FURP.ORG / PUBLIC DATA EXPLORER

LUPUS FOUNDATION OF AMERICA INC: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
LUPUS FOUNDATION OF AMERICA INC (EIN 43-1131436)
Tax period
2022-10-01 to 2023-09-30
Filed
2024-07-31
IRS object ID
202422139349300242
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

FieldValueIRS element (for citing)
Return2024-07-31T13:12:29-05:00ReturnTs
Tax Period End2023-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN111986323PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MARCUM LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11899 L STREET NW SUITE 850AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20036ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN431131436EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LUPUS FOUNDATION OF AMERICA INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLUPUBusinessNameControlTxt
Phone2023491155PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12121 K STREET NW 200AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20037ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJULIE TUNEPersonNm
Person TitleCHIEF FINANCIAL OFFICERPersonTitleTxt
Phone2023491155PhoneNum
Signature2024-07-30SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAARON M FOXPreparerPersonNm
PTINP01365820PTIN
Phone2022274000PhoneNum
Preparation2024-07-23PreparationDt
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2024-08-08 14:25:15ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJULIE TUNEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12121 K STREET NW 200AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20037ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$17,248,744GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.LUPUS.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1977FormationYr
Legal Domicile StateDCLegalDomicileStateCd
Activity Or MissionIMPROVE THE QUALITY OF LIFE FOR PEOPLE WITH LUPUS THROUGH RESEARCH, EDUCATION, SUPPORT AND ADVOCACY.ActivityOrMissionDesc
Voting Members Governing Body16VotingMembersGoverningBodyCnt
Voting Members Independent16VotingMembersIndependentCnt
Total Employee74TotalEmployeeCnt
Total Volunteers3085TotalVolunteersCnt
Total Gross UBI$215,000TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$15,265,716PYContributionsGrantsAmt
CY Contributions Grants$15,780,800CYContributionsGrantsAmt
PY Program Service Revenue$1,211,689PYProgramServiceRevenueAmt
CY Program Service Revenue$1,382,047CYProgramServiceRevenueAmt
PY Investment Income$18,304PYInvestmentIncomeAmt
CY Investment Income$44,531CYInvestmentIncomeAmt
PY Other Revenue$768,256PYOtherRevenueAmt
CY Other Revenue$41,366CYOtherRevenueAmt
PY Total Revenue$17,263,965PYTotalRevenueAmt
CY Total Revenue$17,248,744CYTotalRevenueAmt
PY Grants And Similar Paid$1,735,150PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$957,355CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$7,046,431PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$7,378,867CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$158,660PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$51,900CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$2,243,926CYTotalFundraisingExpenseAmt
PY Other Expenses$6,478,166PYOtherExpensesAmt
CY Other Expenses$6,777,829CYOtherExpensesAmt
PY Total Expenses$15,418,407PYTotalExpensesAmt
CY Total Expenses$15,165,951CYTotalExpensesAmt
PY Revenues Less Expenses$1,845,558PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$2,082,793CYRevenuesLessExpensesAmt
Total Assets BOY$9,829,433TotalAssetsBOYAmt
Total Assets EOY$15,514,074TotalAssetsEOYAmt
Total Liabilities BOY$4,078,827TotalLiabilitiesBOYAmt
Total Liabilities EOY$7,523,086TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$5,750,606NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$7,990,988NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionLUPUS 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.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$4,877,712ExpenseAmt
Revenue$221,769RevenueAmt
DescPUBLIC INFORMATION AND EDUCATION:THE LUPUS FOUNDATION OF AMERICA CONDUCTS OUTREACH AND OFFERS PROGRAMS AND SERVICES TO SUPPORT OUR ORGANIZATIONAL GOALS OF REDUCING TIME TO A LUPUS DIAGNOSIS, ENSURING PEOPLE WITH LUPUS HAVE AN ARSENAL OF SAFE AND EFFECTIVE TREATMENTS, AND EXPANDING DIRECT SERVICES AND INCREASING ACCESS TO TREATMENT AND CARE. IN 2023, THE FOUNDATION CONTINUED TO EXPAND ITS REACH THROUGH ITS WEBSITE, ONLINE EDUCATION PROGRAMS, AWARENESS CAMPAIGNS, SOCIAL MEDIA MARKETING, CELEBRITY ENGAGEMENT AND COMMUNITY PARTNERSHIPS. OUR WEBSITE IS THE LEADING SOURCE FOR LUPUS-RELATED INFORMATION, WITH AN ONLINE AUDIENCE OF MORE THAN 11 MILLION VISITS ANNUALLY. OUR SOCIAL MEDIA CHANNELS HAVE 448,000 COMBINED FOLLOWERS ACROSS THE SIX MOST POPULAR SOCIAL CHANNELS.IN ORDER TO LEVERAGE OUR EXTENSIVE REACH TO IMPROVE THE LIVES OF ALL PEOPLE WITH LUPUS, WE CREATED AND EXECUTED MULTIPLE SOCIAL MEDIA CAMPAIGNS AS PART OF OUR "SPOTLIGHT SERIES." THESE CAMPAIGNS CALL ATTENTION TO THE UNIQUE IMPACT OF LUPUS AMONG DIFFERENT POPULATIONS AND AUDIENCES, SHARING IMPORTANT RESOURCES AND RAISING AWARENESS OF HEALTH DISPARITIES. DURING LUPUS AWARENESS MONTH IN MAY THE FOUNDATION'S THEME WAS "MAKE LUPUS VISIBLE." EACH WEEK THROUGHOUT THE MONTH WE HIGHLIGHTED A DIFFERENT TOPIC OF THE OFTEN-INVISIBLE WAYS LUPUS IMPACTS EVERYDAY LIFE. WE SHARED