2025-04-23T13:54:59-05:00 2024-06-30 111986323 CBIZ ADVISORS LLC 1899 L STREET NW SUITE 850 WASHINGTON DC 20036 990 2023-07-01 824218205 ASH REGISTRY INC ASHR 2027760544 2021 L STREET NW 900 WASHINGTON DC 20036 MATTHEW GERTZOG EXECUTIVE DIRECTOR 2027760544 2025-04-23 1 0 AARON M FOX P01365820 2022274000 2025-04-23 2023 2025-03-06 01:10:19Z ASH RESEARCH COLLABORATIVE MATTHEW GERTZOG 2021 L STREET NW 900 WASHINGTON DC 20036 2978964 0 X WWW.ASHRESEARCHCOLLABORATIVE.ORG X 2017 DC SEE PART III, LINE 1. 9 9 0 85 0 0 3172521 2596845 50000 382119 0 0 0 0 3222521 2978964 2014356 763278 0 0 2490526 2355405 0 0 0 6557471 6559437 11062353 9678120 -7839832 -6699156 2680075 2501839 38528795 45049715 -35848720 -42547876 X COLLABORATIVE PARTNERSHIPS TO ACCELERATE PROGRESS IN HEMATOLOGY, WITH THE ULTIMATE GOAL OF IMPROVING THE LIVES OF PEOPLE AFFECTED BY BLOOD DISEASES. THE FOUNDATION OF THE ASH RC IS ITS DATA REPOSITORY, THE DATA HUB. THIS TECHNOLOGY PLATFORM FACILITATES THE EXCHANGE OF INFORMATION BY AGGREGATING, AND MAKING AVAILABLE FOR INQUIRY, RESEARCH-GRADE DATA ON HEMATOLOGIC DISEASES. THE SECOND COMPONENT OF THE ASH RC IS THE SICKLE CELL DISEASE (SCD) CLINICAL TRIALS NETWORK. THE GOAL OF THE NETWORK IS TO CREATE A NETWORK OF COLLABORATING CLINICAL RESEARCH SITES TO ACCELERATE AND OPTIMIZE CLINICAL TRIALS RESEARCH IN SCD AND IMPROVE OUTCOMES FOR INDIVIDUALS LIVING WITH SICKLE CELL DISEASE. 0 0 7655649 763278 382119 THE ASH RC DATA HUB WAS CREATED TO FACILITATE THE SHARING OF DATA ON BENIGN AND MALIGNANT HEMATOLOGIC CONDITIONS TO SUPPORT OF SCIENTIFIC INQUIRY AND DISCOVERY. AS A MAJOR INITIATIVE WITHIN ASH RC, THE DATA HUB AIMS TO CREATE THE LARGEST SHARED INFORMATION RESOURCE WITHIN THE GLOBAL HEMATOLOGY COMMUNITY. THE DATA HUB IS CURRENTLY COLLECTING DATA ON PATIENTS WITH MULTIPLE MYELOMA (MM) AND SICKLE CELL DISEASE (SCD). THE LONG-TERM GOAL OF THE ASH RC IS TO ADDRESS THE ENTIRE SPECTRUM OF MALIGNANT AND NONMALIGNANT HEMATOLOGIC DISEASES, WHICH MEANS THE DATA HUB WILL EXPAND ITS SCOPE ONCE THESE INITIAL EFFORTS HAVE REACHED MATURITY. CURRENTLY, THE DATA HUB HOUSES DATA ON MORE THAN 20,000 PATIENTS WITH SCD AND 6,000 PATIENTS WITH MM. 7655649 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 19 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X TIFFANY AKE 2027760544 2021 L STREET NW 900 WASHINGTON DC 20036 MATTHEW GERTZOG EXECUTIVE DIRECTOR 18.00 17.00 X 299209 299208 71253 ROBERT PLOVNICK CHIEF MEDICAL QUALITY OFFICER - UNTIL 2/2024 18.00 17.00 X 237160 237158 64871 KATHLEEN HEWITT SENIOR DIRECTOR, DATA HUB 