ACCESS TO ADVANCED HEALTH INSTITUTE: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ACCESS TO ADVANCED HEALTH INSTITUTE (EIN 91-1608978)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202333199349317753
- 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 J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T14:22:14-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 911194016 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARK NUBER PS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10900 NE 4TH STREET SUITE 1400 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98004 | 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 | 911608978 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ACCESS TO ADVANCED HEALTH INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ACCE | BusinessNameControlTxt |
| Phone | 2063810883 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1616 EASTLAKE AVE E 400 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98102 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JERRY KUO | PersonNm |
| Person Title | COO & CFO | PersonTitleTxt |
| Phone | 2063810883 | PhoneNum |
| Signature | 2023-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JERRY | PersonFirstNm |
| Person Last | KUO | 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 | MEGAN R RYAN | PreparerPersonNm |
| PTIN | P00737884 | PTIN |
| Phone | 4254544919 | PhoneNum |
| Preparation | 2023-11-14 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | 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
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INFECTIOUS DISEASE RESEARCH INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JERRY KUO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1616 EASTLAKE AVE E 400 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $51,810,699 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.AAHI.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1993 | FormationYr |
| Legal Domicile State | WA | LegalDomicileStateCd |
| Activity Or Mission | DEVELOP VACCINES, ADJUVANTS, DIAGNOSTICS & DRUGS TO PREVENT, DETECT & TREAT INFECTIOUS DISEASES OF GLOBAL IMPORTANCE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 5 | VotingMembersIndependentCnt |
| Total Employee | 79 | TotalEmployeeCnt |
| Total Volunteers | 5 | TotalVolunteersCnt |
| Total Gross UBI | $30,750 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $15,171 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,701,932 | PYContributionsGrantsAmt |
| CY Contributions Grants | $33,420,108 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $12,880,960 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $17,386,494 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,746 | PYInvestmentIncomeAmt |
| CY Investment Income | $61,987 | CYInvestmentIncomeAmt |
| PY Other Revenue | $5,672,516 | PYOtherRevenueAmt |
| CY Other Revenue | $317,665 | CYOtherRevenueAmt |
| PY Total Revenue | $25,258,154 | PYTotalRevenueAmt |
| CY Total Revenue | $51,186,254 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $7,522,915 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $9,652,019 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $14,774,847 | PYOtherExpensesAmt |
| CY Other Expenses | $11,710,438 | CYOtherExpensesAmt |
| PY Total Expenses | $22,297,762 | PYTotalExpensesAmt |
| CY Total Expenses | $21,362,457 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,960,392 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $29,823,797 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $16,228,599 | TotalAssetsBOYAmt |
