2015-06-17T10:13:12-05:00 2014-12-31 581729751 Metcalf Davis CPAs 3340 Peachtree Road NE Suite 2600 Atlanta GA 303261089 990 2014-01-01 581341679 Arthritis Foundation Inc ARTH 4048727100 1330 West Peachtree Street No 100 Atlanta GA 30309 Karen Larson CFO 4048727100 2015-06-17 1 Susan Hill P00846200 4042641700 2015-06-17 2014 2016-04-25 22:37:26Z Karen Larson 1330 West Peachtree Street No 100 Atlanta GA 30309 66480974 0 8510 X www.arthritis.org X 1948 GA The mission of the Arthritis Foundation is to improve lives through leadership in prevention, control and cure of arthritis and related diseases. 32 32 212 7700 4472051 -13659 37069773 42556795 5906306 5757499 927562 1281380 5181683 4887757 49085324 54483431 6093352 7093347 0 0 13281486 13799005 2613826 2232604 5257467 25677513 23900608 47666177 47025564 1419147 7457867 58375213 66995112 26340333 24008837 32034880 42986275 X The mission of the Arthritis Foundation is to improve lives through leadership in prevention, control and cure of arthritis and related diseases. 0 0 20082695 81458 5785130 Community Help & Support: The Arthritis Foundation community programs empower people in local communities nationwide. The Foundation provides opportunities for people to connect with others with similar challenges and develop supportive relationships. The Arthritis Foundation programs include Kids and Family camps, the Juvenile Arthritis National Conference, the Walk With Ease exercise program, and exercise and aquatics programs. The people we reach through these programs and arm with information and self-management strategies have a better perspective on their disease and, in turn, better outcomes. 9085549 6925831 Scientific Discovery: For almost 70 years, the Arthritis Foundation has initiated and supported scientific discoveries that improve the lives of people with arthritis and related diseases. The Arthritis Foundation continues to lead the way in advancing scientific discoveries and seeking solutions that will positively impact the lives of those who suffer. Our commitment to finding a cure is unwavering. The scientific strategy is the direction the Arthritis Foundation Science Department is going over the next five years. The scientific strategy has three pillars. The goal for each pillar is listed below. Pillar #1: Delivering on Discovery: Improved decision making and better lives through improved prevention, earlier diagnosis and new treatments to prevent, control and cure arthritis and related diseases. Pillar #2: Decision Making With Metrics: Fact-based metrics for decision making and guiding actions to improve the health of people across the lifespan with arthritis and related diseases. Pillar #3: Building Human Capital: Scientific research pipeline is strengthened and scientific discovery is catalyzed and accelerated for arthritis and related diseases. 6785714 86058 Advocacy and Access: Advocacy is one of the four pillars of the Arthritis Foundation. Our mission is to be the voice of people with Arthritis with policy makers, elected officials, regulators, at all levels of government, and employers. We do this by engaging our community of advocates in legislative and regulatory policy making, helping them to find their voices through advocacy training, meetings with Congressional representatives and state officials to ensure access to timely, affordable access to treatments and medications. Part of our advocacy program also includes the Arthritis Ambassador Program to strengthen relationships with members of Congress through advocacy training and relationship development. A new focus of the advocacy program is active engagement by our advocates in policymaking at the state level. In addition, the Arthritis Foundation is working to ensure that research funding for arthritis is increased and that there is recognition of the fact that this disease impacts one in four Americans. 