2024-05-13T17:27:13-05:00 2023-06-30 680037990 GILBERT CPAS 2880 GATEWAY OAKS DR STE 100 SACRAMENTO CA 95833 990 2022-07-01 770048350 CASSS CASS 5104280740 1111 EXPOSITION BLVD BUILDING 100 SACRAMENTO CA 95815 DAVID J BERGESON EXECUTIVE DIRECTOR AND CEO 5104280740 2024-05-08 1 DAVID BERGESON 999009999 0 KEITH R GLEN P01317613 9166466464 2024-05-08 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DAVID J BERGESON 1111 EXPOSITION BLVD BUILDING 100 SACRAMENTO CA 95815 5929785 0 X WWW.CASSS.ORG X 1983 CA CASSS BRINGS TOGETHER PROFESSIONALS FROM INDUSTRY, ACADEMIA, & REGULATORY AGENCIES TO SOLVE SCIENTIFIC & TECHNICAL PROBLEMS TO ADVANCE THE FIELD OF BIOPHARMACEUTICAL DEVELOPMENT. 10 10 13 275 43295 35890 0 296408 3011517 4751933 163035 159145 0 221 3174552 5207707 9894 9561 0 0 1679346 1775365 0 0 0 1982786 3621562 3672026 5406488 -497474 -198781 4508565 4661528 1202430 1477970 3306135 3183558 CASSS SPONSORS INTERNATIONAL SYMPOSIA FOR SCIENTISTS IN THE BIOTECHNOLOGY, PHARMACEUTICAL AND ACADEMIC ARENAS. FURTHERMORE, CASSS PROVIDES EDUCATIONAL, EMPLOYMENT, AND NETWORKING OPPORTUNITIES FOR ITS CURRENT MEMBERS. 0 0 SCIENTIFIC CONFERENCES AND MEETINGS ARE DESIGNED AND COORDINATED FOR INDUSTRY AND REGULATORY PROFESSIONALS, ACADEMIC RESEARCHERS AND STUDENTS TO DISCUSS AND DISSEMINATE VALUABLE TECHNICAL DATA RELATED TO BIOPHARMACEUTICAL DEVELOPMENT AND REGULATION. THE ORGANIZATION MAINTAINS A WEB SITE FOR ITS MEMBERS THAT PROVIDESINFORMATION REGARDING LATEST TRENDS AND BEST PRACTICES IN THE FIELD OFBIOPHARMACEUTICAL DEVELOPMENT AND REGULATION, UPCOMING SCIENTIFICEVENTS AND ASSOCIATION NEWS. THE WEB SITE ALSO FEATURES A CAREER CENTERPAGE, WHICH CONNECTS MEMBERS WITH NEW EMPLOYMENT OPPORTUNITIES ANDALLOWS PROSPECTIVE EMPLOYERS TO POST JOBS RELEVANT TO MEMBERS. FOR SELECTED PHD CANDIDATES AND POST-DOCTORAL STUDENTS AND EARLY-CAREER PROFESSIONALS, THE SOCIETY WAIVES REGISTRATION FEES TO PARTICIPATE IN THE VIRTUAL CONFERENCES AND PRESENT THEIR RESEARCH WORK AT THE SOCIETY'S SCIENTIFIC CONFERENCES. 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 12 0 1 13 1 1 1 0 0 0 0 0 0 0 X 10 10 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X DAVID BERGESON 5104280740 1111 EXPOSITION BLVD BUILDING 100 SACRAMENTO CA 95815 JULIA EDWARDS PRESIDENT 0.50 X X 0 0 0 KATHY LEE VICE PRESIDENT (THRU 1/31/23) 0.50 X X 0 0 0 STEVEN COHEN TREASURER (THRU 12/31/22) 0.50 X X 0 0 0 JOSEPH KUTZA TREASURER (AS OF 1/1/23) 0.50 X X 0 0 0 ANDREW CHANG DIRECTOR 0.50 X 0 0 0 CARMILIA JIMENEZ RAMIREZ DIRECTOR 0.50 X 0 0 0 SARAH KENNETT DIRECTOR 0.50 X 0 0 0 JAMIE MOORE DIRECTOR 0.50 X 0 0 0 BRIAN NUNNALLY DIRECTOR 0.50 X 0 0 0 CARI SANGER-VAN DE GRIEND DIRECTOR 0.50 X 0 0 0 PATRICK SWANN DIRECTOR 0.50 X 0 0 0 HANSJOERG TOLL DIRECTOR 0.50 X 0 0 0 STEPHANIE FLORES EXECUTIVE DIRECTOR AND CEO 40.00 X 192678 0 10649 KAREN BERTANI DIR OF GLOBAL ENGAGEMENT/KNOWLEDGE 40.00 X 149000 0 27068 CATHERINE STEWART DIRECTOR OF FINANCE AND HR ADMINISTRATION 40.00 X 139965 0 22708 ANNE ORNELAS SENIOR OPERATIONS MANAGER 40.00 X 116400 0 20270 RANDI JACOBS PROGRAM, EXHIBIT AND EVENT TECHNOLOGY MANAGER 40.00 X 103900 0 13386 701943 0 94081 5 0 1 0 0 296408 296408 SYMPOSIUM/CONFERENCES 900099 4751933 4708638 43295 4751933 147694 147694 733529 712213 9865 21316 -9865 11451 11451 MISCELLANEOUS REVENUE 900099 221 221 221 5207707 4708859 43295 159145 9561 203327 1293544 71523 96104 110867 98960 24192 23394 176632 104215 43140 226067 39074 18403 2758692 12367 18680 STAFF TRAINING 75570 AWARDS 2176 5406488 513008 594537 282505 66191 99019 125164 196419 236269 21612 11067 26535 10545 3387131 3624874 3948 3948 4508565 4661528 595774 762381 606656 715589 1202430 1477970 X 3306135 3183558 3306135 3183558 4508565 4661528 -198781 76204 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 21612 11067 10545 10545 5260517 76204 76204 5184313 23394 23394 5207707 5383094 0 5383094 23394 23394 5406488 EUROPE 0 0 PROGRAM SERVICES: CONFERENCES FOR MEMBERS CONFERENCES FOR MEMBERS: AT EUROPE AND CMC EUROPE 409000 0 0 0 0 0 0 409000 0 409000 0 0 0 0 0 0 PART III ACCOUNTING METHOD: 1 NEXT GENERATION INVESTIGATOR STUDENT TRAVEL AWARD 10 9561 PART I, LINE 2: CASSS RECEIVES ASSISTANCE REQUESTS FROM STUDENTS, POST-DOCS, AND EARLY CAREER PROFESSIONALS DESIRING TO PRESENT THEIR RESEARCH AT CONFERENCES. CASSS MAINTAINS RECORDS OF SUCH REQUESTS AND WHETHER THEY MEET ELIGIBILITY REQUIREMENTS. IF THE REQUIREMENTS ARE MET, CASSS PROVIDES WAIVED MEETING REGISTRATION FOR THESE STUDENTS. X X X X X 1 0 0 STEPHANIE FLORES EXECUTIVE DIRECTOR AND CEO 173800 0 18878 0 0 0 9633 0 1016 0 203327 0 0 0 KAREN BERTANI DIR OF GLOBAL ENGAGEMENT/KNOWLEDGE 149000 0 0 0 0 0 7437 0 19631 0 176068 0 0 0 CATHERINE STEWART DIRECTOR OF FINANCE AND HR ADMINISTR 132765 0 7200 0 0 0 6998 0 15710 0 162673 0 0 0 PART I, LINE 4A STEPHANIE FLORES RECEIVED ONE TIME SEVERANCE PAYMENT. KAREN BERTANI RECEIVED ONE TIME SEVERANCE PAYMENT. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE IS COMPOSED OF BOARD PRESIDENT, VICE PRESIDENT/SECRETARY, TREASURER, EXECUTIVE DIRECTOR. ALL MEMBERS MUST BE CURRENT OFFICERS OF THE BOARD, EXCEPT THE EXECUTIVE DIRECTOR. THE COMMITTEE HAS THE AUTHORITY AND RESPONSIBILITY TO RESPOND TO LEGAL AND COMPLIANCE ISSUES, AND THE AUTHORITY TO ACT IN CASE OF EMERGENCY OR CRITICAL ISSUES WITHIN SPECIFIED SPENDING LIMITS. PEOPLE & CULTURE COMMITTEE IS COMPOSED OF THE VICE PRESIDENT/TREASURER AND TWO ADDITIONAL BOARD MEMBERS. ALL MUST BE CURRENT BOARD MEMBERS. THE COMMITTEE HAS OVERSIGHT OF AND RECOMMENDS POLICIES RELATED TO HUMAN RESOURCE MATTERS. FORM 990, PART VI, SECTION A, LINE 6 CASSS STATUTORY MEMBERS (ALSO CALLED ASSOCIATE DIRECTORS) ARE: ANY PERSON DEDICATED TO THE PURPOSE OF THIS CORPORATION WHO HAS DEMONSTRATED COMMITMENT TO THE PURPOSE AND MISSION OF CASSS THROUGH PARTICIPATION IN AT LEAST ONE COMMITTEE OR TASK FORCE FOR AT LEAST ONE YEAR IN ACCORDANCE WITH BOARD POLICY. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION'S DIRECTORS ARE ELECTED BY BALLOT OF THE ASSOCIATE DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B THE ORGANIZATION'S DIRECTORS ARE ELECTED BY BALLOT OF THE ASSOCIATE DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE TREASURER REVIEWS THE FORM 990 BEFORE IT IS FILED WITH THE IRS. THE BOARD OF DIRECTORS RECEIVES A COPY OF THE FORM 990 BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS CLOSELY MONITORS AND ENFORCES CONFLICTS OF INTEREST POLICIES THROUGH REGULAR MEETINGS. STAFF PROVIDES ANNUAL TRAINING ON THIS, AND REQUESTS DISCLOSURES AT EVERY MEETING. MEMBERS OF THE BOARD OF DIRECTORS AND PEOPLE AND CULTURE COMMITTEE ARE COVERED UNDER THE POLICY. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE EXECUTIVE DIRECTOR IS SET BY THE EXECUTIVE COMMITTEE OF THE BOARD WITH APPROVAL BY THE FULL BOARD, WHICH COMPLIES WITH ALL APPLICABLE LEGAL STANDARDS. THE EXECUTIVE COMMITTEE REGULARLY REVIEWS THE COMPENSATION OF THE EXECUTIVE DIRECTOR AND ALL OTHER EMPLOYEES CONSIDERED TO BE "DISQUALIFIED PERSONS" UNDER IRS "INTERMEDIATE SANCTIONS" REGULATIONS, TO ENSURE COMPLIANCE WITH THE REGULATIONS AND ANY OTHER RULES AND REGULATIONS TO WHICH THE BOARD IS SUBJECT REGARDING COMPENSATION. THE BOARD OF DIRECTORS APPROVED THE EXECUTIVE DIRECTOR'S COMPENSATION IN 2022. ADDITIONALLY, THE BOARD ANNUALLY APPROVES THE EXECUTIVE DIRECTOR'S BONUS AND BONUS "POOL". THE BOARD APPROVED THE EXECUTIVE DIRECTOR'S BONUS AND BONUS "POOL" IN 2022. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE ORGANIZATION DID NOT CHANGE ITS OVERSIGHT OR SELECTION PROCESS DURING THE TAX YEAR.