ARTHRITIS FOUNDATION INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- ARTHRITIS FOUNDATION INC (EIN 58-1341679)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-07-01
- IRS object ID
- 201401829349300700
- Schema version
- 2013v3.0
- 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 G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-07-01T07:43:22-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 581729751 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Metcalf Davis CPAs | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3340 Peachtree Road NE Suite 2600 | AddressLine1 |
| City | Atlanta | City |
| State | GA | State |
| ZIP Code | 303261089 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 581341679 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Arthritis Foundation Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ARTH | BusinessNameControlTxt |
| Phone | 4048727100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1330 West Peachtree Street No 100 | AddressLine1 |
| City | Atlanta | City |
| State | GA | State |
| ZIP Code | 30309 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Karen Larson | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 4048727100 | PhoneNum |
| Signature | 2014-06-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Susan Hill | PreparerPersonNm |
| PTIN | P00846200 | PTIN |
| Phone | 4042641700 | PhoneNum |
| Preparation | 2014-06-30 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Karen Larson | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1330 West Peachtree Street No 100 | AddressLine1 |
| City | Atlanta | City |
| State | GA | State |
| ZIP Code | 30309 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $55,720,367 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Group Exemption | 8510 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.arthritis.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1948 | FormationYr |
| Legal Domicile State | GA | LegalDomicileStateCd |
| Activity Or Mission | The mission of the Arthritis Foundation is to improve lives through leadership in prevention, control and cure of arthritis and related diseases. | ActivityOrMissionDesc |
| Voting Members Governing Body | 32 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 32 | VotingMembersIndependentCnt |
| Total Employee | 185 | TotalEmployeeCnt |
| Total Volunteers | 50 | TotalVolunteersCnt |
| Total Gross UBI | $5,088,138 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$71,535 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $34,111,935 | PYContributionsGrantsAmt |
| CY Contributions Grants | $37,069,773 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $5,838,836 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $5,906,306 | CYProgramServiceRevenueAmt |
| PY Investment Income | $714,682 | PYInvestmentIncomeAmt |
| CY Investment Income | $927,562 | CYInvestmentIncomeAmt |
| PY Other Revenue | $5,530,947 | PYOtherRevenueAmt |
| CY Other Revenue | $5,181,683 | CYOtherRevenueAmt |
| PY Total Revenue | $46,196,400 | PYTotalRevenueAmt |
| CY Total Revenue | $49,085,324 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $7,774,686 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $6,093,352 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $15,313,860 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $13,281,486 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $2,359,368 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $2,613,826 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $5,398,595 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $28,490,722 | PYOtherExpensesAmt |
| CY Other Expenses | $25,677,513 | CYOtherExpensesAmt |
| PY Total Expenses | $53,938,636 | PYTotalExpensesAmt |
| CY Total Expenses | $47,666,177 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$7,742,236 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,419,147 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $56,015,948 | TotalAssetsBOYAmt |
| Total Assets EOY | $58,375,213 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $27,638,481 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $26,340,333 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $28,377,467 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $32,034,880 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | The mission of the Arthritis Foundation is to improve lives through leadership in prevention, control and cure of arthritis and related diseases. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $22,009,932 | ExpenseAmt |
| Grant | $225,393 | GrantAmt |
| Revenue | $5,906,306 | RevenueAmt |
| Desc | Education and Excercise: The Arthritis Foundation Community Programs for Better Living empower people in local communities nationwide. Our evidence-based aquatic, exercise and self-help programs are proven to reduce pain and physician visits, decrease stiffness and increase function. 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. In addition, 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, the Tai Chi Program, the low-impact Exercise Program and the Aquatics program. Other programs for pain management are in the pilot stage. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $8,184,106 | ExpenseAmt |
| Grant | $5,826,939 | GrantAmt |
| Desc | Research: As the world's largest nonprofit supporter of arthritis research, the Arthritis Foundation fills a critical role in assuring progress of arthritis research. Our research program complements government and industry-based arthritis research by focusing on training new investigators and pursuing innovative strategies for preventing, controlling and curing arthritis. Our portfolio includes basic research to identify genes that cause arthritis and underlying disease processes, clinical and behavioral studies to test new treatments, and epidemiology studies and health services research to improve quality of care. Since 1948, we have funded more than 2,700 researchers with grants totaling over $450 million. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,174,813 | ExpenseAmt |
