2011-10-19T16:04:58-05:00 2011-03-31 Grant Thornton LLP 2010 CORPORATE RIDGE SUITE 400 MCLEAN VA 22102 990 2010-04-01 521969967 CAMPAIGN FOR TOBACCO-FREE KIDS CAMP 2022965469 1400 I STREET NW WASHINGTON DC 20005 MATTHEW L MYERS 2022965469 2011-10-18 true Cindy Anapolsky 7038477500 2010 2016-03-07 17:11:31Z MATTHEW L MYERS 1400 I STREET NW STE 1200 WASHINGTON DC 20005 25984644 false X HTTP://TOBACCOFREEKIDS.ORG X 1996 DC TO IMPROVE THE PUBLIC HEALTH BY PROMOTING THE ADOPTION AND IMPLEMENTATION OF PROGRAMS THAT REDUCE TOBACCO USE ESPECIALLY AMONG CHILDREN. 12 12 101 15 0 0 6985364 18951795 0 0 282631 132131 57900 76126 7325895 19160052 4079210 2957821 0 0 7338838 7214131 17280 0 1054250 6272650 6116606 17707978 16288558 -10382083 2871494 21675663 25571744 1014904 2043391 20660759 23528353 X TO IMPROVE THE PUBLIC HEALTH BY PROMOTING THE ADOPTION AND IMPLEMENTATION OF PROGRAMS THAT REDUCE TOBACCO USE ESPECIALLY AMONG CHILDREN. false false 9735038 2681857 SEE SCHEDULE O 2773159 256464 SEE SCHEDULE 0 1223355 19500 SEE SCHEDULE O 390252 14121804 true true false true false false false false false true false false false true true true false false true true true false false true false false true true true false false false false false false false false true false false false false true false false false false true 46 0 true 101 true false false false false false true true false false false false X 12 12 false false false false false false false true false false false true true true true true true true true false X JACQUELINE M BOLT 2022965469 1400 I STREET NW STE 1200 washington DC 20005 X William D Novelli 1.0 X X 0 0 0 Christopher Conley 1.0 X X 0 0 0 Lance Armstrong 1.0 X 0 0 0 Dileep G Bal MD 1.0 X 0 0 0 Nancy Brown 1.0 X 0 0 0 Barrie Fiske 1.0 X 0 0 0 Michael Moore 1.0 X 0 0 0 Kyle Picha 1.0 X 0 0 0 John R Seffrin PhD 1.0 X 0 0 0 Jonah Shacknai 1.0 X 0 0 0 Mark K Shriver 1.0 X 0 0 0 David R Smith MD 1.0 X 0 0 0 Matthew L Myers 25.0 X 157916 98306 41889 Jacqueline M Bolt 25.0 X 103763 65397 31300 Daniel E McGoldrick 39.0 X 172013 5606 43540 Vincent V Willmore 40.0 X 175698 0 24622 Yolonda Richardson 36.0 X 177967 19768 36550 Patricia A Lambert 6.0 X 31496 174900 36065 Anne J Ford 24.0 X 100565 67010 24328 Peter H Fisher 38.0 X 153197 8060 36029 John M Keightley 39.0 X 161682 1633 36900 Patricia Sosa 36.0 X 135228 15020 39757 1369525 455700 350980 23 false true false ALBOUM ASSOCIATES 2219 N QUANTICO STRETT ARLINGTON VA 22205 TRANSLATION SERVICES 239576 GMMB 1010 WISCONSIN AVENUE NW SUITE 80 WASHINGTON DC 20008 BROADCAST SERVICES 186146 HOME FRONT COMMUNICATIONS 1121 14TH STREET NW WASHINGTON DC 20005 BROADCAST SERVICES 176950 SMOKESCREEN LLC 2100 R STREET NW WASHINGTON DC 20008 consulting 110000 LAWYER'S COLLECTIVE WOMEN'S RIGHT I 63/2 GROUND FLOOR MASJID ROAD NEW DELPHI 0 IN ADVOCACY SERVICES 179951 5 489410 18462385 35000 18951795 0 114814 114814 0 0 6792588 2961 6773974 4258 18614 -1297 17317 17317 46360 489410 46360 0 0 5739 0 5739 HONORARIUM 900099 70387 70387 70387 19160052 202518 256464 256464 19500 19500 2681857 2681857 0 744155 629041 110743 4371 0 5111706 4140393 333364 637949 457226 369808 30003 57415 542458 421016 40672 80770 358586 293969 24892 39725 0 38482 21535 16947 56649 56649 0 0 0 808479 690396 72478 45605 0 338492 224677 84495 29320 163978 105588 41530 16860 0 720855 577170 75738 67947 989783 964153 9820 15810 0 630715 585305 14451 30959 3943 637 3306 0 201151 76188 124963 67957 3790 64167 PUBLIC SVCS MEDIA 1232692 1232692 RESEARCH 599031 599031 TRANSLATIONS 122666 122666 RECRUITING 51200 49444 1590 166 SPECIAL EVENTS PRINTING - KBD 28650 28650 61883 27834 6696 27353 16288558 14121804 1112504 1054250 200 200 8080816 6209163 4365482 10483410 205592 340773 204287 79258 2258793 1050059 344736 1208734 8369888 6937711 104662 312495 21675663 25571744 897783 773402 18721 22190 98400 1247799 1014904 2043391 X 6193123 4699836 14467636 18828517 20660759 23528353 21675663 25571744 X 2871494 -3900 X false true true X false X 13175347 12270469 28003233 6985364 18951795 79386208 13175347 12270469 28003233 6985364 18951795 79386208 62884569 16501639 265098 336271 414381 260727 114814 1391291 2203 70387 72590 80850089 566152 0.20410 0.32823 X THE ORGANIZATION SATISFIES THE FACTS & CIRCUMSTANCES TEST FOR PUBLIC CHARITY STATUS. IN 2010, THE ORGANIZATION MAINTAINED AN ONGOING DEVELOPMENT PROGRAM DESIGNED TO SECURE CONTRIBUTED INCOME FROM INDIVIDUALS, FOUNDATIONS, CORPORATIONS AND OTHER ORGANIZATIONS. THE ORGANIZATION SOLICITED MAJOR GIFTS THROUGH PERSONAL SOLICITATION; CONDUCTED A SERIES OF DIRECT MARKETING ACTIVITIES (I.E. DIRECT MAIL, E-MAIL); HOSTED A MAJOR FUNDRAISING EVENT; AND SUBMITTED WRITTEN PROPOSALS AND REQUESTS FOR SUPPORT. IN ADDITION, THE ORGANIZATION MAINTAINS AN ACTIVE PRESENCE ON THE INTERNET AND THROUGH SOCIAL MEDIA TO RECRUIT DONORS AND SOLICIT DONATION. THESE EFFORTS PRODUCED OVER 1,300 GIFTS FROM ALMOST 550 DONORS. FURTHER, THE ORGANIZATION SATISFIES THE FACTS AND CIRCUMSTANCES TEST BECAUSE ITS MISSION IS TO PROTECT THE PUBLIC'S HEALTH BY REDUCING THE DEATH AND DISEASE CASUED BY TOBACCO USE. THE WORK THAT IT DOES BENEFITS THE GENERAL PUBLIC - WHETHER THEY USE TOBACCO OR NOT. FINALLY, THE BOARD OF DIRECTORS IS BROADLY REPRESENTATIVE OF THE PUBLIC AND WORKS TO ENSURE THAT THE ORGANIZATION'S PROGRAMS EFfECTIVELY ADVANCE THE ORGANIZATION'S MISSION. THE DECREASE IN REPORTED PUBLIC SUPPORT IN 2010 (20.41%) COMPARED TO 2009 (32.82%) IS THE RESULT OF A TWO YEAR GRANT AWARDED BY ONE CONTRIBUTOR IN 2010. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 57031 85413 142444 13979360 14121804 856090 214023 846970 1000000 913083 856090 3616143 5424215 751767 445628 192483 142444 1532322 211743 250000 228271 214023 904037 1356056 159483 101580 54237 57031 372331 979802 104781 875021 853330 622077 231253 425661 323201 102460 1208734 0 DEFERRED RENT 1197586 CAPITAL LEASE OBLIGATION 50213 1247799 19160052 16288558 2871494 -3900 -3900 2867594 19202512 -3900 46360 42460 19160052 19160052 16334918 46360 46360 16288558 16288558 PART XII, LINE 2D This amount represents the expenses at the gala events PART X, LINE 2 FIN 48 Effective in 2009, the Campaign adopted new guidance that creates a single model to address uncertainty in tax positions and clarifies the accounting for income taxes by prescribing the minimum recognition threshold a tax position is required to meet before being recognized in its financial statements. Under the requirements of this guidance, organizations could now be required to record an obligation as the result of tax positions they have historically taken on various tax exposure items. The impact of the adoption of this guidance did not have a material effect on the financial statements of the Campaign. Prior to the adoption of this guidance, the determination of when to record a liability for a tax exposure was based on whether a liability was considered probable and reasonably estimable in accordance with guidance concerning recording of contingencies. PART XIII, LINE 2D This amount represents the expenses at the gala events true East Asia and the Pacific 6 7 Program Services SUPPT TOBACCO CONTROL 803619 South Asia 6 6 Program Services SUPPT TOBACCO CONTROL 1095628 Russia and the Newly Independent States 1 2 Program Services SUPPT TOBACCO CONTROL 201453 Sub-Saharan Africa 0 0 Program Services SUPPT TOBACCO CONTROL 203410 North America 0 0 Program Services SUPPT TOBACCO CONTROL 97834 South America 0 0 Program Services SUPPT TOBACCO CONTROL 257500 Europe (Including Iceland and Greenland) 0 0 Program Services SUPPT TOBACCO CONTROL 17413 13 15 13 15 2676857 2676857 South America Tobacco Cntl 37500 South Asia Tobacco Cntl 12507 South America Tobacco Cntl 20000 East Asia/Pacific Tobacco Cntl 122500 South Asia Tobacco Cntl 128649 South Asia Tobacco Cntl 10000 South Asia Tobacco Cntl 9089 East Asia/Pacific Tobacco Cntl 40625 East Asia/Pacific Tobacco Cntl 45470 South America Tobacco Cntl 200000 East Asia/Pacific Tobacco Cntl 5760 North America Tobacco Cntl 10032 East Asia/Pacific Tobacco Cntl 28175 East Asia/Pacific