ARTHRITIS FOUNDATION INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ARTHRITIS FOUNDATION INC (EIN 58-1341679)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-09-28
- IRS object ID
- 202122719349300817
- 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 C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-09-28T08:20:47-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 Peachtree Street Suite 700 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 303094516 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 581341679 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Arthritis Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ROSE THOMAS | InCareOfNm |
| Business Name Control | ARTH | BusinessNameControlTxt |
| Phone | 4048727100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1355 Peachtree Street NE Suite 600 | AddressLine1Txt |
| City | Atlanta | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30309 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Steven Taylor | PersonNm |
| Person Title | Exec. Vice President | PersonTitleTxt |
| Phone | 4048727100 | PhoneNum |
| Signature | 2021-09-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Steven | PersonFirstNm |
| Person Last | Taylor | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Sandra L Feinsmith | PreparerPersonNm |
| PTIN | P01064157 | PTIN |
| Phone | 4046886841 | PhoneNum |
| Preparation | 2021-09-22 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| 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 | Ann Palmer CEO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1355 Peachtree St ne suite 600 | AddressLine1Txt |
| City | Atlanta | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30309 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $90,028,887 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Group Exemption | 8510 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.arthritis.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1948 | FormationYr |
| Legal Domicile State | GA | LegalDomicileStateCd |
| Activity Or Mission | THE AF IS PURSUING A CURE FOR AMERICA'S #1 CAUSE OF DISABILITY, WHILE CHAMPIONING THE FIGHT AGAINST ARTHRITIS WITH LIFE-CHANGING RESOURCES, SCIENCE, ADVOCACY, & COMMUNITY CONNECTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 441 | TotalEmployeeCnt |
| Total Volunteers | 7500 | TotalVolunteersCnt |
| Total Gross UBI | $2,452,166 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $49,270,004 | PYContributionsGrantsAmt |
| CY Contributions Grants | $54,540,818 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,558,026 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,779,626 | CYProgramServiceRevenueAmt |
| PY Investment Income | $7,604,162 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,909,214 | CYInvestmentIncomeAmt |
| PY Other Revenue | $13,647,398 | PYOtherRevenueAmt |
| CY Other Revenue | $2,554,279 | CYOtherRevenueAmt |
| PY Total Revenue | $73,079,590 | PYTotalRevenueAmt |
| CY Total Revenue | $63,783,937 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $10,717,558 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $11,004,188 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $37,250,836 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $28,020,509 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $1,649,263 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $1,940,532 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $8,303,796 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $32,992,349 | PYOtherExpensesAmt |
| CY Other Expenses | $20,081,945 | CYOtherExpensesAmt |
| PY Total Expenses | $82,610,006 | PYTotalExpensesAmt |
| CY Total Expenses | $61,047,174 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$9,530,416 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,736,763 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $182,373,416 | TotalAssetsBOYAmt |
| Total Assets EOY | $192,849,128 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $27,183,343 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $26,383,649 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $155,190,073 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $166,465,479 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE ARTHRITIS FOUNDATION IS BOLDLY PURSUING A CURE FOR AMERICA'S #1 CAUSE OF DISABILITY, WHILE CHAMPIONING THE FIGHT AGAINST ARTHRITIS WITH LIFE-CHANGING RESOURCES, SCIENCE, ADVOCACY, AND COMMUNITY CONNECTIONS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $20,545,548 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | ADVOCACY AND ACCESS: ADVOCACY IS ONE OF THE FOUR PILLARS OF THE ARTHRITIS FOUNDATION. OUR MISSION IS TO BE THE VOICE OF PEOPLE WITH ARTHRITIS WITH POLICY MAKERS, ELECTED OFFICIALS, REGULATORS, AT ALL LEVELS OF GOVERNMENT, AND EMPLOYERS. WE DO THIS BY ENGAGING OUR COMMUNITY OF ADVOCATES IN LEGISLATIVE AND REGULATORY