2018-09-06T13:03:09-05:00 2017-12-31 043077056 MOODY FAMIGLIETTI & ANDRONICO LLP 1 HIGHWOOD DRIVE TEWKSBURY MA 01876 990 2017-01-01 463250612 EVIDENCE FOR HEALTHCARE IMPROVEMENT EVID 6175284013 TWO LIBERTY SQUARE NINTH FLOOR BOSTON MA 02109 SARAH EMOND CHIEF OPERATING OFFICER 6175284013 2018-09-05 1 MATTHEW KALIL CPA MBA P01517069 9785575300 2018-09-05 2017 2022-09-23 18:48:47Z INSTITUTE FOR CLINICAL AND ECONOMIC REVIEW STEVEN D PEARSON MD TWO LIBERTY SQUARE NINTH FLOOR BOSTON MA 02109 15560143 0 X ICER-REVIEW.ORG X 2013 CA ICER IS AN INDEPENDENT NON-PROFIT RESEARCH INSTITUTE THAT PRODUCES REPORTS ANALYZING THE 10 10 31 0 0 0 286234 14466611 1120472 1092285 1381 1247 0 0 1408087 15560143 0 0 0 0 2595566 2970647 0 0 22593 1962495 2234949 4558061 5205596 -3149974 10354547 3862816 14128547 1190957 1102141 2671859 13026406 X SUSTAINABLE ACCESS TO HIGH VALUE CARE FOR ALL PATIENTS. 0 0 1262598 THE CALIFORNIA TECHNOLOGY ASSESSMENT FORUM (CTAF), A CORE PROGRAM OF THE INSTITUTE FOR CLINICAL AND ECONOMIC REVIEW (ICER), IS A NATIONALLY-RECOGNIZED COMMUNITY FORUM. CTAF CONVENES THREE TIMES EACH YEAR AT PUBLIC MEETINGS TO REVIEW OBJECTIVE EVIDENCE REPORTS AND DEVELOP RECOMMENDATIONS FOR HOW STAKEHOLDERS CAN APPLY EVIDENCE TO IMPROVE THE QUALITY AND VALUE OF HEALTH CARE.CTAF DIRECTLY ENGAGES CLINICIANS, PATIENTS, AND PAYERS DURING PUBLIC MEETINGS TO DISCUSS IMPLICATIONS OF THE EVIDENCE FOR CLINICAL DECISION-MAKING AND COVERAGE POLICIES. APPLICATION OF EVIDENCE TAKES SHAPE THROUGH NEW MEDICAL POLICIES, BENEFIT DESIGNS, AND PATIENT AND CLINICIAN TOOLS TO IMPROVE CLINICAL CARE AND PATIENT OUTCOMES. 1234458 THE NEW ENGLAND COMPARATIVE EFFECTIVENESS PUBLIC ADVISORY COUNCIL (NEW ENGLAND CEPAC), A CORE PROGRAM OF THE INSTITUTE FOR CLINICAL AND ECONOMIC REVIEW (ICER), IS A NATIONALLY-RECOGNIZED COMMUNITY FORUM. THE NEW ENGLAND CEPAC CONVENES THREE TIMES EACH YEAR AT PUBLIC MEETINGS TO REVIEW OBJECTIVE EVIDENCE REPORTS AND DEVELOP RECOMMENDATIONS FOR HOW STAKEHOLDERS CAN APPLY EVIDENCE TO IMPROVE THE QUALITY AND VALUE OF HEALTH CARE.NEW ENGLAND CEPAC DIRECTLY ENGAGES CLINICIANS, PATIENTS, AND PAYERS DURING PUBLIC MEETINGS TO DISCUSS IMPLICATIONS OF THE EVIDENCE FOR CLINICAL DECISION-MAKING AND COVERAGE POLICIES. APPLICATION OF EVIDENCE TAKES SHAPE THROUGH NEW MEDICAL POLICIES, BENEFIT DESIGNS, AND PATIENT AND CLINICIAN TOOLS TO IMPROVE CLINICAL CARE AND PATIENT OUTCOMES. 1096729 THE MIDWEST COMPARATIVE EFFECTIVENESS PUBLIC ADVISORY COUNCIL (MIDWEST CEPAC), A CORE PROGRAM OF THE INSTITUTE FOR CLINICAL AND ECONOMIC REVIEW (ICER), IS A NATIONALLY-RECOGNIZED COMMUNITY FORUM. THE MIDWEST CEPAC CONVENES THREE TIMES EACH YEAR AT PUBLIC MEETINGS TO REVIEW OBJECTIVE EVIDENCE REPORTS AND DEVELOP RECOMMENDATIONS FOR HOW STAKEHOLDERS CAN APPLY EVIDENCE TO IMPROVE THE QUALITY AND VALUE OF HEALTH CARE.MIDWEST CEPAC DIRECTLY ENGAGES CLINICIANS, PATIENTS, AND PAYERS DURING PUBLIC MEETINGS TO DISCUSS IMPLICATIONS OF THE EVIDENCE FOR CLINICAL DECISION-MAKING AND COVERAGE POLICIES. APPLICATION OF EVIDENCE TAKES SHAPE THROUGH NEW MEDICAL POLICIES, BENEFIT DESIGNS, AND PATIENT AND CLINICIAN TOOLS TO IMPROVE CLINICAL CARE AND PATIENT OUTCOMES. 354461 875 NEW DRUG ASSESSMENT PROGRAM: ICER'S PROGRAM TO EVALUATE NEW DRUGS AT OR NEAR THE TIME OF FDA APPROVAL PROVIDES AN INDEPENDENT ANALYSIS OF THE COMPARATIVE EFFECTIVENESS OF NEW DRUGS, ALONG WITH AN ASSOCIATED "VALUE-BASED" PRICE BENCHMARK, WITH THE OBJECTIVE OF HELPING DECISION-MAKERS UNDERSTAND AND APPLY EVIDENCE TO IMPROVE VALUE THROUGHOUT THE HEALTH CARE SYSTEM. THE REPORTS OF THE NEW DRUG ASSESSMENT PROGRAM ARE VETTED THROUGH A PUBLIC PROCESS. 865128 970004 MEMBERSHIP: THE ICER MEMBERSHIP PROGRAM LAUNCHED IN 2015 TO GIVE A SELECT NUMBER OF LEADING HEALTH CARE ORGANIZATIONS A UNIQUE OPPORTUNITY TO SHAPE THE FUTURE OF EVIDENCE AND COVERAGE POLICY IN THE U.S. THE TENSION BETWEEN INNOVATION AND HEALTH CARE COSTS CONTINUES TO FOCUS CRITICAL ATTENTION ON HOW EVIDENCE WILL BE DEVELOPED BY MANUFACTURERS AND HOW IT WILL BE INTERPRETED BY PAYERS IN MAKING COVERAGE DECISIONS. BENEFITING FROM ICER'S EXPERIENCE AS A LEADER IN HEALTH TECHNOLOGY ASSESSMENT, AND ITS UNIQUE ABILITY TO SERVE AS AN ENGAGED, OBJECTIVE CONVENER AND MODERATOR, ICER MEMBERSHIP BRINGS TOGETHER A SMALL, INFLUENTIAL GROUP OF EVIDENCE LEADERS FROM INSURERS, PHARMACY BENEFIT MANAGEMENT FIRMS, HEALTH TECHNOLOGY ASSESSMENT GROUPS, AND LIFE SCIENCE COMPANIES TO ADDRESS KEY CONTROVERSIES IN EVIDENCE METHODS AND POLICY. WORKING TOGETHER IN A BALANCED, NON-ADVERSARIAL ENVIRONMENT, ICER MEMBERS GAIN THE SKILLS AND INSIGHTS IN EVIDENCE POLICY NECESSARY TO STRENGTHEN THEIR COMPETITIVE POSITION IN THE MARKETPLACE. 121406 OTHER ACTIVITIES INCLUDING SPEAKING FEES AND SMALL POLICY PROJECTS. 1219589 1092285 4813374 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 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 0 0 0 1 59 0 1 31 1 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA MA X THE ORGANIZATION 6175284013 TWO LIBERTY SQUARE NINTH FLOOR BOSTON MA 02109 PETER LONG PHD DIRECTOR 1.00 X 0 0 0 MARCUS THYGESON MD MPH DIRECTOR 1.00 X 0 0 0 LEWIS SANDY MD DIRECTOR 1.00 X 0 0 0 CARMELLA BOCCHINO RN MBA DIRECTOR 1.00 X 0 0 0 WENDY EVERETT SCD DIRECTOR 1.00 X 0 0 0 RON POLLACK JD DIRECTOR 1.00 X 0 0 0 DEBORAH FREUND PHD DIRECTOR 1.00 X 0 0 0 FRANCES VISCO DIRECTOR 1.00 X 0 0 0 ELLEN ANDREWS DIRECTOR 1.00 X 0 0 0 MURRAY ROSS PHD CHAIR 1.00 X X 0 0 0 STEVEN D PEARSON PRESIDENT 50.00 X 456004 0 25842 SARAH K EMOND TREASURER, SECRETARY, COO 50.00 X 181553 0 20333 DAN OLLENDORF CHIEF SCIENTIFIC OFFICER 50.00 X 219646 0 26362 DAVID RIND CHIEF MEDICAL OFFICER 50.00 X 226602 0 26538 RICHARD CHAPMAN DIR OF HEALTH ECONOMICS 50.00 X 195364 0 8369 WILLIAM DREITLEIN DIR OF PHARMACEUTICAL INTELLIGENCE 50.00 X 129852 0 22359 VARUN KUMAR HEALTH ECONOMIST 50.00 X 108829 0 14519 SONYA KHAN PROGRAM DIRECTOR 50.00 X 105778 0 17724 1623628 0 162046 8 0 1 0 UNIVERSITY OF WASHINGTON 4333 BROOKLYN AVE NE SEATTLE WA 98198 RESEARCH 281994 REGENTS OF THE U OF CA 3333 CALIFORNIA STREET STE 315 SAN FRANCISCO CA 94143 RESEARCH 180000 UNIVERSITY OF COLORADO 12850 E MONTVIEW BLVD C238 AURORA CA 80045 RESEARCH 148750 REINER BANKEN 125 RUE SAINT-NORBERT MONTREAL HX G QUEBEC CA RESEARCH 105000 4 14466611 14466611 MEMBERSHIP DUES 900099 970004 970004 CONTRACT SERVICE REVENUE 541700 122281 122281 1092285 1247 1247 15560143 1092285 0 1247 X 1182880 1110657 51324 20899 1407269 1407269 22922 22922 201920 201920 155656 151045 3865 746 9106 9106 69686 69686 1228156 1180362 47683 111 42849 39771 3011 67 87133 86382 661 90 218581 213118 4783 680 144562 136765 7797 263391 249184 14207 112151 112151 15304 15304 PROFESSIONAL DEVELOP. 44030 13979 30051 5205596 4813374 369629 22593 324284 422241 2469313 1290863 165673 11784111 210500 47262 40190 31274 535717 155874 451054 379843 201802 172953 3862816 14128547 208555 297703 625003 494999 357399 309439 1190957 1102141 X 1282272 1084154 1389587 11942252 2671859 13026406 3862816 14128547 10354547 0 X X 0 1 X 1 0 X 437827 2037603 5481696 286234 14466611 22709971 437827 2037603 5481696 286234 14466611 22709971 19627579 3082392 121 1381 1247 2749 22712720 3568232 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 428529 108749 319780 39759 23077 16682 67429 24048 43381 379843 DEFERRED RENT 309439 309439 X 15560143 0 15560143 0 15560143 5205596 0 5205596 0 5205596 PART X, LINE 2: THE ORGANIZATION IS A NONPROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON TRADE OR BUSINESS PROFITS GENERATED BY ACTIVITIES RELATED TO THE ORGANIZATION'S EXEMPT FUNCTION. THE ORGANIZATION MAY BE SUBJECT TO FEDERAL AND STATE INCOME TAXES FOR PROFITS GENERATED FROM TRADE OR BUSINESS ACTIVITIES UNRELATED TO THE ORGANIZATION'S EXEMPT FUNCTION. AS OF DECEMBER 31, 2017, MANAGEMENT BELIEVES THAT THE ORGANIZATION HAS NOT GENERATED ANY UNRELATED BUSINESS TAXABLE INCOME. THE ORGANIZATION ASSESSES THE RECORDING OF UNCERTAIN TAX POSITIONS BY EVALUATING THE MINIMUM RECOGNITION THRESHOLD AND MEASUREMENT REQUIREMENTS A TAX POSITION MUST MEET BEFORE BEING RECOGNIZED AS A BENEFIT IN THE FINANCIAL STATEMENTS. X X X X 0 0 0 0 0 0 0 0 0 STEVEN D PEARSON PRESIDENT 443286 0 10000 0 2718 0 8100 0 17742 0 481846 0 0 0 SARAH K EMOND TREASURER, SECRETARY, COO 181553 0 0 0 0 0 5588 0 14745 0 201886 0 0 0 DAN OLLENDORF CHIEF SCIENTIFIC OFFICER 219646 0 0 0 0 0 6900 0 19462 0 246008 0 0 0 DAVID RIND CHIEF MEDICAL OFFICER 226602 0 0 0 0 0 7200 0 19338 0 253140 0 0 0 RICHARD CHAPMAN DIR OF HEALTH ECONOMICS 195364 0 0 0 0 0 5872 0 2497 0 203733 0 0 0 WILLIAM DREITLEIN DIR OF PHARMACEUTICAL INTELLIGENCE 129852 0 0 0 0 0 3863 0 18496 0 152211 0 0 0 FORM 990, PART I, LINE 1 EVIDENCE ON THE EFFECTIVENESS AND VALUE OF DRUGS AND OTHER MEDICAL SERVICES. ICER'S REPORTS INCLUDE EVIDENCE-BASED CALCULATIONS OF PRICES FOR NEW DRUGS THAT ACCURATELY REFLECT THE DEGREE OF IMPROVEMENT EXPECTED IN LONG-TERM PATIENT OUTCOMES, WHILE ALSO HIGHLIGHTING PRICE LEVELS THAT MIGHT CONTRIBUTE TO UNAFFORDABLE SHORT-TERM COST GROWTH FOR THE OVERALL HEALTH CARE SYSTEM. ICER'S REPORTS INCORPORATE EXTENSIVE INPUT FROM ALL STAKEHOLDERS, AND ARE THE SUBJECT OF PUBLIC HEARINGS THROUGH THREE CORE PROGRAMS: THE CALIFORNIA TECHNOLOGY ASSESSMENT FORUM, THE MIDWEST COMPARATIVE EFFECTIVENESS PUBLIC ADVISORY COUNCIL, AND THE NEW ENGLAND COMPARATIVE EFFECTIVENESS PUBLIC ADVISORY COUNCIL. THESE INDEPENDENT PANELS REVIEW ICER'S REPORTS AT PUBLIC MEETINGS TO DELIBERATE ON THE EVIDENCE, AND DEVELOP RECOMMENDATIONS FOR HOW PATIENTS, CLINICIANS, INSURERS, AND POLICYMAKERS CAN IMPROVE THE QUALITY AND VALUE OF HEALTH CARE. ULTIMATELY, ICER'S WORK SUPPORTS SUSTAINABLE ACCESS TO HIGH VALUE CARE FOR ALL PATIENTS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS FIRST REVIEWED IN DETAIL BY THE ORGANIZATION'S SENIOR MANAGEMENT TEAM. A FULL COPY OF THE FORM 990 IS THEN PROVIDED TO THE ENTIRE BOARD OF DIRECTORS FOR REVIEW PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S CODE OF BUSINESS CONDUCT AND ETHICS, WHICH INCLUDES A CONFLICT OF INTEREST POLICY, IS REVIEWED ON AN ANNUAL BASIS. ALL OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE REQUIRED TO COMPLETE AND SIGN THE CONFLICT OF INTEREST POLICY ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE OFFICERS OF THE ORGANIZATION IS REVIEWED AND APPROVED BY THE GOVERNING BOARD'S COMPENSATION COMMITTEE ON AN ANNUAL BASIS. IN DOING SO, THE COMPENSATION COMMITTEE REVIEWS COMPENSATION DATA FROM PEER ORGANIZATIONS. COMPENSATION OF ADDITIONAL KEY EMPLOYEES IS REVIEWED AND APPROVED BY THE OFFICERS OF THE ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CODE OF BUSINESS CONDUCT AND ETHICS, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G MARKETING AND COMMUNICATIONS: PROGRAM SERVICE EXPENSES 9,206. MANAGEMENT AND GENERAL EXPENSES 45,347. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 54,553. OTHER PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 41,507. MANAGEMENT AND GENERAL EXPENSES 836. FUNDRAISING EXPENSES 111. TOTAL EXPENSES 42,454. CONTRACTOR SERVICES: PROGRAM SERVICE EXPENSES 1,129,649. MANAGEMENT AND GENERAL EXPENSES 1,500. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,131,149. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT FOR THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED DURING THE YEAR.