TRANSLATIONAL GENOMICS RESEARCH INSTITUTE: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- TRANSLATIONAL GENOMICS RESEARCH INSTITUTE (EIN 75-3065445)
- Tax period
- 2020-10-01 to 2021-09-30
- Filed
- 2022-08-08
- IRS object ID
- 202232209349302003
- Schema version
- 2020v4.1
- 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 C
- Schedule D
- Schedule F
- Schedule J
- Schedule L
- Schedule N
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-08-08T16:44:07-05:00 | ReturnTs |
| Tax Period End | 2021-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18101 VON KARMAN AVE STE 1700 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92612 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 753065445 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % TRACY KARNS | InCareOfNm |
| Business Name Control | TRAN | BusinessNameControlTxt |
| Phone | 6023438400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 445 N 5TH STREET Suite 600 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85004 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MANUEL ESTRADA | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 6023438400 | PhoneNum |
| Signature | 2022-08-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Manuel | PersonFirstNm |
| Person Last | Estrada | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KARA ADAMS | PreparerPersonNm |
| PTIN | P00023315 | PTIN |
| Phone | 9497942300 | PhoneNum |
| Preparation | 2022-08-04 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| 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 | JEFFREY M TRENT PHD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 445 N 5TH STREET SUITE 600 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $242,376,354 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.TGEN.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2002 | FormationYr |
| Legal Domicile State | AZ | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O | ActivityOrMissionDesc |
| Contract Termination | Yes (X) | ContractTerminationInd |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 469 | TotalEmployeeCnt |
| Total Volunteers | 48 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $54,124,639 | PYContributionsGrantsAmt |
| CY Contributions Grants | $36,277,806 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $23,939,255 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $25,808,862 | CYProgramServiceRevenueAmt |
| PY Investment Income | $406,035 | PYInvestmentIncomeAmt |
| CY Investment Income | $68,189,525 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$4,320,536 | PYOtherRevenueAmt |
| CY Other Revenue | $45,411,597 | CYOtherRevenueAmt |
| PY Total Revenue | $74,149,393 | PYTotalRevenueAmt |
| CY Total Revenue | $175,687,790 | 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 | $37,899,661 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $40,026,832 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $40,903,399 | PYOtherExpensesAmt |
| CY Other Expenses | $59,165,763 | CYOtherExpensesAmt |
| PY Total Expenses | $78,803,060 | PYTotalExpensesAmt |
| CY Total Expenses | $99,192,595 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$4,653,667 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $76,495,195 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $140,363,431 | TotalAssetsBOYAmt |
| Total Assets EOY | $224,233,974 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $62,473,382 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $69,704,038 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $77,890,049 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $154,529,936 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | Yes (true) | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $23,137,146 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | TARGETED DIGITAL SEQUENCING BLOOD BIOPSY TECHNOLOGY (TARDIS) - SEE SCHEDULE O | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $12,469,676 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $9,847,910 | RevenueAmt |
| Desc | CLINICAL GENOMICS REFERENCE LABORATORY - SEE SCHEDULE O | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $8,515,903 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $3,947,498 | RevenueAmt |
| Desc | INTEGRATED CANCER - SEE SCHEDULE O | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $31,856,834 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $12,013,454 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $75,979,559 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | Yes (true) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (true) | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (true) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | Yes (true) | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 81 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 469 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (true) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TRACY KARNS | PersonNm |
| Phone | 6023438415 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 445 N 5TH STREET SUITE 600 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85004 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (29 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Robert Stone | ||||||||||
| BD & VICE CHRM/COH CEO & PRES. | 1.0 | 59.0 | Yes (X) | Yes (X) | $0 | $3,147,496 | $558,067 | |||
| Jennifer Parkhurst | ||||||||||
| Treasurer/COH CFO | 1.0 | 59.0 | Yes (X) | $0 | $1,374,742 | $313,357 | ||||
| Jeffrey M Trent PhD | ||||||||||
| BOARD MEMBER/PRES/SCIENCE DIR. | 39.0 | 1.0 | Yes (X) | Yes (X) | $0 | $1,047,178 | $249,398 | |||
| Gregory Schetina | ||||||||||
| Secretary/COH General COUNSEL | 1.0 | 59.0 | Yes (X) | $0 | $1,043,947 | $215,265 | ||||
| Teresa Burleson | ||||||||||
| Chief Operating Officer | 39.0 | 1.0 | Yes (X) | $873,615 | $0 | $23,532 | ||||
| Daniel Von Hoff | ||||||||||
| Physician in Chief | 40.0 | 0.0 | $754,185 | $0 | $71,832 | Yes (X) | ||||
| Cornelis Van Den Berg | ||||||||||
| Former Officer | 0.0 | 60.0 | $0 | $631,148 | $74,749 | Yes (X) | ||||
