VAN ANDEL RESEARCH INSTITUTE: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- VAN ANDEL RESEARCH INSTITUTE (EIN 52-2000823)
- Tax period
- 2017-12-01 to 2018-11-30
- Filed
- 2019-10-10
- IRS object ID
- 201902839349300920
- 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 G
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-10-10T10:02:15-05:00 | ReturnTs |
| Tax Period End | 2018-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 RENAISSANCE CENTER STE 3900 | AddressLine1Txt |
| City | DETROIT | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48243 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522000823 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VAN ANDEL RESEARCH INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VANA | BusinessNameControlTxt |
| Phone | 6162345000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 BOSTWICK AVENUE NE | AddressLine1Txt |
| City | GRAND RAPIDS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49503 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIMOTHY J MYERS | PersonNm |
| Person Title | VICE PRESIDENT & CFO | PersonTitleTxt |
| Phone | 6162345368 | PhoneNum |
| Signature | 2019-10-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANNE FULTON | PreparerPersonNm |
| PTIN | P00941863 | PTIN |
| Phone | 3133963000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 155.130.133.20 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-10-10 | IPDt |
| IP Tm | 10:52:49 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | F78548749BD4E13989256802F10A02C0F91D1746 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F78548749BD4E13989256802F10A02C0F91D1746 | 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 | TIMOTHY J MYERS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 BOSTWICK AVENUE NE | AddressLine1Txt |
| City | GRAND RAPIDS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49503 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $86,638,273 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.VAI.ORG | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1996 | FormationYr |
| Legal Domicile State | MI | LegalDomicileStateCd |
| Activity Or Mission | MEDICAL RESEARCH ORGANIZATION | ActivityOrMissionDesc |
| Voting Members Governing Body | 5 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 4 | VotingMembersIndependentCnt |
| Total Employee | 449 | TotalEmployeeCnt |
| Total Volunteers | 16 | TotalVolunteersCnt |
| Total Gross UBI | $409,670 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $104,762 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $71,484,792 | PYContributionsGrantsAmt |
| CY Contributions Grants | $76,050,595 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,122,867 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,206,439 | CYProgramServiceRevenueAmt |
| PY Investment Income | $993,632 | PYInvestmentIncomeAmt |
| CY Investment Income | $683,062 | CYInvestmentIncomeAmt |
| PY Other Revenue | $9,465,550 | PYOtherRevenueAmt |
| CY Other Revenue | $8,528,787 | CYOtherRevenueAmt |
| PY Total Revenue | $83,066,841 | PYTotalRevenueAmt |
| CY Total Revenue | $86,468,883 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,012,021 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,095,983 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $36,040,459 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $39,942,174 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $967,682 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $38,499,186 | PYOtherExpensesAmt |
| CY Other Expenses | $45,167,491 | CYOtherExpensesAmt |
| PY Total Expenses | $75,551,666 | PYTotalExpensesAmt |
| CY Total Expenses | $86,205,648 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $7,515,175 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $263,235 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $247,321,206 | TotalAssetsBOYAmt |
| Total Assets EOY | $229,968,935 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $329,139,789 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $299,912,525 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$81,818,583 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$69,943,590 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | MEDICAL RESEARCH ORGANIZATION VAN ANDEL RESEARCH INSTITUTE IS AN INDEPENDENT BIOMEDICAL RESEARCH ORGANIZATION COMMITTED TO IMPROVING THE HEALTH AND ENHANCING THE LIVES OF CURRENT AND FUTURE GENERATIONS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $9,527,469 | ExpenseAmt |
| Grant | $123,733 | GrantAmt |
| Revenue | $45,447 | RevenueAmt |
| Desc | CENTER FOR CANCER AND CELL BIOLOGY SCHEDULE O PROVIDES FURTHER INFORMATION REGARDING THIS PROGRAM'S ACCOMPLISHMENTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $10,815,000 | ExpenseAmt |
| Grant | $938,184 | GrantAmt |
| Revenue | $188,097 | RevenueAmt |
| Desc | CENTER FOR EPIGENETICSSCHEDULE O PROVIDES FURTHER INFORMATION REGARDING THIS PROGRAM'S ACCOMPLISHMENTS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,383,212 | ExpenseAmt |
| Grant | $19,566 | GrantAmt |
| Revenue | $220,375 | RevenueAmt |
| Desc | CENTER FOR NEURODEGENERATIVE SCIENCESEE SCHEDULE O FOR FURTHER INFORMATION ABOUT THIS PROGRAM'S ACCOMPLISHMENTS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $32,313,516 | ExpenseAmt |
| Grant | $14,500 | GrantAmt |
| Revenue | $752,520 | RevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $32,313,516 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $14,500 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $752,520 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $59,039,197 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 161 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 449 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 5 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 4 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TIMOTHY J MYERS VP & CFO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6162345368 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 BOSTWICK AVENUE NE | AddressLine1Txt |
| City | GRAND RAPIDS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 495032518 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 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 | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| DAVID VAN ANDEL | ||||||||||
| CHAIRMAN / CEO | 36.00 | 17.00 | Yes (X) | Yes (X) | $490,327 | $0 | $129,226 | |||
| DR JAMES FAHNER | ||||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $10,000 | $2,000 | $0 | ||||
| DR RALPH WEICHSELBAUM | ||||||||||
| TRUSTEE (ENDED 09/10/18) | 1.00 | 0.00 | Yes (X) | $9,000 | $0 | $0 | ||||
| DR MAX WICHA | ||||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $13,000 | $0 | $0 | ||||
| DR MICHELLE LEBEAU | ||||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $10,000 | $0 | $0 | ||||
| DR TOM DEMEESTER | ||||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $10,000 | $0 | $0 | ||||
| DR JANA HALL | ||||||||||
| CHIEF OPERATIONS OFFICER | 50.00 | 3.00 | Yes (X) | $423,365 | $0 | $147,856 | ||||
| TIMOTHY MYERS | ||||||||||
| V.P. & CHIEF FINANCIAL OFFICER | 50.00 | 3.00 | Yes (X) | $308,792 | $0 | $107,081 | ||||
| DR PETER JONES | ||||||||||
| CHIEF SCIENTIFIC OFFICER & RES. DIR. | 52.00 | 0.00 | $712,053 | $0 | $202,298 | Yes (X) | ||||
