HEALTHTREE FOUNDATION INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- HEALTHTREE FOUNDATION INC (EIN 45-5354811)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202213199349328811
- Schema version
- 2021v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T19:01:47-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 870343246 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SQUIRE & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 215 S STATE ST STE 850 | AddressLine1Txt |
| City | SALT LAKE CITY | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 841112380 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 455354811 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEALTHTREE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CROW | BusinessNameControlTxt |
| Phone | 8007091113 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2600 WEST EXECUTIVE PKWY SUITE 380 | AddressLine1Txt |
| City | LEHI | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84043 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENNIFER AHLSTROM | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8019491034 | PhoneNum |
| Signature | 2022-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JENNIFER | PersonFirstNm |
| Person Last | AHLSTROM | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GREGORY O HYDE CPA | PreparerPersonNm |
| PTIN | P00641196 | PTIN |
| Phone | 8015330409 | PhoneNum |
| Preparation | 2022-11-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Name Change | Yes (X) | NameChangeInd |
| Principal Officer | JENNIFER AHLSTROM | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2600 WEST EXECUTIVE PKWY SUITE 380 | AddressLine1Txt |
| City | LEHI | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84043 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,975,431 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HEALTHTREE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2012 | FormationYr |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Activity Or Mission | PROVIDING PATIENT-CENTERED TOOLS, EDUCATION, AND SUPPORT TO THOSE WITH RARE DISEASES USING A PATIENT-INITIATED DATA PLATFORM IN COLLABORATION WITH DISEASE EXPERTS TO IMPROVE OUTCOMES AND ACCELERATE CURES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 4 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 4 | VotingMembersIndependentCnt |
| Total Employee | 56 | TotalEmployeeCnt |
| Total Volunteers | 200 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $3,711,805 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,181,920 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,000 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| PY Other Revenue | $495,882 | PYOtherRevenueAmt |
| CY Other Revenue | $750,809 | CYOtherRevenueAmt |
| PY Total Revenue | $4,209,687 | PYTotalRevenueAmt |
| CY Total Revenue | $4,932,729 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $124,148 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $42,930 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,599,771 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,099,823 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $27,720 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,592,059 | PYOtherExpensesAmt |
| CY Other Expenses | $2,257,585 | CYOtherExpensesAmt |
| PY Total Expenses | $3,315,978 | PYTotalExpensesAmt |