| Sunil Sharma | ||||||||||
| DEPUTY DIR OF CLINIC. SCIENCES | 40.0 | 0.0 | $580,764 | $0 | $22,636 | Yes (X) | ||||
| Julia Bridge | ||||||||||
| Professor | 40.0 | 0.0 | $419,925 | $0 | $19,087 | Yes (X) | ||||
| Michael Berens | ||||||||||
| Deputy Director of Research | 40.0 | 0.0 | $403,057 | $0 | $25,120 | Yes (X) | ||||
| Nicholas Schork | ||||||||||
| Professor | 40.0 | 0.0 | $404,122 | $0 | $17,054 | Yes (X) | ||||
| Stephanie McRae | ||||||||||
| GENERAL COUNSEL/ASST SECRETARY | 40.0 | 0.0 | Yes (X) | $395,435 | $0 | $14,428 | ||||
| Thomas Royce | ||||||||||
| EXEC. DIR OF EMERG OPP (PT YR) | 40.0 | 0.0 | $378,862 | $0 | $20,137 | Yes (X) | ||||
| Timothy McDaniel | ||||||||||
| Sr. VP of EmerG. Opp (PT YR) | 40.0 | 0.0 | $365,774 | $0 | $20,835 | Yes (X) | ||||
| Manuel Estrada | ||||||||||
| CFO/Assistant Treasurer | 39.0 | 1.0 | Yes (X) | $352,079 | $0 | $21,354 | ||||
| Janine LoBello | ||||||||||
| Ashion Clinical Lab Director | 40.0 | 0.0 | $321,818 | $0 | $18,088 | Yes (X) | ||||
| Kendall Jensen | ||||||||||
| DEPUTY DIR. OF RESEARCH RES. | 40.0 | 0.0 | $307,500 | $0 | $20,586 | Yes (X) | ||||
| James Lowey | ||||||||||
| Chief Information Officer | 40.0 | 0.0 | Yes (X) | $275,730 | $0 | $21,559 | ||||
| Galen Perry | ||||||||||
| Sr. VP of MKTG & Communication | 40.0 | 0.0 | $263,628 | $0 | $24,154 | Yes (X) | ||||
| William J Post | ||||||||||
| Board Member/Chairman | 1.0 | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Bennett Dorrance | ||||||||||
| Board Member | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| David J Gullen MD | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Sharon Harper | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| PAMELA KEHALY | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| CINDY PARSEGHIAN | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| TERRY PEETS | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| MARILYN QUAYLE | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| ANTHONY SCOTT | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Richard Silverman | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $6,096,494 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $7,244,511 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,751,238 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 70 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GIRIKON LLC | |||||
| 15433 N TATUM BLVD SUITE 105 | PHOENIX | AZ | 85032 | CONSULTING SERVICES | $332,807 |
| IMAGING ENDPOINTS II LLC | |||||
| 9700 N 91ST ST SUITE B-200 | SCOTTSDALE | AZ | 85258 | CONSULTING SERVICES | $304,327 |
| ERNST YOUNG LLP | |||||
| PO BOX 846793 | LOS ANGELES | CA | 90084 | PROF. SERVICES | $271,615 |
| BOOTH UDALL FULLER PLC | |||||
| 1255 W RIO SALADO PKWY SUITE 215 | TEMPE | AZ | 85281 | LEGAL SERVICES | $250,482 |
| FIRSTSTRATEGIC | |||||
| 300 W CLARENDON AVE SUITE 460 | PHOENIX | AZ | 85013 | CONSULTING SERVICES | $198,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $18,488,385 | RelatedOrganizationsAmt |
| Government Grants | $11,044,321 | GovernmentGrantsAmt |
| All Other Contributions | $6,745,100 | AllOtherContributionsAmt |
| Total Contributions | $36,277,806 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RESEARCH CONTRACTS | Desc |
| Business | 541711 | BusinessCd |
| Total Revenue Column | $25,808,862 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $25,808,862 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $25,808,862 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $92,533 | TotalRevenueColumnAmt |
| Exclusion | $92,533 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $50,072,669 | TotalRevenueColumnAmt |
| Exclusion | $50,072,669 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $2,708,270 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $7,369,342 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$4,661,072 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$4,661,072 | TotalRevenueColumnAmt |
| Exclusion | -$4,661,072 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,547,987 | SecuritiesAmt |
| Other | $125,868,227 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,271,720 | SecuritiesAmt |
| Other | $58,047,502 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $276,267 | SecuritiesAmt |
| Other | $67,820,725 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $68,096,992 | TotalRevenueColumnAmt |
| Exclusion | $68,096,992 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $175,687,790 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $25,808,862 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $113,601,122 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,023,188 | TotalAmt |
| Program Services | $1,563,401 | ProgramServicesAmt |
| Management And General | $2,459,787 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,020,435 | TotalAmt |
| Program Services | $19,583,609 | ProgramServicesAmt |
| Management And General | $10,436,826 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $986,277 | TotalAmt |
| Program Services | $614,197 | ProgramServicesAmt |
| Management And General | $372,080 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,718,130 | TotalAmt |
| Program Services | $1,700,547 | ProgramServicesAmt |
| Management And General | $1,017,583 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,278,802 | TotalAmt |
| Program Services | $1,408,480 | ProgramServicesAmt |
| Management And General | $870,322 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $859,830 | TotalAmt |
| Program Services | $408,285 | ProgramServicesAmt |
| Management And General | $451,545 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $615,896 | TotalAmt |
| Program Services | $8,213 | ProgramServicesAmt |
| Management And General | $607,683 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $129,600 | TotalAmt |
| Management And General | $129,600 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,083,701 | TotalAmt |
| Program Services | $11,487,284 | ProgramServicesAmt |
