2023-01-31T11:01:36-06:00 2022-03-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2021-04-01 232935929 THE NATIONAL PANCREAS FOUNDATION NATI 8667262737 3 BETHESDA METRO CENTER 700 BETHESDA MD 20814 MICHAEL FARRELL TREASURER 8667262737 2023-01-31 1 MICHAEL FARRELL 999009999 ERIN CRANMER P01712644 2023319880 3 AAL1 IAL1 2021 2023-03-07 01:45:13Z MICHAEL FARRELL 3 BETHESDA METRO CENTER 700 BETHESDA MD 20814 1464260 0 X WWW.PANCREASFOUNDATION.ORG X 1997 PA 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. 34 34 8 65 0 0 1202840 605725 0 0 111 17 -12910 803253 1190041 1408995 189873 197500 0 0 503350 601322 0 0 28933 955502 704608 1648725 1503430 -458684 -94435 933019 811635 305100 278151 627919 533484 X 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. 0 0 381353 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. 197000 197000 GRANTS WERE ISSUED TO INITIATE AND FOSTER THE PURSUIT OF MEDICAL ADVANCEMENTS IN PANCREATIC DISEASE RESEARCH. 139243 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. 654014 500 OTHER PROGRAMS 654014 500 1371610 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 11 0 1 8 1 0 0 0 0 0 0 0 0 0 0 0 0 X 34 34 1 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 MA NY PA X X THE ORGANIZATION 8667262737 3 BETHESDA METRO CENTER SUITE 700 BETHESDA MD 20814 JOSEPH TITLEBAUM ESQ GOVERNANCE CHAIR 4.00 X X 0 0 0 MICHAEL FARRELL TREASURER 4.00 X X 0 0 0 THOMAS E BIRSIC ESQ BOARD MEMBER 1.00 X 0 0 0 DR PETER BANKS BOARD MEMBER 1.00 X 0 0 0 PATRICIA S BIRSIC CO-FOUNDER, BOARD MEMBER 1.00 X 0 0 0 DR CHRIS E FORSMARK VICE CHAIR 1.00 X 0 0 0 DR ANDRES GELRUD BOARD MEMBER 1.00 X 0 0 0 JANE M HOLT CO-FOUNDER, BOARD MEMBER 1.00 X 0 0 0 THOMAS HOLT JR ESQ BOARD MEMBER 1.00 X 0 0 0 ERIC W GOLDEN BOARD MEMBER 1.00 X 0 0 0 JOHN HOPPER BOARD MEMBER 1.00 X 0 0 0 ANNE KRUCZEK BOARD MEMBER 1.00 X 0 0 0 DR JOHN LIEB II BOARD MEMBER 1.00 X 0 0 0 ELIZABETH LOUGHLIN DEVELOPMENT CHAIR 1.00 X 0 0 0 DR MARK LOWE BOARD MEMBER 1.00 X 0 0 0 DR DANA K ANDERSEN CHAIR 1.00 X X 0 0 0 EILEEN M O'REILLY BOARD MEMBER 1.00 X 0 0 0 DR DARWIN L CONWELL BOARD MEMBER 1.00 X 0 0 0 DR DAVID WHITCOMB BOARD MEMBER 1.00 X 0 0 0 DIANE TONELLI SECRETARY 1.00 X 0 0 0 MAISAM ABU-EL-HAIJA BOARD MEMBER 1.00 X 0 0 0 MELENA BELLIN BOARD MEMBER 1.00 X 0 0 0 ADRIANA LLAMES COWDIN BOARD MEMBER 1.00 X 0 0 0 PAUL GARRIDO BOARD MEMBER 1.00 X 0 0 0 ANDREW LOWY BOARD MEMBER 1.00 X 0 0 0 HILLARY MENDELSOHN BOARD MEMBER 1.00 X 0 0 0 ASHOK SALUJA BOARD MEMBER 1.00 X 0 0 0 CHRISTYN TAYLOR BOARD MEMBER 1.00 X 0 0 0 LEE ZEIDMAN BOARD MEMBER 1.00 X 0 0 0 VIKESH SINGH BOARD MEMBER 1.00 X 0 0 0 DINA STULTS BOARD MEMBER 1.00 X 0 0 0 ANTHONY JOSEPH BOARD MEMBER 1.00 X 0 0 0 RANDALL BRAND BOARD MEMBER 1.00 X 0 0 0 DOUGLAS PLESKOW BOARD MEMBER 1.00 X 0 0 0 DAVID BAKELMAN CEO 40.00 X 165858 0 10102 STACIA ANDERSON CFO 40.00 X 61021 0 5201 226879 0 15303 1 0 1 0 THE STAY WELL COMPANY LLC PO BOX 90477 CHICAGO IL 60696 HEALTH ENGAGEMENT 106610 1 7535 45543 80226 472421 605725 17 17 423518 45543 55265 368253 368253 SETTLEMENT PROCEEDS 900099 435000 435000 435000 1408995 0 0 803270 197500 197500 242182 217964 16953 7265 278729 221480 47238 10011 14105 12695 1269 141 27084 24375 1896 813 39222 35299 2746 1177 69984 57955 9421 2608 15618 13264 1844 510 38880 32500 4997 1383 15644 12955 2106 583 4043 2672 1371 57097 57097 3604 2985 485 134 REGISTRY EXPENSE 460815 446935 10616 3264 SPECIAL EVENTS 22502 21790 162 550 BANK & CREDIT CARD FEES 16299 14043 1767 489 FILING FEES & TAXES 122 101 16 5 1503430 1371610 102887 28933 596088 623536 150598 39983 19120 0 18521 64594 1507479 1429871 133174 77608 15518 5914 933019 811635 224874 278151 80226 0 305100 278151 X 440029 533484 187890 0 627919 533484 933019 811635 -94435 0 X X 0 1 X 1 0 X 1102317 1279251 1479507 787876 568150 5217101 1102317 1279251 1479507 787876 568150 5217101 2454400 2762701 355 401 537 111 17 1421 5218522 1180727 0.52940 0.48250 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1507479 1429871 77608 77608 X 1464260 55265 55265 1408995 0 1408995 1558695 55265 55265 1503430 0 1503430 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. GALAS 319870 10 319860 31470 PANCREAS BOWL 64899 64899 13163 3 84292 45533 38759 10632 469061 45543 423518 55265 55265 368253 1 CITY OF HOPE 1500 EAST DUARTE RD DUARTE CA 91010 953435919 501(C)(3) 0 50000 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 50000 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 50000 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 35000 IN PURSUIT OF SCIENTIFIC ADVANCEMENT IN THE FIELD OF PANCREATIC DISEASE 4 0 PART I, LINE 2: 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. 0 0 0 0 0 0 0 0 0 DAVID BAKELMAN CEO 165858 0 0 0 0 0 0 0 10102 0 175960 0 0 0 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.