Civic Intelligence

Cardiovascular Outcomes Inc

990 • Fiscal year 2016 • EIN 37-1419769

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 07, 2017

18 W 52nd StKansas City, MO 64112

(816) 932-8270

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

29th percentile

0.02x

Higher debt load relative to assets than 29% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

82nd percentile

0.76x

Higher debt load relative to revenue than 82% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

1st percentile

-303%

Higher net margin than 1% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

12th percentile

-10%

Faster asset growth than 12% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

11th percentile

-30%

Faster revenue growth than 11% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Down

$4,360,457

Down $507,357 (-10%) from 2015

Net Assets

Down

$4,287,697

Down $278,620 (-6.1%) from 2015

Liabilities

Down

$72,760

Down $228,737 (-76%) from 2015

Revenue

Down

$95,505

Down $40,846 (-30%) from 2015

Expenses

Down

$384,578

Down $68,100 (-15%) from 2015

Net Income

Up

-$289,073

Up $27,254 (+8.6%) from 2015

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2010: $4,570,593Liabilities 2010: $129Net Assets 2010: $4,570,4642010Assets 2011: $5,051,899Liabilities 2011: $852Net Assets 2011: $5,051,0472011Assets 2012: $5,069,654Liabilities 2012: $3,863Net Assets 2012: $5,065,7912012Assets 2013: $4,976,790Liabilities 2013: $1,952Net Assets 2013: $4,974,8382013Assets 2014: $4,919,135Liabilities 2014: $1,540Net Assets 2014: $4,917,5952014Assets 2015: $4,867,814Liabilities 2015: $301,497Net Assets 2015: $4,566,3172015Assets 2016: $4,360,457Liabilities 2016: $72,760Net Assets 2016: $4,287,6972016Assets 2017: $4,321,827Liabilities 2017: $563Net Assets 2017: $4,321,2642017Assets 2018: $4,358,570Liabilities 2018: $1,869Net Assets 2018: $4,356,7012018Assets 2019: $3,996,144Liabilities 2019: $0Net Assets 2019: $3,996,1442019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2016

Assets$4,360,457
Liabilities$72,760
Net Assets$4,287,697

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$5.0M$0-$5.0MExpenses 2010: $389,9172010Expenses 2011: $187,1712011Expenses 2012: $342,2302012Revenue 2013: $48,876Expenses 2013: $119,413Net Income 2013: -$70,5372013Revenue 2014: $98,863Expenses 2014: $99,530Net Income 2014: -$6672014Revenue 2015: $136,351Expenses 2015: $452,678Net Income 2015: -$316,3272015Revenue 2016: $95,505Expenses 2016: $384,578Net Income 2016: -$289,0732016Revenue 2017: $52,640Expenses 2017: $69,312Net Income 2017: -$16,6722017Revenue 2018: $97,116Expenses 2018: $15,619Net Income 2018: $81,4972018Revenue 2019: $97,309Expenses 2019: $559,187Net Income 2019: -$461,8782019Revenue 2020: $56,889Expenses 2020: $4,036,067Net Income 2020: -$3,979,1782020

Highlighted filing

2016

Revenue$95,505
Expenses$384,578
Net Income-$289,073
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 7, 2017
Return Version
2016v3.0
Gross Receipts
$911,409
Mission and Program Overview

Mission

Dedication to the advancement of outcomes research and quality assessment/improvement in cardiovascular disease.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$4,861,975$4,358,748▼ $503,227
Other Notes and Loans Receivable, Net$5,118$1,364▼ $3,754
Land, Buildings, and Equipment, Net$721$345▼ $376
Total Assets$4,867,814$4,360,457▼ $507,357
Liabilities
Unsecured Notes Loans Payable$300,000$71,590▼ $228,410
Accounts Payable and Accrued Expenses$1,497$1,170▼ $327
Total Liabilities$301,497$72,760▼ $228,737
Net Assets / Fund Balance
Unrestricted Net Assets$4,566,317$4,287,697▼ $278,620
Total Net Assets Fund Balance$4,566,317$4,287,697▼ $278,620
Total Liabilities and Net Assets / Fund Balance$4,867,814$4,360,457▼ $507,357

