THE CLINICAL RESEARCH FORUM INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE CLINICAL RESEARCH FORUM INC (EIN 04-3809491)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-07-15
- IRS object ID
- 202411979349301141
- Schema version
- 2023v5.1
- 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 | 2024-07-15T12:26:24-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521853933 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JM&M | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10500 LITTLE PATUXENT PARKWAY SUITE | AddressLine1Txt |
| Address Line2 | 770 | AddressLine2Txt |
| City | COLUMBIA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21044 | 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 | 043809491 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLINICAL RESEARCH FORUM INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CLIN | BusinessNameControlTxt |
| Phone | 2023671176 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 K ST NW 300 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20006 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREA VAN HOOK | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2023671176 | PhoneNum |
| Signature | 2024-07-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ANDREA | PersonFirstNm |
| Person Last | VAN HOOK | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SEAN MCELWANEY | PreparerPersonNm |
| PTIN | P01608821 | PTIN |
| Phone | 4108840220 | 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 | ANDREA VAN HOOK | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 K ST NW 300 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $465,518 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.CLINICALRESEARCHFORUM.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2005 | FormationYr |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE LEADERSHIP TO THE NATIONAL CLINICAL AND TRANSLATIONAL RESEARCH ENTERPRISE AND PROMOTE UNDERSTANDING AND SUPPORT FOR CLINICAL RESEARCH AND ITS IMPACT ON HEALTH AND HEALTHCARE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 16 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,538 | PYContributionsGrantsAmt |
| CY Contributions Grants | $23,000 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $403,198 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $408,478 | CYProgramServiceRevenueAmt |
| PY Investment Income | $16,430 | PYInvestmentIncomeAmt |
| CY Investment Income | $34,040 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $425,166 | PYTotalRevenueAmt |
| CY Total Revenue | $465,518 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $17,500 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $17,500 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $422,026 | PYOtherExpensesAmt |
| CY Other Expenses | $528,716 | CYOtherExpensesAmt |
| PY Total Expenses | $439,526 | PYTotalExpensesAmt |
| CY Total Expenses | $546,216 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$14,360 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$80,698 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $950,176 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,080,307 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,010 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $171,000 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $949,166 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $909,307 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO PROVIDE LEADERSHIP TO THE NATIONAL CLINICAL AND TRANSLATIONAL RESEARCH ENTERPRISE AND PROMOTE UNDERSTANDING AND SUPPORT FOR CLINICAL RESEARCH AND ITS IMPACT ON HEALTH AND HEALTHCARE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $177,434 | ExpenseAmt |
| Grant | $17,500 | GrantAmt |
| Desc | TOP TEN CLINICAL RESEARCH ACHIEVEMENT AWARDS - THE TOP TEN CLINICAL RESEARCH ACHIEVEMENT AWARDS HONOR OUTSTANDING ACCOMPLISHMENTS AND MAJOR ADVANCES RESULTING FROM THE NATION'S INVESTMENT IN RESEARCH TO BENEFIT THE HEALTH AND WELFARE OF ITS CITIZENS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $45,870 | ExpenseAmt |
| Revenue | $535 | RevenueAmt |
| Desc | ANNUAL MEETING - THE SENIOR LEADERSHIP MEETING IS AN ANNUAL CONVENING OF SENIOR LEADERS FROM ACADEMIC HEALTH CENTER MEMBER INSTITUTIONS. THIS FOCUSED, INTIMATE MEETING INCLUDES AN ADVOCACY AND POLICY UPDATE, INVITED SPEAKERS FROM RELEVANT GOVERNMENT AGENCIES, AND A STRATEGIC PLANNING DISCUSSION FOR THE ORGANIZATION. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $43,117 | ExpenseAmt |
