STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

PARTNERS IN INNOVATION EDUCATION AND RESEARCH CONSORTIUM: Form 990EZ, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
PARTNERS IN INNOVATION EDUCATION AND RESEARCH CONSORTIUM (EIN 83-0980457)
Tax period
2021-07-01 to 2022-06-30
Filed
2023-02-27
IRS object ID
202310589349201166
Schema version
2021v4.2
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

FieldValueIRS element (for citing)
Return2023-02-27T15:43:04-06:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WithumSmithBrown PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11835 MARKET STREET STE 1710AddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP191032945ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2021-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN830980457EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PARTNERS IN INNOVATION EDUCATION ANDBusinessNameLine1Txt
Business Name Line2RESEARCH CONSORTIUM LLCBusinessNameLine2Txt
FieldValueIRS element (for citing)
In Care Of% TREASURERInCareOfNm
Business Name ControlPARTBusinessNameControlTxt
Phone2159550713PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1833 CHESTNUT STREET SUITE 900AddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19107ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID J WHELLAN MDPersonNm
Person TitleCHIEF OPERATING OFFPersonTitleTxt
Phone2159550713PhoneNum
Signature2023-02-26SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDAVID JPersonFirstNm
Person LastWHELLAN MDPersonLastNm
FieldValueIRS element (for citing)
SSN000000000SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonScott J MarianiPreparerPersonNm
PTINP00642486PTIN
Phone2155462140PhoneNum
Preparation2023-02-26PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website AddressWWW.PIERCONSORTIUM.ORGWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization OtherYes (X)TypeOfOrganizationOtherInd
Type Of Organization OtherLLCTypeOfOrganizationOtherDesc
Gross Receipts$91,841GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Program Service Revenue$91,841ProgramServiceRevenueAmt
Cost Or Other Basis Expense Sale$0CostOrOtherBasisExpenseSaleAmt
Gain Or Loss From Sale Of Assets$0GainOrLossFromSaleOfAssetsAmt
Special Events Direct Expenses$0SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$0SpecialEventsNetIncomeLossAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Gross Profit Loss Sls Of Invntry$0GrossProfitLossSlsOfInvntryAmt
Total Revenue$91,841TotalRevenueAmt
Salaries Other Comp Empl Bnft$0SalariesOtherCompEmplBnftAmt
Fees And Other Pymt To Ind Cntrct$5,665FeesAndOtherPymtToIndCntrctAmt
Other Expenses Total$258,950OtherExpensesTotalAmt
Total Expenses$264,615TotalExpensesAmt
Excess Or Deficit For Year-$172,774ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$95,534NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$145,000OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$67,760NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$95,534BOYAmt
EOY$67,760EOYAmt

Land And Buildings LandAndBuildingsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$95,534BOYAmt
EOY$67,760EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$95,534BOYAmt
EOY$67,760EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposePIER CONSORTIUM'S MISSION IS TO UNITE RESEARCHERS, SPONSORS AND PATIENTS IN INNOVATING AND TRANSFORMING CLINICAL RESEARCH. SIMULTANEOUSLY THE ORGANIZATION FOCUSES ON SAFETY, QUALITY, AND ADVANCING THE PREVENTION, DIAGNOSIS AND TREATMENT OF DISEASE. PIER CONSORTIUM OFFERS A UNIQUE APPROACH TO CLINICAL RESEARCH BY ACCELERATING CLINICAL TRIALS AND FACILITATING THE SHARING OF IDEAS ACROSS THE CONSORTIUM AND WITHIN ITS COMMUNITIES. THE ORGANIZATION'S VISION IS TO LEVERAGE THE SERVICES, EXPERTISE, AND SCIENTIFIC KNOWLEDGE FROM EACH MEMBER IN AN EFFORT TO IDENTIFY WAYS TO IMPROVE THE LIVES OF ITS PATIENTS AND COMMUNITIES.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp

FieldValueIRS element (for citing)
Description Program Srvc AccomEXPENSES INCURRED IN UNITING RESEARCHERS, SPONSORS AND PATIENTS IN INNOVATING AND TRANSFORMING CLINICAL RESEARCH.DescriptionProgramSrvcAccomTxt
Grants And Allocations$0GrantsAndAllocationsAmt
Program Service Expenses$264,615ProgramServiceExpensesAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$264,615TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (8 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ATLANTIC HEALTH SYSTEM INC
INSTITUTIONAL TRUSTEE1.0$0$0$0
DREXEL UNIVERSITY
INSTITUTIONAL TRUSTEE1.0$0$0$0
MAIN LINE HEALTH INC
INSTITUTIONAL TRUSTEE1.0$0$0$0
THOMAS JEFFERSON UNIVERSITY
INSTITUTIONAL TRUSTEE1.0$0$0$0
ALBERT EINSTEIN HEALTH NETWORK
INST. TRUSTEE (TERM 10/4/21)1.0$0$0$0
KENNY J SIMANSKY PHD
CHAIRMAN - OFFICER1.0$0$0$0
MARY KLEIN PHD
TREASURER - OFFICER1.0$0$0$0
DAVID J WHELLAN M D
CHIEF OPERATING OFFICER20.0$0$0$0
FieldValueIRS element (for citing)
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not RptfalseChgMadeToOrgnzngDocNotRptInd
Organization Had UBIfalseOrganizationHadUBIInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Form1120 Pol FiledfalseForm1120PolFiledInd
Made Loans To From OfficersfalseMadeLoansToFromOfficersInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonTREASURERPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1833 CHESTNUT STREET SUITE 900AddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19107ZIPCd
FieldValueIRS element (for citing)
Phone2159550713PhoneNum
FieldValueIRS element (for citing)
Foreign Financial AccountfalseForeignFinancialAccountInd
Foreign OfficefalseForeignOfficeInd
Donor Advised FndsfalseDonorAdvisedFndsInd
Operate HospitalfalseOperateHospitalInd
Tanning Services ProvidedfalseTanningServicesProvidedInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
School OperatingfalseSchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Other Employee Paid Over100k0OtherEmployeePaidOver100kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

FieldValueIRS element (for citing)
PersonTHOMAS JEFFERSON UNIVERSITYPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11101 MARKET STREET SUITE 2004AddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19107ZIPCd
FieldValueIRS element (for citing)
Service TypeMANAGERIALServiceTypeTxt
Compensation$104,170CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
Filed Schedule AYes (true)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
Supported Organizations4SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp (4 entries)

EINEINOrganization TypeOrganizationTypeCdGoverning Document ListedGoverningDocumentListedIndSupportSupportAmtOther SupportOtherSupportAmt
ATLANTIC HEALTH SYSTEM INC
2233803753Yes (true)$0$0
DREXEL UNIVERSITY
2313526302Yes (true)$0$0
MAIN LINE HEALTH INC
2323315313Yes (true)$0$0
THOMAS JEFFERSON UNIVERSITY
2313526512Yes (true)$0$0
FieldValueIRS element (for citing)
Supported Organizations Total4SupportedOrganizationsTotalCnt
Support Sum$0SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (true)ListedByNameGoverningDocInd
Suprt Org No IRS DeterminationfalseSuprtOrgNoIRSDeterminationInd
Supported Org Section C456falseSupportedOrgSectionC456Ind
Supported Org Not Organized USfalseSupportedOrgNotOrganizedUSInd
Organization Change Suprt OrgYes (true)OrganizationChangeSuprtOrgInd
Supported Org Class DesignatedYes (true)SupportedOrgClassDesignatedInd
Substitution Beyond Org CntlfalseSubstitutionBeyondOrgCntlInd
Support Non Supported OrgfalseSupportNonSupportedOrgInd
Payment Substantial ContribtrfalsePaymentSubstantialContribtrInd
Loan Disqualified PersonfalseLoanDisqualifiedPersonInd
Controlled Disqualified PrsnfalseControlledDisqualifiedPrsnInd
