BONE HEALTH AND OSTEOPOROSIS FOUNDATION: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- BONE HEALTH AND OSTEOPOROSIS FOUNDATION (EIN 36-3350532)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-08-29
- IRS object ID
- 202322419349300622
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-08-29T09:36:12-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363350532 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BONE HEALTH AND OSTEOPOROSIS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NATI | BusinessNameControlTxt |
| Phone | 7036473000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 251 18TH STREET S 630 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CLAIRE GILL | PersonNm |
| Person Title | CHIEF EXECUTIVE OFFICER | PersonTitleTxt |
| Phone | 7036473000 | PhoneNum |
| Signature | 2023-08-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CLAIRE | PersonFirstNm |
| Person Last | GILL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
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 | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CLAIRE GILL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 251 18TH STREET S 630 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,045,930 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BONEHEALTHANDOSTEOPOROSIS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1984 | FormationYr |
| Legal Domicile State | MO | LegalDomicileStateCd |
| Activity Or Mission | TO PREVENT OSTEOPOROSIS AND BROKEN BONES, PROMOTING STRONG BONES FOR LIFE, AND REDUCING HUMAN SUFFERING THROUGH PROGRAMS OF PUBLIC AND CLINICIAN AWARENESS, EDUCATION, ADVOCACY, AND RESEARCH. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 7 | TotalEmployeeCnt |
| Total Volunteers | 20 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,637,158 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,898,008 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $60,668 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $148,787 | CYProgramServiceRevenueAmt |
| PY Investment Income | $310,529 | PYInvestmentIncomeAmt |
| CY Investment Income | $170,750 | CYInvestmentIncomeAmt |
| PY Other Revenue | $443,219 | PYOtherRevenueAmt |
| CY Other Revenue | $398,439 | CYOtherRevenueAmt |
| PY Total Revenue | $4,451,574 | PYTotalRevenueAmt |
| CY Total Revenue | $3,615,984 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,845 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $11,213 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,021,178 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,177,940 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $465,324 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,561,522 | PYOtherExpensesAmt |
| CY Other Expenses | $2,446,096 | CYOtherExpensesAmt |
| PY Total Expenses | $3,584,545 | PYTotalExpensesAmt |
| CY Total Expenses | $3,635,249 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $867,029 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$19,265 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $8,108,231 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,143,733 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,905,772 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,768,035 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,202,459 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,375,698 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $651,463 | ExpenseAmt |
| Desc | PATIENT EDUCATION: SEE SCHEDULE O FOR FULL STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,238,004 | ExpenseAmt |
| Revenue | $102,600 | RevenueAmt |
| Desc | PROFESSIONAL EDUCATION: SEE SCHEDULE O FOR FULL STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $800,412 | ExpenseAmt |
| Desc | ADVOCACY: SEE SCHEDULE O FOR FULL STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $240,916 | ExpenseAmt |
| Grant | $11,213 | GrantAmt |
| Revenue | $47,736 | RevenueAmt |
| Desc | OTHER PROGRAM SERVICES INCLUDE: COMMUNICATIONS, MEMBERSHIP, NBHA, AND RESEARCH. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $240,916 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $11,213 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $47,736 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $2,930,795 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | 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 | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 50 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 7 | 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 | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | 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 | DEBRA ERIKSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7036473000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 251 18TH STREET S 630 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22202 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| ROBERT F GAGEL MD | ||||||||
| CHAIRMAN | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| KENNETH W LYLES MD | ||||||||
| PRESIDENT | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| THOMAS F KOINIS MD | ||||||||
| VICE PRESIDENT | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JOAN M LAPPE PHD RN FAAN | ||||||||
| SECRETARY | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| KATHLEEN SHOEMAKER PHARMD MBA CPHI | ||||||||