40.00 X 377856 0 56609 CHRISTOPHER DOWD DEPUTY DIR., BUSINESS DEVELOPMENT 40.00 X 238962 0 55591 MICHELLE WALSER DEPUTY DIRECTOR, OPERATIONS 40.00 X 225294 0 46646 SUSAN ROGERS SENIOR MANAGER LEARNING COMMUNITY PROGRAMS 40.00 X 177753 0 21974 ROBERT A BRODSKY MD PRESIDENT - UNTIL 12/2023 2.00 2.00 X X 0 27000 0 MOHANDAS NARLADSC PRESIDENT-ELECT - UNTIL 12/2023 2.00 2.00 X X 0 13500 0 CYNTHIA E DUNBAR MD SECRETARY - UNTIL 12/2023 2.00 2.00 X X 0 13500 0 JOSEPH MIKHAEL MD MED TREASURER - UNTIL 12/2023 2.00 2.00 X X 0 13500 0 BELINDA AVALOS MD VICE PRESIDENT - UNTIL 12/2023 2.00 2.00 X X 0 6750 0 MARK CROWTHERMDMSCFRCPCFRSC BOARD CHAIR - AS OF 1/2024 2.00 0.00 X X 0 0 0 GARY SHILLER SECRETARY/TREASURER - AS OF 1/2024 2.00 0.00 X X 0 0 0 LINDA BURNS MD LIAISON TO ASH EC 2.00 0.00 X 0 0 0 ROY SILVERSTEIN MD LIAISON TO ASH EC 2.00 0.00 X 0 0 0 CHRISTOPHER BOONE PHD FACHE FHIMSS DIRECTOR 2.00 0.00 X 0 0 0 HELEN BURSTIN MD MPH DIRECTOR 2.00 0.00 X 0 0 0 ANDREW EVENS DO MBA MSC DIRECTOR 2.00 0.00 X 0 0 0 MARC GINSKY JD DIRECTOR 2.00 0.00 X 0 0 0 BOB LOWENBERG MD PHD DIRECTOR 2.00 2.00 X 0 0 0 CHRISTOPHER R FLOWERS MD MSC COUNCILLOR - UNTIL 12/2023 2.00 2.00 X 0 0 0 ALISON LOREN COUNCILLOR - UNTIL 12/2023 2.00 2.00 X 0 0 0 BOB LOWENBERG MD PHD COUNCILLOR - UNTIL 12/2023 2.00 2.00 X 0 0 0 CHARLOTTE MARIE NIEMEYER MD COUNCILLOR - UNTIL 12/2023 2.00 2.00 X 0 0 0 SARAH H O'BRIEN MD MSC COUNCILLOR - UNTIL 12/2023 2.00 2.00 X 0 0 0 BETTY PACE MD COUNCILLOR - UNTIL 12/2023 2.00 2.00 X 0 0 0 JAMILE M SHAMMO MD COUNCILLOR - UNTIL 12/2023 2.00 2.00 X 0 0 0 WENDY STOCK MD COUNCILLOR - UNTIL 12/2023 2.00 2.00 X 0 0 0 1556234 610616 316944 12 0 1 0 IQVIA RDS INC 4820 EMPEROR BLVD DURHAM NC 27703 DATA AGGREGATION/DATA MGMT 2492560 BREAKTHROUGH HEALTHCARE 2803 MANHATTAN AVENUE BALTIMORE MD 21215 DATA INFO./ANALYTICS & GRANT MGMT 340920 STRATEGIC RESEARCH SOLUTIONS 108 S PINE STREET FENTON MI 48430 PROGRAM MGMT SUPPORT/CONSULTING 263250 WCG CONSULTING 212 CARNEGIE CENTER SUITE 301 PRINCETON NJ 08540 LEGAL SERVICES 125200 POWERS PYLES SUTLER & VERVILLE PC 1250 CONNECTICUT AVE NW 8TH FL WASHINGTON DC 20036 LEGAL SERVICES 115599 6 74420 2522425 2596845 PROJECTS 900099 382119 382119 382119 2978964 382119 0 0 X 763278 763278 342904 308614 34290 1559091 1003858 555233 134507 88583 45924 190500 126378 64122 128403 88068 40335 220508 211265 9243 4150 3976 174 3713907 3526230 187677 43788 43788 7934 1907 6027 48439 33976 14463 37100 26022 11078 58010 58010 291975 291975 COST AGREEMENT 980000 980000 STIPENDS 570496 570496 MISCELLANEOUS 267755 255799 