2011-08-15T16:17:43-05:00 2010-09-30 Deloitte Tax LLP 50 South Sixth Street Minneapolis MN 55402 990 2009-10-01 411704734 Be the Match Foundation BETH 6126275800 3001 Broadway Street NE No 601 Minneapolis MN 55413 Gordon C Bryan 6126275800 2011-08-15 1 6123974000 2009 2016-02-24 21:20:13Z Christine C Fleming 3001 Broadway Street NE No 601 Minneapolis MN 55413 13620457 0 X www.marrow.org X 1992 MN Support of the National Marrow Donor Program 7 4 18 2375 0 0 16644244 12665541 0 219254 96434 -169611 530049 16693887 13292024 2457759 11660836 0 1896778 2101137 102180 210099 879698 2126481 1542705 6583198 15514777 10110689 -2222753 20473895 19943459 1318057 3195844 19155838 16747615 Support of the National Marrow Donor Program whose mission is saving lives through cellular transplantation - science, service and support. 0 0 8518872 8518872 The financial support contributed to Be the Match Foundation ("BTMF") brings together the best minds in medicine and science, with the most altruistic hearts of everyday people. Together with public support, BTMF serves thousands of patients with leukemia, lymphoma, and 70 other life-threatening diseases who need a marrow or umbilical cord blood transplant but have no donor match in their family. With an unbeatable combination of committed partners and generous supporters, BTMF helps save lives. See Schedule O.As BTMF looks ahead to the growing number of patients who need its help, it is clear that it needs to do more. By 2015 it is NMDP's goal to facilitate 10,000 transplants each year. That is why the public will see BTMF focus more of its fundraising efforts on adding more potential donors from diverse populations to the Be The Match Registry. Patients are most likely to match a donor who shares their racial and ethnic background and our registry must better represent the patients who need our help. During FY10, 5,228 transplants were performed. 1642607 1642607 The Search Assistance Program is a pre-transplant grant program that provides guarantees of payment for search and/or procurement costs, enabling patients to proceed to search without delays caused by financial and/or insurance barriers. This year 717 individuals received awards for this period. 1014322 1014322 The Transplant Support Assistance is a post-transplant grant program that provides direct financial assistance to families in financial need, to help with uncovered post-transplant expenses, such as food, ground transporation, lodging, co-pays, and insurance premiums. This year 1,288 patient distributions occured in this period. 1639959 485035 Transplant Research and Sequence Database mapping. Research-driven innovations make transplants a viable treatment for more patients. Funding clinical trials, both pediatric and adult, continues to be a priority, giving doctors new tools that impact a patient's survival rate as well as his or her quality of life. Research is conducted in hope of creating better cellular transplant therapies for survival and quality of life. Six research awards were granted. The remaining program attributed to the Foundation is the Donor Assistance program. The purpose of this program is to help certain donors that will suffer a hardship when they take time off work to make a donation. For the year ended September 30, 2010, 116 donors received assistance. 1639959 485035 12815760 1 1 0 0 0 0 0 0 1 1 0 1 0 0 1 1 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 91 0 1 18 1 0 0 0 0 0 1 1 0 0 0 7 4 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AK AZ AR CA CO CT FL GA IL KS KY ME MD MA MI MN MS NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI X Gordon Bryan 6126275800 3001 Broadway Street NE Suite 600 Minneapolis MN 55413 Jeffrey W Chell MD 5.00 X 0 488674 70528 Gordon C Bryan 5.00 X X 0 383960 40702 Dennis L Confer MD 5.00 X 0 397307 47062 Rebecca A Lewis Esq 0.50 X X 0 0 0 Robert D Lorentz PhD 0.50 X 0 0 0 Edward Snyder MD 0.50 X 0 0 0 Bernadette Murray-Fertel 0.50 X 0 0 0 Becky McCullough 0.50 X X 0 0 0 Susan Rossmann MD Ph D 0.50 X 0 0 0 Christine C Fleming 40.00 X 318110 0 3499 Tiffany Friesen 40.00 X 113549 0 9399 Angela Dahl 40.00 