2025-04-03T12:55:11-05:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 420 SOUTH ORANGE AVENUE SUITE 900 ORLANDO FL 32801 990 2024-01-01 593187624 JAEB CENTER FOR HEALTH RESEARCH FOUNDATION INC JAEB 8139758690 15310 AMBERLY DRIVE 350 TAMPA FL 33647 ERICA M VOGT TREASURER 8139758690 2025-03-31 1 1 TINA HENTON P00630282 4078021200 2025-03-31 2024 2025-03-06 01:10:19Z ADAM GLASSMAN 15310 AMBERLY DRIVE 350 TAMPA FL 33647 54183271 0 X WWW.JAEB.ORG X 1998 FL DESIGN AND CONDUCT WORLD-CLASS CLINICAL TRIALS AND EPIDEMIOLOGIC RESEARCH. 5 4 190 4 0 0 35083784 32326515 17927381 18960490 209814 325075 0 34593 53220979 51646673 911714 9698833 0 0 18429062 20497067 0 0 0 25547640 29973426 44888416 60169326 8332563 -8522653 23767716 21082347 19487316 25337257 4280400 -4254910 X OUR MISSION IS TO EXPAND SCIENTIFIC KNOWLEDGE AND IMPROVE PUBLIC HEALTH BY DESIGNING AND CONDUCTING WORLD-CLASS CLINICAL TRIALS AND EPIDEMIOLOGIC RESEARCH. 0 0 51988513 9698833 18960490 SEE SCHEDULE O 51988513 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 134 0 1 190 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 4 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 X X ERICA VOGT 8139758690 15310 AMBERLY DRIVE SUITE 350 TAMPA FL 33647 ROY BECK MEDICAL DIRECTOR 40.00 1.00 X 503353 0 120835 DANA BALL DIRECTOR 1.00 1.00 X 0 0 0 NEIL BRESSLER DIRECTOR 1.00 1.00 X 0 0 0 ANNE LINDBLAD DIRECTOR 1.00 1.00 X 0 0 0 SHAN SHIKARPURI DIRECTOR 1.00 1.00 X 0 0 0 ERICA VOGT CHIEF FINANCIAL OFFICER 40.00 1.00 X 243550 0 53629 ADAM GLASSMAN PRESIDENT 40.00 1.00 X 342541 0 79366 JEANNIE PERKINS CHIEF RESEARCH COMPLIANCE 40.00 0.00 X 192580 0 44445 CRAIG KOLLMAN DIRECTOR OF BIOSTATISTICS 40.00 0.00 X 251335 0 59531 ALLISON AYALA BIOSTATISTICIAN IV 40.00 0.00 X 195142 0 43879 B MICHELE MELIA BIOSTATISTICIAN V 40.00 0.00 X 230500 0 51320 PETER CALHOUN BIOSTATISTICIAN IV 40.00 0.00 X 210542 0 50037 RAYMOND KRAKER EPIDEMIOLOGIST IV 40.00 0.00 X 174001 0 43879 2343544 0 546921 97 0 1 0 COGNIZANT WORLDWIDE LIMITED 280 BISHOPGATE LONDON EC2M4AG UK SOFTWARE DEVELOPMENT 623750 FEDERAL EXPRESS 3610 HACKS CROSS ROAD MEMPHIS TN 38125 SHIPPING SERVICES 514208 6 19495807 12830708 32326515 INDUSTRY PROGRAM SERVICE EXCHANGE 541700 18960490 18960490 18960490 241673 241673 2620000 2536598 83402 83402 83402 MISCELLANEOUS INCOME 900099 34593 34593 34593 51646673 18960490 0 359668 9698833 9698833 1580299 489486 1090813 16651048 12474871 4176177 934319 730031 204288 95844 95844 1235557 884594 350963 30819 30819 91591 91591 4229 4229 877892 737455 140437 14393 12659 1734 511197 511197 1011918 172690 839228 282335 282335 1239636 1157038 82598 97495 97495 170917 170917 SUBCONTRACTOR PAYMENTS 21674686 21674686 RESEARCH EXPENSES 3781403 3781403 TRAINING 41041 41041 DUES & SUBSCRIPTIONS 36682 36682 107192 78923 28269 60169326 51988513 8180813 0 9063779 2863735 2633881 8968703 7699495 5245794 12138 464581 1472099 1687681 1139099 238450 548582 2574929 1067835 1080463 915599 