STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

BENAROYA RESEARCH INSTITUTE AT VIRGINIA MASON: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
BENAROYA RESEARCH INSTITUTE AT VIRGINIA MASON (EIN 91-0653422)
Tax period
2023-07-01 to 2024-06-30
Filed
2025-05-07
IRS object ID
202521279349302682
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-05-07T13:06:07-05:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

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Preparer Firm EIN470617373PreparerFirmEIN

Preparer Firm Name PreparerFirmName

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Business Name Line1COMMONSPIRIT HEALTHBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

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Address Line1198 INVERNESS DRIVE WESTAddressLine1Txt
CityENGLEWOODCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80112ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN910653422EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BENAROYA RESEARCH INSTITUTE AT VIRGINIABusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBENABusinessNameControlTxt
Phone2063426500PhoneNum

US Address USAddress

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Address Line11201 NINTH AVENUEAddressLine1Txt
CitySEATTLECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98101ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHAEL LABOSIERPersonNm
Person TitleTREASURERPersonTitleTxt
Phone2063426500PhoneNum
Signature2025-05-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonHEATHER ADKINSPreparerPersonNm
PTINP01725376PTIN
Phone3032989100PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJANE BUCKNER MDPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11201 NINTH AVENUEAddressLine1Txt
CitySEATTLECityNm
State AbbreviationWAStateAbbreviationCd
ZIP981012795ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$93,579,246GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressHTTP://WWW.BENAROYARESEARCH.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1956FormationYr
Legal Domicile StateWALegalDomicileStateCd
Activity Or MissionTO ADVANCE THE SCIENCE THAT WILL PREDICT, PREVENT, REVERSE, AND CURE DISEASES OF THE IMMUNE SYSTEM.ActivityOrMissionDesc
Voting Members Governing Body12VotingMembersGoverningBodyCnt
Voting Members Independent12VotingMembersIndependentCnt
Total Employee320TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$75,771,314PYContributionsGrantsAmt
CY Contributions Grants$87,693,245CYContributionsGrantsAmt
PY Program Service Revenue$5,702,614PYProgramServiceRevenueAmt
CY Program Service Revenue$4,770,955CYProgramServiceRevenueAmt
PY Investment Income$282,812PYInvestmentIncomeAmt
CY Investment Income$407,521CYInvestmentIncomeAmt
PY Other Revenue$708,503PYOtherRevenueAmt
CY Other Revenue$707,525CYOtherRevenueAmt
PY Total Revenue$82,465,243PYTotalRevenueAmt
CY Total Revenue$93,579,246CYTotalRevenueAmt
PY Grants And Similar Paid$31,762,808PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$37,832,305CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$34,326,207PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$34,729,212CYSalariesCompEmpBnftPaidAmt
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CY Other Expenses$14,954,605CYOtherExpensesAmt
PY Total Expenses$83,326,987PYTotalExpensesAmt
CY Total Expenses$87,516,122CYTotalExpensesAmt
PY Revenues Less Expenses-$861,744PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$6,063,124CYRevenuesLessExpensesAmt
Total Assets BOY$94,354,363TotalAssetsBOYAmt
Total Assets EOY$96,038,082TotalAssetsEOYAmt
Total Liabilities BOY$42,735,678TotalLiabilitiesBOYAmt
Total Liabilities EOY$40,329,397TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$51,618,685NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$55,708,685NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO ADVANCE THE SCIENCE THAT WILL PREDICT, PREVENT, REVERSE, AND CURE DISEASES OF THE IMMUNE SYSTEM SUCH AS AUTOIMMUNE DISEASE, ALLERGY, AND ASTHMA.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$53,492,397ExpenseAmt
Grant$36,122,063GrantAmt
Revenue$0RevenueAmt
DescINTERVENTIONAL IMMUNOLOGY AND ADVANCEMENTS OF THE IMMUNE TOLERANCE NETWORK (ITN) ARE HIGHLIGHTED BELOW:FUNDING FOR THE IMMUNE TOLERANCE NETWORK (ITN) WAS INITIALLY AWARDED TO DR. JERRY NEPOM AT BRI IN 2014 BY THE NATIONAL INSTITUTE OF ALLERGY AND INFECTIOUS DISEASES (NIAID) OF THE NATIONAL INSTITUTES OF HEALTH (NIH). IT WAS LATER RENEWED FOR A SECOND GRANT CYCLE IN 2021, PROVIDING APPROXIMATELY $27 MILLION ANNUALLY TO SUPPORT THE ITN. THIS RESEARCH CONSORTIUM, ESTABLISHED IN 1999, PRIMARILY FOCUSES ON DEVELOPING NEW TOLEROGENIC APPROACHES FOR TREATING AND PREVENTING DISEASES IN THREE CLINICAL AREAS: ASTHMA AND ALLERGIC DISEASES, AUTOIMMUNE DISEASES, AND IMMUNE-MEDIATED REJECTION OF TRANSPLANTED SOLID ORGANS, TISSUES, AND CELLS. BRI, AS THE PRIME RECIPIENT OF THIS GRANT, IS RESPONSIBLE FOR MANAGING THE OVERALL GRANT FROM NIAID, INCLUDING OVERSEEING ALL ASPECTS OF THE NETWORK'S INFRASTRUCTURE. AS OF 2022 FOLLOWING THE RETIREMENT OF DR. JERRY NEPOM, DR. JANE BUCKNER, PRESIDENT OF BRI, ASSUMED THE ROLE OF PRINCIPAL INVESTIGATOR OF THE ITN GRANT. DR. BUCKNER SERVES ON THE ITN STEERING COMMITTEE (NSC) AND THE ITN NETWORK EXECUTIVE COMMITTEE (NEC), AND PLAYED AN ACTIVE ROLE IN BOTH COMMITTEES AT OUR BIANNUAL IN-PERSON MEETINGS, PLAYING A CRITICAL ROLE IN TRACKING PROGRESS TOWARDS NETWORK GOALS AND DEVELOPING STRATEGIES TO MEET NETWORK OBJECTIVES.KEY OUTCOMES DURING THIS PERIOD INCLUDE:THE ITN CROSS-NETWORK INTEGRATION: SINCE 2014, THE ITN HAS EXCELLED WITH A STRONG FOCUS ON METICULOUS PLANNING AND COLLABORATION ACROSS THE ITN'S MAJOR CENTERS, LOCATED IN SEATTLE (BRI), SAN FRANCISCO (UNIVERSITY OF CALIFORNIA SAN FRANCISCO), DURHAM, NC (DUKE), BOSTON (BRIGHAM WOMEN'S HOSPITAL), ATLANTA (EMORY), AND ANN ARBOR (U OF MICHIGAN). THAT SUCCESSFUL COLLABORATION CONTINUED WITH THE FOLLOWING KEY OUTCOMES DURING THIS PERIOD:1. EFFECTIVE COLLABORATION WAS PARTICULARLY EVIDENT THIS PAST YEAR WITH THE PUBLICATION OF THE PRIMARY MANUSCRIPT FROM THE LEAP TRIO STUDY, THE SECOND FOLLOW-UP TO THE ITN'S GROUNDBREAKING LEAP STUDY, WHICH DEMONSTRATED THAT EARLY INTRODUCTION OF PEANUTS EFFECTIVELY HELPS PREVENT THE DEVELOPMENT OF PEANUT ALLERGY. THE FIRST FOLLOW-UP STUDY, LEAP-ON (2016), SHOWED THAT THIS PROTECTION PERSISTED EVEN AFTER A YEAR OF PEANUT AVOIDANCE (BETWEEN AGES 5 AND 6). NOW, DATA FROM THE LEAP TRIO STUDY, WHICH EXAMINED THE DURABILITY OF PEANUT TOLERANCE AT 144 MONTHS (AGE 12) AFTER YEARS OF AD LIBITUM PEANUT CONSUMPTION, DEMONSTRATE THAT TOLERANCE TO PEANUTS LASTS INTO ADOLESCENCE, IRRESPECTIVE OF SUBSEQUENT PEANUT CONSUMPTION. THESE FINDINGS HIGHLIGHT THAT LONG-TERM PREVENTION AND TOLERANCE IN FOOD ALLERGY CAN BE ACHIEVED.2. IN LINE WITH THE NIH DATA SHARING POLICY, THE ITN COORDINATING CENTER REVIEWED AND APPROVED 14 SAMPLE AND DATA SHARING REQUESTS THROUGH ITN TRIALSHARE, THE ITN'S DATA-SHARING PORTAL.3. OPERATIONS AND CLINICAL TRIAL SUPPORT: THE ITN COORDINATING CENTER AT BRI ISSUED OVER 275 SUBAWARDS DURING THIS REPORTING PERIOD TO SUPPORT 23 ACTIVE ITN CLINICAL TRIALS AND NUMEROUS SUPPORTING ITN MECHANISTIC TRIALS. DURING THIS REPORTING PERIOD, THE COORDINATING CENTER ALSO COMPLETED THE CONTRACTING COMPONENT FOR ONE OF THE TWO NIAID-SPONSORED COVID-19 CLINICAL TRIALS THEY HAD SUPPORTED AND FUNDED THROUGH ADMINISTRATIVE SUPPLEMENTS, WITH THE FINAL STUDY SET TO CONCLUDE IN Q3 2025.4. SUPPLEMENTAL FUNDING / PARTNERSHIPS: THE ITN COORDINATING CENTER CONTINUED TO FOCUS ON IDENTIFYING ADDITIONAL OPPORTUNITIES FOR SUPPLEMENTAL FUNDING AND FUNDING PARTNERSHIPS.A) SUPPLEMENTAL FUNDING: THE ITN COORDINATING CENTER AT BRI SUCCESSFULLY SUBMITTED ONE SUPPLEMENTAL FUNDING REQUEST IN 2023, WHICH WILL PROVIDE AN ADDITIONAL $1 MILLION PER YEAR THROUGH 2027. B) PARTNERSHIPS: THE ITN SUCCESSFULLY FULFILLED ITS PARTNERSHIP WITH A PHARMACEUTICAL COMPANY FOR PARTIAL FUNDING FOR AN ITN STUDY THAT ENDED IN LATE 2023. C) PARTNERSHIPS: SUCCESSFULLY NEGOTIATED COMMITMENTS FOR PARTIAL FINANCIAL SUPPORT FOR THREE ITN TRIALS TOTALING $7.3 MILLION. THOSE FUNDING AGREEMENTS WILL BE FINALIZED IN EARLY 2025. 5. PUBLICATION ACTIVITY: IN TOTAL, 35 ITN PUBLICATIONS WERE PUBLISHED DURING THIS REPORTING PERIOD IN PRESTIGIOUS RESEARCH JOURNALS AND PRESENTED AT DOMESTIC AND INTERNATIONAL RESEARCH CONFERENCES. THESE PUBLICATIONS REPRESENTED ITN RESEARCH IN ALL THERAPEUTIC FOCUS AREAS: AUTOIMMUNITY, TRANSPLANTATION, AND ALLERGY.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$12,744,134ExpenseAmt
Grant$934,337GrantAmt
Revenue$0RevenueAmt
DescSCREENING FOR AUTOIMMUNE DISEASESIN 2024, BRI LAUNCHED ONE OF THE FIRST-EVER SCREENING INITIATIVES FOR AUTOIMMUNE DISEASES IN PRIMARY CARE. WHILE SCREENING IS COMMONPLACE FOR CANCER AND HEART DISEASE, SCREENING FOR AUTOIMMUNE DISEASES HAS NOT BEEN WIDELY AVAILABLE. A TEAM FROM BRI'S CENTER FOR INTERVENTIONAL IMMUNOLOGY LED BY CATE SPEAKE, PHD, AND SANDRA LORD, MD, LAUNCHED A STUDY TO IMPLEMENT SCREENING FOR TYPE 1 DIABETES, RHEUMATOID ARTHRITIS AND CELIAC DISEASE IN PRIMARY CARE. THE RESEARCH TEAM HAS NOW LAUNCHED SCREENING EFFORTS IN TWO VIRGINIA MASON FRANCISCAN HEALTH PRIMARY CARE CLINICS, EXAMINING HOW TO MAKE TESTING AS EASY AND EFFICIENT AS POSSIBLE FOR PATIENTS AND PROVIDERS. ONCE THIS STUDY IS COMPLETE, RESEARCHERS HOPE TO IMPLEMENT THIS SCREENING ACROSS VIRGINIA MASON FRANCISCAN HEALTH AND ULTIMATELY MAKE IT A STANDARD PART OF PRIMARY CARE. THIS COULD HELP VAST NUMBERS OF PEOPLE ACROSS THE COUNTRY UNDERSTAND THEIR RISK, START TREATMENT EARLY AND AVOID SEVERE COMPLICATIONS LIKE DIABETIC KETOACIDOSIS IN T1D.THIS STUDY IS FUNDED BY A GENEROUS DONATION FROM THE JOLENE MCCAW FAMILY FOUNDATION. NEW FRONTIERS IN TISSUE-SPECIFIC IMMUNOLOGYTRADITIONALLY, SCIENTISTS HAVE STUDIED IMMUNE SYSTEM DISEASES BY LOOKING AT BLOOD SAMPLES. BUT THEY'VE ALSO KNOWN THAT STUDYING THE ACTUAL TISSUE THAT THOSE DISEASES AFFECT THE JOINTS IN RHEUMATOID ARTHRITIS (RA) OR THE SKIN IN SCLERODERMA COULD PROVIDE EVEN MORE INFORMATION. THE PROBLEM IS, TISSUE IS HARD TO COME BY. IT'S MORE FEASIBLE TO COLLECT AND STUDY BLOOD SAMPLES THAN IT IS TO DO THE SAME WITH TISSUE FROM JOINTS OR THE SKIN. THAT'S WHY TISSUE-SPECIFIC IMMUNOLOGY HAS BECOME A CORE FOCUS FOR BRI, EXPLORING NEW WAYS TO STUDY TISSUES IN THE DISEASES WHERE THEY HAPPEN. THANKS TO OUR PARTNERSHIP WITH VIRGINIA MASON FRANCISCAN HEALTH, BRI'S EDDIE JAMES, PHD, IS STUDYING RHEUMATOID ARTHRITIS (RA) IN TISSUE SAMPLES FROM PEOPLE WHO HAVE HAD JOINT REPLACEMENTS. INSTEAD OF DISCARDING THE JOINT TISSUE REMOVED DURING SURGERY, SOME PATIENTS OPT TO DONATE THAT TISSUE TO RESEARCH. DR. JAMES AND HIS TEAM CAN THEN STUDY THAT TISSUE TO BETTER UNDERSTAND EXACTLY WHY IMMUNE SYSTEM CELLS ARE ATTACKING THE JOINTS IN RA AND HOW WE CAN STOP THAT ATTACK TO TREAT OR PREVENT RA. BRI'S PETER MORAWSKI, PHD, AND HIS TEAM STUDY AUTOIMMUNE DISEASES THAT AFFECT THE SKIN INCLUDING PSORIASIS AND SCLERODERMA. THEY STUDY SKIN TISSUE IN THREE DIFFERENT FORMS: 3D ENGINEERED MODELS, DONATED TISSUE SAMPLES FROM PEOPLE WHO HAVE HAD TUMMY TUCKS, AND DONATED PUNCH BIOPSIES (TISSUE SAMPLES ABOUT THE SIZE OF A PENCIL ERASER) FROM PEOPLE WITH AND WITHOUT SCLERODERMA. A GROUNDBREAKING TOOL CALLED SPATIAL TRANSCRIPTOMICS IS HELPING THE TEAM BETTER UNDERSTAND HOW SCLERODERMA STARTS AND PROGRESSES. THIS TECHNOLOGY LETS THE RESEARCHERS LOOK DEEP INTO THE TISSUE AND SEE THE EXACT LOCATIONS OF INDIVIDUAL CELLS, HOW THEY INTERACT, AND EVEN THEIR INDIVIDUAL GENE EXPRESSION. THEY'LL USE THIS TOOL TO STUDY ONE AREA OF SKIN THAT SHOWS SYMPTOMS (SKIN THAT'S THICK, WAXY AND SOMETIMES A DIFFERENT COLOR THAN UNAFFECTED SKIN) AND ANOTHER AREA NOT SHOWING SIGNS OF DISEASE IN THE SAME PERSON. THEN THEY'LL DIRECTLY COMPARE THEM SIDE-BY-SIDE. THIS WILL HELP THE RESEARCH TEAM BETTER UNDERSTAND HOW THE DISEASE STARTS AND PROGRESSES AND MOVE CLOSER TO BETTER TREATMENTS AND PREVENTION. BRI'S JAMES LORD, MD, PHD, IS A PHYSICIAN-RESEARCHER FOCUSED ON INFLAMMATORY BOWEL DISEASES (IBD). ONE OF THE BIGGEST CHALLENGES OF TREATING IBD IS THAT THERE ARE MANY DIFFERENT TREATMENTS AND NO WAY TO KNOW WHICH ONE WILL WORK BEST FOR WHICH PERSON. HIS TEAM IS WORKING TO CHANGE THAT BY STUDYING SMALL BIOPSY SAMPLES FROM COLONOSCOPIES FROM PEOPLE TAKING A MEDICINE CALLED VENDOLIZUMAB FOR IBD. THOSE SAMPLES WILL HELP HIS TEAM BETTER UNDERSTAND EXACTLY WHICH CELLS THE TREATMENT AFFECTS AND WHY IT WORKS FOR SOME PEOPLE BUT NOT OTHERS.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$7,001,171ExpenseAmt
Grant$775,905GrantAmt
Revenue$0RevenueAmt
