Civic Intelligence

Healthtree Foundation Inc.

990 • Fiscal year 2019 • EIN 45-5354811

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 02, 2020

3315 Mayflower Ave Suite 2Lehi, UT 84043

(801) 949-1034

Siviq Scores

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

Liabilities / Assets

29th percentile

0.01x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

19th percentile

0.00x

Higher debt load relative to revenue than 19% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

79th percentile

22%

Higher net margin than 79% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

89th percentile

$192,666

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 6.9% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

98th percentile

191%

Faster asset growth than 98% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

95th percentile

146%

Faster revenue growth than 95% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Up

$952,796

Up $625,833 (+191%) from 2018

Net Assets

Up

$942,014

Up $630,272 (+202%) from 2018

Liabilities

Down

$10,782

Down $4,439 (-29%) from 2018

Revenue

Up

$2,809,139

Up $1,666,685 (+146%) from 2018

Expenses

Up

$2,178,867

Up $681,633 (+46%) from 2018

Net Income

Up

$630,272

Up $985,052 (+278%) from 2018

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2012: $1Liabilities 2012: $842012Assets 2013: $162Liabilities 2013: $6,1822013Assets 2014: $37,072Liabilities 2014: $12,342Net Assets 2014: $24,7302014Assets 2015: $126,372Liabilities 2015: $10,112Net Assets 2015: $116,2602015Assets 2016: $220,966Liabilities 2016: $23,267Net Assets 2016: $197,6992016Assets 2017: $674,440Liabilities 2017: $7,918Net Assets 2017: $666,5222017Assets 2018: $326,963Liabilities 2018: $15,221Net Assets 2018: $311,7422018Assets 2019: $952,796Liabilities 2019: $10,782Net Assets 2019: $942,0142019Assets 2020: $2,281,711Liabilities 2020: $233,551Net Assets 2020: $2,048,1602020Assets 2021: $3,314,648Liabilities 2021: $740,359Net Assets 2021: $2,574,2892021Assets 2022: $2,176,791Liabilities 2022: $126,486Net Assets 2022: $2,050,3052022Assets 2023: $1,955,234Liabilities 2023: $73,426Net Assets 2023: $1,881,8082023Assets 2024: $2,868,358Liabilities 2024: $788,592Net Assets 2024: $2,079,7662024

Highlighted filing

2019

Assets$952,796
Liabilities$10,782
Net Assets$942,014

Operations Trend

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

$10M$5.0M$0-$5.0MRevenue 2012: $41,100Expenses 2012: $41,184Net Income 2012: -$842012Revenue 2013: $56,060Expenses 2013: $61,996Net Income 2013: -$5,9362013Revenue 2014: $94,697Expenses 2014: $63,947Net Income 2014: $30,7502014Revenue 2015: $218,127Expenses 2015: $126,597Net Income 2015: $91,5302015Revenue 2016: $635,842Expenses 2016: $554,403Net Income 2016: $81,4392016Revenue 2017: $921,739Expenses 2017: $452,916Net Income 2017: $468,8232017Revenue 2018: $1,142,454Expenses 2018: $1,497,234Net Income 2018: -$354,7802018Revenue 2019: $2,809,139Expenses 2019: $2,178,867Net Income 2019: $630,2722019Revenue 2020: $4,209,687Expenses 2020: $3,315,978Net Income 2020: $893,7092020Revenue 2021: $4,932,729Expenses 2021: $4,400,338Net Income 2021: $532,3912021Revenue 2022: $4,765,109Expenses 2022: $5,289,093Net Income 2022: -$523,9842022Revenue 2023: $5,450,407Expenses 2023: $5,618,904Net Income 2023: -$168,4972023Revenue 2024: $7,483,147Expenses 2024: $7,285,189Net Income 2024: $197,9582024

Highlighted filing

2019

Revenue$2,809,139
Expenses$2,178,867
Net Income$630,272
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 2, 2020
Return Version
2019v5.0
Gross Receipts
$2,860,475
Mission and Program Overview

Mission

A patient-centered approach to healthcare innovation for rare cancers and orphan diseases.