| KATHY VOGELSANG | ||||||||||
| CHIEF INVESTMENT OFFICER | 45.00 | 0.00 | $610,494 | $0 | $371,506 | Yes (X) | ||||
| DR PATRIK BRUNDIN | ||||||||||
| ASSOCIATE RESEARCH DIRECTOR | 45.00 | 0.00 | $488,766 | $0 | $115,385 | Yes (X) | ||||
| DR PETER LAIRD | ||||||||||
| INVESTIGATOR | 45.00 | 0.00 | $403,258 | $0 | $58,817 | Yes (X) | ||||
| DR GERD PFEIFER | ||||||||||
| INVESTIGATOR | 45.00 | 0.00 | $360,876 | $0 | $46,218 | Yes (X) | ||||
| TED HEILMAN | ||||||||||
| ASSOC DIRECT-SR. PORTFOLIO MGR. | 45.00 | 0.00 | $406,010 | $0 | $229,054 | Yes (X) | ||||
| DR GEORGE VANDE WOUDE | ||||||||||
| TRUSTEE/INVESTIGATOR | 0.00 | 0.00 | $269,298 | $0 | $28,352 | Yes (X) | ||||
| DAVID WHITESCARVER | ||||||||||
| FORMER SECRETARY/V.P. | 0.00 | 0.00 | $295,363 | $0 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,820,602 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $2,000 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,435,793 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 71 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| DK SECURITY INC | |||||
| 5160 FALCONVIEW AVE SE | KENTWOOD | MI | 49512 | SECURITY SERVICES | $305,357 |
| LOS ALAMOS NATIONAL LABORATORY | |||||
| MS K710 | LOS ALAMOS | NM | 87545 | SCIENTIFIC SERVICES | $242,520 |
| ANDY J EGAN COMPANY INC | |||||
| 2001 WALDROF NW SUITE 200 | GRAND RAPIDS | MI | 49544 | MAINTENANCE SERVICES | $161,534 |
| FEDERAL EXPRESS | |||||
| PO BOX 371461 | PITTSBURGH | PA | 152512125 | SHIPPING SERVICE | $151,422 |
| PRESIDIO NETWORK SOLUTIONS GROUP LLC | |||||
| PO BOX 677638 | DALLAS | TX | 752677638 | CONSULTING SERVICES | $149,911 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 10 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $76,554 | FundraisingAmt |
| Related Organizations | $54,765,920 | RelatedOrganizationsAmt |
| Government Grants | $15,455,493 | GovernmentGrantsAmt |
| All Other Contributions | $5,752,628 | AllOtherContributionsAmt |
| Noncash Contributions | $10,053 | NoncashContributionsAmt |
| Total Contributions | $76,050,595 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RESEARCH BILLED REV | Desc |
| Business | 541700 | BusinessCd |
| Total Revenue Column | $1,206,439 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $796,831 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $409,608 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,206,439 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $611,040 | TotalRevenueColumnAmt |
| Exclusion | $611,040 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $769,948 | TotalRevenueColumnAmt |
| Exclusion | $769,948 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $208,181 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $133,827 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $74,354 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $74,354 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $62 | UnrelatedBusinessRevenueAmt |
| Exclusion | $74,292 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $85,282 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $13,260 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $72,022 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $72,022 | TotalRevenueColumnAmt |
| Exclusion | $72,022 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $7,940 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $76,554 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $22,303 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$14,363 | TotalRevenueColumnAmt |
| Exclusion | -$14,363 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| ALLOCATED ADMIN. EXP. | 561000 | $7,454,379 | $7,454,379 |
| REIMBURSED EXPENSES | 900099 | $89,238 | $89,238 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $155,231 | TotalRevenueColumnAmt |
| Exclusion | $155,231 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $7,698,848 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $86,468,883 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $796,831 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $409,670 | UnrelatedBusinessRevenueAmt |
| Exclusion | $9,211,787 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $827,751 | TotalAmt |
| Program Services | $827,751 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $217,006 | TotalAmt |
| Program Services | $217,006 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,226 | TotalAmt |
| Program Services | $51,226 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,283,411 | TotalAmt |
| Program Services | $806,925 | ProgramServicesAmt |
| Management And General | $1,476,486 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,071,924 | TotalAmt |
| Program Services | $17,890,164 | ProgramServicesAmt |
| Management And General | $10,590,249 | ManagementAndGeneralAmt |
| Fundraising | $591,511 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,661,929 | TotalAmt |
| Program Services | $1,587,253 | ProgramServicesAmt |
| Management And General | $1,025,387 | ManagementAndGeneralAmt |
| Fundraising | $49,289 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,044,566 | TotalAmt |
| Program Services | $2,411,691 | ProgramServicesAmt |
| Management And General | $1,557,985 | ManagementAndGeneralAmt |
| Fundraising | $74,890 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,880,344 | TotalAmt |
| Program Services | $1,121,210 | ProgramServicesAmt |
| Management And General | $724,317 | ManagementAndGeneralAmt |
| Fundraising | $34,817 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $460,633 | TotalAmt |
| Program Services | $45,459 | ProgramServicesAmt |
| Management And General | $415,174 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,053 | TotalAmt |
| Management And General | $71,053 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,000 | TotalAmt |
| Management And General | $96,000 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,337,221 | TotalAmt |
| Program Services | $1,801,631 | ProgramServicesAmt |
| Management And General | $514,677 | ManagementAndGeneralAmt |
| Fundraising | $20,913 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $760,537 | TotalAmt |
| Program Services | $29,289 | ProgramServicesAmt |
| Management And General | $586,536 | ManagementAndGeneralAmt |
| Fundraising | $144,712 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150,365 | TotalAmt |
| Program Services | $54,671 | ProgramServicesAmt |
| Management And General | $95,634 | ManagementAndGeneralAmt |
| Fundraising | $60 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $340,238 | TotalAmt |
| Program Services | $162,710 | ProgramServicesAmt |
| Management And General | $172,387 | ManagementAndGeneralAmt |
| Fundraising | $5,141 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,604,067 | TotalAmt |
| Program Services | $2,067,187 | ProgramServicesAmt |
| Management And General | $535,615 | ManagementAndGeneralAmt |
| Fundraising | $1,265 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $743,796 | TotalAmt |
| Program Services | $520,941 | ProgramServicesAmt |
| Management And General | $200,269 | ManagementAndGeneralAmt |
| Fundraising | $22,586 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $182,155 | TotalAmt |
| Program Services | $113,331 | ProgramServicesAmt |
| Management And General | $63,337 | ManagementAndGeneralAmt |
| Fundraising | $5,487 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,760,495 | TotalAmt |
| Program Services | $7,999,832 | ProgramServicesAmt |
| Management And General | $2,760,663 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,976,842 | TotalAmt |
| Program Services | $9,408,576 | ProgramServicesAmt |
| Management And General | $1,568,266 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $533,115 | TotalAmt |
| Program Services | $333,064 | ProgramServicesAmt |
| Management And General | $200,051 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| FED / STATE INCOME TAX | $135,824 | $0 | $135,824 | |
| LAB SUPPLIES & SERVICES | $5,162,377 | $5,162,377 | ||
| EQUIPMENT & SOFTWARE | $3,794,364 | $2,762,597 | $1,030,455 | $1,312 |
| BAD DEBT EXPENSE (ADJUS | $1,572,658 | $1,572,658 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,485,751 | TotalAmt |
| Program Services | $3,664,306 | ProgramServicesAmt |
| Management And General | $805,746 | ManagementAndGeneralAmt |
| Fundraising | $15,699 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,205,648 | TotalAmt |
| Program Services | $59,039,197 | ProgramServicesAmt |
| Management And General | $26,198,769 | ManagementAndGeneralAmt |
| Fundraising | $967,682 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,597,139 | BOYAmt |
| EOY | $8,076,049 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,382,233 | BOYAmt |
| EOY | $4,270,243 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,269,641 | BOYAmt |
| EOY | $3,969,006 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,645 | BOYAmt |
| EOY | $1,697,944 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $157,198 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,194,778 | BOYAmt |
| EOY | $1,544,611 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $293,053,446 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $109,593,147 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $184,886,459 | BOYAmt |
| EOY | $183,460,299 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,108,311 | BOYAmt |
| EOY | $7,153,585 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,840,000 | BOYAmt |
| EOY | $19,640,000 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $247,321,206 | BOYAmt |
| EOY | $229,968,935 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,184,301 | BOYAmt |
| EOY | $32,511,690 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,340,635 | BOYAmt |
| EOY | $2,256,713 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $219,722,640 | BOYAmt |
| EOY | $219,733,588 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,892,213 | BOYAmt |
| EOY | $45,410,534 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $329,139,789 | BOYAmt |
| EOY | $299,912,525 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$85,638,212 | BOYAmt |
| EOY | -$74,444,439 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,153,327 | BOYAmt |
| EOY | $3,867,142 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $666,302 | BOYAmt |
| EOY | $633,707 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$81,818,583 | BOYAmt |
| EOY | -$69,943,590 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $247,321,206 | BOYAmt |
| EOY | $229,968,935 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $263,235 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,172 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $11,609,586 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Medical Research Organization | Yes (X) | MedicalResearchOrganizationInd |
Hospital Name And Address HospitalNameAndAddressGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SPECTRUM HEALTH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| City | GRAND RAPIDS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
Schedule B IRS990ScheduleB
Schedule C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $96,000 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $96,000 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $86,109,648 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $86,205,648 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
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 | $165,579 | CurrentYearMinus3Amt |
| Current Year Minus2 | $238,376 | CurrentYearMinus2Amt |
| Current Year Minus1 | $96,000 | CurrentYearMinus1Amt |
| Current Year | $96,000 | CurrentYearAmt |
| Total | $595,955 | 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 |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $666,302 | BeginningYearBalanceAmt |
| Contributions | $10,100 | ContributionsAmt |
| Investment Earnings Or Losses | $12,604 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $62,742 | OtherExpendituresAmt |
| End Year Balance | $626,264 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $612,777 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $61,326 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,801 | OtherExpendituresAmt |
| End Year Balance | $666,302 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributions | $596,343 | ContributionsAmt |
| Investment Earnings Or Losses | $18,408 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,974 | OtherExpendituresAmt |
| End Year Balance | $612,777 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,288,315 | OtherCostOrOtherBasisAmt |
| Book Value | $5,288,315 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $229,359,310 | OtherCostOrOtherBasisAmt |
| Depreciation | $66,890,424 | DepreciationAmt |
| Book Value | $162,468,886 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $56,798,553 | OtherCostOrOtherBasisAmt |
| Depreciation | $42,644,015 | DepreciationAmt |
| Book Value | $14,154,538 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,607,268 | OtherCostOrOtherBasisAmt |
| Depreciation | $58,708 | DepreciationAmt |
| Book Value | $1,548,560 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $183,460,299 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PLEDGED SECURITIES | Desc |
| Book Value | $19,640,000 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $19,640,000 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED LOSS ON INTEREST RATE SWAP | $41,273,437 |
| RELATED-PARTY PAYABLE | $4,137,097 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $45,410,534 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $79,172,806 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,172 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $156,130 | OtherRevenueAmt |
| Revenue Not Reported | $158,302 | RevenueNotReportedAmt |
| Revenue Subtotal | $79,014,504 | RevenueSubtotalAmt |
| Other Revenues Not Included | $7,454,379 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $7,454,379 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $86,468,883 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $67,297,814 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | -$11,453,455 | OtherExpensesIncludedAmt |
| Expenses Not Reported | -$11,453,455 | ExpensesNotReportedAmt |
| Expenses Subtotal | $78,751,269 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $7,454,379 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $7,454,379 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $86,205,648 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | PART X, LINE 1(1) AND LINE 2: THERE ARE NO UNCERTAIN TAX POSITIONS RELATED TO VARI. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 133,827. FUNDRAISING EVENT EXPENSE 22,303. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | NET ALLOCATED 7,454,379. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 133,827. FUNDRAISING EVENT EXPENSE 22,303. GAIN ON INTEREST RATE SWAP -11,609,585. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | NET ALLOCATED 7,454,379. |
| PART V | VAN ANDEL INSTITUTE (A RELATED ORGANIZATION) MAINTAINS ENDOWED FUNDS FOR THE BENEFIT OF BOTH VARI AND VAN ANDEL EDUCATION INSTITUTE (A RELATED ORGANIZATION) TO FUND OPERATING EXPENSES. |
| PART XI AND XII, LINE 4B | EXPENSE ALLOCATIONS PRESENTED WITHIN REVENUE. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EAST ASIA & THE PACIFIC | 0 | 1 | PROGRAM SERVICES | RESEARCH COLLABORATION - RESEARCH SERVICES | $232,715 |
| EUROPE | 0 | 0 | PROGRAM SERVICES | RESEARCH COLLABORATION - RESEARCH SERVICES | $431,476 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 1 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 1 | TotalEmployeeCnt |
| Subtotal Spent | $664,191 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $664,191 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EAST ASIA AND THE PACIFIC | RegionTxt |
| Purpose Of Grant | RESEARCH COLLABORATION | PurposeOfGrantTxt |
| Cash Grant | $50,000 | CashGrantAmt |
| Manner Of Cash Disbursement | WIRE TRANSFER | MannerOfCashDisbursementTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | GRANT FUNDS ARE MONITORED BY QUARTERLY EXPENDITURE REPORTS BEFORE DISBURSING INCREMENTAL FUNDING. PROGRESS REPORTS ARE REQUIRED ANNUALLY AND REVIEWED BY VAN ANDEL RESEARCH INSTITUTE AND A THIRD PARTY. |
| SCHEDULE F, PART II, LINE 1 | ORGANIZATION PROVIDED ASSISTANCE IS MONITORED WITH QUARTERLY EXPENDITURE REPORTING. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | 5K RACE | Event1Nm |
| Gross Receipts Event1 | $40,343 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $32,403 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $7,940 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $6,183 | OtherDirectExpensesEvent1Amt |
| Event2 | GRIFFINS | Event2Nm |
| Gross Receipts Event2 | $44,151 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $44,151 | CharitableContriEvent2Amt |
| Other Direct Expenses Event2 | $16,120 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $84,494 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $76,554 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $7,940 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $22,303 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $22,303 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$14,363 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| JOHNS HOPKINS UNIVERSITY | |||||||
| 3400 N CHARLES STREET | BALTIMORE | MD | 21218 | 520595110 | 501C3 | $143,460 | RESEARCH COLLABORATION |
| UNIVERSITY OF MARYLAND | |||||||
| 3112 LEE BUILDING 7809 REGENTS DR | COLLEGE PARK | MD | 20742 | 526002033 | 501C3 | $50,000 | RESEARCH COLLABORATION |
| TEMPLE UNIVERSITY | |||||||
| 1852 NORTH 10TH ST | PHILADELPHIA | PA | 19122 | 231365971 | 501C3 | $50,000 | RESEARCH COLLABORATION |
| INSTITUTE FOR CANCER RESEARCH | |||||||
| 333 COTTMAN AVENUE | PHILADELPHIA | PA | 19111 | 236296135 | 501C3 | $54,243 | RESEARCH COLLABORATION |
| FRIENDS OF CRESCENT PARK | |||||||
| 301 BOSTWICK NE | GRAND RAPIDS | MI | 49503 | 264562012 | 501C3 | $14,500 | SUPPORT CRESCENT PARK MAINTENANCE |
| STAND UP TO CANCER | |||||||
| 10880 WILSHIRE BLVD SUITE 1400 | LOS ANGELES | CA | 90024 | 951644609 | 501C3 | $513,432 | RESEARCH COLLABORATION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 6 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| GRADUATE STUDENT STIPENDS FOR MICHIGAN STATE UNIVERSITY STUDENTS | 3 | $89,338 |
| GRADUATE STUDENT STIPENDS VAN ANDEL INSTITUTE GRADUATE SCHOOL | 2 | $53,484 |
| FOREIGN NATIONAL STIPENDS | 7 | $50,821 |
| GUEST STUDENT STIPENDS | 2 | $23,363 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | STUDENTS RECEIVE A STIPEND FOR LIVING EXPENSE AND INSURANCE. GRANT FUNDS TO INSTITUTIONS ARE MONITORED BY QUARTERLY EXPENDITURE REPORTS BEFORE DISBURSING INCREMENTAL FUNDING. PROGRESS REPORTS ARE REQUIRED ANNUALLY AND REVIEWED BY VAN ANDEL RESEARCH INSTITUTE AND A THIRD PARTY. | 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 (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | 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 | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | Yes (1) | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DAVID VAN ANDEL | ||||||||||||||
| CHAIRMAN / CEO | $366,923 | $0 | $102,000 | $0 | $21,404 | $0 | $128,250 | $0 | $976 | $0 | $619,553 | $0 | $102,000 | $0 |
| DR JANA HALL | ||||||||||||||
| CHIEF OPERATIONS OFFICER | $351,551 | $0 | $68,250 | $0 | $3,564 | $0 | $136,650 | $0 | $11,206 | $0 | $571,221 | $0 | $68,250 | $0 |
| TIMOTHY MYERS | ||||||||||||||
| V.P. & CHIEF FINANCIAL OFFICER | $270,346 | $0 | $37,636 | $0 | $810 | $0 | $95,875 | $0 | $11,206 | $0 | $415,873 | $0 | $37,636 | $0 |
| DR PETER JONES | ||||||||||||||
| CHIEF SCIENTIFIC OFFICER & RES. DIR. | $542,780 | $0 | $146,710 | $0 | $22,563 | $0 | $191,092 | $0 | $11,206 | $0 | $914,351 | $0 | $146,710 | $0 |
| KATHY VOGELSANG | ||||||||||||||
| CHIEF INVESTMENT OFFICER | $341,372 | $0 | $248,800 | $0 | $20,322 | $0 | $360,300 | $0 | $11,206 | $0 | $982,000 | $0 | $248,800 | $0 |
| DR PATRIK BRUNDIN | ||||||||||||||
| ASSOCIATE RESEARCH DIRECTOR | $435,382 | $0 | $51,062 | $0 | $2,322 | $0 | $104,179 | $0 | $11,206 | $0 | $604,151 | $0 | $51,062 | $0 |
| DR PETER LAIRD | ||||||||||||||
| INVESTIGATOR | $377,688 | $0 | $23,248 | $0 | $2,322 | $0 | $47,611 | $0 | $11,206 | $0 | $462,075 | $0 | $23,248 | $0 |
| DR GERD PFEIFER | ||||||||||||||
| INVESTIGATOR | $346,680 | $0 | $10,632 | $0 | $3,564 | $0 | $35,012 | $0 | $11,206 | $0 | $407,094 | $0 | $10,632 | $0 |
| TED HEILMAN | ||||||||||||||
| ASSOC DIRECT-SR. PORTFOLIO MGR. | $220,911 | $0 | $167,940 | $0 | $17,159 | $0 | $217,848 | $0 | $11,206 | $0 | $635,064 | $0 | $167,940 | $0 |
| DR GEORGE VANDE WOUDE | ||||||||||||||
| TRUSTEE/INVESTIGATOR | $247,396 | $0 | $0 | $0 | $21,902 | $0 | $26,540 | $0 | $1,812 | $0 | $297,650 | $0 | $0 | $0 |
| DAVID WHITESCARVER | ||||||||||||||
| FORMER SECRETARY/V.P. | $256,837 | $0 | $0 | $0 | $38,526 | $0 | $0 | $0 | $0 | $0 | $295,363 | $0 | $38,526 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | VARI ALLOWS FOR FIRST-CLASS OR CHARTER TRAVEL FOR OFFICERS AND TRUSTEES. |
| PART I, LINE 4A | INCLUDES SEVERANCE PAYMENTS TO DAVID WHITESCARVER OF $256,837 FROM VAN ANDEL RESEARCH INSTITUTE FOR CALENDER YEAR 2017. |
| PART I, LINE 5 | BONUS IS PAID BASED ON GRANT REVENUE EARNED FOR ELIGIBLE PROGRAM PARTICIPANTS. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHIGAN STRATEGIC FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 521417332 | BondIssuerEIN |
| CUSIP | 000000000 | CUSIPNum |
| Bond Issued | 2018-10-01 | BondIssuedDt |
| Issue Price | $220,000,000 | IssuePriceAmt |
| Purpose | REFUND BOND ISSUE 4/01/13 | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $220,000,000 | TotalProceedsAmt |
| Other Spent Proceeds | $220,000,000 | OtherSpentProceedsAmt |
| Current Refunding | Yes (1) | CurrentRefundingInd |
| Advance Refunding | 0 | AdvanceRefundingInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | Yes (1) | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | Yes (1) | MgmtContractBondFincdPropInd |
| Engage Bond Counsel Contracts | Yes (1) | EngageBondCounselContractsInd |
| Any Research Agreements | Yes (1) | AnyResearchAgreementsInd |
| Engage Bond Counsel Research | Yes (1) | EngageBondCounselResearchInd |
| Private Bus Concerning UBI | 0.00690 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00690 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | Yes (1) | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $10,053 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | NYSE VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | VARI IS REPORTING THE NUMBER OF CONTRIBUTIONS RECEIVED DURING THE TAX YEAR. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (13 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | VARI, VAI, VAEI, AND VAIGS SHARE COMMON MANAGEMENT. DAVID VAN ANDEL, DR. JANA HALL AND TIMOTHY MYERS ARE ALSO OFFICERS OF VAI, AND DAVID VAN ANDEL AND TIMOTHY MYERS ARE OFFICERS OF VAEI AND VAIGS. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE TRUSTEES OF VAN ANDEL INSTITUTE HAVE THE AUTHORITY TO ELECT ONE OR MORE MEMBERS OF VARI'S GOVERNING BODY. |
| FORM 990, PART VI, SECTION B, LINE 11B | FOLLOWING COMPLETION OF THE FINANCIAL STATEMENT AUDIT, THE FORM 990 IS PREPARED AND REVIEWED BY MANAGEMENT. IT IS THEN CIRCULATED TO THE FULL BOARD FOR REVIEW AND COMMENTS PRIOR TO FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | VARI HAS WRITTEN CONFLICT OF INTEREST ("COI") POLICIES AND PROCEDURES WHICH ADMINISTER AND ENFORCE A PROCESS TO IDENTIFY, EVALUATE, AND MANAGE POTENTIAL CONFLICTS OF INTEREST. THESE POLICIES HAVE BEEN APPROVED BY THE BOARD OF TRUSTEES. VAI ADMINISTERS COI POLICIES AND PROCEDURES THROUGH TWO STANDING COMMITTEES: THE CONFLICTS COMMITTEE ("CC") AND THE INSTITUTIONAL COI COMMITTEE ("ICOIC"). COI POLICIES AND PROCEDURES APPLY TO AND SERVE AS A GUIDE FOR EVERYONE IN THE ORGANIZATION. IN PARTICULAR, THEY PROVIDE A USEFUL RESOURCE FOR DEVELOPING ACTIVITIES OR RELATIONSHIPS WITH OUTSIDE ENTITIES OR PERSONS, AND ESTABLISH A PROCESS FOR COMMITTEES TO REVIEW AND MANAGE POTENTIAL CONFLICTS OF INTEREST AS THEY MAY ARISE. THE CC AND ICOIC ARE CHAIRED BY THE GENERAL COUNSEL. THE CC REQUIRES ANNUAL AND UPDATED DISCLOSURES BY COVERED PERSONS AND REVIEWS AND APPROVES MANAGEMENT PLANS. ICOIC POLICIES AND PROCEDURES SERVE AS A GUIDE FOR BOARDS OF TRUSTEES AND SENIOR EXECUTIVES. IN THE EVENT A POTENTIAL COI ARISES AT THE BOARD OR SENIOR EXECUTIVE LEVEL, THE ICOIC MEETS TO REVIEW AND DETERMINE HOW TO MANAGE SUCH A POTENTIAL CONFLICT OF INTEREST IN ACCORDANCE WITH THE COI POLICIES AND PROCEDURES. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPARABILITY DATA FROM AN EXPERT THIRD PARTY IS OBTAINED AND REVIEWED BY THE INDEPENDENT, JOINT COMPENSATION COMMITTEE OF VAN ANDEL RESEARCH INSTITUTE AND RELATED ORGANIZATIONS TO DETERMINE APPROPRIATE COMPENSATION FOR THE CEO, EXECUTIVE MANAGEMENT OFFICIALS, OFFICERS, AND KEY EMPLOYEES, ON BEHALF OF VAN ANDEL RESEARCH INSTITUTE. |
| FORM 990, PART VI, SECTION C, LINE 19 | ALL DOCUMENTS REQUIRED TO BE MADE AVAILABLE TO THE PUBLIC ARE AVAILABLE FOR PUBLIC INSPECTION UPON WRITTEN REQUEST. |
| FORM 990, PART XI, LINE 9: | GAIN ON INTEREST RATE SWAP 11,609,586. |
| FORM 990, PART III, LINE 2 | VAN ANDEL RESEARCH INSTITUTE (VARI) IS DEDICATED TO DETERMINING THE EPIGENETIC, GENETIC, MOLECULAR, AND CELLULAR ORIGINS OF CANCER, PARKINSON'S DISEASE, AND OTHER ILLNESSES AND TO TRANSLATING THOSE FINDINGS INTO EFFECTIVE THERAPIES. THE INSTITUTE'S SCIENTISTS WORK IN ON-SITE LABORATORIES AND PARTICIPATE IN COLLABORATIONS THAT SPAN THE GLOBE. THE INSTITUTE IS ORGANIZED INTO THE CENTER FOR CANCER AND CELL BIOLOGY, THE CENTER FOR EPIGENETICS, AND THE CENTER FOR NEURODEGENERATIVE SCIENCE. VARI'S LABS ARE SUPPORTED BY AN OUTSTANDING CORE TECHNOLOGIES AND SERVICES GROUP, WHICH PROVIDES A VIVARIUM, A BIOREPOSITORY, AND VALUABLE ON-SITE CAPABILITIES IN IMAGING, PATHOLOGY, BIOINFORMATICS AND BIOSTATISTICS, GENOMICS, FLOW CYTOMETRY, AND CRYO-ELECTRON MICROSCOPY. VARI SCIENTISTS PUBLISHED 116 ARTICLES THIS FISCAL YEAR IN PEER-REVIEWED JOURNALS THAT INCLUDED NATURE, SCIENCE, CELL, NATURE COMMUNICATIONS, NATURE GENETICS, NATURE MEDICINE, SCIENCE TRANSLATIONAL MEDICINE, CELL REPORTS, CELL DISCOVERY, CANCER RESEARCH, CLINICAL CANCER RESEARCH, NUCLEIC ACIDS RESEARCH, GENOME RESEARCH, PROCEEDINGS OF THE NATIONAL ACADEMY OF SCIENCES U.S.A., ACTA NEUROPATHOLOGICAL, CANCER CELL, HUMAN MOLECULAR GENETICS, MOLECULAR CELL, MOLECULAR NEURODEGENERATION, ACTA NEUROPATHOLOGICAL COMMUNICATIONS, ELIFE, BONE, JOURNAL OF BIOLOGICAL CHEMISTRY, JOURNAL OF BONE AND MINERAL RESEARCH, CELL AND TISSUE RESEARCH, SCIENTIFIC REPORTS, NJP BREAST CANCER, JOURNAL OF PARKINSON'S DISEASE, HEPATOLOGY, MOVEMENT DISORDERS, BIOCHEMISTRY, NEUROBIOLOGY OF DISEASE, JOURNAL OF NEUROSCIENCE, HUMAN MOLECULAR GENETICS, BLOOD, METABOLITES, JOURNAL OF PROTEOME RESEARCH, MOLECULAR AND CELLULAR PROTEOMICS, AND CURRENT THERAPEUTIC RESEARCH. |
| FORM 990, PART III, LINE 4A | LINE 4A - PROGRAM SERVICE ACTIVITY #1 CENTER FOR CANCER AND CELL BIOLOGY THE CENTER FOR CANCER AND CELL BIOLOGY, DIRECTED BY BART WILLIAMS, PH.D., COMPRISES 16 LABORATORIES ENGAGED IN BASIC RESEARCH IN MOLECULAR AND STRUCTURAL BIOLOGY AND IN TRANSLATIONAL RESEARCH ON CANCERS, SKELETAL DISEASES, AND METABOLISM AND NUTRITION. THE CENTER IS DIVIDED INTO PROGRAMS IN STRUCTURAL BIOLOGY, SKELETAL DISEASE AND CANCER THERAPEUTICS, AND A NEW PROGRAM IN METABOLIC AND NUTRITIONAL PROGRAMMING. NEW FACULTY MEMBERS DRS. RUSSELL JONES, CONNIE KRAWCZYK, ANDREW POSPISILIK, AND ADELHEID LEMPRADL JOINED EXISTING FACULTY DRS. BRIAN HAAB AND NING WU TO ESTABLISH THE PROGRAM. IN THIS FISCAL YEAR, RESEARCHERS AND TRAINEES WITHIN THE CENTER RECEIVED THREE NEW R01 AWARDS AND ONE RENEWAL R01, A U01 AWARD, AND AN F31 FELLOWSHIP FROM THE NATIONAL INSTITUTES OF HEALTH. OTHER NEW AWARDS RECEIVED WERE FROM THE CHILDREN'S TUMOR FOUNDATION, TWO RENEWAL AWARDS WERE RECEIVED FROM THE ARTHRITIS NATIONAL RESEARCH FOUNDATION, AND THE BREAST CANCER RESEARCH FOUNDATION. THE STEENSMA LABORATORY STUDIED THE EFFECT OF THE LOSS OF THE NF1 GENE, WHICH ENCODES THE NEUROFIBROMIN ENZYME, ON BREAST CANCER AND ON ESTROGEN RECEPTOR SIGNALING (DISCHINGER ET AL., NPJ BREAST CANCER 4: 29). THE RESULTS SHOWED A SIGNIFICANT ROLE FOR THE NF1 GENE IN BREAST CANCER AND A POSSIBLE FUNCTIONAL LINK BETWEEN NEUROFIBROMIN AND THE ESTROGEN RECEPTOR, INDICATING THAT THIS GENE MAY BE A MARKER OF PROGNOSIS AND A THERAPEUTIC TARGET FOR ENDOCRINE-RESISTANT BREAST CANCERS. IN ANOTHER STUDY BY THE LAB, SOME MALIGNANT PERIPHERAL NERVE SHEATH TUMORS (MPNSTS), FOR WHICH THERE ARE NO EFFECTIVE THERAPIES, WERE FOUND TO BE SENSITIVE TO THE MET ONCOGENE INHIBITOR CAPMATINIB (PEACOCK ET AL., CANCER RESEARCH 78(13): 3572-3687). A COMBINATION THERAPY OF CAPMATINIB AND THE MEK KINASE INHIBITOR TRAMETINIB RESULTED IN REDUCED RESPONSE VARIABILITY, SUPPRESSION OF RAS/ERK AND PI3K/AKT SIGNALING, AND ENHANCED SUPPRESSION OF TUMOR GROWTH. THE WILLIAMS AND YANG LABS TOGETHER PUBLISHED SEVERAL SKELETAL STUDIES IN 2018. ONE FOCUSED ON OSTEOCHONDROPROGENITOR CELLS, WHICH DEVELOP INTO CELLS THAT CREATE BONE OR CARTILAGE. THE ENZYME SENP6 WAS FOUND TO BE CRUCIAL IN NORMAL