2024-02-14T16:33:29-06:00 2022-12-31 042442519 EDELSTEIN & COMPANY LLP 160 FEDERAL STREET 9TH FLOOR BOSTON MA 02110 990 2022-01-01 814368586 VIVLI INC VIVL 9788044980 311 101 MIDDLESEX TURNPIKE 6 BURLINGTON MA 01803 REBECCA LI EXECUTIVE DIRECTOR/DIRECTOR 9788044980 2024-02-14 1 REBECCA LI 999009999 0 EUGENE BORGONZI P01269879 6172276161 2024-02-14 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X REBECCA LI 311 101 MIDDLESEX TURNPIKE 6 BURLINGTON MA 01803 5206066 0 X HTTPS://VIVLI.ORG X 2016 MA TO PROMOTE, COORDINATE, AND FACILITATE SCIENTIFIC SHARING AND REUSE OF CLINICAL RESEARCH DATA THROUGH THE CREATION AND IMPLEMENTATION OF A SUSTAINABLE GLOBAL DATA-SHARING ENTERPRISE 6 4 13 0 0 0 4010527 2561178 2019294 2638229 351 6659 0 0 6030172 5206066 0 0 0 0 874793 1108165 0 0 144801 2021166 2923065 2895959 4031230 3134213 1174836 8179983 9263321 1404823 1308270 6775160 7955051 TO PROMOTE, COORDINATE, AND FACILITATE SCIENTIFIC SHARING AND REUSE OF CLINICAL RESEARCH DATA THROUGH THE CREATION AND IMPLEMENTATION OF A SUSTAINABLE GLOBAL DATA-SHARING ENTERPRISE 0 0 3570583 0 2638229 THE ORGANIZATION HAS ESTABLISHED AND LAUNCHED AN INDEPENDENT DATA REPOSITORY ANALYTICS PLATFORM AND AN IN-DEPTH SEARCH ENGINE THROUGH WHICH INDIVIDUAL PARTICIPANT-LEVEL DATA (IPD) AND METADATA FROM CLINICAL TRIALS CONDUCTED BY RESEARCHERS IN ACADEMIA, INDUSTRY, FOUNDATION, AND NON-PROFIT ENTITIES CAN BE IDENTIFIED, HOSTED, SHARED, AND ANALYZED. THE ORGANIZATION DERIVES ITS PRIMARY REVENUE FROM SUBSCRIPTION FEES AND ALSO IS SUPPORTED FROM GRANTS AND CONTRIBUTIONS FROM MEMBERS AND PRIVATE FOUNDATIONS. 3570583 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 5 0 13 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 4 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 0 0 MA X REBECCA LI 9788044980 311 101 MIDDLESEX TURNPIKE STE 6 BURLINGTON MA 01803 BARBARA BIERER DIRECTOR 1.00 X 0 0 0 REBECCA LI EXEC. DIR/CLERK/DIRECTOR 40.00 X X 266931 0 13596 MICHAEL STEBBINS BOARD CHAIR/DIRECTOR 1.00 X X 0 0 0 MURRAY STEWART TREASURER/DIRECTOR 1.00 X X 0 0 0 ERIC PERAKSLIS DIRECTOR (RESIGNED 8/2022) 1.00 X 0 0 0 JUSTIN MCCARTHY DIRECTOR 1.00 X 0 0 0 IDA SIM DIRECTOR/CONSULTANT 1.00 X 45000 0 0 JULIE WOOD SENIOR DIRECTOR OF STRATEGY & OPERATIONS 40.00 X 180682 0 10018 STANLEY NEUMANN DIRECTOR OF TECHNICAL OPER 40.00 X 170906 0 36277 IRENE TROUPANSKY SENIOR SOFTWARE ARCHITECT 40.00 X 164528 0 8748 828047 0 68639 4 0 1 0 INSIGHT DIRECT USA 9 GALEN ST 300 WATERTOWN MA 02472 SOFTWARE PLATFORM DEVELOPMENT AND SUPPOR 1695227 BARRINGTON WRIGHT ASSOCIATES INC 5 BRINY WAY ROCKPORT MA 01966 ACCOUNTING & FINANCIAL MANAGEMENT 137685 2 2561178 2561178 MEMBERSHIP DUES 900099 2266891 2266891 