2024-05-14T14:25:40-05:00 2023-06-30 871353108 EISNER ADVISORY GROUP LLC 130 NORTH 18TH STREET SUITE 3000 PHILADELPHIA PA 191032757 990 2022-07-01 232655669 HEPATITIS B FOUNDATION HEPA 2154894900 3805 OLD EASTON ROAD DOYLESTOWN PA 18902 LOUIS P KASSA III CEO 2154894900 2024-05-13 1 LOUIS KASSA III 999009999 0 HELEN M MARTIN P01330899 2158818800 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z LOUIS P KASSA III 3805 OLD EASTON ROAD DOYLESTOWN PA 18902 6366732 0 X WWW.HEPB.ORG X 1991 PA THE MISSION OF THE HEPATITIS B FOUNDATION IS TO FIND A CURE FOR HEPATITIS B AND IMPROVE THE QUALITY OF LIFE FOR THOSE AFFECTED WORLDWIDE THROUGH RESEARCH, EDUCATION AND PATIENT ADVOCACY. 19 18 21 18 0 0 1950954 2179416 327749 705893 259698 -55474 102287 158544 2640688 2988379 115870 138771 0 0 1283809 1474356 0 0 399705 975249 1232148 2374928 2845275 265760 143104 16299322 20224712 2189254 1523211 14110068 18701501 THE MISSION OF THE HEPATITIS B FOUNDATION IS TO FIND A CURE FOR HEPATITIS B AND IMPROVE THE QUALITY OF LIFE FOR THOSE AFFECTED WORLDWIDE THROUGH RESEARCH, EDUCATION AND PATIENT ADVOCACY. 0 0 563998 19524 705893 RESEARCH - FUND SCIENTIFIC RESEARCH TO FIND A CURE FOR HEPATITIS B; COORDINATE THE ANNUAL INTERNATIONAL HBV MEETING; PROVIDE TRAINING OPPORTUNITIES AND INTERNSHIPS FOR YOUNG SCIENTISTS; AND HOST SINGLE TOPIC RESEARCH WORKSHOPS. 418952 OUTREACH PATIENT SUPPORT - MAINTAIN THE PRIMARY ONLINE PORTAL OF INFORMATION ABOUT HEPATITIS B AT WWW.HEPB.ORG; PROVIDE FREE INFORMATION AND REFERRAL SERVICES THROUGH EMAIL, TELEPHONE, MAIL AND SOCIAL MEDIA OUTLETS; AND PUBLISH FREE PRINT AND ELECTRONIC NEWSLETTERS AND EDUCATIONAL MATERIALS. 1269039 119247 PUBLIC HEALTH - CREATE COMPREHENSIVE DISEASE EDUCATION CAMPAIGNS IN THE UNITED STATES AND OTHER COUNTRIES; CREATE AND MANAGE LOCAL AND NATIONAL HEPATITIS B COALITIONS; CONDUCT PUBLIC HEALTH RESEARCH TO IMPROVE HEPATITIS B SCREENING AND REFERRAL TO CARE EFFORTS; PUBLISH RESULTS IN PEER REVIEWED JOURNALS TO SHARE PROMISING BEST PRACTICES AND LESSONS LEARNED; AND EDUCATE LOCAL AND NATIONAL POLICYMAKERS TO MAKE HEPATITIS B A PUBLIC HEALTH PRIORITY. 2251989 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 1 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 X 59 0 1 21 1 0 0 0 0 0 0 0 0 0 0 0 0 X 19 18 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY DC X PATTI MCALOON VP OF FINANCE 2154894900 3805 OLD EASTON ROAD DOYLESTOWN PA 18902 TIMOTHY M BLOCK PHD CHAIRMAN (FORMER PRES-RETIRED 6/22) 1.00 0.50 X X 0 106575 11336 JOEL ROSEN ESQ VICE-CHAIR 1.00 1.50 X X 0 0 0 CATHARINE WILLIAMS MGA VICE-CHAIR 1.00 X X 0 0 