2015-08-03T16:45:40-05:00 2014-09-30 910189318 MOSS ADAMS LLP 3121 W MARCH LN STE 100 STOCKTON CA 952192367 990 2013-10-01 941494446 MEDIC ALERT FOUNDATION UNITED STATES MEDI 2096683333 2323 COLORADO AVENUE TURLOCK CA 95382 BRIAN GRAVES VICE PRESIDENT OF FINANCE 2096683333 2015-07-21 1 TRACY S PAGLIA P00366884 2099556100 2013 2016-04-25 22:37:26Z DAN MCCORMICK 2323 COLORADO AVENUE TURLOCK CA 95382 21710872 0 X WWW.MEDICALERT.ORG X 1956 CA TO PROVIDE PERSONAL AND MEDICAL INFORMATION AT TIME OF NEED TO PROTECT AND SAVE LIVES. 13 13 136 22 159480 60019 1545043 1548734 9576137 9954366 634208 906897 1098171 1104412 12853559 13514409 3500 0 0 0 8977253 7913321 461223 350602 774106 9121811 9040209 18563787 17304132 -5710228 -3789723 20543695 12556795 15265887 11521598 5277808 1035197 X TO PROVIDE PERSONAL AND MEDICAL INFORMATION AT TIME OF NEED TO PROTECT AND SAVE LIVES. 0 0 10491036 8797532 PROGRAM SERVICE REVENUE ACCURATE AND UPDATED INFORMATION IS ESSENTIAL TO PROVIDING GOOD SERVICE. MEMBERS ARE ENCOURAGED TO REGULARLY UPDATE THEIR MEDICAL RECORDS AND PERSONAL-NOTIFY INFORMATION. WEB ACCESS AND 24-HR CUSTOMER SERVICE CENTER PERMITS IMMEDIATE CHANGES AND PERMITS MEMBERS TO OBTAIN SERVICES AT ANY TIME. 1974948 AWARENESS AND PUBLIC INFORMATION PROGRAMS DESIGNED TO INFORM AND EDUCATE THE GENERAL PUBLIC, PHYSICIANS, PHARMACISTS AND OTHER HEALTHCARE PROFESSIONALS ABOUT THE SCOPE AND AVAILABILITY OF MEDICALERT SERVICES. 260289 EMERGENCY RESPONSE A 24-HR EMERGENCY HOTLINE SERVICE IS STAFFED BY MEDICAL PROFESSIONALS WHO ACCEPT TOLLFREE CALLS FROM MEMBERS AND MEDICAL AND LAW ENFORCEMENT PROFESSIONALS AROUND THE WORLD, REQUIRING MEDICAL INFORMATION TO AID OR TREAT A PATIENT IN CRISIS, INCLUDING ACCIDENTS, LOST CHILDREN AND WANDERING ADULTS. 368867 2094272 PROGRAMS RELATED TO PROFESSIONAL EDUCATION AND TRAINING PLUS THE MAINTENANCE, SUPPORT AND TRAINING FOR AN INTERNALLY DEVELOPED ERP SOFTWARE SOLUTION COUPLED WITH THE SUPPORT OF THE INTERNATIONAL AFFILIATE ORGANIZATIONS. 368867 2094272 13095140 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 48 0 1 136 1 1 1 0 0 0 0 1 1 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AK AZ AR CO CT FL GA IL KS KY LA ME MD MA MI MN MS NH NJ NM NY NC ND OH OK OR PA RI SC TN VA WA WV WI CA X BRIAN GRAVES 2096694062 2323 COLORADO AVE TURLOCK CA 95382 RORRIE COLIN C TREASURER 1.70 X X 0 0 0 BLAND CALVIN CHAIRPERSON 9.60 X X 0 0 0 GRADISON MARGARET SECRETARY 3.20 X X 0 0 0 GRAHAM ROBERT DIRECTOR 3.00 X 0 0 0 LAIGN MICHAEL DIRECTOR 3.20 X 0 0 0 TRETHEWAY BARTON VICE CHAIRMAN 4.00 X X 0 0 0 ADAMSON GARY DIRECTOR (THRU 10/2013) 2.00 X 0 0 0 CLAIBORNE CARY DIRECTOR 3.60 X 0 0 0 LATIMER GAIL DIRECTOR 1.50 X 0 0 0 LOWTHERS BRUCE DIRECTOR 1.00 X 0 0 0 NATHAN PHIL DIRECTOR 3.70 X 0 0 0 DEAN MARY L PAST CHAIRPERSON 2.00 X 0 0 0 BLOUNT BOB DIRECTOR 2.20 X 0 0 0 WIGGLESWORTH ANDREW PRESIDENT, CEO (THRU 11/01/14) 40.00 X 362615 0 29075 LAMOREE KAREN COO 40.00 X 242964 0 28259 GRAVES BRIAN V.P. OF FINANCE 40.00 X 124593 0 25400 MERCADO JORGE PR ARCHITECT 40.00 X 156197 0 10304 HOWARD MELODY VP, CALL CENTER OPERATIONS 40.00 X 131587 0 21787 HORTON CARL SOFTWARE ARCHITECT 40.00 X 124540 0 23747 FANSELAU MICHAEL DIRECTOR OF HR 40.00 X 126133 0 20944 WEATHERMAN DANIEL DIRECTOR OF IT 40.00 X 131765 0 21429 SRINIVASAN RAMESH SR. VP, MARKETING (THRU 6/2013) 40.00 X 101199 0 17296 1501593 0 198241 9 1 1 0 EVERGE GROUP OF TEXAS LTD 4965 PRESTON PARK BLVD STE 700 PLANO TX 75093 CONSULTING 1454880 DUANE MORRIS LLP 30 S 17TH STREET PHILADELPHIA PA 19103 LEGAL SERVICES 446745 RUFFALO CODY LLC 65 KIRKWOOD NORTH ROAD SW CEDAR RAPIDS IA 52404 EXTERNAL TELEFUNDRAISING 409976 DAZ SYSTEMS INC 880 APOLLO STREET SUITE 201 EL SEGUNDO CA 90245 CONSULTING 236960 STARIZON STUDIO INC 31 RIVER OVERLOOK COURT KEYSTONE CO 80435 CONSULTING 199952 8 1548734 1548734 PROGRAM SERVICE REV. 812900 8797532 8797532 FREIGHT & SERVICES 812900 680331 520851 159480 LICENSE FEES 812900 476503 476503 9954366 72411 72411 8203772 7369286 834486 834486 834486 1924095 827177 1096918 1096918 INCOME TAX REFUNDS, NET OF EXPESE 900099 7494 7494 7494 13514409 10891804 159480 914391 861504 285250 490104 86150 5288097 4278897 960232 48968 180745 146099 31925 2721 1126416 932834 177003 16579 456559 355077 90438 11044 303106 1053 302053 178800 178800 350602 350602 25719 25719 899824 594439 304585 800 574847 574847 1752795 1445579 67252 239964 756489 756294 195 207616 180474 27142 264932 87762 171742 5428 159213 24164 134239 810 56163 56163 2846756 2796989 48278 1489 129336 600 128736 RECRUITING AND TRAINING 492190 448174 37930 6086 WORKER'S COMPENSATION 119454 104009 13633 1812 BAD DEBT 82401 82401 AWARDS AND GIFTS 12386 4445 7941 178182 78154 98375 1653 17304132 13095140 3434886 774106 1500 1500 310844 643582 916487 360101 392411 342715 682509 481605 24321097 15897524 11266845 8423573 6973099 2303719 20543695 12556795 1649798 1559413 9817100 9840605 3677409 121580 121580 0 15265887 11521598 X 4888306 644970 364502 365227 25000 25000 5277808 1035197 20543695 12556795 -3789723 -452888 0 X 0 1 X 1 0 X 1784302 1706826 1921716 1545043 1548734 8506621 13339563 12818145 12547430 11479253 11718981 61903372 15123865 14524971 14469146 13024296 13267715 70409993 6700 10700 12800 9250 17000 56450 0 6700 10700 12800 9250 17000 56450 70353543 346003 476604 403057 160968 72411 1459043 81811 82030 36744 50014 250599 346003 558415 485087 197712 122425 1709642 2242 269649 37836 309727 15472110 15353035 14992069 13222008 13390140 72429362 0.97130 0.96390 0.02360 0.02730 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 78237 78237 4126908 3251982 874926 4106784 3745168 361616 16009168 8900374 7108794 8423573 X 13862979 -452888 827177 374289 13488690 25719 25719 13514409 18105590 827177 827177 17278413 25719 25719 17304132 PART X, LINE 2: EFFECTIVE OCTOBER 1, 2009, THE FOUNDATION ADOPTED FASB ASC 740-10, RELATING TO ACCOUNTING FOR UNCERTAIN TAX POSITIONS. ASC 740-10 PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT PROCESS FOR ACCOUNTING FOR UNCERTAIN TAX POSITIONS AND ALSO PROVIDES GUIDANCE ON VARIOUS RELATED MATTERS SUCH AS DERECOGNITION, INTEREST, PENALTIES, AND DISCLOSURE REQUIRED. THE FOUNDATION RECOGNIZES POTENTIAL ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS WITHIN OPERATIONS AS INCOME TAX EXPENSE. AS OF SEPTEMBER 30, 2014 AND 2013, THE FOUNDATION HAS NOT IDENTIFIED ANY UNCERTAIN TAX POSITIONS REQUIRING ACCRUAL OR DISCLOSURE. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 827,177. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 827,177. X X X X X X 1 RUFFALO CODY LLC 65 KIRKWOOD NORTH ROAD SW CEDAR RAPIDS IA 52404 TELEFUNDRAISING 0 454913 350602 104311 454913 350602 104311 AL AK AZ AR CA CO CT FL GA HI IL KS KY LA ME MD MA MI MN MS NH NJ NM NY NC ND OH OK OR PA RI SC TN VA WA WI DC DE GU IA ID IN MO MT NE NV SD PR TX UT VT 1 X X X X X 0 0 0 0 0 0 0 0 0 WIGGLESWORTH ANDREW PRESIDENT, CEO (THRU 11/01/14) 353130 0 7252 0 2233 0 13814 0 15261 0 391690 0 0 0 LAMOREE KAREN COO 241719 0 50 0 1195 0 11437 0 16822 0 271223 0 0 0 MERCADO JORGE PR ARCHITECT 147627 0 8050 0 520 0 8425 0 1879 0 166501 0 0 0 HOWARD MELODY VP, CALL CENTER OPERATIONS 131017 0 50 0 520 0 1400 0 20387 0 153374 0 0 0 WEATHERMAN DANIEL DIRECTOR OF IT 126247 0 5050 0 468 0 7490 0 13939 0 153194 0 0 0 SRINIVASAN RAMESH SR. VP, MARKETING (THRU 6/2013) 100626 0 0 0 573 0 6296 0 11000 0 118495 0 0 0 STARIZON STUDIO INC ENTITY OF WHICH MR. GARY ADAMSON IS A CO-OWNER 199952 CONSULTING SERVICES 0 FORM 990, PART VI, SECTION B, LINE 11 THE INITIAL FORM 990 AS PREPARED BY MOSS ADAMS LLP IS REVIEWED BY THE ACCOUNTING STAFF AND FINALIZED BY THE CFO. THE FORM IS THEN PRESENTED TO THE CEO FOR HIS/HER REVIEW. ONCE THE FORM HAS BEEN THOROUGHLY REVIEWED BY THE MANAGEMENT, IT IS THEN PRESENTED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW AND COMMENTS. IT IS ONLY AFTER THE BOARD OF DIRECTORS HAVE REVIEWED THE FORM 990 THAT THE FORM 990 IS FINALIZED AND FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C EVERY EMPLOYEE OF THE ORGANIZATION AND EVERY MEMBER OF THE BOARD HAS ACCESS TO THE CONFLICT OF INTEREST POLICY AND IS REQUIRED TO ADHERE TO IT. EACH EMPLOYEE AND BOARD MEMBER SIGNS THE "CODE OF BUSINESS CONDUCT" EACH YEAR ACKNOWLEDGING THEY HAVE READ AND WILL FOLLOW THE CODE OF CONDUCT. THIS DOCUMENT INCLUDES THE "CONFLICT OF INTEREST" POLICY. ADDITIONALLY, AT EACH BOARD OF DIRECTORS MEETING THE FIRST ITEM ON THE AGENDA IS TO ASK THE MEMBERS OF THE BOARD IF ANY MEMBER HAS A CONFLICT OF INTEREST ON ANY OF THE AGENDA ITEMS TO BE DISCUSSED AT THE MEETING. FORM 990, PART VI, SECTION B, LINE 15 THE CEO'S COMPENSATION IS DETERMINED BY A COMPENSATION STUDY AND APPROVAL BY THE BOARD COMPENSATION COMMITTEE. OFFICERS AND KEY EMPLOYEE'S COMPENSATION IS DETERMINED BY A COMPENSATION STUDY WHICH INCLUDES COMPARABILITY DATA AND A SALARY SURVEY BY REGION AND PROFESSION. FORM 990, PART VI, SECTION C, LINE 19 - FINANCIAL STATEMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC. - GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST.