COPD FOUNDATION INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- COPD FOUNDATION INC (EIN 20-1048322)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-02-21
- IRS object ID
- 202400529349300625
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-02-21T11:34:25-06:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 650715836 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ZOMMA GROUP LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 355 ALHAMBRA CIRCLE SUITE 1100 | AddressLine1Txt |
| City | CORAL GABLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33134 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201048322 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COPD FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COPD | BusinessNameControlTxt |
| Phone | 8667312673 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3300 PONCE DE LEON BLVD | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33134 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KALEO CURTIS | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 8667312673 | PhoneNum |
| Signature | 2024-02-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KALEO | PersonFirstNm |
| Person Last | CURTIS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARGARITA G LISKER CPA | PreparerPersonNm |
| PTIN | P00957338 | PTIN |
| Phone | 3054448288 | PhoneNum |
| Preparation | 2024-02-13 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KALEO CURTIS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3300 PONCE DE LEON BLVD | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33134 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $11,694,671 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.COPDFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2004 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O.THE COPD FOUNDATION IS A PATIENT-CENTERED ORGANIZATION COMMITTED TO PREVENTING COPD, BRONCHIECTASIS, AND NONTUBERCULOUS MYCOBACTERIAL (NTM) LUNG DISEASE, AND TO SEEKING CURES WHILE IMPROVING LIVES AND ADVOCATING FOR ALL AFFECTED. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 40 | TotalEmployeeCnt |
| Total Volunteers | 333 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $7,630,964 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,495,120 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $102,525 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $160,312 | CYProgramServiceRevenueAmt |
| PY Investment Income | $260,858 | PYInvestmentIncomeAmt |
| CY Investment Income | $311,291 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $7,994,347 | PYTotalRevenueAmt |
| CY Total Revenue | $7,966,723 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $40,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,500 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,274,953 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,749,762 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $747,483 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,199,038 | PYOtherExpensesAmt |
| CY Other Expenses | $5,896,917 | CYOtherExpensesAmt |
| PY Total Expenses | $8,513,991 | PYTotalExpensesAmt |
| CY Total Expenses | $9,649,179 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$519,644 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,682,456 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $9,619,205 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,911,710 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,819,631 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,687,084 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,799,574 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,224,626 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE COPD FOUNDATION WAS ESTABLISHED TO IMPROVE THE LIVES OF PEOPLE WITH COPD, BRONCHIECTASIS, AND NONTUBERCULOUS MYCOBACTERIAL (NTM) LUNG DISEASE THROUGH INITIATIVES THAT EXPAND SERVICES AND SPEED INNOVATIONS WHICH WILL MAKE TREATMENT MORE EFFECTIVE AND AFFORDABLE.WE DO THIS THROUGH SCIENTIFIC RESEARCH, EDUCATION, ADVOCACY, AND AWARENESS WITH THE GOAL OF DISEASE PREVENTION, SLOWED PROGRESSION, AND ULTIMATELY A CURE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,923,787 | ExpenseAmt |
