COPD FOUNDATION INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- COPD FOUNDATION INC (EIN 20-1048322)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2021-11-22
- IRS object ID
- 202113269349300311
- Schema version
- 2020v4.1
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-22T13:26:06-06:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 650715836 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ZOMMA GROUP LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 355 ALHAMBRA CIRCLE SUITE 1100 | AddressLine1Txt |
| City | CORAL GABLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33134 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201048322 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COPD FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COPD | BusinessNameControlTxt |
| Phone | 8667312673 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3300 PONCE DE LEON BLVD | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33134 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SASHA LAVIN | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 8667312673 | PhoneNum |
| Signature | 2021-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SASHA | PersonFirstNm |
| Person Last | LAVIN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARGARITA G LISKER CPA | PreparerPersonNm |
| PTIN | P00957338 | PTIN |
| Phone | 3054448288 | PhoneNum |
| Preparation | 2021-11-16 | PreparationDt |
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 | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | RUTH TAL-SINGER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3300 PONCE DE LEON BLVD | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33134 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $11,911,733 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.COPDFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2004 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O.COPD'S MISSION IS TO SPEED INNOVATIONS WHICH WILL MAKE TREATMENT MORE EFFECTIVE AND AFFORDABLE, TO UNDERTAKE INITIATIVES THAT RESULT IN EXPANDED SERVICES FOR COPD PATIENTS, AND IMPROVE THE LIVES OF PATIENTS WITH COPD AND RELATED DISORDERS (THROUGH SCIENTIFIC RESEARCH, EDUCATION & AWARENESS) THAT WILL LEAD TO PREVENTION AND A STOP IN THE PROGRESSION OF COPD. THE ORGANIZATION'S ACTIVITIES FOCUS ON ACHIEVING THESE RESULTS THROUGH RESEARCH, EDUCATION AND ADVOCACY PROGRAMS THAT WILL LEAD TO PREVENTION AND SOMEDAY, A CURE FOR THE DISEASE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 33 | TotalEmployeeCnt |
| Total Volunteers | 301 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $8,749,406 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,102,975 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $93,175 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $100,400 | CYProgramServiceRevenueAmt |
| PY Investment Income | $215,839 | PYInvestmentIncomeAmt |
| CY Investment Income | $293,300 | CYInvestmentIncomeAmt |
| PY Other Revenue | $375,164 | PYOtherRevenueAmt |
| CY Other Revenue | $476,980 | CYOtherRevenueAmt |
| PY Total Revenue | $9,433,584 | PYTotalRevenueAmt |
| CY Total Revenue | $8,973,655 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $789,670 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $200,596 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,219,372 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,140,171 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $797,183 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,885,207 | PYOtherExpensesAmt |
| CY Other Expenses | $5,175,950 | CYOtherExpensesAmt |
| PY Total Expenses | $8,894,249 | PYTotalExpensesAmt |
