2026-08-14T12:32:54-05:00 2025-09-30 390859910 BAKER TILLY ADVISORY GROUP LP 225 S 6TH ST 1100 MINNEAPOLIS MN 55402 990 2024-10-01 840865803 NATIONAL MARROW DONOR PROGRAM NATI 7634065800 500 N 5TH ST MINNEAPOLIS MN 554011206 KATHERINE HEYERDAHL CHIEF FINANCIAL OFFICER 7634065800 2026-08-11 1 1 KAREN A GRIES P00078514 6128764500 2026-08-11 2024 2025-03-06 01:10:19Z NMDP AMY RONNEBERG 500 N 5TH ST MINNEAPOLIS MN 554011206 795046161 0 X WWW.NMDP.ORG X 1981 CO WE SAVE LIVES THROUGH CELLULAR THERAPY. 13 13 1868 21000 3289 0 56094143 56998772 579438913 676121745 31110065 8088064 24661 22740 666667782 741231321 7958409 8512573 0 0 230212503 258118111 0 0 922414 384874389 427850595 623045301 694481279 43622481 46750042 402742599 474546080 166402617 185164558 236339982 289381522 X SEE SCHEDULE O. 0 0 442196776 8190603 657035539 TRANSPLANT:AT NMDP, WE BELIEVE EACH OF US HOLDS THE KEY TO CURING BLOOD CANCERS AND DISORDERS. AS A GLOBAL NONPROFIT LEADER IN CELL THERAPY, NMDP CREATES ESSENTIAL CONNECTIONS BETWEEN RESEARCHERS AND SUPPORTERS TO INSPIRE ACTION AND ACCELERATE INNOVATION TO FIND LIFE-SAVING CURES. WITH THE HELP OF BLOOD STEM DONORS AND OUR EXTENSIVE NETWORK OF TRANSPLANT PARTNERS, PHYSICIANS AND CAREGIVERS, WE'RE EXPANDING ACCESS TO TREATMENT SO THAT EVERY PATIENT CAN RECEIVE THEIR LIFE-SAVING CELL THERAPY. CURRENTLY THERE ARE MORE THAN 9 MILLION TOTAL POTENTIAL U.S. DONORS ON THE NMDP REGISTRY. NMDP FACILITATES ALL UNRELATED TRANSPLANTS IN THE U.S., ASSISTING DOCTORS IN SEARCHING MORE THAN 43 MILLION POTENTIAL DONORS WORLDWIDE. NMDP HAS IMPACTED MORE THAN 150,000 LIVES SINCE 1987. 74340176 321970 18893305 RESEARCH: RESEARCH INNOVATIONS ARE CRITICAL TO EXPANDING TREATMENT TO MORE PATIENTS AND IMPROVING OUTCOMES. EACH YEAR, THE NMDP FOUNDATION IS PROUD TO INVEST IN RESEARCH THROUGH:THE NMDP AMY STRELZER MANASEVIT RESEARCH PROGRAM: THE AMY PROGRAM FUNDS EARLY CAREER INVESTIGATORS FOCUSED ON ADVANCES IN THE PREVENTION AND TREATMENT OF POST-CELL THERAPY COMPLICATIONS (E.G., GRAFT-VERSUS-HOST -DISEASE AND INFECTION).IN 2025, NMDP FOUNDATION FUNDED THE WORK OF 12 AMY SCHOLARS. AMY SCHOLARS HAVE GONE ON TO BECOME LEADERS IN THE FIELD, PURSUING SCIENTIFIC ADVANCES THAT HELP NMDP PATIENTS LIVE LONGER, HEALTHIER LIVES. SINCE 1998, THE NMDP FOUNDATION HAS INVESTED NEARLY $13 MILLION TO HELP LAUNCH THE CAREERS OF 53 YOUNG PHYSICIAN-SCIENTISTS. AFTER RECEIVING THEIR NMDP AMY SCHOLAR AWARD, 53 YOUNG PHYSICIAN-SCIENTISTS HAVE GONE ON TO WIN MORE THAN $250 MILLION IN SUBSEQUENT GOVERNMENT GRANT FUNDING TO PURSUE THE DISCOVERIES TO HELP PATIENTS LIVE LONGER, HEALTHIER LIVES AFTER CELL THERAPY. TODAY, THE AMY STRELZER MANASEVIT RESEARCH PROGRAM FOR THE STUDY OF POST-CELL THERAPY COMPLICATIONS IS ONE OF THE LARGEST AND MOST COVETED FELLOWSHIPS IN THE FIELD OF TRANSPLANTATION.NMDP DONOR FOR ALL: THIS SERIES OF TRANSFORMATIONAL MULTI-CENTER CLINICAL TRIALS IS TESTING A NEW TRANSPLANT PROTOCOL AIMED AT MAKING MISMATCHED DONOR TRANSPLANTS SAFER AND MORE EFFECTIVE, WITH THE GOAL OF EXPANDING ACCESS TO TRANSPLANT TO THOUSANDS OF PATIENTS WHO LACK A FULLY MATCHED DONOR.ANTHONY NOLAN TRUST: PROVIDE SUPPORT TO THE ANTHONY NOLAN RESEARCH INSTITUTE TO CONTINUE DEVELOPMENT AND MAINTENANCE OF AN HLA CLASS I AND II SEQUENCE DATABASE AND PROVISION OF HLA CLASS I AND II SEQUENCE INFORMATION.CIBMTR (CENTER FOR INTERNATIONAL BLOOD AND MARROW TRANSPLANT RESEARCH) A PARTNERSHIP BETWEEN THE MEDICAL COLLEGE OF WISCONSIN AND NMDP IS THE LEADING HUB FOR TRANSPLANT AND CELL THERAPY RESEARCH. NMDP FOUNDATION HELPS TO FUND VARIOUS OTHER INNOVATIVE RESEARCH STUDIES LED AND MANAGED BY CIBMTR. 