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$345$1,536$1,881
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,875
Investment Income
$92,630
Other Revenue
$0
Change in Net Assets
$-289,073
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$384,578
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Travel-$16,767-$16,767
Fees for Services Legal-$7,950-$7,950
Interest$5,035--$5,035
Insurance-$5,031-$5,031
Fees for Services Accounting-$2,880-$2,880
Other Expenses$7,059$1,218-$1,218
Office Expenses-$691-$691
Depreciation Depletion-$376-$376
All Other Expenses-$171-$171
Total Functional Expenses$347,094$37,484$0$384,578
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Me2health LLCSee Part VSee Part VNo$340,035
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

In accordance with its review function, the board of directors shall take the following actions: -select the form 990 preparer. "conduct a detailed review of the form 990 and consider the issues presented. "ensure that the mission statement stated in the form 990 has been approved by the board of directors. "carefully monitor the description of the corporation's purposes and activities reported on the form 990 to ensure accuracy and compliance with section 501(c)(3). "approve and distribute the annual disclosure statement to officers, directors and key employees to acquire information on their respective family and business relationships, transactions with the corporation, potential conflicts of interest, and other information needed to answer various form 990 questions and comply with the corporation's conflicts of interest policy. "consult directly with the form 990 preparer and legal counsel relative to any issues presented on the form.

Form 990, Page 6, Part VI, Line 12C

Each covered person will annually sign a statement that affirms such person: "has received a copy of this policy; "has read and understands the policy; "has agreed to comply with the policy; and "understands the corporation is exempt from federal income tax and to maintain its federal tax exemption the corporation must engage primarily in activities that accomplish one or more of its tax-exempt purposes. In addition, each covered person will annually complete, sign and promptly return to the board or the executive committee a questionnaire and disclosure statement substantially in the form attached hereto. A covered person need not disclose compensation paid to the covered person by corporation pursuant to a resolution of the board. Periodic reviews to ensure that the corporation operates in a manner consistent with its tax-exempt purposes and that it does not engage in activities that could jeopardize its status as an organization exempt from federal income tax, the board or the executive committee will conduct periodic reviews. The periodic reviews will, at a minimum, include the following subjects: "if the corporation pays compensation, whether the corporation compensation arrangements are reasonable, based on competent survey information, and are the result of arm's-length bargaining; and "whether transactions and arrangements with other entities and individuals conform to the corporation's policies, are properly recorded, reflect reasonable payments for goods and services, further the corporation's tax-exempt purposes and do not result in private inurement, impermissible private benefit, or in an excess benefit transaction. Use of outside experts when conducting the periodic reviews provided for above, the board or the executive committee should rely on appropriate outside experts when appropriate such as attorneys, appraisers, or compensation or other consultants.

Form 990, Page 6, Part VI, Line 15A

The organization does not compensate its top officer's.

Form 990, Page 6, Part VI, Line 15B

1. Services to be provided must be specified and approved by a board member, including a maximum reimbursement amount. 2. Once services are approved, a summary of work provided, direct expenses and any consultation fees must accompany an invoice prior to any payment being issued. Consultation fees will require documentation of hours spent or services performed and will be provided at the consultant's usual and customary fee. These will be approved by a board member as being reasonable for the services provided. 3. If services are provided without a formal, signed agreement, then payment amount will be determined by the officer or board member, as if the request had been made prior to the completion of the work. If approval is not provided, then no payments will be made. An invoice is required prior to any payment being issued.

Form 990, Page 6, Part VI, Line 19

On the company's website "www.cvoutcomes.org" there is a statement stating "policies related to the goverance of cv outcomes, inc. Are available upon request." when you click on the statement, it will link to an e-mail address were people can request the information they want.

