2018-08-14T13:41:00-05:00 2017-09-30 910189318 Moss Adams LLP 3121 W March Ln Ste 200 Stockton CA 952192367 990 2016-10-01 941494446 Medic Alert Foundation United States MEDI 2096683333 5226 Pirrone Court Salida CA 95368 Brian Graves CFO 2096683333 2018-08-13 1 Tracy S Paglia P00366884 2099556100 2018-08-13 2016 2022-09-23 18:48:47Z Brian Graves 5226 Pirrone Court Salida CA 95368 11288432 0 X www.medicalert.org X 1956 CA To save lives by serving as the global information link between Members and Emergency Responders. 9 9 66 10 290720 188597 1359446 997586 8728869 7830194 3116564 195975 1474763 1009501 14679642 10033256 0 0 0 0 4852617 4875833 0 0 166889 3658950 4387616 8511567 9263449 6168075 769807 10555810 10906388 7971619 6963138 2584191 3943250 To protect and save lives by serving as the global information link between Members and Emergency Responders during medical emergencies and other times of need. 0 0 4882861 6375841 Program Service Revenue - Create and guard health record databases which enable confidential delivery of urgently needed medical details to rescuers during emergencies. 1973275 2463854 Awareness and Public Information - Programs designed to inform and educate emergency responders, physicians, pharmacists, other healthcare professionals and the general public about the scope and availability of MedicAlert services. 6856136 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 22 0 1 66 1 1 1 0 0 0 0 1 1 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 1 1 1 1 0 AL AK AZ AR CO CT FL GA IL KS KY LA ME MD MA MI MN MS NH NJ NM NY NC ND OH OK OR PA RI SC TN VA WA WV WI CA HI X Brian Graves 2096692462 5226 PIRRONE COURT Salida CA 95368 Tretheway Barton Chairperson (thru 10/16) 3.50 X X 0 0 0 Soni Rob director 0.60 X 0 0 0 Van Terheyden Nick Director 1.90 X 0 0 0 Federer Jessica Director (Thru 06/2017) 2.10 X 0 0 0 Kiger Anna Director 0.10 X 0 0 0 Clairborne Cary Director (Thru 10/16) 0.70 X 0 0 0 Lowthers Bruce Director (Thru 10/16) 0.60 X 0 0 0 Pearson Bob Director 1.90 X 0 0 0 Blount Robert Chairperson 4.90 X X 0 0 0 Latimer Gail Director 1.90 X 0 0 0 Graham Robert Director / Vice Chair (thru 10/16) 1.30 X X 0 0 0 Nathan Phil Secretary 2.10 X X 0 0 0 Laign Michael TREASURER 2.20 X X 0 0 0 Marshall Deann Vice Chair 2.20 X X 0 0 0 Graves Brian CFO 40.00 X 180527 0 20704 Leslie David President & CEO 40.00 X 305654 0 12162 Jacquez Alejandra Corporate Controller 40.00 X 112076 0 21108 Nolan Justin Senior Director of Marketing 40.00 X 158541 0 22058 Ramirez Fermin Senior Director of Technology 40.00 X 175528 0 24082 Howard Melody V.P. Call Center Operation 40.00 X 163080 0 12433 Jones Stephen Senior system engineer 40.00 X 115943 0 15557 1211349 0 128104 8 0 1 0 Duane Morris LLP 30 S 17th Street Philadelphia PA 191034196 Legal services 151968 Aerotek Inc 3689 Collection Center Drive Chicago IL 60693 STAFFING SERVICES 122889 2 997586 997586 Program Service Rev. 812900 6482347 6482347 Freight & Services 812900 844795 554075 290720 License Fees 812900 503052 503052 7830194 174892 174892 32507 1600 9255 3769 23252 -2169 21083 21083 2251653 1242152 1009501 1009501 10033256 8548975 290720 195975 520062 284214 235848 3514678 2624929 853571 36178 72147 63964 8183 480152 399793 80359 288794 222663 66131 229009 25780 203229 101436 101436 23945 23945 810516 728545 81971 1204568 1071357 2500 130711 461710 385355 76355 263704 263383 321 344925 321053 23872 116779 74608 42171 147624 147624 13983 13983 106167 106167 RECRUITING AND TRAINING 368857 286383 82474 WORKER'S COMPENSATION 68636 59220 9416 Bad Debt 17845 17845 Awards and Gifts 8554 2453 6101 99358 