Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
MediumBullet Do not enter Social Security numbers on this form as it may be made public. By law, the IRS
generally cannot redact the information on the form.
MediumBullet Information about Form 990 and its instructions is at www.IRS.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
A For the 2013 calendar year, or tax year beginning 10-01-2013 , 2013, and ending 09-30-2014
BCheck if applicable:
CName of organization
BE THE MATCH FOUNDATION
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
3001 BROADWAY ST NE NO 601
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MINNEAPOLIS, MN554131753
D Employer identification number

41-1704734
E Telephone number

G Gross receipts $ 15,203,304
F Name and address of principal officer:
CHRISTINE C FLEMING
3001 BROADWAY ST NE NO 601
MINNEAPOLIS,MN554131753
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.BETHEMATCH.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1992
M State of legal domicile: MN
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: SUPPORT OF THE NATIONAL MARROW DONOR PROGRAM, A 501(C)3 ENTITY 84-0865803.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 13
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 10
5 Total number of individuals employed in calendar year 2013 (Part V, line 2a) ...... 5 35
6 Total number of volunteers (estimate if necessary) ............. 6 1,480
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 0
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 13,613,895 12,186,514
9 Program service revenue (Part VIII, line 2g) ......... 0 0
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 628,642 487,703
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) -51,220 -427,459
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 14,191,317 12,246,758
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 8,542,187 8,722,619
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 2,573,613 2,919,368
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 319,850 335,053
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet1,236,255    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 1,672,824 1,279,585
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 13,108,474 13,256,625
19 Revenue less expenses. Subtract line 18 from line 12....... 1,082,843 -1,009,867
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 22,059,197 22,892,671
21 Total liabilities (Part X, line 26)............. 2,094,224 3,221,417
22 Net assets or fund balances. Subtract line 21 from line 20..... 19,964,973 19,671,254
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ............
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2013)
Form 990 (2013)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III ..............
1
Briefly describe the organization’s mission: BE THE MATCH FOUNDATION'S (BTMF) MISSION IS "DELIVERING CURES FOR BLOOD CANCERS". EVERY FOUR MINUTES, SOMEONE IS DIAGNOSED WITH A BLOOD CANCER LIKE LEUKEMIA.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ......................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ............................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 4,625,944 including grants of $ 4,625,944 ) (Revenue $ 0 )
RECRUITMENT - IN FY 2014, WE ADDED 546,000 NEW POTENTIAL DONORS, OF WHICH 45 PERCENT WERE RACIALLY AND ETHNICALLY DIVERSE. WE HAVE 12.5 MILLION DONORS AND 209,000 CORD BLOOD UNITS ON THE BE THE MATCH REGISTRY, AND ACCESS TO 24.5 MILLION POTENTIAL DONORS AND 622,000 CORD BLOOD UNITS WORLDWIDE.
4b (Code:   ) (Expenses $ 3,260,340 including grants of $ 3,260,340 ) (Revenue $ 0 )
PATIENT ASSISTANCE - BTMF'S SEARCH ASSISTANCE PROGRAM IS A PRE-TRANSPLANT GRANT PROGRAM THAT PROVIDES GUARANTEES OF PAYMENT FOR SEARCH AND/OR PROCUREMENT COSTS, ENABLING PATIENTS TO PROCEED TO SEARCH WITHOUT DELAYS CAUSED BY FINANCIAL AND/OR INSURANCE BARRIERS. THIS FISCAL YEAR 627 PATIENTS WERE APPROVED FOR SAF AWARDS WITH THE AWARDS GRANTED TO TRANSPLANT CENTERS ON BEHALF OF PATIENTS. THE TRANSPLANT SUPPORT ASSISTANCE IS A POST-TRANSPLANT GRANT PROGRAM THAT PROVIDES DIRECT FINANCIAL ASSISTANCE TO FAMILIES IN FINANCIAL NEED, TO HELP WITH UNCOVERED POST-TRANSPLANT EXPENSES, SUCH AS FOOD, GROUND TRANSPORTATION, LODGING, CO-PAYS, AND INSURANCE PREMIUMS. THIS YEAR 1,321 PATIENT AWARDS WERE GRANTED WITH THE AVERAGE GRANT AWARD BEING $1,330. THE DONOR ASSISTANCE PROGRAM HELPS DONORS THAT WILL SUFFER A HARDSHIP WHEN THEY TAKE TIME OFF WORK TO MAKE A DONATION.
4c (Code:   ) (Expenses $ 697,225 including grants of $ 697,225 ) (Revenue $ 0 )
RESEARCH - RESEARCH-DRIVEN INNOVATIONS MAKE TRANSPLANTS A VIABLE TREATMENT FOR MORE PATIENTS. FUNDING CLINICAL TRIALS, BOTH PEDIATRIC AND ADULT, CONTINUES TO BE A PRIORITY, GIVING DOCTORS NEW TOOLS THAT IMPACT A PATIENT'S SURVIVAL RATE AS WELL AS HIS OR HER QUALITY OF LIFE. RESEARCH IS CONDUCTED IN HOPE OF CREATING BETTER CELLULAR TRANSPLANT THERAPIES FOR SURVIVAL AND QUALITY OF LIFE. BTMF HELPS COVER A PORTION OF THE RESEARCH SCHOLAR GRANTS, AND DURING FY 2014, SEVEN AMY MANASEVIT RESEARCH SCHOLARS AS WELL AS COLLABORATIVE WORK DONE BY A TEAM OF RESEARCHERS AT THE ANTHONY NOLAN TRUST PERFORMED WORK RELATED TO THESE RESEARCH EFFORTS. WE HAVE ALSO RECEIVED FUNDING FROM THE JEFF GORDON CHILDREN'S FOUNDATION TO SUPPORT A RETROSPECTIVE STUDY LOOKING AT PEDIATRIC PATIENTS WHO HAVE RECEIVED AN ALLOGENEIC STEM CELL TRANSPLANT.
(Code:   ) (Expenses $ 1,816,115 including grants of $ 139,110 ) (Revenue $ 0 )
BTMF FUNDRAISING STAFF PARTNER WITH THEIR NATIONAL MARROW DONOR PROGRAM COLLEAGUES ON VARIOUS INITIATIVES IMPORTANT TO BOTH ORGANIZATIONS. THE RELATED CONTRIBUTIONS ARE RECIEVED AT BTMF AND THEN ARE GIFTED TO THE NMDP (I.E. THE ANNUAL COUNCIL MEETING).
4d Other program services (Describe in Schedule O.)
(Expenses $ 1,816,115 including grants of $ 139,110 ) (Revenue $ 0 )
4e Total program service expensesMediumBullet10,399,624
Form 990 (2013)
Form 990 (2013)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment........................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II........
4
 
No
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C,
Part III............................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part III Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule D, Part VClick to see attachment......
10
Yes
 
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If "Yes," complete Schedule D, Part VI.Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
 
No
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment.........................
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If "Yes," complete Schedule D, Parts XI and XII Click to see attachment.................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E....
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?.....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I (see instructions).... Click to see attachment
17
Yes
 
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............ Click to see attachment
18
Yes
 
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III................... Click to see attachment
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
Form 990 (2013)
Form 990 (2013)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II... Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants or other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........ Click to see attachment
22
Yes
 
