Bleeding Disorders Alliance Illinois FY2020 filing

Tax-deductible

Chicago, IL501(c)(3)Diseases & DisordersEIN 36-2390156Revenue $525K in FY2020

On file with the IRSbdai.org3024 N Ashland Ave Unit 57177, 60657-7814 · Chicago, ILTax-exempt since Oct 1997Publicly supported charity — 170(b)(1)(A)(vi)

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The organization assists hemophiliacs and their families to meet their physical, emotional and financial needs for treatment and care.

501(c)(3) charity; gifts are tax-deductible.
73¢ of each $1 spent went to programs.
$102K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 5
filings with a surplus
Average deficit $36K a year · 8% of revenue · last 5 filings
Concern: a surplus in 2 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
73%
of spending
Fine: 73% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$102K
to officers and key staff · 22% of spending
Worth a look: pay to officers and key staff is 22% of spending; over 20%.
Pt VII · Sec A
Cash reserves
8 mo
of spending, in cash
Looks good: 8.1 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $9K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$578K
64% of total assets
Fine: liabilities are 64% of assets; 50% to 65%.
Pt X · Ln 26
Independent board members
9
of 9 voting members
Looks good: 9 of 9 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$525K
Spent
$475K
To programs
73%
Net assets
$323K
By yearFY2020–FY2024
Revenue
$525K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$525K
FY2021$535K
FY2022$449K
FY2023$451K
FY2024$252K
Expenses
$475K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$475K
FY2021$467K
FY2022$543K
FY2023$522K
FY2024$386K
Net assets
$323K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$323K
FY2021$391K
FY2022$297K
FY2023$226K
FY2024$92K

From the FY2020 Form 990 · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Oct 1997.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

73 cents of each dollar spent went to programs.

Program services 73% · $345K Management & general 13% · $61K Fundraising 15% · $69K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

10 people listed on the 990; $102K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Director
$102,333Pt VII · Sec A
Secretary-Treasurer
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A

Liz Burgess’s $29K as Executive Director is at the 18th percentile of top reported officer pay among 901 $100K–1M diseases & disorders nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 4 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Robert P Robinson——$99,540$103,990$102,333
Kent Sheldon$28,251$75,493———
Liz Burgess$29,167————
Robert Robinson—$26,848———

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Helps hemophiliacs and families with treatment, care, and support.

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Provided by the organization

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3 programs · $345K · in their own filed words · FY2020
01

Education

the organization provides several education programs throughout the year which support comprehensive and medical care. The organization publishes a newsletter three times a year that reinforces the issues presented in specific educational presentations which includes potential resources for hemophiliacs to utilize.

$142Kprogram expense
02

Advocacy and General Programs

the organization's programs include on-going training for the bleeding disorder community on self-advocacy and awareness on critical issues; meeting with state legislators and administrators to develop partnerships that support bleeding disorders; and participation on healthcare consortiums that share common interest with the…

$135Kprogram expense
03

Summer Camp

the organization conducts an annual summer camp for youths with hemophilia and related diseases.

$68Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
Total grants receivedfrom 2 funders$9K

