2020-03-09T09:31:00-05:00 2019-06-30 650715836 ZOMMA GROUP LLP 355 ALHAMBRA CIRCLE SUITE 1100 CORAL GABLES FL 33134 990 2018-07-01 201048322 COPD FOUNDATION INC COPD 8667312673 3300 PONCE DE LEON BLVD CORAL GABLES FL 33134 SASHA LAVIN CFO 8667312673 2020-03-09 1 MARGARITA G LISKER CPA P00957338 3054448288 50.240.44.122 2020-03-09 09:03:34 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 656E1F526535E380561DB5F5BF2FF5BBF019B51B 2018 2020-11-06 18:47:13Z CORINNE COSTA 3300 PONCE DE LEON BLVD CORAL GABLES FL 33134 15985862 0 X WWW.COPDFOUNDATION.ORG X 2004 FL SEE SCHEDULE O.THE COPD FOUNDATION'S MISSION IS TO PREVENT AND CURE CHRONIC OBSTRUCTIVE PULMONARY DISEASE AND TO IMPROVE THE LIVES OF ALL PEOPLE AFFECTED BY COPD. 14 14 31 243 0 0 9293787 9742695 388293 121668 186902 243524 0 0 9868982 10107887 808084 1936959 0 0 2416263 2916760 0 0 1041359 5940494 5850455 9164841 10704174 704141 -596287 10452382 9184199 3029575 3105458 7422807 6078741 X THE COPD FOUNDATION WAS ESTABLISHED TO SPEED INNOVATIONS WHICH WILL MAKE TREATMENTS MORE EFFECTIVE AND AFFORDABLE, UNDERTAKE INITIATIVES THAT RESULT IN EXPANDED SERVICES FOR COPD PATIENTS, AND IMPROVE THE LIVES OF PATIENTS WITH COPD THROUGH EDUCATION AND RESEARCH THAT WILL LEAD TO PREVENTION AND SOMEDAY A CURE FOR THE DISEASE 0 0 7465044 1936959 3156631 RESEARCHCOPD360 RESEARCH ENCOMPASSES THE COPD FOUNDATION'S ENTIRE RESEARCH INFRASTRUCTURE. THIS INCLUDES THE COPD PATIENT-POWERED RESEARCH NETWORK (COPD PPRN) WITH ITS EXTENSIVE CAPABILITIES, INCLUDING LONGITUDINAL FOLLOW UP AND THE ABILITY TO LEVERAGE THE COPD PPRN PLATFORM TO ADD ADDITIONAL SURVEYS AND SUBSTUDIES, PARTNERSHIPS WITH CRITICAL STUDIES LIKE COPDGENE AND SPIROMICS; THE COPD BIOMARKER QUALIFICATION CONSORTIUM (CBQC), THE BRONCHIECTASIS AND NTM RESEARCH INFRASTRUCTURE AND SOCIAL COMMUNITY AS WELL AS CLINICAL AND DEMONSTRATION STUDIES. COPD360RESEARCH PROVIDES A CRITICAL ROLE FOR THE PATIENT IN ALL STAGES OF RESEARCH, INCLUDING STUDY DEVELOPMENT DESIGN, IMPLEMENTATION AND DISSEMINATION. THE COPD PATIENT-POWERED RESEARCH NETWORK (COPD PPRN) IS A PATIENT-REPORTED REGISTRY THAT OFFERS AN OPPORTUNITY TO PARTICIPATE IN SURVEY-BASED RESEARCH AND PROVIDES A PLATFORM FOR PATIENTS TO LEARN ABOUT ADDITIONAL RESEARCH OPPORTUNITIES. COMPRISED OF OVER 7700 INDIVIDUALS, THE REGISTRY IS CURRENTLY "RESEARCH READY AND IS BEING UTILIZED IN VARIOUS STUDIES AT DIFFERENT LEVELS OF INVOLVEMENT.THE COPD BIOMARKER QUALIFICATION CONSORTIUM WAS FORMED IN 2010 AS A POWERFUL AND UNIQUE PUBLIC-PRIVATE