A USEFUL RESOURCE TIED TO THE TOPIC, SUPPORTING EDUCATIONAL INFORMATION AND FACTS ABOUT LUPUS, AS WELL AS VIDEOS FROM PEOPLE WITH LUPUS. OUR EFFORTS TO RAISE AWARENESS SPANNED SOCIAL MEDIA, EMAIL AND MEDIA PLACEMENTS. WE SECURED SEVERAL LOCAL MEDIA PLACEMENTS FOCUSED ON RAISING AWARENESS WITH INTERVIEWS HELD WITH FOUNDATION AMBASSADORS, INCLUDING INTERVIEWS AT NBC12 RICHMOND, KOIN PORTLAND, ABC7 DC AND NBC CT, AND WITH SEVERAL OTHER MEDIA OUTLETS. THE FOUNDATION ALSO SPEARHEADED THE ANNUAL GLOBAL OBSERVANCE OF WORLD LUPUS DAY ON MAY 10. WE DEVELOPED AND EXECUTED A WORLD-WIDE "MAKE LUPUS VISIBLE" SOCIAL MEDIA CAMPAIGN TO SHARE LUPUS EDUCATION FACTS AND STATISTICS, LEVERAGED THROUGH THE SHARING OF VARIOUS TOOLS, MESSAGES AND IMAGES TO SUCCESSFULLY RAISE AWARENESS OF LUPUS AND ITS IMPACT ON A GLOBAL SCALE. IN PARTNERSHIP WITH THE WORLD LUPUS FEDERATION (WLF), THE FOUNDATION DEVELOPED AWARENESS AND ADVOCACY MESSAGES, TOOLS, MATERIALS, LUPUS FACT SHAREABLE IMAGES AND MORE -- ALL PART OF A DIGITAL LUPUS AWARENESS TOOLKIT HOSTED ON WORLDLUPUSDAY.ORG. WE EXECUTED A STRATEGIC COMMUNICATIONS EFFORT TO SHARE AND PROMOTE THE TOOLKIT TO ALL WLF MEMBERS AND SUPPORTERS BOTH LEADING UP TO AND ON WORLD LUPUS DAY AS PART OF A GLOBAL AND COLLABORATIVE SOCIAL MEDIA CAMPAIGN.THROUGH OUR ADVOCACY EFFORTS IN 2023, WE SUPPORTED LUPUS RESEARCH AND EDUCATION BY:--HOSTING OVER 200 LUPUS ADVOCATES FOR 179 MEETINGS ON CAPITOL HILL FOR THE FIRST IN-PERSON NATIONAL LUPUS ADVOCACY SUMMIT SINCE THE PANDEMIC, RESULTING IN POSITIVE ACTION ON POLICIES TO IMPROVE ACCESS TO CARE FOR PEOPLE WITH LUPUS. ADDITIONALLY HOSTING THE 2023 DIGITAL ADVOCACY SUMMIT, SENDING NEARLY 3,000 LUPUS ADVOCACY MESSAGES TO ADVOCATE FOR INCREASED RESEARCH FUNDING AND POLICIES TO IMPROVE THE LIVES OF ALL PEOPLE WITH LUPUS.--ADVOCATING $30 MILLION IN FUNDING FOR LUPUS-SPECIFIC RESEARCH AND EDUCATION PROGRAMS FOR FY24, WHICH IF ENACTED WOULD BE THE MOST FUNDING CONGRESS HAS EVER APPROVED FOR LUPUS-SPECIFIC PROGRAMS IN A SINGLE YEAR:$15 MILLION TO SUPPORT THE NATIONAL LUPUS PATIENT REGISTRY PROGRAM WITHIN THE U.S. CENTERS FOR DISEASE CONTROL AND PREVENTION, WHICH IF ENACTED WOULD BRING TOTAL FUNDING FOR THE PROGRAM TO MORE THAN $115 MILLION SINCE ITS CREATION IN 2003$13 MILLION FOR THE LUPUS RESEARCH PROGRAM AT THE DEPARTMENT OF DEFENSE, WHICH WOULD BRING TOTAL FUNDING FOR THE PROGRAM TO NEARLY $90 MILLION SINCE IT WAS FIRST FUNDED IN FISCAL YEAR 2017$3 MILLION FOR THE OFFICE OF MINORITY HEALTH AND THEIR NATIONAL LUPUS TRAINING, OUTREACH, AND CLINICAL TRIAL EDUCATION PROGRAM, A PROGRAM THAT IS IMPLEMENTING EDUCATION AND OUTREACH INITIATIVES TO IMPROVE CLINICAL TRIAL DIVERSITY$50.9 BILLION FOR THE NATIONAL INSTITUTES OF HEALTH, THE WORLD'S LARGEST PUBLIC FUNDER OF LUPUS RESEARCH--LEADING A TRAINING OF THE LUPUS RESEARCH ACTION NETWORK, A GROUP OF PEOPLE WITH LUPUS WHO ARE TRAINED IN PEER-TO-PEER EDUCATION RELATED TO LUPUS CLINICAL TRIALS AND RESEARCH, WITH A SPECIFIC GOAL TO INCREASE MINORITY PARTICIPATION IN LUPUS RESEARCH AND CLINICAL TRIALS. THE TRAINING WAS CONDUCTED AS A KEY COMPONENT OF THE FOUNDATION'S IMPACT+ (INCREASING MINORITY PARTICIPATION AND AWARENESS IN CLINICAL TRIALS) GRANT WITH THE U.S DEPARTMENT OF HEALTH AND HUMAN SERVICES (HHS) OFFICE OF MINORITY HEALTH (OMH).--PARTNERING WITH TOP NATIONAL PATIENT ORGANIZATIONS TO LEAD THE IMMUNOCOMPROMISED COLLABORATIVE. THE COLLABORATIVE ADVOCATES FOR STATE AND FEDERAL POLICIES THAT RECOGNIZE THE UNIQUE NEEDS OF PEOPLE LIVING WITH LUPUS DURING THE COVID-19 PANDEMIC, INCLUDING VACCINES, THERAPIES, REOPENING PROTOCOLS, ACCESS TO HEALTH CARE, AND OTHER PUBLIC HEALTH INITIATIVES AND GUIDELINES. --CONTINUING TO ELEVATE THE PATIENT VOICE IN DRUG DEVELOPMENT, PROVIDING THE LUPUS PATIENT PERSPECTIVE TO CONGRESS AND THE FDA, INCLUDING AS THE FDA CONTINUES TO DEVELOP ITS PATIENT FOCUSED DRUG DEVELOPMENT (PFDD) GUIDANCE SERIES, AND HELPING TO LEAD PFDD WORKS, A GROUP OF TOP PATIENT ORGANIZATIONS WORKING TOGETHER TO ELEVATE THE PATIENT PERSPECTIVE IN DRUG DEVELOPMENT AND TO INFORM REGULATORY DECISION-MAKING. --LEADING THE MARKET ACCESS WORKING GROUP, COMPOSED OF PEOPLE WITH LUPUS AND KEY OPINION LEADERS WORKING TO INCREASE ACCESS AND REDUCE BARRIERS TO QUALITY CARE. AS PART OF THIS EFFORT, THE FOUNDATION ENGAGED IN FEDERAL AND STATE ADVOCACY INITIATIVES, INCLUDING TO ELIMINATE HEALTH PLAN STEP THERAPY POLICIES, CO-PAY ACCUMULATORS AND OTHER POLICIES THAT RESTRICT, DELAY AND DENY PEOPLE WITH LUPUS ACCESS TO THE CARE THEY NEED, WHEN THEY NEED IT.--CONTINUING TO LEAD THE MAPRX COALITION, A GROUP OF MORE THAN 60 NATIONAL PATIENT ADVOCACY ORGANIZATIONS DEDICATED TO PROTECTING AND STRENGTHENING THE MEDICARE PART D PRESCRIPTION DRUG BENEFIT FOR 44 MILLION AMERICANS WITH DISABILITIES. IN 2023 THE COALITION HELD MULTIPLE CONGRESSIONAL BRIEFINGS TO EDUCATE LEADERS ON CAPITOL HILL ABOUT MEDICARE POLICY AND ENGAGED THE CENTERS FOR MEDICARE AND MEDICAID SERVICES AS IT BEGAN TO IMPLEMENT PROVISIONS OF THE INFLATION REDUCTION ACT, SPECIFICALLY PROVISIONS CHAMPIONED BY MAPRX, INCLUDING:A $2,000 OUT-OF-POCKET CAP TO LIMIT COSTS FOR THOSE ON MEDICARE PART D.A "SMOOTHING MECHANISM" THAT WILL ALLOW PART D BENEFICIARIES TO SPREAD HIGH-DRUG COSTS THROUGHOUT THE PLAN YEAR.EXPANDED ELIGIBILITY FOR THE LOW-INCOME SUBSIDY IN PART D TO INCREASE AFFORDABILITY.REMOVAL OF COST-SHARING FOR VACCINES IN MEDICARE PART D, A MAJOR PUBLIC HEALTH VICTORY.--LEADING A NETWORK OF NEARLY 40,000 GRASSROOTS ADVOCATES FROM EVERY STATE AND 435 CONGRESSIONAL DISTRICTS WHO HELPED ADVANCE LUPUS-RELATED PUBLIC POLICY PRIORITIES.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$3,515,875ExpenseAmt