POLICY MAKING, HELPING THEM TO FIND THEIR VOICES THROUGH ADVOCACY TRAINING, MEETINGS WITH CONGRESSIONAL REPRESENTATIVES AND STATE OFFICIALS TO ENSURE ACCESS TO TIMELY, AFFORDABLE ACCESS TO TREATMENTS AND MEDICATIONS. PART OF OUR ADVOCACY PROGRAM ALSO INCLUDES THE ARTHRITIS AMBASSADOR PROGRAM TO STRENGTHEN RELATIONSHIPS WITH MEMBERS OF CONGRESS THROUGH ADVOCACY TRAINING AND RELATIONSHIP DEVELOPMENT. A NEW FOCUS OF THE ADVOCACY PROGRAM IS ACTIVE ENGAGEMENT BY OUR ADVOCATES IN POLICYMAKING AT THE STATE LEVEL. IN ADDITION, THE ARTHRITIS FOUNDATION IS WORKING TO ENSURE THAT RESEARCH FUNDING FOR ARTHRITIS IS INCREASED AND THAT THERE IS RECOGNITION OF THE FACT THAT THIS DISEASE IMPACTS ONE IN FOUR AMERICANS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $14,079,636 | ExpenseAmt |
| Grant | $10,918,918 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | SCIENTIFIC DISCOVERY: FOR ALMOST 70 YEARS, THE ARTHRITIS FOUNDATION HAS INITIATED AND SUPPORTED SCIENTIFIC DISCOVERIES THAT IMPROVE THE LIVES OF PEOPLE WITH ARTHRITIS AND RELATED DISEASES. THE ARTHRITIS FOUNDATION CONTINUES TO LEAD THE WAY IN ADVANCING SCIENTIFIC DISCOVERIES AND SEEKING SOLUTIONS THAT WILL POSITIVELY IMPACT THE LIVES OF THOSE WHO SUFFER. OUR COMMITMENT TO FINDING A CURE IS UNWAVERING. THE SCIENTIFIC STRATEGY IS THE DIRECTION THE ARTHRITIS FOUNDATION SCIENCE DEPARTMENT IS GOING OVER THE NEXT FIVE YEARS. THE SCIENTIFIC STRATEGY HAS THREE PILLARS. THE GOAL FOR EACH PILLAR IS LISTED BELOW. PILLAR #1: DELIVERING ON DISCOVERY IMPROVED DECISION MAKING AND BETTER LIVES THROUGH IMPROVED PREVENTION, EARLIER DIAGNOSIS AND NEW TREATMENTS TO PREVENT, CONTROL AND CURE ARTHRITIS AND RELATED DISEASES. PILLAR #2: DECISION MAKING WITH METRICS FACT-BASED METRICS FOR DECISION MAKING AND GUIDING ACTIONS TO IMPROVE THE HEALTH OF PEOPLE ACROSS THE LIFESPAN WITH ARTHRITIS AND RELATED DISEASES. PILLAR #3: BUILDING HUMAN CAPITAL SCIENTIFIC RESEARCH PIPELINE IS STRENGTHENED AND SCIENTIFIC DISCOVERY IS CATALYZED AND ACCELERATED FOR ARTHRITIS AND RELATED DISEASES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $10,979,824 | ExpenseAmt |
| Grant | $76,819 | GrantAmt |
| Revenue | $2,779,626 | RevenueAmt |
| Desc | COMMUNITY HEALTH & SUPPORT: THE ARTHRITIS FOUNDATION COMMUNITY PROGRAMS EMPOWER PEOPLE IN LOCAL COMMUNITIES NATIONWIDE. THE FOUNDATION PROVIDES OPPORTUNITIES FOR PEOPLE TO CONNECT WITH OTHERS WITH SIMILAR CHALLENGES AND DEVELOP SUPPORTIVE RELATIONSHIPS. THE ARTHRITIS FOUNDATION PROGRAMS INCLUDE KIDS AND FAMILY CAMPS, THE JUVENILE ARTHRITIS NATIONAL CONFERENCE, THE WALK WITH EASE EXERCISE PROGRAM, AND EXERCISE AND AQUATICS PROGRAMS. THE PEOPLE WE REACH THROUGH THESE PROGRAMS AND ARM WITH INFORMATION AND SELF-MANAGEMENT STRATEGIES HAVE A BETTER PERSPECTIVE ON THEIR DISEASE AND, IN TURN, BETTER oUTCOMES. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | GrantGrantAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|---|
| $1,133,805 | $0 | $0 | PROFESSIONAL EDUCATION |
| $0 | $8,451 | $0 | SPECIFIC ASSISTANCE TO INDIVIDUALS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,133,805 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $8,451 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $46,738,813 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 246 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 441 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | Yes (true) | LocalChaptersInd |
| Policies Reference Chapters | Yes (true) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROSE THOMAS | PersonNm |
| Phone | 4705888625 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1355 PEACHTREE STREET NE SUITE 600 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30309 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (29 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|---|
| Ann Palmer | |||||||||
| President/CEO | 37.5 | 0.0 | Yes (X) | $566,654 | $0 | $54,952 | |||
| David McLoughlin | |||||||||
| Chief Operation Officer | 37.5 | 0.0 | Yes (X) | $300,106 | $0 | $45,303 | |||
| Richard Willis | |||||||||
| Sr. VP, Field ManaGEMENT | 37.5 | 0.0 | $202,825 | $0 | $34,250 | Yes (X) | |||
| Ann McNamara | |||||||||
| Sr. VP, Revenue Strategy | 37.5 | 0.0 | $206,990 | $0 | $8,587 | Yes (X) | |||
| Robin Kinard | |||||||||
| SVP, Operation & Strategic | 37.5 | 0.0 | $195,851 | $0 | $11,049 | Yes (X) | |||
| Andrew Gammuto | |||||||||
| Chief Information Officer | 37.5 | 0.0 | $181,553 | $0 | $24,912 | Yes (X) | |||
| Cynthia McDaniel | |||||||||
| Sr. VP, Consumer Affairs | 37.5 | 0.0 | $172,579 | $0 | $30,158 | Yes (X) | |||
| Cathy Hood | |||||||||
| VP, Human ResourceS | 37.5 | 0.0 | $172,217 | $0 | $23,534 | Yes (X) | |||
| Anna Hyde | |||||||||
| VP, Advocacy & Access | 37.5 | 0.0 | $179,171 | $0 | $11,632 | Yes (X) | |||
| Nancy Stinson Harris | |||||||||
| Region Vice President | 37.5 | 0.0 | $168,415 | $0 | $18,287 | Yes (X) | |||
| Sabrina Sexton | |||||||||
