2024-06-26T16:38:51-05:00 2023-12-31 HAN GROUP LLC 1020 19TH STREET NW SUITE 800 WASHINGTON DC 20036 990 2023-01-01 521609875 RESEARCHAMERICA RESE 7037392577 241 18TH STREET SOUTH 501 ARLINGTON VA 22202 MICHAEL COBURN EXECUTIVE VICE PRESIDENT & COO 7037392577 2024-06-26 1 MICHAEL COBURN 999009999 0 JENNIFER S HAN P00633304 2022937000 2024-06-26 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z MARY WOOLLEY 241 18TH STREET SOUTH 501 ARLINGTON VA 22202 7237298 0 X WWW.RESEARCHAMERICA.ORG X 1989 DC ADVOCATES FOR SCIENCE, DISCOVERY AND INNOVATION TO ACHIEVE BETTER HEALTH FOR ALL. 34 33 36 60 0 0 3958577 4421376 3584900 2373400 -115627 181717 20446 20681 7448296 6997174 37843 273796 0 0 3736649 4533207 0 0 731881 2388356 3106356 6162848 7913359 1285448 -916185 13199606 11946167 3882297 2761062 9317309 9185105 X OUR NATION DEMANDS BOLD INVESTMENTS IN SCIENCE, TECHNOLOGY, AND PUBLIC HEALTH. WITH OUR 300+ MEMBER ORGANIZATIONS, THE RESEARCH!AMERICA ALLIANCE STANDS TOGETHER TO MAKE THE CASE TO MEET HEALTH THREATS WITH ROBUST AND UNRELENTING ADVOCACY FOR RESEARCH INVESTMENT. 0 0 3231260 230000 1329250 ADVOCATING FOR SCIENCE, DISCOVERY, AND INNOVATION TO ACHIEVE BETTER HEALTH FOR ALL:FOLLOWING OUR STRATEGIC FRAMEWORK, WE WORKED TO BOOST FUNDING IN FISCAL YEAR 2023 FOR FEDERAL RESEARCH AGENCIES, INCLUDING A $2.5 BILLION INCREASE FOR THE NATIONAL INSTITUTES OF HEALTH (NIH) AND A $1 BILLION INCREASE FOR THE NATIONAL SCIENCE FOUNDATION (NSF). OUR EFFORTS HELPED BREAK THE LOGJAM PREVENTING SENATE CONFIRMATION NEW OF THE NIH DIRECTOR; FOSTERED INTERNATIONAL RESEARCH PARTNERSHIPS AND PANDEMIC PREPAREDNESS FUNDING IN SUPPORT OF U.S. AND GLOBAL HEALTH, SECURITY, AND PROSPERITY. ACTIONS TO ACCOMPLISH OUR GOALS INCLUDES 42 CONGRESSIONAL MEETINGS, 22 MEETINGS WITH EXECUTIVE BRANCH OFFICIALS AND KEY FEDERAL STAKEHOLDERS: 153 UNIQUE WRITTEN COMMUNICATIONS AND SIGN-ON LETTERS TO POLICYMAKERS, AND 43 ACTION ALERTS. TO PROVIDE OUR MEMBERS WITH ADVOCACY TOOLS, WE DEVELOPED 40 BRIEFING PAPERS AND ENGAGEMENT RESOURCES, INCLUDING UPDATED FACT SHEETS ON DISEASE THREATS AND EMERGING HEALTH TECHNOLOGIES; AN INFOGRAPHIC AND ON THE R&D PIPELINE; BAYH-DOLE ACT RESOURCES, AND NEW ADVOCACY AND COMMUNICATIONS TOOLS FOR ENGAGING POLICYMAKERS AND THE PUBLIC. WE HOSTED 53 ALLIANCE DISCUSSIONS ON AN ARRAY TO TOPICS TO HELP INFORM MEMBERS AND STAKEHOLDERS. WE ISSUED A WEEKLY NEWSLETTER FROM CEO MARY WOOLLEY PROVIDING TIMELY INFORMATION ON FEDERAL R&D POLICY AND FUNDING DEVELOPMENTS, AS WELL AS ADVOCACY OPPORTUNITIES AND TOOLS. 