NATIONAL PANCREAS FOUNDATION: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- NATIONAL PANCREAS FOUNDATION (EIN 23-2935929)
- Tax period
- 2021-04-01 to 2022-03-31
- Filed
- 2023-01-31
- IRS object ID
- 202330319349300613
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-01-31T11:01:36-06:00 | ReturnTs |
| Tax Period End | 2022-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 470900880 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIBRE CPA GROUP PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7501 WISCONSIN AVENUE SUITE 1200 | AddressLine1Txt |
| Address Line2 | WEST | AddressLine2Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232935929 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE NATIONAL PANCREAS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NATI | BusinessNameControlTxt |
| Phone | 8667262737 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 BETHESDA METRO CENTER 700 | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL FARRELL | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 8667262737 | PhoneNum |
| Signature | 2023-01-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MICHAEL | PersonFirstNm |
| Person Last | FARRELL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIN CRANMER | PreparerPersonNm |
| PTIN | P01712644 | PTIN |
| Phone | 2023319880 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-03-07 01:45:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MICHAEL FARRELL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 BETHESDA METRO CENTER 700 | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,464,260 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.PANCREASFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1997 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | THE NATIONAL PANCREAS FOUNDATION PROVIDES HOPE FOR THOSE SUFFERING FROM PANCREATITIS AND PANCREATIC CANCER THROUGH FUNDING CUTTING EDGE RESEARCH, ADVOCATING FOR NEW AND BETTER THERAPIES, AND PROVIDING SUPPORT AND EDUCATION FOR PATIENTS, CAREGIVERS, AND HEALTH CARE PROFESSIONALS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 34 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 34 | VotingMembersIndependentCnt |
| Total Employee | 8 | TotalEmployeeCnt |
| Total Volunteers | 65 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,202,840 | PYContributionsGrantsAmt |
| CY Contributions Grants | $605,725 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $111 | PYInvestmentIncomeAmt |
| CY Investment Income | $17 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$12,910 | PYOtherRevenueAmt |
| CY Other Revenue | $803,253 | CYOtherRevenueAmt |
| PY Total Revenue | $1,190,041 | PYTotalRevenueAmt |
| CY Total Revenue | $1,408,995 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $189,873 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $197,500 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $503,350 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $601,322 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $28,933 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $955,502 | PYOtherExpensesAmt |
| CY Other Expenses | $704,608 | CYOtherExpensesAmt |
| PY Total Expenses | $1,648,725 | PYTotalExpensesAmt |
| CY Total Expenses | $1,503,430 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$458,684 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$94,435 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $933,019 | TotalAssetsBOYAmt |
| Total Assets EOY | $811,635 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $305,100 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $278,151 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $627,919 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $533,484 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE NATIONAL PANCREAS FOUNDATION (NPF) PROVIDES HOPE FOR THOSE SUFFERING FROM PANCREATITIS AND PANCREATIC CANCER THROUGH FUNDING CUTTING EDGE RESEARCH, ADVOCATING FOR NEW AND BETTER THERAPIES, AND PROVIDING SUPPORT AND EDUCATION FOR PATIENTS, CAREGIVERS, AND HEALTH CARE PROFESSIONALS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $381,353 | ExpenseAmt |
| Desc | EDUCATIONAL PROGRAMS INCLUDING A SYMPOSIUM FOR RENOWNED SPECIALISTS TO EDUCATE ON CUTTING EDGE RESEARCH AND SHARE INSIGHT INTO PANCREATIC CANCER AND ACUTE PANCREATITIS, AN ANIMATED MODULE TO PROVIDE VISUAL FORMATS OF LEARNING FOR PATIENTS TO IMPROVE THEIR UNDERSTANDING OF THE DISEASE, MAKE INFORMED DECISIONS, AND PARTNER WITH THEIR HEALTH-CARE PROFESSIONALS FOR OPTIMAL OUTCOMES, PATIENT-FOCUSED DRUG DEVELOPMENT MEETINGS, GIVING A VOICE TO PATIENTS IN THE DRUG DEVELOPMENT PROCESS, AND A NATIONAL PATIENT REGISTRY THAT SERVES AS VALUABLE RESOURCE TO UNDERSTAND EFFECTIVENESS OF TREATMENTS, AND QUALITY OF LIFE OF PATIENTS AFFECTED BY PANCREATIC CONDITIONS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $197,000 | ExpenseAmt |