| TREASURER | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SALLY FULLMAN PHD | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| BARBARA HANNAH GRUFFERMAN | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| KAREN KEMMIS DPT | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| CHARLES B LAWRENCE JR | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| FREDERICK R SINGER MD | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSHUA WING MSN CRNS RNFA | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| NICOLE WRIGHT PHD MPH | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| CLAIRE GILL | ||||||||
| CHIEF EXECUTIVE OFFICER | 37.50 | Yes (X) | $296,923 | $0 | $13,402 | |||
| DEBRA ERIKSON | ||||||||
| CHIEF ADMINISTRATIVE OFFIC | 37.50 | $170,293 | $0 | $21,540 | Yes (X) | |||
| AMI PATEL | ||||||||
| DIRECTOR, PROFESSIONAL EDU | 37.50 | $118,531 | $0 | $12,193 | Yes (X) | |||
| LISA TUMMINELLO | ||||||||
| SENIOR DIRECTOR, PATIENT E | 37.50 | $102,032 | $0 | $12,801 | Yes (X) | |||
| LINDSEY WEST | ||||||||
| SENIOR PROGRAM MANAGER | 37.50 | $134,457 | $0 | $14,055 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $822,236 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $73,991 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CONNECT 4 STRATEGIES LLC | |||||
| 6005 GLOSTER ROAD | BETHESDA | MD | 20816 | PROJECT SERVICES | $189,650 |
| EXPONENTIAL CONSULTING LLC | |||||
| 18457 PARK MEADOW COURT | LEESBURG | VA | 20175 | STAFFING SERVICES | $166,831 |
| SMITH&HARROFF | |||||
| 1555 KING STREET | ALEXANDRIA | VA | 22314 | COMMUNICATION SERVICES | $161,334 |
| J&R GRAPHICS | |||||
| PO BOX 2671 | FAIR LAWN | NJ | 07410 | MAILHOUSE SERVICES | $130,773 |
| REINECKE STRATEGIC SOLUTIONS INC | |||||
| 6107 RIDGE DRIVE | BETHESDA | MD | 20816 | PROJECT SERVICES | $120,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 8 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $71,875 | MembershipDuesAmt |
| All Other Contributions | $2,826,133 | AllOtherContributionsAmt |
| Total Contributions | $2,898,008 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CONFERENCES & SEMINARS | 900099 | $102,600 | $102,600 |
| PUBLICATIONS & PROGRAM | 900099 | $46,187 | $46,187 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $148,787 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $171,578 | TotalRevenueColumnAmt |
| Exclusion | $171,578 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $378,223 | TotalRevenueColumnAmt |
| Exclusion | $378,223 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $18,667 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $18,667 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,667 | TotalRevenueColumnAmt |
| Exclusion | $18,667 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $423,535 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $424,363 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$828 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$828 | TotalRevenueColumnAmt |
| Exclusion | -$828 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $5,331 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $5,583 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$252 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$252 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LIST RENTAL INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $1,801 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,801 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,801 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,615,984 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $150,336 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $567,640 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,213 | TotalAmt |
| Program Services | $11,213 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $502,159 | TotalAmt |
| Program Services | $433,860 | ProgramServicesAmt |
| Management And General | $26,196 | ManagementAndGeneralAmt |
| Fundraising | $42,103 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $548,962 | TotalAmt |
| Program Services | $474,298 | ProgramServicesAmt |
| Management And General | $28,637 | ManagementAndGeneralAmt |
| Fundraising | $46,027 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,932 | TotalAmt |
| Program Services | $16,357 | ProgramServicesAmt |
| Management And General | $988 | ManagementAndGeneralAmt |
| Fundraising | $1,587 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,763 | TotalAmt |
| Program Services | $36,946 | ProgramServicesAmt |
| Management And General | $2,231 | ManagementAndGeneralAmt |
| Fundraising | $3,586 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,124 | TotalAmt |
| Program Services | $56,267 | ProgramServicesAmt |
| Management And General | $3,397 | ManagementAndGeneralAmt |
| Fundraising | $5,460 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,413 | TotalAmt |
| Program Services | $2,642 | ProgramServicesAmt |
| Management And General | $143 | ManagementAndGeneralAmt |
| Fundraising | $628 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,522 | TotalAmt |
| Program Services | $31,376 | ProgramServicesAmt |
| Management And General | $1,696 | ManagementAndGeneralAmt |
| Fundraising | $7,450 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,000 | TotalAmt |
| Program Services | $18,583 | ProgramServicesAmt |
| Management And General | $1,005 | ManagementAndGeneralAmt |
| Fundraising | $4,412 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,659 | TotalAmt |
| Program Services | $21,416 | ProgramServicesAmt |
| Management And General | $1,158 | ManagementAndGeneralAmt |
| Fundraising | $5,085 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,286,343 | TotalAmt |
| Program Services | $996,014 | ProgramServicesAmt |
| Management And General | $53,850 | ManagementAndGeneralAmt |
| Fundraising | $236,479 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,251 | TotalAmt |
| Program Services | $60,530 | ProgramServicesAmt |
| Management And General | $6,295 | ManagementAndGeneralAmt |
| Fundraising | $6,426 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $204,486 | TotalAmt |
| Program Services | $152,395 | ProgramServicesAmt |
| Management And General | $23,184 | ManagementAndGeneralAmt |
| Fundraising | $28,907 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $237,023 | TotalAmt |
| Program Services | $183,526 | ProgramServicesAmt |
| Management And General | $9,923 | ManagementAndGeneralAmt |
| Fundraising | $43,574 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $202,791 | TotalAmt |
| Program Services | $140,742 | ProgramServicesAmt |
| Management And General | $47,961 | ManagementAndGeneralAmt |
| Fundraising | $14,088 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,179 | TotalAmt |
| Program Services | $26,965 | ProgramServicesAmt |
| Management And General | $1,475 | ManagementAndGeneralAmt |
| Fundraising | $739 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,866 | TotalAmt |
| Program Services | $101,529 | ProgramServicesAmt |
| Management And General | $5,554 | ManagementAndGeneralAmt |
| Fundraising | $2,783 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,195 | TotalAmt |
| Program Services | $2,239 | ProgramServicesAmt |
| Management And General | $732 | ManagementAndGeneralAmt |
| Fundraising | $224 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,128 | TotalAmt |
| Program Services | $33,402 | ProgramServicesAmt |
| Management And General | $11,382 | ManagementAndGeneralAmt |
| Fundraising | $3,344 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| DUES & SUBSCRIPTIONS | $44,819 | $37,036 | $3,852 | $3,931 |
| HONORARIUM | $40,000 | $36,965 | $2,022 | $1,013 |
| PUBLICATIONS | $29,442 | $24,329 | $2,530 | $2,583 |
| BANK SERVICE FEES | $16,376 | $11,843 | $2,998 | $1,535 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,603 | TotalAmt |
| Program Services | $20,322 | ProgramServicesAmt |
| Management And General | $1,921 | ManagementAndGeneralAmt |
| Fundraising | $3,360 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,635,249 | TotalAmt |
| Program Services | $2,930,795 | ProgramServicesAmt |
| Management And General | $239,130 | ManagementAndGeneralAmt |
| Fundraising | $465,324 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | Yes (X) | JointCostsInd |
Total Joint Costs TotalJointCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $133,246 | TotalAmt |
| Program Services | $46,191 | ProgramServicesAmt |
| Management And General | $21,513 | ManagementAndGeneralAmt |
| Fundraising | $65,542 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,741 | BOYAmt |
| EOY | $9,406 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,709,625 | BOYAmt |
| EOY | $2,277,578 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,497 | BOYAmt |
| EOY | $241,692 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $24 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,583 | BOYAmt |
| EOY | $72,000 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,117 | BOYAmt |
| EOY | $96,020 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $51,188 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $39,121 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,151 | BOYAmt |
| EOY | $12,067 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,189,517 | BOYAmt |
| EOY | $3,788,370 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $646,576 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,108,231 | BOYAmt |
| EOY | $7,143,733 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $400,263 | BOYAmt |
| EOY | $387,857 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,382,114 | BOYAmt |
| EOY | $615,948 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $123,395 | BOYAmt |
| EOY | $764,230 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,905,772 | BOYAmt |
| EOY | $1,768,035 | 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 | $4,821,021 | BOYAmt |
| EOY | $4,168,512 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,381,438 | BOYAmt |
| EOY | $1,207,186 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,202,459 | BOYAmt |
| EOY | $5,375,698 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,108,231 | BOYAmt |
| EOY | $7,143,733 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$19,265 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$807,493 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$3 | 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 | 0 | FSAuditedInd |
| 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 | $3,416,385 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,864,073 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,742,849 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,637,158 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,976,058 | CurrentTaxYearAmt |
