TRANSCELERATE BIOPHARMA INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- TRANSCELERATE BIOPHARMA INC (EIN 46-0886344)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-14
- IRS object ID
- 202401359349307705
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-14T13:23:46-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 871353108 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EISNER ADVISORY GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 130 NORTH 18TH STREET SUITE 3000 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191032757 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 460886344 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRANSCELERATE BIOPHARMA INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TRAN | BusinessNameControlTxt |
| Phone | 4845391230 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 CONSHOHOCKEN STATE ROAD 420 | AddressLine1Txt |
| City | WEST CONSHOHOCKEN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19428 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANICE CHANG | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 4845391230 | PhoneNum |
| Signature | 2024-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JANICE | PersonFirstNm |
| Person Last | CHANG | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HELEN M MARTIN | PreparerPersonNm |
| PTIN | P01330899 | PTIN |
| Phone | 2158818800 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JANICE CHANG | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 CONSHOHOCKEN STATE ROAD 420 | AddressLine1Txt |
| City | WEST CONSHOHOCKEN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19428 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $34,168,812 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.TRANSCELERATEBIOPHARMAINC.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2012 | FormationYr |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Activity Or Mission | IMPROVE THE HEALTH OF PEOPLE IN THE WORLD BY ENHANCING THE R&D OF INNOVATIVE THERAPIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 34 | TotalEmployeeCnt |
| Total Volunteers | 22 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $33,532,000 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $33,395,000 | CYProgramServiceRevenueAmt |
| PY Investment Income | $68,302 | PYInvestmentIncomeAmt |
| CY Investment Income | $773,812 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $33,600,302 | PYTotalRevenueAmt |
| CY Total Revenue | $34,168,812 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $9,009,562 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $9,951,190 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $25,252,810 | PYOtherExpensesAmt |
| CY Other Expenses | $22,569,959 | CYOtherExpensesAmt |
| PY Total Expenses | $34,262,372 | PYTotalExpensesAmt |
| CY Total Expenses | $32,521,149 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$662,070 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,647,663 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $48,482,660 | TotalAssetsBOYAmt |
| Total Assets EOY | $48,107,662 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $38,508,812 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $36,490,338 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $9,973,848 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $11,617,324 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TRANSCELERATE BIOPHARMA'S MISSION IS TO COLLABORATE ACROSS THE GLOBAL BIOPHARMACEUTICAL RESEARCH AND DEVELOPMENT COMMUNITY TO IDENTIFY, PRIORITIZE, DESIGN, AND FACILITATE THE IMPLEMENTATION OF SOLUTIONS DESIGNED TO DRIVE THE EFFICIENT, EFFECTIVE AND HIGH-QUALITY DELIVERY OF NEW MEDICINES.MEMBERSHIP IN TRANSCELERATE IS OPEN TO BIOPHARMACEUTICAL COMPANIES WITH RESEARCH & DEVELOPMENT OPERATIONS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $23,212,761 | ExpenseAmt |
