2024-10-22T14:09:57-05:00 2023-12-31 263753134 CBIZ ADVISORS LLC 500 BOYLSTON STREET BOSTON MA 02116 990 2023-01-01 451623549 T1D EXCHANGE INC T1DE 6178926100 101 FEDERAL STREET SUITE 440 BOSTON MA 02110 DAVID WALTON CHIEF EXECUTIVE OFFICER 6178926100 2024-10-01 1 0 CRAIG KLEIN P00734640 6177610600 2024-10-01 2023 2024-10-15 13:58:12Z DAVID WALTON 101 FEDERAL STREET SUITE 440 BOSTON MA 02110 4275092 0 X WWW.T1DEXCHANGE.ORG X 2011 DE T1D EXCHANGE IS A LEADING PROVIDER OF REAL-WORLD EVIDENCE, DEDICATED TO IMPROVING OUTCOMES FOR THE ENTIRE T1D POPULATION THROUGH DRIVING COLLABORATIVE CHANGE. T1D EXCHANGE ACTIVELY SUPPORTS QUALITY IMPROVEMENT AND INNOVATION THROUGH ITS QUALITY IMPROVEMENT COLLABORATIVE, PATIENT REGISTRY, AND DATA-ORIENTED RESEARCH SERVICES. IT PLAYS AN ACTIVE ROLE IN CREATING REAL-WORLD IMPACT WITH THIS INTEGRATED DATA BY PROVIDING CLINICIANS, RESEARCHERS, INDUSTRY PARTNERS AND ADVOCATES WITH THE RESOURCES AND SERVICES THEY NEED FOR BETTER DECISION SUPPORT AND POPULATION HEALTH MANAGEMENT. 11 10 39 10 0 0 17228577 1424282 2280613 2647898 29563 202912 0 0 19538753 4275092 0 0 0 0 4932590 5312159 0 0 118640 5223618 4867319 10156208 10179478 9382545 -5904386 20993358 15599458 1774253 2284739 19219105 13314719 X T1D EXCHANGE IS A LEADING PROVIDER OF REAL-WORLD EVIDENCE, DEDICATED TO IMPROVING OUTCOMES FOR THE ENTIRE T1D POPULATION THROUGH DRIVING COLLABORATIVE CHANGE. T1D EXCHANGE ACTIVELY SUPPORTS QUALITY IMPROVEMENT AND INNOVATION THROUGH ITS QUALITY IMPROVEMENT COLLABORATIVE, PATIENT REGISTRY, AND DATA-ORIENTED RESEARCH SERVICES. IT PLAYS AN ACTIVE ROLE IN CREATING REAL-WORLD IMPACT WITH THIS INTEGRATED DATA BY PROVIDING CLINICIANS, RESEARCHERS, INDUSTRY PARTNERS AND ADVOCATES WITH THE RESOURCES AND SERVICES THEY NEED FOR BETTER DECISION SUPPORT AND POPULATION HEALTH MANAGEMENT. 0 0 6749673 2647898 T1D EXCHANGE MAINTAINS THREE KEY PROGRAMS, THE QUALITY IMPROVEMENT COLLABORATIVE, THE T1D EXCHANGE REGISTRY, AND CUSTOM RESEARCH SERVICES. THE T1D EXCHANGE QUALITY IMPROVEMENT COLLABORATIVE CONSISTS OF A LEARNING COLLABORATIVE COMPRISED OF DIABETES CENTERS FROM ACROSS THE US, AND A COMPANION DATA PLATFORM INTEGRATING EMR DATA TO REDEFINE BEST PRACTICES, ENHANCE THE QUALITY OF CARE, AND ULTIMATELY GENERATE BETTER OUTCOMES. THE T1D EXCHANGE REGISTRY IS AN ONLINE VIRTUAL REGISTRY COMPRISED OF INDIVIDUALS WITH TYPE 1 DIABETES AND/OR THEIR CAREGIVERS WHO PARTICIPATE IN RESEARCH. REGISTRY PARTICIPANTS PROVIDE PATIENT-REPORTED INFORMATION ON THEIR CARE AND MANAGEMENT OF DIABETES. FINALLY, T1D EXCHANGE PROVIDES CUSTOM RESEARCH SERVICES THAT COMBINE ITS ANALYTICS WITH ADDITIONAL OFFERINGS SUCH AS CUSTOM SURVEYS, INTERVIEWS, FOCUS GROUPS, DEVICE DATA INTEGRATION, ETC. 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REG. 1.170A-9(F)(3). FIRST, T1D EXCHANGE SATISFIES THE THRESHOLD CRITERIA IN THE REGULATIONS; IT NORMALLY RECEIVES AT LEAST 10% OF ITS SUPPORT FROM THE GENERAL PUBLIC, AND IT CARRIES ON A CONTINUOUS AND BONA FIDE PROGRAM OF SOLICITATION OF PUBLIC SUPPORT. MOREOVER, T1D EXCHANGE MEETS THE FOLLOWING FACTORS ENUMERATED IN THE REGULATION AS BEING INDICATIVE OF PUBLIC SUPPORT: PERCENTAGE OF FINANCIAL SUPPORT (TREAS. REG. 1.170A-9(F)(3)(III)(A)). DURING THE FIVE-YEAR PERIOD ENDING ON DECEMBER 31, 2023, THE PORTION OF T1D EXCHANGE'S SUPPORT THAT QUALIFIES AS ELIGIBLE PUBLIC SUPPORT IS 23.55% (SEE SCHEDULE A) - MEANINGFULLY ABOVE THE 10% THRESHOLD. IT SHOULD BE NOTED THAT THE ORGANIZATION SATISFIED THE 33.3% PUBLIC SUPPORT TEST FROM IT'S INCEPTION IN 2011 UNTIL 2022. SOURCES OF SUPPORT (TREAS. REG. 1.170A-9(F)(3)(III)(B)). T1D EXCHANGE RECEIVES ITS PUBLIC SUPPORT FROM A VARIETY OF INDIVIDUALS, CORPORATIONS, AND PRIVATE FOUNDATIONS, AND DOES NOT DEPEND ON A SINGLE FAMILY FOR CONTRIBUTIONS. T1D EXCHANGE IS INDEPENDENT OF ITS CORPORATE AND FOUNDATION CONTRIBUTORS. REPRESENTATIVE GOVERNING BODY (TREAS. REG. 1.170A-9(F)(3)(III)(C)). T1D EXCHANGE IS GUIDED BY A VOLUNTEER BOARD OF NONPROFIT PROFESSIONALS, SCHOLARS, BUSINESS AND COMMUNITY LEADERS, AND EXPERTS IN ITS FIELD. THESE INDIVIDUALS REPRESENT A BROAD CROSS-SECTION OF THE VIEWS AND INTERESTS OF THE COMMUNITIES THAT T1D EXCHANGE SERVES AND ARE EMINENTLY QUALIFIED TO ENSURE THAT THE ORGANIZATION OPERATES FOR THE INTERESTS OF THE PUBLIC, AS OPPOSED TO THE PERSONAL OR PRIVATE INTERESTS OF ANY PARTICULAR DONOR OR FUNDER. AVAILABILITY OF PUBLIC SERVICES; PUBLIC PARTICIPATION IN PROGRAMS OR POLICIES (TREAS. REG. 1.170A-9(F)(3)(III)(D)). T1D EXCHANGE WAS CREATED IN 2011 TO SERVE THE POPULATION OF INDIVDIUALS WITH TYPE 1 DIABETES AND THEIR CAREGIVERS. CURRENTLY, T1D EXCHANGE WORKS WITH 61 OF THE NATION'S LEADING ENDOCRINOLOGY CLINICS, WHO ARE ALSO NONPROFIT ORGANIZATIONS, AS A PART OF THE T1D EXCHANGE QUALITY IMPROVEMENT COLLABRATIVE (QIC). THE QIC LEVERAGES BEST PRACTICES, INFORMATION SHARING AND BENCHMARKING AND IMPLEMENTATION OF INTERVENTIONS IN THEIR CARE DELIVERY TO IMPROVE OUTCOMES. THERE ARE OVER 110,000 PATIENTS WITH TYPE 1 DIABETES SERVED BY THESE 61 CLINICS. SINCE ITS CREATION IN 2016, THE QIC HAS ALSO WORKED TO DISSEMINATE EVIDENCE TO THE HEALTHCARE COMMUNITY. THIS EVIDENCE IS IN THE FORM OF PUBLICATIONS IN PEER-REVIEWED JOURNALS, PRESENTATIONS AT MAJOR MEDICAL CONFERENCES, AND INCLUSION OF RESOURCES SUCH AS BEST PRACTICES, CHANGE PACKAGES AND CASE STUDIES ON MULTIPLE WEBSITES AND PORTALS. IN ADDTION TO THE QIC, THE ORGNIZATION ALSO OPERATES AN ONLINE PATIENT REGISTRY OF THOSE THAT HAVE TYPE 1 DIABETES OR THEIR CAREGIVERS (IF UNDER 18). AT THE END OF 2023 THE REGISTRY HAD OVER 20,000 PARTICIPANTS THAT HAVE VOLUNTEERED TO RESPOND TO SURVEYS AND IN SOME CASES, SHARE DEVICE DATA, ON THEIR EXPERIENCES LIVING WITH TYPE 1 DIABETES. THROUGH THE REGISTRY AND CLINICS, WE HAVE HELPED THOSE CONNECTED TO US TO RECEIVE BETTER CARE POSSIBLE BY PROVIDING THEM WITH INFORMATION ON DIABETES MANAGEMENT, RESEARCH STUDIES, LIFESTYLE CHANGES AND THE LATEST UPDATES IN MEDICAL TREATMENTS. OUR WORK HAS ALSO FOCUSED ON THE MENTAL HEALTH ASPECTS OF LIVING WITH DIABETES AND HAS INCLUDED CREATION OF NEW SCREENING TOOLS THAT HAVE BEEN PILOTED IN DIFFERENT CLINICS. WE HAVE PROVIDED REAL-WORLD EVIDENCE TO SUBSTANTIATE OUR IMPACT IN THE AREAS OF IMPROVING PATIENTS' GLUCOSE CONTROL, INCREASING THE ACCESS AND KNOWLEDGE OF DIABETES DEVICES OVERALL, AND IN PARTICULAR TO AT-RISK AND DISADVANTAGED POPULATIONS, ETC. OVER THE PAST 5 TAX YEARS, T1D EXCHANGE STAFF HAVE AUTHORED OVER 100 RESEARCH PAPERS, MANUSCRIPTS, AND ABSTRACTS IN VARYING ACCREDITED JOURNALS OR DIABETES CONFERENCES AND PUBLISHED HUNDREDS OF SHORTER PIECES (INCLUDING ARTICLES, BLOGS, CASES, AND OP-EDS). THESE MATERIALS ARE AVAILABLE TO THE GENERAL PUBLIC THROUGH T1D EXCHANGE WEBSITE, T1DEXCHANGE.ORG AND/OR SOCIAL MEDIA PAGES. STAFF HAVE ALSO PRESENTED 49 TIMES ON EITHER CONFERENCE PANELS OR ACADEMIC LECTURES INCLUDING THE HIGHLY REGARDED AMERICAN DIABETES ASSOCIATION ANNUAL CONFERENCE AND BEEN THE SUBJECT OF MANY MEDIA INQUIRIES AND INTERVIEWS. OUR CHIEF MEDICAL OFFICER SITS ON THE JOURNAL EDITORIAL BOARD OF "FRONTIERS IN ENDOCRINOLOGY", AND IS AN ADJUNCT PROFESSOR WITH THE UNIVERSITY OF MISSISSIPPI SCHOOL OF POPULATION HEALTH. WE ARE ALSO CONNECTED VIA SOCIAL MEDIA TO OVER 50,000 PEOPLE WITH TYPE 1 DIABETES AND ENGAGE THEM BY PUBLISHING RELEVANT ARTICLES, RESOURCES AND INFORMATION ON PLATFORMS SUCH AS FACEBOOK, INSTAGRAM, LINKEDIN AND X (FORMERLY TWITTER). OUR PUBLIC FUNDRAISING EFFORTS ARE ROBUST, AS WE CONDUCT YEARLY SOLICITATIONS AND HAVE WRITTEN OVER 50 GRANT APPLICATIONS TO LARGE GRANT-FUNDING ORGANIZATIONS AND GOVERNMENT AGENCIES AND INDUSTRY FOUNDATIONS. WE'VE RECEIVED SUBSTANTIAL GIFTS FROM LEADING FUNDERS IN THE TYPE 1 DIABETES SPACE, INCLUDING BREAKTHROUGH T1D FORMERLY KNOW AS THE JUVENILE DIABETES RESEARCH FOUNDATION, THE AMERICAN DIABETES ASSOCIATION, HELMSLEY CHARTIABLE TRUST AND JOSLIN DIABETES CENTER. OUR WORK AND PARTNERSHIP WITH THESE LEADING ORGANIZATIONS HAS ALLOWED US TO PROVIDE THE BEST SUPPORT TO THOSE LIVING WITH TYPE 1 DIABETES. ADDITIONAL FACTORS PERTINENT TO MEMBERSHIP ORGANIZATIONS; DUES PAYING MEMBERS (TREAS. REG. 1.170A-9(F)(3)(III)(E)(1)). THE ORGANIZATION MAINTAINS A MEMBERSHIP OF DUES-PAYING INDUSTRY-RELATED COMPANIES COMMITTED TO IMPROVING THE LIVES OF THOSE THAT HAVE TYPE 1 DIABETES AND ONE DAY CURING THE DISEASE. OUR MEMBERSHIP PROGRAM ALLOWS COMPANIES TO RECEIVE OUR MOST UP-TO-DATE RESEARCH REPORTS AND GIVES THEM ACCESS TO ENGAGE WITH OUR ONLINE COMMUNITY. IN TURN, HELPING THEM IMPROVE PRODUCT DEVELOPMENT AND PATIENT ENGAGEMENT. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 44983 30745 14238 14238 DUE TO RELATED PARTY 110837 LEASE LIABILITY 297750 408587 X 4275492 400 400 4275092 0 4275092 10179878 400 400 10179478 0 10179478 PART X, LINE 2: THE ORGANIZATION ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER SCRUTINY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON A "CUMULATIVE PROBABILITY ASSESSMENT" THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. THE ORGANIZATION HAS IDENTIFIED ITS TAX STATUS AS A TAX-EXEMPT ENTITY AND ITS DETERMINATIONS AS TO WHAT INCOME IS RELATED AND UNRELATED AS ITS ONLY SIGNIFICANT TAX POSITIONS; HOWEVER, THE ORGANIZATION HAS DETERMINED THAT SUCH TAX POSITIONS DO NOT RESULT IN UNCERTAINTIES REQUIRING RECOGNITION. THE ORGANIZATION IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTIONS. THE ORGANIZATION'S FEDERAL AND STATE TAX RETURNS ARE GENERALLY OPEN FOR EXAMINATION FOR THREE YEARS FOLLOWING THE DATE FILED. X X X 0 0 0 0 0 0 0 0 0 DAVID WALTON PRESIDENT/SECRETARY 418287 0 0 0 276 0 9900 0 6318 0 434781 0 0 0 OSAGIE EBEKOZIEN CHIEF M.O. 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FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION CONTINUALLY MONITORS AND ENFORCES THE CONFLICT OF INTEREST POLICY BY (1) REQUIRING ALL NEW BOARD MEMBERS TO SIGN THE POLICY AND IDENTIFY ANY CONFLICTS THAT MAY EXIST, AND (2) ANNUALLY RE-AFFIRM WITH ALL MEMBERS OF THE BOARD OF DIRECTORS AND IDENTIFY AND CONFLICTS OF INTEREST THAT MAY HAVE OCCURED IN THE PRIOR YEAR. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS IS REPONSIBLE FOR THE YEARLY PERFORMANCE EVALUATION AND SALARY REVIEW OF THE CHIEF EXECUTIVE OFFICER AND CHIEF OPERATING OFFICER. THE BOARD USES SALARY SURVEYS AS A BENCHMARK FOR EACH POSITION, UTILIZING COMPARABLES FROM OTHER SIMILAR ORGANIZATIONS AND OTHER AVAILABLE DATA. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION MAKES ITS FORM 1023, AND 990S AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. T1D EXCHANGE SUPPORTING FOUNDATION INC 101 FEDERAL STREET SUITE 440 BOSTON MA 02110 475074602 BENEFITING AND SUPPORTING THE CHARITABLE ACTIVITIES OF T1D EXCHANGE, INC. MA 501(C)(3) LINE 12A, I T1D EXCHANGE INC 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 T1D EXCHANGE SUPPORTING FOUNDATION INC E 110837