LUPUS FOUNDATION OF AMERICA INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- LUPUS FOUNDATION OF AMERICA INC (EIN 43-1131436)
- Tax period
- 2012-10-01 to 2013-09-30
- Filed
- 2014-02-12
- IRS object ID
- 201430439349300443
- Schema version
- 2012v2.1
- 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
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-02-12T11:16:54-06:00 | Timestamp |
| Tax Period End Date | 2013-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521511275 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Raffa PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1899 L Street NW Suite 900 | AddressLine1 |
| City | Washington | City |
| State | DC | State |
| ZIP Code | 20036 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 431131436 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lupus Foundation of America Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LUPU | NameControl |
| Phone | 2023491155 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 L Street NW No 410 | AddressLine1 |
| City | Washington | City |
| State | DC | State |
| ZIP Code | 20036 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Sandra C Raymond | Name |
| Title | President and CEO | Title |
| Phone | 2023491155 | Phone |
| Date Signed | 2014-02-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Frank H Smith | Name |
| PTIN | P00639053 | PTIN |
| Phone | 2028225000 | Phone |
| Date Prepared | 2014-02-11 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Sandra C Raymond | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 L Street NW No 410 | AddressLine1 |
| City | Washington | City |
| State | DC | State |
| ZIP Code | 20036 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 11244456 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.lupus.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1977 | YearFormation |
| State Legal Domicile | DC | StateLegalDomicile |
| Activity Or Mission Description | Improve the quality of life for people with lupus through research, education, and advocacy. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 22 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 22 | NbrIndependentVotingMembers |
| Total Nbr Employees | 47 | TotalNbrEmployees |
| Total Nbr Volunteers | 274 | TotalNbrVolunteers |
| Total Gross UBI | 35930 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -2000 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 12916423 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 9657896 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 1478866 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 1301854 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -73422 | InvestmentIncomePriorYear |
| Investment Income Current Year | 39201 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 187603 | OtherRevenuePriorYear |
| Other Revenue Current Year | 67292 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 14509470 | TotalRevenuePriorYear |
| Total Revenue Current Year | 11066243 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 741817 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 929717 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 3823115 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 3976631 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 57350 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 60450 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 2298326 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 7122905 | OtherExpensePriorYear |
| Other Expenses Current Year | 8253690 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 11745187 | TotalExpensesPriorYear |
| Total Expenses Current Year | 13220488 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2764283 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -2154245 | RevenuesLessExpensesCY |
| Total Assets BOY | 9968535 | TotalAssetsBOY |
| Total Assets EOY | 7078484 | TotalAssetsEOY |
| Total Liabilities BOY | 3584737 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2867434 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 6383798 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 4211050 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | The Lupus Foundation of America, Inc. (the Foundation) is dedicated to improving the quality of life for all people affected by lupus through programs of research, education, and advocacy. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 5288126 | Expense |
| Revenue | 364467 | Revenue |
| Description | Public information and education: This program aims to increase public awareness and understanding of lupus and its health consequences. In 2013, the Lupus Foundation of America implemented several bold and exciting initiatives including a new brand identity and voice for the organization, the Help Us Solve the Cruel Mystery National Tour, and re-designing the Foundation's website. The Help Us Solve the Cruel Mystery National Tour is a multi-city education tour, featuring a 45-foot bus with interactive exhibits that show people how lupus impacts the lives of individuals and families. In conjunction with the bus tour, patient and continuing medical education (CME) events were conducted simultaneously. To-date the tour has generated nearly a half million bus impressions, 85 million media impressions, and 30,000 individuals have signed the petition that asks Congress to support lupus research.This year, we debuted a powerful redesigned website with a new Q&A format and information grouped to meet specific audience needs. Our web visits exceeded five million visits and we surpassed 100,000 likes on Facebook, becoming the largest social media community. Through Facebook alone, we secured more than 30-million impressions for lupus related content.In addition to these important strategic initiatives, we continued to engage celebrities to support the cause, enhance ongoing communications programs and the Foundation's signature events, and core public awareness initiatives, such as Lupus Awareness Month. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1896082 | Expense |
