2024-08-15T06:19:35-05:00 2023-12-31 042571780 AAFCPAS INC 50 WASHINGTON STREET WESTBOROUGH MA 01581 990 2023-01-01 043503931 CLINICAL DATA INTERCHANGE STANDARDS CONSORTIUM INC CLIN 5123635826 401 WEST 15TH STREET 520 AUSTIN TX 78701 CHRIS DECKER CURRENT CEO 5123635826 2024-08-13 1 1 CAITLIN LIMOGES CPA P01633588 5083669100 2024-08-13 2023 2024-08-08 14:25:15Z CHRIS DECKER 401 WEST 15TH STREET 520 AUSTIN TX 78701 9333128 0 X WWW.CDISC.ORG X 2000 MA THE CDISC MISSION IS TO DEVELOP AND SUPPORT GLOBAL, PLATFORM-INDEPENDENT DATA STANDARDS THAT ENABLE INFORMATION SYSTEM INTEROPERABILITY TO IMPROVE MEDICAL RESEARCH AND RELATED AREAS OF HEALTHCARE. 15 15 46 15 0 0 4130952 4791339 3935285 4513613 39306 28176 0 0 8105543 9333128 0 0 0 0 6108543 7106100 0 0 790477 3501472 4118679 9610015 11224779 -1504472 -1891651 5085701 3979569 1515408 2300927 3570293 1678642 X TO DEVELOP AND SUPPORT GLOBAL, PLATFORM-INDEPENDENT DATA STANDARDS THAT ENABLE INFORMATION SYSTEM INTEROPERABILITY TO IMPROVE MEDICAL RESEARCH AND RELATED AREAS OF HEALTHCARE. 0 0 5892541 123553 TECHNICAL - TO DATE, CDISC HAS DEVELOPED THERAPEUTIC AREA STANDARDS FOR OVER 44 DISEASE AREAS AND WE CONTINUE TO UPDATE AND EXPAND THESE STANDARDS WHEN POSSIBLE. IN 2023, CDISC CONTINUES TO DEVELOP SIGNIFICANT NEW VERSIONS OF THE CDISC FOUNDATIONAL STANDARDS (SEND, CDASH, SDTM, SDTMIG, ADAM, CONTROLLED TERMINOLOGY AND DATA EXCHANGE STANDARDS). THE TRIAL MASTER FILE REFERENCE MODEL (TMF RM) STANDARD HAS BECAME PART OF THE CDISC SUITE OF STANDARDS.CDISC RELEASED SEVERAL UPDATES TO THE CDISC LIBRARY TO ADD NEW FEATURES AS WELL AS NEW VERSIONS OF THE STANDARDS. CDISC CORE RULE ENGINE AND RULE EDITOR SOFTWARE HAS RELEASED AS OPEN SOURCE AND THE TEAM CONTINUES TO MAKE PROGRESS. FOR THE CDISC THE DIGITAL DATA FLOW PROJECT WE REALEASED A REFERENCE ARCHITECTURE AS A STANDARD AND ARE WORKING ON VERSION 3. CDISC CONTINUES TO RUN NUMEROUS HACKATHONS AND WORKSHOPS TO PROMOTE, SUPPORT, AND SOMETIMES SPONSOR OPEN-SOURCE SOFTWARE FOCUSED ON IMPLEMENTING OR DEVELOPING THE CDISC STANDARDS TO DRIVE INNOVATION. 1126904 1249309 EDUCATION - IN 2023, CDISC EDUCATION HELD THE MOST LIVE ON-LINE TRAINING EVENTS IN PROGRAM HISTORY WITH OVER 130 VIRTUAL TRAINING EVENTS LED THROUGHOUT THE YEAR AND OVER 1200 VIRTUAL ATTENDEES. THE EDUCATION TEAM MIGRATED TO A NEW E-COMMERCE SYSTEM AND UPGRADED THE CDISC LEARNING SYSTEM TO THE LATEST VERSION FOR THE FIRST TIME SINCE 2018, ALLOWING FOR EASIER ACCESS AND NEW LEARNING TOOLS FOR THE CDISC COMMUNITY. 861807 1122397 EVENTS - CDISC HOSTED THREE VIRTUAL AND ONE IN-PERSON CONFERENCE IN 2023. THESE CONFERENCES WERE "INTERCHANGES," INDIVIDUALLY FOCUSED ON EUROPE, JAPAN, CHINA AND UNITED STATES MARKETS. THE EVENTS PROMOTED RECENT ADVANCEMENTS BY CDISC STANDARDS TEAMS, CDISC MEMBERS AND INDEPENDENT DEVELOPERS. ATTENDEES CAME FROM VARIOUS ORGANIZATIONS IN PHARMACEUTICAL, CRO, TECHNOLOGY, ACADEMIC AND BIOTECH SECTORS. CDISC ALSO SUPPORTED NON-CDISC EVENTS THROUGHOUT THE YEAR TO FURTHER PROMOTE THE AIMS OF THE ORGANIZATION TO THE BROADER CLINICAL RESEARCH COMMUNITY. 