United Mitochondrial Disease Foundation Inc, Umdf in Pittsburgh, Pennsylvania (PA)

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United Mitochondrial Disease Foundation Inc, Umdf
Employer Identification Number (EIN)251767180
Name of OrganizationUnited Mitochondrial Disease Foundation Inc
Secondary NameUmdf
In Care of NameCharles A Mohan Jr
Address8085 Saltsburg Rd Ste 201, Pittsburgh, PA 15239-1977
ActivitiesDescribed in section 170(b)1)(a)(vi) of the Code, Scientific research (diseases)
SubsectionCharitable Organization, Educational Organization
Ruling Date11/2001
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 Period06/2014
Assets$1,000,000 to $4,999,999
Income$1,000,000 to $4,999,999
Filing Requirement990 (all other) or 990EZ return
Asset Amount$2,932,225
Amount of Income$3,507,556
Form 990 Revenue Amount$3,015,687
National Taxonomy of Exempt Entities (NTEE)Diseases, Disorders, Medical Disciplines: Specifically Named Diseases


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Amount of income in 2014: $3,507,556 (it was $2,857,898 in 2013)
United Mitochondrial Disease Foundation Inc, Umdf: 

 $3,507,556
Other organizations performing similar types of work: 

 $63,982

Assets in 2014: $2,932,225 (it was $2,526,960 in 2013)
This organization: 

 $2,932,225
Other organizations performing similar types of work: 

 $27,958

Expenses in 2013: $2,868,113
This organization: 

 $2,868,113
Other organizations performing similar types of work: 

 $40,981

Income to expenses ratio in 2013: 1.2
This organization: 

 1.2
Other organizations performing similar types of work: 

 1.1

Employees paid over $100,000 in 2013: 4.8%
United Mitochondrial Disease Foundation Inc, Umdf: 

 4.8%
Other organizations performing similar types of work: 

 0.0%

Grants share in income in 2013: 89.1%
This organization: 

 89.1%
Other organizations performing similar types of work: 

