2025-11-12T07:32:31-06:00 2025-06-30 383697447 NON PROFIT CAPITAL MANAGEMENT LLC 153 CLINTON RD STERLING MA 015642357 990 2024-07-01 222505819 EPILEPSY FOUNDATION NEW ENGLAND EPIL 6175066041 175 CABOT STREET 301 LOWELL MA 01854 KIMBERLEE SCHUMACHER INTERIM PRESIDENT & CEO 6175066041 2025-11-12 0 BRIAN KINDORF P01463837 7819336726 2025-11-11 2024 2025-03-06 01:10:19Z KIMBERLEE SCHUMACHER 175 CABOT STREET 301 LOWELL MA 01854 7868112 0 X WWW.EPILEPSYNEWENGLAND.ORG X 1983 MA EPILEPSY FOUNDATION NEW ENGLAND'S (EFNE) MISSION IS TO IMPROVE THE LIVES OF PEOPLE AFFECTED BY EPILEPSY THROUGH EDUCATION, ADVOCACY, RESEARCH, AND CONNECTION. 17 17 124 100 0 0 2529180 2116162 4730991 5125409 261944 507561 -166374 -263114 7355741 7486018 214592 227517 0 0 4080539 4473548 0 0 1495178 2160226 2098946 6455357 6800011 900384 686007 13877043 15377474 1575165 1533044 12301878 13844430 TO IMPROVE THE LIVES OF PEOPLE AFFECTED BY EPILEPSY THROUGH EDUCATION, ADVOCACY, RESEARCH, AND CONNECTION. EFNE'S SERVICES ARE DESIGNED TO PROVIDE HELP FOR TODAY AND HOPE FOR TOMORROW. 0 0 2021478 5125409 FUNDING SUPPORT & DONATION CENTER: EFNE'S DONATION CENTER FUNDS EFNE'S MISSION TO IMPROVE THE LIVES OF PEOPLE LIVING WITH EPILEPSY. THE DONATION CENTER COLLECTS GENTLY USED CLOTHING AND HOUSEWARES TO BE RESOLD. EFNE WORKS TO PROVIDE CONNECTION AND RESOURCES TO PEOPLE LIVING WITH EPILEPSY, AND SHOWCASES ADVANCEMENTS IN THE TREATMENTS AND OTHER RESOURCES AVAILABLE FOR PEOPLE LIVING WITH EPILEPSY IN PARTNERSHIP WITH THE EPILEPSY FOUNDATION OF AMERICA. THIS INCLUDES SHOWCASING RESEARCH IN OUR COMMUNICATION AND HOLDING EVENTS TO ENGAGE HEALTH CARE PROVIDERS, CLIENTS, AND DONORS IN IMPROVING THE LIVES OF PEOPLE LIVING WITH EPILEPSY AND UNDERSTANDING RESEARCH IN EPILEPSY. 2265910 227517 RESOURCE AND SUPPORT SERVICES: EFNE PROVIDES EPILEPSY RESOURCE ROOMS IN ABOUT 13 HOSPITALS ACROSS NEW ENGLAND. THOUSANDS OF CLIENTS RECEIVE ACTIVE LISTENING AND MENTORING, EDUCATION, AND INFO/REFERRALS. IN FISCAL YEAR 2024, EFNE PROVIDED ONE-TIME GRANTS OF $50-$1,000 TO 45 FAMILIES AFFECTED BY EPILEPSY AND IN FINANCIAL CRISIS. EFNE PROVIDES APPROXIMATELY 30 SUPPORT GROUPS PER MONTH, SERVING 400-500 PEOPLE PER YEAR. EFNE PROVIDES EDUCATIONAL PROGRAMS ABOUT EPILEPSY AND SEIZURE FIRST AID TO APPROXIMATELY 5,000 PEOPLE PER YEAR, INCLUDING SCHOOL CHILDREN, SCHOOL PERSONNEL, FIRST RESPONDERS, PARENTS AND THE GENERAL PUBLIC. WE MAINTAIN AN ONLINE KNOWLEDGE CENTER AND RESOURCE LIBRARY. 307515 YOUTH SERVICES: EFNE PROVIDES SLEEPAWAY AND DAY CAMPS EACH YEAR, SERVING MORE THAN 200 PARTICIPANTS EACH YEAR. CLIENTS RECEIVE MENTORING FROM STAFF, VOLUNTEERS, AMERICORPS MEMBER, AND INTERNS. YOUNG ADULT RETREATS PROVIDE TRANSITION AGE YOUTH WITH COMMUNITY BUILDING SKILLS AS THEY TRANSITION TO ADULTHOOD. HUNDREDS OF ONLINE VIRTUAL SUPPORT GROUPS AND MEET-UPS PROVIDE SUPPORT OUR YOUTH. EFNE'S HOPE LION CAMPAIGN HAS REACHED MORE THAN 1,000 FAMILIES TO PROVIDE SUPPORT, EDUCATION, AND COMMUNITY AS THEY MOVE THROUGH THEIR JOURNEY WITH EPILEPSY. 