2026-08-20T11:16:04-05:00 2025-12-31 911663574 LARSON GROSS ADVISORS LLC 2211 RIMLAND DR 422 BELLINGHAM WA 98226 990 2025-01-01 872732969 PHENOME HEALTH PHEN 2067436669 2101 4TH AVENUE SEATTLE WA 98121 SIMON EVANS EXECUTIVE DIRECTOR AND COO 2067436669 2026-08-19 1 MOLLY HONCOOP CPA P02064982 3607344280 2025 2025-03-06 01:10:19Z SIMON EVANS 2101 4TH AVENUE SEATTLE WA 98121 5913544 0 X WWW.PHENOMEHEALTH.ORG X 2022 DE PHENOME HEALTH'S MISSION IS TO DEVELOP THE TOOLS & INSIGHTS THAT POWER DATA-DRIVEN PERSONALIZED HEALTH. WE ENVISION A WORLD WHERE EVERYONE IS EMPOWERED BY THEIR OWN DATA TO IMPROVE WELLNESS AND PREVENT DISEASE. 5 5 18 5 0 0 3516837 5901830 0 0 24 5214 14 6500 3516875 5913544 0 0 0 0 1794425 2347753 50 200 854797 1566131 3990239 3360606 6338192 156269 -424648 2377749 4325941 667387 3040227 1710362 1285714 X PHENOME HEALTH'S MISSION IS TO DEVELOP THE TOOLS & INSIGHTS THAT POWER DATA-DRIVEN PERSONALIZED HEALTH. WE ENVISION A WORLD WHERE EVERYONE IS EMPOWERED BY THEIR OWN DATA TO IMPROVE WELLNESS AND PREVENT DISEASE. 0 0 2254436 PREDICTIVE MODELING. WE CONTINUED THE PAST YEARS EFFORTS TO BUILD COMPUTATIONAL MODELS AND THE REQUIRED BIOINFORMATIC PIPELINES FOR THE PURPOSE OF MODELING HEALTH TRAJECTORIES FOR INDIVIDUALS GIVEN PERSONAL HEALTH DATA AS INPUTS TO MODELS. ALL DATA ARE DEIDENTIFIED WITH NO ACCESS TO PHI OR PII BY PERSONNEL WORKING ON THE MODELING EFFORTS. IN 2025, WE ADDED ACCESS TO MORE PUBLIC DATABASES TO INFORM OUR MODELS AS DELIVERABLES FOR OUR CURRENT FEDERALLY FUNDED PROJECTS. 1247134 TYPE 2 DIABETES STUDY. IN 2025, WE BEGAN LOGISTICAL EXECUTION AND STUDY SET-UP OF A TYPE II DIABETES STUDY THAT WE COMPLETED A PILOT FOR IN 2024. THIS STUDY WILL ENROLL 1000 PATIENTS WITH DIABETES, THROUGH CLINICAL PARTNERSHIPS. THE FIRST RECRUITED PATIENT WILL ENROLL IN 2026. THE STUDY IS INTENDED TO DENTIFY SUBTYPES OF TYPE II DIABETES THROUGH PROFILING BLOOD SAMPLES, FACILITATING TO MORE TAILORED INTERVENTIONS IN A SUB-TYPE SPECIFIC MANNER. 1295101 MULTIOMIC DATA PLATFORM BUILD. IN 2025 WE CONTINUED TO INVEST IN BUILDING A COMPUTATIONAL ENVIRONMENT CAPABLE OF SERVING THE NEED TO INGEST AND ANALYZE HIGH DIMENSIONAL HEALTH DATA. THIS PLATFORM REQUIRES CONTINUED FEATURE DEVELOPMENT AND MAINTENANCE. IT IS CURRENTLY SERVING EXISTING PREDICTIVE MODELING NEEDS AND WILL SERVE PROJECTS WE SECURE FUNDING FOR IN THE FUTURE. PRE-DIABETES STUDY. IN ADDITION TO TYPE II DIABETES STUDY, IN 2025 WE BEGAN ANALYSIS OF A SET OF SAMPLES COLLECTED BY A COLLABORATOR OVER 15 YEARS THAT REPRESENT PEOPLE-AT-RISK FOR DIABETES BUT WITHOUT A DISEASE DIAGNOSIS AT THE TIME OF ENROLLMENT. THIS STUDY IS DESIGNED TO IDENTIFY PRE-DIAGNOSTIC, SUB-TYPE SPECIFIC MARKERS IN BLOOD THAT COULD INFORM TAILORED PREVENTION STRATEGIES BEYOND THE STANDARD CURRENT APPROACHES. 