BENAROYA RESEARCH INSTITUTE AT VIRGINIA MASON: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- BENAROYA RESEARCH INSTITUTE AT VIRGINIA MASON (EIN 91-0653422)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-17
- IRS object ID
- 202143219349301719
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule K
- Schedule O
- Schedule R
- Affiliated Group Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-17T03:29:32-00:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1918 8th Avenue Suite 2900 | AddressLine1Txt |
| City | Seattle | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 910653422 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Benaroya Research Institute at Virginia Mason | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BENA | BusinessNameControlTxt |
| Phone | 2063426500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 Ninth Avenue | AddressLine1Txt |
| City | Seattle | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Michael Labosier | PersonNm |
| Person Title | Chief Financial Officer | PersonTitleTxt |
| Signature | 2021-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Michael | PersonFirstNm |
| Person Last | Labosier | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Sue Robison | PreparerPersonNm |
| PTIN | P00560072 | PTIN |
| Phone | 2069134000 | PhoneNum |
| Preparation | 2021-11-01 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Jane Buckner MD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 Ninth Avenue | AddressLine1Txt |
| City | Seattle | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 981012795 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $67,924,339 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | http://www.benaroyaresearch.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1956 | FormationYr |
| Legal Domicile State | WA | LegalDomicileStateCd |
| Activity Or Mission | To advance the science that will predict, prevent, reverse, and cure diseases of the immune system. | ActivityOrMissionDesc |
| Voting Members Governing Body | 22 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 339 | TotalEmployeeCnt |
| Total Volunteers | 3 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $62,867,601 | PYContributionsGrantsAmt |
| CY Contributions Grants | $60,644,155 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $9,656,398 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $6,105,766 | CYProgramServiceRevenueAmt |
| PY Investment Income | $322,628 | PYInvestmentIncomeAmt |
| CY Investment Income | $465,981 | CYInvestmentIncomeAmt |
| PY Other Revenue | $432,312 | PYOtherRevenueAmt |
| CY Other Revenue | $517,857 | CYOtherRevenueAmt |
| PY Total Revenue | $73,278,939 | PYTotalRevenueAmt |
| CY Total Revenue | $67,733,759 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $23,652,782 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $24,013,128 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $29,080,641 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $30,263,381 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $18,713,253 | PYOtherExpensesAmt |
| CY Other Expenses | $17,073,013 | CYOtherExpensesAmt |
| PY Total Expenses | $71,446,676 | PYTotalExpensesAmt |
| CY Total Expenses | $71,349,522 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,832,263 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$3,615,763 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $95,747,100 | TotalAssetsBOYAmt |
| Total Assets EOY | $100,142,600 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $45,073,162 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $49,711,912 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $50,673,938 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $50,430,688 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | Advancing the science that will predict, prevent, reverse, and cure diseases of the immune system such as autoimmune disease, allergy, and asthma. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $35,789,088 | ExpenseAmt |
| Grant | $22,146,468 | GrantAmt |
| Desc | Interventional Immunology - Includes Immune Tolerance Network Program. See Schedule O. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $12,495,092 | ExpenseAmt |
| Grant | $302,067 | GrantAmt |
| Desc | Translational Immunology. See Schedule O. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $9,926,163 | ExpenseAmt |
| Grant | $1,564,593 | GrantAmt |
| Desc | Fundamental Immunology. See Schedule O. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $907,893 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $6,105,766 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $59,118,236 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (true) | 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 | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | Yes (true) | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 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 | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 66 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 339 | 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 | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 22 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (true) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Michael Labosier CFO | PersonNm |
| Phone | 2063426505 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 Ninth Avenue | AddressLine1Txt |
| City | Seattle | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98101 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Key EmployeeKeyEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| Gary Kaplan MD | |||||||||
| Director | 001.00 | 054.00 | Yes (X) | $0 | $1,831,863 | $86,010 | |||
| David Aboulafia MD | |||||||||
| Director | 001.00 | 050.00 | Yes (X) | $0 | $590,841 | $53,545 | |||
| Jane Buckner MD | |||||||||
| Ex Officio, President | 040.00 | Yes (X) | $542,122 | $0 | $27,200 | Yes (X) | |||
| Joyce Lammert MD PhD | |||||||||
| Director | 001.00 | 050.00 | Yes (X) | $0 | $326,956 | $31,798 | |||
| Margaret McCormick PhD | |||||||||
| Executive Director Chief Operating Officer | 040.00 | $308,440 | $0 | $31,600 | Yes (X) | ||||
| William Kowk PhD | |||||||||
| Research Member | 040.00 | $251,185 | $0 | $29,600 | Yes (X) | ||||
| Steven Ziegler PhD | |||||||||
| Director of Academic Affairs | 040.00 | Yes (X) | $241,678 | $0 | $23,532 | ||||
| Carla Greenbaum | |||||||||
| Director | 040.00 | $231,145 | $0 | $32,562 | Yes (X) | ||||
| Michael Labosier | |||||||||
| Chief Financial Officer | 040.00 | $200,783 | $0 | $32,612 | Yes (X) | ||||
| Bolong Cao | |||||||||
| Business Development Director, Business Development | 040.00 | $192,045 | $0 | $30,474 | Yes (X) | ||||
| Daniel Campbell PhD | |||||||||
| Center Director of Discovery Science | 040.00 | $201,917 | $0 | $18,764 | Yes (X) | ||||
| Philip Bernstein | |||||||||
| Research Member | 040.00 | $192,321 | $0 | $25,972 | Yes (X) | ||||
| Gerald Nepom MD PhD | |||||||||
| Program Director, ITN | 040.00 | $164,068 | $0 | $27,444 | Yes (X) | ||||
| Catherine Zimmerman | |||||||||
| Director | 001.00 | Yes (X) | $0 | $0 | $0 | ||||
| Jeffrey S Wortley | |||||||||
| Director, Treasurer | 001.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| Christopher Wilson MD | |||||||||
| Director | 001.00 | Yes (X) | $0 | $0 | $0 | ||||
| David Williams | |||||||||
| Director | 001.00 | Yes (X) | $0 | $0 | $0 | ||||
| Diane St John | |||||||||
| Director, Secretary | 001.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| Nabil Istafanous | |||||||||
| Director | 001.00 | Yes (X) | $0 | $0 | $0 | ||||
| Paul Hughes | |||||||||
| Director | 001.00 | Yes (X) | $0 | $0 | $0 | ||||
| Frank Dvorak PhD | |||||||||
| Director, Vice-Chair | 001.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| Carla DewBerry | |||||||||
| Director | 001.00 | Yes (X) | $0 | $0 | $0 | ||||
| Tom Cohen | |||||||||
| Director, Chair | 001.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| Ben Reiber | |||||||||
| Director | 001.00 | Yes (X) | $0 | $0 | $0 | ||||
| Kirk Nelson | |||||||||
| Director | 001.00 | Yes (X) | $0 | $0 | $0 | ||||
| Robert Williams | |||||||||
| Director | 001.00 | Yes (X) | $0 | $0 | $0 | ||||
| Claire Bonilla | |||||||||
| Director | 001.00 | Yes (X) | $0 | $0 | $0 | ||||
| Brian Kotzin | |||||||||
| Director | 001.00 | Yes (X) | $0 | $0 | $0 | ||||
| Proctor Schenk | |||||||||
| Director | 001.00 | Yes (X) | $0 | $0 | $0 | ||||
| Erin Talbott | |||||||||
| Director | 001.00 | Yes (X) | $0 | $0 | $0 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,525,704 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $2,749,660 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $451,113 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 64 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| KPMG LLP | |||||
| 1918 Eighth Ave Suite 2900 | Seattle | WA | 98101 | Auditing Consulting | $185,955 |
| Genesis Lighting | |||||
