2017-02-15T16:37:54-06:00 2016-03-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2015-04-01 232935929 THE NATIONAL PANCREAS FOUNDATION NATI 8667262737 3 BETHESDA METRO CENTER NO 700 BETHESDA MD 20814 MATTHEW ALSANTE EXECUTIVE DIRECTOR 8667262737 2017-02-15 1 SUBRINA WOOD CPA P00365899 2023319880 2015 2021-01-29 14:40:06Z MATTHEW ALSANTE 3 BETHESDA METRO CENTER NO 700 BETHESDA MD 20814 1765849 0 X WWW.PANCREASFOUNDATION.ORG X 1997 PA TO SUPPORT THE RESEARCH OF DISEASE OF THE PANCREAS AND TO PROVIDE INFORMATION AND HUMANITARIAN SERVICES TO THOSE PEOPLE WHO ARE SUFFERING FROM SUCH ILLNESSES TO FULFILL ITS MISSION, THE NPF RAISES AND MANAGES A CHARITABLE FOUNDATION FROM WHICH GRANTS ARE MADE DIRECTLY TO RESEARCHERS SEEKING TO RESOLVE THE CHALLENGING MEDICAL PROBLEMS OF PANCREATIC DISEASES. 26 26 5 60 0 0 938796 1204144 0 0 490 445 143427 280586 1082713 1485175 325475 227685 0 0 217591 317738 0 0 53836 414048 475938 957114 1021361 125599 463814 1511493 1973427 36425 34545 1475068 1938882 X THE NATIONAL PANCREAS FOUNDATION (NPF) PROVIDES HOPE FOR THOSE SUFFERING FROM PANCREATITIS AND PANCREATIC CANCER THROUGH FUNDING CUTTING EDGE RESEARCH, ADVOCATING FOR NEW AND BETTER THERAPIES, AND PROVIDING SUPPORT AND EDUCATION FOR PATIENTS, CAREGIVERS, AND HEALTH CARE PROFESSIONALS. 0 0 736292 227685 GRANTS WERE ISSUED TO INITIATE AND FOSTER THE PURSUIT OF MEDICAL ADVANCEMENTS IN PANCREATIC DISEASE RESEARCH. 113036 EDUCATIONAL PROGRAM, USING ANIMATION, WHICH IS INCLUDED ON THE WEBSITE TO PROVIDE VISUAL FORMATS OF LEARNING FOR PATIENTS TO IMPROVE THEIR UNDERSTANDING, MAKE INFORMED DECISIONS AND PARTNER WITH THEIR HEALTH-CARE PROFESSIONALS FOR OPTIMAL OUTCOMES. 69481 SYMPOSIUMS WERE USED TO ENHANCE THE QUALITY OF RESEARCH IN PANCREATIC DISEASE FOR YOUNG RESEARCHERS FROM AROUND THE COUNTRY. 918809 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 12 1 1 5 1 0 0 0 0 0 0 0 0 0 0 X 26 26 1 0 1 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 MA NY PA X X MATTHEW ALSANTE 8667262737 3 BETHESDA METRO CENTER SUITE 700 BETHESDA MD 20814 MICHAEL FARRELL TREASURER 4.00 X X 0 0 0 MARY ANNE BIRSIC DIRECTOR 1.00 X 0 0 0 GORDON FISHER SECRETARY 1.00 X X 0 0 0 DR PETER BANKS DIRECTOR 1.00 X 0 0 0 DR JORDON BERLIN DIRECTOR 1.00 X 0 0 0 PATRICIA BIRSIC DIRECTOR 1.00 X 0 0 0 THOMAS BIRSIC DIRECTOR 1.00 X 0 0 0 DR WILLIAM BIRSIC DIRECTOR 1.00 X 0 0 0 WILLIAM DAWSON III DIRECTOR 1.00 X 0 0 0 DR ANDRES GELRUD DIRECTOR 1.00 X 0 0 0 JANE HOLT DIRECTOR 1.00 X 0 0 0 THOMAS HOLT JR DIRECTOR 1.00 X 0 0 0 ANNE KRUCZEK