PARTNERSHIP AMONG ACADEMIA, THE PHARMACEUTICAL INDUSTRY AND GOVERNMENT AGENCIES TO FAST-TRACK RESEARCHAND AVOID DUPLICATION OF STUDIES. THE GOALS ARE TO IDENTIFY BIOMARKER AND CLINICAL OUTCOME ASSESSMENT (COA) DRUG DEVELOPMENT TOOLS (DDTS) OF INTEREST. CBQC CURRENTLY HAS EIGHT ACTIVE PROJECTS RELATING TO FOUR BIOMARKERS (SRAGE, EOSINOPHILS, DESMOSINE AND IMAGING) AND FOUR CLINICAL OUTCOME ASSESSMENTS (CWR EXERCISE, CAT, PHYSICAL ACTIVITY AND PROACTIVE). THE BRONCHIECTASIS AND NTM RESEARCH REGISTRY (BRR) IS A CONSOLIDATED DATABASE OF NON-CYSTIC FIBROSIS (NON-CF) BRONCHIECTASIS AND/OR NONTUBERCULOUS MYCOBACTERIA (NTM) CLINICAL INSTITUTIONS ACROSS THE UNITED STATES. THE GOAL OF THE REGISTRY IS TO SUPPORT COLLABORATIVE RESEARCH AND ASSIST IN THE PLANNING OF MULTI-CENTER CLINICAL TRIALS FOR THE TREATMENT OF NON-CF BRONCHIECTASIS AND/OR NTM LUNG DISEASE. MORE THAN 3,300 PEOPLE HAVE ENROLLED IN THE REGISTRY. 678492 419917 CARE DELIVERYCARE DELIVERY PROVIDES EDUCATIONAL OPPORTUNITIES FOR ALL PEOPLE AFFECTED BY COPD, WHETHER THEY ARE PATIENTS, FAMILY MEMBERS, HEALTHCARE PROVIDERS OR OTHERS. THE FOUNDATION WORKS WITH PARTNERS AND COLLABORATORS TO IMPROVE THE QUALITY OF CARE FOR THOSE WITH COPD AND ENSURE THAT BOTH PATIENTS AND PROVIDERS HAVE THE MOST UP-TO-DATE INFORMATION ON COPD CARE AND TREATMENT. A KEY VEHICLE FOR DISSEMINATING THIS INFORMATION IS THROUGH THE FOUNDATION'S COPD360SOCIAL PLATFORM, COPD360SOCIAL.ORG. THIS PLATFORM IS AN ONLINE COMMUNITY FOR INDIVIDUALS WITH COPD, THEIR FAMILIES AND CAREGIVERS. TOTAL MEMBERSHIP IS MORE THAN 35,000. PRAXIS IS THE COPD FOUNDATION'S UNIQUE UMBRELLA INITIATIVE FOR HEALTHCARE PROVIDERS, HEALTH SYSTEMS ADMINISTRATORS AND POLICY MAKERS. THROUGH PRAXIS, THE FOUNDATION SHARES IDEAS ABOUT HOW TO IMPROVE COPD CARE ACROSS THE HEALTH CONTINUUM AND, IN TURN, REDUCE PREVENTABLE HOSPITAL READMISSIONS. THE ONLINE HUB FOR THE INITIATIVE PROMOTES THE SHARING OF EXPERTISE AND RESOURCES IN WAYS WHICH ENABLE THE PROACTIVE IDENTIFICATION AND ELIMINATION OF GAPS IN COPD CARE. IN PARTNERSHIP WITH JVION AND GEISINGER, THE FOUNDATION COMPLETED A VALIDATION STUDY TO BETTER UNDERSTAND THE PREDICTIVE DRIVERS FOR COPD READMISSIONS AND HOW TO AVOID UNNECESSARY HOSPITAL ADMISSIONS. THE FOUNDATION'S EDUCATION PROGRAMS ARE DESIGNED TO EMPOWER THOSE WITH COPD TO TAKE CHARGE OF THEIR HEALTH MANAGEMENT AND TO PROVIDE HEALTH CARE PROFESSIONALS WITH TOOLS TO IMPROVE PATIENT CARE. THE GOAL OF THESE EDUCATIONAL EFFORTS IS TO IMPROVE THE QUALITY OF LIFE OF THOSE AFFECTED BY COPD. KEY WORK INCLUDED UPDATING COPD IN THE HOSPITAL AND THE TRANSITION BACK TO HOME AND THE 1S, 2S AND 3S OF COPD. A NEW MATERIAL ENTITLED THE 123S OF BRONCHIECTASIS AND NTM WAS ALSO CREATED TO HELP PATIENTS WITH THESE CONDITIONS. 