2014-07-22T04:36:35-05:00 2013-12-31 521511275 Raffa PC 1899 L Street NW Suite 900 Washington DC 20036 990 2013-01-01 363350532 National Osteoporosis Foundation NATI 2022232226 1150 17th Street NW No 850 Washington DC 20036 Amy Porter Executive Director/CEO 2022232226 2014-07-22 1 Frank H Smith P00639053 2028225000 2014-07-22 2013 2015-11-30 17:44:51Z Judy Black 1150 17th Street NW No 850 Washington DC 20036 5639727 0 X www.nof.org X 1984 MO To prevent osteoporosis and improve the lives of those affected by the disease. 22 22 24 28 0 0 2932324 2103896 362944 888895 177559 258700 318715 294318 3791542 3545809 0 0 0 0 1960699 2230571 6837 6979 1129414 2685269 2042025 4652805 4279575 -861263 -733766 5644249 4477050 1528861 929659 4115388 3547391 X National Osteoporosis Foundation (the Foundation) is the leading health organization dedicated to preventing osteoporosis and broken bones, promoting strong bones for life and reducing human suffering through programs of public and clinician awareness, education, advocacy and research.Established in 1984, NOF is the nation's only health organization solely dedicated to osteoporosis and bone health.Osteoporosis is a major public health threat for an estimated 54 million Americans. Studies show that one in two women and up to one in four men over age 50 will break a bone due to osteoporosis in their lifetime. NOF works to improve patient care and support for those who have broken bones due to osteoporosis and to educate the public to prevent osteoporosis and broken bones and promote strong bones for life.In order to accomplish its mission, NOF accepts support from a wide breadth of diversified sources, including individuals, foundations, government sources and corporations. 0 0 912133 245683 National Bone Health Alliance - In 2011, the Foundation launched the National Bone Health Alliance (NBHA), a public-private partnership that brings together the expertise and resources of 55 participating organizations to collectively promote bone health and prevent disease; improve diagnosis and treatment of bone disease; and enhance bone research surveillance and evaluation. In 2013, NBHA welcomed 3 new members.NBHA is advocating for the widespread implementation of the fracture liaison service (FLS) model of secondary fracture prevention in a number of health care settings and has a number of complementary efforts to support this goal. FLS programs coordinate post-fracture care through a FLS coordinator (a nurse, nurse practitioner, physician assistant or other healthcare professional) who ensures that individuals who suffer a fracture receive appropriate diagnosis, treatment and support.To help spread the implementation of FLS programs, NBHA launched Fracture Prevention CENTRAL (www.FracturePreventionCENTRAL.org) in March 2013, which provides tools to healthcare professionals, health insurers, Accountable Care Organizations, hospitals and other sites interested in implementing this model of care. By the end of 2013, over 1,900 individuals had registered to access these materials. Included in the resources are case studies, best practices and business plans and a series of six webinars available for on demand viewing. Further, in December 2013, NBHA launched demonstration study that will provide participating hospitals with the FLS model of care in a cloud-based platform to assess the hospitals' adoption and implementation of a FLS across their communities and measuring the impact on patient care.NBHA's public and health professional awareness campaign, 2Million2Many, launched in April 2012, highlights the connection between fractures and osteoporosis and the two million bone breaks each year that are no accident but signs of osteoporosis. The centerpiece of the campaign is Cast Mountain, a thought-provoking 12-foot tall by 12-foot wide installation that represents the 5,500 bone breaks due to osteoporosis that occur in the U.S. every day. The campaign encourages individuals 50 and older who break a bone to ask their healthcare professional for an osteoporosis test and gets people thinking about their bone health. Cast Mountain has traveled to several events across the country and the campaign has been featured in online and print stories through national media outreach activities. The 2Million2Many public service announcements and other materials can be accessed at www.2Million2Many.org.As part of an effort to address the short comings in using biochemical markers as tools in clinical practice, NBHA is executing a series of related projects built on the recommendations of the International Osteoporosis Foundation (IOF)/International Federation of Clinical