ARTHRITIS NATIONAL RESEARCH FOUNDATION: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- ARTHRITIS NATIONAL RESEARCH FOUNDATION (EIN 95-6043953)
- Tax period
- 2011-04-01 to 2012-03-31
- Filed
- 2012-08-27
- IRS object ID
- 201232409349300223
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-08-27T11:57:56-05:00 | Timestamp |
| Tax Period End Date | 2012-03-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 953001179 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINDES & MCCLAUGHRY ACCT CORP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 87 | AddressLine1 |
| City | LONG BEACH | City |
| State | CA | State |
| ZIP Code | 90801 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-04-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 956043953 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARTHRITIS NATIONAL RESEARCH FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ARTH | NameControl |
| Phone | 5624376808 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 OCEANGATE NO 830 | AddressLine1 |
| City | LONG BEACH | City |
| State | CA | State |
| ZIP Code | 90802 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | HELENE BELISLE | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 5624376808 | Phone |
| Date Signed | 2012-08-21 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DONITA M JOSEPH | Name |
| PTIN | P00286656 | PTIN |
| Phone | 5624351191 | 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 | HELENE BELISLE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 OCEANGATE 830 | AddressLine1 |
| City | LONG BEACH | City |
| State | CA | State |
| ZIP Code | 90802 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 4303843 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.CUREARTHRITIS.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1952 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | PROVIDE FINANCIAL SUPPORT FOR: PREVENTION, TREATMENT & CURE OF ARTHRITIS & OTHER RHEUMATIC DISEASES | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 17 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 16 | NbrIndependentVotingMembers |
| Total Nbr Employees | 2 | TotalNbrEmployees |
| Total Nbr Volunteers | 50 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2162000 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1516453 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 176624 | InvestmentIncomePriorYear |
| Investment Income Current Year | 437515 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -8626 | OtherRevenuePriorYear |
| Other Revenue Current Year | -105 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2329998 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1953863 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 975000 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 950000 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 162219 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 181725 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 28460 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 180297 | OtherExpensePriorYear |
| Other Expenses Current Year | 202475 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1317516 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1334200 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1012482 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 619663 | RevenuesLessExpensesCY |
| Total Assets BOY | 7225335 | TotalAssetsBOY |
| Total Assets EOY | 7693675 | TotalAssetsEOY |
| Total Liabilities BOY | 5446 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 4253 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 7219889 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 7689422 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO FUND PROMISING YOUNG SCIENTISTS AT THE BEGINNING OF THEIR RESEARCH CAREERS IN ORDER TO FURTHER PURSUE CUTTING-EDGE PROJECTS FOR THE TREATMENT, CURE, AND THE EVENTUAL END TO THE SUFFERING OF OVER 50 MILLION AMERICANS WITH ARTHRITIS AND ITS RELATED DISEASES. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1034303 | Expense |
| Grants | 950000 | Grants |
| Description | MEDICAL RESEARCH GRANTS ARE AWARDED BASED ON GRANT PROPOSALS RECEIVED FROM OUTSIDE INVESTIGATORS WORKING AT INDEPENDENT, UNAFFILIATED RESEARCH FACILITIES AND UNIVERSITIES, AND REVIEWED BY AN INDEPENDENT SCIENTIFIC ADVISORY BOARD AND SCIENTIFIC REVIEW COMMITTEES. ALSO INCLUDES GRANTS FOR PROFESSIONAL MEETING SUPPORT RELATED TO FUNDED RESEARCH. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 197758 | Expense |