| Grant | $41,020 | GrantAmt |
| Desc | Advocacy and Public Health Policy: Advocacy is valuable to both the Arthritis Foundation and to the individuals who make their voices heard on behalf of the 50 million Americans with arthritis. Helping people find their voices by meeting with Congressional representatives and speaking up to ensure access to health care and medications is empowering to patients and benefits millions more in the process. Part of our advocacy program includes the Arthritis Ambassador Program to strengthen relationships with members of Congress through advocacy training and relationship development. In addition the Arthritis Foundation is working to make arthritis a public health priority for the nation and improve the health of people with and at risk for arthritis through communication strategies and policy development to make physical activity more accessible for adults with arthritis. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $36,368,851 | 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 | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | 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 | 0 | 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 | Yes (1) | 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 | 0 | 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 | 132 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 185 | 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 |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 32 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 32 | 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 | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 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 | GA | 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 | Essil Washington | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4049657502 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1330 W Peachtree St Suite 100 | AddressLine1 |
| City | Atlanta | City |
| State | GA | State |
| ZIP Code | 30309 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (48 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| Bruce Ashcroft | |||||||
| Director | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Kenneth G Baltes | |||||||
| Director | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Peter WC Barnhart | |||||||
| Treasurer | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Theodore Ted Cadwell | |||||||
| Director | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Rowland W Bing Chang | |||||||
| Vice Chair | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Allen J Cizner | |||||||
| Director | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| K Andrew Crighton | |||||||
| Director | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Santiago Jim M de Solo | |||||||
| Director | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Catherine T Dunlay | |||||||
| Director | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Autumn Ehnow | |||||||
| Director | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Helen Emery | |||||||
| Director | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| John A Gilpin | |||||||
| Director | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Tanya Hairston-Whitner | |||||||
| Director | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Patricia Trish Hannon | |||||||
| Director | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| E Robert Harris | |||||||
| Director | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| John Heydt | |||||||
| Director | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Margaret Jackson | |||||||
| Director | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| George Liberatore | |||||||
| Director | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Kip L Lilly | |||||||
| Director | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Frank P Longobardi | |||||||
| Director | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Kevin Mandrell | |||||||
| Director | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Peter R Martin | |||||||
| Director | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Pamela R Massey | |||||||
| Director | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Daniel T McGowan | |||||||
| Chair | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Patricia Novak Nelson | |||||||
| Vice Chair | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Michael V Ortman | |||||||
| Secretary | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Kevin C Short | |||||||
| Director | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| David E Shuey | |||||||
| Immediate Past Chair | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Walter Wally Smith | |||||||
| Director | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Laurie Stewart | |||||||
| Director | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Janalee Taylor | |||||||
| Director | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Suzanne Taylor | |||||||
| Director | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Kelli Thompson | |||||||
| Director | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Peter Vican | |||||||
| Director | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Jennifer Vido | |||||||
| Director | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| W Hayes Wilson | |||||||
| Director | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Bryon Wornson | |||||||
| Director | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Janet S Wyatt | |||||||
| Director | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Roberta K Byrum CPA | |||||||
| Chief Operating Officer | 37.50 | $300,000 | $0 | $26,509 | Yes (X) | ||
| Christopher Corrigan | |||||||
| Chief Financial Officer | 37.50 | $220,499 | $0 | $19,145 | Yes (X) | ||
