LOVELACE BIOMEDICAL RESEARCH INSTITUTE: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- LOVELACE BIOMEDICAL RESEARCH INSTITUTE (EIN 85-0110669)
- Tax period
- 2020-09-26 to 2021-09-24
- Filed
- 2022-06-20
- IRS object ID
- 202211719349300141
- Schema version
- 2020v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-06-20T14:46:09-05:00 | ReturnTs |
| Tax Period End | 2021-09-24 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6565 AMERICAS PARKWAY NE STE 600 | AddressLine1Txt |
| City | ALBUQUERQUE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-09-26 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 850110669 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOVELACE BIOMEDICAL RESEARCH INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LOVE | BusinessNameControlTxt |
| Phone | 5053489361 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2425 RIDGECREST DRIVE SE | AddressLine1Txt |
| City | ALBUQUERQUE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87108 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHANNON TOMA | PersonNm |
| Person Title | CHIEF OPERATING OFFICER | PersonTitleTxt |
| Phone | 5053489361 | PhoneNum |
| Signature | 2022-06-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SHANNON | PersonFirstNm |
| Person Last | TOMA | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAMELA ALEXANDERSON | PreparerPersonNm |
| PTIN | P01218925 | PTIN |
| Phone | 5058787200 | PhoneNum |
| Preparation | 2022-06-20 | 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 | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ROBERT W RUBIN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2425 RIDGECREST DRIVE SE | AddressLine1Txt |
| City | ALBUQUERQUE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $89,487,296 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LOVELACEBIOMEDICAL.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1965 | FormationYr |
| Legal Domicile State | NM | LegalDomicileStateCd |
| Activity Or Mission | THE LOVELACE BIOMEDICAL RESEARCH INSTITUTE (LBRI) IS A PRIVATE, BIOMEDICAL RESEARCH ORGANIZATION DEDICATED TO IMPROVING PUBLIC HEALTH THROUGH RESEARCH ON THE PREVENTION, TREATMENT AND CURE OF DISEASES. LBRI IS COMMITTED TO CURING DISEASES THROUGH RESEARCH AIMED AT UNDERSTANDING THEIR CAUSES AND BIOLOGICAL MECHANISMS; ASSESSING AND ELIMINATING EXPOSURES TO RESPIRATORY, NEUROLOGICAL AND OTHER HEALTH HAZARDS; AND DEVELOPING IMPROVED THERAPEUTICS, VACCINES, AND DIAGNOSTICS. LBRI IS BASED IN ALBUQUERQUE, NEW MEXICO. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 470 | TotalEmployeeCnt |
| Total Volunteers | 13 | TotalVolunteersCnt |
| Total Gross UBI | $40,654 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $37,404 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $14,011,130 | PYContributionsGrantsAmt |
| CY Contributions Grants | $12,922,849 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $58,650,412 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $74,903,418 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,640,374 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,371,114 | CYInvestmentIncomeAmt |
| PY Other Revenue | $86,499 | PYOtherRevenueAmt |
| CY Other Revenue | $58,247 | CYOtherRevenueAmt |
| PY Total Revenue | $76,388,415 | PYTotalRevenueAmt |
| CY Total Revenue | $89,255,628 | 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 | $31,278,062 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $31,978,794 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $42,910,929 | PYOtherExpensesAmt |
| CY Other Expenses | $48,383,936 | CYOtherExpensesAmt |
| PY Total Expenses | $74,188,991 | PYTotalExpensesAmt |
| CY Total Expenses | $80,362,730 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,199,424 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $8,892,898 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $159,558,180 | TotalAssetsBOYAmt |
