LUPUS FOUNDATION OF AMERICA INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- LUPUS FOUNDATION OF AMERICA INC (EIN 43-1131436)
- Tax period
- 2013-10-01 to 2014-09-30
- Filed
- 2015-02-13
- IRS object ID
- 201510449349301301
- Schema version
- 2013v4.0
- 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 C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-02-13T09:38:24-06:00 | ReturnTs |
| Tax Period End | 2014-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521511275 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Raffa PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1899 L Street NW Suite 900 | AddressLine1 |
| City | Washington | City |
| State | DC | State |
| ZIP Code | 20036 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 431131436 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Lupus Foundation of America Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LUPU | BusinessNameControlTxt |
| Phone | 2023491155 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 L Street NW No 410 | AddressLine1 |
| City | Washington | City |
| State | DC | State |
| ZIP Code | 20036 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Sandra C Raymond | PersonNm |
| Person Title | President and CEO | PersonTitleTxt |
| Phone | 2023491155 | PhoneNum |
| Signature | 2015-02-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Frank H Smith | PreparerPersonNm |
| PTIN | P00639053 | PTIN |
| Phone | 2028225000 | PhoneNum |
| Preparation | 2015-02-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Sandra C Raymond | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 L Street NW No 410 | AddressLine1 |
| City | Washington | City |
| State | DC | State |
| ZIP Code | 20036 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $12,946,485 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.lupus.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1977 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | Improve the quality of life for people with lupus through research, education, and advocacy. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 49 | TotalEmployeeCnt |
| Total Volunteers | 319 | TotalVolunteersCnt |
| Total Gross UBI | $42,785 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$2,000 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $9,657,896 | PYContributionsGrantsAmt |
| CY Contributions Grants | $11,338,917 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,301,854 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,299,910 | CYProgramServiceRevenueAmt |
| PY Investment Income | $39,201 | PYInvestmentIncomeAmt |
| CY Investment Income | $18,884 | CYInvestmentIncomeAmt |
| PY Other Revenue | $67,292 | PYOtherRevenueAmt |
| CY Other Revenue | $35,835 | CYOtherRevenueAmt |
| PY Total Revenue | $11,066,243 | PYTotalRevenueAmt |
| CY Total Revenue | $12,693,546 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $929,717 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,743,358 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,976,631 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,041,297 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $60,450 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $118,925 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,570,632 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $8,253,690 | PYOtherExpensesAmt |
| CY Other Expenses | $6,756,402 | CYOtherExpensesAmt |
| PY Total Expenses | $13,220,488 | PYTotalExpensesAmt |
| CY Total Expenses | $12,659,982 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,154,245 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $33,564 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $7,078,484 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,495,167 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,867,434 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,255,835 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,211,050 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,239,332 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | The Lupus Foundation of America, Inc. (the Foundation) is dedicated to improving the quality of life for all people affected by lupus through programs of research, education, support, and advocacy. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,065,892 | ExpenseAmt |
| Revenue | $388,311 | RevenueAmt |
| Desc | Public information and education: The Foundation continues to increase awareness and understanding of lupus and its impact on health through public awareness campaigns, media relations, online and social marketing and aggressive outreach efforts to corporate and community partners. This year, the Foundation's website, lupus.org, exceeded six million visits, meeting a growing demand for information about lupus. In addition, with more than 235,000 likes on Facebook and 24,000 followers on Twitter, the organization has the largest social media presence dedicated exclusively to lupus.The Foundation continued to see tremendous growth and interest in signature awareness campaign activities during May-Lupus Awareness Month. During that month alone, the Foundation secured 36 media stories, generating more than 15 million television impressions. Story placements included CNN, Huffington Post Live and Costco Magazine. Visits to lupus.org increased by 5 percent compared to the previous year, and, over the course of the month, more than 23 million Facebook impressions were generated. In addition to these important strategic initiatives, the Foundation continued to engage celebrities to support the cause and enhance the Foundation's ongoing communications programs and signature events. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,301,770 | ExpenseAmt |
| Grant | $1,682,794 | GrantAmt |
