Department of the Treasury Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
Attach to Form 990 or Form 990-EZ. See separate instructions.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
HEMOPHILIA FOUNDATION OF NORTHERN CALIFORNIA
Employer identification number
94-1638703
Part I
Reason for Public Charity Status
(All organizations must complete this part.) See instructions
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
By checking this box, I certify that the organization is not controlled directly or indirectly by one or more disqualified persons other than foundation managers and other than one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2).
f
If the organization received a written determination from the IRS that it is a Type I, Type II or Type III supporting organization, check this box
..................................................
g
Since August 17, 2006, has the organization accepted any gift or contribution from any of the following persons?
(i) a person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the the supported organization?
................
11g(i)
(ii)
a family member of a person described in (i) above?
......................
11g(ii)
(iii)
a 35% controlled entity of a person described in (i) or (ii) above?
................
11g(iii)
h
Provide the following information about the supported organization(s).
(i) Name of supported organization
(ii) EIN
(iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions))
(iv) Is the organization in col. (i) listed in your governing document?
(v) Did you notify the organization in col. (i) of your support?
(vi) Is the organization in col. (i) organized in the U.S.?
(vii) Amount of support?
Yes
No
Yes
No
Yes
No
Total
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2011
Schedule A (Form 990 or 990-EZ) 2011
Page 2
Part II
Support Schedule for Organizations Described in IRC 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (Complete only if you checked the box on line 5, 7, or 8 of Part I or if the
organization failed to qualify under Part III. If the organization fails to
qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year(or fiscal year beginning in)
(a) 2007
(b) 2008
(c) 2009
(d) 2010
(e) 2011
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....
2
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......
3
The value of services or facilities furnished by a governmental unit to the organization without charge..
4
Total. Add lines 1 through 3..
5
The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included
on line 1 that exceeds 2% of the amount shown on line 11, column (f)..
6
Public Support. Subtract line 5 from line 4.
Section B. Total Support
Calendar year(or fiscal year beginning in)
(a) 2007
(b) 2008
(c) 2009
(d) 2010
(e) 2011
(f) Total
7
Amounts from line 4..
8
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
9
Net income from unrelated business activities, whether or not the business is regularly carried on..
10
Other income. (Explain in Part IV.) Do not include gain or loss from the sale of capital assets..
11
Total support (Add lines 7 through 10).
12
Gross receipts from related activities, etc. (See instructions.)
..................
12
13
First Five Years
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here..........................................
Section C. Computation of Public Support Percentage
14
Public Support Percentage for 2010 (line 6 column (f) divided by line 11 column (f))
.........
14
15
Public Support Percentage for 2009 Schedule A, Part II, line 14
...............
15
16a
33 1/3% support test—2011.
If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization
......................
b
33 1/3% support test—2010.
If the organization did not check the box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization
.....................
17a
10%-facts-and-circumstances test—2011.
If the organization did not check a box on line 13, 16a, or 16b and line 14
is 10% or more, and if the organization meets the "facts and circumstances" test, check this box and stop here. Explain
in Part IV how the organization meets the "facts and circumstances" test. The organization qualifies as a publicly supported
organization
..................................................
b
10%-facts-and-circumstances test—2010.
If the organization did not check a box on line 13, 16a, 16b, or 17a and line
15 is 10% or more, and if the organization meets the "facts and circumstances" test, check this box and stop here.
Explain in Part IV how the organization meets the "facts and circumstances" test. The organization qualifies as a publicly supported organization
..............................................
18
Private Foundation
If the organization did not check a box on line 13, 16a, 16b, 17a or 17b, check this box and see
instructions
...................................................
Schedule A (Form 990 or 990-EZ) 2011
Schedule A (Form 990 or 990-EZ) 2011
Page 3
Part III
Support Schedule for Organizations Described in IRC 509(a)(2) (Complete only if you checked the box on line 9 of Part I or if the organization
failed to qualify under Part II. If the organization fails to qualify under
the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year(or fiscal year beginning in)
(a) 2007
(b) 2008
(c) 2009
(d) 2010
(e) 2011
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
154,751
283,790
337,629
143,865
149,438
1,069,473
2
Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......
