Civic Intelligence

IVI Foundation Inc DBA Center for Innovation & Value Research

EIN 83-2257857 • 501(c)3 • Alexandria, VA

Profile

The Foundation's mission is to advance the science and improve the practice of value assessment in healthcare. The Foundation's goal is to build a platform that facilitates robust and rigorous patient-centered value assessment of health technologies tailored to the needs and interests of individual decision makers.

107 S West Street 731Alexandria, VA 22314

www.valueresearch.org

Siviq Scores

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

Liabilities / Assets

64th percentile

0.16x

Higher debt load relative to assets than 64% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

47th percentile

0.06x

Higher debt load relative to revenue than 47% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

12th percentile

-26%

Higher net margin than 12% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

97th percentile

$411,388

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 17.7% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

5th percentile

-44%

Faster asset growth than 5% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

16th percentile

-20%

Faster revenue growth than 16% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets64th percentile

Assets

Down

$854,448

Down $659,359 (-44%) from 2023

Liabilities

Down

$137,562

Down $47,993 (-26%) from 2023

Net Assets

Down

$716,886

Down $611,366 (-46%) from 2023

Operations
Liabilities / Revenue47th percentileNet Margin12th percentile

Revenue

Down

$2,326,424

Down $563,806 (-20%) from 2023

Expenses

Down

$2,937,790

Down $258,433 (-8.1%) from 2023

Net Income

Down

-$611,366

Down $305,373 (-100%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth5th percentile

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

$3.0M$2.0M$1.0M$0Assets 2019: $1,154,813Liabilities 2019: $210,663Net Assets 2019: $944,1502019Assets 2020: $2,641,128Liabilities 2020: $87,654Net Assets 2020: $2,553,4742020Assets 2021: $2,038,987Liabilities 2021: $79,736Net Assets 2021: $1,959,2512021Assets 2022: $1,961,316Liabilities 2022: $327,071Net Assets 2022: $1,634,2452022Assets 2023: $1,513,807Liabilities 2023: $185,555Net Assets 2023: $1,328,2522023Assets 2024: $854,448Liabilities 2024: $137,562Net Assets 2024: $716,8862024

Highlighted filing

2024

Assets$854,448
Liabilities$137,562
Net Assets$716,886
Open 2024 Filing

Operations Trend

Revenue Growth16th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2019: $2,434,391Expenses 2019: $1,490,241Net Income 2019: $944,1502019Revenue 2020: $3,290,037Expenses 2020: $1,680,713Net Income 2020: $1,609,3242020Revenue 2021: $1,664,291Expenses 2021: $2,258,514Net Income 2021: -$594,2232021Revenue 2022: $2,485,033Expenses 2022: $2,810,039Net Income 2022: -$325,0062022Revenue 2023: $2,890,230Expenses 2023: $3,196,223Net Income 2023: -$305,9932023Revenue 2024: $2,326,424Expenses 2024: $2,937,790Net Income 2024: -$611,3662024

Highlighted filing

2024

Revenue$2,326,424
Expenses$2,937,790
Net Income-$611,366
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$854,448
Liabilities
$137,562
Net assets
$716,886
Revenue
$2,326,424
Expenses
$2,937,790
Net income
-$611,366
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.85$0.14$0.72$2.33$2.94$0.61
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.51$0.19$1.33$2.89$3.20$0.31
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.96$0.33$1.63$2.49$2.81$0.33
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.04$0.08$1.96$1.66$2.26$0.59
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.64$0.09$2.55$3.29$1.68$1.61
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.15$0.21$0.94$2.43$1.49$0.94
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 13, 2025
Return Version
2024v5.1
Gross Receipts
$2,326,424
Mission and Program Overview

Mission

The Foundation's mission is to advance the science and improve the practice of value assessment in healthcare. The Foundation's goal is to build a platform that facilitates robust and rigorous patient-centered value assessment of health technologies tailored to the needs and interests of individual decision makers.

The Foundation's mission is to advance the science and improve the practice of value assessment in healthcare.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,286,442$728,669▼ $557,773
Accounts Receivable$212,880$107,200▼ $105,680
Prepaid Expenses and Deferred Charges$14,282$18,579▲ $4,297
Investments Other Securities$203--
Total Assets$1,513,807$854,448▼ $659,359
Liabilities
Deferred Revenue$73,149$86,958▲ $13,809
Accounts Payable and Accrued Expenses$112,406$50,604▼ $61,802
Total Liabilities$185,555$137,562▼ $47,993
Net Assets / Fund Balance
Net Assets With Donor Restrictions$536,583$388,333▼ $148,250
Net Assets Without Donor Restrictions$791,669$328,553▼ $463,116
Total Net Assets Fund Balance$1,328,252$716,886▼ $611,366
Total Liabilities and Net Assets / Fund Balance$1,513,807$854,448▼ $659,359
Compensation and Service Providers
Top Officer Pay97th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jason SpanglerCEOFT$391,169$20,219$411,388
Richard ChapmanChief Science OfficerFT$279,786$9,026$288,812
Tiffany HuthChief Communications OfficFT$224,151$14,675$238,826
Erica MalikChief Operating OfficerFT$210,000$6,791$216,791

Board Members and Trustees

NameTitle
Gregory Daniel PhDPast President
Mark Cziraky PharmDPresident
Adam ThompsonMPHDirector
Alan Balch PhDDirector
Charles Cutler MD MSDirector
Harold Carter PharmDDirector
Kistein Monkhouse MPADirector
Lisa Feng drphDirector
Neil WeissmanDirector
Nelly GanesanDirector
Scott BrunnerDirector
Susan CantrellDirector
Suzanne SchrandtDirector
Vipan Sood MBARPh MRPharmSDirector
Patty FritzSecretary/Treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Medicus Economics LLCConsulting Services234 Peninsula Road, Medicine Lake, MN 55441$144,000
Melanie RidleyConsulting ServicesPO Box 216, Danville, CA 94526$144,000
-Consulting Services2 Stonehill Lane, Milton, MA 02186$124,508
Revenue and Support

Revenue Composition

Contributions and Grants
$2,012,970
Program Service Revenue
$259,016
Investment Income
$54,438
Other Revenue
$0
All Other Contributions
$118,970
Change in Net Assets
$-611,366
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,858,591
Other Expenses$1,079,199
Total Fundraising Expense$82,237
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$872,255$357,411$45,547$1,275,213
Fees for Services Other$607,004$215,037$15,765$837,806
Current Officers, Directors, Trustees, and Key Employees$281,392$115,301$14,695$411,388
Travel$107,002$2,348$88$109,438
Payroll Taxes$74,500$30,527$3,890$108,917
Fees for Services Accounting-$48,032-$48,032
Pension Plan Contributions$24,018$9,842$1,254$35,114
Other Employee Benefits$19,124$7,837$998$27,959
Office Expenses$13,692$6,488-$20,180
Conferences and Meetings$16,960$920-$17,880
Other Expenses$15,817$8,250-$8,250
Fees for Services Legal-$5,153-$5,153
Insurance-$2,394-$2,394
Occupancy$648--$648
Total Functional Expenses$2,032,412$823,141$82,237$2,937,790
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, line 3

“The Foundation hired Momentum Health Strategies as its management company.”

Form 990, Part VI, Section A, line 6

“IVI members are the drivers of this mission, and will help set the strategic and tactical vision to ensure that IVI fully addresses the many factors contributing to what value means in healthcare.”

Form 990, Part VI, Section A, line 7A

“Members are: Eligible for nomination to the Board of Directors and committees Eligible to serve on the Patient Advisory Council (Patient and Family organizations) Eligible to vote for the Board of Directors and at the Annual Meeting”

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

“A copy of the 990 is provided to the Board and reviewed before its submission.”

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

“Conflicts of interest are reviewed at every board meeting by all board members.”

Form 990, Part VI, Section C, line 18

“All governing documents are available to the public upon request.”

Form 990, Part VI, Section C, line 19

“All governing documents are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
IVI Foundation Inc dba
EIN
83-2257857
Phone
7633702941
Address
107 S West Street 731, Alexandria, VA 22314

Signing Officer

Name
Lisa Malecha
Title
CFO
Phone
7633702941
Signed
2025-06-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lisa Malecha
Formed
2019
Legal Domicile
De
Voting Board Members
15
Independent Board Members
15
Employees
9
Volunteers
38

Preparer

Firm
Kositzka Wicks and Company
Address
5270 Shawnee Road Suite 250, Alexandria, VA 22312
Preparer
Jennica Jardine Whitfield CPA
Phone
7036422700
Supplemental Narrative

Additional Explanations

Form 990, Part IX, line 11G

“Research contractors: Program service expenses 605,974. Management and general expenses 192,424. Fundraising expenses 13,960. Total expenses 812,358. Other professional fees: Program service expenses 1,030. Management and general expenses 22,613. Fundraising expenses 1,805. Total expenses 25,448.”

Form 990, Part XII, Line 2C:

“The process in selecting the independent accountant has not changed.”

Financial Statement Notes

Part X, Line 2:

“IVI is exempt from federal income tax as a nonprofit organization described in Section 501(c)(3) of the Internal Revenue Code and is classified as an organization other than a private foundation. IVI did not have a liability for unrelated business income for the year ended December 31, 2024. Management does not believe that the ultimate outcome of any future examinations of open tax years will have a material impact on the organization's results of operations.”

Raw XML AppendixShowing 400 of 581 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/MissionDesc0The Foundation's mission is to advance the science and improve the practice of value assessment in healthcare. The Foundation's goal is to build a platform that facilitates robust and rigorous patient-centered value assessment of health technologies tailored to the needs and interests of individual decision makers.
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0IVI is exempt from federal income tax as a nonprofit organization described in Section 501(c)(3) of the Internal Revenue Code and is classified as an organization other than a private foundation. IVI did not have a liability for unrelated business income for the year ended December 31, 2024. Management does not believe that the ultimate outcome of any future examinations of open tax years will have a material impact on the organization's results of operations.

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