LUPUS RESEARCH ALLIANCE INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- LUPUS RESEARCH ALLIANCE INC (EIN 58-2492929)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-08-14
- IRS object ID
- 201222279349300327
- Schema version
- 2011v1.2
- 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) |
|---|---|---|
| Timestamp | 2012-08-14T08:31:41-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131655065 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUTZ AND CARR CPAS LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 582492929 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALLIANCE FOR LUPUS RESEARCH INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ALLI | NameControl |
| Phone | 2122182840 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DEBRA ROSE | Name |
| Title | CHIEF OPERATING OFFICER | Title |
| Phone | 2122182840 | Phone |
| Date Signed | 2012-08-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LAUREN CRESCI | Name |
| PTIN | P01268493 | PTIN |
| Phone | 2126972299 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | KENNETH M FARBER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| 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 | 32915037 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | LUPUSRESEARCH.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1999 | YearFormation |
| State Legal Domicile | NY | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 10 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 10 | NbrIndependentVotingMembers |
| Total Nbr Employees | 17 | TotalNbrEmployees |
| Total Nbr Volunteers | 500 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 6357332 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 9496235 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1332677 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2038686 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 420900 | OtherRevenuePriorYear |
| Other Revenue Current Year | 147214 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 8110909 | TotalRevenuePriorYear |
| Total Revenue Current Year | 11682135 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 6469720 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 7695096 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 2353801 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1749967 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 45000 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 49000 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1660481 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1755787 | OtherExpensePriorYear |
| Other Expenses Current Year | 2001684 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 10624308 | TotalExpensesPriorYear |
| Total Expenses Current Year | 11495747 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -2513399 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 186388 | RevenuesLessExpensesCY |
| Total Assets BOY | 49816244 | TotalAssetsBOY |
| Total Assets EOY | 49323929 | TotalAssetsEOY |
| Total Liabilities BOY | 6995772 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 8402057 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 42820472 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 40921872 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 8421910 | Expense |
| Grants | 7695096 | Grants |
| Description | RESEARCH:THE ALR ENGAGES IN ACTIVE GRANT MAKING MANAGEMENT, WORKING HAND-IN-HAND WITH INVESTIGATORS TO GUIDE AND DRIVE THE RESEARCH PROCESS. SINCE ITS INCEPTION, THE ALR HAS COMMITTED OVER $72 MILLION TO FUND LUPUS RESEARCH PROJECTS. 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. RESEARCHERS UNCOVERED ROBUST EVIDENCE LINKING 13 GENETIC CANDIDATES TO LUPUS. THE THREE-YEAR PROJECT WAS 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.IN 2011, NEW GRANTS TOTALING $6.7 MILLION WERE AWARDED, OF WHICH APPROXIMATELY $5.2 MILLION WENT TO 10 INVESTIGATORS WITH PROMISING NEW AVENUES OF RESEARCH UNDER THE TARGET IDENTIFICATION IN LUPUS GRANT MECHANISM. IN ADDITION, $1.5 MILLION WAS AWARDED TO 6 INVESTIGATORS UNDER THE ALR'S GENETIC PATHWAYS GRANT MECHANISM WHICH PROVIDES A RESEARCHER UP TO $350,000 TO FURTHER THE STUDIES BEGUN BY THE SLEGEN CONSORTIUM. 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 LUPUS RESEARCH PROGRAMS LIKE SLEGEN. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 478938 | Expense |
