Civic Intelligence

Jaeb Center for Health Research

EIN 59-3187624 • 501(c)3 • Tampa, FL

Profile

Our mission is to expand scientific knowledge and improve public health by designing and conducting world-class clinical trials and epidemiologic research.

15310 Amberly Drive 350Tampa, FL 33647

www.jaeb.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

97th percentile

1.22x

Higher debt load relative to assets than 97% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2025

Liabilities / Revenue

62nd percentile

0.53x

Higher debt load relative to revenue than 62% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2025

Net Margin

26th percentile

-2.2%

Higher net margin than 26% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2025

Top Officer Pay

77th percentile

$637,538

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

501(c)3 • $50M-$100M nonprofits • Source year 2025

Asset Growth

85th percentile

22%

Faster asset growth than 85% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2024 to 2025

Revenue Growth

62nd percentile

14%

Faster revenue growth than 62% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2024 to 2025

Assets

Down

$21,082,347

Down $2,685,369 (-11%) from 2023

Liabilities

Up

$25,337,257

Up $5,849,941 (+30%) from 2023

Net Assets

Down

-$4,254,910

Down $8,535,310 (-199%) from 2023

Revenue

Down

$51,646,673

Down $1,574,306 (-3.0%) from 2023

Expenses

Up

$60,169,326

Up $15,280,910 (+34%) from 2023

Net Income

Down

-$8,522,653

Down $16,855,216 (-202%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30M$20M$10M$0-$10MAssets 2010: $7,398,876Liabilities 2010: $5,391,431Net Assets 2010: $2,007,4452010Assets 2011: $5,187,648Liabilities 2011: $3,481,104Net Assets 2011: $1,706,5442011Assets 2012: $7,391,814Liabilities 2012: $6,617,701Net Assets 2012: $774,1132012Assets 2013: $15,588,388Liabilities 2013: $11,773,124Net Assets 2013: $3,815,2642013Assets 2014: $7,226,502Liabilities 2014: $4,875,279Net Assets 2014: $2,351,2232014Assets 2015: $7,470,878Liabilities 2015: $5,954,715Net Assets 2015: $1,516,1632015Assets 2016: $9,363,839Liabilities 2016: $5,336,143Net Assets 2016: $4,027,6962016Assets 2017: $11,160,659Liabilities 2017: $5,747,289Net Assets 2017: $5,413,3702017Assets 2018: $14,628,595Liabilities 2018: $10,831,754Net Assets 2018: $3,796,8412018Assets 2019: $16,106,522Liabilities 2019: $11,358,084Net Assets 2019: $4,748,4382019Assets 2020: $11,858,596Liabilities 2020: $14,068,592Net Assets 2020: -$2,209,9962020Assets 2021: $6,686,378Liabilities 2021: $11,691,133Net Assets 2021: -$5,004,7552021Assets 2022: $10,449,118Liabilities 2022: $14,538,729Net Assets 2022: -$4,089,6112022Assets 2023: $23,767,716Liabilities 2023: $19,487,316Net Assets 2023: $4,280,4002023Assets 2024: $21,082,347Liabilities 2024: $25,337,257Net Assets 2024: -$4,254,9102024

Highlighted filing

2024

Assets$21,082,347
Liabilities$25,337,257
Net Assets-$4,254,910

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$80M$60M$40M$20M$0-$20MExpenses 2010: $27,327,9402010Expenses 2011: $26,288,1022011Expenses 2012: $37,220,9702012Revenue 2013: $36,692,599Expenses 2013: $33,661,830Net Income 2013: $3,030,7692013Revenue 2014: $32,092,390Expenses 2014: $33,561,256Net Income 2014: -$1,468,8662014Revenue 2015: $28,271,235Expenses 2015: $29,109,647Net Income 2015: -$838,4122015Revenue 2016: $32,893,527Expenses 2016: $30,394,597Net Income 2016: $2,498,9302016Revenue 2017: $32,502,023Expenses 2017: $31,109,612Net Income 2017: $1,392,4112017Revenue 2018: $34,284,773Expenses 2018: $35,901,302Net Income 2018: -$1,616,5292018Revenue 2019: $32,174,915Expenses 2019: $31,223,318Net Income 2019: $951,5972019Revenue 2020: $36,934,374Expenses 2020: $43,892,808Net Income 2020: -$6,958,4342020Revenue 2021: $30,945,662Expenses 2021: $33,740,421Net Income 2021: -$2,794,7592021Revenue 2022: $37,806,927Expenses 2022: $34,336,709Net Income 2022: $3,470,2182022Revenue 2023: $53,220,979Expenses 2023: $44,888,416Net Income 2023: $8,332,5632023Revenue 2024: $51,646,673Expenses 2024: $60,169,326Net Income 2024: -$8,522,6532024

