SPONDYLITIS ASSOCIATION OF AMERICA: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- SPONDYLITIS ASSOCIATION OF AMERICA (EIN 95-3890767)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-01-23
- IRS object ID
- 201810239349300446
- Schema version
- 2016v3.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-01-23T18:30:04-06:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 946214841 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Armanino LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11766 Wilshire Blvd 9th Floor | AddressLine1Txt |
| City | Los Angeles | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90025 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 953890767 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Spondylitis Association of America | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SPON | BusinessNameControlTxt |
| Phone | 8188921616 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16360 Roscoe Blvd No 100 | AddressLine1Txt |
| City | Van Nuys | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91406 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Cassie Shafer | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 8188921616 | PhoneNum |
| Signature | 2018-01-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Ken Teasdale | PreparerPersonNm |
| PTIN | P00287849 | PTIN |
| Phone | 3104784148 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 74.62.191.226 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-01-23 | IPDt |
| IP Tm | 13:54:57 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 9AB03776265908CDCE1E44DE1AF6CF91D68BA9D2 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Cassie Shafer | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16360 Roscoe Blvd No 100 | AddressLine1Txt |
| City | Van Nuys | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91406 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,813,341 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.spondylitis.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1983 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | Advancing research, accelerated diagnosis, optimum treatment, and public and health care professional education in Spondyloarthritis. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 8 | TotalEmployeeCnt |
| Total Volunteers | 115 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,334,632 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,666,271 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $8,551 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $6,118 | CYProgramServiceRevenueAmt |
| PY Investment Income | $24,573 | PYInvestmentIncomeAmt |
| CY Investment Income | $35,351 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $1,367,756 | PYTotalRevenueAmt |
| CY Total Revenue | $1,707,740 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $60,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $50,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $647,364 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $691,462 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $79,499 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $648,720 | PYOtherExpensesAmt |
| CY Other Expenses | $559,592 | CYOtherExpensesAmt |
| PY Total Expenses | $1,356,084 | PYTotalExpensesAmt |
| CY Total Expenses | $1,301,054 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $11,672 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $406,686 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,309,459 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,780,357 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $92,508 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $108,351 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,216,951 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,672,006 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | Advancing and directly sponsoring Axial Spondyloarthritis research, accelerating diagnosis, supporting optimum treatment for the individual, advancing awareness, and public and health care professional education in Axial Spondyloarthritis. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $777,141 | ExpenseAmt |
| Revenue | $6,118 | RevenueAmt |
| Desc | PATIENT CONFERENCES, EDUCATION AND SUPPORT: THE AGENCY SPONSORED PATIENT EDUCATIONAL AND SUPPORT PROGRAMS THROUGH THE USE OF VARIOUS MEDIA. THE INTERACTIVE WEBSITE AT STOPAS.ORG SERVES 400,000 UNIQUE VISITORS PER QUARTER BASED ON GOOGLE ANALYTICS REPORTS. THE AGENCY SUPPORTS PATIENT EDUCATION IN SPONDYLOARTHRITIS DISEASE MANAGEMENT THROUGH ITS TEEN WEBSITE (SWIFT); PUBLIC ELECTRONIC MESSAGES BOARDS; A SELF MANAGEMENT ACTION GUIDE; BOOKS; PAMPHLETS; BROCHURES; INSTRUCTIVE EXERCISE MATERIALS; HEALTH FAIRS; SOCIAL MEDIA; AND A NETWORK OF VOLUNTEER RUN SUPPORT AND EDUCATIONAL WORKSHOP GROUPS SPREAD OVER 29 STATES. THE AGENCY ALSO SPONSORED AND HOSTS SEVERAL IN PERSON PATIENT EDUCATIONAL SYMPOSIA EVERY YEAR BRINGING IN HIGHLY RESPECTED CLINICAL RESEARCHERS FOR ONE ON ONE INTERACTION WITH ATTENDEES. THE AGENCY ALSO COLLABORATES WITH INDUSTRY, ACADEMIA AND GOVERNMENT TO PRODUCE EDUCATIONAL MATERIALS FOR THE PUBLIC THAT ARE DISTRIBUTED BY VARIOUS MEANS BY THESE AGENCIES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $78,644 | ExpenseAmt |
| Desc | PHYSICIANS EDUCATION: THE AGENCY PRESENTED A CUTTING-EDGE, HIGH TECH, HANDS-ON WORKSHOP DESIGNED TO TRAIN RHEUMATOLOGISTS AND RADIOLOGISTS IN THE DIAGNOSIS OF AXSPA USING DICOM 3D IMAGING ON INDIVIDUAL CASE STUDY PRELOADED LAPTOPS. THE OBJECTIVE OF THIS CME COURSE WAS TO ACCELERATE DIAGNOSIS BY TEACHING PHYSICIANS TO RECOGNIZE THE EARLY CLINICAL SIGNS OF AXSPA AND THEN TO ORDER THE CORRECT IMAGING TO CONFIRM THE DIAGNOSIS. FUTURE PROGRAMS ARE PLANNED FOR 2017. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $60,475 | ExpenseAmt |
