2025-08-14T10:51:08-04:00 2024-09-30 461041593 FINANCIAL SOLUTION ADVISORS PLLC 4350 PABLO PROFESSIONAL CT STE 200 JACKSONVILLE FL 322243224 990 2023-10-01 561655431 INSTITUTE FOR MEDICAL RESEARCH INC INST 9842507013 508 FULTON ST 151-IMR DURHAM NC 27705 CAROL MEYER EXECUTIVE DIRECTOR 9842507013 2025-05-16 true false MICHAEL B MCLEOD CPA P00966646 9042962024 2025-08-14 2023 2025-03-06 01:10:19Z CAROL MEYER 508 FULTON ST 151-IMR DURHAM NC 27705 23532053 false X IMR.ORG X 1989 NC TO SUPPORT RESEARCH AND EDUCATION THROUGHOUT THE DURHAM VETERANS AFFAIRS HEALTH CARE SYSTEM. 6 6 233 0 2000 20502761 22261330 113852 91717 140063 59575 20756676 22414622 0 0 11127010 15263537 0 0 4639240 3895458 15766250 19158995 4990426 3255627 13072926 13954317 4636548 2262307 8436378 11692010 X THE PURPOSE OF THE INSTITUTE OF MEDICAL RESEARCH, INC. IS TO SUPPORT RESEARCH AND EDUCATION THROUGHOUT THE DURHAM VETERANS AFFAIRS HEALTHCARE SYSTEM TO ENHANCE THE HEALTH AND LIVES OF VETERANS, THEIR FAMILIES AND THE PUBLIC AT LARGE. false false 17123697 22261330 SUPPORTED A MEDICAL TRAINING AND EDUCATION PROGRAM TO SUPPORT THE VA PHARMACOGENOMICS ACTION FOR CANCER SURVIVORSHIP (PHASER). EXPANDED ACCESS TO PHARMACOGENOMIC (PGX) TESTING, INCLUDING PROVIDING BASIC PGX EDUCATION, TO AN ADDITIONAL 10,000 VETERANS SEEN ACROSS 25 VA HEALTH CARE SYSTEMS NATIONWIDE. ENGAGED IN PHARMACOGENOMIC EDUCATION WITH APPROXIMATELY 1,000 NEW VA PROVIDERS IN ADDITION TO HOSTING MONTHLY PGX BROWN BAG LEARNING SESSIONS AND RELEASING A MONTHLY PGX NEWSLETTER TO OVER 1,700 CLINICIANS. SECURED COMMITMENTS FROM ANOTHER 27 VA HOSPITALS TO IMPLEMENT THE PHASER PGX TESTING PROGRAM. BUILT AND RELEASED NATIONALLY AUTOMATED CLINICAL DECISION SUPPORT TOOLS FOR DRUG-GENE ALERTS FOR ALL STATINS AND SELECT SSRIS, NSAIDS, PPIS, CLOPIDOGREL, ONDANSETRON, AND LOOK TO HAVE RELEASED BEFORE THE END OF THE CALENDAR YEAR ALERTS TO SUPPORT DRUG-GENE ALERTS FOR SELECT TCAS, ATOMOXETINE, PHENYTOIN, TACROLIMUS, TAMOXIFEN, AND VORICONAZOLE. PREPARED THE EDUCATION AND TECHNICAL ENVIRONMENTS FOR A TESTING PANEL EXPANSION FROM 11 TO 15 GENES DUE TO BE RELEASED BY THE END OF THE CALENDAR YEAR. DEVELOPED AND DELIVERED MANAGEMENT TRAININGS TO BETTER SUPPORT GROWING ORGANIZATION. SECURED 20M IN REVENUE WHILE FOCUSING ON INDUSTRY-SUPPORTED RESEARCH. FINETUNED TRANSITIONAL LEADERSHIP (FINANCE, ED, HR) TO GUIDE IMR THROUGH SCALING ORGANIZATION DUE TO RAPID GROWTH AND CHANGING NEEDS. STABILIZED ORGANIZATION AND REFINED OPERATIONS. CONTINUATION OF PHASER PROJECT TO OFFER VETERANS OPPORTUNITIES TO UTILIZE GENETIC TESTING FOR IMPROVED DISEASE OUTCOMES. PHASER IS BEING OPERATIONALIZED THROUGHOUT THE VA. TRAINING CLERGY TO ASSIST WITH MENTAL HEALTH ISSUES AMONG VETERANS. SUPPORTED NUMEROUS PROJECTS TO FURTHER AID WITH THE DIAGNOSIS, RISK STRATIFICATION AND LIFE STYLE INTERVENTION FOR THE BENEFIT OF UROLOGY AND ONCOLOGY PATIENTS. ACCOMMODATED MAJOR GROWTH OF A PROSTATE CANCER PROGRAM TO ADD MULTIPLE PROJECTS, ADDING THOUSANDS OF PATIENTS AND NEW AVENUES OF PATIENT EDUCATION AND POTENTIAL TREATMENT. 