VITAL STRATEGIES INC: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- VITAL STRATEGIES INC (EIN 22-3419667)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-16
- IRS object ID
- 201503209349315290
- Schema version
- 2014v5.0
- 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 F
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-16T19:03:18-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271728945 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | O'CONNOR DAVIES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 665 FIFTH AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223419667 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INTERNATIONAL UNION AGAINST TUBERCULOSIS | BusinessNameLine1Txt |
| Business Name Line2 | AND LUNG DISEASE INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INTE | BusinessNameControlTxt |
| Phone | 2125005724 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 61 BROADWAY NO 1720 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10006 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSE LUIS CASTRO | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2125005724 | PhoneNum |
| Signature | 2015-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GARRETT M HIGGINS | PreparerPersonNm |
| PTIN | P00543209 | PTIN |
| Phone | 2122862600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE UNION NORTH AMERICA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JOSE LUIS CASTRO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 61 BROADWAY NO 1720 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $37,264,065 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.THEUNION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1995 | FormationYr |
| Legal Domicile State | NJ | LegalDomicileStateCd |
| Activity Or Mission | THE UNION MISSION IS TO BRING INNOVATION, EXPERTISE, SOLUTIONS AND SUPPORT TO ADDRESS HEALTH CHALLENGES IN LOW-AND MIDDLE-INCOME POPULATIONS.VISIONHEALTH SOLUTIONS FOR THE POORVALUESQUALITY: WE DELIVER OUR SERVICES AND PRODUCTS TO THE HIGHEST POSSIBLE STANDARDS. ACCOUNTABILITY: WE ARE RESPONSIBLE STEWARDS OF RESOURCES AND DELIVER ON OUR COMMITMENTS.INDEPENDENCE: WE MAINTAIN THE FREEDOM TO PURSUE INNOVATION AND ARE GUIDED BY THE BEST EVIDENCE TO IMPROVE THE HEALTH OF THE POOR.SOLIDARITY: WE STAND TOGETHER AS ONE UNION TO OVERCOME THE GREATEST CHALLENGES TO IMPROVE HEALTH AMONG THE COMMUNITIES WE SERVE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 14 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $22,668,532 | PYContributionsGrantsAmt |
| CY Contributions Grants | $37,044,236 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $216,669 | CYProgramServiceRevenueAmt |
| PY Investment Income | $623 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,160 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,760 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $22,670,915 | PYTotalRevenueAmt |
| CY Total Revenue | $37,264,065 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $19,008,999 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $21,705,528 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,030,423 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,577,420 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,598,907 | PYOtherExpensesAmt |
| CY Other Expenses | $5,819,039 | CYOtherExpensesAmt |
| PY Total Expenses | $21,638,329 | PYTotalExpensesAmt |
| CY Total Expenses | $29,101,987 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,032,586 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $8,162,078 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $8,895,109 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,200,698 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $6,907,846 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,051,357 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,987,263 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $10,149,341 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE UNION BRINGS INNOVATION, EXPERTISE, SOLUTIONS AND SUPPORT TO ADDRESS HEALTH CHALLENGES IN LOW AND MIDDLE INCOME POPULATIONS. OUR VISION IS TO DEVELOP HEALTH SOLUTIONS FOR THE POOR. OUR VALUES INCLUDE:1. QUALITY: WE DELIVER OUR SERVICES AND PRODUCTS TO THE HIGHEST POSSIBLE STANDARDS.2. ACCOUNTABILITY: WE ARE RESPONSIBLE STEWARDS OF RESOURCES AND DELIVER ON OUR COMMITMENTS.3. INDEPENDENCE: WE MAINTAIN THE FREEDOM TO PURSUE INNOVATION, AND ARE GUIDED BY THE BEST EVIDENCE TO IMPROVE THE HEALTH OF THE POOR4. SOLIDARITY: WE STAND TOGETHER AS ONE UNION TO OVERCOME THE GREATEST CHALLENGES TO IMPROVE HEALTH AMONG THE COMMUNITIES WE SERVE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $25,260,550 | ExpenseAmt |
| Grant | $18,543,225 | GrantAmt |