261,635
195,779
151,789
296,547
249,485
1,155,235
3
Gross receipts from activities that are not an unrelated trade or business under section 513..
0
4
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
261,635
195,779
151,789
296,547
249,485
1,155,235
5
The value of services or facilities furnished by a governmental unit to the organization without charge..
416,386
479,569
489,418
540,831
497,102
2,423,306
6
Total. Add lines 1 through 5.
1,094,407
1,154,917
1,130,625
1,277,790
1,145,510
5,803,249
7a
Amounts included on lines 1, 2, and 3 received from disqualified persons...
0
b
Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
0
c
Add lines 7a and 7b..
8
Public Support (Subtract line 7c from line 6.)
5,803,249
Section B. Total Support
Calendar year (or fiscal year beginning in)
(a) 2007
(b) 2008
(c) 2009
(d) 2010
(e) 2011
(f) Total
9
Amounts from line 6...
1,094,407
1,154,917
1,130,625
1,277,790
1,145,510
5,803,249
10a
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
2,111
890
265
3,266
b
Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
0
c
Add lines 10a and 10b.
2,111
890
265
3,266
11
Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.
0
12
Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)
1,991
11,442
8,683
1,899
4,594
28,609
13
Total support (Add lines 9, 10c, 11 and 12.).
1,098,509
1,167,249
1,139,573
1,279,689
1,150,104
5,835,124
14
First Five Years
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here.............................................
Section C. Computation of Public Support Percentage
15
Public Support Percentage for 2011 (line 8 column (f) divided by line 13 column (f))
.........
15
99.450 %
16
Public support percentage from 2010 Schedule A, Part III, line 15
...............
16
99.410 %
Section D. Computation of Investment Income Percentage
17
Investment income percentage for 2011 (line 10c column (f) divided by line 13 column (f))
......
17
0.060 %
18
Investment income percentage from 2010 Schedule A, Part III, line 17
.............
18
0.090 %
19a
33 1/3% support tests—2011.
If the organization did not check the box on line 14, and line 15 is more than 33 1/3% and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
..........
b
33 1/3% support tests—2010.
If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
....
20
Private Foundation
If the organization did not check a box on line 14, 19a or 19b, check this box and see instructions
.....
Schedule A (Form 990 or 990-EZ) 2011
Schedule A (Form 990 or 990-EZ) 2011
Page 4
Part IV
Supplemental Information.
Supplemental Information. Complete this part to provide the explanation required by Part II, line 10; Part II, line 17a or 17b; or Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
Explanation
Schedule A (Form 990 or 990-EZ) 2011
Additional Data
Software ID:
11000144
Software Version:
2011v1.2
-
TIN:
SCHEDULE O (Form 990 or 990-EZ)
Department of the Treasury Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ
Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
HEMOPHILIA FOUNDATION OF NORTHERN CALIFORNIA
Employer identification number
94-1638703
Identifier
Return Reference
Explanation
Form 990, Part VI, Line 19
Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
PRIOR YEAR INFORMATION RETURNS (FORM 990) ARE AVAILABLE FOR PUBLIC INSPECTION ON THE GUIDESTAR WEBSITE LOCATED AT WWW.GUIDESTAR.ORG. THE ORGANIZATION'S GOVERNING DOCUMENTS, POLICIES, FINANCIAL STATEMENTS AND INFORMATION RETURNS ARE AVAILABLE UPON REQUEST.
Form 990, Part VI, Line 11
Form 990, Part VI, Line 11: Form 990 Review Process
THE EXECUTIVE DIRECTOR REVIEWS THE FORM 990 FOR ACCURACY AND COMPLETENESS. THE EXECUTIVE DIRECTOR OR OTHER AUTHORIZED OFFICER SIGNS THE RETURN ON BEHALF OF THE GOVERNING BOARD. COPY OF THE FORM 990 IS PRESENTED FOR REVIEW AND APPROVAL AT THE NEXT SCHEDULED BOARD MEETING.
