2017-05-11T12:58:01-05:00 2016-12-31 541498950 RENNER AND COMPANY CPA PC 700 NORTH FAIRFAX ST SUITE 400 ALEXANDRIA VA 22314 990 2016-01-01 363350532 NATIONAL OSTEOPOROSIS FOUNDATION NATI 7036473000 251 18TH STREET S NO 630 ARLINGTON VA 22202 AMY PORTER EXECUTIVE DIRECTOR/CEO 2027216350 2017-05-09 1 JOAN MRENNER CPA P00456765 7035351200 75.145.91.221 2017-05-09 11:59:29 ED P 4543877ACA1691930D1A7E3481CE5DC6537F9852 0DE68DB90FA408082C5EE7CF23ED437041639FBD 2016 2021-01-29 14:40:06Z AMY PORTER 251 18TH STREET S NO 630 ARLINGTON VA 22202 3305903 0 X WWW.NOF.ORG X 1984 MO TO PREVENT OSTEOPOROSIS AND IMPROVE THE LIVES OF THOSE AFFECTED BY THE DISEASE. 22 21 10 24 0 0 3131435 2447822 370753 274344 127025 123480 337917 383797 3967130 3229443 0 0 0 0 1715254 1502253 6894 8656 577635 2175849 2140930 3897997 3651839 69133 -422396 5310738 5216342 643448 879955 4667290 4336387 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 1172613 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 2016, NBHA WELCOMED 3 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 2016, OVER 4,000 INDIVIDUALS HAD REGISTERED TO ACCESS THESE MATERIALS. INCLUDED IN THE RESOURCES ARE CASE STUDIES, BEST PRACTICES AND BUSINESS PLANS AND A SERIES OF SIX WEBINARS AVAILABLE FOR ON DEMAND VIEWING. FURTHER, IN 2016, NBHA DISSEMINATED THE RESULTS OF A DEMONSTRATION STUDY THAT PROVIDED PARTICIPATING HOSPITALS WITH THE FLS MODEL OF CARE IN A CLOUD-BASED PLATFORM TO ASSESS THE HOSPITALS' ADOPTION AND IMPLEMENTATION OF A FLS ACROSS THEIR COMMUNITIES AND MEASURING THE IMPACT ON PATIENT CARE (THESE RESULTS WILL BE PUBLISHED IN A PEER REVIEWED JOURNAL IN 2017). NBHA'S PUBLIC AND HEALTH PROFESSIONAL AWARENESS CAMPAIGN, 2MILLION2MANY, LAUNCHED IN APRIL 2012, HIGHLIGHTS THE CONNECTION BETWEEN FRACTURES AND OSTEOPOROSIS AND THE TWO MILLION BONE BREAKS EACH YEAR THAT ARE NO ACCIDENT BUT SIGNS OF OSTEOPOROSIS. THE CENTERPIECE OF THE CAMPAIGN IS CAST MOUNTAIN, A THOUGHT-PROVOKING 12-FOOT TALL BY 12-FOOT WIDE INSTALLATION THAT REPRESENTS THE 5,500 BONE BREAKS DUE TO OSTEOPOROSIS THAT OCCUR IN THE U.S. EVERY DAY. THE CAMPAIGN ENCOURAGES INDIVIDUALS 50 AND OLDER WHO BREAK A BONE TO ASK THEIR HEALTHCARE PROFESSIONAL FOR AN OSTEOPOROSIS TEST AND GETS PEOPLE THINKING ABOUT THEIR BONE HEALTH. MOST RECENTLY, 2MILLION2MANY PRODUCED AND DISSEMINATED TWO NEW PUBLIC SERVICE ANNOUNCEMENTS ON THE CONNECTION BETWEEN OSTEOPOROSIS AND BONE BREAKS AND THE CAMPAIGN HAS BEEN FEATURED IN ONLINE AND PRINT STORIES THROUGH NATIONAL MEDIA OUTREACH ACTIVITIES. THE 2MILLION2MANY PUBLIC SERVICE ANNOUNCEMENTS AND OTHER MATERIALS CAN BE ACCESSED AT WWW.2MILLION2MANY.ORG.AS PART OF AN EFFORT TO ADDRESS THE SHORTCOMINGS IN USING BIOCHEMICAL MARKERS AS TOOLS IN CLINICAL PRACTICE, NBHA IS EXECUTING 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 STANDARDIZATION OF U.S. BONE MARKER SAMPLE COLLECTION PROCEDURES, 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. 