MACULAR DEGENERATION ASSOCIATION: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
MACULAR DEGENERATION ASSOCIATION (EIN 27-3025707)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-03-14
IRS object ID
202240739349300029
Schema version
2021v4.1
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

FieldValueIRS element (for citing)
Return2022-03-14T11:42:42-04:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN260236956PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Linda Patterson CPA PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15732 Whistlewood CircleAddressLine1Txt
CitySarasotaCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34232ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN273025707EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Macular Degeneration AssociationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMACUBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line15969 Cattleridge Blvd STE 100AddressLine1Txt
CitySarasotaCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34232ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLawrence HoffheimerPersonNm
Person TitlePresidentPersonTitleTxt
Phone9418704438PhoneNum
Signature2022-02-26SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstLawrencePersonFirstNm
Person LastHoffheimerPersonLastNm

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLinda PattersonPreparerPersonNm
PTINP00543037PTIN
Phone9412371040PhoneNum
Preparation2022-03-14PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
OOB Security Verification00OOBSecurityVerificationCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerLawrence HoffheimerPrincipalOfficerNm
Gross Receipts$2,726,888GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.macularhope.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2010FormationYr
Legal Domicile StateFLLegalDomicileStateCd
Activity Or MissionThe mission of Macular Degeneration Association is to find a cure for macular degeneration. We disseminate research findings and perform educational programs to help those affected by this disease.ActivityOrMissionDesc
Voting Members Governing Body4VotingMembersGoverningBodyCnt
Voting Members Independent1VotingMembersIndependentCnt
Total Employee7TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$2,026,061PYContributionsGrantsAmt
CY Contributions Grants$2,520,862CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$25,803PYInvestmentIncomeAmt
CY Investment Income$61,207CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$2,051,864PYTotalRevenueAmt
CY Total Revenue$2,582,069CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$541,867PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$527,558CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$38,751PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$49,630CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$373,871CYTotalFundraisingExpenseAmt
PY Other Expenses$986,224PYOtherExpensesAmt
CY Other Expenses$1,197,935CYOtherExpensesAmt
PY Total Expenses$1,566,842PYTotalExpensesAmt
CY Total Expenses$1,775,123CYTotalExpensesAmt
PY Revenues Less Expenses$485,022PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$806,946CYRevenuesLessExpensesAmt
Total Assets BOY$3,421,374TotalAssetsBOYAmt
Total Assets EOY$4,711,688TotalAssetsEOYAmt
Total Liabilities BOY$131,925TotalLiabilitiesBOYAmt
Total Liabilities EOY$123,209TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$3,289,449NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$4,588,479NetAssetsOrFundBalancesEOYAmt
MissionThe mission of Macular Degeneration Association is to find a cure for macular degeneration. We disseminate research findings and perform educational programs to help those affected by this disease.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$366,043ExpenseAmt
DescMacular Degeneration Association has created a state of the art website to provide an extensive number of resources and information to help those affected by macular degeneration and additional diseases that can affect macular degeneration. The website includes educational videos and blogs that are poduced for patients, family members and caregivers. The website is ADA compliant and is accessible to people with vision disabilities. There is also a feature for those that speak Sapnish to convert English to Spanish. We continue to include up to date information on all eye diseases, new treatments and research. Our user friendly website provides the user with friendly navigation, accessibility tools and information for patients, professionals, caregivers and families. This website has an average 669,000 hits annually.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$366,042ExpenseAmt
DescThe Macular Degeneration Association has created educational in-person programs and virtual educational programs for those that cannot come to a live program. These programs not only provide information for the person that has been affected by macular degeneration or diabetic macular edema but will bring precautionary measures to their family members and helpful information for caregivers. All programs feature experts in the field of retina or optometry, providing information about risk factors, genetic predisposition, proper diagnosis, new treatment options, research information, clinical trials and new drug advances. Participants are given a chance to interact with the doctor and ask questions.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$366,042ExpenseAmt
DescThe Macular Degeneration Association produces newsletters quarterly. The information provided is for those that have age-related macular degeneration, diabetic eye disease, glaucoma and cataracts. The newsletter provides educational information, new research, new drug therapies and clinical trials and treatments. The newsletters go out to 50,000 doctors, patients, families and caregivers. Brochures were designed and provided to doctors to help their patients navigate macular degeneration and find resources that can help. We have a very robust social media following including 17,081 followers on Facebook, 7,637 on Twitter, 591 on Linked in and 610 on Pinterest.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$1,098,127TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingYes (true)ProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
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Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document13IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee7EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindtrueForm8899Filedind
Form1098 C FiledYes (true)Form1098CFiledInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members4GoverningBodyVotingMembersCnt
Independent Voting Member1IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesfalseMinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
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Own WebsiteYes (X)OwnWebsiteInd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonLinda PattersonPersonNm
Phone9418704438PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15969 Cattleridge BlvdAddressLine1Txt
CitySarasotaCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34232ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (5 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
Lawrence Hoffheimer
President20.0025.00Yes (X)Yes (X)$100,000$81,000$12,024
Donna Auger
Director40.001.00Yes (X)$144,000$0$0
Linda Patterson
Treasurer20.0023.00Yes (X)Yes (X)$70,000$70,000$0
Dustin Tenney
Employee0.000.00$71,300$42,820$8,944Yes (X)
Amy Carroll
Secretary2.002.00Yes (X)Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$385,300TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$193,820TotReportableCompRltdOrgAmt
Total Other Compensation$20,968TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