| Grants | 89717 | Grants |
| Revenue | 604070 | Revenue |
| Description | Network support and services: The Foundation provides resources and technical assistance to its network of chapter affiliates, field offices, support groups, and other interested partners to serve the needs of lupus communities around the nation. During 2013, the Foundation provided on-going organizational development support and training to Chapter CEOs and board members, which included individualized capacity building services, leadership of national advocacy activities as well as training for state advocacy initiatives, leadership development through a national conference and CEO Roundtable, and specialized trainings for support group facilitators. The Foundation also provided tools and materials to aid the Foundation's network of 22 chapters and more than 230 support groups, which served more than 540,000 people in 40 states. The Foundation continued to provide on-site and remote interim executive leadership support for chapters that experienced a CEO transition, as well as leadership in the search process. The Lupus Foundation of America's event Walk to End Lupus Now(formerly known as Walk for Lupus Now) brought together nearly 70,000 individuals during 2013 in 60 cities across the nation to learn how to better live with lupus, and raise awareness of the disease and funds for the cause in their local communities. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1209371 | Expense |
| Grants | 810000 | Grants |
| Description | Research: The Foundation's National Research Program continues to attack the problems that have plagued the acceleration of lupus research and understanding of the disease for decades. The Foundation aggressively pursues strategies to greatly increase federal, state, and industry support for a robust medical research effort on lupus, facilitates strategic collaborations to address issues that are critical to progress, and provides greatly needed direct financial support to researchers through its privately-supported peer reviewed research grant programs to support scientists who are seeking a cure for lupus.Since 2009 the Foundation has been implementing specific initiatives to tackle barriers to new, safe, effective and tolerable treatments for lupus. In that effort, the Foundation has created an online portal that trains health professionals on instruments used in clinical studies. In 2013, the National Institutes of Health joined more than 3,500 clinical trial doctors from 53 countries in using the portal, demonstrating its value to improve outcomes in clinical trials. The Foundation also initiated a project to pool clinical trial data (de-identified) where participating companies have grown each year. Findings were presented at major scientific meetings of medical organizations and federal agencies. Another initiative, the Lupus Foundation of America Center for Clinical Trials Education (LFA-CCTE) which serves as a central resource for individuals and their loved ones who are interested in learning more about participating in clinical trials, was visited by more than 15,000 people. With the help of the nation's largest network of lupus activists, we successfully advocated Congress to provide more resources for lupus as follows:- Secured an additional $3.6 million, for a total of $26.6 million, to support the National Lupus Patient Registry conducted through the Centers for Disease Control and Prevention (CDC), becoming the largest-ever lupus research study. - Advocated successfully for the continued support of lupus research through the Department of Defense (DoD) Peer Reviewed Medical Research Program, which in 2013 awarded $1.6 million to two biotechnology companies - to help develop new treatments for lupus. To date, the DoD has provided $14 million for lupus research, including funds for a study that developed the first diagnostic test that helps physicians determine a diagnosis of lupus.- Secured an additional $1 million, for a total of $5.5 million, for The Lupus Initiative, which launched in 2013, to train more doctors on recognizing the signs and symptoms of lupus and for earlier diagnosis.In 2013, the Lupus Foundation of America provided new funding to award research grants that address issues of critical importance for people with lupus, including expanding our understanding of pediatric lupus, neuropsychiatric lupus, lupus nephritis, and stem cell research issues. The Foundation also awarded summer fellowships to students, launched and awarded the first Lupus Insight Prize, in partnership with two other lupus organizations, and created its Career Development Award. | Description |
Activity Other ActivityOther (2 entries)
| ExpenseExpense | GrantsGrants | RevenueRevenue | DescriptionDescription |
|---|---|---|---|
| 1080150 | 17500 | 287367 | Professional relations and education: The Foundation's professional education programs are designed to translate the latest research findings into public health recommendations for physicians, other healthcare professionals, and their respective organizations. In 2013, the Foundation launched a new national continuing medical education (CME) program which was available nationally to the community of providers who treat and care for people with lupus. This live program traveled to ten cities in the U.S. between December 2012 and September 2013 reaching a multidisciplinary group of health care professionals in each location. The program focused on the latest research on lupus treatments and issues related to lupus and cardiovascular disease, cancer, and bones.Since launched in 2011, the Foundation's continuing education program specifically for the non-MD health care professional community with more than 3900 nurses and over 580 pharmacy/pharmacy technicians have completed the two-credit course. The Foundation also helps to educate health professionals by participating in annual scientific meetings, collaborating with the Department of Health and Human Services Office on Women's Health, the Office of Minority Health, and several institutes and offices at National Institutes of Health (NIH). The LFA works with its Medical/Scientific Advisory Council to address issues of importance to the medical community that provides care to people with lupus. The Foundation also reached the medical community through the Health Care Professionals Section of the award winning Lupus Now magazine. This year the magazine was distributed worldwide to more than 150,000 medical professionals from varying specialties, as well as patients and other interested consumers. |
