OKLAHOMA MEDICAL RESEARCH FOUNDATION: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- OKLAHOMA MEDICAL RESEARCH FOUNDATION (EIN 73-0580274)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-05-06
- IRS object ID
- 202241269349301919
- Schema version
- 2020v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-06T11:30:26-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135565207 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 NORTH GREENE STREET SUITE 400 | AddressLine1Txt |
| City | GREENSBORO | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 730580274 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Oklahoma Medical Research Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OKLA | BusinessNameControlTxt |
| Phone | 4052717421 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 825 NE 13th Street | AddressLine1Txt |
| City | Oklahoma City | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73104 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Tim Hassen | PersonNm |
| Person Title | VP and Chief Financial Officer | PersonTitleTxt |
| Signature | 2022-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Tim | PersonFirstNm |
| Person Last | Hassen | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHAWN HUTCHINSON | PreparerPersonNm |
| PTIN | P01048557 | PTIN |
| Phone | 3362753394 | PhoneNum |
| Preparation | 2022-05-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Tim Hassen VP and CFO | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 825 NE 13th Street | AddressLine1Txt |
| City | Oklahoma City | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $225,525,285 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.omrf.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1946 | FormationYr |
| Legal Domicile State | OK | LegalDomicileStateCd |
| Activity Or Mission | Oklahoma Medical Research Foundation (OMRF) is dedicated to developing a better understanding of and more effective treatments for human disease. | ActivityOrMissionDesc |
| Voting Members Governing Body | 63 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 63 | VotingMembersIndependentCnt |
| Total Employee | 576 | TotalEmployeeCnt |
| Total Volunteers | 63 | TotalVolunteersCnt |
| Total Gross UBI | $11,725 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $9,552 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $60,164,768 | PYContributionsGrantsAmt |
| CY Contributions Grants | $91,435,276 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $25,257,648 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $24,073,794 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,241,526 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,418,313 | CYInvestmentIncomeAmt |
| PY Other Revenue | $5,464,755 | PYOtherRevenueAmt |
| CY Other Revenue | $6,089,431 | CYOtherRevenueAmt |
| PY Total Revenue | $95,128,697 | PYTotalRevenueAmt |
| CY Total Revenue | $126,016,814 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $39,778,322 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $40,750,886 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,847,784 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $48,830,203 | PYOtherExpensesAmt |
| CY Other Expenses | $51,587,701 | CYOtherExpensesAmt |
| PY Total Expenses | $88,608,525 | PYTotalExpensesAmt |
| CY Total Expenses | $92,338,587 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $6,520,172 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $33,678,227 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $416,096,679 | TotalAssetsBOYAmt |
| Total Assets EOY | $499,810,540 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $51,737,436 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $37,672,357 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $364,359,243 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $462,138,183 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | OMRF is dedicated to developing a better understanding of more effective treatments for human disease. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $35,416,463 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $24,073,794 | RevenueAmt |
| Desc | Arthritis & Clinical Immunology/Clinical Operations - The National Institutes of Health named OMRF one of the lead sites for a nationwide Covid-19 vaccine clinical trial. The study assessed the antibody response to booster shots in people with autoimmune diseases who didn't mount strong immune responses to initial vaccination. "We're concerned about people with autoimmune conditions because they are more likely to have breakthrough episodes of Covid even when fully vaccinated," said Dr. Judith James, who led the trial at OMRF. The study examined whether giving volunteers a booster would elicit a stronger antibody response without flaring their underlying disease. The trial enrolled people with conditions that include multiple sclerosis, rheumatoid arthritis and lupus. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,855,148 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | Cardiovascular Biology Research Program - With a major new mentoring grant from the NIH, OMRF will provide five years of funding for five junior scientists, who will each study various aspects of cellular metabolism. "Cellular metabolism is the sum of all chemical changes that take place in cells. When it is altered, it contributes to the origin of many common diseases," said Dr. Lijun Xia, principal investigator on the grant. He will serve as the lead scientific mentor for the researchers, who joined OMRF following post-doctoral fellowships at Yale University, the University of Utah, Seattle Children's Research Institute, the University of Washington, and the La Jolla Institute for Immunology. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,454,825 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | Aging and Metabolism Research Program - Dr. Michael Beckstead received a grant from the National Institute on Aging to investigate a possible connection between Alzheimer's disease and dopamine, a chemical responsible for voluntary movement and the perception of reward in the brain. Beckstead studies what can happen when things go wrong with dopamine neurons, ranging from Parkinson's disease (too little) to drug addiction (too much). "Although dopamine has never been studied in context with Alzheimer's, we have a lot of evidence to suggest that it's involved, especially in the initial stages of disease," he said. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $37,516,382 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $4,691,655 | RevenueAmt |