| Description | SCIENTIFIC PROGRAMS:THE ALR ENCOURAGES CROSS-SECTOR AND CROSS-DISCIPLINE PARTNERSHIPS TO FOSTER AN INNOVATIVE RESEARCH ENVIRONMENT. IN 2011, 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. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 106989 | Expense |
| Description | 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.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 SEVEN YEARS. THE ALR IS PLEASED TO REPORT THAT LUPUS HAS AGAIN BEEN LISTED UNDER THE DEPARTMENT OF DEFENSE PEER REVIEWED MEDICAL RESEARCH PROGRAM (PRMRP) IN THE HOUSE FY 2011 MILITARY QUALITY OF LIFE APPROPRIATIONS BILL. 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 $8 MILLION TO LUPUS RESEARCHERS SINCE 2004. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 9007837 | 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 | 1 | 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 | 0 | 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 | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | 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 | 28 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 17 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| 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 |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 10 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 10 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | 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 | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| 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 | 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 | 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 | 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 | 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 | VA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WV | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | HI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEBRA ROSE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2122182840 | TelephoneNumber |
Address US AddressUS
| 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 Form990PartVIISectionA (14 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| ROBERT WOOD JOHNSON IV | ||||||
| CHAIRMAN OF THE BOARD | 1.00 | X | X | 0 | 0 | 0 |
| JOSEPH MAURIELLO | ||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 |
| IRA AKSELRAD | ||||||
| SECRETARY OF THE BOARD | 1.00 | X | X | 0 | 0 | 0 |
| JAMES P ANDREW | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| NEIL J BURMEISTER | ||||||
| EX-OFFICIO | 1.00 | X | 0 | 0 | 0 | |
| EVA ANDERSSON-DUBIN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ALISON HARMELIN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| CHARLES J HUEBNER MD | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MICHELLE Y LEE | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| WILLIAM J MULVIHILL | ||||||
| EX-OFFICIO | 1.00 | X | 0 | 0 | 0 | |
| ROBERT W PITTMAN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| KEITH WOLD | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DEBRA ROSE | ||||||
| CHIEF OPERATING OFFICER | 40.00 | X | 127523 | 0 | 22222 | |
| KEN FARBER | ||||||
| PRESIDENT | 40.00 | X | 257850 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 385373 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 22222 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KIM KAISER & ASSOCIATES LLC | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3820 WEST CLAY | AddressLine1 |
| City | HOUSTON | City |
| State | TX | State |
| ZIP Code | 77019 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | PHARMA CONSULTANT | DescriptionOfServices |
| Compensation | 123448 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Fundraising Events | 3689010 | FundraisingEvents |
| All Other Contributions | 5807225 | AllOtherContributions |
| Noncash Contributions | 61114 | NoncashContributions |
| Total Contributions | 9496235 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1455814 | TotalRevenueColumn |
| Exclusion | $1,455,814 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 148574 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 75438 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 73136 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 73136 | TotalRevenueColumn |
| Exclusion | $73,136 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 21492258 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 20909386 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 582872 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 582872 | TotalRevenueColumn |