| Total Assets EOY | $189,542,168 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $48,830,694 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $60,247,201 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $110,727,486 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $129,294,967 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE LOVELACE BIOMEDICAL RESEARCH INSTITUTE (LBRI) IS A PRIVATE, BIOMEDICAL RESEARCH ORGANIZATION DEDICATED TO IMPROVING PUBLIC HEALTH THROUGH RESEARCH ON THE PREVENTION, DIAGNOSIS, TREATMENT AND CURE OF DISEASES. LBRI IS DEDICATED TO THE DISCOVERY AND ADVANCEMENT OF CLINICAL SOLUTIONS FOR PREVENTION, DIAGNOSIS, TREATMENT AND CURING DISEASES THROUGH RESEARCH. THE RESEARCH IS AIMED AT UNDERSTANDING THEIR CAUSES AND BIOLOGICAL MECHANISMS; ASSESSING AND ELIMINATING EXPOSURES TO RESPIRATORY, NEUROLOGICAL AND OTHER HEALTH HAZARDS; MENTAL ILLNESS; TRAUMATIC BRAIN INJURY AND OTHER BRAIN DISORDERS; AND DEVELOPING IMPROVED THERAPEUTICS, VACCINES, AND DIAGNOSTICS. LBRI IS BASED IN ALBUQUERQUE, NEW MEXICO. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $61,883,368 | ExpenseAmt |
| Revenue | $74,903,418 | RevenueAmt |
| Desc | MEDICAL RESEARCH AND EDUCATIONAL ACTIVITY IN THE AREAS OF BASIC BIOMEDICAL RESEARCH, HEALTH AND POPULATION STUDIES, INCLUDING RESPIRATORY DISEASES SUCH AS ASTHMA, COPD, ALLERGY AND TOXIC EFFECTS OF ENVIRONMENTAL FACTORS. ADDITIONAL AREAS INCLUDE NEUROLOGIC CONDITIONS SUCH AS TRAUMATIC BRAIN INJURY, ADDICTION AND PSYCHOPATHY. | Desc |
| Total Program Service Expenses | $61,883,368 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | 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 | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | 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 | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 147 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 470 | 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 |
| 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 | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | 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 | 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 | NM | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHANNON TOMA | PersonNm |
| Phone | 5053489361 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2425 RIDGECREST DRIVE SE | AddressLine1Txt |
| City | ALBUQUERQUE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87108 | 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT RUBIN PHD | ||||||||
| CEO, PRESIDENT, DIRECTOR | 38.00 | Yes (X) | Yes (X) | $863,089 | $0 | $37,382 | ||
| JACKIE LOVELACE JOHNSON | ||||||||
| CHAIRPERSON OF THE BOARD | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JANE DELGADO DIR VICE CHAIR | ||||||||
| OF NOMINATING COMMITTEE | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CHRIS SPENCER CPA DIR CHAIR | ||||||||
| BUDGET & FINANCE COMMITTEE | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| PAMELA SULLIVAN DIR CHAIR | ||||||||
| AUDIT & COMPENSATION COMMITTEE | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| GREGORY DOWNEY MD | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| J GRANT BURCHAM | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MAJOR GENERAL JOHN DOESBURG | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MELVIN TWIEST MD | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| SARA EASTERSON-BOND | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| TESS BURLESON | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD GILL PHD | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| SANDRA CHAVEZ | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| TERRY DUNLAY | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| SHANNON TOMA TREASURER | ||||||||
| EXEC VP, COO/CFO | 38.00 | Yes (X) | $657,749 | $0 | $38,139 | |||
| FRANCES FULPS-LAUR | ||||||||
| ASSISTANT SECRETARY | 6.00 | Yes (X) | $100,127 | $0 | $19,711 | |||
| DAVID FLANDERS | ||||||||
| VP, HUMAN RESOURCES | 40.00 | $270,576 | $0 | $32,180 | Yes (X) | |||
| JACOB MCDONALD | ||||||||
| VP, APPLIED SCIENCE | 40.00 | $332,734 | $0 | $41,297 | Yes (X) | |||
| SCOTT THATCHER | ||||||||
