2026-08-14T12:29:39-05:00 2025-09-30 390859910 BAKER TILLY ADVISORY GROUP LP 225 S 6TH ST 1100 MINNEAPOLIS MN 55402 990 2024-10-01 411704734 NMDP FOUNDATION NMDP 7634068700 500 N 5TH ST MINNEAPOLIS MN 554011206 KATHERINE HEYERDAHL CHIEF FINANCIAL OFFICER 7634068700 2026-08-13 1 1 KAREN A GRIES P00078514 6128764500 2026-08-13 2024 2025-03-06 01:10:19Z ERICA JENSEN 500 N 5TH ST MINNEAPOLIS MN 554011206 26562812 0 X WWW.NMDP.ORG X 1991 MN RAISES FUNDS TO SUPPORT THE NATIONAL MARROW DONOR PROGRAM (NMDP) MISSION: WE SAVE LIVES THROUGH CELL THERAPY. 18 17 48 3000 0 0 22907977 22955839 0 0 2335205 744341 -938540 -1121475 24304642 22578705 12389221 10856699 0 0 7240574 7946333 482576 440705 2113951 1952631 1803386 22065002 21047123 2239640 1531582 18372366 21792707 1852736 3090498 16519630 18702209 X SEE SCHEDULE O 0 0 7020503 7020503 PATIENT ASSISTANCE:THE NMDP FOUNDATION PROVIDES FINANCIAL ASSISTANCE TO PATIENTS THROUGHOUT EACH STAGE OF THE TRANSPLANT PROCESS. FUNDED BY PHILANTHROPY, IN FY25, MORE THAN $7 MILLION WAS PROVIDED TO OVER 3,000 PATIENTS FROM 148 TRANSPLANT CENTERS. IN FY25, THE PROPORTION OF GRANT RECIPIENTS WHO IDENTIFIED AS NON-HISPANIC WHITE RANGED FROM 0%-67% DEPENDING ON THE GRANT TYPE. FOR THE SICKLE CELL FERTILITY PRESERVATION GRANT, WHICH HELPS PAY FOR FERTILITY PRESERVATION AND STORAGE PRE-TRANSPLANT FOR SICKLE CELL DISEASE, ALL RECIPIENTS IDENTIFIED AS EITHER BLACK / AFRICAN AMERICAN OR HISPANIC. FOR THE JOHN AND CARYN CAMIOLOG SURVIVORSHIP GRANT, 67% OF RECIPIENTS IDENTIFIED AS NON-HISPANIC WHITE.THE SICKLE CELL FERTILITY PRESERVATION GRANT HELPS PAY FOR FERTILITY PRESERVATION AND STORAGE FEES FOR PATIENTS WITH SICKLE CELL DISEASE PREPARING FOR TRANSPLANT. THIS GRANT IS PAID TO THE FERTILITY PRESERVATION CLINIC OR PATIENT WHEN INSURANCE DOES NOT COVER THIS COST. IN FY25, THIS GRANT WAS DISTRIBUTED TO 27 PATIENTS WITH AN AVERAGE AWARD AMOUNT OF $6,695. NMDP ALSO PROVIDES FUNDING TO HELP WITH THE MANY UNCOVERED OUT-OF-POCKET EXPENSES FOR PATIENTS BEFORE AND AFTER TRANSPLANT. THE TSA GRANT PROVIDES DIRECT FINANCIAL ASSISTANCE TO QUALIFIED FAMILIES BOTH PRE- AND POST-TRANSPLANT. TSA HELPS WITH EXPENSES SUCH AS TRANSPORTATION, TEMPORARY RELOCATION, COPAYS AND INSURANCE PREMIUMS. FOR THIS GRANT, 63% OF RECIPIENTS IDENTIFIED AS NON-HISPANIC WHITE. IN FY25, 3,621 TSA AWARDS WERE GRANTED TO 2,727 PATIENTS PRE- AND POST-TRANSPLANT WITH THE AVERAGE AWARD BEING $1,290. THE AWARD AMOUNT IS DETERMINED BASED ON A FEDERAL POVERTY LEVEL SLIDING SCALE. PATIENTS CAN RECEIVE BOTH PRE- AND POST-TRANSPLANT AWARDS IF THEY MEET ELIGIBILITY. THE CAMIOLO SURVIVORSHIP GRANT (CAM) PROVIDES DIRECT FINANCIAL ASSISTANCE TO ELIGIBLE PATIENTS, WHO ARE AT LEAST THREE MONTHS POST-TRANSPLANT AND WHO ARE ACTIVELY RECEIVING TREATMENT FOR CHRONIC GRAFT-VERSUS-HOST DISEASE. CAM HELPS WITH UNCOVERED COSTS OF TREATMENT AND PRESCRIPTIONS. IN FY25, 180 PATIENTS WERE HELPED THROUGH THE CAM GRANT WITH EACH PATIENT AWARDED $750.THE CHELL TRAVEL GRANT PROVIDES DIRECT FINANCIAL ASSISTANCE TO ELIGIBLE PATIENTS WHO NEEDED ASSISTANCE WITH TRAVEL COSTS TO PARTICIPATE IN CLINICAL TRIALS THAT TREAT BLOOD CANCERS OR BLOOD DISORDERS. FOR THIS GRANT, 54% OF RECIPIENTS IDENTIFIED AS NON-HISPANIC WHITE. IN FY25, 157 PATIENTS RECEIVED THE CHELL TRAVEL GRANT WITH THE AVERAGE AWARD AMOUNT BEING $1,598.TWO CRISIS GRANTS HELP PATIENTS EXPERIENCING A SIGNIFICANT CRISIS EVENT IMPACTING ACCESS TO TRANSPLANT OR POST-TRANSPLANT CARE. THE IRA AND DIANA RIKLIS CRISIS GRANT PROVIDES UP TO $10,000 IN DIRECT FINANCIAL ASSISTANCE TO QUALIFIED PATIENTS POST-TRANSPLANT AND THE MAKE ME STRONGER CRISIS GRANT PROVIDES UP TO $15,000 PRE-TRANSPLANT. IN FY25, 61 PATIENTS WERE HELPED THROUGH THESE CRISIS GRANTS WITH THE AVERAGE AWARD AMOUNT BEING $8,858. A TEAM OF BMT SOCIAL WORKERS AND NAVIGATORS DEFINES THE ELIGIBILITY CRITERIA WHICH IS USED TO ENSURE FAIR AND CONSISTENT DISTRIBUTION OF THIS GRANT. IN FY25, 47% OF GRANT RECIPIENTS IDENTIFIED AS NON-HISPANIC WHITE. 