2018-08-17T13:58:29-05:00 2017-12-31 541498950 RENNER AND COMPANY CPA PC 700 NORTH FAIRFAX ST SUITE 400 ALEXANDRIA VA 22314 990 2017-01-01 363350532 NATIONAL OSTEOPOROSIS FOUNDATION NATI 7036473000 251 18TH STREET S NO 630 ARLINGTON VA 22202 ELIZABETH THOMPSON CHIEF EXECUTIVE OFFICER 2022232226 2018-08-13 1 JOAN M RENNER CPA P00456765 7035351200 2017 2022-09-23 18:48:47Z ELIZABETH THOMPSON 251 18TH STREET S NO 630 ARLINGTON VA 22202 5260760 0 X WWW.NOF.ORG X 1984 MO TO PREVENT OSTEOPOROSIS AND IMPROVE THE LIVES OF THOSE AFFECTED BY THE DISEASE. 28 27 10 27 0 0 2447822 3772499 274344 352183 123480 161608 383797 402451 3229443 4688741 0 0 0 0 1502253 1494697 8656 5908 665553 2140930 2728980 3651839 4229585 -422396 459156 5216342 5493997 879955 427495 4336387 5066502 X THE 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.IN ORDER TO ACCOMPLISH ITS MISSION, NOF ACCEPTS SUPPORT FROM A WIDE BREADTH OF DIVERSIFIED SOURCES, INCLUDING INDIVIDUALS, FOUNDATIONS, GOVERNMENT SOURCES AND CORPORATIONS. 0 0 1228053 IN 2011, THE FOUNDATION LAUNCHED THE NATIONAL BONE HEALTH ALLIANCE (NBHA), A PUBLIC-PRIVATE PARTNERSHIP THAT BRINGS TOGETHER THE EXPERTISE AND RESOURCES OF 55 PARTICIPATING ORGANIZATIONS TO COLLECTIVELY PROMOTE BONE HEALTH AND PREVENT DISEASE; IMPROVE DIAGNOSIS AND TREATMENT OF BONE DISEASE; AND ENHANCE BONE RESEARCH SURVEILLANCE AND EVALUATION. IN 2017, NBHA WELCOMED 2 NEW MEMBERS.NBHA IS ADVOCATING FOR THE WIDESPREAD IMPLEMENTATION OF THE FRACTURE LIAISON SERVICE (FLS) MODEL OF SECONDARY FRACTURE PREVENTION IN A NUMBER OF HEALTH CARE SETTINGS AND HAS A NUMBER OF COMPLEMENTARY EFFORTS TO SUPPORT THIS GOAL. FLS PROGRAMS COORDINATE POST-FRACTURE CARE THROUGH A 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, NBHA LAUNCHED FRACTURE PREVENTION CENTRAL (WWW.FRACTUREPREVENTIONCENTRAL.ORG) IN MARCH 2013, 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 2017, OVER 4,900 INDIVIDUALS HAD REGISTERED TO ACCESS THESE MATERIALS. INCLUDED IN THE RESOURCES ARE CASE STUDIES, BEST PRACTICES AND BUSINESS PLANS OVER 15 WEBINARS AVAILABLE FOR ON DEMAND VIEWING. FURTHER, IN 2017, NBHA'S FLS 1-ON-1 CONSULT SERVICE RECEIVED AND COMPLETED OVER 700 CONSULT REQUESTS. THE FLS CONSULT SERVICE PROVIDES 1-ON-1 SUPPORT TO INDIVIDUAL SITES ON ASPECTS OF THEIR FLS PROGRAM FROM LEADING FLS EXPERTS. NBHA LAUNCHED FLS BONE HEALTH TELEECHO IN SEPTEMBER 2017, THESE TELEECHO CLINICS ARE HELD 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 AND FLS PROGRAM.AS PART OF AN EFFORT TO ADDRESS THE SHORTCOMINGS IN USING BIOCHEMICAL MARKERS AS TOOLS IN CLINICAL PRACTICE, NBHA IS CONTINUES ITS WORK ON A SERIES OF RELATED PROJECTS TO ADDRESS THE CHALLENGES TO WIDESPREAD USE OF BONE TURNOVER MARKERS AND DESCRIBED 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. 