2016-07-25T13:14:32-05:00 2015-12-31 541498950 RENNER AND COMPANY CPA PC 700 NORTH FAIRFAX ST SUITE 400 ALEXANDRIA VA 22314 990 2015-01-01 363350532 NATIONAL OSTEOPOROSIS FOUNDATION NATI 7036473000 251 18TH ST S NO 630 ARLINGTON VA 22202 AMY PORTER EXECUTIVE DIRECTOR/CEO 2027216350 2016-07-18 1 JOAN MRENNER CPA P00456765 7035351200 2015 2017-02-10 21:41:12Z X JUDY BLACK 251 18TH ST S NO 630 ARLINGTON VA 22202 4172154 0 X WWW.NOF.ORG X 1984 MO TO PREVENT OSTEOPOROSIS AND IMPROVE THE LIVES OF THOSE AFFECTED BY THE DISEASE 21 20 12 20 0 0 2818690 3131435 688224 370753 224404 127025 1640054 337917 5371372 3967130 0 0 0 0 1920634 1715254 11213 6894 757313 2098687 2175849 4030534 3897997 1340838 69133 5212568 5310738 515871 643448 4696697 4667290 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 1216038 152340 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 2015, NBHA WELCOMED 6 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 2015, OVER 3,700 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 2015, NBHA CONCLUDED A DEMONSTRATION STUDY THAT WILL PROVIDE PARTICIPATING HOSPITALS WITH THE FLS MODEL OF CARE IN A CLOUD-BASED PLATFORM TO ACCESS THE HOSPITALS' ADOPTION AND IMPLEMENTATION OF A FLS ACROSS THEIR COMMUNITIES AND MEASURING THE IMPACT ON PATIENT CARE (PROJECT RESULTS WILL BE PUBLISHED IN 2016.)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. 2MILLION2MANY PRODUCED AND DISSEMINATED TWO NEW PUBLIC SERVICE ANNOUNCEMENTS ON THE CONNECTION BETWEEN OSTEOPOROSIS AND BONE BREAKS IN 2015 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 BUILT ON THE RECOMMENDATIONS OF THE INTERNATIONAL OSTEOPOROSIS FOUNDATION/INTERNATIONAL FEDERATION OF CLINICAL CHEMISTRY AND LABORATORY MEDICINE BONE MARKER STANDARDS WORKING GROUP POSITION PAPER PUBLISHED IN OSTEOPOROSIS INTERNATIONAL IN 2011 REGARDING THE USE AND UTILITY OF BONE TURNOVER MARKERS IN CLINICAL PRACTICE. AS A FIRST STEP, THE PROJECT TEAM PUBLISHED A POSITION PAPER IN JULY 2012 THAT OUTLINED 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. 1009441 250153 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 2015, THE FOUNDATION PLANNED AND IMPLEMENTED THE 2015 INTERDISCIPLINARY SYMPOSIUM ON OSTEOPOROSIS (ISO15). ISO15 TOOK PLACE IN WASHINGTON, D.C., MAY 19-22, 2015 INCLUDED AN INTERNATIONALLY RECOGNIZED FACULTY AND WAS CERTIFIED FOR CONTINUING EDUCATION CREDIT FOR PHYSICIANS, NURSES, NURSE PRACTITIONERS AND PHYSICAL THERAPISTS. MORE THAN 380 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. ISO15 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 PRODUCE FOUR ISSUES OF ITS PROFESSIOAANL NEWWLETTER, OSTEOPOROSIS: CLINICAL UPDATES, PROVIDING CONTINUING EDUCATION CREDIT FOR HEALTH CARE PROFESSIONALS ON TOPICS RELEVANT TO CLINICAL PRACTICE. THE NOF PROFESSIONAL LEARNING CENTER WAS LAUNCHED IN SEPTEMBER 2015. 