2024-12-04T15:43:23-06:00 2024-01-31 510232399 BELFINT LYONS & SHUMAN PA 1011 CENTRE RD STE 310 WILMINGTON DE 19805 990 2023-02-01 232387205 ALS UNITED MID-ATLANTIC AMYO 2156435434 1015 VIRGINIA DRIVE 110 FORT WASHINGTON PA 19034 JEFF CLINE EXECUTIVE DIRECTOR 2156435434 2024-12-04 1 0 CHRISTINA K BELL CPA P01362827 3022250600 2024-11-22 2023 2024-10-15 13:58:12Z X X JEFF CLINE 1015 VIRGINIA DRIVE 110 FORT WASHINGTON PA 19034 6426588 0 X WWW.ALSMIDATLANTIC.ORG X 1977 PA THE MISSION OF ALS UNITED MID-ATLANTIC IS TO UNITE AND EMPOWER THE ALS COMMUNITY THROUGH A COLLABORATIVE APPROACH TO FOSTERING BOLD RESEARCH INITIATIVES, ADVANCE NATIONAL AND STATE ADVOCACY, AND PROVIDE COMPREHENSIVE CARE AND SUPPORT TO INDIVIDUALS AND FAMILIES AFFECTED BY ALS. 14 14 38 145 0 0 6143833 5837889 0 0 46700 131492 -282319 198245 5908214 6167626 0 0 0 0 3162447 3344380 0 0 761346 2936507 2441168 6098954 5785548 -190740 382078 5000396 4884418 803908 367383 4196488 4517035 X THE MISSION OF ALS UNITED MID-ATLANTIC IS TO UNITE AND EMPOWER THE ALS COMMUNITY THROUGH A COLLABORATIVE APPROACH TO FOSTERING BOLD RESEARCH INITIATIVES, ADVANCE NATIONAL AND STATE ADVOCACY, AND PROVIDE COMPREHENSIVE CARE AND SUPPORT TO INDIVIDUALS AND FAMILIES AFFECTED BY ALS. 0 0 3230391 CARE SERVICES:ALS UNITED MID-ATLANTIC PROVIDES COMPREHENSIVE SUPPORT AND RESOURCES FREE OF CHARGE FOR PATIENTS DIAGNOSED WITH ALS AND THEIR LOVED ONES. OUR SERVICES INCLUDE SUPPORTING NINE MULTIDISCIPLINARY ALS CLINICS, IN HOME CARE GRANTS, DME, ASSISTIVE TECHNOLOGY, TRANSPORTATION, RAMPING, SUPPORT GROUPS, AND DEDICATED PROFESSIONAL STAFF SUPPORT TO EVERY PATIENT. 690034 EDUCATION:ALS UNITED MID-ATLANTIC PROVIDES AN ANNUAL ALS RESEARCH SYMPOSIUM; A COMPREHENSIVE WEBSITE RESOURCE WITH ACCURATE INFORMATION AND CARE SUPPORT VIDEOS; IN PERSON EDUCATION AT CLINIC, PATIENT HOMES, FACILITES, AND EVENTS; HARD COPY MATERIALS PROVIDED IN THESE SAME SETTINGS AND MAILED TO PATIENTS; AND SUPPORT GROUPS FOR NEWLY DIAGNOSED, CAREGIVERS, AND THOSE LIVING WITH ALS. 461320 RESEARCH:ALS UNITED MID-ATLANTIC FUNDS ALS RESEARCH IN THESE GENERAL AREAS: BASIC SCIENCE, CLINICAL RESEARCH, CLINICAL TRIALS, TRANSLATIONAL RESEARCH, AND STUDIES AIMED AT IMPROVING PATIENT QUALITY OF LIFE. FUNDING DECISIONS ARE RECOMMENDED BY THE RESEARCH COMMITTEE AND APPROVED BY THE BOARD OF DIRECTORS. 4381745 1 1 0 1 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 23 0 1 38 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 14 14 1 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA NJ X X X JEFF CLINE 2156435434 1015 VIRGINIA DRIVE STE 110 FORT WASHINGTON PA 19034 ELLYN C PHILLIPS BOARD MEMBER 40.00 X 0 0 0 DANIEL J QUINN CHAIR 5.00 X X 0 0 0 SUSANNA FOO BOARD MEMBER 1.00 X 0 0 0 BENJAMIN S OHRENSTEIN ESQ BOARD MEMBER 1.00 X 0 0 0 PATRICIA LAKE-QUINN BOARD MEMBER 1.00 X 0 0 0 CRYSTAL GOODWYN BOARD MEMBER 1.00 X 0 0 0 REGINA EARNEST BOARD MEMBER 1.00 X 0 0 0 DAVID RICCI BOARD MEMBER 1.00 X 0 0 0 DALE MILLER SECRETARY 5.00 X X 0 0 0 JAMES PASSARO TREASURER 5.00 X X 0 0 0 AL SLIPAKOFF VICE CHAIR 5.00 X X 0 0 0 SANDRA SAGE BOARD MEMBER 1.00 X 0 0 0 TOM MCGIVNEY BOARD MEMBER 1.00 X 0 0 0 LAURENCE J DELANEY BOARD MEMBER 1.00 X 0 0 0 JEFF CLINE EXECUTIVE