EPILEPSY FOUNDATION OF AMERICA: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- EPILEPSY FOUNDATION OF AMERICA (EIN 52-0856660)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2016-11-14
- IRS object ID
- 201633199349302698
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-14T10:41:10-06:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521392008 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GELMAN ROSENBERG & FREEDMAN | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4550 MONTGOMERY AVE SUITE 650N | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208142930 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 520856660 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EPILEPSY FOUNDATION OF AMERICA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EPIL | BusinessNameControlTxt |
| Phone | 3014593700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8301 PROFESSIONAL PLACE | AddressLine1Txt |
| City | LANDOVER | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20785 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PHILIP M GATTONE | PersonNm |
| Person Title | PRESIDENT AND CEO | PersonTitleTxt |
| Phone | 3014593700 | PhoneNum |
| Signature | 2016-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3019519090 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PHILIP M GATTONE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8301 PROFESSIONAL PLACE | AddressLine1Txt |
| City | LANDOVER | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20785 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $16,357,358 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.EPILEPSY.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1967 | FormationYr |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Activity Or Mission | SEE PART III, LINE 1. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 64 | TotalEmployeeCnt |
| Total Volunteers | 100 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $12,995,210 | PYContributionsGrantsAmt |
| CY Contributions Grants | $14,630,365 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $902,238 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $975,700 | CYProgramServiceRevenueAmt |
| PY Investment Income | $432,365 | PYInvestmentIncomeAmt |
| CY Investment Income | $137,848 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$1,206,937 | PYOtherRevenueAmt |
| CY Other Revenue | -$709,560 | CYOtherRevenueAmt |
| PY Total Revenue | $13,122,876 | PYTotalRevenueAmt |
| CY Total Revenue | $15,034,353 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,160,223 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,850,184 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,988,897 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,862,265 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $353,150 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $463,500 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,766,475 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,814,622 | PYOtherExpensesAmt |
| CY Other Expenses | $6,910,214 | CYOtherExpensesAmt |
| PY Total Expenses | $13,316,892 | PYTotalExpensesAmt |
| CY Total Expenses | $14,086,163 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$194,016 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $948,190 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $16,184,412 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,741,755 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,708,772 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,793,964 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $11,475,640 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $11,947,791 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF THE EPILEPSY FOUNDATION IS TO STOP SEIZURES AND SUDEP, FIND A CURE AND OVERCOME THE CHALLENGES CREATED BY EPILEPSY THROUGH EFFORTS INCLUDING EDUCATION, ADVOCACY AND RESEARCH TO ACCELERATE IDEAS INTO THERAPIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,734,559 | ExpenseAmt |
| Grant | $766,523 | GrantAmt |
| Revenue | $383,031 | RevenueAmt |
| Desc | COMMUNITY SERVICES - THE FOUNDATION HELPS ENSURE THAT COMMUNITIES ACROSS THE COUNTRY SUPPORT INDIVIDUALS, FAMILIES, CAREGIVERS AND OTHERS IMPACTED BY EPILEPSY AND SEIZURES. PROGRAMS ARE DEVELOPED FOR OUR NATIONWIDE NETWORK OF LOCAL EPILEPSY FOUNDATIONS. SERVICES ARE ALSO PROVIDED DIGITALLY. PROGRAMS ARE FUNDED THROUGH NATIONAL PARTNERSHIPS WITH GOVERNMENT AGENCIES, CORPORATE SPONSORS, FOUNDATION GRANTS AND PRIVATE DONATIONS. THE FOUNDATION IS COMMITTED TO SERVING AN INCREASING DIVERSE COMMUNITY BY BUILDING PROGRAMS AND INITIATIVES FOCUSING ON ETHNIC AND OTHER CULTURAL OUTREACH. THE FOUNDATION ACTIVELY ENGAGES IN LEGISLATIVE ADVOCACY TO IMPROVE ACCESS TO MEDICATIONS, HEALTH CARE, EMPLOYMENT AND CIVIL RIGHTS. THE FOUNDATION'S GOAL IS TO ENSURE THAT ALL PEOPLE AFFECTED BY EPILEPSY AND SEIZURES HAVE ACCESS TO APPROPRIATE SERVICES AND CARE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,477,898 | ExpenseAmt |
| Grant | $15,000 | GrantAmt |
| Desc | PUBLIC HEALTH EDUCATION - THE FOUNDATION BUILDS A NATIONWIDE PUBLIC HEALTH PROGRAM IN THE EPILEPSIES, FOCUSED ON EDUCATING THE PUBLIC AND PROFESSIONALS WHO INTERACT WITH THE PUBLIC ABOUT EPILEPSY, ITS CARE AND TREATMENT, REDUCING STIGMA THROUGH PUBLIC AWARENESS CAMPAIGNS, AND ADDRESSING THE EDUCATIONAL AND RESOURCE NEEDS OF PRIORITY POPULATIONS, INCLUDING TEENS, SENIORS AND THEIR CAREGIVERS, SCHOOL NURSES AND PERSONNEL, FIRST RESPONDERS, LAW ENFORCEMENT, AFRICAN-AMERICANS, HISPANICS, AND ASIAN AMERICANS. THE FOUNDATION RUNS A DIGITAL ENTERPRISE ANCHORED BY EPILEPSY.COM, WHICH SERVES OVER 11 MILLION UNIQUE USERS ANNUALLY. OUR SOCIAL MEDIA REACHES OVER 50 MILLION PEOPLE ANNUALLY. IN ADDITION, WE EDUCATE THROUGH ENGAGEMENT WITH TRADITIONAL MEDIA SOURCES, AND PARTNERSHIPS WITH PROFESSIONAL ORGANIZATIONS. THE FOUNDATION OWNS A 24/7 NATIONWIDE SUPPORT AND HELP LINE. EDUCATION IS ALSO DISSEMINATED THROUGH OUR NETWORK OF LOCAL EPILEPSY FOUNDATIONS AROUND THE COUNTRY. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,274,326 | ExpenseAmt |
