Cystic Fibrosis Foundation Headquarters in Wilsonville, Oregon (OR)

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Cystic Fibrosis Foundation Headquarters
Employer Identification Number (EIN)131930701
Name of OrganizationCystic Fibrosis Foundation Headquarters
In Care of NameDavid Norman
AddressPO BOX 1668, Wilsonville, OR 97070-1668
Websitehttp://www.battleforthebridge.com
ActivitiesScientific research (diseases), Contact or sponsored scientific research for industry, Other health services
SubsectionCharitable Organization
Ruling Date11/1957
DeductibilityContributions are deductible
FoundationOrganization which receives a substantial part of its support from a governmental unit or the general public
OrganizationCorporation
Exempt Organization StatusUnconditional Exemption
Tax Period2014
Assets$50,000,000 to greater
Income$50,000,000 to greater
Filing Requirement990 (all other) or 990EZ return
Asset Amount$692,698,706
Amount of Income$614,959,738
Form 990 Revenue Amount$297,690,483
National Taxonomy of Exempt Entities (NTEE)Diseases, Disorders, Medical Disciplines: Birth Defects and Genetic Diseases


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Amount of income in 2014: $614,959,738
Cystic Fibrosis Foundation Headquarters: 

 $614,959,738
Other organizations performing similar types of work: 

 $8,150,268

Assets in 2014: $692,698,706
Cystic Fibrosis Foundation Headquarters: 

 $692,698,706
Other organizations performing similar types of work: 

 $6,543,250

Expenses in 2013: $75,047,721
This organization: 

 $75,047,721
Other organizations performing similar types of work: 

 $8,900,748

Income to expenses ratio in 2013: 8.2
This organization: 

 8.2
Other organizations performing similar types of work: 

 1.1

Expenses allocated to program services in 2007: 87.3%
This organization: 

 87.3%
Other organizations performing similar types of work: 

 87.3%

Number of employees in 2013: 257
Cystic Fibrosis Foundation Headquarters: 

 257
Other organizations performing similar types of work: 

 277

Employees paid over $100,000 in 2013: 42.0%
This organization: 

 42.0%
Other organizations performing similar types of work: 

 0.0%

Grants share in income in 2013: 93.8%
Cystic Fibrosis Foundation Headquarters: 

 93.8%
Other organizations performing similar types of work: 

 9.1%

Financial snapshot ($)

