LUPUS RESEARCH ALLIANCE INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- LUPUS RESEARCH ALLIANCE INC (EIN 58-2492929)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-08-27
- IRS object ID
- 201422399349300507
- 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 F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-08-27T09:27:02-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 131655065 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUTZ AND CARR CPAS LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 EAST 42ND STREET | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10017 | 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 | 582492929 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALLIANCE FOR LUPUS RESEARCH INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALLI | BusinessNameControlTxt |
| Phone | 2122182840 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 28 WEST 44TH STREET NO 501 | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10036 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEBRA ROSE | PersonNm |
| Person Title | CHIEF OPERATING OFFICER | PersonTitleTxt |
| Phone | 2122182840 | PhoneNum |
| Signature | 2014-08-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAUREN CRESCI | PreparerPersonNm |
| PTIN | P01268493 | PTIN |
| Phone | 2126972299 | PhoneNum |
| 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 | KENNETH M FARBER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 28 WEST 44TH STREET NO 501 | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10036 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $26,195,820 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | LUPUSRESEARCH.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1999 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | TO SUPPORT RESEARCH TO PREVENT, TREAT AND CURE LUPUS. THE MISSION OF THE ALLIANCE FOR LUPUS RESEARCH (ALR) IS TO SUPPORT BIO-MEDICAL RESEARCH TO PREVENT, TREAT AND CURE LUPUS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 27 | TotalEmployeeCnt |
| Total Volunteers | 500 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $8,871,788 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,223,868 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,379,807 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,090,321 | CYInvestmentIncomeAmt |
| PY Other Revenue | $57,474 | PYOtherRevenueAmt |
| CY Other Revenue | $294,023 | CYOtherRevenueAmt |
| PY Total Revenue | $10,309,069 | PYTotalRevenueAmt |
| CY Total Revenue | $11,608,212 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $8,751,791 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $7,710,350 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,955,371 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,072,442 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $49,000 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $49,000 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,960,073 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,175,879 | PYOtherExpensesAmt |
| CY Other Expenses | $2,253,959 | CYOtherExpensesAmt |
| PY Total Expenses | $12,932,041 | PYTotalExpensesAmt |
| CY Total Expenses | $12,085,751 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,622,972 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$477,539 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $53,990,813 | TotalAssetsBOYAmt |
| Total Assets EOY | $59,870,295 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $12,257,318 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $12,828,688 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $41,733,495 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $47,041,607 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF THE ALLIANCE FOR LUPUS RESEARCH (ALR) IS TO FIND BETTER TREATMENTS AND ULTIMATELY PREVENT AND CURE SYSTEMATIC LUPUS ERYTHEMATOSUS (SLE OR LUPUS), A DEBILITATING AUTOIMMUNE DISEASE THROUGH BIO-MEDICAL RESEARCH. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $8,599,123 | ExpenseAmt |
| Grant | $7,710,350 | GrantAmt |
| Desc | RESEARCH:THE ALR ENGAGES IN ACTIVE GRANT MAKING MANAGEMENT, WORKING HAND-IN-HAND WITH INVESTIGATORS TO GUIDE AND DRIVE THE RESEARCH PROCESS. (SEE SCHEDULE O). SINCE ITS INCEPTION, THE ALR HAS COMMITTED NEARLY $89 MILLION TO FUND LUPUS RESEARCH PROJECTS. IN 2013, NEW GRANTS TOTALING APPROXIMATELY $7.6 MILLION WERE AWARDED, OF WHICH APPROXIMATELY $6.6 MILLION WENT TO 12 INVESTIGATORS WITH PROMISING NEW AVENUES OF RESEARCH UNDER THE TARGET IDENTIFICATION IN LUPUS (TIL) THREE YEAR GRANT MECHANISM AND $1 MILLION WAS AWARDED TO 4 PROJECTS UNDER THE ALR'S NEW COLLABORATION WITH CENTERS FOR THERAPEUTIC INNOVATION, AN INNOVATIVE PFIZER PROGRAM, WHICH PROVIDES A RESEARCHER UP TO $250,000 PER YEAR FOR LUPUS RESEARCH WITH THE POTENTIAL FOR A SECOND YEAR OF FUNDING BASED UPON THE SUCCESS OF THE FIRST YEAR OF STUDIES.IN 2005, THE ALR LAUNCHED A GLOBAL CONSORTIUM OF LUPUS RESEARCHERS. MEMBERS OF THE INTERNATIONAL SLE GENETICS (SLEGEN) CONSORTIUM POOLED THEIR RESOURCES AND INTELLECTS, DETERMINED TO FIND THE