X 104922 0 11523 Douglas J Kingsriter 40.00 X 296633 0 34305 Jeannie L Howe 0.50 X 0 0 0 Mitchell R Stoller 0.50 X 0 0 0 833214 1269941 217018 4 1 1 0 New York State Insurance FundRoswell Pa Elm and Carlton Streets Buffalo NY 14263 Search Assistance Program 139758 Charity Dynamics 3420 Executive Center Drive G100 S Austin TX 787311630 Online fundraising consultant 125227 2 246084 5628522 6790935 83134 12665541 96434 96434 7052 7052 0 0 851430 246084 321381 530049 530049 13292024 0 0 626483 1935607 1935607 9592002 9592002 133227 133227 390419 19521 331856 39042 1277589 638108 290630 348851 77511 38230 16512 22769 240602 49906 151924 38772 115016 42083 45829 27104 9358 9358 37865 37865 210099 210099 354271 47111 307160 235957 150559 85398 146655 15641 123408 7606 42833 1215 41618 282265 53947 190327 37991 213352 31919 133703 47730 72971 66684 6287 25351 25351 6303 6303 Direct Mail 99734 99734 Professional Developmen 15790 15790 15514777 12815760 1819319 879698 -118035 -247831 11546267 10576509 6704573 6954083 116687 198975 10837 23290 180270 68449 115920 111821 2097646 2326612 20473895 19943459 1318057 3195844 1318057 3195844 X 9117845 9932391 10037993 6815224 19155838 16747615 20473895 19943459 X 0 1 1 X 0 X 7299544 7363096 11399850 16607489 13196593 55866572 7299544 7363096 11399850 16607489 13196593 55866572 607923 55258649 215624 180771 207944 219944 96434 920717 56787289 0.97310 0.98040 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10037993 9681432 -11527609 -1376328 0 6815488 6854793 7024037 -2457759 -1313780 -69298 10037993 1.00000 0.00000 0.00000 0 0 105141 31758 73383 75129 36691 38438 0 111821 13292024 15514777 -2222753 135911 -321381 -185470 -2408223 292681000 135911 284881587 285017498 7663502 5628522 5628522 13292024 292704000 282817980 282817980 9886020 5628757 5628757 15514777 Part V, Line 4: Be the Match Foundation has funds for recruitment, patient assistance, donor assistance, and research. These funds are used according to how they were solicited and help to further the program service accomplishments of the organization. The funds are distributed outside the consolidated organization to pay for tissue typing expenses, grants pre- and post-transplant to patients and their families and help to expand the research around diseases helped by marrow transplantation. Part X, Line 1: The Organization has adopted Financial Accounting Standards Board (FASB) Accounting Standards Codification (ASC) 740, Income Taxes. The provisions clarify the accounting for uncertainty in income taxes recognized in an organization's financial statements and prescribe a recognition threshold and measurement standard for financial statement recognition and measurement of an income tax position taken or expected to be taken in a tax return. The not-for-profit status of BTMF is considered in a tax position under ASC 740. The Organization has reviewed its tax positions for all open tax years and has concluded that the adoption of the provisions of ASC 740 did not have an impact on the consolidated financial statements. Part XI, Line 8: Special events expenses ($321,381) Part XII, Line 2d: Intercompany revenue eliminated for consolidated financial statement purposes $282,894,359 Special events expenses 321,381 Intercompany unrealized appreciation on investments 1,665,540 Rounding due to presentation on financial statements 307 Part XII, Line 4b: Intercompany expenses eliminated for consolidated financial statement purposes $5,628,522 Part XIII, Line 2d: Intercompany expenses eliminated for consolidated financial statement purposes $282,496,599 Special events expenses 321,381 Part XIII, Line 4b: Intercompany expenses eliminated for consolidated financial statement purposes $5,628,522 Rounding due to presentation on financial statements 235 1 Europe Grants to recipients located in the region Research 133227 0 0 133227 Europe Research 133227 Electronic Fund/Wire 0 FMV 1 0 Procedure for Monitoring Grants Outside the U.S.: Schedule F, Part I, Line 2: Progress reports are submitted by research scientists, if the progress is satisfactory, funds are distributed to the scientists. If