Lumind Idsc Foundation FY2020 filing

Burlington, MAUnknown exempt organization EIN 37-1483975Revenue $1.9M in FY2020

On file with the IRSlumindrds.org20 Burlington Mall Road No 200 · Burlington, MA

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To accelerate research that will increase the availability of therapeutic, diagnostic and medical care options to improve health and independence for people with down syndrome and to empower families through education, connections and support.

75¢ of each $1 spent went to programs.
$612K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
Latest return
FY2026
latest Form 990
Looks good: the latest return is for FY2026, this tax year; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 7
filings with a surplus
Average deficit $299K a year · 11% of revenue · last 7 filings
Concern: a surplus in 2 of the last 7 filings.
Pt I · Ln 19 · 7 filings
Spent on programs
75%
of spending
Fine: 75% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$612K
to officers and key staff · 24% of spending
Worth a look: pay to officers and key staff is 24% of spending; over 20%.
Pt VII · Sec A
1 mo
of spending, in cash
Fine: 1.3 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
17
named funders · $1.6M
Looks good: 17 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$1.6M
66% of total assets
Worth a look: liabilities are 66% of assets; over 65%.
Pt X · Ln 26
Independent board members
15
of 15 voting members
Looks good: 15 of 15 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.9M
Spent
$2.6M
To programs
75%
Net assets
$841K
By yearFY2020–FY2026
Revenue
$1.9M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$1.9M
FY2021$5.3M
FY2022$2.7M
FY2023$3.2M
FY2024$4.0M
FY2025$2.8M
FY2026$0
Expenses
$2.6M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$2.6M
FY2021$3.4M
FY2022$4.7M
FY2023$4.0M
FY2024$4.0M
FY2025$3.3M
FY2026$541
Net assets
$841K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$841K
FY2021$2.7M
FY2022$1.4M
FY2023$626K
FY2024$674K
FY2025$147K
FY2026$0

From the FY2020 Form 990 (year ending September 2020) · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2026.

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

Where the money goes

75 cents of each dollar spent went to programs.

Program services 75% · $1.9M Management & general 9% · $223K Fundraising 16% · $421K

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

18 people listed on the 990; $612K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
President and CEO
$313,978Pt VII · Sec A
Chief Scientific Officer
$170,105Pt VII · Sec A
Chief Development Officer
$128,032Pt VII · Sec A
Vice Chair
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Hampus Hillerstrom$296,406$293,219$286,161$318,264$278,723$313,978
Lois Kelly$235,746$168,170————
Angela Britton——$208,000$213,833——
Dr James Hendrix———$211,409$181,202$170,105
Michelle Petronio$172,068$164,874$162,311$163,933$156,294$128,032
Richard a Fisher—$129,600————
Katherine O'Neill$108,466$103,128$94,103———
Angella Britton————$105,250—

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

Accelerates research and empowers families to improve health and independence for people with Down syndrome.

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Provided by the organization

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3 programs · $1.9M · in their own filed words · FY2019
01

Ds-Ctn

Support medical research that will result in treatments to significantly improve health and independence in persons with down syndrome.

$870Kprogram expense
02

Community engagement program for research awareness and participation participation and empowering families with resources, medical information and research participation opportunities. Includes costs related to lumind idsc's my down syndrome community platform (mydsc).

$559Kprogram expense
03

Research and medical grants program lumind idsc research and medical grants program supported 10 projects this year covering projects in sleep apnea, alzheimer's, COVID19, gene thereapy, independence, medical care and regulatory.

$498Kprogram expense

Funders

Who pays for it.