Revenue for 2013

Assets at the end of 2013

Functional expenses for 2013

Support schedule

Checklist
20122013
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)?NoYes
Is the organization required to complete Schedule B, Schedule of Contributors?YesYes
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office?NoNo
Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year?NoYes
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?NoNo
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?NoNo
Did the organization receive or hold a conservation easement, including easements to preserve open space, the environment, historic land areas, or historic structures?NoNo
Did the organization maintain collections of works of art, historical treasures, or other similar assets?NoNo
Did the organization report an amount for escrow or custodial account liability; serve as a custodian or provide credit counseling, debt management, credit repair, or debt negotiation services?NoNo
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments?NoNo
Did the organization report an amount for land, buildings, and equipment?YesYes
Did the organization report an amount for investments-other securities that is 5% or more of its total assets?YesYes
Did the organization report an amount for investments-program related that is 5% or more of its total assets?NoNo
Did the organization report an amount for other assets that is 5% or more of its total assets?NoNo
Did the organization report an amount for other liabilities?YesYes
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)?NoNo
Did the organization obtain separate, independent audited financial statements for the tax year?NoNo
Was the organization included in consolidated, independent audited financial statements for the tax year?YesYes
Is the organization a school described in section 170(b)(1)(A)(ii)?NoNo
Did the organization maintain an office, employees, or agents outside of the United States?NoNo
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?NoYes
Did the organization report more than $5,000 of grants or other assistance to or for any foreign organization?NoYes
Did the organization report more than $5,000 of aggregate grants or other assistance to or for foreign individuals?NoNo
Did the organization report a total of more than $15,000 of expenses for professional fundraising services?NoNo
Did the organization report more than $15,000 total of fundraising event gross income and contributions?NoNo
Did the organization report more than $15,000 of gross income from gaming activities?NoNo
Did the organization operate one or more hospital facilities?NoNo
Did the organization attach a copy of its audited financial statements?NoNo
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government?YesYes
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals?YesYes
Did the organization answer 'Yes' about compensation of the organization's current and former officers, directors, trustees, key employees, and highest compensated employees?YesYes
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?NoNo
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?NoNo
Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds?NoNo
Did the organization act as an 'on behalf of' issuer for bonds outstanding at any time during the year?NoNo
Did the organization engage in an excess benefit transaction with a disqualified person during the year?NoNo
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?NoNo
Did the organization report any amount for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons?NoNo
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?NoNo
Was the organization a party to a business transaction with one of the following parties
A current or former officer, director, trustee, or key employee?NoNo
A family member of a current or former officer, director, trustee, or key employee?NoNo
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?NoNo
Did the organization receive more than $25,000 in non-cash contributions?NoNo
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions?NoNo
Did the organization liquidate, terminate, or dissolve and cease operations?NoNo
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets?NoNo
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3?YesYes
Was the organization related to any tax-exempt or taxable entity?YesYes
Did the organization have a controlled entity within the meaning of section 512(b)(13)?YesYes
Did the organization make any transfers to an exempt non-charitable related organization?NoNo
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?NoNo
Statements Regarding Other IRS Filings and Tax Compliance
201120122013
The number reported in Box 3 of Form 1096246197
The number of Forms W-2G00
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners?NoYes
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 return329257
Did the organization file all required federal employment tax returns?YesYes
Did the organization have unrelated business gross income of $1,000 or more during the year?NoNoNo
Has it filed a Form 990-T for this year?NoNo
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)?NoNo
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?NoNo
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?NoNo
