TRANSLATIONAL GENOMICS RESEARCH INSTITUTE: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- TRANSLATIONAL GENOMICS RESEARCH INSTITUTE (EIN 75-3065445)
- Tax period
- 2023-10-01 to 2024-09-30
- Filed
- 2025-08-14
- IRS object ID
- 202522269349300102
- Schema version
- 2023v6.0
- 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 O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-08-14T00:43:34+00:00 | ReturnTs |
| Tax Period End | 2024-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
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 AVENUE | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92612 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-10-01 | 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) |
|---|---|---|
| Business Name Control | TRAN | BusinessNameControlTxt |
| Phone | 6023438400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 445 N 5TH STREET 600 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85004 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY M TRENT PHD | PersonNm |
| Person Title | BOARD MEMBER/PRES/SCIENCE DIR. | PersonTitleTxt |
| Signature | 2025-08-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kara Adams | PreparerPersonNm |
| PTIN | P00023315 | PTIN |
| Phone | 9497942300 | PhoneNum |
| Preparation | 2024-07-31 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEFFREY M TRENT PHD | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 445 N 5TH STREET 600 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $98,822,098 | 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 | PLEASE SEE SCHEDULE O | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 463 | TotalEmployeeCnt |
| Total Volunteers | 52 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $40,082,268 | PYContributionsGrantsAmt |
| CY Contributions Grants | $36,551,884 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $11,607,330 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $40,602,807 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,399,109 | PYInvestmentIncomeAmt |
| CY Investment Income | $13,098,742 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$4,469,866 | PYOtherRevenueAmt |
| CY Other Revenue | -$4,337,126 | CYOtherRevenueAmt |
| PY Total Revenue | $49,618,841 | PYTotalRevenueAmt |
| CY Total Revenue | $85,916,307 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,802,912 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $45,831,709 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $48,134,619 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $33,509,852 | PYOtherExpensesAmt |
| CY Other Expenses | $36,306,978 | CYOtherExpensesAmt |
| PY Total Expenses | $81,144,473 | PYTotalExpensesAmt |
| CY Total Expenses | $84,441,597 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$31,525,632 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,474,710 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $145,155,331 | TotalAssetsBOYAmt |
| Total Assets EOY | $148,610,558 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $54,726,440 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $52,983,880 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $90,428,891 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $95,626,678 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | PLEASE SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $7,398,269 | ExpenseAmt |
| Revenue | $720,233 | RevenueAmt |
| Desc | PLEASE SEE SCHEDULE O. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $7,248,982 | ExpenseAmt |
| Revenue | $2,056,533 | RevenueAmt |
| Desc | PLEASE SEE SCHEDULE O | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,316,821 | ExpenseAmt |
| Revenue | $950,185 | RevenueAmt |
| Desc | PLEASE SEE SCHEDULE O | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $56,352,290 | 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 | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (true) | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | 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 | false | 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 | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | 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 | 77 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 463 | 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 | 10 | 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 | false | 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRACY KARNS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 (27 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 | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| JEFFREY M TRENT PHD | |||||||||
| BOARD MEMBER/PRES/SCIENCE DIR. | 39.0 | 1.0 | Yes (X) | Yes (X) | $0 | $1,532,966 | $343,288 | ||
| ROBERT W STONE | |||||||||
| BD & VICE CHRM/COH CEO & PRES. | 1.0 | 59.0 | Yes (X) | Yes (X) | $0 | $4,482,649 | $1,667,331 | ||
| WILLIAM J POST | |||||||||
| BOARD MEMBER/CHAIRMAN | 1.0 | 9.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ANTHONY SCOTT | |||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| BENNETT DORRANCE | |||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| DAVID J GULLEN MD | |||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| KAREN QUINTOS | |||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MARILYN QUAYLE | |||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| PAMELA KEHALY | |||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD SILVERMAN | |||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| SHARON HARPER | |||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| TERRY PEETS | |||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| CRISTIN O'CALLAHAN | |||||||||
