2014-11-14T13:13:08-06:00 2013-12-31 990 2013-01-01 263889828 INTERNATIONAL BIPOLAR FOUNDATION INTE 8587642496 8895 TOWNE CENTRE DRIVE STE 105-360 SAN DIEGO CA 92122 PETER MOSSY PRESIDENT 8587642496 2014-11-14 1 P00227737 8585352000 2013 2015-11-30 17:44:51Z PETER MOSSY 8895 TOWNE CENTRE DRIVE STE 105-360 SAN DIEGO CA 92122 445259 0 X WWW.INTERNATIONALBIPOLARFOUNDATION.ORG X 2007 CA THE MISSION IS TO IMPROVE UNDERSTANDING AND TREATMENT OF BIPOLAR DISORDER THROUGH RESEARCH; TO PROMOTE CARE AND SUPPORT RESOURCES FOR INDIVIDUALS AND CAREGIVERS; AND TO ERASE STIGMA THROUGH EDUCATION. 12 12 2 70 0 0 346177 439610 3027 2186 31 3463 -56957 -57801 292278 387458 30419 30711 0 0 73329 102097 0 0 53200 98193 128704 201941 261512 90337 125946 244649 408362 13884 46244 230765 362118 X TO IMPROVE UNDERSTANDING AND TREATMENT OF BIPOLAR DISORDER THROUGH RESEARCH; TO PROMOTE CARE AND SUPPORT RESOURCES FOR INDIVIDUALS AND CAREGIVERS; AND TO ERASE STIGMA THROUGH EDUCATION. 0 0 30711 30711 2186 RESEARCH GRANTS AND AWARDS. EACH YEAR, THE FOUNDATION SENDS OUT A REQUEST FOR PROPOSAL (RFP) TO RESEARCHERS INTERESTED IN APPLYING FOR A $30,000 GRANT FROM INTERNATIONAL BIPOLAR FOUNDATION (IBPF) OR A DONOR WILL FUND A MAJORITY OF A RESEARCH GRANT OF THEIR CHOICE THROUGH (IBPF). 40335 PROVIDING CARE AND SUPPORT SERVICES: - OUTREACH AND REFERRAL PROGRAM- INTERNATIONAL BLOGGERS - AMBASSADOR PROGRAM (VOLUNTEERS) AND WEBSITE 97159 PROVIDING EDUCATIONAL SERVICES: - HEALTHY LIVING WITH BIPOLAR DISORDER BOOK- GIRL SCOUTS OF THE UNITED STATES MENTAL HEALTH PATCH- MY SUPPORT E-NEWSLETTER- HIGH SCHOOL ESSAY CONTEST- SPEAKERS' BUREAU- WEBINARS- MONTHLY LECTURES- SAY IT FORWARD ANTI-STIGMA CAMPAIGN- SOCIAL MEDIA: FACEBOOK AND TWITTER- HEALTH MEDIA: SHARECARE AND WEBMD- EDUCATIONAL VIDEOS AND BROCHURES- CONFERENCE 168205 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 2 0 1 2 1 0 0 0 0 0 1 1 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 1 0 CA X SUSAN BERGER 8587642496 8895 TOWNE CENTRE DRIVE SUITE SAN DIEGO CA 92122 X JESSE MORGAN BOARD MEMBER 1.00 X 0 0 0 JOYE BLOUNT BOARD MEMBER 1.00 X 0 0 0 KAREN SHEFFRES BOARD MEMBER 3.00 X 0 0 0 LYNN MUTO BOARD MEMBER 2.00 X 0 0 0 MAGGIE WATKINS BOARD MEMBER 2.00 X 0 0 0 PETER MOSSY BOARD MEMBER 2.00 X 0 0 0 ROBIN NORDHOFF BOARD MEMBER 1.00 X 0 0 0 THOMAS JENSEN MEDICAL DIRECTOR 2.00 X 0 0 0 TIFFANY HUNTER BOARD MEMBER 1.00 X 0 0 0 ELLEN FRUDAKIS SECRETARY 2.00 X 0 0 0 MARTHA WALKER PRESIDENT 40.00 X 0 0 0 SUSAN BERGER TREASURER 15.00 X 0 0 0 0 0 0 0 0 0 0 0 X 324790 114820 439610 BOOK SALES 611710 2186 2186 2186 1858 1858 1605 0 1605 1605 1605 0 324790 57801 -57801 -57801 387458 2186 0 -54338 X 30000 30000 711 711 72179 61463 5858 4858 29918 22438 4488 2992 14000 