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 TrahanTED TRAHAN
PRESIDENT
- Total calculated
- $0
- Hours/week
- 2
-
James M EarlyJAMES M EARLY
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 2
-
Christine Wyman RossiCHRISTINE WYMAN ROSSI
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 2
-
Sharon MutnickSHARON MUTNICK
TREASURER
- Total calculated
- $0
- Hours/week
- 2
-
Kenneth FinkelKENNETH FINKEL
SECRETARY
- Total calculated
- $0
- Hours/week
- 2
-
Francis GlorieuxFRANCIS GLORIEUX
MEDICAL ADVISOR COUNCIL CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Karen BraitmayerKAREN BRAITMAYER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Michelle FynanMICHELLE FYNAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Billy HuangBILLY HUANG
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Tracy L MulroyTRACY L MULROY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Wendy E SacksWENDY E SACKS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
James SharplesJAMES SHARPLES
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Michael SheridanMICHAEL SHERIDAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
V Reid Sutton MDV REID SUTTON MD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
S Jacinta WhyteS JACINTA WHYTE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Tracy Smith HartTRACY 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 CarterKATHERINE 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
-
UNIVERSITY OF SOUTH FLORIDA
$69,940
CONTACT REGISTRY
-
$50,000
RESEARCH GRANT
-
RESEARCH GRANT
-
$50,000
RESEARCH GRANT
-
RESEARCH GRANT
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 14 February 2024
- IRS schema version
- 2022v5.0
- Source object
- 202440459349301729
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