2012-12-04T10:58:16-06:00 2012-06-30 010720052 MORRISON BROWN ARGIZ & FARRA LLC 1001 BRICKELL BAY DRIVE 9TH FLOOR MIAMI FL 33131 990 2011-07-01 590968031 NATIONAL PARKINSON FOUNDATION INC NATI 8003274545 1501 NW 9TH AVENUE MIAMI FL 33136 JOYCE OBERDORF 8003274545 2012-12-03 1 P00124528 3053735500 2011 2016-02-24 21:20:13Z JOYCE OBERDORF 1501 NW 9TH AVE MIAMI FL 33136 22983210 0 X WWW.PARKINSON.ORG X 1957 FL SEE SCHEDULE O. 22 22 33 0 0 0 9916356 7494136 73723 313950 1384754 1451589 0 0 11374833 9259675 3614292 3255625 0 0 2755797 3082178 267467 262907 1954294 3790167 3873884 10427723 10474594 947110 -1214919 21656476 19608254 1968985 1415110 19687491 18193144 X SEE SCHEDULE O 0 0 3140172 2195000 NPF'S PATIENT CARE SERVICES CONSIST OF PROGRAM ACTIVITIES THAT ARE DESIGNED TO IMPROVE PATIENT CARE BY FACILITATING ACCESS TO TODAY'S BEST PRACTICES OR SUPPORTING THE DEVELOPMENT OF TOMORROW'S. THESE INCLUDE EDUCATION AND TOOLS FOR HEALTH CARE PROFESSIONALS AND INITIATIVES DELIVERED INDIRECTLY THROUGH NPF'S CENTER OF EXCELLENCE NETWORK OR DIRECTLY THROUGH NPF'S INITIATIVES DESIGNED TO IMPROVE OUTCOMES. NPF REACHES 50,000 PEOPLE WITH PARKINSON'S THROUGH ITS CENTERS OF EXCELLENCE PROGRAM AND HAS TRAINED AN ADDITIONAL 1,200 HEALTHCARE PROVIDERS THROUGH ITS INTENSIVE TEAM TRAINING PROGRAM. NPF'S TARGETED INITIATIVES, SUCH AS ITS PROGRAM TO IMPROVE IN-HOSPITAL CARE FOR PEOPLE WITH PARKINSON'S, DIRECTLY REACHED 10,000 PATIENTS IN FISCAL 2012 AND INDIRECTLY COUNTLESS MORE. 1513629 902784 RESEARCH PROGRAMS CONSISTS OF GRANTS TO FUND RESEARCH TO ADVANCE THE CARE OF PARKINSON'S PATIENTS THROUGH THE DEVELOPMENT OF NEW EVIDENCE, ANALYSIS OF EXISTING EVIDENCE, CREATION OF NEW GUIDELINES/BEST PRACTICES (E.G., THROUGH FORMING A NEW CONSENSUS ON A TOPIC WHERE PREVIOUSLY THERE HAD BEEN NO OR INCONSISTENT GUIDELINES), AND THE DISSEMINATION OF THIS INFORMATION THROUGH PUBLICATIONS IN SCIENTIFIC LITERATURE OR AT CONFERENCES WITH AN EXPRESSED FOCUS ON RESEARCH. 2195600 150000 58488 PUBLIC EDUCATION CONSISTS OF PROGRAM ACTIVITIES AND SUPPORT DESIGNED PRIMARILY TO RAISE AWARENESS OF PARKINSON'S DISEASE, EXPLAIN HOW IT AFFECTS PEOPLE, ADVOCATE FOR BETTER CARE, AND EDUCATE PATIENTS AND FAMILIES IN ORDER TO ENGAGE THEM IN IMPROVING AND EXTENDING THEIR LIVES WITH THE DISEASE. THESE PROGRAMS INCLUDE PUBLICATIONS, PROFESSIONAL CONFERENCES, WEBCASTS, AND OUR ON-LINE INITIATIVES INCLUDING OUR WEBSITE (WWW.PARKINSON.ORG). NPF HAS DISTRIBUTED FOR FREE OVER 60,000 EDUCATIONAL MATERIALS, CONNECTED WITH AN ESTIMATED 900,000 PEOPLE IN OUR ON-LINE NETWORK, AND REACHED OVER ONE MILLION PEOPLE ACROSS ALL CHANNELS. 1029428 7841 255462 CHAPTER SERVICES CONSISTS OF ACTIVITIES AND PROGRAMS THAT SUPPORT NPF'S CHAPTER NETWORK, WHICH ARE DESIGNED TO OFFER EDUCATION, SUPPORT AND REFERRAL SERVICES. NPF HAS A NETWORK OF 39 CHAPTERS IN THE US PLUS THE BAHAMAS AND PUERTO TO RAISE AWARENESS OF PARKINSON'S DISEASE AT THE GRASSROOTS LEVEL. 