| 858158 | 12500 | 45950 | Patient education and support: The Foundation provides education, support and other assistance to individuals with lupus, their families and caregivers. In 2013 alone, we responded to more than 60,000 inquiries from people seeking lupus information and local resources through our national health educator line and our national network of local chapters. This year, we established the Lupus Foundation of America Caregiver Task Force to help set priorities and provide feedback on programs, resources and services that assist caregivers as they help their loved ones better manage their own health. The Foundation also debuted new printed educational materials and web content, produced audio podcasts, sponsored teleconferences and symposia on living with lupus, and circulated Lupus Now, the only national magazine focused exclusively on lupus, to over 150,000 medical professionals, individuals with lupus and members of the public.For the fourth year, the Foundation conducted its national teleconference series and its "15 Questions" programs, which feature lupus thought-leaders answering questions on a specific topic submitted by individuals with lupus from around the country. This year teleconferences were conducted in English and Spanish. The two programs generated more than 2,500 participants and submitted inquiries, and more than 30,000 visits to the programs' archive pages on the LFA website. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 1938308 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 30000 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 333317 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 10331887 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 49 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 47 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form1098 C Filed | 1 | Form1098CFiled |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 22 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 22 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 1 | LocalChapters |
| Policies Reference Chapters | 1 | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | AL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | GA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | HI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ME | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NM | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ND | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | RI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | SC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | TN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | UT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WV | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Seung-Ae Chung | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2023491155 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 L Street NW 410 | AddressLine1 |
| City | Washington | City |
| State | DC | State |
| ZIP Code | 20036 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (33 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| Peter M Schwab | ||||||||
| Chair | 5.00 | X | X | 0 | 0 | 0 | ||
| Carol Ann Petren | ||||||||
| Vice Chair | 5.00 | X | X | 0 | 0 | 0 | ||
| Keith Brunini | ||||||||
| First Vice Chair | 5.00 | X | X | 0 | 0 | 0 | ||
| Conrad Gehrmann | ||||||||
| Treasurer | 5.00 | X | X | 0 | 0 | 0 | ||
| Janine Allen | ||||||||
| Secretary | 5.00 | X | X | 0 | 0 | 0 | ||
| Cindy Coney | ||||||||
| Immediate Past Chair - until 6/2013 | 5.00 | X | X | 0 | 0 | 0 | ||
| Joseph Arnold Esquire | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Judy Barlin | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| J Reeve Bright | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Karen B Evans | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Toni Freeman | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Gary Gilkeson MD | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Brian Kaplan | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Merrillyn J Kosier | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Marguerete A Luter | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Susan Manzi MD MPH | ||||||||
| Director | 1.00 | X | 3000 | 0 | 0 | |||
| Steve Rabinowitz | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Katherine A Ruffatto | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Kathleen Ruiz | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Christine Smith | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Marjorie S Susman | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Fran Tsimoyianis | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Randall Winston | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Seung-Ae Chung | ||||||||
| Chief Financial Officer | 40.00 | X | 161745 | 0 | 19960 | |||
| Sandra C Raymond | ||||||||
| President and CEO | 40.00 | X | 249371 | 0 | 26465 | |||
| Mary C Schwarz | ||||||||
| COO - until 5/2013 | 40.00 | X | 163374 | 0 | 4509 | |||
| Mary T Crimmings | ||||||||
| VP, Marketing & Communication | 40.00 | 173454 | 0 | 12941 | X | |||
| Leslie Hanrahan | ||||||||
| VP, Education & Research | 40.00 | 158507 | 0 | 16797 | X | |||
| Laura L Leale | ||||||||
| VP, Development - until 10/2012 | 40.00 | 153884 | 0 | 11669 | X | |||
| Duane Peters | ||||||||
| Sr. Dir. Marketing & Communication | 40.00 | 134201 | 0 | 17135 | X | |||
| Patricia M Hart | ||||||||
| Dir. Indv. Giving - until 9/2013 | 40.00 | 113573 | 0 | 9729 | X | |||
| Kimberly A Cantor | ||||||||
| Sr. Dir. Pub. Pol. & Gov't Relations | 40.00 | 119550 | 0 | 5496 | X | |||
