Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (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 |
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Calendar year (or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | 802,989 | 755,405 | 641,842 | 723,724 | 476,266 | 3,400,226 |
| 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 | 802,989 | 755,405 | 641,842 | 723,724 | 476,266 | 3,400,226 |
| 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).. | 81,973 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 3,318,253 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 802,989 | 755,405 | 641,842 | 723,724 | 476,266 | 3,400,226 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | ||||||
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | 1,148 | 1,148 | ||||
| 11 | Total support. Add lines 7 through 10 | 3,401,374 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (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) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (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) |
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| 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 | ||||
| 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 2019 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-2019 |
(iii) Distributable Amount for 2019 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2019 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI). See instructions. |
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| 3 Excess distributions carryover, if any, to 2019: | ||||
| a From 2014....... | ||||
| b From 2015....... | ||||
| c From 2016....... | ||||
| d From 2017....... | ||||
| e From 2018....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2019 distributable amount | ||||
|
i
Carryover from 2014 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2019 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2019 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2019, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
6
Remaining underdistributions for 2019. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
7 Excess distributions carryover to 2020. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2015..... | ||||
| b Excess from 2016..... | ||||
| c Excess from 2017..... | ||||
| d Excess from 2018..... | ||||
| e Excess from 2019..... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | THE LUPUS FOUNDATION OF AMERICA IS THE FOREMOST NATIONAL NONPROFIT VOLUNTARY HEALTH ORGANIZATION DEDICATED TO FINDING THE CAUSES OF AND CURE FOR LUPUS AND PROVIDING SUPPORT, SERVICES, AND HOPE TO ALL PEOPLE AFFECTED BY LUPUS. THE GEORGIA CHAPTER'S PROGRAMS ARE THE ONLY STATEWIDE VALUABLE RESOURCE FOR THOUSANDS OF PATIENTS AND FAMILIES PROVIDING SUPPORT AND INFORMATION, PHYSICIAN REFERRALS, PUBLIC AND PROFESSIONAL EDUCATION AND GRASS-ROOTS ADVOCACY |
| FORM 990, PAGE 2, PART III, LINE 4A | AS THE ONLY STATEWIDE VALUABLE RESOURCE FOR THE 55,000 GEORGIANS WITH LUPUS, THE GEORGIA CHAPTER PROVIDES THOUSANDS WITH FREE, VALUABLE EDUCATIONAL INFORMATION, PHYSICIAN REFERRALS, RESOURCES, SUPPORT GROUPS AND EDUCATIONAL PROGRAMS REACHING PATIENTS IN 120 OF THE 159 COUNTIES IN GEORGIA. NINETY PERCENT OF EVERY DOLLAR DONATED STAYS IN GEORGIA TO SUPPORT OUR PROGRAMS. THE CHAPTER ALSO SUPPORTS THE NATIONAL RESEARCH EFFORTS OF THE LUPUS FOUNDATION OF AMERICA, WORKING TO ADVANCE THE SCIENCE AND MEDICINE OF LUPUS TO BRING DOWN THE BARRIERS THAT HAVE IMPEDED PROGRESS IN LUPUS RESEARCH. DESPITE ITS PREVALENCE, LUPUS REMAINS ONE OF THE LEAST RECOGNIZABLE AND MOST MISUNDERSTOOD DISEASES IN BOTH THE MEDICAL AND LAY