2025-06-18T07:37:00-05:00 2024-12-31 541342298 Kositzka Wicks and Company 5270 Shawnee Road Suite 250 Alexandria VA 22312 990 2024-01-01 832257857 IVI Foundation Inc dba Center for Innovation & Value Research IVIF 7633702941 107 S West Street 731 Alexandria VA 22314 Lisa Malecha CFO 7633702941 2025-06-13 1 1 Jennica Jardine Whitfield CPA P01379267 7036422700 2024 2025-03-06 01:10:19Z Lisa Malecha 107 S West Street 731 Alexandria VA 22314 2326424 0 X www.valueresearch.org X 2019 DE The Foundation's mission is to advance the science and improve the practice of value assessment in healthcare. 15 15 9 38 0 0 2751026 2012970 115450 259016 23754 54438 0 0 2890230 2326424 65000 0 0 0 1502560 1858591 0 0 82237 1628663 1079199 3196223 2937790 -305993 -611366 1513807 854448 185555 137562 1328252 716886 X 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. 0 0 1099491 259016 Research Projects - The Foundation develops open-source value models for specific diseases as a laboratory for developing next-generation methods for value assessment. 286551 Stakeholder and patient engagement - Through intentional planning and practice, we seek to ensure patients are full participants and equal partners in our research design, execution, and evaluation. 366970 Media communications - The Foundation collaborates with healthcare stakeholders to engage in research, methods development, and health economic modeling focused on five core areas:1- Developing open-source platforms for measuring value2- Building tools to support decision making3- Improving the science of value measurement4- Conducting research to understand and quantify patient perspectives on value5- Engaging research partners for translational and applied use of OSVP models 279400 Memberships 279400 2032412 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 30 0 1 9 1 0 0 0 0 0 0 0 0 0 0 X 15 15 0 1 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X The Organization 7633702941 107 S West Street 731 Alexandria VA 22314 Scott Brunner Director 1.00 X 0 0 0 Alan Balch PhD Director 1.00 X 0 0 0 Harold Carter PharmD Director 1.00 X 0 0 0 Gregory Daniel PhD Past President 1.00 X X 0 0 0 Neil Weissman Director 1.00 X 0 0 0 Patty Fritz Secretary/Treasurer 1.00 X X 0 0 0 Charles Cutler MD MS Director 1.00 X 0 0 0 Vipan Sood MBARPh MRPharmS Director 1.00 X 0 0 0 Mark Cziraky PharmD President 1.00 X 0 0 0 Suzanne Schrandt Director 1.00 X 0 0 0 Adam ThompsonMPH Director 1.00 X 0 0 0 Nelly Ganesan Director 1.00 X 0 0 0 Kistein Monkhouse MPA Director 1.00 X 0 0 0 Lisa Feng drph Director 1.00 X 0 0 0 Susan Cantrell Director 1.00 X 0 0 0 Jason Spangler CEO 40.00 X 391169 0 20219 Richard Chapman Chief Science Officer 40.00 X 279786 0 9026 Tiffany Huth Chief Communications Offic 40.00 X 224151 0 14675 Erica Malik Chief Operating Officer 40.00 X 210000 0 6791 1105106 0 50711 4 0 1 0 Lisa Malecha 234 Peninsula Road Medicine Lake MN 55441 Consulting Services 144000 Melanie Ridley PO Box 216 Danville CA 94526 Consulting Services 144000 Medicus Economics LLC 2 Stonehill Lane Milton MA 02186 Consulting Services 124508 3 1894000 118970 2012970 Program grants 541700 259016 259016 259016 54438 54438 2326424 259016 0 54438 X 411388 281392 115301 14695 1275213 872255 357411 45547 35114 24018 9842 1254 27959 19124 7837 998 108917 74500 30527 3890 5153 5153 48032 48032 837806 607004 215037 15765 20180 13692 6488 648 648 109438 107002 2348 88 17880 16960 920 2394 2394 Dues and subscriptions 29418 15817 13601 Charitable contribution 8250 8250 2937790 2032412 823141 82237 1286442 728669 212880 107200 14282 18579 203 1513807 854448 112406 50604 73149 86958 185555 137562 X 791669 328553 536583 388333 1328252 716886 1513807 854448 -611366 0 X X 1 X 0 0 0 X 3256150 1588705 2398825 2751026 2012970 12007676 3256150 1588705 2398825 2751026 2012970 12007676 6708249 5299427 3612 586 1008 17194 54438 76838 12084514 564941 0.43850 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 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. X 0 0 0 0 0 0 0 0 0 Jason Spangler CEO 391169 0 0 0 0 0 12361 0 7858 0 411388 0 0 0 Richard Chapman Chief Science Officer 279786 0 0 0 0 0 8404 0 622 0 288812 0 0 0 Tiffany Huth Chief Communications Offic 224151 0 0 0 0 0 6817 0 7858 0 238826 0 0 0 Erica Malik Chief Operating Officer 210000 0 0 0 0 0 6169 0 622 0 216791 0 0 0 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. 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.