Tobacco Cntl 12980 East Asia/Pacific Tobacco Cntl 112110 South Asia Tobacco Cntl 158150 Sub-Saharan Africa Tobacco Cntl 10545 East Asia/Pacific Tobacco Cntl 14800 South Asia Tobacco Cntl 124780 Europe/Iceland/Greenland Tobacco Cntl 12413 Sub-Saharan Africa Tobacco Cntl 27959 North America Tobacco Cntl 52445 Russia Tobacco Cntl 193093 Russia Tobacco Cntl 8360 East Asia/Pacific Tobacco Cntl 59500 North America Tobacco Cntl 25033 North America Tobacco Cntl 10324 East Asia/Pacific Tobacco Cntl 273292 South Asia Tobacco Cntl 159933 East Asia/Pacific Tobacco Cntl 71125 East Asia/Pacific Tobacco Cntl 17282 South Asia Tobacco Cntl 450000 South Asia Tobacco Cntl 42520 Sub-Saharan Africa Tobacco Cntl 164906 0 34 false false false false false false SCHEDULE F, PART I, LINE 2 CFTFK's international grants support non-lobbying activities of non-governmental and civil society organizations working to working to implement and enforce tobacco control policies in low- and middle-income foreign countries. To effectively control and monitor the recipient's use of the grant funds, the Campaign maintains the following policies & procedures: The Campaign does a careful programmatic and financial review of all grant applicants and proposals to ensure that project objectives and activities are in line with CTFK goals and fit within the applicant organization's capacity and experience. The Campaign does not fund any activities that might include lobbying government officials, advocating for specific legislative initiatives, or supporting or opposing candidates for elected office. The Campaign requires detailed information from each grant applicant so that it can follow the U.S. Department of the Treasury anti-terrorist funding guidelines regarding charitable grants to foreign entities or individuals. Among other things, the Campaign ensures, prior to issuing any grant, that neither the recipient organization nor any of its directors, top executive staff, major funders or major recipients of organization grants are listed on any of the major databases of persons and organizations linked with terrorism. The international grant agreements, themselves, contain specific provisions to protect against grant funds being used to support terrorist organizations or activities, to support or oppose any candidates for political office, for lobbying purposes, or in violation of any applicable laws. Except for some relatively small grants with short time frames, CFTFK breaks up its payment of the total grant amounts into installment payments to help ensure compliance with the grant agreements and so that the entire grant amounts are never at risk of improper use or diversion. CFTFK also requires interim reports, including financial reporting, that must be received and approved to ensure proper use of received grant funds before additional installment payments are made. As part of the financial reporting, grantee organizations are required to submit annual financial statements and/or audit documents. For larger grants, CFTFK undertakes site visits, as well, to ensure the proper use of grant funds, to check the internal financial control systems of the recipient organizations, and to engage in other oversight and support activities. At the conclusion of all grants, grantee organizations are required to submit final narrative and financial reports, which are analyzed to ensure that all grant activities have been completed, all funds have been expended and expended in accordance with U.S. government and local government regulations and restrictions, and all other requirements have been fulfilled under the terms of the grant. 