STOWERS RESOURCE MANAGEMENT INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- STOWERS RESOURCE MANAGEMENT INC (EIN 41-2186719)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-14
- IRS object ID
- 202501349349302275
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-14T08:44:50+00:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 440160260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Forvis Mazars LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 Walnut Suite 1700 | AddressLine1Txt |
| City | Kansas City | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 641062246 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 412186719 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STOWERS RESOURCE MANAGEMENT INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STOW | BusinessNameControlTxt |
| Phone | 8169264000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 EAST 50TH STREET | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64110 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JONATHAN THOMAS | PersonNm |
| Person Title | DIRECTOR/CHAIR | PersonTitleTxt |
| Signature | 2025-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Michael Engle | PreparerPersonNm |
| PTIN | P00482834 | PTIN |
| Phone | 8162216300 | PhoneNum |
| Preparation | 2025-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JONATHAN THOMAS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 EAST 50TH STREET | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $259,938,145 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.STOWERS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2005 | FormationYr |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Activity Or Mission | STOWERS RESOURCE MANAGEMENT ("SRM") SUPPORTS THE ACTIVITIES OF STOWERS INSTITUTE FOR MEDICAL RESEARCH ("SIMR") WHICH CONDUCTS BASIC CELL AND MOLECULAR BIOLOGY RESEARCH AND THE GRADUATE SCHOOL OF THE STOWERS INSTITUTE FOR MEDICAL RESEARCH ("GSSIMR") WHICH PROVIDES GRADUATE EDUCATION THAT WILL PREPARE SCHOLARS FOR SCIENTIFIC RESEARCH IN THE BIOLOGICAL SCIENCES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 162 | TotalEmployeeCnt |
| Total Volunteers | 11 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,179,772 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,060,375 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $17,270,334 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $40,450,210 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,498,256 | PYInvestmentIncomeAmt |
| CY Investment Income | $114,591,270 | CYInvestmentIncomeAmt |
| PY Other Revenue | $15,264 | PYOtherRevenueAmt |
| CY Other Revenue | $30,537 | CYOtherRevenueAmt |
| PY Total Revenue | $20,963,626 | PYTotalRevenueAmt |
| CY Total Revenue | $157,132,392 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $44,067,843 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $115,000,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $12,144,951 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $26,815,636 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $542,316 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $12,466,483 | PYOtherExpensesAmt |
| CY Other Expenses | $30,592,388 | CYOtherExpensesAmt |
| PY Total Expenses | $68,679,277 | PYTotalExpensesAmt |
| CY Total Expenses | $172,408,024 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$47,715,651 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$15,275,632 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,754,575,141 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,998,285,855 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $296,515,132 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $301,748,613 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,458,060,009 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,696,537,242 | NetAssetsOrFundBalancesEOYAmt |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $115,000,000 | ExpenseAmt |
| Grant | $115,000,000 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | FINANCIAL SUPPORT - SRM MONITORS THE FINANCIAL NEEDS OF SIMR SO SIMR CAN CONDUCT ITS MEDICAL RESEARCH IN THE PUBLIC INTEREST AND MAKES CONTRIBUTIONS TO SIMR TO SUPPORT ITS MEDICAL RESEARCH ACTIVITIES. THE CONTRIBUTIONS ARE MADE AS DETERMINED BY SRM'S BOARD OF DIRECTORS AFTER REVIEW OF FINANCIAL INFORMATION, BUDGETS, STRATEGIES AND OTHER RELEVANT INFORMATION. SRM PROVIDED $93,000,000 TO SIMR, A RELATED 501(C)(3) ORGANIZATION, FOR ENDOWMENT SUPPORT AND $22,000,000 TO BIOMED VALLEY CORPORATION ("BVC"), A RELATED 501(C)(3) CORPORATION, FOR ENDOWMENT SUPPORT. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $40,450,210 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $40,450,210 | RevenueAmt |
| Desc | MANAGEMENT, ADMINISTRATIVE AND OPERATION SUPPORT SERVICES - SRM PROVIDES MANAGEMENT SUPPORT TO SIMR THAT INVOLVES ASSISTING IN PLANNING FOR THE STRATEGIC DIRECTION OF SIMR, OPERATIONAL PLANNING, AND THE DEVELOPMENT AND IMPLEMENTATION OF STRATEGIC BUSINESS PLANS AND BUDGETS. SRM ALSO PROVIDES ADDITIONAL ADMINISTRATIVE AND OPERATIONAL SUPPORT SERVICES TO SIMR AND GSSIMR THAT INCLUDES ACCOUNTING, FINANCE, HUMAN RESOURCES, INFORMATION TECHNOLOGY, AND OTHER SUPPORT ACTIVITIES, FOR WHICH SRM ALLOCATED COSTS TO SIMR IN THE AMOUNT OF $39,766,344 AS REPORTED ON PART VIII STATEMENT OF REVENUE LINE 2A, WITH RELATED INFORMATION ON SCHEDULE O. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $8,358,113 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | MANAGEMENT OF ENDOWMENT - SRM PARTICIPATES IN THE MANAGEMENT OF SIMR AND GSSIMR TO ENSURE THEIR FINANCIAL ABILITY TO CONTINUE IN PERPETUITY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $163,808,323 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (true) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 75 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 162 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (true) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KATY GRAHAM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8169264000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 EAST 50TH STREET | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64110 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (29 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| CHARLES GERMAN | |||||||||