| CY Total Expenses | $8,516,717 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $539,335 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $456,938 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $10,533,837 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,791,127 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,002,703 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,814,685 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,531,134 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $7,976,442 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE COPD FOUNDATION WAS ESTABLISHED TO IMPROVE THE LIVES OF PEOPLE WITH COPD, BRONCHIECTASIS, AND NONTUBERCULOUS MYCOBACTERIAL (NTM) LUNG DISEASE THROUGH INITIATIVES THAT EXPAND SERVICES AND SPEED INNOVATIONS WHICH WILL MAKE TREATMENT MORE EFFECTIVE AND AFFORDABLE.WE DO THIS THROUGH SCIENTIFIC RESEARCH, EDUCATION, ADVOCACY, AND AWARENESS WITH THE GOAL OF DISEASE PREVENTION, SLOWED PROGRESSION, AND ULTIMATELY A CURE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $5,334,236 | ExpenseAmt |
| Grant | $200,596 | GrantAmt |
| Revenue | $1,381,758 | RevenueAmt |
| Desc | RESEARCH & MEDICALTHE COPD360 UNIQUE RESEARCH AND THERAPEUTICS DEVELOPMENT PLATFORM INCLUDES MULTIPLE ELEMENTS SUCH AS TWO PATIENT REGISTRIES, COPD PATIENT POWERED RESEARCH NETWORK (COPD PPRN) AND THE BRONCHIECTASIS AND NTM RESEARCH REGISTRY (BRR), TWO INTERACTIVE MODERATED SOCIAL PLATFORMS ENGAGING OVER 60,000 INDIVIDUALS GLOBALLY, COPD360SOCIAL AND BRONCHANDNTM360SOCIAL, AND THE RECENTLY LAUNCHED DIGITAL AND THERAPEUTICS NETWORK, COPD360NET THAT SUPPORTS THE DEVELOPMENT AND ADOPTION OF NOVEL DIGITAL HEALTH TOOLS, MEDICAL DEVICES AND THERAPEUTICS THAT TREAT COPD, BRONCHIECTASIS, AND NONTUBERCULOUS MYCOBACTERIAL (NTM) LUNG DISEASE.IN ORDER TO ADVANCE THE DEVELOPMENT OF NEW MEDICINES, OR THE REPURPOSING OF EXISTING DRUGS, A NEW APPROACH IS NEEDED. IN ADDITION, COPD360NET IS FOCUSED ON IMPLEMENTATION SCIENCE FACILITATING DISCOVERY TO DELIVERY.COVID-19 RELATED RESEARCHAT THE ONSET OF THE COVID-19 PANDEMIC, WE FOCUSED ON LISTENING TO OUR COMMUNITY AND PROVIDING PEOPLE WITH ACCURATE, TIMELY, AND TRUSTED INFORMATION. WE LAUNCHED A SERIES OF GLOBAL SURVEYS TO CAPTURE THE EXPERIENCES OF HEALTH CARE PROVIDERS AND PEOPLE LIVING WITH COPD, BRONCHIECTASIS, ALPHA-1 ANTITRYPSIN DEFICIENCY, AND NTM LUNG INFECTIONS DURING THE COVID-19 PANDEMIC. AN IMPORTANT INSIGHT FROM THIS SURVEY SERIES WAS THE INCREASED IMPORTANCE AND RELIANCE ON TELEMEDICINE AND VIRTUAL PLATFORMS TO CONNECT WITH EACH OTHER, HEALTH CARE PROFESSIONALS, AND HEALTH AND WELLNESS PROGRAMS. BRONCHIECTASISANDNTM360 ADDRESSES THE UNMET NEEDS OF THE BRONCHIECTASIS AND NONTUBERCULOUS MYCOBACTERIA (NTM) COMMUNITIES. THE 360 FRAMEWORK OFFERS A GLOBAL ONLINE PLATFORM FOR COMMUNITY MEMBERS TO CONNECT AND INTERACT, EDUCATIONAL RESOURCES FOR PATIENTS, AND RESEARCH PROGRAMS MEANT TO ASSIST IN ACCELERATING THERAPEUTIC SOLUTIONS AND CURES FOR BOTH, BRONCHIECTASIS AND NTM. WE ARE FORTUNATE TO BE ABLE TO WORK COLLABORATIVELY AMONG ALL STAKEHOLDER GROUPS INCLUDING PATIENTS, CAREGIVERS, HEALTH CARE PROVIDERS, PHARMACEUTICAL COMPANIES, AND DEVICE MANUFACTURERS TO OFFER PROGRAMS CRITICAL TO OUR COMMON MISSION. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $718,447 | ExpenseAmt |
| Desc | PUBLIC & PROFESSIONAL EDUCATIONTHE COPD FOUNDATION ENSURES THAT EVIDENCE-BASED, CURRENT EDUCATION CONTINUES TO BE AVAILABLE TO ALL STAKEHOLDERS, INCLUDING PATIENTS, CAREGIVERS, AND HEALTH CARE PROVIDERS. WHILE COVID-19 WAS A PRIMARY FOCUS OF OUR FY21 EDUCATION, OUR COMMUNITY ALSO EXPRESSED THE NEED TO ADDRESS OTHER CRITICALLY IMPORTANT ISSUES, SUCH AS COPING WITH A DIAGNOSIS AND STRESS, NUTRITION, EXERCISE, DEVICE TECHNIQUE, AND MANY MORE. TO THAT END, WE BOTH UPDATED OUR EXISTING LIBRARY AND DEVELOPED NEW PRINT, VIDEO, ONLINE, AND PODCAST EDUCATIONAL CONTENT. WE ALSO BEGAN TRANSLATING THESE TO SPANISH TO IMPROVE THE ACCESSIBILITY OF OUR CONTENT. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $477,985 | ExpenseAmt |