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a................
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I........
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I...................
25b
 
No
26
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If so, complete Schedule L, Part II....................
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part III.........
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV ..........................
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If "Yes,"
complete Schedule L, Part IV.....................
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV...
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..Click to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M............. Click to see attachment
30
Yes
 
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N,
Part I...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I........ Click to see attachment
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1........................ Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
 
No
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2...
35b
 
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2013)
Form 990 (2013)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V ..............
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
1,420
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
35
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?..........................
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
Yes
 
b
If "Yes," did the organization notify the donor of the value of the goods or services provided?.....
7b
Yes
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?............................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?............................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?............
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?..........
9a
 
 
b
Did the organization make a distribution to a donor, donor advisor, or related person?.......
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year. ....................
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
Form 990 (2013)
Form 990 (2013)
Page 6
Part VI
Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI ..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year .....................
1a
13
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent ...................
1b
10
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
Yes
 
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? ...........................
4
Yes
 
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
Yes
 
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
Yes
 
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done.......................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
AL , AK , AR , AZ , CA , CO , CT , FL , GA , IL , KS , KY , ME , MD , MA , MI , MN , MS , NC , ND , NH , NJ , NM , NY , OH , OK , OR , PA , RI , SC , TN , UT , VA , WA , WV , WI
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization:
MediumBulletAMY RONNEBERG3001 BROADWAY ST NE SUITE 601MINNEAPOLISMN554131753 (612) 627-5800
Form 990 (2013)
Form 990 (2013)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII ..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) JIRO OKOCHI........................................................................
CHAIR
 1.00
.......................0.00 		X           0 0 0
(2) JOSEPH LOUGHRAN........................................................................
VICE CHAIR
 1.00
.......................0.00 		X           0 0 0
(3) JAMES KWIATKOWSKI........................................................................
SECRETARY
 1.00
.......................0.00 		X           0 0 0
(4) BRUCE SCHMALTZ........................................................................
TREASURER/CONTROLLER
 4.00
.......................36.00 		X   X       0 230,306 32,686
(5) LYNN ABRAHAMSEN........................................................................
DIRECTOR
 1.00
.......................1.00 		X           0 0 0
(6) DANIEL ARNDT........................................................................
DIRECTOR
 1.00
.......................1.00 		X           0 0 0
(7) BARBARA PETERSON BURWELL........................................................................
DIRECTOR
 1.00
.......................0.00 		X           0 0 0
(8) ANNE MCGEORGE........................................................................
DIRECTOR
 1.00
.......................0.00 		X           0 0 0
(9) WILLIAM POMEROY........................................................................
DIRECTOR
 1.00
.......................1.00 		X           0 0 0
(10) ANTHONY PRIOLETTI........................................................................
DIRECTOR
 1.00
.......................0.00 		X           0 0 0
(11) RICHARD RIEGER........................................................................
DIRECTOR
 1.00
.......................0.00 		X           0 0 0
(12) DENNIS CONFER MD........................................................................
DIRECTOR/CHIEF MEDICAL OFFICER
 1.00
.......................39.00 		X           0 427,555 37,493
(13) JEFFREY CHELL MD........................................................................
DIRECTOR/CHIEF EXECUTIVE OFFICER
 2.00
.......................38.00 		X   X       0 842,581 32,738
(14) CHRISTINE FLEMING........................................................................
PRESIDENT
 35.00
.......................5.00 		      X     343,147 0 27,593
(15) JOAN WADKINS........................................................................
SENIOR DIRECTOR
 40.00
.......................0.00 		        X   128,008 0 17,286
(16) TIFFANY FRIESEN........................................................................
REGIONAL DIRECTOR, SE REGION
 40.00
.......................0.00 		        X   116,480 0 17,515
(17) ANGELA DAHL........................................................................
CORPORATE RELATIONS DIRECTOR
 40.00
.......................0.00 		        X   100,574 0 10,712
Form 990 (2013)
Form 990 (2013)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) SUBRAMANIAN KRISHNAN........................................................................
FORMER TREASURER/CHIEF FINANCIAL OFFICER
 0.00
.......................0.00 		          X 0 163,977 7,131
























1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 688,209 1,664,419 183,154
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet4
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
Yes
 
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
OP3 INC4 MEADOW ROAD UNIT 3PROVINCETOWNMA02657 EVENT COORDINATION 459,000
MAL WARWICK & ASSOCIATES2550 NINTH STREET SUITE 103BERKELEYCA94710 DIRECT RESPONSE PROGRAM SUPPORT 418,558
FIREFLY PARTNERS3080 VALMOUNT ROAD SUITE 290BOULDERCO80301 DIRECT RESPONSE & OTHER PROGRAM SUPPORT 153,460
CONVIO INC11501 DOMAIN DRIVE SUITE 200AUSTINTX78758 ONLINE GIVING PROGRAM SUPPORT 107,984
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet4
Form 990 (2013)
Form 990 (2013)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c 1,900,146
d Related organizations...1d 4,058,012
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and
similar amounts not included above1f 		6,228,356
g Noncash contributions included in lines
1a-1f:$ 		249,084
h Total. Add lines 1a-1f.......MediumBullet 12,186,514
Program Service RevenueAmt Business Code
2a
b
c
d
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet  
OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet 329,449     329,449
4 Income from investment of tax-exempt bond proceeds..MediumBullet        
5 Royalties...........MediumBullet        
(i) Real (ii) Personal
6a Gross rents    
b Less: rental expenses    
c Rental income or (loss)    
d Net rental income or (loss).......MediumBullet        
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 2,095,524  
b Less: cost or other basis and sales expenses 1,937,270  
c Gain or (loss) 158,254  
d Net gain or (loss)..........MediumBullet 158,254     158,254
8a Gross income from fundraising events (not including
$ 1,900,146
of contributions reported on line 1c). See Part IV, line 18 ..
a 591,817
b Less: direct expenses ...b 1,019,276
c Net income or (loss) from fundraising events..MediumBullet -427,459   -427,459
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet        
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet        
Miscellaneous Revenue Business Code
11a            
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet  
12 Total revenue. See Instructions......MediumBullet 12,246,758 0 0 60,244
Form 990 (2013)
Form 990 (2013)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX ...............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the United States. See Part IV, line 21 5,462,279 5,462,279
2 Grants and other assistance to individuals in the United States. See Part IV, line 22 3,260,340 3,260,340
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16    
4 Benefits paid to or for members    
5 Compensation of current officers, directors, trustees, and key employees .... 396,464 178,409 198,232 19,823
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....        
7 Other salaries and wages 2,140,632 1,120,702 677,727 342,203
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 138,339 72,398 43,868 22,073
9 Other employee benefits ....... 79,408 41,018 26,523 11,867
10 Payroll taxes ........... 164,525 84,359 56,518 23,648
11 Fees for services (non-employees):        
a Management ......        
b Legal .........        
c Accounting ........... 25,000   25,000  
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17 335,053 335,053
f Investment management fees ...... 9,608   9,608  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) ........ 632,903 6,125 272,818 353,960
12 Advertising and promotion ....        
13 Office expenses ....... 330,995 84,717 153,378 92,900
14 Information technology ...... 22,440   22,440  
15 Royalties ..        
16 Occupancy ........... 168,909 79,029 66,426 23,454
17 Travel ............        
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ......        
19 Conferences, conventions, and meetings ....        
20 Interest ...........        
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization ..... 17,901   17,901  
23 Insurance .............. 14,495   14,495  
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a REGISTRATION & MEMBERSH 43,081   32,002 11,079
b RECOGNITION 7,058 3,856 3,202  
c
d
e All other expenses 7,195 6,392 608 195
25 Total functional expenses. Add lines 1 through 24e 13,256,625 10,399,624 1,620,746 1,236,255
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2013)
Form 990 (2013)
Page 11
Part X Balance Sheet Check if Schedule O contains a response or note to any line in this Part X ..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing .............   1  
2 Savings and temporary cash investments ......... 8,630,145 2 8,149,378
3 Pledges and grants receivable, net ........... 504,968 3 699,203
4 Accounts receivable, net ............. 59,770 4 5,295
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..................
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
  6  
7 Notes and loans receivable, net .............   7  
8 Inventories for sale or use ..............   8  
9 Prepaid expenses and deferred charges .......... 19,628 9 15,458
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 148,870
b Less: accumulated depreciation ..... 10b 125,936 40,835 10c 22,934
11 Investments—publicly traded securities .......... 12,017,565 11 13,127,912
12 Investments—other securities. See Part IV, line 11 .....   12  
13 Investments—program-related. See Part IV, line 11 .....   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 786,286 15 872,491
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 22,059,197 16 22,892,671
Liabilities 17 Accounts payable and accrued expenses ......... 1,457,385 17 2,748,006
18 Grants payable ................. 636,839 18 473,411
19 Deferred revenue ................   19  
20 Tax-exempt bond liabilities .............   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D..   21  
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..........   22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ....   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D....................   25  
26 Total liabilities. Add lines 17 through 25......... 2,094,224 26 3,221,417
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets .............. 15,522,458 27 15,519,917
28 Temporarily restricted net assets ........... 4,442,515 28 4,151,337
29 Permanently restricted net assets ...........   29  
Organizations that do not follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds ........   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ........... 19,964,973 33 19,671,254
34 Total liabilities and net assets/fund balances ........ 22,059,197 34 22,892,671
Form 990 (2013)
Form 990 (2013)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI ..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
12,246,758
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
13,256,625
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
-1,009,867
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
19,964,973
5
Net unrealized gains (losses) on investments ...............
5
716,148
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
0
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
19,671,254
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII .............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
 