| Revenue | $33,395,000 | RevenueAmt |
| Desc | IN 2023, TRANSCELERATE DELIVERED THE FOLLOWING ACCOMPLISHMENTS:TRANSCELERATE DELIVERED 47 PRAGMATIC SOLUTIONS AND ADOPTION TOOLS, BRINGING THE TOTAL NUMBER SINCE THE INCEPTION OF THE ORGANIZATION TO 570+. SEE SCHEDULE O FOR ADDITIONAL PROGRAM SERVICE ACCOMPLISHMENTS.TRANSCELERATE PARTNERED WITH THE ASSOCIATION OF CLINICAL RESEARCH ORGANIZATIONS (ACRO) TO WORK ON CO-DEVELOPING A SERIES OF SOLUTIONS TO AID STAKEHOLDERS IN NAVIGATING GOOD CLINICAL PRACTICE (GCP) GUIDELINES.THE INTERPRETATION OF CLINICAL GUIDANCES & REGULATIONS INITIATIVE RELEASED A PAPER "THE RENOVATION OF GOOD CLINICAL PRACTICE: A FRAMEWORK FOR KEY COMPONENTS OF ICH E8," TO ENHANCE THE UNDERSTANDING OF SPECIFIC TOPICS DETAILED IN ICH E8 INCLUDING QBD, CTQ, FIT FOR PURPOSE, AND STAKEHOLDER ENGAGEMENT. BIOCELERATE, A LIMITED LIABILITY COMPANY CLASSIFIED AS A DISREGARDED ENTITY IN WHICH TRANSCELERATE IS THE SOLE MEMBER("BIOCELERATE"), CONDUCTED AN INITIATIVE TO DEVELOP COMMON TEMPLATES FOR NONCLINICAL STUDIES, WHICH WRAPPED UP DEVELOPMENT AT THE END OF 2023 AND IS NOW COMPLETE. SOLUTIONS DELIVERED INCLUDED A NONCLINICAL COMMON PROTOCOL TEMPLATE, A NONCLINICAL COMMON STUDY REPORT TEMPLATE, AND SUPPORTING IMPLEMENTATION MATERIALS.BIOCELERATE ESTABLISHED THE BIOCELERATE COLLABORATION FORUM. THIS FORUM CONVENES STAKEHOLDERS IN PRECLINICAL RESEARCH TO ENGAGE ON CHALLENGES, OPPORTUNITIES, AND POSSIBLE SOLUTIONS. TWO EVENTS WERE HELD IN 2023 BRINGING TOGETHER 17 ORGANIZATIONS REPRESENTING SPONSORS, CROS, AND HEALTH AUTHORITIES. THE PRIVACY METHODOLOGY FOR DATA SHARING INITIATIVE CREATED THE METHODOLOGY FOR DATA SHARING TOOLKIT TO ENHANCE DATA UTILITY WHILE PROTECTING PATIENT PRIVACY . A PRIVACY METHODOLOGY INFORMATIONAL RESOURCE VIDEO AS WELL AS A PRIVACY METHODOLOGY INFORMATIONAL RESOURCE WERE ALSO DELIVERED. A TRANSPARENCY CHECKLIST WAS CREATED AS A TEMPLATE OF KEY INFORMATION, WHICH ALLOWS A DATA PROVIDER TO DESCRIBE THE DATA MODIFICATIONS/DERIVATIONS PERFORMED. THIS INFORMATION HELPS FACILITATE USE OF THE DATA BY DATA RECIPIENTS.THE DIGITAL DATA FLOW INITIATIVE (DDF) HOSTED A SERIES OF GLOBAL WORKSHOPS TO IDENTIFY LEARNINGS AND GARNER FEEDBACK FROM STAKEHOLDERS. THE INITIATIVE WORK WITH A STANDARD-SETTING ORGANIZATION, THE CLINICAL DATA INTERCHANGE STANDARDS CONSORTIUM (CDISC), TO DEVELOP THE CDISC UNIFIED STUDY DEFINITIONS MODEL (USDM) V2.0. THE INITIATIVE ALSO CREATED THE STUDY DEFINITIONS REPOSITORY (SDR) V2.0.1 REFERENCE IMPLEMENTATION & ASSOCIATED SOURCE CODE, AND A SERIES OF PERSONA TOOLKITS FOR CLINICAL DATA MANAGERS, PROTOCOL MEDICAL WRITERS, AND INFORMATION TECHNOLOGY LEADERSHIP AND TECHNICAL EXPERT ROLES. THE LAUNCH OF THE DIGITAL DATA FLOW TECHNOLOGY ARCHITECTURE SCENARIOS TOOL PROVIDES A SET OF SCENARIOS FOR THE TECHNICAL IMPLEMENTATION OF THE USDM.TRANSCELERATE STRATEGICALLY COMBINED THE EFFORTS OF ITS DDF AND CC&R INITIATIVES AND OUR ENGAGEMENT IN THE HL7 VULCAN FHIR ACCELERATOR (HL7 VULCAN) --WHICH BUILDS UPON OUR PREVIOUS ESOURCE WORKTO MODERNIZE SOLUTIONS ON THE EVOLVING REGULATORY LANDSCAPE. IN 2023, HL7 VULCAN LAUNCHED A NEW PROJECT TO COLLABORATE WITH CDISC AND ICH M11 CLINICAL CESHARP. THE REAL WORLD DATA (RWD) AUDIT