2022-11-14T08:31:43-06:00 2021-12-31 263753134 CBIZ MHM LLC 500 BOYLSTON STREET BOSTON MA 02116 990 2021-01-01 451623549 T1D EXCHANGE INC T1DE 6178926100 11 AVENUE DE LAFAYETTE 5TH FLOOR BOSTON MA 02111 DAVID WALTON CHIEF EXECUTIVE OFFICER 6178926100 2022-11-02 1 DAVID WALTON 999009999 BRENDA L BOOTH P01342395 6177610600 2022-11-02 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z DAVID WALTON 11 AVENUE DE LAFAYETTE 5TH FLOOR BOSTON MA 02111 4868668 0 X WWW.T1DEXCHANGE.ORG X 2011 DE T1D EXCHANGE IS A LEADING PROVIDER OF REAL-WORLD EVIDENCE, DEDICATED TO IMPROVING OUTCOMES FOR THE ENTIRE T1D POPULATION THROUGH DRIVING COLLABORATIVE CHANGE. T1D EXCHANGE ACTIVELY SUPPORTS QUALITY IMPROVEMENT AND INNOVATION THROUGH ITS QUALITY IMPROVEMENT COLLABORATIVE, PATIENT REGISTRY, AND DATA-ORIENTED RESEARCH SERVICES. IT PLAYS AN ACTIVE ROLE IN CREATING REAL-WORLD IMPACT WITH THIS INTEGRATED DATA BY PROVIDING CLINICIANS, RESEARCHERS, INDUSTRY PARTNERS AND ADVOCATES WITH THE RESOURCES AND SERVICES THEY NEED FOR BETTER DECISION SUPPORT AND POPULATION HEALTH MANAGEMENT. 13 12 39 12 0 0 11889927 2473234 663297 2395480 9294 -46 0 0 12562518 4868668 0 0 0 0 4050080 4669751 0 0 508264 3858505 5201278 7908585 9871029 4653933 -5002361 15898353 11137600 1048040 1301040 14850313 9836560 X T1D EXCHANGE IS A LEADING PROVIDER OF REAL-WORLD EVIDENCE, DEDICATED TO IMPROVING OUTCOMES FOR THE ENTIRE T1D POPULATION THROUGH DRIVING COLLABORATIVE CHANGE. T1D EXCHANGE ACTIVELY SUPPORTS QUALITY IMPROVEMENT AND INNOVATION THROUGH ITS QUALITY IMPROVEMENT COLLABORATIVE, PATIENT REGISTRY, AND DATA-ORIENTED RESEARCH SERVICES. IT PLAYS AN ACTIVE ROLE IN CREATING REAL-WORLD IMPACT WITH THIS INTEGRATED DATA BY PROVIDING CLINICIANS, RESEARCHERS, INDUSTRY PARTNERS AND ADVOCATES WITH THE RESOURCES AND SERVICES THEY NEED FOR BETTER DECISION SUPPORT AND POPULATION HEALTH MANAGEMENT. 0 0 7079981 2395480 T1D EXCHANGE MAINTAINS THREE KEY PROGRAMS, THE QUALITY IMPROVEMENT COLLABORATIVE, THE T1D EXCHANGE REGISTRY, AND CUSTOM RESEARCH SERVICES. THE T1D EXCHANGE QUALITY IMPROVEMENT COLLABORATIVE CONSISTS OF A LEARNING COLLABORATIVE COMPRISED OF DIABETES CENTERS FROM ACROSS THE US, AND A COMPANION DATA PLATFORM INTEGRATING EMR DATA TO REDEFINE BEST PRACTICES, ENHANCE THE QUALITY OF CARE, AND ULTIMATELY GENERATE BETTER OUTCOMES. THE T1D EXCHANGE REGISTRY IS AN ONLINE VIRTUAL REGISTRY COMPRISED OF INDIVIDUALS WITH TYPE 1 DIABETES AND/OR THEIR CAREGIVERS WHO PARTICIPATE IN RESEARCH. REGISTRY PARTICIPANTS PROVIDE PATIENT-REPORTED INFORMATION ON THEIR CARE AND MANAGEMENT OF DIABETES. FINALLY, T1D EXCHANGE PROVIDES CUSTOM RESEARCH SERVICES THAT COMBINE ITS ANALYTICS WITH ADDITIONAL OFFERINGS SUCH AS CUSTOM SURVEYS, INTERVIEWS, FOCUS GROUPS, DEVICE DATA INTEGRATION, ETC. THIS MODEL HELPS CONNECT PATIENTS, PROVIDERS, INDUSTRY AND ACADEMIA SO THAT INNOVATION IS ACCELERATED AND CARE IS OPTIMIZED. 