2025-11-12T15:27:23-06:00 2024-12-31 911194016 CLARK NUBER PS 555 110TH AVE NE SUITE 700 BELLEVUE WA 98004 990 2024-01-01 911593913 GENEVA FOUNDATION GENE 2533831398 950 BROADWAY 307 TACOMA WA 98402 MATTHEW RUECKERT CHIEF OPERATING OFFICER 2533831398 2025-11-11 1 0 CELIA DAVIS P01624691 4254544919 2025-11-11 2024 2025-03-06 01:10:19Z MATTHEW RUECKERT 950 BROADWAY 307 TACOMA WA 98402 60848687 0 X WWW.GENEVAUSA.ORG X 1993 WA TO SUPPORT & ADVANCE INNOVATIVE MEDICAL RESEARCH & EXCELLENCE IN EDUCATION WITHIN THE U.S. MILITARY. 13 12 456 13 0 0 30435 14081 70846057 60792813 -45027 41793 0 0 70831465 60848687 0 0 0 0 34279887 34619912 0 0 0 38898768 29834468 73178655 64454380 -2347190 -3605693 24448882 25163258 19705539 23729297 4743343 1433961 X GENEVA'S MISSION IS TO ADVANCE MILITARY MEDICINE THROUGH RESEARCH, DEVELOPMENT AND EDUCATION. GENEVA WAS ESTABLISHED IN 1993 TO FACILITATE MEDICAL RESEARCH IN MILITARY MEDICAL FACILITIES, INCLUDING RESEARCH PROPOSAL DEVELOPMENT AND PROGRAM MANAGEMENT SERVICES TO ADVANCE MEDICAL TREATMENTS AND SOLUTIONS FOR US SERVICE MEMBERS AND THEIR FAMILIES, VETERANS, AND THE GENERAL PUBLIC. 0 0 53023108 60792813 THE GENEVA FOUNDATION IS A NON-PROFIT THAT ADVANCES MILITARY MEDICINE THROUGH RESEARCH, DEVELOPMENT, AND EDUCATION. GENEVA IS PROUD TO HAVE MORE THAN 30 YEARS OF EXPERIENCE DELIVERING FULL-SPECTRUM SCIENTIFIC, TECHNICAL, AND PROGRAM MANAGEMENT EXPERTISE AS WE AIM TO ENSURE OPTIMAL HEALTH FOR SERVICE MEMBERS AND THE COMMUNITIES THEY SERVE. AS A GLOBAL ORGANIZATION WITH OVER 50 LOCATIONS AND MORE THAN 400 EMPLOYEES, GENEVA IS COMMITTED TO OUR VISION TO LEAD THE WAY IN TRANSFORMING MILITARY MEDICINE TO SAVE LIVES WORLDWIDE. GENEVA CONTINUES TO EXPAND OUR RESEARCH SOLUTIONS THROUGH MULTI-DISCIPLINARY COLLABORATIONS WITHIN AND OUTSIDE THE DOD IN 35+ RESEARCH AREAS, INCLUDING INFECTIOUS DISEASE AND BIOSECURITY, OPERATIONAL MEDICINE, COMBAT CASUALTY CARE, REHABILITATIVE MEDICINE, AND BRAIN HEALTH. 53023108 1 0 0 0 0 0 0 0 1 0 1 0 0 1 1 0 1 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 96 0 456 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 12 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 WA X KRISTEN BACON 2533831398 950 BROADWAY 307 TACOMA WA 98402 KENT KESTER BOARD CHAIR 1.00 X X 0 0 0 NEIL VINING BOARD MEMBER 1.00 X 0 0 0 SHELLY MULLIN BOARD SECRETARY 1.00 X X 0 0 0 JEFF WATTS BOARD TREASURER/FINANCE CHAIR 1.00 X X 0 0 0 MICHAEL BROWN BOARD MEMBER 1.00 X 0 0 0 ROSS COLT BOARD MEMBER 1.00 X 0 0 0 BRUCE DOLL BOARD MEMBER 1.00 X 0 0 0 BARB HOLCOMB BOARD MEMBER 1.00 X 0 0 0 JOHN HORNICK BOARD MEMBER 1.00 X 0 0 0 JOHNATHAN MILLER BOARD MEMBER 1.00 X 0 0 0 CHRISTINE ROUSSEAU BOARD MEMBER 1.00 X 0 0 0 KENNETH BERTRAM BOARD MEMBER 1.00 X 