| Revenue | $392,150 | RevenueAmt |
| Desc | MEMBERSHIP - THE MEMBERSHIP SERVICES INCLUDES DUES INVOICING AND PROCESSING AND DATABASE UPDATES OF ORGANIZATIONAL MEMBERS AND THEIR TEAMS SO THAT THEY CAN ACCESS THEIR BENEFITS, REGISTER FOR EVENTS, JOIN NEW MEMBER ORIENTATION, AND ACCESS COMMITTEE AND VOLUNTEER SUPPORT. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | DescDesc | RevenueRevenueAmt |
|---|---|---|
| $39,497 | ADVOCACY - THE COALITION FOR CLINICAL AND TRANSLATIONAL SCIENCE (CCTS) IS THE UNIFIED VOICE OF THE CLINICAL AND TRANSLATIONAL SCIENCE RESEARCH COMMUNITY, OF WHICH THE CLINICAL RESEARCH FORUM IS A MEMBER. STARTED AS A COALITION OF ORGANIZATIONS WITH A SHARED MISSION TO SUPPORT CLINICAL AND TRANSLATIONAL SCIENCE, CCTS HAS GROWN INTO A NATIONWIDE GRASSROOTS NETWORK OF DEDICATED INDIVIDUALS WHO WORK TOGETHER TO EDUCATE CONGRESS AND THE ADMINISTRATION ABOUT THE VALUE AND IMPORTANCE OF FEDERAL CLINICAL AND TRANSLATIONAL RESEARCH AND RESEARCH TRAINING AND CAREER DEVELOPMENT ACTIVITIES. | |
| $27,034 | IT ROUNDTABLE - THE CLINICAL RESEARCH FORUM CONSIDERS THE INTEGRATION OF INFORMATION TECHNOLOGY (IT) AND CLINICAL RESEARCH A HIGH PRIORITY FOR ITS MEMBERS. THE IT ROUNDTABLE WAS INITIATED IN 2005 AND HAS CONTINUED TO BE ONE OF THE FORUM'S MOST ENGAGING INITIATIVES. ROUNDTABLE MEETINGS PROVIDE A VENUE FOR ACADEMIC HEALTH CENTER LEADERS TO SHARE EXPERIENCES AND WORK WITH VENDORS TO ADDRESS KEY IT ISSUES IN CLINICAL RESEARCH SUCH AS THE INTERFACE OF CLINICAL SERVICES AND CLINICAL RESEARCH DATA, WAREHOUSING, DATA SECURITY, ELECTRONIC HEALTH RECORD PLATFORMS, AND GOVERNANCE. | $15,793 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $66,531 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $15,793 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $332,952 | 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 | Yes (1) | 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 | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | 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 | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| 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 | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| 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 | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | 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 | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | 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 | SMITHBUCKLIN CORPORATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2023671176 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 K ST NW 300 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| HARRY P SELKER MD MSPH | ||||||
| CHAIR | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| HERBERT PARDES MD | ||||||
| VICE-CHAIR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| WILLIAM L LOWE JR MD | ||||||
| SECRETARY/TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BARRY S COLLER MD | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANNE B CURTIS MD | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PAMELA DAVIS MD PHD | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MAURIZIO FAVA MD | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| HARRY B GREENBERG MD | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RACHEL HESS MD MS | ||||||
| DIRECTOR AS OF APRIL 2023 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RAINU KAUSHAL MD | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| EMMA MEAGHER MD | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| E ALBERT REECE MD PHD MBA | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ARTHUR H RUBENSTEIN MBBCH | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANANTHA SHEKHAR MD PHD | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CONSUELO H WILKINS MD MSCI | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DUANE MITCHELL MD PHD | ||||||
| DIRECTOR AS OF APRIL 2023 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANDREA VAN HOOK | ||||||
| EXECUTIVE DIRECTOR | 15.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SMITHBUCKLIN CORPORATION | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 K STREET NW 3RD FLOOR NORTH | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | MANAGEMENT/ED COMPENSATION | ServicesDesc |
| Compensation | $385,699 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $23,000 | GovernmentGrantsAmt |