Grant$62,000GrantAmt
Revenue$578,071RevenueAmt
DescNETWORK SUPPORT AND SERVICES:THE FOUNDATION'S NATIONAL NETWORK INCLUDES CHAPTERS, REGIONAL OFFICES, AMBASSADORS AND SUPPORT GROUPS ACROSS THE UNITED STATES. NETWORK AFFILIATES CONDUCT EDUCATION PROGRAMS AND SUPPORT RESEARCH, ALONG WITH PROVIDING INFORMATION, SUPPORT AND ADVOCACY TO IMPROVE THE QUALITY OF LIFE FOR THOSE AFFECTED BY LUPUS.THE FOUNDATION PROVIDES NETWORK AFFILIATES WITH CAPACITY-BUILDING SERVICES, ORGANIZATIONAL DEVELOPMENT, STRATEGIC SUPPORT, TRAINING AND CONSULTATION. OUR NATIONAL AMBASSADOR PROGRAM CONTINUES TO GROW, WITH THESE COMMITTED AND SPECIALLY-TRAINED VOLUNTEERS PLAYING A VITAL ROLE IN SUPPORTING THE FOUNDATION'S MISSION. WE HAVE OVER 200 TRAINED AMBASSADORS WHO PROVIDE COMMUNITY-BASED, PEER-TO-PEER EDUCATION AND SUPPORT. THE FOUNDATION ALSO PROVIDES OVERSIGHT AND RESOURCES TO MORE THAN 45 NATIONAL SUPPORT GROUPS AND 71 TRAINED SUPPORT GROUP FACILITATORS WHO SERVE CONSTITUENTS NATIONWIDE. IN 2023, THE FOUNDATION EXPANDED ITS SUPPORT GROUPS TO SERVE MORE PEOPLE AFFECTED BY LUPUS. THESE GROUPS INCLUDE: MEN WHO ARE LIVING WITH LUPUS, A YOUTH GROUP FOR INDIVIDUALS UNDER AGE 25, A HISPANIC/LATINO SUPPORT GROUP WHICH OFFERS HELP IN ENGLISH AND SPANISH, AN ASIAN SUPPORT GROUP THAT PROVIDES HELP THROUGHOUT THE COUNTRY AS WELL AS INTERNATIONALLY, CAREGIVERS AND CARE PARTNERS FOR LUPUS PATIENTS, AND A GROUP FOR BLACK/AFRICAN AMERICAN WOMEN WHO ARE LIVING WITH LUPUS. WE OFFER BOTH IN-PERSON AND VIRTUAL SUPPORT GROUPS TO ENSURE GREATER ACCESS TO THIS VALUABLE RESOURCE FOR ALL PEOPLE LIVING WITH LUPUS. THE FOUNDATION CONTINUES ITS LEADERSHIP ROLE OF THE WLF, A GLOBAL COALITION OF ROUGHLY 250 LUPUS PATIENT ADVOCACY GROUPS FROM 75 COUNTRIES. THE FEDERATION'S MISSION IS TO ADVANCE LUPUS AWARENESS AND ADVOCACY INITIATIVES THAT BRING GREATER ATTENTION AND RESOURCES TO THE FIGHT TO END LUPUS WORLDWIDE. IN 2023, THE WLF COMPLETED TWO BIG PROJECTS THAT WERE IDENTIFIED AS PRIORITIES BASED ON THE RESULTS OF ITS 2021 WLF NEEDS ASSESSMENT, AND THAT WOULD MEET AN IMMEDIATE NEED FOR SEVERAL WLF-MEMBER LUPUS ORGANIZATIONS. THE FIRST PROJECT WAS THE DEVELOPMENT AND COMPLETION OF A NEW CO-BRANDED "UNDERSTANDING LUPUS'' FACT SHEET IN SPANISH THAT WE PROVIDED TO FOUR SPANISH-SPEAKING, PATIENT-ORIENTED ORGANIZATIONS LOCATED OUTSIDE THE U.S. THE SECOND PROJECT WAS THE SUCCESSFUL PRODUCTION OF A WEBINAR FOR WLF MEMBER ORGANIZATIONS ENTITLED "CREATING PEER-LED LUPUS SUPPORT GROUPS." MORE THAN 25 ATTENDEES FROM LUPUS ORGANIZATIONS AROUND THE WORLD PARTICIPATED. THE FOUNDATION ALSO ENGAGED WITH VOLUNTEERS AND SUPPORTERS THROUGHOUT THE U.S. WE HELD 21 WALK TO END LUPUS NOW EVENTS ACROSS THE COUNTRY ALLOWING FOR IMPORTANT CONNECTION AND ENGAGEMENT AMONG WALK PARTICIPANTS, SPONSORS AND VOLUNTEERS, AS WELL AS THE OPPORTUNITY TO RAISE AWARENESS AND FUNDS VITAL TO IMPROVING THE QUALITY OF LIFE FOR ALL PEOPLE AFFECTED BY LUPUS. IN ADDITION, A VIRTUAL 'CELEBRATION' WAS HELD TO ALLOW FOR PARTICIPATION FROM ACROSS THE COUNTRY, INCLUDING THOSE NOT COMFORTABLE PARTICIPATING IN-PERSON, OR THOSE WITHOUT A WALK IN THEIR LOCAL COMMUNITY. THE VIRTUAL 6 CHALLENGE, 6 DAYS TO COMPLETE 6 MILES, REPLACED THE FOUNDATION'S IN-PERSON ENDURANCE PROGRAM, TEAM MAKE YOUR MARK AND CONTINUES TO PROVIDE A UNIQUE OPPORTUNITY FOR PEOPLE ACROSS THE COUNTRY TO PARTICIPATE IN THE WAY THAT BEST MEETS THEIR NEEDS AND INTERESTS. IN ADDITION, MORE THAN 173 CONTENT CREATORS JOINED US FOR GAME ON! TO END LUPUS, OUR THREE DAY LIVE STREAM EVENT WHERE STREAMERS FROM AROUND THE WORLD RAISE AWARENESS OF LUPUS AND FUNDS FOR LUPUS RESEARCH.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$2,633,355ExpenseAmt
Grant$895,355GrantAmt
Revenue$367,207RevenueAmt
DescRESEARCH:DUE TO RECENT ADVANCES IN THERAPIES, ROUGHLY 97 PERCENT OF LUPUS PATIENTS ARE ABLE TO LIVE AT LEAST 5 YEARS AFTER DIAGNOSIS. RESEARCH FOCUSED ON IMPROVING THE QUALITY OF LIFE FOR PEOPLE LIVING WITH LUPUS AND ADVANCING OUR UNDERSTANDING OF THE DISEASE REMAINS NECESSARY. OUR NATIONAL RESEARCH PROGRAM MIRRORS THAT OF THE NATIONAL INSTITUTES OF HEALTH (NIH) WHERE THE ACTION PLANS ARE FOCUSED ON ADDRESSING KEY AREAS RELATED TO LUPUS RESEARCH INCLUDING:--LUPUS AS A SPECTRUM DISEASE.--DEVELOPMENT OF NEW TECHNOLOGIES TO CLOSE THE GAP IN OUR UNDERSTANDING OF DISEASE MECHANISMS.--SUPPORTING THE DEVELOPMENT OF NOVEL TREATMENT PARADIGMS.--WORKING IN TANDEM WITH PARTNERS TO SUPPORT LUPUS RESEARCH AND RESEARCH TRAINING. THE FOUNDATION CONTINUES TO LEAD INITIATIVES TO OVERCOME BARRIERS THAT INHIBIT PROGRESS IN DEVELOPING AND APPROVING NEW, EFFECTIVE AND TOLERABLE TREATMENTS FOR PEOPLE WITH LUPUS, INCLUDING:--LEADING THE ADDRESSING LUPUS PILLARS FOR HEALTH ADVANCEMENT (ALPHA) PROJECT, A GLOBAL MULTI-PHASE INITIATIVE TO IDENTIFY AND ADDRESS TOP URGENT AND UNMET ISSUES THAT WILL IMPROVE LUPUS OUTCOMES. IN 2023, THE PROJECT WORK EXPANDED PATIENT-PROVIDER COMMUNICATION EFFORTS TO ADDRESS BARRIERS TO ACCESSING HIGH-QUALITY CLINICAL CARE. THIS WORK WILL CONTINUE INTO 2024 WITH FORMATIVE EVALUATION EXERCISES PLANNED FOR THE PURPOSE OF UNRAVELING CHALLENGES TO PATIENT-PROVIDER ENGAGEMENT. THE ALPHA GLOBAL ADVISORY COUNCIL ALSO ADDRESSED CRITICAL ISSUES RELATED TO TIME TO DIAGNOSIS AND EXPLORED THE BENEFITS AND RISKS OF DEFINING LUPUS AS A SPECTRUM. THE DRUG DEVELOPMENT WORKING GROUP CONVENED A MEETING ON CLINICAL TRIAL OUTCOME MEASURES IN LUPUS THAT HIGHLIGHTED CHALLENGES IN ACCURATELY ACCOUNTING FOR LUPUS HETEROGENEITY ACROSS THE AGE CONTINUUM AND THE IMPORTANCE OF MEASURING OUTCOMES IMPORTANT TO PEOPLE LIVING WITH LUPUS. THIS WORK ON DISEASE DEFINITION AND DRUG DEVELOPMENT WAS PUBLISHED IN LUPUS SCIENCE & MEDICINE AS TWO SEPARATE PAPERS IN THE ALPHA SERIES IN EARLY 2023.