2024-11-13T10:44:05-06:00 2023-12-31 582487348 Aprio Advisory Group LLC 111 Rockville Pike Suite 600 Rockville MD 20850 990 2023-01-01 852130952 Accumulus Synergy Inc ACCU 8006486438 1534 Plaza Lane 210 Burlingame CA 94010 Francisco Nogueira CEO 8006486438 2024-11-13 1 0 Stacy Cullen P00974308 3012316200 2024-11-13 2023 2024-10-15 13:58:12Z Francisco Nogueira 1534 Plaza Lane 210 Burlingame CA 94010 792653 0 X www.accumulus.org X 2020 DE Accumulus Synergy is a global non-profit organization developing a next generation communication and collaboration platform that aims to transform the current methods of information and data exchange in the life science & regulatory ecosystem, ultimately benefiting patients around the globe. 12 12 84 250 0 0 17330000 0 0 0 2853 769098 8250 23547 17341103 792645 1007 9212 0 0 5904292 18524236 0 0 0 19916799 17441251 25822098 35974699 -8480995 -35182054 63672359 28286015 4620671 4416381 59051688 23869634 X Accumulus Synergy is a global non-profit organization developing a next generation communication and collaboration platform that aims to transform the current methods of information and data exchange in the life science & regulatory ecosystem, ultimately benefiting patients around the globe. 0 0 Key Program Service Achievements in 2023 included further development of the collaboration and information exchange platform for anticipated launch in 2024, engagement with National Regulatory Authorities including the creation of a Regulator Forum, and gathering use case requirements from industry organizations. 0 0 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 1 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 21 0 84 1 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 1 1 0 1 1 0 0 0 1 0 1 1 1 1 1 0 DE X Jack Quigley 8006486438 1534 Plaza Lane Suite 210 Burlingame Suite CA 94010 Jacques Mascaro Board Member (JAN-MAR)/Chair (MAR-DEC) 1.50 X X 0 0 0 Jeremy Chadwick Chair (JAN-MAR) 1.50 X X 0 0 0 Helen Fitton Board Member 1.50 X 0 0 0 Darrell Hicks Board Member 1.50 X 0 0 0 Aditi Kumar Board Member 1.50 X 0 0 0 Eddie Reilly Board Member 1.50 X 0 0 0 Michael Robbins Board Member 1.50 X 0 0 0 Mark Taisey Board Member 1.50 X 0 0 0 Patti Compton Board Member (MAR-DEC) 1.50 X 0 0 0 Nahid Latif Board Member (JUN-DEC) 1.50 X 0 0 0 Hal Stern Board Member (JUN-DEC) 1.50 X 0 0 0 Stef Schutte Board Member (SEP-DEC) 1.50 X 0 0 0 Jeff Francer Board Member (NOV-DEC) 1.50 X 0 0 0 Jerry Stewart Board Member (JAN-FEB) 1.50 X 0 0 0 Karin Van Baelen Board Member (JAN-MAR) 1.50 X 0 0 0 Susanne Gronen Board Member (JAN-JUN) 1.50 X 0 0 0 Pandu Kulkarni Board Member (JAN-SEP) 1.50 X 0 0 0 Nogueira Francisco Chief Executive Officer 40.00 X 901960 0 0 Alexander Kramer Head Of Finance 40.00 X 328914 0 0 Khushboo Sharma Chief Regulatory Innovation Officer 40.00 X 485028 0 0 Jillian Riley General Counsel 40.00 X 368566 0 0 William Gibson VP of Product (JAN-MAR)/CTO (APR-DEC) 40.00 X 367582 0 0 Kaarin Gordon Chief Growth Officer (MAY-DEC) 40.00 X 225129 0 0 Dominique Lagrave VP Regulatory Innovation 40.00 X 387095 0 0 Michael Banham VP Engineering (JAN-SEP) 40.00 X 334668 0 0 Marvin Larry Chief Information Security Officer (JAN-NOV) 40.00 X 315772 0 0 John Quigley Head of Business Operations 40.00 X 275715 0 0 Nahed Khairallah Non-Exec (JAN-SEPT)/Exec (OCT-DEC) 40.00 X 213200 0 0 Lessie Russell VP Business Development (JAN-AUG) 40.00 X 185974 0 0 4389603 0 0 57 0 1 0 NNIT INC 90 Washington Valley Rd Bedminster NJ 07291 Staff Augmentation 3075862 Coherent Solutions Inc 1600 Utica Ave S Suite 120 Minneapolis MN 55416 Staff Augmentation 2643324 Proximity Lab LLC 104 Congress Street Suite 304 Portsmouth NH 03801 Staff Augmentation 1799000 Protiviti Inc 12269 Collections Center Chicago IL 60693 Consulting - Software Development 1506091 Covington & Burling LLP One City Center 850 Tenth Street Washington DC 200014956 Legal Services 854037 23 769106 769106 8 -8 -8 -8 Other Revenue 900099 23547 23547 23547 792645 23547 0 769098 X 9212 2767677 12632567 434397 1680962 1008633 933113 139203 11942701 110870 765458 2737325 67093 580747 52924 Payroll Processing 111817 35974699 35570858 19785358 14509190 85637 13330000 262311 545795 7808822 0 60403 63672359 28286015 4620671 4416381 4620671 4416381 X 59051688 23869634 59051688 23869634 63672359 28286015 -35182054 0 X X 0 1 X 1 0 1 1 0 0 Certificate of Deposit 7808822 C 7808822 X 1685176 892531 892531 792645 0 792645 36867230 892531 892531 35974699 0 35974699 Part X, Line 2: The Organization follows the accounting standard on accounting for uncertainty in income taxes, which addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. Management evaluated the Organization's tax positions and concluded that the Organization has taken no uncertain tax positions that require adjustment to the financial statements to comply with the provisions of this guidance. For the years ended December 31, 2023 and 2022, no unrecognized tax positions or benefit exists. Tax years from 2020 through the current year remain open for examination by tax authorities. X X X X X 1 0 0 Nogueira Francisco Chief Executive Officer 638710 0 263250 0 0 0 0 0 0 0 901960 0 0 0 Khushboo Sharma Chief Regulatory Innovation Officer 438828 0 46200 0 0 0 0 0 0 0 485028 0 0 0 Dominique Lagrave VP Regulatory Innovation 294470 0 92625 0 0 0 0 0 0 0 387095 0 0 0 Jillian Riley General Counsel 308566 0 60000 0 0 0 0 0 0 0 368566 0 0 0 William Gibson VP of Product (JAN-MAR)/CTO (APR-DEC 331332 0 36250 0 0 0 0 0 0 0 367582 0 0 0 Michael Banham VP Engineering (JAN-SEP) 280418 0 54250 0 0 0 0 0 0 0 334668 0 0 0 Alexander Kramer Head Of Finance 288414 0 40500 0 0 0 0 0 0 0 328914 0 0 0 Marvin Larry Chief Information Security Officer ( 275147 0 40625 0 0 0 0 0 0 0 315772 0 0 0 John Quigley Head of Business Operations 227975 0 47740 0 0 0 0 0 0 0 275715 0 0 0 Kaarin Gordon Chief Growth Officer (MAY-DEC) 225129 0 0 0 0 0 0 0 0 0 225129 0 0 0 Nahed Khairallah Non-Exec (JAN-SEPT)/Exec (OCT-DEC) 200000 0 13200 0 0 0 0 0 0 0 213200 0 0 0 Lessie Russell VP Business Development (JAN-AUG) 150974 0 35000 0 0 0 0 0 0 0 185974 0 0 0 Part I, Line 4a Michael Banham received a separation payment in 2023. Lessie Russell and Marvin Larry received separation payments but not until 2024. Part I, Line 7 The organization periodically pays discretionary bonuses to employees in recognition of performance. Form 990, Part VI, Section A, line 6 There is one class of voting members that is open to any biopharmaceutical entity interested in supporting the mission and purpose of Accumulus Synergy. Additionally, there is one class of non-voting members, which consists of any person or entity that supports the mission and purpose of Accumulus Synergy. Form 990, Part VI, Section A, line 7a Each voting member, as described in Part VI, Line 6, has the right to appoint one individual to serve as a Director. Form 990, Part VI, Section B, line 11b The IRS Form 990 is presented to the Finance Committee of the Board of Directors and subsequently shared with the full Board of Directors Form 990, Part VI, Section B, line 12c Pursuant to the Conflict-of-Interest Policy, the Board of Directors monitors and enforces compliance with the Conflict of Interest Policy. Officers, Directors, and key employees are required to disclose any transaction that may result in a potential conflict of interest. A potentially conflicted person may make a presentation to the Board at a meeting where the transaction is deliberated but must leave the meeting and not take part in any discussion of, or vote on, the transaction Form 990, Part VI, Section B, line 15 The Finance Committee is composed of members of the Board. It sets salary bands for various positions, including the total compensation package for the Chief Executive Officer. Additionally, the Committee participates in the interview process for key employees and officers. Form 990, Part VI, Section C, line 19 Governing documents and financial statements will be made available upon request. Form 990, Part IX, line 11g Staff Augmentation 9,186,335. Consulting 1,653,513. Recruiter Contracts 1,087,768. Other Professional Services 15,085. FORM 990, PART XII, LINE 2C: The Board of Directors has responsibility for the oversight and approval of the independent audit, with prior review and engagement of the Finance Committee. The oversight process has not changed from prior years.