2012-08-09T13:11:10-05:00 2011-12-31 390859910 BAKER TILLY VIRCHOW KRAUSE LLP ONE TOWNE SQUARE SUITE 600 SOUTHFIELD MI 48076 990 2011-01-01 381508581 EPILEPSY FOUNDATION OF MICHIGAN EPIL 2483517979 20300 CIVIC CENTER DRIVE NO 250 SOUTHFIELD MI 48076 ARLENE GORELICK 2483517979 2012-08-03 1 MICHAEL F FENBERG P01284396 2483727300 2011 2016-02-24 21:20:13Z ARLENE GORELICK 20300 CIVIC CENTER DRIVE NO 250 SOUTHFIELD MI 48076 1107958 0 X WWW.EPILEPSYMICHIGAN.ORG X 1948 MI TO PREVENT, CONTROL AND CURE EPILEPSY THROUGH SERVICES, EDUCATION, ADVOCACY, AND RESEARCH 22 22 10 371 0 0 622640 740577 24509 26419 23362 33645 870 3262 671381 803903 0 0 0 0 446721 578970 0 0 19483 279654 323870 726375 902840 -54994 -98937 601109 531777 78074 139685 523035 392092 THE EPILEPSY FOUNDATION OF MICHIGAN ENSURES THAT PEOPLE WITH SEIZURES ARE ABLE TO PARTICIPATE IN ALL LIFE EXPERIENCES; AND WORKS TO PREVENT, CONTROL AND CURE EPILEPSY THROUGH SERVICES, EDUCATION, ADVOCACY, AND RESEARCH. 0 0 472202 26419 INDIVIDUAL & FAMILY SERVICES - PROVIDE A TOLL-FREE HELP LINE, EDUCATIONAL CONFERENCES FOR INDIVIDUALS AND HEALTH PROFESSIONAL, A SUMMER CAMP, EPILEPSY EVENT GATHERINGS, RETREATS, AND PUBLISH A QUARTERLY NEWSLETTER. 255153 COMMUNITY SERVICES - PROVIDE EPILEPSY AWARENESS PRESENTATIONS TO TEACHERS, STUDENTS, POLICE AND SECURITY, CARE PROVIDERS AND EMPLOYERS. EDUCATION TO THE GENERAL PUBLIC THROUGH DISPLAYS, HEALTH FAIRS, AND VARIOUS OTHER MEDIA. 69422 ADVOCACY AND PUBLIC POLICY - THE FOUNDATION HELPS TO PRESERVE THE RIGHTS AND IMPROVE THE QUALITY OF LIFE OF PEOPLE WITH EPILEPSY AND THEIR FAMILIES THROUGH OUR ADVOCACY PROGRAMS, WHICH INCLUDE OUR GRASSROOTS EPILEPSY ACTION NETWORK, ANNUAL LEGISLATIVE BREAKFAST, MICHIGAN KIDS SPEAK UP! AND ONGOING LOBBYING EFFORTS. 796777 1 1 0 1 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 9 0 1 10 1 0 0 0 0 0 0 0 0 0 0 X 22 22 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MI X ARLENE GORELICK 2483512102 20300 CIVIC CENTER DRIVE SUITE 250 SOUTHFIELD MI 48076 GREGORY L BARKLEY 1.00 X 0 0 0 NICK BROGGI 1.00 X 0 0 0 TAMMY CLINGER 1.00 X 0 0 0 JASON CLOSE 1.00 X 0 0 0 MICHAEL L COLLINS 1.00 X 0 0 0 SHARON DORE 1.00 X 0 0 0 DENNIS KEGAN 1.00 X 0 0 0 LUANNE THOMAS EWALD 1.00 X 0 0 0 STEVEN J GUARINI 1.00 X X 0 0 0 JIM HINDS 1.00 X 0 0 0 TODD HOHAUSER 1.00 X X 0 0 0 SHELLEY IRWIN 1.00 X 0 0 0 MARK JOHNSON 1.00 X 0 0 0 STEPHEN KUEHN 1.00 X 0 0 0 SHARON LEENHOUTS 1.00 X 0 0 0 THOMAS PARTCH 1.00 X 0 0 0 CINDY PERSON 1.00 X 0 0 0 RICHARD A POLK 1.00 X X 0 0 0 ILISE ROSEN HALDEMAN 1.00 X 0 0 0 MEL STERNFELD 1.00 X 0 0 0 DELORES GARDNER STOKES 1.00 X 0 0 0 MICHAEL SYTSMA 1.00 X X 0 0 0 JEFFREY WILSON 1.00 X 0 0 0 BRETT YOUKER 1.00 X 0 0 0 ARLENE GORELICK 38.00 X 120310 0 795 120310 0 795 1 0 0 0 0 50507 177493 321093 191484 740577 CAMP REGISTRATION 900099 17372 17372 CONFERENCE REGISTRATIO 900099 4779 4779 TRAINING AND WORKSHOPS 