1087976 248255 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 2016, THE FOUNDATION PLANNED AND IMPLEMENTED THE 2016 INTERDISCIPLINARY SYMPOSIUM ON OSTEOPOROSIS (ISO16). ISO16 TOOK PLACE IN MIAMI, FL ON MAY 12-15, 2016 INCLUDED AN INTERNATIONALLY RECOGNIZED FACULTY AND WAS CERTIFIED FOR CONTINUING EDUCATION CREDIT FOR PHYSICIANS, NURSES, NURSE PRACTITIONERS AND PHYSICAL THERAPISTS. MORE THAN 318 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. ISO16 CONTINUED NOF'S EFFORTS TO TRAIN PROFESSIONALS IN FLS, OFFERING PROFESSIONAL EDUCATION OPPORTUNITIES LIVE AND ON-DEMAND, AND RECEIVE A CERTIFICATE OF COMPLETION. THE FOUNDATION ALSO PRODUCED FOUR ISSUES OF ITS PROFESSIONAL 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 30,000 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 GENERAL PUBLIC. IN MAY 2016, NOF FINALIZED A YEAR-LONG PROCESS TO UPDATE THE CONTENT AND LAYOUT OF ITS WEBSITE TO PROVIDE A MORE DIRECT PATH FOR PATIENTS, PROFESSIONALS, CAREGIVERS AND THOSE INTERESTED IN PREVENTION TO FIND THE INFORMATION THEY NEED. THE SITE WAS RE-LAUNCHED IN MAY 2016 IN TIME FOR NATIONAL OSTEOPOROSIS MONTH. THE WEBSITE INCLUDES NEW EDUCATIONAL VIDEOS FROM NOF EXPERTS AND OTHER RESOURCES FOR PATIENTS, CAREGIVERS AND OTHERS INTERESTED IN BONE HEALTH. 311464 THE FOUNDATION'S COMMUNICATIONS EFFORTS SEEK TO EXPAND AND ADVANCE KNOWLEDGE OF OSTEOPOROSIS AND BONE HEALTH BY SHARING EVIDENCE-BASED SCIENTIFIC RESEARCH, INFORMATION ON FDA-APPROVED TREATMENTS, AND TIPS AND RESOURCES FOR IMPROVING BONE HEALTH THROUGH NUTRITION AND PHYSICAL ACTIVITY. IN 2016, THE FOUNDATION CONTINUED ITS FOCUS ON HEALTH AND WELLNESS. NOF DIGITIZED MANY OF ITS PRINT MATERIALS AND MADE THESE RESOURCES AVAILABLE TO PATIENTS, CAREGIVERS AND HEALTHCARE PROFESSIONALS ON ITS NEWLY REDESIGNED WEBSITE.FOUR ISSUES OF THE OSTEOPOROSIS REPORT E-NEWSLETTER WERE DEVELOPED AND DISTRIBUTED TO PATIENTS, CAREGIVERS AND THE GENERAL PUBLIC WHO HAVE SUBSCRIBED TO RECEIVE THIS NEWSLETTER. IN ADDITION, BIMONTHLY ISSUES OF THE BONESOURCE E-NEWSLETTER WERE SENT TO HEALTHCARE PROFESSIONALS HIGHLIGHTING RESEARCH AND NEWS TO KEEP THEM UP-TO-DATE ON DIAGNOSIS, MANAGEMENT AND TREATMENT OF OSTEOPOROSIS AND FRACTURES.IN 2016, THE NATIONAL OSTEOPOROSIS FOUNDATION (NOF) AND THE AMERICAN SOCIETY FOR PREVENTIVE CARDIOLOGY (ASPC) RELEASED A JOINT POSITION STATEMENT ON THE LACK OF EVIDENCE LINKING CALCIUM WITH OR WITHOUT VITAMIN D SUPPLEMENTATION TO CARDIOVASCULAR DISEASE IN GENERALLY HEALTHY ADULTS. THIS OFFICIAL POSITION STATEMENT WAS ADOPTED BY THE BOARDS OF DIRECTORS OF BOTH SOCIETIES AS OF JULY 2016 AND IS PUBLISHED IN THE OCTOBER 25, 2016 ISSUE OF THE ANNALS OF INTERNAL MEDICINE. NOF AND ASPC CONVENED AN EXPERT PANEL TO EVALUATE THE EFFECTS ON CARDIOVASCULAR DISEASE OF DIETARY AND SUPPLEMENTAL CALCIUM BASED ON THE EXISTING PEER-REVIEWED SCIENTIFIC LITERATURE AS OF JULY 1, 2016. THE EXPERT PANEL CONSIDERED THE FINDINGS OF THE ACCOMPANYING UPDATED EVIDENCE REPORT PROVIDED BY AN INDEPENDENT EVIDENCE REVIEW TEAM AT TUFTS UNIVERSITY SCHOOL OF MEDICINE. NOF AND ASPC SHARED THE FINDINGS FROM THIS