GENES RESPONSIBLE FOR LUPUS. THE PROJECT WAS ORIGINALLY SUPPORTED BY $2.5 MILLION IN FUNDING FROM THE ALR. IN 2010, AN ADDITIONAL $500,000 WAS AWARDED TO THE SLEGEN CONSORTIUM FOR AN IMMUNOCHIP PROCESS GEARED TOWARD UNDERSTANDING THE GENETIC BASIS OF LUPUS IN DIVERSE POPULATIONS AND WORK IS CONTINUING TO BE DONE TO ANALYZE THE CONSORTIUM'S DATA.ALR'S UNIQUE FUNDING MODEL SUPPORTS PROMISING RESEARCH EFFORTS WITH THE GOAL OF IMPROVING THE LIVES OF PEOPLE WITH LUPUS IN THE NEAR FUTURE. THROUGH A COMPETITIVE PEER-REVIEW PROCESS AND AN INNOVATIVE VENTURE-CAPITALIST APPROACH, PROJECTS BY THE ALR AIM TO TRANSLATE RESULTS FROM THE RESEARCH BENCH TO THE BEDSIDE. BECAUSE THE ALR'S BOARD OF DIRECTORS FUNDS ADMINISTRATIVE AND FUNDRAISING EXPENSES, 100% OF ALL OTHER CONTRIBUTIONS GOES TO SUPPORT THE ALR'S LUPUS RESEARCH PROGRAMS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $513,410 | ExpenseAmt |
| Desc | SCIENTIFIC PROGRAMS:THE ALR ENCOURAGES CROSS-SECTOR AND CROSS-DISCIPLINE PARTNERSHIPS TO FOSTER AN INNOVATIVE RESEARCH ENVIRONMENT. IN 2013, THERE WERE COLLABORATIVE MEETINGS FUNDED BY THE ALR WHERE RESEARCHERS WERE ENCOURAGED TO EXCHANGE IDEAS AND HELP THE ALR TARGET NEW RESEARCH OPPORTUNITIES. THIS INCLUDED SCIENTIFIC ADVISORY BOARD MEETINGS, OUT OF WHICH CAME SUPPORT FOR CONTINUING THE ALR'S TARGET IDENTIFICATION IN LUPUS GRANT PROGRAM, THE GENETIC PATHWAYS GRANT MECHANISM, CONTINUED SUPPORT FOR THE SLE GENETICS CONSORTIUM AND ENCOURAGING PARTNERSHIPS AMONG INVESTIGATORS, PHARMACEUTICAL AND BIOTECH COMPANIES AND FOR CLINICAL TRIALS. (SEE SCHEDULE O). IN 2013, THE ALR EMBARKED ON A PARTNERSHIP WITH THE LUPUS RESEARCH INSTITUTE (LRI) TO EXPLORE A NEW PROGRAM DESIGNED TO EVALUATE DRUGS ALREADY APPROVED OR VERY CLOSE TO APPROVAL FOR OTHER INDICATIONS AS POSSIBLE CANDIDATES FOR REPURPOSING FOR LUPUS. THE SCIENTIFIC ASSESSMENT CONDUCTED WAS COMPREHENSIVE AND EVIDENCE-BASED, WITH EMPHASIS PLACED ON THE CANDIDATE DRUG'S MECHANISM OF ACTION, SAFETY PROFILE AND THE FEASIBILITY OF CONDUCTING A PROOF OF CONCEPT CLINICAL TRIAL IN LUPUS PATIENTS. THE INITIAL PHASE OF THIS PROJECT IS NOW COMPLETE; APPROXIMATELY 150 CANDIDATE DRUGS THAT MAY HAVE A REASONABLE BASIS FOR EFFICACY FOR SLE, CLE, LN AND/OR CNS LUPUS HAVE BEEN IDENTIFIED. THESE CANDIDATES ARE BEING PRIORITIZED BY AN EXPERT COMMITTEE IN 2014 AS THE ALR AND LRI ARE COMMITTED TO SUPPORTING SMALL, SCIENCE-RICH, PROOF OF CONCEPT TRIALS TO ASSESS AS MANY CANDIDATES AS REASONABLY POSSIBLE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $111,715 | ExpenseAmt |
| Desc | PUBLIC POLICY:THE MAIN GOALS OF THE ALR'S PUBLIC POLICY PROGRAM ARE TO EDUCATE MEMBERS OF CONGRESS AND THE ADMINISTRATION ABOUT THE IMPORTANCE OF FUNDING LUPUS RESEARCH, TO INCREASE FEDERAL FUNDING FOR LUPUS RESEARCH BY INCREASING OVERALL NATIONAL INSTITUTES OF HEALTH (NIH) FUNDS, AND TO SECURE ADDITIONAL FUNDING FOR LUPUS RESEARCH THROUGH OTHER KEY FEDERAL AGENCIES INCLUDING THE VETERANS ADMINISTRATION AND DEPARTMENT OF DEFENSE. (SEE SCHEDULE O).THROUGH THE ALR'S PUBLIC POLICY PROGRAM EFFORTS, FUNDING FOR LUPUS RESEARCH HAS BEEN OBTAINED UNDER THE DEPARTMENT OF DEFENSE PEER REVIEWED MEDICAL RESEARCH PROGRAM. THIS IS A $50 MILLION COMPETITIVE RESEARCH GRANT PROGRAM. ONLY THOSE DISEASES LISTED IN THE DEFENSE APPROPRIATIONS COMMITTEE REPORT ARE ELIGIBLE TO RECEIVE FUNDING. ALR WAS RESPONSIBLE FOR PERSUADING CONGRESS TO INCLUDE LUPUS ON THIS VERY COMPETITIVE LIST THE PAST NINE YEARS. THROUGH THE ALR'S CONTINUED EFFORTS TO INCLUDE LUPUS ON THE LIST OF DISEASES UNDER THE PRMRP IN THE DEFENSE APPROPRIATIONS BILLS, THE DOD HAS AWARDED OVER $10 MILLION TO LUPUS RESEARCHERS SINCE 2004.IN 2013, MEMBERS OF THE LUPUS COMMUNITY GATHERED IN WASHINGTON, DC FOR THE SECOND CONGRESSIONAL BRIEFING ON LUPUS. THE MEETING OF THE CONGRESSIONAL LUPUS CAUCUS GAVE THOSE ATTENDING A CHANCE TO SHARE THEIR PERSONAL STORIES AND TO SPEAK ABOUT WHY SUPPORTING LUPUS RESEARCH AND CONSIDERING FUTURE POLICY IS VITAL FOR ADVANCING TREATMENTS AND ULTIMATELY FINDING A CURE FOR LUPUS. THE ALR PARTNERED WITH THE LUPUS RESEARCH INSTITUTE TO SUPPORT THESE EFFORTS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $9,224,248 | 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 | 0 | 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 | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | 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 | 0 | 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 | 37 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 27 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| 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 |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | 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 | 0 | 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 | 0 | LocalChaptersInd |
| 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 | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEBRA ROSE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2122182840 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 28 WEST 44TH STREET SUITE 501 | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10036 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| ROBERT WOOD JOHNSON IV | |||||||
