2025-05-14T08:10:29-04:00 2024-12-31 461041593 FINANCIAL SOLUTION ADVISORS LLC 4350 PABLO PROFESSIONAL CT STE 200 JACKSONVILLE FL 32224 990 2024-01-01 341710663 CLEVELAND VA MEDICAL RESEARCH AND EDUCATION FOUNDATION CLEV 2167913800 10701 EAST BOULEVARD CLEVELAND OH 44106 YNGVE FALCK-YTTER MD TREASURER 2167912300 2025-05-14 true true MICHAEL B MCLEOD CPA P00966646 9042962024 2025-05-14 2024 2025-03-06 01:10:19Z JILL K D MELLON JD MBA FACH 10701 EAST BLVD CLEVELAND OH 44106 5477583 false X N/A X 1991 OH THE PRIMARY TAX-EXEMPT PURPOSE OF THE CLEVELAND VA MEDICAL RESEARCH AND EDUCATION FOUNDATION, A 501(C)(3) MEDICAL RESEARCH FOUNDATION ESTABLISHED IN ACCORDANCE WITH TITLE 38, SUBCHAPTER IV-RESEARCH AND EDUCATION CORPORATIONS, SECTIONS 7361-7368, IS TO SUPPORT BIOMEDICAL RESEARCH AT THE LOUIS STOKES CLEVELAND VA MEDICAL CENTER. 7 2 59 9 0 51324 33974 4276657 5392479 62904 51130 0 4390885 5477583 0 0 2771009 3235426 0 0 2061217 2475763 4832226 5711189 -441341 -233606 3996568 4339916 761571 1338603 3234997 3001313 X THE PRIMARY TAX-EXEMPT PURPOSE OF THE CLEVELAND VA MEDICAL RESEARCH AND EDUCATION FOUNDATION, A 501(C)(3) MEDICAL RESEARCH FOUNDATION ESTABLISHED IN ACCORDANCE WITH TITLE 38, SUBCHAPTER IV-RESEARCH AND EDUCATION CORPORATIONS, SECTIONS 7361-7368, IS TO SUPPORT BIOMEDICAL AND CLINICAL RESEARCH AS WELL AS TO PROVIDE HEALTH-RELATED EDUCATIONAL ACTIVITIES IN CONJUNCTION WITH THE LOUIS STOKES CLEVELAND DEPARTMENT OF VA MEDICAL CENTER (VAMC). RESEARCH SPONSORED BY THE CLEVELAND VA MEDICAL RESEARCH AND EDUCATION FOUNDATION BENEFITS VETERANS TREATED AT THE LOUIS STOCKS CLEVELAND VAMC AND THE GENERAL PUBLIC BY ADVANCING KNOWLEDGE IN THE DIAGNOSIS AND TREATMENT OF DISEASE AND DISABILITY. EDUCATION PROGRAMS SUPPORTED BY THE CLEVELAND VA MEDICAL RESEARCH AND EDUCATION FOUNDATION HELP DISSEMINATE THE RESULTS OF RESEARCH SO THEY MAY BE TRANSLATED TO CLINICAL PRACTICE, PROVIDE HOSPITAL STAFF WITH TRAINING IN THE LATEST TREATMENTS, AND HELP PATIENTS UNDERSTAND AND MANAGE THEIR MEDICAL CONDITIONS. false false 79703 DR. PERCIA DAVITKOV-EXACT SCIENCE "ALTUS: PERFORMANCE OF A MULTI-TARGET HEPATOCELLULAR CARCINOMA (HCC) TEST IN SUBJECTS WITH INCREASED RISK" EXACT SCIENCE, THE SPONSOR OF THIS STUDY, HAS DEVELOPED A SCREENING TEST TO DETECT HEPATOCELLULAR CARCINOMA (HCC.) THIS TEST IS CALLED ONCOGUARD LIVER AND IS DESIGNED TO DETECT HCC IN THE BLOOD. THE PURPOSE OF THIS RESEARCH STUDY IS TO DETERMINE THE ABILITY OF THE ONCOGUARD LIVER TEST TO ACCURATELY AND RELIABLY DETECT HCC COMPARED TO OTHER METHODS SUCH AS ULTRASOUND, CT, AND MRI. SIGNIFICANCE TO VETERANS OR THE VHA: VETERAN POPULATIONS HAVE FIVE TIMES THE INCIDENCE OF HEPATOCELLULAR CARCINOMA (HCC) COMPARED WITH THE GENERAL POPULATION. THE INCIDENCE OF HCC HAS INCREASED IN THE VETERAN'S AFFAIRS HEALTH SYSTEM (VAHS), PRIMARILY DUE TO THE INCREASED PREVALENCE OF CIRRHOSIS. THE STUDY WILL HELP TO BE ABLE TO BE ABLE TO IDENTIFY HCC QUICKER AND EASIER. 