Filing and Contact Details

Filer

Filer Name
Cardiovascular Outcomes Inc
EIN
37-1419769
Phone
8169328270
Address
18 W 52ND ST, KANSAS CITY, MO 64112

Signing Officer

Name
John Spertus Md Mph
Title
President
Phone
8169328270
Signed
2017-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Spertus Md Mph
Formed
2002
Legal Domicile
Mo
Voting Board Members
3
Independent Board Members
2
Employees
0
Volunteers
4

Preparer

Firm
Floyd R Brown Jr & Company
Address
3200 S STATE ROUTE 291, INDEPENDENCE, MO 64057-1702
Preparer
Jamie Gaffney
Phone
8163733500
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4A

The approach for the project was developed in conjunction with yale-new haven hospital ("ynhh"), a section 501(c)(3) hospital. The organization, pursuant to its agreement with me2health, worked collaboratively with ynhh to develop the research project. This epic-based health system is one of the largest in the country and contains the nation's 5th largest hospital. They have more than 110,000 discharges per year and more than 1.6 million outpatient encounters. The approach was to use yale-new haven hospital as a laboratory to overcome the challenges of sending digital health data securely from the hospital systems to an independent, cloud-based system that allows an individual to have control over their own data and share it if they wish. This is a proof of concept project that has implications for clinical care and research. The preliminary tools developed by the organization through the me2health agreement also were used by yale in collaboration with the organization for other research projects. One proposal was the yale participant technologies center (yptc) that was led by yale university and in partnership with university of california san francisco, university of chicago, me2health, the national partnership of women and families and accenture. This was designed to support the precision medicine initiative (pmi) by enabling people to become authentic partners with researchers to produce research databases that can contribute to scientific breakthroughs and be personalized to each individual. The grant application for the project states that the yptc will develop, test, maintain and upgrade the pmi platform to support enrollment, consent, data collection, communication, and feedback; provide parallel systems for participants without cell phones; collaborate with technology entities to increase smartphone accessibility; obtain passive sensor technologies for selected participants; extract meaningful and interoperable data from current technologies; and assist the pmi coordinating center in data acquisition and management from participant technologies. A second project using the preliminary me2health product was with the yale clinical and translational science awards (ctsa). The research focused on conducting patient-centered research developed in partnership with ynhh. A product was developed that is free to patients, auto-populated from electronic health records.

Form 990, Page 2, Part III, Line 4D

Premier: publishing from the premier registry (prospective registry evaluating outcomes after myocardial infarction: events and recovery) remains a large part of cvo's accomplishments. The extensive database continues to be used by multiple investigators, physicians and nurses alike, for several publications this year.