4796671 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 13 0 1 18 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 1 1 1 0 WA X SIMON EVANS 2067436669 2101 4TH AVENUE SEATTLE WA 98121 LEE HOOD MEMBER 20.00 X 0 0 0 JEFF WILKE CHAIR 1.00 X X 0 0 0 ROGER PERLMUTTER MEMBER 1.00 X 0 0 0 MARIA KLAWE MEMBER 1.00 X 0 0 0 CLAYTON LEWIS MEMBER 5.00 X 0 0 0 SIMON EVANS EXECUTIVE DIRECTOR & COO 50.00 X 213434 0 48380 JAMES YURKOVICH CHIEF TECHNOLOGY OFFICER 50.00 X 115189 0 14835 JENNIFER LOVEJOY CHIEF TRANSLATIONAL SCIENCE OFFICER 50.00 X 216648 0 37429 NOA MARDIKS RAPPAPORT CHIEF DATA OFFICER 10.00 X 108587 0 18404 LANCE PFLIEGER SENIOR DATA SCIENTIST 40.00 X 143533 0 32176 TRENT LESLIE BIOINFORMATICS ENGINEER 40.00 X 115045 0 19260 VIRGINIA MARIE MARTIN DIRECTOR OF OPERATIONS 40.00 X 123233 0 22313 MICHAEL MCNAMARA PROJECT MANAGER 40.00 X 118583 0 22659 DREW WITHERINGTON SENIOR SOFTWARE ENGINEER 40.00 X 136339 0 19572 1290591 0 235028 10 0 1 0 TECHNICITY LLC 144 CHARTERHOUSE COURT POWELL OH 43065 CONSULTING SERVICES 552296 AZENTA US INC PO BOX 772558 DETROIT MI 482272558 RESEARCH/TESTING SERVICES 341045 GUIDELINE INC 1412 CHAPIN AVENUE BURLINGAME CA 94010 401(K) ADMINISTRATION 276926 MEATBOLON INC PO BOX 738883 DALLAS TX 753738883 RESEARCH/TESTING SERVICES 274874 RIPPLING 430 CALIFORNIA ST 11TH FLR SAN FRANCISCO CA 94104 PAYROLL PROCESSING SERVICES 262332 5 5220651 681179 5901830 5214 5214 6500 6500 6500 5913544 0 0 11714 772908 674148 44924 53836 1215602 1064996 63663 86943 96483 82097 8656 5730 126043 107249 11308 7486 136717 119941 7202 9574 765846 256093 171310 338443 136465 45633 30526 60306 152714 51066 34160 67488 108000 108000 200 200 2315 774 518 1023 101000 412 100588 33958 1004 26806 6148 53836 26473 27363 103072 122 102950 67977 41418 19794 6765 20699 16719 1713 2267 635 635 324972 309282 15690 13986 110 13876 RESEARCH & DEVELOPMENT 2104764 1999134 105630 6338192 4796671 686724 854797 612723 2866357 10241 15288 108698 166513 290489 142028 1704801 758073 1073563 946728 50000 50000 232035 139027 2377749 4325941 98528 602058 343140 2197749 100000 225719 140420 667387 3040227 X 1610362 1285714 100000 0 1710362 1285714 2377749 4325941 -424648 0 X X 0 1 X 1 0 X 3072624 3743157 3516837 5901830 16234448 3072624 3743157 3516837 5901830 16234448 16234448 12 24 5214 5250 602 14 6500 7116 16246814 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 108000 108000 0 PART II-B, LINE 1: PHENOME HEALTH'S LOBBYIST SENDS LETTERS AND PUBLICATIONS TO ELECTED GOVERNMENT OFFICIALS AND COMMUNICATES BY EMAIL, PHONE, OR IN PERSON WITH GOVERNMENT OFFICIALS TO PROMOTE FUNDING POLICIES FOR HEALTH RESEARCH. 