1180712 43796 SCIENCE OUTREACH AND CIVIC ENGAGEMENT:THE CIVIC ENGAGEMENT MICROGRANT PROGRAM IN 2023 WAS OUR 6TH YEAR EMPOWERING EARLY-CAREER SCIENCE CIVIC ENGAGEMENT THROUGH COMPETITIVE MICROGRANTS. THE PROGRAM WAS HIGHLY COMPETITIVE WITH 20 GRANTS FUNDED FROM ACROSS THE COUNTRY. WE RELEASED A REPORT, "VISUALIZING THE LANDSCAPE OF TRAINING INITIATIVES FOR SCIENTISTS IN PUBLIC ENGAGEMENT IN THE UNITED STATES," WHICH OFFERS A DETAILED OVERVIEW OF THE SCOPE OF TRAINING INITIATIVES FOR SCIENTISTS IN PUBLIC ENGAGEMENT. NOTABLY, THE REPORT INCLUDES AN INTERACTIVE DASHBOARD THAT PROVIDES A DYNAMIC WINDOW INTO THESE IMPORTANT AND DEVELOPING PROGRAMS ACROSS THE U.S. RESEARCH!AMERICA CONTINUES TO COORDINATE AND SUPPORT THE SCIENCE AND TECHNOLOGY ACTION COMMITTEE, AN INITIATIVE THAT HAS BROUGHT A DIVERSITY OF THOUGHT LEADERS TOGETHER TO MAKE THE CASE FOR A FAR BOLDER APPROACH TO BOLSTERING THE NATION'S R&D CAPACITY, INCLUDING SIGNIFICANTLY INCREASING THE PERCENTAGE OF THE GDP DEVOTED TO SCIENCE INVESTMENT. 941845 GLOBAL HEALTH R&D ADVOCACY: IN 2023, RESEARCH!AMERICA EXPANDED ITS GLOBAL HEALTH R&D ADVOCACY PROGRAM, COMPLETING THE SECOND YEAR OF A MULTI-YEAR GRANT PROJECT FUNDED BY THE BILL & MELINDA GATES FOUNDATION. THE GOAL OF THE PROJECT IS TO INCREASE UNITED STATES GOVERNMENT NON-OFFICIAL DEVELOPMENT ASSISTANCE (ODA) FUNDING FOR GLOBAL HEALTH RESEARCH & DEVELOPMENT, WITH PARTICULAR EMPHASIS ON ADVANCING INNOVATIVE CROSS-SECTOR PARTNERSHIPS AND OTHER EFFICIENCY-CREATING R&D STRATEGIES, INCLUDING PLATFORM TECHNOLOGIES AND GLOBAL CLINICAL TRIAL NETWORKS. SINCE THE NIH IS THE LARGEST FUNDER OF GLOBAL INFECTIOUS DISEASE RESEARCH IN THE WORLD AND GIVEN THAT WE ARE ALSO STRONG ADVOCATES FOR OTHER AGENCIES IN THE GLOBAL HEALTH ARENA (E.G., CDC) OUR WORK UNDER THE GRANT IS WELL INTEGRATED INTO OUR OVERALL ADVOCACY AND POLICY AGENDA. REPRESENTATIVE EFFORTS TO DATE INCLUDE PLAYING A VOCAL ROLE IN SECURING FEDERAL FUNDING FOR PANDEMIC PREPAREDNESS R&D, ASSURING THAT THE ADVANCED RESEARCH PROJECTS AGENCY FOR HEALTH (ARPA-H) CONSIDERS OR REFERS PROJECTS APPROPRIATELY IN THE GLOBAL HEALTH R&D ARENA; ADVANCING SURVEILLANCE AND RESEARCH IN THE AREA OF NEGLECTED TROPICAL DISEASES; AND FILLING GAPS IN FUNDING FOR EMERGING INFECTIOUS DISEASES AT THE BIOMEDICAL ADVANCED RESEARCH & DEVELOPMENT AUTHORITY (BARDA). OUR PRIVATE SECTOR WORK IS FOCUSED ON EXPLORING POTENTIAL NEW INCENTIVES TO ATTRACT PRIVATE SECTOR INVESTMENT TO GLOBAL HEALTH R&D EFFORTS, AND FOSTERING CONNECTIONS BETWEEN RESEARCH ORGANIZATIONS IN THE GLOBAL SOUTH AND POTENTIAL PRIVATE SECTOR PARTNERS IN THE U.S. 366771 1044150 