LA JOLLA INSTITUTE FOR IMMUNOLOGY: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- LA JOLLA INSTITUTE FOR IMMUNOLOGY (EIN 33-0328688)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202303199349316965
- Schema version
- 2022v5.0
- 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 F
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T14:05:42-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 MONUMENT CIRCLE SUITE 4200 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330328688 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LA JOLLA INSTITUTE FOR IMMUNOLOGY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LAJO | BusinessNameControlTxt |
| Phone | 8587526500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9420 ATHENA CIRCLE | AddressLine1Txt |
| City | LA JOLLA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 920371387 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD STRYJEWSKI | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 8587526500 | PhoneNum |
| Signature | 2023-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RICHARD | PersonFirstNm |
| Person Last | STRYJEWSKI | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHAWNA M JANSONS | PreparerPersonNm |
| PTIN | P01222873 | PTIN |
| Phone | 3174648600 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | RICHARD STRYJEWSKI | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9420 ATHENA CIRCLE | AddressLine1Txt |
| City | LA JOLLA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 920371387 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $96,594,363 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LJI.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1988 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | BIOMEDICAL RESEARCH DEDICATED TO IMPROVING HUMAN HEALTH THROUGH STUDIES OF THE IMMUNE SYSTEM. | ActivityOrMissionDesc |
| Voting Members Governing Body | 22 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 515 | TotalEmployeeCnt |
| Total Volunteers | 151 | TotalVolunteersCnt |
| Total Gross UBI | $105,613 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $31,742 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $73,055,647 | PYContributionsGrantsAmt |
| CY Contributions Grants | $65,156,062 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $23,482,463 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $23,862,556 | CYProgramServiceRevenueAmt |
| PY Investment Income | $733,206 | PYInvestmentIncomeAmt |
| CY Investment Income | $535,315 | CYInvestmentIncomeAmt |
| PY Other Revenue | $4,744,035 | PYOtherRevenueAmt |
| CY Other Revenue | $2,720,548 | CYOtherRevenueAmt |
| PY Total Revenue | $102,015,351 | PYTotalRevenueAmt |
| CY Total Revenue | $92,274,481 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $14,235,330 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $14,115,363 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $39,665,941 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $42,281,594 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $36,876 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,342,499 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $32,038,154 | PYOtherExpensesAmt |
| CY Other Expenses | $35,743,262 | CYOtherExpensesAmt |
| PY Total Expenses | $85,939,425 | PYTotalExpensesAmt |
| CY Total Expenses | $92,177,095 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $16,075,926 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $97,386 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $70,149,069 | TotalAssetsBOYAmt |
| Total Assets EOY | $80,295,864 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $31,055,765 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $43,811,979 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $39,093,304 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $36,483,885 | NetAssetsOrFundBalancesEOYAmt |
| Mission | AT LA JOLLA INSTITUTE FOR IMMUNOLOGY, OUR SCIENTISTS FOCUS ON UNDERSTANDING HOW THE IMMUNE SYSTEM WORKS IN ORDER TO PROMOTE HUMAN HEALTH AND PREVENT DISEASE. OUR DISCOVERIES APPLY TO MANY DISEASES, RANGING FROM DIABETES TO HEART DISEASE, INFECTIOUS DISEASES TO CANCER. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $80,835,101 | ExpenseAmt |
| Grant | $14,115,363 | GrantAmt |
| Revenue | $25,640,719 | RevenueAmt |
