2011-03-28T09:26:10-05:00 2010-12-31 CLIFTON GUNDERSON LLP 9515 DEERECO RD - SUITE 500 TIMONIUM MD 210932184 990 2010-01-01 237124261 AMERICAN KIDNEY FUND INC AMER 3018813052 6110 EXECUTIVE BOULEVARD NO 1010 ROCKVILLE MD 20852 LAVARNE BURTON 8886381171 2011-03-26 1 JULIA BUICK CPA 4104530900 2010 2016-02-24 21:20:13Z LAVARNE BURTON 6110 EXECUTIVE BOULEVARD NO 1010 ROCKVILLE MD 20852 235854160 0 X WWW.KIDNEYFUND.ORG X 1971 DC IN 2010, THE AMERICAN KIDNEY FUND PROVIDED DIRECT, TREATMENT-RELATED FINANCIAL ASSISTANCE TO APPROXIMATELY ONE-FOURTH OF THE DIALYSIS PATIENTS IN THE UNITED STATES. THIS ASSISTANCE HELPED LOW-INCOME DIALYSIS PATIENTS TO PAY FOR TREATMENT-RELATED COSTS THAT INSURANCE WOULD NOT COVER. IN 2010, THE AMERICAN KIDNEY FUND ALSO PROVIDED NUMEROUS PUBLIC AND PROFESSIONAL EDUCATION SERVICES, AS WELL AS FREE HEALTH SCREENINGS. 19 19 83 400 0 0 172628853 220673942 60870 20124 -409409 1602666 128444 114163 172408758 222410895 155106153 209557659 0 0 6057213 7086483 167589 124620 3285787 6214035 7373629 167544990 224142391 4863768 -1731496 29513912 28780566 1134824 1509666 28379088 27270900 X THE MISSION OF THE AMERICAN KIDNEY FUND IS TO FIGHT KIDNEY DISEASE THROUGH DIRECT FINANCIAL SUPPORT TO PATIENTS IN NEED; HEALTH EDUCATION; AND PREVENTION EFFORTS. 0 0 212772840 209295090 PATIENT ASSISTANCE: IN 2010, AMERICAN KIDNEY FUND (AKF) PROVIDED DIRECT, TREATMENT-RELATED FINANCIAL ASSISTANCE TO MORE THAN 101,000 DIALYSIS PATIENTS IN ALL 50 STATES AND US TERRITORIES. AKF'S DIRECT FINANCIAL ASSISTANCE HELPS DIALYSIS PATIENTS MAINTAIN THEIR HEALTH INSURANCE COVERAGE, AS WELL AS TO PAY OTHER TREATMENT-RELATED EXPENSES THAT ARE NOT COVERED BY MEDICARE OR OTHER HEALTH INSURANCE, SUCH AS TRANSPORTATION TO DIALYSIS, PRESCRIPTION MEDICATION UNDER MEDICARE PART D, NUTRITIONAL PRODUCTS, DONATED MEDICATIONS AND EMERGENCY ASSISTANCE IN THE WAKE OF NATURAL DISASTER. PATIENTS ARE ELIGIBLE FOR ASSISTANCE FROM AKF ONCE THEY HAVE EXHAUSTED OTHER MEANS OF LOCAL, STATE AND FEDERAL AID. 1259212 OUTREACH AND SCREENING ACTIVITIES:THE AMERICAN KIDNEY FUND'S SCREENING AND OUTREACH PROGRAMS, INCLUDING AKF'S MINORITY INTERVENTION AND KIDNEY EDUCATION PROGRAM (MIKE) PARTNERS WITH GOVERNMENT AGENCIES, COMMUNITY GROUPS AND FAITH-BASED ORGANIZATIONS TO PROVIDE FREE HEALTH EDUCATION, KIDNEY SCREENINGS AND FOLLOW-UP SERVICES FOR PEOPLE WHO ARE AT HIGH RISK FOR CHRONIC KIDNEY DISEASE. AKF PROVIDED THESE SERVICES IN AT LEAST 17 CITIES THROUGHOUT THE U.S. AKF'S SCREENINGS ARE FREE OF CHARGE. PARTICIPANTS RECEIVE BLOOD PRESSURE, BLOOD AND URINE TESTS. ALL PARTICIPANTS RECEIVE RESULTS AND RECOMMENDATIONS FOR APPROPRIATE ACTION. HIGH-RISK PARTICIPANTS (THOSE FOUND TO HAVE INDICATORS OF KIDNEY DAMAGE) RECEIVE TELEPHONE CONTACT, A FOLLOW-UP SURVEY, QUESTIONS TO ASK THEIR DOCTOR AND A RESOURCE LIST OF MEDICAL CARE IN THE COMMUNITY. IN 2010, AKF SCREENED MORE THAN 12,800 INDIVIDUALS. 