1029428 7841 255462 7878829 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 1 1 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 1 104 0 1 33 1 0 0 0 0 0 0 0 0 0 0 X 22 22 1 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 0 0 AL AK AZ AR CA CO CT FL GA HI IL KS KY LA ME MD MA MI MN MS MO NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI X X X JOYCE OBERDORF 3052435813 1501 NW 9TH AVENUE MIAMI FL 33136 DR BERNARD FOGEL MD 0.50 X X 0 0 0 E RICHARD ALHADEFF ESQ 0.50 X X 0 0 0 DANIEL ARTY CPA 0.50 X X 0 0 0 JOHN W KOZYAK ESQ 0.50 X X 0 0 0 W JAMES OROVITZ 0.50 X X 0 0 0 MR HAROLD KRAVITZ 0.50 X 0 0 0 EDYTHE KAY-MARSA 0.50 X 0 0 0 A JEFFREY BARASH ESQ 0.50 X 0 0 0 MARSHALL R BURACK ESQ 0.50 X 0 0 0 CARMEN CARTAYA ESQ 0.50 X 0 0 0 HON SHELLEY J KRAVITZ 0.50 X 0 0 0 PAUL F OREFFICE 0.50 X 0 0 0 ALAN SLEWETT 0.50 X 0 0 0 MARTIN SOLOMON 0.50 X 0 0 0 ENRIQUE J SOSA 0.50 X 0 0 0 SEN PAUL B STEINBERG 0.50 X 0 0 0 JO ANN PEPPER OREFFICE 0.50 X 0 0 0 ROBERT H TRAURIG ESQ 0.50 X 0 0 0 BRUCE WISNICKI 0.50 X 0 0 0 ANDREW B ALBERT 0.50 X 0 0 0 J GORDON BECKHAM JR 0.50 X 0 0 0 GAIL MILHOUS 0.50 X 0 0 0 JOYCE OBERDORF 40.00 X 290000 0 13527 PETER SCHMIDT 40.00 X 200000 0 24160 PAMELA OLMO 40.00 X 150001 0 10677 ROBIN BOETTCHER 40.00 X 160000 0 22960 CLAUDIA WELSH 40.00 X 160000 0 15896 960001 0 87220 5 0 1 0 GRIZZARD 229 PEACHTREE STREET NE STE 1400 ATLANTA GA 30353 MAIL CAMPAIGN SVC 384023 MERKLE RESPONSE SERVICE INC 100 JAMISON COURT HAGERSTOWN MD 21740 GIFT PROCESSING SVC 143986 CHANDLER CHICCO AGENCY 450 W 15TH STREET STE 700 NEW YORK NY 10011 PUBLIC RELATIONS SERVICE 110640 3 92957 243088 7158091 31223 7494136 CHAPTER SERVICES 900099 255462 255462 EDUCATION CONFERENCES 611710 58488 58488 313950 409251 409251 14709413 13667075 1042338 1042338 1042338 56460 243088 56460 0 9259675 313950 0 1451589 2615679 2615679 639946 639946 1101937 611765 119487 370685 1486330 888514 186382 411434 44067 26739 4521 12807 263902 145187 34646 84069 185942 106872 22936 56134 19327 4043 15284 56000 56000 262907 262907 42783 32857 9926 1225805 894618 3828 327359 375525 366159 9366 883958 607827 18850 257281 257806 141229 43146 73431 29267 21376 2494 5397 381805 332789 9316 39700 352542 336454 13252 2836 62021 62021 69928 53146 4195 12587 107896 83572 6515 17809 9221 2914 5741 566 10474594 7878829 641471 1954294 1608068 922689 254507 199325 655264 194155 2013954 1754739 305696 259215 18789565 17982345 43376 50525 21656476 19608254 712671 579212 322875 75000 290000 125000 643439 635898 1968985 1415110 X 17656763 16218329 950912 894999 1079816 1079816 19687491 18193144 21656476 19608254 X -1214919 -279428 X X 0 1 1 X 0 X 9070618 7176041 8881327 9695787 7564998 42388771 140426 305238 319508 294292 243088 1302552 9211044 7481279 9200835 9990079 7808086 43691323 131224 298085 255020 185866 155585 1025780 0 131224 298085 255020 185866 155585 1025780 42665543 780816 516271 402632 428669 409251 2537639 780816 516271 402632 428669 409251 2537639 9991860 7997550 9603467 10418748 8217337 46228962 0.92290 0.91270 0.05490 0.06040 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 18789565 1172160 1979380 17982345 16469642 10070453 2356371 10106901 18789565 14032363 9330392 1469015 8362128 16469642 19457595 -2286489 3138743 14032363 0.90000 0.04000 0.06000 0 0 721372 528293 193079 1263582 1197446 66136 29000 29000 0 259215 ANNUITIES PAYABLE 635898 635898 9259675 10474594 -1214919 -279428 -279428 -1494347 9244582 -279429 264336 -15093 9259675 0 9259675 10738929 264336 264336 10474593 1 1 10474594 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: TO FUND PATIENT-CENTERED PROGRAMS, RESEARCH AND GENERAL CHARITABLE PURPOSES. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE FOUNDATION RECOGNIZES AND MEASURES TAX POSITIONS BASED ON THEIR TECHNICAL MERIT AND ASSESSES THE LIKELIHOOD THAT THE POSITIONS WILL BE SUSTAINED UPON EXAMINATION BASED ON THE FACTS, CIRCUMSTANCES AND INFORMATION AVAILABLE AT THE END OF EACH PERIOD. INTEREST AND PENALTIES ON TAX LIABILITIES, IF ANY, WOULD BE RECORDED IN INTEREST EXPENSE AND OTHER NON-INTEREST EXPENSE, RESPECTIVELY. PART XIII, LINE 4B - OTHER ADJUSTMENTS: ROUNDING 1. 0 EUROPE (INCLUDING ICELAND & GREENLAND) - 0 0 GRANTMAKING 68650 NORTH AMERICA - CANADA AND MEXICO, BUT 0 0 GRANTMAKING 500796 EAST ASIA AND THE PACIFIC - 0 0 GRANTMAKING 70500 0 0 0 0 0 0 639946 0 639946 X NORTH AMERICA - CANADA AND MEXICO, BUT RESEARCH - (SEE SCHEDULE O) 60000 CHECK NORTH AMERICA RESEARCH - (SEE SCHEDULE O) 7500 CHECK NORTH AMERICA RESEARCH - (SEE SCHEDULE O) 60000 CHECK NORTH AMERICA - CANADA AND MEXICO, BUT RESEARCH - (SEE SCHEDULE O) 60000 CHECK NORTH AMERICA - CANADA AND MEXICO, BUT RESEARCH - (SEE SCHEDULE O) 3000 CHECK NORTH AMERICA - CANADA AND MEXICO, BUT QII - (SEE SCHEDULE O) 33900 CHECK NORTH AMERICA RESEARCH - (SEE SCHEDULE O) 111135 CHECK NORTH AMERICA RESEARCH - (SEE SCHEDULE O) 165261 CHECK EUROPE (INCLUDING ICELAND & GREENLAND) RESEARCH - (SEE SCHEDULE O) 60000 CHECK EUROPE (INCLUDING ICELAND & GREENLAND) QII - (SEE SCHEDULE O) 8650 CHECK EAST ASIA AND THE PACIFIC QII - (SEE SCHEDULE O) 10500 CHECK EAST ASIA AND THE PACIFIC RESEARCH - (SEE SCHEDULE O) 60000 CHECK 0 0 0 0 0 0 PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.: SCHEDULE F, PART I, LINE 2: ALL GRANT RECIPIENTS (DOMESTIC & FOREIGN) MAKE A FULL WRITTEN REPORT OF THE UTILIZATION OF FUNDS AWARDED TO NPF'S SCIENTIFIC ADVISORY BOARD AND GRANT ADMINISTRATION AT NPF. X X X X X 1 GRIZZARD 229 PEACHTREE STREET SUITE 1400 ATLANTA GA 30303 DIRECT MAIL LIST MANAGEMENT 0 1454064 445047 1009017 DONOR CARE CENTER 480 WEST TUSCARAWAS AVE 3RD FLOOR BARBERTON OH 44203 TELEMARKETING 0 52410 39347 13063 TRYLON DATA MANAGEMENT INC 30 BUCK RD HANOVER NH 03755 DIRECT MAIL LIST MANAGEMENT 0 0 23936 -23936 1506474 508330 998144 AL AK AZ AR CA CO CT FL GA HI IL KS LA ME MD MA MI MN MS MO NH NJ NM NY NC ND OH OK OR PA RI SC TN VA WA WV WI KY UT ANNUAL GALA 118220 61760 56460 28024 6000 22436 OUT-OF-THE-PARK 55891 55891 49 125437 125437 299548 243088 56460 28024 6000 22436 56460 0 1 UNIVERSITY OF MIAMI PO BOX 025405 MIAMI FL 33102 590624458 350000 PATIENT CARE - (SEE SCHEDULE O) UNIVERSITY OF MIAMI PO BOX 025405 MIAMI FL 33102 590624458 25000 PATIENT CARE - (SEE SCHEDULE O) UNIVERSITY OF MIAMI PO BOX 025405 MIAMI FL 33102 590624458 20000 PATIENT CARE - (SEE SCHEDULE O) PARKINSON ACTION NETWORK 1025 VERMONT AVENUE NW SUITE 1120 WASHINGTON DC 20005 943172675 150000 ADVOCACY DUKE HEALTH CENTER 932 MOREENE ROAD DURHAM NC 27705 560532129 60000 PATIENT CARE - (SEE SCHEDULE O) GEORGETOWN UNIVERSITY HOSPITAL DEPARTMENT OF NEUROLOGY MOVEMENT DISORDERS P 7PHC 3800 RESEIVOR ROAD NW WASHINGTON DC 20007 522339873 60000 PATIENT CARE - (SEE SCHEDULE O) JOHNS HOPKINS MEDICAL INSTITUTE PARKINSON'S DISEASE AND MOVEMENT DISORDERS 600 N WOLFE STREET MEYER 6-181 BALTIMORE BALTIMORE MD 21287 520595110 60000 PATIENT CARE - (SEE SCHEDULE O) MASSACHUSETTS GENERAL HOSPITAL PO BOX 414876 MGH- RESEARCH FINANCE FINANCE BOSTON MA 02241 043230035 60000 PATIENT CARE - (SEE SCHEDULE O) MEDICAL COLLEGE OF GEORGIA SCHOOL OF MEDICINE MOVEMENT DISORDERS PROGRAM DIVISION OF SPONSORED PROGRAMS 1120 15TH STREET CJ-3301 AUGUSTA GA 30912 586002053 60000 PATIENT CARE - (SEE SCHEDULE O) UNIVERSITY OF MIAMI MILLER SCHOOL OF MEDICINE PO BOX 025405 MIAMI FL 33102 590624458 60000 PATIENT CARE - (SEE SCHEDULE O) ST JOSEPH'S HOSPITAL & MEDICAL CENTER 240 W THOMAS ROAD SUITE 301 PHOENIX AZ 85013 860096787 60000 PATIENT CARE - (SEE SCHEDULE O) NORTHWESTERN UNIVERSITY PARKINSON'S DISEASE & MOVEMENT DISORDERS CENTER 710 NORTH LAKE SHORE DRIVE 11TH FLOOR CHICAGO IL 60611 362167817 60000 PATIENT CARE - (SEE SCHEDULE O) NEW YORK UNIVERSITY SCHOOL OF MEDICINE 545 FIRST AVE GREENBERG HALL SCI-81 SCI-81 NEW YORK NY 10016 60000 PATIENT CARE - (SEE SCHEDULE O) OREGON HEALTH & SCIENCE UNIVERSITY PARKINSON CENTER OF OREGON 3181 SW SAM JACKSON PARK RD OP -32 PORTLAND OR 97201 237083114 60000 PATIENT CARE - (SEE SCHEDULE O) BETH ISRAEL DEACONESS MEDICAL CENTER PARKINSON'S DISEASE & MOVEMENT DISORD 330 BROOKLINE AVE - ROOM BR 259 BOSTON MA 02215 042103881 60000 PATIENT CARE - (SEE SCHEDULE O) UNIVERSITY OF SOUTHERN CALIFORNIA PARKINSON'S DISEASE AND OTHER MOVEMENT D 1520 SAN PABLO STREET SUITE 3000 LOS ANGELES CA 90033 60000 PATIENT CARE - (SEE SCHEDULE O) BAYLOR COLLEGE OF MEDICINE PARKINSON'S DISEASE CENTER & MOVEMENT DISORDERS 6550 FANNIN 1801 HOUSTON TX 77030 741613878 60000 PATIENT CARE - (SEE SCHEDULE O) UNIVERSITY OF CALIFORNIA SAN FRANCISCO PARKINSON'S DISEASE CLINIC AND RESE 1855 FOLSOM STREET MCG 425 BOX 0897 0897 SAN FRANCISCO CA 94143 946036493 60000 PATIENT CARE - (SEE SCHEDULE O) THE PARKINSON'S INSTITUTE AND CLINICAL CENTER 675 ALMANOR AVE SUNNYVALE CA 94085 943061594 60000 PATIENT CARE - (SEE SCHEDULE O) STRUTHERS PARKINSON'S CENTER 6701 COUNTRY CLUB DRIVE GOLDEN VALLEY MN 55427 410132080 60000 PATIENT CARE - (SEE SCHEDULE O) BETH ISRAEL MEDICAL CENTER DEPARTMENT PHILLIPS AMBULATORY CARE CENTER 10 UNION SQUARE EAST SUITE 5 NEW YORK NY 10003 135564934 60000 PATIENT CARE - (SEE SCHEDULE O) UNIVERSITY OF PENNSYLVANIA PARKINSON'S DISEASE AND MOVEMENT DISORDERS CENT DEPARTMENT OF NEUROLOGY 330 SOUTH NINTH STREET PHILADELPHIA PA 19107 311538725 60000 PATIENT CARE - (SEE SCHEDULE O) UNIVERSITY OF FLORIDA PARKINSON'S DISEASE & MOVEMENT DISORDERS CENTER DEPARTMENT OF NEUROLOGY PO BOX 100236 GAINSVILLE FL 32610 591680273 60000 PATIENT CARE - (SEE SCHEDULE O) UNIVERSITY OF KANSAS MEDICAL CENTER PARKINSON'S DISEASE AND MOVEMENT DISOR 3599 RAINBOW BLVD - MS KANSAS CITY KS 66160 481108830 60000 PATIENT CARE - (SEE SCHEDULE O) UNIVERSITY OF LOUISVILLE DIVISION OF MOVEMENT DISORDERS 501 E BROADWAY SUITE 210 