| VP, FINANCE (THROUGH JAN 2021) | 40.00 | $293,253 | $0 | $38,046 | Yes (X) | |||
| STEVEN BELINSKY VP ACADEMIC | ||||||||
| RESEARCH / SR. SCIENCE | 40.00 | $370,783 | $0 | $37,825 | Yes (X) | |||
| KENT KIEHL | ||||||||
| EXECUTIVE SCIENCE OFFICER | 40.00 | $346,184 | $0 | $38,167 | Yes (X) | |||
| ANDREW MAYER | ||||||||
| VP, INTERDISCIPLINARY SCIENCE | 40.00 | $247,160 | $0 | $38,502 | Yes (X) | |||
| EDWARD BARRETT | ||||||||
| SR. DIRECTOR, PHARMACOLOGY | 40.00 | $219,961 | $0 | $35,536 | Yes (X) | |||
| MELANIE DOYLE-EISELE | ||||||||
| SR. DIRECTOR, LIFE SCIENCES | 40.00 | $209,350 | $0 | $30,575 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,910,966 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $387,360 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 43 | 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 |
|---|---|---|---|---|---|
| UNIVERSAL PROTECTION SERVICES LP | |||||
| 161 WASHINGTON STREET SUITE 600 | CONSHOHOCKEN | PA | 19428 | OUTSOURCED SECURITY SERVICES | $363,003 |
| MOSS ADAMS LLP | |||||
| 6565 AMERICAS PARKWAY NE SUITE 600 | ALBUQUERQUE | NM | 87110 | ACCOUNTING AND TAX SERVICES | $359,197 |
| AIT BIOSCIENCES LLC | |||||
| 7840 INNOVATION BLVD | INDIANAPOLIS | IN | 46278 | DATA ANALYSIS | $228,607 |
| KPMG LLP | |||||
| PO BOX 120754 DEPT 0754 | DALLAS | TX | 753120754 | AUDIT SERVICES | $182,323 |
| IDEXX DISTRIBUTION INC | |||||
| ONE IDEXX DRIVE | WESTBROOK | ME | 04092 | DATA ANALYSIS | $182,096 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 8 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $12,227,646 | GovernmentGrantsAmt |
| All Other Contributions | $695,203 | AllOtherContributionsAmt |
| Total Contributions | $12,922,849 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| BIOMEDICAL RESEARCH | 541700 | $63,199,171 | $63,199,171 |
| INTERCOMPANY REIMBURSE | 900099 | $11,704,247 | $11,704,247 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $74,903,418 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,550,631 | TotalRevenueColumnAmt |
| Exclusion | $1,550,631 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $40,654 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $40,654 | UnrelatedBusinessRevenueAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $52,151 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $50,892 | SecuritiesAmt |
| Other | $180,776 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,259 | SecuritiesAmt |
| Other | -$180,776 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$179,517 | TotalRevenueColumnAmt |
| Exclusion | -$179,517 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,593 | TotalRevenueColumnAmt |
| Exclusion | $17,593 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $17,593 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $89,255,628 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $74,903,418 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $40,654 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,388,707 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,635,782 | TotalAmt |
| Program Services | $393,600 | ProgramServicesAmt |
| Management And General | $2,242,182 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,716,984 | TotalAmt |
| Program Services | $17,400,722 | ProgramServicesAmt |
| Management And General | $1,316,262 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,612,240 | TotalAmt |
| Program Services | $91,774 | ProgramServicesAmt |
| Management And General | $1,520,466 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,268,572 | TotalAmt |
| Program Services | $3,604,685 | ProgramServicesAmt |
| Management And General | $3,663,887 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,745,216 | TotalAmt |
| Program Services | $297,502 | ProgramServicesAmt |
| Management And General | $1,447,714 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $304,485 | TotalAmt |
| Management And General | $304,485 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $933,411 | TotalAmt |