49882609 0 RECRUITMENT:THE NMDP REGISTRY IS A LISTING OF MILLIONS OF POTENTIAL DONORS AND CORD BLOOD UNITS. EVERY SEARCH THROUGH NMDP PROVIDES PATIENTS WITH ACCESS TO MORE THAN 43 MILLION POTENTIAL ADULT DONORS AND MORE THAN 761,000 CORD BLOOD UNITS WORLDWIDE. THE BEST MATCH FOR A PATIENT IS TYPICALLY SOMEONE WHO SHARES THEIR ETHNIC BACKGROUND. IMPROVING THE ETHNIC DIVERSITY OF THE NMDP REGISTRY IMPROVES ALL PATIENTS' ODDS OF FINDING THEIR BEST MATCH, REGARDLESS OF ETHNIC BACKGROUND.PEOPLE BETWEEN THE AGES OF 18 AND 35 ARE MOST URGENTLY NEEDED. RESEARCH HAS SHOWN THAT CELLS FROM YOUNGER DONORS LEAD TO BETTER LONG-TERM SURVIVAL FOR PATIENTS.IN FY25, MORE THAN 230,000 POTENTIAL DONORS JOINED THE NMDP REGISTRY (35% OF WHOM WERE ETHNICALLY DIVERSE) AND MORE THAN 4,300 UMBILICAL CORD UNITS WERE ADDED TO THE REGISTRY. 26476812 192901 THE NMDP FOUNDATION PARTNERS WITH NMDP TO ADVANCE VARIOUS INITIATIVES THAT DIRECTLY SUPPORT PATIENTS AND PROVIDERS. THESE PROGRAMS INCLUDE:NMDP PROVIDES COMPREHENSIVE EDUCATION AND SUPPORT SERVICES TO PATIENTS AND THEIR FAMILIES THROUGH ONE-ON-ONE NAVIGATION SUPPORT, VIDEO, PRINTED, AND DIGITAL EDUCATION RESOURCES, COUNSELING, NMDP PEER CONNECT PROGRAM, AND THE JASON CARTER CLINICAL TRIALS SEARCH AND SUPPORT PROGRAM, WHICH HELPS PATIENTS WITH LIFE-THREATENING BLOOD DISORDERS FIND CLINICAL TRIALS. NMDP PROVIDES FINANCIAL ASSISTANCE TO ELIGIBLE PATIENT FAMILIES. IN FY25, WE PROVIDED $7 MILLION TO 3,400 FAMILIES. NMDP ALSO PARTNERS WITH PROVIDERS ACROSS OUR TRANSPLANT CENTER NETWORK AND AT COMMUNITY-BASED HEMATOLOGY/ONCOLOGY PRACTICES AROUND THE COUNTRY, TO ENSURE BROAD ACCESS TO TREATMENT AND SUPPORT SERVICES THROUGH THE PATHWAYS TO TRANSPLANT PROGRAM. NMDP FOUNDATION RAISES FUNDS TO SUPPORT THESE CRITICAL SERVICES. 26476812 192901 592896373 1 1 0 1 0 0 0 0 0 0 1 0 1 0 1 1 0 1 0 1 1 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 1 1476 0 1 1868 1 1 1 1 MX CJ 0 0 0 0 0 0 0 0 1 0 X 13 13 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AR CA FL GA HI IL KS KY MD MA MI MN MS NH NJ NM NY NC OR PA RI SC TN UT VA WV WI CT ND X KATHERINE HEYERDAHL 7634065800 500 N 5TH ST MINNEAPOLIS MN 554011206 JUDY GASSON CHAIR 1.00 0.00 X X 0 0 0 STEPHANIE LEE VICE CHAIR 1.00 0.00 X X 0 0 0 ELIZABETH SHPALL SECRETARY 1.00 0.00 X X 0 0 0 ANNE MCGEORGE DIRECTOR 1.00 0.00 X 0 0 0 BRIAN REITHEL IMMEDIATE PAST CHAIR 1.00 0.00 X X 0 0 0 GARHENG KONG DIRECTOR 1.00 0.00 X 0 0 0 LAURIE STRONGIN DIRECTOR 1.00 0.00 X 0 0 0 LORI MUFFLY DIRECTOR 1.00 0.00 X 0 0 0 MICHAEL STEWART DIRECTOR 1.00 0.00 X 0 0 0 NAVNEET MAJHAIL DIRECTOR 1.00 0.00 X 0 0 0 AMY RONNEBERG CHIEF EXECUTIVE OFFICER 48.00 2.00 X 1855370 0 296877 STEVEN DEVINE CHIEF MEDICAL OFFICER 50.00 0.00 X 1006352 0 152261 KATHERINE HEYERDAHL CHIEF FINANCIAL OFFICER 48.00 2.00 X 376054 0 30432 MICHAEL MCCULLOUGH CHIEF DIGITAL & INFO OFFICER 47.00 3.00 X 734397 0 5312 JULIE SMOLICH SVP, PATIENT & PROVIDER SE 49.00 1.00 X 815438 0 138725 JAMIE MARGOLIS SVP, MEMBER, DONOR & PRODUCT OPERATIONS 49.50 0.50 X 808519 0 118908 JOY KING CHIEF ADVANCEMENT OFFICER 30.00 20.00 X 394471 262980 49185 ERICA JENSEN SVP, STRATEGY & ADVANCEMENT 49.00 1.00 X 780492 0 145284 JEFFERY AULETTA SVP & CHIEF SCIENTIFIC OFFICER 49.00 1.00 X 839307 0 146017 JOHN MILLER VP, MEDICAL & QUALITY SERV 49.00 1.00 X 739939 0 39256 HEATHER STEFANSKI VICE PRESIDENT, MEDICAL SE 50.00 0.00 X 610248 0 107989 BRIAN LINDBERG CHIEF ADMINISTRATIVE OFFICER 50.00 0.00 X 555245 0 63939 CHRISTOPHER MCCLAIN EXECUTIVE BIOT SALES AND MARKETING 50.00 0.00 X 537349 0 60351 RAVYN MILLER DIRECTOR 1.00 0.00 X 0 0 0 RAYNE ROUCE DIRECTOR 