DIRECTOR 1.00 X 0 0 0 ELIZABETH LOUGHLIN DIRECTOR 1.00 X 0 0 0 PHILIP LOUGHLIN IV DIRECTOR 1.00 X 0 0 0 DR MARK LOWE DIRECTOR 1.00 X 0 0 0 WENDY OLIVER DIRECTOR 1.00 X 0 0 0 DR EILEEN O'REILLY DIRECTOR 1.00 X 0 0 0 DR P JAY PASRICHA DIRECTOR 1.00 X 0 0 0 DR DOUGLAS PLESKOW DIRECTOR 1.00 X 0 0 0 DR DIANE SIMEONE DIRECTOR 1.00 X 0 0 0 JOHN HOPPER DIRECTOR 1.00 X 0 0 0 DR DAVID WHITCOMB DIRECTOR 1.00 X 0 0 0 MICHAEL WELCH DIRECTOR 1.00 X 0 0 0 MATTHEW ALSANTE EXECUTIVE DIRECTOR 40.00 X X 112500 0 0 JOSEPH M TITLEBAUM CHAIR 4.00 X X 0 0 0 LEE ZEIDMAN DIRECTOR 1.00 X 0 0 0 112500 0 0 1 0 0 0 0 1204144 52362 1204144 445 445 561260 1204144 280674 280586 280586 1485175 0 0 281031 227685 227685 286666 245415 27778 13473 7082 6063 686 333 23990 20538 2325 1127 43447 37195 4210 2042 53035 48045 1817 3173 15207 10192 945 4070 31118 26422 3245 1451 94067 70862 6719 16486 105932 105932 5499 4708 533 258 FUNDRAISING AND REGISTR 124511 113036 185 11290 FILING FEES AND TAXES 3122 2716 273 133 1021361 918809 48716 53836 188102 454481 497979 543744 2568 3457 1176375 218218 819246 958157 3598 13588 1511493 1973427 36425 34545 36425 34545 X 1224145 1513775 250923 425107 1475068 1938882 1511493 1973427 463814 0 X 0 1 X 1 0 X 324696 716610 991888 938796 1204144 4176134 324696 716610 991888 938796 1204144 4176134 2405805 1770329 425 441 532 490 445 2333 4178467 3154598 0.42370 0.47920 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 250923 789231 615047 425107 699977 620152 1069206 250923 439132 260845 699977 91205 347927 439132 91205 91205 1.00000 0 0 1176375 218218 958157 958157 X 1765848 280674 280674 1485174 0 1485174 1302035 280674 280674 1021361 0 1021361 PART X, LINE 2: THE INTERNAL REVENUE SERVICE ("IRS") HAS ADVISED THAT THE FOUNDATION QUALIFIES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AND IS THEREFORE, NOT SUBJECT TO TAX UNDER PRESENT INCOME TAX LAWS. THE FOUNDATION FOLLOWS THE AUTHORITATIVE GUIDANCE RELATING TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES WHICH PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE FOUNDATION PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEARS ENDED MARCH 31, 2016 AND 2015 AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE AN EFFECT ON ITS TAX EXEMPT STATUS. AS OF MARCH 31, 2016, THE STATUTE OF LIMITATION FOR TAX YEARS 2012 THROUGH 2014 REMAINS OPEN WITH THE U.S. FEDERAL JURISDICTION. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENDITURES 280,674. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENDITURES 280,674. 