| Desc | Research: The Foundation's National Research Program continues to attack problems that, for decades, have plagued the acceleration of lupus research and understanding of the disease. The Foundation aggressively pursues strategies to increase federal, state and industry support for robust medical research efforts, facilitates strategic collaborations to address issues that are critical to progress, and provides greatly needed direct financial support to researchers through its privately-supported, peer-reviewed research grant programs, supporting scientists who are seeking a cure for lupus.Since 2009, the Foundation has been implementing specific initiatives to tackle barriers to new, safe, effective and tolerable treatments for lupus. In that effort, the Foundation has created an online portal that trains health professionals on instruments used in clinical studies and has spearheaded an effort to create a new, simplified instrument to assess disease activity in the clinic and in clinical trials. In 2014, the Lupus Foundation of America partnered with the Foundation for the National Institutes of Health (FNIH) to support a new five-year initiative that will accelerate the ability to develop new medicines for lupus and other diverse and complex diseases. The Foundation continues work on a project to pool clinical trial data (de-identified) provided by participating biopharma companies. This project continues to grow each year. Findings were presented at major scientific meetings of medical organizations and federal agencies. In 2014, the Foundation launched Lupus Science & Medicine. Owned by the Foundation and published by BMJ, a respected global provider of evidence-based medical knowledge, Lupus Science & Medicine is a peer-reviewed, Open Access, online journal that provides a central point for publication of basic, clinical, translational and epidemiological studies of all aspects of lupus and related diseases. It is the first lupus-specific Open Access journal in the world and was developed in response to the need for a barrier-free forum for publication of ground-breaking studies in lupus. In 2014, the Foundation provided new funding to award research grants that address issues of critical importance for people with lupus, including expanding our understanding of pediatric lupus, specifically in the area of pediatric lupus nephritis biomarker research, as well as through a new mechanism called LIFELINE. The LIFELINE grant was established in response to the current lupus research funding environment and the potential decline in scientific momentum and loss of current and future lupus investigators. The Foundation also awarded summer fellowships to students, launched and awarded the second Lupus Insight Prize in partnership with two other lupus organizations, and for the second year, bestowed its Career Development Award.The Foundation also supported research through its advocacy efforts. These efforts led to the following accomplishments: - Secured an additional $5.5 million, for a total of $32 million, to support the National Lupus Patient Registry conducted through the Centers for Disease Control and Prevention (CDC), becoming the largest-ever lupus research study. - Successfully advocated for the continued support of lupus research through the Department of Defense (DoD) Peer-Reviewed Medical Research Program, which in 2014 awarded three lupus research grants totaling $3.4 million. To date, the DoD has provided $17.4 million for lupus research, including funds for a study that led to the development of the first diagnostic test to help physicians determine a diagnosis of lupus. - Secured an additional $2 million, for a total of $6 million, for The Lupus Initiative, which launched in 2013 to train more doctors on recognizing the signs and symptoms of lupus and to facilitate earlier diagnosis. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,656,181 | ExpenseAmt |
| Grant | $60,564 | GrantAmt |
| Revenue | $613,352 | RevenueAmt |
| Desc | Network support and services: The Foundation provides capacity-building services, strategic support and on-site consultation to its network of chapter affiliates, field offices, support groups, and other interested partners to serve the needs of lupus communities across the United States. In 2014, the Foundation provided on-going organizational development support and training to Chapter CEOs, staff and board members, including individualized capacity-building services, leadership of national advocacy activities (as well as training for state advocacy initiatives), leadership development through our Leadership Institute and specialized trainings for support group facilitators. A new program was developed to train qualified individuals to become support group facilitator trainers, to increase the Foundation's capacity to provide this important service across the Network. In 2014, 19 new trainers were certified through this program. The Foundation also provided tools and materials to aid the Foundation's 21 chapters and more than 267 support groups, serving hundreds of thousands of people across the United States. The Foundation continued to provide on-site and remote interim executive leadership support for chapters that experienced a CEO transition, including providing leadership throughout the search process. Additionally, in 2014, the Lupus Foundation of America Walk to End Lupus Now events brought together nearly 70,000 individuals in 60 cities across the nation to learn more about living with lupus, to increase awareness of the disease and to raise funds for the cause in their local communities. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|