Raw XML Appendix304 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Desc0ME2HEALTH PROJECT: WORKING WITH ME2HEALTH, THE "ASSESSING THE FEASIBILITY OF A SECURE, CLOUD- BASED PLATFORM TO RECEIVE PERSONAL HEALTH INFORMATION FROM AN ELECTRONIC HEALTH RECORD" PROJECT SEEKS TO DEVELOP A USER INTERFACE, BACKEND FUNCTIONALITY, DATA TRANSFERS AND EASE OF USE FOR THE PATIENT/INSTITUTION TO SEAMLESSLY AND SECURELY SHARE INFORMATION TO MAXIMIZE PATIENT AWARENESS AND INVOLVEMENT IN HEALTHCARE DECISION-MAKING. THE INTENT WAS TO BUILD A TOOL THAT WOULD FUNDAMENTALLY PROMOTE PATIENT-CENTEREDNESS, STRENGTHEN CLINICAL CARE, ENABLE CONNECTIONS BETWEEN PATIENTS, SPAWN PATIENT COMMUNITIES, AND OPEN OPPORTUNITIES FOR PATIENTS TO CONTRIBUTE COMPREHENSIVE DATA TO RESEARCH ENDEAVORS. (ADD'L DESCRIP. CONT'D ON SCH O) THE APPROACH FOR THE PROJECT WAS DEVELOPED IN CONJUNCTION WITH YALE-NEW HAVEN HOSPITAL ("YNHH"), A SECTION 501(C)(3) HOSPITAL. THE ORGANIZATION, PURSUANT TO ITS AGREEMENT WITH ME2HEALTH, WORKED COLLABORATIVELY WITH YNHH TO DEVELOP THE RESEARCH PROJECT. THIS EPIC-BASED HEALTH SYSTEM IS ONE OF THE LARGEST IN THE COUNTRY AND CONTAINS THE NATION'S 5TH LARGEST HOSPITAL. THEY HAVE MORE THAN 110,000 DISCHARGES PER YEAR AND MORE THAN 1.6 MILLION OUTPATIENT ENCOUNTERS. THE APPROACH WAS TO USE YALE-NEW HAVEN HOSPITAL AS A LABORATORY TO OVERCOME THE CHALLENGES OF SENDING DIGITAL HEALTH DATA SECURELY FROM THE HOSPITAL SYSTEMS TO AN INDEPENDENT, CLOUD-BASED SYSTEM THAT ALLOWS AN INDIVIDUAL TO HAVE CONTROL OVER THEIR OWN DATA AND SHARE IT IF THEY WISH. THIS IS A PROOF OF CONCEPT PROJECT THAT HAS IMPLICATIONS FOR CLINICAL CARE AND RESEARCH. THE PRELIMINARY TOOLS DEVELOPED BY THE ORGANIZATION THROUGH THE ME2HEALTH AGREEMENT ALSO WERE USED BY YALE IN COLLABORATION WITH THE ORGANIZATION FOR OTHER RESEARCH PROJECTS. ONE PROPOSAL WAS THE YALE PARTICIPANT TECHNOLOGIES CENTER (YPTC) THAT WAS LED BY YALE UNIVERSITY AND IN PARTNERSHIP WITH UNIVERSITY OF CALIFORNIA SAN FRANCISCO, UNIVERSITY OF CHICAGO, ME2HEALTH, THE NATIONAL PARTNERSHIP OF WOMEN AND FAMILIES AND ACCENTURE. THIS WAS DESIGNED TO SUPPORT THE PRECISION MEDICINE INITIATIVE (PMI) BY ENABLING PEOPLE TO BECOME AUTHENTIC PARTNERS WITH RESEARCHERS TO PRODUCE RESEARCH DATABASES THAT CAN CONTRIBUTE TO SCIENTIFIC BREAKTHROUGHS AND BE PERSONALIZED TO EACH INDIVIDUAL. THE GRANT APPLICATION FOR THE PROJECT STATES THAT THE YPTC WILL DEVELOP, TEST, MAINTAIN AND UPGRADE THE PMI PLATFORM TO SUPPORT ENROLLMENT, CONSENT, DATA COLLECTION, COMMUNICATION, AND FEEDBACK; PROVIDE PARALLEL SYSTEMS FOR PARTICIPANTS WITHOUT CELL PHONES; COLLABORATE WITH TECHNOLOGY ENTITIES TO INCREASE SMARTPHONE ACCESSIBILITY; OBTAIN PASSIVE SENSOR TECHNOLOGIES FOR SELECTED PARTICIPANTS; EXTRACT MEANINGFUL AND INTEROPERABLE DATA FROM CURRENT TECHNOLOGIES; AND ASSIST THE PMI COORDINATING CENTER IN DATA ACQUISITION AND MANAGEMENT FROM PARTICIPANT TECHNOLOGIES. A SECOND PROJECT USING THE PRELIMINARY ME2HEALTH PRODUCT WAS WITH THE YALE CLINICAL AND TRANSLATIONAL SCIENCE AWARDS (CTSA). THE RESEARCH FOCUSED ON CONDUCTING PATIENT-CENTERED RESEARCH DEVELOPED IN PARTNERSHIP WITH YNHH. A PRODUCT WAS DEVELOPED THAT IS FREE TO PATIENTS, AUTO-POPULATED FROM ELECTRONIC HEALTH RECORDS.