| DIRECTOR/EVP/GENERAL COUNSEL | 40.0 | 9.0 | Yes (X) | Yes (X) | $1,110,953 | $0 | $79,359 | ||
| GEORGE L SATTERLEE | |||||||||
| DIRECTOR /EVP/HR | 40.0 | 2.0 | Yes (X) | Yes (X) | $494,387 | $0 | $81,376 | ||
| JONATHAN THOMAS | |||||||||
| DIR/VICE CHAIR | 2.0 | 4.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| RICHARD W BROWN | |||||||||
| DIRECTOR/CHAIR/PRES/CEO | 40.0 | 9.0 | Yes (X) | Yes (X) | $2,963,544 | $0 | $83,699 | ||
| ALBERZINE FREEMAN | |||||||||
| DIRECTOR | 2.0 | 4.0 | Yes (X) | $0 | $0 | $0 | |||
| ALEJANDRO SNCHEZ ALVARADO | |||||||||
| DIRECTOR | 2.0 | 42.0 | Yes (X) | $0 | $1,031,058 | $691,736 | |||
| BRENT KREIDER | |||||||||
| DIRECTOR | 2.0 | 42.0 | Yes (X) | $0 | $750,108 | $98,179 | |||
| CICI ROJAS | |||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| CLIFFORD W ILLIG | |||||||||
| DIRECTOR | 2.0 | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| DAVID A WELTE | |||||||||
| DIRECTOR | 2.0 | 7.0 | Yes (X) | $0 | $0 | $0 | |||
| GINA KAISER | |||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JAMES E STOWERS III | |||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JOHN BLUFORD | |||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JULIE WILSON | |||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| KAUSIK SI | |||||||||
| DIRECTOR | 2.0 | 40.0 | Yes (X) | $0 | $734,910 | $167,325 | |||
| MAURICE WATSON | |||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| PAM LOKKEN | |||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| EVELYN TRAVNIK | |||||||||
| VP/CIO | 40.0 | 0.0 | Yes (X) | $14,222 | $0 | $3,951 | |||
| JENNIFER H PAWLOSKY | |||||||||
| CHIEF OF STAFF/VP OF COMM | 40.0 | 0.0 | Yes (X) | $472,097 | $0 | $86,079 | |||
| JOSELYN VERSCHELDEN | |||||||||
| VP/DEPUTY GEN COUNSEL | 40.0 | 0.0 | Yes (X) | $292,582 | $0 | $77,012 | |||
| KIM CHEE | |||||||||
| VP OF FINANCE | 40.0 | 0.0 | Yes (X) | $318,317 | $0 | $66,256 | |||
| PENNY M SPENCE | |||||||||
| EVP/CFO | 40.0 | 11.0 | Yes (X) | $715,752 | $0 | $73,207 | |||
| TONYEA INGLIS | |||||||||
| VP OF REGULATORY AFFAIRS | 40.0 | 0.0 | Yes (X) | $210,957 | $0 | $63,943 | |||
| JESSICA WITT | |||||||||
| DIR OF IT | 40.0 | 0.0 | $244,298 | $0 | $59,332 | Yes (X) | |||
| KATY GRAHAM | |||||||||
| DIR OF ACCOUNTING | 40.0 | 0.0 | $173,197 | $0 | $39,417 | Yes (X) | |||
| PATRICK MITCHELL JR | |||||||||
| VP OF HR THRU 9/28/23 | 40.0 | 2.0 | $1,161,799 | $0 | $73,131 | Yes (X) | |||
| SHAUN PRICE | |||||||||
| DIR OF INFO SECURITY | 40.0 | 0.0 | $167,133 | $0 | $52,075 | Yes (X) | |||
| TIMOTHY J GEARY | |||||||||
| DIR OF OPS AND SERVICES | 40.0 | 0.0 | $272,494 | $0 | $68,535 | Yes (X) | |||
| MICHAEL NEWHOUSE | |||||||||
| FORMER DIR OF IT OPS | 0.0 | 0.0 | $256,250 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $8,867,982 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $2,516,076 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,864,612 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 40 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| AMERICAN CENTURY INVESTMENT | |||||
| 4500 MAIN STREET | KANSAS CITY | MO | 64111 | INDIRECT - SEE SCHEDULE O | $1,311,917 |
| MIDWEST CONTRACT SERVICES | |||||
| 4741 CENTRAL STREET | KANSAS CITY | MO | 64112 | CLEANING & MAINTENANCE | $938,160 |
| BRYAN CAVE LEIGHTON PAISNER LLP | |||||
| PO BOX 503089 | ST LOUIS | MO | 63150 | LEGAL SERVICES | $901,906 |
| FORVIS LLP | |||||
| PO BOX 200870 | DALLAS | TX | 75320 | AUDIT & TAX SERVICES | $412,322 |
| Maggio & Katter PC | |||||
| 1800 Massachussets Ave NW Ste 300 | Washington | DC | 20036 | Legal Services | $366,595 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 25 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $0 | FundraisingAmt |
| Related Organizations | $0 | RelatedOrganizationsAmt |
| Government Grants | $0 | GovernmentGrantsAmt |
| All Other Contributions | $2,060,375 | AllOtherContributionsAmt |
| Noncash Contributions | $940,995 | NoncashContributionsAmt |
| Total Contributions | $2,060,375 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| REIMB. FROM SIMR, RELATED 501(C)(3) | 900099 | $39,766,344 | $39,766,344 | $0 | $0 |
| REIMB. FROM BVD, RELATED C CORP | 900099 | $630,713 | $630,713 | $0 | $0 |
| REIMB. FROM GSSIMR, RELATED 501(C)(3) | 900099 | $28,919 | $28,919 | $0 | $0 |
| REIMB. FROM SPI, RELATED 501(C)(4) | 900099 | $24,234 | $24,234 | $0 | $0 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $40,450,210 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $117,664,240 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $117,664,240 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $26,354 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $26,354 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $26,354 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $26,354 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $99,725,318 | SecuritiesAmt |
| Other | $7,465 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $102,790,318 | SecuritiesAmt |
| Other | $15,435 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$3,065,000 | SecuritiesAmt |
