AMERICAN LUNG ASSOCIATION: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN LUNG ASSOCIATION (EIN 13-1632524)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-02-10
- IRS object ID
- 201130419349300218
- Schema version
- 2009v1.7
- 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 | 2011-02-10T10:47:28-06:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | O'Connor Davies Munns & Dobbins LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 East 42nd Street 36th Fl | AddressLine1 |
| City | New York | City |
| State | NY | State |
| ZIP Code | 101653698 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131632524 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | American Lung Association | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | AMER | NameControl |
| Phone | 2123158700 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 Wall Street No 8C | AddressLine1 |
| City | New York | City |
| State | NY | State |
| ZIP Code | 10005 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ADRIENNE GLASGOW | Name |
| Title | CFO | Title |
| Phone | 2123158700 | Phone |
| Date Signed | 2011-02-10 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2122862600 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | ADRIENNE GLASGOW | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 Wall Street No 8C | AddressLine1 |
| City | New York | City |
| State | NY | State |
| ZIP Code | 10005 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 58580179 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | www.lungusa.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1918 | YearFormation |
| State Legal Domicile | ME | StateLegalDomicile |
| Activity Or Mission Description | THE MISSION OF THE AMERICAN LUNG ASSOCIATION IS TO SAVE LIVES BY IMPROVING LUNG HEALTH AND PREVENTING LUNG DISEASE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 24 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 24 | NbrIndependentVotingMembers |
| Total Nbr Employees | 114 | TotalNbrEmployees |
| Total Nbr Volunteers | 335000 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 49063592 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 18197281 | ContributionsGrantsCurrentYear |
| Program Service Revenue CY | 27977401 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -1483663 | InvestmentIncomePriorYear |
| Investment Income Current Year | 851200 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 215419 | OtherRevenuePriorYear |
| Other Revenue Current Year | 747614 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 47795348 | TotalRevenuePriorYear |
| Total Revenue Current Year | 47773496 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 6358649 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 5848208 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 8995365 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 8388484 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 690188 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 36517884 | OtherExpensePriorYear |
| Other Expenses Current Year | 33314059 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 51871898 | TotalExpensesPriorYear |
| Total Expenses Current Year | 47550751 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -4076550 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 222745 | RevenuesLessExpensesCY |
| Total Assets BOY | 27777434 | TotalAssetsBOY |
| Total Assets EOY | 28345476 | TotalAssetsEOY |
| Total Liabilities BOY | 20087201 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 20687576 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 7690233 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 7657900 | NetAssetsOrFundBalancesEOY |
| Mission Description | The American Lung Association's mission is to save lives by improving lung health and preventing lung disease, with the ultimate vision of a world free of lung disease. The National Headquarters of the American Lung Association fights lung disease through its own activities and by servicing, supporting, and leading its local Lung Associations. Among its varied responsibilities, the National Headquarters:*Funds research into the causes, prevention, and cures of lung disease. *Advocates at the national level for policies that protect lung health, including fighting for healthy air. *Provides a broad array of health educational programs and services to support smoking cessation, help prevent lung disease and to assist people with lung disease in better managing their condition.*Supports local Lung Associations' implementation of health educational programs and dissemination of educational material.[SEE CONTINUATION OF MISSION STATEMENT ON PAGE 57 OF THE RETURN ON SCHEDULE O] | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 17783216 | Expense |
| Grants | 497897 | Grants |
| Revenue | 13988701 | Revenue |
| Description | PUBLIC HEALTH EDUCATIONEvery year, the American Lung Association helps people manage their lung disease, overcome their nicotine addiction, and live healthier lives. The two key components of the National Headquarters' work are supporting our network of local Lung Associations and developing lung health education materials for the public. Local Lung Associations rely on us to develop health programs and provide expert training, guidance and materials to support their mission outreach. We are also a trusted resource where the public can find information on myriad lung diseases, make treatment decisions, and get support and tools to manage their conditions or care for a loved one. This past year we provided a wide array of services to help prevent and treat lung disease.In 2009-10 we substantially advanced this mission, touching lives from coast to coast.Lung Disease:Connected Patient and Families with Expert Advice:- In all of our programs and health education materials, people with questions about lung health are referred to the American Lung Association's Lung HelpLine at 1-800-LUNG-USA. In 2010, the nurses and respiratory therapists who staff the Lung HelpLine answered almost 100,000 calls on topics ranging from clean air to helping a family member quit smoking.Matched Lung Cancer Patients with Help:- The Lung Cancer Clinical Trials Matching Service is specifically designed for lung cancer patients and their families and is being conducted in collaboration with twelve lung cancer advocacy organizations. This service provides personalized education and helps to identify clinical trial options based on a person's specific diagnosis, stage and treatment history. Each person is also assigned a specially trained Clinical Trials Navigator who serves as a guide though the process.Provided Easy Way to Assist Lung Disease Patients:-The American Lung Association provides "My Fighting for Air Community" (http://lungusa.lotsahelpinghands.com/caregiving/home/), a free and easy way for people with lung disease and their families to receive support from those that care about them. Users can create private, secure web pages to post updates on medical matters and other aspects of their lives. They can also use a "care coordination calendar" to post a list of items for which they need help, like transportation, meals or household chores. Friends and family members can then sign up to assist the patient with those tasks.Highlighted