2023-02-07T23:50:29-05:00 2022-06-30 460952065 BOUNTIFUL PEAK ADVISORS 1564 SOUTH 500 WEST SUITE 201 BOUNTIFUL UT 840107400 990 2021-07-01 205776861 THE CHOLANGIOCARCINOMA FOUNDATION CHOL 8889366731 5526 WEST 13400 SOUTH STE 510 SALT LAKE CITY UT 84096 STACIE LINDSEY CEO/FOUNDER 8019990455 2023-01-31 true STACIE LINDSEY XXX-XX-XXXX SHALAUN T HOWELL CPA P00969274 8012943155 2023-02-07 2021 2023-03-07 01:45:13Z STACIE LINDSEY 762 WEST RIDGELINE DRIVE LEHI UT 84043 5222310 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 10 21 225 0 3828258 4777761 39659 143048 28506 4515 5538 10341 3901961 4935665 350000 600000 0 1225064 1579813 35925 0 461296 668433 1440639 2279422 3620452 1622539 1315213 2743945 4018118 306380 265340 2437565 3752778 X THE ORGANIZATION'S MISSION IS TO FIND A CURE AND IMPROVE THE QUALITY OF LIFE FOR CHOLANGIOCARCINOMA PATIENTS. false false 1061647 600000 RESEARCH THE CHOLANGIOCARCINOMA FOUNDATION CONTINUES TO FOCUS ON COLLABORATIVE RESEARCH EFFORTS WITH MEDICAL, SCIENTIFIC, ACADEMIC, REGULATORY, AND NOT- FOR-PROFIT PARTNERS. DURING THE YEAR ENDED JUNE 30, 2022, THE ORGANIZATION FUNDED ELEVEN FELLOWSHIPS FOR EARLY CAREER RESEARCHERS FOCUSING ON STUDIES IN CHOLANGIOCARCINOMA. THE ORGANIZATION FUNDED EFFORTS TO ENHANCE AND RESEARCH CHOLANGIOCARCINOMA GENETICS DATA. THE ORGANIZATION HAS ALSO CONTINUED THE SUPPORT OF A SPECIMEN REPOSITORY. 1694796 143048 ADVOCACY THE CHOLANGIOCARCINOMA FOUNDATION IS COMMITTED TO PROVIDING SERVICES TO PATIENTS AND THEIR FAMILIES AFFECTED BY THIS DEVASTATING DISEASE. BOTH PATIENTS AND THE PROFESSIONAL COMMUNITY ARE EDUCATED THROUGH THE ORGANIZATION'S ANNUAL CONFERENCE, WEBINARS, WEBSITE, AND BOOK 100 QUESTIONS AND ANSWERS ABOUT CHOLANGIOCARCINOMA. THE ORGANIZATION ALSO PROVIDES DISEASE EDUCATION, EMOTIONAL SUPPORT, AND MANY RESOURCES THROUGH ONLINE PATIENT SUPPORT GROUPS, SOCIAL MEDIA SITES, AND RESPONSES TO DAILY CALLS AND EMAILS. THROUGH INITIATIVES SUCH AS MUTATIONS MATTER, INTERNATIONAL PATIENT REGISTRY, ACTION ALERTS, AND THE BILIARY INFORMATION CARD, PATIENTS AND THEIR CAREGIVERS CAN PARTICIPATE IN RESEARCH EFFORTS WHILE BEING EMPOWERED TO TAKE PART IN THEIR HEALTHCARE. THE ORGANIZATION ALSO PARTNERS WITH LIKE-MINDED ORGANIZATIONS TO SPREAD AWARENESS ABOUT THE CHALLENGES FACED BY THE RARE DISEASE COMMUNITY. 2756443 true true false false false false false false false false true false false false false true true false false false true true false false false false false true false false false false false false false false false false true false false false false false false false false true 11 0 21 true false false false false false false false false false false false false X 10 10 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 MA MD ME MI MN 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 762 WEST RIDGELINE DR LEHI UT 84043 ALLI WARD COO 40.00 X 133770 0 1266 STACIE LINDSEY CEO/FOUNDER 40.00 X X 128914 0 1189 TERESA DELCORSO-ELLMANN CHAIR 1.00 X X 0 0 0 BRUCE COPPOCK VICE CHAIR 1.00 X X 0 0 0 ROBERT RUSSELL SECRETARY 1.00 X X 0 0 0 DANIEL BLUM TREASURER 1.00 X X 0 0 0 ROSS GREEN BOARD MEMBER 1.00 X 0 0 0 PATRICIA MAXIN BOARD MEMBER 1.00 X 0 0 0 JASON SCOTT BOARD MEMBER 1.00 X 0 0 0 DEAN MEYER BOARD MEMBER 1.00 X 0 0 0 JACK CALLAWAY BOARD MEMBER 1.00 X 0 0 0 LIZ WARNER BOARD MEMBER 1.00 X 0 0 0 262684 2455 2 false false false 207950 4569811 265482 4777761 CONTRACT SERVICES 541900 143048 143048 143048 1439 1439 268884 265482 326 3402 -326 3076 -326 3402 31178 20837 10341 10341 4935665 153063 4841 X 500000 500000 100000 100000 273066 198336 60973 13757 1139296 817083 79015 243198 48394 34778 4496 9120 119057 85595 11776 21686 1085 175 910 21377 21377 399391 242766 134818 21807 111379 88600 654 22125 101287 76662 12868 11757 132965 78344 11460 43161 32171 30773 1398 228710 187004 35270 6436 31709 31709 8925 6416 883 1626 7205 2157 4370 678 MEALS & CATERING 151845 136592 5916 9337 EQUIP RENT & MAINTENANCE 111192 111192 BANK FEES 48262 6639 41623 MISCELLANEOUS 30494 12710 