0 WAYNE YETTER MBA SECRETARY 1.00 1.00 X X 0 0 0 ELIZABETH SEEBER MBA TREASURER 1.00 2.00 X X 0 0 0 STANLEY BROADBENT DIRECTOR 0.50 X 0 0 0 CAROL BROSGART MD DIRECTOR 0.50 X 0 0 0 NATHANIEL BROWN MD DIRECTOR 0.50 X 0 0 0 LOREN DANZIS ESQ DIRECTOR 0.50 1.50 X 0 0 0 CRAIG ESTERLY MBA DIRECTOR 0.50 X 0 0 0 ANTHONY FORD-HUTCHINSON PHD DIRECTOR 0.50 X 0 0 0 DAVID GRUBER CPA DIRECTOR 0.50 X 0 0 0 RAMAN KAPUR MBA DIRECTOR 0.50 X 0 0 0 MARK PETTY DIRECTOR 0.50 0.50 X 0 0 0 LEWIS ROBERTS MB CHB PHD DIRECTOR 0.50 X 0 0 0 THOMAS SHENK PHD DIRECTOR 0.50 0.50 X 0 0 0 ELIZABETH SIGETY DIRECTOR 0.50 X 0 0 0 WALTER TSOU MD DIRECTOR 0.50 X 0 0 0 SU WANG MD MPH DIRECTOR 0.50 X 0 0 0 LOUIS P KASSA III MPA CHIEF EXECUTIVE OFFICER 10.00 30.00 X 0 245779 28925 CHARI COHEN PHD PRESIDENT 40.00 X 172240 0 31989 172240 352354 72250 1 0 1 0 0 125764 610000 592872 850780 2179416 RESEARCH MEETING AND CONVENTION 561499 705893 705893 705893 219771 219771 3053736 3328981 -275245 -275245 -275245 29440 125764 49372 -19932 -19932 MISCELLANEOUS 561499 178476 178476 178476 2988379 884369 0 -75406 138771 138771 227139 222393 4746 1048846 713677 42000 293169 19781 19781 83097 73685 -8190 17602 95493 71317 1140 23036 2078 2078 18300 18300 60750 60750 175071 161283 1500 12288 75354 55968 19386 49680 49374 106 200 232782 212034 1124 19624 15491 15491 INT'L HBV MTG VENUE & M 252596 252596 MISCELLANEOUS 200142 124954 75188 SCREENING & EDUCATION 53573 53573 SUPPLIES AND EQUIPMENT 45309 32362 8487 4460 51022 29252 11830 9940 2845275 2251989 193581 399705 245 245 337404 965678 98920 206614 13846 49987 35150 35150 0 0 2531048 2735195 13317859 16266993 16299322 20224712 92349 129072 70240 45623 700000 0 1326665 1348516 2189254 1523211 X 12763187 17411449 1346881 1290052 14110068 18701501 16299322 20224712 X 143104 399622 -9375 4058082 X X 0 0 0 X 1489605 1615064 2101131 1950954 2053652 9210406 1489605 1615064 2101131 1950954 2053652 9210406 971772 8238634 64983 64913 54745 151414 219771 555826 9583 8347 12492 122739 178476 331637 10097869 1729133 0.81590 0.79170 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 60750 60750 0 PART II-B, LINE 1: THE ORGANIZATION CONTRACTS WITH A FIRM THAT PROVIDES GOVERNMENT RELATIONS SERVICES. THESE SERVICES INCLUDE MONITORING AND REPORTING TO THE ORGANIZATION ON LEGISLATIVE, REGULATORY AND ADMINISTRATIVE MATTERS AFFECTING HEPATITIS AND VIRUS RESEARCH. 35150 35150 0 0 INTEREST IN AFFIL. 