LOUISVILLE KY 40202 611056352 60000 PATIENT CARE - (SEE SCHEDULE O) UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL SCHOOL OF MEDICINE 170 MANNING DRIVE CB 7025 CHAPEL HILL NC 27599 561732213 60000 PATIENT CARE - (SEE SCHEDULE O) UNIVERSITY OF ROCHESTER MEDICAL CENTER 1351 MT HOPE AVE STE 223 ROCHESTER NY 14620 160743209 60000 PATIENT CARE - (SEE SCHEDULE O) UNIVERSITY OF SOUTH FLORIDA PARKINSON'S DISEASE & MOVEMENT DISORDERS CENTE PO BOX 864568 ORLANDO FL 32886 237313346 60000 PATIENT CARE - (SEE SCHEDULE O) VANDERBILT UNIVERSITY MEDICAL CENTER DEPARTMENT AT 40303 DEPARTMENT OF FINANCE ATLANTA GA 31192 620476822 60000 PATIENT CARE - (SEE SCHEDULE O) UNIVERSITY OF LOUISVILLE 220 ABRAHAM FLEXNER WAY SUITE 606 LOUISVILLE KY 40202 611056352 51327 RESEARCH RFA - (SEE SCHEDULE O) CLINICAL RESEARCH CENTRE FOR MOVEMENT DISORDERS & GAIT 82500 RESEARCH RFA - (SEE SCHEDULE O) UNIVERSITY OF FLORIDA PO BOX 100236 MBI 100 S NEWELL GAINSVILLE FL 32610 596002052 115809 RESEARCH RFA - (SEE SCHEDULE O) NEW YORK UNIVERSITY MEDICAL SCHOOL 545 1ST AVENUE GREENBERG HALL SCI - 81 NEW YORK NY 10016 114827 RESEARCH RFA - (SEE SCHEDULE O) UNIVERSITY OF MIAMI PO BOX 025405 MIAMI FL 33102 590624458 123144 RESEARCH RFA - (SEE SCHEDULE O) UNIVERSITY OF FLORIDA FOUNDATION DR OKUN'S FELLOWSHIP PO BOX 100243 GAINSVILLE FL 32610 596002052 10000 OKUN FELLOWSHIP GRANT REHABILITATION INSTITUTE OF CHICAGO 345 E SUPERIOR ONTERIE - 831 CHICAGO IL 60611 RESEARCH - (SEE SCHEDULE O) STRUTHERS PARKINSON'S CENTER 6701 COUNTRY CLUB DRIVE GOLDEN VALLEY MN 55427 410132080 27625 QII - (SEE SCHEDULE O) UNIVERSITY OF FLORIDA PARKINSON'S DISEASE AND MOVEMENT DISORDERS CENTER 3450 HULL ROAD 4TH FLOOR GAINSVILLE FL 32610 591680273 21550 QII - (SEE SCHEDULE O) UNIVERSITY OF KANSAS MEDICAL CENTER 3599 RAINBOW BLVD MAILSTOP 2012 KANSAS CITY KS 66160 481108830 27150 QII - (SEE SCHEDULE O) OREGON HEALTH & SCIENCE UNIVERSITY PARKINSON CENTER 3181 SW SAM JACKSON PARK RD OP-32 PORTLAND OR 97239 237083114 26575 QII - (SEE SCHEDULE O) BAYLOR COLLEGE OF MEDICINE DEPT OF NEUROLOGY 6550 FANNIN ST SUITE 1801 HOUSTON TX 77030 741613878 10350 QII - (SEE SCHEDULE O) JOHNS HOPKINS UNIVERSITY 12529 COLLECTIONS CENTER DRIVE CHICAGO IL 60693 520595110 17275 QII - (SEE SCHEDULE O) VANDERBILT UNIVERSITY MEDICAL CENTER DEPARTMENT AT 40303 DEPARTMENT OF FINANCE ATLANTA GA 31192 620476822 14250 QII - (SEE SCHEDULE O) NORTHWESTERN UNIVERSITY PARKINSON'S DISEASE MOVEMENT DISORDERS CENTER ABBOTT HALL 11TH FLOOR 710 NORTH LAKE SHOR CHICAGO IL 60611 362167817 51500 QII - (SEE SCHEDULE O) MOUNT SINAI SCHOOL OF MEDICINE 1 GUSTAVE LEVY PLACE BOX 1137 NEW YORK NY 10029 136171197 9150 QII - (SEE SCHEDULE O) UNIVERSITY OF PENNSYLVANIA DEPARTMENT OF NEUROLOGY 330 SOUTH NINTH STREET PHILADELPHIA PA 19107 311538725 21500 QII - (SEE SCHEDULE O) BETH ISRAEL DEACONESS MEDICAL CENTER KS 228 330 BROOKLINE AVE BOSTON MA 02215 042103881 31475 QII - (SEE SCHEDULE O) GEORGIA HEALTH SCIENCES UNIVERSITY DEPARTMENT OF NEUROLOGY MEDICAL COLLEGE OF GEORGIA 1120 15TH STREET AUGUSTA GA 30912 352310573 31900 QII - (SEE SCHEDULE O) MUHAMMED ALI PARKINSON'S CENTER 240 W THOMAS ROAD SUITE 301 PHOENIX