| Desc | TOBACCO CONTROL PROGRAMTHE UNION HAS CONTRIBUTED TO BUILDING THE MOVEMENT FOR GLOBAL TOBACCO CONTROL THROUGH ITS FOCUS ON LEGISLATIVE AND POLICY OUTCOMES ACROSS MPOWER MEASURES, INNOVATION AND TOBACCO CONTROL SUSTAINABILITY. THE PERIOD HAS ALSO HIGHLIGHTED THE SIGNIFICANT IMPACT ON THE HEALTH AND WELL BEING OF COMMUNITIES THE PROGRAMME HAS ACHIEVED. THE UNION HAS MADE MAJOR STRIDES FORWARD IN THE PROMOTION AND ADOPTION OF FCTC COMPLIANT LEGISLATION AT NATIONAL LEVEL. IN 2013, RUSSIA PASSED THE LAW ON PROTECTING CITIZENS' HEALTH FROM THE IMPACT OF TOBACCO SMOKE AND CONSEQUENCES OF TOBACCO CONSUMPTION AND VIETNAM PASSED THE NATIONAL TOBACCO CONTROL LAW IN MAY OF THE SAME YEAR. AS PART OF THE GROWING MOMENTUM OF TOBACCO CONTROL ACROSS THE LATIN AMERICA REGION, THE CHILEAN CONGRESS APPROVED THE BAN ON SMOKING IN ALL PUBLIC PLACES AND ON ALL FORMS OF TOBACCO ADVERTISING AND IN JAMAICA THE PUBLIC HEALTH (TOBACCO CONTROL) REGULATION WAS PASSED IN JULY, 2013. THE UNION'S SUSTAINED EFFORTS IN BANGLADESH ALSO SAW THE PASSING OF THE SMOKING AND TOBACCO PRODUCTS USAGE BILL AMENDMENT WHICH EXPANDS SMOKING BANS TO COVER ALL PUBLIC FACILITIES AND WORKPLACES. THESE IMPRESSIVE GAINS WERE FURTHER BOLSTERED IN 2014 WITH THE GOVERNMENT OF MYANMAR PASSING THE SMOKE-FREE NATIONAL REGULATION IN MARCH AND BRAZIL PUBLISHING THE DECREE BANNING SMOKING IN PUBLIC PLACES IN JUNE. THE YEAR ALSO SAW THE NATIONAL HEALTH AND FAMILY PLANNING COMMISSION IN CHINA APPROVE THE DRAFT NATIONAL SMOKE-FREE LAW. SIGNIFICANT PROGRESS WAS ALSO ACHIEVED IN THE ADOPTION OF SMOKE-FREE LEGISLATION AT LOCAL LEVEL. THE MEXICAN STATES OF NUEVO LE N, JALISO, BAJA CALIFORNIA AND THE ISLAND OF COZUMEL, PASSED SMOKE-FREE LEGISLATION IN 2013 FOLLOWED BY OAXACA STATE PASSING THEIR LEGISLATION IN 2014. THESE LEGISLATIVE GAINS INCREASED WITH THE LANZHOU AND SHENZHEN SMOKE-FREE LAWS COMING INTO EFFECT IN EARLY 2014 AND THE REPUBLIC OF TATARSTAN IN RUSSIA ANNOUNCING A BAN ON THE SALE OF SMOKELESS TOBACCO PRODUCTS IN THE REGION IN DECEMBER. ADDITIONALLY, THE MAYORS ALLIANCE IN INDONESIA RESULTED IN 30 CITIES/DISTRICTS AND 6 PROVINCES ADOPTING SMOKE-FREE POLICIES BY THE CLOSE OF 2014. PERSISTENT, TARGETED EFFORTS HAVE GENERATED MAJOR OUTCOMES ACROSS MPOWER MEASURES AT NATIONAL LEVEL WITH GRAPHIC HEALTH WARNING (GHW) BILLS PASSED IN INDIA, THE PHILIPPINES, INDONESIA, AND NEPAL IN 2014. IN THE PHILIPPINES, THE GHW BILL SIGNED INTO LAW IN JULY, REQUIRES GHW TO COVER 50% OF THE DISPLAY AREA OF CIGARETTE PACKETS. THE BILL ALSO CONTAINS ADDITIONAL PROVISIONS INCLUDING A BAN ON MISLEADING DESCRIPTORS AND A REQUIREMENT THAT WARNINGS ARE NOT OBSTRUCTED WHEN DISPLAYED. IN OCTOBER, THE HEALTH MINISTER OF INDIA ANNOUNCED THAT THE NEW GHW WILL COVER 85% OF THE DISPLAY AREA OF TOBACCO PACKETS, AND NEPAL, WHICH PASSED THE GHW BILL IN DECEMBER, REQUIRES GHW TO COVER 90% OF THE DISPLAY AREA OF CIGARETTE PACKETS. AS A RESULT OF THESE CHANGES INDIA AND NEPAL NOW HAVE THE LARGEST GHWS REQUIREMENTS IN THE WORLD. PROGRESS WAS ALSO MADE IN INDONESIA WHERE THE GOVERNMENT REGULATION ON GHWS REQUIRES GHW TO COVER 40% OF CIGARETTE PACKETS. THESE INITIATIVES, BUILT ON THE 2013 ACHIEVEMENTS WHICH INCLUDED THE DEVELOPMENT OF THE GHW REGULATIONS IN VIETNAM AND THE LAW AMENDMENT IN BANGLADESH WHICH REQUIRES GHWS TO COVER 50% OF TOBACCO PACKETS. THE AMENDMENT ALSO EXTENDS THE EXISTING BAN ON ADVERTISING AND PROMOTION TO COVER POINT-OF-SALE DISPLAYS AND CORPORATE SOCIAL RESPONSIBILITY ACTIONS.VIETNAM AND THE PHILIPPINES. IN 2014, VIETNAM INCREASED EXCISE TAX ON TOBACCO FROM 65% OF THE EX-FACTORY PRICE TO 70% WHILST THE PHILIPPINES SIGNED THE SIN TAX REFORM BILL INTO LAW IN 2013. AFRICAN COUNTRIES HAVE ALSO INTRODUCED TOBACCO TAX MEASURES WITH NIGER INTRODUCING A 5% TAX INCREASE ON TOBACCO PRODUCTS AND CHAD INCREASING CIGARETTES PRICES BY 30% FOLLOWING THE DECISION BY THE GOVERNMENT IN 2014, NOT TO RENEW AN AGREEMENT PROVIDING TAX BENEFITS TO THE TOBACCO INDUSTRY. SUB-NATIONAL TOBACCO TAX INCREASES WERE IMPLEMENTED ACROSS INDIA WITH MIZORAM STATE, INCREASING VAT ON TOBACCO PRODUCTS FROM 13.5% TO 20% AND KERALA STATE RAISING TOBACCO TAXES BY 7.5%. THE VAT AMENDMENT BILL IN MADHYA PRADESH SAW VAT ON TOBACCO PRODUCTS INCREASE FROM 13 TO 27 PERCENT WHILST IN HIMACHAL PRADESH, VAT ON CIGARETTES INCREASED TO 36% IN 2013. THE UNION'S WORK IN TOBACCO CONTROL LEGISLATION AND POLICY HAS DEMONSTRATED PROVEN HEALTH BENEFITS. DURING THE HIGH LEVEL MINISTERIAL DELEGATION VISIT TO SCOTLAND, THE RUSSIAN MINISTER OF HEALTH PRESENTED THE LATEST FIGURES FROM THE RUSSIAN BUREAU OF STATISTICS WHICH SHOWED A 7% DECREASE IN SMOKING PREVALENCE SINCE THE PASSAGE OF THE NEW FEDERAL TOBACCO CONTROL LAW. IN CHINA, THE IMPACT OF SMOKE-FREE POLICIES ON HEALTH IS INCREASINGLY EVIDENCE-DRIVEN WITH RESEARCH BY TIANJIN CDC REVEALING A SIGNIFICANT REDUCTION IN ACUTE MYOCARDIAL INFARCTION AMONG HOSPITAL PATIENTS WHO WORK IN INDOOR AREAS. THE RESEARCH SHOWED THAT THE PERCENTAGE OF PATIENTS ADMITTED TO