| Kristine M Hoagland | ||||||||
| Sr. Dir. Network Development | 40.00 | 106206 | 0 | 9828 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1536865 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 134529 | TotalOtherCompensation |
| Number Individuals GT100 K | 10 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| GLS | |||||
| PO Box 86 | Minneapolis | MN | 55486 | Postage and mailhouse services | 2689080 |
| The Kerry Group | |||||
| 1078 Headquarters Park Drive | Fenton | OH | 63026 | Education tour management | 312586 |
| Production Solutions | |||||
| 1953 Gallows Road | Vienna | VA | 22182 | Postage, lettershop & mailhouse services | 302771 |
| GMMB Inc | |||||
| 3050 K Street NW | Washington | DC | 20007 | Communications and media relations | 220859 |
| Crisalis LLC | |||||
| 800 Research Parkway Suite 338 | Oklahoma City | OK | 73104 | Web-based training site | 200815 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 10 | NumberOfContractorsGT100K |
| Federated Campaigns | 295787 | FederatedCampaigns |
| Fundraising Events | 517693 | FundraisingEvents |
| All Other Contributions | 8844416 | AllOtherContributions |
| Noncash Contributions | 3494701 | NoncashContributions |
| Total Contributions | 9657896 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| Training/consulting | 900099 | 561931 | 561931 | |
| Membership dues | 900099 | 561228 | 561228 | |
| Publications | 900099 | 172870 | 136940 | 35930 |
| Convention revenue | 900099 | 5825 | 5825 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 1301854 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 24304 | TotalRevenueColumn |
| Exclusion | $24,304 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 8847 | TotalRevenueColumn |
| Exclusion | $8,847 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 28501 | Securities |
| Other | 1219 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 13604 | Securities |
| Other | 1219 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 14897 | Securities |
| Other | 0 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 14897 | TotalRevenueColumn |
| Exclusion | $14,897 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 106250 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 517693 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 163390 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -57140 | TotalRevenueColumn |
| Exclusion | -$57,140 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| Miscellaneous | 900099 | 73274 | $73,274 |
| Sublease income | 900099 | 40177 | $40,177 |
| List rental income | 900099 | 2134 | $2,134 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 115585 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 11066243 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1265924 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 35930 | UnrelatedBusinessRevenue |
| Exclusion | $106,493 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 919717 | Total |
| Program Services | 919717 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10000 | Total |
| Program Services | 10000 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1255942 | Total |
| Program Services | 940825 | ProgramServices |
| Management And General | 217588 | ManagementAndGeneral |
| Fundraising | 97529 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2123012 | Total |
| Program Services | 1977299 | ProgramServices |
| Management And General | 71738 | ManagementAndGeneral |
| Fundraising | 73975 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 105442 | Total |
| Program Services | 105442 | ProgramServices |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 253555 | Total |
| Program Services | 225553 | ProgramServices |
| Management And General | 11024 | ManagementAndGeneral |
| Fundraising | 16978 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 238680 | Total |
| Program Services | 208076 | ProgramServices |
| Management And General | 17953 | ManagementAndGeneral |
| Fundraising | 12651 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 833554 | Total |
| Program Services | 795606 | ProgramServices |
| Fundraising | 37948 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 98592 | Total |
| Program Services | 82671 | ProgramServices |
| Management And General | 15771 | ManagementAndGeneral |
| Fundraising | 150 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30575 | Total |
| Management And General | 30575 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 60450 | Total |
| Fundraising | 60450 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1215059 | Total |
| Program Services | 1098715 | ProgramServices |
| Management And General | 25466 | ManagementAndGeneral |
| Fundraising | 90878 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 82726 | Total |
| Program Services | 64122 | ProgramServices |
| Fundraising | 18604 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 140958 | Total |
| Program Services | 133002 | ProgramServices |
| Management And General | 3039 | ManagementAndGeneral |
| Fundraising | 4917 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 59621 | Total |
| Program Services | 57356 | ProgramServices |
| Management And General | 1192 | ManagementAndGeneral |
| Fundraising | 1073 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 565065 | Total |
| Program Services | 544954 | ProgramServices |
| Management And General | 10585 | ManagementAndGeneral |
| Fundraising | 9526 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 368797 | Total |
| Program Services | 301945 | ProgramServices |
| Management And General | 3272 | ManagementAndGeneral |
| Fundraising | 63580 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 760723 | Total |
| Program Services | 559751 | ProgramServices |
| Management And General | 5706 | ManagementAndGeneral |
| Fundraising | 195266 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2964 | Total |
| Program Services | 2852 | ProgramServices |
| Management And General | 59 | ManagementAndGeneral |
| Fundraising | 53 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19363 | Total |