FieldValueIRS element (for citing)
PersonDirectMailcomPersonNm

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line15540 Ketch RoadAddressLine1Txt
CityPrince FrederickCityNm
State AbbreviationMDStateAbbreviationCd
ZIP20678ZIPCd
FieldValueIRS element (for citing)
ServicesDirect Mail ServicServicesDesc
Compensation$625,492CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
Government Grants$135,175GovernmentGrantsAmt
All Other Contributions$2,385,687AllOtherContributionsAmt
Total Contributions$2,520,862TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$61,390TotalRevenueColumnAmt
Related Or Exempt Func Income$61,390RelatedOrExemptFuncIncomeAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$144,636SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$144,819SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$183SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$183TotalRevenueColumnAmt
Related Or Exempt Func Income-$183RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,582,069TotalRevenueColumnAmt
Related Or Exempt Func Income$61,207RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$313,400TotalAmt
Program Services$194,000ProgramServicesAmt
Management And General$119,400ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$175,645TotalAmt
Program Services$144,323ProgramServicesAmt
Management And General$31,322ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$38,513TotalAmt
Program Services$26,616ProgramServicesAmt
Management And General$11,897ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$1,575TotalAmt
Management And General$1,575ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$7,697TotalAmt
Management And General$7,697ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$49,630TotalAmt
Fundraising$49,630FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$33,669TotalAmt
Management And General$33,669ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$232,796TotalAmt
Program Services$225,481ProgramServicesAmt
Management And General$1,330ManagementAndGeneralAmt
Fundraising$5,985FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$6,729TotalAmt
Program Services$6,729ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$31,583TotalAmt
Program Services$25,266ProgramServicesAmt
Management And General$5,685ManagementAndGeneralAmt
Fundraising$632FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$71,115TotalAmt
Program Services$56,892ProgramServicesAmt
Management And General$12,801ManagementAndGeneralAmt
Fundraising$1,422FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$1,082TotalAmt
Program Services$1,082ProgramServicesAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Paper & Postage$331,669$149,251$33,167$149,251
Direct Mailings$369,384$166,223$36,938$166,223
Program Services$80,908$80,908
Telephone & Internet$4,861$3,889$875$97

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$24,867TotalAmt
Program Services$17,467ProgramServicesAmt
Management And General$6,769ManagementAndGeneralAmt
Fundraising$631FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,775,123TotalAmt
Program Services$1,098,127ProgramServicesAmt
Management And General$303,125ManagementAndGeneralAmt
Fundraising$373,871FundraisingAmt
FieldValueIRS element (for citing)
Joint CostsYes (X)JointCostsInd

