2024-09-19T14:20:58-05:00 2023-12-31 991856619 GRANT THORNTON ADVISORS LLC 1000 WILSON BOULEVARD SUITE 1500 ARLINGTON VA 22209 990 2023-01-01 131846366 MARCH OF DIMES INC MARC 8886634637 1550 CRYSTAL DRIVE 1300 ARLINGTON VA 22202 CANDICE CHRISTOPHER CFO 5172573148 2024-09-19 1 0 MARY TORRETTA P00847851 7038477500 2023 2024-08-08 14:25:15Z ELIZABETH CHERLOT MD 1550 CRYSTAL DRIVE 1300 ARLINGTON VA 22202 107818451 0 X WWW.MARCHOFDIMES.ORG X 1938 NY MARCH OF DIMES LEADS THE FIGHT FOR THE HEALTH OF ALL MOMS AND BABIES. 19 19 539 1000000 0 0 104434563 87367774 247741 161778 -768905 333272 1077268 649398 104990667 88512222 5925690 9453287 0 0 56626711 46673560 1782719 1658211 7944206 49254822 37101011 113589942 94886069 -8599275 -6373847 72400131 67854062 80943649 75171319 -8543518 -7317257 X SEE SCHEDULE OMARCH OF DIMES LEADS THE FIGHT FOR THE HEALTH OF ALL MOMS AND BABIES. WE PROVIDE RESEARCH, EDUCATION, ADVOCACY, AND PROGRAMS TO GIVE EVERY FAMILY THE BEST POSSIBLE START. SINCE 1938, WE'VE BUILT A SUCCESSFUL LEGACY TO SUPPORT EVERY PREGNANT PERSON AND EVERY FAMILY. 0 0 53736245 1048961 94466 COMMUNITY COLLABORATION - SEE SCHEDULE OCOMMUNITY COLLABORATIONNICU FAMILY SUPPORTPREGNANCIES DON'T ALWAYS GO AS EXPECTED. THAT'S WHY NICU FAMILY SUPPORT WAS OFFERED IN MORE THAN 70 NICU SITES ACROSS THE US TO OVER 50,000 FAMILIES, PROVIDING FAMILY EDUCATION, STAFF TRAINING ON PATIENT-CENTERED CARE, AND AN IMPROVED PATIENT EXPERIENCE WITH THE SUPPORT OF MARCH OF DIMES EXPERTS. WE ALSO PROVIDED EACH SITE WITH FIVE NEW ELEARNING COURSES, INCLUDING ONE NEW TOPIC FOCUSED ON SUPPORTING NICU MOMS THROUGH THE FOURTH TRIMESTER. MOBILE HEALTH CENTERSTOO MANY PREGNANT PEOPLE DON'T HAVE ACCESS TO CARE. NEARLY 2,000 PATIENTS RECEIVED QUALITY PERINATAL HEALTHCARE THROUGH OVER 4,000 PATIENT VISITS IN MOM & BABY MOBILE HEALTH CENTERS IN THREE SITES. OUR HEALTH CENTERS AIM TO IMPROVE BIRTH OUTCOMES BY ADDRESSING ACCESS ISSUES AND SOCIAL DRIVERS OF HEALTH, WHILE PROVIDING WRAPAROUND CLINICAL AND COMMUNITY SERVICES (E.G. HOUSING, NUTRITION).MOM AND BABY ACTION NETWORK M-BANTOGETHER WE RALLIED OVER 500 ACTIVE PARTICIPANTS WITHIN OUR MOM AND BABY ACTION NETWORK (M-BAN), A CONSORTIUM OF OVER 400 NATIONAL, STATE, AND LOCAL PARTNERS DEDICATED TO ADDRESSING INEQUITIES IN MATERNAL AND INFANT HEALTH THROUGH FIVE SHARED STRATEGIES.COLLECTIVE IMPACTOVER 140 LOCAL ORGANIZATIONS REACHED NEARLY 6,000 PEOPLE THROUGH COLLECTIVE IMPACT (CI), A MODEL FOR SOLVING COMPLEX SOCIAL PROBLEMS. THESE CI ACTIVITIES, MEETINGS, AND CONFERENCES ACROSS THE COUNTRY FOCUS EFFORTS ON KEY DRIVERS AND ROOT CAUSES OF INFANT MORTALITY, PRETERM BIRTH, MATERNAL MORTALITY, AND SEVERE MATERNAL MORBIDITY.MARCH FOR BABIES AND SPECIAL EVENTSOUR FLAGSHIP FUNDRAISING EVENT, MARCH FOR BABIES, BROUGHT TOGETHER MORE THAN 45,000 PARTICIPANTS FROM ACROSS THE COUNTRY TO RAISE $26 MILLION, AND OUR SPECIAL EVENTS RAISED MORE THAN $20 MILLION TO SUPPORT THE MARCH OF DIMES MISSION. 18768419 8404326 22949 RESEARCH - SEE SCHEDULE ORESEARCHWITH 1 IN 10 BABIES BORN TOO SOON EACH YEAR AND TWO WOMEN DYING FROM PREGNANCY AND CHILDBIRTH COMPLICATIONS EVERY DAY, WE CONTINUED TO FUND RESEARCH TO DETERMINE THE CAUSES AND PREVENTIONS OF PRETERM BIRTH AND HELP MORE MOMS HAVE HEALTHY, FULL-TERM PREGNANCIES.BREAKTHROUGHSGROUNDBREAKING STRIDES WERE MADE IN 2023 AT OUR FIVE PREMATURITY RESEARCH CENTERS (PRCS), INCLUDING THE CREATION OF PREDICTIVE MODELS FOR ASSESSING THE RISK OF PRETERM BIRTH, PREECLAMPSIA, AND OTHER COMPLICATIONS WITH UNPARALLELED ACCURACY. ADDITIONALLY, PROMISING INITIAL TRIALS BEGAN FOR A MICROBIOTA SUPPLEMENT TAILORED FOR INDIVIDUALS AT HIGH RISK OF PRETERM BIRTH. OUR TEAMS HAVE ALSO UNDERTAKEN THE DEVELOPMENT OF A COMPREHENSIVE DATABASE TO ILLUMINATE THE INTRICATE CONNECTIONS BETWEEN ENVIRONMENTAL EXPOSURES AND RECURRENT PREGNANCY LOSS AND MISCARRIAGE, PAVING THE WAY FOR TARGETED INTERVENTIONS AND IMPROVED MATERNAL AND INFANT HEALTH OUTCOMES.GRANTS AND AWARDSWE SUPPORT SOME OF THE BRIGHTEST DOCTORS, SCIENTISTS, ACADEMICS, AND COMPUTATIONAL EXPERTS IN THE WORLD THROUGH OUR FOUR RESEARCH GRANTS AND TWO CAREER AWARDS. LAST YEAR, WE AWARDED $5.3 MILLION TO INDIVIDUALS PURSUING TRANSFORMATIVE TRANSLATIONAL DISCOVERIES AIMED AT DRASTICALLY IMPROVING THE HEALTH OF PREGNANT PEOPLE AND THEIR BABIES.NEW RESEARCH CENTER AT UNIVERSITY OF PENNSYLVANIALONGSTANDING RACIAL DISPARITIES MAKE THE US AMONG THE MOST DANGEROUS DEVELOPED NATIONS FOR CHILDBIRTHWHICH IS WHY WE LAUNCHED OUR RESEARCH CENTER FOR ADVANCING MATERNAL HEALTH EQUITY, BASED AT THE UNIVERSITY OF PENNSYLVANIA, TO