293894 PUBLIC POLICY AND ADVOCACYTHE COPD FOUNDATION WORKS TO BRING ABOUT CHANGES AT THE FEDERAL, STATE AND LOCAL LEVELS THAT POSITIVELY AFFECT THE LIVES OF INDIVIDUALS LIVING WITH COPD. THESE CHANGES TAKE MANY FORMS, SUCH AS ADVOCATING FOR NEW LAWS OR REGULATIONS, BUILDING A TEAM OF ADVOCATES TO CREATE CHANGES IN THEIR OWN COMMUNITIES OR OFFERING PROGRAMS THAT HELP INDIVIDUALS WITH COPD BREATHE BETTER. IN JUNE 2019, MORE THAN 40 PATIENTS, CAREGIVERS AND HEALTHCARE PROFESSIONALS CONVERGED IN WASHINGTON, DC, FOR IMPACT COPD. THIS INTERACTIVE TWO-DAY WORKSHOP FOR COPD CHAMPIONS CONSISTED OF TRAINING, RELATIONSHIP BUILDING AND ADVOCACY AND INCLUDED NETWORKING OPPORTUNITIES AS WELL AS VISITS WITH CONGRESSIONAL OFFICES ON CAPITOL HILL. ON DAY ONE OF THIS INAUGURAL EVENT, COPD CHAMPIONS, MOST OF WHOM ARE LONGTIME COPD STATE CAPTAINS, WERE JOINED BY EXPERTS FROM THE NATIONAL INSTITUTES OF HEALTH (NIH), THE US FOOD & DRUG ADMINISTRATION, OUR OWN COPD FOUNDATION TEAM AND OTHERS TO COVER TOPICS RANGING FROM EARLY STAGE TO CLINICAL RESEARCH, ACCESS TO CARE CHALLENGES AND HOW TO EFFECTIVELY APPLY STORYTELLING IN ADVOCACY WORK. AT THE END OF DAY ONE, THE GROUP'S FOCUS SHIFTED TO CAPITOL HILL, WHERE PARTICIPANTS ENGAGED WITH CONGRESSIONAL STAFF AT AN EVENING RECEPTION, FOLLOWED BY A DAY OF MORE THAN 80 MEETINGS WITH CONGRESSIONAL MEMBERS AND THEIR STAFF. PARTICIPANTS ADVOCATED FOR COPD RESEARCH FUNDING AT THE NIH AND A COPD PROGRAM AT THE CENTERS FOR DISEASE CONTROL & PREVENTION, TWO IMPORTANT REQUIREMENTS FOR PROGRESSING THE IMPLEMENTATION OF THE COPD NATIONAL ACTION PLAN. THEY ALSO URGED CONGRESSIONAL MEMBERS TO ADDRESS CRITICAL ISSUES SUCH AS ACCESS TO SUPPLEMENTAL OXYGEN AND THE NEED FOR THE CENTERS FOR MEDICARE AND MEDICAID SERVICES TO DROP THEIR PROPOSAL TO INCLUDE NON-INVASIVE VENTILATORS IN THE COMPETITIVE BIDDING PROGRAM MOVING FORWARD. STATE CAPTAINS ARE VOLUNTEERS WHO ADVOCATE ON BEHALF OF COPD PATIENTS, PROVIDE EDUCATIONAL INFORMATION IN THEIR COMMUNITIES AND LOBBY THEIR LOCAL POLITICIANS. THEY ARE INDIVIDUALS LIVING WITH COPD, CAREGIVERS, FRIENDS, FAMILY MEMBERS OR HEALTHCARE PROVIDERS WHO LEVERAGE THEIR CONTACTS AND TALENTS TO PARTNER WITH THE COPD FOUNDATION TO SERVE AS STATE AND COMMUNITY LEADERS. CAPTAINS PROMOTE THE IMPORTANCE OF BECOMING AN ACTIVE PART