SCRIPPS RESEARCH INSTITUTE: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SCRIPPS RESEARCH INSTITUTE (EIN 33-0435954)
- Tax period
- 2019-10-01 to 2020-09-30
- Filed
- 2021-08-13
- IRS object ID
- 202142259349300439
- Schema version
- 2019v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-08-13T09:39:20-05:00 | ReturnTs |
| Tax Period End | 2020-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Deloitte Tax LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 695 Town Center Drive Suite 1000 | AddressLine1Txt |
| City | Costa Mesa | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92626 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330435954 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Scripps Research Institute | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SCRI | BusinessNameControlTxt |
| Phone | 8587841000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10550 North Torrey Pines Road | AddressLine1Txt |
| City | La Jolla | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92037 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jared Machado | PersonNm |
| Person Title | Chief Financial Officer | PersonTitleTxt |
| Phone | 8587841000 | PhoneNum |
| Signature | 2021-08-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | John Sadoff Jr | PreparerPersonNm |
| PTIN | P00540589 | PTIN |
| Phone | 7144367100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Peter Schultz | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10550 North Torrey Pines Road | AddressLine1Txt |
| City | La Jolla | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92037 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $466,682,291 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.scripps.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1924 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TSRI conducts biomedical and biochemical research and postgraduate training programs. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 2199 | TotalEmployeeCnt |
| Total Volunteers | 12 | TotalVolunteersCnt |
| Total Gross UBI | -$94,497 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$121,467 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $366,278,398 | PYContributionsGrantsAmt |
| CY Contributions Grants | $361,859,000 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,851,883 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,222,378 | CYProgramServiceRevenueAmt |
| PY Investment Income | $15,672,880 | PYInvestmentIncomeAmt |
| CY Investment Income | $22,451,990 | CYInvestmentIncomeAmt |
| PY Other Revenue | $27,380,820 | PYOtherRevenueAmt |
| CY Other Revenue | $28,313,244 | CYOtherRevenueAmt |
| PY Total Revenue | $412,183,981 | PYTotalRevenueAmt |
| CY Total Revenue | $414,846,612 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $15,022,351 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $14,124,814 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $200,866,661 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $204,838,315 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $52,468 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $2,492 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $4,589,330 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $216,656,487 | PYOtherExpensesAmt |
| CY Other Expenses | $225,038,263 | CYOtherExpensesAmt |
| PY Total Expenses | $432,597,967 | PYTotalExpensesAmt |
| CY Total Expenses | $444,003,884 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$20,413,986 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$29,157,272 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $962,297,107 | TotalAssetsBOYAmt |
| Total Assets EOY | $973,580,297 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $281,456,307 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $321,951,842 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $680,840,800 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $651,628,455 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | The Scripps Research Institute ("TSRI") performs high impact basic biomedical research, improves the human condition by fostering translation of its discoveries into useful products and engages in the highest quality graduate scientific education and post graduate scientific training. TSRI is known for its entrepreneurial environment and its emphasis in research relating to synthetic chemistry, the relationship between molecular structure and activity and chemical biology. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $389,297,496 | ExpenseAmt |
| Revenue | $2,222,378 | RevenueAmt |
| Desc | Groundbreaking scientific research is conducted at TSRI campuses in La Jolla, California, and Jupiter, Florida, supported by grants, contracts and fellowships from public and private institutes and individuals. TSRI's unique structure merges basic scientific studies in biology, chemistry and bioinformatics with translational science to produce the next generation of drugs and advances in digital and precision medicine. Scientific discoveries at TSRI seed joint drug discovery projects at Calibr, a division of TSRI, creating a pipeline of drug candidates that will impact patients for years to come. The Scripps Research Translational Institute, another division of TSRI, aims to individualize healthcare by leveraging the progress being made in human genomics and combining it with the power of wireless digital technologies and artificial intelligence. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $25,429,110 | ExpenseAmt |