| CY Total Expenses | $4,400,338 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $893,709 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $532,391 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,281,711 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,314,648 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $233,551 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $740,359 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,048,160 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,574,289 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | PROVIDING PATIENT-CENTERED TOOLS, EDUCATION, AND SUPPORT TO THOSE WITH RARE DISEASES USING A PATIENT-INITIATED DATA PLATFORM IN COLLABORATION WITH DISEASE EXPERTS TO IMPROVE OUTCOMES AND ACCELERATE CURES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $3,865,199 | ExpenseAmt |
| Grant | $2,930 | GrantAmt |
| Desc | PATIENT ADVOCACY AND EDUCATION HEALTHTREE FOUNDATION HAS A DEEP SET OF RICH PROGRAMS AND RESOURCES TO PROVIDE ADVOCACY AND EDUCATION FOR BLOOD CANCER PATIENTS. WE UNDERSTAND THAT HAVING AND LIVING WITH A DISEASE REQUIRES DISEASE-SPECIFIC SUPPORT TO MAKE IT TRULY USEFUL. OUR PROGRAMS FOR PATIENT ADVOCACY AND EDUCATION IN MULTIPLE MYELOMA AND AML INCLUDE: HEALTHTREE COMMUNITY: A NEWS WEBSITE IN PATIENT-FRIENDLY LANGUAGE, A SPECIALIST DIRECTORY, A JOURNALING FEATURE, REGULAR WEBINAR EVENTS WITH MEDICAL EXPERTS IN TOPIC- BASED OR GEOGRAPHIC CHAPTERS, AND AN UPCOMING SOCIAL MEDIA NETWORK FOR A COMPREHENSIVE PATIENT COMMUNITY EXPERIENCE. HEALTHTREE UNIVERSITY: AN ONLINE, ANIMATED VIDEO CURRICULUM WITH DOZENS OF COURSES AND OF HUNDREDS OF LESSONS TAUGHT BY MYELOMA AND AML EXPERTS. HTU IS ONE OF OUR MOST POPULAR PROGRAMS AND CAN HELP A NEWLY DIAGNOSED PATIENT GET UP-TO-SPEED ON EVERYTHING INCLUDING BASICS, HOW TO BUILD AND NAVIGATE YOUR HEALTHCARE TEAM, GENETICS, UNDERSTANDING LABS, "KNOW YOUR THERAPY- AND COMPLEX TOPICS LIKE TREATMENT CHOICES. HEALTHTREE ROUND TABLES: LIVE OR ONLINE MEETINGS WITH A PANEL OF MULTIPLE MYELOMA AND AML EXPERTS WHO COVER TOPICS RANGING FROM NEWLY DIAGNOSED TESTING TO DECISION-MAKING AT RELAPSE. HEALTHTREE PODCAST: AN HOUR-LONG PODCAST INTERVIEWING MULTIPLE MYELOMA AND AML EXPERTS WITH A FOCUS ON CLINICAL TRIALS SO PATIENTS UNDERSTAND WHAT THE CLINICAL TRIALS ARE HOPING TO ACCOMPLISH AND WHY AND HOW PATIENTS SHOULD JOIN. HEALTHTREE COACH: HEALTHTREE COACHES ARE EXPERIENCED PATIENTS OR CAREGIVERS WHO VOLUNTEER THEIR TIME TO SUPPORT PATIENTS IN NAVIGATING THEIR CARE. MYELOMA PATIENTS CAN CHOOSE FROM OVER 200 COACHES TO OBTAIN TEMPORARY OR LONG-TERM SUPPORT WITH ONE-ON-ONE HELP. HEALTHTREE MOVES: WE PROVIDE AN IPHONE OR ANDROID PHONE APP CALLED HEALTHTREE MOVES TO FACILITATE GROUP FITNESS CHALLENGES AS WELL AS A 5K AND 1 MILE RACE SERIES TO PROVIDE A FUN FITNESS ENVIRONMENT THAT BUILDS AND ENGAGE THE PATIENT COMMUNITY. HEALTHTREE REACH: WE AIM TO REACH ALL MULTIPLE MYELOMA PATIENTS AND PROVIDE TAILORED SERVICES TO SPANISH-SPEAKING, BLACK, RURAL AND OTHER PATIENTS WITH UNIQUE NEEDS. ADDITIONAL BLOOD CANCERS WILL BE SUPPORTED IN FUTURE YEARS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $40,000 | ExpenseAmt |
| Grant | $40,000 | GrantAmt |
| Desc | HEALTHTREE RESEARCH IN ADDITION TO SUPPORTING PATIENTS THROUGH OUR ADVOCACY AND EDUCATION EFFORTS, HEALTHTREE FOUNDATION IS RELENTLESS IN MOVING US CLOSER TO A MYELOMA AND AML CURE. WE BUILT A UNIQUE PATIENT DATA PORTAL CALLED HEALTHTREE CURE HUB THAT NOT ONLY SUPPORTS PATIENTS IN NAVIGATING THEIR DISEASE, IT CAN ALSO FACILITATE INVESTIGATOR-LED RESEARCH TO HELP THEM COME TO FASTER CONCLUSIONS USING REAL WORLD EVIDENCE. HEALTHTREE CLINICAL TRIAL FINDER: AN EASIER WAY TO FIND AND JOIN A MULTIPLE MYELOMA OR AML CLINICAL TRIAL. WITH ADVANCED