0 0 0 ELISE HUSZAR PRESIDENT & CEO 40.00 X X 276137 0 22603 TOM RUGGELS BOARD MEMBER 1.00 X 0 0 0 MATTHEW RUECKERT CHIEF OPERATING OFFICER 40.00 X 229274 0 31515 ANDRIY BATCHINSKY PRINCIPLE INVESTIGATOR 40.00 X 303837 0 34920 BRAD ISAACSON PRINCIPLE INVESTIGATOR 30.00 X 224371 0 11690 DANIEL RHON PRINCIPLE INVESTIGATOR 40.00 X 187138 0 11829 YANSONG LI PRINCIPLE INVESTIGATOR 40.00 X 178721 0 17869 NELSON HAGER SENIOR MEDICAL ADVISOR 32.00 X 174960 0 8708 1574438 0 139134 65 0 1 0 SAFI BIOTHERAPEUTICS INC ONE BROADWAY 14TH FLOOR CAMBRIDGE MA 02139 MEDICAL RESEARCH 1789547 SCIPERIO INC 12151 RESEARCH PARKWAY STE 150 ORLANDO FL 32826 MEDICAL RESEARCH 1514482 THE GENERAL HOSPITAL CORPORATION 55 FRUIT STREET BOSTON MA 02114 MEDICAL RESEARCH 1408782 HENRY M JACKSON FOUNDATION 6720-A ROCKLEDGE DR STE 100 BETHESDA MD 208171891 MEDICAL RESEARCH 1346002 REGENTS OF THE UNIV OF MINNESOTA 2221 UNIV AVE SE 100 MINNEAPOLIS MN 55414 MEDICAL RESEARCH 936618 20 14081 14081 GOV'T & CONTRACT REV. 611710 59759863 59759863 CLINICAL STUDIES 611710 973087 973087 EDUCATION 611710 59863 59863 60792813 41793 41793 60848687 60792813 0 41793 X 559529 559529 24668497 18554248 6114249 956093 719119 236974 6165484 4637178 1528306 2270309 1673315 596994 237155 237155 156110 156110 14329828 14237344 92484 10866 10866 169915 138171 31744 896199 233969 662230 1792613 1580330 212283 971257 845799 125458 142520 124579 17941 20603 20603 1616113 1501027 115086 375465 375465 LAB COSTS 5210249 5168145 42104 LAB SUPPLIES 2325490 2325490 EQUIPMENT 61732 61732 1518353 1222662 295691 64454380 53023108 11431272 0 223909 33224 1844427 7727609 16221971 10959219 573545 1096761 570860 611993 7087797 5568704 2127470 1519093 1148705 1257142 186795 1737995 1771422 24448882 25163258 8343950 8805814 5884690 8910143 1807779 3702510 1873557 478660 1795563 1832170 19705539 23729297 X 3255640 351285 1487703 1082676 4743343 1433961 24448882 25163258 -3605693 67594 228717 0 X 0 1 X 1 1 1 X 98170 1042341 15502 30435 14081 1200529 67012383 78564188 69885322 70846057 60792813 347100763 67110553 79606529 69900824 70876492 60806894 348301292 7526 5129 9250 3400 25305 35944938 34934586 40939776 29233543 27417384 168470227 35952464 34939715 40949026 29236943 27417384 168495532 179805760 20531 52223 60714 31556 41793 206817 20531 52223 60714 31556 41793 206817 522714 522714 67131084 79658752 70484252 70908048 60848687 349030823 0.51520 0.48030 0.00060 0.00060 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: EXCISE TAX REFUND - 2022 AMOUNT: $ 522,714. 