READINESS INITIATIVE PUBLISHED "ASSURING AUDIT AND INSPECTION READINESSCONSIDERATIONS FOR THE USE OF RWD AND RWE IN REGULATORY DECISION-MAKING." A REAL WORLD DATA HEALTH AUTHORITY ENGAGEMENT AWARENESS TOOLKIT WAS DEVELOPED TO DELINEATE A RELIABLE, STREAMLINED, AND SCALABLE APPROACH FOR INTERACTIONS WITH HEALTH AUTHORITIES CONCERNING THE USE OF RWD FOR DECISION-MAKING.THE PARTICIPANT DATA RETURN INITIATIVE (PDR) CREATED AN INDIVIDUAL PARTICIPANT DATA RETURN (IPDR) PACKAGE THAT PROVIDES GENERAL CONSIDERATIONS TO ENABLE DATA RETURN TO CLINICAL STUDY PARTICIPANTS.THE PATIENT TECHNOLOGY INITIATIVE UPDATED THE PATIENT TECHNOLOGY REGULATORY LANDSCAPE TOOL THAT PROVIDES AN OVERVIEW OF REGULATORY REQUIREMENTS RELATED TO PATIENT TECHNOLOGY AND ITS USE IN CLINICAL TRIALS.THE PERSONALIZED CLINICAL TRIALS FRAMEWORK CREATED A SET OF PRACTICAL CONSIDERATIONS ACROSS 14 POTENTIAL OPPORTUNITIES TO SUPPORT THE R&D ECOSYSTEM IN OFFERING OPTIONS THAT HELP INTEGRATE CLINICAL TRIAL REQUIREMENTS MORE SEAMLESSLY INTO THE LIVES OF TRIAL PARTICIPANTS. THE PATIENT EXPERIENCE INITIATIVE (PE) CREATED A GRATITUDE TOOLKIT ALONG WITH AN INFOGRAPHIC THAT IS DESIGNED TO ENABLE STUDY SPONSORS AND SITES TO SHOW APPRECIATION TO CLINICAL STUDY PARTICIPANTS. A SET OF PRACTICAL CONSIDERATIONS TITLED "PERSONALIZED CLINICAL TRIALS FRAMEWORK" WAS CREATED TO SUPPORT UNDERSTANDING AND EVALUATING OPTIONS THAT ENABLE A MORE PERSONALIZED EXPERIENCE FOR CLINICAL TRIAL PARTICIPANTS ACROSS DIVERSE POPULATIONS. TRANSCELERATE SUPPORTED THE ACCELERATING CLINICAL TRIALS IN THE EUROPEAN UNION (ACT EU) WORKING GROUP BY PROVIDING COLLECTIVE COMMENTS AND RECOMMENDATIONS TO ITS "RECOMMENDATION PAPER ON DECENTRALISED ELEMENTS IN CLINICAL TRIALS." THE DIVERSITY OF PARTICIPANTS IN CLINICAL TRIALS INITIATIVE CREATED THE FDA DIVERSITY PLAN EARLY INSIGHTS & CONSIDERATIONS, AN AGGREGATED COLLECTION OF INSIGHTS AND CONSIDERATIONS GATHERED FROM MEMBER COMPANY INTERVIEWS. TRANSCELERATE'S DIVERSITY INITIATIVE BEGAN WORK ON MODIFYING ITS EARLIER WORK TO CREAT THE U.S. REGULATORY LANDSCAPE: DIVERSITY IN CLINICAL TRIALS V2.0, WHICH WILL REFLECT THE EVOLUTION IN THE REGULATORY LANDSCAPE SINCE THE PRIOR VERSION WAS RELEASED. THE RAPID SIGNAL ASSESSMENT USING REAL WORLD DATA INITIATIVE (RSA RWD) RELEASED THE "SAFETY SIGNAL ASSESSMENT." THE INITIATIVE ALSO DEVELOPED A FRAMEWORK FOR RAPID SIGNAL ASSESSMENT USING REAL-WORLD DATA WHICH PROVIDES AN END-TO-END HIGH-LEVEL PROCESS MAP ON USING RWD AS AN OPTION TO CONDUCT SAFETY SIGNAL ASSESSMENTS MORE RAPIDLY.THE INTERPRETATION OF PHARMACOVIGILANCE GUIDANCES & REGULATIONS INITIATIVE'S (IGR-PV) TEAM CREATED ESSENTIAL TOOLS TO IDENTIFY DRUG DEVELOPMENT OPPORTUNITIES FOR PREGNANT AND BREASTFEEDING PATIENTS AND RELEASED A PEER-REVIEWED PAPER "CALL TO ACTION: HARMONISATION OF PHARMACOVIGILANCE REGULATIONS FOR POST-MARKETING PREGNANCY AND BREASTFEEDING SAFETY STUDIES." THEY ALSO CREATED AN IMPROVING SAFETY & EFFICACY OF MEDICINES FOR PREGNANT & BREASTFEEDING PEOPLE INFOGRAPHIC. THE PHARMACOVIGILANCE AGREEMENTS OPTIMIZATION INITIATIVE (PVAO) TEAM DELIVERED A PAPER "NEGOTIATING YOUR WAY THROUGH THE VIGILANCE AGREEMENT MAZEIS THERE A BETTER WAY?" SUPPLEMENTAL MATERIALS WERE CREATED TO PROVIDE ADDITIONAL CONSIDERATIONS. THE INITIATIVE DELIVERED A PEER-REVIEWED ARTICLE "PHARMACOVIGILANCE AGREEMENTS: NEGOTIATING SAFETY DATA EXCHANGE TIMELINES: TO AGREE TO DISAGREE? THAT IS THE QUESTION." THE INTELLIGENT AUTOMATION OPPORTUNITIES IN PHARMACOVIGILANCE INITIATIVE (IAO) RELEASED A PEER-REVIEWED ARTICLE, "INDIVIDUAL CASE SAFETY REPORT