OKLAHOMA MEDICAL RESEARCH FOUNDATION: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- OKLAHOMA MEDICAL RESEARCH FOUNDATION (EIN 73-0580274)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2019-05-13
- IRS object ID
- 201911349349307961
- Schema version
- 2017v2.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule J
- Schedule K
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-13T12:05:08-07:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 730580274 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OKLAHOMA MEDICAL RESEARCH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OKLA | BusinessNameControlTxt |
| Phone | 4052717421 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 825 NE 13th Street | AddressLine1Txt |
| City | Oklahoma City | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73104 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Tim Hassen | PersonNm |
| Person Title | Chief Financial Officer | PersonTitleTxt |
| Phone | 4052717421 | PhoneNum |
| Signature | 2019-05-13 | SignatureDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 157.142.200.2 | IPv4AddressTxt |
| 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 | Tim Hassen VP and CFO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 825 NE 13th Street | AddressLine1Txt |
| City | Oklahoma City | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $132,885,258 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.omrf.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1946 | FormationYr |
| Legal Domicile State | OK | LegalDomicileStateCd |
| Activity Or Mission | Oklahoma Medical Research Foundation (OMRF) is dedicated to developing a better understanding of and more effective treatments for human disease. | ActivityOrMissionDesc |
| Voting Members Governing Body | 70 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 70 | VotingMembersIndependentCnt |
| Total Employee | 532 | TotalEmployeeCnt |
| Total Volunteers | 70 | TotalVolunteersCnt |
| Total Gross UBI | $6,304 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $22,282 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $58,846,030 | PYContributionsGrantsAmt |
| CY Contributions Grants | $58,406,493 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $9,992,552 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $23,054,835 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,487,212 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,679,205 | CYInvestmentIncomeAmt |
| PY Other Revenue | $5,469,397 | PYOtherRevenueAmt |
| CY Other Revenue | $5,642,641 | CYOtherRevenueAmt |
| PY Total Revenue | $78,795,191 | PYTotalRevenueAmt |
| CY Total Revenue | $91,783,174 | 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 | $35,108,542 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $37,608,837 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,917,006 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $40,004,795 | PYOtherExpensesAmt |
| CY Other Expenses | $51,600,819 | CYOtherExpensesAmt |
| PY Total Expenses | $75,113,337 | PYTotalExpensesAmt |
| CY Total Expenses | $89,209,656 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,681,854 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,573,518 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $390,204,230 | TotalAssetsBOYAmt |
| Total Assets EOY | $404,739,259 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $55,594,045 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $55,574,718 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $334,610,185 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $349,164,541 | NetAssetsOrFundBalancesEOYAmt |
| Mission | OMRF is dedicated to developing a better understanding of and more effective treatments for human disease. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $32,003,078 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $23,054,835 | RevenueAmt |
| Desc | Arthritis & Clinical Immunology/Clinical Operations - 2018 saw the launch of a pair of watershed clinical trials at OMRF: one to prevent lupus, the other to stop rheumatoid arthritis before it takes hold in patients. With these new studies, OMRF is now home to almost 40 clinical trials for new treatments for autoimmune diseases. The initiatives not only deliver novel experimental treatments to people suffering from lupus, RA and multiple sclerosis, but they also help scientists develop new insights into stopping these life-altering illnesses. By blending lab research with patient studies, program leader Dr. Judith James has created a model for how physicians and scientists can work together to create better outcomes for people suffering from diseases in which the body mistakenly turns the immune system against itself. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,308,364 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | Cardiovascular Biology Research Program - Highlights from the past year spanned a broad range of health problems. One scientist helped solve a puzzling genetic mystery, opening the door to new treatments for a young patient suffering from a rare disorder. Another research team pinpointed the cause of liver bleeding during Tylenol overdose, which results in 56,000 ER visits in the U.S. each year and is the leading cause of liver transplants. In experiments, the researchers also found a way to treat overdoses using an existing prescription drug, a discovery whose therapeutic impact could be lifesaving. Finally, work in OMRF labs blazed a new path for treating deep vein thrombosis, a potentially fatal blood clotting disorder that claims up to 100,000 American lives each year. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,998,999 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | Aging and Metabolism Research Program - With the goal of lengthening people's healthspans - the period of time they enjoy active, productive lives - scientists in this program secured a grant to study whether a compound that's naturally produced in broccoli, cauliflower and Brussels sprouts can protect eyes from macular degeneration. They also found that high-carbohydrate diets increased the risk of osteoarthritis in mice, even when the animals didn't differ in weight. The year ended with the successful recruitment of a trio of new researchers, each focused on fighting aging in a different vital bodily network: the brain and nervous system; the cardiovascular system; and our muscles. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $41,325,667 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $3,737,072 | RevenueAmt |
