2024-10-01T07:42:52-05:00 2023-12-31 BDO USA 421 Fayetteville Street Suite 300 Raleigh NC 27601 990 2023-01-01 581341679 ARTHRITIS FOUNDATION INC % ROSE THOMAS ARTH 4048727100 1355 PEACHTREE STREET NE Suite 600 Atlanta GA 30309 STEVEN TAYLOR CEO 4048727100 2024-09-30 true true SANDRA L FEINSMITH P01064157 9192781936 2024-09-30 2023 2024-10-15 13:58:12Z STEVEN TAYLOR CEO 1355 PEACHTREE ST NE SUITE 600 Atlanta GA 30309 135675002 false 8510 X WWW.ARTHRITIS.ORG X 1948 GA THE AF IS PURSUING A CURE FOR AMERICA'S #1 CAUSE OF DISABILITY, WHILE CHAMPIONING THE FIGHT AGAINST ARTHRITIS WITH LIFE-CHANGING RESOURCES, SCIENCE, ADVOCACY, & COMMUNITY CONNECTS. 14 14 219 7500 0 0 53161518 60839890 1503049 1204783 7086654 8178004 -2279317 -1903664 59471904 68319013 10928732 12843319 0 0 21347601 25566315 1882531 1956694 8515381 20185696 21447871 54344560 61814199 5127344 6504814 200280337 228528581 32937856 33350428 167342481 195178153 X THE ARTHRITIS FOUNDATION IS BOLDLY PURSUING A CURE FOR AMERICA'S #1 CAUSE OF DISABILITY, WHILE CHAMPIONING THE FIGHT AGAINST ARTHRITIS WITH LIFE-CHANGING RESOURCES, SCIENCE, ADVOCACY, AND COMMUNITY CONNECTIONS. false false 19812457 105658 0 PUBLIC HEALTH EDUCATION AND ADVOCACY: THE FOUNDATION PROVIDES PUBLIC HEALTH EDUCATION AND A STRONG ADVOCACY PROGRAM. ADVOCACY IS ONE OF THE FOUR PILLARS OF THE ARTHRITIS FOUNDATION. OUR MISSION IS TO BE THE VOICE OF PEOPLE WITH ARTHRITIS WITH POLICY MAKERS, ELECTED OFFICIALS, REGULATORS, AT ALL LEVELS OF GOVERNMENT, AND EMPLOYERS. WE DO THIS BY ENGAGING OUR COMMUNITY OF ADVOCATES IN LEGISLATIVE AND REGULATORY POLICY MAKING, HELPING THEM TO FIND THEIR VOICES THROUGH ADVOCACY TRAINING, MEETINGS WITH CONGRESSIONAL REPRESENTATIVES AND STATE OFFICIALS TO ENSURE ACCESS TO TIMELY, AFFORDABLE ACCESS TO TREATMENTS AND MEDICATIONS. PART OF OUR ADVOCACY PROGRAM ALSO INCLUDES THE ARTHRITIS AMBASSADOR PROGRAM TO STRENGTHEN RELATIONSHIPS WITH MEMBERS OF CONGRESS THROUGH ADVOCACY TRAINING AND RELATIONSHIP DEVELOPMENT. A NEW FOCUS OF THE ADVOCACY PROGRAM IS ACTIVE ENGAGEMENT BY OUR ADVOCATES IN POLICYMAKING AT THE STATE LEVEL. IN ADDITION, THE ARTHRITIS FOUNDATION IS WORKING TO ENSURE THAT RESEARCH FUNDING FOR ARTHRITIS IS INCREASED AND THAT THERE IS RECOGNITION OF THE FACT THAT THIS DISEASE IMPACTS ONE IN FOUR AMERICANS. 15965118 12531526 0 SCIENTIFIC DISCOVERY: FOR 75 YEARS, THE ARTHRITIS FOUNDATION HAS INITIATED AND SUPPORTED SCIENTIFIC DISCOVERIES THAT IMPROVE THE LIVES OF PEOPLE WITH ARTHRITIS AND RELATED DISEASES. THE ARTHRITIS FOUNDATION CONTINUES TO LEAD THE WAY IN ADVANCING SCIENTIFIC DISCOVERIES AND SEEKING SOLUTIONS THAT WILL POSITIVELY IMPACT THE LIVES OF THOSE WHO SUFFER. OUR COMMITMENT TO FINDING A CURE IS UNWAVERING. THE SCIENTIFIC STRATEGY IS THE DIRECTION THE ARTHRITIS