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.CNE.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 25,000 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 2015, NOF BEGAN A YEAR-LONG PROCESS TO UP-DATE 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 CURRENTLY FEATURES PRACTICAL INFORMATION ON HOW TO LIVE WITH OSTEOPOROSIS AND LOW-BONE MASS, LEARN MORE ABOUT THE PREVENTION AND TREATMENT OF THE DISEASE AND WAYS TO CONNECT WITH THE FOUNDATION AND OTHERS THROUGH THE ONLINE COMMUNITY AND SUPPORT GROUPS. 253475 0 THE FOUNDATION'S RESEARCH SEEKS TO EXPAND AND ADVANCE KNOWLEDGE THROUGH EVIDENCE-BASED SCIENTIFIC STATEMENTS, SYSTEMATIC REVIEWS AND META-ANALYSES, AS WELL AS STRATEGICALLY SPONSORED UNIVERSITY RESEARCH. THESE EFFORTS ARE DESIGNED TO HELP HEALTHCARE AND SCIENTIFIC COMMUNITIES TO MAKE INFORMED DECISIONS ABOUT THE PREVENTION, DIAGNOSIS AND TREATMENT OF OSTEOPOROSIS.IN 2015 THE FOUNDATION EXPANDED ITS FOCUS ON HEALTH AND WELLNESS.NOF FINALIZED ITS "PEAK BONE MASS" REVIEW MANUSCRIPT FOR PUBLICATION IN Q1 OF 2016. FOR THE FIRST TIME, THE WRITING GROUP USED A SYSTEMATIC REVIEW APPROACH TO DETERMINE THE INFLUENCE OF LIFESTYLE FACTORS ON THE DEVELOPMENT OF PEAK BONE MASS. TNOF PRESENTED FINDINGS FROM THE POSITION STATEMENT AT CONFERENCES AROUND THE WORLD IN 2015.CALCIUM PLUS VITAMIN D SUPPLEMENTATION HAS BEEN WIDELY RECOMMENDED TO PREVENT OSTEOPOROSIS AND SUBSEQUENT FRACTURES; HOWEVER, CONSIDERABLE CONTROVERSY EXISTS REGARDING THE ASSOCIATION OF CALCIUM PLUS VITAMIN D SUPPLEMENTATION AND FRACTURE RISK. TO CLARIFY THE CONTROVERSY IN THIS AREA, NOF UPDATED A FORMER EVIDENCE REPORT PUBLISHED IN 2011 BY THE AGENCY FOR HEALTHCARE RESEARCH AND QUALITY WITH NEW CLINICAL TRIAL DATA. THESE RESULTS STRONGLY SUGGEST THAT CALCIUM PLUS VITAMIN D SUPPLEMENTATION SIGNIFICANTLY REDUCES THE RISK OF TOTAL FRACTURES BY 16% AND HIP FRACTURES BY 32%. THE MANUSCRIPT, "CALCIUM PLUS VITAMIN D SUPPLEMENTATION AND RISK OF FRACTURES: AN UPDATED META-ANALYSIS FROM THE NATIONAL OSTEOPOROSIS FOUNDATION WAS SUBMITTED TO A PEER-REVIEW JOURNAL AND PUBLISHED ONLINE OSTEOPOROSIS INTERNATIONAL IN OCTOBER 2015. PRINT PUBLICATION IS EXPECTED IN Q1 OF 2016.IN ADDITION, NOF HAS UNDERTAKEN A SYSTEMATIC REVIEW OF BOTH CLINICAL AND POPULATION STUDIES TO ACCESS WHETHER CALCIUM SUPPLEMENTATION PROMOTES OR PREVENTS THE DEVELOPMENT OF KIDNEY STONES. THESE FINDINGS WILL BE SHARED IN 2016. NOF'S SCIENTIFIC JOURNAL, OSTEOPOROSIS INTERNATIONAL, WELCOMED A NEW EDITOR-IN-CHIEF IN 2015 FOR THE NORTH AMERICAN