| Desc | Other program services include departments such as Cell Cycle and Cancer Biology, Functional and Chemical Genomics, Laboratory of Coagulation Biology and other scientific and research support services. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $41,325,667 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $3,737,072 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $82,636,108 | 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 | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | Yes (1) | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln 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 | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 128 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 532 | 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 | Yes (1) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (1) | NondeductibleContriDisclInd |
| 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 |
| Form8899 Filedind | 1 | Form8899Filedind |
| Form1098 C Filed | Yes (1) | Form1098CFiledInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 70 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 70 | 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 | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
| Other | Yes (X) | OtherInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Tim Hassen | PersonNm |
| Phone | 4052717421 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 825 NE 13th Street | AddressLine1Txt |
| City | Oklahoma City | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73104 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (87 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| Anoatubby Bill | |||||||||
| Board member | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Bell Sharon | |||||||||
| Board Member | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Benbrook Bruce | |||||||||
| Board Member | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Benham Lance | |||||||||
| Board Member | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Boghetich Jil | |||||||||
| Board Member | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Braught Barbara | |||||||||
| Board Member | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Brown Randy | |||||||||
| Board Member | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Burgess Ellen | |||||||||
| Board Member | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Carolina Mike | |||||||||
| Board Member | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Carroll Michael | |||||||||
| Board Member | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Cason Len | |||||||||
| Board Member | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Cawley Michael | |||||||||
| Board Member | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Champlin Hiram | |||||||||
| Board Member | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Collins Mark | |||||||||
| Board Member | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Drake Ramsey | |||||||||
| Board Member | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Duncan Walt | |||||||||
| Board Member | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Eagan Claire | |||||||||
| Board Member | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Edwards Carl | |||||||||
| Board Member | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Evans Pat | |||||||||
| Board Member | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Everest Christy | |||||||||
| Board Member | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Felton Ann | |||||||||
| Board Member | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Fergeson Ken | |||||||||
| Board Member | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Fischer Malinda | |||||||||
| Board Member | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Funke Mark | |||||||||
| Board Member | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Gamble Gerald | |||||||||
| Board Member | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Griffin John | |||||||||
| Board Member | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Groendyke Virginia | |||||||||
| Board Member | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Haglund Jacqui | |||||||||
| Board Member | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Hall Brooks | |||||||||
| Board Member | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Hargis Burns | |||||||||
| Board Member | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Hatfield Judy | |||||||||
| Board Member | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Hawley Bill | |||||||||
| Board Member | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Henry Kim | |||||||||
| Board Member | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Henry Robert | |||||||||
| Board Member | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Hogan Randy | |||||||||
| Board Member | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Holmes Jerome | |||||||||
| Board Member | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Hudson Cliff | |||||||||
| Board Member | 1 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Jameson Brett | |||||||||
| Board Member | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Johnstone Bill | |||||||||
| Board Member | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Kelly Michael | |||||||||
| Board Member | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Kern Terence | |||||||||
| Board Member | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Kerr Lou | |||||||||
| Board Member | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Levy Harrison | |||||||||
| Board Member | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Little Dan | |||||||||
| Board Member | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Loughridge Bill | |||||||||
| Board Member | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Mahaney Mindy | |||||||||
| Board Member | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| McCarty Jack | |||||||||
| Board Member | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Morris Jim | |||||||||
| Board Member | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Nichols Larry | |||||||||