| Desc | Other program services include departments such as Cell Cycle and Cancer Biology, Genes and Human Disease, Genetic Models of Disease and other scientific and research support services. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $37,516,382 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $4,691,655 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $86,242,818 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | 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 | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (true) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 115 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 576 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (true) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (true) | NondeductibleContriDisclInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | true | Form8899Filedind |
| Form1098 C Filed | Yes (true) | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 63 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 63 | 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 | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | 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 |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
| Other | Yes (X) | OtherInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Tim Hassen VP and Chief Financial Officer | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4052717421 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 825 NE 13th Street | AddressLine1Txt |
| City | Oklahoma City | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73104 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (85 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| Albers Leigh Ann | |||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Anoatubby Bill | |||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Bell Sharon | |||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Benbrook Bruce | |||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Benham Lance | |||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Boghetich JII | |||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Braught Barbara | |||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Brown Randy | |||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Burgess Ellen | |||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Carolina Mike | |||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Cason Len | |||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Cawley Michael | |||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Champlin Hiram | |||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Collins Mark | |||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Drake Ramsey | |||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Duncan Walt | |||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Eagan Claire | |||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Edwards Carl | |||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Everest Christy | |||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Everest Tricia | |||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Felton Ann | |||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Fergeson Ken | |||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Funke Mark | |||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Gamble Gerald | |||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Griffin John | |||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Groendyke Virginia | |||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Haglund Jacqui | |||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Hall Brooks | |||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Hargis Burns | |||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Hatfield Judy | |||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Hawley Bill | |||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Henry Kim | |||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Hogan Randy | |||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Holmes Jerome | |||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Hudson Cliff | |||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Irani Ronnie | |||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Jameson Brett | |||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Johnstone Bill | |||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Kelly Michael | |||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Kern Terence | |||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Kerr Lou | |||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Levy Harrison | |||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Little Dan | |||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Loughridge Bill | |||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Mahaney Mindy | |||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| McCarty Jack | |||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Morris Jim | |||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Nichols Larry | |||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Parry Richard | |||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Patten Rebecca | |||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Payne Bond | |||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Pollard Barry | |||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Rainbolt David | |||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Replogle Dee | |||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Rooney Pat | |||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Ross Bob | |||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Samis Mike | |||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Saxon John | |||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Schulte Paul | |||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Stough Phyllis | |||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Swimmer Ross | |||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Switzer Becky | |||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Taylor Steven | |||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Thorpe Betsy | |||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Walton Greg | |||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Williams G Rainey Jr | |||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Yauk Sarah | |||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Cohen Adam | |||||||||