Did the organization file Form 8886-T?NoNo
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?NoNo
Did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?NoNo
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?NoNo
Did the organization notify the donor of the value of the goods or services provided?NoNo
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?NoNo
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?NoNo
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?NoNo
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?NoNo
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?NoNo
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year?NoNo
Did the sponsoring organization make any taxable distributions under section 4966?NoNo
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?NoNo
Initiation fees and capital contributions$0$0$0
Gross receipts for public use of club facilities $0$0$0
Gross income from members or shareholders$0$0$0
Gross income from other sources$0$0$0
Is the organization filing Form 990 in lieu of Form 1041?NoNo
The amount of tax-exempt interest received or accrued during the year$0$0
Is the organization licensed to issue qualified health plans in more than one state?NoNo
The amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans$0$0
The amount of reserves on hand$0$0
Did the organization receive any payments for indoor tanning services during the tax year?NoNo
Has it filed a Form 720 to report these payments?NoNo
Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
20122013
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
Total reportable compensation from the organization$3,464,575$4,190,671
Total reportable compensation from related organizations$534,453$758,803
Total estimated amount of other compensation from the organization and related organizations$825,446$1,039,648
Total number of individuals who received more than $100,000 of reportable compensation from the organization6668
Total number of independent contractors who received more than $100,000 of compensation from the organization4340
Statement of Revenue
201120122013
Total revenue$136,580,184$260,818,976$297,690,483
Contributions, Gifts, Grants and Other Similar Amounts$101,016,403$193,893,253$279,115,653
Program Service Revenue$26,269,945$30,108,699$2,168,133
611600$1,622,297$1,778,138
541610$9,360,900$176,119
900099$2,153,493$213,876
All other program service revenue$0$0
Other Revenue
Investment income (including dividends, interest, and other similar amounts)$3,438,058$10,639,322$9,276,579
Income from investment of tax-exempt bond proceeds$0$0$0
Royalties$1,450,872$3,506,450$7,777,853
Net rental income$0$0$0
Net gain/loss from sales of assets other than inventory$3,828,641$22,190,620$-1,096,786
Gross amount from sales of assets other than inventory (Securities / Other)$108,262,549 / $0$83,391,315 / $29,144,171$315,514,951 / $657,518
Less: cost or other basis and sales expenses (Securities / Other)$104,433,908 / $0$82,581,005 / $7,763,861$317,269,255 / $0
Gain or (loss) (Securities / Other)$3,828,641 / $0$810,310 / $21,380,310$-1,754,304 / $657,518
Net income/loss from fundraising events$0$0$0
Net income/loss from gaming activities$0$0$0
Net income/loss from sales of inventory$0$0$0
Miscellaneous Revenue$576,265$480,632$449,051
Lessors of Nonfinancial Intangible Assets (except Copyrighted Works)$480,632$449,051
All other revenue$0$0
Statement of Functional Expenses
201120122013
Total functional expenses$125,721,614$79,288,914$75,047,721
Grants and other assistance to domestic organizations and domestic governments$23,530,938$25,179,825
Grants and other assistance to domestic individuals$1,670,420$1,900,474
Grants and other assistance to foreign organizations, foreign governments, and foreign individuals$641,128$254,416
Benefits paid to or for members$0$0
Compensation of current officers, directors, trustees, and key employees$2,331,798$2,681,208$3,669,026
Compensation not included above, to disqualified persons$0$0
Other salaries and wages$20,131,956$21,805,285$17,429,853
Pension plan accruals and contributions$1,360,247$1,227,827
Other employee benefits$2,491,848$1,707,375
Payroll taxes$1,594,641$1,655,879$1,385,105
Fees for services (non-employees)
Management$0$0
Legal$578,023$288,197
Accounting$182,708$328,320
Lobbying$252,712$266,173
Professional fundraising services$0$0$0
Investment management fees$106,366$111,438
Other$3,030,329$3,051,626
Advertising and promotion$33,502$41,948
Office expenses$1,748,045$962,756
Information technology$3,896,695$3,544,741
Royalties$0$0
Occupancy$1,634,556$1,266,461
Travel$793,201$678,266
Payments of travel or entertainment expenses for any federal, state, or local public officials$0$0
Conferences, conventions, and meetings$2,443,790$2,243,664
Interest$0$0
Payments to affiliates$0$0
Depreciation, depletion, and amortization$532,604$366,183
Insurance$447,871$449,388
Other expenses$2,998,803$2,899,191
Other expenses$2,785,473$2,423,838
Other expenses$546,284$1,875,308
Other expenses$464,438$376,641
Other expenses$976,561$1,119,681
Balance Sheet
201120122013
Total assets$216,321,364$435,100,702$692,698,706
Cash - non-interest-bearing$0$0
Savings and temporary cash investments$85,991,958$53,791,914
Pledges and grants receivable, net$18,589,070$12,026,413
Accounts receivable, net$3,897,769$3,855,668
Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees$0$0
Loans and other receivables from other disqualified persons, persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations$0$0
Notes and loans receivable, net$0$0
Inventories for sale or use$341,763$229,641
Prepaid expenses and deferred charges$1,169,059$1,307,422
Land, buildings, and equipment: cost or other basis$2,500,207$3,313,390
Investments - publicly traded securities$231,212,469$484,322,357
Investments - other securities$84,037,853$126,808,444
Investments - program-related$0$0
Intangible assets$0$0
Other assets$7,360,554$7,043,457
Total liabilities$40,872,449$84,470,819$94,932,860
Accounts payable and accrued expenses$19,779,258$16,483,836
Grants payable$23,616,669$23,236,520
Deferred revenue$3,851,863$4,992,667
Tax-exempt bond liabilities$0$0$0
Escrow or custodial account liability$0$0
Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified persons$0$0
Secured mortgages and notes payable to unrelated third parties$0$0$0
Unsecured notes and loans payable to unrelated third parties$0$0$0
Other liabilities (including federal income tax, payables to related third parties, and other liabilities)$37,223,029$50,219,837
Total net assets or fund balances$175,448,915$350,629,883$597,765,846
Unrestricted net assets$330,610,330$574,947,148
Temporarily restricted net assets$16,291,346$18,850,884
Permanently restricted net assets$3,728,207$3,967,814
Capital stock or trust principal, or current funds$0$0
Paid-in or capital surplus, or land, building, or equipment fund$0$0
Retained earnings, endowment, accumulated income, or other funds$0$0$0
Reason for Public Charity Status (for 2013)
The organization is not a private foundation because it is:An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi)
Number of organizations supported0
Sum of amounts of support$0
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (for 2009 - 2013)
2009 - 2013 Total
Public Support$775,372,538
Subtotal Support$775,372,538
Gifts, grants, contributions, and membership fees received$775,372,538
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf$0
The value of services or facilities furnished by a governmental unit to the organization without charge$0
The portion of total contributions by each person (other than a governmental unit or publicly supported organization) that exceeds 2% of the total support$0
Total Support$819,866,803
Public Support$775,372,538
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources$41,883,883
Net income from unrelated business activities, whether or not the business is regularly carried on$0
Other income. Do not include gain or loss from the sale of capital assets$2,610,382
Gross receipts from related activities, etc.$96,959,578
Revenue, Expenses, and Changes in Net Assets or Fund Balances
20002001200220032004200520062007
Total revenue$84,864,682$77,871,723$75,030,729$87,045,902$102,911,360$122,794,986$123,102,904$148,350,213
Contributions, gifts, grants, and similar amounts received$77,118,119$74,367,109$75,823,156$80,321,763$98,558,497$109,762,211$112,053,277$125,762,419
Contributions to donor advised funds$0$0
Direct public support$23,770,941$21,745,788$20,461,257$21,603,707$23,743,414$23,128,483$26,074,031$25,751,045
Indirect public support$53,347,178$52,621,321$55,361,899$58,718,056$74,815,083$86,633,728$85,979,246$100,011,374
Government contributions (grants)$0$0$0$0$0$0$0$0
Program service revenue including government fees and contracts$951,152$866,745$943,207$878,889$914,700$997,825$1,083,664$1,012,000
Membership dues and assessments$0$0$0$0$0$0$0$0
Interest on savings and temporary cash investments$7,054,568$5,142,183$4,818,421$0$0$170,243$49,780$4,745
Dividends and interest from securities$562,775$475,087$103,314$4,126,215$4,774,495$3,881,710$4,682,019$9,230,168
Net rental income or (loss)$0$0$0$0$0$0$0$0
Gross rents$0$0$0$0$0$0$0$0
Less: rental expenses$0$0$0$0$0$0$0$0
Other investment income$0$0$0$0$0$0$0$0
Gain or (loss) from sales of assets other than inventory$-1,902,813$-3,439,736$-7,567,693$603,863$-3,322,018$5,948,307$3,229,247$4,694,011
Gross amount from sales of assets other than inventory$330,403,997$89,623,148$122,561,609$113,097,030$101,020,461$226,016,518$129,799,731$217,394,415
Less: cost or other basis and sales expenses$332,306,810$93,062,884$130,129,302$112,493,167$104,342,479$220,068,211$126,570,484$212,700,404
Net income or (loss) from special events and activities$0$0$0$0$0$0$0$0
Gross revenue$0$0$0$0$0$0$0$0
Less: direct expenses other than fundraising expenses$0$0$0$0$0$0$0$0
Gross profit or (loss) from sales of inventory$0$0$0$0$0$0$0$0
Gross sales of inventory, less returns and allowances$0$0$0$0$0$0$0$0
Less: cost of goods sold$0$0$0$0$0$0$0$0
Other revenue$1,080,881$460,335$910,324$1,115,172$1,985,686$2,034,690$2,004,917$7,646,870
Total expenses$82,824,343$81,790,188$89,776,993$79,860,838$90,630,522$105,103,988$110,678,205$133,700,555
Program services$66,230,912$66,178,248$34,094,434$39,780,940$41,602,322$90,332,911$94,911,433$116,755,624
Management and general$2,669,879$2,629,447$2,494,542$2,918,574$3,461,470$3,251,686$3,247,098$3,737,368
Fundraising$8,438,724$8,733,626$7,958,163$8,918,889$9,498,679$11,519,391$12,519,674$13,207,563
Payments to affiliates$5,484,828$4,248,867$45,229,854$28,242,435$36,068,051$0$0$0