499828 2018354 PARTNERSHIPS & COLLABORATION - CDISC HAS OVER 530 ACTIVE MEMBERORGANIZATIONS. OUR MEMBERS' SUPPORT ENSURES THAT THE CDISC STANDARDSREMAIN OPEN AND FREE. MEMBERSHIP DUES ALLOW CDISC TO ACCOMPLISH THEPROGRAM SERVICES MENTIONED ABOVE. CDISC ALSO WORKS CLOSELY WITHREGULATORS AROUND THE WORLD TO ENSURE THAT CDISC STANDARDS FACILITATETHE E-SUBMISSION REVIEW PROCESS AND SUPPORT THE APPROVAL OF NEW CURESAND TREATMENTS. 499828 2018354 8381080 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 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 1 1 1 0 0 1 30 0 1 46 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 15 15 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA AL AK CA CO CT FL GA HI IL KS KY MD MI MN MS NV NH NJ NM NY NC ND OH OR PA RI SC TN UT VA WA WV WI DC ME MO OK AR LA X X WENDY LAXTON 5123635826 401 WEST 15TH STREET AUSTIN TX 78701 ERIK PULKSTENIS CHAIR 2.00 X X 0 0 0 CHRIS DECKER CHAIR-ELECT 2.00 X X 0 0 0 PAM HOWARD PAST-CHAIR 2.00 X X 0 0 0 CHRISTINA REITH DIRECTOR 2.00 X 0 0 0 MIHOKO OKADA DIRECTOR 2.00 X 0 0 0 WENJUN BAO DIRECTOR 2.00 X 0 0 0 JONATHAN CHAINEY DIRECTOR 2.00 X 0 0 0 KAREN CURRAN DIRECTOR 2.00 X 0 0 0 DAVID HARDISON DIRECTOR 2.00 X 0 0 0 BROOKE HINKSON DIRECTOR 2.00 X 0 0 0 PANDU KULKARNI DIRECTOR 2.00 X 0 0 0 DOMINIC LABRIOLA DIRECTOR 2.00 X 0 0 0 LISA LIN DIRECTOR 2.00 X 0 0 0 HIROSHI MASUMOTO DIRECTOR 2.00 X 0 0 0 RHONA O'DONNELL DIRECTOR 2.00 X 0 0 0 DAVID E EVANS PRESIDENT & CEO 40.00 X 423735 0 48571 RHONDA FACILE VP, DEVELOPMENT & PARTNERSHIPS 40.00 X 238070 0 39733 SHEILA LEAMAN VP GLOBAL RELATIONS 40.00 X 238070 0 42575 SAM HUME VP DATA SCIENCE 40.00 X 229556 0 40536 PETER VAN REUSEL CHIEF STANDARDS OFFICER 40.00 X 302748 0 0 CHARLES SHADLE HEAD OF DATA SCIENCE OPERATIONS 40.00 X 187581 0 16630 AMY PALMER HEAD OF STANDARDS DEVELOPMENT 40.00 X 174463 0 23595 BESS LEROY NIETO HEAD OF STANDARDS DEVELOPMENT 40.00 X 176755 0 28522 CHRISTINE CONNOLLY HEAD OF STANDARDS PROJECTS 40.00 X 176755 0 15531 2147733 0 255693 46 0 1 0 DATA4KNOWLEDGE APS GENTOFTE COPENHAGEN DA 2820 STANDARDS DEVELOPMENT CONSULTING SERVICE 314631 ECLIPSE DATABASE CONSULTANTS 10 MILLERS WHARF RODE HEALTH CHESHIRE UK ST73QD STANDARDS DEVELOPMENT CONSULTING SERVICE 197588 LEX JANSEN CONSLTING LLC 221 RAYMOND BLVD PARSIPPANY NJ 07054 STANDARDS DEVELOPMENT CONSULTING SERVICE 165130 POUR OVER PRODUCTIONS 4903 CLOVER PINE DRIVE GREENVILLE IN 47124 STANDARDS DEVELOPMENT CONSULTING SERVICE 141213 ACCURATE SYSTEMS 1 BOYTONS ACRE SAFFRON WALDEN ESSEX UK CB11 4FS STANDARDS DEVELOPMENT CONSULTING SERVICE 131581 6 2952817 448785 1389737 4791339 P'SHIP & COLLABORATION 541512 1968544 1968544 EDUCATION COURSES 541512 1249309 1249309 CONFERENCE REVENUE 541512 1122397 1122397 TECHNICAL PROJECTS 541512 123553 123553 ODM DATA COLLECTION 541512 49810 49810 4513613 28176 28176 9333128 4513613 0 28176 X 1300846 562179 472306 266361 4696761 3727272 800024 169465 191736 179491 12245 498370 280007 170263 48100 418387 301210 86924 30253 2500 2500 