14000 34615 34615 15006 6295 2415 6296 21504 17803 1864 1837 3336 3336 8221 6989 1232 5507 3326 2085 96 EDUCATION & OUTREACH PR 14339 14339 OTHER EXPENSES 12176 1505 9397 1274 261512 168205 40107 53200 130481 250211 106799 13056 7369 9463 108332 27300 244649 408362 1092 33452 12792 12792 13884 46244 X 230765 362118 230765 362118 244649 408362 125946 5407 0 X X 1 X 0 1 0 X 202953 223087 141902 346177 439610 1353729 202953 223087 141902 346177 439610 1353729 104968 1248761 872 135 44 31 1858 2940 1356669 6381 0.92050 0.91590 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 25000 2149 135 27014 1.00000 0 0 0 MUTUAL FUNDS 108332 F 108332 X PART X, LINE 2: THE ORGANIZATION IS A NONPROFIT AGENCY ORGANIZED UNDER THE LAWS OF THE STATE OF CALIFORNIA AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE. IN ACCORDANCE WITH FINANCIAL ACCOUNTING STANDARDS BOARD ACCOUNTING STANDARDS CODIFICATION 740-10-15-2, INCOME TAX BENEFITS AND/OR LIABILITIES ARE RECOGNIZED FOR INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, ONLY WHEN IT IS DETERMINED THAT THE INCOME TAX POSITIONS WILL MORE-LIKELY-THAN-NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. THE ORGANIZATION HAS ANALYZED THE TAX POSITIONS TAKEN IN ITS FILINGS WITH THE INTERNAL REVENUE SERVICE AND THE CALIFORNIA FRANCHISE TAX BOARD. THE ORGANIZATION BELIEVES THAT ITS INCOME TAX FILING POSITIONS WILL BE SUSTAINED UPON EXAMINATION AND DOES NOT ANTICIPATE ANY ADJUSTMENT THAT WOULD RESULT IN A MATERIAL ADVERSE EFFECT ON THE ORGANIZATION'S FINANCIAL CONDITION, RESULTS OF OPERATIONS OR CASH FLOWS. ACCORDINGLY, THE ORGANIZATION HAS NOT RECORDED ANY RESERVES, OR RELATED ACCRUALS FOR INTEREST AND PENALTIES FOR UNCERTAIN INCOME TAX POSITIONS AT DECEMBER 31, 2013 AND 2012. THE ORGANIZATION'S FEDERAL AND STATE INCOME TAX RETURNS PRIOR TO FISCAL YEARS 2010 AND 2009, RESPECTIVELY, ARE CLOSED. MANAGEMENT CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS. MANAGEMENT IS NOT AWARE OF ANY PENDING REVIEWS OR EXAMINATIONS. 2013 GALA 303304 303304 28114 13672 3363 MARK WHITACRE LUNCEHON 11230 11230 5406 1500 3304 1 10256 10256 137 1203 1102 324790 324790 33657 16375 7769 57801 -57801 1 MAYO CLINIC PO BOX 860334 MINNEAPOLIS MN 55468 416011702 501(C)(3) 30000 CASH N/A ANNUAL REASEARCH GRANT. 1 FORM 990 SCHEDULE I PART II LINE 1 THE RESEARCHER WHO WAS AWARDED THE GRANT SENDS A QUARTERLY REPORT UPDATE ON THE PROGRESS FOR 1 YEAR ON THEIR SPECIFIC RESEARCH WORK. FORM 990, PART VI, SECTION B, LINE 11 TAX RETURNS ARE DELIVERED TO THE EXECUTIVE COMMITTEE FOR THEIR REVIEW BEFORE SIGNING AND MAILING. FORM 990, PART VI, SECTION B, LINE 12C EMPLOYEES MAY NOT ENGAGE IN ANY OUTSIDE BUSINESS OR ACTIVITY, PURSUIT, ACTION, OR INVESTMENT WHICH BY ITS