| Total Contributions | $23,000 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MEMBERSHIP DUES | 900099 | $392,150 | $392,150 |
| IT ROUNDTABLE DUES/REG | 900099 | $15,793 | $15,793 |
| CAREER CENTER | 900099 | $535 | $535 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $408,478 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,986 | TotalRevenueColumnAmt |
| Exclusion | $18,986 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $15,054 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $15,054 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,054 | TotalRevenueColumnAmt |
| Exclusion | $15,054 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $465,518 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $408,478 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $34,040 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,500 | TotalAmt |
| Program Services | $17,500 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $370,582 | TotalAmt |
| Program Services | $219,048 | ProgramServicesAmt |
| Management And General | $151,534 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,005 | TotalAmt |
| Management And General | $1,005 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,300 | TotalAmt |
| Management And General | $9,300 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,408 | TotalAmt |
| Program Services | $39,408 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,054 | TotalAmt |
| Program Services | $11,502 | ProgramServicesAmt |
| Management And General | $24,552 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,293 | TotalAmt |
| Program Services | $1,597 | ProgramServicesAmt |
| Management And General | $11,696 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,664 | TotalAmt |
| Program Services | $20,664 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,526 | TotalAmt |
| Program Services | $22,349 | ProgramServicesAmt |
| Management And General | $1,177 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,982 | TotalAmt |
| Management And General | $5,982 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|
| DUES AND SUBSCRIPTIONS | $6,125 | $6,125 | |
| MISCELLANEOUS | $1,308 | $1,308 | |
| AWARDS | $884 | $884 | |
| LICENSES, FEES AND TAXE | $585 | $585 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $546,216 | TotalAmt |
| Program Services | $332,952 | ProgramServicesAmt |
| Management And General | $213,264 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $346,381 | BOYAmt |
| EOY | $398,398 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $3,064 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,584 | BOYAmt |
| EOY | $3,755 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $600,211 | BOYAmt |
| EOY | $675,090 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $950,176 | BOYAmt |
| EOY | $1,080,307 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,010 | BOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $171,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,010 | BOYAmt |
| EOY | $171,000 | 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 | $882,909 | BOYAmt |
| EOY | $841,203 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,257 | BOYAmt |
| EOY | $68,104 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $949,166 | BOYAmt |
| EOY | $909,307 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $950,176 | BOYAmt |
| EOY | $1,080,307 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$80,698 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $40,839 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nonded | Yes (1) | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | 0 | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | 0 | AgreeCarryoverPriorYearInd |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $66,257 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $9,347 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $7,500 | GrantsOrScholarshipsAmt |
| End Year Balance | $68,104 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $86,974 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$13,217 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $7,500 | GrantsOrScholarshipsAmt |
| End Year Balance | $66,257 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $89,287 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $5,187 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $7,500 | GrantsOrScholarshipsAmt |
