2026-09-24T14:37:04-05:00 2025-12-31 991856619 GRANT THORNTON ADVISORS LLC 1000 WILSON BOULEVARD SUITE 1500 ARLINGTON VA 22209 990 2025-01-01 131846366 MARCH OF DIMES INC MARC 8886634637 1550 CRYSTAL DRIVE 1300 ARLINGTON VA 22202 CANDICE CHRISTOPHER CFO 5172573148 2026-09-24 1 MARY TORRETTA P00847851 7038477500 2025 CYNTHIA H RAHMAN 1550 CRYSTAL DRIVE 1300 ARLINGTON VA 22202 108026808 0 X WWW.MARCHOFDIMES.ORG X 1938 NY MARCH OF DIMES LEADS THE FIGHT FOR THE HEALTH OF ALL MOMS AND BABIES. 15 15 399 1000000 0 0 85710105 88004822 313760 176862 1679522 1544347 -4130129 -4534376 83573258 85191655 5718600 7018454 0 0 42654151 44200561 1522420 1660850 9263979 36771921 31287203 86667092 84167068 -3093834 1024587 64169362 68377921 63453238 54687168 716124 13690753 X SEE SCHEDULE OMARCH OF DIMES LEADS THE FIGHT FOR THE HEALTH OF ALL MOMS AND BABIES. WE PROVIDE RESEARCH, EDUCATION, ADVOCACY, AND PROGRAMS TO GIVE EVERY FAMILY THE BEST POSSIBLE START. SINCE 1938, WE'VE BUILT A SUCCESSFUL LEGACY TO SUPPORT EVERY PREGNANT PERSON AND EVERY FAMILY. 0 0 43828452 1597109 34683 COMMUNITY COLLABORATION - SEE SCHEDULE OCOMMUNITY COLLABORATIONWE COLLABORATED TO RALLY OVER 700 PARTNERS IN OUR MOM AND BABY ACTION NETWORK TO ADDRESS THE MOST CRITICAL ISSUES FACING MOMS AND BABIES.MARCH OF DIMES REACHED NEARLY 7,400 PROFESSIONALS AND MORE THAN 17,000 CONSUMERS, INCLUDING DIRECTLY EDUCATING 7,900 AND DISTRIBUTING MATERIALS TO OVER 9,300, THROUGH COLLECTIVE IMPACT (CI), A MODEL FOR SOLVING COMPLEX SOCIAL PROBLEMS. ADDITIONALLY, MORE THAN 22,000 INDIVIDUALS RECEIVED A DIRECT GOOD OR SERVICE SUCH AS BASIC NEEDS ITEMS, BLOOD PRESSURE CUFFS, AND VITAMINS. THROUGH MARCH FOR BABIES, OUR FLAGSHIP FUNDRAISER, AND YEAR-ROUND SPECIAL EVENTS, WE BROUGHT NEARLY 70,000 PARTICIPANTS TOGETHER AND RAISED $45 MILLION TO IMPROVE MOM AND BABY HEALTH. 15799860 5361345 6834 RESEARCH AND MEDICAL SUPPORT - SEE SCHEDULE ORESEARCH AND MEDICAL SUPPORTMARCH OF DIMES LAUNCHED THE TEXAS COLLABORATIVE PREMATURITY RESEARCH CENTER (PRC), UNITING TWO WORLD-CLASS INSTITUTIONS TO REWRITE THE FUTURE OF MATERNAL AND INFANT HEALTH. AS ONE OF OUR SIX PREMATURITY RESEARCH CENTERS, THE TEXAS COLLABORATIVE BRINGS TOGETHER CUTTING-EDGE TECHNOLOGY WITH POPULATION HEALTH RESEARCH TO PREVENT AND TREAT PRETERM BIRTH: THE UNIVERSITY OF TEXAS MEDICAL BRANCH AT GALVESTON'S PREGNANCY-ON-A-CHIP TECHNOLOGY ENABLES STUDYING PRETERM BIRTH IN AN IN VITRO MODEL AND ACTS AS A TESTING SYSTEM FOR AI-CHOSEN DRUGS THAT MAY REVERSE PRETERM BIRTH. THE UNIVERSITY OF TEXAS SOUTHWESTERN MEDICAL CENTER IN DALLAS BEGAN COLLECTING DATA AND LEARNINGS TO DEVELOP TOOLS TO TREAT, PREDICT, AND PREVENT PRETERM BIRTH. THE MARCH OF DIMES INNOVATION FUND ADDED 1 NEW COMPANY TO OUR PORTFOLIO: MILLIE, A MATERNITY CLINIC OFFERING VIRTUAL AND IN-PERSON CARE FROM PREGNANCY THROUGH POSTPARTUM, USING A COLLABORATIVE MODEL THAT INTEGRATES OB-GYNS AND CERTIFIED NURSE-MIDWIVES. A FOLLOW-ON INVESTMENT WAS MADE IN SEVEN STARLING, THE MATERNAL MENTAL HEALTH COMPANY THAT MARCH OF DIMES FIRST INVESTED IN 2024.WE DELIVERED CARE AND SUPPORT TO OUR COMMUNITIES. OUR MOM & BABY MOBILE HEALTH CENTERS GAINED TWO NEW UNITS IN SOUTHEAST OHIO AND HOUSTON FOR A TOTAL OF 7, BRINGING ON-THE-GROUND MATERNAL HEALTHCARE WHERE IT'S NEEDED MOST, AND PROVIDED 5,056 VISITS IN 2025. OUR NICU FAMILY SUPPORT PROGRAM SERVED 52,075 FAMILIES IN HOSPITALS NATIONWIDE, PROVIDING FAMILY EDUCATION, STAFF TRAINING ON PATIENT-CENTERED CARE, AND AN IMPROVED PATIENT EXPERIENCE WITH THE SUPPORT OF MARCH OF DIMES EXPERTS. 3147959 60000 67695 PROGRAMS, EDUCATION, AND ADVOCACY - SEE SCHEDULE OEDUCATION AND ADVOCACYWE EDUCATED TO RAISE AWARENESS OF THE MATERNAL AND INFANT HEALTH CRISIS. OUR 2025 MARCH OF DIMES REPORT CARD SPOTLIGHTED THE HIGH PRETERM BIRTH RATE THAT EARNED THE U.S. A D+ FOR THE FOURTH YEAR IN A ROW, MARKING THE LONGEST STRETCH OF THE LOWEST GRADE IN REPORT CARD HISTORY. TO ENSURE HEALTH PROFESSIONALS HAVE THE LATEST INFORMATION TO MAKE INFORMED DECISIONS, WE TRAINED NEARLY 960,000 MATERNAL AND INFANT HEALTHCARE PROFESSIONALS, AND OUR TRUSTED CONTENT EDUCATED 15.4 MILLION CONSUMERS ON OUR WEBSITE AND THROUGH LOCAL OUTREACH AND CAMPAIGNS, PROVIDING ESSENTIAL GUIDANCE TO HEALTHCARE TEAMS AND FAMILIES IN 2025.AND WE ADVOCATED BY RAISING OUR VOICES TO CHAMPION REAL CHANGE. THANKS TO OUR COMMITMENT, MORE THAN 65 BILLS WERE ENACTED OR DEFEATED. OUR ADVOCATES ENGAGED LAWMAKERS IN MARCH FOR CHANGE IN 14 STATES AND WASHINGTON, D.C. APPROXIMATELY 1,500 ADVOCATES JOINED OUR MARCH OF DIMES' ADVOCACY NETWORK, TAKING OVER 8,000 ACTIONS, INCLUDING WRITING LETTERS TO STATE AND FEDERAL LEGISLATORS. 62776271 1 0 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 0 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 1 0 0 0 1 321 0 1 399 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 15 15 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AK AR CA CO CT DC FL GA HI IL KS KY MA MD ME MI MN MS NC ND NH NJ NV NY OH OK OR PA RI SC TN UT VA WA WI WV X X CANDICE CHRISTOPHER 5712573148 1550 CRYSTAL DRIVE SUITE 1300 ARLINGTON VA 22202 ELLEN KELSAY CHAIR 1.00 0.00 X X 0 0 0 DANA MARTIN VICE CHAIR 1.00 0.00 X X 0 0 0 AMY L CASSERI VICE CHAIR 1.00 0.00 X X 0 0 0 ANDREW J DAHLE TREASURER 1.00 0.00 X X 0 0 0 KAREN W JOHNSON SECRETARY 1.00 0.00 X X 0 0 0 NICOLE ALEXANDER-SCOTT MD TRUSTEE 1.00 0.00 X 0 0 0 JUDY L ASCHNER MD TRUSTEE 1.00 0.00 X 0 0 0 CRAIG BEST MD TRUSTEE 1.00 0.00 X 0 0 0 PHYLLIS A DENNERY MD TRUSTEE 1.00 0.00 X 0 0 0 EMMA GOLTZ TRUSTEE 1.00 0.00 X 0 0 0 JAY S GREENSPAN MD TRUSTEE 1.00 0.00 X 0 0 0 TONYA LEWIS LEE TRUSTEE (END 06/25) 1.00 0.00 X 0 0 0 JUDETTE LOUIS MD TRUSTEE (END 06/25) 1.00 0.00 X 0 0 0 SHARON MILLS HIGGINS TRUSTEE 1.00 0.00 X 0 0 0 AUSTIN PITTMAN TRUSTEE (END 12/11/25) 1.00 0.00 X 0 0 0 SUE SCHICK TRUSTEE 1.00 0.00 X 0 0 0 TIM SPILKER TRUSTEE 1.00 0.00 X 0 0 0 ELLEN STANG MD TRUSTEE 1.00 0.00 X 0 0 0 BRIAN THOMPSON MD TRUSTEE (END 06/25) 1.00 0.00 X 0 0 0 CYNTHIA H RAHMAN PRESIDENT/CEO 40.00 0.00 X 474009 0 14000 CANDICE CHRISTOPHER CFO 40.00 0.00 X 322730 0 12270 L'KEL C LITTLE SR VP & GENERAL COUNSEL 40.00 0.00 X 309539 0 10464 KELLY ERNST SVP, MARKET IMPACT 40.00 0.00 X 313557 0 25323 MICHAEL D WARREN MD CHIEF MED. & HEALTH OFF. (AS OF 06/25) 40.00 0.00 X 192094 0 13229 DEIRDRE MALONEY SVP, HUMAN RESOURCES 40.00 0.00 X 294639 0 24064 ALISON A ALE SVP, CHIEF DEVELOPMENT OFFICER 40.00 0.00 X 294258 0 19830 CHRISTINA S CAVUCCI SVP MARKET DEVELOPMENT 40.00 0.00 X 232373 0 22710 STACEY BRAYBOY SVP PUB POL/ GOVERNMENT AFFAIRS 40.00 0.00 X 225025 0 18717 CHAUNCEY MCCALL ACTING CMO (01/25-06/25)/VP MKTG. (07/25-12/25) 40.00 0.00 X 