2022-07-21T14:06:00-05:00 2021-09-30 412024514 SOMMERVILLE & ASSOCIATES PC 3030 MATLOCK RD STE 201 ARLINGTON TX 760152936 990 2020-10-01 751561127 LUPUS FOUNDATION OF AMERICA LONE STAR CHAPTER LUPU 4693740590 14675 MIDWAY ROAD SUITE 201 ADDISON TX 75001 ELIZABETH ROTH CEO 4693740590 2022-07-21 true ELIZABETH ROTH 999009999 ELAINE L SOMMERVILLE CPA P00204458 8177955046 2022-07-21 2020 2022-09-23 18:48:47Z ELIZABETH ROTH 14675 MIDWAY RD STE 201 ADDISON TX 75001 290233 false X WWW.LUPUSLONESTAR.ORG X 1977 TX THE LONE STAR CHAPTER IS A CHAPTER OF THE NATIONAL LUPUS FOUNDATION OF AMERICA AND IS DEDICATED TO IMPROVING THE QUALITY OF LIFE FOR PEOPLE AFFECTED BY LUPUS THROUGH RESEARCH, EDUCATION, SUPPORT AND ADVOCACY. 9 9 3 45 0 187956 273458 875 -2688 41 8593 185268 282967 0 0 206375 206203 0 73478 101116 81938 307491 288141 -122223 -5174 199416 250078 104316 140002 95100 110076 X THE LONE STAR CHAPTER IS A CHAPTER OF THE NATIONAL LUPUS FOUNDATION OF AMERICA AND IS DEDICATED TO IMPROVING THE QUALITY OF LIFE FOR PEOPLE AFFECTED BY LUPUS THROUGH RESEARCH, EDUCATION, SUPPORT AND ADVOCACY. false false 187174 875 THE LUPUS FOUNDATION OF AMERICA LONE STAR CHAPTER IS DEDICATED TO IMPROVING THE QUALITY OF LIFE FOR ALL PEOPLE AFFECTED BY LUPUS THROUGH PROGRAMS OF RESEARCH, EDUCATION, SUPPORT, AND ADVOCACY, SERVING 200 TEXAS COUNTIES, FROM AMARILLO TO TEXARKANA, DALLAS/FORT WORTH, AUSTIN, LUBBOCK, SAN ANTONIO, THE VALLEY, AND EL PASO. IN THE 2020-2021 YEAR, THE ORGANIZATION: RESPONDED TO 1,800 INQUIRIES AND SENT 500 WELCOME PACKETS TO NEWLY DIAGNOSED LUPUS PATIENTS. EDUCATED 1,200 INDIVIDUALS THROUGH 2 VIRTUAL SUPPORT GROUPS, 10 TELECONFERENCES, THE RALLY FOR LUPUS ANNUAL CONFERENCE, AND 2 VIRTUAL WORKSHOPS. THESE PROGRAMS ARE CONDUCTED BY PHYSICIANS AND CERTIFIED VOLUNTEERS. PROVIDED ELECTRONIC NEWSLETTER, "LUPUS NEWS," ISSUED MONTHLY AND DISTRIBUTED TO 25,000 CONSTITUENTS WITH UP-TO-DATE INFORMATION AND NEWS ABOUT LUPUS. CONDUCTED SOCIAL MEDIA OUTREACH WITH REGULAR POSTINGS, INCLUDING FACEBOOK WITH 6,285 FOLLOWERS, TWITTER HAD OVER 1,600 FOLLOWERS, AND INSTAGRAM HAD OVER 750 FOLLOWERS. HELD THE "WALK TO END LUPUS NOW" EVENT IN THREE CITIES: CAR PARADE IN DALLAS/FORT WORTH AND VIRTUAL EVENTS IN AUSTIN AND SAN ANTONIO. THE EVENT PROVIDED LUPUS AWARENESS AND EDUCATION. THE EVENT ALSO PROVIDED IMPORTANT REVENUE TO SUPPORT THE CHAPTER'S PROGRAMS AND SERVICES FREE OF CHARGE TO CONSTITUENTS. THE CHAPTER SERVED OVER 15,000 INDIVIDUALS THROUGH DIRECT SERVICES FUNDED BY THESE EVENTS WITH THE HELP OF MORE THAN 2,400 VOLUNTEER HOURS. THE CHAPTER IS AN ACTIVE MEMBER OF THE TEXAS COALITION OF PATIENTS, THE PATIENT ACCESS FOR A HEALTHY TEXAS COALITION, AND WE WORK FOR HEALTH STATE COALITION. 