Disqualified Prsn Controll IntfalseDisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr IntfalseDisqualifiedPrsnOwnrIntInd
Excess Business Holdings RulesfalseExcessBusinessHoldingsRulesInd
Contribution ControllerfalseContributionControllerInd
Contribution FamilyfalseContributionFamilyInd
Contribution35 ControlledfalseContribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir TrstYes (true)PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt OrgfalseOperateBenefitNonSuprtOrgInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE A, PART I; QUESTION 12GTHE ORGANIZATION'S MEMBERS ARE ITS SUPPORTED ORGANIZATIONS. THE FOLLOWING ORGANIZATIONS ARE PIER CONSORTIUM'S SUPPORTED ORGANIZATIONS: - ATLANTIC HEALTH SYSTEM, INC. - DREXEL UNIVERSITY - MAIN LINE HEALTH, INC. - THOMAS JEFFERSON UNIVERSITY ATLANTIC HEALTH SYSTEM, INC. ("ATLANTIC HEALTH") IS A TAX-EXEMPT ORGANIZATION DESCRIBED IN CODE SECTION 501(C)(3), AND A PUBLIC CHARITY AS A SUPPORTING ORGANIZATION UNDER CODE SECTION 509(A)(3). ATLANTIC HEALTH'S ACTIVE AFFILIATES OPERATING TAX-EXEMPT HOSPITALS INCLUDE MORRISTOWN MEDICAL CENTER, OVERLOOK MEDICAL CENTER, NEWTON MEDICAL CENTER, CHILTON MEDICAL CENTER, HACKETTSTOWN MEDICAL CENTER AND GORYEB CHILDREN'S HOSPITAL; ALL OF WHICH ARE TAX-EXEMPT ORGANIZATIONS DESCRIBED IN CODE SECTION 501(C)(3) AND PUBLIC CHARITIES PURSUANT TO CODE SECTION 170(B)(1)(A)(III). DREXEL UNIVERSITY IS A TAX-EXEMPT ORGANIZATION DESCRIBED IN CODE SECTION 501(C)(3), AND A PUBLIC CHARITY AS A SUPPORTING ORGANIZATION UNDER CODE SECTION 170(B)(1)(A)(II). MAIN LINE HEALTH, INC. ("MAIN LINE") IS A TAX-EXEMPT ORGANIZATION DESCRIBED IN CODE SECTION 501(C)(3), AND A PUBLIC CHARITY AS A SUPPORTING ORGANIZATION UNDER CODE SECTION 509(A)(3). MAIN LINE'S ACTIVE AFFILIATES OPERATING TAX-EXEMPT HOSPITALS INCLUDE LANKENAU MEDICAL CENTER, BRYN MAWR HOSPITAL, PAOLI HOSPITAL, RIDDLE HOSPITAL AND BRYN MAWR REHABILITATION HOSPITAL; ALL OF WHICH ARE TAX-EXEMPT ORGANIZATIONS DESCRIBED IN CODE SECTION 501(C)(3) AND PUBLIC CHARITIES PURSUANT TO CODE SECTION 170(B)(1)(A)(III). THOMAS JEFFERSON UNIVERSITY ("JEFFERSON") IS A TAX-EXEMPT ORGANIZATION DESCRIBED IN CODE SECTION 501(C)(3), AND A PUBLIC CHARITY AS A SUPPORTING ORGANIZATION UNDER CODE SECTION 170(B)(1)(A)(II). EFFECTIVE OCTOBER 4, 2021, PURSUANT TO THE TERMS OF AN INTEGRATION AGREEMENT, THOMAS JEFFERSON UNIVERSITY BECAME THE SOLE MEMBER OF ALBERT EINSTEIN HEALTHCARE NETWORK. THOMAS JEFFERSON UNIVERSITY IS THE ULTIMATE SOLE MEMBER OF VARIOUS AFFILIATES WHICH INCLUDE THE FOLLOWING HOSPITAL FACILITIES: EINSTEIN MEDICAL CENTER ELKINS PARK, EINSTEIN MEDICAL CENTER MONTGOMERY, EINSTEIN MEDICAL CENTER PHILADELPHIA, JEFFERSON ABINGTON HOSPITAL, JEFFERSON BUCKS HOSPITAL, JEFFERSON CHERRY HILL HOSPITAL, JEFFERSON FRANKFORD HOSPITAL, JEFFERSON HOSPITAL FOR NEUROSCIENCE, JEFFERSON LANSDALE HOSPITAL, JEFFERSON METHODIST HOSPITAL, JEFFERSON STRATFORD HOSPITAL, JEFFERSON TORRESDALE HOSPITAL, JEFFERSON WASHINGTON TOWNSHIP HOSPITAL, MAGEE REHABILITATION HOSPITAL, MOSS REHAB, ROTHMAN ORTHOPAEDIC SPECIALTY HOSPITAL AT BENSALEM AND THOMAS JEFFERSON UNIVERSITY HOSPITAL; ALL OF WHICH ARE TAX-EXEMPT ORGANIZATIONS DESCRIBED IN CODE SECTION 501(C)(3) AND PUBLIC CHARITIES PURSUANT TO CODE SECTION 170(B)(1)(A)(III). AS NOTED ABOVE, SOME OF PIER'S SUPPORTED ORGANIZATIONS ARE SUPPORTING ORGANIZATIONS UNDER CODE SECTION 509(A)(3). IN ACCORDANCE WITH IRS FORM 990 RULES AND REGULATIONS, THE ORGANIZATIONS NAMED IN COLUMN (I), MAY ONLY ENTER LINES 1 THROUGH 10 WITHIN COLUMN (III) FOR EACH OF ITS SUPPORTED ORGANIZATION. THEREFORE, THE PUBLIC CHARITY STATUS LISTED WITHIN THIS SECTION FOR SOME OF PIER'S SUPPORTED ORGANIZATIONS REFLECT THE PUBLIC CHARITY STATUS OF THE ORGANIZATION SUPPORTED BY PIER'S SUPPORTED ORGANIZATIONS, RATHER THAN THE PUBLIC CHARITY STATUS OF THE SUPPORTED ORGANIZATION ITSELF.
SCHEDULE A, PART IV; SECTION A, QUESTION 5AEFFECTIVE OCTOBER 4, 2021, PURSUANT TO THE TERMS OF AN INTEGRATION AGREEMENT, THOMAS JEFFERSON UNIVERSITY BECAME THE SOLE MEMBER OF ALBERT EINSTEIN HEALTHCARE NETWORK. AS A RESULT OF THE INTEGRATION, ALBERT EINSTEIN HEALTHCARE NETWORK VOLUNTARILY WITHDREW AS A MEMBER OF THE ORGANIZATION AND WAS THUS REMOVED AS A SUPPORTED ORGANIZATION. THIS ACTION WAS ACCOMPLISHED IN ACCORDANCE WITH ARTICLE X, TRANSFER OF INTERESTS; WITHDRAWAL OF MEMBERSHIP WITHIN THE ORGANIZATION'S OPERATING AGREEMENT.
SCHEDULE A, PART IV; SECTION A, QUESTIONS 5B & 5CDURING THE FISCAL YEAR ENDED JUNE 30, 2022, NO ORGANIZATIONS WERE ADDED OR SUBSTITUTED AS SUPPORTED ORGANIZATIONS. RATHER, ALBERT EINSTEIN HEALTHCARE NETWORK VOLUNTARILY WITHDREW AS A MEMBER OF THE ORGANIZATION AND WAS THUS REMOVED AS A SUPPORTED ORGANIZATION. IN THE EVENT THAT A SUPPORTED ORGANIZATION IS ADDED OR SUBSTITUTED IN THE FUTURE, THE SUPPORTED ORGANIZATION WILL BE WITHIN THE CLASS OR CLASSES DESIGNATED IN THE ORGANIZATION'S OPERATING AGREEMENT.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
CORE FORM, PART V; INFO REGARDING PERSONAL BENEFIT CONTRACTSTHE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY, OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT. THE ORGANIZATION DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY, OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
CORE FORM, PART IVEFFECTIVE OCTOBER 4, 2021, PURSUANT TO THE TERMS OF AN INTEGRATION AGREEMENT, THOMAS JEFFERSON UNIVERSITY BECAME THE SOLE MEMBER OF ALBERT EINSTEIN HEALTHCARE NETWORK. AS A RESULT OF THE INTEGRATION, ALBERT EINSTEIN HEALTHCARE NETWORK VOLUNTARILY WITHDREW AS A MEMBER OF THE ORGANIZATION. PURSUANT TO ARTICLE X, SECTION 10.4, CESSATION OF A MEMBER, WITHIN THE ORGANIZATION'S OPERATING AGREEMENT, ALBERT EINSTEIN HEALTHCARE NETWORK'S MEMBERSHIP INTEREST WAS FORFEITED AND APPOINTED IN PROPORTION TO THE MEMBERSHIP INTEREST OF EACH OF THE ORGANIZATION'S REMAINING MEMBERS.
FORM 990EZ PART I LINE 16Description:INSURANCE Amount:17023
FORM 990EZ PART I LINE 16Description:BANK SERVICE CHARGES Amount:5067
FORM 990EZ PART I LINE 16Description:CLINICAL TRIAL SOFTWARE FEES Amount:84000
FORM 990EZ PART I LINE 16Description:CLINICAL RESEARCH ADMINISTRATIVE SVCS. Amount:6544
FORM 990EZ PART I LINE 16Description:CLINICAL TRIAL FEES Amount:42146
FORM 990EZ PART I LINE 16Description:PURCHASED SERVICES Amount:104170
FORM 990EZ PART I LINE 20Description:MEMBER CAPITAL CONTRIBUTIONS Amount:145000