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Nonprofiteer
← OSTEOGENESIS IMPERFECTA FOUNDATION INC

Form 990 for tax year 2022

Filed by OSTEOGENESIS IMPERFECTA FOUNDATION INC.

Totals

Total revenue
$2,214,512
Total expenses
$2,085,298
Contributions and grants received
$2,159,567
Grants paid
$399,037
Program service revenue
$0
Investment income
$50,847
Other revenue
$4,098
Total assets, end of year
$2,346,165
Total liabilities, end of year
$670,918
Net assets or fund balances, end of year
$1,675,247
Program services expenses (Part IX)
$1,627,739
Management and general expenses
$366,670
Fundraising expenses
$90,889
Program service expenses (Part III)
$1,627,739

Program services were 78.1% 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.

  • 1a · Federated campaigns

    $1,339

  • 1b · Membership dues

    $18,147

  • 1c · Fundraising events

    $332,022

  • 1e · Government grants (contributions)

    $670,141

  • 1f · All other contributions, gifts and grants

    $1,137,918

  • 3 · Investment income

    total $36,689 · excluded $36,689

  • 7a · Gross sales of assets other than inventory

    securities $43,972

  • 7b · Less cost or other basis and sales expenses

    securities $29,814

  • 7c · Gain or loss

    securities $14,158

  • 7d · Net gain or loss

    total $14,158 · excluded $14,158

  • 8a · Fundraising events: gross income

    $84,171

  • 8a · Fundraising events: contributions included on line 1c

    $332,022

  • 8b · Fundraising events: direct expenses

    $117,517

  • 8c · Net income from fundraising events

    total -$33,346 · excluded -$33,346

  • 10a · Gross sales of inventory

    $741

  • 10b · Cost of goods sold

    $192

  • 10c · Net income from sales of inventory

    total $549 · related or exempt $549

  • 11a · Other revenue: MISCELLANEOUS INCOME

    total $36,895 · related or exempt $36,895

  • 11e · Other revenue, total

    $36,895

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $292,757 · program services $292,757

  • 2 · Grants to domestic individuals

    total $106,280 · program services $106,280

  • 5 · Compensation of officers, directors and key employees

    total $235,937 · program services $175,243 · management and general $38,359 · fundraising $22,335

  • 7 · Other salaries and wages

    total $734,890 · program services $525,249 · management and general $169,600 · fundraising $40,041

  • 8 · Pension plan contributions

    total $9,540 · program services $6,512 · management and general $2,945 · fundraising $83

  • 9 · Other employee benefits

    total $85,837 · program services $61,655 · management and general $19,070 · fundraising $5,112

  • 10 · Payroll taxes

    total $65,536 · program services $47,247 · management and general $14,136 · fundraising $4,153

  • 11c · Fees: accounting

    total $16,700 · management and general $16,700

  • 11f · Fees: investment management

    total $10,698 · management and general $10,698

  • 11g · Fees: other

    total $6,595 · program services $4,905 · management and general $1,268 · fundraising $422

  • 13 · Office expenses

    total $19,061 · program services $14,238 · management and general $3,591 · fundraising $1,232

  • 14 · Information technology

    total $32,929 · program services $7,270 · management and general $25,030 · fundraising $629

  • 16 · Occupancy

    total $56,522 · program services $42,775 · management and general $10,045 · fundraising $3,702

  • 17 · Travel

    total $47,341 · program services $35,827 · management and general $8,413 · fundraising $3,101

  • 19 · Conferences, conventions and meetings

    total $244,182 · program services $236,657 · management and general $7,525

  • 20 · Interest

    total $1,714 · management and general $1,714

  • 22 · Depreciation, depletion and amortization

    total $10,590 · program services $8,015 · management and general $1,881 · fundraising $694

  • 23 · Insurance

    total $8,893 · program services $5,109 · management and general $927 · fundraising $2,857

  • 24a · Other expenses: PRINTING & DUPLICATING

    total $22,108 · program services $16,731 · management and general $3,929 · fundraising $1,448

  • 24b · Other expenses: BANK FEES

    total $20,196 · management and general $18,779 · fundraising $1,417

  • 24c · Other expenses: POSTAGE & DELIVERY

    total $14,892 · program services $11,268 · management and general $2,649 · fundraising $975

  • 24d · Other expenses: LICENSES AND PERMITS

    total $12,941 · program services $9,793 · management and general $2,300 · fundraising $848

  • 24e · All other expenses

    total $29,159 · program services $20,208 · management and general $7,111 · fundraising $1,840