Chemistry and Laboratory Medicine (IFCC) Bone Marker Standards Working Group position paper published in Osteoporosis International in 2011 regarding the use and utility of bone turnover markers in clinical practice. As a first step, the Project Team published a position paper in July 2012 that outlined the challenges to widespread use of bone turnover markers and described the bone turnover standardization project, which aims to give clinician's confidence in their use of bone turnover markers to help monitor osteoporosis treatment and assess future fracture risk for their patients. These efforts include the standardization of U.S. bone marker sample collection procedures, establishment of a U.S. reference range for these bone turnover markers, and a drug holiday study. These activities will allow clinicians to have confidence in their use of bone turnover markers to help monitor osteoporosis treatment and assess future fracture risk. 866620 554363 Professional education - The Foundation's Education department provides evidence-based information, education, services and initiatives to healthcare professionals through various activities and channels. These efforts are designed to help healthcare professionals make informed decisions about the prevention, diagnosis and treatment of osteoporosis.In 2013, the Foundation planned and implemented the 2013 International Symposium on Osteoporosis (ISO13). ISO13 took place in Chicago, IL from April 18-21, included an internationally recognized faculty and was certified for continuing education credit for physicians, nurses, nurse practitioners and physical therapists. More than 400 professionals participated in the conference. In conjunction with the conference, the two of the Foundation's advisory councils held pre-conference dinner symposia for attendees and community members. These symposia were hosted by the Nursing Advisory Council and the Exercise and Rehabilitation Advisory Council and attracted a total of 180 participants. The Foundation also produced four issues of its professional newsletter, Osteoporosis: Clinical Updates, providing continuing education credit for health care professionals on topics relevant to clinical practice. An online CME activity, planned in partnership with Medscape, concluded in December. As a result of its application for ACCME reaccreditation, the Foundation was awarded Accreditation with Commendation for a period of 6 years. During 2013, a total of 21 activities were offered, reaching a total of 6,878 healthcare professionals. 354863 46193 Patient education - The Foundation's Education department provides patients and caregivers with the latest information on osteoporosis prevention, treatment and detection by providing updated information on the NOF.org website. Additionally, NOF sponsors patient support groups across the country and provides educational information and resources for distribution at consumer events. NOF's online patient support community has grown dramatically over the past year with more than 17,000 participating members offering peer-to-peer support and advice to one another.NOF has appointed one of its volunteer support group leaders to serve as the Foundation's National Support Group Leader. This important volunteer position is responsible for initiating contact with prospective support group leaders and providing information and peer-to-peer support as the new group gets established. New support groups are now required to have a medical advisor and at least five founding members to affiliate with the Foundation to improve the quality of information disseminated through the support groups and give new groups a better chance at succeeding.NOF currently reaches over 100,000 unique monthly visitors on its website - www.nof.org - and thousands more have connected with the organization via its social media platforms on Facebook, Twitter and LinkedIn. The Foundation's website is its most valuable channel for communicating directly with the osteoporosis patients, caregivers and the general public. The site features easy-to-navigate and practical information on how to live with osteoporosis and low-bone mass, learn more about the prevention and treatment of the disease and ways to connect with the Foundation and others through the online community and support groups. 