2021-05-17T13:16:09-05:00 2020-06-30 390859910 BAKER TILLY US LLP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2019-07-01 210672684 CORIELL INSTITUTE FOR MEDICAL RESEARCH INC CORI 8567574828 403 HADDON AVENUE CAMDEN NJ 08103 CONSTANTINE STOIOS CFO 8567574828 2021-05-17 1 KERRI N BOGDA CPA P00760402 7177404863 2019 2022-09-23 18:48:47Z CONSTANTINE STOIOS 403 HADDON AVENUE CAMDEN NJ 08103 16131129 0 X WWW.CORIELL.ORG X 1953 NJ GENERATE WORLD CLASS BIOMATERIALS AND CONDUCT GROUNDBREAKING RESEARCH. 13 12 146 14 0 0 1275612 1005217 14701499 15057973 237157 65308 20102 918 16234370 16129416 0 0 0 0 9828445 9843915 0 0 38194 8067177 8079874 17895622 17923789 -1661252 -1794373 29705452 28551963 6639367 6957072 23066085 21594891 X CORIELL'S MISSION IS TO ACCELERATE SCIENTIFIC DISCOVERY BY GENERATING WORLD-CLASS BIOMATERIALS AND CONDUCTING GROUNDBREAKING RESEARCH IN PERSONALIZED MEDICINE AND STEM CELL BIOLOGY. 0 0 11680462 0 15057973 CORIELL INSTITUTE FOR MEDICAL RESEARCH, FOUNDED IN 1953 AND BASED IN CAMDEN, NEW JERSEY, IS AN INDEPENDENT NON-PROFIT RESEARCH INSTITUTE DEDICATED TO THE STUDY OF THE HUMAN GENOME. EXPERT STAFF AND PIONEERING PROGRAMS IN THE FIELDS OF PERSONALIZED MEDICINE, CELL BIOLOGY, CYTOGENETICS, GENOTYPING, AND BIOBANKING DRIVE OUR MISSION. THE INSTITUTE MAINTAINS REPOSITORIES FOR CELL LINES AND DNA AND DISTRIBUTES OVER 20,000 BIOMATERIALS ANNUALLY TO RESEARCHERS NATIONALLY AND INTERNATIONALLY.CORIELL HAS A DISTINGUISHED HISTORY IN CELL BIOLOGY, PURSUING CURRENTLY INDUCED PLURIPOTENT STEM (IPS) CELL RESEARCH. THESE POWERFUL CELLS ARE REVOLUTIONIZING THE WAY HUMAN DISEASE IS STUDIED AND HOW DRUGS ARE DEVELOPED. CORIELL OFFERS CUSTOM RESEARCH SERVICES INCLUDING CELL CULTURE, CYTOGENETIC ANALYSES, AND MOLECULAR BIOLOGY. ITS CLIA-CERTIFIED GENOTYPING AND MICROARRAY CENTER OFFERS HIGH-THROUGHPUT DNA ANALYSIS SYSTEMS USING THE PLATFORMS OF TWO LEADING PROVIDERS.ESSENTIAL TO THE INSTITUTE'S SUPPORT OF INTERNATIONAL SCIENTIFIC RESEARCH IS THE CORIELL BIOBANK. FROM THIS RENOWNED CELL BANK, CORIELL MANAGES AND DISTRIBUTES THE WORLD'S MOST DIVERSE COLLECTION OF CELL LINES, DNA, AND OTHER BIOLOGICAL RESOURCES. THE CORIELL BIOBANK PROVIDED SUPPORT TO THE HUMAN GENOME PROJECT, A WORLDWIDE PROGRAM TO MAP THE ENTIRE HUMAN GENOME, AND TO THE INTERNATIONAL HAPMAP PROJECT, A PROJECT PROVIDING AN EFFICIENT TOOL TO IDENTIFY DISEASE-CAUSING GENES.CORIELL'S BIOBANKING OPERATION IS FUNDED BY SEVERAL NATIONAL INSTITUTE OF HEALTH AWARDS. 11680462 1 1 0 1 0 0 0 0 0 1 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 36 0 146 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 12 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 1 1 NJ PA NY CA X DENISE BUSCHER CONTROLLER 8567574846 403 HADDON AVENUE CAMDEN NJ 08103 DR JEAN-PIERRE ISSA PRESIDENT/CEO 40.00 X X 445014 0 36965 CONSTANTINE DEAN STOIOS CHIEF FINANCIAL OFFICER/TREASURER 40.00 X 208649 0 35769 MARK BELLAFANTE CHIEF INFORMATION OFFICER 40.00 X 194063 0 36033 ALISSA RESCH CHIEF SCIENTIFIC OFFICER 40.00 X 177069 0 20473 LEO JOSE DIRECTOR, APPLICATION DEVELOPMENT 40.00 X 153098 0 33147 NAHID TURAN CHIEF LABORATORY OFFICER 40.00 X 146186 0 27709 COURTNEY DIRKS DIRECTOR, PUBLIC RELATIONS 40.00 X 140857 0 32203 SAMEER KALGHATGI DIR., LABORATORY OPERATIONS 40.00 X 118066 0 28280 JAROLAV JELINEK CHIEF RESEARCH OFFICER 40.00 X 123389 0 15274 JOHN LU APPLICATIONS DEVELOPER 40.00 X 119808 0 16657 DENISE BUSCHER CONTROLLER 40.00 X 118716 0 9567 ARNAUD BASTIEN MD TRUSTEE 1.00 X 0 0 0 CHARLES LORD TRUSTEE 1.00 X 0 0 0 EDWARD VINER MD TRUSTEE 1.00 X 0 0 0 FRANK GIORDANO TRUSTEE 1.00 X 0 0 0 GEORGE NORCROSS TRUSTEE 1.00 X 0 0 0 JOHN PICCONE TRUSTEE 1.00 X 0 0 0 MARC MASER ESQ VICE CHAIR 1.00 X X 0 0 0 PETER DRISCOLL ESQ TRUSTEE 1.00 X 0 0 0 ROBERT KIEP III CHAIR 1.00 X X 0 0 0 ROLAND SCHWARTING TRUSTEE 1.00 X 0 0 0 CHRISTOPHER GIBSON TRUSTEE 1.00 X 0 0 0 DANA REDD TRUSTEE 1.00 X 0 0 0 1944915 0 292077 17 0 1 0 UNIVERSITY OF FLORIDA 307 GRINTER HALL PO BOX 115500 GAINESVILLE FL 32611 LAB SERVICES 177224 ELLIOTT-LEWIS CORPORATION 2900 BLACK LAKE PLACE PHILADELPHIA PA 19103 HVAC & MECHANICAL SERVICES 152549 TEMPLE UNIVERSITY RESEARCH ADMINISTRATION 1852 N 10T PHILADELPHIA PA 19122 GRAD STUDENTS & LAB SERVICES 146455 BAKER TILLY US LLP 1650 MARKET STREET SUITE 4500 PHILADELPHIA PA 19103 ACCOUNTING/AUDIT SERVICES 138454 4 2297 947199 55721 1005217 GOVT FEES & CONTRACTS 621500 12844425 12844425 NON-GOVERNMENT REPOSITORY SERVICE 621500 2198582 2198582 INVESTIGATOR DIRECTED SCIENCE 621500 14966 14966 15057973 67021 67021 1713 -1713 -1713 -1713 MISCELLANEOUS INCOME 900099 918 918 918 16129416 15057973 0 66226 1591633 1591633 5855567 5312258 543309 396623 351292 45331 1477134 911633 565501 522958 372010 150948 149903 149903 120895 120895 63384 63384 1094359 357045 699120 38194 2058357 2047187 11170 2601513 1103908 1497605 220353 72608 147745 1771110 1152521 618589 17923789 11680462 6205133 38194 1200 1200 180470 1945612 3167888 3109541 655785 -872688 59726 108491 323081 341567 31567343 24296449 8167470 7270894 2002448 1837972 3360000 3360000 11787384 11449374 29705452 28551963 1238839 1319207 157549 869065 5178514 4704335 64465 64465 6639367 6957072 X 13752093 12280899 9313992 9313992 23066085 21594891 29705452 28551963 X -1794373 -232770 652275 -96326 X 0 0 1 0 X 1420848 1120670 1302270 1275612 1005217 6124617 1420848 1120670 1302270 1275612 1005217 6124617 6124617 174582 157614 99486 84624 67021 583327 36 78821 1004037 20102 918 1103914 7811858 78772981 0.78400 0.77740 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2015 AMOUNT: $ 36. 