| Board Member | 1 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Parry Richard | |||||||||
| Board Member | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Patten Rebecca | |||||||||
| Board Member | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Payne Bond | |||||||||
| Board Member | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Pierson Gary | |||||||||
| Board Member | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Pitman Don | |||||||||
| Board Member | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Rainbolt David | |||||||||
| Board Member | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Replogle Dee | |||||||||
| Board Member | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Rooney Pat | |||||||||
| Board Member | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Ross Bob | |||||||||
| Board Member | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Samis Mike | |||||||||
| Board Member | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Saxon John | |||||||||
| Board Member | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Schulte Paul | |||||||||
| Board Member | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Stough Phyllis | |||||||||
| Board Member | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Swimmer Ross | |||||||||
| Board Member | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Switzer Becky | |||||||||
| Board Member | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Taylor Steven | |||||||||
| Board Member | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Thorpe Betsy | |||||||||
| Board Member | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Walton Greg | |||||||||
| Board Member | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Williams Jr G Rainey | |||||||||
| Board Member | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Wymer Deane | |||||||||
| Board Member | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Yauk Sarah | |||||||||
| Board Member | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Prescott Stephen | |||||||||
| President and CEO | 50 | 0 | $2,436,742 | $0 | $342,316 | Yes (X) | |||
| James Judith | |||||||||
| VP of Clinical Affairs and Program Chair | 50 | 0 | $442,288 | $0 | $102,440 | Yes (X) | |||
| McEver Rodger | |||||||||
| VP of Research and Member | 50 | 0 | $289,242 | $0 | $44,123 | Yes (X) | |||
| Morgan Chip | |||||||||
| Executive VP & Chief Operating Officer | 50 | 0 | $239,458 | $0 | $38,171 | Yes (X) | |||
| Cohen Adam | |||||||||
| Sr VP & General Counsel | 50 | 0 | $237,283 | $0 | $42,355 | Yes (X) | |||
| Hassen Tim | |||||||||
| VP and CFO | 50 | 0 | $230,026 | $0 | $50,466 | Yes (X) | |||
| Voss Penny | |||||||||
| VP of Development | 50 | 0 | $208,247 | $0 | $61,793 | Yes (X) | |||
| Nair Manu | |||||||||
| VP of Technology Transfer | 50 | 0 | $207,615 | $0 | $41,498 | Yes (X) | |||
| Courtney Greenwood | |||||||||
| VP of Human Resources | 50 | 0 | $144,872 | $0 | $35,697 | Yes (X) | |||
| Day Lisa | |||||||||
| VP of Business and Government Affairs | 50 | 0 | $126,999 | $0 | $25,775 | Yes (X) | |||
| Pardo Gabriel | |||||||||
| Associate Member, Arthritis and Clinical Immunology | 50 | 0 | $334,939 | $0 | $46,666 | Yes (X) | |||
| Xia Lijun | |||||||||
| Program Chair Cardiovascular Biology | 50 | 0 | $251,198 | $0 | $59,346 | Yes (X) | |||
| Jones David | |||||||||
| Program Chair, Functional and Chemical Genomics | 50 | 0 | $306,868 | $0 | $46,666 | Yes (X) | |||
| Gaffney Patrick | |||||||||
| Program Chair, Arthritis and Clinical Immunology | 50 | 0 | $287,952 | $0 | $58,703 | Yes (X) | |||
| Nath Swapan | |||||||||
| Member, Arthritis and Clinical Immunology | 50 | 0 | $248,618 | $0 | $46,299 | Yes (X) | |||
| Rezaie Alireza | |||||||||
| Member Cardiovascular Biology | 50 | 0 | $244,089 | $0 | $31,698 | Yes (X) | |||
| Tummala Saigiridhar | |||||||||
| Assoc VP Comparative Medicine | 50 | 0 | $229,186 | $0 | $44,105 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $6,465,622 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,118,117 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 56 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Infusion Management LLC | |||||
| 11233 Shadow Creek Pkwy | Pearland | TX | 77584 | Medical Billing Services | $10,231,111 |
| Aramark | |||||
| 24863 Network Pl | Chicago | IL | 606731248 | HouseKeeping Services | $518,173 |
| Grant Thornton LLP | |||||
| 211 N Robinson Ave | Oklahoma City | OK | 73102 | Audit Services | $118,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $100,857 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $650,424 | FundraisingAmt |
| Related Organizations | $0 | RelatedOrganizationsAmt |
| Government Grants | $34,176,007 | GovernmentGrantsAmt |
| All Other Contributions | $23,479,205 | AllOtherContributionsAmt |
| Noncash Contributions | $166,222 | NoncashContributionsAmt |
| Total Contributions | $58,406,493 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Clinic Revenue | Desc |
| Business | 621399 | BusinessCd |
| Total Revenue Column | $23,054,835 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $23,054,835 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $23,054,835 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,773,011 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $2,375 | UnrelatedBusinessRevenueAmt |
| Exclusion | $6,770,636 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $85,916 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $85,916 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,763,895 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,434,726 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,329,169 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $363,468 | RealAmt |
| Personal | $0 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $363,468 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $363,468 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $363,468 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $38,373,595 | SecuritiesAmt |
| Other | $427,596 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $40,747,053 | SecuritiesAmt |
| Other | $233,860 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$2,373,458 | SecuritiesAmt |