1.00 0.00 X 0 0 0 TREY LOUGHRAN DIRECTOR 1.00 0.00 X 0 0 0 VICKI RASMUSEN DIRECTOR 1.00 0.00 X 0 0 0 10053181 262980 1354536 728 0 1 0 THE EMMES CORPORATION 401 N WASHINGTON STREET SUITE 700 ROCKVILLE MD 20850 RESEARCH DATA COLLECTION 7911875 COHERENT SOLUTIONS INC 1600 UTICA AVE S SUITE 120 MINNEAPOLIS MN 55416 INFORMATION TECHNOLOGY SERVICES 7495398 PUBLICIS HEALTH COLLECTIONS 375 HUDSON ST NEW YORK NY 10014 MARKETING SERVICES 4512119 EPLUS TECHNOLOGY 13595 DULLES TECHNOLOGY DRIVE HERNDON VA 20171 INFORMATION TECHNOLOGY SERVICES 4284712 BERGHUIS AND HUNT 14550 EXCELSIOR BLVD - SUITE 203 MINNETONKA MN 55345 INFORMATION TECHNOLOGY SERVICES 3920281 141 3726102 52060200 1212470 56998772 SEARCH/PROCUREMENT REVENUE 621999 676121745 676121745 676121745 4334019 4334019 4216 927 3289 3289 3289 57567958 53813169 744 3754789 -744 3754045 3754045 OTHER REVENUE 900099 19451 19451 19451 741231321 676121745 3289 8107515 8190603 8190603 321970 321970 5532336 5532336 199691671 155733214 43680964 277493 12074198 9244531 2812630 17037 25514543 19673755 5816438 24350 15305363 11780356 3503982 21025 798807 798807 162583 162583 1327903 1327903 218322 218322 18777606 14921144 3856462 18511621 14487922 3500357 523342 2928296 2897151 31145 46943728 34322906 12620822 3968174 142104 3826070 4808444 3528933 1257117 22394 1611675 1074243 537196 236 502568 502568 17509754 8200508 9309246 1387715 152553 1234898 264 MEDICAL SERVICES EXP. 280380211 280380211 FORMS COMPLETION & RES. 16447792 16447792 DONOR RECRUITMENT SVCS. 8576387 8576387 OTHER EXPENSES 2319401 1492187 822086 5128 669608 669608 694481279 592896373 100662492 922414 57836829 97714566 5895407 11568150 75041679 83585017 10905822 12221788 188699197 110625185 79593095 78074012 134068035 145675597 31274596 37071059 8127136 8635891 402742599 474546080 117543232 140579208 4131876 4885915 44727509 39699435 166402617 185164558 X 236339982 289381522 236339982 289381522 402742599 474546080 46750042 6291498 0 X 0 1 X 1 1 1 X 51162924 64021069 59636648 56094143 56998772 287913556 388404186 434102011 508370767 579438913 676121745 2586437622 439567110 498123080 568007415 635533056 733120517 2874351178 0 53540708 63611960 76145656 74843091 111898898 380040313 53540708 63611960 76145656 74843091 111898898 380040313 2494310865 2680739 2976195 3004500 3920367 4334019 16915820 2680739 2976195 3004500 3920367 4334019 16915820 83992 82787 113302 4061 3289 287431 1800 3000 20600 18704 44104 442331841 501183862 571128217 639478084 737476529 2891598533 0.86260 0.89030 0.00580 0.00610 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2021 AMOUNT: $ 1,800. 2022 AMOUNT: $ 3,000. 2023 AMOUNT: $ 20,600. 2024 AMOUNT: $ 18,704. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 1 3273 0 0 1 397068 0 1 1172813 1573154 1 PART II-B, LINE 1 A NON-PROFIT LEADER IN BONE MARROW TRANSPLANT, NMDP CREATES ESSENTIAL CONNECTIONS BETWEEN VOLUNTEERS AND ELECTED OFFICIALS TO INSPIRE ACTION AND ACCELERATE INNOVATION TO FIND LIFE-SAVING CURES FOR BLOOD CANCER AND DISORDERS. NMDP IS ENTRUSTED TO OPERATE THE NATIONAL REGISTRY OF CORD BLOOD UNITS AND POTENTIAL BONE MARROW AND BLOOD STEM CELL DONORS. NMDP WORKS WITH ELECTED OFFICIALS AT THE STATE AND FEDERAL LEVELS TO EXPAND ACCESS TO TREATMENT SO THAT EVERY PATIENT CAN RECEIVE THEIR LIFE-SAVING TRANSPLANT.PART II-B, LINE 1I INCLUDES LOBBYING EXPENSES FOR VENDORS THAT PROVIDED SUPPORT SERVICES, NMDP'S GRASSROOTS LOBBYING EFFORTS, PRINTING AND ACQUISITION OF MATERIALS FOR LOBBYING EFFORTS, AND TRAINING OPPORTUNITIES FOR NMDP'S GOVERNMENT AFFAIRS AND PUBLIC POLICY TEAM. 64717863 40626576 24091287 13203405 6187130 7016275 20169450 14035473 6133977 90608479 49776006 40832473 78074012 PRI-FOREIGN SUBSIDIARIES 29256231 C ALTERNATIVE INVESTMENTS (PNC) 3980952 C PRI-NMDP AUXILIARY SERVICES 3833876 C 37071059 LONG TERM CAPITAL LEASE 31987111 DEFERRED COMPENSATION & RENT PAYABLE 7712324 39699435 X PART X, LINE 2: THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT THE NATIONAL MARROW DONOR PROGRAM (NMDP) AND NMDP FOUNDATION (NMDPF) ARE TAX-EXEMPT ORGANIZATIONS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC). THE NOT-FOR-PROFIT STATUS OF THE NMDP AND NMDPF ARE CONSIDERED TAX POSITIONS UNDER FASB ASC 740, INCOME TAXES. THE ORGANIZATION FOLLOWS THE ACCOUNTING STANDARDS FOR CONTINGENCIES IN EVALUATING UNCERTAIN TAX POSITIONS. THIS GUIDANCE PRESCRIBES RECOGNITION THRESHOLD PRINCIPLES FOR THE FINANCIAL STATEMENT RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. NO LIABILITY HAS BEEN RECOGNIZED BY THE ORGANIZATION FOR UNCERTAIN TAX POSITIONS AS OF SEPTEMBER 30, 2025 OR 2024, HOWEVER, ANY UNRELATED BUSINESS INCOME MAY BE SUBJECT TO TAXATION. THE ORGANIZATION'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. NMDP COLLECTION SERVICES, LLC (NMDPCS) IS TREATED AS A DISREGARDED ENTITY FOR INCOME TAX REPORTING PURPOSES. AS SUCH, NMDPCS'S INCOME, LOSSES AND CREDITS ARE INCLUDED IN THE TAX RETURN OF ITS SOLE MEMBER AND PARENT, NMDP. NMDP AUXILIARY SERVICES, LLC (NMDPAS) IS A REGARDED ENTITY FOR TAX PURPOSES AND FILES A SEPARATE TAX RETURN. CLEAR INSURANCE, LTD (CLEAR) IS AN EXEMPT COMPANY OPERATING SUBJECT TO THE COMPANIES LAW (REVISED) OF CAYMAN ISLANDS AND IS INCLUDED IN THE TAX RETURN OF NMDP. NMDP MEXICO (NMDPM) IS TREATED AS A FOREIGN CORPORATION FOR U.S INCOME TAX REPORTING PURPOSES. NMDPM FILES A SEPARATE TAX RETURN IN MEXICO. 1 CENTRAL AMERICA AND THE CARIBBEAN 1 0 PROGRAM SERVICES CAPTIVE INSURANCE 3920739 CENTRAL AMERICA AND THE CARIBBEAN 1 0 MAINTAINING OFFICES CAPTIVE INSURANCE 210093 CENTRAL AMERICA AND THE CARIBBEAN 1 0 INVESTMENTS CAPTIVE INSURANCE 1172 CENTRAL AMERICA AND THE CARIBBEAN 1 0 PROGRAM SERVICES MEDICAL 4479044 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES MEDICAL 4229044 EUROPE 0 0 PROGRAM SERVICES MEDICAL 62647000 EUROPE 0 0 GRANTMAKING RESEARCH 299914 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES MEDICAL 8496324 NORTH AMERICA 1 0 PROGRAM SERVICES MEDICAL 1137000 NORTH AMERICA 1 0 INVESTMENTS MEDICAL 4455916 NORTH AMERICA 1 0 PROGRAM SERVICES MEDICAL 4392375 RUSSIA AND NEIGHBORING STATES 0 0 PROGRAM SERVICES MEDICAL 12565 SOUTH AMERICA 0 0 PROGRAM SERVICES MEDICAL 4972575 SOUTH ASIA 0 0 PROGRAM SERVICES MEDICAL 674460 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES MEDICAL 652359 NORTH AMERICA 1 0 GRANTMAKING RESEARCH 22056 4 0 4 0 8 0 84283330 16319306 100602636 EUROPE RESEARCH 299914 WIRE TRANSFER 0 NORTH AMERICA CONFERENCE SPONSOR 22056 WIRE TRANSFER 0 1 0 1 0 0 1 PART I, LINE 2: PART I, LINE 2 MONITORING OF OTHER ASSISTANCE ACTIVITIES REPORTED IN PART I, LINE 3 AND PART II BEFORE ANY PAYMENT IS MADE FOR AN EVENT, SPONSORSHIP, OR OTHER ASSISTANCE ACTIVITY, INCLUDING THOSE OUTSIDE OF THE UNITED STATES, REPORTED IN SCHEDULE F, PART I, LINE 3, SUPPORTING DOCUMENTATION IS REVIEWED AND ROUTED THROUGH NMDP'S ORACLE PROCUREMENT APPROVAL PROCESS IN ACCORDANCE WITH THE ORGANIZATION'S CHART OF AUTHORITY. ADDITIONAL CONTROL PROTOCOLS ARE FOLLOWED FOR ACTIVITIES OCCURRING IN COUNTRIES SUBJECT TO U.S. IMPORT AND EXPORT LAWS AND REGULATIONS SUCH AS THE SANCTIONS ADMINISTERED BY THE U.S. DEPARTMENT OF TREASURY'S OFFICE OF FOREIGN ASSETS CONTROL (OFAC). PART I, LINE 2 MONITORING OF