| Grant | $1,039,349 | GrantAmt |
| Revenue | $592,669 | RevenueAmt |
| Desc | RESEARCH - THE EPILEPSY FOUNDATION SUPPORTS INNOVATIVE NEW THERAPIES AND RESEARCH TO ELIMINATE SEIZURES, SIDE EFFECTS, EPILEPSY-RELATED MORTALITY, CO-MORBIDITIES AND THE CONSEQUENCES OF EPILEPSY. THE FOUNDATION FOCUSES ON ACCELERATING RESEARCH THROUGH GRANTS, INVESTMENTS AND INNOVATIVE PARTNERSHIPS. OUR STRATEGIC RESEARCH GOALS INCLUDE ENCOURAGING SCIENTISTS AND CLINICIANS TO DEVOTE THEIR CAREERS TO EPILEPSY RESEARCH AND CLINICAL CARE THROUGH FINANCIAL AND OTHER FORMS OF SUPPORT. THE FOUNDATION ALSO ENCOURAGES ENGAGEMENT BY EXPERTS IN NON-TRADITIONAL DISCIPLINES TO HELP FIND ANSWERS TO EPILEPSY. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | GrantGrantAmt | DescDesc |
|---|---|---|
| $658,684 | $29,312 | PATIENT SERVICES |
| $61,813 | PROFESSIONAL EDUCATION AND TRAINING |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $720,497 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $29,312 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $10,207,280 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 21 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 64 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Form1098 C Filed | Yes (1) | Form1098CFiledInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DIANE RUBINSTEIN | PersonNm |
| Phone | 3019183702 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8301 PROFESSIONAL PLACE | AddressLine1Txt |
| City | LANDOVER | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 207852353 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| WARREN LAMMERT | ||||||||
| CHAIR | 1.00 | 0.10 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ROGER HELDMAN | ||||||||
| TREASURER | 1.00 | 0.10 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MAY J LIANG | ||||||||
| SECRETARY | 1.00 | 0.10 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ARLENE GORELICK | ||||||||
| DIRECTOR | 1.00 | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| BARI MILKEN | ||||||||
| DIRECTOR | 1.00 | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| BRADLEY BOYER | ||||||||
| DIRECTOR | 1.00 | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| BROOKE GORDON | ||||||||
| DIRECTOR | 1.00 | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| DANIEL MOORE | ||||||||
| DIRECTOR | 1.00 | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| FRANK FISCHER | ||||||||
| DIRECTOR | 1.00 | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| GARRY MENZEL | ||||||||
| DIRECTOR | 1.00 | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| GEOFFREY POPE | ||||||||
| DIRECTOR | 1.00 | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| HOWARD R SOULE | ||||||||
| DIRECTOR | 1.00 | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| JIM JACOBY | ||||||||
| DIRECTOR | 1.00 | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| JOYCE BENDER | ||||||||
| DIRECTOR | 1.00 | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| RICK HARRISON | ||||||||
| DIRECTOR | 1.00 | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT W SMITH | ||||||||
| DIRECTOR | 1.00 | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| STEVE WULCHIN | ||||||||
| DIRECTOR | 1.00 | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| STEVEN SCHACHTER | ||||||||
| DIRECTOR | 1.00 | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| TONY COELHO | ||||||||
| DIRECTOR | 1.00 | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| PHILIP M GATTONE | ||||||||
| PRESIDENT/CEO | 35.00 | 0.10 | Yes (X) | Yes (X) | $245,193 | $0 | $33,961 | |
| ELLEN HOBBY | ||||||||
| VP/CFO | 35.00 | 0.10 | Yes (X) | $108,111 | $0 | $3,979 | ||
| ANGELA OSTROM | ||||||||
| VP OF LEGAL & ADVISORY | 35.00 | 0.10 | $162,252 | $0 | $28,845 | Yes (X) | ||
| JANICE M BUELOW | ||||||||
| VP OF PROGRAMS & RESEARCH | 35.00 | $146,827 | $0 | $16,630 | Yes (X) | |||
| ALEXANDRA FINUCANE | ||||||||
| SENIOR ADVISOR | 35.00 | $124,727 | $0 | $9,576 | Yes (X) | |||
| NICHOLE D MANNING-ASHE | ||||||||
| ASST. VP OF DEVELOPMENT | 35.00 | $124,313 | $0 | $19,369 | Yes (X) | |||
| KENNETH LOWENBERG | ||||||||
| VP OF COMMUNICATIONS | 35.00 | $123,404 | $0 | $15,783 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,034,827 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $128,143 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 10 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| DESIGN DATA | |||||
| 610 PROFESSIONAL DRIVE SUITE 102 | GAITHERSBURG | MD | 20879 | IT SUPPORT | $340,446 |
| BURTON STRATEGIES | |||||
| 2920 NEILSON WAY SUITE 501 | SANTA MONICA | CA | 90405 | FUNDRAISING | $235,500 |
| COLUMBIA UNIVERSITY | |||||
| PO BOX 28789 | NEW YORK | NY | 100879789 | SUBCONTRACTOR | $177,372 |
| HARGROVE | |||||
| 1 HARGROVE DRIVE | LANHAM | MD | 20706 | EVENT PLANNING | $176,840 |
| MINDSET DIRECT | |||||
| 1220 N FILMORE ST SUITE 400 | ARLINGTON | VA | 22201 | DIRECT MAIL | $148,950 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 12 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $1,739,933 | FundraisingAmt |
| Government Grants | $3,084,053 | GovernmentGrantsAmt |