2016 AMOUNT: $ 1,435. 2019 AMOUNT: $ 918. COMMERCIAL RECEIPTS HOLDING REV - 2016 AMOUNT: $ 77,386. LIFE INSURANCE PROCEEDS - 2017 AMOUNT: $ 1,004,037. 2018 AMOUNT: $ 20,102. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 63384 63384 17860405 17923789 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 43978 44583 65712 63384 217657 250000 250000 250000 250000 1000000 1500000 2002448 3148 -167624 1837972 3291341 61107 1350000 2002448 4391456 11468 388417 1500000 3291341 5769781 8507 913168 2300000 4391456 7717138 1237 -448594 1500000 5769781 0.03370 0.44430 0.52200 0 0 245000 245000 14444124 11319983 3124141 1725594 1559132 166462 15152625 11417334 3735291 7270894 NONCONTROLLING INTEREST IN CLS 3360000 C 3360000 NEW JERSEY CORD BLOOD BANK 4675500 USE OF RESEARCH FACILITY 6307295 SPLIT-INTEREST AGREEMENTS 462394 OTHER MISCELLANEOUS ASSETS 4185 11449374 ADVANCES ON HAND 10127 HOLDING ACCOUNTS 432 OVER-RECOVERY INDIRECT COSTS 53906 64465 PART V, LINE 4: THE INSTITUTE'S ENDOWMENT FUNDS ARE USED TO SUPPORT THE SHORT AND LONG TERM GOALS OF THE INSTITUTE. THE INSTITUTE DID NOT DRAW ANY FUNDS FROM THE ENDOWMENT DURING THE YEAR ENDING JUNE 30, 2020. X X X X 0 0 0 0 0 0 0 1 0 DR JEAN-PIERRE ISSA PRESIDENT/CEO 411681 0 33333 0 0 0 19600 0 17365 0 481979 0 0 0 CONSTANTINE DEAN STOIOS CHIEF FINANCIAL OFFICER/TREASURER 208649 0 0 0 0 0 15446 0 20323 0 244418 0 0 0 MARK BELLAFANTE CHIEF INFORMATION OFFICER 194063 0 0 0 0 0 14175 0 21858 0 230096 0 0 0 ALISSA RESCH CHIEF SCIENTIFIC OFFICER 177069 0 0 0 0 0 12403 0 8070 0 197542 0 0 0 LEO JOSE DIRECTOR, APPLICATION DEVELOPMENT 153098 0 0 0 0 0 11469 0 21678 0 186245 0 0 0 NAHID TURAN CHIEF LABORATORY OFFICER 146186 0 0 0 0 0 10658 0 17051 0 173895 0 0 0 COURTNEY DIRKS DIRECTOR, PUBLIC RELATIONS 135024 0 5833 0 0 0 10630 0 21573 0 173060 0 0 0 PART I, LINE 7 THE COMPENSATION COMMITTEE DETERMINES BONUSES FOR OFFICERS AND KEY EMPLOYEES BASED UPON VARIOUS PERFORMANCE CRITERIA. PERFORMANCE CRITERIA ARE BASED ON VARIOUS OBJECTIVES, SOME OF WHICH ARE BASED ON BUSINESS/ FINANCIAL GOALS. OVERALL, THE PRIMARY OBJECTIVES ARE OPERATIONAL IN NATURE WITH CONSIDERATION GIVEN TO FINANCIAL OUTCOMES. PART IV, LINE 12B: THE ORGANIZATION WILL HAVE A CONSOLIDATED INDEPENDENT AUDIT PERFORMED. HOWEVER, AT THE TIME OF THE FORM 990 FILING THIS WAS NOT YET COMPLETE. THE FORM 990 IS BEING FILED WITH PRELIMINARY INFORMATION WITH