| Total Assets EOY | $42,840,477 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $19,979,338 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $16,927,712 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$3,750,739 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $25,912,765 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | AAHI IS A NONPROFIT BIOTECH RESEARCH INSTITUTE, BRINGING TOGETHER THE BEST EXPERTS, TECHNOLOGIES, AND PLATFORMS TO CREATE ACCESSIBLE, HIGH-QUALITY PRODUCTS AND SOLUTIONS FOR HARNESSING THE IMMUNE SYSTEM TO ALLEVIATE DISEASE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,430,705 | ExpenseAmt |
| Revenue | $7,821,670 | RevenueAmt |
| Desc | RNA VACCINES - RNA VACCINES HAVE BEEN SHOWN TO BE CRITICAL TOOLS FOR COMBATTING PANDEMICS AND HAVE BEEN SAFELY ADMINISTERED TO BILLIONS OF PEOPLE ACROSS THE GLOBE. AAHI'S RNA VACCINE PLATFORM IS DISTINCT FROM EXISTING LICENSED RNA VACCINES IN THAT IT IS BASED ON A SELF-AMPLIFYING RNA TECHNOLOGY AND DELIVERED BY A FLEXIBLE NANOSTRUCTURED LIPID CARRIER. TOGETHER, THESE FEATURES MEAN THAT THE VACCINE COULD BE STOCKPILED FOR YEARS, DELIVERED AT ROOM TEMPERATURE, AND MORE RAPIDLY MANUFACTURED TO ADDRESS FUTURE PANDEMICS. AAHI SCIENTISTS ARE ADVANCING RNA VACCINES AGAINST COVID-19, INFLUENZA, YELLOW FEVER, ZIKA, CHIKUNGUNYA, AND HIV, AND ADAPTING THE PLATFORM TO BE DELIVERED BY NASAL SPRAY OR DIRECTLY ADMINISTERED INTO TUMORS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,260,904 | ExpenseAmt |
| Revenue | $3,135,348 | RevenueAmt |
| Desc | FORMULATIONS - ADJUVANTS ARE POWERFUL IMMUNE-STIMULATING MOLECULES THAT INCREASE THE EFFICACY OF VACCINES AND ENHANCE THE IMMUNE SYSTEM'S ABILITY TO DESTROY TUMORS. AAHI HAS AMONG THE LARGEST PORFOLIOS OF ADJUVANTS; IMPORTANTLY, AAHI SCIENTISTS FORMULATE THESE MOLECULES IN A WAY THAT MAKES THEM MINIMALLY TOXIC AND MAXIMALLY POTENT. IN PARTNERSHIP WITH VACCINE DEVELOPERS ACROSS THE WORLD, MANY AAHI ADJUVANT FORMULATIONS HAVE BEEN SAFELY ADMINISTERED TO THOUSANDS OF PEOPLE IN RIGOROUS CLINICAL TRIALS. AAHI'S ADJUVANT FORMULATIONS NOW ARE IN LEADING VACCINE CANDIDATES AGAINST HIV, TUBERCULOSIS, MALARIA, AND A MYRIAD OF OTHER INFECTIOUS DISEASES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,238,592 | ExpenseAmt |
| Revenue | $6,374,400 | RevenueAmt |
| Desc | MANUFACTURING AND CLINICAL SUPPORT - AAHI'S IN-HOUSE MANUFACTURING CAPABILITIES SUPPORT RAPID SCALE-UP AND PRODUCTION OF VACCINES FOR USE IN PHASE 1 AND PHASE 2 CLINICAL TRIALS AND COMPLETE AAHIS'S UNIQUE VACCINE DISCOVERY-DEVELOPMENT PROCESS. AAHI'S RESEARCH SCIENTISTS AND FORMULATIONS/PROCESS DEVELOPMENT TEAMS WORK WITH AAHI'S MANUFACTURING EXPERTS TO DEVELOP MANUFACTURING PROCESSES TO PRODUCE VACCINE CANDIDATES UNDER CONTROLLED CONDITIONS SO THAT THEY ARE SUITABLE FOR USE IN HUMAN STUDIES. THIS ENABLES AAHI TO QUICKLY AND EFFICIENTLY MOVE A VACCINE FROM LATE-STAGE RESEARCH TO EARLY PHASE CLINICAL STUDIES. AAHI CONSULTS LATER STAGE CLINICAL STUDIES. AAHI'S MANUFACTURING SUITE FOLLOWS US FDA "GOOD MANUFACTURING PRACTICE" REGULATIONS AND IS AN INVALUABLE RESOURCE TO AAHI SCIENTISTS AND BIOTECHNOLOGY DEVELOPERS IN THE NON-PROFIT, ACADEMIC, AND FOR-PROFIT SECTORS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $152,443 | ExpenseAmt |
| Revenue | $55,076 | RevenueAmt |
| Desc | PROCESS AND PRODUCT DEVELOPMENT - MODERN VACCINES ARE INCREASINGLY COMPLEX AND THEIR DESIGN NEEDS TO BE TAILORED TO SPECIFIC TARGET PRODUCT PROFILES TO ENSURE PRACTICAL ACCESSIBILITY. SUSTAINABLE SOURCING OF RAW MATERIALS, STREAMLINED MANUFACTURING METHODS, AND TEMPERATURE STABILITY ARE CRITICALLY IMPORTANT TO ENABLE VACCINES FOR GLOBAL HEALTH APPLICATIONS IN RESOURCE-LIMITED SETTINGS. ALTERNATIVE ROUTES OF ADMINISTRATION, SUCH AS INTRANASAL DELIVERY, NOT ONLY MAY BEST BE SUITED TO FIGHT RESPIRATORY PATHOGENS BUT ALSO HELP TO ADDRESS VACCINE HESITANCY AND TO INCREASE VACCINE UPTAKE. AAHI SCIENTISTS ARE WORLD-EXPERTS AT DEVELOPING PROCESSES AND METHODS TO ADVANCE NOVEL PRODUCTS THAT MEET THE NEEDS OF VACCINE DEVELOPERS BOTH WITHIN AAHI AND EXTERNALLY AMONG THE DOZENS OF ACADEMIC, NON-PROFIT, AND COMMERCIAL PARTNERS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $152,443 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $55,076 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $12,082,644 | 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 | 0 | 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 | 0 | 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 | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | 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 | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (1) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | 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 | 32 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 79 | 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 | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | 1 | Form8899Filedind |
| 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 | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 5 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | 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 | 0 | 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 | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | 0 | 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 |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUZAN SNODGRASS | PersonNm |
| Phone | 2068586025 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1616 EASTLAKE AVE E SUITE 400 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98102 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| COREY CASPER | ||||||||
| CEO, PRESIDENT | 40.00 | Yes (X) | Yes (X) | $626,233 | $0 | $33,881 | ||
| SHELLY CROCKER | ||||||||
| RECEIVER THRU 02/22 | 40.00 | Yes (X) | $0 | $0 | $0 | |||
| PATRICK SOON-SHIONG | ||||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| DAVID KERR | ||||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| EDWARD MOCARSKI | ||||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| EDWARD HSU | ||||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| GLENDA GRAY | ||||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| RAOUL CONCEPCION | ||||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| JERRY KUO | ||||||||
| COO & CFO, TREASURER | 40.00 | Yes (X) | $336,867 | $0 | $41,555 | |||
| CANDICE DECAIRE | ||||||||
| CHIEF STRATEGY OFFICER, SECRETARY | 40.00 | Yes (X) | $333,957 | $0 | $30,338 | |||
| ANNA MARIE BECKMANN | ||||||||
| EVP, PRODUCT DEVELOPMENT | 40.00 | $273,578 | $0 | $35,556 | Yes (X) | |||
| CHRISTOPHER FOX | ||||||||
| SENIOR VP OF FORMULATIONS | 32.00 | $252,186 | $0 | $46,526 | Yes (X) | |||
| LINDA HAWKINS | ||||||||
| DIR. QUALITY ASSURANCE | 40.00 | $196,618 | $0 | $33,642 | Yes (X) | |||
| ROBRICK SMITH | ||||||||
| DIR. INFORMATION TECHNOLOGY | 40.00 | $191,231 | $0 | $36,622 | Yes (X) | |||
| DARREN KLEMKOW | ||||||||
| DIR. FACILITIES & PROCUREMENT | 40.00 | $161,337 | $0 | $30,284 | Yes (X) | |||
| ALAN LEW | ||||||||
| SENIOR CLINICAL TRIAL MANAGER | 40.00 | $164,664 | $0 | $21,066 | Yes (X) | |||
| LISA MCNEILL | ||||||||
| DIR. MANUFACTURING | 40.00 | $160,719 | $0 | $19,786 | Yes (X) | |||
| JEFFREY GUDERIAN | ||||||||
| DIR. LABORATORY MANAGEMENT | 40.00 | $151,752 | $0 | $26,407 | Yes (X) | |||
| HARNIK GULATI | ||||||||
| DIR. PROJECT MANAGEMENT | 40.00 | $152,224 | $0 | $17,955 | Yes (X) | |||
| EMILY VOIGT | ||||||||
| PRINCIPAL SCIENTIST | 40.00 | $147,121 | $0 | $37,150 | Yes (X) | |||
| ZACHARY SAGAWA | ||||||||
| DIR. CLINICAL RESEARCH & REG. AFFAIRS | 40.00 | $141,190 | $0 | $31,325 | Yes (X) | |||
| JOHN ARGERIOUS | ||||||||
| ASSOCIATE DIRECTOR, BUSINESS ADMIN | 40.00 | $129,738 | $0 | $26,833 | Yes (X) | |||
| DAMON PANG | ||||||||
| CORPORATE COUNSEL | 40.00 | $129,630 | $0 | $26,800 | Yes (X) | |||
| LISA BOUCHARD | ||||||||
| DIR. QUALITY CONTROL | 36.00 | $128,590 | $0 | $22,109 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,677,635 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $517,835 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 24 | 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 |
|---|---|---|---|---|---|
| DANIEL J EDELMAN INC | |||||
| 21992 NETWORK PLACE | CHICAGO | IL | 606731219 | STRATEGY CONSULTANTS | $411,272 |
| NEWPORT IP LLC | |||||
| 1400 112TH AVE SE SUITE 100 | BELLEVUE | WA | 98004 | LEGAL | $227,391 |
| THE PETRIZZO GROUP INC | |||||
| 601 NEW JERSEY AVENUE NW STE 830 | WASHINGTON | DC | 20001 | STRATEGY CONSULTANTS | $180,000 |
| CAIRNCROSS & HEMPELMANN | |||||
| 524 SECOND AVENUE SUITE 500 | SEATTLE | WA | 98104 | LEGAL | $170,116 |
| LYOPHILIZATION TECHNOLOGY INC | |||||
| 30 INDIAN DRIVE | IVYLAND | PA | 18974 | DEVELOPMENT SCIENCES | $166,733 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 11 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $6,074,232 | GovernmentGrantsAmt |
| All Other Contributions | $27,345,876 | AllOtherContributionsAmt |
| Noncash Contributions | $1,042,300 | NoncashContributionsAmt |
| Total Contributions | $33,420,108 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| SERVICES AND CONTRACTS | 541700 | $12,694,920 | $12,694,920 |
| LICENSING | 541700 | $4,691,574 | $4,691,574 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $17,386,494 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $43,387 | TotalRevenueColumnAmt |
| Exclusion | $43,387 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $820,481 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $624,445 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $196,036 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $196,036 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $30,750 | UnrelatedBusinessRevenueAmt |
| Exclusion | $165,286 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $18,600 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $18,600 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,600 | TotalRevenueColumnAmt |
| Exclusion | $18,600 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| LITIGATION SETTLEMENT | 900099 | $100,000 | $100,000 |
| PATENT FEES REIMB. | 900099 | $13,393 | $13,393 |
| REFUNDS | 900099 | $7,435 | $7,435 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $801 | TotalRevenueColumnAmt |
| Exclusion | $801 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $121,629 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $51,186,254 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $17,386,494 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $30,750 | UnrelatedBusinessRevenueAmt |
| Exclusion | $348,902 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,400,903 | TotalAmt |
| Program Services | $1,382,499 | ProgramServicesAmt |
| Management And General | $2,018,404 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,863,246 | TotalAmt |
| Program Services | $2,719,742 | ProgramServicesAmt |
| Management And General | $2,143,504 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $175,111 | TotalAmt |
| Program Services | $88,488 | ProgramServicesAmt |
| Management And General | $86,623 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $602,935 | TotalAmt |
| Program Services | $299,680 | ProgramServicesAmt |
| Management And General | $303,255 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $609,824 | TotalAmt |
| Program Services | $303,014 | ProgramServicesAmt |
| Management And General | $306,810 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $808,600 | TotalAmt |
| Program Services | $99,646 | ProgramServicesAmt |
| Management And General | $708,954 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $603,926 | TotalAmt |
| Management And General | $603,926 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $238,612 | TotalAmt |
| Management And General | $238,612 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,082,828 | TotalAmt |