7079981 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 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 1 1 1 0 0 1 24 0 1 39 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 12 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA AL AR CA FL GA HI IL KS KY MD MI MN OR PA RI SC TN UT VA WV WI MS NH NJ NC X BRANDON MAAKE 6178926100 11 AVENUE DE LAFAYETTE 5TH FLOOR BOSTON MA 02111 JOHN COLLINS TREASURER & CHAIR OF FINANCE, AUDIT/COMPLIANCE 1.00 1.00 X X 0 0 0 DOMINQUE HURLEY DIRECTOR 1.00 0.00 X 0 0 0 HAYDON KEITNER DIRECTOR 1.00 0.00 X 0 0 0 JAY MOHR DIRECTOR/CHAIR OF BOARD OF DIRECTORS 1.00 1.00 X X 0 0 0 MARIJANE NORRIS-GEARY DIRECTOR/CHAIR OF BOARD OF EXECUTIVE/COMPENSATION 1.00 1.00 X X 0 0 0 KEITH RYAN DIRECTOR 1.00 1.00 X 0 0 0 RICK ALTINGER DIRECTOR - CHAIR OF DEVELOPMENT 1.00 0.00 X X 0 0 0 JOHN L BROOKS III DIRECTOR 1.00 0.00 X 0 0 0 DAVID WALTON PRESIDENT/SECRETARY 40.00 1.00 X X 412964 0 13301 REBECCA PARKES COO - UNTIL 5/21/21 40.00 1.00 X X 130339 0 7541 PHILIP CAGNASSOLA DIRECTOR-AS OF 3/11/21 1.00 0.00 X 0 0 0 KEVIN LARSEN DIRECTOR-AS OF 6/8/21 1.00 0.00 X 0 0 0 MARGARITA OCHOA-MAYA DIRECTOR-AS OF 6/8/21 1.00 0.00 X 0 0 0 GARY PUCKREIN DIRECTOR-AS OF 3/11/21 1.00 0.00 X 0 0 0 BRANDON MAAKE CONTROLLER 40.00 0.00 X 122838 0 6415 WENDY WOLF VP OF REGISTRY 40.00 0.00 X 226865 0 7355 OSAGIE EBEKOZIEN CHIEF M.O. EXECUTIVE VP QI 40.00 0.00 X 231953 0 17194 CAMPBELL ROWE VP, PRODUCT DEVELOPMENT & DATA 40.00 0.00 X 260914 0 9830 NICOLE RIOLES SR. DIR. CLINICAL PARTNERSHIP & ENGAGE. 40.00 0.00 X 147587 0 7700 DANIEL FINAN DIRECTOR, DATA & PRODUCT DEVELOPMENT 40.00 0.00 X 171810 0 4320 1705270 0 73656 12 0 1 0 NEWFIRE LLC 210 BROADWAY ST SUITE 201 CAMBRIDGE MA 02139 SOFTWARE DESIGN & DEVELOPMENT 1045914 PRINCE LOBEL ONE INTERNATIONAL PLACE SUITE 3700 BOSTON MA 02110 LEGAL SERVICES 159973 RESEARCH FOUNDATION FOR SUNY 750 EAST ADAMS STREET SYRACUSE NY 13210 RESEARCH 140500 APOGEE PO BOX 4110 WOBURN MA 01888 IT SERVICES 115735 STANFORD UNIVERSITY 420 MONTGOMERY STEET SAN FRANCISCO CA 94104 RESEARCH 100000 5 333750 300000 624164 1215320 2473234 CONTRACT SERVICE REVEN 900099 2395480 2395480 2395480 -46 -46 4868668 2395480 0 -46 496822 159748 153442 183632 3367284 2310331 833356 223597 111824 66396 41934 3494 369336 219293 138501 11542 324485 192663 121682 10140 126352 126352 49000 49000 226418 181418 45000 228100 9384 218557 159 71393 18308 52965 120 151358 38133 113225 421737 265698 84403 71636 36311 7486 28825 9221 7395 1826 967776 800402 165541 1833 55226 33806 19572 1848 PROGRAM SERVICES 2806996 2759953 47043 TELEPHONE 25125 2319 22647 159 RECRUITMENT & TRAINING 18155 7152 11003 POSTAGE AND SHIPPING 8909 96 8709 104 -799 -799 9871029 7079981 2282784 508264 3670107 4729057 1901668 1901668 5666138 261908 187063 513049 112639 135813 340090 224489 147920 115601 1055574 1063282 3115852 2190794 41392 226428 15898353 11137600 838839 1068231 192879 220254 16322 12555 1048040 1301040 X 7569342 7188729 7280971 2647831 14850313 9836560 15898353 11137600 -5002361 -11392 0 X 0 1 X 1 0 X 1708747 16508806 441894 11889927 2473234 33022608 1708747 16508806 441894 11889927 2473234 33022608 24863857 8158751 18585 55718 45002 9294 0 128599 33151207 4798703 0.24610 0.38110 