2023-11-13T13:27:07-06:00 2022-12-31 366055558 GRANT THORNTON LLP 1000 WILSON BOULEVARD SUITE 1500 ARLINGTON VA 22209 990 2022-01-01 131846366 MARCH OF DIMES INC MARC 8886634637 1550 CRYSTAL DRIVE 1300 ARLINGTON VA 22202 CANDICE CHRISTOPHER INTERIM CFO 5172573148 2023-11-13 1 CANDICE CHRISTOPHER 999009999 0 MARY TORRETTA P00847851 7038477500 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ELIZABETH CHERLOT MD 1550 CRYSTAL DRIVE 1300 ARLINGTON VA 22202 138358517 0 X WWW.MARCHOFDIMES.ORG X 1938 NY MARCH OF DIMES LEADS THE FIGHT FOR THE HEALTH OF ALL MOMS AND BABIES. 17 17 645 1000000 0 0 100144706 104434563 172726 247741 2467684 -768905 528282 1077268 103313398 104990667 6450354 5925690 0 0 50270540 56626711 1722681 1782719 13870442 44356986 49254822 102800561 113589942 512837 -8599275 88338195 72400131 86742512 80943649 1595683 -8543518 X SEE SCHEDULE OMARCH OF DIMES LEADS THE FIGHT FOR THE HEALTH OF ALL MOMS AND BABIES. WE SUPPORT RESEARCH, LEAD PROGRAMS AND PROVIDE EDUCATION AND ADVOCACY SO THAT EVERY FAMILY CAN HAVE THE BEST POSSIBLE START. BUILDING ON A SUCCESSFUL 80+ YEAR LEGACY, WE SUPPORT EVERY PREGNANT PERSON AND EVERY FAMILY. 0 0 67406586 965846 177885 PROGRAMS, EDUCATION, AND ADVOCACY - SEE SCHEDULE OPROGRAMS, EDUCATION, AND ADVOCACYNICU INITIATIVESWE SUPPORTED PEOPLE AT EVERY STAGE OF PREGNANCY AND REACHED MORE THAN 52,000 FAMILIES WITH BABIES IN THE NICU WITH PROGRAMS AND SERVICES TO HELP THEM GET CARE. THROUGH NICU INITIATIVES, WE PROVIDED ACCESS TO SUPPORT AND EDUCATION NEEDED TO IMPROVE THE PATIENT EXPERIENCE, WHICH INCLUDED THE EXPANSION OF OUR SERVICES TO NICU FAMILIES AND STAFF THROUGH 12 NEW NICU FAMILY SUPPORT (NFS) SITES IN HOSPITALS WITH MORE THAN 70 SITES ACROSS THE COUNTRY.MOBILE HEALTH CENTERSMARCH OF DIMES MOM & BABY MOBILE HEALTH CENTERS PROVIDED OVER 4,100 PATIENT VISITS, HELPING UNINSURED AND UNDER-INSURED WOMEN OF CHILDBEARING AGE AND FAMILIES RECEIVE QUALITY HEALTHCARE. WE SERVED FIVE COMMUNITIES, INCLUDING IN ARIZONA, MARYLAND, AND OHIO. WE ALSO ADDED A STATE-OF-THE-ART 40-FOOT MOBILE CLINIC, WHICH WILL BE ONLINE SOON TO HELP WOMEN IN BROOKLYN AND QUEENS IN NEW YORK CITY.SUPPORTIVE PREGNANCY CARESUPPORTIVE PREGNANCY CARE (SPC) PROVIDED TOOLS, TRAINING, AND SUPPORT FOR HEALTHCARE PROVIDERS TO IMPLEMENT A SUSTAINABLE MODEL OF GROUP PRENATAL CARE IN A WAY THAT WORKS BEST FOR THEIR PRACTICE AND THE PREGNANT PEOPLE THEY SERVE. WE SUPPORTED 45 SPC SITES AROUND THE COUNTRY WITH SEVEN BRAND NEW SITES. PROFESSIONAL EDUCATIONTHE MARCH OF DIMES PROFESSIONAL EDUCATION TEAM TRAINED MORE THAN 33,000 HEALTHCARE PROFESSIONALS AND STUDENTS WITH LIVE AND ONLINE TRAINING. OUR IMPLICIT BIAS TRAINING TO EXPOSE THE IMPACT SYSTEMIC RACISM HAS ON BIRTH OUTCOMES AND MATERNAL HEALTH MADE UP 20,160 OF THESE TRAININGS TO HELP US CLOSE THE HEALTH EQUITY GAP. MORE THAN 12,900 PARTICIPANTS ENGAGED IN EIGHT NEW MATERNAL HEALTH TRAINING SESSIONS AND SIX ENHANCED SESSIONS FOR NICU PROFESSIONALS.CONSUMER EDUCATIONMARCH OF DIMES CONSUMER EDUCATION FOR BOTH FAMILIES AND MEDICAL PROFESSIONALS REACHED MORE THAN NINE MILLION UNIQUE INDIVIDUALS WITH TRUSTED EDUCATION TO ENSURE HEALTHY PREGNANCIES AND BABIES. OUR SIGNATURE IT STARTS WITH MOM LIVE IN MAY GENERATED OVER 340,000 VIEWS, AND ALSO IN 2022, WE HOSTED 11 HEALTHY MOMS, STRONG BABIES WEBINARS, REACHING MORE THAN 335,000 PEOPLE.PERISTATSPERISTATS IS OUR WEBSITE THAT PROVIDES FREE ACCESS TO MATERNAL AND INFANT HEALTH-RELATED DATA AT THE U.S., STATE, COUNTY, AND CITY LEVEL. THE PERISTATS WEBPAGE HAD 178,370 VISITS FOR HEALTH PROFESSIONALS, RESEARCHERS, MEDICAL LIBRARIANS, POLICYMAKERS, STUDENTS, AND THE MEDIA TO EASILY ACCESS THIS DATA FOR FACT-FINDING, HEALTH ASSESSMENTS, GRANT WRITING, POLICY DEVELOPMENT, LECTURES, AND PRESENTATIONS.ADVOCACYMARCH OF DIMES' OFFICE OF GOVERNMENT AFFAIRS (OGA) LED A SUCCESSFUL AGGRESSIVE MATERNAL AND CHILD HEALTH POLICY AGENDA WITH 127 STATE LEVEL BILLS ADVOCATED FOR AND 31 LEGISLATIVE VICTORIES. AT THE FEDERAL LEVEL, WE ADVOCATED FOR 65 BILLS TO IMPROVE MOM AND BABY HEALTH NATIONWIDE, WITH THE PASSAGE AND SIGNING OF 18 LANDMARK LAWS. THROUGH OUR ADVOCACY EFFORTS, THE PREGNANT WORKERS FAIRNESS ACT WAS INCLUDED AS PART OF AN OMNIBUS AS AN AMENDMENT AND PASSED IN DECEMBER AND WE CONTINUED TO ADVOCATE FOR FEDERAL PAID FAMILY LEAVE. MARCH OF DIMES ADVOCACY LED TO A NEARLY $3 BILLION INCREASE IN SPENDING BY FEDERAL AND STATE GOVERNMENTS ON MATERNAL AND INFANT HEALTH PROGRAMS FOR 2023. 15685081 4959844 134830 RESEARCH - SEE SCHEDULE ORESEARCHMARCH OF DIMES ADDRESSED THE MULTIFACETED NATURE OF THE U.S. MATERNAL AND INFANT HEALTH CRISIS. BY FUNDING INNOVATIVE RESEARCH THAT SPANS DISCIPLINES, WE'RE EXPANDING KNOWLEDGE AND DEVELOPING TOOLS AND RESOURCES TO SAVE MOMS' LIVES AND HELP BABIES THRIVE.PREMATURITY RESEARCH CENTERSOUR RESEARCH TO FIND THE CAUSES AND PREVENTIONS OF PRETERM BIRTH CONTINUED AT OUR FIVE PREMATURITY RESEARCH CENTERS (PRCS) IN THE U.S. AND LONDON. OUR NEWEST PRC AT THE UNIVERSITY OF CALIFORNIA, SAN FRANCISCO LED THE FIELD IN THE INTEGRATION OF MACHINE LEARNING AND DATA SCIENCE TO UNDERSTAND AND PREVENT PRETERM BIRTH. RESEARCH AT IMPERIAL COLLEGE LONDON ON GLYCANS AND GLYCOBIOLOGY IN CERVICOVAGINAL FLUID SHOWS PROMISE AS AN EARLY INDICATOR OF PRETERM BIRTH.GRANTSWE INVESTED MORE THAN $5.7 MILLION AMONG 42 AWARDEES, INCLUDING OVER $4.5 MILLION TO OUR PRCS IN 2022 TO SPEED THE DEVELOPMENT OF LIFESAVING DIAGNOSTICS AND TREATMENTS FOR MOMS AND BABIES, AND WE PUBLISHED 82 ARTICLES IN 62 UNIQUE JOURNALS WITH AN OVERALL IMPACT FACTOR SCORE OF OVER 570.FUNDSIN SEPTEMBER WE LAUNCHED OUR INNOVATION FUND, A VENTURE PHILANTHROPY INITIATIVE THAT WILL USE DONATED FUNDS TO INVEST IN EARLY-STAGE COMPANIES TO ADDRESS THE MOST PRESSING MATERNAL AND INFANT HEALTH CHALLENGES TO IMPROVE OUTCOMES FOR MOMS AND BABIES. WE ENGAGED WITH OVER 100 COMPANIES IN THE MATERNAL AND INFANT HEALTH SPACE AND COMPLETED ONE INVESTMENT IN 2022. 4434971 0 40201 COMMUNITY COLLABORATION - SEE SCHEDULE OCOMMUNITY COLLABORATIONMARCH OF DIMES CONVENED THOUSANDS OF VOLUNTEERS, CORPORATIONS, AND PEOPLE TO BUILD INITIATIVES, COLLABORATE, AND TURN AROUND THE MATERNAL AND INFANT HEALTH CRISIS THAT FAMILIES ACROSS THE COUNTRY FACE.VOLUNTEER ENGAGEMENTWE COULDN'T FIGHT FOR HEALTHY MOMS AND STRONG BABIES WITHOUT OUR VOLUNTEERS. WITH 6,000 NEW VOLUNTEERS JOINING US LAST YEAR, TOTALING 24,000, WE MADE AN IMPACT TOGETHER BY: - PROVIDING 725 MILITARY FAMILIES EDUCATIONAL INFORMATION AND BABY ITEMS THROUGH MISSION: HEALTHY BABY. - WRITING 7,00 NOTES OF HOPE TO FAMILIES IN THE NICU OR NOTES OF GRATITUDE TO HEALTHCARE WORKERS, FOR A TOTAL OF 25,000 DELIVERED SINCE THE PROGRAM'S START. - RAISING $2.67 MILLION DOLLARS, THANKS TO OUR 2022 MARCH FOR BABIES NATIONAL SERVICE PARTNERS, WITH 12,032 WALKERS PARTICIPATING. - LEVERAGING VOLUNTEER SUPPORT TO RESPOND TO GLOBAL CRISIS AND DISASTER RECOVERY (UKRAINE, KY FLOODING, HURRICANE IAN, ETC.) WITH A TOTAL ESTIMATED IN-KIND CONTRIBUTION VALUE OF OVER $100,000. MARCH FOR BABIES AND SPECIAL EVENTSFUNDS RAISED AT OUR SPECIAL EVENTS SUPPORT OUR FIGHT TO IMPROVE THE HEALTH OF MOMS AND BABIES. TOGETHER WITH OUR SUPPORTERS, WE RAISED OVER $29.5 MILLION IN OUR BIGGEST ACTIVATION OF THE YEAR, MARCH FOR BABIES, AND MORE THAN $21 MILLION IN OUR SPECIAL EVENTS. 80% OF THAT WENT TOWARD OUR WORK TO ENSURE THAT EVERY FAMILY IS HEALTHY.COLLECTIVE IMPACTMORE THAN 250 CROSS-SECTOR ORGANIZATIONS ACTIVELY WORK WITH US TO TACKLE THE MATERNAL AND INFANT HEALTH CRISIS USING COLLECTIVE IMPACT (CI), A MODEL FOR SOLVING COMPLEX SOCIAL PROBLEMS. LOCALLY, NINE CI COMMUNITIES ACROSS THE COUNTRY FOCUS EFFORTS ON KEY DRIVERS AND ROOT CAUSES OF INFANT MORTALITY, PRETERM BIRTH, MATERNAL MORTALITY, AND SEVERE MATERNAL MORBIDITY, AND IN 2022, REACHED MORE THAN 6,400 PEOPLE.M-BANMARCH OF DIMES FACILITATES THE MOM AND BABY ACTION NETWORK (M-BAN): A CONSORTIUM OF OVER 400 NATIONAL, STATE, AND LOCAL PARTNERS DEDICATED TO ADDRESSING INEQUITIES IN MATERNAL AND INFANT HEALTH THROUGH FIVE SHARED STRATEGIES AND TO IMPROVE MOM AND BABY HEALTH. AS A LEADING M-BAN PARTNER, WE ALSO BUILD PARTNERSHIPS WITH LOCAL PUBLIC AND PRIVATE ORGANIZATIONS IN COMMUNITIES ACROSS THE U.S. TO IMPROVE MOM AND BABY HEALTH. IN TOTAL, 800 ADVOCATES ENGAGED IN A SERIES OF M-BAN LEARNING WEBINARS.EXPLORING SOLUTIONS TOGETHERCOMPASS BY MARCH OF DIMES WE LAUNCHED AN INNOVATIVE NEW MOBILE APP CALLED COMPASS BY MARCH OF DIMES THAT SUPPORTS PARENTS IN THEIR JOURNEY FROM PREGNANCY THROUGH POSTPARTUM BY PROVIDING ANSWERS, RESOURCES, AND COMPASSION AT EVERY STEP. KEY FEATURES INCLUDE JOURNAL AND TRACKERS, A COMMUNITY AND RESOURCE LIBRARY, NICU FAMILY SUPPORT PARTNERS, QUESTIONS TO ASK A CARE PROVIDER, AND MORE.MATERNAL HEALTHCARE PROJECT MATERNAL HEALTH COLLABORATIVE TO ADVANCE RACIAL EQUITY (MATERNAL HEALTHCARE) IS A MULTI-YEAR PUBLIC-PRIVATE PARTNERSHIP BETWEEN THE U.S. DEPARTMENT OF HEALTH AND HUMAN SERVICES (HHS) AND MARCH OF DIMES TO IMPROVE MATERNAL HEALTH OUTCOMES AND ADVANCE EQUITY. THE VISION FOR THIS QUALITY IMPROVEMENT PROJECT IS TO ENSURE THAT EVERY BLACK WOMAN WILL HAVE A SAFE AND RESPECTFUL BIRTH EXPERIENCE WITH ACCESS TO HIGH-QUALITY CARE BEFORE, DURING, AND AFTER PREGNANCY. THIS PROJECT LAUNCHED IN 2021 AND OPERATED IN THREE HOSPITALS IN TWO STATES THROUGHOUT 2022.POSTPARTUM PILOT TO INCREASE ACCESS TO POSTPARTUM EDUCATION AND SUPPORT, MARCH OF DIMES PARTNERED WITH MERCK FOR MOTHERS AND JOHNSON AND JOHNSON TO DEVELOP, TEST, AND EVALUATE CURRICULUM CONTENT AND PROGRAMMATIC STRUCTURE TO ADDRESS THE GAP IN POSTPARTUM EDUCATION, SUPPORT, AND RESOURCES TO MEET MOMS AND THEIR NEEDS IN THE WAY THAT WORKS BEST FOR THEIR LIFESTYLE. THE PILOT WAS OFFERED TO PARTICIPANTS FROM THREE COMMUNITIES (ATLANTA, GA; CHICAGO, IL; AND BIRMINGHAM, AL), AS WELL AS FROM MARCH OF DIMES AFFILIATED NICU PARTNERS AROUND THE COUNTRY. WE EXCEEDED OUR RECRUITMENT GOAL OF 60 PARTICIPANTS WITH A TOTAL OF 69 PARTICIPANTS, MORE THAN HALF OF WHICH WERE MEMBERS OF COMMUNITIES THAT ARE BLACK, INDIGENOUS, AND PEOPLE OF COLOR. INFLUENCERS BY RAISING AWARENESS ABOUT THE ISSUES IMPACTING MOMS AND BABIES, OUR HELPS DRIVE ATTENTION TO AREAS WHERE IT'S NEEDED MOST. OUR 10 CELEBRITY ADVOCATE COUNCIL MEMBERS ARE DEEPLY INVOLVED WITH THE WORK OF MARCH OF DIMES AND DEDICATED TO RAISING AWARENESS ABOUT THE ISSUES IMPACTING MOMS AND BABIES. IN 2022, WE HAD THE ADDITION OF OUR FIRST CELEBRITY MISSION-AFFECTED COUPLE TO THE COUNCIL: ENTREPRENEUR, AUTHOR, AND FORMER OLYMPIC GYMNAST SHAWN JOHNSON EAST AND HER HUSBAND, NFL PLAYER ANDREW EAST. 87526638 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 1 1 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 399 0 1 645 1 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 X 17 17 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AK AR CA CO CT DC FL GA HI IL KS KY ME MD MA MI MN MS NV NH NJ NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI X X CANDICE CHRISTOPHER 5712573148 1550 CRYSTAL DRIVE SUITE 1300 ARLINGTON VA 22202 JUDY L ASCHNER MD TRUSTEE 1.00 0.00 X 0 0 0 GRETCHEN CARLSON TRUSTEE (END 06/22) 1.00 0.00 X 0 0 0 AMY L CASSERI TRUSTEE 1.00 0.00 X 0 0 0 ANDREW J DAHLE TRUSTEE (BEG 12/22) 1.00 0.00 X 0 0 0 PHYLLIS A DENNERY MD TRUSTEE 1.00 0.00 X 0 0 0 WILLIAM A FITZGERALD VICE CHAIR 2.00 0.00 X X 0 0 0 JAY S GREENSPAN MD TRUSTEE 1.00 0.00 X 0 0 0 DOUGLAS D HAWTHORNE TRUSTEE 1.00 0.00 X 0 0 0 SHARON MILLS HIGGINS CHAIR 6.00 0.00 X X 0 0 0 DAVID L LAKEY MD VICE CHAIR 1.00 0.00 X X 0 0 0 TONYA LEWIS LEE TRUSTEE 1.00 0.00 X 0 0 0 JUDETTE LOUIS MD TRUSTEE 1.00 0.00 X 0 0 0 MONICA LUECHTEFELD TRUSTEE (END 06/22) 1.00 0.00 X 0 0 0 JUAN SALGADO-MORALES FACOG MD TRUSTEE (END 06/22) 1.00 0.00 X 0 0 0 SUE SCHICK SECRETARY 3.00 0.00 X X 0 0 0 MUHAMMAD SHAHZAD TREASURER 3.00 0.00 X X 0 0 0 ELLEN STANG MD TRUSTEE 1.00 0.00 X 0 0 0 LORNA STREET TRUSTEE 1.00 0.00 X 0 0 0 BRIAN THOMPSON MD TRUSTEE 1.00 0.00 X 0 0 0 EVERETT B WARD TRUSTEE 1.00 0.00 X 0 0 0 STACEY D STEWART PRESIDENT & CEO (END 12/22) 40.00 0.00 X 607033 0 45310 DAVID C DAMOND SVP, CFO & ASST. TREAS. (END 10/22) 40.00 0.00 X 312391 0 40659 ADRIAN P MOLLO SVP, GEN. COUNSEL & ASST. SECRETARY 40.00 0.00 X 291652 0 45479 FREDERICK A BROGDON SVP & CHIEF OPERATING OFFICER 40.00 0.00 X 316282 0 19494 ZSAKEBA T HENDERSON MD SVP MCH IMP DEP MD OF (END 12/22) 40.00 0.00 X 344981 0 42274 ANDREW S COCCARI JR SVP & CHIEF DEVELOPMENT OFFICER 40.00 0.00 X 299027 0 46557 KELLY ERNST SVP, MARKET IMPACT 40.00 0.00 X 267306 0 43818 CYNTHIA H RAHMAN SVP, CHIEF MARKETING OFFICER 40.00 0.00 X 273976 0 10349 DARLENE R SLAUGHTER VP & CHIEF DIV., INCL. & ENGAGE. OFC 40.00 0.00 X 219698 0 20681 DEIRDRE MALONEY VP, HUMAN RESOURCES 40.00 0.00 X 227467 0 48087 NICHOLAS M DIFRANZA SVP & CHIEF TECH OFFICER 40.00 0.00 X 240895 0 31349 ALISON A SPERA VP, MARKET IMPACT 40.00 0.00 X 217559 0 41230 ROCHELLE S SIEGEL SENIOR EXECUTIVE DIR. MARKET IMPACT 40.00 0.00 X 205130 0 17189 PAUL ZIV VP, ASSOCIATE CHIEF OPERATING OFFICER 40.00 0.00 X 205793 0 8206 4029190 0 460682 122 0 1 0 TRUE NORTH INC 515 MADISON AVENUE STE 8083 NEW YORK NY 10022 ADVERTISING 3068764 DDTV - DIRECT DONOR TV 16900 SCIENCE DRIVE BOWIE MD 20715 DEVELOP & AIR TIME 1707937 EDGE DIRECT LLC PO BOX 840 TULSA OK 741010840 ADVERTISING 1149163 CSM SPORT AND ENTERTAINMENT 8770 GUION ROAD SUITE G INDIANAPOLIS IN 46268 MARKETING 1096000 FORUM ONE