TRANSCELERATE BIOPHARMA INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- TRANSCELERATE BIOPHARMA INC (EIN 46-0886344)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-11
- IRS object ID
- 202311319349301941
- Schema version
- 2022v5.0
- 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 | 2023-05-11T10:44:59-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 | 2023-05-09 | 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 | 2022 | 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 | $33,600,302 | 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.TRANSCELERATE BIOPHARMA INC. IS A NON-PROFIT ORGANIZATION DEDICATED TO IMPROVING THE HEALTH OF PEOPLE AROUND THE WORLD BY ACCELERATING AND ENHANCING THE RESEARCH AND DEVELOPMENT (R&D) OF INNOVATIVE NEW THERAPIES. THE ORGANIZATION'S MISSION IS TO COLLABORATE ACROSS THE GLOBAL BIOPHARMACEUTICAL R&D COMMUNITY TO IDENTIFY, DESIGN AND FACILITATE 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 25 | TotalEmployeeCnt |
| Total Volunteers | 29 | 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 | $31,089,166 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $33,532,000 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,494 | PYInvestmentIncomeAmt |
| CY Investment Income | $68,302 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $31,090,660 | PYTotalRevenueAmt |
| CY Total Revenue | $33,600,302 | 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 | $7,917,435 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $9,009,562 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $25,262,906 | PYOtherExpensesAmt |
| CY Other Expenses | $25,252,810 | CYOtherExpensesAmt |
| PY Total Expenses | $33,180,341 | PYTotalExpensesAmt |
| CY Total Expenses | $34,262,372 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,089,681 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$662,070 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $50,373,384 | TotalAssetsBOYAmt |
| Total Assets EOY | $48,482,660 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $39,738,784 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $38,508,812 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $10,634,600 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $9,973,848 | 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 | $23,814,572 | ExpenseAmt |
| Revenue | $33,532,000 | RevenueAmt |
| Desc | IN 2022, TRANSCELERATE DELIVERED THE FOLLOWING ACCOMPLISHMENTS:THE DIGITAL DATA FLOW (DDF) INITIATIVE, COLLABORATED WITH MULTIPLE INDUSTRY PARTNERS, TO RELEASE FOUNDATIONAL STANDARDS THROUGH THE CLINICAL DATA STANDARDS CONSORTIUM AND A MINIMUM VIABLE PRODUCT (MVP) FOR A STUDY DEFINITIONS REPOSITORY (SDR) REFERENCE IMPLEMENTATION, DESIGNED TO ALLOW FOR THE FLOW OF DIGITAL PROTOCOL DATA ACROSS DISPARATE SYSTEMS. TO FURTHER SUPPORT THIS LAUNCH, THE DDF TEAM HOSTED A MONTH-LONG VIRTUAL CONNECTATHON WHERE ORGANIZATIONS WERE ABLE TO DEMONSTRATE CONNECTIVITY OF THEIR SOLUTIONS TO THE SDR, AND SHOWCASE INNOVATIVE USE CASES. TRANSCELERATE'S DIVERSITY OF PARTICIPANTS IN CLINICAL TRIALS INITIATIVE RELEASED A REFERENCE LIST OF KEY SOLUTIONS TO SUPPORT DIVERSIFYING PATIENT POPULATIONS IN CLINICAL TRIALS: A REFERENCE TABLE AND VISUAL LANDSCAPE OF AVAILABLE RESOURCES; A U.S. REGULATORY LANDSCAPE: DIVERSITY IN