| Exclusion | $582,872 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 247614 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 3689010 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 247614 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 850 | GrossSalesOfInventory |
| Cost Of Goods Sold | 464 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 386 | TotalRevenueColumn |
| Exclusion | $386 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| RETURN OF GRANTS | 900099 | 48342 | $48,342 |
| SUBLET INCOME | 532000 | 25350 | $25,350 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 73692 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 11682135 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $2,185,900 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6347323 | Total |
| Program Services | 6347323 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1347773 | Total |
| Program Services | 1347773 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 407595 | Total |
| Program Services | 218651 | ProgramServices |
| Management And General | 80895 | ManagementAndGeneral |
| Fundraising | 108049 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1011235 | Total |
| Program Services | 353012 | ProgramServices |
| Management And General | 169748 | ManagementAndGeneral |
| Fundraising | 488475 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 71742 | Total |
| Program Services | 25497 | ProgramServices |
| Management And General | 11699 | ManagementAndGeneral |
| Fundraising | 34546 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 165431 | Total |
| Program Services | 58648 | ProgramServices |
| Management And General | 32031 | ManagementAndGeneral |
| Fundraising | 74752 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 93964 | Total |
| Program Services | 33348 | ProgramServices |
| Management And General | 19784 | ManagementAndGeneral |
| Fundraising | 40832 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7312 | Total |
| Management And General | 7312 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40985 | Total |
| Management And General | 40985 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 49000 | Total |
| Fundraising | 49000 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 58334 | Total |
| Program Services | 20417 | ProgramServices |
| Management And General | 12833 | ManagementAndGeneral |
| Fundraising | 25084 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 380228 | Total |
| Program Services | 69983 | ProgramServices |
| Management And General | 190706 | ManagementAndGeneral |
| Fundraising | 119539 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30007 | Total |
| Program Services | 1470 | ProgramServices |
| Management And General | 20768 | ManagementAndGeneral |
| Fundraising | 7769 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 221548 | Total |
| Program Services | 111405 | ProgramServices |
| Management And General | 54017 | ManagementAndGeneral |
| Fundraising | 56126 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 386835 | Total |
| Program Services | 137290 | ProgramServices |
| Management And General | 81446 | ManagementAndGeneral |
| Fundraising | 168099 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 177421 | Total |
| Program Services | 38467 | ProgramServices |
| Management And General | 26281 | ManagementAndGeneral |
| Fundraising | 112673 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 159624 | Total |
| Program Services | 145475 | ProgramServices |
| Management And General | 6702 | ManagementAndGeneral |
| Fundraising | 7447 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 302 | Total |
| Program Services | 107 | ProgramServices |
| Management And General | 64 | ManagementAndGeneral |
| Fundraising | 131 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31627 | Total |
| Program Services | 11225 | ProgramServices |
| Management And General | 6659 | ManagementAndGeneral |
| Fundraising | 13743 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20783 | Total |
| Program Services | 7376 | ProgramServices |
| Management And General | 4376 | ManagementAndGeneral |
| Fundraising | 9031 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| PRINTING & PUBLICATIONS | 185653 | 37617 | 14995 | 133041 |
| WALKATHON PROMOTIONAL E | 103708 | 103708 | ||
| POSTAGE, SHIPPING & DEL | 69687 | 6768 | 11097 | 51822 |
| DATA PROCESSING & CREDI | 64128 | 16032 | 14281 | 33815 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 63502 | Total |