REPLICATION: AN ANALYSIS OF CASE REPORTING TRANSMISSION NETWORKS," THAT REPORTS AN ANALYSIS PERFORMED TO PROVIDE A FIRST-TIME QUANTIFICATION OF THE AMOUNT OF ICSR REPLICATION TAKING PLACE. AN ARTIFICIAL INTELLIGENCE-BASED VALIDATION CASE STUDY THEMES WAS CREATED TO PROVIDE THEMES FROM USE CASES FOCUSED ON EARLY ADOPTERS' EXPERIENCES APPLYING AI TO PV APPLICATIONS. AND "SIGNAL MANAGEMENT INTELLIGENT AUTOMATION OPPORTUNITIES FOR SIGNAL DETECTION" WAS CREATED TO IDENTIFY HOW A SAMPLING OF COMPANIES ARE CURRENTLY USING INTELLIGENT AUTOMATIONS. | Desc |
| Total Program Service Expenses | $23,212,761 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (1) | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 24 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 34 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (1) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANTHONY GARGES HEAD OF FINANCE AND ADMINISTRATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4845391230 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 CONSHOHOCKEN STATE ROAD STE 420 | AddressLine1Txt |
| City | WEST CONSHOHOCKEN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19428 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (32 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|
| JANICE CHANG | ||||||||
| CEO | 40.00 | Yes (X) | Yes (X) | $1,063,770 | $0 | $41,913 | ||
| KATHRYN OWEN | ||||||||
| CHAIR OF BOARD OF DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| BADHRI SRINIVASAN | ||||||||
| VICE CHAIR OF BOARD OF DIR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| ELIAV BARR | ||||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| DIETMAR BERGER | ||||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| ULI BROEDL | ||||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| CHRIS CORSICO | ||||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| ROB GOODWIN | ||||||||
| BOARD MEMBER (EFF 08/2023) | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| NARIMON HONARPOUR | ||||||||
| BOARD MEMBER (EFF 03/2023) | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTOPH KOENEN | ||||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| MARIA KOUTSOPOULOU | ||||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| BARI KOWAL | ||||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| MARTIN HOLST LANGE | ||||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| IRIS LOEW-FRIEDRICH | ||||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| CRISTIAN MASSACESI | ||||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT METCALF | ||||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| MICHELLE ROHRER | ||||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| MOKASH SHARMA | ||||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| TADAAKI TANIGUCHI | ||||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| ROOPAL THAKKAR | ||||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| TAKUKO YAMADA-SAWADA | ||||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| ROB LENZ | ||||||||
| BOARD MEMBER (THRU 03/2023) | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM PAO | ||||||||
| BOARD MEMBER (THUR 08/2023) | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| ALLISON CUFF SHIMOOKA | ||||||||
| COO (EFF 07/17/2023) | 40.00 | Yes (X) | $302,390 | $0 | $19,264 | |||
| ANDREW LEE | ||||||||
| TREASURER | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| STEPHEN LIN | ||||||||
| SECRETARY | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| JENNIFER A BURGESS | ||||||||
