Charity Review

  • Issued: September 2014
  • Expires: July 2018

Epilepsy Foundation

Accredited Charity

Meets Standards


8301 Professional Place, Suite 200
Landover, MD 20785
Accredited Charity


8301 Professional Place, Suite 200
Landover, MD 20785
Accredited Charity

Accredited Charity

Meets Standards

Standards For Charity Accountability


  1. Board Oversight

    Standard 1 (Oversight of Operations and Staff)

    Organizations shall have a board of directors that provides adequate oversight of the charity's operations and its staff. Indication of adequate oversight includes, but is not limited to, regularly scheduled appraisals of the CEO's performance, evidence of disbursement controls such as board approval of the budget, fund raising practices, establishment of a conflict of interest policy, and establishment of accounting procedures sufficient to safeguard charity finances.

    The organization meets this standard.

  2. Board Size

    Standard 2 (Number of Board Members)

    Soliciting organizations shall have a board of directors with a minimum of five voting members.

    The organization meets this standard.

  3. Board Meetings

    Standard 3 (Frequency and Attendance of Board Meetings)

    An organization shall have a minimum of three evenly spaced meetings per year of the full governing body with a majority in attendance, with face-to-face participation. A conference call of the full board can substitute for one of the three meetings of the governing body. For all meetings, alternative modes of participation are acceptable for those with physical disabilities.

    The organization meets this standard.

  4. Board Compensation

    Standard 4 (Compensated Board Members)

    Not more than one or 10% (whichever is greater) directly or indirectly compensated person(s) serving as voting member(s) of the board. Compensated members shall not serve as the board's chair or treasurer.

    The organization meets this standard.

  5. Conflict of Interest

    Standard 5 (Conflict of Interest)

    No transaction(s) in which any board or staff members have material conflicting interests with the charity resulting from any relationship or business affiliation. Factors that will be considered when concluding whether or not a related party transaction constitutes a conflict of interest and if such a conflict is material, include, but are not limited to: any arm's length procedures established by the charity; the size of the transaction relative to like expenses of the charity; whether the interested party participated in the board vote on the transaction; if competitive bids were sought and whether the transaction is one-time, recurring or ongoing.

    The organization meets this standard.

Measuring Effectiveness

  1. Effectiveness Policy

    Standard 6 (Board Policy on Effectiveness)

    Have a board policy of assessing, no less than every two years, the organization's performance and effectiveness and of determining future actions required to achieve its mission.

    The organization meets this standard.

  2. Effectiveness Report

    Standard 7 (Board Approval of Written Report on Effectiveness)

    Submit to the organization's governing body, for its approval, a written report that outlines the results of the aforementioned performance and effectiveness assessment and recommendations for future actions.

    The organization meets this standard.


  1. Program Expenses

    Standard 8 (Program Service Expense Ratio)

    Spend at least 65% of its total expenses on program activities.

    The organization meets this standard.

  2. Fundraising Expenses

    Standard 9 (Fund Raising Expense Ratio)

    Spending should be no more than 35% of related contributions on fund raising. Related contributions include donations, legacies, and other gifts received as a result of fund raising efforts.

    The organization meets this standard.

  3. Accumulating Funds

    Standard 10 (Ending Net Assets)

    Avoid accumulating funds that could be used for current program activities. To meet this standard, the charity's unrestricted net assets available for use should not be more than three times the size of the past year's expenses or three times the size of the current year's budget, whichever is higher.

    The organization meets this standard.

  4. Audit Report

    Standard 11 (Financial Statements)

    Make available to all, on request, complete annual financial statements prepared in accordance with generally accepted accounting principles. When total annual gross income exceeds $500,000, these statements should be audited in accordance with generally accepted auditing standards. For charities whose annual gross income is less than $500,000, a review by a certified public accountant is sufficient to meet this standard. For charities whose annual gross income is less than $250,000, an internally produced, complete financial statement is sufficient to meet this standard.

    The organization meets this standard.

  5. Detailed Expense Breakdown

    Standard 12 (Detailed Functional Breakdown of Expenses)

    Include in the financial statements a breakdown of expenses (e.g., salaries, travel, postage, etc.) that shows what portion of these expenses was allocated to program, fund raising, and administrative activities. If the charity has more than one major program category, the schedule should provide a breakdown for each category.

