2026-01-28T14:22:39-05:00 2025-06-30 460952065 BOUNTIFUL PEAK ADVISORS 1564 SOUTH 500 WEST SUITE 201 BOUNTIFUL UT 840107400 990 2024-07-01 205776861 THE CHOLANGIOCARCINOMA FOUNDATION CHOL 8889366731 5526 WEST 13400 SOUTH STE 510 SALT LAKE CITY UT 84096 LILY ZHANG CFO 8019990455 2026-01-23 true true SHALAUN T HOWELL CPA P00969274 8012943155 2026-01-28 2024 2025-03-06 01:10:19Z STACIE LINDSEY 5526 WEST 13400 SOUTH STE 510 SALT LAKE CITY UT 84096 7229349 false X WWW.CHOLANGIOCARCINOMA.ORG X 2006 UT THE ORGANIZATION'S MISSION IS TO FIND A CURE AND IMPROVE THE QUALITY OF LIFE FOR CHOLANGIOCARCINOMA PATIENTS. 10 9 32 250 0 6140280 6634735 640676 357617 168916 143869 -31246 -5815 6918626 7130406 1012601 1015000 0 2998050 3515927 0 1326070 2227273 2664851 6237924 7195778 680702 -65372 5980953 5767836 1498168 1220153 4482785 4547683 THE ORGANIZATION'S MISSION IS TO FIND A CURE AND IMPROVE THE QUALITY OF LIFE FOR CHOLANGIOCARCINOMA PATIENTS. false false 1972638 1010000 RESEARCH THE ORGANIZATION ADVANCES SCIENTIFIC DISCOVERY THROUGH ITS RESEARCH FELLOWSHIP PROGRAM, CAREER DEVELOPMENT AWARD, AND INNOVATION GRANTS, WHICH COLLECTIVELY SUPPORT EMERGING INVESTIGATORS AND FUND TRANSFORMATIVE, HIGH- IMPACT STUDIES. IT ALSO CONVENED THE INTERNATIONAL CHOLANGIOCARCINOMA CONSENSUS CONFERENCE, UNITING GLOBAL EXPERTS TO ESTABLISH RESEARCH PRIORITIES AND ACCELERATE CLINICAL TRANSLATION. THESE EFFORTS ARE ANCHORED IN THE INTERNATIONAL CHOLANGIOCARCINOMA RESEARCH NETWORK (ICRN) - A WORLDWIDE COLLABORATION DRIVING PROGRESS IN ETIOLOGY, PREVENTION, EARLY DETECTION, AND TREATMENT. THROUGH ICRN SUBCOMMITTEES, THE ORGANIZATION LEVERAGES SHARED DATA AND CULTIVATES FUTURE LEADERS IN RESEARCH AND CARE. 3404077 5000 357617 PATIENT SUPPORT THE ORGANIZATION PROVIDES SUPPORT SERVICES TO INDIVIDUALS DIAGNOSED WITH CHOLANGIOCARCINOMA AND THEIR CAREGIVERS. THESE SERVICES INCLUDE ACCESS TO A NETWORK OF PATIENT ADVOCATES, PEER MENTORS, SUPPORT GROUPS, EDUCATIONAL WEBINARS, AND DISEASE-SPECIFIC INFORMATIONAL RESOURCES. THE GOAL OF THESE PROGRAMS IS TO IMPROVE QUALITY OF LIFE BY OFFERING RELIABLE INFORMATION, EMOTIONAL SUPPORT, AND GUIDANCE TO HELP PATIENTS AND FAMILIES NAVIGATE THEIR CARE IN COORDINATION WITH HEALTHCARE PROVIDERS 5376715 true true false true false false false false false true true false false false false true true false false false true true false false false false false true false true false false false false false false false false false false false false false false false false false true 11 0 32 true false false false false false false false false false false false false X 10 9 false false false false false false false true true false false true true true true true true true true false AK AL AR CA CO CT DC FL GA HI IL KS