Skip to content
Nonprofiteer
← THE ALLERGISTS FOUNDATION

Form 990 for tax year 2023

Filed by THE ALLERGISTS FOUNDATION.

Totals

Total revenue
$233,221
Total expenses
$135,753
Contributions and grants received
$197,729
Grants paid
$94,987
Program service revenue
$0
Investment income
$35,492
Other revenue
$0
Total assets, end of year
$1,778,497
Total liabilities, end of year
$3,584
Net assets or fund balances, end of year
$1,774,913
Program services expenses (Part IX)
$113,275
Management and general expenses
$22,478
Fundraising expenses
$0
Program service expenses (Part III)
$113,275

Program services were 83.4% 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

    $8,687

  • 1f · All other contributions, gifts and grants

    $189,042

  • 3 · Investment income

    total $35,651 · excluded $35,651

  • 7a · Gross sales of assets other than inventory

    securities $2,509

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

    securities $2,668

  • 7c · Gain or loss

    securities -$159

  • 7d · Net gain or loss

    total -$159 · excluded -$159

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $94,987 · program services $94,987

  • 11b · Fees: legal

    total $281 · management and general $281

  • 11c · Fees: accounting

    total $14,500 · management and general $14,500

  • 11f · Fees: investment management

    total $2,509 · management and general $2,509

  • 13 · Office expenses

    total $17,509 · program services $15,788 · management and general $1,721

  • 19 · Conferences, conventions and meetings

    total $3,467 · management and general $3,467

  • 24a · Other expenses: AWARDS

    total $2,500 · program services $2,500

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $181,240 · end of year $238,784

  • 4 · Accounts receivable

    beginning of year $27,107 · end of year $11,103

  • 11 · Investments: publicly traded securities

    beginning of year $1,263,238 · end of year $1,528,610

  • 17 · Accounts payable and accrued expenses

    beginning of year $3,195 · end of year $3,584

  • 27 · Net assets without donor restrictions

    beginning of year $1,363,560 · end of year $1,671,195

  • 28 · Net assets with donor restrictions

    beginning of year $104,830 · end of year $103,718

Mission and programs · 2023

Mission

TO MAINTAIN THE INTEGRITY AND FUTURE OF THE SPECIALTY OF ALLERGY AND IMMUNOLOGY THROUGH THE SUPPORT OF THE HIGHEST QUALITY PROFESSIONAL TRAINING.

Activities or mission (Part I)

TO MAINTAIN THE INTEGRITY AND FUTURE OF THE SPECIALTY OF ALLERGY AND IMMUNOLOGY THROUGH THE SUPPORT OF THE HIGHEST QUALITY PROFESSIONAL TRAINING AND PATIENT ASSISTANCE PROGRAMS.

  • THE FOUNDATION FUNDED SEVEN COMMUNITY GRANTS DURING 2023.

    Expenses $113,275 · Grants $94,987

As filed on the 2023 return.

Listed in Part VII

  • Melinda Rathkopf MD

    PRESIDENT

    Total calculated
    $500
    From this org
    $0
    From related orgs
    $500
    Other
    $0
    Hours/week
    2 + 2 related
  • Jeffrey Gordon Demain MD

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    2 + 6 related
  • David Bruce Engler MD

    IMMEDIATE PAST PRESIDENT

    Total calculated
    $0
    Hours/week
    2 + 12 related
  • Janna Tuck MD

    SECRETARY

    Total calculated
    $0
    Hours/week
    2
  • Marcella Aquino MD

    MEMBER

    Total calculated
    $0
    Hours/week
    2 + 6 related
  • Kelly M Maples MD Facaai

    MEMBER

    Total calculated
    $0
    Hours/week
    2 + 8 related
  • Gailen D Marshall Jr MD PhD

    MEMBER

    Total calculated
    $25,000
    From this org
    $0
    From related orgs
    $25,000
    Other
    $0
    Hours/week
    2 + 12 related
  • Kathleen R May MD

    MEMBER

    Total calculated
    $30,000
    From this org
    $0
    From related orgs
    $10,000
    Other
    $20,000
    Hours/week
    2 + 10 related
  • Travis A Miller MD

    MEMBER

    Total calculated
    $0
    Hours/week
    2 + 21 related
  • Sam B Patel Rph MBA

    MEMBER

    Total calculated
    $0
    Hours/week
    2
  • James Michael Tracy Do

    MEMBER

    Total calculated
    $0
    Hours/week
    2 + 12 related
  • Cherie Zachary MD

    MEMBER

    Total calculated
    $0
    Hours/week
    2 + 10 related
  • Richard Slawny

    EXECUTIVE DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 45 related
  • Katerina Barcal

    ASSOC EXECUTIVE DIRECTOR

    Total calculated
    $0
    Hours/week
    4
  • Kevin Bragaw

    CFO

    Total calculated
    $0
    Hours/week
    2 + 30 related
  • Todd Mahr

    EXECUTIVE MEDICAL DIRECTOR

    Total calculated
    $100,000
    From this org
    $0
    From related orgs
    $100,000
    Other
    $0
    Hours/week
    2

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.

Grants on this return

No itemized grants to organizations on this return.

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.

Provenance

Return type
form_990
Tax year
2023
Filed
11 November 2024
IRS schema version
2023v5.1
Source object
202433189349305638

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.