2018-09-25T06:53:41-05:00 2017-12-31 BDO USA LLP 1100 Peachtree Street Suite 700 ATLANTA GA 303094516 990 2017-01-01 581341679 Arthritis Foundation Inc % JANE BASCLE CFO ARTH 4048727100 1355 Peachtree Street NE Suite 600 Atlanta GA 30309 JANE BASCLE CFO 4048727100 2018-09-24 true Sandra L Feinsmith P01064157 4046886841 2018-09-21 73.184.12.91 58727420182685000000 2018-09-25 P C4B89C76F74070137D810AF7B5E7317B718286B9 4DB68E9310AB6A0CC47BBA369B123970E8804FD7 2017 2018-06-14 16:35:46Z Ann Palmer CEO 1355 Peachtree St ne suite 600 Atlanta GA 30309 188345593 false 8510 X www.arthritis.org X 1948 GA The AF is pursuing a cure FOr America's #1 cause of disability, while championing the fight against arthritis with life-changing resources, science, advocacy, & community connects. 17 17 684 7500 5547455 63334 54727053 57639168 4071347 3862801 3420971 11407644 15544736 13852145 77764107 86761758 9248741 9878840 0 0 37511741 34426646 4955 0 10331111 38595559 34591650 85360996 78897136 -7596889 7864622 174521717 187448846 27248882 28643122 147272835 158805724 X THE ARTHRITIS FOUNDATION IS BOLDLY PURSUING A CURE FOR AMERICA'S #1 CAUSE OF DISABILITY, WHILE CHAMPIONING THE FIGHT AGAINST ARTHRITIS WITH LIFE-CHANGING RESOURCES, SCIENCE, ADVOCACY, AND COMMUNITY CONNECTIONS. false false 29672454 31730 Advocacy and Access: Advocacy is one of the four pillars of the Arthritis Foundation. Our mission is to be the voice of people with Arthritis with policy makers, elected officials, regulators, at all levels of government, and employers. We do this by engaging our community of advocates in legislative and regulatory policy making, helping them to find their voices through advocacy training, meetings with Congressional representatives and state officials to ensure access to timely, affordable access to treatments and medications. Part of our advocacy program also includes the Arthritis Ambassador Program to strengthen relationships with members of Congress through advocacy training and relationship development. A new focus of the advocacy program is active engagement by our advocates in policymaking at the state level. In addition, the Arthritis Foundation is working to ensure that research funding for arthritis is increased and that there is recognition of the fact that this disease impacts one in four Americans. 15812228 46417 3862801 Community Health & Support: The Arthritis Foundation community programs empower people in local communities nationwide. The Foundation provides opportunities for people to connect with others with similar challenges and develop supportive relationships. The Arthritis Foundation programs include Kids and Family camps, the Juvenile Arthritis National Conference, the Walk With Ease exercise program, and exercise and aquatics programs. The people we reach through these programs and arm with information and self-management strategies have a better perspective on their disease and, in turn, better outcomes. 