BONE HEALTH AND OSTEOPOROSIS FOUNDATION: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
BONE HEALTH AND OSTEOPOROSIS FOUNDATION (EIN 36-3350532)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-05-17
IRS object ID
201921379349300732
Schema version
2018v3.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-05-17T14:29:48-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN470900880PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CALIBRE CPA GROUP PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17501 WISCONSIN AVENUE SUITE 1200AddressLine1Txt
Address Line2WESTAddressLine2Txt
CityBETHESDACityNm
State AbbreviationMDStateAbbreviationCd
ZIP20814ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN363350532EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NATIONAL OSTEOPOROSIS FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlNATIBusinessNameControlTxt
Phone7036473000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1251 18TH STREET S NO 630AddressLine1Txt
CityARLINGTONCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22202ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonELIZABETH THOMPSONPersonNm
Person TitleCHIEF EXECUTIVE OFFICERPersonTitleTxt
Phone7036473000PhoneNum
Signature2019-05-17SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSCOTT E HALLBERG CPAPreparerPersonNm
PTINP01081188PTIN
Phone2023319880PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address38.100.43.98IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-05-17IPDt
IP Tm15:29:29IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id099BB351ED5C43DB8E4A0DD96B056B1430213725AtSubmissionCreationDeviceId
At Submission Filing Device Id2D5B0BD3402E39B7C704900C7FC251DEED649B44AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerELIZABETH THOMPSONPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1251 18TH STREET S NO 630AddressLine1Txt
CityARLINGTONCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22202ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$4,732,328GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.NOF.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1984FormationYr
Legal Domicile StateMOLegalDomicileStateCd
Activity Or MissionTO PREVENT OSTEOPOROSIS AND IMPROVE THE LIVES OF THOSE AFFECTED BY THE DISEASE.ActivityOrMissionDesc
Voting Members Governing Body21VotingMembersGoverningBodyCnt
Voting Members Independent20VotingMembersIndependentCnt
Total Employee12TotalEmployeeCnt
Total Volunteers25TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$2,031NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$3,772,499PYContributionsGrantsAmt
CY Contributions Grants$3,416,385CYContributionsGrantsAmt
PY Program Service Revenue$352,183PYProgramServiceRevenueAmt
CY Program Service Revenue$509,760CYProgramServiceRevenueAmt
PY Investment Income$44,666PYInvestmentIncomeAmt
CY Investment Income$182,604CYInvestmentIncomeAmt
PY Other Revenue$519,393PYOtherRevenueAmt
CY Other Revenue$437,944CYOtherRevenueAmt
PY Total Revenue$4,688,741PYTotalRevenueAmt
CY Total Revenue$4,546,693CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,494,697PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,503,215CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$5,908PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$2,583CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$788,488CYTotalFundraisingExpenseAmt
PY Other Expenses$2,728,980PYOtherExpensesAmt
CY Other Expenses$2,643,603CYOtherExpensesAmt
PY Total Expenses$4,229,585PYTotalExpensesAmt
CY Total Expenses$4,149,401CYTotalExpensesAmt
PY Revenues Less Expenses$459,156PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$397,292CYRevenuesLessExpensesAmt
Total Assets BOY$5,493,997TotalAssetsBOYAmt
Total Assets EOY$6,956,355TotalAssetsEOYAmt
Total Liabilities BOY$427,495TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,905,073TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$5,066,502NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$5,051,282NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSEE SCHEDULE O.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,050,055ExpenseAmt
Revenue$427,523RevenueAmt
DescPROFESSIONAL EDUCATION: SEE SCHEDULE O FOR FULL STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$620,419ExpenseAmt
DescPATIENT EDUCATION: SEE SCHEDULE O FOR FULL STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$496,886ExpenseAmt
Revenue$82,879RevenueAmt
DescADVOCACY: SEE SCHEDULE O FOR FULL STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$802,616ExpenseAmt
Revenue$23,680RevenueAmt
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$802,616TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue$23,680TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$2,969,976TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document39IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee12EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members21GoverningBodyVotingMembersCnt
Independent Voting Member20IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldALStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldAKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldARStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldAZStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCOStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldGAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldHIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMEStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMOStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNMStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldRIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldTNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldUTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
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States Where Copy Of Return Is FldWVStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DEBRA ERIKSONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7036473000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1251 18TH STREET S 630AddressLine1Txt
CityARLINGTONCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22202ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
JUDY A BLACK
CHAIRMAN5.00Yes (X)Yes (X)$0$0$0
SUSAN GREENSPAN MD
PRESIDENT5.00Yes (X)Yes (X)$0$0$0
E MICHAEL LEWIECKI MD FACP FACE
VICE PRESIDENT5.00Yes (X)Yes (X)$0$0$0
BARBARA HANNAH GRUFFERMAN
SECRETARY, INTERIM TREASURER5.00Yes (X)Yes (X)$0$0$0
C BERDON LAWRENCE
TRUSTEE5.00Yes (X)$0$0$0
ROBERT F GAGEL MD
TRUSTEE5.00Yes (X)$0$0$0
ANDREA SINGER MD
CHIEF MEDICAL OFFICER5.00Yes (X)Yes (X)$0$0$0
SUSAN BUKATA MD
TRUSTEE5.00Yes (X)$0$0$0
BLAIR CHILDS
TRUSTEE5.00Yes (X)$0$0$0
MICHAEL COOK JD
TRUSTEE5.00Yes (X)$0$0$0
KARL INSOGNA MD
TRUSTEE5.00Yes (X)$0$0$0
DAVID L KIM
TRUSTEE5.00Yes (X)$0$0$0
THOMAS F KOINIS MD
TRUSTEE5.00Yes (X)$0$0$0
JOAN M LAPPE PHD RN FAAN
TRUSTEE5.00Yes (X)$0$0$0
MERYL S LEBOFF MD
TRUSTEE5.00Yes (X)$0$0$0
KENNETH W LYLES MD
TRUSTEE5.00Yes (X)$0$0$0
MARY OATES MD
TRUSTEE5.00Yes (X)$0$0$0
FREDERICK R SINGER MD
TRUSTEE5.00Yes (X)$0$0$0
ETHEL S SIRIS MD
TRUSTEE5.00Yes (X)$0$0$0
FELICIA COSMAN MD
EDITOR-IN-CHIEF, OSTEOPOROSIS INTERNATIONAL5.00Yes (X)$0$0$0
ELIZABETH THOMPSON
CHIEF EXECUTIVE OFFICER37.50Yes (X)Yes (X)$290,513$0$21,389
CLAIRE GILL