| Program Services | 19363 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 253122 | Total |
| Program Services | 246486 | ProgramServices |
| Management And General | 3493 | ManagementAndGeneral |
| Fundraising | 3143 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44861 | Total |
| Program Services | 34828 | ProgramServices |
| Management And General | 9382 | ManagementAndGeneral |
| Fundraising | 651 | Fundraising |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Postage and mailhouse | 3178817 | 1605037 | 17406 | 1556374 |
| Printing & publications | 451713 | 396161 | 1156 | 54396 |
| Miscellaneous | 147180 | 2126 | 144870 | 184 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13220488 | Total |
| Program Services | 10331887 | ProgramServices |
| Management And General | 590275 | ManagementAndGeneral |
| Fundraising | 2298326 | Fundraising |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | X | JointCosts |
Total Joint Costs TotalJointCosts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3882695 | Total |
| Program Services | 1835688 | ProgramServices |
| Management And General | 22558 | ManagementAndGeneral |
| Fundraising | 2024449 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 631364 | BOY |
| EOY | 216129 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2785446 | BOY |
| EOY | 2905199 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 777473 | BOY |
| EOY | 875758 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 330224 | BOY |
| EOY | 334865 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2401 | BOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 73823 | BOY |
| EOY | 38888 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1750159 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 514176 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1279151 | BOY |
| EOY | 1235983 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3847696 | BOY |
| EOY | 1251252 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32746 | BOY |
| EOY | 32746 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 208211 | BOY |
| EOY | 187664 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9968535 | BOY |
| EOY | 7078484 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1527395 | BOY |
| EOY | 1059016 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 916816 | BOY |
| EOY | 760149 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1140526 | BOY |
| EOY | 1048269 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3584737 | BOY |
| EOY | 2867434 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2786796 | BOY |
| EOY | 2800516 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3489702 | BOY |
| EOY | 1303234 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 107300 | BOY |
| EOY | 107300 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6383798 | BOY |
| EOY | 4211050 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9968535 | BOY |
| EOY | 7078484 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -2154245 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | -18503 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8829657 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 9365277 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9188501 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 12916423 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9657896 | CurrentTaxYear |
| Total | 49957754 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8829657 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 9365277 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9188501 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 12916423 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9657896 | CurrentTaxYear |
| Total | 49957754 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 3641210 | AmountsSubstContributorsTotal |
| Public Support Total170 | 46316544 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 118085 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 72437 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 68194 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 73816 | CurrentTaxYearMinus1Year |
| Current Tax Year | 75462 | CurrentTaxYear |
| Total | 407994 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 13513 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 42198 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 57897 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 137806 | CurrentTaxYearMinus1Year |
| Current Tax Year | 73274 | CurrentTaxYear |
| Total | 324688 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 50690436 | TotalSupport |
| Gross Receipts From Admissions Etc | 5979796 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.91370 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.90940 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| General Explanation | Schedule A, Part II, Line 10, Explanation of Other Income: Miscellaneous - 2008 Amount: $ 13,513. 2009 Amount: $ 42,198. 2010 Amount: $ 57,897. 2011 Amount: $ 137,806. 2012 Amount: $ 73,274. | GeneralExplanation |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 85793 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 85793 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 13047562 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 13133355 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 806668 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 201667 | FilingOrganizationsTotals |
Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 622558 | CurrentYearMinus3 |
| Current Year Minus2 | 659179 | CurrentYearMinus2 |
| Current Year Minus1 | 734392 | CurrentYearMinus1 |
| Current Year | 806668 | CurrentYear |
| Total | 2822797 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $4,234,196 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 73988 | CurrentYearMinus3 |
| Current Year Minus2 | 62527 | CurrentYearMinus2 |
| Current Year Minus1 | 39951 | CurrentYearMinus1 |
| Current Year | 85793 | CurrentYear |
| Total | 262259 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 155640 | CurrentYearMinus3 |