No
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
 
 
Form 990 (2013)
Form 990, Special Condition Description:
Special Condition Description
Additional Data


Software ID:  
Software Version:  
SCHEDULE A
(Form 990 or 990EZ)

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.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
right arrow Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
BE THE MATCH FOUNDATION
 
Employer identification number

41-1704734
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
f
g
(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) 2013
Schedule A (Form 990 or 990-EZ) 2013
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) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... 13,196,593 14,001,441 13,891,111 14,288,006 12,186,514 67,563,665
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 13,196,593 14,001,441 13,891,111 14,288,006 12,186,514 67,563,665
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. 67,563,665
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
7 Amounts from line 4.. 13,196,593 14,001,441 13,891,111 14,288,006 12,186,514 67,563,665
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 96,434 187,400 156,083 345,680 329,449 1,115,046
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). 68,678,711
12
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.................................................right arrow
Section C. Computation of Public Support Percentage
14
14
98.380 %
15
15
98.620 %
16a
b
17a
b
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 ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
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) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (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.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (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
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 4
Part IV
Supplemental Information. 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
 
Explanation
 
 
 
 
Schedule A (Form 990 or 990-EZ) 2013

Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Name of the organization
BE THE MATCH FOUNDATION
 
Employer identification number

41-1704734
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......................... Arrow Bullet $  
Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 2
Name of organization
BE THE MATCH FOUNDATION
  		Employer identification number

41-1704734
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
RESTRICTED
RESTRICTED
 

   
RESTRICTED
RESTRICTED
RESTRICTED, RESTRICTEDRESTRICTED

$RESTRICTED


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 3
Name of organization
BE THE MATCH FOUNDATION
  		Employer identification number

41-1704734
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 4
Name of organization
BE THE MATCH FOUNDATION
  		Employer identification number

41-1704734
Part III
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Additional Data


Software ID:  
Software Version:  
SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions. SchDMd Bullet Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
BE THE MATCH FOUNDATION
 
Employer identification number

41-1704734
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate contributions to (during year) ...    
3 Aggregate grants from (during year) .....    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register .................... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .......................................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIII and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ........
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current year (b)Prior year b (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance .... 4,442,515 5,273,700 4,810,306 6,815,488 10,037,993
b Contributions ........ 1,898,476 6,728,306 6,572,987 8,134,046 9,681,432
c Net investment earnings, gains, and losses 82,059 0 0 0 0
d Grants or scholarships ..... 1,788,566 6,563,161 5,236,657 9,602,027 11,527,609
e Other expenditures for facilities
and programs ........ 		483,147 996,330 872,936 537,201 1,376,328
f Administrative expenses ....   0 0 0 0
g End of year balance ...... 4,151,337 4,442,515 5,273,700 4,810,306 6,815,488
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet  
c
Temporarily restricted endowment SchDMd Bullet100.000 %
The percentages in lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
Yes
 
(ii) related organizations ........................
3a(ii)
 
No
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................      
b Buildings ................        
c Leasehold improvements ............   105,141 88,328 16,813
d Equipment ................   38,734 32,613 6,121
e Other .................   4,995 4,995 0
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 22,934
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
Other








Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
Federal income taxes  








Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet  
2. Liability for uncertain tax positions In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII ..................................................
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 390,840,000
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a 716,148
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d 387,403,276
e Add lines 2a through 2d ..................... 2e 388,119,424
3 Subtract line 2e from line 1..................... 3 2,720,576
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a 9,608
b Other (Describe in Part XIII.) ........... 4b 9,516,574
c Add lines 4a and 4b....................... 4c 9,526,182
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 12,246,758
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 372,849,000
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a  
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d 369,122,276
e Add lines 2a through 2d...................... 2e 369,122,276
3 Subtract line 2e from line 1..................... 3 3,726,724
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a 9,608
b Other (Describe in Part XIII.) ............ 4b 9,520,293
c Add lines 4a and 4b....................... 4c 9,529,901
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 13,256,625
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
PART V, LINE 4: BTMF INTENDS TO USE THE TEMPORARILY RESTRICTED NET ASSETS ON OUR MAJOR PROGRAMS OF RECRUITMENT, PATIENT ASSISTANCE & RESEARCH AS THIS WAS THE INTENTION OF THE ORIGINAL CONTRIBUTORS.
PART X, LINE 2: THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT THE PROGRAM AND BTMF ARE TAX EXEMPT ORGANIZATIONS UNDER SECTION 501 (C)(3) OF THE INTERNAL REVENUE CODE. THE NOT-FOR-PROFIT STATUS OF THE PROGRAM AND BTMF ARE CONSIDERED TAX POSITIONS UNDER FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (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, 2014 OR 2013. THE ORGANIZATION'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. THE TAX RETURNS FOR THE CURRENT YEAR AS WELL AS FISCAL YEARS 2011 THROUGH 2013 ARE OPEN TO EXAMINATION BY FEDERAL AUTHORITIES.
PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES NETTED WITH REVENUE FOR TAX PURPOSES. 1,019,276. NMDP TOTAL REVENUE ELIMINATED FOR CONSOLIDATED FINANCIAL STATEMENT PURPOSES. 383,593,000. NMDP INVESTMENT INCOME. 2,754,000. NMDP CHANGE IN UNREALIZED APPRECIATION ON INVESTMENTS. 3,221,000. LOSS ON DISPOSAL OF ASSETS -3,184,000.
PART XI, LINE 4B - OTHER ADJUSTMENTS: INTERCOMPANY CONTRIBUTIONS ELIMINATED FOR CONSOLIDATED FINANCIAL STATEMENTS 9,520,000. ROUNDING -3,426.
PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES NETTED WITH REVENUE FOR TAX PURPOSES. 1,019,276. NMDP EXPENSES ELIMINATED FOR CONSOLIDATED FINANCIAL STATEMENT PURPOSES. 368,103,000.
PART XII, LINE 4B - OTHER ADJUSTMENTS: INTERCOMPANY EXPENSES ELIMINATED FOR CONSOLIDATED FINANCIAL STATEMENTS 9,520,000. ROUNDING 293.
Schedule D (Form 990) 2013

Additional Data


Software ID:  
Software Version:  




SCHEDULE G (Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" to Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a. right arrowAttach to Form 990 or Form 990-EZ. right arrowSee separate instructions.
right arrowInformation about Schedule G (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
BE THE MATCH FOUNDATION
 
Employer identification number

41-1704734
Part I
Fundraising Activities. Complete if the organization answered "Yes" to Form 990, Part IV, line 17.
Form 990-EZ filers are not required to complete this part.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
b
If "Yes," list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization.
(i) Name and address of individual
or entity (fundraiser) 		(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity 		(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i) 		(vi) Amount paid to
(or retained by)
organization
Yes No
 
CONVIO INC
11501 DOMAIN DRIVE SUITE 200
 
AUSTIN, TX78758 		FUNDRAISING CONSULTANT   No 1,323,000 103,766 1,219,234
 
MAL WARWICK & ASSOCIATES
2550 NINTH STREET SUITE 103
 
BERKELEY, CA947102516 		FUNDRAISING CONSULTANT   No 322,709 330,803 -8,094
             
             
             
             
             
             
             
             
Total .................right arrow 1,645,709 434,569 1,211,140
3
List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.
AL, AK, AZ, AR, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY
For Paperwork Reduction Act Notice, see the Instructions for Form 990or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2013
Schedule G (Form 990 or 990-EZ) 2013
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" to Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.
(a) Event #1

HENDRICK LEARN LIVE HOPE GOLF TOURN
(event type) 		(b) Event #2

MINNEAPOLIS GALA
(event type) 		(c) Other events

18
(total number) 		(d) Total events
(add col. (a) through col. (c))
VerticalRevenue 1 Gross receipts . . . 467,891 365,149 1,658,923 2,491,963
2 Less: Contributions . . 371,123 272,998 1,256,025 1,900,146
3 Gross income (line 1
minus line 2) . . . 		96,768 92,151 402,898 591,817
VerticalDirectExpenses 4 Cash prizes . . .        
5 Noncash prizes . . 9,624     9,624
6 Rent/facility costs . . 45,193 73,401 239,915 358,509
7 Food and beverages . 12,043 2,576 28,443 43,062
8 Entertainment . . . 1,284 950 750 2,984
9 Other direct expenses . 14,672 52,648 537,777 605,097
10 Direct expense summary. Add lines 4 through 9 in column (d) ........... right arrow 1,019,276
11 Net income summary. Subtract line 10 from line 3, column (d)........... right arrow -427,459
Part III
Gaming. Complete if the organization answered "Yes" to Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
VerticalRevenue (a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo 		(c) Other gaming (d) Total gaming (add col.(a) through col.(c))
1 Gross revenue . . . .        
VerticalDirectExpenses 2 Cash prizes . . . .        
3 Non-cash prizes . . .        
4 Rent/facility costs . . .        
5 Other direct expenses . .        
6 Volunteer labor . . .
%
%
%
7 Direct expense summary. Add lines 2 through 5 in column (d) ........... right arrow  
8 Net gaming income summary. Subtract line 7 from line 1, column (d) ......... right arrow  
9
Enter the state(s) in which the organization operates gaming activities:
a
Is the organization licensed to operate gaming activities in each of these states? ............
b
If "No," explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? .....
b
If "Yes," explain:
 
Schedule G (Form 990 or 990-EZ) 2013
Schedule G (Form 990 or 990-EZ) 2013
Page 3
11
Does the organization operate gaming activities with nonmembers? .................
12
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming? ..........................
13
Indicate the percentage of gaming activity operated in:
a
The organization's facility ......................
13a
%
b
An outside facility ........................
13b
%
14
Enter the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
Address right arrow
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? ......................................
b
If "Yes," enter the amount of gaming revenue received by the organization right arrow $   and the
amount of gaming revenue retained by the third party right arrow $   .
c
If "Yes," enter name and address of the third party:
Name right arrow
Address right arrow
 
 
16
Gaming manager information:
Name right arrow
Gaming manager compensation right arrow $  
Description of services provided right arrow
 
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? ............................
b
Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year right arrow$  
Part IV
Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v), and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also complete this part to provide any additional information (see instructions).
Return Reference Explanation
SCHEDULE G, PART I, LINE 2B, COLUMN (V) THE GROSS RECEIPTS COLUMNS INCLUDES ALL REVENUE FROM OUR SPECIFIC ONLINE GIVING CAMPAIGN APPEALS. AN APPEAL IS THE WAY WE ASK FOR MONEY SO THE AMOUNT LISTED HERE IS TIED TO THE ONLINE GIVING TOOL BUT CANNOT BE SPECIFICALLY TIED TO CONVIO AND OUR CONSULTING AGREEMENT.
Schedule G (Form 990 or 990-EZ) 2013
Additional Data


Software ID:  
Software Version:  
Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990
lBullet Information about Schedule I (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
BE THE MATCH FOUNDATION
 
Employer identification number
41-1704734
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21, for any recipient that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government		 (b) EIN (c) IRC Code section
if applicable		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
non-cash assistance		 (h) Purpose of grant
or assistance
(1) NATIONAL MARROW DONOR PROGRAM
3001 BROADWAY STREET NE SUITE 100
MINNEAPOLIS,MN554131753 		84-0865803 501(C)(3) 4,625,944       DONOR RECRUITMENT TO THE BE THE MATCH REGISTRY.
(2) NATIONAL MARROW DONOR PROGRAM
3001 BROADWAY STREET NE SUITE 100
MINNEAPOLIS,MN554131753 		84-0865803 501(C)(3) 697,225       ANTHONY NOLAN, MANASEVIT SCHOLAR PROGRAM & JEFF GORDON CHILDREN'S FDN RESEARCH.
(3) NATIONAL MARROW DONOR PROGRAM
3001 BROADWAY STREET NE SUITE 100
MINNEAPOLIS,MN554131753 		84-0865803 501(C)(3) 139,110       VARIOUS NMDP PROGRAMS INCLUDING COUNCIL MEETING & BIOINFORMATICS KIR CONFERENCE.


