Form 990, Part III, Line 4d
Form 990, Part III, Line 4d : Other Program Services Description
OTHER PROGRAM SERVICES 4: (EXPENSES $ 9,152 INCLUDING GRANTS OF $8,553) (REVENUES $ 0)EMERGENCY ASSISTANCE PROGRAM - HFNC PROVIDES CASH GRANTS ANNUALLY TO INDIVIDUALS LIVING WITH BLEEDING DISORDERS AND EXPERIENCING A FINANCIAL CRISIS. GRANTS RANGE BETWEEN $250 AND $500 AND COVER BASIC LIFE NECESSITIES SUCH AS RENT, FOOD AND UTILITIES. OTHER PROGRAM SERVICES 5: (EXPENSES $ 4,900 INCLUDING GRANTS OF $ 0) (REVENUES $ 0)ANNUAL HOLIDAY GATHERING - HFNC BRINGS TOGETHER APPROXIMATELY 100 FAMILIES LIVING WITH BLEEDING DISORDERS AND HOSTS THREE HOLIDAY GATHERINGS IN THE CITIES OF OAKLAND, MODESTO AND FRESNO, CALIFORNIA. OTHER PROGRAM SERVICES 6: QUARTERLY NEWSLETTER - HFNC PROVIDES RELEVANT INFORMATION TO THE BLOOD DISORDER COMMUNITY, DONORS AND OTHER INTERESTED PARTIES ABOUT FOUNDATION ACTIVITIES, TREATMENT ADVANCES AND CURRENT EVENTS, LEGISLATION AND AVAILABLE RESOURCES. OTHER PROGRAM SERVICES 7: RESOURCE AND REFERRAL SERVICE - HFNC PROVIDES NEWLY DIAGNOSED PATIENTS WITH A COMPREHENSIVE AND AWARD-WINNING RESOURCE MANUAL FILLED WITH USEFUL INFORMATION AND STRATEGIES TO EFFECTIVELY MANAGE THEIR BLOOD DISORDERS. THE MANUAL IS AVAILABLE IN ENGLISH AND SPANISH. OTHER PROGRAM SERVICES 8: (EXPENSES $ 8,577 INCLUDING GRANTS OF $ 2,000) (REVENUES $ 0)B-LEADERS - HFNC PROVIDES A YOUTH PROGRAM INVOLVING APPROXIMATELY 60 YOUTHS, AGES 13-19, THROUGHOUT THE YEAR. THE PROGRAM IS RUN BY YOUTH FOR YOUTH, WITH A YOUTH BOARD OF DIRECTORS THAT SERVES AS A LIAISON TO HFNC'S BOARD. THE PROGRAM PROVIDES PHYSICAL, EDUCATIONAL AND VOLUNTEER ACTIVITIES FOR YOUNG PEOPLE WITH BLEEDING DISORDERS AND SERVES AS AN IMPORTANT SOCIAL AND SUPPORT NETWORK FOR YOUNG PEOPLE WHO SHARE SIMILAR EXPERIENCES.HFNC ALSO PROVIDES EDUCATIONAL SCHOLARSHIPS TO INDIVIDUALS WITH BLEEDING DISORDERS WHO ARE SEEKING TO CONTINUE OR FURTHER THEIR EDUCATION. RECIPIENTS ARE REQUIRED TO COMPLETE AN APPLICATION AND SHORT ESSAY DESCRIBING THEIR PERSONAL, ACADEMIC AND PROFESSIONAL GOALS AND HOW THEY EXPECT EDUCATION TO HELP THEM TO ATTAIN THESE GOALS. CRITERIA FOR CONSIDERATION ALSO INCLUDES ACADEMIC EXCELLENCE, COMMUNITY SERVICE EXPERIENCE AND RECOMMENDATIONS. OTHER