HELP CLOSE THE HEALTH EQUITY GAP AND IMPROVE BIRTH OUTCOMES.PODCASTWE LAUNCHED OUR FIRST EVER RESEARCH-BASED PODCAST, MODCAST, WHICH BRINGS SCIENTISTS, DOCTORS, DONORS, AND FAMILIES BEHIND THE LABORATORY DOORS FOR A FASCINATING LOOK INTO THE SCIENCE THAT IS CHANGING, STUDY BY STUDY, THE STORY OF MOMS AND BABIES IN THE US. IT HAD 1,000 DOWNLOADS IN THE FIRST SIX MONTHS, AND WAS RANKED IN THE TOP 100 LIFE SCIENCE PODCASTS WORLDWIDE.INNOVATION FUNDWE CONTINUED OUR COMMITMENT TO FIGHT FOR FAMILIES WITH THE MARCH OF DIMES INNOVATION FUND, A VENTURE PHILANTHROPY INITIATIVE TO INVEST DONATED FUNDS IN EARLY-STAGE COMPANIES WORKING TO ADDRESS THE MOST PRESSING MATERNAL AND INFANT HEALTH CHALLENGES. SINCE LAUNCHING, WE'VE RAISED $6.75 MILLION FOR THE FUND AND ENGAGED WITH A TOTAL OF 320 COMPANIES OF INTEREST. WE EVALUATED A NUMBER OF ORGANIZATIONS LAST YEAR AND CHOSE TWO TO INVEST IN, BRINGING OUR TOTAL TO THREE PORTFOLIO COMPANIES. 3492992 0 37682 PROGRAMS, EDUCATION, AND ADVOCACY - SEE SCHEDULE O EDUCATION AND ADVOCACYPROFESSIONAL TRAININGOUR PROFESSIONAL EDUCATION TEAM IGNITED NECESSARY CHANGE BY DELIVERING 11,626 IMPLICIT BIAS TRAINING SEATS TO HEALTHCARE PROFESSIONALS (INCLUDING 652 STUDENTS), WITH 98% CONFIRMING THE TRAINING MET ITS OBJECTIVES AND 93% SAYING IT WILL BENEFIT THEIR PRACTICE. THEY ALSO DELIVERED 12,604 SEATS OF OTHER PROFESSIONAL EDUCATION TRAININGS. WITH CDC FUNDING, OVER 1,000 HEALTHCARE PROFESSIONALS NATIONWIDE RECEIVED FREE BEYOND LABELS TRAINING ON REDUCING STIGMA RELATED TO MATERNAL MENTAL HEALTH AND SUBSTANCE USE DISORDER. THIS CONTRIBUTED TO TRAINING 24,230 HEALTHCARE PROFESSIONALS IN 2023.SUPPORTIVE PREGNANCY CAREPRENATAL CARE, EDUCATION, AND SOCIAL SUPPORT ARE PREGNANCY ESSENTIALS AND WE CONTINUED BRINGING THEM WHERE THEY WERE MOST NEEDED WITH SUPPORTIVE PREGNANCY CARE, ADDING NINE NEW SITES FOR A TOTAL OF 44 ACTIVE GROUP PRENATAL CARE PROGRAMS ACROSS THE COUNTRY. FORTY-EIGHT PROFESSIONALS WERE TRAINED AT FIVE OF THE NEW SITES IN 2023, WITH ADDITIONAL TRAININGS AND NEW SITES SCHEDULED TO ONBOARD IN 2024.IT STARTS WITH MOMOUR CONSUMER EDUCATION PLATFORM, IT STARTS WITH MOM, EXPANDED ITS REACH TO HELP EVEN MORE WOMEN IN NEED, WITH PUBLICATIONS AVAILABLE IN BOTH SPANISH AND ENGLISH. THE IT STARTS WITH MOM LIVE WEBINARS RECEIVED OVER 778,000 VIEWSA 200% INCREASE FROM 2022. ITSTARTSWITHMOM.ORG ALSO RECEIVED OVER 11,300 VISITS.OUR REPORTSAS THE LEADING NONPROFIT VOICE IN MATERNAL AND INFANT HEALTH, OUR REPORTS HIGHLIGHT KEY MARKERS TO CONVEY THE REALITY OF THE UNACCEPTABLE OUTCOMES WE SEE IN THIS COUNTRY. THE 2023 MARCH OF DIMES REPORT CARD SHOWED THE US PRETERM BIRTH RATE REMAINS AT A DECADE-LONG HIGH, EARNING THE NATION A D+ GRADE FOR THE SECOND CONSECUTIVE YEAR. IT RECEIVED MORE THAN 450 MEDIA PLACEMENTS RESULTING IN NEARLY 2.1 BILLION MEDIA IMPRESSIONS AND AN INCREASE IN WEB TRAFFIC VOLUME. ONE FACTOR IN THE MATERNAL AND INFANT HEALTH CRISIS IS THAT OVER 5.6 MILLION WOMEN OF CHILDBEARING AGE IN THE US LIVE IN COUNTIES WITH LIMITED OR NO ACCESS TO MATERNITY CARE. THE FIRST PUBLICATION OF OUR WHERE YOU LIVE MATTERS: MATERNITY CARE DESERTS AND THE CRISIS OF ACCESS REPORT PROVIDED A DEEPER LOOK AT ACCESS TO MATERNITY CARE IN ALL 50 STATES, PUERTO RICO, AND WASHINGTON, DC, RESULTING IN 182,054 PAGE VIEWS AND SECURING 2,879 MEDIA PLACEMENTS, LEADING TO 3.5 BILLION IMPRESSIONS.LEGISLATIVE WINSTHROUGHOUT THE YEAR WE ADVOCATED FOR FAMILIES THROUGH CAMPAIGNS LIKE MARCH FOR CHANGE, WITH 74 STATE BILLS SIGNED INTO LAW. A MAJOR POLICY WIN THAT RESULTED FROM OUR LOBBYING WAS THE EXTENSION OF MEDICAID POSTPARTUM COVERAGE TO 12 MONTHS IN 47 STATES AND WASHINGTON, DC.AT THE FEDERAL LEVEL, WE SUCCESSFULLY LEAD EFFORTS TOWARD THE STRONG BIPARTISAN PASSAGE OF OUR TOP LEGISLATIVE PRIORITIES THE PREEMIE REAUTHORIZATION ACT AND THE PREVENTING MATERNAL DEATHS REAUTHORIZATION ACT. WE ALSO ADVOCATED FOR CRITICAL LEGISLATION ON STILLBIRTH PREVENTION THE MATERNAL AND CHILD HEALTH STILLBIRTH PREVENTION ACT AND THE SHINE FOR AUTUMN ACT.ADVOCACY NETWORKOUR ADVOCACY NETWORK IS AN ESSENTIAL TOOL FOR EVERYONE TO USE THEIR VOICE TO HELP US FIGHT FOR FAMILIES. THROUGH THE NETWORK, ADVOCATES RECEIVE ACTION ALERTS AND UP-TO-DATE INFORMATION ON LAWS AND POLICIES THAT WILL HELP IN THEIR COMMUNITIES. IN 2023, WE INCREASED THE NETWORK BY NEARLY 8% WITH 46,899 ADVOCATES AND 120,000 TOTAL ACTIONS TAKEN, WITH 14,413 ADVOCATES WHO CONTACTED OFFICIALS AND 119,317 TOTAL ACTIONS TAKEN. 