2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................ Bullet Image
1
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
0
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2013

Schedule I (Form 990) 2013
Page 2
Part III
Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients		 (c)Amount of
cash grant		 (d)Amount of
non-cash assistance		 (e)Method of valuation (book,
FMV, appraisal, other)		 (f)Description of non-cash assistance
(1) PATIENT SEARCH ASSISTANCE FUNDS 627 1,473,681      
(2) PATIENT POST TRANSPLANT SUPPORT ASSISTANCE 1321 1,735,817      
(3) DONOR ASSISTANCE 141 50,842      








Part IV
Supplemental Information. Provide the information required in Part I, line 2, Part III, column (b), and any other additional information.
Return Reference Explanation
PART I, LINE 2: THE NATIONAL MARROW DONOR PROGRAM (NMDP) MAKES PAYMENTS TO AND HAS CONTRACTUAL AGREEMENTS WITH THE RECRUITMENT TYPING LABS AND RESEARCH ORGANIZATIONS THAT THE BTMF HELPS SUPPORT. THE NMDP MONITORS THESE AGREEMENTS AND PAYMENTS. THE NMDP FOSTERS AND MAINTAINS THE LONG-STANDING RELATIONSHIPS WITH THE VARIOUS LABS TASKED WITH TYPING OUR NEW RECRUITS. NMDP WORKS CLOSELY WITH THE RESEARCH SCHOLARS FROM THE GRANT AWARD APPLICATION TO THE END OF THE PROJECT. PATIENT GRANTS ARE TRACKED IN OUR CUSTOM BUILT SYSTEM. PATIENT SEARCH ASSISTANCE GRANTS ARE AWARDED THROUGH BTMF. PATIENTS APPLY FOR PRE- AND POST-TRANSPLANT SUPPORT GRANTS THROUGH PATIENT AND HEALTH PROFESSIONAL SERVICES, A DEPARTMENT WITHIN THE NATIONAL MARROW DONOR PROGRAM, WHO REVIEWS APPLICATIONS WEEKLY, DETERMINES THE GRANT NEEDS BASED ON THE PRELIMINARY REGISTRY SEARCH AND TRANSPLANT CENTER MATCH CRITERIA. THE PRE-TRANSPLANT GRANTS ARE AWARDED TO COVER POTENTIALLY UNINSURED DONOR SEARCH ASSISTANCE FUNDS, AND CHECKS ARE WRITTEN DIRECTLY TO TRANSPLANT CENTERS (ORGANIZATIONS). THE PATIENT POST-TRANSPLANT GRANTS ARE AWARDED TO THE APPLICANT BASED ON FINANCIAL NEED AND ARE USED TO COVER SUCH ITEMS AS UNINSURED COSTS, CO-PAYS, FOOD, LODGING, AND GROUND TRANSPORTATION. PAYMENTS ARE MADE DIRECTLY TO THE PATIENT/APPLICANT (INDIVIDUAL). DONOR ASSISTANCE CHECKS ARE ALSO AWARDED TO THE APPLICANT BASED ON FINANCIAL NEEDS AND ARE USED TO OFFSET HAVING TO TAKE UNPAID TIME OFF FROM WORK IN ORDER TO DONATE. PAYMENTS ARE MADE DIRECTLY TO THE DONOR (INDIVIDUAL).
Schedule I (Form 990) 2013


Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
SchJMediumBullet Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
BE THE MATCH FOUNDATION
 
Employer identification number

41-1704734
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain....
1b
Yes
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..
2
Yes
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ................
4a
Yes
 
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
Yes
 
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2013

Schedule J (Form 990) 2013
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation
reported as deferred
in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1)BRUCE SCHMALTZTREASURER/CONTROLLER (i)
(ii)		 0
130,953 		0
87,886 		0
11,467 		0
0 		0
32,686 		0
262,992 		0
0
(2)DENNIS CONFER MDDIRECTOR/CHIEF MEDICAL OFFICER (i)
(ii)		 0
305,466 		0
56,935 		0
65,154 		0
0 		0
37,493 		0
465,048 		0
14,643
(3)JEFFREY CHELL MDDIRECTOR/CHIEF EXECUTIVE OFFICER (i)
(ii)		 0
526,221 		0
212,318 		0
104,042 		0
0 		0
32,738 		0
875,319 		0
0
(4)CHRISTINE FLEMINGPRESIDENT (i)
(ii)		 259,381
0 		50,021
0 		33,745
0 		0
0 		27,593
0 		370,740
0 		0
0
(5)SUBRAMANIAN KRISHNANFORMER TREASURER/CHIEF FINANCIAL OFF (i)
(ii)		 0
32,584 		0
0 		0
131,393 		0
0 		0
7,131 		0
171,108 		0
0
Schedule J (Form 990) 2013