| Desc | COMMUNITYTHE COPD360 COMMUNITY ENGAGEMENT COMMITTEE (COPD360CENCO), A DIVERSE PATIENTS AND CAREGIVERS COMMITTEE, WAS CREATED IN SEPTEMBER 2020 TO PROVIDE THE VOICE OF PATIENTS AND CAREGIVERS TO ALL OF THE COPD FOUNDATION'S EFFORTS, AND TO SUPPORT ITS INTERACTIONS WITH OTHER HEALTH CARE AND ADVOCACY ORGANIZATIONS. THE STRUCTURE FOR THE COPD360CENCO SUPPORTS THE DEVELOPMENT OF COPD360NET, WHILE ENHANCING THE COPD FOUNDATION'S REGULAR PRACTICE OF ENGAGING INDIVIDUALS WITH COPD, THEIR CAREGIVERS, AND FAMILIES. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $388,946 | ExpenseAmt |
| Desc | POLICY & ADVOCACYTHE COPD FOUNDATION COMMUNITY WORKS WITH LOCAL, STATE, AND FEDERAL POLICY MAKERS TO INCREASE RESEARCH FUNDING, IMPROVE CARE DELIVERY, PROTECT ACCESS TO TREATMENTS, AND CREATE POLICY THAT IMPROVES THE LIVES OF THOSE WITH COPD, BRONCHIECTASIS AND NONTUBERCULOUS MYCOBACTERIAL (NTM) LUNG DISEASE. THE COPD FOUNDATION IS FOCUSING ITS 2021 ADVOCACY AND PUBLIC POLICY ACTIVITIES ON THREE MAIN AREAS:1. ACCESS TO SAFE, EFFECTIVE AND AFFORDABLE OXYGEN THERAPY2. ACCESS TO EFFECTIVE, AFFORDABLE PULMONARY REHABILITATION (IN PERSON OR VIA TELEHEALTH)3. IMPROVEMENT IN THE REGULATORY PROCESS OF QUALIFYING DRUG DEVELOPMENT TOOLS TO SUPPORT THE DEVELOPMENT OF NEW TREATMENTS FOR CHRONIC LUNG CONDITIONSIN FY21, WE FOCUSED OUR ADVOCACY STRATEGY ON THREE KEY AREAS: IMPROVED ACCESS TO AND REIMBURSEMENT OF PULMONARY REHABILITATION, SAFE AND EFFICIENT DELIVERY OF OXYGEN THERAPY, AND IMPROVED ACCEPTANCE OF NEW DRUG DEVELOPMENT TOOLS. OUR VIRTUAL IMPACT 2020 ADVOCACY EVENT DREW MORE THAN 50 ADVOCATES FROM AROUND THE UNITED STATES TO PARTICIPATE IN WORKSHOPS AND CALLS WITH THEIR ELECTED REPRESENTATIVES. PUBLICATIONSBOYCE, DANIELLE M ET AL. "NEW ADOPTERS OF TELEMEDICINE DURING THE CORONAVIRUS-19 PANDEMIC IN RESPONDENTS TO AN ONLINE COMMUNITY SURVEY: THE CASE FOR ACCESS TO REMOTE MANAGEMENT TOOLS FOR INDIVIDUALS WITH CHRONIC OBSTRUCTIVE PULMONARY DISEASE." CHRONIC OBSTRUCTIVE PULMONARY DISEASES (MIAMI, FLA.) VOL. 8,2 (2021): 213-218. DOI:10.15326/JCOPDF.2020.0181PRAVOSUD, VIRA ET AL. "SYMPTOM BURDEN AND MEDICATION USE AMONG PATIENTS WITH NONTUBERCULOUS MYCOBACTERIAL LUNG DISEASE." CHRONIC OBSTRUCTIVE PULMONARY DISEASES (MIAMI, FLA.) VOL. 8,2 (2021): 243-254. DOI:10.15326/JCOPDF.2020.0184PASQUALE, CARA B ET AL. "SELF-REPORTED COPD MEDICATION USE AND ADHERENCE IN THE COPD FOUNDATION PATIENT- POWERED REGISTRY NETWORK." CHRONIC OBSTRUCTIVE PULMONARY DISEASES (MIAMI, FLA.), 10.15326/JCOPDF.2021.0252. 8 SEP. 2021, DOI:10.15326/JCOPDF.2021.0252MCSHANE, PAMELA J ET AL. "GLOBAL ATTITUDES OF HEALTH CARE PROVIDERS ABOUT AEROSOLIZED AIRWAY CLEARANCE THERAPY IN BRONCHIECTASIS PATIENTS DURING THE CORONAVIRUS DISEASE 2019 PANDEMIC." CHRONIC OBSTRUCTIVE PULMONARY DISEASES (MIAMI, FLA.) VOL. 8,3 (2021): 319-325. DOI:10.15326/JCOPDF.2021.0214CHOATE, RADMILA ET AL. "THE BURDEN OF COUGH AND PHLEGM IN PEOPLE WITH COPD: A COPD PATIENT-POWERED RESEARCH NETWORK STUDY." CHRONIC OBSTRUCTIVE PULMONARY DISEASES (MIAMI, FLA.) VOL. 7,1 (2020): 49-59. DOI:10.15326/JCOPDF.7.1.2019.0146MCCREARY, GRETCHEN ET AL. "PATIENT-DRIVEN RESEARCH AGENDA: WHAT NEEDS TO BE STUDIED IN THOSE LIVING WITH COPD DURING THE CORONAVIRUS DISEASE 2019 PANDEMIC." CHRONIC OBSTRUCTIVE PULMONARY DISEASES (MIAMI, FLA.) VOL. 8,3 (2021): 