2019-01-09T13:59:48-06:00 2018-06-30 460952065 SHAW & CO PC 1564 SOUTH 500 WEST SUITE 201 BOUNTIFUL UT 840107400 990 2017-07-01 205776861 THE CHOLANGIOCARCINOMA FOUNDATION CHOL 8889366731 5526 WEST 13400 SOUTH STE 510 HERRIMAN UT 84096 STACIE LINDSEY PRESIDENT 8019990455 2018-11-30 true SHALAUN T HOWELL CPA P00969274 8012943155 2019-01-09 50.243.4.137 2019-01-09 13:59:48 CS P F2DFC9C2BBEC3FEB05A5C98B3B58927C64AFF877 B99BEC7BAD97C2571CA920651A847A022F506BEA 2017 2019-02-21 02:37:17Z STACIE LINDSEY 5965 W FRAGRANT LANE HERRIMAN UT 84096 1556385 false X WWW.CHOLANGIOCARCINOMA.ORG X 2006 UT TO FIND A CURE FOR AND IMPROVE THE QUALITY OF LIFE OF THOSE AFFECTED BY CHOLANGIOCARCINOMA. 8 7 7 376 0 337479 1526930 1431 0 27 -289 680 338937 1527321 25500 400454 0 157956 361829 0 110093 289495 526779 472951 1289062 -134014 238259 244710 699116 50718 266865 193992 432251 X TO FIND A CURE FOR AND IMPROVE THE QUALITY OF LIFE OF THOSE AFFECTED BY CHOLANGIOCARCINOMA. false false 477430 400454 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, 2018, THE ORGANIZATION AWARDED THE FOLLOWING RESEARCH GRANTS: -RESEARCH FELLOWSHIP AWARDS (FOUR) TO YOUNG INVESTIGATORS TO RAISE AWARENESS ABOUT CHOLANGIOCARCINOMA AND INSPIRE INNOVATIVE, QUALITY RESEARCH. CONTINUED ON SCHEDULE O -ASCO CONQUER CANCER YOUNG INVESTIGATOR AWARD TO PROVIDE FUNDING TO A PROMISING EARLY CAREER INVESTIGATOR DURING THE TRANSITION FROM A FELLOWSHIP PROGRAM TO A FACULTY APPOINTMENT. THIS AWARD WAS FUNDED IN COLLABORATION WITH THREE OF THE ORGANIZATION'S NOT-FOR-PROFIT PARTNERS. THIS MODEL OF FUNDING IS A FIRST FOR CONQUER CANCER. -MAYO CLINIC FOR THE INTERNATIONAL CHOLANGIOCARCINOMA RESEARCH NETWORK BIOREPOSITORY (ICRN) TO DEVELOP A NETWORK OF COLLABORATING INSTITUTIONS POOLING INFORMATION FOR STUDIES ON THE RISKS AND OUTCOMES OF CHOLANGIOCARCINOMA. -MD ANDERSON CANCER CENTER TO HELP SCIENTISTS UNCOVER ASSOCIATIONS BETWEEN INDIVIDUALS AND DISORDERS THAT ARE PASSED FROM ONE GENERATION TO THE NEXT. -UCL GENOMICS TO ACCELERATE RESEARCH THROUGH THE POWER OF COMBINING LARGE AMOUNTS OF DATA ABOUT GENETIC VARIATIONS. 566762 680 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, WEBSITE, AND BOOK, 100 QUESTIONS AND ANSWERS ABOUT CHOLANGIOCARCINOMA. THE ORGANIZATION ALSO PROVIDES DISEASE EDUCATION, EMOTIONAL SUPPORT, AND A MULTITUDE OF RESOURCES THROUGH A DISCUSSION BOARD, SOCIAL MEDIA SITES, AND RESPONSES TO DAILY CALLS AND EMAILS. CONTINUED ON SCHEDULE O THROUGH INITIATIVES SUCH AS THE PATIENT REGISTRY, ACTION ALERTS, AND THE BILIARY INFORMATION CARD, PATIENTS AND THEIR CAREGIVERS ARE GIVEN THE OPPORTUNITY TO PARTICIPATE IN RESEARCH EFFORTS WHILE BEING EMPOWERED TO TAKE PART IN THEIR OWN HEALTHCARE. THE ORGANIZATION ALSO PARTNERS WITH SIMILAR ORGANIZATIONS TO SPREAD AWARENESS ABOUT THE CHALLENGES FACED BY THE RARE DISEASE COMMUNITY. 1044192 true true false false false false false false false false true false false false true true true false false false false 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 4 0 7 true false false false false false false false false false false X 8 7 false false false false false false false true true false false true true true true true true true true false AL AR CA CO CT FL GA HI KS KY LA MA MD ME MI MN MS NC ND NH NJ NM NV NY OH OK OR PA RI SC TN TX UT VA WI WV X X X STACIE LINDSEY 8889366731 5965 W FRAGRANT LANE HERRIMAN UT 84096 STACIE LINDSEY PRESIDENT 40.00 X X 46638 0 0 BRUCE COPPOCK VICE PRESIDE 3.00 X X 0 0 0 BARBARA DUPONT SECRETARY 2.50 