| End Year Balance | $86,974 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $87,806 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $8,981 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $7,500 | GrantsOrScholarshipsAmt |
| End Year Balance | $89,287 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $82,769 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $12,537 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $7,500 | GrantsOrScholarshipsAmt |
| End Year Balance | $87,806 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Endowment Balance EOY | 1.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | A FUND WITH DONOR RESTRICTIONS HAS BEEN ESTABLISHED TO SUPPORT THE HERBERT PARDES CLINICAL RESEARCH EXCELLENCE AWARD. PER THE DONOR'S INSTRUCTIONS, THE CONTRIBUTED FUNDS AND RELATED EARNINGS THEREON ARE REQUIRED TO BE SEGREGATED IN A SEPARATE INVESTMENT ACCOUNT TO PAY AN ANNUAL AWARD. HOWEVER, IN THE EVENT THE INVESTED FUNDS DO NOT GENERATE SUFFICIENT INCOME IN A GIVEN YEAR, THE ORGANIZATION IS AUTHORIZED TO EXPEND ADDITIONAL FUNDS FROM THE RELATED INVESTMENTS TO MAKE AN AWARD. |
| PART X, LINE 2: | THE ORGANIZATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE CONSOLIDATED FINANCIAL STATEMENTS OR THAT WOULD HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS. THERE ARE NO UNRECOGNIZED TAX BENEFITS OR LIABILITIES THAT NEED TO BE RECORDED. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| THE HERBERT PARDES CLINICAL RESEARCH EXCELLENCE AWARD | 1 | $7,500 |
| DISTINGUISHED CLINICAL RESEARCH ACHIEVEMENT AWARDS | 2 | $10,000 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | CRF AWARDS TEN ACHIEVEMENT AWARDS TO TOP RESEARCHERS. THE TOP THREE AWARDEES RECEIVE MONETARY RECOGNITION, THE REMAINING SEVEN DO NOT. AWARDS ARE RECOGNITIONS OF ACHIEVEMENT, SO NO MONITORING IS NEEDED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | THE CLINICAL RESEARCH FORUM, INC. (CRF) HAS ENTERED INTO A MANAGEMENT CONTRACT WITH SMITHBUCKLIN CORPORATION. UNDER THE TERMS OF THIS AGREEMENT, CRF MAKES PAYMENTS TO SMITHBUCKLIN WHICH COVER STAFF SALARIES, EXECUTIVE DIRECTOR, AND OTHER OVERHEAD EXPENSES. THE FEES INCURRED BY CRF DURING THE CURRENT FISCAL YEAR WERE $370,582 FOR THE FOLLOWING: EXECUTIVE MANAGEMENT - $87,528, MEMBERSHIP AND OPERATIONS SERVICES, EVENT SERVICES, MARKETING AND COMMUNICATIONS SERVICES, FINANCIAL MANAGEMENT AND ACCOUNTING SERVICES, INFORMATION TECHNOLOGY, AND PROMOTIONAL PRODUCTS AND SUPPORT. SMITHBUCKLIN'S PERFORMANCE UNDER THIS AGREEMENT IS MONITORED BY THE BOARD OF CRF. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION'S MEMBERS SHALL BE ACADEMIC HEALTH CENTERS THAT ARE INTERESTED IN PARTICIPATING IN THE ACTIVITIES OF THE CORPORATION OR SUPPORTING ITS MISSION AND PURPOSE AND THAT PAY DUES IN ACCORDANCE WITH THE CORPORATION'S REQUIREMENTS. |
| FORM 990, PART VI, SECTION A, LINE 7A | DIRECTORS SHALL BE ELECTED BY A PLURALITY OF THE VOTES CAST TO A THREE (3) YEAR TERM BY THE CRF MEMBERS AT THE ANNUAL MEETING OR AT ANY SPECIAL MEETING HELD IN LIEU THEREOF, FROM A SLATE OF ONE (1) OR MORE CANDIDATES SELECTED BY THE NOMINATING COMMITTEE FOR EACH OPEN POSITION. |
| FORM 990, PART VI, SECTION A, LINE 7B | EACH CRF MEMBER SHALL HAVE AN EQUAL VOTE AT EVERY MEETING OF THE MEMBERS. UNLESS OTHERWISE PROVIDED BY LAW, THE CERTIFICATE OF INCORPORATION OR THE BY-LAWS, AN AFFIRMATIVE VOTE OF THE MAJORITY OF THE CRF MEMBERS PRESENT AND ENTITLED TO VOTE SHALL DECIDE EVERY QUESTION. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS REVIEWED BY MANAGEMENT AND PROVIDED TO THE FINANCE/AUDIT COMMITTEE AND BOARD OF DIRECTORS BEFORE IT IS SIGNED AND FILED WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE BOARD'S FINANCE COMMITTEE IS RESPONSIBLE FOR ENFORCING COMPLIANCE WITH THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATION DID NOT CHANGE ITS AUDIT OVERSIGHT PROCESS OR SELECTION OF AN INDEPENDENT AUDITOR PROCESS DURING THE TAX YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLINICAL RESEARCH FOUNDATION INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 K STREET NW 3RD FLOOR | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 020773588 | EIN |
| Primary Activities | INACTIVE/FURTHERING EFFECTIVE TRANSLATIONAL RESEARCH | PrimaryActivitiesTxt |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 7 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLINICAL RESEARCH FORUM INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |