Civic Intelligence

Immune Deficiency Foundation

990 • Fiscal year 2021 • EIN 52-1214782

Jan 01, 2021 to Dec 31, 2021 • Filed on Jun 21, 2022

110 West Road Suite 300Towson, MD 21204

(410) 321-6647

Siviq Scores

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

Liabilities / Assets

25th percentile

0.03x

Higher debt load relative to assets than 25% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

18th percentile

0.04x

Higher debt load relative to revenue than 18% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Net Margin

63rd percentile

19%

Higher net margin than 63% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

48th percentile

$165,982

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 1.7% of source-year revenue.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Asset Growth

62nd percentile

15%

Faster asset growth than 62% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

78th percentile

47%

Faster revenue growth than 78% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Assets

Up

$14,287,227

Up $1,897,366 (+15%) from 2020

Net Assets

Up

$13,842,451

Up $2,396,453 (+21%) from 2020

Liabilities

Down

$444,776

Down $499,087 (-53%) from 2020

Revenue

Up

$9,938,471

Up $3,155,693 (+47%) from 2020

Expenses

Up

$8,023,615

Up $1,491,074 (+23%) from 2020

Net Income

Up

$1,914,856

Up $1,664,619 (+665%) from 2020

Historical Trend

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2010: $5,635,512Liabilities 2010: $376,774Net Assets 2010: $5,258,7382010Assets 2011: $5,687,750Liabilities 2011: $145,383Net Assets 2011: $5,542,3672011Assets 2012: $7,009,757Liabilities 2012: $217,272Net Assets 2012: $6,792,4852012Assets 2013: $7,911,797Liabilities 2013: $309,767Net Assets 2013: $7,602,0302013Assets 2014: $8,950,816Liabilities 2014: $415,246Net Assets 2014: $8,535,5702014Assets 2015: $8,670,010Liabilities 2015: $492,415Net Assets 2015: $8,177,5952015Assets 2016: $9,403,278Liabilities 2016: $343,283Net Assets 2016: $9,059,9952016Assets 2017: $10,160,762Liabilities 2017: $585,776Net Assets 2017: $9,574,9862017Assets 2018: $9,299,139Liabilities 2018: $623,469Net Assets 2018: $8,675,6702018Assets 2019: $11,518,997Liabilities 2019: $915,547Net Assets 2019: $10,603,4502019Assets 2020: $12,389,861Liabilities 2020: $943,863Net Assets 2020: $11,445,9982020Assets 2021: $14,287,227Liabilities 2021: $444,776Net Assets 2021: $13,842,4512021Assets 2022: $14,567,941Liabilities 2022: $1,525,931Net Assets 2022: $13,042,0102022Assets 2023: $17,355,217Liabilities 2023: $1,438,468Net Assets 2023: $15,916,7492023Assets 2024: $18,802,131Liabilities 2024: $1,362,276Net Assets 2024: $17,439,8552024

Highlighted filing

2021

Assets$14,287,227
Liabilities$444,776
Net Assets$13,842,451

Operations Trend

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $4,406,2032010Revenue 2011: $6,058,424Expenses 2011: $5,735,821Net Income 2011: $322,6032011Expenses 2012: $4,578,7242012Revenue 2013: $6,497,886Expenses 2013: $5,918,638Net Income 2013: $579,2482013Revenue 2014: $7,071,963Expenses 2014: $6,043,642Net Income 2014: $1,028,3212014Revenue 2015: $7,958,072Expenses 2015: $8,028,597Net Income 2015: -$70,5252015Revenue 2016: $7,604,690Expenses 2016: $6,872,104Net Income 2016: $732,5862016Revenue 2017: $8,261,050Expenses 2017: $8,349,918Net Income 2017: -$88,8682017Revenue 2018: $6,350,758Expenses 2018: $6,409,783Net Income 2018: -$59,0252018Revenue 2019: $9,460,017Expenses 2019: $8,601,612Net Income 2019: $858,4052019Revenue 2020: $6,782,778Expenses 2020: $6,532,541Net Income 2020: $250,2372020Revenue 2021: $9,938,471Expenses 2021: $8,023,615Net Income 2021: $1,914,8562021Revenue 2022: $8,852,448Expenses 2022: $7,936,471Net Income 2022: $915,9772022Revenue 2023: $8,985,857Expenses 2023: $7,402,254Net Income 2023: $1,583,6032023Revenue 2024: $10,131,702Expenses 2024: $9,612,798Net Income 2024: $518,9042024

Highlighted filing

2021

Revenue$9,938,471
Expenses$8,023,615
Net Income$1,914,856
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jun 21, 2022
Return Version
2021v4.0
Gross Receipts
$10,233,338
Mission and Program Overview

Mission

The immune deficiency foundation is the national patient organization dedicated to improving the diagnosis, treatment and quality of life of persons with primary immunodeficiency disease through advocacy, education and research.

The immune deficiency foundation (idf) improves the diagnosis, treatment, and quality of life of people affected by primary immunodeficiency through fostering a community empowered by advocacy, education, and research. Idf seeks to ensure that everyone in the u.s. Affected by pi has a fully informed understanding of the pi diagnosis that affects them, all available treatment options, the expected standard of care, and all of their opportunities for connection and support within the pi community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$8,580,875$10,801,889▲ $2,221,014
Savings and Temporary Cash Investments$2,356,604$1,849,442▼ $507,162
Cash and Non-Interest-Bearing Accounts$905,660$689,372▼ $216,288
Accounts Receivable$198,385$430,471▲ $232,086
Intangible Assets$12,896$278,235▲ $265,339
Prepaid Expenses and Deferred Charges$224,068$167,228▼ $56,840
Land, Buildings, and Equipment, Net$111,373$70,590▼ $40,783
Total Assets$12,389,861$14,287,227▲ $1,897,366
Liabilities
Accounts Payable and Accrued Expenses$336,979$404,082▲ $67,103
Other Liabilities$568,251$20,830▼ $547,421
Deferred Revenue$38,633$19,864▼ $18,769
Total Liabilities$943,863$444,776▼ $499,087
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$10,795,683$13,249,405▲ $2,453,722
Net Assets With Donor Restrictions$650,315$593,046▼ $57,269
Total Net Assets Fund Balance$11,445,998$13,842,451▲ $2,396,453
Total Liabilities and Net Assets / Fund Balance$12,389,861$14,287,227▲ $1,897,366

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$70,590$432,019$502,609
Other Securities$3,368,730--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$5,483,828-▲ $699,700-$6,183,528
2020$4,962,050-▲ $521,778-$5,483,828
2019$4,140,560-▲ $821,490-$4,962,050
2018$4,412,670-▼ $272,110-$4,140,560
2017$4,211,532-▲ $201,138-$4,412,670
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sarah RoseCFOFT$148,002$17,980$165,982
Katherine AntillaVP EducationFT$130,850$25,844$156,694
Kathryn StephensInterim CEOFT$148,075-$148,075
Lynn AlbizoVP of PublicFT$121,850$25,022$146,872
Tammy BlackVP of CommunFT$133,740$13,052$146,792
John G BoyleFormer CEOFT$135,164$6,643$141,807
Christopher ScalchunesVP ResearchFT$129,468$5,179$134,647
Kim BiscoeDirector ofFT$100,908-$100,908

Board Members and Trustees

NameTitle
John Seymour PhdBoard Chair
Rebecca Buckley MdPac Chair
Chuck LageSeroc Chair
Tracy a ShawVice Chair
Amy WalshTrustee
Jason AngelosTrustee
Joel BuckbergTrustee
John SmithTrustee
Pete AthertonTrustee
Seth KaufmanTrustee
Sonia VohnoutTrustee
Terry HalperTrustee
Richard Low JrDevelopment
Steve FietekFinance Chai
Kate Sullivan MdPac Vice-CHA
Brian N RathSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Back Office Thinking LLC-790 E MARKET STREET, West Chester, PA 19382$492,786
Brighter Strategies LLC-6533 ARLINGTON BLVD 2414, Falls Church, VA 22042$181,916
Faegre Drinker Biddle Reath LLP-75 REMITTANCE DRIVE DEPT 6952, Chicago, IL 60675-6952$174,000
Nevins Associates-2150 WASHINGTON AVENUE SUITE 110, Towson, MD 21204$108,000
Simple It-568 OLD BACHMANS VALLEY ROAD, Westminster, MD 21157$100,375
Revenue and Support

Revenue Composition

Contributions and Grants
$9,152,968
Program Service Revenue
$0
Investment Income
$785,503
Other Revenue
$0
All Other Contributions
$5,882,808
Change in Net Assets
$1,914,856

