TRANSLATIONAL GENOMICS RESEARCH INSTITUTE: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- TRANSLATIONAL GENOMICS RESEARCH INSTITUTE (EIN 75-3065445)
- Tax period
- 2017-10-01 to 2018-09-30
- Filed
- 2019-08-15
- IRS object ID
- 201902279349300210
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-08-15T02:22:49-05:00 | ReturnTs |
| Tax Period End | 2018-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TWO NORTH CENTRAL AVE STE 2300 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 753065445 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Kevin Groff | InCareOfNm |
| Business Name Control | TRAN | BusinessNameControlTxt |
| Phone | 6023438400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 445 N 5TH STREET Suite 600 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85004 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MANUEL ESTRADA | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 6023438400 | PhoneNum |
| Signature | 2019-08-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Patrick Shields | PreparerPersonNm |
| PTIN | P01508556 | PTIN |
| Phone | 6023223000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 70.162.82.4 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 86597020192275000001 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-08-15 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | CC069D8BE90350A9B9CF3129E95BF97A241EA1E6 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JEFFREY M TRENT PHD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 445 N 5TH STREET suite 600 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $65,051,107 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.TGEN.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2002 | FormationYr |
| Legal Domicile State | AZ | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 298 | TotalEmployeeCnt |
| Total Volunteers | 62 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $4,411 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $17,588,654 | PYContributionsGrantsAmt |
| CY Contributions Grants | $31,879,587 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $15,124,378 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $22,244,021 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$60,494 | PYInvestmentIncomeAmt |
| CY Investment Income | $317,929 | CYInvestmentIncomeAmt |
| PY Other Revenue | $506,816 | PYOtherRevenueAmt |
| CY Other Revenue | $3,202,383 | CYOtherRevenueAmt |
| PY Total Revenue | $33,159,354 | PYTotalRevenueAmt |
| CY Total Revenue | $57,643,920 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $17,085,788 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $26,788,086 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $27,052,486 | PYOtherExpensesAmt |
| CY Other Expenses | $30,467,447 | CYOtherExpensesAmt |
| PY Total Expenses | $44,138,274 | PYTotalExpensesAmt |
| CY Total Expenses | $57,255,533 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$10,978,920 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $388,387 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $94,504,558 | TotalAssetsBOYAmt |
| Total Assets EOY | $136,019,915 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $25,022,426 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $66,182,879 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $69,482,132 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $69,837,036 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $7,933,797 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $2,731,626 | RevenueAmt |
| Desc | INTEGRATED CANCER GENOMICS DIVISION - SEE SCHEDULE O | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $7,380,500 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $582,891 | RevenueAmt |
| Desc | NEUROGENOMICS DIVISION - SEE SCHEDULE O | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,168,280 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $231,452 | RevenueAmt |
| Desc | MOLECULAR MEDICINE DIVISION - SEE SCHEDULE O | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $12,787,738 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $18,834,896 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $33,270,315 | 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 | Yes (true) | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (true) | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (true) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 74 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 298 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 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 | AZ | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Kevin Groff | PersonNm |
| Phone | 6023438478 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 445 N 5TH STREET SUITE 600 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85004 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| Jeffry M Trent PhD | |||||||||
| BOARD MEMBER/PRES/SCIENCE DIR. | 39.0 | 1.0 | Yes (X) | Yes (X) | $0 | $1,019,398 | $50,386 | ||
| William J Post | |||||||||
| Board Member/Chairman | 1.0 | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Robert Stone | |||||||||
| BD & VICE CHRM/COH CEO & PRES | 1.0 | 59.0 | Yes (X) | Yes (X) | $0 | $2,281,400 | $433,116 | ||
| Richard L Boals | |||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Robert Bulla | |||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Bennett Dorrance | |||||||||
| Board Member | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| David J Gullen MD | |||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Sharon Harper | |||||||||
| Board Member (EFF 5/18) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Jeffrey Moorad | |||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Cindy Parseghian | |||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Terry Peets | |||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Marilyn Quayle | |||||||||