1369630 219180 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 2017, THE FOUNDATION PLANNED AND IMPLEMENTED THE 2017 CLINICAL OSTEOPOROSIS (CO17). CO17 TOOK PLACE IN ORLANDO, FL ON APRIL 20-22, 2017. THIS CONFERENCE WAS HOSTED BY THE NATIONAL OSTEOPOROSIS FOUNDATION (NOF) AND INTERNATIONAL SOCIETY FOR CLINICAL DENSITOMETRY (ISCD), PROVIDED THE MOST CURRENT, CLINICALLY RELEVANT AND EVIDENCE-BASED INFORMATION ON SKELETAL HEALTH ASSESSMENT AND THE PREVENTION, DIAGNOSIS, TREATMENT OF OSTEOPOROSIS. THE EDUCATIONAL PROGRAM OF CO17 PROVIDED TARGETED OPPORTUNITIES FOR PRESENTING THE LATEST INFORMATION IN THE RESEARCH, PREVENTION, DIAGNOSIS, TREATMENT, AND ADVANCES IN BONE DENSITOMETRY AND OSTEOPOROSIS.CO17 IS UNIQUE IN THAT IT IS THE ONLY PROFESSIONAL MEETING THAT ENCOMPASSES ALL MEDICAL DISCIPLINES AND SPECIALTIES INVOLVED IN THE SKELETAL HEALTH ASSESSMENT, DIAGNOSIS AND TREATMENT OF PATIENTS WITH, OR AT RISK FOR, OSTEOPOROSIS AND RELATED FRACTURES. MORE THAN 400 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. CO17 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. THE FOUNDATION'S EDUCATION DEPARTMENT 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 40,000 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.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 PUBLICIN MAY 2017, NOF LAUNCHED THE JUMPING JACK CHALLENGE FOR NATIONAL OSTEOPOROSIS MONTH. THIS SOCIAL MEDIA CAMPAIGN HELPED TO RAISE AWARENESS ABOUT THE IMPORTANCE OF IMPACT/WEIGHT-BEARING EXERCISE ON BUILDING AND MAINTAINING BONE STRENGTH. THOUSANDS OF PEOPLE ACROSS THE COUNTRY TOOK THE JUMPING JACK CHALLENGE - DOING 10 JUMPING JACKS IN 10 SECONDS OR LESS - AND POSTED THEIR VIDEOS ON SOCIAL MEDIA CHALLENGING OTHERS TO DO THE SAME. MANY VIDEOS WERE POSTED ON NOF'S WEBSITE AS WELL. THE WEBSITE ALSO INCLUDES NEW EDUCATIONAL VIDEOS FROM NOF EXPERTS AND OTHER RESOURCES FOR PATIENTS, CAREGIVERS AND OTHERS INTERESTED IN BONE HEALTH.IN NOVEMBER 2017, NOF LAUNCHED 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. 367542 ADVOCACY - STRONG VOICES FOR STRONG BONESTHE 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 2017, ADVOCACY ACTIVITIES INCLUDED:THE AMBASSADORS LEADERSHIP COUNCILNOF 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 130 AMBASSADORS IN THE U.S.MEDICARE PART DMEDICARE 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, MISGUIDED 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 COALITIONFRACTURES 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 (ISCD) 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 WEBINARTEN 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. NOF OFFERED A WIDELY-ATTENDED WEBINAR TO MEMBERS OF CONGRESS, CONGRESSIONAL STAFF, INDUSTRY AND MORE ON WHAT YOU NEED TO KNOW ABOUT OSTEOPOROSIS AND BONE HEALTH - ITS IMPACT ON YOUR CONSTITUENTS, THE HEALTHCARE SYSTEM AND THE ECONOMY. MORE THAN 250 PEOPLE HAVE VIEWED THE WEBINAR. 