| $701,422 | $181,942 | Professional relations and education: The Foundation's professional education programs are designed to translate the latest research findings into public health recommendations for physicians, other healthcare professionals and their respective organizations. A national continuing medical education (CME) program, which was conducted via live events in 2013, was made available nationally via the web in 2014 to the community of providers who treat and care for people with lupus. The program focused on the latest research on lupus treatments and issues related to lupus and cardiovascular disease, cancer, and bones, and reached a multidisciplinary group of health care professionals. In addition, the Foundation continued to assess partnerships for educating the non-MD health care professional community. The Foundation continued its relationship with RN.com to update its previously successful program, completed by more than 3900 nurses and over 580 pharmacy/pharmacy technicians. The Foundation also is working with RN.com to develop a more robust educational curriculum on lupus. The Foundation continues to work with its Medical/Scientific Advisory Council to address issues of importance to the medical community that provides care to people with lupus. The Foundation also reached the medical community through the Health Care Professionals Section of the award winning Lupus Now magazine, and works with its Medical/Scientific Advisory Council to educate medical professionals from varying specialties, as well as patients and other interested consumers. |
| $667,544 | $73,520 | Patient education and support: The Foundation provides education, support and other assistance to individuals with lupus, their families and caregivers. In 2014, the Foundation responded to more than 12,000 inquiries from people seeking lupus related information and resources through the organization's national health educator support service, held public education events across the country targeted to people living with lupus, and piloted a new workshop model targeted specifically to children and their parents. Last year, the Foundation's Caregiver Task Force was established. The taskforce was created to help set priorities and provide feedback on programs, resources and services that assist caregivers as they help their loved ones better manage their own health. The Foundation has been working with the group to develop and launch key content and resources. The Foundation debuted new evidence-based, medically sound, and medically reviewed educational content, and developed audio podcasts, sponsored teleconferences, and produced and circulated Lupus Now, the only national magazine targeted to people affected by lupus. The Foundation also created an online resource to provide information about the Affordable Care Act for those constituents who needed accessible and understandable information applicable to people with lupus. The Foundation continued to produce its unique Ask the Experts series, a series of educational talks and presentations on a variety of topics deemed important by our constituents and designed to provide important information about living with lupus. This free program combines an expert Q and A with a recorded presentation and was offered in both English and Spanish. More than 13,000 people utilized this program in 2014. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,368,966 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $255,462 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $9,392,809 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | 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 | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 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 | Yes (1) | 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 | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 62 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 49 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Form1098 C Filed | Yes (1) | Form1098CFiledInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | 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 | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | 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 | 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 | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Seung-Ae Chung | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2023491155 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 L Street NW 410 | AddressLine1 |
| City | Washington | City |
| State | DC | State |
| ZIP Code | 20036 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (32 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| Peter M Schwab | |||||||||
| Chair | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Carol Ann Petren | |||||||||
| Vice Chair | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Keith Brunini | |||||||||
| First Vice Chair | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Conrad Gehrmann | |||||||||
| Treasurer | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Janine Allen | |||||||||
| Secretary | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Joseph A Arnold | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Tamara Atkins | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Judy Barlin | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| J Reeve Bright | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Karen B Evans | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Toni Freeman | |||||||||
| Director - until 07/2013 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Gary Gilkeson MD | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Brian Kaplan | |||||||||
| Director - until 07/2014 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Merrillyn J Kosier | |||||||||
| Director - until 07/2014 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Marguerete A Luter | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Susan Manzi MD MPH | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Stephen Rabinowitz | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Katherine A Ruffatto | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Kathleen Ruiz | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Christine Smith | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Marjorie S Susman | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Fran Tsimoyianis | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Randall Winston | |||||||||
| Director - until 07/2014 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Seung-Ae Chung | |||||||||
| Chief Financial Officer | 40.00 | Yes (X) | $164,474 | $0 | $20,891 | ||||
| Sandra C Raymond | |||||||||
| President and CEO | 40.00 | Yes (X) | $275,165 | $0 | $28,083 | ||||