DescSTUDYING DOWN SYNDROME AND TYPE 1 DIABETES (T1D) TO UNDERSTAND HOW AUTOIMMUNE DISEASES STARTIN OCTOBER 2023, BRI RECEIVED THE IMMUNE DRIVERS OF AUTOIMMUNE DISEASE (IDAD) GRANT. THIS STUDY IS EXAMINING PEOPLE AT HIGHER RISK FOR DEVELOPING AUTOIMMUNE DISEASES THOSE WITH DOWN SYNDROME (DS) AND THOSE WITH AUTOANTIBODIES FOR TYPE 1 DIABETES (T1D) TO BETTER UNDERSTAND HOW AND WHY AUTOIMMUNE DISEASES DEVELOP. THIS WORK BUILDS ON PREVIOUS FINDINGS FROM BERNARD KHOR, MD, PHD, WHICH FOUND THAT INDIVIDUALS WITH DS EXPERIENCE PREMATURE IMMUNE AGING AND ARE SIGNIFICANTLY MORE LIKELY TO DEVELOP CONDITIONS LIKE AUTOIMMUNITY AND INFECTIONS. THE IDAD GRANT WILL SUPPORT A MULTIDISCIPLINARY EFFORT LED BY BRI SCIENTISTS TO IDENTIFY THE GENETIC, MOLECULAR, AND ENVIRONMENTAL FACTORS THAT DRIVE AUTOIMMUNE DISEASE PROGRESSION. RESEARCHERS WILL COMPARE IMMUNE PROFILES OF INDIVIDUALS WITH DS WITH THOSE AT RISK FOR T1D TO UNCOVER COMMON MECHANISMS OF IMMUNE DYSFUNCTION. THE STUDY WILL DRAW FROM BRI'S EXTENSIVE BIOREPOSITORIES, PROVIDING A VALUABLE RESOURCE FOR ADVANCING KNOWLEDGE IN THIS FIELD. THIS RESEARCH HAS THE POTENTIAL TO INFORM NEW TREATMENTS AND PREVENTION FOR AUTOIMMUNE DISEASES IN PEOPLE WITH AND WITHOUT DS.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$409,078ExpenseAmt
Grant$0GrantAmt
Revenue$4,770,955RevenueAmt
DescUNDERSTANDING HOW LUPUS STARTS AND PROGRESSESSCIENTISTS HAVE LONG KNOWN THAT AN ANTIBODY CALLED IGG PLAYS A BIG ROLE IN LUPUS. BUT BRI'S HAYLEY WATERMAN, PHD, WANTED TO KNOW - DO OTHER ANTIBODIES PLAY A ROLE IN LUPUS TOO? SHE LAUNCHED A STUDY EXAMINING WHETHER AN ANTIBODY CALLED IGA MAY ALSO PLAY A ROLE. SHE FOUND THAT IGA PLAYED A SMALL ROLE IN LUPUS. BUT WHEN SHE TESTED IGA AND IGG TOGETHER, SHE FOUND A MUCH BIGGER IMMUNE SYSTEM RESPONSE THAN EITHER ANTIBODY ACTING ALONE. DR. WATERMAN'S FINDINGS COULD LEAD TO BREAKTHROUGHS IN BOTH DIAGNOSING AND TREATING LUPUS. LUPUS IS OFTEN DIFFICULT TO DIAGNOSE BECAUSE IT HAS A WIDE RANGE OF SYMPTOMS THAT OFTEN COME AND GO. AND CURRENTLY AVAILABLE TREATMENTS DON'T WORK EQUALLY WELL FOR EVERYONE. SO RESEARCH INTO SIGNS OF IGA AND IGG WORKING TOGETHER - AND FINDING WAYS TO DISRUPT THAT - HOLDS TREMENDOUS PROMISE FOR ADVANCING CARE FOR THIS DEBILITATING DISEASE.AFTER THIS INITIAL FINDING, DR. WATERMAN AND HER MENTOR, JESSICA HAMERMAN, PHD, RECEIVED SIGNIFICANT NIH FUNDING TO FURTHER EXPLORE THESE FINDINGS. THEY PLAN TO STUDY EXACTLY HOW IGA AND IGG WORK TOGETHER TO CAUSE THIS SIGNIFICANT IMMUNE SYSTEM RESPONSE IN LUPUS. THEY'RE ALSO INTERESTED IN STUDYING WHETHER THE PRESENCE OF IGA MIGHT EXPLAIN WHY LUPUS CAN HAVE SUCH A WIDE ARRAY OF SYMPTOMS. LUPUS CAN CAUSE EVERYTHING FROM A SKIN RASH TO ARTHRITIS TO KIDNEY AND LUNG PROBLEMS, BUT SCIENTISTS DON'T FULLY UNDERSTAND WHY IT AFFECTS PEOPLE IN DIFFERENT WAYS. THE RESEARCH TEAM WANTS TO FIND OUT IF IGA IS ASSOCIATED WITH CERTAIN SYMPTOMS OR MORE SEVERE DISEASE.CLINICAL RESEARCH PROGRAM BRI OVERSEES THE CLINICAL RESEARCH PROGRAM AT VIRGINIA MASON MEDICAL CENTER, UNIQUELY COMBINING THE EXPERTISE OF A WORLD-RENOWNED MEDICAL RESEARCH INSTITUTE WITH THE CARE OF A HEALTHCARE QUALITY LEADER. THE CLINICAL RESEARCH PROGRAM SUPPORTS VIRGINIA MASON CLINICAL INVESTIGATORS IN STUDIES ACROSS A WIDE VARIETY OF AUTOIMMUNE AND IMMUNE-MEDIATED DISEASES AND CONDITIONS, AS WELL AS A BROAD RANGE OF OTHER DISEASES SUCH AS CANCER AND CARDIAC DISEASE. THE CLINICAL RESEARCH PROGRAM STAFF ANNUALLY ENROLLS APPROXIMATELY 2,264 STUDY PARTICIPANTS INTO VIRGINIA MASON TRIALS.INNOVATION FUND AWARDESTABLISHED IN 2023, THE INNOVATION FUND AWARD IS GIVEN TWICE A YEAR TO INTERNAL RECIPIENTS AT BRI. THE OBJECTIVE IS TO FACILITATE DEVELOPMENT AND IMPLEMENTATION OF NEW TECHNOLOGIES THAT WILL ADVANCE WORK ACROSS OUR INSTITUTION, THROUGH THE FUNDING OF COLLABORATIVE PROJECTS. EACH AWARD IS FUNDED BY PHILANTHROPY. BRI'S REGULAR TRACK AND RESEARCH TRACK FACULTY ARE AWARD ELIGIBLE. PROJECTS ARE REQUIRED TO INCLUDE TWO OR MORE BRI FACULTY AND ADDRESS INNOVATIONS USEFUL TO MULTIPLE RESEARCH GROUPS WITHIN THE INSTITUTE. FURTHER, IT IS REQUIRED THAT THE PROTOCOLS AND RESULTS GENERATED IN THE PROJECT WILL BE MADE AVAILABLE TO ALL BRI INVESTIGATORS. AT THE END OF 2023, EDDIE JAMES, PHD, AND CAROLINE STEFANI, PHD, EARNED AN INNOVATION FUND GRANT TO COMBINE TWO GROUNDBREAKING TECHNOLOGIES: LAB-GROWN HUMAN BETA CELLS AND A STATE-OF-THE-ART MICROSCOPE. BETA CELLS ARE PANCREAS CELLS THAT THE IMMUNE SYSTEM ATTACKS IN T1D. PREVIOUSLY, THE ONLY WAY TO STUDY THESE CELLS WAS IF SOMEONE DIED AND DONATED THEIR BODY TO SCIENCE. IN 2023, BRI'S AISHA CALLEBAUT, PHD, TRAVELED TO BELGIUM TO LEARN A NEW WAY TO ACCESS THESE CELLS: GROWING THEM FROM HUMAN BETA CELLS. THE INNOVATION FUND GRANT SUPPORTED THE IMPLEMENTATION OF TOOLS AND TECHNOLOGY NEEDED TO GROW THESE CELLS AT BRI. NOW, DRS. JAMES AND STEFANI ARE EXAMINING THESE LAB-GROWN CELLS TO BETTER UNDERSTAND WHY IMMUNE SYSTEM CELLS ATTACK BETA CELLS IN T1D AND HOW THEY MIGHT MAKE BETA CELLS MORE RESILIENT TO THAT ATTACK. THIS TECHNIQUE AND INFRASTRUCTURE CAN ALSO BE USED TO ENGINEER OTHER TYPES OF IMMUNE CELLS - FROM NEURONS, TO SKIN CELLS TO GUT CELLS - OPENING THE DOOR TO ANSWER NEW AND IMPORTANT QUESTIONS ABOUT A WIDE VARIETY OF DISEASES. IN 2024, BRI PRESIDENT JANE BUCKNER, MD, AND OLIVER HARRISON, DPHIL, EARNED AN INNOVATION FUND GRANT TO IMPLEMENT NEW METHODS OF GENOME ENGINEERING IN HUMAN T CELLS AND MICE, USING CRISPR/CAS9 AND ADENO-ASSOCIATED VIRUS TECHNOLOGY. THIS COLLABORATION BETWEEN THE HARRISON AND BUCKNER LABS AIMS TO CREATE ADVANCED MODELS FOR STUDYING AUTOIMMUNE DISEASE.DR. BUCKNER'S TEAM WILL ENGINEER HUMAN T CELLS BY REINTRODUCING T CELL RECEPTOR SEQUENCES, ALLOWING RESEARCHERS TO STUDY AUTOREACTIVE T CELLS. MEANWHILE, DR. HARRISON'S GROUP WILL DEVELOP NEW TRANSGENIC MOUSE MODELS, INCLUDING MICE WITH B CELL RECEPTORS THAT RECOGNIZE BACTERIAL ANTIGENS. THESE INNOVATIVE APPROACHES WILL ENHANCE BRI'S ABILITY TO STUDY IMMUNE RESPONSE, IMPROVE DISEASE MODELS, AND BETTER UNDERSTAND THE ROLE OF B AND T CELLS IN AUTOIMMUNITY.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$409,078TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$0TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$4,770,955TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$73,646,780TotalProgramServiceExpensesAmt
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Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document65IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee320EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members12GoverningBodyVotingMembersCnt
Independent Voting Member12IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldWAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HELEN CLAGETTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2063426503PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11201 NINTH AVENUEAddressLine1Txt
CitySEATTLECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98101ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeIndIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
KETUL PATEL
CHIEF EXECUTIVE OFFICER VMFH10.002.00Yes (X)$2,613,387$0$32,903
JANE BUCKNER MD
PRESIDENT40.000.00Yes (X)$501,678$0$32,412
MARGARET MCCORMICK PHD
EXECUTIVE DIRECTOR & COO40.000.00Yes (X)$303,699$0$35,478
WILLIAM KWOK PHD
RESEARCH MEMBER40.000.00$286,471$0$33,612Yes (X)
DANIEL CAMPBELL PHD
DIRECTOR, CENTER FOR FUNDAMENTAL IMMUNOLOGY40.000.00$230,355$0$20,619Yes (X)
JESSICA HAMERMAN PHD
DIRECTOR, ACADEMIC AFFAIRS40.000.00$229,026$0$18,505Yes (X)
CARMEN MIKACENIC MD
ASSOCIATE RESEARCH MEMBER40.000.00$224,166$0$29,448Yes (X)
PETER LINSLEY PHD
MEMBER, PRINCIPAL INVESTIGATOR40.000.00$220,411$0$33,924Yes (X)
MICHAEL LABOSIER
CFO40.000.00Yes (X)$186,969$0$27,689
CHUCK ARNOLD
DIRECTOR2.002.00$0$0$0Yes (X)
BOB CARLILE
DIRECTOR2.002.00$0$0$0Yes (X)
MIRIAM CHAMBLISS
CORPORATE SECRETARY / VP DIV GENERAL COUNSEL2.002.00Yes (X)$0$0$0
ULI CHI PHD
DIRECTOR/CHAIR2.002.00Yes (X)$0$0$0Yes (X)
SISTER JUDE CONNELLY OSF
DIRECTOR (PARTIAL YEAR)2.002.00$0$0$0Yes (X)
CAROLYN CORVI
DIRECTOR2.002.00$0$0$0Yes (X)
SISTER RUTH GOODWIN OSF
DIRECTOR2.002.00$0$0$0Yes (X)
TOD HAMACHEK
DIRECTOR2.002.00$0$0$0Yes (X)
DENNIS HUNTHAUSEN
DIRECTOR2.002.00$0$0$0Yes (X)
KAREN LEE
DIRECTOR2.002.00$0$0$0Yes (X)
ROBERT LEMON
DIRECTOR/VICE CHAIR2.002.00Yes (X)$0$0$0Yes (X)
GREGG MEYER MD MSC
DIRECTOR2.002.00$0$0$0Yes (X)
DAVID NOSACKA
TREASURER / SVP & CFO VMFH0.002.00Yes (X)$0$0$0
JOHN OPPENHEIMER
DIRECTOR2.002.00$0$0$0Yes (X)
MARVIN O'QUINN
DIRECTOR (PARTIAL YEAR)2.002.00$0$0$0Yes (X)
DIANN PULS
DIRECTOR2.002.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$4,796,162TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$264,590TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K91IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other SrcsYes (1)CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (3 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
INFINITY BIOLOGIX LLC
PO BOX 23532NEW YORKNY100873532LABORATORY SERVICES$351,620
NORTH FORK HOLDINGS LLC
1933 N MEACHAM RD STE 220SCHAUMBURGIL60173SOFTWARE CONSULTING$160,957
FINLEY & COOK CPA
1421 E 45TH ST PO DRAWER 1447SHAWNEEOK74802SOFTWARE CONSULTING$142,417
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K3CntrctRcvdGreaterThan100KCnt
Government Grants$64,307,227GovernmentGrantsAmt
All Other Contributions$23,386,018AllOtherContributionsAmt
Total Contributions$87,693,245TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
COMMERCIAL STUDIES621500$4,450,908$4,450,908$0$0
EXTERNAL CORE INCOME621500$320,047$320,047$0$0
FieldValueIRS element (for citing)
Total Program Service Revenue$4,770,955TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$407,521TotalRevenueColumnAmt
Exclusion$407,521ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$707,525RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$0RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$707,525RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$707,525TotalRevenueColumnAmt
Exclusion$707,525ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$93,579,246TotalRevenueColumnAmt
Related Or Exempt Func Income$4,770,955RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,115,046ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$35,991,061TotalAmt
Program Services$35,991,061ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$1,841,244TotalAmt
Program Services$1,841,244ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$890,702TotalAmt
Program Services$541,345ProgramServicesAmt
Management And General$349,357ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$26,358,556TotalAmt
Program Services$18,309,091ProgramServicesAmt
Management And General$8,049,465ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$2,384,735TotalAmt
Program Services$1,632,470ProgramServicesAmt
Management And General$752,265ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$3,057,160TotalAmt
Program Services$2,092,778ProgramServicesAmt
Management And General$964,382ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$2,038,059TotalAmt
Program Services$1,395,152ProgramServicesAmt
Management And General$642,907ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$25,958TotalAmt
Management And General$25,958ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$2,118,084TotalAmt
Program Services$1,590,061ProgramServicesAmt
Management And General$528,023ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$90,948TotalAmt
Program Services$26,067ProgramServicesAmt
Management And General$64,881ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$2,013,182TotalAmt
Program Services$793,016ProgramServicesAmt
Management And General$1,220,166ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$3,442,015TotalAmt
Program Services$3,006,423ProgramServicesAmt
Management And General$435,592ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$202,649TotalAmt
Program Services$157,940ProgramServicesAmt
Management And General$44,709ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$46,713TotalAmt
Program Services$41,750ProgramServicesAmt
Management And General$4,963ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$889,305TotalAmt
Program Services$773,695ProgramServicesAmt
Management And General$115,610ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$1,390,067TotalAmt
Program Services$1,182,456ProgramServicesAmt
Management And General$207,611ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$203,970TotalAmt
Program Services$63,314ProgramServicesAmt
Management And General$140,656ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
MEDICAL SUPPLIES$3,394,018$3,295,310$98,708$0
PATIENT COSTS$593,883$593,883$0$0
RESEARCH PARTICIPANTS E$234,768$234,286$482$0
OTHER PURCHASED SERVICE$226,020$85,438$140,582$0