CHIEF MISSION OFFICER37.50$196,084$0$17,236Yes (X)
DEBBIE ZELDOW
EXECUTIVE DIRECTOR, NBHA37.50$167,938$0$6,194Yes (X)
DEBRA ERIKSON
CHIEF ADMINISTRATIVE OFFICER37.50$141,872$0$17,900Yes (X)
CHRISTINE DOCKTER
CHIEF DEVELOPMENT OFFICER30.00$115,236$0$14,643Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$911,643TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$77,362TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K5IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
SUNTRUST BANK
PO BOX 791250BALTIMOREMD21279CREDIT CARD SERVICES$207,718
NEW ORLEANS MARRIOTT
555 CANAL STREETNEW ORLEANSLA70130EVENT SERVICES$171,684
EXPONENTIAL CONSULTING LLC
18457 PARK MEADOW COURTLEESBURGVA20175STAFFING SERVICES$158,829
MAILING SERVICES OF VIRGINIA
PO BOX 7664CHARLOTTESVILLEVA22906PRODUCT/INVENTORY SERVICES$129,710
WILMINGTON TRUST COMPANY
1100 N MARKET STREETWILMINGTONDE19890INVESTMENT SERVICES$116,292
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K5CntrctRcvdGreaterThan100KCnt
Membership Dues$103,296MembershipDuesAmt
All Other Contributions$3,313,089AllOtherContributionsAmt
Total Contributions$3,416,385TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
CONFERENCES & SEMINARS900099$427,523$427,523
PUBLICATIONS & PROGRAM900099$82,237$82,237
FieldValueIRS element (for citing)
Total Program Service Revenue$509,760TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$159,172TotalRevenueColumnAmt
Exclusion$159,172ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$413,622TotalRevenueColumnAmt
Exclusion$413,622ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$199,078SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$175,646SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$23,432SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$23,432TotalRevenueColumnAmt
Exclusion$23,432ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$10,631GrossSalesOfInventoryAmt
Cost Of Goods Sold$9,989CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$642TotalRevenueColumnAmt
Related Or Exempt Func Income$642RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescLIST RENTAL INCOMEDesc
Business900099BusinessCd
Total Revenue Column$6,328TotalRevenueColumnAmt
Related Or Exempt Func Income$6,328RelatedOrExemptFuncIncomeAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$17,352TotalRevenueColumnAmt
Related Or Exempt Func Income$17,352RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$23,680OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,546,693TotalRevenueColumnAmt
Related Or Exempt Func Income$534,082RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$596,226ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$520,222TotalAmt
Program Services$345,346ProgramServicesAmt
Management And General$45,467ManagementAndGeneralAmt
Fundraising$129,409FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$829,990TotalAmt
Program Services$550,983ProgramServicesAmt
Management And General$72,540ManagementAndGeneralAmt
Fundraising$206,467FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$15,520TotalAmt
Program Services$10,303ProgramServicesAmt
Management And General$1,356ManagementAndGeneralAmt
Fundraising$3,861FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$68,715TotalAmt
Program Services$45,616ProgramServicesAmt
Management And General$6,006ManagementAndGeneralAmt
Fundraising$17,093FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$68,768TotalAmt
Program Services$45,651ProgramServicesAmt
Management And General$6,010ManagementAndGeneralAmt
Fundraising$17,107FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$16,065TotalAmt
Program Services$12,273ProgramServicesAmt
Management And General$938ManagementAndGeneralAmt
Fundraising$2,854FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$36,251TotalAmt
Program Services$27,695ProgramServicesAmt
Management And General$2,118ManagementAndGeneralAmt
Fundraising$6,438FundraisingAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$2,583TotalAmt
Fundraising$2,583FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$19,705TotalAmt
Program Services$15,054ProgramServicesAmt
Management And General$1,151ManagementAndGeneralAmt
Fundraising$3,500FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,170,833TotalAmt
Program Services$894,466ProgramServicesAmt
Management And General$68,419ManagementAndGeneralAmt
Fundraising$207,948FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$15,042TotalAmt
Program Services$13,220ProgramServicesAmt
Management And General$1,291ManagementAndGeneralAmt
Fundraising$531FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$259,405TotalAmt
Program Services$181,141ProgramServicesAmt
Management And General$36,906ManagementAndGeneralAmt
Fundraising$41,358FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$184,886TotalAmt
Program Services$113,476ProgramServicesAmt
Management And General$40,669ManagementAndGeneralAmt
Fundraising$30,741FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$174,928TotalAmt
Program Services$93,696ProgramServicesAmt
Management And General$47,123ManagementAndGeneralAmt
Fundraising$34,109FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$218,964TotalAmt
Program Services$186,534ProgramServicesAmt
Management And General$11,973ManagementAndGeneralAmt
Fundraising$20,457FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$313,679TotalAmt
Program Services$267,222ProgramServicesAmt
Management And General$17,151ManagementAndGeneralAmt
Fundraising$29,306FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$7,931TotalAmt
Program Services$4,232ProgramServicesAmt
Management And General$2,115ManagementAndGeneralAmt
Fundraising$1,584FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$34,435TotalAmt
Program Services$18,445ProgramServicesAmt
Management And General$9,276ManagementAndGeneralAmt
Fundraising$6,714FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
DUES & SUBSCRIPTIONS$37,934$33,339$3,257$1,338
PUBLICATIONS$37,108$32,614$3,185$1,309
BANK SERVICE FEES$30,915$23,617$1,807$5,491
LIST RENTAL$18,621$14,226$1,088$3,307

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$66,901TotalAmt
Program Services$40,827ProgramServicesAmt
Management And General$11,091ManagementAndGeneralAmt
Fundraising$14,983FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$4,149,401TotalAmt
Program Services$2,969,976ProgramServicesAmt
Management And General$390,937ManagementAndGeneralAmt
Fundraising$788,488FundraisingAmt
FieldValueIRS element (for citing)
Joint CostsYes (X)JointCostsInd

Total Joint Costs TotalJointCostsGrp

FieldValueIRS element (for citing)
Total$169,178TotalAmt
Program Services$52,496ProgramServicesAmt
Management And General$21,929ManagementAndGeneralAmt
Fundraising$94,753FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$207,491BOYAmt
EOY$676,634EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,372,322BOYAmt
EOY$2,106,493EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$227,666BOYAmt
EOY$729,651EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$33,655BOYAmt
EOY$24,893EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$8,097BOYAmt
EOY$79,215EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$113,561BOYAmt
EOY$86,248EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$661,295LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$650,936LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$15,584BOYAmt
