2019-08-13T09:29:59-05:00 2018-12-31 Kundinger Corder & Engle PC 475 Lincoln Street Suite 200 Denver CO 80203 990 2018-01-01 264431001 Global Down Syndrome Foundation GLOB 7205485618 3239 E 2nd Avenue Denver CO 80206 Michelle Sie Whitten President & CEO 7205485618 2019-08-05 1 Laurie Anderson P01416697 3035345953 2019-08-13 72.164.244.82 2019-08-13 08:29:41 MD P 4C6F90D5B18D9A11C6848E517D2975E4AD7741AE 4C6F90D5B18D9A11C6848E517D2975E4AD7741AE 2018 2019-02-21 02:37:17Z X Michelle Sie Whitten 3239 E 2nd Avenue Denver CO 80206 5651937 0 X www.globaldownsyndrome.org X 2009 CO To improve the lives of people with Down Syndrome. 8 4 30 707 6150 0 5044441 4701935 33460 37419 12893 15806 2773 13932 5093567 4769092 890650 694681 0 0 995585 1277584 0 0 771412 1740055 2075871 3626290 4048136 1467277 720956 6298263 7089904 988156 1058841 5310107 6031063 X To significantly improve the lives of people with Down syndrome through Research, Medical care, Education and Advocacy. An important part of this mission is to support the Linda Crnic Institute for Down syndrome to eradicate the medical and cognitive ill effects associated with Down syndrome and to ensure people with the condition can reach their true potential. 0 0 1507532 599348 Research and clinical care: Down syndrome is a known quantity - it is when a person is born with three copies of chromosome 21 instead of the usual two, called triplication. Therefore, scientists can develop better methods to understand how the triplication leads to a higher incidence of certain diseases and protects those same individuals from other diseases. They do so in the following ways:- Updating medical guidelines by conducting research on how many people with Down syndrome have certain conditions or diseases and what interventions or medications work for people with Down syndrome.- Conducting medical or clinical research to improve the health and lifespan of people with Down syndrome.- Conducting basic or laboratory research in conjunction with medical or clinical research.- Expanding awareness through education outreach, government advocacy, and public relations work in coordination with and for the Crnic Institute and the Sie Center. 910024 95333 45201 Health and wellness: Global offers a variety of health and wellness programs, designed to support and improve the lives of Global's self-advocates. In addition to skill building, these programs help build self-esteem and foster independence. 2417556 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 1 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 53 0 1 30 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 8 4 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X Stacy Hutchcraft 7205485618 3239 E 2nd Avenue Denver CO 80206 John J Sie Chair 1.50 X X 0 6572 18438 Anna M Sie Director 1.50 X 0 0 0 Michelle Sie Whitten Director and President 20.00 20.00 X X 112313 112313 21407 Mary Beth Wallingford Treasurer 3.00 X X 0 0 0 John C McGinley Director 1.00 X 0 0 0 Jay Mills Director 1.00 X 0 0 0 Ricki Rest Director 1.00 X 0 0 0 Tomago Collins Director 1.00 X 0 0 0 112313 118885 39845 1 0 1 0 ECRI Institute 5200 Butler Pike Plymouth Meeting PA 19462 Medical guidelines 200000 Faegre Baker Daniels LLP 75 Remittance Drive Dept 6952 Chicago IL 60675 Advocacy services 159318 Nevadamatic Inc 1299 Ocean Avenue Suite 333 Santa Monica CA 90401 Gala entertainment 150000 True North Custom Publishing LLC PO Box 116575 Atlanta GA 30368 Publication services 129577 CliftonLarsonAllen LLP 8390 E Crescent Parkway Suite 300 Greenwood Village CO 80111 Accounting services 125807 7 X 39296 1618701 2035166 1008772 645400 4701935 Registration fees 900099 37419 37419 37419 16615 16615 809 -809 -809 -809 882036 1618701 882036 0 Miscellaneous 900099 6972 6972 Pub. advertising 511190 6150 6150 Premium Sales 900099 810 810 13932 4769092 45201 6150 15806 X 684681 684681 10000 10000 110084 55042 27521 27521 999524 537308 187888 274328 87402 41442 27319 18641 80574 41841 15799 22934 55338 55338 98257 98257 163278 163278 652425 386490 152947 112988 345337 150836 91192 103309 151474 77348 15820 58306 