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$83,025TotalAmt
Management And General$83,025ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$87,516,122TotalAmt
Program Services$73,646,780ProgramServicesAmt
Management And General$13,869,342ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$8,265,497BOYAmt
EOY$4,930,235EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,478,988BOYAmt
EOY$1,603,243EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$8,245,451BOYAmt
EOY$10,949,904EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$984,414BOYAmt
EOY$358,536EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$937,229BOYAmt
EOY$996,445EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$31,629,991LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$3,732,240LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$28,627,035BOYAmt
EOY$27,897,751EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$11,284,790BOYAmt
EOY$12,095,276EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$33,041,866BOYAmt
EOY$35,963,558EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$1,489,093BOYAmt
EOY$1,243,134EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$94,354,363BOYAmt
EOY$96,038,082EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$6,437,799BOYAmt
EOY$6,125,525EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$6,319,599BOYAmt
EOY$4,908,061EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$28,272,047BOYAmt
EOY$27,524,602EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,706,233BOYAmt
EOY$1,771,209EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$42,735,678BOYAmt
EOY$40,329,397EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$16,899,685BOYAmt
EOY$17,770,685EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$34,719,000BOYAmt
EOY$37,938,000EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$51,618,685BOYAmt
EOY$55,708,685EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$94,354,363BOYAmt
EOY$96,038,082EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$6,063,124ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$1,973,124NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Medical Research OrganizationYes (X)MedicalResearchOrganizationInd

Hospital Name And Address HospitalNameAndAddressGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1VIRGINIA MASON MEDICAL CENTERBusinessNameLine1Txt
FieldValueIRS element (for citing)
CitySEATTLECityNm
State AbbreviationWAStateAbbreviationCd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$60,664,155CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$34,152,956CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$78,966,994CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$75,771,314CurrentTaxYearMinus1YearAmt
Current Tax Year$87,693,245CurrentTaxYearAmt
Total$337,248,664TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$60,664,155CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$34,152,956CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$78,966,994CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$75,771,314CurrentTaxYearMinus1YearAmt
Current Tax Year$87,693,245CurrentTaxYearAmt
Total$337,248,664TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$24,183,121SubstantialContributorsTotAmt
Public Support Total170$313,065,543PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,174,418CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$525,133CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$8,844,594CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$929,807CurrentTaxYearMinus1YearAmt
Current Tax Year$1,115,046CurrentTaxYearAmt
Total$12,588,998TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,105,766CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,157,242CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,286,187CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,702,614CurrentTaxYearMinus1YearAmt
Current Tax Year$4,770,955CurrentTaxYearAmt
Total$25,022,764TotalAmt
FieldValueIRS element (for citing)
Total Support$374,860,426TotalSupportAmt
Public Support CY1700.83520PublicSupportCY170Pct
Public Support PY1700.82020PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:FormAndLineReferenceDesc
ExplanationCLINICAL RESEARCH PROGRAM REVENUE - 2019 AMOUNT: $ 5,569,393. 2020 AMOUNT: $ 2,665,138. 2021 AMOUNT: $ 4,732,659. 2022 AMOUNT: $ 4,631,252. 2023 AMOUNT: $ 4,450,908. COLLABORATIVE RESEARCH AGREEMENT PROJECTS - EXTERNAL CORE INCOME - 2019 AMOUNT: $ 430,308. 2020 AMOUNT: $ 394,817. 2021 AMOUNT: $ 553,528. 2022 AMOUNT: $ 1,071,362. 2023 AMOUNT: $ 320,047. MISCELLANEOUS INCOME - 2019 AMOUNT: $ 106,065. 2020 AMOUNT: $ 97,287.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Organization Belongs Afflt GrpYes (X)OrganizationBelongsAffltGrpInd