OSTEOCHONDROPROGENITORS FOR SKELETAL DEVELOPMENT: LOSS OF THE ENZYME CAUSED PREMATURE AGING OF CELLS AND TISSUES, AND MICE HAVING NO SENP6 HAD SMALLER SKELETONS (LI ET AL., NATURE COMMUNICATIONS 9: 143). ANOTHER STUDY FOUND THAT BONE MARROW STROMAL CELLS PREFERENTIALLY DIFFERENTIATED INTO LIPID-STORING ADIPOCYTES WHEN TREATED WITH GINKGOLIC ACID, WHICH INHIBITS THE SUMOYLATION OF PROTEINS (LIU ET AL., SCIENTIFIC REPORTS 8(1): 2545). THIS PREVIOUSLY UNKNOWN ACTION OF GINKGOLIC ACID MAY HAVE APPLICATION IN TREATING CONDITIONS INVOLVING ABNORMAL LIPID METABOLISM. A THIRD PROJECT STUDIED THE ROLE OF THE LRP1 PROTEIN IN BONE REMODELING (LU ET AL., JOURNAL OF BONE AND MINERAL RESEARCH 33(10): 1773-1784). THE RESULTS SUGGEST THAT LRP1 IS A CRUCIAL REGULATOR OF BONE MASS AND THAT ITS INHIBITION OF THE RANKL SIGNALING PATHWAY MAY BE USEFUL IN TREATING CONDITIONS OF LOW BONE MASS. XIAOHONG LI'S LABORATORY STUDIED THE ROLE OF TGF-BETA SIGNALING FROM MYELOID CELLS IN METASTATIC BONE LESIONS (GANGULY ET AL., CANCERS 10: 463). THEY SHOWED THAT SUCH SIGNALS PROMOTED OSTEOLYTIC BONE LESIONS AND THAT THE CTHRC1 PROTEIN AND BASIC FIBROBLAST GROWTH FACTOR (BFGF) HAVE DIFFERENT, CELL-SPECIFIC FUNCTIONS THAT CONTRIBUTE TO BONE LESION DEVELOPMENT. IN A SEPARATE STUDY (MENG ET AL., CANCER LETTERS 418: 109-118), THE LI LAB FOUND THAT THE LOSS OF TGF-BETA SIGNALING IN OSTEOBLAST CELLS INCREASED THE AMOUNT OF BFGF AND CORRELATED WITH INCREASED TUMOR CELL PROLIFERATION AND ANGIOGENESIS. BFGF MAY BE A PROMISING TARGET FOR INHIBITING BONE METASTASIS IN PROSTATE AND BREAST CANCER. ACTIVATION OF THE WNT SIGNALING PATHWAY IS A COMMON EVENT IN MANY CANCERS, AND WNT SIGNALING CAN BE HALTED BY INHIBITING AN ENZYME CALLED PORCN. A COLLABORATIVE STUDY BY THE WILLIAMS LAB AND THE VIRSHUP LAB AT DUKE UNIVERSITY FOUND THAT TWO PORCN INHIBITORS CAUSED A LOSS OF BONE VOLUME AND DENSITY (MADAN ET AL., BONE RESEARCH 6: 17). ALENDRONATE, A BISPHOSPHONATE, MITIGATED THE ADVERSE EFFECTS OF ONE OF THE INHIBITORS, SUPPORTING THE USE OF SUCH BONE-PROTECTIVE AGENTS IN THE TREATMENT REGIMEN OF PATIENTS RECEIVING PORCN INHIBITORS. IMPORTANT SCIENTIFIC ADVANCES ALSO WERE MADE BY MEMBERS OF THE STRUCTURAL BIOLOGY PROGRAM. THE LU AND DU LABS USED THE INSTITUTE'S CRYO-ELECTRON MICROSCOPY (CRYO-EM) FACILITY TO STUDY THE STRUCTURE OF THE TRPC3 ION CHANNEL (FAN ET AL., ELIFE 7: E36852), WHICH IS ESSENTIAL FOR NEURON DEVELOPMENT IN THE BRAIN. DYSFUNCTION OF TRPC3 IS LINKED TO NEURODEGENERATIVE DISEASES, AMONG OTHERS. KNOWLEDGE OF ITS ATOMIC-LEVEL STRUCTURE AND MECHANISM OF FUNCTION ARE ESSENTIAL FOR DEVELOPING THERAPIES THAT TARGET TRPC3 DYSFUNCTION. THE TWO LABS ALSO PUBLISHED THE STRUCTURE OF THE ZEBRAFISH TRPM2 ION CHANNEL (WHICH IS SIMILAR TO THE HUMAN MOLECULE BUT IS BETTER SUITED TO STRUCTURAL STUDIES) AND ITS MECHANISM OF ACTIVATION (HUANG ET AL., NATURE 562(7725): 145-149). TRPM2 IS INVOLVED IN BODY TEMPERATURE REGULATION AND THE IMMUNE RESPONSE. NEW INSIGHTS INTO HOW THE CHANNEL WORKS MAY HELP DEVELOP DRUGS TO TREAT TEMPERATURE-RELATED DYSFUNCTION AND NEURODEGENERATIVE DISEASE. THE MELCHER AND XU LABS ALSO PUBLISHED SIGNIFICANT STRUCTURAL STUDIES. AMP-ACTIVATED PROTEIN KINASE (AMPK) REGULATES THE ENERGY LEVEL IN THE CELL, AND ITS DYSREGULATION IS ASSOCIATED WITH DIABETES, CANCER, AND NEURODEGENERATIVE DISEASES. THE MELCHER LAB SOLVED THE STRUCTURES OF AMPK BOUND TO TWO NEW DRUG FORMS, WHICH GAVE INSIGHT INTO HOW THE MOLECULE WORKS AND ITS POTENTIAL USE AS A THERAPEUTIC AGENT (YAN ET AL., JOURNAL OF BIOLOGICAL CHEMISTRY 294: 953-967). THE LAB ALSO STUDIED THE STRUCTURE OF AMPK IN TERMS OF THE PROTEIN'S SUBUNITS AND HOW THEY INTERACT (GU ET AL., JOURNAL OF BIOLOGICAL CHEMISTRY 293: 16994-17007). THEY FOUND THAT THE ADAM SITE, AT THE JOINING OF THE KINASE SUBUNIT AND THE CARBOHYDRATE-BINDING SUBUNIT, MAY FUNCTION AS A HUB FOR INTEGRATING THE VARIETY OF REGULATORY SIGNALS THAT AFFECT THE CELLULAR ENERGY LEVEL. THE XU LAB PUBLISHED THE STRUCTURE OF THE HUMAN RHODOPSIN PROTEIN BOUND TO AN INHIBITORY G PROTEIN, WHICH THEY DETERMINED USING CRYO-EM (KANG ET AL., NATURE 558(7711): 553-558). RHODOPSIN IS FOUND IN THE EYE AND IS ESSENTIAL FOR PERCEIVING LIGHT. THE COMPARISON OF THIS NEW STRUCTURE TO OTHER STRUCTURES OF RHODOPSIN BOUND TO ACTIVATING G PROTEINS OR ARRESTINS PROVIDES A BASIS FOR UNDERSTANDING HOW RHODOPSIN FUNCTIONS IN SIGNALING THE PERCEPTION OF LIGHT. THIS PUBLICATION WAS FEATURED IN THE NIH DIRECTOR'S BLOG. BOTH LABS ALSO CONTRIBUTED TO THE DETERMINATION OF THE STRUCTURE OF THE HUMAN FRIZZLED 4 PROTEIN, WHICH IS INVOLVED IN BLOOD VESSEL DEVELOPMENT IN THE EYE'S RETINA. THE STUDY SUGGESTS THAT FRIZZLED PROTEINS MAY HAVE AN ACTIVATION MECHANISM DIFFERENT FROM THAT OF OTHER G-PROTEIN-COUPLED RECEPTORS LIKE RHODOPSIN (YANG ET AL., NATURE 560(7720: 666-670). HUILIN LI'S LABORATORY PUBLISHED A DIVERSE SET OF PAPERS IN 2018 BASED ON THE USE OF CRYO-EM. ONE WAS A STUDY OF THE YEAST OLIGOSACCHARYLTRANSFERASE ENZYME COMPLEX, WHICH PROVIDED THE FIRST HIGH-RESOLUTION IMAGES OF THE INTERACTIONS OF ITS MULTIPLE SUBUNITS. SEVEN PHOSPHOLIPID MOLECULES MEDIATE MANY OF THE INTER-SUBUNIT INTERACTIONS (BAI ET AL., NATURE 555(7696): 328-333). ANOTHER STUDY FOCUSED ON THE BACTERIAL SURFACE STRUCTURE CALLED A PILUS. USING CRYO-EM, AN INTERMEDIATE STAGE OF THE ASSEMBLY OF THE E. COLI PILUS WAS IMAGED. THE STRUCTURE SUGGESTED A MECHANISM FOR HOW THE GROWING PILUS IS STABILIZED AS IT INCORPORATES THOUSANDS OF SUBUNITS DURING ITS GROWTH, AND HAS IMPLICATIONS FOR THE TREATMENT OF URINARY TRACT INFECTIONS (DU ET AL., NATURE 562(7727): 444-447). THE LI LAB ALSO STUDIED THE STRUCTURE OF THE MTB CLPB COMPLEX, WHICH IS IMPORTANT TO THE SURVIVAL OF MYCOBACTERIUM TUBERCULOSIS. THEY IMAGED THE COMPLEX BOUND TO CASEIN AS A MODEL SUBSTRATE AND IDENTIFIED TWO DIFFERENT CONFORMERS. BASED ON THEIR DIFFERENCES, THEY SUGGEST A MECHANISM FOR HOW THE COMPLEX SUBUNITS ARE ABLE TO MOVE PEPTIDES DURING THE RESCUE OF DAMAGED PROTEINS (YU ET AL., PROCEEDINGS OF THE NATIONAL ACADEMY OF SCIENCES USA 115(41): E9560-E9569). KNOWLEDGE OF THIS MECHANISM MAY AID IN DEVELOPING FUTURE DRUGS EFFECTIVE AGAINST TUBERCULOSIS. FINALLY, THE LAB REPORTED THE STRUCTURE OF THE MEMBRANE-BOUND HYDROGENASE FROM THE HEAT-ADAPTED MICROBE PYROCOCCUS FURIOSUS. THIS IS AN ANCIENT RESPIRATION SYSTEM THAT OPERATES AT TEMPERATURES NEAR 100 DEGREES C. THE STRUCTURE IS COMPARED WITH THE RELATED QUINONE-REDUCING COMPLEX I AND THE DIFFERENCES IN THEIR ARCHITECTURE ARE DESCRIBED (YU ET AL., CELL 173(7): 1636-1649). |