HOSPITAL WITH ACUTE MYOCARDIAL INFARCTION HAD REDUCED BY 26.8% IN THE PERIOD FROM 2010 TO 2013. NOTABLE IMPACT ON HEALTH WAS ALSO ACHIEVED AT SUB-NATIONAL LEVEL IN RUSSIA, ARGENTINA, AND THE PHILIPPINES. THE 2014 REPRESENTATIVE CROSS-SECTIONAL SURVEY CONDUCTED IN KRASNOYARSK SHOWED A 4% DECREASE IN SMOKING PREVALENCE FOLLOWING THE INTRODUCTION OF SMOKE-FREE MEASURES THE PREVIOUS YEAR. THE 2013 NATIONAL NUTRITION AND HEALTH SURVEY IN THE PHILIPPINES FOUND AN AVERAGE DECLINE IN SMOKING PREVALENCE OF 11.8% IN THE 8 REGIONS WHERE THE FRAMEWORK CONVENTION ALLIANCE OF PHILIPPINES IS OPERATIONAL AND THE PERCENTAGE OF CURRENT SMOKERS ALSO DECLINED FROM 31% IN 2008 TO 25.4% IN 2013, A DROP OF 5.6%. WHILST IN ARGENTINA, THE MOH FOUND A 5% REDUCTION IN SMOKING PREVALENCE IN THE JURISDICTION OF BUENOS AIRES FOLLOWING THE INTRODUCTION OF THE SMOKE-FREE LAW IN 2010. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | $3,162,303 | GrantAmt |
| Desc | TREAT TB PROGRAM1. COMPLETION OF RECRUITMENT INTO STAGE 1 OF THE STREAM CLINICAL TRIAL - EXCEEDING THE 400 PATIENT TARGET; PATIENT FOLLOW UP CONTINUES IN THE FOUR STAGE 1 COUNTRIES - ETHIOPIA, SOUTH AFRICA, VIETNAM AND MONGOLIA2. FINALIZATION OF STAGE 2 PROTOCOL TO ALLOW EXPANSION OF THE TRIAL AND EVALUATE TWO ADDITIONAL SHORTENED TREATMENT REGIMENS FOR MDR-TB3. ASSESSMENT OF NEW SITES/COUNTRIES TO PARTICIPATE IN STAGE 2 OF STREAM WHICH WILL BEGIN IN EARLY 20164. DEVELOPMENT OF NEW CLINICAL TRIAL PROTOCOL TO EVALUATE MDR-TB TREATMENT REGIMENS IN CHILDREN5. DEVELOPMENT AND INITIATION OF OPERATIONAL RESEARCH TRAINING PROGRAM IN PERU - THE FIRST OF 3 MODULES TAKING PLACE IN SEPTEMBER, 2015 | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenue | $216,669 | RevenueAmt |
| Desc | STRATEGIC HEALTH INFORMATION AND OPERATIONAL RESEARCH:THE UNION'S INTERNATIONAL MANAGEMENT PROGRAMME OVERVIEWOBJECTIVE: TO FILL CRITICAL DATA, MONITORING, AND HEALTH OUTCOME GAPS IN LOW AND MIDDLE INCOME COUNTRIES THROUGH 6 MAIN AREAS OF WORK:1. EXPAND A DISEASE MONITORING SYSTEM FOR SEVERAL CHRONIC DISEASES, SUCH AS HYPERTENSION, DIABETES, AND ASTHMA BASE ON THE HIGHLY SUCCESSFUL INTERNATIONAL MODEL USED IN TUBERCULOSIS CONTROL2. CREATE ELECTRONIC DATA SYSTEMS FOR REAL TIME DATA ENTRY TO REPLACE PAPER SYSTEMS BASED ON THE HIGHLY SUCCESSFUL MODEL IMPLEMENTED IN THE FIRST TWO PHASES OF THIS PROJECT3. CONTINUE AN IN-COUNTRY FELLOWSHIP PROGRAM TO TRAIN FELLOWS IN ACTION-ORIENTED RESEARCH THAT WILL USE REGISTRY DATA TO IMPROVE TREATMENT OUTCOMES4. FURTHER IMPROVE VITAL REGISTRATION SYSTEMS IN MALAWI BASED ON VILLAGE LEVEL REPORTING - THIS COULD SERVE AS A MODEL FOR MANY AFRICAN COUNTR IES THAT LACK RELIABLE DEATH INFORMATION5. FORM ADDITIONAL PARTNERSHIPS TO ASSURE SUSTAINABILITY OF THIS WORKYEAR 2MONITORING SYSTEMS (IN MALAWI AND 2 ADDITIONAL LOW/MIDD LE-INCOME COUNTRIES):5,000 NEW DIABETES AND/01 HYPERTENSIVE PATIENTS ENROLLED AND MONITORED IN DOTS REGISTRY FRAMEWORK.50,000 NEW TB AND/OR HIV PATIENTS ENROLLED AND MONITORED IN DOT S REGISTRY FRAMEWORK 2,000 NEW DIABETES, HYPERTENSIVE, T B AND/OR HIV PATIENTS MONITORED USING AN ELECTRONIC DATA PLATFORM USING THE DOTS REGIST1Y FRAMEWORKVILLAGE DEATH REGISTRATION SYSTEM:A DISTRICT-WIDE DEATH 1CGISTRY IN PLACE WITH DATA BEING TRANSFERREDOPERATIONAL RESEARCH:20 PUBLISHED OPERATIONAL RESEARCH PAPER S PUBLISHED WITH AT LEAST ONE NEW FELLOW TRAINEDBEST PRACTICE OUTCOMES:A WHITE PAPER (10-15 PAGES) DESCRIBING THE BEST PRACTICE USES FOR THE DOT S REGISTRY FRAMEWORK AND THE ELECTRONIC DATA PLATFORM-WITH AN EMPHASIS ON NCDS IN AFRICA SPECIFIC ATTENTION WILL BE PAID TO REPRODUCIBILITY, SCALABILITY, AND ACCEPTABILITY T HE DOCUMENT WILL INCLUDE SUCCESSES, GAPS, AND LESSONS LEARNED. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OBESITY PROGRAM:PROJECT GOALS1. TO DEMONSTRATE SOME EARLY WINS IN OBESITY PREVENTION IN MEXICO2. TO GENERATE EVIDENCE THAT CAN BE USED IN OTHER LOW AND MIDDLE-INCOME SETTINGSPROGRAM:THIS IS A THREE-YEAR PILOT PROGRAM THAT WILL SUPPORT THE ADOPTION AND IMPLEMENTATION OF OBESITY PREVENTION ACTIVITIES AT NATIONAL AND SUB-NATIONAL LEVELS IN MEXICO. STRATEGIES OF INTEREST INCLUDE:A. BANNING JUNK FOOD AND SUGARY BEVERAGE ADVERTISING TO CHILDRENB. HIGHER TAXES ON SUGAR-SWEETENED BEVERAGESC. ADDRESSING UNHEALTHY FOODS AND BEVERAGES IN PUBLIC SECTOR INSTITUTIONS, PARTICULARLY SCHOOLSD. RAISING PUBLIC AWARENESS THROUGH SOCIAL MARKETING CAMPAIGNS AND FRONT-OF-PACKAGE NUTRITION-LABELINGSTRATEGY:1. ADVOCACY- ELEVATE PUBLIC OPINION VIA POLLING AND PAID AND EARNED MEDIA CAMPAIGNS, RESPECTIVELY- POLITICAL OUTREACH AND TECHNICAL ASSISTANCE- LEGAL SUPPORT AND ASSISTANCE- COALITION BUILDING2. RESEARCH AND EVALUATION- EVALUATE EXISTING, NON-BEST PRACTICE PROGRAMS LIKE THE VOLUNTARY MARKETING RESTRICTIONS- MONITOR AND EXPOSE INDUSTRY PRACTICES- SUPPORT NEW RESEARCH LIKE THE ECONOMICS OF HIGHER SODA TAXES, THE IMPACT OF PACKAGE LABELING