| Other | $193,736 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$2,179,722 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $3,929 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$2,183,651 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $57,780 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $650,424 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $121,171 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$63,391 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$63,391 | ExclusionAmt |
| 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 |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| 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 |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Laboratory Income | 541380 | $2,302,346 | $2,302,346 | $0 | $0 |
| Cafe Income | 722212 | $276,323 | $0 | $0 | $276,323 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,578,669 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $91,783,174 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $26,791,907 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $6,304 | UnrelatedBusinessRevenueAmt |
| Exclusion | $6,578,470 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,148,909 | TotalAmt |
| Program Services | $3,883,474 | ProgramServicesAmt |
| Management And General | $1,057,188 | ManagementAndGeneralAmt |
| Fundraising | $208,247 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,482,238 | TotalAmt |
| Program Services | $21,859,615 | ProgramServicesAmt |
| Management And General | $639,173 | ManagementAndGeneralAmt |
| Fundraising | $983,450 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,670,165 | TotalAmt |
| Program Services | $1,501,694 | ProgramServicesAmt |
| Management And General | $98,955 | ManagementAndGeneralAmt |
| Fundraising | $69,516 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,412,436 | TotalAmt |
| Program Services | $4,573,440 | ProgramServicesAmt |
| Management And General | $668,944 | ManagementAndGeneralAmt |
| Fundraising | $170,052 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,895,089 | TotalAmt |
| Program Services | $1,703,929 | ProgramServicesAmt |
| Management And General | $112,282 | ManagementAndGeneralAmt |
| Fundraising | $78,878 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,661 | TotalAmt |
| Program Services | $42,960 | ProgramServicesAmt |
| Management And General | $17,701 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $118,000 | TotalAmt |
| Program Services | $83,568 | ProgramServicesAmt |
| Management And General | $34,432 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,034 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $60,034 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,399,017 | TotalAmt |
| Program Services | $1,399,017 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $548,070 | TotalAmt |
| Program Services | $326,751 | ProgramServicesAmt |
| Management And General | $67,773 | ManagementAndGeneralAmt |
| Fundraising | $153,546 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $838,044 | TotalAmt |
| Program Services | $713,276 | ProgramServicesAmt |
| Management And General | $97,298 | ManagementAndGeneralAmt |
| Fundraising | $27,470 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,406,911 | TotalAmt |
| Program Services | $2,664,458 | ProgramServicesAmt |
| Management And General | $742,357 | ManagementAndGeneralAmt |
| Fundraising | $96 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $700,870 | TotalAmt |
| Program Services | $635,236 | ProgramServicesAmt |
| Management And General | $48,731 | ManagementAndGeneralAmt |
| Fundraising | $16,903 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $149,839 | TotalAmt |
| Program Services | $148,885 | ProgramServicesAmt |
| Management And General | $954 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $966,299 | TotalAmt |
| Program Services | $948,055 | ProgramServicesAmt |
| Management And General | $18,244 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,620,347 | TotalAmt |
| Program Services | $7,266,037 | ProgramServicesAmt |
| Management And General | $354,310 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $303,205 | TotalAmt |
| Program Services | $214,730 | ProgramServicesAmt |
| Management And General | $88,475 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Lab supplies | $6,334,316 | $6,334,316 | $0 | $0 |
| Trainee costs | $1,082,174 | $1,082,174 | $0 | $0 |
| Inhouse | $1,019,187 | $983,367 | $23,815 | $12,005 |
| Subcontracts | $24,835,105 | $24,835,105 | $0 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,158,740 | TotalAmt |
| Program Services | $1,436,021 | ProgramServicesAmt |
| Management And General | $525,876 | ManagementAndGeneralAmt |
| Fundraising | $196,843 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,209,656 | TotalAmt |
| Program Services | $82,636,108 | ProgramServicesAmt |
| Management And General | $4,656,542 | ManagementAndGeneralAmt |
| Fundraising | $1,917,006 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,800 | BOYAmt |
| EOY | $4,200 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,855,994 | BOYAmt |
| EOY | $22,699,110 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,599,323 | BOYAmt |
| EOY | $6,573,788 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,537,322 | BOYAmt |
| EOY | $4,945,865 | 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 | $292,000 | BOYAmt |
| EOY | $102,500 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,159 | BOYAmt |
| EOY | $13,070 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $326,363 | BOYAmt |
| EOY | $288,761 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $230,136,490 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $129,715,735 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $104,152,786 | BOYAmt |
| EOY | $100,420,755 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $102,745,415 | BOYAmt |
| EOY | $110,679,441 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,497,688 | BOYAmt |
| EOY | $13,632,479 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $140,178,380 | BOYAmt |
| EOY | $145,379,290 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $390,204,230 | BOYAmt |
| EOY | $404,739,259 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,935,365 | BOYAmt |
| EOY | $10,458,467 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,098,984 | BOYAmt |
| EOY | $1,795,563 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,355,000 | BOYAmt |