900099 4268 4268 26419 12949 12949 221941 201245 20696 20696 20696 106072 177493 102810 3262 3262 803903 26419 0 36907 121105 108122 10923 2060 374172 334058 33749 6365 16740 14945 1510 285 23193 20707 2092 394 43760 39069 3947 744 10320 8311 1723 286 64267 51364 10645 2258 6891 6108 653 130 57385 48808 7022 1555 9860 9776 84 4433 3594 814 25 5892 4689 500 703 6815 3926 2830 59 EDUCATIONAL EVENTS 80472 80472 EQUIP. RENTAL & MAINT. 28107 24326 3446 335 PRINTING & MAILING 21705 18225 482 2998 DUES & LICENSES 18717 15617 2448 652 9006 4660 3712 634 902840 796777 86580 19483 12781 8546 21798 18545 46925 90059 2362 2362 13524 17960 109243 81760 12869 27483 490850 366822 601109 531777 74574 123985 3500 14000 0 1700 78074 139685 X 509010 382642 14025 9450 523035 392092 601109 531777 X -98937 -32006 X X 0 1 1 X 0 X 555622 979411 642151 622640 740577 3540401 555622 979411 642151 622640 740577 3540401 315484 3224917 19568 19342 15799 13520 12949 81178 265158 20167 20085 25379 29681 360470 3982049 0.80990 0.73230 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 1 57 0 0 1 2400 1 194 1 2651 0 EXPLANATION OF OTHER LOBBYING ACTIVITIES: PART II-B, LINE 1I: ON THE STATE LEVEL, THE EPILEPSY FOUNDATION OF MICHIGAN WORKED TO MAINTAIN MANDATORY MOTOR CYCLE HELMET LAW. WE ALSO WORKED FOR THE PASSAGE OF LEGISLATION ON PATIENT SAFETY, CALLING FOR PHARMACISTS TO DISCUSS CHANGES IN FORMULATIONS OF MEDICATION WITH THE PATIENT AND PHYSICIAN. IN ADDITION, WE HELD OUR ANNUAL LEGISLATIVE RECOGNITION BREAKFAST IN LANSING TO PROMOTE OUR LEGISLATIVE AGENDA, INCLUDING EDUCATING LEGISLATORS ABOUT THE NEED FOR LEGISLATION TO PREVENT SWITCHING OF MEDICATION BY PHARMACIES WITHOUT CONSENT OF A DOCTOR AND PATIENT. ON THE FEDERAL LEVEL, THE EPILEPSY FOUNDATION OF MICHIGAN ADVOCATED FOR: INCREASING THE FEDERAL BUDGET FOR HEALTH AND EDUCATION PROGRAMS INCLUDING CENTER FOR DISEASE CONTROL'S PROGRAMS FOR EPILEPSY, AND FOR THE RE-AUTHORIZATION OF THE AMERICANS WITH DISABILITY ACT. WE WORKED TO MAINTAIN A STATUTE PASSED IN 2004 THAT ASSURES ACCESS TO ALL EPILEPSY MEDICATIONS FOR PEOPLE WITH EPILEPSY IN THE MEDICAID PROGRAM. 109243 81760 27483 27483 COMMON STOCKS 123040 F MUTUAL FUNDS 102084 F GOVERNMENT BONDS 85575 F CORPORATE BONDS 56123 F 366822 SHORT TERM LOANS 1700 1700 803903 902840 -98937 -26392 -5614 -32006 -130943 773955 -26392 2058 -24334 798289 5614 5614 803903 904898 2058 2058 902840 0 902840 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: ON JANUARY 1, 2009, THE FOUNDATION ADOPTED A STANDARD RELATED TO THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THE TAX EFFECTS FROM AN UNCERTAIN TAX POSITION CAN BE RECOGNIZED IN THE FINANCIAL STATEMENTS, ONLY IF THE POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED ON AUDIT, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE FOUNDATION RECOGNIZES THE FINANCIAL STATEMENT BENEFIT OF A TAX POSITION ONLY