2023-05-15T11:24:30-05:00 2022-12-31 260794367 UHY ADVISORS MID-ATLANTIC MD INC 8601 ROBERT FULTON DRIVE SUITE 210 COLUMBIA MD 21046 990 2022-01-01 042716222 BRAIN INJURY ASSOCIATION OF AMERICA INC BRAI 7037610750 3057 NUTLEY STREET 805 FAIRFAX VA 22031 RICK WILLIS PRESIDENT/CEO 7037610750 2023-05-11 1 RICK WILLIS XXX-XX-XXXX 0 NANCY JOHNSON P01593478 4107205220 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z RICK WILLIS 3057 NUTLEY STREET STE 805 FAIRFAX VA 22031 3835443 0 X WWW.BIAUSA.ORG X 1981 MA TO ADVANCE BRAIN INJURY AWARENESS, RESEARCH, TREATMENT, AND EDUCATION AND TO IMPROVE THE QUALITY OF LIFE FOR ALL INDIVIDUALS IMPACTED BY BRAIN INJURY. THROUGH ADVOCACY, BIAA'S GOAL IS TO BRING HELP, HOPE, AND HEALING TO MILLIONS OF INDIVIDUALS LIVING WITH BRAIN INJURY, THEIR FAMILIES, AND THE PROFESSIONALS WHO SERVE THEM. 15 15 25 250 49043 0 3485356 2123872 1092531 1054116 104734 58188 219191 242548 4901812 3478724 80000 58067 0 0 1494120 1719602 0 0 291556 931314 1249547 2505434 3027216 2396378 451508 6594689 6827712 383475 602944 6211214 6224768 X TO ADVANCE BRAIN INJURY AWARENESS, RESEARCH, TREATMENT, AND EDUCATION AND TO IMPROVE THE QUALITY OF LIFE FOR ALL INDIVIDUALS IMPACTED BY BRAIN INJURY. THROUGH ADVOCACY, BIAA'S GOAL IS TO BRING HELP, HOPE, AND HEALING TO MILLIONS OF INDIVIDUALS LIVING WITH BRAIN INJURY, THEIR FAMILIES, AND THE PROFESSIONALS WHO SERVE THEM. 0 0 803996 288343 PUBLIC AWARENESS - BIAA LEADS THE NATION IN RAISING AWARENESS AND UNDERSTANDING ABOUT BRAIN INJURY THROUGH ITS AWARD-WINNING WEBSITE, WWW.BIAUSA.ORG, ROBUST SOCIAL MEDIA FOLLOWING AND SOUGHT-AFTER PUBLIC SPEAKERS. THE PUBLICATIONS OFFERED BY BIAA ARE AVAILABLE IN PRINT AND DIGITAL FORMAT AND INCLUDE FACT SHEETS, QUARTERLY NEWSMAGAZINES, AND INFORMATIONAL BROCHURES. DURING 2021, BIAA LAUNCHED ITS BRAIN INJURY AWARENESS CAMPAIGN: #MORETHANMYBRAININJURY. THE CAMPAIGN HELPED THE PUBLIC UNDERSTAND THE MANY CAUSES OF BRAIN INJURY WHILE EMPOWERING BRAIN INJURY INDIVIDUALS AND FAMILIES TO DISPEL COMMON MYTHS AND MISCONCEPTIONS. 640167 58067 796871 EDUCATION, TRAINING, AND RESEARCH - BIAA EDUCATES SURVIVORS, CAREGIVERS AND PROFESSIONALS EVERY YEAR THROUGH FREE AND LOW-COST WEBINARS. BIAA ACCELERATES RESEARCH AND THE DISCOVERY OF CURES BY AWARDING SEED GRANTS TO YOUNG INVESTIGATORS AND BRAIN INJURY SCHOLARS ACROSS THE COUNTRY. BIAA CONTINUED ITS RESEARCH PROJECT INVESTIGATING GUIDELINES FOR THE REHABILITATION AND CHRONIC DISEASE MANAGEMENT OF ADULTS WITH MODERATE TO SEVERE TRAUMATIC BRAIN INJURY (GUIDELINES). BIAA'S STAFF AND LEADERS ARE KEY PARTNERS IN ADVISING RESEARCHERS AND DISSEMINATING FINDINGS. 