CLINICAL TRIALS DESIGNED TO HELP IDENTIFY KEY U.S. LEGISLATION AND U.S. FDA POLICY, REGULATION, AND GUIDANCE, AS WELL AS REGULATORY PRECEDENT TO CONSIDER WHEN WORKING TO UNDERSTAND AND IMPROVE THE DIVERSITY AND INCLUSION (D&I) OF ADULT PATIENTS IN CLINICAL TRIALS, FOCUSING ON THE INCLUSION OF RACIAL AND ETHNIC MINORITIES; A SPONSOR TOOLKIT PORTFOLIO AND PROGRAM-LEVEL CONSIDERATIONS FOR DIVERSITY, EQUITY AND INCLUSION OF PARTICIPANTS IN CLINICAL TRIALS (DEICT); THE DIVERSITY COMMUNITY-BASED SITE ENGAGEMENT AND CAPACITY BUILDING SOLUTION PROVIDES AN AGGREGATED COLLECTION OF INSIGHTS AND PERSPECTIVES FROM THE ATTENDING ORGANIZATIONS OF A JUNE 2022 ROUNDTABLE EVENT; THE SPONSOR TOOLKIT SITE ENGAGEMENT AND CAPACITY BUILDING CONSIDERATIONS FOR DIVERSITY, EQUITY AND INCLUSION OF PARTICIPANTS IN CLINICAL TRIALS (DEICT) SOLUTION COMPRISES A SET OF MITIGATION CONSIDERATIONS DESIGNED TO SUPPORT EFFORTS TO SUSTAINABLY PARTNER WITH SITES TO ENABLE THE ENROLLMENT AND RETENTION OF UNDERREPRESENTED PATIENT POPULATIONS IN CLINICAL TRIALS. THE MODERNIZING CLINICAL TRIAL CONDUCT (MCTC) INITIATIVE RELEASED THE CLINICAL TRIALS IN 2031 AND BEYOND REPORT, WHICH CAN HELP THE ECOSYSTEM UNDERSTAND SOME OF THE DIVERSE DRIVERS THAT INFLUENCE THEFUTURE OF CLINICAL TRIALS. THE MCTC INITIATIVE ALSO RELEASED A PARTICIPANT DATA RETURN RESOURCE PACK, WHICH PROVIDES ACCESS TO A CONSOLIDATED SET OF RESOURCES FROM WITHIN THE CLINICAL RESEARCH ECOSYSTEM THAT CAN ASSIST WITH RETURNING INDIVIDUAL DATA GLOBALLY.THE PATIENT EXPERIENCE (PE) INITIATIVE RELEASED A STREAMLINED VERSION OF THE PATIENT PROTOCOL ENGAGEMENT TOOLKIT (P-PET) RESOURCE GUIDE THAT PROVIDES SAMPLE QUESTIONS FOR CONSIDERATION DURING AN ENGAGEMENT WITH PATIENTS AND CAREGIVERS. AN UPDATED VERSION OF THE P-PET USER GUIDE PROVIDES EXAMPLE CASE STUDIES AND WAYS THAT HELP SUPPORT SPONSORS UNDERSTAND HOW TO IMPLEMENT THE P-PET WITHIN THEIR CLINICAL STUDIES. ACCOMPANYING THESE TWO RELEASES IS A QUICK START VIDEO WITH JAPANESE SUBTITLES TO SUPPORT THE ADOPTION OF THE P-PET TOOLKIT. THE TEAM ALSO RELEASED VERSION 2.0 OF THE STUDY PARTICIPANT FEEDBACK QUESTIONNAIRE (SPFQ) SOCIALIZATION PRESENTATION AND THE SPFQ IMPLEMENTATION USER GUIDE. A SPFQ QUESTION BANK ADDENDUM PROVIDES NEW AND REPLACEMENT QUESTIONS TO BE UTILIZED IN CONJUNCTION WITH THE SPFQ.SITE QUALIFICATION & TRAINING (SQT) GOOD CLINICAL PRACTICE MUTUAL RECOGNITION TRAINING DATABASE NOW HAS OVER 1,900 SELF-ATTESTED TRAINING COURSES BY OVER 600 UNIQUE TRAINING PROVIDERS. THE SOCIETY FOR CLINICAL RESEARCH SITES (SCRS) LED A COLLABORATIVE GOVERNANCE EXERCISE USING SITE FEEDBACK TO SUGGEST IMPROVEMENTS FOR TRANSCELERATE'S DELEGATION OF RESPONSIBILITIES LOG, GUIDANCE, AND SUMMARY OF CHANGES TO INCORPORATE SITES' TOP CONCERNS. VERSION 3 OF THIS LOG, ALONG WITH A SUMMARY OF CHANGES DOCUMENT, WAS RELEASED ON SCRS'S WEBSITE IN OCTOBER OF 2022; UPDATED AND RELEASED VERSION 4.0 FINANCIAL DISCLOSURE FORM (FIDS) FORM FOR USABILITY AND TECHNICAL IMPROVEMENTS.THE INTERPRETATION OF CLINICAL GUIDANCES & REGULATIONS (IGR) INITIATIVE FOCUSED ON CREATING SOLUTIONS TO HELP STAKEHOLDERS NAVIGATE THE NEW REVISIONS OF ICH E8 (2022) AND E6 (2023).THE MODERNIZATION OF STATISTICAL ANALYTICS (MOA) INITIATIVE RELEASED A CASE STUDY VIDEO LIBRARY. THESE SIX NARRATED CASE STUDY VIDEO PRESENTATIONS WILL HELP