4387055 8034 PUBLIC EDUCATION AND PREVENTION ACTIVITIES:THE AMERICAN KIDNEY FUND PROVIDES NUMEROUS SERVICES TO INCREASE PUBLIC UNDERSTANDING OF KIDNEY HEALTH. THE TOLL-FREE HELPLINE (ENGLISH/SPANISH) PROVIDES CALLERS WITH INFORMATION ABOUT KIDNEY HEALTH, TREATMENT OPTIONS, AND FINANCIAL ASSISTANCE. IN 2010 THE HELPLINE AND OUR PATIENT SERVICES DEPARTMENT RECEIVED MORE THAN 35,000 CONTACTS. THE BROCHURE AND FACT SHEET SERIES CONTAINS 15 TITLES ABOUT KIDNEY HEALTH AND RELATED TOPICS. MORE THAN 1,900,000 BROCHURES AND FACT SHEETS WERE DISTRIBUTED OR DOWNLOADED IN 2010 ALONG WITH 3,152,000 EDUCATIONAL PIECES MAILED. HEALTH EDUCATION TOOLKITS CONTAIN INFORMATION WHICH EXPLAINS TESTS FOR KIDNEY HEALTH, HEART HEALTH, DIABETES AND ANEMIA AND PROVIDE MATERIALS TO THE KIT OWNER TO ASSIST OTHERS IN LEARNING KIDNEY PREVENTION ACTIVITIES. MORE THAN 1,500 TOOLKITS WERE DISTRIBUTED IN 2010. 287580 262569 CSN- CLINICAL SCIENTIST IN NEPHROLOGY (CSN) PROGRAM:THE CSN PROGRAM BEGAN IN 1989. SINCE THEN, AKF HAS SPONSORED 30 ADDITIONAL FELLOWS. THE GOAL OF THE CSN PROGRAM IS TO IMPROVE THE QUALITY OF CARE PROVIDED TO KIDNEY PATIENTS BY GIVING PROMISING YOUNG SCHOLARS THE OPPORTUNITY TO MERGE CLASSICAL CLINICAL TRAINING IN NEPHROLOGY WITH EXPERIENCE IN CONDUCTING PREVENTION AND OUTCOMES RESEARCH. 519692 12090 PROFESSIONAL EDUCATION:IN 2010, AKF CONDUCTED CONFERENCES, SYMPOSIA, AND EXHIBITS TO EDUCATE HEALTH PROFESSIONALS. AKF'S PROFESSIONAL EDUCATION CONFERENCE SERIES FOCUSED ON TOPICS OF INTEREST TO NURSES, DIALYSIS TECHNICIANS, SOCIAL WORKERS, DIETITIANS, AND TRANSPLANT COORDINATORS. TOPICS IN 2010 INCLUDED "THE RENAL DIET ON A BUDGET," "RESPECTING PROFESSIONAL BOUNDARIES," AND "ENGAGING THE PATIENTS FAMILY IN THEIR CARE." AKF ALSO OFFERED TWO FREE ONLINE COURSES, "IDENTIFYING CHRONIC KIDNEY DISEASE AND SLOWING ITS PROGRESSION," AND "WEIGHING THE OUTCOMES: ETHICAL ISSUES IN KIDNEY DISEASE." ALL COURSES/CONFERENCES PROVIDED CURRENT INFORMATION AND OFFER CONTINUING EDUCATION UNITS TO MEDICAL PROFESSIONALS WHO CARE FOR KIDNEY PATIENTS. IN ADDITION, AKF EXHIBITED AT SEVEN CONFERENCES IN PARTNERSHIP WITH OTHER HEALTH ORGANIZATIONS. 59745 KIDNEY KIDS ART CONTEST:AKF RUNS AN ANNUAL NATIONWIDE ART CONTEST FOR CHILDREN WHO ARE LIVING WITH KIDNEY DISEASE. THE WINNERS HAVE THEIR DRAWINGS PUBLISHED IN AKF'S CALENDAR, DISTRIBUTED AND OTHER FRIENDS OF THE ORGANIZATION. THE WINNERS AND THEIR FAMILIES RECEIVE A TRIP TO WASHINGTON, D.C., WHERE THEY PARTICIPATE IN A SPECIAL AWARDS WEEKEND AND GET TO KNOW OTHER FAMILIES FACING THE SAME HEALTH CHALLENGES. 867017 262569 12090 219286124 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 1 53 0 83 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 AL AK AZ AR CA CO CT DC FL GA IL IN KS KY MA MD ME MI MS NC ND NH NJ NM NY OH OK OR PA RI SC TN UT VA WA WI WV X X DIRECTOR OF FINANCE AND ADMINISTRAT 3018813052 6110 EXECUTIVE BOULEVARD 1010 ROCKVILLE MD 20852 VINOD K BANSAL MD FACP FASN 2.00 X 0 0 0 STEVEN G ELLIOTT PHD 2.00 X 0 0 0 JENNIFER E ROBINSON 2.00 X 0 0 0 MARIA E DE FERRIS MD MPH PHD 2.00 X 0 0 0 BONITA BALKCOM GUILFORD 2.00 X 0 0 0 JOHN P BUTLER 2.00 X 0 0 0 MICHAEL S KATZ MD 2.00 X 0 0 0 ANTHONY MESSANA 2.00 X 0 0 0 SHARON PAHLKA CLC 2.00 X 0 0 0 H JEROME RUSSELL 2.00 X 0 0 0 DAVID R STOKEY CPCU ARM 2.00 X 0 0 0 GAIL S WICK MHSA BSN RN CNN 2.00 X 0 0 0 JAMES B RILEY JR ESQ 2.00 X 0 0 0 LAVARNE A BURTON 50.00 X 418324 0 23606 DONALD J ROY JR CPA 50.00 X 210498 0 14854 RONALD E FRIESON MBA 2.00 X 0 0 0 MYRA A KLEINPETER MD MPH 2.00 X 0 0 0 TIMOTHY G MORGAN CPA 2.00 X 0 0 0 NORA V LEE 2.00 X 0 0 0 RULAN S PAREKH MD MS 2.00 X 0 0 0 ROBERT M TAROLA CPA 2.00 X 0 0 0 DAVID BOBBITT 50.00 X 134904 0 2215 TAMARA RUGGIERO 50.00 X 155988 0 13755 DAVID FRAZER 50.00 X 160289 0 11207 SHANE SERRANT 50.00 X 108191 0 17259 BARRY MCFARLANE 50.00 X 124464 0 8755 1312658 0 91651 12 0 1 0 INFORMATION CONCEPTS 503 CARLISLE DRIVE SUITE 200 HERNDON VA 20170 SOFTWARE DEVELOPMENT 360003 TARGET MARKETEAM 1050 CROWN POINTE PKWY 1850 ATLANTA GA 30338 DIRECT MAIL COUNSELING 232500 PUBLIC INTREST DATA 1800 DIAGONAL ROAD SUITE 400 ALEXANDRIA VA 22314 DATABASE SERVICES 179801 ALTERNATIVE SOLUTIONS PO BOX 261 LAUREL MD 20725 IT - NETWORK SUPPORT 178317 CONE LLC 855 BOYLSTON ST 3RD FLOOR BOSTON MA 02116 PUBLIC RELATIONS FIRM 160373 7 326940 1117951 165131 45408 219018512 9532430 220673942 CONFERENCE REGISTRATIO 611430 12090 12090 BROCHURES AND CALENDAR 511140 8034 8034 20124 560811 560811 14235019 13192950 214 1042069 -214 1041855 1041855 250101 1117951 250101 0 MAILING LIST RENTAL 900090 114163 114163 114163 222410895 20124 0 1716829 209557659 209557659 686605 295283 262868 128454 5127135 3689807 593721 843607 247845 169799 39407 38639 646410 438511 94042 113857 378488 253096 64835 60557 153409 124288 14401 14720 45036 31876 6508 6652 48050 48050 124620 124620 144951 144951 998723 732774 22472 243477 150812 115974 308 34530 2451594 1341459 47584 1062551 844815 603592 110451 130772 707374 502881 95517 108976 339499 243731 11468 84300 113855 81738 3846 28271 418581 294706 54935 68940 FAIRS AND EXHIBITS 407358 403987 515 2856 DATA PROCESSING 249170 113863 2059 133248 OTHER OUTSIDE RENTAL 238425 212288 592 25545 MAILING LIST RENTAL 61977 30762 31215 224142391 219286124 1570480 3285787 X 1869685 867449 0 1002236 6773868 2998740 64883 6281753 962319 153209 657937 3184041 488960 984892 3211065 1381137 1332647 1829928 19233298 13348003 29513912 28780566 857614 1194977 277210 314689 1134824 1509666 X 23556216 22376725 4647855 4719158 175017 175017 28379088 27270900 29513912 28780566 X -1731496 623308 X X 0 1 1 X 0 X 20989295 25271658 27499279 33728171 46321748 153810151 20989295 25271658 27499279 33728171 46321748 153810151 60398720 93411431 1254105 1634652 1350163 517198 560811 5316929 159127080 990200 0.58700 0.57920 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 74783 74783 224067608 224142391 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 63405 73725 125520 74783 337433 250000 250000 250000 250000 1000000 1500000 205021 5380 3843 206558 203076 6808 4863 205021 203076 203076 0.15000 0.85000 0 0 459665 262399 197266 2751400 1118738 1632662 1829928 GIFT ANNUITY PAYABLE 314689 314689 222410895 224142391 -1731496 658588 -35280 623308 -1108188 223451950 658588 514875 12543 1186006 222265944 144951 144951 222410895 224566890 550155 19295 569450 223997440 144951 144951 224142391 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: INTEREST EARNED OFF ENDOWMENTS ARE TO SUPPORT RESEARCH AND PATIENT SERVICES PROGRAMS. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: PART X, QUESTION 2: FIN 48 FOOTNOTE AKF ADOPTED THE PROVISIONS OF FASB ASC 740-10, PREVIOUSLY KNOWN AS FASB INTERPRETATION NO. 48, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, ON JANUARY 1, 2009 . MANAGEMENT HAS DETERMINED THAT AKF HAS NO MATERIAL UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE RECOGNITION UNDER FASB ASC 740-10. PART XII, LINE 2D - OTHER ADJUSTMENTS: AMERICAN KIDNEY FUND SERVICE ORG. ACTIVITY 12,329. SALE OF ASSETS 214. PART XIII, LINE 2D - OTHER ADJUSTMENTS: AMERICAN KIDNEY FUND SERVICE ORG. ACTIVITY 19,081. SALE OF ASSETS 214. SCHEDULE D PART XI, LINE 10: DEFICIT PER AMERICAN KIDNEY FUND (1,108,188) ADD: AMERICAN KIDNEY FUND SERVICE ORGANIZATION NET ACTIVITY (6,755) CONSOLIDATED DEFICIT PER AUDITED FINANCIAL STATEMENTS (1,114,943) X X X X X X 1 TARGET MARKETEAM 1050 CROWN POINTE PKWY ATLANTA GA 30338 DIRECT MAIL COUNSEL 0 2610149 232500 2377649 2610149 232500 2377649 AK AL AR AZ CA CO CT DC FL GA HI IL IN KS KY MA MD ME MI MN MS NC ND NH NJ NY NM OH OR OK WI PA RI SC TN UT VA WV THE HOPE AFFAIR 947655 810006 137649 122346 15303 ATLANTA GOLF 106544 68955 37589 33248 4341 5 313853 238990 74863 53574 21289 1368052 1117951 250101 209168 40933 250101 0 1 KIDNEY PATIENT ASSISTANCE GRANTS 101587 202285198 7009891 FAIR MARKET VALUE MEDICATION EDUCATIONAL STIPENDS 5 262570 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: 1) AKF PROVIDES GRANTS THAT HELP KIDNEY PATIENTS WHO DEMONSTRATE FINANCIAL NEED. PATIENTS DEMONSTRATE NEED BY WORKING WITH THEIR SOCIAL WORKER AND DOCTOR TO COMPLETE AN APPLICATION FOR FINANCIAL AID. GRANTS FROM AKF ARE USED FOR TRANSPORTATION, MEDICATION, HEALTH INSURANCE OR NUTRITIONAL PRODUCTS RELATED TO PATIENTS' KIDNEY DISEASE. AKF REQUIRES INVOICES FOR HEALTH INSURANCE; INVOICES FOR REIMBURSED TRANSPORTATION REPAIRS; AND DOCTOR PRESCRIPTIONS FOR MEDICATION. THE PATIENTS TEAM OF SOCIAL WORKERS AND DOCTORS ENSURE THE MONEY OR PRODUCT IS USED FOR KIDNEY RELATED NEEDS. 2) AKF GRANTS THE CLINICAL SCIENTIST IN NEPHROLOGY FELLOWSHIP YEARLY. THE MAXIMUM DURATION OF EACH FELLOWSHIP IS TWO YEARS. THE MAXIMUM LEVEL OF FUNDING IS $80,000 PER YEAR AND SHALL BE USED PRINCIPALLY TO SUPPORT THE CANDIDATE AND HIS/HER CAREER DEVELOPMENT. THIS SUM IS EXPECTED TO COVER THE INDIVIDUAL FELLOW'S SALARY (WHICH WILL FOLLOW NIH GUIDELINES ACCORDING TO THE POST-GRADUATE YEAR PLUS COMPARABLE FRINGE BENEFITS AT THE INSTITUTION, NOT TO EXCEED $50,000) AS WELL AS TRAINING-RELATED EXPENSES. AKF MAKES PAYMENTS TO THE EDUCATIONAL INSTITUTIONS WHERE THE CANDIDATE IS COMPLETING HIS/HER STUDIES AND AKF RECEIVES REPORTS ON THE CANDIDATE'S STUDIES DURING HIS/HER SUPPORTED PERIOD. 