| Desc | THE LA JOLLA INSTITUTE FOR IMMUNOLOGY ("LJI") IS A PRIVATE, NONPROFIT MEDICAL RESEARCH ORGANIZATION THAT IS RECOGNIZED AS A WORLD LEADER IN COMPREHENSIVE RESEARCH DEDICATED TO UNDERSTANDING THE INTRICACIES AND POWER OF THE IMMUNE SYSTEM AND APPLYING THAT KNOWLEDGE TOWARD ITS GOAL OF LIFE WITHOUT DISEASE.THE INSTITUTE IS HOME TO 22 INDEPENDENT LABORATORIES, EACH OPERATED BY A LEADING SCIENTIST HANDPICKED FOR THEIR CREATIVITY AND PIONEERING SPIRIT. EACH OF THESE LABS IS DEDICATED TO UNDERSTANDING THE FAR-REACHING INFLUENCE OF THE IMMUNE SYSTEM AND TO TRAIN THE NEXT GENERATION OF SCIENTISTS, TO PROMOTE HUMAN HEALTH AND PREVENT A WIDE RANGE OF DISEASES. | Desc |
| Total Program Service Expenses | $80,835,101 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (1) | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 223 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 515 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 22 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD STRYJEWSKI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8587526500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9420 ATHENA CIRCLE | AddressLine1Txt |
| City | LA JOLLA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 920371387 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (35 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| ANTHONY CARR | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| BARBARA DONNELL | |||||||
| DIRECTOR (START 11/22) | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| BARTON J COHEN | |||||||
| DIRECTOR (END 02/22) | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CAROLEE LEE | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID A BRENNER MD | |||||||
| DIRECTOR (END 06/22) | 2.00 | Yes (X) | $0 | $0 | $2,500 | ||
| DAVID M RICKEY | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID R WEBB PHD | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| EMILY HOLMES ESQ PHD | |||||||
| DIRECTOR (START 06/22) | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ERICA SAPHIRE | |||||||
| PRESIDENT & CEO | 40.00 | Yes (X) | $796,838 | $0 | $104,588 | Yes (X) | |
| FRANOIS FERR PHD | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| FRED MILLER | |||||||
| DIRECTOR (START 08/22) | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| GAIL K NAUGHTON PHD | |||||||
| DIRECTOR, CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| GENEVIVE T JACOBS | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| J MARK WAXMAN JD | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LINDA SHERMAN PHD | |||||||
| DIRECTOR (START 11/22) | 2.00 | Yes (X) | $0 | $0 | $2,500 | ||
| MARK V BOWLES | |||||||
| DIRECTOR (END 02/22) | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL D COIT | |||||||
| DIRECTOR (END 11/22) | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MITCHELL KRONENBERG | |||||||
| CHIEF SCIENTIFIC OFFICER | 40.00 | Yes (X) | $564,853 | $0 | $80,893 | Yes (X) | |
| MITSUO SATOH PHD | |||||||
| DIRECTOR (END 02/22) | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| PAMELA K WASSERMAN MPH | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| PAUL THIEL | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD S BODMAN | |||||||
| DIRECTOR (START 08/22) | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT C DYNES PHD | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT W MAHLEY MD PHD | |||||||
| DIRECTOR (END 11/22) | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SANDOR W SHAPERY JD | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SANDRA SCHMID PHD | |||||||
| DIRECTOR (START 11/22) | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN DAVIS MSW | |||||||
| DIRECTOR (START 11/22) | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS L TULLIE | |||||||
| DIRECTOR (END 08/22) | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| YOSHIFUMI TORII PHD | |||||||
| DIRECTOR (START 06/22) | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD STRYJEWSKI | |||||||
| CFO, TREASURER, & SECRETARY | 40.00 | $271,052 | $0 | $21,166 | Yes (X) | ||
| ALESSANDRO SETTE | |||||||
| DIVISION HEAD/CENTER HEAD/PROF | 40.00 | $800,014 | $0 | $109,069 | Yes (X) | ||
| JOEL MARTIN | |||||||
| MANAGING DIRECTOR, CBO (END 12/22) | 40.00 | $421,434 | $0 | $24,759 | Yes (X) | ||
| MICHAEL CROFT | |||||||
| DIRECTOR, ACADEMIC AFFAIRS | 40.00 | $512,924 | $0 | $76,837 | Yes (X) | ||
| SHANE CROTTY | |||||||
| PROFESSOR | 40.00 | $367,380 | $0 | $80,693 | Yes (X) | ||
| STEPHEN P SCHOENBERGER | |||||||
| PROFESSOR | 40.00 | $336,305 | $0 | $85,204 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,070,800 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $588,209 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 84 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CPA CALINI | |||||
| 11332 TRILLIUM WY | SAN DIEGO | CA | 92131 | ACCOUNTING SERVICES | $349,400 |