| Grant | $14,124,814 | GrantAmt |
| Desc | TSRI is committed to educating, training and inspiring the scientists of tomorrow. The Institute's Skaggs Graduate School of Chemical and Biological Sciences, ranked one of the ten best graduate programs in the country, empowers students to make high-impact discoveries at the interface of chemistry and biology. Students in the Skaggs Graduate School are immersed in intensive laboratory research from day one and pursue ambitious investigations across scientific disciplines. Graduates of the school become educators at top universities and research institutes, thought leaders within government departments and innovators at pharmaceutical and biotechnology companies. Postdoctoral associates arrive at TSRI from all over the globe, seeking to expand their knowledge and training by working alongside our world-renowned scientists. The Scripps Fellows program identifies individuals with an outstanding record of graduate research and moves them into their own laboratories, allowing them to leapfrog their postdoctoral years of study and begin pushing the frontiers of scientific discovery. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $414,726,606 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | Yes (1) | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (1) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 358 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 2199 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Alice Feng | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8587841000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3301 North Torrey Pines Court | AddressLine1Txt |
| City | La Jolla | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92037 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (32 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 | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Key EmployeeKeyEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Peter G Schultz | ||||||||||
| President/CEO | 40.00 | 0.00 | Yes (X) | Yes (X) | $898,378 | $0 | $71,665 | |||
| Eric Topol | ||||||||||
| Professor/Exec VP | 40.00 | 0.00 | $859,147 | $0 | $69,728 | Yes (X) | ||||
| Matthew Tremblay | ||||||||||
| Chief Operating Officer | 40.00 | 0.00 | Yes (X) | $677,484 | $0 | $62,901 | ||||
| James R Williamson | ||||||||||
| VP Rsch & Academic Affairs | 40.00 | 0.00 | $409,632 | $0 | $71,300 | Yes (X) | ||||
| Jared M Machado | ||||||||||
| Treasurer/Chief Accounting Officer | 40.00 | 0.00 | Yes (X) | $393,518 | $0 | $75,528 | ||||
| Vadim Klyushnichenko | ||||||||||
| VP Pharmaceutical Dev & Qual | 40.00 | 0.00 | $392,087 | $0 | $61,277 | Yes (X) | ||||
| Alice T Feng | ||||||||||
| CFO | 40.00 | 0.00 | Yes (X) | $393,905 | $0 | $56,439 | ||||
| Jennifer Crosby | ||||||||||
| VP Philanthropy | 40.00 | 0.00 | $372,321 | $0 | $75,088 | Yes (X) | ||||
| Jeffrey Kelly | ||||||||||
| Director/Professor | 40.00 | 0.00 | Yes (X) | $372,601 | $0 | $70,455 | ||||
| Kevin Eastwood | ||||||||||
| Strategic Ptnrshp, Sr.Dir. | 40.00 | 0.00 | $377,023 | $0 | $58,730 | Yes (X) | ||||
| Douglas A Bingham | ||||||||||
| Secretary/EVP Scripps Fl | 40.00 | 0.00 | $350,312 | $0 | $69,355 | Yes (X) | ||||
| Peter K Vogt | ||||||||||
| Professor/Former Exec VP | 40.00 | 0.00 | $315,557 | $0 | $70,335 | Yes (X) | ||||
| Jim C Paulson | ||||||||||
| Professor/Former Interim President | 40.00 | 0.00 | $304,193 | $0 | $72,440 | Yes (X) | ||||
| Emily Holmes | ||||||||||
| VP OPERA | 40.00 | 0.00 | $353,365 | $0 | $22,142 | Yes (X) | ||||
| Demetrios I Andrikos | ||||||||||
| Secretary/VP Legal & General Counsel | 40.00 | 0.00 | Yes (X) | $299,006 | $0 | $74,736 | ||||
| Mary Wang | ||||||||||
| Assistant Secretary | 40.00 | 0.00 | Yes (X) | $148,987 | $0 | $24,452 | ||||
| Benedict Gross | ||||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Bernard Saint-Donat PhD | ||||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Christopher T Walsh | ||||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Claudia S Luttrell | ||||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Ge Li | ||||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Gerald Chan | ||||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Isy Goldwasser end 070520 | ||||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Joel S Marcus end 051520 | ||||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| John D Diekman | ||||||||||
| Board Chair | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| John Martin | ||||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Mark Edwards | ||||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Mark Pearson | ||||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Peter C Farell PhD D Sc | ||||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Ron Burkle | ||||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Sherry Lansing | ||||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| William R Hearst III | ||||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $6,917,516 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,006,571 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 325 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | Yes (1) | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Cooley LLP | |||||