Total Grassroots Lobbying TotalGrassrootsLobbyingGrp

FieldValueIRS element (for citing)
Affiliated Group Total$157,006AffiliatedGroupTotalAmt

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Affiliated Group Total$12,373AffiliatedGroupTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Affiliated Group Total$169,379AffiliatedGroupTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Affiliated Group Total$1,277,668,784AffiliatedGroupTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Affiliated Group Total$1,277,838,163AffiliatedGroupTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Affiliated Group Total$1,000,000AffiliatedGroupTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Affiliated Group Total$250,000AffiliatedGroupTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

FieldValueIRS element (for citing)
Affiliated Group Total$0AffiliatedGroupTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

FieldValueIRS element (for citing)
Affiliated Group Total$0AffiliatedGroupTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus3$1,000,000CurrentYearMinus3Amt
Current Year Minus2$1,000,000CurrentYearMinus2Amt
Current Year Minus1$1,000,000CurrentYearMinus1Amt
Current Year$1,000,000CurrentYearAmt
Total$4,000,000TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$6,000,000LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$205,420CurrentYearMinus3Amt
Current Year Minus2$219,020CurrentYearMinus2Amt
Current Year Minus1$153,865CurrentYearMinus1Amt
Current Year$169,379CurrentYearAmt
Total$747,684TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus3$1,000,000CurrentYearMinus3Amt
Current Year Minus2$250,000CurrentYearMinus2Amt
Current Year Minus1$250,000CurrentYearMinus1Amt
Current Year$250,000CurrentYearAmt
Total$1,750,000TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$2,625,000GrassrootsCeilingAmt

Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$126,542CurrentYearMinus3Amt
Current Year Minus2$203,020CurrentYearMinus2Amt
Current Year Minus1$142,625CurrentYearMinus1Amt
Current Year$157,006CurrentYearAmt
Total$629,193TotalAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Incl Escrow Custodial Acct Liab0InclEscrowCustodialAcctLiabInd
Endowments Held Unrelated OrgYes (1)EndowmentsHeldUnrelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$14,110,000OtherCostOrOtherBasisAmt
Book Value$14,110,000BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$12,362,749OtherCostOrOtherBasisAmt
Depreciation$1,219,375DepreciationAmt
Book Value$11,143,374BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$4,912,695OtherCostOrOtherBasisAmt
Depreciation$2,512,865DepreciationAmt
Book Value$2,399,830BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$244,547OtherCostOrOtherBasisAmt
Book Value$244,547BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$27,897,751TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescINTEREST IN NET ASSETS OF VIRGINIA MASON MEDICAL CENTERDesc
Book Value$35,963,558BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$35,963,558TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
LEASE LIABILITY (RELATES TO RIGHT-OF-USE ASSET)$1,354,084
DUE TO RELATED PARTIES$417,125
FieldValueIRS element (for citing)
Total Liability$1,771,209TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2:BENAROYA RESEARCH INSTITUTE AT VIRGINIA MASON'S FINANCIAL INFORMATION IS INCLUDED IN COMMONSPIRIT HEALTH'S CONSOLIDATED AUDITED FINANCIAL STATEMENTS, WHICH INCLUDES THE FOLLOWING DISCLOSURE: COMMONSPIRIT REVIEWS ITS TAX POSITIONS QUARTERLY AND HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS.
PART X, LINE 1IN ACCORDANCE WITH ASC TOPIC 842 LEASES, THE RESEARCH INSTITUTE ADOPTED THE LEASE STANDARD AND RECORDED LEASE LIABILITIES OVER THE LEASE TERMS BETWEEN 3 AND 10 YEARS. THE LEASES ARE PRIMARILY FOR REAL ESTATE, INCLUDING OFF-CAMPUS OUTPATIENT FACILITIES, MEDICAL OFFICE BUILDINGS, AND CORPORATE AND ADMINISTRATIVE OFFICES.
PART V ENDOWMENT FUNDSBENAROYA RESEARCH INSTITUTE AT VIRGINIA MASON'S (BRI) SOLE CORPORATE MEMBER IS VIRGINIA MASON FRANCISCAN HEALTH (VMFH). VMFH IS A SUPPORTING ORGANIZATION OF BRI AND VIRGINIA MASON MEDICAL CENTER (VMMC). VMMC HOLDS ENDOWMENT FUNDS THAT SUPPORT BRI RESEARCH AIMED AT DIABETES, RHEUMATOLOGY, IMMUNOLOGY, AND OTHER RESEARCH. THE BALANCE OF THESE ENDOWMENTS WAS $33.0 MILLION AND $36.0 MILLION ON JUNE 30, 2023 AND JUNE 30, 2024, RESPECTIVELY.