| ALLIED UNIVERSAL JANITORIAL SERVICES | |||||
| PO BOX 31001-2374 | PASADENA | CA | 911102374 | COMMERCIAL CLEANING SERVICES | $182,662 |
| ALLIED UNIVERSAL SECURITY SERVICES | |||||
| PO BOX 31001-2374 | PASADENA | CA | 911102374 | SECURITY SERVICES | $158,662 |
| MOSS-ADAMS LLP | |||||
| PO BOX 101822 | PASADENA | CA | 911891822 | ACCOUNTING SERVICES | $120,285 |
| LARRABEE ALBI COKER LLP | |||||
| 9920 PACIFIC HEIGHT BLVD SUITE 300 | SAN DIEGO | CA | 92121 | LEGAL SERVICES | $116,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $21,283 | FederatedCampaignsAmt |
| Government Grants | $48,913,448 | GovernmentGrantsAmt |
| All Other Contributions | $16,221,331 | AllOtherContributionsAmt |
| Noncash Contributions | $2,391,398 | NoncashContributionsAmt |
| Total Contributions | $65,156,062 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RESEARCH REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $23,862,556 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $23,862,556 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $23,862,556 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $448,288 | TotalRevenueColumnAmt |
| Exclusion | $448,288 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $836,772 | TotalRevenueColumnAmt |
| Exclusion | $836,772 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,392,209 | SecuritiesAmt |
| Other | $14,700 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,297,770 | SecuritiesAmt |
| Other | $22,112 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $94,439 | SecuritiesAmt |
| Other | -$7,412 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $87,027 | TotalRevenueColumnAmt |
| Exclusion | $87,027 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| EXTERNAL CORE SERVICES | 900099 | $1,494,566 | $1,494,566 | |
| CONTRACT/TECH. SERVICE | 900099 | $322,888 | $283,096 | $39,792 |
| BUILDING MANAGEMENT | 531312 | $66,322 | $501 | $65,821 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,883,776 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $92,274,481 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $25,640,719 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $105,613 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,372,087 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,021,532 | TotalAmt |
| Program Services | $13,021,532 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,093,831 | TotalAmt |
| Program Services | $1,093,831 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,844,389 | TotalAmt |
| Program Services | $1,542,181 | ProgramServicesAmt |
| Management And General | $260,634 | ManagementAndGeneralAmt |
| Fundraising | $41,574 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $366,901 | TotalAmt |
| Program Services | $321,340 | ProgramServicesAmt |
| Management And General | $40,224 | ManagementAndGeneralAmt |
| Fundraising | $5,337 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,503,569 | TotalAmt |
| Program Services | $26,256,366 | ProgramServicesAmt |
| Management And General | $4,540,396 | ManagementAndGeneralAmt |
| Fundraising | $706,807 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,779,396 | TotalAmt |
| Program Services | $2,371,546 | ProgramServicesAmt |
| Management And General | $340,995 | ManagementAndGeneralAmt |
| Fundraising | $66,855 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,699,270 | TotalAmt |
| Program Services | $3,156,437 | ProgramServicesAmt |
| Management And General | $453,851 | ManagementAndGeneralAmt |
| Fundraising | $88,982 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,088,069 | TotalAmt |
| Program Services | $1,781,665 | ProgramServicesAmt |
| Management And General | $256,178 | ManagementAndGeneralAmt |
| Fundraising | $50,226 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $575,174 | TotalAmt |
| Program Services | $4,399 | ProgramServicesAmt |
| Management And General | $570,775 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $316,217 | TotalAmt |
| Management And General | $316,217 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,876 | TotalAmt |
| Fundraising | $36,876 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,444 | TotalAmt |
| Management And General | $48,444 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,678,701 | TotalAmt |
| Program Services | $1,850,760 | ProgramServicesAmt |
| Management And General | $731,156 | ManagementAndGeneralAmt |
| Fundraising | $96,785 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $239,312 | TotalAmt |
| Program Services | $69,581 | ProgramServicesAmt |
| Management And General | $150,267 | ManagementAndGeneralAmt |