| 101 California St 5th floor | San Francisco | CA | 94111 | Legal Services | $1,036,314 |
| Wilson Sonsini Goodrich & Rosati | |||||
| PO Box 742866 | Los Angeles | CA | 90074 | Legal Services | $688,967 |
| Deloitte & Touche LLP | |||||
| PO BOX 844708 | Dallas | TX | 75284 | Audit & Tax Services | $603,964 |
| Hogan Lovells US LLP | |||||
| 600 Brickell Ave Suite 2700 | Miami | FL | 33131 | Legal Services | $363,855 |
| Schwegman Lundberg Woessner PA | |||||
| 121 South Eight Street | Minneapolis | MN | 55402 | Legal Services | $298,699 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 15 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $53,137 | FundraisingAmt |
| Government Grants | $243,501,564 | GovernmentGrantsAmt |
| All Other Contributions | $118,304,299 | AllOtherContributionsAmt |
| Noncash Contributions | $4,348,925 | NoncashContributionsAmt |
| Total Contributions | $361,859,000 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Patent Office | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $2,222,378 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,222,378 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,222,378 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,819,892 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$94,497 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,914,389 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $26,628,349 | TotalRevenueColumnAmt |
| Exclusion | $26,628,349 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $680,953 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $738,704 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$57,751 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$57,751 | TotalRevenueColumnAmt |
| Exclusion | -$57,751 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $67,701,344 | SecuritiesAmt |
| Other | $7,705 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $50,935,052 | SecuritiesAmt |
| Other | $141,899 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $16,766,292 | SecuritiesAmt |
| Other | -$134,194 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,632,098 | TotalRevenueColumnAmt |
| Exclusion | $16,632,098 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $20,024 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $53,137 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $20,024 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Shared Srvcs-Scripps H | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $477,325 | TotalRevenueColumnAmt |
| Exclusion | $477,325 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,265,321 | TotalRevenueColumnAmt |
| Exclusion | $1,265,321 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,742,646 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $414,846,612 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,222,378 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$94,497 | UnrelatedBusinessRevenueAmt |
| Exclusion | $50,859,731 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,012,232 | TotalAmt |
| Program Services | $13,012,232 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,112,582 | TotalAmt |
| Program Services | $1,112,582 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,294,526 | TotalAmt |
| Program Services | $1,488,956 | ProgramServicesAmt |
| Management And General | $2,805,570 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $157,591,254 | TotalAmt |
| Program Services | $147,027,300 | ProgramServicesAmt |
| Management And General | $8,466,946 | ManagementAndGeneralAmt |
| Fundraising | $2,097,008 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$85,607 | TotalAmt |
| Program Services | -$79,063 | ProgramServicesAmt |
| Management And General | -$5,518 | ManagementAndGeneralAmt |
| Fundraising | -$1,026 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,248,037 | TotalAmt |
| Program Services | $29,557,376 | ProgramServicesAmt |
| Management And General | $1,340,610 | ManagementAndGeneralAmt |
| Fundraising | $350,051 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,790,105 | TotalAmt |
| Program Services | $10,888,848 | ProgramServicesAmt |
| Management And General | $759,895 | ManagementAndGeneralAmt |
| Fundraising | $141,362 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,482 | TotalAmt |
| Program Services | $10,482 | ProgramServicesAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,492 | TotalAmt |
| Fundraising | $2,492 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,149,780 | TotalAmt |
| Program Services | $108,677,347 | ProgramServicesAmt |
| Management And General | $1,804,064 | ManagementAndGeneralAmt |
| Fundraising | $668,369 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,261,626 | TotalAmt |
| Program Services | $2,917,403 | ProgramServicesAmt |
| Management And General | $156,637 | ManagementAndGeneralAmt |
| Fundraising | $187,586 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,149,756 | TotalAmt |
| Program Services | $8,443,842 | ProgramServicesAmt |
| Management And General | $1,613,466 | ManagementAndGeneralAmt |
| Fundraising | $92,448 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,446,145 | TotalAmt |
