2017-10-01T07:58:50-05:00 2016-12-31 BDO USA LLP 1100 Peachtree Street Suite 700 ATLANTA GA 303094516 990 2016-01-01 581341679 Arthritis Foundation Inc % JANE BASCLE VP OF FINANCE ARTH 4048727100 1355 Peachtree Street NE Suite 600 Atlanta GA 30309 JANE BASCLE VP OF FINANCE 4048727100 2017-09-28 true Sandra L Feinsmith P01064157 4046886841 2017-09-28 162.249.80.2 58727420172745000000 2017-10-01 P 139FCDFD59CF1CDBC9D07F91F29BEF9072C2D2E2 139FCDFD59CF1CDBC9D07F91F29BEF9072C2D2E2 2016 2021-01-29 14:40:06Z Ann Palmer CEO 1355 Peachtree St ne suite 600 Atlanta GA 30309 130960873 false 8510 X www.arthritis.org X 1948 GA THE MISSION OF THE ARTHRITIS FOUNDATION IS TO IMPROVE LIVES THROUGH LEADERSHIP IN PREVENTION, CONTROL AND CURE OF ARTHRITIS AND RELATED DISEASES. 31 31 597 7544 6108627 63333 52731599 54727053 92646 4071347 3719205 3420971 7226021 15544736 63769471 77764107 8027341 9248741 0 0 19495799 37511741 10359 4955 11323240 33804698 38595559 61338197 85360996 2431274 -7596889 96193719 174521717 27438253 27248882 68755466 147272835 X THE MISSION OF THE ARTHRITIS FOUNDATION IS TO IMPROVE LIVES THROUGH LEADERSHIP IN PREVENTION, CONTROL AND CURE OF ARTHRITIS AND RELATED DISEASES. false false 33208057 29285 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. 17989395 132763 4071347 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. 11967607 9086417 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. 2094356 276 PROFESSIONAL EDUCATION 2094356 276 65259415 true false false true false false false false false true true false false true true false false true 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 469 0 true 597 true true true false false false false true true false false false false X 31 31 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 VP OF FINANCE 4048727100 1355 PEACHTREE STREET NE SUITE 600 ATLANTA GA 30309 Michael V Ortman Chair 1.0 0.0 X 0 0 0 Rowland W Chang Vice Chair 1.0 0.0 X 0 0 0 Patricia Hannon Vice Chair 1.0 0.0 X 0 0 0 Laurie Stewart Treasurer 1.0 0.0 X 0 0 0 Cavan Redmond secretary 1.0 0.0 X 0 0 0 Daniel T McGowan Immediate Past Chair 1.0 0.0 X 0 0 0 K Andrew Crighton Director 1.0 0.0 X 0 0 0 Frank P Longobardi Director 1.0 0.0 X 0 0 0 Mary Battle Director 1.0 0.0 X 0 0 0 Eileen Boone director 1.0 0.0 X 0 0 0 Aaron Breitenbach DIRECTOR 1.0 0.0 X 0 0 0 Theodore Cadwell DIRECTOR 1.0 0.0 X 0 0 0 Dennis Ehling DIRECTOR 1.0 0.0 X 0 0 0 Autumn Ehnow DIRECTOR 1.0 0.0 X 0 0 0 Helen Emery DIRECTOR 1.0 0.0 X 0 0 0 E Robert Harris DIRECTOR 1.0 0.0 X 0 0 0 Randeep Kahlon DIRECTOR 1.0 0.0 X 0 0 0 Virginia Kraus DIRECTOR 1.0 0.0 X 0 0 0 Michael Moriarty DIRECTOR 1.0 0.0 X 0 0 0 Matt Mooney DIRECTOR 1.0 0.0 X 0 0 0 Dennis Mowrey director 1.0 0.0 X 0 0 0 Joseph Nellis director 1.0 0.0 X 0 0 0 Chris Nieto DIRECTOR 1.0 0.0 X 0 0 0 David Pleasance DIRECTOR 1.0 0.0 X 0 0 0 Anthony Rizzo Jr director 1.0 0.0 X 0 0 0 Kirsten Smith DIRECTOR 1.0 0.0 X 0 0 0 Walter Smith DIRECTOR 1.0 0.0 X 0 0 0 Suzanne Taylor Director 1.0 0.0 X 0 0 0 Jennifer Vido DIRECTOR 1.0 0.0 X 0 0 0 Dan Wenger DIRECTOR 1.0 0.0 X 0 0 0 W Hayes Wilson DIRECTOR 1.0 0.0 X 0 0 0 Alan Lotvin DIRECTOR 1.0 0.0 X 0 0 0 BRYON wORNSON DIRECTOR 1.0 0.0 X 0 0 0 David McLoughlin Chief Operating Officer 40.0 0.0 X 337846 0 26811 Ann Palmer President/CEO 40.0 0.0 X 529577 0 43025 Wayne Guthrie Sr. VP, Staff Operations 40.0 0.0 X 223523 0 19657 Sandra Mackey Sr. VP, Marketing & Comm 40.0 0.0 X 224615 0 25398 Cindy McDaniel Sr. VP, Consumer Health 40.0 0.0 X 210292 0 33475 Amanda Niskar National Scientific Director 40.0 0.0 X 227123 0 23278 Sandie Preiss VP, Advocacy & Access 40.0 0.0 X 220216 0 18569 Ingrid Montecino Regional Vice President 40.0 0.0 X 266000 0 24059 Richard Willis SVP, field management 40.0 0.0 X 214970 0 24271 Elizabeth Phillips VP, Cause Development 40.0 0.0 X 207615 0 22491 Amy Daugherty Regional Vice President 0.0 0.0 X 190385 0 24448 2852162 0 285482 56 true true false Merkle Inc PO BOX 64897 BALTIMORE MD 212644897 direct mail counsel 7045311 QuadGraphics Inc PO Box 842858 BOSTON MA 022842858 Printing & Artwork 1462706 Blackbaud Internet Solutions Divisi PO BOX 930256 ATLANTA GA 311930256 TECH & SOFTWARE SVCS 849842 Graphic Solutions Group PO Box 720477 ATLANTA GA 30358 Printing & Artwork 786080 Meredith Corporation PO Box 730148 DALLAS TX 753730148 Printing & Artwork 777605 40 1108948 11181154 643632 41793319 1281049 54727053 COMMUNITY HEALTH & SUPPORT 624100 4071347 4071347 4071347 3411362 3411362 0 122200 122200 0 0 0 48170295 48160686 9609 9609 9609 14349989 11181154 5036080 9313909 9313909 0 0 0 0 0 0 ADVERTISING REVENUE 541800 6044294 6044294 SECTION 481(A) ADJUSTMENT 900099 64333 64333 6108627 77764107 4071347 6108627 12857080 9189923 9189923 58818 58818 0 0 2852162 2019962 354287 477913 0 27950554 19795180 3471938 4683436 0 4325113 3096090 508915 720108 2383912 1709185 276943 397784 0 172947 114096 40401 18450 381469 251661 89113 40695 961398 961398 4955 4955 0 5798324 3825253 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FOR FINANCIAL REPORTING PURPOSES THIS ACCUMULATED BALANCE WAS DEEMED IMMATERIAL AND REMAINED SEPARATELY REPORTED ON THE ORGANIZATIONS FINANCIAL STATEMENTS AS "miscellaneous revenue and losses". 224326 416606 640932 84720064 85360996 1000000 250000 1000000 1000000 1000000 1000000 4000000 6000000 279353 484387 603920 640932 2008592 250000 250000 250000 250000 1000000 1500000 125709 217974 241568 224326 809577 25842339 16095896 2445741 1559184 42824792 7295703 19983998 -314863 1122499 25842339 6451538 868460 208043 232338 7295703 5689033 979718 217213 6451538 5388928 599664 299559 5689033 0.88550 0.11450 false false 718151 718151 2532101 979136 1552965 2608530 467458 2141072 884764 678701 206063 2342226 1148868 1193358 5811609 BENEFICIAL INT IN PERP TRUST 44539383 44539383 0 SPLIT INTEREST AGREEMENTS 8599085 DEBT OBLIGATIONS 42237 8641322 X 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 of 1986, as amended. 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, 2016 and 2015, the Foundation had no deferred tax assets or liabilities or any uncertain tax positions. X X X X X X X true Merkle Inc PO Box 64897 Baltimore MD 212644897 Direct Mail false 10000518 7255970 2744548 MDS Communications Corp 545 W Juanita Avenue Mesa AZ 85210 Direct Mail false 77258 40153 37105 infocision po box 932441 cleveland OH 44193 telemktg false 99983 85642 14341 10177759 7381765 2795994 All States BICYCLE TOUR LA 1291508 908300 383208 7499 168202 1020 175009 ARTHRITIS WALK 601652 339377 262275 3701 22170 38554 242 23637983 9933477 13704506 275758 1860853 105896 2377418 25531143 11181154 14349989 286958 2051225 106916 2590981 5036080 9313909 true CARRA INC C/O STANFORD UNIV MEDICAL CTR PALO ALTO CA 94304 464152355 501(c)(3) 4800000 research grant Duke University 2138 Campus Drive Durham NC 27708 560532129 501(c)(3) 233985 research grant Rush University Medical Center 1700 West Van Buren Rm 277 Chicago IL 60612 362174823 501(c)(3) 505243 research grant University of Iowa B-5 Jessup Hall Iowa City IA 52242 426004813 501(c)(3) 316618 research grant Vanderbilt University Medical Center 1161 21st Ave S T1217 Nashville TN 37232 620476822 501(c)(3) 270000 research grant New York University School of Medicine 550 1st Avenue New York NY 10016 135562308 501(c)(3) 100000 research grant Stanford University PO Box 44253 San Francisco CA 941444253 941156365 501(c)(3) 237500 research grant The University of Tennessee-Health Science Center 920 Court Ave Memphis TN 38163 060646973 501(c)(3) 135000 research grant Baylor College of Medicine PO Box 301207 Dallas TX 75303 741613878 501(c)(3) 263863 research grant Yale University Yale University New Haven CT 06520 060646973 501(c)(3) 297510 research grant Albert Einstein Coll of Medicine-Yeshiva Univ 1300 Morris Park Avenue Bronx NY 10461 472209056 501(c)(3) 81000 research grant University of Colorado Denver 1250 14th St Denver CO 80202 846000555 501(c)(3) 50000 research grant Brigham and Women's Hospital 75 Francis Street Boston MA 02115 042312909 501(c)(3) 34000 Research grant Cedars-Sinai Medical Center 6500 Wilshire Blvd 1150 Los Angeles CA 90048 951644600 501(c)(3) 172106 Research grant Childrens Hospital of Los Angeles 4650 Sunset BLVD - MS 60 Los Angeles CA 90027 953777340 501(c)(3) 90000 Research grant Dartmouth 11 Rope Ferry Road 6210 Hanover NH 03755 020222111 501(c)(3) 108179 Research grant Foundation for the Nat'l Inst of Health 9650 Rockville Pike Bethesda MD 20814 521986675 501(c)(3) 238500 Research grant MetroHealth Medical Center PO Box 73308 Cleveland OH 44193 346004382 501(c)(3) 200000 Research grant Oregon Health & Science University Sponsored Projects Administration Portland OR 97239 931176109 501(c)(3) 50000 Research grant Seattle Children's Hospital Foundation PO Box 5371 M/S S-200 Seattle WA 98145 910564748 501(c)(3) 50000 Research grant The Research Foundation of SUNY 402 Crofts Hall Buffalo NY 14260 141368361 501(c)(3) 365499 Research grant UC REGENTS 9500 Gilman Drive La Jolla CA 92093 966006144 501(c)(3) 164500 Research grant UNC Chapel Hill 103 South Building Campus Box 9100 Chapel Hill NC 27599 566001393 501(c)(3) 118600 Research grant University of San Francisco 4150 Clement St San Francisco CA 94121 941156628 501(c)(3) 150000 Research grant University of Utah 201 south presidents circle 411 Salt Lake City UT 84112 876000525 501(c)(3) 50000 Research grant University of Washington Box 354966 Seattle WA 98195 916001537 501(c)(3) 50000 Research grant California Polytechnic State Univ 1 Grand Avenue San Luis Obispo CA 93407 770209717 501(c)(3) 16500 Education grant California State University 1250 Bellflower Blvd Long Beach CA 90840 452163910 501(c)(3) 49500 education grant Wake Forest Piedmont Plaza 1 6th Floor WinstonSalem NC 27157 223849199 501(c)(3) 16500 education grant 29 Junior Arthritis Camperships 65 34138 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 Amy Daugherty Regional Vice President 190385 0 0 0 0 0 15231 0 9217 0 214833 0 0 0 Wayne Guthrie Sr. VP, Staff Operations 200523 15000 8000 0 9708 0 9949 0 243180 0 0 0 Sandra Mackey Sr. VP, Marketing & Comm 204615 0 20000 0 0 0 8985 0 16413 0 250013 0 0 0 Cindy McDaniel Sr. VP, Consumer Health 190292 0 20000 0 0 0 16823 0 16652 0 243767 0 0 0 David McLoughlin Chief Operating Officer 302846 0 0 0 35000 0 10000 0 16811 0 364657 0 0 0 Ingrid Montecino Regional Vice President 266000 0 0 0 0 0 10592 0 13467 0 290059 0 0 0 Amanda Niskar National Scientific Director 227123 0 0 0 0 0 9085 0 14193 0 250401 0 0 0 Ann Palmer President/CEO 411077 0 110000 0 8500 0 28400 0 14625 0 572602 0 0 0 Sandie Preiss VP, Advocacy & Access 200216 0 20000 0 0 0 8168 0 10401 0 238785 0 0 0 Richard Willis SVP, field management 194970 0 20000 0 0 0 7799 0 16472 0 239241 0 0 0 Elizabeth Phillips VP, Cause Development 174615 0 33000 0 0 0 8305 0 14186 0 230106 0 0 0 X 778689 fmv X 97 502360 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 VP OF FINANCE. 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 VP OF FINANCE. 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 18, 2016 TO REVIEW TOTAL COMPENSATION AND BENEFITS FOR THE CEO AND SEVEN 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 EIGHT 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 - ($512,125) NET CHANGE IN PENSION LIABILITies - $63,572, unrealized gain on beneficial interests in perpetual trusts $162,372, SECTION 481(A) ADJUSTMENT - ($64,333) net assets transferred in from chartered entities - $80,210,107