EOY$10,359EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$3,515,621BOYAmt
EOY$3,242,862EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$5,493,997BOYAmt
EOY$6,956,355EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$185,186BOYAmt
EOY$316,826EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$92,999BOYAmt
EOY$1,438,845EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$149,310BOYAmt
EOY$149,402EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$427,495BOYAmt
EOY$1,905,073EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,842,302BOYAmt
EOY$3,863,930EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,044,188BOYAmt
EOY$1,007,340EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$180,012BOYAmt
EOY$180,012EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$5,066,502BOYAmt
EOY$5,051,282EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$5,493,997BOYAmt
EOY$6,956,355EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$397,292ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$412,512NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,818,690CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,131,435CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,447,822CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,772,499CurrentTaxYearMinus1YearAmt
Current Tax Year$3,416,385CurrentTaxYearAmt
Total$15,586,831TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,818,690CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,131,435CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,447,822CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,772,499CurrentTaxYearMinus1YearAmt
Current Tax Year$3,416,385CurrentTaxYearAmt
Total$15,586,831TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$2,085,308SubstantialContributorsTotAmt
Public Support Total170$13,501,523PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$373,438CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$457,065CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$472,093CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$432,120CurrentTaxYearMinus1YearAmt
Current Tax Year$572,794CurrentTaxYearAmt
Total$2,307,510TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$3,563CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,382CurrentTaxYearMinus2YearsAmt
Current Tax Year$23,680CurrentTaxYearAmt
Total$28,625TotalAmt
FieldValueIRS element (for citing)
Total Support$17,922,966TotalSupportAmt
Gross Receipts Rltd Activities$520,391GrossReceiptsRltdActivitiesAmt
Public Support CY1700.75330PublicSupportCY170Pct
Public Support PY1700.65120PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:FormAndLineReferenceDesc
ExplanationLIST RENTAL INCOME - 2018 AMOUNT: $ 6,328. MISCELLANEOUS - 2015 AMOUNT: $ 3,563. 2016 AMOUNT: $ 1,382. 2018 AMOUNT: $ 17,352.ExplanationTxt

Schedule B IRS990ScheduleB

Schedule C IRS990ScheduleC

Total Grassroots Lobbying TotalGrassrootsLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$66,000FilingOrganizationsTotalAmt

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$102,000FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$168,000FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$4,025,111FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$4,193,111FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$359,656FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$89,914FilingOrganizationsTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus3$344,115CurrentYearMinus3Amt
Current Year Minus2$332,592CurrentYearMinus2Amt
Current Year Minus1$361,479CurrentYearMinus1Amt
Current Year$359,656CurrentYearAmt
Total$1,397,842TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$2,096,763LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year$168,000CurrentYearAmt
Total$168,000TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus3$87,882CurrentYearMinus3Amt
Current Year Minus2$86,029CurrentYearMinus2Amt
Current Year Minus1$83,148CurrentYearMinus1Amt
Current Year$89,914CurrentYearAmt
Total$346,973TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$520,460GrassrootsCeilingAmt

Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year$66,000CurrentYearAmt
Total$66,000TotalAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$180,012BeginningYearBalanceAmt
Investment Earnings Or Losses$1,247InvestmentEarningsOrLossesAmt
Other Expenditures$1,247OtherExpendituresAmt
End Year Balance$180,012EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$180,012BeginningYearBalanceAmt
Investment Earnings Or Losses$3,991InvestmentEarningsOrLossesAmt
Other Expenditures$3,991OtherExpendituresAmt
End Year Balance$180,012EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$180,012BeginningYearBalanceAmt
Investment Earnings Or Losses$4,077InvestmentEarningsOrLossesAmt
Other Expenditures$4,077OtherExpendituresAmt
End Year Balance$180,012EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$180,012BeginningYearBalanceAmt
Investment Earnings Or Losses$401InvestmentEarningsOrLossesAmt
Other Expenditures$401OtherExpendituresAmt
End Year Balance$180,012EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$180,012BeginningYearBalanceAmt
Investment Earnings Or Losses$514InvestmentEarningsOrLossesAmt
Other Expenditures$514OtherExpendituresAmt
End Year Balance$180,012EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY1.00000PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (1)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$74,501OtherCostOrOtherBasisAmt
Depreciation$67,916DepreciationAmt
Book Value$6,585BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$586,794OtherCostOrOtherBasisAmt
Depreciation$583,020DepreciationAmt
Book Value$3,774BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$10,359TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDEFERRED RENTDesc
Amt$149,402Amt
FieldValueIRS element (for citing)
Total Liability$149,402TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$4,130,953TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$412,512NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$6,488DonatedServicesAndUseFcltsAmt
Revenue Not Reported-$406,024RevenueNotReportedAmt
Revenue Subtotal$4,536,977RevenueSubtotalAmt
Investment Expenses Not Incld$19,705InvestmentExpensesNotIncldAmt
Other Revenues Not Included-$9,989OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$9,716RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$4,546,693TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$4,146,173TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$6,488DonatedServicesUseFcltsAmt
Other Expenses Included$9,989OtherExpensesIncludedAmt
Expenses Not Reported$16,477ExpensesNotReportedAmt
Expenses Subtotal$4,129,696ExpensesSubtotalAmt
Investment Expenses Not Incld2$19,705InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$19,705ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$4,149,401TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2:IN ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, ACCOUNTING STANDARDS REQUIRE AN ENTITY TO RECOGNIZE THE FINANCIAL STATEMENT IMPACT OF A TAX POSITION WHEN IT IS MORE-LIKELY-THAN-NOT THAT THE POSITION WILL NOT BE SUSTAINED UPON EXAMINATION. MANAGEMENT EVALUATED THE FOUNDATION'S TAX POSITIONS AND CONCLUDED THAT THE FOUNDATION HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE.