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
EUROPE (INCLUDING ICELAND AND GREENLAND)00GRANTMEDICAL RESEARCH$1,738,204
NORTH AMERICA00GRANTMEDICAL RESEARCH$103,040
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$1,841,244SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$1,841,244TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (5 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxtNon Cash AssistanceNonCashAssistanceAmt
EUROPE (INCLUDING ICELAND AND GREENLAND)GENERAL SUPPORT$72,244WIRE TRANSFER$0
EUROPE (INCLUDING ICELAND AND GREENLAND)GENERAL SUPPORT$1,543,197WIRE TRANSFER$0
EUROPE (INCLUDING ICELAND AND GREENLAND)GENERAL SUPPORT$115,311WIRE TRANSFER$0
EUROPE (INCLUDING ICELAND AND GREENLAND)GENERAL SUPPORT$7,452WIRE TRANSFER$0
NORTH AMERICAGENERAL SUPPORT$103,040WIRE TRANSFER$0
FieldValueIRS element (for citing)
Total501c3 Org0Total501c3OrgCnt
Total Other Org5TotalOtherOrgCnt
Transfer To Foreign Corp0TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp Ownership0ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 2: SUB-RECIPIENT MONITORING POLICY -MEDICAL RESEARCH SUB AWARDBRI HAS FORMAL POLICIES AND PRODECURES TO ASSURE FULL COMPLIANCE WITH APPLICABLE POLICIES AND LAWS GOVERNING FEDERAL GRANTS. THE SUB-RECIPIENT MONITORING POLICY PROVIDES ASSURANCE THAT SUB-RECIPIENTS COMPLY WITH FEDERAL GRANT REGULATIONS. THIS POLICY SETS THE CRITERIA TO ESTABLISH ELIGIBILITY OF SUB-RECIPIENTS TO PROVIDE ANNUAL AUDITED FINANCIAL REPORTS AND THE ANNUAL OMB SINGLE AUDIT REPORT THAT IDENTIFY COMPLIANCE WITH FEDERAL LAWS AND REGULATIONS. THE REPORTS ARE ANALYZED WITH EMPHASIS ON AUDITOR'S ASSESSMENT OF SUB-RECIPIENT INTERNAL CONTROLS AND A STANDARDIZED RISK ASSESSMENT IS PRESENTED TO MANAGEMENT ON EACH SUB-RECIPIENT. A MANAGEMENT LETTER IS ISSUED TO EACH SUB-RECIPIENT SHOWING ANY FINDINGS ON THEIR OMB SINGLE AUDIT REPORT, AND MEASUREMENTS ARE SET FOR INCREASED MONITORING WHEN AN ELEVATED LEVEL OF RISK IS ESTABLISHED. MANAGEMENT HAS COMMUICATED WITH AN EDUCATED ADMINISTRATIVE STAFF REGARDING IMPLEMENTATION OF THIS POLICY. THE DIRECTOR OF GRANTS AND CONTRACTS IS RESPONSIBILE FOR MONITORING SUB-RECIPIENT ADHERENCE TO FINANCIAL REGULATIONS. THE PRINCIPAL INVESTIGATOR IS RESPONSIBLE FOR OVERSEEING THE SATISFACTORY PERFORMANCE OF THE SUB-AWARD TO ENSURE THAT GOALS ARE ACHIEVED. IF THERE ARE UNUSUAL OR UNFORESEEN ITEMS, THESE WILL BE INVESTIGATED.
PART 1, LINE 3FTHE EXPENDITURES WERE ACTUAL EXPENSES INCURRED IN THE REGION BASED ON INDIVIDUAL EXPENSE REPORTS AND TRACKING OF EXPENDITURES BY GRANT OR DEPARTMENT ON THE ACCRUAL BASIS OF ACCOUNTING.
PART II, LINE 1THE EXPENDITURES WERE EXPENSES INCURRED IN THE REGION BASED ON AWARD GOALS ON THE ACCRUAL BASIS OF ACCOUNTING.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (80 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxtIRC SectionIRCSectionDescAddress Line2USAddress/AddressLine2Txt
ADVARRA INC
PO BOX 74008070CHICAGOIL606748070311358981$357,835$0MEDICAL FND SUPPORT
ALLEN INSTITUTE
615 WESTLAKE AVE NSEATTLEWA981094307912155317$172,923$0MEDICAL FND SUPPORT501C3
ARKANSAS CHILDREN'S RESEARCH INSTITUTE
ONE CHILDRENS WAY FINANCIAL SVCSLITTLE ROCKAR722023591710694931$39,424$0MEDICAL FND SUPPORT509C3SLOT 663
AZENTA LIFE SCIENCES
PO BOX 3865CAROL STEAMIL601323865200628587$2,405,904$0MEDICAL FND SUPPORT501C3
BAYLOR COLLEGE OF MEDICINE
ONE BAYLOR PLAZA SUITE 600-DHOUSTONTX770303411741613878$5,767$0MEDICAL FND SUPPORT501C3
BRIGHAM AND WOMEN'S HOSPITAL
BANK OF AMERICA NA PO BOX 3887BOSTONMA022413887042312909$1,246,280$0MEDICAL FND SUPPORT501C3
CEDARS-SINAI MEDICAL CENTER
6500 WILSHIRE BLVD SUITE 1150LOS ANGELESCA90048951644600$80,327$0MEDICAL FND SUPPORT501C3
CHILDREN'S HOSPITAL OF PHILADELPHIA
PO BOX 8550 LOCKBOX 1457PHLILADELPHIAPA191781457231352166$24,924$0MEDICAL FND SUPPORT501C3
CHILDREN'S MERCY HOSPITAL
2401 GILLHAM ROADKANSAS CITYMO64101440605373$20,563$0MEDICAL FND SUPPORT501C3
DANA-FARBER CANCER INSTITUTE INC
450 BROOKLINE AVEBOSTONMA02215042263040$176,786$0MEDICAL FND SUPPORT501C3
DUKE UNIVERSITY
PO BOX 602651CHARLOTTENC282602651560532129$1,356,466$0MEDICAL FND SUPPORT501C3
EMORY UNIVERSITY
PO BOX 935084ATLANTAGA311935084580566256$819,807$0MEDICAL FND SUPPORT501C3
FEINSTEIN INSTITUTE FOR MEDICAL RESEARCH
350 COMMUNITY DRIVEMANHASSETNY11030112673595$383,602$0MEDICAL FND SUPPORT501C3
FRED HUTCHINSON CANCER CENTER
1100 FAIRVIEW AVE NMAILSTOP J6-330SEATTLEWA98109911935159$430,065$0MEDICAL FND SUPPORT501C3
GEORGETOWN UNIVERSITY
2121 WISCONSIN AVE NW SUITE 400WASHINGTONDC20007530196603$9,784$0MEDICAL FND SUPPORT501C3
HENRY FORD HEALTH SYSTEM
1 FORD PLACEDETROITMI48202381357020$65,638$0MEDICAL FND SUPPORT501C3
HOSPITAL FOR SPECIAL SURGERY
535 EAST 70TH STREETNEW YORKNY10021131624135$97,909$0MEDICAL FND SUPPORT501C3
ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI
ONE GUSTAVE L LEVY PLACE BOX 3500NEW YORKNY100296574136171197$2,351,860$0MEDICAL FND SUPPORT501C3
IHC HEALTH SERVICES INC
36 SOUTH STATE STREET SUITE 2200SALT LAKE CITYUT84111942854057$64,794$0MEDICAL FND SUPPORT
INDIANA UNIVERSITY
620 UNION DRIVE ROOM 618INDIANAPOLISIN462025167356001673$107,074$0MEDICAL FND SUPPORT501C3
INFINITY BIOLOGIX LLC
30 KNIGHTSBRIDGE ROAD BUILDING 3PISCATAWAYNJ08854845054901$940,742$0MEDICAL FND SUPPORT
JOHNS HOPKINS UNIVERSITY
12529 COLLECTIONS CENTER DRIVECHICAGOIL60693520595110$4,770,126$0MEDICAL FND SUPPORT501C3
JOSLIN DIABETES CENTER
ONE JOSLIN PLACEBOSTONMA022155306042203836$46,609$0MEDICAL FND SUPPORT501C3
LUNDQUIST INSTITUTE FOR BIOMEDICAL INNOVATION AT H
1124 W CARSON STREETTORRANCECA905022006952138184$18,916$0MEDICAL FND SUPPORT501C3
MASSACHUSETTS GENERAL HOSPITAL
55 FRUIT STREETBOSTONMA02114042697983$457,152$0MEDICAL FND SUPPORT501C3
MAYO CLINIC
200 FIRST STREET SOUTHWESTROCHESTERMN55905416011702$117,511$0MEDICAL FND SUPPORT501C3
MAYO CLINIC JACKSONVILLE
4500 SAN PABLO ROADJACKSONVILLEFL32224593337028$23,396$0MEDICAL FND SUPPORT501C3
MEDICAL UNIVERSITY OF SOUTH CAROLINA
1 SOUTH PARK CIRCLE BLDG 1 STE 506CHARLESTONSC29407576000722$43,133$0MEDICAL FND SUPPORT501C3
MY OWN MED INC
4825 ESSEX AVENUECHEVY CHASEMD20815462108432$18,200$0MEDICAL FND SUPPORT501C3
NEW YORK UNIVERSITY-SCHOOL OF MEDICINE
PO BOX 415026BOSTONMA022415026135562308$1,478,317$0MEDICAL FND SUPPORT501C3
NORTH SHORE UNIVERSITY HEALTH SYSTEM
1001 UNIVERSITY PLACEEVANSTONIL60201362167060$24,124$0MEDICAL FND SUPPORT501C3
NORTHWESTERN UNIVERSITY
633 CLARK ROOM G547EVANSTONIL60208362167817$218,854$0MEDICAL FND SUPPORT501C3
OHIO STATE UNIVERSITY
1960 KENNY ROADCOLUMBUSOH43210316025986$67,962$0MEDICAL FND SUPPORT501C3
OHSU-PATIENT BUSINESS SVC
PO BOX 3595PORTLANDOR97207931176109$271,513$0MEDICAL FND SUPPORT501C3
OKLAHOMA MEDICAL RESEARCH FOUNDATION
825 NE 13TH STREETOKLAHOMA CITYOK73104730580274$28,714$0MEDICAL FND SUPPORT501C3
PENN STATE UNIVERSITY
500 UNIVERSITY DRIVEHERSHEYPA17033246000376$53,468$0MEDICAL FND SUPPORT501C3
REGENTS OF THE UNIVERSITY OF CALIFORNIA AT IRVINE
228 ALDRICH HALLIRVINECA926971050952226406$10,506$0MEDICAL FND SUPPORT501C3
REGENTS OF THE UNIVERSITY OF COLORADO
PO BOX 910238AURORACO80045846000555$608,360$0MEDICAL FND SUPPORT501C3
RESEARCH FOUNDATION OF SUNY
35 STATE STREETALBANYNY122072826141368361$29,539$0MEDICAL FND SUPPORT501C3
RHO FEDERAL SYSTEMS DIVISION INC
2635 E NC HWY 54DURHAMNC27713561927659$821,731$0MEDICAL FND SUPPORT
ROCHESTER GENERAL HOSPITAL
1425 PORTLAND AVEROCHESTERNY14621160743134$40,000$0MEDICAL FND SUPPORT501C3
SANFORD RESEARCH
2301 E 60TH STSIOUX FALLSSD57104460450378$32,109$0MEDICAL FND SUPPORT501C3
SARAH CANNON RESEARCH INSTITUTE LLC
1100 DR MARTIN L KING JR BLVD SUITENASHVILLETN37203201557751$7,145$0MEDICAL FND SUPPORT800
SEATTLE CHILDREN'S HOSPITAL RESEARCH INSTITUTE
818 STEWART 3RD FLOORSEATTLEWA981240728910564748$982,925$0MEDICAL FND SUPPORT501C3
STANFORD UNIVERSITY
PO BOX 884253LOS ANGELESCA900884253941156365$699,007$0MEDICAL FND SUPPORT501C3
SWEDISH HEALTH SERVICES - GRANTS
SWEDISH HEALTH SERVICES PO BOXSEATTLEWA981249845910433740$28,150$0MEDICAL FND SUPPORT501C335143 LB 1129
TEMPLE UNIVERSITY
1852 N 10TH STREETPHILADELPHIAPA19122231365971$24,378$0MEDICAL FND SUPPORT501C3
THE CLEVELAND CLINIC FOUNDATION
PO BOX 931562CLEVELANDOH44193340714585$469,757$0MEDICAL FND SUPPORT501C3
THE MEDICAL COLLEGE OF WISCONSIN INC
8701 WATERTOWN PLANK RDMILWAUKEEWI53226390806261$30,584$0MEDICAL FND SUPPORT501C3
THE REGENTS UNIVERSITY CALIFORNIA SANDIEGO
UCSD CAMPUS MAIN DEPOSITORY PO BOXLOS ANGELESCA900741539956006144$346,345$0MEDICAL FND SUPPORT501C3741539
THE UNIV OF TEXAS SOUTHWESTERN MEDICAL CENTER
LOCK BOX 845477DALLASTX75284756002868$72,505$0MEDICAL FND SUPPORT501C3
THE UNIVERSITY OF CHICAGO
401 N MICHIGAN AVE 9TH FLOORCHICAGOIL60611362177139$49,047$0MEDICAL FND SUPPORT501C3
TRUSTEES OF COLUMBIA UNIVERSITY
1150 SAINT NICOLAS AVENEW YORKNY10032135598093$129,085$0MEDICAL FND SUPPORT501C3
TUFTS MEDICAL CENTER
800 WASHINGTON STREETBOSTONMA02111043400617$43,922$0MEDICAL FND SUPPORT501C3
UNIV OF MINNESOTA REGENTS
NW 5957MINNEAPOLISMN554855957416007513$117,983$0MEDICAL FND SUPPORT501C3
UNIV OF NEBRASKA MEDICAL CENTER
987835 NEBRASKA MEDICAL CENTEROMAHANE681987835470049123$32,309$0MEDICAL FND SUPPORT501C3
UNIVERSITY OF ALABAMA AT BIRMINGHAM
1720 2ND AVENUE SOUTHBIRMINGHAMAL35294636005396$63,979$0MEDICAL FND SUPPORT501C3
UNIVERSITY OF CALIFORNIA LOS ANGELES
757 WESTWOOD PLAZA SUITE 1119LOS ANGELESCA900957495956006143$59,602$0MEDICAL FND SUPPORT501C3
UNIVERSITY OF CALIFORNIA SAN FRANCISCO
UCSF MAIN DEPOSITORY PO BOX 748872LOS ANGELESCA900744872946036493$8,492,043$0MEDICAL FND SUPPORT501C3
UNIVERSITY OF CALIFORNIA DAVIS
UC DAVIS AR LOCKBOX PO BOX 741816LOS ANGELESCA900741816946036494$72,294$0MEDICAL FND SUPPORT501C3
UNIVERSITY OF CINCINNATI
UNIVERSITY HALL SUITE 530CINCINNATIOH45221316000989$23,774$0MEDICAL FND SUPPORT501C3
UNIVERSITY OF COLORADO DENVER - BARBARA DAVIS CTR
1775 AURORA CT B-140AURORACO80045846000555$5,135$0MEDICAL FND SUPPORT501C3
UNIVERSITY OF IOWA
2 GILMORE HALLIOWA CITYIA52242426004813$130,397$0MEDICAL FND SUPPORT501C3
UNIVERSITY OF MARYLAND BALTIMORE
PO BOX 41428BALTIMOREMD212036428526002033$74,048$0MEDICAL FND SUPPORT501C3
UNIVERSITY OF MASSACHUSETTS WORCESTER
55 LAKE AVENUE NORTHWORCESTERMA016550002043167352$160,625$0MEDICAL FND SUPPORT501C3
UNIVERSITY OF MIAMI
PO BOX 405803ATLANTAGA303845803590624458$34,344$0MEDICAL FND SUPPORT501C3
UNIVERSITY OF MICHIGAN
BOX 223131PITTSBURGHPA152512131386006309$472,336$0MEDICAL FND SUPPORT501C3
UNIVERSITY OF MISSOURI
118 UNIVERSITY HALLCOLUMBIAMO65211436003859$26,915$0MEDICAL FND SUPPORT501C3
UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL
PO BOX 402420ATLANTAGA303842420566001393$347,423$0MEDICAL FND SUPPORT501C3
UNIVERSITY OF PENNSYLVANIA
PO BOX 785541PHILADELPHIAPA191785541231352685$580,943$0MEDICAL FND SUPPORT501C3
UNIVERSITY OF PITTSBURGH
ATTN XXX-XX-XXXX ROSS STREET 154-0455PITTSBURGHPA152620001250965591$349,824$0MEDICAL FND SUPPORT501C3
UNIVERSITY OF SOUTH FLORIDA
4202 E FOWLER AVETAMPAFL33620593102112$51,061$0MEDICAL FND SUPPORT501C3
UNIVERSITY OF TEXAS HEALTH CENTER HOUSTON
7000 FANNIN STHOUSTONTX770305400741761309$12,230$0MEDICAL FND SUPPORT501C3
UNIVERSITY OF TEXAS MD ANDERSON CANCER CTR
PO BOX 4390 GRANTS CONTRACT ACCTNGHOUSTONTX772104390746001118$5,858$0MEDICAL FND SUPPORT501C3202
UNIVERSITY OF WA GRANTS & CONTRACTS
12455 COLLECTIONS DRIVECHICAGOIL606930001916001537$393,527$0MEDICAL FND SUPPORT501C3
UNIVERSITY OF WISCONSIN MADISON BOARD OF REGENTS
600 HIGHLAND AVEMADISONWI53792396006492$167,514$0MEDICAL FND SUPPORT501C3
VANDERBILT UNIVERSITY MED CTR
PO BOX 121236DALLASTX753121236620476822$43,750$0MEDICAL FND SUPPORT501C3
VIRGINIA COMMONWEALTH UNIVERSITY
GRANTS AND CONTRACTS ACCOUNTING BOXRICHMONDVA23284546001758$108,637$0MEDICAL FND SUPPORT501C3843039
WASHINGTON UNIVERSITY IN ST LOUIS
7425 FORSYTHEST LOUISMO63105460653611$746,777$0MEDICAL FND SUPPORT501C3
YALE UNIVERSITY
PO BOX 1873NEW HAVENCT065081873060646973$187,561$0MEDICAL FND SUPPORT501C3
FieldValueIRS element (for citing)
Total501c3 Org75Total501c3OrgCnt
Total Other Org5TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2: SUB-RECIPIENT MONITORING POLICY -MEDICAL RESEARCH SUB AWARDFormAndLineReferenceDesc
ExplanationBRI HAS FORMAL POLICIES AND PRODECURES TO ASSURE FULL COMPLIANCE WITH APPLICABLE POLICIES AND LAWS GOVERNING FEDERAL GRANTS. THE SUB-RECIPIENT MONITORING POLICY PROVIDES ASSURANCE THAT SUB-RECIPIENTS COMPLY WITH FEDERAL GRANT REGULATIONS. THIS POLICY SETS THE CRITERIA TO ESTABLISH ELIGIBILITY OF SUB-RECIPIENTS TO PROVIDE ANNUAL AUDITED FINANCIAL REPORTS AND THE ANNUAL OMB SINGLE AUDIT REPORT THAT IDENTIFY COMPLIANCE WITH FEDERAL LAWS AND REGULATIONS. THE REPORTS ARE ANALYZED WITH EMPHASIS ON AUDITOR'S ASSESSMENT OF SUB-RECIPIENT INTERNAL CONTROLS AND A STANDARDIZED RISK ASSESSMENT IS PRESENTED TO MANAGEMENT ON EACH SUB-RECIPIENT. A MANAGEMENT LETTER IS ISSUED TO EACH SUB-RECIPIENT SHOWING ANY FINDINGS ON THEIR OMB SINGLE AUDIT REPORT, AND MEASUREMENTS ARE SET FOR INCREASED MONITORING WHEN AN ELEVATED LEVEL OF RISK IS ESTABLISHED. MANAGEMENT HAS COMMUICATED WITH AN EDUCATED ADMINISTRATIVE STAFF REGARDING IMPLEMENTATION OF THIS POLICY. THE DIRECTOR OF GRANTS AND CONTRACTS IS RESPONSIBILE FOR MONITORING SUB-RECIPIENT ADHERENCE TO FINANCIAL REGULATIONS. THE PRINCIPAL INVESTIGATOR IS RESPONSIBLE FOR OVERSEEING THE SATISFACTORY PERFORMANCE OF THE SUB-AWARD TO ENSURE THAT GOALS ARE ACHIEVED. IF THERE ARE UNUSUAL OR UNFORESEEN ITEMS, THESE WILL BE INVESTIGATED.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
KETUL PATEL
CHIEF EXECUTIVE OFFICER VMFH$1,393,552$0$959,840$0$259,995$0$19,350$0$13,553$0$2,646,290$0$0$0
JANE BUCKNER MD
PRESIDENT$501,678$0$0$0$0$0$30,000$0$2,412$0$534,090$0$0$0
MARGARET MCCORMICK PHD
EXECUTIVE DIRECTOR & COO$303,699$0$0$0$0$0$30,000$0$5,478$0$339,177$0$0$0
WILLIAM KWOK PHD
RESEARCH MEMBER$285,671$0$800$0$0$0$30,000$0$3,612$0$320,083$0$0$0
DANIEL CAMPBELL PHD
DIRECTOR, CENTER FOR FUNDAMENTAL IMM$228,955$0$1,400$0$0$0$15,219$0$5,400$0$250,974$0$0$0
JESSICA HAMERMAN PHD
DIRECTOR, ACADEMIC AFFAIRS$227,626$0$1,400$0$0$0$11,701$0$6,804$0$247,531$0$0$0
CARMEN MIKACENIC MD
ASSOCIATE RESEARCH MEMBER$223,366$0$800$0$0$0$22,500$0$6,948$0$253,614$0$0$0
PETER LINSLEY PHD
MEMBER, PRINCIPAL INVESTIGATOR$219,611$0$800$0$0$0$30,000$0$3,924$0$254,335$0$0$0
MICHAEL LABOSIER
CFO$186,169$0$800$0$0$0$22,617$0$5,072$0$214,658$0$0$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 3DURING THE CALENDAR YEAR 2023, COMPENSATION FOR THE TOP MANAGEMENT OFFICIAL WAS ESTABLISHED BY COMMONSPIRIT HEALTH. COMMONSPIRIT HEALTH USED ONE OR MORE OF THE METHODS DESCRIBED IN SCHEDULE J, PART I, LINE TO ESTABLISH THE TOP MANAGEMENT OFFICIAL'S COMPENSATION: (1) COMPENSATION COMMITTEE; (2) INDEPENDENT COMPENSATION CONSULTANT; (3) COMPENSATION SURVEY OR STUDY; (4) APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. SEE SCHEDULE O DISCLOSURE FOR FORM 990, PART VI, SECTION B, LINE 15 FOR ADDITIONAL INFORMATION.
PART I, LINE 4BCERTAIN REPORTABLE INDIVIDUALS ARE COVERED BY AN EXECUTIVE SEVERANCE POLICY THAT PROVIDES MARKET-STANDARD COMPENSATION, RANGING FROM PAYMENTS OF 9 MONTHS TO 2 YEARS OF BASE COMPENSATION, DEPENDING ON THE EXECUTIVE'S POSITION, IN THE EVENT OF A POSITION ELIMINATION OR OTHER INVOLUNTARY TERMINATION, IN ACCORDANCE WITH THE GUIDELINES OF THE POLICY. DURING THE 2023 CALENDAR YEAR, COMMONSPIRIT HEALTH ("COMMONSPIRIT") MAINTAINED A SUPPLEMENTAL NON-QUALIFIED DEFERRED COMPENSATION PLAN FOR DIVISION CEOS/PRESIDENTS AND OTHER DESIGNATED COMMONSPIRIT EXECUTIVES AT THE LEVEL OF SENIOR VICE PRESIDENT AND ABOVE. DUE TO THE "SUPER" VESTING RULES UNDER COMMONSPIRIT'S DEFERRED COMPENSATION PLAN, PARTICIPANTS WHO HAVE MET CERTAIN REQUIREMENTS SUCH AS INVOLUNTARY TERMINATION WITHOUT CAUSE, AGE, AGE AND YEARS OF SERVICE, OR MORE THAN 5 YEARS OF PLAN PARTICIPATION ARE ELIGIBLE TO RECEIVE THEIR 2023 CONTRIBUTIONS IN CASH. THESE CASH PAYOUTS ARE INCLUDED IN THE PARTICIPANT'S REPORTABLE COMPENSATION IN COLUMN (III) OTHER REPORTABLE COMPENSATION ON SCHEDULE J PART II. DURING 2023, THE FOLLOWING PAYMENTS WERE MADE PURSUANT TO THE SUPER VESTING RULES: KETUL J PATEL, $246,662.
SCHEDULE J, PART II:BENAROYA RESEARCH INSTITUTE AT VIRGINIA MASON FOLLOWS COMMONSPIRIT'S EXECUTIVE COMPENSATION PHILOSOPHY. COMMONSPIRIT'S EXECUTIVE COMPENSATION PHILOSOPHY IS DESIGNED TO ASSIST COMMONSPIRIT IN ATTRACTING AND RETAINING THE CALIBER OF EXECUTIVES REQUIRED TO ENABLE COMMONSPIRIT TO FULFILL ITS MISSION OF PROVIDING HIGH QUALITY HEALTHCARE FOR ALL PERSONS REGARDLESS OF THEIR ABILITY TO PAY FOR SERVICES, IMPROVING THE QUALITY OF LIFE IN THE COMMUNITIES COMMONSPIRIT SERVES, PROMOTING PATIENT AND EMPLOYEE SATISFACTION, AND ENSURING FINANCIAL STABILITY. A SUBSTANTIAL PORTION OF EXECUTIVE COMPENSATION IS PERFORMANCE BASED AND IS LINKED TO ORGANIZATIONAL GOALS APPROVED IN ADVANCE BY THE HUMAN RESOURCES AND COMPENSATION COMMITTEE. THESE GOALS INCLUDE ATTAINMENT OF ANNUAL AND LONG-TERM FINANCIAL PERFORMANCE, CERTAIN HEALTHCARE QUALITY STANDARDS AND COMMONSPIRIT'S COMMITMENT TO SERVING THE POOR AND DISENFRANCHISED IN THE COMMUNITIES IT SERVES. TOTAL COMPENSATION, WHICH INCLUDES BASE SALARY, ANNUAL, AND LONG-TERM INCENTIVE COMPENSATION, IS ESTABLISHED TO APPROXIMATE THE PREVAILING MARKET CONDITIONS FOR EXECUTIVES OF COMPANIES OF SIMILAR SIZE, REVENUES AND COMPLEXITY. PAYMENTS PURSUANT TO A LONG-TERM FINANCIAL PERFORMANCE GOAL WERE PAID IN CALENDAR YEAR 2023. KETUL PATEL WAS COMPENSATED BY COMMONSPIRIT HEALTH FOR HIS SERVICES TO BENAROYA RESEARCH INSTITUTE. FOR 990 PURPOSES, COMMONSPIRIT HEALTH IS AN UNRELATED ORGANIZATION, SO COMPENSATION HAS BEEN PRESENTED AS PAID BY BENAROYA RESEARCH INSTITUTE.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
WA ECON DEVEL FIN AUTH-2019 SERIES A
A9114930020000000002019-02-26$25,716,490SEE PART VI0Yes (1)0
WA ECON DEVEL FIN AUTH-2019 SERIES B
B9114930020000000002019-02-26$6,000,000SEE PART VI0Yes (1)0

