2025-11-13T13:40:34-06:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 4 BATTERYMARCH PARK SUITE 100 QUINCY MA 02169 990 2024-01-01 463250612 EVIDENCE FOR HEALTHCARE IMPROVEMENT EVID 6175284013 14 BEACON STREET STE 800 BOSTON MA 02108 ELLIE ADAIR COO 6175284013 2025-11-12 1 1 DANIELLE NIHILL P01350943 7819821001 2025-11-12 2024 2025-03-06 01:10:19Z INSTITUTE FOR CLINICAL AND ECONOMIC REVIEW SARAH EMOND 14 BEACON STREET STE 800 BOSTON MA 02108 9211502 0 1 X ICER.ORG X 2013 CA BETTER HEALTH FOR ALL AMERICANS THROUGH SUSTAINABLE ACCESS TO HIGH-VALUE HEALTH CARE. 9 9 36 9 0 0 4946392 7529956 1345102 1269012 96228 200884 305954 211650 6693676 9211502 0 0 0 0 5210247 5067881 0 0 113311 3573463 3877545 8783710 8945426 -2090034 266076 12213931 11859724 7177240 6556957 5036691 5302767 X ICER SEEKS TO PROVIDE AN INDEPENDENT SOURCE OF EVIDENCE - FREE FROM FINANCIAL CONFLICTS OF INTEREST TO HELP PATIENTS TODAY AND IN THE FUTURE BY CATALYZING A MOVEMENT TOWARD FAIR PRICING, FAIR ACCESS, AND FUTURE INNOVATION ACROSS THE ENTIRE US HEALTH CARE SYSTEM. 0 0 5858649 24530 ICER'S PROGRAM TO EVALUATE NEW TECHNOLOGIES, INCLUDING NEW DRUGS AT OR NEAR THE TIME OF FDA APPROVAL, PROVIDES AN INDEPENDENT ANALYSIS OF THE COMPARATIVE EFFECTIVENESS OF NEW TECHNOLOGIES, ALONG WITH AN ASSOCIATED HEALTH-BENEFIT PRICE BENCHMARK, WITH THE OBJECTIVE OF HELPING DECISION-MAKERS UNDERSTAND AND APPLY EVIDENCE TO IMPROVE VALUE THROUGHOUT THE HEALTH CARE SYSTEM. THE ROBUST RESEARCH CONDUCTED TO PRODUCE REPORTS FOR THE TECHNOLOGY ASSESSMENT PROGRAM IS COMPLEMENTED BY AN EXTENSIVE PATIENT AND STAKEHOLDER ENGAGEMENT PROGRAM THAT ENSURES THAT THE EXPERIENCE OF PATIENTS AND THEIR FAMILIES ARE AT THE CENTER OF THE WORK. THE REPORTS OF THE TECHNOLOGY ASSESSMENT PROGRAM ARE VETTED THROUGH THREE REGIONAL COLLABORATIVES OF INDEPENDENT EXPERTS IN THE EVALUATION AND APPLICATION OF EVIDENCE: THE CALIFORNIA TECHNOLOGY ASSESSMENT FORUM (CTAF), THE MIDWEST COMPARATIVE EFFECTIVENESS PUBLIC ADVISORY COUNCIL (MIDWEST CEPAC), AND THE NEW ENGLAND COMPARATIVE EFFECTIVENESS PUBLIC ADVISORY COUNCIL (NEW ENGLAND CEPAC). FOR EACH PANEL, INDEPENDENT CLINICIANS, METHODOLOGISTS, AND PUBLIC REPRESENTATIVES CONVENE SEVERAL TIMES A YEAR AT PUBLIC MEETINGS TO REVIEW OBJECTIVE EVIDENCE REPORTS PRODUCED BY ICER AND TO DEVELOP RECOMMENDATIONS FOR HOW STAKEHOLDERS CAN APPLY EVIDENCE TO IMPROVE THE QUALITY AND VALUE OF HEALTH CARE. ALL THREE PANELS DIRECTLY ENGAGE CLINICIANS, PATIENTS, AND PAYERS DURING THESE PUBLIC MEETINGS TO DISCUSS APPLICATION OF THE EVIDENCE FOR CLINICAL DECISION-MAKING, BENEFIT DESIGN, AND PATIENT AND CLINICIAN TOOLS TO IMPROVE CLINICAL CARE AND PATIENT OUTCOMES. 