1 X X X X X X 1 0 0 0 0 0 0 0 0 LAVARNE A BURTON 361224 0 57100 0 0 0 17150 0 6456 0 441930 0 0 0 DONALD J ROY JR CPA 191348 0 19150 0 0 0 14854 0 0 0 225352 0 0 0 TAMARA RUGGIERO 142913 0 13075 0 0 0 7365 0 6390 0 169743 0 0 0 DAVID FRAZER 150189 0 10100 0 0 0 11207 0 0 0 171496 0 0 0 PART I, LINE 4A IN 2010, DAVID BOBBITT, VP OF DEVELOPMENT AND FIELD OPERATIONS WAS PROVIDED A SEVERANCE PAYMENT OF $111,000. X 12 9532430 FAIR MARKET VALUE 0 1 0 FORM 990, PART VI, SECTION B, LINE 11 THE AKF TRUSTEES HAVE TASKED THE AKF AUDIT COMMITTEE WITH THE DETAILED REVIEW OF THE FORM 990 PRIOR TO ITS FILING. THE REVIEWED 990 IS PROVIDED TO THE FULL BOARD FOR FINAL REVIEW. FORM 990, PART VI, SECTION B, LINE 12C THE AKF TRUSTEES ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST FORM ANNUALLY AT THE AKF SPRING BOARD MEETING. THE CONFLICT OF INTEREST FORM REQUIRES THE TRUSTEE TO ACKNOWLEDGE READING AND UNDERSTANDING AKF'S CONFLICT OF INTEREST STATEMENT AND MUST AFFIRMATIVELY NOTE ON FOUR SPECIFIC QUESTIONS REGARDING POTENTIAL CONFLICTS OF INTEREST. IF NONE EXIST, THE FORM MUST STILL BE COMPLETED AND NOTES MADE THAT NO CONFLICTS OF INTEREST EXIST. THE PRESIDENT AND CEO COUNTER-SIGN THE FORM AND THE SPECIAL PROJECT ASSISTANT TO THE CEO TABULATES THE FORMS AND IF ANY CONFLICTS OF INTEREST ARE NOTED ON THE FORMS, FURTHER ACTIONS WOULD BE TAKEN. FORM 990, PART VI, SECTION B, LINE 15 THE AKF TRUSTEES HAVE A COMPENSATION COMMITTEE COMPRISED OF INDEPENDENT TRUSTEES THAT ARE TASKED WITH REVIEW OF PERFORMANCE, EXECUTIVE COMPENSATION, AND INCENTIVE PLANS OF THE PRESIDENT AND CEO. ON A BI-ANNUAL BASIS, AKF HIRES AN INDEPENDENT SALARY CONSULTING FIRM TO CONDUCT A SURVEY OF THE NON-PROFIT COMMUNITY TO ENSURE AKF'S COMPENSATION AND BENEFITS FOR THE EXECUTIVE LEVEL (PRESIDENT AND CEO ALONG WITH THE VICE PRESIDENTS) ARE WITHIN INDUSTRY NORMS AND BEST PRACTICES. AKF COMPLETED ITS LATEST INDEPENDENT REVIEW OF EXECUTIVE COMPENSATION AND BENEFITS WITH A REPORT DATED 12/31/2010. FORM 990, PART VI, SECTION C, LINE 19 AKF MAKES AVAILABLE ITS AUDITED FINANCIAL STATEMENTS, FORM 990, AND ANNUAL REPORTS ON ITS WEBSITE UNDER THE "ABOUT US" TAB. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 658,588. DONATED SERVICES AND USE OF FACILITIES: -35,280. TOTAL TO FORM 990, PART XI, LINE 5: 623,308. OVERSIGHT OF THE AUDIT OF FINANCIAL STATEMENTS FORM 990, PART XI, LINE 2C THE PROCESS FOR OVERSEEING THE AUDIT OF THE FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM LAST YEAR. AMERICAN KIDNEY FUND SERVICE ORGANIZATION 6110 EXECUTIVE BOULEVARD SUITE 1010 ROCKVILLE MD 20852 300013495 SUPPORT AMERICAN KIDNEY FUND, INC. MD 501(C)(3) LINE 11A, I N/A 0 0 0 1 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0