CLL Global Research Foundation c/o William Wierda

EIN: 880517430 501(c)(3) Medical Research

Houston, TX

Total Revenue
$3,170,285
Total Expenses
$3,943,865
Total Assets
$10,922,467
Net Assets
$9,194,331
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Financial Trends

Organization Details

Formation Year
2003
Legal Domicile
TX
Principal Officer
Dr William Wierda
Phone
7137452376
Tax Period
2025-01-01 to 2025-12-31

CLL Global Research Foundation c/o William Wierda, founded in 2003, is a community nonprofit in the Medical Research sector that reported $3.2M in total revenue in fiscal year 2025. Expenses of $3.9M exceeded revenue, resulting in a 24% operating deficit.

Mission

CLL Global's mission is to abolish chronic lymphocytic leukemia (CLL) as a threat to the life and health of patients by accelerating CLL research.

Program Service Accomplishments

Program 1
Expenses: $3,527,489

RESEARCH GRANTS: The CLL Global Research Foundation's primary activity is to accelerate research. The need is urgent to accelerate promising, untapped areas of research. CLL Global provides grants...

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RESEARCH GRANTS: The CLL Global Research Foundation's primary activity is to accelerate research. The need is urgent to accelerate promising, untapped areas of research. CLL Global provides grants through several mechanisms to fund novel, patient-oriented concepts. The intention is to fund the best CLL science in the world. In particular, CLL Global targets monoclonal antibodies, prognostic factors, vaccines & gene therapy, CLL survival pathway, genetics, molecular targets, and drug development. Continued on Schedule O A Scientific Advisory Board (SAB) develops the research priorities and oversees the development and implementation of the submission, evaluation and funding process for grant application cycles. SAB members have extensive experience in treating CLL patients, developing new drugs and other tools, and studying various aspects of the disease. The research grant section also allows support of postdoctoral fellows conducting a CLL-specific project. In 2025, CLL Global awarded new research/individual grants ranging from $100,000-$250,000. Applicants intially submit proposals for grants up to $150,000 in funding for one year. Applicants identify project milestones. Upon demonstration of sufficient progress, investigators will be considered for a second year of funding. For accounting purposes, CLL Global expenses grants at the time of completion of a sponsored research agreement.

Program 2
Expenses: $242,980

ALLIANCE: The US/European Alliance for the Therapy of CLL (Alliance) is comprised of 20 individuals from the United States and Europe, representing the world's experts in CLL research. The members...

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ALLIANCE: The US/European Alliance for the Therapy of CLL (Alliance) is comprised of 20 individuals from the United States and Europe, representing the world's experts in CLL research. The members are divided into working groups focusing on one of five big ideas in CLL research (refractory disease, immune dysfunction and restoration, novel therapeutic targets and approaches, Richter's transformation, high risk and genomically complex disease). The Alliance was built to encourage close collaboration between and among working groups. As such, meetings are held annually to bring investigators together to collaborate.

Program 3
Expenses: $25,000

EDUCATION: CLL Global Research Foundation hosts annual interactive patient education events where CLL patients learn about emerging therapies, current treatment options and support resources from...

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EDUCATION: CLL Global Research Foundation hosts annual interactive patient education events where CLL patients learn about emerging therapies, current treatment options and support resources from leading CLL experts. Events are recorded and recordings made available on the foundation's website. Three events were held in 2025.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $2,554,060
Program Service Revenue $0
Investment Income $616,225
Other Revenue $0
TOTAL REVENUE $3,170,285

Expense Breakdown

Grants Paid $3,527,489
Salaries & Benefits $110,000
Fundraising Expenses $43,271
Program Expenses $3,795,469
Other Expenses $306,376
TOTAL EXPENSES $3,943,865

Year-over-Year Comparison

2025 2024 Change
Revenue $3,170,285 $3,057,835 +0.0%
Expenses $3,943,865 $3,450,542 +0.1%
Net Income $-773,580 $-392,707 +1.0%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
11
Independent Members
10
Employees
N/A
Volunteers
10

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
3
$151,406
Total Directors
11
$16,406
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
William Wierda President & CEO 4.00
Officer Director
$16,406 $0 $16,406
Michael J Keating Founding Director 2.00
Officer Director
$0 $0 $0
Phyllis Cohen Director 1.00
Director
$0 $0 $0
Richard Evans Director 1.00
Director
$0 $0 $0
Louis Katopodis Director 1.00
Director
$0 $0 $0
Diane Lee Kraitman Director 1.00
Director
$0 $0 $0
Richard Marschner Director 1.00
Director
$0 $0 $0
Robert Nichols Director 1.00
Director
$0 $0 $0
William Plunkett Director 1.00
Director
$0 $0 $0
Martin Raber Director 1.00
Director
$0 $0 $0
Steve Winfield Director 1.00
Director
$0 $0 $0
Sam Margaret Pace CDO 35.00
Officer
$135,000 $0 $135,000
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $3,170,285 $3,943,865 $10,922,467 $-773,580
2024 $3,057,835 $3,450,542 $11,594,434 $-392,707
2023 $2,535,609 $3,129,589 $12,019,246 $-593,980
2022 $1,719,451 $2,136,724 $10,938,772 $-417,273
2021 $2,747,960 $3,008,640 $12,430,009 $-260,680
2020 $2,331,974 $2,430,026 $11,845,226 $-98,052
2019 $1,825,114 $1,980,059 $11,232,544 $-154,945
2018 $2,953,861 $2,184,123 $10,751,605 $769,738
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