ETC.3. CAPACITY-BUILDING- TECHNICAL ASSISTANCE AND SUPPORT TO GOVERNMENT- TRAIN JOURNALIST, LAWYERS, AND ADVOCATESPARTNERS AND ROLES:- EI PODER DEL CONSUMIDOR: MEDIA ADVOCACY AND COALITION BUILDING- POLITHINK: POLITICAL OUTREACH AND COALITION BUILDING- MEXICAN NATIONAL INSTITUTE OF PUBLIC HEALTH: RESEARCH AND EVALUATION- THE INTERNATIONAL UNION AGAINST TUBERCULOSIS AND LUNG DISEASE; ON-THE-GROUND PROJECT OVERSIGHT AND TECHNICAL ASSISTANCEEXPECTED OUTCOMES: 1. ADOPTION OF OBESITY PREVENTION STRATEGIES NATIONALLY AND/OR SUB-NATIONALLY; 2. STRENGTHENED CIVIL SOCIETY; 3. GENERATION OF NEW EVIDENCE.IMDP: 2013 7 CORE COURSES OFFERED IN 3 LOCATIONS: MALAYSIA, SOUTH AFRICA AND THE UNITED STATES OF AMERICA 2 OTHER COURSES IN CHINA AND MEXICO 125 CORE COURSES PARTICIPANTS FROM 47 COUNTRIES 23 MINISTRIES OF HEALTH SERVED 102 NGOS SERVED 10 TOBACCO-CONTROL FOCUSED COURSES OFFERED IN HIGH-BURDEN COUNTRIES: BANGLADESH, INDONESIA, CHILE, RUSSIA, CHINA, MEXICO AND INDIA 198 TOBACCO CONTROL COURSES PARTICIPANTS FROM 7 COUNTRIES | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $25,260,550 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | 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 | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | 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 | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | 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 | 37 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 14 | 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 | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | 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 | 0 | LocalChaptersInd |
| 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 | 0 | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MILI CHOWFLA VP OF FINADMIN | PersonNm |
| Phone | 2125005738 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 61 BROADWAY SUITE 1720 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10006 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| SAMIDH GUHA | |||||||||
| CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| SCOTT HALSTEAD | |||||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| JOSE LUIS CASTRO | |||||||||
| PRESIDENT/CEO | 10.00 | Yes (X) | Yes (X) | $0 | $100,000 | $4,000 | 40.00 | ||
| PETER BALDINI | |||||||||
| MEMBER | 1.00 | Yes (X) | $0 | $375,000 | $31,281 | 40.00 | |||
| ROZ FEDER | |||||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARK FOLEY | |||||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MASAE KAWAMURA | |||||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARIO PIERRO | |||||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DEAN SCHRAUFNAGEL | |||||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MILI CHOWFLA | |||||||||
| VP FINANCE & ADMINISTRATIO | 40.00 | Yes (X) | $132,704 | $0 | $36,252 | ||||
| PAULA FUJIWARA | |||||||||
| SCIENTIFIC DIRECTOR-TB&HIV | 40.00 | $267,700 | $0 | $34,860 | 3.00 | Yes (X) | |||
| IRA D RUSEN | |||||||||
| SR VP RESEARCH & DEVELOPMENT | 40.00 | $135,874 | $0 | $319 | Yes (X) | ||||
| ADAM M KARPATI | |||||||||
| SR VP PUBLIC HEALTH | 40.00 | $182,083 | $0 | $32,503 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $718,361 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $475,000 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $139,215 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | 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 | Address Line1ContractorAddress/ForeignAddress/AddressLine1Txt | CityContractorAddress/ForeignAddress/CityNm | CountryContractorAddress/ForeignAddress/CountryCd | Foreign PostalContractorAddress/ForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|
| OLIVER GLOBAL | |||||||||
| 173 W 81ST STREET 5W | NEW YORK | NY | 10024 | COMMUNICATION SERVICES | $371,618 | ||||
| EURO-ASIA | |||||||||
| 262 W 38TH STREET SUITE 902 | NEW YORK | NY | 10018 | TRAVEL SERVICES | $275,116 | ||||
| MOSES & SINGER | |||||||||
| 405 LEXINGTON AVENUE | NEW YORK | NY | 10174 | LEGAL SERVICES | $245,886 | ||||
| WORLD COURIER | |||||||||
| 1313 FOURTH AVENUE | NEW HYDE PARK | NY | 11040 | MEDICAL SUPPLIES | $187,818 | ||||
| IDA FOUNDATION | |||||||||
| MEDICAL SUPPLIES | $182,600 | PO BOX 37098 | AMSTERDAM | NL | 1030 AB | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 8 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $2,537 | MembershipDuesAmt |
| Related Organizations | $16,686,213 | RelatedOrganizationsAmt |
| Government Grants | $6,947,530 | GovernmentGrantsAmt |
| All Other Contributions | $13,407,956 | AllOtherContributionsAmt |
| Total Contributions | $37,044,236 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | IMDP COURSE FEES | Desc |
| Business | 541900 | BusinessCd |