187174 true true false false false false false false false false true false false true true true true false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false true 1 0 true 3 true false false false false false true true false false false false false false X 9 9 false false false false true false false true true false false true true true true true true true false false AL AR CA CO DC FL GA IL MS MD NH NM NY NC OH OK PA SC TN VA WA NV X X X LIZ ROTH 4693740590 14675 MIDWAY ROAD SUITE 201 ADDISON TX 75001 TESSIE HOLLOWAY CEO 40.00 X 87360 0 0 HOLLY MOTTERAM PRESIDENT/CE 40.00 X 21327 0 1254 DIANA DEFRIES DIRECTOR/SEC 5.00 X X 0 0 0 ASHTON DOUGHERTY DIRECTOR/TRE 5.00 X X 0 0 0 DOLORES ENGLISH DIRECTOR 2.00 X 0 0 0 KRISTY MONTERO DIRECTOR 2.00 X 0 0 0 LEON BEAU PALMER CHAIR/DIRECT 15.00 X X 0 0 0 MARCI PAYNE DIRECTOR 2.00 X 0 0 0 CARMETHIA SANDERS DIRECTOR 2.00 X 0 0 0 MAGGIE WORTHINGTON TARSINOS DIRECTOR/VIC 5.00 X X 0 0 0 CAROLYN TESCHEMACHER DIRECTOR 2.00 X 0 0 0 108687 1254 false false false 44133 229325 273458 RALLY INCOME 900099 875 875 875 77 77 5570 5606 -36 -36 -36 10253 1660 8593 8593 282967 875 8634 105031 68270 10503 26258 69205 44983 6921 17301 21067 13693 2107 5267 10900 7085 1090 2725 10180 6617 1018 2545 5306 2913 448 1945 516 335 52 129 4923 3202 506 1215 7760 5044 776 1940 31103 20217 3110 7776 113 74 11 28 584 380 58 146 89 58 9 22 8519 8519 2346 1525 235 586 6452 4194 645 1613 WALK TO END LUPUS EXPENSE 3982 3982 RESEARCH GRANTS AND AWARD 65 65 288141 187174 27489 73478 58634 55317 80 1280 7714 1534 1303 1564 28418 27537 3227 881 126327 136919 2131 52583 199416 250078 7283 1399 97033 91651 46952 104316 140002 X 73184 92313 21916 17763 95100 110076 199416 250078 -5174 20150 X false true X true false X 338414 435797 382649 187956 273458 1618274 338414 435797 382649 187956 273458 1618274 17882 1600392 1174 77 1251 6915 7593 14508 1275 1275 1635308 1077 0.97860 0.98220 X PART II, LINE 10 OTHER REVENUE 1,275 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 28418 27537 881 881 RIGHT-OF-USE LEASED ASSETS 46952 LIFE INSURANCE CASH SURRENDER VALUE 3500 SECURITY DEPOSIT 1669 OTHER ASSETS 462 52583 RIGHT-OF-USE LEASED LIABILITIES 46952 46952 X 304777 20150 20150 284627 -1660 -1660 282967 289801 1660 1660 288141 288141 SCHEDULE D, PAGE 3, PART X LFA IS A NONPROFIT ORGANIZATION THAT IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AS AN OTHER THAN PRIVATE FOUNDATION, EXCEPT ON NET INCOME DERIVED FROM UNRELATED BUSINESS ACTIVITIES. FOR THE YEARS ENDED SEPTEMBER 30, 2021 AND 2020, LFA HAS NOT CONDUCTED UNRELATED BUSINESS ACTIVITIES THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS TAKEN AS A WHOLE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS INCLUDED IN THE FINANCIAL STATEMENTS. LFA BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. TAX RETURNS OF LFA ARE OPEN TO EXAMINATION BY THE RELEVANT TAXING AUTHORITIES FOR A PERIOD OF THREE YEARS FORM THE DATE THE RETURNS ARE FILED. SCHEDULE D, PAGE 4, PART XI, LINE 4B SPECIAL EVENTS EXPENSES -1,660 SCHEDULE D, PAGE 4, PART XII, LINE 2D SPECIAL EVENTS EXPENSES 1,660 FORM 990, PAGE 2, PART III, LINE 4A THE LUPUS FOUNDATION OF AMERICA LONE STAR CHAPTER IS DEDICATED TO IMPROVING THE QUALITY OF LIFE FOR ALL PEOPLE AFFECTED BY LUPUS THROUGH PROGRAMS OF RESEARCH, EDUCATION, SUPPORT, AND ADVOCACY, SERVING 200 TEXAS COUNTIES, FROM