314-318. DOI:10.15326/JCOPDF.2021.0203TAL-SINGER, RUTH ET AL. "THE COPD FOUNDATION CORONAVIRUS DISEASE 2019 INTERNATIONAL MEDICAL EXPERTS SURVEY: RESULTS." CHRONIC OBSTRUCTIVE PULMONARY DISEASES (MIAMI, FLA.) VOL. 7,3 (2020): 139-146. DOI:10.15326/JCOPDF.7.3.2020.0164 | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $388,946 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $6,919,614 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | 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 | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | 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 | 56 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 33 | 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 | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| 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 | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | 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 | FL | 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 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8667312673 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3300 PONCE DE LEON BLVD | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33134 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|---|
| CORINNE COSTA DAVIS | |||||||||
| FORMER CEO | 40.00 | Yes (X) | $298,211 | $0 | $7,805 | ||||
| SARA D LATHAM | |||||||||
| FORMER CHIEF OPERATING OFFICER | 40.00 | Yes (X) | $242,331 | $0 | $31,558 | ||||
| VINCENT MALANGA | |||||||||
| CHIEF INFORMATION OFFICER | 40.00 | $214,720 | $0 | $14,208 | Yes (X) | ||||
| SASHA LAVIN | |||||||||
| CHIEF FINANCIAL OFFICER | 40.00 | $152,792 | $0 | $11,382 | Yes (X) | ||||
| ELISHA MALANGA | |||||||||
| CHIEF RESEARCH OFFICER | 40.00 | $151,659 | $0 | $28,983 | Yes (X) | ||||
| MARY A BYRNES | |||||||||
| FORMER CHIEF DEVELOPMENT OFFICER | 40.00 | Yes (X) | $146,127 | $0 | $6,860 | ||||
| CAROLL ADAMS | |||||||||
| VP CORPORATE RELATIONS | 24.00 | $132,200 | $0 | $0 | Yes (X) | ||||
| RUTH TAL-SINGER PHD | |||||||||
| PRESIDENT & CHIEF SCIENTIFIC OFFICER | 40.00 | $0 | $0 | $0 | Yes (X) | ||||
| JAMES D CRAPO MD | |||||||||
| BOARD CHAIR & INTERIM CEO | 10.00 | $0 | $0 | $0 | Yes (X) | Yes (X) | |||
| WAYNE E WITHERS JR | |||||||||
| VICE-CHAIR, TREASURER | 2.00 | $0 | $0 | $0 | Yes (X) | Yes (X) | |||
| JEAN WRIGHT MD MBA | |||||||||
| DIRECTOR, SECRETARY | 2.00 | $0 | $0 | $0 | Yes (X) | Yes (X) | |||
| BYRON M THOMASHOW MD | |||||||||
| CHIEF MEDICAL OFFICER | 2.00 | $0 | $0 | $0 | Yes (X) | Yes (X) | |||
| RICHARD CASABURI PHD MD | |||||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| STEW COGAN ESQ | |||||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| LEONARD FROMER MD | |||||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| DONALD GRAY | |||||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| MEILAN K HAN MD MS | |||||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| MICHAEL P MAYER | |||||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| GERARD M TURINO MD | |||||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| ROBERT WISE MD | |||||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| HERB YARDLEY | |||||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,338,040 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $100,796 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | 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 |
|---|---|---|---|---|---|
| NATIONAL JEWISH HEALTH | |||||
| 1400 JACKSON STREET | DENVER | CO | 80206 | CLINICAL STUDY CONTRACTOR | $652,344 |
| UNIVERSITY OF NORTH CAROLINA | |||||
| 104 AIRPORT DRIVE STE 2200 | CHAPEL HILL | NC | 27599 | CLINICAL STUDY CONTRACTOR | $525,099 |
| SCHEDULINGCOM | |||||
| 401 N MICHIGAN AVE STE 640 | CHICAGO | IL | 60611 | DATA COORDINATING CENTER | $389,253 |
| UNIVERSITY OF MICHIGAN | |||||
| 1000 VICTORS WAY STE 1A | ANN ARBOR | MI | 48108 | CLINICAL STUDY CONTRACTOR | $305,878 |
| EVIDERA INC | |||||
| 7101 WISCONSIN AVE STE 1400 | BETHESDA | MD | 20814 | DATA ANALYSIS CONTRACTOR | $262,996 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 13 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $163,658 | FundraisingAmt |
| Government Grants | $745,127 | GovernmentGrantsAmt |
| All Other Contributions | $7,194,190 | AllOtherContributionsAmt |
| Total Contributions | $8,102,975 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PUBLICATION INCOME | Desc |
| Business | 511120 | BusinessCd |
| Total Revenue Column | $100,400 | TotalRevenueColumnAmt |
| Exclusion | $100,400 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $100,400 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $104,551 | TotalRevenueColumnAmt |
| Exclusion | $104,551 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,982,451 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,793,702 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $188,749 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $188,749 | TotalRevenueColumnAmt |
| Exclusion | $188,749 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $144,376 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $163,658 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $144,376 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MANAGEMENT FEES | Desc |
| Business | 541610 | BusinessCd |
| Total Revenue Column | $476,980 | TotalRevenueColumnAmt |
| Exclusion | $476,980 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $476,980 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,973,655 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $870,680 | 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 | $160,596 | TotalAmt |
| Program Services | $160,596 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,000 | TotalAmt |
| Program Services | $40,000 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,612,164 | TotalAmt |
| Program Services | $1,713,759 | ProgramServicesAmt |
| Management And General | $485,652 | ManagementAndGeneralAmt |
| Fundraising | $412,753 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $355,000 | TotalAmt |
| Program Services | $294,598 | ProgramServicesAmt |
| Management And General | $9,557 | ManagementAndGeneralAmt |
| Fundraising | $50,845 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $173,007 | TotalAmt |
| Program Services | $130,684 | ProgramServicesAmt |
| Management And General | $9,880 | ManagementAndGeneralAmt |
| Fundraising | $32,443 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $376,459 | TotalAmt |
| Program Services | $146,580 | ProgramServicesAmt |
| Management And General | $202,837 | ManagementAndGeneralAmt |
| Fundraising | $27,042 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,100 | TotalAmt |
| Program Services | $24,100 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,994,279 | TotalAmt |
| Program Services | $3,738,941 | ProgramServicesAmt |
| Management And General | $54,497 | ManagementAndGeneralAmt |
| Fundraising | $200,841 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,949 | TotalAmt |
| Program Services | $56,703 | ProgramServicesAmt |
| Management And General | $861 | ManagementAndGeneralAmt |
| Fundraising | $2,385 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,320 | TotalAmt |
| Program Services | $95,767 | ProgramServicesAmt |
| Management And General | $1,848 | ManagementAndGeneralAmt |