| Grant | $197,000 | GrantAmt |
| Desc | GRANTS WERE ISSUED TO INITIATE AND FOSTER THE PURSUIT OF MEDICAL ADVANCEMENTS IN PANCREATIC DISEASE RESEARCH. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $139,243 | ExpenseAmt |
| Desc | PROGRAMS AND EVENTS HELD BY NATIONAL AND STATE CHAPTERS TO FURTHER ENHANCE THE OUTREACH TO PATIENTS SUFFERING FROM THESE DISEASES THROUGH VARIOUS OPPORTUNITIES TO PROMOTE EDUCATION AND AWARENESS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $654,014 | ExpenseAmt |
| Grant | $500 | GrantAmt |
| Desc | OTHER PROGRAMS | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $654,014 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $500 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $1,371,610 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 11 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 8 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 34 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 34 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8667262737 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 BETHESDA METRO CENTER SUITE 700 | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (36 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| JOSEPH TITLEBAUM ESQ | ||||||
| GOVERNANCE CHAIR | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MICHAEL FARRELL | ||||||
| TREASURER | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| THOMAS E BIRSIC ESQ | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DR PETER BANKS | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PATRICIA S BIRSIC | ||||||
| CO-FOUNDER, BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DR CHRIS E FORSMARK | ||||||
| VICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DR ANDRES GELRUD | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JANE M HOLT | ||||||
| CO-FOUNDER, BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| THOMAS HOLT JR ESQ | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ERIC W GOLDEN | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN HOPPER | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANNE KRUCZEK | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DR JOHN LIEB II | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ELIZABETH LOUGHLIN | ||||||
| DEVELOPMENT CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DR MARK LOWE | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DR DANA K ANDERSEN | ||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| EILEEN M O'REILLY | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DR DARWIN L CONWELL | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DR DAVID WHITCOMB | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DIANE TONELLI | ||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MAISAM ABU-EL-HAIJA | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MELENA BELLIN | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ADRIANA LLAMES COWDIN | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PAUL GARRIDO | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANDREW LOWY | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| HILLARY MENDELSOHN | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ASHOK SALUJA | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHRISTYN TAYLOR | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LEE ZEIDMAN | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| VIKESH SINGH | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DINA STULTS | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANTHONY JOSEPH | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RANDALL BRAND | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DOUGLAS PLESKOW | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID BAKELMAN | ||||||
| CEO | 40.00 | Yes (X) | $165,858 | $0 | $10,102 | |
| STACIA ANDERSON | ||||||
| CFO | 40.00 | Yes (X) | $61,021 | $0 | $5,201 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $226,879 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $15,303 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE STAY WELL COMPANY LLC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 90477 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60696 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | HEALTH ENGAGEMENT | ServicesDesc |
| Compensation | $106,610 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $7,535 | FederatedCampaignsAmt |