602043 768157 ICER ANALYTICS IS A CLOUD-BASED PLATFORM THAT FACILITATES THE USE OF ICER'S EVIDENCE REPORTS AND UNDERLYING ANALYSES TO HELP ALL AMERICANS ACHIEVE SUSTAINABLE ACCESS TO HIGH-VALUE CARE. AVAILABLE ON A SUBSCRIPTION BASIS, THE PLATFORM PROVIDES PHARMACEUTICAL MANUFACTURERS, PRIVATE AND PUBLIC PAYERS, CLINICIANS, PATIENTS, AND OTHER STAKEHOLDERS, WITH A SUITE OF TOOLS THAT STREAMLINE INTERPRETATION OF ICER'S ANALYSES, DIRECTLY FROM THE SOURCE, ALL DESIGNED TO SUPPORT INTEGRATION INTO USERS' OWN PRICING, REIMBURSEMENT, AND CLINICAL WORK. ICER ANALYTICS SUBSCRIBERS HAVE ACCESS TO ICER'S PRICE BENCHMARKS, COST-EFFECTIVENESS RESULTS, COMPARATIVE CLINICAL EFFECTIVENESS JUDGMENTS, POLICY RECOMMENDATIONS, AND ECONOMIC MODELS WITHIN TWO PRIMARY TOOLS THE EVIDENCE COMPENDIUM AND THE INTERACTIVE MODELER. 458131 476325 THE POLICY LEADERSHIP FORUM ("PLF") WAS LAUNCHED TO GIVE A SELECT NUMBER OF LEADING HEALTH CARE ORGANIZATIONS A UNIQUE OPPORTUNITY TO SHAPE THE FUTURE OF EVIDENCE AND COVERAGE POLICY IN THE UNITED STATES. 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, PLF 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, NONADVERSARIAL ENVIRONMENT, PLF MEMBERS CONTRIBUTE TO THE DEVELOPMENT OF INFLUENTIAL POLICY RECOMMENDATIONS WHILE ENHANCING THE SKILLS, INSIGHTS, AND RELATIONSHIPS NECESSARY TO STRENGTHEN THEIR COMPETITIVE POSITION IN THE MARKETPLACE. DUES FROM PLF MEMBERS SUPPORT ICER'S ANNUAL POLICY SUMMIT AND DO NOT CONTRIBUTE TO FUNDING FOR ICER'S VALUE ASSESSMENTS. 6918823 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 74 0 1 36 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 9 9 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA MA X X X THE ORGANIZATION 6175284013 14 BEACON ST SUITE 800 BOSTON MA 02108 LEIGH PURVIS MPA BOARD CHAIR 1.00 X X 0 0 0 ELLEN ANDREWS PHD DIRECTOR 1.00 X 0 0 0 LINDA GOLER BLOUNT MPH DIRECTOR 1.00 X 0 0 0 HENRY CLAYPOOL DIRECTOR 1.00 X 0 0 0 ROBERTA HERMAN MD DIRECTOR 1.00 X 0 0 0 CHRIS JENNINGS DIRECTOR 1.00 X 0 0 0 JOY LEWIS MSW MPH DIRECTOR 1.00 X 0 0 0 ANYA RADER WALLACK PHD DIRECTOR 1.00 X 0 0 0 MARK SKINNER JD DIRECTOR 1.00 X 0 0 0 SARAH K EMOND PRESIDENT & CEO 40.00 X 441006 0 84919 ELLIE ADAIR COO & SECRETARY /TREASURER 40.00 X 260393 0 44823 FOLUSO AGBOOLA VP OF RESEARCH 40.00 X 205364 0 71332 DANIEL OLLENDORF CHIEF SCIENTIFIC OFFICER 32.00 X 322667 0 44095 DAVID RIND CHIEF MEDICAL OFFICER 32.00 X 325251 0 100537 MARIA LOWE DIRECTOR OF PHARMACEUTICAL INTELLIGENCE 40.00 X 167465 0 61564 ANITA