| Current Year Minus2 | 164795 | CurrentYearMinus2 |
| Current Year Minus1 | 183598 | CurrentYearMinus1 |
| Current Year | 201667 | CurrentYear |
| Total | 705700 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,058,550 | GrassrootsCeilingAmount |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 107300 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 481 | InvestmentEarningsOrLosses |
| Other Expenditures | 481 | OtherExpenditures |
| End Of Year Balance | 107300 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 107300 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 535 | InvestmentEarningsOrLosses |
| Other Expenditures | 535 | OtherExpenditures |
| End Of Year Balance | 107300 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 107300 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 483 | InvestmentEarningsOrLosses |
| Other Expenditures | 483 | OtherExpenditures |
| End Of Year Balance | 107300 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 107300 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 1076 | InvestmentEarningsOrLosses |
| Other Expenditures | 1076 | OtherExpenditures |
| End Of Year Balance | 107300 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 107300 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 1076 | InvestmentEarningsOrLosses |
| Other Expenditures | 1076 | OtherExpenditures |
| End Of Year Balance | 107300 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 770463 | OtherCostOrOtherBasis |
| Depreciation | 160513 | Depreciation |
| Book Value | 609950 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 725922 | OtherCostOrOtherBasis |
| Depreciation | 327212 | Depreciation |
| Book Value | 398710 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 253774 | OtherCostOrOtherBasis |
| Depreciation | 26451 | Depreciation |
| Book Value | 227323 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1235983 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Capital lease obligations | $26,806 |
| Deferred lease incentive | $720,130 |
| Deferred rent | $301,333 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1048269 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 11201340 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -18503 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 153600 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 135097 | RevenueNotRptdF990 |
| Revenue Subtotal | 11066243 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 11066243 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 13374088 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 153600 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 153600 | ExpensesNotRptdF990 |
| Expenses Subtotal | 13220488 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 13220488 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Description of Intended Use of Endowment Funds: | Part V, Line 4: | The earnings on the donor-restricted endowment are for general operations. The Foundation's Board approves the spending of the earnings on the endowment fund on an annual basis when it approves the annual budget. |
| Description of Uncertain Tax Positions Under FIN 48: | Part X, Line 2: | The Foundation performed an evaluation of uncertain tax positions for the years ended September 30, 2013 and 2012, and determined that it has no material uncertain income tax positions, and accordingly, it has not recognized any liability for unrecognized income tax. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 1 | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (2 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| Europe (Including Iceland & Greenland) | 0 | 0 | Program services | Consulting | 11000 |
| North America | 0 | 0 | Grantmaking | 4000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 15000 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 15000 | TotalAmountSpent |
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants Outside the U.S.: | Identifier |
| Explanation | Schedule F, Part I, Line 2: All grant recipients are required to sign the Foundation's grant award agreement and meet the following conditions: - Meet all applicable and relevant guidelines regarding the use of animal and human subjects - Meet all institutional policies and local, state, and federal regulations governing the conduct of research - Submit Internal Review Board approval from the grant recipient's institution - Complete and submit the "proposed budget" - Adhere to the Foundation's policy of Inventions and Discoveries - Notify the Foundation prior to any publication or professional presentation based on Foundation-funded research project - Acknowledge the Foundation prominently in any and all publication or presentation as the lead organizational sponsor of said research - All funds are used exclusively toward expenditures for the said research, and no amount of the research grant funds can be used to finance indirect costs - Keep complete and accurate records on the receipt and disbursement of all award funds, and may not co-mingle any funds from other sources. Must retain all such records for a period of at least two years after the expiration date of the Agreement and the Foundation has the right to review such records upon request. In addition, all grant recipients are required to submit interim and final reports with a grant installment payment tied to report submission. The Foundation's Medical Scientific Advisory Council Research Subcommittee chair reviews the interim and final reports to confirm that the investigator achieved the original study objective. | Explanation |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | John Mini Consulting Inc | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 707 Savannah Road | AddressLine1 |
| City | Lewes | City |
| State | DE | State |
| ZIP Code | 199581521 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | Direct mail | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 702223 | GrossReceipts |
| Amount Retained By Contractor | 60450 | AmountRetainedByContractor |
