Civic Intelligence

Breakthrough T1D

990 • Fiscal year 2016 • EIN 23-1907729

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 01, 2017

26 Broadway 15th FLNew York, NY 10004

(212) 785-9500

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

80th percentile

0.68x

Higher debt load relative to assets than 80% of similar nonprofits.

2016 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2016

Liabilities / Revenue

56th percentile

0.65x

Higher debt load relative to revenue than 56% of similar nonprofits.

2016 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2016

Net Margin

63rd percentile

7.3%

Higher net margin than 63% of similar nonprofits.

2016 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2016

Top Officer Pay

50th percentile

$872,116

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 0.4% of source-year revenue.

2016 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2016

Asset Growth

73rd percentile

7.1%

Faster asset growth than 73% of similar nonprofits.

2016 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2015 to 2016

Revenue Growth

35th percentile

-0.5%

Faster revenue growth than 35% of similar nonprofits.

2016 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2015 to 2016

Assets

Flat

$197,093,128

Flat from 2016

Net Assets

Flat

$63,895,274

Flat from 2016

Liabilities

Flat

$133,197,854

Flat from 2016

Revenue

Flat

$204,355,782

Flat from 2016

Expenses

Flat

$189,479,405

Flat from 2016

Net Income

Flat

$14,876,377

Flat from 2016

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600M$400M$200M$0Assets 2011: $214,549,100Liabilities 2011: $166,519,154Net Assets 2011: $48,029,9462011Assets 2012: $187,007,468Liabilities 2012: $150,608,537Net Assets 2012: $36,398,9312012Assets 2013: $196,040,120Liabilities 2013: $162,509,815Net Assets 2013: $33,530,3052013Assets 2014: $207,538,339Liabilities 2014: $163,676,967Net Assets 2014: $43,861,3722014Assets 2015: $184,040,608Liabilities 2015: $128,561,111Net Assets 2015: $55,479,4972015Assets 2016: $197,093,128Liabilities 2016: $133,197,854Net Assets 2016: $63,895,2742016Assets 2016: $197,093,128Liabilities 2016: $133,197,854Net Assets 2016: $63,895,2742016Assets 2017: $198,753,573Liabilities 2017: $121,385,069Net Assets 2017: $77,368,5042017Assets 2018: $226,353,181Liabilities 2018: $129,947,696Net Assets 2018: $96,405,4852018Assets 2019: $244,434,766Liabilities 2019: $128,633,286Net Assets 2019: $115,801,4802019Assets 2020: $268,023,077Liabilities 2020: $134,322,376Net Assets 2020: $133,700,7012020Assets 2021: $361,315,226Liabilities 2021: $100,761,301Net Assets 2021: $260,553,9252021Assets 2022: $389,461,665Liabilities 2022: $94,551,427Net Assets 2022: $294,910,2382022Assets 2023: $446,188,087Liabilities 2023: $139,007,857Net Assets 2023: $307,180,2302023

Highlighted filing

2016

Assets$197,093,128
Liabilities$133,197,854
Net Assets$63,895,274

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300M$200M$100M$0-$100MExpenses 2011: $204,416,6302011Revenue 2012: $203,068,073Expenses 2012: $205,351,840Net Income 2012: -$2,283,7672012Expenses 2013: $209,495,7412013Revenue 2014: $219,880,522Expenses 2014: $215,705,720Net Income 2014: $4,174,8022014Revenue 2015: $205,475,657Expenses 2015: $186,131,118Net Income 2015: $19,344,5392015Revenue 2016: $204,355,782Expenses 2016: $189,479,405Net Income 2016: $14,876,3772016Revenue 2016: $204,355,782Expenses 2016: $189,479,405Net Income 2016: $14,876,3772016Revenue 2017: $202,253,797Expenses 2017: $193,789,332Net Income 2017: $8,464,4652017Revenue 2018: $230,115,984Expenses 2018: $208,427,675Net Income 2018: $21,688,3092018Revenue 2019: $239,329,465Expenses 2019: $212,570,052Net Income 2019: $26,759,4132019Revenue 2020: $212,602,450Expenses 2020: $192,605,651Net Income 2020: $19,996,7992020Revenue 2021: $223,022,643Expenses 2021: $115,470,447Net Income 2021: $107,552,1962021Revenue 2022: $238,595,505Expenses 2022: $162,889,199Net Income 2022: $75,706,3062022Revenue 2023: $223,798,085Expenses 2023: $215,759,942Net Income 2023: $8,038,1432023

Highlighted filing

2016

Revenue$204,355,782
Expenses$189,479,405
Net Income$14,876,377
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 1, 2017
Return Version
2015v2.1
Gross Receipts
$271,736,374
Mission and Program Overview

Mission

Breakthrough t1d is the leading global t1d organization working to accelerate life-changing breakthroughs to cure, prevent, and treat t1d and its complications.