| Fundraising | $45,543 | FundraisingAmt |
| Government Grants | $80,226 | GovernmentGrantsAmt |
| All Other Contributions | $472,421 | AllOtherContributionsAmt |
| Total Contributions | $605,725 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17 | TotalRevenueColumnAmt |
| Exclusion | $17 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $423,518 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $45,543 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $55,265 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $368,253 | TotalRevenueColumnAmt |
| Exclusion | $368,253 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SETTLEMENT PROCEEDS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $435,000 | TotalRevenueColumnAmt |
| Exclusion | $435,000 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $435,000 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,408,995 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $803,270 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $197,500 | TotalAmt |
| Program Services | $197,500 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $242,182 | TotalAmt |
| Program Services | $217,964 | ProgramServicesAmt |
| Management And General | $16,953 | ManagementAndGeneralAmt |
| Fundraising | $7,265 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $278,729 | TotalAmt |
| Program Services | $221,480 | ProgramServicesAmt |
| Management And General | $47,238 | ManagementAndGeneralAmt |
| Fundraising | $10,011 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,105 | TotalAmt |
| Program Services | $12,695 | ProgramServicesAmt |
| Management And General | $1,269 | ManagementAndGeneralAmt |
| Fundraising | $141 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,084 | TotalAmt |
| Program Services | $24,375 | ProgramServicesAmt |
| Management And General | $1,896 | ManagementAndGeneralAmt |
| Fundraising | $813 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,222 | TotalAmt |
| Program Services | $35,299 | ProgramServicesAmt |
| Management And General | $2,746 | ManagementAndGeneralAmt |
| Fundraising | $1,177 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,984 | TotalAmt |
| Program Services | $57,955 | ProgramServicesAmt |
| Management And General | $9,421 | ManagementAndGeneralAmt |
| Fundraising | $2,608 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,618 | TotalAmt |
| Program Services | $13,264 | ProgramServicesAmt |
| Management And General | $1,844 | ManagementAndGeneralAmt |
| Fundraising | $510 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,880 | TotalAmt |
| Program Services | $32,500 | ProgramServicesAmt |
| Management And General | $4,997 | ManagementAndGeneralAmt |
| Fundraising | $1,383 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,644 | TotalAmt |
| Program Services | $12,955 | ProgramServicesAmt |
| Management And General | $2,106 | ManagementAndGeneralAmt |
| Fundraising | $583 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,043 | TotalAmt |
| Program Services | $2,672 | ProgramServicesAmt |
| Management And General | $1,371 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,097 | TotalAmt |
| Program Services | $57,097 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,604 | TotalAmt |
| Program Services | $2,985 | ProgramServicesAmt |
| Management And General | $485 | ManagementAndGeneralAmt |
| Fundraising | $134 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| REGISTRY EXPENSE | $460,815 | $446,935 | $10,616 | $3,264 |
| SPECIAL EVENTS | $22,502 | $21,790 | $162 | $550 |
| BANK & CREDIT CARD FEES | $16,299 | $14,043 | $1,767 | $489 |
| FILING FEES & TAXES | $122 | $101 | $16 | $5 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,503,430 | TotalAmt |
| Program Services | $1,371,610 | ProgramServicesAmt |
| Management And General | $102,887 | ManagementAndGeneralAmt |
| Fundraising | $28,933 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $596,088 | BOYAmt |
| EOY | $623,536 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $150,598 | BOYAmt |
| EOY | $39,983 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,120 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,521 | BOYAmt |
| EOY | $64,594 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,507,479 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,429,871 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $133,174 | BOYAmt |
| EOY | $77,608 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,518 | BOYAmt |
| EOY | $5,914 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $933,019 | BOYAmt |