12328334 9799314 Scientific Discovery: For almost 70 years, the Arthritis Foundation has initiated and supported scientific discoveries that improve the lives of people with arthritis and related diseases. The Arthritis Foundation continues to lead the way in advancing scientific discoveries and seeking solutions that will positively impact the lives of those who suffer. Our commitment to finding a cure is unwavering. The scientific strategy is the direction the Arthritis Foundation Science Department is going over the next five years. The scientific strategy has three pillars. The goal for each pillar is listed below. Pillar #1: Delivering on Discovery Improved decision making and better lives through improved prevention, earlier diagnosis and new treatments to prevent, control and cure arthritis and related diseases. Pillar #2: Decision Making With Metrics Fact-based metrics for decision making and guiding actions to improve the health of people across the lifespan with arthritis and related diseases. Pillar #3: Building Human Capital Scientific research pipeline is strengthened and scientific discovery is catalyzed and accelerated for arthritis and related diseases. 1869268 1379 PROFESSIONAL EDUCATION 1869268 1379 59682284 true false false true false false false false false true true false false true true true true false false false false false false true true false false true true true false false false false false false false false true false false false false false false false false true 519 0 true 684 true true true false false false false true true false false false false X 17 17 false false false false false true false true true false true true true true true true true true true true false AL AZ CA CT FL GA HI IL KS KY LA MD MA MI MN MS NH NJ NM NY NC OK OR PA RI SC TN UT VA WV WI X X JANE BASCLE CFO 4048727100 1355 PEACHTREE STREET NE SUITE 600 ATLANTA GA 30309 Rowland W Chang Chair 1.0 0.0 X 0 0 0 Laurie Stewart Vice Chair/Secretary 1.0 0.0 X 0 0 0 Frank Longobardi Treasurer 1.0 0.0 X 0 0 0 Michael V Ortman Immediate Past Chair 1.0 0.0 X 0 0 0 Cavan Redmond Director 1.0 0.0 X 0 0 0 K Andrew Crighton Director 1.0 0.0 X 0 0 0 Mary Battle Director 1.0 0.0 X 0 0 0 Dennis M P Ehling Director 1.0 0.0 X 0 0 0 Helen Emery Director 1.0 0.0 X 0 0 0 Randeep S Kahlon Director 1.0 0.0 X 0 0 0 Martin Lotz Director 1.0 0.0 X 0 0 0 Matt Mooney Director 1.0 0.0 X 0 0 0 Michael Moriarty Director 1.0 0.0 X 0 0 0 David A Pleasance Director 1.0 0.0 X 0 0 0 Anthony Rizzo Jr Director 1.0 0.0 X 0 0 0 W Hayes Wilson Director 1.0 0.0 X 0 0 0 Robin Dore Director 1.0 0.0 X 0 0 0 Patricia Hannon Director 1.0 0.0 X 0 0 0 Eileen Boone DIRECTOR 1.0 0.0 X 0 0 0 Joseph Nellis DIRECTOR 1.0 0.0 X 0 0 0 Jane Bascle Chief Financial Officer 37.5 0.0 X 207500 0 20631 David McLoughlin Chief Operating Officer 37.5 0.0 X 355813 0 37124 Ann Palmer President/CEO 37.5 0.0 X 574000 0 44232 Catherine McClellan VP Legal Affairs 37.5 0.0 X 141575 0 10711 Sandie Preiss VP, ADVOCACY & ACCESS 37.5 0.0 X 137680 0 18544 Guy Eakin Sr. VP, Science 37.5 0.0 X 217838 0 9833 Cindy McDaniel Sr. VP, Consumer Affairs 37.5 0.0 X 194741 0 33097 Ann McNamara Sr. VP, Revenue Strategy 37.5 0.0 X 230000 0 3267 Richard Willis Sr. VP, FIELD MANAGEMENT 37.5 0.0 X 229612 0 27029 Andy Gammuto Chief Information Officer 37.5 0.0 X 192506 0 6883 Melissa Honabach SR. VP, MARKETING & COMM 37.5 0.0 X 155769 0 9965 Nancy Beidler Region Vice President 37.5 0.0 X 164800 0 14059 Sylvia Richard Region Vice President 37.5 0.0 X 160745 0 17743 Ingrid Montecino Regional Vice President 37.5 0.0 X 210915 0 16551 3173494 0 269669 65 false true false Merkle Inc PO BOX 64897 BALTIMORE MD 212644897 direct mail counsel 5735647 Meredith Corporation