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Nonprofiteer
← NATIONAL BLEEDING DISORDERS FOUNDATION

Form 990 for tax year 2023

Filed by NATIONAL BLEEDING DISORDERS FOUNDATION.

Totals

Total revenue
$19,047,848
Total expenses
$23,080,348
Contributions and grants received
$16,322,358
Grants paid
$777,540
Program service revenue
$1,337,404
Investment income
$1,005,490
Other revenue
$382,596
Total assets, end of year
$33,488,551
Total liabilities, end of year
$3,788,578
Net assets or fund balances, end of year
$29,699,973
Program services expenses (Part IX)
$17,568,739
Management and general expenses
$3,992,526
Fundraising expenses
$1,519,083
Program service expenses (Part III)
$17,568,739

Program services were 76.1% 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

    $17,133

  • 1c · Fundraising events

    $415,829

  • 1e · Government grants (contributions)

    $528,320

  • 1f · All other contributions, gifts and grants

    $15,361,076

  • 2a · Program service revenue: EDUCATIONAL/MEDICAL LITERATURE

    total $966,086 · unrelated business $966,086

  • 2b · Program service revenue: EDUCATION SEMINARS

    total $371,318 · related or exempt $371,318

  • 3 · Investment income

    total $694,613 · excluded $694,613

  • 7a · Gross sales of assets other than inventory

    securities $2,138,647

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

    securities $1,827,770

  • 7c · Gain or loss

    securities $310,877

  • 7d · Net gain or loss

    total $310,877 · excluded $310,877

  • 8a · Fundraising events: gross income

    $34,414

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

    $415,829

  • 8b · Fundraising events: direct expenses

    $165,146

  • 8c · Net income from fundraising events

    total -$130,732 · excluded -$130,732

  • 11a · Other revenue: INSURANCE SETTLEMENT

    total $500,000 · excluded $500,000

  • 11b · Other revenue: CREDIT CARD REBATE

    total $13,328 · excluded $13,328

  • 11e · Other revenue, total

    $513,328

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $621,936 · program services $621,936

  • 2 · Grants to domestic individuals

    total $155,604 · program services $155,604

  • 5 · Compensation of officers, directors and key employees

    total $1,255,469 · program services $595,926 · management and general $659,543

  • 7 · Other salaries and wages

    total $7,727,353 · program services $5,501,148 · management and general $1,410,651 · fundraising $815,554

  • 8 · Pension plan contributions

    total $525,822 · program services $368,210 · management and general $118,412 · fundraising $39,200

  • 9 · Other employee benefits

    total $1,430,498 · program services $974,931 · management and general $266,901 · fundraising $188,666

  • 10 · Payroll taxes

    total $637,239 · program services $419,602 · management and general $138,023 · fundraising $79,614

  • 11b · Fees: legal

    total $82,603 · management and general $82,603

  • 11c · Fees: accounting

    total $54,000 · management and general $54,000

  • 11d · Fees: lobbying

    total $200,000 · program services $200,000

  • 11f · Fees: investment management

    total $56,605 · management and general $56,605

  • 11g · Fees: other

    total $3,859,361 · program services $3,456,091 · management and general $388,331 · fundraising $14,939

  • 12 · Advertising and promotion

    total $11,243 · program services $10,072 · management and general $1,089 · fundraising $82

  • 13 · Office expenses

    total $271,626 · program services $196,692 · management and general $55,430 · fundraising $19,504

  • 14 · Information technology

    total $517,673 · program services $410,420 · management and general $78,350 · fundraising $28,903

  • 16 · Occupancy

    total $932,988 · program services $626,283 · management and general $223,442 · fundraising $83,263

  • 17 · Travel

    total $1,960,009 · program services $1,673,952 · management and general $148,645 · fundraising $137,412

  • 19 · Conferences, conventions and meetings

    total $933,959 · program services $870,687 · management and general $63,272

  • 22 · Depreciation, depletion and amortization

    total $50,232 · program services $34,901 · management and general $10,299 · fundraising $5,032

  • 23 · Insurance

    total $84,577 · program services $58,301 · management and general $13,759 · fundraising $12,517

  • 24a · Other expenses: UBIT

    total $96,891 · management and general $96,891

  • 24b · Other expenses: STATIONERY AND PRINTING

    total $718,157 · program services $699,764 · management and general $426 · fundraising $17,967

  • 24c · Other expenses: MEMBERSHIP DUES

    total $547,759 · program services $383,532 · management and general $91,148 · fundraising $73,079

