DEAN FOUNDATION FOR HEALTH RESEARCH AND

Cite this

Plain text DEAN FOUNDATION FOR HEALTH RESEARCH AND. furp.org, nonprofit organization profile, tax years 2010–2017. https://furp.org/org/dean-foundation-for-health-research-and-391546086. Retrieved 2026-10-23.

APA furp.org. (n.d.). DEAN FOUNDATION FOR HEALTH RESEARCH AND [Nonprofit organization profile; tax years 2010–2017]. Retrieved October 23, 2026, from https://furp.org/org/dean-foundation-for-health-research-and-391546086

MLA “DEAN FOUNDATION FOR HEALTH RESEARCH AND.” furp.org, tax years 2010–2017, https://furp.org/org/dean-foundation-for-health-research-and-391546086. Accessed 23 Oct. 2026.

Retrieved 2026-10-23; covers tax years 2010–2017. Data: furp.org, CC BY 4.0.

2017 · Form 990 · revenue $1.5M · expenses $2.0M · assets $156K

Also known as
EDUCATION INC
EIN
39-1546086
Address
2711 ALLEN BLVD, MIDDLETON, WI 53562
NTEE code
-
Exempt type
-
Ruling date
-
Cross-check
ProPublica Nonprofit Explorer

Mission

THE FOUNDATION IS ORGANIZED TO CONDUCT MEDICAL RESEARCH ON PHYSICAL AND MENTAL DISEASES AND TO PROVIDE HEALTH EDUCATION AND CARE FOR THE UNDER SERVED.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

5 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Anne Koplin Md MEDICAL DIRECTOR2014-2017 $203,719$771,532 1
M Scott Statz EXECUTIVE DIRECTOR2016-2017 $90,263$118,186 1
Julieanne Pofahl Rn Bs CHAIR2014-2017 $0$90,198 2
Leslie H Taylor Md (former) MEDICAL DIRECTOR2010-2013 $208,387$767,510 1
Renee Reback (former) PAST EXECUTIVE DIRECTOR2013-2014 $110,699$228,832 2

Officers and directors, no compensation reported

19 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Daniel Danahy Md DIRECTOR2012-2017 1 $0 reported 2
Sandra Bruhn SECRETARY2010-2017 1 $0 reported 1
Victoria Szewczyk Mba Cpa DIRECTOR2010-2017 1 $0 reported 1
Tom Oakley DIRECTOR2012-2017 1 $0 reported 1
Marshall Heyworth DIRECTOR2012-2017 1 $0 reported 1
David Gorwitz TREASURER2013-2017 1 $0 reported 1
Sarah Joelson DIRECTOR2016-2017 1 $0 reported 1
Abigail Christiansen Md (former) VICE CHAIRMAN2010-2015 1 $0 reported 1
Theresa Behrs Md (former) SECRETARY2010-2015 1 $0 reported 1
Judith Fitzgerald Md (former) CHAIRMAN2010-2013 1 $0 reported 1
Julianne Pofahl Rn Bs (former) SECRETARY2010-2013 1 $0 reported 1
Adam Balin Md (former) DIRECTOR2011-2013 1 $0 reported 1
Joseph Boucher Cpa (former) DIRECTOR TERM EXP 12/122010-2012 1 $0 reported 1
Diane Ballweg (former) DIRECTOR TERM EXP 12/122010-2012 1 $0 reported 1
Jeff Rogensack Md (former) DIRECTOR TERM EXP 12/112010-2011 1 $0 reported 1
Craig Brenholt (former) DIRECTOR TERM EXP 12/112010-2011 1 $0 reported 1
John W Hamilton Md (former) DIRECTOR TERM EXP 12/102010 1 $0 reported 1
Santiago Hernandez Md (former) DIRECTOR TERM EXP 12/102010 1 $0 reported 1
Susan R Davidson Md (former) DIRECTOR TERM EXP 12/102010 1 $0 reported 1