| Management And General | $1,596,417 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $580,043 | TotalAmt |
| Program Services | $433,564 | ProgramServicesAmt |
| Management And General | $146,479 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,851,745 | TotalAmt |
| Program Services | $15,782,698 | ProgramServicesAmt |
| Management And General | $69,047 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,900,559 | TotalAmt |
| Program Services | $1,849,898 | ProgramServicesAmt |
| Management And General | $1,050,661 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,270,899 | TotalAmt |
| Program Services | $16,270,899 | ProgramServicesAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $486,255 | TotalAmt |
| Program Services | $164,772 | ProgramServicesAmt |
| Management And General | $321,483 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,011 | TotalAmt |
| Program Services | $37,381 | ProgramServicesAmt |
| Management And General | $61,630 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $211,185 | TotalAmt |
| Program Services | $52,847 | ProgramServicesAmt |
| Management And General | $158,338 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $114,000 | TotalAmt |
| Program Services | $181,976 | ProgramServicesAmt |
| Management And General | -$67,976 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,075,085 | TotalAmt |
| Program Services | $4,245,051 | ProgramServicesAmt |
| Management And General | $2,830,034 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $454,554 | TotalAmt |
| Program Services | $80,766 | ProgramServicesAmt |
| Management And General | $373,788 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| DUES & SUBSCRIPTIONS | $171,104 | $32,133 | $138,971 | $0 |
| RECRUITMENT | $169,644 | $36,491 | $133,153 | $0 |
| RELOCATION | $72,186 | $5,195 | $66,991 | $0 |
| ALL OTHER EXPENSES | $20,466 | $31,872 | -$11,406 | $0 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,192,595 | TotalAmt |
| Program Services | $75,979,559 | ProgramServicesAmt |
| Management And General | $23,213,036 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Joint Costs TotalJointCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,756,000 | BOYAmt |
| EOY | $129,097,377 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,429,969 | BOYAmt |
| EOY | $12,190,648 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,511,721 | BOYAmt |
| EOY | $9,007,792 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,479,127 | BOYAmt |
| EOY | $283,706 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $131,482 | BOYAmt |
| EOY | $75,000 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,221,231 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,020,134 | BOYAmt |
| EOY | $2,188,666 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $73,852,648 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $22,032,352 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,704,442 | BOYAmt |
| EOY | $51,820,296 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,093,349 | BOYAmt |
| EOY | $8,761,703 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,015,976 | BOYAmt |
| EOY | $10,808,786 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $140,363,431 | BOYAmt |
| EOY | $224,233,974 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,933,405 | BOYAmt |
| EOY | $18,831,065 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,103,374 | BOYAmt |
| EOY | $2,132,540 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $213,099 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,000 | BOYAmt |
| EOY | $50,000 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,982,796 | BOYAmt |
| EOY | $47,372,761 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,000 | BOYAmt |
| EOY | $50,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,140,708 | BOYAmt |
| EOY | $1,267,672 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,473,382 | BOYAmt |
| EOY | $69,704,038 | 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 | $68,899,823 | BOYAmt |
| EOY | $146,224,427 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,990,226 | BOYAmt |
| EOY | $8,305,509 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,890,049 | BOYAmt |
| EOY | $154,529,936 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $140,363,431 | BOYAmt |
| EOY | $224,233,974 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $76,495,195 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $144,692 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | 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 | $17,588,654 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $31,879,587 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $62,343,578 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $54,124,639 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $36,879,938 | CurrentTaxYearAmt |
| Total | $202,816,396 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,588,654 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $31,879,587 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $62,343,578 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $54,124,639 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $36,879,938 | CurrentTaxYearAmt |
| Total | $202,816,396 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $7,040,099 | SubstantialContributorsTotAmt |
| Public Support Total170 | $195,776,297 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $109,024 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,179,409 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,155,820 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,056,541 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $52,873,472 | CurrentTaxYearAmt |
| Total | $63,374,266 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $5,677,144 | CurrentTaxYearMinus3YearsAmt |
| Total | $5,677,144 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $271,867,806 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $105,121,318 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.72012 | PublicSupportCY170Pct |
| Public Support PY170 | 0.90470 | 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 | FormAndLineReferenceDesc |
| Explanation | THE AMOUNTS INCLUDED IN SCHEDULE A, PART II CORRESPOND TO THE FOLLOWING PERIODS: COLUMN (E) 2020 : 10/01/2020-09/30/2021 COLUMN (D) 2019 : 10/01/2019-09/30/2020 COLUMN (C) 2018 : 10/01/2018-09/30/2019 COLUMN (B) 2017 : 10/01/2017-09/30/2018 COLUMN (A) 2016 : 01/01/2017-09/30/2017 (SHORT PERIOD) | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | false | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | false | DirectContactLegislatorsInd |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Other Activities | $129,600 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $129,600 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE C, PART II-B, LINE 1I | FormAndLineReferenceDesc |
| Explanation | THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE (TGEN) USES A THIRD PARTY COMMUNICATIONS AND PUBLIC AFFAIRS FIRM TO COORDINATE LOBBYING EFFORTS ON BEHALF OF TGEN THROUGH COMMUNICATIONS TO LOCAL GOVERNMENT, LEGISLATIVE AND FEDERAL OFFICIALS AND COMMUNITY LEADERS ON TGEN ACTIVITIES. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| Agent Trustee Etc | false | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | false | InclEscrowCustodialAcctLiabInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,696,827 | BeginningYearBalanceAmt |
| Contributions | $173,542 | ContributionsAmt |
| Investment Earnings Or Losses | $517,109 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $553,954 | OtherExpendituresAmt |
| End Year Balance | $6,833,524 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,186,285 | BeginningYearBalanceAmt |
| Contributions | $378,481 | ContributionsAmt |
| Investment Earnings Or Losses | $419,824 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $287,763 | OtherExpendituresAmt |
| End Year Balance | $6,696,827 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,088,052 | BeginningYearBalanceAmt |
| Contributions | $1,373,720 | ContributionsAmt |
| Investment Earnings Or Losses | $227,248 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $502,735 | OtherExpendituresAmt |
| End Year Balance | $6,186,285 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,355,690 | BeginningYearBalanceAmt |
| Contributions | $75,833 | ContributionsAmt |
| Investment Earnings Or Losses | $182,488 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $525,959 | OtherExpendituresAmt |
| End Year Balance | $5,088,052 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,258,044 | BeginningYearBalanceAmt |
| Contributions | $46,076 | ContributionsAmt |
| Investment Earnings Or Losses | $525,676 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,658 | GrantsOrScholarshipsAmt |
| Other Expenditures | $469,448 | OtherExpendituresAmt |
| End Year Balance | $5,355,690 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.00910 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.99090 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (true) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (true) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $0 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $47,793,362 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,236,392 | DepreciationAmt |
| Book Value | $41,556,970 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,322,739 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,815,644 | DepreciationAmt |
| Book Value | $1,507,095 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $19,681,497 | OtherCostOrOtherBasisAmt |
| Depreciation | $12,206,915 | DepreciationAmt |
| Book Value | $7,474,582 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,055,050 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,773,401 | DepreciationAmt |
| Book Value | $1,281,649 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $51,820,296 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO EMPLOYEE 457 (B) PLAN | Desc |
| Amt | $1,267,672 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,267,672 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PART V, LINE 4 | TGEN FOUNDATION CLASSIFIES AS PERMANENTLY RESTRICTED NET ASSETS (1) THE ORIGINAL VALUE OF THE GIFT DONATED TO THE PERMANENT ENDOWMENT, (2) THE ORIGINAL VALUE OF SUBSEQUENT GIFTS DONATED TO THE PERMANENT ENDOWMENT, AND (3) ACCUMULATIONS TO THE PERMANENT ENDOWMENT MADE IN ACCORDANCE WITH THE DIRECTION OF THE APPLICABLE DONOR GIFT INSTRUMENT. TGEN FOUNDATION HAS A TEMPORARILY RESTRICTED ASSET WHICH HAS BEEN DESIGNED TO SUPPORT A SUMMER INTERN EACH YEAR AT TGEN. TGEN FOUNDATION'S POLICY FOR APPROPRIATING THE DISTRIBUTION OF ITS SUMMER INTERNSHIP PROGRAM ENDOWMENT HAS BEEN DESIGNED TO SUPPORT A GRANT TO TGEN FOR AN INTERN EACH YEAR FOR 25 YEARS. THE FOUNDATION CONSIDERED THE LONG-TERM EXPECTED RETURN ON ITS ENDOWMENT. TGEN FOUNDATION HAS A RESTRICTED ASSET FOR THE ESTABLISHMENT OF AN ENDOWED CHAIR IN BRAIN CANCER RESEARCH. TGEN FOUNDATION ALSO HAS A RESTRICTED ASSET WHICH ALLOWS THEM TO USE ANY INVESTMENT INCOME FOR OPERATING EXPENSES. |
| SCHEDULE D, PART X, LINE 2 | THE FOLLOWING PARAGRAPH IS FROM THE CITY OF HOPE CONSOLIDATED AUDITED FINANCIAL STATEMENTS AS OF SEPTEMBER 30, 2021 (WHICH INCLUDES CITY OF HOPE, CITY OF HOPE NATIONAL MEDICAL CENTER, CITY OF HOPE MEDICAL FOUNDATION, BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPE, THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE AND ITS AFFILIATES, SOUTHERN CALIFORNIA RADIATION ONCOLOGY, LLC, ACCESSHOPE, LLC, AND CITY OF HOPE AUXILIARIES (AUXILIARIES)): FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION TOPIC ASC 740, INCOME TAXES, CLARIFIES THE ACCOUNTING FOR INCOME TAXES BY PRESCRIBING A MINIMUM RECOGNITION THRESHOLD THAT A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FINANCIAL STATEMENTS. ASC 740 ALSO PROVIDES GUIDANCE ON DE-RECOGNITION, MEASUREMENT, CLASSIFICATION, INTEREST AND PENALTIES, DISCLOSURE, AND TRANSITION. THE GUIDANCE CONTAINED IN ASC 740 IS APPLICABLE TO PASS-THROUGH ENTITIES AND TAX-EXEMPT ORGANIZATIONS. CITY OF HOPE HAS NO SIGNIFICANT UNCERTAIN TAX POSITIONS OR TAX LIABILITY FOR TAX BENEFITS, INTEREST, OR PENALTIES ACCRUED AT SEPTEMBER 30, 2021 AND 2020. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (5 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|