GRANTMAKING ACTIVITIES REPORTED IN PART I, LINE 3 AND PART II NMDP PROVIDES GRANT FUNDING TO SUPPORT RESEARCH AND EDUCATIONAL MEETINGS FOCUSED ON CELL THERAPY AND TRANSPLANTATION. ORGANIZATIONS SEEKING FUNDING, INCLUDING TRANSPLANT CENTERS AND RESEARCH INSTITUTIONS OUTSIDE OF THE UNITED STATES, MUST SUBMIT A PROPOSAL DESCRIBING THE PURPOSE, SCOPE, EXPECTED ACTIVITIES, AND REQUESTED FUNDING BEFORE SUPPORT IS PROVIDED. NMDP REVIEWS AND APPROVES EACH PROPOSAL TO CONFIRM ALIGNMENT WITH ORGANIZATIONAL OBJECTIVES AND APPLICABLE COMPLIANCE REQUIREMENTS. 1 NMDP FOUNDATION 500 N 5TH STREET MINNEAPOLIS MN 55401 411704734 501(C)(3) 7971487 0 HRSA PATIENT ASSISTANCE FUNDING, NMDP SUPPORT MASC HOSPITALITY GROUP 88 MORNINGSIDE AVE 4E BROOKEVILLE MD 20833 844531136 25000 0 EVENT SPONSORSHIP BOSTON GLOBE MEDIA PARTNERS PO BOX 3074 BOSTON MA 02241 463494661 30000 0 CONFERENCE SPONSORSHIP COLUMBIA UNIVERSITY MEDICAL CENTER 177 FORT WASHINGTION AVE 6GN 435 NEW YORK NY 10032 135598093 501(C)(3) 15000 0 EVENT SPONSORSHIP SUGAR LAND ASTROS 548 SILICON DRIVE 101 SOUTHLAKE TX 76092 871009923 22500 0 EVENT SPONSORSHIP TIME USA 3 BRYANT PARK 6TH FLOOR NEW YORK NY 10036 832326275 75000 0 CONFERENCE SPONSORSHIP 2 4 PART I, LINE 2: PROCEDURE FOR MONITORING THE USE OF GRANT FUNDS INSIDE THE U.S. BEFORE ANY CHECK IS CUT FOR EVENT OR OTHER SPONSORSHIP, THE DOCUMENTATION AROUND WHAT THE EXPENDITURE IS FOR IS REVIEWED AND ROUTED THROUGH OUR ORACLE PROCUREMENT MODULE APPROVALS FOLLOWING OUR ORGANIZATION'S CHART OF AUTHORITY. X X X X 1 0 0 0 0 0 0 1 0 AMY RONNEBERG CHIEF EXECUTIVE OFFICER 796793 0 1036025 0 22552 0 279450 0 17427 0 2152247 0 319400 0 STEVEN DEVINE CHIEF MEDICAL OFFICER 498187 0 479020 0 29145 0 132450 0 19811 0 1158613 0 121763 0 KATHERINE HEYERDAHL CHIEF FINANCIAL OFFICER 233058 0 138307 0 4689 0 14355 0 16077 0 406486 0 0 0 MICHAEL MCCULLOUGH CHIEF DIGITAL & INFO OFFICER 74302 0 187725 0 472370 0 0 0 5312 0 739709 0 0 0 JULIE SMOLICH SVP, PATIENT & PROVIDER SE 398955 0 402622 0 13861 0 108474 0 30251 0 954163 0 110084 0 JAMIE MARGOLIS SVP, MEMBER, DONOR & PRODUCT OPERATI 396875 0 400526 0 11118 0 109846 0 9062 0 927427 0 109764 0 JOY KING CHIEF ADVANCEMENT OFFICER 193721 129147 193746 129164 7004 4669 17687 11791 11824 7883 423982 282654 52915 35277 ERICA JENSEN SVP, STRATEGY & ADVANCEMENT 380463 0 387680 0 12349 0 112803 0 32481 0 925776 0 107800 0 JEFFERY AULETTA SVP & CHIEF SCIENTIFIC OFFICER 403753 0 415779 0 19775 0 110024 0 35993 0 985324 0 111312 0 JOHN MILLER VP, MEDICAL & QUALITY SERV 437507 0 271737 0 30695 0 29479 0 9777 0 779195 0 40457 0 HEATHER STEFANSKI VICE PRESIDENT, MEDICAL SE 351695 0 242014 0 16539 0 81961 0 26028 0 718237 0 33344 0 BRIAN LINDBERG CHIEF ADMINISTRATIVE OFFICER 461831 0 75000 0 18414 0 29479 0 34460 0 619184 0 60000 0 CHRISTOPHER MCCLAIN EXECUTIVE BIOT SALES AND MARKETING 265791 0 228250 0 43308 0 29479 0 30872 0 597700 0 0 0 PART I, LINE 4A SEVERANCE: THE FOLLOWING INDIVIDUALS RECEIVED A SEVERANCE PAYMENT DURING CALENDAR 2024 MICHAEL MCCULLOUGH, CHIEF DIGITAL AND INFORMATION OFFICER $430,117 PART I, LINE 7: THE ORGANIZATION OFFERS AN ANNUAL INCENTIVE PLAN (AIP) TO ALL EMPLOYEES FOR THE CONTRIBUTIONS THEY MAKE TO THE ORGANIZATION'S RESULTS. AIP AWARDS ARE DETERMINED AS PART OF A FORMULA UTILIZING AN EMPLOYEE'S BASE PAY, THE EMPLOYEE'S AIP TARGET PERCENTAGE, AND THE ORGANIZATION'S PERFORMANCE. AIP AWARDS ARE SUBJECT TO EXECUTIVE TEAM APPROVAL AND TO ACHIEVING ESTABLISHED PERFORMANCE REQUIREMENTS. THE ORGANIZATION OFFERS A LONGTERM INCENTIVE PLAN (LTIP) TO ELIGIBLE SENIOR LEADERSHIP EMPLOYEES. THE VARIABLE INCENTIVE COMPENSATION PLAN IS MEANT TO LINK SENIOR LEADER COMPENSATION TO ACHIEVEMENT OF LONG-TERM PERFORMANCE RESULTS AND TO ASSIST THE ORGANIZATION IN ATTRACTING AND RETAINING SENIOR LEADERS BY PROVIDING MISSION-BASED LONG-TERM INCENTIVES AND REWARDS FOR SUPERIOR PERFORMANCE. LTIP AWARDS ARE DETERMINED AS PART OF A FORMULA UTILIZING AN EMPLOYEE'S BASE SALARY IN EFFECT ON THE LAST DAY OF THE PERFORMANCE PERIOD, THE EMPLOYEE'S LTIP TARGET PERCENTAGE, AND THE OPERATING PERFORMANCE INDEX RESULTS FOR THE PERFORMANCE PERIOD. THE AWARD IS SUBJECT TO ACHIEVING ESTABLISHED PERFORMANCE REQUIREMENTS. LTIP AWARDS THAT WERE REPORTED AS AN EMPLOYEE'S DEFERRED COMPENSATION IN PRIOR YEARS AND PAID IN THE CURRENT YEAR ARE INCLUDED IN COLUMN (F). LTIP AWARDS THAT WERE PAID IN THE CURRENT YEAR ARE REPORTED IN COLUMN (B)(II). FORM 990, PART III, LINE 1: AT NMDP, WE BELIEVE EACH OF US HOLDS THE KEY TO CURING BLOOD CANCERS AND DISORDERS. AS A GLOBAL NONPROFIT LEADER IN CELL THERAPY, NMDP CREATES ESSENTIAL CONNECTIONS BETWEEN RESEARCHERS AND SUPPORTERS TO INSPIRE ACTION AND ACCELERATE INNOVATION TO FIND LIFE-SAVING CURES. WITH THE HELP OF BLOOD STEM DONORS AND OUR EXTENSIVE NETWORK OF TRANSPLANT PARTNERS, PHYSICIANS AND CAREGIVERS, WE'RE EXPANDING ACCESS TO TREATMENT SO THAT EVERY PATIENT CAN RECEIVE THEIR LIFE-SAVING CELL THERAPY. OUR MISSION: WE SAVE LIVES THROUGH CELL THERAPY. OUR VISION: CREATE A WORLD WHERE EVERY PATIENT CAN RECEIVE THEIR LIFE-SAVING CELL THERAPY. THE NMDP FOUNDATION RAISES FUNDS FOR THREE PROGRAMS CRITICAL TO OUR LIFE-SAVING MISSION: TRANSPLANT RESEARCH, PATIENT FINANCIAL ASSISTANCE AND DONOR FINANCIAL ASSISTANCE. SOME OF THE LIFE-CHANGING WORK THAT WE'RE DOING IS SOLELY FUNDED BY OUR COMMUNITY OF SUPPORTERS. WE CONDUCT RESEARCH THROUGH OUR RESEARCH PROGRAM, CIBMTR (CENTER FOR INTERNATIONAL BLOOD AND MARROW TRANSPLANT RESEARCH) IN COLLABORATION WITH THE MEDICAL COLLEGE OF WISCONSIN. OUR RESEARCH LEADS TO MORE LIVES SAVED AND AN ENRICHED QUALITY OF LIFE FOR THOUSANDS OF PATIENTS. THROUGH THE NMDP AMY STRELZER MANASEVIT RESEARCH PROGRAM AND OTHER RESEARCH GRANTS, OUTSTANDING EARLY-CAREER RESEARCHERS ARE DOING INNOVATIVE WORK TO FIND SOLUTIONS TO THE COMPLICATIONS THAT CAN ARISE AFTER TRANSPLANT. THEY'RE DEVELOPING TREATMENT APPROACHES THAT WILL HELP THE NEXT GENERATION OF TRANSPLANT PATIENTS LIVE LONGER AND HEALTHIER LIVES. PATIENT FINANCIAL ASSISTANCE HELPS COVER TRANSPLANT-RELATED COSTS NOT COVERED BY INSURANCE. THESE COSTS, INCLUDING TRANSPORTATION, LODGING, LOST WAGES AND PRESCRIPTIONS, WOULD OTHERWISE CAUSE SIGNIFICANT HARDSHIP FOR PATIENTS OR EVEN PREVENT PATIENTS FROM MOVING FORWARD WITH TRANSPLANT. NMDP CONNECTS PATIENTS WITH A MATCHING, UNRELATED DONOR - A SELFLESS STRANGER WHO CAN STEP UP AND DONATE HEALTHY BLOOD STEM CELLS TO GIVE THEM THE CHANCE AT A LIFE-SAVING TRANSPLANT. FORM 990, PART VI, SECTION A, LINE 1A THE NMDP BYLAWS STATE: "THE EXECUTIVE COMMITTEE SHALL AT ALL TIMES INCLUDE THE CHAIR OF THE BOARD, THE IMMEDIATE PAST CHAIR (WHEN IN OFFICE), THE CHAIR-ELECT (WHEN IN OFFICE), THE SECRETARY, THE CHIEF EXECUTIVE OFFICER, AND ANY GOVERNMENT REPRESENTATIVES. ANY AND ALL ADDITIONAL MEMBERS OF THE EXECUTIVE COMMITTEE SHALL BE VOTING DIRECTORS, EXCEPT THE CHIEF EXECUTIVE OFFICER AND GOVERNMENT REPRESENTATIVES, WHO SHALL SERVE AS NON-VOTING EX OFFICIO MEMBERS OF THE COMMITTEE. THE EXECUTIVE COMMITTEE SHALL, TO THE EXTENT ALLOWED BY APPLICABLE LAW, HAVE THE AUTHORITY OF THE BOARD IN THE OVERSIGHT OF THE BUSINESS OF THE CORPORATION BETWEEN MEETINGS OF THE FULL BOARD AND SHALL HAVE SUCH OTHER AUTHORITY AND RESPONSIBILITIES AS SET FORTH IN THE EXECUTIVE COMMITTEE CHARTER." THE EXECUTIVE COMMITTEE CHARTER STATES: "THE EXECUTIVE COMMITTEE SHALL, TO THE EXTENT DETERMINED BY THE BOARD OF DIRECTORS, HAVE THE AUTHORITY OF THE BOARD IN THE OVERSIGHT OF THE BUSINESS OF THE CORPORATION BETWEEN MEETINGS OF THE FULL BOARD. THE EXECUTIVE COMMITTEE SHALL MANAGE THE BUSINESS OF THE CORPORATION AND DIRECT AND COORDINATE THE WORK ACTIVITIES OF COMMITTEES BETWEEN MEETINGS OF THE BOARD. THE EXECUTIVE COMMITTEE SHALL ALSO REVIEW KEY BOARD-LEVEL POLICIES AND PROCEDURES ON A PERIODIC BASIS AND RECOMMEND NEW OR MODIFIED POLICIES AND INITIATIVES. WITH THE BOARD, THE EXECUTIVE COMMITTEE IS RESPONSIBLE FOR OVERSIGHT OF THE STRATEGIC PLANNING PROCESS, DEVELOPING A CALENDAR FOR BOARD ACTIVITIES, AND PROVIDING GUIDANCE TO THE BOARD AND CORPORATION STAFF REGARDING THE APPROPRIATE ROLES OF EACH. THE EXECUTIVE COMMITTEE, IN CLOSE COORDINATION WITH THE AUDIT & FINANCE COMMITTEE, SHALL MONITOR THE FINANCIAL INTEGRITY OF OPERATIONS, INCLUDING EVALUATING PERFORMANCE AGAINST THE CORPORATION'S BUDGET AND STRATEGIC AND BUSINESS PLANS. IN ADDITION, THE EXECUTIVE COMMITTEE SHALL REPRESENT THE CORPORATION IN ITS INTERACTIONS WITH OTHER ORGANIZATIONS, CONGRESS, FEDERAL AGENCIES, PARTICIPATING CENTERS, CONSTITUENT GROUPS, PROFESSIONAL ORGANIZATIONS, AND THE PUBLIC." FORM 990, PART VI, SECTION A, LINE 2 THE FOLLOWING DIRECTORS OF NMDP HAVE A REPORTABLE BUSINESS RELATIONSHIP: ANNE MCGEORGE AND AMY RONNEBERG (MS. MCGEORGE AND MS. RONNEBERG WERE BOTH VOTING DIRECTORS OF CLEAR INSURANCE, LTD. DURING FY 2025). FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION CONTRACTED WITH AN OUTSIDE PUBLIC ACCOUNTING FIRM TO PREPARE THE FORM 990. PREPARING THE DETAILS AND SUPPORTING REPORTS FOR THE RETURN IS A COLLABORATIVE EFFORT AMONG A GROUP OF INDIVIDUALS IN THE FINANCIAL REPORTING & COMPLIANCE AREA OF FINANCE, COMPLIANCE AND HUMAN RESOURCES. ONCE A DRAFT IS RECEIVED, IT IS REVIEWED BY THE TEAM THAT PULLED THE DETAILS TOGETHER, SENIOR DIRECTOR, FINANCE AND CORPORATE CONTROLLER, AND NMDP CHIEF FINANCIAL OFFICER. NMDP GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER ALSO REVIEWS THE GOVERNANCE SECTIONS. A COPY OF THE RETURN IS PROVIDED TO THE ORGANIZATION'S AUDIT & FINANCE COMMITTEE AND BOARD OF DIRECTORS PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY STATES THE FOLLOWING: THE EXISTENCE OF AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST TURNS ON THE SPECIFIC FACTS AND CIRCUMSTANCES IN EACH CASE. IF A MEMBER HAS AN INTEREST WHICH MAY CONFLICT WITH THOSE OF THE ORGANIZATIONS, HE OR SHE MUST IMMEDIATELY DISCLOSE THE MATTERS AND DISCUSS THEM FULLY AND FRANKLY WITH THE APPLICABLE ORGANIZATION'S FULL BOARD OR ITS EXECUTIVE COMMITTEE, AS SET FORTH IN DETAIL BELOW. A MEMBER MUST NOT PARTICIPATE IN ANY MATTER IN WHICH THAT MEMBER MAY HAVE AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST WITHOUT THE EXPRESS APPROVAL OF THE APPLICABLE ORGANIZATION'S BOARD OF DIRECTORS OR EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS (EXECUTIVE COMMITTEE). ALL MEMBERS MUST DISCLOSE TO THE APPLICABLE ORGANIZATION'S BOARD OF DIRECTORS OR EXECUTIVE COMMITTEE ALL CONFLICTS OF INTEREST AND REPORTABLE RELATIONSHIPS, AND MUST ANNUALLY COMPLETE AND SUBMIT THE CONFLICT OF INTEREST QUESTIONNAIRE WHICH IS REQUIRED BY THIS POLICY. WHENEVER IN THE COURSE OF EVENTS A MEMBER'S CIRCUMSTANCES CHANGE SUCH THAT THE MEMBER KNOWS OR HAS REASON TO BELIEVE THAT THE MEMBER MAY HAVE AN ACTUAL OR PERCEIVED CONFLICT OF INTEREST, SUCH MEMBER SHALL PROMPTLY DISCLOSE THE POTENTIAL CONFLICT TO THE APPLICABLE ORGANIZATION'S BOARD OF DIRECTORS OR