FOUNDATION SCIENCE DEPARTMENT IS GOING OVER THE NEXT FOUR YEARS. THE SCIENTIFIC STRATEGY HAS THREE PILLARS. THE GOAL FOR EACH PILLAR IS LISTED BELOW. PILLAR #1: DELIVERING ON DISCOVERY IMPROVED DECISION MAKING AND BETTER LIVES THROUGH IMPROVED PREVENTION, EARLIER DIAGNOSIS AND NEW TREATMENTS TO PREVENT, CONTROL AND CURE ARTHRITIS AND RELATED DISEASES. PILLAR #2: DECISION MAKING WITH METRICS FACT-BASED METRICS FOR DECISION MAKING AND GUIDING ACTIONS TO IMPROVE THE HEALTH OF PEOPLE ACROSS THE LIFESPAN WITH ARTHRITIS AND RELATED DISEASES. PILLAR #3: BUILDING HUMAN CAPITAL SCIENTIFIC RESEARCH PIPELINE IS STRENGTHENED AND SCIENTIFIC DISCOVERY IS CATALYZED AND ACCELERATED FOR ARTHRITIS AND RELATED DISEASES. 10855167 206135 1204783 COMMUNITY HEALTH & SUPPORT: THE ARTHRITIS FOUNDATION COMMUNITY PROGRAMS EMPOWER PEOPLE IN LOCAL COMMUNITIES NATIONWIDE. THE FOUNDATION PROVIDES OPPORTUNITIES FOR PEOPLE TO CONNECT WITH OTHERS WITH SIMILAR CHALLENGES AND DEVELOP SUPPORTIVE RELATIONSHIPS. THE ARTHRITIS FOUNDATION PROGRAMS INCLUDE KIDS AND FAMILY CAMPS, THE JUVENILE ARTHRITIS NATIONAL CONFERENCE, THE WALK WITH EASE EXERCISE PROGRAM, AND EXERCISE AND AQUATICS PROGRAMS. THE PEOPLE WE REACH THROUGH THESE PROGRAMS AND ARM WITH INFORMATION AND SELF-MANAGEMENT STRATEGIES HAVE A BETTER PERSPECTIVE ON THEIR DISEASE AND, IN TURN, BETTER OUTCOMES. 1090772 0 0 PROFESSIONAL EDUCATION 1090772 0 0 47723514 true true false true false false false false false true true false false true true true true false false false false false false true true false false true false true false false false false false false false false false false false false false false false false false true 186 0 true 219 true false false false false false true true false false false false false false X 14 14 false false false false false false false true true false true true true true true true true true true true false AL AK AR CA CO CT FL GA HI IL KS KY LA ME MD MA MI MN MS NV NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI X X ROSE THOMAS 4705888625 1355 PEACHTREE STREET NE SUITE 600 ATLANTA GA 30309 X STEVEN TAYLOR PRESIDENT & CEO 37.5 0.0 X 559956 0 76953 MARIA VASSILEVA SVP, SCIENTIFIC STRATEGY 37.5 0.0 X 270388 0 36526 MICHAEL PRIVETTE SVP, FIELD MANAGEMENT & DEV. 37.5 0.0 X 277709 0 29164 SABRINA SEXTON SVP, MARKETING & COMMUNICATION 37.5 0.0 X 256063 0 39132 VICTORIA FUNG SVP, MISSION & Strategic Init. 37.5 0.0 X 266638 0 22410 KELLY MARTIN SVP, OPERATIONS 37.5 0.0 X 231467 0 38441 CATHY HOOD VP, PEOPLE OPS/ASST SECRETARY 37.5 0.0 X 213753 0 39280 ANNA RYAN WEST REGION VICE PRESIDENT 37.5 0.0 X 188596 0 28486 ANNA HYDE VP, ADVOCACY & ACCESS 37.5 0.0 X 188370 0 28578 LEANNE GRECO EAST REGION VICE PRESIDENT 37.5 0.0 X 186938 0 23597 JASON KIM VP, OSTEOARTHRITIS PROGRAM 37.5 0.0 