19108 DR. VARUN SUNDARAM-NIH AWARD (NATIONAL HEART, LUNG, AND BLOOD INSTITUTE) "METABOLIC THERAPY FOR ATRIAL FIBRILLATION" ATRIAL FIBRILLATION (AF) IS THE MOST COMMON ARRHYTHMIA IN THE UNITED STATES. AF IS ASSOCIATED WITH AN INCREASED RISK OF STROKE, HEART FAILURE, CARDIOVASCULAR MORTALITY, AND SIGNIFICANTLY IMPAIRS QUALITY OF LIFE IN MOST PATIENTS. THERE IS A CRITICAL NEED TO INVESTIGATE THE CLINICAL EFFECTIVENESS OF NEW CARDIOMETABOLIC DRUGS, REPURPOSING POTENTIAL OF OLD DIABETIC DRUGS AND BARIATRIC SURGERY IN THE MANAGEMENT OF ATRIAL FIBRILLATION THE AIM IS TO PERFORM COMPARATIVE EFFECTIVENESS RESEARCH INVESTIGATING THE ROLE OF NEW CARDIOMETABOLIC AGENTS INCLUDING GLP-1RA, SGLT2I AND REPURPOSING POTENTIAL OF METFORMIN ALONGSIDE BARIATRIC SURGERY IN REDUCTION OF AF BURDEN. THEY ARE USING THE VETERAN AFFAIRS NATIONWIDE ELECTRONIC HEALTHCARE RECORDS WHICH PROVIDES A UNIQUE OPPORTUNITY TO PERFORM CER OF AF AT THE POPULATION LEVEL DUE TO THE AVAILABILITY OF LONG TERM FOLLOW DATA (> 600,000 AF PATIENTS WITH ~7 YEARS OF FOLLOW UP) WITH MINIMAL MISSINGNESS IN FOLLOW UP. THE RESULTS FROM THIS STUDY ARE LIKELY TO YIELD SUBSTANTIVE NEW INSIGHTS INTO THE ROLE OF CARDIOMETABOLIC AGENTS AND BARIATRIC SURGERY IN THE REDUCING THE BURDEN AF AND PROVIDE HYPOTHESIS GENERATING FINDINGS WHICH MAY EVENTUALLY LEAD TO THE DESIGN OF NEW PRAGMATIC CLINICAL TRIALS IN SECONDARY PREVENTION OF AF. 79205 DR. MARY KRISTI HENZEL-PARALYZED VETERANS OF AMERICA AWARD "INSENSATE AND UNPROTECTED: DEVELOPMENT & TESTING OF FOOTSAFE TECHNOLOGY FOR PREVENTION OF INJURIES CAUSED BY INADVERTENT LOWER EXTREMITY DISPLACEMENTS FROM WHEELCHAIR FOOTPLATES IN VETERANS WITH SCI/D" WHEELCHAIRS GIVE VETERANS WITH PARALYSIS DUE TO SPINAL CORD INJURY (SCI) FREEDOM TO MOVE AND BETTER QUALITY OF LIFE. WHILE WHEELCHAIRS HELP SUCH VETERANS GET AROUND, THEY CAN CAUSE INJURY IF THE VETERAN CANNOT FEEL OR MOVE IF THEIR LEG OR FOOT FALLS OFF OR SITS WRONGLY ON THE WHEELCHAIR FOOT REST. INJURIES HAVE INCLUDED BROKEN LEGS, PRESSURE ULCERS, SUCH BAD SCRAPES THAT A VET'S LEG HAD TO BE CUT OFF, AND ONE VETERAN MAY HAVE DIED FROM SEVERE BLEEDING DUE TO THIS WHILE ON BLOOD THINNERS. THE GOAL OF THIS STUDY IS TO IMPROVE OUR FOOTSAFE FOOT PRESSURE AND POSITION WARNING SYSTEM TO IMPROVE ABILITY TO SENSE FOOT AND WHEELCHAIR MOTION, IMPROVE OUR ABILITY TO ALERT TO FOOT DISPLACEMENTS WHILE DRIVING INDOORS WITH DIFFERENT FOOTWEAR, AND WE WILL WORK WITH VETERANS WITH SPINAL CORD INJURY AND SEATING THERAPISTS TO UNDERSTAND HOW A SMARTPHONE APP FOR FOOTSAFE NEEDS TO WORK TO BE USABLE AND HELPFUL. 4522673 OTHER RESEARCH AND SERVICE ACTIVITIES. 