4594903 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 43 0 1 124 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 17 17 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA RI NH ME VT X KIMBERLEE SCHUMACHER INTERIM PRESIDENT & CEO 6179213166 175 CABOT STREET SUITE 301 LOWELL MA 01854 AIMEE STEVENS FORMER DIRECTOR 0.40 X 0 0 0 JASON BOURQUE CLERK 0.40 X X 0 0 0 JENNIFER CARDILLO DIRECTOR 0.40 X 0 0 0 BRETT DOWNING DIRECTOR 0.40 X 0 0 0 MARC FIRENZE FORMER VICE CHAIR 0.40 X X 0 0 0 PHILIP HAYDON PHD DIRECTOR 0.40 X 0 0 0 JOHN GAITANIS MD FORMER DIRECTOR 0.40 X 0 0 0 DARA FREEDMAN-WEISS FORMER DIRECTOR 0.40 X 0 0 0 DON HOLMES DIRECTOR 0.40 X 0 0 0 ALISON ZETTERQUIST CHAIR 0.40 X X 0 0 0 TIM YOUNG TREASURER 0.40 X X 0 0 0 TAMARA SACHARCZYK DIRECTOR 0.40 X 0 0 0 IKA NOVIAWATY DIRECTOR 0.40 X 0 0 0 KIMBERLEE SCHUMACHER DIRECTOR THRU JUN25 0.40 X 0 0 0 DARLENE WILSON DIRECTOR 0.40 X 0 0 0 ANDREW COLE MD DIRECTOR 1.50 X 0 0 0 STEVE SIRAVO DIRECTOR 1.50 X 0 0 0 JOE SIRAVO DIRECTOR 1.50 X 0 0 0 SUSAN LINN FORMER PRESIDENT & CEO - EFNE THRU MAY25 50.00 X 278893 0 19136 BRADLEY RICH PRESIDENT - DC 1.00 50.00 X 0 260694 10385 KIMBERLEE SCHUMACHER INTERIM-PRESIDENT & CEO BEGINNING JUN25 40.00 X 0 0 0 JEFFREY GANZ CHIEF OPERATING OFFICER - 40.00 X 152681 0 6129 JACQUELYN BREAULT DIRECTOR OF OPERATIONS - D 1.00 40.00 X 0 137985 16084 DAVID SEARLES VP FOR DEVELOPMENT & COMMUNICATIONS - EFNE 40.00 X 103824 0 3704 CHANDA LINN VP OF PROGRAMS & SERVICES - EFNE 40.00 X 100217 0 9212 635615 398679 64650 4 0 1 0 NON PROFIT CAPITAL MANAGEMENT LLC 153 CLINTON ROAD PO BOX 211 STERLING MA 01564 ACCOUNTING & TAX 124103 1 717523 1096777 301862 2116162 DONATION CENTER 621500 5125409 5125409 5125409 507561 507561 113186 717523 382094 -268908 -268908 OTHER REVENUE 621500 5794 5794 5794 7486018 5125409 0 244447 150000 150000 77517 77517 552448 221780 27723 302945 3190472 2276150 267361 646961 53853 23925 25757 4171 340327 215884 41785 82658 336448 215731 31971 88746 165608 102330 36652 26626 557641 306763 174353 76525 30732 7948 8397 14387 198621 98592 37846 62183 114870 71446 9602 33822 87842 57972 5953 23917 42023 42023 178419 106368 9562 62489 100888 88218 2940 9730 TRUCK EXPENSES 269518 269518 POSTAGE AND SHIPPING 208665 206141 2022 502 MISCELLANEOUS 77495 32067 18244 27184 REPAIRS AND RENTAL 57801 19661 8631 29509 8823 4869 1131 2823 6800011 4594903 709930 1495178 626418 595055 721715 769005 44500 206107 766398 620425 139799 191804 118673 118673 0 0 10457343 12061851 1120870 933227 13877043 15377474 420695 522645 28646 45673 1125824 964726 1575165 1533044 X 11920155 13542505 381723 301925 12301878 13844430 13877043 15377474 686007 856545 0 X 0 1 X 1 1 1 X 1906765 1373063 2578465 2529180 2116162 10503635 1906765 1373063 2578465 