| Program Services | 19953 | ProgramServices |
| Management And General | 20750 | ManagementAndGeneral |
| Fundraising | 22799 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11495747 | Total |
| Program Services | 9007837 | ProgramServices |
| Management And General | 827429 | ManagementAndGeneral |
| Fundraising | 1660481 | Fundraising |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | X | JointCosts |
Total Joint Costs TotalJointCosts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 129635 | Total |
| Program Services | 25927 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 103708 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2127610 | BOY |
| EOY | 1650770 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3365675 | BOY |
| EOY | 3593394 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 184987 | BOY |
| EOY | 380638 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 52455 | BOY |
| EOY | 68533 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1889467 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 199731 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3689512 | BOY |
| EOY | 1689736 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40302597 | BOY |
| EOY | 41847450 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 93408 | BOY |
| EOY | 93408 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 49816244 | BOY |
| EOY | 49323929 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 181571 | BOY |
| EOY | 199911 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6771134 | BOY |
| EOY | 8189471 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28572 | BOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14495 | BOY |
| EOY | 12675 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6995772 | BOY |
| EOY | 8402057 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13872989 | BOY |
| EOY | 20041872 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28947483 | BOY |
| EOY | 20880000 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 42820472 | BOY |
| EOY | 40921872 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 49816244 | BOY |
| EOY | 49323929 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 186388 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -2084988 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| 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 | 9984546 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8524565 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9087239 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6357332 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9496235 | CurrentTaxYear |
| Total | 43449917 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 9984546 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8524565 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9087239 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6357332 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9496235 | CurrentTaxYear |
| Total | 43449917 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 21518454 | AmountsSubstContributorsTotal |
| Public Support Total170 | 21931463 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 867492 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 522274 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 398450 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1694497 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1629738 | CurrentTaxYear |
| Total | 5112451 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 445 | CurrentTaxYearMinus1Year |
| Current Tax Year | 386 | CurrentTaxYear |
| Total | 831 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 48563199 | TotalSupport |
| Public Support Pertcentage170 | 0.45160 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.43600 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
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 Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 106989 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 106989 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 11388758 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 11495747 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 724787 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 181197 | 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 | 719340 | CurrentYearMinus3 |
| Current Year Minus2 | 583808 | CurrentYearMinus2 |
| Current Year Minus1 | 681215 | CurrentYearMinus1 |
| Current Year | 724787 | CurrentYear |