| Sr VP and General Counsel | 50.0 | $268,722 | $0 | $54,313 | Yes (X) | ||||
| Courtney Greenwood | |||||||||
| VP of Human Resources | 50.0 | $175,885 | $0 | $33,529 | Yes (X) | ||||
| Day Lisa | |||||||||
| VP of Government Affairs | 50.0 | $135,177 | $0 | $22,543 | Yes (X) | ||||
| Hassen Tim | |||||||||
| VP and CFO | 50.0 | $256,097 | $0 | $62,256 | Yes (X) | ||||
| James Judith | |||||||||
| VP of Clinical Affairs and Program Chair | 50.0 | $462,516 | $0 | $101,269 | Yes (X) | ||||
| McEver Rodger MD | |||||||||
| VP of Research | 50.0 | $331,697 | $0 | $43,220 | Yes (X) | ||||
| Prescott Stephen MD | |||||||||
| President and CEO | 50.0 | $998,260 | $0 | $43,905 | Yes (X) | ||||
| Voss Penny | |||||||||
| VP of Development | 50.0 | $221,536 | $0 | $58,905 | Yes (X) | ||||
| Gaffney Patrick MD | |||||||||
| Program Chair, Genes and Human Disease | 50.0 | $301,571 | $0 | $60,021 | Yes (X) | ||||
| Pardo Gabriel MD | |||||||||
| Associate Member, Arthritis and Clinical Immunology | 50.0 | $336,797 | $0 | $49,902 | Yes (X) | ||||
| Xia Lijun MD | |||||||||
| Program Chair, Cardiovascular Biology | 50.0 | $281,867 | $0 | $76,606 | Yes (X) | ||||
| Chelsea Berkley MD | |||||||||
| Clinical Assistant Member, Arthritis and Clinical Immunology | 50.0 | $268,448 | $0 | $29,607 | Yes (X) | ||||
| Joan Merrill MD | |||||||||
| Member, Arthritis and Clinical Immunology | 50.0 | $251,237 | $0 | $28,146 | Yes (X) | ||||
| Lupu Florea PhD | |||||||||
| Member, Cardiovascular Biology | 50.0 | $287,525 | $0 | $38,729 | Yes (X) | ||||
| Nath Swapan PhD | |||||||||
| Member, Arthritis and Clinical Immunology | 50.0 | $287,157 | $0 | $50,965 | Yes (X) | ||||
| Rezaie Alireza PhD | |||||||||
| Member, Cardiovascular Biology | 50.0 | $265,648 | $0 | $42,202 | Yes (X) | ||||
| Morgan Chip | |||||||||
| Director of Specialist Projects, Admin Operations | 50.0 | $103,480 | $0 | $182 | Yes (X) | ||||
| Nair Manu | |||||||||
| VP of Technology Ventures | 50.0 | $93,583 | $0 | $8,203 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $5,327,203 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $804,503 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 67 | 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 (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | Address Line2ContractorAddress/USAddress/AddressLine2Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Infusion Management LLC | ||||||
| 11233 Shadow Creek Pwky | Suite 303 | Pearland | TX | 77584 | Medical Billing Services | $19,937,643 |
| Aramark | ||||||
| 24863 Network Pl | Chicago | IL | 606731248 | HouseKeeping Services | $468,415 | |
| Grant Thornton LLP | ||||||
| 211 N Robinson | Suite 1200 | Oklahoma City | OK | 73102 | Audit services | $104,500 |
| Ellwood Associates | ||||||
| 33 W Monroe St | Suite 1000 | Chicago | IL | 60603 | Investment Management Services | $100,761 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $112,705 | FederatedCampaignsAmt |
| Government Grants | $33,263,646 | GovernmentGrantsAmt |
| All Other Contributions | $58,058,925 | AllOtherContributionsAmt |
| Noncash Contributions | $582,357 | NoncashContributionsAmt |
| Total Contributions | $91,435,276 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Clinic Revenue | Desc |
| Business | 621990 | BusinessCd |
| Total Revenue Column | $24,073,794 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $24,073,794 | RelatedOrExemptFuncIncomeAmt |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $24,073,794 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,814,512 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $5,421 | UnrelatedBusinessRevenueAmt |
| Exclusion | $6,809,091 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $61,618 | TotalRevenueColumnAmt |
| Exclusion | $61,618 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,943,466 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,104,474 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $838,992 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $400,281 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $400,281 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $400,281 | TotalRevenueColumnAmt |
| Exclusion | $400,281 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $97,050,228 | SecuritiesAmt |
| Other | $426 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $99,251,504 | SecuritiesAmt |
| Other | $256,967 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$2,201,276 | SecuritiesAmt |
| Other | -$256,541 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$2,457,817 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $6,304 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$2,464,121 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| Laboratory Income | 621500 | $1,587,181 | $1,587,181 | |
| Cafe Income | 722514 | $158,503 | $158,503 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,745,684 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $126,016,814 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $28,765,449 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $11,725 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,804,364 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,770,123 | TotalAmt |