| Sr. VP, Marketing, COMM. | 37.5 | 0.0 | $172,669 | $0 | $12,309 | Yes (X) | |||
| Guy Eakin | |||||||||
| Sr. VP, Science | 37.5 | 0.0 | $156,642 | $0 | $15,823 | Yes (X) | |||
| Victoria Fung | |||||||||
| VP, Mission DeliveRY | 37.5 | 0.0 | $156,285 | $0 | $13,677 | Yes (X) | |||
| Jane Bascle | |||||||||
| CFO/ASST TREASURER | 37.5 | 0.0 | Yes (X) | $122,542 | $0 | $20,726 | |||
| LAURIE STEWART | |||||||||
| CHAIR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| FRANK LONGOBARDI | |||||||||
| VICE CHAIR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| MATT MOONEY | |||||||||
| SECRETARY | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| ROWLAND W CHANG | |||||||||
| IMMEDIATE PAST CHAIR | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| TONY BIHL | |||||||||
| TREASURER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| ROBIN DORE | |||||||||
| DIRECTOR | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| DENNIS M P EHLING | |||||||||
| DIRECTOR | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| THOMAS FLEETWOOD | |||||||||
| DIRECTOR | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| RANDEEP S KAHLON | |||||||||
| DIRECTOR | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| MARTIN LOTZ | |||||||||
| DIRECTOR | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| DAVID A PLEASANCE | |||||||||
| DIRECTOR | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| Mark Froimson | |||||||||
| Director | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| Vijay Murali | |||||||||
| Director | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| Diana Milojevic | |||||||||
| DIRECTOR | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| Jay Yadav | |||||||||
| DIRECTOR | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,954,499 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $325,199 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 32 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Resource One | |||||
| 2900 East Apache Street | TULSA | OK | 74110 | direct mail | $2,003,744 |
| Thompson Habib Denison Inc | |||||
| 55 Old Bedford Road Suite 201 | LINCOLN | MA | 01773 | Direct Mail Counsel | $1,145,001 |
| Blue Modus | |||||
| 1641 California Street Suite 400 | DENVER | CO | 80202 | TECH & SOFTWARE SVCS | $527,985 |
| Merkle Inc | |||||
| 29432 Network Place | CHICAGO | IL | 60673 | Direct Mail Counsel | $496,715 |
| ProCirc | |||||
| PO Box 90002 | PRESCOTT | AZ | 86304 | Circulation/printing | $457,170 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 27 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $474,117 | FederatedCampaignsAmt |
| Fundraising | $9,134,558 | FundraisingAmt |
| Government Grants | $5,447,679 | GovernmentGrantsAmt |
| All Other Contributions | $39,484,464 | AllOtherContributionsAmt |
| Total Contributions | $54,540,818 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COMMUNITY HEALTH & SUPPORT | Desc |
| Business | 624100 | BusinessCd |
| Total Revenue Column | $2,779,626 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,779,626 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,779,626 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,370,468 | TotalRevenueColumnAmt |
| Exclusion | $4,370,468 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $92,394 | TotalRevenueColumnAmt |
| Exclusion | $92,394 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $25,129,724 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $25,590,978 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$461,254 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$461,254 | TotalRevenueColumnAmt |
| Exclusion | -$461,254 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $663,691 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $9,134,558 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $653,972 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,719 | TotalRevenueColumnAmt |
| Exclusion | $9,719 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADVERTISING REVENUE | Desc |
| Business | 541800 | BusinessCd |
| Total Revenue Column | $2,452,166 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $2,452,166 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,452,166 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $63,783,937 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,779,626 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $2,452,166 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,011,327 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,995,737 | TotalAmt |
| Program Services | $10,995,737 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,451 | TotalAmt |
| Program Services | $8,451 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,330,016 | TotalAmt |
| Program Services | $1,630,503 | ProgramServicesAmt |
| Management And General | $315,107 | ManagementAndGeneralAmt |