PART XI, LINE 4B - OTHER ADJUSTMENTS:COST OF GOODS SOLD INCLUDED ON PART VIII -9,989.
PART XII, LINE 2D - OTHER ADJUSTMENTS:COST OF GOODS SOLD INCLUDED ON PART VIII 9,989.
PART V, LINE 4:THE SHOU MEI HU - CECILIA WU KOJIMA FUND TOTALED $80,012 AND THE RESTRICTED INCOME IS FOR MEDICAL AND SCIENTIFIC RESEARCH RELATED TO THE PREVENTION, CURE, AND/OR TREATMENT OF OSTEOPOROSIS. THE DR. BURTON SPILLER FUND FOR BONE HEALTH RESEARCH TOTALED $100,000 AND THE RESTRICTED INCOME IS FOR MEDICAL RESEARCH REGARDING BONE HEALTH AND BONE RESEARCH GRANTS.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
ELIZABETH THOMPSON
CHIEF EXECUTIVE OFFICER$290,513$0$0$0$0$0$9,231$0$12,158$0$311,902$0$0$0
CLAIRE GILL
CHIEF MISSION OFFICER$191,084$0$5,000$0$0$0$7,723$0$9,513$0$213,320$0$0$0
DEBBIE ZELDOW
EXECUTIVE DIRECTOR, NBHA$167,938$0$0$0$0$0$4,929$0$1,265$0$174,132$0$0$0
DEBRA ERIKSON
CHIEF ADMINISTRATIVE OFFICER$136,872$0$5,000$0$0$0$5,760$0$12,140$0$159,772$0$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 7FormAndLineReferenceDesc
ExplanationDURING 2018, PERFORMANCE-BASED BONUSES WERE AWARDED TO CLAIRE GILL AND DEBRA ERIKSON. THESE PAYMENTS WERE APPROVED BY ELIZABETH THOMPSON, CHIEF EXECUTIVE OFFICER.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART III, LINE 1: DESCRIPTION OF ORGANIZATION'S MISSIONTHE NATIONAL OSTEOPOROSIS FOUNDATION (NOF) IS THE LEADING HEALTH ORGANIZATION DEDICATED TO PREVENTING OSTEOPOROSIS AND BROKEN BONES, PROMOTING STRONG BONES FOR LIFE AND REDUCING HUMAN SUFFERING THROUGH PROGRAMS OF PUBLIC AND CLINICIAN AWARENESS, EDUCATION, ADVOCACY AND RESEARCH. ESTABLISHED IN 1984, NOF IS THE NATION'S ONLY HEALTH ORGANIZATION SOLELY DEDICATED TO OSTEOPOROSIS AND BONE HEALTH. OSTEOPOROSIS IS A MAJOR PUBLIC HEALTH THREAT FOR AN ESTIMATED 54 MILLION AMERICANS. STUDIES SHOW THAT ONE IN TWO WOMEN AND UP TO ONE IN FOUR MEN OVER AGE 50 WILL BREAK A BONE DUE TO OSTEOPOROSIS IN THEIR LIFETIME. NOF WORKS TO IMPROVE PATIENT CARE AND SUPPORT FOR THOSE WHO HAVE BROKEN BONES DUE TO OSTEOPOROSIS AND TO EDUCATE THE PUBLIC TO PREVENT OSTEOPOROSIS AND BROKEN BONES AND PROMOTE STRONG BONES FOR LIFE. TO ACCOMPLISH ITS MISSION, NOF ACCEPTS SUPPORT FROM A WIDE BREADTH OF DIVERSIFIED SOURCES, INCLUDING INDIVIDUALS, FOUNDATIONS, GOVERNMENT SOURCES AND CORPORATIONS. THE STRENGTH OF OUR MISSION IS THE KEY TO MEETING THE NEEDS OF OUR VARIOUS CONSTITUENCIES, HEALTHCARE PROFESSIONALS AND PATIENTS, AND TO CREATING THE TRULY PROGRESSIVE FUTURE WE ENVISION FOR BONE HEALTH. IN 2018, NOF UNDERWENT A SIGNIFICANT ORGANIZATIONAL RESTRUCTURE, THE CENTERPIECE OF WHICH WAS CREATING A NEW, MORE DYNAMIC FOCUS ON OUR MISSION VIA OUR STAFF STRUCTURE AND PROGRAMMING.