| John H Klippel MD | |||||||
| Immediate Past President/CEO | 37.50 | $449,875 | $0 | $49,038 | Yes (X) | ||
| Jennifer A Griffiths | |||||||
| Chief Missions Officer | 37.50 | $229,308 | $0 | $10,921 | Yes (X) | ||
| Ann M Palmer | |||||||
| President/CEO | 37.50 | $150,962 | $0 | $13,019 | Yes (X) | ||
| Bernadine E Bramblett | |||||||
| Sr. Director, Finance Systems | 37.50 | $138,484 | $0 | $22,721 | Yes (X) | ||
| George P Brennan | |||||||
| National Sales Dir, AT | 37.50 | $156,666 | $0 | $22,328 | Yes (X) | ||
| Marla F Davidson | |||||||
| Vice President, Information | 37.50 | $188,082 | $0 | $23,577 | Yes (X) | ||
| Kenneth W Guthrie Jr | |||||||
| Sr. VP, Staff Operations | 37.50 | $175,000 | $0 | $15,434 | Yes (X) | ||
| Cynthia T McDaniel | |||||||
| Sr. VP, Consumer Affairs | 37.50 | $149,386 | $0 | $26,941 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,158,262 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $229,633 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 10 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt | Address Line1ContractorAddress/ForeignAddress/AddressLine1 | CityContractorAddress/ForeignAddress/City | CountryContractorAddress/ForeignAddress/Country | Postal CodeContractorAddress/ForeignAddress/PostalCode |
|---|---|---|---|---|---|---|---|---|---|
| Merkle Inc | |||||||||
| PO Box 64897 | Baltimore | MD | 212644897 | Direct Mail Processor | $10,944,758 | ||||
| Blackbaud Internet Solutions | |||||||||
| Division PO Box 930256 | Atlanta | GA | 311930256 | Technology and Software Services | $1,053,868 | ||||
| Paradysz Matera & Co Inc | |||||||||
| 5 Hanover Square | New York | NY | 10004 | List Rental Broker | $775,703 | ||||
| CDS Global Inc | |||||||||
| 1419 W 5th Street | Wilton | IA | 52778 | Media Services | $538,760 | ||||
| Fine Line | |||||||||
| Professional Fulfillment Services | $484,970 | 290 Garry Street | Winnipeg | CA | R3C1H3 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 32 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $10,831 | FederatedCampaignsAmt |
| Government Grants | $932,801 | GovernmentGrantsAmt |
| All Other Contributions | $36,126,141 | AllOtherContributionsAmt |
| Noncash Contributions | $240,191 | NoncashContributionsAmt |
| Total Contributions | $37,069,773 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Sales and service fees | Desc |
| Business | 624100 | BusinessCd |
| Total Revenue Column | $5,906,306 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,906,306 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $5,906,306 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $568,150 | TotalRevenueColumnAmt |
| Exclusion | $568,150 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $114,969 | TotalRevenueColumnAmt |
| Exclusion | $114,969 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $284,949 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $480,667 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$195,718 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$195,718 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$195,718 | UnrelatedBusinessRevenueAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,511,380 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,151,968 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $359,412 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $359,412 | TotalRevenueColumnAmt |
| Exclusion | $359,412 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $36,467 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $2,408 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $34,059 | TotalRevenueColumnAmt |
| Exclusion | $34,059 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| Advertising revenue | 541800 | $5,283,856 | $5,283,856 | |
| Miscellaneous revenues | 900099 | -$55,483 | -$55,483 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $5,228,373 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $49,085,324 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,906,306 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $5,088,138 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,021,107 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,082,121 | TotalAmt |
| Program Services | $6,082,121 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,231 | TotalAmt |
| Program Services | $11,231 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,387,896 | TotalAmt |
| Program Services | $1,101,555 | ProgramServicesAmt |
| Management And General | $1,001,789 | ManagementAndGeneralAmt |
| Fundraising | $284,552 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,532,985 | TotalAmt |
| Program Services | $5,199,895 | ProgramServicesAmt |
| Management And General | $2,093,145 | ManagementAndGeneralAmt |
| Fundraising | $1,239,945 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $598,978 | TotalAmt |
| Program Services | $359,387 | ProgramServicesAmt |
| Management And General | $167,714 | ManagementAndGeneralAmt |
| Fundraising | $71,877 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $970,255 | TotalAmt |
| Program Services | $570,620 | ProgramServicesAmt |
| Management And General | $282,244 | ManagementAndGeneralAmt |
| Fundraising | $117,391 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $791,372 | TotalAmt |
| Program Services | $464,290 | ProgramServicesAmt |
| Management And General | $217,583 | ManagementAndGeneralAmt |
| Fundraising | $109,499 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $176,019 | TotalAmt |
| Program Services | $137,295 | ProgramServicesAmt |
| Management And General | $19,362 | ManagementAndGeneralAmt |
| Fundraising | $19,362 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,000 | TotalAmt |
| Program Services | $30,250 | ProgramServicesAmt |
| Management And General | $90,750 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,114 | TotalAmt |
| Program Services | $25,114 | ProgramServicesAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,613,826 | TotalAmt |