| EOY | $37,605,000 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,204,696 | BOYAmt |
| EOY | $5,715,688 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,594,045 | BOYAmt |
| EOY | $55,574,718 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $106,534,776 | BOYAmt |
| EOY | $113,467,709 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,977,643 | BOYAmt |
| EOY | $42,961,441 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $187,097,766 | BOYAmt |
| EOY | $192,735,391 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $334,610,185 | BOYAmt |
| EOY | $349,164,541 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $390,204,230 | BOYAmt |
| EOY | $404,739,259 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,573,518 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $6,104,853 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $5,875,985 | 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $55,514,837 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $51,509,291 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $55,448,766 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $58,391,949 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $58,406,493 | CurrentTaxYearAmt |
| Total | $279,271,336 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $55,514,837 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $51,509,291 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $55,448,766 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $58,391,949 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $58,406,493 | CurrentTaxYearAmt |
| Total | $279,271,336 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $47,805,450 | SubstantialContributorsTotAmt |
| Public Support Total170 | $231,465,886 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,350,970 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,537,705 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,651,582 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,182,195 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,549,189 | CurrentTaxYearAmt |
| Total | $34,271,641 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,304 | CurrentTaxYearAmt |
| Total | $5,304 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $721,289 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $724,249 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $287,716 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $732,460 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $334,103 | CurrentTaxYearAmt |
| Total | $2,799,817 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $316,348,098 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $66,476,904 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.73168 | PublicSupportCY170Pct |
| Public Support PY170 | 0.73061 | 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, Line 10 | FormAndLineReferenceDesc |
| Explanation | Other income includes cafeteria sales as well as fundraising income that was not included in contributions. | ExplanationTxt |
Schedule B IRS990ScheduleB
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $614,653 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $614,653 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule C, Part II-B, Line 1 | FormAndLineReferenceDesc |
| Explanation | The Foundation's lobbying activities entail monitoring proposed legislation and educating legislators and their staffs about the Foundation, medical research and the impact of proposed legislation on medical research and the Foundation. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $91,545,136 | BeginningYearBalanceAmt |
| Contributions | $75,342 | ContributionsAmt |
| Investment Earnings Or Losses | $9,892,364 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $4,000,000 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $97,512,842 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $82,018,035 | BeginningYearBalanceAmt |
| Contributions | $246,125 | ContributionsAmt |
| Investment Earnings Or Losses | $13,280,976 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $4,000,000 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $91,545,136 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $86,604,791 | BeginningYearBalanceAmt |
| Contributions | $389,217 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,175,973 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $3,800,000 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $82,018,035 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $86,302,560 | BeginningYearBalanceAmt |
| Contributions | $1,057,014 | ContributionsAmt |
| Investment Earnings Or Losses | $2,745,217 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $3,500,000 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $86,604,791 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $76,260,090 | BeginningYearBalanceAmt |
| Contributions | $390,308 | ContributionsAmt |
| Investment Earnings Or Losses | $12,952,162 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $3,300,000 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $86,302,560 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.0862 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.5645 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.3493 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $3,944,520 | OtherCostOrOtherBasisAmt |
| Book Value | $3,944,520 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $181,817,775 | OtherCostOrOtherBasisAmt |
| Depreciation | $95,792,137 | DepreciationAmt |
| Book Value | $86,025,638 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $44,338,412 | OtherCostOrOtherBasisAmt |
| Depreciation | $33,923,598 | DepreciationAmt |
| Book Value | $10,414,814 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $35,783 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $35,783 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $100,420,755 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (8 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Funds Held in Trust by Others | $137,294,383 |
| Wills and Bequests | $4,216,293 |
| Cash Surrender Value of Life Insurance | $3,283,448 |
| Debt Issue Costs | $247,646 |
| Deposits | $98,876 |
| Accrued Interest Receivable | $90,755 |
| Assets Held for Sale | $147,781 |
| Minerals | $108 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $145,379,290 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Postretirement Benefits & Deferred Comp | $5,583,800 |