| Europe (Including Iceland and Greenland) | Program Services | Research Services | $128,499 |
| Middle East and North Africa | Program Services | Research Services | $76,461 |
| North America | Program Services | Research Services | $67,917 |
| South Asia | Program Services | Research Services | $66,450 |
| East Asia and the Pacific | Program Services | Research Services | $10,208 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $349,535 | SubtotalSpentAmt |
| Total Spent | $349,535 | TotalSpentAmt |
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE F, PART I, LINE 3, COLUMN (F) | FormAndLineReferenceDesc |
| Explanation | THE AMOUNTS REPORTED IN COLUMN (F) ARE DETERMINED BASED ON THE ACCRUAL METHOD OF ACCOUNTING. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (19 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 Stone | ||||||||||||||
| BD & VICE CHRM/COH CEO & PRES. | $0 | $1,627,789 | $0 | $1,371,000 | $0 | $148,707 | $0 | $518,344 | $0 | $39,723 | $0 | $3,705,563 | $0 | $423,000 |
| Jeffrey M Trent PhD | ||||||||||||||
| BOARD MEMBER/PRES/SCIENCE DIR. | $0 | $847,770 | $0 | $140,000 | $0 | $59,408 | $0 | $220,536 | $0 | $28,862 | $0 | $1,296,576 | $0 | $0 |
| Manuel Estrada | ||||||||||||||
| CFO/Assistant Treasurer | $302,826 | $0 | $47,411 | $0 | $1,842 | $0 | $8,571 | $0 | $12,783 | $0 | $373,433 | $0 | $0 | $0 |
| Jennifer Parkhurst | ||||||||||||||
| Treasurer/COH CFO | $0 | $848,561 | $0 | $526,181 | $0 | $0 | $0 | $265,222 | $0 | $48,135 | $0 | $1,688,099 | $0 | $74,160 |
| Gregory Schetina | ||||||||||||||
| Secretary/COH General COUNSEL | $0 | $605,225 | $0 | $406,179 | $0 | $32,543 | $0 | $163,370 | $0 | $51,895 | $0 | $1,259,212 | $0 | $120,612 |
| Stephanie McRae | ||||||||||||||
| GENERAL COUNSEL/ASST SECRETARY | $299,993 | $0 | $93,600 | $0 | $1,842 | $0 | $2,837 | $0 | $11,591 | $0 | $409,863 | $0 | $0 | $0 |
| James Lowey | ||||||||||||||
| Chief Information Officer | $244,896 | $0 | $29,000 | $0 | $1,834 | $0 | $11,339 | $0 | $10,220 | $0 | $297,289 | $0 | $0 | $0 |
| Daniel Von Hoff | ||||||||||||||
| Physician in Chief | $749,259 | $0 | $0 | $0 | $4,926 | $0 | $60,033 | $0 | $11,799 | $0 | $826,017 | $0 | $0 | $0 |
| Michael Berens | ||||||||||||||
| Deputy Director of Research | $358,766 | $0 | $20,000 | $0 | $24,291 | $0 | $13,071 | $0 | $12,049 | $0 | $428,177 | $0 | $0 | $0 |
| Sunil Sharma | ||||||||||||||
| DEPUTY DIR OF CLINIC. SCIENCES | $528,342 | $0 | $30,000 | $0 | $22,422 | $0 | $8,644 | $0 | $13,992 | $0 | $603,400 | $0 | $0 | $0 |
| Timothy McDaniel | ||||||||||||||
| Sr. VP of EmerG. Opp (PT YR) | $278,032 | $0 | $86,500 | $0 | $1,242 | $0 | $9,679 | $0 | $11,156 | $0 | $386,609 | $0 | $0 | $0 |
| Kendall Jensen | ||||||||||||||
| DEPUTY DIR. OF RESEARCH RES. | $291,233 | $0 | $15,000 | $0 | $1,267 | $0 | $6,154 | $0 | $14,432 | $0 | $328,086 | $0 | $0 | $0 |
| Nicholas Schork | ||||||||||||||
| Professor | $376,800 | $0 | $25,000 | $0 | $2,322 | $0 | $11,332 | $0 | $5,722 | $0 | $421,176 | $0 | $0 | $0 |
| Julia Bridge | ||||||||||||||
| Professor | $416,361 | $0 | $0 | $0 | $3,564 | $0 | $11,307 | $0 | $7,780 | $0 | $439,012 | $0 | $0 | $0 |
| Thomas Royce | ||||||||||||||
| EXEC. DIR OF EMERG OPP (PT YR) | $303,322 | $0 | $75,000 | $0 | $540 | $0 | $11,381 | $0 | $8,756 | $0 | $398,999 | $0 | $0 | $0 |
| Janine LoBello | ||||||||||||||
| Ashion Clinical Lab Director | $296,884 | $0 | $24,394 | $0 | $540 | $0 | $11,380 | $0 | $6,708 | $0 | $339,906 | $0 | $0 | $0 |
| Galen Perry | ||||||||||||||
| Sr. VP of MKTG & Communication | $225,238 | $0 | $35,600 | $0 | $2,790 | $0 | $10,900 | $0 | $13,254 | $0 | $287,782 | $0 | $0 | $0 |
| Teresa Burleson | ||||||||||||||
| Chief Operating Officer | $505,283 | $0 | $366,490 | $0 | $1,842 | $0 | $11,387 | $0 | $12,145 | $0 | $897,147 | $0 | $0 | $0 |
| Cornelis Van Den Berg | ||||||||||||||
| Former Officer | $0 | $485,720 | $0 | $109,409 | $0 | $36,019 | $0 | $47,626 | $0 | $27,123 | $0 | $705,897 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J, PART I, LINE 3 | The President of TGEN is compensated by its related organization, City of Hope, which also determines the methods for establishing compensation. |
| SCHEDULE J, PART I, LINE 4B | THE CITY OF HOPE HAS A NON-QUALIFIED SECTION 457(F) EXECUTIVE SUPPLEMENTAL ACCUMULATION PLAN THAT IS DESIGNED AND MAINTAINED TO PROVIDE A SELECT GROUP OF MANAGEMENT OR HIGHLY COMPENSATED EMPLOYEES WITH DEFERRED COMPENSATION. THE PLAN VESTS AFTER THREE (3) FISCAL YEARS OF SERVICE AND THE VESTED TOTALS ARE INCLUDED IN SCHEDULE J, PART II, COLUMN B (III). PRIOR TO VESTING, THE ANNUAL AMOUNTS ARE INCLUDED IN SCHEDULE J, PART II, COLUMN C. PURSUANT TO THE PLAN DOCUMENT, VESTED PARTICIPANTS ARE ENTITLED TO WITHDRAW FROM THEIR VESTED ACCOUNT AN AMOUNT EQUAL TO THE FEDERAL, STATE, LOCAL AND FICA TAXES THEY OWE. THESE AMOUNTS ARE REMITTED TO THE APPROPRIATE TAXING AUTHORITIES ON BEHALF OF THE PARTICIPANTS. DURING CALENDAR YEAR 2020 THE FOLLOWING INDIVIDUALS WITHDREW THE REFERENCED AMOUNTS TO COVER SUCH TAXES: ROBERT W. STONE $38,845 CORNELIS VAN DEN BERG $18,648 GREGORY SCHETINA $ 9,748 THESE AMOUNTS HAVE BEEN INCLUDED IN THE PARTICIPANTS INCOME ON SCHEDULE J, PART II, COLUMN B(III). |
| SCHEDULE J, PART I, LINE 7 | SOME OF TGEN'S OFFICERS AND KEY EMPLOYEES LISTED IN PART VII WERE PAID BONUSES WHICH WERE BASED ON ACCOMPLISHMENTS OF SPECIFIC MILESTONES AND/OR PERFORMANCE METRICS, AS APPROVED BY THE TGEN BOARD OF DIRECTORS. |
| SCHEDULE J, PART II | SOME OF TGENS OFFICERS AND KEY EMPLOYEES LISTED IN PART VII HAVE RETENTION AGREEMENTS THROUGH 2020 AND 2021. AMOUNTS ACCRUED BY TGEN DURING CALENDAR YEAR 2020 UNDER THESE AGREEMENTS HAVE BEEN REPORTED IN SCHEDULE J, PART II, COLUMN (C) AS DEFERRED COMPENSATION. |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (2 entries)
| Relationship With OrgRelationshipWithOrgTxt | Loan PurposeLoanPurposeTxt | Loan To OrganizationLoanToOrganizationInd | Original PrincipalOriginalPrincipalAmt | Balance DueBalanceDueAmt | DefaultDefaultInd | Board Or Committee ApprovalBoardOrCommitteeApprovalInd | Written AgreementWrittenAgreementInd | Loan From OrganizationLoanFromOrganizationInd |
|---|---|---|---|---|---|---|---|---|
| BENNETT DORRANCE | ||||||||
| BOARD MEMBER | See Part V | Yes (X) | $50,000 | $50,000 | false | Yes (true) | Yes (true) | |
| KENDALL JENSEN | ||||||||
| EMPLOYEE | See Part V | $250,000 | $75,000 | false | Yes (true) | Yes (true) | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $125,000 | TotalBalanceDueAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE L, PART II, LINE 1, COLUMN (C) | CAPITALIZE NEW ENTITY FORMED FOR BIOMARKER RESEARCH. |
| SCHEDULE L, PART II, LINE 2, COLUMN (C) | RELOCATION ASSISTANCE |
Schedule N IRS990ScheduleN
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liquidation Of Assets Table | LiquidationOfAssetsTableGrp |
Disposition Of Assets Detail DispositionOfAssetsDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Distri Or Expnss Paid | SALE OF EQUITY IN ASHION ANALYTICS LLC | AssetsDistriOrExpnssPaidDesc |
| Distribution | 2021-04-14 | DistributionDt |
| Fair Market Value Of Asset | $87,310,000 | FairMarketValueOfAssetAmt |
| Method Of FMV Determination | VALUATION | MethodOfFMVDeterminationTxt |
| EIN | 020478229 | EIN |
| Person | EXACT SCIENCES CORPORATION | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 ENDEAVOR LANE | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53719 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRC Section | CORP | IRCSectionTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Director Of Successor2 | false | DirectorOfSuccessor2Ind |
| Employee Of Successor2 | false | EmployeeOfSuccessor2Ind |
| Owner Of Successor2 | false | OwnerOfSuccessor2Ind |
| Receive Compensation2 | false | ReceiveCompensation2Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE N, PART II | FormAndLineReferenceDesc |
| Explanation | In February 2021, TGen entered into an agreement with Exact Sciences to sell Ashion Analytics, through its wholly owned subsidiary PMED, for the purpose of accelerating worldwide patient care and precision medicine through sales channels and distribution networks. Regulatory approval was received and the sale was finalized in April 2021. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (16 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 1 and PART III, LINE 1 | THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE (TGEN) IS A NONPROFIT BIOMEDICAL RESEARCH INSTITUTE FOCUSED ON DEVELOPING EARLIER AND SMARTER TREATMENTS BY EMPLOYING INNOVATIVE ADVANCES ARISING FROM THE HUMAN GENOME PROJECT AND APPLYING THEM TO THE DEVELOPMENT OF DIAGNOSTICS, PROGNOSTICS AND THERAPIES FOR CANCER, NEUROLOGICAL DISORDERS, DIABETES AND OTHER COMPLEX DISEASES. FORM 990, PART III, LINE 2 On January 11, 2021, TGen and Exact Sciences entered into a worldwide exclusive license to TGen's rights in its proprietary Targeted Digital Sequencing (TARDIS) blood biopsy technology. TARDIS was developed to be highly sensitive and customizable for each patient to detect trace amounts of tumor DNA in a patient's blood after his or her initial treatment. |
| FORM 990, PART III, LINE 4A | IN JANUARY 2021, TGEN AND EXACT SCIENCES ENTERED INTO A WORLDWIDE EXCLUSIVE LICENSE TO TGEN'S RIGHTS IN ITS PROPRIETARY TARGETED DIGITAL SEQUENCING (TARDIS) BLOOD BIOPSY TECHNOLOGY. THIS COMPELLING AND TECHNICALLY DISTINCT APPROACH WILL HELP EXPAND EXACT SCIENCES LEADERSHIP IN PRECISION ONCOLOGY AND OFFERS A DIFFERENTIATED PATIENT-SPECIFIC SOLUTION IN MINIMAL RESIDUAL DISEASE (MRD) TESTING. TARDIS WAS DEVELOPED TO BE HIGHLY SENSITIVE AND CUSTOMIZABLE FOR EACH PATIENT TO DETECT TRACE AMOUNTS OF TUMOR DNA IN A PATIENT'S BLOOD AFTER HIS OR HER INITIAL TREATMENT. ANALYSIS OF DNA SHED INTO A PATIENT'S BLOOD STREAM CAN PROVIDE A NONINVASIVE MEANS OF DETECTING THE PRESENCE OF A TUMOR. PATIENTS WHO HAVE UNDERGONE INITIAL TREATMENT MAY ONLY HAVE SMALL AMOUNTS OF TUMOR DNA IN THEIR BLOOD, WHICH CAN BE DIFFICULT TO DETECT WITH CONVENTIONAL TECHNOLOGY. IN A STUDY PUBLISHED IN SCIENCE TRANSLATIONAL MEDICINE, TARDIS DEMONSTRATED HIGH ACCURACY IN ASSESSING MOLECULAR RESPONSE AND RESIDUAL DISEASE DURING NEOADJUVANT THERAPY TO TREAT BREAST CANCER. TARDIS ACHIEVED UP TO 100-FOLD IMPROVEMENT BEYOND THE CURRENT LIMIT OF CIRCULATING TUMOR DNA DETECTION. TGen and Exact Sciences have entered into 5-year research collaboration. |
| FORM 990, PART III, LINE 4B | TGEN'S CLINICAL GENOMIC SEQUENCING IS PROVIDED THROUGH ASHION, A TGEN SPECIALTY LAB, ESTABLISHED IN 2011, WHICH IS A CAP ACCREDITED AND CLIA-CERTIFIED TESTING LABORATORY COMMITTED TO ACCELERATING THE ADOPTION OF PRECISION MEDICINE IN THE CARE STREAM. THE LABORATORY USES NEXT-GENERATION SEQUENCING TECHNOLOGY AND PROPRIETARY INFORMATICS SYSTEMS FOR ANALYSIS AND DRUG MATCHING. TUMOR/NORMAL SEQUENCING IS PERFORMED FOR ALL OF TGEN'S PRECISION MEDICINE ONCOLOGY TRIALS. THE LABORATORY ALSO PROVIDES GENOMIC SEQUENCING SERVICES FOR TGEN'S CENTER FOR RARE CHILDHOOD DISORDERS. THE TEST MENU INCLUDES CLIA-CERTIFIED EXOME AND RNA SEQUENCING. IN APRIL 2021, EXACT SCIENCES ACQUIRED ASHION FROM TGEN. THE ACQUISITION HELPED ACCELERATE THE DEVELOPMENT OF EXACT SCIENCES PRECISION ONCOLOGY PORTFOLIO, INCLUDING MRD AND OTHER SEQUENCING-BASED TESTS. TGen and Exact Sciences have entered into 10-year research collaboration. |
| FORM 990, PART III, LINE 4C | THE DIVISION OF INTEGRATED CANCER GENOMICS (ICG) IS UTILIZING STATE-OF-THE-ART MOLECULAR TECHNOLOGIES TO UNCOVER THE MULTIPLE DIMENSIONS OF MOLECULAR CHANGES THAT OCCUR IN CANCER, AND INTEGRATE THESE DATASETS TO CAPTURE A HIGH-RESOLUTION IMAGE OF THE TUMOR MOLECULAR LANDSCAPE. AMONG ICG FACULTY, THE DIVISION BOASTS AN AMAZING ARRAY OF COMPETENCIES INCLUDING GENOMIC PROFILING USING VARIOUS TECHNOLOGIES THAT INCLUDE NEXT-GENERATION SEQUENCING INCLUDING SINGLE-CELL, EPIGENETICS, NEOANTIGEN ANALYSIS, CANCER CELL BIOLOGY AND BIOINFORMATICS. ACROSS THE VARIOUS LABORATORIES, WE STUDY A MULTITUDE OF ADULT AND PEDIATRIC CANCERS, TRYING TO UNDERSTAND THE EVENTS THAT DRIVE CANCER PROGRESSION FROM PRIMARY TO ADVANCED METASTATIC DISEASE IN ADDITION TO UNDERSTANDING WHY AND HOW CANCER AFFECTS INDIVIDUALS FROM DIFFERENT ETHNICITIES AND ANCESTRAL BACKGROUNDS. ICG FACULTY ALSO ARE INVOLVED IN APPLYING HIGH-RESOLUTION GENOMIC TECHNOLOGIES TO PATIENT SAMPLES IN REAL TIME, DURING CLINICAL MANAGEMENT, TO ASSIST ONCOLOGISTS IN MAKING THERAPEUTIC RECOMMENDATIONS FOR CANCER PATIENTS. ICG IS DIRECTLY AIMING ITS EFFORTS TO DRIVE EARLIER DIAGNOSTICS AND SMARTER TREATMENTS TOWARDS PATIENTS. |
| FORM 990, PART III, LINE 4D | RESEARCH PROGRESSED MARKEDLY IN 2021, THIS INCLUDED A NUMBER OF RESEARCH AND CLILNICAL ADVANCES; PEER-REVIEWED SCIENTIFIC PAPERS; GRANTS AND CONTRACTS; EDUCATION AND OUTREACH EFFORTS; AND, NEAR- AND LONG-TERM OPPORTUNITIES TO ADVANCE AND STRENGTHEN TGEN'S PRESENCE IN BIOMEDICAL RESEARCH AND CLINICAL CARE. TGEN ACHIEVED SUCCESS ACROSS MULTIPLE AREAS. OUR VIRUS GENOMIC SEQUENCING ABILITIES INCREASED BY ALMOST 10-FOLD OVER THE PREVIOUS TWO YEARS (FUELED BY THE DELTA VARIANT). THIS WORK ENABLED THE DEVELOPMENT OF A 21ST CENTURY PUBLIC-HEALTH AND INFECTIOUS-DISEASE MONITORING SYSTEM, ENABLED BY BETTER, FASTER, MORE ACCURATE - AND COST EFFECTIVE - SEQUENCING TOOLS. TGEN, FOR EXAMPLE, WAS THE FIRST TO CONFIRM THE PRESENCE IN ARIZONA OF THE DELTA VARIANT, AND WE PREDICTED AS EARLY AS MAY THAT THIS EXTREMELY CONTAGIOUS FORM OF THE VIRUS WOULD DOMINATE NEW CASES IN ARIZONA. BY AUGUST, DELTA REPRESENTED 99 PERCENT OF THE STATE'S NEW CASES. THESE CAPABILITIES RESULTED IN MULTI-MILLION-DOLLAR CONTRACTS WITH THE ARIZONA DEPARTMENT OF HEALTH SERVICES AND WITH THE U.S. CENTER FOR DISEASE CONTROL AND PREVENTION FOR SEQUENCING POSITIVE CASES OF THE SARS-COV-2 VIRUS. ENHANCED SEQUENCING CAPABILITIES ALSO UNDERPIN PROJECTS LIKE MINDCROWD, WHICH NOW HAS MORE THAN 225,000 TEST SUBJECTS FROM ACROSS THE GLOBE DRIVING A STUDY FOR HOW HEALTHY BRAINS WORK AT DIFFERENT AGES. ADVANCED GENOMIC SEQUENCING WILL BE THE BACKBONE OF AN ANTI-CANCER DRUG DEVELOPMENT PROGRAM. BASED ON THE GENOMIC PROFILE OF EACH PATIENT, THIS PROJECT WILL EMPLOY THE RETRAINING OF IMMUNE SYSTEM CELLS - TAKEN OUT OF THE PATIENT, MULTIPLIED IN THE LAB, AND THEN RETURNED TO THE SAME PATIENT - TO FIGHT THE CANCER. IN ADDITION, AN ANTI-CANCER VACCINE IS BEING DEVELOPED THAT WOULD FURTHER STIMULATE THE IMMUNE SYSTEM AGAINST THE TUMOR. THEORETICALLY, THIS APPROACH COULD BE APPLIED TO NUMEROUS TYPES OF CANCER. TGEN'S PARTNERSHIPS HAVE RESULTED IN VARIOUS MULTI-YEAR, MULTI-MILLION DOLLAR EFFORTS FUNDED BY THE NATIONAL INSTITUTES OF HEALTH IN VARIOUS AREAS. ADDITIONALLY, TGEN INVESTIGATORS WERE AWARDED GRANTS IN MULTIPLE FIELDS, INCLUDING NEUROGENOMICS, CANCER THERAPEUTICS AND TREATMENTS, AND DISEASE DETECTION AND MONITORING. TGEN ADVANCED A SERIES OF INNOVATIVE RESEARCH INITIATIVES THAT YIELDED NUMEROUS SCIENTIFIC DISCOVERIES (MANY WITH POTENTIAL CLINICAL APPLICATION), ESTABLISHED NATIONAL AND INTERNATIONAL COLLABORATIONS, AND LED NEW AND EXCITING CLINICAL TRIALS WITH PROMISING RESULTS IN THE AREAS OF PATHOGENIC DISEASE, CANCER DIAGNOSIS AND MONITORING, NEUROGENOMICS, AND CANINE CANCER. SPECIFICALLY, TGEN INVESTIGATORS ARE SEQUENCING SAMPLES FROM COVID-19 PATIENTS TO ANALYZE THE VIRUS' GENETIC CODES AND TRACK ITS DIFFERENT STRAINS, ANALYZING DNA SHED INTO A PATIENT'S BLOODSTREAM TO PROVIDE A NONINVASIVE MEANS OF DETECTING THE PRESENCE OF A TUMOR, USING BLOOD SAMPLES AND A UNIQUE PROTEOMICS-BASED TECHNOLOGY TO DEVELOP A TEST TO IDENTIFY INFINITESIMALLY SMALL BREAST CANCER BIOMARKERS SHED INTO THE BLOODSTREAM, CREATING A COMPREHENSIVE RNA TRANSCRIPTOMIC RESOURCE FROM WHOLE BLOOD SAMPLES FOR USE BY THE PARKINSON'S RESEARCH COMMUNITY FOR BIOMARKER DEVELOPMENT ALLOWING SCIENTISTS TO INTERROGATE GENES, PATHWAYS AND MECHANISMS THAT PLAY A ROLE IN THE GENESIS AND PROGRESSION OF PARKINSON'S, ASSESSING THE RELATIONSHIP BETWEEN SMOKING, CARDIOVASCULAR DISEASE AND VERBAL MEMORY, AND IDENTIFYING A GENE THAT COULD NOT ONLY REDUCE THE DEPOSITION OF A HARD PLAQUES IN THE BARIN THAT LEADS TO ALZHEIMER'S DISEASE BUT ALSO MIGHT PREVENT OR DELAY THIS MEMORY-ROBBING DISEASE FROM DEVELOPING. TGEN INVESTIGATORS PUBLISHED THEIR RESEARCH RESULTS EXTENSIVELY IN SCHOLARLY PEER-REVIEWED ACADEMIC JOURNALS AND PRESENTED VIRTUALLY AT LEADING NATIONAL AND INTERNATIONAL CONFERENCES; INCLUDING PUBLICATION IN LEADING SCIENTIFIC JOURNALS SUCH AS PROCEEDINGS OF THE NATIONAL ACADEMY OF SCIENCES, CANCER RESEARCH, SCIENCE TRANSLATIONAL MEDICINE, NATURE AGING AND MECHANISMS OF DISEASE, NATURE COMMUNICATIONS, AND PRESENTATIONS AT LEADING CONFERENCES SUCH AS THE AACR VIRTUAL SPECIAL CONFERENCE ON PANCREATIC CANCER. TGEN INVESTIGATORS FURTHER SERVE AS RESOURCES TO MEDICAL AND SCIENTIFIC RESEARCH CENTERS THROUGHOUT THE COUNTRY IN THEIR AREAS OF RESEARCH. IN EDUCATION AND OUTREACH, TGEN PROVIDED INTERNSHIPS TO STUDENTS IN PROGRAMS THAT FOCUSED ON DEVELOPING PROFESSIONAL AND SCIENTIFIC SKILLS. ADDITIONALLY, TGEN PROVIDED A BIOSCIENCE LEADERSHIP ACADEMY FOR STUDENTS WHERE THEY LEARNED ABOUT A VARIETY OF TOPICS WITHIN THE THEMES OF STEM PROFESSIONAL SKILLS, NETWORKING, LEADERSHIP, TRANSLATIONAL MEDICINE, AND HOT TOPICS IN THE BIOSCIENCES. |
| FORM 990, PART VI, LINE 6 | THE SOLE CORPORATE MEMBER OF TGEN IS CITY OF HOPE. |
| FORM 990, PART VI, LINE 7A | THE AFFILIATION AGREEMENT BETWEEN TGEN AND CITY OF HOPE GRANTS CITY OF HOPE THE RIGHT TO APPOINT DIRECTORS. |
| FORM 990, PART VI, LINE 7B | CERTAIN ACTIONS MAY NOT BE UNDERTAKEN WITHOUT THE PRIOR WRITTEN APPROVAL OF THE SOLE CORPORATE MEMBER, CITY OF HOPE, AS SPECIFIED IN THE GOVERNING DOCUMENTS OF TGEN, ON BEHALF OF ITSELF OR CERTAIN AFFILIATES, INCLUDING: BORROW OR LEND MONEY OR PLEDGE PROPERTY AS SECURITY; FIX COMPENSATION FOR DIRECTORS; CHANGE THE NUMBER OF VOTING DIRECTORS; ASSIGN, TRANSFER, PLEDGE, COMPROMISE OR RELEASE CERTAIN CLAIMS OR DEBTS; COMMENCE ASSIGNMENT FOR THE BENEFIT OF CREDITORS, PETITION FOR REORGANIZATION OR SIMILAR RELIEF OR ACTION; ACQUIRE, PURCHASE, DEVELOP, MATERIALLY IMPROVE, SELL, LEASE, OR MORTGAGE CORPORATE REAL ESTATE; MERGE, DISSOLVE OR SELL ALL OR SUBSTANTIALLY ALL ASSETS; ADOPT BUDGETS, STRATEGIC PLANS OR MATERIAL CHANGES TO OPERATIONS; FORM AFFILIATES OR MAKE BUSINESS INVESTMENTS; ADOPT, REPEAL OR AMEND KEY GOVERNING DOCUMENTS; EXERCISE CERTAIN GOVERNANCE RIGHTS; INCUR LIABILITIES OR CONTRACT OTHER THAN FOR FAIR CONSIDERATION AND IN THE ORDINARY COURSE OF BUSINESS. |