65905 65905 2181080 1774410 195150 211520 63762 4249 57798 1715 221813 149483 53042 19288 135054 70956 44076 20022 166224 156753 7540 1931 14058 14058 31129 21472 6886 2771 EVENTS 587708 580692 1884 5132 INSTRUCTION 466156 466156 MISCELLANEOUS 149368 106750 28699 13919 TRAININGS 19185 19185 14737 14737 11224779 8381080 2053222 790477 491040 1219676 2340943 1163483 656782 62590 494864 505090 212697 130625 213806 161050 62225 52756 827150 845349 5085701 3979569 578684 868188 886724 1332739 50000 100000 1515408 2300927 X 3466220 1678642 104073 0 3570293 1678642 5085701 3979569 -1891651 0 X X 0 1 X 1 0 X 6130091 4128054 3571494 3930952 4791339 22551930 4184781 2587548 3398409 3935285 4513613 18619636 10314872 6715602 6969903 7866237 9304952 41171566 0 0 0 41171566 74179 245443 4025 39306 28176 391129 74179 245443 4025 39306 28176 391129 10389051 6961045 6973928 7905543 9333128 41562695 0.99060 0.99060 0.00940 0.00940 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 165812 115929 49883 7994 5121 2873 40000 40000 0 52756 DEFERRED COMPENSATION 100000 100000 X 10186868 853740 853740 9333128 0 9333128 12078519 853740 853740 11224779 0 11224779 PART X, LINE 2: CDISC ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES IN ACCORDANCE WITH ASC TOPIC, INCOME TAXES. THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE CONSOLIDATED FINANCIAL STATEMENTS REGARDING A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. CDISC HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS WHICH QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS AT DECEMBER 31, 2023. CDISC'S INFORMATION RETURNS ARE SUBJECT TO EXAMINATION BY THE FEDERAL AND STATE JURISDICTIONS. EUROPE 0 8 PROGRAM SERVICE STANDARDS DEVELOPMENT 1072415 NORTH AMERICA 0 1 PROGRAM SERVICE STANDARDS DEVELOPMENT 57288 EUROPE 0 1 PROGRAM SERVICE PROJECT MANAGEMENT 86745 EAST ASIA AND THE PACIFIC 0 13 PROGRAM SERVICE TRAINING 24147 EUROPE 0 9 PROGRAM SERVICE TRAINING 88489 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICE INTERCHANGE 79758 EUROPE 0 0 PROGRAM SERVICE INTERCHANGE 158068 EUROPE 0 0 PROGRAM SERVICE FINANCE & ACCOUNTING 15722 0 32 0 0 0 32 1582632 0 1582632 0 0 0 0 0 0 X X X X 0 0 0 1 0 0 0 0 0 DAVID E EVANS PRESIDENT & CEO 354835 0 68900 0 0 0 19800 0 28771 0 472306 0 0 0 PETER VAN REUSEL CHIEF STANDARDS OFFICER 255361 0 47387 0 0 0 0 0 0 0 302748 0 0 0 SHEILA LEAMAN VP GLOBAL RELATIONS 200070 0 38000 0 0 0 14284 0 28291 0 280645 0 0 0 RHONDA FACILE VP, DEVELOPMENT & PARTNERSHIPS 200070 0 38000 0 0 0 11400 0 28333 0 277803 0 0 0 SAM HUME VP DATA SCIENCE 190970 0 38586 0 0 0 12189 0 28347 0 270092 0 0 0 BESS LEROY NIETO HEAD OF STANDARDS DEVELOPMENT 161385 0 15370 0 0 0 9013 0 19509 0 205277 0 0 0 CHARLES SHADLE HEAD OF DATA SCIENCE OPERATIONS 172211 0 15370 0 0 0 11471 0 5159 0 204211 0 0 0 AMY PALMER HEAD OF STANDARDS DEVELOPMENT 159093 0 15370 0 0 0 10468 0 13127 0 198058 0 0 0 CHRISTINE CONNOLLY HEAD OF STANDARDS PROJECTS 161385 0 15370 0 0 0 10821 0 4710 0 192286 0 0 0 PART I, LINE 5 THE ORGANIZATION HAS A THREE-YEAR AGREEMENT WITH DAVID EVANS, CEO, FOR PERFORMANCE-BASED BONUSES BASED ON THE FINANCIAL CONDITION OF THE ORGANIZATION, AS DEFINED IN THE CONTRACT. THE BONUSES WILL BE PAID IN 2024 AT THE CONCLUSION OF THE 2023 AUDIT. AS OF DECEMBER 31, 2023, THE ORGANIZATION HAS RECOGNIZED $100,000 UNDER THIS AGREEMENT, WHICH IS REFLECTED AS DEFERRED COMPENSATION. FORM 990, PART VI, SECTION A, LINE 7A THE COMPANY'S PLATINUM MEMBERS HAVE A SEAT ON THE COMPANY'S ADVISORY COUNCIL, WHICH GETS TO ELECT ONE BOARD MEMBER EVERY YEAR. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY THE FINANCIAL OVERSIGHT COMMITTEE AND MADE AVAILABLE TO THE BOARD OF DIRECTORS FOR REVIEW BEFORE THE RETURN IS FILED. FORM 990, PART VI, SECTION B, LINE 12C ALL NEW BOARD MEMBERS BENEFIT FROM AN ONBOARDING TRAINING, WHICH TOUCHES ON THEIR VARIOUS ROLES AND RESPONSIBILITIES. THIS INCLUDES REVIEWING THE CONCEPT OF FIDUCIARY DUTIES AND THE REQUIREMENT THAT THEY DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST THAT THEY MAY HAVE. ALL BOARD MEMBERS, OFFICERS, AND KEY EMPLOYEES ARE REQUESTED TO REVIEW THE ETHICS AND CONFLICT OF INTEREST POLICY AT LEAST ANNUALLY. TO ENSURE THIS ACTUALLY TAKES PLACE, THEY ARE REQUIRED TO SIGN EVERY YEAR AN ACKNOWLEDGMENT THAT THEY HAVE READ IT AND AGREE TO COMPLY WITH ITS PROVISIONS. IN ADDITION, UPON JOINING THEY MUST DISCLOSE ANY CONFLICT OF INTEREST THAT THEY MAY HAVE. EVERY YEAR THEREAFTER, THEY ARE REQUIRED TO UPDATE THAT DISCLOSURE. FORM 990, PART VI, SECTION B, LINE 15 THE BASE COMPENSATION FOR THE CEO IS DETERMINED BASED ON THIRD-PARTY INDUSTRY SURVEYS, SIMILAR ORGANIZATIONS' 990 DATA, AND PAST COMPENSATION OF THE CEO. THE COMPENSATION IS REVIEWED EVERY YEAR. AN INCREASE MAY BE RECOMMENDED BY THE EXECUTIVE COMMITTEE (TASKED WITH OVERSEEING EXECUTIVE COMPENSATION), BASED ON THE ORGANIZATION'S PERFORMANCE AND MARKET INFORMATION. THE ANNUAL BONUS AMOUNT IS DETERMINED TAKING INTO ACCOUNT CRITERIA USED ACROSS THE ORGANIZATION. THE EXECUTIVE COMMITTEE MAKES A RECOMMENDATION REGARDING THE FINAL BONUS AMOUNT. BOTH THE ANNUAL INCREASE (IF ANY) OF THE BASE COMPENSATION AND THE ANNUAL BONUS ARE APPROVED BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 ALL POLICIES AND GOVERNING DOCUMENTS ARE AVAILABLE ON THE CDISC WEBSITE. FORM 990, PART IX, LINE 11G DATA STANDARD CONSULTING: PROGRAM SERVICE EXPENSES 1,739,594. MANAGEMENT AND GENERAL EXPENSES 185,033. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,924,627. PAYROLL SERVICES: PROGRAM SERVICE EXPENSES 34,816. MANAGEMENT AND GENERAL EXPENSES 10,117. FUNDRAISING EXPENSES 211,520. TOTAL EXPENSES 256,453. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS NOT CHANGED ITS PROCESS FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. CDISC EUROPE FOUNDATION SOUTH CENTER TITANIUM 4TH FLOOR MARCEL BROODTHAERS SQUARE BRUXELLES BE 837718228 RESEARCH BE CLINICAL DATA INTERCHANGE STANDARDS CONSORTIUM 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 CDISC EUROPE FOUNDATION D 290000 FAIR VALUE CDISC EUROPE FOUNDATION B 149862 FAIR VALUE