2026-09-12T07:49:35-05:00 2025-12-31 882730877 CHERRY BEKAERT ADVISORY LLC 401 EAST JACKSON ST SUITE 1200 TAMPA FL 33602 990 2025-01-01 208423943 CHORDOMA FOUNDATION CHOR 9198096779 PO BOX 2127 DURHAM NC 27702 JOSH SOMMER EXECUTIVE DIRECTOR & PRESIDENT 9198096779 2026-09-10 1 MELANIE MCPEAK P01346034 8132511010 2025 JOSH SOMMER PO BOX 2127 DURHAM NC 27702 26149036 0 X WWW.CHORDOMAFOUNDATION.ORG X 2007 NC IMPROVE THE LIVES OF THOSE AFFECTED BY CHORDOMA AND LEAD THE SEARCH FOR A CURE. 13 11 16 58 0 0 4859019 12693381 0 0 445749 632789 58056 87521 5362824 13413691 3731199 1933755 0 0 2131135 2343276 0 0 823460 972295 1855248 6834629 6132279 -1471805 7281412 11385145 18010621 3665296 2960618 7719849 15050003 THE MISSION OF THE CHORDOMA FOUNDATION IS TO IMPROVE THE LIVES OF THOSE AFFECTED BY CHORDOMA AND LEAD THE SEARCH FOR A CURE. 0 0 3893800 1819778 87521 (RESEARCH) TO ACCELERATE THE DEVELOPMENT OF BETTER TREATMENTS FOR CHORDOMA, WE CONDUCTED, SUPPORTED AND ENABLED HIGH-IMPACT RESEARCH SPANNING BASIC, TRANSLATIONAL AND CLINICAL SCIENCE. THIS INCLUDED CARRYING OUT PRECLINICAL STUDIES IN OUR LABORATORY, AWARDING RESEARCH GRANTS TO ACADEMIC INVESTIGATORS, OPERATING REPOSITORIES TO SUPPLY THE RESEARCH COMMUNITY WITH KEY RESEARCH-ENABLING RESOURCES, CONVENING SCIENTIFIC MEETINGS, AND FACILITATING THE DESIGN AND INITIATION OF WELL-JUSTIFIED CLINICAL TRIALS. 934456 113977 (PATIENT SERVICES) TO IMPROVE THE LIVES OF INDIVIDUALS AFFECTED BY CHORDOMA, WE HELPED PATIENTS AND THEIR FAMILIES FIND ACCURATE INFORMATION ABOUT CHORDOMA AND TREATMENT OPTIONS, OVERCOME BARRIERS TO CARE, AND GET EMOTIONAL SUPPORT FROM PEERS. THIS INCLUDED DEVELOPING AND DISTRIBUTING EDUCATIONAL CONTENT, PROVIDING PATIENT NAVIGATION SERVICES, HOSTING EDUCATIONAL CONFERENCES, OPERATING AN ONLINE COMMUNITY FORUM FOR PATIENTS AND FAMILIES AND PROVIDING FINANCIAL ASSISTANCE TO INDIVIDUALS TRAVELING TO PARTICIPATE IN CLINICAL TRIALS. 4828256 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 1 1 1 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 1 21 0 1 16 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X X JOSH SOMMER 9198096779 PO BOX 2127 DURHAM NC 27702 DAVID SANDAK CHAIR 2.00 0.00 X X 0 0 0 LESLIE ADLER DIRECTOR 2.00 0.00 X 0 0 0 PAUL FELDMAN DIRECTOR 2.00 0.00 X 0 0 0 STEVEN GOLICK DIRECTOR 2.00 0.00 X 0 0 0 CHRISTOPHER HEERY DIRECTOR 2.00 0.00 X 0 0 0 ALICIA JEFFREYS DIRECTOR (TO 09/25) 2.00 0.00 X 0 0 0 JOANNE KOTZ DIRECTOR (FROM 04/25) 2.00 0.00 X 0 0 0 SUSAN MAHONY DIRECTOR 2.00 0.00 X 0 0 0 STEVEN MANDEL TREASURER 2.00 0.00 X X 0 0 0 LAUREN MULHOLLAND DIRECTOR 2.00 0.00 X 0 0 0 SHREYASKUMAR PATEL DIRECTOR 2.00 0.00 X 0 0 0 MEGAN STEWART DIRECTOR 2.00 0.00 X 0 0 0 JOHN THERIEN SECRETARY 2.00 0.00 X X 0 0 0 JOSH SOMMER EXECUTIVE DIRECTOR & PRESIDENT 50.00 0.00 X X 184139 0 16421 SARA NICK HEAD OF ENGAGEMENT, CHIEF OF STAFF 40.00 0.00 X 150360 0 7468 JESSE BONGARTZ HEAD OF FINANCE/OPS, ASST TREASURER 40.00 0.00 X 138214 0 15605 KENNY BRIGHTON HEAD OF PHILANTHROPY 40.00 0.00 X 233357 0 9833 DANIEL FREED CHIEF SCIENTIFIC OFFICER 40.00 0.00 X 212495 0 19052 SHANNON LOZINSKY DIRECTOR OF PATIENT SERVICES 40.00 0.00 X 119829 0 16193 LEE DOLAT SENIOR SCIENTIST 40.00 0.00 X 126910 0 14048 ASHLEY WHITE OPERATIONS AND PROGRAM MANAGER 40.00 0.00 X 102219 0 9259 1267523 0 107879 8 0 1 0 SOUTH TEXAS ACCELERATED RESEARCH THERAPE 4383 MEDICAL DR STE 4021 SAN ANTONIO TX 78229 RESEARCH 387030 NC BIOLABS LLC 701 W MAIN ST STE 200 DURHAM NC 27701 LAB RENT AND SERVICES 125040 2 12693381 347007 12693381 627004 627004 12741130 12735345 5785 5785 5785 BAD DEBT ALLOWANCE ADJUSTMENT 900099 47205 47205 SPONSORED RESEARCH 900099 18809 18809 OTHER INCOME 900099 15732 15732 5775 5775 87521 13413691 87521 0 632789 1340356 1340356 113977 113977 479422 479422 986944 607507 110389 269048 1071065 659287 119798 291980 27120 16694 3033 7393 123286 75888 13789 33609 134861 83013 15084 36764 46920 29265 14100 3555 35992 35992 20780 20780 185386 126119 35899 23368 51026 43187 1135 6704 85221 19787 24295 41139 230509 140317 49072 41120 4576 1063 1305 2208 121684 57906 6997 56781 55801 44571 3916 7314 28025 7711 19956 358 CONTRACT RESEARCH 505590 505590 INTERNAL LAB PROGRAM 369613 369613 EVENTS 114125 106983 5023 2119 6132279 4828256 480563 823460 784029 3705316 8881876 13207890 1422306 783440 95941 148036 51767 72655 245428 173280 110975 72148 38251 21136 11385145 18010621 833241 883106 2832055 2077512 3665296 2960618 X 4104641 5403086 3615208 9646917 7719849 15050003 11385145 18010621 X 7281412 2342 46400 X 0 1 X 1 0 X 2961128 4812417 7189579 4859019 12693381 32515524 2961128 4812417 7189579 4859019 12693381 32515524 6698618 25816906 26512 49598 230561 445749 627004 1379424 58056 87521 145577 34040525 0.75840 0.63750 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 181868 173280 8588 63560 63560 72148 X 13573903 2342 158675 46400 207417 13366486 47205 47205 13413691 6243749 158675 -47205 111470 6132279 0 6132279 PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAX AND APPLICABLE STATE STATUTES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. U.S. GAAP REQUIRES THE FOUNDATION TO EVALUATE TAX POSITIONS TAKEN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE FOUNDATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE FOUNDATION HAS ANALYZED THE TAX POSITIONS AND CONCLUDED THAT AS OF DECEMBER 31, 2025, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FOREIGN CURRENCY GAIN 46,400. PART XI, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT ALLOWANCE ADJUSTMENT 47,205. PART XII, LINE 2D - OTHER ADJUSTMENTS: BAD DEBT ALLOWANCE ADJUSTMENT -47,205. 1 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTS RESEARCH 229422 EAST ASIA AND THE PACIFIC 0 0 GRANTS RESEARCH 200000 NORTH AMERICA 0 0 GRANTS RESEARCH 50000 0 0 0 0 0 0 479422 0 479422 RESEARCH 344165 WIRE TRANSFER 0 RESEARCH 126666 WIRE TRANSFER 0 RESEARCH 50000 WIRE TRANSFER 0 RESEARCH 189000 WIRE TRANSFER 0 1 7 0 0 0 0 0 0 PART I, LINE 2: MONITORING THE USE OF GRANT FUNDS OUTSIDE THE U.S. IS CARRIED OUT THROUGH REGULAR WRITTEN REPORTING BY GRANTEE ORGANIZATIONS COUPLED WITH CHECK IN MEETINGS VIA TELECONFERENCE OR VIDEOCONFERENCE BETWEEN GRANTEES AND PROGRAM STAFF. 1 CANCER RESEARCH INSTITUTE 29 BROADWAY FLOOR 4 NEW YORK NY 10006 131837442 501(C)(3) 150000 0 RESEARCH GRANT NORTHWESTERN UNIVERSITY 633 CLARK ROOM 547 EVANSTON IL 60208 362167817 501(C)(3) 349803 0 RESEARCH GRANT REGENTS OF THE UNIVERSITY OF MICHIGAN 5802 WOLVERINE TOWER 3003 SOUTH STATE STREET ANN ARBOR MI 48109 386006309 501(C)(3) 25000 0 RESEARCH GRANT THE BROAD INSTITUTE INC 415 MAIN STREET CAMBRIDGE MA 02142 263428781 501(C)(3) 299615 0 RESEARCH GRANT UNIVERSITY OF MIAMI PO BOX 248106 CONTROLLERS CORAL GABLES FL 33124 590624458 501(C)(3) 25000 0 RESEARCH GRANT UNIVERSITY OF TEXAS MD ANDERSON CANCER CENTER 1515 HOLCOMBE BLVD HOUSTON TX 77030 746001118 501(C)(3) 443162 0 RESEARCH GRANT 6 0 PATIENT ASSISTANCE 14 112877 PART I, LINE 2: MONITORING THE USE OF GRANT FUNDS INSIDE THE U.S. IS CARRIED OUT THROUGH REGULAR WRITTEN REPORTING BY GRANTEE ORGANIZATIONS COUPLED WITH CHECK IN MEETINGS VIA TELECONFERENCE OR VIDEOCONFERENCE BETWEEN GRANTEES AND PROGRAM STAFF. X X X 0 0 0 0 0 0 0 1 0 KENNY BRIGHTON HEAD OF PHILANTHROPY 196562 0 36735 0 60 0 7847 0 1986 0 243190 0 0 0 DANIEL FREED CHIEF SCIENTIFIC OFFICER 191160 0 21275 0 60 0 8546 0 10506 0 231547 0 0 0 JOSH SOMMER EXECUTIVE DIRECTOR & PRESIDENT 154915 0 29170 0 54 0 6452 0 9969 0 200560 0 0 0 SARA NICK HEAD OF ENGAGEMENT, CHIEF OF STAFF 135350 0 14950 0 60 0 6012 0 1456 0 157828 0 0 0 JESSE BONGARTZ HEAD OF FINANCE/OPS, ASST TREASURER 125154 0 13006 0 54 0 5934 0 9671 0 153819 0 0 0 PART I, LINE 7 THE EXECUTIVE DIRECTOR'S BONUS IS DETERMINED BY THE BOARD'S EXECUTIVE COMMITTEE ON AN ANNUAL BASIS AS A PART OF THE ANNUAL BUDGET AND PERFORMANCE REVIEW PROCESS. OTHER INDIVIDUALS' BONUSES ARE DETERMINED BY THE EXECUTIVE DIRECTOR ON AN ANNUAL BASIS AS A PART OF THE ANNUAL BUDGET AND PERFORMANCE REVIEW PROCESS. THIS IS REVIEWED AND APPROVED BY THE BOARD'S EXECUTIVE COMMITTEE. JOHN THERIEN BOARD DIRECTOR 66222 IN-KIND DONATION LEGAL SERVICES 0 JOHN THERIEN BOARD DIRECTOR 29009 PAID LEGAL SERVICES 0 SCH. L, PART IV, LINES 1 & 2 THE FOUNDATION RECEIVED AN IN-KIND DONATION OF LEGAL SERVICES, AS WELL AS PAID LEGAL SERVICES, FROM SMITH ANDERSON, LLP. JOHN THERIEN, A BOARD MEMBER OF THE FOUNDATION, IS ALSO A MEMBER OF THE LAW FIRM SMITH ANDERSON, LLP. X 10 347007 FMV 0 0 1 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS (COLUMN B) REPRESENTS THE NUMBER OF CONTRIBUTORS FOR EACH RESPECTIVE CATEGORY. FORM 990, PART VI, SECTION B, LINE 11B FINANCIAL REPORTS AND THE FORM 990 ARE REVIEWED BY THE FOUNDATION'S EXECUTIVE DIRECTOR, BOARD CHAIR, TREASURER AND FINANCE COMMITTEE BEFORE BEING DISTRIBUTED TO THE FULL BOARD, WHO ARE GIVEN AN OPPORTUNITY TO REVIEW AND PROVIDE FEEDBACK PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C EACH EMPLOYEE, DIRECTOR, OR OTHER AGENT OF THE FOUNDATION SIGNS A STATEMENT THAT AFFIRMS THEY HAVE RECEIVED A COPY OF THE POLICY, READ AND UNDERSTAND THE POLICY, AGREED TO COMPLY WITH THE POLICY, AND UNDERSTAND THE FOUNDATION MUST ENGAGE PRIMARILY IN ACTIVITIES THAT ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. POTENTIAL CONFLICTS ARE DOCUMENTED CONTEMPORANEOUSLY. THE EXECUTIVE DIRECTOR REVIEWS ALL POTENTIAL CONFLICTS AND DISCUSSES THEM WITH THE EXECUTIVE COMMITTEE FOR POTENTIAL MITIGATION. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS RECOMMENDS COMPENSATION OF THE EXECUTIVE DIRECTOR AND KEY EMPLOYEES THAT IS (I) WITHIN THE BUDGET APPROVED BY THE BOARD OF DIRECTORS, AND (II) COMPARABLE TO INDUSTRY NORMS FOR SIMILARLY SIZED NONPROFITS. THE EXECUTIVE DIRECTOR, ALONG WITH THE BOARD OF DIRECTORS, DETERMINE THE COMPENSATION OF THE ORGANIZATION'S EMPLOYEES AFTER CAREFULLY REVIEWING THE EMPLOYEE CREDENTIALS AND THE ORGANIZATION'S BUDGET. ALL POSITIONS AND COMPENSATIONS ARE APPROVED AND FUNDED THROUGH THE ANNUAL BUDGET, WHICH REQUIRES BOARD REVIEW AND APPROVAL. IN ADDITION, PERSONNEL ISSUES MAY BE BROUGHT BEFORE THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS BY THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS INCLUDING ARTICLES OF INCORPORATION, BY-LAWS, POLICIES, ANNUAL AUDITS, AND 990S ARE ON FILE IN THE FINANCE OFFICE AND ARE AVAILABLE TO THE PUBLIC UPON REQUEST. SOME OF THESE DOCUMENTS ARE AVAILABLE ON THE FOUNDATION'S WEBSITE. FORM 990, PART XI, LINE 9: FOREIGN CURRENCY GAIN 46,400.