35953958 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 0 1 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 110 0 1 212 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 X 32 32 0 0 0 0 0 1 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 GA WI MN OR ND X X Essil Washington 4049657502 1330 W Peachtree St Suite 100 Atlanta GA 30309 Mary Battle Director 0.00 X 0 0 0 Aaron Breitenbach Director 0.00 X 0 0 0 Theodore Ted Cadwell Director 0.00 X 0 0 0 Rowland W Bing Chang Vice Chair 0.00 X 0 0 0 K Andrew Crighton At Large 0.00 X 0 0 0 Catherine T Cathy Dunlay Secretary 0.00 X 0 0 0 Dennis Ehling Director 0.00 X 0 0 0 Autumn Ehnow Director 0.00 X 0 0 0 Helen Emery Director 0.00 X 0 0 0 Patricia Trish Hannon At Large 0.00 X 0 0 0 E Robert Harris Director 0.00 X 0 0 0 Margaret Jackson Director 0.00 X 0 0 0 Randeep Kahlon Director 0.00 X 0 0 0 Virginia Kraus Director 0.00 X 0 0 0 Frank P Longobardi At Large 0.00 X 0 0 0 Alan Lotvin Director 0.00 X 0 0 0 Peter R Martin Director 0.00 X 0 0 0 Daniel T McGowan Immediate Past Chair 0.00 X 0 0 0 Chris Nieto Director 0.00 X 0 0 0 Michael V Ortman Chair 0.00 X 0 0 0 David Pleasance Director 0.00 X 0 0 0 Cavan Redmond Director 0.00 X 0 0 0 Kirsten Smith Director 0.00 X 0 0 0 Walter Wally Smith Director 0.00 X 0 0 0 Laurie Stewart Treasurer 0.00 X 0 0 0 Janalee Taylor At Large 0.00 X 0 0 0 Suzanne Taylor Director 0.00 X 0 0 0 Kelli Thompson Director 0.00 X 0 0 0 Peter Vican Director 0.00 X 0 0 0 Jennifer Vido Director 0.00 X 0 0 0 Dan Wenger Director 0.00 X 0 0 0 W Hayes Wilson Director 0.00 X 0 0 0 Bryon Wornson Director 0.00 X 0 0 0 Ann Palmer CEO 37.50 X 386561 0 33619 Karen Larson CFO 37.50 X 198080 0 11674 Kenneth Guthrie Senior Vice President of Staff Operations 37.50 X 185946 0 8902 Cynthia McDaniel Senior Vice President, Consumer Health 37.50 X 177643 0 14779 Meagan Fulmer Chief Development Officer 37.50 X 213061 0 8822 George P Brennan Arthritis Today - National Sales Director 37.50 X 157696 0 8292 Marla F Davidson Vice President 37.50 X 191143 0 8930 1510130 0 95018 9 0 1 0 Merkle Inc PO Box 64897 Baltimore MD 212644897 Direct Mail Processor 10385026 Blackbaud Internet Solutions Division PO Box 930256 Atlanta GA 311930256 Technology and Software Services 1269620 CDS Global Inc 1419 W 5th Street Wilton IA 52778 Media Services 496240 Randstad Technologies PO Box 100153 Atlanta GA 30384 Digital Website Services 471048 Fine Line 290 Garry Street Winnipeg CA R3C1H3 Professional Fulfillment Services 415394 26 88560 1706549 1297350 39464336 390596 42556795 Sales and service fees 624100 5757499 5757499 5757499 802814 802814 85278 85278 228421 529781 -301360 -301360 -301360 11571321 11092755 478566 478566 478566 677804 1706549 375007 302797 302797 Advertising revenue 541800 4709078 4709078 481(a) adjustment 531120 64333 64333 Miscellaneous revenues 900099 27631 27631 4801042 54483431 5785130 4472051 1669455 7043317 7043317 50030 50030 1493180 796153 562866 134161 10238150 6277892 2497255 1463003 1183746 745490 283634 154622 883929 543531 219164 121234 176019 137295 19362 19362 121000 30250 90750 2232604 2232604 4211566 3600262 434942 176362 291917 221645 6536 63736 4165560 3093821 799544 272195 454424 339279 50408 64737 1092296 702168 144008 246120 623809 566354 26784 30671 85485 64969 11113 9403 304664 231016 37953 35695 222582 168299 27181 27102 Membership/direct respo 7521439 7521439 0 0 Printing, publications, 1822849 1743554 15586 63709 Data processing and acc 1367116 746811 558033 62272 Advertising commissions 367063 367063 0 0 1072819 963320 29020 80479 47025564 35953958 5814139 5257467 X 9754043 7521439 142897 2089707 X 2827373 9498924 5533817 7584502 6860432 4502680 469099 405745 1341777 1092243 12617476 7182483 5159802 5434993 27602157 29559035 8580756 8916990 58375213 66995112 6034921 5263109 4206223 4223566 1600000 1100000 14499189 13422162 26340333 24008837 X 4635020 9170676 13654959 18946747 13744901 14868852 32034880 42986275 58375213 66995112 X 7457867 -278935 3772463 X 0 1 X 1 1 1 X 36965299 38998639 34111935 37069773 42556795 189702441 36965299 38998639 34111935 37069773 42556795 189702441 1061381 188641060 913383 798359 763126 683119 888092 4046079 8046 -6583 -24229 -71535 -13659 -107960 -175300 335022 -835488 -55483 27631 -703618 192936942 31456978 0.97770 0.97110 X Schedule A, Part II, Section B, line 10 Other income is an accumulation of individually insignificant transactions of revenues and expenses incurred during normal day-to-day operations of the Organization and were not orginally recorded in specific income or expense accounts during the year. For financial reporting purposes this accumulated balance was deemed immaterial and remained separately reported on the Organization's financial statements as 'Miscellaneous revenues and (losses).' Additionally, a portion of other income is due to unused grant expenditures that were refunded to the Organization during the year. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 217974 266413 484387 46576444 47060831 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 404120 421079 279353 484387 1588939 250000 250000 250000 250000 1000000 1500000 181854 189486 125709 217974 715023 6451538 868460 208043 232338 7295703 5689033 979718 217213 6451538 5388928 599664 299559 5689033 6068156 -42379 636849 5388928 7126682 306960 552774 1918260 6068156 0.78840 0.21160 0 0 2400000 2400000 4577787 2887442 1690345 2991884 2474021 517863 2079810 1821020 258790 567995 567995 5434993 Beneficial interests in perpetual trusts 8916990 8916990 Liability under SIA 9372213 Debt obligations 322986 Funds held in trust for Chartered Entities 3726963 13422162 X 58506740 -278935 3836796 3557861 54948879 -465448 -465448 54483431 47555345 529781 529781 47025564 0 47025564 Part V, Line 4: The National Office's endowment consists of ten individual funds established for research and operations. Part X, Line 2: Income Taxes - As of March, 2015, the AICPA no longer requires the disclosure of uncertain tax positions when there are no uncertain tax positions. Therefore, the National Office has not included a FIN 48 statement in its most recently audited financial statements. Part XI, Line 2d - Other Adjustments: Change in valuation of split interest agreements -487,716. Transfer of assets from Regions that relinquished charters 4,324,512. Part XI, Line 4b - Other Adjustments: Rental expenses -529,781. 481(a) adjustment 64,333. Part XII, Line 2d - Other Adjustments: Rental expenses 529,781. X X X X X X X 1 Merkle Inc PO Box 64897 Baltimore MD 212644897 Year-Round Direct Response Marketing 1 12031610 10385026 1646584 MDS Communications Corporation 545 W Juanita Ave Mesa AZ 85210 Telemarketing service 0 309965 145714 164251 Advanced Remarketing Services 308 Market Street Warren RI 02885 Auto's for Arthritis - Donated Vehicles 1 34397 2300 32097 12375972 10533040 1842932 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY Jingle Bell Run 1148532 1148532 172606 Arthritis Walk 558017 558017 43647 7 677804 677804 158754 2384353 1706549 677804 375007 375007 302797 1 Arthritis Research Center Foundation Inc 1035 N Emporia Street Suite 288 Wichita KS 67214 481223461 501(c)(3) 100000 research Beth Israel Deaconess Medical Center 330 Brookline Avenue BR 264 Boston MA 02215 042103881 501(c)(3) 50000 research Boston University Office of Research Accounting Boston MA 02215 042103547 501(c)(3) 182950 research Brigham and Women's Hospital Research Management Boston MA 02115 042312909 501(c)(3) 50000 research CARRA INC c/o Stanford University Medical Center Palo Alto CA 94304 464152355 501(c)(3) 3250000 research Columbia University 116th Street Broadway New York NY 10027 135598093 501(c)(3) 10351 research Duke University Accounts Receivable Charlotte NC 282602651 560532129 501(c)(3) 722000 research Foundation for the National Institutes of Health 9650 Rockville Pike Bethesda MD 20814 521986675 501(c)(3) 100000 research Hospital for Special Surgery 535 East 70th Street New York NY 10021 136714749 501(c)(3) 100000 research Johns Hopkins University 12529 Collections Center Drive Chicago IL 60693 520595110 501(c)(3) 160000 research New York University School of Medicine PO Box 415026 Boston MA 02241 135562308 501(c)(3) 195000 research NOA INC 4201 Collins Avenue Miami Beach FL 33140 650519986 501(c)(3) 300000 research Oklahoma Medical Research Foundation 825 NE 13 Street Oklahoma City OK 73104 730580274 501(c)(3) 50000 research Rush University Medical Center 1700 West Van Buren Rm277 Chicago IL 60612 362174823 501(c)(3) 50000 research Shriners Hospital for Children Fiscal Services Portland OR 97239 362193608 501(c)(3) -8334 research Stanford University PO Box 44253 San Francisco CA 941444253 941156365 501(c)(3) 200000 research The Children's Hospital of Philadelphia Research Instittute 3535 Market Street Philadelphia PA 191781457 231352166 509(a)(1) 100000 research