| Board Member (EFF 5/18) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Richard Silverman | |||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| The Honorable Greg Stanton | |||||||||
| Board Member (Thru 5/18) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Teresa Burleson | |||||||||
| Chief Operating Officer | 39.0 | 1.0 | Yes (X) | $526,688 | $0 | $21,374 | |||
| Manuel Estrada | |||||||||
| CFO/Assistant Treasurer | 39.0 | 1.0 | Yes (X) | $320,061 | $0 | $10,980 | |||
| James Lowey | |||||||||
| Chief Information Officer | 40.0 | 0.0 | Yes (X) | $280,920 | $0 | $1,608 | |||
| Stephanie McRae | |||||||||
| Asst. Secretary (EFF 10/17) | 40.0 | 0.0 | Yes (X) | $161,218 | $0 | $12,739 | |||
| Jennifer Parkhurst | |||||||||
| Treasurer/COH CFO (Eff 2/18) | 1.0 | 59.0 | Yes (X) | $0 | $0 | $0 | |||
| Gregory Schetina | |||||||||
| Secretary/ COH General Council | 1.0 | 59.0 | Yes (X) | $0 | $917,810 | $179,708 | |||
| Cornelis Van Den Berg | |||||||||
| Tre./COH Int. CFO (Thru 12/17) | 1.0 | 59.0 | Yes (X) | $0 | $783,535 | $66,476 | |||
| Michael Berens | |||||||||
| Deputy Director of Research | 40.0 | 0.0 | $400,868 | $0 | $16,557 | Yes (X) | |||
| Daniel Von Hoff | |||||||||
| Physician in Chief | 40.0 | 0.0 | $743,818 | $0 | $20,734 | Yes (X) | |||
| Timothy McDaniel | |||||||||
| Sr. VP of Emerg. Opportunities | 40.0 | 0.0 | $279,635 | $0 | $10,042 | Yes (X) | |||
| Sunil Sharma | |||||||||
| Deputy Dir of Clinic. Sciences | 40.0 | 0.0 | $188,209 | $0 | $3,010 | Yes (X) | |||
| Thomas Royce | |||||||||
| Ashion Executive Director | 40.0 | 0.0 | $321,113 | $0 | $7,566 | Yes (X) | |||
| David Cooper | |||||||||
| Ashion Medical Director | 40.0 | 0.0 | $282,244 | $0 | $432 | Yes (X) | |||
| Janine Lobello | |||||||||
| Ashion Clinic. Laboratory Dir. | 40.0 | 0.0 | $253,628 | $0 | $3,539 | Yes (X) | |||
| Michael Bittner | |||||||||
| Professor | 40.0 | 0.0 | $225,551 | $0 | $6,970 | Yes (X) | |||
| David Duggan | |||||||||
| Associate Professor | 40.0 | 0.0 | $223,686 | $0 | $12,982 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,207,639 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $5,002,143 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $858,219 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 56 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ASHION ANALYTICS LLC | |||||
| 445 N 5th Street | Phoenix | AZ | 85004 | LABORATORY SERVICES | $5,957,000 |
| ERNST YOUNG LLP | |||||
| 200 PLAZA DR | SECAUCUS | NJ | 07097 | ACCOUNTING SERVICES | $548,011 |
| TRANSLATIONAL DRUG DEVELOPMENT | |||||
| 13208 E SHEA BLVD 100 | SCOTTSDALE | AZ | 85259 | CONSULTING SERVICES | $257,913 |
| ASG GROUP LLC | |||||
| 30 POVERTY ROAD | SOUTHBURY | CT | 06488 | CONSULTING SERVICES | $225,000 |
| FIRSTSTRATEGIC | |||||
| 300 W CLARENDON AVE 460 | PHOENIX | AZ | 85013 | CONSULTING SERVICES | $216,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 9 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $17,683,964 | RelatedOrganizationsAmt |
| Government Grants | $10,379,125 | GovernmentGrantsAmt |
| All Other Contributions | $3,816,498 | AllOtherContributionsAmt |
| Noncash Contributions | $2,514,908 | NoncashContributionsAmt |
| Total Contributions | $31,879,587 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RESEARCH CONTRACTS | Desc |
| Business | 541711 | BusinessCd |
| Total Revenue Column | $22,244,021 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $22,244,021 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $22,244,021 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $181,542 | TotalRevenueColumnAmt |
| Exclusion | $181,542 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $3,997,867 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $6,609,472 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$2,611,605 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$2,611,605 | TotalRevenueColumnAmt |
| Exclusion | -$2,611,605 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $742,036 | SecuritiesAmt |
| Other | $192,066 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $665,034 | SecuritiesAmt |
| Other | $132,681 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $77,002 | SecuritiesAmt |
| Other | $59,385 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $136,387 | TotalRevenueColumnAmt |
| Exclusion | $136,387 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| LEASE MODIFICATION GAIN | 531120 | $5,677,144 | $0 | $5,677,144 |
| ALL OTHER REVENUE | 900099 | $136,844 | $136,844 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $5,813,988 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $57,643,920 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $22,380,865 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,383,468 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
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 | $3,774,089 | TotalAmt |
| Program Services | $1,526,927 | ProgramServicesAmt |
| Management And General | $2,247,162 | 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 | $19,311,724 | TotalAmt |
| Program Services | $10,427,566 | ProgramServicesAmt |
| Management And General | $8,884,158 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $689,317 | TotalAmt |
| Program Services | $356,948 | ProgramServicesAmt |
| Management And General | $332,369 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,611,871 | TotalAmt |
| Program Services | $834,673 | ProgramServicesAmt |
| Management And General | $777,198 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,401,085 | TotalAmt |
| Program Services | $725,522 | ProgramServicesAmt |
| Management And General | $675,563 | 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 | $467,232 | TotalAmt |
| Management And General | $467,232 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $328,847 | TotalAmt |
| Program Services | $7,516 | ProgramServicesAmt |