AFTER DETERMINING THAT THE RELEVANT TAX AUTHORITY WOULD MORE LIKELY THAN NOT SUSTAIN THE POSITION FOLLOWING AN AUDIT. FOR TAX POSITIONS MEETING THE MORE LIKELY THAN NOT THRESHOLD, THE AMOUNT RECOGNIZED IN THE FINANCIAL STATEMENTS IS THE LARGEST BENEFIT THAT HAS A GREATER THAN 50 PERCENT LIKELIHOOD OF BEING REALIZED, UPON ULTIMATE SETTLEMENT WITH THE RELEVANT TAX AUTHORITY. AT THE ADOPTION DATE, THE FOUNDATION APPLIED THE NEW ACCOUNTING STANDARD TO ALL TAX POSITIONS FOR WHICH THE STATUTE OF LIMITATIONS REMAINED OPEN. THE FOUNDATION DID NOT MAKE ANY ADJUSTMENT TO OPENING RETAINED EARNINGS AS A RESULT OF THE IMPLEMENTATION OF THE NEW ACCOUNTING STANDARD. BASED ON ITS EVALUATION, THE FOUNDATION HAS CONCLUDED THAT THERE ARE NO SIGNIFICANT UNCERTAIN TAX POSITIONS REQUIRING RECOGNITION IN ITS FINANCIAL STATEMENTS. THE FOUNDATION'S POLICY IS TO RECOGNIZE INTEREST AND PENALTIES RELATED TO INCOME TAX ISSUES AS COMPONENTS OF INCOME TAX EXPENSE. DURING THE YEAR ENDED DECEMBER 31, 2011, THE FOUNDATION DID NOT RECOGNIZE ANY INTEREST OR PENALTIES. THE FOUNDATION HAD NO ACCRUAL FOR INTEREST OR PENALTIES AS OF DECEMBER 31, 2011 AND 2010, RESPECTIVELY. THE FOUNDATION IS NO LONGER SUBJECT TO U.S. FEDERAL INCOME TAX EXAMINATIONS BY THE INTERNAL REVENUE SERVICE FOR THE YEARS BEFORE 2009. THE FOUNDATION IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTION. STROLL 119422 74750 44672 11802 1400 8938 TOAST HOPE 133125 83328 49797 3619 14265 1235 51019 1 31018 19415 11603 2132 8400 283565 177493 106072 15421 14265 4767 68357 102810 3262 X 0 0 0 0 0 0 0 0 0 X WINE AND GIFT CERTIFICATES 41 41682 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE EPILEPSY FOUNDATION OF MICHIGAN'S FORM 990 IS REVIEWED BY THE FOUNDATION'S AUDIT COMMITTEE. THE FILE IS TRANSMITTED TO THE COMMITTEE MEMBERS VIA E-MAIL. THE COMMITTEE MEMBERS PROVIDE FINAL APPROVAL OF THE FORM 990 VIA E-MAIL OR VERBAL COMMUNICATION. THE FOUNDATION'S OUTSIDE AUDITORS RECEIVE AUTHORIZATION TO FILE THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C THE EPILEPSY FOUNDATION OF MICHIGAN'S CONFLICT OF INTEREST POLICY IS REVIEWED THROUGHOUT THE YEAR DURING THE QUARTERLY BOARD MEETINGS AND AS NEEDED IF A QUESTION ARISES. FORM 990, PART VI, SECTION B, LINE 15 THE EPILEPSY FOUNDATION OF MICHIGAN HAS AN EXECUTIVE COMMITTEE THAT REVIEWS COMPARATIVE DATA FOR DETERMINING COMPENSATION OF THE PRESIDENT OF THE FOUNDATION. FORM 990, PART VI, SECTION C, LINE 19 ANNUAL REPORT IS AVAILABLE ON THE EPILEPSY FOUNDATION OF MICHIGAN WEBSITE. OTHER DOCUMENTS ARE AVAILABLE UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -26,392. INVESTMENT EXPENSES: -5,614. TOTAL TO FORM 990, PART XI, LINE 5: -32,006. FORM 990, PART XI, LINE 2C THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THERE HAS BEEN NO CHANGE IN THE PROCESS BY WHICH THE COMMITTEE PERFORMS THIS OVERSIGHT AND SELECTS ITS INDEPENDENT ACCOUNTANT.