COPD FOUNDATION INC

EIN: 201048322 501(c)(3) Diseases & Disorders

MIAMI, FL

Total Revenue
$14,381,344
Total Expenses
$12,606,054
Total Assets
$12,515,154
Net Assets
$7,338,155
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Financial Trends

Organization Details

Formation Year
2004
Legal Domicile
FL
Principal Officer
KALEO CURTIS
Phone
8667312673
Tax Period
2024-07-01 to 2025-06-30

COPD FOUNDATION INC, founded in 2004, is a mid-sized nonprofit in the Diseases & Disorders sector that reported $14.4M in total revenue in fiscal year 2024. Revenue surged 31% from the prior year, signaling strong growth momentum. Expenses of $12.6M left a modest 12% surplus.

Mission

THE COPD FOUNDATION WAS ESTABLISHED TO IMPROVE THE LIVES OF PEOPLE WITH COPD, BRONCHIECTASIS, AND NONTUBERCULOUS MYCOBACTERIAL (NTM) LUNG DISEASE THROUGH INITIATIVES THAT EXPAND SERVICES AND SPEED INNOVATIONS WHICH WILL MAKE TREATMENT MORE EFFECTIVE AND AFFORDABLE.WE DO THIS THROUGH SCIENTIFIC RESEARCH, EDUCATION, ADVOCACY, AND AWARENESS WITH THE GOAL OF DISEASE PREVENTION, SLOWED PROGRESSION, AND ULTIMATELY A CURE.

Program Service Accomplishments

Program 1
Expenses: $3,282,165

RESEARCH & MEDICALTHE COPD FOUNDATION RESEARCH TEAM ENGAGES WITH MULTIPLE INDIVIDUALS AND ORGANIZATIONS TO SUPPORT RESEARCH STUDIES AND CLINICAL TRIALS. THESE STUDIES FOCUS ON A WIDE RANGE OF TOPICS...

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RESEARCH & MEDICALTHE COPD FOUNDATION RESEARCH TEAM ENGAGES WITH MULTIPLE INDIVIDUALS AND ORGANIZATIONS TO SUPPORT RESEARCH STUDIES AND CLINICAL TRIALS. THESE STUDIES FOCUS ON A WIDE RANGE OF TOPICS THAT ALIGN WITH THE FOUNDATION MISSION. THESE INCLUDE PATIENT SYMPTOM TREATMENT, VIRTUAL COPD MANAGEMENT TOOLS, PATIENT FEEDBACK ON SCREENING TOOLS, AND DEVELOPMENT OF NEW THERAPIES AND MEDICAL DEVICES TO ADDRESS UNMET NEEDS. THE COPD FOUNDATION RESEARCH TEAM ALSO PARTICIPATED IN SEVERAL ACTIVITIES THAT ARE TARGETING PEOPLE WITH EARLY COPD WITH THE AIM TO DEVELOP APPROACHES THAT CAN BE USED TO SLOW DISEASE PROGRESSION THESE INCLUDE AN AMERICAN THORACIC SOCIETY EARLY DISEASE WORKING GROUP, CO-CHAIRED BY THE COPD FOUNDATION AND DISCUSSIONS RELATED TO THE DESIGN AND CONDUCT OF CLINICAL TRIALS IN PATIENTS WITH EARLY DISEASE.THE COPD FOUNDATION IS CONTINUING THE WORK OF THE PATIENT INSPIRED VALIDATION OF OUTCOME TOOLS (PIVOT) PROJECT. PIVOT WAS ESTABLISHED TO BE A DRIVING FORCE FOR INTEGRATING THE PATIENT AND THE PATIENT VOICE INTO CLINICAL OUTCOME MEASUREMENT VALIDATION AND SELECTION FOR USE IN CHRONIC LUNG DISEASE RESEARCH AND CLINICAL TRIALS. THE PIVOT PROJECT HAS PRODUCED TWO MANUSCRIPTS, ONE TO DESCRIBE THE OBJECTIVES OF PIVOT AND A SECOND REPORTING THE FIRST RESULTS OF ANALYSIS OF WHAT MATTERS MOST TO PATIENTS WITH COPD. OVER THE NEXT YEAR THE PIVOT TEAM WILL CONDUCT A SURVEY OF COPD PATIENTS TO BETTER UNDERSTAND THE HETEROGENEITY IN HOW COPD PATIENTS EXPERIENCE THEIR DISEASE IN THEIR DAILY LIVES AND WHAT IS MOST IMPORTANT TO THEM IN TERMS OF UNMET NEEDS. IN THE COMING YEAR, THE PIVOT TEAM WILL ALSO BEGIN SIMILAR WORK IN NON-CYSTIC FIBROSIS BRONCHIECTASIS.THE COPD FOUNDATION CONTINUES TO PRIORITIZE THE DEVELOPMENT OF ITS PATIENT POWERED RESEARCH NETWORK OR PPRN, A NETWORK IN WHICH PATIENTS ARE RECRUITED TO SHARE THEIR HEALTH INFORMATION AND DISEASE IMPACT. PATIENT PROVIDED HEALTH INFORMATION IS STORED IN A SECURE DATABASE AND IS USED TO SUPPORT PROJECTS WHERE PATIENT INPUT IS NEEDED. THE PPRN IS CURRENTLY BEING USED TO SUPPORT MULTIPLE ONGOING RESEARCH STUDIES AND CLINICAL TRIAL ACTIVITIES.