PART III, LINE 4A: STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTSPROFESSIONAL EDUCATION: THE FOUNDATION'S EDUCATION DEPARTMENT PROVIDES EVIDENCE-BASED INFORMATION, EDUCATION, SERVICES AND INITIATIVES TO HEALTHCARE PROFESSIONALS THROUGH VARIOUS ACTIVITIES AND CHANNELS. THESE EFFORTS ARE DESIGNED TO HELP HEALTHCARE PROFESSIONALS MAKE INFORMED DECISIONS ABOUT THE PREVENTION, DIAGNOSIS AND TREATMENT OF OSTEOPOROSIS. IN 2018, THE FOUNDATION PLANNED AND IMPLEMENTED THE INTERDISCIPLINARY SYMPOSIUM ON OSTEOPOROSIS (ISO) IN NEW ORLEANS, LA, MAY 17-19, 2018. THIS SYMPOSIUM PROVIDED THE MOST CURRENT, CLINICALLY RELEVANT AND EVIDENCE-BASED INFORMATION ON THE PREVENTION, DIAGNOSIS, AND TREATMENT OF OSTEOPOROSIS. ISO IS UNIQUE IN THAT IT IS THE ONLY PROFESSIONAL MEETING THAT ENCOMPASSES ALL MEDICAL DISCIPLINES AND SPECIALTIES INVOLVED IN THE DIAGNOSIS AND TREATMENT OF PATIENTS WITH, OR AT RISK FOR, OSTEOPOROSIS AND RELATED FRACTURES. MORE THAN 350 PROFESSIONALS PARTICIPATED IN THE CONFERENCE. IN CONJUNCTION WITH THE CONFERENCE, A PRE-CONFERENCE WORKSHOP WAS HELD TO TRAIN ATTENDEES IN THE FRACTURE LIAISON SERVICE (FLS) MODEL OF CARE. ISO18 CONTINUED NOF'S EFFORTS TO TRAIN PROFESSIONALS IN FLS, OFFERING PROFESSIONAL EDUCATION OPPORTUNITIES LIVE AND ON-DEMAND. THE FOUNDATION ALSO PRODUCED SIX ISSUES OF ITS PROFESSIONAL NEWSLETTER BONE SOURCE, RELEASED VIA THE JOURNAL AND NEWSLETTER OSTEOPOROSIS: CLINICAL UPDATES, PROVIDING CONTINUING EDUCATION CREDIT FOR HEALTH CARE PROFESSIONALS ON TOPICS RELEVANT TO CLINICAL PRACTICE. THE NOF PROFESSIONAL LEARNING CENTER PROVIDES ONLINE CONTINUING MEDICAL EDUCATION FOR HEALTHCARE PROFESSIONALS. DESIGNED TO DELIVER ON-DEMAND AND AUTOMATED DELIVERY CONTINUING MEDICAL EDUCATION, THE LEARNING MANAGEMENT SYSTEM SERVES AS THE PORTAL TO ACCESS ALL OF NOF'S PROFESSIONAL EDUCATION ACTIVITIES. ADDITIONALLY, THE PROFESSIONAL LEARNING CENTER INCLUDES A COMPILATION OF HELPFUL CLINICAL RESOURCES AND LINKS FOR OSTEOPOROSIS PATIENT MANAGEMENT ALL IN ONE PLACE. THE PROFESSIONAL LEARNING CENTER CAN BE ACCESSED AT WWW.CME.NOF.ORG. NOF IS ALSO ADVOCATING FOR THE WIDESPREAD IMPLEMENTATION OF THE FRACTURE LIAISON SERVICE (FLS) MODEL OF SECONDARY FRACTURE PREVENTION IN SEVERAL HEALTH CARE SETTINGS AND HAS A NUMBER OF COMPLEMENTARY EFFORTS TO SUPPORT THIS GOAL. FLS PROGRAMS COORDINATE POST-FRACTURE CARE THROUGH AN FLS COORDINATOR (A NURSE, NURSE PRACTITIONER, PHYSICIAN ASSISTANT OR OTHER HEALTHCARE PROFESSIONAL) WHO ENSURES THAT INDIVIDUALS WHO SUFFER A FRACTURE RECEIVE APPROPRIATE DIAGNOSIS, TREATMENT AND SUPPORT. TO HELP SPREAD THE IMPLEMENTATION OF FLS PROGRAMS, NOF MAINTAINS THE WEBSITE FRACTURE PREVENTION CENTRAL (WWW.FRACTUREPREVENTIONCENTRAL.ORG),WHICH PROVIDES TOOLS TO HEALTHCARE PROFESSIONALS, HEALTH INSURERS, ACCOUNTABLE CARE ORGANIZATIONS, HOSPITALS AND OTHER SITES INTERESTED IN IMPLEMENTING THIS MODEL OF CARE. BY THE END OF 2018, OVER 5,000 INDIVIDUALS HAD REGISTERED TO ACCESS THESE MATERIALS. INCLUDED IN THE RESOURCES ARE CASE STUDIES, BEST PRACTICES AND BUSINESS PLANS AND OVER 15 WEBINARS AVAILABLE FOR ON DEMAND VIEWING. NOF ALSO COORDINATED ONE-ON-ONE CONSULTS PROVIDING SUPPORT TO INDIVIDUAL SITES ON ASPECTS OF THEIR FLS PROGRAM FROM LEADING FLS EXPERTS. NOF ALSO HOSTS FLS BONE HEALTH TELE ECHO CLINICS MONTHLY TO ENHANCE THE CLINICAL SKILLS OF FLS COORDINATORS THROUGH BRIEF DIDACTIC PRESENTATIONS AND DISCUSSION OF CASE PRESENTATIONS. OPERATIONAL ISSUES OF DEVELOPING AND MAINTAINING FLS PROGRAMS ARE ALSO DISCUSSED. THIS IS FOR ANY FLS COORDINATOR WHO WANTS TO OPTIMIZE BEST PRACTICE CARE FOR FRACTURE PREVENTION AND FOR ANYONE CONSIDERING STARTING AN FLS PROGRAM. NEW FOR 2018, NOF HOSTED TWO "FLS BOOT CAMPS," EACH PROVIDING A SMALL GROUP OF ATTENDEES WITH AN INTENSIVE LEARNING SESSION ON CREATING AND SUPPORTING AN FLS PROGRAM. AS PART OF AN EFFORT TO ADDRESS THE SHORTCOMINGS IN USING BIOCHEMICAL MARKERS AS TOOLS IN CLINICAL PRACTICE, NOF IS ALSO WORKING ON A SERIES OF RELATED PROJECTS TO ADDRESS THE CHALLENGES TO WIDESPREAD USE OF BONE TURNOVER MARKERS AND DESCRIBED IN THE BONE TURNOVER STANDARDIZATION PROJECT, WHICH AIMS TO GIVE CLINICIANS CONFIDENCE IN THEIR USE OF BONE TURNOVER MARKERS TO HELP MONITOR OSTEOPOROSIS TREATMENT AND ASSESS FUTURE FRACTURE RISK FOR THEIR PATIENTS. THESE EFFORTS INCLUDE THE ESTABLISHMENT OF A U.S. REFERENCE RANGE FOR THESE BONE TURNOVER MARKERS AND A DRUG HOLIDAY STUDY. THESE ACTIVITIES WILL ALLOW CLINICIANS TO HAVE CONFIDENCE IN THEIR USE OF BONE TURNOVER MARKERS TO HELP MONITOR OSTEOPOROSIS TREATMENT AND ASSESS FUTURE FRACTURE RISK.