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

Grants

Schedule I · received and paid
Grants received · FY2024
See all 17 funders →
Grants paid · 17 grants · $3.4M · 2019–2024
Unitemized GrantFY2024$764,779
The Rand CorporationCA · FY2021$170,000
Individual RecipientFY2021$150,000
Dsc2uFY2021$90,000
Advocate Health ResourcesFY2021$37,000
Down Syndrome Clinical Trials Network Multiple GrantsFY2020$1,290,000
Uconn Health - PinterFY2020$100,000
Dsc2uFY2020$45,000
Advocate Health ResourcesFY2020$30,000
Emory Group ReturnGA · FY2020$27,000
Gdpr IT Governance USA INCFY2020$15,000
Down Syndrome Clinical Trials Network Multiple GrantsFY2019$451,723
Uconn Health - PinterFY2019$65,000
UcsdFY2019$50,000
Stanford UniversityFY2019$18,750
University of ArizonaFY2019$7,500

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$1.9M
Ln 12
Gifts and grantsLn 1h$1.6M
Other incomeLn 4–11$286K
Money outPt IX
$2.6M
Ln 25
Programscol B$1.9M
Managementcol C$223K
Fundraisingcol D$421K
Owns and owesPt X
$841K
net assets · Ln 32
Cash and savingsLn 1–2$283K
Total assetsLn 16$2.5M
LiabilitiesLn 26$1.6M
PeoplePt VI, VII
18
listed · VII A
PaidVII A3
Voting boardVI 1a15
IndependentVI 1b15
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.6M
Other incomeLn 4–11$286K
Total revenueLn 12$1.9M
Assets in detailPt X, end of year
CashLn 1$39K
SavingsLn 2$244K
Cash and savings togetherLn 1–2$283K
Land, buildings, equipmentLn 10c$237K
Other assetsLn 15$31K
Total assetsLn 16$2.5M
LiabilitiesLn 26$1.6M
Net assetsLn 32$841K
OperationsPt I, VI
EmployeesI 512
VolunteersI 60
Fiscal year endsHeaderSeptember
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$1.0M$283K
Land, buildings, equipmentLn 10c$16K$237K
Total assetsLn 16$3.8M$2.5M
LiabilitiesLn 26$2.3M$1.6M
Net assetsLn 32$1.5M$841K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$1.0M$1.0M
Other salaries and wagesLn 7$765K$396K$106K$263K
Pension plan contributionsLn 8$37K$19K$5K$13K
Other employee benefitsLn 9$84K$70K$8K$7K
Payroll taxesLn 10$70K$36K$10K$24K
Management feesLn 11a$273K$238K$30K$5K
Legal feesLn 11b$10K$10K
Accounting feesLn 11c$18K$18K
Advertising and promotionLn 12$5K$5K
Office expensesLn 13$19K$13K$5K$2K
Information technologyLn 14$105K$19K$14K$72K
OccupancyLn 16$53K$27K$7K$18K
TravelLn 17$42K$42K
Conferences, conventions and meetingsLn 19$17K$17K$617
InterestLn 20$14K$7K$2K$5K
Depreciation, depletion and amortizationLn 22$10K$10K
InsuranceLn 23−$6K−$6K
Other expenses (24a–d)Ln 24$33K$6K$15K$13K
Total functional expensesLn 25$2.6M$1.9M$223K$421K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2026 Latest $0$541−$541$0 990 PDF
FY2025 $2.8M$3.3M−$527K$147K 990 PDF
FY2024 $4.0M$4.0M$48K$674K 990 PDF
FY2023 $3.2M$4.0M−$820K$626K 990 PDF
FY2022 $2.7M$4.7M−$2.0M$1.4M 990 PDF
FY2021 $5.3M$3.4M$1.9M$2.7M 990 PDF
FY2020 Viewing $1.9M$2.6M−$707K$841K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants J · Pay O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $1,863,831 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $3,589,169$1,577,945
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $0$0
I-11 Other revenuePrior year $243,358$285,886
I-12 Total revenuePrior year $3,832,527$1,863,831
I-13 Grants and similar amounts paidPrior year $1,439,030$1,020,395
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $1,038,853$956,058
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $1,007,395$594,339
I-18 Total expensesPrior year $3,485,278$2,570,792
I-19 Revenue less expensesPrior year $347,249−$706,961
Part VI · Governance 15 of 15 board members independent, no flags