| Description | PROGRAM SERVICE EDUCATION TO RAISE GENERAL PUBLIC AWARENESS AND WITHIN THE MEDICAL PROFESSION AS TO THE NEED FOR ARTHRITIS RESEARCH FOR DEVELOPING A CURE. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 1232061 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | 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 | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | 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 | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | 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 | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | 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 | 1 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 2 | 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 | 0 | QuidProQuoContributions |
| 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 | 17 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 16 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 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 | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | UT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HELENE BELISLE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5624376808 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 OCEANGATE NO 830 | AddressLine1 |
| City | LONG BEACH | City |
| State | CA | State |
| ZIP Code | 90802 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (17 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| KEVIN DONOHUE | ||||||
| PRESIDENT | 10.00 | X | X | 0 | 0 | 0 |
| SHAUN SKERIS | ||||||
| VICE PRESIDENT | 5.00 | X | X | 0 | 0 | 0 |
| MARK SCHULTEN | ||||||
| TREASURER | 5.00 | X | X | 0 | 0 | 0 |
| KELLY ROUBA | ||||||
| 2ND VICE PRESIDENT | 3.00 | X | X | 0 | 0 | 0 |
| HELENE BELISLE | ||||||
| SECRETARY/EXECUTIVE DIRECTOR | 40.00 | X | X | 99750 | 0 | 12000 |
| VIC BRADEN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| KATHRYN FERRIS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| SCOTT GREEN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| GALE GRANGER PHD | ||||||
| DIRECTOR | 10.00 | X | 0 | 0 | 0 | |
| MARTI KRUPIN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| KRISTY MCPHERSON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| BRITT MEYER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| LYNN MOYER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JAMES ROSE PHARMD | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| SALLY ANNE SHERIDIAN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| KATHLEEN TEPLEY | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| CARL WARE PHD | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 99750 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 12000 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Federated Campaigns | 256375 | FederatedCampaigns |
| Fundraising Events | 6514 | FundraisingEvents |
| All Other Contributions | 1253564 | AllOtherContributions |
| Total Contributions | 1516453 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 130143 | TotalRevenueColumn |
| Exclusion | $130,143 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2657247 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2349875 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 307372 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 307372 | TotalRevenueColumn |
| Exclusion | $307,372 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 0 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 6514 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 105 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -105 | TotalRevenueColumn |
| Exclusion | -$105 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1953863 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $437,410 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 950000 | Total |
| Program Services | 950000 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 117501 | Total |
| Program Services | 95982 | ProgramServices |
| Management And General | 10772 | ManagementAndGeneral |
| Fundraising | 10747 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 48997 | Total |
| Program Services | 39985 | ProgramServices |
| Management And General | 4530 | ManagementAndGeneral |
| Fundraising | 4482 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2830 | Total |
| Program Services | 1394 | ProgramServices |
| Management And General | 1347 | ManagementAndGeneral |
| Fundraising | 89 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12397 | Total |
| Program Services | 10170 | ProgramServices |
| Management And General | 1106 | ManagementAndGeneral |
| Fundraising | 1121 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12500 | Total |
| Management And General | 12500 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17443 | Total |
| Management And General | 17443 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1000 | Total |
| Program Services | 1000 | ProgramServices |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 56210 | Total |
| Program Services | 52511 | ProgramServices |
| Fundraising | 3699 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17620 | Total |
| Program Services | 16279 | ProgramServices |
| Management And General | 1055 | ManagementAndGeneral |
| Fundraising | 286 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15490 | Total |
| Program Services | 11602 | ProgramServices |
| Management And General | 3202 | ManagementAndGeneral |
| Fundraising | 686 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13823 | Total |
| Program Services | 10397 | ProgramServices |
| Management And General | 2274 | ManagementAndGeneral |
| Fundraising | 1152 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16051 | Total |
| Program Services | 15566 | ProgramServices |
| Management And General | 485 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4351 | Total |
| Program Services | 1273 | ProgramServices |
| Management And General | 2938 | ManagementAndGeneral |
| Fundraising | 140 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| ADMINISTRATION | 34342 | 13981 | 14481 | 5880 |
| AWARENESS PROGRAM | 8374 | 8374 | ||
| RECOGNITION | 4065 | 2859 | 1166 | 40 |
| DUES AND SUBSCRIPTIONS | 1206 | 688 | 380 | 138 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1334200 | Total |
| Program Services | 1232061 | ProgramServices |
| Management And General | 73679 | ManagementAndGeneral |
| Fundraising | 28460 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 117 | BOY |
| EOY | 117 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 440141 | BOY |
| EOY | 600306 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 56415 | BOY |
| EOY | 56415 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6720648 | BOY |
| EOY | 7027156 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8014 | BOY |
| EOY | 9681 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7225335 | BOY |
| EOY | 7693675 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5446 | BOY |
| EOY | 4253 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5446 | BOY |
| EOY | 4253 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7209603 | BOY |
| EOY | 7679136 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10286 | BOY |
| EOY | 10286 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7219889 | BOY |
| EOY | 7689422 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7225335 | BOY |
| EOY | 7693675 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 619663 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -150130 | ReconcilationOtherChanges |
| 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 | 892768 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2042938 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3040909 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2162000 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1516453 | CurrentTaxYear |
| Total | 9655068 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 892768 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2042938 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3040909 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2162000 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1516453 | CurrentTaxYear |
| Total | 9655068 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 5129804 | AmountsSubstContributorsTotal |
| Public Support Total170 | 4525264 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 74948 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 76205 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 67246 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 122024 | CurrentTaxYearMinus1Year |
| Current Tax Year | 130143 | CurrentTaxYear |
| Total | 470566 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 10125634 | TotalSupport |
| Public Support Pertcentage170 | 0.44690 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.50050 | 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 D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2394531 | BeginningOfYearBalance |