Providing patient-centered tools, education, and support to those with rare diseases using a patient-initiated data platform in collaboration with disease experts to improve outcomes and accelerate cures.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$308,909$940,646▲ $631,737
Land, Buildings, and Equipment, Net$18,054$12,150▼ $5,904
Total Assets$326,963$952,796▲ $625,833
Liabilities
Accounts Payable and Accrued Expenses$15,221$10,782▼ $4,439
Total Liabilities$15,221$10,782▼ $4,439
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$311,742$942,014▲ $630,272
Total Net Assets Fund Balance$311,742$942,014▲ $630,272
Total Liabilities and Net Assets / Fund Balance$326,963$952,796▲ $625,833

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$12,150$10,828$22,978
Equipment-$4,263$4,263
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Todd FosterHt Product MFT$170,603$22,063$192,666
Todd FosterHt Product Manager-$170,603$22,063$192,666
Gregor BrozeitRoundtable DFT$143,633$15,071$158,704
Gregor BrozeitRoundtable Director-$143,633$15,071$158,704
Ben OrozcoCTOFT$119,014$12,937$131,951
Jennifer AhlstromPresidentFT$124,622-$124,622
Allyse ShumwaySecretary TrFT$53,549-$53,549

Board Members and Trustees

NameTitle
Adam BlumBoard Member
Anne DrennanBoard Member
Dale SandersBoard Member
Owen LegareBoard Member
Seth ChristensenBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$2,860,475
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$-51,336
All Other Contributions
$2,702,733
Change in Net Assets
$630,272
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,079,771
Other Expenses$971,997
Grants and Similar Amounts Paid$127,099
Total Fundraising Expense$103,014
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$759,474$7,777-$767,251
Conferences and Meetings$542,531-$390$542,921
Current Officers, Directors, Trustees, and Key Employees$119,316-$58,855$178,171
Information Technology$159,751--$159,751
Grants to Domestic Orgs$127,099--$127,099
Other Employee Benefits$70,709--$70,709
Payroll Taxes$58,543$595$4,502$63,640
Fees for Services Other--$36,800$36,800
Travel$33,773$812-$34,585
Office Expenses$4,908$21,785$2,467$29,160
Occupancy-$19,844-$19,844
Fees for Services Accounting-$11,215-$11,215
Fees for Services Legal-$7,821-$7,821
Depreciation Depletion-$5,904-$5,904
Insurance-$775-$775
Other Expenses$791$59-$59
Total Functional Expenses$1,938,245$137,608$103,014$2,178,867
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Wake Forest UniverstiyWinstonsalem, NC501c3Myeloma Research$100,000
Ohio State UniversityColumbus, OH501c3Myeloma Research$26,099
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$51,336
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Columbus Run$130,191-$27,141-
Myeloma Crowd C$27,551-$22,188-
Total Events$157,742-$51,336$-51,336
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
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

A copy of the return is provided to board members via email.

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

Covered annually via board meetings.

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

The compensation committee follows the rebuttable presumption of reasonableness procedure described in irs regulations section 53.4958-6(c) when setting compensation for the position of president/ceo and utilizes comparable non-profit salary data for establishing compensation levels.

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

The compensation committee follows the rebuttable presumption of reasonableness procedure described in irs regulations section 53.4958-6(c) when setting compensation for officers or key employees and utilizes comparable non-profit salary data for establishing compensation levels.

Form 990, Page 6, Part VI, Line 19

Crowdcare foundation makes its governing documents, conflict of interest policy, or financial statements available to the public upon request.

Form 990, Part VIII

Part viii, line 8c - the net loss from fundraising events reported on line 8c does not incorporate the contribution revenue from all fundraiser gross receipts. The contribution revenue is reported on line 1c and on line 8a. The net economic outcome of crowdcare foundation's 2019 fundraisers: gross receipts from all events 157,742 less: cash expenses of events (51,336) net economic benefit from fundraisers 106,406

Filing and Contact Details

Filer

Filer Name
Crowdcare Foundation
EIN
45-5354811
Phone
8019491034
Address
3315 MAYFLOWER AVE SUITE 2, LEHI, UT 84043

Signing Officer

Name
Jennifer Ahlstrom
Title
President
Phone
8019491034
Signed
2020-06-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jennifer Ahlstrom
Formed
2012
Legal Domicile
De
Voting Board Members
5
Independent Board Members
4
Employees
23
Volunteers
100

Preparer

Firm
Squire & Company Pc
Address
215 S STATE ST STE 850, SALT LAKE CITY, UT 84111-2380
Preparer
Gregory O Hyde CPA
Phone
8015330409
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 2

The organization expanded the healthtree data solution program with healthtree university. The service includes a video production element that is dedicated to teaching viewers about multiple myeloma.