| Split Interest Agreements | $131,888 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,715,688 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $103,764,012 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $6,104,853 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Recoveries Prior Year Grants | $0 | RecoveriesPriorYearGrantsAmt |
| Other Revenue | $5,875,985 | OtherRevenueAmt |
| Revenue Not Reported | $11,980,838 | RevenueNotReportedAmt |
| Revenue Subtotal | $91,783,174 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $0 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $0 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $91,783,174 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $89,209,656 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $0 | DonatedServicesUseFcltsAmt |
| Prior Year Adjustments | $0 | PriorYearAdjustmentsAmt |
| Losses Reported | $0 | LossesReportedAmt |
| Other Expenses Included | $0 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $89,209,656 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $0 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $89,209,656 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part V, Line 4 | The Foundation's endowment consists of individual funds established to provide the Foundation with funding in perpetuity. |
| Schedule D, Part X, Line 2 | The Foundation is a public foundation exempt from federal income tax under Section 501(c)(3) of the Internal Revenue Code except for amounts relating to unrelated business income. There was no known material unrelated business income incurred in 2018, and accordingly, no provision for income taxes has been made in these financial statements. Management has reviewed the Foundation's tax positions and concluded that there are no uncertain tax positions that require accrual in the financial statements or disclosure in the footnotes to be in compliance with authoritative literature. Generally, the Foundation is no longer subject to income tax examination by federal, state or local tax authorities for years prior to 2015. The statute of limitations will remain open for both federal and state purposes for any returns not filed. |
| Schedule D, Part XI, Line 2d | Includes change in fair value of funds held in trust by others of $5,402,037 as well as pension related changes other than net periodic pension costs of $473,948. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (11 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| East Asia and the Pacific | 0 | 1 | Program Services | Speaking Seminars | $1,605 |
| Europe (including Iceland and Greenland) | 0 | 22 | Program Services | Speaking Seminars | $63,572 |
| Middle East and North Africa | 0 | 1 | Program Services | Speaking Seminars | $1,315 |
| North America (including Canada and Mexico, but not the United States) | 0 | 11 | Program Services | Speaking Seminars | $24,000 |
| South America | 0 | 1 | Program Services | Speaking Seminars | $806 |
| South Asia | 0 | 1 | Program Services | Speaking Seminars | $462 |
| Europe (including Iceland and Greenland) | 0 | 3 | Program Services | Education | $5,227 |
| South Asia | 0 | 1 | Program Services | Intellectual Property/Research Collaboration | $2,150 |
| Sub-Saharan Africa | 0 | 3 | Program Services | Research | $9,544 |
| North America (including Canada and Mexico, but not the United States) | 0 | 0 | Investments | $953,341 | |
| Central America and the Caribbean | 0 | 0 | Investments | $1,992,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 44 | TotalEmployeeCnt |
| Total Spent | $3,054,522 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule F, Part I, Line 3 | FormAndLineReferenceDesc |
| Explanation | Program service activity in all regions includes scientists attending and/or speaking at scientific conferences and collaborations. OMRF does not maintain ongoing operations in foreign jurisdictions however the Foundation's scientists do travel to various scientific conferences in other countries to share in scientific discoveries, as well as, to learn from other scientists across the world. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | 241 Event | Event1Nm |
| Gross Receipts Event1 | $708,204 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $650,424 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $57,780 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $0 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $7,007 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $23,200 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $17,155 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $44,236 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $29,573 | OtherDirectExpensesEvent1Amt |
| Food And Beverage Other Events | $0 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $0 | EntertainmentOtherEventsAmt |
| Gross Receipts Total | $708,204 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $650,424 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $57,780 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $0 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $7,007 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $23,200 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $17,155 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $44,236 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $29,573 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $121,171 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$63,391 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Discretionary Spending Acct | Yes (X) | DiscretionarySpendingAcctInd |
| 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 |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Prescott Stephen | ||||||||||||||
| President and CEO | $779,863 | $0 | $412,361 | $0 | $1,244,519 | $0 | $329,740 | $0 | $11,644 | $0 | $2,778,127 | $0 | $900,000 | $0 |
| Morgan Chip | ||||||||||||||
| Executive VP & Chief Operating Officer | $211,868 | $0 | $75 | $0 | $27,515 | $0 | $25,827 | $0 | $12,344 | $0 | $277,629 | $0 | $0 | $0 |
| Cohen Adam | ||||||||||||||
| Sr VP & General Counsel | $199,123 | $0 | $0 | $0 | $38,160 | $0 | $31,960 | $0 | $10,395 | $0 | $279,638 | $0 | $0 | $0 |
| Voss Penny | ||||||||||||||
| VP of Development | $187,895 | $0 | $0 | $0 | $20,352 | $0 | $43,906 | $0 | $17,887 | $0 | $270,040 | $0 | $0 | $0 |