EDITORIAL OFFICE. FELICIA COSMAN, MD, A NOTED ENDOCRINOLOGIST, WAS APPOINTED TO THIS POSITION FOLLOWING A NATIONAL SEARCH. NOF IS CO-OWNER OF THIS RESPECTED JOURNAL WITH THE INTERNATION OSTEOPOROSIS FOUNDATION (IOF.) 501823 699803 501823 699803 2980777 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 0 0 0 0 0 0 0 0 0 1 26 0 1 12 1 0 0 0 0 0 0 0 0 0 0 X 21 20 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 BLACK CHAIRMAN 5.00 X X 0 0 0 ROBERT GAGEL MD PRESIDENT 5.00 X X 0 0 0 KENNETH SAAG MD VICE PRESIDENT 5.00 X X 0 0 0 ANN MILLER MD SECRETARY 5.00 X X 0 0 0 ROBERT UNDERSTEIN CPA TREASURER 5.00 X X 0 0 0 AMY PORTER EXECUTIVE DIRECTOR/CEO 40.00 X X 283198 0 12341 DOUGLAS BAUER MD TRUSTEE 5.00 X 0 0 0 SUSAN GREENSPAN MD TRUSTEE 5.00 X 0 0 0 BARBARA HANNAH GRUFFERMAN TRUSTEE 5.00 X 0 0 0 JUDITH HULKA APR TRUSTEE 5.00 X 0 0 0 KARL INSOGNA MD TRUSTEE 5.00 X 0 0 0 DAVID KIM TRUSTEE 5.00 X 0 0 0 JOAN LAPPE PHD TRUSTEE 5.00 X 0 0 0 BERDON LAWRENCE TRUSTEE 5.00 X 0 0 0 MERYL LEBOFF MD TRUSTEE 5.00 X 0 0 0 MICHAEL LEWIECKI MD TRUSTEE 5.00 X 0 0 0 MARY MCKINLEY TRUSTEE 5.00 X 0 0 0 GAIL SHEEHY TRUSTEE 5.00 X 0 0 0 ETHEL SIRIS MD TRUSTEE 5.00 X 0 0 0 HEIDI SKOLNIK MS TRUSTEE 5.00 X 0 0 0 ANDREA SINGER MD TRUSTEE 5.00 X 0 0 0 FELICIA COSMAN MD TRUSTEE - EX OFFICIO 5.00 X 0 0 0 CLAIRE GILL SENIOR DIRECTOR MARKETING 40.00 X 191843 0 9161 DAVID LEE DIRECTOR NATIONAL BONE HEA 40.00 X 190103 0 16372 TAYLOR WALLACE SENIOR DIRECTOR SCIENCE PO 40.00 X 171284 0 12329 DEBRA ERIKSON DIRECTOR DEVELOPMENT OPERATIONS 40.00 X 121901 0 14559 SUSAN RANDALL SENIOR DIRECTOR SCIENCE AN 40.00 X 140171 0 18457 DEBBIE ZELDOW SENIOR DIRECTOR CLINICAL P 40.00 X 125645 0 12693 1224145 0 95912 7 0 1 0 HAINES AND COMPANY 8050 FREEDOM AVE NW NORTH CANTON OH 44720 DIRECT MAILING 176521 1 87925 3043510 3131435 CONFERENCES 900099 250153 250153 CONTRACT REVENUE 900099 97914 97914 PUBLICATION SALES 900099 22686 22686 370753 122711 122711 334354 334354 209338 205024 4314 4314 4314 MISCELLANEOUS 900099 3563 3563 3563 3967130 374316 0 461379 X 1048175 805057 38581 204537 511856 393134 18840 99882 20833 16001 767 4065 47867 36764 1762 9341 86523 66454 3185 16884 41709 32035 1535 8139 27608 21205 1016 5387 6894 6894 17059 17059 528972 406280 19470 103222 19638 15083 723 3832 208686 160283 7681 40722 232280 178404 8550 45326 125169 96137 4607 24425 28350 21774 1044 5532 9 7 2 16131 12389 594 3148 37339 28679 1374 7286 PRINTING 114982 88313 4232 22437 SPONSORSHIP 101323 77822 3729 19772 CATERING AND FACILITY 98126 75366 3612 19148 CAGING SERVICE 89579 68808 3297 17474 488889 380782 18249 89858 3897997 2980777 159907 757313 186078 44106 26874 115098 336186 1490314 