| EOY | $811,635 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $224,874 | BOYAmt |
| EOY | $278,151 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,226 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $305,100 | BOYAmt |
| EOY | $278,151 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $440,029 | BOYAmt |
| EOY | $533,484 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $187,890 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $627,919 | BOYAmt |
| EOY | $533,484 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $933,019 | BOYAmt |
| EOY | $811,635 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$94,435 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,102,317 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,279,251 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,479,507 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $787,876 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $568,150 | CurrentTaxYearAmt |
| Total | $5,217,101 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,102,317 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,279,251 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,479,507 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $787,876 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $568,150 | CurrentTaxYearAmt |
| Total | $5,217,101 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,454,400 | SubstantialContributorsTotAmt |
| Public Support Total170 | $2,762,701 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $355 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $401 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $537 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $111 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17 | CurrentTaxYearAmt |
| Total | $1,421 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $5,218,522 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,180,727 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.52940 | PublicSupportCY170Pct |
| Public Support PY170 | 0.48250 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,507,479 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,429,871 | DepreciationAmt |
| Book Value | $77,608 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $77,608 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,464,260 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | $55,265 | OtherRevenueAmt |
| Revenue Not Reported | $55,265 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,408,995 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,408,995 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,558,695 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $55,265 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $55,265 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,503,430 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,503,430 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE INTERNAL REVENUE SERVICE ("IRS") HAS ADVISED THAT THE FOUNDATION QUALIFIES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AND IS THEREFORE, NOT SUBJECT TO TAX UNDER PRESENT INCOME TAX LAWS. THE FOUNDATION FOLLOWS THE AUTHORITATIVE GUIDANCE RELATING TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES WHICH PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE FOUNDATION PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEARS ENDED MARCH 31, 2022 AND 2021 AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE AN EFFECT ON ITS TAX EXEMPT STATUS. AS OF MARCH 31, 2022, THE STATUTE OF LIMITATION FOR TAX YEARS 2018 THROUGH 2020 REMAINS OPEN WITH THE U.S. FEDERAL JURISDICTION. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EVENTS REPORTED ON PART VIII 55,265. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EVENTS REPORTED ON PART VIII 55,265. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALAS | Event1Nm |
| Gross Receipts Event1 | $319,870 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $10 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $319,860 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $31,470 | OtherDirectExpensesEvent1Amt |
| Event2 | PANCREAS BOWL | Event2Nm |
| Gross Receipts Event2 | $64,899 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $64,899 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $13,163 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 3 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $84,292 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $45,533 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $38,759 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $10,632 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $469,061 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $45,543 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $423,518 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $55,265 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $55,265 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $368,253 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| CITY OF HOPE | ||||||||