| Fundraising | $1,705 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,310 | TotalAmt |
| Program Services | $23,567 | ProgramServicesAmt |
| Management And General | $3,761 | ManagementAndGeneralAmt |
| Fundraising | $2,982 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $844 | TotalAmt |
| Program Services | $844 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,899 | TotalAmt |
| Program Services | $2,899 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,508 | TotalAmt |
| Management And General | $7,508 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,878 | TotalAmt |
| Program Services | $25,292 | ProgramServicesAmt |
| Management And General | $3,386 | ManagementAndGeneralAmt |
| Fundraising | $3,200 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| LICENSES AND FEES | $414,832 | $368,888 | $14,018 | $31,926 |
| DUES & SUBSCRIPTIONS | $95,469 | $64,946 | $3,255 | $27,268 |
| TELEPHONE | $19,705 | $15,593 | $2,139 | $1,973 |
| PRINTING AND PUBLICATIO | $12,606 | $12,606 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,792 | TotalAmt |
| Program Services | $3,251 | ProgramServicesAmt |
| Management And General | $721 | ManagementAndGeneralAmt |
| Fundraising | $1,820 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,516,717 | TotalAmt |
| Program Services | $6,919,614 | ProgramServicesAmt |
| Management And General | $799,920 | ManagementAndGeneralAmt |
| Fundraising | $797,183 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,801,540 | BOYAmt |
| EOY | $2,474,540 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $737,484 | BOYAmt |
| EOY | $401,725 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,951,395 | BOYAmt |
| EOY | $1,672,165 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $722,571 | BOYAmt |
| EOY | $596,356 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $50,531 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $30,207 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,537 | BOYAmt |
| EOY | $20,324 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,859,890 | BOYAmt |
| EOY | $5,188,565 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $447,420 | BOYAmt |
| EOY | $437,452 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,533,837 | BOYAmt |
| EOY | $10,791,127 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,025,722 | BOYAmt |
| EOY | $548,534 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,672,111 | BOYAmt |
| EOY | $2,266,151 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $304,870 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,002,703 | BOYAmt |
| EOY | $2,814,685 | 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 | $1,678,821 | BOYAmt |
| EOY | $2,899,789 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,852,313 | BOYAmt |
| EOY | $5,076,653 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,531,134 | BOYAmt |
| EOY | $7,976,442 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,533,837 | BOYAmt |
| EOY | $10,791,127 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $456,938 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $697,841 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $290,529 | 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 | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| 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 | $10,023,890 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,064,117 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,371,908 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,749,406 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,102,975 | CurrentTaxYearAmt |