--SUPPORTING A MULTI-YEAR STUDY OF MESENCHYMAL STROMAL CELLS AS A POTENTIAL TREATMENT FOR LUPUS. THE MEDICAL UNIVERSITY OF SOUTH CAROLINA CONTINUES TO LEAD THE STUDY IN PARTNERSHIP WITH THE NATIONAL INSTITUTE FOR ALLERGY AND INFECTIOUS DISEASES. EIGHT OF THE NINE CLINICAL SITES CONTINUE TO ENROLL PARTICIPANTS, AND INVESTIGATORS EXPECT TO FINISH THE STUDY IN LATE 2025. --RECRUITING MORE THAN 900 NEW PEOPLE WITH LUPUS AND CAREGIVERS TO PARTICIPATE IN RESEARCH ACCELERATED BY YOU (RAY), A LUPUS DATA PLATFORM FOR PEOPLE WITH LUPUS AND CAREGIVERS TO SHARE ANONYMIZED INFORMATION ABOUT THEIR LUPUS EXPERIENCE. WE ALSO WORKED TO INCREASE DIVERSE REPRESENTATION WITHIN RAY BY USING EVIDENCE-BASED APPROACHES TO INCREASE RECRUITMENT OF UNDERREPRESENTED POPULATIONS. THE RAY DATA PLATFORM WAS UPGRADED IN 2023 TO ENHANCE COMMUNICATION CAPABILITIES AND BUILD CAPACITY FOR FREQUENT NOTIFICATION ABOUT CLINICAL TRIAL PARTICIPATION OPPORTUNITIES. THIS WILL ALLOW US TO COLLECT DATA OVER THE LIFESPAN OF THE PARTICIPANT, WHICH WILL ENHANCE OUR CAPABILITIES TO ASSESS THE NATURAL HISTORY OF DISEASE AND ASCERTAIN ADDITIONAL INSIGHTS ABOUT THE EXPERIENCE OF LIVING WITH LUPUS. THE DATA PLATFORM SERVES AS A CONDUIT TO HELP RESEARCHERS ACCELERATE THE DEVELOPMENT OF NEW TREATMENTS AND IMPROVE DISEASE OUTCOMES USING PATIENT-FIRST AND PATIENT-CENTRIC APPROACHES.--FUNDING GRADUATE AND UNDERGRADUATE STUDENT FELLOWSHIPS AND EARLY CAREER DEVELOPMENT GRANTS TO SUPPORT A NEW GENERATION OF LUPUS CLINICIAN-SCIENTISTS. THESE AWARDS ADDRESS A SEVERE LOSS OF CURRENT AND FUTURE LUPUS INVESTIGATORS DUE TO A DECLINE IN FEDERAL TRAINING SUPPORT. PARTNERING WITH LUPUS CANADA FOR A FOURTH YEAR TO MANAGE THEIR CATALYST GRANT, WHICH PROVIDES ONE-YEAR FUNDING TO CANADIAN RESEARCHERS AT ANY STAGE IN THEIR CAREERS. THROUGHOUT THE YEAR, WE AGGRESSIVELY PURSUED STRATEGIES TO INCREASE FEDERAL, STATE AND INDUSTRY SUPPORT FOR LUPUS RESEARCH. WE ALSO FACILITATED STRATEGIC COLLABORATIONS, LED GLOBAL ALLIANCES TO DRIVE CONSENSUS AND PROVIDED DIRECT FINANCIAL SUPPORT TO RESEARCHERS THROUGH THE FOUNDATION'S PEER-REVIEWED RESEARCH GRANT PROGRAMS. THESE EFFORTS LAY THE GROUNDWORK FOR LUPUS RESEARCH TO LEAD TO SIGNIFICANT TREATMENT BREAKTHROUGHS.THE FOUNDATION ALSO EXPANDED AND LAUNCHED NEW STRATEGIC PARTNERSHIPS WITH ORGANIZATIONS THAT PLAY A CENTRAL ROLE IN ADVANCING LUPUS SCIENCE. PART OF THE FOUNDATION'S EFFORTS AND SUPPORT FOR THESE STRATEGIC PARTNERSHIPS INCLUDED:--FUNDING THE NEXT TWO YEARS OF THE IMPACT (IMPROVE PREGNANCY IN APS WITH CERTOLIZUMAB THERAPY) PHASE II TRIAL OF A BIOLOGIC THERAPY TO PREVENT ADVERSE OUTCOMES IN HIGH-RISK PREGNANCIES AMONG PATIENTS WITH ANTIPHOSPHOLIPID SYNDROME, WITH OR WITHOUT SYSTEMIC LUPUS ERYTHEMATOSUS.--FUNDING FOR SYSTEMIC LUPUS ERYTHEMATOSUS COLLABORATING CLINICS (SLICC), A GLOBAL BODY OF LUPUS EXPERTS, TO UPDATE THE SLICC DAMAGE INDEX, THE ONLY FOOD AND DRUG ADMINISTRATION (FDA)-ACCEPTED OUTCOME MEASURE FOR LUPUS CLINICAL TRIALS.--PARTICIPATING IN LUPUS ABC, A PUBLIC-PRIVATE PARTNERSHIP LED BY THE LUPUS RESEARCH ALLIANCE IN COLLABORATION WITH THE FOOD AND DRUG ADMINISTRATION TO IMPROVE LUPUS CLINICAL TRIAL OUTCOME MEASURES.--PARTNERING IN THE TREATMENT RESPONSE MEASURE FOR SLE (TRM-SLE) PROJECT WHERE WE WORK TO PRIORITIZE THE PATIENT VOICE ON THE STEERING AND ADVISORY COMMITTEES FOR THE PROJECT.THROUGH OUR DIRECT FUNDING SUPPORT AND VARIOUS FOUNDATION INITIATIVES, WE INVESTED CLOSE TO $1 MILLION TO FUND PEER-REVIEWED RESEARCH GRANTS, AWARDS TO INVESTIGATORS, RESEARCH PARTNERSHIPS AND COLLABORATIVE PROJECTS.AS PART OF OUR RESEARCH FUNDING EFFORTS, THE FOUNDATION ALSO WORKED WITH CONGRESS TO SECURE MORE THAN $22 MILLION IN PUBLIC FUNDING FOR LUPUS RESEARCH AND EDUCATION PROGRAMS IN FY23 AND ARE WORKING TO SECURE AN ADDITIONAL $30 MILLION IN FY24. THE FOUNDATION ALSO HELPED SECURE A $2.5 BILLION INCREASE IN FUNDING FOR THE NIH IN FY23 AND HAVE ADVOCATED FOR NEARLY $60 BILLION IN FY24 FUNDING FOR THE NIH, WHICH IS THE WORLD'S LARGEST PUBLIC FUNDER OF LUPUS RESEARCH.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)

ExpenseExpenseAmtDescDesc
