2023-08-29T09:36:12-05:00 2022-12-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2022-01-01 363350532 BONE HEALTH AND OSTEOPOROSIS FOUNDATION NATI 7036473000 251 18TH STREET S 630 ARLINGTON VA 22202 CLAIRE GILL CHIEF EXECUTIVE OFFICER 7036473000 2023-08-29 1 CLAIRE GILL 999009999 0 ERIN CRANMER P01712644 2023319880 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z CLAIRE GILL 251 18TH STREET S 630 ARLINGTON VA 22202 4045930 0 X WWW.BONEHEALTHANDOSTEOPOROSIS.ORG X 1984 MO 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. 12 12 7 20 0 0 3637158 2898008 60668 148787 310529 170750 443219 398439 4451574 3615984 1845 11213 0 0 1021178 1177940 0 0 465324 2561522 2446096 3584545 3635249 867029 -19265 8108231 7143733 1905772 1768035 6202459 5375698 X SEE SCHEDULE O. 0 0 651463 PATIENT EDUCATION: SEE SCHEDULE O FOR FULL STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS. 1238004 102600 PROFESSIONAL EDUCATION: SEE SCHEDULE O FOR FULL STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS. 800412 ADVOCACY: SEE SCHEDULE O FOR FULL STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS. 240916 11213 47736 OTHER PROGRAM SERVICES INCLUDE: COMMUNICATIONS, MEMBERSHIP, NBHA, AND RESEARCH. 240916 11213 47736 2930795 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 50 0 1 7 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AK AR AZ CA CO CT FL GA HI IL KS KY ME MD MA MI MN MS MO NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI X X DEBRA ERIKSON 7036473000 251 18TH STREET S 630 ARLINGTON VA 22202 ROBERT F GAGEL MD CHAIRMAN 5.00 X X 0 0 0 KENNETH W LYLES MD PRESIDENT 5.00 X X 0 0 0 THOMAS F KOINIS MD VICE PRESIDENT 5.00 X X 0 0 0 JOAN M LAPPE PHD RN FAAN SECRETARY 5.00 X X 0 0 0 KATHLEEN SHOEMAKER PHARMD MBA CPHI TREASURER 5.00 X X 0 0 0 SALLY FULLMAN PHD TRUSTEE 5.00 X 0 0 0 BARBARA HANNAH GRUFFERMAN TRUSTEE 5.00 X 0 0 0 KAREN KEMMIS DPT TRUSTEE 5.00 X 0 0 0 CHARLES B LAWRENCE JR TRUSTEE 5.00 X 0 0 0 FREDERICK R SINGER MD TRUSTEE 5.00 X 0 0 0 JOSHUA WING MSN CRNS RNFA TRUSTEE 5.00 X 0 0 0 NICOLE WRIGHT PHD MPH TRUSTEE 5.00 X 0 0 0 CLAIRE GILL CHIEF EXECUTIVE OFFICER 37.50 X 296923 0 13402 DEBRA ERIKSON CHIEF ADMINISTRATIVE OFFIC 37.50 X 170293 0 21540 AMI PATEL DIRECTOR, PROFESSIONAL EDU 37.50 X 118531 0 12193 LISA TUMMINELLO SENIOR DIRECTOR, PATIENT E 37.50 X 102032 0 12801 LINDSEY WEST SENIOR PROGRAM MANAGER 37.50 X 134457 0 14055 822236 0 73991 5 0 1 0 CONNECT 4 STRATEGIES LLC 6005 GLOSTER ROAD BETHESDA MD 20816 PROJECT SERVICES 189650 EXPONENTIAL CONSULTING LLC 18457 PARK MEADOW COURT LEESBURG VA 20175 STAFFING SERVICES 166831 SMITH&HARROFF 1555 KING STREET ALEXANDRIA VA 22314 COMMUNICATION SERVICES 161334 J&R GRAPHICS PO BOX 2671 FAIR LAWN NJ 07410 MAILHOUSE SERVICES 130773 REINECKE STRATEGIC SOLUTIONS INC 6107 RIDGE DRIVE BETHESDA MD 20816 PROJECT SERVICES 120000 8 71875 2826133 2898008 CONFERENCES & SEMINARS 900099 102600 102600 PUBLICATIONS & PROGRAM 900099 46187 46187 148787 171578 171578 378223 378223 18667 0 18667 18667 18667 423535 424363 -828 -828 -828 5331 5583 -252 -252 LIST RENTAL INCOME 900099 1801 1801 1801 3615984 150336 0 567640 X 11213 11213 502159 433860 26196 42103 548962 474298 28637 46027 18932 16357 988 1587 42763 36946 2231 3586 65124 56267 3397 5460 3413 2642 143 628 40522 31376 1696 7450 24000 18583 1005 4412 27659 21416 1158 5085 1286343 996014 53850 236479 73251 60530 6295 6426 204486 152395 23184 28907 237023 183526 9923 43574 202791 140742 47961 14088 29179 26965 1475 739 109866 101529 5554 2783 3195 2239 732 224 48128 33402 11382 3344 DUES & SUBSCRIPTIONS 44819 37036 3852 3931 HONORARIUM 40000 36965 2022 1013 PUBLICATIONS 29442 24329 2530 2583 BANK SERVICE FEES 16376 11843 2998 1535 25603 20322 1921 3360 3635249 2930795 239130 465324 X 133246 46191 21513 65542 3741 9406 3709625 2277578 30497 241692 24 77583 72000 92117 96020 51188 39121 5151 12067 4189517 3788370 0 646576 8108231 7143733 400263 387857 1382114 615948 123395 764230 1905772 1768035 X 4821021 4168512 1381438 1207186 6202459 5375698 8108231 7143733 X -19265 -807493 -3 X X 0 0 0 X 3416385 2864073 2742849 3637158 2976058 15636523 3416385 2864073 2742849 3637158 2976058 15636523 6250731 9385792 572794 492863 519257 656829 549801 2791544 23680 7152 4729 3073 38634 18466701 950500 0.50830 0.61240 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 24000 0 24000 4076573 4100573 355029 88757 0 0 329342 281899 350024 355029 1316294 1974441 66000 17619 24000 24000 131619 82336 70475 87506 88757 329074 493611 60000 17619 24000 24000 125619 0 268081 7968 7968 268081 180012 88069 268081 180012 3160 3160 180012 180012 6137 6137 180012 180012 1247 1247 180012 1 0 29347 17280 12067 21841 21841 0 12067 RIGHT OF USE ASSET 646576 646576 REFUNDABLE DEPOSITS 10598 OPERATING LEASE LIABILITY 753632 764230 X 2794914 -807493 8499 -798994 3593908 27659 -5583 22076 3615984 3621675 8499 5583 14082 3607593 27659 -3 27656 3635249 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. 1 X X X 0 0 0 0 0 0 0 0 0 CLAIRE GILL CHIEF EXECUTIVE OFFICER 296923 0 0 0 0 0 11577 0 1825 0 310325 0 0 0 DEBRA ERIKSON CHIEF ADMINISTRATIVE OFFIC 170293 0 0 0 0 0 7140 0 14400 0 191833 0 0 0 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.