1093803 622518 651558 83952 111014 23878 9037 108458 131820 687738 646833 14839 40905 2928934 2876090 5212568 5310738 344340 203055 152340 399600 19191 40793 515871 643448 X 3261283 3454522 1255402 1032756 180012 180012 4696697 4667290 5212568 5310738 69133 -128719 30179 0 X X 0 1 X 1 0 X 3297233 2932324 2103896 2818690 3131435 14283578 3297233 2932324 2103896 2818690 3131435 14283578 4604797 9678781 461014 509916 380058 373438 457065 2181491 638 35240 3178 39056 16504125 1381269 0.58640 0.59230 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 3882298 3882298 344115 86029 0 0 382298 363630 351527 344115 1441570 2162355 95575 90908 87882 86029 360394 540591 180012 401 401 180012 180012 514 514 180012 180012 3313 3313 180012 180012 11151 11151 180012 180012 8474 8474 180012 1.00000 1 0 100944 88685 12259 586794 558148 28646 40905 CHARLES SCHWAB 2556541 F MERRILL LYNCH 316961 F SEQUOIA 2588 F 2876090 DEFERRED RENT 40793 40793 X 3851530 -128720 30179 -98541 3950071 17059 17059 3967130 3880938 0 3880938 17059 17059 3897997 PART X, LINE 2: THE FOUNDATION PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED DECEMBER 31, 2015, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. AS OF DECEMBER 31, 2015, THE STATUTE OF LIMITATIONS FOR TAX YEARS ENDING DECEMBER 31, 2013, THROUGH 2015 REMAINS OPEN WITH THE U.S. FEDERAL JURISDICTION OR THE VARIOUS POLICY TO RECOGNIZE INTEREST AND/OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, IN INCOME TAX EXPENSE. AS OF DECEMBER 31, 2015, THE FOUNDATION HAD NO ACCRUALS FOR INTEREST AND/OR PENALTIES. 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 1 HAINES AND COMPANY INC 8050 FREEDOM AVE NORTH CANTON OH 44720 DIRECT MAIL PROGRAM 0 417600 6894 176521 417600 6894 176521 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 X 1 1 X X 0 0 0 0 0 0 0 0 0 AMY PORTER EXECUTIVE DIRECTOR/CEO 280283 0 0 0 2915 0 9972 0 2369 0 295539 0 0 0 CLAIRE GILL SENIOR DIRECTOR MARKETING 191843 0 0 0 0 0 7498 0 1663 0 201004 0 0 0 DAVID LEE DIRECTOR NATIONAL BONE HEA 190103 0 0 0 0 0 7840 0 8532 0 206475 0 0 0 TAYLOR WALLACE SENIOR DIRECTOR SCIENCE PO 171284 0 0 0 0 0 6600 0 5729 0 183613 0 0 0 SUSAN RANDALL SENIOR DIRECTOR SCIENCE AN 140171 0 0 0 0 0 5562 0 12895 0 158628 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 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 ORIGINIALLY 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 201,242. MANAGEMENT AND GENERAL EXPENSES 9,644. FUNDRAISING EXPENSES 51,129. TOTAL EXPENSES 262,015. OTHER CONTRACTUAL SERVICES: PROGRAM SERVICE EXPENSES 205,038. MANAGEMENT AND GENERAL EXPENSES 9,826. FUNDRAISING EXPENSES 52,093. TOTAL EXPENSES 266,957. FORM 