555805 555805 RECRUITMENT:THE NMDP REGISTRY IS A LISTING OF MILLIONS OF POTENTIAL DONORS AND CORD BLOOD UNITS. EVERY SEARCH THROUGH NMDP PROVIDES PATIENTS WITH ACCESS TO MORE THAN 43 MILLION POTENTIAL ADULT DONORS AND MORE THAN 761,000 CORD BLOOD UNITS WORLDWIDE. THE BEST MATCH FOR A PATIENT IS TYPICALLY SOMEONE WHO SHARES THEIR ETHNIC BACKGROUND. IMPROVING THE ETHNIC DIVERSITY OF THE NMDP REGISTRY IMPROVES ALL PATIENTS' ODDS OF FINDING THEIR BEST MATCH, REGARDLESS OF ETHNIC BACKGROUND.PEOPLE BETWEEN THE AGES OF 18 AND 35 ARE MOST URGENTLY NEEDED. RESEARCH HAS SHOWN THAT CELLS FROM YOUNGER DONORS LEAD TO BETTER LONG-TERM SURVIVAL FOR PATIENTS.IN FY25, MORE THAN 230,000 POTENTIAL DONORS JOINED THE NMDP REGISTRY (35% OF WHOM WERE ETHNICALLY DIVERSE) AND MORE THAN 4,300 UMBILICAL CORD UNITS WERE ADDED TO THE REGISTRY. 1503037 1503037 RESEARCH: RESEARCH INNOVATIONS ARE CRITICAL TO EXPANDING TREATMENT TO MORE PATIENTS AND IMPROVING OUTCOMES. EACH YEAR, THE NMDP FOUNDATION IS PROUD TO INVEST IN RESEARCH THROUGH:THE NMDP AMY STRELZER MANASEVIT RESEARCH PROGRAM: THE AMY PROGRAM FUNDS EARLY CAREER INVESTIGATORS FOCUSED ON ADVANCES IN THE PREVENTION AND TREATMENT OF POST-CELL THERAPY COMPLICATIONS (E.G., GRAFT-VERSUS-HOST -DISEASE AND INFECTION).IN 2025, WE FUNDED THE WORK OF 12 AMY SCHOLARS. AMY SCHOLARS HAVE GONE ON TO BECOME LEADERS IN THE FIELD, PURSUING SCIENTIFIC ADVANCES THAT HELP NMDP PATIENTS LIVE LONGER, HEALTHIER LIVES. SINCE 1998, THE NMDP FOUNDATION HAS INVESTED NEARLY $13 MILLION TO HELP LAUNCH THE CAREERS OF 53 YOUNG PHYSICIAN-SCIENTISTS. AFTER RECEIVING THEIR NMDP AMY SCHOLAR AWARD, 53 YOUNG PHYSICIAN-SCIENTISTS HAVE GONE ON TO WIN MORE THAN $250 MILLION IN SUBSEQUENT GOVERNMENT GRANT FUNDING TO PURSUE THE DISCOVERIES TO HELP PATIENTS LIVE LONGER, HEALTHIER LIVES AFTER CELL THERAPY. TODAY, THE AMY STRELZER MANASEVIT RESEARCH PROGRAM FOR THE STUDY OF POST-CELL THERAPY COMPLICATIONS IS ONE OF THE LARGEST AND MOST COVETED FELLOWSHIPS IN THE FIELD OF TRANSPLANTATION.NMDP DONOR FOR ALL: THIS SERIES OF TRANSFORMATIONAL MULTI-CENTER CLINICAL TRIALS IS TESTING A NEW TRANSPLANT PROTOCOL AIMED AT MAKING MISMATCHED DONOR TRANSPLANTS SAFER AND MORE EFFECTIVE, WITH THE GOAL OF EXPANDING ACCESS TO TRANSPLANT TO THOUSANDS OF PATIENTS WHO LACK A FULLY MATCHED DONOR.ANTHONY NOLAN TRUST: PROVIDE SUPPORT TO THE ANTHONY NOLAN RESEARCH INSTITUTE TO CONTINUE DEVELOPMENT AND MAINTENANCE OF AN HLA CLASS I AND II SEQUENCE DATABASE AND PROVISION OF HLA CLASS I AND II SEQUENCE INFORMATION.CIBMTR (CENTER FOR INTERNATIONAL BLOOD AND MARROW TRANSPLANT RESEARCH) A PARTNERSHIP BETWEEN THE MEDICAL COLLEGE OF WISCONSIN AND NMDP IS THE LEADING HUB FOR TRANSPLANT AND CELL THERAPY RESEARCH. NMDP FOUNDATION HELPS TO FUND VARIOUS OTHER INNOVATIVE RESEARCH STUDIES LED AND MANAGED BY CIBMTR. 7780265 1777354 OTHER PROGRAM:THE NMDP FOUNDATION PARTNERS WITH NMDP TO ADVANCE VARIOUS INITIATIVES THAT DIRECTLY SUPPORT PATIENTS AND PROVIDERS. THESE PROGRAMS INCLUDE:NMDP PROVIDES COMPREHENSIVE EDUCATION AND SUPPORT SERVICES TO PATIENTS AND THEIR FAMILIES THROUGH ONE-ON-ONE NAVIGATION SUPPORT, VIDEO, PRINTED, AND DIGITAL EDUCATION RESOURCES, COUNSELING, NMDP PEER CONNECT PROGRAM, AND THE JASON CARTER CLINICAL TRIALS SEARCH AND SUPPORT PROGRAM, WHICH HELPS PATIENTS WITH LIFE-THREATENING BLOOD DISORDERS FIND CLINICAL TRIALS. NMDP FOUNDATION RAISES FUNDS TO SUPPORT THESE CRITICAL SERVICES.NMDP ALLOCATES COMPENSATION AND BENEFITS AND OCCUPANCY COSTS TO PROGRAMS BASED ON EMPLOYEE RESPONSIBILITIES. 