2010 GALA 168830 141660 27170 27170 2011 GALA 366940 347750 19190 19190 0 535770 489410 46360 46360 46360 0 true American Cancer Society 2433 Ridgepoint Dr Austin TX 78757 237040934 501(C)(3) 10000 Gen Support Johns Hopkins University 615 N Wolfe Street W6028 BALTIMO Baltimore MD 21205 520595110 501(C)(3) 157500 TOBACCO CNTL Georgetown University 600 New Jersey Avenue NW WASHINGTO Washington DC 200012022 530196603 501(C)(3) 88964 TOBACCO CNTL 3 0 Scholarships 7 19500 SCHEDULE I PART IV Procedures for Monitoring U.S. Grants The Campaign for Tobacco-Free Kids (CFTFK) domestic grant program supports the tobacco control efforts of 501(c)(3) nonprofits throughout the United States through both general-purpose and project-specific grants. In both cases, grants are given only to organizations that CFTFK has worked with in the past and will continue to be working with on an ongoing basis. This familiarity with grant recipients, and the continuing working relationships, makes grant oversight much easier and more direct. To effectively control and monitor the recipient's use of the grant funds, the Campaign also maintains the following policies & procedures. Grant applications are solicited, primarily by the CFTFK team of Regional Advocacy Directors, from suitable 501(c)(3) nonprofits that the Regional Advocacy Directors have worked with in the past and will be working with in the future. In the case of CFTFK's non-lobbying project-specific grants, the CFTFK team of Regional Advocacy Directors works in conjunction with staff from the American Cancer Society and the American Heart Association. Each grant proposal is submitted on forms provided by CFTFK that require detailed information to allow for a careful evaluation of the grant proposal and the recipients ability to use the grant funds effectively, as well as formal confirmation of the applicant's 501(c)(3) status. General purpose grant applications are evaluated by the Regional Advocacy Directors, the Vice-President for State Issues and other relevant CFTFK staff, sometimes in consultation with others familiar with the applicant. The project-specific grants are evaluated by the same CFTFK personnel in monthly teleconference discussions that also include management-level representatives from the aforementioned organizations. After clarifying any issues raised relating to a proposal, including possible revisions to the proposal, those reviewing the application recommend whether or not the grant should be made. The proposals and related grant documents for recommended grants are reviewed by the CFTFK Vice President for State Issues, General Counsel, and Vice President for Finance & Administration. Upon their approval, the grant letter (for general purpose grants) or grant agreement (for project-specific grants) is submitted to CFTFK's President for final approval and signature, with project grant agreements also signed by a legally authorized representative of the grantee. After the check is disbursed, the relevant Campaign Regional Advocacy Director works with the grantee on an ongoing basis to confirm that the grant funds are used consistently with the grant agreement. The general purpose grant letters provide that the funds may be used only for activities 501(c)(3) nonprofits may legally engage in and must be used for the general purpose of preventing and reducing tobacco use or its harms. The project-specific grant agreements are much more detailed and restrictive, requiring that the funds not only be used solely for activities 501(c)(3) nonprofits may legally engage but also only to promote the grant project, pursuant to the provided budget. CFTFK may provide a domestic grant explicitly for direct or grassroots lobbying purposes - either to 501(c)(3) or 501(c)(4) nonprofits - in which case CFTFK counts that expenditure toward its lobbying limits. Similar procedures and oversight as those described above apply to any such grants, with additional attention to ensuring compliance with any applicable laws relating to lobbying activities. X X false false false false false false false false false Matthew L Myers 144357 89865 0 0 13559 8441 13590 8460 12227 7612 183733 114378 0 0 Jacqueline M Bolt 101555 64005 0 0 2208 1392 9739 6138 9460 5962 122962 77497 0 0 Daniel E McGoldrick 172013 5606 0 0 0 0 16280 531 25886 844 214179 6981 0 0 Vincent V Willmore 159198 0 0 0 16500 0 15877 0 8744 0 200319 0 0 0 Yolonda Richardson 