| Nair Manu | ||||||||||||||
| VP of Technology Transfer | $188,235 | $0 | $0 | $0 | $19,380 | $0 | $26,693 | $0 | $14,805 | $0 | $249,113 | $0 | $0 | $0 |
| Hassen Tim | ||||||||||||||
| VP and CFO | $220,271 | $0 | $275 | $0 | $9,480 | $0 | $31,655 | $0 | $18,812 | $0 | $280,493 | $0 | $0 | $0 |
| Day Lisa | ||||||||||||||
| VP of Business and Government Affairs | $122,359 | $0 | $125 | $0 | $4,515 | $0 | $11,212 | $0 | $14,564 | $0 | $152,775 | $0 | $0 | $0 |
| Courtney Greenwood | ||||||||||||||
| VP of Human Resources | $142,192 | $0 | $0 | $0 | $2,680 | $0 | $16,099 | $0 | $19,599 | $0 | $180,570 | $0 | $0 | $0 |
| James Judith | ||||||||||||||
| VP of Clinical Affairs and Program Chair | $399,192 | $0 | $0 | $0 | $43,096 | $0 | $91,660 | $0 | $10,780 | $0 | $544,728 | $0 | $0 | $0 |
| McEver Rodger | ||||||||||||||
| VP of Research and Member | $244,894 | $0 | $0 | $0 | $44,348 | $0 | $32,480 | $0 | $11,644 | $0 | $333,366 | $0 | $0 | $0 |
| Pardo Gabriel | ||||||||||||||
| Associate Member, Arthritis and Clinical Immunology | $334,072 | $0 | $75 | $0 | $792 | $0 | $29,055 | $0 | $17,612 | $0 | $381,606 | $0 | $0 | $0 |
| Xia Lijun | ||||||||||||||
| Program Chair Cardiovascular Biology | $225,974 | $0 | $0 | $0 | $25,224 | $0 | $41,734 | $0 | $17,612 | $0 | $310,544 | $0 | $0 | $0 |
| Jones David | ||||||||||||||
| Program Chair, Functional and Chemical Genomics | $305,896 | $0 | $0 | $0 | $972 | $0 | $29,055 | $0 | $17,612 | $0 | $353,535 | $0 | $0 | $0 |
| Gaffney Patrick | ||||||||||||||
| Program Chair, Arthritis and Clinical Immunology | $273,250 | $0 | $0 | $0 | $14,702 | $0 | $41,092 | $0 | $17,612 | $0 | $346,656 | $0 | $0 | $0 |
| Tummala Saigiridhar | ||||||||||||||
| Assoc VP Comparative Medicine | $211,406 | $0 | $0 | $0 | $17,780 | $0 | $25,834 | $0 | $18,272 | $0 | $273,292 | $0 | $0 | $0 |
| Nath Swapan | ||||||||||||||
| Member, Arthritis and Clinical Immunology | $224,306 | $0 | $0 | $0 | $24,312 | $0 | $28,027 | $0 | $18,272 | $0 | $294,917 | $0 | $0 | $0 |
| Rezaie Alireza | ||||||||||||||
| Member Cardiovascular Biology | $198,013 | $0 | $2,490 | $0 | $43,586 | $0 | $19,449 | $0 | $12,249 | $0 | $275,787 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a | First class travel is allowed for the CEO to allow him to accomplish work related tasks while traveling. Travel for companions is allowed in certain limited circumstances where the companion's presence has a benefit to the Foundation but does not qualify as a business expense under IRS rules. In those limited cases the companion's travel expenses are treated as taxable compensation. Also, the CEO can expend up to $10,000 per fiscal year in additional compensation for reimbursement of non-qualified business expenses. |
| Schedule J, Part I, Line 3 | Compensation for the CEO is determined by leadership of the board of directors based on comparability data from widely accepted peer benchmarking surveys that are segmented by region and size of entity. |
| Schedule J, Part I, Line 4 | The Board of the Foundation periodically uses non-qualified retirement plans as a retention tool. The amount reported is the amount vested in the 457(f) plan. The remaining amount of the plan is not vested and is subject to substantial risk of forfeiture. |
| Schedule J, Part I, Line 7 | The CEO receives an annual bonus that is determined by leadership of the board of directors based on performance. The bonus is considered as a portion of total compensation and is subject to the review process previously described. |
| Schedule J, Part II | Included in the CEO's 2017 compensation are two fiscal year bonuses. Fiscal year 2016 bonus was paid in January 2017. Fiscal year 2017 bonus was paid in December 2017. The timing of bonus payments was changed during this fiscal year. Also, included in 2017 compensation is the payment of a 5 year deferred comp agreement of which $300,000 became vested in the current year. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)
| Bond ReferenceBondReferenceCd | Business Name Line2IssuerName/BusinessNameLine2Txt | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|---|
| Oklahoma Industries Authority | |||||||||
| A | Revenue Bonds (OMRF Project) Series 2008 | 736194355 | 679103YC9 | 2008-08-26 | $43,699,472 | Construct and equip a new research facility | Yes (1) | 0 | 0 |
| Oklahoma Industries Authority | |||||||||
| B | Revenue Bonds (OMRF Project) Series 2010 | 736194355 | 000000000 | 2010-05-26 | $12,185,000 | Refunding of prior year 2001 bond | 0 | 0 | 0 |
| Oklahoma Industries Authority | |||||||||
| C | Revenue Bonds (OMRF Project) Series 2016 | 736194355 | 000000000 | 2016-07-13 | $29,535,000 | Refunding of prior year 2008 bond | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $8,345,000 | $35,610,000 | $43,955,000 | $3,316,750 | $0 | $0 | $380,753 | $0 | $0 | $0 | $30,838,640 | $9,418,857 | 2011 | 0 | 0 | Yes (1) | Yes (1) |
| B | $0 | $0 | $12,320,300 | $1,218,339 | $96,500 | $0 | $142,005 | $0 | $0 | $0 | $10,863,456 | $0 | 2001 | Yes (1) | Yes (1) | Yes (1) | Yes (1) |
| C | $4,115,000 | $0 | $29,535,000 | $2,953,564 | $0 | $26,315,325 | $266,175 | $0 | $0 | $0 | $0 | $0 | 2011 | 0 | Yes (1) | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | Yes (1) | Yes (1) | 0.01238 | 0 | 0.01238 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | 0 | 0 | Yes (1) | Yes (1) | 0.01238 | 0 | 0.01238 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | Yes (1) | Yes (1) |
| B | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) | |||
| C | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule K, Part I-08/26/2008 43,699,472 Oklahoma Industries Authority | The Foundation issued $43,955,000 of OIA Series 2008 Revenue Bonds (the "Series 2008 Bonds") dated July 1, 2008; the proceeds from this bond were used to construct and equip a new research facility. The Series 2008 Bonds were defeased when the Foundation issued $29,535,000 of OIA Series 2016 Revenue Bonds (the "Series 2016 Bonds") dated July 13, 2016. |