Disparities in Lung Health:-This year, we introduced a new series of reports that spotlight groups disproportionately affected by lung disease in our society. Too Many Cases, Too Many Deaths focused on the elevated rate of lung cancer in the African American population. Smoking Out a Deadly Threat, our lung disparity report investigated the possible causes of and solutions to the high rate of tobacco use in lesbian, gay, bisexual and transgender (LGBT) communities. Tobacco:Helped Thousands of Smokers to Quit:- The American Lung Association's "Freedom From Smoking(R)" and "Not-On-Tobacco(R)" (N-O-T) have helped hundreds of thousands of teen and adult smokers quit. Each program guides the smokers through the quitting process, helping them to determine their smoking pattern, create an individualized quit plan and navigate the first few weeks as a nonsmoker. In FY2010, the two programs helped around 25,000 smokers end their addiction to nicotine and transition to a new, smokefree lifestyle.Extended Our Online Reach:- We unveiled a "Freedom From Smoking(R)" Online in October 2009. The updated site features expanded social networking capabilities, downloadable relaxation exercises and improved navigation. It also provides members with a space to blog about their experiences, ask questions, and give support to one another as they go through the process of quitting smoking. The site includes resources for pregnant and postpartum women. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 11308857 | Expense |
| Grants | 0 | Grants |
| Revenue | 10071864 | Revenue |
| Description | FIELD FUNDRAISINGThe American Lung Association's Planned Giving team focuses its work on assisting with field development by providing support to the ALA chartered regional associations. This support includes training local staff to be effective planned giving fundraisers; helping develop annual regional work plans; being informed on local follow up activities pertaining to requests from donors for planned giving information; reviewing quarterly reports on planned giving income and bequest notifications; sending reports to regional CEOs on the planned giving work in their geographic areas.A variety of National staff provide Special Events support to the ALA chartered regional associations. This support is designed to assist in the development, marketing and implementation of events and promotions strategies. Among the assistance provided are planning (goal setting, strategic review, development of template material, feasibility studies); training (monthly conference calls, best practice staff training, listserv based materials, staff training calls, etc.); implementation (sponsorship calls, recruitment, event attendance/participation); coaching (staff, leadership, volunteers); coordination of collateral; providing a national incentive program; solicit national sponsors/teams; facilitate and integrate e-commerce platforms; and evaluation of new events. The primary focus is to increase the Chartered Associations net revenue and fully integrate best practice strategies into the overall work plan.The Major Gifts team works with the ALA chartered regional associations on joint funding prospects and provides one-on-one assistance when requested. Among the support activities are compilation of research lists and development of research profiles; evaluation of funding proposals; strategic advice regarding funding initiatives and prospects; providing training at staff meetings and conference calls.The Direct Response team develops and implements campaign plans for all direct mail appeals, telemarketing campaigns and the residential program in conjunction with our direct response consulting agency. All funds generated are deposited directly into local association accounts on a regular (weekly or bi-weekly) basis with detailed reports by campaign for the current period and YTD. Local associations are billed monthly for direct response expenses and quarterly for a 30% share of the net income generated by the programs. Associations are provided with a budget for each program along with cash flow and billing schedules, as well as quarterly updates on actual performance. Billed expenses are reconciled to actual costs at the end of the fiscal year. Images of all rollout mailing packages are posted on LungNet for reference by local associations. Monthly direct response calls or meetings are conducted to which all local CEOs are invited to participate for updates on the program and any issues or questions that arise. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 6017545 | Expense |
| Grants | 5153022 | Grants |
| Revenue | 2517966 | Revenue |
| Description | RESEARCHFunding research has been a cornerstone of the Lung Association's fight against lung disease for more than a century. In 2009-10, our donors again made it possible to fund high quality researchers seeking treatments and cures for an array of lung diseases from asthma to lung cancer. Our Nationwide Research Awards and Grants Program fosters laboratory and patient-centered and social behavior research to prevent, treat and hopefully find a cure for all lung diseases. In 2009-10, our program funded 55 grants to further promising, cutting-edge research. Additional support in funding this year's research program came from partnerships with Alpha-1 Foundation, LUNGevity Foundation, the CHEST Foundation, NTM Info and the National Sleep Foundation. The Lung Association's Asthma Clinical Research Centers Network (ACRC) continues to contribute major improvements to asthma treatments through a network of 18 clinical centers throughout the country. In 2009-10, ongoing ACRC research centered on two major questions: what is the interaction between acid reflux and asthma in children, is methacholine challenge still a sensitive test in the diagnosis and/or confirmation of asthma. Two ACRC manuscripts, TAPE and SIRNA were published in the Journal of Allergy and Immunology and CHEST, respectively. The TAPE trial found that neither the presence of a placebo nor enhancing patients expectancy about the effectiveness of a drug had an effect on lung function. However, study participants in the placebo with enhanced messages group reported an improvement in their asthma symptoms despite no improvement in lung function. The SIRNA trial developed a simple and reliable five-item questionnaire that could accurately screen for sinonasal disease, reducing the need for expensive CT scans and invasive endoscopy. | Description |
Activity Other ActivityOther (2 entries)
| ExpenseExpense | GrantsGrants | RevenueRevenue | DescriptionDescription |
|---|---|---|---|