| Net To Organization | 641773 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 702223 | TotalGrossReceipts |
| Total Retained By Contractors | 60450 | TotalRetainedByContractors |
| Total Net To Organization | 641773 | TotalNetToOrganization |
| Licensed States | AL | LicensedStates |
| Licensed States | AK | LicensedStates |
| Licensed States | AZ | LicensedStates |
| Licensed States | AR | LicensedStates |
| Licensed States | CA | LicensedStates |
| Licensed States | CO | LicensedStates |
| Licensed States | CT | LicensedStates |
| Licensed States | DE | LicensedStates |
| Licensed States | DC | LicensedStates |
| Licensed States | FL | LicensedStates |
| Licensed States | GA | LicensedStates |
| Licensed States | HI | LicensedStates |
| Licensed States | ID | LicensedStates |
| Licensed States | IL | LicensedStates |
| Licensed States | IN | LicensedStates |
| Licensed States | IA | LicensedStates |
| Licensed States | KS | LicensedStates |
| Licensed States | KY | LicensedStates |
| Licensed States | LA | LicensedStates |
| Licensed States | ME | LicensedStates |
| Licensed States | MD | LicensedStates |
| Licensed States | MA | LicensedStates |
| Licensed States | MI | LicensedStates |
| Licensed States | MN | LicensedStates |
| Licensed States | MS | LicensedStates |
| Licensed States | MO | LicensedStates |
| Licensed States | MT | LicensedStates |
| Licensed States | NE | LicensedStates |
| Licensed States | NV | LicensedStates |
| Licensed States | NH | LicensedStates |
| Licensed States | NJ | LicensedStates |
| Licensed States | NM | LicensedStates |
| Licensed States | NY | LicensedStates |
| Licensed States | NC | LicensedStates |
| Licensed States | ND | LicensedStates |
| Licensed States | OH | LicensedStates |
| Licensed States | OK | LicensedStates |
| Licensed States | OR | LicensedStates |
| Licensed States | PA | LicensedStates |
| Licensed States | RI | LicensedStates |
| Licensed States | SC | LicensedStates |
| Licensed States | SD | LicensedStates |
| Licensed States | TN | LicensedStates |
| Licensed States | TX | LicensedStates |
| Licensed States | UT | LicensedStates |
| Licensed States | VT | LicensedStates |
| Licensed States | VA | LicensedStates |
| Licensed States | WA | LicensedStates |
| Licensed States | WV | LicensedStates |
| Licensed States | WI | LicensedStates |
| Licensed States | WY | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | NY Butterfly Gala | NameOfEvent1 |
| Gross Receipts Event1 | 623943 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 517693 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 106250 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 7500 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 93390 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 62500 | EntertainmentEvent1 |
| Gross Receipts Total | 623943 | GrossReceiptsTotal |
| Charitable Contributions Total | 517693 | CharitableContributionsTotal |
| Gross Revenue Total Events | 106250 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 7500 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 93390 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 62500 | EntertainmentTotalEvents |
| Direct Expense Summary Events | 163390 | DirectExpenseSummaryEvents |
| Net Income Summary | -57140 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (14 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| Albert Einstein College of Medicine | |||||||
| 1300 Morris Park Avenue | Bronx | NY | 10461 | 131624226 | 501(c)(3) | 60000 | Research grant: Collective Data Analysis Initiative |
| Brigham and Women's Hospital Inc | |||||||
| 4 Black Fan Circle | Boston | MA | 02115 | 042312909 | 501(c)(3) | 70000 | Career Development Award |
| Childhood Arthritis and Rheumatology Research Alliance | |||||||
| PO Box 20067 | Palo Alto | CA | 94309 | 203451370 | 501(c)(3) | 50000 | Research grant: Registry of Pediatric Patient Data |
| Cincinnati Children's Hospital Medical Center | |||||||
| 3333 Burnet Avenue | Cincinnati | OH | 45229 | 310833936 | 501(c)(3) | 120000 | Research grant: Neuropsychiatric Lupus |
| LFA DCMDVA Chapter | |||||||
| 2000 L Street NW Suite 415 | Washington | DC | 20036 | 237448063 | 501(c)(3) | 31950 | Program grant |
| LFA Greater Ohio Chapter | |||||||
| 12930 Chippewa Road Suite 4 | Brecksville | OH | 44141 | 341229407 | 501(c)(3) | 10002 | Program grant |
| LFA New Jersey Chapter | |||||||
| 150 Morris Avenue | Springfiled | NJ | 07081 | 222107053 | 501(c)(3) | 26450 | Program grant |
| LFA North Carolina Chapter | |||||||
| 4530 Park Road | Charlotte | NC | 28209 | 561487119 | 501(c)(3) | 7190 | Program grant |
| LFA North Texas Chapter | |||||||
| 15660 N Dallas Parkway | Dallas | TX | 75248 | 751561127 | 501(c)(3) | 6895 | Program grant |
| LFA Philadelphia Tri-State Chapter | |||||||
| 500 Old York Road | Jenkintown | PA | 19046 | 237080555 | 501(c)(3) | 5299 | Program grant |
| The Pennsylvania State University College of Medicine | |||||||
| 500 University Drive | Hershey | PA | 17033 | 216000376 | 501(c)(3) | 120000 | Research grant: Pediatric Quality of Life |
| University of CA at San Francisco | |||||||
| 4150 Clement Street | San Francisco | CA | 94121 | 942829914 | 501(c)(3) | 50000 | Research award: Lupus Nephritis Trials Network |
| University of Florida | |||||||
| 1600 Archer Road | Gainesville | FL | 32610 | 596002052 | 501(c)(3) | 120000 | Research grant: Stem Cell |
| University of Pittsburgh School of Medicine | |||||||
| 200 Lothrop Street | Pittsburgh | PA | 15261 | 250965591 | 501(c)(3) | 200000 | Lupus Insight Prize: Neutrophil Extracellular Traps |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 14 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | Research grants | TypeOfGrant |
| Number Of Recipients | 2 | NumberOfRecipients |