DIRECTOR 40.00 X 155813 0 28834 STEVE SPAULDING DIRECTOR OF CARE SERVICES 40.00 X 142363 0 30311 SUSAN WALSH DIRECTOR OF CLINICAL SERVI 40.00 X 137314 0 26889 GAIL HOUSEMAN REGIONAL NURSE COORDINATOR 40.00 X 113968 0 29677 DONNA CLEARY DIRECTOR OF DEVELOPMENT 40.00 X 104857 0 5264 654315 0 120975 5 0 1 0 BALLARD SPAHR 1735 MARKET ST PHILADELPHIA PA 19103 LEGAL SERVICES 285363 THOMAS JEFFERSON UNIVERSITY HOSPITAL PO BOX 8500 PHILADELPHIA PA 191786010 CLINIC SUPPORT 200000 PENN STATE HERSHEY MEDICAL CENTER 500 UNIVERSITY DRIVE HERSHEY PA 17033 CLINIC SUPPORT 170779 ITSOLUTIONS PO BOX 788217 PHILADELPHIA PA 191788410 TECHNOLOGY SPECIALISTS 127355 4 1843546 1538974 2455369 5837889 114492 114492 17000 0 17000 17000 17000 0 1843546 258962 -258962 -258962 OTHER INCOME 900099 457207 457207 457207 6167626 474207 0 -144470 172549 120784 24157 27608 2600011 1846002 252576 501433 39188 28044 3508 7636 333198 238001 31260 63937 199434 142878 19030 37526 66969 66969 97900 97900 89429 60812 15203 13414 348684 237105 59276 52303 132028 89779 22445 19804 10975 9856 1119 195082 195082 103036 73217 10345 19474 65346 44436 11108 9802 27007 18365 4591 4051 CLINIC EXPENSES 1020855 1020855 RESEARCH 186099 186099 MISCELLANEOUS 93400 70430 22970 DONOR CULTIVATION 4358 4358 5785548 4381745 642457 761346 91970 853727 2892777 2042268 1165699 1267047 130314 129486 842843 702445 151215 140398 415400 428021 153021 23471 5000396 4884418 650320 345040 153588 22343 803908 367383 X 3176016 3440812 1020472 1076223 4196488 4517035 5000396 4884418 X 382078 -61531 X X 0 1 X 1 0 X 5919451 4874945 5730346 6143833 5837889 28506464 5919451 4874945 5730346 6143833 5837889 28506464 547972 27958492 58066 23376 7836 46700 114492 250470 28756934 0.97220 0.97470 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 837 0 0 837 0 PART II-B, LINE 1: THE ORGANIZATION IS NOT DIRECTLY OR INDIRECTLY INVOLVED IN POLITICAL CAMPAIGN ACTIVITIES. THE EXTENT OF THE ORGANIZATION'S INVOLVEMENT IS TO INFORM AND ADVOCATE FOR ISSUES RELATED TO THE ORGANIZATION'S MISSION. AS SUCH, ORGANIZATION VOLUNTEERS AND STAFF PARTICIPATE IN ACTIVITIES INCLUDING EMAILING, TELEPHONING AND MEETING WITH MEMBERS OF THE U.S. CONGRESS AS WELL AS STATE REPRESENTATIVES FROM DELAWARE, NEW JERSEY AND PENNSYLVANIA. THIS ACTIVITY MAY INCLUDE TESTIFYING AT PUBLIC HEARINGS. THE ORGANIZATION DOES NOT USE THE SERVICES OF PROFESSIONAL LOBBYISTS OR PUBLIC POLICY FIRMS. 0 822548 682150 140398 20295 20295 0 140398 BENEFICIAL INTEREST IN PERPETUAL TRUST 428021 F 428021 FINANCE LEASE LIABILITY 22343 22343 X 6439208 271582 271582 6167626 0 6167626 6044510 258962 258962 5785548 0 5785548 PART V, LINE 4: THE ORGANIZATION HAS A BENEFICIAL INTEREST IN A CHARITABLE PERPETUAL TRUST, THE ASSETS OF WHICH ARE NOT IN THE POSSESSION OF THE ORGANIZATION. THIS BENEFICIAL INTEREST ALLOWS THE ORGANIZATION TO RECEIVE QUARTERLY DISTRIBUTIONS CONSISTING OF DIVIDENDS AND INTEREST EARNED ON TRUST ASSETS AND ARE RESTRICTED TO HELP FUND RESEARCH PROJECTS. THE ORGANIZATION'S BENEFICIAL INTEREST IN THIS TRUST IS IRREVOCABLE; THEREFORE, THE ORGANIZATION MEASURES THEIR BENEFICIAL INTEREST IN THE TRUST'S ASSETS AT FAIR VALUE. PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS ALSO EXEMPT FROM PENNSYLVANIA STATE INCOME TAX. IN ADDITION, THE ORGANIZATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(2). INCOME NOT RELATED TO THE ORGANIZATION'S TAX-EXEMPT PURPOSE MAY BE SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA IMPOSE A THRESHOLD FOR DETERMINING WHEN AN INCOME TAX BENEFIT CAN BE RECOGNIZED IN REGARD TO UNCERTAIN TAX POSITIONS. THE ORGANIZATION HAS DETERMINED THAT NO LIABILITY FOR UNCERTAIN TAX POSITIONS IS REQUIRED TO BE ACCRUED AND INCLUDED IN THE STATEMENT OF FINANCIAL POSITION AS OF JANUARY 31, 2024 AND 2023. THE FEDERAL AND STATE INFORMATIONAL RETURNS OF THE ORGANIZATION FOR THE YEARS ENDED JANUARY 31, 2021, 2022 AND 2023 ARE SUBJECT TO EXAMINATION BY THE TAX AUTHORITIES, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUST FUNDRAISING EVENT EXPENSES PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES WALK TO DEFEAT ALS 893371 893371 ANNUAL LUNCHEON 212786 212786 90011 6 737389 737389 168951 1843546 1843546 258962 258962 -258962 X X X 0 0 0 0 0 0 0 0 0 JEFF CLINE EXECUTIVE DIRECTOR 155813 0 0 0 0 0 2984 0 25850 0 184647 0 0 0 STEVE SPAULDING DIRECTOR OF CARE SERVICES 142363 0 0 0 0 0 2964 0 27347 0 172674 0 0 0 SUSAN WALSH DIRECTOR OF CLINICAL SERVI 137314 0 0 0 0 0 2538 0 24351 0 164203 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 DANIEL QUINN (CHAIR) IS THE SPOUSE OF PATRICIA LAKE-QUINN (BOARD MEMBER). FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION AMENDED ITS BYLAWS TO REFLECT THE NEW NAME OF THE ORGANIZATION (ALS UNITED MID-ATLANTIC) AND REDEFINE THE ELECTION AND APPOINTMENT OF DIRECTORS AND TERMS OF OFFICE. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S AUDIT COMMITTEE AND BOARD CHAIR REVIEW THE 990 BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE DIRECTOR OF HR & ADMINISTRATION SENDS THE CONFLICT-OF-INTEREST POLICY TO EACH EMPLOYEE AND EVERY MEMBER OF THE BOARD OF DIRECTORS AT THE BEGINNING OF THE FISCAL YEAR FOR THEIR REVIEW AND SIGNATURE. SIGNED COPIES OF EMPLOYEES' FORMS ARE KEPT IN THEIR PERSONNEL FILE MAINTAINED BY THE DIRECTOR OF HR & ADMINISTRATION. SIGNED COPIES OF BOARD MEMBERS' FORMS ARE MAINTAINED BY THE SENIOR EXECUTIVE SUPPORT SPECIALIST. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION CONTRACTS AN INDEPENDENT THIRD PARTY FIRM TO PROVIDE HUMAN RESOURCE SERVICES. INCLUDED IN THESE SERVICES IS AN ANNUAL WAGE AND SALARY SURVEY OF LIKE ORGANIZATIONS IN THE CURRENT MARKET. THE SURVEY IS USED TO UPDATE THE SALARY RANGE FOR ALL POSITIONS INCLUDING THE EXECUTIVE DIRECTOR. THE PERFORMANCE REVIEW FOR THE EXECUTIVE DIRECTOR IS REVIEWED ANNUALLY BY THE BOARD AND SALARY INCREASES ARE GRANTED BASED ON PERFORMANCE AND SALARY GUIDELINES ESTABLISHED BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE ANNUAL REPORT IS AVAILABLE ON THE ORGANIZATION'S WEBSITE. THE WEBSITE ALSO CONTAINS NOTIFICATION OF THE AVAILABILITY, UPON REQUEST, OF THE CHAPTER'S GOVERNING DOCUMENTS AND POLICY STATEMENTS. FORM 990 CAN ALSO BE OBTAINED AT WWW.GUIDESTAR.COM. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUST 12,620. PRIOR PERIOD ADJUSTMENT TO CORRECT OVERSTATING GRANT RECEIVABLES AT 1/31/22 -74,151. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.