| CHAIRMAN OF THE BOARD | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOSEPH MAURIELLO | |||||||
| TRESURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| IRA AKSELRAD | |||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JAMES P ANDREW | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NEIL J BURMEISTER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ALISON HARMELIN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHARLES J HUEBNER MD | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DANIEL LAVECCHIA | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHELLE Y LEE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM J MULVIHILL | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT W PITTMAN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KEITH C WOLD | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KENNETH M FARBER | |||||||
| PRESIDENT | 30.00 | Yes (X) | $273,900 | $0 | $0 | ||
| DEBRA ROSE | |||||||
| CHIEF OPERATING OFFICER | 40.00 | Yes (X) | $121,241 | $0 | $35,561 | ||
| ROBERT D HINNEN | |||||||
| NAT'L BUS. DEV. DIRECTOR | 40.00 | $114,446 | $0 | $19,301 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $509,587 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $54,862 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MOUTH INC | |||||
| 155 SIXTH AVENUE SUITE 701 | NEW YORK | NY | 10013 | COMMUNICATIONS AGENCY | $121,500 |
| KIM KAISER & ASSOCIATES LLC | |||||
| 178 FLAX HILL ROAD | NORWALK | CT | 06854 | PHARMA CONSULTANT | $113,063 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $3,447,653 | FundraisingAmt |
| All Other Contributions | $4,776,215 | AllOtherContributionsAmt |
| Noncash Contributions | $40,158 | NoncashContributionsAmt |
| Total Contributions | $8,223,868 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,606,562 | TotalRevenueColumnAmt |
| Exclusion | $1,606,562 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $256,800 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $111,662 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $145,138 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $145,138 | TotalRevenueColumnAmt |
| Exclusion | $145,138 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $15,715,308 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $14,231,549 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,483,759 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,483,759 | TotalRevenueColumnAmt |
| Exclusion | $1,483,759 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $244,003 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $3,447,653 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $244,003 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $783 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $394 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $389 | TotalRevenueColumnAmt |
| Exclusion | $389 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| SUBLET INCOME | 532000 | $79,231 | $79,231 |
| RETURN OF GRANTS & ADJUSTMENTS | 900099 | $69,265 | $69,265 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $148,496 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,608,212 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,384,344 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,148,120 | TotalAmt |
| Program Services | $7,148,120 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $562,230 | TotalAmt |
| Program Services | $562,230 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $432,276 | TotalAmt |
| Program Services | $228,650 | ProgramServicesAmt |
| Management And General | $87,107 | ManagementAndGeneralAmt |
| Fundraising | $116,519 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,222,708 | TotalAmt |
| Program Services | $428,058 | ProgramServicesAmt |
| Management And General | $182,826 | ManagementAndGeneralAmt |
| Fundraising | $611,824 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,122 | TotalAmt |
| Program Services | $32,873 | ProgramServicesAmt |
| Management And General | $13,447 | ManagementAndGeneralAmt |
| Fundraising | $47,802 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $215,302 | TotalAmt |
| Program Services | $75,838 | ProgramServicesAmt |
| Management And General | $35,898 | ManagementAndGeneralAmt |
| Fundraising | $103,566 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,034 | TotalAmt |
| Program Services | $38,351 | ProgramServicesAmt |
| Management And General | $20,404 | ManagementAndGeneralAmt |
| Fundraising | $49,279 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,660 | TotalAmt |
| Management And General | $4,660 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,659 | TotalAmt |
| Management And General | $42,659 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,000 | TotalAmt |
| Fundraising | $49,000 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,859 | TotalAmt |
| Management And General | $50,859 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $428,875 | TotalAmt |