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $483,443 · end of year $153,116

  • 2 · Savings and temporary cash investments

    beginning of year $46,284 · end of year $10,398

  • 3 · Pledges and grants receivable

    beginning of year $135,440 · end of year $444,565

  • 4 · Accounts receivable

    beginning of year $5,122 · end of year $12,500

  • 8 · Inventories for sale or use

    beginning of year $7,795 · end of year $7,602

  • 9 · Prepaid expenses and deferred charges

    beginning of year $33,360 · end of year $35,704

  • 10a · Land, buildings and equipment: cost or other basis

    $53,927

  • 10b · Land, buildings and equipment: accumulated depreciation

    $47,939

  • 10c · Land, buildings and equipment, net

    beginning of year $7,360 · end of year $5,988

  • 11 · Investments: publicly traded securities

    beginning of year $1,292,495 · end of year $1,501,581

  • 14 · Intangible assets

    beginning of year $15,886 · end of year $8,182

  • 15 · Other assets

    beginning of year $26,905 · end of year $166,529

  • 17 · Accounts payable and accrued expenses

    beginning of year $85,832 · end of year $145,717

  • 18 · Grants payable

    beginning of year $353,565 · end of year $304,013

  • 19 · Deferred revenue

    beginning of year $96,491 · end of year $44,094

  • 24 · Unsecured notes and loans payable

    beginning of year $25,000 · end of year $25,000

  • 25 · Other liabilities

    beginning of year $13,893 · end of year $152,094

  • 27 · Net assets without donor restrictions

    beginning of year $491,742 · end of year -$586

  • 28 · Net assets with donor restrictions

    beginning of year $987,567 · end of year $1,675,833

Mission and programs · 2022

Mission

OUR MISSION IS TO IMPROVE THE QUALITY OF LIFE FOR PEOPLE AFFECTED BY OI THROUGH RESEARCH TO FIND TREATMENTS AND A CURE, EDUCATION, AWARENESS, AND MUTUAL SUPPORT. THERE ARE AT LEAST FOUR DISTINCT FORMS OF OSTEOGENESIS IMPERFECTA REPRESENTING EXTREME VARIATIONS IN SEVERITY AND AFFECTING 20,000 TO 40,000 PEOPLE IN THE UNITED STATES.

Activities or mission (Part I)

OSTEOGENESIS IMPERFECTA FOUNDATION, INC. (THE FOUNDATION OR OIF) IS A GEORGIA NON-STOCK CORPORATION INCORPORATED IN 1970 WITH THE PRIMARY PURPOSE OF IMPROVING THE QUALITY OF LIFE FOR PEOPLE AFFECTED BY THE BONE DISORDER OSTEOGENESIS IMPERFECTA (OI) THROUGH RESEARCH INTO TREATMENTS AND A CURE, EDUCATION, AWARENESS, AND MUTUAL SUPPORT. THE FOUNDATION'S HEADQUARTERS ARE LOCATED IN GAITHERSBURG, MARYLAND.

  • Withheld by Nonprofiteer: this text may name a private individual.

    Expenses $606,591 · Grants $281,386

  • EDUCATION AND SUPPORT: THE OIF STRIVES TO BUILD PUBLIC AWARENESS AND GENERATE ADDITIONAL SUPPORT AMONG PEOPLE WITH OI, COMMUNITY ORGANIZATIONS, GOVERNMENT AGENCIES, THE PUBLIC, SCHOOL PERSONNEL AND MEDICAL PROFESSIONALS. THE FOUNDATION HAS A PUBLIC SERVICE ANNOUNCEMENT, PARTNERS WITH RELATED ORGANIZATIONS SUCH AS THE NATIONAL ORGANIZATION FOR RARE DISORDERS, THE NATIONAL BONE HEALTH ALLIANCE, THE RARE DISEASE PATIENT NETWORK, THE NATIONAL HEALTH COUNCIL, COMMITTEES/COUNCILS OF THE NATIONAL INSTITUTES OF HEALTH, AND THE OI FEDERATION OF EUROPE. IN ADDITION, OIF PARTICIPATES IN RARE DISEASE DAY ACTIVITIES AND SPONSORS OI AWARENESS WEEK EACH MAY.THE FOUNDATION OFFERS MEDICALLY VERIFIED INFORMATION RELATED TO OI. TOPICS INCLUDE MEDICAL ISSUES SUCH AS GENETICS, DIAGNOSIS AND TREATMENTS. ADDITIONAL TOPICS FOCUS ON DAILY LIVING STRATEGIES, SCHOOL AND EMPLOYMENT. THE FOUNDATION'S STAFF REPLIES TO REQUESTS FOR INFORMATION VIA PHONE, INTERNET, SOCIAL MEDIA AND MAIL. EDUCATIONAL MATERIALS ARE AVAILABLE IN PRINT AND ELECTRONICALLY THROUGH THE OIF WEBSITE. PRINT MATERIALS INCLUDE BOOKS, BROCHURES, FACT SHEETS AND A PRINTED NEWSLETTER. ELECTRONIC MATERIALS INCLUDE A MONTHLY EMAIL NEWSLETTER, AND VIA THE WEBSITE, FACT SHEETS, BOOKLETS AND BROCHURES. INFORMATION ON OI IS WRITTEN FOR A VARIETY OF AUDIENCES INCLUDING MEDICAL PROFESSIONALS, PARENTS AND OTHER FAMILY MEMBERS, CHILDREN, ADULTS WHO HAVE OI, AND SCHOOL PROFESSIONALS. THE OI FOUNDATION RESPONDS TO MORE THAN 11,000 DIRECT INQUIRIES A YEAR. THE OIF SUPPORT GROUP PROGRAM WILL BE DIVIDED INTO FIVE REGIONAL SUPPORT GROUPS AND AFFINITY SUPPORT GROUPS. THE REGIONAL SUPPORT GROUPS WILL BE THE FIRST TO LAUNCH, FOLLOWED LATER BY THE AFFINITY SUPPORT GROUPS. THE OIF HAS SELECTED REGIONAL SUPPORT GROUP LEADERS. WORKING WITH AN ADULT EDUCATION PROFESSIONAL, WE ARE DEVELOPING A TRAINING PROGRAM FOR SUPPORT GROUP LEADERS TO PROVIDE THEM WITH INFORMATION ABOUT OI, OIF PROGRAMS AND RESOURCES, AND SUPPORT IN HOSTING VIRTUAL EVENTS. THE OIF WILL HOST TWO VIRTUAL ORIENTATIONS AND AN IN-PERSON MEETING FOR SUPPORT GROUP LEADERS/CONTACTS AT OIF NATIONAL CONFERENCES.JEANIE COLEMAN IMPACT GRANT PROGRAM IN PARTNERSHIP WITH CHILDREN'S BRITTLE BONE FOUNDATION (CBBF), THIS ANNUAL COMPETITIVE GRANT PROGRAM WAS DESIGNED AND ESTABLISHED TO PROVIDE FUNDING FOR ITEMS THAT WILL SIGNIFICANTLY IMPROVE THE QUALITY OF LIFE FOR A PERSON WHO HAS OI AND WHO HAS LIMITED FINANCIAL RESOURCES. THIS PAST YEAR, THE FOUNDATION WAS ABLE TO FINANCE 11 APPLICANTS FOR FUNDING FOR A TOTAL OF $154,550. ITEMS AND SERVICES FUNDED THIS YEAR INCLUDE; ACCESSIBLE VANS, A THERAPEUTIC SWIM SPA, A WHEELCHAIR LIFT, MED SLEDS, AND GLASSES.

    Expenses $702,453 · Grants $117,479

  • OIF CONFERENCES: THE FOUNDATION'S PRINCIPAL EDUCATIONAL EVENT IS THE BIENNIAL OIF NATIONAL CONFERENCE. THE CONFERENCE BRINGS TOGETHER ADULTS WHO HAVE OI, PARENTS, FAMILY MEMBERS AND LEADING MEDICAL EXPERTS. THE CONFERENCE PROVIDES THE OPPORTUNITY FOR ATTENDEES TO HAVE FACE-TO-FACE MEETINGS WITH EXPERIENCED PHYSICIANS, LEARN ABOUT THE LATEST RESEARCH, AND INTERACT WITH OTHER PEOPLE WHO ARE AFFECTED BY OI.IN JULY 2020, THE FOUNDATION HELD ITS FIRST-EVER OIF VIRTUAL CONFERENCE. MORE THAN 800 OI COMMUNITY MEMBERS REGISTERED FOR THE VIRTUAL EVENT AND JOINED OI EXPERTS AND FELLOW COMMUNITY MEMBERS FOR TWO DAYS OF VIRTUAL INFORMATION AND SOCIAL SESSIONS. THE VIRTUAL CONFERENCE BEGAN WITH OIF'S FIRST-EVER VIRTUAL NATIONAL WALK-N-WHEEL FOR OI. SINCE ITS LAUNCH IN 2015, OIF'S REGIONAL CONFERENCE PROGRAM HAS REACHED MORE THAN 1,100 MEMBERS OF THE OI COMMUNITY, HALF OF WHOM HAD NEVER ATTENDED AN OI EVENT BEFORE. THESE ONE-DAY CONFERENCES FEATURE EDUCATIONAL SESSIONS LED BY OI EXPERTS INCLUDING OIF MEDICAL ADVISORY COUNCIL MEMBERS.

    Expenses $176,641 · Grants $172

  • PUBLIC AWARENESS:THE OIF STRIVES TO BUILD PUBLIC AWARENESS AND GENERATE ADDITIONAL SUPPORT AMONG PEOPLE WITH OI, COMMUNITY ORGANIZATIONS, GOVERNMENT AGENCIES, THE PUBLIC, SCHOOL PERSONNEL AND MEDICAL PROFESSIONALS. THE FOUNDATION HAS A PUBLIC SERVICE ANNOUNCEMENT, PARTNERS WITH RELATED ORGANIZATIONS SUCH AS THE U.S. BONE & JOINT DECADE, THE NATIONAL ORGANIZATION FOR RARE DISORDERS, THE NATIONAL BONE HEALTH ALLIANCE, THE RARE DISEASE PATIENT NETWORK, THE NATIONAL HEALTH COUNCIL, COMMITTEES/COUNCILS OF THE NATIONAL INSTITUTES OF HEALTH, AND THE OI FEDERATION OF EUROPE. IN ADDITION, OIF PARTICIPATES IN RARE DISEASE DAY ACTIVITIES, AND SPONSORS OI AWARENESS WEEK EACH MAY. THE OI FOUNDATION MANAGES THREE OFFICIAL SOCIAL NETWORKING SITES: THE OIF FACEBOOK PAGE FOLLOWED BY 14,417 FACEBOOK USERS; THE OI FOUNDATION TWITTER PAGE (@OIFOUNDATION) - FOLLOWED BY 2,764 TWITTER USERS, AND THE OIF INSTAGRAM PAGE (@OIFOUNDATION) - FOLLOWED BY 2,098 INSTAGRAM USERS.THE OI FORUM PAGE, A FACEBOOK GROUP WITH 12,390 MEMBERS, IS FOR OI COMMUNITY MEMBERS TO ASK QUESTIONS, SHARE INFORMATION AND EXPERIENCES, AND CONNECT WITH OTHER OI COMMUNITY MEMBERS. THE FOUNDATION IS COMMITTED TO ADVOCATING ON BEHALF OF PEOPLE WITH OI. THE OIF HAS ESTABLISHED AN ADVOCACY INITIATIVE; A GRASSROOTS EFFORT FOCUSING ON EDUCATING LEGISLATORS AND THEIR STAFF ABOUT OI AND THE PRIORITIES OF THE FOUNDATION.

    Expenses $142,054 · Revenue $37,444

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here. A text marked withheld matched a screen for wording that may name a private individual, such as an honorific or "in memory of". Most of what it withholds names no one; it is withheld so that what does is never shown.

Listed in Part VII

  • Ted Trahan

    PRESIDENT

    Total calculated
    $0
    Hours/week
    2
  • James M Early

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    2
  • Christine Wyman Rossi

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    2
  • Sharon Mutnick

    TREASURER

    Total calculated
    $0
    Hours/week
    2
  • Kenneth Finkel

    SECRETARY

    Total calculated
    $0
    Hours/week
    2
  • Francis Glorieux

    MEDICAL ADVISOR COUNCIL CHAIR

    Total calculated
    $0
    Hours/week
    2
  • Karen Braitmayer

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Michelle Fynan

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Billy Huang

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Tracy L Mulroy

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Wendy E Sacks

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • James Sharples

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Michael Sheridan

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • V Reid Sutton MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • S Jacinta Whyte

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Tracy Smith Hart

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $221,413
    From this org
    $194,513
    From related orgs
    $0
    Other
    $26,900
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $194,513
    Bonus
    $0
    Other
    $0
    Deferred
    $16,462
    Nontaxable benefits
    $10,438
    Filer's total
    $221,413
  • Katherine E Carter

    CHIEF PROGRAM OFFICER

    Total calculated
    $129,830
    From this org
    $123,543
    From related orgs
    $0
    Other
    $6,287
    Hours/week
    40

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 · 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

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

Provenance

Return type
form_990
Tax year
2022
Filed
14 February 2024
IRS schema version
2022v5.0
Source object
202440459349301729

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