0 1 X 33891 33891 7053906 5568704 1485202 1519093 OPERATING LEASE RIGHT-OF-USE ASSET 1771422 1771422 OPERATING LEASE LIABILITY 1832170 1832170 61081329 67594 165048 232642 60848687 0 60848687 64390711 0 64390711 63669 63669 64454380 PART IV, LINE 2B: GENEVA MANAGES THE TRISERVICE NURSING RESEARCH PROGRAM (TSNRP) ON BEHALF OF THE DEPARTMENT OF DEFENSE. WE STAFF THE PROGRAM MANAGEMENT OFFICE AND OVERSEE THE EXECUTION OF RESEARCH AWARDS TO MILITARY NURSES AND GRADUATE STUDENTS. WE ALSO ENSURE THAT THE MISSION OF TSNRP IS CARRIED OUT IN ACCORDANCE WITH ITS EXECUTIVE DIRECTOR AND EXECUTIVE BOARD OF DIRECTORS. PART XI, LINE 2D - OTHER ADJUSTMENTS: EXPENSES NETTED WITH REVENUE ON AUDITED FINANCIAL STATEMENTS -63,669. PRIOR PERIOD ADJUSTMENT 228,717. PART XII, LINE 4B - OTHER ADJUSTMENTS: EXPENSES NETTED WITH REVENUE ON AUDITED FINANCIAL STATEMENTS 63,669. NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 PROGRAM SERVICES SCIENTIFIC & ADMINISTRATIVE SUPPORT FOR MEDICAL RESEARCH 181644 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 PROGRAM SERVICES SCIENTIFIC & ADMINISTRATIVE SUPPORT FOR MEDICAL RESEARCH 38876 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 0 PROGRAM SERVICES SCIENTIFIC & ADMINISTRATIVE SUPPORT FOR MEDICAL RESEARCH 24562 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, 0 0 PROGRAM SERVICES SCIENTIFIC & ADMINISTRATIVE SUPPORT FOR MEDICAL RESEARCH 38400 0 0 0 0 0 0 283482 0 283482 1 0 0 0 0 0 PART I, LINE 3: THE ORGANIZATION USES THE ACCRUAL METHOD OF ACCOUNTING TO ACCOUNT FOR EXPENDITURES. SCHEDULE F, PART IV, LINE 1 THERE WERE TRANSFERS TO FOREIGN CORPORATIONS, BUT THEY WERE NOT OF THE TYPE DESCRIBED IN SECTION 6038B(A)(1)(A), 367(D), OR 367(D) SO NO FORM 926 WAS REQUIRED TO BE FILED. 1 X X X X 0 0 0 0 0 0 0 0 0 ANDRIY BATCHINSKY PRINCIPLE INVESTIGATOR 303837 0 0 0 0 0 15250 0 19670 0 338757 0 0 0 ELISE HUSZAR PRESIDENT & CEO 276137 0 0 0 0 0 13880 0 8723 0 298740 0 0 0 MATTHEW RUECKERT CHIEF OPERATING OFFICER 229274 0 0 0 0 0 11845 0 19670 0 260789 0 0 0 BRAD ISAACSON PRINCIPLE INVESTIGATOR 224371 0 0 0 0 0 10687 0 1003 0 236061 0 0 0 DANIEL RHON PRINCIPLE INVESTIGATOR 187138 0 0 0 0 0 9374 0 2455 0 198967 0 0 0 YANSONG LI PRINCIPLE INVESTIGATOR 178721 0 0 0 0 0 9042 0 8827 0 196590 0 0 0 NELSON HAGER SENIOR MEDICAL ADVISOR 174960 0 0 0 0 0 7658 0 1050 0 183668 0 0 0 FORM 990, PART I, LINE 6: GENEVA'S BOARD OF DIRECTORS IS COMPRISED OF INDIVIDUALS FROM MILITARY, MEDICAL, AND BUSINESS BACKGROUNDS WHO VOLUNTEER THEIR TIME TO FURTHER GENEVA'S MISSION AND ENSURE THE LONG TERM SUSTAINABILITY OF THE ORGANIZATION. THE BOARD OF DIRECTORS IS DEPICTED ON GENEVA'S WEBSITE ANNUALLY. THE AVERAGE NUMBER OF HOURS PER QUARTER IS 1 HOUR PER VOLUNTEER SINCE 2017. FORM 990, PART VI, SECTION B, LINE 11B THE DIRECTOR OF FINANCE AND CHIEF OPERATING OFFICER REVIEW THE ACCURACY OF THE COMPLETED FORM 990 BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C