248760 Communications 83194 Membership 41665 Research 15068 Public policy 388687 2522303 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 27 0 1 24 1 0 0 0 0 0 1 1 0 0 0 0 X 22 22 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AK AR AZ CA CO CT FL GA HI IL KS KY ME MD MA MI MN MS MO NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI X X DeAnn Shaffer 2022232226 1150 17th Street NW Suite 850 Washington DC 20036 Robert R Recker MD President & Acting chair 5.00 X X 0 0 0 The Honorable Daniel A Mica Chair- until 04/2013 5.00 X X 0 0 0 Robert F Gagel MD VP & Acting Treasurer 5.00 X X 0 0 0 L Scott Scharer Treasurer - until 11/2013 5.00 X X 0 0 0 Ann C Miller MD Secretary 5.00 X X 0 0 0 William Ashton Member - until 04/2013 5.00 X 0 0 0 Douglas C Bauer MD Member 5.00 X 0 0 0 Ther Honorable Shelley Berkley Member 5.00 X 0 0 0 Judy A Black Member 5.00 X 0 0 0 Felicia Cosman MD Member 5.00 X 0 0 0 Richard Dell MD Member 5.00 X 0 0 0 Deborah T Gold PhD Member - until 04/2013 5.00 X 0 0 0 Susan Greenspan Member 5.00 X 0 0 0 Judith P Hulka APR Member 5.00 X 0 0 0 Karl Isogna MD Member 5.00 X 0 0 0 Franmarie Kennedy Member - until 04/2013 5.00 X 0 0 0 David L Kim Member 5.00 X 0 0 0 Joan Lappe PhD Member 5.00 X 0 0 0 Berdon Lawrence Member 5.00 X 0 0 0 Meryl S LeBoff MD Member 5.00 X 0 0 0 Barbara Levin Member 5.00 X 0 0 0 E Michael Lewiecki MD FACP FACE Member 5.00 X 0 0 0 Robert Lindsay MD PhD Member - until 04/2013 5.00 X 0 0 0 Kenneth G Saag MD Member 5.00 X 0 0 0 Carol Saline Member - until 04/2013 5.00 X 0 0 0 Gail Sheehy Member 5.00 X 0 0 0 Ethel S Siris MD Member 5.00 X 0 0 0 Heidi Skolnik MS CDN FACSM Member 5.00 X 0 0 0 Connie M Weaver PhD Member 5.00 X 0 0 0 Amy Porter Executive Director/CEO 40.00 X 267192 0 9869 DeAnn Shaffer Director of Finance 40.00 X 99699 0 7250 David B Lee Director, NBHA 40.00 X 163660 0 9028 Claire Gill Director of Marketing 40.00 X 174604 0 6506 Susan Randall Director of Education & Science 40.00 X 126324 0 10469 Gary Barbarash Dir. of Operations - until 08/2013 40.00 X 117934 0 4735 Debra Erikson Director of Development Operations 40.00 X 100633 0 6945 Valerie Patmintra Dir. of Comm. - until 08/2013 40.00 X 100633 0 752 1150679 0 55554 7 0 1 0 Haines and Company Inc 8050 Freedom Ave NW North Canton OH 44720 Direct mailing 267133 Medscape 825 Eigth Ave 11th Floor New York NY 10019 Consulting 157000 GSW Worldwide PO Box 505214 St Louis MO 63150 Public relations 104230 3 10342 60203 34598 1998753 10453 2103896 Symposium/ISO 2013 900099 575634 531884 43750 Contract revenue 900099 245683 245683 Education consulting 900099 38883 38883 Subscriptions/reprints 900099 27378 27378 Clinician Guide App 900099 1317 1317 888895 80207 80207 288373 288373 2238555 2060062 178493 178493 178493 24000 34598 33805 -9805 -9805 1145 51 1094 1094 List rental income 900099 11478 11478 Miscellaneous 900099 3178 3178 14656 3545809 846239 0 595674 X 737808 426992 148307 162509 1247045 751157 56639 439249 33196 20672 1146 11378 65217 37447 6076 21694 147305 87415 15002 44888 29944 17849 8700 3395 41309 24624 12001 4684 6979 6979 19372 16372 3000 458873 283693 112797 62383 300 300 218828 155896 15381 47551 121375 71758 26939 22678 320738 144516 99129 77093 57252 45855 4000 7397 347249 284136 22150 40963 11573 6780 2463 2330 156826 70487 48568 37771 35980 17195 10567 8218 Direct mail 222406 75531 21621 125254 4279575 2522303 627858 1129414 229385 75531 21621 132233 250 250 1024314 1091620 405315 658408 61542 39384 124652 130668 139851 123250 704554 620871 236219 83683 3652106 2349787 5644249 4477050 597156 191188 22196 216245 850000 475000 59509 47226 1528861 929659 X 3317108 2664054 618268 703325 180012 180012 4115388 3547391 5644249 4477050 -733766 165769 0 X 0 1 X 1 0 X 2870158 3170954 3297233 2932324 2103896 14374565 2870158 3170954 3297233 2932324 2103896 14374565 3663885 10710680 469733 503775 461014 509916 380058 2324496 15467 1475 638 35240 3178 55998 16755059 4534501 0.63930 0.68030 X Schedule A, Part II, Line 10, Explanation of Other Income: Miscellaneous - 2009 Amount: $ 15,467. 2010 Amount: $ 1,475. 2011 Amount: $ 638. 2012 Amount: $ 35,240. 2013 Amount: $ 3,178. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 4272597 4272597 363630 90908 0 0 385295 465058 382298 363630 1596281 2394422 141977 59473 201450 96324 116265 95575 90908 399072 598608 15461 59473 74934 191163 3313 194476 180012 11151 191163 180012 8474 8474 180012 180012 5753 5753 180012 180012 271 271 180012 0.00000 0.92560 0.07440 0 0 130822 118806 12016 573732 502065 71667 83683 Deferred rent 47226 47226 X 3746279 165769 20217 33856 219842 3526437 19372 19372 3545809 4314276 20217 33856 54073 4260203 19372 19372 4279575 Part V, Line 4: The Shou Mei Hu - Cecelia Wu Kojima Fund totaled $80,012 and the restricted income is for medical and scientific research related to the prevention, cure, and/or treatment of osteoporosis. The Dr. Burton Spiller Fund for Bone Health Research totaled $100,000 and the restricted income