| Amount Of Cash Grant | 10000 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | Schedule I, Part I, Line 2: All grant recipients are required to sign the Foundation's grant award agreement and meet the following conditions: - Meet all applicable and relevant guidelines regarding the use of animal and human subjects - Meet all institutional policies and local, state, and federal regulations governing the conduct of research - Submit Internal Review Board approval from the grant recipient's institution - Complete and submit the "proposed budget" - Adhere to the Foundation's policy of Inventions and Discoveries - Notify the Foundation prior to any publication or professional presentation based on Foundation-funded research project - Acknowledge the Foundation prominently in any and all publication or presentation as the lead organizational sponsor of said research - All funds are used exclusively toward expenditures for the said research, and no amount of the research grant funds can be used to finance indirect costs - Keep complete and accurate records on the receipt and disbursement of all award funds, and may not co-mingle any funds from other sources. Must retain all such records for a period of at least two years after the expiration date of the Agreement and the Foundation has the right to review such records upon request. In addition, all grant recipients are required to submit interim and final reports with a grant installment payment tied to report submission. The Foundation's Medical Scientific Advisory Council Research Subcommittee chair reviews the interim and final reports to confirm that the investigator achieved the original study objective. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (7 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Seung-Ae Chung | ||||||||||||||
| Chief Financial Officer | 159245 | 0 | 2500 | 0 | 0 | 0 | 14790 | 0 | 5170 | 0 | 181705 | 0 | 0 | 0 |
| Sandra C Raymond | ||||||||||||||
| President and CEO | 237371 | 0 | 12000 | 0 | 0 | 0 | 22050 | 0 | 4415 | 0 | 275836 | 0 | 0 | 0 |
| Mary C Schwarz | ||||||||||||||
| COO - until 5/2013 | 160874 | 0 | 2500 | 0 | 0 | 0 | 0 | 0 | 4509 | 0 | 167883 | 0 | 0 | 0 |
| Mary T Crimmings | ||||||||||||||
| VP, Marketing & Communication | 170954 | 0 | 2500 | 0 | 0 | 0 | 12364 | 0 | 577 | 0 | 186395 | 0 | 0 | 0 |
| Leslie Hanrahan | ||||||||||||||
| VP, Education & Research | 156007 | 0 | 2500 | 0 | 0 | 0 | 12288 | 0 | 4509 | 0 | 175304 | 0 | 0 | 0 |
| Laura L Leale | ||||||||||||||
| VP, Development - until 10/2012 | 153884 | 0 | 0 | 0 | 0 | 0 | 7986 | 0 | 3683 | 0 | 165553 | 0 | 0 | 0 |
| Duane Peters | ||||||||||||||
| Sr. Dir. Marketing & Communication | 133201 | 0 | 1000 | 0 | 0 | 0 | 12626 | 0 | 4509 | 0 | 151336 | 0 | 0 | 0 |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 3436774 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Fair market value | MethodOfDeterminingRevenues |
Cars And Other Vehicles CarsAndOtherVehicles
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 75 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 29426 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Fair market value | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 9 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 28501 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Fair market value | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| Form 990, Part VI, Section A, line 7b | The chapters have the authority to vote on any proposed changes by the Board of the Directors to the Foundation's bylaws. |
| Form 990, Part VI, Section B, line 11 | The Foundation hires an independent accounting firm to prepare the Form 990. A draft of the Form 990 is first reviewed by the CFO and the final draft of the Form 990 is reviewed by both the CFO and the President & CEO. Before filing the form with the Internal Revenue Service (IRS), a copy of the final draft is distributed to the Finance Committee and the form is reviewed and approved via a telephone conference. Once approved by the Finance Committee, a complete copy of the Form 990 is provided to all members of the Board of Directors before filing the form with the IRS. |
| Form 990, Part VI, Section B, line 12c | At the Foundation's board meeting in the fall, the conflict of interest statement and questionnaire are completed and signed by each officer, director, committee member and key employee. All conflict of interest statements and questionnaires are reviewed by the President & CEO and CFO who note any actual or potential conflicts. There have been no conflicts noted during the year. |
| Form 990, Part VI, Section B, line 15 | The Executive Committee of the Board (EC) conducts an annual performance evaluation of the President & CEO and recommends salary level changes to the Board of Directors for approval. The recommended changes are based on the most currently available comparability data from the Management Compensation Survey Study published jointly by the National Health Council and the National Human Services Assembly. Once approved, one of the members of the EC, generally the Chairman or the Treasurer, notifies the CFO of the new approved compensation arrangement for the President & CEO. All other key employees receive an annual performance review by the President & CEO and approved salary increases are documented on each individual's annual performanace evaluation form. |
| Form 990, Part VI, Section C, line 19 | The Foundation makes its financial statements available to the public upon request and by posting its annual report and providing a weblink to Guidestar on its website. The federal Form 990 and all other governing documents are available upon request. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lupus America Communities | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 L Street NW Suite 410 | AddressLine1 |
| City | Washington | City |
| State | DC | State |
| ZIP Code | 20036 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 900870868 | EIN |
| Primary Activities | Supporting organization | PrimaryActivities |
| Legal Domicile State | DC | LegalDomicileState |
| Exempt Code Section | 501(c)(3) | ExemptCodeSection |
| Public Charity Status | Line 11c, III-FI | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LFA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | 1 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
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