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 |
||||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2018 | (b) 2019 | (c) 2020 | (d) 2021 | (e) 2022 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | 380,638,146 | 439,969,894 | 398,358,407 | 822,907,635 | 684,598,697 | 2,726,472,779 |
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.... | 0 | 0 | 0 | 0 | 0 | 0 |
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | 0 | 0 | 0 | 0 | 0 | 0 |
| 4 | Total. Add lines 1 through 3 | 380,638,146 | 439,969,894 | 398,358,407 | 822,907,635 | 684,598,697 | 2,726,472,779 |
| 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) .. | 2,328,277,140 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 398,195,639 | |||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2018 | (b) 2019 | (c) 2020 | (d) 2021 | (e) 2022 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 380,638,146 | 439,969,894 | 398,358,407 | 822,907,635 | 684,598,697 | 2,726,472,779 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 17,623 | 19,769 | 116,832 | 218,704 | 50,745 | 423,673 |
| 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.).. | 0 | 0 | 0 | 0 | 0 | 0 |
| 11 | Total support. Add lines 7 through 10 | 2,726,896,452 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2018 | (b) 2019 | (c) 2020 | (d) 2021 | (e) 2022 | (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) 2018 | (b) 2019 | (c) 2020 | (d) 2021 | (e) 2022 | (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 on 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 0.015 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 0.035 | 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 | 1 | |
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
2 | |
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | 3 | |
| 4 Amounts paid to acquire exempt-use assets | 4 | |
| 5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) | 5 | |
| 6 Other distributions (describe in Part VI). See instructions | 6 | |
| 7Total annual distributions. Add lines 1 through 6. | 7 | |
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
8 | |
| 9 Distributable amount for 2022 from Section C, line 6 | 9 | |
| 10 Line 8 amount divided by Line 9 amount | 10 | |
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2022 |
(iii) Distributable Amount for 2022 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2022 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2022 (reasonable cause required-- explain in Part VI).
See instructions. |
||||
| 3 Excess distributions carryover, if any, to 2022: | ||||
| a From 2017....... | ||||
| b From 2018....... | ||||
| c From 2019....... | ||||
| d From 2020....... | ||||
| e From 2021....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2022 distributable amount | ||||
|
i
Carryover from 2017 not applied (see instructions) |
||||
| j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. | ||||
| 4Distributions for 2022 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2022 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from line 4. | ||||
|
5
Remaining underdistributions for years prior to 2022, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
||||
|
6
Remaining underdistributions for 2022. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
||||
|
7 Excess distributions carryover to 2023. Add lines 3j and 4c. |
||||
| 8 Breakdown of line 7: | ||||
| a Excess from 2018..... | ||||
| b Excess from 2019..... | ||||
| c Excess from 2020..... | ||||
| d Excess from 2021..... | ||||
| e Excess from 2022..... | ||||
| Facts And Circumstances Test |
|---|
| Return Reference | Explanation |
|---|---|
| Part II - Line 10 | | Year:, Amount:, Description:| 2018, , | 2019, | 2020, | 2021, | 2022, | |
| Part II, line 17a | 1.Attraction of Public Support. WFH USA is organized and operated so as to attract new and additional public support on a continuous basis. Through a Collaboration Agreement with its Canadian affiliate the World Federation of Hemophilia "WFH" WFH USA maintains a continuous and bona fide program for solicitation of funds from the general public as well as engaging in activities designed to attract in-kind donations of clotting factor and other pharmaceutical products from multiple sources. Hemophilia treatment products received as donations are distributed to more than 60 developing countries each year for the treatment of thousands of people with hemophilia and related bleeding disorders. This activity is namely called the WFH Humanitarian Aid Program. Monetary contributions are utilized to cover the operational costs related to the Humanitarian Aid Program to support other charitable activities and to pay WFH USA's administrative expenses. The scope of WFH USA's fund-raising activities is reasonable in light of its charitable activities. WFH USA employs a National Director who is supported by three full-time WFH employees. 2.The Charity's Percentage of Public Support. WFH USA's total support from the public during the five-year period ending 2022 was at 14.60%; for the five-year period ending 2021 the ratio was at 15.29%. As explained in Part III of Form 990 WFH USA's specific purpose is to advance the global mission of the World Federation of Hemophilia WFH within the United States to improve and sustain care for people with inherited bleeding disorders around the world. As also explained in Part III of Form 990 the primary way that WFH USA carries out that mission is through the WFH Humanitarian Aid Program in which it receives product donations that are then distributed each year in more than 60 developing countries for the treatment of thousands of persons with hemophilia and related bleeding disorders. As a result the great majority of WFH USA's support is received in the form of in-kind contributions of blood clotting factor or other related pharmaceutical products mainly from manufacturers of those products. As there are only a limited number of such manufacturers the more successful that WFH USA is in obtaining substantial contributions from them the lower WFH USA's public support percentage will be. Thus WFH USA limits its activities to a special field and that inherently limits the number of its in-kind contributors. In other words the nature of the Humanitarian Aid Program is the reason that WFH USA's public support percentage is relatively low. 3.The Charity's Sources of Public Support. WFH USA's public support is derived from a representative number of persons. WFH USA does not receive most of its support from the members of a single family or from a single business. During the five-year period ending CY 2022 WFH USA received in-kind contributions of blood clotting factor or other related pharmaceutical products from 15 separate and unrelated sources. WFH USA also received cash donations from more than 300 different and unrelated individuals or organizations during that time period. 4.WFH USA's Governing Body. WFH USA has a governing body that represents the broad interests of the public. Its governing body does not represent the personal or private interests of a limited number of donors. WFH USA's governing body is comprised of persons having special knowledge or expertise in the particular field or discipline in which WFH USA operates and or other persons having knowledge of and interest in WFH USA and its mission to improve and sustain care for people with inherited bleeding disorders. WFH USA's governing body represents a broad cross-section of the views and interests of persons with inherited bleeding disorders and persons devoted to treating those disorders. None of the members of WFH USA's governing body are selected by affiliated with or otherwise represent the interests of the manufacturers of blood clotting factor or other related pharmaceutical products that contribute such products to WFH USA. 5.WFH USA's Facilities and Services. WFH USA provides facilities or services directly for the benefit of the general public on a continuing basis and maintains a definitive program to accomplish its charitable work on a world-wide basis. As already noted each year the Humanitarian Aid Program benefits thousands of persons with hemophilia and related bleeding disorders in more than 60 developing countries. |
| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| Part III, line 2 | SOLIDARITY PROGRAM The WFH Solidarity Program allows the WFH to support the development of all its national member organizations and their efforts to improve access to diagnosis treatment and care. The Solidarity Fund also ensures that the WFH can respond quickly to its national member organizations' emerging needs or challenges and provide relief in times of crisis. In accordance with the Collaboration agreement between WFH USA and the WFH WFH USA periodically grants contributions received to support the WFH Solidarity programs to the WFH as needed to carry out the WFH's responsibilities with respect to the WFH Solidarity Program. |
| Part VI, Line 6 | The World Federation of Hemophilia WFH a Canadian charity is the sole member of WFH USA. |
| Part VI, Line 7a | The World Federation of Hemophilia WFH has the power to elect all members of WFH USA's governing body. In addition the World Federation of Hemophilia has the sole power to amend the bylaws of the organization. |
| Part VI, Line 7b | Once a year at the General Assembly the WFH as a sole voting member of WFH USA approves the election of WFH USA Board of Directors |
| Part VI, Line 11b | Form 990 is prepared by the staff of WFH and in particular by its Head of Accounting & Financial Planning who has 16 years of experience with WFH. The Form 990 is then sent to WFH's Finance & Administration Director for review. After approval the Form 990 is then sent to the WFH USA's Finance Committee for their review and approval. Finally the Form 990 is reviewed by the Executive Director of WFH USA. Upon approval a copy of the form is also provided to all other members of the Board. Subsequently Form 990 is published on the WFH USA website for public inspection. |
| Part VI, Line 12c | Officers and Directors have to sign a conflict of interest form every year at the first annual board meeting. This is a standing agenda item such that conflicts are updated if required at each board meeting. Disclosure of a conflict or potential conflict of interest enables the Board to request the abstention of a member from an area where conflict occurs or could occur. |
| Part VI, Line 19 | The audited financial statements of WFH USA are posted on the organization's website along with the completed Form 990 and schedules. |
| Part III, Line 4d | | Description:, Expense Amount:, Grants Amount:, Revenue Amount:| Susan Skinner Memorial Fund: An endowment fund which supports through scholarship payments support the training education and leadership development of women within the bleeding disorders community. Scholarship recipients aged 18 to 60 years from the United States and abroad demonstrate outstanding leadership to improve the care of women with bleeding disorders in their countries and the potential to become future leaders in the bleeding disorder community. The fund is managed with the goal of generating enough funds to distribute scholarships while maintaining its long-term viability., $41148, $34324, $36586| Solidarity Fund, $186400, $186400, $186400| Travel fund, $6766, $5266, $6766| |
| Part XI, Line 9 | | Description:, Explanation:, Amount:| A large portion of the endowment fund Susan Skinner Memorial Fund is invested in publicly traded securities. Per the Memorandum of understanding of the SSMF the endowment fund is managed with the goal of generating enough funds to distribute scholarships while maintaining the long-term viability of the SSMF. Therefore the investment earnings are deferred for future years to be used for the fund's needs. The investment earnings are presented as deferred investment income on the Balance Sheet. The $144,498 represents the 2022 portion of the investment losses that have been deferred, Deferred investment earnings from the endowment fund, $144498| |
| Software ID: | |
| Software Version: |