Program 2
Expenses: $3,658,163

BRONCHIECTASIS & NTM ASSOCIATIONTHE COPD FOUNDATION WAS APPROVED TO DO BUSINESS AS THE BRONCHIECTASIS AND NTM ASSOCIATION. WITH THIS APPROVAL, WE EMBARKED ON A REBRANDING EFFORT, ENSURING OUR...

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BRONCHIECTASIS & NTM ASSOCIATIONTHE COPD FOUNDATION WAS APPROVED TO DO BUSINESS AS THE BRONCHIECTASIS AND NTM ASSOCIATION. WITH THIS APPROVAL, WE EMBARKED ON A REBRANDING EFFORT, ENSURING OUR COMMITMENT AND DEDICATION TO THIS PATIENT COMMUNITY.WE HAD ANOTHER SUCCESSFUL WORLD BRONCHIECTASIS DAY CAMPAIGN, REACHING OVER 2 MILLION PEOPLE. THE CAMPAIGN ALLOWED US TO BRING TOGETHER NEARLY 20 PATIENT ADVOCACY ORGANIZATIONS AND PROFESSIONAL SOCIETIES TO COLLABORATE IN SPREADING AWARENESS AND EDUCATION ON BRONCHIECTASIS.THE GOAL OF THE BRONCHIECTASIS AND NTM RESEARCH REGISTRY IS TO SUPPORT COLLABORATIVE RESEARCH AND ASSIST IN THE PLANNING OF MULTI-CENTER CLINICAL TRIALS FOR THE TREATMENT OF NON-CF BRONCHIECTASIS AND/OR NTM LUNG DISEASE. OVER THE COURSE OF THE YEAR, THE REGISTRY CONTINUED ENROLLING AND COLLECTING LONGITUDINAL DATA ON PARTICIPANTS, REACHING OVER 8,000 PARTICIPANTS AND UP TO 16 YEARS OF DATA ON SOME PARTICIPANTS. SEVERAL REGISTRY ABSTRACTS WERE PRESENTED AT INTERNATIONAL CONFERENCES AND MANUSCRIPTS WERE PUBLISHED AS A RESULT OF THE REGISTRY DATA COLLECTION. IN ADDITION, THE REGISTRY WAS UTILIZED TO FACILITATE RECRUITMENT INTO MAJOR CLINICAL TRIALS IN THIS SPACE.THE BRONCHIECTASIS AND NTM CARE CENTER NETWORK'S MISSION IS TO REDUCE THE TIME TO DIAGNOSIS AND SUPPORT HIGH QUALITY CARE FOR THIS PATIENT POPULATION. THE CARE CENTER NETWORK SUCCESSFULLY ONBOARDED 33 CENTERS AND CONTINUED PLANNING FOR THE NEXT REQUEST FOR APPLICATIONS.

Program 3
Expenses: $714,987

COMMUNITYTHE COPD360 COMMUNITY ENGAGEMENT COMMITTEE (COPD360CENCO), A DIVERSE PATIENTS AND CAREGIVERS COMMITTEE, CONTINUED TO MEET MONTHLY TO PROVIDE THE VOICE OF PATIENTS AND CAREGIVERS TO ALL THE...

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COMMUNITYTHE COPD360 COMMUNITY ENGAGEMENT COMMITTEE (COPD360CENCO), A DIVERSE PATIENTS AND CAREGIVERS COMMITTEE, CONTINUED TO MEET MONTHLY TO PROVIDE THE VOICE OF PATIENTS AND CAREGIVERS TO ALL THE COPD FOUNDATION'S EFFORTS, AND TO SUPPORT ITS INTERACTIONS WITH OTHER HEALTH CARE AND ADVOCACY ORGANIZATIONS. PATIENT AND CAREGIVER INVOLVEMENT IN GOVERNANCE AND EDUCATION IS THE MODEL ON WHICH THE COPD FOUNDATION WAS ESTABLISHED. WITH THAT CENTRAL GOAL, THE COPD FOUNDATION HAS BUILT TRUST WITHIN ITS MEMBERSHIP AND RELATED STAKEHOLDER GROUPS.MEMBERSHIP IN THE COPD FOUNDATION CAPTAINS PROGRAM GREW BY 13%. CAPTAINS SPREAD COPD AWARENESS IN THEIR STATE AND LOCAL AREAS, MENTOR FELLOW COPD COMMUNITY MEMBERS, AND PARTICIPATE IN GRASSROOTS ADVOCACY AND COMMUNITY BUILDING ACTIVITIES FOCUSED ON HEALTH POLICY ISSUES THAT ARE IMPORTANT TO THOSE WHO HAVE COPD AND OTHER CHRONIC LUNG DISEASES. THE COPD FOUNDATION CONTINUES TO SUPPORT PATIENT WELLBEING BY PROVIDING FREE MONTHLY SUPPORT GROUPS FOR PATIENTS AND CAREGIVERS. SUPPORT GROUPS ARE AVAILABLE FOR BOTH PATIENTS WITH COPD AND PATIENTS WITH BRONCHIECTASIS AND (NONTUBERCULOUS MYCOBACTERIAL) NTM LUNG DISEASE. HUNDREDS OF PATIENTS ATTEND THESE MEETINGS EACH MONTH TO DISCUSS THEIR EXPERIENCES AND LEARN ABOUT TOPICS SUCH AS STAYING HEALTHY DURING THE HOLIDAYS AND TALKING TO THEIR HEALTH CARE PROVIDERS ABOUT THEIR SPECIFIC ISSUES AND SYMPTOMS.