225993 0 8501 2884217 0 169108 106 0 1 0 MOORE A SERIES LLC 4200 PARLIAMENT PLACE SUITE 300 LANHAM MD 20706 MARKETING CAMPAIGN 2040632 TRUE NORTH INC 515 MADISON AVENUESUITE 8083 NEW YORK NY 10022 ADVERTISING 1607498 METRIC THEORY LLC (MONKS) 1515 WAZEE STREET DENVER CO 80202 ADVERTISING 1298736 HIPER INC 5340 BALD EAGLE BLVD E WHITE BEAR LAKE MN 55110 MARKETING CAMPAIGN 700612 META PLATFORMS INC 1 META WAY MENLO PARK CA 94025 ADVERTISING 639984 24 72569 44915704 1073829 41942720 534758 88004822 PROGRAM SPONSORSHIP 900099 176862 176862 176862 665722 665722 276516 276516 17741142 16862517 878625 878625 878625 985756 44915704 5882750 -4896994 -4896994 15402 89886 -74484 -74484 UNCLAIMED PROPERTY 900099 45316 0 45316 REBATES 900099 42645 0 42645 GRANT REFUNDS 900099 6834 6834 0 65791 65791 160586 85191655 109212 0 -2922379 X 4892445 4892445 1000000 1000000 1126009 1126009 1419835 1015770 259278 144787 31011133 22185796 5662983 3162354 5613763 4046660 983212 583891 3828889 2760040 670604 398245 2326941 1677366 407548 242027 191235 29308 161927 302720 302720 134483 134483 1660850 1660850 638919 638919 10645961 10045077 600884 1198209 266444 646607 285158 9449895 7133473 665195 1651227 2179201 1570869 381672 226660 1136998 961481 100713 74804 121363 104432 16931 496144 405955 52602 37587 383985 288110 55919 39956 EQUIPMENT 2317770 1743141 327323 247306 LOCKBOX FEES 754633 455901 64162 234570 MERCHANT SERVICE FEES 730022 441033 62069 226920 BAD DEBT 152727 119233 2703 30791 452938 373245 62847 16846 84167068 62776271 12126818 9263979 X 11049581 1144590 1121344 8783647 5311103 4454866 512239 2070638 1567699 5508202 8485202 0 500000 500000 296012 274624 1818516 1531648 23282866 20960298 2721751 2322568 24249310 27222870 1020492 1607660 0 20673338 19898545 64169362 68377921 4655534 7378129 3858418 3130965 1994874 1670296 52944412 42507778 63453238 54687168 X -29880942 -20114085 30597066 33804838 716124 13690753 64169362 68377921 X 1024587 2866759 9083283 X 0 1 X 1 1 1 X 100144706 104434563 87367774 85710105 88004822 465661970 100144706 104434563 87367774 85710105 88004822 465661970 465661970 2829005 535980 642992 822007 1161744 5991728 3048154 9736685 5823989 1037913 1146342 20793083 492446781 1342556 0.94560 0.94060 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FUNDRAISING - 2021 AMOUNT: $ 2,886,564. 2022 AMOUNT: $ 9,004,298. 2023 AMOUNT: $ 5,456,017. 2024 AMOUNT: $ 809,257. 2025 AMOUNT: $ 985,756. GRANT REFUNDS - 2021 AMOUNT: $ 22,301. 2022 AMOUNT: $ 139,505. 2023 AMOUNT: $ 26,112. 2024 AMOUNT: $ 5,024. 2025 AMOUNT: $ 6,834. ALL OTHER REVENUE - 2021 AMOUNT: $ 139,289. 2022 AMOUNT: $ 592,882. 2023 AMOUNT: $ 341,860. 2024 AMOUNT: $ 223,632. 2025 AMOUNT: $ 153,752. 0 0 0 1 1 0 1 3032 1 1990 0 1 43508 1 5062 1 147480 201072 0 PART II-B, LINE 1: AT THE FEDERAL LEVEL AND IN EACH STATE, THE DISTRICT OF COLUMBIA, AND PUERTO RICO, MARCH OF DIMES STAFF AND VOLUNTEERS WORK TO INFLUENCE BOTH LEGISLATIVE AND REGULATORY ACTIVITIES, SERVING AS POWERFUL VOICES FOR THE NEEDS OF PREGNANT WOMEN, INFANTS, CHILDREN, AND FAMILIES. OUR EFFORTS SPAN THE FULL RANGE OF OUR ANNUAL ADVOCACY AND GOVERNMENT AFFAIRS PRIORITIES, INCLUDING: ACCESS TO QUALITY AND AFFORDABLE HEALTH CARE FOR ALL WOMEN, CHILDREN AND FAMILIES; RESEARCH AND SURVEILLANCE IMPACTING THE HEALTH OF MOMS AND INFANTS; PREVENTION AND EDUCATION; AND ISSUES IMPORTANT TO TAX-EXEMPT ORGANIZATIONS. IN EACH OF THESE AREAS, WE BUILD AND MAINTAIN STRONG BIPARTISAN RELATIONSHIPS WITH MEMBERS OF CONGRESS, ADMINISTRATION OFFICIALS, AND STATE GOVERNMENT OFFICIALS. OUR POLICY PRIORITIES ARE GUIDED BY THE NATIONAL BOARD OF TRUSTEES AND APPROVED ANNUALLY. MARCH OF DIMES PARTICIPATES IN HEALTH-RELATED COALITIONS WITH PARTNERS EMBRACING SIMILAR PRIORITIES, AND UTILIZE CONTRACTUAL CONSULTANTS IN KEY STATES TO ASSIST IN MOVING KEY POLICIES FORWARD. WE PROVIDE PUBLIC POLICY RESEARCH THAT IS EVIDENCE BASED TO DEVELOP POLICY POSITION STATEMENTS, FACTSHEETS, ISSUE BRIEFS AND TESTIMONY WHEN SUPPORTING OR OPPOSING SPECIFIC LEGISLATION. WE MAINTAIN A DIGITAL ADVOCACY ACTION CENTER FOR GRASSROOTS EFFORTS THAT ALLOWS VOLUNTEERS TO ENGAGE WITH ELECTED OFFICIALS AT THE FEDERAL AND STATE LEVEL ON KEY MARCH OF DIMES ISSUES. 1919012 257046 198989 1977069 1693714 10200 215098 1919012 1481849 211865 1693714 1848997 -289155 77993 1481849 1651194 24700 270419 97316 1848997 0.67000 0.33000 0 0 37210 37210 0 5050986 3863245 1187741 18194670 17059843 1134827 2322568 ASSETS HELD IN TRUSTS BY OTHERS 12469434 RIGHT OF USE ASSET 7429111 19898545 ACCRUED PENSION & POSTRET. BENEFIT 34288963 LEASE LIABILITY 8218815 42507778 X 96647734 2866759 185590 9042649 12094998 84552736 638919 638919 85191655 83673105 185590 89886 275476 83397629 638919 130520 769439 84167068 PART V, LINE 4: INTENDED USE OF ENDOWMENT MARCH OF DIMES' POLICY IS TO USE THE ENDOWMENT ASSETS TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY THE ENDOWMENT, PRINCIPALLY RESEARCH, WHILE SEEKING TO PROTECT THE ORIGINAL VALUE OF THE GIFT. MARCH OF DIMES FOLLOWS THE NEW YORK PRUDENT MANAGEMENT OF INSTITUTIONAL FUNDS ACT (NYPMIFA). PART X, LINE 2: LIABILITY FOR UNCERTAIN TAX POSITIONS THE IRS HAS DETERMINED AND INFORMED MARCH OF DIMES BY A LETTER DATED DECEMBER 28, 2017, THAT THE PLAN IS INTENDED TO COMPLY WITH THE APPLICABLE REQUIREMENTS OF SECTION 401(A) OF THE IRC OF 1986, AS AMENDED. ALTHOUGH THE PLAN HAS BEEN AMENDED SINCE RECEIVING THE DETERMINATION LETTER, THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN WAS DESIGNED AND OPERATED IN COMPLIANCE WITH APPLICABLE REQUIREMENTS OF THE IRC AND, AS SUCH, IS EXEMPT FROM FEDERAL INCOME TAX. U.S. GAAP REQUIRES PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF OCTOBER 24, 2025 AND DECEMBER 31, 2024, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART XI, LINE 2D - OTHER ADJUSTMENTS: PENSION AND POSTRETIREMENT COSTS OTHER THAN NET PERIODIC BENEFIT COSTS 8,952,763. COST OF GOODS SOLD 89,886. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 89,886. PART XII, LINE 4B - OTHER ADJUSTMENTS: GRANT REFUNDS 130,520. 1 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTMAKING RESEARCH & MEDICAL 1014865 EAST ASIA AND THE PACIFIC 0 0 GRANTMAKING RESEARCH & MEDICAL 111144 0 0 0 0 0 0 1126009 0 1126009 EUROPE (INCLUDING ICELAND & GREENLAND) RESEARCH & MEDICAL 1014865 WIRE 0 EAST ASIA AND THE PACIFIC RESEARCH & MEDICAL 111144 WIRE 0 2 0 0 0 0 0 0 PART I, LINE 2: GRANT MAKING AND GRANT MONITORING PROCEDURES GRANTEES ARE AWARDED BY COMMITTEES BASED ON VARIOUS FACTORS AND ARE RANKED USING A SCORING SYSTEM. THE COMMITTEE MEMBERS CONSIST PRIMARILY OF VOLUNTEERS WHO ARE QUALIFIED TO EVALUATE THE MERITS OF THE GRANT APPLICATIONS. ONCE SELECTED, GRANTEES ARE REQUIRED TO SUBMIT INTERIM ACCOUNTING REPORTS AS WELL AS A FINAL ACCOUNTING OF ALL EXPENDITURES, DELIVERABLES AND RESULTS, DURING AND 90 DAYS AFTER THE TERMINATION OF THE GRANT. REFER TO THE WEBSITE FOR FURTHER INFORMATION: HTTPS://WWW.MARCHOFDIMES.ORG/RESEARCH/RESEARCH-GRANTS.ASPX PART I, LINE 3: ACCOUNTING METHOD USED GRANT MAKING IS REPORTED ON THE ACCRUAL METHOD. X X X X X X X 1 MOORE A SERIES LLC 4200 PARLIAMENT PLACE LANHAM MD 20706 FUNDRAISING 0 17148724 1140000 16008724 TRANSCEND MARKETING AND EVENTS 4015 49TH STREET NW WASHINGTON DC 20016 FUNDRAISING 0 2313643 138373 2175270 INFOCISION MGMT CORP 325 SPRINGSIDE DRIVE AKRON OH 44333 TELEMARKETING 1 1088463 178365 910098 M&R STRATEGIC SERVICES INC 1101 CONNECTICUT AVE NW SUITE 70 WASHINGTON DC 20036 FUNDRAISING 1 310816 204112 106704 20861646 1660850 19200796 AR CA CO CT FL GA HI IL KS KY LA 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 MARCH/WALK 23447247 23447247 1158936 53151 75688 552035 SIGNATURE CHEF 10243107 9751453 491654 923760 610872 87599 395296 9 12211106 11717004 494102 874438 865452 5384 280139 45901460 44915704 985756 2957134 1529475 168671 1227470 5882750 -4896994 SCHEDULE G, PART I, LINE 2B FUNDRAISING ACTIVITIES THE FOLLOWING FUNDRAISING FEE ARRANGEMENTS WERE MADE BETWEEN THOSE FUNDRAISERS LISTED ON SCHEDULE G, PART I AND THE ORGANIZATION: 1. MOORE, A SERIES LLC - PAID A CONSULTING FEE AS WELL AS A PASS THROUGH ON THE EXPENSES OF POSTAGE, ENVELOPES, AND OTHER MAILING MATERIALS. MOORE, A SERIES LLC IS A COLLABORATOR THAT HELPS DRIVE THE ORGANIZATION'S DIRECT RESPONSE MARKETING. THE GROSS RECEIPTS REPORTED REPRESENT AN ALLOCABLE PORTION OF THE ORGANIZATION'S TOTAL DIRECT RESPONSE REVENUE. 2. TRANSCEND MARKETING AND EVENTS - THE RETAINER THE ORGANIZATION PAYS INCLUDES EVENT CONCEPT DESIGN, LOGISTICAL MANAGEMENT, VENDOR AND VENUE MANAGEMENT, AND ON-SITE EVENT SUPPORT. 3. INFOCISION MANAGEMENT CORP - PAID BY THE HOUR AS WELL AS BY THE ACTUAL NUMBER OF DONATIONS RECEIVED. 4. M&R STRATEGIC SERVICES, INC - THE RETAINER THE ORGANIZATION PAYS INCLUDES THE OUTSOURCING OF OUR EMAIL MARKETING PROGRAM AMONG OTHER SERVICES. 1 STANFORD UNIVERSITY SCHOOL OF MEDICINE PO BOX 44253 SAN FRANCISCO CA 941444253 941156365 501(C)(3) 925000 0 RESEARCH & MEDICAL THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA 451 WALNUT STREET P221 FRANKLIN BUILDING PHILADELPHIA PA 191046205 231352685 501(C)(3) 814445 0 RESEARCH & MEDICAL THE REGENTS OF THE UNIVERSITY OF CALIFORNIA PO BOX 748872 LOS ANGELES CA 900744872 946036493 501(C)(3) 625000 0 RESEARCH & MEDICAL CINCINNATI CHILDREN'S HOSPITAL MEDICAL CENTER 3333 BURNET AVENUE CINCINNATI OH 452293039 310833936 501(C)(3) 500000 0 RESEARCH & MEDICAL BOSTON MEDICAL CENTER CORPORATION 801 MASSACHUSETTS AVE 1ST FLOOR BOSTON MA 021182393 043314093 501(C)(3) 350000 0 RESEARCH & MEDICAL THE TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NY 615 WEST 131ST STREET NEW YORK NY 10027 135598093 501(C)(3) 200000 0 RESEARCH & MEDICAL THOMAS JEFFERSON UNIVERSITY 1101 MARKET STREET PHILADELPHIA PA 19107 231326510 501(C)(3) 200000 0 RESEARCH & MEDICAL UNIVERSITY OF TEXAS MEDICAL BRANCH AT GALVESTON 301 UNIVERSITY BLVD GALVESTON TX 775550156 746000949 501(C)(3) 158000 0 RESEARCH & MEDICAL MAGEE-WOMEN'S RESEARCH INSTITUTE & FOUNDATION 3240 CRAFT PLACE PITTSBURGH PA 15213 251462312 501(C)(3) 155000 0 RESEARCH & MEDICAL THE CHILDREN'S HOSPITAL OF PHILADELPHIA (3401) 3401 CIVIC CENTER BLVD PHILADELPHIA PA 19104 231352166 501(C)(3) 150000 0 RESEARCH & MEDICAL THE REGENTS OF THE UNIVERSITY OF CALIFORNIA UC SAN DIEGO (0955) 9500 GILMAN DRIVE LA JOLLA CA 920930955 956006144 501(C)(3) 150000 0 RESEARCH & MEDICAL UT SOUTHWESTERN MEDICAL CENTER PO BOX 841765 DALLAS TX 75207 756002868 501(C)(3) 92000 0 RESEARCH & MEDICAL BIRTH IN COLOR RVA FOUNDATION 115 EAST BROAD STREET RICHMOND VA 23219 833221701 501(C)(3) 65000 0 RESEARCH & MEDICAL CAPITAL AREA HEALTHY START COALITION INC 2650 APALACHEE PARKWAY TALLAHASSEE FL 32301 593145687 501(C)(3) 65000 0 RESEARCH & MEDICAL FOR THE VILLAGE INC 863 BOWSPRIT ROAD CHULA VISTA CA 91914 831693904 501(C)(3) 65000 0 RESEARCH & MEDICAL PERINATAL HEALTH EQUITY INITIATIVE 280 S HARRISON STREET EAST ORANGE NJ 07018 824815853 501(C)(3) 60000 0 RESEARCH & MEDICAL CALMING NATURE DOULA CENTER INC 223 GRANT STREET BUFFALO NY 14213 871235874 501(C)(3) 60000 0 RESEARCH & MEDICAL GROUNDED BEGINNINGS LLC 3030 HICKOK WAY RIVERSIDE CA 92506 932151758 501(C)(3) 60000 0 RESEARCH & MEDICAL MIXTECOLNDIGENA COMMUNITY ORGANIZING PROJECT PO BOX 388 OXNARD CA 93032 300045901 501(C)(3) 60000 0 RESEARCH & MEDICAL EMORY UNIVERSITY PO BOX 935084 ATLANTA GA 311935084 580566256 501(C)(3) 35000 0 RESEARCH & MEDICAL SPARTANBURG MEDICAL CENTER (SKYLYN) POLLY EDWARDS-PADGETT SPARTANBURG SC 29307 571075649 501(C)(3) 25000 0 RESEARCH & MEDICAL SOCIETY FOR REPRODUCTIVE INVESTIGATION FOUNDATION ATTN LEAH MILLER MILWAUKEE WI 53202 952293816 501(C)(3) 20000 0 RESEARCH & MEDICAL THE PERINATAL UNIT FOR SYSTEMS OF HEALTH 11011 RICHMOND AVENUE HOUSTON TX 77042 850924351 501(C)(3) 18000 0 RESEARCH & MEDICAL BABY2BABY 5830 W JEFFERSON BLVD LOS ANGELES CA 90016 464503539 501(C)(3) 10000 0 RESEARCH & MEDICAL 24 0 RESEARCH, MEDICAL & ADVOCACY 10 1000000 0 PART I, LINE 2: GRANT MONITORING PROCEDURES GRANTEES ARE AWARDED BY COMMITTEES BASED ON VARIOUS FACTORS AND ARE RANKED USING A SCORING SYSTEM. THE COMMITTEE MEMBERS CONSIST PRIMARILY OF VOLUNTEERS WHO ARE QUALIFIED TO EVALUATE THE MERITS OF THE GRANT APPLICATIONS. ONCE SELECTED, GRANTEES ARE REQUIRED TO SUBMIT INTERIM ACCOUNTING REPORTS AS WELL AS A FINAL ACCOUNTING OF ALL EXPENDITURES, DELIVERABLES AND RESULTS, DURING AND 90 DAYS AFTER THE TERMINATION OF THE GRANT. REFER TO THE WEBSITE FOR FURTHER INFORMATION: HTTPS://WWW.MARCHOFDIMES.ORG/RESEARCH/RESEARCH-GRANTS.ASPX SELECTION PROCESS FOR MICRO-AWARDS BY THE COLLECTIVE IMPACT: THE LOCAL MATERNAL & INFANT HEALTH (MIH) STAFF PERSON USES THEIR COMMON AGENDA WORK TO DETERMINE WHAT PARTNERS HAVE A ROLE TO PLAY. ONCE THEY HAVE ESTABLISHED THE WORK FLOW AND KNOW WHAT RESOURCES ARE NEEDED THEY CAN PROVIDE SEED FUNDING FOR A PROJECT THAT THEY ARE WORKING TO MOVE FORWARD IN THEIR GEOGRAPHIC AREA. MONITORING FOR MICRO-AWARDS BY THE COLLECTIVE IMPACT: MOD WILL REVIEW THE RECIPIENTS' WRITTEN PROGRESS AND EXPENDITURE REPORTS AND EVALUATE ITS OVERALL SUCCESS. X X X X X 0 0 0 0 0 0 0 1 0 CYNTHIA H RAHMAN PRESIDENT/CEO 473583 0 0 0 426 0 14000 0 0 0 488009 0 0 0 KELLY ERNST SVP, MARKET IMPACT 297077 0 15500 0 980 0 12400 0 12923 0 338880 0 0 0 CANDICE CHRISTOPHER CFO 306750 0 15000 0 980 0 12270 0 0 0 335000 0 0 0 L'KEL C LITTLE SR VP & GENERAL COUNSEL 309161 0 0 0 378 0 5875 0 4589 0 320003 0 0 0 DEIRDRE MALONEY SVP, HUMAN RESOURCES 280159 0 13500 0 980 0 11124 0 12940 0 318703 0 0 0 ALISON A ALE SVP, CHIEF DEVELOPMENT OFFICER 281120 0 12500 0 638 0 7200 0 12630 0 314088 0 0 0 CHRISTINA S CAVUCCI SVP MARKET DEVELOPMENT 223953 0 8000 0 420 0 9487 0 13223 0 255083 0 0 0 STACEY BRAYBOY SVP PUB POL/ GOVERNMENT AFFAIRS 224059 0 0 0 966 0 9338 0 9379 0 243742 0 0 0 CHAUNCEY MCCALL ACTING CMO (01/25-06/25)/VP MKTG. (07/25-12/25) 225585 0 0 0 408 0 8501 0 0 0 234494 0 0 0 MICHAEL D WARREN MD CHIEF MED. & HEALTH OFF. (AS OF 06/25) 191779 0 0 0 315 0 7300 0 5929 0 205323 0 0 0 PART I, LINE 7: NONFIXED PAYMENTS MARCH OF DIMES ESTABLISHES ANNUAL PERFORMANCE GOALS FOR ITS OFFICERS AND KEY EMPLOYEES. IF THE EMPLOYEE ATTAINS THE GOALS WHICH ARE ESTABLISHED FOR THEM, THOSE INDIVIDUALS MAY RECEIVE A PERFORMANCE BONUS. ALL BONUSES ARE CONSIDERED IN EVALUATION OF REASONABLE COMPENSATION FOR DISQUALIFIED PERSONS. X 258286 FMV X 36 276472 SELLING PRICE 0 0 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS (RATHER THAN ITEMS) IS REPORTED AT FAIR MARKET VALUE. FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION, CONTINUED: 2025 WAS A YEAR OF GROWTH, IMPACT, AND HARD-EARNED PROGRESS IN THE FIGHT FOR THE HEALTH OF EVERY MOM AND BABY. THE U.S. CONTINUED TO BE AMONG THE MOST DANGEROUS DEVELOPED NATIONS FOR CHILDBIRTH, A CRISIS DEMANDING URGENT, SUSTAINED ACTION. WITH STREAMLINED OPERATIONS, STRENGTHENED ALIGNMENT ACROSS TEAMS, AND A SHARPENED FOCUS. THANKS TO THE GENEROSITY AND COMMITMENT OF OUR COMMUNITY AND PARTNERS, MARCH OF DIMES WAS MORE EFFECTIVE IN SUPPORTING FAMILIES WHEN THEY NEEDED US MOST, WHEREVER THEY WERE. THE FOLLOWING PAGES REFLECT THE POWER OF A FOCUSED, MISSION-DRIVEN ORGANIZATION. LAST YEAR, WE ADVANCED CRITICAL RESEARCH BY LAUNCHING A NEW PREMATURITY RESEARCH CENTER; DELIVERED TRUSTED EDUCATION TO WOMEN, FAMILIES, AND HEALTHCARE PROVIDERS ACROSS THE COUNTRY; FOUGHT FOR POLICY CHANGE AT EVERY LEVEL OF GOVERNMENT; AND BROUGHT VITAL PROGRAMS AND SERVICES DIRECTLY TO FAMILIES WHO NEED IT THE MOST. FORM 990, PART VI, SECTION A, LINE 1A BOARD OF TRUSTEES MARCH OF DIMES' BOARD OF TRUSTEES HAS DELEGATED AUTHORITY TO THE EXECUTIVE COMMITTEE TO ACT ON BEHALF OF THE GOVERNING BODY DURING 2025. AS PROVIDED IN THE ORGANIZATION'S BY-LAWS AND CONSISTENT WITH APPLICABLE LAW. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS' POWER TO ELECT MARCH OF DIMES IS A NEW YORK NONPROFIT CORPORATION WITH ONE CLASS OF MEMBERS. THE MEMBERS OF THE ORGANIZATION HOLD THE AUTHORITY TO ELECT OR APPOINT NEW MEMBERS. THIS CLASS OF MEMBERS IS COEXTENSIVE WITH THE ORGANIZATION'S BOARD OF TRUSTEES, WHICH OPERATES AS THE ORGANIZATION'S GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7A SEE EXPLANATION FOR PART VI, LINE 6. FORM 990, PART VI, SECTION B, LINE 11B REVIEW OF 990 GOVERNING BODY MARCH OF DIMES' IRS FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY THE ORGANIZATION. UPON ITS COMPLETION IT IS THEN REVIEWED BY THE PRESIDENT & CEO, SVP & CHIEF FINANCIAL OFFICER, AND MARCH OF DIMES' AUDIT COMMITTEE OF THE BOARD OF TRUSTEES PRIOR TO FILING WITH THE IRS. THE FINAL FORM 990 IS PROVIDED TO ALL MEMBERS OF THE BOARD PRIOR TO ELECTRONICALLY FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY ANNUALLY MARCH OF DIMES ASKS ITS BOARD OF TRUSTEES MEMBERS TO REVIEW AND SIGN A CONFLICT OF INTEREST POLICY. EMPLOYEES AGREE AND ARE OBLIGED TO ABIDE BY THE EMPLOYEE HANDBOOK, WHICH HAS POLICIES REGARDING REPORTING AND AVOIDING CONFLICTS OF INTEREST. MARCH OF DIMES' LEGAL COUNSEL DETERMINES WHETHER A CONFLICT EXISTS. LEGAL COUNSEL RESOLVES ISSUES WITH RESPECT TO EMPLOYEES AND ISSUES CONCERNING TRUSTEES ARE RESOLVED BY THE EXECUTIVE COMMITTEE OF THE BOARD (UNLESS THE MATTER IS ELEVATED TO THE FULL BOARD OF TRUSTEES), IN ACCORDANCE WITH THE CONFLICT OF INTEREST POLICY. ANY BOARD MEMBERS WITH A CONFLICT IN A MATTER REQUIRING ACTION BY THE BOARD ARE PROHIBITED FROM PARTICIPATING IN THE BOARD'S DELIBERATIONS OR DECISIONS REGARDING THE MATTER UNDER CONSIDERATION. FORM 990, PART VI, SECTION B, LINE 15 DETERMINATION OF COMPENSATION DETERMINATION OF EXECUTIVE COMPENSATION AT MARCH OF DIMES IS A THREE-STAGE PROCESS, DESIGNED TO ENSURE AN INDEPENDENT AND TRANSPARENT APPROACH TO THE REVIEW OF MARCH OF DIMES OFFICERS AND ENSURE THAT THEIR COMPENSATION REFLECTS FAIR MARKET VALUE. THE FIRST STAGE OF THE PROCESS IS PERFORMED BY THE EXECUTIVE COMPENSATION COMMITTEE. THE EXECUTIVE COMPENSATION COMMITTEE WAS ORGANIZED TO CLARIFY AND SIMPLIFY THE COMPENSATION REVIEW PROCESS FOR THE PRESIDENT, STAFF OFFICERS, AND KEY EXECUTIVE MANAGEMENT. THE COMMITTEE IS COMPRISED OF FIVE INDEPENDENT TRUSTEES WHO MEET ANNUALLY TO REVIEW AND DISCUSS THE SALARY RANGES FOR THE PRESIDENT & CEO, STAFF OFFICERS, AND KEY EXECUTIVE MANAGEMENT OF MARCH OF DIMES, INCLUDING MERIT, VARIABLE PAY AND BENEFITS. IT TYPICALLY RECEIVES A BENCHMARKING REPORT FROM AN OUTSIDE CONSULTANT, WHICH COMPARES THE COMPENSATION DATA TO OTHER SIMILAR CHARITIES. THE COMMITTEE THEN MAKES ITS RECOMMENDATIONS TO THE EXECUTIVE COMMITTEE. THE SECOND STAGE OF THE PROCESS IS THE PRESENTATION OF THE EXECUTIVE COMPENSATION COMMITTEE'S FINDINGS AND RECOMMENDATION TO THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE CONSIDERS AND DISCUSSES THE RECOMMENDATIONS, AND THEN TAKES A VOTE ON COMPENSATION. THE THIRD STAGE IS WHEN THE FULL BOARD OF TRUSTEES IS BRIEFED ON THE EXECUTIVE COMMITTEE'S FINDINGS AND CONCLUSIONS. MINUTES ARE TAKEN CONTEMPORANEOUSLY TO RECORD THE DISCUSSION AND CONCLUSIONS REACHED, AND ARE KEPT ON FILE. THIS PROCESS IS IN KEEPING WITH MARCH OF DIMES BY-LAWS AND THE RESPONSIBILITIES OF THE EXECUTIVE COMMITTEE, AND ALSO INTENDED TO COMPORT WITH REGULATIONS ON INTERMEDIATE SANCTIONS PROMULGATED BY THE IRS. FORM 990, PART VI, SECTION C, LINE 19 DISCLOSURES MARCH OF DIMES MAKES ITS ANNUAL REPORT AND IRS FORM 990 ACCESSIBLE VIA OUR WEBSITE, WWW.MARCHOFDIMES.ORG AND UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 10,045,077. MANAGEMENT AND GENERAL EXPENSES 600,884. TOTAL EXPENSES 10,645,961. FORM 990, PART XI, LINE 9: PENSION AND POSTRETIREMENT COSTS OTHER THAN NET PERIODIC BENEFIT COSTS 8,952,763. GRANT REFUNDS 130,520. ALVERTA SECHRIST PERPETUAL TRUST 200 PARK AVENUE NEW YORK NY 10166 INVESTMENT CA N/A T 1.00000 1 MARGARET WEILER PERPETUAL TRUST 100 N MAIN STREET 6TH FLOOR WINSTONSALEM NC 27101 INVESTMENT CA N/A T 1.00000 1 CHARITABLE REMAINDER TRUST (1) 4550 LINDEN HILL ROAD SUITE 200 WLIMINGTON DE 19808 INVESTMENT CA N/A T 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0