Form 990 for tax year 2024

Totals

Total revenue

$14,381,344

Total expenses

$12,606,054

Contributions and grants received

$13,595,105

Grants paid

$0

Program service revenue

$189,245

Investment income

$544,334

Other revenue

$52,660

Total assets, end of year

$12,515,154

Total liabilities, end of year

$5,176,999

Net assets or fund balances, end of year

$7,338,155

Program services expenses (Part IX)

$8,986,675

Management and general expenses

$2,620,121

Fundraising expenses

$999,258

Program service expenses (Part III)

$8,986,675

Program services were 71.3% 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.

Mission and programs · 2024

• RESEARCH & MEDICALTHE COPD FOUNDATION RESEARCH TEAM ENGAGES WITH MULTIPLE INDIVIDUALS AND ORGANIZATIONS TO SUPPORT RESEARCH STUDIES AND CLINICAL TRIALS. THESE STUDIES FOCUS ON A WIDE RANGE OF TOPICS THAT ALIGN WITH THE FOUNDATION MISSION. THESE INCLUDE PATIENT SYMPTOM TREATMENT, VIRTUAL COPD MANAGEMENT TOOLS, PATIENT FEEDBACK ON SCREENING TOOLS, AND DEVELOPMENT OF NEW THERAPIES AND MEDICAL DEVICES TO ADDRESS UNMET NEEDS. THE COPD FOUNDATION RESEARCH TEAM ALSO PARTICIPATED IN SEVERAL ACTIVITIES THAT ARE TARGETING PEOPLE WITH EARLY COPD WITH THE AIM TO DEVELOP APPROACHES THAT CAN BE USED TO SLOW DISEASE PROGRESSION THESE INCLUDE AN AMERICAN THORACIC SOCIETY EARLY DISEASE WORKING GROUP, CO-CHAIRED BY THE COPD FOUNDATION AND DISCUSSIONS RELATED TO THE DESIGN AND CONDUCT OF CLINICAL TRIALS IN PATIENTS WITH EARLY DISEASE.THE COPD FOUNDATION IS CONTINUING THE WORK OF THE PATIENT INSPIRED VALIDATION OF OUTCOME TOOLS (PIVOT) PROJECT. PIVOT WAS ESTABLISHED TO BE A DRIVING FORCE FOR INTEGRATING THE PATIENT AND THE PATIENT VOICE INTO CLINICAL OUTCOME MEASUREMENT VALIDATION AND SELECTION FOR USE IN CHRONIC LUNG DISEASE RESEARCH AND CLINICAL TRIALS. THE PIVOT PROJECT HAS PRODUCED TWO MANUSCRIPTS, ONE TO DESCRIBE THE OBJECTIVES OF PIVOT AND A SECOND REPORTING THE FIRST RESULTS OF ANALYSIS OF WHAT MATTERS MOST TO PATIENTS WITH COPD. OVER THE NEXT YEAR THE PIVOT TEAM WILL CONDUCT A SURVEY OF COPD PATIENTS TO BETTER UNDERSTAND THE HETEROGENEITY IN HOW COPD PATIENTS EXPERIENCE THEIR DISEASE IN THEIR DAILY LIVES AND WHAT IS MOST IMPORTANT TO THEM IN TERMS OF UNMET NEEDS. IN THE COMING YEAR, THE PIVOT TEAM WILL ALSO BEGIN SIMILAR WORK IN NON-CYSTIC FIBROSIS BRONCHIECTASIS.THE COPD FOUNDATION CONTINUES TO PRIORITIZE THE DEVELOPMENT OF ITS PATIENT POWERED RESEARCH NETWORK OR PPRN, A NETWORK IN WHICH PATIENTS ARE RECRUITED TO SHARE THEIR HEALTH INFORMATION AND DISEASE IMPACT. PATIENT PROVIDED HEALTH INFORMATION IS STORED IN A SECURE DATABASE AND IS USED TO SUPPORT PROJECTS WHERE PATIENT INPUT IS NEEDED. THE PPRN IS CURRENTLY BEING USED TO SUPPORT MULTIPLE ONGOING RESEARCH STUDIES AND CLINICAL TRIAL ACTIVITIES.

  Expenses $3,282,165

• BRONCHIECTASIS & NTM ASSOCIATIONTHE COPD FOUNDATION WAS APPROVED TO DO BUSINESS AS THE BRONCHIECTASIS AND NTM ASSOCIATION. WITH THIS APPROVAL, WE EMBARKED ON A REBRANDING EFFORT, ENSURING OUR COMMITMENT AND DEDICATION TO THIS PATIENT COMMUNITY.WE HAD ANOTHER SUCCESSFUL WORLD BRONCHIECTASIS DAY CAMPAIGN, REACHING OVER 2 MILLION PEOPLE. THE CAMPAIGN ALLOWED US TO BRING TOGETHER NEARLY 20 PATIENT ADVOCACY ORGANIZATIONS AND PROFESSIONAL SOCIETIES TO COLLABORATE IN SPREADING AWARENESS AND EDUCATION ON BRONCHIECTASIS.THE GOAL OF THE BRONCHIECTASIS AND NTM RESEARCH REGISTRY IS TO SUPPORT COLLABORATIVE RESEARCH AND ASSIST IN THE PLANNING OF MULTI-CENTER CLINICAL TRIALS FOR THE TREATMENT OF NON-CF BRONCHIECTASIS AND/OR NTM LUNG DISEASE. OVER THE COURSE OF THE YEAR, THE REGISTRY CONTINUED ENROLLING AND COLLECTING LONGITUDINAL DATA ON PARTICIPANTS, REACHING OVER 8,000 PARTICIPANTS AND UP TO 16 YEARS OF DATA ON SOME PARTICIPANTS. SEVERAL REGISTRY ABSTRACTS WERE PRESENTED AT INTERNATIONAL CONFERENCES AND MANUSCRIPTS WERE PUBLISHED AS A RESULT OF THE REGISTRY DATA COLLECTION. IN ADDITION, THE REGISTRY WAS UTILIZED TO FACILITATE RECRUITMENT INTO MAJOR CLINICAL TRIALS IN THIS SPACE.THE BRONCHIECTASIS AND NTM CARE CENTER NETWORK'S MISSION IS TO REDUCE THE TIME TO DIAGNOSIS AND SUPPORT HIGH QUALITY CARE FOR THIS PATIENT POPULATION. THE CARE CENTER NETWORK SUCCESSFULLY ONBOARDED 33 CENTERS AND CONTINUED PLANNING FOR THE NEXT REQUEST FOR APPLICATIONS.

  Expenses $3,658,163

• COMMUNITYTHE COPD360 COMMUNITY ENGAGEMENT COMMITTEE (COPD360CENCO), A DIVERSE PATIENTS AND CAREGIVERS COMMITTEE, CONTINUED TO MEET MONTHLY TO PROVIDE THE VOICE OF PATIENTS AND CAREGIVERS TO ALL THE COPD FOUNDATION'S EFFORTS, AND TO SUPPORT ITS INTERACTIONS WITH OTHER HEALTH CARE AND ADVOCACY ORGANIZATIONS. PATIENT AND CAREGIVER INVOLVEMENT IN GOVERNANCE AND EDUCATION IS THE MODEL ON WHICH THE COPD FOUNDATION WAS ESTABLISHED. WITH THAT CENTRAL GOAL, THE COPD FOUNDATION HAS BUILT TRUST WITHIN ITS MEMBERSHIP AND RELATED STAKEHOLDER GROUPS.MEMBERSHIP IN THE COPD FOUNDATION CAPTAINS PROGRAM GREW BY 13%. CAPTAINS SPREAD COPD AWARENESS IN THEIR STATE AND LOCAL AREAS, MENTOR FELLOW COPD COMMUNITY MEMBERS, AND PARTICIPATE IN GRASSROOTS ADVOCACY AND COMMUNITY BUILDING ACTIVITIES FOCUSED ON HEALTH POLICY ISSUES THAT ARE IMPORTANT TO THOSE WHO HAVE COPD AND OTHER CHRONIC LUNG DISEASES. THE COPD FOUNDATION CONTINUES TO SUPPORT PATIENT WELLBEING BY PROVIDING FREE MONTHLY SUPPORT GROUPS FOR PATIENTS AND CAREGIVERS. SUPPORT GROUPS ARE AVAILABLE FOR BOTH PATIENTS WITH COPD AND PATIENTS WITH BRONCHIECTASIS AND (NONTUBERCULOUS MYCOBACTERIAL) NTM LUNG DISEASE. HUNDREDS OF PATIENTS ATTEND THESE MEETINGS EACH MONTH TO DISCUSS THEIR EXPERIENCES AND LEARN ABOUT TOPICS SUCH AS STAYING HEALTHY DURING THE HOLIDAYS AND TALKING TO THEIR HEALTH CARE PROVIDERS ABOUT THEIR SPECIFIC ISSUES AND SYMPTOMS.

  Expenses $714,987

• PUBLIC & PROFESSIONAL EDUCATIONTHE COPD FOUNDATION CONTINUES TO ENSURE HIGH-QUALITY EVIDENCE-BASED EDUCATIONAL MATERIALS ARE AVAILABLE FOR INTERNAL AND EXTERNAL STAKEHOLDERS. THE COPD FOUNDATION PODCAST RELEASED 12 EPISODES IN 2025, PROVIDING INSIGHTS FROM KEY OPINION LEADERS (KOLS) ON TOPICS RELATED TO COPD CARE. TWO NEW PATIENT-FACING 101 DECKS, ONE FOCUSING ON INTRODUCING COPD, AND THE OTHER DISCUSSING GENETIC COPD. TWO NEW LANDING PAGES WERE ALSO DEVELOPED - ONE ON SEVERE COPD THAT PROVIDES GUIDANCE ON MANAGEMENT, AND THE OTHER ON GENETIC COPD, WHICH ENCOURAGES TESTING FOR THE GENETIC CONDITION. TO SUPPORT PEOPLE LIVING WITH COPD IN A GROUP SETTING, RESOURCES TO SUPPORT GROUPS IN PROVIDING EFFECTIVE PEER SUPPORT AND EDUCATION WERE CREATED AND PROVIDED TO SEVERAL COMMUNITIES IN RURAL AREAS ACROSS THE COUNTRY. TO HELP IMPROVE THE DIAGNOSIS OF COPD IN RURAL COMMUNITIES, COPD SCREENING AND COPD EDUCATION WERE CONDUCTED AT NUMEROUS EVENTS IN FOUR STATES IN THE APPALACHIAN REGION. A MEDIA AND DIRECT MAIL CAMPAIGN PROMOTED COPD AWARENESS, AND THE USE OF PULMONARY REHABILITATION IN THESE AREAS, AND THREE PULMONARY REHABILITATION PROGRAMS IN THESE REGIONS WERE PROVIDED WITH FREE EDUCATIONAL MATERIALS.THE COPD FOUNDATION ALSO DEMONSTRATES A COMMITMENT TO PROVIDING HIGH-QUALITY EDUCATION FOR HEALTH CARE PROVIDERS WHO CARE FOR PEOPLE WITH CHRONIC LUNG DISEASE. SEVERAL CONTINUING MEDICAL EDUCATION PROGRAMS OR ACCREDITED PROGRAMS WERE PROVIDED FOR PROFESSIONAL DEVELOPMENT. THE LUNG HEALTH COLLABORATIVE WAS DEVELOPED AS A COMMUNITY OF PROVIDERS COMMITTED TO PROVIDING EFFECTIVE CARE FOR PEOPLE WITH CHRONIC LUNG DISEASE. THIS GROUP HAS AN ONLINE FORUM FOR COLLABORATION AND A DEDICATED NEWSLETTER. THE INAUGURAL LUNG HEALTH COLLABORATIVE VIRTUAL ASSEMBLY PROVIDED A FULL DAY OF EDUCATIONAL SESSIONS FOR HEALTH PROFESSIONALS. THESE SESSIONS WERE HELD BY KOLS AND DISCUSSED NOVEL COMPONENTS OF COPD CARE.

  Expenses $666,485

•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

  Expenses $664,875

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

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

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

No itemized grants to organizations on this return.

Provenance

Return type

form_990

Tax year

2024

Filed

4 February 2026

IRS schema version

2024v5.5

Source object

202620419349301302

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.