564706 140165 AFFILIATE SERVICES BIAA PROVIDES LEADERSHIP, TECHNICAL ASSISTANCE, OPERATIONAL BEST PRACTICES, AND INDIVIDUALIZED FUNDRAISING TRAINING AND CONSULTATION TO A NATIONWIDE NETWORK OF CHARTERED STATE AFFILIATES, DIVISIONS, LOCAL CHAPTERS, AND SUPPORT GROUPS ACROSS THE COUNTRY TO MEET THE NEEDS OF ALL THOSE WHOSE LIVES ARE AFFECTED BY BRAIN INJURY. 195949 INDIVIDUAL AND FAMILY SERVICES - BIAA OPERATES THE TOLL-FREE NATIONAL BRAIN INJURY INFORMATION CENTER (NBIIC), WHICH CONNECTS CALLERS TO A TRAINED SPECIALIST WHO IS COMPASSIONATE AND KNOWLEDGEABLE ABOUT LOCAL RESOURCES. NBIIC OFFERS INFORMATION IN BOTH ENGLISH AND SPANISH. BIAA RESPONDS TO INQUIRIES FOR PERSONALIZED ASSISTANCE ANNUALLY. THE PEOPLE BIAA HELP RANGE FROM FAMILIES STRUGGLING WITH A CHILD IN A COMA TO CAREGIVERS WONDERING HOW TO SUPPORT A LOVED ONE WHO WAS INJURED MANY YEARS AGO. 209005 GOVERNMENT RELATIONS AND ADVOCACY - BIAA AND ITS NETWORK OF ADVOCATES EDUCATE FEDERAL POLICYMAKERS THROUGHOUT THE YEAR BY INFORMING THEM ABOUT LIFE-SAVING RESEARCH, ACCESS TO HEALTHCARE, CIVIL RIGHTS, AND FINANCIAL SECURITY FOR PEOPLE WITH BRAIN INJURIES. BIAA KEEPS ITS CONSTITUENTS ABREAST OF RELEVANT PUBLIC POLICY THROUGH ITS FREE WEEKLY E-NEWSLETTER, POLICY CORNER. 404954 2413823 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 14 0 1 25 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 AK AZ AR CA CO CT FL GA HI IL KS KY ME MD MA MI MN MS NV NH NJ NM NY NC OK OR PA RI SC TN UT VA WV WI X THE ORGANIZATION 7037610750 3057 NUTLEY STREET 805 FAIRFAX VA 22031 KEVIN BINGHAM ACAS MAAA CSPA BOARD MEMBER 2.00 X 0 0 0 CHRISTOPHER S BRISBEE ARM BOARD MEMBER 2.00 X 0 0 0 JOHN D CORRIGAN PHD BOARD MEMBER 2.00 X 0 0 0 MAUREEN CUNNINGHAM CFRE BOARD MEMBER 2.00 X 0 0 0 SHANA DE CARO ESQ CHAIRWOMAN 3.00 X X 0 0 0 JOANNE FINEGAN MSA CTRS FDRT BOARD MEMBER 2.00 X 0 0 0 HAROLD H GINSBURG BOARD MEMBER 2.00 X 0 0 0 NICOLE M GODAIRE CBIS TREASURER 4.00 X X 0 0 0 DAVID HARRINGTON MBA OTRL CBIST BOARD MEMBER 2.00 X 0 0 0 PAGE MELTON IVIE VICE CHAIRWOMAN 3.00 X X 0 0 0 SHELDON L HERRING PHD BOARD MEMBER 2.00 X 0 0 0 OWEN Z PERLMAN MD BOARD MEMBER 2.00 X 0 0 0 ELEANOR M PERFETTO PHD MS SECRETARY 2.00 X X 0 0 0 TONY STRICKLAND MS PHD FNAN BOARD MEMBER 2.00 X 0 0 0 BENJI H WOLKEN CPA BOARD MEMBER 2.00 X 0 0 0 SUSAN H CONNORS PRESIDENT/CEO (THROUGH 12/31/22) 60.00 X 268143 0 27782 RICHARD WILLIS PRESIDENT/CEO (BEGINNING 12/1/22) 60.00 X 14529 0 0 MARY S REITTER CAE EXECUTIVE VP & COO 60.00 X 165763 0 22333 ROBERT S BAKER III VICE PRESIDENT 50.00 X 134679 0 8823 583114 0 58938 3 0 1 0 BRAIN INJURY ASSOCIATION OF NEW HAMPSHIR 52 PLEASANT STREET CONCORD NH 03301 CHAPTER DEVELOPMENT & SERVICES 153353 POWERS PYLE SUTTER & VERVILLE 1501 M STREET NW 7TH F WASHINGTON DC 20005 LEGISLATIVE ADVOCACY 130000 2 13047 3000 2107825 1076 2123872 APPLICATION AND RENEWA 900099 733195 733195 STATE AFFILIATION FEES 900099 140165 140165 PERIODICALS 541800 68037 68037 CONFERENCES AND MEETIN 900099 63676 63676 ADVERTISING SALES 513120 49043 49043 1054116 49931 49931 345011 336754 8257 8257 8257 240271 19965 220306 220306 MISCELLANEOUS INCOME 900099 22242 22242 22242 3478724 1247621 49043 58188 X 58067 58067 642048 421130 76604 144314 903539 702502 149785 51252 33763 26498 6525 740 36222 24899 5743 5580 104030 82620 7190 14220 19347 9285 9785 277 21100 15348 3119 2633 130000 130000 11200 11200 525505 483818 22952 18735 2671 2671 14910 12759 602 1549 191558 161953 10356 19249 33880 27615 5905 360 42578 37349 4708 521 239 239 13836 7988 4478 1370 TAX AND FEES 61299 47412 1141 12746 PRINTING & COPYING 56466 43813 1 12652 POSTAGE & SHIPPING 51396 46578 342 4476 PERIODICAL FULFILLMENT 48998 48998 24564 22520 1162 882 3027216 2413823 321837 291556 3782685 4142278 58107 48548 156337 365515 38467 55232 44045 60094 106833 74872 0 31961 2515048 2124084 6594689 6827712 205583 353626 177892 249318 383475 602944 X 4840281 4185248 1370933 2039520 6211214 6224768 6594689 6827712 451508 -437954 0 X X 0 1 X 1 0 X 1627655 1295077 1139460 3473668 2123872 9659732 1627655 1295077 1139460 3473668 2123872 9659732 4041728 5618004 90027 62813 43172 47000 49931 292943 105564 48749 95218 39033 49043 337607 583 1618 4662 2452 22242 31557 10321839 0.54430 0.68580 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 16984 6585 23569 3010232 3033801 301690 75423 0 0 266388 269385 269372 301690 1106835 1660253 131182 97596 133994 23569 386341 66597 67346 67343 75423 276709 415064 22373 1592 15994 16984 56943 10125 -1653 8472 9126 999 10125 8223 903 9126 6584 1639 8223 6968 -384 6584 1.00000 0 0 106833 74872 31961 31961 X 3049535 -437954 19965 -417989 3467524 11200 11200 3478724 3035981 19965 19965 3016016 11200 11200 3027216 PART V, LINE 4: BIAA HAS INTERPRETED THE LAWS OF VIRGINIA AS REQUIRING THE PRESERVATION OF THE FAIR VALUE OF THE ORIGINAL GIFT AS OF THE GIFT DATE, ABSENT EXPLICIT DONOR STIPULATIONS TO THE CONTRARY. AS A RESULT OF THIS INTERPRETATION, BIAA CLASSIFIES AS NET ASSETS WITH DONOR RESTRICTIONS (A) THE ORIGINAL VALUE OF GIFTS DONATED TO THE PERMANENT ENDOWMENT, (B) THE ORIGINAL VALUE OF THE SUBSEQUENT GIFTS TO THE PERMANENT ENDOWMENT, AND (C) ACCUMULATIONS TO THE PERMANENT ENDOWMENT MADE IN ACCORDANCE WITH THE DIRECTION OF THE APPLICABLE DONOR GIFT INSTRUMENT AT THE TIME THE GIFT IS ADDED TO THE PERMANENT ENDOWMENT. THE PRIMARY INVESTMENT OBJECTIVES GOVERNING THE MANAGEMENT OF THE ENDOWMENT FUNDS ARE TO (1) ACHIEVE PERFORMANCE OBJECTIVES BY EMPLOYING A DIVERSIFIED INVESTMENT STRATEGY WITH A TIME HORIZON OF TEN YEARS OR LONGER AND TARGET ALLOCATIONS PRIMARILY IN DOMESTIC EQUITIES AND FIXED INCOME INVESTMENTS, (2) MAINTAIN PROPER LIQUIDITY NECESSARY TO MEET FUNDING NEEDS AND DISBURSEMENT REQUIREMENTS, AND (3) BALANCE RISK COMMENSURATE WITH RETURN OBJECTIVES RECOGNIZING THAT CAPITAL MARKET RETURNS VARY SIGNIFICANTLY FROM YEAR TO YEAR. PART X, LINE 2: BIAA RECEIVED A DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE (IRS) THAT IT HAS BEEN GRANTED AN EXEMPTION FROM FEDERAL INCOME TAXES AND IT QUALIFIES AS A PUBLICLY SUPPORTED ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC). BIAA HAS ALSO BEEN CLASSIFIED AS AN ENTITY THAT IS NOT A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A)(2) OF THE IRC. BIAA BELIEVES ITS OPERATIONS ARE CONSISTENT WITH THE NATURE OF THEIR EXEMPTION GRANTED BY THE IRS. THE ADVERTISING INCOME DERIVED FROM PUBLICATIONS IS CONSIDERED UNRELATED BUSINESS INCOME. SINCE RELATED EXPENSES EXCEEDED INCOME, NO PROVISION FOR INCOME TAXES HAS BEEN PROVIDED FOR IN THE ACCOMPANYING FINANCIAL STATEMENTS. THERE IS NO CURRENT LIABILITY FOR INCOME TAXES AND NO TEMPORARY DIFFERENCES RESULTING IN DEFERRED TAXES AS OF DECEMBER 31, 2022 AND 2021. BIAA IS REQUIRED TO MEASURE, RECOGNIZE, PRESENT, AND DISCLOSE IN ITS FINANCIAL STATEMENTS UNCERTAIN INCOME TAX POSITIONS BIAA HAS TAKEN IN THE TAX YEARS THAT REMAIN SUBJECT TO EXAMINATION OR EXPECTS TO TAKE ON AN INCOME TAX RETURN. BIAA RECOGNIZES THE TAX BENEFITS FROM UNCERTAIN INCOME TAX POSITIONS ONLY IF IT IS MORE LIKELY THAN NOT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAX AUTHORITIES. BIAA RECORDED NO LIABILITY FOR UNCERTAIN INCOME TAX POSITIONS FOR ANY OPEN TAX YEARS. NONE OF BIAA'S FEDERAL TAX RETURNS ARE CURRENTLY UNDER EXAMINATION. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD REFLECTED ON PART VIII, LINE 10B 19,965. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD REFLECTED ON PART VIII, LINE 10B 19,965. 1 YOUNG INVESTIGATOR SEED GRANT 2 49392 DISSERTATION GRANT 2 8675 PART I, LINE 2: BIAA PROVIDES GRANT FUNDING FOR RESEARCH GRANTS TO FIND CURES FOR BRAIN INJURY, UNDERSTANDING THAT FOR SOME PEOPLE, BRAIN INJURY EVOLVES INTO A CHRONIC HEALTH CONDITION THAT CAN CAUSE OR ACCELERATE MULTIPLE DISEASES. BIAA CLOSELY MONITORS THE USE OF ALL GRANT FUNDS. EACH GRANTEE IS REQUIRED TO SUBMIT A PROGRESS REPORT SIX MONTHS AFTER AWARD AND A FINAL REPORT WHICH INCLUDES A SCIENTIFIC AND A FINANCIAL PORTION. IF THE FINAL REPORT IS NOT RECEIVED, THE FINAL PAYMENT WILL NOT BE DISBURSED UNTIL ALL REPORTING REQUIREMENTS HAVE BEEN MET. THIS PROCESS IS MONITORED AND REVIEWED BY THE BIAA'S RESEARCH COMMITTEE FOR AWARD STATUS AND COMPLIANCE. X X 0 0 0 1 0 0 0 0 0 SUSAN H CONNORS PRESIDENT/CEO (THROUGH 12/31/22) 240143 0 28000 0 0 0 16649 0 11133 0 295925 0 0 0 MARY S REITTER CAE EXECUTIVE VP & COO 162763 0 3000 0 0 0 10072 0 12261 0 188096 0 0 0 PART I, LINE 3 THE CEO RECEIVES AN ANNUAL BONUS THAT IS CONTINGENT ON BIAA INCREASING REVENUE OTHER THAN BEQUESTS BY 10%, TOTAL GROWTH IN THE APPLICATION AND RENEWAL FEES, AND OTHER NON-REVENUE BASED MEASURES. PART I, LINE 5 THE CEO RECEIVES AN ANNUAL BONUS THAT IS CONTINGENT ON BIAA INCREASING REVENUE OTHER THAN BEQUESTS BY 10%, TOTAL GROWTH IN THE APPLICATION AND RENEWAL FEES, AND OTHER NON-REVENUE BASED MEASURES. FORM 990, PART VI, SECTION B, LINE 11B THE BIAA BOARD OF DIRECTORS, FINANCE AND AUDIT COMMITTEE AND MANAGEMENT RECEIVE A COPY OF THE IRS FORM 990 AND REVIEW IT PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C BOARD OF DIRECTORS AND STAFF ARE REQUIRED TO ABIDE BY BIAA'S CONFLICT OF INTEREST POLICY. DIRECTORS ARE REQUIRED TO SIGN THE CONFLICT OF INTEREST FORM ANNUALLY AT THE FIRST MEETING OF THE FISCAL YEAR AND STAFF ARE REQUIRED TO SIGN THE FORM AT THE BEGINNING OF THE FISCAL YEAR. BOARD MEMBERS REFRAIN FROM VOTING WHERE THERE IS PERCEIVED OR ACTUAL CONFLICT OF INTEREST. BOARD MEMBERS ARE REQUIRED TO REPORT CONFLICTS OF INTEREST WHEN ISSUES ARE BEFORE THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE PRESIDENT/CEO AND OTHER KEY EMPLOYEES IS APPROVED BY THE BOARD OF DIRECTORS ANNUALLY. COMPENSATION OF THE CHIEF OPERATING OFFICER IS APPROVED BY THE PRESIDENT/CEO BASED ON A BUDGET FOR EMPLOYEE COMPENSATION THAT HAS BEEN APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 BIAA MAKES ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC UPON WRITTEN REQUEST. FORM 990, PART IX, LINE 11G PROGRAM CONSULTANTS: DATABASE: PROGRAM SERVICE EXPENSES 7,010. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 475. TOTAL EXPENSES 7,485. RECRUITING SERVICES: PROGRAM SERVICE EXPENSES 73,820. MANAGEMENT AND GENERAL EXPENSES 14,294. FUNDRAISING EXPENSES 12,167. TOTAL EXPENSES 100,281. TEMPORARY SERVICES: PROGRAM SERVICE EXPENSES 33,102. MANAGEMENT AND GENERAL EXPENSES 1,440. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 34,542. RESEARCH: PROGRAM SERVICE EXPENSES 37,215. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 37,215. EDITORIAL SERVICES: PROGRAM SERVICE EXPENSES 14,584. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14,584. GENERAL CONSULTATION: PROGRAM SERVICE EXPENSES 297,499. MANAGEMENT AND GENERAL EXPENSES 6,449. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 303,948. DESIGN SERVICES: PROGRAM SERVICE EXPENSES 16,814. MANAGEMENT AND GENERAL EXPENSES 1. FUNDRAISING EXPENSES 5,445. TOTAL EXPENSES 22,260. PAYROLL PROCESSING: PROGRAM SERVICE EXPENSES 3,774. MANAGEMENT AND GENERAL EXPENSES 768. FUNDRAISING EXPENSES 648. TOTAL EXPENSES 5,190. FORM 990, PART XII, LINE 2C: BIAA'S FINANCE AND AUDIT COMMITTEE HAS RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF THE INDEPENDENT AUDITORS.