| Management And General | $933,411 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,880 | TotalAmt |
| Management And General | $62,880 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,077 | TotalAmt |
| Management And General | $55,077 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,164,758 | TotalAmt |
| Program Services | $5,834,880 | ProgramServicesAmt |
| Management And General | $1,329,878 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $144,262 | TotalAmt |
| Program Services | $114,174 | ProgramServicesAmt |
| Management And General | $30,088 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $228,012 | TotalAmt |
| Program Services | $177,220 | ProgramServicesAmt |
| Management And General | $50,792 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,457,180 | TotalAmt |
| Program Services | $2,056,325 | ProgramServicesAmt |
| Management And General | $1,400,855 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,363,432 | TotalAmt |
| Program Services | $5,576,316 | ProgramServicesAmt |
| Management And General | $1,787,116 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $159,436 | TotalAmt |
| Program Services | $55,137 | ProgramServicesAmt |
| Management And General | $104,299 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,309 | TotalAmt |
| Program Services | $53,108 | ProgramServicesAmt |
| Management And General | $16,201 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $813,405 | TotalAmt |
| Management And General | $813,405 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,015,780 | TotalAmt |
| Program Services | $4,263,575 | ProgramServicesAmt |
| Management And General | $752,205 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $917,138 | TotalAmt |
| Program Services | $699,829 | ProgramServicesAmt |
| Management And General | $217,309 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| RESEARCH SUPPLIES | $20,275,099 | $20,274,976 | $123 |
| BAD DEBT | $51,594 | $51,594 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,368,678 | TotalAmt |
| Program Services | $937,951 | ProgramServicesAmt |
| Management And General | $430,727 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,362,730 | TotalAmt |
| Program Services | $61,883,368 | ProgramServicesAmt |
| Management And General | $18,479,362 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $35,394 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,080,497 | BOYAmt |
| EOY | $10,735,139 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,186,263 | BOYAmt |
| EOY | $18,922,309 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $614,208 | BOYAmt |
| EOY | $74,725 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $812,306 | BOYAmt |
| EOY | $1,133,309 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $141,925,251 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $61,973,703 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,829,677 | BOYAmt |
| EOY | $79,951,548 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,288,108 | BOYAmt |
| EOY | $76,615,977 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$911,216 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,658,337 | BOYAmt |
| EOY | $2,073,767 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $159,558,180 | BOYAmt |
| EOY | $189,542,168 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,911,237 | BOYAmt |
| EOY | $13,402,742 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,549,917 | BOYAmt |
| EOY | $24,826,671 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,711,203 | BOYAmt |
| EOY | $20,181,329 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,658,337 | BOYAmt |
| EOY | $1,836,459 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,830,694 | BOYAmt |
| EOY | $60,247,201 | 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 | $110,727,486 | BOYAmt |
| EOY | $129,294,967 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $110,727,486 | BOYAmt |
| EOY | $129,294,967 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $159,558,180 | BOYAmt |