AZ 85013 860096787 11925 QII - (SEE SCHEDULE O) PARKINSON'S INSTITUTE AND CLINICAL CENTER 675 ALMANOR AVENUE SUNNYVALE CA 94085 943061594 13400 QII - (SEE SCHEDULE O) UNIVERSITY OF SOUTH FLORIDA PARKINSON'S DISEASE & MOVEMENT DISORDERS CENTER 5 TAMPA GENERAL CIRCLE SUITE 410 HARVARD SIDE MEDICAL TOWER TAMPA FL 33606 237313346 2950 QII - (SEE SCHEDULE O) UNIVERSITY OF FLORIDA 123 GRINTER HALL PO BOX 113001 GAINSVILLE FL 32611 591680273 3000 KINETICS GRANT BETH ISRAEL DEACONESS MEDICAL CENTER 330 BROOKLINE AVENUE STONEMAN 8 BOSTON MA 02215 042103881 3000 KINETICS GRANT UNIVERSITY OF PENNSYLVANIA 330 SOUTH 9TH STREET PHILADELPHIA PA 19107 311538725 3000 KINETICS GRANT OREGON HEALTH & SCIENCE UNIVERSITY OHSU PARKINSON CENTER 3181 SW SAM JACKSON PARK RD OP 32 PORTLAND OR 97239 237083114 3000 KINETICS GRANT UNIVERSITY OF SOUTH FLORIDA PARKINSON'S DISEASE & MOVEMENT DISORDERS CENTER 5 TAMPA GENERAL CIRCLE SUITE 410 HARVARD SIDE MEDICAL TOWER TAMPA FL 33606 237313346 7124 QII - (SEE SCHEDULE O) PARKINSON CENTER OF OREGON OHSU PARKINSON CENTER 3181 SW SAM JACKSON PARK RD OP 32 PORTLAND OR 97239 237083114 5000 QII - (SEE SCHEDULE O) PARKINSON CENTER OF OREGON OHSU PARKINSON CENTER 3181 SW SAM JACKSON PARK RD OP 32 PORTLAND OR 97239 237083114 3500 KINETICS GRANT NORTHWESTERN UNIVERSITY PARKINSON'S DISEASE MOVEMENT DISORDERS CENTER ABBOTT HALL 11TH FLOOR 710 NORTH LAKE SHOR CHICAGO IL 60611 362167817 3000 KINETICS GRANT VARIOUS US BASED CHAPTERS 7841 CHAPTERS GRANT PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: ALL GRANT RECIPIENTS (DOMESTIC & FOREIGN) MAKE A FULL WRITTEN REPORT OF THE UTILIZATION OF FUNDS AWARDED TO NPF'S SCIENTIFIC ADVISORY BOARD AND GRANT ADMINISTRATION AT NPF. X X 0 0 0 0 0 0 0 0 0 JOYCE OBERDORF 290000 0 0 0 0 0 7350 0 6177 0 303527 0 0 0 PETER SCHMIDT 200000 0 0 0 0 0 6000 0 18160 0 224160 0 0 0 PAMELA OLMO 150001 0 0 0 0 0 4500 0 6177 0 160678 0 0 0 ROBIN BOETTCHER 160000 0 0 0 0 0 4800 0 18160 0 182960 0 0 0 CLAUDIA WELSH 160000 0 0 0 0 0 4800 0 11096 0 175896 0 0 0 X 10 31223 FAIR MARKET VALUE 0 1 0 FORM 990, PART VI, SECTION A, LINE 2 HAROLD KRAVITZ, SHELLEY KRAVITZ - FAMILY RELATIONSHIP PAUL OREFFICE, JOANNE PEPPER OREFFICE - FAMILY RELATIONSHIP FORM 990, PART VI, SECTION B, LINE 11 AS INFORMATION IS COMPILED, VARIOUS COMPONENTS ARE REVIEWED BY SENIOR MANAGEMENT AND THE CHAIRMAN OF THE BOARD. ONCE FINALIZED, THE ENTIRE FORM 990 IS REVIEWED BY THE V.P. OF FINANCE AND PRESIDENT AND CEO. A COPY OF THE FORM 990 IS DISTRIBUTED ELECTRONICALLY TO DIRECTORS BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C A CONFLICT OF INTEREST DISCLOSURE STATEMENT MUST BE COMPLETED AND SIGNED BY EACH BOARD MEMBER, EMPLOYEE, AGENT, OR TRUSTEE OF THE FOUNDATION. ANY KNOWN OR REASONABLY FORESEEABLE ACTUAL OR POTENTIAL CONFLICT OF INTEREST MUST BE DISCLOSED IN WRITING AS SOON AS POSSIBLE TO THE VICE PRESIDENT, FINANCE AND ADMINISTRATION, CHIEF EXECUTIVE OFFICER OR A MEMBER OF THE EXECUTIVE COMMITTEE OF THE BOARD. THE DISCLOSURE STATEMENT MUST BE COMPLETED, EXECUTED AND FILED WITH THE FOUNDATION BY ALL INDIVIDUALS SEEKING TO SERVE THE FOUNDATION AS AN INTERESTED PERSON PRIOR TO SUCH INDIVIDUALS