| Desc | Patient Life Impact: Conducting a survey of over 800 patients to identify proportion of patients with delayed diagnosis, reasons and treatment for those with delayed diagnosis, treatment discontinuation; evaluating the burden of Spondyloarthritis on patients, and their quality of life. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $72,660 | ExpenseAmt |
| Grant | $50,000 | GrantAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $72,660 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $50,000 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $988,920 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 5 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 8 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CASSIE SHAFER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8188921616 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16360 ROSCOE BLVD | AddressLine1Txt |
| City | VAN NUYS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91406 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| CHARLOTTE K HOWARD | ||||||
| BOARD CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LESLIE KAUTZ | ||||||
| BOARD TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MICHAEL PIANIN | ||||||
| BOARD VICECHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ERIC GOLDSTEIN | ||||||
| BOARD SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DAVID HALLEGUA | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PAULA OLSIEWSKI | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RANDALL SAPADIN | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT ULRICH | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CRAIG GIMBEL | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Ellen Carroll | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LAURIE SAVAGE | ||||||
| Executive Director | 40.00 | Yes (X) | $150,961 | $0 | $1,319 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $150,961 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,319 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Fortuitas inc | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27240 TURNBERRY LANE 200 | AddressLine1Txt |
| City | VALENCIA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91355 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | WEBSITE UPGRADE | ServicesDesc |
| Compensation | $207,129 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $1,666,271 | AllOtherContributionsAmt |
| Total Contributions | $1,666,271 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PUBLICATION SALES | Desc |
| Business | 611710 | BusinessCd |
| Total Revenue Column | $6,118 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,118 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $6,118 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $25,145 | TotalRevenueColumnAmt |
| Exclusion | $25,145 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,115,807 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,105,601 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,206 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,206 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,206 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,707,740 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $16,324 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $25,145 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,000 | TotalAmt |
| Program Services | $50,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $157,884 | TotalAmt |
| Program Services | $126,308 | ProgramServicesAmt |
| Management And General | $15,788 | ManagementAndGeneralAmt |
| Fundraising | $15,788 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $453,803 | TotalAmt |
| Program Services | $323,992 | ProgramServicesAmt |
| Management And General | $89,024 | ManagementAndGeneralAmt |
| Fundraising | $40,787 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,039 | TotalAmt |
| Program Services | $23,356 | ProgramServicesAmt |
| Management And General | $6,289 | ManagementAndGeneralAmt |
| Fundraising | $3,394 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,736 | TotalAmt |
| Program Services | $34,148 | ProgramServicesAmt |
| Management And General | $8,175 | ManagementAndGeneralAmt |
| Fundraising | $4,413 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,212 | TotalAmt |
| Management And General | $62,212 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,450 | TotalAmt |
| Program Services | $88,575 | ProgramServicesAmt |
| Management And General | $16,875 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,483 | TotalAmt |
| Program Services | $26,600 | ProgramServicesAmt |
| Management And General | $16,540 | ManagementAndGeneralAmt |
| Fundraising | $1,343 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $137,955 | TotalAmt |
| Program Services | $137,355 | ProgramServicesAmt |
| Management And General | $600 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,426 | TotalAmt |
| Program Services | $57,426 | ProgramServicesAmt |
| Management And General | $5,500 | ManagementAndGeneralAmt |
| Fundraising | $4,500 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,828 | TotalAmt |
| Program Services | $25,971 | ProgramServicesAmt |
| Fundraising | $5,857 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,293 | TotalAmt |
| Program Services | $21,738 | ProgramServicesAmt |
| Fundraising | $555 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,275 | TotalAmt |
| Program Services | $16,325 | ProgramServicesAmt |
| Management And General | $950 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Postage | $33,262 | $23,611 | $8,638 | $1,013 |
| Printing and publicatio | $31,034 | $27,141 | $2,044 | $1,849 |
| State Licensing Fees | $6,374 | $6,374 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,301,054 | TotalAmt |
| Program Services | $988,920 | ProgramServicesAmt |
| Management And General | $232,635 | ManagementAndGeneralAmt |
