NMDP FOUNDATION: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- NMDP FOUNDATION (EIN 41-1704734)
- Tax period
- 2014-10-01 to 2015-09-30
- Filed
- 2016-06-10
- IRS object ID
- 201601629349300115
- Schema version
- 2014v6.0
- 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 D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-06-10T10:37:29-05:00 | ReturnTs |
| Tax Period End | 2015-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Grant Thornton LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 E Wisconsin Ave | AddressLine1Txt |
| City | Milwaukee | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 411704734 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Be The Match Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % AMY RONNEBERG | InCareOfNm |
| Business Name Control | BTMF | BusinessNameControlTxt |
| Phone | 7634068700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 N 5th St | AddressLine1Txt |
| City | Minneapolis | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 554011206 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AMY RONNEBERG | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 7634068700 | PhoneNum |
| Signature | 2016-06-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Daniel V Romano | PreparerPersonNm |
| PTIN | P00504182 | PTIN |
| Phone | 4142898200 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | Joy King | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 N 5th st | AddressLine1Txt |
| City | minneapolis | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 554011206 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $14,248,932 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.bethematch.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1992 | FormationYr |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Activity Or Mission | Support of the National Marrow Donor Program whose mission is to save lives through cellular therapy. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 29 | TotalEmployeeCnt |
| Total Volunteers | 1568 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $12,186,514 | PYContributionsGrantsAmt |
| CY Contributions Grants | $12,002,986 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $487,703 | PYInvestmentIncomeAmt |
| CY Investment Income | $666,333 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$427,459 | PYOtherRevenueAmt |
| CY Other Revenue | -$409,449 | CYOtherRevenueAmt |
| PY Total Revenue | $12,246,758 | PYTotalRevenueAmt |
| CY Total Revenue | $12,259,870 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $8,722,619 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $11,084,571 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,919,368 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,792,061 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $335,053 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $361,615 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,229,162 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,279,585 | PYOtherExpensesAmt |
| CY Other Expenses | $1,129,002 | CYOtherExpensesAmt |
| PY Total Expenses | $13,256,625 | PYTotalExpensesAmt |
| CY Total Expenses | $15,367,249 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,009,867 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$3,107,379 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $22,892,671 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,677,503 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,221,417 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,666,515 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $19,671,254 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $16,010,988 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | BE THE MATCH FOUNDATION'S (BTMF) MISSION IS "DELIVERING CURES FOR BLOOD CANCERS". EVERY THREE MINUTES IN THE U.S., SOMEONE IS DIAGNOSED WITH A BLOOD CANCER LIKE LEUKEMIA. THANKS TO YOU - OUR COMMUNITY OF DONORS, VOLUNTEERS, HEALTH CARE PROFESSIONALS, RESEARCHERS AND FINANCIAL SUPPORTERS - MORE PATIENTS EVERY YEAR ARE RECEIVING THE LIFE-SAVING MARROW OR CORD BLOOD TRANSPLANT THEY NEED. EVERY THREE MINUTES IN THE U.S., SOMEONE IS DIAGNOSED WITH A BLOOD CANCER. AND 70 PERCENT DO NOT HAVE A DONOR IN THEIR FAMILY. THEY DEPEND ON BE THE MATCH TO FIND THEIR LIFE-SAVING MATCH. AS THE WORLD'S LEADING NONPROFIT ORGANIZATION FOCUSED ON SAVING LIVES THROUGH MARROW AND CORD BLOOD TRANSPLANTATION, BE THE MATCH CONTINUES TO IMPROVE ACCESS TO TRANSPLANT BY LEADING EFFORTS TO REMOVE BARRIERS TO TREATMENT AND STRENGTHEN OUR ABILITY TO MEET THE GROWING NEED. THANKS TO YOUR SUPPORT, WE CONTINUE TO: - FACILITATE MORE MARROW AND CORD BLOOD TRANSPLANTS EVERY YEAR - GROW AND MANAGE THE WORLD'S LARGEST AND MOS | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $4,615,683 | ExpenseAmt |
| Grant | $4,615,683 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | Recruitment - In FY 2015, we added 537,000 new potential donors, of which 50 percent identified as people of color. We have more than 13.5 million potential donors and more than 225,000 cord blood units on the Be The Match Registry, and access to nearly 27 million potential donors and more than 680,000 cord blood units worldwide. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,374,986 | ExpenseAmt |