VIEWERS UNDERSTAND THE PRACTICAL USE OF THE MSA FRAMEWORK, AS THEY EXPLORE USING NON-TRADITIONAL ANALYTICAL SOFTWARE (INCLUDING OPEN-SOURCE SOFTWARE) IN HEALTH AUTHORITY REGULATORY SUBMISSIONS.THE CLINICAL CONTENT & REUSE INITIATIVE PUBLISHED THE CC&R PROCEDURES LIBRARY WHITE PAPER "EXAMINING POSSIBILITIES FOR A CONSISTENT PROCEDURES LIBRARY TO MODERNIZE CLINICAL TRIALS: A TRANSCELERATE POINT OF VIEW." CC&R RELEASED THE 2022 CLINICAL TEMPLATE SUITE (CTS) CONTENT ADDENDUM, PROVIDING A "LINE OF SIGHT" TO PLANNED CONTENT UPDATES THAT WILL ULTIMATELY BE CONSIDERED FOR FORMAL INCLUSION IN THE 2023 CTS RELEASE. CC&R UPDATED THE JAPANESE VERSION OF THE BASIC WORD EDITION CORE TEMPLATE AND THE PATIENT LIBRARY. ONE OF TRANSCELERATE'S NEWER INITIATIVES, REALWORLD DATA, LAUNCHED ITS FIRST DELIVERABLE, "PREPARING TO ENGAGE WITH HEALTH AUTHORITIES ON REAL WORLD EVIDENCE FOR MEDICINES: A TRANSCELERATE PERSPECTIVE," ALONG WITH AN ACCOMPANYING INFOGRAPHIC, ON ITS NEW WEBSITE.TRANSCELERATE'S CLINICAL DATA SHARING (CDS) TEAM UPGRADED THE HISTORICAL TRIAL DATA SHARING MODULE IN DATACELERATE. THE COMPARATOR NETWORK INITIATIVE COMPLETED A MAJOR PLATFORM UPGRADE TO HELP TO FACILITATE THE PURCHASE OF COMPARATOR PRODUCTS IN BOTH COMMERCIAL AND NON-COMMERCIAL PRESENTATIONS FOR USE IN CLINICAL TRIALS, AS WELL AS A WEB-BASED ORDERING SYSTEM THAT PARTICIPATING TRANSCELERATE MEMBERS CAN LEVERAGE TO EXECUTE COMPARATOR PRODUCT TRANSACTIONS AND EXCHANGE CRITICAL PRODUCT.THE PRIVACY METHODOLOGY FOR DATA SHARING INITIATIVE RELEASED ITS FIRST SOLUTION, THE EDUCATIONAL TOOLKIT FOR CLINICAL DATA REUSE.THE INTELLIGENT AUTOMATION OPPORTUNITIES IN PHARMACOVIGILANCE (IAO) INITIATIVE PUBLISHED TWO SEPARATE PAPERS IN THE PEER REVIEWED JOURNAL DRUG SAFETY. "INDUSTRY PERSPECTIVE ON ARTIFICIAL INTELLIGENCE MACHINE LEARNING IN PHARMACOVIGILANCE". THE TEAM CREATED A VIDEO PROVIDING AN IN-DEPTH OVERVIEW OF THE PAPER. "BLACK SWAN EVENTS AND INTELLIGENT AUTOMATION FOR ROUTINE SAFETY SURVEILLANCE" OUTLINES SEVERAL STRATEGIES TO ADDRESS DATA ON POTENTIAL BLACK SWAN EVENTS DURING DATA INGESTION. THE IAO TEAM UPDATED THE INTERACTIVE INDIVIDUAL CASE STUDY REPORT (ICSR) AND AUTOMATION TECHNOLOGIES TOOL (IATT) AND ACCOMPANYING TECHNOLOGY MATRIX. THE INTERPRETATION OF PHARMACOVIGILANCE GUIDANCES & REGULATIONS (IGR PV) INITIATIVE RELEASED THE PREGNANCY & BREASTFEEDING REGULATORY LANDSCAPE ASSESSMENT OUTPUTS, THE FIRST SOLUTION ADDRESSING THIS NEW TOPIC FOR TRANSCELERATE.THE PHARMACOVIGILANCE AGREEMENTS OPTIMIZATION (PVAO) INITIATIVE RELEASED VERSION 2.0 OF ITS PHARMACOVIGILANCE AGREEMENTS GLOSSARY. THE PVAO TEAM LAUNCHED A TABLE OF CONTENTS (TOC) THAT OFFERS A FRAMEWORK OF MODULES, HEADINGS, POINTS TO CONSIDER, AND REGULATORY REFERENCES TO MAKE NEGOTIATING AND COMPLYING WITH PVAS MORE EFFICIENT. IDENTIFIED AND CREATED TRANSCELERATE'S NEWEST INITIATIVE: RAPID SIGNAL ASSESSMENT USING REAL WORLD DATA (RSA-RWD). BIOCELERATE, A LIMITED LIABILITY COMPANY CLASSIFIED AS A DISREGARDED ENTITY IN WHICH TRANSCELERATE IS THE SOLE MEMBER, RELEASED VERSION 1.1 OF THE NONCLINICAL COMMON PROTOCOL AND COMMON REPORT TEMPLATES, WHICH FOCUSED ON INCREASING TEMPLATE USABILITY AND EASE OF IMPLEMENTATION TO HELP CROS, SPONSORS AND REGULATORS THROUGH CONSISTENCY AND EFFICIENCIES IN THE PROTOCOL AND REPORT GENERATION PROCESS. A PUBLIC