| Other | -$7,970 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$3,072,970 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$3,072,970 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISSOURI TIMELY FILING DISCOUNT | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $4,183 | TotalRevenueColumnAmt |
| Exclusion | $4,183 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $4,183 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $157,132,392 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $40,450,210 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $114,621,807 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,000,000 | TotalAmt |
| Program Services | $115,000,000 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,221,774 | TotalAmt |
| Program Services | $6,499,597 | ProgramServicesAmt |
| Management And General | $649,960 | ManagementAndGeneralAmt |
| Fundraising | $72,217 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,093,333 | TotalAmt |
| Program Services | $12,684,000 | ProgramServicesAmt |
| Management And General | $1,268,400 | ManagementAndGeneralAmt |
| Fundraising | $140,933 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,769,369 | TotalAmt |
| Program Services | $1,592,432 | ProgramServicesAmt |
| Management And General | $159,243 | ManagementAndGeneralAmt |
| Fundraising | $17,694 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,632,438 | TotalAmt |
| Program Services | $2,369,194 | ProgramServicesAmt |
| Management And General | $236,919 | ManagementAndGeneralAmt |
| Fundraising | $26,325 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,098,722 | TotalAmt |
| Program Services | $988,850 | ProgramServicesAmt |
| Management And General | $98,885 | ManagementAndGeneralAmt |
| Fundraising | $10,987 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,487,248 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $1,487,248 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $297,149 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $297,149 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,392,157 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $1,392,157 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,616,178 | TotalAmt |
| Program Services | $2,354,560 | ProgramServicesAmt |
| Management And General | $235,456 | ManagementAndGeneralAmt |
| Fundraising | $26,162 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,913 | TotalAmt |
| Program Services | $40,422 | ProgramServicesAmt |
| Management And General | $4,042 | ManagementAndGeneralAmt |
| Fundraising | $449 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $332,841 | TotalAmt |
| Program Services | $299,557 | ProgramServicesAmt |
| Management And General | $29,956 | ManagementAndGeneralAmt |
| Fundraising | $3,328 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $622,856 | TotalAmt |
| Program Services | $560,570 | ProgramServicesAmt |
| Management And General | $56,057 | ManagementAndGeneralAmt |
| Fundraising | $6,229 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,025,326 | TotalAmt |
| Program Services | $3,622,793 | ProgramServicesAmt |
| Management And General | $362,279 | ManagementAndGeneralAmt |
| Fundraising | $40,254 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,868 | TotalAmt |
| Program Services | $109,681 | ProgramServicesAmt |
| Management And General | $10,968 | ManagementAndGeneralAmt |
| Fundraising | $1,219 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $274,138 | TotalAmt |
| Program Services | $246,724 | ProgramServicesAmt |
| Management And General | $24,672 | ManagementAndGeneralAmt |
| Fundraising | $2,742 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,870,645 | TotalAmt |
| Program Services | $8,883,581 | ProgramServicesAmt |
| Management And General | $888,358 | ManagementAndGeneralAmt |
| Fundraising | $98,706 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,775,800 | TotalAmt |
| Program Services | $1,598,220 | ProgramServicesAmt |
| Management And General | $159,822 | ManagementAndGeneralAmt |
| Fundraising | $17,758 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $509,987 | TotalAmt |
| Program Services | $458,988 | ProgramServicesAmt |
| Management And General | $45,899 | ManagementAndGeneralAmt |
| Fundraising | $5,100 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MAINTENANCE EXPENSES | $4,697,241 | $4,227,517 | $422,752 | $46,972 |
| OPERATION SUPPLIES | $920,638 | $828,574 | $82,857 | $9,207 |
| DUES & MEMBERSHIPS | $525,625 | $473,063 | $47,306 | $5,256 |
| SEC. 4960 EXCISE TAX | $283,610 | $255,249 | $25,525 | $2,836 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $794,168 | TotalAmt |
| Program Services | $714,751 | ProgramServicesAmt |
| Management And General | $71,475 | ManagementAndGeneralAmt |
| Fundraising | $7,942 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $172,408,024 | TotalAmt |
| Program Services | $163,808,323 | ProgramServicesAmt |
| Management And General | $8,057,385 | ManagementAndGeneralAmt |
| Fundraising | $542,316 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $572,671 | BOYAmt |
| EOY | $382,251 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,274,639 | BOYAmt |
| EOY | $2,335,972 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $19,279,557 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $16,888,846 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,768,265 | BOYAmt |
| EOY | $2,390,711 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $517,106,372 | BOYAmt |
| EOY | $520,823,170 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,216,690,639 | BOYAmt |
| EOY | $1,464,816,380 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,162,555 | BOYAmt |
| EOY | $7,537,371 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,754,575,141 | BOYAmt |
| EOY | $1,998,285,855 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,139,667 | BOYAmt |