| SECRETARY/COH GENERAL COUNSEL | 1.0 | 59.0 | Yes (X) | $0 | $1,131,338 | $341,123 | |||
| JENNIFER A PARKHURST | |||||||||
| TREASURER/COH CFO (PT YR) | 1.0 | 59.0 | Yes (X) | $0 | $1,564,286 | $64,844 | |||
| KEVIN CAMPBELL | |||||||||
| CHIEF INFORMATION OFFICER | 40.0 | 0.0 | Yes (X) | $275,299 | $0 | $25,617 | |||
| MANUEL ESTRADA | |||||||||
| CFO/ASSISTANT TREASURER | 39.0 | 0.0 | Yes (X) | $439,142 | $0 | $36,511 | |||
| STEPHANIE MCRAE | |||||||||
| GENERAL COUNSEL/ASST SECRETARY | 40.0 | 0.0 | Yes (X) | $383,664 | $0 | $24,503 | |||
| TERESA BURLESON | |||||||||
| CHIEF OPERATING OFFICER | 39.0 | 1.0 | Yes (X) | $718,000 | $0 | $31,378 | |||
| DANIEL VON HOFF | |||||||||
| PHYSICIAN IN CHIEF | 40.0 | 0.0 | $825,361 | $0 | $23,105 | Yes (X) | |||
| KENDALL JENSEN | |||||||||
| DEPUTY DIR. OF RESEARCH RES. | 40.0 | 0.0 | $408,623 | $0 | $34,724 | Yes (X) | |||
| MICHAEL BERENS | |||||||||
| DEPUTY DIRECTOR OF RESEARCH | 40.0 | 0.0 | $468,875 | $0 | $31,435 | Yes (X) | |||
| SUNIL SHARMA | |||||||||
| DEPUTY DIR OF CLINIC. SCIENCES | 40.0 | 0.0 | $612,970 | $0 | $29,636 | Yes (X) | |||
| CHERYL BABO | |||||||||
| GENERAL COUNSEL, ASSOCIATE | 40.0 | 0.0 | $360,307 | $0 | $15,317 | Yes (X) | |||
| CRISTIAN TOMASETTI | |||||||||
| PROFESSOR | 40.0 | 0.0 | $632,656 | $0 | $108,211 | Yes (X) | |||
| GALEN PERRY | |||||||||
| SR. VP OF MKTG & COMMUNICATION | 40.0 | 0.0 | $392,474 | $0 | $33,590 | Yes (X) | |||
| MATT HUENTELMAN | |||||||||
| PROFESSOR | 40.0 | 0.0 | $437,867 | $0 | $63,095 | Yes (X) | |||
| NICHOLAS SCHORK | |||||||||
| PROFESSOR | 40.0 | 0.0 | $460,472 | $0 | $21,344 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $6,415,710 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $8,711,239 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $2,895,052 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 107 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line2ContractorAddress/USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| ERNST & YOUNG US LLP | ||||||
| 200 Plaza Drive Ste 2222 | Secaucus | NJ | 07094 | PROFESSIONAL SERVICES | $239,916 | |
| FIRSTSTRATEGIC LLC | ||||||
| 3030 N Central Ave | PHOENIX | AZ | 85012 | CONSULTING SERVICES | $216,000 | Suite 403 |
| PROTOS SOFTWARE LLC | ||||||
| 4500 S LAKESHORE DR | TEMPE | AZ | 85282 | CONSULTING SERVICES | $193,058 | STE 338 |
| THREE DIMENSIONAL RESOURCE PLANNING LLC | ||||||
| 9316 E RAINTREE DR | SCOTTSDALE | AZ | 85260 | CONSULTING SERVICES | $139,423 | STE 100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $12,258,408 | RelatedOrganizationsAmt |
| Government Grants | $18,148,336 | GovernmentGrantsAmt |
| All Other Contributions | $6,145,140 | AllOtherContributionsAmt |
| Total Contributions | $36,551,884 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RESEARCH CONTRACTS | Desc |
| Business | 541711 | BusinessCd |
| Total Revenue Column | $40,602,807 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $40,602,807 | 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 | $40,602,807 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $857,304 | TotalRevenueColumnAmt |
| Exclusion | $857,304 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $3,220,396 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $7,557,522 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$4,337,126 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$4,337,126 | TotalRevenueColumnAmt |
| Exclusion | -$4,337,126 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,217,397 | SecuritiesAmt |
| Other | $15,372,310 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $670,852 | SecuritiesAmt |
| Other | $4,677,417 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,546,545 | SecuritiesAmt |
| Other | $10,694,893 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,241,438 | TotalRevenueColumnAmt |
| Exclusion | $12,241,438 | ExclusionAmt |
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 | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $85,916,307 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $40,602,807 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $8,761,616 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,070,553 | TotalAmt |
| Program Services | $2,611,831 | ProgramServicesAmt |
| Management And General | $2,458,722 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,788,040 | TotalAmt |
| Program Services | $21,376,837 | ProgramServicesAmt |
| Management And General | $13,411,203 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,712,515 | TotalAmt |
| Program Services | $1,020,000 | ProgramServicesAmt |
| Management And General | $692,515 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,179,789 | TotalAmt |
| Program Services | $1,914,309 | ProgramServicesAmt |
| Management And General | $1,265,480 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,383,722 | TotalAmt |
| Program Services | $2,000,000 | ProgramServicesAmt |
| Management And General | $1,383,722 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,123,974 | TotalAmt |
| Program Services | $1,561,987 | ProgramServicesAmt |
| Management And General | $1,561,987 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $459,633 | TotalAmt |