Net assets or fund balances at end of year$125,694,248$122,953,244$108,206,980$120,463,697$135,535,952$156,116,024$185,522,823$219,753,788
Excess or (deficit) for the year$2,040,339$-3,918,465$-14,746,264$7,185,064$12,280,838$17,690,998$12,424,699$14,649,658
Net assets or fund balances at beginning of year$123,653,909$125,694,248$122,953,244$108,206,980$120,463,697$135,535,952$156,116,024$194,880,375
Other changes in net assets or fund balances$0$1,177,461$0$5,071,653$2,791,417$2,889,074$16,982,100$10,223,755
Statement of Functional Expenses (for 2007)
TotalProgram servicesManagement and generalFundraising
Total functional expenses$133,700,555$116,755,624$3,737,368$13,207,563
Grants paid from donor advised funds$0
Other grants and allocations$92,996,774
Specific assistance to individuals$0
Benefits paid to or for members$0
Compensation of current officers, directors, key employees, etc.$1,756,408$1,147,039$291,768$317,601
Compensation of former officers, directors, key employees, etc.$0$0$0$0
Compensation and other distributions, not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)$0$0$0$0
Salaries and wages of employees not included above$13,273,028$8,668,078$2,204,868$2,400,082
Pension plan contributions not included above$692,848$439,082$132,023$121,743
Employee benefits not included above$816,738$515,411$138,508$162,819
Payroll taxes$975,034$639,349$151,732$183,953
Professional fundraising fees$0$0$0$0
Accounting fees$101,446$0$101,446$0
Legal fees$239,437$239,437$0$0
Supplies$166,989$123,085$23,880$20,024
Telephone$113,118$89,611$7,863$15,644
Postage and shipping$6,885,054$2,332,544$14,192$4,538,318
Occupancy$931,463$598,647$164,578$168,238
Equipment rental and maintenance$67,330$50,910$6,076$10,344
Printing and publications$7,521,904$2,943,762$11,765$4,566,377
Travel$771,761$695,420$2,163$74,178
Conferences, conventions, and meetings$2,430,575$2,341,400$16,280$72,895
Interest$0$0$0$0
Depreciation, depletion, etc.$312,647$257,065$24,333$31,249
Other expenses not covered above$3,648,001$2,678,010$445,893$524,098
Balance Sheets
20002001200220032004200520062007
Total assets$175,737,865$174,705,406$162,889,933$175,861,263$195,888,823$215,370,862$249,436,190$286,152,205
Cash - non-interest-bearing$0$0$0$0$0$0$0$0
Savings and temporary cash investments$1,047,521$2,079,928$1,399,880$1,225,904$580,732$21,931,916$18,467,800$12,393,159
Accounts receivable less allowance for doubtful accounts$9,846,156$9,380,442$8,335,904$9,165,075$16,278,065$6,244,712$5,440,973$5,659,704
Pledges receivable less allowance for doubtful accounts$0$0$0$0$0$17,088,069$21,435,053$22,820,187
Grants receivable$0$0$0$0$0$0$0$0
Receivables from current and former officers, directors, trustees, and key employees$0$0$0$0$0$0$0$0
Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)$0$0
Other notes and loans receivable less allowance for doubtful accounts$0$0$0$0$0$0$0$2,000,000
Inventories for sale or use$333,866$465,362$244,490$328,648$338,531$374,942$519,863$777,852
Prepaid expenses and deferred charges$1,269,967$1,125,207$1,074,927$1,069,570$1,098,481$1,534,270$1,250,482$1,293,234
Investments - publicly-traded securities$200,542,669$233,217,111
Investments - other securities$158,491,647$156,167,191$146,965,007$159,392,301$176,246,644$166,870,909$0$0
Investments - land, buildings, and equipment less accumulated depreciation$0$0$0$0$0$0$0$0
Investments - other$3,054,976$3,232,438$3,232,438$3,232,438$0$0$0$6,732,485
Land, buildings, and equipment less accumulated depreciation$1,693,732$2,020,776$1,548,234$1,179,456$1,061,718$988,946$1,381,651$1,201,950
Other assets, including program-related investments$0$234,062$89,053$267,871$284,652$337,098$397,699$56,523
Total liabilities$50,043,617$51,752,162$54,682,953$55,397,566$60,352,877$59,254,838$63,913,367$66,398,417
Accounts payable and accrued expenses$29,551,092$6,611,095$6,501,017$8,999,471$10,675,499$8,571,686$9,488,844$10,526,188
Grants payable$20,492,525$17,861,506$17,415,608$21,156,683$22,281,175$22,589,658$24,395,607$20,891,773
Deferred revenue$0$0$0$0$0$1,738,688$2,233,855$1,989,728
Loans from officers, directors, trustees, and key employees$0$0$0$0$0$0$0$0
Tax-exempt bond liabilities$0$0$0$0$0$0$0$0
Mortgages and other notes payable$0$0$0$0$0$0$0$0
Other liabilities$0$27,279,561$30,766,328$25,241,412$27,396,203$26,354,806$27,795,061$32,990,728
Total liabilities and net assets/fund balances$175,737,865$174,705,406$162,889,933$175,861,263$195,888,829$215,370,862$249,436,190$286,152,205
Total net assets or fund balances$125,694,248$122,953,244$108,206,980$120,463,697$135,535,952$156,116,024$185,522,823$219,753,788
Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
20002001200220032004200520062007
Total revenue$84,864,682$77,871,723$75,030,729$87,045,902$102,911,360$122,794,986$123,102,904$148,350,213
Total revenue, gains, and other support per audited financial statements$132,234,672$129,721,485$130,243,035$152,231,009$176,992,133$202,745,644$226,355,813$246,591,350
Other expenses$47,369,990$51,849,762$55,212,306$65,185,107$74,080,773$79,950,658$103,252,909$98,241,137
Net unrealized gains on investments$0$0$0$5,071,653$0$2,889,074$16,982,100$12,848,822
Donated services and use of facilities$0$0$0$0$0$0$0$0
Recoveries of prior year grants$0$0$0$0$0$0$0$0