$301,809PATIENT EDUCATION AND SUPPORT:THE FOUNDATION REMAINS A LEADER IN LUPUS EDUCATION, AND ONCE AGAIN PROVIDED EDUCATION, SUPPORT, AND OTHER ASSISTANCE TO INDIVIDUALS WITH LUPUS, THEIR FAMILIES AND CAREGIVERS.OUR EDUCATIONAL WEBSITE, THE NATIONAL RESOURCE CENTER ON LUPUS (NRCL), REMAINS THE MOST COMPREHENSIVE LUPUS EDUCATION SITE AVAILABLE. THE NRCL SERVES AS THE FIRST STOP FOR PEOPLE SEARCHING FOR BASIC INFORMATION ON LUPUS AND LOCAL RESOURCES. WE CONTINUED TO CREATE HEALTH EDUCATION RESOURCES IN A VARIETY OF FORMATS AND LANGUAGES COVERING TOPICS IMPORTANT TO PEOPLE WITH LUPUS. WE PUBLISHED MORE THAN 55 HEALTH EDUCATION RESOURCES ON THE NRCL IN ENGLISH AND SPANISH IN THE PAST YEAR. THE NRCL HAD MORE THAN 6 MILLION PAGEVIEWS IN 2023.WE PRODUCED EIGHT NEW EPISODES OF OUR PATIENT EDUCATION PODCAST, THE EXPERT SERIES, FEATURING LUPUS EXPERTS OFFERING INFORMATION AND INSIGHTS INTO ESSENTIAL TOPICS. THE PODCASTS ARE AVAILABLE THROUGH LUPUS.ORG, YOUTUBE, ITUNES, AND SPOTIFY. TOPICS FOR 2023 INCLUDED LUPUS REMISSION, BONE HEALTH, AND THE VISIBLE AND INVISIBLE SYMPTOMS OF LUPUS. THERE WERE MORE THAN 12,000 PLAYS ACROSS THE 2023 EPISODES. OUR 12-WEEK LUPUS SELF-MANAGEMENT EMAIL SERIES, TAKE CHARGE, CONTINUED TO GROW, GAINING 2,203 SUBSCRIBERS IN 2023. THE EMAIL SERIES, WHICH IS AIMED AT PROVIDING PEOPLE WITH LUPUS WITH THE KNOWLEDGE THEY NEED TO BETTER MANAGE THEIR HEALTH, HAS AN UNSUBSCRIBE RATE OF UNDER 2% ACROSS ALL THE EMAILS. IN SEPTEMBER, 2023, WE LAUNCHED TOME CONTROL, A CULTURALLY AND LINGUISTICALLY APPROPRIATE SPANISH VERSION OF TAKE CHARGE. LUPUS AND YOU: ANSWERS, ADVOCACY, ACTION (LUPUS & YOU) CONTINUED TO BE OFFERED VIRTUALLY IN 2023. IN 2023, OUR NATIONAL LUPUS & YOU QUARTERLY SERIES REACHED 4,580 PEOPLE, PROVIDING PEOPLE WITH LUPUS OPPORTUNITIES TO PARTICIPATE IN THIS INFORMATIVE AND HELPFUL PROGRAM NO MATTER WHERE THEY LIVE. WE WERE ALSO ABLE TO OFFER OUR FIRST EVER NATIONAL LUPUS & YOU EVENT IN SPANISH.OUR ONLINE LUPUS SELF-MANAGEMENT PROGRAM CALLED STRATEGIES TO EMBRACE LIVING WITH LUPUS FEARLESSLY (SELF) ALSO CONTINUED TO GROW. SELF IS A FREE, ONLINE, EVIDENCE-BASED, SELF-MANAGEMENT PROGRAM DESIGNED TO HELP PEOPLE WITH LUPUS BUILD AND ENHANCE SKILLS IN FOUR PILLARS OF LUPUS SELF-MANAGEMENT: MANAGING SYMPTOMS, MANAGING STRESS, MANAGING MEDICATIONS AND WORKING WITH THEIR HEALTHCARE TEAM. IN 2023, SELF GAINED 1,185 PARTICIPANTS. IN SEPTEMBER, 2023, WE LAUNCHED THE SELF COMPANION APP TO MAKE THE PROGRAM MORE ACCESSIBLE TO USERS.IN ADDITION, OUR TEAM OF HEALTH EDUCATION SPECIALISTS RESPONDED TO 2,264 INQUIRIES RECEIVED VIA TELEPHONE, EMAIL, AND HANDWRITTEN LETTERS IN ENGLISH AND SPANISH AND GUIDED PEOPLE TO THE APPROPRIATE INFORMATION TO MANAGE THEIR LUPUS. THE HEALTH EDUCATION SPECIALIST'S LUPUS INFORMATION PACKET, A DIGITAL DOCUMENT AVAILABLE IN ENGLISH AND SPANISH, WAS DOWNLOADED 4,937 TIMES OVER THE COURSE OF THE YEAR.
$214,989PROFESSIONAL RELATIONS AND EDUCATION:OUR PROFESSIONAL EDUCATION PROGRAMS ARE DESIGNED TO DEVELOP AND INCREASE KNOWLEDGE, SKILLS AND PROFESSIONAL PERFORMANCE OF ALL HEALTHCARE PROVIDERS WHO TREAT PEOPLE WITH LUPUS. WITHIN THESE PROGRAMS, WE WORK TO TRANSLATE RESEARCH FINDINGS INTO PUBLIC HEALTH RECOMMENDATIONS FOR PHYSICIANS, OTHER HEALTHCARE PROFESSIONALS, AND THEIR RESPECTIVE ORGANIZATIONS. IN 2023, WE CONTINUED TO FOCUS ON EXPANDING PARTNERSHIPS WITH ORGANIZATIONS THAT SERVE MEDICAL AND OTHER HEALTHCARE PROFESSIONALS. IN PARTICULAR, THE FOUNDATION PARTNERED WITH THE RHEUMATOLOGY NURSES SOCIETY AND THE HHS/OMH TO DEVELOP AN EDUCATIONAL PROGRAM FOR NURSES CALLED LUPUS CONVERSATIONS: LET'S TALK ABOUT LUPUS, CLINICAL TRIALS, AND RACE. THE GOAL OF THE PROGRAM IS TO ADDRESS RACIAL AND ETHNIC DISPARITIES IN LUPUS CLINICAL TRIAL PARTICIPATION. CLINICAL TRIALS WITH A DIVERSE ARRAY OF PARTICIPANTS ARE ESSENTIAL FOR THE DEVELOPMENT OF NEW AND EFFECTIVE LUPUS THERAPIES, BUT RACIAL AND ETHNIC MINORITY POPULATIONS HAVE BEEN AND CONTINUE TO BE UNDERREPRESENTED IN LUPUS CLINICAL TRIALS. THE EVIDENCE-BASED EDUCATIONAL PROGRAM INCLUDES A FREE CERTIFICATION FOR NURSE EDUCATORS ACCREDITED SESSION AND ROLE-PLAY VIDEO DISCUSSING THE BARRIERS AND FACILITATORS TO CLINICAL TRIAL PARTICIPATION AMONG BLACK/AFRICAN AMERICANS. THE COURSE IS DESIGNED TO MEET THE EDUCATIONAL NEEDS OF RHEUMATOLOGY NURSES, NURSE PRACTITIONERS AND PHYSICIAN ASSISTANTS. OVER 100 NURSES PARTICIPATED IN THE TRAINING. THIS YEAR WE SAW A RECORD NUMBER OF MANUSCRIPTS SUBMITTED TO THE FOUNDATION'S PEER-REVIEWED, OPEN-ACCESS JOURNAL, LUPUS SCIENCE & MEDICINE (LS&M), WHICH PUBLISHES DATA AND ANALYSIS FROM IMPORTANT AND PIVOTAL STUDIES OF ALL ASPECTS OF LUPUS AND RELATED DISEASES. THE CURRENT IMPACT FACTOR FOR LS&M IS NOW 3.9, WHICH IS THE HIGHEST FOR ANY LUPUS-SPECIFIC JOURNAL AND RANKS IT AMONG THE MOST PROMINENT JOURNALS IN RHEUMATOLOGY. IN 2023, WE ALSO RELAUNCHED LS&M'S PODCAST, PRODUCING 8 EPISODES WITH A TOTAL OF 3,817 PLAYS. THE IMPACT FACTOR ALONG WITH THE PODCAST WILL RAISE THE VISIBILITY OF THE JOURNAL AND INCREASE MANUSCRIPT SUBMISSION.THROUGH A PARTNERSHIP WITH ASTRAZENECA, WE CONTINUED OUR NATIONAL OUTREACH AND EDUCATION EFFORTS TO INCREASE LUPUS AWARENESS AND ACCESS TO FOUNDATION RESOURCES AND TOOLS AMONG COMMUNITY HEALTH WORKERS (CHWS). WHILE LOCAL EFFORTS FOCUSED ON IN-PERSON TRAINING AND CONNECTIONS WITH CHWS, A NATIONAL CHW LUPUS EDUCATION HUB WAS CREATED ON THE NRCL. THE CHW HUB FEATURES ON-DEMAND LEARNING MODULES TO INCREASE CHW'S KNOWLEDGE ABOUT LUPUS INCLUDING THE SIGNS AND SYMPTOMS, TREATMENTS, RESOURCES AND SUPPORT AVAILABLE TO THOSE LIVING WITH LUPUS. AS FRONTLINE PUBLIC HEALTH PROFESSIONALS WITH SHARED LIFE EXPERIENCE, TRUST, COMPASSION, AND CULTURAL AND VALUE ALIGNMENT WITH THE COMMUNITIES WHERE THEY LIVE AND SERVE, CHWS PLAY A VITAL ROLE IN THE HEALTH OF THE COMMUNITY. THE TRAINING CONTENT CAN BE USED BY CHWS TO EDUCATE AND SUPPORT PEOPLE WITH LUPUS IN THEIR COMMUNITIES. THE HUB FEATURES FIVE KEY TOPICS: UNDERSTANDING LUPUS, DIAGNOSING LUPUS, TREATING LUPUS, MANAGING LUPUS, AND FOUNDATION RESOURCES. TO DATE, OVER 2000 CHWS HAVE BEEN ENGAGED THROUGH IN-PERSON AND VIRTUAL LUPUS TRAINING OPPORTUNITIES.
