2024-02-14T14:19:34-06:00 2023-03-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2022-04-01 232935929 THE NATIONAL PANCREAS FOUNDATION NATI 8667262737 3 BETHESDA METRO CENTER 700 BETHESDA MD 20814 CHRIS FORSMARK CHAIR 8667262737 2024-02-13 1 CHRIS FORSMARK XXX-XX-XXXX 1 KRISTIN A JACQUELIN CPA P01325865 2023319880 2024-02-14 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z CHRIS FORSMARK 3 BETHESDA METRO CENTER 700 BETHESDA MD 20814 3689068 0 X WWW.PANCREASFOUNDATION.ORG X 1997 PA THE NATIONAL PANCREAS FOUNDATION PROVIDES HOPE FOR THOSE SUFFERING FROM PANCREATITIS AND PANCREATIC CANCER THROUGH FUNDING CUTTING EDGE RESEARCH, ADVOCATING FOR NEW AND BETTER THERAPIES, AND PROVIDING SUPPORT AND EDUCATION FOR PATIENTS, CAREGIVERS, AND HEALTH CARE PROFESSIONALS. 39 39 7 65 0 0 605725 2710264 0 0 17 29 803253 11289 1408995 2721582 197500 315925 0 0 601322 804078 0 0 39134 704608 1033548 1503430 2153551 -94435 568031 811635 1911190 278151 809675 533484 1101515 X THE NATIONAL PANCREAS FOUNDATION (NPF) PROVIDES HOPE FOR THOSE SUFFERING FROM PANCREATITIS AND PANCREATIC CANCER THROUGH FUNDING CUTTING EDGE RESEARCH, ADVOCATING FOR NEW AND BETTER THERAPIES, AND PROVIDING SUPPORT AND EDUCATION FOR PATIENTS, CAREGIVERS, AND HEALTH CARE PROFESSIONALS. 0 0 581721 EDUCATIONAL PROGRAMS INCLUDING A SYMPOSIUM FOR RENOWNED SPECIALISTS TO EDUCATE ON CUTTING EDGE RESEARCH AND SHARE INSIGHT INTO PANCREATIC CANCER AND ACUTE PANCREATITIS, AN ANIMATED MODULE TO PROVIDE VISUAL FORMATS OF LEARNING FOR PATIENTS TO IMPROVE THEIR UNDERSTANDING OF THE DISEASE, MAKE INFORMED DECISIONS, AND PARTNER WITH THEIR HEALTH-CARE PROFESSIONALS FOR OPTIMAL OUTCOMES, PATIENT-FOCUSED DRUG DEVELOPMENT MEETINGS, GIVING A VOICE TO PATIENTS IN THE DRUG DEVELOPMENT PROCESS, AND A NATIONAL PATIENT REGISTRY THAT SERVES AS VALUABLE RESOURCE TO UNDERSTAND EFFECTIVENESS OF TREATMENTS, AND QUALITY OF LIFE OF PATIENTS AFFECTED BY PANCREATIC CONDITIONS. 285000 285000 GRANTS WERE ISSUED TO INITIATE AND FOSTER THE PURSUIT OF MEDICAL ADVANCEMENTS IN PANCREATIC DISEASE RESEARCH. 276607 PROGRAMS AND EVENTS HELD BY NATIONAL AND STATE CHAPTERS TO FURTHER ENHANCE THE OUTREACH TO PATIENTS SUFFERING FROM THESE DISEASES THROUGH VARIOUS OPPORTUNITIES TO PROMOTE EDUCATION AND AWARENESS. 790184 30925 OTHER PROGRAMS 790184 30925 1933512 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 1 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 37 0 1 7 1 0 0 0 0 0 0 0 0 0 0 0 0 X 39 39 1 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 MA NY PA X X THE ORGANIZATION 8667262737 3 BETHESDA METRO CENTER SUITE 700 BETHESDA MD 20814 CHRIS FORSMARK CHAIR 4.00 X X 0 0 0 ANNE KRUCZEK VICE CHAIR 1.00 X 0 0 0 MICHAEL FARRELL TREASURER 4.00 X 0 0 0 JANE HOLT BOARD MEMBER 1.00 X 0 0 0 TOM HOLT BOARD MEMBER 1.00 X 0 0 0 PATTER BIRSIC BOARD MEMBER 1.00 X 0 0 0 TOM BIRSIC