| Total | $45,312,296 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,023,890 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,064,117 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,371,908 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,749,406 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,102,975 | CurrentTaxYearAmt |
| Total | $45,312,296 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $8,999,240 | SubstantialContributorsTotAmt |
| Public Support Total170 | $36,313,056 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $22,857 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $63,186 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $132,557 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $134,722 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $104,551 | CurrentTaxYearAmt |
| Total | $457,873 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $45,770,169 | TotalSupportAmt |
| Public Support CY170 | 0.79340 | PublicSupportCY170Pct |
| Public Support PY170 | 0.66480 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $50,531 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $30,207 | DepreciationAmt |
| Book Value | $20,324 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $20,324 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $9,366,626 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $697,841 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $697,841 | RevenueNotReportedAmt |
| Revenue Subtotal | $8,668,785 | RevenueSubtotalAmt |
| Other Revenues Not Included | $304,870 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $304,870 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $8,973,655 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $8,516,717 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $8,516,717 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $8,516,717 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE ORGANIZATION IS ORGANIZED AS A NOT-FOR-PROFIT ENTITY AND IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C) (3) OF THE INTERNAL REVENUE CODE. UNRELATED BUSINESS INCOME, OF WHICH THE ORGANIZATION HAD NONE FOR THE YEARS ENDED JUNE 30, 2021 AND 2020, WOULD BE SUBJECT TO FEDERAL INCOME TAXES. THE ORGANIZATION'S INFORMATION RETURNS FILED WITH THE INTERNAL REVENUE SERVICE HAVE NOT BEEN EXAMINED IN THE PAST. THE ORGANIZATION IS NOT AWARE OF ANY UNCERTAINTIES THAT COULD JEOPARDIZE ITS NOT-FOR-PROFIT STATUS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES IS DEEMED NECESSARY. THE ORGANIZATION FOLLOWS THE PROVISIONS OF UNCERTAIN TAX PROVISIONS ADDRESSED BY FAS ASC 740-10 ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THE ORGANIZATION HAS NO UNCERTAIN TAX POSITIONS AT JUNE 30, 2021 AND 2020, FOR WHICH THE ULTIMATE DEDUCTIBILITY IS HIGHLY CERTAIN BUT FOR WHICH THERE ARE UNCERTAINTY ABOUT THE TIMING OF SUCH DEDUCTIBILITY. THE ORGANIZATION RECOGNIZES INTEREST ACCRUED RELATED TO UNRECOGNIZED TAX BENEFITS IN INTEREST EXPENSE AND PENALTIES IN OPERATING EXPENSE. THE ORGANIZATION HAS DETERMINED THAT NO AMOUNT REQUIRED TO BE ACCRUED FOR TAXES OR RELATED PENALTIES AND INTEREST FOR ANY TAX POSITION TAKEN THROUGH JUNE 30, 2021 AND 2020. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | PAYCHECK PROTECTION PROGRAM FUNDS 304,870. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $0 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $0 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | RegionTxt |
| Purpose Of Grant | RESEARCH | PurposeOfGrantTxt |
| Cash Grant | $40,000 | CashGrantAmt |
| Manner Of Cash Disbursement | WIRE | MannerOfCashDisbursementTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III ACCOUNTING METHOD: | FormAndLineReferenceDesc |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | FUNDRAISING EVENT | Event1Nm |