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IRS990/ProgSrvcAccomActy2Grp/Desc0TRIUMPH-ANT & TRIUMPH EXPANSION STUDY: THE TRIUMPH-ANT PROJECT CONDUCTED IN CONJUNCTION WITH ST. LUKE'S HOSPITAL, A SECTION 501(C)(3) HOSPITAL, WAS IN ITS LAST STAGES IN 2016. SEVERAL ARTICLES AND ABSTRACTS WERE PUBLISHED IN 2016 WITH THE RESEARCH RESULTS AND ANALYSIS. THE TRIUMPH-ANT PROJECT INVOLVED A STUDY OF TRANSLATIONAL RESEARCH INVESTIGATING UNDERLYING DISPARITIES IN ACUTE MYOCARDIAL INFARCTION PATIENTS' HEALTH STATUS WITH ANEMIA/CREATININE ASSESSMENTS. THIS PROJECT ALSO INCLUDED THE TRIUMPH EXPANSION STUDY WHICH ANALYZED REHOSPITALIZATION RECORDS FOR TRIUMPH PATIENTS.
IRS990/ProgSrvcAccomActy3Grp/Desc0LICENSING: THE RIGHTS TO SUBLICENSE SEVERAL DISEASE-SPECIFIC HEALTH STATUS INSTRUMENTS ARE HELD BY CVO. THE SEATTLE ANGINA QUESTIONNAIRE (SAQ), THE KANSAS CITY CARDIOMYOPATHY QUESTIONNAIRE (KCCQ), AND THE PERIPHERAL ARTERIAL QUESTIONNAIRE (PAQ) ARE LICENSED TO RESEARCHERS THROUGH CVO. DURING 2016, >20 LICENSES WERE AWARDED TO ACADEMIC AND NOT-FOR-PROFIT RESEARCHERS INTERESTED IN PATIENT CENTERED, DISEASE-SPECIFIC HEALTH STATUS FOR CARDIOVASCULAR ILLNESSES.
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0PREMIER: PUBLISHING FROM THE PREMIER REGISTRY (PROSPECTIVE REGISTRY EVALUATING OUTCOMES AFTER MYOCARDIAL INFARCTION: EVENTS AND RECOVERY) REMAINS A LARGE PART OF CVO'S ACCOMPLISHMENTS. THE EXTENSIVE DATABASE CONTINUES TO BE USED BY MULTIPLE INVESTIGATORS, PHYSICIANS AND NURSES ALIKE, FOR SEVERAL PUBLICATIONS THIS YEAR.
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0SCHEDULE A, PART 1, 4 - ADDITIONAL HOSPITAL IS YALE NEWHAVEN HEALTH HOPSITAL,NEW HAVEN, CT
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SUPPLEMENTAL INFORMATION
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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0SEE PART V
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IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0PART IV (B) ME2HEALTH, LLC IS OWNED 100% BY HARLAN KRUMHOLZ AND HIS WIFE. HARLAN IS A BOARD MEMBER OF THE ORGANIZATION. PART IV(D) THE ORGANIZATION ENTERED INTO A RESEARCH SERVICES AGREEMENT WITH ME2HEALTH LLC ("ME2HEALTH"), OWNED BY A DIRECTOR, HARLAN KRUMHOLZ, AND HIS WIFE. THE AGREEMENT DIRECTED ME2HEALTH TO PROVIDE SERVICES FOR THE ORGANIZATION ON AN OUTCOMES RESEARCH PROJECT. THIS AGREEMENT/PROPOSAL WAS SUBMITTED TO THE ORGANIZATION AND VETTED THROUGH THE ORGANIZATION'S NORMAL PROTOCOL FOR MAKING DECISIONS ON RESEARCH PROJECTS AND