| Program Services | $54,447 | ProgramServicesAmt |
| Management And General | $172,547 | ManagementAndGeneralAmt |
| Fundraising | $201,881 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,907 | TotalAmt |
| Program Services | $679 | ProgramServicesAmt |
| Management And General | $23,865 | ManagementAndGeneralAmt |
| Fundraising | $10,363 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $225,332 | TotalAmt |
| Program Services | $114,356 | ProgramServicesAmt |
| Management And General | $53,823 | ManagementAndGeneralAmt |
| Fundraising | $57,153 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $448,707 | TotalAmt |
| Program Services | $159,288 | ProgramServicesAmt |
| Management And General | $84,745 | ManagementAndGeneralAmt |
| Fundraising | $204,674 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $194,862 | TotalAmt |
| Program Services | $52,382 | ProgramServicesAmt |
| Management And General | $37,574 | ManagementAndGeneralAmt |
| Fundraising | $104,906 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $262,029 | TotalAmt |
| Program Services | $243,462 | ProgramServicesAmt |
| Management And General | $9,905 | ManagementAndGeneralAmt |
| Fundraising | $8,662 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,244 | TotalAmt |
| Program Services | $11,092 | ProgramServicesAmt |
| Management And General | $5,900 | ManagementAndGeneralAmt |
| Fundraising | $14,252 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,674 | TotalAmt |
| Program Services | $8,759 | ProgramServicesAmt |
| Management And General | $4,660 | ManagementAndGeneralAmt |
| Fundraising | $11,255 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| WALKATHON PROMOTIONAL E | $161,325 | $161,325 | ||
| PRINTING & PUBLICATIONS | $154,709 | $113,873 | $26,400 | $14,436 |
| POSTAGE, SHIPPING & DEL | $73,943 | $52,931 | $8,241 | $12,771 |
| DATA PROCESSING & CREDI | $58,641 | $23,434 | $14,669 | $20,538 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,533 | TotalAmt |
| Program Services | $16,353 | ProgramServicesAmt |
| Management And General | $22,806 | ManagementAndGeneralAmt |
| Fundraising | $17,374 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,085,751 | TotalAmt |
| Program Services | $9,224,248 | ProgramServicesAmt |
| Management And General | $901,430 | ManagementAndGeneralAmt |
| Fundraising | $1,960,073 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | Yes (X) | JointCostsInd |
Total Joint Costs TotalJointCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $201,656 | TotalAmt |
| Program Services | $40,331 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $161,325 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,957,910 | BOYAmt |
| EOY | $2,315,005 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,398,665 | BOYAmt |
| EOY | $4,714,220 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $631,800 | BOYAmt |
| EOY | $741,831 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,358 | BOYAmt |
| EOY | $163,703 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,936,407 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $258,787 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,680,987 | BOYAmt |
| EOY | $1,677,620 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,169,685 | BOYAmt |
| EOY | $50,164,508 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $93,408 | BOYAmt |
| EOY | $93,408 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,990,813 | BOYAmt |
| EOY | $59,870,295 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $287,806 | BOYAmt |
| EOY | $227,825 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,943,397 | BOYAmt |
| EOY | $12,588,188 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,115 | BOYAmt |
| EOY | $12,675 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,257,318 | BOYAmt |
| EOY | $12,828,688 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,215,005 | BOYAmt |
| EOY | $47,021,607 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,518,490 | BOYAmt |
| EOY | $20,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,733,495 | BOYAmt |
| EOY | $47,041,607 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,990,813 | BOYAmt |
| EOY | $59,870,295 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$477,539 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $5,785,651 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
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 | $9,087,239 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,357,332 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,496,235 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,871,788 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,223,868 | CurrentTaxYearAmt |
| Total | $42,036,462 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,087,239 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,357,332 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,496,235 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,871,788 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,223,868 | CurrentTaxYearAmt |