2529180 2116162 10503635 10503635 116905 186205 186935 261944 507561 1259550 91104 409926 27746 52809 5794 587379 12350564 22495608 0.85050 0.87330 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 0 0 0 0 0 9048282 360000 1298168 2484 10703966 6788976 1137521 1123747 1962 9048282 5392670 1068279 580133 1854 250252 6788976 5004726 1351977 -890702 1937 71394 5392670 3274882 1007023 794540 1000 70719 5004726 0.99500 0.00300 0.00200 0 0 38432 38432 0 80241 80241 0 0 OPERATING LEASE RIGHT-OF-USE ASSET 76806 FINANCE LEASE RIGHT-OF-USE- ASSET 856421 933227 OPERATING LEASE LIABILITY 79931 FINANCE LEASE LIABILITY 884795 964726 X PART X, LINE 2: THE FINANCIAL ACCOUNTING STANDARDS BOARD ("FASB") HAS ISSUED A STANDARD THAT CLARIFIES THE ACCOUNTING AND RECOGNITION OF INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE ORGANIZATION'S INCOME TAX RETURNS. THE ORGANIZATION ASSESSES THE LIKELIHOOD, BASED ON THEIR TECHNICAL MERIT, THAT TAX POSITIONS WILL BE SUSTAINED UPON EXAMINATION BASED ON THE FACTS, CIRCUMSTANCES AND INFORMATION AVAILABLE AT THE END OF EACH PERIOD. IF THE ORGANIZATION INCURS INTEREST OR PENALTIES AS A RESULT OF UNRECOGNIZED TAX POSITIONS THE POLICY IS TO CLASSIFY INTEREST ACCRUED WITH INTEREST EXPENSE DISCUSSIONAND PENALTIES THEREON WITH OPERATING EXPENSES. THE ORGANIZATION'S TAX FILINGS ARE SUBJECT TO AUDIT BY VARIOUS TAXING AUTHORITIES. THE ORGANIZATION IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTION. PART V, LINE 4: TO BE USED FOR FUTURE SCHOLARSHIPS, CAMP, E-STUDIO AND ADVOCACY PROGRAMS. WALKS FOR EPILEPSY 279769 228924 50845 115211 14700 21468 GALAS 223340 162635 60705 56371 72499 18256 327600 325964 1636 60061 23528 830709 717523 113186 231643 87199 63252 382094 -268908 1 BETH ISRAEL DEACONESS MEDICAL CENTER 529 MAIN STREET 4TH FLOOR CHARLESTOWN MA 02129 042103881 501(C)(3) 75000 0 N/A N/A RESEARCH CHILDREN'S HOSPITAL CORPORATION 300 LONGWOOD AVENUE BOSTON MA 02115 042774441 501(C)(3) 75000 0 N/A N/A RESEARCH 2 0 FINANCIAL AID & SCHOLARSHIPS 64 77517 N/A N/A PART I, LINE 2: EFNE RETAINS DOCUMENTATION SUPPORTING FUNDS DISBURSED FOR FINANCIAL AID, SCHOLARSHIPS AND RESEARCH GRANTS X X X X X 0 0 0 0 0 0 0 0 0 SUSAN LINN FORMER PRESIDENT & CEO - EFNE THRU M 263893 0 15000 0 0 0 0 0 19136 0 298029 0 0 0 BRADLEY RICH PRESIDENT - DC 0 260694 0 0 0 0 0 0 0 10385 0 271079 0 0 JEFFREY GANZ CHIEF OPERATING OFFICER - 152681 0 0 0 0 0 0 0 6129 0 158810 0 0 0 JACQUELYN BREAULT DIRECTOR OF OPERATIONS - D 0 121610 0 16375 0 0 0 0 0 16084 0 154069 0 0 FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE IS COMPOSED OF THE OFFICERS, THE PRESIDENT AND CEO, AND ADDITIONAL DIRECTORS APPOINTED BY THE CHAIR AND APPROVED BY THE BOARD OF DIRECTORS. THE PRESIDENT & CEO IS A NON-VOTING MEMBER OF THE EXECUTIVE COMMITTEE. THE CHAIR IS THE CHAIR OF THE EXECUTIVE COMMITTEE, WHICH MEETS AS NEEDED. THE PRESIDENT AND CEO OR ANY TWO