| Program Services | $3,052,257 | ProgramServicesAmt |
| Management And General | $496,330 | ManagementAndGeneralAmt |
| Fundraising | $221,536 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,747,953 | TotalAmt |
| Program Services | $25,671,140 | ProgramServicesAmt |
| Management And General | $1,093,230 | ManagementAndGeneralAmt |
| Fundraising | $983,583 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,265,596 | TotalAmt |
| Program Services | $2,064,708 | ProgramServicesAmt |
| Management And General | $114,261 | ManagementAndGeneralAmt |
| Fundraising | $86,627 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,874,562 | TotalAmt |
| Program Services | $4,377,059 | ProgramServicesAmt |
| Management And General | $311,550 | ManagementAndGeneralAmt |
| Fundraising | $185,953 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,092,652 | TotalAmt |
| Program Services | $1,907,099 | ProgramServicesAmt |
| Management And General | $105,539 | ManagementAndGeneralAmt |
| Fundraising | $80,014 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $201,900 | TotalAmt |
| Program Services | $147,265 | ProgramServicesAmt |
| Management And General | $54,635 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $128,500 | TotalAmt |
| Management And General | $128,500 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,583 | TotalAmt |
| Management And General | $55,583 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,270,876 | TotalAmt |
| Program Services | $1,270,876 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $574,281 | TotalAmt |
| Program Services | $365,777 | ProgramServicesAmt |
| Management And General | $80,198 | ManagementAndGeneralAmt |
| Fundraising | $128,306 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,221,456 | TotalAmt |
| Program Services | $997,098 | ProgramServicesAmt |
| Management And General | $173,478 | ManagementAndGeneralAmt |
| Fundraising | $50,880 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,985,073 | TotalAmt |
| Program Services | $3,196,624 | ProgramServicesAmt |
| Management And General | $788,440 | ManagementAndGeneralAmt |
| Fundraising | $9 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $128,196 | TotalAmt |
| Program Services | $113,928 | ProgramServicesAmt |
| Management And General | $11,632 | ManagementAndGeneralAmt |
| Fundraising | $2,636 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,727 | TotalAmt |
| Program Services | $33,561 | ProgramServicesAmt |
| Management And General | $14,974 | ManagementAndGeneralAmt |
| Fundraising | $192 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $617,145 | TotalAmt |
| Program Services | $604,895 | ProgramServicesAmt |
| Management And General | $12,250 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,912,192 | TotalAmt |
| Program Services | $7,583,445 | ProgramServicesAmt |
| Management And General | $328,747 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $271,682 | TotalAmt |
| Program Services | $198,163 | ProgramServicesAmt |
| Management And General | $73,519 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Lab supplies | $6,443,218 | $6,443,218 | ||
| Trainee costs | $1,428,058 | $1,428,058 | ||
| Inhouse | $1,164,296 | $1,142,118 | $16,189 | $5,989 |
| Subcontracts | $24,224,175 | $24,224,175 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,912,343 | TotalAmt |
| Program Services | $1,421,352 | ProgramServicesAmt |
| Management And General | $388,932 | ManagementAndGeneralAmt |
| Fundraising | $102,059 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,338,587 | TotalAmt |
| Program Services | $86,242,816 | ProgramServicesAmt |
| Management And General | $4,247,987 | ManagementAndGeneralAmt |
| Fundraising | $1,847,784 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,640 | BOYAmt |
| EOY | $3,640 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,057,583 | BOYAmt |
| EOY | $13,461,294 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,295,029 | BOYAmt |
| EOY | $12,076,179 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,175,900 | BOYAmt |
| EOY | $7,010,620 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | 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 | $12,243 | BOYAmt |
| EOY | $11,361 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $465,916 | BOYAmt |
| EOY | $596,373 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $242,834,178 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $151,667,074 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $94,795,181 | BOYAmt |
| EOY | $91,167,104 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $113,247,515 | BOYAmt |
| EOY | $153,961,065 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,446,654 | BOYAmt |
| EOY | $27,928,033 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $141,597,018 | BOYAmt |
| EOY | $193,594,871 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $416,096,679 | BOYAmt |
| EOY | $499,810,540 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,516,507 | BOYAmt |
| EOY | $10,463,099 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,192,510 | BOYAmt |
| EOY | $1,350,878 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,965,000 | BOYAmt |
| EOY | $16,885,000 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,063,419 | BOYAmt |
| EOY | $8,973,380 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,737,436 | BOYAmt |
| EOY | $37,672,357 | 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 | $124,900,551 | BOYAmt |
| EOY | $146,514,111 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $239,458,692 | BOYAmt |
| EOY | $315,624,072 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $364,359,243 | BOYAmt |
| EOY | $462,138,183 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $416,096,679 | BOYAmt |
| EOY | $499,810,540 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $33,678,227 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $35,534,870 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $28,565,843 | OtherChangesInNetAssetsAmt |