| Grant | $2,500 | GrantAmt |
| Revenue | $1,213,416 | RevenueAmt |
| Desc | RESEARCH & MEDICALTHE COPD FOUNDATION CONTINUED THE DEVELOPMENT OF THE PATIENT INSPIRED VALIDATION OF OUTCOME TOOLS (PIVOT) PROGRAM. PIVOT WAS ESTABLISHED TO BE A DRIVING FORCE FOR INTEGRATING THE PATIENT AND THE PATIENT VOICE INTO OUTCOME MEASUREMENT IN CHRONIC LUNG DISEASE. WORKSTREAMS WERE ESTABLISHED TO FOCUS ON BOTH CT LUNG DENSITY AND EVALUATING RESPIRATORY SYMPTOMS (E-RS). THE E-RS DRUG MASTER FILE (DMF) SUBMISSION TO FDA WAS COMPLETED AS PLANNED IN MAY 2023. A POSTDOCTORAL RESEARCH FELLOW IN THE DEPARTMENT OF HEALTH RESEARCH METHODS, EVIDENCE, AND IMPACT (HEI) AT MCMASTER UNIVERSITY WAS ONBOARDED TO ASSIST WITH THE DEVELOPMENT OF PATIENT-CENTERED CONCEPTUAL FRAMEWORK IN COPD.THE COPD FOUNDATION PATIENT POWERED RESEARCH NETWORK (PPRN) WILL BE A NETWORK OF OVER 75,000 PATIENTS WITH COPD WHO HAVE AGREED TO SHARE THEIR HEALTH INFORMATION AND THE IMPACT THE DISEASE HAS ON THEIR LIVES. OPERATED AND GOVERNED BY GROUPS OF PATIENTS AND THEIR PARTNERS, THE INFORMATION WILL BE KEPT IN A SECURE DATABASE TO BE USED FOR RESEARCH - ULTIMATELY LEADING TO A DEEPER UNDERSTANDING OF THE DISEASE. THE COPD FOUNDATION EXPANDED THE REACH OF THE PPRN THROUGH THE EFFORTS OF PPRN GOVERNING BOARD WORKING GROUPS FOCUSED ON RECRUITMENT AND ENGAGEMENT. THE COPD FOUNDATION ONBOARDED A DEDICATED STAFF MEMBER TO SERVE AS A RESEARCH COORDINATOR AND ASSIST WITH THE GROWTH OF THE PPRN.THE COPD FOUNDATION EXECUTED, PARTICIPATED IN, AND OTHERWISE SUPPORTED THE PROGRESS OF SEVERAL RESEARCH STUDIES. THESE STUDIES FOCUS ON A WIDE RANGE OF TOPICS SUCH AS PATIENT SYMPTOM TREATMENT, VIRTUAL COPD MANAGEMENT TOOLS, PATIENT FEEDBACK ON SCREENING TOOLS, AND THERAPY DEVELOPMENT.BRONCHIECTASIS & NTM LUNG DISEASETHE COPD FOUNDATION PARTNERED WITH SEVERAL GLOBAL ORGANIZATIONS TO HOLD THE INAUGURAL WORLD BRONCHIECTASIS DAY AWARENESS CAMPAIGN. THE CAMPAIGN PRODUCED SEVERAL PIECES OF DIGITAL CONTENT FOR INTERNATIONAL DISTRIBUTION SUCH AS A PRESS RELEASE, EDUCATIONAL WEBINARS, "ALL ABOUT BRONCHIECTASIS" GUIDE AND QUIZ, ENGAGEMENT CAMPAIGNS, AND INTERACTIVE WEB PAGES. THE WORLD BRONCHIECTASIS DAY CAMPAIGN REACHED THOUSANDS OF INDIVIDUALS ACROSS THE WORLD. THE COPD FOUNDATION CONTINUED TO EXPAND ITS BRONCHIECTASIS RESEARCH REGISTRY (BRR). THE BRR IS A CONSOLIDATED DATABASE OF NON-CYSTIC FIBROSIS (NON-CF) BRONCHIECTASIS AND/OR NTM PATIENTS FROM MULTIPLE CLINICAL INSTITUTIONS ACROSS THE UNITED STATES. THE GOAL OF THE BRR IS TO SUPPORT COLLABORATIVE RESEARCH AND ASSIST IN THE PLANNING OF MULTI-CENTER CLINICAL TRIALS FOR THE TREATMENT OF NON-CF BRONCHIECTASIS AND/OR NTM LUNG DISEASE. NEW PARTNERS CONTINUE TO BE ONBOARDED INTO THE REGISTRY, WITH OVER 20 PARTNERS REPRESENTING SITES ACROSS THE UNITED STATES INVOLVED IN THE BRR BY THE END OF FY23. SEVEN ABSTRACTS RELATED TO THE BRR WERE SUBMITTED TO THE AMERICAN THORACIC SOCIETY CONFERENCE IN WASHINGTON, D.C. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $959,791 | ExpenseAmt |
| Desc | PUBLIC & PROFESSIONAL EDUCATIONTHE COPD FOUNDATION ENSURES THAT EVIDENCE-BASED, CURRENT EDUCATION CONTINUES TO BE AVAILABLE TO ALL STAKEHOLDERS, INCLUDING PATIENTS, CAREGIVERS, AND HEALTH CARE PROVIDERS AROUND THE WORLD. THE COPD GUIDES FOR BETTER LIVING BOOKLET SERIES, PREVIOUSLY AVAILABLE IN ENGLISH AND SPANISH, WAS ADDITIONALLY TRANSLATED INTO RUSSIAN, FRENCH, CHINESE, ARABIC, AND ITALIAN. THE COPD FOUNDATION PROVIDED CONTINUING EDUCATION TO PRIMARY CARE PHYSICIANS TO SHARE KNOWLEDGE ON TREATING COPD IN PATIENTS IN PRIMARY CARE SETTINGS.THE COPD FOUNDATION ENSURED THAT PATIENTS STAY UP TO DATE ON