| Total Revenue Column | $216,669 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $216,669 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $216,669 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,160 | TotalRevenueColumnAmt |
| Exclusion | $3,160 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $37,264,065 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $216,669 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,160 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,185,389 | TotalAmt |
| Program Services | $1,185,389 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,520,139 | TotalAmt |
| Program Services | $20,520,139 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $655,199 | TotalAmt |
| Program Services | $410,594 | ProgramServicesAmt |
| Management And General | $244,605 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $688,200 | TotalAmt |
| Program Services | $435,248 | ProgramServicesAmt |
| Management And General | $252,952 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,031 | TotalAmt |
| Program Services | $11,419 | ProgramServicesAmt |
| Management And General | $7,612 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $110,689 | TotalAmt |
| Program Services | $66,413 | ProgramServicesAmt |
| Management And General | $44,276 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,301 | TotalAmt |
| Program Services | $61,518 | ProgramServicesAmt |
| Management And General | $42,783 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $547,025 | TotalAmt |
| Program Services | $428,868 | ProgramServicesAmt |
| Management And General | $118,157 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,500 | TotalAmt |
| Program Services | $19,992 | ProgramServicesAmt |
| Management And General | $5,508 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $924,004 | TotalAmt |
| Program Services | $586,178 | ProgramServicesAmt |
| Management And General | $337,826 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $290,762 | TotalAmt |
| Program Services | $159,547 | ProgramServicesAmt |
| Management And General | $131,215 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,042 | TotalAmt |
| Program Services | $77,552 | ProgramServicesAmt |
| Management And General | $27,490 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $341,237 | TotalAmt |
| Program Services | $218,246 | ProgramServicesAmt |
| Management And General | $122,991 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $444,962 | TotalAmt |
| Program Services | $306,953 | ProgramServicesAmt |
| Management And General | $138,009 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $145,792 | TotalAmt |
| Program Services | $144,406 | ProgramServicesAmt |
| Management And General | $1,386 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,778 | TotalAmt |
| Management And General | $3,778 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,075 | TotalAmt |
| Program Services | $39,322 | ProgramServicesAmt |
| Management And General | $20,753 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|
| FORGIVENESS OF DEBT | $2,298,000 | $2,298,000 | |
| PROJECT SUPPLIES/EQUIPM | $553,789 | $553,789 | |
| DUES & SUBSCRIPTIONS | $30,456 | $16,090 | $14,366 |
| TRAINING AND RECRUITMEN | $24,207 | $16,998 | $7,209 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,410 | TotalAmt |
| Program Services | $13,402 | ProgramServicesAmt |
| Management And General | $11,008 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,101,987 | TotalAmt |
| Program Services | $25,260,550 | ProgramServicesAmt |
| Management And General | $3,841,437 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $653,767 | BOYAmt |
| EOY | $1,614,186 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,630 | BOYAmt |
| EOY | $5,025,739 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,145,081 | BOYAmt |
| EOY | $12,373,323 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,231 | BOYAmt |
| EOY | $57,334 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $128,234 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $10,546 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $400 | BOYAmt |
| EOY | $117,688 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,000 | BOYAmt |
| EOY | $12,428 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,895,109 | BOYAmt |
| EOY | $19,200,698 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $331,015 | BOYAmt |
| EOY | $561,974 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,994,197 | BOYAmt |
| EOY | $6,778,881 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $582,634 | BOYAmt |
| EOY | $1,151,191 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $559,311 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,907,846 | BOYAmt |
| EOY | $9,051,357 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $128,888 | BOYAmt |
| EOY | -$2,516,602 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,858,375 | BOYAmt |