OF THE COPD COMMUNITY. THEY WORK TO SPREAD COPD AWARENESS IN THEIR STATE AND LOCAL AREAS, MENTOR FELLOW COPD COMMUNITY MEMBERS AND PARTICIPATE IN ONLINE AND IN-PERSON GRASSROOTS ADVOCACY AND COMMUNITY BUILDING ACTIVITIES FOCUSED ON HEALTH POLICY ISSUES THAT ARE IMPORTANT TO THOSE WHO HAVE COPD. 665653 487486 665653 487486 9103083 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 0 1 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 37 0 1 31 1 0 0 0 0 0 1 1 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X X THE ORGANIZATION 8667312673 3300 PONCE DE LEON BLVD CORAL GABLES FL 33134 MICHAEL P MAYER CHAIRMAN 2.00 X X 0 0 0 WAYNE E WITHERS JR VICE-CHAIR, TREASURER 2.00 X X 0 0 0 DONALD GRAY SECRETARY 2.00 X X 0 0 0 JAMES D CRAPO MD DIRECTOR 2.00 X 0 0 0 GRACE ANNE DORNEY KOPPEL ESQ DIRECTOR 2.00 X 0 0 0 SAM P GIORDANO RRT DIRECTOR 2.00 X 0 0 0 ROBERT WISE MD DIRECTOR 2.00 X 0 0 0 RICHARD CASABURI PHD MD DIRECTOR 2.00 X 0 0 0 STEW COGAN ESQ DIRECTOR 2.00 X 0 0 0 GERARD M TURINO MD DIRECTOR 2.00 X 0 0 0 LEONARD FROMER MD DIRECTOR 2.00 X 0 0 0 BILL MAYNE DIRECTOR 2.00 X 0 0 0 JEAN WRIGHT MD MBA DIRECTOR 2.00 X 0 0 0 RUSSELL L GANTT DIRECTOR 2.00 X 0 0 0 BYRON M THOMASHOW MD CHIEF MEDICAL OFFICER 2.00 X X 0 0 0 CORINNE COSTA CEO 40.00 X 161126 0 4202 SASHA LAVIN CFO 40.00 X 105512 0 10494 SARA D LATHAM EXECUTIVE VICE PRESIDENT 40.00 X 140054 0 31371 CAROLL ADAMS EXECUTIVE VICE PRESIDENT 24.00 X 147000 0 0 ELISHA MALANGA EXECUTIVE VICE PRESIDENT 40.00 X 128987 0 30426 MARY A BYRNES CAO 40.00 X 111944 0 0 VINCENT MALANGA CIO 40.00 X 106694 0 3201 CRAIG L KEPHART FORMER CEO 0.00 X 162680 0 3008 1063997 0 82702 8 1 1 0 UNIVERSITY OF MICHIGAN 500 S STATE ST ANN ARBOR MI 48109 CLINICAL STUDY CONTRACTOR 306907 SCHEDULINGCOM 720 3RD AVE SUITE 1000 SEATTLE WA 98104 DATA COORDINATING CENTER 286490 VCC SYSTEMS INC 2785 CRYSTAL COURT MIAMI FL 33133 CALL CENTER CONTRACTOR 284000 DEBORA D MERRILL 3461 PICKERTOWN ROAD CHALFONT PA 18194 CONTRACTOR 225771 UNIVERSITY OF CALIFORNIA SAN DIEGO 9500 GILMAN DR LA JOLLA CA 92093 DATA ANALYSIS CONTRACTOR 224734 10 370787 9371908 9742695 PUBLICATION INCOME 511120 121668 121668 121668 132557 132557 5818334 5707367 110967 110967 110967 170608 370787 170608 0 10107887 0 0 365192 X 1936959 1936959 2446101 1618728 247156 580217 35632 35632 238771 166922 22626 49223 196256 130268 18598 47390 45779 38727 5915 1137 60915 21775 31318 7822 4586372 4454756 61990 69626 77555 57992 6765 12798 142158 127869 4832 9457 136822 86551 18091 32180 317688 183450 59855 74383 111822 42424 15537 53861 5864 5864 10269 6275 1740 2254 BUSINESS MEALS 86199 45757 13862 26580 LICENSES AND FEES 82673 25564 30220 26889 DUES & SUBSCRIPTIONS 68576 35644 2357 30575 TELEPHONE 64771 45922 6093 12756 52992 41868 6913 4211 10704174 9103083 559732 1041359 2823769 1070979 542590 720225 3383281 1630629 132992 304044 50548 36376 16118 14172 3303632 5030062 250000 414088 10452382 9184199 1339246 1887712 1440329 967746 250000 250000 3029575 3105458 X -338928 1552744 7761735 4525997 7422807 6078741 10452382 9184199 X -596287 126805 -628638 -245946 X X 0 1 X 1 0 X 9038542 7484148 10023890 9064117 9371908 44982605 9038542 7484148 10023890 9064117 9371908 44982605 20223536 24759069 60108 75278 22857 63186 132557 353986 45336591 0.54610 0.51850 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 50548 36376 14172 14172 X 10235240 126805 548 127353 10107887 0 10107887 10704174 0 10704174 0 10704174 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 YEAR ENDED JUNE 30, 2019, 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, 2019, FOR WHICH THE ULTIMATE DEDUCTIBILITY IS HIGHLY CERTAIN BUT FOR WHICH THERE IS 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 IS REQUIRED TO BE ACCRUED FOR TAXES OR RELATED PENALTIES AND INTEREST FOR ANY TAX POSITION TAKEN THROUGH JUNE 30, 2019. PART XI, LINE 2D - OTHER ADJUSTMENTS: RECONCILING DIFFERENCE 548. 0 0 0 0 0 0 0 0 0 0 EUROPE (INCLUDING ICELAND & GREENLAND) RESEARCH 40000 WIRE EAST ASIA AND THE PACIFIC RESEARCH 54285 WIRE 0 0 0 0 0 0 FUNDRAISING EVENT 541395 370787 170608 11988 158620 541395 370787 170608 11988 158620 170608 0 0 NATIONAL JEWISH HEALTH 1400 JACKSON STREET DENVER CO 80206 742044647 501(C)(3) 1237500 RESEARCH X X 1 0 0 0 0 0 0 0 0 CORINNE COSTA CEO 161126 0 0 0 0 0 0 0 4202 0 165328 0 0 0 SARA D LATHAM EXECUTIVE VICE PRESIDENT 140054 0 0 0 0 0 0 0 31371 0 171425 0 0 0 ELISHA MALANGA EXECUTIVE VICE PRESIDENT 128987 0 0 0 0 0 0 0 30426 0 159413 0 0 0 CRAIG L KEPHART FORMER CEO 162680 0 0 0 0 0 0 0 3008 0 165688 0 0 0 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 4,454,756. MANAGEMENT AND GENERAL EXPENSES 61,990. FUNDRAISING EXPENSES 69,626. TOTAL EXPENSES 4,586,372. FORM 990, PART XI, LINE 9: RECONCILING DIFFERENCE 548. LOSS ON DISSOLUTION OF SUBSIDIARY -246,494. FORM 990, PART XII, LINE 2C: THERE WERE NO CHANGES FROM PRIOR YEAR. RESPIRATORY LOGISTICS INC 3300 PONCE DE LEON BLVD CORAL GABLES FL 33134 271116064 LOGISTICS DE COPD FOUNDATION C 1.00000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0