California Institute for BioMedical: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- California Institute for BioMedical (EIN 45-3682796)
- Tax period
- 2017-10-01 to 2018-09-30
- Filed
- 2019-08-14
- IRS object ID
- 201932269349300043
- 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 I
- Schedule J
- Schedule L
- Schedule M
- Schedule N
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-08-14T10:36:02-05:00 | ReturnTs |
| Tax Period End | 2018-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Deloitte Tax LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 East Fifth Street | AddressLine1Txt |
| City | Cincinnati | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 453682796 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | California Institute for BioMedical | BusinessNameLine1Txt |
| Business Name Line2 | Research | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CALI | BusinessNameControlTxt |
| Phone | 8582421029 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11119 N Torrey Pines Rd STE 100 | AddressLine1Txt |
| City | La Jolla | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92037 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Peter G Schultz | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 8582421029 | PhoneNum |
| Signature | 2019-08-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Rebecca Lyons | PreparerPersonNm |
| PTIN | P01487105 | PTIN |
| Phone | 5137847100 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.219.88.226 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-08-13 | IPDt |
| IP Tm | 16:55:11 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 8121CA463AABFA4EFE5158FD2073B628CA1C8F6D | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 76FF2A6BB2396675DA7FC3BECCB7F23E28595D91 | 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) |
|---|---|---|
| Final Return | Yes (X) | FinalReturnInd |
| Principal Officer | Peter G Schultz PhD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11119 N Torrey Pines Rd STE 100 | AddressLine1Txt |
| City | La Jolla | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92037 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $98,797,059 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.calibr.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2011 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | The California Institute for Biomedical Research (CALIBR) accelerates the translation of basic biomedical research to new medicines for unmet medical needs. | ActivityOrMissionDesc |
| Contract Termination | Yes (X) | ContractTerminationInd |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 157 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $22,438,747 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,064,261 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $63,285,520 | CYProgramServiceRevenueAmt |
| PY Investment Income | $7,430 | PYInvestmentIncomeAmt |
| CY Investment Income | $167,492 | CYInvestmentIncomeAmt |
| PY Other Revenue | $21,284 | PYOtherRevenueAmt |
| CY Other Revenue | $12,905,300 | CYOtherRevenueAmt |
| PY Total Revenue | $4,092,975 | PYTotalRevenueAmt |
| CY Total Revenue | $98,797,059 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $5,858 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $124,436 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $820,098 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $9,952,959 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,527,353 | PYOtherExpensesAmt |
| CY Other Expenses | $30,300,341 | CYOtherExpensesAmt |
| PY Total Expenses | $4,353,309 | PYTotalExpensesAmt |
| CY Total Expenses | $40,377,736 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$260,334 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $58,419,323 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $23,497,334 | TotalAssetsBOYAmt |
| Total Assets EOY | $0 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $8,188,506 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $15,308,828 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $0 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | Our mission is to build a unique institute that bridges basic research and drug discovery, and that attracts the best and brightest scientists, physicians and students to work together synergistically to find cures for neglected human diseases. The California Institute for Biomedical Research (CALIBR) is a biomedical research organization located in San Diego, California. CALIBR bridges the gap between basic biomedical research and the clinical application of research discoveries to human disease. CALIBR commits substantially all of its resources to biomedical research activities. CALIBR's research and work will catalyze the translation of discoveries by scientists at other San Diego research institutes, as well as other major research institutes throughout the world, into potential new therapies for many life threatening and debilitating diseases. These diseases include orphan diseases, degenerative diseases of aging, cancer, autoimmune diseases, and infectious diseases. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $35,427,676 | ExpenseAmt |
| Grant | $124,436 | GrantAmt |
| Revenue | $74,640,868 | RevenueAmt |