| Program Services | $9,193 | ProgramServicesAmt |
| Management And General | $450,440 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $129,600 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $129,600 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,996,319 | TotalAmt |
| Program Services | $7,473,699 | ProgramServicesAmt |
| Management And General | $1,522,620 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $281,501 | TotalAmt |
| Program Services | $211,126 | ProgramServicesAmt |
| Management And General | $70,375 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,679,458 | TotalAmt |
| Program Services | $9,126,085 | ProgramServicesAmt |
| Management And General | $553,373 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,419,028 | TotalAmt |
| Program Services | $2,749,771 | ProgramServicesAmt |
| Management And General | $669,257 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $751,729 | TotalAmt |
| Program Services | $248,071 | ProgramServicesAmt |
| Management And General | $503,658 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $350,953 | TotalAmt |
| Program Services | $199,929 | ProgramServicesAmt |
| Management And General | $151,024 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $345,971 | TotalAmt |
| Program Services | $99,274 | ProgramServicesAmt |
| Management And General | $246,697 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,943 | TotalAmt |
| Program Services | $48,872 | ProgramServicesAmt |
| Management And General | $24,071 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,139,816 | TotalAmt |
| Program Services | $5,453,677 | ProgramServicesAmt |
| Management And General | $2,686,139 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $166,963 | TotalAmt |
| Program Services | $45,496 | ProgramServicesAmt |
| Management And General | $121,467 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| DUES AND SUBSCRIPTIONS | $168,950 | $29,810 | $139,140 | $0 |
| TUITION REIMBURSEMENT | $95,558 | $64,024 | $31,534 | $0 |
| RECRUITMENT | $59,459 | $44,594 | $14,865 | $0 |
| BAD DEBT EXPENSE | $59,452 | $59,452 | $0 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,671 | TotalAmt |
| Program Services | $4,253 | ProgramServicesAmt |
| Management And General | $1,418 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,441,597 | TotalAmt |
| Program Services | $56,352,290 | ProgramServicesAmt |
| Management And General | $28,089,307 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,335,892 | BOYAmt |
| EOY | $12,966,390 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,697,537 | BOYAmt |
| EOY | $5,127,355 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,001,754 | BOYAmt |
| EOY | $18,155,332 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $406,785 | BOYAmt |
| EOY | $9,463,810 | 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 | $1,064,150 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,774,586 | BOYAmt |
| EOY | $1,731,813 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $96,507,020 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $46,698,694 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,193,240 | BOYAmt |
| EOY | $49,808,326 | 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 |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,118,193 | BOYAmt |
| EOY | $30,213,272 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,791,744 | BOYAmt |
| EOY | $7,306,764 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,835,600 | BOYAmt |
| EOY | $12,773,346 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $145,155,331 | BOYAmt |
| EOY | $148,610,558 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,165,819 | BOYAmt |
| EOY | $14,005,960 | 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 | $1,611,782 | BOYAmt |
| EOY | $4,784,639 | 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 | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
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 | $43,674,178 | BOYAmt |
| EOY | $32,587,887 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,274,661 | BOYAmt |
| EOY | $1,605,394 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,726,440 | BOYAmt |
| EOY | $52,983,880 | EOYAmt |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,763,320 | BOYAmt |
| EOY | $90,011,526 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,665,571 | BOYAmt |
| EOY | $5,615,152 | EOYAmt |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,428,891 | BOYAmt |
| EOY | $95,626,678 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $145,155,331 | BOYAmt |
| EOY | $148,610,558 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,474,710 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,723,077 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Other Changes In Net Assets | $0 | 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 | $54,124,639 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $36,879,938 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $33,269,986 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $40,082,268 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $36,551,884 | CurrentTaxYearAmt |
| Total | $200,908,715 | 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 | $54,124,639 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $36,879,938 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $33,269,986 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $40,082,268 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $36,551,884 | CurrentTaxYearAmt |
