2026-07-31T08:43:11-05:00 2025-12-31 541342298 Kositzka Wicks and Company 5270 Shawnee Road Suite 250 Alexandria VA 22312 990 2025-01-01 832257857 IVI Foundation Inc IVIF 7633702941 107 S West Street 731 Alexandria VA 22314 Lisa Malecha CFO 7633702941 2026-07-24 1 Jennica Jardine Whitfield CPA P01379267 7036422700 2025 2025-03-06 01:10:19Z Lisa Malecha 107 S West Street 731 Alexandria VA 22314 1614352 0 X www.valueresearch.org X 2019 DE The Foundation's mission is to advance the science and improve the practice of value assessment in healthcare. 12 12 5 38 0 0 2012970 807458 259016 781916 54438 24978 0 0 2326424 1614352 0 0 0 0 1858591 1292647 0 0 80363 1079199 531269 2937790 1823916 -611366 -209564 854448 688638 137562 238676 716886 449962 X The Foundation's mission is to advance the science and improve the practice of value assessment in healthcare. The Foundation's goal is to build a platform that facilitates robust and rigorous patient-centered value assessment of health technologies tailored to the needs and interests of individual decision makers. 0 0 756794 781916 Research Projects - IVI develops tools and methods that support multistakeholder decision making forvalue in healthcare. 141740 Stakeholder and patient engagement - Through intentional planning and practice, we seek to ensure patients are full participants and equal partners in our research design, execution, and evaluation. 258380 Media communications - The Foundation collaborates with healthcare stakeholders to engage in research, methods development, and health economic modeling focused on four core areas:1- Building tools to support decision making2- Improving the science of value measurement3- Conducting research to understand and quantify patient perspectives on value4- Engaging research partners for translational and applied use of OSVP models 216214 Memberships 216214 1373128 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 31 0 1 5 1 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X The Organization 7633702941 107 S West Street 731 Alexandria VA 22314 Scott Brunner Director 1.00 X 0 0 0 Darcel Jackson CPXP LSSGB Director 1.00 X 0 0 0 Harold Carter PharmD Treasurer 1.00 X X 0 0 0 Gregory Daniel PhD Director 1.00 X 0 0 0 Neil Weissman MD Director 1.00 X 0 0 0 Patty Fritz MA Director 1.00 X 0 0 0 Stacy Lloyd MPH Director 1.00 X 0 0 0 Mark Cziraky PharmD President 1.00 X X 0 0 0 Adam Thompson MPH Director 1.00 X 0 0 0 Nelly Ganesan MPH Director 1.00 X 0 0 0 Kistein Monkhouse MPA Director 1.00 X 0 0 0 Lisa Feng drph Director 1.00 X 0 0 0 Jason Spangler CEO until 4/30/25 40.00 X 77150 0 4984 Richard Chapman Chief Science Officer 40.00 X 233155 0 7497 Tiffany Huth Chief Communications Officer 40.00 X 228154 0 15340 Erica Malik Chief Operating Officer 40.00 X 171500 0 6043 Ushma Amish Patel Patient Engagement Lead 40.00 X 109980 0 3765 819939 0 37629 4 0 1 0 Lisa Malecha 234 Peninsula Road Medicine Lake MN 55441 Consulting Services 144000 Melanie Ridley PO Box 216 Danville CA 94526 Consulting Services 101450 2 705500 101958 807458 Contracts for services 541700 781916 781916 781916 24978 24978 1614352 781916 0 24978 X 82134 62738 14782 4614 888392 678595 159891 49906 31097 21095 8461 1541 204465 149231 45787 9447 86559 58145 24403 4011 13360 13360 40660 40660 409162 370630 27688 10844 8654 922 7732 333 333 13014 12943 71 4659 4659 4715 4715 Dues and subscriptions 29337 13837 15500 Recruiting 4875 4875 Charitable contribution 2500 2500 1823916 1373128 370425 80363 728669 495616 107200 171500 18579 21522 854448 688638 50604 34092 86958 204584 137562 238676 X 328553 247462 388333 202500 716886 449962 854448 688638 -209564 -57360 0 X X 1 X 0 0 0 X 1588705 2398825 2751026 2012970 807458 9558984 1588705 2398825 2751026 2012970 807458 9558984 5222121 4336863 586 1008 17194 54438 24978 98204 9657188 1316582 0.44910 0.43850 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X Part X, Line 2: IVI is exempt from federal income tax as a nonprofit organization described in Section 501(c)(3) of the Internal Revenue Code and is classified as an organization other than a private foundation. IVI did not have a liability for unrelated business income for the year ended December 31, 2025. Management does not believe that the ultimate outcome of any future examinations of open tax years will have a material impact on the organization's results of operations. X 1 0 0 0 0 0 0 0 0 Tiffany Huth Chief Communications Officer 228154 0 0 0 0 0 6903 0 8437 0 243494 0 0 0 Richard Chapman Chief Science Officer 233155 0 0 0 0 0 6995 0 502 0 240652 0 0 0 Erica Malik Chief Operating Officer 171500 0 0 0 0 0 5127 0 916 0 177543 0 0 0 Part I, Line 4a Jason Spangler received $14,377 of severance in 2025. Form 990, Part VI, Section A, line 6 IVI members are the drivers of this mission, and will help set the strategic and tactical vision to ensure that IVI fully addresses the many factors contributing to what value means in healthcare. Form 990, Part VI, Section A, line 7a Members are: Eligible for nomination to the Board of Directors and committees Eligible to serve on the Patient Advisory Council (Patient and Family organizations) Eligible to vote for the Board of Directors and at the Annual Meeting Form 990, Part VI, Section B, line 11b A copy of the 990 is provided to the Board and reviewed before its submission. Form 990, Part VI, Section B, line 12c Conflicts of interest are reviewed at every board meeting by all board members. Form 990, Part VI, Section B, line 15a The transition committee of the board and HR assessed market comparables through IVI's PEO firm as well as reviewed CEO compensation from 990s of comparable nonprofits organizations as part of the hiring process for IVI's new CEO. The committee recommended a salary range based on those assessments and the board voted to approve. Form 990, Part VI, Section C, line 18 All governing documents are available to the public upon request. Form 990, Part VI, Section C, line 19 All governing documents are available to the public upon request. Form 990, Part IX, line 11g Research contractors: Program service expenses 243,297. Management and general expenses 0. Fundraising expenses 0. Total expenses 243,297. Other professional fees: Program service expenses 127,333. Management and general expenses 27,688. Fundraising expenses 10,844. Total expenses 165,865. Form 990, Part XII, Line 2c: The process in selecting the independent accountant has not changed.