| Total | $15,636,523 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,416,385 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,864,073 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,742,849 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,637,158 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,976,058 | CurrentTaxYearAmt |
| Total | $15,636,523 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $6,250,731 | SubstantialContributorsTotAmt |
| Public Support Total170 | $9,385,792 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $572,794 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $492,863 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $519,257 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $656,829 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $549,801 | CurrentTaxYearAmt |
| Total | $2,791,544 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $23,680 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,152 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,729 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,073 | CurrentTaxYearMinus1YearAmt |
| Total | $38,634 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $18,466,701 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $950,500 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.50830 | PublicSupportCY170Pct |
| Public Support PY170 | 0.61240 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | LIST RENTAL INCOME - 2018 AMOUNT: $ 6,328. 2019 AMOUNT: $ 5,823. 2020 AMOUNT: $ 3,389. 2021 AMOUNT: $ 3,073. MISCELLANEOUS - 2018 AMOUNT: $ 17,352. 2019 AMOUNT: $ 1,329. 2020 AMOUNT: $ 1,340. | ExplanationTxt |
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 C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $24,000 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $24,000 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $4,076,573 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $4,100,573 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $355,029 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $88,757 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $329,342 | CurrentYearMinus3Amt |
| Current Year Minus2 | $281,899 | CurrentYearMinus2Amt |
| Current Year Minus1 | $350,024 | CurrentYearMinus1Amt |
| Current Year | $355,029 | CurrentYearAmt |
| Total | $1,316,294 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $1,974,441 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $66,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $17,619 | CurrentYearMinus2Amt |
| Current Year Minus1 | $24,000 | CurrentYearMinus1Amt |
| Current Year | $24,000 | CurrentYearAmt |
| Total | $131,619 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $82,336 | CurrentYearMinus3Amt |
| Current Year Minus2 | $70,475 | CurrentYearMinus2Amt |
| Current Year Minus1 | $87,506 | CurrentYearMinus1Amt |
| Current Year | $88,757 | CurrentYearAmt |
| Total | $329,074 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $493,611 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $60,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $17,619 | CurrentYearMinus2Amt |
| Current Year Minus1 | $24,000 | CurrentYearMinus1Amt |
| Current Year | $24,000 | CurrentYearAmt |
| Total | $125,619 | TotalAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $268,081 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $7,968 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,968 | OtherExpendituresAmt |
| End Year Balance | $268,081 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $180,012 | BeginningYearBalanceAmt |
| Contributions | $88,069 | ContributionsAmt |
| End Year Balance | $268,081 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $180,012 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $3,160 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,160 | OtherExpendituresAmt |
| End Year Balance | $180,012 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $180,012 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $6,137 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,137 | OtherExpendituresAmt |
| End Year Balance | $180,012 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $180,012 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,247 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,247 | OtherExpendituresAmt |
| End Year Balance | $180,012 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $29,347 | OtherCostOrOtherBasisAmt |
| Depreciation | $17,280 | DepreciationAmt |
| Book Value | $12,067 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $21,841 | OtherCostOrOtherBasisAmt |
| Depreciation | $21,841 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $12,067 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RIGHT OF USE ASSET | Desc |
| Book Value | $646,576 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $646,576 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| REFUNDABLE DEPOSITS | $10,598 |