1 MA SC NY MN RI VA IL NH PITTSBURGH GALA 302833 176268 126565 10000 52362 39131 5108 0 7817 PARTY FOR A CURE 118192 70492 47700 1708 1125 7454 9 1344379 957384 386995 38683 69981 47305 1765404 1204144 561260 10000 52362 79522 76214 62576 280674 280586 1 DR HABTEZION STANFORD WELLS FARGO LOCKBOX STANFORD UNIVERSITY LOCKBOX 44253 3440 WALNU FREMONT CA 94538 941156365 501(C)(3) IN PURSUIT OF SCIENTFIC ADVANCEMENT IN THE FIELD OF PANCREATIC DISEASE JOHNS HOPKINS UNIVERSITY 600 N WOLFE ST BALTIMORE MD 21287 520591656 501(C)(3) IN PURSUIT OF SCIENTFIC ADVANCEMENT IN THE FIELD OF PANCREATIC DISEASE MEMORIAL SLOAN KETTERING 1275 YORK AVENUE NEW YORK NY 10065 132423600 501(C)(3) IN PURSUIT OF SCIENTFIC ADVANCEMENT IN THE FIELD OF PANCREATIC DISEASE OHIO STATE UNIVERSITY 1960 KENNY ROAD COLUMBUS OH 43210 316025986 501(C)(3) IN PURSUIT OF SCIENTFIC ADVANCEMENT IN THE FIELD OF PANCREATIC DISEASE SAINT LOUIS UNIVERSITY 3635 VISTA AVE SOUTH ST LOUIS MO 63110 430654872 501(C)(3) IN PURSUIT OF SCIENTFIC ADVANCEMENT IN THE FIELD OF PANCREATIC DISEASE STANFORD UNIVERSITY 3172 PORTER DRIVE PALO ALTO CA 94304 941156365 501(C)(3) IN PURSUIT OF SCIENTFIC ADVANCEMENT IN THE FIELD OF PANCREATIC DISEASE THE OHIO STATE UNIVERSITY 1960 KENNY ROAD COLUMBUS OH 43210 316025986 501(C)(3) IN PURSUIT OF SCIENTFIC ADVANCEMENT IN THE FIELD OF PANCREATIC DISEASE UNIVERSITY OF PITTSBURGH MEDICAL CENTER 4401 PENN AVENUE FLOOR 6 ROOM 6119 PITTSBURGH PA 15224 941156365 501(C)(3) 5000 IN PURSUIT OF SCIENTFIC ADVANCEMENT IN THE FIELD OF PANCREATIC DISEASE UNIVERSITY OF IOWA B5 JESSUP HALL IOWA CITY IA 52242 426004813 IRS SEC 115 50000 IN PURSUIT OF SCIENTFIC ADVANCEMENT IN THE FIELD OF PANCREATIC DISEASE UNIVERSITY OF MICHIGAN OFFICE OF RESEARCH AND SPONSORED PROJECTS 3003 S STATE ST ANN ARBOR MI 48109 386006309 501(C)(3) 50000 IN PURSUIT OF SCIENTFIC ADVANCEMENT IN THE FIELD OF PANCREATIC DISEASE GEORGETOWN UNIVERSITY 2121 WISCONSIN AVE NW - 4TH FLOOR WASHINGTON DC 20007 530196603 501(C)(3) 50000 IN PURSUIT OF SCIENTFIC ADVANCEMENT IN THE FIELD OF PANCREATIC DISEASE UNIVERSITY OF TEXAS MD ANDERSON CANCER CENTER IRS SEC TX 77030 746001118 501(C)(3) 50000 IN PURSUIT OF SCIENTFIC ADVANCEMENT IN THE FIELD OF PANCREATIC DISEASE AMERICAN PANCREATIC ASSOCIATION PO BOX 352406 MIAMI FL 33135 431422062 501(C)(3) 7000 IN PURSUIT OF SCIENTFIC ADVANCEMENT IN THE FIELD OF PANCREATIC DISEASE 13 0 PART I, LINE 2: THE NATIONAL PANCREAS FOUNDATION REQUIRES A FINANCIAL AND WRITTEN REPORT OF THE RESEARCH DONE THROUGHOUT THAT YEAR, ONE MIDTERM REPORT AND A FINAL FINANCIAL REPORT. A FINAL WRITTEN REPORT ON THE MEDICAL FINDINGS AND HOW THE FUNDS WERE ALLOCATED IS ALSO REQUIRED. ANY REQUEST FOR A REALLOCATION OF FUNDS MUST COME IN THE FORM OF A WRITTEN REQUEST TO THE FOUNDATION AND BE APPROVED, PRIOR TO ANY CHANGES. X 0 0 0 0 0 0 0 0 0 X VARIOUS ITEMS 75 52364 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 - DIRECTOR PHILIP H. LOUGHLIN IV IS MARRIED TO ELLIE LOUGHLIN AND NEPHEW-IN-LAW OF JANE HOLT, CO-FOUNDER AND THOMAS HOLT. - DIRECTOR PATRICIA S. BIRSIC, WIFE OF THOMAS BIRSIC, AND IS THE SISTER IN LAW OF THE LATE JOAN BIRSIC DAWSON (MARRIED TO WILLIAM DAWSON), MARY ANN BEIRNE, AND WILLIAM BIRSIC, MD. - DIRECTOR JANE HOLT, WIFE OF THOMAS HOLT, AND IS THE AUNT OF DIRECTORS ELLIE LOUGHLIN AND THE AUNT IN LAW TO PHILIP LOUGHLIN. - TREASURER, MARY ANN BEIRNE, IS THE SISTER OF WILLIAM BIRSIC AND THE LATE JOAN BIRSIC DAWSON (MARRIED TO WILLIAM DAWSON) AND THE SISTER IN LAW OF DIRECTOR PATRICIA BIRSIC AND THOMAS BIRSIC. - DIRECTOR, ELIZABETH LOUGHLIN IS MARRIED TO PHILIP LOUGHLIN, IS THE NIECE OF THOMAS AND JANE HOLT. - DIRECTOR, WILLIAM I. BIRSIC, MD IS BROTHER TO TREASURER, MARY ANN BEIRNE AND TO THE LATE JOAN BIRSIC DAWSON (MARRIED TO WILLIAM DAWSON) AND BROTHER IN LAW TO DIRECTOR PATRICIA BIRSIC. - DIRECTOR THOMAS BIRSIC, HUSBAND OF PATRICIA BIRSIC, BROTHER OF MARY ANN BEIRNE, BROTHER OF WILLIAM BIRSIC AND BROTHER IN LAW OF WILLIAM DAWSON. - DIRECTOR WILLIAM D. DAWSON III WAS MARRIED TO THE LATE JOAN BIRSIC DAWSON WHOSE SIBLINGS ARE TREASURER, MARY ANN BEIRNE AND WILLIAM I. BIRSIC AND SISTER IN LAW TO DIRECTOR PATRICIA BIRSIC AND THOMAS BIRSIC. - THOMAS HOLT, JR. IS THE HUSBAND OF JANE HOLT, UNCLE TO ELIZABETH LOUGHLIN, PHILIP LOUGHLIN. FORM 990, PART VI, SECTION A, LINE 4 THE BYLAW WERE CHANGED TO SET NEW TERM LIMITS AS FOLLOWS: SECTION 2.2 NUMBER AND TERM. THE BOARD OF DIRECTORS SHALL CONSIST OF A MINIMUM OF SEVEN (7) VOTING DIRECTORS AND A MAXIMUM OF THIRTY-THREE (33) VOTING DIRECTORS (INCLUDING EX-OFFICIO DIRECTORS), THE ACTUAL NUMBER TO BE DETERMINED FROM TIME TO TIME BY A RESOLUTION OF THE BOARD. THE FOUNDERS OF THE CORPORATION, PATRICIA BIRSIC AND JANE HOLT (THE "CO-FOUNDERS"), SHALL BE PERMANENT EX-OFFICIO VOTING MEMBERS OF THE BOARD OF DIRECTORS. THERE SHALL ALSO BE SUCH OTHER EX-OFFICIO DIRECTORS AS MAY BE DESIGNATED FROM TIME TO TIME BY THE BOARD. EACH EX-OFFICIO DIRECTOR SHALL BE DESIGNATED AS VOTING OR NONVOTING AT THE TIME OF APPOINTMENT. THE DIRECTORS (OTHER THAN THE EX-OFFICIO DIRECTORS) SHALL BE DIVIDED INTO THREE (3) CLASSES WITH AN APPROXIMATELY EQUAL NUMBER OF DIRECTORS IN EACH CLASS, AND THE TERM OF ONE SUCH CLASS SHALL EXPIRE IN EACH YEAR. WITH THE EXCEPTION OF THE DIRECTORS IN OFFICE AS OF THE EFFECTIVE DATE OF THESE AMENDED AND RESTATED BYLAWS (WHOSE MODIFIED TERMS SHALL BE SPECIFIED IN THE RESOLUTION APPROVING THESE BYLAWS) AND THE EX-OFFICIO DIRECTORS (WHOSE TERMS SHALL BE COEXTENSIVE WITH THE TERM OF OFFICE WITH REFERENCE TO WHICH THE DIRECTOR SERVES), EACH DIRECTOR SHALL SERVE FOR A TERM OF THREE (3) YEARS OR UNTIL SUCH DIRECTOR'S SUCCESSOR HAS BEEN DULY ELECTED AND QUALIFIED OR UNTIL THE DIRECTOR'S EARLIER DEATH, RESIGNATION OR REMOVAL. NO VOTING DIRECTOR WHO HAS SERVED TWO (2) FULL TERMS OF THREE (3) YEARS SHALL BE ELIGIBLE FOR RE-ELECTION UNTIL HE OR SHE HAS NOT SERVED AS A VOTING DIRECTOR FOR AT LEAST ONE YEAR; PROVIDED THAT (A) SUCH LIMITATION SHALL NOT APPLY TO THE CO-FOUNDERS OR THE OFFICERS OF THE CORPORATION, (B) YEARS OF SERVICE PRIOR TO THE EFFECTIVE DATE OF THESE AMENDED AND RESTATED BYLAWS SHALL NOT BE TAKEN INTO ACCOUNT FOR PURPOSES OF APPLYING SUCH LIMITATION, AND (C) SUCH LIMITATION MAY BE WAIVED FOR ANY DIRECTOR IF THE EXECUTIVE COMMITTEE, ACTING ON THE RECOMMENDATION OF THE NOMINATING COMMITTEE SHALL, DETERMINE THAT IT IS IN THE BEST INTERESTS OF THE CORPORATION FOR SUCH DIRECTOR TO CONTINUE HIS OR HER SERVICE ON THE BOARD FOR ONE OR MORE ADDITIONAL CONTINUOUS TERMS, IN LIGHT OF THE EXPERIENCE AND EXPERTISE OF SUCH DIRECTOR AND THE COMPOSITION OF THE BOARD AS A WHOLE. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS PREPARED BY THE INDEPENDENT CERTIFIED ACCOUNTANT AND THEN SUBMITTED TO THE TREASURER FOR REVIEW. AFTER IT IS APPROVED, IT IS PROCESSED AND SENT TO THE ORGANIZATION FOR PROPER SIGNATURES AND MAILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS ON A YEARLY BASIS REVIEWS AND DISCUSSES THE CONFLICT OF INTEREST POLICY AND DISCUSSES IT WITH THE EMPLOYEES DURING THEIR ANNUAL REVIEWS. THE BOARD OF DIRECTORS ALSO ENSURES THAT THE VENDORS AND SERVICE PROVIDERS ARE AT ARMS LENGTH. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD RECEIVES DATA ON COMPARABLE POSITIONS IN DETERMINING THE SALARIES OF THEIR EMPLOYEES BY THE USE OF MARKET SURVEYS. FORM 990, PART VI, SECTION C, LINE 18 INFORMATION IS POSTED ON THE ORGANIZATION'S WEBSITE, AND IS AVAILABLE FOR INSPECTION UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES THE APPLICABLE DOCUMENTS AVAILABLE TO THE PUBLIC BY INSPECTION UPON REQUEST OF THE INFORMATION AND BY POSTING CERTAIN DOCUMENTS ON THEIR WEBSITE.