PROGRAM SERVICES 9: (EXPENSES $ 3,025 INCLUDING GRANTS OF $ 0) (REVENUES $ 0)WOMEN'S/MEN'S GROUPS - DESIGNED TO PROVIDE SUPPORT TO PEOPLE FACING THE SAME OR SIMILAR CHALLENGES RELATING TO BLEEDING DISORDERS THROUGH MEETINGS, ONLINE FORUMS,WEBINARS, AND OTHER EDUCATIONAL AND RECREATIONAL ACTIVITIES THAT ARE AVAILABLE THROUGHOUT THE YEAR. OTHER PROGRAM SERVICES 10: (EXPENSES $ 9,394 INCLUDING GRANTS OF $ 0) (REVENUES $ 0)HEMOPHILIA COUNCIL OF CALIFORNIA ADVOCACY SUMMIT - AN ADVOCACY SUMMIT FOR KEY STAKEHOLDERS (MEETING PARTICIPANTS INCLUDE REPRESENTATIVES FROM ALL MANUFACTURERS OF HEMOPHILIA CLOTTING FACTORS, NATIONAL SPECIALTY PHARMACY PROVIDERS, HEMOPHILIA TREATMENT CENTERS, PSI, PPTA AND NHF AND HFA). THE PURPOSES ARE:1) TO DISCUSS POLICY ISSUES THAT MAY IMPACT OUR COMMUNITY, AND2) TO DEVELOP PRIORITIES FOR A PLAN OF ACTION. OTHER PROGRAM SERVICES 11: (EXPENSES $ 3,135 INCLUDING GRANTS OF $ 0) (REVENUES $ 0)NATIONAL CAMP EXCHANGE PROGRAM - THE NATIONAL LEADERS EXCHANGE PROGRAM PROVIDES LEADERSHIP TRAINING AND WORK FORCE DEVELOPMENT FOR THOSE AFFECTED WITH AND BY BLEEDING DISORDERS AMONG THE FIFTY-TWO NATIONAL HEMOPHILIA CHAPTER CAMPS AND VARIOUS FAMILY INFORMATION EVENTS ACROSS THE COUNTRY. OTHER PROGRAM SERVICES 12: (EXPENSES $ 18,578 INCLUDING GRANTS OF $ 0) (REVENUES $ 0)HISPANIC HERITAGE CELEBRATION - THE HISPANIC HERITAGE MONTH EDUCATIONAL SYMPOSIUM FOR OUR SPANISH SPEAKING FAMILIES AFFECTED BY BLEEDING DISORDERS IS DESIGNED TO BRIDGE THE CULTURAL AND LINGUISTIC GAPS THAT EXIST AMONGST THE SPANISH SPEAKING HEMOPHILIA COMMUNITY AND THE GENERAL HEMOPHILIA COMMUNITY. OTHER PROGRAM SERVICES 13: (EXPENSES $ 361 INCLUDING GRANTS OF $ 0) (REVENUES $ 20,000)PAMAKIDS - HFNC SUPPORTS THE PAMAKIDS RUNNING CLUB IN RAISING FUNDS FOR OUR PROGRAMS AS PART OF THE KAISER HALF MARATHON. OTHER PROGRAM SERVICES 14: (EXPENSES $ 16,635 INCLUDING GRANTS OF $ 0) (REVENUES $ 0)PARENT EMPOWERING PARENTS - THE PARENTS EMPOWERING PARENTS PROGRAM (PEP) IS DESIGNED TO EDUCATE PARENTS AND IMPROVE CONFIDENCE IN PARENTING SKILLS. THE PROGRAM IS PRESENTED TO PARENTS BY PARENTS OF CHILDREN WITH BLEEDING DISORDERS, IN TANDEM WITH A SOCIAL WORKER.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.