PRIVATE PARTNERSHIP BETWEEN BIOCELERATE AND THE U.S. FOOD & DRUG ADMINISTRATION'S CENTER FOR DRUG EVALUATION AND RESEARCH (CDER), IN CONJUNCTION WITH PHUSE, PUBLISHED THE OPEN-SOURCE R PACKAGE, SENDIGR, WHICH CAN ENABLE USERS TO SEARCH SEND STRUCTURED DATASETS TO SUPPORT CROSS-STUDY ANALYSIS USE CASES. THIS DATABASE SEARCH FUNCTIONALITY IS AN IMPORTANT TOOL IN APPLYING DATA ANALYTIC APPROACHES TO CROSS-STUDY PRECLINICAL TOXICOLOGY DATA.BIOCELERATE'S TOXICOLOGY & BACKGROUND CONTROL DATA INITIATIVE EXPANDED THE SCOPE OF EFFECTIVE DATA SHARING AGREEMENTS ACROSS PARTICIPATING COMPANIES TO SUPPORT SHARING OF STUDIES WITHIN THE DATACELERATE TECHNOLOGY PLATFORM. THIS INCLUDED EXPANDED OPTIONS ESSENTIAL FOR CURRENT ANALYTICAL EFFORTS AND FOUNDATIONAL FOR ENABLING TRANSLATIONAL SAFETY. WITH INCREASED DATA, THE TOXICOLOGY DATA SHARING (TDS) MODULE WILL ENABLE COMPANIES TO PERFORM BETTER TRANSLATION OF PRECLINICAL FINDINGS AND CLOSE CRITICAL GAPS THAT EXIST IN UNDERSTANDING THE RELATIONSHIP BETWEEN PATIENT RESPONSE AND PRECLINICAL TOXICOLOGY FINDINGS. | Desc |
| Total Program Service Expenses | $23,814,572 | 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 | 25 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 25 | 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 | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | 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 (36 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 |
|---|---|---|---|---|---|---|---|
| DALVIR GILL | |||||||
| CEO (THRU 12/31/2022) | 40.00 | Yes (X) | Yes (X) | $2,616,517 | $0 | $81,774 | |
| JANICE CHANG | |||||||
| COO (CEO EFF 01/01/2023) | 40.00 | Yes (X) | $822,931 | $0 | $39,791 | ||
| JENNIFER A BURGESS | |||||||
| VP GLOBAL ENGAGEMENT AND COMMS | 40.00 | $468,177 | $0 | $46,174 | Yes (X) | ||
| ANTHONY GARGES | |||||||
| HEAD OF FINANCE AND ADMINISTRATION | 40.00 | $403,958 | $0 | $52,157 | Yes (X) | ||
| CARA L RINALDI | |||||||
| VP OF PORTFOLIO MANAGEMENT | 40.00 | $401,459 | $0 | $60,158 | Yes (X) | ||
| JENEEN DONADEO | |||||||
| EXEC. DIRECTOR OF PORTFOLIO MANAGEMENT | 40.00 | $385,561 | $0 | $31,699 | Yes (X) | ||
| ROBERT DICICCO | |||||||
| VP OF PORTFOLIO MANAGEMENT | 40.00 | $305,012 | $0 | $46,549 | Yes (X) | ||
| KATHRYN OWEN | |||||||
| CHAIR OF BOARD OF DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| BADHRI SRINIVASAN | |||||||
| VICE CHAIR OF BOARD OF DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| ELIAV BARR | |||||||
| BOARD MEMBER (EFF 04/2022) | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| DIETMAR BERGER | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| ULI BROEDL | |||||||
| BOARD MEMBER (EFF 02/2022) | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| CHRIS CORSICO | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTOPH KOENEN | |||||||
| BOARD MEMBER (EFF 04/2022) | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| MARIA KOUTSOPOULOU | |||||||
| BOARD MEMBER (EFF 04/2022) | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| BARI KOWAL | |||||||
| BOARD MEMBER (EFF 01/2022) | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| MARTIN HOLST LANGE | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| ROB LENZ | |||||||
| 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 | ||
| WILLIAM PAO | |||||||
