The Immune Deficiency Foundation improves the diagnosis, treatment, and quality of life for every person affected by primary immunodeficiency. We foster a community that is connected, engaged, and empowered through advocacy, education, and research.

501(c)(3) charity; gifts are tax-deductible.
69¢ of each $1 spent went to programs.
$966K 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

FY2022 · 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
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
6 of 6
filings with a surplus
Average surplus $1.4M a year · 15% of revenue · last 6 filings
Looks good: a surplus in 6 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
69%
of spending
Fine: 69% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$966K
to officers and key staff · 12% of spending
Looks good: pay to officers and key staff is 12% of spending; 15% or less.
Pt VII · Sec A
4 mo
of spending, in cash
Plus $10.2M in investments, Pt X · Ln 11–13
Looks good: 4.2 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
26
named funders · $246K
Looks good: 26 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$1.5M
10% of total assets
Looks good: liabilities are 10% of assets; 50% or less.
Pt X · Ln 26
Independent board members
13
of 14 voting members
Looks good: 13 of 14 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$8.9M
-11% vs prior year
Spent
$7.9M
To programs
69%
Net assets
$13.0M
By yearFY2020–FY2025
Revenue
$8.9M
FY2022▼ -11%
Tap a bar for its year
Revenue by fiscal year
FY2020$6.8M
FY2021$9.9M
FY2022$8.9M
FY2023$9.0M
FY2024$10.1M
FY2025$11.4M
Expenses
$7.9M
FY2022▼ -1%
Tap a bar for its year
Expenses by fiscal year
FY2020$6.5M
FY2021$8.0M
FY2022$7.9M
FY2023$7.4M
FY2024$9.6M
FY2025$8.4M
Net assets
$13.0M
FY2022▼ -6%
Tap a bar for its year
Net assets by fiscal year
FY2020$11.4M
FY2021$13.8M
FY2022$13.0M
FY2023$15.9M
FY2024$17.4M
FY2025$21.9M

From the FY2022 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2022 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Apr 1986.

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

Where the money goes

69 cents of each dollar spent went to programs.

Program services 69% · $5.5M Management & general 17% · $1.3M Fundraising 15% · $1.2M

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

20 people listed on the 990; $966K paid to officers and key staff.

Part VII, Section A · reportable compensation
President &
$215,354Pt VII · Sec A
$134,904Pt VII · Sec A
VP Communica
$134,742Pt VII · Sec A
VP Instituti
$132,431Pt VII · Sec A
VP Public Po
$121,346Pt VII · Sec A
VP Education
$117,495Pt VII · Sec A
$109,265Pt VII · Sec A
$0Pt VII · Sec A

Jorey Berry’s $336K as President & is at the 37th percentile of top reported officer pay among 127 $10–100M medical research 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 · 8 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Jorey Berry$335,604$291,976$268,604$215,354——
John G Boyle————$135,164$209,708
Aimee Simpson$162,151$157,876$145,327$132,431——
Tammy Black$157,990$151,684$142,074$134,742$133,740$122,883
Sarah Rose$154,436$147,965$140,396$134,904$148,002$126,441
Lynn Albizo$148,985$142,625$127,911$121,346$121,850—
Kathryn Stephens————$148,075—
Brian Lloyd$145,885$143,863$136,376———

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.

See Immune Deficiency Foundation executive salaries →

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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 people with rare immune system disorders live better lives.

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Provided by the organization

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3 programs · $4.6M · in their own filed words · FY2022
01

Idf provided educational programs for patients and families living with primary immunodeficiencies (pi). In 2022, approximately 7,798 individuals attended more than 335 presentations. These included idf forums and education meetings, idf get connected group meetings, teen and young adult activities, the idf pi conference and scid compass…

$2.6Mprogram expense
02

The primary immunodeficiency community turns to idf for individual assistance to answer insurance questions, locate a specialist in their area, find information about treatment, and learn more about their diagnosis.

$1.1Mprogram expense
03

In an effort to improve the diagnosis, treatment, and care of those affected by pi, idf has several initiatives to provide resources directly to the medical community, including exhibiting at 7 medical conferences, providing information and resources to over 590 medical professionals, and administering a consulting immunologist program…

$950Kprogram 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 26 funders →
Grants paid · 38 grants · $1.8M · 2020–2025
Unitemized GrantFY2025$330,881
Regents Univ of CaliforniaCA · FY2025$50,000
Unitemized GrantFY2025$11,400
Unitemized GrantFY2025$500
Unitemized GrantFY2024$313,817
Regents Univ of CaliforniaCA · FY2024$50,000
The Regents of the University ofFY2024$25,000
Johns Hopkins UniversityMD · FY2024$24,161
See all 38 grants →

By the numbers

The FY2022 990, line by line.

1The main four
Money inPt VIII
$8.9M
Ln 12
Gifts and grantsLn 1h$8.7M
Investment incomeLn 3$130K
Fees for servicesLn 2g$69K
Money outPt IX
$7.9M
Ln 25
Programscol B$5.5M
Managementcol C$1.3M
Fundraisingcol D$1.2M
Owns and owesPt X
$13.0M
net assets · Ln 32
Cash and savingsLn 1–2$2.8M
Total assetsLn 16$14.6M
LiabilitiesLn 26$1.5M
PeoplePt VI, VII
20
listed · VII A
PaidVII A7
Voting boardVI 1a14
IndependentVI 1b13
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$8.7M
Government grantsLn 1e$976K
Fees for servicesLn 2g$69K
Investment incomeLn 3$130K
Gains on assetsLn 7−$170K
Total revenueLn 12$8.9M
Assets in detailPt X, end of year
CashLn 1$1.3M
SavingsLn 2$1.5M
Cash and savings togetherLn 1–2$2.8M
InvestmentsLn 11–13$10.2M
Land, buildings, equipmentLn 10c$211K
Other assetsLn 15$943K
Total assetsLn 16$14.6M
LiabilitiesLn 26$1.5M
Net assetsLn 32$13.0M
OperationsPt I, VI
EmployeesI 546
VolunteersI 6603
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3More from this return
EndowmentSch D · Pt V
LineFY22FY21FY20FY19FY18
End of yearLn 1g$6.2M$6.2M$5.5M$5.0M$4.1M
Given inLn 1b$1.1M
4Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY22End FY22
Cash and savingsLn 1–2$2.5M$2.8M
InvestmentsLn 11–13$10.8M$10.2M
Land, buildings, equipmentLn 10c$71K$211K
Total assetsLn 16$14.3M$14.6M
LiabilitiesLn 26$445K$1.5M
Net assetsLn 32$13.8M$13.0M
5Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$136K$136K
Grants to domestic individualsLn 2$23K$23K
Pay of current officers, directors and key staffLn 5$403K$170K$198K$35K
Other salaries and wagesLn 7$3.2M$2.0M$622K$557K
Pension plan contributionsLn 8$96K$54K$29K$13K
Other employee benefitsLn 9$348K$214K$75K$58K
Payroll taxesLn 10$276K$170K$58K$48K
Legal feesLn 11b$69K$46K$16K$7K
Accounting feesLn 11c$22K$15K$4K$3K
Lobbying feesLn 11d$331K$331K
Investment management feesLn 11f$65K$65K
Other fees for servicesLn 11g$1.1M$1.0M$20K$24K
Advertising and promotionLn 12$53K$52K$819
Office expensesLn 13$98K$44K$3K$50K
Information technologyLn 14$266K$197K$28K$40K
OccupancyLn 16$267K$175K$61K$32K
TravelLn 17$99K$70K$5K$24K
Conferences, conventions and meetingsLn 19$386K$248K$17K$120K
InterestLn 20$2K$2K
Depreciation, depletion and amortizationLn 22$149K$101K$30K$19K
InsuranceLn 23$38K$27K$6K$5K
Other expenses (24a–d)Ln 24$486K$317K$61K$108K
All other expensesLn 24e$80K$53K$13K$14K
Total functional expensesLn 25$7.9M$5.5M$1.3M$1.2M

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $11.4M$8.4M$3.0M$21.9M 990 PDF
FY2024Filed with the IRS Jul 8, 2025 $10.1M$9.6M$519K$17.4M 990 PDF
FY2023Filed with the IRS Jun 27, 2024 $9.0M$7.4M$1.6M$15.9M 990 PDF
FY2022 ViewingFiled with the IRS Jun 13, 2023 $8.9M$7.9M$916K$13.0M 990 PDF
FY2021Filed with the IRS Jun 22, 2022 $9.9M$8.0M$1.9M$13.8M 990 PDF
FY2020Filed with the IRS Jul 27, 2021 $6.8M$6.5M$250K$11.4M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support J · Pay O · Explanations
See the full FY2022 990 (6 parts)
Part I · Summary $8,852,448 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $9,152,968$8,654,145
I-9 Program service revenue$68,746
I-10 Investment incomePrior year $785,503$129,557
I-11 Other revenue$0
I-12 Total revenuePrior year $9,938,471$8,852,448
I-13 Grants and similar amounts paidPrior year $69,977$158,570
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $3,562,638$4,283,731
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $4,391,000$3,494,170
I-18 Total expensesPrior year $8,023,615$7,936,471
I-19 Revenue less expensesPrior year $1,914,856$915,977
Part VI · Governance 13 of 14 board members independent, no flags
VI-1a Voting members of the governing body14
VI-1b Independent voting members13
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 $8,852,448 across 7 lines filed
VIII-1e Government grants$976,335
VIII-1f All other contributions, gifts and grants$7,677,810
VIII-1h Total contributions, gifts and grants$8,654,145
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $68,746$68,746
VIII-3 Investment incomeExcluded from tax $299,863$299,863
VIII-7 Net gain or loss on sales of assetsExcluded from tax −$170,306−$170,306
VIII-12 Total revenueRelated to mission $68,746 · Excluded from tax $129,557$8,852,448
Part IX · Statement of functional expenses $7,936,471 across 23 lines filed
IX-1 Grants to domestic organizationsPrograms $135,763$135,763
IX-2 Grants to domestic individualsPrograms $22,807$22,807
IX-5 Pay of current officers, directors and key staffPrograms $169,983 · Management $198,256 · Fundraising $34,664$402,903
IX-7 Other salaries and wagesPrograms $1,981,879 · Management $622,440 · Fundraising $556,754$3,161,073
IX-8 Pension plan contributionsPrograms $54,475 · Management $28,898 · Fundraising $12,604$95,977
IX-9 Other employee benefitsPrograms $213,900 · Management $75,468 · Fundraising $58,462$347,830
IX-10 Payroll taxesPrograms $169,748 · Management $58,214 · Fundraising $47,986$275,948
IX-11b Legal feesPrograms $46,248 · Management $15,927 · Fundraising $6,760$68,935
IX-11c Accounting feesPrograms $14,823 · Management $4,338 · Fundraising $2,725$21,886
IX-11d Lobbying feesPrograms $331,175$331,175
IX-11f Investment management feesManagement $64,722$64,722
IX-11g Other fees for servicesPrograms $1,040,195 · Management $19,794 · Fundraising $24,160$1,084,149
IX-12 Advertising and promotionPrograms $51,898 · Fundraising $819$52,717
IX-13 Office expensesPrograms $43,868 · Management $3,351 · Fundraising $50,320$97,539
IX-14 Information technologyPrograms $197,275 · Management $28,427 · Fundraising $40,121$265,823
IX-16 OccupancyPrograms $174,657 · Management $60,676 · Fundraising $32,105$267,438
IX-17 TravelPrograms $70,294 · Management $4,916 · Fundraising $23,584$98,794
IX-19 Conferences, conventions and meetingsPrograms $248,382 · Management $17,448 · Fundraising $120,218$386,048
IX-20 InterestManagement $1,604$1,604
IX-22 Depreciation, depletion and amortizationPrograms $101,058 · Management $29,573 · Fundraising $18,576$149,207
IX-23 InsurancePrograms $27,455 · Management $6,228 · Fundraising $4,538$38,221
IX-24 Other expenses (24a–d)Programs $316,718 · Management $61,216 · Fundraising $107,944$485,878
IX-24e All other expensesPrograms $52,817 · Management $13,457 · Fundraising $13,760$80,034
IX-25 Total functional expensesPrograms $5,465,418 · Management $1,314,953 · Fundraising $1,156,100$7,936,471
Part X · Balance sheet $14,567,941 assets, 18 lines filed
X-1 Cash, non-interest-bearingStart of year $689,372$1,250,364
X-2 Savings and temporary cash investmentsStart of year $1,849,442$1,536,582
X-3 Pledges and grants receivable$58,271
X-4 Accounts receivableStart of year $430,471$8,920
X-9 Prepaid expenses and deferred chargesStart of year $167,228$188,115
X-10c Land, buildings and equipment, netStart of year $70,590$210,537
X-11 Publicly traded securitiesStart of year $10,801,889$10,175,769
X-14 Intangible assetsStart of year $278,235$196,186
X-15 Other assets$943,197
X-16 Total assetsStart of year $14,287,227$14,567,941
X-17 Accounts payable and accrued expensesStart of year $404,082$306,894
X-19 Deferred revenueStart of year $19,864$63,962
X-25 Other liabilitiesStart of year $20,830$1,155,075
X-26 Total liabilitiesStart of year $444,776$1,525,931
X-27 Net assets without donor restrictionsStart of year $13,249,405$11,721,888
X-28 Net assets with donor restrictionsStart of year $593,046$1,320,122
X-32 Total net assets or fund balancesStart of year $13,842,451$13,042,010
X-33 Total liabilities and net assetsStart of year $14,287,227$14,567,941
Part XI · Reconciliation of net assets $13,042,010 net assets at year end
XI-1 Total revenue$8,852,448
XI-2 Total expenses$7,936,471
XI-3 Revenue less expenses$915,977
XI-4 Net assets at start of year$13,842,451
XI-5 Net unrealized gains (losses) on investments−$1,716,418
XI-10 Net assets at end of year$13,042,010

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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