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Nonprofiteer
← CLINICAL DATA INTERCHANGE STANDARDS CONSORTIUM INC

Form 990 for tax year 2022

Filed by CLINICAL DATA INTERCHANGE STANDARDS CONSORTIUM INC.

Totals

Total revenue
$8,105,543
Total expenses
$9,610,015
Contributions and grants received
$4,130,952
Grants paid
$0
Program service revenue
$3,935,285
Investment income
$39,306
Other revenue
$0
Total assets, end of year
$5,085,701
Total liabilities, end of year
$1,515,408
Net assets or fund balances, end of year
$3,570,293
Program services expenses (Part IX)
$7,237,195
Management and general expenses
$1,758,174
Fundraising expenses
$614,646
Program service expenses (Part III)
$7,237,195

Program services were 75.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1b · Membership dues

    $2,992,564

  • 1e · Government grants (contributions)

    $458,716

  • 1f · All other contributions, gifts and grants

    $679,672

  • 2a · Program service revenue: P'SHIP & COLLABORATION

    total $1,995,043 · related or exempt $1,995,043

  • 2b · Program service revenue: EDUCATION COURSES

    total $1,067,076 · related or exempt $1,067,076

  • 2c · Program service revenue: EVENTS

    total $551,796 · related or exempt $551,796

  • 2d · Program service revenue: TECHNICAL PROJECTS

    total $308,202 · related or exempt $308,202

  • 2e · Program service revenue: ODM DATA COLLECTION

    total $13,168 · related or exempt $13,168

  • 3 · Investment income

    total $39,306 · excluded $39,306

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $1,346,011 · program services $979,392 · management and general $366,619

  • 7 · Other salaries and wages

    total $3,956,514 · program services $2,965,751 · management and general $681,283 · fundraising $309,480

  • 8 · Pension plan contributions

    total $121,359 · program services $120,741 · management and general $618

  • 9 · Other employee benefits

    total $414,647 · program services $215,385 · management and general $135,427 · fundraising $63,835

  • 10 · Payroll taxes

    total $270,012 · program services $198,517 · management and general $51,938 · fundraising $19,557

  • 11b · Fees: legal

    total $3,750 · management and general $3,750

  • 11c · Fees: accounting

    total $76,513 · management and general $76,513

  • 11g · Fees: other

    total $1,980,988 · program services $1,659,126 · management and general $161,522 · fundraising $160,340

  • 13 · Office expenses

    total $57,424 · program services $5,137 · management and general $50,730 · fundraising $1,557

  • 14 · Information technology

    total $247,701 · program services $174,518 · management and general $52,635 · fundraising $20,548

  • 16 · Occupancy

    total $158,750 · program services $83,012 · management and general $51,960 · fundraising $23,778

  • 17 · Travel

    total $114,582 · program services $97,575 · management and general $16,825 · fundraising $182

  • 19 · Conferences, conventions and meetings

    total $8,854 · management and general $8,854

  • 22 · Depreciation, depletion and amortization

    total $27,275 · program services $19,217 · management and general $5,795 · fundraising $2,263

  • 24a · Other expenses: INSTRUCTION

    total $288,753 · program services $288,753

  • 24b · Other expenses: EVENTS

    total $281,287 · program services $272,945 · management and general $8,342

  • 24c · Other expenses: MISCELLANEOUS

    total $201,305 · program services $157,126 · management and general $31,073 · fundraising $13,106

  • 24d · Other expenses: TRAININGS

    total $36,830 · management and general $36,830

  • 24e · All other expenses

    total $17,460 · management and general $17,460

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $483,317 · end of year $491,040

  • 2 · Savings and temporary cash investments

    beginning of year $4,122,493 · end of year $2,340,943

  • 3 · Pledges and grants receivable

    beginning of year $496,633 · end of year $656,782

  • 4 · Accounts receivable

    beginning of year $237,488 · end of year $494,864

  • 9 · Prepaid expenses and deferred charges

    beginning of year $120,451 · end of year $212,697

  • 10a · Land, buildings and equipment: cost or other basis

    $219,700

  • 10b · Land, buildings and equipment: accumulated depreciation

    $157,475

  • 10c · Land, buildings and equipment, net

    beginning of year $39,838 · end of year $62,225

  • 11 · Investments: publicly traded securities

    beginning of year $822,130 · end of year $827,150

  • 17 · Accounts payable and accrued expenses

    beginning of year $501,152 · end of year $578,684

  • 19 · Deferred revenue

    beginning of year $746,433 · end of year $886,724

  • 25 · Other liabilities

    beginning of year $0 · end of year $50,000

  • 27 · Net assets without donor restrictions

    beginning of year $4,891,639 · end of year $3,466,220

  • 28 · Net assets with donor restrictions

    beginning of year $183,126 · end of year $104,073

Mission and programs · 2022

Mission

TO DEVELOP AND SUPPORT GLOBAL, PLATFORM-INDEPENDENT DATA STANDARDS THAT ENABLE INFORMATION SYSTEM INTEROPERABILITY TO IMPROVE MEDICAL RESEARCH AND RELATED AREAS OF HEALTHCARE.