no progress report is submitted or the progress is deemed to be unsatisfactory no funds will be distributed. X X X 1 CREATIVE DIRECT RESPONSE FUNDRAISING CONSULTANT 0 0 10000 -10000 CHARITY DYNAMICS INC FUNDRAISING CONSULTANT 0 0 125227 -125227 CONVIO INC FUNDRAISING CONSULTANT 0 0 39697 -39697 THE STELTER COMPANY FUNDRAISING CONSULTANT 0 0 35175 -35175 210099 -210099 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY Minneapolis Tribute 316609 121680 194929 355 42175 42672 52498 Hendrick Golf Event 395901 69767 326134 28911 32711 18469 21 385004 54637 330367 103590 1097514 246084 851430 29266 74886 42672 174557 321381 530049 1 New York State Insurance Fund Roswell Park Cancer Institute Elm and Carlton Streets Buffalo NY 14263 146013200 501(c)(3) 139758 Assist financially with transplant search costs. Virginia Commonwealth University Health System Authority Box 980138 Richmond VA 23298 541848065 115 95125 Assist financially with transplant search costs. Dana Farber Cancer Institute 44 Binney Street Boston MA 02115 042263040 501(c)(3) 91495 Assist financially with transplant search costs. Emory University Hospital 1365 Clifton Road Bldg C Atlanta GA 30322 580566256 501(c)(3) 90025 Assist financially with transplant search costs. New York Presbyterian Hospital at Cornell 520 E 70th Street Box 403 New York NY 10021 131624190 501(c)(3) 89985 Assist financially with transplant search costs. North Shore University Hospital 300 Community Drive Manhasset NY 11030 111562701 501(c)(3) 88115 Assist financially with transplant search costs. Seattle Cancer Care Alliance 825 Eastlake Ave LG340 Seattle WA 981031023 911935159 501(c)(3) 72075 Assist financially with transplant search costs. Florida Physicians Medical Group 2501 North Orange Ave STE 786 Orlando FL 32804 593214635 501(c)(3) 55845 Assist financially with transplant search costs. MD Anderson Cancer Center PO Box 4390 Houston TX 772104390 746001118 55220 Assist financially with transplant search costs. Henry Ford Health System 2799 West Grand Blvd CFP-230 Detroit MI 48202 381357020 501(c)(3) 54980 Assist financially with transplant search costs. Barnes Jewish Hospital PO Box 954540 StLouis MO 631954540 430653255 501(c)(3) 52110 Assist financially with transplant search costs. Columbia Hospital at Medical City Dallas 7777 Forest Lane STE C765 Dallas TX 75230 621682198 51140 Assist financially with transplant search costs. West Virginia University Hospitals PO Box 8301 Morganto WV 26506 550643304 501(c)(3) 48060 Assist financially with transplant search costs. University of Miami 1475 NW 12th Ave Miami FL 33156 592579927 115 45325 Assist financially with transplant search costs. Haprer Hospital PO Box 673352 Detroit MI 48267 382391907 501(c)(3) 42700 Assist financially with transplant search costs. Hackensack University Medical Ctr 20 Prospect Avenue Medical Plaza Bldg STE 400 Hackensack NJ 07601 222816994 40200 Assist financially with transplant search costs. Lubbock County Hospital 602 Indiana Ave Lubbock TX 79415 751301362 501(c)(3) 32370 Assist financially with transplant search costs. Memorial Sloan-Kettering Cancer Center 1275 York Ave Box 552 H1117 New York NY 10065 593801080 501(c)(3) 30037 Assist financially with transplant search costs. Children's Medical Center of Dallas 1935 Medical District Drive Dallas TX 75235 750800628 501(c)(3) 28630 Assist financially with transplant search costs. Cleveland Clinic Foundation 9500 Euclid Avenue Cleveland OH 44195 340714585 501(c)(3) 24185 Assist financially with transplant search costs. Duke University PO Box 3350 Durham NC 27710 560532129 501(c)(3) 24100 Assist financially with transplant search costs. University Medical Center 655 E River Road STE 102 Tucson AZ 85704 860492210 501(c)(3) 21260 Assist financially with transplant search costs. Banner Health Arizona PO Box 30219 Los Angeles CA 900309847 860957500 501(c)(3) 20890 Assist financially with transplant search costs. Christiana Care Health Services 4755 Ogletown - Stanton Road Newark DE 19718 510103684 501(c)(3) 20015 Assist financially with transplant search costs. Baylor University Medical Center 3409 Worth St STE 600 Dallas TX 75246 751837454 501(c)(3) 17025 Assist financially with transplant search costs and Research. Mayo Clinic and Foundation Rochester 200 First Street SW Rochester MN 55905 416011702 501(c)(3) 15765 Assist financially with transplant search costs. Froedert Hospital 400 Woodland Prime N74 W12501 Letherwood Court Menomonee Falls WI 53051 396105970 501(c)(3) 14865 Assist financially with transplant search costs. University of Kansas Hospital 3901 Rainbow Blvd Kansas City KS 66106 481202402 14325 Assist financially with transplant search costs. Temple University Cancer Center 7604 Central Ave Jeanes Hospital Philadelphia PA 19111 231365971 501(c)(3) 13390 Assist financially with transplant search costs. Children's National Medical Center 111 Michigan Ave NW STE 313 Washington DC 20010 530196580 501(c)(3) 13170 Assist financially with transplant search costs. North Carolina Baptist Hospital Medical Center Blvd Main Floor Dept 917 N Tower WinstonSalem NC 27157 560552787 501(c)(3) 12280 Assist financially with transplant search costs. Texas Transplant Institute PO Box 400048 San Antonio TX 78229 742681891 501(c)(3) 11360 Assist financially with transplant search costs. The Jewish Hospitals 4777 Galbraith Road Cincinnati OH 45236 271408630 10780 Assist financially with transplant search costs. The Children's Hospital Association 13123 E 16th Ave B-498 Aurora CO 80045 840166760 501(c)(3) 10490 Assist financially with transplant search costs. University of Nebraska Medical Center 985164 Nebraska Medical Center Omaha NE 681985164 470049123 501(c)(3) 10430 Assist financially with transplant search costs. Arthur G James Cancer Hospital 300 West 10th Street Columbus OH 43210 311322863 8800 Assist financially with transplant search costs. INOVA Health Care Services 8503 Arlington Blvd STE 200 Fairfax VA 22031 540620889 501(c)(3) 7125 Assist financially with transplant search costs. University of Miami 1475 NW 12th Ave D8-4 STE 3300 Miami FL 33136 590624458 501(c)(3) 5955 Assist financially with transplant search costs. Westchester Medical Center PO Box 277 Hawthorne NY 10532 133964321 501(c)(3) 5900 Assist financially with transplant search costs. UCSF Medical Center SF PO Box 39000 Dept 3-9157 San Francisco CA 941399157 943281657 5705 Assist financially with transplant search costs. Mary Hitchcock Memorial Hospital One Medical Center Drive Lebanon NH 03756 020222140 501(c)(3) 5270 Assist financially with transplant search costs. The University of Chicago 5801 South Ellis Avenue Chicago IL 60637 362177139 501(c)(3) 34000 Research Thomas Jefferson University 834 Chestnut Street STE 311 Philadelphia PA 19107 231352651 501(c)(3) 48000 Research St Jude Children's Research Hospital 332 North Lauderdale Street Memphis TN 381052729 620646012 501(c)(3) 70000 Research University of North Carolina Hospitals 101 Manning Drive Room C2397 Chapel Hill NC 275997218 566001393 501(c)(3) 68000 Research 38 7 Recruitment Typing for the Be The Match Registry 575905 8518872 Transplant Support Assistance 1288 1014322 Donor Assistance 116 58808 Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: Patients apply for pre & post-transplant support grants through the Office of Patient Advocacy, a department within the National Marrow Donor Program. The pre-transplant grants are awarded to cover potentially uninsured donor search costs, and checks are written directly to transplant centers. The post-transplant grant application goes through a review process where patient monthly revenue and expenses are assessed in order to determine the level of need. Each patient can get a check(s) for the six month period following the date of transplant. These checks are sometimes written directly to the patient or cut directly to a vendor. These funds are used to cover such items as uninsured costs, co-pays, food, lodging, and ground transportation. X X 1 1 0 1 0 0 0 0 0 0 0 Jeffrey W Chell MD 0 365603 0 84657 0 38414 0 18569 0 51959 0 559202 0 22537 Gordon C Bryan 0 258873 0 108856 0 16231 0 6397 0 34305 0 424662 0 2600 Dennis L Confer MD 0 269814 0 104902 0 22591 0 12757 0 34305 0 444369 0 7964 