395960 148002 395960 148002 3361185 1 1 0 1 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 26 0 1 10 1 0 0 0 0 0 0 0 0 0 0 X 28 27 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AK AR AZ CA CO CT FL GA HI IL KS KY ME MD MA MI MN MS MO NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI X X X DEBRA ERIKSON 7036473000 251 18TH ST S 630 ARLINGTON VA 22202 JUDY A BLACK CHAIRMAN 5.00 X X 0 0 0 KENNETH G SAAG MD PRESIDENT 5.00 X X 0 0 0 SUSAN GREENSPAN MD VICE PRESIDENT 5.00 X X 0 0 0 BARBARA HANNAH GRUFFERMAN SECRETARY 5.00 X X 0 0 0 ANN C MILLERMD TREASURER 5.00 X X 0 0 0 C BERDON LAWRENCE TRUSTEE AT LARGE 5.00 X 0 0 0 ROBERT F GAGEL MD IMMEDIATE PAST PRESIDENT 5.00 X 0 0 0 DOUGLAS C BAUER MD TRUSTEE 5.00 X 0 0 0 SUSAN BUKATA MD TRUSTEE 5.00 X 0 0 0 BLAIR G CHILDS TRUSTEE 5.00 X 0 0 0 MICHAEL COOK JD TRUSTEE 5.00 X 0 0 0 JAMES MGILL MD MPH TRUSTEE 5.00 X 0 0 0 KARL INSOGNA MD TRUSTEE 5.00 X 0 0 0 DAVID L KIM TRUSTEE 5.00 X 0 0 0 THOMAS F KOINIS MD TRUSTEE 5.00 X 0 0 0 ANNE F LAKE DNP FNP-BC ONPC TRUSTEE 5.00 X 0 0 0 JOAN M LAPPE PHD RN FAAN TRUSTEE 5.00 X 0 0 0 MERYL S LEBOFF MD TRUSTEE 5.00 X 0 0 0 KENNETH W LYLES MD TRUSTEE 5.00 X 0 0 0 MARY OATES MD TRUSTEE 5.00 X 0 0 0 GAIL SHEEHY TRUSTEE 5.00 X 0 0 0 ANDREA SINGER MD CLINICAL DIRECTOR 5.00 X 0 0 0 FREDERICK R SINGER MD TRUSTEE 5.00 X 0 0 0 ETHEL S SIRIS MD TRUSTEE 5.00 X 0 0 0 HEIDI SKOLNIK MS CDN FACSM TRUSTEE 5.00 X 0 0 0 STEVEN W STRODE MD MED MPH TRUSTEE 5.00 X 0 0 0 ROBERT S UNDERSTEINCPA TRUSTEE 5.00 X 0 0 0 AMY PORTER CHIEF EXECUTIVE OFFICER - TERM ENDED DECEMBER 2017 40.00 X X 324777 0 11992 CLAIRE GILL SENIOR DIRECTOR, MARKETING 40.00 X 191084 0 15875 DEBRA ERIKSON DIRECTOR, DEVELOPMENT OPERATIONS 40.00 X 138221 0 16798 DEBBIE ZELDOW EXECUTIVE DIRECTOR, NBHA 40.00 X 156429 0 7851 CATRELL HARRIS DIRECTOR, SCIENCE & EDUCATION 40.00 X 102590 0 7269 913101 0 59785 5 0 1 0 HAINES AND COMPANY 8050 FREEDOM AVE NW CANTON OH 44720 DIRECT MAILING 272129 RTI HEALTH SOLUTIONS 200 OFFICE PARK DRIVE RESEARCH TRIANGLE PARK NC 27709 PROGRAM SERVICES 163496 2 82925 3689574 3772499 CONFERENCES, SEMINARS, 900099 219180 219180 PUBLICATION AND PROGRA 900099 133003 133003 352183 44666 44666 387452 387452 688155 571213 116942 116942 116942 15805 806 14999 14999 4688741 367182 0 549060 X 708007 566406 28320 113281 638477 521262 26174 91041 30236 24189 1209 4838 39269 18718 16807 3744 78708 62967 3148 12593 34648 27254 1479 5915 33758 27007 1350 5401 127000 127000 5908 5908 18654 18654 866515 655725 42158 168632 7406 5925 296 1185 214297 169393 8981 35923 185908 148727 7436 29745 137563 110050 5503 22010 48463 34434 2806 11223 1 1 13699 10960 548 2191 34258 27407 1370 5481 CATERING AND FACILITY 183199 131059 10428 41712 CAGING SERVICE 179820 159356 4093 16371 PRINTING 116630 93304 4665 18661 AUDIO AND VISUAL EXPENS 114911 91929 4596 18386 412250 348112 12826 51312 4229585 3361185 202847 665553 X 144878 42998 12697 89183 1506979 1579813 463474 227666 25 33655 6736 8097 105072 113561 691303 675719 29281 15584 3104775 3515621 5216342 5493997 293929 185186 440580 92999 145446 149310 879955 427495 X 3090102 3844653 1066273 1041837 180012 180012 4336387 5066502 5216342 5493997 459156 270959 0 X X 0 1 X 1 0 X 2103896 2818690 3131435 2447822 3772499 14274342 2103896 2818690 3131435 2447822 3772499 