| Mary T Crimmings | |||||||||
| VP, Marketing & Communications | 40.00 | $175,659 | $0 | $13,370 | Yes (X) | ||||
| Leslie Hanrahan | |||||||||
| VP, Education & Research | 40.00 | $162,212 | $0 | $17,873 | Yes (X) | ||||
| Duane Peters | |||||||||
| Sr. Dir. Marketing & Communications | 40.00 | $136,435 | $0 | $18,175 | Yes (X) | ||||
| Kimberly A Cantor | |||||||||
| VP, Pub. Pol. & Gov't Relations | 40.00 | $124,884 | $0 | $11,532 | Yes (X) | ||||
| Kristine M Hoagland | |||||||||
| Sr. Dir. Network Development | 40.00 | $101,266 | $0 | $12,366 | Yes (X) | ||||
| Christine A Naylor | |||||||||
| National Dir. - until 11/2013 | 40.00 | $104,027 | $0 | $9,652 | Yes (X) | ||||
| Mary C Schwarz | |||||||||
| Former COO - until 05/2013 | 40.00 | $101,851 | $0 | $2,150 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,345,973 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $134,092 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 9 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GLS | |||||
| PO Box 1450 | Minneapolis | MN | 55486 | Postage and mailhouse services | $2,607,394 |
| GMMB Inc | |||||
| 3050 K Street NW | Washington | DC | 20007 | Communications and media relations | $570,167 |
| Production Solutions | |||||
| 1953 Gallows Road | Vienna | VA | 22182 | Postage, lettershop & mailhouse services | $357,216 |
| The Kerry Group | |||||
| 44 Soccer Park Road | Fenton | OH | 63026 | Education tour management | $239,911 |
| McMurryTMG LLC | |||||
| 1129 20th St NW 700 | Washington | DC | 20036 | Production, design of LFA magazine | $165,388 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 11 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $262,754 | FederatedCampaignsAmt |
| Fundraising | $935,960 | FundraisingAmt |
| Government Grants | $25,000 | GovernmentGrantsAmt |
| All Other Contributions | $10,115,203 | AllOtherContributionsAmt |
| Noncash Contributions | $3,527,370 | NoncashContributionsAmt |
| Total Contributions | $11,338,917 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| Training/consulting | 900099 | $582,733 | $582,733 | |
| Membership dues | 900099 | $572,206 | $572,206 | |
| Publications | 900099 | $144,971 | $102,186 | $42,785 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,299,910 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,884 | TotalRevenueColumnAmt |
| Exclusion | $18,884 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,210 | TotalRevenueColumnAmt |
| Exclusion | $19,210 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $153,500 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $935,960 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $252,939 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$99,439 | TotalRevenueColumnAmt |
| Exclusion | -$99,439 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| Miscellaneous | 900099 | $81,813 | $81,813 |
| Sublease income | 900099 | $30,581 | $30,581 |
| List rental income | 900099 | $3,670 | $3,670 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $116,064 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,693,546 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,257,125 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $42,785 | UnrelatedBusinessRevenueAmt |
| Exclusion | $54,719 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,743,358 | TotalAmt |
| Program Services | $1,743,358 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $903,033 | TotalAmt |
| Program Services | $648,044 | ProgramServicesAmt |
| Management And General | $220,244 | ManagementAndGeneralAmt |
| Fundraising | $34,745 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,460,192 | TotalAmt |
| Program Services | $2,108,649 | ProgramServicesAmt |
| Management And General | $118,484 | ManagementAndGeneralAmt |
| Fundraising | $233,059 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,632 | TotalAmt |
| Program Services | $91,151 | ProgramServicesAmt |
| Management And General | $5,607 | ManagementAndGeneralAmt |
| Fundraising | $10,874 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $333,490 | TotalAmt |
| Program Services | $293,613 | ProgramServicesAmt |
| Management And General | $14,971 | ManagementAndGeneralAmt |
| Fundraising | $24,906 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $236,950 | TotalAmt |
| Program Services | $196,186 | ProgramServicesAmt |
| Management And General | $20,573 | ManagementAndGeneralAmt |
| Fundraising | $20,191 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $128,906 | TotalAmt |
| Program Services | $125,932 | ProgramServicesAmt |
| Management And General | $2,705 | ManagementAndGeneralAmt |
| Fundraising | $269 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,403 | TotalAmt |
| Management And General | $31,403 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $118,925 | TotalAmt |
| Fundraising | $118,925 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,078,408 | TotalAmt |
| Program Services | $880,297 | ProgramServicesAmt |
| Management And General | $30,923 | ManagementAndGeneralAmt |
| Fundraising | $167,188 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,721 | TotalAmt |
| Program Services | $39,689 | ProgramServicesAmt |
| Fundraising | $27,032 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $135,522 | TotalAmt |
| Program Services | $117,871 | ProgramServicesAmt |
| Management And General | $5,203 | ManagementAndGeneralAmt |
| Fundraising | $12,448 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,381 | TotalAmt |
| Program Services | $51,203 | ProgramServicesAmt |
| Management And General | $2,717 | ManagementAndGeneralAmt |
| Fundraising | $6,461 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $554,042 | TotalAmt |
| Program Services | $472,542 | ProgramServicesAmt |
| Management And General | $24,128 | ManagementAndGeneralAmt |
| Fundraising | $57,372 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $314,523 | TotalAmt |
| Program Services | $217,045 | ProgramServicesAmt |
| Management And General | $4,020 | ManagementAndGeneralAmt |