OUTSIDE SERVICES AGREEMENTS. BECAUSE HARLAN HAD A CONFLICT, THE ORGANIZATION'S CONFLICT OF INTEREST POLICY WAS FOLLOWED AND THE TWO INDEPENDENT DIRECTORS, WITHOUT HARLAN PARTICIPATING, CHOSE ME2HEALTH TO PROVIDE THE RESEARCH SERVICES DUE TO THE INNOVATIVE NATURE OF THE PROPOSAL. THIS FOCUS AND EXPERTISE ALIGNS WITH THE ORGANIZATION'S OTHER RESEARCH PROJECTS AND BUILDS ON THE ORGANIZATION'S COMPREHENSIVE OUTCOMES RESEARCH PROGRAM AND EXPERTISE. THE SPECIFIC AIM OF THIS PROJECT WAS TO ASSESS THE FEASIBILITY OF DEVELOPING A FULLY FUNCTIONAL PERSONAL HEALTH RECORD PLATFORM THAT IS COMPLETELY INTEGRATED INTO THE HEALTH INFORMATION TECHNOLOGY SYSTEMS OF A MAJOR-MEDICAL CENTER, CAPABLE OF TRANSMITTING CLINICAL-GRADE, DIGITAL HEALTH DATA TO A SECURE, CLOUD-BASED PLATFORM. THE INTENT WAS TO BUILD A TOOL THAT WOULD FUNDAMENTALLY PROMOTE PATIENT- CENTEREDNESS, STRENGTHEN CLINICAL CARE, ENABLE CONNECTIONS BETWEEN PATIENTS, SPAWN PATIENT COMMUNITIES, AND OPEN OPPORTUNITIES FOR PATIENTS TO CONTRIBUTE COMPREHENSIVE DATA TO RESEARCH ENDEAVORS. THE APPROACH FOR THE PROJECT WAS DEVELOPED IN CONJUNCTION WITH YALE-NEW HAVEN HOSPITAL ("YNHH"), A SECTION 501(C)(3) HOSPITAL. THE PRELIMINARY TOOLS DEVELOPED BY THE ORGANIZATION THROUGH THE ME2HEALTH AGREEMENT ALSO WERE USED BY YNHH IN COLLABORATION WITH THE ORGANIZATION FOR OTHER RESEARCH PROJECTS.
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE L, PART V
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE APPROACH FOR THE PROJECT WAS DEVELOPED IN CONJUNCTION WITH YALE-NEW HAVEN HOSPITAL ("YNHH"), A SECTION 501(C)(3) HOSPITAL. THE ORGANIZATION, PURSUANT TO ITS AGREEMENT WITH ME2HEALTH, WORKED COLLABORATIVELY WITH YNHH TO DEVELOP THE RESEARCH PROJECT. THIS EPIC-BASED HEALTH SYSTEM IS ONE OF THE LARGEST IN THE COUNTRY AND CONTAINS THE NATION'S 5TH LARGEST HOSPITAL. THEY HAVE MORE THAN 110,000 DISCHARGES PER YEAR AND MORE THAN 1.6 MILLION OUTPATIENT ENCOUNTERS. THE APPROACH WAS TO USE YALE-NEW HAVEN HOSPITAL AS A LABORATORY TO OVERCOME THE CHALLENGES OF SENDING DIGITAL HEALTH DATA SECURELY FROM THE HOSPITAL SYSTEMS TO AN INDEPENDENT, CLOUD-BASED SYSTEM THAT ALLOWS AN INDIVIDUAL TO HAVE CONTROL OVER THEIR OWN DATA AND SHARE IT IF THEY WISH. THIS IS A PROOF OF CONCEPT PROJECT THAT HAS IMPLICATIONS FOR CLINICAL CARE AND RESEARCH. THE PRELIMINARY TOOLS DEVELOPED BY THE ORGANIZATION THROUGH THE ME2HEALTH AGREEMENT ALSO WERE USED BY YALE IN COLLABORATION WITH THE ORGANIZATION FOR OTHER RESEARCH PROJECTS. ONE PROPOSAL WAS THE YALE PARTICIPANT TECHNOLOGIES CENTER (YPTC) THAT WAS LED BY YALE UNIVERSITY AND IN PARTNERSHIP WITH UNIVERSITY OF CALIFORNIA SAN FRANCISCO, UNIVERSITY OF CHICAGO, ME2HEALTH, THE NATIONAL PARTNERSHIP OF WOMEN AND FAMILIES AND ACCENTURE. THIS WAS DESIGNED TO SUPPORT THE PRECISION MEDICINE INITIATIVE (PMI) BY ENABLING PEOPLE TO BECOME AUTHENTIC PARTNERS WITH RESEARCHERS TO PRODUCE