| BOARD MEMBER (EFF 05/2022) | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| MICHELLE ROHRER | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| MOKASH SHARMA | |||||||
| BOARD MEMBER (EFF 12/2022) | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| TADAAKI TANIGUCHI | |||||||
| BOARD MEMBER (EFF 10/2022) | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| TAKUKO YAMADA-SAWADA | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| ANDREW LEE | |||||||
| TREASURER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT BAKER | |||||||
| SECRETARY (THRU 12/2022) | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| ROY BAYNES | |||||||
| BOARD MEMBER (THRU 04/2022) | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| ROD MACKENZIE | |||||||
| BOARD MEMBER (THRU 04/2022) | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| JOHN OIDTMAN | |||||||
| BOARD MEMBER (THRU 04/2022) | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| STUART POULTON | |||||||
| BOARD MEMBER (THRU 01/2022) | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| STEFFEN ROELLINGER | |||||||
| BOARD MEMBER (THRU 01/2022) | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| PETER RONCO | |||||||
| BOARD MEMBER (THRU 10/2022) | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| MEHDI SHAHIDI | |||||||
| BOARD MEMBER (THRU 02/2022) | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| BERNHARDT G ZEIHER | |||||||
| BOARD MEMBER (THRU 09/2022) | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $5,403,615 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $358,302 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 23 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line1ContractorAddress/ForeignAddress/AddressLine1Txt | CityContractorAddress/ForeignAddress/CityNm | CountryContractorAddress/ForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|
| ACCENTURE LLP | ||||||||
| 161 N CLARK STREET | CHICAGO | IL | 60601 | CONSULTING & IT SERVICES | $6,984,910 | |||
| PA CONSULTING GROUP INC | ||||||||
| CONSULTING SERVICES | $6,308,637 | 10 BRESSENDEN PLACE | LONDON | UK | ||||
| KILPATRICK TOWNSEND | ||||||||
| 601 14TH STREET NW SUITE 900 | WASHINGTON | DC | 20005 | LEGAL SERVICES | $2,627,402 | |||
| ARTEMIS FACTOR LLC | ||||||||
| 314 CARLYLE ROAD | WEST CHESTER | PA | 19382 | CONSULTING SERVICES | $2,268,141 | |||
| FLUID EDGE | ||||||||
| 10 MYSTIC LANE | MALVERN | PA | 19355 | CONSULTING SERVICES | $931,487 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 24 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MEMBERSHIP DUES | Desc |
| Business | 541900 | BusinessCd |
| Total Revenue Column | $33,532,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $33,532,000 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $33,532,000 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $68,302 | TotalRevenueColumnAmt |
| Exclusion | $68,302 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $33,600,302 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $33,532,000 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $68,302 | 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 | $3,561,013 | TotalAmt |
| Management And General | $3,561,013 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,460,754 | TotalAmt |