VI-1a Voting members of the governing body15
VI-1b Independent voting members15
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 $1,863,831 across 5 lines filed
VIII-1f All other contributions, gifts and grants$1,577,945
VIII-1h Total contributions, gifts and grants$1,577,945
VIII-8 Net income from fundraising eventsExcluded from tax $258,541$258,541
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $27,345$27,345
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $285,886$1,863,831
Part IX · Statement of functional expenses $2,570,792 across 18 lines filed
IX-1 Grants to domestic organizationsPrograms $1,020,395$1,020,395
IX-7 Other salaries and wagesPrograms $396,096 · Management $105,819 · Fundraising $263,251$765,166
IX-8 Pension plan contributionsPrograms $19,130 · Management $5,111 · Fundraising $12,713$36,954
IX-9 Other employee benefitsPrograms $70,172 · Management $7,737 · Fundraising $6,514$84,423
IX-10 Payroll taxesPrograms $35,985 · Management $9,614 · Fundraising $23,916$69,515
IX-11a Management feesPrograms $238,354 · Management $30,254 · Fundraising $4,592$273,200
IX-11b Legal feesManagement $10,489$10,489
IX-11c Accounting feesManagement $17,540$17,540
IX-12 Advertising and promotionPrograms $5,068$5,068
IX-13 Office expensesPrograms $13,045 · Management $4,530 · Fundraising $1,758$19,333
IX-14 Information technologyPrograms $19,237 · Management $13,723 · Fundraising $72,251$105,211
IX-16 OccupancyPrograms $27,238 · Management $7,277 · Fundraising $18,103$52,618
IX-17 TravelPrograms $42,304$42,304
IX-19 Conferences, conventions and meetingsPrograms $16,559 · Fundraising $617$17,176
IX-20 InterestPrograms $7,161 · Management $1,913 · Fundraising $4,759$13,833
IX-22 Depreciation, depletion and amortizationPrograms $10,426$10,426
IX-23 InsuranceManagement −$6,095−$6,095
IX-24 Other expenses (24a–d)Programs $5,764 · Management $14,630 · Fundraising $12,842$33,236
IX-25 Total functional expensesPrograms $1,926,934 · Management $222,542 · Fundraising $421,316$2,570,792
Part X · Balance sheet $2,462,353 assets, 17 lines filed
X-1 Cash, non-interest-bearingStart of year $137,309$39,147
X-2 Savings and temporary cash investmentsStart of year $890,168$244,092
X-3 Pledges and grants receivableStart of year $2,615,959$1,823,377
X-4 Accounts receivableStart of year $53,809$2,925
X-9 Prepaid expenses and deferred chargesStart of year $90,384$85,191
X-10c Land, buildings and equipment, netStart of year $16,374$236,871
X-15 Other assetsStart of year $13,104$30,750
X-16 Total assetsStart of year $3,828,926$2,462,353
X-17 Accounts payable and accrued expensesStart of year $116,540$218,501
X-18 Grants payableStart of year $1,994,854$1,202,036
X-19 Deferred revenueStart of year $60,995$600
X-25 Other liabilitiesStart of year $108,420$200,060
X-26 Total liabilitiesStart of year $2,280,809$1,621,197
X-27 Net assets without donor restrictionsStart of year $153,167$117,205
X-28 Net assets with donor restrictionsStart of year $1,394,950$723,951
X-32 Total net assets or fund balancesStart of year $1,548,117$841,156
X-33 Total liabilities and net assetsStart of year $3,828,926$2,462,353
Part XI · Reconciliation of net assets $841,156 net assets at year end
XI-1 Total revenue$1,863,831
XI-2 Total expenses$2,570,792
XI-3 Revenue less expenses−$706,961
XI-4 Net assets at start of year$1,548,117
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$841,156

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

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