| All Other Contributions | $9,806,379 | AllOtherContributionsAmt |
| Noncash Contributions | $604,338 | NoncashContributionsAmt |
| Total Contributions | $14,630,365 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PCORI CONTRACTS | 900099 | $592,669 | $592,669 |
| AFFILIATE FEES | 900099 | $383,031 | $383,031 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $975,700 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $135,397 | TotalRevenueColumnAmt |
| Exclusion | $135,397 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,333 | TotalRevenueColumnAmt |
| Exclusion | $10,333 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $63,739 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $61,288 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,451 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,451 | TotalRevenueColumnAmt |
| Exclusion | $2,451 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $3,604 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,739,933 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $716,539 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$712,935 | TotalRevenueColumnAmt |
| Exclusion | -$712,935 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $491,492 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $545,178 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$53,686 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$53,686 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| MISCELLANEOUS | 900099 | $44,635 | $44,635 |
| REIMBURSEMENTS | 900099 | $2,093 | $2,093 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $46,728 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,034,353 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $922,014 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$518,026 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,758,372 | TotalAmt |
| Program Services | $1,758,372 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,812 | TotalAmt |
| Program Services | $40,812 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,000 | TotalAmt |
| Program Services | $51,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $445,785 | TotalAmt |
| Program Services | $215,229 | ProgramServicesAmt |
| Management And General | $203,652 | ManagementAndGeneralAmt |
| Fundraising | $26,904 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,483,518 | TotalAmt |
| Program Services | $2,199,589 | ProgramServicesAmt |
| Management And General | $435,137 | ManagementAndGeneralAmt |
| Fundraising | $848,792 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $261,848 | TotalAmt |
| Program Services | $162,000 | ProgramServicesAmt |
| Management And General | $40,352 | ManagementAndGeneralAmt |
| Fundraising | $59,496 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $390,244 | TotalAmt |
| Program Services | $249,501 | ProgramServicesAmt |
| Management And General | $53,647 | ManagementAndGeneralAmt |
| Fundraising | $87,096 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $280,870 | TotalAmt |
| Program Services | $176,641 | ProgramServicesAmt |
| Management And General | $42,759 | ManagementAndGeneralAmt |
| Fundraising | $61,470 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,608 | TotalAmt |
| Program Services | $5,018 | ProgramServicesAmt |
| Management And General | $647 | ManagementAndGeneralAmt |
| Fundraising | $1,943 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,734 | TotalAmt |
| Program Services | $49,954 | ProgramServicesAmt |
| Management And General | $6,436 | ManagementAndGeneralAmt |
| Fundraising | $19,344 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $261,333 | TotalAmt |
| Program Services | $172,376 | ProgramServicesAmt |
| Management And General | $22,209 | ManagementAndGeneralAmt |
| Fundraising | $66,748 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $463,500 | TotalAmt |
| Fundraising | $463,500 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,342,335 | TotalAmt |
| Program Services | $1,998,158 | ProgramServicesAmt |
| Management And General | $70,708 | ManagementAndGeneralAmt |
| Fundraising | $273,469 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,073,961 | TotalAmt |
| Program Services | $536,906 | ProgramServicesAmt |
| Management And General | $56,527 | ManagementAndGeneralAmt |
| Fundraising | $480,528 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $165,419 | TotalAmt |
| Program Services | $109,111 | ProgramServicesAmt |
| Management And General | $14,058 | ManagementAndGeneralAmt |
| Fundraising | $42,250 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,457 | TotalAmt |
| Program Services | $25,377 | ProgramServicesAmt |
| Management And General | $3,266 | ManagementAndGeneralAmt |
| Fundraising | $9,814 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $372,931 | TotalAmt |
| Program Services | $261,449 | ProgramServicesAmt |
| Management And General | $28,108 | ManagementAndGeneralAmt |
| Fundraising | $83,374 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $420,740 | TotalAmt |
| Program Services | $358,931 | ProgramServicesAmt |
| Management And General | $18,307 | ManagementAndGeneralAmt |
| Fundraising | $43,502 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $723,587 | TotalAmt |
| Program Services | $617,289 | ProgramServicesAmt |
| Management And General | $31,485 | ManagementAndGeneralAmt |
| Fundraising | $74,813 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $683,559 | TotalAmt |
| Program Services | $683,559 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $452,789 | TotalAmt |
| Program Services | $327,326 | ProgramServicesAmt |