COVERED PERSON ARE REQUIRED TO SIGN CONFLICT OF INTEREST STATEMENTS WHEN THEY JOIN THE FOUNDATION. "COVERED PERSONS" ARE A SUBSET OF GENEVA AFFILIATES DEFINED AS ANY GENEVA DIRECTOR, OFFICER, KEY EMPLOYEE OR MEMBER OF ANY BOARD-CREATED COMMITTEE. THE BOARD OF DIRECTORS AND THE PRESIDENT DETERMINE WHEN A CONFLICT OF INTEREST EXISTS. THE MAJORITY OF THE BOARD OF DIRECTORS, WHO HAVE NO INTEREST IN THE TRANSACTION OR ARRANGEMENT, WILL REVIEW ANY CONFLICTS OF INTEREST. ANY GENEVA AFFILIATE WHO HAS AN ACTUAL OR POTENTIAL CONFLICT WITH RESPECT TO THE TRANSACTION OR ARRANGEMENT DOES NOT PARTICIPATE IN AND IS NOT PRESENT FOR THE VOTE REGARDING ANY SUCH TRANSACTION OR ARRANGEMENT (PROVIDED, HOWEVER, THAT ANY SUCH GENEVA AFFILIATE MAY APPEAR AT A MEETING TO ANSWER QUESTIONS CONCERNING THE TRANSACTION OR ARRANGEMENT.) THE BOARD WILL MAINTAIN A FILE OF ALL REAL OR POTENTIAL CONFLICTS RAISED BEFORE THE BOARD. IF THE BOARD OF DIRECTORS HAS REASONABLE CAUSE TO BELIEVE THAT A GENEVA AFFILIATE HAS FAILED TO COMPLY WITH THIS POLICY, THE BOARD MAY COUNSEL THE GENEVA AFFILIATE REGARDING SUCH FAILURE AND, IF THE ISSUE IS NOT RESOLVED TO THE BOARD'S SATISFACTION, MAY CONSIDER ADDITIONAL CORRECTIVE ACTION AS APPROPRIATE. FORM 990, PART VI, SECTION B, LINE 15 GENEVA UTILIZES A FULL COMPENSATION ANALYSIS PROVIDED BY AN OUTSIDE FIRM TO EVALUATE THE COMPENSATION OF OFFICERS AND ALL GENEVA STAFF, COMPARING POSITIONS TO MARKET AND INDUSTRY COMPENSATION FOR SIMILAR POSITIONS. A FORMAL REVIEW OF SALARIES FOR ALL POSITIONS WAS COMPLETED IN NOVEMBER 2022. THE COMPENSATION SYSTEM IS A MARKET-BASED SYSTEM IN WHICH POSITIONS ARE MARKET PRICED INITIALLY AND THEN MONITORED ANNUALLY BASED ON OVERALL MARKET FACTORS AND SURVEYS FROM INDUSTRY EXPERTS. THE BOARD OF DIRECTORS COMPLETES AN ANNUAL PERFORMANCE EVALUATION ON THE PRESIDENT IN Q4. ANY MARKET ADJUSTMENTS ARE SUBMITTED AS PART OF THE OPERATING BUDGET. THE OPERATING BUDGET IS DEVELOPED BY FINANCE, DEPARTMENT DIRECTORS, AND EXECUTIVE TEAM. THE OPERATING BUDGET IS PRESENTED TO THE BOARD OF DIRECTORS FOR REVIEW AND APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 THE AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC BY REQUEST AND APPROVAL BY THE EXECUTIVE TEAM. THE GOVERNING AND ORGANIZING DOCUMENTS ARE AVAILABLE UPON REQUEST. CONFLICT OF INTEREST STATEMENTS ARE MAINTAINED ON FILE WITH THE FOUNDATION AND MAY BE VIEWED UPON REQUEST AND AUTHORIZATION BY THE FOUNDATION'S LEADERSHIP. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 636,113. MANAGEMENT AND GENERAL EXPENSES 92,484. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 728,597. SUBCONTRACTORS: PROGRAM SERVICE EXPENSES 13,601,231. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 13,601,231.