PO Box 730148 DALLAS TX 753730148 Printing & Artwork 224224 Executive Mailing Services 7855 W 111th Street PALOS HILLS IL 60465 direct mail 206979 BLACKBAUD INTERNET SOLUTIONS DIVISI PO BOX 930256 ATLANTA GA 311930256 TECH & SOFTWARE SVCS 150000 Global Cloud Ltd 30 West Third St Floor 2 CINCINNATI OH 45202 Tech & Software Svcs 130000 6 999997 11109440 186486 45343245 1418663 57639168 COMMUNITY HEALTH & SUPPORT 624100 3862801 3862801 3862801 4426960 4426960 0 126703 126703 0 0 0 103751705 107004 96852439 25586 6899266 81418 6980684 6980684 12883797 11109440 4705810 8177987 8177987 0 0 0 0 0 0 ADVERTISING REVENUE 541800 5483121 5483121 SECTION 481(A) ADJUSTMENT 900099 64334 64334 5547455 86761758 3862801 5547455 19712334 9866779 9866779 12061 12061 0 0 2493227 1800343 306946 385938 0 25369339 18319027 3123275 3927037 0 4409061 3207956 529401 671704 2155019 1567251 257445 330323 0 252978 140804 71944 40230 314719 175168 89502 50049 538251 538251 0 0 5610974 3283858 1482369 844747 8222694 6185057 86970 1950667 7271857 5597258 1041049 633550 1724955 545696 871279 307980 0 3661793 2881295 321151 459347 2101065 1657126 219261 224678 0 2469266 2316795 68270 84201 0 0 975937 741712 126872 107353 589153 448187 76159 64807 MISCELLANEOUS EXPENSES 333059 -4430 189598 147891 UNCOLLECTIBLE RECEIVABLES 338121 260732 77389 MEMBERSHIP DUES/SUBSCRIPTIONS 186828 141358 22250 23220 78897136 59682284 8883741 10331111 6285835 4525801 1760034 16044623 19216408 0 0 14753135 19511562 2765605 2787700 0 0 0 0 0 0 131028 91721 1458513 1859675 9505846 4224533 5811609 5281313 88916902 88865600 100919 3425544 0 0 0 0 44539383 46409323 174521717 187448846 10124518 11067161 8483042 9335057 0 0 0 0 0 0 0 0 0 0 0 0 8641322 8240904 27248882 28643122 X 33973907 45147713 35888431 33426602 77410497 80231409 147272835 158805724 174521717 187448846 X 7864622 2431250 1237017 X false true X true false X 37069773 42556795 52731599 54727053 57639168 244724388 0 0 37069773 42556795 52731599 54727053 57639168 244724388 0 244724388 683119 888092 1500889 3533562 4553663 11159325 0 0 10687 64333 64334 139354 -55483 27631 2311887 0 0 2284035 258307102 32910281 0.94742 0.96135 X SCHEDULE A, PART II, SECTION B, LINE 10 OTHER INCOME IS AN ACCUMULATION OF INDIVIDUALLY INSIGNIFICANT TRANSACTIONS OF REVENUE AND EXPENSES INCURRED DURING NORMAL DAY-TO-DAY OPERATIONS OF THE ORGANIZATION AND WERE NOT ORIGINALLY RECORDED IN SPECIFIC INCOME OR EXPENSE ACCOUNTS DURING THE YEAR. FOR FINANCIAL REPORTING PURPOSES THIS ACCUMULATED BALANCE WAS DEEMED IMMATERIAL AND REMAINED SEPARATELY REPORTED ON THE ORGANIZATIONS FINANCIAL STATEMENTS AS "miscellaneous revenue and losses". 188388 349863 538251 78358885 78897136 1000000 250000 1000000 1000000 1000000 1000000 4000000 6000000 484387 603920 640932 538251 2267490 250000 250000 250000 250000 1000000 1500000 217974 241568 224326 188388 872256 42824792 198073 8308088 1846646 49484307 25842339 16095896 2445741 1559184 42824792 7295703 19983998 -314863 1122499 25842339 6451538 868460 208043 232338 7295703 5689033 979718 217213 6451538 0.80820 0.19180 false false 635651 635651 2501825 1195218 1306607 2604394 748825 1855569 884764 781532 103232 2879212 1498958 1380254 5281313 BENEFICIAL INT IN PERP TRUST 46409323 46409323 0 SPLIT INTEREST AGREEMENTS 8233093 DEBT OBLIGATIONS 7811 8240904 X 90430025 2431250 1301351 