Totals
- Total revenue
- $10,453,299
- Total expenses
- $8,547,943
- Contributions and grants received
- $8,383,940
- Grants paid
- $2,483,684
- Program service revenue
- $368,000
- Investment income
- $1,628,280
- Other revenue
- $73,079
- Total assets, end of year
- $37,662,654
- Total liabilities, end of year
- $2,157,188
- Net assets or fund balances, end of year
- $35,505,466
- Program services expenses (Part IX)
- $7,083,314
- Management and general expenses
- $733,084
- Fundraising expenses
- $731,545
- Program service expenses (Part III)
- $7,083,314
Program services were 82.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$8,383,940
-
1g · Noncash contributions included above
$228,196
-
2a · Program service revenue: Publication income
total $368,000 · unrelated business $368,000
-
3 · Investment income
total $690,915 · related or exempt $690,915
-
6a · Gross rents
real property $9,140
-
6c · Rental income or loss
real property $9,140
-
6d · Net rental income or loss
total $9,140 · related or exempt $9,140
-
7a · Gross sales of assets other than inventory
securities $18,589,422
-
7b · Less cost or other basis and sales expenses
securities $17,652,057
-
7c · Gain or loss
securities $937,365
-
7d · Net gain or loss
total $937,365 · related or exempt $937,365
-
8a · Fundraising events: gross income
$155,211
-
8b · Fundraising events: direct expenses
$91,272
-
8c · Net income from fundraising events
total $63,939 · excluded $63,939
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $1,628,760 · program services $1,628,760
-
2 · Grants to domestic individuals
total $10,400 · program services $10,400
-
3 · Grants to foreign organizations and individuals
total $844,524 · program services $844,524
-
7 · Other salaries and wages
total $1,597,300 · program services $1,184,707 · management and general $89,992 · fundraising $322,601
-
8 · Pension plan contributions
total $26,404 · program services $18,039 · management and general $2,582 · fundraising $5,783
-
9 · Other employee benefits
total $215,330 · program services $185,790 · management and general $1,358 · fundraising $28,182
-
10 · Payroll taxes
total $111,576 · program services $80,944 · management and general $8,020 · fundraising $22,612
-
11a · Fees: management
total $271,563 · program services $171,563 · management and general $100,000
-
11b · Fees: legal
total $256,368 · program services $220,221 · management and general $32,853 · fundraising $3,294
-
11c · Fees: accounting
total $86,896 · management and general $86,896
-
11d · Fees: lobbying
total $10,000 · program services $10,000
-
11f · Fees: investment management
total $112,621 · management and general $112,621
-
11g · Fees: other
total $435,485 · program services $299,720 · management and general $111,697 · fundraising $24,068
-
12 · Advertising and promotion
total $6,910 · program services $6,910
-
13 · Office expenses
total $476,618 · program services $340,677 · management and general $47,614 · fundraising $88,327
-
14 · Information technology
total $424,946 · program services $406,637 · management and general $1,690 · fundraising $16,619
-
16 · Occupancy
total $226,356 · program services $167,887 · management and general $12,753 · fundraising $45,716
-
17 · Travel
total $291,052 · program services $252,006 · management and general $27,493 · fundraising $11,553
-
19 · Conferences, conventions and meetings
total $1,227,611 · program services $1,122,676 · management and general $44,752 · fundraising $60,183
-
22 · Depreciation, depletion and amortization
total $6,166 · program services $4,574 · management and general $347 · fundraising $1,245
-
23 · Insurance
total $32,599 · program services $21,980 · management and general $4,634 · fundraising $5,985
-
24a · Other expenses: Telephone
total $21,860 · program services $16,047 · management and general $824 · fundraising $4,989
-
24b · Other expenses: Repair and maintenance
total $20,977 · program services $15,558 · management and general $1,182 · fundraising $4,237
-
24c · Other expenses: Dues and subscriptions
total $139,495 · program services $67,341 · management and general $21,733 · fundraising $50,421
-
24d · Other expenses: Licenses, fees, and taxes
total $57,557 · management and general $23,557 · fundraising $34,000
-
24e · All other expenses
total $8,569 · program services $6,353 · management and general $486 · fundraising $1,730
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $7,943,740 · end of year $1,200,391
-
2 · Savings and temporary cash investments
beginning of year $4,433,622 · end of year $508,112
-
4 · Accounts receivable
beginning of year $675,118 · end of year $949,746
-
9 · Prepaid expenses and deferred charges
beginning of year $167,500 · end of year $86,986
-
10a · Land, buildings and equipment: cost or other basis
$417,840
-
10b · Land, buildings and equipment: accumulated depreciation
$408,088
-
10c · Land, buildings and equipment, net
beginning of year $12,982 · end of year $9,752
-
11 · Investments: publicly traded securities
beginning of year $21,875,585 · end of year $34,601,529
-
13 · Investments: program-related
beginning of year $363,069 · end of year $281,138
-
15 · Other assets
beginning of year $25,000 · end of year $25,000
-
17 · Accounts payable and accrued expenses
beginning of year $1,001,973 · end of year $705,296
-
18 · Grants payable
beginning of year $887,727 · end of year $890,392
-
19 · Deferred revenue
beginning of year $715,000 · end of year $561,500
-
25 · Other liabilities
beginning of year $19,020
-
27 · Net assets without donor restrictions
beginning of year $29,569,884 · end of year $33,095,472
-
28 · Net assets with donor restrictions
beginning of year $3,303,012 · end of year $2,409,994
Mission and programs · 2022
Mission
The Alpha-1 Foundation is committed to finding a cure for Alpha-1 Antitrypsin Deficiency and to improving the lives of people affected by Alpha-1 worldwide.
Activities or mission (Part I)
The Alpha1 Foundation is committed to finding a cure for Alpha1 Antitrypsin Deficiency and to improving the lives of Alphas worldwide
-
Alpha-1 Research Network: The Alpha-1 research infrastructure provides support for a network of Alpha-1 investigators worldwide. It is one of the Foundation's most valuable assets and includes the DNA & Tissue Bank, Therapeutic Development Network, and Clinical Reource Centers. The Foundation's mission is served by scientific meetings that bring together stakeholders with the intent to promote scientific discovery, identify new approaches to the detection of Alpha-1, and educate physicians and patients on Alpha-1. The Alpha-1 Grants and Awards program is the heart of the Foundation's research activities and has established itself as the worldwide leader of Alpha-1 research support.
Expenses $3,549,924 · Grants $2,189,684 · Revenue $493,071
-
Alpha-1 Registry and ACT Study: The Research Registry is a confidential database of diagnosed Alphas and carriers willing and able to participate in research studies and clinical trials for new therapies. It is comprised of both patient-supported and clinical data. The Registry represents the largest cohort of Alphas in the world. The goal of the Alpha-1 Coded Testing (ACT) Study is to provide a way for those at risk, including family members of diagnosed Alphas, to learn their genotype. The study includes a research questionnaire, a finger-stick testing kit, and is free and confidential.
Expenses $490,452 · Grants $258,600 · Revenue $270,000
-
Alpha-1 National Conference: The 32nd annual Alpha-1 National Educational Conference was a hybrid conference held on June 9-11, 2023. As the largest annual gathering of the Alpha-1 community, the National Conference provides important opportunities for networking, education, and advocacy. The speakers included some of the leading clinicians and researchers in the Alpha-1 field to bring incredible subject matter expertise and education to the community. The program covered a wide range of medical education and supportive topics to inform, empower and motivate patients to take charge of their health. The last six years of presentations are available on the Foundation's website at www.alpha1.org.
Expenses $823,684 · Grants $10,400 · Revenue $916,000
-
The mission of Alpha-1 Global is to develop a collaborative global network of Alpha-1 patient leaders, physicians, and researchers.
Expenses $489,559 · Revenue $469,600
-
The Alpha-1-To-One Magazine is designed to inform the community of research developments, education, advocacy and fund raising opportunities.
Expenses $246,185 · Revenue $368,000
-
Alpha-1 Education Days provide access to current medical information and resources to hundreds of Alphas, their families, and caregivers.
Expenses $402,768 · Revenue $370,000
-
The Foundation's Public Policy program monitors relevant legislation and regulatory issues and publicizes the Foundation's positions on such issues.
Expenses $257,770 · Revenue $250,000
-
Other Alpha-1 services include patient education (materials, website, etc), a Patient Support Network, and a targeted detection program.
Expenses $822,972 · Grants $25,000 · Revenue $390,000
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Linda RodriguezLINDA RODRIGUEZ
Development Director
- Total calculated
- $116,167
- From this org
- $113,589
- From related orgs
- $0
- Other
- $2,578
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $113,589
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- not reported
- Filer's total
- $113,589
-
Randel H PlantRANDEL H PLANT
Sen Dir Research Progs
- Total calculated
- $146,363
- From this org
- $134,428
- From related orgs
- $0
- Other
- $11,935
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $134,428
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- not reported
- Filer's total
- $134,428
-
Angela T McBrideANGELA T MCBRIDE
Sen Dir Corp Relations
- Total calculated
- $136,523
- From this org
- $120,202
- From related orgs
- $0
- Other
- $16,321
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $120,202
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- not reported
- Filer's total
- $120,202
-
Scott SantarellaSCOTT SANTARELLA
President and CEO
- Total calculated
- $329,085
- From this org
- $315,753
- From related orgs
- $0
- Other
- $13,332
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $315,753
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- $13,332
- Filer's total
- $329,085
-
Mark B DelvauxMARK B DELVAUX
CFO
- Total calculated
- $0
- Hours/week
- 10
Schedule J breakdown matched by us
- Base
- not reported
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- not reported
- Filer's total
- not reported
-
Darrell KottonDARRELL KOTTON
Director
- Total calculated
- $0
- Hours/week
- 4
Schedule J breakdown matched by us
- Base
- not reported
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- not reported
- Filer's total
- not reported
-
Virginia ClarkVIRGINIA CLARK
Physician Director
- Total calculated
- $0
- Hours/week
- 8
Schedule J breakdown matched by us
- Base
- not reported
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- not reported
- Filer's total
- not reported
-
Fred C WalshFRED C WALSH
Vice Chair
- Total calculated
- $0
- Hours/week
- 8
Schedule J breakdown matched by us
- Base
- not reported
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- not reported
- Filer's total
- not reported
-
Jennifer JoppJENNIFER JOPP
Director
- Total calculated
- $0
- Hours/week
- 4
Schedule J breakdown matched by us
- Base
- not reported
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- not reported
- Filer's total
- not reported
-
Jon HagstromJON HAGSTROM
Chair
- Total calculated
- $0
- Hours/week
- 8
Schedule J breakdown matched by us
- Base
- not reported
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- not reported
- Filer's total
- not reported
-
Martin R ZamoraMARTIN R ZAMORA
Director Emeritus
- Total calculated
- $0
- Hours/week
- 4
Schedule J breakdown matched by us
- Base
- not reported
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- not reported
- Filer's total
- not reported
-
Kenneth IrvineKENNETH IRVINE
Treasurer
- Total calculated
- $0
- Hours/week
- 8
Schedule J breakdown matched by us
- Base
- not reported
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- not reported
- Filer's total
- not reported
-
Peggy IversonPEGGY IVERSON
Secretary
- Total calculated
- $0
- Hours/week
- 8
Schedule J breakdown matched by us
- Base
- not reported
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- not reported
- Filer's total
- not reported
-
Ann KnebelANN KNEBEL
Director
- Total calculated
- $0
- Hours/week
- 4
Schedule J breakdown matched by us
- Base
- not reported
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- not reported
- Filer's total
- not reported
-
Noel G McElvaneyNOEL G MCELVANEY
Director
- Total calculated
- $0
- Hours/week
- 4
Schedule J breakdown matched by us
- Base
- not reported
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- not reported
- Filer's total
- not reported
-
Faron SchonfeldFARON SCHONFELD
Director
- Total calculated
- $0
- Hours/week
- 4
Schedule J breakdown matched by us
- Base
- not reported
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- not reported
- Filer's total
- not reported
-
Mark BrantlyMARK BRANTLY
Director
- Total calculated
- $0
- Hours/week
- 4
Schedule J breakdown matched by us
- Base
- not reported
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- not reported
- Filer's total
- not reported
-
Catherine VernonCATHERINE VERNON
Director
- Total calculated
- $0
- Hours/week
- 4
Schedule J breakdown matched by us
- Base
- not reported
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- not reported
- Filer's total
- not reported
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Compensation committee
- 3 · Independent compensation consultant
- 3 · Form 990 of other organizations
- 3 · Written employment contract
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- Part II
- AlphaNet, Inc., another 501(c)(3) organization, provided the fiscal 2023
- Part II
- services of the CFO under an administrative services agreement in the
- Part II
- amount of $100,000. The amount is based on a reasonable estimate of the
- Part II
- services provided to the Alpha-1 Foundation.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
$457,398
Research
-
$199,000
Research
-
$146,433
Research
-
$141,167
Research
-
$140,000
Research
-
$124,750
Research
-
$100,000
Research
-
$99,500
Research
-
$82,000
Research
-
$74,500
Research
The 10 largest by cash amount. The API serves every itemized grant.
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
The Alpha-1 Project
C Corp · Drug therapies · DE · 100% owned · controlled entity
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 25 March 2024
- IRS schema version
- 2022v5.0
- Source object
- 202400859349301695
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.