X 196121 0 8717 LEIGH BOBIN CENTRAL EAST REGION VICE PRES. 37.5 0.0 X 190808 0 8936 ROSE THOMAS Assistant Treasurer/VP,Finance 37.5 0.0 X 171756 0 24287 MATTHEW MOONEY CHAIR 1.0 0.0 X X 0 0 0 FRANK LONGOBARDI IMMEDIATE PAST CHAIR 1.0 0.0 X X 0 0 0 DENNIS EHLING VICE CHAIR 1.0 0.0 X X 0 0 0 WINELL BELFONTE TREASURER 1.0 0.0 X X 0 0 0 HELEN KING SECRETARY 1.0 0.0 X X 0 0 0 CARLOS CARRASCO DIRECTOR 1.0 0.0 X 0 0 0 JOHN COALSON DIRECTOR 1.0 0.0 X 0 0 0 MARY CROW MD DIRECTOR 1.0 0.0 X 0 0 0 ROBIN DORE MD DIRECTOR 1.0 0.0 X 0 0 0 DAVID FELSON MD DIRECTOR 1.0 0.0 X 0 0 0 MARK FROIMSON MD DIRECTOR 1.0 0.0 X 0 0 0 KEVIN MANDRELL DIRECTOR 1.0 0.0 X 0 0 0 AMANDA PARKS DIRECTOR 1.0 0.0 X 0 0 0 PAULO PINHO DIRECTOR 1.0 0.0 X 0 0 0 3198563 0 404507 71 false true false Resource One 2900 East Apache Street TULSA OK 74110 direct mail council 4386177 Mower 211 W Jefferson Street SYRACUSE NY 13202 Marketing Services 1153921 Thompson Habib Denison INC 55 Old Bedford Road Suite 201 LINCOLN MA 01773 direct mail council 1033168 Deloitte Consulting LLP 4022 Sells Drive HERMITAGE TN 37076 Business Consulting 1022188 Holland Knight LLP PO Box 865084 ORLANDO FL 32886 Legal Services 771702 33 414306 12067257 5579365 42778962 60839890 COMMUNITY HEALTH & SUPPORT 624100 1204783 1204783 1204783 6366859 0 6366859 0 489709 489709 0 0 0 62280172 3191547 63660574 0 -1380402 3191547 1811145 1811145 1302042 12067257 3695415 -2393373 -2393373 0 0 0 0 0 0 0 68319013 1204783 0 6274340 12843319 12843319 0 0 0 2553923 1816566 332142 405215 0 17531978 12454144 2280379 2797455 719545 517901 93459 108185 3273599 2356213 425195 492191 1487270 1060880 188274 238116 5514298 3213578 1280823 1019897 212310 123822 49262 39226 227008 132394 52672 41942 312628 312628 1956694 1956694 0 0 8062816 6575675 532888 954253 953257 680605 117704 154948 0 0 766649 708224 21111 37314 866567 686915 79576 100076 0 1477075 1412001 23104 41970 0 0 1189786 1130296 23796 35694 574871 546128 11497 17246 MISCELLANEOUS EXPENSES 648510 584367 29633 34510 EQUIP. 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PART X, LINE 2 THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAX AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. WITH RESPECT TO ANY UNRELATED BUSINESS INCOME GENERATED BY THE FOUNDATION, IT RECORDS INCOME TAXES USING THE LIABILITY METHOD UNDER WHICH DEFERRED TAX ASSETS AND LIABILITIES ARE DETERMINED BASED ON THE DIFFERENCES BETWEEN THE FINANCIAL ACCOUNTING AND TAX BASES OF ASSETS AND LIABILITIES. DEFERRED TAX ASSETS OR LIABILITIES AT THE END OF EACH PERIOD ARE DETERMINED USING THE CURRENTLY ENACTED TAX RATE EXPECTED TO APPLY TO TAXABLE INCOME IN THE PERIOD THAT THE DEFERRED TAX ASSET OR LIABILITY IS EXPECTED TO BE REALIZED OR TO BE SETTLED. AS OF DECEMBER 31, 2023 AND 2022, THE