| Desc | Research grants and contracts are received from public and private institutions and are used to conduct biomedical research. In the current fiscal year, CALIBR conducted research through a private collaboration agreement on autoimmune and inflammatory diseases, cancer biology, cardiovascular metabolic diseases and neurobiology. In addition, it conducted research for the treatment of spinal muscular atrophy, juvenile diabetes, tb drug development, osteoarthritis, cryptosporidiosis and malaria. | Desc |
| Total Program Service Expenses | $35,427,676 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | 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 | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| 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 | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | Yes (1) | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | 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 | 54 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 157 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | 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 | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kelly San George | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8582421000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11119 N Torrey Pines Rd STE 100 | AddressLine1Txt |
| City | La Jolla | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92037 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Peter G Schultz | ||||||||
| CEO/President & Chair | 40.00 | 40.00 | Yes (X) | Yes (X) | $285,562 | $368,514 | $67,321 | |
| Herbert Boyer | ||||||||
| Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Ronald Burkle | ||||||||
| Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Gerald Chan Start 32918 | ||||||||
| Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| John D Diekman Start 32918 | ||||||||
| Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Mark Edwards | ||||||||
| Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Peter C Farrell PHD DSc | ||||||||
| Board Member (Start 3/28/18) | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Isy Goldwasser | ||||||||
| Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Benedict Gross Start 92818 | ||||||||
| Board Member | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| William R Hearst III | ||||||||
| Board Member (Start 3/29/18) | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Jeffery Kelly Start 92818 | ||||||||
| Board Member | 1.00 | 40.00 | Yes (X) | $0 | $372,693 | $66,417 | ||
| Sherry Lansing Start 5718 | ||||||||
| Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Ge Li Start 32918 | ||||||||
| Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Claudia S Luttrell | ||||||||
| Board Member (Start 3/29/18) | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Joel S Marcus Start 32918 | ||||||||
| Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| John Martin Start 5718 | ||||||||
| Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Mark Pearson Start 32818 | ||||||||
| Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Bernard Saint-Donat PHD | ||||||||
| Board Member (Start 3/28/18) | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Paul R Schimmel End 92818 | ||||||||
| Board Member | 1.00 | 40.00 | Yes (X) | $0 | $44,300 | $21,185 | ||
| Christopher T Walsh | ||||||||
| Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Douglas A Bingham | ||||||||
| Secretary/EVP of Scripps Florida | 1.00 | 40.00 | Yes (X) | $0 | $301,788 | $60,656 | ||
| Kelly San George End 32818 | ||||||||
| CFO, CALIBR/Treasurer | 40.00 | 0.00 | Yes (X) | $67,786 | $0 | $1,443 | ||
| Jared M Machado | ||||||||
| CFO,Scripps/Treasurer | 1.00 | 40.00 | Yes (X) | $0 | $273,430 | $65,619 | ||
| Matthew S Tremblay | ||||||||
| COO,CALIBR/Secretary (End 3/28/18) | 40.00 | 40.00 | Yes (X) | $216,426 | $165,056 | $7,823 | ||
| Tamara L Barnas | ||||||||
| Asst Secretary | 0.00 | 40.00 | Yes (X) | $0 | $91,344 | $23,393 | ||
| Leonardo Sahelijo | ||||||||
| VP, Translational Medicine | 40.00 | 0.00 | $365,208 | $0 | $22,775 | Yes (X) | ||
| Vadim Klyushnichenko | ||||||||
| VP of Pharm. Dev & Quality | 40.00 | 0.00 | $314,321 | $0 | $28,151 | Yes (X) | ||
| Arnab K Chatterjee | ||||||||
| VP, Medicinal Chemistry | 40.00 | 0.00 | $234,592 | $0 | $2,478 | Yes (X) | ||
| Jing Li | ||||||||
| VP, Program Management | 40.00 | 0.00 | $216,149 | $0 | $5,431 | Yes (X) | ||
| John A Wisler | ||||||||
| VP, Toxicology and Pharmacokinetics | 40.00 | 0.00 | $225,104 | $0 | $20,765 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,925,148 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,617,125 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $393,457 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | 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 |
|---|---|---|---|---|---|
| Alexandria | |||||
| 385 E Colorado Blvd Ste 299 | Pasadena | CA | 91101 | Rental Services | $1,418,100 |
| Wilson Sonsini Goodrich & Rosati | |||||
| PO Box 742866 | Los Angeles | CA | 90074 | Legal Services | $614,306 |
| Cooley | |||||
| 101 California Street 5th Floor | San Francisco | CA | 94111 | Legal Services | $396,656 |
| RSM US LLP | |||||
| 331 West 3rd Street Suite 200E | Davenport | IA | 52801 | Accounting | $184,500 |
| Ingenium | |||||
| 2280 Micro Place | Escondido | CA | 92029 | Waste Removal | $156,970 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 9 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $698,146 | GovernmentGrantsAmt |