| Grant | $3,374,986 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | Patient assistance - BTMF's search assistance program (SAF) is a pre-transplant grant program that provides guarantees of payment for search and/or procurement costs, enabling patients to proceed to search without delays caused by financial and/or insurance barriers. This fiscal year 568 patients were approved for SAF awards with the awards granted to transplant centers on behalf of patients. Related search assistance program is a pre-transplant grant that pays for the typing of first degree relatives. Since the full network rollout in March 2015, the grant has helped 138 patients pay for the typing of 341 first degree relatives. The transplant support assistance is a post-transplant grant program that provides direct financial assistance to families in financial need, to help with uncovered post-transplant expenses, such as food, ground transportation, lodging, co-pays, and insurance premiums. This year 1,411 patient awards were granted with the average grant award being $1,451. The donor assistance program helps donors that will suffer a hardship when they take time off work to make a donation. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,749,577 | ExpenseAmt |
| Grant | $2,749,577 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | Research - Research-driven innovations make transplants a viable treatment for more patients. Funding clinical trials, both pediatric and adult, continues to be a priority, giving doctors new tools that impact a patient's survival rate as well as his or her quality of life. Research is conducted in hope of creating better cellular transplant therapies for survival and quality of life. BTMF helps cover a portion of the research scholar grants, and during FY 2015, Seven Amy Manasevit research scholars as well as collaborative work done by a team of researchers at the Anthony Nolan Trust performed work related to these research efforts. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,184,308 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $344,325 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $11,924,554 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (true) | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 1420 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 29 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| 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 | CO | 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 | 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 | ME | 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 | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | 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 | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | 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 | AMY RONNEBERG | PersonNm |
| Phone | 7634068694 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 N 5TH ST | AddressLine1Txt |
| City | Minneapolis | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 554011206 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| Jiro Okochi | |||||||||
| Chair | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Joseph Loughran | |||||||||
| Vice Chair | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Bruce Schmaltz | |||||||||
| Director/Treas. - Thru 3/2015 | 4.0 | 36.0 | Yes (X) | $0 | $177,790 | $36,871 | Yes (X) | ||
| Anne McGeorge | |||||||||
| Director/Treas. - As of 3/2015 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| James Kwiatkowski | |||||||||
| Secretary | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Lynn Abrahamsen | |||||||||
| Director | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Jeffrey Chell MD | |||||||||
| Director/CEO | 2.0 | 38.0 | Yes (X) | $0 | $1,089,698 | $42,273 | Yes (X) | ||
| Dennis Confer MD | |||||||||
| Director/CMO - Thru 9/2015 | 1.0 | 39.0 | Yes (X) | $0 | $484,635 | $51,210 | |||
| Scot Housh | |||||||||
| Director - As of 4/2015 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Roger Paschke | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| William Pomeroy | |||||||||
| Director | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Anthony Prioletti | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Richard Rieger | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Michael Rose | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Robert W Sit | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Amy Ronneberg | |||||||||
| Chief Financial Officer | 2.0 | 38.0 | $0 | $314,870 | $27,263 | Yes (X) | |||
| Christine Fleming | |||||||||
| President - Thru 8/2015 | 35.0 | 5.0 | $368,772 | $0 | $35,720 | Yes (X) | |||
| Tiffany Friesen | |||||||||
| Development Dir., Major Gifts | 40.0 | 0.0 | $113,003 | $0 | $22,756 | Yes (X) | |||
| Angela Dahl | |||||||||
| Corporate Relations Director | 40.0 | 0.0 | $101,240 | $0 | $13,444 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $583,015 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $2,066,993 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $229,537 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| OP3 INC | |||||
| 4 MEADOW ROAD UNIT 3 | PROVINCETOWN | MA | 02657 | Walk Run coordinate | $499,439 |
| MAL WARWICK ASSOCIATES | |||||
| 2550 NINTH STREET SUITE 103 | BERKELEY | CA | 94710 | Program support | $287,788 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $2,198,739 | FundraisingAmt |
| Related Organizations | $3,876,311 | RelatedOrganizationsAmt |
| All Other Contributions | $5,927,936 | AllOtherContributionsAmt |
| Noncash Contributions | $334,344 | NoncashContributionsAmt |
| Total Contributions | $12,002,986 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $292,503 | TotalRevenueColumnAmt |
| Exclusion | $292,503 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,317,540 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $943,710 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $373,830 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $373,830 | TotalRevenueColumnAmt |