| Program Services | $2,998,094 | ProgramServicesAmt |
| Management And General | $1,462,660 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $123,975 | TotalAmt |
| Program Services | $77,483 | ProgramServicesAmt |
| Management And General | $46,492 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $468,386 | TotalAmt |
| Program Services | $225,134 | ProgramServicesAmt |
| Management And General | $243,252 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $395,434 | TotalAmt |
| Program Services | $146,433 | ProgramServicesAmt |
| Management And General | $249,001 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,633,444 | TotalAmt |
| Program Services | $1,662,366 | ProgramServicesAmt |
| Management And General | $971,078 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $118,552 | TotalAmt |
| Management And General | $118,552 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,889,935 | TotalAmt |
| Program Services | $12,035,963 | ProgramServicesAmt |
| Management And General | $853,972 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,323 | TotalAmt |
| Program Services | $13,876 | ProgramServicesAmt |
| Management And General | $30,447 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $180,784 | TotalAmt |
| Program Services | $1,002 | ProgramServicesAmt |
| Management And General | $179,782 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,085,996 | TotalAmt |
| Program Services | $6,637,352 | ProgramServicesAmt |
| Management And General | $448,644 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $950,049 | TotalAmt |
| Management And General | $950,049 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $179,977 | TotalAmt |
| Program Services | $16,869 | ProgramServicesAmt |
| Management And General | $163,108 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $253,501 | TotalAmt |
| Management And General | $253,501 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $249,063 | TotalAmt |
| Management And General | $249,063 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|
| EXCESS COMPENSATION TAX | $339,469 | $339,469 |
| RECRUITING | $304,338 | $304,338 |
| ADMINISTRATIVE FEES | $15,786 | $15,786 |
| CHARITABLE CONTRIBUTION | $3,303 | $3,303 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,290 | TotalAmt |
| Management And General | $4,290 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,262,372 | TotalAmt |
| Program Services | $23,814,572 | ProgramServicesAmt |
| Management And General | $10,447,800 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,588,630 | BOYAmt |
| EOY | $8,408,055 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,067,398 | BOYAmt |
| EOY | $9,591,404 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,595,000 | BOYAmt |
| EOY | $30,235,000 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,526 | BOYAmt |
| EOY | $221,218 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,830 | BOYAmt |
| EOY | $26,983 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,373,384 | BOYAmt |
| EOY | $48,482,660 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,206,784 | BOYAmt |
| EOY | $5,246,812 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,532,000 | BOYAmt |
| EOY | $33,262,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,738,784 | BOYAmt |