Schedule J (Form 990) 2013
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II.
Also complete this part for any additional information.
Return Reference Explanation
PART I, LINE 1A BTMF PROVIDED FOR A SOCIAL CLUB MEMBERSHIP FOR CHRISTINE FLEMING. THIS MEMBERSHIP WAS ONLY USED FOR THE BUSINESS PURPOSE OF CULTIVATING CONTRIBUTORS FOR BTMF. THERE WAS NO PERSONAL USE OF THIS MEMBERSHIP.
PART I, LINE 3 BTMF USES NMDP'S COMPENSATION COMMITTEE WHICH IS CHARGED WITH SETTING THE COMPENSATION OF NMDP'S CEO. AS REPORTED ON NMDP'S FORM 990, SCHEDULE J, A COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, WRITTEN EMPLOYMENT CONTRACT, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE ARE ALL UTILIZED WHEN DETERMINING COMPENSATION. 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 COMPENSATION COMMITTEE SHALL REVIEW AND EVALUATE THE OVERALL COMPENSATION AND BENEFIT STRUCTURE OF THE CORPORATION. THE COMPENSATION COMMITTEE SHALL CONDUCT THE CHIEF EXECUTIVE OFFICER PERFORMANCE EVALUATION AND MAKE CHIEF EXECUTIVE OFFICER COMPENSATION AND BENEFIT RECOMMENDATIONS TO THE EXECUTIVE COMMITTEE. IN MAKING THE CHIEF EXECUTIVE OFFICER'S COMPENSATION AND BENEFIT RECOMMENDATIONS, THE COMMITTEE SHALL UTILIZE, AMONG OTHER THINGS, COMPARABILITY DATA FOR COMPLIANCE WITH IRS INTERMEDIATE SANCTION RULES. ON A PERIODIC BASIS, THE COMPENSATION COMMITTEE SHALL OBTAIN COMPARABILITY DATA FROM AN INDEPENDENT COMPENSATION CONSULTANT. IN ADDITION, THE COMPENSATION COMMITTEE SHALL ADVISE THE CHIEF EXECUTIVE OFFICER IN THE EVALUATION AND COMPENSATION OF AND BENEFITS FOR SENIOR CORPORATION EMPLOYEES, AS WELL AS THE PRESIDENT OF ANY AFFILIATE OF THE CORPORATION REPORTING TO THE CHIEF EXECUTIVE OFFICER."
PART I, LINES 4A-B SUBRAMANIAN KRISHNAN'S LAST DAY WITH NMDP WAS JANUARY 4, 2013. HE RECEIVED A SEPARATION PAYMENT OF $100,000 DURING CALENDAR YEAR 2013. "THE ORGANIZATION (BTMF THROUGH THE NATIONAL MARROW DONOR PROGRAM) OFFERS ITS OFFICERS, VICE PRESIDENTS, AND DIRECTORS A 457(B) DEFERRED COMPENSATION PLAN (THE "PLAN") CREATED IN ACCORDANCE WITH APPLICABLE PROVISIONS OF THE INTERNAL REVENUE CODE. THE PLAN PERMITS EMPLOYEES TO DEFER A PORTION OF THEIR SALARY UNTIL FUTURE YEARS. THE ACCUMULATED DEFERRED COMPENSATION BALANCE IS NOT AVAILABLE TO EMPLOYEES UNTIL TERMINATION, RETIREMENT, DEATH, OR UNFORESEEABLE EMERGENCY. ALL AMOUNTS OF COMPENSATION DEFERRED UNDER THE PLAN, AND ALL INCOME ATTRIBUTABLE TO THOSE AMOUNTS, ARE (UNTIL PAID OR MADE AVAILABLE TO THE EMPLOYEE OR OTHER BENEFICIARY) SOLELY THE PROPERTY OF THE ORGANIZATION, AND THE ORGANIZATION HAS ALL THE RELATED RIGHTS OF OWNERSHIP (NOT RESTRICTED TO THE PAYMENT OF BENEFITS UNDER THE PLAN), SUBJECT ONLY TO THE CLAIM OF THE ORGANIZATION'S GENERAL CREDITORS. PARTICIPANTS' RIGHTS UNDER THE PLAN ARE EQUAL TO THOSE OF GENERAL CREDITORS OF THE ORGANIZATION IN AN AMOUNT EQUAL TO THE FAIR MARKET VALUE OF THE DEFERRED ACCOUNT FOR EACH PARTICIPANT. THE RELATED ASSETS AND LIABILITIES ARE REPORTED AT FAIR MARKET VALUE BASED ON QUOTED MARKET PRICES AND ARE INCLUDED WITHIN DEFERRED COMPENSATION FUNDS AND DEFERRED COMPENSATION PAYABLE IN THE CONSOLIDATED STATEMENTS OF FINANCIAL POSITION. THE ORGANIZATION OFFERS A SUPPLEMENTAL BENEFITS PLAN (THE "SUPPLEMENTAL PLAN") FOR ITS OFFICERS, SENIOR VICE PRESIDENTS, AND VICE PRESIDENTS. EACH YEAR, THE SUPPLEMENTAL PLAN CONTRIBUTES 14% OF SALARY FOR THE CHIEF EXECUTIVE OFFICER, 9% FOR OTHER OFFICERS AND SENIOR VICE PRESIDENTS, AND 4% FOR VICE PRESIDENTS. THE SUPPLEMENTAL PLAN IS A FLEXIBLE BENEFIT PLAN ALLOWING THE SUPPLEMENTAL PLAN PARTICIPANTS TO SELECT FROM LIMITED OPTIONS, WHICH INCLUDE PAYMENT FOR SPOUSAL LONG-TERM CARE, AND THE BALANCE AS A CONTRIBUTION INTO THE 457(B) DEFERRED COMPENSATION PLAN (ABOVE) AND/OR AN EXECUTIVE SAVINGS PLAN TO SUPPLEMENT CURRENT BASIC AND SUPPLEMENTAL BENEFITS. THE EXECUTIVE SAVINGS PLAN REPLACED THE CAPITAL ACCUMULATION PLAN EFFECTIVE JANUARY 1, 2013. ALL SUPPLEMENTAL PLAN PARTICIPANTS RECEIVE LIFE INSURANCE, DISABILITY SALARY CONTINUATION, LONG-TERM DISABILITY AND LONG-TERM CARE INSURANCE. THE EXECUTIVE SAVINGS PLAN WAS CREATED IN ACCORDANCE WITH APPLICABLE PROVISIONS OF THE INTERNAL REVENUE CODE (IRC SEC 7702) WHEREBY AFTER-TAX CONTRIBUTIONS INTO THE PLAN ACCUMULATE WITHOUT TAXATION AND MAY BE DISTRIBUTED WITHOUT TAXATION USING A COMBINATION OF TAX-FREE WITHDRAWALS AND LOANS. THE AFTER-TAX CONTRIBUTIONS INTO THE EXECUTIVE SAVINGS PLAN ACCUMULATE TAX-FREE AND MAY BE DISTRIBUTED WITHOUT TAXATION ON GAINS. CONTRIBUTIONS WILL RESULT IN CURRENT INCOME TAXATION. PLAN BALANCES ARE PERSONALLY OWNED BY THE PLAN PARTICIPANTS IMMEDIATELY AND ARE NOT SUBJECT TO A RISK OF FORFEITURE; AS SUCH, THE PLAN ASSETS ARE NOT RECORDED ON THE ORGANIZATION'S FINANCIAL STATEMENTS. THE SUPPLEMENTAL PLAN ALSO PROVIDES FOR ADDITIONAL LIFE INSURANCE UP TO $750,000." AMOUNTS PAID IN CURRENT YEAR - 457(F) CAPITAL ACCUMULATION: DENNIS CONFER $14,643
PART I, LINE 7 EMPLOYEE DISCRETIONARY BONUS AND INCENTIVE PLAN PAYMENTS ARE DETERMINED EACH YEAR AS PART OF THE PERFORMANCE EVALUATION COMPLETED BY HUMAN RESOURCES IN COLLABORATION WITH THE INDIVIDUAL'S MANAGER.
Schedule J (Form 990) 2013

Additional Data


Software ID:  
Software Version:  
SCHEDULE M
(Form 990)

Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large imageComplete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
Right pointing arrow large imageInformation about Schedule M (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
BE THE MATCH FOUNDATION
 
Employer identification number

41-1704734
Part I
Types of Property
(a)
Check if applicable 		(b)
Number of contributions or items contributed 		(c)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g 		(d)
Method of determining
noncash contribution amounts
1 Art—Works of art .... X 55 23,069 FMV
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications .. X 830 FMV
5 Clothing and household
goods ....... 		X 55,816 FMV
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded .        
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests .... 		       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures ..... 		       
14 Qualified conservation
contribution—Other ... 		       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ... X 153 37,533 FMV
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( GIFT CERTIFIC ) X 133 64,167 FMV
26 Other Right pointing arrow large image ( EVENT TICKETS ) X 133 53,096 FMV
27 Other Right pointing arrow large image ( JEWELRY ) X 23 14,573 FMV
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement ...
29
0
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that
it must hold for at least three years from the date of the initial contribution, and which is not required to be used
for exempt purposes for the entire holding period? ..................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any non-standard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
 