FOUNDATION HAD NO DEFERRED TAX ASSETS OR LIABILITIES OR ANY UNCERTAIN TAX POSITIONS. PART XI, LINE 2D: NET CHANGE IN VALUATION OF SPLIT INTEREST AGREEMENTS - $7,000,692 X X X X X X X true Moore a series LLC 55 Old Bedford Road Suite 201 Lincoln MA 01773 Strategic false 8782995 1440002 7342993 Merkle Inc PO Box 64987 Baltimore MD 21264 Strategic false 0 516692 -516692 8782995 1956694 6826301 AL AK AR CA CO CT FL GA HI IL KS KY LA ME MD MA MI MN MS NV NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI Ca Coast classi 1371807 1357399 14408 8415 238155 67443 242332 jingle bell run 550657 529612 21045 9962 35690 457 43425 161 11446835 10180246 1266589 223467 1130425 293455 115611 1286578 13369299 12067257 1302042 241844 1404270 361355 115611 1572335 3695415 -2393373 true CARRA Inc Stanford Univ Med Palo Alto CA 94304 464152355 501(C)(3) 3608754 RESEARCH Cleveland Clinic Foundation PO Box 931517 Cleveland OH 44193 340714585 501(C)(3) 1752660 RESEARCH Brigham and Women's Hospital Inc 75 Francis Street Boston MA 02115 042312909 501(C)(3) 947995 RESEARCH Rho Inc 2635 E NC Hwy 54 Durham NC 27713 561442655 501(C)(3) 920368 RESEARCH University of North Carolina at Chapel Hill 250 E Franklin St Chapel Hill NC 27514 566001393 501(C)(3) 849493 RESEARCH The University of Iowa B-5 Jessup Hall Iowa City IA 52242 426004813 501(C)(3) 495589 RESEARCH University of Kentucky Research Foundation 105 Kinkead Hall Lexington KY 405060057 616033693 501(C)(3) 382445 RESEARCH Trustees of Boston University 881 Commonwealth Avenue Boston MA 02215 042103547 501(C)(3) 369308 RESEARCH The Hospital for Special Surgery 535 East 70th Street New York NY 10021 131624135 501(C)(3) 240000 RESEARCH University of California San Francisco 9500 Gilman Drive 0009 La Jolla CA 92093 946036493 501(C)(3) 230683 RESEARCH Dartmouth College 11 Rope Ferry Road Hanover NH 037551421 020222111 501(C)(3) 211316 RESEARCH Duke University School of Medicine 2200 W Main Street Durham NC 27706 562070036 501(C)(3) 100000 RESEARCH Fdn for the National Institutes of Health 11400 Rockville Pike N Bethesda MD 20852 521986675 501(C)(3) 100000 RESEARCH University of Nebraska Medical Center 985100 Medical Center Omaha NE 68198 470049123 501(C)(3) 90000 RESEARCH Emory University 1599 Clifton Road NE Atlanta GA 30322 580566256 501(C)(3) 90000 RESEARCH The Ohio State University 1960 Kenny Road Columbus OH 43210 316025986 501(C)(3) 90000 RESEARCH Baylor College of Medicine PO Box 301207 Dallas TX 75303 741613878 501(C)(3) 84000 RESEARCH Leland Stanford Junior University 455 Broadway Redwood City CA 940633126 941156365 501(C)(3) 75000 RESEARCH NY University Grossman School of Medicine One Park Avenue New York NY 10016 135562308 501(C)(3) 74995 RESEARCH University of North Carolina at Charlotte 9201 Univ City Blvd Charlotte NC 28223 560791228 501(C)(3) 62973 RESEARCH Duke University 2200 W Main Street Durham NC 27705 560532129 501(C)(3) 62224 RESEARCH Sharp Clinical Services LLC 2400 Baglyos Circle Bethlehem PA 18020 320383032 501(C)(3) 57486 RESEARCH Hackensack University Medical Center 343 Thornall Street Edison NJ 08837 222339534 501(C)(3) 50000 RESEARCH UNIVERSITY OF MINNESOTA - TWIN CITIES 200 Oak Street SE Minneapolis MN 55455 416007513 501(C)(3) 50000 RESEARCH Seattle Children's Hospital PO Box 5371 Seattle WA 98145 911156519 501(C)(3) 50000 RESEARCH The Children's Hospital of Philadelphia 34th Street Civic Philadelphia PA 19104 231352166 501(C)(3) 50000 RESEARCH University of Alabama at Birmingham 1530 3rd Avenue Birmingham AL 35294 636005396 501(C)(3) 50000 RESEARCH University of Colorado Denver AMC and DC 13001 East 17th Place Aurora CO 80045 846000555 501(C)(3) 50000 RESEARCH Washington University in St Louis Campus Box 1054 St Louis MO 631304862 430653611 501(C)(3) 49270 RESEARCH Atrium Health Foundation 208 East Boulevard Charlotte NC 28203 566060481 501(C)(3) 25000 RESEARCH Indiana University 400 E 7th St Rm 501 Bloomington IL 47405 356001673 501(C)(3) 25000 RESEARCH University of California Los Angeles 10889 Wilshire Blvd Los Angeles CA 90095 956006143 501(C)(3) 25000 RESEARCH 32 0 PART I, LINE 2 MONITORING IS PROVIDED BY THE ARTHRITIS FOUNDATION'S NATIONAL OFFICE THROUGH OVERSIGHT OF THE TERMS AND CONDITIONS OF A WRITTEN AGREEMENT. MULTIYEAR AGREEMENTS REQUIRE YEARLY PROGRESS AND FINANCIAL REPORTS FOR CONTINUATION OF FUNDING. X X X X X X false false false false false false false false false STEVEN TAYLOR PRESIDENT & CEO 457456 0 100000 0 2500 0 35700 0 41253 0 636909 0 0 0 MICHAEL PRIVETTE SVP, FIELD MANAGEMENT & DEV. 272709 0 5000 0 0 0 2670 0 26494 0 306873 0 0 0 MARIA VASSILEVA SVP, SCIENTIFIC STRATEGY 247438 0 7500 0 15450 0 10027 0 26499 0 306914 0 0 0 VICTORIA FUNG SVP, MISSION & Strategic Init. 251638 0 15000 0 0 0 20972 0 1438 0 289048 0 0 0 SABRINA SEXTON SVP, MARKETING & COMMUNICATION 243563 0 12500 0 0 0 10215 0 28917 0 295195 0 0 0 KELLY MARTIN SVP, OPERATIONS 226467 0 5000 0 0 0 9463 0 28978 0 269908 0 0 0 CATHY HOOD VP, PEOPLE OPS/ASST SECRETARY 201253 0 12500 0 0 0 13351 0 25929 0 253033 0 0 0 JASON KIM VP, OSTEOARTHRITIS PROGRAM 191121 0 5000 0 0 0 7733 0 984 0 204838 0 0 0 LEIGH BOBIN CENTRAL EAST REGION VICE PRES. 185808 0 5000 0 0 0 7530 0 1406 0 199744 0 0 0 ANNA HYDE VP, ADVOCACY & ACCESS 188370 0 0 0 0 0 11443 0 17135 0 216948 0 0 0 LEANNE GRECO EAST REGION VICE PRESIDENT 181938 0 5000 0 0 0 8149 0 15448 0 210535 0 0 0 ANNA RYAN WEST REGION VICE PRESIDENT 183596 0 5000 0 0 0 11362 0 17124 0 217082 0 0 0 ROSE THOMAS Assistant Treasurer/VP,Finance 169256 0 2500 0 0 0 7280 0 17007 0 