION-FUNDED RESEARCH PROJECT AND PROVIDE THE FOUNDATION WITH ELECTRONIC COPIES OF ANY PUBLICATION OR PROFESSIONAL PRESENTATION MADE POSSIBLE, FACILITATED, EXPEDITED, OR SUPPORTED IN ANY WAY BY THE AWARD, EVEN IF DEVELOPED, INITIATED, OR FINALIZED AFTER THE AWARD PERIOD HAS EXPIRED, WITHIN 30 DAYS OF FINAL PRODUCTION. - ACKNOWLEDGE THE FOUNDATION IN ANY AND ALL PUBLICATIONS OR PRESENTATIONS BASED, PARTIALLY OR WHOLLY, ON OR DEVELOPED UNDER THE AWARD MUST, UNLESS OTHERWISE REQUESTED BY THE FOUNDATION, WITH THE FOLLOWING STATEMENT: "THIS RESEARCH WAS SUPPORTED BY THE LUPUS FOUNDATION OF AMERICA, INC." - ALL FUNDS ARE USED EXCLUSIVELY TOWARD EXPENDITURES FOR THE SAID RESEARCH, AND NO AMOUNT OF THE RESEARCH GRANT FUNDS CAN BE USED TO FINANCE INDIRECT COSTS. - KEEP COMPLETE AND ACCURATE RECORDS ON THE RECEIPT AND DISBURSEMENT OF ALL AWARD FUNDS, AND MAY NOT CO-MINGLE ANY FUNDS FROM OTHER SOURCES. MUST RETAIN ALL SUCH RECORDS FOR A PERIOD OF AT LEAST TWO YEARS AFTER THE EXPIRATION DATE OF THE AGREEMENT AND THE FOUNDATION HAS THE RIGHT TO REVIEW SUCH RECORDS UPON REQUEST. IN ADDITION, ALL GRANT RECIPIENTS ARE REQUIRED TO SUBMIT INTERIM AND FINAL REPORTS WITH A GRANT INSTALLMENT PAYMENT TIED TO REPORT SUBMISSION. THE FOUNDATION'S EDUCATION & RESEARCH TEAM REVIEWS THE INTERIM AND FINAL REPORTS TO CONFIRM THAT THE INVESTIGATOR ACHIEVED THE ORIGINAL STUDY OBJECTIVE. - AGREE THAT EITHER PARTY MAY TERMINATE THE AGREEMENT FOR CONVENIENCE UPON THIRTY (30) DAYS PRIOR WRITTEN NOTICE TO THE OTHER PARTY. THE FOUNDATION RESERVES THE RIGHT TO TERMINATE THE AGREEMENT EFFECTIVE IMMEDIATELY, UPON WRITTEN NOTICE, IF THE GRANT RECIPIENT (I) IS UNABLE TO COMPLETE THE STUDY; (II) MATERIALLY ALTER THE STUDY; (III) USES THE AWARD GRANT FOR PROHIBITED EXPENSES OR; (IV) BREACHES OF THE AGREEMENT AND FAILS TO CURE SUCH BREACH WITHIN TEN (10) DAYS FOLLOWING RECIPIENT'S OR INSTITUTION'S RECEIPT OF WRITTEN NOTICE THEREOF. - ACKNOWLEDGE THAT NEITHER THE FOUNDATION, THE INSTITUTION, NOR INVESTIGATOR SHALL BE LIABLE FOR ANY FAILURE TO PERFORM ANY OBLIGATIONS UNDER THE AGREEMENT IF SUCH FAILURE RESULTS FROM CAUSES BEYOND ITS REASONABLE CONTROL. - ACKNOWLEDGE THAT THE AGREEMENT SHALL BE GOVERNED BY THE LAWS OF THE DISTRICT OF COLUMBIA, WITHOUT REGARD TO ITS CONFLICT OF LAW RULES. - ACKNOWLEDGE THAT THE AGREEMENT MAY NOT BE ASSIGNED OR TRANSFERRED WITHOUT THE FOUNDATION'S PRIOR WRITTEN CONSENT. X X X X 0 0 0 0 0 0 0 1 0 MARY T CRIMMINGS INTERIM CEO; VP, MARKETING & COMMUNICATIONS 300484 0 0 0 0 0 27044 0 13371 0 340899 0 0 0 JEANINE SMITH