2025-09-10T16:32:27-05:00 2024-12-31 470625816 LUTZ AND COMPANY PC 13616 CALIFORNIA ST STE 300 OMAHA NE 681545336 990 2024-01-01 841363353 FOUNDATION FOR THE ACCREDITATION OF CELLULAR THERAPY FOUN 4029207003 6901 DODGE ST SUITE 207 OMAHA NE 68132 LINDA MILLER MPA CEO 4029207003 2025-09-10 1 0 DANIEL SWEENEY JD LLM P02009973 4024968800 2025-09-10 2024 2025-03-06 01:10:19Z LINDA MILLER MPA 6901 DODGE ST SUITE 207 OMAHA NE 68132 7178506 0 X WWW.FACTGLOBAL.ORG X 1996 CO FACT IS A NON-PROFIT CORPORATION FOUNDED TO IMPROVE THE QUALITY OF CELLULAR THERAPY THROUGH PEER-DEVELOPED STANDARDS, EDUCATION AND ACCREDITATION FOR THE BENEFIT OF PATIENTS. 20 18 35 487 0 0 30000 500000 5431560 6666377 14187 12129 0 0 5475747 7178506 0 0 0 0 0 0 0 0 0 4962781 6341397 4962781 6341397 512966 837109 2915569 3752677 0 0 2915569 3752677 X FACT IS A NON-PROFIT CORPORATION FOUNDED TO IMPROVE THE QUALITY OF CELLULAR THERAPY THROUGH PEER-DEVELOPED STANDARDS, EDUCATION AND ACCREDITATION FOR THE BENEFIT OF PATIENTS. 0 0 2764178 5991537 ACCREDITATION - THE ORGANIZATION ADMINISTERS THE ACCREDITATION PROCESS FOR CELLULAR THERAPY PROGRAMS AND CORD BLOOD BANKS AT RESEARCH AND MEDICAL INSTITUTIONS THAT DESIRE TO OBTAIN THE ACCREDITATION DESIGNATION FOR THEIR PROGRAMS. 362160 196306 TRAINING & EDUCATION - THE ORGANIZATION PROVIDES FEE-BASED TRAINING AND EDUCATION FOR ACCREDITED PROGRAMS TO ASSIST THEM IN KEEPING UP-TO-DATE WITH NEW AND REVISED STANDARDS FOR THEIR PROGRAMS. THIS MAY INCLUDE SEMINARS AND DISTANCE LEARNING FOR ACCREDITED PROGRAMS. TO AID PROGRAMS IN EMERGING ECONOMIES, EDUCATIONAL SESSIONS ARE PROVIDED AT NO EXPENSE. TRAINING AND EDUCATION IS ALSO PROVIDED TO FACT'S INSPECTORS AT NO COST TO THE VOLUNTEERS. 157796 6150 STANDARDS DEVELOPMENT - THE ORGANIZATION RESEARCHES AND DEVELOPS THE APPROPRIATE STANDARDS FOR DESIGNATED PROGRAMS TO ENSURE THAT ALL ACCREDITED CELLULAR THERAPY PROGRAMS AND CORD BLOOD BANKS ARE ADHERING TO RIGOROUS STANDARDS. THE ORGANIZATION IS VESTED IN ASSISTING PROGRAMS WITH PROVIDING THE HIGHEST STANDARD OF CARE IN THE FIELD OF CELLULAR THERAPY, WHICH IS INCORPORATED INTO THE DEVELOPED STANDARDS. 282808 472384 FACT CONSULTING SERVICES 282808 472384 3566942 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 8 0 1 35 1 0 0 0 0 0 0 0 0 0 0 X 20 18 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X LINDA MILLER MPA 4029207003 6901 DODGE ST OMAHA NE 68132 ABBA ZUBAIR MD BOARD MEMBER 0.25 X 0 0 0 ALAN BALCH PHD BOARD MEMBER 0.25 X 0 0 0 C FRED LEMAISTRE MD PAST PRESIDENT 1.25 X X 0 0 0 CARLOS BACHIER MD SECRETARY 1.25 X X 0 0 0 CARLOS RAMOS MD TREASURER 1.25 X X 0 0 0 CATHERINE BOLLARD MD PRESIDENT 1.25 X X 0 0 0 DANIEL COURIEL MD BOARD MEMBER 0.25 X 0 0 0 DAVID SCHMAHL CHIEF EXEC OFFICER 40.00 X X 238095 0 0 ELIZABETH SHPALL MD VICE PRESIDENT 1.25 X X 0 0 0 ENEIDA NEMECEK MD BOARD MEMBER 0.25 X 0 0 0 HUY PHAM MD BOARD MEMBER 0.25 X 0 0 0 LINDA MILLER MPA CHIEF OPER OFFICER 50.00 X X 238038 0 0 MARY GRABLE MCLEOD BOARD MEMBER 0.25 X 0 0 0 NADIM MAHMUD MD BOARD MEMBER 0.25 X 0 0 0 NAVNEET MAJHAIL MD BOARD MEMBER 0.25 X 0 0 0 NICOLE PROKOPISHYN STANDARDS CHAIR 1.25 X 0 0 0 PATRICK HANLEY PHD BOARD MEMBER 0.25 X 0 0 0 PHILLIP JOHNSON BOARD MEMBER 0.25 X 0 0 0 PHYLLIS WARKENTIN MD CHIEF MED OFFICER 50.00 X X 347558 0 0 SERGIO GIRALT MD BOARD MEMBER 0.25 X 0 0 0 WANXING CUI MD PHD BOARD MEMBER 0.25 X 0 0 0 ALISA FORSYTHE DIRECTOR OF TECHNOLOGY SER 40.00 X 130780 0 0 JOSEPH SCHWARTZ SENIOR MEDICAL OFFICER 40.00 X 263000 0 0 1217471 0 0 5 0 1 0 0 500000 500000 ACCREDITATION FEE 541900 5991537 5991537 CONSULTING SERVICES 541900 472384 472384 TRAINING WORKSHOPS 611600 196306 196306 PUBLICATION SALES 513190 6150 6150 6666377 12129 12129 7178506 6666377 0 12129 37660 37660 14076 14076 282808 282808 33658 33658 155228 155228 674531 674531 87989 87989 494363 494363 183719 127846 55873 21287 21287 LEASED EMPLOYEE EXPENSE 4112996 1467437 2645559 WORKSHOP & WEBINAR EXPE 191551 191551 OFFICE EQUIPMENT 21406 21406 STANDARDS COMMITTEE 15351 15351 14774 14774 6341397 3566942 2774455 0 2915569 3752677 2915569 3752677 0 0 X 2915569 3752677 2915569 3752677 2915569 3752677 837109 0 X X 0 1 X 1 0 X 39240 10800 1900 30000 500000 581940 3300598 3560337 4715700 5431560 6666377 23674572 3339838 3571137 4717600 5461560 7166377 24256512 0 0 0 24256512 1121 343 1451 14187 12129 29231 1121 343 1451 14187 12129 29231 3340959 3571480 4719051 5475747 7178506 24285743 0.99880 0.99910 0.00120 0.00090 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 7219371 40866 40866 7178505 0 7178505 6339534 -1863 -1863 6341397 0 6341397 PART X, LINE 2: THE FOUNDATION FOLLOWS THE PROVISIONS OF FASB CODIFICATION TOPIC 740-10 RELATED TO UNCERTAIN INCOME TAX POSITIONS. MANAGEMENT BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN POSITIONS THAT ARE MATERIAL TO THE CONSOLIDATED FINANCIAL STATEMENTS. THE FOUNDATION'S FEDERAL RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX IS SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER IT WAS FILED. PART XI, LINE 2D - OTHER ADJUSTMENTS: CASH TO ACCRUAL ADJUSTMENTS 40,866. PART XII, LINE 2D - OTHER ADJUSTMENTS: CASH TO ACCRUAL ADJUSTMENTS -1,863. ABU DHABI PROGRAM SERVICES ACCREDITATION 9913 AUSTRALIA PROGRAM SERVICES ACCREDITATION 209225 BELGIUM PROGRAM SERVICES ACCREDITATION 56724 BRAZIL PROGRAM SERVICES ACCREDITATION 56405 CANADA PROGRAM SERVICES ACCREDITATION 441117 CHILE PROGRAM SERVICES ACCREDITATION 550 CHINA PROGRAM SERVICES ACCREDITATION 12625 CROATIA PROGRAM SERVICES ACCREDITATION CYPRUS PROGRAM SERVICES ACCREDITATION 11965 FRANCE PROGRAM SERVICES ACCREDITATION GERMANY PROGRAM SERVICES ACCREDITATION 31605 GREECE PROGRAM SERVICES ACCREDITATION 30376 HONG KONG PROGRAM SERVICES ACCREDITATION 24510 INDIA PROGRAM SERVICES ACCREDITATION 19740 ISRAEL PROGRAM SERVICES ACCREDITATION 11330 ITALY PROGRAM SERVICES ACCREDITATION 58010 JAPAN PROGRAM SERVICES ACCREDITATION 650 JORDAN PROGRAM SERVICES ACCREDITATION 1270 MEXICO PROGRAM SERVICES ACCREDITATION 6590 NETHERLANDS PROGRAM SERVICES ACCREDITATION 11000 NEW ZEALAND PROGRAM SERVICES ACCREDITATION 31038 PAKISTAN PROGRAM SERVICES ACCREDITATION 540 PORTUGAL PROGRAM SERVICES ACCREDITATION 250 PUERTO RICO PROGRAM SERVICES ACCREDITATION 24110 SAN MARINO PROGRAM SERVICES ACCREDITATION 24362 SAUDI ARABIA PROGRAM SERVICES ACCREDITATION 31756 SINGAPORE PROGRAM SERVICES ACCREDITATION 131078 SPAIN PROGRAM SERVICES ACCREDITATION 62766 SWEDEN PROGRAM SERVICES ACCREDITATION 11315 SWITZERLAND PROGRAM SERVICES ACCREDITATION 22640 TAIWAN PROGRAM SERVICES ACCREDITATION 11370 TURKEY PROGRAM SERVICES ACCREDITATION 11328 UNITED KINGDOM PROGRAM SERVICES ACCREDITATION 31095 0 0 0 0 0 0 786559 600694 1387253 0 0 0 0 0 1 X 0 0 0 0 0 0 0 0 0 PHYLLIS WARKENTIN MD CHIEF MED OFFICER 347558 0 0 0 0 0 0 0 0 0 347558 0 0 0 JOSEPH SCHWARTZ SENIOR MEDICAL OFFICER 263000 0 0 0 0 0 0 0 0 0 263000 0 0 0 DAVID SCHMAHL CHIEF EXEC OFFICER 238095 0 0 0 0 0 0 0 0 0 238095 0 0 0 LINDA MILLER MPA CHIEF OPER OFFICER 238038 0 0 0 0 0 0 0 0 0 238038 0 0 0 FORM 990, PART VI, SECTION A, LINE 7A ORGANIZATION HAS PRINCIPAL MEMBERS ELIGIBLE TO APPOINT MEMBERS TO THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B LINE 11B EXPLANATION - FORM 990 REVIEW PROCESS - THE CHIEF EXECUTIVE OFFICER PREPARES THE FORM 990 IN CONJUNCTION WITH THE TAX PREPARER. THE FORM 990 IS REVIEWED BY THE FACT TREASURER AND SIGNED BY THE FACT CHIEF EXECUTIVE OFFICER. THE FORM 990 IS ALSO REVIEWED BY THE AUDIT COMMITTEE AND PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EXPLANATION OF MONITORING AND ENFORCEMENT OF CONFLICTS - FACT POLICY 2.1.002 REQUIRES ALL MEMBERS OF THE BOARD OF DIRECTORS, FACT STAFF, AND VOLUNTEERS TO SIGN AN ANNUAL STATEMENT OF COMPLIANCE WITH CONFIDENTIALITY AND CONFLICT OF INTEREST POLICIES. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION REVIEW & APPROVAL PROCESS - OFFICERS & KEY EMPLOYEES - FACT BOARD OF DIRECTORS RECOMMENDS SALARY COMPENSATION FOR CHIEF MEDICAL OFFICER AND CHIEF EXECUTIVE OFFICER. FORM 990, PART VI, SECTION C, LINE 19 OTHER ORGANIZATION DOCUMENTS PUBLICLY AVAILABLE - FACT'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO ALL INTERESTED PARTIES UPON REQUEST. PART XII LINE 2C THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. FACT CONSULTING SERVICES LLC 1125 S 103RD STREET STE 600 OMAHA NE 68124 CHARITABLE, SCIENTIFIC AND EDUCATIONAL NE 472384 515990 FACT