3732601 86697424 64334 64334 86761758 78897136 78897136 78897136 part x line 2 The Foundation is exempt from Federal income tax as an organization described in Section 501(c)(3) of the Internal Revenue Code. With respect to any unrelated business income generated by the Foundation, it records income taxes using the liability method under which deferred tax assets and liabilities are determined based on the differences between the financial accounting and tax bases of assets and liabilities. Deferred tax assets or liabilities at the end of each period are determined using the currently enacted tax rate expected to apply to taxable income in the period that the deferred tax asset or liability is expected to be realized or to be settled. As of December 31, 2017 and 2016, the Foundation had no deferred tax assets or liabilities or any uncertain tax positions. Part XI, Line 2d NET CHANGE IN VALUATION OF SPLIT INTEREST AGREEMENTS - ($333,725) NET CHANGE IN PENSION LIABILITIES - ($234,864) UNREALIZED GAIN ON BENEFICIAL INTERESTS IN PERPETUAL TRUSTS $1,869,940 Part XI, Line 4b SECTION 481(A) ADJUSTMENT - ($64,334) X X X X X X X true Merkle Inc PO Box 64987 Baltimore MD 212644897 Direct Mail false 9965126 7893740 2071386 infocision PO Box 932441 Cleveland OH 44193 telemktg false 207677 119039 88638 10172803 8012779 2160024 Bicycle Tour LA 910805 707902 202903 5367 84713 95975 19524 143416 Crystal Ball 479831 91503 388328 10000 90919 10050 36874 232 22602601 10310035 12292566 272605 1670882 323513 160411 1781561 23993237 11109440 12883797 277972 1765595 510407 189985 1961851 4705810 8177987 true CARRA Inc C/O Stanford Unv Med Palo Alto CA 94304 464152355 501(c)(3) 4725000 research grant SUNY The Research Foundation of 402 Crofts Hall Buffalo NY 142607016 141368361 501(c)(3) 395957 research grant STANFORD UNIVERSITY PO Box 44253 San Francisco CA 941444253 941156365 501(c)(3) 337000 research grant University of Iowa B-5 Jessup Hall Iowa City IA 52242 426004813 501(c)(3) 320460 research grant Duke University 2138 Campus Drive Durham NC 282602651 560532129 501(c)(3) 312663 research grant Baylor College of Medicine PO Box 301207 Dallas TX 75303 741613878 501(c)(3) 275112 research grant Vanderbilt University Medical Center 1211 Medical Center Dr Nashville TN 37232 620476822 501(c)(3) 270000 research grant Yale University 149 Elm Street New Haven CT 06520 060646973 501(c)(3) 221407 research grant MetroHealth Medical Center PO Box 73308 Cleveland OH 44193 346004382 501(c)(3) 216667 research grant University of San Francisco 9500 Gilman Drive 0009 La Jolla CA 92093 966006144 501(c)(3) 162500 research grant Rush University Medical Center 1700 West Van Buren Chicago IL 60612 362174823 501(c)(3) 155870 research grant UNC Chapel Hill 250 E Franklin ST Chapel Hill NC 27514 566001393 501(c)(3) 145167 research grant The University of Tennessee-Health Science 920 Madison Ave memphis TN 38163 060646973 501(c)(3) 135000 research grant Cedars-Sinai Medical Center 6500 Wilshire Blvd LA CA 900484920 951644600 501(c)(3) 129080 Research grant Albert Einstein Coll of Medicine-Yeshiva Un 1300 Morris Park Avenue Bronx NY 10461 472209056 501(c)(3) 108000 Research grant New York University School of Medicine PO Box 415026 Boston MA 02241 135562308 501(c)(3) 100000 Research grant Cleveland Clinic 9500 Euclid Avenue Cleveland