| Fundraising | $19,464 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $581,166 | TotalAmt |
| Program Services | $468,549 | ProgramServicesAmt |
| Management And General | $104,653 | ManagementAndGeneralAmt |
| Fundraising | $7,964 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,990,886 | TotalAmt |
| Program Services | $1,605,097 | ProgramServicesAmt |
| Management And General | $358,506 | ManagementAndGeneralAmt |
| Fundraising | $27,283 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,490,876 | TotalAmt |
| Program Services | $6,875,043 | ProgramServicesAmt |
| Management And General | $585,106 | ManagementAndGeneralAmt |
| Fundraising | $30,727 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,287,988 | TotalAmt |
| Program Services | $1,028,853 | ProgramServicesAmt |
| Management And General | $158,614 | ManagementAndGeneralAmt |
| Fundraising | $100,521 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $209,914 | TotalAmt |
| Program Services | $58,734 | ProgramServicesAmt |
| Management And General | $144,542 | ManagementAndGeneralAmt |
| Fundraising | $6,638 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $299,312 | TotalAmt |
| Management And General | $299,312 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,206,153 | TotalAmt |
| Program Services | $4,931,273 | ProgramServicesAmt |
| Management And General | $274,880 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $337,720 | TotalAmt |
| Program Services | $309,963 | ProgramServicesAmt |
| Management And General | $26,384 | ManagementAndGeneralAmt |
| Fundraising | $1,373 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| LAB SUPPLIES & SERVICE | $10,898,511 | $10,898,228 | $283 | |
| MINOR EQUIPMENT AND REP | $2,842,049 | $2,825,966 | $14,920 | $1,163 |
| UBI TAXES | $66,866 | $66,866 | ||
| DUES | $54,782 | $1,184 | $47,074 | $6,524 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $619,191 | TotalAmt |
| Program Services | $362,573 | ProgramServicesAmt |
| Management And General | $209,218 | ManagementAndGeneralAmt |
| Fundraising | $47,400 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,177,095 | TotalAmt |
| Program Services | $80,835,101 | ProgramServicesAmt |
| Management And General | $9,999,495 | ManagementAndGeneralAmt |
| Fundraising | $1,342,499 | 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 | $12,068,969 | BOYAmt |
| EOY | $10,292,943 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,121,362 | BOYAmt |
| EOY | $15,887,922 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $253,077 | BOYAmt |
| EOY | $218,077 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $833,153 | BOYAmt |
| EOY | $864,200 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,531,961 | BOYAmt |
| EOY | $1,009,770 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $48,603,483 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $30,342,367 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,225,010 | BOYAmt |
| EOY | $18,261,116 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,115,537 | BOYAmt |
| EOY | $20,582,213 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $13,179,623 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,149,069 | BOYAmt |
| EOY | $80,295,864 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,337,836 | BOYAmt |
| EOY | $21,347,012 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,932,291 | BOYAmt |
| EOY | $878,598 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,785,638 | BOYAmt |
| EOY | $6,889,517 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $14,696,852 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,055,765 | BOYAmt |
| EOY | $43,811,979 | 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 | $24,652,691 | BOYAmt |
| EOY | $20,114,800 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,440,613 | BOYAmt |
| EOY | $16,369,085 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,093,304 | BOYAmt |
| EOY | $36,483,885 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,149,069 | BOYAmt |
| EOY | $80,295,864 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $97,386 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$2,706,805 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Medical Research Organization | Yes (X) | MedicalResearchOrganizationInd |
Hospital Name And Address HospitalNameAndAddressGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE UNIVERSITY OF CALIFORNIA SAN DIEGO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
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 | $2,000,200 | BeginningYearBalanceAmt |
| Contributions | $100,200 | ContributionsAmt |
| Investment Earnings Or Losses | -$213,847 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,886,553 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $0 | BeginningYearBalanceAmt |
| Contributions | $2,000,200 | ContributionsAmt |
| End Year Balance | $2,000,200 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $49,211 | OtherCostOrOtherBasisAmt |
| Depreciation | $49,211 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,264,564 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,725,046 | DepreciationAmt |
| Book Value | $3,539,518 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $37,881,460 | OtherCostOrOtherBasisAmt |
| Depreciation | $23,568,110 | DepreciationAmt |
| Book Value | $14,313,350 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $408,248 | OtherCostOrOtherBasisAmt |
| Book Value | $408,248 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $18,261,116 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RIGHT OF USE OPERATING LEASE ASSETS | Desc |
| Book Value | $13,179,623 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $13,179,623 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OPERATING LEASE LIABILITIES | Desc |
| Amt | $14,696,852 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $14,696,852 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $89,686,815 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$2,706,805 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $119,139 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | -$2,587,666 | RevenueNotReportedAmt |
| Revenue Subtotal | $92,274,481 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $92,274,481 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $92,296,234 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $119,139 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $119,139 | ExpensesNotReportedAmt |
| Expenses Subtotal | $92,177,095 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $92,177,095 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE DISTRIBUTION OF ENDOWMENT FUNDS WILL BE USED TO SUPPORT RESEARCH CONSISTENT WITH LJI'S MISSION. |
| PART X, LINE 2: | THE INSTITUTE IS SUBJECT TO FEDERAL AND STATE INCOME TAXES ON UNRELATED BUSINESS INCOME AS DEFINED UNDER IRC SECTIONS 511 THROUGH 515. FOR EACH OF THE YEARS ENDED DECEMBER 31, 2022 AND 2021, TAXES ARE RECORDED WHEN PAID AND NO PROVISION FOR INCOME TAX HAS BEEN MADE. THE INSTITUTE HAD NO UNRECOGNIZED TAX BENEFITS OR LIABILITIES AS OF DECEMBER 31, 2022 AND 2021. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICES | RESEARCH | $706,240 |
| NORTH AMERICA | 0 | 0 | PROGRAM SERVICES | RESEARCH | $96,878 |
| SOUTH AMERICA | 0 | 0 | PROGRAM SERVICES | RESEARCH | $147,196 |
| SOUTH ASIA | 0 | 0 | PROGRAM SERVICES | RESEARCH | $143,517 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $1,093,831 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $1,093,831 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (11 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Non Cash AssistanceNonCashAssistanceAmt |
|---|---|---|---|---|
| EUROPE (INCLUDING ICELAND & GREENLAND) | SUBRECIPIENT AWARD | $66,582 | ELECTRONIC FUND/WIRE TRANSFER | $0 |
| SOUTH ASIA | SUBRECIPIENT AWARD | $143,517 | ELECTRONIC FUND/WIRE TRANSFER | $0 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | SUBRECIPIENT AWARD | $6,054 | ELECTRONIC FUND/WIRE TRANSFER | $0 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | SUBRECIPIENT AWARD | $6,561 | ELECTRONIC FUND/WIRE TRANSFER | $0 |
| NORTH AMERICA | SUBRECIPIENT AWARD | $96,878 | ELECTRONIC FUND/WIRE TRANSFER | $0 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | SUBRECIPIENT AWARD | $312,570 | ELECTRONIC FUND/WIRE TRANSFER | $0 |
| SOUTH AMERICA | SUBRECIPIENT AWARD | $41,804 | ELECTRONIC FUND/WIRE TRANSFER | $0 |
| SOUTH AMERICA | SUBRECIPIENT AWARD | $105,392 | ELECTRONIC FUND/WIRE TRANSFER | $0 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | SUBRECIPIENT AWARD | $56,046 | ELECTRONIC FUND/WIRE TRANSFER | $0 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | SUBRECIPIENT AWARD | $195,654 | ELECTRONIC FUND/WIRE TRANSFER | $0 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | SUBRECIPIENT AWARD | $62,773 | ELECTRONIC FUND/WIRE TRANSFER | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 11 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | LJI DOES NOT ACT AS A PRIMARY GRANT MAKER. LJI ISSUES SUBCONTRACTS SPECIFICALLY APPROVED UNDER THE PRIMARY GRANTS AND CONTRACTS RECEIVED BY LJI. ALL SUCH SUBCONTRACTS, WHETHER FOREIGN OR DOMESTIC ARE MONITORED BY LJI STAFF FOR COMPLIANCE WITH APPLICABLE REGULATIONS. PAYMENTS TO THE SUBRECIPIENTS ARE MADE IN ACCORDANCE WITH A DETAILED BUDGET AND SCOPE OF WORK. ADDITIONALLY, SCIENTIFIC REPORTS FROM SUBCONTRACTORS ARE RECEIVED AND REVIEWED BY LJI INVESTIGATORS. |