AMARILLO TO TEXARKANA, DALLAS/FORT WORTH, AUSTIN, LUBBOCK, SAN ANTONIO, THE VALLEY, AND EL PASO. IN THE 2020-2021 YEAR, THE ORGANIZATION: RESPONDED TO 1,800 INQUIRIES AND SENT 500 WELCOME PACKETS TO NEWLY DIAGNOSED LUPUS PATIENTS. EDUCATED 1,200 INDIVIDUALS THROUGH 2 VIRTUAL SUPPORT GROUPS, 10 TELECONFERENCES, THE RALLY FOR LUPUS ANNUAL CONFERENCE, AND 2 VIRTUAL WORKSHOPS. THESE PROGRAMS ARE CONDUCTED BY PHYSICIANS AND CERTIFIED VOLUNTEERS. PROVIDED ELECTRONIC NEWSLETTER, "LUPUS NEWS," ISSUED MONTHLY AND DISTRIBUTED TO 25,000 CONSTITUENTS WITH UP-TO-DATE INFORMATION AND NEWS ABOUT LUPUS. CONDUCTED SOCIAL MEDIA OUTREACH WITH REGULAR POSTINGS, INCLUDING FACEBOOK WITH 6,285 FOLLOWERS, TWITTER HAD OVER 1,600 FOLLOWERS, AND INSTAGRAM HAD OVER 750 FOLLOWERS. HELD THE "WALK TO END LUPUS NOW" EVENT IN THREE CITIES: CAR PARADE IN DALLAS/FORT WORTH AND VIRTUAL EVENTS IN AUSTIN AND SAN ANTONIO. THE EVENT PROVIDED LUPUS AWARENESS AND EDUCATION. THE EVENT ALSO PROVIDED IMPORTANT REVENUE TO SUPPORT THE CHAPTER'S PROGRAMS AND SERVICES FREE OF CHARGE TO CONSTITUENTS. THE CHAPTER SERVED OVER 15,000 INDIVIDUALS THROUGH DIRECT SERVICES FUNDED BY THESE EVENTS WITH THE HELP OF MORE THAN 2,400 VOLUNTEER HOURS. THE CHAPTER IS AN ACTIVE MEMBER OF THE TEXAS COALITION OF PATIENTS, THE PATIENT ACCESS FOR A HEALTHY TEXAS COALITION, AND WE WORK FOR HEALTH STATE COALITION. FORM 990, PAGE 6, PART VI, LINE 6 THE ORGANIZATION HAS MEMBERS THAT DON'T HAVE VOTING RIGHTS. FORM 990, PAGE 6, PART VI, LINE 11B THE FORM 990 IS PREPARED BY A THIRD PARTY CPA WHO PROVIDES THE RETURN TO THE ORGANIZATION FOR REVIEW. THE FORM 990 IS REVIEWED BY THE TREASURER, THE PAST CEO, AND THE BOARD PRESIDENT. THE FORM 990 IS THEN SUBMITTED TO THE BOARD OF DIRECTORS FOR REVIEW, COMMENTS AND QUESTIONS. UPON RECEIVING APPROVAL, THE CPA FIRM PROCESSES THE RETURN FOR SIGNATURE AND PROVIDES IT TO THE ORGANIZATION FOR SIGNATURE. THE RETURN IS ELECTRONICALLY FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PAGE 6, PART VI, LINE 12C THE CONFLICT OF INTEREST POLICY COVERS THE DIRECTORS, OFFICERS, AND COMMITTEE MEMBERS WITH BOARD DELEGATED POWERS. AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF A FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS CONSIDERING THE PROPOSED TRANSACTION. AFTER DISCLOSURE THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. THE INTERESTED PERSON SHALL LEAVE THE MEETING DURING THE DISCUSSION OF AND THE VOTE ON THE TRANSACTION. FORM 990, PAGE 6, PART VI, LINE 15A THE PRESIDENT/CEO IS EVALUATED EVERY QUARTER BY AN EXECUTIVE COMMITTEE AND ANNUALLY BY THREE INDEPENDENT MEMBERS OF THE BOARD FOR A FORMAL EVALUATION. THE BOARD LOOKS TO THE NATIONAL OFFICE AND THE 19 OTHER CHAPTERS FOR RECOMMENDATIONS ON SETTING THE SALARY OF THE PRESIDENT. FORM 990, PAGE 6, PART VI, LINE 17 NORTH CAROLINA, OHIO, OKLAHOMA, PENNSYLVANIA, SOUTH CAROLINA, TENNESSEE, VIRGINIA, WASHINGTON, NEVADA FORM 990, PAGE 6, PART VI, LINE 19 THE CONFLICT OF INTEREST POLICY, GOVERNING DOCUMENTS, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.