75997656 1 0 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 1 1 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 301 0 1 539 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 19 19 0 0 1 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AK AR CA CO CT DC FL GA HI IL KS KY ME MD MA MI MN MS NV NH NJ NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI X X CANDICE CHRISTOPHER 5712573148 1550 CRYSTAL DRIVE SUITE 1300 ARLINGTON VA 22202 ELIZABETH K CHEROT CMO (END 7/23); PRES/CEO (BEG 7/23) 40.00 0.00 X 439334 0 13200 KELLY ERNST SVP, MARKET IMPACT 40.00 0.00 X 331364 0 46698 ADRIAN P MOLLO SVP, GEN. COUNSEL & ASST. SECRETARY 40.00 0.00 X 322890 0 46307 FREDERICK A BROGDON SVP & CHIEF OPERATING OFFICER 40.00 0.00 X 332674 0 14605 STACEY D STEWART FORMER PRESIDENT & CEO 0.00 0.00 X 322280 0 18129 DEIRDRE MALONEY VP, HUMAN RESOURCES 40.00 0.00 X 271643 0 48696 CYNTHIA H RAHMAN SVP, CHIEF MARKETING OFFICER 40.00 0.00 X 305469 0 10894 ALISON A SPERA VP, MARKET IMPACT 40.00 0.00 X 249528 0 41660 HEATHER J MARTIN VICE PRESIDENT OPERATIONS 40.00 0.00 X 200878 0 39660 ROCHELLE S SIEGEL SR. EXEC. DIR MKT IMPACT (END 12/23) 40.00 0.00 X 216564 0 17671 KARYN L DEMARTINI VP, MAJOR, PRINCIPAL & PLANNED GIVING 40.00 0.00 X 187915 0 42231 KAREN W JOHNSON INTERIM PRES. & CEO (1/23 - 7/23) 40.00 0.00 X 174458 0 6542 CANDICE CHRISTOPHER CFO (BEG 06/23) 40.00 0.00 X 157516 0 0 SHARON MILLS HIGGINS CHAIR 6.00 0.00 X X 0 0 0 WILLIAM A FITZGERALD VICE CHAIR 2.00 0.00 X X 0 0 0 PHYLLIS A DENNERY MD VICE CHAIR 1.00 0.00 X X 0 0 0 DAVID L LAKEY MD VICE CHAIR (END 06/23) 1.00 0.00 X X 0 0 0 ANDREW J DAHLE TREASURER (BEG 06/23) 3.00 0.00 X X 0 0 0 SUE SCHICK SECRETARY 3.00 0.00 X X 0 0 0 JUDY L ASCHNER MD TRUSTEE 1.00 0.00 X 0 0 0 AMY L CASSERI TRUSTEE 1.00 0.00 X 0 0 0 JAY S GREENSPAN MD TRUSTEE 1.00 0.00 X 0 0 0 DOUGLAS D HAWTHORNE TRUSTEE 1.00 0.00 X 0 0 0 ELLEN KELSAY TRUSTEE (BEG 06/23) 1.00 0.00 X 0 0 0 TONYA LEWIS LEE TRUSTEE 1.00 0.00 X 0 0 0 JUDETTE LOUIS MD TRUSTEE 1.00 0.00 X 0 0 0 AUSTIN PITTMAN TRUSTEE (BEG 06/23) 1.00 0.00 X 0 0 0 JUAN SALGADO - MORALES FACOG MD TRUSTEE 1.00 0.00 X 0 0 0 MUHAMMAD SHAHZAD TRUSTEE 1.00 0.00 X 0 0 0 TIM SPILKER TRUSTEE (BEG 06/23) 2.00 0.00 X 0 0 0 ELLEN STANG MD TRUSTEE 1.00 0.00 X 0 0 0 LORNA STREET TRUSTEE (END 02/23) 1.00 0.00 X 0 0 0 BRIAN THOMPSON MD TRUSTEE 1.00 0.00 X 0 0 0 SANDY TORCHIA TRUSTEE (BEG 06/23) 1.00 0.00 X 0 0 0 EVERETT B WARD TRUSTEE (END 05/23) 1.00 0.00 X 0 0 0 3512513 0 346293 82 1 1 0 TRUE NORTH INC 515 MADISON AVENUE NEW YORK NY 10022 ADVERTISING 3539990 EDGE DIRECT LLC PO BOX 840 TULSA OK 741010840 ADVERTISING 1497145 CDR FUNDRAISING GROUP (DDTV) PO BOX 279 LANHAM MD 20706 DEVELOP & AIR TIME 938610 BRG COMMUNICATIONS INC 201 N UNION STREET ALEXANDRIA VA 22314 STRATEGIC MARKETING 546294 M&R STRATEGIC SERVICES INC 1101 17TH STREET NW WASHINGTON DC DC 20036 DIGITAL MARKETING STRATEGY 496848 21 85957 41707692 1361912 44212213 360087 87367774 PROGRAM SPONSORSHIP 900099 161778 161778 161778 328773 328773 314219 314219 13757693 13753194 4499 4499 4499 5456017 41707692 5456017 0 64225 97018 -32793 -32793 UNCLAIMED PROPERTY 900099 248505 248505 CLAIMS SETTLEMENTS 900099 105848 105848 GRANT REFUNDS 900099 26112 26112 0 -12493 -12493 367972 88512222 155097 0 989351 X 7724666 7724666 1200 1200 1727421 1727421 2201951 2086258 39714 75979 344795 326679 6219 11897 33762704 31988766 608945 1164993 1072434 488130 404903 179401 6694645 3047142 2527599 1119904 2597031 1182067 980523 434441 499184 499184 374801 374801 130050 130050 1658211 1658211 483491 483491 10198215 9614227 583988 2052936 117365 1885335 50236 14022401 10678172 711756 2632473 2760938 1999858 687394 73686 909664 771571 93647 44446 440897 437881 3016 434664 308951 115914 9799 129216 93507 32304 3405 EQUIPMENT AND FURNITURE 2465222 1814873 579193 71156 OTHER EXPENSES 563764 407529 149091 7144 LOCKBOX FEE 503981 184260 18017 301704 TELECOMMUNICATION 333969 243574 77558 12837 797618 623509 81615 92494 94886069 75997656 10944207 7944206 X 16226879 811344 2432409 12983126 3622282 4275310 3044646 2251879 6556181 8348690 0 1500014 525334 448500 1280483 1502782 22513728 19949895 2706473 2563833 31694266 25163730 0 0 0 0 22970466 21799324 72400131 67854062 7202698 5282047 952441 3458265 3082766 1923611 69705744 64507396 80943649 75171319 X -40268837 -38975562 31725319 31658305 -8543518 -7317257 72400131 67854062 X -6373847 3873056 3727052 X 0 1 X 1 1 1 X 118932931 96801387 100144706 104434563 87367774 507681361 118932931 96801387 100144706 104434563 87367774 507681361 507681361 1243720 3342311 2829005 535980 642992 8594008 11746380 2160260 3048154 9736685 5823989 32515468 548790837 1572863 0.92510 0.92280 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: GAMING ACTIVITIES - 2019 AMOUNT: $ 68,095. 