86763 25131 61632 1618038 732942 885096 946728 LEASE LIABILITY 140420 140420 X 5913544 0 5913544 0 5913544 6338192 0 6338192 0 6338192 PART X, LINE 2: THE PHENOME HEALTH, PURSUANT TO A LETTER OF DETERMINATION FROM THE INTERNAL REVENUE SERVICE, IS A NON-PROFIT ORGANIZATION EXEMPTED FROM THE FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE OF 1986. AS OF DECEMBER 31, 2025 THE ENTITY HAD NO UNRELATED BUSINESS ACTIVITIES SUBJECT TO FEDERAL INCOME TAXES. MANAGEMENT EVALUATED THE ENTITY'S TAX POSITIONS AND CONCLUDED THAT THE ENTITY HAD TAKEN NO UNCERTAIN TAX POSITIONS. X X 0 0 0 0 0 0 0 0 1 0 SIMON EVANS EXECUTIVE DIRECTOR & COO 213434 0 0 0 0 0 18949 0 29431 0 261814 0 0 0 JENNIFER LOVEJOY CHIEF TRANSLATIONAL SCIENCE OFFICER 216648 0 0 0 0 0 18949 0 18480 0 254077 0 0 0 LANCE PFLIEGER SENIOR DATA SCIENTIST 143533 0 0 0 0 0 14058 0 18118 0 175709 0 0 0 DREW WITHERINGTON SENIOR SOFTWARE ENGINEER 136339 0 0 0 0 0 11841 0 7731 0 155911 0 0 0 PART I, LINE 8 PERSONS LISTED IN PART VII WHO WERE HIRED IN 2025 ARE SUBJECT TO A WRITTEN EMPLOYMENT AGREEMENT THAT SPECIFIES THEIR FIXED SALARY, BENEFITS AND INCLUDES AN ASSIGNMENT OF INTELLECTUAL PROPERTY, CREATED AS PART OF THEIR JOB DUTIES, TO THE COMPANY. LEROY HOOD BOARD MEMBER TO MAKE A PHILANTROPHIC GIFT TO A FACULTY LAB AT STANFORD UNIVERSITY X 100000 100000 0 1 1 100000 BJ YURKOVICH FAMILY MEMBER TO BOARD MEMBER 100000 CONSULTING SERVICES 0 TECHNICITY LLC OWNED BY BJ YURKOVICH, BROTHER TO JAMES YURKOVICH 552296 CONSULTING SERVICES 0 FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION HAD NO COMMITTEES. FORM 990, PART VI, SECTION B, LINE 11B THE OPERATIONS MANAGER WILL CONDUCT THE INITIAL REVIEW, FOLLOWED BY THE COO. FORM 990, PART VI, SECTION B, LINE 12C EMPLOYEES AND CONTRACTORS ARE COVERED UNDER THE COI POLICY. ALL COVERED PEOPLE REVIEW AND SIGN THE COI POLICY ANNUALLY. THE COO REVIEWS THE ATTESTATIONS TO DETERMINE IF CONFLICTS EXIST AND ACTS TO CONSTRAIN CONFLICTS ON A CASE-BY-CASE BASIS. THERE HAVE BEEN NO UNMANAGEABLE ISSUES TO DATE. FORM 990, PART VI, SECTION B, LINE 15 THE CEO DETERMINES COMPENSATION FOR NON-EXECUTIVE EMPLOYEES WITH INPUT FROM HIRING MANAGERS AND COMPARATIVE DATA. LEE HOOD DETERMINES COMPENSATION FOR EXECUTIVE EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 THESE POLICIES AND DOCUMENTS ARE NOT PUBLIC INFORMATION. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. PHENOME DATA TECHNOLOGIES LLC 2101 4TH AVE SUITE 1060 SEATTLE WA 98121 920368781 SOFTWARE LICENSING DE PHENOME HEALTH