| Total | 2709150 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $4,063,725 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 604316 | CurrentYearMinus3 |
| Current Year Minus2 | 216125 | CurrentYearMinus2 |
| Current Year Minus1 | 150604 | CurrentYearMinus1 |
| Current Year | 106989 | CurrentYear |
| Total | 1078034 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 179835 | CurrentYearMinus3 |
| Current Year Minus2 | 145952 | CurrentYearMinus2 |
| Current Year Minus1 | 170304 | CurrentYearMinus1 |
| Current Year | 181197 | CurrentYear |
| Total | 677288 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,015,932 | GrassrootsCeilingAmount |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 8416644 | BeginningOfYearBalance |
| Contributions | 10000000 | Contributions |
| Investment Earnings Or Losses | 1899035 | InvestmentEarningsOrLosses |
| Other Expenditures | -1899035 | OtherExpenditures |
| End Of Year Balance | 18416644 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 0 | BeginningOfYearBalance |
| Contributions | 10000000 | Contributions |
| Investment Earnings Or Losses | -278316 | InvestmentEarningsOrLosses |
| Other Expenditures | -1305040 | OtherExpenditures |
| End Of Year Balance | 8416644 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 1.00000 | BoardDesignatedEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 1600000 | InvestmentCostOrOtherBasis |
| Book Value | 1600000 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 40019 | OtherCostOrOtherBasis |
| Depreciation | 10373 | Depreciation |
| Book Value | 29646 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 249448 | OtherCostOrOtherBasis |
| Depreciation | 189358 | Depreciation |
| Book Value | 60090 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1689736 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SECURITY DEPOSIT PAYABLE | Description |
| Amount | $12,675 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 12675 | TotalOfAmounts |
| Total Revenue | 11682135 | TotalRevenue |
| Total Expenses | 11495747 | TotalExpenses |
| Excess Or Deficit For Year | 186388 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -84988 | NetUnrealizedGLOnInvestments |
| Other | -$2,000,000 | OtherAmount |
| Total Adjustments | -2084988 | TotalAdjustments |
| Excess Or Deficit Per FS | -1898600 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 11548805 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -84988 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -84988 | RevenueNotRptdF990 |
| Revenue Subtotal | 11633793 | RevenueSubtotal |
| Other Revenues Not Included | 48342 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 48342 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 11682135 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 13447405 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 2000000 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 2000000 | ExpensesNotRptdF990 |
| Expenses Subtotal | 11447405 | ExpensesSubtotal |
| Other Expenses Not Included | 48342 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 48342 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 11495747 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | 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. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | 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 8 - OTHER ADJUSTMENTS: | LOSS ON IMPAIRMENT OF LAND AND BUILDING HELD FOR RESALE -2,000,000. | |
| SCHEDULE D, PART XII, LINE 4B AND PART XIII, LINE 4B UNUSED PORTIONS OF GRANTS RETURNED TO ALR THAT WERE PAID IN PREVIOUS YEARS IN THE AMOUNT OF $48,342. THIS AMOUNT IS A RECONCILING ITEM BETWEEN THE REVENUE AND EXPENSES FROM THE AUDITED FINANCIAL STATEMENTS AND THOSE REPORTED ON FORM 990. |
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 | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|
| EUROPE | 0 | 0 | GRANT AWARDED TO INSTITUTION IN THE REGION | 334790 |
| NORTH AMERICA | 0 | 0 | GRANT AWARDED TO INSTITUTION IN THE REGION | 1012983 |
| 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 | 1347773 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 1347773 | TotalAmountSpent |
| No Recipient Over5 K | X | NoRecipientOver5K |
Grants To Orgs Outside US GrantsToOrgsOutsideUS (4 entries)
| RegionRegion | Purpose Of GrantPurposeOfGrant | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement | Method Of ValuationMethodOfValuation |
|---|---|---|---|---|
| EUROPE | LUPUS RESEARCH | 7189 | CHECK | FMV |