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 0. 2022 AMOUNT: $ 0. 2023 AMOUNT: $ 0. FUNDRAISING - 2019 AMOUNT: $ 10,928,230. 2020 AMOUNT: $ 1,519,581. 2021 AMOUNT: $ 2,886,564. 2022 AMOUNT: $ 9,004,298. 2023 AMOUNT: $ 5,456,017. PLEDGE DISCOUNT - 2019 AMOUNT: $ 239,372. 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 0. 2022 AMOUNT: $ 0. 2023 AMOUNT: $ 0. GRANT REFUNDS - 2019 AMOUNT: $ 377,137. 2020 AMOUNT: $ 21,107. 2021 AMOUNT: $ 22,301. 2022 AMOUNT: $ 139,505. 2023 AMOUNT: $ 26,112. ALL OTHER REVENUE - 2019 AMOUNT: $ 133,546. 2020 AMOUNT: $ 619,572. 2021 AMOUNT: $ 139,289. 2022 AMOUNT: $ 592,882. 2023 AMOUNT: $ 341,860. 0 0 0 1 1 1 374 1 9584 1 13089 0 1 37685 1 13843 1 357742 432317 0 PART II-B, LINE 1: AT THE FEDERAL LEVEL AND IN EACH STATE, THE DISTRICT OF COLUMBIA, AND PUERTO RICO, MARCH OF DIMES STAFF AND VOLUNTEERS WORK TO INFLUENCE BOTH LEGISLATIVE AND REGULATORY ACTIVITIES, SERVING AS POWERFUL VOICES FOR THE NEEDS OF PREGNANT WOMEN, INFANTS, CHILDREN, AND FAMILIES. OUR EFFORTS SPAN THE FULL RANGE OF OUR ANNUAL ADVOCACY AND GOVERNMENT AFFAIRS PRIORITIES, INCLUDING: ACCESS TO QUALITY AND AFFORDABLE HEALTH CARE FOR ALL WOMEN, CHILDREN AND FAMILIES; RESEARCH AND SURVEILLANCE IMPACTING THE HEALTH OF MOMS AND INFANTS; PREVENTION AND EDUCATION; AND ISSUES IMPORTANT TO TAX-EXEMPT ORGANIZATIONS. IN EACH OF THESE AREAS, WE BUILD AND MAINTAIN STRONG BIPARTISAN RELATIONSHIPS WITH MEMBERS OF CONGRESS, ADMINISTRATION OFFICIALS, AND STATE GOVERNMENT OFFICIALS. OUR POLICY PRIORITIES ARE GUIDED BY THE NATIONAL BOARD OF TRUSTEES AND APPROVED ANNUALLY. MARCH OF DIMES PARTICIPATES IN HEALTH-RELATED COALITIONS WITH PARTNERS EMBRACING SIMILAR PRIORITIES, AND UTILIZE CONTRACTUAL CONSULTANTS IN KEY STATES TO ASSIST IN MOVING KEY POLICIES FORWARD. WE PROVIDE PUBLIC POLICY RESEARCH THAT IS EVIDENCE BASED TO DEVELOP POLICY POSITION STATEMENTS, FACTSHEETS, ISSUE BRIEFS AND TESTIMONY WHEN SUPPORTING OR OPPOSING SPECIFIC LEGISLATION. WE MAINTAIN A DIGITAL ADVOCACY ACTION CENTER FOR GRASSROOTS EFFORTS THAT ALLOWS VOLUNTEERS TO ENGAGE WITH ELECTED OFFICIALS AT THE FEDERAL AND STATE LEVEL ON KEY MARCH OF DIMES ISSUES. 1481849 211865 1693714 1848997 -289155 77993 1481849 1651194 24700 270419 97316 1848997 1445798 203000 162276 159880 1651194 1222910 3000 295825 75937 1445798 0.82000 0.18000 0 0 37210 28208 9002 4281848 3602148 679700 18194670 16319539 1875131 2563833 ASSETS HELD IN TRUSTS BY OTHERS 10793370 RIGHT OF USE ASSET 11005954 21799324 ACCRUED PENSION & POSTRET. BENEFIT 52424864 LEASE LIABILITY-NON CURRENT 12082532 64507396 X 95733282 3873056 7425 3727052 7607533 88125749 483491 -97018 386473 88512222 94507021 7425 7425 94499596 483491 -97018 386473 94886069 PART V, LINE 4: INTENDED USE OF ENDOWMENT MARCH OF DIMES' POLICY IS TO USE THE ENDOWMENT ASSETS TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY THE ENDOWMENT, PRINCIPALLY RESEARCH, WHILE SEEKING TO PROTECT THE ORIGINAL VALUE OF THE GIFT. MARCH OF DIMES FOLLOWS THE NEW YORK PRUDENT MANAGEMENT OF INSTITUTIONAL FUNDS ACT (NYPMIFA). PART X, LINE 2: LIABILITY FOR UNCERTAIN TAX POSITIONS THE ORGANIZATION FOLLOWS GUIDANCE THAT CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, INCLUDING ISSUES RELATED TO FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT. THIS GUIDANCE PROVIDES THAT THE TAX EFFECTS FROM AN UNCERTAIN TAX POSITION CAN ONLY BE RECOGNIZED IN THE FINANCIAL STATEMENTS IF THE POSITION IS "MORE-LIKELY-THAN-NOT" TO BE SUSTAINED IF THE POSITION WERE TO BE CHALLENGED BY A TAXING AUTHORITY. THE ASSESSMENT OF THE TAX POSITION IS BASED SOLELY ON THE TECHNICAL MERITS OF THE POSITION, WITHOUT REGARD TO THE LIKELIHOOD THAT THE TAX POSITION MAY BE CHALLENGED. THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER IRC SECTION 501(C)(3), THOUGH IT IS SUBJECT TO TAX ON INCOME UNRELATED TO ITS EXEMPT PURPOSE, UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE CODE. THE ORGANIZATION HAS PROCESSES PRESENTLY IN PLACE TO ENSURE THE MAINTENANCE OF ITS TAX-EXEMPT STATUS; TO IDENTIFY AND REPORT UNRELATED INCOME; TO DETERMINE ITS FILING AND TAX OBLIGATIONS IN JURISDICTIONS FOR WHICH IT HAS NEXUS; AND TO IDENTIFY AND EVALUATE OTHER MATTERS THAT MAY BE CONSIDERED TAX POSITIONS. THE ORGANIZATION HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: PENSION AND POSTRETIREMENT COSTS OTHER THAN NET PERIODIC BENEFIT COSTS 3,727,052. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -97,018. PART XII, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -97,018. 1 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTMAKING RESEARCH & MEDICAL 1617421 MIDDLE EAST AND NORTH AFRICA 0 0 GRANTMAKING RESEARCH & MEDICAL 100000 NORTH AMERICA 0 0 GRANTMAKING RESEARCH & MEDICAL 10000 0 0 0 0 0 0 1727421 0 1727421 EUROPE (INCLUDING ICELAND & GREENLAND) RESEARCH & MEDICAL 1617421 WIRE 0 MIDDLE EAST AND NORTH AFRICA RESEARCH & MEDICAL 100000 WIRE 0 NORTH AMERICA RESEARCH & MEDICAL 10000 WIRE 0 3 0 0 0 0 0 0 0 PART I, LINE 2: GRANT MAKING AND GRANT MONITORING PROCEDURES GRANTEES ARE AWARDED BY COMMITTEES BASED ON VARIOUS FACTORS AND ARE RANKED USING A SCORING SYSTEM. THE COMMITTEE MEMBERS CONSIST PRIMARILY OF VOLUNTEERS WHO ARE QUALIFIED TO EVALUATE THE MERITS OF THE GRANT APPLICATIONS. ONCE SELECTED, GRANTEES ARE REQUIRED TO SUBMIT INTERIM ACCOUNTING REPORTS AS WELL AS A FINAL ACCOUNTING OF ALL EXPENDITURES, DELIVERABLES AND RESULTS, DURING AND 90 DAYS AFTER THE TERMINATION OF THE GRANT. REFER TO THE WEBSITE FOR FURTHER INFORMATION: HTTPS://WWW.MARCHOFDIMES.ORG/RESEARCH/RESEARCH-GRANTS.ASPX# PART I, LINE 3: ACCOUNTING METHOD USED GRANT MAKING IS REPORTED ON THE ACCRUAL METHOD. X X X X X X X 1 EDGE DIRECT LLC 3030 WATERVIEW AVENUE BALTIMORE MD 21230 FUNDRAISING CONSULTANT 1 19980260 1045000 18935260 INFOCISION MGMT CORP 325 SPRINGSIDE DRIVE AKRON OH 44333 TELEMARKETING SERVICES 1 659430 295229 364201 M&R STRATEGIC SERVICES INC 1101 CONNECTICUT AVE NW SUITE 70 WASHINGTON DC 20036 FUNDRAISING CONSULTANT 1 547143 317982 229161 21186833 1658211 19528622 AR CA CO CT FL GA HI IL KS KY LA ME MD MA MI MN MS NV NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI MARCH/WALK 26179611 24366181 1813430 1148258 48728 102862 513582 SPECIAL EVENTS 20984098 17341511 3642587 1942026 976440 142616 581505 47163709 41707692 5456017 3090284 1025168 245478 1095087 5456017 0 SCHEDULE G, PART I, LINE 2B FUNDRAISING ACTIVITIES THE FOLLOWING FUNDRAISING FEE ARRANGEMENTS WERE MADE BETWEEN THOSE FUNDRAISERS LISTED ON SCHEDULE G, PART I AND THE ORGANIZATION: 1. INFOCISION MANAGEMENT CORP - PAID BY THE HOUR AS WELL AS BY THE ACTUAL NUMBER OF DONATIONS RECEIVED. 2. M&R STRATEGIC SERVICES, INC - THE RETAINER THE ORGANIZATION PAYS INCLUDES THE OUTSOURCING OF OUR EMAIL MARKETING PROGRAM AMONG OTHER SERVICES. 3. EDGE DIRECT, LLC (DOING BUSINESS AS BARTON COTTON) - PAID A CONSULTING FEE AS WELL AS A PASS THROUGH ON THE EXPENSES OF POSTAGE, ENVELOPES, AND OTHER MAILING MATERIALS. SCHEDULE G, PART I, LINE 2B EDGE DIRECT, LLC IS A COLLABORATOR THAT HELPS DRIVE THE ORGANIZATION'S DIRECT RESPONSE MARKETING. THE GROSS RECEIPTS REPORTED REPRESENT AN ALLOCABLE PORTION OF THE ORGANIZATION'S TOTAL DIRECT RESPONSE REVENUE. 1 THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA 3451 WALNUT STREET P221 FRANKLIN BUILDING PHILADELPHIA PA 191046205 231352685 501(C)(3) 1041667 0 RESEARCH & MEDICAL STANFORD UNIVERSITY SCHOOL OF MEDICINE PO BOX 44253 STANFORD UNIVERSITY LOCKBOX SAN FRANCISCO CA 941444253 941156365 501(C)(3) 1000000 0 RESEARCH & MEDICAL CINCINNATI CHILDREN'S HOSPITAL MED CTR 3333 BURNET AVENUE MLC 7030 CINCINNATI OH 452293039 310833936 501(C)(3) 950000 0 RESEARCH & MEDICAL THE REGENTS OF THE UNIVERSITY OF CALIFORNIA PO BOX 748872 LOS ANGELES CA 900744872 946036493 501(C)(3) 680000 0 RESEARCH & MEDICAL WEILL MEDICAL COLLEGE OF CORNELL UNIVERSITY PO BOX 22371 NEW YORK NY 100872371 131623978 501(C)(3) 500000 0 RESEARCH & MEDICAL DUKE UNIVERSITY PO BOX 602651 CHARLOTTE NC 28260 560532129 501(C)(3) 250000 0 RESEARCH & MEDICAL VIRGINIA COMMONWEALTH UNIVERSITY PO BOX 843039 RICHMOND VA 23284 546001758 501(C)(3) 200000 0 RESEARCH & MEDICAL UNIVERSITY OF MASSACHUSETTS CHAN MEDICAL SCHOOL 55 LAKE AVENUE NORTH WORCESTER MA 01655 043167352 501(C)(3) 200000 0 RESEARCH & MEDICAL UNIVERSITY OF COLORADO DENVER PO BOX 910238 DENVER CO 802910238 846000555 501(C)(3) 200000 0 RESEARCH & MEDICAL THE OHIO STATE UNIVERSITY PO BOX 772398 DETROIT MI 482772398 316025986 501(C)(3) 200000 0 RESEARCH & MEDICAL JOHNS HOPKINS UNIVERSITY 3910 KESWICK ROAD BALTIMORE MD 21211 520595110 501(C)(3) 200000 0 RESEARCH & MEDICAL CHILDREN'S HOSPITAL OF PHILADELPHIA RESEARCH INSTITUTE PO BOX 8500 PHILADELPHIA PA 191781457 231352166 501(C)(3) 200000 0 RESEARCH & MEDICAL DIMENSION HEALTH CORPORATION 901 HARRY S TRUMAN DRIVE N OFFICE H-3-S-210 LARGO MD 20774 521289729 501(C)(3) 178169 0 COMMUNITY WASHINGTON UNIVERSITY CAMPUS BOX 1034 700 ROSEDALE AVE ST LOUIS MO 63112 430653611 501(C)(3) 150000 0 RESEARCH & MEDICAL MAYO CLINIC PO BOX 860334 MINNEAPOLIS