COMMUNITIES. THERE IS NO KNOWN CAUSE, NO CURE, AND THE INCIDENCE HAS INCREASED HUGELY IN THE PAST 20 YEARS. CURRENT TREATMENTS ARE OFTEN VERY TOXIC, THE SIDE EFFECTS OFTEN RIVALING THE SYMPTOMS OF THE DISEASE. WE REACH OUT TO OUR LUPUS CONSTITUENTS AND THEIR FAMILIES WITH OUR YEAR ROUND CHAPTER PROGRAMS AND EVENTS AND IN A VARIETY OF WAYS, FROM DIRECT MAIL TO ONLINE EMAILS BLASTS, WEBSITE UPDATES AND INFORMATION PLACEMENT IN DOCTORS' OFFICES: "OVER 60,000 VISITORS TO OUR WEBSITE IN THIS PAST YEAR "OVER 2900 INQUIRIES AND CHAPTER RESPONSES FROM PATIENTS AND FAMILIES FOR INFORMATION, RESOURCES AND REFERRALS "MORE THAN 10,000 FACEBOOK FANS AND 1800 PEOPLE FOLLOWING US ON TWITTER "MORE THAN 65,000 CONSTITUENTS IN OUR DATABASE, FROM 1000 IN 2006 "MORE THAN 26,000 CONSTITUENTS IN OUR EMAIL DATABASE, FROM 1500 IN 2007 "IN THE PAST YEAR, MORE THAN 450 PEOPLE ATTENDED OUR SYMPOSIUMS. "OUR SUPPORT GROUPS HAVE HAD AN ATTENDANCE OF AT LEAST 3000 IN MORE THAN 30 COMMUNITIES "MORE THAN 300 PEOPLE HAVE REGISTERED FOR OUR TELECONFERENCE SERVICES WITH AN ADDITIONAL 3000 HITS TO OUR WEBSITE FOR THE TAPED RECORDINGS AND INFORMATION "WHAT IS LUPUS? BROCHURES ALREADY DISTRIBUTED IN DOCTOR'S OFFICES ACROSS GEORGIA, WITH AN ADDITIONAL 10,000 REDESIGNED BROCHURES BEING DISTRIBUTED IN THE UPCOMING MONTHS "8,000 WALKERS AND FAMILIES WERE INSPIRED AND EMPOWERED AT THE 2019 WALK TO END LUPUS NOW. "OVER 200 GUESTS AT OUR 2018 NIGHT OF HOPE GALA, 50 GOLFERS AT OUR DRIVE FOR LUPUS NOW GOLF EVENT. OUR KEY ACCOMPLISHMENTS THIS YEAR INCLUDE: "EDUCATION: THE GEORGIA LUPUS SUMMIT, HELD AT THE RENAISSANCE WAVERLY HOTEL, WITH OVER 250 ATTENDEES AND TWELVE BREAKOUT SESSIONS, WAS PRESENTED SIMULTANEOUSLY IN ENGLISH AND SPANISH. "PATIENT RESOURCES: WE HELD OUR SEVENTH SUPPORT GROUP RETREAT TO TRAIN 32 SUPPORT GROUP FACILITATORS AS PROFESSIONAL ACTIVISTS IN COMMUNITIES ACROSS GEORGIA. "ADVOCACY: THE GEORGIA CHAPTER WORKED WITH SENATOR RENEE UNTERMAN AND REPRESENTATIVE SHARON COOPER TO ADVOCATE FOR THE PASSING OF SB 352 CREATING THE GEORGIA COUNCIL ON LUPUS EDUCATION AND AWARENESS. THIS COUNCIL WILL ASSESS AND QUANTIFY LUPUS EDUCATION AND ADVOCACY EFFORTS FOR THE NEXT THREE YEARS "EMERGENCY FINANCIAL ASSISTANCE: THE GEORGIA CHAPTER DISTRIBUTED FUNDS TO HELP MORE THAN 92 PEOPLE LIVING WITH LUPUS WHO WERE IN FINANCIAL CRISIS. THE CHAPTER PAID UTILITY BILLS, CO-PAYMENTS FOR DOCTOR VISITS, RENT AND MUCH ALL THE WHILE COUNSELLING OUR CONSTITUENTS TO HELP THEM FIND SUSTAINABLE RESOURCES. |
| FORM 990, PAGE 5, PART V, LINE 3B | NO UNRELATED BUSINESS INCOME |
| FORM 990, PAGE 6, PART VI | NONE |
| FORM 990, PAGE 6, PART VI, LINE 1A | NO EXECUTIVE COMMITTEE - SMALL BOARD |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE CHAIRMAN OF THE BOARD SENDS THE DRAFT 900 TO ALL BOARD MEMBERS FOR REVIEW. BOARD MEMBERS MUST REPLY STATING THEY HAVE REVIEWED THE DOCUMENT. |
| FORM 990, PAGE 6, PART VI, LINE 12C | EACH BOARD MEMBER SIGNS A CONFLICT OF INTEREST POLICY DOCUMENT. |
| FORM 990, PAGE 6, PART VI, LINE 15A | FOR FY16 SALARIES, THE COMPENSATION COMMITTEE REVIEWED THE PERFORMANCES TO DATE OF THE TWO KEY PERSONNEL. THE COMPENSATION WAS INCLUDED IN THE CHAPTER FY15 BUDGET FOR ALL THE BOARD MEMBERS TO REVIEW. |
| FORM 990, PAGE 6, PART VI, LINE 15B | FOR FY16 SALARIES, THE COMPENSATION COMMITTEE REVIEWED THE PERFORMANCES TO DATE OF THE TWO KEY PERSONNEL. THE COMPENSATION WAS INCLUDED IN THE CHAPTER FY15 BUDGET FOR ALL THE BOARD MEMBERS TO REVIEW. |
| FORM 990, PAGE 6, PART VI, LINE 19 | GOVERNING DOCUMENTS,CONFLICTY OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE FOR REVIEW BY REQUEST AT THE ORGANIZATION'S OFFICE. |
| Software ID: | |
| Software Version: |