2015-02-07T10:07:59-06:00 2014-03-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2013-04-01 232935929 THE NATIONAL PANCREAS FOUNDATION NATI 8667262737 3 BETHESDA METRO CENTER NO 700 BETHESDA MD 20814 MATTHEW ALSANTE EXECUTIVE DIRECTOR 8667262737 2015-02-07 1 JOANN WOODSON CPA P01293745 2023319880 2013 2016-04-25 22:37:26Z MATTHEW ALSANTE 3 BETHESDA METRO CENTER NO 700 BETHESDA MD 20814 1335170 0 X WWW.PANCREASFOUNDATION.ORG X 1997 PA TO SUPPORT THE RESEARCH OF DISEASE OF THE PANCREAS AND TO PROVIDE INFORMATION AND HUMANITARIAN SERVICES TO THOSE PEOPLE WHO ARE SUFFERING FROM SUCH ILLNESSES TO FULFILL ITS MISSION, THE NPF RAISES AND MANAGES A CHARITABLE FOUNDATION FROM WHICH GRANTS ARE MADE DIRECTLY TO RESEARCHERS SEEKING TO RESOLVE THE CHALLENGING MEDICAL PROBLEMS OF PANCREATIC DISEASES. 25 24 5 50 0 0 716610 991888 0 0 441 532 92938 206278 809989 1198698 205386 298775 0 0 151810 158027 0 20000 130388 467354 546730 824550 1023532 -14561 175166 852778 1033229 7303 12588 845475 1020641 X PROVIDE HOPE FOR THOSE SUFFERING FROM PANCREATITIS AND PANCREATIC CANCER THROUGH FUNDING CUTTING EDGE RESEARCH, ADVOCATING FOR NEW AND BETTER THERAPIES, AND PROVIDING SUPPORT AND EDUCATION FOR PATIENTS, CAREGIVERS AND HEALTH CARE PROFESSIONALS. 0 0 298775 298775 GRANTS WERE ISSUED TO INITIATE AND FOSTER THE PURSUIT OF MEDICAL ADVANCEMENTS IN PANCREATIC DISEASE RESEARCH. THE COST OF THE GRANT WAS $298,775. 195126 EDUCATIONAL PROGRAM, USING ANIMATION, WHICH IS INCLUDED ON THE WEBSITE TO PROVIDE VISUAL FORMATS OF LEARNING FOR PATIENTS TO IMPROVE THEIR UNDERSTANDING, MAKE INFORMED DECISIONS AND PARTNER WITH THEIR HEALTH-CARE PROFESSIONALS FOR OPTIMAL OUTCOMES. 110660 SYMPOSIUMS WERE USED TO ENHANCE THE QUALITY OF RESEARCH IN PANCREATIC DISEASE FOR YOUNG RESEARCHERS FROM AROUND THE COUNTRY. 243967 OTHER PROGRAM SERVICES 243967 848528 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 1 5 1 0 0 0 0 0 0 0 0 0 0 X 25 24 1 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 MA NY PA SC X X MATTHEW ALSANTE 8667262737 3 BETHESDA METRO CENTER SUITE 700 BETHESDA MD 20814 JOSEPH TITLEBAUM CHAIR 4.00 X X 0 0 0 MARY ANNE BEIRNE TREASURER 4.00 X X 0 0 0 GORDON FISHER SECRETARY 0.50 X X 0 0 0 DR PETER BANKS DIRECTOR 1.00 X 0 0 0 DR JORDON BERLIN DIRECTOR 1.00 X 0 0 0 PATRICIA BIRSIC DIRECTOR 1.00 X 0 0 0 THOMAS BIRSIC DIRECTOR 1.00 X 0 0 0 DR WILLIAM BIRSIC DIRECTOR 1.00 X 0 0 0 WILLIAM DAWSON III DIRECTOR 1.00 X 0 0 0 DR ANDRES GELRUD DIRECTOR 1.00 X 0 0 0 JANE HOLT DIRECTOR 1.00 X 0 0 0 THOMAS HOLT JR DIRECTOR 1.00 X 0 0 0 ANNE KRUCZEK DIRECTOR 1.00 X 0 0 0 ELIZABETH LOUGHLIN DIRECTOR 1.00 X 0 0 0 PHILIP LOUGHLIN IV DIRECTOR 1.00 X 0 0 0 DR MARK LOWE DIRECTOR 1.00 X 0 0 0 WENDY OLIVER DIRECTOR 1.00 X 0 0 0 DR EILEEN O'REILLY DIRECTOR 1.00 X 0 0 0 DR P JAY PASRICHA DIRECTOR 1.00 X 0 0 0 DR DOUGLAS PLESKOW DIRECTOR 1.00 X 0 0 0 DR DIANE SIMEONE DIRECTOR 1.00 X 0 0 0 DR CHARLES ULRICH II DIRECTOR 1.00 X 0 0 0 DR DAVID WHITCOMB DIRECTOR 1.00 X 0 0 0 MICHAEL WELCH DIRECTOR 1.00 X 0 0 0 MATTHEW ALSANTE EXECUTIVE DIRECTOR 40.00 X X 63461 0 0 63461 0 0 0 0 0 0 0 16939 411 45473 929065 45473 