7780265 1777354 16859610 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 1 0 0 0 0 0 1 1 1 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 415 0 1 48 1 0 1 MX 0 0 0 1 1 0 0 0 0 0 0 X 18 17 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AR CA FL GA HI IL KS KY MA MD MI MN MS NH NJ NM NY NC OR PA RI SC TN UT VA WV WI ND X X KATHERINE HEYERDAHL 7634064275 500 N 5TH ST MINNEAPOLIS MN 554011206 AMY RONNEBERG NMDP CHIEF EXECUTIVE OFFICER 2.00 48.00 X X 0 1855370 296877 MELISSA KONG CHAIR 1.00 0.00 X X 0 0 0 RAMESH SUBRAHMANIAN SECRETARY 1.00 0.00 X X 0 0 0 ANDREW BLOCK DIRECTOR 1.00 0.00 X 0 0 0 BILL FURLONG TREASURER 1.00 0.00 X X 0 0 0 BRIAN BERG DIRECTOR 1.00 0.00 X 0 0 0 BRUCE MANASEVIT DIRECTOR 1.00 0.00 X 0 0 0 CHRISTINE HOULDSWORTH DIRECTOR 1.00 0.00 X 0 0 0 DERYN POMEROY DIRECTOR 1.00 0.00 X 0 0 0 DIANNA CERVANTES VICE CHAIR 1.00 0.00 X X 0 0 0 GUSTAVO ALCOCER DIRECTOR 1.00 0.00 X 0 0 0 JOHN PRESLEY DIRECTOR 1.00 0.00 X 0 0 0 LAURA MICHAEL DIRECTOR 1.00 0.00 X 0 0 0 MELODY SMITH DIRECTOR 1.00 0.00 X 0 0 0 MICHAEL STEWART IMMEDIATE PAST CHAIR 1.00 0.00 X X 0 0 0 REBECCA WENNGATZ DIRECTOR 1.00 0.00 X 0 0 0 SARAH ASMA DIRECTOR 1.00 0.00 X 0 0 0 SULEIKA JAOUAD DIRECTOR 1.00 0.00 X 0 0 0 KATHERINE HEYERDAHL CHIEF FINANCIAL OFFICER 2.00 48.00 X 0 376054 30432 JOY KING CHIEF ADVANCEMENT OFFICER 20.00 30.00 X 262980 394471 49185 TODD PETERSON EXECUTIVE DIRECTOR 50.00 0.00 X 359554 0 85054 ANGIE FITZGERALD SR DIRECTOR, CORPORATE PARTNERSHIPS 50.00 0.00 X 309082 0 50458 DANIEL LEE DIRECTOR, MAJOR AND PLANNED GIFTS 50.00 0.00 X 198071 0 35732 JACQUELINE CHANDONNET DIRECTOR, DEVELOPMENT 50.00 0.00 X 189205 0 23718 KEVIN HEALY DIRECTOR, ADVANCEMENT SERVICES 50.00 0.00 X 186644 0 47503 1505536 2625895 618959 19 0 1 0 COMMUNITY COUNSELLING SERVICE 527 MADISON AVENUE- FIFTH FLOOR NEW YORK NY 10022 FUNDRAISING CONSULTING 448604 ACCESS XP 2305 HISTORIC DECATUR ROAD- SUITE 1 SAN DIEGO CA 92016 EVENT SERVICES 267307 25 BROADWAY BALLROOM DBA CIPRIANI 25 BROADWAY 100 EAST AND 42ND STRE NEW YORK NY 10017 FACILITY RENTAL AND EVENT SERVICES 193425 BLACKBAUD PO BOX 844827 BOSTON MA 022844827 SOFTWARE SUPPORT 174879 4 1743565 7971487 13240787 311540 22955839 385114 385114 3135505 2776278 359227 359227 359227 60152 1743565 1207661 -1147509 -1147509 26200 168 26032 26032 FOREIGN CURRENCY GAIN 900099 2 2 2 22578705 0 0 -377134 4373331 4373331 6482903 6482903 465 465 666697 461099 82658 122940 5596336 3617955 1109460 868921 281099 194413 34851 51835 1013038 615584 260268 137186 389163 269152 48249 71762 25000 25000 440705 440705 19783 19783 93072 71665 1861 19546 471261 169654 28276 273331 522706 384010 115553 23143 231121 231121 267630 185098 33181 49351 29122 29122 RECOGNITION 95226 34281 5714 55231 REGISTRATIONS 48465 48465 21047123 16859610 2073562 2113951 2008741 2744960 3261229 4867463 0 48735 189625 139534 12912771 13992015 18372366 21792707 1838532 3090498 14204 0 1852736 3090498 X 4690433 3611588 11829197 15090621 16519630 18702209 18372366 21792707 X 1531582 648997 2000 X 0 1 X 1 0 X 20737956 13066515 18893262 22907977 22955839 98561549 20737956 13066515 18893262 22907977 22955839 98561549 35223165 63338384 260691 293611 283513 463724 385114 1686653 3 -70 -259 8 2 -316 100247886 0.63180 0.61210 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FOREIGN CURRENCY GAIN - 2020 AMOUNT: $ 3. 2021 AMOUNT: $ -70. 2022 AMOUNT: $ -259. 2023 AMOUNT: $ 8. 2024 AMOUNT: $ 2. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5566307 360923 513419 230000 8137 6202512 4820923 -39900 998624 205880 7460 5566307 4542124 19605 444680 180000 5486 4820923 5550447 465 -832236 172000 4552 4542124 5098748 60000 554109 160000 2410 5550447 0.60500 0.39500 0.00000 0 0 0 X PART V, LINE 4: THE INTENDED USES OF THE ENDOWMENT FUNDS ARE TO SUPPORT RESEARCH AND PATIENT ASSISTANCE GRANTS. PART X, LINE 2: ORGANIZATION'S LIABILITY FOR UNCERTAIN TAX POSITIONS UNDER ASC 740 THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT THE PROGRAM AND NMDP FOUNDATION ARE TAX-EXEMPT ORGANIZATIONS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE NOT-FOR-PROFIT STATUS OF THE PROGRAM AND NMDP FOUNDATION ARE CONSIDERED TAX POSITIONS UNDER FASB ASC 740, INCOME TAXES. THE ORGANIZATION FOLLOWS THE ACCOUNTING STANDARDS FOR CONTINGENCIES IN EVALUATING UNCERTAIN TAX POSITIONS. THIS GUIDANCE PRESCRIBES RECOGNITION THRESHOLD PRINCIPLES FOR THE FINANCIAL STATEMENT RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. NO LIABILITY HAS BEEN RECOGNIZED BY THE ORGANIZATION FOR UNCERTAIN TAX POSITIONS AS OF SEPTEMBER 30, 2025 OR 2024. THE ORGANIZATION'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. X X X X X X 1 PRICEWATERHOUSECOOPERS 4040 WEST BOY SCOUTS BOULEVARD TAMPA FL 33607 PATIENT ASSISTANCE CONSULTING 0 0 244898 0 HOLLSTADT AND ASSOCIATED INC 1305 CORPORATE CENTER DRIVE SUITE 3 EAGAN MN 55121 COMMUNITY FUNDRAISING SERVICES 0 0 112320 0 DYNAMIC ENERGY CONCEPTS INC 17150 WEST HIGHWAY 102 DECATUR AR 72722 MAJOR GIFTS CONSULTING 0 0 50000 0 GD SPORT ENTERPRISES DBA- GAMEDAY SPORTS 4951 WEST 77TH STREET EDINA MN 55438 COMMUNITY FUNDRAISING CONSULTING 0 0 25000 0 CHC CREATING HEALTHIER COMMUNITIES 1199 NORTH FAIRFAX STREET SUITE 60 ALEXANDRIA VA 22314 GRANT WRITING SERVICES 0 0 8487 0 440705 AL AK AR CA CO CT FL GA HI IL KS KY ME MD MA MI MN MS NV NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI MINNEAPOLIS GALA 990590 969528 21062 29192 32152 277756 2539 NEW YORK GALA 472105 433015 39090 138613 153610 15584 1 341022 341022 75546 17077 360141 105451 1803717 1743565 60152 243351 49229 791507 123574 1207661 -1147509 26200 168 0 26200 168 168 26032 MN 1 0 1 0 1.00000 JESSICA KOWAL 500 N 5TH STREET MINNEAPOLIS MN 55401 0 STACEY CHASE GAMING COORDINATOR X 0 SCHEDULE G, PART I, LINE 2B, COLUMN (V) THE GROSS RECEIPTS FROM ACTIVITIES ASSISTED BY PROFESSIONAL FUNDRAISERS CANNOT BE SEPARATELY REPORTED AS THE WORK PERFORMED BY FUNDRAISERS AIDS IN MANY FUNDRAISING INITIATIVES THROUGHOUT THE FISCAL YEAR. PART III, LINE 16: OTHER GAMING MANAGER INCLUDES AMANDA ALBERTSON, WHO OBTAINS LICENSES AND MANAGES THE PLANNING AND EXECUTION OF RAFFLES. 1 NATIONAL MARROW DONOR PROGRAM 500 N 5TH STREET MINNEAPOLIS MN 55401 840865803 501(C)(3) 756655 0 VARIOUS NMDP PROGRAMS NATIONAL MARROW DONOR PROGRAM 500 N 5TH STREET MINNEAPOLIS MN 55401 840865803 501(C)(3) 54600 0 CLINICAL TRIALS SUPPORT NATIONAL MARROW DONOR PROGRAM 500 N 5TH STREET MINNEAPOLIS MN 55401 840865803 501(C)(3) 555805 0 DONOR RECRUITMENT NATIONAL MARROW DONOR PROGRAM 500 N 5TH STREET MINNEAPOLIS MN 55401 840865803 501(C)(3) 1105370 0 PATIENT ASSISTANCE NATIONAL MARROW DONOR PROGRAM 500 N 5TH STREET MINNEAPOLIS MN 55401 840865803 501(C)(3) 773415 0 RESEARCH NATIONAL MARROW DONOR PROGRAM 500 N 5TH STREET MINNEAPOLIS MN 55401 840865803 501(C)(3) 232384 0 PROGRAM SUPPORT - SALARY FRED HUTCHINSON CANCER RESEARCH CENTER MAILSTOP LF-272 PO BOX 19024 SEATTLE WA 98109 237156071 501(C)(3) 200000 0 RESEARCH MEMORIAL SLOAN KETTERING CANCER RESEARCH CENTER 633 3RD AVENUE 4TH FLOOR NEW YORK NY 10017 131924236 501(C)(3) 40000 0 RESEARCH UNIVERSITY OF TEXAS MD ANDERSON CANCER CENTER 1515 HOLCOMBE BOULEVARD HOUSTON TX 77030 746001118 501(C)(3) 93333 0 RESEARCH UNIVERSITY OF ALABAMA AT BIRMINGHAM 1720 UNIVERSITY BLVD BIRMINGHAM AL 35294 636005396 501(C)(3) 40000 0 RESEARCH INDIANA UNIVERSITY 1024 EAST 3RD ST ROOM 132 BLOOMINGTON IN 47405 356001673 501(C)(3) 