| Fundraising | $384,406 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,704,757 | TotalAmt |
| Program Services | $13,789,032 | ProgramServicesAmt |
| Management And General | $2,664,832 | ManagementAndGeneralAmt |
| Fundraising | $3,250,893 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,208,277 | TotalAmt |
| Program Services | $2,995,097 | ProgramServicesAmt |
| Management And General | $536,387 | ManagementAndGeneralAmt |
| Fundraising | $676,793 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,777,459 | TotalAmt |
| Program Services | $1,249,268 | ProgramServicesAmt |
| Management And General | $236,667 | ManagementAndGeneralAmt |
| Fundraising | $291,524 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $305,768 | TotalAmt |
| Program Services | $181,578 | ProgramServicesAmt |
| Management And General | $124,190 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $201,322 | TotalAmt |
| Program Services | $119,554 | ProgramServicesAmt |
| Management And General | $81,768 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $363,178 | TotalAmt |
| Program Services | $215,670 | ProgramServicesAmt |
| Management And General | $147,508 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,940,532 | TotalAmt |
| Fundraising | $1,940,532 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $235,342 | TotalAmt |
| Program Services | $139,756 | ProgramServicesAmt |
| Management And General | $95,586 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,785,507 | TotalAmt |
| Program Services | $1,060,309 | ProgramServicesAmt |
| Management And General | $725,198 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,841,244 | TotalAmt |
| Program Services | $5,653,500 | ProgramServicesAmt |
| Management And General | $276,499 | ManagementAndGeneralAmt |
| Fundraising | $911,245 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,395,719 | TotalAmt |
| Program Services | $2,667,227 | ProgramServicesAmt |
| Management And General | $446,907 | ManagementAndGeneralAmt |
| Fundraising | $281,585 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,583,369 | TotalAmt |
| Program Services | $2,139,950 | ProgramServicesAmt |
| Management And General | $143,982 | ManagementAndGeneralAmt |
| Fundraising | $299,437 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $454,643 | TotalAmt |
| Program Services | $304,734 | ProgramServicesAmt |
| Management And General | $77,769 | ManagementAndGeneralAmt |
| Fundraising | $72,140 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $302,899 | TotalAmt |
| Program Services | $266,193 | ProgramServicesAmt |
| Management And General | $12,920 | ManagementAndGeneralAmt |
| Fundraising | $23,786 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,301,836 | TotalAmt |
| Program Services | $1,236,744 | ProgramServicesAmt |
| Management And General | $26,037 | ManagementAndGeneralAmt |
| Fundraising | $39,055 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $471,123 | TotalAmt |
| Program Services | $447,567 | ProgramServicesAmt |
| Management And General | $9,422 | ManagementAndGeneralAmt |
| Fundraising | $14,134 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| UNCOLLECTIBLE RECEIVABLES | $1,051,865 | $954,484 | $42,519 | $54,862 |
| MISCELLANEOUS EXPENSES | $600,576 | $535,888 | $24,486 | $40,202 |
| MEMBERSHIP DUES/SUBSCRIPTIONS | $187,554 | $147,571 | $16,781 | $23,202 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,047,174 | TotalAmt |
| Program Services | $46,738,813 | ProgramServicesAmt |
| Management And General | $6,004,565 | ManagementAndGeneralAmt |
| Fundraising | $8,303,796 | FundraisingAmt |
Total Joint Costs TotalJointCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,920,153 | TotalAmt |
| Program Services | $3,542,510 | ProgramServicesAmt |
| Fundraising | $1,377,643 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,942,872 | BOYAmt |
| EOY | $27,397,242 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,304,090 | BOYAmt |
| EOY | $11,676,884 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,232,778 | BOYAmt |
| EOY | $934,946 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $147,384 | BOYAmt |
| EOY | $163,698 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,993,046 | BOYAmt |
| EOY | $1,798,433 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $10,879,077 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,651,794 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,493,615 | BOYAmt |
| EOY | $5,227,283 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $98,071,277 | BOYAmt |
| EOY | $93,079,527 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,310,413 | BOYAmt |
| EOY | $3,172,870 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,877,941 | BOYAmt |
| EOY | $49,398,245 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $182,373,416 | BOYAmt |
| EOY | $192,849,128 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,803,359 | BOYAmt |