BEST PRACTICES FOR MANAGING COPD BY UPDATING ITS POCKET CONSULTANT GUIDE TO UTILIZE THE MOST RECENT COPD TREATMENT AND MANAGEMENT GUIDANCE. THE COPD FOUNDATION PROVIDED FREE MONTHLY SUPPORT GROUP AND INFORMATIONAL SESSIONS TO SUPPLEMENTAL OXYGEN USERS TO LEARN ABOUT THEIR OXYGEN DEVICES, ASK QUESTIONS, AND COVER TOPICS SUCH AS CARE FOR AND TRAVELING WITH THE DEVICES.THE COPD FOUNDATION HARMONICAS FOR HEALTH PROGRAM ENCOURAGES PARTICIPANTS TO PERFORM FUN AND ENGAGING LUNG EXERCISES IN THE FORM OF HARMONICA PLAYING. MATERIALS FOR THE PROGRAM HAVE BEEN SHARED WITH OVER 20 WELLNESS CENTERS. THE COPD FOUNDATION EXPANDED THE REACH OF THE HARMONICAS FOR HEALTH PROGRAM TO THE PUBLIC VENUES OF MINOR LEAGUE BASEBALL GAMES, REACHING AUDIENCES OF THOUSANDS AND ENCOURAGING ATTENDEES TO GET CHECKED FOR COPD. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $695,228 | ExpenseAmt |
| Desc | COMMUNITYTHE COPD360 COMMUNITY ENGAGEMENT COMMITTEE (COPD360CENCO), A DIVERSE PATIENTS AND CAREGIVERS COMMITTEE, CONTINUED TO MEET MONTHLY TO PROVIDE THE VOICE OF PATIENTS AND CAREGIVERS TO ALL THE COPD FOUNDATION'S EFFORTS, AND TO SUPPORT ITS INTERACTIONS WITH OTHER HEALTH CARE AND ADVOCACY ORGANIZATIONS. PATIENT AND CAREGIVER INVOLVEMENT IN GOVERNANCE AND EDUCATION IS THE MODEL ON WHICH THE COPD FOUNDATION WAS ESTABLISHED. WITH THAT CENTRAL GOAL, THE COPD FOUNDATION HAS BUILT TRUST WITHIN ITS MEMBERSHIP AND RELATED STAKEHOLDER GROUPS.IN MARCH 2023, THE COPD FOUNDATION ONBOARDED A DEDICATED STAFF PERSON TO MANAGE THE CAPTAINS PROGRAM, WHICH SERVES AS THE ORGANIZATION'S VOLUNTEER FORCE. BY JUNE 2023, MEMBERSHIP IN THE CAPTAINS PROGRAM HAD INCREASED BY 11%. CAPTAINS SPREAD COPD AWARENESS IN THEIR STATE AND LOCAL AREAS, MENTOR FELLOW COPD COMMUNITY MEMBERS, AND PARTICIPATE IN GRASSROOTS ADVOCACY AND COMMUNITY BUILDING ACTIVITIES FOCUSED ON HEALTH POLICY ISSUES THAT ARE IMPORTANT TO THOSE WHO HAVE COPD AND OTHER CHRONIC LUNG DISEASES.THE COPD FOUNDATION CONTINUES TO SUPPORT PATIENT WELLBEING BY PROVIDING FREE MONTHLY SUPPORT GROUPS FOR PATIENTS AND CAREGIVERS. SUPPORT GROUPS ARE AVAILABLE FOR BOTH PATIENTS WITH COPD AND PATIENTS WITH BRONCHIECTASIS AND (NONTUBERCULOUS MYCOBACTERIAL) NTM LUNG DISEASE. DOZENS OF PATIENTS ATTEND THESE MEETINGS EACH MONTH TO DISCUSS THEIR EXPERIENCES AND LEARN ABOUT TOPICS SUCH AS STAYING HEALTHY DURING THE HOLIDAYS AND TALKING TO THEIR HEALTH CARE PROVIDERS ABOUT THEIR SPECIFIC ISSUES AND SYMPTOMS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $278,440 | ExpenseAmt |
| Desc | ADVOCACY & PUBLIC POLICYTHE COPD FOUNDATION COMMUNITY WORKS WITH LOCAL, STATE, AND FEDERAL POLICY MAKERS TO INCREASE RESEARCH FUNDING, IMPROVE CARE DELIVERY, PROTECT ACCESS TO TREATMENTS, AND CREATE POLICY THAT IMPROVES THE LIVES OF THOSE WITH COPD, BRONCHIECTASIS AND NONTUBERCULOUS MYCOBACTERIAL (NTM) LUNG DISEASE. THE COPD FOUNDATION CENTERED ITS FY23 POLICY EFFORTS ON THE FOLLOWING PRIORITIES:1. INCREASED INVESTMENT IN RESEARCH AND DEVELOPMENT OF TREATMENTS FOR COPD AND CHRONIC LUNG DISEASE2. IMPROVEMENT IN THE REGULATORY PROCESS FOR ACCEPTANCE OF SCIENTIFICALLY VALIDATED DRUG DEVELOPMENT TOOLS TO SUPPORT THE ADVANCEMENT OF NEW TREATMENTS FOR CHRONIC LUNG CONDITIONS3. ACCESS TO SAFE, EFFECTIVE, AND AFFORDABLE OXYGEN THERAPY4. ACCESS TO EFFECTIVE, AFFORDABLE, AND EQUITABLE PULMONARY REHABILITATION (IN-PERSON AND VIA TELEHEALTH)5. STRONGER REGULATION OF NICOTINE AND TOBACCO PRODUCTSPROGRESS HAS BEEN MADE ON ALL POLICY PRIORITIES AS A DIRECT RESULT OF COPD FOUNDATION ADVOCACY EFFORTS. THIS INCLUDES THE PROGRESSION OF PULMONARY REHABILITATION LEGISLATION THROUGH CONGRESS, IDENTIFICATION OF SUPPORTERS FOR SUPPLEMENTAL OXYGEN LEGISLATION, AND THE INCLUSION OF THE COPD FOUNDATION'S REQUESTED REPORT LANGUAGE IN THE DRAFT BUDGETS OF BOTH THE U.S. HOUSE OF REPRESENTATIVES AND SENATE FOR FY24. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $278,440 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $6,857,246 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 53 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 40 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8667312673 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3300 PONCE DE LEON BLVD | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33134 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (29 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| JAMES D CRAPO MD | |||||||||