| Fundraising | $93,458 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $582,282 | TotalAmt |
| Program Services | $377,645 | ProgramServicesAmt |
| Management And General | $5,349 | ManagementAndGeneralAmt |
| Fundraising | $199,288 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,098 | TotalAmt |
| Program Services | $2,627 | ProgramServicesAmt |
| Management And General | $139 | ManagementAndGeneralAmt |
| Fundraising | $332 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,519 | TotalAmt |
| Program Services | $13,519 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $274,880 | TotalAmt |
| Program Services | $252,332 | ProgramServicesAmt |
| Management And General | $6,675 | ManagementAndGeneralAmt |
| Fundraising | $15,873 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,043 | TotalAmt |
| Program Services | $32,219 | ProgramServicesAmt |
| Management And General | $10,759 | ManagementAndGeneralAmt |
| Fundraising | $4,065 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Postage and mailhouse | $2,952,637 | $1,458,566 | $17,717 | $1,476,354 |
| Printing & publications | $332,203 | $264,785 | $1,516 | $65,902 |
| Miscellaneous | $180,834 | $5,536 | $173,408 | $1,890 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,659,982 | TotalAmt |
| Program Services | $9,392,809 | ProgramServicesAmt |
| Management And General | $696,541 | ManagementAndGeneralAmt |
| Fundraising | $2,570,632 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | Yes (X) | JointCostsInd |
Total Joint Costs TotalJointCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,717,876 | TotalAmt |
| Program Services | $1,769,062 | ProgramServicesAmt |
| Management And General | $11,085 | ManagementAndGeneralAmt |
| Fundraising | $1,937,729 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $216,129 | BOYAmt |
| EOY | $1,338,996 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,905,199 | BOYAmt |
| EOY | $2,635,708 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $875,758 | BOYAmt |
| EOY | $1,547,946 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $334,865 | BOYAmt |
| EOY | $271,097 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,888 | BOYAmt |
| EOY | $52,316 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,773,233 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $789,056 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,235,983 | BOYAmt |
| EOY | $984,177 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,283,998 | BOYAmt |
| EOY | $507,317 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $187,664 | BOYAmt |
| EOY | $157,610 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,078,484 | BOYAmt |
| EOY | $7,495,167 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,059,016 | BOYAmt |
| EOY | $885,511 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $760,149 | BOYAmt |
| EOY | $1,360,150 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,048,269 | BOYAmt |
| EOY | $1,010,174 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,867,434 | BOYAmt |
| EOY | $3,255,835 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,800,516 | BOYAmt |
| EOY | $2,285,706 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,303,234 | BOYAmt |
| EOY | $1,622,009 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $107,300 | BOYAmt |
| EOY | $331,617 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,211,050 | BOYAmt |
| EOY | $4,239,332 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,078,484 | BOYAmt |
| EOY | $7,495,167 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $33,564 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$5,282 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | 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 | $9,365,277 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,188,501 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,916,423 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,657,896 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,338,917 | CurrentTaxYearAmt |
| Total | $52,467,014 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,365,277 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,188,501 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,916,423 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,657,896 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,338,917 | CurrentTaxYearAmt |
| Total | $52,467,014 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,615,070 | SubstantialContributorsTotAmt |
| Public Support Total170 | $48,851,944 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $72,437 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $68,194 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $73,816 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $75,462 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $69,016 | CurrentTaxYearAmt |
| Total | $358,925 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $42,198 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $57,897 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $137,806 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $73,274 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $81,813 | CurrentTaxYearAmt |
| Total | $392,988 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $53,218,927 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $6,678,293 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.91790 | PublicSupportCY170Pct |
| Public Support PY170 | 0.91370 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part IV Form990ScheduleAPartIVGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II, Line 10, Explanation of Other Income: | FormAndLineReferenceDesc |
| Explanation | Miscellaneous income - 2009 Amount: $ 42,198. 2010 Amount: $ 57,897. 2011 Amount: $ 137,806. 2012 Amount: $ 73,274. 2013 Amount: $ 81,813. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $104,168 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $104,168 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $12,409,852 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $12,514,020 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $775,701 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $193,925 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $659,179 | CurrentYearMinus3Amt |