| Exclusion | $373,830 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $624,703 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $2,198,739 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $1,039,802 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$415,099 | TotalRevenueColumnAmt |
| Exclusion | -$415,099 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $11,200 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $5,550 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,650 | TotalRevenueColumnAmt |
| Exclusion | $5,650 | ExclusionAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,259,870 | TotalRevenueColumnAmt |
| Exclusion | $256,884 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,709,585 | TotalAmt |
| Program Services | $7,709,585 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,374,986 | TotalAmt |
| Program Services | $3,374,986 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $422,966 | TotalAmt |
| Program Services | $190,335 | ProgramServicesAmt |
| Management And General | $211,483 | ManagementAndGeneralAmt |
| Fundraising | $21,148 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,886,215 | TotalAmt |
| Program Services | $459,270 | ProgramServicesAmt |
| Management And General | $328,222 | ManagementAndGeneralAmt |
| Fundraising | $1,098,723 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,223 | TotalAmt |
| Program Services | $24,573 | ProgramServicesAmt |
| Management And General | $17,439 | ManagementAndGeneralAmt |
| Fundraising | $44,211 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $246,266 | TotalAmt |
| Program Services | $55,580 | ProgramServicesAmt |
| Management And General | $117,289 | ManagementAndGeneralAmt |
| Fundraising | $73,397 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150,391 | TotalAmt |
| Program Services | $37,500 | ProgramServicesAmt |
| Management And General | $37,695 | ManagementAndGeneralAmt |
| Fundraising | $75,196 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,629 | TotalAmt |
| Management And General | $30,629 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $361,615 | TotalAmt |
| Fundraising | $361,615 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,608 | TotalAmt |
| Management And General | $9,608 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $430,891 | TotalAmt |
| Program Services | $850 | ProgramServicesAmt |
| Management And General | $56,428 | ManagementAndGeneralAmt |
| Fundraising | $373,613 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,636 | TotalAmt |
| Program Services | $490 | ProgramServicesAmt |
| Management And General | $1,539 | ManagementAndGeneralAmt |
| Fundraising | $607 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $218,928 | TotalAmt |
| Program Services | $17,636 | ProgramServicesAmt |
| Management And General | $185,209 | ManagementAndGeneralAmt |
| Fundraising | $16,083 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,628 | TotalAmt |
| Management And General | $35,628 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $185,173 | TotalAmt |
| Program Services | $46,293 | ProgramServicesAmt |
| Management And General | $79,277 | ManagementAndGeneralAmt |
| Fundraising | $59,603 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $151,118 | TotalAmt |
| Program Services | $7,156 | ProgramServicesAmt |
| Management And General | $48,496 | ManagementAndGeneralAmt |
| Fundraising | $95,466 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,523 | TotalAmt |
| Management And General | $17,523 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,475 | TotalAmt |
| Management And General | $11,475 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REGISTRATIONS AND MEMBERSHIPS | Desc |
| Total | $35,393 | TotalAmt |
| Program Services | $300 | ProgramServicesAmt |
| Management And General | $25,593 | ManagementAndGeneralAmt |
| Fundraising | $9,500 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,367,249 | TotalAmt |
| Program Services | $11,924,554 | ProgramServicesAmt |
| Management And General | $1,213,533 | ManagementAndGeneralAmt |
| Fundraising | $2,229,162 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,149,378 | BOYAmt |
| EOY | $3,906,916 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $699,203 | BOYAmt |
| EOY | $441,092 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,295 | BOYAmt |
| EOY | $879 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,458 | BOYAmt |
| EOY | $24,012 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $142,416 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $137,006 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,934 | BOYAmt |
| EOY | $5,410 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,127,912 | BOYAmt |
| EOY | $13,271,461 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $872,491 | BOYAmt |
| EOY | $1,027,733 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,892,671 | BOYAmt |
| EOY | $18,677,503 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,748,006 | BOYAmt |
| EOY | $2,108,861 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $473,411 | BOYAmt |
| EOY | $557,654 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,221,417 | BOYAmt |
| EOY | $2,666,515 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,519,917 | BOYAmt |
| EOY | $9,899,286 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,151,337 | BOYAmt |
| EOY | $6,111,702 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,671,254 | BOYAmt |