People by year

2017 · 10 people listed · 2 paid, $294K · 33 employees · 75 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ANNE KOPLIN MD MEDICAL DIRECTOR27 $198,500$0$5,219 $203,7191
M SCOTT STATZ EXECUTIVE DIRECTOR40 $87,539$0$2,724 $90,2631
SANDRA BRUHN SECRETARY1 $0$0$0 $01
VICTORIA SZEWCZYK MBA CPA DIRECTOR1 $0$0$0 $01
JULIEANNE POFAHL RN BS CHAIR1 $0$0$0 $02
DANIEL DANAHY MD DIRECTOR1 $0$0$0 $02
TOM OAKLEY DIRECTOR1 $0$0$0 $01
MARSHALL HEYWORTH DIRECTOR1 $0$0$0 $01
DAVID GORWITZ TREASURER1 $0$0$0 $01
SARAH JOELSON DIRECTOR1 $0$0$0 $01
2016 · 10 people listed · 3 paid, $258K · 37 employees · 102 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ANNE KOPLIN MD MEDICAL DIRECTOR27 $193,435$0$6,317 $199,7521
JULIEANNE POFAHL RN BS INTERIM EXECUTIVE DIRECTOR/CHAIR11 $29,799$0$894 $30,6932
M SCOTT STATZ EXECUTIVE DIRECTOR40 $25,673$0$2,250 $27,9231
SANDRA BRUHN SECRETARY1 $0$0$0 $01
VICTORIA SZEWCZYK MBA CPA DIRECTOR1 $0$0$0 $01
DANIEL DANAHY MD DIRECTOR1 $0$0$0 $02
TOM OAKLEY DIRECTOR1 $0$0$0 $01
MARSHALL HEYWORTH DIRECTOR1 $0$0$0 $01
DAVID GORWITZ TREASURER1 $0$0$0 $01
SARAH JOELSON DIRECTOR1 $0$0$0 $01
2015 · 10 people listed · 2 paid, $250K · 40 employees · 102 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ANNE KOPLIN MD MEDICAL DIRECTOR27 $194,740$0$6,523 $201,2631
JULIEANNE POFAHL RN BS INTERIM EXECUTIVE DIRECTOR/CHAIR13 $47,601$0$1,428 $49,0292
ABIGAIL CHRISTIANSEN MD VICE CHAIRMAN1 $0$0$0 $01
SANDRA BRUHN DIRECTOR1 $0$0$0 $01
VICTORIA SZEWCZYK MBA CPA DIRECTOR1 $0$0$0 $01
THERESA BEHRS MD SECRETARY1 $0$0$0 $01
DANIEL DANAHY MD DIRECTOR1 $0$0$0 $02
TOM OAKLEY DIRECTOR1 $0$0$0 $01
MARSHALL HEYWORTH DIRECTOR1 $0$0$0 $01
DAVID GORWITZ TREASURER1 $0$0$0 $01
2014 · 11 people listed · 3 paid, $288K · 46 employees · 95 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ANNE KOPLIN MD MEDICAL DIRECTOR20 $165,267$0$1,531 $166,7981
RENEE REBACK PAST EXECUTIVE DIRECTOR40 $87,553$0$23,146 $110,6992
JULIEANNE POFAHL RN BS INTERIM EXECUTIVE DIRECTOR11 $10,476$0$0 $10,4762
ABIGAIL CHRISTIANSEN MD VICE CHAIRMAN1 $0$0$0 $01
SANDRA BRUHN DIRECTOR1 $0$0$0 $01
VICTORIA SZEWCZYK MBA CPA DIRECTOR1 $0$0$0 $01
THERESA BEHRS MD SECRETARY1 $0$0$0 $01
DANIEL DANAHY MD DIRECTOR1 $0$0$0 $02
TOM OAKLEY DIRECTOR1 $0$0$0 $01
MARSHALL HEYWORTH DIRECTOR1 $0$0$0 $01
DAVID GORWITZ TREASURER1 $0$0$0 $01
2013 · 13 people listed · 2 paid, $327K · 44 employees · 100 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LESLIE H TAYLOR MD MEDICAL DIRECTOR36 $189,056$0$19,331 $208,3871
RENEE REBACK EXECUTIVE DIRECTOR40 $91,423$0$26,710 $118,1332
JUDITH FITZGERALD MD CHAIRMAN1 $0$0$0 $01
ABIGAIL CHRISTIANSEN MD VICE CHAIRMAN1 $0$0$0 $01
SANDRA BRUHN DIRECTOR1 $0$0$0 $01
VICTORIA SZEWCZYK MBA CPA INTERIM CHAIR1 $0$0$0 $01
JULIANNE POFAHL RN BS SECRETARY1 $0$0$0 $01
THERESA BEHRS MD DIRECTOR1 $0$0$0 $01
ADAM BALIN MD DIRECTOR1 $0$0$0 $01
DANIEL DANAHY MD DIRECTOR1 $0$0$0 $02
TOM OAKLEY DIRECTOR1 $0$0$0 $01
MARSHALL HEYWORTH DIRECTOR1 $0$0$0 $01
DAVID GORWITZ TREASURER1 $0$0$0 $01
2012 · 13 people listed · 1 paid, $195K · 45 employees · 100 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LESLIE H TAYLOR MD MED. DIRECTOR NO TERM EXP40 $194,810$0$0 $194,8101
JUDITH FITZGERALD MD CHAIRMAN TERM EXP 12/131 $0$0$0 $01
ABIGAIL CHRISTIANSEN MD VICE CHAIRMAN TERM EXP 12/131 $0$0$0 $01
SANDRA K BRUHN TREASURER TERM EXP 12/141 $0$0$0 $01
VICTORIA SZEWCZYK MBA CPA DIRECTOR TERM EXP 12/151 $0$0$0 $01
JULIANNE POFAHL RN BS SECRETARY TERM EXP 12/151 $0$0$0 $01
THERESA BEHRS MD DIRECTOR TERM EXP 12/131 $0$0$0 $01
ADAM BALIN MD DIRECTOR TERM EXP 12/131 $0$0$0 $01
JOSEPH BOUCHER CPA DIRECTOR TERM EXP 12/121 $0$0$0 $01
DIANE BALLWEG DIRECTOR TERM EXP 12/121 $0$0$0 $01
DANIEL DANAHY DIRECTOR TERM EXP 12/141 $0$0$0 $02
TOM OAKLEY DIRECTOR TERM EXP 12/151 $0$0$0 $01
MARSHALL HEYWORTH DIRECTOR TERM EXP 12/141 --- $01
2011 · 12 people listed · 1 paid, $169K · 45 employees · 100 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LESLIE H TAYLOR MD EXEC. DIRECTOR NO TERM EXP40 $168,816$0$0 $168,8161
JEFF ROGENSACK MD DIRECTOR TERM EXP 12/111 $0$0$0 $01
JULIANNE POFAHL RN BS DIRECTOR TERM EXP 12/121 $0$0$0 $01
JUDITH FITZGERALD MD CHAIRMAN TERM EXP 12/121 $0$0$0 $01
VICTORIA SZEWCZYK MBA CPA DIRECTOR TERM EXP 12/111 $0$0$0 $01
SANDRA K BRUHN TREASURER TERM EXP 12/111 $0$0$0 $01
CRAIG BRENHOLT DIRECTOR TERM EXP 12/111 $0$0$0 $01
ABIGAIL CHRISTIANSEN MD VICE CHAIRMAN TERM EXP 12/121 $0$0$0 $01
THERESA BEHRS MD DIRECTOR TERM EXP 12/121 $0$0$0 $01
JOSEPH BOUCHER CPA DIRECTOR TERM EXP 12/121 $0$0$0 $01
DIANE BALLWEG DIRECTOR TERM EXP 12/111 $0$0$0 $01
ADAM BALIN MD DIRECTOR TERM EXP: 12/121 $0$0$0 $01
2010 · 14 people listed · 1 paid, $195K · 44 employees · 75 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LESLIE H TAYLOR MD EXEC. DIRECTOR NO TERM EXP40 $195,497$0$0 $195,4971
JEFF ROGENSACK MD DIRECTOR TERM EXP 12/111 $0$0$0 $01
JULIANNE POFAHL RN BS DIRECTOR TERM EXP 12/121 $0$0$0 $01
JUDITH FITZGERALD MD CHAIRMAN TERM EXP 12/121 $0$0$0 $01
VICTORIA SZEWCZYK MBA CPA DIRECTOR TERM EXP 12/111 $0$0$0 $01
SANDRA K BRUHN TREASURER TERM EXP 12/111 $0$0$0 $01
CRAIG BRENHOLT DIRECTOR TERM EXP 12/111 $0$0$0 $01
ABIGAIL CHRISTIANSEN MD VICE CHAIRMAN TERM EXP 12/121 $0$0$0 $01
THeRESA BEHRS MD DIRECTOR TERM EXP 12/121 $0$0$0 $01
JOSEPH BOUCHER CPA DIRECTOR TERM EXP 12/121 $0$0$0 $01
DIANE BALLWEG DIRECTOR TERM EXP 12/111 $0$0$0 $01
JOHN W HAMILTON MD DIRECTOR TERM EXP 12/101 $0$0$0 $01
SANTIAGO HERNANDEZ MD DIRECTOR TERM EXP 12/101 $0$0$0 $01
SUSAN R DAVIDSON MD DIRECTOR TERM EXP 12/101 $0$0$0 $01

