Immune Deficiency Foundation FY2023 filing

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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.
$1.1M 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

FY2023 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
The IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
The latest return is for FY2025, 1 tax year back.
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
A surplus in 6 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
69%
of spending
69% of spending went to programs.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$1.1M
to officers and key staff · 15% of spending
Pay to officers and key staff is 15% of spending.
Part VII, Section A
6.0 mo
of spending, in cash
Plus $11.9M in investments, Pt X · Ln 11–13
6.0 months of spending in cash.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
26
named funders · $246K
26 funders name it on their filings.
Funders’ Sch. I, 990-PF
Liabilities
$1.4M
8% of total assets
Liabilities are 8% of assets.
Pt X · Ln 26
Independent board members
13
of 14 voting members
13 of 14 voting members are independent.
Pt VI · Ln 1a–1b
Revenue
$9.0M
+2% vs prior year
Spent
$7.4M
To programs
69%
Net assets
$15.9M
By yearFY2020–FY2025
Revenue
$9.0M
FY2023▲ +2%
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
$7.4M
FY2023▼ -7%
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
$15.9M
FY2023▲ +22%
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 FY2023 Form 990 · figures checked against the IRS filing · see the original

You’re viewing the FY2023 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% · $5.1M Management & general 16% · $1.2M Fundraising 15% · $1.1M

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; $1.1M paid to officers and key staff (Part VII, Section A).

Part VII, Section A · reportable compensation
President &
$268,604Pt VII · Sec A
VP Instituti
$145,327Pt VII · Sec A
VP Communica
$142,074Pt VII · Sec A
$140,396Pt VII · Sec A
$136,376Pt VII · Sec A
VP Public Po
$127,911Pt VII · Sec A
$113,790Pt 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 →

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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3 programs · $5.1M · in their own filed words · FY2023
01

Immune deficiency foundation (idf) provided educational programs for patients and families living with primary immunodeficiencies (pi). In 2023, approximately 30,320 individuals were supported and helped by attending or listening to more than 360 presentations at no additional cost to them.

$3.1Mprogram expense
02

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 nine medical conferences, providing information and resources to over 3,195 healthcare professionals, and administering a consulting immunologist program that…

$1.1Mprogram expense
03

The pi community turns to idf for individual assistance including but not limited to answering insurance questions, locating a specialist in their area, finding treatment information, and learning more about their diagnosis.

$957Kprogram 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 →

Federal money

Single Audit · Federal Audit Clearinghouse · money spent from federal programs
Year ending Dec 2022 · $994K federal money spent
Maternal and Child Health Federal Consolidated ProgramsDepartment of Health and Human Services · ALN 93.110 · Direct and through Regents of the University of California, San Francisco$947K
Allergy, Immunology and Transplantation ResearchDepartment of Health and Human Services · ALN 93.855 · Direct and through Childrens Hospital of Philadelphia$46K

The auditor reported 4 findings: a material weakness in money controls.

Year ending Dec 2021 · $2.2M federal money spent
Maternal and Child Health Federal Consolidated ProgramsDepartment of Health and Human Services · ALN 93.110 · Through Severe Combined Immunodeficiency (scid) Screening and Education$2.1M
Allergy, Immunology and Transplantation ResearchDepartment of Health and Human Services · ALN 93.855 · Through Resources to Assist Investigations in Primary Immunodefiency Disease$116K

The auditor reported no findings.

Year ending Dec 2020 · $1.3M federal money spent
Maternal and Child Health Federal Consolidated ProgramsDepartment of Health and Human Services · ALN 93.110 · Through Severe Combined Immunodeficiency (scid) Screening and Education$951K
Allergy, Immunology and Transplantation ResearchDepartment of Health and Human Services · ALN 93.855 · Through Resources to Assist Investigations in Primary Immunodeficiency Disease$302K

The auditor reported no findings.

Year ending Dec 2019 · $1.9M federal money spent
Maternal and Child Health Federal Consolidated ProgramsDepartment of Health and Human Services · ALN 93.110 · Through Health Resource and Services Administration$1.3M
Allergy, Immunology and Transplantation ResearchDepartment of Health and Human Services · ALN 93.855 · Through National Institutes of Health$561K

The auditor reported no findings.