| Total | $42,036,462 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $20,445,034 | SubstantialContributorsTotAmt |
| Public Support Total170 | $21,591,428 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $398,450 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,694,497 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,629,738 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,474,151 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,942,593 | CurrentTaxYearAmt |
| Total | $7,139,429 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $445 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $386 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $359 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $389 | CurrentTaxYearAmt |
| Total | $1,579 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $49,177,470 | TotalSupportAmt |
| Public Support CY170 | 0.43910 | PublicSupportCY170Pct |
| Public Support PY170 | 0.46010 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $111,717 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $111,717 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $11,974,034 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $12,085,751 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $754,288 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $188,572 | 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 | $681,215 | CurrentYearMinus3Amt |
| Current Year Minus2 | $724,787 | CurrentYearMinus2Amt |
| Current Year Minus1 | $796,602 | CurrentYearMinus1Amt |
| Current Year | $754,288 | CurrentYearAmt |
| Total | $2,956,892 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $4,435,338 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $150,604 | CurrentYearMinus3Amt |
| Current Year Minus2 | $106,989 | CurrentYearMinus2Amt |
| Current Year Minus1 | $112,653 | CurrentYearMinus1Amt |
| Current Year | $111,717 | CurrentYearAmt |
| Total | $481,963 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $170,304 | CurrentYearMinus3Amt |
| Current Year Minus2 | $181,197 | CurrentYearMinus2Amt |
| Current Year Minus1 | $199,151 | CurrentYearMinus1Amt |
| Current Year | $188,572 | CurrentYearAmt |
| Total | $739,224 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,108,836 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $31,218,383 | BeginningYearBalanceAmt |
| Contributions | $10,000,000 | ContributionsAmt |
| Investment Earnings Or Losses | $8,816,260 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,081,606 | OtherExpendituresAmt |
| End Year Balance | $46,953,037 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,416,644 | BeginningYearBalanceAmt |
| Contributions | $10,000,000 | ContributionsAmt |
| Investment Earnings Or Losses | $4,761,791 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,960,052 | OtherExpendituresAmt |
| End Year Balance | $31,218,383 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,416,644 | BeginningYearBalanceAmt |
| Contributions | $10,000,000 | ContributionsAmt |
| Investment Earnings Or Losses | $1,899,035 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$1,899,035 | OtherExpendituresAmt |
| End Year Balance | $18,416,644 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributions | $10,000,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$278,316 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$1,305,040 | OtherExpendituresAmt |
| End Year Balance | $8,416,644 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $1,600,000 | InvestmentCostOrOtherBasisAmt |
| Book Value | $1,600,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $0 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $42,129 | OtherCostOrOtherBasisAmt |
| Depreciation | $20,574 | DepreciationAmt |
| Book Value | $21,555 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $294,278 | OtherCostOrOtherBasisAmt |
| Depreciation | $238,213 | DepreciationAmt |
| Book Value | $56,065 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,677,620 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSIT PAYABLE | Desc |
| Amt | $12,675 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $12,675 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $17,273,739 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $5,785,651 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $5,785,651 | RevenueNotReportedAmt |
| Revenue Subtotal | $11,488,088 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $50,859 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $69,265 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $120,124 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $11,608,212 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $11,965,627 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $11,965,627 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $50,859 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $69,265 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $120,124 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $12,085,751 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | BOARD DESIGNATED (QUASI) ENDOWMENT FUND INCOME TO BE USED FOR RESEARCH PROGRAM GRANTS. PRINCIPAL TO REMAIN INTACT UNLESS HIGH PRIORITY LUPUS RESEARCH PROJECTS NEED TO BE FUNDED THAT COULD NOT BE FUNDED OTHERWISE. |
