2022-11-15T19:01:47-05:00 2021-12-31 870343246 SQUIRE & COMPANY PC 215 S STATE ST STE 850 SALT LAKE CITY UT 841112380 990 2021-01-01 455354811 HEALTHTREE FOUNDATION INC CROW 8007091113 2600 WEST EXECUTIVE PKWY SUITE 380 LEHI UT 84043 JENNIFER AHLSTROM PRESIDENT 8019491034 2022-11-14 true JENNIFER AHLSTROM 999009999 GREGORY O HYDE CPA P00641196 8015330409 2022-11-15 2021 2022-09-23 18:48:47Z X X JENNIFER AHLSTROM 2600 WEST EXECUTIVE PKWY SUITE 380 LEHI UT 84043 4975431 false X WWW.HEALTHTREE.ORG X 2012 DE 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. 4 4 56 200 0 3711805 4181920 2000 0 0 495882 750809 4209687 4932729 124148 42930 0 1599771 2099823 0 27720 1592059 2257585 3315978 4400338 893709 532391 2281711 3314648 233551 740359 2048160 2574289 X 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. false false 3865199 2930 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. 40000 40000 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. 3905199 true true false false false false false false false false true false false false true false true false false true false false false false true false false true false true false false false false false false true false false false false false false false false false false true 17 0 56 true false false false false false false false false false false false false false false X 4 4 false false false false false false false true true false false true true true true false false true false false X RYAN MILLER 8012109050 2600 EXECUTIVE PARKWAY SUITE 380 LEHI UT 84043 JENNIFER AHLSTROM PRESIDENT 60.00 X X 126250 0 8411 OWEN LEGARE BOARD MEMBER 1.25 X 0 0 0 TODD FOSTER HT PRODUCT M 40.00 X 170395 0 11310 GREGOR BROZEIT ROUNDTABLE D 40.00 X 122833 0 11815 JUAN PABLO CAPDEVILA PONCE DE LEON CTO 40.00 X 137922 0 4339 GLEN MELLA BOARD MEMBER 1.25 X 0 0 0 LORA JENSEN SECRETARY/TR 40.00 X 76842 0 0 ADAM BLUM BOARD MEMBER 1.25 X 0 0 0 BRIAN BERTHA BOARD MEMBER 1.25 X 0 0 0 634242 35875 4 false true false X 88000 255902 3838018 4181920 88000 42702 -42702 MYELOMA CD QUAL SPONSRSHP INC 812900 793511 793511 793511 4932729 793511 X 42930 42930 203092 126250 76842 1670813 1607471 46077 17265 84274 83459 815 141644 131475 8592 1577 51357 5032 46325 78997 78997 962974 885585 68511 8878 201824 201328 496 288336 171346 116990 4551 4551 78553 70698 7855 37561 34301 3260 472363 472363 8726 8726 11590 10431 1159 DUES AND SUB 27744 24970 2774 RESEARCH 20628 20628 FITNESS CHALLENGE 11753 11753 NON-FUNDRAISING EVENTS 628 628 4400338 3905199 467419 27720 2027221 2945929 100000 144193 308668 80037 31934 10297 48103 11948 2281711 3314648 35241 111069 198310 629290 233551 740359 X 1071564 1872278 976596 702011 2048160 2574289 2281711 3314648 X 532391 -6262 X false true X false false X 982751 1231200 2860475 3711805 4181920 12968151 982751 1231200 2860475 3711805 4181920 12968151 7120676 5847475 536961 793511 1330472 14298623 100965 0.40900 0.44890 X PART II, LINE 10 OTHER INCOME 536,961 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 75550 27447 48103 4487 4487 48103 DEFERRED REVENUE 576000 PAYROLL LIABILITIES 53290 629290 4975432 42703 42703 4932729 4932729 4449303 48965 48965 4400338 4400338 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 MUSCLES FOR MYE 88000 88000 4031 721 37950 88000 88000 4031 721 37950 42702 -42702 true UNIVERSITY OF ARKANSAS 4301 WEST MARKHAM STREET LOT 716 LITTLE ROCK AR 72205 716056774 501C3 40000 MYELOMA RESEARCH 1 X X X false false false false false false false false false TODD FOSTER HT PRODUCT MANAGER 169395 1000 11310 181705 ISOTALENT LLC 27.13%CNTRL ENT 19174 RECRUITING SERVICES false ISOTALENT INC 27.13%CNTRL ENT 13859 RECRUITING SERVICES false 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