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$9.0M
Ln 12
Gifts and grantsLn 1h$8.7M
Investment incomeLn 3$316K
Fees for servicesLn 2g$13K
Money outPt IX
$7.4M
Ln 25
Programscol B$5.1M
Managementcol C$1.2M
Fundraisingcol D$1.1M
Owns and owesPt X
$15.9M
net assets · Ln 32
Cash and savingsLn 1–2$3.7M
Total assetsLn 16$17.4M
LiabilitiesLn 26$1.4M
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$323K
Noncash giftsLn 1g$43K
Fees for servicesLn 2g$13K
Investment incomeLn 3$316K
Gains on assetsLn 7−$83K
Total revenueLn 12$9.0M
Assets in detailPt X, end of year
CashLn 1$1.3M
SavingsLn 2$2.4M
Cash and savings togetherLn 1–2$3.7M
Pledges and grants receivableLn 3$80K
Accounts receivableLn 4$19K
Prepaid expenses and deferred chargesLn 9$281K
Land, buildings, equipmentLn 10c$205K
InvestmentsLn 11–13$11.9M
Intangible assetsLn 14$215K
Other assetsLn 15$912K
Total assetsLn 16$17.4M
LiabilitiesLn 26$1.4M
Net assetsLn 32$15.9M
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
Abroad and in kindSch F, M
Noncash gifts receivedSch M Pt I$43K
Investment feesPt IX, Sch D
Investment fees, as reportedPt IX 11f$64K
Share of the $7.2M endowmentSch D 1g0.89%
Typical, median of 2,202 orgs0.44%
EndowmentSch D · Pt V
LineFY23FY22FY21FY20FY19
End of yearLn 1g$7.2M$6.2M$6.2M$5.5M$5.0M
AddedLn 1b$1.1M
4Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$2.8M$3.7M
InvestmentsLn 11–13$10.2M$11.9M
Land, buildings, equipmentLn 10c$211K$205K
Total assetsLn 16$14.6M$17.4M
LiabilitiesLn 26$1.5M$1.4M
Net assetsLn 32$13.0M$15.9M
5Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$218K$218K
Grants to domestic individualsLn 2$26K$26K
Pay of officers and key staff (Part IX, line 5)Ln 5$470K$199K$218K$53K
Other salaries and wagesLn 7$3.2M$2.1M$603K$475K
Pension plan contributionsLn 8$115K$74K$26K$16K
Other employee benefitsLn 9$365K$232K$84K$49K
Payroll taxesLn 10$274K$174K$60K$41K
Legal feesLn 11b$35K$32K$713$2K
Accounting feesLn 11c$29K$27K$601$1K
Lobbying feesLn 11d$200K$200K
Investment management feesLn 11f$64K$45K$8K$10K
Other fees for servicesLn 11g$675K$613K$18K$45K
Advertising and promotionLn 12$27K$10K$18K
Office expensesLn 13$119K$78K$25K$16K
Information technologyLn 14$156K$144K$3K$8K
OccupancyLn 16$103K$66K$21K$15K
TravelLn 17$110K$79K$7K$23K
Conferences, conventions and meetingsLn 19$456K$317K$21K$118K
InterestLn 20$64$64
Depreciation, depletion and amortizationLn 22$169K$110K$34K$24K
InsuranceLn 23$38K$26K$6K$5K
Other expenses (24a–d)Ln 24$508K$270K$31K$207K
All other expensesLn 24e$53K$27K$6K$20K
Total functional expensesLn 25$7.4M$5.1M$1.2M$1.1M

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 LatestFiled with the IRS Jul 20, 2026 $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
FY2023 ViewingFiled with the IRS Jun 27, 2024 $9.0M$7.4M$1.6M$15.9M 990 PDF
FY2022Filed 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

Schedules filed Part IV

A · Public support D · Assets and endowments I · Grants J · Pay M · Noncash O · Explanations
See the full FY2023 990
Part I · Summary $8,985,857 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $8,654,145$8,657,179
I-9 Program service revenuePrior year $68,746$13,090
I-10 Investment incomePrior year $129,557$315,588
I-11 Other revenue$0
I-12 Total revenuePrior year $8,852,448$8,985,857
I-13 Grants and similar amounts paidPrior year $158,570$244,104
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $4,283,731$4,417,931
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $3,494,170$2,740,219
I-18 Total expensesPrior year $7,936,471$7,402,254
I-19 Revenue less expensesPrior year $915,977$1,583,603
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 $8,985,857 across 8 lines filed
VIII-1e Government grants$322,570
VIII-1f All other contributions, gifts and grants$8,334,609
VIII-1g Noncash contributions (included above)$43,157
VIII-1h Total contributions, gifts and grants$8,657,179
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $13,090$13,090
VIII-3 Investment incomeExcluded from tax $398,737$398,737
VIII-7 Net gain or loss on sales of assetsExcluded from tax −$83,149−$83,149
VIII-12 Total revenueRelated to mission $13,090 · Excluded from tax $315,588$8,985,857
Part IX · Statement of functional expenses $7,402,254 across 23 lines filed
IX-1 Grants to domestic organizationsPrograms $217,750$217,750
IX-2 Grants to domestic individualsPrograms $26,354$26,354
IX-5 Pay of officers and key staff (Part IX, line 5)Programs $199,092 · Management $218,273 · Fundraising $52,629$469,994
IX-7 Other salaries and wagesPrograms $2,115,135 · Management $603,461 · Fundraising $474,573$3,193,169
IX-8 Pension plan contributionsPrograms $74,135 · Management $25,552 · Fundraising $15,650$115,337
IX-9 Other employee benefitsPrograms $231,927 · Management $84,043 · Fundraising $49,432$365,402
IX-10 Payroll taxesPrograms $173,901 · Management $59,537 · Fundraising $40,591$274,029
IX-11b Legal feesPrograms $32,148 · Management $713 · Fundraising $1,762$34,623
IX-11c Accounting feesPrograms $27,073 · Management $601 · Fundraising $1,484$29,158
IX-11d Lobbying feesPrograms $199,969$199,969
IX-11f Investment management feesPrograms $44,772 · Management $8,424 · Fundraising $10,336$63,532
IX-11g Other fees for servicesPrograms $612,705 · Management $17,999 · Fundraising $44,570$675,274
IX-12 Advertising and promotionPrograms $9,894 · Fundraising $17,504$27,398
IX-13 Office expensesPrograms $77,784 · Management $24,934 · Fundraising $16,099$118,817
IX-14 Information technologyPrograms $144,481 · Management $3,206 · Fundraising $7,920$155,607
IX-16 OccupancyPrograms $66,208 · Management $21,461 · Fundraising $15,314$102,983
IX-17 TravelPrograms $78,976 · Management $7,467 · Fundraising $23,218$109,661
IX-19 Conferences, conventions and meetingsPrograms $317,498 · Management $20,506 · Fundraising $117,517$455,521
IX-20 InterestManagement $64$64
IX-22 Depreciation, depletion and amortizationPrograms $110,002 · Management $34,272 · Fundraising $24,454$168,728
IX-23 InsurancePrograms $26,429 · Management $6,264 · Fundraising $4,987$37,680
IX-24 Other expenses (24a–d)Programs $270,307 · Management $30,991 · Fundraising $207,088$508,386
IX-24e All other expensesPrograms $26,741 · Management $6,403 · Fundraising $19,674$52,818
IX-25 Total functional expensesPrograms $5,083,281 · Management $1,174,171 · Fundraising $1,144,802$7,402,254
Part X · Balance sheet $17,355,217 assets, 18 lines filed
X-1 Cash, non-interest-bearingStart of year $1,250,364$1,346,127
X-2 Savings and temporary cash investmentsStart of year $1,536,582$2,374,122
X-3 Pledges and grants receivableStart of year $58,271$79,899
X-4 Accounts receivableStart of year $8,920$18,506
X-9 Prepaid expenses and deferred chargesStart of year $188,115$281,164
X-10c Land, buildings and equipment, netStart of year $210,537$204,524
X-11 Publicly traded securitiesStart of year $10,175,769$11,924,537
X-14 Intangible assetsStart of year $196,186$214,663
X-15 Other assetsStart of year $943,197$911,675
X-16 Total assetsStart of year $14,567,941$17,355,217
X-17 Accounts payable and accrued expensesStart of year $306,894$308,172
X-19 Deferred revenueStart of year $63,962$26,695
X-25 Other liabilitiesStart of year $1,155,075$1,103,601
X-26 Total liabilitiesStart of year $1,525,931$1,438,468
X-27 Net assets without donor restrictionsStart of year $11,721,888$14,001,757
X-28 Net assets with donor restrictionsStart of year $1,320,122$1,914,992
X-32 Total net assets or fund balancesStart of year $13,042,010$15,916,749
X-33 Total liabilities and net assetsStart of year $14,567,941$17,355,217
Part XI · Reconciliation of net assets $15,916,749 net assets at year end
XI-1 Total revenue$8,985,857
XI-2 Total expenses$7,402,254
XI-3 Revenue less expenses$1,583,603
XI-4 Net assets at start of year$13,042,010
XI-5 Net unrealized gains (losses) on investments$1,291,136
XI-10 Net assets at end of year$15,916,749

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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