2025-01-31T13:01:20-05:00 2024-06-30 460952065 BOUNTIFUL PEAK ADVISORS 1564 SOUTH 500 WEST SUITE 201 BOUNTIFUL UT 840107400 990 2023-07-01 205776861 THE CHOLANGIOCARCINOMA FOUNDATION CHOL 8889366731 5526 WEST 13400 SOUTH STE 510 SALT LAKE CITY UT 84096 LILY ZHANG CFO 8019990455 2025-01-31 true true SHALAUN T HOWELL CPA P00969274 8012943155 2025-01-31 2023 2025-03-06 01:10:19Z STACIE LINDSEY 5526 WEST 13400 SOUTH STE 510 SALT LAKE CITY UT 84096 7469809 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. 11 10 32 182 0 4884253 6140280 58825 640676 88227 168916 51345 -31246 5082650 6918626 998026 1012601 0 2097558 2998050 0 1165473 2170443 2227273 5266027 6237924 -183377 680702 4624165 5980953 993414 1498168 3630751 4482785 THE ORGANIZATION'S MISSION IS TO FIND A CURE AND IMPROVE THE QUALITY OF LIFE FOR CHOLANGIOCARCINOMA PATIENTS. false false 1547482 1012101 RESEARCH THE ORGANIZATION FOUNDED AND PARTICIPATES IN THE INTERNATIONAL CHOLANGIOCARCINOMA RESEARCH NETWORK, A GLOBAL COLLABORATION OF RESEARCH GROUPS FROM INSTITUTIONS WORKING IN CONCERT TO IMPROVE KNOWLEDGE ABOUT CHOLANGIOCARCINOMA ETIOLOGY, PREVENTION, EARLY DETECTION, TREATMENT, AND PROGNOSIS. THE NETWORK INCLUDES TRAINED EXPERTS FROM VARIOUS DISCIPLINES, PERSPECTIVES, AND RESEARCH METHODS WHO SHARE A PASSION FOR MAKING SIGNIFICANT SCIENTIFIC ADVANCES TO IMPROVE OUTCOMES FOR PATIENTS WITH CHOLANGIOCARCINOMA. THE ORGANIZATION PIONEERED AND MAINTAINS A ROBUST PROGRAM TO SUPPORT INNOVATIVE SCIENTIFIC DISCOVERY THROUGH A RESEARCH FELLOWSHIP PROGRAM WITH ANNUAL AWARDS PROVIDED TO QUALIFIED RESEARCHERS. 3108755 500 640676 PATIENT SUPPORT THE ORGANIZATION OPERATES GLOBALLY WITH THE MISSION OF FINDING A CURE FOR CHOLANGIOCARCINOMA (BILE DUCT CANCER)AND IMPROVING THE QUALITY OF LIFE FOR PATIENTS. IT PURSUES INNOVATIVE METHODOLOGIES, TECHNOLOGIES, AND PARTNERSHIPS TO DRIVE EDUCATION, SUPPORT PROGRAMS, RESEARCH, AND FUNDING STRATEGIES. THE FOUNDATION SUPPORTS PATIENTS AND THEIR CAREGIVERS BY CONNECTING THEM TO RESOURCES, MENTORS, SUPPORT GROUPS, AND INFORMATIONAL WEBINARS. THE ORGANIZATION PROVIDES INFORMATION TO EQUIP PATIENTS AND THEIR CAREGIVERS TO NAVIGATE THEIR TREATMENT JOURNEY ALONGSIDE THEIR HEALTHCARE PROVIDERS. 4656237 true true false false false false false false false true true false false false false true true false false false true true false false false false false true false true false false false false false false false false true false false false false false false false false true 18 0 32 true false false false false false false false false false false false false X 11 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 5526 WEST 13400 SOUTH STE 510 SALT LAKE CITY UT 84096 STACIE LINDSEY CEO/FOUNDER 40.00 X X 201774 0 8714 ALLI WARD COO 40.00 X 153214 0 7970 KOURTNEY SANCHEZ CDO 40.00 X 149512 0 12047 MELINDA BACHINI CPO 40.00 X 103192 0 4108 TERESA DELCORSO-ELLMANN CHAIR 5.00 X X 0 0 0 PATRICIA MAXIN SECRETARY 2.50 X X 0 0 0 DANIEL BLUM TREASURER 2.50 X X 0 0 0 DEAN MEYER BOARD MEMBER 5.00 X 0 0 0 ROSS GREEN BOARD MEMBER 2.50 X 0 0 0 JASON SCOTT BOARD MEMBER 2.50 X 0 0 0 JACK CALLAWAY BOARD MEMBER 2.50 X 0 0 0 LIZ WARNER BOARD MEMBER 2.50 X 0 0 0 TYLER BRIDEGAN BOARD MEMBER 2.50 X 0 0 0 COLLEEN MATHER BOARD MEMBER 2.50 X 0 0 0 607692 32839 4 false true false SODEXO 100 S WEST TEMPLE STREET SALT PALACE CONVENTION CENTER SALT LAKE CITY UT 84101 CATERING 197555 ENCORE 5100 N RIVER ROAD STE 300 SCHILLER PARK IL 60176 AUDIO VISUAL 172922 KOMODO HEALTH INC 680 FOLSOM STREET 5TH FLOOR SAN FRANSCISCO CA 94107 ANALYTICS 125000 3 6140280 494682 6140280 CONTRACT SERVICES 541900 595970 595970 REGISTRATION FEES 541900 44706 44706 640676 173128 173128 490469 494681 -4212 -4212 -4212 24656 56502 -31846 -31846 OTHER INCOME 900099 600 600 600 6918626 609430 168916 X 862601 862601 150000 150000 349124 296310 35920 16894 2257335 1362410 240696 654229 54013 32474 6041 15498 128150 81812 13494 32844 209428 133155 22241 54032 20634 3044 17590 9505 9505 4 4 632492 562064 1163 69265 94533 87846 6687 101034 74332 1124 25578 363457 230591 18367 114499 20072 14812 1534 3726 404925 366177 11267 27481 97434 82510 10286 4638 36377 23129 3863 9385 13959 7699 3136 3124 MEALS & CATERING 322753 221422 16754 84577 SUPPLIES 40569 37045 12 3512 MISCELLANEOUS 34829 14404 1777 18648 BANK FEES 19482 1440 18042 15214 12400 2814 6237924 4656237 416214 1165473 815622 346565 2520472 3488616 185575 443034 5458 21291 136131 88631 157333 239926 139355 46563 32437 92792 771137 1260098 4624165 5980953 267388 333395 726026 1104773 60000 993414 1498168 X 3275177 3464154 355574 1018631 3630751 4482785 4624165 5980953 X 680702 171332 X false true X true false X 1884975 3828259 4778024 4884253 6140280 21515791 1884975 3828259 4778024 4884253 6140280 21515791 1653110 19862681 3411 1648 1439 86464 323577 416539 21932330 1075864 0.90560 0.91130 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10256 1790 12046 10000 256 10256 1.00000 false false 63755 32825 30930 30930 X 7146456 171332 171332 6975124 4 -56502 -56498 6918626 6294422 56502 56502 6237920 4 4 6237924 SCHEDULE D, PAGE 2, PART V, LINE 4 THE ORGANIZATION'S ENDOWMENT WAS ESTABLISHED TO PROVIDE ONGOING FUNDING FOR PATIENT SUPPORT, RESEARCH, AND OTHER MISSION-BASED PROGRAMS. 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 ORGANIZATIONS FORMS 990 ARE NO LONGER SUBJECT TO TAX EXAMINATION FOR YEARS BEFORE 2020. SCHEDULE D, PAGE 4, PART XI, LINE 4B COST OF GOODS SOLD -43,437 STORE MAINTENANCE -13,065 SCHEDULE D, PAGE 4, PART XII, LINE 2D COST OF GOODS SOLD 43,437 STORE MAINTENANCE 13,065 true EUROPE GRANTMAKING CANCER RESEARCH 100000 NORTH AMERICA GRANTMAKING CANCER RESEARCH 50000 150000 150000 EUROPE CANCER RESEARCH 50000 WIRE NORTH AMERICA CANCER RESEARCH 50000 WIRE EUROPE CANCER RESEARCH 50000 WIRE 3 false false false false false false SCHEDULE F, PAGE 1, PART I, LINE 3 EUROPE 100,000 0 NORTH AMERICA 50,000 0 true MASS GENERAL HOSPITAL PO BOX 414876 BOSTON MA 02241 041564655 501C3 257545 CANCER RESEARCH MAYO CLINIC PO BOX 860334 MINNEAPOLIS MN 554860334 416011702 501C3 200000 CANCER RESEARCH MD ANDERSON CANCER CENTER PO BOX 4486 HOUSTON TX 772104486 746001118 GOV 50000 CANCER RESEARCH NATIONAL CANCER INSTITUTE 9000 ROCKVILLE PIKE BUILDING 31 BETHESDA MD 20892 522858115 GOV 50000 CANCER RESEARCH FRED HUTCHINSON 1100 FAIRVIEW AVE N PO BOX 19024 SEATTLE WA 981091024 911935159 501C3 50000 CANCER RESEARCH NIHNCI 9000 ROCKVILLE PILE BUILDING 31 BETHESDA MD 20892 522858115 GOV 65000 CANCER RESEARCH UCSF 220 MONTGOMERY ST SAN FRANCISCO CA 94104 946036493 GOV 185000 CANCER RESEARCH 7 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 X X false false false false false false false false false STACIE LINDSEY CEO/FOUNDER 185774 16000 4956 3758 210488 ALLI WARD COO 142214 11000 5605 2365 161184 KOURTNEY SANCHEZ CDO 149512 5807 6240 161559 X 5 494682 QUOTED VALUE AT DONATION 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 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 AUDIO VISUAL 202,334 0 0 HONORARIUM 3,820 0 0 OUTSIDE CONTRACT SERVICES 355,910 1,163 69,265 TOTAL 562,064 1,163 69,265 FORM 990, PART XI, LINE 9 COST OF GOODS SOLD 43,437 STORE MAINTENANCE 13,065 COST OF GOODS SOLD -43,437 STORE MAINTENANCE -13,065