EVIDENCE REPORT AND INFORMATION ON ITS POSITION STATEMENT AT SEVERAL PROFESSIONAL CONFERENCES IN 2016, INCLUDING NOF'S INTERDISCIPLINARY SYMPOSIUM ON OSTEOPOROSIS, ASPC'S ANNUAL CONFERENCE, AND THE ACADEMY OF NUTRITION AND DIETETICS FOOD AND NUTRITION CONFERENCE AND EXPO. NOF ALSO CONDUCTED MEDIA OUTREACH REGARDING THE POSITION STATEMENT AND SHARED THE INFORMATION IN ALL OF ITS COMMUNICATIONS WITH PATIENTS, CAREGIVERS AND THE GENERAL PUBLIC.NOF HOSTED A SERIES OF WEBINARS FOR THE PUBLIC AND HEALTHCARE PROFESSIONALS ON OSTEOPOROSIS AND SPINE FRACTURES INCLUDING: SAFE MOVEMENT TECHNIQUES TO PREVENT SPINE FRACTURES; WHAT YOU NEED TO KNOW ABOUT SPINE FRACTURES IF YOU HAVE OSTEOPOROSIS; AND UNDERSTANDING THE DOWNWARD SPIRAL AND MORTALITY RISK FOR PATIENTS WITH VERTEBRAL COMPRESSION FRACTURES FOR HEALTHCARE PROFESSIONALS. NOF'S ONLINE COMMUNITY, HOSTED BY INSPIRE, PASSED THE 30,000 MEMBERS THRESHOLD THIS YEAR. NOF STAFF AND SEVERAL VOLUNTEER MODERATORS HELP TO MAINTAIN THE OPEN AND SUPPORTIVE ATMOSPHERE ON THIS ONLINE COMMUNITY AND TO ANSWER SPECIFIC QUESTIONS POSED MY MEMBERS.FOR MAY'S NATIONAL OSTEOPOROSIS MONTH, NOF HOSTED A FREE WEBINAR FOR PATIENTS AND HEALTHCARE PROFESSIONALS ON MEDICATION AND TREATMENT OPTIONS; PROVIDED DOWNLOADABLE MATERIALS ONLINE INCLUDING TWO NEW INFOGRAPHICS FEATURING OSTEOPOROSIS AND FRACTURE FACTS; AND CONDUCTED MEDIA OUTREACH GENERATING APPROXIMATELY 150 MILLION MEDIA IMPRESSIONS.IN 2016, NOF ALSO RECEIVED UNDERWRITING TO SUPPORT THE UPDATING AND PRINTING OF ITS POPULAR "YOUR GUIDE TO A BONE HEALTHY DIET" BROCHURE. PRINT AND DIGITAL COPIES WERE MADE AVAILABLE TO PATIENTS AND HCPS NATIONWIDE. 403661 51399 403661 51399 2975714 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 1 0 0 0 0 0 0 0 0 1 28 0 1 10 1 0 0 0 0 0 0 0 0 0 0 X 22 21 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 DEBBIE 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 ANN C MILLER MD SECRETARY 5.00 X X 0 0 0 ROBERT S UNDERSTEIN CPA TREASURER 5.00 X X 0 0 0 AMY PORTER EXECUTIVE DIRECTOR/CEO 40.00 X X 278556 0 12781 DOUGLAS C BAUER MD TRUSTEE 5.00 X 0 0 0 BARBARA HANNAH GRUFFERMAN 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 JOAN M LAPPE PHD RN FAAN TRUSTEE 5.00 X 0 0 0 MERYL S LEBOFF MD TRUSTEE 5.00 X 0 0 0 MARY MCKINLEY TRUSTEE 5.00 X 0 0 0 CHRISTOPHER N SCIAMANNA MD TRUSTEE 5.00 X 0 0 0 GAIL SHEEHY TRUSTEE 5.00 X 0 0 0 ANDREA 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 C BERDON LAWRENCE TRUSTEE 5.00 X 0 0 0 SUSAN BUKATA MD TRUSTEE 5.00 X 0 0 0 BLAIR CHILDS TRUSTEE 5.00 X 0 0 0 MICHAEL COOK JD TRUSTEE 5.00 X 0 0 0 CLAIRE GILL SENIOR DIRECTOR MARKETING 40.00 X 189185 0 9481 DAVID LEE DIRECTOR, NBHA 40.00 X 187811 0 22528 DEBRA ERIKSON DIRECTOR, DEVELOPMENT OPERATIONS 40.00 X 136978 0 17041 SUSAN RANDALL SENIOR DIRECTOR, SCIENCE & EDUCATION 40.00 X 146311 0 21300 DEBBIE ZELDOW SENIOR DIRECTOR, CLINICAL PROGRAMS 40.00 X 147282 0 7507 1086123 0 90638 6 0 1 0 HAINES AND COMPANY 8050 FREEDOM AVE NW NORTH CANTON OH 44720 DIRECT MAILING 197915 