| EOY | $6,977,376 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,959,435 | BOYAmt |
| EOY | $12,006,947 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,420,549 | BOYAmt |
| EOY | $7,399,326 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,183,343 | BOYAmt |
| EOY | $26,383,649 | 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 | $32,567,209 | BOYAmt |
| EOY | $41,764,388 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $122,622,864 | BOYAmt |
| EOY | $124,701,091 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $155,190,073 | BOYAmt |
| EOY | $166,465,479 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $182,373,416 | BOYAmt |
| EOY | $192,849,128 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,736,763 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $5,463,425 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $3,075,218 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | 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 | $54,727,053 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $57,639,168 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $63,451,186 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $49,270,004 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $54,540,818 | CurrentTaxYearAmt |
| Total | $279,628,229 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $54,727,053 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $57,639,168 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $63,451,186 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $49,270,004 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $54,540,818 | CurrentTaxYearAmt |
| Total | $279,628,229 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $279,628,229 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,533,562 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,553,663 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,922,678 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,714,147 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,462,862 | CurrentTaxYearAmt |
| Total | $22,186,912 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $64,333 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $64,334 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $466,126 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $594,793 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $302,409,934 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $16,919,446 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.92467 | PublicSupportCY170Pct |
| Public Support PY170 | 0.92618 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
| Public Support CY509 | 0.00000 | PublicSupportCY509Pct |
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 C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $127,112 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $236,066 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $363,178 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $60,683,996 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $61,047,174 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $538,251 | CurrentYearMinus3Amt |
| Current Year Minus2 | $460,037 | CurrentYearMinus2Amt |
| Current Year Minus1 | $539,117 | CurrentYearMinus1Amt |
| Current Year | $363,178 | CurrentYearAmt |
| Total | $1,900,583 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $188,388 | CurrentYearMinus3Amt |
| Current Year Minus2 | $161,013 | CurrentYearMinus2Amt |
| Current Year Minus1 | $188,691 | CurrentYearMinus1Amt |
| Current Year | $127,112 | CurrentYearAmt |
| Total | $665,204 | TotalAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $48,916,038 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $5,523,120 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,948,215 | OtherExpendituresAmt |
| End Year Balance | $52,490,943 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $43,145,238 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $7,623,605 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,852,805 | OtherExpendituresAmt |
| End Year Balance | $48,916,038 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $49,484,307 | BeginningYearBalanceAmt |
| Contributions | $313,945 | ContributionsAmt |
| Investment Earnings Or Losses | -$4,694,034 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,958,980 | OtherExpendituresAmt |
| End Year Balance | $43,145,238 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $42,824,792 | BeginningYearBalanceAmt |
| Contributions | $198,073 | ContributionsAmt |
| Investment Earnings Or Losses | $8,308,088 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,846,646 | OtherExpendituresAmt |
| End Year Balance | $49,484,307 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $25,842,339 | BeginningYearBalanceAmt |
| Contributions | $16,095,896 | ContributionsAmt |