Christine C Fleming 222406 0 0 0 95704 0 0 0 3499 0 321609 0 0 0 Douglas J Kingsriter 189023 0 101388 0 6222 0 0 0 34305 0 330938 0 0 0 Part I, Line 1a BTMF provided a gross up payment for the housing allowance provided to Christine Fleming, BTMF President, while she was relocating. Part I, Line 3: BTMF uses NMDP's compensation committee which is charged with setting the compensation of the organization's CEO. As reported on NMDP's Form 990, Schedule J, a compensation committee, independent compensation consultant, written employment contract(s), compensation surveys or studies, and approval by the board or compensation committee are all utilized when determining compensation. Part I, Line 4b: The organization offers its officers, vice presidents, and directors a 457(b) deferred compensation plan (the "Plan") created in accordance with applicable provisions of the Internal Revenue Code. The Plan permits employees to defer a portion of their salary until future years. The accumulated deferred compensation balance is not available to employees until termination, retirement, death or unforeseeable emergency. All amounts of compensation deferred under the Plan, and all income attributable to those amounts, are (until paid or made available to the employee or other beneficiary) solely the property of the Organization, and the Organization has all the related rights of ownwership (not restricted to the payment of benefits under the Plan), subject only to the claim of the Organization's general creditors. Participants' rights under the Plan are equal to those of general creditors of the Organization in an amount equal to the fair market value of the deferred amount for each participant. The related assets and liabilities are reported at fair market value based on quoted market prices and are included within deferred compensation funds and deferred compensation payable on the consolidated statement of financial position. The Organization also offers a supplemental benefits plan (the "Supplemental Plan") for its officers and vice presidents. Each year the Supplemental Plan contributes 14% of salary for the chief executive officer, 9% for other officers, and 4% for vice presidents. The Supplemental Plan is a flexible benefit plan allowing the officer to select from limited options, which include payment for individual long term care, and the balance as a contribution into the 457(b) deferred compensation plan (above), and/or a capital accumulation account to supplement current basic and supplemental benefits. For the vice presidents, the Supplemental Plan is a flexible benefit plan allowing them to select from limited options, which include a contribution to the 457(b) deferred compensation plan (above), and/or a capital accumulation account to supplement current basic and supplemental benefits. All supplemental Plan participants receive life insurance. The capital accumulation account was created in accordance with applicable provisions of the Internal Revenue Code. The contributions into the capital accumulation account are subject to a two year vesting period, with an employee election prior to the end of the first year to extend this to a five year vesting period. If the participant remains employed by the Organization after the vesting period, the accumulated account balance within the capital accumulation account will be paid out to each plan participant. The Supplemental Plan also provides for additional life insurance up to two times salary. The related assets and liabilities are reported at fair market value based on quoted market prices and are included within deferred compensation funds and deferred compensation payable on the consolidated statement of financial position. As of September 30, 2010, the Supplemental Plan has paid out the following: Jeffrey W. Chell, M.D.: $22,537 Gordon C. Bryan: $2,600 Dennis L. Confer, M.D.: $7,964 Supplemental Information Part III X 11 1955 Selling Price X 100 Selling Price X 89 Selling Price X 2 7142 Selling Price X 21 3100 Selling Price X 28 3443 Selling Price X Gift Certificates 162 55621 Selling Price X Tickets 29 4779 Selling Price