2025-06-30T10:36:43-04:00 2024-09-30 461041593 FINANCIAL SOLUTION ADVISORS PLLC 4350 PABLO PROFESSIONAL CT STE 200 JACKSONVILLE FL 322243224 990 2023-10-01 621438533 RESEARCH INC RESE 9015777275 116 N PAULINE STREET MEMPHIS TN 38105 SUE A THEUS PHD PRESIDENT 9015777275 2025-05-02 true true MICHAEL B MCLEOD CPA P00966646 9042962024 2025-06-30 2023 2025-03-06 01:10:19Z X SUE A THEUS PHD 116 N PAULINE STREET MEMPHIS TN 38105 1757346 false X N/A X 1990 TN TO PROMOTE RESEARCH AND EDUCATIONAL PROGRAMS. 9 9 7 0 963743 0 200132 508248 1523 49098 0 1165398 557346 0 0 508056 438676 0 0 895420 327305 1403476 765981 -238078 -208635 2103885 2045925 44136 83362 2059749 1962563 TO PROMOTE RESEARCH AND EDUCATIONAL PROGRAMS. false false 537125 197666 SEE PAGE 10, PART IX, COLUMN (B), PROGRAM SERVICE EXPENSES, FOR BREAKDOWN 537125 true false false false false false false false false false true false false false false true true false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false true 2 0 7 true false false false false false false false false false false false false false false X 9 9 false false false false false false false true true false false true true true true true true true false false X DEBRA BUELTEMANN 9015777275 116 N PAULINE STREET MEMPHIS TN 38105 KERRY F PALMERTREE FORMER EXEC. 40.00 X 132766 0 0 JOSEPH P VAUGHN MBA DIRECTOR 1.00 40.00 X 0 0 0 G NICHOLAS VERNE MD DIRECTOR 1.00 40.00 X 0 0 0 GINA M RAYMOND MD TREASURER 1.00 40.00 X X 0 0 0 THOMAS C FERGUSON MD DIRECTOR 1.00 40.00 X 0 0 0 E HAAVI MORREIM JD PHD DIRECTOR 1.00 X 0 0 0 EDWARD ROSLONIEC PHD DIRECTOR 1.00 40.00 X 0 0 0 KHATIDJA ALI PHD DIRECTOR 1.00 40.00 X 0 0 0 LINDA O NICHOLS PHD SECRETARY 1.00 40.00 X X 0 0 0 SUE A THEUS PHD PRESIDENT 1.00 40.00 X X 0 0 0 132766 1 false false false VIRGINIA COMMONWEALTH UNIVERSITY BOX 843039 RICHMOND VA 232843039 COMP/SRV/SUPP 176617 UNIVERSITY OF TN HEALTH SCIENCE CTR 62 S DUNLAP SUITE 212 MEMPHIS TN 38163 SALARIES 114782 2 PROGRAM SERVICE REVENUE 541700 508248 508248 508248 49098 49098 1200000 1200000 557346 557346 X 27114 27114 342355 219510 122845 13017 6527 6490 28621 18729 9892 27569 15493 12076 24641 2280 22361 119246 114782 4464 9834 9193 641 24510 24510 20481 19154 1327 8900 8900 SUBAWARDS 47862 47862 TOOLS & EQUIPMENT 39324 39324 DUES & SUBSCRIPTIONS 18521 11771 6750 RESEARCH SUPPLIES 6966 6240 726 7020 1750 5270 765981 537125 228856 0 659321 336253 1200000 1481206 244564 228466 141945 141945 2103885 2045925 12108 83362 32028 44136 83362 X 2059749 1962563 2059749 1962563 2103885 2045925 -208635 4616 106833 X false true X true false X VA MEMPHIS HEALTH CARE SYSTEM MEMPHIS TN 127473 127473 14472 14472 X 561962 4616 4616 557346 557346 765981 765981 765981 SCHEDULE D, PAGE 3, PART X THE ORGANIZATION QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501 (C)(3) OF THE INTERNAL REVENUE CODE (IRC). THE ORGANIZATION PERIODICALLY ASSESSES WHETHER IT HAS INCURRED INCOME TAX EXPENSE OR RELATED INTEREST OR PENALTIES IN ACCORDANCE WITH ACCOUNTING FOR UNCERTAIN TAX POSITIONS. NO SUCH AMOUNTS WERE RECOGNIZED FOR THE YEARS ENDING SEPTEMBER 30, 2024 AND 2023, RESPECTIVELY. THE ORGANIZATION FOLLOWS THE INCOME TAX STANDARD FOR UNCERTAIN TAX POSITIONS. THE ORGANIZATION HAS EVALUATED THEIR TAX POSITIONS AND DETERMINED THEY HAVE NO UNCERTAIN TAX POSITIONS AS OF SEPTEMBER 30, 2024 AND 2023. SHOULD THE ORGANIZATIONS TAX-EXEMPT STATUS BE CHALLENGED IN THE FUTURE, THE ORGANIZATIONS 2022, 2023 AND 2024 TAX YEARS ARE OPEN FOR EXAMINATION BY THE IRS. FORM 990, PAGE 6, PART VI, LINE 11B THE BOARD OF DIRECTORS ARE PROVIDED COPIES OF THE FORM 990 AND THE AUDITED FINANCIAL STATEMENTS FOR REVIEW AND APPROVAL. FORM 990, PAGE 6, PART VI, LINE 12C AT THE BEGINNING OF EACH BOARD MEETING THE PRESIDENT OR HIS/HER DESIGNEE SHALL READ OUT LOUD THE "DECLARATION OF CONFLICT OF INTEREST" TO ALL MEMBERS PRESENT. THE DECLARATION STATES, "IF A BOARD MEMBER HAS A CONFLICT OF INTEREST (PERSONAL, PROFESSIONAL, OR FINANCIAL) RELATING TO AN ITEM ON THE AGENDA, RI POLICY REQUIRES THE MEMBER TO RECUSE HIM/HERSELF FROM DISCUSSION AND VOTE AND, IF APPROPRIATE, TO LEAVE THE ROOM DURING DISCUSSION." THE PRESIDENT, OR HIS/HER DESIGNEE, SHALL ASK ALL BOARD MEMBERS PRESENT IF ANYONE FORESEES A CONFLICT OF INTEREST. THE PRESIDENT, OR HIS/HER DESIGNEE, WILL STATE HEARING NONE, "WE WILL MOVE ON TO THE NEXT ITEM ON THE AGENDA." IF ANY BOARD MEMBER STATES THEY FORESEE A CONFLICT OF INTEREST WITH ANY ITEM ON THE AGENDA, THEY MUST FOLLOW THE DECLARATION. IN THE FINAL BOARD MINUTES THIS PROCESS AND ANY POSSIBLE CONFLICT OF INTEREST SHALL BE NOTED. FORM 990, PAGE 6, PART VI, LINE 15A THE BOARD OF DIRECTORS REVIEWS AND AUTHORIZES ANY CHANGES TO COMPENSATION FOR THE EXECUTIVE DIRECTOR. FORM 990, PAGE 6, PART VI, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST FROM THE ORGANIZATION'S OPERATING OFFICE LOCATED AT 1030 JEFFERSON AVENUE, MEMPHIS, TN 38104 FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES 0 1,063 0 CONTRACT RESEARCH SERVICES 114,782 0 0 ADMINISTRATIVE FEES 0 3,401 0 TOTAL 114,782 4,464 0