23767716 21082347 4597583 2792914 13768197 21568416 1121536 975927 19487316 25337257 X 4280400 -4254910 4280400 -4254910 23767716 21082347 -8522653 -12657 0 X 0 1 X 1 1 1 X 31738886 24875930 28983474 35083784 32326515 153008589 31738886 24875930 28983474 35083784 32326515 153008589 8539006 144469583 59752 2389 5171 206410 241673 515395 34595 34595 153558579 57907160 0.94080 0.90780 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 143971 14397 129574 1543710 1124702 419008 548582 LEASE LIABILITY 975927 975927 1 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 27 PROGRAM SERVICES CLINICAL RESEARCH SITES CONTRACTED TO ENROLL PATIENTS AND CONDUCT RESEARCH ACTIVITIES 455725 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 26 PROGRAM SERVICES CLINICAL RESEARCH SITES CONTRACTED TO ENROLL PATIENTS AND CONDUCT RESEARCH ACTIVITIES 1096377 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, 0 3 PROGRAM SERVICES CLINICAL RESEARCH SITES CONTRACTED TO ENROLL PATIENTS AND CONDUCT RESEARCH ACTIVITIES 92299 EAST ASIA AND THE PACIFIC 0 2 PROGRAM SERVICES CLINICAL SITES WHERE PATIENTS ARE ENROLLED IN US-COORDINATED CLINICAL TRIALS. 3893 SOUTH AMERICA 0 6 PROGRAM SERVICES CLINICAL SITES WHERE PATIENTS ARE ENROLLED IN US-COORDINATED CLINICAL TRIALS. 245685 0 64 0 0 0 64 1893979 0 1893979 0 0 0 0 0 0 PART I, LINE 2: THE ONLY GRANTS OR ASSISTANCE USED OUTSIDE THE US ARE FOR PROGRAM SERVICES (CLINICAL SITES) IN THE CONDUCT OF CLINICAL TRIALS. SUBRECIPIENTS (SITES) OUTSIDE THE US ARE MONITORED USING THE SAME PROCEDURES AS IS REQUIRED FOR SUBRECIPIENTS (SITES) INSIDE THE US. 1 JAEB CENTER RESEARCH TRUST INC 15310 AMBERLY DRIVE TAMPA FL 33647 270717710 501(C)(3) 9698833 0 N/A N/A GENERAL SUPPORT 1 0 PART I, LINE 2: JCHR MADE GRANTS ONLY TO ITS OWN RELATED ORGANIZATION. X X X 0 0 0 0 0 0 0 0 0 ROY BECK MEDICAL DIRECTOR 503353 0 0 0 0 0 30500 0 90335 0 624188 0 0 0 ADAM GLASSMAN PRESIDENT 342541 0 0 0 0 0 33241 0 46125 0 421907 0 0 0 CRAIG KOLLMAN DIRECTOR OF BIOSTATISTICS 251335 0 0 0 0 0 19335 0 40196 0 310866 0 0 0 ERICA VOGT CHIEF FINANCIAL OFFICER 243550 0 0 0 0 0 34550 0 19079 0 297179 0 0 0 B MICHELE MELIA BIOSTATISTICIAN V 230500 0 0 0 0 0 30500 0 20820 0 281820 0 0 0 PETER CALHOUN BIOSTATISTICIAN IV 210542 0 0 0 0 0 32996 0 17041 0 260579 0 0 0 ALLISON AYALA BIOSTATISTICIAN IV 195142 0 0 0 0 0 23000 0 20879 0 239021 0 0 0 JEANNIE PERKINS CHIEF RESEARCH COMPLIANCE 192580 0 0 0 0 0 23000 0 21445 0 237025 0 0 0 RAYMOND KRAKER EPIDEMIOLOGIST IV 174001 0 0 0 0 0 2512 0 41367 0 217880 0 0 0 PART I, LINE 3 THE BOARD OF DIRECTORS SHALL ANNUALLY REVIEW AND APPROVE THE COMPENSATION OF THE CORPORATE OFFICERS, ANY KEY EMPLOYEES (AS DEFINED BY THE IRS), AND THE NEXT FIVE HIGHEST COMPENSATED EMPLOYEES AS LISTED ON THE ORGANIZATION'S PRIOR YEAR FORM 990. IT IS THE BOARD'S INTENTION THAT THIS POLICY AND ITS ASSOCIATED PROCEDURES WILL MEET THE REBUTTABLE PRESUMPTION TEST UNDER IRC 4958 AND TREASURY REGULATION 53.4958-6. THE PURPOSE