3691 14093 22642 15551 6199 892 3620452 2756443 402713 461296 175327 2994691 2383834 622695 45000 191600 705 4352 41394 108569 76337 77873 36264 17926 21348 18338 2743945 4018118 98430 250340 15000 207950 306380 265340 X 1433032 2182150 1004533 1570628 2437565 3752778 2743945 4018118 X 1315213 X false true X true false X 1526930 2210880 1884975 3828259 4778024 14229068 1526930 2210880 1884975 3828259 4778024 14229068 804354 13424714 599 816 3411 1648 1439 7913 14236981 274788 0.94290 0.90310 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 36264 17926 18338 18338 X 4946405 263 263 4946142 -10477 -10477 4935665 3631192 263 10477 10740 3620452 3620452 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 2018. SCHEDULE D, PAGE 4, PART XI, LINE 4B COST OF GOODS SOLD -20,837 RETURN OF GRANT FUNDS 10,360 SCHEDULE D, PAGE 4, PART XII, LINE 2D COST OF GOODS SOLD 20,837 RETURN OF GRANT FUNDS -10,360 true EUROPE GRANTMAKING CANCER RESEARCH 50000 EAST ASIA AND THE PACIFIC GRANTMAKING CANCER RESEARCH 50000 100000 100000 EUROPE CANCER RESEARCH 50000 WIRE TRANSFER EAST ASIA AND THE PACIFIC CANCER RESEARCH 50000 WIRE TRANSFER 2 false false false false false false SCHEDULE F, PAGE 1, PART I, LINE 3 EUROPE 50,000 0 EAST ASIA AND THE PACIFIC 50,000 0 true ICAHN SCHOOL OF MEDICINE 1 GUSTAVE L LEVY PLACE BOX 1123 NEW YORK NY 10029 136171197 501C3 50000 CANCER RESEARCH JOHN HOPKINS UNIVERSITY C/O BANK OF AMERICA 12529 COLLECTIONS CENTER DRIVE CHICAGO IL 60693 520595110 501C3 50000 CANCER RESEARCH MASS GENERAL HOSPITAL PO BOX 414876 BOSTON MA 02241 041564655 501C3 100000 CANCER RESEARCH MAYO CLINIC PO BOX 860334 MINNEAPOLIS MN 554860334 416011702 501C3 50000 ICRN BIOREPOSITORY NATIONAL CANCER INSTITUTE 9000 ROCKVILLE PIKE BUILDING 31 BETHESDA MD 20892 522858115 GOV 50000 CANCER RESEARCH UNIVERSITY OF PITTSBURG 3100 CATHEDRAL OF LEARNING PITTSBURG PA 15260 250965591 501C3 50000 CANCER RESEARCH UNIVERSITY OF MICHIGAN 1000 VICTORS WAY STE 1A ANN ARBOR MI 48108 386006309 501C3 50000 CANCER RESEARCH UNIVERSITY OF MINNESOTA 200 OAK ST SE STE 450 MINNEAPOLIS MN 55455 416007513 501C3 50000 CANCER RESEARCH DUKE UNIVERSITY 324 BLACKWELL STEET STE 900 DURHAM NC 27701 560532129 501C3 50000 CANCER RESEARCH 9 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 13 265482 PUBLICLY QUOTED PRICE false false false SCHEDULE M, PAGE 2, PART II THE ORGANIZATION IS REPORTING THE TOTAL NUMBER OF DONATIONS RECEIVED ON SCHEDULE M. FORM 990, PAGE 2, PART III, LINE 4B ADVOCACY THE CHOLANGIOCARCINOMA FOUNDATION IS COMMITTED TO PROVIDING SERVICES TO PATIENTS AND THEIR FAMILIES AFFECTED BY THIS DEVASTATING DISEASE. BOTH PATIENTS AND THE PROFESSIONAL COMMUNITY ARE EDUCATED THROUGH THE ORGANIZATION'S ANNUAL CONFERENCE, WEBINARS, WEBSITE, AND BOOK 100 QUESTIONS AND ANSWERS ABOUT CHOLANGIOCARCINOMA. THE ORGANIZATION ALSO PROVIDES DISEASE EDUCATION, EMOTIONAL SUPPORT, AND MANY RESOURCES THROUGH ONLINE PATIENT SUPPORT GROUPS, SOCIAL MEDIA SITES, AND RESPONSES TO DAILY CALLS AND EMAILS. THROUGH INITIATIVES SUCH AS MUTATIONS MATTER, INTERNATIONAL PATIENT REGISTRY, ACTION ALERTS, AND THE BILIARY INFORMATION CARD, PATIENTS AND THEIR CAREGIVERS CAN PARTICIPATE IN RESEARCH EFFORTS WHILE BEING EMPOWERED TO TAKE PART IN THEIR HEALTHCARE. THE ORGANIZATION ALSO PARTNERS WITH LIKE-MINDED ORGANIZATIONS TO SPREAD AWARENESS ABOUT THE CHALLENGES FACED BY THE RARE DISEASE COMMUNITY. 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, COO, 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 COO IS DETERMINED BY INDIVIDUALS INDEPENDENT OF THE COO. 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 MASSACHUSETTS, MARYLAND, MAINE, MICHIGAN, MINNESOTA, 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 CHARITABLE PERMIT FILING 0 0 13,077 FILMOGRAPHY 88,000 0 0 OTHER CONTRACT SERVICE 77,276 134,818 8,730 EVENT MANAGEMENT 77,490 0 0 TOTAL 242,766 134,818 21,807 FORM 990, PART XI, LINE 9 COST OF GOODS SOLD 20,837 RETURN OF GRANT FUNDS -10,360 COST OF GOODS SOLD -20,837 RETURN OF GRANT FUNDS 10,360