| EOY | $16,010,988 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,892,671 | BOYAmt |
| EOY | $18,677,503 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$3,107,379 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$552,887 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
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 | $12,777,812 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,317,653 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,613,895 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,186,514 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,002,986 | CurrentTaxYearAmt |
| Total | $63,898,860 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,777,812 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,317,653 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,613,895 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,186,514 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,002,986 | CurrentTaxYearAmt |
| Total | $63,898,860 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $23,037,796 | SubstantialContributorsTotAmt |
| Public Support Total170 | $40,861,064 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $187,400 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $156,082 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $345,680 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $329,449 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $292,503 | CurrentTaxYearAmt |
| Total | $1,311,114 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $789,830 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $574,521 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $664,549 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $591,817 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $635,903 | CurrentTaxYearAmt |
| Total | $3,256,620 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $68,466,594 | TotalSupportAmt |
| Public Support CY170 | 0.59680 | PublicSupportCY170Pct |
| Public Support PY170 | 0.57536 | 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 D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp | |
| Land | LandGrp | |
| Buildings | BuildingsGrp |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $105,141 | OtherCostOrOtherBasisAmt |
| Depreciation | $102,644 | DepreciationAmt |
| Book Value | $2,497 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $32,280 | OtherCostOrOtherBasisAmt |
| Depreciation | $29,367 | DepreciationAmt |
| Book Value | $2,913 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,995 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,995 | DepreciationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $5,410 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| FUND HELD BY MINNEAPOLIS FDN | $1,026,558 |
| LEASE DEPOSITS | $1,175 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,027,733 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
| Total Liability | $0 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Endowment Funds | Schedule D, Part V BTMF has reflected temporarily restricted net assets in Schedule D, Part V in the past, but they are not true endowments per the definition under SFAS 117. As such, Part V will no longer be completed for these assets. |
| Organization's Liability for Uncertain Tax Positions Under ASC 740 | Schedule D, Part X, Line 2 THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT THE PROGRAM AND BTMF ARE TAX EXEMPT ORGANIZATIONS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE NOT-FOR-PROFIT STATUS OF THE PROGRAM AND BTMF ARE CONSIDERED TAX POSITIONS UNDER FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) 740, INCOME TAXES. THE ORGANIZATION FOLLOWS THE ACCOUNTING STANDARDS FOR CONTINGENCIES IN EVALUATING UNCERTAIN TAX POSITIONS. THIS GUIDANCE PRESCRIBES RECOGNITION THRESHOLD PRINCIPLES FOR THE FINANCIAL STATEMENT RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. NO LIABILITY HAS BEEN RECOGNIZED BY THE ORGANIZATION FOR UNCERTAIN TAX POSITIONS AS OF SEPTEMBER 30, 2015 OR 2014. THE ORGANIZATION'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. THE TAX RETURNS FOR THE CURRENT YEAR AS WELL AS FISCAL YEARS 2012 THROUGH 2014 ARE OPEN TO EXAMINATION BY FEDERAL AUTHORITIES. |
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 Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | 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 |
|---|---|---|---|---|---|---|---|---|
| BlackbaudConvio Inc | ||||||||
| 11501 Domain Drive Suite 200 | Austin | TX | 78758 | Fundraising consultant | false | $0 | $65,977 | $0 |
| Mal Warwick Associates | ||||||||
| 2550 Ninth Street Suite 103 | Berkeley | CA | 947102516 | Fundraising consultant | false | $0 | $287,788 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $0 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $353,765 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $0 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DE | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | ID | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | IN | LicensedStatesCd |
| Licensed States | IA | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | 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 | MO | LicensedStatesCd |
| Licensed States | MT | LicensedStatesCd |
| Licensed States | NE | LicensedStatesCd |
| Licensed States | NV | 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 | SD | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | TX | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WY | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | LLH golf event | Event1Nm |