Audited Revenue Reconciliation

Revenue per Audited Statements
$9,883,825
Revenue Not Reported on Financial Statements
$54,646
Revenue Not Reported on Form 990
$536,243
Total Revenue per Audited Statements
$10,420,068
Total Revenue per Form 990
$9,938,471
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,391,000
Salaries, Compensation, and Employee Benefits$3,562,638
Total Fundraising Expense$792,871
Grants and Similar Amounts Paid$69,977
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$2,471,031$179,697$83,867$2,734,595
Other Salaries and Wages$1,480,802$620,405$399,649$2,500,856
Current Officers, Directors, Trustees, and Key Employees$431,241--$431,241
Other Employee Benefits$268,036$71,725$54,619$394,380
Occupancy$193,465$61,226$26,973$281,664
Payroll Taxes$152,569$51,538$32,054$236,161
Advertising$132,731-$3,648$136,379
All Other Expenses$91,726$23,971$20,370$136,067
Depreciation Depletion$75,233$31,109$10,489$116,831
Conferences and Meetings$92,365-$16,276$108,641
Office Expenses$48,011$2,555$40,455$91,021
Other Expenses$36,659$15,159$35,286$87,104
Grants to Domestic Individuals$69,977--$69,977
Insurance$27,615$9,051$4,255$40,921
Fees for Services Legal$13,047$5,188$1,749$19,984
Travel$3,964$2,587$790$7,341
Interest-$4,641-$4,641
Total Functional Expenses$5,962,541$1,268,203$792,871$8,023,615

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$8,023,615
Total Expenses per Audited Statements$8,023,615
Total Expenses per Form 990$8,023,615
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$294,867
Fundraising Gross Income$294,867
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Walks$668,023$271,327$271,327$0
Diy/facebook$198,111$23,540$23,540$0
Total Events$866,134$294,867$294,867-
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Capital Leases$20,830
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 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI

The governing documents, conflict of interest policy and financial statements are available upon request. In addition, the financial statements are available on the website.

Form 990, Page 6, Part VI, Line 11B

The 990 is reviewed by the chief financial officer once completed by the auditors. Once the chief financial officer is satisfied with the accuracy, the 990 is then passed ont to the president & ceo for review. After that level of review is complete, it is then passed on to the finance committee for approval. Once that happens it is reviewed and once accurate, approved by the board of trustees.

Form 990, Page 6, Part VI, Line 12C

Each year idf requests that all board of trustee members and staff complete a conflict of interest statement disclosing any potential conflict that may exist. These are kept on file in the idf office. The board liaison/cfo distributes the statement annually for signatures to the board. The board liaison/cfo, would distribute to any staff necessary. The board liaison/cfo would review and would bring it to the president & ceo's attention is there are conflicts. Any restrictions, if necessary, would be made at his level or above, depending on who/what the conflict is.

Form 990, Page 6, Part VI, Line 15A

The president & ceo's compensation is reviewed and documented by the executive committee. The committee reviews websites such as salary.com and/or reviews of materials such as asae's compensation and benefits study book to determine the correct salary for the position. The compensation is presented and approved by the full board. The executive committee informs the president & ceo, human resources, and accounting. For all employees, an annual review is conducted by the employee's supervisor. Based on this review, it is determined if the person gets an annual increase beyond the cost of living. Review of websites such as salary.com and/or review of materials such as asae's compensation and benefits study book helps determine the correct salary for teh position. If the supervisor approves an increase, paperwork is drawn up and submitted to the president & ceo for approval and is also reviewed by the executive committee. Once approval is complete, human resources and accounting are informed of the increase. The employee is notified as well.

Form 990, Page 6, Part VI, Line 15B

The president & ceo's compensation is reviewed and documented by the personnel committee. The committee reviews websites such as salary.com and/or reviews of materials such as asae's compensation and benefits study book to determine the correct salary for the position. The compensation is presented and approved by the full board. The personnel committee informs the president & ceo, human resources, and accounting. For all employees, an annual review is conducted by the employee's supervisor. Based on this review, it is determined if the person gets an annual increase beyond the cost of living. Review of websites such as salary.com and/or review of materials such as asae's compensation and benefits study book helps determine the correct salary for teh position. If the supervisor approves an increase, paperwork is drawn up and submitted to the president & ceo for approval and is also reviewed by the personnel committee. Once approval is complete, human resources and accounting are informed of the increase. The employee is notified as well.

Form 990, Page 6, Part VI, Line 17

North dakota, new hampshire, new jersey, new york, ohio, pennsylvania, rhode island, tennessee, virginia, washington, wisconsin

Form 990, Page 6, Part VI, Line 19

The governing documents, conflict of interest policy and financial statements are available upon request. In addition, the financial statements are available on the website.