| 5985213 | 197289 | 1398870 | AdvocacyEvery year, the American Lung Association fights for public policies to protect your right to breathe healthy air, free of air pollution or tobacco smoke. In FY 2010, our advocacy efforts again yielded important victories.Healthy Air:-The Lung Association won a crucial victory in January when the EPA set stronger emissions standards for nitrogen dioxide, which will protect communities along major roads and highways. Lung Association volunteers testified in Arlington, VA, Houston, and Sacramento in February to support the EPA's proposal to lower the nation's limit on ozone pollution. For those living near major seaports, the Lung Association advocated for EPA's new rules, enacted in April, for ocean-going vessels to use cleaner fuel and emissions control technology. The EPA's new sulfur dioxide standard, enacted in June, will provide additional public health protection near industrial facilities. Our State of the Air 2010 report acknowledged progress against air pollution in many areas, but found that nearly six out of ten Americans live in areas where air pollution levels endanger lives. This eleventh annual report also found that nearly every major city was still burdened by air pollution, although most of the cities with the highest ozone and short-term particle levels reduced their pollution levels. The State of the Air report (www.stateoftheair.org) included a national air quality "report card" that assigned A-F grades to communities across the country. It also ranks cities and counties most affected by the most widespread types of pollution, ozone and particle pollution, and details trends for the most polluted cities over the past decade.Health Care:-The American Lung Association fought for expanded access to quit-smoking treatments under the landmark Patient Protection and Affordable Care Act (PPACA). The law extends health insurance coverage to millions of Americans who are currently uninsured -- including those with lung disease. The law puts a major emphasis on prevention and management of chronic diseases including COPD and asthma. Asthma:-The American Lung Association hosted a day-long workshop in June to develop strategies for national opportunities for improving healthy housing, including the adoption of smokefree public housing to help improve the asthma of especially vulnerable people. Tobacco Control:The American Lung helped ensure that FDA is moving forward with the new law that gives the U.S. Food and Drug Administration (FDA) effective authority to regulate tobacco products' manufacture, distribution, and sale to protect the public health. A new Center for Tobacco Products at FDA in September 2009 banned the sale of candy and fruit flavored cigarettes that targeted children and teens. In June, the FDA forbid companies from using misleading descriptors in the names of their cigarettes, such as light, low and mild. Also in June, new restrictions took effect that eliminated cigarette vending machines, tobacco branded products like t-shirts and hats and banned free cigarette samples as part of a suite of requirements to block the sale, marketing and promotion of tobacco products to children. In November 2009, we issued our 2nd annual comprehensive look at state coverage of tobacco cessation treatment, Helping Smokers Quit: State Cessation Coverage. The report showed states are missing a big opportunity to help smokers quit and to save themselves money by covering comprehensive tobacco treatments. State of Tobacco Control 2009 graded the strength of state and federal laws to protect citizens from tobacco-caused illnesses at the heart of Americas chronic disease crisis. The report found that the federal government and most states failed to enact critical policy measures to protect people from deadly tobacco products. No state received all A's and six states received all F's. Our 2009 State Legislated Actions on Tobacco Issues report and online database provided the data that underpins the State of Tobacco Control report.Kansas and Michigan met our Smokefree Air Challenge, making the total 27 states as well as the District of Columbia with comprehensive laws protecting people from exposure to deadly secondhand smoke. Eight additional states have strong, but not fully comprehensive laws. |
| SUPPORT OF AMERICAN LUNG ASSOCIATION CHARTERED ASSOCIATIONSThe American Lung Association national headquarters supports its 10 chartered associations through coaching, training, consultation and technical assistance. American Lung Association staff and volunteers throughout the country are provided skill-building and other learning opportunities to help them successfully deliver the American Lung Association's mission. Through implementation of these staff learning and volunteer development offerings, chartered associations are kept current on best practices in lung health programs and delivery, advocacy, financial management, fundraising, leadership development and volunteer management. One-on-one coaching and consultation by national headquarters staff is offered as needed or requested. Individual discipline groups (e.g. chief executive officers, chief financial officers, chief development officers, program managers, etc.) meet regularly with national headquarters peers to share ideas, problem-solve, and network.The American Lung Association conducts a nationwide volunteer and staff recognition program. Volunteers and staff are recognized on an ongoing basis for outstanding performance. An annual recognition ceremony is held at a meeting of the American Lung Association Board of Directors and Nationwide Assembly where awards for highest achievement are given in specific categories.The American Lung Association Board of Directors provides strategic direction for the national headquarters and its chartered associations. Coordination and monitoring of national and chartered association strategic alignment is provided through a Board-approved metric-based performance management system.The American Lung Association Board of Directors is responsible for oversight of chartered association compliance to policies and performance standards. Assistance is provided by the national headquarters to those chartered associations that do not meet requirements and/or standards. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 5985213 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 197289 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 1398870 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 41094831 | 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 |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| 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 | 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 | 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 |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 27 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 114 | 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 |
| Form8899 Filed | 0 | Form8899Filed |
| Form1098 C Filed | 0 | Form1098CFiled |
| Nbr Voting Governing Body Members | 24 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 24 | 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 | 1 | LocalChapters |
| Policies Reference Chapters | 1 | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | AL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | DC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | GA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | HI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ME | 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 | 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 | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NM | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | 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 | WI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WV | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | ADRIENNE GLASGOW CFO | NamePerson |
| Telephone Number | 2123158762 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 WALL STREET SUITE 8C | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10005 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (36 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| Lee A Baggott MD FCC | ||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |||
| Christine L Bryant | ||||||||
| Secretary/Treasurer | 8.00 | X | 0 | 0 | 0 | X | ||
| Timothy D Byrum MSN C | ||||||||
| BoaRD MEMBER | 2.00 | X | 0 | 0 | 0 | |||
| Arthur A Cerullo JD | ||||||||
| assembly Speaker | 2.00 | X | 0 | 0 | 0 | |||
| John F Emanuel JD | ||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |||
| KathRYN A FORBES CPA | ||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |||
| Michael A Gardner | ||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |||
| Adam S Goldberg Esq | ||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |||
| H James Gooden | ||||||||
| boaRD MEMBER | 4.00 | X | 0 | 0 | 0 | |||
| VirGINIA L HALL | ||||||||
| boaRD MEMBER | 2.00 | X | 0 | 0 | 0 | |||
| ElIZABETH BAKER KEFFER | ||||||||
| boaRD MEMBER | 2.00 | X | 0 | 0 | 0 | |||
| Ross P Lanzafame | ||||||||
| Assembly Speaker | 2.00 | X | 0 | 0 | 0 | |||
| JeNNY H LEE | ||||||||
| boaRD MEMBER | 2.00 | X | 0 | 0 | 0 | |||
| Edward Miller | ||||||||
| CLAS President | 2.00 | X | 0 | 0 | 0 | |||
| Leslie M Newman JD | ||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |||
| Stephen J Nolan Esq | ||||||||
| Past Chair | 2.00 | X | 0 | 0 | 0 | |||
| Shola Oyewole | ||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |||
| Mary H Partridge | ||||||||
| Chair | 6.00 | X | 0 | 0 | 0 | X | ||
| Albert A Rizzo MD | ||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |||
| Frank Scott Rotruck | ||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |||
| E Neil Schachter | ||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |||
| Robert G Tweel | ||||||||
| boaRD MEMBER | 2.00 | X | 0 | 0 | 0 | |||
| Dean A Zerbe JD LL | ||||||||
| boaRD MEMBER | 2.00 | X | 0 | 0 | 0 | |||
| James L McDaniel | ||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |||
| DON AWERKAMP | ||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |||
| Charles D CONNOR | ||||||||
| PRESIDENT & CEO | 35.00 | 328289 | 0 | 44998 | X | |||
| Adrienne Glasgow - CFO | ||||||||
| employ began 11/09/09 | 35.00 | 30385 | 0 | 2290 | X | |||
| Kim A SCHWARTZ-vp CFO | ||||||||
| employ ended 11/12/09 | 35.00 | 268085 | 0 | 32783 | X | |||
| B SUSAN DAVIS | ||||||||
| Chief DEVELOP OFFICER | 35.00 | 201000 | 0 | 35933 | X | |||
| Bernadette Toomey- Pres | ||||||||
| & CEO - term 12/2008 | 35.00 | 356686 | 0 | 0 | X | |||
| Susan J RAPPAPORT | ||||||||
| VP of Research & Program | 35.00 | 168027 | 0 | 40131 | X | |||
| JanET WIDMER | ||||||||
| VP of Field Support | 35.00 | 174162 | 0 | 39723 | X | |||
| PauL BILLINGS | ||||||||
| VP of National Policy & | 35.00 | 168533 | 0 | 22114 | X | |||
| DelIA NAUGHTON | ||||||||
| VP of Business | 35.00 | 135711 | 0 | 27026 | X | |||
| RusSELL BURWELL | ||||||||
| VP of Data & Technology | 35.00 | 135774 | 0 | 27050 | X | |||
| Carrie Martin | ||||||||
| VP of Communications | 35.00 | 142173 | 0 | 27922 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2108825 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 299970 | TotalOtherCompensation |
| Number Individuals GT100 K | 14 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Moore Wallace | |||||
| PO Box 93514 | ChICAGO | IL | 60673 | Marketing | 3782738 |
| Quadgraphics Inc | |||||
| 4333 DAVENPORT ROAD | fREDERICKSBURG | VA | 22408 | Printing | 3437544 |
| LABEL TECH INC | |||||
| 16 INTERSTATE DRIVE | SOMERSWORTH | NH | 03878 | PRINTING | 2668718 |
| RR Donnelly Response Marketing Services | |||||
| 135 S LaSalle | ChICAGO | IL | 60673 | Marketing | 2175282 |
| Infocision Management Corp | |||||
| 325 Springside Drive | Akron | OH | 44333 | Telemarketing | 1903794 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 40 | NumberOfContractorsGT100K |
| Membership Dues | 31881 | MembershipDues |
| Government Grants | 796159 | GovernmentGrants |
| All Other Contributions | 17369241 | AllOtherContributions |
| Total Contributions | 18197281 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | direct response rev fr | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 27977401 | TotalRevenueColumn |
| Related Or Exempt Function Income | 27977401 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 27977401 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 371289 | TotalRevenueColumn |
| Exclusion | $371,289 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 614448 | TotalRevenueColumn |
| Exclusion | $614,448 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 11286594 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 10806683 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 479911 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 479911 | TotalRevenueColumn |
| Exclusion | $479,911 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER REVENUE | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 133166 | TotalRevenueColumn |
| Exclusion | $133,166 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 133166 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 47773496 | TotalRevenueColumn |
| Related Or Exempt Function Income | 27977401 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,598,814 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5848208 | Total |
| Program Services | 5848208 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1681948 | Total |
| Program Services | 759609 | ProgramServices |
| Management And General | 786628 | ManagementAndGeneral |
| Fundraising | 135711 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4689811 | Total |
| Program Services | 2950961 | ProgramServices |
| Management And General | 1482720 | ManagementAndGeneral |
| Fundraising | 256130 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 760806 | Total |
| Program Services | 443017 | ProgramServices |
| Management And General | 270999 | ManagementAndGeneral |
| Fundraising | 46790 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 805438 | Total |
| Program Services | 469007 | ProgramServices |
| Management And General | 286897 | ManagementAndGeneral |
| Fundraising | 49534 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 450481 | Total |
| Program Services | 262315 | ProgramServices |
| Management And General | 160461 | ManagementAndGeneral |
| Fundraising | 27705 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 888319 | Total |
| Management And General | 888319 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 92055 | Total |
| Management And General | 92055 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 215494 | Total |
| Program Services | 215494 | ProgramServices |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 48329 | Total |
| Management And General | 48329 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3809779 | Total |
| Program Services | 3582490 | ProgramServices |
| Management And General | 227289 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 314827 | Total |
| Program Services | 314827 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 535979 | Total |