| Fundraising | $2,613,826 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,917,482 | TotalAmt |
| Program Services | $4,305,638 | ProgramServicesAmt |
| Management And General | $424,975 | ManagementAndGeneralAmt |
| Fundraising | $186,869 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $488,484 | TotalAmt |
| Program Services | $428,366 | ProgramServicesAmt |
| Management And General | $5,471 | ManagementAndGeneralAmt |
| Fundraising | $54,647 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,933,618 | TotalAmt |
| Program Services | $2,985,184 | ProgramServicesAmt |
| Management And General | $719,287 | ManagementAndGeneralAmt |
| Fundraising | $229,147 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $240,125 | TotalAmt |
| Program Services | $183,720 | ProgramServicesAmt |
| Management And General | $29,992 | ManagementAndGeneralAmt |
| Fundraising | $26,413 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $873,652 | TotalAmt |
| Program Services | $569,249 | ProgramServicesAmt |
| Management And General | $116,337 | ManagementAndGeneralAmt |
| Fundraising | $188,066 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $436,829 | TotalAmt |
| Program Services | $415,379 | ProgramServicesAmt |
| Management And General | $13,228 | ManagementAndGeneralAmt |
| Fundraising | $8,222 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $123,351 | TotalAmt |
| Program Services | $96,213 | ProgramServicesAmt |
| Management And General | $13,569 | ManagementAndGeneralAmt |
| Fundraising | $13,569 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $269,612 | TotalAmt |
| Program Services | $206,420 | ProgramServicesAmt |
| Management And General | $33,535 | ManagementAndGeneralAmt |
| Fundraising | $29,657 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $193,070 | TotalAmt |
| Program Services | $148,544 | ProgramServicesAmt |
| Management And General | $23,288 | ManagementAndGeneralAmt |
| Fundraising | $21,238 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Membership/direct respo | $8,817,913 | $8,817,913 | ||
| Printing, publications, | $1,843,444 | $1,804,370 | $6,914 | $32,160 |
| Data processing and acc | $1,434,204 | $805,724 | $555,484 | $72,996 |
| Advertising commissions | $503,633 | $503,633 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,279,963 | TotalAmt |
| Program Services | $1,116,740 | ProgramServicesAmt |
| Management And General | $84,064 | ManagementAndGeneralAmt |
| Fundraising | $79,159 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,666,177 | TotalAmt |
| Program Services | $36,368,851 | ProgramServicesAmt |
| Management And General | $5,898,731 | ManagementAndGeneralAmt |
| Fundraising | $5,398,595 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | Yes (X) | JointCostsInd |
Total Joint Costs TotalJointCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,431,739 | TotalAmt |
| Program Services | $8,817,913 | ProgramServicesAmt |
| Management And General | $118,551 | ManagementAndGeneralAmt |
| Fundraising | $2,495,275 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part X | Yes (X) | InfoInScheduleOPartXInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,479,517 | BOYAmt |
| EOY | $2,827,373 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,898,201 | BOYAmt |
| EOY | $5,533,817 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,243,494 | BOYAmt |
| EOY | $6,860,432 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $499,106 | BOYAmt |
| EOY | $469,099 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,363,263 | BOYAmt |
| EOY | $1,341,777 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $11,785,020 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,625,218 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,475,719 | BOYAmt |
| EOY | $5,159,802 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,123,652 | BOYAmt |
| EOY | $27,602,157 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,932,996 | BOYAmt |
| EOY | $8,580,756 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,015,948 | BOYAmt |
| EOY | $58,375,213 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,360,509 | BOYAmt |
| EOY | $6,034,921 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,283,803 | BOYAmt |
| EOY | $4,206,223 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,000,000 | BOYAmt |
| EOY | $1,600,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,994,169 | BOYAmt |
| EOY | $14,499,189 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,638,481 | BOYAmt |
| EOY | $26,340,333 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,509,385 | BOYAmt |
| EOY | $4,635,020 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,756,991 | BOYAmt |
| EOY | $13,654,959 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,111,091 | BOYAmt |
| EOY | $13,744,901 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,377,467 | BOYAmt |
| EOY | $32,034,880 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,015,948 | BOYAmt |
| EOY | $58,375,213 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,419,147 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,933,575 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$695,309 | 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) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $37,690,176 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $36,965,299 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $38,998,639 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $34,111,935 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $37,069,773 | CurrentTaxYearAmt |
| Total | $184,835,822 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $37,690,176 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $36,965,299 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $38,998,639 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $34,111,935 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $37,069,773 | CurrentTaxYearAmt |