KY LA MA MD ME MI MN MO MS NC ND NH NJ NM NV NY OH OK OR PA RI SC TN UT VA WA WI WV X X X STACIE LINDSEY 8889366731 5526 WEST 13400 SOUTH STE 510 SALT LAKE CITY UT 84096 STACIE LINDSEY CEO/FOUNDER 40.00 X X 178524 0 7884 LILY ZHANG CFO 40.00 X 56219 0 4463 MELINDA BACHINI CPO 40.00 X 132967 0 6063 JUAN VALLE CHIEF MEDICA 40.00 X 227510 0 15529 ALLI WARD COO 40.00 X 143957 0 3624 TERESA DELCORSO-ELLMANN CHAIR 5.00 X X 0 0 0 DANIEL BLUM TREASURER 2.50 X X 0 0 0 ROSS GREEN BOARD MEMBER 2.50 X 0 0 0 JASON SCOTT BOARD MEMBER 2.50 X 0 0 0 JACK CALLAWAY BOARD MEMBER 2.50 X 0 0 0 LIZ WARNER BOARD MEMBER 2.50 X 0 0 0 TYLER BRIDEGAN BOARD MEMBER 2.50 X 0 0 0 KRIS HIGH BOARD MEMBER 2.50 X 0 0 0 JERRY HUANG BOARD MEMBER 2.50 X 0 0 0 739177 37563 4 true true false ENCORE GROUP USA LLC 23918 NETWORK PLACE CHICAGO IL 60673 AUDIO VISUAL 215490 SODEXO 100 S WEST TEMPLE STREET SALT PALACE CONVENTION CENTER SALT LAKE CITY UT 84101 CATERING 191312 KOMODO HEALTH INC 257 PARK AVE 2ND FLOOR NEW YORK NY 10010 ANALYTICS 155917 IPLANIT 1332 CUMBERLAND DRIVE LONGMONT CO 80504 EVENT MNGMT 114860 4 6634735 9350 6634735 CONTRACT SERVICES 541900 323212 323212 REGISTRATION FEES 541900 34405 34405 357617 133333 133333 73803 63267 10536 10536 10536 20861 35676 -14815 -14815 BANKRUPTCY CLAIM DISTRIBUTION 900099 9000 9000 9000 7130406 342802 152869 X 820000 820000 195000 195000 347706 134679 190540 22487 2687512 1860334 111055 716123 70247 48215 858 21174 153557 97811 7320 48426 256905 168808 24911 63186 523 523 11100 11100 823362 608217 69812 145333 140667 120815 19852 129020 95808 531 32681 421329 245755 30342 145232 53915 48629 1470 3816 535149 504627 11721 18801 72515 66751 2012 3752 44684 29132 4407 11145 16759 11432 3777 1550 MEALS & CATERING 277065 239156 17546 20363 SUPPLIES 48465 44605 37 3823 MISCELLANEOUS 45446 22391 536 22519 BANK FEES 23553 1221 22332 21299 14550 3274 3475 7195778 5376715 492993 1326070 346565 274904 3488616 2225774 443034 1232500 21291 2812 88631 32654 239926 264817 148996 86513 92792 62483 1260098 1671892 5980953 5767836 333395 423454 1104773 536699 60000 260000 1498168 1220153 X 3464154 2444157 1018631 2103526 4482785 4547683 5980953 5767836 X -65372 130270 X false true X true false X 3828259 4778024 4884253 6140280 6634735 26265551 3828259 4778024 4884253 6140280 6634735 26265551 2768267 23497284 1648 1439 86464 323577 126539 539667 9000 9000 26814218 1437178 0.87630 0.90560 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1350 1350 7194428 7195778 509789 127447 509789 509789 764684 1350 1350 127447 127447 191171 SCHEDULE C, PART II-A THE ORGANIZATION DID NOT HAVE LOBBYING EXPENSES PRIOR TO 2024. 12046 1498 13544 10256 1790 12046 10000 256 10256 1.00000 false false 73396 47517 25879 75600 38996 36604 62483 X 7293702 130270 130270 7163432 -33026 -33026 7130406 7228804 33026 33026 7195778 7195778 SCHEDULE D, PAGE 2, PART V, LINE 4 THE ORGANIZATION'S ENDOWMENT WAS ESTABLISHED TO PROVIDE ONGOING FUNDING FOR PATIENT SUPPORT, RESEARCH, AND OTHER MISSION-BASED PROGRAMS. SCHEDULE D, PAGE 3, PART X THE ORGANIZATION HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE (IRS) AS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3), QUALIFYING FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A)(VI) AND HAS BEEN DETERMINED NOT TO BE A PRIVATE FOUNDATION UNDER SECTION 509(A). THE ORGANIZATION IS ANNUALLY REQUIRED TO FILE A RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) AND IS SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO THEIR EXEMPT PURPOSES. MANAGEMENT HAS DETERMINED THAT THE ORGANIZATION IS NOT SUBJECT TO UNRELATED BUSINESS INCOME TAX. MANAGEMENT BELIEVES THAT THE ORGANIZATION HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN IN ITS ANNUAL FILING AND DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE ORGANIZATION'S FORMS 990 ARE NO LONGER SUBJECT TO TAX EXAMINATION FOR YEARS BEFORE 2021. SCHEDULE D, PAGE 4, PART XI, LINE 4B COST OF GOODS SOLD -22,047 STORE MAINTENANCE -13,629 RETURN OF GRANT FUNDS 2,650 SCHEDULE D, PAGE 4, PART XII, LINE 2D COST OF GOODS SOLD 22,047 STORE MAINTENANCE 13,629 RETURN OF GRANT FUNDS -2,650 true EUROPE GRANTMAKING CANCER RESEARCH 130000 NORTH AMERICA GRANTMAKING CANCER RESEARCH 65000 195000 195000 NORTH AMERICA CANCER RESEARCH 65000 WIRE EUROPE CANCER RESEARCH 65000 WIRE EUROPE CANCER RESEARCH 65000 WIRE 3 false false false false false false SCHEDULE F, PAGE 1, PART I, LINE 3 EUROPE 130,000 0 NORTH AMERICA 65,000 0 true MAYO CLINIC 200 FIRST ST SW ROCHESTER MN 55905 416011702 501C3 245000 CANCER RESEARCH UCSF 220 MONTGOMERY ST SAN FRANCISCO CA 94104 946036493 GOV 185000 CANCER RESEARCH VANDERBILT VUMC OFFICE OF SPONSORED PROGRAMS NASHVILLE TN 37215 352528741 501C3 130000 CANCER RESEARCH MASS GENERAL HOSPITAL 55 FRUIT STREET BOSTON MA 02241 042697983 501C3 65000 CANCER RESEARCH MD ANDERSON CANCER CENTER 1515 HOLCOMBE BLVD HOUSTON TX 77030 746001118 GOV 65000 CANCER RESEARCH NATIONAL CANCER INSTITUTE 9000 ROCKVILLE PIKE BUILDING 31 BETHESDA MD 20892 522858115 GOV 65000 CANCER RESEARCH BETH ISRAEL DEACONESS MEDICAL CENTE 330 BROOKLINE AVENUE OV-540 BOSTON MA 02215 042103881 501C3 65000 CANCER RESEARCH 7 SCHEDULE I, PAGE 1, PART I, LINE 2 THE ORGANIZATION PROVIDES GRANTS FOR SPECIFIC RESEARCH PROJECTS FOCUSED ON CHOLANGIOCARCINOMA. THE ORGANIZATION MONITORS SUMMARIES OF HOW THE FUNDING IS EXPENDED AND REQUIRES REPORTS OF RESEARCH PROGRESS AND RESULTS. X X X false false false false false false false false false STACIE LINDSEY CEO/FOUNDER 