NATURE OR SCOPE (WITH OR WITHOUT PERSONAL GAIN): - PREVENTING OR POTENTIALLY PREVENTS AN IMPARTIAL DISCHARGE OF DUTIES. - INTERFERES WITH THE SATISFACTORY PERFORMANCE OF ASSIGNED DUTIES WITHIN IBPF. - REFLECTS A COMPROMISE OR MISUSE OF IBPF INFORMATION WHETHER ACTUAL OR POTENTIAL. - ADVERSELY AFFECTS THE INTERESTS OR REPUTATION OF IBPF AND/OR ITS EMPLOYEES OR HAS THE POTENTIAL FOR SUCH ADVERSE EFFECT. OUTSIDE ACTIVITIES MUST CLEARLY BE ON PERSONAL TIME AND NOT USING THE NETWORK OR LEVERAGING THE RESOURCES/INFLUENCE OF THE EMPLOYEE'S POSITION IN IBPF. EMPLOYEES MAY NOT USE CORPORATE PROPERTY OR SERVICES WITH RESPECT TO ANY OUTSIDE ACTIVITIES. ADDITIONAL EMPLOYMENT OR SELF-EMPLOYMENT SHOULD BE KEPT SEPARATE FROM EMPLOYMENT WITH IBPF AND SHOULD NOT CONFLICT IN ANY WAY WITH IBPF. EMPLOYEES SHOULD NOT ENGAGE IN ANY EMPLOYMENT, OR PROVIDE ANY SERVICE IBPF PROVIDES, WHICH COMPETES WITH IBPF. THIS STATEMENT DOES NOT PERTAIN TO THOSE ACTIVITIES THAT ARE DEEMED COMPLIMENTARY. IF AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST ARISES, IT SHOULD BE PROMPTLY DISCUSSED WITH THE EMPLOYEE'S SUPERVISOR. EMPLOYEES WILL DISCLOSE ANY CONFLICTS OF INTEREST, EITHER REAL OR PERCEIVED, ANNUALLY BY SUBMITTING A SIGNED MEMO THAT WILL BE KEPT IN THEIR HUMAN RESOURCES FILE. THE POLICY IS MONITORED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS ON A QUARTERLY BASIS. IF A CONFLICT DOES ARISE, THEN IT IS BROUGHT TO THE EXECUTIVE COMMITTEE, WHICH THEN PRESENTS IT TO THE BOARD OF DIRECTORS FOR REVIEW AND DISCUSSION. FORM 990, PART VI, SECTION B, LINE 15B THE COMPENSATION IS DETERMINED BY THE INDEPENDENT BODY, WHICH IS THE HIRING COMMITTEE, WHICH USES COMPARABILITY DATA AND DOCUMENTS THE BOARD CONSIDERATION AND APPROVAL OF THE COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 A PUBLIC INSPECTION COPY IS HELD AT THE OFFICE FOR PUBLIC REVIEW. FORM 990, PART VIII, LINES 7A AND 7B THE ORGANIZATION FORMED A NEW ENDOWMENT IN 2013. THE ENDOWMENT WAS DESIGNATED BY THE BOARD OF DIRECTORS FOR THE BENEFIT OF THE ORGANIZATION MOVING FORWARD. THE ENDOWMENT IS BEING MANAGED BY RANCHO SANTA FE FOUNDATION (RSFF). UPON INQUIRY TO THE RSFF REQUESTING THE COST BASIS AND GROSS PROCEEDS FOR THE REALIZED GAIN OF $1,605, RSFF ADVISED THEY MANAGE IBF'S ENDOWMENT TOGETHER WITH MANY OTHER ONES FOR VARIOUS ORGANIZATIONS. REALIZED GAINS AND LOSSES ARE SPREAD OVER VARIOUS ORGANIZATIONS BASED ON THEIR INVESTMENT. IT IS CUMBERSOME FOR THEM TO SEGREGATE HOW MUCH OF GROSS PROCEEDS AND COST BASIS SHOULD BE ALLOCATED TO IBF. FORM 990, PART IX, LINE 11G CONSULTING FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 34,615. TOTAL EXPENSES 34,615. FORM 990, PART XII, LINE 2C: THE PROCESS DID NOT CHANGE FROM PRIOR YEAR.