80000 0 RESEARCH MASSACHUSETTS GENERAL HOSPITAL 55 FRUIT STREET BOSTON MA 02114 042697983 501(C)(3) 40000 0 RESEARCH BAYLOR COLLEGE OF MEDICINE ONE BAYLOR PLAZA BCM 285 HOUSTON TX 77030 741613878 501(C)(3) 40000 0 RESEARCH STANFORD UNIVERSITY DEPT 33725 PO BOX 39000 SAN FRANCISCO CA 94139 941156365 501(C)(3) 80000 0 RESEARCH DANA FARBER CANCER INSTITUTE PO BOX 414744 BOSTON MA 02241 042263040 501(C)(3) 11289 0 RESEARCH UNIVERSITY OF PITTSBURGH PO BOX 371220 PITTSBURGH PA 15251 250965591 501(C)(3) 80000 0 RESEARCH CHILDRENS HOSPITAL OF PHILADELPHIA 3615 CIVIC CENTER BLVD FL 7 RM 712 ABRAMSON BLDG IMMUNOGENETICS LAB LA PHILADELPHIA PA 19104 231352166 501(C)(3) 25000 0 RESEARCH JULIE ROGERS GIFT OF LIFE PROGRAM 2390 DOWLEN ROAD BEAUMONT TX 77706 760550450 501(C)(3) 82740 0 PROGRAM SUPPORT LIFESHARE BLOOD CENTERS 8910 LINWOOD AVENUE SHREVEPORT LA 71106 720511367 501(C)(3) 82740 0 PROGRAM SUPPORT 14 0 PATIENT TRANSPLANT ASSISTANCE 2800 5594564 CLINICAL TRIALS ASSISTANCE 157 248809 PATIENT TYPING & SEARCH ASSISTANCE 264 71760 DONOR ASSISTANCE 626 567770 PART I, LINE 2: PATIENT ASSISTANCE GRANTS ARE AWARDED THROUGH NMDP FOUNDATION. PATIENTS APPLY FOR PRE- AND POST-TRANSPLANT SUPPORT GRANTS THROUGH AN ONLINE APPLICATION. THESE APPLICATIONS FOR PATIENT ASSISTANCE ARE TRACKED IN A ORACLE CUSTOM-BUILT MODULE AND MONITORED BY THE PATIENT OUTCOMES AND EXPERIENCES TEAM, A DEPARTMENT WITHIN NATIONAL MARROW DONOR PROGRAM (NMDP). THIS TEAM REVIEWS APPLICATIONS WEEKLY AND DETERMINES ASSISTANCE NEEDS BASED ON PUBLISHED CRITERIA, ALL WITH THE GOAL TO EQUITABLY ADMINISTER ASSISTANCE TO HELP PATIENTS OVERCOME BARRIERS BEFORE AND AFTER TRANSPLANT. SEARCH ASSISTANCE FUNDS ARE AWARDED TO COVER UNINSURED DONOR SEARCH COSTS. WHEN A TRANSPLANT CENTER (ORGANIZATIONS) RECEIVES AN INSURANCE DENIAL LETTER FOR DONOR SEARCH COSTS, THEY ARE ABLE TO COMPLETE AN APPLICATION THAT INCLUDES PROVIDING A COPY OF THE DENIAL LETTER. IF APPROVED, THE GRANT IS THEN DISTRIBUTED DIRECTLY TO THE TRANSPLANT CENTER WITH THE EXPECTATION THAT THE PATIENT WILL NOT BE BILLED. ALL OTHER PATIENT ASSISTANCE GRANTS ARE AWARDED TO THE APPLICANT BASED ON FINANCIAL NEED AND ARE USED TO COVER SUCH ITEMS AS UNINSURED COSTS, CO-PAYS, FOOD, LODGING, AND GROUND TRANSPORTATION. PAYMENTS ARE MADE DIRECTLY TO THE PATIENT/APPLICANT (INDIVIDUAL). DONOR ASSISTANCE REIMBURSEMENT PAYMENTS ARE PROVIDED TO APPLICANT DONORS BASED ON FINANCIAL NEED AND ARE USED TO REIMBURSE LOSS OF INCOME CAUSED BY THE DONOR TAKING UNPAID LEAVE FROM WORK IN ORDER TO DONATE LIFE-SAVING CELLS. PAYMENTS ARE MADE DIRECTLY TO THE DONOR/APPLICANT (INDIVIDUAL). X X X X 0 0 0 0 0 0 0 1 0 AMY RONNEBERG NMDP CHIEF EXECUTIVE OFFICER 0 796793 0 1036025 0 22552 0 279450 0 17427 0 2152247 0 319400 JOY KING CHIEF ADVANCEMENT OFFICER 129147 193721 129164 193746 4669 7004 11791 17687 7883 11824 282654 423982 35277 52915 TODD PETERSON EXECUTIVE DIRECTOR 207159 0 143194 0 9201 0 62156 0 22898 0 444608 0 20146 0 KATHERINE HEYERDAHL CHIEF FINANCIAL OFFICER 0 233058 0 138307 0 4689 0 14355 0 16077 0 406486 0 0 ANGIE FITZGERALD SR DIRECTOR, CORPORATE PARTNERSHIPS 187371 0 113746 0 7965 0 50436 0 22 0 359540 0 13755 0 KEVIN HEALY DIRECTOR, ADVANCEMENT SERVICES 132633 0 51461 0 2550 0 13597 0 33906 0 234147 0 0 0 DANIEL LEE DIRECTOR, MAJOR AND PLANNED GIFTS 151519 0 45466 0 1086 0 14625 0 21107 0 233803 0 0 0 JACQUELINE CHANDONNET DIRECTOR, DEVELOPMENT 163695 0 24047 0 1463 0 13135 0 10583 0 212923 0 0 0 PART I, LINE 3 METHODS USED BY RELATED ORGANIZATION, NMDP, TO ESTABLISH TOP MANAGEMENT OFFICIAL'S COMPENSATION: - COMPENSATION COMMITTEE, - INDEPENDENT COMPENSATION CONSULTANT, - COMPENSATION SURVEY OR STUDY, AND - APPROVAL BY THE COMPENSATION COMMITTEE PLEASE ALSO