24360 24360 Other 177294 25586 151708 Advocacy 128926 128926 Event expense 115324 115324 Program expenses 99035 99035 64823 15743 11019 38061 4048136 2417556 859168 771412 1263569 2280480 4414737 3131330 565118 663030 4054 1664 42713 29688 1095583 111871 8072 983712 6298263 7089904 221084 494748 750000 535000 17072 29093 988156 1058841 X 3505490 4190644 1804617 1840419 5310107 6031063 6298263 7089904 720956 0 X X 0 1 X 1 0 X 3320099 3728784 5488966 5044441 4701935 22284225 3320099 3728784 5488966 5044441 4701935 22284225 8259690 14024535 2198 2683 9633 12353 16615 43482 2900 1600 1200 -2528 1925 5097 3738 11646 6264 223 7782 29653 22362457 171567 0.62710 0.59350 X 163278 163278 3771936 3935214 346761 86690 0 0 328172 318657 331315 346761 1324905 1987358 25402 33163 38596 163278 260439 82043 79664 82829 86690 331226 496839 1000000 19608 980392 95583 92263 3320 983712 5598354 829262 829262 4769092 0 4769092 4877398 829262 829262 4048136 0 4048136 1 0 0 0 0 0 0 0 0 0 Albania Educational Grant 10000 Check 1 0 0 0 0 0 0 Part II, Line 1 For the educational and self advocate employment grants, members of the Global Down Syndrome Foundation conduct a grant review process to determine who is selected from a pool of applicants, and the amount of the grant is determined by reviewing financial reports including a budget for the educational and self advocate employment programs. At the end of the grant period, each grant recipient must send their final report with program documentation. Fashion Show/Gala 2313567 1618045 695522 50567 138796 281251 224908 AcceptAbility Gala 187170 656 186514 27976 79507 65000 14031 2500737 1618701 882036 78543 218303 346251 238939 882036 0 1 University of Colorado Foundation 1800 Grant Street Suite 725 Denver CO 80203 846049811 501 (c) 3 585000 Operating Grant Childrens Hospital Colorado Foundation 13123 E 16th Avenue Box 045 Aurora CO 80045 840813462 501 (c) 3 14348 Operating Grant Down Syndrome Association of Greater St Louis 8531 Page Avenue Suite 120 St Louis MO 63114 431108830 501 (c) 3 12000 Educational grant & Self Advocate Employment Grant Down Syndrome Partnership of North Texas 1200 Summit Avenue Suite 508 Fort Worth TX 76102 752628940 501 (c) 3 10500 Educational Grant & Self Advocate Employment Grant Down Syndrome Network of Montgomery County PO Box 10416 Rockville MD 20849 453139194 501 (c) 3 10000 Educational grant GraceSigns 249 Trinidad Drive Tiburon CA 94920 473032197 501 (c) 3 10000 Educational grant The Cedars of Marin PO Box 947 Ross CA 94957 941606518 501 (c) 3 10000 Educational grant Association for Children with Down Syndrome (ACDS) 4 Fern Place Plainview NY 11803 237175975 501 (c) 3 7000 Educational Grant & Self Advocate Employment Grant Down Syndrome Association of Greater Richmond 1504 Santa Rosa Road Suite 124 Richmond VA 23229 541252305 501 (c) 3 6433 Educational grant Down Syndrome Guild of Dallas 1702 N Collins Blvd Suite 170 Richardson TX 75080 751508091 501 (c) 3 5000 Educational Grant Down Syndrome Association of Houston 7115 W Tidwell Bldg K Suite 106 Houston TX 77092 237203655 501 (c) 3 3000 Other Grant Down Syndrome Alliance of the Midlands 6001 Dodge Street CEC 117B Omaha NE 68182 020593286 501 (c) 3 2000 Self Advocate Employment Grant Down Syndrome Association of Brazos Valley 1802 Wilde Oak Circle Bryan TX 77802 300344421 501 (c) 3 2000 Self Advocate Employment Grant Down Syndrome Association of Jacksonville 630 May Street Jacksonville FL 32204 592978073 501 (c) 3 2000 Self Advocate Employment Grant Down Syndrome of Louisville 5001 S Hurstbourne Parkway Louisville KY 40291 611214126 501 (c) 3 2000 nprice - 07/19/19 02:45PM Worksheet Schedule I Down Syndrome Network Arizona PO Box 12495 Tempe AZ 85284 611409048 501 (c) 3 2000 Self Advocate Employment Grant Down Syndrome Family Connection 2600 S Henderson St Bloomington IN 47401 263317787 501 (c) 3 900 Self Advocate Employment Grant Melanie Rufien 9818 South Clairton Lane Highlands Ranch CO 80126 523934762 501 (c) 3 500 Special Project Grant 17 Part I, Line 2: University of Colorado Foundation- Quarterly reports are provided to the Global Down