PART III, LINE 4B: STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTSPATIENT EDUCATION: NOF PROVIDES PATIENTS AND CAREGIVERS WITH THE LATEST INFORMATION ON OSTEOPOROSIS PREVENTION, TREATMENT AND DETECTION BY PROVIDING UPDATED INFORMATION ON THE NOF.ORG WEBSITE. ADDITIONALLY, NOF SPONSORS PATIENT SUPPORT GROUPS ACROSS THE COUNTRY AND PROVIDES EDUCATIONAL INFORMATION AND RESOURCES FOR DISTRIBUTION AT CONSUMER EVENTS. NOF'S ONLINE PATIENT SUPPORT COMMUNITY HAS GROWN DRAMATICALLY OVER THE PAST YEAR AND REACHED A MILESTONE OF MORE THAN 48,000 PARTICIPATING MEMBERS OFFERING PEER-TO-PEER SUPPORT AND ADVICE TO ONE ANOTHER. NOF HAS APPOINTED ONE OF ITS VOLUNTEER SUPPORT GROUP LEADERS TO SERVE AS THE FOUNDATION'S NATIONAL SUPPORT GROUP LEADER. THIS IMPORTANT VOLUNTEER POSITION IS RESPONSIBLE FOR INITIATING CONTACT WITH PROSPECTIVE SUPPORT GROUP LEADERS AND PROVIDING INFORMATION AND PEER-TO-PEER SUPPORT AS THE NEW GROUP GETS ESTABLISHED. NEW SUPPORT GROUPS ARE NOW REQUIRED TO HAVE A MEDICAL ADVISOR AND AT LEAST FIVE FOUNDING MEMBERS TO AFFILIATE WITH THE FOUNDATION TO IMPROVE THE QUALITY OF INFORMATION DISSEMINATED THROUGH THE SUPPORT GROUPS AND GIVE NEW GROUPS A BETTER CHANCE AT SUCCEEDING. IN 2018, NOF UPDATED ITS SUPPORT GROUP LEADER MANUAL AND PROVIDED COPIES TO EACH GROUP. THIS TOOL WILL ALSO BE USED TO HELP ORIENT NEW SUPPORT GROUP LEADERS. NOF CURRENTLY REACHES OVER 145,000 UNIQUE MONTHLY VISITORS ON ITS WEBSITE - WWW.NOF.ORG - AND THOUSANDS MORE HAVE CONNECTED WITH THE ORGANIZATION VIA ITS SOCIAL MEDIA PLATFORMS ON FACEBOOK, TWITTER AND LINKEDIN. THE FOUNDATION'S WEBSITE IS ITS MOST VALUABLE CHANNEL FOR COMMUNICATING DIRECTLY WITH THE OSTEOPOROSIS PATIENTS, CAREGIVERS AND THE PUBLIC. SEVERAL NEW RESOURCES WERE ADDED TO THE NOF WEBSITE IN 2018, INCLUDING A DIGITAL GUIDE TO A BONE HEALTHY DIET, CREATING AN INTERACTIVE VERSION OF NOF'S POPULAR PRINT PUBLICATION. IN ADDITION, TWO DIGITAL WHITE BOARDS WERE CREATED TO SHARE DETAILS ABOUT THE IMPORTANCE OF CALCIUM AND VITAMIN D TO BONE HEALTH. THESE TOOLS WERE SPECIFICALLY DESIGNED TO PROMOTE SOCIAL SHARING AND TO HELP NOF SPREAD THE WORD ABOUT THE IMPORTANCE CONNECTION BETWEEN NUTRITION AND BONE HEALTH. ANOTHER NEW TOOL ADDED IN 2018 WAS A RISK EQUATION VIDEO, WHICH HIGHLIGHTS A PERSON'S RISK OF FRACTURE IN THEIR LIFETIME VERSUS THE RISK OF A RARE SIDE EFFECT FROM TREATMENT. UNFORTUNATELY, THE FEAR OF HAVING A RARE SIDE EFFECT OFTEN PREVENTS EVEN THOSE AT HIGHEST RISK OF ON AN OSTEOPOROTIC FRACTURE FROM SEEKING MEDICAL TREATMENT. THE VIDEO'S AIM WAS TO PROVIDE HEALTHCARE PROVIDERS AND PATIENTS WITH A TOOL THEY CAN USE TO DISCUSS THE RISK EQUATION IN OSTEOPOROSIS. IN NOVEMBER 2018, NOF LAUNCHED ITS FIRST EVER BE BONE STRONG MARATHON TEAM IN THE TCS NEW YORK CITY MARATHON. SEVEN WOMEN OVER THE AGE OF 50 HELPED TO RAISE MONEY AND AWARENESS ABOUT OSTEOPOROSIS AND THE IMPORTANCE OF IMPACT/WEIGHT-BEARING EXERCISE ON BUILDING AND MAINTAINING BONE STRENGTH. NOF ALSO CONTINUES TO HOST AND UPDATE ITS HISPANIC WEBSITE - WWW.HUESOSANOS.ORG, TO REACH THIS IMPORTANT DEMOGRAPHIC WITH NEWS AND INFORMATION ABOUT OSTEOPOROSIS IN SPANISH. THE WEBSITE ALSO INCLUDES VIDEOS FROM SPANISH-SPEAKING OSTEOPOROSIS EXPERTS.