OH 44193 340714585 501(c)(3) 57820 Research grant University of Washington Box 354966 Seattle WA 981954696 916001537 501(c)(3) 50000 Research grant University of Utah 201 PRESIDENTS CIRCLE Salt Lake City UT 84112 876000525 501(c)(3) 50000 Research grant University of Colorado Denver 1201 larimer st Denver CO 80204 846000555 501(c)(3) 50000 Research grant Seattle Children's Hospital Foundation PO Box 5371 Seattle WA 981455005 910564748 501(c)(3) 50000 Research grant Oregon Health & Science University 3181 SW Sam Jackson Pk Rd Portland OR 972393098 931176109 501(c)(3) 50000 Research grant FDN for the National Institutes of Health 9650 Rockville Pike Bethesda MD 20814 521986675 501(c)(3) 50000 Research grant Dartmouth 11 Rope Ferry Road 6210 Hanover NH 03755 020222111 501(c)(3) 45365 Research grant Children's Hospital of Los Angeles 4650 Sunset BLVD Los Angeles CA 90027 953777340 501(c)(3) 35000 Research grant California Polytechnic State Univ 1 Grand Avenue San Luis Obispo CA 93407 770209717 501(c)(3) 35000 education grant Wake Forest Piedmont Plaza 1 WinstonSalem NC 27157 223849199 501(c)(3) 15000 education grant California State University 1250 Bellflower Blvd Long Beach CA 90840 452163910 501(c)(3) 15000 Education grant Washington University PO BOx 8233 St Louis MO 63110 430653611 501(c)(3) 10000 research grant Virginia Wesleyan 5817 Wesleyan Drive Norfolk VA 23455 546039600 501(c)(3) 7500 education grant University of Florida 219 Grinter Hall Gainsville FL 32611 596002052 501(c)(3) 7500 education grant Osteoarthritis Research Society int'l 15000 Commerce PKWY Mount Laurel NJ 08054 521867506 501(c)(3) 6000 education grant 32 0 part i line 2 monitoring is provided by the arthritis foundation's national office through oversight of the terms and conditions of a written agreement. Multiyear agreements require yearly progress and financial reports for continuation of funding. X X X X X X false false false false false false false false false Jane Bascle Chief Financial Officer 207500 0 0 0 0 0 3392 0 17239 0 228131 0 0 0 David McLoughlin Chief Operating Officer 315813 0 30000 0 10000 0 20800 0 16324 0 392937 0 0 0 Ann Palmer President/CEO 423900 0 123600 0 26500 0 28800 0 15432 0 618232 0 0 0 Sandie Preiss VP, ADVOCACY & ACCESS 137680 0 0 0 0 0 8863 0 9681 0 156224 0 0 0 Guy Eakin Sr. VP, Science 197838 0 20000 0 0 0 0 0 9833 0 227671 0 0 0 Catherine McClellan VP Legal Affairs 141575 0 0 0 0 820 0 9891 0 152286 0 0 0 Cindy McDaniel Sr. VP, Consumer Affairs 194741 0 0 0 0 0 15664 0 17433 0 227838 0 0 0 Ann McNamara Sr. VP, Revenue Strategy 230000 0 0 0 0 0 1769 0 1498 0 233267 0 0 0 Richard Willis Sr. VP, FIELD MANAGEMENT 209612 0 20000 0 0 0 9246 0 17783 0 256641 0 0 0 Andy Gammuto Chief Information Officer 192506 0 0 0 0 0 0 0 6883 0 199389 0 0 0 Melissa Honabach SR. VP, MARKETING & COMM 155769 0 0 0 0 0 0 0 9965 0 165734 0 0 0 Nancy Beidler Region Vice President 164800 0 0 0 0 0 13184 0 875 0 178859 0 0 0 Sylvia Richard Region Vice President 160145 0 600 0 0 0 6430 0 11313 0 178488 0 0 0 Ingrid Montecino Regional Vice President 210915 0 0 0 0 0 8277 0 8274 0 227466 0 0 0 X 727139 FMV X 121 691524 stock exchange value false true true PART I, LINE 32b AUTOS FOR ARTHRITIS-ADVANCED REMARKETING SERVICES DELIVERS PROFESSIONAL REMARKETING SERVICES TO THE ARTHRITIS FOUNDATIONS CAR DONATION