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$516,798TotalOtherProgSrvcExpenseAmt
Total Program Service Expenses$11,543,740TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To OrgYes (1)MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional FundraisingYes (1)ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document48IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee74EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Form1098 C FiledYes (1)Form1098CFiledInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members16GoverningBodyVotingMembersCnt
Independent Voting Member16IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local ChaptersYes (1)LocalChaptersInd
Policies Reference ChaptersYes (1)PoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldAKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldALStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldARStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCOStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldDCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldGAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldHIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldLAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMEStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNMStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNVStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldRIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldTNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldUTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWVStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JULIE TUNEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2023491155PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12121 K STREET NW 200AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20037ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
ANDREW BROPHY
CHAIR5.00Yes (X)Yes (X)$0$0$0
JOSEPH A ARNOLD ESQ
VICE CHAIR5.00Yes (X)Yes (X)$0$0$0
CHRISTINE SMITH
TREASURER1.00Yes (X)Yes (X)$0$0$0
BARBARA POLK
SECRETARY5.00Yes (X)Yes (X)$0$0$0
JANINE ALLEN
DIRECTOR1.00Yes (X)$0$0$0
JUDY BARLIN
DIRECTOR1.00Yes (X)$0$0$0
LYNN BLANDFORD
DIRECTOR1.00Yes (X)$0$0$0
LINDSAY CAFRITZ
DIRECTOR1.00Yes (X)$0$0$0
KAREN COSTENBADER MD MPH
DIRECTOR1.00Yes (X)$0$0$0
CONRAD GEHRMAN
DIRECTOR1.00Yes (X)$0$0$0
JANE HAWLEY
DIRECTOR1.00Yes (X)$0$0$0
CINDY MESSERLY
DIRECTOR1.00Yes (X)$0$0$0
PHONG NGUYEN
DIRECTOR1.00Yes (X)$0$0$0
TIM NOLAN
DIRECTOR1.00Yes (X)$0$0$0
CHERI PERRON
DIRECTOR1.00Yes (X)$0$0$0
SUSAN MANZI
DIRECTOR1.00Yes (X)$0$0$0
STEVAN W GIBSON
PRESIDENT & CHIEF EXECUTIVE OFFICER UNTIL 11/18/2237.50Yes (X)$357,970$0$30,3951.50
MARY T CRIMMINGS
INTERIM CEO AND VP, MARKETING & COMMUNICATIONS37.50Yes (X)$236,574$0$34,3791.50
JEANINE SMITH
VP, NETWORK DEVELOPMENT37.50Yes (X)$209,569$0$29,5471.50
JULIE TUNE
CHIEF FINANCIAL OFFICER37.50Yes (X)$192,710$0$25,3311.50
PATRICK WILDMAN
VP, ADVOCACY & GOVERNMENT37.50$205,009$0$27,1211.50Yes (X)
LEIGH ANN CARDENAS
VP, INDIVIDUAL GIVING UNTIL 8/2/2337.50$191,183$0$20,8711.50Yes (X)
MICHAEL DONNELLY
VICE PRESIDENT, COMMUNICATIONS37.50$179,196$0$25,6321.50Yes (X)
SUSAN J GLOOR
REGIONAL DIRECTOR, NE37.50$171,553$0$29,8861.50Yes (X)
MATT DEGOOYER
SENIOR REGIONAL DIRECTOR, PNW37.50$145,874$0$24,4161.50Yes (X)
DESIREE WIENAND
DIRECTOR, CORPORATE ENGAGEMENT37.50$148,052$0$21,4931.50Yes (X)
AMY YALDEN
SENIOR REGIONAL DIRECTOR37.50$159,953$0$5,9191.50Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$2,197,643TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$274,990TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K11IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
CORDIA RESOURCES
8330 BOONE BLVD SUITE 350VIENNAVA22182CONSULTING$204,735
INTERACTIVE STRATEGIES
1133 CONNECTICUT AVE NW SUITE 600WASHINGTONDC20036WEBSITE/ONLINE RELATED SERVICES$201,310
FAEGRE DRINKER BIDDLE & REATH LLP
NW 1639 PO BOX 1450MINNEAPOLISMN55485CONSULTING$181,000
CRA INTERNATIONAL
1 SOUTH WACKER DRIVECHICAGOIL60606CONSULTING$174,810
NVG LLC
1640 RHODE ISLAND AVE NW SUITE 700WASHINGTONDC20036CONSULTING$111,666
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K5CntrctRcvdGreaterThan100KCnt
Federated Campaigns$89,700FederatedCampaignsAmt
Related Organizations$600,000RelatedOrganizationsAmt
Government Grants$3,002,052GovernmentGrantsAmt
All Other Contributions$12,089,048AllOtherContributionsAmt
Noncash Contributions$34,171NoncashContributionsAmt
Total Contributions$15,780,800TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
PROG. EVENTS/OTHER900099$945,278$945,278
PUBLICATIONS900099$247,204$32,204$215,000
MEMBERSHIP DUES900099$189,565$189,565
FieldValueIRS element (for citing)
Total Program Service Revenue$1,382,047TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$44,531TotalRevenueColumnAmt
Exclusion$44,531ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$41,366TotalRevenueColumnAmt
Exclusion$41,366ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$17,248,744TotalRevenueColumnAmt
Related Or Exempt Func Income$1,167,047RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$215,000UnrelatedBusinessRevenueAmt
Exclusion$85,897ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$659,600TotalAmt
Program Services$659,600ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$10,000TotalAmt
Program Services$10,000ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$287,755TotalAmt
Program Services$287,755ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,275,980TotalAmt
Program Services$980,758ProgramServicesAmt
Management And General$231,319ManagementAndGeneralAmt
Fundraising$63,903FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$5,025,565TotalAmt
Program Services$3,856,465ProgramServicesAmt
Management And General$315,483ManagementAndGeneralAmt
Fundraising$853,617FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$196,221TotalAmt
Program Services$165,778ProgramServicesAmt
Management And General$12,504ManagementAndGeneralAmt
Fundraising$17,939FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$27,233TotalAmt
Management And General$7,122ManagementAndGeneralAmt
Fundraising$20,111FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$853,868TotalAmt
Program Services$486,829ProgramServicesAmt
Management And General$205,085ManagementAndGeneralAmt
Fundraising$161,954FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$52,453TotalAmt
Program Services$38,588ProgramServicesAmt
Management And General$10,615ManagementAndGeneralAmt
Fundraising$3,250FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$81,978TotalAmt
Management And General$81,978ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$51,900TotalAmt
Fundraising$51,900FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$2,029,662TotalAmt
Program Services$1,810,907ProgramServicesAmt
Management And General$188,722ManagementAndGeneralAmt
Fundraising$30,033FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$609,391TotalAmt
Program Services$606,272ProgramServicesAmt
Fundraising$3,119FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$223,150TotalAmt
Program Services$168,658ProgramServicesAmt
Management And General$23,836ManagementAndGeneralAmt
Fundraising$30,656FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$641,840TotalAmt
Program Services$328,593ProgramServicesAmt
Management And General$10,914ManagementAndGeneralAmt
Fundraising$302,333FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$663,432TotalAmt
Program Services$516,772ProgramServicesAmt
Management And General$50,426ManagementAndGeneralAmt
Fundraising$96,234FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$219,960TotalAmt
Program Services$190,832ProgramServicesAmt
Management And General$8,442ManagementAndGeneralAmt
Fundraising$20,686FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$972,055TotalAmt
Program Services$763,579ProgramServicesAmt
Management And General$49,547ManagementAndGeneralAmt
Fundraising$158,929FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$477TotalAmt
Program Services$364ProgramServicesAmt
Management And General$39ManagementAndGeneralAmt
Fundraising$74FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$2,670TotalAmt
Fundraising$2,670FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$96,208TotalAmt
Program Services$73,436ProgramServicesAmt
Management And General$7,831ManagementAndGeneralAmt
Fundraising$14,941FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$69,335TotalAmt
Program Services$53,197ProgramServicesAmt
Management And General$5,550ManagementAndGeneralAmt
Fundraising$10,588FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
POSTAGE & MAILHOUSE$701,508$207,610$145,896$348,002
PRINTING & PUBLICATIONS$306,876$250,227$6,623$50,026
BAD DEBT EXPENSE$62,371$53,775$5,640$2,956
MEMBERSHIP DUES$44,463$33,745$10,713$5

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$15,165,951TotalAmt
Program Services$11,543,740ProgramServicesAmt
Management And General$1,378,285ManagementAndGeneralAmt
Fundraising$2,243,926FundraisingAmt
FieldValueIRS element (for citing)
Joint CostsYes (X)JointCostsInd

Total Joint Costs TotalJointCostsGrp

FieldValueIRS element (for citing)
Total$2,102,988TotalAmt
Program Services$1,272,288ProgramServicesAmt
Management And General$140,717ManagementAndGeneralAmt
Fundraising$689,983FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$3,294,747BOYAmt
EOY$5,991,670EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$2,969,929BOYAmt
EOY$3,164,723EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,357,526BOYAmt
EOY$2,073,949EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$105,606BOYAmt
EOY$97,460EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$248,349BOYAmt
EOY$263,197EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,991,340LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,423,152LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$574,804BOYAmt
EOY$568,188EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$325,321BOYAmt
EOY$315,480EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$953,151BOYAmt
EOY$3,039,407EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$9,829,433BOYAmt
EOY$15,514,074EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,084,499BOYAmt
EOY$1,576,336EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$1,423,601BOYAmt
EOY$1,573,956EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$308,941BOYAmt
EOY$346,000EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,261,786BOYAmt
EOY$4,026,794EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$4,078,827BOYAmt
EOY$7,523,086EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,639,066BOYAmt
EOY$5,372,934EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,111,540BOYAmt
EOY$2,618,054EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$5,750,606BOYAmt
EOY$7,990,988EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$9,829,433BOYAmt
EOY$15,514,074EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$2,082,793ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$22,588NetUnrlzdGainsLossesInvstAmt
Prior Period Adjustments$135,000PriorPeriodAdjustmentsAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$14,173,781CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$10,961,768CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$12,393,471CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$15,979,553CurrentTaxYearMinus1YearAmt
Current Tax Year$15,780,800CurrentTaxYearAmt
Total$69,289,373TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$14,173,781CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$10,961,768CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$12,393,471CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$15,979,553CurrentTaxYearMinus1YearAmt
Current Tax Year$15,780,800CurrentTaxYearAmt
Total$69,289,373TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$4,806,265SubstantialContributorsTotAmt
Public Support Total170$64,483,108PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$124,871CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$48,732CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$36,120CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$71,866CurrentTaxYearMinus1YearAmt
Current Tax Year$85,897CurrentTaxYearAmt
Total$367,486TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year$215,000CurrentTaxYearAmt
Total$215,000TotalAmt
FieldValueIRS element (for citing)
Total Support$69,871,859TotalSupportAmt
Gross Receipts Rltd Activities$8,880,048GrossReceiptsRltdActivitiesAmt
Public Support CY1700.92290PublicSupportCY170Pct
Public Support PY1700.92890PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:FormAndLineReferenceDesc
ExplanationMISCELLANEOUS -ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$45,401FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$45,401FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$14,973,037FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$15,018,438FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$900,922FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$225,231FilingOrganizationsTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus3$833,501CurrentYearMinus3Amt
Current Year Minus2$883,533CurrentYearMinus2Amt
Current Year Minus1$962,876CurrentYearMinus1Amt
Current Year$900,922CurrentYearAmt
Total$3,580,832TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$5,371,248LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$47,306CurrentYearMinus3Amt
Current Year Minus2$69,211CurrentYearMinus2Amt
Current Year Minus1$53,293CurrentYearMinus1Amt
Current Year$45,401CurrentYearAmt
Total$215,211TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus3$208,375CurrentYearMinus3Amt
Current Year Minus2$220,883CurrentYearMinus2Amt
Current Year Minus1$240,719CurrentYearMinus1Amt
Current Year$225,231CurrentYearAmt
Total$895,208TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$1,342,812GrassrootsCeilingAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$399,875BeginningYearBalanceAmt
Investment Earnings Or Losses$22,905InvestmentEarningsOrLossesAmt
End Year Balance$422,780EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$458,100BeginningYearBalanceAmt
Investment Earnings Or Losses-$56,419InvestmentEarningsOrLossesAmt
Other Expenditures$1,806OtherExpendituresAmt
End Year Balance$399,875EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$404,842BeginningYearBalanceAmt
Investment Earnings Or Losses$56,936InvestmentEarningsOrLossesAmt
Other Expenditures$3,678OtherExpendituresAmt
End Year Balance$458,100EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$379,279BeginningYearBalanceAmt
Investment Earnings Or Losses$30,200InvestmentEarningsOrLossesAmt
Other Expenditures$4,637OtherExpendituresAmt
End Year Balance$404,842EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$377,127BeginningYearBalanceAmt
Investment Earnings Or Losses$4,745InvestmentEarningsOrLossesAmt
Other Expenditures$2,593OtherExpendituresAmt
End Year Balance$379,279EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY1.00000PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (1)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,061,513OtherCostOrOtherBasisAmt
Depreciation$585,193DepreciationAmt
Book Value$476,320BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$396,857OtherCostOrOtherBasisAmt
Depreciation$357,914DepreciationAmt
Book Value$38,943BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$532,970OtherCostOrOtherBasisAmt
Depreciation$480,045DepreciationAmt
Book Value$52,925BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$568,188TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDescBook ValueBookValueAmt
DUE FROM LAC$150,000
RIGHT OF USE ASSETS$2,889,407
FieldValueIRS element (for citing)
Total Book Value Other Assets$3,039,407TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescRIGHT OF USE LEASE LIABILITIESDesc
Amt$4,026,794Amt
FieldValueIRS element (for citing)
Total Liability$4,026,794TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$17,973,121TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$22,588NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$701,789DonatedServicesAndUseFcltsAmt
Revenue Not Reported$724,377RevenueNotReportedAmt
Revenue Subtotal$17,248,744RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$17,248,744TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$15,732,739TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$701,789DonatedServicesUseFcltsAmt
Expenses Not Reported$701,789ExpensesNotReportedAmt
Expenses Subtotal$15,030,950ExpensesSubtotalAmt
Other Expenses Not Included$135,000OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$135,000ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$15,165,950TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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, 2023 AND 2022, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS.
PART XII, LINE 4B - OTHER ADJUSTMENTS:GRANT EXPENSES 135,000.

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES00GRANTMAKING$104,000
EUROPE00GRANTMAKING$183,755
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$287,755SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$287,755TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (3 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxtNon Cash AssistanceNonCashAssistanceAmt
NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATESRESEARCH$45,000WIRE TRANSFER$0
NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATESRESEARCH$50,000WIRE TRANSFER$0
EUROPE (INCLUDING ICELAND AND GREENLAND)RESEARCH$183,755WIRE TRANSFER$0
FieldValueIRS element (for citing)
Total501c3 Org3Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt
Transfer To Foreign CorpYes (1)TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp Ownership0ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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.