| Gross Receipts Event1 | $584,589 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $472,450 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $112,139 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $23,333 | CashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $10,522 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $11,488 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $67,128 | OtherDirectExpensesEvent1Amt |
| Event2 | Mpls Gala | Event2Nm |
| Gross Receipts Event2 | $411,577 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $320,862 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $90,715 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $33,697 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $55,707 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $7,246 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $29,124 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 19 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $1,827,276 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $1,405,427 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $421,849 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $235,100 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $34,344 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $27,623 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $504,490 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $2,823,442 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $2,198,739 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $624,703 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $23,333 | CashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $279,319 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $101,539 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $34,869 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $600,742 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $1,039,802 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$415,099 | NetIncomeSummaryAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| LIST OF TEN HIGHEST PAID FUNDRAISERS | SCHEDULE G, PART I, LINE 2B (I) NAME OF FUNDRAISER: Blackbaud/CONVIO, INC. (I) ADDRESS OF FUNDRAISER: 11501 DOMAIN DRIVE SUITE 200, AUSTIN, TX 78758 (I) NAME OF FUNDRAISER: MAL WARWICK & ASSOCIATES (I) ADDRESS OF FUNDRAISER: 2550 NINTH STREET, SUITE 103, BERKELEY, CA 94710-2516 |
| Gross Receipts from Fundraisers | PART I, LINE 2B, COLUMN (IV) THE GROSS RECEIPTS FROM THE ACTIVITY THAT BOTH BLACKBAUD/CONVIO & MAL WARWICK ASSIST OUR ORGANIZATION ON ARE NOT ABLE TO BE SEPARATELY REPORTED. BLACKBAUD/CONVIO IS NECESSARY FOR ALL OUR ONLINE GIFTS, WHILE MAL WARWICK WORKS ON ALL OUR DIRECT MAIL AND ONLINE GIVING APPEALS. THE WORK OF THESE ORGANIZATIONS AIDS IN MANY OF OUR FUNDRAISING INITIATIVES THROUGHOUT OUR FISCAL YEAR. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (15 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| National Marrow Donor Program | |||||||
| 500 N 5th St | Minneapolis | MN | 55401 | 840865803 | 501(c)(3) | $4,200,000 | Donor recruitment |
| National Marrow Donor Program | |||||||
| 500 N 5th St | Minneapolis | MN | 55401 | 840865803 | 501(c)(3) | $2,764,577 | Research scholar program |
| National Marrow Donor Program | |||||||
| 500 N 5th St | Minneapolis | MN | 55401 | 840865803 | 501(c)(3) | $273,765 | various NMDP programs |
| Kashi Clinical Laboratories Inc | |||||||
| 10101 SW Barbur Blvd | Portland | OR | 97219 | $43,440 | Donor Recruitment | ||
| LabCorp | |||||||
| 531 South Spring St | Burlington | NC | 27215 | $10,900 | Donor Recruitment | ||
| Central Indiana Regional Blood Center | |||||||
| 3450 N Meridian St | Indianapolis | IN | 46208 | 350991629 | 501(C)(3) | $99,049 | Donor Recruitment |
| Michigan Blood | |||||||
| PO Box 1704 | Grand Rapids | MI | 49501 | 381550001 | 501(C)(3) | $50,250 | Donor Recruitment |
| Lifesource | |||||||
| 5505 Pearl St | Rosemont | IL | 60018 | 363492969 | 501(C)(3) | $64,031 | Donor Recruitment |
| Gulf Coast Regional Blood Center | |||||||
| 1400 La Concha Ln | Houston | TX | 77054 | 741809687 | 501(C)(3) | $16,794 | Donor Recruitment |
| Scott & White Clinic | |||||||
| 2401 South 31st St | Temple | TX | 76508 | 741102733 | 501(C)(3) | $5,730 | Donor Recruitment |
| Community Blood Centers of South Florida | |||||||
| 1221 NW 13th St | Gainesville | FL | 32601 | 591545914 | 501(C)(3) | $9,928 | Donor Recruitment |
| The Johns Hopkins Hospital | |||||||
| PO Box 418297 | Boston | MA | 02241 | 520591656 | 501(C)(3) | $12,069 | Donor Recruitment |
| New York Blood Center | |||||||
| 310 East 67th St | New York | NY | 10065 | 131949477 | 501(C)(3) | $82,616 | Donor Recruitment |
| Blood Assurance | |||||||
| 705 East Fourth St | Chattanooga | TN | 37403 | 620842419 | 501(C)(3) | $18,815 | Donor Recruitment |
| City of Hope National Medical Center | |||||||
| 1500 East Duarthe Rd | Duarthe | CA | 91010 | 951683875 | 501(C)(3) | $39,001 | Donor Recruitment |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 11 | Total501c3OrgCnt |
| Total Other Org | 2 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt |
|---|---|---|---|
| Patient Search Assistance Funds | 706 | $1,307,228 | $0 |
| Patient Post Transplant Support Assistance | 1411 | $2,007,025 | $0 |
| Donor Assistance | 124 | $60,733 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Procedure for Monitoring the Use of Grant Funds Inside U.S. | FormAndLineReferenceDesc |