178524 7110 774 186408 JUAN VALLE CHIEF MEDICAL OFFICE 227510 15529 243039 ALLI WARD COO 143957 3221 403 147581 FORM 990, PAGE 6, PART VI, LINE 11B THE ORGANIZATION'S 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. THE 990 IS REVIEWED BY THE ORGANIZATION'S ACCOUNTANT, TREASURER, CFO, AND CEO FOR ACCURACY AND COMPLETENESS. THE 990 IS PROVIDED TO ALL MEMBERS OF THE BOARD OF DIRECTORS PRIOR TO FILING FOR THEIR REVIEW. FORM 990, PAGE 6, PART VI, LINE 12C THE ORGANIZATION'S CONFLICT OF INTEREST POLICY REQUIRES ANNUAL DISCLOSURE OF POTENTIAL CONFLICTS BY ALL MEMBERS OF MANAGEMENT AND THE BOARD OF DIRECTORS. THE ORGANIZATION'S EXECUTIVE COMMITTEE IS RESPONSIBLE FOR REVIEWING ALL DISCLOSURES AND ASSESSING HOW POTENTIAL CONFLICTS DISCLOSED SHOULD BE ADDRESSED. IF A REAL OR PERCEIVED CONFLICT IS DETERMINED TO EXIST, ANY AFFECTED BOARD MEMBERS WILL BE RECUSED FROM VOTING ON ANY ISSUES RELATED TO THE CONFLICT. FORM 990, PAGE 6, PART VI, LINE 15A COMPENSATION FOR THE EXECUTIVE DIRECTOR AND BOARD PRESIDENT IS DETERMINED BY INDIVIDUALS INDEPENDENT OF THE CEO. IN DETERMINING A REASONABLE LEVEL OF COMPENSATION, THE BOARD CONSIDERS COMPARABILITY DATA SUCH AS SALARY SURVEYS AND INDICATING COMPARABLE WAGES PAID BY OTHER ORGANIZATIONS OF SIMILAR SIZE AND COMPLEXITY. THE DELIBERATION AND DETERMINATION OF COMPENSATION FOR THE CEO IS CONTEMPORANEOUSLY DOCUMENTED. FORM 990, PAGE 6, PART VI, LINE 15B COMPENSATION FOR THE CFO IS DETERMINED BY INDIVIDUALS INDEPENDENT OF THE CFO. IN DETERMINING A REASONABLE LEVEL OF COMPENSATION, THE BOARD CONSIDERS COMPARABILITY DATA SUCH AS SALARY SURVEYS AND INDICATING COMPARABLE WAGES PAID BY OTHER ORGANIZATIONS OF SIMILAR SIZE AND COMPLEXITY. THE DELIBERATION AND DETERMINATION OF COMPENSATION FOR THE COO IS CONTEMPORANEOUSLY DOCUMENTED. FORM 990, PAGE 6, PART VI, LINE 17 LOUISIANA, MASSACHUSETTS, MARYLAND, MAINE, MICHIGAN, MINNESOTA, MISSOURI, MISSISSIPPI, NORTH CAROLINA, NORTH DAKOTA, NEW HAMPSHIRE, NEW JERSEY, NEW MEXICO, NEVADA, NEW YORK, OHIO, OKLAHOMA, OREGON, PENNSYLVANIA, RHODE ISLAND, SOUTH CAROLINA, TENNESSEE, UTAH, VIRGINIA, WASHINGTON, WISCONSIN, WEST VIRGINIA FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST TO THE ORGANIZATION'S ADDRESS. FORM 990, PART IX, LINE 11G AUDIO VISUAL 239,032 0 0 HONORARIUM 2,450 0 0 OUTSIDE CONTRACT SERVICES 103,604 53,004 110,343 EVENT PLANNING 114,835 0 0 PHYSICIAN AWARENESS 60,000 0 0 HUMAN RESOURCE CONSULTING 42,331 8,058 16,775 CONSULTING 45,965 8,750 18,215 TOTAL 608,217 69,812 145,333 FORM 990, PART XI, LINE 9 COST OF GOODS SOLD 22,047 STORE MAINTENANCE 13,629 RETURN OF GRANT FUNDS -2,650 COST OF GOODS SOLD -22,047 STORE MAINTENANCE -13,629 RETURN OF GRANT FUNDS 2,650 THE ORGANIZATION DID NOT HAVE LOBBYING EXPENSES PRIOR TO 2024.