4522673 4700689 true false false false false false false false false false false false false false false true true false false false false false false false false false false false false true false false false false false false false false false false false false false false false false false true 3 0 59 true false false false false false false false false false false false false false false X 7 2 false false false false false false false true true false false true true true true true false true false false OH X JEFF MOORE PHD 2167913800 10701 EAST BLVD CLEVELAND OH 44106 JEFF MOORE PHD EXECUTIVE DI 40.00 X 149787 0 13676 RICHARD DECHANT TRUSTEE/DIRE 1.00 X 0 0 0 JILL K D MELLON JD MBA FACH PRESIDENT 1.00 X X 0 0 0 GEORGE JASKIW MD SECRETARY 1.00 X X 0 0 0 MURRAY ALTOSE MD TRUSTEE/DIRE 1.00 X 0 0 0 SIMRAN SINGH MD TRUSTEE/DIRE 1.00 X 0 0 0 YNGVE FALCK-YTTER MD TREASURER 1.00 X X 0 0 0 NEAL PEACHEY PHD VICE PRESIDE 1.00 X X 0 0 0 149787 13676 1 false true false BRIGID WILSON 10701 EAST BLVD CLEVELAND OH 44106 STATISTICAL 126355 1 33974 33974 FEDERAL CONT & GRANT REV 541700 3362819 3362819 NON-FEDERAL CONT & GRANT REV 541700 1598123 1598123 IPA REVENUE 541700 431537 431537 5392479 51130 51130 5477583 5443609 X 154743 154743 2467916 1865215 602701 77475 61486 15989 331086 262761 68325 204206 144054 60152 9251 4443 4808 25299 12151 13148 1923813 1893392 30421 9989 2832 7157 46731 32628 14103 55168 46898 8270 76837 52782 24055 6426 6426 RESEARCH STUDY COSTS 163588 163588 EQUIPMENT & REPAIRS 55872 55872 SUBJECT PAYMENTS 43740 43740 PROVISION FOR CREDIT LOSS 26708 26708 32341 32139 202 5711189 4700689 1010500 0 373877 347577 1250196 489090 2369212 3496918 3283 6331 3996568 4339916 672089 1315418 89482 23185 761571 1338603 X 3234997 3001313 3234997 3001313 3996568 4339916 -233606 -78 X false true X false true true X CLEVELAND VA MEDICAL CENTER CLEVELAND OH X 5477505 -78 -78 5477583 5477583 5711189 5711189 5711189 SCHEDULE D, PAGE 3, PART X THE FOUNDATION QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C) (3) OF THE INTERNAL REVENUE CODE (IRC). THE FOUNDATION PERIODICALLY ASSESSES WHETHER IT HAS INCURRED INCOME TAX EXPENSE OR RELATED INTEREST OR PENALTIES IN ACCORDANCE WITH ACCOUNTING FOR UNCERTAIN TAX POSITIONS. NO SUCH AMOUNTS WERE RECOGNIZED FOR THE YEARS ENDING DECEMBER 31, 2024 AND 2023, RESPECTIVELY. SHOULD THE FOUNDATIONS TAX-EXEMPT STATUS BE CHALLENGED IN THE FUTURE, THE FOUNDATIONS 2022, 2023, AND 2024 TAX YEARS ARE OPEN FOR EXAMINATION BY THE IRS. X X X false false false false false false false false false JEFF MOORE PHD EXECUTIVE DIRECTOR 149787 13676 163463 FORM 990 - ORGANIZATION'S MISSION THE PRIMARY TAX-EXEMPT PURPOSE OF THE CLEVELAND VA MEDICAL RESEARCH AND EDUCATION FOUNDATION, A 501(C)(3) MEDICAL RESEARCH FOUNDATION ESTABLISHED IN ACCORDANCE WITH TITLE 