| Current Year Minus2 | $734,392 | CurrentYearMinus2Amt |
| Current Year Minus1 | $806,668 | CurrentYearMinus1Amt |
| Current Year | $775,701 | CurrentYearAmt |
| Total | $2,975,940 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $4,463,910 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $62,527 | CurrentYearMinus3Amt |
| Current Year Minus2 | $39,951 | CurrentYearMinus2Amt |
| Current Year Minus1 | $85,793 | CurrentYearMinus1Amt |
| Current Year | $104,168 | CurrentYearAmt |
| Total | $292,439 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $164,795 | CurrentYearMinus3Amt |
| Current Year Minus2 | $183,598 | CurrentYearMinus2Amt |
| Current Year Minus1 | $201,667 | CurrentYearMinus1Amt |
| Current Year | $193,925 | CurrentYearAmt |
| Total | $743,985 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,115,978 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $107,300 | BeginningYearBalanceAmt |
| Contributions | $220,998 | ContributionsAmt |
| Investment Earnings Or Losses | $4,483 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $818 | OtherExpendituresAmt |
| End Year Balance | $331,963 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $107,300 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $481 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $481 | OtherExpendituresAmt |
| End Year Balance | $107,300 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $107,300 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $535 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $535 | OtherExpendituresAmt |
| End Year Balance | $107,300 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $107,300 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $483 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $483 | OtherExpendituresAmt |
| End Year Balance | $107,300 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $107,300 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,076 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,076 | OtherExpendituresAmt |
| End Year Balance | $107,300 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.99900 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00100 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $770,463 | OtherCostOrOtherBasisAmt |
| Depreciation | $224,718 | DepreciationAmt |
| Book Value | $545,745 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $735,996 | OtherCostOrOtherBasisAmt |
| Depreciation | $482,818 | DepreciationAmt |
| Book Value | $253,178 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $266,774 | OtherCostOrOtherBasisAmt |
| Depreciation | $81,520 | DepreciationAmt |
| Book Value | $185,254 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $984,177 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Private equity fund (bequeathed) | $32,746 | F |
| Beneficial interest in perpetual trust | $224,653 | F |
| Long term certificates of deposit | $249,918 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $507,317 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Capital lease obligations | $19,944 |
| Deferred lease incentive | $648,117 |
| Deferred rent | $342,113 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,010,174 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $12,832,264 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$5,282 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $144,000 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $138,718 | RevenueNotReportedAmt |
| Revenue Subtotal | $12,693,546 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $12,693,546 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $12,803,982 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $144,000 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $144,000 | ExpensesNotReportedAmt |
| Expenses Subtotal | $12,659,982 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $12,659,982 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | The earnings on the donor-restricted endowment are for general operations and research. The Foundation's Board approves the spending of the earnings on the endowment fund on an annual basis when it approves the annual budget. |
| Part X, Line 2: | The Foundation performed an evaluation of uncertain tax positions for the years ended September 30, 2014 and 2013, and determined that it has no material uncertain income tax positions, and accordingly, it has not recognized any liability for unrecognized income tax. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| Europe (Including Iceland & Greenland) | 0 | 0 | Program services | Consulting | $49,000 |
| North America | 0 | 0 | Program services | Consulting | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $50,000 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $50,000 | TotalSpentAmt |
| 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 |
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 |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| The Pursuant Group | ||||||||
| 5151 Belt Line Road Suite 900 | Dallas | TX | 75254 | Event fundraising counsel | 0 | $1,001,027 | $45,218 | $955,809 |
| John Mini Consulting Inc | ||||||||
| 707 Savannah Road | Lewes | DE | 199581521 | Direct mail | 0 | $793,442 | $73,707 | $719,735 |
| The Webster Group | ||||||||
| 5185 MacArthur Blvd NW 250 | Washington | DC | 20016 | Gala management | 0 | $88,433 | $88,433 | $0 |
| Public Interest Communications Inc | ||||||||
| 7700 Leesburg Pike | Falls Church | VA | 22043 | Direct mail telefundraising | 0 | $9,782 | $9,782 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $1,892,684 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $217,140 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $1,675,544 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | 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 | 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 | TN | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | NYC Butterfly Gala | NameOfEvent1Amt |