OF THE ANNUAL REVIEW IS TO ENSURE THAT THE COMPENSATION PROGRAM FALLS WITHIN A REASONABLE RANGE OF COMPETITIVE PRACTICES FOR COMPARABLE POSITIONS AMONG SIMILARLY SITUATED ORGANIZATIONS. THE BOARD WILL KEEP ROBUST MINUTES OF ITS DELIBERATIONS AND DECISIONS, THE PRESIDENT'S REPORTS, THE CORPORATE TREASURER'S REPORTS, AND ANY OTHER SUPPORTING DOCUMENTATION THAT IT RELIES ON FOR ITS COMPENSATION DECISIONS. ALL THESE DOCUMENTS WILL BE DELIVERED TO THE CORPORATE SECRETARY PROMPTLY AFTER THE BOARD MEETING FOR ENTRY INTO THE CORPORATE BOOKS AND RECORDS. PART III, LINE 4A DURING 2024, JCHR WAS ENGAGED IN 50 CLINICAL STUDIES, WHICH CULMINATED IN 51 SCIENTIFIC PUBLICATIONS AND 50 PRESENTATIONS AT PROMINENT NATIONAL AND INTERNATIONAL CONFERENCES. IN 2024, JCHR RECEIVED GRANTS FROM THE NATIONAL INSTITUTES OF HEALTH (8), HELMSLEY CHARITABLE TRUST (10), BREAKTHROUGH T1D (6), FOUNDATION FIGHTING BLINDNESS (6), CYSTIC FIBROSIS FOUNDATION (5), FOOD AND DRUG ADMINISTRATION (1), AND NATIONAL INSTITUTE FOR HEALTH AND CARE RESEARCH (1). COLLABORATIONS WITH INDUSTRY CONTINUES TO BE AN INTEGRAL PART OF OUR WORK. JCHR WAS ENGAGED IN COLLABORATIONS WITH 14 INDUSTRY PARTNERS SPANNING 21 STUDIES, INCLUDING 9 INVESTIGATOR INITIATED STUDIES. SEVERAL STUDIES ARE FUNDED BY MULTIPLE SOURCES. FOR EXAMPLE, ONE CLINICAL TRIAL EVALUATING FENOFIBRATE FOR DIABETIC RETINOPATHY IS A LARGE COLLABORATION WITH FUNDS PROVIDED BY THE NATIONAL INSTITUTES OF HEALTH (NATIONAL EYE INSTITUTE AND NATIONAL INSTITUTE OF DIABETES AND DIGESTIVE AND KIDNEY DISEASE), BREAKTHROUGH T1D, HELMSLEY CHARITABLE TRUST, AND ROCHE. JCHR ALSO SELF-FUNDED ONE STUDY AND NUMEROUS STATISTICAL ANALYSIS PROJECTS USING DATASETS FROM PREVIOUSLY COMPLETED STUDIES. AMONG APPROXIMATELY 2,845 ENTITIES RECEIVING NIH FUNDING IN 2024, JCHR RANKS IN THE TOP 9 PERCENT. OUT OF APPROXIMATELY 65,000 NIH GRANTS AWARDED IN 2024, JCHR HAD THE 178TH- (TOP 0.3 PERCENT) AND 312TH- (TOP 0.47 PERCENT) LARGEST GRANTS (SOURCE: BLUE RIDGE INSTITUTE FOR MEDICAL RESEARCH, 2024). JCHR'S STUDIES IN 2024 LED TO SEVERAL HIGH-IMPACT FINDINGS WITH CLINICAL AND REGULATORY IMPLICATIONS. NOTABLE RESULTS INCLUDE: DIABETES STUDIES: 1. SECURE-T2D TRIAL RESULTS: THIS STUDY DEMONSTRATED THAT THE OMNIPOD 5 AUTOMATED INSULIN DELIVERY SYSTEM WAS SAFE AND EFFECTIVE FOR ADULTS WITH TYPE 2 DIABETES, HELPING TO OPTIMIZE GLUCOSE CONTROL. THE RESULTS OF THE TRIAL LEAD TO FDA APPROVAL OF OMNIPOD 5 FOR PATIENTS WITH TYPE 2 DIABETES. 2. EVALUATION OF ULTRA-RAPID LISPRO INSULIN WITH CONTROL-IQ TECHNOLOGY: A MULTICENTER STUDY EVALUATED THE USE OF ULTRA-RAPID LISPRO (URLI) INSULIN IN COMBINATION WITH CONTROL-IQ TECHNOLOGY ACROSS ADULTS, ADOLESCENTS, AND CHILDREN WITH TYPE 1 DIABETES. THE RESULTS SHOWED THAT URLI INSULIN IMPROVED POSTPRANDIAL GLUCOSE CONTROL AND ENHANCED OVERALL TIME IN RANGE, HIGHLIGHTING ITS EFFECTIVENESS AS PART OF AN ADVANCED AUTOMATED INSULIN DELIVERY SYSTEM. THIS STUDY LED TO TANDEM DIABETES CARE, INC., OBTAINING EUROPEAN UNION (EU) CLEARANCE FOR THE T:SLIM X2 INSULIN PUMP WITH CONTROL-IQ AUTOMATED INSULIN DELIVERY (AID) TECHNOLOGY WITH THE USE OF ELI LILLY AND COMPANY'S LYUMJEV (INSULIN LISPRO-AABC INJECTION) ULTRA-RAPID-ACTING INSULIN. 