| Total | $200,908,715 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $200,908,715 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,056,541 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $52,873,472 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,982,551 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,150,590 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,077,700 | CurrentTaxYearAmt |
| Total | $68,140,854 | 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 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $269,049,569 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $116,683,756 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.7467 | PublicSupportCY170Pct |
| Public Support PY170 | 0.7694 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 | 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 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY | 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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,509,489 | BeginningYearBalanceAmt |
| Contributions | $5,172,425 | ContributionsAmt |
| Investment Earnings Or Losses | $742,179 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $644,474 | OtherExpendituresAmt |
| End Year Balance | $10,779,619 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,611,952 | BeginningYearBalanceAmt |
| Contributions | $172,948 | ContributionsAmt |
| Investment Earnings Or Losses | $416,368 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $691,779 | OtherExpendituresAmt |
| End Year Balance | $5,509,489 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,833,524 | BeginningYearBalanceAmt |
| Contributions | $171,950 | ContributionsAmt |
| Investment Earnings Or Losses | -$815,957 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $577,565 | OtherExpendituresAmt |
| End Year Balance | $5,611,952 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| 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 Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.0 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.01 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.99 | 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) |
|---|---|---|
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Book Value | $0 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $48,539,068 | OtherCostOrOtherBasisAmt |
| Depreciation | $14,962,427 | DepreciationAmt |
| Book Value | $33,576,641 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,355,610 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,383,286 | DepreciationAmt |
| Book Value | $972,324 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $40,136,503 | OtherCostOrOtherBasisAmt |
| Depreciation | $25,761,839 | DepreciationAmt |
| Book Value | $14,374,664 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,475,839 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,591,142 | DepreciationAmt |
| Book Value | $884,697 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $49,808,326 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COH LT Investment | Desc |
| Book Value | $30,213,272 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $30,213,272 | TotalBookValueProgramRltdAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DUE FROM RELATED ORGANIZATIONS | $11,167,952 |
| EMPLOYEE 457 (B) PLAN ASSETS | $1,605,394 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $12,773,346 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO EMPLOYEE 457 (B) PLAN | Desc |
| Amt | $1,605,394 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,605,394 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part V, Line 4 Intended uses of endowment funds | 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 HAS A TEMPORARILY RESTRICTED ASSET WHICH HAS BEEN DESIGNATED TO SUPPORT SUMMER INTERNS EACH YEAR AT TGEN. TGEN'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. TGEN CONSIDERED THE LONGTERM EXPECTED RETURN ON ITS ENDOWMENT. |
| Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | THE FOLLOWING PARAGRAPH IS FROM THE CITY OF HOPE CONSOLIDATED AUDITED FINANCIAL STATEMENTS AS OF SEPTEMBER 30, 2024 (WHICH INCLUDES CITY OF HOPE, CITY OF HOPE NATIONAL MEDICAL CENTER (THE "CENTER"), CITY OF HOPE MEDICAL FOUNDATION (THE "FOUNDATION"), AND BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPE (THE "INSTITUTE") (COLLECTIVELY, THE "OBLIGATED GROUP"); THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE AND ITS AFFILIATES ("TGEN"); SOUTHERN CALIFORNIA RADIATION ONCOLOGY, LLC ("SCRO"); ACCESSHOPE, LLC ("AH"); STEPHENSON PANCREATIC CANCER RESEARCH, LLC (SPCR); AND COH HOLDCO INC. ("HOLDCO"), THE PARENT OF CANCER TREATMENT CENTERS OF AMERICA ENTITIES ("CTCA ENTITIES") (COLLECTIVELY, THE "AFFILIATED GROUP"). THESE ENTITIES REPRESENT THE CONSOLIDATED CITY OF HOPE ORGANIZATION (COLLECTIVELY REFERRED TO AS "CITY OF HOPE")). CITY OF HOPE IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(A) AS DESCRIBED IN SECTION 501(C)(3) OF THE U.S. INTERNAL REVENUE CODE. CITY OF HOPE, THE CENTER, THE FOUNDATION, AND THE INSTITUTE ARE EXEMPT FROM CALIFORNIA STATE FRANCHISE AND INCOME TAX UNDER SECTION 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE. 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 CONSOLIDATED 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 AS OF SEPTEMBER 30, 2024 OR 2023. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (5 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| East Asia and the Pacific | 0 | 0 | Program Services | RESEARCH SERVICES | $245,570 |