| BOARD CHAIR | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| WAYNE E WITHERS JR | |||||||||
| VICE-CHAIR, TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| BYRON M THOMASHOW MD | |||||||||
| CHIEF MEDICAL OFFICER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| RICHARD CASABURI PHD MD | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| STEW COGAN ESQ | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| LEONARD FROMER MD | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| DONALD GRAY | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| MEILAN K HAN MD MS | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARK DRANSFIELD MD | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| MIKE ROGERS | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| HERB YARDLEY | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| VALERIE CHANG ESQ | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARK METERSKY MC FCCP | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| WILLIAM PILKINGTON DPA MPA MA | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| CINDY PRAEGER EMP | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| RISA STACK PHD | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| GERARD M TURINO MD | |||||||||
| EMERITI MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| ROBERT WISE MD | |||||||||
| EMERITI MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| GRACE ANNE DORNEY KOPPEL JD | |||||||||
| EMERITI MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| VINCENT MALANGA | |||||||||
| EVP, CHIEF INFORMATION OFFICER | 40.00 | Yes (X) | $230,745 | $0 | $17,634 | ||||
| ELISHA MALANGA | |||||||||
| CORPORATE RELATIONS OFFICER | 40.00 | Yes (X) | $169,424 | $0 | $35,697 | ||||
| KALEO CURTIS | |||||||||
| CHIEF FINANCIAL OFFICER | 40.00 | Yes (X) | $147,462 | $0 | $32,217 | ||||
| JEAN WRIGHT MD MBA | |||||||||
| CHIEF EXECUTIVE OFFICER | 40.00 | Yes (X) | $16,149 | $0 | $0 | ||||
| SASHA LAVIN | |||||||||
| SR DIRECTOR OF FINANCE | 40.00 | $160,064 | $0 | $26,364 | Yes (X) | ||||
| KRISTEN WILLARD | |||||||||
| EVP, PUBLIC & PROFESSIONAL EDUCATION | 40.00 | $128,708 | $0 | $15,483 | Yes (X) | ||||
| CHRISTINE NOVAK MICKA | |||||||||
| SR DIRECTOR OF DEVELOPMENT | 40.00 | $136,088 | $0 | $28,347 | Yes (X) | ||||
| CAROLYN JOHNSON | |||||||||
| SR DIRECTOR OF COMMUNICATIONS & MARKETING | 40.00 | $131,884 | $0 | $0 | Yes (X) | ||||
| PETER AMARI | |||||||||
| VP, INFORMATION TECHNOLOGY & DESIGN | 40.00 | $112,348 | $0 | $0 | Yes (X) | ||||
| RUTH TAL-SINGER | |||||||||
| FORMER PRESIDENT & CEO | 0.00 | $275,000 | $0 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,507,872 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $155,742 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 9 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line1ContractorAddress/ForeignAddress/AddressLine1Txt | CityContractorAddress/ForeignAddress/CityNm | Province Or StateContractorAddress/ForeignAddress/ProvinceOrStateNm | CountryContractorAddress/ForeignAddress/CountryCd | Foreign PostalContractorAddress/ForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|
| BEM CONSULTING LLC | ||||||||||
| 45 DIAMOND ROACK ROAD | PHOENIXVILLE | PA | 19460 | CONTRACTOR | $188,333 | |||||
| JCYATES CONSULTING LLC | ||||||||||
| 28 BENCHMARK | PITTSBORO | NC | 27312 | CONTRACTOR | $182,081 | |||||
| PERL PLLC | ||||||||||
| 350 E SHORT STREET UNIT 411 | LEXINGTON | KY | 40507 | CONTRACTOR | $141,500 | |||||