SEE NARRATIVE ON SCHEDULE O, FOR FORM 990, PART VI, SECTION B, LINE 15A. PART I, LINE 7 PART I, LINE 7: THE ORGANIZATION OFFERS AN ANNUAL INCENTIVE PLAN (AIP) TO ALL EMPLOYEES FOR THE CONTRIBUTIONS THEY MAKE TO THE ORGANIZATION'S RESULTS. AIP AWARDS ARE DETERMINED AS PART OF A FORMULA UTILIZING AN EMPLOYEE'S BASE PAY, THE EMPLOYEE'S AIP TARGET PERCENTAGE, AND THE ORGANIZATION'S PERFORMANCE. AIP AWARDS ARE SUBJECT TO EXECUTIVE TEAM APPROVAL AND TO ACHIEVING ESTABLISHED PERFORMANCE REQUIREMENTS. THE ORGANIZATION OFFERS A LONGTERM INCENTIVE PLAN (LTIP) TO ELIGIBLE SENIOR LEADERSHIP EMPLOYEES. THE VARIABLE INCENTIVE COMPENSATION PLAN IS MEANT TO LINK SENIOR LEADER COMPENSATION TO ACHIEVEMENT OF LONG-TERM PERFORMANCE RESULTS AND TO ASSIST THE ORGANIZATION IN ATTRACTING AND RETAINING SENIOR LEADERS BY PROVIDING MISSION-BASED LONG-TERM INCENTIVES AND REWARDS FOR SUPERIOR PERFORMANCE. LTIP AWARDS ARE DETERMINED AS PART OF A FORMULA UTILIZING AN EMPLOYEE'S BASE SALARY IN EFFECT ON THE LAST DAY OF THE PERFORMANCE PERIOD, THE EMPLOYEE'S LTIP TARGET PERCENTAGE, AND THE OPERATING PERFORMANCE INDEX RESULTS FOR THE PERFORMANCE PERIOD. THE AWARD IS SUBJECT TO ACHIEVING ESTABLISHED PERFORMANCE REQUIREMENTS. LTIP AWARDS THAT WERE REPORTED AS AN EMPLOYEE'S DEFERRED COMPENSATION IN PRIOR YEARS AND PAID IN THE CURRENT YEAR ARE INCLUDED IN COLUMN (F). LTIP AWARDS THAT WERE PAID IN THE CURRENT YEAR ARE REPORTED IN COLUMN (B)(II). X 12 116113 FMV X AUCTION ITEMS 223 195427 FMV 0 1 1 PART I, COLUMN (B): THE NUMBER IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED. PART I, LINE 32B: THE ORGANIZATION USES A THIRD PARTY BROKERAGE TO PROCESS AND SELL CONTRIBUTIONS OF STOCK. PART III LINE 1 THE NMDP FOUNDATION RAISES FUNDS TO SUPPORT THE NATIONAL MARROW DONOR PROGRAM(NMDP). NMDP BELIEVES EACH OF US HOLDS THE KEY TO CURING BLOOD CANCERS AND DISORDERS. AS A GLOBAL NONPROFIT LEADER IN CELL THERAPY, NMDP CREATES ESSENTIAL CONNECTIONS BETWEEN RESEARCHERS AND SUPPORTERS TO INSPIRE ACTION AND ACCELERATE INNOVATION TO FIND LIFE-SAVING CURES. WITH THE HELP OF BLOOD STEM CELL DONORS AND OUR EXTENSIVE NETWORK OF TRANSPLANT PARTNERS, PHYSICIANS AND CAREGIVERS, NMDP IS EXPANDING ACCESS TO TREATMENT SO THAT EVERY PATIENT CAN RECEIVE THEIR LIFE-SAVING CELL THERAPY. NMDP'S MISSION: WE SAVE LIVES THROUGH CELL THERAPY. NMDP'S VISION: CREATE A WORLD WHERE EVERY PATIENT CAN RECEIVE THEIR LIFE-SAVING CELL THERAPY. THE NMDP FOUNDATION RAISES FUNDS FOR THREE PROGRAMS CRITICAL TO OUR LIFE-SAVING MISSION: TRANSPLANT RESEARCH, PATIENT FINANCIAL ASSISTANCE AND DONOR FINANCIAL ASSISTANCE. SOME OF THE LIFE-CHANGING WORK THAT WE'RE DOING IS SOLELY FUNDED BY OUR COMMUNITY OF SUPPORTERS. NMDP CONDUCTS RESEARCH THROUGH ITS RESEARCH PROGRAM, CIBMTR (CENTER FOR INTERNATIONAL BLOOD AND MARROW TRANSPLANT RESEARCH) IN COLLABORATION WITH THE MEDICAL COLLEGE OF WISCONSIN. NMDP'S RESEARCH LEADS TO MORE LIVES SAVED AND AN ENRICHED QUALITY OF LIFE FOR THOUSANDS OF PATIENTS. THROUGH THE NMDP AMY STRELZER MANASEVIT RESEARCH PROGRAM AND OTHER RESEARCH GRANTS, OUTSTANDING EARLY-CAREER RESEARCHERS ARE DOING INNOVATIVE WORK TO FIND SOLUTIONS TO THE COMPLICATIONS THAT CAN ARISE AFTER TRANSPLANT. THEY'RE DEVELOPING TREATMENT APPROACHES THAT WILL HELP THE NEXT GENERATION OF TRANSPLANT PATIENTS LIVE LONGER, AND HEALTHIER, LIVES. PATIENT FINANCIAL ASSISTANCE HELPS COVER TRANSPLANT-RELATED COSTS NOT COVERED BY INSURANCE, COSTS THAT CAUSE SIGNIFICANT HARDSHIP OR EVEN PREVENT PATIENTS FROM MOVING FORWARD WITH TRANSPLANT. COSTS LIKE TRANSPORTATION, LODGING, LOST WAGES AND PRESCRIPTIONS. NMDP CONNECTS PATIENTS WITH A MATCHING, UNRELATED DONOR, A SELFLESS STRANGER WHO CAN STEP UP AND DONATE THEIR HEALTHY BLOOD STEM CELLS TO GIVE THEM THE CHANCE AT A LIFE-SAVING TRANSPLANT. FORM 990, PART VI, SECTION A, LINE 1A THE NMDP FOUNDATION BYLAWS STATE: "THE BOARD OF DIRECTORS, BY AFFIRMATIVE VOTE OF A MAJORITY OF THE VOTING DIRECTORS, MAY DESIGNATE THREE (3) OR MORE VOTING DIRECTORS TO CONSTITUTE AN EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE SHALL HAVE THE AUTHORITY OF THE BOARD IN THE OVERSIGHT OF THE MANAGEMENT OF THE CORPORATION BETWEEN MEETINGS OF THE BOARD UNLESS OTHERWISE RESTRICTED BY RESOLUTION OF THE MAJORITY OF THE BOARD." FORM 990, PART VI, SECTION A, LINE 6 NATIONAL MARROW DONOR PROGRAM IS THE SOLE MEMBER OF THE NMDP FOUNDATION. FORM 990, PART VI, SECTION A, LINE 7A THE SOLE MEMBER, NATIONAL MARROW DONOR PROGRAM, ELECTS THE BOARD OF DIRECTORS FOR NMDP FOUNDATION. FORM 990, PART VI, SECTION A, LINE 7B THE NATIONAL MARROW DONOR PROGRAM'S BOARD OF DIRECTORS APPROVES THE ACTIONS OF NMDP FOUNDATION. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION CONTRACTED WITH AN OUTSIDE PUBLIC ACCOUNTING FIRM TO PREPARE THE FORM 990. PREPARING THE DETAILS AND SUPPORTING REPORTS FOR THE RETURN IS A COLLABORATIVE EFFORT AMONG A GROUP OF INDIVIDUALS IN THE FINANCIAL REPORTING & COMPLIANCE AREA OF FINANCE, COMPLIANCE, AND HUMAN RESOURCES. ONCE A DRAFT IS RECEIVED, IT IS REVIEWED BY THE TEAM THAT PULLED THE DETAILS TOGETHER, DIRECTOR, FINANCE AND CORPORATE CONTROLLER, NMDP FOUNDATION EXECUTIVE DIRECTOR AND CHIEF FINANCIAL OFFICER. NMDP GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER ALSO REVIEW THE GOVERNANCE SECTIONS. A COPY OF THE RETURN IS PROVIDED TO NMDP'S AUDIT & FINANCE COMMITTEE AND THE ORGANIZATION'S BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY STATES THE FOLLOWING: THE EXISTENCE OF AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST TURNS ON THE SPECIFIC FACTS AND CIRCUMSTANCES IN EACH CASE. IF A MEMBER HAS AN INTEREST WHICH MAY CONFLICT WITH THOSE OF THE ORGANIZATIONS, HE OR SHE MUST IMMEDIATELY DISCLOSE THE MATTERS AND DISCUSS THEM FULLY AND FRANKLY WITH THE APPLICABLE ORGANIZATION'S FULL BOARD OR ITS EXECUTIVE COMMITTEE, AS SET FORTH IN DETAIL BELOW. A MEMBER MUST NOT PARTICIPATE IN ANY MATTER IN WHICH THAT MEMBER MAY HAVE AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST WITHOUT THE EXPRESS APPROVAL OF THE APPLICABLE ORGANIZATION'S BOARD OF DIRECTORS OR EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS (EXECUTIVE COMMITTEE). ALL MEMBERS MUST DISCLOSE TO THE APPLICABLE ORGANIZATION'S BOARD OF DIRECTORS OR EXECUTIVE COMMITTEE ALL CONFLICTS OF INTEREST AND REPORTABLE RELATIONSHIPS, AND MUST ANNUALLY COMPLETE AND SUBMIT THE CONFLICT OF INTEREST QUESTIONNAIRE WHICH IS REQUIRED BY THIS POLICY. WHENEVER IN THE COURSE OF EVENTS A MEMBER'S CIRCUMSTANCES CHANGE SUCH THAT THE MEMBER KNOWS OR HAS REASON TO BELIEVE THAT THE MEMBER MAY HAVE AN ACTUAL OR PERCEIVED CONFLICT OF INTEREST, SUCH MEMBER SHALL PROMPTLY DISCLOSE THE POTENTIAL CONFLICT TO THE APPLICABLE ORGANIZATION'S BOARD OF DIRECTORS OR EXECUTIVE COMMITTEE. FOR THE PURPOSES OF THIS ARTICLE, A MEMBER MAY FORMALLY DISCLOSE A CONFLICT OR REPORTABLE RELATIONSHIP TO THE NMDP CHIEF EXECUTIVE OFFICER (CEO), THE CHIEF ADVANCEMENT OFFICER, OR THE NMDP LEGAL TEAM, AS APPLICABLE, WHO SHALL INFORM THE APPLICABLE ORGANIZATION'S BOARD OF DIRECTORS OR EXECUTIVE COMMITTEE FOR RESOLUTION. AS NOTED HEREIN, IF THE POTENTIAL CONFLICT INVOLVES A DIRECTOR OR COMMITTEE MEMBER, THAT DIRECTOR OR COMMITTEE MEMBER SHALL NOT PARTICIPATE IN OR VOTE UPON SUCH MATTERS UNTIL THE QUESTION OF THE EXISTENCE OF THE CONFLICT OF INTEREST HAS BEEN RESOLVED IN ACCORDANCE WITH THIS POLICY. LIKEWISE, AN OFFICER OR KEY EMPLOYEE MAY NOT BECOME SUBSTANTIALLY INVOLVED IN DECISION-MAKING INVOLVING ANY COVERED LITIGATION, CONTRACT OR TRANSACTION UNTIL THE RESOLUTION OF THE MATTER IN ACCORDANCE WITH THIS POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE NMDP CHIEF EXECUTIVE OFFICER (CEO) IS THE TOP MANAGEMENT OFFICIAL AND THE NMDP SENIOR VICE PRESIDENT, STRATEGY & ADVANCEMENT IS A KEY EMPLOYEE OF THE NMDP FOUNDATION. THE COMPENSATION OF SENIOR LEADERSHIP, INCLUDING THE NMDP CEO AND NMDP SENIOR VICE PRESIDENT, STRATEGY & ADVANCEMENT, IS REVIEWED, EVALUATED, AND SET IN ACCORDANCE WITH THE NMDP BYLAWS AND NMDP COMPENSATION COMMITTEE CHARTER. THE NMDP BYLAWS STATE: ""THE COMPENSATION COMMITTEE SHALL BE COMPRISED ONLY OF VOTING DIRECTORS AND SHALL INCLUDE THE CHAIR OF THE BOARD AND AT LEAST ONE (1) NON-OFFICER BOARD MEMBER AS VOTING COMMITTEE MEMBERS. THE COMPENSATION COMMITTEE SHALL REVIEW AND EVALUATE THE OVERALL COMPENSATION AND BENEFIT STRUCTURE OF THE CORPORATION AND SHALL HAVE SUCH OTHER AUTHORITY AND RESPONSIBILITIES AS SET FORTH IN THE COMPENSATION COMMITTEE CHARTER."" THE NMDP COMPENSATION COMMITTEE CHARTER STATES: ""THE COMMITTEE SHALL REVIEW AND EVALUATE THE OVERALL COMPENSATION AND BENEFIT STRUCTURE OF THE CORPORATION, AND APPROVE AND ADOPT A COMPENSATION PHILOSOPHY AND PRINCIPLES CONSISTENT WITH THE CORPORATION'S NON-FOR-PROFIT STATUS (THE "COMPENSATION PHILOSOPHY AND PRINCIPLES"). THE COMMITTEE SHALL CONDUCT THE CHIEF EXECUTIVE OFFICER ("CEO") PERFORMANCE EVALUATION. THE COMMITTEE SHALL MAKE CEO TOTAL COMPENSATION AND BENEFIT RECOMMENDATIONS TO THE EXECUTIVE COMMITTEE, CONSISTENT WITH THE COMPENSATION PHILOSOPHY AND PRINCIPLES. IN MAKING COMPENSATION AND BENEFIT RECOMMENDATIONS FOR THE CEO, THE COMMITTEE SHALL UTILIZE, AMONG OTHER THINGS, COMPARABILITY DATA FOR COMPLIANCE WITH IRS INTERMEDIATE SANCTION PROVISIONS SO AS TO ALLOW THE CORPORATION TO TAKE ADVANTAGE OF THE REBUTTABLE PRESUMPTION OF REASONABLENESS. ON A PERIODIC BASIS, THE COMMITTEE SHALL OBTAIN COMPARABILITY DATA FROM AN INDEPENDENT COMPENSATION CONSULTANT. IN ADDITION, THE COMMITTEE SHALL ADVISE THE CEO IN HIS/HER EVALUATION OF AND DECISIONS REGARDING THE COMPENSATION OF AND BENEFITS FOR SENIOR CORPORATION EMPLOYEES, AS WELL AS THE PRESIDENT (OR EQUIVALENT LEADER) OF ANY SUBSIDIARY OF THE CORPORATION REPORTING TO THE CEO (TOGETHER, "SENIOR LEADERSHIP"). IN ADVISING THE CEO IN MAKING HIS/HER COMPENSATION AND BENEFIT DECISIONS FOR SENIOR LEADERSHIP, THE COMMITTEE SHALL ENSURE THAT SUCH DECISIONS ARE CONSISTENT WITH THE COMPENSATION PHILOSOPHY AND PRINCIPLES, AND UTILIZE, AMONG OTHER THINGS, COMPARABILITY DATA FOR COMPLIANCE WITH IRS INTERMEDIATE SANCTION PROVISIONS. IF DECISIONS PROPOSED BY THE CEO ARE OUTSIDE THE PARAMETERS OF THE COMPENSATION PHILOSOPHY AND PRINCIPLES, THE CEO MUST OBTAIN THE COMMITTEE'S APPROVAL PRIOR TO IMPLEMENTATION. FORM 990, PART VI, SECTION C, LINE 19 THE CONFLICT OF INTEREST POLICY, ARTICLES OF INCORPORATION AND CONSOLIDATED AUDITED FINANCIAL STATEMENTS ARE 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 AND CONSOLIDATED AUDITED FINANCIAL STATEMENTS ARE AVAILABLE THROUGH THE MN SECRETARY OF STATE. FORM 990, PART XI, LINE 9: PRIOR PERIOD ADJUSTMENT 2,000. NATIONAL MARROW DONOR PROGRAM 500 N 5TH STREET MINNEAPOLIS MN 554011206 840865803 TRANSPLANTS CO 501(C)(3) LINE 10 N/A 0 NMDP MEXICO VERACRUZ AV 93 101 PISO CUIDAD DE MEXICO CONDESA MX 06140 RECRUITMENT MX NMDP 0 NMDP AUXILIARY SERVICES LLC 500 N 5TH ST MINNEAPOLIS MN 554011206 811248190 CELLULAR THERAPY MN N/A C 0 CLEAR INSURANCE LTD 62 FORUM LN 3RD FL PO BOX 30600 GRAND CAYMAN CJ KY1-1203 840865803 CAPTIVE INSURANCE CJ N/A C 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 NATIONAL MARROW DONOR PROGRAM B 3478230 COST NATIONAL MARROW DONOR PROGRAM C 7971487 COST NATIONAL MARROW DONOR PROGRAM P 1853280 COST