| PART X, LINE 2: | MANAGEMENT EVALUATED ALL INCOME TAX POSITIONS, INCLUDING THE POSITION THAT THE ORGANIZATION IS EXEMPT FROM INCOME TAXES OR NOT SUBJECT TO INCOME TAXES ON UNRELATED BUSINESS INCOME, AND CONCLUDED THAT NO DISCLOSURES RELATING TO UNCERTAIN TAX POSITIONS WERE REQUIRED IN THE FINANCIAL STATEMENTS. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | RETURN OF GRANT |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | RETURN OF GRANT |
| PART XI, LINE 4B AND PART XII, LINE 4B | UNUSED PORTIONS OF GRANTS RETURNED TO ALR THAT WERE PAID IN PREVIOUS YEARS IN THE AMOUNT OF $40,970 AND ADJUSTMENTS TO OUTSTANDING GRANTS IN THE AMOUNT OF 28,295. THESE AMOUNTS ARE RECONCILING ITEMS BETWEEN THE REVENUE AND EXPENSES FROM THE AUDITED FINANCIAL STATEMENTS AND THOSE REPORTED ON FORM 990. |
| SCHEDULE D PART VI, LINE 1A - LAND HELD FOR RESALE | IN DECEMBER 2006, THE ORGANIZATION RECEIVED A DONATION OF LAND AND BUILDING CURRENTLY VALUED AT $1,600,000 WHICH IS BEING HELD FOR RESALE. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EUROPE | 0 | 0 | GRANT AWARDED TO INSTITUTION IN THE REGION | GRANT AWARDED | $554,751 |
| NORTH AMERICA | 0 | 0 | GRANT AWARDED TO INSTITUTION IN THE REGION | GRANT AWARDED | $7,479 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $562,230 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $562,230 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (2 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|
| EUROPE | LUPUS RESEARCH | $554,751 | CHECK | FMV |
| NORTH AMERICA | LUPUS RESEARCH | $7,479 | CHECK | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | BEFORE A GRANT IS AWARDED THE INSTITUTION MUST AGREE TO THE ALR'S CONDITIONS OF APPOINTMENT THAT INCLUDE: CONFIRMATION BY THE PRINCIPAL INVESTIGATOR (PI) AND THE INSTITUTION THAT FUNDS WILL ONLY BE USED AS DESCRIBED IN THE APPLICATION SUBMITTED AND APPROVED FOR FUNDING. AGREE TO GET APPROVAL FROM THE ALR IF THERE NEEDS TO BE A SIGNIFICANT CHANGE TO THE BUDGET AS SUBMITTED. AGREE TO GET APPROVAL FROM THE ALR IF ADDITIONAL TIME IS NEEDED TO COMPLETE THE PROJECT WORK AGREE TO SUBMIT ALL DELIVERABLES AND REPORTS AS SCHEDULED: (1) TIL RESEARCH 2 OR 3 YEAR GRANTS: (A) 8 OR 12 QUARTERLY PAYMENTS OVER THE COURSE OF THE GRANT PERIOD (B) ANNUAL PROGRESS REPORTS (C) ANNUAL BUDGET RECONCILIATION IS REQUIRED THE PI MUST SUBMIT THE FOLLOWING: A SIGNED LETTER OF ACCEPTANCE CONFIRMING THE FOLLOWING: A. PI'S WILLINGNESS TO ADHERE TO THE TERMS OF THE BUDGET AS OUTLINED ABOVE. B. PI'S WILLINGNESS TO COMPLY WITH ALL OF THE CONDITIONS OUTLINED IN THE ALR'S CONDITIONS OF APPOINTMENT AND PATENT AND INTELLECTUAL PROPERTY POLICY. C. THERE IS NO OVERLAPPING SOURCE OF SUPPORT FOR THE SPECIFIC PROJECT THAT IS THE SUBJECT OF THIS GRANT. OTHER FUNDING THAT MIGHT BE CONSTRUED AS OVERLAPPING, MUST BE EXPLAINED IN DETAIL. D. THE FOLLOWING STATEMENT SHOULD APPEAR AT THE CONCLUSION OF THE LETTER OF ACCEPTANCE, "I AGREE TO ACCEPT RESPONSIBILITY FOR THE SCIENTIFIC AND TECHNICAL CONDUCT OF THE RESEARCH PROJECT AND FOR THE PROVISION OF ALL PROGRESS REPORTS REQUIRED FROM INVESTIGATORS FUNDED BY A TARGET IDENTIFICATION IN LUPUS GRANT FROM THE ALLIANCE FOR LUPUS RESEARCH." - IF AN EXTENSION IS AWARDED ADDITIONAL INTERIM PROGRESS REPORTS AND BUDGET RECONCILIATIONS ARE REQUIRED TO BE SUBMITTED. - AT THE END OF THE GRANT A FINAL PROGRESS REPORT AND BUDGET RECONCILIATION IS REQUIRED TO BE SUBMITTED, UNSPENT AMOUNTS ARE TO BE RETURNED TO THE ALR. ALL INSTITUTIONS RECEIVE A PAYMENT AND DELIVERABLE SCHEDULE AND THE PROJECT IS MONITORED BY: - PERIODIC PROGRESS REPORTS - PERIODIC BUDGET RECONCILIATIONS - ALL PUBLICATIONS RELATED TO THE GRANT ARE TO BE SUBMITTED TO THE ALR | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DS CONSULTING GROUP | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 W 57TH STREET STE 419 | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10019 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | SPECIAL EVENT CONSULTANT | ActivityTxt |
| Fundraiser Control Of Funds | Yes (1) | FundraiserControlOfFundsInd |
| Gross Receipts | $566,600 | GrossReceiptsAmt |
| Retained By Contractor | $49,000 | RetainedByContractorAmt |
| Net To Organization | $566,600 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $566,600 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $49,000 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $566,600 | 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 | 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 | GALA CELEBRATION | NameOfEvent1Amt |
| Gross Receipts Event1 | $901,725 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $686,538 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $215,187 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $215,187 | OtherDirectExpensesEvent1Amt |
| Name Of Event2 | WALK-A-THONS | NameOfEvent2Amt |