ADVOCACY PROGRAMS:WE HOST SEVERAL PARTNER PROGRAMS EACH YEAR, HIGHLIGHTING OUR CONVENING POWER AND ABILITY TO IDENTIFY AND FOCUS ATTENTION ON TIMELY RESEARCH AND DEVELOPMENT POLICY RELATED TOPICS. IN 2023, WE HOSTED AN IN-PERSON BRIEFING ON CAPITOL HILL, DISCOVERY, DEVELOPMENT, DELIVERY: UNDERSTANDING THE BIOMEDICAL RESEARCH AND DEVELOPMENT PIPELINE. THE BRIEFING WAS WELL ATTENDED WITH 21 CONGRESSIONAL OFFICES REPRESENTED. IN 2023, WE ALSO PARTNERED WITH EMORY UNIVERSITY'S WOODRUFF HEALTH SCIENCES CENTER TO PRESENT THE INAUGURAL SYMPOSIUM TO ADDRESS THE MATERNAL HEALTH CRISIS IN GEORGIA, FOLLOWING A STATE-LEVEL SURVEY COMMISSIONED BY RESEARCH!AMERICA CAPTURING GEORGIAN'S VIEWS OF MATERNAL HEALTH CRISIS IN THE STATE. OUR ANNUAL SURVEY IN JANUARY 2023 FOUND THAT NEARLY SIX IN 10 AMERICANS ARE IN FAVOR OF GREATER TAXPAYER SUPPORT OF SCIENCE AND TECHNOLOGY. IN PARTNERSHIP WITH THE ASSOCIATION OF CLINICAL RESEARCH ORGANIZATIONS, WE COMMISSIONED A NATIONAL SURVEY ON CLINICAL TRIALS AND CLINICAL RESEARCH. AN ACTIONABLE TAKEAWAY FROM THE SURVEY: A LARGE MAJORITY (87%) OF RESPONDENTS AGREE THAT HEALTH CARE PROFESSIONALS SHOULD DISCUSS CLINICAL TRIALS WITH PATIENTS AS PART OF THEIR STANDARD OF CARE. 397143 OTHER PROGRAMS 763914 1044150 6117731 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 29 0 1 36 1 0 0 0 0 0 0 0 0 0 0 0 0 X 34 33 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AK AR CA CO CT FL GA HI IL KS KY ME MD MA MI MN MS NV NH NJ NM NY NC ND OH OK OR PA RI SC TN VA WA WV WI X X MICHAEL COBURN 7037392577 241 18TH STREET SOUTH 501 ARLINGTON VA 22202 MARY WOOLLEY PRESIDENT & CHIEF EXECUTIVE OFFICER 50.00 X X 617813 0 60933 SUDIP PARIKH PHD CHAIR (AS OF 04/2023) 3.00 X X 0 0 0 SUSAN DENTZER CHAIR (UNTIL 04/2023) 3.00 X X 0 0 0 HON MICHAEL CASTLE CHAIR EMERITUS (UNTIL 04/2023) 3.00 X X 0 0 0 GEORGES BENJAMIN MD VICE CHAIR 2.00 X X 0 0 0 AMY COMSTOCK RICK JD TREASURER 2.00 X X 0 0 0 E ALBERT REECE MD PHD SECRETARY 2.00 X X 0 0 0 NANCY BROWN DIRECTOR 1.00 X 0 0 0 DEBORAH DEAS MD MPH DIRECTOR 1.00 X 0 0 0 HON CHARLIE DENT DIRECTOR 1.00 X 0 0 0 MIKAEL DOLSTEN MD PHD DIRECTOR 1.00 X 0 0 0 VICTOR J DZAU MD DIRECTOR 1.00 X 0 0 0 KAFUI DZIRASA MD PHD DIRECTOR 1.00 X 0 0 0 AYMAN EL-MOHANDES MBBCH MD DIRECTOR 1.00 X 0 0 0 ARTHUR C EVANS JR PHD DIRECTOR 1.00 X 0 0 0 DARIO GIL PHD DIRECTOR 1.00 X 0 0 0 HON BART GORDON DIRECTOR 1.00 X 0 0 0 MARY JC HENDRIX PHD DIRECTOR 1.00 X 0 0 0 HON RUSH D HOLT PHD DIRECTOR 1.00 X 0 0 0 KAREN KNUDSEN PHD DIRECTOR 1.00 X 0 0 0 MARK B MCCLELLAN MD PHD DIRECTOR 1.00 X 0 0 0 MICHELLE MCMURRY-HEATH MD PHD DIRECTOR 1.00 X 0 0 0 JESSICA L MEGA MD MPH DIRECTOR 1.00 X 0 0 0 HERBERT PARDES MD DIRECTOR 1.00 X 0 0 0 HAROLD L PAZ MD MS DIRECTOR 1.00 X 0 0 0 MARY PITTMAN DRPH DIRECTOR 1.00 X 0 0 0 GUILLERMO WILLY J PRADO PHD DIRECTOR 1.00 X 0 0 0 DEREK K RAPP DIRECTOR 1.00 X 0 0 0 DAVID REESE MD DIRECTOR 1.00 X 0 0 0 LAING ROGERS DIRECTOR (UNTIL 04/2023) 1.00 X 0 0 0 LEWIS G SANDY MD FACP DIRECTOR 1.00 X 0 0 0 HON DONNA SHALALA PHD DIRECTOR 1.00 X 0 0 0 DEBORAH TRAUTMAN PHD RN FAAN DIRECTOR 1.00 X 0 0 0 M ROY WILSON MD DIRECTOR 1.00 X 0 0 0 KEITH YAMAMOTO PHD DIRECTOR 1.00 X 0 0 0 CYNTHIA ZAGIEBOYLO DIRECTOR 1.00 X 0 0 0 ELIAS ZERHOUNI MD DIRECTOR 1.00 X 0 0 0 MICHAEL COBURN EXECUTIVE VICE PRESIDENT & COO 45.00 X 304796 0 37480 ELEANOR DEHONEY SR. VP OF POLICY & ADVOCACY 45.00 X 271075 0 34720 JENNIFER LURAY SR VP STRATEGY & PUBLIC ENGAGEMENT 45.00 X 241587 0 48053 SHEILA MURPHY VP - ADVOCACY PROGRAMS 45.00 X 218108 0 20539 ANNE MANDEVILLE VP DEVELOPMENT & MEMBERSHIP 45.00 X 211591 0 16604 KATHERINE GOODE SENIOR DIRECTOR - DEVELOPMENT 45.00 X 141319 0 14328 2006289 0 232657 9 0 1 0 SUBJECT MATTER - HOME FRONT 1201 NEW YORK AVE NW SUITE 900 WASHINGTON DC 20005 ADVOCACY/COMMUNICATIONS 667724 KEEFE SIGNISER PARTNERS 4416 CHESAPEAKE STREET NW WASHINGTON DC 22016 GOVERNMENT RELATIONS 240000 PERKINS COIE LLP PO BOX 24643 SEATTLE WA 981240643 POLICY/STRATEGY 180000 KOUNTOUPES DENHAM CARR & REID 607 14TH ST NW SUITE 750 WASHINGTON DC 20005 GOVERNMENT RELATIONS 165019 FGS GLOBAL 555 ELEVENTH STREET NW 6TH FLOOR WASHINGTON DC 20004 FOCUS GROUP AND OPINION RESEARCH 125000 5 4421376 28499 4421376 DUES 900003 1329250 1329250 NATIONAL FORUM 900003 624150 624150 PARTNER PROGRAMS 900003 420000 420000 2373400 199898 199898 43426 22755 20671 20671 20671 199188 217369 -18181 -18181 -18181 MISCELLANEOUS 900099 10 10 10 6997174 2373400 0 202398 X 273796 273796 1021022 442346 343278 235398 2855159 2290658 241490 323011 175860 145733 9239 20888 240550 178521 29060 32969 240616 171371 34925 34320 9275 9275 75797 75797 314609 314609 88520 88520 1397122 1334606 54183 8333 198754 198754 34327 20374 9946 4007 117981 74284 29086 14611 230081 164497 32522 33062 100296 60695 28112 11489 177368 155904 21464 171 171 71765 51309 10143 10313 18446 11614 4548 2284 ADVOCACY AWARDS 127341 127341 DUES AND SUBSCRIPTIONS 55266 51819 2251 1196 SURVEYS 49500 49500 TAXES AND LICENSES 23729 23729 16008 16008 7913359 6117731 1063747 731881 918139 605029 2001490 1489562 2987734 1883107 310 5953 19227 20888 699515 458765 294540 240750 5389936 6124623 1588230 1576255 13199606 