PART III, LINE 4C: STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTSADVOCACY: STRONG VOICES FOR STRONG BONES: THE NATIONAL OSTEOPOROSIS FOUNDATION IS THE VOICE FOR ISSUES DEALING WITH OSTEOPOROSIS AND BONE HEALTH. FOR OVER 30 YEARS, NOF HAS BEEN COMMITTED TO PREVENTING BROKEN BONES AND OSTEOPOROSIS THROUGH EDUCATION, ADVOCACY AND RESEARCH. WE ADVOCATE FOR AWARENESS, RESEARCH, PATIENTS, AND PROFESSIONALS. IN 2018, ADVOCACY ACTIVITIES INCLUDED: THE AMBASSADORS LEADERSHIP COUNCIL NOF AMBASSADORS ARE WELL-INFORMED, PASSIONATE, AND CARE DEEPLY ABOUT THOSE WHO SUFFER FROM OSTEOPOROSIS. AMBASSADORS ARE ADEPT AT MAKING AN IMPACT AND SPARKING POSITIVE CHANGE IN THEIR FIELD, SECTOR OR COMMUNITY. THE ROLE OF AN AMBASSADOR IS TO ADVISE NOF LEADERSHIP, AND TO HELP MAKE INROADS IN THE MEDICAL, BUSINESS AND PHILANTHROPIC SECTORS WITHIN THEIR COMMUNITIES. INVOLVEMENT IS TAILORED TO EACH AMBASSADOR'S AREAS OF INTEREST, TIME CONSTRAINTS AND EXPERTISE. THE AMBASSADOR CHOOSES WHEN, HOW AND ON WHAT ISSUES SHE OR HE WOULD LIKE TO BE INVOLVED. NOF HAS OVER 135 AMBASSADORS IN THE U.S. MEDICARE PART D MEDICARE PART D IS A VITALLY IMPORTANT PROGRAM THAT HELPS OVER 42 MILLION SENIORS AND INDIVIDUALS WITH DISABILITIES GAIN ACCESS TO A BROAD RANGE OF LIFE-SAVING MEDICATIONS. THE PROGRAM'S COMPETITIVE STRUCTURE WORKS TO KEEP COSTS LOW FOR BOTH BENEFICIARIES AND TAXPAYERS. HOWEVER, PROPOSED CHANGES RISK DECREASING ACCESS TO MEDICATIONS, WHICH COULD LEAD TO DISRUPTED TREATMENT PLANS, WORSENED HEALTH OUTCOMES AND ULTIMATELY, HIGHER OVERALL MEDICARE COSTS. NOF ADVOCATES FOR ALL PATIENTS TO PROTECT THEIR ACCESS TO AFFORDABLE PRESCRIPTION DRUGS THROUGH MEDICARE PART D, SPECIFICALLY ITS NON-INTERFERENCE CLAUSE. FRACTURE PREVENTION COALITION FRACTURES RELATED TO OSTEOPOROSIS THREATEN THE HEALTH AND INDEPENDENCE OF OLDER AMERICANS. AND FRACTURES ARE COMMON: MORE THAN 2 MILLION FRACTURES HAPPEN EACH YEAR DUE TO OSTEOPOROSIS. THE STATISTICS ARE STAGGERING AND UNNECESSARY. A DXA (DUAL-ENERGY X-RAY ABSORPTIOMETRY) BONE DENSITY TEST IS A NON-INVASIVE, SIMPLE, YET TOP-QUALITY TEST FOR SCREENING AND DIAGNOSING PATIENTS THAT MAY NEED TO BE TREATED FOR OSTEOPOROSIS. DXA IS MORE POWERFUL IN PREDICTING FRACTURES THAN CHOLESTEROL IS IN PREDICTING A HEART ATTACK OR BLOOD PRESSURE IS IN PREDICTING A STROKE. UNFORTUNATELY, SINCE 2007, MEDICARE HAS SIGNIFICANTLY CUT THE FUNDING FOR DXA TESTING IN PHYSICIAN'S OFFICES LEADING TO A SHARP DECLINE IN THE NUMBER OF PEOPLE TESTED, DIAGNOSED AND TREATED, AND THE NUMBER OF PHYSICIANS OFFERING THIS SERVICE, RESULTING IN AN INCREASE IN HIP FRACTURES. NOF AND COLLEAGUES AT THE INTERNATIONAL SOCIETY FOR CLINICAL DENSITOMETRY SUPPORTED LEGISLATION IN CONGRESS. THIS LEGISLATION WOULD HELP ENSURE THAT PATIENTS HAVE ACCESS TO DXA TESTING BY RESTORING MEDICARE FUNDING FOR DXA. OSTEOPOROSIS AND BONE HEALTH TOWN HALL WEBINAR TEN MILLION AMERICANS OVER THE AGE OF 50 SUFFER FROM OSTEOPOROSIS AND MILLIONS MORE ARE AT INCREASED RISK OF HAVING A DEBILITATING OR EVEN DEADLY FRACTURE. TWO MILLION BROKEN BONES ARE CAUSED EACH YEAR BY OSTEOPOROSIS. IN DECEMBER 2018, NOF OFFERED A WIDELY-ATTENDED WEBINAR TO MEMBERS OF CONGRESS, CONGRESSIONAL STAFF, INDUSTRY AND OTHERS ON WHAT YOU NEED TO KNOW ABOUT OSTEOPOROSIS AND BONE HEALTH - ITS IMPACT ON YOUR CONSTITUENTS, THE HEALTHCARE SYSTEM AND THE ECONOMY. THE WEBINAR WAS RECORDED AND MADE AVAILABLE ON NOF'S WEBSITE TO REACH A BROADER AUDIENCE. BONE HEALTH POLICY INSTITUTE TO CONTINUE THE COLLABORATIVE WORK OF NOF'S FORMER NATIONAL BONE HEALTH ALLIANCE PROGRAM AND TO IDENTIFY AND ACT ON ISSUES RELATED TO OSTEOPOROSIS DIAGNOSIS AND TREATMENT, NOF LAUNCHED THE BONE HEALTH POLICY INSTITUTE. THE BONE HEALTH POLICY INSTITUTE WILL ADDRESS SEVERAL KEY AREAS FOR ADVANCING THE FIELD, INCLUDING: COMMISSIONING AND RELEASING AN IN-DEPTH REPORT ON THE ECONOMIC BURDEN OF OSTEOPOROSIS; CONDUCTING A GAP ANALYSIS; AND WORKING ON DEVELOPING OUTCOME MEASURES.