X X 0 0 0 LAWRENCE A GOODFIELD JR TREASURER 0.00 X X 0 0 0 ROSS GREEN BOARD MEMBER 1.50 X 0 0 0 PATRICIA MAXIN BOARD MEMBER 7.00 X 0 0 0 JASON SCOTT CHAIR 2.00 X X 0 0 0 SEAN TURBEVILLE BOARD MEMBER 0.00 X 0 0 0 DANIEL BLUM TREASURER 2.00 X X 0 0 0 SARA HINKLEY BOARD MEMBER 1.50 X 0 0 0 DONNA MAYER EXECUTIVE DI 40.00 X 88659 0 0 135297 false false false 1526930 30944 1526930 599 599 24358 23835 1411 523 -1411 -888 -1411 523 4498 3818 680 680 1527321 -731 1122 340654 340654 59800 59800 134863 90692 26385 17786 199587 108827 24324 66436 27379 16333 4151 6895 1298 1298 17280 17280 23568 7185 16383 3473 2778 695 24520 20738 1488 2294 81858 53518 16041 12299 33634 29753 3881 186363 186363 7916 7916 1718 1024 261 433 1851 1851 MEALS & CATERING 118143 118143 BANK FEES 13840 13840 DUES & MEMBERSHIP 5192 1937 3255 MISCELLANEOUS 4572 4572 1553 468 1085 1289062 1044192 134777 110093 170410 466952 56522 84238 125000 2531 3634 4531 9009 10396 9088 3620 5135 5468 244710 699116 20997 32288 200000 29721 34577 50718 266865 X 193992 304751 127500 193992 432251 244710 699116 238259 X false true X true false X 555393 834567 842813 337479 1526930 4097182 555393 834567 842813 337479 1526930 4097182 456098 3641084 88 127 117 27 599 958 4098140 5929 0.88850 0.83300 X 9088 3620 5468 5468 CREDIT CARD PAYABLE 34577 34577 X 1530883 3818 3818 1527065 256 256 1527321 1292624 3818 3818 1288806 256 256 1289062 SCHEDULE D, PAGE 3, PART X THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C) (3) OF THE INTERNAL REVENUE CODE AND THEREFORE HAS MADE NO PROVISION FOR FEDERAL INCOME TAXES IN THE ACCOMPANYING FINANCIAL STATEMENTS. IN ADDITION, THE ORGANIZATION HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE A "PRIVATE FOUNDATION" WITHIN THE MEANING OF SECTION 509 (A) OF THE INTERNAL REVENUE CODE. THERE WAS NO UNRELATED BUSINESS INCOME FOR THE YEAR ENDED JUNE 30, 2018. THE ORGANIZATION'S FORMS 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, FOR THE YEAR ENDING JUNE 30, 2018, THE SIX MONTHS ENDING JUNE 30, 2017, AND THE YEARS ENDING DECEMBER 31, 2016 AND 2015 ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES REQUIRE TAX EFFECTS FROM AN UNCERTAIN TAX POSITION TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS ONLY IF THE POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED IF THE POSITION WERE TO BE CHALLENGED BY A TAXING AUTHORITY. THE ASSESSMENT OF THE TAX POSITION IS BASED SOLELY ON THE TECHNICAL MERITS OF THE POSITION, WITHOUT REGARD TO THE LIKELIHOOD THAT THE TAX POSITION MAY BE CHALLENGED. IF AN UNCERTAIN TAX POSITION MEETS THE MORE-LIKELY-THAN-NOT THRESHOLD, THE LARGEST AMOUNT OF TAX BENEFIT THAT IS GREATER THAN 50% LIKELY TO BE RECOGNIZED UPON ULTIMATE SETTLEMENT WITH THE TAXING AUTHORITY IS RECORDED. THE ORGANIZATION'S PRIMARY TAX POSITIONS RELATE TO ITS STATUS AS A NOT-FOR-PROFIT ENTITY EXEMPT FROM INCOME TAXES AND CLASSIFICATION OF ACTIVITIES RELATED TO ITS EXEMPT PURPOSE. MANAGEMENT HAS EVALUATED THE TAX POSITIONS REFLECTED IN THE ORGANIZATION'S TAX FILINGS AND DOES NOT BELIEVE THAT ANY MATERIAL UNCERTAIN TAX POSITIONS EXIST. SCHEDULE D, PAGE 4, PART XI, LINE 2D COST OF GOODS SOLD 3,818 SCHEDULE D, PAGE 4, PART XI, LINE 4B GRANTS RETURNED 256 SCHEDULE D, PAGE 4, PART XII, LINE 2D COST OF GOODS SOLD 3,818 SCHEDULE D, PAGE 4, PART XII, LINE 4B GRANTS RETURNED 256 CANCER RESEARCH 50000 CHECK ICRN BIOREPOSITORY 9800 WIRE 2 false false false false false false SCHEDULE F, 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. true