PROGRAMS. SERVICES INCLUDE STATE OF THE ART CALL CENTER, NATIONWIDE TOWING COVERAGE, ESTABLISHED NETWORK OF BUYERS AND AUCTIONS, COMPREHENSIVE REPORTING AND PROCESSING OF ALL REQUIRED STATE AND IRS DOCUMENTS. FUNDS COLLECTED (GROSS, LESS APPLICABLE FEES) ARE DIRECT DEPOSITED INTO THE NATIONAL OFFICE BANK ACCOUNT. FORM 990, PART VI, SECTION A, LINE 1 THE EXECUTIVE COMMITTEE HAS BEEN GIVEN THE AUTHORITY TO EXERCISE ANY AND ALL POWERS OF THE NATIONAL BOARD BETWEEN MEETINGS OF THE FULL NATIONAL BOARD. THE EXECUTIVE COMMITTEE CONSISTS OF THE OFFICERS AND UP TO EIGHT ADDITIONAL DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 WAS PREPARED BY A PUBLIC ACCOUNTING FIRM WITH INPUT FROM THE FOUNDATION'S ACCOUNTING STAFF AND CFO. A DRAFT COPY OF THE FORM 990 WAS REVIEWED BY KEY ACCOUNTING STAFF AND SENIOR MANAGEMENT. EACH PERSON INDIVIDUALLY REVIEWED THE FORM (INCLUDING SCHEDULES) AND SUBMITTED QUESTIONS OR COMMENTS TO MANAGEMENT AS NECESSARY. QUESTIONS AND COMMENTS WERE RESOLVED APPROPRIATELY TO THE SATISFACTION OF THE FOUNDATIONS CFO. THE FORM 990 (INCLUDING SCHEDULES) WAS THEN REVIEWED AND APPROVED BY THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS PRIOR TO SUBMISSION. THE FINAL FORM WAS PROVIDED TO THE ENTIRE BOARD OF DIRECTORS at A SCHEDULED MEETING. COMMENTS AND SUGGESTED CHANGES WERE INCORPORATED INTO A SUBSEQUENT DRAFT OF THE FORM 990. THE FINAL DRAFT OF THE FORM 990 WAS PRESENTED TO THE FULL BOARD OF DIRECTORS PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12c AT LEAST ANNUALLY, ALL EMPLOYEES MUST SIGN A CONFLICT OF INTEREST DISCLOSURE FORM. VOLUNTEERS IN POSITIONS OF GOVERNANCE SUCH AS FOR BOARD MEMBERS, COMMITTEE MEMBERS AND AD HOC TASK FORCE MEMBERS SHALL COMPLETE A CONFLICT OF INTEREST DISCLOSURE FORM ANNUALLY AND PRIOR TO INITIAL APPOINTMENT TO SERVE IN THE VARIOUS POSITIONS. THE BOARD OF DIRECTORS AUDIT COMMITTEE REVIEWS AND ADJUDICATES POTENTIAL VOLUNTEER CONFLICTS. IF POTENTIAL CONFLICTS EXIST AS TO ARTHRITIS FOUNDATION STAFF, THE APPROPRIATE MANAGEMENT AND/OR THE HUMAN RESOURCES DEPARTMENT SHALL ADDRESS THEM. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION AND PERSONNEL COMMITTEE MET ON November 17, 2017 TO REVIEW TOTAL COMPENSATION AND BENEFITS FOR THE CEO AND OTHER KEY EMPLOYEES. THE COMMITTEE RECEIVED COMPENSATION REPORTS PREPARED BY AN INDEPENDENT COMPENSATION CONSULTANT, JER HR Associates LLC, AND REVIEWED THE COMPARATIVE ANALYSIS OF MARKET DATA FOR PEER ORGANIZATIONS WITH THE TOTAL COMPENSATION PAID BY THE ARTHRITIS FOUNDATION FOR EACH POSITION. IT WAS THE CONSULTANTS UNRESERVED OPINION THAT THE BASE SALARIES AND TOTAL COMPENSATION PROVIDED TO THE FOUNDATIONS SENIOR MANAGEMENT EXECUTIVES, INCLUDING THE CEO, MEET ALL STANDARDS OF REASONABLENESS AND ARE NOT EXCESSIVE. THE COMMITTEE MEETS ANNUALLY TO COMPLETE THIS REVIEW AND REPORTS TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES PUBLIC THE MAJORITY OF ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS VIA THE NATIONAL OFFICES WEBSITE AT WWW.ARTHRITIS.ORG. ALL OTHER DOCUMENTS NOT READILY AVAILABLE VIA THIS WEBSITE ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9 NET CHANGE IN VALUATION OF SPLIT INTEREST AGREEMENTs - ($333,725) NET CHANGE IN PENSION LIABILITies - ($234,864) unrealized gain on beneficial interests in perpetual trusts $1,869,940 SECTION 481(A) ADJUSTMENT - ($64,334)