991888 532 532 342750 45473 136472 206278 206278 1198698 0 0 206810 298775 298775 84616 58708 11359 14549 50543 35068 6785 8690 12223 8480 1641 2102 10645 7386 1429 1830 7200 7200 20000 20000 7219 2036 2180 3003 8013 3028 2658 2327 1156 1156 26975 10915 9993 6067 44377 40077 4300 1614 610 535 469 2945 2259 486 200 ANIMATION PROJECT 156000 156000 SYMPOSIUM EXPENSES 110660 110660 CHAPTER EXPENSES 106046 40260 65786 PATIENT EDUCATION 39126 39126 35399 33984 350 1065 1023532 848528 44616 130388 73111 174235 769811 839396 0 0 9856 19598 852778 1033229 7303 12588 7303 12588 X 406343 320664 439132 699977 845475 1020641 852778 1033229 175166 0 X X 0 1 X 1 0 X 375635 504247 324696 716610 991888 2913076 375635 504247 324696 716610 991888 2913076 1336466 1576610 1095 354 425 441 532 2847 2915923 1299949 0.54070 0.65430 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 439132 260845 699977 91205 347927 439132 0 91205 91205 1.00000 0 0 0 X 1335170 136472 136472 1198698 0 1198698 1160004 136472 136472 1023532 0 1023532 PART X, LINE 2: THE INTERNAL REVENUE SERVICE ("IRS") HAS ADVISED THAT THE FOUNDATION QUALIFIES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AND IS THEREFORE, NOT SUBJECT TO TAX UNDER PRESENT INCOME TAX LAWS. THE FOUNDATION FOLLOWS THE AUTHORITATIVE GUIDANCE RELATING TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES WHICH PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE FOUNDATION PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEARS ENDED MARCH 31, 2014 AND 2013 AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE AN EFFECT ON ITS TAX EXEMPT STATUS. AS OF MARCH 31, 2014, THE STATUTE OF LIMITATION FOR TAX YEARS 2010 THROUGH 2012 REMAINS OPEN WITH THE U.S. FEDERAL JURISDICTION. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENDITURES 136,472. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENDITURES 136,472. X X X X X X 0 POWERED BY PROFESSIONAL 1375 BROADWAY 3RD FLOOR NEW YORK NY 10018 COCKTAILS FOR THE CURE FUNDRAISER 0 102879 20000 82879 102879 20000 82879 MA SC NY MN RI VA IL NH PITTSBURGH GALA 186680 45473 141207 45473 31166 500 17347 BONDING FOR THE CURE 89140 89140 13668 14126 3 112403 112403 650 500 13042 388223 45473 342750 45473 650 44834 1000 44515 136472 206278 1 UNIVERSITY OF MINNESOTA PO BOX 1450 MINNEAPOLIS MN 554855957 416007513 501(C)(3) 50000 IN PURSUIT OF SCIENTFIC ADVANCEMENT IN THE FIELD OF PANCREATIC DISEASE REGENT UNIVERSITY OF MICHIGAN 3003 SSTATE STREET ANN ARBOR MI 481091274 416007513 501(C)(3) 50000 IN PURSUIT OF SCIENTFIC ADVANCEMENT IN THE FIELD OF PANCREATIC DISEASE MASSACHUSETTS GENERAL HOSPITAL PO BOX 414876 BOSTON MA 021144876 042697983 501(C)(3) 50000 IN PURSUIT OF SCIENTFIC ADVANCEMENT IN THE FIELD OF PANCREATIC DISEASE UNIVERSITY OF PITTSBURGH MEDICAL CENTER 123 UNIVERSITY PLACE PITTSBURGH PA 152132303 250965591 501(C)(3) 50000 IN PURSUIT OF SCIENTFIC ADVANCEMENT IN THE FIELD OF PANCREATIC DISEASE NYU SCHOOL OF MEDICINE PO BOX 415026 BOSTON MA 022415026 135562308 501(C)(3) 50000 IN PURSUIT OF SCIENTFIC ADVANCEMENT IN THE FIELD OF PANCREATIC DISEASE DARTMOUTH-HITCHCOCK MEDICAL