| Program Services | $1,078,428 | ProgramServicesAmt |
| Management And General | $4,400 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $163,992 | TotalAmt |
| Program Services | $71,140 | ProgramServicesAmt |
| Management And General | $92,852 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $383,841 | TotalAmt |
| Management And General | $383,841 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $164,387 | TotalAmt |
| Management And General | $164,387 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,092,143 | TotalAmt |
| Program Services | $1,598,594 | ProgramServicesAmt |
| Management And General | $493,549 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,452 | TotalAmt |
| Program Services | $3,421 | ProgramServicesAmt |
| Management And General | $58,031 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,160 | TotalAmt |
| Program Services | $1,400 | ProgramServicesAmt |
| Management And General | $7,760 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,499,826 | TotalAmt |
| Program Services | $750,977 | ProgramServicesAmt |
| Management And General | $748,849 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $159,036 | TotalAmt |
| Management And General | $159,036 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| SUBCONTRACTS | $2,202,675 | $2,202,675 | |
| LAB SUPPLIES | $1,359,958 | $1,184,033 | $175,925 |
| REPAIRS & MAINTENANCE | $366,981 | $226,946 | $140,035 |
| BAD DEBT | $200,000 | $200,000 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $313,021 | TotalAmt |
| Program Services | $71,961 | ProgramServicesAmt |
| Management And General | $241,060 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,362,457 | TotalAmt |
| Program Services | $12,082,644 | ProgramServicesAmt |
| Management And General | $9,279,813 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,775,321 | BOYAmt |
| EOY | $5,799,234 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,926,335 | BOYAmt |
| EOY | $1,116,207 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $16,839,707 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,819,586 | BOYAmt |
| EOY | $4,108,085 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $403,319 | BOYAmt |
| EOY | $746,871 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $117,856 | BOYAmt |
| EOY | $651,552 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $20,838,047 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $15,215,811 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,089,828 | BOYAmt |
| EOY | $5,622,236 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,354 | BOYAmt |
| EOY | $1,090,104 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $6,866,481 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,228,599 | BOYAmt |
| EOY | $42,840,477 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,806,166 | BOYAmt |
| EOY | $1,566,507 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,299,953 | BOYAmt |
| EOY | $2,788,673 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,925,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,948,219 | BOYAmt |
| EOY | $12,572,532 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,979,338 | BOYAmt |
| EOY | $16,927,712 | 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 | -$3,750,739 | BOYAmt |
| EOY | $9,076,058 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $16,836,707 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$3,750,739 | BOYAmt |
| EOY | $25,912,765 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,228,599 | BOYAmt |
| EOY | $42,840,477 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $29,823,797 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | -$160,293 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,143,765 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,251,999 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,584,439 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,701,932 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $33,420,108 | CurrentTaxYearAmt |