is for medical research regarding bone health and bone research grants. Part X, Line 2: The Foundation performed an evaluation of uncertain tax positions for the year ended December 31, 2013, and determined that there were no matters that would require recognition in the financial statements or that may have any effect on its tax-exempt status. Part XI, Line 2d - Other Adjustments: Cost of goods sold 51. Special event expenses 33,805. Part XII, Line 2d - Other Adjustments: Cost of goods sold 51. Special event expenses 33,805. X 1 Haines and Company Inc PO Box 2117 North Canton OH 44720 Direct Mail Program 0 461344 6979 231959 461344 6979 231959 AL AK AZ AR CA CO CT DC FL GA HI ID IL IN IA KS KY LA ME MD MA MI MS MO MT NH NJ NM NY MN NC ND OH OK OR PA RI SC TN TX UT VT VA WA WV WI Mothers to Daughter Luncheon 58598 34598 24000 17814 15991 58598 34598 24000 17814 15991 33805 -9805 Part I, Line 2 In the contract with Haines and Company, Inc., work performed out of the scope of fundraising counsel services are approved by NOF before they are performed and paid. During the year ended 12/31/2013, $222,406 was paid to Haines and Company, Inc. for production and mailing of public awareness materials and is included in Part IX, 24 (b), (c) & (d). X 1 1 X X X 1 0 0 0 0 0 0 0 0 Amy Porter Executive Director/CEO 242050 0 0 0 25142 0 7448 0 2421 0 277061 0 0 0 David B Lee Director, NBHA 163660 0 0 0 0 0 3323 0 5705 0 172688 0 0 0 Claire Gill Director of Marketing 174604 0 0 0 0 0 4760 0 1746 0 181110 0 0 0 Part I, Line 1b During 2010, the Board voted and approved to provide additional retirement benefits for the Executive Director/CEO, Amy Porter. As these benefits exceeded the amount allowed under the plan, the Board provided the excess amount as a cash reimbursement which included a gross-up for tax imdemnification. Part I, Line 4a During the year ended December 31, 2013 Gary Barbarash, Director of Operations, and Valerie Patmintra, Director of Communications, each received severance payments of $30,000 and $25,385, respectively. Form 990, Part VI, Section B, line 11 The Director of Finance and the Senior Accountant, as well as the Executive Director/CEO, review the federal Form 990 as prepared by Raffa, P.C. to determine if the information presented in the federal Form 990 is in agreement with information originally provided to Raffa, P.C. The Foundation and Raffa, P.C. discuss issues, if any. Before the federal Form 990 is filed with the Internal Revenue Service, Board members are notified that the completed federal Form 990 is available for their review. Form 990, Part VI, Section B, line 12c The Board annually reviews the conflict of interest policy and discloses any potential conflict of interest. Senior Staff, officers and highly compensated employees are asked to sign a Conflict of Interest Disclosure Statement. The signed documents are reviewed by the Executive Director/CEO and kept by the Director of Finance. The COI Policy is always taken into consideration when there is the potential for conflict, particularly when signing new contracts or beginning new relationships. Any possible appearance of conflict of interest that arises in the course of business is researched to determine the existence of a conflict. If a contract is to be made with a related party, it is disclosed to the Board and a vote is taken. If the Foundation's staff members identify a conflict of interest, the Foundation's Executive Director/CEO and its Director of Operations share this information with the Executive Committee of the Board for its action. Form 990, Part VI, Section B, line 15 Compensation surveys for employees in similar positions with similar responsibilities in the not-for-profit industry are used as benchmarks for determining compensation of officers and key employees. The compensation for the Executive Director/CEO is decided by the Board privately. Each year, prior to the meeting when the compensation decision is made, the Chairman of the Board reviews comparable salaries in the not-for-profit industry and sends out a performance review to each Board Member to use in evaluating the Executive Director/CEO's performance. Form 990, Part VI, Section C, line 19 The Foundation's governing documents and conflict of interest policy are not made public as the Foundation believes these are proprietary in nature. The Foundation's financial statements and federal Form 990 are made available to the public on the Foundation's web site. Form 990, Part IX, line 11g Computer support: Program service expenses 283,693. Management and general expenses 112,797. Fundraising expenses 62,383. Total expenses 458,873.