| PART III ACCOUNTING METHOD: | |
| PART I, LINE 3: | ACCRUAL METHOD OF ACCOUNTING. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARTS & LUNDY INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 160 CHUB AVE SUITE 303 | AddressLine1Txt |
| City | LYNDHURST | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07071 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | STRATEGIC CONSULTING FOR FUNDRAISING | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $36,876 | GrossReceiptsAmt |
| Retained By Contractor | $0 | RetainedByContractorAmt |
| Net To Organization | $36,876 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $36,876 | TotalGrossReceiptsAmt |
| Total Net To Organization | $36,876 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | TX | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | VT | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (31 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|
| ALBANY COLLEGE OF PHARMACY AND HEALTH | |||||||||
| FINANCE DEPARTMENT 106 NEW SCOTLAND | AVE | ALBANY | NY | 12208 | 141423161 | 501(C)(3) | $67,569 | $0 | SUBRECIPIENT AWARD |
| ARKANSAS CHILDREN'S RESEARCH INSTITUTE | |||||||||
| GRANT ACCOUNTANT FINANCIAL SERVICES | SLOT 663 1 CHILDRENS WAY | LITTLE ROCK | AR | 722023591 | 710694931 | 501(C)(3) | $13,480 | $0 | SUBRECIPIENT AWARD |
| CEDARS-SINAI MEDICAL CENTER | |||||||||
| OFFICE OF RESEARCH ADMINISTRATIONA | 6500 WILSHIRE BLVD STE 1800 | LOS ANGELES | CA | 90048 | 951644600 | 501(C)(3) | $120,142 | $0 | SUBRECIPIENT AWARD |
| EMORY UNIVERSITY | |||||||||
| PO BOX 935084 | ATLANTA | GA | 311935084 | 580566256 | 501(C)(3) | $836,435 | $0 | SUBRECIPIENT AWARD | |
| FRED HUTCHINSON CANCER RESEARCH CENTER | |||||||||
| 1100 FAIRVIEW AVE N MS J6-330 PO | BOX 19024 | SEATTLE | WA | 981091024 | 237156071 | 501(C)(3) | $1,915,178 | $0 | SUBRECIPIENT AWARD |
| ICAHN SCHOOL OF MEDICINE | |||||||||
| ATTN RAJ APPAVU BOX 3500 ONE | GUSTAVE L LEVY PL | NEW YORK | NY | 10029 | 136171197 | 501(C)(3) | $329,479 | $0 | SUBRECIPIENT AWARD |
| J CRAIG VENTER INSTITUTE | |||||||||
| 4120 CAPRICORN LN FINANCE DEPT | LA JOLLA | CA | 92037 | 521842938 | 501(C)(3) | $18,491 | $0 | SUBRECIPIENT AWARD | |
| JOHNS HOPKINS | |||||||||
| C/O BANK OF AMERICA 12529 | COLLECTIONS CENTER DR | CHICAGO | IL | 60693 | 520595110 | 501(C)(3) | $19,898 | $0 | SUBRECIPIENT AWARD |
| LEE MOFFITT CANCER CENTER & RESEARCH INSTITUTE | |||||||||
| PO BOX 742801 | ATLANTA | GA | 303742801 | 592451713 | 501(C)(3) | $9,214 | $0 | SUBRECIPIENT AWARD | |
| LEIDOS | |||||||||
| PO BOX 223058 | PITTSBURG | PA | 152512058 | 953630868 | $407,537 | $0 | SUBRECIPIENT AWARD | ||
| MASSACHUSETTS GENERAL HOSPITAL | |||||||||
| BANK OF AMERICA NA PO BOX 3829 | BOSTON | MA | 022413829 | 042697983 | 501(C)(3) | $231,377 | $0 | SUBRECIPIENT AWARD | |
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | |||||||||
| CASHIERS OFFICE NE49-3077 255 MAIN | STREET KENDALL CENTER | CAMBRIDGE | MA | 021421493 | 042103594 | 501(C)(3) | $218,876 | $0 | SUBRECIPIENT AWARD |
| OREGON HEALTH & SCIENCE UNIV | |||||||||
| OFFICE OF PROPOSAL AWARD MANAGEMENT | PO BOX 3003 | PORTLAND | OR | 972083003 | 931176109 | 501(C)(3) | $283,828 | $0 | SUBRECIPIENT AWARD |
| PURDUE UNIVERSITY | |||||||||
| SPONSORED PROGRAM SERVICES 23510 | NETWORK PL | CHICAGO | IL | 606731235 | 356002041 | 501(C)(3) | $192,469 | $0 | SUBRECIPIENT AWARD |
| UCLA | |||||||||
| BOX 957089 1125 MURPHY HALL 405 | HILGARD | LOS ANGELES | CA | 900959000 | 943067788 | 501(C)(3) | $249,326 | $0 | SUBRECIPIENT AWARD |
| REGENTS OF THE UNIVERSITY OF MINNESOTA | |||||||||
| NW 5957 - PO BOX 1450 | MINNEAPOLIS | MN | 554855957 | 416007513 | 501(C)(3) | $81,112 | $0 | SUBRECIPIENT AWARD | |
| SEATTLE CHILDREN'S HOSPITAL | |||||||||
| PO BOX 24728 | SEATTLE | WA | 981240728 | 910564748 | 501(C)(3) | $8,436 | $0 | SUBRECIPIENT AWARD | |
| THE REGENTS OF THE UNIVERSITY OF CA- BERKELEY | |||||||||
| CONTRACTS GRANTS ACCOUNTING 2195 | HEARST AVE RM130 MC1103 | BERKELEY | CA | 947201103 | 946002123 | 501(C)(3) | $117,989 | $0 | SUBRECIPIENT AWARD |
| THE SALK INSTITUTE FOR BIOLOGICAL STUDIES | |||||||||
| 10010 N TORREY PINES RD | LA JOLLA | CA | 920371002 | 680480736 | 501(C)(3) | $51,950 | $0 | SUBRECIPIENT AWARD | |
| THE UNIVERSITY OF ALABAMA AT BIRMINGHAM | |||||||||
| 1720 7TH AVE SOUTH SC460A | BIRMINGHAM | AL | 35233 | 636005396 | 501(C)(3) | $32,011 | $0 | SUBRECIPIENT AWARD | |