| Program Services | $2,311,450 | ProgramServicesAmt |
| Management And General | $94,680 | ManagementAndGeneralAmt |
| Fundraising | $40,015 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,019,208 | TotalAmt |
| Program Services | $2,019,208 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,510,230 | TotalAmt |
| Program Services | $29,506,601 | ProgramServicesAmt |
| Fundraising | $3,629 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,114,435 | TotalAmt |
| Program Services | $2,318,440 | ProgramServicesAmt |
| Management And General | $4,991 | ManagementAndGeneralAmt |
| Fundraising | $791,004 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Lab Supplies | $29,489,608 | $25,467,113 | $3,855,958 | $166,537 |
| Professional Services | $23,517,942 | $19,489,026 | $3,790,649 | $238,267 |
| Utilities | $11,241,949 | $10,691,657 | $550,292 | |
| Disposal of Equipment | -$134,194 | -$134,194 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$738,704 | TotalAmt |
| Fundraising | -$738,704 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $444,003,884 | TotalAmt |
| Program Services | $414,726,606 | ProgramServicesAmt |
| Management And General | $24,687,948 | ManagementAndGeneralAmt |
| Fundraising | $4,589,330 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,702,358 | BOYAmt |
| EOY | $98,947,927 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,183,652 | BOYAmt |
| EOY | $63,831,920 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $595,679 | BOYAmt |
| EOY | $551,089 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $852,107 | BOYAmt |
| EOY | $1,105,159 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,068,259 | BOYAmt |
| EOY | $26,023,324 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $799,280,597 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $492,351,845 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $311,453,912 | BOYAmt |
| EOY | $306,928,752 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $245,761,820 | BOYAmt |
| EOY | $234,582,399 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $222,581,626 | BOYAmt |
| EOY | $236,717,854 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $832,857 | BOYAmt |
| EOY | $681,429 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,264,837 | BOYAmt |
| EOY | $4,210,444 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $962,297,107 | BOYAmt |
| EOY | $973,580,297 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,134,538 | BOYAmt |
| EOY | $59,137,780 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $131,542,625 | BOYAmt |
| EOY | $165,535,637 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,333,402 | BOYAmt |
| EOY | $27,535,797 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,330,000 | BOYAmt |
| EOY | $38,485,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,115,742 | BOYAmt |
| EOY | $31,257,628 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $281,456,307 | BOYAmt |
| EOY | $321,951,842 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $456,691,979 | BOYAmt |
| EOY | $414,325,811 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $224,148,821 | BOYAmt |
| EOY | $237,302,644 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $680,840,800 | BOYAmt |
| EOY | $651,628,455 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $962,297,107 | BOYAmt |
| EOY | $973,580,297 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$29,157,272 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$55,069 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$4 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $323,083,434 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $315,969,113 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $347,588,971 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $366,278,398 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $361,859,000 | CurrentTaxYearAmt |
| Total | $1,714,778,916 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $323,083,434 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $315,969,113 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $347,588,971 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $366,278,398 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $361,859,000 | CurrentTaxYearAmt |
| Total | $1,714,778,916 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $1,714,778,916 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,773,043 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,626,349 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $22,130,806 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $36,426,682 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $33,129,194 | CurrentTaxYearAmt |
| Total | $119,086,074 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| 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 |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,255,567 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,202,834 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,329,949 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $978,397 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,742,646 | CurrentTaxYearAmt |