| Explanation | Schedule I, Part I, Line 2 The National Marrow Donor Program (NMDP) makes payments to and has contractual agreements with the recruitment typing labs and research organizations that BTMF helps support. NMDP monitors these agreements and payments. NMDP fosters and maintains the long-standing relationships with the various labs tasked with typing our new recruits. NMDP works closely with the research scholars from the grant award application to the end of the project. Patient grants are tracked in our custom built system. Patient search assistance grants are awarded through BTMF. Patients apply for pre- and post-transplant support grants through patient and health professional services, a department within NMDP, who reviews applications weekly, determines the grant needs based on the preliminary registry search and transplant center criteria. The pre-transplant grants are awarded to cover potentially uninsured donor search assistance funds, and checks are written directly to transplant centers (organizations). The patient post-transplant grants are awarded to the applicant based on financial need and are used to cover such items as uninsured costs, co-pays, food, lodging, and ground transportation. Payments are made directly to the patient/applicant (individual). Donor assistance checks are also awarded to the applicant based on financial needs and are used to offset having to take unpaid time off from work in order to donate. Payments are made directly to the donor (individual). Purpose of Grant Schedule I, Part II, Line 1(H) Donor recruitment refers to adding new donors to the registry. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Bruce Schmaltz | ||||||||||||||
| Director/Treas. - Thru 3/2015 | $0 | $144,387 | $0 | $17,855 | $0 | $15,548 | $0 | $11,138 | $0 | $25,733 | $0 | $214,661 | $0 | $0 |
| Jeffrey Chell MD | ||||||||||||||
| Director/CEO | $0 | $559,207 | $0 | $421,342 | $0 | $109,149 | $0 | $23,354 | $0 | $18,919 | $0 | $1,131,971 | $0 | $0 |
| Dennis Confer MD | ||||||||||||||
| Director/CMO - Thru 9/2015 | $0 | $342,240 | $0 | $71,534 | $0 | $70,861 | $0 | $23,354 | $0 | $27,856 | $0 | $535,845 | $0 | $15,234 |
| Amy Ronneberg | ||||||||||||||
| Chief Financial Officer | $0 | $249,513 | $0 | $40,000 | $0 | $25,357 | $0 | $23,354 | $0 | $3,909 | $0 | $342,133 | $0 | $0 |
| Christine Fleming | ||||||||||||||
| President - Thru 8/2015 | $267,049 | $0 | $57,859 | $0 | $43,864 | $0 | $23,354 | $0 | $12,366 | $0 | $404,492 | $0 | $12,791 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Health or Social Club Memberships | Schedule J, Part I, Line 1a BTMF provided for a social club membership for Christine Fleming. This membership was only used for the business purpose of cultivating contributors for BTMF. There was no personal use of this membership. |
| Top Management's Compensation | Schedule J, Part I, Line 3 BTMF uses NMDP's compensation committee which is charged with setting the compensation of NMDP's CEO. As reported on NMDP's Form 990, Schedule J, a compensation committee, independent compensation consultant, written employment contract, compensation survey or study, and approval by the board or compensation committee are all utilized when determining compensation. The NMDP bylaws state: "The compensation committee shall be comprised only of voting directors and shall include the chair of the board and at least one (1) non-officer board member as voting committee members. The compensation committee shall review and evaluate the overall compensation and benefit structure of the corporation and shall have such other authority and responsibilities as set forth in the compensation committee charter." The compensation committee charter states: "The compensation committee shall review and evaluate the overall compensation and benefit structure of the corporation. The compensation committee shall conduct the chief executive officer performance evaluation and make chief executive officer compensation and benefit recommendations to the executive committee. In making the chief executive officer's compensation and benefit recommendations, the committee shall utilize, among other things, comparability data for compliance with IRS immediate sanction rules. On a periodic basis, the compensation committee shall obtain comparability data from an independent compensation consultant. In addition, the compensation committee shall advise the chief executive officer in the evaluation and compensation of and benefits for senior corporation employees, as well as the president of any affiliate of the corporation reporting to the chief executive officer." |
| Supplemental Nonqualified Retirement plan | Schedule J, Part I, Line 4b The Organization offers its officers, vice presidents, and directors a 457(b) deferred compensation plan (the "Plan") created in accordance with applicable provisions of the Internal Revenue Code. The Plan permits employees to defer a portion of their salary until future years. The accumulated deferred compensation balance is not available to employees until termination, retirement, death, or unforeseeable emergency. All amounts of compensation deferred under the Plan, and all income attributable to those amounts, are (until paid or made available to the employee or other beneficiary) solely the property of the Organization, and the Organization has all the related rights of ownership (not restricted to the payment of benefits under the Plan), subject only to the claim of the Organizations general creditors. Participants rights under the Plan are equal to those of general creditors of the Organization in an amount equal to the fair market value of the deferred account for each participant. The related assets and liabilities are reported at fair market value based on quoted market prices and