| 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 | $58,391,949 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $58,406,493 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $60,132,921 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $60,164,768 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $91,435,276 | CurrentTaxYearAmt |
| Total | $328,531,407 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $58,391,949 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $58,406,493 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $60,132,921 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $60,164,768 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $91,435,276 | CurrentTaxYearAmt |
| Total | $328,531,407 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $51,904,544 | SubstantialContributorsTotAmt |
| Public Support Total170 | $276,626,863 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,182,195 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,549,189 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,563,861 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,495,987 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,109,982 | CurrentTaxYearAmt |
| Total | $39,901,214 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,304 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $81,073 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,337 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,725 | CurrentTaxYearAmt |
| Total | $102,439 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $732,460 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $334,103 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $347,212 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $295,959 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $158,503 | CurrentTaxYearAmt |
| Total | $1,868,237 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $370,403,297 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $126,703,408 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.7468 | PublicSupportCY170Pct |
| Public Support PY170 | 0.7239 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule A, Part II, Line 10 Schedule A, Part II, Line 10 | Other income includes cafeteria sales as well as fundraising income that was not included in contributions. |
| Schedule A, Part II, Line 10 Other Income | DESCRIPTION - , COLUMN A - 732460.0, COLUMN B - 334103.0, COLUMN C - 347212.0, COLUMN D - 295959.0, COLUMN E - 158503.0, COLUMN F - 1868237.0; |
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) |
|---|---|---|
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | Yes (true) | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (true) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $342,533 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | false | OtherActivitiesInd |
| Total Lobbying Expenditures | $342,533 | 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 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY | FormAndLineReferenceDesc |
| Explanation | The Foundation's lobbying activities entail monitoring proposed legislation and educating legislators and their staffs about the Foundation, medical research and the impact of proposed legislation on medical research and the Foundation. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $116,281,093 | BeginningYearBalanceAmt |
| Contributions | $18,987,421 | ContributionsAmt |
| Investment Earnings Or Losses | $39,164,262 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $4,800,000 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $169,632,776 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $115,938,978 | BeginningYearBalanceAmt |
| Contributions | $26,722 | ContributionsAmt |
| Investment Earnings Or Losses | $4,715,393 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $4,400,000 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $116,281,093 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $97,512,842 | BeginningYearBalanceAmt |
| Contributions | $16,719,850 | ContributionsAmt |
| Investment Earnings Or Losses | $5,906,286 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $4,200,000 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $115,938,978 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $91,545,136 | BeginningYearBalanceAmt |
| Contributions | $75,342 | ContributionsAmt |
| Investment Earnings Or Losses | $9,892,364 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $4,000,000 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $97,512,842 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $82,018,035 | BeginningYearBalanceAmt |
| Contributions | $246,125 | ContributionsAmt |
| Investment Earnings Or Losses | $13,280,976 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $4,000,000 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $91,545,136 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.3013 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.3386 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.3601 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,080,847 | OtherCostOrOtherBasisAmt |
| Book Value | $4,080,847 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $185,665,747 | OtherCostOrOtherBasisAmt |
| Depreciation | $112,143,795 | DepreciationAmt |
| Book Value | $73,521,952 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $53,082,060 | OtherCostOrOtherBasisAmt |
| Depreciation | $39,523,279 | DepreciationAmt |
| Book Value | $13,558,781 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,524 | OtherCostOrOtherBasisAmt |
| Book Value | $5,524 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $91,167,104 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other securites | Desc |
| Book Value | $27,928,033 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $27,928,033 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (8 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Funds held in trust by others | $162,854,841 |
| Wills and Bequests | $23,930,787 |
| Cash Surrender Value of Life Insurance | $6,123,051 |
| Debt Issue Costs | $133,087 |
| Deposits | $441,751 |
| Accrued Interest Receivable | $63,270 |
| Assets Held for Sale | $47,970 |
| Minerals | $114 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $193,594,871 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Postretirement Benefits and Deferred Comp | $8,872,272 |
| Split Interest Agreements | $101,108 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $8,973,380 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $190,117,527 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $35,534,870 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $28,565,843 | OtherRevenueAmt |
| Revenue Not Reported | $64,100,713 | RevenueNotReportedAmt |
| Revenue Subtotal | $126,016,814 | RevenueSubtotalAmt |
| Other Revenues Not Included | $0 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $126,016,814 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $92,338,587 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $0 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $92,338,587 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $92,338,587 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part V, Line 4 Intended uses of endowment funds | The Foundation's endowment consists of individual funds established to provide the Foundation with funding in perpetuity. |
| Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | The Foundation is a public foundation exempt from federal income tax under section 501(c)(3) of the internal revenue code except for amounts relating to unrelated business income. There were no known material unrelated business income taxes incurred in 2021 and accordingly, no provision for income taxes has been made in these financial statements. Management has reviewed the Foundation's tax position and concluded that there are no uncertain tax positions that require accrual in the consolidated financial statements or disclosure in the footnotes to be in compliance with authoritative literature. Generally, the Foundation is no longer subject to income tax examination by federal, state or local tax authorities for years prior to 2018. The statute of limitations will remain open for both federal and state purposes for any returns not filed. |
| Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 | CHANGES IN FAIR VALUE OF FUNDS HELD IN TRUST - 28461078 PENSION RELATED CHANGES OTHER THAN NET PERIODIC PENSION COSTS - 104765 |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (5 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | Specific Services ProvidedSpecificServicesProvidedTxt |
|---|---|---|---|---|---|
| Europe (Including Iceland and Greenland) | 0 | 1 | Conference Travel | $1,972 | |
| Europe (Including Iceland and Greenland) | 0 | 15 | Program Services | $15,466 | Student Program |
| North America (Canada & Mexico only) | 0 | 2 | Conference Travel | -$1,147 | |
| South Asia | 0 | 1 | Program Services | $823 | Intellectual Property/Research Collaboration |
| Central America and the Caribbean | 0 | 0 | Investments | $3,710,727 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 19 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 19 | TotalEmployeeCnt |
| Subtotal Spent | $3,727,841 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $3,727,841 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | 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 | FormAndLineReferenceDesc |
| Explanation | Program service activity in all regions includes scientists attending and/or speaking at scientific conferences and collaborations. OMRF does not maintain ongoing operations in foreign jurisdictions, however the Foundation's scientists do travel to various scientific conferences in other countries to share in scientific discoveries, as well as to learn from other scientists across the world. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| 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 (18 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Prescott Stephen MD | ||||||||||||||
| President and CEO | $845,386 | $0 | $105,000 | $0 | $47,874 | $0 | $31,196 | $0 | $12,709 | $0 | $1,042,165 | $0 | $0 | $0 |
| James Judith | ||||||||||||||
| VP of Clinical Affairs and Program Chair | $415,104 | $0 | $0 | $0 | $47,412 | $0 | $89,563 | $0 | $11,706 | $0 | $563,785 | $0 | $0 | $0 |
| McEver Rodger MD | ||||||||||||||
| VP of Research | $283,043 | $0 | $0 | $0 | $48,654 | $0 | $30,511 | $0 | $12,709 | $0 | $374,917 | $0 | $0 | $0 |
| Cohen Adam | ||||||||||||||
| Sr VP and General Counsel | $220,490 | $0 | $0 | $0 | $48,232 | $0 | $43,052 | $0 | $11,261 | $0 | $323,035 | $0 | $0 | $0 |
| Hassen Tim | ||||||||||||||
| VP and CFO | $228,595 | $0 | $150 | $0 | $27,352 | $0 | $42,205 | $0 | $20,051 | $0 | $318,353 | $0 | $0 | $0 |
| Voss Penny | ||||||||||||||
| VP of Development | $200,184 | $0 | $0 | $0 | $21,352 | $0 | $45,899 | $0 | $13,006 | $0 | $280,441 | $0 | $0 | $0 |
| Courtney Greenwood | ||||||||||||||
| VP of Human Resources | $170,685 | $0 | $0 | $0 | $5,200 | $0 | $21,808 | $0 | $11,721 | $0 | $209,414 | $0 | $0 | $0 |
| Day Lisa | ||||||||||||||
| VP of Government Affairs | $131,754 | $0 | $0 | $0 | $3,423 | $0 | $11,557 | $0 | $10,986 | $0 | $157,720 | $0 | $0 | $0 |
| Gaffney Patrick MD | ||||||||||||||
| Program Chair, Genes and Human Disease | $286,459 | $0 | $0 | $0 | $15,112 | $0 | $40,630 | $0 | $19,391 | $0 | $361,592 | $0 | $0 | $0 |
| Pardo Gabriel MD | ||||||||||||||
| Associate Member, Arthritis and Clinical Immunology | $333,295 | $0 | $390 | $0 | $3,112 | $0 | $30,511 | $0 | $19,391 | $0 | $386,699 | $0 | $0 | $0 |
| Xia Lijun MD | ||||||||||||||
| Program Chair, Cardiovascular Biology | $256,183 | $0 | $240 | $0 | $25,444 | $0 | $57,215 | $0 | $19,391 | $0 | $358,473 | $0 | $0 | $0 |
| Nath Swapan PhD | ||||||||||||||
| Member, Arthritis and Clinical Immunology | $245,555 | $0 | $370 | $0 | $41,232 | $0 | $30,854 | $0 | $20,111 | $0 | $338,122 | $0 | $0 | $0 |
| Rezaie Alireza PhD | ||||||||||||||
| Member, Cardiovascular Biology | $218,633 | $0 | $0 | $0 | $47,015 | $0 | $28,773 | $0 | $13,429 | $0 | $307,850 | $0 | $0 | $0 |
| Lupu Florea PhD | ||||||||||||||
| Member, Cardiovascular Biology | $252,910 | $0 | $70 | $0 | $34,545 | $0 | $31,196 | $0 | $7,533 | $0 | $326,254 | $0 | $0 | $0 |