X Advertising 11 6905 Selling Price 0 0 1 0 Form 990, Part VI, Section A, line 6 Be the Match Foundation is a wholly owned subsidiary of the National Marrow Donor Program. The National Marrow Donor Program board elects the Board of Directors of Be the Match Foundation and approves the actions of Be the Match Foundation. Form 990, Part VI, Section A, line 7a See explanation for Form 990, Part VI, Section A, line 6. Form 990, Part VI, Section A, line 7b See explanation for Form 990, Part VI, Section A, line 6. Form 990, Part VI, Section B, line 11 The organization contracted with an outside public accounting firm to prepare the Form 990. It was reviewed by management, the Finance Committee of the related organization (National Marrow Donor Program), and the organization's Board of Directors prior to filing. Form 990, Part VI, Section B, line 12c As a wholly owned subsidiary of NMDP, BTMF officers, directors, and key employees are required to follow the Conflict of Interest Policy enacted by NMDP. Each year, officers, directors, and key employees must complete a conflict of interest questionnaire. Upon receipt of the questionnaire or other information from a BTMF Member, the Executive Committee of NMDP shall review the questionnaire or matter to determine the existence of any possible conflicts of interest. The Executive Committee shall confer with the involved BTMF Member in the event it appears there is any actual or apparent conflict of interest. In the event it appears to the Executive Committee that a conflict of interest is present, the Executive Committee shall ask the BTMF Member to abstain from participation and voting in accordance with Article VI of the Conflict of Interest Policy and shall bring the matter to the attention of the Board of Directors or any appropriate committees of the Board of Directors for discussion and appropriate action. However, when a conflict of interest does in fact exist under the definition in Section II of the Conflict of Interest Policy, the BTMF Member with the conflict of interest shall not vote on the matter and may be excluded from participating in discussion. The BTMF Member with a conflict of interest may still be included for purposes of determining a quorum if the BTMF Bylaws so permit. Form 990, Part VI, Section B, line 15 BTMF utilizes NMDP's compensation committee which is charged with setting the compensation of the organization's CEO. During this process, the committee will be composed of individuals who are independent of the organization. The committee will review comparability data when setting compensation levels to ascertain the compensation is reasonable, non-excessive, and at fair market value. In addition, the Compensation Committee maintains Minutes documenting the rationale utilized to determine appropriate compensation for the CEO and other officers of the organization. The Committee will assure that the executives reporting directly to the CEO will also rely on comparability data fall within the parameters set forth within the compensation philosophy. Form 990, Part VI, Section C, line 19 The Conflict of Interest policy, Articles of Incorporation and Financial Statements are all made available to the public upon request. Summary financial statements are also included in our annual report, which is mailed to key stakeholders and posted on our website. Additionally, Articles of Incorporation are available through the MN Office of the Secretary of State, and Financial Statements may be obtained at the MN Office of the Attorney General. Form 990, Part VII The following individuals held positions at both BTMF and NMDP. The hours listed on Part VII are the average hours per week these individuals devoted to BTMF during the year. In addition, these individuals also devoted the following average hours per week to NMDP: Jeffrey W. Chell, M.D. 40 hours Gordon C. Bryan 40 hours Dennis L. Confer, M.D. 40 hours National Marrow Donor Program 3001 Broadway Street NE Suite 100 Minneapolis MN 55413 840865803 Saves lives through cellular transplantation CO 501(c)(3) 7 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0