2023-10-27T13:06:58-05:00 2023-03-31 330310569 HASKELL & WHITE LLP 300 SPECTRUM CENTER DR STE 300 IRVINE CA 92618 990 2022-04-01 956043953 ARTHRITIS NATIONAL RESEARCH FOUNDATION ARTH 8005882873 19200 VON KARMAN AVENUE 350 IRVINE CA 92612 EMILY BOYD STORMOEN CEO 8005882873 2023-10-27 1 EMILY BOYD STORMOEN 999009999 0 RICK SMETANKA P01677376 9494506200 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z EMILY BOYD STORMOEN 19200 VON KARMAN AVE IRVINE CA 92612 4204597 0 X WWW.CUREARTHRITIS.ORG X 1952 CA TO PROVIDE INITIAL RESEARCH FUNDING TO BRILLIANT, INVESTIGATIVE SCIENTISTS WITH NEW IDEAS TO CURE ARTHRITIS AND RELATED AUTOIMMUNE DISEASES. 15 15 8 0 0 0 2969125 2344273 0 0 824910 275292 540 0 3794575 2619565 1598068 2162302 0 0 651972 843732 0 0 293203 513993 530546 2764033 3536580 1030542 -917015 11041493 9685294 84948 335729 10956545 9349565 X TO PROVIDE INITIAL RESEARCH FUNDING TO BRILLIANT, INVESTIGATIVE SCIENTISTS WITH NEW IDEAS TO CURE ARTHRITIS AND RELATED AUTOIMMUNE DISEASES. 0 0 2596261 2162302 EACH YEAR, ARTHRITIS RESEARCH GRANTS ARE AWARDED TO INDEPENDENT MD AND/OR PHD SCIENTISTS AT UNAFFILIATED RESEARCH FACILITIES AND UNIVERSITIES ACROSS THE COUNTRY. THE ARTHRITIS NATIONAL RESEARCH FOUNDATION (THE "FOUNDATION") SCIENTIFIC ADVISORY BOARD PERFORMS AN NIH-LEVEL REVIEW OF ALL APPLICATIONS, RANKING THE PROPOSALS AS TO THE EXCELLENCE OF THE SCIENCE, OPPORTUNITY TO MAKE A BREAK-THROUGH DISCOVERY AND THE QUALITY OF THE INVESTIGATOR AWARDEES, WHO RECEIVE A MAXIMUM GRANT OF $125,000. APPLICANTS MUST PROVIDE PROGRESS AND FINAL REPORTS OF THEIR WORK, INCLUDING PUBLICATIONS IN SCIENTIFIC JOURNALS AND PRESENTATIONS AT SCIENTIFIC MEETINGS. IF PROGRESS IS DEEMED SIGNIFICANT IN THE FIRST YEAR, AWARDEES MAY APPLY FOR AND EARN A SECOND YEAR OF SUPPORT. THE FOUNDATION ALSO SUPPORTS SMALL TRAVEL GRANTS TO SCIENTIFIC MEETINGS FOR EARLY CAREER INVESTIGATORS. 365086 THE FOUNDATION HAS VARIOUS PROGRAMS TO RAISE AWARENESS WITHIN THE GENERAL PUBLIC, THOSE SUFFERING WITH ARTHRITIS AND THE MEDICAL/SCIENTIFIC RESEARCH COMMUNITIES ABOUT THE IMPORTANCE OF AND NEED FOR ARTHRITIS RESEARCH FOR DEVELOPING A CURE AND MORE EFFECTIVE TREATMENTS. ALSO PART OF THE EDUCATION COMPONENT IS RAISING AWARENESS OF THE PREVALENCE OF ARTHRITIS, THE FACT THAT CHILDREN GET ARTHRITIS AND THE CURRENT WORK BEING DONE IN THE FIELD OF ARTHRITIS RESEARCH. 2961347 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 10 0 8 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA AZ CT FL IL NC NJ TX VA WA NY X X X EMILY BOYD STORMOEN 8005882873 19200 VON KARMAN AVENUE IRVINE CA 92612 SCHALON NEWTON CHAIRMAN 5.00 X X 0 0 0 RICH SALTER VICE CHAIR 1.00 X X 0 0 0 KELLI MATTHEWS SECRETARY 1.00 X X 0 0 0 SALLY ANNE SHERIDAN TREASURER 1.00 X X 0 0 0 JEFFREY BATES BOARD MEMBER 1.00 X 0 0 0 JONATHAN ROSE BOARD MEMBER 1.00 X 0 0 0 DOUGLAS A GRANGER BOARD MEMBER 1.00 X 0 0 0 CRAIG WALSH BOARD MEMBER 1.00 X 0 0 0 THERESA HANSEN BOARD MEMBER 1.00 X 0 0 0 STACI STRINGER BOARD MEMBER 1.00 X 0 0 0 VES VAFADARI BOARD MEMBER 1.00 X 0 0 0 RICH NARIDO BOARD MEMBER 1.00 X 0 0 0 ANGELA BOYD BOARD MEMBER 1.00 X 0 0 0 BRIAN SOUZA BOARD MEMBER 1.00 X 0 0 0 JEAN LIEW BOARD MEMBER 1.00 X 0 0 0 EMILY STORMOEN CEO 40.00 X 262145 0 33833 KAREN WILLIAMSON DIRECTOR OF DEVELOPMENT 40.00 X 147933 0 21799 410078 0 55632 2 0 1 0 0 2344273 2344273 178705 178705 1681619 1585032 96587 96587 96587 2619565 0 0 275292 2162302 2162302 289427 231541 28943 28943 466742 204850 72186 189706 11496 4681 1287 5528 25207 8197 4446 12564 50860 26313 7398 17149 57100 57100 20170 16136 2017 2017 24000 24000 24844 24844 9065 8890 87 88 31710 26077 2856 2777 106499 69959 23061 13479 62382 49904 6239 6239 86038 71476 7552 7010 10562 10562 22429 17832 2368 2229 RESEARCH COMMUNICATION 42167 41643 262 262 STATE REGISTRATION AND 10539 8428 1053 1058 MISCELLANEOUS 8571 1656 4195 2720 BANK AND CREDIT CARD FE 8502 6802 850 850 5968 4660 724 584 3536580 2961347 282030 293203 1455362 404680 130788 11808 30000 35506 48008 45205 14629 36653 30576 9502164 8907582 0 133660 11041493 9685294 60527 192061 24421 143668 84948 335729 X 10730441 9248411 226104 101154 10956545 9349565 11041493 9685294 -917015 -689965 0 X X 0 1 X 1 0 X 1391531 1798518 1268973 2969125 2344273 9772420 1391531 1798518 1268973 2969125 2344273 9772420 1216953 8555467 180088 179356 147002 141280 275292 923018 42704 50 12698 55452 10750890 0.79580 0.78120 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5601 1167 4434 39604 13462 26142 30576 OPERATING LEASE 143668 143668 X 2014392 -689965 109636 -580329 2594721 24844 24844 2619565 3621372 109636 109636 3511736 24844 24844 3536580 PART X, LINE 2: THE FOUNDATION IS A QUALIFIED ORGANIZATION EXEMPT FROM FEDERAL INCOME AND STATE FRANCHISE TAXES UNDER 501(C)(3) OF THE INTERNAL REVENUE CODE AND 23701D OF THE CALIFORNIA REVENUE AND TAXATION CODE, RESPECTIVELY. ACCORDINGLY, THE FOUNDATION IS EXEMPT FROM FEDERAL AND CALIFORNIA INCOME TAXES AND IS NOT LIABLE FOR FEDERAL UNEMPLOYMENT TAXES. U.S. GAAP REQUIRES MANAGEMENT TO EVALUATE THE TAX POSITIONS TAKEN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE FOUNDATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE-LIKELY-THAN-NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. MANAGEMENT EVALUATED THE FOUNDATION'S TAX POSITIONS AND CONCLUDED THAT IT MAINTAINED ITS TAX-EXEMPT STATUS AND HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE ADJUSTMENTS TO THE FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR UNKNOWN INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. THE FOUNDATION'S TAX RETURNS ARE SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES. HOWEVER, THERE ARE NO EXAMINATIONS IN PROGRESS NOR ARE THERE ANY PENDING. 1 BOSTON CHILDRENS HOSPITAL PO BOX 414413 BOSTON MA 02241 042774441 501(C)(3) 250000 0 TO SUPPORT MEDICAL RESEARCH STUDY VANDERBILT UNIVERSITY 2301 VANDERBILT PLACE NASHVILLE TN 37240 620476822 501(C)(3) 225000 0 TO SUPPORT MEDICAL RESEARCH STUDY BRIGHAM AND WOMENS HOSPITAL INC PO BOX 3149 BOSTON MA 02241 042312909 501(C)(3) 225000 0 TO SUPPORT MEDICAL RESEARCH STUDY THE REGENTS OF THE UNIVERSITY OF MICHIGAN PO BOX 223131 PITTSBURGH PA 15251 386006309 501(C)(3) 225000 0 TO SUPPORT MEDICAL RESEARCH STUDY THE REGENTS OF UNIVERSITY OF CALIFORNIA SAN DIEGO PO BOX 741539 LA JOLLA CA 92093 952544535 501(C)(3) 225000 0 TO SUPPORT MEDICAL RESEARCH STUDY WASHINGTON STATE UNIVERSITY PO BOX 641025 PULLMAN WA 99164 916001108 501(C)(3) 125000 0 TO SUPPORT MEDICAL RESEARCH STUDY WASHINGTON UNIVERSITY IN ST LOUIS 700 ROSEDALE AVE SAINT LOUIS MO 63112 430653611 501(C)(3) 125000 0 TO SUPPORT MEDICAL RESEARCH STUDY OREGON HEALTH & SCIENCE UNIVERSITY PO BOX 3003 PORTLAND OR 97208 931176109 501(C)(3) 125000 0 TO SUPPORT MEDICAL RESEARCH STUDY OHIO UNIVERISTY 1 OHIO UNIVERSITY ATHENS OH 45701 316402113 501(C)(3) 125000 0 TO SUPPORT MEDICAL RESEARCH STUDY HOSPITAL OF SPECIAL SURGERY 535 EAST 70TH STREET NEW YORK NY 10021 136714749 501(C)(3) 125000 0 TO SUPPORT MEDICAL RESEARCH STUDY THE REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN FRANCISCO PO BOX 748872 LOS ANGELES CA 90074 946036493 501(C)(3) 100000 0 TO SUPPORT MEDICAL RESEARCH STUDY UNIVERSITY OF WASHINGTON 12455 COLLECTIONS DR CHICAGO IL 60693 916001537 501(C)(3) 87302 0 TO SUPPORT MEDICAL RESEARCH STUDY HENRY FORD HEALTH SYSTEM 1414 E MAPLE RD TROY MI 48083 381357020 501(C)(3) 100000 0 TO SUPPORT MEDICAL RESEARCH STUDY UNIVERSITY OF VIRGININA 1001 N EMMET ST CHARLOTTESVILLE VA 22903 546001796 501(C)(3) 100000 0 TO SUPPORT MEDICAL RESEARCH STUDY 14 PART I, LINE 2: THE GRANT PROCESS BEGINS WITH RECEIVING GRANT APPLICATIONS FROM SCIENTISTS ACROSS THE COUNTY. THE SCIENTIFIC ADVISORY BOARD ("SAB") REVIEWS THE APPLICATIONS AND RANKS THE APPLICANTS. THIS RANKING IS PRESENTED AT THE REGULAR BOARD OF DIRECTOR MEETINGS. AT THIS BOARD OF DIRECTOR'S MEETING, MEMBERS REVIEW AND VOTE ON THE ANNUAL BUDGET, INCLUDING THE TOTAL GRANT AWARDS FOR THE YEAR, BASED ON THE RANKING AND RECOMMENDATION FROM THE SAB. X X 0 0 0 0 0 0 0 0 0 EMILY STORMOEN CEO 201280 0 50783 0 10082 0 0 0 33833 0 295978 0 0 0 KAREN WILLIAMSON DIRECTOR OF DEVELOPMENT 144265 0 0 0 3668 0 0 0 21799 0 169732 0 0 0 PART I, LINE 3 THE FINANCE COMMITTEE RESEARCHED SIMILAR NONPROFIT ORGANIZATIONS FOR THE PURPOSE OF DETERMINING COMPENSATION OF THE EXECUTIVE DIRECTOR. THIS INCLUDED REVIEW OF COMPARABLE COMPENSATION FOR COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS AND AN ONLINE SALARY REVIEW COMPLETED BY EVERY FINANCE COMMITTEE MEMBER. THE ORGANIZATION HAS NO OTHER OFFICERS OR KEY EMPLOYEES. FORM 990, PART VI, SECTION A, LINE 4 THERE WERE AMENDMENTS TO THE FOUNDATION'S BYLAWS: 1)CHANGE TO REDESIGN TERM DATES-WHEN ELECTED OUTSIDE OF TERMS, BOARD MEMBERS WILL NOW SERVE 3+ YEARS INSTEAD OF 2+ YEARS. 2) CHANGE ELECTION PROCESS FOR THE BOARD OF DIRECTORS TO ELECT THEIR OWN MEMBERS. 3)ANNUAL REPORT- ADDED TWO STEP PROCESS. INCREASED TIME FOR THE ANNUAL AUDITED REPORT FROM 120 DAYS TO 180 DAYS. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE RESEARCHED SIMILAR NONPROFIT ORGANIZATIONS FOR THE PURPOSE OF DETERMINING COMPENSATION OF THE EXECUTIVE DIRECTOR. THIS INCLUDED REVIEW OF COMPARABLE COMPENSATION FOR COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS AND AN ONLINE SALARY REVIEW COMPLETED BY EVERY FINANCE COMMITTEE MEMBER. THE ORGANIZATION HAS NO OTHER OFFICERS OR KEY EMPLOYEES. FORM 990, PART VI, SECTION B, LINE 12C CONFLICTS OF INTERST ARE MONITORED REGULARLY THROUGH AN ANNUAL WRITTEN CONFIRMATION THAT IS COMPLETED AND SUBMITTED BY ALL BOARD MEMBERS. ADDITIONALLY, ANY POSSIBLE INDICATION OF CONFLICTS OF INTEREST THAT ARE BROUGHT TO THE ATTENTION OF THE BOARD, SAB MEMBERS, OR THE CEO ARE FURTHER REVIEWED BY THE AUDIT COMMITTEE CHAIR TO DETERMINE WHETHER OR NOT A CONFLICT OF INTEREST EXISTS. THE ORGANIZATION IS VIGILANT IN ITS POLICIES WITH REGARD TO CONFLICTS OF INTEREST. IF THERE ARE REMAINING QUESTIONS AS TO A CONFLICT OF INTEREST AFTER REVIEW BY THE AUDIT COMMITTEE CHAIR, THE ORGANIZATION'S COUNSEL IS CONTACTED AND THE MATTER BROUGHT UP TO ALL MEMBERS OF THE BOARD WHO WILL MAKE THE DETERMINATION AS TO WHETHER OR NOT A CONFLICT OF INTEREST EXISTS. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION HAS NO OTHER OFFICERS OR KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 ALL REQUESTS FOR THE 990, FORM 1023, FINANCIAL STATEMENTS, ORGANIZATINAL DOCUMENTS SUCH AS CONFLICT OF INTEREST POLICY, AND GOVERNING DOCUMENTS WILL BE SENT OUT BY REQUEST VIA REGULAR MAIL OR EMAIL. THE FORM 990 IS ALSO POSTED ON THE ORGANIZATION'S WEBSITE. FORM 990, PART XII, LINE 2C: NO CHANGE FROM PRIOR YEAR.