501(C)(3) 14203438 DUE FROM AFFILIATE 748169 INVESTMENT RABBI TRUST 1275787 OPERATING LEASE - RIGHT OF USE OF ASSET 39599 16266993 ASSETS HELD FOR OTHERS 35054 DUE TO AFFILIATE 1275787 OPERATING LEASE LIABILITIES 37675 1348516 X 2865377 0 2865377 123002 123002 2988379 2845275 0 2845275 0 2845275 PART X, LINE 2: THE FOUNDATION HAS BEEN CLASSIFIED BY THE INTERNAL REVENUE SERVICE AS AN ORGANIZATION EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IN ADDITION, THE FOUNDATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION OTHER THAN A PRIVATE FOUNDATION UNDER SECTION 509(A)(1). U.S. GAAP REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN AND RECOGNIZE A TAX LIABILITY, IF THE FOUNDATION HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY A GOVERNMENT AUTHORITY. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FOUNDATION AND HAS CONCLUDED THAT AS OF JUNE 30, 2023 AND 2022, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE FOUNDATION RECOGNIZES ACCRUED INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS, IF ANY. THERE WERE NO INCOME TAX RELATED INTEREST AND PENALTIES RECORDED FOR EITHER OF THE YEARS ENDED JUNE 30, 2023 OR 2022. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIVIDEND INCOME 219,771. REALIZED LOSS -275,245. MISC REVENUE 178,476. GALA 155204 125764 29440 5450 27533 5550 10839 155204 125764 29440 5450 27533 5550 10839 49372 -19932 1 VIETNAMESE AMERICAN CANCER FOUNDATION 17150 NEWHOPE STREET SUITE 203 FOUNTAIN VALLEY CA 92708 912170415 501(C)(3) 7500 0 FUNDING TO COALITION PARTNERS FOR PUBLIC AWARENESS AND OUTREACH PROGRAMS. ASSOCIATION OF ASIAN PACIFIC COMM HEALTH ORG PO BOX 590730 SAN FRANCISCO CA 94159 943050247 501(C)(3) 8000 0 FUNDING TO COALITION PARTNERS FOR PUBLIC AWARENESS AND OUTREACH PROGRAMS ASIAN HEALTH COALITION 1006 SMICHIGAN AVENUE SUITE 710 CHICAGO IL 60637 311607193 501(C)(3) 7500 0 FUNDING TO COALITION PARTNERS FOR PUBLIC AWARENESS AND OUTREACH PROGRAMS SAINT BARNABUS MEDICAL CENTER 94 OLD SHORT HILLS ROAD LIVINGSTON NJ 07039 221494440 501(C)(3) 7500 0 FUNDING TO COALITION PARTNERS FOR PUBLIC AWARENESS AND OUTREACH PROGRAMS AFRICAN HEALTH COALITION 1739 E 83RD STREET CHICAGO IL 60617 851286586 501(C)(3) 7500 0 FUNDING TO COALITION PARTNERS FOR PUBLIC AWARENESS AND OUTREACH PROGRAMS NATIONAL ASSOCIATION OF PASIFIKA ORGANIZATIONS 614 EAST EMMA AVE SUITE 113 SPRINGDALE AR 72764 871576742 501(C)(3) 7500 0 FUNDING TO COALITION PARTNERS FOR PUBLIC AWARENESS AND OUTREACH PROGRAMS INTERNATIONAL COMMUNITY HEALTH SERVICES PO BOX 3007 SEATTLE WA 981143007 910947084 501(C)(3) 7500 0 FUNDING TO COALITION PARTNERS FOR PUBLIC AWARENESS AND OUTREACH PROGRAMS PHILADELPHIA CHINATOWN DEVELOPMENT CORP 301-305 NORTH 9TH STREET PHILADELPHIA PA 19107 237439723 501(C)(3) 25000 0 FUNDING TO