Total Joint Costs TotalJointCostsGrp

FieldValueIRS element (for citing)
Total$763,983TotalAmt
Program Services$321,459ProgramServicesAmt
Management And General$71,435ManagementAndGeneralAmt
Fundraising$371,089FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$445,801BOYAmt
EOY$719,480EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
EOY$10,210EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$16,749BOYAmt
EOY$2,957EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$22,030LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$15,775LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$7,337BOYAmt
EOY$6,255EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$2,951,487BOYAmt
EOY$3,972,786EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$3,421,374BOYAmt
EOY$4,711,688EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$75,211BOYAmt
EOY$123,209EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$56,714BOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$131,925BOYAmt
EOY$123,209EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,289,449BOYAmt
EOY$4,588,479EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,289,449BOYAmt
EOY$4,588,479EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,421,374BOYAmt
EOY$4,711,688EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$806,946ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$492,084NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteefalseAuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,248,490CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,466,966CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,341,015CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,026,061CurrentTaxYearMinus1YearAmt
Current Tax Year$2,385,688CurrentTaxYearAmt
Total$10,468,220TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,248,490CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,466,966CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,341,015CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,026,061CurrentTaxYearMinus1YearAmt
Current Tax Year$2,385,688CurrentTaxYearAmt
Total$10,468,220TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$1,024,462SubstantialContributorsTotAmt
Public Support Total170$9,443,758PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$27,184CurrentTaxYearMinus1YearAmt
Current Tax Year$61,553CurrentTaxYearAmt
Total$88,737TotalAmt
FieldValueIRS element (for citing)
Total Support$10,556,957TotalSupportAmt
Public Support CY1700.89460PublicSupportCY170Pct
Public Support PY1700.88330PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$22,030OtherCostOrOtherBasisAmt
Depreciation$15,775DepreciationAmt
Book Value$6,255BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$6,255TotalBookValueLandBuildingsAmt
Total Rev Etc Audited Fincl Stmt$3,074,153TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$492,084NetUnrealizedGainsInvstAmt
Revenue Not Reported$492,084RevenueNotReportedAmt
Revenue Subtotal$2,582,069RevenueSubtotalAmt
Total Revenue Per Form990$2,582,069TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,775,123TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$1,775,123ExpensesSubtotalAmt
Total Expenses Per Form990$1,775,123TotalExpensesPerForm990Amt

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Agrmt Prof Fundraising ActyYes (true)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp (4 entries)

ActivityActivityTxtFundraiser Control Of FundsFundraiserControlOfFundsIndGross ReceiptsGrossReceiptsAmtRetained By ContractorRetainedByContractorAmtNet To OrganizationNetToOrganizationAmt
DirectMailcom
Direct Mail Managementfalse$1,899,298$652,152$1,247,146
Data Management Inc
Data Managementfalse$68,659$23,575$45,084
Direct Mail Processors Inc
LockboxYes (true)$58,765$20,178$38,587
Response Development Corporation
Agency Servicesfalse$65,528$22,500$43,028
FieldValueIRS element (for citing)
Total Gross Receipts$2,092,250TotalGrossReceiptsAmt
Total Retained By Contractors$718,405TotalRetainedByContractorsAmt
Total Net To Organization$1,373,845TotalNetToOrganizationAmt
All StatesAll StatesAllStatesCd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceFundraiser custody or control of funds (Part I, line 2b (iii))FormAndLineReferenceDesc
ExplanationDirect Mail Processors Inc receives funds and processes the deposits.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonLawrence HoffheimerPersonNm
TitlePresidentTitleTxt
Base Compensation Filing Org$66,000BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$66,000CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$34,000BonusFilingOrganizationAmount
Bonus Related Organizations$15,000BonusRelatedOrganizationsAmt
Nontaxable Benefits Rltd Orgs$12,024NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$100,000TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$93,024TotalCompensationRltdOrgsAmt

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

FieldValueIRS element (for citing)
PersonJoanna HoffheimerPersonNm
FieldValueIRS element (for citing)
Relationship DescriptionFamily member of CEORelationshipDescriptionTxt
Transaction$28,150TransactionAmt
TransactionEmployee processes state registrationsTransactionDesc
Sharing Of RevenuesfalseSharingOfRevenuesInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Officer directors etc family relationship Part VI line 2Lawrence Hoffheimer and Amy Carroll are related family members.
Committee meeting documentation Part VI line 8bNo committee meetings were held.
Form 990 governing body review Part VI line 11All members of the board reviewed the tax return prior to submission to the Internal Revenue Service.
Conflict of interest policy compliance Part VI line 12cOfficers must sign annual disclosure statement disclosing conflicts of interest.
CEO executive director top management comp Part VI line 15aExecutive Compensation was compared to other entities reported on their Form 990s.
Other officer or key employee compensation Part VI line 15bCompensation is reviewed annually and approved by the Board.
Governing documents etc available to public Part VI line 19Available upon request.
List of other fees for services expenses Part IX line 11gCopywriting 5,985 1,380 5,985Speaker Honoraria 19,500Medical Directors 199,996
General explanation attachmentPart IV, Schedule C, Line 17 All states recieve copies of Form 990.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1Parkinson Research Foundation IncBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line15969 Cattleridge Blvd Suite 100AddressLine1Txt
CitySarasotaCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34232ZIPCd
FieldValueIRS element (for citing)
EIN200205035EIN
Primary ActivitiesParkinson Disease - Research EducationPrimaryActivitiesTxt
Legal Domicile StateFLLegalDomicileStateCd
Exempt Code Section501c3ExemptCodeSectionTxt
Public Charity Status10PublicCharityStatusTxt
Direct Controlling NAN/ADirectControllingNACd
Controlled OrganizationfalseControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (true)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

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