Attach to Form 990 or Form 990-EZ.
Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
| (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 listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
| Total | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... | 784,124 | 1,057,255 | 536,040 | 600,678 | 833,807 | 3,811,904 |
| 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 | 784,124 | 1,057,255 | 536,040 | 600,678 | 833,807 | 3,811,904 |
| 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. | 3,811,904 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 784,124 | 1,057,255 | 536,040 | 600,678 | 833,807 | 3,811,904 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 31,726 | 32,375 | 29,501 | 25,322 | 31,121 | 150,045 |
| 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 VI.).. | 137,594 | 137,594 | ||||
| 11 | Total support Add lines 7 through 10. | 4,099,543 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (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.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (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 VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e | Discount claimed for blockage or other factors (explain in detail in Part VI): | |||||
| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| 7 | Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions) | |||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
||
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2014 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2014 |
(iii) Distributable Amount for 2014 |
|
|---|---|---|---|---|
|
1
Distributable amount for 2014 from Section C, line 6 |
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|
2
Underdistributions, if any, for years prior to 2014 (reasonable cause required--see instructions) |
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| 3 Excess distributions carryover, if any, to 2014: | ||||
| a From 2009.......X | ||||
| b From 2010.......X | ||||
| c From 2011.......X | ||||
| d From 2012.......X | ||||
| e From 2013....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2014 distributable amount | ||||
|
i
Carryover from 2009 not applied (see instructions) |
||||
| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2014 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2014 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2014, if any. Subtract lines 3g and 4a from line 2 (if amount greater than zero, see instructions) |
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|
6
Remaining underdistributions for 2014. Subtract lines 3h and 4b from line 1 (if amount greater than zero, see instructions) |
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|
7 Excess distributions carryover to 2015. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a From 2010.......X | ||||
| b From 2011.......X | ||||
| c From 2012.......X | ||||
| d From 2013....... | ||||
| e From 2014....... | ||||
| Facts And Circumstances Test |
|---|
| Return Reference | Explanation |
|---|---|
| SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | MISCELLANEOUS REVENUE |
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| Software Version: |
Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at| Return Reference | Explanation |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | THE CHAIR, CHAIR ELECT, PAST CHAIR, SECRETARY, TREASURER, AND GENERAL COUNSEL SHALL MAKE UP THE EXECUTIVE COMMITTEE. ANY THREE MEMBERS OF THIS COMMITTEE MAY CALL A MEETING. THE MAJORITY OF THOSE PRESENT WILL CONSTITUTE A VOTE FOR ACTION. THE EXECUTIVE COMMITTEE SHALL OVERSEE OPERATIONS OF THE BOARD; ACT AT TIMES BETWEEN REGULAR MEETINGS; AND ACT AT OTHER TIMES AS DIRECTED BY THE FULL BOARD. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE FOUNDATION IS OPEN TO ALL WHO WISH TO SHARE IN THE MISSION OF PROVIDING EDUCATION, SUPPORT AND SERVICE TO THOSE AFFECTED BY LUPUS, PROMOTING AWARENESS AND UNDERSTANDING OF LUPUS TO OTHERS, AND SUPPORTING RESEARCH THAT SEEKS TO IMPROVE THE DIAGNOSIS AND TREATMENT OF LUPUS AS WELL AS TO DISCOVER ITS CAUSE AND CURE. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE FOUNDATION'S BOARD OF DIRECTORS ARE ELECTED BY THE MEMBERS AT THE ANNUAL MEETING AND THROUGHOUT THE YEAR. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE MEMBERS MUST APPROVE A CHANGE TO THE NUMBER OF INDIVIDUALS ON THE BOARD OF DIRECTORS AND MUST APPROVE ANY AMENDMENTS OF THE FOUNDATION'S GOVERNING DOCUMENTS. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE ENTIRE BOARD OF DIRECTORS AND ENTIRE EXECUTIVE COMMITTEE, THE PRESIDENT, AND AN INDEPENDENT LEGAL REVIEW WERE CONDUCTED OF THE FORM 990 PRIOR TO FINAL BOARD APPROVAL, AND SUBSEQUENT FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE FOUNDATION'S CONFLICT OF INTEREST POLICY WAS UPDATED IN 2011 AND COVERS OFFICERS, DIRECTORS, AND OTHER INDIVIDUALS WITH THE AUTHORITY TO INFLUENCE ACTIONS TAKEN. ALL OF THE ABOVE ARE REQUIRED TO REVIEW AND SIGN THE POLICY ANNUALLY. EXCEPT AS PERMITTED BY LAW, WITH RESPECT TO ANY CONTRACT OR OTHER TRANSACTION BETWEEN THE ORGANIZATION AND ANY DIRECTOR (OR AN ORGANIZATION IN WHICH A DIRECTOR IS A DIRECTOR, OFFICER OR LEGAL REPRESENTATIVE OR HAS A MATERIAL FINANCIAL INTEREST): (A) THE MATERIAL FACTS AS TO SUCH CONTRACT OR TRANSACTION AND AS TO THE DIRECTOR'S INTEREST MUST BE FULLY DISCLOSED OR KNOWN TO THE BOARD OF DIRECTORS PRIOR TO APPROVAL OF SUCH CONTRACT OR TRANSACTION; (B) SUCH APPROVAL SHALL REQUIRE THE AFFIRMATIVE VOTE OF A MAJORITY OF THE DIRECTORS, NOT COUNTING ANY VOTE THAT THE INTERESTED DIRECTOR OTHERWISE MIGHT HAVE; AND (C) THE INTERESTED DIRECTOR SHALL NOT BE COUNTED IN DETERMINING THE PRESENCE OF A QUORUM. ALL PROCEEDINGS RELATED TO CONFLICTS OF INTEREST ARE DOCUMENTED IN THE MEETING MINUTES. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD CONDUCTED MARKET RESEARCH WITH DATA FROM THE MINNESOTA COUNCIL OF NONPROFITS (MCN) AND OTHER STUDIES TO SET EXECUTIVE COMPENSATION. THE INITIAL COMPENSATION PACKAGE WAS ALSO SCREENED AND EVALUATED BY AN INDEPENDENT RECRUITING FIRM HIRED BY THE OFFICERS OF THE BOARD OF DIRECTORS BASED ON MEETING CORE CRITERIA THE BOARD IDENTIFIED. FINAL CANDIDATES FOR THE POSITION WERE THEN EVALUATED BY AN INDEPENDENT FIRM THAT ASSESSES QUANTITATIVE AND QUALITATIVE SKILL SETS, AND CAPACITIES FOR LEADERSHIP. AN EVALUATION AGAINST MCN MARKET DATA FOR THE NON-PROFIT SECTOR FOR DETERMINING BASE COMPENSATION FOR THE PRESIDENT WAS LAST CONDUCTED IN 2011. ANY CHANGES TO THE PRESIDENT'S COMPENSATION SINCE THEN WERE APPROVED BY THE BOARD OF DIRECTORS THROUGH AN ANNUAL PERFORMANCE BASED REVIEW PROCESS. COMPENSATION FOR OTHER EMPLOYEES INCLUDES AN EVALUATION AGAINST MCN MARKET DATA FOR THE NONPROFIT SECTOR FOR DETERMINING BASE COMPENSATION. THIS PROCESS WAS LAST CONDUCTED IN 2014 FOR ALL OTHER STAFF. STAFF INCREASES ARE DETERMINED BY THE PRESIDENT BASED ON AN ANNUAL PERFORMANCE BASED REVIEW PROCESS AND FALL WITHIN SALARY LIMITS DETERMINED BY THE BOARD OF DIRECTORS AS PART OF THE ANNUAL BUDGETING PROCESS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FOUNDATION'S FORM 990, GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | DIRECT MAIL SERVICE: PROGRAM SERVICE EXPENSES 155,237. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 155,237. TOTAL EXPENSES 310,474. OTHER FEES FOR SERVICE: PROGRAM SERVICE EXPENSES 786. MANAGEMENT AND GENERAL EXPENSES 22,056. FUNDRAISING EXPENSES 2,201. TOTAL EXPENSES 25,043. |
| FORM 990, PART IV, LINE 17 | THE ORGANIZATION DOES UTILIZE THE SERVICES OF A PROFESSIONAL FUNDRAISER, BUT DOES NOT RECORD EXPENSE PAID FOR THE PROFESSIONAL FUNDRAISER'S SERVICES. PLEASE REFER TO SCHEDULE M, PART II FOR DETAILS ON THIS RELATIONSHIP. |
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