are included within deferred compensation funds and deferred compensation payable in the consolidated statements of financial position. The organization offers a supplemental benefit plan (the "supplemental Plan") for its officers, senior vice presidents and vice presidents. Each year, the Supplemental Plan contributes 14% of salary for the chief executive officer, 9% for other officers and senior vice presidents, and 4% for vice presidents. The Supplemental Plan is a flexible benefit plan allowing the Supplemental Plan participants to select from limited options, which include payment for spousal long-term care, and the balance as a contribution into the 457(b) deferred compensation plan (above) and/or an executive savings plan to supplement current basic and supplemental benefits. The executive savings plan replaced the capital accumulation plan effective January 1, 2013. All Supplemental Plan participants receive life insurance, disability salary continuation, long-term disability and long-term care insurance. The executive savings plan was created in accordance with applicable provisions of the Internal Revenue Code (IRC Sec 7702) whereby after-tax contributions into the plan accumulate without taxation and may be distributed without taxation using a combination of tax-free withdrawals and loans. The after-tax contributions into the executive savings plan accumulate tax-free and may be distributed without taxation on gains. Contributions will result in current income taxation. Plan balances are personally owned by the plan participants immediately and are not subject to a risk of forfeiture; as such, the plan assets are not recorded on the Organizations financial statements. The Supplemental Plan also provides for additional life insurance up to $750,000. Amounts paid in current year - 457(F) capital accumulation: - Dennis Confer $15,234 - Christine Fleming $12,791 |
| Non-Fixed Payments | Schedule J, Part I, Line 7 Employee discretionary bonus and incentive plan payments are determined each year as part of the performance evaluation completed by human resources in collaboration with the individual's manager. |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 30 | ContributionCnt |
| Noncash Contributions Rpt F990 | $23,668 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $949 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $59,334 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 6 | ContributionCnt |
| Noncash Contributions Rpt F990 | $22,786 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 176 | ContributionCnt |
| Noncash Contributions Rpt F990 | $36,638 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Gift cards | 313 | $136,290 | FMV |
| Yes (X) | Event tickets | 107 | $44,671 | FMV |
| Yes (X) | Jewelry | 18 | $10,008 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Use of Third Party to Solicit, Process, or Sell Non-Cash Contributions | FormAndLineReferenceDesc |
| Explanation | Schedule M, Part I, Line 32B BTMF uses Wells Fargo to receive stock sent and to sell that stock, which occurs shortly after receipt. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Other Program Services | Form 990, Part III, Line 4D BTMF fundraising staff partner with their National Marrow Donor Program colleagues on various initiatives important to both organizations. The related contributions are received at BTMF and then gifted to the NMDP (i.e. the annual council meeting). BTMF also allocated compensation & benefits and occupancy costs to program based on employee responsibilities. |
| Business Relationships | Form 990, Part VI, Line 2 The following individuals on the BTMF board of directors have a reportable business relationship: Bruce Schmaltz, Jeffrey Chell, and Dennis Confer (Mr. Schmaltz, Dr. Chell, and Dr. Confer were, respectively, an employee of, an officer of, and an officer of NMDP during tax year 2015). Members of Stockholders Form 990, Part VI, Line 6 National Marrow Donor Program is the sole corporate member of BTMF. Members or Stockholders Who May Elect And Approve Decisions Form 990, Part VI, Lines 7A & 7B The National Marrow Donor Program board elects the board of directors of BTMF and approves the actions of BTMF. |
| Form 990 Review Process | Form 990, Part VI, Line 11b The organization contracted with the outside public accounting firm, Grant Thornton LLP, to prepare the Form 990. Preparing the details and supporting reports for the return is a collaborative effort among a small group of individuals in the financial reporting & compliance area of finance, internal audit and human resources. That work is then reviewed by the Controller prior to sending to Grant Thornton LLP; the chief legal officer also reviews the compensation and governance sections prior to sending to grant thornton llp. Once a draft is received back from Grant Thornton LLP, it is reviewed by the staff that pulled the details together, Controller, Chief Legal Officer, Chief Financial Officer, and Executive Director of BTMF. A copy of the return is provided to the organization's Board of Directors prior to filing. |