| 1500 EAST DUARTE RD | DUARTE | CA | 91010 | 953435919 | 501(C)(3) | $0 | $50,000 | IN PURSUIT OF SCIENTFIC ADVANCEMENT IN THE FIELD OF PANCREATIC DISEASE |
| THE REGENT OF THE UNIVERISTY OF CALIFORNIA | ||||||||
| 839 MEDICAL SCIENCE CT | IRVINE | CA | 92697 | 966036494 | 501(C)(3) | $0 | $50,000 | IN PURSUIT OF SCIENTIFIC ADVANCEMENT IN THE FIELD OF PANCREATIC DISEASE |
| CINCINNATI CHILDREN'S HOSPITAL | ||||||||
| 3333 BURNET AVE MLC 2010 | CINCINNATI | OH | 45229 | 131083393 | 501(C)(3) | $0 | $50,000 | IN PURSUIT OF SCIENTIFIC ADVANCEMENT IN THE FIELD OF PANCREATIC DISEASE |
| UNIVERSITY OF PITTSBURGH | ||||||||
| 3100 CATHEDRAL OF LEARNING | PITTSBURGH | PA | 15260 | 250965591 | 501(C)(3) | $0 | $35,000 | IN PURSUIT OF SCIENTIFIC ADVANCEMENT IN THE FIELD OF PANCREATIC DISEASE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 4 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE NATIONAL PANCREAS FOUNDATION REQUIRES A FINANCIAL AND WRITTEN REPORT OF THE RESEARCH DONE THROUGHOUT THAT YEAR, ONE MIDTERM REPORT AND A FINAL FINANCIAL REPORT. A FINAL WRITTEN REPORT ON THE MEDICAL FINDINGS AND HOW THE FUNDS WERE ALLOCATED IS ALSO REQUIRED. ANY REQUEST FOR A REALLOCATION OF FUNDS MUST COME IN THE FORM OF A WRITTEN REQUEST TO THE FOUNDATION AND BE APPROVED, PRIOR TO ANY CHANGES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID BAKELMAN | PersonNm |
| Title | CEO | TitleTxt |
| Base Compensation Filing Org | $165,858 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $10,102 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $175,960 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | - DIRECTOR PHILIP H. LOUGHLIN IV IS MARRIED TO ELLIE LOUGHLIN AND NEPHEW-IN-LAW OF JANE HOLT, CO-FOUNDER, AND THOMAS HOLT. - DIRECTOR PATRICIA S. BIRSIC, WIFE OF THOMAS BIRSIC, AND IS THE SISTER-IN-LAW OF THE LATE JOAN BIRSIC DAWSON (MARRIED TO WILLIAM DAWSON), MARY ANN BEIRNE, AND WILLIAM BIRSIC, MD. - DIRECTOR JANE HOLT, WIFE OF THOMAS HOLT, AND IS THE AUNT OF DIRECTORS ELLIE LOUGHLIN AND THE AUNT-IN-LAW TO PHILIP LOUGHLIN. - TREASURER MARY ANN BEIRNE, IS THE SISTER OF WILLIAM BIRSIC AND THE LATE JOAN BIRSIC DAWSON (MARRIED TO WILLIAM DAWSON) AND THE SISTER-IN-LAW OF DIRECTOR PATRICIA BIRSIC AND THOMAS BIRSIC. - DIRECTOR ELIZABETH LOUGHLIN IS MARRIED TO PHILIP LOUGHLIN, IS THE NIECE OF THOMAS AND JANE HOLT. - DIRECTOR WILLIAM I. BIRSIC, MD IS BROTHER TO TREASURER MARY ANN BEIRNE AND TO THE LATE JOAN BIRSIC DAWSON (MARRIED TO WILLIAM DAWSON) AND BROTHER-IN-LAW TO DIRECTOR PATRICIA BIRSIC. - DIRECTOR THOMAS BIRSIC IS THE HUSBAND OF PATRICIA BIRSIC, BROTHER OF MARY ANN BEIRNE AND WILLIAM BIRSIC, AND BROTHER-IN-LAW OF WILLIAM DAWSON. - DIRECTOR WILLIAM D. DAWSON III WAS MARRIED TO THE LATE JOAN BIRSIC DAWSON WHOSE SIBLINGS ARE TREASURER MARY ANN BEIRNE AND WILLIAM I. BIRSIC AND SISTER-IN-LAW TO DIRECTOR PATRICIA BIRSIC AND THOMAS BIRSIC. - THOMAS HOLT, JR. IS THE HUSBAND OF JANE HOLT, UNCLE TO ELIZABETH LOUGHLIN, PHILIP LOUGHLIN. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY THE INDEPENDENT CERTIFIED ACCOUNTANT AND THEN SUBMITTED TO THE TREASURER FOR REVIEW. AFTER IT IS APPROVED, IT IS PROCESSED AND SENT TO THE ORGANIZATION FOR PROPER SIGNATURES AND MAILING. THE FORM 990 WILL BE MADE TO THE BOARD MEMBERS DIRECTLY THROUGH EMAIL. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE BOARD OF DIRECTORS ON A YEARLY BASIS REVIEWS AND DISCUSSES THE CONFLICT OF INTEREST POLICY AND DISCUSSES IT WITH THE EMPLOYEES DURING THEIR ANNUAL REVIEWS. THE BOARD OF DIRECTORS ALSO ENSURES THAT THE VENDORS AND SERVICE PROVIDERS ARE AT ARMS LENGTH. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD RECEIVES DATA ON COMPARABLE POSITIONS IN DETERMINING THE SALARIES OF THEIR EMPLOYEES BY THE USE OF MARKET SURVEYS. |
| FORM 990, PART VI, SECTION C, LINE 18 | INFORMATION IS POSTED ON THE ORGANIZATION'S WEBSITE, AND IS AVAILABLE FOR INSPECTION UPON REQUEST. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES THE APPLICABLE DOCUMENTS AVAILABLE TO THE PUBLIC BY INSPECTION UPON REQUEST OF THE INFORMATION AND BY POSTING CERTAIN DOCUMENTS ON THEIR WEBSITE. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR. |
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