17123697 true false false false false false false false false false true false false true true true true false false false false false false false false false false false false true false false false false false false false false false false false false false true false false false true 48 0 233 true false false false false false false false false false false false false false false X 6 6 false false false false false false false true true false false true true true true true true true false false X NIRMA ACOSTA 9842507013 508 FULTON ST 151-IMR DURHAM NC 27705 LIANA PUSCAS MD SECRETARY/TR 2.00 40.00 X X 0 395039 0 KENNETH GOLDBERG MD VICE PRESIDE 2.00 40.00 X X 0 333133 0 DAVID EDELMAN MD PRESIDENT 5.00 40.00 X X 0 247643 0 ALYSHIA SMITH DNP DIRECTOR 2.00 40.00 X 0 228705 0 CAROL MEYER EXECUTIVE DI 40.00 X 149979 0 0 RANKIN MCKENZIE LLC FRAC CFO 16.00 X 126575 0 0 NIRMA ACOSTA CFO 40.00 X 87152 0 0 MICHELE PACKARD-MILAM INT EXEC DIR 40.00 X 80317 0 0 BRIAN LETOURNEAU DIRECTOR 2.00 X 0 0 0 DENNIS SHIPMAN DIRECTOR 2.00 X 0 0 0 444023 1204520 2 false true false RANKIN MCKENZIE LLC 5000 CENTREGREEN WAY 500 CARY NC 27513 FRAC CFO 126575 JESSICA JANES 3417 N WILLIAMS ST DENVER CO 80205 PROFESSIONAL 119545 2 2000 2000 NON-FEDERAL GRANTS 541700 18502033 18502033 FEDERAL GRANTS & CONTRACTS 541700 2618015 2618015 PERSONNEL AGREEMENTS 541700 1141282 1141282 22261330 91717 91717 1117431 1117431 EXPENSE RECOVERY & MISC 541700 59575 59575 59575 22414622 22412622 87500 87500 12852974 11916524 936450 188277 175970 12307 1167912 1066886 101026 966874 898648 68226 72258 72258 15950 15950 1152529 959610 192919 1229 1229 91918 46836 45082 98757 58595 40162 172083 3005 169078 133413 114835 18578 76011 72921 3090 10576 10576 52375 52375 RESEARCH STUDY COSTS 1012107 986334 25773 INTER-INSTITUTIONAL AGREE 884914 813051 71863 BAD DEBT EXPENSE 100000 100000 DUES & SUBSCRIPTIONS 20634 9778 10856 704 704 19158995 17123697 2035298 0 1724240 2361788 1746984 2813453 6433373 7620717 119747 260881 71477 10576 60901 1960000 1088582 836577 13072926 13954317 1260111 1214007 2280985 196413 1095452 851887 4636548 2262307 X 7169582 10480724 1266796 1211286 8436378 11692010 13072926 13954317 X 3255627 5 X false true X true true true X DURHAM VETERAN AFFAIRS HEALTH CARE SYSTEM DURHAM NC 71477 10576 60901 60901 OPERATING LEASE RIGHT OF USE, NET 827054 SECURITY DEPOSITS 9523 836577 OPERATING LEASE LIABILITIES, LNG TRM 588364 OPERATING LEASE LIABILITIES, CURRENT 263523 851887 X 22414622 22414622 22414622 19158995 19158995 19158995 SCHEDULE D, PAGE 3, PART X THE ORGANIZATION QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501 (C)(3) OF THE INTERNAL REVENUE CODE. 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. X X false false false false false false false false false LIANA PUSCAS MD SECRETARY/TREASURER 395039 395039 KENNETH GOLDBERG MD VICE PRESIDENT 333133 333133 DAVID EDELMAN MD PRESIDENT 247643 247643 ALYSHIA SMITH DNP DIRECTOR 228705 228705 FORM 990 - ORGANIZATION'S MISSION THE PURPOSE OF THE INSTITUTE OF MEDICAL RESEARCH, INC. IS TO SUPPORT RESEARCH AND EDUCATION THROUGHOUT THE DURHAM VETERANS AFFAIRS HEALTHCARE SYSTEM TO ENHANCE THE HEALTH AND LIVES OF VETERANS, THEIR FAMILIES AND THE PUBLIC AT LARGE. FORM 990, PAGE 2, PART III, LINE 4A SUPPORTED A MEDICAL TRAINING AND EDUCATION PROGRAM TO SUPPORT THE VA PHARMACOGENOMICS ACTION FOR CANCER SURVIVORSHIP (PHASER). EXPANDED ACCESS TO PHARMACOGENOMIC (PGX) TESTING, INCLUDING PROVIDING BASIC PGX EDUCATION, TO AN ADDITIONAL 10,000 VETERANS SEEN ACROSS 25 VA HEALTH CARE SYSTEMS NATIONWIDE. ENGAGED IN PHARMACOGENOMIC EDUCATION WITH APPROXIMATELY 1,000 NEW VA PROVIDERS IN ADDITION TO HOSTING MONTHLY PGX BROWN BAG LEARNING SESSIONS AND RELEASING A MONTHLY PGX NEWSLETTER TO OVER 1,700 CLINICIANS. SECURED COMMITMENTS FROM ANOTHER 27 VA HOSPITALS TO IMPLEMENT THE PHASER PGX TESTING PROGRAM. BUILT AND RELEASED NATIONALLY AUTOMATED CLINICAL DECISION SUPPORT TOOLS FOR DRUG-GENE ALERTS FOR ALL STATINS AND SELECT SSRIS, NSAIDS, PPIS, CLOPIDOGREL, ONDANSETRON, AND LOOK TO HAVE RELEASED BEFORE THE END OF THE CALENDAR YEAR ALERTS TO SUPPORT DRUG-GENE ALERTS FOR SELECT TCAS, ATOMOXETINE, PHENYTOIN, TACROLIMUS, TAMOXIFEN, AND VORICONAZOLE. PREPARED THE EDUCATION AND TECHNICAL ENVIRONMENTS FOR A TESTING PANEL EXPANSION FROM 11 TO 15 GENES DUE TO BE RELEASED BY THE END OF THE CALENDAR YEAR. DEVELOPED AND DELIVERED MANAGEMENT TRAININGS TO BETTER SUPPORT GROWING ORGANIZATION. SECURED 20M IN REVENUE WHILE FOCUSING ON INDUSTRY-SUPPORTED RESEARCH. FINETUNED TRANSITIONAL LEADERSHIP (FINANCE, ED, HR) TO GUIDE IMR THROUGH SCALING ORGANIZATION DUE TO RAPID GROWTH AND CHANGING NEEDS. STABILIZED ORGANIZATION AND REFINED OPERATIONS. CONTINUATION OF PHASER PROJECT TO OFFER VETERANS OPPORTUNITIES TO UTILIZE GENETIC TESTING FOR IMPROVED DISEASE OUTCOMES. PHASER IS BEING OPERATIONALIZED THROUGHOUT THE VA. TRAINING CLERGY TO ASSIST WITH MENTAL HEALTH ISSUES AMONG VETERANS. FORM 990, PAGE 6, PART VI, LINE 11B THE FORM 990 IS REVIEWED IN DETAIL BY THE INSTITUTE'S FINANCIAL OFFICER, EXECUTIVE DIRECTOR, AND APPROPRIATE BOARD MEMBER WHO SUBSEQUENTLY RECOMMENDS APPROVAL AND FILING TO THE BOARD OF DIRECTORS. THE FORM 990 IS PROVIDED TO ALL BOARD MEMBERS PRIOR TO FILING. FORM 990, PAGE 6, PART VI, LINE 12C ALL NEW KEY EMPLOYEES AND BOARD MEMBERS ARE REQUIRED ANNUALLY TO COMPLETE A CONFLICT OF INTEREST TRAINING, WHICH SPECIFIES ACTION TO BE TAKEN IN THE EVENT OF A PERCEIVED CONFLICT OF INTEREST. FORM 990, PAGE 6, PART VI, LINE 15A THE EXECUTIVE DIRECTOR'S SALARY WAS REVIEWED NOVEMBER 2023. THE SALARY WAS DETERMINED BY COMPARATIVE VETERAN'S AFFAIRS NON-PROFITS' EXECUTIVE DIRECTORS' SALARIES AND FMV. SALARY WAS DETERMINED BY VOTE OF FULL BOARD OF DIRECTORS. FORM 990, PAGE 6, PART VI, LINE 19 THE GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9 ROUNDING ADJUSTMENTS 5 VETERANS AFFAIRS DEPARTMENT 508 FULTON ST DURHAM NC 27706 561932832 HEALTHCARE NC NA false false false false false false false false false false false false false false true false true false false false VETERANS AFFAIRS DEPARTMENT P 621000 CASH