| Europe (Including Iceland and Greenland) | 0 | 0 | Program Services | RESEARCH SERVICES | $561,225 |
| North America (Canada & Mexico only) | 0 | 0 | Program Services | RESEARCH SERVICES | $153,046 |
| South America | 0 | 0 | Program Services | RESEARCH SERVICES | $3,589 |
| South Asia | 0 | 0 | Program Services | RESEARCH SERVICES | $127,508 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $1,090,938 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $1,090,938 | 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 Method used to account for expenditures on org's financial statements | FormAndLineReferenceDesc |
| Explanation | EAST ASIA AND THE PACIFIC-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual; SOUTH AMERICA-Accrual; SOUTH ASIA-Accrual | 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 (17 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROBERT W STONE | ||||||||||||||
| BD & VICE CHRM/COH CEO & PRES. | $0 | $2,070,777 | $0 | $2,198,670 | $0 | $213,202 | $0 | $1,627,784 | $0 | $39,547 | $0 | $6,149,980 | $0 | $689,183 |
| JEFFREY M TRENT PHD | ||||||||||||||
| BOARD MEMBER/PRES/SCIENCE DIR. | $0 | $878,368 | $0 | $542,543 | $0 | $112,055 | $0 | $312,181 | $0 | $31,107 | $0 | $1,876,254 | $0 | $198,163 |
| TERESA BURLESON | ||||||||||||||
| CHIEF OPERATING OFFICER | $577,628 | $0 | $138,299 | $0 | $2,073 | $0 | $19,740 | $0 | $11,638 | $0 | $749,378 | $0 | $0 | $0 |
| KEVIN CAMPBELL | ||||||||||||||
| CHIEF INFORMATION OFFICER | $244,059 | $0 | $30,000 | $0 | $1,240 | $0 | $15,231 | $0 | $10,386 | $0 | $300,916 | $0 | $0 | $0 |
| MANUEL ESTRADA | ||||||||||||||
| CFO/ASSISTANT TREASURER | $376,611 | $0 | $61,289 | $0 | $1,242 | $0 | $19,740 | $0 | $16,771 | $0 | $475,653 | $0 | $0 | $0 |
| STEPHANIE MCRAE | ||||||||||||||
| GENERAL COUNSEL/ASST SECRETARY | $318,842 | $0 | $40,000 | $0 | $24,822 | $0 | $11,712 | $0 | $12,791 | $0 | $408,167 | $0 | $0 | $0 |
| CRISTIN O'CALLAHAN | ||||||||||||||
| SECRETARY/COH GENERAL COUNSEL | $0 | $646,722 | $0 | $422,708 | $0 | $61,908 | $0 | $308,950 | $0 | $32,173 | $0 | $1,472,461 | $0 | $72,912 |
| JENNIFER A PARKHURST | ||||||||||||||
| TREASURER/COH CFO (PT YR) | $0 | $681,962 | $0 | $400,034 | $0 | $482,290 | $0 | $25,091 | $0 | $39,753 | $0 | $1,629,130 | $0 | $0 |
| MICHAEL BERENS | ||||||||||||||
| DEPUTY DIRECTOR OF RESEARCH | $405,070 | $0 | $36,647 | $0 | $27,158 | $0 | $19,596 | $0 | $11,839 | $0 | $500,310 | $0 | $0 | $0 |
| KENDALL JENSEN | ||||||||||||||
| DEPUTY DIR. OF RESEARCH RES. | $321,972 | $0 | $85,409 | $0 | $1,242 | $0 | $16,650 | $0 | $18,074 | $0 | $443,347 | $0 | $0 | $0 |
| SUNIL SHARMA | ||||||||||||||
| DEPUTY DIR OF CLINIC. SCIENCES | $558,214 | $0 | $29,934 | $0 | $24,822 | $0 | $15,051 | $0 | $14,585 | $0 | $642,606 | $0 | $0 | $0 |
| DANIEL VON HOFF | ||||||||||||||
| PHYSICIAN IN CHIEF | $809,221 | $0 | $13,668 | $0 | $2,472 | $0 | $13,471 | $0 | $9,634 | $0 | $848,466 | $0 | $0 | $0 |
| CHERYL BABO | ||||||||||||||
| GENERAL COUNSEL, ASSOCIATE | $272,985 | $0 | $85,000 | $0 | $2,322 | $0 | $13,619 | $0 | $1,698 | $0 | $375,624 | $0 | $0 | $0 |
| MATT HUENTELMAN | ||||||||||||||
| PROFESSOR | $324,197 | $0 | $112,860 | $0 | $810 | $0 | $59,407 | $0 | $3,688 | $0 | $500,962 | $0 | $0 | $0 |
| GALEN PERRY | ||||||||||||||
| SR. VP OF MKTG & COMMUNICATION | $266,910 | $0 | $122,000 | $0 | $3,564 | $0 | $19,611 | $0 | $13,979 | $0 | $426,064 | $0 | $0 | $0 |
| NICHOLAS SCHORK | ||||||||||||||
| PROFESSOR | $427,172 | $0 | $30,023 | $0 | $3,277 | $0 | $16,511 | $0 | $4,833 | $0 | $481,816 | $0 | $0 | $0 |
| CRISTIAN TOMASETTI | ||||||||||||||
| PROFESSOR | $338,914 | $0 | $270,000 | $0 | $23,742 | $0 | $99,433 | $0 | $8,778 | $0 | $740,867 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation | 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 Supplemental nonqualified retirement plan | 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 CONTRIBUTION 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. FOR CALENDAR YEAR 2023, THE FOLLOWING INDIVIDUALS WITHDREW THE REFERENCED AMOUNTS TO COVER SUCH TAXES: ROBERT STONE - $59,965 JEFFREY TRENT - $16,028 |
| Schedule J, Part I, Line 7 Non-fixed payments | THE TRANSLATIONAL GENOMICS RESEARCH INSTITUE'S EXECUTIVES AND CERTAIN KEY EMPLOYEES ARE ELIGIBLE TO RECEIVE INCENTIVE COMPENSATION UNDER AN ANNUAL INCENTIVE PLAN (AIP) TIED TO ORGANIZATIONAL KEY PERFORMANCE INDICATORS AND INDIVIDUAL OBJECTIVES. THE KEY PERFORMANCE INDICATORS REFLECT KEY AREAS OF STRATEGIC FOCUS AND THE EXEMPT HEALTHCARE MISSION OF CITY OF HOPE AND AFFILIATES AND ARE BOTH FINANCIAL AND NON-FINANCIAL. THE POTENTIAL INCENTIVE COMPENSATION IS BASED ON A WEIGHTED AVERAGE AMONG ALL INDICATORS AND IS PAID AS A PERCENTAGE OF EACH INDIVIDUAL PARTICIPANT'S BASE COMPENSATION. THE KEY PERFORMANCE INDICATORS ARE WEIGHTED BASED ON THE PARTICIPANT'S PRIMARY AREA(S) OF RESPONSIBILITY, WITH ORGANIZATIONAL KEY PERFORMANCE INDICATORS WEIGHTED FROM 70 PERCENT TO 90 PERCENT, AND AND THE INDIVIDUAL OBJECTIVES WEIGHTED FROM 10 PERCENT TO 30 PERCENT. THE AIP IS UNDER THE CONTROL OF, AND ADMINISTERED BY, THE INDEPENDENT DIRECTORS SERVING ON THE EXECUTIVE COMPENSATION AND GOVERNANCE COMMITTEE. TO BE ELIGIBLE, THE PARTICIPANTS IN THE AIP MUST BE EMPLOYED BY CITY OF HOPE AT THE TIME OF THE INCENTIVE PLAN PAYMENT, AND BE MEETING OR EXCEEDING PERFORMANCE EXPECTATIONS. CITY OF HOPE MAY, IN ITS DISCRETION, CANCEL ALL OR A PORTION OF ANY INCENTIVE PLAN PAYMENT OR AWARD TO ANY PARTICIPANT, WHETHER BEFORE OR FOLLOWING PAYMENT OF SUCH AWARD, SUBJECT TO COMPLIANCE WITH APPLICABLE LAW, UNDER THE FOLLOWING CIRCUMSTANCES (CANCELLATION POLICY): A) AN INCENTIVE PLAN PAYMENT OR AWARD IS MADE FOR A FISCAL PERIOD AND CITY OF HOPE SUBSEQUENTLY RESTATES OR OTHERWISE ADJUSTS THE ANNUAL PERFORMANCE MEASUREMENT CALCULATION IN A MANNER THAT WOULD REDUCE THE SIZE OF THE AWARD OR PAYMENT, OR; B) AN INCENTIVE PLAN PAYMENT OR AWARD IS MADE FOR A FISCAL PERIOD AND CITY OF HOPE SUBSEQUENTLY DETERMINES THAT ONE OF MORE OF THE ANNUAL PERFORMANCE MEASUREMENT CALCULATIONS ON WHICH THE AWARD IS BASED OR IS PAID ARE MATERIALLY INACCURATE. THE AIP INCENTIVE COMPENSATION EARNED FOR FISCAL YEAR 2023 WAS PAID IN CALENDAR YEAR 2023 AND THESE AMOUNTS HAVE BEEN REPORTED IN SCHEDULE J, PART II, COLUMN (B)(II). ADDITIONALLY, CITY OF HOPE HAS AN EXECUTIVE LONG-TERM INCENTIVE (LTI) PLAN FOR CERTAIN EXECUTIVES WHICH IS DESIGNED TO DRIVE LONG-TERM ORGANIZATIONAL PERFORMANCE AND TRANSFORMATION BY ALIGNING EXECUTIVES WITH THE MULTI-YEAR STRATEGIC PLAN AND INCENTIVIZING THEM FOR ACHIEVING KEY ORGANIZATIONAL AND STRATEGIC OBJECTIVES AND GOALS. WITH THREE-YEAR VESTING PERIODS, THE PLAN ALSO PROVIDES A MEANS FOR RETAINING KEY EXECUTIVE TALENT. THE PERFORMANCE PERIOD OF THE PLAN (CYCLE 9) RAN FROM OCTOBER 1, 2020 THROUGH SEPTEMBER 30, 2023 WITH A NEW THREE-YEAR PERFORMANCE PERIOD BEGINNING EACH OCTOBER 1ST THEREAFTER (E.G., CYCLE 10 RUNS FROM OCTOBER 1, 2021 THROUGH SEPTEMBER 30, 2024). TO BE ELIGIBLE TO PARTICIPATE IN ANY PAYOUT UNDER THE PLAN, PARTICIPANTS MUST BE ACTIVELY EMPLOYED BY CITY OF HOPE AT THE TIME OF THE INCENTIVE PLAN PAYMENT, AND BE MEETING OR EXCEEDING PERFORMANCE EXPECTATIONS. WHILE THE PLAN DOES MEET THE REQUIREMENTS FOR A SUBSTANTIAL RISK OF FORFEITURE, AS OF THE CALENDAR YEAR ENDING DECEMBER 31, 2023, THE POTENTIAL LTI AMOUNTS HAVE BEEN ESTIMATED AND ACCRUED DURING THE CURRENT TAX YEAR AND ARE REPORTED AS DEFERRED COMPENSATION TO THE PLAN PARTICIPANTS IN SCHEDULE J, PART II, COLUMN (C). THE LTI PLAN IS SUBJECT TO THE SAME CANCELLATION POLICY AS THE AIP DESCRIBED PREVIOUSLY. PARTICIPANTS WHO MET THE ELIGIBILITY CRITERIA RECEIVED A PAYOUT OF PLAN CYCLE 9 LTI INCENTIVES (OCTOBER 1, 2020 THROUGH SEPTEMBER 30, 2023) IN DECEMBER 2023. THESE AMOUNTS HAVE BEEN REFLECTED IN SCHEDULE J, PART II, COLUMN (B)(II). |
| Schedule J, Part II SCHEDULE J, PART II | SOME OF TGEN'S OFFICERS AND KEY EMPLOYEES LISTED IN PART VII HAVE RETENTION AGREEMENTS THROUGH 2023 AND 2022. AMOUNTS ACCRUED BY TGEN DURING CALENDAR YEAR 2023 UNDER THESE AGREEMENTS HAVE BEEN REPORTED IN SCHEDULE J, PART II, COLUMN (C) AS DEFERRED COMPENSATION. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (17 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part I, 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 4a PROGRAM SERVICE DESCRIPTION | NEUROGENOMICS THE NEUROGENOMICS DIVISION RESEARCH PROGRAMS SPAN ALL AGES, FROM DEVELOPMENTAL DISORDERS EARLY IN LIFE, THROUGH DISEASES OF ADULTHOOD SUCH AS NEURONAL DEGENERATION INCLUDING ALS, ALZHEIMER'S DISEASE AND PARKINSON'S DISEASE AS WELL AS STROKE AND NEUROTRAUMA SUCH AS FROM CONCUSSION. OUR FIRST GOAL IS TO IMPROVE THE ABILITY TO DIAGNOSE NEUROLOGICAL DISEASE BEFORE IT STRIKES BY UNDERSTANDING THE INDIVIDUAL GENETIC AND EPIGENETIC VARIATION BETWEEN INDIVIDUALS. BECAUSE THESE DISEASES IMPACT SO MANY LIVES AROUND THE WORLD EITHER DIRECTLY (BY HAVING A DISEASE), OR INDIRECTLY (BY CARING FOR A LOVED ONE WITH THE DISEASE), THE SECOND GOAL CENTERS ON THE DEVELOPMENT OF NEW DRUG THERAPIES THAT SPECIFICALLY UTILIZE AN INDIVIDUAL'S GENETIC BACKGROUND. OVER THE PAST 20 YEARS, OUR INVESTIGATORS HAVE BEEN AWARDED DOZENS OF LARGE FEDERAL AND FOUNDATION GRANTS, AND DEVELOPED A RESEARCH CLINIC FOCUSED ON DIRECTLY INTERACTING WITH THE COMMUNITY AND PATIENTS IN THE AREA OF PRECISION MEDICINE. |
| Form 990, Part III, Line 4b PROGRAM SERVICE DESCRIPTION | INTEGRATED CANCER 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 ARE ALSO 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 4c PROGRAM SERVICE DESCRIPTION | PATHOGEN AND MICROBIOME THE PATHOGEN AND MICROBIOME DIVISION IS FOCUSED ON DEVELOPING AND TRANSLATING MICROBIAL GENOMIC DISCOVERIES INTO APPLICATION TO ADVANCE HUMAN HEALTH IN THE AREAS OF CLINICAL MEDICINE, PUBLIC HEALTH AND BIODEFENSE. THE DIVISION SEEKS TO ADVANCE OUR UNDERSTANDING OF MULTI-DRUG RESISTANT INFECTIONS, DEVELOP NOVEL GENOTYPING TECHNIQUES FOR GENOMIC EPIDEMIOLOGY AND MICROBIAL FORENSICS, FUNGAL EPIDEMIOLOGY AND PHYLOGENETICS, UNDERSTAND THE RELATIONSHIP OF MICROBES TO HUMAN HEALTH AND DISEASE, AND THROUGH THE TGEN NORTH CLIA LAB OFFER PCR AND SEROLOGY TESTING FOR SARS-COV-2. A MAJOR EMPHASIS IS ON ADAPTING AND ADVANCING NEXT-GENERATION SEQUENCING TOOLS FOR INFECTIOUS DISEASE RESEARCH AND HEALTHCARE SUCH AS DIAGNOSTIC TESTS TO CHARACTERIZE AND TRACK HOSPITAL ACQUIRED INFECTIONS, WITH AN EMPHASIS ON ANTIBIOTIC RESISTANCE, ALLOWING PHYSICIANS TO PROVIDE PERSONALIZED THERAPY AND CONTAIN OUTBREAKS. ASSAYS HAVE BEEN TAILORED TO MANY DISEASES, ORGANISMS AND SAMPLE TYPES, INCLUDING MRSA, TUBERCULOSIS, KLEB, E COLI AND STAPHYLOCOCCUS. THE DIVISION WORKS CLOSELY WITH ITS SISTER INSTITUTE AT NORTHERN ARIZONA UNIVERSITY, THE PATHOGEN AND MICROBIOME INSTITUTE, AS WELL AS WITH A NUMBER OF OTHER COLLABORATORS LOCALLY, NATIONALLY AND GLOBALLY. THE DIVISION HAS BEEN INSTRUMENTAL IN SOLVING NUMEROUS DISEASE OUTBREAKS AROUND THE WORLD, HAS GENERATED MULTIPLE INVENTIONS AND HAS LICENSED OUT INTELLECTUAL PROPERTY TO GOVERNMENTS AND BIOTECH COMPANIES. |
| Form 990, Part III, Line 1 Organization's Mission Statement | 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 4d DESCRIPTION OF OTHER PROGRAM SERVICES | OTHER SCIENCE, BY NATURE, IS AN ITERATIVE PROCESS: A QUESTION AND ANSWER CYCLE OF REFINEMENT AND FURTHER EXPERIMENTATION IN SEARCH OF MEDICAL ADVANCES, WHETHER A NEW DIAGNOSTIC TEST OR TREATMENT. IN THIS REGARD, TGEN HAS HELPED BRIDGE THE GAP BETWEEN LABORATORY DISCOVERIES AND PRACTICAL APPLICATIONS IN PATIENT CARE. OUR APPROACH HAS LED TO SIGNIFICANT STRIDES IN UNDERSTANDING DISEASES AT THE MOLECULAR LEVEL, PAVING THE WAY FOR MORE PRECISE DIAGNOSTIC TOOLS AND GROUNDBREAKING TREATMENTS. TODAY, OUR CAPACITY TO UNDERSTAND AND LEVERAGE INFORMATION FROM THE HUMAN GENOME HAS NEVER BEEN GREATER. TGEN'S ABILITY TO BRING EMERGING NEW METHODS FOR INTERROGATING A PATIENT'S GENOME INTO THE CLINICAL CARE OF PATIENTS, THE REVOLUTION IN FASTER AND LOWER-COST WAYS OF CANCER DETECTION AND THE PATHS THAT REACH THE URBAN, THE RURAL AND MORE DIVERSE POPULATIONS, HAS NEVER BEEN GREATER. THE SEQUENCE COST PER-PATIENT OVER THE PAST DECADE HAS DROPPED DRAMATICALLY. THIS MEANS TGEN CAN SEQUENCE MORE PATIENTS, OR SEQUENCE A PATIENT AGAIN, TO UNDERSTAND HOW THEIR DISEASE IS PROGRESSING. AS PART OF A NATIONAL HEALTH SYSTEM, THIS HELPS DRIVE RESEARCH DISCOVERY, NEW METHODS FOR EARLY DETECTION, AND MORE CLINICAL TRIALS. SEQUENCING ACCURACY HAS ALSO IMPROVED DRAMATICALLY. THIS INCREASED ACCURACY MEANS TGEN CAN DETECT CANCER EARLIER - PERHAPS IN ITS INFANCY - WHICH LEADS TO IMPROVED SCREENING, POST-TREATMENT MONITORING AND BIOPSIES WITH A LOW PERCENTAGE OF TUMOR PRESENT. THIS ALSO ALLOWS US TO EXPAND GENOMIC TESTING INTO MORE CANCER TYPES. |
| Form 990, Part III, Line 4a-4c Description of program services | (Expenses $ 37,388,218 including grants of $)(Revenue $ 36,875,856) PLEASE SEE SCHEDULE O |
| Form 990, Part VI, Line 6 Classes of members or stockholders | THE SOLE CORPORATE MEMBER OF TGEN IS CITY OF HOPE. |
| Form 990, Part VI, Line 7a Members or stockholders electing members of governing body | CITY OF HOPE, AS THE SOLE CORPORATE MEMBER OF TGEN, APPOINTS TGEN'S BOARD OF DIRECTORS. |
| Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders | CERTAIN ACTIONS MAY NOT BE UNDERTAKEN, ON BEHALF OF ITSELF FOR CERTAIN AFFILIATES, WITHOUT THE PRIOR WRITTEN APPROVAL OF THE SOLE CORPORATE MEMBER, CITY OF HOPE, AS SPECIFIED IN THE GOVERNING DOCUMENTS OF TGEN, 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 8b Documentation of meetings held by committees of governing body | There are no committees with the authority to act on behalf of the governing body. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | 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 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 Conflict of interest policy | 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 FURTHER REVIEWED BY 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, Line 15a Process to establish compensation of top management official | THE EXECUTIVE COMPENSATION AND GOVERNANCE COMMITTEE OF THE CITY OF HOPE BOARD OF DIRECTORS ("COMMITTEE"), PURSUANT TO A DELEGATION OF AUTHORITY FROM THE CITY OF HOPE BOARD OF DIRECTORS AND THE TGEN BOARD OF DIRECTORS, IS RESPONSIBLE FOR SETTING THE COMPENSATION OF THE TOP MANAGEMENT OFFICIAL. THE DIRECTORS ON THIS COMMITTEE ARE INDEPENDENT AND ADHERE TO A STRICT CONFLICT OF INTEREST POLICY. DELIBERATION AND DECISION MAKING ARE SUBSTANTIATED IN THE MINUTES OF THE COMMITTEE'S MEETINGS. THE MINUTES ARE REVIEWED AND APPROVED AT THE NEXT MEETING OF THE COMMITTEE. AS PART OF THE DELIBERATION PROCESS, THE COMMITTEE RECEIVES ADVICE FROM AN INDEPENDENT, THIRD-PARTY COMPENSATION CONSULTANT WITH RESPECT TO EXECUTIVE COMPENSATION, INCLUDING REVIEW OF COMPARABLE AND BENCHMARK DATA, CURRENT COMPENSATION PHILOSOPHY, STRUCTURE, AND ADMINISTRATION OF THE EXECUTIVE COMPENSATION PROGRAMS AT CITY OF HOPE AND AFFILIATES. THE COMMITTEE CARRIES OUT THE BOARD OF DIRECTORS' OVERALL RESPONSIBILITIES RELATING TO EXECUTIVE COMPENSATION. THE EXECUTIVE COMPENSATION PHILOSOPHY IS DESIGNED TO ASSIST IN ATTRACTING AND RETAINING THE CALIBER OF EXECUTIVE LEADERSHIP REQUIRED TO ENABLE CITY OF HOPE TO ACHIEVE THE HIGHEST LEVELS OF COMMUNITY BENEFIT, IMPACT TO CLINICAL CARE, QUALITY RESEARCH AND EFFICIENT PHILANTHROPIC DEVELOPMENT. UNDER THE AIP AND LTI DESCRIBED IN SCHEDULE J, A SUBSTANTIAL PORTION OF EXECUTIVE COMPENSATION IS LINKED DIRECTLY TO PERFORMANCE GOALS APPROVED IN ADVANCE. AS A RESULT, PERFORMANCE COMPENSATION MAY VARY FROM YEAR TO YEAR. GOAL SETTING UNDER THE AIP IS TIED TO ANNUAL PERFORMANCE, INCLUDING THE ATTAINMENT OF SPECIFIC BUSINESS OBJECTIVES FOR STRATEGIC AND FINANCIAL PERFORMANCE AS WELL AS NON-FINANCIAL MEASURES SUCH AS PATIENT SATISFACTION AND QUALITY OF PATIENT CARE. THE LTI IS DESIGNED TO DRIVE LONG-TERM ORGANIZATIONAL PERFORMANCE AND TRANSFORMATION BY ALIGNING EXECUTIVES WITH THE MULTI YEAR STRATEGIC PLAN AND INCENTIVIZING THEM TO ACHIEVE KEY ORGANIZATIONAL AND STRATEGIC OBJECTIVES AND GOALS. WITH THREE-YEAR VESTING PERIODS, THE LTI ALSO PROVIDES A MEANS FOR RETAINING KEY EXECUTIVE TALENT. THE COMMITTEE CONDUCTS ANNUAL COMPENSATION REVIEWS FOR THE TOP MANAGEMENT OFFICIAL IN DECEMBER. |
| Form 990, Part VI, Line 15b Process to establish compensation of other employees | THE EXECUTIVE COMPENSATION AND GOVERNANCE COMMITTEE OF THE CITY OF HOPE BOARD OF DIRECTORS ("COMMITTEE") PURSUANT TO A DELEGATION OF AUTHORITY FROM THE CITY OF HOPE BOARD OF DIRECTORS AND THE TGEN BOARD OF DIRECTORS, IS RESPONSIBLE FOR SETTING THE COMPENSATION OF, OR ESTABLISHING COMPENSATION LEVELS FOR TOTAL COMPENSATION CONSISTENT WITH CITY OF HOPE'S COMPENSATION PHILOSOPHY, FOR SENIOR LEADERS AT THE SENIOR VICE PRESIDENT OR EQUIVALENT LEVEL. THE DIRECTORS ON THIS COMMITTEE ARE INDEPENDENT AND ADHERE TO A STRICT CONFLICT OF INTEREST POLICY. DELIBERATION AND DECISION MAKING ARE SUBSTANTIATED IN THE MINUTES OF THE COMMITTEE'S MEETINGS. THE MINUTES ARE REVIEWED AND APPROVED AT THE NEXT MEETING OF THE COMMITTEE. AS PART OF THE DELIBERATION PROCESS, THE COMMITTEE RECEIVES ADVICE FROM AN INDEPENDENT, THIRD-PARTY COMPENSATION CONSULTANT WITH RESPECT TO EXECUTIVE COMPENSATION, INCLUDING REVIEW OF COMPARABLE AND BENCHMARK DATA, CURRENT COMPENSATION PHILOSOPHY, STRUCTURE, AND ADMINISTRATION OF THE EXECUTIVE COMPENSATION PROGRAMS AT CITY OF HOPE AND AFFILIATES. THE COMMITTEE CARRIES OUT THE BOARD OF DIRECTORS' OVERALL RESPONSIBILITIES RELATING TO EXECUTIVE COMPENSATION. THE EXECUTIVE COMPENSATION PHILOSOPHY IS DESIGNED TO ASSIST IN ATTRACTING AND RETAINING THE CALIBER OF EXECUTIVE LEADERSHIP REQUIRED TO ENABLE CITY OF HOPE TO ACHIEVE THE HIGHEST LEVELS OF COMMUNITY BENEFIT, IMPACT TO CLINICAL CARE, QUALITY RESEARCH AND EFFICIENT PHILANTHROPIC DEVELOPMENT. UNDER THE AIP AND LTI DESCRIBED IN SCHEDULE J, A SUBSTANTIAL PORTION OF EXECUTIVE COMPENSATION IS LINKED DIRECTLY TO PERFORMANCE GOALS APPROVED IN ADVANCE. AS A RESULT, PERFORMANCE COMPENSATION MAY VARY FROM YEAR TO YEAR. GOAL SETTING UNDER THE AIP IS TIED TO ANNUAL PERFORMANCE, INCLUDING THE ATTAINMENT OF SPECIFIC BUSINESS OBJECTIVES FOR STRATEGIC AND FINANCIAL PERFORMANCE AS WELL AS NON-FINANCIAL MEASURES SUCH AS PATIENT SATISFACTION AND QUALITY OF PATIENT CARE. THE LTI IS DESIGNED TO DRIVE LONG-TERM ORGANIZATIONAL PERFORMANCE AND TRANSFORMATION BY ALIGNING EXECUTIVES WITH THE MULTI YEAR STRATEGIC PLAN AND INCENTIVIZING THEM TO ACHIEVE KEY ORGANIZATIONAL AND STRATEGIC OBJECTIVES AND GOALS. WITH THREE-YEAR VESTING PERIODS, THE LTI ALSO PROVIDES A MEANS FOR RETAINING KEY EXECUTIVE TALENT. THE COMMITTEE CONDUCTS ANNUAL COMPENSATION REVIEWS IN DECEMBER TO SET COMPENSATION LEVELS, OR WHERE THE PROPOSED COMPENSATION EXCEEDS COMPENSATION LEVELS ESTABLISHED BY THE COMMITTEE, COMPENSATION FOR SENIOR LEADERS AT THE SENIOR VICE PRESIDENT OR EQUIVALENT LEVEL. |
| Form 990, Part VI, Line 19 Required documents available to the public | 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 DIRECTOR, RESPECTIVELY. TGEN'S BYLAWS ARE NOT MADE AVAILABLE TO THE PUBLIC. |
| Form 990, Part IX, Line 11g Other Fees | CONSORTIUM/CONTRACTUAL - Total Expense: 3088591, Program Service Expense: 3088591, Management and General Expenses: , Fundraising Expenses: ; OUTSIDE RESEARCH SERVICES - Total Expense: 4361778, Program Service Expense: 4112858, Management and General Expenses: 248920, Fundraising Expenses: ; CONSULTING - Total Expense: 1464180, Program Service Expense: 252000, Management and General Expenses: 1212180, Fundraising Expenses: ; TEMPORARY SERVICES - Total Expense: 81770, Program Service Expense: 20250, Management and General Expenses: 61520, Fundraising Expenses: ; |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (11 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 | $465,786 | $269,479 | TGEN |
| VIDIUM LLC | |||||||||
| 445 N 5TH STREET SUITE 600 | PHOENIX | AZ | 85004 | 843319906 | ANIMAL DIAG | AZ | $735,807 | $417,515 | TGEN |
| TGEN HEALTH VENTURES LLC | |||||||||
| 445 N 5TH STREET SUITE 600 | PHOENIX | AZ | 85004 | 464520712 | HEALTHCARE | AZ | $0 | $35,415 | 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 | DE | $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 | AZ | $0 | $0 | 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 | $7,577,605 | $39,775,510 | TGEN |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (9 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) |
| COH HoldCo Inc | ||||||||||
| 1500 East Duarte Road | Duarte | CA | 91010 | 873651176 | Support | DE | 501(c)(3) | Type III-FI | City of Hope | Yes (true) |
| MIDWESTERN REGIONAL MEDICAL CENTER INC | ||||||||||
| 1500 EAST DUARTE ROAD | DUARTE | CA | 91010 | 362510771 | HOSPITAL | IL | 501(c)(3) | 3 | COH HOLDCO INC | Yes (true) |
| SOUTHEASTERN REGIONAL MEDICAL CENTER INC | ||||||||||
| 1500 EAST DUARTE ROAD | DUARTE | CA | 91010 | 264572436 | HOSPITAL | GA | 501(c)(3) | 3 | COH HOLDCO INC | Yes (true) |
| WESTERN REGIONAL MEDICAL CENTER INC | ||||||||||
| 1500 EAST DUARTE ROAD | DUARTE | CA | 91010 | 320197974 | HOSPITAL | AZ | 501(c)(3) | 3 | COH HOLDCO INC | 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 | ||||||||||
| 1500 EAST DUARTE ROAD | DUARTE | CA | 91010 | 364887584 | MGMT SERVICES | CA | NA | N/A | false | false |
| ACCESSHOPE LLC | ||||||||||
| 1500 EAST DUARTE ROAD | 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 | false | 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 | $9,708,783 | ACTUAL COST |
| CITY OF HOPE NATIONAL MEDICAL CENTER | ||
| O | $1,182,695 | ACTUAL COST |
| TGEN RESEARCH INSTITUTE FOUNDATION | ||
| Q | $1,925,087 | ACTUAL COST |