BOARD MEMBER 1.00 X 0 0 0 CHARLES VOLLMER BOARD MEMBER 1.00 X 0 0 0 JESSICA GIBSON BOARD MEMBER 1.00 X 0 0 0 ELLEN VANDENBERG BOARD MEMBER 1.00 X 0 0 0 RAJESH KESWANI BOARD MEMBER 1.00 X 0 0 0 WILL GO BOARD MEMBER 1.00 X 0 0 0 DIANE TONELLI BOARD MEMBER 1.00 X 0 0 0 DANA ANDERSON BOARD MEMBER 1.00 X 0 0 0 ADRIANA L COWDIN BOARD MEMBER 1.00 X 0 0 0 DARWIN CONWELL BOARD MEMBER 1.00 X 0 0 0 ANTHONY JOSEPH BOARD MEMBER 1.00 X 0 0 0 DINA STULTS BOARD MEMBER 1.00 X 0 0 0 PAUL GARRIDO BOARD MEMBER 1.00 X 0 0 0 LEE ZEIDMAN BOARD MEMBER 1.00 X 0 0 0 ERIC GOLDEN BOARD MEMBER 1.00 X 0 0 0 RANDY BRAND BOARD MEMBER 1.00 X 0 0 0 MARK LOWE BOARD MEMBER 1.00 X 0 0 0 MELENA BELLIN BOARD MEMBER 1.00 X 0 0 0 ANDRES GELRUD BOARD MEMBER 1.00 X 0 0 0 PETER BANKS BOARD MEMBER 1.00 X 0 0 0 CHRISTYN TAYLOR BOARD MEMBER 1.00 X 0 0 0 VIKESH SINGH BOARD MEMBER 1.00 X 0 0 0 ASHOK SALUJA BOARD MEMBER 1.00 X 0 0 0 JOE TITLEBAUM BOARD MEMBER 1.00 X 0 0 0 EILEEN OREILLY BOARD MEMBER 1.00 X 0 0 0 MAISAM ABU-EL-HAIJA BOARD MEMBER 1.00 X 0 0 0 JOHN LIEB II BOARD MEMBER 1.00 X 0 0 0 ELIZABETH LOUGHLIN BOARD MEMBER 1.00 X 0 0 0 HILLARY MENDELSOHN BOARD MEMBER 1.00 X 0 0 0 LEE ZEIDMAN BOARD MEMBER 1.00 X 0 0 0 MARK E LOWE BOARD MEMBER 1.00 X 0 0 0 VIJAY SINGH BOARD MEMBER 1.00 X 0 0 0 ANDREW LOWY BOARD MEMBER 1.00 X 0 0 0 STAICA FOREMAN CFO 40.00 X 128465 0 5957 DAVID BAKELMAN CEO 40.00 X 177985 0 11062 306450 0 17019 2 0 1 0 0 9085 8226 2692953 2710264 29 29 978775 8226 967486 11289 11289 2721582 0 0 11318 290925 290925 25000 25000 323469 270676 43060 9733 391723 327790 52146 11787 14463 12103 1925 435 23831 19942 3172 717 50592 42335 6735 1522 20000 16649 2733 618 112640 112640 16752 14229 1950 573 33946 28223 4515 1208 18027 15006 2464 557 31617 224 25864 5529 57333 57333 4256 3543 582 131 FUNDRAISING AND REGISTR 407647 381454 21364 4829 SPECIAL EVENTS 289578 276607 12014 957 BANK AN CREDIT CARD FEE 41752 38833 2381 538 2153551 1933512 180905 39134 623536 300418 39983 40695 1458276 64594 82690 1508971 1487204 77608 21767 5914 7344 811635 1911190 278151 659675 150000 278151 809675 X 533484 1101515 533484 1101515 811635 1911190 568031 0 X X 0 1 X 1 0 X 1279251 1479507 787876 568150 2577334 6692118 1279251 1479507 787876 568150 2577334 6692118 3864380 2827738 401 537 111 17 29 1095 6693213 760299 0.42250 0.52940 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1508971 1487204 21767 21767 X 3689068 967486 967486 2721582 0 2721582 3121037 967486 967486 2153551 0 2153551 PART X, LINE 2: THE INTERNAL REVENUE SERVICE ("IRS") HAS ADVISED THAT THE FOUNDATION QUALIFIES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AND IS THEREFORE, NOT SUBJECT TO TAX UNDER PRESENT INCOME TAX LAWS. THE FOUNDATION FOLLOWS THE AUTHORITATIVE GUIDANCE RELATING TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES WHICH PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE FOUNDATION PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEARS ENDED MARCH 31, 2023 AND 2022 AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE AN EFFECT ON ITS TAX EXEMPT STATUS. AS OF MARCH 31, 2023, THE STATUTE OF LIMITATION FOR TAX YEARS 2019 THROUGH 2021 REMAINS OPEN WITH THE U.S. FEDERAL JURISDICTION. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENTS REPORTED ON PART VIII 967,486. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENTS REPORTED ON PART VIII 967,486. 0 0 0 0 0 0 0 0 0 0 MIDDLE EAST AND NORTH AFRICA IN PURSUIT OF SCIENTIFIC ADVANCEMENT IN THE FIELD OF PANCREATIC DISEASE 25000 WIRE 0 CASH 1 0 0 0 0 0 0 PART III ACCOUNTING METHOD: X 1 POWER BY PROFESSIONALS 1460 BROADWAY NEW YORK NY 10036 PROFESSIONAL FUNDRAISER 1 419916 116289 303627 419916 116289 303627 GALAS 851343 851343 910649 PANCREAS BOWLS 73360 73360 21959 6 62298 8226 54072 34878 987001 8226 978775 967486 967486 11289 SCHEDULE G, PART I, LINE 2B, COLUMN (V) THE FOUNDATION CONTRACTED WITH POWER BY PROFESSIONALS TO PERFORM FUNDRAISING AS WELL AS EVENT PLANNING SERVICES. THE FOUNDATION WAS UNABLE TO ALLOCATE THE COST BETWEEN THE DIFFERENT SERVICES AND THEREFORE THE TOTAL AMOUNT IS BEING REPORTED AS FUNDRAISING EXPENSE. 1 DUKE UNIVERSITY PO BOX 602651 CHARLOTTE NC 28260 560532129 501(C)(3) 25000 0 IN PURSUIT OF SCIENTFIC ADVANCEMENT IN THE FIELD OF PANCREATIC DISEASE BAYLOR COLLEGE OF MEDICINE ONE BAYLOR PLAZA SUITE BCMT-T100 HOUSTON TX 77030 741613878 501(C)(3) 25000 0 IN PURSUIT OF SCIENTIFIC ADVANCEMENT IN THE FIELD OF PANCREATIC DISEASE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL PO BOX 402420 ATLANTA GA 30384 566001393 501(C)(3) 25000 0 IN PURSUIT OF SCIENTIFIC ADVANCEMENT IN THE FIELD OF PANCREATIC DISEASE UNIVERSITY OF MIAMI MILLER SCHOOL OF MEDICINE 1501 NW 10TH AVE BIOMEDICAL RESEARCH BLDG SUITE 542C MIAMI FL 33136 501(C)(3) 25000 0 IN PURSUIT OF SCIENTIFIC ADVANCEMENT IN THE FIELD OF PANCREATIC DISEASE UNIVERSITY OF PITTSBURGH 3100 CATHEDRAL OF LEARNING PITTSBURGH PA 15260 250965591 501(C)(3) 17500 0 IN PURSUIT OF SCIENTIFIC ADVANCEMENT IN THE FIELD OF PANCREATIC DISEASE THE REGENT OF THE UNIVERSITY OF CALIFORNIA 120 THEORY SUITE 200 IRVINE CA 92697 952226406 501(C)(3) 25000 0 IN PURSUIT OF SCIENTIFIC ADVANCEMENT IN THE FIELD OF PANCREATIC DISEASE CITY OF HOPE 1500 EAST DUARTE ROAD DUARTE CA 91010 953435919 501(C)(3) 25000 0 IN PURSUIT OF SCIENTIFIC ADVANCEMENT IN THE FIELD OF PANCREATIC DISEASE CINCINNATI CHILDREN'S HOSPITAL 3333 BURNET AVE ML4900 CINCINNATI OH 45229 310833936 501(C)(3) 25000 0 IN PURSUIT OF SCIENTIFIC ADVANCEMENT IN THE FIELD OF PANCREATIC DISEASE 8 PART I, LINE 2: THE NATIONAL PANCREAS FOUNDATION REQUIRES A FINANCIAL AND WRITTEN REPORT OF THE RESEARCH DONE THROUGHOUT THAT YEAR, ONE MIDTERM REPORT AND A FINAL FINANCIAL REPORT. A FINAL WRITTEN REPORT ON THE MEDICAL FINDINGS AND HOW THE FUNDS WERE ALLOCATED IS ALSO REQUIRED. ANY REQUEST FOR A REALLOCATION OF FUNDS MUST COME IN THE FORM OF A WRITTEN REQUEST TO THE FOUNDATION AND BE APPROVED, PRIOR TO ANY CHANGES. 0 0 0 0 0 0 0 0 0 DAVID BAKELMAN CEO 177985 0 0 0 0 0 0 0 11062 0 189047 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 - DIRECTOR PHILIP H. LOUGHLIN IV IS MARRIED TO ELLIE LOUGHLIN AND NEPHEW-IN-LAW OF JANE HOLT, CO-FOUNDER, AND THOMAS HOLT. - DIRECTOR PATRICIA S. BIRSIC, WIFE OF THOMAS BIRSIC, AND IS THE SISTER-IN-LAW OF THE LATE JOAN BIRSIC DAWSON (MARRIED TO WILLIAM DAWSON), MARY ANN BEIRNE, AND WILLIAM BIRSIC, MD. - DIRECTOR JANE HOLT, WIFE OF THOMAS HOLT, AND IS THE AUNT OF DIRECTORS ELLIE LOUGHLIN AND THE AUNT-IN-LAW TO PHILIP LOUGHLIN. - TREASURER MARY ANN BEIRNE, IS THE SISTER OF WILLIAM BIRSIC AND THE LATE JOAN BIRSIC DAWSON (MARRIED TO WILLIAM DAWSON) AND THE SISTER-IN-LAW OF DIRECTOR PATRICIA BIRSIC AND THOMAS BIRSIC. - DIRECTOR ELIZABETH LOUGHLIN IS MARRIED TO PHILIP LOUGHLIN, IS THE NIECE OF THOMAS AND JANE HOLT. - DIRECTOR WILLIAM I. BIRSIC, MD IS BROTHER TO TREASURER MARY ANN BEIRNE AND TO THE LATE JOAN BIRSIC DAWSON (MARRIED TO WILLIAM DAWSON) AND BROTHER-IN-LAW TO DIRECTOR PATRICIA BIRSIC. - DIRECTOR THOMAS BIRSIC IS THE HUSBAND OF PATRICIA BIRSIC, BROTHER OF MARY ANN BEIRNE AND WILLIAM BIRSIC, AND BROTHER-IN-LAW OF WILLIAM DAWSON. - DIRECTOR WILLIAM D. DAWSON III WAS MARRIED TO THE LATE JOAN BIRSIC DAWSON WHOSE SIBLINGS ARE TREASURER MARY ANN BEIRNE AND WILLIAM I. BIRSIC AND SISTER-IN-LAW TO DIRECTOR PATRICIA BIRSIC AND THOMAS BIRSIC. - THOMAS HOLT, JR. IS THE HUSBAND OF JANE HOLT, UNCLE TO ELIZABETH LOUGHLIN, PHILIP LOUGHLIN. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE INDEPENDENT CERTIFIED ACCOUNTANT AND THEN SUBMITTED TO THE TREASURER FOR REVIEW. AFTER IT IS APPROVED, IT IS PROCESSED AND SENT TO THE ORGANIZATION FOR PROPER SIGNATURES AND MAILING. THE FORM 990 WILL BE MADE TO THE BOARD MEMBERS DIRECTLY THROUGH EMAIL. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS ON A YEARLY BASIS REVIEWS AND DISCUSSES THE CONFLICT OF INTEREST POLICY AND DISCUSSES IT WITH THE EMPLOYEES DURING THEIR ANNUAL REVIEWS. THE BOARD OF DIRECTORS ALSO ENSURES THAT THE VENDORS AND SERVICE PROVIDERS ARE AT ARMS LENGTH. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD RECEIVES DATA ON COMPARABLE POSITIONS IN DETERMINING THE SALARIES OF THEIR EMPLOYEES BY THE USE OF MARKET SURVEYS. FORM 990, PART VI, SECTION C, LINE 18 INFORMATION IS POSTED ON THE ORGANIZATION'S WEBSITE, AND IS AVAILABLE FOR INSPECTION UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES THE APPLICABLE DOCUMENTS AVAILABLE TO THE PUBLIC BY INSPECTION UPON REQUEST OF THE INFORMATION AND BY POSTING CERTAIN DOCUMENTS ON THEIR WEBSITE. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR.