Form 990 for tax year 2022

Filed by GLOBAL DOWN SYNDROME FOUNDATION.

What the amendment changed

Compared with the return it replaced , filed 23 March 2023. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Total revenue: $946,045 changed to $3,826,365
Total expenses: $1,207,187 changed to $3,562,334
Contributions and grants received: $944,748 changed to $3,685,040
Grants paid: $91,200 changed to $617,798
Program service revenue: $3,895 changed to $3,920
Investment income: -$2,598 changed to $137,405
Total assets, end of year: $8,604,160 changed to $9,055,430
Total liabilities, end of year: $1,242,235 changed to $1,396,875
Net assets or fund balances, end of year: $7,361,925 changed to $7,658,555
Program services expenses: $750,154 changed to $2,416,167
Management and general expenses: $309,832 changed to $644,596
Fundraising expenses: $147,201 changed to $501,571
Program service expenses (Part III): $750,154 changed to $2,416,167

Totals

Total revenue: $3,826,365
Total expenses: $3,562,334
Contributions and grants received: $3,685,040
Grants paid: $617,798
Program service revenue: $3,920
Investment income: $137,405
Other revenue: $0
Total assets, end of year: $9,055,430
Total liabilities, end of year: $1,396,875
Net assets or fund balances, end of year: $7,658,555
Program services expenses (Part IX): $2,416,167
Management and general expenses: $644,596
Fundraising expenses: $501,571
Program service expenses (Part III): $2,416,167

Program services were 67.8% 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.

1b · Membership dues

$57,398
1c · Fundraising events

$1,400,165
1d · Related organizations

$899,374
1f · All other contributions, gifts and grants

$1,328,103
1g · Noncash contributions included above

$127,319
2a · Program service revenue: REGISTRATIONS

total $3,920 · related or exempt $3,920
3 · Investment income

total $137,405 · excluded $137,405
8a · Fundraising events: gross income

$953,978
8a · Fundraising events: contributions included on line 1c

$1,400,165
8b · Fundraising events: direct expenses

$953,978

Functional expenses

Part IX, the statement of functional expenses.

1 · Grants to domestic organizations and governments

total $617,798 · program services $617,798
5 · Compensation of officers, directors and key employees

total $300,393 · program services $215,419 · management and general $41,465 · fundraising $43,509
7 · Other salaries and wages

total $1,122,893 · program services $805,252 · management and general $155,000 · fundraising $162,641
9 · Other employee benefits

total $106,261 · program services $76,202 · management and general $14,668 · fundraising $15,391
10 · Payroll taxes

total $42,769 · program services $30,670 · management and general $5,904 · fundraising $6,195
11b · Fees: legal

total $27,053 · management and general $27,053
11d · Fees: lobbying

total $160,000 · program services $160,000
11f · Fees: investment management

total $5,080 · management and general $5,080
11g · Fees: other

total $278,117 · program services $62,559 · management and general $189,618 · fundraising $25,940
13 · Office expenses

total $223,826 · program services $88,075 · management and general $71,621 · fundraising $64,130
17 · Travel

total $128,910 · program services $39,361 · management and general $5,625 · fundraising $83,924
22 · Depreciation, depletion and amortization

total $149,323 · program services $90,366 · management and general $58,957
24a · Other expenses: FOOD, SUPPLIES, AND MISC.

total $227,201 · program services $99,024 · management and general $63,612 · fundraising $64,565
24b · Other expenses: DONATED ITEMS

total $127,319 · program services $127,319
24c · Other expenses: PUBLIC RELATIONS

total $45,391 · program services $4,122 · management and general $5,993 · fundraising $35,276

Balance sheet

Part X, book values.

1 · Cash, non-interest-bearing

beginning of year $669,072 · end of year $289,127
2 · Savings and temporary cash investments

beginning of year $3,151,436 · end of year $3,919,908
3 · Pledges and grants receivable

beginning of year $408,993 · end of year $487,011
8 · Inventories for sale or use

beginning of year $73,699 · end of year $74,603
9 · Prepaid expenses and deferred charges

beginning of year $61,822 · end of year $124,242
10a · Land, buildings and equipment: cost or other basis

$2,276,008
10b · Land, buildings and equipment: accumulated depreciation

$708,610
10c · Land, buildings and equipment, net

beginning of year $1,716,721 · end of year $1,567,398
11 · Investments: publicly traded securities

beginning of year $2,522,417 · end of year $2,593,141
17 · Accounts payable and accrued expenses

beginning of year $92,404 · end of year $198,457
18 · Grants payable

beginning of year $500,000 · end of year $576,000
19 · Deferred revenue

beginning of year $42,748 · end of year $52,988
25 · Other liabilities

beginning of year $607,083 · end of year $569,430
27 · Net assets without donor restrictions

beginning of year $6,369,770 · end of year $6,343,507
28 · Net assets with donor restrictions

beginning of year $992,155 · end of year $1,315,048

Mission and programs · 2022

Mission

TO SIGNIFICANTLY IMPROVE THE LIVES OF PEOPLE WITH DOWN SYNDROME THROUGH RESEARCH, MEDICAL CARE, EDUCATION AND ADVOCACY. AN IMPORTANT PART OF THIS MISSION IS TO SUPPORT GLOBAL AND GLOBAL'S AFFILIATES' MISSION TO ELONGATE LIFE AND DRAMATICALLY IMPROVE HEALTH OUTCOMES FOR CHILDREN AND ADULTS WITH DOWN SYNDROME. WE BELIEVE THAT ONLY WITH LONGER AND HEALTHIER LIVES CAN PEOPLE WITH DOWN SYNDROME REACH THEIR TRUE POTENTIAL. GLOBAL AFFILIATES INCLUDE: CRNIC INSTITUTE FOR DOWN SYNDROME, ALZHEIMER'S & COGNITION CENTER, SIE CENTER FOR DOWN SYNDROME.

Activities or mission (Part I)

TO SIGNIFICANTLY IMPROVE THE LIVES OF PEOPLE WITH DOWN SYNDROME THROUGH RESEARCH, MEDICAL CARE, EDUCATION AND ADVOCACY.

RESEARCH AND CLINICAL CARE: DOWN SYNDROME IS WHEN A PERSON IS BORN WITH THREE COPIES OF CHROMOSOME 21 INSTEAD OF THE USUAL TWO. BECAUSE OF GLOBAL'S WORK, SCIENTISTS ARE DEVELOPING BETTER METHODS TO UNDERSTAND HOW THE TRIPLICATION LEADS TO A HIGHER INCIDENCE OF CERTAIN DISEASES AND PROTECTS THOSE SAME INDIVIDUALS FROM OTHER DISEASES. THEY DO SO IN THE FOLLOWING WAYS: - CREATING AND UPDATING MEDICAL GUIDELINES BY CONDUCTING RESEARCH ON HOW PEOPLE WITH DOWN SYNDROME ARE TREATED FOR CERTAIN CONDITIONS OR DISEASES AND WHAT INTERVENTIONS OR MEDICATIONS WORK FOR PEOPLE WITH DOWN SYNDROME. - CONDUCTING MEDICAL OR CLINICAL RESEARCH TO IMPROVE THE HEALTH AND LIFESPAN OF PEOPLE WITH DOWN SYNDROME, ESPECIALLY IN AREAS WHERE THEY ARE HIGHLY PREDISPOSED TO DISEASE (E.G. ALZHEIMER'S DISEASE AND AUTOIMMUNE CONDITIONS) AND HIGHLY PROTECTED (E.G. SOLID TUMORS AND CERTAIN TYPES OF HEART ATTACK AND STROKE.) - CONDUCTING BASIC OR LABORATORY RESEARCH IN CONJUNCTION WITH MEDICAL OR CLINICAL RESEARCH. - EXPANDING AWARENESS THROUGH EDUCATION OUTREACH, GOVERNMENT ADVOCACY, AND PUBLIC RELATIONS WORK IN COORDINATION WITH AND FOR THE CRNIC INSTITUTE, GLOBAL'S OTHER AFFILIATES, AND THE ENTIRE DOWN SYNDROME COMMUNITY.

Expenses $1,142,155 · Grants $500,000
OUTREACH, EDUCATION, AND CONFERENCES: GLOBAL OFFERS A VARIETY OF RESEARCH AND MEDICAL OUTREACH MEETINGS, WORKSHOPS, WEBINARS, EDUCATIONAL PROGRAMS, AND CLASSES DESIGNED TO SUPPORT AND IMPROVE THE LIVES OF GLOBAL 'S SELF- ADVOCATES, FAMILY MEMBERS AND PROFESSIONALS SERVING OUR COMMUNITY. MANY OF OUR EDUCATIONAL PROGRAMS INVOLVE BUILDING SKILLS, BUILDING SELF-ESTEEM, AND FOSTERING INDEPENDENCE.

Expenses $1,274,012 · Grants $117,798 · Revenue $3,920

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

Michelle Sie WhittenMICHELLE SIE WHITTEN

PRESIDENT AN

Total calculated

$280,953

From this org

$127,416

From related orgs

$127,418

Other

$26,119

Hours/week

20 + 20 related

Schedule J breakdown matched by us

Base

$106,632 + $106,633 related

Bonus

$20,784 + $20,785 related

Other

not reported

Deferred

not reported

Nontaxable benefits

$13,059 + $13,060 related

Filer's total

$140,475 + $140,478 related
John J SieJOHN J SIE

CHAIR

Total calculated

$46,588

From this org

$0

From related orgs

$12,000

Other

$34,588

Hours/week

1.5 + 1 related
Anna M SieANNA M SIE

DIRECTOR

Total calculated

$0

Hours/week

1.5 + 1 related
Mary Beth WallingfordMARY BETH WALLINGFORD

TREASURER

Total calculated

$0

Hours/week

3
Richard WaysdorfRICHARD WAYSDORF

SECRETARY

Total calculated

$0

Hours/week

1
John C McGinleyJOHN C MCGINLEY

DIRECTOR

Total calculated

$0

Hours/week

1
Jay MillsJAY MILLS

DIRECTOR

Total calculated

$0

Hours/week

1
Ricki RestRICKI REST

DIRECTOR

Total calculated

$0

Hours/week

1
Tomago CollinsTOMAGO COLLINS

DIRECTOR

Total calculated

$0

Hours/week

1
Charlie MonfortCHARLIE MONFORT

DIRECTOR

Total calculated

$0

Hours/week

1
Frank StephensFRANK STEPHENS

DIRECTOR

Total calculated

$0

Hours/week

1

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

1a · First-class or charter travel
1b · Written policy on the line-1a expenses
2 · Substantiation required before reimbursing expenses
3 · Compensation survey or study
3 · Approval by the board or compensation committee
7 · Other non-fixed payments

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
8 · Paid under the initial-contract exception

The filer's explanations (Part III)

SCHEDULE J, PAGE 1, PART I, LINE 1A: FIRST-CLASS TRAVEL IS PROVIDED AS A COURTESY FOR A CERTAIN BOARD MEMBER WHO HAS CELEBRITY STATUS.
SCHEDULE J, PAGE 1, PART I, LINE 3: THE BOARD OF DIRECTORS REVIEWS COMPENSATION LEVELS FOR ALL EMPLOYEES USING COMPARABILITY STUDIES TO DETERMINE APPROPRIATE SALARY RANGES.
SCHEDULE J, PAGE 1, PART I, LINE 7: BONUSES ARE PROVIDED RELATED TO EMPLOYEMENT PERFORMANCE.

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 COLORADO FOUNDATION

$500,000

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

ANNA AND JOHN J SIE FOUNDATION

501C3 · GRANTS · CO

Provenance

Return type: form_990
Tax year: 2022
Filed: 9 February 2024
IRS schema version: 2022v5.0
Source object: 202400439349301720

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