11956 HONORARIA 198505 198505 116870 112931 3939 9678120 7655649 2022471 0 437491 515987 2106696 1813209 2000 51500 307220 186077 133888 121143 2680075 2501839 907173 251143 37621622 44798572 38528795 45049715 X -37661999 -42548922 1813279 1046 -35848720 -42547876 2680075 2501839 -6699156 0 X 0 1 X 1 0 X X 1 AMERICAN SOCIETY OF HEMATOLOGY INC 237080568 10 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 307220 186077 121143 121143 DUE TO RELATED PARTY 44798572 44798572 X 2978964 0 2978964 0 2978964 9678120 0 9678120 0 9678120 PART X, LINE 2: THE SOCIETY EVALUATED ITS UNCERTAINTY IN INCOME TAXES FOR THE YEAR ENDED JUNE 30, 2024, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE CONSOLIDATED FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS; AND THERE ARE CURRENTLY NO EXAMINATIONS PENDING OR IN PROGRESS. 1 UNIVERSITY OF CALIFORNIA - SAN FRANCISCO UCSF MAIN DEP PO BOX 748872 LOS ANGELES CA 90074 946036493 501(C)(3) 116666 0 SITE COORDINATOR/INVESTIGATOR EMORY UNIVERSITY PO BOX 935084 ATLANTA GA 31193 580566256 501(C)(3) 75000 0 SITE COORDINATOR NEWARK BETH ISRAEL MEDICAL CENTER 201 LYONS AVENUE NEWARK NJ 07112 223452311 501(C)(3) 75000 0 SITE COORDINATOR UNIVERSITY OF ALABAMA AT BIRMINGHAM 801 5TH AVE SOUTH BIRMINGHAM AL 35233 636005396 501(C)(3) 74997 0 SITE COORDINATOR THE REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN FRANCISCO 1855 FOLSOM STREET SUITE 425 SAN FRANCISCO CA 94103 946036493 501(C)(3) 66666 0 SITE COORDINATOR DUKE UNIVERSITY PO BOX 602651 CHARLOTTE NC 28260 560532129 501(C)(3) 62784 0 SITE COORDINATOR MONTEFIORE MEDICAL CENTER 111 EAST 210TH STREET BRONX NY 10467 131740114 501(C)(3) 58311 0 SITE COORDINATOR BAYLOR COLLEGE OF MEDICINE PO BOX 301207 DALLAS TX 75303 741613878 501(C)(3) 51318 0 SITE COORDINATOR UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL 104 AIRPORT DRIVE CB 1220 CHAPEL HILL NC 27599 566001393 501(C)(3) 50000 0 SITE COORDINATOR/INVESTIGATOR WASHINGTON UNIVERSITY 7425 FORSYTH CAMPUS 1034 CLAYTON MO 63105 430653611 501(C)(3) 43933 0 SITE COORDINATOR/INVESTIGATOR/SITE STIPEND NEW YORK CITY HEALTH & HOSPITAL CORPORATION 50 WATER STREET NEW YORK NY 10004 132655001 501(C)(3) 40393 0 SITE COORDINATOR MEDICAL COLLEGE OF WISCONSIN 8701 WATERTOWN PLANK ROAD MILWAUKEE WI 53226 390806261 501(C)(3) 33354 0 SITE COORDINATOR CHILDREN'S HOSPITAL MEDICAL CENTER 3333 BURNET AVENUE MLC 4900 CINCINNATI OH 45229 310833936 501(C)(3) 9856 0 SITE COORDINATOR/INVESTIGATOR 13 0 PART I, LINE 2: ASH RC COLLECTS AND STORES THE RESEARCH SITE'S REPORTED PLANNED USE OF THE