COMMUNICATIONS 6140 S GUN CLUB RD K6-153 AURORA CO 80016 DIGITAL SERVICES/SOLUTIONS 919267 39 106461 41882516 10728226 51717360 2377063 104434563 PROGRAM SPONSORSHIP 900099 247741 247741 247741 156769 156769 379211 379211 23314894 24240568 -925674 -925674 -925674 9004298 41882516 9004298 0 88654 122984 -34330 -34330 GRANT REFUNDS 900099 139505 139505 VENDOR REFUNDS 900099 60000 60000 REBATES/REWARDS/SETTLEMENTS 900099 48324 48324 484558 484558 732387 104990667 352916 0 203188 3830132 3830132 2095558 2095558 3246968 2972110 77616 197242 43554994 39868043 1041140 2645811 1252009 583532 401005 267472 5342756 2490132 1711228 1141396 3229984 1505419 1034530 690035 225689 225689 257342 257342 353787 349327 3120 1340 1782719 1782719 181122 181122 13382458 12343235 1039223 3587192 936852 2248882 401458 18553231 11756571 1419012 5377648 3203570 2254799 797124 151647 1794429 1420357 162230 211842 350412 278420 71992 242713 170706 60678 11329 670637 471676 167659 31302 EQUIPMENT AND FURNITURE 3311276 2375564 761309 174403 BAD DEBT 536602 252691 21127 262784 TELECOMMUNICATION 448627 320753 100732 27142 OBSOLETE INVENTORY 1582 1196 3 383 2154153 1249565 410099 494489 113589942 87526638 12192862 13870442 X 17599299 945082 1818008 14836209 4854746 3622282 2857835 3044646 7546454 6556181 534019 525334 1916456 1280483 22221705 19515232 1186561 2706473 57113988 31694266 12328136 22970466 88338195 72400131 8898198 7202698 982155 952441 5366326 3082766 71495833 69705744 86742512 80943649 X -23617639 -40268837 25213322 31725319 1595683 -8543518 88338195 72400131 X -8599275 -7553843 6013917 X 0 1 X 1 1 1 X 138512167 118932931 96801387 100144706 104434563 558825754 138512167 118932931 96801387 100144706 104434563 558825754 558825754 1577753 1243720 3342311 2829005 535980 9528769 10537356 11746380 2160260 3048154 9736685 37228835 605583358 2323185 0.92280 0.92350 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: GAMING ACTIVITIES - 2018 AMOUNT: $ 16,975. 2019 AMOUNT: $ 68,095. 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 0. 2022 AMOUNT: $ 0. FUNDRAISING - 2018 AMOUNT: $ 9,772,328. 2019 AMOUNT: $ 10,928,230. 2020 AMOUNT: $ 1,519,581. 2021 AMOUNT: $ 2,886,564. 2022 AMOUNT: $ 9,004,298. PLEDGE DISCOUNT - 2018 AMOUNT: $ 0. 2019 AMOUNT: $ 239,372. 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 0. 2022 AMOUNT: $ 0. GRANT REFUNDS - 2018 AMOUNT: $ 503,672. 2019 AMOUNT: $ 377,137. 2020 AMOUNT: $ 21,107. 2021 AMOUNT: $ 22,301. 2022 AMOUNT: $ 139,505. ALL OTHER REVENUE - 2018 AMOUNT: $ 244,381. 2019 AMOUNT: $ 133,546. 2020 AMOUNT: $ 619,572. 2021 AMOUNT: $ 139,289. 2022 AMOUNT: $ 592,882. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 1 1 1 39 1 816 1 2779 0 1 8603 1 1797 1 649305 663339 0 PART II-B, LINE 1: AT THE FEDERAL LEVEL AND IN EACH STATE, THE DISTRICT OF COLUMBIA, AND PUERTO RICO, MARCH OF DIMES STAFF AND VOLUNTEERS WORK TO INFLUENCE BOTH LEGISLATIVE AND REGULATORY ACTIVITIES, SERVING AS POWERFUL VOICES FOR THE NEEDS OF PREGNANT WOMEN, INFANTS, CHILDREN, AND FAMILIES. OUR EFFORTS SPAN THE FULL RANGE OF OUR ANNUAL ADVOCACY AND GOVERNMENT AFFAIRS PRIORITIES, INCLUDING: ACCESS TO QUALITY AND AFFORDABLE HEALTH CARE FOR ALL WOMEN, CHILDREN AND FAMILIES; RESEARCH AND SURVEILLANCE IMPACTING THE HEALTH OF MOMS AND INFANTS; PREVENTION AND EDUCATION; AND ISSUES IMPORTANT TO TAX-EXEMPT ORGANIZATIONS. IN EACH OF THESE AREAS, WE BUILD AND MAINTAIN STRONG BIPARTISAN RELATIONSHIPS WITH MEMBERS OF CONGRESS, ADMINISTRATION OFFICIALS, AND STATE GOVERNMENT OFFICIALS. OUR POLICY PRIORITIES ARE GUIDED BY THE NATIONAL BOARD OF TRUSTEES AND APPROVED ANNUALLY. MARCH OF DIMES PARTICIPATES IN HEALTH-RELATED COALITIONS WITH PARTNERS EMBRACING SIMILAR PRIORITIES, AND UTILIZE CONTRACTUAL CONSULTANTS IN KEY STATES TO ASSIST IN MOVING KEY POLICIES FORWARD. WE PROVIDE PUBLIC POLICY RESEARCH THAT IS EVIDENCE BASED TO DEVELOP POLICY POSITION STATEMENTS, FACTSHEETS, ISSUE BRIEFS AND TESTIMONY WHEN SUPPORTING OR OPPOSING SPECIFIC LEGISLATION. WE MAINTAIN A DIGITAL ADVOCACY ACTION CENTER FOR GRASSROOTS EFFORTS THAT ALLOWS VOLUNTEERS TO ENGAGE WITH ELECTED OFFICIALS AT THE FEDERAL AND STATE LEVEL ON KEY MARCH OF DIMES ISSUES. 