| Contributions | 1000000 | Contributions |
| Investment Earnings Or Losses | 95028 | InvestmentEarningsOrLosses |
| Other Expenditures | 242 | OtherExpenditures |
| End Of Year Balance | 3489317 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2063952 | BeginningOfYearBalance |
| Contributions | 504994 | Contributions |
| Investment Earnings Or Losses | -174224 | InvestmentEarningsOrLosses |
| Other Expenditures | 191 | OtherExpenditures |
| End Of Year Balance | 2394531 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 141892 | BeginningOfYearBalance |
| Contributions | 1922060 | Contributions |
| End Of Year Balance | 2063952 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 141892 | BeginningOfYearBalance |
| End Of Year Balance | 141892 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.99710 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.00290 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
| Total Revenue | 1953863 | TotalRevenue |
| Total Expenses | 1334200 | TotalExpenses |
| Excess Or Deficit For Year | 619663 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -150130 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -150130 | TotalAdjustments |
| Excess Or Deficit Per FS | 469533 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 1803838 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -150130 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -150130 | RevenueNotRptdF990 |
| Revenue Subtotal | 1953968 | RevenueSubtotal |
| Other Revenues Not Included | -105 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -105 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 1953863 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1334305 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 105 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 105 | ExpensesNotRptdF990 |
| Expenses Subtotal | 1334200 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 1334200 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | AN ENDOWMENT ACCOUNT WAS ESTABLISHED IN FISCAL YEAR 2007-08 AND ONLY ONE CONTRIBUTION TO DATE HAS BEEN DESIGNATED SPECIFICALLY TO THE ENDOWMENT ACCOUNT. THE BOARD OF DIRECTORS CAN, AND HAS MADE THE DECISION TO ADD UNRESTRICTED FUNDS TO THE ENDOWMENT FUND IN ORDER TO GROW THIS FUND SO THAT FUTURE INCOME EARNED MAY BE USED FOR GRANT AWARDS AND ORGANIZATION OPERATIONS, IF NECESSARY. THE ENDOWMENT ACCOUNT IS MANAGED BY MEMBERS OF THE BOARD OF DIRECTORS' FINANCE COMMITTEE. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE FOUNDATION RECOGNIZES THE FINANCIAL STATEMENT BENEFIT OF TAX POSITIONS, SUCH AS ITS FILING STATUS AS TAX-EXEMPT, ONLY AFTER DETERMINING THAT THE RELEVANT TAX AUTHORITY WOULD MORE LIKELY THAN NOT SUSTAIN THE POSITION FOLLOWING AN AUDIT. THE FOUNDATION IS SUBJECT TO POTENTIAL INCOME TAX AUDITS ON OPEN TAX YEARS BY ANY TAXING JURISDICTION IN WHICH IT OPERATES. THE STATUTE OF LIMITATIONS FOR FEDERAL PURPOSES IS THREE YEARS AND FOR CALIFORNIA PURPOSES IS FOUR YEARS. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSE -105. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENTS 105. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (12 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant | Address Line2AddressUS/AddressLine2 |
|---|---|---|---|---|---|---|
| UC SAN FRANCISCO | ||||||
| 513 PARNASSUS AVE S-1024 | SAN FRANCISCO | CA | 94143 | 75000 | RESEARCH GRANT | |
| UC DAVIS | ||||||
| 2700 STOCKTON BLVD RM 2354 | SACRAMENTO | CA | 95817 | 75000 | RESEARCH GRANT | |
| DANA-FARBER CANCER INSTITUTE | ||||||
| 44 BINNEY ST SMITH 722 | BOSTON | MA | 02115 | 75000 | RESEARCH GRANT | |
| BRIGHAM AND WOMEN'S HOSPITAL | ||||||
| ONE JIMMY FUND WAY SMITH-536 | BOSTON | MA | 02115 | 75000 | RESEARCH GRANT | |
| UNIVERSITY OF CONNECTICUT HEALTH CENTER | ||||||
| 263 FARMINGTON AVE | FARMINGTON | CT | 06032 | 75000 | RESEARCH GRANT | |
| UNIVERSITY OF WISCONSIN | ||||||
| 600 HIGHLAND AVE H4/472 CSC | MADISON | WI | 53792 | 75000 | RESEARCH GRANT | |
| SANFORD-BURNHAM MEDICAL RESEARCH INSTIT | ||||||
| 10901 N TORREY PINES RD | LA JOLLA | CA | 92037 | 75000 | RESEARCH GRANT | |
| UCLA | ||||||
| DIV OF RHEUMATOLOGY 1000 VETERAN | LOS ANGELES | CA | 90095 | 150000 | RESEARCH GRANT | AVE REHAB CTR RM 32-59 |
| RUSH UNIVERSITY MEDICAL CENTER | ||||||
| COHN RESEARCH BLDG 547F 1735 W | CHICAGO | IL | 60612 | 75000 | RESEARCH GRANT | HARRISON |
| BRIGHAM AND WOMEN'S HOSPITAL | ||||||
| ONE JIMMY FUND WAY SMITH-516C | BOSTON | MA | 02115 | 75000 | RESEARCH GRANT | |
| NYU SCHOOL OF MEDICINE | ||||||