COMMENCING HIS OR HER SERVICE TO THE FOUNDATION. FORM 990, PART VI, SECTION B, LINE 15A THE PRESIDENT AND CEO'S COMPENSATION WAS ESTABLISHED BASED ON ADVICE PROVIDED BY A PROFESSIONAL RECRUITING FIRM RETAINED BY NPF, WHICH ADVICE WAS BASED ON COMPARABLE MARKET DATA. NPF HAD FORMED A COMMITTEE, COMPRISED OF THREE BOARD MEMBERS, TO RECRUIT A NEW CEO, AND THAT COMMITTEE VOTED TO APPROVE THE LEVEL OF COMPENSATION PROPOSED. NO ADJUSTMENTS TO THE CEO'S SALARY HAVE BEEN MADE SINCE THE DATE OF HIRE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE LATEST FINANCIAL STATEMENTS AND TAX RETURN ARE ALSO AVAILABLE FOR DOWNLOAD FROM THE ORGANIZATION'S WEBSITE. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -279,428. FINANCIAL STATEMENTS FORM 990, PART XI, LINE 2C THE ORGANIZATION'S AUDIT COMMITTEE IS RESPONSIBLE FOR THE SELECTION OF THE INDEPENDENT ACCOUNTANTS AND OVERSIGHT OF THE ANNUAL AUDIT. THIS PROCESS HAS NOT CHANGED FROM THE PREVIOUS YEAR. MISSION STATEMENT FORM 990, PART III, LINE 1 & PART I, LINE 1 THE MISSION OF THE NATIONAL PARKINSON FOUNDATION IS TO IMPROVE THE QUALITY OF CARE FOR PEOPLE WITH PARKINSON'S DISEASE THROUGH RESEARCH, EDUCATION AND OUTREACH. FOUNDED IN 1957, NPF IS A LEADING NATIONAL ORGANIZATION WITH AN EXTENSIVE GRASSROOTS NETWORK OF CENTERS OF EXCELLENCE, CHAPTERS AND SUPPORT GROUPS IN THE UNITED STATES, CANADA AND INTERNATIONALLY. UNIQUE AMONG THE NATIONAL PARKINSON'S ORGANIZATIONS, NPF IS THE ONLY ORGANIZATION WITH A SINGULAR FOCUS ON IMPROVING THE QUALITY OF CARE IN PARKINSON'S DISEASE. SINCE 1982, NPF HAS FUNDED MORE THAN $164 MILLION IN RESEARCH AND SUPPORT SERVICES. THE CORE OF OUR EFFORTS IS THE NPF CENTER OF EXCELLENCE NETWORK, 41 LEADING MEDICAL CENTERS AROUND THE GLOBE THAT DELIVER CARE TO MORE THAN 50,000 PARKINSON'S PATIENTS. THROUGH THIS NETWORK, NPF CREATES A COMMUNITY OF HEALTH CARE PROFESSIONALS DEDICATED TO IMPROVING CLINICAL CARE IN PARKINSON'S DISEASE. IN EACH OF OUR RESEARCH, EDUCATION AND OUTREACH PROGRAMS, NPF IS DEDICATED TO PROMOTING OUR PASSIONATE BELIEF THAT THE BEST CARE IS A COMPREHENSIVE APPROACH THAT ADDRESSES THE WHOLE PERSON AND THE FULL RANGE OF SYMPTOMS OF THE DISEASE. EXPLANATION OF GRANTS SCHEDULE F, PART II, COLUMN (F) AND SCHEDULE I, PART II, COLUMN (H) GRANTS WERE AWARDED TO INSTITUTIONS IN THE FOUNDATION'S NETWORK OF 41 CENTERS OF EXCELLENCE (COE'S) AND 11 CARE CONSORTIUM MEMBER CENTERS. THROUGH THE COES ALONE, NPF REACHES MORE THAN 50,000 PATIENTS WITH PARKINSON'S DISEASE AND ALMOST 70,000 PATIENTS WITH MOVEMENT DISORDERS. NPF DEDICATED APPROXIMATELY $903,000 (39%) TO RESEARCH, OF WHICH $156,000 WAS ALLOCATED FOR THE QUALITY IMPROVEMENT INITIATIVE (QII); $150,000 (6%) WENT TO ADVOCACY AND OUTREACH;AND $2.1 MILLION (55%) TO COMPREHENSIVE CARE SERVICES FOR THE 2011-2012 FISCAL YEAR. RESEARCH FUNDED IS LARGELY THROUGH NPF'S CLINICAL RESEARCH FUND, DESIGNED TO SUPPORT CUTTING-EDGE CLINICAL STUDIES OF NEW THERAPEUTIC OPTIONS FOR PARKINSON'S PATIENTS AS WELL AS RESEARCH COMPARING THE EFFECTIVENESS OF EXISTING TREATMENT OPTIONS. EACH YEAR, NPF, UNDER THE DIRECTION OF OUR CLINICAL AND SCIENTIFIC ADVISORY BOARD (CSAB), SUPPORTS FORWARD-LOOKING