| Total | $184,835,822 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,731,170 | SubstantialContributorsTotAmt |
| Public Support Total170 | $183,104,652 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,276,403 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $913,383 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $798,359 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $763,126 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $683,119 | CurrentTaxYearAmt |
| Total | $4,434,390 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $92,134 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,046 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | -$6,583 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | -$24,229 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | -$71,535 | CurrentTaxYearAmt |
| Total | -$2,167 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,531 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | -$175,300 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $335,022 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | -$835,488 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | -$55,483 | CurrentTaxYearAmt |
| Total | -$720,718 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $188,547,327 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $33,912,878 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.97110 | PublicSupportCY170Pct |
| Public Support PY170 | 0.96350 | 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, Section B, line 10 | FormAndLineReferenceDesc |
| Explanation | 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. | 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 | $125,709 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $153,644 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $279,353 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $47,386,824 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $47,666,177 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | 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 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $416,762 | CurrentYearMinus3Amt |
| Current Year Minus2 | $404,120 | CurrentYearMinus2Amt |
| Current Year Minus1 | $421,079 | CurrentYearMinus1Amt |
| Current Year | $279,353 | CurrentYearAmt |
| Total | $1,521,314 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $187,543 | CurrentYearMinus3Amt |
| Current Year Minus2 | $181,854 | CurrentYearMinus2Amt |
| Current Year Minus1 | $189,486 | CurrentYearMinus1Amt |
| Current Year | $125,709 | CurrentYearAmt |
| Total | $684,592 | TotalAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,689,033 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $979,718 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $217,213 | OtherExpendituresAmt |
| End Year Balance | $6,451,538 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,388,928 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $599,664 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $299,559 | OtherExpendituresAmt |
| End Year Balance | $5,689,033 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,068,156 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$42,379 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $636,849 | OtherExpendituresAmt |
| End Year Balance | $5,388,928 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,126,682 | BeginningYearBalanceAmt |
| Contributions | $306,960 | ContributionsAmt |
| Investment Earnings Or Losses | $552,774 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,918,260 | OtherExpendituresAmt |
| End Year Balance | $6,068,156 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,163,456 | BeginningYearBalanceAmt |
| Contributions | $200,000 | ContributionsAmt |
| Investment Earnings Or Losses | $1,085,046 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $321,820 | OtherExpendituresAmt |
| End Year Balance | $7,126,682 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.80050 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.19950 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,400,000 | OtherCostOrOtherBasisAmt |
| Book Value | $2,400,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,577,787 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,737,188 | DepreciationAmt |
| Book Value | $1,840,599 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,955,016 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,377,387 | DepreciationAmt |
| Book Value | $577,629 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,806,154 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,510,643 | DepreciationAmt |
| Book Value | $295,511 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $46,063 | OtherCostOrOtherBasisAmt |
| Book Value | $46,063 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $5,159,802 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Beneficial interests in perpetual trusts | Desc |
| Book Value | $8,580,756 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $8,580,756 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Liability under SIA | $9,880,769 |
| Debt obligations | $486,565 |
| Funds held in trust for Chartered Entities | $4,131,855 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $14,499,189 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $51,994,383 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,933,575 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $190,126 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | -$214,642 | OtherRevenueAmt |
| Revenue Not Reported | $2,909,059 | RevenueNotReportedAmt |
| Revenue Subtotal | $49,085,324 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $49,085,324 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $48,336,970 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $190,126 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $480,667 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $670,793 | ExpensesNotReportedAmt |