| Total | $7,509,393 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $1,841,374,383 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $12,987,367 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.93120 | PublicSupportCY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II, Line 10, Explanation of Other Income: | FormAndLineReferenceDesc |
| Explanation | Other Income - 2015 Amount: $ 2,255,567. 2016 Amount: $ 1,202,834. 2017 Amount: $ 1,329,949. 2018 Amount: $ 978,397. 2019 Amount: $ 1,742,646. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $10,482 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $10,482 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part II-B, Line 1: | FormAndLineReferenceDesc |
| Explanation | TSRI pays annual dues to the Association of Independent Research Institute (AIRI) and the National Association of College and University Business Officers (NACUBO), a portion of which is used for lobbying activities. TSRI also uses the services of KMarcus Research Group LLC for any governmental relations needs. TSRI does not participate in or intervene in (including the publishing or distributing of statements) any political campaign on behalf of (or in opposition to) any candidate for public office. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $112,171,714 | BeginningYearBalanceAmt |
| Contributions | $12,416,199 | ContributionsAmt |
| Investment Earnings Or Losses | $831,736 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,002,022 | OtherExpendituresAmt |
| End Year Balance | $124,417,627 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $99,581,986 | BeginningYearBalanceAmt |
| Contributions | $13,237,745 | ContributionsAmt |
| Investment Earnings Or Losses | $361,209 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,009,226 | OtherExpendituresAmt |
| End Year Balance | $112,171,714 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $69,583,647 | BeginningYearBalanceAmt |
| Contributions | $29,168,940 | ContributionsAmt |
| Investment Earnings Or Losses | $888,030 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $58,631 | OtherExpendituresAmt |
| End Year Balance | $99,581,986 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $72,652,489 | BeginningYearBalanceAmt |
| Contributions | $3,182,125 | ContributionsAmt |
| Investment Earnings Or Losses | $2,132,475 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $8,383,442 | OtherExpendituresAmt |
| End Year Balance | $69,583,647 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $69,296,085 | BeginningYearBalanceAmt |
| Contributions | $3,512,735 | ContributionsAmt |
| Investment Earnings Or Losses | $1,291,236 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,447,567 | OtherExpendituresAmt |
| End Year Balance | $72,652,489 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.13000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.87000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $43,352,136 | OtherCostOrOtherBasisAmt |
| Book Value | $43,352,136 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $449,314,094 | OtherCostOrOtherBasisAmt |
| Depreciation | $242,028,728 | DepreciationAmt |
| Book Value | $207,285,366 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $22,438,066 | OtherCostOrOtherBasisAmt |
| Depreciation | $21,671,893 | DepreciationAmt |
| Book Value | $766,173 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $278,604,110 | OtherCostOrOtherBasisAmt |
| Depreciation | $225,235,985 | DepreciationAmt |
| Book Value | $53,368,125 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,572,191 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,415,239 | DepreciationAmt |
| Book Value | $2,156,952 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $306,928,752 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Investment in Limited Partnerships | Desc |
| Book Value | $236,717,854 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $236,717,854 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Pension Liability | $25,191,626 |
| Leases Scheduled Rent | $5,783,703 |
| Unitrust | $282,299 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $31,257,628 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $415,664,441 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$55,069 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $872,898 | OtherRevenueAmt |
| Revenue Not Reported | $817,829 | RevenueNotReportedAmt |
| Revenue Subtotal | $414,846,612 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $414,846,612 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $444,876,782 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $872,898 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $872,898 | ExpensesNotReportedAmt |
| Expenses Subtotal | $444,003,884 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $444,003,884 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | Investment return from the endowments supports scientific projects consistent with the mission and principles of The Scripps Research Institute. |
| Part XI, Line 2d - Other Adjustments: | Rental Expenses Netted Against Rental Revenue 738,704. Loss on Disposal of Equipment 134,194. |
| Part XII, Line 2d - Other Adjustments: | Rental Expenses Netted Against Rental Revenue 738,704. Loss on Disposal of Equipment 134,194. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| Europe (Including Iceland & Greenland) | 0 | 0 | Program Services | Grants for Scientific Research | $740,285 |
| North America | 0 | 0 | Program Services | Grants for Scientific Research | $210,667 |
| Sub-Saharan Africa | 0 | 0 | Program Services | Grants for Scientific Research | $161,630 |
| Central America and the Caribbean | 0 | 0 | Investments | $50,257,191 |
| 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 | $51,369,773 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $51,369,773 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (9 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|
| North America | Grants for Scientific Research | $94,491 | Check |
| Europe (Including Iceland & Greenland) | Grants for Scientific Research | $201,658 | Check |
| Sub-Saharan Africa | Grants for Scientific Research | $90,760 | Electronic fund/wire transfer |
| Europe (Including Iceland & Greenland) | Grants for Scientific Research | $60,466 | Check |
| Europe (Including Iceland & Greenland) | Grants for Scientific Research | $77,250 | Check |
| North America | Grants for Scientific Research | $116,176 | Check |
| Europe (Including Iceland & Greenland) | Grants for Scientific Research | $244,805 | Electronic fund/wire transfer |
| Europe (Including Iceland & Greenland) | Grants for Scientific Research | $156,106 | Check |
| Sub-Saharan Africa | Grants for Scientific Research | $70,870 | Check |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 9 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, line 3: | TSRI monitors the amounts provided to the foreign organization by adherence to a grant contract and monitors detailed billing statements of research expenditures. |
| Part III Accounting Method: | |
| Schedule F, Part IV: | TSRI has less than 10% ownership in a foreign corporation during the tax year, and therefore, was not required to file Form 5471. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | WISE | Event1Nm |
| Gross Receipts Event1 | $23,811 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $14,617 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $9,194 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $6,446 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $2,748 | OtherDirectExpensesEvent1Amt |
| Event2 | Food For Thought | Event2Nm |
| Gross Receipts Event2 | $49,350 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $38,520 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $10,830 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $9,016 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $1,814 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Other Events | $0 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $0 | CharitableContriOtherEventsAmt |
| Food And Beverage Other Events | $0 | FoodAndBeverageOtherEventsAmt |
| Gross Receipts Total | $73,161 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $53,137 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $20,024 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $15,462 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $4,562 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $20,024 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $0 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Scholarships & Stipends, TSRI Graduate School | GrantTypeTxt |
| Recipient | 419 | RecipientCnt |
| Cash Grant | $13,012,232 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | Graduate student stipends are processed via personnel action forms which are approved by the Graduate Office and Human Resources prior to being sent to the payroll office. Once approved, graduate students are set up in TSRI's payroll system and are dispersed on the 1st and 15th of each month. Monitoring is done via the interaction between the student and faculty advisor. As long as the student is progressing, she/he would continue to be paid. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (16 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Peter G Schultz | ||||||||||||||
| President/CEO | $782,852 | $0 | $79,502 | $0 | $36,024 | $0 | $56,000 | $0 | $15,665 | $0 | $970,043 | $0 | $0 | $0 |
| Eric Topol | ||||||||||||||
| Professor/Exec VP | $859,147 | $0 | $0 | $0 | $0 | $0 | $56,000 | $0 | $13,728 | $0 | $928,875 | $0 | $0 | $0 |
| Matthew Tremblay | ||||||||||||||
| Chief Operating Officer | $496,215 | $0 | $179,667 | $0 | $1,602 | $0 | $42,000 | $0 | $20,901 | $0 | $740,385 | $0 | $0 | $0 |
| James R Williamson | ||||||||||||||
| VP Rsch & Academic Affairs | $359,972 | $0 | $36,001 | $0 | $13,659 | $0 | $56,000 | $0 | $15,300 | $0 | $480,932 | $0 | $0 | $0 |
| Jared M Machado | ||||||||||||||
| Treasurer/Chief Accounting Officer | $347,179 | $0 | $35,000 | $0 | $11,339 | $0 | $56,000 | $0 | $19,528 | $0 | $469,046 | $0 | $0 | $0 |
| Vadim Klyushnichenko | ||||||||||||||
| VP Pharmaceutical Dev & Qual | $305,409 | $0 | $84,851 | $0 | $1,827 | $0 | $42,000 | $0 | $19,277 | $0 | $453,364 | $0 | $0 | $0 |
| Alice T Feng | ||||||||||||||
| CFO | $230,013 | $0 | $144,253 | $0 | $19,639 | $0 | $37,979 | $0 | $18,460 | $0 | $450,344 | $0 | $0 | $0 |
| Jennifer Crosby | ||||||||||||||
| VP Philanthropy | $328,008 | $0 | $33,003 | $0 | $11,310 | $0 | $56,000 | $0 | $19,088 | $0 | $447,409 | $0 | $0 | $0 |
| Jeffrey Kelly | ||||||||||||||
| Director/Professor | $341,986 | $0 | $0 | $0 | $30,615 | $0 | $56,000 | $0 | $14,455 | $0 | $443,056 | $0 | $0 | $0 |
| Kevin Eastwood | ||||||||||||||
| Strategic Ptnrshp, Sr.Dir. | $300,770 | $0 | $76,253 | $0 | $0 | $0 | $42,000 | $0 | $16,730 | $0 | $435,753 | $0 | $0 | $0 |
| Douglas A Bingham | ||||||||||||||
| Secretary/EVP Scripps Fl | $279,237 | $0 | $28,001 | $0 | $43,074 | $0 | $56,000 | $0 | $13,355 | $0 | $419,667 | $0 | $0 | $0 |
| Peter K Vogt | ||||||||||||||
| Professor/Former Exec VP | $292,746 | $0 | $0 | $0 | $22,811 | $0 | $56,000 | $0 | $14,335 | $0 | $385,892 | $0 | $0 | $0 |
| Jim C Paulson | ||||||||||||||
| Professor/Former Interim President | $277,088 | $0 | $0 | $0 | $27,105 | $0 | $56,000 | $0 | $16,440 | $0 | $376,633 | $0 | $0 | $0 |
| Emily Holmes | ||||||||||||||
| VP OPERA | $75,495 | $0 | $0 | $0 | $277,870 | $0 | $15,623 | $0 | $6,519 | $0 | $375,507 | $0 | $0 | $0 |
| Demetrios I Andrikos | ||||||||||||||
| Secretary/VP Legal & General Counsel | $269,806 | $0 | $27,502 | $0 | $1,698 | $0 | $55,511 | $0 | $19,225 | $0 | $373,742 | $0 | $0 | $0 |
| Mary Wang | ||||||||||||||
| Assistant Secretary | $124,985 | $0 | $24,002 | $0 | $0 | $0 | $12,579 | $0 | $11,873 | $0 | $173,439 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 1a | Business travel and first class travel. The Scripps Research Institute allows for business travel for certain key employees for long haul flights. In certain circumstances, business class service is not available on smaller aircraft. In those circumstances, TSRI allows first class travel. At times TSRI will relocate employees between campuses and will provide a housing allowance for a limited duration to assist with the transition, which was provided to Douglas A. Bingham, Executive Vice President of Scripps Florida. This was paid out based on an agreement with Mr. Bingham and not in accordance with a written policy. |
| Part I, Line 4a | The following individual received severance payments: Emily Holmes $238,340 |
| Other Information Related to Form 990, Part VII, Line 5: | Eric Topol, M.D., received compensation from an unrelated organization, Scripps Clinic Medical Group, for services provided to The Scripps Research Institute. In 2019, in exchange for these services, The Scripps Research Institute reimbursed the Scripps Medical Group $562,500 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | California Infrastructure & Economic Development Bank | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 630304653 | BondIssuerEIN |
| CUSIP | 13034AMU1 | CUSIPNum |
| Bond Issued | 2016-08-30 | BondIssuedDt |
| Issue Price | $40,511,601 | IssuePriceAmt |
| Purpose | See Part VI | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $9,210,000 | RetiredAmt |
| Total Proceeds | $40,511,601 | TotalProceedsAmt |
| Refunding Escrow | $5,109,295 | RefundingEscrowAmt |
| Issuance Costs From Proceeds | $648,704 | IssuanceCostsFromProceedsAmt |
| Other Spent Proceeds | $35,125,321 | OtherSpentProceedsAmt |
| Substantial Completion | 2016 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | Yes (1) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | Yes (1) | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | Yes (1) | AnyResearchAgreementsInd |
| Engage Bond Counsel Research | 0 | EngageBondCounselResearchInd |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | Yes (1) | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule K, Part I, Bond Issues: | (a) Issue Name: California Infrastructure & Economic Development Bank (f) Description on Purpose: Refund and defease bonds previously issued for the benefit of the Institute on 06/29/2000 and 02/23/2005. |
| Schedule K, Part III, Line 3d: | Overall private use isn't material and outside counsel would review any significant agreements. |
| Schedule K, Part IV, Line 6: | This question is being answered without regard to a yield-restricted advance refunding escrow financed with proceeds of the bonds. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| Joel S Marcus | |||
| Member of the Board of Directors | $4,591,700 | See Part V | 0 |
| Ge Li | |||
| Member of the Board of Directors | $3,029,819 | See Part V | 0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Sch L, Part IV, Business Transactions Involving Interested Persons: | FormAndLineReferenceDesc |
| Explanation | (a) Name of Person: Joel S. Marcus(b) Relationship Between Interested Person and Organization: Member of the Board of Directors - The Scripps Research Institute(c) Amount of Transaction $4,591,700.(d) Description of Transaction: The Scripps Research Institute (TSRI) leases office and laboratory space building from Alexandria Real Estate (ARE). Joel S. Marcus is the Executive Chairman & Founder of ARE. Mr. Marcus was appointed to TSRI'S Board as of May 2017. Lease commenced in November 1997, at which time, the property was not owned by ARE and Mr. Marcus was not a member of TSRI'S Board.(e) Sharing of Organization Revenues? = No(a) Name of Person: Ge Li(b) Relationship Between Interested Person and Organization: Member of the Board of Directors - The Scripps Research Institute(c) Amount of Transaction $3,029,819.(d) Description of Transaction: California Institute for BioMedical Research (CALIBR) a division of The Scripps Research Institute (TSRI) has contracts with outside parties for outsourced research services. Ge Li is the Chairman and Chief Executive Officer at Wuxi Companies which is one of the contracted parties to provide outsourced research services. CALIBR began working with Wuxi in 2013, at which time Mr. Li was not a member of TSRI or CALIBR's Board. Wuxi Companies and TSRI or Calibr do not share revenue.(e) Sharing of Organization Revenues? = No | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 7 | ContributionCnt |