| NORTH AMERICA | LUPUS RESEARCH | 172000 | CHECK | FMV |
| EUROPE | LUPUS RESEARCH | 327601 | CHECK | FMV |
| NORTH AMERICA | LUPUS RESEARCH | 840983 | CHECK | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of501c3 Orgs | 4 | TotalNumberOf501c3Orgs |
| 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 (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.: | SCHEDULE F, PART I, LINE 2: -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 BE USED AS DESCRIBED IN THE APPLICATION SUBMITTED AND APPROVED FOR FUNDING. AGREE TO CONTACT THE ALR IF THERE NEEDS TO BE A SIGNIFICANT CHANGE TO THE BUDGET AS SUBMITTED. AGREE TO SUBMIT ALL DELIVERABLES AND REPORTS AS SCHEDULED: (1) TIL GRANTS: (A) 8 QUARTERLY PAYMENTS OVER THE COURSE OF THE TWO YEAR GRANT (B) PROGRESS REPORT IS REQUIRED BEFORE FIFTH PAYMENT IS DISTRIBUTED (C) BUDGET RECONCILIATION IS REQUIRED BEFORE 6TH PAYMENT IS DISTRIBUTED (2) PILOT GRANTS: (1) TWO SEMIANNUAL PAYMENTS (2) INTERIM PROGRESS REPORT IS REQUIRED BEFORE SECOND PAYMENT IS DISTRIBUTED. 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. |
| METHOD USED TO ACCCOUNT FOR EXPENDITURES: | SCHEDULE F, PART I, LINE 3: ALL INSTITUTIONS RECEIVE A PAYMENT 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. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| 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 | DS CONSULTING GROUP | BusinessNameLine1 |
Address US AddressUS
| 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 | Activity |
| Fundraiser Control Of Funds | 1 | FundraiserControlOfFunds |
| Gross Receipts | 968310 | GrossReceipts |
| Amount Retained By Contractor | 49000 | AmountRetainedByContractor |
| Net To Organization | 968310 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 968310 | TotalGrossReceipts |
| Total Retained By Contractors | 49000 | TotalRetainedByContractors |
| Total Net To Organization | 968310 | 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 | 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 | 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 | GALA CELEBRATION | NameOfEvent1 |
| Gross Receipts Event1 | 1366371 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 1157879 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 208492 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 208492 | OtherDirectExpensesEvent1 |
| Name Of Event2 | WALK-A-THONS | NameOfEvent2 |
| Gross Receipts Event2 | 2570253 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 2531131 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 39122 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 39122 | OtherDirectExpensesEvent2 |
| Gross Receipts Total | 3936624 | GrossReceiptsTotal |
| Charitable Contributions Total | 3689010 | CharitableContributionsTotal |
| Gross Revenue Total Events | 247614 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 247614 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 247614 | DirectExpenseSummaryEvents |
| Net Income Summary | 0 | NetIncomeSummary |
Form990 Schedule G Part IV Form990ScheduleGPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF FUNDRAISING PAYMENTS | Identifier |
| Return Reference | SCHEDULE G, PART I, LINE 2B, COLUMN (V) | ReturnReference |
| Explanation | DS CONSULTING PLANNED AND MANAGED ALR'S GALA EVENT. CONTRACT AMOUNT FOR THE PERIOD COVERING 1/1/11 - 12/31/11 WAS $49,000 PLUS REIMBURSABLE EXPENSES. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (22 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant | Address Line2AddressUS/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| THE FEINSTEIN INSTITUTE FOR MEDICAL RESEARCH | ||||||||
| 350 COMMUNITY DRIVE | MANHASSET | NY | 11030 | 112673595 | 501(C)(3) | 8366 | LUPUS RESEARCH | |
| UNIVERSITY OF VIRGINIA | ||||||||
| 914 EMMET ST BOX 400127 | CHARLOTTESVILLE | VA | 22903 | 546001796 | 501(C)(3) | 8301 | LUPUS RESEARCH | |
| UMDNJ-NEW JERSEY MEDICAL SCHOOL | ||||||||
| 30 BERGEN STREET | NEWARK | NJ | 07107 | 221775306 | NJ STATE GOVERNMENT | 8301 | LUPUS RESEARCH | |
| YALE UNIVERSITY | ||||||||
| BOX 208239 | NEW HAVEN | CT | 06520 | 060646973 | 501(C)(3) | 8365 | LUPUS RESEARCH | |
| TEMPLE UNIVERSITY | ||||||||
| 3322 NORTH BROAD STREET MOB 205 | PHILADELPHIA | PA | 191405104 | 231365971 | 501(C)(3) | 8301 | LUPUS RESEARCH | |
| UNIVERSITY OF MICHIGAN | ||||||||
| 1150 WEST MEDICAL CENTER DRIVE | ANN ARBOR | MI | 48109 | 386006309 | 501(C)(3) | 8301 | LUPUS RESEARCH | |
| UNIVERSITY OF MASSACHUSETTS MEDICAL SCHOOL | ||||||||