| THE UNIVERSITY OF TEXAS MEDICAL BRANCH AT GALVESTO | |||||||||
| UTMB AT GALVESTON OSP DEPT 750 | JPMORGAN CHASE BANK NA PO BOX 66012 | DALLAS | TX | 752660120 | 746000949 | 501(C)(3) | $1,100,325 | $0 | SUBRECIPIENT AWARD |
| TULANE UNIVERSITY | |||||||||
| GRANTS AND CONTRACTS ACCOUNTING | 1555 POYDRAS ST STE 805 MAILBOX 871 | NEW ORLEANS | LA | 70112 | 720423889 | 501(C)(3) | $217,865 | $0 | SUBRECIPIENT AWARD |
| UNIVERSITY OF CALIFORNIA SAN DIEGO | |||||||||
| UCSD CAMPUS MAIN DEPOSITORY PO BOX | 741539 | LOS ANGELES | CA | 900741539 | 956006144 | 501(C)(3) | $646,661 | $0 | SUBRECIPIENT AWARD |
| UNIVERSITY OF MEMPHIS | |||||||||
| PO BOX 1000 DEPT 313 | MEMPHIS | TN | 381480313 | 620648618 | 501(C)(3) | $11,517 | $0 | SUBRECIPIENT AWARD | |
| UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL | |||||||||
| LOCKBOX SERVICES PO BOX 402420 | ATLANTA | GA | 303842420 | 566001393 | 501(C)(3) | $59,703 | $0 | SUBRECIPIENT AWARD | |
| UNIVERSITY OF OKLAHOMA | |||||||||
| GRANTS CONTRACTS ACCOUNTING-URP 865 | STE 490 PO BOX 26901 | OKLAHOMA CITY | OK | 731260901 | 731563627 | 501(C)(3) | $49,688 | $0 | SUBRECIPIENT AWARD |
| UNIVERSITY OF VIRGINIA | |||||||||
| OFFICE OF SPONSORED PROGRAMS PO BOX | 400195 | CHARLOTTESVILLE | VA | 229044195 | 546001796 | 501(C)(3) | $264,113 | $0 | SUBRECIPIENT AWARD |
| VANDERBILT UNIVERSITY MEDICAL CENTER | |||||||||
| PO BOX 121236 VUMC FINANCE DEPT | 1236 | DALLAS | TX | 753121236 | 352528741 | 501(C)(3) | $812,898 | $0 | SUBRECIPIENT AWARD |
| WASHINGTON UNIVERSITY | |||||||||
| SPONSORED PROJECT MSC 1034-0423-02 | 7425 FORSYTH BOULEVARD | ST LOUIS | MO | 631051261 | 430653611 | 501(C)(3) | $719,850 | $0 | SUBRECIPIENT AWARD |
| YALE UNIVERSITY | |||||||||
| GRANT AND CONTRACT FINANCIAL | ADMINISTRATION PO BOX 1873 | NEW HAVEN | CT | 065081873 | 060646973 | 501(C)(3) | $295,261 | $0 | SUBRECIPIENT AWARD |
| ZALGEN LABS LLC | |||||||||
| 7495 NEW HORIZON WAY STE 120 | FREDERICK | MD | 21703 | 453554265 | $1,244,056 | $0 | SUBRECIPIENT AWARD | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 29 | Total501c3OrgCnt |
| Total Other Org | 2 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | LJI ISSUES SUBCONTRACTS SPECIFICALLY APPROVED UNDER THE PRIMARY GRANTS AND CONTRACTS RECEIVED BY LJI. ALL SUCH SUBCONTRACTS, WHETHER FOREIGN OR DOMESTIC ARE MONITORED BY LJI STAFF FOR COMPLIANCE WITH APPLICABLE REGULATIONS. PAYMENTS TO THE SUBRECIPIENTS ARE MADE IN ACCORDANCE WITH A DETAILED BUDGET AND SCOPE OF WORK. ADDITIONALLY, SCIENTIFIC REPORTS FROM SUBCONTRACTORS ARE RECEIVED AND REVIEWED BY LJI INVESTIGATORS. LJI ALSO SUPPORTS CERTAIN CHARITIES, WHOSE MISSIONS ARE IN LINE WITH OUR RESEARCH, THROUGH CONTRIBUTIONS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ALESSANDRO SETTE | ||||||||||||||
| DIVISION HEAD/CENTER HEAD/PROF | $544,116 | $0 | $51,139 | $0 | $204,759 | $0 | $73,600 | $0 | $35,469 | $0 | $909,083 | $0 | $0 | $0 |
| ERICA SAPHIRE | ||||||||||||||
| PRESIDENT & CEO | $739,439 | $0 | $0 | $0 | $57,399 | $0 | $66,267 | $0 | $38,321 | $0 | $901,426 | $0 | $0 | $0 |
| MITCHELL KRONENBERG | ||||||||||||||
| CHIEF SCIENTIFIC OFFICER | $547,280 | $0 | $3,574 | $0 | $13,999 | $0 | $66,250 | $0 | $14,643 | $0 | $645,746 | $0 | $0 | $0 |
| MICHAEL CROFT | ||||||||||||||
| DIRECTOR, ACADEMIC AFFAIRS | $508,165 | $0 | $0 | $0 | $4,759 | $0 | $54,498 | $0 | $22,339 | $0 | $589,761 | $0 | $0 | $0 |
| SHANE CROTTY | ||||||||||||||
| PROFESSOR | $365,987 | $0 | $0 | $0 | $1,393 | $0 | $55,229 | $0 | $25,464 | $0 | $448,073 | $0 | $0 | $0 |
| JOEL MARTIN | ||||||||||||||
| MANAGING DIRECTOR, CBO (END 12/22) | $398,849 | $0 | $0 | $0 | $22,585 | $0 | $23,928 | $0 | $831 | $0 | $446,193 | $0 | $0 | $0 |
| STEPHEN P SCHOENBERGER | ||||||||||||||
| PROFESSOR | $327,925 | $0 | $3,621 | $0 | $4,759 | $0 | $49,735 | $0 | $35,469 | $0 | $421,509 | $0 | $0 | $0 |
| RICHARD STRYJEWSKI | ||||||||||||||
| CFO, TREASURER, & SECRETARY | $269,781 | $0 | $0 | $0 | $1,271 | $0 | $6,462 | $0 | $14,704 | $0 | $292,218 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | CERTAIN INDIVIDUALS ARE ALLOWED TO FLY FIRST CLASS FOR APPROPRIATE BUSINESS TRAVEL WITH APPROVAL OF THE PRESIDENT. ONE OFFICER FLEW FIRST CLASS DURING 2022. THIS BENEFIT WAS NOT TREATED AS TAXABLE COMPENSATION TO THE INDIVIDUAL. | ExplanationTxt |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE PART V | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship With Org | SEE PART V | RelationshipWithOrgTxt |
| Loan Purpose | SEE PART V | LoanPurposeTxt |
| Loan From Organization | Yes (X) | LoanFromOrganizationInd |
| Original Principal | $350,000 | OriginalPrincipalAmt |
| Balance Due | $218,077 | BalanceDueAmt |
| Default | 0 | DefaultInd |
| Board Or Committee Approval | Yes (1) | BoardOrCommitteeApprovalInd |
| Written Agreement | Yes (1) | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $218,077 | TotalBalanceDueAmt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| SEE PART V | |||
| SEE PART V | $327,497 | SEE PART V | 0 |
| SEE PART V | |||
| SEE PART V | $39,404 | SEE PART V | 0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCH L, PART II, LOANS TO AND/OR FROM INTERESTED PERSONS: | (A) NAME OF PERSON: ERICA SAPHIRE(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION:PRESIDENT & CEO(C) PURPOSE OF LOAN: FACULTY HOUSING LOAN(D) LOAN TO OR FROM THE ORGANIZATION: FROM(E) ORIGINAL PRINCIPAL AMOUNT $350,000(F) BALANCE DUE: $218,077(G) IN DEFAULT: NO(H) APPROVED BY BOARD OR COMMITTEE: YES(I) WRITTEN AGREEMENT: YES |
| SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: | (A) NAME OF PERSON: HILDE CHEROUTRE(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: SPOUSE OF CHIEF SCIENTIFIC OFFICER (C) AMOUNT OF TRANSACTION: $327,497(D) DESCRIPTION OF TRANSACTION: FULL TIME EMPLOYEE(E) SHARING OF ORGANIZATION REVENUES?: NO |
| SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: | (A) NAME OF PERSON: ANDREW SAPHIRE(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION:SPOUSE OF PRESIDENT & CEO(C) AMOUNT OF TRANSACTION: $39,404(D) DESCRIPTION OF TRANSACTION: FULL TIME EMPLOYMENT(E) SHARING OF ORGANIZATION REVENUES?: NO |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 11 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,391,398 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | NUMBER OF CONTRIBUTIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | SANDOR W. SHAPERY, JD AND THOMAS L. TULLIE HAVE A BUSINESS RELATIONSHIP. |
| FORM 990, PART VI, SECTION A, LINE 4 | THE INSTITUTE'S BYLAWS WERE AMENDED ON JUNE 3, 2022 TO INCLUDE A SECTION ON ESTABLISHING SUBCOMMITTEES. BOARD COMMITTEES MAY SEEK TO ESTABLISH ONE OR MORE SUBCOMMITTEES TO ASSIST IN THE EFFECTIVE CONDUCT OF ITS BUSINESS. THE AUTHORITY OF A SUBCOMMITTEE SHALL BE NO GREATER IN SCOPE THAN THE RESPONSIBILITIES ASSIGNED, AND THE AUTHORITY DELEGATED, TO THE RELATED COMMITTEE. ANY DELEGATION OF AUTHORITY TO A SUBCOMMITTEE, AND ANY CHANGE IN SUCH AUTHORITY SO DELEGATED, SHALL REQUIRE THE APPROVAL OF THE BOARD. |
| FORM 990, PART VI, SECTION A, LINE 7A | PER THE BYLAWS OF THE ORGANIZATION, KYOWA KIRIN, INC. (KIRIN) HAS THE RIGHT TO AN EX OFFICIO POSITION ON THE BOARD AND MAY PROPOSE THE INDIVIDUAL TO SERVE IN SUCH EX OFFICIO CAPACITY, TO BE APPROVED BY THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 11B | A DRAFT OF THE FORM 990 IS PROVIDED TO ALL BOARD MEMBERS PRIOR TO THE ELECTRONIC FILING OF THE TAX RETURN. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE INSTITUTE ADMINISTERS TWO CONFLICT OF INTEREST POLICIES APPLYING TO 1) THE BOARD OF DIRECTORS AND 2) RESEARCHERS AND SENIOR ADMINISTRATION AS REQUIRED UNDER NATIONAL INSTITUTES OF HEALTH REGULATIONS. THE INSTITUTE REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES THESE POLICIES IN ACCORDANCE WITH WRITTEN PROCEDURES, WHICH INCLUDE THE COMPLETION OF DISCLOSURE FORMS BY COVERED INDIVIDUALS, EVALUATION OF COMPLETED FORMS BY A DESIGNATED CONFLICT REVIEW OFFICER, AND AS NECESSARY, FURTHER EVALUATION AND DETERMINATION BY A DESIGNATED CONFLICT REVIEW COMMITTEE. IF A CONFLICT IS DETERMINED, A MANAGEMENT PLAN IS DESIGNED AND MONITORED FOR THE SPECIFIC SITUATION. SUCH PLAN MAY REQUIRE THE COVERED INDIVIDUAL TO ELIMINATE THE CONFLICT. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION DECISIONS FOR THE INSTITUTE'S CEO AND OTHER KEY EMPLOYEES ARE MADE ANNUALLY. ADJUSTMENTS, IF ANY, TYPICALLY TAKE EFFECT ON A JANUARY 1ST CYCLE. FOR THESE PURPOSES, THE INSTITUTE'S HUMAN RESOURCES DEPARTMENT OBTAINS RELEVANT MARKET COMPARABILITY DATA FOR EACH POSITION ON AN ANNUAL BASIS. IN ACCORDANCE WITH ITS CHARTER, THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS AND DISCUSSES THIS INFORMATION, AND THE PERFORMANCE OF THE INSTITUTE'S CEO AND KEY EMPLOYEES, AND FORMULATES RECOMMENDED COMPENSATION ACTIONS TO THE FULL BOARD OF DIRECTORS. THE BOARD OF DIRECTORS REVIEWS THESE RECOMMENDATIONS AND RELATED INFORMATION IN DECIDING COMPENSATION LEVELS FOR EACH POSITION. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE INSTITUTE MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART VII, SECTION A | REPORTABLE COMPENSATION PAID TO DAVID A. BRENNER, MD AND LINDA SHERMAN, PHD WERE $2,500 HONORARIUM PAYMENTS FOR PARTICIPATION ON THE LJI SCIENTIFIC ADVISORY BOARD. |