| FORM 990, PART III, LINE 4B | LINE 4B - PROGRAM SERVICE ACTIVITY #2 CENTER FOR EPIGENETICS THE CENTER, ESTABLISHED IN 2014 AND DIRECTED BY PETER A. JONES, PH.D., D.SC. (HON), COMPRISES TEN LABORATORIES STUDYING EPIGENETICS, EPIGENOMICS, AND THE ROLE OF EPIGENETIC DYSFUNCTION IN CANCER, NEURODEGENERATIVE DISEASE, CARDIOVASCULAR DISEASE, AND VIRAL TRANSCRIPTION. DRS. XIAOBING SHI AND HONG WEN JOINED THE CENTER IN 2018. NEW GRANT AWARDS IN THIS FISCAL YEAR FOR CENTER RESEARCHERS AND TRAINEES INCLUDED AN R01, AN R21, AN R37, AND AN F32 FROM THE NATIONAL INSTITUTES OF HEALTH, NEW FUNDING FROM THE MICHIGAN ECONOMIC DEVELOPMENT COMMISSION, A GRANT FROM EVANS MDS, AND TWO NEW FELLOWSHIPS FROM THE CANADIAN INSTITUTES OF HEALTH RESEARCH AND THE AMERICAN SOCIETY OF HEMATOLOGY. TWO NIH GRANT SUBAWARDS WERE ALSO RECEIVED. THE VAN ANDEL RESEARCH INSTITUTE-STAND UP TO CANCER EPIGENETICS DREAM TEAM, LED BY PETER JONES AND STEPHEN BAYLIN, CONTINUED IN 2018 WITH ITS AIMS OF DEVELOPING NEW COMBINATION THERAPIES TO COMBAT CANCER AND MOVING PROMISING THERAPIES INTO CLINICAL TRIALS. THE TEAM FOCUSES ON EPIGENETIC MECHANISMS IN CELLS, WHICH HELP CONTROL WHETHER GENES ARE TURNED ON OR OFF, WITHOUT CHANGING THE DNA SEQUENCE ITSELF. THIS IS DONE PRIMARILY BY THE ADDITION OR REMOVAL OF METHYL GROUPS TO THE DNA OR ADDITION/REMOVAL OF METHYL OR ACETYL GROUPS FROM THE HISTONE PROTEINS AROUND WHICH DNA WRAPS. THE LABORATORY OF PETER JONES PUBLISHED IN 2018 A COMPREHENSIVE MAP OF MORE THAN 500,000 ENDOGENOUS RETROVIRUSES (ERVS) IN THE INTERGENIC REGIONS OF THE HUMAN GENOME. REPRESSIVE EPIGENETIC MARKS FOUND ON THE ERVS DEPENDED ON EVOLUTIONARY AGE, WITH DNA METHYLATION ASSOCIATED WITH YOUNGER AGE AND HISTONE METHYLATION WITH OLDER. THIS FINDING MAY AID IN PREDICTING CANCER RESPONSE TO EPIGENETIC THERAPIES (OHTANI ET AL., GENOME RESEARCH 28(8): 1147-1157). IN ANOTHER STUDY, OF OVARIAN CANCER CELLS, THE INHIBITION OF THE HISTONE METHYLTRANSFERASE ENZYME G9A COMBINED WITH 5-AZA-CDR PRODUCED ANTITUMOR EFFECTS INCLUDING ACTIVATION OF THE VIRAL DEFENSE RESPONSE AND INDUCTION OF CELL DEATH. SUCH A COMBINATION TREATMENT MAY BE A NOVEL STRATEGY FOR TREATING OVARIAN CANCER PATIENTS WHOSE CELLS HAVE HIGH EXPRESSION OF G9A (LIU ET AL., CANCER RESEARCH 78(20): 5754-5766). IN A THIRD 2018 PUBLICATION, THE JONES LAB LINKED THE FREQUENCY OF IMPRINTING OF THE NC886 RNA GENE IN INFANTS TO THE MOTHER'S AGE AT DELIVERY AND TO WHEN CONCEPTION OCCURRED DURING THE YEAR. THEY PROPOSE THAT SUCH IMPRINTING IS "TUNABLE" IN BEING ASSOCIATED WITH THE MATERNAL HAPLOTYPE AND THE PRENATAL ENVIRONMENT, PROVIDING A POSSIBLE WAY OF TRANSMITTING PHENOTYPES FROM MOTHER TO CHILD (PROCEEDINGS OF THE NATIONAL ACADEMY OF SCIENCES USA 115(51): E11970-E11977). THE JONES AND TRICHE LABS CONTRIBUTED TO THE FIRST STUDY OF THE EPIGENETIC DRUG AZACITIDINE IN COMBINATION WITH INTENSIVE CHEMOTHERAPY. THE RESULTS SHOWED THE SAFETY OF THE PAIRING AND OFFERED ENCOURAGING CLINICAL ACTIVITY. DNA METHYLATION OF THE FDFT1 GENE WAS HIGHLY ASSOCIATED WITH PATIENT CLINICAL OUTCOME (BLOOD 131(10): 1145-1148). THE TRICHE LAB ALSO IDENTIFIED A SET OF 14 TRANSPOSABLE ELEMENTS (TES) IN DNA THAT MAY BE A BIOMARKER FOR HIGH- OR LOW-RISK ACUTE MYELOID LEUKEMIA. THIS SET COULD PREDICT PROGNOSIS IN INDEPENDENT COHORTS OF 284 PEDIATRIC PATIENTS AND IN 19 RELAPSED ADULT PATIENTS. STUDIES OF THE UTILITY OF THIS MARKER IN OTHER CANCERS IS WARRANTED (SCIENTIFIC REPORTS 8(1): 16449). IN ANOTHER STUDY OF TES IN HEALTHY INDIVIDUALS, SENESCENT HEMATOPOIETIC STEM AND PROGENITOR CELLS (HSPCS) EXPRESSED MORE TES THAN DID ACTIVE HSPCS, AND SENESCENT CELLS LACKED DNA METHYLATION IN THE REGIONS EXPRESSING MORE TES. THIS IS THE FIRST REPORT CHARACTERIZING THE METHYLATION OF THESE CELLS (EXPERIMENTAL HEMATOLOGY 62: 33-38E6). THE ROTHBART LABORATORY DEVELOPED A HIGH-THROUGHPUT PROTEOMICS PLATFORM THAT MAPS THE SEQUENCE DETERMINANTS OF SUBSTRATE SELECTIVITY OF THE ENZYME LYSINE METHYLTRANSFERASE WITHOUT REQUIRING KNOWLEDGE OF A SUBSTRATE OR TARGET. IN THIS APPROACH, A LYSINE-ORIENTED PEPTIDE LIBRARY CAN BE USED TO IDENTIFY NEW SUBSTRATES AND TO DISCOVER NEW INHIBITORS OF THE ENZYME (CORNETT ET AL., SCIENCE ADVANCES 4(11): EAAV2623). THE LAB ALSO ANALYZED THE ACTIVITIES OF THE E3 UBIQUITIN LIGASES UHRF1 AND UHRF2 AND FOUND CONSERVED MODES OF RECOGNIZING HISTONE PROTEINS BUT DIFFERENT DNA-BINDING PROPERTIES. THE STUDY DESCRIBED THE DIFFERENCES IN THE ACTIVITY AND SUBSTRATES OF THESE TWO ENZYMES AND ASCRIBED THOSE DIFFERENCES TO THEIR CONTRASTING MOLECULAR ARCHITECTURES (VAUGHAN ET AL., NUCLEIC ACIDS RESEARCH 46(9): 4405-4416). FOR A STUDY OF THE SUBSTRATE SELECTIVITY OF UHRF1, THE LAB CONSTRUCTED EXPERIMENTAL SUBSTRATES AND ANALYZED THE ENZYME'S BINDING AND ACTIVITY TOWARD THEM. THE RESULTS SHOWED HOW THE ENZYME CHOOSES BETWEEN DNA AND HISTONE SUBSTRATES AND FOUND A "MOLECULAR SWITCH" THAT REDIRECTS UHRF1 ACTIVITY AWAY FROM HISTONES (VAUGHAN ET AL., PROCEEDINGS OF THE NATIONAL ACADEMY OF SCIENCES USA 115(35): 8775-8780). THIS STUDY PROVIDES A BASIS FOR FUTURE STUDIES OF UHRF1 FUNCTION AND ITS EFFECT ON THE CHROMATIN ACTIVITY OF THE DNMT1 ENZYME. THE LAIRD AND SHEN LABS REPORTED A NEW CLASS OF ARTIFACTS IN DNA METHYLATION MEASUREMENTS USING COMMON METHYLATION ARRAYS. THEY ALSO REPORTED A SOLUTION THAT ADDRESSES THESE PROBLEMS USING THE R PACKAGE SESAME, A SOLUTION THAT OUTPERFORMED THE EXISTING BEST STANDARDS FOR CROSS-PLATFORM CONSISTENCY (ZHOU ET AL., NUCLEIC ACIDS RESEARCH 46(20): E123). ANOTHER STUDY BY THE TWO LABS WAS BASED ON THE LOSS OF DNA METHYLATION IN CANCER GENOMES, ANALYZING A LARGE AND DIVERSE SET OF DATA SETS BY WHOLE-GENOME BISULFITE SEQUENCING. IN CANCER, LACK OF METHYLATION IN CERTAIN DOMAINS OF THE GENOME LIKELY REFLECTS MITOTIC AGE, WHICH GENERALLY IS CORRELATED WITH CHRONOLOGICAL AGE AND WHICH MIGHT FUNCTION AS A MITOTIC CLOCK (ZHOU ET AL., NATURE GENETICS 50: 591-602). THE LAIRD AND SHEN LABS HAVE ALSO BEEN HEAVILY INVOLVED IN THE CANCER GENOME ATLAS RESEARCH NETWORK. FROM THIS WORK CAME STUDIES TITLED "COMPARATIVE MOLECULAR ANALYSIS OF GASTROINTESTINAL ADENOCARCINOMAS" (LIU ET AL., CANCER CELL 33(4): 721-735.E8) AND "INTEGRATED MOLECULAR CHARACTERIZATION OF TESTICULAR GERM CELL TUMORS" (SHEN ET AL., CELL REPORTS 23(11): 3392-3406). IN ADDITION, A SERIES OF OVER TWO DOZEN "PAN-CANCER" PAPERS WERE PUBLISHED BY THE NETWORK IN THE SPRING OF 2018 IN WHICH DRS. LAIRD AND SHEN (OR BOTH) WERE COAUTHORS. LAIRD WAS THE LAST AUTHOR ON ONE OF THREE FLAGSHIP THEMATIC PAPERS, "CELL-OF-ORIGIN PATTERNS DOMINATE THE MOLECULAR CLASSIFICATION OF 10,000 TUMORS FROM 33 TYPES OF CANCER" (HOADLEY ET AL., CELL 173(2): 291-304.E6), AND SHEN WAS ONE OF SIX EXPERTS INVITED TO AUTHOR A RETROSPECTIVE ON TCGA'S LEGACY. A SAMPLING OF THE PAN-CANCER PAPERS INCLUDES "GENOMIC AND MOLECULAR LANDSCAPE OF DNA DAMAGE REPAIR DEFICIENCY ACROSS THE CANCER GENOME ATLAS" (KNIJNENBURG ET AL., CELL REPORTS 33(4): 721-735.E8); "MACHINE LEARNING IDENTIFIES STEMNESS FEATURES ASSOCIATED WITH ONCOGENIC DEDIFFERENTIATION" (MALTA ET AL., CELL 173(2): 338-354.E15); "THE IMMUNE LANDSCAPE OF CANCER" (THORSSON ET AL., IMMUNITY 48(4): 812-830.E13); AND "ONCOGENIC SIGNALING PATHWAYS IN THE CANCER GENOME ATLAS" (SANCHEZ-VEGA ET AL., CELL 173(2): 321-337.E10). |