GRANT/ASSISTANCE AT THE BEGINNING OF THE GRANT YEAR AND ALSO COLLECTS AND STORES THE RESEARCH SITE'S REPORTED ACTUAL USE OF THE FUNDS AT THE END OF THE YEAR CYCLE. THE AWARD IS PROVIDED BASED ON A CONTRACTUAL AGREEMENT WITH THE SITES TO PROVIDE SITE SUPPORT. THEY WENT THROUGH A SITE SELECTION PROCESS WHEN THE SCD CLINICAL TRIALS NETWORK WAS ESTABLISHED TO ENSURE THEY MET THE CRITERIA NEEDED TO PARTICIPATE IN THIS PROGRAM. CHECK IN CALLS ARE CONDUCTED THROUGHOUT THE YEAR WITH RESEARCH SITE PERSONNEL AND THEY HAVE TARGETS TO MEET THROUGHOUT THE YEAR. WE ARE TRACKING PROGRESS ON KEY PERFORMANCE METRICS THAT ARE OUTLINED IN THEIR AWARD LETTER. THEIR FINAL REPORTING IS ALSO INCLUDES THIS INFORMATION AND A BREAKDOWN OF HOW THE FUNDS WERE USED. 1 0 0 0 0 0 0 0 0 MATTHEW GERTZOG EXECUTIVE DIRECTOR 259474 259474 20000 20000 19735 19734 16500 16500 19127 19126 334836 334834 0 0 ROBERT PLOVNICK CHIEF MEDICAL QUALITY OFFICER - UNTIL 2/2024 74433 74432 10000 10000 152727 152726 16500 16500 15936 15935 269596 269593 0 0 KATHLEEN HEWITT SENIOR DIRECTOR, DATA HUB 371104 0 0 0 6752 0 33000 0 23609 0 434465 0 0 0 CHRISTOPHER DOWD DEPUTY DIR., BUSINESS DEVELOPMENT 227225 0 10000 0 1737 0 23388 0 32203 0 294553 0 0 0 MICHELLE WALSER DEPUTY DIRECTOR, OPERATIONS 212816 0 10000 0 2478 0 21735 0 24911 0 271940 0 0 0 SUSAN ROGERS SENIOR MANAGER LEARNING COMMUNITY PROGRAMS 171746 0 0 0 6007 0 17460 0 4514 0 199727 0 0 0 PART I, LINE 3 ASH RC RELIED ON AMERICAN SOCIETY OF HEMATOLOGY, INC. (ASH), A RELATED ORGANIZATION, TO DETERMINE COMPENSATION. ASH USED THE FOLLOWING METHODS TO DETERMINE COMPENSATION: - INDEPENDENT COMPENSATION CONSULTANT - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE - FORM 990 OF OTHER ORGANIZATIONS - COMPENSATION COMMITTEE PART I, LINE 4A ROBERT PLOVNICK, CHIEF MEDICAL QUALITY OFFICER UNTIL 2/2024, RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $291,312. PARTS I AND II: ASH RC DOES NOT DIRECTLY HIRE OR COMPENSATE EMPLOYEES. AMERICAN SOCIETY OF HEMATOLOGY, INC., A RELATED ORGANIZATION EXEMPT UNDER IRS SECTION 501(C)(3), IS RESPONSIBLE FOR FILING FORMS W-2S FOR ALL EMPLOYEES. THE COMPENSATION AND RELATED NON-TAXABLE BENEFITS ARE REPORTED ON PART VII, SECTION A AS WELL AS PART IX OF EACH ORGANIZATION AS INCURRED. FORM 990, PART VI, SECTION A, LINE 4 DURING THE YEAR ENDED JUNE 30, 2024, ASH RC AMENDED ITS BYLAWS WITH THE FOLLOWING CHANGES: - CHANGES TO THE RIGHTS RESERVED TO THE INITIAL MEMBER, AMERICAN SOCIETY OF HEMATOLOGY, INC. - CHANGES TO THE NUMBER AND COMPOSITION OF THE VOTING MEMBERS AND BOARD OFFICERS - CHANGES TO THE FUNCTIONS OF THE BOARD OF DIRECTORS AND THE EXECUTIVE COMMITTEE FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY THE OUTSIDE ACCOUNTANTS AND REVIEWED FIRST BY THE CHIEF FINANCIAL OFFICER, AND THEN BY THE EXECUTIVE DIRECTOR. IT WAS THEN SENT TO THE ENTIRE BOARD PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ASH RC'S CONFLICT OF INTEREST POLICY QUESTIONNAIRE IS FILLED OUT ELECTRONICALLY BY ALL BOARD MEMBERS AND OFFICERS. BEFORE EACH BOARD OR COMMITTEE MEETING A MEMBER IS PUT IN CHARGE OF REVIEWING ALL CONFLICT OF INTEREST STATEMENTS FOR THE MEMBERS ATTENDING. FURTHERMORE, MEMBERS ARE ASKED TO DISCLOSE ANY CHANGES BEFORE EVERY MEETING. WHEN AN ASH RC MEMBER HAS A CONFLICT, S/HE WILL NOT: 1. TAKE ANY ACTION ON BEHALF OF ASH CONCERNING THE SUBJECT IN CONFLICT OR ANY ISSUE RELEVANT TO THE SUBJECT IN CONFLICT; 2. PARTICIPATE IN DISCUSSIONS ON THE SUBJECT WITHOUT FULL DISCLOSURE; 3. PARTICIPATE IN DECISION-MAKING DISCUSSIONS OR CAST A VOTE; 4. IMPLY THAT HE/SHE IS ACTING ON BEHALF OF ASH RC WHEN DISCUSSING THE RELEVANT SUBJECT WITH THIRD PARTIES; OR 5. FAIL TO CLARIFY WITH THIRD PARTIES WITH WHOM HE/SHE DEALS ON THE RELEVANT SUBJECT THAT HE/SHE IS NOT ACTING ON BEHALF OF ASH RC. FORM 990, PART VI, SECTION B, LINE 15 ASH RC RELIES ON A RELATED ORGANIZATION, ASH, TO DETERMINE COMPENSATION. AS PART OF THE PROCESS FOR DETERMINING THE COMPENSATION FOR ALL OF ITS EMPLOYEES, THE COMPENSATION FOR KEY EMPLOYEES OF THE ORGANIZATION (INCLUDING THE EXECUTIVE DIRECTOR OF ASH RC) IS REVIEWED BY AN OUTSIDE HR GROUP AND APPROVED BY THE EXECUTIVE DIRECTOR OF ASH. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. THE CONFLICT OF INTEREST POLICY IS LOCATED ON THE ORGANIZATION'S WEBSITE. FORM 990, PART IX, LINE 11G CONSULTANTS: PROGRAM SERVICE EXPENSES 2,989,894. MANAGEMENT AND GENERAL EXPENSES 164,211. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,154,105. SITE COORDINATORS: PROGRAM SERVICE EXPENSES 494,968. MANAGEMENT AND GENERAL EXPENSES 21,656. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 516,624. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 14,155. MANAGEMENT AND GENERAL EXPENSES 619. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14,774. TEMPORARY SUPPORT: PROGRAM SERVICE EXPENSES 27,213. MANAGEMENT AND GENERAL EXPENSES 1,191. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 28,404. AMERICAN SOCIETY OF HEMATOLOGY INC 2021 L STREET NW SUITE 900 WASHINGTON DC 20036 237080568 SEE PART VII DC 501(C)(3) LINE 10 N/A 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 1 0 1 0 0