| EOY | $189,542,168 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $8,892,898 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $9,674,583 | 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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 | $65 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $52,159 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $31 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,011,130 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,922,849 | CurrentTaxYearAmt |
| Total | $26,986,234 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $65 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $52,159 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $31 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,011,130 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,922,849 | CurrentTaxYearAmt |
| Total | $26,986,234 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $26,986,234 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,248,480 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,500,113 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,912,832 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,629,091 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,550,631 | CurrentTaxYearAmt |
| Total | $7,841,147 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $31,612 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $40,654 | CurrentTaxYearAmt |
| Total | $72,266 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | -$188,296 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | -$147,651 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $120,643 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $54,887 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,593 | CurrentTaxYearAmt |
| Total | -$142,824 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $34,756,823 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $167,810,726 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.77640 | PublicSupportCY170Pct |
| Public Support PY170 | 0.63970 | 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 - 2017 AMOUNT: $ 4,698. 2018 AMOUNT: $ 120,643. 2019 AMOUNT: $ 27,144. 2020 AMOUNT: $ 17,593. HIGH WAGE TAX CREDIT - OTHER INCOME REBATES - TECHNOLOGY TAX CREDIT - CORPORATE ALLOCATION - BAD DEBT RECOVERY - 2019 AMOUNT: $ 27,743. LOSS ON JOINT VENTURES - 2016 AMOUNT: $ -188,296. 2017 AMOUNT: $ -152,349. | 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 C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $62,880 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $62,880 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $80,299,850 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $80,362,730 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $194,240 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,069 | CurrentYearMinus2Amt |
| Current Year Minus1 | $5,080 | CurrentYearMinus1Amt |
| Current Year | $62,880 | CurrentYearAmt |
| Total | $263,269 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $104,544 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $1,110,455 | OtherCostOrOtherBasisAmt |
| Book Value | $1,214,999 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $103,890,479 | OtherCostOrOtherBasisAmt |
| Depreciation | $33,109,585 | DepreciationAmt |
| Book Value | $70,780,894 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $647,105 | OtherCostOrOtherBasisAmt |
| Depreciation | $635,537 | DepreciationAmt |
| Book Value | $11,568 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $31,906,510 | OtherCostOrOtherBasisAmt |
| Depreciation | $25,416,628 | DepreciationAmt |
| Book Value | $6,489,882 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,266,158 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,811,953 | DepreciationAmt |
| Book Value | $1,454,205 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $79,951,548 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED COMP 457(B) AND 457(F) | Desc |