Accelerating life-changing breakthroughs to cure, prevent and treat Type 1 Diabetes and its complications. SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$49,699,118$36,283,061▼ $13,416,057
Investments in Publicly Traded Securities$33,715,865$34,442,190▲ $726,325
Savings and Temporary Cash Investments$29,714,230$34,391,736▲ $4,677,506
Cash and Non-Interest-Bearing Accounts$8,000,321$30,314,175▲ $22,313,854
Pledges and Grants Receivable$28,204,025$25,415,000▼ $2,789,025
Accounts Receivable$11,684,316$15,598,016▲ $3,913,700
Land, Buildings, and Equipment, Net$16,473,934$13,589,735▼ $2,884,199
Prepaid Expenses and Deferred Charges$3,783,235$4,604,817▲ $821,582
Investments Program Related$2,487,658$2,454,398▼ $33,260
Other Notes and Loans Receivable, Net$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$184,040,608$197,093,128▲ $13,052,520
Other Assets Total$277,906$0▼ $277,906
Liabilities
Grants Payable$105,160,199$105,778,368▲ $618,169
Accounts Payable and Accrued Expenses$13,891,579$16,335,885▲ $2,444,306
Deferred Revenue$6,691,858$8,340,978▲ $1,649,120
Other Liabilities$2,817,475$2,742,623▼ $74,852
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$128,561,111$133,197,854▲ $4,636,743
Net Assets / Fund Balance
Temporarily Rstr Net Assets$31,263,491$32,690,094▲ $1,426,603
Unrestricted Net Assets$17,142,205$24,131,379▲ $6,989,174
Permanently Rstr Net Assets$7,073,801$7,073,801→ $0
Total Net Assets Fund Balance$55,479,497$63,895,274▲ $8,415,777
Total Liabilities and Net Assets / Fund Balance$184,040,608$197,093,128▲ $13,052,520

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$11,570,699$14,183,561$25,754,260
Leasehold Improvements$2,019,036$2,702,896$4,721,932
Other Securities$15,396,585--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$7,141,514-▲ $37,913$3,000$7,176,427
2014$7,426,222-▲ $11,292$296,000$7,141,514
2013$6,837,461-▲ $625,761$37,000$7,426,222
2012$6,728,240$100,000▲ $9,221-$6,837,461
2011$5,455,024$1,227,000▲ $179,110$132,894$6,728,240
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Derek RappPresident and CEOFT$600,000$272,116$872,116
Richard InselChief Scientific OfficerFT$501,667$125,062$626,729
Sandra HijikataChief Development OfficerFT$357,917$60,069$417,986
Mark GreeneCFO & Asst. TresFT$354,375$52,104$406,479
Steven Griffen MdSVP ResearchFT$323,733$60,831$384,564
Jeffrey BrewerPresident and CEO, Ended 7/14-$371,875$371,875$371,875
Aaron KowalskiChief Mission OfficerFT$288,461$60,885$349,346
Margo LuceroSVP Corporate DevelopmentFT$263,333$83,778$347,111
Julia GreensteinVP ResearchFT$270,491$36,276$306,767
Gerri BostickChief Hr Officer, Ended 6/14FT$263,813$31,894$295,707
Jill ClarkVP Strategic InitiativesFT$219,832$22,803$242,635
Edward SebaldCFO & Asst. Tres, Ended 6/14-$116,417$116,417$116,417