| Conflict of Interest Policy Monitoring & Enforcement | Form 990, Part VI, Line 12c The Conflict of Interest Policy states the following: "All Members must disclose to the applicable Organization's Board of Directors or Executive Committee all conflicts of interest and reportable relationships, and must annually complete and submit the Conflict of Interest Questionnaire which is required by this Policy. Whenever in the course of events a Member's circumstances change such that the Member knows or has reason to believe that the Member may have an actual or perceived conflict of interest, such Member shall promptly disclose the potential conflict to the applicable Organization's Board of Directors or Executive Committee. For the purposes of this Article, a Member may formally disclose a conflict or reportable relationship to the Chief Executive Officer (CEO) of NMDP or the President of BTMF, as applicable, who shall inform the applicable Organization's Board of Directors or Executive Committee for resolution. As noted herein, if the potential conflict involves a Director, that Director shall not participate in or vote upon such matters until the question of the existence of the conflict of interest has been resolved in accordance with this Policy. Likewise, an officer or key employee may not become substantially involved in decision-making involving any covered litigation, contract or transaction until the resolution of the matter in accordance with this Policy. The existence of an actual or potential conflict of interest turns on the specific facts and circumstances in each case. If a Member has an interest which may conflict with those of NMDP and/or BTMF, he or she must immediately disclose the matters and discuss them fully and frankly with the applicable Organization's full Board or the Executive Committee, as set forth in detail below. A Member must not participate in any matter in which that the Member may have an actual or potential conflict of interest without the express approval of the applicable Organization's Board of Directors or its Executive Committee." |
| Process for Determining Compensation | Form 990, Part VI, Line 15a & 15b For purposes of the 990 and as President of BTMF, Christine Fleming is considered a key employee and reports directly to the NMDP CEO. The compensation of the BTMF President is reviewed, evaluated, and set in accordance with the NMDP Bylaws and Compensation Committee Charter. The NMDP Bylaws state: "The Compensation Committee shall be comprised only of Voting Directors and shall include the Chair of the Board and at least one (1) non-officer Board member as voting committee members. The Compensation Committee shall review and evaluate the overall compensation and benefit structure of the Corporation and shall have such other authority and responsibilities as set forth in the Compensation Committee Charter." The Compensation Committee Charter states: "The Compensation Committee shall review and evaluate the overall compensation and benefit structure of the Corporation. The Compensation Committee shall conduct the Chief Executive Officer performance evaluation and make Chief Executive Officer compensation and benefit recommendations to the Executive Committee. In making the Chief Executive Officer's compensation and benefit recommendations, the Committee shall utilize, among other things, comparability data for compliance with IRS Intermediate Sanction rules. On a periodic basis, the Compensation Committee shall obtain comparability data from an independent compensation consultant. In addition, the Compensation Committee shall advise the Chief Executive Officer in the evaluation and compensation of and benefits for senior corporation employees, as well as the President of any affiliate of the Corporation reporting to the Chief Executive Officer." |
| How Documents are Made Available to The Public | Form 990, Part VI, Line 19 The conflict of interest policy, articles of incorporation and consolidated audited financial statements and additional consolidating information are all made available to the public upon request. The consolidated audited financial statements are also available on our website. Summary financial statements are also included in our annual report, which is mailed to key stakeholders and posted on our website. Additionally, articles of incorporation are available at the MN Office of the Secretary of State, and consolidated audited financial statements may be obtained at the MN Office of the Attorney General. |
| Hours For Related Organization | FORM 990, PART VII, SECTION A, LINE 1A, COLUMN A THE HOURS LISTED ON THE 990 PART VII ARE BASED ON A 40 HOUR WEEK THAT THESE INDIVIDUALS DEVOTED TO NMDP and BTMF DURING THE YEAR. IT IS ESTIMATED THAT EMPLOYEES OF BTMF WORK APPROXIMATELY 40-50 HOURS IN TOTAL FOR BOTH NMDP and BTMF. THE HOURS LISTED FOR THE MEMBERS OF THE GOVERNING BODY REPRESENTS TIME DEVOTED TO BTMF BASED ON A 40 HOUR WEEK. FOR BTMF BOARD MEMBERS ALSO SERVING ON THE NMDP BOARD OF DIRECTORS, THE HOURS LISTED INDICATES TIME DEVOTED TO NMDP AND BTMF. |
| Change in Officers | Form 990, Part VII, Section A, Line 1A Bruce Schmaltz served as BTMF Board Treasurer and was the top financial official of BTMF until 03/03/15. Anne McGeorge was then elected BTMF Board Treasurer on 03/04/2015 and continues to serve as Treasurer. Amy Ronneberg, as the Chief Financial Officer, took on the role as the top financial official of BTMF and thus Anne McGeorge serves only in a director role for Form 990, Part VII purposes. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | National Marrow Donor Program | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 N 5th St | AddressLine1Txt |
| City | Minneapolis | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 554011206 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 840865803 | EIN |
| Primary Activities | transplants | PrimaryActivitiesTxt |
| Legal Domicile State | CO | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 09 | PublicCharityStatusTxt |
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
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