| 301 E 17TH ST RM 1410 | NEW YORK | NY | 10003 | 75000 | RESEARCH GRANT | |
| CLEVELAND CLINIC | ||||||
| 9500 EUCLID AVE DESK A50 | CLEVELAND | OH | 44195 | 50000 | RESEARCH GRANT | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 12 | 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: IN MID-JANUARY EACH YEAR, THE ANRF OFFICE RECEIVES APPROXIMATELY 60 TO 70 GRANT APPLICATIONS PER YEAR FROM SCIENTISTS ACROSS THE COUNTRY. APPLICATIONS MUST FOLLOW THE PUBLISHED GRANT GUIDELINES AND POLICIES ESTABLISHED BY THE ANRF. THE SCIENTIFIC ADVISORY BOARD (SAB) CONDUCTS AN NIH-LEVEL REVIEW PROCESS PRIOR TO A REVIEW MEETING SESSION HELD IN MARCH OR APRIL (THE DATE VARIES FROM YEAR TO YEAR, DEPENDING ON THE SCHEDULES OF THE MEMBERS). AT THIS REVIEW MEETING, THE SAB COLLECTIVELY RANKS THE APPLICANTS. THIS RANKING IS PRESENTED AT THE REGULAR BOARD OF DIRECTORS MEETING, GENERALLY HELD WITHIN A COUPLE WEEKS OF THE SAB REVIEW MEETING. AT THIS BOARD MEETING, ANRF MEMBERS REVIEW AND VOTE ON THE ANNUAL BUDGET, INCLUDING THE TOTAL OF GRANT AWARDS FOR THE YEAR, BASED ON THE RANKING AND RECOMMENDATIONS FROM THE SAB. THE ANRF'S LARGEST ANNUAL EXPENSE IS THE COLLECTIVE TOTAL OF RESEARCH GRANTS AWARDED. GRANTS ARE PAID IN TWO INSTALLMENTS DURING THE FISCAL YEAR TO THE GRANTEE'S RESEARCH INSTITUTION. THE FIRST PAYMENT OCCURS ON OR BEFORE JUNE 1 WHEN A CHECK FOR 50% OF THE AWARD IS SENT WHILE THE SECOND PAYMENT OCCURS IN EARLY MARCH OF THE FOLLOWING YEAR ONCE THE ANRF HAS RECEIVED A PROGRESS REPORT WHICH IS APPROVED BY THE CHAIR OF THE SAB. THIS PROGRESS REPORT MUST DEMONSTRATE ADHERENCE TO THE SPECIFIC AIMS OUTLINED IN THE ORIGINAL PROPOSAL AND PROGRESS TOWARD THE GOAL. AT THE END OF THE GRANT AWARD TERM, RECIPIENTS MUST SUBMIT A NARRATIVE, FINAL REPORT, IN WHICH THEY DELINEATE THEIR RESEARCH RESULTS AND LIST PUBLICATIONS OR PUBLIC PRESENTATIONS (GENERALLY AT PROFESSIONAL SCIENTIFIC MEETINGS) THAT THEY HAVE GENERATED AS A RESULT OF THE ANRF GRANT AWARD. | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | DEREK BELISLE | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | SON OF HELENE BELISLE | Relationship |
| Amount Of Transaction | 47500 | AmountOfTransaction |
| Description Of Transaction | MARKETING DIRECTOR AND ADMINISTRATIVE ASSISTANT COMPENSATION | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | BOTH THE AUDITED FINANCIAL STATEMENTS AND FORM 990 ARE DISTRIBUTED TO THE MEMBERS OF THE BOARD FOR REVIEW. UPON APPROVAL BY THE BOARD OF DIRECTORS THE EXECUTIVE DIRECTOR SIGNS AND RELEASES THESE DOCUMENTS TO THE PUBLIC AND/OR SUBMITS THE DOCUMENTS TO THE INTERNAL REVENUE SERVICE. | |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICTS OF INTEREST ARE MONITORED CONSTANTLY THROUGH AN ANNUAL WRITTEN CONFIRMATION THAT IS COMPLETED AND SUBMITTED BY ALL BOARD MEMBERS. ADDITIONALLY, ANY POSSIBLE INDICATION OF CONFLICT OF INTERESTS THAT ARE BROUGHT TO THE ATTENTION OF THE BOARD, BOARD MEMBERS, SAB MEMBERS OR THE EXECUTIVE DIRECTOR ARE FURTHER REVIEWED BY THE AUDIT COMMITTEE CHAIR TO DETERMINE WHETHER OR NOT A CONFLICT OF INTEREST EXISTS. THE ANRF IS VIGILANT IN ITS POLICIES WITH REGARDS TO CONFLICT OF INTEREST. AFTER REVIEW BY THE AUDIT COMMITTEE CHAIR, IF THERE ARE REMAINING QUESTIONS AS TO A CONFLICT OF INTEREST, THE ANRF'S COUNSEL WOULD BE CONTACTED AND THE MATTER BROUGHT UP TO ALL INDEPENDENT MEMBERS OF THE BOARD OF DIRECTORS THAT WOULD MAKE THE FINAL DETERMINATION AS TO WHETHER OR NOT A CONFLICT EXISTS. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ANRF'S FINANCE COMMITTEE LEADS THE EXECUTIVE COMPENSATION REVIEW PROCESS. ALL BOARD MEMBERS ARE SURVEYED AS TO THE EXECUTIVE'S PERFORMANCE. THESE SURVEY RESULTS ARE SUMMARIZED. THE ANRF'S FINANCE COMMITTEE THEN LOOKS AT SEVERAL OUTSIDE SOURCES INCLUDING EXECUTIVE COMPENSATION FOR ORGANIZATIONS OF SIMILAR SIZE AS WELL AS OTHER SALARY SURVEYS. WITHOUT THE PRESENCE OF THE EXECUTIVE, THE FINANCE COMMITTEE THEN RECOMMENDS A SALARY TO THE OVERALL BOARD OF DIRECTORS WHO THEN AFTER A GENERAL DISCUSSION MAKES THE FINAL DETERMINATION AS TO THE EXECUTIVE'S COMPENSATION. | |
| FORM 990, PART VI, SECTION C, LINE 19 | ALL REQUESTS FOR THE 990, FORM 1023, AND ORGANIZATIONAL DOCUMENTS SUCH AS FINANCIAL STATEMENTS, CONFLICTS OF INTEREST POLICY, AND GOVERNING DOCUMENTS WILL BE SENT OUT BY REQUEST VIA REGULAR MAIL OR E-MAIL. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -150,130. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART VII | HELENE BELISLE IS BOTH THE TOP MANAGEMENT AND TOP FINANCIAL OFFICER WITHIN THE ORGANIZATION. | BOARD OF DIRECTORS |
Comments