| Total | $69,102,243 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,143,765 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,251,999 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,584,439 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,701,932 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $33,420,108 | CurrentTaxYearAmt |
| Total | $69,102,243 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $26,000,959 | SubstantialContributorsTotAmt |
| Public Support Total170 | $43,101,284 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $45,438 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,436 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $532 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $622,450 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $833,118 | CurrentTaxYearAmt |
| Total | $1,514,974 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $12,382 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,171 | CurrentTaxYearAmt |
| Total | $27,553 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | -$536 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | -$13 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $193,881 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,587,477 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $121,629 | CurrentTaxYearAmt |
| Total | $5,902,438 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $76,547,208 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $65,900,532 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.56310 | PublicSupportCY170Pct |
| Public Support PY170 | 0.81660 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | MISCELLANEOUS - 2020 AMOUNT: $ 5,857. 2021 AMOUNT: $ 13,195. 2022 AMOUNT: $ 801. REIMBURSEMENTS - 2020 AMOUNT: $ 121,334. 2021 AMOUNT: $ 22,534. 2022 AMOUNT: $ 13,393. CURRENCY EXCHANGE - 2018 AMOUNT: $ -536. 2019 AMOUNT: $ -13. REFUNDS - 2020 AMOUNT: $ 66,690. 2021 AMOUNT: $ 19,248. 2022 AMOUNT: $ 7,435. LITIGATION SETTLEMENT - 2021 AMOUNT: $ 5,532,500. 2022 AMOUNT: $ 100,000. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,377,971 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,403,575 | DepreciationAmt |
| Book Value | $3,974,396 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,460,076 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,812,236 | DepreciationAmt |
| Book Value | $1,647,840 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $5,622,236 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RIGHT-OF-USE ASSET | Desc |
| Book Value | $6,866,481 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $6,866,481 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OPERATING LEASE LIABILITY | Desc |
| Amt | $12,572,532 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $12,572,532 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $51,467,419 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$160,293 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$164,387 | OtherRevenueAmt |
| Revenue Not Reported | -$324,680 | RevenueNotReportedAmt |
| Revenue Subtotal | $51,792,099 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$605,845 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$605,845 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $51,186,254 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $21,803,915 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $605,845 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $605,845 | ExpensesNotReportedAmt |
| Expenses Subtotal | $21,198,070 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $164,387 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $164,387 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $21,362,457 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | ROYALTIES EXPENSE REPORTED ON PART IX -164,387. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | GAIN/LOSS ON SALE OF ASSET REPORTED ON PART VIII 18,600. SUBLEASE EXPENSE REPORTED ON PART VIII -624,445. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | GAIN/LOSS ON SALE OF ASSET REPORTED ON PART VIII -18,600. SUBLEASE EXPENSE REPORTED ON PART VIII 624,445. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | ROYALTIES EXPENSE REPORTED ON PART IX 164,387. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (10 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EAST ASIA AND THE PACIFIC | 0 | 0 | LEGAL | N/A | $39,560 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | LEGAL | N/A | $74,203 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICE | SUBCONTRACT, SUPPLIES, SOFTWARE | $255,453 |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | LEGAL | N/A | $9,628 |
| NORTH AMERICA | 0 | 0 | PROGRAM SERVICE | SUBCONTRACT, SUPPLIES | $207,956 |
| NORTH AMERICA | 0 | 0 | LEGAL | N/A | $8,233 |
| RUSSIA AND NEIGHBORING STATES | 0 | 0 | LEGAL | N/A | $2,367 |
| SOUTH AMERICA | 0 | 0 | LEGAL | N/A | $11,687 |
| SOUTH ASIA | 0 | 0 | LEGAL | N/A | $32,410 |
| SUB-SAHARAN AFRICA | 0 | 0 | LEGAL | N/A | $3,514 |
| 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 | $609,087 | SubtotalSpentAmt |
| Continuation Spent | $35,924 | ContinuationSpentAmt |
| Total Spent | $645,011 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | 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 (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III ACCOUNTING METHOD: | |
| SCHEDULE F, PART IV, LINE 1: | FORM 926 IS NOT REQUIRED TO BE FILED BECAUSE THE TRANSFER TO A FOREIGN CORPORATION DOES NOT MEET THE REPORTING REQUIREMENTS IN THE IRC SEC. 6038(A)(1)(A). |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| 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 | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (17 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| COREY CASPER | ||||||||||||||
| CEO, PRESIDENT | $525,375 | $0 | $44,625 | $0 | $56,233 | $0 | $8,612 | $0 | $25,269 | $0 | $660,114 | $0 | $0 | $0 |
| JERRY KUO | ||||||||||||||
| COO & CFO, TREASURER | $334,867 | $0 | $0 | $0 | $2,000 | $0 | $10,652 | $0 | $30,903 | $0 | $378,422 | $0 | $0 | $0 |
| CANDICE DECAIRE | ||||||||||||||
| CHIEF STRATEGY OFFICER, SECRETARY | $331,957 | $0 | $0 | $0 | $2,000 | $0 | $10,414 | $0 | $19,924 | $0 | $364,295 | $0 | $0 | $0 |
| ANNA MARIE BECKMANN | ||||||||||||||
| EVP, PRODUCT DEVELOPMENT | $261,785 | $0 | $11,588 | $0 | $205 | $0 | $10,945 | $0 | $24,611 | $0 | $309,134 | $0 | $0 | $0 |
| CHRISTOPHER FOX | ||||||||||||||
| SENIOR VP OF FORMULATIONS | $192,868 | $0 | $59,113 | $0 | $205 | $0 | $10,305 | $0 | $36,221 | $0 | $298,712 | $0 | $0 | $0 |
| LINDA HAWKINS | ||||||||||||||
| DIR. QUALITY ASSURANCE | $188,004 | $0 | $8,411 | $0 | $203 | $0 | $8,025 | $0 | $25,617 | $0 | $230,260 | $0 | $0 | $0 |
| ROBRICK SMITH | ||||||||||||||
| DIR. INFORMATION TECHNOLOGY | $182,842 | $0 | $8,186 | $0 | $203 | $0 | $5,858 | $0 | $30,764 | $0 | $227,853 | $0 | $0 | $0 |
| DARREN KLEMKOW | ||||||||||||||
| DIR. FACILITIES & PROCUREMENT | $154,384 | $0 | $6,750 | $0 | $203 | $0 | $6,568 | $0 | $23,716 | $0 | $191,621 | $0 | $0 | $0 |
| ALAN LEW | ||||||||||||||
| SENIOR CLINICAL TRIAL MANAGER | $157,508 | $0 | $6,953 | $0 | $203 | $0 | $6,677 | $0 | $14,389 | $0 | $185,730 | $0 | $0 | $0 |
| EMILY VOIGT | ||||||||||||||
| PRINCIPAL SCIENTIST | $140,865 | $0 | $6,048 | $0 | $208 | $0 | $6,345 | $0 | $30,805 | $0 | $184,271 | $0 | $0 | $0 |
| LISA MCNEILL | ||||||||||||||
| DIR. MANUFACTURING | $153,818 | $0 | $6,698 | $0 | $203 | $0 | $6,475 | $0 | $13,311 | $0 | $180,505 | $0 | $0 | $0 |
| JEFFREY GUDERIAN | ||||||||||||||