| EOY | $9,770,823 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $290,000,000 | BOYAmt |
| EOY | $290,000,000 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $375,465 | BOYAmt |
| EOY | $1,977,790 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $296,515,132 | BOYAmt |
| EOY | $301,748,613 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,456,190,198 | BOYAmt |
| EOY | $1,694,245,867 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,869,811 | BOYAmt |
| EOY | $2,291,375 | EOYAmt |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,458,060,009 | BOYAmt |
| EOY | $1,696,537,242 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,754,575,141 | BOYAmt |
| EOY | $1,998,285,855 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$15,275,632 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $252,780,865 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $972,000 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| IRS Written Determination | Yes (X) | IRSWrittenDeterminationInd |
| Supported Organizations | 2 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (2 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| STOWERS INSTITUTE FOR MEDICAL RESEARCH | ||||
| 202993509 | 4 | Yes (true) | $93,000,000 | $0 |
| THE GRADUATE SCHOOL OF THE STOWERS INST FOR MEDICAL RESEARCH | ||||
| 464588696 | 2 | Yes (true) | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 2 | SupportedOrganizationsTotalCnt |
| Support Sum | $93,000,000 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (true) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | false | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | false | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | false | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | false | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | false | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | false | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | false | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | false | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | false | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | false | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | false | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (true) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | false | OperateBenefitNonSuprtOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part I, Line 12g(vi) AMOUNT OF OTHER SUPPORT | FormAndLineReferenceDesc |
| Explanation | SRM PROVIDES A WIDE-RANGE OF SERVICES AND SUPPORT TO SIMR AND GSSIMR AS EXPLAINED IN FORM 990 PART III PROGRAM SERVICES, LINES 4B AND 4C. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,869,811 | BeginningYearBalanceAmt |
| Contributions | $981,400 | ContributionsAmt |
| Investment Earnings Or Losses | $352,956 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $912,792 | OtherExpendituresAmt |
| End Year Balance | $2,291,375 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,628,930 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $164,228 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $923,347 | OtherExpendituresAmt |
| End Year Balance | $1,869,811 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,101,401 | BeginningYearBalanceAmt |
| Contributions | $850,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$363,484 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $958,987 | OtherExpendituresAmt |
| End Year Balance | $2,628,930 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,960,161 | BeginningYearBalanceAmt |
| Contributions | $940,000 | ContributionsAmt |
| Investment Earnings Or Losses | $273,536 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,072,296 | OtherExpendituresAmt |
| End Year Balance | $3,101,401 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,762,282 | BeginningYearBalanceAmt |
| Contributions | $849,000 | ContributionsAmt |
| Investment Earnings Or Losses | $295,213 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $946,334 | OtherExpendituresAmt |
| End Year Balance | $2,960,161 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.0 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.6362 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.3638 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $53,290 | OtherCostOrOtherBasisAmt |
| Depreciation | $43,922 | DepreciationAmt |
| Book Value | $9,368 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $19,226,267 | OtherCostOrOtherBasisAmt |
| Depreciation | $16,844,924 | DepreciationAmt |
| Book Value | $2,381,343 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,390,711 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AMERICAN CENTURY CLASS A SHARES | Desc |
| Book Value | $1,464,816,380 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $1,464,816,380 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| COMPENSATION EXCISE TAX | $415,238 |
| OPERATING LEASE LIABILITY | $1,552,552 |
| OTHER LONG-TERM LIABILITY | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,977,790 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part V, Line 4 Intended uses of endowment funds | THE PERMANENT RESTRICTED ENDOWMENT, INVESTED IN PERPETUITY, PROVIDES A SOURCE OF INCOME TO FUND THE "PRISCILLA WOOD NEAVES ENDOWED CHAIR IN BIOMEDICAL SCIENCE" AT THE STOWERS INSTITUTE. THE EARNINGS FROM THE ENDOWMENT WILL BE DISTRIBUTED, ACCORDING TO THE TERMS OF THE RESTRICTED GIFT, TO THE CURRENT HOLDER OF THE CHAIR TO BE USED IN THEIR PURSUIT OF INNOVATIVE RESEARCH. THE TEMPORARILY RESTRICTED ENDOWMENT(S) PROVIDE FUNDING FOR CERTAIN SCIENCE AND OTHER ACTIVITIES AT THE STOWERS INSTITUTE ACCORDING TO THE TERMS OF THE GIFT(S). |
| Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | FIN 48 FINANCIAL STATEMENT FOOTNOTE FROM THE CONSOLIDATED STATEMENTS OF STOWERS INSTITUTE FOR MEDICAL RESEARCH ("THE INSTITUTE"), OF WHICH STOWERS RESOURCE MANAGEMENT, INC. IS A SUPPORTING ORGANIZATION, IS AS FOLLOWS: THE INSTITUTE RECOGNIZED THE EFFECT OF INCOME TAX POSITION ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. RECOGNIZED INCOME TAX POSITIONS ARE MEASURED AT THE LARGEST AMOUNT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|
| STOWERS INSTITUTE FOR MEDICAL RESEARCH | |||||||||
| 1000 E 50TH STREET | KANSAS CITY | MO | 64110 | 202993509 | 501(C)(3) | $93,000,000 | FMV | FIXED INC SECURITIES | SEE PART IV |
| BIOMED VALLEY CORPORATION | |||||||||
| 1000 E 50TH STREET | KANSAS CITY | MO | 64110 | 743238244 | 501(C)(3) | $22,000,000 | FMV | FIXED INC SECURITIES | SEE PART IV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule I, Part II, Line 1 (H) PURPOSE OF GRANT ASSISTANCE | FINANCIAL SUPPORT TO ASSIST WITH SUPPORTED ORGANIZATION'S SCIENTIFIC DISCOVERIES. |
| Schedule I, Part II, Line 2 (H) PURPOSE OF GRANT ASSISTANCE | FINANCIAL SUPPORT TO ASSIST WITH BVC'S EXEMPT PURPOSE TO SUPPORT, BENEFIT, AND CARRY OUT THE PURPOSES OF ITS SUPPORTED ORGANIZATION, SIMR. |
| Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. | SRM'S PURPOSE IS TO SUPPORT THE ACTIVITIES OF SIMR, WHICH CONDUCTS BASIC CELL AND MOLECULAR BIOLOGY RESEARCH. BESIDES GIVING FINANCIAL SUPPORT TO SIMR, SRM ALSO HELPS MANAGE SIMR'S ENDOWMENT, PROVIDES MANAGEMENT SUPPORT AND FUNDRAISES FOR ITS BENEFIT. THE MANAGEMENT SUPPORT INVOLVES ASSISTING IN PLANNING FOR THE STRATEGIC DIRECTION OF SIMR, OPERATIONAL PLANNING, DEVELOPMENT AND IMPLEMENTATION OF STRATEGIC BUSINESS PLANS, INCLUDING FINANCE, LEGAL, HUMAN RESOURCES AND OTHER CORPORATE FUNCTIONS. THE CONTRIBUTIONS, GRANTS AND INCOME FROM SRM'S ENDOWMENT ARE USED TO SUPPORT THE EXEMPT ACTIVITIES OF SIMR. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (17 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RICHARD W BROWN | ||||||||||||||
| DIRECTOR/CHAIR/PRES/CEO | $2,909,231 | $0 | $0 | $0 | $54,313 | $0 | $49,500 | $0 | $34,199 | $0 | $3,047,243 | $0 | $0 | $0 |
| CHARLES GERMAN | ||||||||||||||
| DIRECTOR/EVP/GENERAL COUNSEL | $1,091,685 | $0 | $0 | $0 | $19,268 | $0 | $49,500 | $0 | $29,859 | $0 | $1,190,312 | $0 | $0 | $0 |
| GEORGE L SATTERLEE | ||||||||||||||
| DIRECTOR /EVP/HR | $490,823 | $0 | $0 | $0 | $3,564 | $0 | $49,500 | $0 | $31,876 | $0 | $575,763 | $0 | $0 | $0 |
| BRENT KREIDER | ||||||||||||||
| DIRECTOR | $0 | $737,128 | $0 | $0 | $0 | $12,980 | $0 | $60,040 | $0 | $38,139 | $0 | $848,287 | $0 | $0 |
| ALEJANDRO SNCHEZ ALVARADO | ||||||||||||||
| DIRECTOR | $0 | $994,654 | $0 | $0 | $0 | $36,404 | $0 | $632,833 | $0 | $58,903 | $0 | $1,722,794 | $0 | $0 |
| KAUSIK SI | ||||||||||||||
| DIRECTOR | $0 | $732,588 | $0 | $0 | $0 | $2,322 | $0 | $132,833 | $0 | $34,492 | $0 | $902,235 | $0 | $0 |
| PENNY M SPENCE | ||||||||||||||
| EVP/CFO | $714,942 | $0 | $0 | $0 | $810 | $0 | $49,500 | $0 | $23,707 | $0 | $788,959 | $0 | $0 | $0 |
| KIM CHEE | ||||||||||||||
| VP OF FINANCE | $315,994 | $0 | $0 | $0 | $2,323 | $0 | $47,573 | $0 | $18,683 | $0 | $384,573 | $0 | $0 | $0 |
| TONYEA INGLIS | ||||||||||||||
| VP OF REGULATORY AFFAIRS | $209,899 | $0 | $0 | $0 | $1,058 | $0 | $32,439 | $0 | $31,504 | $0 | $274,900 | $0 | $0 | $0 |
| JENNIFER H PAWLOSKY | ||||||||||||||
| CHIEF OF STAFF/VP OF COMM | $461,358 | $0 | $0 | $0 | $10,739 | $0 | $49,500 | $0 | $36,579 | $0 | $558,176 | $0 | $0 | $0 |
| JOSELYN VERSCHELDEN | ||||||||||||||
| VP/DEPUTY GEN COUNSEL | $291,772 | $0 | $0 | $0 | $810 | $0 | $44,600 | $0 | $32,412 | $0 | $369,594 | $0 | $0 | $0 |
| MICHAEL NEWHOUSE | ||||||||||||||
| FORMER DIR OF IT OPS | $0 | $0 | $0 | $0 | $256,250 | $0 | $0 | $0 | $0 | $0 | $256,250 | $0 | $0 | $0 |
| PATRICK MITCHELL JR | ||||||||||||||
| VP OF HR THRU 9/28/23 | $305,058 | $0 | $0 | $0 | $856,741 | $0 | $46,432 | $0 | $26,699 | $0 | $1,234,930 | $0 | $0 | $0 |
| TIMOTHY J GEARY | ||||||||||||||
| DIR OF OPS AND SERVICES | $268,930 | $0 | $0 | $0 | $3,564 | $0 | $41,149 | $0 | $27,386 | $0 | $341,029 | $0 | $0 | $0 |
| JESSICA WITT | ||||||||||||||
| DIR OF IT | $243,759 | $0 | $0 | $0 | $539 | $0 | $37,534 | $0 | $21,798 | $0 | $303,630 | $0 | $0 | $0 |
| SHAUN PRICE | ||||||||||||||
| DIR OF INFO SECURITY | $166,785 | $0 | $0 | $0 | $348 | $0 | $25,460 | $0 | $26,615 | $0 | $219,208 | $0 | $0 | $0 |
| KATY GRAHAM | ||||||||||||||
| DIR OF ACCOUNTING | $172,657 | $0 | $0 | $0 | $540 | $0 | $26,164 | $0 | $13,253 | $0 | $212,614 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a COMPENSATION | SRM HAS A WRITTEN EMPLOYMENT CONTRACT WITH RICHARD W. BROWN (PRESIDENT/CEO), WHICH PROVISIONS INCLUDE PAYMENT OF SOCIAL CLUB DUES AND PERSONAL USE OF AN AUTOMOBILE. SRM HAS A WRITTEN EMPLOYMENT AGREEMENT WITH CHARLES GERMAN (EVP/GENERAL COUNSEL), WHICH PROVISIONS INCLUDE REIMBURSEMENT FOR PROFESSIONAL AND SOCIAL CLUB DUES. SRM'S OFFER LETTER TO JENNIFER PAWLOSKY (COS/VP OF COMMUNICATIONS), WHICH PROVISIONS INCLUDE PAYMENT OF SOCIAL CLUB DUES. ALL TAXABLE BENEFITS ARE TREATED AS COMPENSATION TO THE RECIPIENTS. |
| Schedule J, Part I, Line 1b WRITTEN REIMBURSEMENT POLICY | SRM provided the benefits described in response to line 1a pursuant to written employment contracts or offer letters that were approved by SRM's board-level committees and governing board. SEE RESPONSE TO FORM 990, PART VI, SECTION B, LINE 15 FOR ADDITIONAL PROCESSES RELATED TO DETERMINING SALARY AND BENEFITS FOR OFFICERS. |