Activities or mission (Part I)

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.

  • 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 2022, 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.

    Expenses $5,323,150 · Revenue $308,202

  • EDUCATION - IN 2022, 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.

    Expenses $818,025 · Revenue $1,067,076

  • EVENTS - CDISC HOSTED THREE VIRTUAL AND ONE IN-PERSON CONFERENCE IN 2022. 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.

    Expenses $602,934 · Revenue $551,796

  • 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.

    Expenses $493,086 · Revenue $2,008,211

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • David Evans

    PRESIDENT & CEO

    Total calculated
    $524,972
    From this org
    $410,719
    From related orgs
    $0
    Other
    $114,253
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $345,719
    Bonus
    $65,000
    Other
    $0
    Deferred
    $68,300
    Nontaxable benefits
    $45,953
    Filer's total
    $524,972

  • Peter Van Reusel

    CHIEF STANDARDS OFFICER

    Total calculated
    $300,553
    From this org
    $300,553
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $252,667
    Bonus
    $47,886
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $300,553

  • Rhonda Yvonne Facile

    VP, DEVELOPMENT & PARTNERSHIPS

    Total calculated
    $274,238
    From this org
    $224,310
    From related orgs
    $0
    Other
    $49,928
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $190,000
    Bonus
    $34,310
    Other
    $0
    Deferred
    $11,400
    Nontaxable benefits
    $38,528
    Filer's total
    $274,238

  • Samuel Hume

    VP, DATA SCIENCE

    Total calculated
    $273,526
    From this org
    $228,330
    From related orgs
    $0
    Other
    $45,196
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $192,930
    Bonus
    $35,400
    Other
    $0
    Deferred
    $10,806
    Nontaxable benefits
    $34,390
    Filer's total
    $273,526

  • Sheila Leaman

    VP, GLOBAL RELATIONS

    Total calculated
    $273,274
    From this org
    $222,968
    From related orgs
    $0
    Other
    $50,306
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $201,539
    Bonus
    $21,429
    Other
    $0
    Deferred
    $13,400
    Nontaxable benefits
    $36,906
    Filer's total
    $273,274

  • Beth Leroy Nieto

    HEAD OF STANDARDS DEVELOPMENT

    Total calculated
    $203,575
    From this org
    $168,200
    From related orgs
    $0
    Other
    $35,375
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $153,700
    Bonus
    $14,500
    Other
    $0
    Deferred
    $8,244
    Nontaxable benefits
    $27,131
    Filer's total
    $203,575

  • Amy Palmer

    HEAD OF STANDARDS DEVELOPMENT

    Total calculated
    $200,990
    From this org
    $168,200
    From related orgs
    $0
    Other
    $32,790
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $153,700
    Bonus
    $14,500
    Other
    $0
    Deferred
    $10,092
    Nontaxable benefits
    $22,698
    Filer's total
    $200,990

  • Anthony Chow

    HEAD OF DATA SCIENCE

    Total calculated
    $193,516
    From this org
    $167,258
    From related orgs
    $0
    Other
    $26,258
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $153,700
    Bonus
    $13,558
    Other
    $0
    Deferred
    $10,035
    Nontaxable benefits
    $16,223
    Filer's total
    $193,516

  • Charles Shadle

    HEAD OF DATA SCIENCE OPERATIONS

    Total calculated
    $192,509
    From this org
    $166,968
    From related orgs
    $0
    Other
    $25,541
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $153,700
    Bonus
    $13,268
    Other
    $0
    Deferred
    $10,234
    Nontaxable benefits
    $15,307
    Filer's total
    $192,509

  • Pam Howard

    CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Erik Pulkstenis

    CHAIR-ELECT

    Total calculated
    $0
    Hours/week
    2

  • Margaret Keegan

    PAST-CHAIR

    Total calculated
    $0
    Hours/week
    2

  • David Hardison

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Steve Rosenberg

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Chris Decker

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Pandu Kulkarni

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Brooke Hinkson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Hiroshi Masumoto

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Wenjun Bao

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Mihoko Okada

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Christina Reith

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Karen Curran

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Lisa Lin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 5a · Pay contingent on this organization's revenues

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

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, 2022, THE ORGANIZATION HAS RECOGNIZED $50,000 UNDER THIS AGREEMENT, WHICH IS REFLECTED AS DEFERRED COMPENSATION.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • CDISC EUROPE FOUNDATION

    RESEARCH · BE

    Directly controlled by CLINICAL DATA INTERCHANGE STANDARDS CONSORTIUM

Provenance

Return type
form_990
Tax year
2022
Filed
19 September 2023
IRS schema version
2022v5.0
Source object
202332689349301453

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