1848997 -289155 77993 1481849 1651194 24700 270419 97316 1848997 1445798 203000 162276 159880 1651194 1222910 3000 295825 75937 1445798 4604170 -310565 214680 4078925 0.89000 0.11000 0 0 37210 21006 16204 22016530 19494226 2522304 167965 167965 2706473 ASSETS HELD IN TRUST BY OTHERS 9992321 RIGHT OF USE ASSET 12978145 22970466 ACCRUED PENSION & POSTRET. BENEFIT 55671916 LEASE LIABILITY-NON CURRENT 14033828 69705744 X 103705843 -7553843 313239 6013917 -1226687 104932530 181122 -122985 58137 104990667 113845044 313239 313239 113531805 181122 -122985 58137 113589942 PART V, LINE 4: INTENDED USE OF ENDOWMENT MARCH OF DIMES' POLICY IS TO USE THE ENDOWMENT ASSETS TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY THE ENDOWMENT, PRINCIPALLY RESEARCH, WHILE SEEKING TO PROTECT THE ORIGINAL VALUE OF THE GIFT. MARCH OF DIMES FOLLOWS THE NEW YORK PRUDENT MANAGEMENT OF INSTITUTIONAL FUNDS ACT (NYPMIFA). PART X, LINE 2: LIABILITY FOR UNCERTAIN TAX POSITIONS THE ORGANIZATION FOLLOWS GUIDANCE THAT CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, INCLUDING ISSUES RELATED TO FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT. THIS GUIDANCE PROVIDES THAT THE TAX EFFECTS FROM AN UNCERTAIN TAX POSITION CAN ONLY BE RECOGNIZED IN THE FINANCIAL STATEMENTS IF THE POSITION IS "MORE-LIKELY-THAN-NOT" TO BE SUSTAINED IF THE POSITION WERE TO BE CHALLENGED BY A TAXING AUTHORITY. THE ASSESSMENT OF THE TAX POSITION IS BASED SOLELY ON THE TECHNICAL MERITS OF THE POSITION, WITHOUT REGARD TO THE LIKELIHOOD THAT THE TAX POSITION MAY BE CHALLENGED. THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER IRC SECTION 501(C)(3), THOUGH IT IS SUBJECT TO TAX ON INCOME UNRELATED TO ITS EXEMPT PURPOSE, UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE CODE. THE ORGANIZATION HAS PROCESSES PRESENTLY IN PLACE TO ENSURE THE MAINTENANCE OF ITS TAX-EXEMPT STATUS; TO IDENTIFY AND REPORT UNRELATED INCOME; TO DETERMINE ITS FILING AND TAX OBLIGATIONS IN JURISDICTIONS FOR WHICH IT HAS NEXUS; AND TO IDENTIFY AND EVALUATE OTHER MATTERS THAT MAY BE CONSIDERED TAX POSITIONS. THE ORGANIZATION HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART IX, RIGHT-OF-USE ASSETS: THE FINANCIAL ACCOUNTING STANDARDS BOARD ("FASB") IMPLEMENTED A NEW LEASE ACCOUNTING STANDARD THAT BECAME EFFECTIVE IN THE YEAR ENDING JUNE 30, 2021. THIS ACCOUNTING STANDARD WAS EFFECTUATED TO IMPROVE THE TRANSPARENCY SURROUNDING KEY INFORMATION PERTAINING TO AN EXEMPT ORGANIZATION'S LEASING ARRANGEMENTS (AND TO ENSURE THAT ALL ORGANIZATIONS WERE RECORDING THE TRANSACTIONS UNIFORMLY ON THEIR BALANCE SHEETS). PART XI, LINE 2D - OTHER ADJUSTMENTS: PENSION AND POSTRETIREMENT COSTS OTHER THAN NET PERIODIC BENEFIT COSTS 6,013,917. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -122,985. PART XII, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -122,985. 1 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTMAKING RESEARCH & MEDICAL 1990558 MIDDLE EAST AND NORTH AFRICA 0 0 GRANTMAKING RESEARCH & MEDICAL 100000 NORTH AMERICA 0 0 GRANTMAKING COMMUNITY 5000 0 0 0 0 0 0 2095558 0 2095558 EUROPE (INCLUDING ICELAND & GREENLAND) RESEARCH & MEDICAL 1990558 WIRE 0 MIDDLE EAST AND NORTH AFRICA RESEARCH & MEDICAL 100000 WIRE 0 2 0 0 0 0 0 0 0 PART I, LINE 2: GRANT MAKING AND GRANT MONITORING PROCEDURES GRANTEES ARE AWARDED BY COMMITTEES BASED ON VARIOUS FACTORS AND ARE RANKED USING A SCORING SYSTEM. THE COMMITTEE MEMBERS CONSIST PRIMARILY OF VOLUNTEERS WHO ARE QUALIFIED TO EVALUATE THE MERITS OF THE GRANT APPLICATIONS. ONCE SELECTED, GRANTEES ARE REQUIRED TO SUBMIT INTERIM ACCOUNTING REPORTS AS WELL AS A FINAL ACCOUNTING OF ALL EXPENDITURES, DELIVERABLES AND RESULTS, DURING AND 90 DAYS AFTER THE TERMINATION OF THE GRANT. REFER TO THE WEBSITE FOR FURTHER INFORMATION: HTTPS://WWW.MARCHOFDIMES.ORG/RESEARCH/RESEARCH-GRANTS.ASPX# PART I, LINE 3: ACCOUNTING METHOD USED GRANT MAKING IS REPORTED ON THE ACCRUAL METHOD. PART III ACCOUNTING METHOD: X X X X X X X 1 EDGE DIRECT LLC 3030 WATERVIEW AVENUE BALTIMORE MD 21230 FUNDRAISING CONSULTANT 1 22200609 1149163 21051446 INFOCISION MGMT CORP 325 SPRINGSIDE DRIVE AKRON OH 44333 TELEMARKETING SERVICES 1 544610 282229 262381 M&R STRATEGIC SERVICES INC 1101 CONNECTICUT AVE NW SUITE 70 WASHINGTON DC 20036 FUNDRAISING CONSULTANT 1 533114 313727 219387 SHOOT FOR A CURE 1300 VANTAGE COURT CLARKSVILLE TN 37040 FUNDRAISING CONSULTANT 1 500000 37600 462400 23778333 1782719 21995614 AL AK AR CA CO CT DC FL GA HI IL KS KY LA ME MD MA MI MN MO MS NV NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI MARCH/WALK 29752813 24298056 5454757 0 0 2331664 90593 204112 2828388 SPECIAL EVENTS 21134001 17584460 3549541 0 0 2056712 759189 207807 525833 50886814 41882516 9004298 4388376 849782 411919 3354221 9004298 0 SCHEDULE G, PART I, LINE 2B FUNDRAISING ACTIVITIES THE FOLLOWING FUNDRAISING FEE ARRANGEMENTS WERE MADE BETWEEN THOSE FUNDRAISERS LISTED ON SCHEDULE G, PART I AND THE ORGANIZATION: 1. INFOCISION MANAGEMENT CORP - PAID BY THE HOUR AS WELL AS BY THE ACTUAL NUMBER OF DONATIONS RECEIVED. 