Other$47,369,990$51,849,762$55,212,306$60,113,454$74,080,773$77,061,584$86,270,809$85,392,315
Other revenue$0$0$0$0$0$0$0$0
Investment expenses$0$0$0$0$0$0$0$0
Other$0$0$0$0$0$0$0$0
Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
20002001200220032004200520062007
Total expenses$82,824,343$81,790,188$89,776,993$79,860,838$90,630,522$105,103,988$110,678,205$133,700,555
Total expenses and losses per audited financial statements$129,897,650$133,006,881$143,963,462$138,891,693$157,442,653$180,503,829$195,908,827$221,717,937
Other revenue$52,558,135$55,465,560$99,416,323$87,273,290$102,880,182$75,399,841$85,230,622$88,017,382
Donated services and use of facilities$0$0$0$0$0$0$0$0
Prior year adjustments$0$0$0$0$0$0$0$0
Losses$0$0$0$0$0$0$0$0
Other$52,558,135$55,465,560$99,416,323$87,273,290$102,880,182$75,399,841$85,230,622$88,017,382
Other expenses$5,484,828$4,248,867$45,229,854$28,242,435$36,068,051$0$0$0
Investment expenses$0$0$0$0$0$0$0$0
Other$5,484,828$4,248,867$45,229,854$28,242,435$36,068,051$0$0$0
Current Officers, Directors, Trustees, and Key Employees
Average hours per week devoted to positionCompensationContributions to employee benefit plans & deferred compensation plansExpense account and other allowances
33$368,139$143,095$6,468
33$729,333$105,081$1,644
50$1,054,698$156,205$1,644
50$438,226$68,876$1,644
Total number of officers, directors, and trustees permitted to vote on organization business at board meetings19
Are any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, related to each other through family or business relationships?No
Do any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, receive compensation from any other organizations, whether tax exempt or taxable, that are related to the organization?Yes
Does the organization have a written conflict of interest policy?Yes
Other Information
Did the organization have unrelated business gross income of $1,000 or more during the year covered by this return, and has it filed a tax return on Form 990-T for this year?Yes
Was there a liquidation, dissolution, termination, or substantial contraction during the year?No
Is the organization related (other than by association with a statewide or nationwide organization) through common membership, governing bodies, trustees, officers, etc., to any other exempt or nonexempt organization?Yes
Direct and indirect political expenditures$0
Did the organization file Form 1120-POL for this year?No
Were substantially all dues nondeductible by members?
Did the organization make only in-house lobbying expenditures of $2,000 or less?
Dues, assessments, and similar amounts from members$0
Section 162(e) lobbying and political expenditures$0
Aggregate nondeductible amount of section 6033(e)(1)(A) dues notices$0
Taxable amount of lobbying and political expenditures$0
Does the organization elect to pay the section 6033(e) tax on the amount above?
If section 6033(e)(1)(A) dues notices were sent, does the organization agree to add the amount above to its reasonable estimate of dues allocable to nondeductible lobbying and political expenditures for the following tax year?
Initiation fees and capital contributions$0
Gross receipts for public use of club facilities$0
At any time during the year, did the organization, directly or indirectly, own a controlled entity within the meaning of section 512(b)(13)?Yes
Amount of tax imposed on the organization during the year under: section 4911$0
Amount of tax imposed on the organization during the year under: section 4912$0
Amount of tax imposed on the organization during the year under: section 4955$0
Did the organization engage in any section 4958 excess benefit transaction during the year or did it become aware of an excess benefit transaction from a prior year?No
Amount of tax imposed on the organization managers or disqualified persons during the year under sections 4912, 4955, and 4958$0
Amount of tax above, reimbursed by the organization$0
At any time during the tax year, was the organization a party to a prohibited tax shelter transaction?No
Did the organization acquire a direct or indirect interest in any applicable insurance contract?No
Did the supporting organization, or a fund maintained by a sponsoring organization, have excess business holdings at any time during the year?No
Number of employees employed in the pay period that includes March 12, 2006177
Analysis of Income-Producing Activities (for 2007)
Unrelated business incomeExcluded by section 512, 513, or 514Related or exempt function income
Business codeAmountExclusion codeAmount
Total$1,094,519$20,481,275$1,012,000
Program service revenue
Program service revenue 1000000$000$0$1,012,000
Program service revenue 2000000$000$0$0
Program service revenue 3000000$000$0$0
Program service revenue 4000000$000$0$0
Program service revenue 5000000$000$0$0
Medicare/Medicaid payments000000$000$0$0
Fees and contracts from government agencies000000$000$0$0
Membership dues and assessments000000$000$0$0
Interest on savings and temporary cash investments000000$0Dividends, interest, payments with respect to securities loans, annuities, income from notional principal contracts, loan commitment fees, and other substantially similar income from ordinary and routine investments excluded by section 512(b)(1)$4,745$0