| Management And General | $321,331 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,200 | TotalAmt |
| Program Services | $97,200 | ProgramServicesAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
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 | $10,849,884 | TotalAmt |
| Program Services | $10,365,216 | ProgramServicesAmt |
| Management And General | $484,668 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $254,369 | TotalAmt |
| Program Services | $8,035 | ProgramServicesAmt |
| Management And General | $246,334 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,381,009 | TotalAmt |
| Program Services | $6,931,648 | ProgramServicesAmt |
| Management And General | $1,449,361 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,845,861 | TotalAmt |
| Program Services | $896,637 | ProgramServicesAmt |
| Management And General | $1,949,224 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $287,700 | TotalAmt |
| Program Services | $287,700 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $616,342 | TotalAmt |
| Program Services | $279,319 | ProgramServicesAmt |
| Management And General | $337,023 | 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 | $596,520 | TotalAmt |
| Program Services | $92,234 | ProgramServicesAmt |
| Management And General | $504,286 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,950 | TotalAmt |
| Program Services | $17,852 | ProgramServicesAmt |
| Management And General | $119,098 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,636,307 | TotalAmt |
| Program Services | $350,440 | ProgramServicesAmt |
| Management And General | $4,285,867 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $348,826 | TotalAmt |
| Program Services | $24,120 | ProgramServicesAmt |
| Management And General | $324,706 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|
| BAD DEBT EXPENSE | $222,524 | $222,524 | |
| RELOCATION | $138,188 | $118,138 | $20,050 |
| DUES & SUBSCRIPTIONS | $118,250 | $99,670 | $18,580 |
| RECRUITMENT | $38,331 | $36,199 | $2,132 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,107 | TotalAmt |
| Management And General | $103,107 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,255,533 | TotalAmt |
| Program Services | $33,270,315 | ProgramServicesAmt |
| Management And General | $23,985,218 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Joint Costs TotalJointCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,237,348 | BOYAmt |
| EOY | $8,456,670 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,605,946 | BOYAmt |
| EOY | $10,206,319 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,557,897 | BOYAmt |
| EOY | $5,268,723 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $475,316 | BOYAmt |
| EOY | $103,619 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $228,824 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,300,258 | BOYAmt |
| EOY | $1,636,119 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $63,084,743 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,886,767 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,953,897 | BOYAmt |
| EOY | $56,197,976 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,627,867 | BOYAmt |
| EOY | $1,627,867 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,168,288 | BOYAmt |
| EOY | $9,143,309 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,577,741 | BOYAmt |
| EOY | $43,150,489 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $94,504,558 | BOYAmt |
| EOY | $136,019,915 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,360,190 | BOYAmt |
| EOY | $10,223,096 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,309,191 | BOYAmt |
| EOY | $6,704,584 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $639,298 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,000 | BOYAmt |
| EOY | $50,000 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,107,869 | BOYAmt |
| EOY | $47,305,399 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,000 | BOYAmt |
| EOY | $50,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,145,176 | BOYAmt |
| EOY | $1,210,502 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,022,426 | BOYAmt |
| EOY | $66,182,879 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,409,681 | BOYAmt |
| EOY | $59,568,626 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,072,451 | BOYAmt |
| EOY | $10,268,410 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,482,132 | BOYAmt |
| EOY | $69,837,036 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $94,504,558 | BOYAmt |
| EOY | $136,019,915 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $388,387 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$33,483 | 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,937,701 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $21,230,401 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $67,494,504 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,588,654 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $31,879,587 | CurrentTaxYearAmt |
| Total | $154,130,847 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,937,701 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $21,230,401 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $67,494,504 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,588,654 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $31,879,587 | CurrentTaxYearAmt |
| Total | $154,130,847 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $17,626,191 | SubstantialContributorsTotAmt |
| Public Support Total170 | $136,504,656 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $154,921 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $138,143 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $143,205 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $109,024 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,179,409 | CurrentTaxYearAmt |