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $13,595,105
Program Service Revenue $189,245
Investment Income $544,334
Other Revenue $52,660
TOTAL REVENUE $14,381,344

Expense Breakdown

Grants Paid $0
Salaries & Benefits $5,063,571
Fundraising Expenses $999,258
Program Expenses $8,986,675
Other Expenses $7,542,483
TOTAL EXPENSES $12,606,054

Year-over-Year Comparison

2024 2023 Change
Revenue $14,381,344 $10,974,474 +0.3%
Expenses $12,606,054 $10,855,388 +0.2%
Net Income $1,775,290 $119,086 +13.9%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
18
Independent Members
18
Employees
46
Volunteers
337

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$970,397
Total Directors
18
$0
Key Employees
0
$0
Highest Compensated
4
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JAMES D CRAPO MD BOARD CHAIR 10.00
Director
$0 $0 $0
VALERIE CHANG ESQ VICE CHAIR 2.00
Officer Director
$0 $0 $0
RICHARD CASABURI PHD MD DIRECTOR 2.00
Director
$0 $0 $0
STEW COGAN ESQ DIRECTOR 2.00
Director
$0 $0 $0
PHYLISS DILORENZO DIRECTOR 2.00
Director
$0 $0 $0
MARK DRANSFIELD MD DIRECTOR 2.00
Director
$0 $0 $0
LEONARD FROMER MD DIRECTOR 2.00
Director
$0 $0 $0
MEILAN HAN MD DIRECTOR 2.00
Director
$0 $0 $0
JIM HARRIS DIRECTOR 2.00
Director
$0 $0 $0
JERRY KRISHNAN PHD DIRECTOR 2.00
Director
$0 $0 $0
DAVID MANNINO PHD DIRECTOR 2.00
Director
$0 $0 $0
WILLIAM PILKINGTON DPA MPA MA DIRECTOR 2.00
Director
$0 $0 $0
CINDY PRAEGER EMP DIRECTOR 2.00
Director
$0 $0 $0
MIKE ROGERS DIRECTOR 2.00
Director
$0 $0 $0
JEAN ROMMES PHD DIRECTOR 2.00
Director
$0 $0 $0
RISA STACK PHD DIRECTOR 2.00
Director
$0 $0 $0
BYRON M THOMASHOW MD DIRECTOR 2.00
Director
$0 $0 $0
JOHN TORRENCE DIRECTOR 2.00
Director
$0 $0 $0
VINCENT MALANGA EVP, CHIEF INFORMATION OFFICER 40.00
Officer
$220,776 $19,380 $240,156
ELISHA MALANGA CHIEF CORPORATE RELATIONS OFFICER 40.00
Officer
$165,743 $39,531 $205,274
KALEO CURTIS CHIEF FINANCIAL OFFICER 40.00
Officer
$168,644 $31,524 $200,168
JEAN WRIGHT MD MBA CHIEF EXECUTIVE OFFICER 40.00
Officer
$295,381 $29,418 $324,799
SASHA LAVIN SR DIRECTOR OF FINANCE 40.00
Highest
$141,238 $16,362 $157,600
CRYSTAL ROTHHAAR VP, MARKETING & COMMUNICATIONS 40.00
Highest
$150,024 $18,273 $168,297
DELIA PRIETO OLIVER VP, BRONCHIECTASIS OPERATIONS 40.00
Highest
$123,543 $17,328 $140,871
PETER AMARI VP, INFORMATION TECHNOLOGY & DESIGN 40.00
Highest
$119,329 $0 $119,329
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $14,381,344 $12,606,054 $12,515,154 $1,775,290
2024 No data No data No data No data
2023 $7,966,723 $9,649,179 $8,911,710 $-1,682,456
2022 $7,994,347 $8,513,991 $9,619,205 $-519,644
2021 $8,973,655 $8,516,717 $10,791,127 $456,938
2020 $9,433,584 $8,894,249 $10,533,837 $539,335
2019 $10,107,887 $10,704,174 $9,184,199 $-596,287
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