| VP GLOBAL COMMUNICATIONS & ENGAGEMENT | 40.00 | $563,544 | $0 | $50,328 | Yes (X) | |||
| CARA L RINALDI | ||||||||
| VP OF PORTFOLIO MANAGEMENT | 40.00 | $520,134 | $0 | $54,582 | Yes (X) | |||
| ANTHONY GARGES | ||||||||
| HEAD OF FINANCE & ADMINISTRATION | 40.00 | $480,742 | $0 | $53,778 | Yes (X) | |||
| JENEEN DONADEO | ||||||||
| EXEC. DIRECTOR OF PORTFOLIO | 40.00 | $480,832 | $0 | $38,362 | Yes (X) | |||
| ROBERT DICICCO | ||||||||
| VP OF PORTFOLIO MANAGEMENT | 40.00 | $375,577 | $0 | $55,230 | Yes (X) | |||
| DALVIR GILL | ||||||||
| FORMER CEO | 40.00 | $2,534,948 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $6,321,937 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $313,457 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 24 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/ForeignAddress/AddressLine1Txt | CityContractorAddress/ForeignAddress/CityNm | CountryContractorAddress/ForeignAddress/CountryCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|
| PA CONSULTING GROUP INC | ||||||||
| 10 BRESSENDEN PLACE | LONDON | UK | CONSULTING SERVICES | $6,921,539 | ||||
| ACCENTURE LLP | ||||||||
| CONSULTING & IT SERVICES | $4,786,955 | 161 N CLARK STREET | CHICAGO | IL | 60601 | |||
| KILPATRICK TOWNSEND | ||||||||
| LEGAL SERVICES | $2,625,268 | 601 14TH STREET NW SUITE 900 | WASHINGTON | DC | 20005 | |||
| ARTEMIS FACTOR LLC | ||||||||
| CONSULTING SERVICES | $2,233,548 | 314 CARLYLE ROAD | WEST CHESTER | PA | 19382 | |||
| CDISC | ||||||||
| CONSULTING SERVICES | $1,343,366 | 401 W 15TH STREET SUITE 520 | AUSTIN | TX | 78701 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 18 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MEMBERSHIP DUES | Desc |
| Business | 541900 | BusinessCd |
| Total Revenue Column | $33,395,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $33,395,000 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $33,395,000 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $773,812 | TotalRevenueColumnAmt |
| Exclusion | $773,812 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $34,168,812 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $33,395,000 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $773,812 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,426,039 | TotalAmt |
| Management And General | $1,426,039 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,418,844 | TotalAmt |
| Program Services | $3,908,724 | ProgramServicesAmt |
| Management And General | $3,510,120 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $163,640 | TotalAmt |
| Program Services | $82,678 | ProgramServicesAmt |
| Management And General | $80,962 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $541,372 | TotalAmt |
| Program Services | $336,407 | ProgramServicesAmt |
| Management And General | $204,965 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $401,295 | TotalAmt |
| Program Services | $152,693 | ProgramServicesAmt |
| Management And General | $248,602 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,621,800 | TotalAmt |
| Program Services | $1,531,530 | ProgramServicesAmt |
| Management And General | $1,090,270 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,301 | TotalAmt |
| Management And General | $24,301 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,651,416 | TotalAmt |
| Program Services | $12,811,616 | ProgramServicesAmt |
| Management And General | $839,800 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,377 | TotalAmt |
| Program Services | $15,302 | ProgramServicesAmt |
| Management And General | $35,075 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,393 | TotalAmt |
| Program Services | $1,193 | ProgramServicesAmt |
| Management And General | $67,200 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,382,454 | TotalAmt |
| Program Services | $4,264,215 | ProgramServicesAmt |
| Management And General | $118,239 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $349,143 | TotalAmt |
| Management And General | $349,143 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $388,671 | TotalAmt |
| Program Services | $100,155 | ProgramServicesAmt |
| Management And General | $288,516 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $156,586 | TotalAmt |
| Program Services | $8,248 | ProgramServicesAmt |
| Management And General | $148,338 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $252,807 | TotalAmt |
| Management And General | $252,807 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|
| EXCESS COMPENSATION TAX | $337,775 | $337,775 |
| RECRUITING | $257,760 | $257,760 |
| ADMINISTRATIVE FEES | $14,539 | $14,539 |
| CHARITABLE CONTRIBUTION | $6,600 | $6,600 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,337 | TotalAmt |
| Management And General | $7,337 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,521,149 | TotalAmt |
| Program Services | $23,212,761 | ProgramServicesAmt |
| Management And General | $9,308,388 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,408,055 | BOYAmt |
| EOY | $3,936,830 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,591,404 | BOYAmt |
| EOY | $11,814,650 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,235,000 | BOYAmt |
| EOY | $32,162,984 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $221,218 | BOYAmt |
| EOY | $166,215 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,983 | BOYAmt |
| EOY | $26,983 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,482,660 | BOYAmt |
| EOY | $48,107,662 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,246,812 | BOYAmt |
| EOY | $3,088,338 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,262,000 | BOYAmt |
| EOY | $33,402,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,508,812 | BOYAmt |
| EOY | $36,490,338 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,973,848 | BOYAmt |
| EOY | $11,617,324 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,973,848 | BOYAmt |
| EOY | $11,617,324 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,482,660 | BOYAmt |
| EOY | $48,107,662 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,647,663 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$4,187 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nonded | 0 | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | Yes (1) | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | 0 | AgreeCarryoverPriorYearInd |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DALVIR GILL | ||||||||||||||
| FORMER CEO | $216,093 | $0 | $2,318,855 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $2,534,948 | $0 | $0 | $0 |
| JANICE CHANG | ||||||||||||||
| CEO | $766,800 | $0 | $296,970 | $0 | $0 | $0 | $13,200 | $0 | $28,713 | $0 | $1,105,683 | $0 | $0 | $0 |
| JENNIFER A BURGESS | ||||||||||||||
| VP GLOBAL COMMUNICATIONS & ENGAGEMEN | $330,196 | $0 | $233,348 | $0 | $0 | $0 | $13,200 | $0 | $37,128 | $0 | $613,872 | $0 | $0 | $0 |
| CARA L RINALDI | ||||||||||||||
| VP OF PORTFOLIO MANAGEMENT | $298,092 | $0 | $222,042 | $0 | $0 | $0 | $1,944 | $0 | $52,638 | $0 | $574,716 | $0 | $0 | $0 |
| ANTHONY GARGES | ||||||||||||||
| HEAD OF FINANCE & ADMINISTRATION | $257,724 | $0 | $223,018 | $0 | $0 | $0 | $13,200 | $0 | $40,578 | $0 | $534,520 | $0 | $0 | $0 |
| JENEEN DONADEO | ||||||||||||||
| EXEC. DIRECTOR OF PORTFOLIO | $294,406 | $0 | $186,426 | $0 | $0 | $0 | $13,200 | $0 | $25,162 | $0 | $519,194 | $0 | $0 | $0 |
| ROBERT DICICCO | ||||||||||||||
| VP OF PORTFOLIO MANAGEMENT | $290,602 | $0 | $84,975 | $0 | $0 | $0 | $1,416 | $0 | $53,814 | $0 | $430,807 | $0 | $0 | $0 |
| ALLISON CUFF SHIMOOKA | ||||||||||||||
| COO (EFF 07/17/2023) | $190,390 | $0 | $112,000 | $0 | $0 | $0 | $1,423 | $0 | $17,841 | $0 | $321,654 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3 | THE BOARD CHAIR, WITH INPUT FROM OTHER DIRECTORS OR A SUBCOMMITTEE OF THE BOARD, ANNUALLY REVIEWS AND APPROVES THE CEO'S COMPENSATION PACKAGE. |
| PART I, LINE 4A | THE FORMER CEO RECEIVED BASE COMPENSATION THROUGH Q1 AND PAYOUT OF HIS LONG TERM INCENTIVE PLAN BALANCE IN ACCORDANCE WITH HIS SEPARATION EFFECTIVE DECEMBER 31, 2022, INCLUDED IN LINE B(II) ABOVE. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 6, TOTAL NUMBER OF VOLUNTEERS: | THE TOTAL NUMBER OF VOLUNTEERS OF 22, ENCOMPASSES ALL ACTIVE BOARD MEMBER THROUGHOUT THE CALENDAR YEAR. |
| FORM 990, PART VI, SECTION A, LINE 4 | DURING 2023, THE BOARD OF DIRECTORS OF THE CORPORATION APPROVED AMENDING THE BYLAWS OF THE CORPORATION TO INCREASE FROM FOUR (4) TO FIVE (5) THE NUMBER OF BOARD SEATS TO BE FILLED BY DIRECTORS WHO ARE REPRESENTATIVES OF THE TIER I MEMBERS WHO ARE NOT CHARTER MEMBERS, AND ACCORDINGLY TO INCREASE THE TOTAL NUMBER OF DIRECTORS FROM 21 TO 22 TO REFLECT SUCH INCREASE. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE MEMBERS OF THE CORPORATION CONSIST OF SUCH FIRMS AND CORPORATIONS THAT ARE APPROVED FOR MEMBERSHIP FROM TIME TO TIME BY THE BOARD OF DIRECTORS OR ITS DESIGNEES IN ACCORDANCE WITH THE POLICIES AND PROCEDURES OF THE CORPORATION. THE CORPORATION HAS THE FOLLOWING CATEGORIES OF MEMBERS: A. TIER I MEMBERS - TO BE ELIGIBLE FOR TIER I MEMBERSHIP, A FIRM OR CORPORATION MUST BE A PHARMACEUTICAL OR BIOTECHNOLOGY COMPANY WITH AN ANNUAL BUDGET FOR RESEARCH AND DEVELOPMENT IN EXCESS OF $2.5 BILLION. ELIGIBILITY FOR TIER I MEMBERSHIP IS ESTABLISHED BASED UPON A COMPANY'S PUBLICALLY AVAILABLE RESEARCH AND DEVELOPMENT EXPENDITURES OVER THE THREE (3) YEAR PERIOD PRECEDING THE DATE THE COMPANY APPLIES TO JOIN THE CORPORATION. THE INITIAL TIER I MEMBERS ARE FURTHER DEFINED AS THE "CHARTER MEMBERS." B. TIER II MEMBERS - TO BE ELIGIBLE FOR TIER II MEMBERSHIP, A FIRM OR CORPORATION MUST BE A PHARMACEUTICAL OR BIOTECHNOLOGY COMPANY WITH AN ANNUAL BUDGET FOR RESEARCH AND DEVELOPMENT THAT IS LESS THAN $2.5 BILLION BUT MORE THAN $100 MILLION. ELIGIBILITY FOR TIER II MEMBERSHIP WILL BE ESTABLISHED BASED UPON A COMPANY'S PUBLICALLY AVAILABLE RESEARCH AND DEVELOPMENT EXPENDITURES OVER THE THREE (3) YEAR PERIOD PRECEDING THE DATE THE COMPANY APPLIES TO JOIN THE CORPORATION. C. ASSOCIATE MEMBERS - TO BE ELIGIBLE FOR ASSOCIATE MEMBERSHIP, A FIRM OR CORPORATION MUST BE A PHARMACEUTICAL OR BIOTECHNOLOGY COMPANY WITH AN ANNUAL BUDGET FOR RESEARCH AND DEVELOPMENT THAT IS LESS THAN $100 MILLION. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE BOARD OF DIRECTORS SHALL BE COMPRISED OF UP TO TWENTY-TWO (22) DIRECTORS; PROVIDED THAT: (I) TEN (10) SEATS ARE FILLED BY DIRECTORS WHO ARE REPRESENTATIVES OF THE CHARTER MEMBERS; (II) UP TO FIVE (5) ADDITIONAL SEATS SHALL BE FILLED BY DIRECTORS WHO ARE REPRESENTATIVES OF THE TIER I MEMBERS WHO ARE NOT CHARTER MEMBERS; (III) UP TO SIX (6) SEATS SHALL BE FILLED BY DIRECTORS WHO ARE REPRESENTATIVES OF THE TIER II MEMBERS; AND (IV) ONE (1) SEAT SHALL BE FILLED BY THE CHIEF EXECUTIVE OFFICER OF THE CORPORATION. THE CORPORATION'S BYLAWS STATE THAT DIRECTORS SHALL BE ELECTED OR APPOINTED, AS APPLICABLE, ANNUALLY AT THE ANNUAL MEETING OF MEMBERS AND SHALL SERVE UNTIL THE FOLLOWING ANNUAL MEETING OF MEMBERS AND UNTIL THEIR SUCCESSORS ARE ELECTED OR APPOINTED, AS APPLICABLE, AND QUALIFIED. EACH CHARTER MEMBER SHALL HAVE THE RIGHT TO APPOINT A REPRESENTATIVE OF THE CHARTER MEMBER TO SERVE AS A CHARTER MEMBER DIRECTOR. TIER I AT-LARGE DIRECTORS SHALL BE ELECTED BY A PLURALITY VOTE OF THE TIER I MEMBERS, WHICH INCLUDE THE CHARTER MEMBERS. TIER II DIRECTORS SHALL BE ELECTED BY A PLURALITY VOTE OF THE TIER II MEMBERS. THE CEO DIRECTOR SHALL SERVE EX-OFFICIO, FOR SO LONG AS HE OR SHE SHALL HOLD THE OFFICE OF CHIEF EXECUTIVE OFFICER. EACH TIER I MEMBER SHALL BE ENTITLED TO THREE (3) VOTES AT EVERY MEETING OF MEMBERS ON MATTERS WHICH TIER I MEMBERS ARE ENTITLED TO VOTE. EACH TIER II MEMBER SHALL BE ENTITLED TO ONE (1) VOTE AT EVERY MEETING OF MEMBERS ON MATTERS WHICH TIER II MEMBERS ARE ENTITLED TO VOTE. ASSOCIATE MEMBERS SHALL BE ENTITLED TO NOTICE OF AND TO ATTEND MEETINGS OF THE MEMBERS BUT SHALL NOT BE ENTITLED TO VOTE AT SUCH MEETINGS. NOTWITHSTANDING THE ABOVE, IN ORDER TO BE ELIGIBLE TO VOTE, A MEMBER MUST BE IN GOOD STANDING AND ITS DUES AND ASSESSMENTS PAID IN FULL. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FINANCE COMMITTEE AND MANAGEMENT REVIEW AND APPROVE THE FORM 990. THE FORM IS THEN DISTRIBUTED TO ALL MEMBERS OF THE BOARD FOR THEIR REVIEW BEFORE FILING WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH DIRECTOR AND OFFICER OF THE CORPORATION IS REQUIRED TO ANNUALLY ACKNOWLEDGE THE CONFLICT OF INTEREST POLICY, AFFIRMING THAT SUCH PERSON HAS RECEIVED, READ AND UNDERSTANDS, AND AGREED TO COMPLY WITH THE CONFLICT OF INTEREST POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ORGANIZATION'S EXECUTIVE COMPENSATION COMMITTEE, CONSISTING OF INDEPENDENT DIRECTORS, ANNUALLY REVIEWS AND APPROVES THE CEO'S COMPENSATION PACKAGE. THE CEO APPROVES THE COMPENSATION FOR THE CHIEF OPERATING OFFICER, AND ALL OTHER KEY EMPLOYEES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY AND OTHER CORPORATE POLICIES ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | PROJECT MANAGEMENT FEES: PROGRAM SERVICE EXPENSES 10,346,600. MANAGEMENT AND GENERAL EXPENSES 76,889. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,423,489. EXTERNAL CONTRACTOR SUPPORT: PROGRAM SERVICE EXPENSES 2,277,829. MANAGEMENT AND GENERAL EXPENSES 30,592. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,308,421. COMMUNICATIONS FEES: PROGRAM SERVICE EXPENSES 187,187. MANAGEMENT AND GENERAL EXPENSES 732,319. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 919,506. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BIOCELERATE LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 CONSHOHOCKEN STATE ROAD STE 420 | AddressLine1Txt |
| City | WEST CONSHOHOCKEN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19428 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 475492971 | EIN |
| Primary Activities | TO IMPROVE EFFICIENCIES IN PRECLINICAL RESEARCH. | PrimaryActivitiesTxt |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Total Income | $1,293,000 | TotalIncomeAmt |
| End Of Year Assets | $1,970,641 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRANSCELERATE BIOPHARMA INC | BusinessNameLine1Txt |