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 109049 78814 30235 231041 145675 85366 115601 DEFERRED RENT 6341 OTHER LIABILITIES 6214 12555 X 4878292 9624 9624 4868668 0 4868668 9880653 9624 9624 9871029 0 9871029 PART X, LINE 2: THE ORGANIZATION ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER SCRUTINY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON A "CUMULATIVE PROBABILITY ASSESSMENT" THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. THE ORGANIZATION HAS IDENTIFIED ITS TAX STATUS AS A TAX-EXEMPT ENTITY AND ITS DETERMINATIONS AS TO WHAT INCOME IS RELATED AND UNRELATED AS ITS ONLY SIGNIFICANT TAX POSITIONS; HOWEVER, THE ORGANIZATION HAS DETERMINED THAT SUCH TAX POSITIONS DO NOT RESULT IN UNCERTAINTIES REQUIRING RECOGNITION. THE ORGANIZATION IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTIONS. THE ORGANIZATION'S FEDERAL AND STATE TAX RETURNS ARE GENERALLY OPEN FOR EXAMINATION FOR THREE YEARS FOLLOWING THE DATE FILED. X X X 0 0 0 0 0 0 0 0 0 DAVID WALTON PRESIDENT/SECRETARY 412274 0 0 0 690 0 10149 0 3152 0 426265 0 0 0 CAMPBELL ROWE VP, PRODUCT DEVELOPMENT & DATA 258680 0 0 0 2234 0 7880 0 1950 0 270744 0 0 0 OSAGIE EBEKOZIEN CHIEF M.O. EXECUTIVE VP QI 224848 0 0 0 7105 0 7448 0 9746 0 249147 0 0 0 WENDY WOLF VP OF REGISTRY 226466 0 0 0 399 0 6817 0 538 0 234220 0 0 0 DANIEL FINAN DIRECTOR, DATA & PRODUCT DEVELOPMENT 171692 0 0 0 118 0 4320 0 0 0 176130 0 0 0 NICOLE RIOLES SR. DIR. CLINICAL PARTNERSHIP & ENGA 145459 0 0 0 2128 0 4518 0 3182 0 155287 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE MEMBER IS THOSE PERSONS SERVING FROM TIME TO TIME AS THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7A T1D EXCHANGE IS A MEMBERSHIP CORPORATION. THE MEMBER IS THOSE PERSONS SERVING FROM TIME TO TIME AS THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO FILING FROM 990 THE COMPLETED FORM 990 IS DISTRIBUTED TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION CONTINUALLY MONITORS AND ENFORCES THE CONFLICT OF INTEREST POLICY BY (1) REQUIRING ALL NEW BOARD MEMBERS TO SIGN THE POLICY AND IDENTIFY ANY CONFLICTS THAT MAY EXIST, AND (2) ANNUALLY RE-AFFIRM WITH ALL MEMBERS OF THE BOARD OF DIRECTORS AND IDENTIFY AND CONFLICTS OF INTEREST THAT MAY HAVE OCCURED IN THE PRIOR YEAR. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS IS REPONSIBLE FOR THE YEARLY PERFORMANCE EVALUATION AND SALARY REVIEW OF THE CHIEF EXECUTIVE OFFICER AND CHIEF OPERATING OFFICER. THE BOARD USES SALARY SURVEY'S AS A BENCHMARK FOR EACH POSITION, UTILIZING COMPARABLES FROM OTHER SIMILAR ORGANIZATIONS AND OTHER AVAILABLE DATA. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION MAKES ITS FORM 1023, AND 990S AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. T1D EXCHANGE SUPPORTING FOUNDATION INC 11 AVENUE DE LAFAYETTE 5TH FLOOR BOSTON MA 02111 475074602 BENEFITING AND SUPPORTING THE CHARITABLE ACTIVITIES OF T1D EXCHANGE, INC. MA 501(C)(3) LINE 12A, I T1D EXCHANGE INC 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 T1D EXCHANGE SUPPORTING FOUNDATION INC C 300000 BOOK