No
b
If "Yes," describe in Part II.
33
If the organization did not report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) (2013)
Schedule M (Form 990) (2013)
Page 2
Part II
Supplemental Information. Provide the information required by Part I, lines 30b,
32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Return Reference Explanation
Schedule M (Form 990) (2013)
Additional Data


Software ID:  
Software Version:  
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.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
BE THE MATCH FOUNDATION
 
Employer identification number

41-1704734
Return Reference Explanation
FORM 990, PART III, LINE 1 THANKS TO YOU-OUR COMMUNITY OF DONORS, VOLUNTEERS, HEALTH CARE PROFESSIONALS, RESEARCHERS AND FINANCIAL SUPPORTERS-MORE PATIENTS EVERY YEAR ARE RECEIVING THE LIFE-SAVING MARROW OR CORD BLOOD TRANSPLANT THEY NEED. EVERY FOUR MINUTES SOMEONE IS DIAGNOSED WITH A BLOOD CANCER. AND 70 PERCENT DO NOT HAVE A DONOR IN THEIR FAMILY. THEY DEPEND ON BE THE MATCH TO FIND THEIR LIFE-SAVING MATCH. AS THE WORLD'S LEADING NONPROFIT ORGANIZATION FOCUSED ON SAVING LIVES THROUGH MARROW AND CORD BLOOD TRANSPLANTATION, BE THE MATCH CONTINUES TO IMPROVE ACCESS TO TRANSPLANT BY LEADING EFFORTS TO REMOVE BARRIERS TO TREATMENT AND STRENGTHEN OUR ABILITY TO MEET THE GROWING NEED. THANKS TO YOUR SUPPORT, WE CONTINUE TO: - FACILITATE MORE MARROW AND CORD BLOOD TRANSPLANTS EVERY YEAR - GROW AND MANAGE THE WORLD'S LARGEST AND MOST DIVERSE DONOR REGISTRY - SUPPORT PATIENTS AND THEIR FAMILIES BEFORE, DURING AND AFTER TRANSPLANT - CONDUCT RESEARCH AND EDUCATION TO EXPAND TREATMENT AND IMPROVE OUTCOMES - ENGAGE THE PUBLIC IN OUR LIFE-SAVING MISSION ON BEHALF OF ALL THE PEOPLE WHO COUNT ON US WHEN THEY NEED IT MOST, WE THANK YOU FOR YOUR NEVER-ENDING PASSION AND DEDICATION TO SAVING LIVES.
FORM 990, PART VI, SECTION A, LINE 2 THE FOLLOWING INDIVIDUALS ON THE BTMF BOARD OF DIRECTORS WERE ALSO EMPLOYEES OF NMDP DURING TAX YEAR 2014, THEREBY CREATING A BUSINESS RELATIONSHIP: JEFFREY CHELL, DENNIS CONFER, AND BRUCE SCHMALTZ.
FORM 990, PART VI, SECTION A, LINE 4 AN AMENDMENT TO BTMF'S CORPORATE BYLAWS WAS UNANIMOUSLY RECOMMENDED FOR APPROVAL BY THE BTMF BOARD OF DIRECTORS ON NOVEMBER 22, 2013, AND SUBSEQUENTLY UNANIMOUSLY APPROVED BY THE NMDP BOARD OF DIRECTORS, IN ITS CAPACITY AS SOLE CORPORATE MEMBER OF BTMF, AT THE NMDP BOARD OF DIRECTORS MEETING ON JUNE 5, 2014. THAT AMENDMENT: - ALLOWS FOR THE ELECTION OF DIRECTORS TO OCCUR AT DULY HELD MEETINGS OF NMDP OR ITS EXECUTIVE COMMITTEE; - CLARIFIES LENGTH OF SERVICE LIMITS FOR VOTING DIRECTORS (I.E., UP TO FOUR (4) CONSECUTIVE TWO-YEAR TERMS); - ALLOWS FOR DESIGNATION OF NON-VOTING DIRECTORS (E.G., EMERITUS, HONORARY, OR ADVISORY DIRECTORS); - CLARIFIES THE PROCESS FOR FILLING VACANCIES; - PROVIDES FOR ACTIONS TO BE TAKEN BY WRITTEN NOTICE IN ACCORDANCE WITH APPLICABLE LAW; - CLARIFIES THE ROLES OF CEO AND PRESIDENT; - ESTABLISHES THE PROCESS FOR CREATION OF COMMITTEES AND THE PROCESSES AROUND COMMITTEE MEETINGS AND ACTION; AND - ESTABLISHES THE SCOPE OF INDEMNITY FOR OFFICERS AND MEMBERS OF THE BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION A, LINE 6 NATIONAL MARROW DONOR PROGRAM IS THE SOLE CORPORATE MEMBER OF BTMF. THE NATIONAL MARROW DONOR PROGRAM BOARD ELECTS THE BOARD OF DIRECTORS OF BTMF AND APPROVES THE ACTIONS OF BTMF.
FORM 990, PART VI, SECTION A, LINE 7A SEE EXPLANATION FOR FORM 990, PART VI, SECTION A, LINE 6.
FORM 990, PART VI, SECTION A, LINE 7B SEE EXPLANATION FOR FORM 990, PART VI, SECTION A, LINE 6.
FORM 990, PART VI, SECTION B, LINE 11 THE ORGANIZATION CONTRACTED WITH THE OUTSIDE PUBLIC ACCOUNTING FIRM, EIDE BAILLY, LLP, TO PREPARE THE FORM 990. PREPARING THE DETAILS AND SUPPORTING REPORTS FOR THE RETURN IS A COLLABORATIVE EFFORT AMONG A SMALL GROUP OF INDIVIDUALS IN THE FINANCIAL REPORTING & COMPLIANCE AREA OF FINANCE AND INTERNAL AUDIT. THAT WORK IS THEN REVIEWED BY THE CONTROLLER PRIOR TO SENDING TO EIDE BAILLY, LLP. ONCE A DRAFT IS RECEIVED BACK FROM EIDE BAILLY, LLP, IT IS REVIEWED BY THE STAFF THAT PULLED THE MATERIALS TOGETHER, CONTROLLER, CHIEF LEGAL OFFICER, CHIEF FINANCIAL OFFICER, AND PRESIDENT OF BTMF. A COPY OF THE RETURN IS PROVIDED TO THE ORGANIZATION'S BOARD OF DIRECTORS PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12C BTMF OFFICERS, DIRECTORS, AND KEY EMPLOYEES (NMDP MEMBERS) ARE REQUIRED TO FOLLOW THE CONFLICT OF INTEREST POLICY ENACTED BY NMDP. THE CONFLICT OF INTEREST POLICY STATES THE FOLLOWING: "ALL NMDP MEMBERS MUST DISCLOSE TO THE [NMDP] EXECUTIVE COMMITTEE ALL CONFLICTS OF INTEREST AND BUSINESS AND FAMILY RELATIONSHIPS AND MUST ANNUALLY COMPLETE AND RETURN TO THE [NMDP] EXECUTIVE COMMITTEE THE QUESTIONNAIRE WHICH IS A PART OF THIS POLICY. WHENEVER IN THE COURSE OF EVENTS AN NMDP MEMBER'S CIRCUMSTANCES CHANGE SUCH THAT THE NMDP MEMBER KNOWS OR HAS REASON TO BELIEVE THAT THE NMDP MEMBER MAY HAVE AN ACTUAL OR PERCEIVED CONFLICT OF INTEREST, SUCH NMDP MEMBER SHALL PROMPTLY DISCLOSE THE POTENTIAL CONFLICT TO THE [NMDP] EXECUTIVE COMMITTEE. AS NOTED HEREIN, IF THE POTENTIAL CONFLICT INVOLVES A DIRECTOR, THAT DIRECTOR SHALL NOT PARTICIPATE IN OR VOTE UPON SUCH MATTERS UNTIL THE QUESTION OF THE EXISTENCE OF THE CONFLICT OF INTEREST HAS BEEN RESOLVED BY THE [NMDP] EXECUTIVE COMMITTEE 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 [NMDP] EXECUTIVE COMMITTEE RESOLVES THE CONFLICT OF INTEREST QUESTION. THE EXISTENCE OF AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST TURNS ON THE SPECIFIC FACTS AND CIRCUMSTANCES IN EACH CASE. IF AN NMDP MEMBER HAS AN INTEREST WHICH MAY CONFLICT WITH THOSE OF THE NMDP, HE OR SHE MUST IMMEDIATELY DISCLOSE THE MATTERS AND DISCUSS THEM FULLY AND FRANKLY WITH THE [NMDP] EXECUTIVE COMMITTEE. AN NMDP MEMBER MUST NOT PARTICIPATE IN ANY MATTER IN WHICH THAT THE NMDP MEMBER MAY HAVE A CONFLICT OF INTEREST WITHOUT THE EXPRESS APPROVAL OF THE NMDP EXECUTIVE COMMITTEE."
FORM 990, PART VI, SECTION B, LINE 15 FOR PURPOSES OF THE 990 AND AS PRESIDENT OF BTMF, CHRISTINE FLEMING IS CONSIDERED A KEY EMPLOYEE AND REPORTS DIRECTLY TO THE NMDP CEO. THE COMPENSATION OF THE BTMF PRESIDENT IS REVIEWED, EVALUATED, AND SET IN ACCORDANCE WITH THE NMDP BYLAWS AND COMPENSATION COMMITTEE CHARTER. 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 COMPENSATION COMMITTEE SHALL REVIEW AND EVALUATE THE OVERALL COMPENSATION AND BENEFIT STRUCTURE OF THE CORPORATION. THE COMPENSATION COMMITTEE SHALL CONDUCT THE CHIEF EXECUTIVE OFFICER PERFORMANCE EVALUATION AND MAKE CHIEF EXECUTIVE OFFICER COMPENSATION AND BENEFIT RECOMMENDATIONS TO THE EXECUTIVE COMMITTEE. IN MAKING THE CHIEF EXECUTIVE OFFICER'S COMPENSATION AND BENEFIT RECOMMENDATIONS, THE COMMITTEE SHALL UTILIZE, AMONG OTHER THINGS, COMPARABILITY DATA FOR COMPLIANCE WITH IRS INTERMEDIATE SANCTION RULES. ON A PERIODIC BASIS, THE COMPENSATION COMMITTEE SHALL OBTAIN COMPARABILITY DATA FROM AN INDEPENDENT COMPENSATION CONSULTANT. IN ADDITION, THE COMPENSATION COMMITTEE SHALL ADVISE THE CHIEF EXECUTIVE OFFICER IN THE EVALUATION AND COMPENSATION OF AND BENEFITS FOR SENIOR CORPORATION EMPLOYEES, AS WELL AS THE PRESIDENT OF ANY AFFILIATE OF THE CORPORATION REPORTING TO THE CHIEF EXECUTIVE OFFICER."
FORM 990, PART VI, SECTION C, LINE 19 THE CONFLICT OF INTEREST POLICY, ARTICLES OF INCORPORATION AND CONSOLIDATED AUDITED FINANCIAL STATEMENTS AND ADDITIONAL CONSOLIDATING INFORMATION ARE ALL MADE AVAILABLE TO THE PUBLIC UPON REQUEST. THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS ARE ALSO AVAILABLE ON OUR WEBSITE. 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 ARE AVAILABLE AT THE MN OFFICE OF THE SECRETARY OF STATE, AND CONSOLIDATED AUDITED FINANCIAL STATEMENTS MAY BE OBTAINED AT THE MN OFFICE OF ATTORNEY GENERAL.
FORM 990, PART VII, SECTION A, LINE 1A, COLUMN A: THE HOURS LISTED ON THE 990 PART VII ARE BASED ON A 40 HOUR WEEK THAT THESE INDIVIDUALS DEVOTED TO NMDP & BTMF DURING THE YEAR. IT IS ESTIMATED THAT EMPLOYEES OF BTMF WORK APPROXIMATELY 40-50 HOURS IN TOTAL FOR BOTH NMDP & BTMF. THE HOURS LISTED FOR THE MEMBERS OF THE GOVERNING BODY REPRESENTS TIME DEVOTED TO BTMF BASED ON A 40 HOUR WEEK. FOR BTMF BOARD MEMBERS ALSO SERVING ON THE NMDP BOARD OF DIRECTORS, THE HOURS LISTED INDICATES TIME DEVOTED TO NMDP AND BTMF.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2013