| All Other Contributions | $21,740,601 | AllOtherContributionsAmt |
| Noncash Contributions | $300,226 | NoncashContributionsAmt |
| Total Contributions | $22,438,747 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Medical Research | Desc |
| Business | 541700 | BusinessCd |
| Total Revenue Column | $63,285,520 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $63,285,520 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $63,285,520 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $167,492 | TotalRevenueColumnAmt |
| Exclusion | $167,492 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $25,422 | TotalRevenueColumnAmt |
| Exclusion | $25,422 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,524,530 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,524,530 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,524,530 | TotalRevenueColumnAmt |
| Exclusion | $1,524,530 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Inherent Contribution | 900099 | $11,354,634 | $11,354,634 |
| Other Revenue | 900099 | $714 | $714 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $11,355,348 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $98,797,059 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $74,640,868 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,717,444 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,436 | TotalAmt |
| Program Services | $124,436 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $569,774 | TotalAmt |
| Management And General | $569,774 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,947,634 | TotalAmt |
| Program Services | $6,874,333 | ProgramServicesAmt |
| Management And General | $1,073,301 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $182,794 | TotalAmt |
| Program Services | $160,570 | ProgramServicesAmt |
| Management And General | $22,224 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $664,291 | TotalAmt |
| Program Services | $652,248 | ProgramServicesAmt |
| Management And General | $12,043 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $588,466 | TotalAmt |
| Program Services | $491,256 | ProgramServicesAmt |
| Management And General | $97,210 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $490,855 | TotalAmt |
| Program Services | $352,003 | ProgramServicesAmt |
| Management And General | $138,852 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,247,041 | TotalAmt |
| Program Services | $1,082,574 | ProgramServicesAmt |
| Management And General | $1,164,467 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $145,194 | TotalAmt |
| Management And General | $145,194 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,427 | TotalAmt |
| Program Services | $5,394 | ProgramServicesAmt |
| Management And General | $83,033 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $506,643 | TotalAmt |
| Program Services | $380,780 | ProgramServicesAmt |
| Management And General | $125,863 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,458,192 | TotalAmt |
| Program Services | $4,552,542 | ProgramServicesAmt |
| Management And General | $905,650 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,704 | TotalAmt |
| Program Services | $83,736 | ProgramServicesAmt |
| Management And General | $14,968 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,658 | TotalAmt |
| Program Services | $9,336 | ProgramServicesAmt |
| Management And General | $2,322 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,518 | TotalAmt |
| Management And General | $5,518 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,722,749 | TotalAmt |
| Program Services | $1,703,708 | ProgramServicesAmt |
| Management And General | $19,041 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $166,447 | TotalAmt |
| Program Services | $29,974 | ProgramServicesAmt |
| Management And General | $136,473 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Outsourced Research Svc | $14,527,562 | $14,527,562 | |
| Lab Supplies | $3,314,559 | $3,314,559 | |
| Service Agreements | $706,931 | $684,387 | $22,544 |
| Taxes | $102,889 | $4,230 | $98,659 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $706,972 | TotalAmt |
| Program Services | $394,048 | ProgramServicesAmt |
| Management And General | $312,924 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,377,736 | TotalAmt |
| Program Services | $35,427,676 | ProgramServicesAmt |
| Management And General | $4,950,060 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $300 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,293,984 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,905,233 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,411,801 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,578,221 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $448,877 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,816,531 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,387 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,497,334 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,918,940 | BOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,928,936 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,340,630 | BOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,188,506 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,308,828 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,308,828 | BOYAmt |