CHAN FINANCE DIRECTOR 40.00 X 137724 0 55543 AMANDA MEHLMAN DIRECTOR OF STRATEGIC PARTNERSHIPS 40.00 X 132958 0 39429 LIIS SHEA SENIOR PROGRAM DIRECTOR 40.00 X 141087 0 47085 MAX LEE PHARMACEUTICAL INTELLIGENC 40.00 X 128892 0 33614 ABIGAIL WRIGHT DIRECTOR, EVIDENCE SYNTHESIS 40.00 X 128056 0 31338 2390863 0 614279 19 0 1 0 STEVEN PEARSON 45 PROVINCE STREET BOSTON MA 02108 ADVISORY SERVICES 367689 UCSF REGENTS 3333 CALIFORNIA STREET SUITE 315 SAN FRANCISCO CA 94143 RESEARCH 332333 UNIVERSITY OF WASHINGTON 4333 BROOKLYN AVE NE SEATTLE WA 98195 ECONOMIC MODELING 223858 VALUSPHERE LLC 8901 NE 92ND TERRACE KANSAS CITY MO 64157 ECONOMIC MODELING 146506 UNIVERSITY PHYSICIAN'S INC 13199 EAST MONTVIEW BLVD AURORA CO 80045 ECONOMIC MODELING 131200 7 7529956 7529956 SUBSCRIPTION REVENUE 900099 768157 768157 MEMBERSHIP DUES 900099 476325 476325 CONTRACT SERVICE REVEN 541700 24530 24530 1269012 200884 200884 210718 0 210718 210718 210718 MISCELLANEOUS INCOME 900099 932 932 932 9211502 1269012 0 412534 X 2012157 1652082 288551 71524 2418607 1737878 666557 14172 122165 90648 31517 215244 149012 60979 5253 299708 230681 63639 5388 36374 36374 28552 28552 1838852 1807182 30339 1331 77610 54651 22075 884 165952 108406 57351 195 162219 162219 741642 502538 231713 7391 186686 163339 18480 4867 194164 191858 2306 142 142 342333 67704 274629 37061 37061 PROFESSIONAL DEVELOPMEN 34802 625 34177 BOARD COSTS 31156 31156 8945426 6918823 1913292 113311 123669 1033691 5249274 5098111 111007 35979 189187 78036 121475 60585 2304243 1036082 1541471 1268161 105940 104736 4771908 4180425 12213931 11859724 718610 737634 309834 416171 6148796 5403152 7177240 6556957 X 4863338 5302767 173353 0 5036691 5302767 12213931 11859724 266076 0 X 0 1 X 1 0 X 2315140 6593623 7577850 4946392 7602456 29035461 536685 993444 1307737 1345102 1269012 5451980 2851825 7587067 8885587 6291494 8871468 34487441 0 747460 5058700 497514 890343 7194017 747460 5058700 497514 890343 7194017 27293424 121313 281914 314626 387774 411602 1517229 121313 281914 314626 387774 411602 1517229 4816 3121 14408 932 23277 2977954 7868981 9203334 6693676 9284002 36027947 0.75760 0.79690 0.04210 0.02660 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 4,816. 2022 AMOUNT: $ 3,121. 2023 AMOUNT: $ 14,408. 2024 AMOUNT: $ 932. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1790420 645849 1144571 81447 67637 13810 432376 322596 109780 1268161 FINANCING RIGHT-OF-USE ASSET 1979 OPERATING LEASE RIGHT-OF-USE ASSET 4178446 4180425 OPERATING LEASE LIABILITY 5381912 SUBLEASE SECURITY DEPOSIT 19126 FINANCING LEASE LIABILITY 2114 5403152 X 9295888 84386 84386 9211502 0 9211502 9029812 84386 84386 8945426 0 8945426 PART X, LINE 2: THE ORGANIZATION IS A NONPROFIT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) 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, 2024 AND 2023, 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. THE ORGANIZATION'S POLICY IS TO RECOGNIZE INTEREST AND PENALTIES ACCRUED ON ANY UNCERTAIN TAX POSITIONS AS A COMPONENT OF INCOME TAX EXPENSE, IF ANY, IN ITS STATEMENTS OF ACTIVITIES. NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 1 SALARIES PAID TO EMPLOYEE IN CANADA SALARIES PAID TO EMPLOYEE IN CANADA 156064 0 1 0 0 0 1 156064 0 156064 0 0 0 0 0 0 PART I, LINE 2: N/A X X X X 0 0 0 0 0 1 0 1 1 1 SARAH K EMOND PRESIDENT & CEO 441006 0 0 0 0 0 53450 0 31469 0 525925 0 0 0 DAVID RIND CHIEF MEDICAL OFFICER 321189 0 4062 0 0 0 55803 0 44734 0 425788 0 0 0 DANIEL OLLENDORF CHIEF SCIENTIFIC OFFICER 319630 0 3037 0 0 0 42868 0 1227 0 366762 0 0 0 ELLIE ADAIR COO & SECRETARY /TREASURER 257356 0 3037 0 0 0 44187 0 636 0 305216 0 0 0 FOLUSO AGBOOLA VP OF RESEARCH 202327 0 3037 0 0 0 29268 0 42064 0 276696 0 0 0 MARIA LOWE DIRECTOR OF PHARMACEUTICAL INTELLIGE 164428 0 3037 0 0 0 31786 0 29778 0 229029 0 0 0 ANITA CHAN FINANCE DIRECTOR 134687 0 3037 0 0 0 37886 0 17657 0 193267 0 0 0 LIIS SHEA SENIOR PROGRAM DIRECTOR 132050 0 9037 0 0 0 16192 0 30893 0 188172 0 0 0 AMANDA MEHLMAN DIRECTOR OF STRATEGIC PARTNERSHIPS 129921 0 3037 0 0 0 22266 0 17163 0 172387 0 0 0 MAX LEE PHARMACEUTICAL INTELLIGENC 125855 0 3037 0 0 0 24950 0 8664 0 162506 0 0 0 ABIGAIL WRIGHT DIRECTOR, EVIDENCE SYNTHESIS 125019 0 3037 0 0 0 29389 0 1949 0 159394 0 0 0 PART I, LINE 3 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. THIS WAS LAST DELIBERATED IN 2024. PART I, LINE 6 BONUSES WERE ACCRUED IN 2024 AND PAID IN 2025 CONTINGENT ON THE NET EARNINGS OF THE ORGANIZATION. PART I, LINE 8 AN EMPLOYMENT CONTRACT IS ENTERED INTO BETWEEN THE ORGANIZATION AND SARAH EMOND, PRESIDENT AND CEO. X SUBSCRIPTION TO SSR HEALTH 1 72500 STANDARD RATE PROVID 0 1 0 PART I, COLUMN (B): NUMBER REPRESENTED IN COLUMN B IS THE NUMBER OF CONTRIBUTORS. FORM 990, PART VI, SECTION A, LINE 1A THE BOARD OF DIRECTORS MAY, BY RESOLUTION ADOPTED BY A MAJORITY OF THE DIRECTORS THEN IN OFFICE, CREATE ANY NUMBER OF BOARD COMMITTEES, EACH CONSISTING OF TWO OR MORE DIRECTORS, AND ONLY OF DIRECTORS, TO SERVE AT THE PLEASURE OF THE BOARD. APPOINTMENTS TO ANY BOARD COMMITTEE SHALL BE BY A MAJORITY VOTE OF THE DIRECTORS THEN IN OFFICE. BOARD COMMITTEES MAY BE GIVEN ALL THE AUTHORITY