990, PART IX, LINE 24E WEBSITE HOSTING: PROGRAM SERVICE EXPENSES 58,069. MANAGEMENT AND GENERAL EXPENSES 2,783. FUNDRAISING EXPENSES 14,753. TOTAL EXPENSES 75,605. AUDIO AND VISUAL EXPENSE: PROGRAM SERVICE EXPENSES 51,860. MANAGEMENT AND GENERAL EXPENSES 2,485. FUNDRAISING EXPENSES 13,176. TOTAL EXPENSES 67,521. COURIER: PROGRAM SERVICE EXPENSES 41,565. MANAGEMENT AND GENERAL EXPENSES 1,992. FUNDRAISING EXPENSES 10,560. TOTAL EXPENSES 54,117. DUES AND SUBSCRIPTIONS : PROGRAM SERVICE EXPENSES 23,474. MANAGEMENT AND GENERAL EXPENSES 1,125. FUNDRAISING EXPENSES 5,964. TOTAL EXPENSES 30,563. MOVING EXPENSE: PROGRAM SERVICE EXPENSES 22,740. MANAGEMENT AND GENERAL EXPENSES 1,090. FUNDRAISING EXPENSES 5,778. TOTAL EXPENSES 29,608. SHIPPING: PROGRAM SERVICE EXPENSES 21,430. MANAGEMENT AND GENERAL EXPENSES 1,027. FUNDRAISING EXPENSES 5,445. TOTAL EXPENSES 27,902. BANK FEES AND CREDIT CARD CHARGES: PROGRAM SERVICE EXPENSES 21,277. MANAGEMENT AND GENERAL EXPENSES 1,020. FUNDRAISING EXPENSES 5,406. TOTAL EXPENSES 27,703. COGS: PROGRAM SERVICE EXPENSES 18,044. MANAGEMENT AND GENERAL EXPENSES 865. FUNDRAISING EXPENSES 4,584. TOTAL EXPENSES 23,493. LIST RENTAL: PROGRAM SERVICE EXPENSES 18,025. MANAGEMENT AND GENERAL EXPENSES 864. FUNDRAISING EXPENSES 4,580. TOTAL EXPENSES 23,469. TELEPHONE: PROGRAM SERVICE EXPENSES 16,620. MANAGEMENT AND GENERAL EXPENSES 796. FUNDRAISING EXPENSES 4,223. TOTAL EXPENSES 21,639. FULFILLMENT SERVICES: PROGRAM SERVICE EXPENSES 14,178. MANAGEMENT AND GENERAL EXPENSES 679. FUNDRAISING EXPENSES 3,602. TOTAL EXPENSES 18,459. POSTAGE: PROGRAM SERVICE EXPENSES 13,376. MANAGEMENT AND GENERAL EXPENSES 641. FUNDRAISING EXPENSES 3,398. TOTAL EXPENSES 17,415. MEETINGS: PROGRAM SERVICE EXPENSES 11,382. MANAGEMENT AND GENERAL EXPENSES 545. FUNDRAISING EXPENSES 2,892. TOTAL EXPENSES 14,819. HONORARIUM: PROGRAM SERVICE EXPENSES 11,137. MANAGEMENT AND GENERAL EXPENSES 534. FUNDRAISING EXPENSES 2,829. TOTAL EXPENSES 14,500. PROFESSIONAL DUES: PROGRAM SERVICE EXPENSES 11,064. MANAGEMENT AND GENERAL EXPENSES 530. FUNDRAISING EXPENSES 2,811. TOTAL EXPENSES 14,405. FEES AND LICENSES: PROGRAM SERVICE EXPENSES 7,600. MANAGEMENT AND GENERAL EXPENSES 364. FUNDRAISING EXPENSES 1,931. TOTAL EXPENSES 9,895. MISCELLANEOUS: PROGRAM SERVICE EXPENSES 11,633. MANAGEMENT AND GENERAL EXPENSES 559. FUNDRAISING EXPENSES -3,931. TOTAL EXPENSES 8,261. DESIGN: PROGRAM SERVICE EXPENSES 4,952. MANAGEMENT AND GENERAL EXPENSES 237. FUNDRAISING EXPENSES 1,258. TOTAL EXPENSES 6,447. SUPPLIES: PROGRAM SERVICE EXPENSES 2,356. MANAGEMENT AND GENERAL EXPENSES 113. FUNDRAISING EXPENSES 599. TOTAL EXPENSES 3,068. FORM 990, PART XII, LINE 2C: NO CHANGE FROM PRIOR YEAR