EXPONENTIAL CONSULTING LLC 18457 PARK MEADOW COURT LEESBURG VA 20175 CONSULTING SERVICES 104303 2 106825 2340997 34313 2447822 CONFERENCES 900099 209026 209026 PUBLICATION SALES 900099 50318 50318 CONTRACT REVENUE 900099 15000 15000 274344 113606 113606 358487 358487 80755 70881 9874 9874 9874 29507 5579 23928 23928 MISCELLANEOUS 900099 1382 1382 1382 3229443 299654 0 481967 X 704192 577437 14084 112671 640232 524990 12805 102437 28638 23483 573 4582 43995 36076 880 7039 85196 69861 1704 13631 18076 14822 362 2892 27487 22539 550 4398 8656 8656 20259 20259 739476 606370 14790 118316 16980 13923 340 2717 188143 154277 3763 30103 180577 148073 3612 28892 133282 109291 2666 21325 57060 46789 1141 9130 15190 12456 304 2430 31992 26233 640 5119 LIST RENTAL 30552 25053 611 4888 PRINTING 152434 124996 3049 24389 AUDIO AND VISUAL 79807 65442 1596 12769 CATERING AND FACILITY 72805 59700 1456 11649 376810 313903 13306 49601 3651839 2975714 98491 577635 X 211126 63199 21911 126016 1490314 1506979 651558 463474 111014 25 9037 6736 131820 105072 691303 662022 40905 29281 2876090 3104775 5310738 5216342 203055 293929 399600 440580 40793 145446 643448 879955 X 3454522 3090102 1032756 1066273 180012 180012 4667290 4336387 5310738 5216342 -422396 91493 0 X X 0 1 X 1 0 X 2932324 2103896 2818690 3131435 2447822 13434167 2932324 2103896 2818690 3131435 2447822 13434167 4152321 9281846 509916 380058 373438 457065 472093 2192570 35240 3178 3563 1382 43363 15670100 1381269 0.59230 0.58640 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3651839 3651839 332592 83148 0 0 363630 351527 344115 332592 1391864 2087796 90908 87882 86029 83148 347967 521951 180012 4077 4077 180012 180012 401 401 180012 180012 514 514 180012 180012 3313 3313 180012 180012 11151 11151 180012 1.00000 1 0 104509 93482 11027 586794 568540 18254 29281 CHARLES SCHWAB 2869617 F MERRILL LYNCH 232748 F SEQUOIA 2410 F 3104775 DEFERRED RENT 145446 145446 X 3340325 91493 34069 125562 3214763 20259 -5579 14680 3229443 3671228 34069 5579 39648 3631580 20259 20259 3651839 PART X, LINE 2: FOR 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: COGS PART XII, LINE 2D - OTHER ADJUSTMENTS: COGS 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 302622 8656 67610 302622 8656 67610 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 EXECUTIVE DIRECTOR/CEO 274706 0 0 0 3850 0 10203 0 2578 0 291337 0 0 0 CLAIRE GILL SENIOR DIRECTOR MARKETING 189185 0 0 0 0 0 7671 0 1810 0 198666 0 0 0 DAVID LEE DIRECTOR, NBHA 187811 0 0 0 0 0 8021 0 14507 0 210339 0 0 0 DEBRA ERIKSON DIRECTOR, DEVELOPMENT OPERATIONS 136978 0 0 0 0 0 5606 0 11435 0 154019 0 0 0 SUSAN RANDALL SENIOR DIRECTOR, SCIENCE & EDUCATION 146311 0 0 0 0 0 5690 0 15610 0 167611 0 0 0 DEBBIE ZELDOW SENIOR DIRECTOR, CLINICAL PROGRAMS 147282 0 0 0 0 0 5977 0 1530 0 154789 0 0 0 X 503 34313 FAIR VALUE X DONATED SERVICES 1 34069 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE DIRECTOR OF FINANCE AND THE SENIOR ACCOUNTANT, AS WELL AS THE EXECUTIVE DIRECTOR/CEO, 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 EXECUTIVE DIRECTOR/CEO AND KEPT BY THE DIRECTOR OF FINANCE. 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 EXECUTIVE DIRECTOR/CEO 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 EXECUTIVE DIRECTOR/CEO 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 EXECUTIVE DIRECTOR/CEO'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 171,869. MANAGEMENT AND GENERAL EXPENSES 4,192. FUNDRAISING EXPENSES 33,535. TOTAL EXPENSES 209,596. OTHER CONTRACTUAL SERVICES: PROGRAM SERVICE EXPENSES 434,501. MANAGEMENT AND GENERAL EXPENSES 10,598. FUNDRAISING EXPENSES 84,781. TOTAL EXPENSES 529,880. FORM 990, PART IX, LINE 24E COURIER: PROGRAM SERVICE EXPENSES 51,772. MANAGEMENT AND GENERAL EXPENSES 1,263. FUNDRAISING EXPENSES 10,102. TOTAL EXPENSES 63,137. POSTAGE: PROGRAM SERVICE EXPENSES 42,661. MANAGEMENT AND GENERAL EXPENSES 1,041. FUNDRAISING EXPENSES 8,324. TOTAL EXPENSES 52,026. WEBSITE HOSTING: PROGRAM SERVICE EXPENSES 39,454. MANAGEMENT AND GENERAL EXPENSES 962. FUNDRAISING EXPENSES 7,698. TOTAL EXPENSES 48,114. CAGING SERVICES: PROGRAM SERVICE EXPENSES 27,305. MANAGEMENT AND GENERAL EXPENSES 666. FUNDRAISING EXPENSES 5,328. TOTAL EXPENSES 33,299. HONORARIUM: PROGRAM SERVICE EXPENSES 23,739. MANAGEMENT AND GENERAL EXPENSES 579. FUNDRAISING EXPENSES 4,632. TOTAL EXPENSES 28,950. BANK SERVICE CHARGES: PROGRAM SERVICE EXPENSES 23,218. MANAGEMENT AND GENERAL EXPENSES 566. FUNDRAISING EXPENSES 4,530. TOTAL EXPENSES 28,314. TELEPHONE: PROGRAM SERVICE EXPENSES 20,401. MANAGEMENT AND GENERAL EXPENSES 498. FUNDRAISING EXPENSES 3,981. TOTAL EXPENSES 24,880. FULFILLMENT SERVICES: PROGRAM SERVICE EXPENSES 17,660. MANAGEMENT AND GENERAL EXPENSES 431. FUNDRAISING EXPENSES 3,446. TOTAL EXPENSES 21,537. MISCELLANEOUS: PROGRAM SERVICE EXPENSES 11,840. MANAGEMENT AND GENERAL EXPENSES 289. FUNDRAISING EXPENSES 2,311. TOTAL EXPENSES 14,440. MOVING: PROGRAM SERVICE EXPENSES 10,960. MANAGEMENT AND GENERAL EXPENSES 267. FUNDRAISING EXPENSES 2,139. TOTAL EXPENSES 13,366. PROFESSIONAL DUES: PROGRAM SERVICE EXPENSES 8,735. MANAGEMENT AND GENERAL EXPENSES 213. FUNDRAISING EXPENSES 1,704. TOTAL EXPENSES 10,652. LICENSES & FEES: PROGRAM SERVICE EXPENSES 8,392. MANAGEMENT AND GENERAL EXPENSES 205. FUNDRAISING EXPENSES 1,638. TOTAL EXPENSES 10,235. DUES AND SUBSCRPTIONS: PROGRAM SERVICE EXPENSES 7,634. MANAGEMENT AND GENERAL EXPENSES 186. FUNDRAISING EXPENSES 1,490. TOTAL EXPENSES 9,310. SHIPPING: PROGRAM SERVICE EXPENSES 6,571. MANAGEMENT AND GENERAL EXPENSES 160. FUNDRAISING EXPENSES 1,282. TOTAL EXPENSES 8,013. MEETINGS: PROGRAM SERVICE EXPENSES 3,935. MANAGEMENT AND GENERAL EXPENSES 96. FUNDRAISING EXPENSES 768. TOTAL EXPENSES 4,799. SUPPLIES: PROGRAM SERVICE EXPENSES 2,700. MANAGEMENT AND GENERAL EXPENSES 66. FUNDRAISING EXPENSES 527. TOTAL EXPENSES 3,293. DESIGN: PROGRAM SERVICE EXPENSES 2,005. MANAGEMENT AND GENERAL EXPENSES 49. FUNDRAISING EXPENSES 391. TOTAL EXPENSES 2,445. FORM 990, PART XII, LINE 2C: NO CHANGE FROM PRIOR YEAR.