| Program Services | 357471 | ProgramServices |
| Management And General | 154711 | ManagementAndGeneral |
| Fundraising | 23797 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 305856 | Total |
| Program Services | 179413 | ProgramServices |
| Management And General | 100813 | ManagementAndGeneral |
| Fundraising | 25630 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1286242 | Total |
| Program Services | 720513 | ProgramServices |
| Management And General | 471441 | ManagementAndGeneral |
| Fundraising | 94288 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 521274 | Total |
| Program Services | 410994 | ProgramServices |
| Management And General | 110280 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 372265 | Total |
| Program Services | 299721 | ProgramServices |
| Management And General | 72544 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 176370 | Total |
| Program Services | 103457 | ProgramServices |
| Management And General | 58133 | ManagementAndGeneral |
| Fundraising | 14780 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 115037 | Total |
| Program Services | 69733 | ProgramServices |
| Management And General | 36121 | ManagementAndGeneral |
| Fundraising | 9183 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| ASSOC PUB AW & FLD SUPP | 23981361 | 23981361 | ||
| Bad Debt Expenses | 491872 | 491872 | ||
| MisCELLANEOUS | 156717 | 124901 | 25367 | 6449 |
| Service Charges | 2283 | 1339 | 753 | 191 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 47550751 | Total |
| Program Services | 41094831 | ProgramServices |
| Management And General | 5765732 | ManagementAndGeneral |
| Fundraising | 690188 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 140907 | BOY |
| EOY | 162222 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8843129 | BOY |
| EOY | 9283322 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8130218 | BOY |
| EOY | 4149762 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 791981 | BOY |
| EOY | 142564 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 990880 | BOY |
| EOY | 746881 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 2715675 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 2266708 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 548395 | BOY |
| EOY | 448967 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7074560 | BOY |
| EOY | 12014575 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1257364 | BOY |
| EOY | 1397183 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27777434 | BOY |
| EOY | 28345476 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3433352 | BOY |
| EOY | 2199083 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2542055 | BOY |
| EOY | 2530340 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1772733 | BOY |
| EOY | 1618561 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3030274 | BOY |
| EOY | 2579183 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9308787 | BOY |
| EOY | 11760409 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20087201 | BOY |
| EOY | 20687576 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5343566 | BOY |
| EOY | 5068395 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 549024 | BOY |
| EOY | 791862 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1797643 | BOY |
| EOY | 1797643 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7690233 | BOY |
| EOY | 7657900 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27777434 | BOY |
| EOY | 28345476 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
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 | 20957733 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 24681358 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 13991885 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 14100696 | CurrentTaxYearMinus1Year |
| Current Tax Year | 18165400 | CurrentTaxYear |
| Total | 91897072 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 20957733 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 24681358 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 13991885 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 14100696 | CurrentTaxYearMinus1Year |
| Current Tax Year | 18165400 | CurrentTaxYear |
| Total | 91897072 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 1689642 | AmountsSubstContributorsTotal |
| Public Support Total170 | 90207430 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1871260 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2435520 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1454604 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 584295 | CurrentTaxYearMinus1Year |
| Current Tax Year | 985737 | CurrentTaxYear |
| Total | 7331416 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 44413 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 52144 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 121136 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 101141 | CurrentTaxYearMinus1Year |
| Current Tax Year | 133166 | CurrentTaxYear |
| Total | 452000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 99680488 | TotalSupport |
| Gross Receipts From Admissions Etc | 143407179 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.90500 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.96530 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| General Explanation | Schedule A, Part IV, Supplemental Information: SCHEDULE A, PART II, SECTION B, LINE 10, EXPLANATION FOR OTHER INCOME: OTHER INCOME CONSIST OF MISCELLANEOUS SERVICE FEES. | GeneralExplanation |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 1 | Volunteers |
| Paid Staff Or Management | 1 | PaidStaffOrManagement |
| Media Advertisements | 1 | MediaAdvertisements |
| Mailings Members | 1 | MailingsMembers |
| Mailings Members | $13,777 | MailingsMembersAmount |
| Publications Or Broadcast | 1 | PublicationsOrBroadcast |
| Publications Or Broadcast | $21,030 | PublicationsOrBroadcastAmount |
| Grants Other Organizations | 1 | GrantsOtherOrganizations |
| Grants Other Organizations | $5,625 | GrantsOtherOrganizationsAmount |
| Direct Contact Legislators | 1 | DirectContactLegislators |
| Direct Contact Legislators | $156,843 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | 1 | RalliesDemonstrations |
| Rallies Demonstrations | $2,253 | RalliesDemonstrationsAmount |
| Other Activities | 1 | OtherActivities |
| Other Activities | $15,966 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 215494 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part II-B, Line 1i: | Identifier |
| Return Reference | Explanation of Other Lobbying Activities: | ReturnReference |
| Explanation | THE AMERICAN LUNG ASSOCIATION VOLUNTEERS AND STAFF ENGAGE IN A WIDE RANGE OF ADVOCACY ACTIVITIES TO FURTHER OUR MISSION TO SAVE LIVES BY IMPROVING LUNG HEALTH AND PREVENTING LUNG DISEASE. OUR WORK INCLUDES EFFORTS TO EDUCATE MEMBERS OF CONGRESS, THEIR STAFF AND THE PUBLIC ON LUNG HEALTH ISSUES. WE ADVOCATE FOR CLEAN, HEALTHY AIR TO REDUCE THE HEALTH IMPACTS OF AIR POLLUTION. WE FOCUS ON SUPPORTING THE IMPLEMENTATION AND STRENGTHENING OF the Nation's CLEAN AIR LAWS. WE STRONGLY SUPPORT LUNG HEALTH RESEARCH FUNDING INCLUDING FUNDING FOR LUNG CANCER, CHRONIC OBSTRUCTIVE PULMONARY DISEASE, ASTHMA, TUBERCULOSIS AND OTHER LUNG DISEASES. FURTHERMORE, THE American LUNG ASSOCIATION VOLUNTEERS AND STAFF ACTIVELY ADVOCATE IN WASHINGTON D.C. AND IN THE STATES FOR TOBACCO CONTROL LAWS INCLUDING EFFORTS TO REGULATE TOBACCO PRODUCTS, PROMOTE SMOKING CESSATION AND ELIMINATE EXPOSURES TO SECONDHAND SMOKE. | Explanation |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1797643 | BeginningOfYearBalance |