3. IMPACT OF CGM ON PREGNANCY OUTCOMES: THE STUDY DEMONSTRATED THAT CONTINUOUS GLUCOSE MONITORING (CGM) WAS COMPARABLE TO ORAL GLUCOSE TOLERANCE TEST FOR DIAGNOSING GESTATIONAL DIABETES AND USEFUL IN PREDICTING ADVERSE PERINATAL OUTCOMES. 4. EXERCISE AND GLUCOSE CONTROL IN TYPE 1 DIABETES (T1DEXI STUDY): THIS RESEARCH SHOWED THAT STRATEGIC EXERCISE COULD REDUCE HYPERGLYCEMIA RISK WITHOUT CAUSING HYPOGLYCEMIA. THE STUDY ALSO REVEALED IMPORTANT SEX DIFFERENCES IN DIABETES SELF-MANAGEMENT STRATEGIES. 5. AUTOMATED INSULIN DELIVERY (AID) FOR OLDER ADULTS: A RANDOMIZED TRIAL FOUND THAT OLDER ADULTS WITH TYPE 1 DIABETES SIGNIFICANTLY BENEFITED FROM AID SYSTEMS, EXPERIENCING IMPROVED GLYCEMIC CONTROL AND ENHANCED QUALITY OF LIFE. 6. INHALED INSULIN PLUS BASAL INSULIN VS. USUAL CARE: A RANDOMIZED TRIAL COMPARED THE EFFECTIVENESS OF INHALED INSULIN COMBINED WITH BASAL INSULIN TO STANDARD CARE IN ADULTS WITH TYPE 1 DIABETES. THE STUDY FOUND THAT THE COMBINATION OF INHALED AND BASAL INSULIN WAS NON-INFERIOR TO STANDARD CARE CONSISTING PREDOMINATELY OF EITHER AN AUTOMATED INSULIN DELIVERY SYSTEM OR MULTIPLE DAILY INSULIN INJECTIONS. THESE FINDINGS HIGHLIGHT THE POTENTIAL FOR INHALED INSULIN AS A VIABLE ALTERNATIVE TO TRADITIONAL RAPID-ACTING INSULIN THERAPY AND TO ENHANCE DIABETES MANAGEMENT STRATEGIES. EYE DISEASE STUDIES: 1. ADVANCED RETINAL IMAGING FOR DIABETIC RETINOPATHY: RESEARCH FROM THE DRCR RETINA NETWORK HIGHLIGHTED THAT LESION TYPES AND THEIR DISTRIBUTION ON ULTRAWIDE FIELD IMAGING ARE ASSOCIATED WITH THE PROGRESSION OF DIABETIC RETINOPATHY, AIDING RISK ASSESSMENT FOR PATIENTS. 2. RETINAL DEGENERATION PROGRESSION: THE RUSH2A STUDY OFFERED KEY FINDINGS ON THE PROGRESSION RATES OF USH2A-RELATED RETINAL DEGENERATION, WHICH WILL GUIDE FUTURE CLINICAL TRIALS IN RARE RETINAL DISEASES. 3. CORNEAL TRANSPLANT RESEARCH: A STUDY ON CULTIVATED AUTOLOGOUS LIMBAL EPITHELIAL CELL (CALEC) TRANSPLANTATION REVEALED IMPROVED CENTRAL CORNEAL STRUCTURE AND FUNCTION IN PATIENTS WITH LIMBAL STEM CELL DEFICIENCY ONE YEAR AFTER TREATMENT. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B A COMPLETE COPY OF FORM 990 INCLUDING ALL SUPPORTING SCHEDULES WILL BE PROVIDED TO THE BOARD OF DIRECTORS AT ITS ANNUAL MEETING FOR REVIEW AND ACCEPTANCE PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ANY BOARD DIRECTOR, CORPORATE OFFICER, OR MEMBER OF A BOARD COMMITTEE WHO HAS DIRECT OR INDIRECT FINANCIAL INTEREST, AS DEFINED BELOW, IS AN INTERESTED PERSON. IF A PERSON IS AN INTERESTED PERSON WITH RESPECT TO ANY AFFILIATE OR SUBSIDIARY OF THE CORPORATION, HE/SHE IS AN INTERESTED PERSON WITH RESPECT TO THE CORPORATION AND ALL AFFILIATED OR SUBSIDIARY ENTITIES. A CONFLICT OF INTEREST SHALL BE DEEMED TO EXIST AT ANY TIME WHEN AN INTEREST HELD, INCLUDING WITHOUT LIMITATION A FINANCIAL INTEREST, OR RELATIONSHIP MAINTAINED BY AN INTERESTED PERSON, PROHIBITS OR INHIBITS, OR POTENTIALLY PROHIBITS OR INHIBITS, THE INTERESTED PERSON FROM EXERCISING INDEPENDENT JUDGMENT IN THE BEST INTERESTS OF THE CORPORATION. A CONFLICT OF INTEREST SHALL NOT EXIST IF RESULTING SOLELY FROM THE NORMAL CONDUCT OF ACTIVITIES AND BUSINESS BY AND BETWEEN THE CORPORATION OR OTHER AFFILIATES OF THE CORPORATION. AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FACTS AND CIRCUMSTANCES OF ANY CONFLICT OF INTEREST OR CONFLICT OF LOYALTY TO THE APPROPRIATE GOVERNANCE BODY WITH RESPECT TO ANY ACTION OR PROPOSED ACTION THAT GIVES RISE TO A CONFLICT OF INTEREST OR CONFLICT OF LOYALTY. DISCLOSURE MUST BE MADE TO THE BOARD OF DIRECTORS OR THE BOARD OF DIRECTORS COMMITTEE AS APPROPRIATE TO THE CIRCUMSTANCES. AFTER DISCLOSURE OF THE CONFLICT OF INTEREST OR CONFLICT OF LOYALTY AND ALL MATERIAL FACTS RELATED THERETO, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, THE INTERESTED PERSON SHALL LEAVE ANY BOARD OF DIRECTORS OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD DIRECTORS OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. IN THE CASE OF A DISCLOSURE TO A COMMITTEE, THE COMMITTEE MAY REFER THE MATTER FOR DECISION TO THE BOARD OF DIRECTORS. PENDING REVIEW AND RESOLUTION BY THE BOARD OF DIRECTORS OR BOARD COMMITTEE, THE INTERESTED PERSON SHALL LEAVE DURING ANY DELIBERATIONS OR ACTION CONCERNING THE MATTER THAT GIVES RISE TO A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS SHALL ANNUALLY REVIEW AND APPROVE THE COMPENSATION OF THE CORPORATE OFFICERS, ANY KEY EMPLOYEES (AS DEFINED BY THE IRS), AND THE NEXT FIVE HIGHEST COMPENSATED EMPLOYEES AS LISTED ON THE ORGANIZATION'S PRIOR YEAR FORM 990. IT IS THE BOARD'S INTENTION THAT THIS POLICY AND ITS ASSOCIATED PROCEDURES WILL MEET THE REBUTTABLE PRESUMPTION TEST UNDER IRC 4958 AND TREASURY REGULATION 53.4958-6. THE PURPOSE OF THE ANNUAL REVIEW IS TO ENSURE THAT THE COMPENSATION PROGRAM FALLS WITHIN A REASONABLE RANGE OF COMPETITIVE PRACTICES FOR COMPARABLE POSITIONS AMONG SIMILARLY SITUATED ORGANIZATIONS. THE BOARD WILL KEEP ROBUST MINUTES OF ITS DELIBERATIONS AND DECISIONS, THE PRESIDENT'S REPORTS, THE CORPORATE TREASURER'S REPORTS, AND ANY OTHER SUPPORTING DOCUMENTATION THAT IT RELIES ON FOR ITS COMPENSATION DECISIONS. ALL THESE DOCUMENTS WILL BE DELIVERED TO THE CORPORATE SECRETARY PROMPTLY AFTER THE BOARD MEETING FOR ENTRY INTO THE CORPORATE BOOKS AND RECORDS. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. FORM 990, PART VI, SECTION C, LINE 19 THE AUDITED FINANCIAL STATEMENTS, FORM 990S, AND FORM 1023 ARE MADE AVAILABLE TO THE PUBLIC ON THE ORGANIZATION'S WEBSITE AND UPON REQUEST. JAEB CENTER RESEARCH TRUST INC 15310 AMBERLY DRIVE TAMPA FL 33647 270717710 SUPPORT FL 501(C)(3) LINE 12B, II N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 JAEB CENTER RESEARCH TRUST INC B 9698833 CASH