38, SUBCHAPTER IV-RESEARCH AND EDUCATION CORPORATIONS, SECTIONS 7361-7368, IS TO SUPPORT BIOMEDICAL AND CLINICAL RESEARCH AS WELL AS TO PROVIDE HEALTH-RELATED EDUCATIONAL ACTIVITIES IN CONJUNCTION WITH THE LOUIS STOKES CLEVELAND DEPARTMENT OF VA MEDICAL CENTER (VAMC). RESEARCH SPONSORED BY THE CLEVELAND VA MEDICAL RESEARCH AND EDUCATION FOUNDATION BENEFITS VETERANS TREATED AT THE LOUIS STOCKS CLEVELAND VAMC AND THE GENERAL PUBLIC BY ADVANCING KNOWLEDGE IN THE DIAGNOSIS AND TREATMENT OF DISEASE AND DISABILITY. EDUCATION PROGRAMS SUPPORTED BY THE CLEVELAND VA MEDICAL RESEARCH AND EDUCATION FOUNDATION HELP DISSEMINATE THE RESULTS OF RESEARCH SO THEY MAY BE TRANSLATED TO CLINICAL PRACTICE, PROVIDE HOSPITAL STAFF WITH TRAINING IN THE LATEST TREATMENTS, AND HELP PATIENTS UNDERSTAND AND MANAGE THEIR MEDICAL CONDITIONS. FORM 990, PAGE 2, PART III, LINE 4A DR. PERCIA DAVITKOV-EXACT SCIENCE "ALTUS: PERFORMANCE OF A MULTI-TARGET HEPATOCELLULAR CARCINOMA (HCC) TEST IN SUBJECTS WITH INCREASED RISK" EXACT SCIENCE, THE SPONSOR OF THIS STUDY, HAS DEVELOPED A SCREENING TEST TO DETECT HEPATOCELLULAR CARCINOMA (HCC.) THIS TEST IS CALLED ONCOGUARD LIVER AND IS DESIGNED TO DETECT HCC IN THE BLOOD. THE PURPOSE OF THIS RESEARCH STUDY IS TO DETERMINE THE ABILITY OF THE ONCOGUARD LIVER TEST TO ACCURATELY AND RELIABLY DETECT HCC COMPARED TO OTHER METHODS SUCH AS ULTRASOUND, CT, AND MRI. SIGNIFICANCE TO VETERANS OR THE VHA: VETERAN POPULATIONS HAVE FIVE TIMES THE INCIDENCE OF HEPATOCELLULAR CARCINOMA (HCC) COMPARED WITH THE GENERAL POPULATION. THE INCIDENCE OF HCC HAS INCREASED IN THE VETERAN'S AFFAIRS HEALTH SYSTEM (VAHS), PRIMARILY DUE TO THE INCREASED PREVALENCE OF CIRRHOSIS. THE STUDY WILL HELP TO BE ABLE TO BE ABLE TO IDENTIFY HCC QUICKER AND EASIER. FORM 990, PAGE 2, PART III, LINE 4B DR. VARUN SUNDARAM-NIH AWARD (NATIONAL HEART, LUNG, AND BLOOD INSTITUTE) "METABOLIC THERAPY FOR ATRIAL FIBRILLATION" ATRIAL FIBRILLATION (AF) IS THE MOST COMMON ARRHYTHMIA IN THE UNITED STATES. AF IS ASSOCIATED WITH AN INCREASED RISK OF STROKE, HEART FAILURE, CARDIOVASCULAR MORTALITY, AND SIGNIFICANTLY IMPAIRS QUALITY OF LIFE IN MOST PATIENTS. THERE IS A CRITICAL NEED TO INVESTIGATE THE CLINICAL EFFECTIVENESS OF NEW CARDIOMETABOLIC DRUGS, REPURPOSING POTENTIAL OF OLD DIABETIC DRUGS AND BARIATRIC SURGERY IN THE MANAGEMENT OF ATRIAL FIBRILLATION THE AIM IS TO PERFORM COMPARATIVE EFFECTIVENESS RESEARCH INVESTIGATING THE ROLE OF NEW CARDIOMETABOLIC AGENTS INCLUDING GLP-1RA, SGLT2I AND REPURPOSING POTENTIAL OF METFORMIN ALONGSIDE BARIATRIC SURGERY IN REDUCTION OF AF BURDEN. THEY ARE USING THE VETERAN AFFAIRS NATIONWIDE ELECTRONIC HEALTHCARE RECORDS WHICH PROVIDES A UNIQUE OPPORTUNITY TO PERFORM CER OF AF AT THE POPULATION LEVEL DUE TO THE AVAILABILITY OF LONG TERM FOLLOW DATA (> 600,000 AF