| End Of Year Balance | 1797643 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1797463 | BeginningOfYearBalance |
| Contributions | 180 | Contributions |
| End Of Year Balance | 1797643 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 178430 | OtherCostOrOtherBasis |
| Depreciation | 97638 | Depreciation |
| Book Value | 80792 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1673533 | OtherCostOrOtherBasis |
| Depreciation | 1594981 | Depreciation |
| Book Value | 78552 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 863712 | OtherCostOrOtherBasis |
| Depreciation | 574089 | Depreciation |
| Book Value | 289623 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 448967 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (2 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| BENEFICIAL INTEREST IN ASSETS HELD BY CONSTITUENTS | 1217089 |
| OTHER ASSETS | 180094 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 1397183 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (6 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DUE TO CHARTERED AND CONSTITUENT ASSOCIATIONS | $2,272,872 |
| Other liabilities | $2,546,872 |
| ACCRUED PENSION AND RETIREE LIFE INSURANCE LIABILITY | $5,473,531 |
| ACCRUED VACATION EXPENSES | $580,775 |
| ACCRUED ANNUITIES | $496,173 |
| DEFERRED RENT | $390,186 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 11760409 | TotalOfAmounts |
| Total Revenue | 47773496 | TotalRevenue |
| Total Expenses | 47550751 | TotalExpenses |
| Excess Or Deficit For Year | 222745 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 95510 | NetUnrealizedGLOnInvestments |
| Other | -$350,588 | OtherAmount |
| Total Adjustments | -255078 | TotalAdjustments |
| Excess Or Deficit Per FS | -32333 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 55284490 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 95510 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 7415484 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 7510994 | RevenueNotRptdF990 |
| Revenue Subtotal | 47773496 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 47773496 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 54966235 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 7415484 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 7415484 | ExpensesNotRptdF990 |
| Expenses Subtotal | 47550751 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 47550751 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part V, Line 4: | Description of Intended Use of Endowment Funds: | Permanently restricted net assets are primarily dedicated to supporting research scholars in interstital related lung diseases. Dalsemer Endowment: In 1983 Leonard Dalsemer, the John A. Hartford Foundation, and the Wheelabrator Foundation endowed the National Office with $500 thousand (the corpus) to fund research to find a cure for interstitial lung disease. The earnings on the corpus are to fund an annual research award in a minimal amount of $30 thousand. The term of each award is three years. Annual expenditures are limited to 6% of the fair market value of the endowment. The American Lung Association is to strive to grow the endowment by soliciting additional donor contributions. The award is only to be conferred when the review committee deems the proposed research meritorious. Mary Fuller Russell Research Fund: In a settlement entered by American Lung Association of New Hampshire (ALANH) and National Office (ALA) on July 9, 2003, ALANH has agreed to set aside, as a segregated fund, within its endowment fund, the sum of $1,297,643 representing ALA's 10% share, and to maintain such segregated fund intact for the purpose of paying to and allowing ALA to use all the income and the annual net appreciation, if any, in the fair value of the segregated fund for research purposes determined by ALA. Under the settlement, such segregated fund is to be held for ALA,s benefit in perpetuity. ALANH and ALA agreed that distributions from the Mary Fuller Russell Research Fund shall be used to support research into lung health issues, and that research grants to recipients shall be made under the name Mary Fuller Russell Research Fund. |
| Part X: | Description of Uncertain Tax Positions Under FIN 48: | National Headquarters recognizes the effect of income tax positions only when they are more likely than not of being sustained. Management has determined that National Headquarters had no uncertain tax positions that would require financial statement recognition or disclosure. National Headquarters is no longer subject to audits by the applicable taxing jurisdictions for periods prior to June 30, 2007. |
| Part XI, Line 8 - Other Adjustments: | PENSION AND POSTRETIREMENT PLANS BENEFITS LIABILITY ADJUSTMENTS: ($350,588) |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (66 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 |
|---|---|---|---|---|---|---|---|---|
| Albany Medical College | ||||||||
| 47 New Scotland Ave | Alabany | NY | 12208 | 141338310 | 501(c)(3) | 65000 | Research | |
| Baylor College of Medicine | ||||||||
| One Baylor Plaza | Houston | TX | 77030 | 741613878 | 501(c)(3) | 118800 | Research | |
| Board of Trustees of Univ of Illinois-Chicago | ||||||||
| 506 S Wright M/C 339 | urbana | IL | 61801 | 376000511 | 501(c)(3) | 40000 | Research | |
| Brigham & Women's Hospital | ||||||||
| 75 Francis Street | Boston | MA | 02115 | 042312909 | 501(c)(3) | 65000 | Research | |
| Children's Hospital and Regional Medical Center | ||||||||
| 4800 Sand Point Way NE | Seattle | WA | 98105 | 910564748 | 501(c)(3) | 40000 | Research | |
| children's hospital boston | ||||||||
| One Blackfam Circle | Boston | MA | 02115 | 042774441 | 501(c)(3) | 32500 | Research | |
| Children's Hospital Los Angeles | ||||||||
| 4661 W Sunset Blvd | Los Angeles | CA | 90027 | 951690977 | 501(c)(3) | 32500 | Research | |
| Children's Hospital Medical Center-Cincinnati | ||||||||
| 3333 Burnet Avenue | Cincinnati | OH | 45229 | 310833936 | 501(c)(3) | 40000 | Research | |
| Colorado State University | ||||||||
| 200 West Lake Street | Fort Collins | CO | 80523 | 846000545 | Government Sec. 3406 | 60000 | Research | |
| Dana-Farber Cancer Institute | ||||||||
| 44 Binney Street | Boston | MA | 02115 | 042263040 | 501(c)(3) | 74100 | Research | |
| Duke University | ||||||||
| Box 104132 | Durham | NC | 27708 | 560532129 | 501(c)(3) | 94000 | Research | |
| Indiana University | ||||||||
| PO Box 66057 | Indianapolis | IN | 46266 | 356001673 | 501(c)(3) | 99200 | Research | |
| johns Hopkins University | ||||||||
| 1101 E33rd Street Suite D200 | baltimore | MD | 21218 | 520595110 | 501(c)(3) | 548500 | Research | |
| lankenau Institute for Medical Research | ||||||||
| 100 Lancaster Ave | wynnewood | PA | 19096 | 232135659 | 501(c)(3) | 99771 | Research | |
| louisiana State University Health Sciences Center | ||||||||
| 3433 Bolivar Street | New Orleans | LA | 70112 | 726087770 | Government | 82600 | Research | |