RESEARCH DATABASES THAT CAN CONTRIBUTE TO SCIENTIFIC BREAKTHROUGHS AND BE PERSONALIZED TO EACH INDIVIDUAL. THE GRANT APPLICATION FOR THE PROJECT STATES THAT THE YPTC WILL DEVELOP, TEST, MAINTAIN AND UPGRADE THE PMI PLATFORM TO SUPPORT ENROLLMENT, CONSENT, DATA COLLECTION, COMMUNICATION, AND FEEDBACK; PROVIDE PARALLEL SYSTEMS FOR PARTICIPANTS WITHOUT CELL PHONES; COLLABORATE WITH TECHNOLOGY ENTITIES TO INCREASE SMARTPHONE ACCESSIBILITY; OBTAIN PASSIVE SENSOR TECHNOLOGIES FOR SELECTED PARTICIPANTS; EXTRACT MEANINGFUL AND INTEROPERABLE DATA FROM CURRENT TECHNOLOGIES; AND ASSIST THE PMI COORDINATING CENTER IN DATA ACQUISITION AND MANAGEMENT FROM PARTICIPANT TECHNOLOGIES. A SECOND PROJECT USING THE PRELIMINARY ME2HEALTH PRODUCT WAS WITH THE YALE CLINICAL AND TRANSLATIONAL SCIENCE AWARDS (CTSA). THE RESEARCH FOCUSED ON CONDUCTING PATIENT-CENTERED RESEARCH DEVELOPED IN PARTNERSHIP WITH YNHH. A PRODUCT WAS DEVELOPED THAT IS FREE TO PATIENTS, AUTO-POPULATED FROM ELECTRONIC HEALTH RECORDS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PREMIER: PUBLISHING FROM THE PREMIER REGISTRY (PROSPECTIVE REGISTRY EVALUATING OUTCOMES AFTER MYOCARDIAL INFARCTION: EVENTS AND RECOVERY) REMAINS A LARGE PART OF CVO'S ACCOMPLISHMENTS. THE EXTENSIVE DATABASE CONTINUES TO BE USED BY MULTIPLE INVESTIGATORS, PHYSICIANS AND NURSES ALIKE, FOR SEVERAL PUBLICATIONS THIS YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2IN ACCORDANCE WITH ITS REVIEW FUNCTION, THE BOARD OF DIRECTORS SHALL TAKE THE FOLLOWING ACTIONS: -SELECT THE FORM 990 PREPARER. "CONDUCT A DETAILED REVIEW OF THE FORM 990 AND CONSIDER THE ISSUES PRESENTED. "ENSURE THAT THE MISSION STATEMENT STATED IN THE FORM 990 HAS BEEN APPROVED BY THE BOARD OF DIRECTORS. "CAREFULLY MONITOR THE DESCRIPTION OF THE CORPORATION'S PURPOSES AND ACTIVITIES REPORTED ON THE FORM 990 TO ENSURE ACCURACY AND COMPLIANCE WITH SECTION 501(C)(3). "APPROVE AND DISTRIBUTE THE ANNUAL DISCLOSURE STATEMENT TO OFFICERS, DIRECTORS AND KEY EMPLOYEES TO ACQUIRE INFORMATION ON THEIR RESPECTIVE FAMILY AND BUSINESS RELATIONSHIPS, TRANSACTIONS WITH THE CORPORATION, POTENTIAL CONFLICTS OF INTEREST, AND OTHER INFORMATION NEEDED TO ANSWER VARIOUS FORM 990 QUESTIONS AND COMPLY WITH THE CORPORATION'S CONFLICTS OF INTEREST POLICY. "CONSULT DIRECTLY WITH THE FORM 990 PREPARER AND LEGAL COUNSEL RELATIVE TO ANY ISSUES PRESENTED ON THE FORM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EACH COVERED PERSON WILL ANNUALLY SIGN A STATEMENT THAT AFFIRMS SUCH PERSON: "HAS RECEIVED A COPY OF THIS POLICY; "HAS READ AND UNDERSTANDS THE POLICY; "HAS AGREED TO COMPLY WITH THE POLICY; AND "UNDERSTANDS THE CORPORATION IS EXEMPT FROM FEDERAL INCOME TAX AND TO MAINTAIN ITS FEDERAL TAX EXEMPTION THE CORPORATION MUST ENGAGE PRIMARILY IN ACTIVITIES THAT ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. IN ADDITION, EACH COVERED PERSON WILL