MEMBERSHIP SERVICE FEE 900099 370983 370983 OTHER USER FEES 900099 355 355 2638229 6659 6659 5206066 2638229 0 6659 294466 165094 67846 61526 655507 611081 8335 36091 27839 26006 418 1415 71511 58606 5579 7326 58842 48485 4561 5796 218240 218240 212314 212314 24785 15364 9421 21376 19015 1030 1331 1099824 1099824 15082 6033 1508 7541 1221510 1215670 596 5244 11334 9219 922 1193 DATA LICENSES 75244 61204 6123 7917 RECRUITING EXPENSE 23356 22668 688 4031230 3570583 315846 144801 1242654 1230224 1688148 1699642 1259545 1269226 77398 284742 35606 56076 26052 15956 8526 10096 3868106 4713315 8179983 9263321 742655 649149 662168 659121 1404823 1308270 X 5579262 7557922 1195898 397129 6775160 7955051 8179983 9263321 X 1174836 4985 70 X 0 1 X 0 0 X 1900000 809832 1415135 4010527 2561178 10696672 1900000 809832 1415135 4010527 2561178 10696672 4987965 5708707 4549 11911 1485 351 6659 24955 10721627 6760626 0.53240 0.37880 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 26052 15956 10096 10096 5328594 4985 117473 70 122528 5206066 0 5206066 4148703 117473 117473 4031230 0 4031230 PART XI, LINE 2D - OTHER ADJUSTMENTS: REFUND OF MASSACHUSETTS PAYROLL TAXES 70. EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 PROGRAM SERVICES PAYMENTS TO INDEPENDENT CONTRACTORS TO PERFORM THE FOLLOWING:1) SOFTWARE PLATFORM QUALITY CONTROL SERVICES; 2) TO HAVE AN INDEPENDENT REVIEW PANEL EVALUATE REQUESTS FOR CLINICAL DATA STUDIES; 3) VENDOR RISK MANAGEMENT & ANNUAL LICENSE FEE TO MINT ID NUMBERS FOR MEMBER DATA STUDIES 85220 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 3 PAYMENTS TO EXTERNAL ADVISORY COMMITTEE MEMBERS N/A 6500 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 1 PAYMENTS TO EXTERNAL ADVISORY COMMITTEE MEMBERS N/A 1500 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 FUNDRAISING N/A EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 0 FUNDRAISING N/A EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 1 SALARY & BENEFITS PAID TO FOREIGN EMPLOYEE WHO SPENDS 100% OF TIME IN THIS REGION N/A 137492 SUB-SAHARAN AFRICA 0 2 PAYMENTS TO EXTERNAL ADVISORY COMMITTEE MEMBERS N/A 4000 EAST ASIA AND THE PACIFIC 0 1 PAYMENTS TO EXTERNAL ADVISORY COMMITTEE MEMBERS N/A 5000 0 8 0 0 0 8 239712 0 239712 1 0 0 0 0 0 PART I, LINE 3: ACCURAL METHOD OF ACCOUNTING WAS USED TO ACCOUNT FOR EXPENDITURES PART III ACCOUNTING METHOD: FORM 990, SCHEDULE F, PART IV, LINE 1 THE ORGANIZATION PAID FOREIGN CORPORATIONS FOR SERVICES PROVIDED TO THE ORGANIZATION. SINCE THE ORGANIZATION DID TRANSFER PROPERTY TO A FOREIGN CORPORATION, IT CHECKED LINE 1 "YES", HOWEVER IT DID NOT RECEIVE AN OWNERSHIP INTEREST IN THESE CORPORATIONS, SO THEREFORE, A FORM 926 IS