FILTERING, FINDING CLINICAL TRIALS FOR A SPECIFIC TARGET, PATIENTS TYPE, GENETIC TYPE OR LOCATION IS SIGNIFICANTLY EASIER. WHEN PATIENTS JOIN CLINICAL TRIALS IN GREATER NUMBERS, THEY CAN HELP ACCELERATE FASTER CURES. HEALTHTREE CURE HUB: A PATIENT DATA PORTAL WHERE PATIENTS CAN LINK AND AGGREGATE THEIR MEDICAL RECORDS IN ORDER TO RECEIVE HELP NAVIGATING THEIR DISEASE (LAB TRACKING, TREATMENT TRACKING, FINDING A "TWIN- AND VIEWING SIDE EFFECT SOLUTIONS). PATIENTS CAN ALSO BECOME PART OF THE CURE BY CONTRIBUTING TO RESEARCH THROUGH SURVEYS OR STUDIES. PATIENT PARTICIPATION HELPS US USE REAL WORLD EVIDENCE TO ACCELERATE RESEARCHER PROJECTS AND PROVIDES INVESTIGATORS ACCESS TO ANONYMIZED DATA FOR FREE, SAVING THEM YEARS AND HUNDREDS OF THOUSANDS OF DOLLARS TO FACILITATE THEIR WORK. TO DATE, OVER 10,500 MYELOMA PATIENTS HAVE JOINED HEALTHTREE CURE HUB. IN 2021 WE FACILITATED 10 RESEARCH PROJECTS IN MULTIPLE MYELOMA AND PUBLISHED AN INTRODUCTORY PAPER ABOUT HEALTHTREE CURE HUB IN THE JOURNAL OF CLINICAL ONCOLOGY. IN THE FUTURE, HEALTHTREE CURE HUB WILL BE INTRODUCED IN AML AND OTHER BLOOD CANCERS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $3,905,199 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | Yes (true) | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 17 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 56 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 4 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 4 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RYAN MILLER | PersonNm |
| Phone | 8012109050 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2600 EXECUTIVE PARKWAY SUITE 380 | AddressLine1Txt |
| City | LEHI | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84043 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| JENNIFER AHLSTROM | |||||||
| PRESIDENT | 60.00 | Yes (X) | Yes (X) | $126,250 | $0 | $8,411 | |
| OWEN LEGARE | |||||||
| BOARD MEMBER | 1.25 | Yes (X) | $0 | $0 | $0 | ||
| TODD FOSTER | |||||||
| HT PRODUCT M | 40.00 | $170,395 | $0 | $11,310 | Yes (X) | ||
| GREGOR BROZEIT | |||||||
| ROUNDTABLE D | 40.00 | $122,833 | $0 | $11,815 | Yes (X) | ||
| JUAN PABLO CAPDEVILA PONCE DE LEON | |||||||
| CTO | 40.00 | $137,922 | $0 | $4,339 | Yes (X) | ||
| GLEN MELLA | |||||||
| BOARD MEMBER | 1.25 | Yes (X) | $0 | $0 | $0 | ||
| LORA JENSEN | |||||||
| SECRETARY/TR | 40.00 | Yes (X) | $76,842 | $0 | $0 | ||
| ADAM BLUM | |||||||
| BOARD MEMBER | 1.25 | Yes (X) | $0 | $0 | $0 | ||
| BRIAN BERTHA | |||||||
| BOARD MEMBER | 1.25 | Yes (X) | $0 | $0 | $0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $634,242 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $35,875 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Info In Schedule O Part VIII | Yes (X) | InfoInScheduleOPartVIIIInd |
| Fundraising | $88,000 | FundraisingAmt |
| Government Grants | $255,902 | GovernmentGrantsAmt |
| All Other Contributions | $3,838,018 | AllOtherContributionsAmt |
| Total Contributions | $4,181,920 | TotalContributionsAmt |
| Contri Rpt Fundraising Event | $88,000 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $42,702 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$42,702 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MYELOMA CD QUAL SPONSRSHP INC | Desc |
| Business | 812900 | BusinessCd |
| Total Revenue Column | $793,511 | TotalRevenueColumnAmt |
| Exclusion | $793,511 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $793,511 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,932,729 | TotalRevenueColumnAmt |