168899 18761 0 0 9068 1007 16322 1813 16574 1841 210863 23422 0 0 Patricia A Lambert 28368 157528 0 0 3128 17372 2861 15886 2643 14675 37000 205461 0 0 Anne J Ford 90663 60412 0 0 9902 6598 9108 6069 5492 3659 115165 76738 0 0 Peter H Fisher 132545 6974 0 0 20652 1086 14418 759 19810 1042 187425 9861 0 0 John M Keightley 149802 1513 0 0 11880 120 14979 151 21552 218 198213 2002 0 0 Patricia Sosa 130908 14540 0 0 4320 480 13198 1466 22584 2509 171010 18995 0 0 X 1 35000 COST/SELLING PRICE false false true SCHEDULE M PART I LINE 32B Our primary banker (Bank of America Merrill Lynch) acts as an authorized third-party agent to process, and sell the organizations non-CASH contributions (stocks). PART III, LINE 4A International Programs Educated the American public, health officials, policy makers, and a variety of domestic and in-country non-profits about the need for international tobacco control efforts and the domestic and global significance of the World Health Organization's Framework Convention on Tobacco Control, promoted advocacy efforts in support of tobacco control policies that reduce tobacco use in low and middle income countries, provided a wide range of assistance to those working on policy advocacy campaigns, including strategic planning, campaign implementation, communications and media outreach, policy research and legal drafting analysis, sponsored a Judy Wilkenfeld Award for International Tobacco Control Excellence to support up-and-coming international advocates who have made a major contribution to reducing tobacco use. PART III, LINE 4B Advocacy and Technical Assistance Provided extensive technical information and assistance to organizations at the national, state and local levels; sponsored a grant program for state and locally-based charities to support new efforts to reduce tobacco use by children; maintained relationships with policy-makers at the federal level to promote public health-oriented policies. Research Conducted secondary and primary research to support organization-wide advocacy and communication efforts; implemented message development and testing for communications, monitoring public opinion, policy analysis and producing information on tobacco industry marketing practices and their effects; developed and refined organization-wide research strategies and tactics; created fact sheets, briefing papers and media materials . PART III, LINE 4C Public Information and Communications Planned and executed a comprehensive public education campaign disseminating timely, up-to-date information to the media and general public regarding tobacco use by children, primarily via media relations and advertising; sponsored a grant program for state and locally-based charities to conduct education advertising; sponsored a national "Kick Butts Day" program to involve school-aged children in efforts to prevent the sale and marketing of tobacco products to kids; and sponsored a national "Youth Advocates of the Year" awards program, including a "Youth Advocacy Symposium" where current and past award winners participate in advocacy events and training. PART III, LINE 4D CONSTITUENT RELATIONS & OUTREACH MAINTAINED AND EXPANDED RELATIONSHIP WITH 140 PARTNER ORGANIZATIONS; ENGAGED IN ADVOCATES IN SUPPORT OF THE CAMPAIGN'S ACTIVITIES, SPONSORED A GRANT PROGRAM FOR FAITH-RELATED ORGANIZATIONS THAT ARE NOT NORMALLY INVOLVED IN THE TOBACCO CONTROL MOVEMENT IN ORDER TO SUPPORT NEW EFFORTS TO PROTECT CHILDREN FROM TOBACCO USE. PART VI, SECTION A, LINE 8B No Committees are authorized to act on behalf of the Board. PART VI, SECTION B, LINE 11 The Finance & Administration staff, in consultation with our outside accounting firm, prepare the 990 form each year. Additionally, the organization's counsel reviews the form 990. Once it is completed and approved by the Vice-President for Finance & Administration and the President, it is presented to the Finance Committee of the Board of Directors (which includes the Treasurer) along with key underlying data and records. The Finance Committee is given ready access to relevant staff as well as the accounting firm in the event that the Committee has questions or wants to review any data or records that were not initially provided. The Board Members are provided a copy of the form 990 prior to it being submitted to the IRS. PART VII, SECTION B, LINE 12 The Campaign for Tobacco-Free Kids has a formal, written conflict of interest policy for staff that is periodically reviewed and, as needed, updated and revised. The written policy is periodically distributed to all staff and board members, and always distributed when any significant changes are made. All new staff members and new board members are given a copy of the written staff conflicts of interest policy, and it is included in the employee manual and is available on the Campaign's internal computer network. The conflict of interest policy clearly states that staff must disclose any of their existing or planned activities that might constitute a conflict of interest and that the Campaign reserves the right to take any reasonable action to resolve a conflict situation, including the possible termination of an employee. A written conflict of interest policy for board members and related procedures has been completed and approved by the Board. PART VI, SECTION B, LINE 15 Executive Compensation: The President's compensation is reviewed and approved annually by the Compensation Committee that is comprised of four Board Members who work at similar organizations and are familiar with comparable compensation for similarly qualified individuals. The Compensation Committee evaluates the performance of the President annually and makes recommendations to the Board on salary increases based on performance and the average rate of inflation. Compensation is considered and approved in an executive session by the full Board of Directors. The Board also reviews the salaries of the Executive Management Team. The President reviews the Executive Management Team's performance and compensation and makes recommendations to the Board of Directors on their salary increases based on the average rate of inflation. Periodically, the compensation of the executive management team is reviewed to ensure that compensations are in line with similarly qualified individuals in comparable positions at other non-profit organizations. PART VI, SECTION C, LINE 17 AL, AK, AZ, AR, CA, CO, CT, DC, FL, GA, IL, KS, KY, ME, MD, MA, MI, MN, MS, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, VA, WA, WV, WI. PART VI, SECTION C, LINE 19 articles of incorporation and annual report ARE available by public filing and/or UPON request. Part XI, Line 5 Unrealized Gain on Investment (3900) HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Matthew L. Myers TITLE:President HOURS:15 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Jacqueline M. Bolt TITLE:VP of F&A and Board Treasurer HOURS:15 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Daniel E. McGoldrick TITLE:VP of research and Board Sec. HOURS:1 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Yolonda Richardson TITLE:VP of International Programs HOURS:4 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Patricia A. Lambert TITLE:Director Intl Legal Consortium HOURS:34 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Anne J. Ford TITLE:VP of Federal Relations HOURS:16 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Peter H. Fisher TITLE:VP of State Issues HOURS:2 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:John M. Keightley TITLE:VP of Development HOURS:1 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Patricia Sosa TITLE:Director, Latin America Team HOURS:4 Tobacco-Free Kids Action Fund 1400 I STREET NW SUITE 1200 WASHINGTON DC 20005 521974904 EDUCATION DC 501(C)(4) false false false false false false false false false false false false true true false true false false TOBACCO - FREE KIDS ACTION FUND M 60555 TOBACCO - FREE KIDS ACTION FUND N 2218224 TOBACCO - FREE KIDS ACTION FUND P 1081279