Civic Intelligence

Institute for Gene Therapies

EIN 84-2460457 • 501(c)4 • Washington, DC

Profile

Igt aims to educate policy makers, media, patients and health care providers about the science of gene and cell therapies, advocate for a modernized regulatory framework that encourages curative innovations, promotes patient access, and codifies transparent reimbursement practices for the betterment of patients, families and caregivers with rare and complex medical conditions.

909 E Street NW 2nd FLWashington, DC 20004

www.gene-therapies.org

Siviq Scores

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

Liabilities / Assets

85th percentile

0.45x

Higher debt load relative to assets than 85% of similar nonprofits.

501(c)4 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

75th percentile

0.36x

Higher debt load relative to revenue than 75% of similar nonprofits.

501(c)4 • $1M-$5M nonprofits • Source year 2024

Net Margin

18th percentile

-10%

Higher net margin than 18% of similar nonprofits.

501(c)4 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

63rd percentile

$0

Higher top officer pay than 63% of similar nonprofits.

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

501(c)4 • $1M-$5M nonprofits • Source year 2024

Asset Growth

47th percentile

3.4%

Faster asset growth than 47% of similar nonprofits.

501(c)4 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

12th percentile

-22%

Faster revenue growth than 12% of similar nonprofits.

501(c)4 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets85th percentile

Assets

Up

$875,245

Up $28,844 (+3.4%) from 2023

Liabilities

Up

$395,007

Up $142,844 (+57%) from 2023

Net Assets

Down

$480,238

Down $114,000 (-19%) from 2023

Operations
Liabilities / Revenue75th percentileNet Margin18th percentile

Revenue

Down

$1,093,387

Down $307,052 (-22%) from 2023

Expenses

Up

$1,207,387

Up $48,757 (+4.2%) from 2023

Net Income

Down

-$114,000

Down $355,809 (-147%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth47th percentile

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

$1.0M$500K$0Assets 2019: $371,177Liabilities 2019: $0Net Assets 2019: $371,1772019Assets 2020: $475,691Liabilities 2020: $426,024Net Assets 2020: $49,6672020Assets 2021: $285,097Liabilities 2021: $154,379Net Assets 2021: $130,7182021Assets 2022: $538,185Liabilities 2022: $185,756Net Assets 2022: $352,4292022Assets 2023: $846,401Liabilities 2023: $252,163Net Assets 2023: $594,2382023Assets 2024: $875,245Liabilities 2024: $395,007Net Assets 2024: $480,2382024

Highlighted filing

2024

Assets$875,245
Liabilities$395,007
Net Assets$480,238
Open 2024 Filing

Operations Trend

Revenue Growth12th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2019: $510,000Expenses 2019: $138,823Net Income 2019: $371,1772019Revenue 2020: $550,000Expenses 2020: $871,510Net Income 2020: -$321,5102020Revenue 2021: $1,200,000Expenses 2021: $1,118,949Net Income 2021: $81,0512021Revenue 2022: $1,325,000Expenses 2022: $1,103,289Net Income 2022: $221,7112022Revenue 2023: $1,400,439Expenses 2023: $1,158,630Net Income 2023: $241,8092023Revenue 2024: $1,093,387Expenses 2024: $1,207,387Net Income 2024: -$114,0002024

Highlighted filing

2024

Revenue$1,093,387
Expenses$1,207,387
Net Income-$114,000
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$875,245
Liabilities
$395,007
Net assets
$480,238
Revenue
$1,093,387
Expenses
$1,207,387
Net income
-$114,000
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.88$0.40$0.48$1.09$1.21$0.11
2023Detailed filing. Detailed filing data is available for this year.$0.85$0.25$0.59$1.40$1.16$0.24
2022Detailed filing. Detailed filing data is available for this year.$0.54$0.19$0.35$1.33$1.10$0.22
2021Detailed filing. Detailed filing data is available for this year.$0.29$0.15$0.13$1.20$1.12$0.08
2020Detailed filing. Detailed filing data is available for this year.$0.48$0.43$0.05$0.55$0.87$0.32
2019Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$0.51$0.14$0.37
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 6, 2025
Return Version
2024v5.2
Gross Receipts
$1,093,387
Mission and Program Overview

Mission

Igt aims to educate policy makers, the media, patients and health care providers about the science of gene and call therapies, and to advocate for a modernized regulatory framework that encourages curative innovations, promotes patient access, and codifies transparent reimbursement practices for the betterment of patients, families and caregivers with rare and complex medical conditions.

Institute for gene therapies (igt) aims to educate about and advocate for the science of gene and cell therapies.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$621,401$725,245▲ $103,844
Rtn Earn Endowment Incm Other Fnds$594,238$480,238▼ $114,000
Accounts Receivable$225,000$150,000▼ $75,000
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$846,401$875,245▲ $28,844
Liabilities
Deferred Revenue$225,000$391,667▲ $166,667
Accounts Payable and Accrued Expenses$27,163$3,340▼ $23,823
Total Liabilities$252,163$395,007▲ $142,844
Net Assets / Fund Balance
Total Net Assets Fund Balance$594,238$480,238▼ $114,000
Total Liabilities and Net Assets / Fund Balance$846,401$875,245▲ $28,844
Compensation and Service Providers
Top Officer Pay63rd percentile

Board Members and Trustees

NameTitle
Erik PaulsenChairman
Michael CapaldiPresident
Kenneth HodgeSecretary
Christopher MayTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Jeffrey J Kimbell & Associates INCPolicy & Government Affairs401 9TH ST NW STE 920, Washington, DC 20004$360,000
Penn Quarter Partners LLCMembership & Comm Support909 E STREET 2ND FL, Washington, DC 20004$300,000
Thorn Run Partners LLCGovernment Relations Services100 M STREET SE STE 750, Washington, DC 20003$200,000
Northern Lights StrategiesConsulting9158 E STARING LANE, Eden Prairie, MN 55347$120,000
Revenue and Support

Revenue Composition

Contributions and Grants
$1,093,333
Program Service Revenue
$0
Investment Income
$54
Other Revenue
$0
Change in Net Assets
$-114,000
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,207,387
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
Fees for Services Other$598,830--$598,830
Fees for Services Lobbying$560,000--$560,000
Fees for Services Accounting-$15,966-$15,966
Fees for Services Legal-$5,655-$5,655
Insurance-$3,761-$3,761
Office Expenses-$1,800-$1,800
Other Expenses$1,625$7,000-$1,625
Total Functional Expenses$1,173,205$34,182$0$1,207,387
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
In-house lobbying only
No
Subject to proxy tax
Yes

Reported Spending and Taxes

Line ItemAmount
Current Year Nondeductible Lobbying and Political Cost$560,000
Total Nondeductible Lobbying and Political Cost$560,000
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Erik Paulsennorthern Lights StrateBoard Member/chairmanBoard Member Has an Equity Interest in an Entity That Is Compensated for Consulting ServicesNo$120,000
Christopher Mayquadrant AdvisoryBoard Member/treasurerBoard Member Has an Equity Interest in an Entity That Is Compensated for Consulting ServicesNo$8,176
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
Yes
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, Part VI, Section B, Line 11B

“The draft form 990 is reviewed and approved by the governing body, corporate officers and legal counsel before the return if filed with the irs.”

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

“It is the duty of the interested person to disclose any conflict of interest to the governing board for review. The governing board will decide if there is indeed a conflict of interest and if necessary will employ a non-interested individual to investigate said conflict, and provide alternatives to the transaction in conflict of interest of the organization. Failure to disclose conflicts of interest will result in disciplinary and corrective action.”

Form 990, Part VI, Section B, Line 15

“In accordance with the compliance policy adopted by the board to govern compensation review and approval, the governing body determines compensation based on compensation for comparable positions at similar organizations. The governing body reviews compensation on a annual basis and approves any changes with a formal vote.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents and financial statements available upon request.”

Filing and Contact Details

Filer

Filer Name
Institute for Gene Therapies
EIN
84-2460457
Phone
9857079104
Address
909 E STREET NW 2ND FL, WASHINGTON, DC 20004

Signing Officer

Name
Michael Capaldi
Title
Executive Director
Phone
6107303344
Signed
2025-11-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Capaldi
Formed
2019
Legal Domicile
Dc
Voting Board Members
4
Independent Board Members
3
Employees
0
Volunteers
3

Preparer

Firm
Helfer and Company LLC
Address
1899 L STREET NW SUITE 550, WASHINGTON, DC 20036
Preparer
Alan S Helfer
Phone
2028274800
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Consultants: program service expenses 598,830. Management and general expenses 0. Fundraising expenses 0. Total expenses 598,830.”

Raw XML Appendix335 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt027163
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt03340
IRS990/AccountsReceivableGrp/BOYAmt0225000
IRS990/AccountsReceivableGrp/EOYAmt0150000
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0INSTITUTE FOR GENE THERAPIES (IGT) AIMS TO EDUCATE ABOUT AND ADVOCATE FOR THE SCIENCE OF GENE AND CELL THERAPIES.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0QUADRANT ADVISORS LLC
IRS990/BooksInCareOfDetail/PhoneNum02026815311
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01329 COOPER DRIVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0LEXINGTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd040502
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd01
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0621401
IRS990/CashNonInterestBearingGrp/EOYAmt0725245
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt04
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0360000
IRS990/ContractorCompensationGrp/CompensationAmt1300000
IRS990/ContractorCompensationGrp/CompensationAmt2200000
IRS990/ContractorCompensationGrp/CompensationAmt3120000
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0401 9TH ST NW STE 920
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt1909 E STREET 2ND FL
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt2100 M STREET SE STE 750
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt39158 E STARING LANE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0WASHINGTON
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1WASHINGTON
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2WASHINGTON
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm3EDEN PRAIRIE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0DC
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1DC
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2DC
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd3MN
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd020004
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd120004
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd220003
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd355347
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0JEFFREY J KIMBELL & ASSOCIATES INC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1PENN QUARTER PARTNERS LLC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2THORN RUN PARTNERS LLC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt3NORTHERN LIGHTS STRATEGIES
IRS990/ContractorCompensationGrp/ServicesDesc0POLICY & GOVERNMENT AFFAIRS
IRS990/ContractorCompensationGrp/ServicesDesc1MEMBERSHIP & COMM SUPPORT
IRS990/ContractorCompensationGrp/ServicesDesc2GOVERNMENT RELATIONS SERVICES
IRS990/ContractorCompensationGrp/ServicesDesc3CONSULTING
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01093333
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt054
IRS990/CYOtherExpensesAmt01207387
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-114000
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt01207387
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01093387
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt0225000
IRS990/DeferredRevenueGrp/EOYAmt0391667
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0IGT ADVOCATES FOR A MODERNIZED REGULATORY AND REIMBURSEMENT FRAMEWORK THAT ENCOURAGES THE DEVELOPMENT OF TRANSFORMATIVE GENE THERAPIES AND PROMOTES PATIENT ACCESS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt01173205
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt015966
IRS990/FeesForServicesAccountingGrp/TotalAmt015966
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt05655
IRS990/FeesForServicesLegalGrp/TotalAmt05655
IRS990/FeesForServicesLobbyingGrp/ProgramServicesAmt0560000
IRS990/FeesForServicesLobbyingGrp/TotalAmt0560000
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0598830
IRS990/FeesForServicesOtherGrp/TotalAmt0598830
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/PersonNm0ERIK PAULSEN
IRS990/Form990PartVIISectionAGrp/PersonNm1MICHAEL CAPALDI
IRS990/Form990PartVIISectionAGrp/PersonNm2KENNETH HODGE
IRS990/Form990PartVIISectionAGrp/PersonNm3CHRISTOPHER MAY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02019
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01093387
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt03761
IRS990/InsuranceGrp/TotalAmt03761
IRS990/InvestmentIncomeGrp/ExclusionAmt054
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt054
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt06
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0DC
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt01093333
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0IGT AIMS TO EDUCATE POLICY MAKERS, MEDIA, PATIENTS AND HEALTH CARE PROVIDERS ABOUT THE SCIENCE OF GENE AND CELL THERAPIES, ADVOCATE FOR A MODERNIZED REGULATORY FRAMEWORK THAT ENCOURAGES CURATIVE INNOVATIONS, PROMOTES PATIENT ACCESS, AND CODIFIES TRANSPARENT REIMBURSEMENT PRACTICES FOR THE BETTERMENT OF PATIENTS, FAMILIES AND CAREGIVERS WITH RARE AND COMPLEX MEDICAL CONDITIONS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0594238
IRS990/NetAssetsOrFundBalancesEOYAmt0480238
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01800
IRS990/OfficeExpensesGrp/TotalAmt01800
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0EVENT SPONSORSHIPS
IRS990/OtherExpensesGrp/Desc1DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc2MEALS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt07000
IRS990/OtherExpensesGrp/ProgramServicesAmt012750
IRS990/OtherExpensesGrp/ProgramServicesAmt11625
IRS990/OtherExpensesGrp/TotalAmt012750
IRS990/OtherExpensesGrp/TotalAmt17000
IRS990/OtherExpensesGrp/TotalAmt21625
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0MICHAEL CAPALDI
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01400000
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0414
IRS990/PYOtherExpensesAmt01158630
IRS990/PYOtherRevenueAmt025
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0241809
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01158630
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01400439
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-114000
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0594238
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0480238
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AggregateReportedDuesNtcAmt0560000
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/DuesAssessmentsAmt01093333
IRS990ScheduleC/NonDeductibleLbbyngPltclCYAmt0560000
IRS990ScheduleC/NonDeductibleLbbyngPltclTotAmt0560000
IRS990ScheduleC/OnlyInHouseLobbyingInd00
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0ERIK PAULSENNORTHERN LIGHTS STRATE
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm1CHRISTOPHER MAYQUADRANT ADVISORY
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0BOARD MEMBER/CHAIRMAN
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt1BOARD MEMBER/TREASURER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd10
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt0120000
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt18176
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0BOARD MEMBER HAS AN EQUITY INTEREST IN AN ENTITY THAT IS COMPENSATED FOR CONSULTING SERVICES
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc1BOARD MEMBER HAS AN EQUITY INTEREST IN AN ENTITY THAT IS COMPENSATED FOR CONSULTING SERVICES
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE DRAFT FORM 990 IS REVIEWED AND APPROVED BY THE GOVERNING BODY, CORPORATE OFFICERS AND LEGAL COUNSEL BEFORE THE RETURN IF FILED WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1IT IS THE DUTY OF THE INTERESTED PERSON TO DISCLOSE ANY CONFLICT OF INTEREST TO THE GOVERNING BOARD FOR REVIEW. THE GOVERNING BOARD WILL DECIDE IF THERE IS INDEED A CONFLICT OF INTEREST AND IF NECESSARY WILL EMPLOY A NON-INTERESTED INDIVIDUAL TO INVESTIGATE SAID CONFLICT, AND PROVIDE ALTERNATIVES TO THE TRANSACTION IN CONFLICT OF INTEREST OF THE ORGANIZATION. FAILURE TO DISCLOSE CONFLICTS OF INTEREST WILL RESULT IN DISCIPLINARY AND CORRECTIVE ACTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2IN ACCORDANCE WITH THE COMPLIANCE POLICY ADOPTED BY THE BOARD TO GOVERN COMPENSATION REVIEW AND APPROVAL, THE GOVERNING BODY DETERMINES COMPENSATION BASED ON COMPENSATION FOR COMPARABLE POSITIONS AT SIMILAR ORGANIZATIONS. THE GOVERNING BODY REVIEWS COMPENSATION ON A ANNUAL BASIS AND APPROVES ANY CHANGES WITH A FORMAL VOTE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CONSULTANTS: PROGRAM SERVICE EXPENSES 598,830. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 598,830.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd01
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0846401
IRS990/TotalAssetsEOYAmt0875245
IRS990/TotalAssetsGrp/BOYAmt0846401
IRS990/TotalAssetsGrp/EOYAmt0875245
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt01093333
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt034182
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01173205
IRS990/TotalFunctionalExpensesGrp/TotalAmt01207387
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0252163
IRS990/TotalLiabilitiesEOYAmt0395007
IRS990/TotalLiabilitiesGrp/BOYAmt0252163
IRS990/TotalLiabilitiesGrp/EOYAmt0395007
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0594238
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0480238
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01173205
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt054
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01093387
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt03
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0846401
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0875245
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0909 E STREET NW 2ND FL
IRS990/USAddress/CityNm0WASHINGTON
IRS990/USAddress/StateAbbreviationCd0DC
IRS990/USAddress/ZIPCd020004
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0WWW.GENE-THERAPIES.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL CAPALDI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06107303344
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0INSTITUTE FOR GENE THERAPIES
ReturnHeader/Filer/BusinessNameControlTxt0INST
ReturnHeader/Filer/EIN0842460457
ReturnHeader/Filer/PhoneNum09857079104
ReturnHeader/Filer/USAddress/AddressLine1Txt0909 E STREET NW 2ND FL
ReturnHeader/Filer/USAddress/CityNm0WASHINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DC
ReturnHeader/Filer/USAddress/ZIPCd020004
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0822363929
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HELFER AND COMPANY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01899 L STREET NW SUITE 550
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WASHINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0DC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020036
ReturnHeader/PreparerPersonGrp/PhoneNum02028274800
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALAN S HELFER
ReturnHeader/ReturnTs02025-11-10T08:27:59-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.