| Exclusion | $793,511 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,930 | TotalAmt |
| Program Services | $42,930 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $203,092 | TotalAmt |
| Program Services | $126,250 | ProgramServicesAmt |
| Management And General | $76,842 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,670,813 | TotalAmt |
| Program Services | $1,607,471 | ProgramServicesAmt |
| Management And General | $46,077 | ManagementAndGeneralAmt |
| Fundraising | $17,265 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,274 | TotalAmt |
| Program Services | $83,459 | ProgramServicesAmt |
| Management And General | $815 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $141,644 | TotalAmt |
| Program Services | $131,475 | ProgramServicesAmt |
| Management And General | $8,592 | ManagementAndGeneralAmt |
| Fundraising | $1,577 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,357 | TotalAmt |
| Program Services | $5,032 | ProgramServicesAmt |
| Management And General | $46,325 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,997 | TotalAmt |
| Management And General | $78,997 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $962,974 | TotalAmt |
| Program Services | $885,585 | ProgramServicesAmt |
| Management And General | $68,511 | ManagementAndGeneralAmt |
| Fundraising | $8,878 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $201,824 | TotalAmt |
| Program Services | $201,328 | ProgramServicesAmt |
| Management And General | $496 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $288,336 | TotalAmt |
| Program Services | $171,346 | ProgramServicesAmt |
| Management And General | $116,990 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,551 | TotalAmt |
| Program Services | $4,551 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,553 | TotalAmt |
| Program Services | $70,698 | ProgramServicesAmt |
| Management And General | $7,855 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,561 | TotalAmt |
| Program Services | $34,301 | ProgramServicesAmt |
| Management And General | $3,260 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $472,363 | TotalAmt |
| Program Services | $472,363 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,726 | TotalAmt |
| Management And General | $8,726 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,590 | TotalAmt |
| Program Services | $10,431 | ProgramServicesAmt |
| Management And General | $1,159 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| DUES AND SUB | $27,744 | $24,970 | $2,774 |
| RESEARCH | $20,628 | $20,628 | |
| FITNESS CHALLENGE | $11,753 | $11,753 | |
| NON-FUNDRAISING EVENTS | $628 | $628 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,400,338 | TotalAmt |
| Program Services | $3,905,199 | ProgramServicesAmt |
| Management And General | $467,419 | ManagementAndGeneralAmt |
| Fundraising | $27,720 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,027,221 | BOYAmt |
| EOY | $2,945,929 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,000 | BOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $144,193 | BOYAmt |
| EOY | $308,668 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $80,037 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $31,934 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,297 | BOYAmt |
| EOY | $48,103 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $11,948 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,281,711 | BOYAmt |
| EOY | $3,314,648 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,241 | BOYAmt |
| EOY | $111,069 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $198,310 | BOYAmt |