| 55 LAKE AVENUE NORTH | WORCESTER | MA | 01655 | 043167325 | MA STATE GOVERNMENT | 8235 | LUPUS RESEARCH | |
| OKLAHOMA MEDICAL RESEARCH FOUNDATION | ||||||||
| 825 NORTHEAST 13TH STREET | OKLAHOMA CITY | OK | 73104 | 730580274 | 501(C)(3) | 165387 | LUPUS RESEARCH | |
| WAKE FOREST UNIVERSITY HEALTH SCIENCES | ||||||||
| 1920 WEST 1ST STREET | WINSTON SALEM | NC | 27104 | 223849199 | 501(C)(3) | 174280 | LUPUS RESEARCH | |
| UNIVERSITY OF LOUISVILLE | ||||||||
| 291 EAST WARNOCK STREET | LOUISVILLE | KY | 40208 | 611029626 | 501(C)(3) | 171143 | LUPUS RESEARCH | |
| WASHINGTON UNIVERSITY SCHOOL OF MEDICINE | ||||||||
| 660 SOUTH EUCLID AVE CAMPUS BOX | ST LOUS | MO | 63110 | 430653611 | 501(C)(3) | 75033 | LUPUS RESEARCH | 8045 |
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA | ||||||||
| 374 PARNASSUS AVENUE 1ST FLOOR | SAN FRANCISCO | CA | 94143 | 946036493 | 501(C)(3) | 182131 | LUPUS RESEARCH | |
| THE JACKSON LABORATORY | ||||||||
| 600 MAIN STREET | BAR HARBOR | ME | 04609 | 010211513 | 501(C)(3) | 331424 | LUPUS RESEARCH | |
| UT SOUTHWESTERN MEDICAL CENTER | ||||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 753909105 | 746000203 | TX STATE GOVERNMENT | 837374 | LUPUS RESEARCH | |
| VIRGINIA POLYTECHNIC INSTITUTE AND STATE UNIVERSITY | ||||||||
| 1410 PRICES FORK ROAD | BLACKSBURG | VA | 24061 | 546001805 | VA STATE GOVERNMENT | 532652 | LUPUS RESEARCH | |
| BRIGHAM AND WOMEN'S HOSPITAL | ||||||||
| 4 BLACK FAN CIRCLE | BOSTON | MA | 02115 | 042312909 | 501(C)(3) | 1016592 | LUPUS RESEARCH | |
| UNIVERSITY OF PENNSYLVANIA | ||||||||
| 421 CURIE BOULEVARD | PHILADELPHIA | PA | 19104 | 231352685 | 501(C)(3) | 507688 | LUPUS RESEARCH | |
| THE HOSPITAL FOR SPECIAL SURGERY | ||||||||
| 535 EAST 70TH STREET | NEW YORK | NY | 10021 | 131624135 | 501(C)(3) | 544501 | LUPUS RESEARCH | |
| DUKE UNIVERSITY MEDICAL CENTER | ||||||||
| 508 FULTON STREET | DURHAM | NC | 27705 | 560532129 | 501(C)(3) | 377630 | LUPUS RESEARCH | |
| BAYLOR RESEARCH INSTITUTE | ||||||||
| 3434 LIVE OAK | DALLAS | TX | 75204 | 751921898 | 501(C)(3) | 490966 | LUPUS RESEARCH | |
| STANFORD UNIVERSITY | ||||||||
| 269 CAMPUS DRIVE CCSR BUILDING ROOM | STANFORD | CA | 943055166 | 941156365 | 501(C)(3) | 509854 | LUPUS RESEARCH | 2215A |
| NORTHWESTERN UNIVERSITY - CHICAGO CAMPUS | ||||||||
| 240 EAST HURON STREET | CHICAGO | IL | 60611 | 362167817 | 501(C)(3) | 372498 | LUPUS RESEARCH | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 22 | TotalNbrOf501C3AndGovtGrants |
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: * 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 BE USED AS DESCRIBED IN THE APPLICATION SUBMITTED AND APPROVED FOR FUNDING. AGREE TO CONTACT THE ALR IF THERE NEEDS TO BE A SIGNIFICANT CHANGE TO THE BUDGET AS SUBMITTED. AGREE TO SUBMIT ALL DELIVERABLES AND REPORTS AS SCHEDULED: (1) TIL GRANTS: (A) 8 QUARTERLY PAYMENTS OVER THE COURSE OF THE TWO YEAR GRANT (B) PROGRESS REPORT IS REQUIRED BEFORE FIFTH PAYMENT IS DISTRIBUTED (C) BUDGET RECONCILIATION IS REQUIRED BEFORE 6TH PAYMENT IS DISTRIBUTED (2) PILOT GRANTS: (1) TWO SEMIANNUAL PAYMENTS (2) INTERIM PROGRESS REPORT IS REQUIRED BEFORE SECOND PAYMENT IS DISTRIBUTED. 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. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | KEN FARBER | NamePerson |
| Base Compensation Filing Org | 257850 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 0 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 257850 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 61114 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | AVG STOCK 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 | 1 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | 1. NEIL J. BURMEISTER, (EX-OFFICIO IN 2011), 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), ROBERT PITTMAN (DIRECTOR) AND GLENN DUBIN (HUSBAND OF EVA ANDERSSON-DUBIN) 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 2011, THE COMMITTEE REVIEWED AND APPROVED BASE SALARIES AND ANNUAL MERIT ADJUSTMENTS FOR ALL STAFF WITH SPECIAL ATTENTION TO THE CHIEF OPERATING OFFICER. | |
| 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 XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -84,988. LOSS ON IMPAIRMENT OF LAND AND BUILDING HELD FOR RESALE -2,000,000. TOTAL TO FORM 990, PART XI, LINE 5: -2,084,988. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XI, QUESTION 2C | THE ORGANIZATION DID NOT CHANGE ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE YEAR. | |
| 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. |