| Noncash Contributions Rpt F990 | $297,734 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Cost or Selling Price | MethodOfDeterminingRevenuesTxt |
Real Estate Residential RealEstateResidentialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $4,051,191 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Cost or Selling Price | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Column (b): | Securities - Publicly traded - No. of contributions Real Estate - Residential - No. of items contributed |
| Part I, Line 32b: | Shares of stock gifted to TSRI are transferred into our brokerage account at Morgan Stanley and they in turn sell the shares and wire proceeds to TSRI. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11b | On June 24, 2021, the Audit Committee reviewed a draft of the Form 990 (including all supplemental schedules). This review included a presentation of the statements by the Chief Financial Officer with particular emphasis on disclosures about governance and about transactions with interested persons. The 990 will be provided to the full Board of Directors prior to filing. |
| Form 990, Part VI, Section B, line 12c | TSRI'S Conflict of Interest Policies and Procedures apply to members of the Board of Directors, officers, key personnel, and their family members (altogether covered individuals) to protect the interests of TSRI when it is contemplating entering into a transaction or arrangement that could: 1) Benefit the private interest of a covered individual within the meaning of Treasury Regulation Section 1.501(c)(3)-1(d)(1)(ii), 2) Result in a possible excess benefit transaction within the meaning of Section 4958(c) of the Internal Revenue Code of 1986, as amended; or 3) Be a self-dealing transaction within the meaning of Section 5233 of the California Corporations Code (the "Corporations Code"). TSRI's policies and procedures are intended to supplement, but not replace, any state and federal laws governing actual, potential, or apparent conflict of interest applicable to TSRI. Disclosure documents responsive to TSRI's policies are annually submitted by covered individuals, and are reviewed by TSRI administration for pertinent relationships. Any transactions or arrangements involving covered individuals that fall within the scope of the policies are then subject to review and consideration by non-conflicted Board of Director members, with conflicted members being recused from any debate and vote to approve or disapprove. |
| Form 990, Part VI, Section B, line 15 | The compensation of the CEO and certain other key executives was reviewed and approved by the Board of Directors. This review was based, in part, on analysis performed by the Human Resources department, and included data from outside consultants or internally-conducted research. On an ongoing basis, executives may participate in the normal annual salary increase program, which is based on a recommendation from the Human Resources department based on market research. Any unusual or potentially non-qualified compensation would be reviewed by outside counsel for any tax compliance issues. |
| Form 990, Part VI, Section C, line 19 | Governing documents and Conflict of Interest Policies are not available to the public at this time. The financial statements are filed with the State of Florida by The Scripps Florida Funding Corporation. The statements are provided to bond holders through TSRI's dissemination agent. The annual information return is provided upon request. |
| Form 990, Part IX, line 11g | Purchases Services and Maintenance: Program service expenses 108,677,347. Management and general expenses 1,804,064. Fundraising expenses 668,369. Total expenses 111,149,780. |
| Form 990, Part XI, line 9: | Rounding -4. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STRIDE LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10550 North Torrey Pines Rd | AddressLine1Txt |
| City | La Jolla | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92037 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 825129385 | EIN |
| Primary Activities | Facilitate Basic Research | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Total Income | $202,550 | TotalIncomeAmt |
| End Of Year Assets | $59,473 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Scripps Research Institute | BusinessNameLine1Txt |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Calm Therapeutics Inc | ||||||||||||
| 10550 North Torrey Pines Rd | La Jolla | CA | 92037 | 825375039 | Research | DE | The Scripps Research Institute | C | -$146,609 | $195,127 | 0.62020 | Yes (1) |
| Biosurf Inc | ||||||||||||
| 10550 North Torrey Pines Rd | La Jolla | CA | 92037 | 825117568 | Research | DE | The Scripps Research Institute | C | -$1,262 | $700 | 0.60600 | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Calm Therapeutics Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | L | TransactionTypeTxt |
| Involved | $262,023 | InvolvedAmt |
| Method Of Amount Determination | Cash Method | MethodOfAmountDeterminationTxt |