2. M&R STRATEGIC SERVICES, INC - THE RETAINER THE ORGANIZATION PAYS INCLUDES THE OUTSOURCING OF OUR EMAIL MARKETING PROGRAM AMONG OTHER SERVICES. 3. EDGE DIRECT, LLC (DOING BUSINESS AS BARTON COTTON) - PAID A CONSULTING FEE AS WELL AS A PASS THROUGH ON THE EXPENSES OF POSTAGE, ENVELOPES, AND OTHER MAILING MATERIALS. SCHEDULE G, PART I, LINE 2B EDGE DIRECT, LLC IS A COLLABORATOR THAT HELPS DRIVE THE ORGANIZATION'S DIRECT RESPONSE MARKETING. THE GROSS RECEIPTS REPORTED REPRESENT AN ALLOCABLE PORTION OF THE ORGANIZATION'S TOTAL DIRECT RESPONSE REVENUE. 1 UNIVERSITY OF CALIFORNIA SAN FRANCISCO 490 ILLINOIS STREET FLOOR 10 SAN FRANCISCO CA 94143 946036493 501(C)(3) 901952 0 COMMUNITY CINCINNATI CHILDREN'S HOSPITAL MED CTR 333 BURNET AVENUE CINCINNATI OH 452293039 310833936 501(C)(3) 500000 0 RESEARCH & MEDICAL STANFORD UNIVERSITY SCHOOL OF MEDICINE PO BOX 44253 SAN FRANCISCO CA 941444253 941156365 501(C)(3) 500000 0 COMMUNITY UNIVERSITY OF PENNSYLVANIA 3451 WALNUT STREET P221 FRANKLIN BUILDING PHILADELPHIA PA 191046205 231352685 501(C)(3) 458333 0 COMMUNITY UNIVERSITY OF CHICAGO 6054 S DREXEL AVENUE SUITE 30 CHICAGO IL 60615 362177139 501(C)(3) 250000 0 RESEARCH & MEDICAL NEW YORK PRESBYTERIAN FUND INC 850 THIRD AVENUE 12TH FLOOR NEW YORK NY 10022 133160356 135401 0 COMMUNITY OHIOHEALTH FOUNDATION 3430 OHIOHEALTH PARKWAY 3RD FLOOR COLUMBUS OH 43202 237446919 501(C)(3) 105432 0 COMMUNITY BOSTON MEDICAL CENTER ONE BOSTON MEDICAL CENTER PLACE BOSTON MA 02118 043314093 501(C)(3) 100000 0 RESEARCH & MEDICAL WEILL MEDICAL COLLEGE OF CORNELL UNIVERSITY PO BOX 22371 NEW YORK NY 100872371 131623978 501(C)(3) 100000 0 RESEARCH & MEDICAL DIMENSION HEALTH CORPORATION 901 HARRY S TRUMAN DRIVE N OFFICE H-3-S-210 LARGO MD 20774 521289729 501(C)(3) 88750 0 COMMUNITY HUMC FOUNDATION 343 THORNALL ST 7TH FLOOR EDISON NJ 08837 222339534 501(C)(3) 75000 0 COMMUNITY WOLOMI LLC 1629 K ST NW SUITE 300 WASHINGTON DC 20006 834334414 73000 0 RESEARCH & MEDICAL CARDINAL GLENNON CHILDREN'S HOSPITAL - ST LOUIS 1465 S GRAND BLVD SAINT LOUIS MO 631041095 431754347 509(A)(1) 55000 0 COMMUNITY BANNER HEALTH FOUNDATION 2901 N CENTRAL AVENUE SUITE 160 PHOENIX AZ 85012 942545356 501(C)(3) 52000 0 COMMUNITY YALE UNIVERSITY PO BOX 1873 NEW HAVEN CT 065081873 060646973 501(C)(3) 50000 0 COMMUNITY THE OHIO STATE UNIVERSITY RESEARCH FDN DEPOSITS 1960 KENNY ROAD COLUMBUS OH 43210 316401599 501(C)(3) 48310 0 COMMUNITY CHILDREN'S MEMORIAL HERMANN HOSPITAL 6411 FANNIN ST H8001 HOUSTON TX 77030 741152597 501(C)(3) 46883 0 COMMUNITY SPARTANBURG MEDICAL CENTER 101 E WOOD STREET SPARTANBURG SC 29303 571075649 501(C)(3) 39000 0 RESEARCH & MEDICAL ZETA PHI BETA SORORITY (WASHINGTON DC) 1734 NEW HAMPSHIRE AVENUE NW WASHINGTON DC 20009 530261012 501(C)(7) 38092 0 COMMUNITY ALPHA PHI ALPHA FRATERNITY INC 2313 ST PAUL STREET BALTIMORE MD 21218 362105176 501(C)(7) 28971 0 COMMUNITY SAN ANTONIO BLACK DOULA COLLECTIVE 830 NORTH BLVD UNIVERSITY CITY TX 78148 853528617 501(C)(3) 20000 0 RESEARCH & MEDICAL SOCIETY FOR REPRODUCTIVE INVESTIGATION FOUNDATION 555 EAST WELLS STREET SUITE 1100 MILWAUKEE WI 53202 952293816 501(C)(3) 20000 0 COMMUNITY METRO MOMMY AGENCY LLC 15744 11TH CT NORTH MIAMI BEACH FL 33162 844914023 11406 0 COMMUNITY AMERICAN SOCIETY FOR REPRODUCTIVE IMMUNOLOGY 6524 SW 61ST TERRACE MIAMI FL 33143 133390665 501(C)(3) 10000 0 RESEARCH & MEDICAL BIRTHLAND MIDWIFERY 486 49TH STREET SUITE C OAKLAND CA 94609 843091870 10000 0 COMMUNITY GORDON RESEARCH CONFERENCES 5586 POST ROAD UNIT 2 EAST GREENWICH RI 02818 260150662 501(C)(3) 10000 0 RESEARCH & MEDICAL MELINATED MOMS LLC 142 LAFAYETTE STREET NEWARK NJ 07105 823773816 501(C)(3) 10000 0 COMMUNITY PERINATAL RESEARCH SOCIETY 6431 FANNIN STREET MSB 3113 HOUSTON TX 77030 237122446 501(C)(3) 10000 0 RESEARCH & MEDICAL 21 7 PART I, LINE 2: GRANT MONITORING PROCEDURES GRANTEES ARE AWARDED BY COMMITTEES BASED ON VARIOUS FACTORS AND ARE RANKED USING A SCORING SYSTEM. THE COMMITTEE MEMBERS CONSIST PRIMARILY OF VOLUNTEERS WHO ARE QUALIFIED TO EVALUATE THE MERITS OF THE GRANT APPLICATIONS. ONCE SELECTED, GRANTEES ARE REQUIRED TO SUBMIT INTERIM