Syndrome Foundation from the University of Colorado Foundation to ensure that the funds are used appropriately. Prior to the release of funds from the University of Colorado Foundation to the Linda Crnic Institute, the Board of Directors for the Linda Crnic Institute must provide a 12 month operating budget outlining the specific use of the grant funds. The Linda Crnic Institute for Down Syndrome must provide periodic financial statements to the Global Down Syndrome Foundation that show use of the funds granted and any variances from the budget. For the educational and self advocate employment grants, members of the Global Down Syndrome Foundation conduct a grant review process to determine who is selected from a pool of applicants, and the amount of the grant is determined by reviewing financial reports including a budget for the educational and self advocate employment programs. At the end of the grant period, each grant recipient must send their final report with program documentation. X 1 1 X X 0 0 0 0 0 0 0 0 0 Michelle Sie Whitten Director and President 96872 96872 15441 15441 0 0 0 0 10704 10703 123017 123016 0 0 Part I, Line 1a First-class travel is provided as a courtesy for a certain board member who has celebrity status. Part I, Line 3 The board of directors reviews compensation levels for all employees using comparability studies to determine appropriate salary ranges. X 7 87150 Selling price X Auction Items 485 479251 Selling Price X Event Goods 4 67412 Comparable Sales X Program Goods 6 6139 Comparable Sales X Food/Beverage 14 5448 Comparable Sales 0 0 0 Form 990, Part VI, Section A, line 2 Three of the members of the board of directors have a family relationship. Form 990, Part VI, Section B, line 11b Form 990 is reviewed by senior management and distributed by email to the board prior to filing. Form 990, Part VI, Section B, line 12c The board discloses conflicts of interest on an annual basis. Form 990, Part VI, Section B, line 15 In determining the compensation of the CEO, the treasurer of Global provides annual comparability data to the Board Chair and one other board member. These individuals review the comparability data, and determine the appropriate compensation amount. Approval for compensation of all other staff is delegated to the CEO. The CEO bases the compensation on comparability studies for similar positions in similar sized non-profit organizations. Total compensation is included in the annual budget and reviewed by the board at the annual board meeting. Form 990, Part VI, Section C, line 19 The governing documents, conflict of interest policy, and financial statements are made available to the public upon request. Form 990, Part VIII Global, pursuant to its articles of incorporation and bylaws, engages in fundraising activities for its affiliates (e.g. the Linda Crnic Institute for Down Syndrome, Anna and John J. Sie Center for Down Syndrome). On occasion, Global generates donations that are gifted directly to such affiliates. These donations are not reported as contribution revenue on the Form 990, Part VIII. While these amounts are not reflected in the Form 990, it is important to note these amounts are captured in the Global annual report and footnoted in the audited financial statements. Consideration of the contributions to affiliates is important to accurately reflect the efficacy and scope of Global's efforts. The amount donated directly to affiliates in 2018 was $1,643,713. Form 990, Part IX, line 11g Professional services: Program service expenses 386,490. Management and general expenses 152,947. Fundraising expenses 112,988. Total expenses 652,425. Form 990, Part XI, Line 2C The Board Treasurer, the President & CEO and certain members of management meet with the external auditors on an annual basis to review the financial statements in detail. Anna and John J Sie Foundation 3239 E 2nd Ave Denver CO 80206 836058353 Grant making foundation CO 501(c)3 PF N/A 0 East 2nd Avenue Investors LLC 3239 E 2nd Ave Denver CO 80206 464097063 Real estate holding CO N/A 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0