2019-11-02T18:54:05-05:00 2018-12-31 521853933 JONES MARESCA & MCQUADE PA 10500 LITTLE PATUXENT PARKWAY SUITE 770 COLUMBIA MD 21044 990 2018-01-01 043809491 CLINICAL RESEARCH FORUM INC CLIN 2023671176 2025 M STREET NW NO 800 WASHINGTON DC 20036 ANDRE WILLIAMS EXECUTIVE DIRECTOR 2023671176 2019-10-30 1 DAVID JONES P01361002 4108840220 64.88.174.3 2019-10-30 11:29:26 ED P 8AD8952D00DDA1E2252D2358A354148220B4FFD3 3C3155FC485199F728C980AB5EC5DB38AD63B029 2018 2020-03-31 21:24:44Z ANDRE WILLIAMS 2025 M STREET NW NO 800 WASHINGTON DC 20036 397289 0 X WWW.CLINICALRESEARCHFORUM.ORG X 2005 DE 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. 16 16 0 16 0 0 2650 5300 441239 371915 13365 19848 0 226 457254 397289 5000 17500 0 0 0 0 0 0 0 436736 461373 441736 478873 15518 -81584 1012180 1048191 82362 236108 929818 812083 X 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. 0 1 145661 17500 TOP TEN CLINICAL RESEARCH ACHEIVEMENT 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. 74255 ADVOCACY - THE CENTER 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. 72247 956 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. 43925 16748 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. 37991 345211 MEMBERSHIP 9000 INDUSTRY ROUNDTABLE 81916 370959 374079 0 1 0 1 0 0 0 0 1 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 6 0 1 0 0 0 0 0 1 1 0 0 0 X 16 16 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X SMITHBUCKLIN CORPORATION 2023671176 2025 M STREET NW NO 800 WASHINGTON DC 20036 X HARRY SELKER CHAIR 4.00 X X 0 0 0 HERBERT PARDES VICE-CHAIR 3.00 X X 0 0 0 WILLIAM LOWE JR TREASURER 2.00 X X 0 0 0 LARS BERGLUND DIRECTOR 1.00 X 0 0 0 BARRY COLLER DIRECTOR 1.00 X 0 0 0 ANNE CURTIS DIRECTOR 1.00 X 0 0 0 PAMELA DAVIS DIRECTOR 1.00 X 0 0 0 MAURIZIO FAVA DIRECTOR 1.00 X 0 0 0 HARRY GREENBERG DIRECTOR 1.00 X 0 0 0 REBECCA JACKSON DIRECTOR 1.00 X 0 0 0 ROBERT CALIFF DIRECTOR 1.00 X 0 0 0 E ALBERT REECE DIRECTOR 1.00 X 0 0 0 ARTHUR RUBENSTEIN DIRECTOR 1.00 X 0 0 0 ROBERT SHERWIN DIRECTOR 1.00 X 0 0 0 ANANTHA SHEKHAR DIRECTOR 1.00 X 0 0 0 ARTHUR FELDMAN DIRECTOR 1.00 X 0 0 0 ANDRE WILLIAMS EXECUTIVE DIRECTOR 18.00 X 0 0 0 0 0 0 0 0 0 0 SMITHBUCKLIN CORPORATION 2025 M STREET NW SUITE 800 WASHINGTON DC 20036 MANAGEMENT/ED COMPENSATION 279573 1 5300 5300 MEMBERSHIP DUES 900099 345211 345211 IT ROUNDTABLE DUES/REG 900099 16748 16748 INDUSTRY ROUNDTABLE RE 900099 9000 9000 ANNUAL MEETING 900099 956 956 371915 19848 19848 REIMBURSEMENTS 900099 226 226 226 397289 371915 0 20074 X 17500 17500 279003 199305 79698 505 505 6250 6250 23334 23334 67463 67463 11802 5153 6649 12751 12742 9 46707 46707 4551 4551 DUES AND SUBSCRIPTIONS 6259 6259 MISCELLANEOUS 1876 1875 1 LICENSES, FEES AND TAXE 872 872 478873 374079 104794 0 436470 478276 16325 26059 7447 8220 551938 535636 1012180 1048191 442 7349 66880 213719 15040 15040 82362 236108 X 836488 729314 93330 82769 929818 812083 1012180 1048191 -81584 -36151 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 0 0 93330 -3061 7500 82769 88971 9359 5000 93330 88666 5305 5000 88971 96948 -3282 5000 88666 98895 3053 5000 96948 1.00000 0 0 0 DUE TO CLINICAL RESEARCH FOUNDATION, A RELATED ENTITY 15040 15040 X PART V, LINE 4: A TEMPORARILY RESTRICTED FUND 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 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. 1 THE HERBERT PARDES CLINICAL RESEARCH EXCELLENCE AWARD 1 7500 DISTINGUISHED CLINICAL RESEARCH ACHIEVEMENT AWARDS 2 10000 PART I, LINE 2: 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. FORM 990, PART III, LINE 3 DURING 2018, THE BOARD APPROVED AN ADDITONAL INVESTMENT IN AND EXPENDITURES RELATED TO THE TOP 10 CLINICAL ACHIEVEMENT AWARDS EVENT PROMOTION WITH BURNESS COMMUNCATIONS AND BROADLY ENGAGED TEAM SCIENCE PROJECT. 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 $279,003 WHICH WERE BROKEN DOWN AS FOLLOWS: EXECUTIVE MANAGEMENT - $79,750 MEMBERSHIP AND OPERATIONS SERVICES - $124,774 EVENT SERVICES - $20,225 MARKETING AND COMMUNICATIONS SERVICES - $19,976 FINANCIAL MANAGEMENT AND ACCOUNTING SERVICES - $17,000 INFORMATION TECHNOLOGY - $16,585 PROJECT PRINTING AND SUPPORT - $693 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 AUDIT 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 IX, LINE 11G CONSULTING FEES: PROGRAM SERVICE EXPENSES 24,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 24,000. PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 43,463. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 43,463. 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. CLINICAL RESEARCH FOUNDATION INC 2025 M STREET NW SUITE 800 WASHINGTON DC 20036 020773588 INACTIVE/FURTHERING EFFECTIVE TRANSLATIONAL RESEARCH DE 501(C)(3) LINE 7 CLINICAL RESEARCH FORUM INC 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0