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$525K
Ln 12
Gifts and grantsLn 1h$333K
Fees for servicesLn 2g$135K
Other incomeLn 4–11$58K
Money outPt IX
$475K
Ln 25
Programscol B$345K
Managementcol C$61K
Fundraisingcol D$69K
Owns and owesPt X
$323K
net assets · Ln 32
Cash and savingsLn 1–2$319K
Total assetsLn 16$901K
LiabilitiesLn 26$578K
PeoplePt VI, VII
10
listed · VII A
PaidVII A1
Voting boardVI 1a9
IndependentVI 1b9
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$333K
Fundraising eventsLn 1c$84K
Fees for servicesLn 2g$135K
Investment incomeLn 3$31
Other incomeLn 4–11$58K
Total revenueLn 12$525K
Assets in detailPt X, end of year
CashLn 1$319K
Cash and savings togetherLn 1–2$319K
Land, buildings, equipmentLn 10c$572K
Total assetsLn 16$901K
LiabilitiesLn 26$578K
Net assetsLn 32$323K
OperationsPt I, VI
EmployeesI 57
VolunteersI 60
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$45K$319K
Land, buildings, equipmentLn 10c$591K$572K
Total assetsLn 16$655K$901K
LiabilitiesLn 26$382K$578K
Net assetsLn 32$273K$323K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$105K$81K$8K$16K
Other salaries and wagesLn 7$179K$115K$34K$29K
Other employee benefitsLn 9$34K$24K$5K$5K
Payroll taxesLn 10$22K$15K$3K$4K
Accounting feesLn 11c$5K$4K$590$1K
Office expensesLn 13$13K$9K$1K$2K
OccupancyLn 16$9K$7K$1K$2K
InterestLn 20$19K$13K$2K$4K
Depreciation, depletion and amortizationLn 22$19K$13K$2K$4K
InsuranceLn 23$7K$5K$1K$1K
Other expenses (24a–d)Ln 24$45K$45K$0$0
All other expensesLn 24e$18K$14K$1K$3K
Total functional expensesLn 25$475K$345K$61K$69K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $252K$386K−$134K$92K 990 PDF
FY2023 $451K$522K−$71K$226K 990 PDF
FY2022 $449K$543K−$94K$297K 990 PDF
FY2021 $535K$467K$68K$391K 990 PDF
FY2020 Viewing $525K$475K$50K$323K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (6 parts)
Part I · Summary $525,267 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $302,932$332,613
I-9 Program service revenuePrior year $113,651$135,016
I-10 Investment incomePrior year $100$31
I-11 Other revenuePrior year $61,583$57,607
I-12 Total revenuePrior year $478,266$525,267
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $295,390$339,183
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $197,428$135,701
I-18 Total expensesPrior year $492,818$474,884
I-19 Revenue less expensesPrior year −$14,552$50,383
Part VI · Governance 9 of 9 board members independent, no flags
VI-1a Voting members of the governing body9
VI-1b Independent voting members9
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $525,267 across 8 lines filed
VIII-1c Fundraising events$83,605
VIII-1f All other contributions, gifts and grants$249,008
VIII-1h Total contributions, gifts and grants$332,613
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Unrelated business $0 · Excluded from tax $0$135,016
VIII-3 Investment incomeUnrelated business $0 · Excluded from tax $31$31
VIII-8 Net income from fundraising eventsUnrelated business $0 · Excluded from tax $17,707$17,707
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $39,900 · Unrelated business $0 · Excluded from tax $0$39,900
VIII-12 Total revenueRelated to mission $174,916 · Unrelated business $0 · Excluded from tax $17,738$525,267
Part IX · Statement of functional expenses $474,884 across 12 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $80,798 · Management $8,395 · Fundraising $15,741$104,934
IX-7 Other salaries and wagesPrograms $115,475 · Management $34,382 · Fundraising $28,842$178,699
IX-9 Other employee benefitsPrograms $23,813 · Management $5,443 · Fundraising $4,762$34,018
IX-10 Payroll taxesPrograms $14,568 · Management $2,867 · Fundraising $4,097$21,532
IX-11c Accounting feesPrograms $3,808 · Management $590 · Fundraising $1,002$5,400
IX-13 Office expensesPrograms $8,843 · Management $1,371 · Fundraising $2,326$12,540
IX-16 OccupancyPrograms $6,671 · Management $1,034 · Fundraising $1,755$9,460
IX-20 InterestPrograms $13,309 · Management $2,063 · Fundraising $3,501$18,873
IX-22 Depreciation, depletion and amortizationPrograms $13,345 · Management $2,068 · Fundraising $3,510$18,923
IX-23 InsurancePrograms $5,212 · Management $1,191 · Fundraising $1,043$7,446
IX-24 Other expenses (24a–d)Programs $44,588 · Management $0 · Fundraising $0$44,588
IX-24e All other expensesPrograms $14,459 · Management $1,271 · Fundraising $2,741$18,471
IX-25 Total functional expensesPrograms $344,889 · Management $60,675 · Fundraising $69,320$474,884
Part X · Balance sheet $901,038 assets, 13 lines filed
X-1 Cash, non-interest-bearingStart of year $44,780$319,198
X-4 Accounts receivableStart of year $14,750$5,000
X-9 Prepaid expenses and deferred chargesStart of year $4,698$4,699
X-10c Land, buildings and equipment, netStart of year $591,065$572,141
X-16 Total assetsStart of year $655,293$901,038
X-17 Accounts payable and accrued expensesStart of year $26,510$24,910
X-19 Deferred revenue$10,625
X-25 Other liabilities$59,935
X-26 Total liabilitiesStart of year $382,259$577,621
X-27 Net assets without donor restrictionsStart of year $273,034$298,417
X-28 Net assets with donor restrictions$25,000
X-32 Total net assets or fund balancesStart of year $273,034$323,417
X-33 Total liabilities and net assetsStart of year $655,293$901,038
Part XI · Reconciliation of net assets $323,417 net assets at year end
XI-1 Total revenue$525,267
XI-2 Total expenses$474,884
XI-3 Revenue less expenses$50,383
XI-4 Net assets at start of year$273,034
XI-10 Net assets at end of year$323,417

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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