| Schedule K, Part I-05/26/2010 12,185,000 Oklahoma Industries Authority | In May 2010, the Foundation issued $12,185,000 of Oklahoma Industrial Authorities ("OIA") Series 2010 Revenue Bonds (the "Series 2010 Bonds") dated May 1, 2010. The proceeds from the Series 2010 Bonds were used to retire the OIA 2001 Series Bonds on February 1, 2011. The Series 2010 Bonds mature February 1, 2021 and bear interest at the stated rate of 4.375% per annum. Interest payments began July 1, 2010 and are due on August 1st and February 1st of each year through 2021, at which time the principal will be due in its entirety. The Series 2010 bonds were issued with no premium or discount. The Series 2010 Bond agreements also require maintenance of a reserve fund which is included in investments in the accompanying statement of financial position. This amount was approximately $1,218,400 as of June 30, 2018. |
| Schedule K, Part I-07/13/2016 29,535,000 Oklahoma Industries Authority | In July 2016, the Foundation entered into advanced refinancing of the Series 2008 bonds. The Foundation issued $43,955,000 of OIA Series 2008 Revenue Bonds (the "Series 2008 Bonds") dated July 1, 2008; the proceeds from this bond were used to construct and equip a new research facility. The Series 2008 Bonds were defeased when the Foundation issued $29,535,000 of OIA Series 2016 Revenue Bonds (the "Series 2016 Bonds") dated July 13, 2016. The Series 2016 Bonds mature on July 1, 2026 and bear interest at the stated rate of 1.81% per annum. Payments of principal and interest began January 1, 2017 and are due January 1st and July 1st of each year. The Series 2016 Bond agreements also require maintenance of a reserve fund which is included in investments in the accompanying statement of financial position. This amount was $2,953,500 as of June 30, 2018. |
| Schedule K, Part IV, Line 2c-08/26/2008 43,699,472 Oklahoma Industries Authority | No rebate was due according to the rebate calculated December 14, 2018, for the rebate period beginning August 2008 through July 1, 2016. In addition, because the Bonds were defeased in July 2016, no further arbitrage rebate calculations will be required for the Bonds. |
| Schedule K, Part IV, Line 2c-05/26/2010 12,185,000 Oklahoma Industries Authority | For the first fifth year arbitrage calculation period ended on January 31, 2015 for the series 2010 bonds, a payment of $9,086.22 was made. The next arbitrage calculation date for the 2010 bonds will be January 31, 2020. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 18 | ContributionCnt |
| Noncash Contributions Rpt F990 | $166,222 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, Line 1a | The Foundation's Board of Directors has delegated all of its powers to the Foundation's Executive Committee, except as follows: establish the overall policies and direction of the Foundation, appoint the members of the Executive Committee, elect and remove the Chair of the Board of Directors, amend the Bylaws and the Certificate of Incorporation of the Foundation, and appoint special committees to the Board of Directors. The Board of Directors may at any time amend or revoke this delegation of powers. |
| Form 990, Part VI, Section A, Line 2 | The Foundation currently has 70 directors, many of whom are business leaders and members of prominent families in the State of Oklahoma. The Foundation believes there are multiple business relationships between and among board members and families of Board members, but the Foundation review of signed conflict of interest disclosures from all board members and of the Foundation's ledger accounts indicated there are no such relationships that would impair the fiduciary duties of any director to the Foundation. |
| Form 990, Part VI, Section B, Line 11b | The Form 990 is prepared by the Foundation, internally reviewed by the CFO and externally reviewed by the tax department of a public accounting firm. A summary of the Form 990 is presented for review to the Executive Committee. Subsequent to that review, the Form 990 with all supplemental schedules is made available to all members of the board of directors for review and comment prior to filing. |
| Form 990, Part VI, Section B, Line 12c | Each director, officer and key employee is annually provided with a copy of the Foundation's conflict of interest policy. Each of these individuals is annually provided with a questionnaire regarding potential conflicts and required to disclose any potential conflict that he or she might have. In addition, each of these individuals must annually sign a statement affirming that he or she has; received a copy of the conflicts of interest policy, read and understood the policy and agrees to comply with the policy. Once the Foundation has collected annual disclosure statements from all directors, officer and key employees, the Foundation's Governance Committee reviews such information to identify situations in which a potential conflict exists and is material. If a potential material conflict is identified, the committee analyzes whether the contemplated transaction may be authorized as just, fair, and reasonable to the Foundation. The Governance Committee then makes a recommendation to the Foundations' Executive Committee regarding the management of all potential conflicts it has identified. The final decision as to the approval and , where applicable, management of all such potential conflicts rests in the sole discretion of the Executive Committee, which makes such decisions based upon the welfare of the Foundation and the advancement of its purpose. The recommendations of the Governance Committee and decisions of the Executive Committee are documented in the respective minutes of these Committees' regular meetings. |
| Form 990, Part VI, Section B, Line 15 | Compensation for officers and key employees is determined and evaluated in May of each year by the executive committee of the board of directors based on comparability data from widely accepted peer benchmarking salary surveys that are segmented by region and size of entity. |
| Form 990, Part VI, Section C, Line 18 | The Foundation's Form 990 for the last three years are publicly available on the Foundation's website, as well as on Guidestar and other nonprofit databases. Form 1023, 990 and 990-T are provided upon request. |
| Form 990, Part VI, Section C, Line 19 | The Foundation's governing documents, conflicts of interest policy, and financial statements are provided upon request and are publicly available on the Foundation's website. |
| Form 990, Part XI, Line 9 | Includes change in fair value of funds held in trust by others of $5,402,037 as well as pension related changes other than net periodic pension costs of $473,948. |