11946167 522117 610583 1334786 225579 2025394 1924900 3882297 2761062 X 1323449 1442725 7993860 7742380 9317309 9185105 13199606 11946167 -916185 783981 0 X X 0 1 X 1 0 X 1311426 2393648 7916222 3958577 4421376 20001249 2699700 2133500 2327412 3584900 2373400 13118912 4011126 4527148 10243634 7543477 6794776 33120161 126197 98964 5528956 992978 1305002 8052097 536988 260680 136154 1279934 21838 2235594 663185 359644 5665110 2272912 1326840 10287691 22832470 64203 66202 73024 135771 243324 582524 64203 66202 73024 135771 243324 582524 14684 631 23 10 15348 4075329 4608034 10317289 7679271 7038110 33718033 0.67720 0.70770 0.01730 0.01220 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2019 AMOUNT: $ 0. 2020 AMOUNT: $ 14,684. 2021 AMOUNT: $ 631. 2022 AMOUNT: $ 23. 2023 AMOUNT: $ 10. SCHEDULE A, PART III THE FOLLOWING REVENUE AMOUNTS ON SCHEDULE A, PART III HAVE BEEN UPDATED FROM PRIOR 990S IN ORDER TO ACCURATELY REFLECT REVENUE AMOUNTS FROM THEIR RESPECTIVE YEARS. PART III, LINES 7A AND 7C COLUMN(C), 2021 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11071 316667 327738 7585621 7913359 545668 136417 0 0 333840 376049 459239 545668 1714796 2572194 76511 241801 328386 327738 974436 83460 94012 114810 136417 428699 643049 10570 8369 9590 11071 39600 4404539 200000 643449 250000 4997988 5393479 200000 -988940 200000 4404539 100000 5100000 193479 5393479 100000 100000 100000 100000 0.00000 1.00000 0.00000 0 0 524438 364918 159520 100212 68671 31541 74865 25176 49689 240750 DEPOSITS 38841 DEFERRED COMPENSATION INVESTMENTS 796211 RIGHT-OF-USE ASSETS - OPERATING LEASES 741203 1576255 DEFERRED COMPENSATION 796211 OPERATING LEASE LIABILITY 1117059 FINANCE LEASE LIABILITY 11630 1924900 X 7759557 783981 44167 22755 850903 6908654 88520 88520 6997174 7891761 44167 22755 66922 7824839 88520 88520 7913359 PART V, LINE 4: THE BOARD OF DIRECTORS HAS DESIGNATED AN AMOUNT OF $399,472 FOR A FUTURE USE TO BE DETERMINED AT A LATER TIME AND ONLY UPON APPROVAL OF THE BOARD. RESEARCH!AMERICA'S ENDOWMENT WAS ESTABLISHED IN FEBRUARY 2020 AND CONSISTS OF ONE FUND, ESTABLISHED TO SUPPORT THE GORDON AND LLURA GUND LEADERSHIP AWARD PRESENTED BY RESEARCH!AMERICA ANNUALLY AT ITS ADVOCACY AWARDS EVENT. IN 2021, JOHNSON & JOHNSON ESTABLISHED A PERMANENT ENDOWMENT TO PROVIDE SPONSORSHIP SUPPORT FOR THE PUBLIC HEALTH AWARDS AS PART OF THE ADVOCACY AWARDS EVENT. PART X, LINE 2: THE ORGANIZATION FOLLOWS THE AUTHORITATIVE GUIDANCE RELATING TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES INCLUDED IN ACCOUNTING STANDARDS CODIFICATION TOPIC 740-10, INCOME