  • 24d · Other expenses: PROGRAM SUPPLIES

    total $287,817 · program services $280,855 · management and general $6,962

  • 24e · All other expenses

    total $60,927 · program services $29,832 · management and general $27,744 · fundraising $3,351

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $4,805,329 · end of year $7,217,991

  • 2 · Savings and temporary cash investments

    beginning of year $7,633,215 · end of year $520,560

  • 3 · Pledges and grants receivable

    beginning of year $1,180,789 · end of year $1,474,349

  • 9 · Prepaid expenses and deferred charges

    beginning of year $466,345 · end of year $484,222

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

    $109,328

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

    $68,330

  • 10c · Land, buildings and equipment, net

    beginning of year $91,573 · end of year $40,998

  • 12 · Investments: other securities

    beginning of year $21,276,255 · end of year $22,412,096

  • 13 · Investments: program-related

    beginning of year $0 · end of year $806,849

  • 15 · Other assets

    beginning of year $2,365,840 · end of year $531,486

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,385,753 · end of year $2,147,290

  • 18 · Grants payable

    beginning of year $1,545,750 · end of year $899,697

  • 19 · Deferred revenue

    beginning of year $246,582 · end of year $219,085

  • 25 · Other liabilities

    beginning of year $2,257,544 · end of year $522,506

  • 27 · Net assets without donor restrictions

    beginning of year $21,244,814 · end of year $20,009,403

  • 28 · Net assets with donor restrictions

    beginning of year $10,138,903 · end of year $9,690,570

Mission and programs · 2023

Mission

THE NATIONAL BLEEDING DISORDERS FOUNDATION (FORMERLY THE NATIONAL HEMOPHILIA FOUNDATION) IS DEDICATED TO FINDING CURES FOR INHERITABLE BLOOD AND BLEEDING DISORDERS AND TO ADDRESSING AND PREVENTING THE COMPLICATIONS OF THESE DISORDERS THROUGH RESEARCH, EDUCATION, AND ADVOCACY ENABLING PEOPLE AND FAMILIES TO THRIVE.

  • HEALTH EDUCATION AND TRAININGNBDF WRAPPED UP A PILOT HEALTH COACHING PROJECT "OWN YOUR PATH", FOR YOUNG ADULT MEN WITH HEMOPHILIA TO HELP IMPROVE TREATMENT ADHERENCE IN 2023 AND IS MAKING IMPROVEMENTS TO OPEN IT UP TO WOMEN AND THOSE WITH VWD SOON. NBDF ALSO CONTINUES TO DISTRIBUTE ALL OF ITS EDUCATIONAL PUBLICATIONS FOR THOSE LIVING WITH INHERITABLE BLEEDING DISORDERS, FROM MASAC FOR YOU, STARTING WITH ENSURING THAT MASAC GUIDELINES ARE EXPLAINED IN SIMPLE PLAIN LANGUAGE ACCESSIBLE TO ALL TO USE IN SELF-ADVOCACY, TO WORKING FOR YOU, A NEW PUBLICATION ON JOB CHOICE CONSIDERATIONS FOR THOSE WITH BLEEDING DISORDERS. IN 2023, NBDF DISTRIBUTED 12,814 PUBLICATIONS.THE PRIMARY GOALS OF THE NATIONAL HEMOPHILIA FOUNDATION'S (NHF'S) VICTORY FOR WOMEN AND BETTER YOU KNOW PROGRAMS ARE: 1) IMPROVE THE AWARENESS OF SYMPTOMS OF BLEEDING DISORDERS IN WOMEN TO INCREASE DIAGNOSIS LONG TERM; AND 2) TO PROVIDE AFFECTED WOMEN WITH EDUCATION AND SUPPORT. IN 2023 NBDF CLOSED OUT ITS PILOT PROGRAM JOURNEY TO KNOW, WHERE WOMEN WITH SYMPTOMS JOIN A 3-MONTH INTERVENTION TO GET MORE INFORMATION AND SUPPORT ON THE PATH TO DIAGNOSIS. THE 22 PARTICIPANTS SHARED THAT THEY LEARNED ABOUT HOW TO SPEAK WITH THEIR DOCTORS AND MORE ABOUT SYMPTOMS OF BLEEDING DISORDERS. IN 2033, OVER 5200 WOMEN TOOK THE BETTER YOU KNOW RISK ASSESSMENT TOOL, 74% HAD SYMPTOMS OF A BLEEDING DISORDER, AND OVER 6,400 VISITED VICTORYFORWOMEN.ORG.STEPS FOR LIVING IS A MULTIMEDIA EDUCATIONAL PROGRAM DESIGNED TO INCREASE ACCESS TO AGE AND CULTURALLY APPROPRIATE INFORMATION THAT CAN HELP IN THE MANAGEMENT OF DAILY CHALLENGES OF LIVING WITH A BLEEDING DISORDER. NBDF CONTINUES TO WORK ON THE REDESIGN AND RELAUNCH FOR 2024. IN 2023, STEPSFORLIVING.HEMOPHILIA.ORG HAD OVER 99,000 VIEWS. NBDF'S EDUCATION FOR EMPOWERMENT PROGRAM BRINGS WORKSHOPS OUT TO LOCAL CHAPTER AND HTC EVENTS. NBDF FACILITATED 57 WORKSHOPS IN ENGLISH AND SPANISH, WITH OVER 900 PARTICIPANTS IN 2023. HOT TOPICS 2023 WERE REPRODUCTIVE HEALTH, MENSTRUATION, AND MENOPAUSE, FINDING THE STRENGTH THROUGH THE STRUGGLE, AND WHO IS TAKING CARE OF THE CAREGIVER?NBDF HAS DESIGNED THE NATIONAL YOUTH LEADERSHIP INSTITUTE (NYLI) TO ASSIST YOUNG PEOPLE FROM THE BLEEDING DISORDERS COMMUNITY TO BECOME WELL-TRAINED, RECOGNIZED LEADERS. NBDF PROVIDES YOUNG ADULTS WITH TRAINING, SUPPORT AND OPPORTUNITIES TO PROVIDE EDUCATION TO THE BLEEDING DISORDERS COMMUNITY. IN 2023, NBDF PROVIDED TRAININGS TO THE 7 MEMBERS OF NYLI ON TOPICS INCLUDING PUBLIC SPEAKING, ADVOCACY, NON-PROFIT MANAGEMENT AND FUNDRAISING. NBDF DEVELOPED NUMEROUS EDUCATIONAL COMPONENTS TO ITS FUTURE THERAPIES PROGRAMMING TO ENSURE THAT COMMUNITY MEMBERS ARE AWARE OF THE LATEST TREATMENTS IN THE PIPELINE AND HOW TO HAVE CONVERSATIONS WITH THEIR HEALTHCARE PROVIDERS FOR THE BEST TREATMENT DECISIONS. NBDF PARTNERED ON A SHARED-DECISION MAKING TOOL WITH THE WORLD FEDERATION OF HEMOPHILIA AND LAUNCHED A 3D VIDEO SERIES ON THE CLOTTING CASCADE WITH OVER 30,000 VIEWS IN ONLY A FEW MONTHS SINCE IT LAUNCHED.AT NBDF'S 75TH BLEEDING DISORDERS CONFERENCE, THE NBDF OFFERED 49 HOURS OF LIVE TRAINING FOR HEALTH CARE PROVIDERS OVER 4 TRACKS. CONTINUING EDUCATION CREDIT WERE OFFERED OVER 8 DISCIPLINES: - PHYSICIANS - MD, DO AND PHYSICIAN ASSISTANTS (A MAXIMUM OF 9.0 AMA PRA CATEGORY 1 CREDITS) - PHARMACISTS (FOR 9.0 ACPE CONTACT HOURS) - NURSES / NURSE PRACTITIONERS (UP TO 12.25 ANCC CONTACT HOURS, WITH AN ADDITIONAL 3.0 CONTACT HOURS RELATED TO PHARMACOTHERAPEUTIC CONTENT) - SOCIAL WORKERS (UP TO 12.25 ASWB-APPROVED CONTINUING EDUCATION CREDITS) - PHYSICAL THERAPISTS (UP TO 12.5 CEUS, STATE DEPENDENT)WE OFFERED ALL SESSIONS IN PERSON AND HAD 404 HEALTH CARE PROVIDERS IN PERSON.HANDI, NBDF'S INFORMATION RESOURCE CENTER, PROVIDED CUSTOMIZED RESPONSES TO OVER 800+ PHONE/E-MAIL REQUESTS ABOUT BLEEDING OR OTHER RARE DISORDERS. "HANDI FREQUENTLY ASKED QUESTIONS" PROVIDES TARGETED ANSWERS TO PARENTS/CAREGIVERS, INDIVIDUALS LIVING WITH AN INHERITABLE BLEEDING DISORDER AND HEALTHCARE PROVIDERS AND ARE AVAILABLE ON THE NBDF WEB SITE. WE AWARDED THE 2023 KEVIN CHILD SCHOLARSHIP TO HUNTER MONTGOMERY OF COTTENWOOD HEIGHTS, UT. HANDI ALSO WROTE OVER 50 MEDICAL RELATED NEWS STORIES THAT WERE POSTED ON THE NBDF WEB SITE. NBDF'S MEDICAL AND SCIENTIFIC ADVISORY COUNCIL (MASAC) ISSUED SIX (NEW/UPDATED) DOCUMENTS IN 2023: - MASAC DOCUMENT 282 - MASAC RECOMMENDATIONS ON HEMOPHILIA TREATMENT CENTER PREPAREDNESS FOR DELIVERING GENE THERAPY FOR HEMOPHILIA - MASAC DOCUMENT 281 - MASAC RECOMMENDATIONS ON SCREENING FOR DEVELOPMENT OF HEPATOCELLULAR CANCER IN PERSONS WITH HEPATITIS B AND C - MASAC DOCUMENT 280 - MASAC RECOMMENDATIONS CONCERNING PRODUCTS LICENSED FOR THE TREATMENT OF HEMOPHILIA AND SELECTED DISORDERS OF THE COAGULATION SYSTEM - MASAC DOCUMENT 279 - RECOMMENDATIONS ON REDUCING BARRIERS TO SUBSTANCE USE DISORDER (SUD) TREATMENT FACILITIES AND PROGRAMS FOR PERSONS WITH BLEEDING DISORDERS (PWBD) - MASAC DOCUMENT 278 - MASAC RECOMMENDATIONS ON ADMINISTRATION OF VACCINES TO INDIVIDUALS WITH BLEEDING DISORDERS - MASAC DOCUMENT 275 - MASAC RECOMMENDATIONS REGARDING PHYSICAL THERAPY MANAGEMENT FOR THE CARE OF PERSONS WITH BLEEDING DISORDERSONE NEW NHF-TAKEDA CLINICAL FELLOW WAS SELECTED TO RECEIVE MENTORED-TRAINING IN 2023-2025: - DEBBIE (CHEN-FEI) JIANG, MD (BOSTON CHILDREN'S HOSPITAL/BOSTON HEMOPHILIA CENTER HARVARD UNIVERSITY)

    Expenses $5,957,443 · Grants $145,478 · Revenue $371,318

  • COMMUNITY SERVICESNBDF'S PUBLIC POLICY DEPARTMENT WORKS TO ADVOCATE FOR POLICIES THAT PROMOTE THE HEALTH, SAFETY, RIGHTS AND ACCESS TO CARE FOR PEOPLE WITH INHERITABLE BLOOD DISORDERS BY EDUCATING FEDERAL AND STATE LAWMAKERS, OTHER GOVERNMENT AGENCIES AND OFFICIALS, AS WELL AS INDUSTRY AND ALLIED HEALTH EDUCATION AND TRAINING ORGANIZATIONS. TWO KEY AREAS OF FOCUS ARE PAYER AND CONSUMER EDUCATION, AND SELF-ADVOCACY.THE PUBLIC POLICY DEPARTMENT PROVIDES TRAINING, TOOLS, AND HANDS-ON SUPPORT TO CONSUMERS TO HELP THEM BECOME EFFECTIVE SELF-ADVOCATES.THROUGH THE STATE-BASED ADVOCACY PROGRAM, NBDF AWARDS GRANTS TO CHAPTERS, COMPETITIVELY, TO SUPPORT THEIR ADVOCACY EFFORTS. SUCCESSFUL GRANT RECIPIENTS ARE REQUIRED TO ATTEND SEVERAL VIRTUAL OR IN-PERSON TRAINING EVENTS ANNUALLY, HOLD REGULAR ADVOCACY COMMITTEE MEETINGS, INCLUDE NBDF STAFF IN STATE ADVOCACY EVENTS, PROVIDE A MIDYEAR PROGRESS REPORT, COLLECT, SUBMIT SPECIFIED PROGRAM METRICS QUARTERLY, HOST A STAKEHOLDER PLANNING MEETING AND SUBMIT A FINAL REPORT AT YEAR'S END. THIS PROGRAM IS HOUSED IN THE STATE GOVERNMENT RELATIONS DEPARTMENT AND IS NAMED THE STATE BASED ADVOCACY COALITION (SBAC) PROGRAM. GRANTS ARE ISSUED ON AN ANNUAL BASIS, WITH CHAPTERS APPLYING EACH DECEMBER. ALL CHAPTERS ARE ELIGIBLE TO APPLY FOR FINANCIAL AND PROGRAMMATIC SUPPORT.MEMBERS OF THE INHERITABLE BLOOD DISORDERS COMMUNITY THROUGHOUT THE COUNTRY ARE ENCOURAGED TO PARTICIPATE IN NBDF'S ANNUAL WASHINGTON DAYS PROGRAM, WHICH IS A GRASSROOTS ADVOCACY EVENT THAT BRINGS PATIENTS AND THEIR FAMILIES TO WASHINGTON, DC TO MEET WITH THEIR MEMBERS OF CONGRESS AND EDUCATE THEM ABOUT THE DISORDERS IMPACTING THE COMMUNITY. THIS EVENT TOOK PLACE IN EARLY MARCH. CONSUMERS ARE ALSO ENCOURAGED TO ATTEND STATE ADVOCACY DAYS AT THEIR LOCAL STATE CAPITAL. NBDF ALSO PROVIDES EDUCATIONAL OPPORTUNITIES FOR PAYERS TO HELP THEM BETTER UNDERSTAND THE UNIQUE HEALTHCARE NEEDS OF THOSE AFFECTED BY BLOOD DISORDERS, INCLUDING LIVE PRESENTATIONS, WEBINARS, ONLINE EDUCATIONAL MODULES, AND A JOINT COLLABORATIVE BRINGING TOGETHER PAYERS, MEDICAL PROVIDERS AND PATIENTS. NBDF HOSTS ABOUT 25-30 STATE ADVOCACY DAYS PER YEAR.

    Expenses $5,512,265 · Grants $215,301

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

    Expenses $4,230,915 · Grants $277,081

  • CHAPTER SERVICES NBDF'S CHAPTER SERVICES DEPARTMENT PROVIDES COMMUNITY SUPPORT BY HELPING ITS 51 MEMBER CHAPTERS OFFER EDUCATION, RESOURCES AND REFERRALS TO AFFECTED MEMBERS OF THE BLEEDING DISORDERS COMMUNITY IN THE AREAS THAT EACH CHAPTER SERVES. CHAPTER SERVICES OFFERS THE CHAPTERS FINANCIAL SUPPORT IN THE FORM OF GRANTS AND PROVIDES SOME TRAVEL EXPENSES SUPPORT FOR EDUCATION AND ADVOCACY MEETINGS. DEPARTMENT STAFF MEMBERS COACH CHAPTER LEADERS ON HOW TO CREATE, EXECUTE AND EVALUATE PROGRAMS AND SERVICES DESIGNED FOR THEIR AFFECTED CONSTITUENTS. IN 2023, CHAPTER SERVICES OFFERED 23 SESSION EDUCATIONAL WEBINAR SERIES, HELD ONE NATIONAL LEADERSHIP SEMINAR OFFERING TRAINING, AND OFFERED A FULL "CHAPTER TRAINING TRACK" AT NBDF'S ANNUAL BLEEDING DISORDERS CONFERENCE. THESE EDUCATION OFFERINGS FOCUSED ON DIVERSIFICATION OF FUNDING STRATEGIES, HEALTH EQUITY AND INCLUSION, BOARD DEVELOPMENT, AND BUILDING COMMUNITY OF VOLUNTEERS AND ADVOCATES. ADDITIONALLY, THE UNITE FOR BLEEDING DISORDERS WALK (PEER-TO-PEER FUNDRAISING CAMPAIGN) EMPOWERED 5,890 PARTICIPANTS TO RAISE A COLLECTIVE $2.2M FOR THEIR LOCAL CHAPTERS.

    Expenses $1,868,116 · Grants $139,680

As filed on the 2023 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

  • SCOTT MARTIN

    CHAIR

    Total calculated
    $0
    Hours/week
    10

  • RYAN GRIFFITH

    TREASURER

    Total calculated
    $0
    Hours/week
    10

  • PAULETTE BRYANT MD

    SECRETARY

    Total calculated
    $0
    Hours/week
    10

  • JOSEPH ALIOTO MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    10

  • KAI BROWN

    DIRECTOR - THRU 5/18/23

    Total calculated
    $0
    Hours/week
    5

  • JAMES R CHRISTENSEN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    10

  • MARIA EILEEN SAN JUAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    10

  • SUSAN HARTMANN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    10

  • JOSEPH J HELFERT II

    DIRECTOR

    Total calculated
    $0
    Hours/week
    10

  • PETER A KOUIDES MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    10

  • ZIVA MANN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    10

  • SCOTT MILLER CPA ESQ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    10

  • LISA R PITLER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    10

  • DERICK STACE-NAUGHTON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    10

  • LEONARD VALENTINO

    PRESIDENT & CEO

    Total calculated
    $419,563
    From this org
    $361,900
    From related orgs
    $0
    Other
    $57,663
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $358,289
    Bonus
    $0
    Other
    $3,611
    Deferred
    $35,895
    Nontaxable benefits
    $21,768
    Filer's total
    $419,563

  • PETER HARVEY

    CHIEF BUSINESS OFFICER

    Total calculated
    $277,506
    From this org
    $208,679
    From related orgs
    $0
    Other
    $68,827
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $205,907
    Bonus
    $0
    Other
    $2,772
    Deferred
    $19,077
    Nontaxable benefits
    $49,750
    Filer's total
    $277,506

  • MICHAEL RECHT

    CHIEF SCIENTIFIC OFFICER

    Total calculated
    $290,452
    From this org
    $290,230
    From related orgs
    $0
    Other
    $222
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $263,417
    Bonus
    $25,000
    Other
    $1,813
    Deferred
    $0
    Nontaxable benefits
    $222
    Filer's total
    $290,452

  • SANDRA D ROTELLINI

    CHIEF OPERATING OFFICER

    Total calculated
    $267,948
    From this org
    $210,612
    From related orgs
    $0
    Other
    $57,336
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $207,840
    Bonus
    $0
    Other
    $2,772
    Deferred
    $30,090
    Nontaxable benefits
    $27,246
    Filer's total
    $267,948

  • TERI WILLEY

    MANAGING DIRECTOR

    Total calculated
    $348,822
    From this org
    $309,094
    From related orgs
    $0
    Other
    $39,728
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $307,114
    Bonus
    $0
    Other
    $1,980
    Deferred
    $5,255
    Nontaxable benefits
    $34,473
    Filer's total
    $348,822

  • BRETT SPITALE

    V.P. OF ADVANCEMENT

    Total calculated
    $257,587
    From this org
    $181,224
    From related orgs
    $0
    Other
    $76,363
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $180,094
    Bonus
    $500
    Other
    $630
    Deferred
    $26,613
    Nontaxable benefits
    $49,750
    Filer's total
    $257,587

  • NEIL FRICK

    S.V.P. OF RESEARCH & MEDIC

    Total calculated
    $237,463
    From this org
    $192,468
    From related orgs
    $0
    Other
    $44,995
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $190,662
    Bonus
    $0
    Other
    $1,806
    Deferred
    $27,271
    Nontaxable benefits
    $17,724
    Filer's total
    $237,463

  • KERRI NORRIS VP OF HEALTH

    EQUITY DIVERSITY AND INCLUSION

    Total calculated
    $215,311
    From this org
    $172,451
    From related orgs
    $0
    Other
    $42,860
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $171,821
    Bonus
    $0
    Other
    $630
    Deferred
    $13,455
    Nontaxable benefits
    $29,405
    Filer's total
    $215,311

  • RENEE PECK

    SENIOR DEVELOPMENT DIRECTOR

    Total calculated
    $198,273
    From this org
    $197,970
    From related orgs
    $0
    Other
    $303
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $197,280
    Bonus
    $0
    Other
    $690
    Deferred
    $0
    Nontaxable benefits
    $303
    Filer's total
    $198,273

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 · 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)

PART I, LINE 7
THE FORM AND AMOUNT OF ANY PERFORMANCE BONUSES SHALL BE WITHIN THE BOARD'S DISCRETION. THE BONUS DETERMINATION WILL BE MADE PURSUANT TO A FORMALIZED REVIEW PROCESS CONDUCTED BY THE BOARD OF DIRECTORS.

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

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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • NATIONAL BLEEDING DISORDERS FOUNDATION VENTURE FUND LLC

    SEE SCHEDULE R, PART VII SUPPLEMENTAL INFORMATION · DE · income $7,139 · assets $2,500,290

    Directly controlled by NATIONAL BLEEDING DISORDER FOUNDATION

Provenance

Return type
form_990
Tax year
2023
Filed
15 November 2024
IRS schema version
2023v5.1
Source object
202402849349301360

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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