ANNUALLY COMPLETE, SIGN AND PROMPTLY RETURN TO THE BOARD OR THE EXECUTIVE COMMITTEE A QUESTIONNAIRE AND DISCLOSURE STATEMENT SUBSTANTIALLY IN THE FORM ATTACHED HERETO. A COVERED PERSON NEED NOT DISCLOSE COMPENSATION PAID TO THE COVERED PERSON BY CORPORATION PURSUANT TO A RESOLUTION OF THE BOARD. PERIODIC REVIEWS TO ENSURE THAT THE CORPORATION OPERATES IN A MANNER CONSISTENT WITH ITS TAX-EXEMPT PURPOSES AND THAT IT DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS STATUS AS AN ORGANIZATION EXEMPT FROM FEDERAL INCOME TAX, THE BOARD OR THE EXECUTIVE COMMITTEE WILL CONDUCT PERIODIC REVIEWS. THE PERIODIC REVIEWS WILL, AT A MINIMUM, INCLUDE THE FOLLOWING SUBJECTS: "IF THE CORPORATION PAYS COMPENSATION, WHETHER THE CORPORATION COMPENSATION ARRANGEMENTS ARE REASONABLE, BASED ON COMPETENT SURVEY INFORMATION, AND ARE THE RESULT OF ARM'S-LENGTH BARGAINING; AND "WHETHER TRANSACTIONS AND ARRANGEMENTS WITH OTHER ENTITIES AND INDIVIDUALS CONFORM TO THE CORPORATION'S POLICIES, ARE PROPERLY RECORDED, REFLECT REASONABLE PAYMENTS FOR GOODS AND SERVICES, FURTHER THE CORPORATION'S TAX-EXEMPT PURPOSES AND DO NOT RESULT IN PRIVATE INUREMENT, IMPERMISSIBLE PRIVATE BENEFIT, OR IN AN EXCESS BENEFIT TRANSACTION. USE OF OUTSIDE EXPERTS WHEN CONDUCTING THE PERIODIC REVIEWS PROVIDED FOR ABOVE, THE BOARD OR THE EXECUTIVE COMMITTEE SHOULD RELY ON APPROPRIATE OUTSIDE EXPERTS WHEN APPROPRIATE SUCH AS ATTORNEYS, APPRAISERS, OR COMPENSATION OR OTHER CONSULTANTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION DOES NOT COMPENSATE ITS TOP OFFICER'S.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt51. SERVICES TO BE PROVIDED MUST BE SPECIFIED AND APPROVED BY A BOARD MEMBER, INCLUDING A MAXIMUM REIMBURSEMENT AMOUNT. 2. ONCE SERVICES ARE APPROVED, A SUMMARY OF WORK PROVIDED, DIRECT EXPENSES AND ANY CONSULTATION FEES MUST ACCOMPANY AN INVOICE PRIOR TO ANY PAYMENT BEING ISSUED. CONSULTATION FEES WILL REQUIRE DOCUMENTATION OF HOURS SPENT OR SERVICES PERFORMED AND WILL BE PROVIDED AT THE CONSULTANT'S USUAL AND CUSTOMARY FEE. THESE WILL BE APPROVED BY A BOARD MEMBER AS BEING REASONABLE FOR THE SERVICES PROVIDED. 3. IF SERVICES ARE PROVIDED WITHOUT A FORMAL, SIGNED AGREEMENT, THEN PAYMENT AMOUNT WILL BE DETERMINED BY THE OFFICER OR BOARD MEMBER, AS IF THE REQUEST HAD BEEN MADE PRIOR TO THE COMPLETION OF THE WORK. IF APPROVAL IS NOT PROVIDED, THEN NO PAYMENTS WILL BE MADE. AN INVOICE IS REQUIRED PRIOR TO ANY PAYMENT BEING ISSUED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ON THE COMPANY'S WEBSITE "WWW.CVOUTCOMES.ORG" THERE IS A STATEMENT STATING "POLICIES RELATED TO THE GOVERANCE OF CV OUTCOMES, INC. ARE AVAILABLE UPON REQUEST." WHEN YOU CLICK ON THE STATEMENT, IT WILL LINK TO AN E-MAIL ADDRESS WERE PEOPLE CAN REQUEST THE INFORMATION THEY WANT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
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