 32.7%

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)?YesYes
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?NoNo
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?NoNo
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?NoNo
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?YesYes
Was the organization included in consolidated, independent audited financial statements for the tax year?NoNo
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?YesYes
Did the organization report more than $5,000 of grants or other assistance to or for any foreign organization?YesYes
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?YesYes
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?NoNo
Did the organization answer 'Yes' about compensation of the organization's current and former officers, directors, trustees, key employees, and highest compensated employees?NoNo
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?NoNo
Was the organization related to any tax-exempt or taxable entity?NoNo
Did the organization have a controlled entity within the meaning of section 512(b)(13)?NoNo
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 109654
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?YesNo
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 return1821
Did the organization file all required federal employment tax returns?NoYes
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$124,716$124,716
Total reportable compensation from related organizations$0$0
Total estimated amount of other compensation from the organization and related organizations$16,279$16,237
Total number of individuals who received more than $100,000 of reportable compensation from the organization11
Total number of independent contractors who received more than $100,000 of compensation from the organization00
Statement of Revenue
201120122013
Total revenue$2,532,706$2,502,174$2,857,898
Contributions, Gifts, Grants and Other Similar Amounts$1,988,389$2,014,096$2,545,942
Program Service Revenue$241,036$223,660$199,670
900099$209,430$199,670
All other program service revenue$0$0
Other Revenue
Investment income (including dividends, interest, and other similar amounts)$38,760$43,702$52,745
Income from investment of tax-exempt bond proceeds$0$0$0
Royalties$0$0$0
Net rental income$0$0$0
Net gain/loss from sales of assets other than inventory$-120$0$0
Net income/loss from fundraising events$265,507$222,180$62,113
Gross income from fundraising events$318,677$243,677$72,566
Less: direct expenses$53,170$21,497$10,453
Net income/loss from gaming activities$0$0$0
Net income/loss from sales of inventory$-866$-1,464$-2,572
Gross sales of inventory, less returns and allowances$11,198$15,431$5,920
Less: cost of goods sold$12,064$16,895$8,492
Miscellaneous Revenue$0$0$0
Statement of Functional Expenses
201120122013
Total functional expenses$2,267,354$2,466,302$2,868,113
Grants and other assistance to domestic organizations and domestic governments$474,005$637,529
Grants and other assistance to domestic individuals$0$0
Grants and other assistance to foreign organizations, foreign governments, and foreign individuals$201,000$190,000
Benefits paid to or for members$0$0
Compensation of current officers, directors, trustees, and key employees$124,715$124,716$124,716
Compensation not included above, to disqualified persons$0$0
Other salaries and wages$688,839$661,011$817,232
Pension plan accruals and contributions$0$0
Other employee benefits$127,395$167,283
Payroll taxes$68,262$69,425$87,720
Fees for services (non-employees)
Management$0$0
Legal$1,885$231
Accounting$11,852$13,720
Lobbying$0$0
Professional fundraising services$0$0$0
Investment management fees$0$0
Other$16,000$28,330
Advertising and promotion$139,120$169,537
Office expenses$68,930$73,760
Information technology$34,916$20,806
Royalties$0$0
Occupancy$75,901$79,961
Travel$3,766$8,959
Payments of travel or entertainment expenses for any federal, state, or local public officials$0$0
Conferences, conventions, and meetings$353,689$353,729
Interest$0$0
Payments to affiliates$0$0
Depreciation, depletion, and amortization$17,859$16,937
Insurance$7,930$7,952
Other expenses$32,975$27,812
Other expenses$10,192$12,144
Other expenses$9,966$10,729
Other expenses$9,133$5,595
Other expenses$14,636$13,431
Balance Sheet
201120122013
Total assets$1,993,969$2,187,472$2,526,960
Cash - non-interest-bearing$4,632$237,628
Savings and temporary cash investments$610,187$299,458
Pledges and grants receivable, net$0$0
Accounts receivable, net$73,801$218,265
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$29,595$50,798
Prepaid expenses and deferred charges$24,573$28,241
Land, buildings, and equipment: cost or other basis$48,649$108,214
Investments - publicly traded securities$1,396,035$1,584,356
Investments - other securities$0$0
Investments - program-related$0$0
Intangible assets$0$0
Other assets$0$0
Total liabilities$1,133,627$1,324,958$1,539,028
Accounts payable and accrued expenses$329,378$367,668
Grants payable$989,484$1,171,360
Deferred revenue$6,096$0
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)$0$0
Total net assets or fund balances$860,342$862,514$987,932
Unrestricted net assets$450,838$595,519
Temporarily restricted net assets$411,676$392,413
Permanently restricted net assets$0$0
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$10,806,349
Subtotal Support$10,806,349
Gifts, grants, contributions, and membership fees received$10,806,349
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$11,015,178