Highlighted filing

2024

Revenue$51,646,673
Expenses$60,169,326
Net Income-$8,522,653

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$21.1$25.3$4.25$51.6$60.2$8.52
2023Detailed filing. Detailed filing data is available for this year.$23.8$19.5$4.28$53.2$44.9$8.33
2022Detailed filing. Detailed filing data is available for this year.$10.4$14.5$4.09$37.8$34.3$3.47
2021Detailed filing. Detailed filing data is available for this year.$6.69$11.7$5.00$30.9$33.7$2.79
2020Detailed filing. Detailed filing data is available for this year.$11.9$14.1$2.21$36.9$43.9$6.96
2019Detailed filing. Detailed filing data is available for this year.$16.1$11.4$4.75$32.2$31.2$0.95
2018Detailed filing. Detailed filing data is available for this year.$14.6$10.8$3.80$34.3$35.9$1.62
2017Detailed filing. Detailed filing data is available for this year.$11.2$5.75$5.41$32.5$31.1$1.39
2016Detailed filing. Detailed filing data is available for this year.$9.36$5.34$4.03$32.9$30.4$2.50
2015Detailed filing. Detailed filing data is available for this year.$7.47$5.95$1.52$28.3$29.1$0.84
2014Detailed filing. Detailed filing data is available for this year.$7.23$4.88$2.35$32.1$33.6$1.47
2013Detailed filing. Detailed filing data is available for this year.$15.6$11.8$3.82$36.7$33.7$3.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.39$6.62$0.77$37.2
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.19$3.48$1.71$26.3
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.40$5.39$2.01$27.3
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 31, 2025
Return Version
2024v5.1
Gross Receipts
$54,183,271
Mission and Program Overview

Mission

Our mission is to expand scientific knowledge and improve public health by designing and conducting world-class clinical trials and epidemiologic research.

Design and conduct world-class clinical trials and epidemiologic research.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$2,633,881$8,968,703▲ $6,334,822
Pledges and Grants Receivable$7,699,495$5,245,794▼ $2,453,701
Cash and Non-Interest-Bearing Accounts$9,063,779$2,863,735▼ $6,200,044
Prepaid Expenses and Deferred Charges$464,581$1,472,099▲ $1,007,518
Investments in Publicly Traded Securities$2,574,929$1,067,835▼ $1,507,094
Land, Buildings, and Equipment, Net$238,450$548,582▲ $310,132
Accounts Receivable$12,138--
Total Assets$23,767,716$21,082,347▼ $2,685,369
Other Assets Total$1,080,463$915,599▼ $164,864
Liabilities
Deferred Revenue$13,768,197$21,568,416▲ $7,800,219
Accounts Payable and Accrued Expenses$4,597,583$2,792,914▼ $1,804,669
Other Liabilities$1,121,536$975,927▼ $145,609
Total Liabilities$19,487,316$25,337,257▲ $5,849,941
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,280,400$-4,254,910▼ $8,535,310
Total Net Assets Fund Balance$4,280,400$-4,254,910▼ $8,535,310
Total Liabilities and Net Assets / Fund Balance$23,767,716$21,082,347▼ $2,685,369

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$419,008$1,124,702$1,543,710
Leasehold Improvements$129,574$14,397$143,971
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Roy BeckMedical DirectorFT$503,353$120,835$624,188
Adam GlassmanPresidentFT$342,541$79,366$421,907
Craig KollmanDirector of BiostatisticsFT$251,335$59,531$310,866
Erica VogtChief Financial OfficerFT$243,550$53,629$297,179
B Michele MeliaBiostatistician VFT$230,500$51,320$281,820
Peter CalhounBiostatistician IvFT$210,542$50,037$260,579
Allison AyalaBiostatistician IvFT$195,142$43,879$239,021
Jeannie PerkinsChief Research ComplianceFT$192,580$44,445$237,025
Raymond KrakerEpidemiologist IvFT$174,001$43,879$217,880

Board Members and Trustees

NameTitle
Anne LindbladDirector
Dana BallDirector
Neil BresslerDirector
Shan ShikarpuriDirector

Highest Paid Contractors

ContractorServicesLocationCompensation
Cognizant Worldwide LimitedSoftware Development3610 HACKS CROSS ROAD, Memphis, TN 38125, Uk$623,750
Federal ExpressShipping Services-$514,208
Revenue and Support

Revenue Composition

Contributions and Grants
$32,326,515
Program Service Revenue
$18,960,490
Investment Income
$325,075
Other Revenue
$34,593
All Other Contributions
$12,830,708
Change in Net Assets
$-8,522,653
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$29,973,426
Salaries, Compensation, and Employee Benefits$20,497,067
Grants and Similar Amounts Paid$9,698,833
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$12,474,871$4,176,177-$16,651,048
Grants to Domestic Orgs$9,698,833--$9,698,833
Current Officers, Directors, Trustees, and Key Employees$489,486$1,090,813-$1,580,299
Travel$1,157,038$82,598-$1,239,636
Payroll Taxes$884,594$350,963-$1,235,557
Information Technology$172,690$839,228-$1,011,918
Pension Plan Contributions$730,031$204,288-$934,319
Fees for Services Other$737,455$140,437-$877,892
Office Expenses-$511,197-$511,197
Occupancy-$282,335-$282,335
Insurance-$170,917-$170,917
All Other Expenses$78,923$28,269-$107,192
Depreciation Depletion-$97,495-$97,495
Other Employee Benefits$95,844--$95,844
Fees for Services Accounting-$91,591-$91,591
Other Expenses$3,781,403$36,682-$36,682
Fees for Services Legal-$30,819-$30,819
Advertising$12,659$1,734-$14,393
Fees for Service Investment Mgmnt Fees-$4,229-$4,229
Total Functional Expenses$51,988,513$8,180,813$0$60,169,326
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Jaeb Center Research Trust IncTampa, FL501(c)(3)General Support$9,698,833

International Summary

Offices
0
Employees
64
Spending
$1,893,979

International Compliance

Foreign grant records maintained
Yes
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
Europe (including Iceland & Greenland) - Albania, Andorra, Austria, BelgiumProgram ServicesClinical Research Sites Contracted to Enroll Patients and Conduct Research Activities026$1,096,377
North America - Canada and Mexico, But Not the United StatesProgram ServicesClinical Research Sites Contracted to Enroll Patients and Conduct Research Activities027$455,725
South AmericaProgram ServicesClinical Sites Where Patients Are Enrolled in Us-coordinated Clinical Trials.06$245,685
Middle East and North Africa - Algeria, Bahrain, Djibouti, Egypt,Program ServicesClinical Research Sites Contracted to Enroll Patients and Conduct Research Activities03$92,299
East Asia and the PacificProgram ServicesClinical Sites Where Patients Are Enrolled in Us-coordinated Clinical Trials.02$3,893
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Lease Liability$975,927
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

There are no committees with authority to act on behalf of the governing body.

Form 990, Part VI, Section B, Line 11B

A complete copy of form 990 including all supporting schedules will be provided to the board of directors at its annual meeting for review and acceptance prior to filing.

Form 990, Part VI, Section B, Line 12C

Any board director, corporate officer, or member of a board committee who has direct or indirect financial interest, as defined below, is an interested person. If a person is an interested person with respect to any affiliate or subsidiary of the corporation, he/she is an interested person with respect to the corporation and all affiliated or subsidiary entities. A conflict of interest shall be deemed to exist at any time when an interest held, including without limitation a financial interest, or relationship maintained by an interested person, prohibits or inhibits, or potentially prohibits or inhibits, the interested person from exercising independent judgment in the best interests of the corporation. A conflict of interest shall not exist if resulting solely from the normal conduct of activities and business by and between the corporation or other affiliates of the corporation. An interested person must disclose the existence of the facts and circumstances of any conflict of interest or conflict of loyalty to the appropriate governance body with respect to any action or proposed action that gives rise to a conflict of interest or conflict of loyalty. Disclosure must be made to the board of directors or the board of directors committee as appropriate to the circumstances. After disclosure of the conflict of interest or conflict of loyalty and all material facts related thereto, and after any discussion with the interested person, the interested person shall leave any board of directors or committee meeting while the determination of a conflict of interest is discussed and voted upon. The remaining board directors or committee members shall decide if a conflict of interest exists. In the case of a disclosure to a committee, the committee may refer the matter for decision to the board of directors. Pending review and resolution by the board of directors or board committee, the interested person shall leave during any deliberations or action concerning the matter that gives rise to a conflict of interest.

Form 990, Part VI, Section B, Line 15

The board of directors shall annually review and approve the compensation of the corporate officers, any key employees (as defined by the irs), and the next five highest compensated employees as listed on the organization's prior year form 990. It is the board's intention that this policy and its associated procedures will meet the rebuttable presumption test under irc 4958 and treasury regulation 53.4958-6. The purpose of the annual review is to ensure that the compensation program falls within a reasonable range of competitive practices for comparable positions among similarly situated organizations. The board will keep robust minutes of its deliberations and decisions, the president's reports, the corporate treasurer's reports, and any other supporting documentation that it relies on for its compensation decisions. All these documents will be delivered to the corporate secretary promptly after the board meeting for entry into the corporate books and records. The process described here was last completed in 2024.

Form 990, Part VI, Section C, Line 19

The audited financial statements, form 990s, and form 1023 are made available to the public on the organization's website and upon request.

Filing and Contact Details

Filer

Filer Name
Jaeb Center for Health Research
EIN
59-3187624
Phone
8139758690
Address
15310 AMBERLY DRIVE 350, TAMPA, FL 33647

Signing Officer

Name
Erica M Vogt
Title
Treasurer
Phone
8139758690
Signed
2025-03-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Adam Glassman
Formed
1998
Legal Domicile
Fl
Voting Board Members
5
Independent Board Members
4
Employees
190
Volunteers
4

Preparer

Firm
Cliftonlarsonallen Llp
Address
420 SOUTH ORANGE AVENUE SUITE 900, ORLANDO, FL 32801
Preparer
Tina Henton
Phone
4078021200
Supplemental Narrative

Additional Explanations

Part III, Line 4A

During 2024, jchr was engaged in 50 clinical studies, which culminated in 51 scientific publications and 50 presentations at prominent national and international conferences. In 2024, jchr received grants from the national institutes of health (8), helmsley charitable trust (10), breakthrough t1d (6), foundation fighting blindness (6), cystic fibrosis foundation (5), food and drug administration (1), and national institute for health and care research (1). Collaborations with industry continues to be an integral part of our work. Jchr was engaged in collaborations with 14 industry partners spanning 21 studies, including 9 investigator initiated studies. Several studies are funded by multiple sources. For example, one clinical trial evaluating fenofibrate for diabetic retinopathy is a large collaboration with funds provided by the national institutes of health (national eye institute and national institute of diabetes and digestive and kidney disease), breakthrough t1d, helmsley charitable trust, and roche. Jchr also self-funded one study and numerous statistical analysis projects using datasets from previously completed studies. Among approximately 2,845 entities receiving nih funding in 2024, jchr ranks in the top 9 percent. Out of approximately 65,000 nih grants awarded in 2024, jchr had the 178th- (top 0.3 percent) and 312th- (top 0.47 percent) largest grants (source: blue ridge institute for medical research, 2024). Jchr's studies in 2024 led to several high-impact findings with clinical and regulatory implications. Notable results include: diabetes studies: 1. Secure-t2d trial results: this study demonstrated that the omnipod 5 automated insulin delivery system was safe and effective for adults with type 2 diabetes, helping to optimize glucose control. The results of the trial lead to fda approval of omnipod 5 for patients with type 2 diabetes. 2. Evaluation of ultra-rapid lispro insulin with control-iq technology: a multicenter study evaluated the use of ultra-rapid lispro (urli) insulin in combination with control-iq technology across adults, adolescents, and children with type 1 diabetes. The results showed that urli insulin improved postprandial glucose control and enhanced overall time in range, highlighting its effectiveness as part of an advanced automated insulin delivery system. This study led to tandem diabetes care, inc., obtaining european union (eu) clearance for the t:slim x2 insulin pump with control-iq automated insulin delivery (aid) technology with the use of eli lilly and company's lyumjev (insulin lispro-aabc injection) ultra-rapid-acting insulin. 3. Impact of cgm on pregnancy outcomes: the study demonstrated that continuous glucose monitoring (cgm) was comparable to oral glucose tolerance test for diagnosing gestational diabetes and useful in predicting adverse perinatal outcomes. 4. Exercise and glucose control in type 1 diabetes (t1dexi study): this research showed that strategic exercise could reduce hyperglycemia risk without causing hypoglycemia. The study also revealed important sex differences in diabetes self-management strategies. 5. Automated insulin delivery (aid) for older adults: a randomized trial found that older adults with type 1 diabetes significantly benefited from aid systems, experiencing improved glycemic control and enhanced quality of life. 6. Inhaled insulin plus basal insulin vs. Usual care: a randomized trial compared the effectiveness of inhaled insulin combined with basal insulin to standard care in adults with type 1 diabetes. The study found that the combination of inhaled and basal insulin was non-inferior to standard care consisting predominately of either an automated insulin delivery system or multiple daily insulin injections. These findings highlight the potential for inhaled insulin as a viable alternative to traditional rapid-acting insulin therapy and to enhance diabetes management strategies. Eye disease studies: 1. Advanced retinal imaging for diabetic retinop

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