| Schedule J, Part I, Line 4a SEVERANCE PAYMENT - PATRICK MITCHELL | SRM entered into a Separation Agreement and General Release with former employee Patrick Mitchell on October 4, 2023. Mr. Mitchell's employment with SRM ended on September 28, 2023. Under the Agreement, SRM paid Mr. Mitchell a one-time lump sum severance equal to 24 months' salary plus 12 months' equivalent retirement plan funding of $817,574.00 (less taxes and withholding). In addition, SRM agreed to provide up to $2,400.00/month COBRA reimbursement for 12 months, plus optional Career Transition Services up to $9,000.00, plus Executive Career Coaching Services up to $30,000.00. The Agreement provided SRM a standard full and general release and covenant not to sue. The Agreement further provided that Mr. Mitchell would return all SRM property, and the parties agreed to Confidentiality and mutual Non-Disparagement. |
| Schedule J, Part I, Line 4a SEVERANCE PAYMENT - MICHAEL NEWHOUSE | SRM ENTERED A SEVERANCE COMPENSATION AGREEMENT AS OF AUGUST 15, 2022 WITH MICHAEL NEWHOUSE. UNDER THE AGREEMENT, MR. NEWHOUSE WAS PAID $363,020.83 (LESS TAXES AND WITHHOLDING) IN SEVERANCE AS PAYROLL. THE FIRST INSTALLMENT IN THE AMOUNT OF $106,770.83 WAS PAID ON SEPTEMBER 2, 2022. THE SECOND INSTALLMENT IN THE AMOUNT OF $256,250.00 WAS PAID ON JANUARY 6, 2023. THE AGREEMENT ALSO PROVIDED COBRA REIMBURSEMENT UP TO $2,400.00 PER MONTH FOR TWELVE (12) MONTHS FOLLOWING THE SEPARATION DATE. THE TERMS AND CONDITIONS OF THE AGREEMENT REQUIRED THE RETURN OF ALL PROPERTY. THE AGREEMENT ALSO INCLUDED STANDARD RELEASES, AND IMPOSED CONFIDENTIALITY AND NON-DISPARAGEMENT OBLIGATIONS ON MR. NEWHOUSE. |
| Schedule J, Part I, Line 4b SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN | THE FOLLOWING PERSONS WITH RESPECT TO A RELATED ORGANZATION, STOWERS INSTITUTE FOR MEDICAL RESEARCH (SIMR), PARTICIPATED IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN: ALEJANDRO SANCHEZ ALVARADO - ACCRUAL OF $583,333 AND $0 DISTRIBUTION. KAUSIK SI - ACCRUAL OF $83,333 AND $0 DISTRIBUTION. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| HEALTH & ED FACILITIES AUTHORITY OF MO | ||||||||
| A | 431178966 | 60635HS34 | 2015-03-31 | $75,000,000 | SEE PART VI | false | false | false |
| HEALTH & ED FACILITIES AUTHORITY OF MO | ||||||||
| B | 431178966 | 60635HS42 | 2015-03-31 | $75,000,000 | SEE PART VI | false | false | false |
| HEALTH & ED FACILITIES AUTHORITY OF MO | ||||||||
| C | 431178966 | 60635HS59 | 2015-03-31 | $75,000,000 | SEE PART VI | false | false | false |
| HEALTH & ED FACILITIES AUTHORITY OF MO | ||||||||
| D | 431178966 | 60635HS67 | 2015-03-31 | $65,000,000 | SEE PART VI | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | In Reserve FundInReserveFundAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|
| A | $75,000,000 | $75,000,000 | 2000 | false | Yes (true) | Yes (true) | Yes (true) |
| B | $75,000,000 | $75,000,000 | 2000 | false | Yes (true) | Yes (true) | Yes (true) |
| C | $75,000,000 | $75,000,000 | 2000 | false | Yes (true) | Yes (true) | Yes (true) |
| D | $65,000,000 | $65,000,000 | 2000 | false | Yes (true) | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Total Private Business UseTotalPrivateBusinessUsePct |
|---|---|
| A | 0.0 |
| B | 0.0 |
| C | 0.0 |
| D | 0.0 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Exception To RebateExceptionToRebateInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|
| A | false | Yes (true) | false | false | false | false | Yes (true) |
| B | false | Yes (true) | false | false | false | false | Yes (true) |
| C | false | Yes (true) | false | false | false | false | Yes (true) |
| D | false | Yes (true) | false | false | false | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule K, Part I BOND ISSUES | $290,000,000 BOND ISSUE IN AGGREGATE CONSISTING OF $75,000,000 OF SERIES 2015A BONDS, $75,000,000 OF SERIES 2015B BONDS, $75,000,000 OF SERIES 2015C BONDS, AND $65,000,000 OF SERIES 2015D BONDS. |
| Schedule K, Part I COLUMN F FOR LINES A, B, C AND D - DESCRIPTION OF PURPOSE | SRM AND STOWERS INSTITUTE FOR MEDICAL RESEARCH ("SIMR") ARE THE TWO MEMBERS OF AN OBLIGATED BOND GROUP FOR THESE TAX-EXEMPT BONDS; SRM IS A SUPPORTING ORGANIZATION OF SIMR AS DESCRIBED IN SRM'S MISSION STATEMENT AND REPORTED ON SCHEDULE R. THE BONDS WERE ISSUED TO REFUND $215,000,000 OF BONDS ISSUED IN 2000 AND $75,000,000 OF BONDS ISSUED IN 2002. THE 2000 BOND SERIES WAS ORIGINALLY ISSUED FOR THE PURPOSE OF PURCHASING AN EXISTING MEDICAL CENTER AND SURROUNDING BUILDINGS, STRIPPING THE STRUCTURES TO THEIR INFRASTRUCTURE AND RECONSTRUCTING A STATE OF THE ART MEDICAL RESEARCH FACILITY FOR SIMR. THE 2002 BOND SERIES WAS ORIGINALLY ISSUED FOR THE PURPOSE OF INTERIOR FINISH, FURNISHING, AND EQUIPPING OF THE SHELL FOR THE STRUCTURES BUILT WITH THE EARLIER 2000 BONDS. |
| Schedule K, Part II, Line 11 PROCEEDS, OTHER SPENT PROCEEDS | AGGREGRATE 2015ABCD BOND ISSUE OF $290,000,000 WAS ISSUED TO REFUND $215,000,000 BOND SERIES ISSUED IN 2000 AND $75,000,000 BOND SERIES ISSUED IN 2002. |
| Schedule K, Part II, Line 15 PROCEEDS, REFUNDING ISSUE OF TAXABLE BONDS | AGGREGRATE 2015ABCD BOND ISSUE OF $290,000,000 WAS ISSUED TO REFUND $215,000,000 BOND SERIES ISSUED IN 2000 AND $75,000,000 BOND SERIES ISSUED IN 2002. |
| Schedule K, Part IV, Line 2b ARBITRAGE, EXCEPTION TO REBATE | THE BOND PROCEEDS WERE USED TO REFUND AND REDEEM THE REFUNDED BONDS ON THE ISSUE DATE. IN ADDITION, THE INSTITUTE REASONABLY EXPECTS THAT THE DEBT SERVICE FUND WILL QUALIFY AS A BONA FIDE DEBT SERVICE FUND IN EVERY BOND YEAR. BASED ON THESE EXPECTATIONS AND CERTIFICATIONS, BOND COUNSEL HAS ADVISED THE AUTHORITY AND THE INSTITUTE THAT NO ARBITRAGE REBATE OR YIELD RESTRICTIONS WILL BE REQUIRED FOR THE BONDS. |
Schedule M IRS990ScheduleM
Securities Closely Held Stock SecuritiesCloselyHeldStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $940,995 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Other - FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule M, Part I COLUMN B - NUMBER OF CONTRIBUTIONS | FormAndLineReferenceDesc |