FORM 990, PART VI, SECTION B, LINE 11BTHE CHIEF ADMINISTRATIVE OFFICER AND FINANCE CONSULTANT, AS WELL AS THE CHIEF EXECUTIVE OFFICER, REVIEW THE FEDERAL FORM 990 AS PREPARED BY THE IDEPENDENT AUDITORS TO DETERMINE IF THE INFORMATION PRESENTED IN THE FEDERAL FORM 990 IS IN AGREEMENT WITH INFORMATION ORIGINALLY PROVIDED TO THE INDEPENDENT AUDITORS. THE FOUNDATION AND AUDITORS DISCUSS ISSUES, IF ANY, BEFORE THE FEDERAL FORM 990 IS FILED WITH THE INTERNATIONAL REVENUE SERVICE. BOARD MEMBERS ARE NOTIFIED THAT THE COMPLETED FEDERAL FORM 990 IS AVAILABLE FOR THEIR REVIEW.
FORM 990, PART VI, SECTION B, LINE 12CTHE BOARD ANNUALLY REVIEWS THE CONFLICT OF INTEREST POLICY AND DISCLOSES ANY POTENTIAL CONFLICT OF INTEREST. SENIOR STAFF, OFFICERS, AND HIGHLY COMPENSATED EMPLOYEES ARE ASKED TO SIGN A CONFLICT OF INTEREST DISCLOSURE STATEMENT. THE SIGNED DOCUMENTS ARE REVIEWED BY THE CHIEF EXECUTIVE OFFICER AND KEPT BY THE CHIEF ADMINISTRATIVE OFFICER. THE CONFLICT OF INTEREST POLICY IS ALWAYS TAKEN INTO CONSIDERATION WHEN THERE IS THE POTENTIAL FOR CONFLICT, PARTICULARLY WHEN SIGNING NEW CONTRACTS OR BEGINNING NEW RELATIONSHIPS. ANY POSSIBLE APPEARANCE OF CONFLICT OF INTEREST THAT ARISES IN THE COURSE OF BUSINESS IS RESEARCHED TO DETERMINE THE EXISTENCE OF A CONFLICT. IF A CONTRACT IS TO BE MADE WITH A RELATED PARTY, IT IS DISCLOSED TO THE BOARD AND A VOTE IS TAKEN IF THE FOUNDATION'S STAFF MEMBERS IDENTIFY A CONFLICT OF INTEREST. THE FOUNDATION'S CHIEF EXECUTIVE OFFICER AND ITS CHIEF ADMINISTRATIVE OFFICER SHARE THIS INFORMATION WITH THE EXECUTIVE COMMITTEE OF THE BOARD FOR ITS ACTION.
FORM 990, PART VI, SECTION B, LINE 15COMPENSATION SURVEYS FOR EMPLOYEES IN SIMILAR POSITIONS WITH SIMILAR RESPONSIBILITIES IN THE NOT-FOR-PROFIT INDUSTRY ARE USED AS BENCHMARKS FOR DETERMINING COMPENSATION OF OFFICERS AND KEY EMPLOYEES. THE COMPENSATION FOR THE CHIEF EXECUTIVE OFFICER IS DECIDED BY THE BOARD PRIVATELY. EACH YEAR, PRIOR TO THE MEETING WHEN THE COMPENSATION DECISION IS MADE, THE CHAIRMAN OF THE BOARD REVIEWS COMPARABLE SALARIES IN THE NOT-FOR-PROFIT INDUSTRY AND SENDS OUT A PERFORMANCE REVIEW TO EACH BOARD MEMBER TO USE IN EVALUATING THE CHIEF EXECUTIVE OFFICER'S PERFORMANCE.
FORM 990, PART VI, SECTION C, LINE 19THE FOUNDATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT MADE PUBLIC AS THE FOUNDATION BELIEVES THESE ARE PROPRIETARY IN NATURE. THE FOUNDATION'S FINANCIAL STATEMENTS AND FEDERAL FORM 990 ARE MADE AVAILABLE TO THE PUBLIC ON THE FOUNDATION'S WEBSITE.
FORM 990, PART IX, LINE 11GCONSULTING FEES: PROGRAM SERVICE EXPENSES 720,514. MANAGEMENT AND GENERAL EXPENSES 55,113. FUNDRAISING EXPENSES 167,507. TOTAL EXPENSES 943,134. OTHER CONTRACTUAL SERVICES: PROGRAM SERVICE EXPENSES 160,583. MANAGEMENT AND GENERAL EXPENSES 12,283. FUNDRAISING EXPENSES 37,333. TOTAL EXPENSES 210,199. CONTRACTOR EXPENSE: PROGRAM SERVICE EXPENSES 13,369. MANAGEMENT AND GENERAL EXPENSES 1,023. FUNDRAISING EXPENSES 3,108. TOTAL EXPENSES 17,500.
FORM 990, PART XII, LINE 2C:THE FINANCE AND AUDIT COMMITTEE HAS RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.

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