| 4514 S 256th Street | Kent | WA | 980326517 | Electrical contractor | $123,180 |
| Finley & Cook | |||||
| 601 N Broadway | Shawnee | OK | 74802 | Software Support | $108,585 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $500,000 | RelatedOrganizationsAmt |
| Government Grants | $47,909,509 | GovernmentGrantsAmt |
| All Other Contributions | $12,234,646 | AllOtherContributionsAmt |
| Total Contributions | $60,644,155 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Commercial Studies | 621500 | $5,569,393 | $5,569,393 |
| Core Services and Other | 621500 | $536,373 | $536,373 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $6,105,766 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $465,981 | TotalRevenueColumnAmt |
| Exclusion | $465,981 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $708,437 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $190,580 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $517,857 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $517,857 | TotalRevenueColumnAmt |
| Exclusion | $517,857 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $67,733,759 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,105,766 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $983,838 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,708,319 | TotalAmt |
| Program Services | $21,708,319 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,304,809 | TotalAmt |
| Program Services | $2,304,809 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,471,746 | TotalAmt |
| Program Services | $650,421 | ProgramServicesAmt |
| Management And General | $821,325 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,839,656 | TotalAmt |
| Program Services | $15,830,174 | ProgramServicesAmt |
| Management And General | $6,009,482 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,899,074 | TotalAmt |
| Program Services | $1,326,305 | ProgramServicesAmt |
| Management And General | $572,769 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,376,335 | TotalAmt |
| Program Services | $2,358,018 | ProgramServicesAmt |
| Management And General | $1,018,317 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,676,570 | TotalAmt |
| Program Services | $1,170,909 | ProgramServicesAmt |
| Management And General | $505,661 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,947 | TotalAmt |
| Management And General | $52,947 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $117,455 | TotalAmt |
| Management And General | $117,455 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees For Services Prof Fundraising | FeesForServicesProfFundraising |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,083,594 | TotalAmt |
| Program Services | $1,541,545 | ProgramServicesAmt |
| Management And General | $542,049 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,896 | TotalAmt |
| Program Services | -$544 | ProgramServicesAmt |
| Management And General | $72,440 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,986 | TotalAmt |
| Program Services | $26,786 | ProgramServicesAmt |
| Management And General | $60,200 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,716,589 | TotalAmt |
| Program Services | $928,447 | ProgramServicesAmt |
| Management And General | $788,142 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,229,424 | TotalAmt |
| Program Services | $2,635,608 | ProgramServicesAmt |
| Management And General | $593,816 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,287 | TotalAmt |
| Program Services | $49,657 | ProgramServicesAmt |
| Management And General | $14,630 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,224 | TotalAmt |
| Program Services | $33,876 | ProgramServicesAmt |
| Management And General | $12,348 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $793,841 | TotalAmt |
| Program Services | $690,642 | ProgramServicesAmt |
| Management And General | $103,199 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,244,259 | TotalAmt |
| Program Services | $2,661,744 | ProgramServicesAmt |
| Management And General | $582,515 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $161,954 | TotalAmt |
| Program Services | $106,848 | ProgramServicesAmt |
| Management And General | $55,106 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Supplies and Miscellaneous Expenses | $3,817,656 | $3,697,861 | $119,795 |
| Other Purchased Services | $244,917 | $137,084 | $107,833 |
| Patient Costs | $927,121 | $927,121 | |
| Research Participants Expenses | $184,285 | $184,285 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $229,578 | TotalAmt |
| Program Services | $148,321 | ProgramServicesAmt |
| Management And General | $81,257 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,349,522 | TotalAmt |
| Program Services | $59,118,236 | ProgramServicesAmt |
| Management And General | $12,231,286 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,968,573 | BOYAmt |
| EOY | $4,851,464 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,346,562 | BOYAmt |
| EOY | $3,056,613 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,407,687 | BOYAmt |
| EOY | $15,695,207 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,190,375 | BOYAmt |
| EOY | $3,661,757 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $642,728 | BOYAmt |
| EOY | $422,636 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $80,343,115 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $54,590,867 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,690,426 | BOYAmt |
| EOY | $25,752,248 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,334,516 | BOYAmt |
| EOY | $9,469,982 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,053,950 | BOYAmt |
| EOY | $33,972,375 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,112,283 | BOYAmt |
| EOY | $3,260,318 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $95,747,100 | BOYAmt |
| EOY | $100,142,600 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,369,555 | BOYAmt |
| EOY | $11,286,354 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,925,668 | BOYAmt |
| EOY | $7,768,042 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,037,716 | BOYAmt |
| EOY | $28,256,552 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,740,223 | BOYAmt |
| EOY | $2,400,964 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,073,162 | BOYAmt |
| EOY | $49,711,912 | 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 | $17,545,065 | BOYAmt |
| EOY | $16,020,806 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,128,873 | BOYAmt |
| EOY | $34,409,882 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,673,938 | BOYAmt |
| EOY | $50,430,688 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $95,747,100 | BOYAmt |
| EOY | $100,142,600 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$3,615,763 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,372,513 | NetUnrlzdGainsLossesInvstAmt |
| 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| 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) |
|---|---|---|
| Medical Research Organization | Yes (X) | MedicalResearchOrganizationInd |
Hospital Name And Address HospitalNameAndAddressGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Virginia Mason Medical Center | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| City | Seattle | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $71,346,495 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $60,243,416 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $59,023,034 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $62,867,601 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $60,664,155 | CurrentTaxYearAmt |
| Total | $314,144,701 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $71,346,495 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $60,243,416 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $59,023,034 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $62,867,601 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $60,664,155 | CurrentTaxYearAmt |
| Total | $314,144,701 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $28,272,944 | SubstantialContributorsTotAmt |
| Public Support Total170 | $285,871,757 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $933,027 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $994,910 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $729,749 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $945,520 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,174,418 | CurrentTaxYearAmt |
| Total | $4,777,624 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,553,010 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,781,431 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,229,643 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,656,398 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,105,766 | CurrentTaxYearAmt |
| Total | $39,326,248 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $358,248,573 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $39,326,248 | GrossReceiptsRltdActivitiesAmt |