| Expenses Subtotal | $47,666,177 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $47,666,177 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 - The National Office is a not-for-profit corporation and has been recognized as exempt from federal income taxes on related income under Section 501(c)(3) of the Internal Revenue Code ("IRC"). At times the National Office may be engaged in certain activities for which it is responsible for payment of unrelated business income tax. Deferred tax assets and liabilities are measured based on enacted tax laws and rates expected to apply to taxable income in the years in which temporary differences are expected to be recorded or settled. Income taxes did not have a material impact on the financial position or change in net assets of the National Office as of and for the years ended December 31, 2013 and 2012. The National Office's policy is to record a liability for any tax position taken that is beneficial to the National Office, including any interest and penalties, when it is more likely than not the position taken will be overturned by a taxing authority upon examination. Management believes there are no such positions as of December 31, 2013 and 2012 and, accordingly, no liability has been accrued. Generally, the Internal Revenue Service ("IRS") may examine a tax return for three years from the date it is filed. At December 31, 2013, tax years ended December 31, 2012, 2011 and 2010 remained open for possible examination by the IRS. |
| Part XI, Line 2d - Other Adjustments: | Change in valuation of split interest agreements -695,309. Rental expenses 480,667. |
| Part XII, Line 2d - Other Adjustments: | Rental expenses 480,667. |
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 |
|---|---|---|---|---|---|---|---|---|
| Merkle Inc | ||||||||
| PO Box 64897 | Baltimore | MD | 212644897 | Year-Round Direct Response Marketing | Yes (1) | $12,562,315 | $10,944,758 | $2,254,436 |
| MDS Communications Corporation | ||||||||
| 545 W Juanita Ave | Mesa | AZ | 85210 | Telemarketing service | 0 | $188,867 | $98,019 | $90,848 |
| Advanced Remarketing Services | ||||||||
| 308 Market Street | Warren | RI | 02885 | Auto's for Arthritis - Donated Vehicles | Yes (1) | $63,502 | $9,779 | $53,723 |
| Strategic Fundraising Inc | ||||||||
| 7591 9th St N | St Paul | MN | 55128 | Telemarketing service | 0 | $56,317 | $75,366 | -$19,049 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $12,871,001 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $11,127,922 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $2,379,958 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DE | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | ID | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | IN | LicensedStatesCd |
| Licensed States | IA | 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 | MO | LicensedStatesCd |
| Licensed States | MT | LicensedStatesCd |
| Licensed States | NE | 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 | SD | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | TX | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WY | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Virtual Joints In Motion | NameOfEvent1Amt |
| Gross Receipts Event1 | $36,467 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $36,467 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $2,408 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $36,467 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $36,467 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $2,408 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $2,408 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $34,059 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (67 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 of Yeshiva University | ||||||||
| 1300 Morris Park Avenue | Bronx | NY | 10461 | 131624225 | 501(c)(3) | $50,000 | research | |
| Beth Israel Deaconess Medical Center | ||||||||
| 330 Brookline Avenue BR 264 | Boston | MA | 02215 | 042103881 | 501(c)(3) | $110,000 | research | |
| Boston University | ||||||||
| Office of Research Accounting | Boston | MA | 02215 | 104210354 | 501(c)(3) | $239,167 | research | |
| Brigham and Women's Hospital | ||||||||
| Research Management | Boston | MA | 02115 | 042312909 | 501(c)(3) | $100,000 | research | |
| Cincinnati Children's Hospital Medical Center - Research Foundation | ||||||||
| Sponsored Programs Accounting MLC | Cincinnati | OH | 452293039 | 310833936 | 501(c)(3) | $100,000 | research | 4900 |
| Cleveland Clinic Foundation | ||||||||
| 9500 Euclid Avenue | Cleveland | OH | 44193 | 340714585 | 501(c)(3) | -$20,833 | research | |
| Duke University | ||||||||
| Accounts Receivable | Charlotte | NC | 282602651 | 560532129 | 501(c)(3) | $425,000 | research | |
| Emory University | ||||||||
| PO Box 935084 | Atlanta | GA | 311935084 | 580566256 | 501(c)(3) | $100,000 | research | |
| Georgia Health Sciences University | ||||||||
| 1120 15th Street CJ3301 | Augusta | GA | 309124810 | 581418202 | 501(c)(3) | $150,000 | research | |
| Hospital for Special Surgery | ||||||||
| 535 East 70th Street | New York | NY | 10021 | 113162413 | 501(c)(3) | $110,000 | research | |
| Johns Hopkins University | ||||||||
| 12529 Collections Center Drive | Chicago | IL | 60693 | 520595110 | 501(c)(3) | $210,000 | research | |
| Massachusetts General Hospital (The General Hospital Corp) | ||||||||
| MGH Research Finance | Boston | MA | 02199 | 073130411 | 509(a)(1) | $120,000 | research | |
| Mayo Clinic | ||||||||
| 200 First St SW | Rochester | MN | 55905 | 416011702 | 501(c)(3) | $50,000 | research | |
| Mount Sinai School of Medicine | ||||||||
| One Gustave L Levy Place | New York | NY | 10029 | 136171197 | 501(c)(3) | $50,000 | research | |
| New York University School of Medicine | ||||||||
| PO Box 415026 | Boston | MA | 02241 | 135562308 | 501(c)(3) | $210,000 | research | |