Additional Data


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SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990. MediumBullet See separate instructions.
MediumBullet Information about Schedule R (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
BE THE MATCH FOUNDATION
 
Employer identification number

41-1704734
Part I
Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income


 		(e)
End-of-year assets


 		(f)
Direct controlling
entity










Part II
Identification of Related Tax-Exempt Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section


 		(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled entity?
Yes No
(1) NATIONAL MARROW DONOR PROGRAM

3001 BROADWAY STREET NE SUITE 601

MINNEAPOLIS,MN554131753
84-0865803 		SAVE LIVES THROUGTH CELLULAR TRANSPLANTATION CO 501(C)(3) LINE 7  
 
No












For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
 		(b)
Primary activity
 		(c)
Legal
domicile
(state or foreign
country)
 		(d)
Direct controlling
entity
 		(e)
Type of entity
(C corp, S corp,
or trust) 		(f)
Share of total income
 		(g)
Share of end-of-year
assets
 		(h)
Percentage
ownership
 		(i)
Section 512(b)(13) controlled entity?
Yes No












Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 3
Part V
Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest (ii) annuities (iii) royalties or (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
 
No
b Gift, grant, or capital contribution to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
 
No
e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f Dividends from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .
1l
 
No
m Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .
1n
 
No
o Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
 
No
p Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
 
No
q Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
Yes
 
r Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
 
No
s Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1s
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved





Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations? 		(f)
Share of total income




 		(g)
Share of
end-of-year
assets 		(h)
Disproprtionate allocations? 		(i)
Code V?UBI
amount in box 20
of Schedule K-1
(Form 1065) 		(j)
General or
managing
partner? 		(k)
Percentage
ownership
Yes No Yes No Yes No






























Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R (see instructions).
Return Reference Explanation
Schedule R (Form 990) 2013
Additional Data


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