| EOY | $38,508,812 | 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 | $10,634,600 | BOYAmt |
| EOY | $9,973,848 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,634,600 | BOYAmt |
| EOY | $9,973,848 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,373,384 | BOYAmt |
| EOY | $48,482,660 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$662,070 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,318 | 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) |
|---|---|---|
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 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 | ||||||||||||||
| CEO (THRU 12/31/2022) | $686,781 | $0 | $1,929,736 | $0 | $0 | $0 | $12,200 | $0 | $69,574 | $0 | $2,698,291 | $0 | $0 | $0 |
| JANICE CHANG | ||||||||||||||
| COO (CEO EFF 01/01/2023) | $536,003 | $0 | $286,928 | $0 | $0 | $0 | $12,200 | $0 | $27,591 | $0 | $862,722 | $0 | $0 | $0 |
| JENNIFER A BURGESS | ||||||||||||||
| VP GLOBAL ENGAGEMENT AND COMMS | $314,080 | $0 | $154,097 | $0 | $0 | $0 | $12,200 | $0 | $33,974 | $0 | $514,351 | $0 | $0 | $0 |
| ANTHONY GARGES | ||||||||||||||
| HEAD OF FINANCE AND ADMINISTRATION | $230,088 | $0 | $173,870 | $0 | $0 | $0 | $12,200 | $0 | $39,957 | $0 | $456,115 | $0 | $0 | $0 |
| CARA L RINALDI | ||||||||||||||
| VP OF PORTFOLIO MANAGEMENT | $265,824 | $0 | $135,635 | $0 | $0 | $0 | $8,235 | $0 | $51,923 | $0 | $461,617 | $0 | $0 | $0 |
| JENEEN DONADEO | ||||||||||||||
| EXEC. DIRECTOR OF PORTFOLIO MANAGEME | $263,280 | $0 | $122,281 | $0 | $0 | $0 | $12,200 | $0 | $19,499 | $0 | $417,260 | $0 | $0 | $0 |
| ROBERT DICICCO | ||||||||||||||
| VP OF PORTFOLIO MANAGEMENT | $279,575 | $0 | $25,437 | $0 | $0 | $0 | $4,652 | $0 | $41,897 | $0 | $351,561 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | THE BOARD CHAIR, WITH INPUT FROM OTHER DIRECTORS OR A SUBCOMMITTEE OF THE BOARD, ANNUALLY REVIEWS AND APPROVES THE CEO'S COMPENSATION PACKAGE. | ExplanationTxt |
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 29, ENCOMPASSES ALL ACTIVE BOARD MEMBER THROUGHOUT THE CALENDAR YEAR. |
| FORM 990, PART VI, SECTION A, LINE 4 | DURING 2022, THE BOARD OF DIRECTORS OF THE CORPORATION APPROVED AMENDING THE BYLAWS OF THE CORPORATION TO ELIMINATE THE BOARD SEAT RESERVED FOR MEMBERS IN THE ASSOCIATE MEMBER TIER, AND ACCORDINGLY TO REDUCE THE TOTAL NUMBER OF DIRECTORS FROM 22 TO 21 TO REFLECT THE ELIMINATION OF THE ASSOCIATE MEMBER BOARD SEAT. |
| 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-ONE (21) DIRECTORS; PROVIDED THAT: (I) TEN (10) SEATS ARE FILLED BY DIRECTORS WHO ARE REPRESENTATIVES OF THE CHARTER MEMBERS; (II) UP TO FOUR (4) 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 8,996,705. MANAGEMENT AND GENERAL EXPENSES 20,286. TOTAL EXPENSES 9,016,991. EXTERNAL CONTRACTOR SUPPORT: PROGRAM SERVICE EXPENSES 881,938. MANAGEMENT AND GENERAL EXPENSES 141,281. TOTAL EXPENSES 1,023,219. COMMUNICATIONS FEES: PROGRAM SERVICE EXPENSES 127,511. MANAGEMENT AND GENERAL EXPENSES 692,405. TOTAL EXPENSES 819,916. CHANGE MANAGEMENT FEES: PROGRAM SERVICE EXPENSES 2,029,809. TOTAL EXPENSES 2,029,809. |
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 | $1,530,000 | TotalIncomeAmt |
| End Of Year Assets | $3,077,112 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRANSCELERATE BIOPHARMA INC | BusinessNameLine1Txt |