PART I, LINE 3:THE FOUNDATION REPORTED THE EXPENDITURES BASED ON THE ACCOUNTING METHOD USED IN ITS AUDITED FINANCIAL STATEMENTS (ACCRUAL BASIS).
PART III ACCOUNTING METHOD:

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Solicitation Of Govt GrantsYes (X)SolicitationOfGovtGrantsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (1)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1DAVINCI DIRECT INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line13 VILLAGE GREEN N SUITE 311AddressLine1Txt
CityPLYMOUTHCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02360ZIPCd
FieldValueIRS element (for citing)
ActivityDIRECT MAILActivityTxt
Fundraiser Control Of Funds0FundraiserControlOfFundsInd
Gross Receipts$692,976GrossReceiptsAmt
Retained By Contractor$51,900RetainedByContractorAmt
Net To Organization$641,076NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Gross Receipts$692,976TotalGrossReceiptsAmt
Total Retained By Contractors$51,900TotalRetainedByContractorsAmt
Total Net To Organization$641,076TotalNetToOrganizationAmt
Licensed StatesALLicensedStatesCd
Licensed StatesAKLicensedStatesCd
Licensed StatesARLicensedStatesCd
Licensed StatesCALicensedStatesCd
Licensed StatesCOLicensedStatesCd
Licensed StatesCTLicensedStatesCd
Licensed StatesDCLicensedStatesCd
Licensed StatesFLLicensedStatesCd
Licensed StatesGALicensedStatesCd
Licensed StatesHILicensedStatesCd
Licensed StatesILLicensedStatesCd
Licensed StatesKSLicensedStatesCd
Licensed StatesKYLicensedStatesCd
Licensed StatesLALicensedStatesCd
Licensed StatesMELicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesMILicensedStatesCd
Licensed StatesMNLicensedStatesCd
Licensed StatesMSLicensedStatesCd
Licensed StatesNVLicensedStatesCd
Licensed StatesNHLicensedStatesCd
Licensed StatesNJLicensedStatesCd
Licensed StatesNMLicensedStatesCd
Licensed StatesNYLicensedStatesCd
Licensed StatesNCLicensedStatesCd
Licensed StatesNDLicensedStatesCd
Licensed StatesOHLicensedStatesCd
Licensed StatesOKLicensedStatesCd
Licensed StatesORLicensedStatesCd
Licensed StatesPALicensedStatesCd
Licensed StatesRILicensedStatesCd
Licensed StatesSCLicensedStatesCd
Licensed StatesTNLicensedStatesCd
Licensed StatesUTLicensedStatesCd
Licensed StatesVALicensedStatesCd
Licensed StatesWALicensedStatesCd
Licensed StatesWVLicensedStatesCd
Licensed StatesWILicensedStatesCd

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
LFA GEORGIA CHAPTER
1850 LAKE PARK DRIVE SUITE 101SMYRNAGA30080581231804501(C)(3)$7,000$0RESEARCH
LFA GREATER OHIO CHAPTER INC
12930 CHIPPEWA ROAD SUITE 4BRECKSVILLEOH44141341229407501(C)(3)$7,000$0RESEARCH
LFA HEARTLAND CHAPTER
8050 WATSON ROAD SUITE 169ST LOUISMO63119510192362501(C)(3)$7,000$0RESEARCH
BOSTON CHILDREN'S HOSPITAL
300 LONGWOOD AVENUEBOSTONMA02115042774441501(C)(3)$45,000$0RESEARCH
THE UNIVERSITY OF CHICAGO
6054 SOUTH DREXEL AVENUECHICAGOIL60637362177139501(C)(3)$45,000$0RESEARCH
THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY
485 BROADWAY MAIL CODE 8838REDWOOD CITYCA94063941156365501(C)(3)$140,000$0RESEARCH
THE REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN FRANCISCO
490 ILLINOIS STREET 4TH FLOORSAN FRANCISCOCA94143946036493501(C)(3)$151,601$0RESEARCH
HOSPITAL FOR SPECIAL SURGERY
535 E 70TH STREETNEW YORKNY10021131624135501(C)(3)$200,000$0RESEARCH
FieldValueIRS element (for citing)
Total501c3 Org8Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeRESEARCH AWARDGrantTypeTxt
Recipient2RecipientCnt
Cash Grant$10,000CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationALL 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.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
STEVAN W GIBSON
PRESIDENT & CHIEF EXECUTIVE OFFICER$317,733$0$40,000$0$237$0$21,350$0$9,045$0$388,365$0$0$0
MARY T CRIMMINGS
INTERIM CEO AND VP, MARKETING & COMM$236,436$0$0$0$138$0$21,292$0$13,087$0$270,953$0$0$0
JEANINE SMITH
VP, NETWORK DEVELOPMENT$209,311$0$0$0$258$0$14,670$0$14,877$0$239,116$0$0$0
PATRICK WILDMAN
VP, ADVOCACY & GOVERNMENT$204,871$0$0$0$138$0$14,351$0$12,770$0$232,130$0$0$0
JULIE TUNE
CHIEF FINANCIAL OFFICER$192,314$0$0$0$396$0$9,635$0$15,696$0$218,041$0$0$0
LEIGH ANN CARDENAS
VP, INDIVIDUAL GIVING UNTIL 8/2/23$187,715$0$0$0$3,468$0$9,393$0$11,478$0$212,054$0$0$0
MICHAEL DONNELLY
VICE PRESIDENT, COMMUNICATIONS$179,136$0$0$0$60$0$12,544$0$13,088$0$204,828$0$0$0
SUSAN J GLOOR
REGIONAL DIRECTOR, NE$171,295$0$0$0$258$0$12,009$0$17,877$0$201,439$0$0$0
MATT DEGOOYER
SENIOR REGIONAL DIRECTOR, PNW$145,616$0$0$0$258$0$7,294$0$17,122$0$170,290$0$0$0
DESIREE WIENAND
DIRECTOR, CORPORATE ENGAGEMENT$147,962$0$0$0$90$0$7,403$0$14,090$0$169,545$0$0$0
AMY YALDEN
SENIOR REGIONAL DIRECTOR$159,827$0$0$0$126$0$0$0$5,919$0$165,872$0$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 7FormAndLineReferenceDesc
ExplanationTHE PRESIDENT & CEO'S BONUS IS AWARDED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS BASED ON A PERFORMANCE EVALUATION. OTHER OFFICERS, KEY EMPLOYEES, AND HIGHEST COMPENSATED EMPLOYEES' BONUSES ARE AWARDED AT THE DISCRETION OF THE PRESIDENT & CEO.ExplanationTxt

Schedule M IRS990ScheduleM

Cars And Other Vehicles CarsAndOtherVehiclesGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution24ContributionCnt
Noncash Contributions Rpt F990$17,432NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution8ContributionCnt
Noncash Contributions Rpt F990$16,739NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (1)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 32B:FormAndLineReferenceDesc
ExplanationTHE 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.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 7ATHE 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 7BTHE 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 11BTHE 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 12CAT 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 15THE 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 19THE 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 11GFULFILLMENT SERVICES: PROGRAM SERVICE EXPENSES 108,756. MANAGEMENT AND GENERAL EXPENSES 28,189. FUNDRAISING EXPENSES 17,079. TOTAL EXPENSES 154,024. CONSULTING: PROGRAM SERVICE EXPENSES 1,702,151. MANAGEMENT AND GENERAL EXPENSES 160,533. FUNDRAISING EXPENSES 12,954. TOTAL EXPENSES 1,875,638.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1LUPUS AMERICA COMMUNITIESBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line12121 K STREET NW SUITE 200AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20037ZIPCd
FieldValueIRS element (for citing)
EIN900870868EIN
Primary ActivitiesSUPPORTING ORGANIZATIONPrimaryActivitiesTxt
Legal Domicile StateDCLegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity StatusLINE 12C, III-FIPublicCharityStatusTxt
Direct Controlling NAN/ADirectControllingNACd
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd