2026-03-26T08:13:03-05:00 2025-06-30 WithumSmithBrown PC 1835 MARKET STREET STE 1710 PHILADELPHIA PA 079811070 990 2024-07-01 830980457 PARTNERS IN INNOVATION EDUCATION AND RESEARCH CONSORTIUM LLC % TREASURER PART 2159550713 833 CHESTNUT STREET SUITE 900 PHILADELPHIA PA 19107 DAVID J WHELLAN MD CHIEF OPERATING OFF 2159550713 2026-05-15 true true Scott J Mariani P00642486 2155462140 2024 2025-03-06 01:10:19Z DAVID J WHELLAN MD 1015 CHESTNUT STREET SUITE 31 PHILADELPHIA PA 19107 302115 false X WWW.PIERCONSORTIUM.ORG X LLC 2018 DE PIER CONSORTIUM'S MISSION IS TO UNITE RESEARCHERS, SPONSORS AND PATIENTS IN INNOVATING AND TRANSFORMING CLINICAL RESEARCH. 7 7 0 7 0 0 0 0 171532 302115 0 0 0 0 171532 302115 0 0 0 0 0 0 0 0 0 253493 327314 253493 327314 -81961 -25199 62031 96832 0 0 62031 96832 X PIER CONSORTIUM'S MISSION IS TO UNITE RESEARCHERS, SPONSORS AND PATIENTS IN INNOVATING AND TRANSFORMING CLINICAL RESEARCH. SIMULTANEOUSLY THE ORGANIZATION FOCUSES ON SAFETY, QUALITY, AND ADVANCING THE PREVENTION, DIAGNOSIS AND TREATMENT OF DISEASE. PIER CONSORTIUM OFFERS A UNIQUE APPROACH TO CLINICAL RESEARCH BY ACCELERATING CLINICAL TRIALS AND FACILITATING THE SHARING OF IDEAS ACROSS THE CONSORTIUM AND WITHIN ITS COMMUNITIES. THE ORGANIZATION'S VISION IS TO LEVERAGE THE SERVICES, EXPERTISE, AND SCIENTIFIC KNOWLEDGE FROM EACH MEMBER IN AN EFFORT TO IDENTIFY WAYS TO IMPROVE THE LIVES OF ITS PATIENTS AND COMMUNITIES. false false 327314 0 302115 EXPENSES INCURRED IN UNITING RESEARCHERS, SPONSORS AND PATIENTS IN INNOVATING AND TRANSFORMING CLINICAL RESEARCH. 327314 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 false false false false false false false false false false false false false false false true 0 0 0 false false false false false false false false X 7 7 false false false false true true true true true false false false true true true true true false false false PA X TREASURER 2159550713 833 CHESTNUT STREET SUITE 900 PHILADELPHIA PA 19107 KENNY J SIMANSKY PHD CHAIRMAN - OFFICER 1.0 0.0 X X 0 0 0 MARY KLEIN PHD TREASURER - OFFICER 1.0 0.0 X X 0 0 0 KATIE GALBRAITH MBA FACHE TRUSTEE 1.0 0.0 X 0 0 0 DAVID J WHELLAN MD CHIEF OPERATING OFFICER 20.0 0.0 X X 0 0 0 DREXEL UNIVERSITY INSTITUTIONAL TRUSTEE 1.0 0.0 X 0 0 0 MAIN LINE HEALTH INC INSTITUTIONAL TRUSTEE 1.0 0.0 X 0 0 0 THOMAS JEFFERSON UNIVERSITY INSTITUTIONAL TRUSTEE 1.0 0.0 X 0 0 0 0 0 0 0 false false false 0 0 NET PROGRAM SERVICE REVENUE 622110 302115 302115 302115 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 302115 302115 X 0 0 0 0 0 0 0 0 0 0 0 0 3640 3640 0 0 0 3449 3449 0 0 259 259 1958 1958 7129 7129 0 0 0 0 0 0 0 0 18466 18466 CLINICAL TRIAL FEES 259334 259334 0 0 PURCHASED SERVICES 30040 30040 0 0 BANK SERVICE CHARGES 3039 3039 0 0 327314 327314 0 0 62031 96832 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 62031 96832 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 62031 96832 0 0 62031 96832 62031 96832 X -25199 60000 X false false false X X 3 DREXEL UNIVERSITY 231352630 2 true 0 0 MAIN LINE HEALTH INC 232331531 3 true 0 0 THOMAS JEFFERSON UNIVERSITY 231352651 2 true 0 0 3 0 0 true false false false false false false false false false false false false false false false false true false SCHEDULE A, PART I; QUESTION 12G THE ORGANIZATION'S MEMBERS ARE ITS SUPPORTED ORGANIZATIONS. THE FOLLOWING ORGANIZATIONS ARE PIER CONSORTIUM'S SUPPORTED ORGANIZATIONS: - DREXEL UNIVERSITY - MAIN LINE HEALTH, INC. - THOMAS JEFFERSON UNIVERSITY DREXEL UNIVERSITY IS A TAX-EXEMPT ORGANIZATION DESCRIBED IN CODE SECTION 501(C)(3), AND A PUBLIC CHARITY AS A SUPPORTING ORGANIZATION UNDER CODE SECTION 170(B)(1)(A)(II). MAIN LINE HEALTH, INC. ("MAIN LINE") IS A TAX-EXEMPT ORGANIZATION DESCRIBED IN CODE SECTION 501(C)(3), AND A PUBLIC CHARITY AS A SUPPORTING ORGANIZATION UNDER CODE SECTION 509(A)(3). MAIN LINE'S ACTIVE AFFILIATES OPERATING TAX-EXEMPT HOSPITALS INCLUDE LANKENAU MEDICAL CENTER, BRYN MAWR HOSPITAL, PAOLI HOSPITAL, RIDDLE HOSPITAL AND BRYN MAWR REHABILITATION HOSPITAL; ALL OF WHICH ARE TAX-EXEMPT ORGANIZATIONS DESCRIBED IN CODE SECTION 501(C)(3) AND PUBLIC CHARITIES PURSUANT TO CODE SECTION 170(B)(1)(A)(III). THOMAS JEFFERSON UNIVERSITY ("JEFFERSON") IS A TAX-EXEMPT ORGANIZATION DESCRIBED IN CODE SECTION 501(C)(3), AND A PUBLIC CHARITY AS A SUPPORTING ORGANIZATION UNDER CODE SECTION 170(B)(1)(A)(II). EFFECTIVE OCTOBER 4, 2021, PURSUANT TO THE TERMS OF AN INTEGRATION AGREEMENT, THOMAS JEFFERSON UNIVERSITY BECAME THE SOLE MEMBER OF ALBERT EINSTEIN HEALTHCARE NETWORK. THOMAS JEFFERSON UNIVERSITY IS THE ULTIMATE SOLE MEMBER OF VARIOUS AFFILIATES WHICH INCLUDE THE FOLLOWING HOSPITAL FACILITIES: EINSTEIN MEDICAL CENTER MONTGOMERY, EINSTEIN MEDICAL CENTER PHILADELPHIA, JEFFERSON ABINGTON HOSPITAL, JEFFERSON BUCKS HOSPITAL, JEFFERSON CHERRY HILL HOSPITAL, JEFFERSON FRANKFORD HOSPITAL, JEFFERSON HOSPITAL FOR NEUROSCIENCE, JEFFERSON LANSDALE HOSPITAL, JEFFERSON METHODIST HOSPITAL, JEFFERSON STRATFORD HOSPITAL, JEFFERSON TORRESDALE HOSPITAL, JEFFERSON WASHINGTON TOWNSHIP HOSPITAL, MAGEE REHABILITATION HOSPITAL, MOSS REHAB AND THOMAS JEFFERSON UNIVERSITY HOSPITAL; ALL OF WHICH ARE TAX-EXEMPT ORGANIZATIONS DESCRIBED IN CODE SECTION 501(C)(3) AND PUBLIC CHARITIES PURSUANT TO CODE SECTION 170(B)(1)(A)(III). AS NOTED ABOVE, SOME OF PIER'S SUPPORTED ORGANIZATIONS ARE SUPPORTING ORGANIZATIONS UNDER CODE SECTION 509(A)(3). IN ACCORDANCE WITH IRS FORM 990 RULES AND REGULATIONS, THE ORGANIZATIONS NAMED IN COLUMN (I), MAY ONLY ENTER LINES 1 THROUGH 10 WITHIN COLUMN (III) FOR EACH OF ITS SUPPORTED ORGANIZATION. THEREFORE, THE PUBLIC CHARITY STATUS LISTED WITHIN THIS SECTION FOR SOME OF PIER'S SUPPORTED ORGANIZATIONS REFLECT THE PUBLIC CHARITY STATUS OF THE ORGANIZATION SUPPORTED BY PIER'S SUPPORTED ORGANIZATIONS, RATHER THAN THE PUBLIC CHARITY STATUS OF THE SUPPORTED ORGANIZATION ITSELF. CORE FORM, PART V; INFO REGARDING PERSONAL BENEFIT CONTRACTS THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY, OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT. THE ORGANIZATION DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY, OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. CORE FORM, PART VI, SECTION A; QUESTIONS 6 & 7 THOMAS JEFFERSON UNIVERSITY, DREXEL UNIVERSITY AND MAIN LINE HEALTH, INC. ARE THE CONTROLING MEMBERS OF THIS ORGANIZATION. THESE MEMBERS HAVE THE RIGHT TO APPOINT REPRESENTATIVES TO THIS ORGANIZATION'S BOARD OF TRUSTEES AND HAS CERTAIN RESERVED POWERS AS DEFINED IN THIS ORGANIZATION'S BYLAWS. CORE FORM, PART VI, SECTION B; QUESTION 11B AS PART OF THE ORGANIZATION'S FEDERAL FORM 990 TAX RETURN PREPARATION PROCESS THE ORGANIZATION HIRED A PROFESSIONAL CERTIFIED PUBLIC ACCOUNTING ("CPA") FIRM WITH EXPERIENCE AND EXPERTISE IN BOTH HEALTHCARE AND NOT-FOR-PROFIT TAX RETURN PREPARATION TO PREPARE THE FEDERAL FORM 990. THE CPA FIRM'S TAX PROFESSIONALS WORKED CLOSELY WITH THE NETWORK'S FINANCE PERSONNEL AND VARIOUS OTHER NETWORK INDIVIDUALS ("INTERNAL WORKING GROUP") TO OBTAIN THE INFORMATION NEEDED IN ORDER TO PREPARE A COMPLETE AND ACCURATE TAX RETURN. THE CPA FIRM PREPARED A DRAFT FEDERAL FORM 990 AND FURNISHED IT TO THE NETWORK'S INTERNAL WORKING GROUP FOR THEIR REVIEW. THE NETWORK'S INTERNAL WORKING GROUP REVIEWED THE DRAFT FEDERAL FORM 990 AND DISCUSSED QUESTIONS AND COMMENTS WITH THE CPA FIRM. REVISIONS WERE MADE TO THE DRAFT FEDERAL FORM 990 WHERE NECESSARY AND A FINAL DRAFT WAS FURNISHED BY THE CPA FIRM TO THE NETWORK'S INTERNAL WORKING GROUP FOR FINAL REVIEW AND APPROVAL. THEREAFTER, THE FINAL FEDERAL FORM 990 WAS FILED WITH THE IRS. CORE FORM, PART VI, SECTION B; QUESTION 12 THIS ORGANIZATION HAS A WRITTEN CONFLICT OF INTEREST POLICY AND REGULARLY MONITORS AND ENFORCES COMPLIANCE WITH THAT POLICY. THE POLICY REQUIRES THAT A CONFLICT OF INTEREST DISCLOSURE FORM CONSISTENT WITH BEST GOVERNANCE PRACTICES AND INTERNAL REVENUE SERVICE GUIDELINES BE CIRCULATED COVERED INDIVIDUALS ANNUALLY. THE DISCLOSURE STATEMENTS WILL BE REVIEWED, AND MANAGED, AS NECESSARY BY THIS ORGANIZATION'S CHIEF OPERATING OFFICER AND THE CHAIR OF THE BOARD OF MANAGERS AND OTHER PARTICIPANTS IN THE APPLICABLE DECISION MAKING PROCESS. CORE FORM, PART VI, SECTION C; QUESTION 19 THE ORGANIZATION'S FILED CERTIFICATE OF INCORPORATION AND ANY AMENDMENTS CAN BE OBTAINED AND REVIEWED THROUGH THE STATE OF DELAWARE. IN ADDITION, THE ORGANIZATION'S CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST. CORE FORM, PART XI; QUESTION 9 OTHER CHANGES IN NET ASSETS OR FUND BALANCE INCLUDE: - MEMBER CAPITAL CONTRIBUTIONS - $60,000.