| Explanation | THE AMOUNTS SHOWN IN PART I, COLUMN (B) FOR "NUMBER OF CONTRIBUTIONS" REPRESENTS THE TOTAL NUMBER OF CONTRIBUTIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (13 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 1 ORGANIZATION'S MISSION | THE STOWERS RESOURCE MANAGEMENT INC. ("SRM") OPERATES EXCLUSIVELY WITHIN THE MEANING OF CODE SECTIONS 501(C)(3) AND 509(A)(3). SRM'S CHARITABLE PURPOSE IS TO SUPPORT, BENEFIT, AND CARRY OUT THE PURPOSES OF ITS SUPPORTED ORGANIZATIONS. SRM CURRENTLY SUPPORTS STOWERS INSTITUTE FOR MEDICAL RESEARCH ("SIMR") AND THE GRADUATE SCHOOL OF THE STOWERS INSTITUTE FOR MEDICAL RESEARCH ("GSSIMR"). SIMR IS A TAX EXEMPT ORGANIZATION DESCRIBED IN SECTION 501(C)(3), AND PUBLIC CHARITY DESCRIBED IN SECTIONS 509(A)(1) AND 170(B)(1)(A)(III). SIMR IS ACTIVELY ENGAGED IN SCIENTIFIC RESEARCH IN THE PUBLIC INTEREST. GSSIMR IS A TAX EXEMPT ORGANIZATION DESCRIBED IN SECTION 501(C)(3), A PUBLIC CHARITY DESCRIBED IN SECTION 509(A)(1) AND FURTHER DESCRIBED AS AN EDUCATIONAL ORGANIZATION IN 170(B)(1)(A)(II). GSSIMR PROVIDES GRADUATE EDUCATION RELATING TO MEDICAL OR SCIENTIFIC RESEARCH WITH AN EMPHASIS ON INNOVATIVE RESEARCH TECHNIQUES IN THE BIOLOGICAL SCIENCES. SRM HELPS MANAGE SIMR'S ENDOWMENT, PROVIDES MANAGEMENT SUPPORT, AND FUNDRAISES FOR SIMR'S BENEFIT. THE MANAGEMENT SUPPORT INVOLVES ASSISTING IN PLANNING FOR THE STRATEGIC DIRECTION OF SIMR, OPERATIONAL PLANNING, DEVELOPMENT, AND IMPLEMENTATION OF STRATEGIC BUSINESS PLANS AND BUDGETS. SRM ALSO PROVIDES ADDITIONAL ADMINISTRATIVE AND OPERATIONAL SUPPORT SERVICES TO SIMR AND GSSIMR THAT INCLUDES ACCOUNTING, FINANCE, HUMAN RESOURCES, INFORMATION TECHNOLOGY AND OTHER CORPORATE SUPPORT FUNCTIONS. THE CONTRIBUTIONS, GRANTS, AND INCOME FROM SRM'S ENDOWMENT ARE USED TO SUPPORT THE EXEMPT ACTIVITIES OF SIMR. |
| Form 990, Part VI, Line 2 BUSINESS RELATIONSHIPS | RICHARD W. BROWN, DAVID A. WELTE, ALEJANDRO SANCHEZ ALVARADO, JONATHAN THOMAS, GINA KAISER, ALBERZINE FREEMAN, CHARLES GERMAN AND BRENT KREIDER, ALL DIRECTORS OF SRM, HAVE A BUSINESS RELATIONSHIP. CLIFFORD W. ILLIG, JONATHAN THOMAS, ALBERZINE FREEMAN, BRENT KREIDER, RICHARD W. BROWN AND CHARLES GERMAN, DIRECTORS OF SRM, AND PENNY M. SPENCE, OFFICER OF SRM, HAVE A BUSINESS RELATIONSHIP. BRENT KREIDER, KAUSIK SI, AND ALEJANDRO SANCHEZ ALVARADO, DIRECTORS OF SRM, HAVE A BUSINESS RELATIONSHIP. |
| Form 990, Part VI, Line 15a & 15B - REASONABLENESS OF COMPENSATION | THE PROCESS FOR DETERMINING THE REASONABLENESS OF THE COMPENSATION FOR SRM'S PRESIDENT, EXECUTIVE VICE-PRESIDENT/GENERAL COUNSEL, AND EXECUTIVE VICE-PRESIDENT/CFO INCLUDED RETAINING THE SERVICES OF A NATIONALLY KNOWN COMPENSATION CONSULTANT TO PROVIDE DATA AND ANALYSIS TO DETERMINE COMPARABLE SALARY AND BENEFITS FOR SIMILARLY QUALIFIED PERSONS IN COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. COMPENSATION FOR THE PRESIDENT AND EXECUTIVE VICE-PRESIDENT/GENERAL COUNSEL WAS DOCUMENTED IN EMPLOYMENT CONTRACTS WHICH WERE APPROVED BY THE GOVERNING BODY AS DOCUMENTED IN THE OFFICIAL MINUTES. THE LAST COMPLETED REVIEW PROCESS FOR SRM'S PRESIDENT WAS IN 2019. THE EXECUTIVE VICE-PRESIDENT/GENERAL COUNSEL REVIEW WAS COMPLETED IN 2020. THE EXECUTIVE VICE-PRESIDENT/CFO REVIEW WAS COMPLETED IN 2023. |
| Form 990, Part VI, Line 6 7A & 7B - SOLE MEMBER AND GOVERNANCE DECISIONS | SIMR IS SRM'S SOLE MEMBER AND ELECTS SRM'S BOARD OF DIRECTORS. SIMR ALSO HAS THE RIGHT TO REMOVE, WITH OR WITHOUT CAUSE, ONE OR MORE DIRECTORS. |
| Form 990, Part VI, Line 1a Delegate broad authority to a committee | THE BOARD HAS DELEGATED CERTAIN AUTHORITY TO AN EXECUTIVE COMMITTEE WHICH MAY EXERCISE DELEGATED POWERS AND AUTHORITY OF THE BOARD IN THE MANAGEMENT OF THE BUSINESS AND AFFAIRS OF SRM. THE MEMBERS OF THE EXECUTIVE COMMITTEE ALL SERVE ON THE BOARD. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | THE DATA AND INFORMATION NECESSARY TO PREPARE SRM'S FORM 990 IS COMPILED BY THE ACCOUNTING DEPARTMENT AND REVIEWED BY OUR TAX ATTORNEY AT BRYAN CAVE LEIGHTON PAISNER, LLP. FORVIS MAZARS, LLP, OUR EXTERNAL TAX PREPARERS, USES THIS INFORMATION TO PREPARE THE FORM 990. THE COMPLETED FORM 990, INCLUDING REQUIRED SCHEDULES, IS REVIEWED BY THE OFFICERS OF SRM BEFORE IT IS FILED WITH THE IRS. AFTER THE PREPARATION AND REVIEW PROCESS DETAILED ABOVE, THE FORM 990, INCLUDING REQUIRED SCHEDULES, IS PROVIDED TO EACH VOTING MEMBER OF SRM'S BOARD BEFORE IT IS FILED WITH THE IRS. |
| Form 990, Part VI, Line 12c Conflict of interest policy | SRM HAS ADOPTED A "CONFLICTS OF INTEREST AND DIRECTOR INDEPENDENCE POLICY". EACH DIRECTOR, OFFICER, AND OTHER PERSON WHO IS IN A POSITION TO EXERCISE SUBSTANTIAL INFLUENCE OVER DECISIONS OF SRM ARE REQUIRED TO ANNUALLY COMPLETE AND SIGN A DISCLOSURE STATEMENT. A COVERED PERSON MUST DISCLOSE THE EXISTENCE OF A POTENTIAL CONFLICT AND ALL MATERIAL FACTS TO THE GOVERNING BOARD AS SOON AS THE PERSON HAS KNOWLEDGE THAT A POTENTIAL CONFLICT MIGHT EXIST. PER THE POLICY, THE BOARD OF DIRECTORS OR GOVERNANCE COMMITTEE THEN REVIEWS THE DISCLOSURE TO DETERMINE WHETHER A CONFLICT EXISTS. AFTER THE COVERED PERSON MAKES THE RELEVANT DISCLOSURE, THEY ARE RECUSED AND MAY NOT PARTICIPATE IN THE DELIBERATIONS AND DECISIONS REGARDING THE TRANSACTION. SRM ALSO CONDUCTS PERIODIC AND ADHOC REVIEWS OF TRANSACTIONS AND AGREEMENTS TO ENSURE THAT IT DOES NOT ENGAGE IN ACTIVITIES THAT ARE NOT CONSISTENT WITH ITS TAX EXEMPT PURPOSE. |
| Form 990, Part VI, Line 19 Required documents available to the public | STOWERS RESOURCE MANAGEMENT INC'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| Form 990, Part VII, Section A COLUMN B - SERVICES FOR RELATED ORGANIZATION | RICHARD W. BROWN, GEORGE L. SATTERLEE, PENNY M. SPENCE, CHARLES GERMAN, KIM CHEE, TONYEA INGLIS, JENNIFER PAWLOSKY, EVELYN TRAVNIK, AND JOSELYN VERSCHELDEN, OFFICERS OF SRM, ALSO PERFORM SUPPORT SERVICES FOR ONE OR MORE OF THE RELATED ORGANIZATIONS DISCLOSED IN SCHEDULE R. THESE SERVICES ARE PERFORMED IN THEIR ROLE AS SRM EMPLOYEES AND SRM IS REIMBURSED BY THE RELATED ORGANIZATIONS. |