VP, NETWORK DEVELOPMENT 224500 0 0 0 0 0 15960 0 19673 0 260133 0 0 0 PATRICK WILDMAN VP, ADVOCACY & GOVERNMENT 212146 0 0 0 0 0 15195 0 12174 0 239515 0 0 0 JOY BUIE VP, RESEARCH 201167 0 0 0 0 0 10314 0 14139 0 225620 0 0 0 SUSAN J GLOOR REGIONAL DIRECTOR, NE 177774 0 0 0 0 0 13133 0 21796 0 212703 0 0 0 AMY YALDEN SENIOR REGIONAL DIRECTOR 190422 0 0 0 0 0 9527 0 11524 0 211473 0 0 0 MICHAEL DONNELLY VICE PRESIDENT, COMMUNICATIONS 181534 0 0 0 0 0 13913 0 14457 0 209904 0 0 0 MATT DEGOOYER SENIOR REGIONAL DIRECTOR 175434 0 0 0 0 0 13063 0 20804 0 209301 0 0 0 JULIE TUNE FORMER CHIEF FINANCIAL OFFICER 179465 0 250 0 0 0 12106 0 12150 0 203971 0 0 0 TERI YODER VP, DEVELOPMENT & FUNDRAISING 188484 0 0 0 0 0 0 0 309 0 188793 0 0 0 VALERYIA MIKHARAVA CONTROLLER 178523 0 0 0 0 0 8392 0 1750 0 188665 0 0 0 LOUISE VETTER PRESIDENT CHIEF EXECUTIVE OFFICER 163162 0 20000 0 138 0 0 0 5205 0 188505 0 0 0 DESIREE WIENAND DIRECTOR, CORPORATE ENGAGEMENT 159423 0 0 0 0 0 11160 0 14613 0 185196 0 0 0 PART I, LINE 7 LOUISE VETTER, PRESIDENT & CEO, RECEIVED A HIRING BONUS OF $20,000, IN THE CALENDAR YEAR 2024. X 24 13775 FAIR MARKET VALUE X 9 20414 FAIR MARKET VALUE 0 1 1 PART I, LINE 32B: THE LUPUS FOUNDATION OF AMERICA (LFA) IS GRATEFUL TO OUR DONORS FOR DONATING CARS TO SUPPORT THE PROGRAMS OF LFA. LFA HAS ENGAGED A THIRD PARTY, CARS, TO SOLICIT, PROCESS AND SELL THE DONATED VEHICLES FOR LFA. SCHEDULE M, PART I LFA REPORTS NUMBER OF ITEMS CONTRIBUTED. FORM 990, PART VI, SECTION A, LINE 7A THE CHAPTERS HAVE THE AUTHORITY TO ELECT THE MEMBERS OF THE NATIONAL COUNCIL REPRESENTATIVES OF THE BOARD OF THE DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B THE CHAPTERS HAVE THE AUTHORITY TO VOTE ON ANY PROPOSED CHANGES BY THE BOARD OF THE DIRECTORS TO THE FOUNDATION'S BYLAWS. FORM 990, PART VI, SECTION B, LINE 11B THE FOUNDATION HIRES AN INDEPENDENT ACCOUNTING FIRM TO PREPARE THE FORM 990. A COPY OF THE FINAL DRAFT OF THE FORM 990 IS REVIEWED AND APPROVED BY THE FINANCE COMMITTEE VIA A TELEPHONE CONFERENCE. ONCE APPROVED BY THE FINANCE COMMITTEE, A COMPLETE COPY OF THE FORM 990 IS DISTRIBUTED TO ALL MEMBERS OF THE BOARD OF DIRECTORS BEFORE FILING THE FORM WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C AT THE FOUNDATION'S BOARD MEETING IN THE FALL, THE CONFLICT-OF-INTEREST STATEMENT AND QUESTIONNAIRE ARE COMPLETED AND SIGNED BY EACH OFFICER, DIRECTOR, COMMITTEE MEMBER AND KEY EMPLOYEE. ALL CONFLICT-OF-INTEREST STATEMENTS AND QUESTIONNAIRES ARE REVIEWED BY THE PRESIDENT & CEO AND CHIEF FINANCIAL OFFICER WHO NOTE ANY ACTUAL OR POTENTIAL CONFLICTS. WHEN THERE IS A DOUBT AS TO WHETHER A CONFLICT OF INTEREST EXISTS, THE MATTER SHALL BE RESOLVED BY A VOTE OF THE BOARD OF DIRECTORS (OR ITS COMMITTEE), EXCLUDING THE PERSON CONCERNING WHOSE SITUATION THE DOUBT HAS ARISEN. THERE HAVE BEEN NO CONFLICTS NOTED DURING THE YEAR. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE OF THE BOARD (EC) CONDUCTS AN ANNUAL PERFORMANCE EVALUATION OF THE PRESIDENT & CEO AND RECOMMENDS SALARY LEVEL CHANGES TO THE BOARD OF DIRECTORS FOR APPROVAL. THE RECOMMENDED CHANGES ARE BASED ON THE MOST CURRENTLY AVAILABLE COMPARABILITY DATA FROM THE MANAGEMENT COMPENSATION SURVEY STUDY PUBLISHED JOINTLY BY THE NATIONAL HEALTH COUNCIL AND THE NATIONAL HUMAN SERVICES ASSEMBLY. ONCE APPROVED, ONE OF THE MEMBERS OF THE EC, GENERALLY THE CHAIRMAN OR THE TREASURER, NOTIFIES THE CHIEF FINANCIAL OFFICER OF THE NEW APPROVED COMPENSATION ARRANGEMENT FOR THE PRESIDENT & CEO. ALL OTHER KEY EMPLOYEES' ANNUAL PERFORMANCE EVALUATIONS ARE CONDUCTED BY THE PRESIDENT & CEO AND THEIR APPROVED ANNUAL SALARY INCREASES ARE DOCUMENTED ON THEIR ANNUAL PERFORMANCE EVALUATION FORM. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES ITS FINANCIAL STATEMENTS, FEDERAL FORM 990, AND ANNUAL REPORT AVAILABLE TO THE PUBLIC UPON REQUEST AND BY POSTING THEM ON ITS WEBSITE. ALL OTHER GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G ACCOUNTING SUPPORT SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 284,965. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 284,965. RESEARCH SUPPORT SERVICES: PROGRAM SERVICE EXPENSES 206,918. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 206,918. ADVOCACY SUPPORT SERVICES: PROGRAM SERVICE EXPENSES 539,812. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 539,812. ADMINISTRATIVE SUPPORT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 12,568. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 12,568. PATIENT EDUCATION & SUPPORT SERVICE: PROGRAM SERVICE EXPENSES 913,789. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 913,789. DEVELOPMENT SUPPORT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 122,235. TOTAL EXPENSES 122,235. MARKETING & COMMUNICATIONS SUPPORT: PROGRAM SERVICE EXPENSES 191,473. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 191,473. FORM 990, PART XI, LINE 9: REFUND OF GRANTS 28,888. LUPUS AMERICA COMMUNITIES 2121 K STREET NW SUITE 200 WASHINGTON DC 20037 900870868 SUPPORTING ORGANIZATION DC 501(C)(3) LINE 12C, III-FI N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0