Dividends and interest from securities000000$0Dividends, interest, payments with respect to securities loans, annuities, income from notional principal contracts, loan commitment fees, and other substantially similar income from ordinary and routine investments excluded by section 512(b)(1)$9,230,168$0
Net rental income or (loss) from real estate
debt-financed property000000$000$0$0
not debt-financed property000000$000$0$0
Net rental income or (loss) from personal property000000$000$0$0
Other investment income000000$000$0$0
Gain or (loss) from sales of assets other than inventory000000$0Gain (or loss, to the extent allowed) from the sale of investments and other non-inventory property and from certain property acquired from financial institutions that are in conservatorship or receivership (sections 512(b)(5) and 512(b)(16)(A))$4,694,011$0
Net income or (loss) from special events000000$000$0$0
Gross profit or (loss) from sales of inventory000000$000$0$0
Other revenueAccounting, tax preparation, bookkeeping, and payroll services$1,094,519Royalty income excluded by section 512(b)(2)$6,552,351$0
Information Regarding Taxable Subsidiaries and Disregarded Entities (for 2007)
EIN of corporation, partnership, or disregarded entityPercentage of ownership interestTotal incomeEnd-of-year assets
521850490100%$67,394,182$20,253,888
0000000000%$0$0
0000000000%$0$0
0000000000%$0$0
Compensation of the Five Highest Paid Employees Other Than Officers, Directors, and Trustees (for 2007)
CompensationContributions to employee benefit plans & deferred compensationExpense account and other allowances
$194,595$21,138$1,644
$195,661$20,288$1,140
$184,751$20,228$1,644
$176,766$17,979$1,140
$171,454$17,015$1,140
Total number of other employees paid over $50,000115
Statements About Activities (for 2007)
Expenses paid or incurred in connection with the lobbying activities$124,713
Did the organization receive or hold an easement for conservation purposes, including easements to preserve open space, the environment, historic land areas or historic structures?No
Did the organization provide credit counseling, debt management, credit repair, or debt negotiation services?No
Did the organization maintain any donor advised funds?No
Did the organization make any taxable distributions under section 4966?No
Did the organization make a distribution to a donor, donor advisor, or related person?No
The total number of donor advised funds owned at the end of the tax year$0
The aggregate value of assets held in all donor advised funds owned at the end of the tax year$0
The total number of separate funds or accounts owned at the end of the tax year (excluding donor advised funds included above) where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts$0
The aggregate value of assets held in all funds or accounts included above at the end of the tax year$0
Reason for Non-Private Foundation Status
The organization is not a private foundation because it isOrganization that receives a substantial part of its support from a governmental unit or from the general public
Support Schedule
19992000200120022003200420052006
Total$101,344,412$85,631,093$81,918,179$83,222,166$87,082,035$106,233,378$109,791,963$116,330,412
Gifts, grants, and contributions received$96,913,498$77,118,119$74,367,109$75,823,156$80,321,763$98,558,497$102,793,989$107,706,293
Membership fees received$0$0$0$0$0$0$0$0
Gross receipts from admissions, merchandise sold or services performed, or furnishing of facilities in any activity that is related to the organization's charitable, etc., purpose$1,519,196$1,458,406$1,327,080$1,853,531$1,994,061$2,196,394$2,194,021$3,028,292
Gross income from interest, dividends, amounts received from payments on securities loans (section 512(a)(5)), rents, royalties, and unrelated business taxable income (less section 511 taxes) from businesses acquired by the organization after June 30, 1975$2,785,389$7,054,568$6,223,990$5,545,479$4,766,211$5,478,487$4,803,953$5,595,827
Net income from unrelated business activities not included above$126,329$0$0$0$0$0$0$0
Tax revenues levied for the organization's benefit and either paid to it or expended on its behalf$0$0$0$0$0$0$0$0
The value of services or facilities furnished to the organization by a governmental unit without charge. Do not include the value of services or facilities generally furnished to the public without charge$0$0$0$0$0$0$0$0
Other income$0$0$0$0$0$0$0$0
Lobbying Expenditures by Electing Public Charities (for 2007)
Total exempt purpose expenditures$132,606,036
Total lobbying expenditures$124,713
Total lobbying expenditures to influence public opinion (grassroots lobbying)$16,500
Total lobbying expenditures to influence a legislative body (direct lobbying)$108,213
Other exempt purpose expenditures$132,481,323
Lobbying nontaxable amount$1,000,000
Grassroots nontaxable amount$250,000
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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Cystic Fibrosis Foundation HeadquartersPO BOX 1668, Wilsonville, OR 97070-1668OR1957-11$614,959,738
2United Cerebral Palsy Association Of Greater Suffolk Inc250 Marcus Blvd, Hauppauge, NY 11788-2018NY1952-01$56,012,268
3Upstate Cerebral Palsy Inc1020 Mary St, Utica, NY 13501-1930NY1951-11$78,442,135