| Joan Merrill MD | ||||||||||||||
| Member, Arthritis and Clinical Immunology | $229,183 | $0 | $40 | $0 | $22,014 | $0 | $26,675 | $0 | $1,471 | $0 | $279,383 | $0 | $0 | $0 |
| Chelsea Berkley MD | ||||||||||||||
| Clinical Assistant Member, Arthritis and Clinical Immunology | $247,396 | $0 | $20,340 | $0 | $712 | $0 | $23,112 | $0 | $6,495 | $0 | $298,055 | $0 | $0 | $0 |
| Morgan Chip | ||||||||||||||
| Director of Specialist Projects, Admin Operations | $102,400 | $0 | $500 | $0 | $580 | $0 | $0 | $0 | $182 | $0 | $103,662 | $0 | $0 | $0 |
| Nair Manu | ||||||||||||||
| VP of Technology Ventures | $88,312 | $0 | $75 | $0 | $5,196 | $0 | $8,203 | $0 | $0 | $0 | $101,786 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a First-class or charter travel | First class travel is allowed for the CEO to allow him to accomplish work related to tasks while traveling. |
| Schedule J, Part I, Line 1a Travel for companions | Travel for companions is allowed in certain limited circumstances where the companion's presence has a benefit to the Foundation but does not qualify as a business expense under IRS rules. In those limited cases the companion's travel expenses are treated as taxable compensation. |
| Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan | The Board of the Foundation periodically uses non-qualified retirement plans as a retention tool. The amount reported is the amount vested in the 457(f) plan. The remaining amount of the plan is not vested and is subject to substantial risk of forfeiture. |
| Schedule J, Part I, Line 7 Non-fixed payments | The CEO receives an annual bonus that is determined by leadership of the board of directors based on performance. The bonus is considered as a portion of total compensation and is subject to the review process previously described. |
| Schedule J, Part I, Line 3 | Compensation for the CEO is determined by leadership of the board of directors based on comparability data from widely accepted peer benchmarking surveys that are segmented by region and size of entity. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Oklahoma Industries Authority Revenue Bonds (OMRF Project) Series 2016 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 736194355 | BondIssuerEIN |
| CUSIP | 000000000 | CUSIPNum |
| Bond Issued | 2016-07-13 | BondIssuedDt |
| Issue Price | $29,535,000 | IssuePriceAmt |
| Purpose | Refunding of prior year 2008 bond | PurposeDesc |
| Defeased | false | DefeasedInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Pool Financing | false | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $12,650,000 | RetiredAmt |
| Bond Defeased | $0 | BondDefeasedAmt |
| Total Proceeds | $29,535,000 | TotalProceedsAmt |
| In Reserve Fund | $2,953,564 | InReserveFundAmt |
| Capitalized Interest | $0 | CapitalizedInterestAmt |
| Refunding Escrow | $26,315,325 | RefundingEscrowAmt |
| Issuance Costs From Proceeds | $266,175 | IssuanceCostsFromProceedsAmt |
| Credit Enhancement | $0 | CreditEnhancementAmt |
| Working Capital Expenditures | $0 | WorkingCapitalExpendituresAmt |
| Capital Expenditures | $0 | CapitalExpendituresAmt |
| Other Spent Proceeds | $0 | OtherSpentProceedsAmt |
| Unspent | $0 | UnspentAmt |
| Substantial Completion | 2016 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | false | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | Yes (true) | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (true) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (true) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | false | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | false | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | false | MgmtContractBondFincdPropInd |
| Any Research Agreements | Yes (true) | AnyResearchAgreementsInd |
| Engage Bond Counsel Research | Yes (true) | EngageBondCounselResearchInd |
| Private Bus Use By Others | 0.0171 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.0 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.0171 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | false | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | false | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (true) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | false | Form8038TFiledInd |
| Rebate Not Due Yet | false | RebateNotDueYetInd |
| Exception To Rebate | false | ExceptionToRebateInd |
| No Rebate Due | Yes (true) | NoRebateDueInd |
| Variable Rate Issue | false | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | false | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | false | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (true) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (true) | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule K, Part I 07/13/2016 29535000 Oklahoma Industries Authority | In July 2016, the Foundation entered into advanced refinancing of the Series 2008 bonds. The Foundation issued $43,955,000 of OIA Series 2008 Revenue Bonds (the "Series 2008 Bonds") dated July 1, 2008; the proceeds from this bond were used to construct and equip a new research facility. The Series 2008 Bonds were defeased when the Foundation issued $29,535,000 of OIA Series 2016 Revenue Bonds (the "Series 2016 Bonds") dated July 13, 2016. The Series 2016 bonds mature on July 1, 2026 and bear interest at the stated rate of 1.81% per annum. Payments of principal and interest began January 1, 2017 and are due January 1st and July 1st of each year. The Series 2016 Bond agreements also require maintenance of a reserve fund which is included in investments in the accompanying statement of financial position. This amount was $2,953,500 as of June 30, 2021. |
| Schedule K, Part IV, Line 2c COLUMN A | Issuer name: Oklahoma Industries Authority Revenue Bonds (OMRF Project) Series 2016 The calculation for computing no rebate due was performed on 07/01/2021 |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Michelle Morgan | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | Related officer | RelationshipDescriptionTxt |
| Transaction | $24,550 | TransactionAmt |
| Transaction | Employment | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 17 | ContributionCnt |