| Fundraising | $79,499 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $271,467 | BOYAmt |
| EOY | $384,497 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,859,079 | BOYAmt |
| EOY | $1,896,381 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,000 | BOYAmt |
| EOY | $129,500 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,985 | BOYAmt |
| EOY | $8,208 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $179,842 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $56,920 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,281 | BOYAmt |
| EOY | $122,922 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $125,206 | BOYAmt |
| EOY | $233,408 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,441 | BOYAmt |
| EOY | $5,441 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,309,459 | BOYAmt |
| EOY | $2,780,357 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,508 | BOYAmt |
| EOY | $108,351 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,508 | BOYAmt |
| EOY | $108,351 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,695,645 | BOYAmt |
| EOY | $2,027,283 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $521,306 | BOYAmt |
| EOY | $644,723 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,216,951 | BOYAmt |
| EOY | $2,672,006 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,309,459 | BOYAmt |
| EOY | $2,780,357 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $406,686 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$5,541 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | $53,910 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,311,730 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,324,005 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,776,812 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,334,632 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,666,271 | CurrentTaxYearAmt |
| Total | $7,413,450 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,311,730 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,324,005 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,776,812 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,334,632 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,666,271 | CurrentTaxYearAmt |
| Total | $7,413,450 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,990,687 | SubstantialContributorsTotAmt |
| Public Support Total170 | $5,422,763 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,142 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,177 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,420 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,573 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $25,145 | CurrentTaxYearAmt |
| Total | $86,457 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $7,499,907 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $64,706 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.72300 | PublicSupportCY170Pct |
| Public Support PY170 | 0.73270 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $54,472 | OtherCostOrOtherBasisAmt |
| Depreciation | $44,383 | DepreciationAmt |
| Book Value | $10,089 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $125,370 | OtherCostOrOtherBasisAmt |
| Depreciation | $12,537 | DepreciationAmt |
| Book Value | $112,833 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $122,922 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EQUITY MUTUAL FUNDS | Desc |
| Book Value | $233,408 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $233,408 | TotalBookValueSecuritiesAmt |
| Total Rev Etc Audited Fincl Stmt | $1,702,199 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$5,541 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$5,541 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,707,740 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,707,740 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,301,054 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,301,054 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,301,054 | TotalExpensesPerForm990Amt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Oregon Health & Science University Foundation Casey Eye Insitute | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1121 SW Salmon Street Suite 100 | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 237083114 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $50,000 | CashGrantAmt |
| Purpose Of Grant | HLA B27 microbial population of the bowel study | PurposeOfGrantTxt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | RESEARCHERS ARE REQUIRED TO PROVIDE THE AGENCY WITH PROGRESS REPORTS BASED ON A VARIETY OF MILESTONES, INDIVIDUAL TO EACH STUDY, AND TO ENSURE THAT ANY PUBLICATION IN PEER REVIEW ACKNOWLEDGES THE AGENCY'S FUNDING SUPPORT TOWARD THE EFFORT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAURIE SAVAGE | PersonNm |
| Title | Executive Director | TitleTxt |
| Base Compensation Filing Org | $150,961 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $1,319 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $152,280 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11b | Line 11a explanation - THE FINANCE COMMITTEE, WHICH IS COMPRISED OF THE KEY OFFICERS OF THE BOARD, REVIEWS THE DOCUMENT PRIOR TO ITS DISTRIBUTION TO THE ENTIRE BOARD FOR REVIEW. |
| Form 990, Part VI, Section B, line 12c | ALL DIRECTORS AND SENIOR EMPLOYEES ARE REQUIRED TO COMPLETE AND SIGN A DISCLOSURE FORM LISTING ANY POTENTIAL CONFLICTS OF INTEREST BY SEPTEMBER 30, ANNUALLY. |
| Form 990, Part VI, Section B, line 15 | THE ORGANIZATION UTILIZES CURRENT COMPENSATION DATA PUBLISHED BY THE NATIONAL HEALTH COUNCIL AND THE AMERICAN SOCIETY OF ASSOCIATION EXECUTIVES IN ORDER TO DETERMINE COMPENSATION. |
| Form 990, Part VI, Section C, line 19 | THE ORGANIZATION PRODUCES AN ANNUAL REPORT THAT IS PUBLISHED ON ITS WEBSITE. |
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