| Oklahoma Medical Research Foundation | ||||||||
| 825 NE 13 Street | Oklahoma City | OK | 73104 | 730580274 | 501(c)(3) | $150,000 | research | |
| Oregon Health & Science University | ||||||||
| Sponsored Projects Administration | Portland | OR | 972393098 | 931176109 | 501(c)(3) | $50,000 | research | |
| Palo Alto Insitute for Research and Education | ||||||||
| 3801 Miranda Ave 151P | Palo Alto | CA | 94304 | 770207331 | 501(c)(3) | $100,000 | research | |
| Rush University Medical Center | ||||||||
| 1700 West Van Buren Rm277 | Chicago | IL | 60612 | 362174823 | 501(c)(3) | $200,000 | research | |
| Sage Bionetworks | ||||||||
| Mail Stop M1-C108 | Seattle | WA | 98109 | 264489946 | 501(c)(3) | $50,000 | research | |
| Shriners Hospital for Children | ||||||||
| Fiscal Services | Portland | OR | 97239 | 362193608 | 501(c)(3) | $50,000 | research | |
| St Jude Children's Research Hospital | ||||||||
| PO Box 1000 Dept 949 | Memphis | TN | 381480949 | 162064601 | 501(c)(3) | $50,000 | research | |
| Stanford University | ||||||||
| PO Box 44253 | San Francisco | CA | 941444253 | 941156365 | 501(c)(3) | $60,000 | research | |
| The Feinstein Institute for Medical Research | ||||||||
| Grants Contracts | Manhasset | NY | 11030 | 112673595 | 501(c)(3) | $100,000 | research | |
| The R F for SUNY | ||||||||
| 402 Crofts Hall | Buffalo | NY | 142607016 | 141368361 | 501(c)(3) | $100,000 | research | |
| The Regents of the University of California | ||||||||
| Cachiers Office | West Sacramento | CA | 95798 | 946036494 | 501(c)(3) | $50,000 | research | |
| The Regents of the University of California Berkeley | ||||||||
| Extramural Funds Accounting | Berkeley | CA | 947201103 | 946002123 | 501(c)(3) | $50,000 | research | |
| The Regents of the University of California Los Angeles | ||||||||
| Box 951432 1125 Murphy Hall | Los Angeles | CA | 90095 | 956006143 | 501(c)(3) | $89,167 | research | |
| The Regents of the University of Michigan | ||||||||
| 3003 S State Street Room 1054 | Ann Arbor | MI | 481091274 | 386006309 | 501(c)(3) | $150,000 | research | |
| The Rockefeller university | ||||||||
| 1230 York Avenue Box 259 | New York | NY | 10065 | 131624158 | 501(c)(3) | $120,000 | research | |
| The Scripps Research Institute | ||||||||
| Office of Sponsored Programs | La Jolla | CA | 92037 | 330435951 | 501(c)(3) | $50,000 | research | |
| The Trustees of Columbia University | ||||||||
| Grants and Contracts | New York | NY | 100879789 | 135598093 | 501(c)(3) | $50,000 | research | |
| The University of Alabama at Birmingham | ||||||||
| 1530 3rd Avenue South AB 990 | Birmingham | AL | 352940109 | 636005396 | 501(c)(3) | $100,000 | research | |
| The University of Chicago | ||||||||
| Gift Services | Chicago | IL | 60637 | 362177139 | 501(c)(3) | $110,000 | research | |
| The University of Tennessee-Health Science Center | ||||||||
| 62 South Dunlap Suite 300 | Memphis | TN | 38163 | 626001636 | 501(c)(3) | $100,000 | research | |
| Trustees of Dartmouth College | ||||||||
| Office of Sponsored Projects | Hanover | NH | 037551404 | 020222111 | 501(c)(3) | $60,000 | research | |
| Tufts University | ||||||||
| 200 Posner Hall | Boston | MA | 02111 | 042103634 | 501(c)(3) | $50,000 | research | |
| University of California San Diego - Health Sciences | ||||||||
| Cashers Office | La Jolla | CA | 920930012 | 966006144 | 501(c)(3) | $100,000 | research | |
| University of California San Francisco | ||||||||
| Controllers Office | San Francisco | CA | 94143 | 946036493 | 501(c)(3) | $800,000 | research | |
| University of Houston | ||||||||
| PO Box 988 | Houston | TX | 770010988 | 746001399 | 501(c)(3) | $50,000 | research | |
| University of Kentucky Research Foundation | ||||||||
| C/O PNC Bank | Cleveland | KY | 40536 | 616033693 | 501(c)(3) | $60,000 | research | |
| University of Maryland Baltimore | ||||||||
| PO Box 41428 | Baltimore | MD | 212036428 | 526002033 | 501(c)(3) | $30,000 | research | |
| University of Massachusetts Medical School | ||||||||
| 55 Lake Avenue North | Worcester | MA | 01655 | 043167352 | 170(c)(1) | $50,000 | research | |
| University of North Carolina at Chapel Hill | ||||||||
| PO Box 402420 | Atlanta | GA | 303842420 | 566001393 | 501(c)(3) | $100,000 | research | |
| University of Pennsylvania Medical Center | ||||||||
| PO Box 785541 | Philadelphia | PA | 191046205 | 231352685 | 501(c)(3) | $100,000 | research | |
| University of Pittsburgh | ||||||||
| Research/Cost Accounting | Pittsburgh | PA | 152517220 | 250965591 | 501(c)(3) | $100,000 | research | |
| University of Southern California | ||||||||
| Sponsored Projects Accounting | Los Angeles | CA | 900898001 | 951642394 | 501(c)(3) | $150,000 | research | |
| University of Texas MD Anderson Cancer Center | ||||||||
| Grants Contracts Accounting | Houston | TX | 77030 | 746001118 | 501(c)(3) | $50,000 | research | |
| University of Utah | ||||||||
| Grants and Contrascts Accounting | Salt Lake City | UT | 84112 | 876000525 | 501(c)(3) | $50,000 | research | |
| Vanderbilt University Medical Center | ||||||||
| Dept of Finance | Atlanta | GA | 311920303 | 620476822 | 501(c)(3) | $60,000 | research | |
| Veterans Medical Research Foundation | ||||||||
| 3350 La Jolla Village Drive 151-A | San Diego | CA | 92161 | 330189397 | 501(c)(3) | $100,000 | research | |
| Wake Forest University Health Sciences | ||||||||
| Medical Center Blvd | WinstonSalem | NC | 27157 | 223849199 | 501(c)(3) | -$58,333 | research | |
| Yale University | ||||||||
| Grants Contract Financial Administr | New Haven | CT | 065051873 | 060646973 | 501(c)(3) | $112,500 | research | tion |
| Arthritis Foundation Florida Chapter | ||||||||
| 410 12th Street West | Bradenton | FL | 34205 | 590816892 | 501(c)(3) | $22,000 | Program Grant | |
| Arthritis Foundation Great Lakes Region | ||||||||
| 3740 Ridge Mill Drive | Hilliard | OH | 43026 | 274014550 | 501(c)(3) | $27,000 | Program Grant | |