28453 70905 9263449 6856136 2240424 166889 1397 1410 2485218 2156406 348261 268831 224463 373879 396751 257003 2012797 1990454 40095 22343 7059625 7826516 10555810 10906388 786694 927850 7184925 6035288 7971619 6963138 X 2286003 3766394 298188 176856 2584191 3943250 10555810 10906388 769807 589252 0 X 0 1 X 1 0 X 1545043 1548734 1139070 1359446 997586 6589879 11479253 11718981 11747517 10724788 9791127 55461666 13024296 13267715 12886587 12084234 10788713 62051545 9250 17000 24481 22720 3500 76951 0 9250 17000 24481 22720 3500 76951 61974594 160968 72411 81255 73164 174891 562689 36744 50014 70695 47080 0 204533 197712 122425 151950 120244 174891 767222 13222008 13390140 13038537 12204478 10963604 62818767 0.98660 0.98200 0.01220 0.01610 X 33725 21439 12286 1590548 1582932 7616 388524 386083 2441 22343 X 11840715 589252 1242152 1831404 10009311 23945 23945 10033256 10481656 1242152 1242152 9239504 23945 23945 9263449 Part X, Line 2: Effective October 1, 2009, the Foundation adopted FASB ASC 740-10, relating to accounting for uncertain tax positions. ASC 740-10 prescribes a recognition threshold and measurement process for accounting for uncertain tax positions and also provides guidance on various related matters such as derecognition, interest, penalties, and disclosure required. The Foundation recognizes potential accrued interest and penalties related to unrecognized tax benefits within operations as income tax expense. As of September 30, 2017 and 2016, the Foundation has not identified any uncertain tax positions requiring accrual or disclosure. Part XI, Line 2d - Other Adjustments: Cost of Goods Sold 1,242,152. Part XII, Line 2d - Other Adjustments: Cost of Goods Sold 1,242,152. X X 0 0 0 0 0 0 0 0 0 Graves Brian CFO 162126 0 17591 0 810 0 8828 0 11876 0 201231 0 0 0 Leslie David President & CEO 238939 0 64303 0 2412 0 0 0 12162 0 317816 0 0 0 Nolan Justin Senior Director of Marketing 139908 0 18147 0 486 0 6971 0 15087 0 180599 0 0 0 Ramirez Fermin Senior Director of Technology 142542 0 32500 0 486 0 8025 0 16057 0 199610 0 0 0 Howard Melody V.P. Call Center Operation 146325 0 15945 0 810 0 1300 0 11133 0 175513 0 0 0 Form 990, Part VI, Section B, line 11b Form 990 is initiated by Controller, Reviewed by CFO and President, then reviewed with the Audit Sub-Committee of the Board. Lastly, each Board Member is supplied a draft of the Form 990 to review and discuss. Only after all Board members attest to completing review is the Form 990 submitted. Form 990, Part VI, Section B, line 12c Every employee of the organization and every member of the Board have access to the conflict of interest policy and are required to adhere to it. Each employee signs the "code of business conduct" when hired, and each Board Member signs the "code of business conduct" when joining the board, acknowledging they have read and will follow the code of conduct. This document includes the "conflict of interest" policy. Additionally, at each Board of Directors meeting the first item on the agenda is to ask the members of the Board if any member has a conflict of interest on any of the agenda items to be discussed at the meeting. Form 990, Part VI, Section B, line 15 The CEO's compensation is determined by the Board Compensation Committee utilizing comparability data. Officers and key employee's compensation is determined with comparability data and a salary survey by region and profession. Form 990, Part VI, Section C, line 19 - Financial statements are not made available to the public. - Governing documents and conflict of interest policy are available to the public upon request.