| Investment Earnings Or Losses | $2,445,741 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,559,184 | OtherExpendituresAmt |
| End Year Balance | $42,824,792 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Endowment Balance EOY | 1.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $509,000 | OtherCostOrOtherBasisAmt |
| Book Value | $509,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,329,727 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,422,200 | DepreciationAmt |
| Book Value | $907,527 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,570,704 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,472,249 | DepreciationAmt |
| Book Value | $1,098,455 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $313,801 | OtherCostOrOtherBasisAmt |
| Depreciation | $292,962 | DepreciationAmt |
| Book Value | $20,839 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,155,845 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,464,383 | DepreciationAmt |
| Book Value | $2,691,462 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $5,227,283 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BENEFICIAL INT IN PERP TRUST | Desc |
| Book Value | $49,398,245 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $49,398,245 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SPLIT INTEREST AGREEMENTS | Desc |
| Amt | $7,399,326 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $7,399,326 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $72,322,580 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $5,463,425 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $3,075,218 | OtherRevenueAmt |
| Revenue Not Reported | $8,538,643 | RevenueNotReportedAmt |
| Revenue Subtotal | $63,783,937 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $63,783,937 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $61,047,174 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $61,047,174 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $61,047,174 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V LINE 4 | THE FOUNDATION'S ENDOWMENT CONSISTS OF A NUMBER OF INDIVIDUAL FUNDS ESTABLISHED FOR RESEARCH AND SPECIFIC PROGRAMS AND OPERATIONS. PART X LINE 2 THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAX AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. WITH RESPECT TO ANY UNRELATED BUSINESS INCOME GENERATED BY THE FOUNDATION, IT RECORDS INCOME TAXES USING THE LIABILITY METHOD UNDER WHICH DEFERRED TAX ASSETS AND LIABILITIES ARE DETERMINED BASED ON THE DIFFERENCES BETWEEN THE FINANCIAL ACCOUNTING AND TAX BASES OF ASSETS AND LIABILITIES. DEFERRED TAX ASSETS OR LIABILITIES AT THE END OF EACH PERIOD ARE DETERMINED USING THE CURRENTLY ENACTED TAX RATE EXPECTED TO APPLY TO TAXABLE INCOME IN THE PERIOD THAT THE DEFERRED TAX ASSET OR LIABILITY IS EXPECTED TO BE REALIZED OR TO BE SETTLED. AS OF DECEMBER 31, 2020, AND 2019, THE FOUNDATION HAD NO DEFERRED TAX ASSETS OR LIABILITIES OR ANY UNCERTAIN TAX POSITIONS. |
| PART XI, LINE 2D | UNREALIZED GAIN ON BENEFICIAL INTERESTS IN PERPETUAL TRUSTS - $599,529 NET CHANGE IN VALUATION OF SPLIT INTEREST AGREEMENTS - $2,356,149 NET CHANGE IN PENSION LIABILITIES - $119,540 |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Retained By ContractorRetainedByContractorAmt | Gross ReceiptsGrossReceiptsAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| Merkle Inc | ||||||||
| PO Box 64987 | Baltimore | MD | 21264 | Strategic | false | $516,515 | ||
| THD | ||||||||
| 55 Old Bedford Road Suite 201 | Lincoln | MA | 01773 | Strategic | false | $1,424,017 | $9,418,076 | $7,994,059 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $9,418,076 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $1,940,532 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $7,994,059 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | BICYCLE TOUR LA | Event1Nm |
| Gross Receipts Event1 | $669,908 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $665,528 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $4,380 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $6,274 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $6,600 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $14,757 | OtherDirectExpensesEvent1Amt |
| Event2 | Bell Run | Event2Nm |
| Gross Receipts Event2 | $471,539 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $464,219 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $7,320 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $1,080 | NonCashPrizesEvent2Amt |
| Other Direct Expenses Event2 | $5,303 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 392 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $8,656,802 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $8,004,811 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $651,991 | GrossRevenueOtherEventsAmt |
| Non Cash Prizes Other Events | $87,612 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $223,985 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $12,372 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $295,989 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $9,798,249 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $9,134,558 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $663,691 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $94,966 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $230,585 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $12,372 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $316,049 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $653,972 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $9,719 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (22 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| CARRA Inc | |||||||
| Stanford Univ Med | Palo Alto | CA | 94304 | 464152355 | 501(c)(3) | $5,666,667 | research |
| Trustees of Dartmouth College | |||||||
| 11 Rope Ferry Road 6210 | Hanover | NH | 03755 | 020222111 | 501(c)(3) | $739,415 | research |
| University of Kentucky Research Foundation | |||||||
| 105 Kinkead Hall | Lexington | KY | 405060057 | 616033693 | 501(c)(3) | $417,304 | research |
| Vanderbilt University Medical Center | |||||||
| 1211 Medical Center Dr | Nashville | TN | 37232 | 620476822 | 501(c)(3) | $330,000 | research |
| University of California San Francisco | |||||||
| 9500 Gilman Drive 0009 | La Jolla | CA | 92093 | 966006144 | 501(c)(3) | $234,268 | research |
| Duke University | |||||||
| Alumni Devlpmt Records | Durham | NC | 27708 | 560532129 | 501(c)(3) | $233,934 | research |
| Foundation for the National Inst of Health | |||||||
| 11400 Rockville Pike | N Bethesda | MD | 20852 | 521986675 | 501(c)(3) | $200,000 | research |
| University of North Carolina at Chapel Hill | |||||||
| 250 E Franklin St | Chapel Hill | NC | 27514 | 566001393 | 501(c)(3) | $141,658 | research |
| University of Washington | |||||||
| 4333 Brooklin Avenue | Seattle | WA | 98195 | 916001537 | 501(c)(3) | $85,000 | research |
| Stanford University | |||||||
| PO Box 44253 | San Francisco | CA | 941444253 | 941156365 | 501(c)(3) | $75,000 | research |
| Cleveland Clinic Foundation | |||||||
| PO Box 931517 | Cleveland | OH | 44193 | 340714585 | 501(c)(3) | $66,619 | research |
| Children's Hospital Colorado Foundation | |||||||
| 13123 E 16th Ave Box 045 | Aurora | CO | 80045 | 840813462 | 501(c)(3) | $60,000 | research |
| Indiana University | |||||||
| 400 E 7th St Rm 501 | Bloomington | IN | 47405 | 356001673 | 501(c)(3) | $60,000 | research |
| Seattle Children's Hospital | |||||||
| PO BOX 5371 MS S200 | Seattle | WA | 98145 | 911156519 | 501(c)(3) | $60,000 | research |
| The University of Alabama at Birmingham | |||||||
| 1530 3rd Ave S AB-1230 | Birmingham | AL | 35294 | 636005396 | 501(c)(3) | $60,000 | research |
| University of Arizona | |||||||
| 1401 East University Blvd | Tucson | AZ | 85721 | 742652689 | 501(c)(3) | $60,000 | research |
| University of Florida | |||||||
| 1250 E CAMPUS BLDG | Gainesville | FL | 32611 | 596002052 | 501(c)(3) | $60,000 | research |
| University of Minnesota - Twin Cities | |||||||
| 1300 S 2nd St Ste 206 | Minneapolis | MN | 55454 | 416007513 | 501(c)(3) | $60,000 | research |
| State Univ of NY Downstate Medical Center | |||||||
| 450 Clarkson Ave | Brooklyn | NY | 11203 | 141368361 | 501(c)(3) | $50,000 | research |
| University of California Los Angeles | |||||||
| 10889 Wilshire Blvd | Los Angeles | CA | 90095 | 956006143 | 501(c)(3) | $50,000 | research |
| Cedars-Sinai Medical Center | |||||||
| 6500 Wilshire Blvd | Los Angeles | CA | 90048 | 951644600 | 501(c)(3) | $38,420 | research |
| Washington University | |||||||
| PO BOx 8233 | St Louis | MO | 63110 | 430653611 | 501(c)(3) | $8,333 | research |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 22 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Other Research | GrantTypeTxt |
| Cash Grant | $8,451 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I LINE 2 | FormAndLineReferenceDesc |
| Explanation | MONITORING IS PROVIDED BY THE ARTHRITIS FOUNDATION'S NATIONAL OFFICE THROUGH OVERSIGHT OF THE TERMS AND CONDITIONS OF A WRITTEN AGREEMENT. MULTIYEAR AGREEMENTS REQUIRE YEARLY PROGRESS AND FINANCIAL REPORTS FOR CONTINUATION OF FUNDING. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (14 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Jane Bascle | ||||||||||||||
| CFO/ASST TREASURER | $70,674 | $0 | $0 | $0 | $51,868 | $0 | $2,981 | $0 | $17,745 | $0 | $143,268 | $0 | $0 | $0 |
| Guy Eakin | ||||||||||||||
| Sr. VP, Science | $150,897 | $0 | $0 | $0 | $5,745 | $0 | $6,265 | $0 | $9,558 | $0 | $172,465 | $0 | $0 | $0 |
| Andrew Gammuto | ||||||||||||||
| Chief Information Officer | $181,525 | $0 | $0 | $0 | $28 | $0 | $6,540 | $0 | $18,372 | $0 | $206,465 | $0 | $0 | $0 |
| Cynthia McDaniel | ||||||||||||||