University of Colorado Denver Grants and Contracts Denver CO 802910238 846000555 501(c)(3) 100000 research The Trustees of Columbia University Grants and Contracts New York NY 100879789 135598093 501(c)(3) 50000 research The University of Alabama at Birmingham 1530 3rd Avenue South AB 990 Birmingham AL 352940109 636005396 501(c)(3) -8334 research Tuft University Ballou Hall Medford MA 02155 421036340 501(c)(3) 8334 research University of California Controllers Office West Scramento CA 957989062 946036494 501(c)(3) -100000 research University of California San Diego - Health Sciences Cashers Office La Jolla CA 920930012 966006144 501(c)(3) 150000 research University of California San Francisco Controllers Office San Francisco CA 94143 946036493 501(c)(3) 550000 research University of Maryland Baltimore PO Box 41428 Baltimore MD 212036428 526002033 501(c)(3) 30000 research University of Massachusetts Medical School 55 Lake Avenue North Worcester MA 01655 043167352 170(c)(1) 100000 research University of North Carolina at Chapel Hill PO Box 402420 Chapel Hill NC 27599 566001393 501(c)(3) 50000 research University of Pennsylvania Medical Center PO Box 785541 Philadelphia PA 191046205 231352685 501(c)(3) 50000 research University of Pittsburgh Research/Cost Accounting Pittsburgh PA 152517220 250965591 501(c)(3) 50000 research Washington State University c/o Office of University Receivable PO Box 641039 Pullman WA 991641039 916001108 501(c)(3) 100000 research University of Texas MD Anderson Cancer Center Grants Contracts Accounting Houston TX 77030 746001118 501(c)(3) 50000 research University of Utah Grants and Contrascts Accounting Salt Lake City UT 84112 876000525 501(c)(3) 50000 research Vanderbilt University Medical Center Dept of Finance Atlanta GA 311920303 620476822 501(c)(3) 60000 research Other 3862 research Florida 410 12th Street West Bradenton FL 34205 590816892 501(c)(3) 3500 Program Grant Great Lakes Region 3740 Ridge Mill Drive Hilliard OH 43026 274014550 501(c)(3) 6250 Program Grant Great West Region 115 NE 100th St Suite 350 Seattle WA 98125 383826066 501(c)(3) 13000 Program Grant Heartland Region 35 E Wacker Drive Suite 2260 Chicago IL 60601 264639290 501(c)(3) 12500 Program Grant Mid-Atlantic Region 4720 Montgomery Lane Bethesda MD 20814 800518955 501(c)(3) 12735 Program Grant New England Region 35 Cold Spring Road Suite 411 Rocky Hill CT 06067 042113261 501(c)(3) 12500 Program Grant Northeast Region 122 East 42nd Street 18th Floor New York NY 10168 800489313 501(c)(3) 5250 Program Grant Pacific Region 800 W 6th Street Suite 1250 Los Angeles CA 90017 951885447 501(c)(3) 15250 Program Grant South Central Region 4300 MacArthur Avenue Suite 245 Dallas TX 75209 943454386 501(c)(3) 5000 Program Grant Southeast Region 209 10th Ave South Suite 212A Nashville TN 37203 383806275 501(c)(3) 5000 Program Grant Upper Midwest Region 1876 Minnehaha Ave West St Paul MN 55104 390860526 501(c)(3) 7781 Program Grant Gordon 501(c)(3) 10000 Other Awards and Grant Fusion 501(c)(3) 10015 Other Awards and Grant University of Nebraska 1400 R Street Lincoln NE 68588 501(c)(3) 10000 Other Awards and Grant BROPHYMARY 501(c)(3) 351 Other Awards and Grant O DELLJAMES William B 501(c)(3) 856 Other Awards and Grant Orthopaedic Research 501(c)(3) 7500 Other Awards and Grant 48 3 Junior Arthritis camperships 62 50030 Part I, Line 2: Monitoring is provided by the Arthritis Foundation's National Office through oversight of the terms and conditions of a written grant agreement. Multiyear agreements require yearly progress and financial reports for continuation of funding. X X X X X X 1 1 0 0 0 0 0 1 0 Ann Palmer CEO 378061 0 0 0 8500 0 17500 0 16119 0 420180 0 0 0 Karen Larson CFO 183080 0 0 0 15000 0 0 0 11674 0 209754 0 0 0 Kenneth Guthrie Senior Vice President of Staff Opera 185946 0 0 0 0 0 0 0 8902 0 194848 0 0 0 Cynthia McDaniel Senior Vice President, Consumer Heal 172643 0 5000 0 0 0 0 0 14779 0 192422 0 0 0 Meagan Fulmer Chief Development Officer 208061 0 5000 0 0 0 0 0 8822 0 221883 0 0 0 George P Brennan Arthritis Today - National Sales Dir 118421 0 0 0 39275 0 0 0 8292 0 165988 0 0 0 Marla F Davidson Vice President 191143 0 0 0 0 0 0 0 8930 0 200073 0 0 0 Part I, Line 7 Senior management performance based