| Gross Receipts Event1 | $308,034 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $163,658 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $144,376 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $144,376 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $308,034 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $163,658 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $144,376 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $144,376 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $144,376 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $0 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL | |||||||
| 104 AIRPORT DRIVE SUITE 2200 | CHAPEL HILL | NC | 27599 | 566001393 | 501(C)(3) | $123,302 | RESEARCH |
| JOHNS HOPKINS UNIVERSITY | |||||||
| 3910 KESWICK ROAD N4327-B | BALTIMORE | MD | 21211 | 520595110 | 501(C)(3) | $26,018 | RESEARCH |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION HAS PROCEDURES IN PLACE TO REVIEW GRANTS AND ENSURE THAT THE AGREED UPON SCIENTIFIC DELIVERABLES ARE MET AND THAT THE FINANCIAL ASPECTS OF THE GRANT ARE EXECUTED IN ACCORDANCE WITH AGREEMENTS. SCIENTIFIC PROGRESS IS ASSESSED ACCORDING TO PROPOSED STUDY PROTOCOL AND PLANS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CORINNE COSTA DAVIS | ||||||||||||||
| FORMER CEO | $298,211 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $7,805 | $0 | $306,016 | $0 | $0 | $0 |
| SARA D LATHAM | ||||||||||||||
| FORMER CHIEF OPERATING OFFICER | $242,331 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $31,558 | $0 | $273,889 | $0 | $0 | $0 |
| VINCENT MALANGA | ||||||||||||||
| CHIEF INFORMATION OFFICER | $214,720 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $14,208 | $0 | $228,928 | $0 | $0 | $0 |
| SASHA LAVIN | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $152,792 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $11,382 | $0 | $164,174 | $0 | $0 | $0 |
| ELISHA MALANGA | ||||||||||||||
| CHIEF RESEARCH OFFICER | $151,659 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $28,983 | $0 | $180,642 | $0 | $0 | $0 |
| MARY A BYRNES | ||||||||||||||
| FORMER CHIEF DEVELOPMENT OFFICER | $146,127 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $6,860 | $0 | $152,987 | $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 | AFTER REVIEW BY THE CFO, THE DRAFT FORM 990 IS CIRCULATED TO MEMBERS OF MANAGEMENT FOR REVIEW AND COMMENT. THE FORM 990 IS THEN PROVIDED TO THE FOUNDATION'S BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | AT EACH BOARD MEETING THE CONFLICT OF INTEREST POLICY IS READ BEFORE THE CONDUCT OF ANY OTHER ITEM. WRITTEN CONFLICT OF INTEREST STATEMENTS ARE OBTAINED FROM ALL OFFICERS, BOARD MEMBERS, COMMITTEE MEMBERS, STAFF AND CONTRACTED PERSONNEL ANNUALLY. FAILURE TO FILE THE STATEMENT WILL RESULT IN THE PERSON BEING REMOVED FROM SERVICE ON ANY COMMITTEE |
| FORM 990, PART VI, SECTION B, LINE 15 | SALARIES FOR COPD FOUNDATION MANAGEMENT ARE DETERMINED BY ANNUAL SURVEYS OF COMPARABLE NOT-FOR-PROFIT ORANIZATIONS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE WEBSITE WWW.COPDFOUNDATION.ORG INCLUDES THE POSTING OF FINANCIAL STATEMENTS, FORM 990, ANNUAL REPORT, CONFLICT OF INTEREST POLICY AND WHISTLEBLOWER POLICY. |
| FORM 990, PART IX, LINE 11G | CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 3,738,941. MANAGEMENT AND GENERAL EXPENSES 54,497. FUNDRAISING EXPENSES 200,841. TOTAL EXPENSES 3,994,279. |
| FORM 990, PART XI, LINE 9: | RECONCILING DIFFERENCE INSURANCE SETTLEMENT PROCEEDS 290,529. |
| PART XII, LINE 2C EXPLANATION | THERE WERE NO CHANGES FROM THE PRIOR YEAR. |
Comments