CENTER ONE MEDICAL CENTER DRIVE LEBANON NH 03756 020222140 501(C)(3) 13425 IN PURSUIT OF SCIENTFIC ADVANCEMENT IN THE FIELD OF PANCREATIC DISEASE 6 0 PART I, LINE 2: THE NATIONAL PANCREAS FOUNDATION REQUIRES A FINANCIAL AND WRITTEN REPORT OF THE RESEARCH DONE THROUGHOUT THAT YEAR, ONE MIDTERM REPORT AND A FINAL FINANCIAL REPORT. A FINAL WRITTEN REPORT ON THE MEDICAL FINDINGS AND HOW THE FUNDS WERE ALLOCATED IS ALSO REQUIRED. ANY REQUEST FOR A REALLOCATION OF FUNDS MUST COME IN THE FORM OF A WRITTEN REQUEST TO THE FOUNDATION AND BE APPROVED, PRIOR TO ANY CHANGES. X VARIOUS ITEMS 71 45473 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 - DIRECTOR PHILIP H. LOUGHLIN IV IS MARRIED TO ELLIE LOUGHLIN AND NEPHEW-IN-LAW OF JANE HOLT, CO-FOUNDER AND THOMAS HOLT. - DIRECTOR PATRICIA S. BIRSIC, WIFE OF THOMAS BIRSIC, AND IS THE SISTER IN LAW OF THE LATE JOAN BIRSIC DAWSON (MARRIED TO WILLIAM DAWSON), MARY ANN BEIRNE, AND WILLIAM BIRSIC, MD. - DIRECTOR JANE HOLT, WIFE OF THOMAS HOLT, AND IS THE AUNT OF DIRECTORS ELLIE LOUGHLIN AND THE AUNT IN LAW TO PHILIP LOUGHLIN. - TREASURER, MARY ANN BEIRNE, IS THE SISTER OF WILLIAM BIRSIC AND THE LATE JOAN BIRSIC DAWSON (MARRIED TO WILLIAM DAWSON) AND THE SISTER IN LAW OF DIRECTOR PATRICIA BIRSIC AND THOMAS BIRSIC. - DIRECTOR, ELIZABETH LOUGHLIN IS MARRIED TO PHILIP LOUGHLIN, IS THE NIECE OF THOMAS AND JANE HOLT. - DIRECTOR, WILLIAM I. BIRSIC, MD IS BROTHER TO TREASURER, MARY ANN BEIRNE AND TO THE LATE JOAN BIRSIC DAWSON (MARRIED TO WILLIAM DAWSON) AND BROTHER IN LAW TO DIRECTOR PATRICIA BIRSIC. - DIRECTOR THOMAS BIRSIC, HUSBAND OF PATRICIA BIRSIC, BROTHER OF MARY ANN BEIRNE, BROTHER OF WILLIAM BIRSIC AND BROTHER IN LAW OF WILLIAM DAWSON. - DIRECTOR WILLIAM D. DAWSON III WAS MARRIED TO THE LATE JOAN BIRSIC DAWSON WHOSE SIBLINGS ARE TREASURER, MARY ANN BEIRNE AND WILLIAM I. BIRSIC AND SISTER IN LAW TO DIRECTOR PATRICIA BIRSIC AND THOMAS BIRSIC. - THOMAS HOLT, JR. IS THE HUSBAND OF JANE HOLT, UNCLE TO ELIZABETH LOUGHLIN, PHILIP LOUGHLIN. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS PREPARED BY THE INDEPENDENT CERTIFIED ACCOUNTANT AND THEN SUBMITTED TO THE TREASURER FOR REVIEW. AFTER IT IS APPROVED, IT IS PROCESSED AND SENT TO THE ORGANIZATION FOR PROPER SIGNATURES AND MAILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS ON A YEARLY BASIS REVIEWS AND DISCUSSES THE CONFLICT OF INTEREST POLICY AND DISCUSSES IT WITH THE EMPLOYEES DURING THEIR ANNUAL REVIEWS. THE BOARD OF DIRECTORS ALSO ENSURES THAT THE VENDORS AND SERVICE PROVIDERS ARE AT ARMS LENGTH. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD RECEIVES DATA ON COMPARABLE POSITIONS IN DETERMINING THE SALARIES OF THEIR EMPLOYEES BY THE USE OF MARKET SURVEYS. FORM 990, PART VI, SECTION C, LINE 18 INFORMATION IS POSTED ON THE ORGANIZATION'S WEBSITE, AND IS AVAILABLE FOR INSPECTION UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES THE APPLICABLE DOCUMENTS AVAILABLE TO THE PUBLIC BY INSPECTION UPON REQUEST OF THE INFORMATION AND BY POSTING CERTAIN DOCUMENTS ON THEIR WEBSITE. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT BEEN CHANGED FROM PRIOR YEAR.