| EOY | $0 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,497,334 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $58,419,323 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | -$73,728,151 | 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 (2 entries)
| CityCityNm | State AbbreviationStateAbbreviationCd |
|---|---|
| UC San Diego Medical Center | |
| San Diego | CA |
| Scripps Memorial Hospital La Jolla | |
| La Jolla | CA |
Schedule B IRS990ScheduleB
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Scripps Research Institute | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10550 N Torrey Pines Rd STE 100 | AddressLine1Txt |
| City | La Jolla | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92037 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 330435954 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $124,436 | CashGrantAmt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
| Purpose Of Grant | Support for Postdoctoral Fellows | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | Funding was provided to The Scripps Research Institute to support a number of postdoctoral fellowships for research and lab support activities. Since these fellows are working at one of the hospitals operating in conjunction with the Institute, there is continuous monitoring of the use of the support provided. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Peter G Schultz | ||||||||||||||
| CEO/President & Chair | $285,562 | $334,811 | $0 | $0 | $0 | $33,703 | $0 | $54,000 | $0 | $13,321 | $285,562 | $435,835 | $0 | $0 |
| Jeffery Kelly Start 92818 | ||||||||||||||
| Board Member | $0 | $342,006 | $0 | $0 | $0 | $30,687 | $0 | $54,000 | $0 | $12,417 | $0 | $439,110 | $0 | $0 |
| Douglas A Bingham | ||||||||||||||
| Secretary/EVP of Scripps Florida | $0 | $239,225 | $0 | $25,002 | $0 | $37,561 | $0 | $48,710 | $0 | $11,946 | $0 | $362,444 | $0 | $0 |
| Jared M Machado | ||||||||||||||
| CFO,Scripps/Treasurer | $0 | $243,718 | $0 | $18,751 | $0 | $10,961 | $0 | $48,942 | $0 | $16,677 | $0 | $339,049 | $0 | $0 |
| Matthew S Tremblay | ||||||||||||||
| COO,CALIBR/Secretary (End 3/28/18) | $124,426 | $132,556 | $92,000 | $32,500 | $0 | $0 | $6,492 | $1,250 | $0 | $81 | $222,918 | $166,387 | $0 | $0 |
| Leonardo Sahelijo | ||||||||||||||
| VP, Translational Medicine | $290,208 | $0 | $75,000 | $0 | $0 | $0 | $8,100 | $0 | $14,675 | $0 | $387,983 | $0 | $0 | $0 |
| Vadim Klyushnichenko | ||||||||||||||
| VP of Pharm. Dev & Quality | $265,571 | $0 | $48,750 | $0 | $0 | $0 | $8,100 | $0 | $20,051 | $0 | $342,472 | $0 | $0 | $0 |
| Arnab K Chatterjee | ||||||||||||||
| VP, Medicinal Chemistry | $190,592 | $0 | $44,000 | $0 | $0 | $0 | $2,478 | $0 | $0 | $0 | $237,070 | $0 | $0 | $0 |
| Jing Li | ||||||||||||||
| VP, Program Management | $176,149 | $0 | $40,000 | $0 | $0 | $0 | $5,431 | $0 | $0 | $0 | $221,580 | $0 | $0 | $0 |
| John A Wisler | ||||||||||||||
| VP, Toxicology and Pharmacokinetics | $210,771 | $0 | $14,333 | $0 | $0 | $0 | $6,812 | $0 | $13,953 | $0 | $245,869 | $0 | $0 | $0 |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| Joel S Marcus | |||
| Member of the Board - California Institute for BioMedical Research | $1,705,648 | California Institute for BioMedical Research (CALIBR) leases office and laboratory space building from Alexandria Real Estate (ARE). Joel S. Marcus is the Executive Chairman & Founder of ARE. Mr. Marcus was appointed to CALIBR'S Board as of March 2018. Lease commenced in March 2012, at which time, Mr. Marcus was not a member of CALIBR'S Board. | 0 |
| Ge Li | |||
| Member of the Board - California Institute for BioMedical Research | $933,294 | California Institute for BioMedical Research (CALIBR) has contracts with outside parties for outsourced research services. Ge Li is the Chairman and Chief Executive Officer at Wuxi Companies which is one of the contracted parties to provide outsourced research servces. CALIBR began working with Wuxi in 2013, at which time Mr. Li was not a member of CALIBR's Board. Wuxi Companies and CALIBR do not share revenues. | 0 |
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 | $300,226 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Cost or Selling Price | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | Securities - Publicly traded - No. of contributions | ExplanationTxt |
Schedule N IRS990ScheduleN
Liquidation Of Assets Table LiquidationOfAssetsTableGrp
Liquidation Of Assets Detail LiquidationOfAssetsDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Distri Or Expnss Paid | Net Assets | AssetsDistriOrExpnssPaidDesc |
| Distribution | 2018-09-30 | DistributionDt |
| Fair Market Value Of Asset | $73,728,151 | FairMarketValueOfAssetAmt |
| Method Of FMV Determination | Book Value | MethodOfFMVDeterminationTxt |
| EIN | 330435954 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Scripps Research Institute | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10550 North Torrey Pines Road | AddressLine1Txt |
| City | La Jolla | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92037 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRC Section | 501(c)(3) | IRCSectionTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Director Of Successor | Yes (1) | DirectorOfSuccessorInd |
| Employee Of Successor | Yes (1) | EmployeeOfSuccessorInd |
| Owner Of Successor | 0 | OwnerOfSuccessorInd |
| Receive Compensation | 0 | ReceiveCompensationInd |
| Assets Distributed | Yes (1) | AssetsDistributedInd |
| Required To Notify AG | Yes (1) | RequiredToNotifyAGInd |
| Attorney General Notified | Yes (1) | AttorneyGeneralNotifiedInd |
| Liabilities Paid | Yes (1) | LiabilitiesPaidInd |
| Bonds Outstanding | 0 | BondsOutstandingInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule N, Part I, Line 2a: | Prior to dissolution, CAILBR became a related organization of Scripps Research Institute. CALIBR and Scripps Research Institute became related by virtue of complete board overlap. CALIBR later dissolved and became a division of Scripps Research Institute. Therefore, all CALIBR Board Members are also Board Members of Scripps Research Institute. |
| Schedule N, Part I, Line 2b: | CALIBR became a division of Scripps Research Institute. Therefore, all CALIBR employees are now employees of Scripps Research Institute. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 2 | CEO and Board Chair Peter Schultz serves on a number of other corporate boards with Board Member Isy Goldwasser. |
| Form 990, Part VI, Section A, line 4 | CALIBR'S Bylaws were amended effective March 29, 2018 along with agreement and plan of merger with The Scripps Research Institute. |
| Form 990, Part VI, Section A, line 6 | The Scripps Research Institute is the sole member of the Institute. |
| Form 990, Part VI, Section A, line 7a | The Sole Member has the power to designate all directors of the Institute. |
| Form 990, Part VI, Section A, line 7b | The Member's powers include the ability to sell, lease, exchange or dispose of all or substantially all of the property of the Institute; determinations as to substantially related to exempt purpose for licensing or other transfer of intellectual property of the Institute; fixing the compensation of the Institute's directors; and amendments to the Institute's articles and/or bylaws. |
| Form 990, Part VI, Section B, line 11b | Information used to prepare the Form 990 was compiled by CALIBR's personnel. The return was prepared with the assistance of its public accounting firm. The Form 990 was reviewed by CALIBR's Audit Committee, which has authority and oversight of CALIBR's audit and tax preparation. A complete copy of the Form 990 was provided to the full board after review by the Audit Committee and prior to filing with the IRS. |
| Form 990, Part VI, Section B, line 12c | CALIBR'S Conflict of Interest Policies and Procedures apply to members of the Board of Directors, officers, key personnel, and their family members (altogether covered individuals) to protect the interests of TSRI when it is contemplating entering into a transaction or arrangement that could: 1) Benefit the private interest of a covered individual within the meaning of Treasury Regulation Section 1.501(c)(3)-1(d)(1)(ii), 2) Result in a possible excess benefit transaction within the meaning of Section 4958(c) of the Internal Revenue Code of 1986, as amended; or 3) Be a self-dealing transaction within the meaning of Section 5233 of the California Corporations Code (the "Corporations Code"). CALIBR'S policies and procedures are intended to supplement, but not replace, any state and federal laws governing actual, potential, or apparent conflict of interest applicable to TSRI. Disclosure documents responsive to TSRI's policies are annually submitted by covered individuals, and are reviewed by TSRI administration for pertinent relationships. Any transactions or arrangements involving covered individuals that fall within the scope of the policies are then subject to review and consideration by non-conflicted Board of Director members, with conflicted members being recused from any vote to approve or disapprove. |
| Form 990, Part VI, Section B, line 15 | The compensation of the CEO and certain other key executives was reviewed and approved by the Board of Directors. This review was based, in part, on analysis performed by the Human Resources Department, and included data from outside consultants or internally-conducted research. On an ongoing basis, executives may participate in the normal annual salary increase program, which is based on a recommendation from the Human Resources Department based on market research. Any unusual or potentially non-qualified compensation would be reviewed by outside counsel for any tax compliance issues. |
| Form 990, Part VI, Section C, line 19 | Governing documents, Conflict of Interest Policy, and financial statements are available upon request. |
| Form 990, Part XI, line 9: | Transfer to The Scripps Research Institute -73,728,151. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THe Scripps Research Institute | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10550 North Torrey Pines Road | AddressLine1Txt |
| City | La Jolla | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92037 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330435954 | EIN |
| Primary Activities | Research | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | Line 4 | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Scripps Research Institute | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | R | TransactionTypeTxt |
| Involved | $73,728,151 | InvolvedAmt |
| Method Of Amount Determination | FMV | MethodOfAmountDeterminationTxt |