| Management And General | $35,561 | ManagementAndGeneralAmt |
| Fundraising | $89,902 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,964 | TotalAmt |
| Program Services | $74,288 | ProgramServicesAmt |
| Management And General | $7,987 | ManagementAndGeneralAmt |
| Fundraising | $23,689 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| EQUIPMENT MAINTENANCE | $155,161 | $120,883 | $32,354 | $1,924 |
| MEMBERSHIP | $24,718 | $12,675 | $4,127 | $7,916 |
| MISCELLANEOUS | $5,918 | $836 | $5,081 | $1 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,086,163 | TotalAmt |
| Program Services | $10,207,280 | ProgramServicesAmt |
| Management And General | $1,112,408 | ManagementAndGeneralAmt |
| Fundraising | $2,766,475 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | Yes (X) | JointCostsInd |
Total Joint Costs TotalJointCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $766,000 | TotalAmt |
| Program Services | $340,880 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $425,120 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,632,750 | BOYAmt |
| EOY | $456,308 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $653,100 | BOYAmt |
| EOY | $2,837,077 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,201,294 | BOYAmt |
| EOY | $1,112,989 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,891 | BOYAmt |
| EOY | $6,135 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $254,946 | BOYAmt |
| EOY | $152,666 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $4,850,268 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,149,366 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $772,266 | BOYAmt |
| EOY | $700,902 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,131,906 | BOYAmt |
| EOY | $6,824,502 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,533,259 | BOYAmt |
| EOY | $3,651,176 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,184,412 | BOYAmt |
| EOY | $15,741,755 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,541,393 | BOYAmt |
| EOY | $936,370 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $958,567 | BOYAmt |
| EOY | $760,407 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,864 | BOYAmt |
| EOY | $13,820 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,191,948 | BOYAmt |
| EOY | $2,083,367 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,708,772 | BOYAmt |
| EOY | $3,793,964 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,879,824 | BOYAmt |
| EOY | $8,293,009 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $122,726 | BOYAmt |
| EOY | -$635,974 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,473,090 | BOYAmt |
| EOY | $4,290,756 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,475,640 | BOYAmt |
| EOY | $11,947,791 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,184,412 | BOYAmt |
| EOY | $15,741,755 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $948,190 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$210,614 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$265,425 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,561,857 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,174,311 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,745,071 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,995,210 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,602,451 | CurrentTaxYearAmt |
| Total | $69,078,900 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,561,857 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,174,311 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,745,071 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,995,210 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,602,451 | CurrentTaxYearAmt |
| Total | $69,078,900 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,078,523 | SubstantialContributorsTotAmt |
| Public Support Total170 | $68,000,377 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $317,911 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $277,119 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $165,951 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $141,400 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $145,730 | CurrentTaxYearAmt |
| Total | $1,048,111 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $56,668 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $152,746 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $925,765 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $79,370 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $46,728 | CurrentTaxYearAmt |
| Total | $1,261,277 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $71,388,288 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $9,834,416 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.95250 | PublicSupportCY170Pct |
| Public Support PY170 | 0.95020 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $27,942 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $233,391 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $261,333 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $13,824,830 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $14,086,163 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $854,308 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $213,577 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $906,061 | CurrentYearMinus3Amt |
| Current Year Minus2 | $848,121 | CurrentYearMinus2Amt |
| Current Year Minus1 | $815,845 | CurrentYearMinus1Amt |
| Current Year | $854,308 | CurrentYearAmt |
| Total | $3,424,335 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $5,136,503 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $237,654 | CurrentYearMinus3Amt |