| DIR. LABORATORY MANAGEMENT | $145,069 | $0 | $6,480 | $0 | $203 | $0 | $2,518 | $0 | $23,889 | $0 | $178,159 | $0 | $0 | $0 |
| ZACHARY SAGAWA | ||||||||||||||
| DIR. CLINICAL RESEARCH & REG. AFFAIR | $134,943 | $0 | $6,030 | $0 | $217 | $0 | $5,588 | $0 | $25,737 | $0 | $172,515 | $0 | $0 | $0 |
| HARNIK GULATI | ||||||||||||||
| DIR. PROJECT MANAGEMENT | $145,532 | $0 | $6,489 | $0 | $203 | $0 | $5,448 | $0 | $12,507 | $0 | $170,179 | $0 | $0 | $0 |
| JOHN ARGERIOUS | ||||||||||||||
| ASSOCIATE DIRECTOR, BUSINESS ADMIN | $123,958 | $0 | $5,562 | $0 | $218 | $0 | $5,307 | $0 | $21,526 | $0 | $156,571 | $0 | $0 | $0 |
| DAMON PANG | ||||||||||||||
| CORPORATE COUNSEL | $123,787 | $0 | $5,625 | $0 | $218 | $0 | $5,473 | $0 | $21,327 | $0 | $156,430 | $0 | $0 | $0 |
| LISA BOUCHARD | ||||||||||||||
| DIR. QUALITY CONTROL | $127,922 | $0 | $450 | $0 | $218 | $0 | $5,312 | $0 | $16,797 | $0 | $150,699 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1B | THE CEO APPROVED THE PROVISION OF THIS BENEFIT. |
| PART I, LINE 7 | BONUS AMOUNTS FOR THE EXECUTIVE TEAM ARE DETERMINED BY THE BOARD OF DIRECTORS. THE EXECUTIVE DETERMINES BONUS AMOUNTS FOR ALL OTHER STAFF. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IMMUNITY BIO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | BOARD MEMBER >35% OWNER OF THE ORGANIZATION | RelationshipDescriptionTxt |
| Transaction | $6,009,977 | TransactionAmt |
| Transaction | ANNUAL LICENSING AGREEMENT, CONTRACT SERVICES, PRODUCT & MATERIALS PROCEEDS | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Secur Prtnrshp Trust Intrsts SecurPrtnrshpTrustIntrstsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,000,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUATION | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | LAB EQUIPMENT | Desc |
| Contribution | 6 | ContributionCnt |
| Noncash Contributions Rpt F990 | $42,300 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COST | 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 | THE AMOUNT IN COLUMN (B) REPRESENTS THE NUMBER OF ITEMS RECEIVED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 6: | ACCESS TO ADVANCED HEALTH INSTITUTE HAD FIVE VOLUNTEER BOARD MEMBERS IN 2022. |
| FORM 990, PART VI, SECTION A, LINE 4 | THE ORGANIZATION CAME OUT OF RECEIVERSHIP IN FEBRUARY OF 2022. THE ORGANIZATION FORMALLY CHANGED IT'S NAME AND DRAFTED AND APPROVED NEW GOVERNING DOCUMENTS INCLUDING ARTICLES OF INCORPORATON AND BYLAWS. |
| FORM 990, PART VI, SECTION B, LINE 11B | A DRAFT OF THE FORM 990 IS REVIEWED BY THE COO & CFO AND DIRECTOR OF FINANCE. IN ADDITION, THE CHAIR OF THE FINANCE AND AUDIT COMMITTEE WILL REVIEW PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD ESTABLISHED A COMPENSATION COMMITTEE AND A COMPENSATION POLICY. COMPENSATION FOR THE CEO IS REVIEWED AND SET BY THE BOARD AFTER REVIEWING KEY PERFORMANCE INDICATORS FOR THE ORGANIZATION. THE CEO REVIEWS AND SETS THE WAGES TO THE OTHER EXECUTIVE TEAM MEMBERS. |
| FORM 990, PART VI, SECTION C, LINE 19 | REQUESTS FOR INFORMATION SUCH AS AUDITED FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICY ARE HANDLED THROUGH OUR FINANCE DEPARTMENT AND INFORMATION IS DISTRIBUTED AS REQUESTED UNLESS CONFIDENTIAL IN NATURE. |
| FORM 990, PART XI, LINE 9: | PRESENT VALUE ADJUSTMENT TO PLEDGE RECEIVABLE -160,293. |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATION EXITED RECEIVERSHIP AND FORMED A BOARD AND FINANCE AND AUDIT COMMITTEE. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TIGER DEVELOPMENT LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3800 N CENTRAL AVE 460 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | PATENT HOLDING COMPANY | PrimaryActivitiesTxt |
| Legal Domicile State | AZ | LegalDomicileStateCd |
| Total Income | $0 | TotalIncomeAmt |
| End Of Year Assets | $1,000,000 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ACCESS TO ADVANCED HEALTH INSTITUTE | BusinessNameLine1Txt |