| Gross Receipts Event1 | $376,291 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $281,291 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $95,000 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $84,003 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $59,250 | EntertainmentEvent1Amt |
| Name Of Event2 | The Hon. Tom Harkin Tribute Gala | NameOfEvent2Amt |
| Gross Receipts Event2 | $713,169 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $654,669 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $58,500 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $19,956 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $63,230 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $26,500 | EntertainmentEvent2Amt |
| Gross Receipts Total | $1,089,460 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $935,960 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $153,500 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $19,956 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $147,233 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $85,750 | EntertainmentTotalEventsAmt |
| Direct Expense Summary Events | $252,939 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$99,439 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (18 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| Albert Einstein College of Medicine | ||||||||
| 1300 Morris Park Avenue | Bronx | NY | 10461 | 131624226 | 501(c)(3) | $60,000 | Research grant: Collective Data Analysis Initiative | |
| Albert Einstein College of Medicine | ||||||||
| 1300 Morris Park Avenue | Bronx | NY | 10461 | 131624226 | 501(c)(3) | $45,000 | LFA REAL-Exploratory Study | |
| Alliance for Lupus Research | ||||||||
| 28 West 44th Street | New York | NY | 10036 | 582492929 | 501(c)(3) | $66,667 | Lupus Insight Prize Award | |
| Brigham and Women's Hospital Inc | ||||||||
| 4 Black Fan Circle | Boston | MA | 02115 | 042312909 | 501(c)(3) | $70,000 | Career Development Award | |
| Columbia University | ||||||||
| 615 West 131st 3rd Floor | New York | NY | 10027 | 135598093 | 501(c)(3) | $20,000 | LFA REAL-Exploratory Study | |
| Duke University Medical Center | ||||||||
| PO Box 104132 | Durham | NC | 27708 | 560532129 | 501(c)(3) | $70,000 | Career Development Award | |
| Emory University | ||||||||
| 1599 Clifton Road NE 4th Floor MS | Atlanta | GA | 30322 | 580566256 | 501(c)(3) | $10,000 | LFA REAL-Exploratory Study | 1599/001/1BH |
| FNIH | ||||||||
| 9650 Rockville Park | Bethesda | MD | 20814 | 521986675 | 501(c)(3) | $25,000 | AMP-RA/SLE Research Project | |
| LFA DCMDVA Chapter | ||||||||
| 1319 F Street NW Suite 305 | Washington | DC | 20004 | 237448063 | 501(c)(3) | $25,600 | Program grant | |
| LFA New Jersey Chapter | ||||||||
| 150 Morris Avenue | Springfield | NJ | 07081 | 222107053 | 501(c)(3) | $25,600 | Supporting organization start-up grant | |
| Lupus Therapeutics Inc | ||||||||
| 2000 L Street NW | Washington | DC | 20036 | 464170988 | 501(c)(3) | $231,347 | Supporting organization start-up grant | |
| Medical University of SC | ||||||||
| 179 Ashley Avenue | Charleston | SC | 29425 | 576000722 | 501(c)(3) | $135,000 | Lifeline grant | |
| Medical University of SC | ||||||||
| 179 Ashley Avenue | Charleston | SC | 29425 | 576000722 | 501(c)(3) | $10,000 | LFA REAL-Exploratory Study | |
| NY University | ||||||||
| 545 First Avenue | New York | NY | 10016 | 135562308 | 501(c)(3) | $135,000 | Lifeline Grant | |
| Oklahoma Medical Research Found | ||||||||
| 825 NE 13th Street | Oklahoma City | OK | 73104 | 730580274 | 501(c)(3) | $10,000 | LFA REAL-Exploratory Study | |
| The Children Hospital of Philadelphia | ||||||||
| 34th Civic Center Boulevard | Philadelphia | PA | 19104 | 231352166 | 501(c)(3) | $500,000 | Pediatric Lupus Nephritis Biomarker Panel | |
| The Regent of the UCLA | ||||||||
| 11000 Kinross Avenue Suite 211 | Los Angeles | CA | 90095 | 956006143 | 501(c)(3) | $135,000 | Lifeline Grant | |
| Yale University | ||||||||
| 47 College Street Suite 203 | New Haven | CT | 06520 | 060646973 | 501(c)(3) | $135,000 | Lifeline Grant | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 18 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | All grant recipients are required to sign the Foundation's grant award agreement and meet the following conditions: - Meet all applicable and relevant guidelines regarding the use of animal and human subjects. - Meet all institutional policies and local, state, and federal regulations governing the conduct of research. - Submit Internal Review Board and Institutional Animal Care and Use Committee (if applicable) approval from the grant recipient's institution. - Complete and submit the "proposed budget". - Adhere to the Foundation's policy on Inventions and Discoveries. - Notify the Foundation of any publication or professional presentation based on Foundation-funded research project and provide the Foundation with electronic copies of any publication or professional presentation made possible, facilitated, expedited, or supported in any way by the award, even if developed, initiated, or finalized after the award period has expired, within 30 days of final production. - Acknowledge the Foundation in any and all publications or presentations based, partially or wholly, on or developed under the Award must, unless otherwise requested by the Foundation, with the following statement: "This research was supported by the Lupus Foundation of America, Inc." - All funds are used exclusively toward expenditures for the said research, and no amount of the research grant funds can be used to finance indirect costs. - Keep complete and accurate records on the receipt and disbursement of all award funds, and may not co-mingle any funds from other sources. Must retain all such records for a period of at least two years after the expiration date of the Agreement and the Foundation has the right to review such records upon request. In addition, all grant recipients are required to submit interim and final reports with a grant installment