| Current Year Minus2 | $245,623 | CurrentYearMinus2Amt |
| Current Year Minus1 | $279,882 | CurrentYearMinus1Amt |
| Current Year | $261,333 | CurrentYearAmt |
| Total | $1,024,492 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $226,515 | CurrentYearMinus3Amt |
| Current Year Minus2 | $212,030 | CurrentYearMinus2Amt |
| Current Year Minus1 | $203,961 | CurrentYearMinus1Amt |
| Current Year | $213,577 | CurrentYearAmt |
| Total | $856,083 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,284,125 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $20,760 | CurrentYearMinus3Amt |
| Current Year Minus2 | $23,581 | CurrentYearMinus2Amt |
| Current Year Minus1 | $19,540 | CurrentYearMinus1Amt |
| Current Year | $27,942 | CurrentYearAmt |
| Total | $91,823 | TotalAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,473,090 | BeginningYearBalanceAmt |
| Contributions | $67,914 | ContributionsAmt |
| Investment Earnings Or Losses | -$231,086 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $19,162 | OtherExpendituresAmt |
| End Year Balance | $4,290,756 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,584,406 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $38,059 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $149,375 | OtherExpendituresAmt |
| End Year Balance | $4,473,090 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,301,136 | BeginningYearBalanceAmt |
| Contributions | $50,000 | ContributionsAmt |
| Investment Earnings Or Losses | $379,801 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $146,531 | OtherExpendituresAmt |
| End Year Balance | $4,584,406 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,078,116 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $240,137 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $17,117 | OtherExpendituresAmt |
| End Year Balance | $4,301,136 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,257,131 | BeginningYearBalanceAmt |
| Contributions | $250 | ContributionsAmt |
| Investment Earnings Or Losses | -$159,908 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $19,357 | OtherExpendituresAmt |
| End Year Balance | $4,078,116 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,850,268 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,149,366 | DepreciationAmt |
| Book Value | $700,902 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $700,902 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| BENEFICIAL INTEREST IN PERPETUAL TRUSTS | $3,137,241 |
| DUE FROM AFFILIATES | $130,724 |
| DEFERRED RENT | $355,297 |
| BENEFICIAL INTEREST IN ASSETS HELD BY A COMMUNITY FOUNDATION | $27,914 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $3,651,176 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO AFFILIATES | $350,046 |
| DUE TO THE FOUNDATION | $1,733,321 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,083,367 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $14,872,780 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$210,614 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $314,466 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | -$265,425 | OtherRevenueAmt |
| Revenue Not Reported | -$161,573 | RevenueNotReportedAmt |
| Revenue Subtotal | $15,034,353 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $15,034,353 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $14,400,629 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $314,466 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $314,466 | ExpensesNotReportedAmt |
| Expenses Subtotal | $14,086,163 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $14,086,163 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ENDOWMENT FUNDS INCLUDE BOTH ENDOWMENT FUNDS AND PERPETUAL FUNDS HELD BY OUTSIDE INVESTMENT COMPANIES. INCOME IS EITHER FOR THE UNRESTRICTED USE OF THE FOUNDATION OR RESEARCH. |
| PART X, LINE 2: | FOR THE YEARS ENDED JUNE 30, 2016 AND 2015, THE EPILEPSY FOUNDATION AND THE EPILEPSY RESEARCH FOUNDATION HAVE DOCUMENTED THEIR CONSIDERATION OF FASB ASC 740-10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS REPORTED AS -265,425. INCOME ON THE FINANICAL STATEMENTS AND REPORTED AS AN OTHER CHANGE IN NET ASSETS ON FORM 990, PART XI, LINE 9 |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | SUB-SAHARAN AFRICA | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | GRANT TO RECIPIENT LOCATED IN REGION | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $51,000 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $51,000 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $51,000 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | SUB-SAHARAN AFRICA | RegionTxt |
| Purpose Of Grant | SHARK TANK AWARD | PurposeOfGrantTxt |
| Cash Grant | $51,000 | CashGrantAmt |
| Manner Of Cash Disbursement | WIRE TRANSFER | MannerOfCashDisbursementTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION GENERALLY REQUIRES DOCUMENTATION OF EXPENDITURES AND ACHIEVEMENT OF GOALS OF GRANT. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| MINDSET DIRECT | ||||||||
| 1220 N FILMORE STREET | ARLINGTON | VA | 22201 | DIRECT RESPONSE | 0 | $1,624,175 | $168,000 | $1,456,175 |
| BURTON STRATEGIES | ||||||||
| 2920 NEILSON WAY SUITE 501 | SANTA MONICA | CA | 90405 | FUNDRAISING CONSULTANT | 0 | $409,342 | $295,500 | $113,842 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $2,033,517 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $463,500 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $1,570,017 | TotalNetToOrganizationAmt |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | WALK | Event1Nm |
