2016-08-12T13:41:00-05:00 2015-09-30 202153727 SB & Company LLC 200 International Circle Suite 5500 Hunt Valley MD 21030 990 2014-10-01 237448063 Lupus Foundation of America DCMDVA Chapter Inc LUPU 2023491173 2000 L Street NW No 305 Washington DC 20036 Katy Ahmed CEO 2023491173 2016-08-12 1 Monique Booker P00644231 4105840060 2016-08-12 2014 2016-12-15 16:53:06Z Katy Ahmed 2000 L Street NW No 305 Washington DC 20036 647268 0 X wwwlupusdmv.org X 1974 DC To serve the needs of those affected directly and indirectly by Lupus through education, support activities and research. 15 15 15 315 0 0 288721 240677 0 0 0 0 391549 353227 680270 593904 0 0 0 0 396798 381610 0 0 94835 305970 331132 702768 712742 -22498 -118838 104878 93947 274130 367781 -169252 -273834 To serve the needs of those affected directly and indirectly by Lupus through education, support activities and research. 0 0 391043 Public awareness and information dissemenation through symposium workshops and newsletter. 2833 Patient services providing support group meetings and physician referral services. 1419 1419 395295 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 13 0 15 1 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 DC MD VA X The Foundation Officers 2027875383 1319 F Street NW Suite 305 Washington DC 20004 John H Axley III Director 2.00 X 0 0 0 M Michelle Bradley Director 2.00 X 0 0 0 Sharon Christie Director 2.00 X 0 0 0 Ted Davies Director 2.00 X 0 0 0 Lori DeLorenzo Director 2.00 X 0 0 0 Kristin Dufrene Director 2.00 X 0 0 0 Pamela Greenberg Director 2.00 X 0 0 0 Marguerite Luter Director 2.00 X 0 0 0 Stephanie Lyons Director 2.00 X 0 0 0 Donald E Thomas Jr MD Director 5.00 X 0 0 0 Trevor Williams Director 2.00 X 0 0 0 Mario Marino Co-Chair 5.00 X 0 0 0 Arthur Weinstein MD Co-Chair 5.00 X 0 0 0 Dan Maffey Treasurer 5.00 X 0 0 0 Susan Bateson Secretary 3.00 X 0 0 0 Jessica Gilbart Employee - ED 40.00 X 94500 0 0 94500 0 0 0 0 0 0 0 240677 240677 406591 53364 353227 353227 593904 0 0 353227 123503 46463 42245 34795 235552 103131 93767 38654 22555 14175 8380 21034 6264 14770 8350 7500 850 49613 42567 4622 2424 83851 52637 24848 6366 9707 9707 3226 3226 Lupus Research 68701 68514 187 Equipment Rental 19526 19025 501 Bank and Transaction Fe 15354 3002 12352 51770 32017 16574 3179 712742 395295 222612 94835 10064 54856 75326 6250 16262 32841 31990 31990 3226 0 104878 93947 88498 142741 73807 137036 111825 88004 274130 367781 X -171083 -275481 1831 1647 -169252 -273834 104878 93947 -118838 14256 0 X X 0 1 X 0 0 X 477544 477810 329547 288721 240677 1814299 477544 477810 329547 288721 240677 1814299 108427 1705872 3 3 209 167 376 1814678 2067646 0.94000 0.99770 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 31990 31990 0 0 Loan payable - Lupus Foundation of America 80133 Deferred rent 2926 Accrued vacation 4945 88004 X 661524 14256 53364 67620 593904 0 593904 766106 53364 53364 712742 0 712742 Part X, Line 2: The Foundation is a nonprofit organization exempt from Federal income tax under Section 501(c)(3) of the Internal Revenue Code and is recognized as such by the Internal Revenue Service. Accounting principles generally accepted in the United States of America provide consistent guidance for the accounting for uncertainty in income taxes recognized in an entity's financial statements and prescribe a threshold of "more likely than not" for recognition of tax positions taken or expected to be taken in a tax return. The Foundation performed an evaluation of uncertain tax positions as of September 30, 2015, and determined that there were no matters that would require recognition in the financial statements or which may have any effect on its tax-exempt status. As of September 30, 2015, the statute of limitations for tax years 2011 through 2014 remains open with the U.S. Federal jurisdiction or the various states and local jurisdictions in which the Foundation files tax returns. It is the Foundation's policy to recognize interest and/or penalties related to uncertain tax positions, if any, in income tax expense. Part XI, Line 2d - Other Adjustments: Special Event Expenses 53,364. Part XII, Line 2d - Other Adjustments: Special Event Expenses 53,364. DC Walk 147065 147065 8223 MD Walk 44249 44249 17000 4 215277 215277 28141 406591 406591 53364 53364 353227 Form 990, Part VI, Section B, line 11 A copy of the Form 990 is sent out via e-mail by CEO and circulated to the Audit Committee. It is distributed to the Board electronically before their annual review of the audit. It is then distributed to the Board in printed format at that meeting and mailed to each board member who is not in attendance at that meeting along with a printed copy of the audit. Form 990, Part VI, Section B, line 12c New board members and staff are required to receive a copy of the conflict of interest policy and must sign a conflict of interest statement confirming that they have received the conflict of interest policy, are adhering to that policy and notifying the organization of any conflicts of interest. All board members and staff are required to sign the conflict of interest statements annually. Form 990, Part VI, Section B, line 15a The compensation of the organization's CEO is determined by the board which is run by the Board Chair. The board has a review process which they use to determine the CEO's compensation. Goals are set by the board and the CEO at the beginning of the fiscal year. If there is a bonus arrangement then it is set using those goals. Periodic review of the goals is done by the CEO and Board Chair together during the year. After the conclusion of the fiscal year, a performance review is done by the board using the CEO's goals for the year. A self-evaluation by the CEO is prepared for use in that process. Comparative data is used to determine the amount of compensation increase. The Board Chair meets with the CEO to review their performance and discuss compensation. The CEO's bonus is a calculation based upon a formula which is documented in a bonus agreement between the board and the CEO. The Board Treasurer computes the figures and the Board Chair authorizes the payment of the bonus. No other officers are compensated. Form 990, Part VI, Section C, line 19 The Organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request. Form 990, Part XII, Line 2c: The process has not changed from prior year. Lupus Foundation of America Inc 2000 L Street NW Suite 710 Washington DC 20036 431131436 Lupus research & supporting services DC 501(c)(3) Line 7 N/A 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 Lupus Foundation of America E 80133 Lupus Foundation of America K 83851 FMV