| Arthritis Foundation Great West Region | ||||||||
| 115 NE 100th St Suite 350 | Seattle | WA | 98125 | 383826066 | 501(c)(3) | $34,500 | Program Grant | |
| Arthritis Foundation Heartland Region | ||||||||
| 35 E Wacker Drive Suite 2260 | Chicago | IL | 60601 | 264639290 | 501(c)(3) | $40,500 | Program Grant | |
| Arthritis Foundation Mid Atlantic | ||||||||
| 4720 Montgomery Lane | Bethesda | MD | 20814 | 800518955 | 501(c)(3) | $14,454 | Program Grant | |
| Arthritis Foundation New England Region | ||||||||
| 35 Cold Spring Road Suite 411 | Rocky Hill | CT | 06067 | 042113261 | 501(c)(3) | $34,499 | Program Grant | |
| Arthritis Foundation Northeast Region | ||||||||
| 122 East 42nd Street 18th Floor | New York | NY | 10168 | 800489313 | 501(c)(3) | $19,000 | Program Grant | |
| Arthritis Foundation Pacific Region | ||||||||
| 800 W 6th Street Suite 1250 | Los Angeles | CA | 90017 | 951885447 | 501(c)(3) | $48,000 | Program Grant | |
| Arthritis Foundation South Central Region | ||||||||
| 4300 MacArthur Avenue Suite 245 | Dallas | TX | 75209 | 943454386 | 501(c)(3) | $13,000 | Program Grant | |
| Arthritis Foundation Southeast Region | ||||||||
| 209 10th Ave South Suite 212A | Nashville | TN | 37203 | 383806275 | 501(c)(3) | $5,500 | Program Grant | |
| Arthritis Foundation Upper Midwest Region | ||||||||
| 1876 Minnehaha Ave West | St Paul | MN | 55104 | 390860526 | 501(c)(3) | $14,500 | Program Grant | |
| KDHE Bereau of Health | ||||||||
| 1000 SW Jackson Suite 230 | Topeka | KS | 66612 | 486029925 | 501(c)(3) | $7,500 | Other Awards and Grant | |
| Amercan College of Rheumatology | ||||||||
| 2200 Lake Blvd NE | Atlanta | GA | 30319 | 581654301 | 501(c)(3) | $50,000 | Other Awards and Grant | |
| Gordon Research | ||||||||
| 512 Liberty Lane | West Kingston | RI | 02892 | 260150662 | 501(c)(3) | $5,000 | Other Awards and Grant | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 65 | Total501c3OrgCnt |
| Total Other Org | 2 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | 2013 Howley Prize | GrantTypeTxt |
| Recipient | 1 | RecipientCnt |
| Cash Grant | $11,230 | CashGrantAmt |
| Non Cash Assistance | 2013 Howley Prize | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | 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 | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Roberta K Byrum CPA | ||||||||||||||
| Chief Operating Officer | $260,000 | $0 | $40,000 | $0 | $0 | $0 | $25,300 | $0 | $1,209 | $0 | $326,509 | $0 | $0 | $0 |
| Christopher Corrigan | ||||||||||||||
| Chief Financial Officer | $205,499 | $0 | $15,000 | $0 | $0 | $0 | $12,330 | $0 | $6,815 | $0 | $239,644 | $0 | $0 | $0 |
| John H Klippel MD | ||||||||||||||
| Immediate Past President/CEO | $380,625 | $0 | $60,750 | $0 | $8,500 | $0 | $37,900 | $0 | $11,138 | $0 | $498,913 | $0 | $0 | $0 |
| Jennifer A Griffiths | ||||||||||||||
| Chief Missions Officer | $229,308 | $0 | $0 | $0 | $0 | $0 | $3,822 | $0 | $7,099 | $0 | $240,229 | $0 | $0 | $0 |
| Ann M Palmer | ||||||||||||||
| President/CEO | $100,962 | $0 | $0 | $0 | $50,000 | $0 | $9,746 | $0 | $3,273 | $0 | $163,981 | $0 | $0 | $0 |
| Bernadine E Bramblett | ||||||||||||||
| Sr. Director, Finance Systems | $138,484 | $0 | $0 | $0 | $0 | $0 | $11,478 | $0 | $11,243 | $0 | $161,205 | $0 | $0 | $0 |
| George P Brennan | ||||||||||||||
| National Sales Dir, AT | $115,360 | $0 | $0 | $0 | $41,306 | $0 | $9,318 | $0 | $13,010 | $0 | $178,994 | $0 | $0 | $0 |
| Marla F Davidson | ||||||||||||||
| Vice President, Information | $188,082 | $0 | $0 | $0 | $0 | $0 | $15,191 | $0 | $8,386 | $0 | $211,659 | $0 | $0 | $0 |
| Kenneth W Guthrie Jr | ||||||||||||||
| Sr. VP, Staff Operations | $175,000 | $0 | $0 | $0 | $0 | $0 | $7,135 | $0 | $8,299 | $0 | $190,434 | $0 | $0 | $0 |
| Cynthia T McDaniel | ||||||||||||||
| Sr. VP, Consumer Affairs | $149,386 | $0 | $0 | $0 | $0 | $0 | $13,746 | $0 | $13,195 | $0 | $176,327 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 7 | Senior management performance based incentive compensation plan. |
| Part I, Line 8 | CEO has a contract. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $240,191 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Realized sales price | 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 | 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. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 10/25/2013 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 IX, line 11g | Advocacy consulting: Program service expenses 213,642. Management and general expenses 19,422. Fundraising expenses 9,711. Total expenses 242,775. Marketing consulting: Program service expenses 807,771. Management and general expenses 73,434. Fundraising expenses 36,717. Total expenses 917,922. Research consulting: Program service expenses 121,000. Management and general expenses 11,000. Fundraising expenses 5,500. Total expenses 137,500. Audio visual & photography fees: Program service expenses 221,535. Management and general expenses 20,140. Fundraising expenses 10,070. Total expenses 251,745. Circulation management fees: Program service expenses 158,248. Management and general expenses 14,386. Fundraising expenses 7,193. Total expenses 179,827. Staff recruitment fees: Program service expenses 160,579. Management and general expenses 14,598. Fundraising expenses 7,299. Total expenses 182,476. Professional writing fees: Program service expenses 139,599. Management and general expenses 12,691. Fundraising expenses 6,345. Total expenses 158,635. Other fees: Program service expenses 2,483,264. Management and general expenses 259,304. Fundraising expenses 104,034. Total expenses 2,846,602. |
| Form 990, Part X, line 25 | In the current year, amounts due to Chartered Entities have been netted against amounts due from Chartered Entities and reported on line 4. |
| Form 990, Part XI, line 9: | - Net change in valuation of split interest agreement. -695,309. |
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