Board Members and Trustees

NameTitle
Pam Edmonds Fy16-18Chair, Advocary
Michelle Griffin Fy14-16Chair, Audit
Pat Mcfeeley Fy16-17Chair, Chancellors
Mike Lee Fy16-18Chair, Development
Timothy Clark Fy15-17Chair, Investment
Carol Oxenreiter Fy14-16Chair, Research
Nanette Deturk Fy14-16Chair, Talent & Compensation
John Brady Fy14-16Chairman of the Board
Larry Soler Fy16-18Secretary/chair Nominating
Mark Fischer-colbrie Fy16-18Treasurer / Chair of Finance
Stephen Newman Md Fy14-16Vice Chairman of the Board
Grant Beard Fy15-17Board Member
Jeff Plumer Fy16-18Board Member
Karen Case Fy14-16Board Member
Lisa Altman Fy15-17Board Member
Lisa Reed Fy15-17Board Member
Lisa Wallack Fy16-18Board Member
Lorne Shiff Fy15-17Board Member
Lorraine Stiehl Fy15-17Board Member
Maarten De Groot Fy15-17Board Member
Marvin Daitch Fy16-18Board Member
Matthew Cohn Fy14-16Board Member
Nicole Johnson Fy16-18Board Member
Preetish Nijhawan Fy16-18Board Member
Randy Anderson Fy15-17Board Member
Rebecca Davies Fy14-16Board Member
Red Maxwell Fy15-17Board Member
Scott Mccormick Fy15-17Board Member
Timothy St Clair Fy14-16Board Member
Tom Chapman Fy14-16Board Member
Wendy Wood Fy16-18Board Member

Highest Paid Contractors

ContractorServicesLocationCompensation
The Pursuant GroupFundraising Consult2765 CARRADALE DRIVE, Roseville, CA 95661$2,374,120
BlackbaudFundraising Systems2000 DANIEL ISLAND DRIVE, Charleston, SC 29492, Ca$1,953,995
Six Degrees MedicalPublic Ed Consultant25 BROADWAY 9TH FLOOR, New York, NY 10004$1,823,750
Hickory Printing SolutionsllcPrinting ConsultantPO Box 69, Hickory, NC 28603$1,129,899
10 Up LLCIt Consultant-$467,456
Revenue and Support

Revenue Composition

Contributions and Grants
$196,804,267
Program Service Revenue
$0
Investment Income
$6,524,427
Other Revenue
$1,027,088
All Other Contributions
$67,046,580
Change in Net Assets
$14,876,377

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
Yes

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table10,000$12,273,935Thrift Shop
Securities Publicly Traded308$4,497,842Net Proceeds of Sale
Cars and Other Vehicles4$150,055Ticket Sales
Total Noncash Contributions10,312$16,921,832-

Audited Revenue Reconciliation

Revenue per Audited Statements
$203,903,552
Revenue Not Reported on Financial Statements
$452,230
Revenue Not Reported on Form 990
$-6,460,600
Total Revenue per Audited Statements
$197,442,952
Total Revenue per Form 990
$204,355,782
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$75,084,432
Salaries, Compensation, and Employee Benefits$74,149,309
Other Expenses$40,245,664
Total Fundraising Expense$25,623,973
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$36,656,960$7,469,287$13,329,803$57,456,050
Grants to Domestic Orgs$51,193,650--$51,193,650
Foreign Grants$23,890,782--$23,890,782
Other Employee Benefits$5,845,764$1,191,143$2,125,732$9,162,639
Occupancy$5,402,506$1,670,834$1,628,143$8,701,483
Fees for Services Management$4,467,578$264,354$555,142$5,287,074
Depreciation Depletion$2,810,466$802,990$1,001,430$4,614,886
Advertising$2,325,479$400,035$1,670,477$4,395,991
Payroll Taxes$2,779,321$566,319$1,010,662$4,356,302
Information Technology$2,485,439$710,125$885,616$4,081,180
Conferences and Meetings$2,121,717$276,493$512,239$2,910,449
Travel$1,782,392$232,273$430,317$2,444,982
Current Officers, Directors, Trustees, and Key Employees$1,118,086$227,823$406,577$1,752,486
Office Expenses$850,032$146,225$610,609$1,606,866
Pension Plan Contributions$907,129$184,838$329,865$1,421,832
Other Expenses$494,319$110,633$179,681$784,633
Fees for Services Lobbying$590,291$34,928$73,350$698,569
Fees for Services Legal$459,606$27,196$57,111$543,913
Insurance$324,659$92,760$115,683$533,102
Fees for Service Investment Mgmnt Fees-$452,230-$452,230
Fees for Services Accounting$197,923$11,711$24,594$234,228
Total Functional Expenses$756,210$127,643$1,211,372$2,095,224

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$189,479,405
Expenses per Audited Statements$189,027,175
Total Expenses per Audited Statements$189,027,175
Expenses Not Reported on Financial Statements$452,230
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of CaliforniaSan Francisco, CA501(c)3Immune Therapies$6,098,335
University of FloridaGainesville, FL501(c)3Immune Therapies$3,766,423
Benaroya Research Inst at Virginia MasonSeattle, WA501(c)3Immune Therapies$2,935,281
Harvard Medical SchoolBoston, MA--$2,576,381
University of ColoradoDenver, CO--$2,540,591
Novartis Institute-genomicsSan Diego, CA501(c)3-$2,000,000
California Inst for Biomedical ResearchLajolla, CA501(c)3Prevention$1,998,150
University of AlabamaBirmingham, AL501(c)3-$1,390,613
UnitoBoston, MA--$1,387,020
Joslin Diabetes CenterBoston, MA501(c)3Complications$1,211,331
Jaeb Center for Health Research FndTampa, FL501(c)3-$1,189,074
Northwestern UniversityEvanston, IL501(c)3-$1,031,907
ViacyteSan Diego, CA501(c)3-$1,000,000
University of Miami School of MedicineMiami, FL501(c)3Immune Therapies$932,849
Az Bd of Regents University of ArizonaTucson, AZ501(c)3-$907,241
University of ArizonaTucson, AZ501(c)3Beta Cell Therapies$907,241
Stanford UniversityPala Alto, CA501(c)3Immune Therapies$889,150
University of Wisconsin-madisonMadison, WI501(c)3Immune Therapies$844,277
BOSTON CHILDREN'S HOSPITALBoston, MA501(c)3Beta Cell Therapies$798,567
Evidera IncBethesda, MD501(c)3Encapsulated Islets$776,920
University of MinnesotaMinneapolis, MN501(c)3-$774,974
The Broad Institute of Harvard & MitCambridge, MA501(c)3-$758,613
Indiana UniversityIndianapolis, IN501(c)3Complications$692,768
Georgia Tech Research CorpAtlanta, GA501(c)3Beta Cell Thrapies$690,804
Icahn School of Medicine Mount SinaiNew York, NY501(c)3-$650,787
Beckman Research Inst of the City of HopeDuarte, CA501(c)3Immune Therapies$620,696
University of MichiganAnn Arbor, MI501(c)3Immune Therapies$552,956
Ut Southwestern Medical CenterDallas, TX501(c)3Immune Therapies$550,923
North Carolina State UniversityRaleigh, NC501(c)3Immune Therapies$540,000
Washington UniversitySt Louis, MO--$499,890
Johns Hopkins UniversityBaltimore, MD501(c)3Immune Therapies$496,623
TidepoolSan Francisco, CA501(c)3-$474,960
Thermalin DiabetesCleveland, OH501(c)3-$464,782
Columbia UniversityNew York, NY--$444,331
Lexicon PharmaceuticalsThe Woodlands, TX501(c)3Immune Therapies$400,000
National Jewish HealthDenver, CO501(c)3Immune Therapies$400,000
Research Triangle InstituteDurham, NC--$400,000
Protomer TechnologiesPasadena, CA--$380,000
Medical College of WisconsinMilwaukee, WI--$360,000
THE BRIGHAM AND WOMEN'S HOSPITALBoston, MA501(c)3-$359,618
Massachusetts Institute of TechnologyCambridge, MA501(c)3Artificial Pancreas$353,615
Michigan State UniversityLansing, MI501(c)3-$307,416
University of IllinoisChicago, IL--$300,781
The University of ChicagoChicago, IL501(c)3-$299,864
Pacific Diabetes TechnologiesPortland, OR501(c)3Immune Therapies$272,188
Wayne State UniversityDetroit, MI--$262,786
Sanford ResearchSioux Falls, SD501(c)3-$258,600
Beth Israel Medical CenterBoston, MA501(c)3Artificial Pancreas$253,864
University of Southern CaliforniaLos Angeles, CA--$253,409
Dana-farber Cancer InstituteBoston, MA501(c)3-$252,768
Allegheny Singer Research InstPittsburgh, PA--$250,000
University of UtahSalt Lake City, UT501(c)3-$250,000
Boston UniversityBoston, MA--$249,999
University of MarylandCollege Park, MD--$249,912
University of NebraskaLincoln, NE--$243,814
Vanderbilt University Medical CenterNashville, TN501(c)3Immune Therapies$240,120
Baylor College of Medicine-research InstituteDallas, TX501(c)3-$234,878
Bd TechnologiesResearch Triangle Pk, NC501(c)3Immune Therapies$200,000
Capillary BiomedicalIrvine, CA501(c)3Immune Therapies$200,000
Duke UniversityDurham, NC501(c)3-$200,000
New York University School of MedicineNew York, NY501(c)3Immune Therapies$199,967
Eastern Virginia Medical SchoolNorfolk, VA501(c)3Immune Therapies$199,734
Emory UniversityAtlanta, GA501(c)3Glucose Modulation$171,395
University of PittsburghPittsburgh, PA501(c)3Immune Therapies$167,544
University of RochesterRochester, NY501(c)3-$165,000
Prodo LaboratoriesAliso Viejo, CA--$163,597
DiabetomicsHillsboro, OR501(c)3-$150,000
Indiana Biosciences Res InstIndianapolis, IN501(c)3Artificial Pancreas$150,000
University of VirginiaCharlottesville, VA501(c)3Immune Therapies$143,311
Cornell UniversityIthaca, NY501(c)3Prevention$124,996
Wave 80 BiosciencesSan Francisco, CA501(c)3-$120,000
University of PennsylvaniaPhiladelphia, PA--$119,696
Albert Einstein College of MedicineBronx, NY501(c)3Immune Therapies$110,000
Ohio State UniversityColumbus, OH--$110,000
Sanford-burnham MedicalLa Jolla, CA501(c)3-$109,999
Foundation for the National Inst of HealthBethesda, MD501(c)3Complications$100,000
Selectra Bioscience IncWatertown, MA501(c)3-$100,000
Iowa State UniversityAmes, IA501(c)3Encapsulated Islets$96,265
University of Texas Health ScienceSan Antonio, TX--$83,929
Massachusetts General HospitalBoston, MA501(c)3-$77,308
Dq&aFrancisco, CA501(c)3Immune Therapies$67,000
The University of OklahomaOklahoma City, OK501(c)3-$60,796
Jackson LaboratoryBar Harbor, ME501(c)3-$56,620
Oregon State UniversityCorvallis, OR501(c)3-$56,620
Illinois Inst of TechnologyChicago, IL501(c)3-$50,871
Rutgers the State UniversityNewark, NJ501(c)3-$20,000
Thomas Jefferson UniversityPhiladelphia, PA501(c)3-$14,573
University of WashingtonSeattle, WA501(c)3-$11,708

International Summary

Offices
1
Employees
1
Spending
$32,084,454

International Compliance

Foreign grant records maintained
Yes
Activity in boycott countries
No
Foreign corporation ownership
Yes
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
Yes
Transfers to foreign corporations
Yes

International Activities

RegionActivityServicesOfficesEmployeesSpending
Europe (Including Iceland and Greenland)GrantmakingResearch Grants--$15,748,328
Central America and the CaribbeanInvestmentsInvestments--$7,883,322
East Asia and the PacificGrantmakingResearch Grants--$3,635,315
North AmericaGrantmakingResearch Grants11$3,602,196
Middle East and North AfricaGrantmakingResearch Grants--$904,943
Europe (Including Iceland and Greenland)Program ServicesResearch Adminstration--$310,350
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
Yes
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$26,852,177
Fundraising Gross Income$26,852,177
Gaming Gross Income$1,107,374
Gaming Direct Expenses$200,055
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Illinois Walk$4,170,099$3,732,463$8,519$3,723,944
Illinois Gala$4,098,127$3,412,084$8,590$3,403,494
Total Events$152,205,999$26,852,177$26,852,177-
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Split Interest Chrt Rmdr Trust$2,742,623
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Updated Bylaws, Form 990,part VI, Page 6, Question 4

On april 14, 2016 jdrf amended and made significant changes to its bylaws. Changes that were made include provisions on formation and closing of chapters; and updated term limits of board members, officers, chancellors, and committee members. The bylaw amendments also redefine jdrf board committees and their responsibilities.

Filing and Contact Details

Filer

Filer Name
Jdrf International
EIN
23-1907729
In Care Of
% GARY CURTO C/O JDRF INT
Phone
2127859500
Address
26 BROADWAY 15TH FL, NEW YORK, NY 10004

Signing Officer

Name
Mark Greene
Title
CFO
Phone
6468734311
Signed
2017-02-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Derek Rapp
Formed
1970
Legal Domicile
Pa
Voting Board Members
31
Independent Board Members
31
Employees
890
Volunteers
300,000

Preparer

Firm
Kpmg Llp
Address
345 PARK AVE, NEW YORK, NY 10154
Preparer
Devin L Duncan
Phone
2127859700
Supplemental Narrative

Additional Explanations

ORGANIZATION'S MISSION

FORM 990, PART III, LINE 1 JDRFs mission is to accelerate life-changing breakthroughs to cure, prevent and treat Type 1 Diabetes (T1D) and its complications. JDRF is the leading global organization focused on T1D research and is committed to funding the development of new therapies and treatments to keep people with T1D healthier, longer, until a cure is found. Its strength lies in its exclusive focus and singular influence on the worldwide effort to end T1D. JDRF works every day to change the reality of this life-threatening autoimmune disease for millions of people - and to prevent anyone else from contracting the disease - by funding research, advocating for government support of research and new therapies, ensuring new therapies and technologies come to market, and connecting and engaging the T1D community. JDRF has funded more than $2 billion in research to date and made significant progress in understanding and fighting the disease. JDRF has played a role in nearly every T1D therapeutic advance of the past four decades, including the FDA-approved hybrid closed-loop artificial pancreas system in September 2016. PART III: STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS LINE 4A ($75,084,432) RESEARCH FUNDING JDRF funds research with the greatest potential to cure, prevent and treat type 1 diabetes (T1D). Its strength lies in its exclusive focus and singular influence on the worldwide effort to end T1D. JDRF has committed more than $2 billion to this research since 1970. The full impact of JDRFs research investment extends well beyond direct funding. JDRF leverages partnerships with academia, industry and clinicians to ensure that the most promising research opportunities are funded and accelerated. JDRF often provides early stage funding to research projects, and the results of those projects often lead to follow-on participation from many other entities--both other non-for-profit funders and corporations. JDRF's research team is staffed by accomplished experts and leaders in the field of T1D science and medicine who guide the organization's funding efforts every step of the way. JDRFs highest priority remains funding research to deliver a cure for T1D and its complications. At the same time, JDRF is focused on developing better treatments that will transform the way people with T1D treat the disease today to help them live healthier lives now and in the future. The foundation's diversified research portfolio includes the following therapy areas: Artificial Pancreas: Artificial pancreas systems use technology to replicate the operation of a normal human pancreas and are one of the most revolutionary advances in diabetes care since the discovery of insulin. These systems link continuous glucose monitors and insulin pumps to smart software so that the right amount of insulin is delivered at the right time. Glucose Control: Glucose-responsive insulins(GRIs)--or smart insulins--promise to be a game-changer in blood-sugar management. GRIs will be the first-ever insulin formulation that turns on and off in response to blood sugar highs and lows. JDRF is also funding research that explores the benefits of combining novel or repurposed drugs with standard insulin therapy. Beta Cell Replacement: This therapy, also known as encapsulation, can be implanted to provide long-term relief from insulin dosing without the need for immune suppression. JDRF-supported scientists are improving biomaterials for encapsulation devices to protect implanted beta cells from autoimmune attack, among other strategies. Beta Cell Restoration: This drug or biologic-based therapy represents a full biological cure for people with T1D. It stimulates restoration of the bodys own beta cells and the capacity to produce insulin. We are repurposing drugs that may reduce beta cell stress and/or induce survival, as well as funding immune therapies that will stop the disease in its tracks. Complications: JDRF-funded research has already yielded new treatments for diabet

Conflict of Interest Policy

FORM 990- PART VI-SECT B, LINE 12C All officers, directors, key employees, board and committee members (both chapters and international boards) are required to sign a conflict of interest policy annually and disclose any conflicts. The Office of the President and CEO manages this process, and JDRF's internal audit department annually audits to ensure compliance. If any conflict does arise, the board members with the conflicts will recuse themselves from the meeting and/or vote.

Public Documents

FORM 990, PAGE 6, PART VI, SECTION C, LINE 19 The organization makes its governing documents, conflict of interest policy and financial statements available to the public on its website: www.JDRF.org. The public may access copies of JDRF's W-9, annual reports, 990 tax returns, 501(c)(3) IRS letter, and audited financials, at the following link: www.jdrf.org/about/financials

Executive Compensation Policy

PART VI, SECTION B, LINES 15a & 15b JDRFs Board of Directors charges a Talent and Compensation Committee to develop and recommend a compensation philosophy that applies to all employees of JDRF, including recommendations regarding the compensation and benefits of JDRF senior management for approval by the Executive Committee. The Committee works in collaboration with the President and CEO and the Chief People Officer and other senior staff personnel in the JDRF Human Resources Department to ensure that 1) the Foundations talent strategy supports and is aligned with its overall organization strategies; 2) JDRF is in compliance with IRS guidelines for determining reasonableness in pay practices; and 3) overall compensation for JDRFs key executives is competitive and aligned with pay philosophy. To attract and retain top scientific and executive talent to advance its mission, the organization pays competitive and appropriate salaries as determined by analysis of reliable data and input from independent third-party consultants. The review of JDRF executive compensation and benefits under the procedures noted above is completed annually by the Compensation Committee, and the basis for their determination are documented contemporaneously in the minutes of the Committees meetings, including most recently on December 4, 2015.

990 Review Process Form 990

SECTION B, PART VI, QUESTION 11B JDRF has a rigorous standard approach to reviewing its 990. The Organization's Tax Manager works with its outside tax professionals to prepare the return and all supporting schedules. The draft return is reviewed by a number of individuals, including JDRFs Chief Financial Officer and Director of Accounting and Finance, the Chief Executive Officer, other executives, its external senior tax advisor and others as necessary to ensure accuracy. Any questions and changes with respect to the draft return are addressed. Following this process, the return is reviewed by JDRFs Audit Committee of the Board of Directors with its outside tax advisors. Once approved, the return is distributed to all members of JDRFs Board of Directors for review and comment before it is filed with the Internal Revenue Service.

Financial Statement Notes

ORGANIZATION'S ENDOWMENT FUNDS

Form 990, part x, line 28 & 29 & sch d, part v the intended use of the organization's endowment funds is to use the funds for both specific projects as well as supporting the organization's general exempt purpose.

Income Tax Position of Jdrf Int.

990 SCH-D, PART X, LINE 2 JDRF is a not for profit organization exempt from federal income taxes under Section 501(c)(3) of the Internal Revenue Code and is organized under the laws of the Commonwealth of Pennsylvania. The effect of income tax positions is recognized only if those positions are more likely than not of being sustained. Income generated from activities unrelated to JDRF's exempt purpose is subject to tax under Internal Revenue Code Section 511. Unrelated Business Income Tax liability was insignificant for the years ending June 30, 2016 and 2015.

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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt210
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt220
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt230
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt240
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt250
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt260
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt270
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt280
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt290
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt300
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt3123767
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt3217674
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt3325583
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt3413742
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt3517674
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt3639885
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt3739887
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt3839887
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt3939887
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt400
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt410
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt4217674
IRS990/Form990PartVIISectionAGrp/PersonNm0KAREN CASE FY14-16
IRS990/Form990PartVIISectionAGrp/PersonNm1TOM CHAPMAN FY14-16
IRS990/Form990PartVIISectionAGrp/PersonNm2MATTHEW COHN FY14-16
IRS990/Form990PartVIISectionAGrp/PersonNm3REBECCA DAVIES FY14-16
IRS990/Form990PartVIISectionAGrp/PersonNm4MAARTEN DE GROOT FY15-17
IRS990/Form990PartVIISectionAGrp/PersonNm5CAROL OXENREITER FY14-16
IRS990/Form990PartVIISectionAGrp/PersonNm6LORNE SHIFF FY15-17
IRS990/Form990PartVIISectionAGrp/PersonNm7NICOLE JOHNSON FY16-18
IRS990/Form990PartVIISectionAGrp/PersonNm8MIKE LEE FY16-18
IRS990/Form990PartVIISectionAGrp/PersonNm9PREETISH NIJHAWAN FY16-18
IRS990/Form990PartVIISectionAGrp/PersonNm10LARRY SOLER FY16-18
IRS990/Form990PartVIISectionAGrp/PersonNm11WENDY WOOD FY16-18
IRS990/Form990PartVIISectionAGrp/PersonNm12NANETTE DETURK FY14-16
IRS990/Form990PartVIISectionAGrp/PersonNm13MICHELLE GRIFFIN FY14-16
IRS990/Form990PartVIISectionAGrp/PersonNm14JOHN BRADY FY14-16
IRS990/Form990PartVIISectionAGrp/PersonNm15STEPHEN NEWMAN MD FY14-16
IRS990/Form990PartVIISectionAGrp/PersonNm16TIMOTHY ST CLAIR FY14-16
IRS990/Form990PartVIISectionAGrp/PersonNm17LISA ALTMAN FY15-17
IRS990/Form990PartVIISectionAGrp/PersonNm18GRANT BEARD FY15-17
IRS990/Form990PartVIISectionAGrp/PersonNm19RANDY ANDERSON FY15-17
IRS990/Form990PartVIISectionAGrp/PersonNm20TIMOTHY CLARK FY15-17
IRS990/Form990PartVIISectionAGrp/PersonNm21MARK FISCHER-COLBRIE FY16-18
IRS990/Form990PartVIISectionAGrp/PersonNm22SCOTT MCCORMICK FY15-17
IRS990/Form990PartVIISectionAGrp/PersonNm23LISA REED FY15-17
IRS990/Form990PartVIISectionAGrp/PersonNm24RED MAXWELL FY15-17
IRS990/Form990PartVIISectionAGrp/PersonNm25MARVIN DAITCH FY16-18
IRS990/Form990PartVIISectionAGrp/PersonNm26PAM EDMONDS FY16-18
IRS990/Form990PartVIISectionAGrp/PersonNm27PAT MCFEELEY FY16-17
IRS990/Form990PartVIISectionAGrp/PersonNm28JEFF PLUMER FY16-18
IRS990/Form990PartVIISectionAGrp/PersonNm29LORRAINE STIEHL FY15-17
IRS990/Form990PartVIISectionAGrp/PersonNm30LISA WALLACK FY16-18
IRS990/Form990PartVIISectionAGrp/PersonNm31DEREK RAPP
IRS990/Form990PartVIISectionAGrp/PersonNm32SANDRA HIJIKATA
IRS990/Form990PartVIISectionAGrp/PersonNm33MARK GREENE
IRS990/Form990PartVIISectionAGrp/PersonNm34JILL CLARK
IRS990/Form990PartVIISectionAGrp/PersonNm35JULIA GREENSTEIN
IRS990/Form990PartVIISectionAGrp/PersonNm36AARON KOWALSKI
IRS990/Form990PartVIISectionAGrp/PersonNm37RICHARD INSEL
IRS990/Form990PartVIISectionAGrp/PersonNm38MARGO LUCERO
IRS990/Form990PartVIISectionAGrp/PersonNm39STEVEN GRIFFEN MD
IRS990/Form990PartVIISectionAGrp/PersonNm40JEFFREY BREWER
IRS990/Form990PartVIISectionAGrp/PersonNm41EDWARD SEBALD
IRS990/Form990PartVIISectionAGrp/PersonNm42GERRI BOSTICK
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt270
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt280
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt290
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt300

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$446$139$307$224$216$8.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$389$94.6$295$239$163$75.7
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$361$101$261$223$115$108
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$268$134$134$213$193$20.0
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$244$129$116$239$213$26.8
2018Summary only. Only limited summary data is available for this year.$226$130$96.4$230$208$21.7
2017Summary only. Only limited summary data is available for this year.$199$121$77.4$202$194$8.46
2016Detailed filing. Detailed filing data is available for this year.$197$133$63.9$204$189$14.9
2016Summary only. Only limited summary data is available for this year.$197$133$63.9$204$189$14.9
2015Detailed filing. Detailed filing data is available for this year.$184$129$55.5$205$186$19.3
2014Detailed filing. Detailed filing data is available for this year.$208$164$43.9$220$216$4.17
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$196$163$33.5$209
2012Summary only. Only limited summary data is available for this year.$187$151$36.4$203$205$2.28
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$215$167$48.0$204