14274342 3595795 10678547 380058 373438 457065 472093 432120 2114774 3178 3563 1382 8123 16397239 1381269 0.65120 0.59230 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4229584 4229584 361479 90370 0 0 351527 344115 332592 361479 1389713 2084570 87882 86029 83148 90370 347429 521144 180012 3991 3991 180012 180012 4077 4077 180012 180012 401 401 180012 180012 514 514 180012 180012 3313 3313 180012 1.00000 1 0 104509 88925 15584 586794 586794 0 15584 MERRILL LYNCH - MUTUAL FUNDS 238125 F CHARLES SCHWAB - BOND FUNDS 1005565 F CHARLES SCHWAB - EQUITY FUNDS 2271931 F 3515621 DEFERRED RENT 149310 149310 X 4944173 270959 2321 273280 4670893 18654 -806 17848 4688741 4214058 2321 806 3127 4210931 18654 18654 4229585 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 PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 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. X X 1 HAINES AND COMPANY INC 8050 FREEDOM AVE NORTH CANTON OH 44720 DIRECT MAIL PROGRAM 0 309006 5908 139345 309006 5908 139345 AL AK AZ AR CA CO CT DC FL GA HI ID IN IA KS KY LA ME MD MA MI MS MO MT NH NJ NM NY MN NC ND OH OK OR PA RI SC TN TX UT VT VA WA WV WI 1 X X X X 0 0 0 0 0 0 0 0 0 AMY PORTER CHIEF EXECUTIVE OFFICER - TERM ENDED 320577 0 0 0 4200 0 10272 0 1720 0 336769 0 0 0 CLAIRE GILL SENIOR DIRECTOR, MARKETING 191084 0 0 0 0 0 7723 0 8152 0 206959 0 0 0 DEBRA ERIKSON DIRECTOR, DEVELOPMENT OPERATIONS 138221 0 0 0 0 0 5760 0 11038 0 155019 0 0 0 DEBBIE ZELDOW EXECUTIVE DIRECTOR, NBHA 156429 0 0 0 0 0 6302 0 1549 0 164280 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE CHIEF OPERATING OFFICER AND FINANCE CONSULTANT, AS WELL AS THE CHIEF EXECUTIVE OFFICER, REVIEW THE FEDERAL FORM 990 AS PREPARED BY RENNER & COMPANY, CPA, PC TO DETERMINE IF THE INFORMATION PRESENTED IN THE FEDERAL FORM 990 IS IN AGREEMENT WITH INFORMATION ORIGINALLY PROVIDED TO RENNER & COMPANY CPA, PC. THE FOUNDATION AND RENNER & COMPANY, CPA. PC DISCUSS ISSUES, IF ANY, BEFORE THE FEDERAL FORM 990 IS FILED WITH THE INTERNAL REVENUE SERVICE. BOARD MEMBERS ARE NOTIFIED THAT THE COMPLETED FEDERAL FORM 990 IS AVAILABLE FOR THEIR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C THE 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 OPERATING 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 DIRECTOR OF OPERATIONS SHARE THIS INFORMATION WITH THE EXECUTIVE COMMITTEE OF THE BOARD FOR ITS ACTION. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION 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 CHEIF EXECUTIVE OFFICER'S PERFORMANCE. FORM 990, PART VI, SECTION C, LINE 19 THE 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 11G CONSULTING EXPENSES: PROGRAM SERVICE EXPENSES 301,124. MANAGEMENT AND GENERAL EXPENSES 19,498. FUNDRAISING EXPENSES 77,992. TOTAL EXPENSES 398,614. OTHER CONTRACTUAL SERVICES: PROGRAM SERVICE EXPENSES 354,601. MANAGEMENT AND GENERAL EXPENSES 22,660. FUNDRAISING EXPENSES 90,640. TOTAL EXPENSES 467,901. FORM 990, PART XII, LINE 2C: NO CHANGE FROM PRIOR YEAR.