payment tied to report submission. The reviews the interim and final reports to confirm that the investigator achieved the original study objective. - Agree that either party may terminate the agreement for convenience upon thirty (30) days prior written notice to the other party. The Foundation reserves the right to terminate the agreement effective immediately, upon written notice, if the grant recipient (i) is unable to complete the study; (ii) materially alter the study; (iii) uses the award grant for prohibited expenses or; (iv) breaches of the agreement and fails to cure such breach within ten (10) days following recipient's or Institution's receipt of written notice thereof. - Acknowledge that neither the Foundation, the Institution, nor Investigator shall be liable for any failure to perform any obligations under the agreement if such failure results from causes beyond its reasonable control. - Acknowledge that the agreement shall be governed by the laws of the District of Columbia, without regard to its conflict of law rules. - Acknowledge that the agreement may not be assigned or transferred without the Foundation's prior written consent. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Seung-Ae Chung | ||||||||||||||
| Chief Financial Officer | $161,974 | $0 | $2,500 | $0 | $0 | $0 | $15,214 | $0 | $5,677 | $0 | $185,365 | $0 | $0 | $0 |
| Sandra C Raymond | ||||||||||||||
| President and CEO | $250,165 | $0 | $25,000 | $0 | $0 | $0 | $22,950 | $0 | $5,133 | $0 | $303,248 | $0 | $0 | $0 |
| Mary T Crimmings | ||||||||||||||
| VP, Marketing & Communications | $173,159 | $0 | $2,500 | $0 | $0 | $0 | $12,715 | $0 | $655 | $0 | $189,029 | $0 | $0 | $0 |
| Leslie Hanrahan | ||||||||||||||
| VP, Education & Research | $159,712 | $0 | $2,500 | $0 | $0 | $0 | $12,638 | $0 | $5,235 | $0 | $180,085 | $0 | $0 | $0 |
| Duane Peters | ||||||||||||||
| Sr. Dir. Marketing & Communications | $135,335 | $0 | $1,100 | $0 | $0 | $0 | $12,940 | $0 | $5,235 | $0 | $154,610 | $0 | $0 | $0 |
| Mary C Schwarz | ||||||||||||||
| Former COO - until 05/2013 | $101,851 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $2,150 | $0 | $104,001 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 4a | FormAndLineReferenceDesc |
| Explanation | During the year ended September 30, 2014, Christine A. Naylor, National Director, Development and Special Events until November 2013, received a severance payment of $8,462. | ExplanationTxt |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $3,485,888 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair market value | MethodOfDeterminingRevenuesTxt |
Cars And Other Vehicles CarsAndOtherVehiclesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 75 | ContributionCnt |
| Noncash Contributions Rpt F990 | $22,035 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair market value | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 9 | ContributionCnt |
| Noncash Contributions Rpt F990 | $19,447 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair market value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 32b: | FormAndLineReferenceDesc |
| Explanation | The Foundation's processing of donated securities is handled by our investment banking institution, Stifel, Nicolaus & Company, Inc. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 7b | The chapters have the authority to vote on any proposed changes by the Board of the Directors to the Foundation's bylaws. |
| Form 990, Part VI, Section B, line 11 | The Foundation hires an independent accounting firm to prepare the Form 990. A draft of the Form 990 is first reviewed by the CFO and the final draft of the Form 990 is reviewed by both the CFO and the President & CEO. Before filing the form with the Internal Revenue Service (IRS), a copy of the final draft is distributed to the Finance Committee and the form is reviewed and approved via a telephone conference. Once approved by the Finance Committee, a complete copy of the Form 990 is provided to all members of the Board of Directors before filing the Form with the IRS. |
| Form 990, Part VI, Section B, line 12c | At the Foundation's board meeting in the fall, the conflict of interest statement and questionnaire are completed and signed by each officer, director, committee member and key employee. All conflict of interest statements and questionnaires are reviewed by the President & CEO and CFO who note any actual or potential conflicts. There have been no conflicts noted during the year. |
| Form 990, Part VI, Section B, line 15 | The Executive Committee of the Board (EC) conducts an annual performance evaluation of the President & CEO and recommends salary level changes to the Board of Directors for approval. The recommended changes are based on the most currently available comparability data from the Management Compensation Survey Study published jointly by the National Health Council and the National Human Services Assembly. Once approved, one of the members of the EC, generally the Chairman or the Treasurer, notifies the CFO of the new approved compensation arrangement for the President & CEO. All other key employees receive an annual performance review by the President & CEO and approved salary increases are documented on each individual's annual performanace evaluation form. |
| Form 990, Part VI, Section C, line 19 | The Foundation makes its financial statements available to the public upon request and by posting its annual report and providing a weblink to Guidestar on its website. The federal Form 990 and all other governing documents are available upon request. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| Lupus America Communities | |||||||||
| 2000 L Street NW Suite 410 | Washington | DC | 20036 | 900870868 | Supporting organization | DC | 501(c)(3) | Line 11c, III-FI | 0 |
| Lupus Therapeutics Inc | |||||||||
| 2000 L Street NW Suite 410 | Washington | DC | 20036 | 464170988 | Supporting organization | DC | 501(c)(3) | Line 11c, III-FI | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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