| ALAN L HAMILTON CONSULTING INC | ||||||||||
| CONTRACTOR | $116,250 | 2 FENWICK PLACE | WATERDOWN | ONTARIO | CA | L8D 0P5 | ||||
| LYNN SOBEL & ASSOCIATES | ||||||||||
| 28 BEECHDALE ROAD | DOBBS FERRY | NY | 10522 | CONTRACTOR | $110,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 6 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $29,337 | GovernmentGrantsAmt |
| All Other Contributions | $7,465,783 | AllOtherContributionsAmt |
| Total Contributions | $7,495,120 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PUBLICATION INCOME | Desc |
| Business | 513190 | BusinessCd |
| Total Revenue Column | $160,312 | TotalRevenueColumnAmt |
| Exclusion | $160,312 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $160,312 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $193,658 | TotalRevenueColumnAmt |
| Exclusion | $193,658 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,845,581 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,727,948 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $117,633 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $117,633 | TotalRevenueColumnAmt |
| Exclusion | $117,633 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,966,723 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $471,603 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,500 | TotalAmt |
| Program Services | $2,500 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,962,995 | TotalAmt |
| Program Services | $1,683,092 | ProgramServicesAmt |
| Management And General | $841,195 | ManagementAndGeneralAmt |
| Fundraising | $438,708 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $552,152 | TotalAmt |
| Program Services | $284,673 | ProgramServicesAmt |
| Management And General | $161,598 | ManagementAndGeneralAmt |
| Fundraising | $105,881 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $234,615 | TotalAmt |
| Program Services | $136,007 | ProgramServicesAmt |
| Management And General | $65,505 | ManagementAndGeneralAmt |
| Fundraising | $33,103 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,014 | TotalAmt |
| Program Services | $6,028 | ProgramServicesAmt |
| Management And General | $98,794 | ManagementAndGeneralAmt |
| Fundraising | $1,192 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,717,924 | TotalAmt |
| Program Services | $4,106,216 | ProgramServicesAmt |
| Management And General | $541,060 | ManagementAndGeneralAmt |
| Fundraising | $70,648 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,111 | TotalAmt |
| Program Services | $33,104 | ProgramServicesAmt |
| Management And General | $1,930 | ManagementAndGeneralAmt |
| Fundraising | $3,077 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,288 | TotalAmt |
| Program Services | $52,485 | ProgramServicesAmt |
| Management And General | $29,842 | ManagementAndGeneralAmt |
| Fundraising | $6,961 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,402 | TotalAmt |
| Management And General | $25,402 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,949 | TotalAmt |
| Program Services | $89,793 | ProgramServicesAmt |
| Management And General | $6,809 | ManagementAndGeneralAmt |
| Fundraising | $347 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,256 | TotalAmt |
| Program Services | $87,947 | ProgramServicesAmt |
| Fundraising | $24,309 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,930 | TotalAmt |
| Management And General | $6,930 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,019 | TotalAmt |
| Program Services | $5,627 | ProgramServicesAmt |
| Management And General | $47,595 | ManagementAndGeneralAmt |
| Fundraising | $1,797 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| LICENSES AND FEES | $494,139 | $316,369 | $151,656 | $26,114 |
| DUES & SUBSCRIPTIONS | $86,115 | $19,647 | $38,810 | $27,658 |
| PRINTING AND PUBLICATIO | $32,595 | $26,307 | $3,530 | $2,758 |