| Amt | $1,836,459 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,836,459 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | LBRI IS AN ENTITY EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE (IRC) OF 1986, AS AMENDED, AS AN ORGANIZATION DESCRIBED IN IRC SECTION 501(C)(3). FURTHER, LBRI, HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER IRC SECTION 509(A) AS DESCRIBED IN IRC SECTION 170(B)(1)(A)(VI), AND AS SUCH, CONTRIBUTIONS TO LBRI QUALIFY AS CHARITABLE CONTRIBUTIONS. HOWEVER, INCOME GENERATED FROM CERTAIN ACTIVITIES UNRELATED TO LBRI'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAX AS UNRELATED BUSINESS INCOME UNDER IRC SECTION 511. AS OF SEPTEMBER 24, 2021 AND SEPTEMBER 25, 2020, THE COMPANY PERFORMED A REVIEW OF ITS MATERIAL TAX POSITIONS IN ACCORDANCE WITH RECOGNITION AND MEASUREMENT STANDARDS ESTABLISHED BY US GAAP. AS A RESULT OF THIS REVIEW, THE COMPANY CONCLUDED THAT LBRI HAD NO UNREPORTED INCOME DERIVED FROM UNRELATED BUSINESS ACTIVITIES AND NO ENTITY LEVEL TAX POSITIONS THAT WOULD NOT MEET THE MORE LIKELY THAN NOT THRESHOLD. THE COMPANY FILES TAX RETURNS AS PRESCRIBED BY THE TAX LAWS OF THE JURISDICTIONS IN WHICH IT OPERATES. IN THE NORMAL COURSE OF BUSINESS, THE COMPANY IS SUBJECT TO EXAMINATION BY FEDERAL, STATE, LOCAL, AND FOREIGN JURISDICTIONS, WHERE APPLICABLE. AS OF SEPTEMBER 24, 2021 AND SEPTEMBER 25, 2020, THE TAX YEARS THAT REMAIN SUBJECT TO EXAMINATION BY THE MAJOR TAX JURISDICTIONS UNDER THE STATUTE OF LIMITATIONS ARE FROM THE YEAR ENDED SEPTEMBER 28, 2018 AND FORWARD. THE COMPANY RECOGNIZES INTEREST ACCRUED RELATED TO UNRECOGNIZED TAX BENEFITS IN INTEREST EXPENSE AND PENALTIES IN OPERATING EXPENSES IN THE CONSOLIDATED STATEMENT OF ACTIVITES. THERE WERE NO SUCH INTEREST OR PENALTIES RECORDED FOR THE YEARS ENDED SEPTEMBER 24, 2021 OR SEPTEMBER 25, 2020. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | 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 (10 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROBERT RUBIN PHD | ||||||||||||||
| CEO, PRESIDENT, DIRECTOR | $802,089 | $0 | $61,000 | $0 | $0 | $0 | $27,881 | $0 | $9,501 | $0 | $900,471 | $0 | $0 | $0 |
| SHANNON TOMA TREASURER | ||||||||||||||
| EXEC VP, COO/CFO | $606,749 | $0 | $51,000 | $0 | $0 | $0 | $27,881 | $0 | $10,258 | $0 | $695,888 | $0 | $0 | $0 |
| STEVEN BELINSKY VP ACADEMIC | ||||||||||||||
| RESEARCH / SR. SCIENCE | $324,783 | $0 | $46,000 | $0 | $0 | $0 | $27,881 | $0 | $9,944 | $0 | $408,608 | $0 | $0 | $0 |
| KENT KIEHL | ||||||||||||||
| EXECUTIVE SCIENCE OFFICER | $345,184 | $0 | $1,000 | $0 | $0 | $0 | $27,881 | $0 | $10,286 | $0 | $384,351 | $0 | $0 | $0 |
| JACOB MCDONALD | ||||||||||||||
| VP, APPLIED SCIENCE | $281,734 | $0 | $51,000 | $0 | $0 | $0 | $27,881 | $0 | $13,416 | $0 | $374,031 | $0 | $0 | $0 |
| SCOTT THATCHER | ||||||||||||||
| VP, FINANCE (THROUGH JAN 2021) | $292,253 | $0 | $1,000 | $0 | $0 | $0 | $27,881 | $0 | $10,165 | $0 | $331,299 | $0 | $0 | $0 |
| DAVID FLANDERS | ||||||||||||||
| VP, HUMAN RESOURCES | $244,576 | $0 | $26,000 | $0 | $0 | $0 | $26,483 | $0 | $5,697 | $0 | $302,756 | $0 | $0 | $0 |
| ANDREW MAYER | ||||||||||||||
| VP, INTERDISCIPLINARY SCIENCE | $236,160 | $0 | $11,000 | $0 | $0 | $0 | $25,148 | $0 | $13,354 | $0 | $285,662 | $0 | $0 | $0 |
| EDWARD BARRETT | ||||||||||||||
| SR. DIRECTOR, PHARMACOLOGY | $218,961 | $0 | $1,000 | $0 | $0 | $0 | $22,139 | $0 | $13,397 | $0 | $255,497 | $0 | $0 | $0 |
| MELANIE DOYLE-EISELE | ||||||||||||||
| SR. DIRECTOR, LIFE SCIENCES | $197,850 | $0 | $11,500 | $0 | $0 | $0 | $20,659 | $0 | $9,916 | $0 | $239,925 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 4B | ROBERT RUBIN 457(F) PLAN - 2020 CONTRIBUTION IS $66,272. SINCE DR. RUBIN IS VESTED IN THE 457(F) PLAN, THE ENTIRE AMOUNT OF HIS 2020 457(F) PLAN CONTRIBUTION IS INCLUDED IN TAXABLE INCOME. |
| PART I, LINE 7 | BONUSES ARE AWARDED ANNUALLY. MANAGEMENT IS PROVIDED AN AMOUNT, APPROVED BY THE BOARD, TO PAY IN ANNUAL BONUS. BONUS PAYMENTS ARE REVIEWED AND APPROVED BY THE EMPLOYEE'S DIRECT SUPERVISOR, HEAD OF HUMAN RESOURCES, AND CEO. CEO BONUS IS ESTABLISHED BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS AND FURTHER APPROVED BY THE FULL BOARD OF DIRECTORS. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | THE ORGANIZATION UPDATED ITS BYLAWS TO INCLUDE THE FOLLOWING CHANGES: 1. FISCAL YEAR OF THE CORPORATION SHALL END ON THE LAST FRIDAY IN SEPTEMBER. 2. SPECIFIES BOARD NUMBER BY STATING CORPORATION CURRENTLY HAS 15 DIRECTORS. THE BOARD SHALL AT ALL TIMES CONSIST OF NO FEWER THAN THREE DIRECTORS, OR ANY ODD NUMBER OF DIRECTORS NO GREATER THAN 25. 3. SPECIFIES BOARD TENURE BY STATING DIRECTORS SHALL ORDINARILY BE ELECTED TO A FOUR-YEAR TERM, BUT THE TERMS SHALL BE STAGGERED SO THAT THE TERMS OF APPROXIMATELY ONE QUARTER OF THE DIRECTORS SHALL EXPIRE AT EACH ANNUAL MEETING. 4. OUTLINES RESIGNATION/REMOVAL PROCEDURES OF BOARD MEMBERS DIRECTOR MAY RESIGN AT ANY TIME BY GIVING WRITTEN NOTICE OF SUCH RESIGNATION TO THE PRESIDENT AND SECRETARY OF THE CORPORATION. ANY DIRECTOR MAY BE REMOVED FROM OFFICE WITHOUT CAUSE BY THE AFFIRMATIVE VOTE OF TWO-THIRDS OF ALL THE DIRECTORS DURING A REGULAR OR SPECIAL MEETING. ANY TWO DIRECTORS MAY PROPOSE THE REMOVAL OF ANOTHER DIRECTOR BY WRITTEN NOTICE TO BOTH THE PRESIDENT AND SECRETARY OF THE CORPORATION. ANY DIRECTOR PROPOSED TO BE REMOVED SHALL BE ENTITLED TO AT LEAST FIVE DAYS NOTICE IN WRITING OF THE PROPOSED REMOVAL. 5. OUTLINES THE COMPOSITION AND RESPONSIBILITIES OF THE COMMITTEE THE COMMITTEE SHALL HAVE THE RESPONSIBILITY OF REVIEWING THE COMPENSATION OF SUCH SALARIED EMPLOYEES OF THE CORPORATION AS INDICATED BY THE BOARD FROM TIME TO TIME AND MAKING RECOMMENDATIONS THEREON TO THE BUDGET AND FINANCE COMMITTEE; AND SHALL MEET NOT LESS FREQUENTLY THAN ANNUALLY WITH THE CORPORATION'S INDEPENDENT PUBLIC ACCOUNTANTS TO REVIEW THE ANNUAL AUDIT OF THE CORPORATION AND SUCH OTHER MATTERS AS MAY BE BROUGHT TO THEM BY SUCH INDEPENDENT PUBLIC ACCOUNTANTS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PRESENTED IN DRAFT FORM TO THE AUDIT AND COMPENSATION COMMITTEE AND TO THE FULL BOARD FOR REVIEW PRIOR TO SUBMISSION. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION HAS A CODE OF CONDUCT THAT ADDRESSES CONFLICTS OF INTEREST. IT IS PRESENTED TO THE BOARD ANNUALLY. ADDITIONALLY, ALL EMPLOYEES, INCLUDING OFFICERS, ARE REQUIRED TO READ AND ACKNOWLEDGE THE CODE ANNUALLY. IN ADDITION, IF A CONFLICT ARISES, THE CONFLICTED INDIVIDUAL RECUSES HIMSELF FROM VOTING ON THE ISSUE. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ORGANIZATION'S AUDIT AND COMPENSATION COMMITTEES RECEIVE COMPENSATORY RECOMMENDATION FROM HUMAN RESOURCES AND FROM MANAGEMENT AS TO: 1. PERCENT BASE SALARY INCREASE FOR THE ORGANIZATION AS A WHOLE WITH TARGETS AND THE DOLLAR AMOUNT OF IMPACT ARE PRESENTED TO AND APPROVED BY THE AUDIT AND COMPENSATION COMMITTEE. 2. TARGET AMOUNT OF BONUS COMPENSATION FOR THE ENTIRE ORGANIZATION AND THE DOLLAR IMPACT ARE PRESENTED AND APPROVED BY THE AUDIT AND COMPENSATION COMMITTEE. 3. CEO COMPENSATION (BASE, BONUS AND DEFERRED COMPENSATION) IS REVIEWED TO MARKET VALUE FOR SIMILAR POSITIONS IN THE INDUSTRY AND APPROVED BY THE AUDIT AND COMPENSATION COMMITTEE. THIS PROCESS IS DOCUMENTED AND WAS LAST COMPLETED IN OCTOBER 2021. |
| FORM 990, PART VI, SECTION C, LINE 19 | PROVIDED UPON REQUEST. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOVELACE SCIENTIFIC RESOURCES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2441 RIDGECREST DR SE | AddressLine1Txt |
| City | ALBUQUERQUE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 850357767 | EIN |
| Primary Activities | CLINICAL TRIAL REASEARCH | PrimaryActivitiesTxt |
| Legal Domicile State | NM | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOVELACE BIOMEDICAL RESEARCH INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Share Of Total Income | $601,552 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $46,110 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOVELACE SCIENTIFIC RESOURCES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | Q | TransactionTypeTxt |
| Involved | $2,495,135 | InvolvedAmt |
| Method Of Amount Determination | ACTUAL PAYMENT | MethodOfAmountDeterminationTxt |