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
2012
Open to Public Inspection
Name of the organization
HEREDITARY ANGIOEDEMA ASSOCIATION INC
Employer identification number
25-1852548
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 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 monetary support
Yes
No
Yes
No
Yes
No
Total
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2012
Schedule A (Form 990 or 990-EZ) 2012
Page 2
Part II
Support Schedule for Organizations Described in Sections 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) 2008
(b) 2009
(c) 2010
(d) 2011
(e) 2012
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....
1,466,896
2,170,466
2,089,972
3,834,079
3,381,301
12,942,714
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
1,466,896
2,170,466
2,089,972
3,834,079
3,381,301
12,942,714
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)..
11,483,770
6
Public support. Subtract line 5 from line 4.
1,458,944
Section B. Total Support
Calendar year
(or fiscal year beginning in)
(a) 2008
(b) 2009
(c) 2010
(d) 2011
(e) 2012
(f) Total
7
Amounts from line 4..
1,466,896
2,170,466
2,089,972
3,834,079
3,381,301
12,942,714
8
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...
12,591
25,365
13,678
14,476
14,961
81,071
9
Net income from unrelated business activities, whether or not the business is regularly carried on..
10
Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)..
11
Total support (Add lines 7 through 10).
13,023,785
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 2012 (line 6, column (f) divided by line 11, column (f))
.........
14
11.200 %
15
Public support percentage for 2011 Schedule A, Part II, line 14
...............
15
11.480 %
16a
33 1/3% support test—2012.
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—2011.
If the organization did not check a 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—2012.
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—2011.
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) 2012
Schedule A (Form 990 or 990-EZ) 2012
Page 3
Part III
Support Schedule for Organizations Described in Section 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) 2008
(b) 2009
(c) 2010
(d) 2011
(e) 2012
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
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......
3
Gross receipts from activities that are not an unrelated trade or business under section 513..
4
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5
The value of services or facilities furnished by a governmental unit to the organization without charge..
6
Total. Add lines 1 through 5.
7a
Amounts included on lines 1, 2, and 3 received from disqualified persons...
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.
c
Add lines 7a and 7b..
8
Public support (Subtract line 7c from line 6.)
0
Section B. Total Support
Calendar year (or fiscal year beginning in)
(a) 2008
(b) 2009
(c) 2010
(d) 2011
(e) 2012
(f) Total
9
Amounts from line 6...
10a
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
b
Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c
Add lines 10a and 10b.
11
Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.
12
Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)
..
13
Total support. (Add lines 9, 10c, 11, and 12.)..
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 2012 (line 8, column (f) divided by line 13, column (f))
.........
15
0 %
16
Public support percentage from 2011 Schedule A, Part III, line 15
...............
16
Section D. Computation of Investment Income Percentage
17
Investment income percentage for 2012 (line 10c, column (f) divided by line 13, column (f))
......
17
0 %
18
Investment income percentage from 2011 Schedule A, Part III, line 17
.............
18
19a
33 1/3% support tests—2012.
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—2011.
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) 2012
Schedule A (Form 990 or 990-EZ) 2012
Page 4
Part IV
Supplemental Information.
Complete this part to provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
PT II LINE 17A: IN ACCORDANCE WITH A BOARD OF DIRECTORS-ENDORSED PLAN (AND; PT II LINE 17A: ASSOCIATED OPERATIONAL PROCEDURES) THE HAEA CONTINUOUSLY; PT II LINE 17A: SOLICITS BROAD PUBLIC SUPPORT FOR ITS LIFE SAVING MISSION. GIVEN; PT II LINE 17A: THE FACT THAT HAE IS A MICRO-ORPHAN DISEASE WITH AN; PT II LINE 17A: EXTREMELY SMALL NUMBER OF PATIENTS RESIDING IN THE UNITED STATES,; PT II LINE 17A: THE TARGET POPULATION FOR SOLICITING FINANCIAL SUPPORT IS; PT II LINE 17A: EXCEPTIONALLY SMALL. NOTWITHSTANDING THIS INHERENT LIMITATION,; PT II LINE 17A: THE HAEA RECEIVES A SURPRISINGLY LARGE PERCENTAGE OF ITS; PT II LINE 17A: FUNDING FROM PUBLIC SOURCES. IT IS IMPORTANT TO NOTE THAT THE; PT II LINE 17A: HAEA'S DIVERSE AND SOPHISTICATED BOARD OF DIRECTORS IS; PT II LINE 17A: CONSTANTLY SEARCHING FOR INNOVATIVE APPROACHES TO INCREASING; PT II LINE 17A: GENERAL PUBLIC SUPPORT FOR THE HAEA'S VITAL, LIFE SAVING; PT II LINE 17A: MISSION. INDEED, DEATH ASSOCIATED WITH AN HAE ATTACK IS; PT II LINE 17A: COMPLETELY PREVENTABLE, AND THE HAEA PROVIDES THE PATIENT; PT II LINE 17A: COMMUNITY WITH 24 HOUR AVAILABILITY. AS A RESULT, A TRAINED HAEA; PT II LINE 17A: STAFF MEMBER IS ALWAYS AVAILABLE TO INTERVENE DURING EMERGENCIES; PT II LINE 17A: AND PROVIDE PATIENTS AND PHYSICIANS WITH THE INFORMATION; PT II LINE 17A: REQUIRED TO PREVENT DEATH AND ENSURE A POSITIVE OUTCOME. THE HAEA; PT II LINE 17A: ALSO RELIES HEAVILY ON PUBLIC SUPPORT IN DEVELOPING ITS; PT II LINE 17A: SCIENTIFIC PATIENT REGISTRY. THE REGISTRY IS DESIGNED TO PROVIDE; PT II LINE 17A: RESEARCHERS WITH THE DATA NEEDED TO UNLOCK SOME OF THE; PT II LINE 17A: MEDICAL MYSTERIES THAT WILL LEAD TO BETTER TREATMENTS; PT II LINE 17A: AND ULTIMATELY A CURE FOR THE DISEASE.; PT II LINE 17A: DESPITE THE SMALL NUMBER OF PATIENTS IN THE HAE POPULATION, THE; PT II LINE 17A: HAEA HAS BECOME A HIGHLY EFFECTIVE RARE DISEASE PATIENT; PT II LINE 17A: ADVOCACY ORGANIZATION THAT IS DIRECTLY RESPONSIBLE FOR SAVING; PT II LINE 17A: COUNTLESS LIVES YEAR IN AND YEAR OUT. THE HAEA'S SUCCESS; PT II LINE 17A: IS DUE IN LARGE PART TO THE BOARD OF DIRECTORS' AND SENIOR; PT II LINE 17A: MANAGEMENT'S COMMITMENT TO FOCUSING AVAILABLE RESOURCES; PT II LINE 17A: ON ACTIVITIES AND PROGRAMS THAT ARE OF MAXIMUM BENEFIT TO THE HAE; PT II LINE 17A: PATIENT POPULATION. IN ADDITION TO PROVIDING PATIENTS; PT II LINE 17A: WITH 24 HOUR ASSISTANCE, THE HAEA ALSO, AMONG OTHER THINGS:; PT II LINE 17A: DESIGNS AND DISSEMINATES ONGOING PATIENT/PHYSICIAN EDUCATION; PT II LINE 17A: PROGRAMS THOUGH THE PRINT AND BROADCAST MEDIA; OFFERS ASSISTANCE; PT II LINE 17A: TO PATIENTS WHO NEED GUIDANCE ON NAVIGATING THE COMPLEXITIES OF; PT II LINE 17A: OBTAINING INSURANCE COVERAGE; AND SPONSORS PATIENT CONFERENCES; PT II LINE 17A: THAT FEATURE WORLD CLASS PHYSICIAN/RESEARCHERS WHO PROVIDE INSIGHT; PT II LINE 17A: INTO HOW PATIENTS CAN DEAL WITH POTENTIALLY FATAL EMERGENCY; PT II LINE 17A: SITUATIONS AND EMPOWER THEMSELVES TO CHOOSE A TREATMENT REGIMEN; PT II LINE 17A: THAT WILL INCREASE QUALITY OF LIFE.;
Explanation
Schedule A (Form 990 or 990-EZ) 2012
Additional Data
Software ID:
12000225
Software Version:
-
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
2012
Open to Public Inspection
Name of the organization
HEREDITARY ANGIOEDEMA ASSOCIATION INC
Employer identification number
25-1852548
Identifier
Return Reference
Explanation
Pt VI, Line 11b
The President and Exec. VP are assigned responsibility for review and
Pt VI, Line 11b
approval of the Federal Form 990 with the support of the Financial Manager/
Pt VI, Line 11b
Treasurer. The Board of Directors affirms the filing provided.
Pt VI, Line 12c
The Board of Directors provide self-declarations of possible
Pt VI, Line 12c
conflicts of interest as part of the annual meeting
Pt VI, Line 12c
responsibilities. Key employees also provide an annual self-
Pt VI, Line 12c
declaration. Potential conflicts identified are reviewed
Pt VI, Line 12c
and approved if appropriate as a part of the Board of Directors'
Pt VI, Line 12c
routine responsibilities.
Pt VI, Line 15a
The President, with support of the Board of Directors, performs
Pt VI, Line 15b
an informal review of key manager salaries for comparable
Pt VI, Line 15b
responsibilities of like-size and type organizations with recognition
Pt VI, Line 15b
of the national and international influence of the services provided.
Pt VI, Line 15b
Discussions and conclusions are documented as part of the
Pt VI, Line 15b
recording of the minutes of the Board of Directors including
Pt VI, Line 15b
their formal approval of the adjusted compensation and benefits.
Pt VI, Line 19
The Organization makes all federal information filings available
Pt VI, Line 19
upon request. Various companies make the federal filings
Pt VI, Line 19
available via the internet.
Pt XII, Line 1
In order to streamline the year-end reporting and federal
Pt XII, Line 1
information reporting process, the Organization considers it
Pt XII, Line 1
appropriate to provide cash-basis reporting for Federal
Pt XII, Line 1
Form 990 reporting purposes.
Form 990, Part IX, Line 24f
SCIENTIFIC RESEARCH 84631. 84631. 0. 0. POSTAGE 13137. 12480. 657. 0. COMPUTER AND RELATED 2920. 2336. 584. 0. BANK FEES 1295. 0. 1295. 0. DUES 75. 0. 75. 0. PUBLICATIONS 50000. 50000. 0. 0. PAYROLL PROCESSING 3154. 0. 3154. 0. PATIENT SUPPORT 15274. 15274. 0. 0. PRINTING 16996. 16996. 0. 0. FEES AND PERMITS 408. 0. 408. 0. MEDICAL SUPPORT 22484. 22484. 0. 0. STAFF TRAINING 5083. 5083. 0. 0. MISCELLANEOUS 127. 127. 0. 0.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.