THE UNDERSTANDING THAT THIS COULD BE SUBJECT TO CHANGE. FORM 990, PART VI, SECTION A, LINE 1 THERE ARE 9 BOARD MEMBERS ON THE EXECUTIVE COMMITTEE. WITH THE EXCEPTION OF THE PRESIDENT AND CEO, THE OTHER BOARD MEMBERS OF THE EXECUTIVE COMMITTEE ARE NON-EMPLOYED VOLUNTARY BOARD MEMBERS. THE EXECUTIVE COMMITTEE MAY ACT ON BEHALF OF THE BOARD OF TRUSTEES WHEN THE BOARD IS NOT IN SESSION. FORM 990, PART VI, SECTION B, LINE 11B FOR THE CURRENT YEAR'S FILING, THE CFO WILL REVIEW THE FORM 990 IN ITS ENTIRETY AND SHARE THE FULL REURN WITH THE BOARD AS SOON AS IS POSSIBLE. HOWEVER, THE CFO WILL NOT DELAY THE FILING OF THE FORM 990 FOR BOARD REVIEW. IN SUBSEQUENT YEARS, THE CFO WILL REVIEW THE RETURN, THEN PRESENT THE RETURN TO THE FULL BOARD IN ADVANCE OF FILING THE RETURN WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE CEO ANNUALLY DISTRIBUTES THE CONFLICT OF INTEREST POLICY AND DISCLOSURE STATEMENT TO EACH MEMBER OF THE BOARD OF TRUSTEES. EACH TRUSTEE MUST COMPLETE AND RETURN THE ANNUAL DISCLOSURE STATEMENT TO THE CEO ON A TIMELY BASIS. HE OR SHE MUST TIMELY INFORM THE CEO AND/OR THE COMMITTEE OF ANY POTENTIAL OR ACTUAL CONFLICT OF INTEREST OR OF ANY SITUATION WHICH MIGHT LEAD TO THE APPEARANCE OF A CONFLICT OF INTEREST. IN ADDITION, THE CHIEF FINANCIAL OFFICER (CFO) ANNUALLY DISTRIBUTES A COPY OF THE EMPLOYEE CONFLICT OF INTEREST POLICY AND DISCLOSURE STATEMENT TO EACH OFFICER, EXECUTIVE, AND APPROPRIATE EMPLOYEE. THESE EMPLOYEES ARE REQUIRED TO SUBMIT THE COMPLETED DISCLOSURE STATEMENT TO THE CFO AND DISCLOSE ANY POTENTIAL OR ACTUAL CONFLICT OF INTEREST. REPORTED CONFLICTS OF INTEREST ARE SHARED WITH THE EXECUTIVE COMMITTEE. ANY BOARD MEMBER WHO HAS A CONFLICT OF INTEREST IS EXCLUDED FROM VOTING ON ANY ISSUE INVOLVING THE CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 USING COMPARABILITY DATA SOURCED FROM AN INDEPENDENT ORGANIZATION, A BOARD OF TRUSTEES' COMPENSATION COMMITTEE REVIEWS THE PERFORMANCE AND ESTABLISHES THE ANNUAL COMPENSATION FOR THE CHIEF EXECUTIVE OFFICER. COMPENSATION DECISIONS ARE DETERMINED BY TAKING INTO CONSIDERATION THE FAIR MARKET RANGE FOR THE INDUSTRY. ALL COMMITTEE DISCUSSIONS ARE DOCUMENTED IN BOARD MINUTES. THE PRESIDENT DETERMINES THE COMPENSATION ANNUALLY FOR ALL OTHER EMPLOYEES, INCLUDING OFFICERS AND KEY EMPLOYEES, BASED ON PERFORMANCE APPRAISALS AND REVIEWS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -2,400. CHANGE IN VALUE OF FUTURE BUILDING OCCUPANCY -121,869. OTHER CHANGES IN NET ASSETS 27,943. CORIELL LIFE SCIENCES 403 HADDON AVENUE CAMDEN NJ 08103 461794812 GENETIC DATA STORAGE AND INTERPRETATION DE N/A C 0.39880 0 0 0 0 1 0 0 0 0 0 0 1 0 1 1 1 0 1 0 0