| EOY | $12,665,943 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,987,263 | BOYAmt |
| EOY | $10,149,341 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,895,109 | BOYAmt |
| EOY | $19,200,698 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $8,162,078 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| 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 | $20,284,523 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $24,925,400 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,600,024 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $22,668,532 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $37,044,236 | CurrentTaxYearAmt |
| Total | $123,522,715 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,284,523 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $24,925,400 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,600,024 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $22,668,532 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $37,044,236 | CurrentTaxYearAmt |
| Total | $123,522,715 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $83,231,797 | SubstantialContributorsTotAmt |
| Public Support Total170 | $40,290,918 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,005 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,246 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,102 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $623 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,160 | CurrentTaxYearAmt |
| Total | $22,136 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $221 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $11,608 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,760 | CurrentTaxYearMinus1YearAmt |
| Total | $13,589 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $123,558,440 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $216,669 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.32610 | PublicSupportCY170Pct |
| Public Support PY170 | 0.35060 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests PY170 | Yes (X) | ThirtyThrPctSuprtTestsPY170Ind |
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) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $27,117 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,260 | DepreciationAmt |
| Book Value | $24,857 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $101,117 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,286 | DepreciationAmt |
| Book Value | $92,831 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $117,688 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED RENT | $79,153 |
| DUE TO UNION PARIS | $480,158 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $559,311 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $37,264,065 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $37,264,065 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $37,264,065 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $29,101,987 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $29,101,987 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $29,101,987 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | THE INTERNATIONAL UNION AGAINST TUBERCULOSIS & LUNG DISEASE (IUATLD) IS ACTING AS FIDUCIARY FISCAL AGENT FOR THE NORTH AMERICAN REGION CHARTER OF THE UNION(NAR) FUNDS. THESE FUNDS ARE HELD IN A DESIGNATED BANK ACCOUNT. THE BALANCE OF FUNDS AS OF DECEMBER 31, 2014 IS $124,404. DURING 2014, IUATLD, INC., THROUGH THE UNION, WAS THE SUB-RECIPIENT OF $6.9 MILLION IN US GOVERNMENT FUNDS, TO SUPPORT ACTIVITIES ASSOCIATED WITH THE UNION-LED IMPLEMENTATION OF THE INTERNATIONAL TREAT TB INITIATIVE, A MULTI-YEAR RESEARCH INITIATIVE FUNDED BY THE UNITED STATES AGENCY FOR INTERNATIONAL DEVELOPMENT (USAID), FOR WHICH IUATLD, INC. SERVES AS A COORDINATING AND ADMINISTRATIVE HUB. A CASH BALANCE OF $1,028,424 RELATED TO TREAT TB IS HELD IN TRUST BY IUATLD, INC. IN A FDIC INSURED BANK ACCOUNT. THESE FUNDS ARE DESIGNATED TO FINANCE TREAT TB INITIATIVE ACTIVITIES DURING 2015. |
| PART X, LINE 2: | IUATLD, INC. RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE IUATLD, INC. HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. IUATLD, INC. IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR PERIODS PRIOR TO 2011. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (7 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| AFRICA | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN THE REGION | $561,695 |
| ASIA | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN THE REGION | $4,225,133 |
| EUROPE | 0 | 2 | GRANTS TO RECIPIENTS LOCATED IN THE REGION | $11,856,694 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN THE REGION | $116,686 |
| RUSSIA | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN THE REGION | $714,184 |
| SOUTH AFRICA | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN THE REGION | $2,457,455 |