TAXES. THESE PROVISIONS PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. IT IS THE ORGANIZATION'S POLICY TO RECOGNIZE INTEREST AND/OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, IN INCOME TAX EXPENSES. THE ORGANIZATION PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED DECEMBER 31, 2023, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION ON THE FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. THE STATUTE OF LIMITATIONS GENERALLY REMAINS OPEN FOR THREE TAX YEARS WITH THE U.S. FEDERAL JURISDICTION OR THE VARIOUS STATES AND LOCAL JURISDICTIONS IN WHICH THE ORGANIZATION FILES TAX RETURNS. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENT EXPENSES 22,755. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENT EXPENSES 22,755. 1 UNIVERSITY OF CALIFORNIA SAN FRANCISCO FOUNDATION 2001 THE EMBARCADERO 3RD FLOOR SAN FRANCISCO CA 94133 942829914 501(C)(3) 230000 0 RESEARCH!AMERICA INNOVATION PRIZE SUPPORTING DR. NEVAN KROGAN 1 0 PART I, LINE 2: THERE IS NO FORMAL PROCEDURE FOR THE MONITORING OF PRIZE FUNDS GIVEN TO OTHER ORGANIZATIONS. HOWEVER, THERE IS AN INSTITUTIONAL AGREEMENT THAT THE PRIZE FUNDS BE USED ONLY TO SUPPORT THE RESEARCH PROGRAM OF THE PRIZE RECIPIENT. THE CRITERIA FOR PRIZE SELECTION INCLUDES THE FOLLOWING: -NOMINATIONS SHOULD CLEARLY IDENTIFY HOW THE RESEARCH OR INNOVATION ADVANCES PANDEMIC PREPAREDNESS IN THE CURRENT COVID-19 DISEASE BURDEN, OR FUTURE PANDEMIC PATHOGEN THREATS. -NOMINATIONS SHOULD DEMONSTRATE PROMISING OUTCOMES THROUGH SUPPORTIVE DATA AND TESTING. -NOMINATIONS MAY ORIGINATE FROM ANY STEM FIELD OR COMBINATION OF FIELDS. -NOMINATIONS OF AN INDIVIDUAL OR TEAM AFFILIATED WITH A US-BASED ORGANIZATION (E.G., ACADEMIC RESEARCH INSTITUTION, ACADEMIC MEDICAL CENTER, INDEPENDENT RESEARCH INSTITUTION, NON-PROFIT ORGANIZATION, OR FOR-PROFIT COMPANY), INCLUDING US-GLOBAL PARTNERSHIPS, ARE WELCOME. FOR-PROFIT COMPANIES CANNOT HAVE ANNUAL SALES REVENUES THAT EXCEED $10 MILLION FOR EACH OF THEIR LAST TWO FISCAL YEARS. -THERE MUST BE ONE PRINCIPAL INVESTIGATOR (PI) NAMED ON EACH APPLICATION. -APPLICATION SUBMISSIONS MUST INCLUDE ACKNOWLEDGEMENT BY THE APPROPRIATE INDIVIDUAL WITHIN THE ORGANIZATION (E.G. RESEARCH OFFICE, GRANTS OFFICE OR NOMINATIONS WILL BE REVIEWED BY AN INDEPENDENT JURY. -BEFORE THE PRIZE IS ANNOUNCED AND DISPERSED, A DUE DILIGENCE REVIEW WILL BE CONDUCTED TO VERIFY THAT APPLICANTS ARE APPROPRIATE RECIPIENTS. X X X X X 0 0 0 0 0 0 0 1 0 MARY WOOLLEY PRESIDENT & CHIEF EXECUTIVE OFFICER 549970 0 67843 0 0 0 48900 0 12033 0 678746 0 0 0 MICHAEL COBURN