| OPERATING LEASE LIABILITY | $753,632 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $764,230 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $2,794,914 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$807,493 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $8,499 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | -$798,994 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,593,908 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $27,659 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$5,583 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $22,076 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,615,984 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,621,675 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $8,499 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $5,583 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $14,082 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,607,593 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $27,659 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | -$3 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $27,656 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,635,249 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE FOUNDATION HAS FILED FOR AND RECEIVED INCOME TAX EXEMPTIONS IN THE VARIOUS JURISDICTIONS WHERE IT IS REQUIRED TO DO SO. THE FOUNDATION FILES THE FEDERAL FORM 990 TAX RETURN IN THE U.S. FEDERAL JURISDICTION AND VARIOUS STATES. AS OF DECEMBER 31, 2022, THE STATUTE OF LIMITATION FOR TAX YEARS 2019 THROUGH 2021 REMAINS OPEN WITH THE U.S. FEDERAL JURISDICTION AND VARIOUS STATES. IN ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, ACCOUNTING STANDARDS REQUIRE AN ENTITY TO RECOGNIZE THE FINANCIAL STATEMENT IMPACT OF A TAX POSITION WHEN IT IS MORE-LIKELY-THAN-NOT THAT THE POSITION WILL NOT BE SUSTAINED UPON EXAMINATION. MANAGEMENT EVALUATED THE FOUNDATION'S TAX POSITIONS AND CONCLUDED THAT THE FOUNDATION HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | COST OF GOODS SOLD INCLUDED ON PART VIII -5,583. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD INCLUDED ON PART VIII 5,583. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | ROUNDING -3. |
| PART V, LINE 4: | THE SHOU MEI HU - CECILIA WU KOJIMA FUND TOTALED $80,012 AND THE RESTRICTED INCOME IS FOR MEDICAL AND SCIENTIFIC RESEARCH RELATED TO THE PREVENTION, CURE, AND/OR TREATMENT OF OSTEOPOROSIS. THE DR. BURTON SPILLER FUND FOR BONE HEALTH RESEARCH TOTALED $188,069 AND THE RESTRICTED INCOME IS FOR MEDICAL RESEARCH REGARDING BONE HEALTH AND BONE RESEARCH GRANTS. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CLAIRE GILL | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $296,923 | $0 | $0 | $0 | $0 | $0 | $11,577 | $0 | $1,825 | $0 | $310,325 | $0 | $0 | $0 |
| DEBRA ERIKSON | ||||||||||||||
| CHIEF ADMINISTRATIVE OFFIC | $170,293 | $0 | $0 | $0 | $0 | $0 | $7,140 | $0 | $14,400 | $0 | $191,833 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE CHIEF ADMINISTRATIVE OFFICER AND FINANCE CONSULTANT, AS WELL AS THE CHIEF EXECUTIVE OFFICER, REVIEW THE FEDERAL FORM 990 AS PREPARED BY THE IDEPENDENT AUDITORS TO DETERMINE IF THE INFORMATION PRESENTED IN THE FEDERAL FORM 990 IS IN AGREEMENT WITH INFORMATION ORIGINALLY PROVIDED TO THE INDEPENDENT AUDITORS. THE FOUNDATION AND AUDITORS DISCUSS ISSUES, IF ANY, BEFORE THE FEDERAL FORM 990 IS FILED WITH THE INTERNAL REVENUE SERVICE. BOARD MEMBERS RECEIVE A COPY OF THE COMPLETED FORM 990 FOR REVIEW AND COMMENT BEFORE IT IS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE BOARD ANNUALLY REVIEWS THE CONFLICT OF INTEREST POLICY AND DISCLOSES ANY POTENTIAL CONFLICT OF INTEREST. ALL EMPLOYEES ARE ASKED TO SIGN A CONFLICT OF INTEREST DISCLOSURE STATEMENT. THE SIGNED DOCUMENTS ARE REVIEWED BY THE CHIEF EXECUTIVE OFFICER AND KEPT BY THE CHIEF ADMINISTRATIVE OFFICER. THE CONFLICT OF INTEREST POLICY IS ALWAYS TAKEN INTO CONSIDERATION WHEN THERE IS THE POTENTIAL FOR CONFLICT, PARTICULARLY WHEN SIGNING NEW CONTRACTS OR BEGINNING NEW RELATIONSHIPS. ANY POSSIBLE APPEARANCE OF CONFLICT OF INTEREST THAT ARISES IN THE COURSE OF BUSINESS IS RESEARCHED TO DETERMINE THE EXISTENCE OF A CONFLICT. IF A CONTRACT IS TO BE MADE WITH A RELATED PARTY, IT IS DISCLOSED TO THE BOARD AND A VOTE IS TAKEN IF THE FOUNDATION'S STAFF MEMBERS IDENTIFY A CONFLICT OF INTEREST. THE FOUNDATION'S CHIEF EXECUTIVE OFFICER AND ITS CHIEF ADMINISTRATIVE OFFICER SHARE THIS INFORMATION WITH THE EXECUTIVE COMMITTEE OF THE BOARD FOR ITS ACTION. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION SURVEYS FOR EMPLOYEES IN SIMILAR POSITIONS WITH SIMILAR RESPONSIBILITIES IN THE NOT-FOR-PROFIT INDUSTRY ARE USED AS BENCHMARKS FOR DETERMINING COMPENSATION OF OFFICERS AND KEY EMPLOYEES. THE COMPENSATION FOR THE CHIEF EXECUTIVE OFFICER IS DECIDED BY THE BOARD PRIVATELY. EACH YEAR, PRIOR TO THE MEETING WHEN THE COMPENSATION DECISIONS IS MADE, THE CHAIRMAN OF THE BOARD REVIEWS COMPARABLE SALARIES IN THE NOT-FOR-PROFIT INDUSTRY AND SENDS OUT A PERFORMANCE REVIEW TO EACH BOARD MEMBER TO USE IN EVALUATING THE CHIEF EXECUTIVE OFFICER'S PERFORMANCE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FOUNDATION'S GOVERNING DOCUMENTS ARE NOT MADE PUBLIC AS THE FOUNDATION BELIEVES THESE ARE PROPRIETARY IN NATURE. THE FOUNDATION'S AUDITED FINANCIAL STATEMENTS, FEDERAL FORM 990 AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO THE PUBLIC ON THE FOUNDATION'S WEBSITE. |
| FORM 990, PART IX, LINE 11G | CONSULTING FEES: PROGRAM SERVICE EXPENSES 882,238. MANAGEMENT AND GENERAL EXPENSES 47,699. FUNDRAISING EXPENSES 209,466. TOTAL EXPENSES 1,139,403. OTHER CONTRACTUAL SERVICES: PROGRAM SERVICE EXPENSES 113,776. MANAGEMENT AND GENERAL EXPENSES 6,151. FUNDRAISING EXPENSES 27,013. TOTAL EXPENSES 146,940. |
| FORM 990, PART XI, LINE 9: | ROUNDING -3. |
| FORM 990, PART XII, LINE 2C: | THE FINANCE AND AUDIT COMMITTEE HAS RESPONSBILITY FOR THESE ITEMS. THIS PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR. |
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