2021-09-28T08:20:47-05:00 2020-12-31 BDO USA LLP 1100 Peachtree Street Suite 700 ATLANTA GA 303094516 990 2020-01-01 581341679 Arthritis Foundation Inc % ROSE THOMAS ARTH 4048727100 1355 Peachtree Street NE Suite 600 Atlanta GA 30309 Steven Taylor Exec. Vice President 4048727100 2021-09-22 true Steven Taylor 999009999 Sandra L Feinsmith P01064157 4046886841 2021-09-22 2 2020 2022-09-23 18:48:47Z Ann Palmer CEO 1355 Peachtree St ne suite 600 Atlanta GA 30309 90028887 false 8510 X www.arthritis.org X 1948 GA 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. 15 15 441 7500 2452166 0 49270004 54540818 2558026 2779626 7604162 3909214 13647398 2554279 73079590 63783937 10717558 11004188 0 0 37250836 28020509 1649263 1940532 8303796 32992349 20081945 82610006 61047174 -9530416 2736763 182373416 192849128 27183343 26383649 155190073 166465479 X 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. false false 20545548 0 0 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. 14079636 10918918 0 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. 10979824 76819 2779626 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. 1133805 0 0 PROFESSIONAL EDUCATION 0 8451 0 SPECIFIC ASSISTANCE TO INDIVIDUALS 1133805 8451 0 46738813 true true false true false false false false false true true false false true true true true false false false false false false true true false false true true true false false false false false false false false false false false false false false false false false true 246 0 true 441 true true true false false false false true true false false false false false false X 15 15 false false false false false false false true true false true true true true true true true true true true false AL AK AR CA CO CT FL GA HI IL KS KY LA ME MD MA MI MN MS NV NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI X X ROSE THOMAS 4705888625 1355 PEACHTREE STREET NE SUITE 600 ATLANTA GA 30309 X Ann Palmer President/CEO 37.5 0.0 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0.0 X 0 0 0 TONY BIHL TREASURER 1.0 0.0 X X 0 0 0 ROBIN DORE DIRECTOR 1.0 0.0 X 0 0 0 DENNIS M P EHLING DIRECTOR 1.0 0.0 X 0 0 0 THOMAS FLEETWOOD DIRECTOR 1.0 0.0 X 0 0 0 RANDEEP S KAHLON DIRECTOR 1.0 0.0 X 0 0 0 MARTIN LOTZ DIRECTOR 1.0 0.0 X 0 0 0 DAVID A PLEASANCE DIRECTOR 1.0 0.0 X 0 0 0 Mark Froimson Director 1.0 0.0 X 0 0 0 Vijay Murali Director 1.0 0.0 X 0 0 0 Diana Milojevic DIRECTOR 1.0 0.0 X 0 0 0 Jay Yadav DIRECTOR 1.0 0.0 X 0 0 0 2954499 0 325199 32 false true false Resource One 2900 East Apache Street TULSA OK 74110 direct mail 2003744 Thompson Habib Denison Inc 55 Old Bedford Road Suite 201 LINCOLN MA 01773 Direct Mail Counsel 1145001 Blue Modus 1641 California Street Suite 400 DENVER CO 80202 TECH & SOFTWARE SVCS 527985 Merkle Inc 29432 Network Place CHICAGO IL 60673 Direct Mail Counsel 496715 ProCirc PO Box 90002 PRESCOTT AZ 86304 Circulation/printing 457170 27 474117 9134558 5447679 39484464 54540818 COMMUNITY HEALTH & SUPPORT 624100 2779626 2779626 2779626 4370468 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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 X X X X X X X true Merkle Inc PO Box 64987 Baltimore MD 21264 Strategic false 516515 THD 55 Old Bedford Road Suite 201 Lincoln MA 01773 Strategic false 9418076 1424017 7994059 9418076 1940532 7994059 AL AK AR CA CO CT FL GA HI IL KS KY LA ME MD MA MI MN MS NV NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI BICYCLE TOUR LA 669908 665528 4380 6274 6600 14757 Bell Run 471539 464219 7320 1080 5303 392 8656802 8004811 651991 87612 223985 12372 295989 9798249 9134558 663691 94966 230585 12372 316049 653972 9719 true CARRA Inc Stanford Univ Med Palo Alto CA 94304 464152355 501(c)(3) 5666667 research Trustees of Dartmouth College 11 Rope Ferry Road 6210 Hanover NH 03755 020222111 501(c)(3) 739415 research University of Kentucky Research Foundation 105 Kinkead Hall Lexington KY 405060057 616033693 501(c)(3) 417304 research Vanderbilt University Medical Center 1211 Medical Center Dr Nashville TN 37232 620476822 501(c)(3) 330000 research University of California San Francisco 9500 Gilman Drive 0009 La Jolla CA 92093 966006144 501(c)(3) 234268 research Duke University Alumni Devlpmt Records Durham NC 27708 560532129 501(c)(3) 233934 research Foundation for the National Inst of Health 11400 Rockville Pike N Bethesda MD 20852 521986675 501(c)(3) 200000 research University of North Carolina at Chapel Hill 250 E Franklin St Chapel Hill NC 27514 566001393 501(c)(3) 141658 research University of Washington 4333 Brooklin Avenue Seattle WA 98195 916001537 501(c)(3) 85000 research Stanford University PO Box 44253 San Francisco CA 941444253 941156365 501(c)(3) 75000 research Cleveland Clinic Foundation PO Box 931517 Cleveland OH 44193 340714585 501(c)(3) 66619 research Children's Hospital Colorado Foundation 13123 E 16th Ave Box 045 Aurora CO 80045 840813462 501(c)(3) 60000 research Indiana University 400 E 7th St Rm 501 Bloomington IN 47405 356001673 501(c)(3) 60000 research Seattle Children's Hospital PO BOX 5371 MS S200 Seattle WA 98145 911156519 501(c)(3) 60000 research The University of Alabama at Birmingham 1530 3rd Ave S AB-1230 Birmingham AL 35294 636005396 501(c)(3) 60000 research University of Arizona 1401 East University Blvd Tucson AZ 85721 742652689 501(c)(3) 60000 research University of Florida 1250 E CAMPUS BLDG Gainesville FL 32611 596002052 501(c)(3) 60000 research University of Minnesota - Twin Cities 1300 S 2nd St Ste 206 Minneapolis MN 55454 416007513 501(c)(3) 60000 research State Univ of NY Downstate Medical Center 450 Clarkson Ave Brooklyn NY 11203 141368361 501(c)(3) 50000 research University of California Los Angeles 10889 Wilshire Blvd Los Angeles CA 90095 956006143 501(c)(3) 50000 research Cedars-Sinai Medical Center 6500 Wilshire Blvd Los Angeles CA 90048 951644600 501(c)(3) 38420 research Washington University PO BOx 8233 St Louis MO 63110 430653611 501(c)(3) 8333 research 22 Other Research 8451 PART I LINE 2 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. X X X X X X true false false false false false false false false Jane Bascle CFO/ASST TREASURER 70674 0 0 0 51868 0 2981 0 17745 0 143268 0 0 0 Guy Eakin Sr. VP, Science 150897 0 0 0 5745 0 6265 0 9558 0 172465 0 0 0 Andrew Gammuto Chief Information Officer 181525 0 0 0 28 0 6540 0 18372 0 206465 0 0 0 Cynthia McDaniel Sr. VP, Consumer Affairs 172427 0 0 0 152 0 12342 0 17816 0 202737 0 0 0 David McLoughlin Chief Operation Officer 290101 0 0 0 10005 0 27100 0 18203 0 345409 0 0 0 Ann McNamara Sr. VP, Revenue Strategy 206929 0 0 0 61 0 7149 0 1438 0 215577 0 0 0 Ann Palmer President/CEO 408981 0 130000 0 27673 0 36750 0 18202 0 621606 0 0 0 Sabrina Sexton Sr. VP, Marketing, COMM. 167656 0 5000 0 13 0 0 0 12309 0 184978 0 0 0 Richard Willis Sr. VP, Field ManaGEMENT 192790 0 10000 0 35 0 11967 0 22283 0 237075 0 0 0 Cathy Hood VP, Human ResourceS 162133 0 10000 0 84 0 6885 0 16649 0 195751 0 0 0 Nancy Stinson Harris Region Vice President 168415 0 0 0 0 0 6737 0 11550 0 186702 0 0 0 Anna Hyde VP, Advocacy & Access 169158 0 10000 0 13 0 10749 0 883 0 190803 0 0 0 Victoria Fung VP, Mission DeliveRY 146255 0 10000 0 30 0 12300 0 1377 0 169962 0 0 0 Robin Kinard SVP, Operation & Strategic 185851 0 10000 0 0 0 0 0 11049 0 206900 0 0 0 SCHEDULE J, PART I, ITEM 4A Jane Bascle received a severance payment in the amount of $44,171 during the year ended December 31, 2020. 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