| Total | $4,724,702 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $5,677,144 | CurrentTaxYearAmt |
| Total | $5,677,144 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $164,532,693 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $90,474,188 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.82965 | PublicSupportCY170Pct |
| Public Support PY170 | 0.85082 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II | FormAndLineReferenceDesc |
| Explanation | THE COLUMNS IN SCHEDULE A, PART II CORRESPOND TO THE FOLLOWING PERIODS: COLUMN (E) 2017: 10/01/2017-09/30/2018 COLUMN (D) 2016: 01/01/2017-09/30/2017 (Short Period) COLUMN (C) 2015: 01/01/2016-12/31/2016 COLUMN (B) 2014: 01/01/2015-12/31/2015 COLUMN (A) 2013: 01/01/2014-12/31/2014 | ExplanationTxt |
Schedule B IRS990ScheduleB
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | false | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Media Advertisements | $0 | MediaAdvertisementsAmt |
| Mailings Members | false | MailingsMembersInd |
| Mailings Members | $0 | MailingsMembersAmt |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Publications Or Broadcast | $0 | PublicationsOrBroadcastAmt |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Grants Other Organizations | $0 | GrantsOtherOrganizationsAmt |
| Direct Contact Legislators | false | DirectContactLegislatorsInd |
| Direct Contact Legislators | $0 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Rallies Demonstrations | $0 | RalliesDemonstrationsAmt |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Other Activities | $97,200 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $97,200 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1i | FormAndLineReferenceDesc |
| Explanation | THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE (TGEN) USES A THIRD PARTY COMMUNICATIONS AND PUBLIC AFFAIRS FIRM TO COORDINATE LOBBYING EFFORTS ON BEHALF OF TGEN THROUGH COMMUNICATIONS TO LOCAL GOVERNMENT, LEGISLATIVE AND FEDERAL OFFICIALS AND COMMUNITY LEADERS ON TGEN ACTIVITIES. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| Agent Trustee Etc | false | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (true) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,355,690 | BeginningYearBalanceAmt |
| Contributions | $75,833 | ContributionsAmt |
| Investment Earnings Or Losses | $182,488 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $525,959 | OtherExpendituresAmt |
| End Year Balance | $5,088,052 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,258,044 | BeginningYearBalanceAmt |
| Contributions | $46,076 | ContributionsAmt |
| Investment Earnings Or Losses | $525,676 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,658 | GrantsOrScholarshipsAmt |
| Other Expenditures | $469,448 | OtherExpendituresAmt |
| End Year Balance | $5,355,690 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,384,983 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $374,012 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $500,951 | OtherExpendituresAmt |
| End Year Balance | $5,258,044 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,125,475 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$202,653 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $537,839 | OtherExpendituresAmt |
| End Year Balance | $5,384,983 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,554,040 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $100,627 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $529,192 | OtherExpendituresAmt |
| End Year Balance | $6,125,475 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.02710 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.97290 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (true) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (true) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,803,635 | OtherCostOrOtherBasisAmt |
| Book Value | $1,803,635 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $45,415,900 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,415,917 | DepreciationAmt |
| Book Value | $43,999,983 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,817,304 | OtherCostOrOtherBasisAmt |
| Depreciation | $750,938 | DepreciationAmt |
| Book Value | $2,066,366 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,400,575 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,381,312 | DepreciationAmt |
| Book Value | $7,019,263 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,647,329 | OtherCostOrOtherBasisAmt |
| Depreciation | $338,600 | DepreciationAmt |
| Book Value | $1,308,729 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $56,197,976 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DUE FROM CITY OF HOPE | $30,343,424 |
| DUE FROM TGEN FOUNDATION | $7,599,581 |
| IN-KIND DONATED ASSETS | $4,017,950 |
| INVESTMENT IN 457(B) PLAN | $1,189,534 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $43,150,489 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO EMPLOYEE 457(B) PLAN | $1,189,535 |
| DEFERRED RENT | $20,967 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,210,502 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PART IV, LINE 2b | CERTAIN TENANT RENTAL OVERPAYMENTS WERE TRANSFERRED IN THE OCTOBER 2017 BUILDING TRANSACTION WITH THE CITY OF PHOENIX. PER THE TENANT LEASES, AMOUNTS WILL BE PAID IN CASH AND CREDITS OVER A FOUR YEAR PERIOD. SCHEDULE D, PART V, LINE 4 TGEN'S POLICY FOR APPROPRIATING THE DISTRIBUTION OF ITS SUMMER INTERNSHIP PROGRAM ENDOWMENT HAS BEEN DESIGNED TO SUPPORT A SPECIFIC NUMBER OF SUMMER INTERNS EACH YEAR FOR 25 YEARS. THE INSTITUTE CONSIDERED THE LONG-TERM EXPECTED RETURN ON ITS ENDOWMENT. TGEN FOUNDATION CLASSIFIES AS PERMANENTLY RESTRICTED NET ASSETS (1) THE ORIGINAL VALUE OF THE GIFT DONATED TO THE PERMANENT ENDOWMENT, (2) THE ORIGINAL VALUE OF SUBSEQUENT GIFTS DONATED TO THE PERMANENT ENDOWMENT, AND (3) ACCUMULATIONS TO THE PERMANENT ENDOWMENT MADE IN ACCORDANCE WITH THE DIRECTION OF THE APPLICABLE DONOR GIFT INSTRUMENT. TGEN FOUNDATION HAS A TEMPORARILY RESTRICTED ASSET WHICH HAS BEEN DESIGNED TO SUPPORT A SUMMER INTERN EACH YEAR AT TGEN. TGEN FOUNDATION'S POLICY FOR APPROPRIATING THE DISTRIBUTION OF ITS SUMMER INTERNSHIP PROGRAM ENDOWMENT HAS BEEN DESIGNED TO SUPPORT A GRANT TO TGEN FOR AN INTERN EACH YEAR FOR 20 YEARS. THE FOUNDATION CONSIDERED THE LONG-TERM EXPECTED RETURN ON ITS ENDOWMENT. TGEN FOUNDATION HAS A RESTRICTED ASSET FOR THE ESTABLISHMENT OF AN ENDOWED CHAIR IN BRAIN CANCER RESEARCH. TGEN FOUNDATION ALSO HAS A RESTRICTED ASSET WHICH ALLOWS THEM TO USE ANY INVESTMENT INCOME FOR OPERATING Expenses. |
| SCHEDULE D, PART X, LINE 2 | TGEN AND THE FOUNDATION ARE EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE U.S. INTERNAL REVENUE CODE. TGEN AND THE FOUNDATION ARE EXEMPT FROM ARIZONA CORPORATE INCOME TAX UNDER SECTION 43-1201(A) OF THE ARIZONA REVISED STATUTES (A.R.S.) ACCORDINGLY, NO PROVISION FOR INCOME TAX IS INCLUDED IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. TGEN AND THE FOUNDATION HAVE NO SIGNIFICANT UNCERTAIN TAX POSITIONS OR TAX LIABILITY FOR TAX BENEFITS, INTEREST, OR PENALTIES ACCRUED AT SEPTEMBER 30, 2018. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|
| Europe (Including Iceland and Greenland) | Program Services | RESEARCH SERVICES | $84,084 |
| North America | Program Services | RESEARCH SERVICES | $29,703 |
| East Asia and the Pacific | Program Services | RESEARCH SERVICES | $7,762 |
| Sub-Saharan Africa | Program Services | RESEARCH SERVICES | $3,192 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $124,741 | SubtotalSpentAmt |
| Total Spent | $124,741 | TotalSpentAmt |
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE F, PART I, LINE 3, COLUMN (F) | FormAndLineReferenceDesc |
| Explanation | THE AMOUNTS REPORTED IN COLUMN (F) ARE DETERMINED BASED ON THE ACCRUAL METHOD OF ACCOUNTING. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (17 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Jeffry M Trent PhD | ||||||||||||||
| BOARD MEMBER/PRES/SCIENCE DIR. | $0 | $792,452 | $0 | $140,000 | $0 | $86,946 | $0 | $21,912 | $0 | $28,474 | $0 | $1,069,784 | $0 | $0 |
| Robert Stone | ||||||||||||||
| BD & VICE CHRM/COH CEO & PRES | $0 | $1,113,020 | $0 | $1,072,243 | $0 | $96,137 | $0 | $396,912 | $0 | $36,204 | $0 | $2,714,516 | $0 | $303,485 |
| Teresa Burleson | ||||||||||||||
| Chief Operating Officer | $436,926 | $0 | $88,520 | $0 | $1,242 | $0 | $12,500 | $0 | $8,874 | $0 | $548,062 | $0 | $0 | $0 |
| Manuel Estrada | ||||||||||||||
| CFO/Assistant Treasurer | $253,512 | $0 | $65,739 | $0 | $810 | $0 | $0 | $0 | $10,980 | $0 | $331,041 | $0 | $0 | $0 |
| James Lowey | ||||||||||||||
| Chief Information Officer | $223,947 | $0 | $56,255 | $0 | $718 | $0 | $0 | $0 | $1,608 | $0 | $282,528 | $0 | $0 | $0 |
| Stephanie McRae | ||||||||||||||
| Asst. Secretary (EFF 10/17) | $160,191 | $0 | $0 | $0 | $1,027 | $0 | $0 | $0 | $12,739 | $0 | $173,957 | $0 | $0 | $0 |
| Gregory Schetina | ||||||||||||||
| Secretary/ COH General Council | $0 | $498,809 | $0 | $375,833 | $0 | $43,168 | $0 | $137,678 | $0 | $42,030 | $0 | $1,097,518 | $0 | $84,113 |
| Cornelis Van Den Berg | ||||||||||||||
| Tre./COH Int. CFO (Thru 12/17) | $0 | $480,737 | $0 | $296,542 | $0 | $6,256 | $0 | $42,275 | $0 | $24,201 | $0 | $850,011 | $0 | $0 |
| Michael Berens | ||||||||||||||
| Deputy Director of Research | $344,650 | $0 | $52,654 | $0 | $3,564 | $0 | $8,333 | $0 | $8,224 | $0 | $417,425 | $0 | $0 | $0 |
| Daniel Von Hoff | ||||||||||||||
| Physician in Chief | $668,717 | $0 | $63,976 | $0 | $11,125 | $0 | $12,500 | $0 | $8,234 | $0 | $764,552 | $0 | $0 | $0 |
| Timothy McDaniel | ||||||||||||||
| Sr. VP of Emerg. Opportunities | $252,253 | $0 | $26,140 | $0 | $1,242 | $0 | $0 | $0 | $10,042 | $0 | $289,677 | $0 | $0 | $0 |
| Sunil Sharma | ||||||||||||||
| Deputy Dir of Clinic. Sciences | $137,898 | $0 | $50,000 | $0 | $311 | $0 | $0 | $0 | $3,010 | $0 | $191,219 | $0 | $0 | $0 |
| Thomas Royce | ||||||||||||||
| Ashion Executive Director | $235,250 | $0 | $85,258 | $0 | $605 | $0 | $0 | $0 | $7,566 | $0 | $328,679 | $0 | $0 | $0 |
| David Cooper | ||||||||||||||
| Ashion Medical Director | $243,318 | $0 | $20,000 | $0 | $18,926 | $0 | $0 | $0 | $432 | $0 | $282,676 | $0 | $0 | $0 |
| Janine Lobello | ||||||||||||||
| Ashion Clinic. Laboratory Dir. | $253,023 | $0 | $0 | $0 | $605 | $0 | $0 | $0 | $3,539 | $0 | $257,167 | $0 | $0 | $0 |
| Michael Bittner | ||||||||||||||
| Professor | $219,417 | $0 | $0 | $0 | $6,134 | $0 | $0 | $0 | $6,970 | $0 | $232,521 | $0 | $0 | $0 |
| David Duggan | ||||||||||||||
| Associate Professor | $222,529 | $0 | $0 | $0 | $1,157 | $0 | $0 | $0 | $12,982 | $0 | $236,668 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a | FIRST CLASS TRAVEL IS PERMITTED BY EXECUTIVE STAFF ONLY AND MUST BE PRE-APPROVED BY THE CHIEF OPERATING OFFICER. THESE EXPENSES WERE NOT CONSIDERED AS TAXABLE COMPENSATION TO THE RECIPIENT SINCE THEY WERE REIMBURSEMENTS FOR BUSINESS USE UNDER AN ACCOUNTABLE PLAN. SCHEDULE J, PART I, LINE 4B CITY OF HOPES PRESIDENT AND CEO, ROBERT STONE, PARTICIPATES IN THE CITY OF HOPES NON-QUALIFIED 457(F) EXECUTIVE SUPPLEMENTAL ACCUMULATION PLAN THAT IS DESIGNED AND MAINTAINED TO PROVIDE A SELECT GROUP OF MANAGEMENT OR HIGHLY COMPENSATED EMPLOYEES WITH DEFERRED COMPENSATION. THE PLAN VESTS AFTER THREE (3) FISCAL YEARS OF SERVICES AND THE VESTED TOTALS ARE INCLUDED IN SCHEDULE J, PART II, COLUMN B (III). PRIOR TO VESTING, THE ANNUAL AMOUNTS ARE INCLUDED IN SCHEDULE J, PART II, COLUMN C. PURSUANT TO THE PLAN DOCUMENTS, VESTED PARTICIPANTS ARE ENTITLED TO WITHDRAW FROM THEIR VESTED ACCOUNT AN AMOUNT EQUAL TO THE FEDERAL, STATE, LOCAL, AND FICA TAXES THEY OWE. THESE AMOUNTS ARE REMITTED TO THE APPROPRIATE TAXING AUTHORITIES ON BEHALF OF THE PARTICIPANTS. DURING THE CALENDAR YEAR ENDING DECEMBER 31, 2017, THE FOLLOWING INDIVIDUALS WITHDREW THE REFERENCED AMOUNTS TO COVER SUCH TAXES: ROBERT STONE $27,665 GREGORY SCHETINA $ 9,414 THESE AMOUNTS HAVE BEEN INCLUDED IN THE PARTICIPANTS INCOME ON SCHEDULE J, PART II, COLUMN B (III). Schedule J, Part I, Line 7 SOME OF TGENS OFFICERS, KEY EMPLOYEES AND 5-HIGHEST PAID INDIVIDUALS LISTED IN FORM 990, PART VII WERE PAID BONUSES WHICH WERE BASED ON ACCOMPLISHMENTS OF SPECIFIC MILESTONES AND/OR PERFORMANCE METRICS, AS APPROVED BY THE TGEN BOARD OF DIRECTORS. |
| SCHEDULE J, PART II | SOME OF TGENS OFFICERS AND KEY EMPLOYEES LISTED IN PART VII HAVE RETENTION AGREEMENTS THROUGH 2019 AND 2020. AMOUNTS ACCRUED BY TGEN DURING CALENDAR YEAR 2017 UNDER THESE AGREEMENTS HAVE BEEN REPORTED IN SCHEDULE J, PART II, COLUMN (C) AS DEFERRED COMPENSATION. |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BENNETT DORRANCE | PersonNm |
| Relationship With Org | BOARD MEMBER | RelationshipWithOrgTxt |
| Loan Purpose | SEE PART V | LoanPurposeTxt |
| Loan To Organization | Yes (X) | LoanToOrganizationInd |
| Original Principal | $50,000 | OriginalPrincipalAmt |
| Balance Due | $50,000 | BalanceDueAmt |
| Default | false | DefaultInd |
| Board Or Committee Approval | Yes (true) | BoardOrCommitteeApprovalInd |
| Written Agreement | Yes (true) | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $50,000 | TotalBalanceDueAmt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TECH66 LLC WILLIAM BURLESON | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | SPOUSE OF OFFICER | RelationshipDescriptionTxt |
| Transaction | $129,892 | TransactionAmt |
| Transaction | CONSULTING SERVICES | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE L, PART II, LINE 1, COLUMN (C) | FormAndLineReferenceDesc |
| Explanation | CAPITALIZE NEW ENTITY FORMED FOR BIOMARKER RESEARCH | ExplanationTxt |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp | |
| Securities Publicly Traded | SecuritiesPubliclyTradedGrp | |
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | COMPUTER EQUIP | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,513,336 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE M, PART I, COLUMN (B) | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION IS REPORTING IN PART I, COLUMN (B) THE NUMBER OF CONTRIBUTIONS RECEIVED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (16 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 1 AND PART III, LINE 1 | THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE (TGEN) IS A NONPROFIT BIOMEDICAL RESEARCH INSTITUTE FOCUSED ON DEVELOPING EARLIER AND SMARTER TREATMENTS BY EMPLOYING INNOVATIVE ADVANCES ARISING FROM THE HUMAN GENOME PROJECT AND APPLYING THEM TO THE DEVELOPMENT OF DIAGNOSTICS, PROGNOSTICS AND THERAPIES FOR CANCER, NEUROLOGICAL DISORDERS, DIABETES AND OTHER COMPLEX DISEASES. |
| FORM 990, PART III, LINE 4A | THE DIVISION OF INTEGRATED CANCER GENOMICS IS UTILIZING STATE-OF-THE-ART MOLECULAR TECHNOLOGIES TO UNCOVER THE MULTIPLE DIMENSIONS OF MOLECULAR CHANGES THAT OCCUR IN CANCER, AND INTEGRATE THESE DATA SETS TO CAPTURE A HIGH-RESOLUTION IMAGE OF THE TUMOR MOLECULAR LANDSCAPE. AMONG ICG FACULTY, THE DIVISION BOASTS AN AMAZING ARRAY OF COMPETENCIES INCLUDING GENOMIC PROFILING USING VARIOUS TECHNOLOGIES THAT INCLUDE NEXT-GENERATION SEQUENCING INCLUDING SINGLE-CELL, EPIGENETICS, NEOANTIGEN ANALYSIS, CANCER CELL BIOLOGY AND BIOINFORMATICS. ACROSS THE VARIOUS LABORATORIES, WE STUDY A MULTITUDE OF ADULT AND PEDIATRIC CANCERS, TRYING TO UNDERSTAND THE EVENTS THAT DRIVE CANCER PROGRESSION FROM PRIMARY TO ADVANCED METASTATIC DISEASE IN ADDITION TO UNDERSTANDING WHY AND HOW CANCER AFFECTS INDIVIDUALS FROM DIFFERENT ETHNICITIES AND ANCESTRAL BACKGROUNDS. ICG FACULTY ALSO ARE INVOLVED IN APPLYING HIGH-RESOLUTION GENOMIC TECHNOLOGIES TO PATIENT SAMPLES IN REAL TIME, DURING CLINICAL MANAGEMENT, TO ASSIST ONCOLOGISTS IN MAKING THERAPEUTIC RECOMMENDATIONS FOR CANCER PATIENTS. ICG IS DIRECTLY AIMING ITS EFFORTS TO DRIVE EARLIER DIAGNOSTICS AND SMARTER TREATMENTS TOWARDS PATIENTS. |
| FORM 990, PART III, LINE 4B | THE NEUROGENOMICS DIVISION RESEARCH PROGRAMS SPAN ALL AGES, FROM DEVELOPMENTAL DISORDERS EARLY IN LIFE, THROUGH DISEASES OF ADULTHOOD SUCH AS NEURONAL DEGENERATION INCLUDING ALS, ALZHEIMER'S DISEASE AND PARKINSON'S DISEASE AS WELL AS NEUROTRAUMA SUCH AS FROM CONCUSSION. OUR FIRST GOAL IS TO IMPROVE THE ABILITY TO DIAGNOSE NEUROLOGICAL DISEASE BEFORE IT STRIKES BY UNDERSTANDING THE INDIVIDUAL GENETIC AND EPIGENETIC VARIATION BETWEEN INDIVIDUALS. BECAUSE THESE DISEASES IMPACT SO MANY LIVES AROUND THE WORLD EITHER DIRECTLY (BY HAVING A DISEASE), OR INDIRECTLY (BY CARING FOR A LOVED ONE WITH THE DISEASE), THE SECOND GOAL CENTERS ON THE DEVELOPMENT OF NEW "SMART-DRUG" THERAPIES THAT SPECIFICALLY UTILIZE AN INDIVIDUAL'S GENETIC BACKGROUND. OVER THE PAST 15 YEARS, OUR INVESTIGATORS HAVE PUBLISHED OVER 300 PEER-REVIEWED ARTICLES, BEEN AWARDED DOZENS OF LARGE FEDERAL AND FOUNDATION GRANTS, AND DEVELOPED A RESEARCH CLINIC FOCUSED ON DIRECTLY INTERACTING WITH THE COMMUNITY AND PATIENTS IN THE AREA OF PRECISION MEDICINE. |
| FORM 990, PART III, LINE 4C | THIS DIVISION HAS TWO MISSIONS INCLUDING: (A) ENABLE GENOMIC DISCOVERIES TO BE ACCELERATED TO CLINICAL EVALUATION THROUGH INNOVATIVE DESIGN STRATEGIES OF CLINICAL TRIALS. THE FOCUS IS ON THE DESIGN AND CONDUCT OF THE FIRST CLINICAL TRIALS OF NEW THERAPIES IN PEOPLE. APPROXIMATELY, TWO NEW AGENTS PER WEEK ARE BROUGHT TO OUR TEAM FOR DEVELOPMENT BY BASIC CANCER INVESTIGATORS, ACADEMIC INSTITUTIONS, AND BIOTECHNOLOGY TEAMS. (B) TO CURE PANCREATIC CANCER (THROUGH DEVELOPMENT OF NEW THERAPIES AND METHODS FOR EARLY DETECTION). THE TEAM HAS SUBSTANTIAL GRANT SUPPORT AND HAS SET NEW STANDARDS OF CARE FOR PATIENTS WITH ADVANCED PANCREATIC CANCER. |
| FORM 990, PART III, LINE 4D | TGEN SUMMARY OF 2018 ACTIVITIES TGEN PRODUCES SIGNIFICANT SCIENTIFIC AND MEDICAL PROGRESS ACROSS MULTIPLE AREAS THROUGH OUR CAPACITY TO UNDERSTAND AND LEVERAGE INFORMATION FROM THE GENOME. WITH THE AFFILIATION WITH CITY OF HOPE NEARING OUR SECOND FULL YEAR, TGEN AND CITY OF HOPE TOGETHER CONTINUE TO GROW AS NATIONAL AND INTERNATIONAL LEADERS IN THE TREATMENT OF DISEASE AND STRIVING TO QUICKLY BRING MEDICAL BENEFIT TO OUR PATIENTS. TGENS CLINICAL RESEARCH AND CLINICAL TRIAL PROJECTS WITH CITY OF HOPE EXTEND ACROSS A NUMBER OF AREAS AND CANCER TYPES, INCLUDING TREATMENT OF A VARIETY OF CANCER TYPES AND TUMORS WITH NEW CHEMICAL AGENTS, MICROBIOME CANCER ANALYSIS, HOSPITAL EPIDEMIOLOGY, METAGENOMICS, AND THE INCORPORATION OF MODERN TOOLS TO IDENTIFY PATIENTS GENOMIC CHARACTERISTICS THAT COULD LEAD TO A MORE TARGETED APPROACH. FURTHER, TGEN ESTABLISHED A CLINICAL MICROBIOME SERVICES CENTER, WHICH WILL WORK HAND-IN-HAND WITH RESEARCHERS AND PHYSICIANS AT TGEN AND CITY OF HOPE. TGENS PARTNERSHIPS HAVE RESULTED IN: A MULTI-YEAR, MULTI-MILLION DOLLAR EFFORT FUNDED BY THE NATIONAL CANCER INSTITUTE TO DEVELOP METHODS OF EARLY DETECTION IN PANCREATIC CANCER; AND ACCESS IN THE GULF SOUTH REGION TO THE LATEST CANCER THERAPEUTICS, RESEARCH, AND ADVANCED DIAGNOSTICS THROUGH A BROAD PORTFOLIO OF PHASE 1 AND 2 TRIALS. CLINICIANS AND SCIENTISTS IN TGENS CENTER FOR RARE CHILDHOOD DISORDERS CONTINUED USE OF PRECISION MEDICINE TO SEARCH FOR ANSWERS FOR YOUNG PATIENTS ON DIAGNOSTIC ODYSSEYS, WHO PRESENT WITH COMPLEX SYMPTOMS AND NO CLEAR DIAGNOSIS. ADDITIONALLY, TGEN INVESTIGATORS WERE AWARDED GRANTS IN MULTIPLE FIELDS, INCLUDING NEUROGENOMICS, CANCER THERAPEUTICS AND TREATMENTS, AND DISEASE DETECTION AND MONITORING. TGEN ADVANCED A SERIES OF INNOVATIVE RESEARCH INITIATIVES THAT YIELDED NUMEROUS SCIENTIFIC DISCOVERIES (MANY WITH POTENTIAL CLINICAL APPLICATION), ESTABLISHED NATIONAL AND INTERNATIONAL COLLABORATIONS, AND LED NEW AND EXCITING CLINICAL TRIALS WITH PROMISING RESULTS IN THE AREAS OF PATHOGENIC DISEASE, CANCER DIAGNOSIS AND MONITORING, NEUROGENOMICS, AND CANINE CANCER. SPECIFICALLY, TGEN INVESTIGATORS ARE PERFECTING NEW DETECTION AND SURVEILLANCE TECHNOLOGIES TO FIGHT PATHOGENIC OUTBREAKS, DEVELOPING LIQUID BIOPSY TECHNIQUES FOR NON-INVASIVE MONITORING AND EARLY DETECTION OF DISEASE, STUDYING GENETIC VARIANTS ASSOCIATED WITH BRAIN TUMORS AND MEMORY CAPACITY, CHARACTERIZING MOLECULAR CHANGES IN MUSCLE TISSUE THROUGH EXERCISE, AND ESTABLISHED THE GENETIC BASIS OF MELANOMA IN CANINES. TGEN INVESTIGATORS PUBLISHED THEIR RESEARCH RESULTS EXTENSIVELY IN SCHOLARLY PEER-REVIEWED ACADEMIC JOURNALS AND PRESENTED AT LEADING NATIONAL AND INTERNATIONAL CONFERENCES; INCLUDING PUBLICATION IN LEADING SCIENTIFIC JOURNALS SUCH AS AMERICAN JOURNAL OF HUMAN GENETICS, CELL, NATURE COMMUNICATIONS, JOURNAL OF NEUROSCIENCE, CLINICAL CANCER RESEARCH, CLINICAL INFECTIOUS DISEASE, JAMA NEUROLOGY, LANCET, MBIO, NEUROLOGY, NEW ENGLAND JOURNAL OF MEDICINE, AND SCIENCE TRANSLATIONAL MEDICINE, AND PRESENTATIONS AT LEADING CONFERENCES SUCH AS AACR. TGEN INVESTIGATORS FURTHER SERVE AS RESOURCES TO MEDICAL AND SCIENTIFIC RESEARCH CENTERS THROUGHOUT THE COUNTRY IN THEIR AREAS OF RESEARCH. IN EDUCATION AND OUTREACH, TGEN PROVIDED INTERNSHIPS TO STUDENTS WHO CONDUCTED RESEARCH PROJECTS IN TGEN LABS ON TOPICS INCLUDING NEUROLOGICAL DISEASE, CANCER, INFECTIOUS DISEASE, SEQUENCING, BIOINFORMATICS, AND RESEARCH ADMINISTRATION. ADDITIONALLY, TGEN PROVIDED A BIOSCIENCE LEADERSHIP ACADEMY FOR STUDENTS WHERE THEY LEARNED ABOUT A VARIETY OF TOPICS WITHIN THE THEMES OF PROFESSIONAL DEVELOPMENT, LEADERSHIP, TRANSLATIONAL MEDICINE, AND HOT TOPICS IN THE BIOSCIENCES. |
| FORM 990, PART VI, LINE 6 | THE SOLE CORPORATE MEMBER OF TGEN IS CITY OF HOPE. |
| FORM 990, PART VI, LINE 7A | THE AFFILIATION AGREEMENT BETWEEN TGEN AND CITY OF HOPE GRANTS CITY OF HOPE THE RIGHT TO APPOINT DIRECTORS. |
| FORM 990, PART VI, LINE 7B | CERTAIN ACTIONS MAY NOT BE UNDERTAKEN WITHOUT THE PRIOR WRITTEN APPROVAL OF THE SOLE CORPORATE MEMBER, CITY OF HOPE, AS SPECIFIED IN THE GOVERNING DOCUMENTS OF TGEN, ON BEHALF OF ITSELF OR CERTAIN AFFILIATES, INCLUDING: BORROW OR LEND MONEY OR PLEDGE PROPERTY AS SECURITY; FIX COMPENSATION FOR DIRECTORS; CHANGE THE NUMBER OF VOTING DIRECTORS; ASSIGN, TRANSFER, PLEDGE, COMPROMISE OR RELEASE CERTAIN CLAIMS OR DEBTS; COMMENCE ASSIGNMENT FOR THE BENEFIT OF CREDITORS, PETITION FOR REORGANIZATION OR SIMILAR RELIEF OR ACTION; ACQUIRE, PURCHASE, DEVELOP, MATERIALLY IMPROVE, SELL, LEASE, OR MORTGAGE CORPORATE REAL ESTATE; MERGE, DISSOLVE OR SELL ALL OR SUBSTANTIALLY ALL ASSETS; ADOPT BUDGETS, STRATEGIC PLANS OR MATERIAL CHANGES TO OPERATIONS; FORM AFFILIATES OR MAKE BUSINESS INVESTMENTS; ADOPT, REPEAL OR AMEND KEY GOVERNING DOCUMENTS; EXERCISE CERTAIN GOVERNANCE RIGHTS; INCUR LIABILITIES OR CONTRACT OTHER THAN FOR FAIR CONSIDERATION AND IN THE ORDINARY COURSE OF BUSINESS. |
| FORM 990, PART VI, LINE 11B | THE FORM 990 IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY THE TGEN FINANCE DEPARTMENT. THE FORM 990 IS THEN REVIEWED BY THE FINANCE DEPARTMENT, OTHER MEMBERS OF MANAGEMENT AND THE AUDIT AND COMPLIANCE COMMITTEE OF THE CITY OF HOPE. THE FORM 990 IS POSTED ON THE BOARD WEBSITE FOR BOARD REVIEW PRIOR TO FILING WITH THE IRS. |
| FORM 990, PART VI, LINE 12C | TGEN DISTRIBUTES A CONFLICT OF INTEREST QUESTIONNAIRE ANNUALLY TO ALL DIRECTOR LEVEL POSITIONS AND ABOVE, IN ADDITION TO ANY OFFICERS AND KEY EMPLOYEES DESIGNATED BY THE CHIEF OPERATING OFFICER. THE QUESTIONNAIRES ARE REVIEWED BY THE CHIEF FINANCIAL OFFICER AND TGEN'S OFFICE OF RESEARCH COMPLIANCE. THOSE EMPLOYEES WITH CONFLICTS ARE SENT FOR FURTHER REVIEW TO THE CHIEF OPERATING OFFICER TO ENSURE AN APPROPRIATE PLAN IS SET FORTH. UPDATES TO THE LIST ARE HANDLED ON AN AS-NEEDED BASIS, BASED ON CONTRACT REVIEWS AND EMPLOYEE INFORMATION. |
| FORM 990, PART VI, LINES 15A AND 15B | THE EXECUTIVE COMPENSATION AND GOVERNANCE COMMITTEE OF THE MEMBER SHALL BE THE EXECUTIVE COMPENSATION COMMITTEE OF TGEN. NOTWITHSTANDING THE FOREGOING, TGEN'S GOVERNANCE AND EXECUTIVE COMPENSATION COMMITTEE WILL ACT IN AN "ADVISE AND CONSENT" CAPACITY REVIEWING THE RECOMMENDATIONS OF THE PRESIDENT AND SCIENTIFIC DIRECTOR REGARDING THE COMPENSATION OF DISQUALIFIED PERSONS CONSISTENT WITH THE MEMBER'S COMPENSATION PHILOSOPHY AND WITHIN THE COMPENSATION RANGES APPROVED AT LEAST ANNUALLY BY THE MEMBER, AND FORWARDING FINAL RECOMMENDATIONS TO THE FULL TGEN BOARD FOR APPROVAL. DISQUALIFIED PERSONS (EXCEPT FOR THE PRESIDENT AND SCIENTIFIC DIRECTOR) WILL NOT BE PRESENT FOR, OR PARTICIPATE IN, COMMITTEE DELIBERATIONS CONCERNING THEIR COMPENSATION (OTHER THAN TO ANSWER QUESTIONS). THE PRESIDENT AND SCIENTIFIC DIRECTOR WILL PARTICIPATE IN THE DELIBERATIONS CONCERNING THE COMPENSATION OF DIRECT REPORTS. DURING THE DECISION MAKING PROCESS, THE COMMITTEE WILL ADHERE TO THE EXECUTIVE COMPENSATION PHILOSOPHY OF THE MEMBER. THE COMMITTEE IS AUTHORIZED (AND PROVIDED WITH SUFFICIENT FUNDING) TO ANNUALLY ENGAGE OUTSIDE INDEPENDENT COMPENSATION AND LEGAL ADVISORS, WHEN DEEMED NECESSARY AND ADVISABLE. THE COMMITTEE WILL COMPLY WITH THE "REBUTTABLE PRESUMPTION OF REASONABLENESS" UNDER SECTION 4958 OF THE INTERNAL REVENUE CODE WHENEVER POSSIBLE. THE COMMITTEE WILL REVIEW AND UNDERSTAND THE INTERNAL REVENUE CODE PROVISIONS DEALING WITH "EXCESS BENEFIT TRANSACTIONS CONCERNING DISQUALIFIED PERSONS' COMPENSATION." WHEN DEVELOPING A COMPENSATION PHILOSOPHY, TGEN KEPT IN MIND THE FOLLOWING FACTORS: -THE TGEN MISSION AND STRATEGY -THE TGEN CULTURE -TRENDS IN COMPENSATION IN THE EXTERNAL ENVIRONMENT -TRENDS IN RECRUITMENT OF NEW EMPLOYEES -TRENDS IN ORGANIZATIONAL EMPLOYEE TURNOVER -TGEN'S LIFE CYCLE STAGE THE COMPENSATION REVIEW PROCESS WAS LAST COMPLETED IN 2018. |
| FORM 990, PART VI, LINE 19 | TGEN'S ARTICLES OF INCORPORATION ARE AVAILABLE TO THE PUBLIC THROUGH THE ARIZONA CORPORATION COMMISSION. TGEN'S AUDITED FINANCIAL STATEMENTS AND ITS CONFLICT OF INTEREST POLICIES ARE AVAILABLE BY WRITTEN REQUEST MADE TO THE CFO AND CONFLICT OF INTEREST MANAGER, RESPECTIVELY. TGEN'S BYLAWS ARE NOT MADE AVAILABLE TO THE PUBLIC. |
| FORM 990 PART IX LINE 11G | DESCRIPTION:CONSORTIUM/CONTRACTUAL TOTAL FEES:8688082 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:OUTSIDE RESEARCH SERVICES TOTAL FEES:950417 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:CONSULTING TOTAL FEES:915340 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:TEMPORARY SERVICES TOTAL FEES:296045 |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (12 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| THE CENTER FOR TRANSLATIONAL DRUG DEVELO | |||||||||
| 445 N 5TH STREET Suite 600 | PHOENIX | AZ | 85004 | 432047329 | DRUG DEVELOPM | AZ | $0 | $1,627,867 | TGAM LLC |
| TGEN ACCELERATORS LLC (TGAM) | |||||||||
| 445 N 5TH STREET Suite 600 | PHOENIX | AZ | 85004 | 753065445 | GENOMICS | AZ | $0 | $0 | TGEN |
| TRANSLATIONAL SYSTEMS LLC | |||||||||
| 445 N 5TH STREET Suite 600 | PHOENIX | AZ | 85004 | 461309498 | ADV RESEARCH | AZ | $0 | $0 | TGEN |
| PET CANCER DIAGNOSTICS LLC | |||||||||
| 445 N 5TH STREET Suite 600 | PHOENIX | AZ | 85004 | 753065445 | ANIMAL DIAG | AZ | $0 | $0 | TGEN |
| TGEN HEALTH VENTURES LLC | |||||||||
| 445 N 5TH STREET Suite 600 | PHOENIX | AZ | 85004 | 464520712 | HEALTHCARE | AZ | $217,260 | $1,574,199 | TGEN |
| DROPWISE LLC | |||||||||
| 445 N 5TH STREET Suite 600 | PHOENIX | AZ | 85004 | 811959403 | RESEARCH | AZ | $0 | $7,740 | TGAM LLC |
| ID ORIGINS LLC | |||||||||
| 445 N 5TH STREET Suite 600 | PHOENIX | AZ | 85004 | 753065445 | TECH TRANSFER | AZ | $0 | $0 | TGAM LLC |
| PROFERO LLC | |||||||||
| 445 N 5TH STREET Suite 600 | PHOENIX | AZ | 85004 | 753065445 | LICENSING | DE | $0 | $0 | TGEN |
| METRICBIO LLC | |||||||||
| 445 N 5TH STREET Suite 600 | PHOENIX | AZ | 85004 | 814455083 | RESEARCH | DE | $19,600 | $10,111 | TGEN |
| ASHION PMED MANAGEMENT LLC | |||||||||
| 445 N 5TH STREET Suite 600 | PHOENIX | AZ | 85004 | 383922888 | HEALTHCARE | DE | $0 | $0 | TGEN HV LLC |
| ASHION ANALYTICS LLC | |||||||||
| 445 N 5TH STREET Suite 600 | PHOENIX | AZ | 85004 | 454587602 | HEALTHCARE | AZ | $10,874,539 | $1,635,647 | ASHION PMED |
| PRECISION MEDICINE FACILITIES LLC | |||||||||
| 445 N 5TH STREET Suite 600 | PHOENIX | AZ | 85004 | 822560090 | REAL ESTATE | AZ | $10,524,249 | $52,683,025 | TGEN |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| TGEN RESEARCH INSTITUTE FOUNDATION | ||||||||||
| 445 N 5TH STREET Suite 600 | PHOENIX | AZ | 85004 | 331092191 | FUNDRAISING | AZ | 501(c)(3) | 7 | TGEN | Yes (true) |
| CITY OF HOPE | ||||||||||
| 1500 EAST DUARTE ROAD | DUARTE | CA | 91010 | 953435919 | FUNDRAISING | CA | 501(c)(3) | 7 | NA | false |
| CITY OF HOPE NATIONAL MEDICAL CENTER | ||||||||||
| 1500 EAST DUARTE ROAD | DUARTE | CA | 91010 | 951683875 | HOSPITAL | CA | 501(c)(3) | 3 | CITY OF HOPE | Yes (true) |
| BECKMAN RESEARCH INSTITUTE | ||||||||||
| 1450 EAST DUARTE ROAD | DUARTE | CA | 91010 | 953432210 | RESEARCH | CA | 501(c)(3) | 4 | CITY OF HOPE | Yes (true) |
| CITY OF HOPE MEDICAL FOUNDATION | ||||||||||
| 1500 EAST DUARTE ROAD | DUARTE | CA | 91010 | 274803222 | HEALTHCARE | CA | 501(c)(3) | 3 | CITY OF HOPE | Yes (true) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHERN CA RADIATION ONCOLOGY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 819067 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75381 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 364887584 | EIN |
| Primary Activities | MGMT SERVICES | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | N/a | PredominantIncomeTypeTxt |
| 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 | Yes (true) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| TGEN RESEARCH INSTITUTE FOUNDATION | ||
| c | $5,924,869 | ACTUAL COST |
| TGEN RESEARCH INSTITUTE FOUNDATION | ||
| q | $946,860 | ACTUAL COST |
| TGEN RESEARCH INSTITUTE FOUNDATION | ||
| o | $212,518 | ACTUAL COST |
| CITY OF HOPE NATIONAL MEDICAL CENTER | ||
| o | $1,079,200 | ACTUAL COST |