| EOY | $629,290 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $233,551 | BOYAmt |
| EOY | $740,359 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,071,564 | BOYAmt |
| EOY | $1,872,278 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $976,596 | BOYAmt |
| EOY | $702,011 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,048,160 | BOYAmt |
| EOY | $2,574,289 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,281,711 | BOYAmt |
| EOY | $3,314,648 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $532,391 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | -$6,262 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | false | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $982,751 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,231,200 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,860,475 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,711,805 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,181,920 | CurrentTaxYearAmt |
| Total | $12,968,151 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $982,751 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,231,200 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,860,475 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,711,805 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,181,920 | CurrentTaxYearAmt |
| Total | $12,968,151 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $7,120,676 | SubstantialContributorsTotAmt |
| Public Support Total170 | $5,847,475 | PublicSupportTotal170Amt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $536,961 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $793,511 | CurrentTaxYearAmt |
| Total | $1,330,472 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $14,298,623 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $100,965 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.40900 | PublicSupportCY170Pct |
| Public Support PY170 | 0.44890 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINE 10 | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME 536,961 | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $75,550 | OtherCostOrOtherBasisAmt |
| Depreciation | $27,447 | DepreciationAmt |
| Book Value | $48,103 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,487 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,487 | DepreciationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $48,103 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED REVENUE | $576,000 |
| PAYROLL LIABILITIES | $53,290 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $629,290 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $4,975,432 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | $42,703 | OtherRevenueAmt |
| Revenue Not Reported | $42,703 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,932,729 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $4,932,729 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,449,303 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $48,965 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $48,965 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,400,338 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $4,400,338 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 4, PART XI, LINE 2D | FUNDRAISING EVENT EXPENSES 42,703 |
| SCHEDULE D, PAGE 4, PART XII, LINE 2D | FUNDRAISING EVENT EXPENSES 42,703 BOOK / TAX DEPRECIATION DIFFERENCE 6,262 |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | MUSCLES FOR MYE | Event1Nm |
| Gross Receipts Event1 | $88,000 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $88,000 | CharitableContriEvent1Amt |
| Non Cash Prizes Event1 | $4,031 | NonCashPrizesEvent1Amt |
| Food And Beverage Event1 | $721 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $37,950 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $88,000 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $88,000 | CharitableContributionsTotAmt |
| Non Cash Prizes Total Events | $4,031 | NonCashPrizesTotalEventsAmt |
| Food And Beverage Total Events | $721 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $37,950 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $42,702 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$42,702 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF ARKANSAS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4301 WEST MARKHAM STREET LOT 716 | AddressLine1Txt |
| City | LITTLE ROCK | CityNm |
| State Abbreviation | AR | StateAbbreviationCd |
| ZIP | 72205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 716056774 | RecipientEIN |
| IRC Section | 501C3 | IRCSectionDesc |
| Cash Grant | $40,000 | CashGrantAmt |
| Purpose Of Grant | MYELOMA RESEARCH | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TODD FOSTER | PersonNm |
| Title | HT PRODUCT MANAGER | TitleTxt |
| Base Compensation Filing Org | $169,395 | BaseCompensationFilingOrgAmt |
| Bonus Filing Organization | $1,000 | BonusFilingOrganizationAmount |
| Nontaxable Benefits Filing Org | $11,310 | NontaxableBenefitsFilingOrgAmt |
| Total Compensation Filing Org | $181,705 | TotalCompensationFilingOrgAmt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| ISOTALENT LLC | |||
| 27.13%CNTRL ENT | $19,174 | RECRUITING SERVICES | false |
| ISOTALENT INC | |||
| 27.13%CNTRL ENT | $13,859 | RECRUITING SERVICES | false |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 2, PART III, LINE 4A | PATIENT ADVOCACY AND EDUCATION HEALTHTREE FOUNDATION HAS A DEEP SET OF RICH PROGRAMS AND RESOURCES TO PROVIDE ADVOCACY AND EDUCATION FOR BLOOD CANCER PATIENTS. WE UNDERSTAND THAT HAVING AND LIVING WITH A DISEASE REQUIRES DISEASE-SPECIFIC SUPPORT TO MAKE IT TRULY USEFUL. OUR PROGRAMS FOR PATIENT ADVOCACY AND EDUCATION IN MULTIPLE MYELOMA AND AML INCLUDE: HEALTHTREE COMMUNITY: A NEWS WEBSITE IN PATIENT-FRIENDLY LANGUAGE, A SPECIALIST DIRECTORY, A JOURNALING FEATURE, REGULAR WEBINAR EVENTS WITH MEDICAL EXPERTS IN TOPIC- BASED OR GEOGRAPHIC CHAPTERS, AND AN UPCOMING SOCIAL MEDIA NETWORK FOR A COMPREHENSIVE PATIENT COMMUNITY EXPERIENCE. HEALTHTREE UNIVERSITY: AN ONLINE, ANIMATED VIDEO CURRICULUM WITH DOZENS OF COURSES AND OF HUNDREDS OF LESSONS TAUGHT BY MYELOMA AND AML EXPERTS. HTU IS ONE OF OUR MOST POPULAR PROGRAMS AND CAN HELP A NEWLY DIAGNOSED PATIENT GET UP-TO-SPEED ON EVERYTHING INCLUDING BASICS, HOW TO BUILD AND NAVIGATE YOUR HEALTHCARE TEAM, GENETICS, UNDERSTANDING LABS, "KNOW YOUR THERAPY- AND COMPLEX TOPICS LIKE TREATMENT CHOICES. HEALTHTREE ROUND TABLES: LIVE OR ONLINE MEETINGS WITH A PANEL OF MULTIPLE MYELOMA AND AML EXPERTS WHO COVER TOPICS RANGING FROM NEWLY DIAGNOSED TESTING TO DECISION-MAKING AT RELAPSE. HEALTHTREE PODCAST: AN HOUR-LONG PODCAST INTERVIEWING MULTIPLE MYELOMA AND AML EXPERTS WITH A FOCUS ON CLINICAL TRIALS SO PATIENTS UNDERSTAND WHAT THE CLINICAL TRIALS ARE HOPING TO ACCOMPLISH AND WHY AND HOW PATIENTS SHOULD JOIN. HEALTHTREE COACH: HEALTHTREE COACHES ARE EXPERIENCED PATIENTS OR CAREGIVERS WHO VOLUNTEER THEIR TIME TO SUPPORT PATIENTS IN NAVIGATING THEIR CARE. MYELOMA PATIENTS CAN CHOOSE FROM OVER 200 COACHES TO OBTAIN TEMPORARY OR LONG-TERM SUPPORT WITH ONE-ON-ONE HELP. HEALTHTREE MOVES: WE PROVIDE AN IPHONE OR ANDROID PHONE APP CALLED HEALTHTREE MOVES TO FACILITATE GROUP FITNESS CHALLENGES AS WELL AS A 5K AND 1 MILE RACE SERIES TO PROVIDE A FUN FITNESS ENVIRONMENT THAT BUILDS AND ENGAGE THE PATIENT COMMUNITY. HEALTHTREE REACH: WE AIM TO REACH ALL MULTIPLE MYELOMA PATIENTS AND PROVIDE TAILORED SERVICES TO SPANISH-SPEAKING, BLACK, RURAL AND OTHER PATIENTS WITH UNIQUE NEEDS. ADDITIONAL BLOOD CANCERS WILL BE SUPPORTED IN FUTURE YEARS. |
| FORM 990, PAGE 2, PART III, LINE 4B | HEALTHTREE RESEARCH IN ADDITION TO SUPPORTING PATIENTS THROUGH OUR ADVOCACY AND EDUCATION EFFORTS, HEALTHTREE FOUNDATION IS RELENTLESS IN MOVING US CLOSER TO A MYELOMA AND AML CURE. WE BUILT A UNIQUE PATIENT DATA PORTAL CALLED HEALTHTREE CURE HUB THAT NOT ONLY SUPPORTS PATIENTS IN NAVIGATING THEIR DISEASE, IT CAN ALSO FACILITATE INVESTIGATOR-LED RESEARCH TO HELP THEM COME TO FASTER CONCLUSIONS USING REAL WORLD EVIDENCE. HEALTHTREE CLINICAL TRIAL FINDER: AN EASIER WAY TO FIND AND JOIN A MULTIPLE MYELOMA OR AML CLINICAL TRIAL. WITH ADVANCED FILTERING, FINDING CLINICAL TRIALS FOR A SPECIFIC TARGET, PATIENTS TYPE, GENETIC TYPE OR LOCATION IS SIGNIFICANTLY EASIER. WHEN PATIENTS JOIN CLINICAL TRIALS IN GREATER NUMBERS, THEY CAN HELP ACCELERATE FASTER CURES. HEALTHTREE CURE HUB: A PATIENT DATA PORTAL WHERE PATIENTS CAN LINK AND AGGREGATE THEIR MEDICAL RECORDS IN ORDER TO RECEIVE HELP NAVIGATING THEIR DISEASE (LAB TRACKING, TREATMENT TRACKING, FINDING A "TWIN- AND VIEWING SIDE EFFECT SOLUTIONS). PATIENTS CAN ALSO BECOME PART OF THE CURE BY CONTRIBUTING TO RESEARCH THROUGH SURVEYS OR STUDIES. PATIENT PARTICIPATION HELPS US USE REAL WORLD EVIDENCE TO ACCELERATE RESEARCHER PROJECTS AND PROVIDES INVESTIGATORS ACCESS TO ANONYMIZED DATA FOR FREE, SAVING THEM YEARS AND HUNDREDS OF THOUSANDS OF DOLLARS TO FACILITATE THEIR WORK. TO DATE, OVER 10,500 MYELOMA PATIENTS HAVE JOINED HEALTHTREE CURE HUB. IN 2021 WE FACILITATED 10 RESEARCH PROJECTS IN MULTIPLE MYELOMA AND PUBLISHED AN INTRODUCTORY PAPER ABOUT HEALTHTREE CURE HUB IN THE JOURNAL OF CLINICAL ONCOLOGY. IN THE FUTURE, HEALTHTREE CURE HUB WILL BE INTRODUCED IN AML AND OTHER BLOOD CANCERS. |
| FORM 990, PAGE 6, PART VI, LINE 11B | A COPY OF THE RETURN IS PROVIDED TO BOARD MEMBERS VIA EMAIL. |
| FORM 990, PAGE 6, PART VI, LINE 12C | COVERED ANNUALLY VIA BOARD MEETINGS. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE COMPENSATION COMMITTEE FOLLOWS THE REBUTTABLE PRESUMPTION OF REASONABLENESS PROCEDURE DESCRIBED IN IRS REGULATIONS SECTION 53.4958-6(C) WHEN SETTING COMPENSATION FOR THE POSITION OF PRESIDENT/CEO AND UTILIZES COMPARABLE NON-PROFIT SALARY DATA FOR ESTABLISHING COMPENSATION LEVELS. |
| FORM 990, PAGE 6, PART VI, LINE 19 | HEALTHTREE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART VIII | PART VIII, LINE 8C - THE NET LOSS FROM FUNDRAISING EVENTS REPORTED ON LINE 8C DOES NOT INCORPORATE THE CONTRIBUTION REVENUE FROM ALL FUNDRAISER GROSS RECEIPTS. THE CONTRIBUTION REVENUE IS REPORTED ON LINE 1C AND ON LINE 8A. THE NET ECONOMIC OUTCOME OF HEALTHTREE FOUNDATION'S 2021 FUNDRAISERS: GROSS RECEIPTS FROM EVENTS 88,000 LESS: CASH EXPENSES OF EVENTS (42,702) NET ECONOMIC BENEFIT FROM FUNDRAISERS 45,298 |
| FORM 990, PART IX, LINE 11G | PROFESSIONAL FEES-PATIENT ED 797,755 62,772 7,825 PAYROLL FEES 87,830 5,739 1,053 TOTAL 885,585 68,511 8,878 |
| FORM 990, PART XI, LINE 9 | FUNDRAISING EVENT EXPENSES 42,703 FUNDRAISING EVENT EXPENSES -42,703 BOOK / TAX DEPRECIATION DIFFERENCE -6,262 TOTAL -6,262 |
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