REGENTS OF UNIVERSITY OF CALIFORNIA 1855 FOLSOM STREET STE 425 SAN FRANSISCO CA 941430897 943067788 501C3 50000 CANCER RESEARCH PROVIDENCE PORTLAND MEDICAL CENTER 4805 NE GLISAN STREET 2N35 PORTLAND OR 97213 930386906 501C3 50000 CANCER RESEARCH MD ANDERSON CANCER CENTER PO BOX 4486 HOUSTON TX 772104486 746001118 GOV 15245 CANCER RESEARCH MAYO CLINIC PO BOX 860334 MINNEAPOLIS MN 554860334 416011702 501C3 17200 ICRN BIOREPOSITORY MASS GENERAL HOSPITAL PO BOX 414876 BOSTON MA 02241 041564655 501C3 100000 CANCER RESEARCH FRED HUTCHINSON CANCER RESEARCH CEN PO BOX 19024 MAIL STOP J6-330 SEATTLE WA 981091024 237156071 501C3 50000 CANCER RESEARCH DANA-FARBER CANCER INSTITUTE 450 BROOKLINE AVENUE BP411 BOSTON MA 022155450 042263040 501C3 50000 CANCER RESEARCH CONQUER CANCER 2318 MILL ROAD STE 800 ALEXANDRIA VA 22314 311667995 501C3 8209 CANCER RESEARCH 7 1 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 1 23855 QUOTED PRICE WHEN DONATED X SUPPLIES 4 7089 ESTIMATED FMV false false false SCHEDULE M, PAGE 2, PART II THE ORGANIZATION IS REPORTING THE TOTAL NUMBER OF DONATIONS RECEIVED ON SCHEDULE M. FORM 990 EFFECTIVE JANUARY 1, 2017, THE ORGANIZATION CHANGED ITS YEAR END FOR FINANCIAL ACCOUNTING AND TAX PURPOSES FROM A CALENDAR YEAR TO A FISCAL YEAR, ENDING JUNE 30. DUE TO THIS CHANGE, THE ORGANIZATION'S PRIOR 990 COVERED A SIX-MONTH PERIOD FROM JANUARY 1, 2017 TO JUNE 30, 2017. THE CURRENT YEAR 990 COVERS A 12 MONTH PERIOD FROM JULY 1, 2017 THROUGH JUNE 30, 2018. FORM 990, PAGE 2, PART III, LINE 4A -ASCO CONQUER CANCER YOUNG INVESTIGATOR AWARD TO PROVIDE FUNDING TO A PROMISING EARLY CAREER INVESTIGATOR DURING THE TRANSITION FROM A FELLOWSHIP PROGRAM TO A FACULTY APPOINTMENT. THIS AWARD WAS FUNDED IN COLLABORATION WITH THREE OF THE ORGANIZATION'S NOT-FOR-PROFIT PARTNERS. THIS MODEL OF FUNDING IS A FIRST FOR CONQUER CANCER. -MAYO CLINIC FOR THE INTERNATIONAL CHOLANGIOCARCINOMA RESEARCH NETWORK BIOREPOSITORY (ICRN) TO DEVELOP A NETWORK OF COLLABORATING INSTITUTIONS POOLING INFORMATION FOR STUDIES ON THE RISKS AND OUTCOMES OF CHOLANGIOCARCINOMA. -MD ANDERSON CANCER CENTER TO HELP SCIENTISTS UNCOVER ASSOCIATIONS BETWEEN INDIVIDUALS AND DISORDERS THAT ARE PASSED FROM ONE GENERATION TO THE NEXT. -UCL GENOMICS TO ACCELERATE RESEARCH THROUGH THE POWER OF COMBINING LARGE AMOUNTS OF DATA ABOUT GENETIC VARIATIONS. FORM 990, PAGE 2, PART III, LINE 4B THROUGH INITIATIVES SUCH AS THE PATIENT REGISTRY, ACTION ALERTS, AND THE BILIARY INFORMATION CARD, PATIENTS AND THEIR CAREGIVERS ARE GIVEN THE OPPORTUNITY TO PARTICIPATE IN RESEARCH EFFORTS WHILE BEING EMPOWERED TO TAKE PART IN THEIR OWN HEALTHCARE. THE ORGANIZATION ALSO PARTNERS WITH SIMILAR 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, EXECUTIVE DIRECTOR, AND BOARD PRESIDENT 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 EXECUTIVE DIRECTOR AND BOARD PRESIDENT. 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 EXECUTIVE DIRECTOR AND BOARD PRESIDENT IS CONTEMPORANEOUSLY DOCUMENTED. FORM 990, PAGE 6, PART VI, LINE 15B COMPENSATION FOR OTHER OFFICERS IS DETERMINED BY INDIVIDUALS INDEPENDENT OF THE OTHER OFFICERS. 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 OTHER OFFICERS IS CONTEMPORANEOUSLY DOCUMENTED. FORM 990, PAGE 6, PART VI, LINE 17 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, TEXAS, UTAH, VIRGINIA, 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 XI, LINE 9 COST OF GOODS SOLD 3,818 GRANTS RETURNED -256 COST OF GOODS SOLD -3,818 GRANTS RETURNED 256