Highest-paid independent contractors

No independent contractors reported.

Who gave

Contributor names are not public for this form type.

Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2017 · Form 990 period ending 2017-12-31 · view filing · original 990 ↗
$1,484,732$1,985,850 $156,230-$6,524 $56,846$1,273,073 $262,0393375
2016 · Form 990 period ending 2016-12-31 · view filing · original 990 ↗
$2,332,270$2,662,453 $1,524,554$596,757 $193,068$2,092,929 $248,90737102
2015 · Form 990 period ending 2015-12-31 · view filing · original 990 ↗
$2,647,222$2,550,861 $1,804,612$896,806 $192,931$2,367,874 $242,34140102
2014 · Form 990 period ending 2014-12-31 · view filing · original 990 ↗
$2,923,313$3,032,462 $2,055,662$933,351 $578,992$2,192,925 $287,9734695
2013 · Form 990 period ending 2013-12-31 · view filing · original 990 ↗
$2,912,118$3,545,921 $2,162,211$1,034,176 $449,350$2,237,349 $326,52044100
2012 · Form 990 period ending 2012-12-31 · view filing · original 990 ↗
$3,516,945$3,459,851 $2,539,752$1,647,003 $298,719$3,083,686 $194,81045100
2011 · Form 990 period ending 2011-12-31 · view filing · original 990 ↗
$3,420,940$3,045,127 $2,425,816$1,540,574 $400,323$2,958,468 $174,04545100
2010 · Form 990 period ending 2010-12-31 · view filing · original 990 ↗
$2,874,623$3,130,171 $2,029,650$1,237,522 $289,921$2,540,673 $219,7634475

Connected to

Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.

Funders of this organization

5 grantors reported grants to this organization, $237,543 in all, tax years 2010 to 2017. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV

GrantorTypeMatchYears givenGrantsTotalLatest yearLatest year's amountGrants
SSM HEALTH CARE OF WISCONSIN INC Public charity Exact 2010-2011, 2013 3$97,235 2013$49,235
show
UNITED WAY OF DANE COUNTY INC Public charity Exact 2011-2015 5$88,908 2015$9,648
show
MAYO CLINIC Public charity Exact 2010 1$31,400 2010$31,400
show
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor Exact 2017 1$10,000 2017$10,000
show
EVJUE FOUNDATION INC Public charity Exact 2012 1$10,000 2012$10,000
show

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (86)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
CHILDRENS HEALTH AND RESEARCH FOUNDATION INCNYP30 $1,691,881$1,719,287 EXECUTIVE DIRECTOR$107,859 Similar name, revenue within 2x
AGC EDUCATION AND RESEARCH FOUNDATIONVANot reported $2,426,895$1,314,046 SECRETARY$402,161 Similar name, revenue within 2x
ALTERNATIVES FOR RESEARCH AND DEVELOPMENT FOUNDATIONPAD01 $1,391,661$947,409 PRESIDENT (AFTER 10/7/25)$126,016 Similar name, revenue within 2x
HDA RESEARCH FOUNDATIONDCNot reported $1,014,506$911,759 PRESIDENT & CEO$2,359,099 Similar name, revenue within 2x
APGA RESEARCH FOUNDATIONDCY05 $1,226,149$1,129,697 CEO$456,313 Similar name, revenue within 2x
MONTANA HEALTH RESEARCH AND EDUCATION FOUNDATION INCMTNot reported $2,616,960$2,843,049 EXECUTIVE DIRECTOR$166,583 Similar name, revenue within 2x
THE WOMENS FUND FOR HEALTH EDUCATION AND RESEARCHTXNot reported $757,994$714,667 EXECUTIVE DIRECTOR$108,360 Similar name, revenue within 2x
FOUNDATION FOR VISION RESEARCHMIH41 $931,107$743,053 BOARD MEMBER$977,727 Similar name, revenue within 2x
NGA RESEARCH AND EDUCATION FOUNDATIONDCNot reported $2,223,205$2,149,245 PRESIDENT$916,712 Similar name, revenue within 2x
THE SAMUEL AND JEAN FRANKEL HEALTH AND RESEARCH FOUNDATIONMINot reported $2,950,874$1,596,988 PRESIDENT AND TRUSTEE$0 Similar name, revenue within 2x
DELTA RESEARCH FOUNDATIONMSC05 $838,574$704,437 EXECUTIVE DI$0 Similar name, revenue within 2x
MILITARY HEALTH RESEARCH FOUNDATION INCMDU40 $5,110,658$5,186,556 PRESIDENT/CE$235,310 Similar name, revenue within 5x, similar mission
FOUNDATION FOR RESEARCHNVH12 $6,556,157$7,047,376 Trustee, President$785,428 Similar name, revenue within 5x
APBD RESEARCH FOUNDATIONNYH48 $363,824$410,785 EXEC DIRECTOR$120,000 Similar name, revenue within 5x, similar mission
FOUNDATION FOR ADVANCING VETERANS HEALTH RESEARCH INCTXH90 $5,966,737$4,771,613 STATUTORY TR$360,676 Similar name, revenue within 5x, similar mission
GMR FOUNDATION FOR RESEARCH AND EDUCATIONCOT50 $304,932$284,015 EXECUTIVE DI$59,978 Similar name, revenue within 5x
NEW MEXICO FOUNDATION FOR DENTAL HEALTH RESEARCH AND EDUCATIONNME32 $419,057$408,934 EXECUTIVE DI$56,450 Similar name, revenue within 5x
PICPA FOUNDATION FOR EDUCATION AND RESEARCHPAS41 $4,764,913$4,927,053 CEO, SECRETARY$462,535 Similar name, revenue within 5x
AMERICAN HEARING RESEARCH FOUNDATIONILH42 $385,525$598,361 President$0 Similar name, revenue within 5x
FOUNDATION FOR HEALTH AND DEVELOPMENTCANot reported $316,505$286,748 SECRETARY$0 Similar name, revenue within 5x
GEORGIA HEALTH CARE EDUCATION AND RESEARCH FOUNDATION INCGANot reported $367,940$259,666 President & CEO$638,658 Similar name, revenue within 5x
HORSES AND HUMANS RESEARCH FOUNDATIONOHD05 $711,252$436,719 EXECUTIVE DI$116,201 Similar name, revenue within 5x
ICPI FOUNDATION FOR EDUCATION AND RESEARCHVAB11 $600,783$325,798 Treasurer/ CMHA President & CEO$384,682 Similar name, revenue within 5x
HOPE FOR DEPRESSION RESEARCH FOUNDATIONNYH12 $3,352,342$7,276,738 EXECUTIVE DIRECTOR$301,810 Similar name, revenue within 5x
DELTA RESEARCH AND EDUCATIONAL FOUNDATIONDCW00 $5,028,222$4,510,681 EXECUTIVE DIRECTOR$132,243 Similar name, revenue within 5x

Who funds organizations like this

Grantors that funded the 86 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
GREATER KANSAS CITY COMMUNITY FOUNDATION DAF sponsor$32,507,2001 12019–2019 HOPE FOR DEPRESSION RESEARCH FOUNDATION
DONOR ADVISED CHARITABLE GIVING DAF sponsor$28,410,57157 172014–2024 HOPE FOR DEPRESSION RESEARCH FOUNDATION; DRI RESEARCH FOUNDATION; ALTERNATIVES FOR RESEARCH AND DEVELOPMENT FOUNDATION; THE FOUNDATION FOR AIDS RESEARCH and 13 more
GOOD VENTURES FOUNDATION Private foundation$7,219,0006 12018–2022 FOUNDATION FOR FOOD AND AGRICULTURE RESEARCH
FIDELITY INVESTMENTS CHARITABLE GIFT FUND funds this one DAF sponsor$2,723,13071 182016–2024 THE FOUNDATION FOR AIDS RESEARCH; HOPE FOR DEPRESSION RESEARCH FOUNDATION; FOUNDATION FOR HEARING RESEARCH INC; DRI RESEARCH FOUNDATION and 14 more
WAVERLEY STREET FOUNDATION Private foundation$2,250,0002 12020–2021 FOUNDATION FOR FOOD AND AGRICULTURE RESEARCH
SILICON VALLEY COMMUNITY FOUNDATION DAF sponsor$2,037,43520 52010–2023 FOUNDATION FOR FOOD AND AGRICULTURE RESEARCH; APBD RESEARCH FOUNDATION; FOUNDATION FOR HEARING RESEARCH INC; THE FOUNDATION FOR AIDS RESEARCH and 1 more
THE GRANTHAM FOUNDATION FOR THE PROTECTION OF THE ENVIRONMENT Private foundation$2,000,0002 12023–2024 FOUNDATION FOR FOOD AND AGRICULTURE RESEARCH
THOMAS E & MARY K GALLAGHER FOUNDATION Private foundation$1,710,78015 12009–2024 DRI RESEARCH FOUNDATION
AMERICAN ONLINE GIVING FOUNDATION INC DAF sponsor$1,558,97024 52019–2024 DELTA RESEARCH AND EDUCATIONAL FOUNDATION; FOUNDATION FOR HEARING RESEARCH INC; THE FOUNDATION FOR AIDS RESEARCH; HEALTH AND HOPE FOUNDATION and 1 more
OBERKOTTER FOUNDATION Private foundation$1,404,6502 12013–2014 FOUNDATION FOR HEARING RESEARCH INC
NATIONAL PHILANTHROPIC TR DAF sponsor$1,398,40025 52014–2024 THE FOUNDATION FOR AIDS RESEARCH; HOPE FOR DEPRESSION RESEARCH FOUNDATION; FOUNDATION FOR HEALTH RESEARCH; APBD RESEARCH FOUNDATION and 1 more
AMERICAN ENDOWMENT FOUNDATION DAF sponsor$1,231,44428 62016–2024 THE FOUNDATION FOR AIDS RESEARCH; HEALTH AND HOPE FOUNDATION; THE WOMENS FUND FOR HEALTH EDUCATION AND RESEARCH; FOUNDATION FOR HEARING RESEARCH INC and 2 more
GREATER HOUSTON COMMUNITY FOUNDATION DAF sponsor$806,4509 42014–2024 HORSES AND HUMANS RESEARCH FOUNDATION; THE WOMENS FUND FOR HEALTH EDUCATION AND RESEARCH; HOPE FOR DEPRESSION RESEARCH FOUNDATION; DELTA RESEARCH AND EDUCATIONAL FOUNDATION
FORGOOD INC DAF sponsor$750,21947 92010–2024 THE FOUNDATION FOR AIDS RESEARCH; HEALTH AND HOPE FOUNDATION; APBD RESEARCH FOUNDATION; DELTA RESEARCH AND EDUCATIONAL FOUNDATION and 5 more
RAYMOND JAMES CHARITABLE ENDOWMENT FUND DAF sponsor$628,61017 42012–2024 THE FOUNDATION FOR AIDS RESEARCH; DRI RESEARCH FOUNDATION; THE WOMENS FUND FOR HEALTH EDUCATION AND RESEARCH; DELTA RESEARCH AND EDUCATIONAL FOUNDATION

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2017 · Form 990 · $1,985,850 spent · pay $1,520,126 · grants $0 · events $5,922
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $948,470$806,200$142,270- 47.8%
Pay: officers, directors, trustees, key employees $262,039$222,733$39,306- 13.2%
Other (as described)MEDICAL EXPENSES $197,126$197,126-- 9.9%
Other employee benefits $186,238$158,303$27,935- 9.4%
Occupancy $155,769$132,403$23,366- 7.8%
Payroll taxes $95,136$80,865$14,271- 4.8%
Pension plan contributions $28,243$24,007$4,236- 1.4%
Other (as described)PT RECRUITMENT $20,690$20,690-- 1.0%
Office expenses $13,878$10,778$3,100- 0.7%
Interest $12,847-$12,847- 0.6%
All other expenses $12,179$2,116$10,063- 0.6%
Fees: accounting $8,622-$8,622- 0.4%
Fees: legal $7,941-$7,941- 0.4%
Other (as described)CERF $7,727-$7,727- 0.4%
Other (as described)PAYROLL PROCESSING EXPE $5,987-$5,987- 0.3%
Conferences, conventions and meetings $5,922-$5,922- 0.3%
Fees: other services $5,489$5,489-- 0.3%
Fees: investment management $5,476-$5,476- 0.3%
Depreciation and depletion $3,866$3,286$580- 0.2%
Fees: management $1,968-$1,968- 0.1%
Travel $237-$237- 0.0%
Total$1,985,850100%

View the filing

2016 · Form 990 · $2,662,453 spent · pay $1,860,821 · grants $0 · events $14,012
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $1,292,733$1,085,217$207,516- 48.6%
Other (as described)DIRECT PROJECT EXPENSES $340,801$334,504$6,297- 12.8%
Pay: officers, directors, trustees, key employees $248,907$193,435$55,472- 9.3%
Other employee benefits $170,840$152,712$18,128- 6.4%
Occupancy $168,829$90,623$78,206- 6.3%
Payroll taxes $110,472$92,331$18,141- 4.1%
Advertising and promotion $47,257$45,658-$1,599 1.8%
Insurance $43,973$15,606$28,367- 1.7%
Pension plan contributions $37,869$32,083$5,786- 1.4%
Office expenses $33,987$11,620$22,310$57 1.3%
Other (as described)OTHER EXPENSES $21,249$9,766$11,483- 0.8%
Interest $19,933-$19,933- 0.7%
Fees: accounting $18,708-$18,708- 0.7%
Fees: professional fundraisers $18,158--$18,158 0.7%
Fees: management $14,222$9,140$5,082- 0.5%
Conferences, conventions and meetings $14,012$10,940$3,072- 0.5%
Information technology $13,480$9,732$3,748- 0.5%
Fees: other services $13,470$13,470-- 0.5%
Depreciation and depletion $12,095$7,537$4,558- 0.5%
Fees: investment management $9,705-$9,705- 0.4%
Other (as described)BANK CHARGES $6,617-$6,617- 0.2%
Other (as described)MEALS $2,325$1,270$1,055- 0.1%
Fees: legal $2,128-$2,128- 0.1%
All other expenses $665$70$595- 0.0%
Travel $18$18-- 0.0%
Total$2,662,453100%

View the filing

2015 · Form 990 · $2,550,861 spent · pay $1,801,097 · grants $0 · events $6,878
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $1,220,564$1,019,964$200,600- 47.8%
Other (as described)DIRECT PROJECT EXPENSES $252,508$252,508-- 9.9%
Pay: officers, directors, trustees, key employees $242,341$194,740$47,601- 9.5%
Other employee benefits $184,136$143,835$40,301- 7.2%
Occupancy $171,253$87,213$84,040- 6.7%
Payroll taxes $122,835$92,200$30,635- 4.8%
Fees: management $55,270$19,064$36,206- 2.2%
Insurance $53,634$26,941$26,693- 2.1%
Advertising and promotion $35,811$30,726-$5,085 1.4%
Pension plan contributions $31,221$26,459$4,762- 1.2%
Office expenses $29,302$17,448$11,854- 1.1%
Depreciation and depletion $20,594$12,833$7,761- 0.8%
Fees: other services $20,415$20,415-- 0.8%
Interest $19,451-$19,451- 0.8%
Fees: accounting $18,349-$18,349- 0.7%
Other (as described)OTHER EXPENSES $18,006$15,621$2,385- 0.7%
Information technology $13,987$10,253$3,734- 0.5%
Fees: investment management $7,525-$7,525- 0.3%
Other (as described)BANK CHARGES $6,998-$6,998- 0.3%
Conferences, conventions and meetings $6,878$6,779$99- 0.3%
Fees: professional fundraisers $6,500--$6,500 0.3%
Other (as described)MEALS $4,495$3,688$807- 0.2%
Fees: legal $4,405-$4,405- 0.2%
Travel $2,532$2,522$10- 0.1%
All other expenses $1,851$1,678$173- 0.1%
Total$2,550,861100%

View the filing

2014 · Form 990 · $3,032,462 spent · pay $2,187,153 · grants $0 · events $14,403
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $1,333,656$1,136,691$196,965- 44.0%
Other employee benefits $389,237$316,050$73,187- 12.8%
Other (as described)DIRECT PROJECT EXPENSES $375,896$375,896-- 12.4%
Pay: officers, directors, trustees, key employees $287,973$166,798$121,175- 9.5%
Occupancy $207,931$132,267$74,071$1,593 6.9%
Payroll taxes $128,405$108,041$20,364- 4.2%
Pension plan contributions $47,882$37,650$10,232- 1.6%
Insurance $46,742$24,586$22,156- 1.5%
Office expenses $31,344$15,119$16,221$4 1.0%
Depreciation and depletion $25,936$16,161$9,775- 0.9%
All other expenses $25,103$18,096$7,007- 0.8%
Fees: other services $22,340$22,340-- 0.7%
Fees: accounting $16,592-$16,592- 0.5%
Interest $16,129-$16,129- 0.5%
Conferences, conventions and meetings $14,403$13,878$525- 0.5%
Travel $13,647$13,384$263- 0.5%
Information technology $13,431$9,027$4,182$222 0.4%
Fees: management $13,269$5,647$7,622- 0.4%
Other (as described)BANK CHARGES $8,228-$8,228- 0.3%
Fees: investment management $7,133-$7,133- 0.2%
Advertising and promotion $4,569$628-$3,941 0.2%
Other (as described)MEALS $2,016$1,584$432- 0.1%
Other (as described)DUES/SUBSCRIPTIONS $600$356$244- 0.0%
Total$3,032,462100%

View the filing

2013 · Form 990 · $3,545,921 spent · pay $2,386,450 · grants $0 · events $56,664
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $1,440,546$1,307,186$131,376$1,984 40.6%
Other employee benefits $482,280$417,507$64,773- 13.6%
Other (as described)DIRECT PROJECT EXPENSES $478,932$478,932-- 13.5%
Pay: officers, directors, trustees, key employees $326,520$208,387$118,133- 9.2%
Occupancy $198,593$133,604$62,158$2,831 5.6%
Payroll taxes $137,104$117,861$19,024$219 3.9%
Fees: other services $135,392$135,392-- 3.8%
Fees: management $64,413$55,313$9,100- 1.8%
Insurance $47,867$24,937$22,930- 1.3%
Office expenses $44,608$27,718$15,093$1,797 1.3%
Depreciation and depletion $25,409$15,204$9,195$1,010 0.7%
Information technology $23,384$10,506$12,638$240 0.7%
Travel $21,758$21,728$30- 0.6%
Fees: accounting $20,325-$20,325- 0.6%
Advertising and promotion $19,471$1,150$206$18,115 0.5%
Conferences, conventions and meetings $16,802$16,046$756- 0.5%
Interest $16,772-$16,772- 0.5%
Fees: professional fundraisers $10,750--$10,750 0.3%
Other (as described)BANK CHARGES $9,285$479$8,806- 0.3%
Fees: investment management $8,212-$8,212- 0.2%
Other (as described)DUES/SUBSCRIPTIONS $6,746$6,502$188$56 0.2%
Other (as described)MEALS $6,396$5,947$449- 0.2%
All other expenses $4,356$1,749$2,348$259 0.1%
Fundraising events Eventdirect expenses; gross income $73,939$39,862reported apart
Total$3,545,921100%

View the filing

2012 · Form 990 · $3,459,851 spent · pay $2,449,156 · grants $0 · events $53,673
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $1,588,845$1,346,202$199,637$43,006 45.9%
Other employee benefits $509,168$445,103$57,204$6,861 14.7%
Other (as described)Direct Project Expenses $453,166$453,166-- 13.1%
Occupancy $207,359$133,894$70,613$2,852 6.0%
Pay: officers, directors, trustees, key employees $194,810$175,135$19,675- 5.6%
Payroll taxes $134,697$113,848$17,317$3,532 3.9%
Fees: other services $107,156$94,682$12,474- 3.1%
Insurance $43,211$25,335$17,876- 1.2%
Office expenses $32,949$22,273$10,449$227 1.0%
Fees: accounting $27,240-$27,240- 0.8%
Fees: management $25,959$21,301$4,658- 0.8%
Depreciation and depletion $22,455$13,794$8,566$95 0.6%
Pension plan contributions $21,636$19,472$2,164- 0.6%
Information technology $17,607$12,390$4,997$220 0.5%
Conferences, conventions and meetings $11,667$11,592-$75 0.3%
Other (as described)Meals $10,786$9,343$1,344$99 0.3%
Interest $9,323-$9,323- 0.3%
Other (as described)Bank Charges $8,136$409$7,727- 0.2%
All other expenses $7,967$1,957$6,001$9 0.2%
Fees: investment management $7,950-$7,950- 0.2%
Other (as described)Dues/Subscriptions $7,706$7,319$188$199 0.2%
Travel $7,103$6,755$73$275 0.2%
Advertising and promotion $2,955$538$15$2,402 0.1%
Fundraising events Eventdirect expenses; gross income -$42,006reported apart
Total$3,459,851100%

View the filing

2011 · Form 990 · $3,045,127 spent · pay $2,129,548 · grants $0 · events $63,473
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $1,419,169$1,226,292$155,356$37,521 46.6%
Other (as described)DIRECT PROJECT EXPENSES $430,279$430,279-- 14.1%
Other employee benefits $401,813$348,826$48,102$4,885 13.2%
Occupancy $198,175$176,141$18,266$3,768 6.5%
Pay: officers, directors, trustees, key employees $174,045$130,525$43,520- 5.7%
Payroll taxes $113,919$97,295$13,482$3,142 3.7%
Insurance $41,296$25,025$16,271- 1.4%
Office expenses $40,879$24,400$15,615$864 1.3%
Fees: other services $40,127$23,995$15,963$169 1.3%
Fees: accounting $27,009-$27,009- 0.9%
Depreciation and depletion $24,024$14,652$9,233$139 0.8%
Fees: management $23,497$17,800$5,697- 0.8%
Pension plan contributions $20,602$16,584$3,814$204 0.7%
Information technology $16,423$11,760$4,663- 0.5%
Travel $16,363$15,788$42$533 0.5%
Interest $15,971-$15,971- 0.5%
Other (as described)MEALS $14,973$13,750$1,127$96 0.5%
Fees: investment management $7,888-$7,888- 0.3%
Other (as described)BANK CHARGES $7,540$641$6,888$11 0.2%
Other (as described)DUES/SUBSCRIPTIONS $5,079$4,637$198$244 0.2%
All other expenses $3,397$2,072$1,305$20 0.1%
Conferences, conventions and meetings $2,659$2,299$360- 0.1%
Fundraising events Eventdirect expenses; gross income -$60,814reported apart
Total$3,045,127100%

View the filing

2010 · Form 990 · $3,130,171 spent · pay $2,213,507 · grants $0 · events $62,758
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $1,451,495$1,271,938$131,741$47,816 46.4%
Other (as described)DIRECT PROJECT EXPENSES $434,571$434,571-- 13.9%
Other employee benefits $395,704$325,111$56,498$14,095 12.6%
Pay: officers, directors, trustees, key employees $219,763$126,105$93,658- 7.0%
Occupancy $184,020$96,076$87,944- 5.9%
Payroll taxes $118,331$99,742$15,788$2,801 3.8%
Fees: other services $53,233$44,119$1,652$7,462 1.7%
Office expenses $44,010$28,293$14,337$1,380 1.4%
Insurance $43,255$26,008$17,247- 1.4%
Depreciation and depletion $31,019$20,437$10,328$254 1.0%
Pension plan contributions $28,214$24,455$3,151$608 0.9%
Other (as described)MEALS $22,436$3,276$764$18,396 0.7%
Fees: accounting $19,200-$19,200- 0.6%
Information technology $18,211$12,430$5,781- 0.6%
Fees: management $15,632$8,697$6,935- 0.5%
Travel $13,738$12,342$72$1,324 0.4%
Interest $9,407-$9,407- 0.3%
Other (as described)BANK CHARGES $8,315-$7,345$970 0.3%
Fees: investment management $7,549-$7,549- 0.2%
Other (as described)DUES/SUBSCRIPTIONS $6,796$6,250$188$358 0.2%
Conferences, conventions and meetings $5,272$5,272-- 0.2%
Fundraising events Eventdirect expenses; gross income -$57,486reported apart
Total$3,130,171100%

View the filing

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.