| Public Support PY170 | 0.79200 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
| Facts And Circumstances Test | Part II Section B Line 10 2020 Other Income of 6,105,766 is comprised of 5,569,393 of Clinical Research Program revenue, 430,308 of External Core income, and 106,065 of miscellaneous income. | FactsAndCircumstancesTestTxt |
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) |
|---|---|---|
| Organization Belongs Afflt Grp | Yes (X) | OrganizationBelongsAffltGrpInd |
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Affiliated Group Total | $129,023 | AffiliatedGroupTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Affiliated Group Total | $80,424 | AffiliatedGroupTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Affiliated Group Total | $209,447 | AffiliatedGroupTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $71,349,522 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $1,232,542,070 | AffiliatedGroupTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $71,349,522 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $1,232,751,517 | AffiliatedGroupTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $1,000,000 | AffiliatedGroupTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $250,000 | AffiliatedGroupTotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form4720 Filed | false | Form4720FiledInd |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $284,247 | CurrentYearMinus3Amt |
| Current Year Minus2 | $294,038 | CurrentYearMinus2Amt |
| Current Year Minus1 | $307,100 | CurrentYearMinus1Amt |
| Current Year | $209,447 | CurrentYearAmt |
| Total | $1,094,832 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $175,480 | CurrentYearMinus3Amt |
| Current Year Minus2 | $180,464 | CurrentYearMinus2Amt |
| Current Year Minus1 | $183,519 | CurrentYearMinus1Amt |
| Current Year | $129,023 | CurrentYearAmt |
| Total | $668,486 | TotalAmt |
| 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 | false | OtherActivitiesInd |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
| Form4720 Filed4912 Tax | false | Form4720Filed4912TaxInd |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| II-A A | Benaroya Research Institute at Virginia Mason, EIN 91-0653422, 1201 Ninth Avenue, Seattle, WA 98101. Non-electing member. 0 Lobbying Expenditures. Excess Lobbying Expenditures 0. |
| II-A A continued | Virginia Mason Medical Center, EIN 91-0565539, 1100 Ninth Avenue, Seattle, WA 98101. Electing member. Grassroots Lobbying Expenditures 129,023 Direct Lobbying Expenditures 80,424. Excess Lobbying Expenditures 0. Tax year ending December 31, 1998 was the first year in which Virginia Mason Medical Center made the election under Section 501h. The election was not revoked before the start of the tax year ending December 31, 2020. |
| II-A A continued | Virginia Mason Health System, EIN 91-1351110, 1100 Ninth Avenue, Seattle, WA 98101. Non-electing member. 0 Lobbying Expenditures. Excess Lobbying Expenditures 0 |
| II-A A continued | Virginia Mason Institute, EIN 26-3763656, 1100 Ninth Avenue, Seattle, WA 98101. Non-electing member. 0 Lobbying Expenditures, 0 Excess Lobbying Expenditures. |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Incl Escrow Custodial Acct Liab | false | InclEscrowCustodialAcctLiabInd |
| 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 | $756,906 | OtherCostOrOtherBasisAmt |
| Book Value | $756,906 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $52,355,544 | OtherCostOrOtherBasisAmt |
| Depreciation | $32,903,351 | DepreciationAmt |
| Book Value | $19,452,193 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $215,595 | OtherCostOrOtherBasisAmt |
| Depreciation | $201,545 | DepreciationAmt |
| Book Value | $14,050 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $24,787,821 | OtherCostOrOtherBasisAmt |
| Depreciation | $21,485,971 | DepreciationAmt |
| Book Value | $3,301,850 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,227,249 | OtherCostOrOtherBasisAmt |
| Book Value | $2,227,249 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $25,752,248 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Financial derivatives and other financial products | ||
| Closely-held equity interests | ||
| Interest in Net Assets of Virginia Mason Health System | $33,972,375 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $33,972,375 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Federal income taxes | |
| Lease liability Relates to Right-of-Use Asset | $2,400,964 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,400,964 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $71,106,272 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $3,372,513 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $3,372,513 | RevenueNotReportedAmt |
| Revenue Subtotal | $67,733,759 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $67,733,759 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $71,349,522 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $71,349,522 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $71,349,522 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | X 1 | FormAndLineReferenceDesc |
| Explanation | In accordance with ASC topic 842 Leases, the Research Institute adopted the new standard and recorded lease liabilities over lease terms between 3 and 10 years. The leases are primarily for real estate, including off-campus outpatient facilities, medical office buildings, and corporate and administrative offices. | ExplanationTxt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (5 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|
| Europe Including Iceland and Greenland | Conferences | Medical Research | $1,720 |
| East Asia and the Pacific | Conferences | Medical Research | $1,008 |
| North America | Conferences | Medical Research | $556 |
| Europe Including Iceland and Greenland | Grant | Medical Research | $1,881,083 |
| East Asia and the Pacific | Grant | Medical Research | $423,727 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $2,308,094 | SubtotalSpentAmt |
| Total Spent | $2,308,094 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (10 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|
| Europe Including Iceland and Greenland | Medical Research | $185,102 | Wire Transfer |
| Europe Including Iceland and Greenland | Medical Research | $6,000 | Wire Transfer |
| Europe Including Iceland and Greenland | Medical Research | $762,187 | Wire Transfer |
| Europe Including Iceland and Greenland | Medical Research | $706,340 | Wire Transfer |
| Europe Including Iceland and Greenland | Medical Research | $33,724 | Wire Transfer |
| Europe Including Iceland and Greenland | Medical Research | $187,730 | Wire Transfer |
| East Asia and the Pacific | Medical Research | $2,473 | Wire Transfer |
| East Asia and the Pacific | Medical Research | $370,768 | Wire Transfer |
| East Asia and the Pacific | Medical Research | $5,057 | Wire Transfer |
| East Asia and the Pacific | Medical Research | $45,429 | Wire Transfer |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Org | 10 | TotalOtherOrgCnt |
| 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 (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I Line 2 | Sub-recipient Monitoring Policy - medical research sub awards - BRI has formal policies and procedures to assure full compliance with applicable policies and laws governing federal grants. The Sub-recipient Monitoring Policy provides assurance that sub-recipients comply with federal grant regulations. This policy sets the criteria to establish eligibility of sub-recipients to provide annual audited financial reports and the annual OMB single audit report that identify compliance with federal laws and regulations. The reports are analyzed with emphasis on auditors assessment of sub-recipient internal controls and a standardized risk assessment is presented to management on each sub-recipient. A Management Letter is issued to each sub-recipient showing any findings on their OMB single audit report, and measurements are set for increased monitoring when an elevated level of risk is established. Management has communicated with an educated administrative staff regarding implementation of this policy. The Director of Grants and Contracts is responsible for monitoring sub-recipient adherence to financial regulations. The principal investigator is responsible for overseeing the satisfactory performance of the sub-award to ensure that goals are achieved. If there are unusual or unforeseen items, these will be investigated. |
| Part I Line 3f | The expenditures were actual expenses incurred in the region based on individual expense reports and tracking of expenditures by grant or department on the accrual basis of accounting. |
| Part II Line 1 | The expenditures were expenses incurred in the region based on award goals on the accrual basis of accounting. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (55 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Ann Robert H Lurie Childrens Hospital of Chicago | |||||||