| Gross Receipts Event1 | $1,047,373 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $1,047,373 | CharitableContriEvent1Amt |
| Rent Facility Costs Event1 | $17,139 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $18,848 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $2,700 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $351,290 | OtherDirectExpensesEvent1Amt |
| Event2 | AVE EVENT | Event2Nm |
| Gross Receipts Event2 | $286,272 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $286,272 | CharitableContriEvent2Amt |
| Other Direct Expenses Event2 | $92,888 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 15 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $409,892 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $406,288 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $3,604 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $5,439 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $31,103 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $197,132 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $1,743,537 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,739,933 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $3,604 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $22,578 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $49,951 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $2,700 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $641,310 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $716,539 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$712,935 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (53 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN EPILEPSY SOCIETY | ||||||||
| 135 S LASALLE STREET 2850 | CHICAGO | IL | 60603 | 046112600 | 501(C)(3) | $150,000 | RESEARCH GRANTS | |
| AMERICAN BRAIN FOUNDATION | ||||||||
| 201 CHICAGO AVENUE SOUTH | MINNEAPOLIS | MN | 55415 | 411717098 | 501(C)(3) | $22,699 | RESEARCH GRANTS | |
| THERASTAT LLC | ||||||||
| 44 KINGS GRANT ROAD | WESTON | MA | 02493 | 300882390 | OTHER | $304,600 | NEW THERAPY GRANT | |
| EMPATICA INC | ||||||||
| 1 BROADWAY 14TH FLOOR | CAMBRIDGE | MA | 02142 | 462401194 | OTHER | $25,000 | SEAL OF EXCELLENCE AWARD | |
| ZETO INC | ||||||||
| 1226 CHIAPAS TERRACE | SAN JOSE | CA | 95126 | 472104946 | OTHER | $150,000 | SHARK TANK GRAND WINNER | |
| UNIVERSITY OF PENNSYLVANIA | ||||||||
| PO BOX 785541 | PHILADELPHIA | PA | 191785441 | 231352685 | 501(C)(3) | $61,050 | NEW THERAPY GRANT | |
| INNOCENTIVE | ||||||||
| 265 WINTER STREET 2ND FLOOR | WALTHAM | MA | 02451 | OTHER | $165,000 | SUDEP AWARDS | ||
| UNIVERSITY OF MINNESOTA | ||||||||
| NW 5957 PO BOX 1450 | MINNEAPOLIS | MN | 554855957 | 416007513 | 501(C)(3) | $50,000 | RESEARCH GRANTS | |
| MIT | ||||||||
| 77 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 021394307 | 042103594 | 501(C)(3) | $50,000 | RESEARCH GRANT - ZEBRA FISH | |
| IMPACT REDUCTION APPAREL | ||||||||
| 3739 BALBOA TERRACE UNIT B | SAN DIEGO | CA | 92117 | 464966423 | OTHER | $6,000 | RESEARCH | |
| CTC FOUNDATION | ||||||||
| 2711 JEFFERSON DAVIS HIGHWAY | ARLINGTON | VA | 22202 | 251811888 | 501(C)(3) | $7,500 | RESEARCH | |
| EPILEPSY FOUNDATION ALABAMA | ||||||||
| OFFICE PARK 3 273 AZALEA RD 310 | MOBILE | AL | 366091925 | 630639307 | 501(C)(3) | $14,500 | COMMUNITY GRANTS | |
| EPILEPSY FOUNDATION ARIZONA | ||||||||
| 350 W THOMAS ROAD | PHOENIX | AZ | 85013 | 866080639 | 501(C)(3) | $14,850 | COMMUNITY GRANTS | |
| EPILEPSY FOUNDATION CENTRALSOUTH TX | ||||||||
| 10615 PERRIN BEITEL SUITE 602 | SAN ANTONIO | TX | 782170000 | 760415338 | 501(C)(3) | $24,600 | COMMUNITY GRANTS | |
| EPILEPSY FOUNDATION CHESAPEAKE REGION | ||||||||
| 8503 LASALLE ROAD | TOWSON | MD | 212865915 | 522210541 | 501(C)(3) | $14,600 | COMMUNITY GRANTS | |
| EPILEPSY FOUNDATION COLORADO | ||||||||
| 5889 GREENWOOD PLAZA BLVD 404 | GREENWOOD VILLAGE | CO | 801112054 | 840607069 | 501(C)(3) | $17,600 | COMMUNITY GRANTS | |
| EPILEPSY FOUNDATION CONNECTICUT | ||||||||
| 386 MAIN STREET | MIDDLETOWN | CT | 064573360 | 222535999 | 501(C)(3) | $15,100 | COMMUNITY GRANTS | |
| EPILEPSY FOUNDATION DELAWARE | ||||||||
| 61 CORPORATE CIRCLE NEW CASTLE | NEW CASTLE | DE | 197202439 | 516018401 | 501(C)(3) | $16,500 | COMMUNITY GRANTS | CORPORATE COMMONS |
| EPILEPSY FOUNDATION EAST TENNESSEE | ||||||||
| 1715 E MAGNOLIA AVE | KNOXVILLE | TN | 379177827 | 581328013 | 501(C)(3) | $14,600 | COMMUNITY GRANTS | |
| EPILEPSY FOUNDATION EASTERN PA | ||||||||
| 919 WALNUT STREET SUITE 700 | PHILADELPHIA | PA | 19107 | 231882279 | 501(C)(3) | $14,350 | COMMUNITY GRANTS | |
| EPILEPSY FOUNDATION FLORIDA | ||||||||
| 1200 NW 78TH AVENUE SUITE 400 | MIAMI | FL | 331261891 | 592164525 | 501(C)(3) | $36,600 | COMMUNITY GRANTS | |
| EPILEPSY FOUNDATION GEORGIA | ||||||||
| 6065 ROSWELL RD SUITE 715 | ATLANTA | GA | 303284030 | 581115869 | 501(C)(3) | $13,850 | COMMUNITY GRANTS | |
| EPILEPSY FOUNDATION GREATER CHICAGO | ||||||||
| 17 N STATE STREET SUITE 650 | CHICAGO | IL | 60602 | 362317619 | 501(C)(3) | $34,100 | COMMUNITY GRANTS | |
| EPILEPSY FOUNDATION GREATER CINCINNATI & COLUMB | ||||||||
| 895 CENTRAL AVE SUITE 550 | CINCINNATI | OH | 452025757 | 237284156 | 501(C)(3) | $48,500 | COMMUNITY GRANTS | |
| EPILEPSY FOUNDATION GREATER LOS ANGELES | ||||||||
| 5777 W CENTURY BLVD SUITE 820 | LOS ANGELES | CA | 900455659 | 952046033 | 501(C)(3) | $15,600 | COMMUNITY GRANTS | |
| EPILEPSY FOUNDATION GREATER SOUTHERN IL | ||||||||
| 140 IOWA AVENUE SUITE A | BELLEVILLE | IL | 62220 | 510225010 | 501(C)(3) | $6,100 | COMMUNITY GRANTS | |
| EPILEPSY FOUNDATION HAWAII | ||||||||