| FORM 990, PART VI, LINE 11B | THE FORM 990 IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY THE TGEN FINANCE DEPARTMENT. THE FORM 990 IS THEN REVIEWED BY THE FINANCE DEPARTMENT, OTHER MEMBERS OF MANAGEMENT AND THE AUDIT AND COMPLIANCE COMMITTEE OF THE CITY OF HOPE. THE FORM 990 IS POSTED ON THE BOARD WEBSITE FOR BOARD REVIEW PRIOR TO FILING WITH THE IRS. |
| FORM 990, PART VI, LINE 12C | TGEN DISTRIBUTES A CONFLICT OF INTEREST QUESTIONNAIRE ANNUALLY TO ALL DIRECTOR LEVEL POSITIONS AND ABOVE, IN ADDITION TO ANY OFFICERS AND KEY EMPLOYEES DESIGNATED BY THE CONFLICT OF INTEREST COMMITTEE. THE QUESTIONNAIRES ARE REVIEWED BY TGEN'S FINANCE DEPARTMENT AND THE OFFICE OF RESEARCH COMPLIANCE. THOSE EMPLOYEES WITH CONFLICTS ARE SENT FOR FURTHER REVIEW TO THE CONFLICT OF INTEREST COMMITTEE TO ENSURE AN APPROPRIATE PLAN IS SET FORTH. UPDATES TO THE LIST ARE HANDLED ON AN AS-NEEDED BASIS, BASED ON CONTRACT REVIEWS AND EMPLOYEE INFORMATION. |
| FORM 990, PART VI, LINES 15A AND 15B | THE EXECUTIVE COMPENSATION AND GOVERNANCE COMMITTEE OF THE MEMBER SHALL BE THE EXECUTIVE COMPENSATION COMMITTEE OF TGEN. THE COMPENSATION REVIEW PROCESS WAS LAST COMPLETED IN 2021. |
| FORM 990, PART VI, LINE 19 | TGEN'S ARTICLES OF INCORPORATION ARE AVAILABLE TO THE PUBLIC THROUGH THE ARIZONA CORPORATION COMMISSION. TGEN'S AUDITED FINANCIAL STATEMENTS AND ITS CONFLICT OF INTEREST POLICIES ARE AVAILABLE BY WRITTEN REQUEST MADE TO THE CFO AND CONFLICT OF INTEREST MANAGER, RESPECTIVELY. TGEN'S BYLAWS ARE NOT MADE AVAILABLE TO THE PUBLIC. |
| FORM 990 PART IX LINE 11G | DESCRIPTION:CONSORTIUM/CONTRACTUAL TOTAL FEES:2142232 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:OUTSIDE RESEARCH SERVICES TOTAL FEES:3532591 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:CONSULTING TOTAL FEES:7227816 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:TEMPORARY SERVICES TOTAL FEES:181062 |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (12 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| THE CENTER FOR TRANS DRUG DEVELOPMENT | |||||||||
| 445 N 5TH STREET SUITE 600 | PHOENIX | AZ | 85004 | 432047329 | DRUG DEVEL | AZ | $0 | $0 | TGAM LLC |
| TGEN ACCELERATORS LLC | |||||||||
| 445 N 5TH STREET SUITE 600 | PHOENIX | AZ | 85004 | 753065445 | GENOMICS | AZ | $0 | $0 | TGEN |
| TRANSLATIONAL SYSTEMS LLC | |||||||||
| 445 N 5TH STREET SUITE 600 | PHOENIX | AZ | 85004 | 461309498 | ADV RESEARCH | AZ | $0 | $0 | TGEN |
| VIDIUM LLC | |||||||||
| 445 N 5TH STREET SUITE 600 | PHOENIX | AZ | 85004 | 843319906 | ANIMAL DIAG | AZ | $56,359 | $2,730,833 | TGEN |
| TGEN HEALTH VENTURES LLC | |||||||||
| 445 N 5TH STREET SUITE 600 | PHOENIX | AZ | 85004 | 464520712 | HEALTHCARE | AZ | $0 | $0 | TGEN |
| DROPWISE LLC | |||||||||
| 445 N 5TH STREET SUITE 600 | PHOENIX | AZ | 85004 | 811959403 | RESEARCH | AZ | $0 | $7,740 | TGAM LLC |
| ID ORIGINS LLC | |||||||||
| 445 N 5TH STREET SUITE 600 | PHOENIX | AZ | 85004 | 753065445 | TECH TRANSFER | AZ | $0 | $0 | TGAM LLC |
| PROFERO LLC | |||||||||
| 445 N 5TH STREET SUITE 600 | PHOENIX | AZ | 85004 | 753065445 | LICENSING | DE | $0 | $0 | TGEN |
| METRICBIO LLC | |||||||||
| 445 N 5TH STREET SUITE 600 | PHOENIX | AZ | 85004 | 814455083 | RESEARCH | DE | $0 | $10,233 | TGEN |
| PMED MANAGEMENT LLC | |||||||||
| 445 N 5TH STREET SUITE 600 | PHOENIX | AZ | 85004 | 383922888 | HEALTHCARE | AZ | $0 | $0 | TGEN HV LLC |
| PRECISION MEDICINE FACILITIES LLC | |||||||||
| 445 N 5TH STREET SUITE 600 | PHOENIX | AZ | 85004 | 822560090 | REAL ESTATE | AZ | $7,058,807 | $45,657,800 | TGEN |
| Ashion Analytics | |||||||||
| 445 N 5th Street Suite 600 | Phoenix | AZ | 85004 | 454587602 | Healthcare | AZ | $10,476,110 | $0 | Ashion PMed |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| TGEN RESEARCH INSTITUTE FOUNDATION | ||||||||||
| 445 N 5TH STREET SUITE 600 | PHOENIX | AZ | 85004 | 331092191 | FUNDRAISING | AZ | 501(c)(3) | 7 | TGEN | Yes (true) |
| CITY OF HOPE | ||||||||||
| 1500 EAST DUARTE ROAD | DUARTE | CA | 91010 | 953435919 | FUNDRAISING | CA | 501(c)(3) | 7 | NA | false |
| CITY OF HOPE NATIONAL MEDICAL CENTER | ||||||||||
| 1500 EAST DUARTE ROAD | DUARTE | CA | 91010 | 951683875 | HOSPITAL | CA | 501(c)(3) | 3 | CITY OF HOPE | Yes (true) |
| BECKMAN RESEARCH INSTITUTE | ||||||||||
| 1450 EAST DUARTE ROAD | DUARTE | CA | 91010 | 953432210 | RESEARCH | CA | 501(c)(3) | 4 | CITY OF HOPE | Yes (true) |
| CITY OF HOPE MEDICAL FOUNDATION | ||||||||||
| 1500 EAST DUARTE ROAD | DUARTE | CA | 91010 | 272803222 | HEALTHCARE | CA | 501(c)(3) | 3 | CITY OF HOPE | Yes (true) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd |
|---|---|---|---|---|---|---|---|---|---|---|
| SOUTHERN CA RADIATION ONCOLOGY | ||||||||||
| PO BOX 19067 | DALLAS | TX | 75381 | 364887584 | MGMT SERVICES | CA | NA | N/A | false | false |
| AccessHope LLC | ||||||||||
| 1500 E Duarte Rd | Duarte | CA | 91010 | 842818450 | Oncology Support | CA | NA | N/A | false | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (true) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| TGEN RESEARCH INSTITUTE FOUNDATION | ||
| c | $12,765,361 | ACTUAL COST |
| TGEN RESEARCH INSTITUTE FOUNDATION | ||
| q | $2,555,009 | ACTUAL COST |
| CITY OF HOPE NATIONAL MEDICAL CENTER | ||
| o | $1,163,744 | ACTUAL COST |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R, PART III | FormAndLineReferenceDesc |
| Explanation | IDENTIFICATION OF RELATED ORGANIZATIONS TAXABLE AS A PARTNERSHIP NAME: SOUTHERN CA RADIATION ONCOLOGY EIN: 36-4887584 ADDRESS: 1500 EAST DUARTE ROAD, DUARTE, CA 91010 NAME: ACCESSHOPE LLC EIN: 84-2818450 ADDRESS: 1500 EAST DUARTE ROAD, DUARTE, CA 91010 | ExplanationTxt |