NOT REQUIRED. FORM 990, SCHEDULE F, PART I, LINE 3 THE ORGANIZATION RECEIVED CONTRIBUTIONS FROM ENTITIES IN THE EUROPE & EAST ASIA REGIONS, HOWEVER, IT DID NOT EXPEND ANY MONEY IN THAT REGION TO OBTAIN THE CONTRIBUTIONS. THE DONORS WERE REPORTED ON SCHEDULE B IN ACCORDANCE WITH IRS REGULATIONS. X X 0 0 0 0 0 0 0 0 0 REBECCA LI EXEC. DIR/CLERK/DIRECTOR 266157 0 0 0 774 0 10677 0 2919 0 280527 0 0 0 STANLEY NEUMANN DIRECTOR OF TECHNICAL OPER 166297 0 0 0 4609 0 0 0 36277 0 207183 0 0 0 JULIE WOOD SENIOR DIRECTOR OF STRATEGY & OPERAT 179231 0 0 0 1451 0 7227 0 2791 0 190700 0 0 0 IRENE TROUPANSKY SENIOR SOFTWARE ARCHITECT 162432 0 0 0 2096 0 5169 0 3579 0 173276 0 0 0 IDA SIM DIRECTOR OF THE ORGANIZATION 45000 INDEPENDENT CONTRACTOR ARRANGEMENT FOR TECHNICAL SERVICES 0 FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. ALL MATTERS ARE ACTED UPON BY THE FULL BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR, TREASURER AND CONTRACTED CFO. THE EXECUTIVE DIRECTOR WILL THEN RECOMMEND THAT THE BOARD APPROVE THE 990. ONCE APPROVED, IT WILL BE FILED. FORM 990, PART VI, SECTION B, LINE 12C ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST BETWEEN AN EMPLOYEE OF VIVLI AND A COMPETITOR, SUPPLIER, DISTRIBUTOR, OR CONTRACTOR TO VIVLI, MUST BE DISCLOSED BY THE EMPLOYEE TO THEIR MANAGER. IF AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST IS DETERMINED TO EXIST, VIVLI WILL TAKE SUCH STEPS AS IT DEEMS NECESSARY TO REDUCE OR ELIMINATE THIS CONFLICT. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE DIRECTOR'S COMPENSATION IS COMMENSURATE WITH SIMILAR POSITIONS AT NON-PROFIT SCIENCE ORGANIZATIONS REQUIRING ADVANCED DEGREES AND WORK EXPERIENCE. WHILE THE VIVLI BOARD DID NOT FORMALLY DOCUMENT COMPARABILITY DATA FOR THE POSITION. THE BOARD HAS SUBSTANTIAL FAMILIARITY WITH COMPENSATION FOR SIMILAR POSITIONS, REVIEWS COMPARATIVE COMPENSATION ON AN ONGOING BASIS, AND ARE CONFIDENT THAT THE PACKAGE IS APPROPRIATE AND COMPARABLE TO SIMILAR POSITIONS AT OTHER NON-PROFIT ENTITIES. THE PROCESS FOR APPROVAL WAS DISCUSSED WITH MURRAY STEWART WHO IS TREASURER AND DIRECTOR ON THE BOARD OF VIVLI AND WAS SUPPORTED BY THE CHAIR AND THE BOARD OF VIVLI FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE OPEN TO PUBLIC INSPECTION UPON REQUEST. FORM 990, PART XI, LINE 9: REFUND OF MASSACHUSETTS PAYROLL TAXES 70. FORM 990, PART V, LINE 2A & PART VII, LINE 1A THE ORGANIZATION HAD 13 EMPLOYEES WHO WERE PAID BY A PROFESSIONAL EMPLOYER ORGANIZATION (PEO) FOR THE CALENDAR YEAR ENDED DECEMBER 31, 2022. THE PEO FILED PAYROLL TAX RETURNS AND W-2'S FOR THIS ORGANIZATION UNDER ITS OWN EMPLOYER IDENTIFICATION NUMBER AND IS THE EMPLOYER OF RECORD FOR TAX PURPOSES.