Public Support$10,806,349
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources$208,829
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$0
Gross receipts from related activities, etc.$1,234,294
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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1United Mitochondrial Disease Foundation Inc, Umdf8085 Saltsburg Rd Ste 201, Pittsburgh, PA 15239-1977PA2001-11$3,507,556
2United Mitochondrial Disease Foundation Inc, Group Return8085 Saltsburg Rd Ste 201, Pittsburgh, PA 15239-1977PA2001-11$959,640
3Hemophilia Alliance Foundation1758 Allentown Road No 170, Lansdale, PA 19446-4053PA2014-06$520,000
4Adhd Aware39 Iron Hill Road Suite 3, Doylestown, PA 18901PA2009-02$153,326
5Stop Childhood Auto Inflammatory Diseases Inc1116 Legacy Ln, West Chester, PA 19382-8182PA2011-08$117,633
6Take A Breather Foundation355 Lancaster Ave Ste 200, Haverford, PA 19041-1547PA2012-09$93,677
7Hoppys Hope To End Huntingtons Disease7 Martins Rd, Newtown Square, PA 19073PA2010-04$64,635
8Tam Tam Inc1417 Bethlehem Pike Ste Fl 3, Flourtown, PA 19031-1904PA2003-05$55,466
9Noah Adam Angelici Fetal Hope Foundation262 Scott Ln, Venetia, PA 15367-1116PA2013-02$55,160
10Mec Leukemia Survivorship Foundation23 Revere St, Fstrvl Trvose, PA 19053-4321PA2011-06$15,048
11Fighting 4 Us1818 Millersville Pike, Lancaster, PA 17613PA2005-08$4,954
12Ticked Off & Fed Up280 Sycamore Ln, Biglerville, PA 17307-8200PA2001-01$12
13A Safe Place To Call Home1913 Dalkeith Street, Philadelphia, PA 19140PA2012-05$0
14Adhd 180 Inc250 Liberty Court, Collegeville, PA 19426PA2013-03$0
15All About The Kids Fitness404 Sugar Maple Dr, Windber, PA 15963-2553PA2014-09$0
16Bleeding Disorders And Hepatitis Relief Foundation Inc1248 Buddies Place, Birdsboro, PA 19508PA2007-02$0
17Bodyworks Health Care Program For Young Adolescents1608 Tiffany Rdg, Pittsburgh, PA 15241-3236PA2003-01$0
18Care Support Center Inc9831 Bustleton Ave Ste 3, Philadelphia, PA 19115-3200PA2014-09$0
19Cumberland Valley Diabetes Education And Awareness Fund Inc40 Brookwood Ave, Carlisle, PA 17015-9173PA2004-11$0
20Dementia Society IncPo Box 600, Doylestown, PA 18901PA2014-06$0
Number of organizations performing similar types of work
Alaska4
Alabama8
Arkansas4
Arizona25
California122
Colorado15
Connecticut15
District of Columbia10
Delaware6
Florida50
Georgia28
Hawaii3
Iowa1
Idaho5
Illinois33
Indiana16
Kansas5
Kentucky10
Louisiana8
Massachusetts26
Maryland21
Maine4
Michigan31
Minnesota25
Missouri20
Mississippi4
Montana5
North Carolina28
North Dakota1
Nebraska8
New Hampshire4
New Jersey28
New Mexico10
Nevada6
New York64
Ohio27
Oklahoma2
Oregon14
Pennsylvania41
Rhode Island5
South Carolina14
South Dakota2
Tennessee13
Texas52
Utah4
Virginia19
Vermont3
Washington17
Wisconsin10
West Virginia1
Wyoming2
International7
Total886
All affiliated organizations
AffiliationNameAddressStateEstablishedTotal Income
CentralUnited Mitochondrial Disease Foundation Inc, Umdf8085 Saltsburg Rd Ste 201, Pittsburgh, PA 15239-1977PA2001-11$3,507,556
SubordinateUnited Mitochondrial Disease Foundation Inc, Group Return8085 Saltsburg Rd Ste 201, Pittsburgh, PA 15239-1977PA2001-11$959,640
SubordinateUnited Mitochondrial Disease Foundation Inc, Atlanta Area Chapter2300 Flintlock Dr, Stone Mtn, GA 30087-1233GA2001-11$0
SubordinateUnited Mitochondrial Disease Foundation Inc, Chicago Chapter5725 N Austin Ave, Chicago, IL 60646-6230IL2001-11$0
SubordinateUnited Mitochondrial Disease Foundation Inc, Indianapolis Chapter2030 E County Road 750 N, Springport, IN 47386-9774IN2001-11$0
SubordinateUnited Mitochondrial Disease Foundation, Middle Tennessee Chapter4488 Dean Rd, Chapel Hill, TN 37034-2680TN2001-11$0
SubordinateUnited Mitochondrial Disease Foundation, Dc-Baltimore-Northern Virginia Ch6706 Mockingbird Woods Ct, Lorton, VA 22079-1357VA2001-11$0
SubordinateUnited Mitochondrial Disease Foundation Inc, Arizona Chapter3225 E Gemini Ct, Chandler, AZ 85249-9640AZ2001-11$0
SubordinateUnited Mitochondrial Disease Foundation Inc, Southern California Chapter3601 Mcclure Subdivision Rd, Ukiah, CA 95482-6146CA2001-11$0
SubordinateUnited Mitochondrial Disease Foundation Inc, New England Chapter16 Ryan Dr, Ellington, CT 06029-3655CT2001-11$0
SubordinateUnited Mitochondrial Disease Foundation Inc, Minneapolis St Paul Chapter336 Cretin Ave N, St Paul, MN 55104-5006MN2001-11$0
SubordinateUnited Mitochondrial Disease Foundation Inc, Kansas City Chapter147 Nw North Shore Dr, Lake Waukomis, MO 64151-1459MO2001-11$0
SubordinateUnited Mitochondrial Disease Foundation Inc, New York Metro Chapter6 Fremont Rd, Sleepy Hollow, NY 10591-1006NY2001-11$0
SubordinateUnited Mitochondrial Disease Foundation Inc, Central Ohio Chapter9359 Waynebrown Dr, Powell, OH 43065-7743OH2001-11$0
SubordinateUnited Mitochondrial Disease Foundation Inc, Ohio Chapter5009 Burrell Dr, Sheffield Vlg, OH 44054-2471OH2001-11$0
SubordinateUnited Mitochondrial Disease Foundation Inc, Delaware Valley Chapter219 Dimarco Dr, Philadelphia, PA 19154-4303PA2001-11$0
SubordinateUnited Mitochondrial Disease Foundation Inc, Carolina Foothills Chapter105 Bushberry Way, Greer, SC 29650-2976SC2001-11$0
SubordinateUnited Mitochondrial Disease Foundation Inc, Houston Chapter11929 Queensbury Ln, Houston, TX 77024-4305TX2001-11$0
Number of affiliated organizations
Arizona1
California1
Connecticut1
Georgia1
Illinois1
Indiana1
Minnesota1
Missouri1
New York1
Ohio2
Pennsylvania3
South Carolina1
Tennessee1
Texas1
Virginia1
Total18

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