EXECUTIVE VICE PRESIDENT & COO 290796 0 14000 0 0 0 24535 0 12945 0 342276 0 0 0 ELEANOR DEHONEY SR. VP OF POLICY & ADVOCACY 257075 0 14000 0 0 0 21834 0 12886 0 305795 0 0 0 JENNIFER LURAY SR VP STRATEGY & PUBLIC ENGAGEMENT 227587 0 14000 0 0 0 20674 0 27379 0 289640 0 0 0 SHEILA MURPHY VP - ADVOCACY PROGRAMS 208108 0 10000 0 0 0 17533 0 3006 0 238647 0 0 0 ANNE MANDEVILLE VP DEVELOPMENT & MEMBERSHIP 199591 0 12000 0 0 0 14293 0 2311 0 228195 0 0 0 KATHERINE GOODE SENIOR DIRECTOR - DEVELOPMENT 141319 0 0 0 0 0 11297 0 3031 0 155647 0 0 0 PART I, LINE 7 THE COMPENSATION COMMITTEE ESTABLISHES PERFORMANCE METRICS FOR THE CEO AT THE START OF THE YEAR WITH LEVELS OF ACHIEVEMENT DETERMINED (MEETS, EXCEEDS AND STRETCH GOALS). FOLLOWING THE CLOSE OF THE YEAR, THE COMMITTEE REVIEWS RESULTS WITH PERFORMANCE METRICS TO DETERMINE OVERALL LEVEL OF PERFORMANCE. THE COMMITTEE ENGAGES A COMPENSATION CONSULTANT TO REVIEW THE MARKET COMPARISON FOR TOTAL COMPENSATION. THE BONUS FOR THE CEO IS CALCULATED TO PLUS UP TOTAL COMPENSATION TO THE LEVEL THE COMMITTEE DETERMINES SO THAT THE TOTAL OF BASE SALARY PLUS BONUS EQUALS THE AGREED UPON LEVEL OF COMPENSATION. X 1 25619 FMV X BEVERAGES 1 2880 FMV 0 0 0 PART I, COLUMN (B): THE TOTAL IN COLUMN (B) REPRESENTS THE TOTAL NUMBER OF CONTRIBUTIONS RECEIVED. PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: IN COLLABORATION WITH OUR MEMBERS AND PARTNERS, WE CONTINUED TO PUSH THE PACE OF MEDICAL AND PUBLIC HEALTH PROGRESS TO DELIVER BETTER HEALTH FOR ALL. THROUGH THE RESEARCH!AMERICA ALLIANCE, OUR PARTNERS AND SUPPORTERS HAVE CLOSELY MONITORED PUBLIC SENTIMENT, CRAFTED IMPACTFUL MESSAGES, DEVELOPED POLICY CHAMPIONS, AND SHARED TIMELY KNOWLEDGE AND INSIGHTS CRITICAL TO EFFECTIVE ADVOCACY. TOGETHER IN 2023, WE MADE PROGRESS ON MULTIPLE FRONTS, INCLUDING INCREASED FUNDING FOR FEDERAL RESEARCH AGENCIES. AS ADVOCATES FOR RESEARCH, WE PLAY A PIVOTAL ROLE IN SHAPING A FUTURE THAT TRANSCENDS THE LIMITATIONS OF TODAY, PURSUING THE BOUNDLESS PROGRESS IN MEDICAL AND HEALTH RESEARCH, AND SCIENCE AND TECHNOLOGY WRIT LARGE, MADE CAPABLE BY THE DEDICATION OF BOTH PUBLIC AND PRIVATE SECTORS. FORM 990, PART VI, SECTION A, LINE 6 RESEARCH!AMERICA IS A MEMBERSHIP ORGANIZATION. MEMBERSHIP IS OPEN TO ANY ORGANIZATION, PROFESSIONAL SOCIETY, ASSOCIATION, CORPORATION, INSTITUTION, OTHER ENTITY OR INDIVIDUAL WHICH IS INTERESTED IN AND SUPPORTIVE OF THE MISSION OF RESEARCH!AMERICA - TO MAKE RESEARCH FOR HEALTH A HIGHER NATIONAL PRIORITY. MEMBERS ARE APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7A EACH INSTITUTION