OF THE BOARD, EXCEPT FOR THE POWERS TO: (A) SET THE NUMBER OF DIRECTORS WITHIN A RANGE SPECIFIED IN THESE BYLAWS; (B) ELECT DIRECTORS OR REMOVE DIRECTORS WITHOUT CAUSE; (C) FILL VACANCIES ON THE BOARD OF DIRECTORS OR ON ANY BOARD COMMITTEE;(D) FIX COMPENSATION OF DIRECTORS FOR SERVING ON THE BOARD OR ANY BOARD COMMITTEE; (E) AMEND OR REPEAL THESE BYLAWS OR ADOPT NEW BYLAWS; (F) ADOPT AMENDMENTS TO THE ARTICLES OF INCORPORATION OF THIS CORPORATION; (G) AMEND OR REPEAL ANY RESOLUTION OF THE BOARD OF DIRECTORS WHICH BY ITS EXPRESS TERMS IS NOT SO AMENDABLE OR REPEALABLE; (H) CREATE ANY OTHER BOARD COMMITTEES OR APPOINT THE MEMBERS OF ANY BOARD COMMITTEES; OR (I) APPROVE ANY MERGER, REORGANIZATION, VOLUNTARY DISSOLUTION, OR DISPOSITION OF SUBSTANTIALLY ALL OF THE ASSETS OF THIS CORPORATION. FORM 990, PART VI, SECTION A, LINE 4 ADOPTED TERM LIMITS FOR BOARD MEMBERS. 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, AND MONITORED BY THE COO. ALL OFFICERS, DIRECTORS, AND KEY EMPLOYEES ARE REQUIRED TO COMPLETE AND SIGN AN ANNUAL CONFLICT OF INTEREST DISCLOSURE FORM. EACH INTERESTED PERSON SHALL DISCLOSE TO THE BOARD OR OTHER BOARD COMMITTEE EMPOWERED TO APPROVE A SPECIFIC TRANSACTION OR TYPE OF TRANSACTION ("COMMITTEE"), ALL MATERIAL FACTS REGARDING HIS, HER, OR ITS INTEREST (INCLUDING RELEVANT AFFILIATIONS) IN THE TRANSACTION. THE INTERESTED PERSON SHALL MAKE THAT DISCLOSURE PROMPTLY UPON LEARNING OF THE PROPOSED TRANSACTION. INSIDERS SHALL MAKE DISCLOSURES ON BEHALF OF INTERESTED PERSONS RELATED TO THEM UNLESS THE RELATED INTERESTED PERSON DOES SO. IN THE CASE OF AN INSIDER WHO IS A DIRECTOR, THE DIRECTOR SHALL NOT VOTE ON ANY TRANSACTION IN WHICH THE DIRECTOR HAS AN INTEREST, AND THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE THE MATTER. 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. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S FINANCIAL STATEMENTS ARE POSTED ON THE ORGANIZATION'S WEBSITE. THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VI, LINE 4 CHANGES TO BYLAWS WERE TO INCLUDE THE NEWLY ADOPTED TERM LIMITS FOR BOARD MEMBERS FORM 990, PART IX, LINE 11G PROGRAM CONSULTING: PROGRAM SERVICE EXPENSES 1,552,074. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,552,074. MARKETING & COMMUNICATION CONSULTING: PROGRAM SERVICE EXPENSES 202,455. MANAGEMENT AND GENERAL EXPENSES 16,673. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 219,128. OTHER PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 52,653. MANAGEMENT AND GENERAL EXPENSES 13,666. FUNDRAISING EXPENSES 1,331. TOTAL EXPENSES 67,650.