OTHER MEMBERS OF THE EXECUTIVE COMMITTEE MAY CALL A MEETING OF THE COMMITTEE. IT SHALL HAVE PRIMARY RESPONSIBILITY FOR ROUTINE FISCAL MATTERS AND PERSONNEL, AND MAY MAKE RECOMMENDATIONS TO THE BOARD OF DIRECTORS AS TO ANNUAL BUDGET AND OTHER MATTERS. IT MAY ACT FOR THE BOARD OF DIRECTORS UPON MATTERS, WHICH WILL NOT AWAIT THE NEXT REGULAR MEETING OF THE BOARD OF DIRECTORS. MOTIONS SHALL BE RATIFIED AT THE FULL BOARD MEETING IMMEDIATELY FOLLOWING THE EXECUTIVE COMMITTEE MEETING AT WHICH MOTIONS WERE APPROVED. A MAJORITY OF CURRENT MEMBERS OF THE EXECUTIVE COMMITTEE SHALL CONSTITUTE A QUORUM. FORM 990, PART VI, SECTION A, LINE 2 OFFICER SUSAN LINN AND KEY EMPLOYEE CHANDA LINN HAVE A FAMILY RELATIONSHIP. SUSAN LINN LEFT THE ORGANIZATION IN MAY, 2025. CHANDA LINN LEFT THE ORGANIZATION IN SEPTEMBER, 2025. BOARD MEMBERS STEVE SIRAVO AND JOE SIRAVO HAVE A FAMILY RELATIONSHIP FORM 990, PART VI, SECTION B, LINE 11B EFNE SHALL SUBMIT THE FORM 990 TO ITS BOARD OF DIRECTORS PRIOR TO THE FILING OF THE FORM 990. EFNE'S 990 SHALL BE SUBMITTED TO EACH MEMBER OF THE BOARD OF DIRECTOR'S VIA HARD COPY OR EMAIL AT LEAST 10 DAYS BEFORE THE FORM 990 IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS SIGN A CONFLICT OF INTEREST STATEMENT INDICATING ACKNOWLEDGEMENT AND SUPPORT OF THE POLICY, AS WELL AS DISCLOSURE OF ANY POTENTIAL CONFLICTS. THE MINUTES OF THE BOARD MEETINGS EVIDENCE RECUSALS FROM MEETINGS, WHEN APPROPRIATE, AND RECORD ANY WAIVERS IN THE MINUTES. THE CONFLICT OF INTEREST POLICY IS MONITORED THROUGH ANNUAL BOARD MEETINGS WHICH INCLUDE ORIENTATION FOR NEW BOARD MEMBERS AND REVIEW OF POLICIES FOR ALL MEMBERS (THE BOARD CHAIR AND PRESIDENT/CEO MONITOR ADMINISTER THESE TASKS). WHEN A CONFLICT IS SUSPECTED OR REPORTED, THE PRESIDENT/CEO AND BOARD CHAIR MEET WITH THE BOARD MEMBER TO DISCUSS THE CONFLICT AND TO DETERMINE THE APPROPRIATE COURSE OF ACTION FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS ESTABLISHED A PERSONNEL COMMITTEE COMPRISED OF VOLUNTEER EXPERTS IN THE FIELD OF HUMAN RESOURCES. THE PERSONNEL COMMITTEE RECOMMENDS ANNUAL COMPENSATION OF THE PRESIDENT AND CEO AND KEY EMPLOYEES. THE COMMITTEE USES COMPARABILITY DATA TO LOOK AT SALARIES IN SIMILAR CHARITABLE ORGANIZATIONS, AS WELL AS A PERFORMANCE REVIEW TO DETERMINE SALARY RATES. THE PROCESS AND DECISIONS WOULD BOTH BE DOCUMENTED IN THE BOARD MINUTES. FORM 990, PART VI, SECTION C, LINE 19 EFNE MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. EPILEPSY FOUNDATION NEW ENGLAND DONATION CENTER LLC 95 BRIDGE STREET PELHAM NH 03076 270491645 ALLOWS CITIZENS TO DONATE AND PURCHASE GENTLY USED ITEMS AT DISCOUNT PRICES MA 5142650 1909776 EPILEPSY FOUNDATION NEW ENGLAND 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 EPILEPSY FOUNDATION NEW ENGLAND DONATION CENTER LLC P 189067 FAIR MARKET VALUE EPILEPSY FOUNDATION NEW ENGLAND DONATION CENTER LLC S 2350000 FAIR MARKET VALUE