Filing and Contact Details

Filer

Filer Name
Immune Deficiency Foundation
EIN
52-1214782
Phone
4103216647
Address
110 WEST ROAD SUITE 300, TOWSON, MD 21204

Signing Officer

Name
Sarah Rose
Title
CFO
Phone
8002964433
Signed
2022-06-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sarah Rose
Formed
1980
Legal Domicile
De
Voting Board Members
17
Independent Board Members
17
Employees
48
Volunteers
232

Preparer

Firm
Hcfl
Address
1954 GREENSPRING DR STE 305, TIMONIUM, MD 21093
Preparer
Kalman Danziger CPA
Phone
4108284446
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4B

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. Idf's patient advocacy specialists fulfilled information requests from more than 3,260 individuals and families seeking education, information, and assistance regarding over 5,650 topics/subjects. Idf works throughout the year at the federal and state level to educate lawmakers and the public about issues that impact the pi community. A strong volunteer grassroots advocacy network works to educate policymakers about issues affecting those with pi. At idf advocacy day, 385 individuals met with and sent messages to members of congress to ensure that people with pi are able to live healthy and productive lives with excellent treatment options and access to the most appropriate healthcare available.

Form 990, Page 2, Part III, Line 4C

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 2 medical conferences and administering a consulting immunologist program that allows physicians to consult with an expert clinical immunologist about patient-specific questions to obtain valuable diagnostic, treatment, and disease management information. United states immunodeficiency network (usidnet) patient registry, which utilized a network of leading immunologists who collaborate to advance knowledge in the field of pi. A key component is a patient- consented registry, which has 7,885 registrants. Idf conducts national surveys and focus groups of patients, physicians, and other healthcare professionals, building a collection of quantifiable data related to primary immunodeficiencies. In 2021, there were 7 abstracts accepted and featured at national medical conferences and 6 manuscripts published in peer review scientific journals, all using usidnet data.

Form 990, Page 2, Part III, Line 4D

Other services to patients and families

Form 990, Part IX, Line 11G

Other fees 2,471,031 179,697 83,867

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ActivityOrMissionDesc0THE IMMUNE DEFICIENCY FOUNDATION (IDF) IMPROVES THE DIAGNOSIS, TREATMENT, AND QUALITY OF LIFE OF PEOPLE AFFECTED BY PRIMARY IMMUNODEFICIENCY THROUGH FOSTERING A COMMUNITY EMPOWERED BY ADVOCACY, EDUCATION, AND RESEARCH. IDF SEEKS TO ENSURE THAT EVERYONE IN THE U.S. AFFECTED BY PI HAS A FULLY INFORMED UNDERSTANDING OF THE PI DIAGNOSIS THAT AFFECTS THEM, ALL AVAILABLE TREATMENT OPTIONS, THE EXPECTED STANDARD OF CARE, AND ALL OF THEIR OPPORTUNITIES FOR CONNECTION AND SUPPORT WITHIN THE PI COMMUNITY.
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IRS990/Desc0IDF PROVIDED EDUCATIONAL PROGRAMS FOR PATIENTS AND FAMILIES LIVING WITH PRIMARY IMMUNODEFICIENCIES (PI). IN 2021, APPROXIMATELY 7,825 INDIVIDUALS ATTENDED MORE THAN 379 PRESENTATIONS. THESE INCLUDED IDF FORUMS, IDF GET CONNECTED GROUP MEETINGS, TEEN WEEK ACTIVITIES, THE IDF NATIONAL SUMMIT, RARE OF THE RARE, AND MEDICAL EXHIBITS. MORE THAN 119,650 IDF EDUCATIONAL MATERIALS WERE DISTRIBUTED.
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IRS990/MissionDesc0THE IMMUNE DEFICIENCY FOUNDATION IMPROVES THE DIAGNOSIS, TREATMENT, AND QUALITY OF LIFE OF PEOPLE AFFECTED BY PRIMARY IMMUNODEFICIENCY THROUGH FOSTERING A COMMUNITY EMPOWERED BY ADVOCACY, EDUCATION, AND RESEARCH.
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$18.8$1.36$17.4$10.1$9.61$0.52
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.4$1.44$15.9$8.99$7.40$1.58
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.6$1.53$13.0$8.85$7.94$0.92
2021Detailed filing. Detailed filing data is available for this year.$14.3$0.44$13.8$9.94$8.02$1.91
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.4$0.94$11.4$6.78$6.53$0.25
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.5$0.92$10.6$9.46$8.60$0.86
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.30$0.62$8.68$6.35$6.41$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.2$0.59$9.57$8.26$8.35$0.09
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.40$0.34$9.06$7.60$6.87$0.73
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.67$0.49$8.18$7.96$8.03$0.07
2014Detailed filing. Detailed filing data is available for this year.$8.95$0.42$8.54$7.07$6.04$1.03
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.91$0.31$7.60$6.50$5.92$0.58
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.01$0.22$6.79$4.58
2011Summary only. Only limited summary data is available for this year.$5.69$0.15$5.54$6.06$5.74$0.32
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.64$0.38$5.26$4.41