| lovelace Respiratory Research Inst | ||||||||
| 2425 Ridgecrest Drive SE | albuquerque | NM | 87108 | 850110669 | 501(c)(3) | 72500 | Research | |
| Montefiore Medical Center | ||||||||
| 3415 Bainbridge Avenue | Bronx | NY | 10467 | 131740114 | 501(c)(3) | 40000 | Research | |
| National Jewish Medical and Research Center | ||||||||
| 1400 Jackson Street | Denver | CO | 80206 | 742044647 | 501(c)(3) | 84600 | Research | |
| Nemours Children's Clinic - Jacksonville | ||||||||
| 10140 Centurion Parkwa N | Jacksonville | FL | 32256 | 590634433 | 501(c)(3) | 132200 | Research | |
| North Shore Long Island Jewish | ||||||||
| 300 Community Drive | Manhasset | NY | 11030 | 111562701 | 501(c)(3) | 141000 | Research | |
| Northwestern University | ||||||||
| 619 Clark Street | Evanston | IL | 60208 | 362167817 | 501(c)(3) | 122861 | Research | |
| NYU Medical CollegeChildren's & Women's Physicians of Westchester LLP | ||||||||
| 40 Sunshine Cottage Road | Valhalla | NY | 10595 | 131099420 | 501(c)(3) | 107800 | Research | |
| NYU School of Medicine | ||||||||
| 545 First Avenue | New York | NY | 10016 | 135562308 | 501(c)(3) | 65800 | Research | |
| Oregon Health & Science University | ||||||||
| 3181 SW Sam Jackson Park Road | Portland | OR | 97239 | 931176109 | government | 32500 | Research | |
| Regents of the Univ of CA San Diego | ||||||||
| 9500 Gilman Drive | La Jolla | CA | 92093 | 956006144 | 501(c)(3) | 112000 | Research | |
| Regents of the Univ of California (Irvine) | ||||||||
| Accounting Office Biological | Irvine | CA | 92697 | 952226406 | 501(c)(3) | 40000 | Research | Sciences III Suite 1400 |
| Regents of the University of California SF | ||||||||
| 3333 California St Suite 315 Box | San Francisco | CA | 94118 | 946036493 | 501(c)(3) | 80000 | Research | 0962 |
| Regents of Univ of Michigan | ||||||||
| 3003 S State Street | Ann Arbor | MI | 48109 | 386006309 | 501(c)(3) | 32500 | Research | |
| Research Foundation of SUNY University at Buffalo | ||||||||
| 3435 Main Street | Buffalo | NY | 14214 | 146013200 | government | 40000 | Research | |
| Stanford University | ||||||||
| 3145 Porter Drive | Palo Alto | CA | 94304 | 941156365 | 501(c)(3) | 140000 | Research | |
| The Ohio State University Research Foundation | ||||||||
| 1960 Kenny Road | Columbus | OH | 43210 | 316401599 | 501(c)(3) | 198200 | Research | |
| The University of Texas MD Anderson Cancer Center | ||||||||
| 1515 Holcombe Blvd | Houston | TX | 77030 | 746001118 | government | 100000 | Research | |
| Thomas Jefferson University | ||||||||
| 1020 Walnut Street 5th FL | Philadelphia | PA | 19107 | 231352651 | 501(c)(3) | 140000 | Research | |
| Trudeau Institute Inc | ||||||||
| 154 Algonquin Ave | Sarana Lake | NY | 12983 | 141401413 | 501(c)(3) | 100000 | Research | |
| Trustees of Columbia University | ||||||||
| 722 W168th Street 4th FL | New York | NY | 10032 | 155598093 | 501(c)(3) | 37000 | Research | |
| University of Colorado at Denver & Health Sciences | ||||||||
| 12800 E 19th Avenue | Aurora | CO | 80045 | 846000555 | government | 40000 | Research | |
| University of South Florida | ||||||||
| 3802 Spectrum Blvd Suite 100 | Tampa | FL | 33612 | 592959590 | 501(c)(3) | 99574 | Research | |
| University of Massachusetts | ||||||||
| 333 South Street Suite 450 | Shrewsbury | MA | 01545 | 043167352 | Government Sec. 115 | 40000 | Research | |
| University of Alabama at Birmingham | ||||||||
| University Station | Birmingham | AL | 35294 | 636005396 | 501(c)(3) | 40000 | Research | |
| University of Arizona | ||||||||
| PO Box 3308 | Tucson | AZ | 85722 | 742652689 | 501(c)(3) | 37000 | Research | |
| University of Chicago | ||||||||
| 5801 South Ellis Avenue | Chicago | IL | 60637 | 362177139 | 501(c)(3) | 60000 | Research | |
| University of Illinois at Urbana-Champaign | ||||||||
| 601 S Matthews Avenue | Urbana | IL | 61801 | 376000511 | government | 40000 | Research | |
| University of Kansas Medical Center Research Institute Inc | ||||||||
| 3901 Rainbow Blvd Mail Stop 1039 | Kansas City | KS | 66160 | 481108830 | 501(c)(3) | 105800 | Research | |
| University of Louisville Research Foundation | ||||||||
| 580 S Preston St Ste 210 | Louisville | KY | 40202 | 611024882 | government | 99567 | Research | |
| University of Massachusetts Amherst | ||||||||
| 710 North Pleasant Street | Amherst | MA | 01003 | 043167352 | government | 40000 | Research | |
| University of Miami Miller School of Medicine | ||||||||
| PO Box 025405 | Miami | FL | 33102 | 590624458 | 501(c)(3) | 50000 | Research | |
| University of Minnesota | ||||||||
| 2221 University Ave SE Suite 111 | minneapolis | MI | 55414 | 416007513 | government | 40000 | Research | |
| University Pittsburgh | ||||||||
| Office of Financial Information | Pittsburgh | PA | 15260 | 250965591 | 501(c)(3) | 100000 | Research | |
| University of Rochester | ||||||||
| 910 Genesee Street Suite 200 | Rochester | NY | 14611 | 160743209 | 501(c)(3) | 40000 | Research | |
| University of Vermont | ||||||||
| 85 South Prospect Street | Burlington | VT | 05405 | 030179440 | 501(c)(3) | 84200 | Research | |
| University of Virginia | ||||||||
| PO Box 400202 | Charlottesville | VA | 22904 | 546001796 | 501(c)(3) | 126000 | Research | |
| University of Washington | ||||||||
| 3917 University Way NE | seattle | WA | 98105 | 916001537 | government Sec. 115 | 204750 | Research | |
| Vanderbilt Univ Medical Center | ||||||||
| Dept at 40326 | Atlanta | GA | 31192 | 620476822 | 501(c)(3) | 40000 | Research | |
| Wayne State University | ||||||||
| 5057 Woodward Ave Suite 13202 | detroit | MI | 48202 | 386028429 | 501(c)(3) | 100000 | Research | |
| Yale University | ||||||||
| 2 Whitney Avenue 6th Fl | New Haven | CT | 06510 | 060646973 | 501(c)(3) | 39898 | Research | |
| ALA of Atlantic Coast | ||||||||
| PO Box 35010 | Richmond | VA | 23235 | 560547515 | 501(c)(3) | 63761 | Federal Grants & Program Site Grants (4730, 4920, 4950, 4980) | |
| Ala of California | ||||||||
| 424 Pendleton Way | oakland | CA | 94621 | 940362650 | 501(c)(3) | 52962 | Federal Grants & Program Site Grants (4720, 4880, 4920, 4950, 4980) | |
| AlA of AIW | ||||||||
| 2625 Third Avenue | Seattle | WA | 98121 | 264010540 | 501(c)(3) | 10000 | Federal Grants & Program Site Grants (4920) | |
| ALA of Mid-Atlantic | ||||||||
| 3001 Old Gettyburg Road | Camp Hill | PA | 17011 | 251825116 | 501(c)(3) | 40000 | Federal Grants & Program Site Grants (4730, 4920, 4980) | |
| ALA of Mountain Pacific | ||||||||
| 7420 SW Bridgeport Road | Tigard | OR | 97224 | 930386887 | 501(c)(3) | 50688 | Federal Grants & Program Site Grants (4720, 4890,4920, 4980) | |
| ALA of New York | ||||||||
| 116 John Street | New York | NY | 10038 | 262818624 | 501(c)(3) | 87000 | Federal Grants & Program Site Grants (4920, 4950) | |
| ALA of the Central States | ||||||||
| 8150 Brookriver Dr S-102 | Dallas | TX | 75247 | 430662525 | 501(c)(3) | 275753 | Federal Grants & Program Site Grants (4720, 4730, 4890, 4920, 4950,4980) | |
| ALA of the Mid SOUTH | ||||||||
| 2325 SEVERN AVENUE SUITE 8 | MetAIRIE | LA | 70001 | 630320189 | 501(c)(3) | 1102 | Federal Grants & Program Site Grants (4720, 4880, 4980) | |
| ALA of the Southeast | ||||||||
| 6852 Belfort Oaks Place | Jacksonville | FL | 32216 | 590662271 | 501(c)(3) | 10000 | Federal Grants & Program Site Grants (4720, 4920) | |