4United Cerebral Palsy Association Of Nassau County Inc380 Washington Ave, Roosevelt, NY 11575-1845NY1949-02$42,648,326
5Accessabilities Inc6 Admirals Way, Chelsea, MA 02150-4059MA1963-12$20,999,002
6United Cerebral Palsy Association Of The North Country Inc4 Commerce Ln, Canton, NY 13617-3739NY2000-05$18,736,768
7United Cerebral Palsy Association Of The Rochester Area Inc3399 Winton Rd S, Rochester, NY 14623-3057NY1955-05$18,055,058
8United Cerebral Palsy Association Of Niagara County Inc9812 Lockport Rd, Niagara Falls, NY 14304-1114NY1959-05$14,368,676
9United Cerebral Palsy Association Of Greater Sacramento Inc4350 Auburn Blvd, Sacramento, CA 95841-4107CA1959-04$13,398,951
10United Cerebral Palsy Heartland, Ucp Heartland13975 Manchester Road, Manchester, MO 63011-4500MO1969-11$8,671,659
11United Cerebral Palsy Association Of Metro Boston Inc71 Arsenal St, Watertown, MA 02472-2638MA1979-06$6,899,839
12United Cerebral Palsy Association Of San Diego County8525 Gibbs Dr Ste 209, San Diego, CA 92123-1765CA1947-08$5,724,791
13United Cerebral Palsy Association Of The Tri-Counties Inc133 Aviation Rd, Queensbury, NY 12804-8206NY1964-12$4,957,482
14United Cerebral Palsy Association Inc Of Stanislaus County4265 Spyres Way, Modesto, CA 95356-8914CA1980-08$2,293,465
15United Cerebral Palsy Association Of Hawaii Foundation25 Kaneohe Bay Dr Ste 211, Kailua, HI 96734-1734HI1995-01$1,817,940
16United Cerebral Palsy Association Of Greater Indiana107 N Pennsylvania St, Indianapolis, IN 46204-2444IN1993-10$1,780,175
17United Cerebral Palsy Association Of Metropolitan Detroit Inc23077 Greenfield Rd Ste 205, Southfield, MI 48075-3745MI1950-09$1,185,536
18United Cerebral Palsy Association Of Southern Connecticut Inc, Ucpa Of So Ct Inc9496 South Turnpike Rd, Wallingford, CT 06492CT1982-12$1,070,485
19United Cerebral Palsy Association Of San Francisco1521 Webster St, Oakland, CA 94612-3355CA1992-07$454,014
20United Cerebral Palsy Association Of Greater Hartford9040 Sunset Dr, Miami, FL 33173-3432FL1957-02$286,544
Number of organizations performing similar types of work
Arizona1
California6
Colorado1
Connecticut1
District of Columbia1
Florida3
Georgia1
Hawaii1
Illinois2
Indiana1
Louisiana1
Massachusetts3
Maine1
Michigan2
Missouri3
North Carolina1
New Jersey4
New York16
Ohio2
Oklahoma1
Oregon1
Pennsylvania2
South Carolina1
Texas1
Utah1
Washington1
Wisconsin1
Total60
20 biggest affiliated organizations
AffiliationNameAddressStateEstablishedTotal Income
CentralCystic Fibrosis Foundation HeadquartersPO BOX 1668, Wilsonville, OR 97070-1668OR1957-11$614,959,738
SubordinateCystic Fibrosis Foundation, Group Return6931 Arlington Road, Bethesda, MD 20814-5231MD1957-11$134,288,075
SubordinateCystic Fibrosis Foundation, Alabama Chapter200 Cahaba Park Cir Ste 114, Birmingham, AL 35242-5042AL1966-09$0
SubordinateCystic Fibrosis Foundation, Arkansas Chapter1501 Noah Pierce St Ste 114, Little Rock, AR 72207AR1966-09$0
SubordinateCystic Fibrosis Foundation, Arizona Chapter5055 E Washington St Ste 130, Phoenix, AZ 85034-2008AZ1957-11$0
SubordinateCystic Fibrosis Foundation, Nevada Chapter7582 Las Vegas Blvd S Ste 474, Las Vegas, NV 89123-1009NV1957-11$0
SubordinateCystic Fibrosis Foundation, Northern California455 Market St Ste 1190, San Francisco, CA 94105-2433CA1970-06$0
SubordinateCystic Fibrosis Foundation, Sacramento Chapter4804 Granite Dr Ste F 140, Rocklin, CA 95677-2857CA1957-11$0
SubordinateCystic Fibrosis Foundation, San Diego Chapter10455 Sorrento Valley Rd Ste 103, San Diego, CA 92121-1621CA1966-09$0
SubordinateCystic Fibrosis Foundation, Southern California Chapter2150 S Towne Centre Pl Ste 120, Anaheim, CA 92806-6125CA1957-11$0
SubordinateCystic Fibrosis Foundation, Colorado Chapter400 S Colorado Blvd Ste 840, Denver, CO 80246-1240CO1966-09$0
SubordinateCystic Fibrosis Foundation, Connecticut Chapter101 Centerpoint Dr Ste 107, Middletown, CT 06457-7568CT1957-11$0
SubordinateCystic Fibrosis Foundation, Florida Chapter3443 Nw 55th St Bldg 1, Ft Lauderdale, FL 33309-6308FL1966-09$0
SubordinateCystic Fibrosis Foundation, Georgia Chapter2302 Parklake Dr Ne Ste 210, Atlanta, GA 30345-2907GA1966-09$0
SubordinateCystic Fibrosis Foundation, Iowa Chapter4150 Westown Pkwy Ste 203, Wdm, IA 50266-5901IA1966-09$0
SubordinateCystic Fibrosis Foundation, Greater Illinois Chapter150 N Michigan Ave Ste 1550, Chicago, IL 60601-7625IL1966-09$0
SubordinateCystic Fibrosis Foundation, Indiana Chapter1261 W 86th St Ste E-2, Indianapolis, IN 46260-2246IN1972-06$0
SubordinateCystic Fibrosis Foundation, Heart Of America Chapter6950 Squibb Rd Ste 310, Mission, KS 66202-3260KS1957-11$0
SubordinateCystic Fibrosis Foundation, Kentucky-West Virginia Chapter1941 Bishop Ln Ste 108, Louisville, KY 40218-1924KY1970-09$0
SubordinateCystic Fibrosis Foundation, Louisiana Chapter1215 Prytania St Ste 371, New Orleans, LA 70130-6602LA1957-11$0
Number of affiliated organizations
Alabama1
Arkansas1
Arizona1
California4
Colorado1
Connecticut1
Florida1
Georgia1
Iowa1
Illinois1
Indiana1
Kansas1
Kentucky1
Louisiana1
Massachusetts1
Maryland4
Michigan2
Minnesota1
Missouri1
Mississippi1
North Carolina1
Nebraska1
New Hampshire1
New Jersey1
New Mexico1
Nevada1
New York5
Ohio3
Oklahoma1
Oregon2
Pennsylvania4
South Carolina1
Tennessee1
Texas4
Utah1
Virginia1
Washington1
Wisconsin1
Total58

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