| 225 East Chicago Ave Box 271 | Chicago | IL | 606112605 | 362170833 | 501c3 | $12,948 | Medical Research |
| Baylor Research Institute | |||||||
| BoA Lockbox 846275 1950 N Stemmons | Dallas | TX | 75207 | 751921898 | 501c3 | $6,337 | Medical Research |
| Brigham and Womens Hospital | |||||||
| Bank of America NAPO Box 3887 | Boston | MA | 022413887 | 042312909 | 501c3 | $167,434 | Medical Research |
| Seattle Childrens Hospital | |||||||
| PO Box 24728 | Seattle | WA | 981240728 | 910564748 | 501c3 | $684,157 | Medical Research |
| Univ of Minnesota Regents | |||||||
| NW 5957PO BOX 1450 | Minneapolis | MN | 554855957 | 416007513 | Minnesota | $14,447 | Medical Research |
| University of California San Francisco | |||||||
| UCSF Main DepositoryPO Box 748872 | Los Angeles | CA | 900744872 | 946036493 | 501c3 | $6,581,089 | Medical Research |
| Childrens Hospital of Philadelphia | |||||||
| PO Box 8550Lockbox 1457 | Phliladelphia | PA | 191781457 | 231352166 | 501c3 | $16,382 | Medical Research |
| Childrens Mercy Hospital | |||||||
| 2401 Gillham Road | Kansas City | MO | 64101 | 440605373 | 501c3 | $9,473 | Medical Research |
| The Cleveland Clinic Foundation | |||||||
| PO Box 931562 | Cleveland | OH | 44193 | 340714585 | 501c3 | $100,992 | Medical Research |
| Columbia University Trustees of | |||||||
| PO Box 29789General Post Office | New York | NY | 100879789 | 135598093 | 501c3 | $28,515 | Medical Research |
| Dana Farber Cancer Institute Inc | |||||||
| Attn Research AccountingMail Stop B | Boston | MA | 02215 | 042263040 | 501c3 | $121,292 | Medical Research |
| Duke University | |||||||
| Box 3709Cell Biology | Durham | NC | 27710 | 560532129 | 501c3 | $914,192 | Medical Research |
| Dynavax Technologies Corporation | |||||||
| 2100 Powell St Ste 900 | Emeryville | CA | 946081844 | 330728374 | $259,600 | Medical Research | |
| Emory University | |||||||
| PO Box 935084 | Atlanta | GA | 311935084 | 580566256 | 501c3 | $397,015 | Medical Research |
| Feinstein Institute for Medical Research | |||||||
| 350 Community Drive | Manhasset | NY | 11030 | 112673595 | 501c3 | $339,969 | Medical Research |
| Fred Hutchinson Cancer Research Center | |||||||
| 1100 Fairview Ave N J6-330PO Box 19 | Seattle | WA | 981091024 | 237156071 | 501c3 | $258,874 | Medical Research |
| Hospital for Special Surgery | |||||||
| 535 East 70th Street | New York | NY | 10021 | 131624135 | 501c3 | $64,904 | Medical Research |
| Icahn School of Medicine at Mount Sinai | |||||||
| One Gustave L Levy Place Box 3500Of | New York | NY | 100296574 | 136171197 | 501c3 | $2,330,110 | Medical Research |
| Indiana University | |||||||
| Dept 78867PO Box 78000 | Detroit | MI | 482780867 | 356001673 | 501c3 | $119,451 | Medical Research |
| Johns Hopkins University | |||||||
| Central Lockbox co B of A12529 Coll | Chicago | IL | 60693 | 520595110 | 501c3 | $649,276 | Medical Research |
| Jonathan Corren MD Inc | |||||||
| 10780 Santa Monica Blvd 280Allergy | Los Angeles | CA | 90025 | 462346264 | 501c3 | $12,417 | Medical Research |
| Joslin Diabetes Center | |||||||
| ATTN Fiscal ServicesOne Joslin Plac | Boston | MA | 022155306 | 042203836 | 501c3 | $53,798 | Medical Research |
| Massachusetts General Hospital | |||||||
| 55 Fruit StreetResearch Management | Boston | MA | 02114 | 042697983 | 501c3 | $5,092,917 | Medical Research |
| Mayo Clinic Jacksonville | |||||||
| 4500 San Pablo Road | Jacksonville | FL | 32224 | 593337028 | 501c3 | $30,000 | Medical Research |
| Medical College of Wisconsin | |||||||
| Accounts ReceivablePO Box 26509 | Milwaukee | WI | 532260509 | 390806261 | 501c3 | $72,537 | Medical Research |
| National Jewish Health | |||||||
| 1400 Jackson Street M216 | Denver | CO | 80206 | 742044647 | 501c3 | $200,178 | Medical Research |
| Northwestern University | |||||||
| 633 Clark Room G547ATTN ASRSP | Evanston | IL | 60208 | 362167817 | 501c3 | $56,243 | Medical Research |
| Ohio State University | |||||||
| Office of Sponsored Programs1960 Ke | Columbus | OH | 43210 | 316025986 | 501c3 | $34,515 | Medical Research |
| Oregon Health and Science University | |||||||
| 3181 SW Sam Jackson Park Rd | Portland | OR | 972393011 | 931176109 | Oregon | $39,040 | Medical Research |
| Polyclinic | |||||||
| 1145 BroadwayAttn Accounts Receivab | Seattle | WA | 98122 | 910369070 | 501c3 | $25,505 | Medical Research |
| Providence Health & Services WA | |||||||
| 101 W 8th Avenue | Spokane | WA | 992042307 | 364640211 | 501c3 | $21,945 | Medical Research |
| Rockefeller University | |||||||
| 1230 York Ave Box 259Financial Post | New York | NY | 100656399 | 131624158 | 501c3 | $74,180 | Medical Research |
| Rutgers the State University of New Jersey | |||||||
| Grant and Contract Accounting33 Kni | Piscataway | NJ | 08854 | 226001086 | 501c3 | $132,541 | Medical Research |
| Sanford Research | |||||||
| 2301 E 60th St NAttn Clinical Resea | Sioux Falls | SD | 57104 | 460450378 | 501c3 | $60,080 | Medical Research |
| San Diego Biomedical Research Institute | |||||||
| 10865 Road to the Cure Suite 100 | San Diego | CA | 92121 | 463481092 | 501c3 | $11,217 | Medical Research |
| Stanford University | |||||||
| PO Box 44253 | San Francisco | CA | 941444253 | 941156365 | 501c3 | $136,357 | Medical Research |
| State University of Iowa | |||||||
| Attn Grant Accounting Office201 S C | Iowa City | IA | 522424034 | 426004813 | 501c3 | $34,442 | Medical Research |
| St Jude Childrens Research Hospital Inc | |||||||
| PO Box 1000 Dept 949 | Memphis | TN | 381480949 | 620646012 | 501c3 | $63,024 | Medical Research |
| University of WA Grants | |||||||
| 12455 Collections Drive | Chicago | IL | 606930001 | 916001537 | Washington | $782,342 | Medical Research |
| Univ of Texas SW Med Ctr | |||||||
| Grants ManagementPO Box 841765 | Dallas | TX | 752841765 | 756002868 | Texas | $18,126 | Medical Research |
| University of Colorado-Denver | |||||||
| PO Box 910238 | Denver | CO | 802910238 | 846000555 | 501c3 | $168,545 | Medical Research |
| University of Pennsylvania | |||||||
| PO Box 785541 | Philadelphia | PA | 171785541 | 231352685 | 501c3 | $162,965 | Medical Research |
| University of Texas Southwestern Medical Center | |||||||
| 5323 Harry Hines Boulevard | Dallas | TX | 75390 | 756002868 | Texas | $213,752 | Medical Research |
| University of Michigan | |||||||
| Box 223131 | Pittsburgh | PA | 152512131 | 386006309 | 501c3 | $136,207 | Medical Research |
| University of North Carolina at Chapel Hill | |||||||
| PO Box 402420Bank of America Lockbo | Atlanta | GA | 303842420 | 566001393 | 501c3 | $46,614 | Medical Research |
| University of Washington | |||||||
| Box 94224 | Seattle | WA | 981246524 | 916001537 | Washington | $431,777 | Medical Research |
| University of Pittsburgh | |||||||
| ATTN XXX-XX-XXXX Ross Street | Pittsburgh | PA | 152620001 | 250965591 | 501c3 | $120,192 | Medical Research |
| University of Michigan Regents of the | |||||||
| Box 223131SSC Accounts Receivable | Pittsburgh | PA | 152512131 | 386006309 | Michigan | $36,806 | Medical Research |
| University of Alabama at Birmingham | |||||||
| 1720 2nd Ave SouthAB 990 | Birmingham | AL | 35294 | 636005396 | 501c3 | $40,385 | Medical Research |
| University Of Texas Health Science Center Houston | |||||||
| 7000 Fannin St | Houston | TX | 770305400 | 741761309 | Texas | $7,507 | Medical Research |
| University of Massachusetts Worcester | |||||||
| 55 Lake Avenue North | Worcester | MA | 016550002 | 043167352 | Massachusetts | $39,161 | Medical Research |
| University of Texas at Austin | |||||||
| 110 Inner Campus Dr Stop K5300 | Austin | TX | 78712 | 746000203 | Texas | $12,428 | Medical Research |
| Vanderbilt University | |||||||
| VUMC Financial ManagementDept 1236 | Dallas | TX | 753121236 | 620476822 | 501c3 | $85,380 | Medical Research |
| Virginia Commonwealth University | |||||||
| Grants Contracts 800 E Leigh St 310 | Richmond | VA | 23284 | 546001758 | 501c3 | $49,403 | Medical Research |
| Yale University | |||||||
| Grant and Contract Financial Admini | New Haven | CT | 065081873 | 080648973 | 501c3 | $125,434 | Medical Research |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 54 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I Line 2 | FormAndLineReferenceDesc |
| Explanation | Sub-recipient Monitoring Policy - medical research sub awards - BRI has formal policies and procedures to assure full compliance with applicable policies and laws governing federal grants. The Sub-recipient Monitoring Policy provides assurance that sub-recipients comply with federal grant regulations. This policy sets the criteria to establish eligibility of sub-recipients to provide annual audited financial reports and the annual OMB single audit report that identify compliance with federal laws and regulations. The reports are analyzed with emphasis on auditors assessment of sub-recipient internal controls and a standardized risk assessment is presented to management on each sub-recipient. A Management Letter is issued to each sub-recipient showing any findings on their OMB single audit report, and measurements are set for increased monitoring when an elevated level of risk is established. Management has communicated with an educated administrative staff regarding implementation of this policy. The Director of Grants and Contracts is responsible for monitoring sub-recipient adherence to financial regulations. The principal investigator is responsible for overseeing the satisfactory performance of the sub-award to ensure that goals are achieved. If there are unusual or unforeseen items, these will be investigated. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | 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 | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (13 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Michael Labosier | |||||||||||
| Chief Financial Officer | $200,783 | $26,000 | $6,612 | $233,395 | |||||||
| Carla Greenbaum | |||||||||||
| Director | $231,145 | $26,000 | $6,562 | $263,707 | |||||||
| Margaret McCormick PhD | |||||||||||
| Executive Director Chief Operating Officer | $200,681 | $25,000 | $6,600 | $340,040 | $107,759 | ||||||
| Steven Ziegler PhD | |||||||||||
| Director of Academic Affairs | $241,678 | $18,420 | $5,112 | $265,210 | |||||||
| William Kowk PhD | |||||||||||
| Research Member | $251,185 | $26,000 | $3,600 | $280,785 | |||||||
| Gerald Nepom MD PhD | |||||||||||
| Program Director, ITN | $164,068 | $24,000 | $3,444 | $191,512 | |||||||
| Gary Kaplan MD | |||||||||||
| Director | $1,050,765 | $499,150 | $281,948 | $52,358 | $33,652 | $1,917,873 | |||||
| David Aboulafia MD | |||||||||||
| Director | $589,367 | $286 | $1,188 | $20,042 | $33,503 | $644,386 | |||||
| Joyce Lammert MD PhD | |||||||||||
| Director | $265,392 | $29,758 | $31,806 | $13,751 | $18,047 | $358,754 | |||||
| Jane Buckner MD | |||||||||||
| Ex Officio, President | $356,372 | $26,000 | $1,200 | $569,322 | $185,750 | ||||||
| Daniel Campbell PhD | |||||||||||
| Center Director of Discovery Science | $201,917 | $13,404 | $5,360 | $220,681 | |||||||
| Bolong Cao | |||||||||||
| Business Development Director, Business Development | $192,045 | $26,000 | $4,474 | $222,519 | |||||||
| Philip Bernstein | |||||||||||
| Research Member | $192,321 | $25,000 | $972 | $218,293 | |||||||
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I Line 1a | Social club dues are provided to one member of the senior leadership team who use the club memberships for business purposes. These payments are treated as non-taxable. |
| Part I Line 3 | Benaroya Research Institute at Virginia Mason BRI delegates to Virginia Mason Health Systems its parent and sole member Board Compensation and Benefits Committee, a committee composed of independent Health System Board members to whom the BRI Board has delegated the authority to approve all compensation and benefits for the executive leaders of BRI. To ensure that such benefit plans are market competitive and reasonable, the Committee receives support and advice, including appropriate market comparability data from an independent compensation consultant with expertise in the health care industry and access to relevant market data. See Schedule O for additional disclosure. |
| Part I Line 4b | The Virginia Mason Medical Center has a Supplemental Executive Retirement Plan SERP in which certain BRI Executives participate. The SERP is a 457 f nonqualified deferred compensation plan pursuant to which plan benefits are subject to a substantial risk of forfeiture, entered into in connection with certain senior executives joining the Medical Center. The plan was approved by the Boards Compensation and Benefits Committee, a committee composed of independent board members to whom the Board delegates the authority to approve compensation and benefits to the Medical Centers most senior executives. The Committee receives advice from an independent compensation consultant to ensure that compensation and benefits, including the SERP, are market competitive and reasonable. Supplemental Executive Retirement Plans such as this are customary for senior executives in the health care industry. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| WA Econ Devel Fin Auth-2019 Series A | ||||||||
| A | 911493002 | 000000000 | 2019-02-26 | $25,716,490 | See Part VI | false | Yes (true) | false |
| WA Econ Devel Fin Auth-2019 Series B | ||||||||
| B | 911493002 | 000000000 | 2019-02-26 | $6,000,000 | See Part VI | false | Yes (true) | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Capital ExpendituresCapitalExpendituresAmt |
|---|---|---|---|---|---|---|---|---|
| A | $1,120,194 | $25,716,490 | $25,716,490 | Yes (true) | false | Yes (true) | Yes (true) | |
| B | $6,000,000 | $1,998,571 | Yes (true) | false | Yes (true) | Yes (true) | $4,001,429 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | Yes (true) | Yes (true) | 0.04250 | 0.04250 | false | false | Yes (true) |
| B | false | false | false | Yes (true) | Yes (true) | 0.04250 | 0.04250 | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|
| A | false | Yes (true) | Yes (true) | false | false | false | Yes (true) |
| B | false | Yes (true) | Yes (true) | false | false | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I Line A Column F | Purposes To currently refund WEDFA Series 2012 B bonds issued 06/01/2012, and WEDFA Series 2016 bonds issued on 06/01/2016. |
| Part I Line B Column F | Purposes To fund research facility improvements and equipment purchases on a draw-down basis over a three-year period ending in 2022. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (16 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 1 | Benaroya Research Institute at Virginia Mason BRI is one of the few research institutes in the world devoted to finding causes and cures for autoimmune disease and other diseases of the immune system including type 1 diabetes, multiple sclerosis, rheumatoid arthritis, lupus, inflammatory bowel disease, cancers, allergies and infectious diseases. BRI is affiliated with the Virginia Mason Health System, which provides governance oversight, and development support through the Virginia Mason Foundation. BRIs bold mission is to predict, prevent, reverse and cure diseases of the immune system to achieve our vision of a healthy immune system for everyone. BRI is led by President Jane H. Buckner, MD, and Executive Director/COO Margaret McCormick, PhD. Discoveries at BRI are accelerated by our talented researchers, collaborative culture and application of new technologies and data analytics in a quest to understand what can cause the immune system to fall out of balance and what we can do to restore it to health. To that end, scientific activities are organized into four Centers of Discovery, a model that allows for knowledge sharing and for each Center and core lab to build on discoveries from individual labs 1 Fundamental Immunology, directed by Daniel Campbell, PhD 2 Translational Immunology, directed by Karen Cerosaletti, PhD 3 Interventional Immunology, directed by Carla Greenbaum, MD and 4 Systems Immunology, directed by Peter Linsley, PhD. In 2020 we recruited and integrated three new investigators into our institute Hamid Balouri, PhD, and John Ray, PhD into the Center for Systems Immunology and Carmen Mikacenic, MD, into the Center for Translational Immunology. In the year 2020, our vision of achieving a healthy immune system for every person took on a new urgency as we pivoted our expertise and research skills to help solve the mysteries of COVID-19. With our clinical research expertise and the help of many volunteers, we served as a trial site for testing the Pfizer vaccine for COVID -19 as well as a trial site for the drug remdesivir. We were also able to complete volunteer enrollment and push forward our Sound Life Project to help us understand what constitutes a healthy immune system and what causes it to move from health to disease. Through remote work, in the labs with strict COVID safety protocols, and in partnership with personnel and patients at Virginia Mason, we kept our momentum of research making progress against everything from devastating viruses to Crohns disease to type 1 diabetes. |
| Form 990, Part III, Line 1 continued | Donor and NIH support of COVID Disease and Immune Response. For expertise in immunology research key to understanding symptoms caused by COVID-19, BRI received more than 5.8 million dollars from the National Institutes of Health NIH to fund studies involving lung tissue and COVID, immune response to the virus, and the phenomenon of cytokine storm. This funding would not have been possible without the support and confidence of our donors in giving more than 365,000 in seed money for initial research, enabling us to obtain larger government grants. Discoveries from BRI helped identify a new cellular protection pathway that targets a vulnerability common to several different pandemic viruses. Principal investigator Adam Lacy-Hulbert, PhD, was lead author on a study showing that this pathway can protect cells from infection by Ebola virus and coronaviruses, such as SARS-CoV-2. Published in Science, the findings provided a better understanding of cellular mechanisms involved in viral resistance to inform future treatments and therapies for infectious diseases. The research illuminated a completely new role for the two genes identified and a unique approach to inhibiting virus fusion and entry into human cells - bringing us one step closer to the next generation of antiviral therapies. A team collaboration with the University of Washington yielded evidence that mild cases of COVID-19 may trigger long-term immunity from the virus. The researchers, including Dan Campbell, PhD and Jessica Hamerman, PhD, performed an analysis of SARS-CoV-2 specific immune responses at one and three months following the onset of symptoms in patients who had recovered from mild COVID-19. Most of the participants developed antibodies, B and T cells that remained present for at least three months it appeared the recovered patients had formed virus-specific memory cells showing signs of antiviral immunity. |
| Form 990, Part III, Line 4 | One unique quality of BRI is the close integration of three types of medical research - laboratory research, translational research, and clinical research - to improve lives. Our scientists collaborate to explore basic science as well as clinical applications, which is the best way to design studies with the highest potential for success. At BRI, discovery starts in the laboratory but is driven by patient issues addressed in the clinic. |
| Form 990, Part III, Line 4a | 2020 advancements of the Immune Tolerance Network are highlighted as follows Funding for the Immune Tolerance Network ITN was awarded to BRIs Dr. Jerry Nepom in 2014 from the National Institute of Allergy and Infectious Disease NIAID of the National Institutes of Health NIH. The 7-year award, totaling 27 million annually support the ITN, a research consortium established in 1999 with a primary focus on the development of new tolerogenic approaches for the treatment and prevention of disease in three clinical areas asthma and allergic diseases autoimmune diseases and immune-mediated rejection of transplanted solid organs, tissues and cells. As the Prime recipient of this grant, BRI is responsible for the management of the overall grant from NIAID including oversight of all aspects of the Networks infrastructure. The major activities in 2020 were diverse, but continued to center on preserving the ITNs cohesive project focused environment and its framework which has proven so successful in the management of a large cooperative agreement grant. Key outcomes in 2020 include the following 1 Grant Renewal The ITN was notified in late 2020 that the ITN grant renewal had been awarded to Dr. Jerry Nepom at the Benaroya ReZsearch Institute. This is a 7-year, 189M award starting in 2021. 2 Cross Network Integration The COVID 19 pandemic in 2020 presented a temporary shift in ITN priorities as personnel spread across the ITNs three main operational sites moved to a work from home WFH model. This shift was largely seamless due to past focus on careful planning and emphasis on collaboration across the ITNs major centers, located in Seattle, San Francisco and Bethesda. No changes to existing network integration were needed as the current model continued to successfully support the overall ITN program. Establishing new relationships and vital connections within the research community continued to be an ITN goal. 3 Operations and Clinical Trial Support The ITN program team at BRI issued 211 sub-awards in 2020 in support of 22 active ITN clinical trials and numerous supporting ITN mechanistic trials. 4 Supplemental Funding / Partnerships ITN central administration continued to focus on identifying additional opportunities for supplemental funding and/or funding partnerships. In 2020, the ITN received supplemental funding as the contracting component for several NIAID sponsored COVID-19 clinical trials. a Supplemental Funding Opportunities The ITN Program Team at BRI submitted four supplemental funding requests in 2020. these requests were awarded, bringing in an additional 5.9M in funding to the ITN BRI. b Partnerships. The ITN continued its relationship with two pharmaceutical partners for partial funding on two ongoing ITN studies. NIAID is the clinical sponsor on both of these trials. 5 Publication Activity In 2020, 31 ITN publications were published in prestigious research journals and were presented at domestic and international research conferences. These publications represented ITN research in all therapeutic focus areas of the ITN Type 1 Diabetes, Transplant, Autoimmune disease and Allergy and Asthma. |
| Form 990, Part III, Line 4a continued | BRIs advances in Interventional Immunology research are highlighted as follows 1 Testing a vaccine for COVID-19. BRI served as one of about 150 Pfizer COVID-19 vaccine testing sites across six countries and 39 states. First, researchers opened enrollment for the trial and spread the word that they were looking for volunteers to participate in the study. Some participants received the vaccine, and others received a placebo. Frontline workers, several Virginia Mason ER doctors, and physicians from other local hospitals were among the volunteers. Led by Carla Greenbaum, MD, the research team had only three weeks to give the first vaccine dose to more than 80 participants - while social distancing meant they could have only a few people at a time in the Clinical Research Center. To make it happen, the team mapped out detailed schedules and worked nights and weekends. At the end of each day, they entered data about potential COVID-19 illnesses and vaccine side effects, which were monitored closely by Pfizer. When enough data had been collected worldwide, Pfizer announced its safety and efficacy endpoints had been met, and the FDA independently reviewed the data to decide whether to authorize the vaccine for emergency use. In late 2020, the research team finally got word from Pfizer that the FDA had approved the vaccine for use during the pandemic emergency. 2 A Strategy to Prevent Celiac Disease in Children. A study involving BRI scientists found that introducing high doses of gluten into infants diets could prevent them from developing celiac disease. Results from the Enquiring About Tolerance EAT study, published in JAMA Pediatrics, suggest this discovery could prove an effective prevention strategy for the disease. The EAT study investigated effects of gluten - in the form of wheat-based cereal - along with breastfeeding from the age of four months. Researchers compared the results with those from infants who avoided allergenic foods and consumed only breast milk until the age of six months. The results showed that among babies who delayed gluten introduction, celiac disease at three years of age developed at higher rates than expected. In contrast, there were no cases of the disease among children who had received gluten from four months of age. Celiac disease is an autoimmune disease in which eating gluten causes the bodys immune system to attack its own tissues, causing a range of potentially severe symptoms in the gut and elsewhere. 3 Type One Diabetes Research. BRI is dedicated to seeking ways to eliminate type 1 diabetes by finding ways to predict the disease before clinical symptoms occur and to identify therapies that prevent, reverse and intervene in the disease at any stage. BRI is an international leader in type 1 diabetes research and has investigated it for more than 30 years, starting with identification of a genetic marker for the disease. |
| Form 990, Part III, Line 4a continued | Advancements in 2020 included the following 1 BRI supports Type 1 Diabetes TrialNet, a National Institutes of Health-funded clinical trial network for type 1 diabetes prevention and early treatment, serving as the TrialNet hub of 18 clinical centers worldwide working with more than 150 screening and clinical research sites. 2 Immunotherapy Can Delay T1D - Carla Greenbaum, MD, chair of TrialNet, furthered findings that immunotherapy can delay a type 1 diabetes diagnosis in people at high risk. Findings from TrialNets Teplizumab anti-CD3 Prevention Study drawing from multiple sites showed the drug that targets the immune system can delay type 1 diabetes a median of two years in children and adults at high risk. Samples collected in the original trial were then studied to help Dr. Greenbaum and others understand why some people respond to the drug better than others - and how its benefits may be extended. Dr. Greenbaum, who in 2020 directed BRIs Diabetes Research Program and served as principal investigator for its TrialNet clinical site, noted the findings and additional insights represent great news for millions with T1D, as well as relatives who are at a high risk for the disease. 3 The TrialNet Pathway to Prevention study screens relatives of people with type 1 diabetes to find out if these family members are at risk for developing diabetes. Relatives of people with type 1 diabetes are at 15 times greater risk of developing type 1 diabetes. Those who qualify have the opportunity to enroll in a prevention trial. Those with two or more autoantibodies are closely monitored for early detection of type 1 diabetes. Close monitoring of at-risk family members can reduce the chances of being diagnosed in diabetic ketoacidosis DKA, a potentially life-threatening complication. 4 As home to the JDRF Core for Clinical Assay Validation CAV, BRI plays an important role in identifying type 1 diabetes biomarkers and in helping outside researchers get the most accurate test results. The CAV is pinpointing key biomarkers, such as those indicating which patients will keep making insulin for years and which patients wont. The CAV also helps maintain quality control for a worldwide network of research labs by asking them to perform specific tests and reviewing their results. |
| Form 990, Part III, Line 4b | Translational Immunology research observations are made in the basic research lab, then quickly tested in the clinic with patients, with results brought back to the lab again in an expedient and systematic way. This type of research translates new methods to improve our ability to predict disease risk, prevent onset of disease, slow disease progression and improve safety and efficacy of treatments. At BRI, translational research addresses autoimmune and immune-mediated diseases. The BRI biorepository is a collection of blood, serum and tissue samples, as well as medical histories, from volunteers with and without diseases involving the immune system. BRI scientists and physician collaborators work together to study tissue, blood and serum samples along with the medical and demographic data. BRIs biorepository samples date back to 2000 and include multiple disease categories and a biorepository of healthy people for comparison purposes. Advancements in 2020 included the following 1 Sound Life Project - BRI completed volunteer enrollment for this study in which researchers are tracking healthy immune systems over time. Seattle-area adults in two age cohorts - 25-35 and 55-65 - are participating in this groundbreaking study to build a baseline of knowledge about the human immune system to understand disease. The goal is to lay the groundwork for better ways to diagnose, treat and prevent immune system diseases such as rheumatoid arthritis, type 1 diabetes and multiple sclerosis. Volunteers provide blood samples and health information through in-person visits and a phone app developed at BRI, allowing researchers to track their immune systems over the course of two years. The project is the initial phase of a research partnership with the Allen Institute for Immunology. BRI is providing detailed information about healthy immune systems to serve as a foundation for existing and future disease research programs. 2 Autoimmune Disease Research in the Down Syndrome Population. BRIs Bernard Khor, MD, PhD, and Virginia Mason pediatrician Rebecca Partridge, MD, continued their work leveraging a grant from the National Institutes of Health to build a Down syndrome DS biorepository to research the connection between DS and autoimmune disease. The collection includes blood, serum and tissue samples, as well as medical histories, from volunteers, people with DS and their relatives, with and without autoimmune diseases. The DS population has long been underrepresented in medical research, as nearly 50 percent of this population is living with at least one autoimmune disease. BRI is among the first to be awarded a grant dedicated to autoimmune disease in the DS population. 3 Type 1 Diabetes Fast Progressors and Prevention Strategies - Alice Long, PhD, and colleagues pursued their landmark discovery that is leading to new treatment strategies for type 1 diabetes T1D. In some people newly diagnosed with the disease, it progresses so quickly that their pancreas stops making insulin within a year. For others, the process is slower and this can make the disease easier to manage. The researchers discovery enables early identification of fast progressors to potentially match them with treatments to help them stay healthier for much longer. The researchers identified important differences between fast progressors and people whose disease progresses slowly. Dr. Longs team showed that slow progressors have higher levels of exhausted CD8 T cells - cells that are worn out from attacking the pancreas. The discovery could lead to a test that identifies how quickly individual patients will lose their ability to make insulin. Then, Dr. Long received additional funding to investigate why CD8 T cells become exhausted. For people with T1D, a therapy that would slow down or even stop attacker cells would prolong their ability to make insulin, which makes their lives much easier and significantly reduces their long-term health risks. Peter Linsley, PhD, led BRIs bioinformatics team in helping to analyze a vast amount of data from the cells. While researchers are typically only able to look at two or three aspects of each cell, Dr. Linsleys team used innovative technology to help Dr. Long and colleagues collect and analyze data on up to 30 aspects of each cell. 4 In 2020, BRI also received a 5.4 million contract award from the NIH to improve treatments for patients diagnosed with rheumatoid arthritis. |
| Form 990, Part III, Line 4c | 1 Fundamental Immunology The Center for Fundamental Immunology investigates the immune system to understand how it works in health and disease. At BRI, we employ a variety of methods to examine the immune system function at the genetic, molecular and cellular levels. These include developing novel model systems of autoimmune and inflammatory disease, used to determine how activities of the immune system are regulated and how regulatory mechanisms break down in autoimmunity, allergy, asthma and COVID-19. We also leverage samples from healthy subjects and patients with immune-mediated diseases to study immune system function and identify potential therapeutic targets. 2 Systems Immunology With the explosion of data from genome studies and molecular profiling technologies, huge amounts of biological information are now available. BRI scientists in this Center use complex systems theory and high throughput techniques as well as mathematical and computational tools to understand the functioning of the immune system in health and disease. |
| Form 990, Part III, Line 4d | BRI oversees the Clinical Research Program at Virginia Mason Medical Center, uniquely combining the expertise of a world-renowned medical research institute with the care of a healthcare quality leader. The Clinical Research Program supports Virginia Mason clinical investigators in studies across a wide variety of autoimmune and immune-mediated diseases and conditions, as well as a broad range of other diseases such as cancer and cardiac disease. The Clinical Research Program staff annually enrolls approximately 1500 study participants into Virginia Mason trials, but numbers were fewer in year 2020 due to the pandemic. 1 Testing a New MS Therapy - a research study at BRI and Virginia Mason is seeking to find out if an experimental oral drug, similar to a currently available MS medication, would be just as effective as the current one, but with fewer gastrointestinal side effects. In an earlier study, half the research participants took this experimental drug and half took the current drug. Participants who finished the five-week study then enrolled in a two-year study of the experimental drug. |
| Form 990, Part VI, Section A, Line 1a | The governing body delegates to an Executive Committee comprised of four officers of the Board and the Chairs of each standing Board Committee, the authority of the Board of Directors in the management of the corporation as may be deemed by the Executive Committee to be appropriate, to be exercised in time periods between regularly scheduled meetings of the Board of Directors provided that the Executive Committee has the authority to act only in time sensitive or emergency situations. The President and the Executive Director of the corporation serve as ex officio members of the Executive Committee without voting rights. The Executive Committee does not have the authority to amend, alter or repeal the bylaws elect, appoint or remove any member of such Executive Committee or any director or officer of the corporation amend the articles of incorporation adopt a plan of merger or adopt a plan of consolidation with another corporation authorize the sale, lease or exchange of all or substantially all of the property and assets of the corporation not in the ordinary course of business authorize the voluntary dissolution of the corporation or revoke proceedings therefore adopt a plan for the distribution of the assets of the corporation or amend, alter or repeal any resolution of the Board which by its terms provides that it shall not be amended, altered or repealed by such Executive Committee. The Executive Committee also serves as the planning committee for the Board of Directors and oversees any compliance issues raised by the Board of Directors. |
| Form 990, Part VI, Section A, Line 4 | Effective January 1, 2021 Franciscan Health System FHS, Virginia Mason Health System VMHS, and CommonSpirit HealthCommonSpirit, a member of FHS, completed the affiliation transaction the Affiliation contemplated by the Affiliation Agreement, dated as of December 31, 2020, pursuant to which, among other things, CommonSpirit formed Virginia Mason Franciscan Health, a Washington nonprofit corporation VMFH. After the effective date, CommonSpirit and VMHS are the sole corporate members of VMFH, which is a controlleld subsidiary of CommonSpirit and will be consolidated with CommonSpirit for accounting purposes. As a result of the Affiliation, VMFH now governs and manages the combined operations of FHS, Virginia Mason Medical Center VMMC Benaroya Research Institue BRI, and certain other affiliates of FHS and VMMC the Combined System, subject to certain VMHS protective reserved powers and other reserved powers held by CommonSpirit and VMFH is now the sole corporate member of both VMMC and BRI. |
| Form 990, Part VI, Section A, Line 6,7 | Virginia Mason Health System VMHS is the sole corporate member of Benaroya Research Institute at Virginia Mason BRI. VMHS as the sole voting member has the following approval rights a election or appointment of Directors and Officers of the Board of Directors b removal of Directors and Officers of the Board of Directors including any executive officer of the corporation c approval of all long-range and short-range plans proposed by the Board of Directors d approval of the annual capital and operating budgets proposed by the Board of Directors e approval of the borrowing of funds where the amount borrowed is in excess of Five Hundred Thousand Dollars 500,000 f approval of the sale, lease, exchange, mortgage, pledge or disposal of all or substantially all of the property and assets g approval of all amendments to or repeal of the Agreement Association or the Bylaws of the corporation h all other rights and powers as specified in the Washington Nonprofit Corporation Act. |
| Form 990, Part VI, Section B, Line 11b | The Form 990 tax return is reviewed by the BRI advisory Finance Committee and the BRI advisory Board prior to filing. The final Form 990 return is provided to each member of the advisory Board via electronic delivery. |
| Form 990, Part VI, Section B, Line 12c | The VMHS Governance Committee has been delegated accountability for oversight of the process for disclosure, evaluation and management of conflict of interest involving any member of the BRI Board of Directors, executive leadership or key employees Covered Person. Pursuant to the Conflict of Interest Policy, an annual conflict of interest questionnaire is distributed to all Covered Persons. In addition, a Covered Person has an on-going duty to disclose the existence of a conflict of interest at any time an actual or potential conflict arises. Each Covered Person is required upon appointment and annually thereafter to attest to a statement that affirms that such person has a received a copy of the Conflict of Interest Policy b has read and understands the Policy c has agreed to comply with the Policy and d understands that BRI is a charitable organization and that in order to maintain its federal tax exemption must engage in activities that accomplish its tax-exempt purposes. Written disclosures are reviewed by the Governance Committee to determine if an actual or potential conflict of interest exists and if so, how it should be managed. The Covered Person is informed in writing regarding the determination the Conflict of Interest Management Plan. No Covered Person with an actual or potential conflict of interest shall engage in an activity on BRIs behalf related to the disclosed actual or potential Conflict of Interest unless such activity is permitted by the Conflict of Interest Management Plan or until the Covered Person has undertaken all steps set forth in the Management Plan to manage, reduce or eliminate the conflict. All Covered Persons have a duty to disclose the existence of any actual or potential conflict of interest with respect to meeting agenda items. The Conflict of Interest Policy requires that copies of the Conflict of Interest Questionnaire be completed annually by each covered Person and any Conflict of Interest Management Plan be maintained. |
| Form 990, Part VI, Section B, Line 15 | The VMHS Compensation and Benefits Board Committee, a committee composed solely of independent directors none of whom have a conflict of interest, is accountable for setting reasonable total compensation packages for each executive, officer and key employee Executive consistent with BRIs compensation philosophy and principles. The Committee approves annual goals and performance criteria which are used in determining merit increases and variable compensation opportunities. The Committee assesses performance against these goals. The Committee selects and engages a qualified independent compensation consultant to review and analyze the total compensation and benefits packages of the Executives. The Committee as part of its analysis obtains from the compensation consultant appropriate comparability data including total compensation paid by similarly situated organizations for positions that are functionally comparable to each of the Executives. The Committee will consider the significant terms of the agreement with each Executive including the total compensation to be paid and the employees duties and responsibilities. Consistent with the compensation philosophy and principles, the Committee approves total compensation packages for each of the Executives based on information presented to the Committee, reasonableness and the best interest of BRI. The Committees decisions regarding compensation for each Executive are documented in written resolutions and minutes of the Committee. The Committee promptly reports its actions to the VMHS board which reports are reflected in the Boards minutes. The individual positions who were reviewed in 2020 were Jane Buckner, BRI President and Director, Carla Greenbaum, BRI Director, Steven Ziegler, Director, Academic Affairs, Michael Labosier, Chief Financial Officer, and Margaret McCormick, Executive Director and Chief Operating Officer. |
| Form 990, Part VI, Section C, Line 19 | The organizations Articles, Bylaws, Conflict of Interest Policy and financial statements are made available upon request. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Virginia Mason Health System | |||||||||||
| 1100 Ninth Avenue | Seattle | WA | 98101 | 911351110 | Fundraising | WA | Sec 501c3 | 7 | N/A | false | |
| Virginia Mason Medical Center | |||||||||||
| 1100 Ninth Avenue | Seattle | WA | 98101 | 910565539 | Health Care | WA | Sec 501c3 | 3 | false | VMHS | |
| Virginia Mason Institute | |||||||||||
| 1100 Ninth Avenue | Seattle | WA | 98101 | 263763656 | Education | WA | Sec 501c3 | 9 | false | VMMC | |
| Yakima Valley Memorial Hospital Association | |||||||||||
| 2811 Tieton Drive | Yakima | WA | 98902 | 910567263 | Health Care | WA | Sec 501c3 | 3 | false | VMHS | |
| 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 | Yes (true) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Affiliated Group Schedule AffiliatedGroupSchedule
Affiliated Schedule AffiliatedScheduleGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Total Grassroots LobbyTotalGrassrootsLobbyAmt | Total Direct LobbyTotalDirectLobbyAmt | Total Lobby ExpenditureTotalLobbyExpenditureAmt | Other Exempt Purpose ExpendOtherExemptPurposeExpendAmt | Total Exempt Purpose ExpendTotalExemptPurposeExpendAmt | Lobby NontxLobbyNontxAmt | Grassroots NontxGrassrootsNontxAmt | Total Lobby Grssroot Mns NontxTotalLobbyGrssrootMnsNontxAmt | Tot Lbby Expend Mns Lobby NontxTotLbbyExpendMnsLobbyNontxAmt | Share Excess Lobby ExpendShareExcessLobbyExpendAmt | Electing OrganizationElectingOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Benaroya Research Institute at Virginia Mason | |||||||||||||||
| 1200 Ninth Avenue | Seattle | WA | 98101 | 910653422 | $0 | $0 | $0 | $71,349,522 | $71,349,522 | $57,878 | $14,470 | $0 | $0 | $0 | |
| Virginia Mason Medical Center | |||||||||||||||
| 1100 Ninth Avenue | Seattle | WA | 98101 | 910565539 | $129,023 | $80,424 | $209,447 | $1,140,696,406 | $1,140,905,853 | $925,495 | $231,373 | $0 | $0 | $0 | Yes (X) |
| Virginia Mason Institute | |||||||||||||||
| 1100 Ninth Avenue | Seattle | WA | 98101 | 263763656 | $0 | $0 | $0 | $3,869,715 | $3,869,715 | $3,139 | $785 | $0 | $0 | $0 | |
| Virginia Mason Health System | |||||||||||||||
| 1100 Ninth Avenue | Seattle | WA | 98101 | 911351110 | $0 | $0 | $0 | $16,626,427 | $16,626,427 | $13,487 | $3,372 | $0 | $0 | $0 | |