| Form 990, Part VII, Section B, Line 1 American Century Investments | SRM RECEIVES INVESTMENT MANAGEMENT SERVICES FROM AMERICAN CENTURY INVESTMENTS ("ACI"). ACI IS A WHOLLY OWNED SUBSIDIARY OF AMERICAN CENTURY COMPANIES, INC. ("ACCI"). IN SELECTING ACI TO MANAGE ITS LIQUID INVESTMENTS, SRM NOT ONLY SELECTED A HIGH-QUALITY MUTUAL FUND COMPANY WITH OUTSTANDING TRACK RECORD, BUT ALSO PLACED ITS LIQUID INVESTMENTS IN A COMPANY IN WHICH IT OWNS STOCK AND RECEIVES DIVIDENDS. SRM PAYS ACI THE SAME ADMINISTRATIVE FEES FOR THESE SERVICES AS ANY ARMS-LENGTH INVESTORS. |
| Form 990, Part VIII, Line 2a 2B, 2C, & 2D - PROGRAM SERVICE REVENUE | SRM RECEIVED EXPENSE REIMBURSEMENTS FROM RELATED PARTIES, AS DESCRIBED IN SCHEDULE R, FOR ADMINISTRATIVE SUPPORT SERVICES BY SRM. SRM ALLOCATED THE COSTS OF PROVIDING THESE SERVICES TO THE RELATED PARTIES. |
| Form 990, Part XI, Line 9 OTHER CHANGES IN NET ASSETS OR FUND BALANCES | NOTE 1: SRM RECEIVED PASS-THROUGH AMOUNTS FROM STOWERS REAL ESTATE HOLDING CORPORATION ("SREHC"). SRM IS THE TAX-EXEMPT PARENT OF SREHC. SREHC IS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(2) OF THE CODE, AND AS SUCH, SREHC REMITS THEIR NET INCOME AND MAKES OTHER TRANSFERS TO ITS TAX-EXEMPT PARENT, SRM. SRM RECEIVED $972,000 OF NET INCOME FROM SREHC. |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | EQUITY TRANSFERS FROM RELATED 501(C)(2) ORG (NOTE 1) - 972000; |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| STOWERS INSTITUTE FOR MEDICAL RESEARCH | |||||||||||
| 1000 EAST 50TH STREET | KANSAS CITY | MO | 64110 | 202993509 | MED RESEARCH | DE | 501(c)(3) | 4 | N/A | false | |
| STOWERS REAL ESTATE HOLDING CORPORATION | |||||||||||
| 1000 EAST 50TH STREET | KANSA CITY | MO | 64110 | 261472230 | TITLE HOLDING | DE | 501(c)(2) | Yes (true) | SRM | ||
| BIOMED VALLEY CORPORATION | |||||||||||
| 1000 EAST 50TH STREET | KANSAS CITY | MO | 64110 | 743238244 | SUPPORT ORG | DE | 501(c)(3) | Type I | Yes (true) | SIMR | |
| STOWERS SCIENTIFIC EDUCATION INSTITUTE | |||||||||||
| 1000 EAST 50TH STREET | KANSAS CITY | MO | 64110 | 205916445 | SUPPORT ORG | DE | 501(c)(3) | Type I | Yes (true) | SIMR | |
| STOWERS POLICY INSTITUTE INC | |||||||||||
| 1000 EAST 50TH STREET | KANSAS CITY | MO | 64110 | 203270502 | SEE PART VII | DE | 501(c)(4) | false | SIMR | ||
| THE GRADUATE SCHOOL OF SIMR | |||||||||||
| 1000 EAST 50TH STREET | KANSAS CITY | MO | 64110 | 464588696 | EDUCATION | MO | 501(c)(3) | 2 | Yes (true) | SIMR | |
| STOWERS INVESTMENT HOLDING CORPORATION | |||||||||||
| 1000 EAST 50TH STREET | KANSAS CITY | MO | 64110 | 920365628 | TITLE HOLDING | DE | 501(c)(2) | false | SRMSPI | ||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BIOMED VALLEY DISCOVERIES INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4435 MAIN ST SUITE 550 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061646533 | EIN |
| Primary Activities | SEE PART VII | PrimaryActivitiesTxt |
| Legal Domicile State | DE | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C Corporation | EntityTypeTxt |
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| BIOMED VALLEY CORPORATION | ||
| B | $22,000,000 | MARKET VALUE |
| BIOMED VALLEY DISCOVERIES | ||
| Q | $630,713 | SEE PART VII |
| STOWERS REAL ESTATE HOLDING CORPORATION | ||
| S | $972,000 | See Part VII |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule R, Part II, Column (b) PRIMARY ACTIVITY | STOWERS POLICY INSTITUTE INC'S ("SPI") PRIMARY ACTIVITY IS TO PROMOTE INNOVATIVE AND ETHICAL BIOMEDICAL RESEARCH, THERAPIES AND CURES, AND TO ADVOCATE FOR A POLITICAL, ECONOMIC AND SOCIAL ENVIRONMENT THAT ADVANCES, FACILITATES, AND PROTECTS THAT RESEARCH AND THOSE THERAPIES AND CURES. |
| Schedule R, Part IV, Column (b) PRIMARY ACTIVITY | BIOMED VALLEY DISCOVERIES, INC'S ("BVD") PRIMARY ACTIVITY IS THE DEVELOPMENT AND MARKETING OF SCIENTIFIC DISCOVERIES. BIOMED VALLEY CORPORATION ("BVC") IS THE 100% OWNER OF BVD STOCK. |
| Schedule R, Part V LINE 2 - TYPE Q - SERVICES TO RELATED ORGANIZATIONS | SRM PROVIDES RESOURCES AND SERVICES TO ITS RELATED ORGANIZATIONS DESCRIBED IN PART II AND PART IV AND IS REIMBURSED BY THE RELATED ORGANIZATIONS. |
| Schedule R, Part V LINE 2 - TYPE S - METHOD OF VALUATION | STOWERS REAL ESTATE HOLDING CORPORATION ("SREHC") IS A CONTROLLED ENTITY WITHIN THE MEANING OF 512(B)(13). SREHC IS A TAX EXEMPT ORGANIZATION UNDER 501(C)(2) OF THE CODE, AND AS SUCH, REMITS ITS NET INCOME AND MAKES OTHER TRANSFERS TO ITS TAX EXEMPT PARENT, SRM. SRM RECEIVED $972,000 OF NET INCOME FROM SREHC DURING THE PERIOD JULY 1, 2023 THROUGH JUNE 30, 2024. SREHC MADE NO SPECIFIED PAYMENTS TO SRM. |
| Schedule R, Part V LINE 2 - TYPE Q - METHOD OF VALUATION | SRM PROVIDES MANAGEMENT SUPPORT TO BVD THAT INVOLVES ASSISTING IN PLANNING FOR THE STRATEGIC DIRECTION OF BVD, OPERATIONAL PLANNING, AND THE DEVELOPMENT AND IMPLEMENTATION OF STRATEGIC BUSINESS PLANS AND BUDGETS. SRM ALSO PROVIDES ADDITIONAL ADMINISTRATIVE AND OPERATIONAL SUPPORT SERVICES TO BVD THAT INCLUDES ACCOUNTING, FINANCE, HUMAN RESOURCES, INFORMATION TECHNOLOGY, AND OTHER SUPPORT ACTIVITIES, FOR WHICH SRM ALLOCATED COSTS TO BVD IN THE AMOUNT OF $630,713 DURING THE PERIOD JULY 1, 2023 THROUGH JUNE 30, 2024 AS REPORTED ON PART VIII STATEMENT OF REVENUE LINE 2B. |
| Schedule R, Part V LINE 2 - TYPE B - CONTRIBUTION TO RELATED ORGANIZATION | SRM PROVIDED FINANCIAL SUPPORT TO BIOMED VALLEY CORPORATION ("BVC"), A SUPPORTING ORGANIZATION OF SIMR, TO BE USED BY BVC IN FURTHERANCE OF BVC'S EXEMPT PURPOSE. |