196043 0 0 0 FORM 990, PART VI, SECTION A, LINE 1 THE EXECUTIVE COMMITTEE HAS BEEN GIVEN THE AUTHORITY TO EXERCISE ANY AND ALL POWERS OF THE NATIONAL BOARD BETWEEN MEETINGS OF THE FULL NATIONAL BOARD. THE EXECUTIVE COMMITTEE CONSISTS OF THE OFFICERS AND UP TO EIGHT ADDITIONAL DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 WAS PREPARED BY A PUBLIC ACCOUNTING FIRM WITH INPUT FROM THE FOUNDATION'S ACCOUNTING STAFF AND VICE PRESIDENT OF FINANCE. A DRAFT COPY OF THE FORM 990 WAS REVIEWED BY KEY ACCOUNTING STAFF AND SENIOR MANAGEMENT. EACH PERSON INDIVIDUALLY REVIEWED THE FORM (INCLUDING SCHEDULES) AND SUBMITTED QUESTIONS OR COMMENTS TO MANAGEMENT AS NECESSARY. QUESTIONS AND COMMENTS WERE RESOLVED APPROPRIATELY TO THE SATISFACTION OF THE FOUNDATION'S VICE PRESIDENT OF FINANCE. THE FORM 990 (INCLUDING SCHEDULES) WAS THEN REVIEWED AND APPROVED BY THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS PRIOR TO SUBMISSION. THE FINAL DRAFT OF THE FORM 990 WAS PRESENTED TO THE FULL BOARD OF DIRECTORS PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C AT LEAST ANNUALLY, ALL EMPLOYEES MUST SIGN A CONFLICT OF INTEREST DISCLOSURE FORM. VOLUNTEERS IN POSITIONS OF GOVERNANCE SUCH AS FOR BOARD MEMBERS, COMMITTEE MEMBERS AND AD HOC TASK FORCE MEMBERS SHALL COMPLETE A CONFLICT OF INTEREST DISCLOSURE FORM ANNUALLY AND PRIOR TO INITIAL APPOINTMENT TO SERVE IN THE VARIOUS POSITIONS. THE BOARD OF DIRECTORS AUDIT COMMITTEE REVIEWS AND ADJUDICATES POTENTIAL VOLUNTEER CONFLICTS. IF POTENTIAL CONFLICTS EXIST AS TO ARTHRITIS FOUNDATION STAFF, THE APPROPRIATE MANAGEMENT AND/OR THE HUMAN RESOURCES DEPARTMENT SHALL ADDRESS THEM. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION AND PERSONNEL COMMITTEE MET ON JANUARY 13, 2023 AND JANUARY 24, 2024 TO REVIEW TOTAL COMPENSATION AND BENEFITS FOR THE CEO AND OTHER KEY EMPLOYEES. THE COMMITTEE RECEIVED COMPENSATION REPORTS PREPARED BY AN INDEPENDENT COMPENSATION CONSULTANT, JER HR ASSOCIATES LLC, AND REVIEWED THE COMPARATIVE ANALYSIS OF MARKET DATA FOR PEER ORGANIZATIONS WITH THE TOTAL COMPENSATION PAID BY THE ARTHRITIS FOUNDATION FOR EACH POSITION. IT WAS THE CONSULTANT'S UNRESERVED OPINION THAT THE BASE SALARIES AND TOTAL COMPENSATION PROVIDED TO THE FOUNDATION'S SENIOR MANAGEMENT EXECUTIVES, INCLUDING THE CEO, MEET ALL STANDARDS OF REASONABLENESS AND ARE NOT EXCESSIVE. THE COMMITTEE MEETS ANNUALLY TO COMPLETE THIS REVIEW AND REPORTS TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES PUBLIC THE MAJORITY OF ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS VIA THE NATIONAL OFFICE'S WEBSITE AT WWW.ARTHRITIS.ORG. ALL OTHER DOCUMENTS NOT READILY AVAILABLE VIA THIS WEBSITE ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9 Net CHANGE IN VALUATION OF SPLIT INTEREST AGREEMENTS - $7,000,692