COALITION PARTNERS FOR PUBLIC AWARENESS AND OUTREACH PROGRAMS AFRICAN CULTURAL ALLIANCE OF N AMERICA 5530 CHESTER AVENUE 2ND FLOOR PHILADELPHIA PA 19143 233062024 501(C)(3) 8000 0 FUNDING TO COALITION PARTNERS FOR PUBLIC AWARENESS AND OUTREACH PROGRAMS 9 0 PART I, LINE 2: ADEQUATE FINANCIAL RECORDS FOR ANY GRANT-RELATED EXPENDITURES ARE MAINTAINED BY THE SUB-RECIPIENT AND MADE AVAILABLE FOR INSPECTION TO THE FOUNDATION. BUDGET REPORTS, PROGRAM PROGRESS REPORTS AND DETAILED INVOICES ARE SUBMITTED TO THE FOUNDATION FOR APPROVAL BY THE SENIOR VICE PRESIDENT. 0 0 0 0 0 0 0 0 0 LOUIS P KASSA III MPA CHIEF EXECUTIVE OFFICER 0 210779 0 35000 0 0 0 7542 0 21383 0 274704 0 0 CHARI COHEN PHD PRESIDENT 149240 0 23000 0 0 0 4746 0 27243 0 204229 0 0 0 PART I, LINE 3 THE COMPENSATION FOR TIMOTHY BLOCK AND LOUIS KASSA IS ESTABLISHED BY A RELATED ENTITY, THE BARUCH S. BLUMBERG INSTITUTE, VIA A COMPENSATION COMMITTEE, BOARD APPROVAL, AND WRITTEN EMPLOYMENT CONTRACTS. FORM 990, PART V, LINE 2B: SALARIES AND BENEFITS FOR EMPLOYEES CHARGED TO THE OPERATIONS OF HEPATITIS B FOUNDATION (HEP B) ARE PAID BY A RELATED ENTITY, THE BARUCH S BLUMBERG INSTITUTE (BSBI) AND ARE REIMBURSED BY HEP B. ALL PAYROLL TAX AND W-2 FILINGS ARE COMPLETED BY BSBI. FORM 990, PART VI, SECTION B, LINE 11B THE FEDERAL FORM 990 IS REVIEWED BY THE FINANCE COMMITTEE AND THEN REPORTED ON TO THE FOUNDATION'S BOARD PRIOR TO BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C EVERY BOARD MEMBER COMPLETES AND SIGNS A CONFLICT OF INTEREST DISCLOSURE STATEMENT, WHICH IS REVIEWED ANNUALLY WITH SENIOR MANAGEMENT AND EMPLOYEES, ENSURING COMPLIANCE WITH THE POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION FOR OFFICERS AND KEY EMPLOYEES IS ESTABLISHED BY A COMMITTEE, BOARD APPROVAL, AND WRITTEN EMPLOYMENT OFFER LETTERS. FORM 990, PART VI, SECTION C, LINE 19 THE FEDERAL FORM 990 IS AVAILABLE TO THE PUBLIC ON THE GUIDESTAR WEBSITE. NO OTHER DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC. FORM 990, PART XI, LINE 9: NET INCREASE IN NET ASSETS OF AFFILIATED 501(C)(3)-UNRESTRICTED 4,058,082. FORM 990, PART XII, LINE 2C: THE FINANCE COMMITTEE ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT. NO CHANGES HAVE BEEN MADE TO THIS PROCESS SINCE THE PRIOR YEAR. BARUCH S BLUMBERG INSTITUTE 3805 OLD EASTON ROAD DOYLESTOWN PA 18902 RESEARCH, EDUCATION AND PUBLIC HEALTH PA 501(C)(3) LINE 7 N/A 0 BUCKS COUNTY BIOTECHNOLOGY CENTER INC 3805 OLD EASTON ROAD DOYLESTOWN PA 18902 RENTAL REAL ESTATE, FOSTERING RESEARCH AND EDUCATION PA 501(C)(3) LINE 12A HEPATITIS B FOUNDATION 0 0 0 1 0 0 0 0 0 0 0 1 0 1 0 1 1 0 0 0