| TELEPHONE | $21,389 | $19 | $21,370 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,786 | TotalAmt |
| Program Services | $7,432 | ProgramServicesAmt |
| Management And General | $2,424 | ManagementAndGeneralAmt |
| Fundraising | $4,930 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,649,179 | TotalAmt |
| Program Services | $6,857,246 | ProgramServicesAmt |
| Management And General | $2,044,450 | ManagementAndGeneralAmt |
| Fundraising | $747,483 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,784,276 | BOYAmt |
| EOY | $1,793,636 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $197,804 | BOYAmt |
| EOY | $1,527,199 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,693,965 | BOYAmt |
| EOY | $735,281 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $527,014 | BOYAmt |
| EOY | $409,885 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $47,300 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $29,691 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,942 | BOYAmt |
| EOY | $17,609 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,000,792 | BOYAmt |
| EOY | $4,042,892 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $392,412 | BOYAmt |
| EOY | $385,208 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,619,205 | BOYAmt |
| EOY | $8,911,710 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $903,127 | BOYAmt |
| EOY | $1,057,638 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,916,504 | BOYAmt |
| EOY | $2,629,446 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,819,631 | BOYAmt |
| EOY | $3,687,084 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,898,654 | BOYAmt |
| EOY | $1,158,628 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,900,920 | BOYAmt |
| EOY | $4,065,998 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,799,574 | BOYAmt |
| EOY | $5,224,626 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,619,205 | BOYAmt |
| EOY | $8,911,710 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,682,456 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $107,508 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,371,908 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,749,406 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,102,975 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,630,964 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,495,120 | CurrentTaxYearAmt |
| Total | $41,350,373 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,371,908 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,749,406 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,102,975 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,630,964 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,495,120 | CurrentTaxYearAmt |
| Total | $41,350,373 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,852,919 | SubstantialContributorsTotAmt |
| Public Support Total170 | $39,497,454 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $132,557 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $134,722 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $104,551 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $142,019 | CurrentTaxYearMinus1YearAmt |
| Total | $513,849 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $41,864,222 | TotalSupportAmt |
| Public Support CY170 | 0.94350 | PublicSupportCY170Pct |
| Public Support PY170 | 0.84680 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $47,300 | OtherCostOrOtherBasisAmt |
| Depreciation | $29,691 | DepreciationAmt |
| Book Value | $17,609 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $17,609 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $7,655,432 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $7,655,432 | RevenueSubtotalAmt |
| Other Revenues Not Included | $311,291 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $311,291 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $7,966,723 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $9,649,179 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $9,649,179 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $9,649,179 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE ORGANIZATION IS ORGANIZED AS A NOT-FOR-PROFIT ENTITY AND IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C) (3) OF THE INTERNAL REVENUE CODE. UNRELATED BUSINESS INCOME, OF WHICH THE ORGANIZATION HAD NONE FOR THE YEARS ENDED JUNE 30, 2023 AND 2022, WOULD BE SUBJECT TO FEDERAL INCOME TAXES. THE ORGANIZATION'S INFORMATION RETURNS FILED WITH THE INTERNAL REVENUE SERVICE HAVE NOT BEEN EXAMINED IN THE PAST. THE ORGANIZATION IS NOT AWARE OF ANY UNCERTAINTIES THAT COULD JEOPARDIZE ITS NOT-FOR-PROFIT STATUS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES IS DEEMED NECESSARY. THE ORGANIZATION FOLLOWS THE PROVISIONS OF UNCERTAIN TAX PROVISIONS ADDRESSED BY FAS ASC 740-10 ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THE ORGANIZATION HAS NO UNCERTAIN TAX POSITIONS AT JUNE 30, 2023 AND 2022, FOR WHICH THE ULTIMATE DEDUCTIBILITY IS HIGHLY CERTAIN BUT FOR WHICH THERE ARE UNCERTAINTY ABOUT THE TIMING OF SUCH DEDUCTIBILITY. THE ORGANIZATION RECOGNIZES INTEREST ACCRUED RELATED TO UNRECOGNIZED TAX BENEFITS IN INTEREST EXPENSE AND PENALTIES IN OPERATING EXPENSE. THE ORGANIZATION HAS DETERMINED THAT NO AMOUNT REQUIRED TO BE ACCRUED FOR TAXES OR RELATED PENALTIES AND INTEREST FOR ANY TAX POSITION TAKEN THROUGH JUNE 30, 2023 AND 2022. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | INTEREST INCOME 39,040. DIVIDENDS 154,618. REALIZED GAIN ON SALES 117,633. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RUTH TAL-SINGER | ||||||||||||||
| FORMER PRESIDENT & CEO | $275,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $275,000 | $0 | $0 | $0 |
| VINCENT MALANGA | ||||||||||||||
| EVP, CHIEF INFORMATION OFFICER | $230,745 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $17,634 | $0 | $248,379 | $0 | $0 | $0 |
| ELISHA MALANGA | ||||||||||||||
| CORPORATE RELATIONS OFFICER | $169,424 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $35,697 | $0 | $205,121 | $0 | $0 | $0 |
| SASHA LAVIN | ||||||||||||||
| SR DIRECTOR OF FINANCE | $160,064 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $26,364 | $0 | $186,428 | $0 | $0 | $0 |
| KALEO CURTIS | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $147,462 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $32,217 | $0 | $179,679 | $0 | $0 | $0 |
| CHRISTINE NOVAK MICKA | ||||||||||||||
| SR DIRECTOR OF DEVELOPMENT | $136,088 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $28,347 | $0 | $164,435 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | AFTER REVIEW BY THE CFO, THE DRAFT FORM 990 IS CIRCULATED TO MEMBERS OF MANAGEMENT FOR REVIEW AND COMMENT. THE FORM 990 IS THEN PROVIDED TO THE FOUNDATION'S BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | AT EACH BOARD MEETING THE CONFLICT OF INTEREST POLICY IS READ BEFORE THE CONDUCT OF ANY OTHER ITEM. WRITTEN CONFLICT OF INTEREST STATEMENTS ARE OBTAINED FROM ALL OFFICERS, BOARD MEMBERS, COMMITTEE MEMBERS, STAFF AND CONTRACTED PERSONNEL ANNUALLY. FAILURE TO FILE THE STATEMENT WILL RESULT IN THE PERSON BEING REMOVED FROM SERVICE ON ANY COMMITTEE |
| FORM 990, PART VI, SECTION B, LINE 15 | SALARIES FOR COPD FOUNDATION MANAGEMENT ARE DETERMINED BY ANNUAL SURVEYS OF COMPARABLE NOT-FOR-PROFIT ORANIZATIONS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE WEBSITE WWW.COPDFOUNDATION.ORG INCLUDES THE POSTING OF FINANCIAL STATEMENTS, FORM 990, ANNUAL REPORT, CONFLICT OF INTEREST POLICY AND WHISTLEBLOWER POLICY. |
| FORM 990, PART IX, LINE 11G | CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 4,106,216. MANAGEMENT AND GENERAL EXPENSES 541,060. FUNDRAISING EXPENSES 70,648. TOTAL EXPENSES 4,717,924. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
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