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

Support for clinical trials (sct): the crowdcare foundation recognizes that little-known diseases provide a significant challenge: there aren't that many patients to participate in clinical research. The crowdcare foundation aims to promote clinical trial participation to help accelerate the pace of medical research. The myeloma crowd radio and als crowd radio shows interview top researchers and encourage patients to join clinical trials in their respective disease states. These shows give patients insight into the latest research being performed. Additionally, the myeloma crowd research initiative (mcri) is a crowdsourced and crowdfunding research project to find and fund the best research for high-risk myeloma patients. The mcri is now funding three immunotherapy projects: dr. David chung at the memorial sloan kettering cancer center, dr. Cesar rodrigues at wake forest university, and dr. Frank zhan at the university of iowa. Als crowd is developing a data aggregate system for als patients to identify key drivers and biomarkers to better define the disease.

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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/ProgSrvcAccomActy2Grp/Desc0SUPPORT FOR CLINICAL TRIALS (SCT): THE CROWDCARE FOUNDATION RECOGNIZES THAT LITTLE-KNOWN DISEASES PROVIDE A SIGNIFICANT CHALLENGE: THERE AREN'T THAT MANY PATIENTS TO PARTICIPATE IN CLINICAL RESEARCH. THE CROWDCARE FOUNDATION AIMS TO PROMOTE CLINICAL TRIAL PARTICIPATION TO HELP ACCELERATE THE PACE OF MEDICAL RESEARCH. THE MYELOMA CROWD RADIO AND ALS CROWD RADIO SHOWS INTERVIEW TOP RESEARCHERS AND ENCOURAGE PATIENTS TO JOIN CLINICAL TRIALS IN THEIR RESPECTIVE DISEASE STATES. THESE SHOWS GIVE PATIENTS INSIGHT INTO THE LATEST RESEARCH BEING PERFORMED. ADDITIONALLY, THE MYELOMA CROWD RESEARCH INITIATIVE (MCRI) IS A CROWDSOURCED AND CROWDFUNDING RESEARCH PROJECT TO FIND AND FUND THE BEST RESEARCH FOR HIGH-RISK MYELOMA PATIENTS. THE MCRI IS NOW FUNDING THREE IMMUNOTHERAPY PROJECTS: DR. DAVID CHUNG AT THE MEMORIAL SLOAN KETTERING CANCER CENTER, DR. CESAR RODRIGUES AT WAKE FOREST UNIVERSITY, AND DR. FRANK ZHAN AT THE UNIVERSITY OF IOWA. ALS CROWD IS DEVELOPING A DATA AGGREGATE SYSTEM FOR ALS PATIENTS TO IDENTIFY KEY DRIVERS AND BIOMARKERS TO BETTER DEFINE THE DISEASE.
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IRS990/ProgSrvcAccomActy3Grp/Desc0DATA SOLUTIONS (DS): HEALTHTREE IS A PATIENT-INITIATED, RESEARCHER VALIDATED DATA PLATFORM THAT SERVES AS A DATA RESOURCE FOR RESEARCH BUT ALSO PROVIDES BENEFITS BACK TO PATIENTS. HEALTHTREE IS A SHARED-DECISION MAKING TOOL FOR PATIENTS AND HELPS PATIENTS UNDERSTAND THEIR TREATMENT OPTIONS, FIND CLINICAL TRIALS, CONNECT WITH OTHERS WITH SIMILAR DISEASE, AND BECOME EDUCATED ON THEIR DISEASE.
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IRS990ScheduleI/RecipientTable/IRCSectionDesc1501C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0MYELOMA RESEARCH
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1MYELOMA RESEARCH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0WAKE FOREST UNIVERSTIY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1OHIO STATE UNIVERSITY
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1660 ACKERMAN RD 6TH FLOOR
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1GREGOR BROZEIT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0HT PRODUCT MANAGER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1ROUNDTABLE DIRECTOR
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION EXPANDED THE HEALTHTREE DATA SOLUTION PROGRAM WITH HEALTHTREE UNIVERSITY. THE SERVICE INCLUDES A VIDEO PRODUCTION ELEMENT THAT IS DEDICATED TO TEACHING VIEWERS ABOUT MULTIPLE MYELOMA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SUPPORT FOR CLINICAL TRIALS (SCT): THE CROWDCARE FOUNDATION RECOGNIZES THAT LITTLE-KNOWN DISEASES PROVIDE A SIGNIFICANT CHALLENGE: THERE AREN'T THAT MANY PATIENTS TO PARTICIPATE IN CLINICAL RESEARCH. THE CROWDCARE FOUNDATION AIMS TO PROMOTE CLINICAL TRIAL PARTICIPATION TO HELP ACCELERATE THE PACE OF MEDICAL RESEARCH. THE MYELOMA CROWD RADIO AND ALS CROWD RADIO SHOWS INTERVIEW TOP RESEARCHERS AND ENCOURAGE PATIENTS TO JOIN CLINICAL TRIALS IN THEIR RESPECTIVE DISEASE STATES. THESE SHOWS GIVE PATIENTS INSIGHT INTO THE LATEST RESEARCH BEING PERFORMED. ADDITIONALLY, THE MYELOMA CROWD RESEARCH INITIATIVE (MCRI) IS A CROWDSOURCED AND CROWDFUNDING RESEARCH PROJECT TO FIND AND FUND THE BEST RESEARCH FOR HIGH-RISK MYELOMA PATIENTS. THE MCRI IS NOW FUNDING THREE IMMUNOTHERAPY PROJECTS: DR. DAVID CHUNG AT THE MEMORIAL SLOAN KETTERING CANCER CENTER, DR. CESAR RODRIGUES AT WAKE FOREST UNIVERSITY, AND DR. FRANK ZHAN AT THE UNIVERSITY OF IOWA. ALS CROWD IS DEVELOPING A DATA AGGREGATE SYSTEM FOR ALS PATIENTS TO IDENTIFY KEY DRIVERS AND BIOMARKERS TO BETTER DEFINE THE DISEASE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A COPY OF THE RETURN IS PROVIDED TO BOARD MEMBERS VIA EMAIL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COVERED ANNUALLY VIA BOARD MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE COMPENSATION COMMITTEE FOLLOWS THE REBUTTABLE PRESUMPTION OF REASONABLENESS PROCEDURE DESCRIBED IN IRS REGULATIONS SECTION 53.4958-6(C) WHEN SETTING COMPENSATION FOR THE POSITION OF PRESIDENT/CEO AND UTILIZES COMPARABLE NON-PROFIT SALARY DATA FOR ESTABLISHING COMPENSATION LEVELS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE COMPENSATION COMMITTEE FOLLOWS THE REBUTTABLE PRESUMPTION OF REASONABLENESS PROCEDURE DESCRIBED IN IRS REGULATIONS SECTION 53.4958-6(C) WHEN SETTING COMPENSATION FOR OFFICERS OR KEY EMPLOYEES AND UTILIZES COMPARABLE NON-PROFIT SALARY DATA FOR ESTABLISHING COMPENSATION LEVELS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CROWDCARE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PART VIII, LINE 8C - THE NET LOSS FROM FUNDRAISING EVENTS REPORTED ON LINE 8C DOES NOT INCORPORATE THE CONTRIBUTION REVENUE FROM ALL FUNDRAISER GROSS RECEIPTS. THE CONTRIBUTION REVENUE IS REPORTED ON LINE 1C AND ON LINE 8A. THE NET ECONOMIC OUTCOME OF CROWDCARE FOUNDATION'S 2019 FUNDRAISERS: GROSS RECEIPTS FROM ALL EVENTS 157,742 LESS: CASH EXPENSES OF EVENTS (51,336) NET ECONOMIC BENEFIT FROM FUNDRAISERS 106,406
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART VIII
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.87$0.79$2.08$7.48$7.29$0.20
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.96$0.07$1.88$5.45$5.62$0.17
2022Detailed filing. Detailed filing data is available for this year.$2.18$0.13$2.05$4.77$5.29$0.52
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.31$0.74$2.57$4.93$4.40$0.53
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.28$0.23$2.05$4.21$3.32$0.89
2019Detailed filing. Detailed filing data is available for this year.$0.95$0.01$0.94$2.81$2.18$0.63
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.33$0.02$0.31$1.14$1.50$0.35
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.67$0.01$0.67$0.92$0.45$0.47
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.22$0.02$0.20$0.64$0.55$0.08
2015Detailed filing. Detailed filing data is available for this year.$0.13$0.01$0.12$0.22$0.13$0.09
2014Detailed filing. Detailed filing data is available for this year.$0.04$0.01$0.02$0.09$0.06$0.03
2013Summary only. Only limited summary data is available for this year.$0.00$0.01$0.06$0.06$0.01
2012Summary only. Only limited summary data is available for this year.$0.00$0.00$0.04$0.04$0.00
Peer Organizations

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