PATIENTS WITH ~7 YEARS OF FOLLOW UP) WITH MINIMAL MISSINGNESS IN FOLLOW UP. THE RESULTS FROM THIS STUDY ARE LIKELY TO YIELD SUBSTANTIVE NEW INSIGHTS INTO THE ROLE OF CARDIOMETABOLIC AGENTS AND BARIATRIC SURGERY IN THE REDUCING THE BURDEN AF AND PROVIDE HYPOTHESIS GENERATING FINDINGS WHICH MAY EVENTUALLY LEAD TO THE DESIGN OF NEW PRAGMATIC CLINICAL TRIALS IN SECONDARY PREVENTION OF AF. FORM 990, PAGE 2, PART III, LINE 4C DR. MARY KRISTI HENZEL-PARALYZED VETERANS OF AMERICA AWARD "INSENSATE AND UNPROTECTED: DEVELOPMENT & TESTING OF FOOTSAFE TECHNOLOGY FOR PREVENTION OF INJURIES CAUSED BY INADVERTENT LOWER EXTREMITY DISPLACEMENTS FROM WHEELCHAIR FOOTPLATES IN VETERANS WITH SCI/D" WHEELCHAIRS GIVE VETERANS WITH PARALYSIS DUE TO SPINAL CORD INJURY (SCI) FREEDOM TO MOVE AND BETTER QUALITY OF LIFE. WHILE WHEELCHAIRS HELP SUCH VETERANS GET AROUND, THEY CAN CAUSE INJURY IF THE VETERAN CANNOT FEEL OR MOVE IF THEIR LEG OR FOOT FALLS OFF OR SITS WRONGLY ON THE WHEELCHAIR FOOT REST. INJURIES HAVE INCLUDED BROKEN LEGS, PRESSURE ULCERS, SUCH BAD SCRAPES THAT A VET'S LEG HAD TO BE CUT OFF, AND ONE VETERAN MAY HAVE DIED FROM SEVERE BLEEDING DUE TO THIS WHILE ON BLOOD THINNERS. THE GOAL OF THIS STUDY IS TO IMPROVE OUR FOOTSAFE FOOT PRESSURE AND POSITION WARNING SYSTEM TO IMPROVE ABILITY TO SENSE FOOT AND WHEELCHAIR MOTION, IMPROVE OUR ABILITY TO ALERT TO FOOT DISPLACEMENTS WHILE DRIVING INDOORS WITH DIFFERENT FOOTWEAR, AND WE WILL WORK WITH VETERANS WITH SPINAL CORD INJURY AND SEATING THERAPISTS TO UNDERSTAND HOW A SMARTPHONE APP FOR FOOTSAFE NEEDS TO WORK TO BE USABLE AND HELPFUL. FORM 990, PAGE 2, PART III, LINE 4D OTHER RESEARCH AND SERVICE ACTIVITIES. FORM 990, PAGE 6, PART VI, LINE 11B FORM 990 IS DISTRIBUTED TO THE BOARD OF DIRECTORS AND IS REVIEWED, DISCUSSED, AND APPROVED. FORM 990, PAGE 6, PART VI, LINE 12C THE ORGANIZATION IS REQUIRED BY THE U.S. DEPARTMENT OF VETERANS AFFAIRS TO MONITOR ITS CONFLICT OF INTEREST POLICY THROUGH ANNUAL CONFLICT OF INTEREST AND ETHICS CERTIFICATIONS. FORM 990, PAGE 6, PART VI, LINE 15A THE ORGANIZATION HAS ONLY ONE COMPENSATED OFFICER, THE EXECUTIVE DIRECTOR. AN ANNUAL REVIEW OF ALL COMPENSATION FOR EMPLOYEES IS PERFORMED BY THE BOARD OF DIRECTORS. THE AMOUNT OF THE EXECUTIVE DIRECTOR'S SALARY THUS CALCULATED IS INCLUDED IN THE BUDGET WHICH IS APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATION'S FINANCIAL STATEMENTS ARE AVAILABLE FOR INSPECTION UPON WRITTEN REQUEST. THE ORGANIZATION DOES NOT GENERALLY MAKE ITS ORGANIZING DOCUMENTS OR CONFLICT OF INTEREST POLICY AVAILABLE TO THE GENERAL PUBLIC. FORM 990, PART IX, LINE 11G CONSULTING FEES 18,812 20,354 0 OTHER FEES 3,720 4,024 0 OUTSIDE STUDY FEES 1,865,276 0 0 PAYROLL PROCESSING FEES 4,623 5,003 0 RETIREMENT PROFESSIONAL FEES 961 1,040 0 TOTAL 1,893,392 30,421 0