| SOUTH AMERICA | 0 | 1 | GRANTS TO RECIPIENTS LOCATED IN THE REGION | $588,292 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 3 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 3 | TotalEmployeeCnt |
| Subtotal Spent | $20,520,139 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $20,520,139 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (10 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|
| AFRICA | TOBACCO CONTROL | $122,705 | WIRE TRANSFER |
| ASIA | TOBACCO CONTROL | $3,360,880 | WIRE TRANSFER |
| EUROPE | TOBACCO CONTROL | $11,096,437 | WIRE TRANSFER |
| OCEANIA | TOBACCO CONTROL | $116,686 | WIRE TRANSFER |
| RUSSIA | TOBACCO CONTROL | $663,491 | WIRE TRANSFER |
| SOUTH AFRICA | TREAT TB PROJECT | $2,457,455 | WIRE TRANSFER |
| SOUTH AMERICA | TOBACCO CONTROL | $588,292 | WIRE TRANSFER |
| RUSSIA | TREAT TB PROJECT | $50,693 | WIRE TRANSFER |
| ASIA | TREAT TB PROJECT | $156,379 | WIRE TRANSFER |
| EUROPE | TREAT TB PROJECT | $531,814 | WIRE TRANSFER |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 11 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (3 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| TOBACCO CONTROL | AFRICA | 7 | $438,990 | WIRE TRANSFER |
| TOBACCO CONTROL | ASIA | 6 | $707,874 | WIRE TRANSFER |
| TOBACCO CONTROL | EUROPE | 1 | $228,443 | WIRE TRANSFER |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | 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 (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | IUATLD, INC. IS BOTH A RECIPIENT AND ISSUER OF GRANT FUNDING. THE ORGANIZATION MAINTAINS A GRANT FUNDING MONITORING SYSTEM TO EFFECTIVELY MONITOR AND REPORT RESULTS OF GRANT FUNDING ISSUED TO RECIPIENTS. THIS SYSTEM FEATURES A STANDARDIZED GRANTS FUNDING AGREEMENT AND REPORTING FORMAT. VARIOUS IUATLD, INC. STAFF ARE INVOLVED IN THE SYSTEM ESTABLISHED TO ISSUE AND MONITOR GRANT FUNDS. THIS INCLUDES THE FINANCE AND OPERATIONS OFFICER, WHO OVERSEES THE PROCESS TO ISSUE GRANT FUNDING AGREEMENTS, AND THE RESEARCH AND EVALUATION COORDINATOR WHO OVERSEES DAY TO DAY MANAGEMENT OF INFORMATION RELATED TO RECIPIENT PROGRESS AND REPORTS. |
| PART I, LINE 3: | EXPENDITURES ARE RECOGNIZED UNDER THE ACCRUAL BASIS OF ACCOUNTING. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| ENCOMPASS LLC | |||||||
| 11461 ROCKVILLE PIKE SUITE 229 | ROCKVILLE | MD | 20582 | 522228651 | N/A | $91,883 | TREAT TB PROGRAM |
| WORLD LUNG FOUNDATION | |||||||
| 61 BROADWAY SUITE 2800 | NEW YORK | NY | 10006 | 202432410 | 501(C)(3) | $707,565 | TOBACCO CONTROL |
| UNIVERSITY OF NORTH CAROLINA - CHAPEL HILL | |||||||
| 910 RALEIGH ROAD | CHAPEL HILL | NC | 27514 | STATE OF NC | $385,941 | OBESITY CONTROL WORK IN MEXICO | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 2 | TotalOtherOrgCnt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PETER BALDINI | ||||||||||||||
| MEMBER | $0 | $375,000 | $0 | $0 | $0 | $0 | $0 | $7,135 | $0 | $24,146 | $0 | $406,281 | $0 | $0 |
| MILI CHOWFLA | ||||||||||||||
| VP FINANCE & ADMINISTRATIO | $132,704 | $0 | $0 | $0 | $0 | $0 | $5,032 | $0 | $31,220 | $0 | $168,956 | $0 | $0 | $0 |
| PAULA FUJIWARA | ||||||||||||||
| SCIENTIFIC DIRECTOR-TB&HIV | $267,700 | $0 | $0 | $0 | $0 | $0 | $9,249 | $0 | $25,611 | $0 | $302,560 | $0 | $0 | $0 |
| ADAM M KARPATI | ||||||||||||||
| SR VP PUBLIC HEALTH | $182,083 | $0 | $0 | $0 | $0 | $0 | $7,050 | $0 | $25,453 | $0 | $214,586 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | COMPENSATION FOR THE CHIEF EXECUTIVE OFFICER AND EXECUTIVE DIRECTOR IS PAID BY THE WORLD LUNG FOUNDATION, A SUPPORTING ORGANIZATION, USING THE FOLLOWING PROCESS TO DETERMINE EXECUTIVE COMPENSATION: A. THE PERSONNEL/COMPENSATION COMMITTEE OF THE BOARD ESTABLISHES THE SALARY OF THE CHIEF EXECUTIVE OFFICER AND ESTABLISHES THE GUIDELINES FOR ALL REMAINING STAFF. B. THE PERSONNEL/COMPENSATION COMMITTEE'S DETERMINATION IS BASED ON SEVERAL FACTORS PROVIDED BY A STUDY DONE BY A COMPENSATION CONSULTING FIRM, THOSE FACTORS ARE AS FOLLOWS: 1. INTERNAL EQUITY 2. EQUITY WITH EXTERNAL ORGANIZATIONS SIMILAR TO WLF 3. MARKET ANALYSIS/SALARY RANGES 4. BENEFITS ANALYSIS 5. PERFORMANCE MANAGEMENT & REWARD SYSTEM 6. SALARY ADMINISTRATION 7. INCENTIVE COMPENSATION TWO OTHER MAIN FACTORS WILL DETERMINE THE FINAL DECISION ON INCREASES: 1. ECONOMIC SITUATION 2. THE PROPOSED BUDGET FOR THE NEXT FISCAL YEAR C. THE LAST REVIEW WAS DONE IN SEPTEMBER 2014 | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | THE MEMBER, PETER BALDINI, SERVES AS CEO/MANAGING DIRECTOR OF THE WORLD LUNG FOUNDATION(WLF). THE EXECUTIVE DIRECTOR, JOSE LUIS CASTRO, SERVES AS THE DEPUTY EXECUTIVE DIRECTOR OF WLF. THE SCIENTIFIC DIRECTOR PAULA FUJIWARA, SERVES AS MEMBER OF WLF. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE BOARD OF DIRECTORS MEMBERS ARE PROVIDED WITH ELECTRONIC COPY OF THE 990 DRAFT FOR THEIR REVIEW. A BOD MEETING IS CALLED BY THE EXECUTIVE DIRECTOR TO DISCUSS THE DRAFT AND APPROVE IT FOR FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | IUATLD, INC. HAS IN PLACE A CONFLICT OF INTEREST POLICY WHICH IT ANNUALLY MONITORS AND ENFORCES. THE BOARD OF DIRECTORS MANDATES THAT ALL MEMBERS OF MANAGEMENT AND THE GOVERNING BODY ANNUALLY SIGN A CONFLICT OF INTEREST POLICY AND DISCLOSE ANY POTENTIAL OR ACTUAL CONFLICTS THAT MAY EXIST. THE SIGNED POLICIES ARE SUBMITTED TO THE EXECUTIVE DIRECTOR (WHO CURRENTLY SERVES AS THE ORGANIZATION'S COMPLIANCE OFFICER) WHO REVIEWS THE SIGNED ATTESTATIONS FOR POTENTIAL OR ACTUAL CONFLICTS. (IN THE ABSENCE OF A DEDICATED COMPLIANCE OFFICER, THE PRESIDENT OF THE BOARD OF DIRECTORS CURRENTLY PERFORMS THIS FUNCTION FOR THE POLICY SUBMITTED BY THE EXECUTIVE DIRECTOR). IF POTENTIAL OR ACTUAL CONFLICTS OF INTEREST EXIST, PROPER NOTIFICATIONS ARE MADE, AND RESULTS OF INVESTIGATIONS ARE SUMMARIZED AND REPORTED TO THE BOARD OF DIRECTORS. IF ACTUAL CONFLICTS EXIST, THE INDIVIDUAL(S) INVOLVED ARE NOT ALLOWED TO VOTE OR BE A PART OF ANY DECISIONS ABOUT ANY SUCH TRANSACTIONS THAT RELATE TO THE CONFLICT UNTIL SUCH TIME AS THERE IS NO LONGER A CONFLICT. |
| FORM 990, PART VI, SECTION B, LINE 15B | IUATLD, INC. HAS ESTABLISHED A WRITTEN COMPENSATION POLICY TO BE FOLLOWED BY MANAGEMENT AND, WHEN NECESSARY, THE BOARD OF DIRECTORS IN ORDER TO ESTABLISH THE COMPENSATION FOR THE EXECUTIVE DIRECTOR AND OTHER KEY EMPLOYEES. THE POLICY MANDATES THAT EXECUTIVE-LEVEL COMPENSATION BE PERIODICALLY REVIEWED BY MANAGEMENT AND THE BOARD OF DIRECTORS AND THAT THE REVIEW PROCESS SHOULD BE FREE OF POTENTIAL CONFLICTS OF INTEREST. THE APPROVING ENTITY NEEDS TO REVIEW APPROPRIATE AND ADEQUATE DATA TO DETERMINE THE REASONABLENESS OF COMPENSATION BEING CONSIDERED. A VARIETY OF INFORMATION AND COMPARABILITY DATA ARE AVAILABLE TO DETERMINE THAT THE APPROPRIATE LEVEL OF COMPENSATION IS BEING PAID TO EXECUTIVES. THESE INCLUDE SURVEYS OF NEW YORK CITY-BASED NON-PROFIT COMPENSATION PRACTICES, COMPARABLE PACKAGES FOR KEY STAFF OF PEER ORGANIZATIONS, AND COMPENSATION PRACTICES EXPECTED BY PROJECT DONORS. DECISIONS TAKEN ON COMPENSATION LEVELS TO BE PAID MUST BE DOCUMENTED IN WRITTEN FORM TO INCLUDE THE DATES DECISIONS ARE TAKEN, THE PARTIES PRESENT DURING THE DECISION, THE FULL TERMS APPROVED AND THE COMPARABILITY DATA USED AND RELIED UPON TO MAKE THE DECISION. THE COMPENSATION REVIEW PROCESS FOR THE EXECUTIVE DIRECTOR AND SENIOR ADVISOR POSITIONS WAS UNDERTAKEN IN SEPTEMBER 2014. THE EXECUTIVE DIRECTOR'S COMPENSATION LEVEL WAS SET BASED ON A NUMBER OF FACTORS IN ADDITION TO THE ONES DESCRIBED ABOVE, INCLUDING COMPARABLE COMPENSATION LEVELS FOR A) NEW YORK CITY-BASED EXECUTIVES OVERSEEING NOT FOR PROFIT ORGANIZATIONS AND AFFILIATE OFFICES OF INTERNATIONAL ORGANIZATIONS, B) PUBLIC HEALTH PROFESSIONALS WITH 15-20 YEARS EXPERIENCE IN PROJECT MANAGEMENT, PARTNERSHIPS AND OPERATIONS AND LASTLY THE SALARY EXPECTATIONS OF KEY DONORS TO IUATLD, INC.-COORDINATED PROJECTS. THE SENIOR ADVISOR'S COMPENSATION LEVEL WAS SET BASED ON A NUMBER OF FACTORS INCLUDING COMPARABLE COMPENSATION LEVELS FOR U.S. BASED MEDICAL DOCTORS WHO A) HAVE A VERY HIGH LEVEL OF CLINICAL EXPERIENCE IN THE TREATMENT, CONTROL AND PREVENTION OF TUBERCULOSIS AND HIV/AIDS, B) HAVE AT LEAST TWENTY YEARS OF EXPERIENCE IN MANAGING COMPLEX PUBLIC HEALTH PROGRAMS, INTERNATIONAL RESEARCH PROJECTS AND INTERNATIONAL TECHNICAL ASSISTANCE PROJECTS IN DEVELOPING COUNTRY SETTINGS AND C) HAVE DEEP EXPERIENCE IN WORKING WITH U.S. GOVERNMENT TECHNICAL AGENCIES AND DONORS INVOLVED IN GLOBAL LUNG HEALTH INITIATIVES. |
| FORM 990, PART VI, SECTION C, LINE 19 | BOD POLICIES AND BYLAWS HIGHLIGHTS ARE POSTED ALONG WITH OTHER RELEVANT REPORTS TO: BETTER BUSINESS BUREAU SERVING METROPOLITAN NEW YORK 30 E 33RD STREET 12TH FLOOR NEW YORK, NY 10016 |
| FORM 990, PART XI, LINE 2C: | THIS PROCESS DID NOT CHANGE FROM THE PRIOR YEAR. ALTHOUGH, IUATLD, INC. DOES NOT HAVE ANY AUDIT COMMITTEE, THE GOVERNING BODY ACTS IN THAT CAPACITY AND MAKES ALL DECISIONS. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WORLD LUNG FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 61 BROADWAY | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202432410 | EIN |
| Primary Activities | TOBACCO REDUCTION/HEALTH RESEARCH INITIATIVE | PrimaryActivitiesTxt |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 11 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INTERNATIONAL UNION AGAINST TUBERCULOSIS AND LUNG DISEASE INC | 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 | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | 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 | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| WORLD LUNG FOUNDATION | ||
| B | $707,565 | CASH |
| WORLD LUNG FOUNDATION | ||
| C | $16,686,213 | CASH |
Comments