| 1050 ALA MOANA BLVD SUITE 255 SUITE | HONOLULU | HI | 968144932 | 237216782 | 501(C)(3) | $13,000 | COMMUNITY GRANTS | 2250 |
| EPILEPSY FOUNDATION HEART OF WISCONSIN | ||||||||
| 1302 MENDOTA STREET 100 | MADISON | WI | 537141059 | 391370658 | 501(C)(3) | $35,000 | COMMUNITY GRANTS | |
| EPILEPSY FOUNDATION KENTUCKIANA | ||||||||
| KOSAIR CHARITIES CENTRE 982 EASTERN | LOUISVILLE | KY | 402171566 | 611314540 | 501(C)(3) | $29,100 | COMMUNITY GRANTS | PARKWAY |
| EPILEPSY FOUNDATION LONG ISLAND | ||||||||
| 1500 HEMPSTEAD TURNPIKE | EAST MEADOW | NY | 11554 | 111821135 | 501(C)(3) | $15,100 | COMMUNITY GRANTS | |
| EPILEPSY FOUNDATION LOUISIANA | ||||||||
| 11762 S HARRELLS FERRY RD SUITE A | BATON ROUGE | LA | 708162398 | 720824847 | 501(C)(3) | $12,600 | COMMUNITY GRANTS | |
| EPILEPSY FOUNDATION METROPOLITAN NEW YORK | ||||||||
| METROPOLITAN NEW YORK 65 BROADWAY | NEW YORK | NY | 100062540 | 222146295 | 501(C)(3) | $13,000 | COMMUNITY GRANTS | SUITE 505 |
| EPILEPSY FOUNDATION MICHIGAN | ||||||||
| 25200 TELEGRAPH ROAD SUITE 110 | SOUTHFIELD | MI | 48033 | 381508581 | 501(C)(3) | $32,500 | COMMUNITY GRANTS | |
| EPILEPSY FOUNDATION MINNESOTA | ||||||||
| 1600 UNIVERSITY W SUITE 300 | ST PAUL | MN | 551043800 | 410874541 | 501(C)(3) | $15,600 | COMMUNITY GRANTS | |
| EPILEPSY FOUNDATION MISSISSIPPI | ||||||||
| 2001 AIRPORT ROAD N SUITE 307 | FLOWOOD | MS | 392328849 | 640605780 | 501(C)(3) | $8,000 | COMMUNITY GRANTS | |
| EPILEPSY FOUNDATION MISSOURI AND KANSAS | ||||||||
| 4406 ST VINCENT | SAINT LOUIS | MO | 631193429 | 436048869 | 501(C)(3) | $15,600 | COMMUNITY GRANTS | |
| EPILEPSY FOUNDATION NEW ENGLAND | ||||||||
| 335 MAIN STREET 8 | WILMINGTON | MA | 01887 | 222505819 | 501(C)(3) | $20,600 | COMMUNITY GRANTS | |
| EPILEPSY FOUNDATION NEW JERSEY | ||||||||
| 1 AAA DRIVE SUITE 203 | TRENTON | NJ | 08691 | 237082215 | 501(C)(3) | $22,600 | COMMUNITY GRANTS | |
| EPILEPSY FOUNDATION NORTH CAROLINA | ||||||||
| PIEDMONT ONE 1920 W FIRST STR SUITE | WINSTONSALEM | NC | 27104 | 561011151 | 501(C)(3) | $15,600 | COMMUNITY GRANTS | 5541A |
| EPILEPSY FOUNDATION NORTHCENTRAL IL | ||||||||
| IOWA AND NEBRASKA 321 WEST STATE ST | ROCKFORD | IL | 61101 | 362741730 | 501(C)(3) | $18,600 | COMMUNITY GRANTS | STE 208 |
| EPILEPSY FOUNDATION NORTHEASTERN NEW YORK | ||||||||
| THREE WASHINGTON SQUARE ONE UNITED | ALBANY | NY | 12205 | 141637156 | 501(C)(3) | $17,600 | COMMUNITY GRANTS | WAY |
| EPILEPSY FOUNDATION NORTHERN CALIFORNIA | ||||||||
| 1736 FRANKLIN STREET SUITE 450 | OAKLAND | CA | 94612 | 946128891 | 501(C)(3) | $9,500 | COMMUNITY GRANTS | |
| EPILEPSY FOUNDATION NORTHWEST | ||||||||
| 2311 N 45TH STREET SUITE 134 | SEATTLE | WA | 981036905 | 911062461 | 501(C)(3) | $31,600 | COMMUNITY GRANTS | |
| EPILEPSY FOUNDATION SOCIEDAD PUERTORRIQUENA DE | ||||||||
| 1100 CALLE MARGINAL RUIZ SOLER | BAYAMON | PR | 009597365 | 660312587 | 501(C)(3) | $5,500 | COMMUNITY GRANTS | |
| EPILEPSY FOUNDATION ROCHESTERSYRACUSE | ||||||||
| AND BINGHAMTON 1650 SOUTH AVE SUITE | ROCHESTER | NY | 146203926 | 222146295 | 501(C)(3) | $7,600 | COMMUNITY GRANTS | 300 |
| EPILEPSY FOUNDATION SAN DIEGO COUNTY | ||||||||
| 2055 EL CAJON BLVD | SAN DIEGO | CA | 921041091 | 951981182 | 501(C)(3) | $9,750 | COMMUNITY GRANTS | |
| EPILEPSY FOUNDATION SE TENNESSEE | ||||||||
| 1 SISKIN PLAZA | CHATTANOOGA | TN | 374031306 | 581309190 | 501(C)(3) | $9,000 | COMMUNITY GRANTS | |
| EPILEPSY FOUNDATION TEXAS | ||||||||
| HOUSTON/DALLAS/FT WORTH 2401 | HOUSTON | TX | 77057 | 742141084 | 501(C)(3) | $35,400 | COMMUNITY GRANTS | FOUNTAIN VIEW SUITE 900 |
| EPILEPSY FOUNDATION VERMONT | ||||||||
| PO BOX 6292 | RUTLAND | VT | 057026292 | 030273967 | 501(C)(3) | $10,100 | COMMUNITY GRANTS | |
| EPILEPSY FOUNDATION VIRGINIA | ||||||||
| 560 RAY C HUNT DRIVE ROOM 2142 | CHARLOTTESVILLE | VA | 22903 | 541379432 | 501(C)(3) | $6,923 | COMMUNITY GRANTS | |
| EPILEPSY FOUNDATION WESTERN & CENTRAL PA | ||||||||
| 1501 REEDSDALE STREET SUITE 3002 | PITTSBURGH | PA | 15233 | 237241930 | 501(C)(3) | $28,100 | COMMUNITY GRANTS | |
| EPILEPSY FOUNDATION WESTERN OHIO | ||||||||
| 11 W MONUMENT AVE SUITE 101 | DAYTON | OH | 45402 | 310920600 | 501(C)(3) | $12,600 | COMMUNITY GRANTS | |
| EPILEPSY FOUNDATION WESTERN WISCONSIN | ||||||||
| 1812 BRACKETT AVE STE 5 SUITE 5 | EAU CLAIRE | WI | 547014677 | 391372185 | 501(C)(3) | $5,500 | COMMUNITY GRANTS | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 48 | Total501c3OrgCnt |
| Total Other Org | 5 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| PENRY TRAVEL FUND | 56 | $14,681 |
| PATIENT ASSISTANCE FUND | 21 | $7,130 |
| TRAVEL STIPEND - SHARK TANK | 4 | $19,000 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION GENERALLY REQUIRES DOCUMENTATION OF EXPENDITURES AND ACHIEVEMENT OF GOALS OF GRANT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PHILIP M GATTONE | ||||||||||||||
| PRESIDENT/CEO | $245,193 | $0 | $0 | $0 | $0 | $0 | $17,164 | $0 | $16,797 | $0 | $279,154 | $0 | $0 | $0 |
| ANGELA OSTROM | ||||||||||||||
| VP OF LEGAL & ADVISORY | $162,252 | $0 | $0 | $0 | $0 | $0 | $11,358 | $0 | $17,487 | $0 | $191,097 | $0 | $0 | $0 |
| JANICE M BUELOW | ||||||||||||||
| VP OF PROGRAMS & RESEARCH | $146,827 | $0 | $0 | $0 | $0 | $0 | $10,278 | $0 | $6,352 | $0 | $163,457 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $455,843 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Cars And Other Vehicles CarsAndOtherVehiclesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 106 | ContributionCnt |
| Noncash Contributions Rpt F990 | $37,998 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 10 | ContributionCnt |