| Noncash Contributions Rpt F990 | $582,357 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule M, Part I, Line 32b Third parties used to solicit, process, or sell noncash contributions | FormAndLineReferenceDesc |
| Explanation | The Foundation contracts with a service organization who solicits the donation of vehicles. The service organization is responsible for communication with the donor as well as the selling process. The Foundation receives a check for 80% of the proceeds from the sale of the vehicle. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 4d Description of other program services | (Expenses $ 37,516,382 including grants of $ 0)(Revenue $ 4,691,655) Other program services include departments such as Cell Cycle and Cancer Biology, Genes and Human Disease, Genetic Models of Disease and other scientific and research support services. |
| Form 990, Part VI, Line 1a Delegate broad authority to a committee | The Foundation's Board of Directors has delegated all of its powers to the Foundation's Executive Committee, except as follows: establish the overall policies and direction of the Foundation, appoint the members of the Executive Committee, elect and remove the Chair of the Board of Directors, amend the Bylaws and the Certificate of Incorporation of the Foundation, and appoint special committees to the Board of Directors. The Board of Directors may at any time amend or revoke this delegation of powers. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | The Form 990 is prepared by the Foundation, internally reviewed by the CFO. The Form 990-T is externally reviewed by the tax department of a public accounting firm. A summary of the Form 990 is presented for review to the Executive Committee. Subsequent to that review, the Form 990 with all supplemental schedules is made available to all members of the board of directors for review and comment prior to filing. |
| Form 990, Part VI, Line 12c Conflict of interest policy | Each director, officer and key employee is annually provided with a copy of the Foundation's conflict of interest policy. Each of these individuals is annually provided with a questionnaire regarding potential conflicts and required to disclose any potential conflict that he or she might have. In addition, each of these individuals must annually sign a statement affirming that he or she has; received a copy of the conflicts of interest policy, read and understood the policy and agrees to comply with the policy. Once the Foundation has collected annual disclosure statements from all directors, officer and key employees, the Foundation's Governance Committee reviews such information to identify situations in which a potential conflict exists and is material. If a potential material conflict is identified, the committee analyzes whether the contemplated transaction may be authorized as just, fair, and reasonable to the Foundation. The Governance Committee then makes a recommendation to the Foundations' Executive Committee regarding the management of all potential conflicts it has identified. The final decision as to the approval and , where applicable, management of all such potential conflicts rests in the sole discretion of the Executive Committee, which makes such decisions based upon the welfare of the Foundation and the advancement of its purpose. The recommendations of the Governance Committee and decisions of the Executive Committee are documented in the respective minutes of these Committees' regular meetings. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | Compensation for officers and key employees is determined and evaluated in May of each year by the executive committee of the board of directors based on comparability data from widely accepted peer benchmarking salary surveys that are segmented by region and size of entity. |
| Form 990, Part VI, Line 15b Process to establish compensation of other employees | Compensation for officers and key employees is determined and evaluated in May of each year by the executive committee of the board of directors based on comparability data from widely accepted peer benchmarking salary surveys that are segmented by region and size of entity. |
| Form 990, Part VI, Line 18 How forms are made available to the public | The Foundation's Form 990 for the last three years are publicly available on the Foundation's website, as well as on Guidestar and other nonprofit databases. Form 1023, 990, and 990-T are provided upon request. |
| Form 990, Part VI, Line 19 Required documents available to the public | The Foundation's governing documents, conflict of interest policy, and financial statements are provided upon request and are publicly available on the Foundation's website. |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | CHANGES IN FAIR VALUE OF FUNDS HELD IN TRUST - 28461078; PENSION RELATED CHANGES OTHER THAN NET PERIODIC PENSION COSTS - 104765; |
| Form 990, Part VI Section A, Line 2 | The Foundation currently has 63 directors, many of whom are business leaders and members of prominent families in the State of Oklahoma. The Foundation believes there are multiple business relationships between and among board members and families of Board members, but the Foundation review of signed conflict of interest disclosures from all board members and of the Foundation's ledger accounts indicated there are no such relationships that would impair the fiduciary duties of any director to the Foundation. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Culbertson Plaza LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 825 NE 13th Street | AddressLine1Txt |
| City | Oklahoma City | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 842527142 | EIN |
| Primary Activities | Manage real property known as the Culbertson Plaza Shopping Center | PrimaryActivitiesTxt |
| Legal Domicile State | OK | LegalDomicileStateCd |
| Total Income | $86,268 | TotalIncomeAmt |
| End Of Year Assets | $1,450,246 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Oklahoma Medical Research Foundation | BusinessNameLine1Txt |