RESEARCH CONDUCTED BY THE WORLD'S TOP PARKINSON'S DISEASE (PD) EXPERTS. THE SINGULAR AIM OF NPF'S CLINICAL RESEARCH FUND IS TO DISCOVER THE BEST TREATMENT AND CARE OPTIONS FOR PEOPLE LIVING WITH PARKINSON'S DISEASE ANNUAL FUNDING PROCESS: REQUEST FOR APPLICATIONS ("RFAS") ARE ISSUED AS FUNDING BECOMES AVAILABLE, BUT NO LESS THAN ONCE PER YEAR. APPLICATIONS ARE ACCEPTED FROM ANY PRINCIPAL INVESTIGATOR AFFILIATED WITH A CURRENTLY CERTIFIED COE INDIVIDUAL INVESTIGATORS AT NON-CERTIFIED INSTITUTIONS ARE INVITED TO APPLY AS COLLABORATORS ALL RESEARCH IS PEER-REVIEWED BY NPF'S CLINICAL AND SCIENTIFIC ADVISORY BOARD, (CSAB) NPF DOES NOT FUND BASIC LABORATORY RESEARCH. PROGRAMS FUNDED IN COMPREHENSIVE CARE WERE AWARDED TO OFFER PATIENTS ACCESS TO AN ARRAY OF SERVICES THAT MANY TIMES ARE NOT COVERED BY INSURANCE INCLUDING TELEMEDICINE, EXERCISE AND PHYSICAL AND VOICE THERAPY. COMPREHENSIVE CARE GRANTS ALSO PROMOTED EDUCATION OF PATIENTS, CAREGIVERS AND HEALTHCARE PROVIDERS IN MULTIPLE AREAS; THESE EDUCATION PROGRAMS OFFERED THE TOOLS NECESSARY TO IMPROVE QUALITY OF LIFE AND PROMOTE CONTINUITY OF CARE OF THOSE AFFECTED BY PARKINSON'S DISEASE. THE QUALITY IMPROVEMENT INITIATIVE (QII) IS NPF'S SIGNATURE INITIATIVE; THE CORE IS THE CREATION OF A STANDARDIZED, MULTI-CENTER CLINICAL PRACTICE DATABASE IN REAL-WORLD CLINICAL SETTINGS. IN PARTNERSHIP WITH OUR CENTERS OF EXCELLENCE, IN 2009 NPF LAUNCHED THE FIRST DATA-DRIVEN QUALITY IMPROVEMENT INITIATIVE TO INTRODUCE TO PARKINSON'S DISEASE A FOCUS ON CONTINUOUS IMPROVEMENT. THIS PROJECT SYSTEMATICALLY MEASURES AND TRACKS CARE OVER TIME FOR EVERY PATIENT DIAGNOSED WITH PARKINSON'S DISEASE. THE GOAL IS TO EXPLORE THE VARIATION IN CURRENT CLINICAL PRACTICE IN ORDER TO DETERMINE THE "RECIPES" FOR BEST OUTCOMES IN PARKINSON'S. OUR ULTIMATE AIM IS TO CREATE AND SHARE MODELS OF EXCELLENT CARE, SO THAT EVERY PARKINSON'S PATIENT RECEIVES THE MOST EFFECTIVE TREATMENT OPTIONS AVAILABLE, WHETHER THEY ARE SEEN BY A SPECIALIST AT A NPF CENTER OF EXCELLENCE, A GENERAL NEUROLOGIST OR THEIR PRIMARY CARE PHYSICIAN. THIS TYPE OF CLINICAL DATABASE, CAPTURING NON-SELECTED PATIENTS WHO ARE PROSPECTIVELY FOLLOWED OVER TIME IN LARGE NUMBERS AND MULTIPLE LOCATIONS, DOES NOT CURRENTLY EXIST IN PARKINSON'S CARE. IN ADDITION TO IMPROVING THE QUALITY OF CARE AND EXPANDING THE RESEARCH CAPACITY ACROSS THE NETWORK OF CENTERS. NPF'S QII AIMS TO: DRIVE IDENTIFICATION OF BEST PRACTICES IN PD CARE DISSEMINATE THESE PRACTICES TO BENEFIT EVERY PATIENT ESTABLISH PROVEN BASELINES FOR CARE TO INCREASE THE SENSITIVITY OF FUTURE RESEARCH THE DATA COLLECTED IN QII RELIES NOT ONLY ON PHYSICIANS TO ASSESS BUT ALSO THE EXPERIENCES OF PATIENTS. THE INTENT IS TO DEVELOP SCIENTIFICALLY VALIDATED QUALITY INDICATORS OF PARKINSON'S CARE WHICH CAN BE USED BY CENTERS TO BENCHMARK THEIR PROGRESS, TARGET CARE PROCESSES IN NEED OF IMPROVEMENT AND THUS, ENHANCE THEIR POSITIVE TREATMENT OUTCOMES. NATIONAL PARKINSON FOUNDATION SOUTH FLORIDA INC 1501 NW 9TH AVENUE 1ST FLOOR MIAMI FL 33136 453266918 FUNDRAISING FL 501(C)(3) LINE 7 NATIONAL PARKINSON FOUNDATION INC 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0