| Noncash Contributions Rpt F990 | $110,497 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, COLUMN (B): | THE AMOUNTS IN COLUMN (B) REPRESENT THE NUMBER OF CONTRIBUTIONS THE ORGANIZATION RECEIVED DURING THE YEAR. |
| PART I, LINE 32B: | A SEPARATE COMPANY COLLECTS AND SELLS CARS THAT ARE DONATED TO THE ORGANIZATION. THIS ORGANIZATION THEN REMITS THE FUNDS RECEIVED FROM THE SALE OF THESE VEHICLES TO EFA. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 WAS PREPARED BY THE OUTSIDE ACCOUNTANTS AND AN ELECTRONIC COPY OF THE DRAFT FORM 990 WAS SENT TO ALL BOARD MEMBERS FOR QUESTIONS, COMMENTS, OR CHANGE REQUESTS. WHEN CHANGES ARE MADE, THE ORGANIZATION RESENDS THE FINAL COPY TO ALL BOARD MEMBERS BEFORE FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE EPILEPSY FOUNDATION HAS A CONFLICT OF INTEREST POLICY AS PART OF ITS CODE OF ETHICS THAT IS SHARED WITH ALL VOLUNTEERS, BOARD, EMPLOYEES AND AFFILIATES. BOARD MEMBERS AND STAFF ANNUALLY COMPLETE A WRITTEN CONFLICT OF INTEREST DISCLOSURE STATEMENT, WHICH IS KEPT ON FILE AT FOUNDATION HEADQUARTERS. FOUNDATION POLICY REQUIRES ANYONE WITH A CONFLICT OF INTEREST TO REVEAL THE CONFLICT DURING ANY DISCUSSIONS, DECISIONS, OR ACTIONS THAT TAKE PLACE IN WHICH A CONFLICT MAY ARISE, AND TO RECUSE HIM OR HERSELF FROM THE DECISION-MAKING OR ACTION TAKEN. THE EXECUTIVE COMMITTEE MAINTAINS AND REVIEWS THE CONFLICT OF INTEREST DISCLOSURE STATEMENTS FROM BOARD MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EPILEPSY FOUNDATION'S EXECUTIVE COMMITTEE SETS COMPENSATION FOR THE PRESIDENT & CEO OF THE FOUNDATION AND REVIEWS AND APPROVES ALL COMPENSATION FOR VICE PRESIDENTS (KEY EMPLOYEES). THE CEO IS HIRED AND COMPENSATION TERMS ARE SET BY CONTRACT WHICH HAS BEEN DEVELOPED BY THE EXECUTIVE COMMITTEE OF THE BOARD. THE EXECUTIVE COMMITTEE IS MADE UP OF EPILEPSY FOUNDATION OFFICERS AND BOARD MEMBERS, ALL WHO ARE VOLUNTEERS, AND INCLUDES THE CEO AS A NONVOTING MEMBER ONLY. DURING THE PROCESS FOR CONTRACT DETERMINATION, THE CEO IS RECUSED FROM ALL MEETINGS OF THE EXECUTIVE COMMITTEE THAT CONCERN HIS CONTRACT TERMS. THE CHAIR OF THE FOUNDATION NEGOTIATES THE TERMS OF THE CONTRACT WITH THE CEO UNDER THE DIRECTION AND WITH APPROVAL OF TERMS ESTABLISHED BY THE EXECUTIVE COMMITTEE OF THE BOARD. IN ORDER TO DETERMINE AN APPROPRIATE SALARY AND COMPENSATION, THE EXECUTIVE COMMITTEE REVIEWS COMPARABLE DATA FROM THE WASHINGTON, DC METRO AREA FOR THE CEO POSITION, AS WELL AS DATA FROM THE NATIONAL HEALTH COUNCIL ON COMPENSATION OF CEOS FOR COMPARABLY SIZED AND SIMILARLY SITUATED NONPROFIT ENTITIES. SOURCES REVIEWED AT LAST CONTRACT NEGOTIATION FOR THE CEO INCLUDED THE NATIONAL HEALTH COUNCIL SURVEY DATA, THE AMERICAN SOCIETY OF ASSOCIATION EXECUTIVES SURVEY FOR THE WASHINGTON, DC METRO AREA, DATA FROM THE AMERICAN RESEARCH COMPANY'S GENERAL SURVEY, AND HEALTH AND DISEASE SEGMENT FOR ALL GEOGRAPHY, FOR THE DC METRO AREA. BASED UPON THIS DATA, A SALARY RANGE IS DETERMINED FOR THE CEO POSITION. MINUTES OF THE EXECUTIVE COMMITTEE DELIBERATIONS AND ACTION CONCERNING COMPENSATION ARE KEPT AT THE FOUNDATION'S HEADQUARTERS OFFICE. IN ADDITION, THE SIGNED CONTRACT SETTING SALARY AND COMPENSATION AND ALL TERMS OF EMPLOYMENT FOR CEO ARE MAINTAINED IN THE FOUNDATION'S HEADQUARTERS RECORDS. DOCUMENTATION OF THE DATA SOURCES, THE COMPARATIVE EVALUATIONS MADE, AND THE RESULTS OF THE EXECUTIVE COMMITTEE DELIBERATIONS, AND MINUTES OF MEETINGS DURING EXECUTIVE SESSION ARE ALSO INCLUDED IN THESE FILES. ANNUAL REVIEW OF CEO PERFORMANCE IS DONE BY THE EXECUTIVE COMMITTEE IN EXECUTIVE SESSION (WITHOUT THE CEO BEING PRESENT), WITH A FORMAL WRITTEN REVIEW REQUIRED. THIS PERFORMANCE REVIEW SERVES AS THE BASIS FOR AN ANNUAL BONUS FOR THE CEO, IF ANY, WITHIN THE TERMS OF THE CEO CONTRACT. THE LAST COMPENSATION REVIEW TOOK PLACE AFTER APRIL 11, 2015. THE CEO IS RESPONSIBLE FOR HIRING AND COMPENSATION OF ALL EMPLOYEES OF THE FOUNDATION, INCLUDING KEY EMPLOYEES (VICE PRESIDENTS). NO KEY EMPLOYEE OTHER THAN THE CEO PARTICIPATES IN THE EXECUTIVE COMMITTEE'S COMPENSATION REVIEW OF THE VICE PRESIDENTS (KEY EMPLOYEES) OF THE FOUNDATION, AND THE CEO IS ASKED TO RECUSE HIMSELF DURING THE EXECUTIVE SESSION MEETING. DOCUMENTATION OF THE MATERIALS REVIEWED AND DISCUSSION IS MAINTAINED BY CHAIR OF EXECUTIVE COMMITTEE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE EPILEPSY FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | CONSULTANTS & OTHER: PROGRAM SERVICE EXPENSES 1,998,158. MANAGEMENT AND GENERAL EXPENSES 70,708. FUNDRAISING EXPENSES 273,469. TOTAL EXPENSES 2,342,335. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -265,425. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|
| EPILEPSY FOUNDATION OF AMERICA (UTAH) LLC | |||||||
| 8301 PROFESSIONAL PLACE | LANDOVER | MD | 20785 | 520856660 | OVERCOME CHALLANGES CREATED BY EPILEPSY | DE | EPILEPSY FOUNDATION OF AMERICA |
| EPILEPSY FOUNDATION OF AMERICA (OKLAHOMA) LLC | |||||||
| 520856660 | OVERCOME CHALLANGES CREATED BY EPILEPSY | DE | EPILEPSY FOUNDATION OF AMERICA | ||||
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EPILEPSY RESEARCH FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8301 PROFESSIONAL PLACE | AddressLine1Txt |
| City | LANDOVER | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 207852237 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 562369930 | EIN |
| Primary Activities | RESEARCH | PrimaryActivitiesTxt |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 11, TYPE I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EPILEPSY FOUNDATION OF AMERICA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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