| FORM 990, PART III, LINE 4C | LINE 4C - PROGRAM SERVICE ACTIVITY #3 CENTER FOR NEURODEGENERATIVE SCIENCE THE CENTER WAS ESTABLISHED IN 2012 UNDER PATRIK BRUNDIN, M.D., PH.D., WHO IS ALSO ASSOCIATE DIRECTOR OF VARI. IT CURRENTLY HAS NINE LABORATORIES STUDYING PARKINSON'S DISEASE, ALZHEIMER'S DISEASE, PRIONS, AND THE RELATIONSHIPS BETWEEN DEPRESSION, SUICIDE, AND BRAIN INFLAMMATION. CENTER RESEARCHERS AND TRAINEES DURING THIS FISCAL YEAR RECEIVED TWO R21 GRANTS FROM THE NATIONAL INSTITUTES OF HEALTH AND FOUR AWARDS FROM THE MICHAEL J. FOX FOUNDATION, AS WELL AS AWARDS FROM THE U.S. DEPARTMENT OF DEFENSE, THE EAST TENNESSEE FOUNDATION, AND MICHIGAN STATE UNIVERSITY. ALSO RECEIVED WAS A FELLOWSHIP FROM THE PARKINSONS'S DISEASE FOUNDATION, AND FOUR GRANT SUBAWARDS. PATRIK BRUNDIN'S LABORATORY BIOCHEMICALLY PROFILED MORE THAN 250 CHEMICALS FOUND IN BRAIN TISSUE AND SERUM FROM A PARKINSON'S DISEASE MOUSE MODEL (GRAHAM ET AL., JOURNAL OF PROTEOME RESEARCH 17(7): 2460-2469). THEY IDENTIFIED THE BEST SIX OF THESE METABOLITES IN TERMS OF IDENTIFYING DISEASED ANIMALS FROM CONTROLS. THE STUDY PROVIDES AN EARLY STEP IN DEVELOPING ROBUST BIOMARKERS FOR PARKINSON'S DISEASE, WHICH ARE LACKING. ANOTHER STUDY PROFILED 18 BILE ACIDS FOUND IN THE SERUM OF MICE HAVING PRODROMAL PARKINSON'S DISEASE (GRAHAM ET AL., METABOLITES 8(4): 71). THE CONCENTRATIONS OF THREE OF THESE COMPOUNDS WERE SIGNIFICANTLY DIFFERENT FROM THOSE OF CONTROL MICE, AND THOSE DATA COULD DISCRIMINATE BETWEEN PRODROMAL AND CONTROL MICE WITH HIGH ACCURACY. THESE COMPOUNDS ARE CANDIDATE BIOMARKERS FOR PREDICTING PARKINSON'S DISEASE AND POSSIBLY ITS PROGRESSION. IN A THIRD STUDY, THE LAB REPORTED THAT 12-18 MONTHS AFTER INJECTION OF ALPHA-SYNUCLEIN FIBRILS INTO THE MOUSE OLFACTORY BULB, THE NUMBER OF BRAIN REGIONS SHOWING PARKINSON'S-LIKE PATHOLOGY INCREASED, BUT AT 23 MONTHS, NO ADDITIONAL REGIONS WERE AFFECTED (REY ET AL., ACTA NEUROPATHOLOGICA 135(1): 65-83). THE REASON FOR THE LACK OF CONTINUED PROGRESSION COULD BE COMPROMISED NEURAL CIRCUITRY DUE TO THE EXTENT OF NEURON DEATH FROM THE PATHOLOGY. VIVIANE LABRIE'S LAB PUBLISHED A PAPER SHOWING THAT, IN TWO INDEPENDENT EPIDEMIOLOGICAL DATA SETS INVOLVING NEARLY 1.7 MILLION INDIVIDUALS FOR UP TO 52 YEARS, REMOVAL OF THE APPENDIX WAS ASSOCIATED WITH A LOWER RISK OF PARKINSON'S DISEASE (KILLINGER ET AL., SCIENCE TRANSLATIONAL MEDICINE 10: EAAR5280). THE STUDY SHOWED THAT THE HEALTHY APPENDIX CONTAINS ALPHA-SYNUCLEIN AGGREGATES LIKE THOSE FOUND IN LEWY BODIES, WHICH ARE A HALLMARK OF PARKINSON'S DISEASE NEURONS. THE AUTHORS CONCLUDED THAT THE APPENDIX CONTAINS FORMS OF ALPHA-SYNUCLEIN THAT AFFECT THE RISK OF DEVELOPING PARKINSON'S DISEASE AND THAT REMOVAL OF THE APPENDIX MAY HAVE BENEFIT IF DONE EARLY IN LIFE, PARTICULARLY FOR PERSONS LIVING IN RURAL AREAS. PRION DISEASES ARE FATAL NEURODEGENERATIVE DISORDERS THAT AFFECT HUMANS AND ANIMALS. THE MA LABORATORY COMPARED ENZYME-DIGESTED AND UNDIGESTED RECOMBINANT PRIONS. A TIME COURSE STUDY SHOWED THAT AN INCREASED CAPABILITY TO SEED THE CONVERSION OF NORMAL PRION PROTEIN TO A PATHOGENIC FORM WAS RELATED TO THE AMOUNT OF ENZYME-RESISTANT RECOMBINANT PRION FRAGMENTS (WANG ET AL., ACTA NEUROPATHOLOGICA COMMUNICATIONS 6: 30). THE MA LAB ALSO COLLABORATED IN A STUDY OF THE ROLE OF 14-3-3 PROTEINS IN THE CELL-TO-CELL TRANSFER OF ALPHA-SYNUCLEIN. SUCH PROTEINS REDUCED ALPHA-SYNUCLEIN TRANSFER AND TOXICITY, BUT INHIBITION OF 14-3-3 PROTEINS ACCELERATED THE TRANSFER. DYSFUNCTION OF 14-3-3 PROTEINS MAY BE A KEY ELEMENT IN ALPHA-SYNUCLEIN PROPAGATION (WANG ET AL., JOURNAL OF NEUROSCIENCE 38(38): 8211-8232). IN ANOTHER PROJECT, THEY STUDIED THE AGGREGATION OF ALPHA-SYNUCLEIN IN BRAIN TISSUE FROM PATIENTS WHO HAD THE NEURODEGENERATIVE DISORDER CALLED MULTIPLE SYSTEM ATROPHY. ADAPTING THE PMCA ASSAY, THEY CONFIRMED THAT THE SEEDING ACTIVITY OF ALPHA-SYNUCLEIN REMAINS ACTIVE EVEN IN FORMALDEHYDE-FIXED TISSUES (BECKER ET AL., MOLECULAR NEUROBIOLOGY 55(11): 8728-8737). THIS STUDY ALSO PROVIDES A BASIS FOR FURTHER ADAPTING THE PMCA ASSAY FOR EVALUATING ALPHA-SYNUCLEIN AGGREGATES AS A BIOMARKER OF DISEASE. DARREN MOORE'S LAB REPORTED A NEW FUNCTIONAL INTERACTION BETWEEN THE PARKIN AND VPS35 PROTEINS, BOTH OF WHICH HAVE BEEN FOUND MUTATED IN INHERITED PARKINSON'S DISEASE (WILLIAMS ET AL., HUMAN MOLECULAR GENETICS 27(18): 3189-3205). PARKIN UBIQUITINATES VPS35 IN HUMAN NEURONS, A PROCESS THAT MAY BE INVOLVED IN REGULATING RETROMER-DEPENDENT SORTING AND WHICH MAY HAVE EFFECTS IN PARKINSON'S DISEASE. IN ANOTHER STUDY, THE LAB FOCUSED ON THE LRRK2 GENE, MUTATIONS IN WHICH CAUSE LATE-ONSET PARKINSON'S DISEASE. SUCH MUTATIONS TYPICALLY CAN GIVE RISE TO THE CHARACTERISTIC LEWY BODIES IN NEURONS BUT CAN ALSO INDUCE TAU-POSITIVE NEUROPATHOLOGY. THE DATA SUGGESTED THAT MUTANT TAU-INDUCED PATHOLOGY IS INDEPENDENT OF LRRK2 EXPRESSION BUT ALSO SHOWED A NOVEL ROLE FOR LRRK2 IN PROMOTING NEURONAL TRANSMISSION OF WILD-TYPE TAU PROTEIN. THIS FINDING MAY AID IN UNDERSTANDING HOW TAU PATHOLOGY DEVELOPS IN THE BRAINS OF PATIENTS WHO HAVE LRRK2-RELATED DISEASE (NGUYEN ET AL., HUMAN MOLECULAR GENETICS 27(1): 120-134). THE COETZEE LABORATORY PUBLISHED A STUDY COMPARING GENOME-WIDE GENE EXPRESSION IN UNDIFFERENTIATED AND DIFFERENTIATED LUHMES CELLS AS MODELS OF THE HUMAN NEURONS AFFECTED BY PARKINSON'S DISEASE. ONLY DIFFERENTIATED CELLS SHOWED AN INCREASE IN GENETIC POLYMORPHISMS THAT CARRY A RISK FOR PARKINSON'S DISEASE (PIERCE ET AL., NEUROBIOLOGY OF DISEASE 118: 53-64). THE LAB ALSO COLLABORATED ON A STUDY OF GENETIC REGULATORY ELEMENTS INVOLVED IN PROSTATE CANCER RISK (GUO ET AL., GENOME BIOLOGY 19: 160). THAT STUDY IDENTIFIED RISK-ASSOCIATED SITES FOR BINDING OF THE CTCF PROTEIN IN LONG-RANGE CHROMATIN LOOPS. THE DELETION OF THOSE SITES VIA THE CRISPR-CAS TECHNIQUE INCREASED GENE EXPRESSION WITHIN THE LOOPS. ANOTHER COLLABORATIVE PROJECT FOCUSED ON COLORECTAL CANCER AND INVOLVED A GENOME-WIDE ASSOCIATION STUDY BASED ON SAMPLES FROM MORE THAN 160,000 INDIVIDUALS (SCHMIT ET AL., JOURNAL OF THE NATIONAL CANCER INSTITUTE, IN PRESS). THE RESULTS PROVIDE INSIGHT INTO THE GENETIC ARCHITECTURE THAT CONTRIBUTES TO COLORECTAL CANCER AND WILL HELP IMPROVE THE SCREENING OF INDIVIDUALS FOR PREDICTING THEIR RISK OF THE DISEASE. |
| FORM 990, PART IX, COLUMN D | FUNDRAISING EXPENSES AT VARI WERE INCURRED TO SUPPORT THE MISSION OF THE RESEARCH INSTITUTE THROUGH DONOR SOLICITATION, GRANT SOLICITATION AND EXTRAMURAL PROPOSAL PREPARATION. |
| FORM 990, PART X, LINE 33 | VARI NET ASSETS ARE CONSIDERED ON A CONSOLIDATED BASIS WITH VAN ANDEL INSTITUTE (VAI)AND VAN ANDEL EDUCATION INSTITUTE (VAEI). ON A CONSOLIDATED BASIS, NET ASSETS ARE $1,545,485,000 PER AUDITED FINANCIAL STATEMENTS. THE NEGATIVE NET ASSET BALANCE AT VARI IS DUE TO VAI FUNDING EXPENSES ON A CASH BASIS AND THE UNREALIZED LOSS RECORDED IN ASSOCIATION WITH THE INTEREST RATE SWAP. |
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| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (17 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| VAN ANDEL INSTITUTE | ||
| C | $54,765,920 | ACTUAL AMOUNT PAID |
| VAN ANDEL INSTITUTE | ||
| E | $19,640,000 | TOTAL RECORDED |
| VAN ANDEL INSTITUTE | ||
| N | $313,545 | ALLOCATION BASED ON SQ. FOOTAGE |
| VAN ANDEL INSTITUTE | ||
| P | $1,258,660 | ACTUAL AMOUNT PAID |
| VAN ANDEL INSTITUTE | ||
| N | $191,463 | ALLOCATION BASED ON EFFORT |
| VAN ANDEL INSTITUTE | ||
| O | $1,283,588 | ALLOCATION BASED ON EFFORT |
| VAN ANDEL EDUCATION INSTITUTE | ||
| P | $178,528 | ACTUAL AMOUNT PAID |
| VAN ANDEL EDUCATION INSTITUTE | ||
| Q | $1,642,569 | ACTUAL AMOUNT RECEIVED |
| VAN ANDEL EDUCATION INSTITUTE | ||
| N | $48,313 | ALLOCATION BASED ON EFFORT |
| VAN ANDEL EDUCATION INSTITUTE | ||
| O | $323,896 | ALLOCATION BASED ON EFFORT |
| VAN ANDEL INSTITUTE GRADUATE SCHOOL | ||
| O | $79,895 | APPORTIONED FY18 COMPENSATION |
| VAN ANDEL INSTITUTE GRADUATE SCHOOL | ||
| N | $23,262 | ALLOCATION BASED ON EFFORT |
| VAN ANDEL INSTITUTE GRADUATE SCHOOL | ||
| N | $176,369 | ALLOCATION BASED ON SQ. FOOTAGE |
| VAN ANDEL INSTITUTE GRADUATE SCHOOL | ||
| Q | $240,227 | ACTUAL AMOUNT RECEIVED |
| VAN ANDEL INSTITUTE GRADUATE SCHOOL | ||
| O | $155,950 | ALLOCATION BASED ON EFFORT |
| VAN ANDEL INSTITUTE | ||
| Q | $6,480,507 | ACTUAL AMOUNT PAID |
| VAN ANDEL INSTITUTE | ||
| E | $5,975,807 | TOTAL RECORDED |