| Sr. VP, Consumer Affairs | $172,427 | $0 | $0 | $0 | $152 | $0 | $12,342 | $0 | $17,816 | $0 | $202,737 | $0 | $0 | $0 |
| David McLoughlin | ||||||||||||||
| Chief Operation Officer | $290,101 | $0 | $0 | $0 | $10,005 | $0 | $27,100 | $0 | $18,203 | $0 | $345,409 | $0 | $0 | $0 |
| Ann McNamara | ||||||||||||||
| Sr. VP, Revenue Strategy | $206,929 | $0 | $0 | $0 | $61 | $0 | $7,149 | $0 | $1,438 | $0 | $215,577 | $0 | $0 | $0 |
| Ann Palmer | ||||||||||||||
| President/CEO | $408,981 | $0 | $130,000 | $0 | $27,673 | $0 | $36,750 | $0 | $18,202 | $0 | $621,606 | $0 | $0 | $0 |
| Sabrina Sexton | ||||||||||||||
| Sr. VP, Marketing, COMM. | $167,656 | $0 | $5,000 | $0 | $13 | $0 | $0 | $0 | $12,309 | $0 | $184,978 | $0 | $0 | $0 |
| Richard Willis | ||||||||||||||
| Sr. VP, Field ManaGEMENT | $192,790 | $0 | $10,000 | $0 | $35 | $0 | $11,967 | $0 | $22,283 | $0 | $237,075 | $0 | $0 | $0 |
| Cathy Hood | ||||||||||||||
| VP, Human ResourceS | $162,133 | $0 | $10,000 | $0 | $84 | $0 | $6,885 | $0 | $16,649 | $0 | $195,751 | $0 | $0 | $0 |
| Nancy Stinson Harris | ||||||||||||||
| Region Vice President | $168,415 | $0 | $0 | $0 | $0 | $0 | $6,737 | $0 | $11,550 | $0 | $186,702 | $0 | $0 | $0 |
| Anna Hyde | ||||||||||||||
| VP, Advocacy & Access | $169,158 | $0 | $10,000 | $0 | $13 | $0 | $10,749 | $0 | $883 | $0 | $190,803 | $0 | $0 | $0 |
| Victoria Fung | ||||||||||||||
| VP, Mission DeliveRY | $146,255 | $0 | $10,000 | $0 | $30 | $0 | $12,300 | $0 | $1,377 | $0 | $169,962 | $0 | $0 | $0 |
| Robin Kinard | ||||||||||||||
| SVP, Operation & Strategic | $185,851 | $0 | $10,000 | $0 | $0 | $0 | $0 | $0 | $11,049 | $0 | $206,900 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE J, PART I, ITEM 4A | FormAndLineReferenceDesc |
| Explanation | Jane Bascle received a severance payment in the amount of $44,171 during the year ended December 31, 2020. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | THE EXECUTIVE COMMITTEE HAS BEEN GIVEN THE AUTHORITY TO EXERCISE ANY AND ALL POWERS OF THE NATIONAL BOARD BETWEEN MEETINGS OF THE FULL NATIONAL BOARD. THE EXECUTIVE COMMITTEE CONSISTS OF THE OFFICERS AND UP TO EIGHT ADDITIONAL DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 WAS PREPARED BY A PUBLIC ACCOUNTING FIRM WITH INPUT FROM THE FOUNDATION'S ACCOUNTING STAFF AND COO. A DRAFT COPY OF THE FORM 990 WAS REVIEWED BY KEY ACCOUNTING STAFF AND SENIOR MANAGEMENT. EACH PERSON INDIVIDUALLY REVIEWED THE FORM (INCLUDING SCHEDULES) AND SUBMITTED QUESTIONS OR COMMENTS TO MANAGEMENT AS NECESSARY. QUESTIONS AND COMMENTS WERE RESOLVED APPROPRIATELY TO THE SATISFACTION OF THE FOUNDATION'S COO. THE FORM 990 (INCLUDING SCHEDULES) WAS THEN REVIEWED AND APPROVED BY THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS PRIOR TO SUBMISSION. THE FINAL FORM WAS PROVIDED TO THE ENTIRE BOARD OF DIRECTORS AT A SCHEDULED MEETING. COMMENTS AND SUGGESTED CHANGES WERE INCORPORATED INTO A SUBSEQUENT DRAFT OF THE FORM 990. THE FINAL DRAFT OF THE FORM 990 WAS PRESENTED TO THE FULL BOARD OF DIRECTORS PRIOR TO SUBMISSION. |
| FORM 990, PART VI, SECTION B, LINE 12C | AT LEAST ANNUALLY, ALL EMPLOYEES MUST SIGN A CONFLICT OF INTEREST DISCLOSURE FORM. VOLUNTEERS IN POSITIONS OF GOVERNANCE SUCH AS FOR BOARD MEMBERS, COMMITTEE MEMBERS AND AD HOC TASK FORCE MEMBERS SHALL COMPLETE A CONFLICT OF INTEREST DISCLOSURE FORM ANNUALLY AND PRIOR TO INITIAL APPOINTMENT TO SERVE IN THE VARIOUS POSITIONS. THE BOARD OF DIRECTORS AUDIT COMMITTEE REVIEWS AND ADJUDICATES POTENTIAL VOLUNTEER CONFLICTS. IF POTENTIAL CONFLICTS EXIST AS TO ARTHRITIS FOUNDATION STAFF, THE APPROPRIATE MANAGEMENT AND/OR THE HUMAN RESOURCES DEPARTMENT SHALL ADDRESS THEM. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION AND PERSONNEL COMMITTEE MET ON January 17, 2020 and October 5, 2020 TO REVIEW TOTAL COMPENSATION AND BENEFITS FOR THE CEO AND OTHER KEY EMPLOYEES. THE COMMITTEE RECEIVED COMPENSATION REPORTS PREPARED BY AN INDEPENDENT COMPENSATION CONSULTANT, JER HR ASSOCIATES LLC, AND REVIEWED THE COMPARATIVE ANALYSIS OF MARKET DATA FOR PEER ORGANIZATIONS WITH THE TOTAL COMPENSATION PAID BY THE ARTHRITIS FOUNDATION FOR EACH POSITION. IT WAS THE CONSULTANT'S UNRESERVED OPINION THAT THE BASE SALARIES AND TOTAL COMPENSATION PROVIDED TO THE FOUNDATION'S SENIOR MANAGEMENT EXECUTIVES, INCLUDING THE CEO, MEET ALL STANDARDS OF REASONABLENESS AND ARE NOT EXCESSIVE. THE COMMITTEE MEETS ANNUALLY TO COMPLETE THIS REVIEW AND REPORTS TO THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES PUBLIC THE MAJORITY OF ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS VIA THE NATIONAL OFFICE'S WEBSITE AT WWW.ARTHRITIS.ORG. ALL OTHER DOCUMENTS NOT READILY AVAILABLE VIA THIS WEBSITE ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9 | UNREALIZED GAIN ON BENEFICIAL INTERESTS IN PERPETUAL TRUSTS - $599,529 NET CHANGE IN VALUATION OF SPLIT INTEREST AGREEMENTS - $2,356,149 NET CHANGE IN PENSION LIABILITIES - $119,540 |
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