| ALA of the Southwest | ||||||||
| 5600 Greenwood Plaza Blvd Suite 100 | Greenwood Village | CO | 80111 | 860111676 | 501(c)(3) | 56406 | Federal Grants & Program Site Grants (4720, 4880, 4920, 4950, 4980) | 100 |
| ALA of Upper Midwest | ||||||||
| 3000 Kelly Lane | Springfield | IL | 62707 | 204392201 | 501(c)(3) | 97328 | Federal Grants & Program Site Grants (4720, 4880, 4920, 4950, 4980) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 66 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
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: Awardees are required to submit a renewal application after their first year of funding. Renewal applications are then reviewed by our Research Committee Chairs for approval of second year funding. At the time of termination (after the second year of funding), awardees are required to submit a summary report of their activities, copies of presentations and/or publications, and a cash disbursement report for the entire grant time. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 1 | 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 (10 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Charles D CONNOR | |||||||||||||
| 308289 | 0 | 20000 | 0 | 0 | 0 | 32610 | 0 | 12388 | 0 | 373287 | 0 | 0 | 0 |
| Kim A SCHWARTZ-vp & CFO | |||||||||||||
| 237894 | 0 | 10000 | 0 | 20191 | 0 | 31664 | 0 | 1119 | 0 | 300868 | 0 | 0 | 0 |
| B SUSAN DAVIS | |||||||||||||
| 201000 | 0 | 0 | 0 | 0 | 0 | 26753 | 0 | 9180 | 0 | 236933 | 0 | 0 | 0 |
| Bernadette Toomey- Pres | |||||||||||||
| 0 | 0 | 0 | 0 | 356686 | 0 | 0 | 0 | 0 | 0 | 356686 | 0 | 0 | 0 |
| Susan J RAPPAPORT | |||||||||||||
| 168027 | 0 | 0 | 0 | 0 | 0 | 22364 | 0 | 17767 | 0 | 208158 | 0 | 0 | 0 |
| JanET WIDMER | |||||||||||||
| 164162 | 0 | 10000 | 0 | 0 | 0 | 21850 | 0 | 17873 | 0 | 213885 | 0 | 0 | 0 |
| PauL BILLINGS | |||||||||||||
| 158533 | 0 | 10000 | 0 | 0 | 0 | 21101 | 0 | 1013 | 0 | 190647 | 0 | 0 | 0 |
| DelIA NAUGHTON | |||||||||||||
| 135711 | 0 | 0 | 0 | 0 | 0 | 18063 | 0 | 8963 | 0 | 162737 | 0 | 0 | 0 |
| RusSELL BURWELL | |||||||||||||
| 135774 | 0 | 0 | 0 | 0 | 0 | 18072 | 0 | 8978 | 0 | 162824 | 0 | 0 | 0 |
| Carrie Martin | |||||||||||||
| 142173 | 0 | 0 | 0 | 0 | 0 | 18923 | 0 | 8999 | 0 | 170095 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | Part I, Line 4a | ReturnReference |
| Explanation | Bernadette Toomey, who held the position of President and CEO, received severance payments totaling $356,686. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| Form 990, Part VI, Section B, line 11 | The American Lung Association prepares its Form 990 and then submits it to an outside accounting firm for review and it has also established the following review process to ensure that the information reported is complete and accurate. Then the Form 990 has been prepared, reviewed by management and the accounting firm, and is ready to be filed with the Internal Revenue Service, it is submitted electronically to members of the organization's governing body, the Finance Committee, for any comments prior to its submission. These members of the governing body then has 10 days to review the form, they then meet by conference call, to review any comments by the group and agree to any changes that may need to be made to the form prior to its submission to the Internal Revenue Service. Each of these comments are documented, addressed and finalized before the submission. | |
| Form 990, Part VI, Section B, line 12c | ALA currently has in place a conflict of interest policy which it annually monitors and enforces. The board currently mandates that all members of management, the governing body, and staffs annually sign a conflict of interest policy and disclose any potential or actual conflicts that may exist. The signed conflict of interest policy is submitted to the governance committee. These statements are reviewed for potential or actual conflicts. If a potential or actual conflict of interest exists, the committee will notify members of management about such conflict and investigate the conflict. If management establishes that an actual conflict exists, a member of management will be notified immediately and will not be allowed to vote or be a part of any decisions about any such transactions that have to do with the conflict until such time there is no longer a conflict. | |
| Form 990, Part VI, Section B, line 15 | The American Lung Association has established a compensation policy for their leadership committee to follow in establishing the compensation for their CEO, top management official, other officers or key employees. The policy mandates that executive compensation be periodically reviewed by the committee and that the committee should be free of conflicts of interest. In addition, the approving committee needs to review appropriate and adequate data to determine the reasonableness of the compensation being considered. The committee may use a variety of information and studies that are available to determine that the appropriate level of compensation is being paid to its executives. The committee's decision on the amount of compensation paid is documented in a contemporaneously written format and should document the date of the decision, the members present during the meeting and those who voted on it, the details of the transaction that was approved and the comparable date used and relied upon to make the decision. The compensation review process for the CEO and other officer or key employees was last undertaken on October 28, 2009. | |
| Form 990, Part VI, Section C, line 19 | Forms available to the public The three most recent years of Form 990 and Annual Reports are available on American Lung Association's website www.lungusa.org. Governing documents and conflict of interest policy are available to the public per request. Our website also provides the names of our Board of Directors and our Ethics Policy. | |
| FORM 990, PAGE 12, PART XI, LINE 2C: | The joint Finance/Audit Committee of the Board has the fiduciary responsibility for hiring of the audit firm, the review of the risk issues for the association and the final audit review and package that is accepted by the Board. The Committee meets with the audit firm independently from staff during the audit review process and recommends to the Board the acceptance of the Audit and its findings. | Finance/Audit Committee |
| FORM 990, PAGE 3, PART III, LINE 1: MISSION STATEMENT CONTINUED FROM PAGE 5 | *Provides an array of learning opportunities and tools to develop nationwide volunteer and staff leaders. *Provides epidemiological data, medical and scientific advice and counsel to Lung Associations and the public. *Provides the public with the latest information on lung disease, and national and local Lung Association activities through the American Lung Association web site, www.lungusa.org. *Ensures that all programs and services are culturally sensitive and that they respond to the lung health needs of all communities. The Program Services of the American Lung Association National Headquarters can be broken down into four broad categories: Research, Advocacy, Public Health Education and Field Support. |
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