EXECUTIVE COMMITTEE. FOR THE PURPOSES OF THIS ARTICLE, A MEMBER MAY FORMALLY DISCLOSE A CONFLICT OR REPORTABLE RELATIONSHIP TO THE NMDP CHIEF EXECUTIVE OFFICER (CEO), THE NMDP CHIEF ADVANCEMENT OFFICER, OR THE NMDP LEGAL TEAM, AS APPLICABLE, WHO SHALL INFORM THE APPLICABLE ORGANIZATION'S BOARD OF DIRECTORS OR EXECUTIVE COMMITTEE FOR RESOLUTION. AS NOTED HEREIN, IF THE POTENTIAL CONFLICT INVOLVES A DIRECTOR OR COMMITTEE MEMBER, THAT DIRECTOR OR COMMITTEE MEMBER SHALL NOT PARTICIPATE IN OR VOTE UPON SUCH MATTERS UNTIL THE QUESTION OF THE EXISTENCE OF THE CONFLICT OF INTEREST HAS BEEN RESOLVED IN ACCORDANCE WITH THIS POLICY. LIKEWISE, AN OFFICER OR KEY EMPLOYEE MAY NOT BECOME SUBSTANTIALLY INVOLVED IN DECISION-MAKING INVOLVING ANY COVERED LITIGATION, CONTRACT OR TRANSACTION UNTIL THE RESOLUTION OF THE MATTER IN ACCORDANCE WITH THIS POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE NMDP BYLAWS STATE: THE COMPENSATION COMMITTEE SHALL BE COMPRISED ONLY OF VOTING DIRECTORS AND SHALL INCLUDE THE CHAIR OF THE BOARD AND AT LEAST ONE (1) NON-OFFICER BOARD MEMBER AS VOTING COMMITTEE MEMBERS. THE COMPENSATION COMMITTEE SHALL REVIEW AND EVALUATE THE OVERALL COMPENSATION AND BENEFIT STRUCTURE OF THE CORPORATION AND SHALL HAVE SUCH OTHER AUTHORITY AND RESPONSIBILITIES AS SET FORTH IN THE COMPENSATION COMMITTEE CHARTER. THE COMPENSATION COMMITTEE CHARTER STATES: THE COMMITTEE SHALL REVIEW AND EVALUATE THE OVERALL COMPENSATION AND BENEFIT STRUCTURE OF THE CORPORATION, AND APPROVE AND ADOPT A COMPENSATION PHILOSOPHY AND PRINCIPLES CONSISTENT WITH THE CORPORATION'S NOT-FOR-PROFIT STATUS (THE "COMPENSATION PHILOSOPHY AND PRINCIPLES"). THE COMMITTEE SHALL CONDUCT THE CHIEF EXECUTIVE OFFICER ("CEO") PERFORMANCE EVALUATION. THE COMMITTEE SHALL MAKE CEO TOTAL COMPENSATION AND BENEFIT RECOMMENDATIONS TO THE EXECUTIVE COMMITTEE, CONSISTENT WITH THE COMPENSATION PHILOSOPHY AND PRINCIPLES. IN MAKING COMPENSATION AND BENEFIT RECOMMENDATIONS FOR THE CEO, THE COMMITTEE SHALL UTILIZE, AMONG OTHER THINGS, COMPARABILITY DATA FOR COMPLIANCE WITH IRS INTERMEDIATE SANCTION PROVISIONS SO AS TO ALLOW THE CORPORATION TO TAKE ADVANTAGE OF THE REBUTTABLE PRESUMPTION OF REASONABLENESS. ON A PERIODIC BASIS, THE COMMITTEE SHALL OBTAIN COMPARABILITY DATA FROM AN INDEPENDENT COMPENSATION CONSULTANT. IN ADDITION, THE COMMITTEE SHALL ADVISE THE CEO IN HIS/HER EVALUATION OF AND DECISIONS REGARDING THE COMPENSATION OF AND BENEFITS FOR SENIOR CORPORATION EMPLOYEES, AS WELL AS THE PRESIDENT (OR EQUIVALENT LEADER) OF ANY SUBSIDIARY OF THE CORPORATION REPORTING TO THE CEO (TOGETHER, "SENIOR LEADERSHIP"). IN ADVISING THE CEO IN MAKING HIS/HER COMPENSATION AND BENEFIT DECISIONS FOR SENIOR LEADERSHIP, THE COMMITTEE SHALL ENSURE THAT SUCH DECISIONS ARE CONSISTENT WITH THE COMPENSATION PHILOSOPHY AND PRINCIPLES, AND UTILIZE, AMONG OTHER THINGS, COMPARABILITY DATA FOR COMPLIANCE WITH IRS INTERMEDIATE SANCTION PROVISIONS. IF DECISIONS PROPOSED BY THE CEO ARE OUTSIDE THE PARAMETERS OF THE COMPENSATION PHILOSOPHY AND PRINCIPLES, THE CEO MUST OBTAIN THE COMMITTEE'S APPROVAL PRIOR TO IMPLEMENTATION. FORM 990, PART VI, SECTION C, LINE 19 THE CONFLICT OF INTEREST POLICY, ARTICLES OF INCORPORATION AND CONSOLIDATED AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. SUMMARY FINANCIAL STATEMENTS ARE ALSO INCLUDED IN OUR ANNUAL REPORT, WHICH IS MAILED TO KEY STAKEHOLDERS AND POSTED ON OUR WEBSITE. ADDITIONALLY, ARTICLES OF INCORPORATION AND CONSOLIDATED AUDITED FINANCIAL STATEMENTS ARE AVAILABLE THROUGH THE COLORADO OFFICE OF THE SECRETARY OF STATE. 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