    The organization meets this standard.

  6. Accurate Expense Reporting

    Standard 13 (Accuracy of Expenses in Financial Statements)

    Accurately report the charity's expenses, including any joint cost allocations, in its financial statements. For example, audited or unaudited statements which inaccurately claim zero fund raising expenses or otherwise understate the amount a charity spends on fund raising, and/or overstate the amount it spends on programs will not meet this standard.

    The organization meets this standard.

  7. Budget Plan

    Standard 14 (Budget)

    Have a board-approved annual budget for its current fiscal year, outlining projected expenses for major program activities, fund raising, and administration.

    The organization meets this standard.

Fundraising & Info

  1. Truthful Materials

    Standard 15 (Misleading Appeals)

    Have solicitations and informational materials, distributed by any means, that are accurate, truthful and not misleading, both in whole and in part. Appeals that omit a clear description of program(s) for which contributions are sought will not meet this standard. A charity should also be able to substantiate that the timing and nature of its expenditures are in accordance with what is stated, expressed, or implied in the charity's solicitations.

    The organization meets this standard.

  2. Annual Report

    Standard 16 (Annual Report)

    Have an annual report available to all, on request, that includes: (a) the organization's mission statement, (b) a summary of the past year's program service accomplishments, (c) a roster of the officers and members of the board of directors, (d) financial information that includes (i) total income in the past fiscal year, (ii) expenses in the same program, fund raising and administrative categories as in the financial statements, and (iii) ending net assets.

    The organization meets this standard.

  3. Website Disclosures

    Standard 17 (Web Site Disclosures)

    Include on any charity websites that solicit contributions, the same information that is recommended for annual reports, as well as the mailing address of the charity and electronic access to its most recent IRS Form 990.

    The organization meets this standard.

  4. Donor Privacy

    Standard 18 (Privacy for Written Appeals & Internet Privacy)

    Address privacy concerns of donors by (a) providing in written appeals, at least annually, a means (e.g., such as a check off box) for both new and continuing donors to inform the charity if they do not want their name and address shared outside the organization, (b) providing a clear, prominent and easily accessible privacy policy on any of its websites that tells visitors (i) what information, if any, is being collected about them by the charity and how this information will be used, (ii) how to contact the charity to review personal information collected and request corrections, (iii) how to inform the charity (e.g., a check off box) that the visitor does not wish his/her personal information to be shared outside the organization, and (iv) what security measures the charity has in place to protect personal information.

    The organization meets this standard.

  5. Cause Marketing Disclosures

    Standard 19 (Cause Related Marketing)

    Clearly disclose how the charity benefits from the sale of products or services (i.e., cause-related marketing) that state or imply that a charity will benefit from a consumer sale or transaction. Such promotions should disclose, at the point of solicitation: (a) the actual or anticipated portion of the purchase price that will benefit the charity (e.g., 5 cents will be contributed to abc charity for every xyz company product sold), (b) the duration of the campaign (e.g., the month of October), (c) any maximum or guaranteed minimum contribution amount (e.g., up to a maximum of $200,000).

    The organization meets this standard.

  6. Complaints

    Standard 20 (Complaints)

    Respond promptly to and act on complaints brought to its attention by the BBB Wise Giving Alliance and/or local Better Business Bureaus about fund raising practices, privacy policy violations and/or other issues.

    The organization meets this standard.


Epilepsy Foundation meets the 20 Standards for Charity Accountability.


Number of complaints processed by the BBB in the last 36 months: 3.

Mailing List/Phone List Removal

The organization addressed the complaint issues brought to its attention: 3.

(These complaints involve an individual seeking to have his or her name and contact information removed from the organization's mailing and telemarketing list.)


  • Year, State Incorporated

    1967, DE

  • Affiliates

    EF Alabama
    EF Arizona
    EF Central & South Texas
    EF Chesapeake Region
    EF Colorado
    EF Connecticut
    EF Delaware
    EF East Tennessee
    EF Eastern Pennsylvania
    EF Florida
    EF Georgia
    EF Greater Chicago
    EF Greater Cincinnati and Columbus
    EF Greater Los Angeles
    EF Greater Southern Illinois
    EF Hawaii
    EF Heart of Wisconsin
    EF Idaho
    EF Indiana
    EF Kentuckiana
    EF Long Island
    EF Louisiana
    EF Metropolitan New York
    EF Metropolitan Washington
    EF Michigan
    EF Middle & West Tennessee
    EF Minnesota
    EF Mississippi
    EF Missouri & Kansas
    EF New England
    EF New Jersey
    EF North Carolina
    EF North/Central Illinois Iowa & Nebraska
    EF Northeastern New York
    EF Northern California
    EF Northwest
    EF Rochester-Syracuse-Binghamton
    EF San Diego County
    EF Southeast Tennessee
    EF Southeast Wisconsin
    EF Texas - Houston/Dallas-Fort Worth/West Texas
    EF Vermont
    EF Virginia
    EF Western Ohio
    EF Western Wisconsin
    EF Western/Central Pennsylvania
    Sociedad Puertorriquena De Epilepsia

  • Stated Purpose

    to stop seizures and SUDEP, find a cure and overcome the challenges created by epilepsy through efforts including education, advocacy and research to accelerate ideas into therapies.


EF provides programs, services and support in local communities. The organization works to encourage innovation in accelerating new treatments and therapies. In addition, EF educates about proper seizure awareness, recognition and first aid and advocates for improved rights and regulations involving people living with epilepsy. Some ($256,372 or 2%) of EF's programs are conducted in conjunction with fund raising appeals.

For the year ended June 30, 2013, Epilepsy Foundation's program expenses were:

Research $3,518,013
Public health education $2,457,434
Professional education and training $53,230
Commnity services $4,992,282
Patient services $862,710
Total Program Expenses: $11,883,669

Governance & Staff

  • Chief Executive

    Philip M. Gattone, President and Chief Executive Officer

  • Compensation*


  • Chair of the Board

    Warren Lammert

  • Chair's Profession / Business Affiliation

    Business Afflilation

  • Board Size


  • Paid Staff Size


*2013 compensation, as reported by the charity, includes annual salary and, if applicable, benefit plans, expense accounts, and other allowances. In September 2012, Anthony Coelho assumed the role of Interim CEO and received $43,154 in compensation as reported in the 2012 IRS Form 990.


Method(s) Used:

Direct mail, telemarketing, special events, print advertisements, grant proposals, Internet appeals, planned giving, and cause-related marketing.

EF incurred joint costs of $733,360 for informational materials and activities that included fund raising materials. Of those costs $476,988 was allocated to fund raising expenses and $256,372 was allocated to program expenses.

Fundraising costs were 15% of related contributions. (Related contributions, which totaled $12,894,874, are donations received as a result of fundraising activities.)

Tax Status

This organization is tax-exempt under section 501(c)(3) of the Internal Revenue Code. It is eligible to receive contributions deductible as charitable donations for federal income tax purposes.


The following information is based on Epilepsy Foundation's audited financial statements - combined for the year ended June 30, 2013.

Source of Funds
Contributions $6,989,633
Government grants $5,448,005
Investment income $887,763
Affiliate fees $482,363
Epilepsy therapy contribution $458,133
Special events, net $450,382
Change in value of split interest agreements $211,159
Miscellaneous revenue $166,949
Advertising $142,053
Rescindments of research grants $39,940
Sales of materials, net $10,509
Donated clothing poundage revenue, net ($135,199)
Total Income $15,151,690
  • Programs: 77%
  • Fundraising: 13%
  • Administrative: 10%
Total Income $15,151,690
Program expenses $11,883,669
Fundraising expenses $1,971,504
Administrative expenses $1,610,393
Other expenses $0
Total expenses: $15,465,566
Expenses in Excess of Income (($313,876))
Beginning Net Assets $13,111,439
Other Changes In Net Assets $0
Ending Net Assets $12,797,563
Total Liabilities $5,303,334
Total Assets $18,100,897

An organization may change its practices at any time without notice. A copy of this report has been shared with the organization prior to publication. It is not intended to recommend or deprecate, and is furnished solely to assist you in exercising your own judgment. If the report is about a charity and states the charity meets or does not meet the Standards for Charity Accountability, it reflects the results of an evaluation of information and materials provided voluntarily by the charity. The name Better Business Bureau is a registered service mark of the Council of Better Business Bureaus, Inc.

This report is not to be used for fundraising or promotional purposes.