incentive compensation plan. Part I, Line 8 CEO has a contract. X 51 390596 Realized sales price 0 1 1 Part I, Line 32b: Auto's for Arthritis- Advanced Remarketing Services delivers professional remarketing services to the Arthritis Foundation car donation programs. Services include state of the art call center, nationwide towing coverage, established network of buyers and auctions, comprehensive reporting and processing of all required State and IRS documents. Funds collected (gross, less applicable fees) are direct deposited into the National Office bank account. National Office accounting staff has been given access to the online report system to generate report used to disburse funds to the appropriate chartered entities based on the donor zip code. Form 990, Part VI, Section A, line 1 The Executive Committee has been given the authority to exercise any and all powers of the National Board between meetings of the full National Board. The Executive Committee consists of the Officers and up to eight additional Directors. Form 990, Part VI, Section A, line 7a Twenty members of the Foundation's Board of Directors are elected by the Regional Corporations as each Region has the right to elect two members. Form 990, Part VI, Section B, line 11 The Form 990 was prepared by a public accounting firm with input from the Foundation's accounting staff and CFO. A draft copy of the Form 990 was reviewed by key accounting staff and senior management. Each person individually reviewed the Form (including schedules) and submitted questions or comments to management as necessary. Questions and comments were resolved appropriately to the satisfaction of the Foundation's CFO. The Form 990 (including schedules) was then reviewed and approved by the Audit Committee of the Board of Directors at a scheduled meeting. Comments and suggested changes were incorporated into a subsequent draft of the Form 990, the final draft of the Form 990 was presented to the full Board of Directors prior to submission. The final form was provided to the entire board of directors prior to filing. The form is filed after review before the entire board at a scheduled meeting. Form 990, Part VI, Section B, line 12c At least annually, all employees must sign a Conflict of Interest disclosure form. Volunteers in positions of governance such as for Board members, Committee members and ad hoc task force members shall complete a conflict of interest disclosure form annually and prior to initial appointment to serve in these various positions. The board of directors audit committee reviews and adjudicates potential volunteer conflicts. If potential conflicts exist as to Arthritis Foundation Staff, the appropriate management and/or the Human Resources department shall address them. Form 990, Part VI, Section B, line 15 The Compensation and Personnel Committee met on 10/24/2014 to review total compensation and benefits for the CEO and six other key employees. The Committee received compensation reports prepared by an independent compensation consultant, James E. Rocco Associates, and reviewed the comparative analysis of market data for peer organizations with the total compensation paid by the Arthritis Foundation for each position. It was the consultant's unreserved opinion that the base salaries and total compensation provided to the Foundation's ten senior management executives, including the CEO, meet all standards of reasonableness and are not excessive. The Committee meets annually to complete this review and reports to the Board of Directors. Form 990, Part VI, Section C, line 19 The organization makes public the majority of its governing documents, conflict of interest policy, and financial statements via the National Office's website at www.arthritis.org. All other documents not readily avialible via this website are available upon request. Form 990, Part X, line 15 In the current year, amounts due from Chartered Entities have been netted against amounts due to Chartered Entities and reported on line 4. Form 990, Part XI, line 9: - Net change in valuation of split interest agreement. -487,716. - Transfer of assets from Southeast Region 1,967,513. - Transfer of assets from Upper Midwest Region 2,356,999. - 481(a) adjustment -64,333.