| Gross Receipts Event2 | $2,789,931 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $2,761,115 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $28,816 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $28,816 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $3,691,656 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $3,447,653 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $244,003 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $244,003 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $244,003 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $0 | NetIncomeSummaryAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE G, PART I, LINE 2B, COLUMN (V) | FormAndLineReferenceDesc |
| Explanation | DS CONSULTING PLANNED AND MANAGED ALR'S GALA EVENT. CONTRACT AMOUNT FOR THE PERIOD COVERING 1/1/13 - 12/31/13 WAS $49,000 PLUS REIMBURSABLE EXPENSES. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (26 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Purpose Of GrantPurposeOfGrantTxt | IRC SectionIRCSectionDesc | Address Line2USAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|---|
| AMPEL LLC | |||||||||
| 1545 LONDON ROAD | CHARLOTTESVILLE | VA | 22901 | 463230076 | $28,175 | BOOK | LUPUS RESEARCH | ||
| DUKE UNIVERSITY MEDICAL CENTER | |||||||||
| 508 FULTON STREET | DURHAM | NC | 27705 | 560532129 | $564,122 | BOOK | LUPUS RESEARCH | 501(C)(3) | |
| JOAN & SANFORD I WEILL MEDICAL COLLEGE OF CORNELL UNIVERSITY | |||||||||
| 525 LEXINGTON AVENUE 9TH FLOOR | NEW YORK | NY | 10025 | 131623978 | $12,850 | BOOK | LUPUS RESEARCH | 501(C)(3) | |
| PARTNERS HEALTHCARE | |||||||||
| 101 HUNTINGTON AVENUE | BOSTON | MA | 02199 | 432300350 | $246,132 | BOOK | LUPUS RESEARCH | 501(C)(3) | |
| TEMPLE UNIVERSITY | |||||||||
| 3322 NORTH BROAD STREET MOB 205 | PHILADELPHIA | PA | 191405104 | 231365971 | $553,789 | BOOK | LUPUS RESEARCH | 501(C)(3) | |
| CHILDREN'S HOSPTIAL OF PHILADELPHIA | |||||||||
| 3615 CIVIC CENTER BOULEVARD | PHILADELPHIA | PA | 19104 | 231352166 | $358,458 | BOOK | LUPUS RESEARCH | 501(C)(3) | |
| THE FEINSTEIN INSTITUTE FOR MEDICAL RESEARCH | |||||||||
| 350 COMMUNITY DRIVE | MANHASSET | NY | 11030 | 112673595 | $13,649 | BOOK | LUPUS RESEARCH | 501(C)(3) | |
| THE HOSPITAL FOR SPECIAL SURGERY | |||||||||
| 535 EAST 70TH STREET | NEW YORK | NY | 10021 | 131624135 | $1,046,377 | BOOK | LUPUS RESEARCH | 501(C)(3) | |
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN DIEGO | |||||||||
| 374 PARNASSUS AVENUE 1ST FLOOR | SAN FRANCISCO | CA | 94143 | 956006144 | $13,543 | BOOK | LUPUS RESEARCH | 501(C)(3) | |
| THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL | |||||||||
| LOCK BOX 402420 6000FELDWOOD ROAD | COLLEGE PARK | GA | 30349 | 566001393 | $9,991 | BOOK | LUPUS RESEARCH | 501(C)(3) | |
| UNIVERSITY OF COLORADO DENVER AMC AND DC | |||||||||
| BUILDING 500 13001 EAST 17TH PLACE | AURORA | CO | 80045 | 846000555 | $13,383 | BOOK | LUPUS RESEARCH | 501(C)(3) | W1126 |
| UNIVERSITY OF FLORIDA | |||||||||
| 207 TIGERT HALL | GAINESVILLE | FL | 32611 | 596002052 | $936,975 | BOOK | LUPUS RESEARCH | FL STATE GOVERNMENT | |
| UNIVERSITY OF HOUSTON | |||||||||
| 5000 GULF FREEWAY | HOUSTON | TX | 77204 | 746001399 | $192,289 | BOOK | LUPUS RESEARCH | TX STATE GOVERNMENT | |
| UNIVERSITY OF MINNESOTA - TWIN CITIES | |||||||||
| 200 OAK STREET SE | MINNEAPOLIS | MN | 55455 | 416007513 | $548,937 | BOOK | LUPUS RESEARCH | MN STATE GOVERNMENT | |
| UNIVERSITY OF PITTSBURGH | |||||||||
| 116 ATWOOD STREET SUITE 201 | PITTSBURGH | PA | 15260 | 250965591 | $66,667 | BOOK | LUPUS RESEARCH | 501(C)(3) | |
| UNIVERSITY OF VIRGINIA | |||||||||
| 914 EMMET ST BOX 400127 | CHARLOTTESVILLE | VA | 22903 | 546001796 | $554,039 | BOOK | LUPUS RESEARCH | 501(C)(3) | |
| USCUNIVERSITY OF SOUTHERN CALIFORNIA | |||||||||
| 2011 ZONAL AVE | LOS ANGELES | CA | 90089 | 951642394 | $560,820 | BOOK | LUPUS RESEARCH | 501(C)(3) | |
| UT SOUTHWESTERN MEDICAL CENTER | |||||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | 746000203 | $569,914 | BOOK | LUPUS RESEARCH | TX STATE GOVERNMENT | |
| UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER | |||||||||
| 7703 FLOYD CURL DRIVE | SAN ANTONIO | TX | 78229 | 746000203 | $549,615 | BOOK | LUPUS RESEARCH | TX STATE GOVERNMENT | |
| WAKE FOREST UNIVERSITY HEALTH SCIENCES | |||||||||
| 1920 WEST 1ST STREET | WINSTON SALEM | NC | 27104 | 223849199 | $13,250 | BOOK | LUPUS RESEARCH | 501(C)(3) | |
| ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI | |||||||||
| ONE GUST AVE L LEVY PLACE | NEW YORK | NY | 100296500 | 136171197 | $250,000 | BOOK | LUPUS RESEARCH | 501(C)(3) | |
| BAYLOR RESEARCH INSTITUTE | |||||||||
| 3434 LIVE OAK | DALLAS | TX | 75204 | 751921898 | $7,231 | BOOK | LUPUS RESEARCH | 501(C)(3) | |
| BRIGHAM AND WOMEN'S HOSPITAL INC | |||||||||
| 4 BLACK FAN CIRCLE | BOSTON | MA | 02115 | 042312909 | $14,993 | BOOK | LUPUS RESEARCH | 501(C)(3) | |
| STANFORD UNIVERSITY | |||||||||
| 269 CAMPUS DRIVE CCSR BUILDING ROOM | STANFORD | CA | 94305 | 941156365 | $7,513 | BOOK | LUPUS RESEARCH | 501(C)(3) | 2215A |
| UNIVERSITY OF PENNSYLVANIA | |||||||||
| 421 CURIE BOULEVARD | PHILADELPHIA | PA | 19104 | 231352685 | $7,490 | BOOK | LUPUS RESEARCH | 501(C)(3) | |
| VIRGINA POLYTECHNIC INSTITUTE AND STATE UNIVERSITY | |||||||||
| 914 EMMET ST BOX 400127 | CHARLOTTESVILLE | VA | 22903 | 546001796 | $7,918 | BOOK | LUPUS RESEARCH | 501(C)(3) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 20 | Total501c3OrgCnt |
| Total Other Org | 6 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | BEFORE A GRANT IS AWARDED THE INSTITUTION MUST AGREE TO THE ALR'S CONDITIONS OF APPOINTMENT THAT INCLUDE: CONFIRMATION BY THE PRINCIPAL INVESTIGATOR (PI) AND THE INSTITUTION THAT FUNDS WILL ONLY BE USED AS DESCRIBED IN THE APPLICATION SUBMITTED AND APPROVED FOR FUNDING. AGREE TO GET APPROVAL FROM THE ALR IF THERE NEEDS TO BE A SIGNIFICANT CHANGE TO THE BUDGET AS SUBMITTED. AGREE TO GET APPROVAL FROM THE ALR IF ADDITIONAL TIME IS NEEDED TO COMPLETE THE PROJECT WORK AGREE TO SUBMIT ALL DELIVERABLES AND REPORTS AS SCHEDULED: (1) TIL RESEARCH 2 OR 3 YEAR GRANTS: (A) 8 OR 12 QUARTERLY PAYMENTS OVER THE COURSE OF THE GRANT PERIOD (B) ANNUAL PROGRESS REPORTS (C) ANNUAL BUDGET RECONCILIATION IS REQUIRED THE PI MUST SUBMIT THE FOLLOWING: A SIGNED LETTER OF ACCEPTANCE CONFIRMING THE FOLLOWING: A. PI'S WILLINGNESS TO ADHERE TO THE TERMS OF THE BUDGET AS OUTLINED ABOVE. B. PI'S WILLINGNESS TO COMPLY WITH ALL OF THE CONDITIONS OUTLINED IN THE ALR'S CONDITIONS OF APPOINTMENT AND PATENT AND INTELLECTUAL PROPERTY POLICY. C. THERE IS NO OVERLAPPING SOURCE OF SUPPORT FOR THE SPECIFIC PROJECT THAT IS THE SUBJECT OF THIS GRANT. OTHER FUNDING THAT MIGHT BE CONSTRUED AS OVERLAPPING, MUST BE EXPLAINED IN DETAIL. D. THE FOLLOWING STATEMENT SHOULD APPEAR AT THE CONCLUSION OF THE LETTER OF ACCEPTANCE, "I AGREE TO ACCEPT RESPONSIBILITY FOR THE SCIENTIFIC AND TECHNICAL CONDUCT OF THE RESEARCH PROJECT AND FOR THE PROVISION OF ALL PROGRESS REPORTS REQUIRED FROM INVESTIGATORS FUNDED BY A TARGET IDENTIFICATION IN LUPUS GRANT FROM THE ALLIANCE FOR LUPUS RESEARCH." - IF AN EXTENSION IS AWARDED ADDITIONAL INTERIM PROGRESS REPORTS AND BUDGET RECONCILIATIONS ARE REQUIRED TO BE SUBMITTED. - AT THE END OF THE GRANT A FINAL PROGRESS REPORT AND BUDGET RECONCILIATION IS REQUIRED TO BE SUBMITTED, UNSPENT AMOUNTS ARE TO BE RETURNED TO THE ALR. ALL INSTITUTIONS RECEIVE A PAYMENT AND DELIVERABLE SCHEDULE AND THE PROJECT IS MONITORED BY: - PERIODIC PROGRESS REPORTS - PERIODIC BUDGET RECONCILIATIONS - ALL PUBLICATIONS RELATED TO THE GRANT ARE TO BE SUBMITTED TO THE ALR | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | 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 | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KENNETH M FARBER | ||||||||||||||
| PRESIDENT | $273,900 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $273,900 | $0 | $0 | $0 |
| DEBRA ROSE | ||||||||||||||
| CHIEF OPERATING OFFICER | $121,241 | $0 | $0 | $0 | $0 | $0 | $11,988 | $0 | $23,573 | $0 | $156,802 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $40,158 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVG STOCK VALUE | 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 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | 1. NEIL J. BURMEISTER, IRA AKSELRAD (SECRETARY OF THE BOARD) AND ROBERT WOOD JOHNSON, IV'S, (CHAIRMAN OF THE BOARD), HAVE A BUSINESS RELATIONSHIP. 2. ROBERT WOOD JOHNSON IV (CHAIR) AND ROBERT PITTMAN (DIRECTOR) HAVE A BUSINESS RELATIONSHIP. |
| FORM 990, PART VI, SECTION B, LINE 11 | AFTER PREPARATION OF FORM 990 BY ALR'S AUDITOR, LUTZ AND CARR, THE 990 IS REVIEWED BY THE ALR'S SENIOR OFFICERS, THE CHIEF OPERATING OFFICER AND THE PRESIDENT. THE FINANCE AND AUDIT COMMITTEE OF THE BOARD THEN MEETS TO REVIEW THE 990 BEFORE FILING AND APPROVES FOR FILING WITH ANY NOTED CHANGES. A DRAFT OF THE 990 IS THEN SENT OUT TO THE FULL BOARD FOR COMMENT PRIOR TO FILING WITH THE IRS. THE FINAL FORM 990 IS PRESENTED TO THE FULL BOARD AT THE SEPTEMBER MEETING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE GOVERNANCE COMMITTEE OF THE BOARD IS RESPONSIBLE FOR MONITORING CONFLICTS OF INTEREST. AN ANNUAL CONFLICT OF INTEREST DISCLOSURE FORM IS REQUIRED TO BE FILLED OUT EACH YEAR BY BOARD MEMBERS, OFFICERS AND KEY EMPLOYEES. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS ASSISTED THE BOARD IN FULFILLING ITS OVERSIGHT RESPONSIBILITIES RELATING TO THE COMPENSATION AND BENEFITS OF THE PRESIDENT AND OTHER EXECUTIVE OFFICERS; AND PROVIDED RECOMMENDATIONS REGARDING MANAGEMENT SUCCESSORS. ANNUALLY THE COMMITTEE REVIEWS AND RECOMMENDS TO THE BOARD THE SALARY FOR THE PRESIDENT AND OTHER OFFICERS/KEY EMPLOYEES. IN 2013, THE COMMITTEE REVIEWED AND APPROVED BASE SALARIES AND ANNUAL MERIT ADJUSTMENTS FOR ALL STAFF WITH SPECIAL ATTENTION TO THE CHIEF OPERATING OFFICER AND PRESIDENT. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AND ON GUIDESTAR.ORG |
| FORM 990, PART V, QUESTION 2A | THE ALR CONTRACTS WITH AMBROSE EMPLOYER GROUP, LLC, A PROFESSIONAL EMPLOYER ORGANIZATION (PEO), TO PROVIDE PAYROLL AND BENEFITS AS A CO-EMPLOYER WITH THE ALR. ALR PAYROLL AND BENEFITS ARE ADMINISTERED BY AMBROSE GROUP AS APPROVED BY ALR OFFICERS. ALR PAYROLL IS THEREFORE UNDER THE AMBROSE GROUP EIN: 13-3867443 AND W-2'S ARE PREPARED UNDER THAT EIN BY AMBROSE. |