MEMBER HAS ONE VOTE ON MATTERS SUBJECT TO A VOTE BY THE MEMBERSHIP. MEMBERS ELECT THE BOARD OF DIRECTORS AT THE ANNUAL MEETING. FORM 990, PART VI, SECTION A, LINE 7B MEMBERS MAY BE ASKED TO VOTE ON MATTERS OUTLINED IN THE BYLAWS (ELECTION OF DIRECTORS AND DISSOLUTION OR AMENDMENTS TO THE BYLAWS). FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT FORM 990 IS PRESENTED TO THE AUDIT COMMITTEE IN CONJUNCTION WITH THE PRESENTATION OF THE AUDIT REPORT FOR THE YEAR ENDED. ONCE APPROVED BY THE COMMITTEE, THE DRAFT FORM 990 IS DISTRIBUTED TO THE BOARD OF DIRECTORS WHO ARE GIVEN A 48-HOUR PERIOD TO RESPOND WITH ANY ISSUES OR EDITS PRIOR TO FINALIZATION. FORM 990, PART VI, SECTION B, LINE 12C THE AUDIT COMMITTEE IS CHARGED WITH OVERSIGHT OF ADHERENCE TO THE CONFLICT-OF-INTEREST POLICY. ANNUALLY, EACH MEMBER OF THE BOARD OF DIRECTORS AND EACH MEMBER OF STAFF IS REQUIRED TO REVIEW THE POLICY AND SUBMIT A SIGNED DISCLOSURE STATEMENT. THE AUDIT COMMITTEE REVIEWS AND REPORTS TO THE BOARD OF DIRECTORS ANY POTENTIAL CONFLICT OF INTEREST. ANY DIRECTOR WITH A DISCLOSED CONFLICT SHALL RECUSE THEMSELVES FROM DELIBERATIONS ON ACTIONS THAT MAY BE CONSTRUED AS A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE IS CHARGED WITH OVERSIGHT OF EXECUTIVE COMPENSATION. THE COMPENSATION COMMITTEE, IN CONSULTATION WITH THE BOARD CHAIR, ESTABLISHES PERFORMANCE METRICS FOR THE CEO. FOLLOWING THE CLOSE OF THE YEAR, THE COMPENSATION COMMITTEE REVIEWS RESULTS TO DETERMINE THE OVERALL LEVEL OF PERFORMANCE. A THIRD-PARTY COMPENSATION CONSULTANT IS ENGAGED TO REVIEW MARKET COMPENSATION FOR THE CEO AND KEY MANAGEMENT EMPLOYEES. THE LAST TIME THIS TOOK PLACE WAS DURING JANUARY 2024. THE COMPENSATION COMMITTEE PROPOSES CHANGES IN COMPENSATION FOR THE CEO BASED ON PERFORMANCE OUTCOMES TO THE BOARD CHAIR FOR APPROVAL BY THE EXECUTIVE COMMITTEE. ANY INCREASES IN COMPENSATION FOR KEY MANAGEMENT STAFF ARE PROPOSED BY THE CEO AND APPROVED BY THE COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 CODE OF ETHICS, CONFLICT OF INTEREST AND WHISTLEBLOWER POLICY AND FINANCIAL INFORMATION IS AVAILABLE ON RESEARCH!AMERICA'S WEB SITE, THESE AND OTHER GOVERNING DOCUMENTS ARE ALSO AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G PROGRAM CONSULTING: PROGRAM SERVICE EXPENSES 1,324,207. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,324,207. CONSULTING SERVICES: PROGRAM SERVICE EXPENSES 10,399. MANAGEMENT AND GENERAL EXPENSES 54,183. FUNDRAISING EXPENSES 8,333. TOTAL EXPENSES 72,915. FORM 990, PART XII, LINE 2C THE PROCESS REMAINS UNCHANGED FROM THE PRIOR YEAR.