MN 55486 416011702 501(C)(3) 150000 0 RESEARCH & MEDICAL ICAHN SCHOOL OF MEDICINE AT MT SINAI ONE GUSTAVE LEVY PLACE BOX 1500 NEW YORK NY 10029 136171197 501(C)(3) 150000 0 RESEARCH & MEDICAL NEW YORK PRESBYTERIAN FUND INC 850 THIRD AVENUE 12TH FLOOR NEW YORK NY 10022 133160356 501(C)(3) 144077 0 COMMUNITY THE CURATORS OF THE UNIVERSITY OF MISSOURI 115 BUSINESS LOOP 70 W MIZZOU NORTH COLUMBIA MO 65211 436003859 501(C)(3) 125000 0 RESEARCH & MEDICAL CHILDREN'S MINNESOTA FOUNDATION 5901 LINCOLN DRIVE EDINA MN 55436 411814223 501(C)(3) 109012 0 COMMUNITY BOSTON MEDICAL CENTER CORPORATION ONE BOSTON MEDICAL CENTER PLACE BOSTON MA 02118 043314093 501(C)(3) 100000 0 RESEARCH & MEDICAL OHIOHEALTH FOUNDATION 3430 OHIOHEALTH PARKWAY 3RD FLOOR COLUMBUS OH 43202 237446919 501(C)(3) 97770 0 COMMUNITY UNIVERSITY OF PITTSBURGH 500 ROSS STREET 154-0455 PITTSBURGH PA 152620001 250965591 501(C)(3) 88363 0 RESEARCH & MEDICAL OREGON HEALTH & SCIENCE UNIVERSITY 3181 SW SAM JACKSON PARK ROAD PORTLAND OR 97239 931176109 501(C)(3) 75046 0 COMMUNITY HUMC FOUNDATION 343 THORNALL ST 7TH FLOOR EDISON NJ 08837 222339534 501(C)(3) 75000 0 COMMUNITY BANNNER - UNIVERSITY MEDICAL CENTER PHOENIX 1111 E MCDOWELL ROAD - 2ND FLOOR ADMIN PHOENIX AZ 85006 942545356 501(C)(3) 52000 0 COMMUNITY NORTH BROWARD HOSPITAL DISTRICT 1800 NW 49TH STREET FORT LAUDERDALE FL 33309 596012065 501(C)(3) 51896 0 COMMUNITY HARRIS HEALTH SYSTEM 4800 FOURNACE PLACE BELLAIRE TX 77401 741536936 501(C)(3) 51000 0 COMMUNITY WOLOMI LLC 1629 K ST NW SUITE 300 WASHINGTON DC 20006 834334414 50000 0 COMMUNITY THOMAS JEFFERSON UNIVERSITY 1101 MARKET STREET 29TH FLOOR PHILADELPHIA PA 19107 231352651 501(C)(3) 50000 0 RESEARCH & MEDICAL SSM CARDINAL GLENNON CHILDREN'S HOSPITAL - ST LOUIS 1465 S GRAND BLVD SAINT LOUIS MO 631041095 430738490 501(C)(3) 48840 0 COMMUNITY CHILDREN'S MEMORIAL HERMANN HOSPITAL 6411 FANNIN ST H8001 HOUSTON TX 77030 741152597 501(C)(3) 46883 0 COMMUNITY SPARTANBURG MEDICAL CENTER 101 E WOOD STREET SPARTANBURG SC 29303 571075649 501(C)(3) 39000 0 COMMUNITY PUSH BIRTH PARTNERS PO BOX 1842 PEARLAND TX 77588 850924351 501(C)(3) 38080 0 COMMUNITY ALPHA PHI ALPHA FRATERNITY INC 2313 ST PAUL STREET BALTIMORE MD 21218 362105176 501(C)(7) 33464 0 COMMUNITY AMERICAN INSTITUTE OF BIOLOGICAL SCIENCES 950 HERNDON PARKWAY HERNDON VA 20170 530220853 501(C)(3) 32849 0 RESEARCH & MEDICAL ZETA PHI BETA SORORITY (WA) 1734 NEW HAMPSHIRE AVENUE NW WASHINGTON DC 20009 530261012 501(C)(7) 30063 0 COMMUNITY SOCIETY FOR REPRODUCTIVE INVESTIGATION FOUNDATION 555 EAST WELLS STREET SUITE 1100 MILWAUKEE WI 53202 952293816 501(C)(3) 20000 0 RESEARCH & MEDICAL CHILDREN'S HOSPITAL OF MICHIGAN 3901 BEAUBIEN STREET DETROIT MI 48201 272845064 501(C)(3) 18402 0 COMMUNITY SAN ANTONIO BLACK DOULA COLLECTIVE 830 NORTH BLVD UNIVERSITY CITY TX 78148 853528617 501(C)(3) 16400 0 COMMUNITY HARMONIOUS BIRTHING LLC 12510 SILVERSTREAM COURT HOUSTON TX 77014 851871867 11785 0 COMMUNITY AMERICAN SOCIETY FOR REPRODUCTIVE IMMUNOLOGY (ASRI) 6524 SW 61ST TERRACE MIAMI FL 33143 133390665 501(C)(3) 10000 0 RESEARCH & MEDICAL LEGACY COMMUNITY HEALTH SERVICES PO BOX 66308 HOUSTON TX 772666308 760009637 501(C)(3) 9245 0 COMMUNITY WESTCHESTER MEDICAL CENTER FOUNDATION 100 WOODS ROADS ROAD VALHALLA NY 10595 134095845 501(C)(3) 7500 0 COMMUNITY HELUNA HEALTH 13300 CROSSROADS PARKWAY NORTH CITY OF INDUSTRY CA 91746 952557063 501(C)(3) 7000 0 COMMUNITY EARTH'S NATURAL TOUCH BIRTH CARE AND BEYOND PO BOX 1531 BRIDGEPORT CT 06602 814783150 5650 0 COMMUNITY 40 5 PART I, LINE 2: GRANT MONITORING PROCEDURES GRANTEES ARE AWARDED BY COMMITTEES BASED ON VARIOUS FACTORS AND ARE RANKED USING A SCORING SYSTEM. THE COMMITTEE MEMBERS CONSIST PRIMARILY OF VOLUNTEERS WHO ARE QUALIFIED TO EVALUATE THE MERITS OF THE GRANT APPLICATIONS. ONCE SELECTED, GRANTEES ARE REQUIRED TO SUBMIT INTERIM ACCOUNTING REPORTS AS WELL AS A FINAL ACCOUNTING OF ALL EXPENDITURES, DELIVERABLES AND RESULTS, DURING AND 90 DAYS AFTER THE TERMINATION OF THE GRANT. REFER TO THE WEBSITE FOR FURTHER INFORMATION: HTTPS://WWW.MARCHOFDIMES.ORG/RESEARCH/RESEARCH-GRANTS.ASPX# SELECTION PROCESS FOR MICRO-AWARDS BY THE COLLECTIVE IMPACT: THE LOCAL MIH STAFF PERSON USES THEIR COMMON AGENDA WORK TO DETERMINE WHAT PARTNERS HAVE A ROLE TO PLAY. ONCE THEY HAVE ESTABLISHED THE WORK FLOW AND KNOW WHAT RESOURCES ARE NEEDED THEY CAN PROVIDE SEED FUNDING FOR A PROJECT THAT THEY ARE WORKING TO MOVE FORWARD IN THEIR GEOGRAPHIC AREA. MONITORING FOR MICRO-AWARDS BY THE COLLECTIVE IMPACT: MOD WILL REVIEW THE RECIPIENTS' WRITTEN PROGRESS AND EXPENDITURE REPORTS AND EVALUATE ITS OVERALL SUCCESS. X X X X X 1 0 0 0 0 0 0 1 0 ELIZABETH K CHEROT CMO (END 7/23); PRES/CEO (BEG 7/23) 438437 0 0 0 897 0 13200 0 0 0 452534 0 0 0 KELLY ERNST SVP, MARKET IMPACT 297648 0 32736 0 980 0 12338 0 34360 0 378062 0 0 0 ADRIAN P MOLLO SVP, GEN. COUNSEL & ASST. SECRETARY 286561 0 35690 0 639 0 11897 0 34410 0 369197 0 0 0 FREDERICK A BROGDON SVP & CHIEF OPERATING OFFICER 295949 0 35745 0 980 0 11915 0 2690 0 347279 0 0 0 STACEY D STEWART FORMER PRESIDENT & CEO 0 0 0 0 322280 0 0 0 18129 0 340409 0 0 0 DEIRDRE MALONEY VP, HUMAN RESOURCES 240063 0 30600 0 980 0 10200 0 38496 0 320339 0 0 0 CYNTHIA H RAHMAN SVP, CHIEF MARKETING OFFICER 272360 0 32683 0 426 0 10894 0 0 0 316363 0 0 0 ALISON A SPERA VP, MARKET IMPACT 237894 0 10995 0 639 0 7250 0 34410 0 291188 0 0 0 HEATHER J MARTIN VICE PRESIDENT OPERATIONS 199898 0 0 0 980 0 8000 0 31660 0 240538 0 0 0 ROCHELLE S SIEGEL SR. EXEC. DIR MKT IMPACT (END 12/23) 198817 0 9540 0 8207 0 8080 0 9591 0 234235 0 0 0 KARYN L DEMARTINI VP, MAJOR, PRINCIPAL & PLANNED GIVIN 186946 0 0 0 969 0 7821 0 34410 0 230146 0 0 0 KAREN W JOHNSON INTERIM PRES. & CEO (1/23 - 7/23) 174458 0 0 0 0 0 6542 0 0 0 181000 0 0 0 CANDICE CHRISTOPHER CFO (BEG 06/23) 157197 0 0 0 319 0 0 0 0 0 157516 0 0 0 PART I, LINE 4A SEVERANCE PAYMENTS THE FOLLOWING INDIVIDUALS RECEIVED SEVERANCE PAYMENTS DURING 2023. THE AMOUNT IS INCLUDED IN SCHEDULE J, PART II, COLUMN B(III). STACEY D. STEWART - $322,280 PART I, LINE 7: NONFIXED PAYMENTS MARCH OF DIMES ESTABLISHES ANNUAL PERFORMANCE GOALS FOR ITS OFFICERS AND KEY EMPLOYEES. IF THE EMPLOYEE ATTAINS THE GOALS WHICH ARE ESTABLISHED FOR THEM, THOSE INDIVIDUALS MAY RECEIVE A PERFORMANCE BONUS. ALL BONUSES ARE CONSIDERED IN EVALUATION OF REASONABLE COMPENSATION FOR DISQUALIFIED PERSONS. X 308786 FMV X 6 51301 0 1 0 PART I, LINE 31: NONCASH CONTRIBUTIONS OTHER THAN CONTRIBUTIONS OF MARKETABLE SECURITIES AND HOUSEHOLD GOODS, NON-CASH ITEMS ARE NOT INCLUDED IN THE FINANCIAL STATEMENTS OF THE ORGANIZATION UNLESS THEY ARE SIGNIFICANT IN AMOUNT. IN 2023, THE ORGANIZATION RECEIVED AUCTION ITEMS, WHICH WERE RECORDED AT ZERO VALUE. PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS (RATHER THAN ITEMS) IS REPORTED AT FAIR MARKET VALUE. FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION, CONTINUED: OUR MISSION REMAINS STRONGER TODAY THAN ALMOST ANY TIME IN OUR HISTORY. THIS YEAR WE CONTINUED TO LEAD THE NATIONAL NARRATIVE ABOUT THE MATERNAL AND INFANT HEALTH CRISIS WE ALL FACE. THIS IS ALSO A CRISIS WE ALL HAVE A RESPONSIBILITY TO ADDRESS. THROUGH OUR FUNDRAISING EFFORTS, WE SAW GREAT SUPPORT FOR OUR MISSION AND A CONTINUED COMMITMENT FROM SO MANY LONGSTANDING PARTNERS, ALONG WITH NEW ONES JOINING OUR CAUSE. FOR THE PAST TWO YEARS, THE ORGANIZATION HAS RESPONDED TO CHANGES IN THE NONPROFIT LANDSCAPE WITH ORGANIZATIONAL SHIFTS FOCUSED ON ENSURING LONG-TERM GROWTH, SUSTAINABILITY, AND IMPACT. THE NEED HAS NEVER BEEN GREATER, AND EVERY DAY WE WORK TO ADVANCE OUR EFFORTS TO REDUCE MATERNAL AND INFANT MORTALITY, AND IMPROVE HEALTH FOR MOMS AND BABIES ACROSS THE COUNTRY. THE FOLLOWING PAGES DEMONSTRATE THE POWER OF THE MARCH OF DIMES COMMUNITY TO UNITE FOR FAMILIES THROUGHOUT THEIR PREGNANCY JOURNEYS. TOGETHER WE CONTINUED TO DRIVE RESEARCH THROUGH OUR PREMATURITY RESEARCH CENTERS, EDUCATE WOMEN, FAMILIES AND HEALTHCARE PROVIDERS, ADVOCATE NATIONALLY AND LOCALLY ON BEHALF OF EVERY MOM AND BABY, AND DELIVER PROGRAMS AND SERVICES TO THOSE WHO NEED US MOST. WE ARE MARCH OF DIMES. ALL OF US, FROM STAFF AND SUPPORTERS, TO VOLUNTEERS, AND PARTNERS TO THE FAMILIES WE SERVE, HAVE BEEN INSTRUMENTAL IN DRIVING CHANGE, AMPLIFYING OUR IMPACT, AND CONTINUING OUR LEGACY OF BEING A BEACON OF HOPE AND PROGRESS. FORM 990, PART VI, SECTION A, LINE 1A BOARD OF TRUSTEES MARCH OF DIMES' BOARD OF TRUSTEES HAVE DELEGATED AUTHORITY TO THE EXECUTIVE COMMITTEE TO ACT ON BEHALF OF THE GOVERNING BODY DURING 2023 AS PROVIDED IN THE ORGANIZATION'S BY-LAWS AND CONSISTENT WITH APPLICABLE LAW. FORM 990, PART VI, SECTION A, LINE 4 THE BOARD AMENDED THE BYLAWS IN JUNE 2023 TO REFLECT CHANGES TO THE APPLICABLE NY STATUTORY GUIDELINES. AMENDMENTS INCLUDED AN EXTENSION OF THE TERM OF TRUSTEES FROM THREE TO FOUR YEARS, CLARIFYING QUORUM REQUIREMENTS, ALLOWING NOTICES AND WAIVERS TO BE MADE THROUGH THE BOARD PORTAL, CONFIRMING MEETINGS CAN OCCUR VIRTUALLY, AND OTHER MINOR CHANGES. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS' POWER TO ELECT MARCH OF DIMES IS A NEW YORK NONPROFIT CORPORATION WITH ONE CLASS OF MEMBERS. THE MEMBERS OF THE ORGANIZATION HOLD THE AUTHORITY TO ELECT OR APPOINT NEW MEMBERS. THIS CLASS OF MEMBERS IS COEXTENSIVE WITH THE ORGANIZATION'S BOARD OF TRUSTEES, WHICH OPERATES AS THE ORGANIZATION'S GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7A SEE EXPLANATION FOR PART VI, LINE 6. FORM 990, PART VI, SECTION B, LINE 11B REVIEW OF 990 GOVERNING BODY MARCH OF DIMES' IRS FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY THE ORGANIZATION. UPON ITS COMPLETION IT IS THEN REVIEWED BY THE PRESIDENT & CEO, SVP & CHIEF FINANCIAL OFFICER, AND MARCH OF DIMES' AUDIT COMMITTEE OF THE BOARD OF TRUSTEES PRIOR TO FILING WITH THE IRS. THE FINAL FORM 990 IS PROVIDED TO ALL MEMBERS OF THE BOARD PRIOR TO ELECTRONICALLY FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY ANNUALLY MARCH OF DIMES ASKS THEIR BOARD OF TRUSTEES MEMBERS TO REVIEW AND SIGN A CONFLICT OF INTEREST POLICY. EMPLOYEES AGREE AND ARE OBLIGED TO ABIDE BY THE EMPLOYEE HANDBOOK, WHICH HAS POLICIES REGARDING REPORTING AND AVOIDING CONFLICTS OF INTEREST. MARCH OF DIMES' LEGAL COUNSEL DETERMINES WHETHER A CONFLICT EXISTS. LEGAL COUNSEL RESOLVES ISSUES WITH RESPECT TO EMPLOYEES AND ISSUES CONCERNING TRUSTEES ARE RESOLVED BY THE EXECUTIVE COMMITTEE OF THE BOARD (UNLESS THE MATTER IS ELEVATED TO THE FULL BOARD OF TRUSTEES), IN ACCORDANCE WITH THE CONFLICT OF INTEREST POLICY. ANY BOARD MEMBERS WITH A CONFLICT IN A MATTER REQUIRING ACTION BY THE BOARD ARE PROHIBITED FROM PARTICIPATING IN THE BOARD'S DELIBERATIONS OR DECISIONS REGARDING THE MATTER UNDER CONSIDERATION. FORM 990, PART VI, SECTION B, LINE 15 DETERMINATION OF COMPENSATION DETERMINATION OF EXECUTIVE COMPENSATION AT MARCH OF DIMES IS A THREE STAGE PROCESS, DESIGNED TO ENSURE AN INDEPENDENT AND TRANSPARENT APPROACH TO THE REVIEW OF MARCH OF DIMES OFFICERS AND ENSURE THAT THEIR COMPENSATION REFLECTS FAIR MARKET VALUE. THE FIRST STAGE OF THE PROCESS IS PERFORMED BY THE EXECUTIVE COMPENSATION COMMITTEE. THE EXECUTIVE COMPENSATION COMMITTEE WAS ORGANIZED TO CLARIFY AND SIMPLIFY THE COMPENSATION REVIEW PROCESS FOR THE PRESIDENT, STAFF OFFICERS, AND KEY EXECUTIVE MANAGEMENT. THE COMMITTEE IS COMPRISED OF FOUR INDEPENDENT TRUSTEES WHO MEET ANNUALLY TO REVIEW AND DISCUSS THE SALARY RANGES FOR THE PRESIDENT & CEO, STAFF OFFICERS, AND KEY EXECUTIVE MANAGEMENT OF MARCH OF DIMES, INCLUDING MERIT, VARIABLE PAY AND BENEFITS. IT TYPICALLY RECEIVES A BENCHMARKING REPORT FROM AN OUTSIDE CONSULTANT, WHICH COMPARES THE COMPENSATION DATA TO OTHER SIMILAR CHARITIES. THE COMMITTEE THEN MAKES ITS RECOMMENDATIONS TO THE EXECUTIVE COMMITTEE. THE SECOND STAGE OF THE PROCESS IS THE PRESENTATION OF THE EXECUTIVE COMPENSATION COMMITTEE'S FINDINGS AND RECOMMENDATION TO THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE CONSIDERS AND DISCUSSES THE RECOMMENDATIONS, AND THEN TAKES A VOTE ON COMPENSATION. THE THIRD STAGE IS WHEN THE FULL BOARD OF TRUSTEES IS BRIEFED ON THE EXECUTIVE COMMITTEE'S FINDINGS AND CONCLUSIONS. MINUTES ARE TAKEN CONTEMPORANEOUSLY TO RECORD THE DISCUSSION AND CONCLUSIONS REACHED, AND ARE KEPT ON FILE. THIS PROCESS IS IN KEEPING WITH MARCH OF DIMES BY-LAWS AND THE RESPONSIBILITIES OF THE EXECUTIVE COMMITTEE, AND ALSO INTENDED TO COMPORT WITH REGULATIONS ON INTERMEDIATE SANCTIONS PROMULGATED BY THE IRS. FORM 990, PART VI, SECTION C, LINE 19 DISCLOSURES MARCH OF DIMES MAKES ITS ANNUAL REPORT AND IRS FORM 990 ACCESSIBLE VIA OUR WEBSITE, WWW.MARCHOFDIMES.ORG AND UPON REQUEST. FORM 990, PART IX, LINE 11G RETAINED AGENCY FEES: PROGRAM SERVICE EXPENSES 2,448,936. MANAGEMENT AND GENERAL EXPENSES 148,639. TOTAL EXPENSES 2,597,575. SYSTEM FEES: PROGRAM SERVICE EXPENSES 883,010. MANAGEMENT AND GENERAL EXPENSES 53,594. TOTAL EXPENSES 936,604. CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 3,177,265. MANAGEMENT AND GENERAL EXPENSES 192,845. TOTAL EXPENSES 3,370,110. ADVERTISING FEES: PROGRAM SERVICE EXPENSES 2,773,810. MANAGEMENT AND GENERAL EXPENSES 168,357. TOTAL EXPENSES 2,942,167. ALL OTHER FEES: PROGRAM SERVICE EXPENSES 331,206. MANAGEMENT AND GENERAL EXPENSES 20,553. TOTAL EXPENSES 351,759. FORM 990, PART XI, LINE 9: PENSION AND POSTRETIREMENT COSTS OTHER THAN NET PERIODIC BENEFIT COSTS 3,727,052. ALVERTA SECHRIST PERPETUAL TRUST 200 PARK AVENUE NEW YORK NY 10166 INVESTMENT CA N/A T 1.00000 1 MARGARET WEILER PERPETUAL TRUST 100 N MAIN STREET 6TH FLOOR WINSTOMSALEM NC 27101 INVESTMENT CA N/A T 1.00000 1 CHARITABLE REMAINDER TRUST (1) 4550 LINDEN HILL ROAD SUITE 200 WLIMINGTON DE 19808 INVESTMENT CA N/A T 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0