ACCOUNTING REPORTS AS WELL AS A FINAL ACCOUNTING OF ALL EXPENDITURES, DELIVERABLES AND RESULTS, DURING AND 90 DAYS AFTER THE TERMINATION OF THE GRANT. REFER TO THE WEBSITE FOR FURTHER INFORMATION: HTTPS://WWW.MARCHOFDIMES.ORG/RESEARCH/RESEARCH-GRANTS.ASPX# SELECTION PROCESS FOR MICRO-AWARDS BY THE COLLECTIVE IMPACT: THE LOCAL MIH STAFF PERSON USES THEIR COMMON AGENDA WORK TO DETERMINE WHAT PARTNERS HAVE A ROLE TO PLAY. ONCE THEY HAVE ESTABLISHED THE WORK FLOW AND KNOW WHAT RESOURCES ARE NEEDED THEY CAN PROVIDE SEED FUNDING FOR A PROJECT THAT THEY ARE WORKING TO MOVE FORWARD IN THEIR GEOGRAPHIC AREA. MONITORING FOR MICRO-AWARDS BY THE COLLECTIVE IMPACT: MOD WILL REVIEW THE RECIPIENTS' WRITTEN PROGRESS AND EXPENDITURE REPORTS AND EVALUATE ITS OVERALL SUCCESS. X X X X X 1 0 0 0 0 0 0 1 0 STACEY D STEWART PRESIDENT & CEO (END 12/22) 605201 0 0 0 1832 0 12200 0 33110 0 652343 0 0 0 ZSAKEBA T HENDERSON MD SVP MCH IMP DEP MD OF (END 12/22) 344369 0 0 0 612 0 9709 0 32565 0 387255 0 0 0 DAVID C DAMOND SVP, CFO & ASST. TREAS. (END 10/22) 251950 0 0 0 60441 0 9111 0 31548 0 353050 0 0 0 ANDREW S COCCARI JR SVP & CHIEF DEVELOPMENT OFFICER 297195 0 0 0 1832 0 12200 0 34357 0 345584 0 0 0 ADRIAN P MOLLO SVP, GEN. COUNSEL & ASST. SECRETARY 291013 0 0 0 639 0 11122 0 34357 0 337131 0 0 0 FREDERICK A BROGDON SVP & CHIEF OPERATING OFFICER 315302 0 0 0 980 0 11527 0 7967 0 335776 0 0 0 KELLY ERNST SVP, MARKET IMPACT 266667 0 0 0 639 0 10511 0 33307 0 311124 0 0 0 CYNTHIA H RAHMAN SVP, CHIEF MARKETING OFFICER 273550 0 0 0 426 0 10349 0 0 0 284325 0 0 0 DEIRDRE MALONEY VP, HUMAN RESOURCES 226487 0 0 0 980 0 9630 0 38457 0 275554 0 0 0 NICHOLAS M DIFRANZA SVP & CHIEF TECH OFFICER 240256 0 0 0 639 0 0 0 31349 0 272244 0 0 0 ALISON A SPERA VP, MARKET IMPACT 206620 0 10300 0 639 0 7223 0 34007 0 258789 0 0 0 DARLENE R SLAUGHTER VP & CHIEF DIV., INCL. & ENGAGE. OFC 216926 0 0 0 2772 0 8883 0 11798 0 240379 0 0 0 ROCHELLE S SIEGEL SENIOR EXECUTIVE DIR. MARKET IMPACT 188082 0 9000 0 8048 0 7524 0 9665 0 222319 0 0 0 PAUL ZIV VP, ASSOCIATE CHIEF OPERATING OFFICE 205154 0 0 0 639 0 8206 0 0 0 213999 0 0 0 PART I, LINE 4A SEVERANCE PAYMENTS THE FOLLOWING INDIVIDUALS RECEIVED SEVERANCE PAYMENTS DURING 2022. THE AMOUNT IS INCLUDED IN SCHEDULE J, PART II, COLUMN B(III). DAVID C. DAMOND - $58,991 PART I, LINE 7: NONFIXED PAYMENTS MARCH OF DIMES ESTABLISHES ANNUAL PERFORMANCE GOALS FOR ITS OFFICERS AND KEY EMPLOYEES. IF THE EMPLOYEE ATTAINS THE GOALS WHICH ARE ESTABLISHED FOR THEM, THOSE INDIVIDUALS MAY RECEIVE A PERFORMANCE BONUS. ALL BONUSES ARE CONSIDERED IN EVALUATION OF REASONABLE COMPENSATION FOR DISQUALIFIED PERSONS. X 2318475 FMV X 12 19535 X 10 39053 0 1 1 PART I, COLUMN (B): NONCASH CONTRIBUTIONS OTHER THAN CONTRIBUTIONS OF MARKETABLE SECURITIES AND VEHICLES, NON-CASH ITEMS ARE NOT INCLUDED IN THE FINANCIAL STATEMENTS OF THE ORGANIZATION UNLESS THEY ARE SIGNIFICANT IN AMOUNT. IN 2022, THE ORGANIZATION RECEIVED AUCTION ITEMS, WHICH WERE RECORDED AT ZERO VALUE. PART I, LINE 32B: USE OF THIRD PARTIES CAR DONATION PROGRAM MARCH OF DIMES ACCEPTS DONATIONS OF CARS, BOATS, OR OTHER VEHICLES THROUGH A THIRD PARTY. THE FIRM HANDLES ALL ASPECTS OF THE DONATION FROM INITIAL CONTACT WITH THE DONOR, TRANSFER OF TITLES, AS WELL AS THE PICKUP AND SALE OF THE VEHICLE. THE NUMBER OF CONTRIBUTIONS (RATHER THAN ITEMS) IS REPORTED AT FAIR MARKET VALUE. FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION, CONTINUED: THIS YEAR REFLECTED BROADER INDUSTRY TRENDS IN CHARITBALE CONTRIBUTIONS, WITH SLOWER THAN ANTICIPATED INCREASES IN REVENUE IMPACTING NET OPERATING OUTCOMES. WITH A FOCUS ON OUR MISSION, THE ORGANIZATION HAS SINCE RESPONDED WITH ORGANIZATIONAL CHANGES FOCUSED ON ENSURING LONG-TERM GROWTH, SUSTAINABILITY, AND IMPACT. THE NEED HAS NEVER BEEN GREATER, AND DESPITE THESE SHORT-TERM CHALLENGES WE CONTINUED TO ADVANCE OUR EFFORTS TO REDUCE INFANT AND MATERNAL MORTALITY, AND IMPROVE HEALTH FOR MOMS AND BABIES ACROSS THE COUNTRY. THE FOLLOWING PAGES ARE A POWERFUL REFLECTION OF OUR ACCOMPLISHMENTS MADE POSSIBLE BY OUR STAFF, SUPPORTERS, VOLUNTEERS, AND PARTNERS WHO NEVER WAVERED FROM TAKING ACTION TO DIRECTLY HELP FAMILIES WHO NEEDED US BEFORE, DURING, AND AFTER PREGNANCY. TOGETHER WE CONTINUED INNOVATIVE RESEARCH AT OUR PREMATURITY RESEARCH CENTERS, ADVOCATED NATIONALLY AND LOCALLY TO PUT MOM AND BABY HEALTH AT THE FOREFRONT, DELIVERED PROGRAMS SUCH AS SUPPORTIVE PREGNANCY CARE AND NICU FAMILY SUPPORT, AND DISTRIBUTED ESSENTIAL RESOURCES AND INFORMATION TO IMPROVE THE HEALTH OF FAMILIES. FORM 990, PART VI, SECTION A, LINE 1A BOARD OF TRUSTEES MARCH OF DIMES' BOARD OF TRUSTEES HAVE DELEGATED AUTHORITY TO THE EXECUTIVE COMMITTEE TO ACT ON BEHALF OF THE GOVERNING BODY DURING 2022 AS PROVIDED IN THE ORGANIZATION'S BY-LAWS AND CONSISTENT WITH APPLICABLE LAW. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS' POWER TO ELECT MARCH OF DIMES IS A NEW YORK NONPROFIT CORPORATION WITH ONE CLASS OF MEMBERS. THE MEMBERS OF THE ORGANIZATION HOLD THE AUTHORITY TO ELECT OR APPOINT NEW MEMBERS. THIS CLASS OF MEMBERS IS COEXTENSIVE WITH THE ORGANIZATION'S BOARD OF TRUSTEES, WHICH OPERATES AS THE ORGANIZATION'S GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7A SEE EXPLANATION FOR PART VI, LINE 6. FORM 990, PART VI, SECTION B, LINE 11B REVIEW OF 990 GOVERNING BODY MARCH OF DIMES' IRS FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY THE ORGANIZATION. UPON ITS COMPLETION IT IS THEN REVIEWED BY THE PRESIDENT & CEO, SVP & CHIEF FINANCIAL OFFICER, AND MARCH OF DIMES' AUDIT COMMITTEE OF THE BOARD OF TRUSTEES PRIOR TO FILING WITH THE IRS. THE FINAL FORM 990 IS PROVIDED TO ALL MEMBERS OF THE BOARD PRIOR TO ELECTRONICALLY FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY ANNUALLY MARCH OF DIMES ASKS THEIR BOARD OF TRUSTEES MEMBERS TO REVIEW AND SIGN A CONFLICT OF INTEREST POLICY. EMPLOYEES AGREE AND ARE OBLIGED TO ABIDE BY THE EMPLOYEE HANDBOOK, WHICH HAS POLICIES REGARDING REPORTING AND AVOIDING CONFLICTS OF INTEREST. MARCH OF DIMES' LEGAL COUNSEL DETERMINES WHETHER A CONFLICT EXISTS. LEGAL COUNSEL RESOLVES ISSUES WITH RESPECT TO EMPLOYEES AND ISSUES CONCERNING TRUSTEES ARE RESOLVED BY THE EXECUTIVE COMMITTEE OF THE BOARD (UNLESS THE MATTER IS ELEVATED TO THE FULL BOARD OF TRUSTEES), IN ACCORDANCE WITH THE CONFLICT OF INTEREST POLICY. ANY BOARD MEMBERS WITH A CONFLICT IN A MATTER REQUIRING ACTION BY THE BOARD ARE PROHIBITED FROM PARTICIPATING IN THE BOARD'S DELIBERATIONS OR DECISIONS REGARDING THE MATTER UNDER CONSIDERATION. FORM 990, PART VI, SECTION B, LINE 15 DETERMINATION OF COMPENSATION DETERMINATION OF EXECUTIVE COMPENSATION AT MARCH OF DIMES IS A THREE STAGE PROCESS, DESIGNED TO ENSURE AN INDEPENDENT AND TRANSPARENT APPROACH TO THE REVIEW OF MARCH OF DIMES OFFICERS AND ENSURE THAT THEIR COMPENSATION REFLECTS FAIR MARKET VALUE. THE FIRST STAGE OF THE PROCESS IS PERFORMED BY THE EXECUTIVE COMPENSATION COMMITTEE. THE EXECUTIVE COMPENSATION COMMITTEE WAS ORGANIZED TO CLARIFY AND SIMPLIFY THE COMPENSATION REVIEW PROCESS FOR THE PRESIDENT, STAFF OFFICERS, AND KEY EXECUTIVE MANAGEMENT. THE COMMITTEE IS COMPRISED OF FOUR INDEPENDENT TRUSTEES WHO MEET ANNUALLY TO REVIEW AND DISCUSS THE SALARY RANGES FOR THE PRESIDENT & CEO, STAFF OFFICERS, AND KEY EXECUTIVE MANAGEMENT OF MARCH OF DIMES, INCLUDING MERIT, VARIABLE PAY AND BENEFITS. IT TYPICALLY RECEIVES A BENCHMARKING REPORT FROM AN OUTSIDE CONSULTANT, WHICH COMPARES THE COMPENSATION DATA TO OTHER SIMILAR CHARITIES. THE COMMITTEE THEN MAKES ITS RECOMMENDATIONS TO THE EXECUTIVE COMMITTEE. THE SECOND STAGE OF THE PROCESS IS THE PRESENTATION OF THE EXECUTIVE COMPENSATION COMMITTEE'S FINDINGS AND RECOMMENDATION TO THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE CONSIDERS AND DISCUSSES THE RECOMMENDATIONS, AND THEN TAKES A VOTE ON COMPENSATION. THE THIRD STAGE IS WHEN THE FULL BOARD OF TRUSTEES IS BRIEFED ON THE EXECUTIVE COMMITTEE'S FINDINGS AND CONCLUSIONS. MINUTES ARE TAKEN CONTEMPORANEOUSLY TO RECORD THE DISCUSSION AND CONCLUSIONS REACHED, AND ARE KEPT ON FILE. THIS PROCESS IS IN KEEPING WITH MARCH OF DIMES BY-LAWS AND THE RESPONSIBILITIES OF THE EXECUTIVE COMMITTEE, AND ALSO INTENDED TO COMPORT WITH REGULATIONS ON INTERMEDIATE SANCTIONS PROMULGATED BY THE IRS. FORM 990, PART VI, SECTION C, LINE 19 DISCLOSURES MARCH OF DIMES MAKES ITS ANNUAL REPORT AND IRS FORM 990 ACCESSIBLE VIA OUR WEBSITE, WWW.MARCHOFDIMES.ORG AND UPON REQUEST. FORM 990, PART XI, LINE 9: PENSION AND POSTRETIREMENT COSTS OTHER THAN NET PERIODIC BENEFIT COSTS 6,013,917. ALVERTA SECHRIST PERPETUAL TRUST 200 PARK AVENUE NEW YORK NY 10166 INVESTMENT CA N/A T 1.00000 1 MARGARET WEILER PERPETUAL TRUST 100 N MAIN STREET TH FLOOR WINSTOMSALE NC 27101 INVESTMENT CA N/A T 1.00000 1 CHARITABLE REMAINDER TRUST (1) 4550 LINDEN HILL ROAD SUITE WLIMINGTON DE 19808 INVESTMENT CA N/A T 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0