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtTotal ProceedsTotalProceedsAmtOther Spent ProceedsOtherSpentProceedsAmtRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndCapital ExpendituresCapitalExpendituresAmtSubstantial CompletionSubstantialCompletionYr
A$3,503,018$25,716,490$25,716,490Yes (1)0Yes (1)Yes (1)
B$452,789$6,000,000Yes (1)0Yes (1)Yes (1)$6,000,0002022

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndAny Research AgreementsAnyResearchAgreementsIndEngage Bond Counsel ResearchEngageBondCounselResearchIndPrivate Bus Use By OthersPrivateBusUseByOthersPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A000Yes (1)Yes (1)0.038400.0384000Yes (1)
B000Yes (1)Yes (1)0.038400.0384000Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A0Yes (1)00Yes (1)000Yes (1)
B0Yes (1)00Yes (1)000Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (1)
BYes (1)

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART 1, LINE A, COLUMN F PURPOSES:TO REFUND WEDFA SERIES 2012 B BONDS ISSUED 06/01/2012, AND WEDFA SERIES 2016 BONDS ISSUED ON 06/01/2016.
PART 1, LINE B, COLUMN F PURPOSES:TO FUND RESEARCH FACILITY IMPROVEMENTS AND EQUIPMENT PURCHASES ON A DRAW-DOWN BASIS OVER A THREE-YEAR PERIOD ENDING IN 2022.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART III, LINE 4:AT BRI, WE INTEGRATE THREE TYPES OF MEDICAL RESEARCH - LABORATORY RESEARCH, TRANSLATIONAL RESEARCH, AND CLINICAL RESEARCH - TO IMPROVE LIVES. ALL OUR SCIENTISTS COLLABORATE TO EXPLORE BASIC SCIENCE AS WELL AS CLINICAL APPLICATIONS, WHICH WE BELIEVE IS THE BEST WAY TO DESIGN STUDIES WITH THE HIGHEST POTENTIAL FOR SUCCESS. AT BRI, DISCOVERY STARTS IN THE LABORATORY BUT IS SPARKED BY THE NEEDS AND EXPERIENCES OF PATIENTS.
FORM 990, PART III, LINE 1:BENAROYA RESEARCH INSTITUTE AT VIRGINIA MASON (BRI) IS ONE OF THE FEW RESEARCH INSTITUTES IN THE WORLD DEVOTED TO FINDING CAUSES AND CURES FOR AUTOIMMUNE AND IMMUNE SYSTEM DISEASES, INCLUDING TYPE 1 DIABETES, MULTIPLE SCLEROSIS, RHEUMATOID ARTHRITIS, LUPUS, INFLAMMATORY BOWEL DISEASE, CANCERS, ALLERGIES AND INFECTIOUS DISEASES. BRI IS AFFILIATED WITH COMMONSPIRIT HEALTH AND VIRGINIA MASON FRANCISCAN HEALTH, WHICH PROVIDES GOVERNANCE AND OVERSIGHT, AND THE VIRGINIA MASON FOUNDATION, WHICH PROVIDES DEVELOPMENT SUPPORT. BRI'S BOLD MISSION IS TO ADVANCE THE SCIENCE TO PREDICT, PREVENT, REVERSE AND CURE DISEASES OF THE IMMUNE SYSTEM TO ACHIEVE OUR VISION OF A HEALTHY IMMUNE SYSTEM FOR EVERYONE. BRI IS LED BY PRESIDENT JANE H. BUCKNER, MD, AND EXECUTIVE DIRECTOR/COO MARGARET MCCORMICK, PHD. DISCOVERIES AT BRI ARE ACCELERATED BY OUR TALENTED RESEARCHERS, COLLABORATIVE CULTURE AND APPLICATION OF NEW TECHNOLOGIES AND DATA ANALYTICS IN A QUEST TO UNDERSTAND WHAT CAN CAUSE THE IMMUNE SYSTEM TO FALL OUT OF BALANCE AND HOW TO RESTORE IT TO HEALTH. TO THAT END, OUR SCIENTIFIC ACTIVITIES ARE ORGANIZED INTO FOUR CENTERS OF DISCOVERY TO FACILITATE KNOWLEDGE SHARING AND FOR CENTERS AND CORE LABS TO BUILD ON DISCOVERIES FROM INDIVIDUAL LABS: - TRANSLATIONAL IMMUNOLOGY, DIRECTED BY KAREN CEROSALETTI, PHD - INTERVENTIONAL IMMUNOLOGY, DIRECTED BY CARLA GREENBAUM, MD - FUNDAMENTAL IMMUNOLOGY, DIRECTED BY DANIEL CAMPBELL, PHD - SYSTEMS IMMUNOLOGY, DIRECTED BY ADAM LACY-HULBERT, PHD THE CENTER FOR TRANSLATIONAL IMMUNOLOGY (CTI) INVOLVES STUDYING BLOOD AND TISSUE SAMPLES FROM PEOPLE WITH IMMUNE SYSTEM DISEASES INCLUDING AUTOIMMUNE DISEASES, ALLERGIES, INFECTIOUS DISEASES AND CANCER. CTI USES ADVANCED SYSTEMS IMMUNOLOGY TOOLS TO EXAMINE GENES, CELLS AND MOLECULES INVOLVED IN THESE DISEASES. ITS STUDIES AIM TO DISCOVER HOW DISEASES START AND PROGRESS; IDENTIFY BIOLOGICAL CHARACTERISTICS TIED TO CERTAIN DISEASES OR RESPONSE TO THERAPY; AND TO FIND NEW DRUG TARGETS. THE BRI BIOREPOSITORY IS A COLLECTION OF BLOOD, SERUM AND TISSUE SAMPLES AND MEDICAL HISTORIES FROM VOLUNTEERS WITH AND WITHOUT DISEASE. BRI SCIENTISTS AND PHYSICIAN COLLABORATORS WORK TOGETHER TO STUDY TISSUE, BLOOD AND SERUM SAMPLES ALONG WITH THE MEDICAL AND DEMOGRAPHIC DATA. BRI'S BIOREPOSITORIES DATE BACK TO 2000 AND INCLUDE MULTIPLE DISEASE CATEGORIES AND A BIOREPOSITORY OF HEALTHY PEOPLE FOR PURPOSES OF COMPARISON. THE CENTER FOR INTERVENTIONAL IMMUNOLOGY (CII) USES SMALL AND LARGE-SCALE CLINICAL STUDIES TO TRANSLATE LAB DISCOVERIES TO PATIENT THERAPIES. CII STUDIES ENCOMPASS ALL PHASES OF CLINICAL RESEARCH, FROM BRI'S BIOREPOSITORIES, WHICH ENROLL INDIVIDUALS WITH AND WITHOUT IMMUNE SYSTEM DISEASES, TO MULTI-CENTER CLINICAL TRIALS OF DISEASE-MODIFYING THERAPIES. INVESTIGATOR-INITIATED STUDIES OF SHORT-COURSE IMMUNOTHERAPY OR VACCINES SHOW HOW PERTURBING THE IMMUNE SYSTEM CAN REVEAL THE DIFFERENTIAL FUNCTIONS OF THE IMMUNE SYSTEM IMPACTED BY DISEASE. THE IMMUNE TOLERANCE NETWORK, A GLOBAL CONSORTIUM FOCUSED ON CONDUCTING CLINICAL TRIALS TO PROMOTE TOLERANCE IN AUTOIMMUNITY, ORGAN TRANSPLANT AND ALLERGY/ASTHMA IS PART OF THIS CENTER. THE CENTER FOR FUNDAMENTAL IMMUNOLOGY (CFI) INVESTIGATES THE IMMUNE SYSTEM TO UNDERSTAND HOW IT WORKS IN HEALTH AND DISEASE. INVESTIGATORS IN THE CFI LOOK AT THE CELLULAR AND MOLECULAR PATHWAYS THAT CONTROL THE IMMUNE SYSTEM, FOCUSING ON GENES, CELLS AND MOLECULES TO BUILD COMPLEX MODELS OF AUTOIMMUNE AND INFLAMMATORY DISEASES TO STUDY THEM IN PRECISE DETAIL. THE CENTER FOR SYSTEMS IMMUNOLOGY (CSI) USES THE LATEST COMPUTATIONAL TOOLS TO COLLECT, PROCESS AND EXAMINE DATA FROM STUDIES ACROSS BRI AND AROUND THE WORLD. CSI SELECTS AND IMPLEMENTS NEW TECHNOLOGIES AND DEVELOPS APPROACHES TO ORGANIZE AND ANALYZE LARGE DATA SETS. ITS GOAL IS TO MAKE NEW INSIGHTS ABOUT THE IMMUNE SYSTEM AND THE DISEASES THAT AFFECT IT. EXTERNAL AND ACADEMIC AFFAIRS AT BRI WE BUILD THE NEXT GENERATION OF LEADERS IN IMMUNOLOGY BY WORKING ACROSS OUR CENTERS WITH INTERNS, GRADUATE STUDENTS AND POSTDOCS. WE ALSO TEAM UP WITH OTHER RESEARCH INSTITUTES AND INDUSTRY PARTNERS TO TACKLE NEW RESEARCH QUESTIONS AND ACCELERATE DISCOVERIES. JESSICA HAMERMAN, PHD, IS OUR DIRECTOR FOR ACADEMIC AFFAIRS AND STEVEN ZIEGLER, PHD IS OUR DIRECTOR OF EXTERNAL COLLABORATION. IN 2024, BRI'S SUSANA OROZCO, PHD, WAS AWARDED A COMPUTATIONAL SKILLS GRANT FROM THE AMERICAN ASSOCIATION OF IMMUNOLOGISTS (AAI). WITH THIS GRANT, SHE'LL LEARN SOME OF THE LATEST COMPUTATIONAL TECHNIQUES FROM BRI'S HANNAH DEBERG, PHD, AND APPLY THEM TO HER RESEARCH STUDYING INFLAMMATORY HEMOPHAGOCYTES A TYPE OF CELL THAT PLAYS A ROLE IN DEADLY COMPLICATIONS OF RHEUMATIC DISEASES AND MALARIA. BRI PRESIDENT JANE BUCKNER, MD, RECEIVED AAI'S 2024 STEINMAN AWARD FOR HUMAN IMMUNOLOGY RESEARCH, WHICH RECOGNIZES AN INDIVIDUAL WHO HAS MADE SIGNIFICANT CONTRIBUTIONS TO THE UNDERSTANDING OF IMMUNE PROCESSES UNDERLYING HUMAN DISEASE PATHOGENESIS, PREVENTION OR THERAPY. AAI NAMED BRI'S STEVEN ZIEGLER, PHD, A DISTINGUISHED FELLOW, WHICH ACKNOWLEDGES ACTIVE, LONG-TERM AAI MEMBERS WHO HAVE DEMONSTRATED SIGNIFICANT RESEARCH ACCOMPLISHMENT, EXCEPTIONAL LEADERSHIP TO THE IMMUNOLOGY COMMUNITY, AND/OR DISTINCTION IN EDUCATION AND TEACHING. OVER THE PAST FISCAL YEAR, BRI HAS ALSO ENGAGED WITH MANY LOCAL ORGANIZATIONS THAT ENCOURAGE STUDENTS TO CONSIDER CAREERS IN SCIENCE AND HEALTHCARE. BRI HOSTED VIRTUAL SEMINARS FOR WASHINGTON STATE OPPORTUNITY SCHOLARSHIP (WSOS) STEM, CAREER AND TECHNICAL SCHOLARS. THESE SEMINARS INTRODUCE STUDENTS TO OUR INSTITUTE, WHAT WE DO AND HOW STAFF AND RESEARCHERS WORK TOGETHER TO ADVANCE SCIENCE THAT WILL PREDICT, PREVENT, REVERSE AND CURE DISEASES OF THE IMMUNE SYSTEM. OVER THE PAST FISCAL YEAR, BRI HAS ALSO ENGAGED WITH MANY LOCAL ORGANIZATIONS THAT ENCOURAGE STUDENTS TO CONSIDER CAREERS IN SCIENCE AND HEALTHCARE. BRI STAFF TALK TO STUDENTS ABOUT OUR INSTITUTE, WHAT WE DO AND HOW STAFF AND RESEARCHERS WORK TOGETHER TO ADVANCE SCIENCE THAT WILL PREDICT, PREVENT, REVERSE AND CURE DISEASES OF THE IMMUNE SYSTEM.
FORM 990, PART VI, SECTION A, LINE 1ATHE GOVERNING BODY DELEGATES TO AN EXECUTIVE COMMITTEE COMPRISED OF FOUR OFFICERS OF THE BOARD AND THE CHAIRS OF EACH STANDING BOARD COMMITTEE, THE AUTHORITY OF THE BOARD OF DIRECTORS IN THE MANAGEMENT OF THE CORPORATION AS MAY BE DEEMED BY THE EXECUTIVE COMMITTEE TO BE APPROPRIATE, TO BE EXERCISED IN TIME PERIODS BETWEEN REGULARLY SCHEDULED MEETINGS OF THE BOARD OF DIRECTORS; PROVIDED THAT THE EXECUTIVE COMMITTEE HAS THE AUTHORITY TO ACT ONLY IN TIME SENSITIVE OR EMERGENCY SITUATIONS. THE DIRECTOR AND THE EXECUTIVE DIRECTOR OF THE CORPORATION SERVE AS EX OFFICIO MEMBERS OF THE EXECUTIVE COMMITTEE WITHOUT VOTING RIGHTS. THE EXECUTIVE COMMITTEE DOES NOT HAVE THE AUTHORITY TO AMEND, ALTER OR REPEAL THE BYLAWS; ELECT, APPOINT OR REMOVE ANY MEMBER OF SUCH EXECUTIVE COMMITTEE OR ANY DIRECTOR OR OFFICER OF THE CORPORATION; AMEND THE ARTICLES OF INCORPORATION; ADOPT A PLAN OF MERGER OR ADOPT A PLAN OF CONSOLIDATION WITH ANOTHER CORPORATION; AUTHORIZE THE SALE, LEASE OR EXCHANGE OF ALL OR SUBSTANTIALLY ALL THE PROPERTY AND ASSETS OF THE CORPORATION NOT IN THE ORDINARY COURSE OF BUSINESS; AUTHORIZE THE VOLUNTARY DISSOLUTION OF THE CORPORATION OR REVOKE PROCEEDINGS THEREFORE; ADOPT A PLAN FOR THE DISTRIBUTION OF THE ASSETS OF THE CORPORATION; OR AMEND, ALTER OR REPEAL ANY RESOLUTION OF THE BOARD WHICH BY ITS TERMS PROVIDES THAT IT SHALL NOT BE AMENDED, ALTERED OR REPEALED BY SUCH EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE ALSO SERVES AS THE PLANNING COMMITTEE FOR THE BOARD OF DIRECTORS AND OVERSEES ANY COMPLIANCE ISSUES RAISED BY THE BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION A, LINE 6ACCORDING TO THE BYLAWS OF BENAROYA RESEARCH INSTITUTE AT VIRGINIA MASON THE ENTITY'S SOLE MEMBER IS VIRGINIA MASON FRANCISCAN HEALTH, A WASHINGTON NONPROFIT CORPORATION.
FORM 990, PART VI, SECTION A, LINE 7AVIRGINIA MASON FRANCISCAN HEALTH ("VMFH") IS THE SOLE CORPORATE MEMBER OF BENAROYA RESEARCH INSTITUTE AT VIRGINIA MASON ("BRI"). ACCORDING TO THE ORGANIZATION'S BYLAWS, DIRECTORS SHALL BE APPOINTED OR REFUSED BY THE CORPORATE MEMBER. THE CORPORATE MEMBER MAY APPOINT ONE OR MORE INDIVIDUALS TO THE BOARD OF DIRECTORS, AND MAY AT ANY TIME REMOVE, WITH OR WITHOUT CAUSE, ANY MEMBER OF THE BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION A, LINE 7BVIRGINIA MASON FRANCISCAN HEALTH ("VMFH") IS THE SOLE CORPORATE MEMBER OF BENAROYA RESEARCH INSTITUTE AT VIRGINIA MASON ("BRI"). EXCEPT AS OTHERWISE PROVIDED IN THE CORPORATION'S ARTICLES OF INCORPORATION, ELSEWHERE IN THESE BYLAWS, OR IN THE LAWS OF THE STATE OF WASHINGTON, THE CORPORATE MEMBER SHALL HAVE THE SPECIFIC RIGHTS SET FORTH IN THE GOVERNANCE MATRIX. THE RIGHTS OF THE CORPORATE MEMBER SHALL BE FURTHER SUBJECT TO THE POWERS RESERVED TO CSH UNDER THE GOVERNANCE MATRIX (SUBJECT TO THE BYLAWS OF THE CORPORATE MEMBER) AND AS OTHERWISE SET FORTH IN THE BYLAWS OF THE CORPORATE MEMBER. IN ADDITION, SUBJECT TO THE BYLAWS OF THE CORPORATE MEMBER, THE RESERVED POWERS OF CSH SET FORTH IN THE GOVERNANCE MATRIX MAY BE UNILATERALLY EXERCISED BY CSH ON BEHALF OF THE CORPORATION, AT CSH'S SOLE DISCRETION, IF THE CORPORATION'S BOARD OF DIRECTORS FAILS TO ACT UPON SUCH MATTERS DESCRIBED IN THESE BYLAWS, OR IF THE CORPORATION'S BOARD OF DIRECTORS ATTEMPTS TO ACT IN A MANNER THAT CONFLICTS WITH OR OVERRIDES THE ACTIONS OR DESIRES OF CSH WITH RESPECT TO SUCH MATTERS. THE GOVERNANCE MATRIX MAY BE AMENDED FROM TIME TO TIME BY CSH, AND SUCH AMENDMENTS SHALL BE DEEMED TO BE A PART OF THESE BYLAWS WITHOUT FURTHER ACTION. THE CORPORATION SHALL BE DEEMED A "SUBSIDIARY" OF CSH FOR PURPOSES OF THE GOVERNANCE MATRIX. IN ADDITION TO THE RIGHTS RESERVED TO CSH UNDER THE GOVERNANCE MATRIX, CSH SHALL HAVE THE POWER TO TRANSFER ASSETS OF THE CORPORATION OR TO REQUIRE THE CORPORATION TO TRANSFER ASSETS TO CSH, TO THE EXTENT NECESSARY TO ACCOMPLISH CSH'S GOALS AND OBJECTIVES, AND TO PROVIDE FOR THE PAYMENT OF ALL INDEBTEDNESS OF CSH OR AN ENTITY CONTROLLED BY, CONTROLLING, OR UNDER COMMON CONTROL WITH CSH (FOR PURPOSES OF THIS SECTION, A "CSH AFFILIATE"), ISSUED OR INCURRED BY OR ON BEHALF OF CSH OR A CSH AFFILIATE IN FURTHERANCE OF CSH'S GOALS AND OBJECTIVES. THE CORPORATION SHALL NOT BE REQUIRED TO VIOLATE ITS CHARITABLE PURPOSES, THESE BYLAWS OR ITS ARTICLES OF INCORPORATION, THE TERMS OF ANY RESTRICTED GIFTS, OR THE COVENANTS OF ITS DEBT INSTRUMENTS OR OTHER CONTRACTS AS A RESULT OF ANY ASSET TRANSFERS MADE OR DIRECTED BY CSH. EXCEPT FOR TRANSFERS PREVIOUSLY APPROVED BY CSH, EITHER INDIVIDUALLY OR AS PART OF THE CSH HEALTHCARE SYSTEM BUDGET PROCESS, AND EXCEPT FOR TRANSFERS TO AN AFFILIATE OR SUBSIDIARY OF THE CORPORATION, THE CORPORATION SHALL NOT TRANSFER ASSETS TO ENTITIES OTHER THAN CSH OR CSH AFFILIATES WITHOUT THE APPROVAL OF CSH.
FORM 990, PART VI, SECTION B, LINE 11BNO REVIEW WAS OR WILL BE CONDUCTED.
FORM 990, PART VI, SECTION B, LINE 12CTHE ORGANIZATION HAS A CONFLICTS OF INTEREST ("COI") POLICY (THE "POLICY") IN PLACE TO PROTECT THE INTERESTS OF COMMONSPIRIT HEALTH ("COMMONSPIRIT") IN CIRCUMSTANCES THAT MAY RESULT IN A CONFLICT BETWEEN PERSONAL INTERESTS OF A PERSON AND THE INTERESTS OF THE ORGANIZATION AND THOSE IT SERVES. COMMONSPIRIT'S COI POLICY APPLIES TO COMMONSPIRIT, ITS DIRECT AFFILIATES AND SUBSIDIARIES AND ANY RELATED ENTITY THE GOVERNING DOCUMENTS OF WHICH REQUIRE THE ENTITY TO COMPLY WITH COMMONSPIRIT POLICY (COLLECTIVELY THE "SYSTEM ENTITIES"). THE FOLLOWING PERSONS ARE REQUIRED TO DISCLOSE ACTUAL OR POTENTIAL CONFLICTS OF INTEREST AT LEAST ANNUALLY (VIA A FORMAL SYSTEM-ADMINISTERED SURVEY) IF THE PERSON'S AFFILIATION WITH COMMONSPIRIT CONTINUES: - MEMBERS OF CORPORATE AND COMMUNITY BOARDS OF SYSTEM ENTITIES - MEMBERS OF COMMITTEES OF CORPORATE AND COMMUNITY BOARDS OF SYSTEM ENTITIES - MEMBERS OF THE EXECUTIVE LEADERSHIP TEAM ("ELT") OF COMMONSPIRIT - CORPORATE OFFICERS OF SYSTEM ENTITIES - EMPLOYED PHYSICIANS AND ADVANCED PRACTICE PROVIDERS - KEY EMPLOYEES AND HIGHEST COMPENSATED EMPLOYEES AS SPECIFIED BY THE INTERNAL REVENUE SERVICE FOR FORM 990 PURPOSES WHO ARE NOT OTHERWISE INCLUDED IN THE CATEGORIES ABOVE - EMPLOYEES OF SYSTEM ENTITIES AT THE VICE PRESIDENT LEVEL AND ABOVE - ALL INDIVIDUALS ENGAGED IN RESEARCH AT INSTITUTIONS OWNED OR OPERATED BY A SYSTEM ENTITY - SELECT EMPLOYEES AS DETERMINED FROM TIME TO TIME BY LEADERSHIP DISCLOSURE, REVIEW, AND MANAGEMENT OF PERCEIVED, POTENTIAL, OR ACTUAL CONFLICTS OF INTEREST ARE ACCOMPLISHED THROUGH A DEFINED COI DISCLOSURE REVIEW PROCESS. EACH PERSON IS REQUIRED TO PROMPTLY AND FULLY DISCLOSE ANY SITUATION OR CIRCUMSTANCE THAT MAY CREATE A CONFLICT OF INTEREST AS SOON AS SHE/HE BECOMES AWARE OF IT. IN ADDITION, AT THE INCEPTION OF AN INDIVIDUAL'S RELATIONSHIP WITH COMMONSPIRIT (E.G. HIRING, BOARD APPOINTMENT), AND FOR CERTAIN POSITIONS, ANNUALLY THEREAFTER, WRITTEN CONFLICT OF INTEREST DISCLOSURE FORMS MUST BE COMPLETED. A FAILURE TO DISCLOSE MAY RESULT IN DISCIPLINARY OR CORRECTIVE ACTIONS. REPORTED POTENTIAL OR ACTUAL CONFLICTS OF INTEREST ARE INITIALLY REVIEWED BY LEGAL, CORPORATE RESPONSIBILITY OR RESEARCH INTEGRITY STAFF. IF NECESSARY, A CONFLICT OF INTEREST MANAGEMENT PLAN IS DEVELOPED, WHICH PLAN SHALL BE SUBJECT TO ACCEPTANCE BY THE APPROPRIATE DIRECT MANAGER, SUPERVISOR, MEDICAL STAFF OFFICE, BOARD OR BOARD COMMITTEE (FOR BOARD, BOARD COMMITTEE, ELT OR CORPORATE OFFICER CONFLICTS), OR OTHER APPROPRIATE INDIVIDUAL OR BODY. ONCE ACCEPTED, THE CONFLICT OF INTEREST MANAGEMENT PLAN IS COMMUNICATED TO THE PERSON WITH THE ACTUAL OR POTENTIAL CONFLICT AND THE INDIVIDUAL MUST CONDUCT THEMSELVES IN CONFORMITY WITH THE PLAN. IN THE EVENT THAT A TRANSACTIONAL CONFLICT INTEREST ARISES IN CONNECTION WITH A SYSTEM ENTITY BOARD MEETING, THE CONFLICTED INDIVIDUAL MUST DISCLOSE THAT CONFLICT PRIOR TO OR AT THE BEGINNING OF THE MEETING IN WHICH THE MATTER IS TO BE CONSIDERED. THE CONFLICTED INDIVIDUAL IS EXCLUDED FROM VOTING ON THE TRANSACTION AND IS PROHIBITED FROM USING PERSONAL INFLUENCE WITH RESPECT TO THE MATTER, BUT IS NOT PROHIBITED FROM PROVIDING INPUT IF REQUESTED TO DO SO.
FORM 990, PART VI, SECTION B, LINE 15THE VMMC COMPENSATION AND BENEFITS BOARD COMMITTEE, A COMMITTEE COMPOSED SOLELY OF INDEPENDENT DIRECTORS NONE OF WHOM HAVE A CONFLICT OF INTEREST, IS ACCOUNTABLE FOR SETTING REASONABLE TOTAL COMPENSATION PACKAGES THE PRESIDENT AND CHIEF EXECUTIVE CONSISTENT WITH BRI'S COMPENSATION PHILOSOPHY AND PRINCIPLES. THE COMMITTEE APPROVES ANNUAL GOALS AND PERFORMANCE CRITERIA WHICH ARE USED IN DETERMINING MERIT INCREASES AND VARIABLE COMPENSATION OPPORTUNITIES. THE COMMITTEE ASSESSES PERFORMANCE AGAINST THESE GOALS. THE COMMITTEE SELECTS AND ENGAGES A QUALIFIED INDEPENDENT COMPENSATION CONSULTANT TO REVIEW AND ANALYZE THE TOTAL COMPENSATION AND BENEFITS PACKAGES OF THE EXECUTIVES. THE COMMITTEE AS PART OF ITS ANALYSIS OBTAINS FROM THE COMPENSATION CONSULTANT APPROPRIATE COMPARABILITY DATA INCLUDING TOTAL COMPENSATION PAID BY SIMILARLY SITUATED ORGANIZATIONS FOR POSITIONS THAT ARE FUNCTIONALLY COMPARABLE TO EACH OF THE EXECUTIVES. THE COMMITTEE WILL CONSIDER THE SIGNIFICANT TERMS OF THE AGREEMENT WITH EACH EXECUTIVE INCLUDING THE TOTAL COMPENSATION TO BE PAID AND THE EMPLOYEE'S DUTIES AND RESPONSIBILITIES. CONSISTENT WITH THE COMPENSATION PHILOSOPHY AND PRINCIPLES, THE COMMITTEE APPROVES TOTAL COMPENSATION PACKAGES FOR EACH OF THE EXECUTIVES BASED ON INFORMATION PRESENTED TO THE COMMITTEE, REASONABLENESS, AND THE BEST INTEREST OF BRI. THE COMMITTEE'S DECISIONS REGARDING COMPENSATION FOR EACH EXECUTIVE ARE DOCUMENTED IN WRITTEN RESOLUTIONS AND MINUTES OF THE COMMITTEE. THE COMMITTEE PROMPTLY REPORTS ITS ACTIONS TO THE VMMC BOARD WHICH REPORTS ARE REFLECTED IN THE BOARD'S MINUTES.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION'S ARTICLES, BYLAWS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1VIRGINIA MASON FRANCISCAN HEALTHBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11149 MARKET STAddressLine1Txt
CityTACOMACityNm
State AbbreviationWAStateAbbreviationCd
ZIP98402ZIPCd
FieldValueIRS element (for citing)
EIN861332353EIN
Primary ActivitiesHEALTH CAREPrimaryActivitiesTxt
Legal Domicile StateWALegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity StatusLINE 12B, IIPublicCharityStatusTxt
Direct Controlling NAN/ADirectControllingNACd
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Affiliated Group Schedule AffiliatedGroupSchedule

Affiliated Schedule AffiliatedScheduleGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINTotal Grassroots LobbyTotalGrassrootsLobbyAmtTotal Direct LobbyTotalDirectLobbyAmtTotal Lobby ExpenditureTotalLobbyExpenditureAmtOther Exempt Purpose ExpendOtherExemptPurposeExpendAmtTotal Exempt Purpose ExpendTotalExemptPurposeExpendAmtLobby NontxLobbyNontxAmtGrassroots NontxGrassrootsNontxAmtTotal Lobby Grssroot Mns NontxTotalLobbyGrssrootMnsNontxAmtTot Lbby Expend Mns Lobby NontxTotLbbyExpendMnsLobbyNontxAmtShare Excess Lobby ExpendShareExcessLobbyExpendAmtElecting OrganizationElectingOrganizationInd
BENAROYA RESEARCH INSTITUTE AT VIRGINIA MASON
1201 NINTH AVENUESEATTLEWA98101910653422$0$0$0$73,646,780$73,646,780$1,000,000$250,000$0$0$0
VIRGINIA MASON MEDICAL CENTER
1100 NINTH AVENUESEATTLEWA98101910565539$169,379$0$169,379$1,201,243,010$1,201,412,389$1,000,000$250,000$0$0$0Yes (X)
VIRGINIA MASON INSTITUTE
1100 NINTH AVENUESEATTLEWA98101263763656$0$0$0$2,778,994$2,778,994$288,950$72,238$0$0$0