California Institute for BioMedical: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- California Institute for BioMedical (EIN 45-3682796)
- Tax period
- 2016-09-01 to 2017-08-31
- Filed
- 2018-07-16
- IRS object ID
- 201801979349301005
- Schema version
- 2016v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-07-16T14:02:13-05:00 | ReturnTs |
| Tax Period End | 2017-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 550 S Hope St Suite 1500 | AddressLine1Txt |
| City | Los Angeles | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90071 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-09-01 | 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 RESEARCH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % AMANDA ARELLANO | InCareOfNm |
| 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 | KELLY SAN GEORGE | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 8582421029 | PhoneNum |
| Signature | 2018-07-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CAREY MCKEE | PreparerPersonNm |
| PTIN | P01281067 | PTIN |
| Phone | 2139724000 | PhoneNum |
| Preparation | 2018-07-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PETER G SCHULTZ PHD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11119 N TORREY PINES RD 100 | AddressLine1Txt |
| City | LA JOLLA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92037 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $35,244,708 | GrossReceiptsAmt |
| Group Return For Affiliates | false | 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 |
| Voting Members Governing Body | 5 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 4 | VotingMembersIndependentCnt |
| Total Employee | 180 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $26,498 | PYContributionsGrantsAmt |
| CY Contributions Grants | $49,244 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $44,005,272 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $35,162,899 | CYProgramServiceRevenueAmt |
| PY Investment Income | $22,453 | PYInvestmentIncomeAmt |
| CY Investment Income | $25,446 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,837 | PYOtherRevenueAmt |
| CY Other Revenue | $7,119 | CYOtherRevenueAmt |
| PY Total Revenue | $44,057,060 | PYTotalRevenueAmt |
| CY Total Revenue | $35,244,708 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $318,540 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $314,944 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $11,983,132 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $12,959,752 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $32,768,587 | PYOtherExpensesAmt |
| CY Other Expenses | $34,364,786 | CYOtherExpensesAmt |
| PY Total Expenses | $45,070,259 | PYTotalExpensesAmt |
| CY Total Expenses | $47,639,482 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,013,199 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$12,394,774 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $45,727,287 | TotalAssetsBOYAmt |
| Total Assets EOY | $24,003,955 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $17,795,337 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,466,779 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $27,931,950 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $15,537,176 | 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 OF THE THIRD | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $42,889,979 | ExpenseAmt |
| Grant | $314,944 | GrantAmt |
| Revenue | $35,162,899 | 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, AND TB DRUG DEVELOPMENT. | Desc |
| Total Program Service Expenses | $42,889,979 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | Yes (true) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 48 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 180 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 5 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 4 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (true) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AMANDA ARELLANO | PersonNm |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 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 & Board Member | 20.0 | 0.0 | Yes (X) | Yes (X) | $502,433 | $0 | $0 | |
| Herbert Boyer | ||||||||
| Board Member (AS OF 11/28/16) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Mark Edwards | ||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Isy Goldwasser | ||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Richard King AS OF 112816 | ||||||||
| Board Member (THRU 04/01/17) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Christopher T Walsh | ||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Matthew Tremblay | ||||||||
| COO/Secretary | 20.0 | 0.0 | Yes (X) | $252,359 | $0 | $7,570 | ||
| Sabrina Johnson | ||||||||
| CFO/Treasurer (Thru 07/31/17) | 20.0 | 0.0 | Yes (X) | $143,279 | $0 | $23,560 | ||
| Kelly San George | ||||||||
| CFO/TREASURER (AS OF 08/21/17) | 40.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Arnab Chatterjee | ||||||||
| VP Medicinal Chemistry | 40.0 | 0.0 | $226,849 | $0 | $5,280 | Yes (X) | ||
| Tim Wright | ||||||||
| EVP Trans Sci (THRU 9/30/16) | 40.0 | 0.0 | $380,425 | $0 | $9,258 | Yes (X) | ||
| Vadim Klyushnichenko | ||||||||
| VP Pharmaceutical Sciences | 40.0 | 0.0 | $241,495 | $0 | $9,804 | Yes (X) | ||
| Jing Li | ||||||||
| VP Program Management | 40.0 | 0.0 | $199,836 | $0 | $5,108 | Yes (X) | ||
| Hank MJ Petrassi | ||||||||
| Director Medicinal Chemistry | 40.0 | 0.0 | $199,464 | $0 | $19,038 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,146,140 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $79,618 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 27 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Wilson Sonsini Goodrich Rosati | |||||
| PO Box 742866 | Los Angeles | CA | 900742866 | Legal Services | $1,069,398 |
| Cooley LLP | |||||
| 101 California St | San Francisco | CA | 941115800 | Legal Services | $845,428 |
| RSM US LLP | |||||
| 331 West 3rd Street | Davenport | IA | 52801 | Accounting/Audit | $162,730 |
| Ingenium LLC | |||||
| 2280 Micro Place | Escondido | CA | 92029 | Waste Removal | $139,151 |
| Meso Scale Discovery LLC | |||||
| 1601 Research Blvd | Rockville | MD | 20850 | Lab Supplies & Equip | $111,206 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $49,244 | AllOtherContributionsAmt |
| Total Contributions | $49,244 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Medical Research | Desc |
| Business | 541700 | BusinessCd |
| Total Revenue Column | $35,162,899 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $35,162,899 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $35,162,899 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $25,446 | TotalRevenueColumnAmt |
| Exclusion | $25,446 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $5,651 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $5,651 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,651 | TotalRevenueColumnAmt |
| Exclusion | $5,651 | ExclusionAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Total Revenue Column | $1,468 | TotalRevenueColumnAmt |
| Exclusion | $1,468 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,468 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $35,244,708 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $35,162,899 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $32,565 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $314,944 | TotalAmt |
| Program Services | $314,944 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $917,491 | TotalAmt |
| Management And General | $917,491 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,033,247 | TotalAmt |
| Program Services | $9,196,208 | ProgramServicesAmt |
| Management And General | $837,039 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $185,711 | TotalAmt |
| Program Services | $175,848 | ProgramServicesAmt |
| Management And General | $9,863 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,010,975 | TotalAmt |
| Program Services | $890,885 | ProgramServicesAmt |
| Management And General | $120,090 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $812,328 | TotalAmt |
| Program Services | $694,779 | ProgramServicesAmt |
| Management And General | $117,549 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,051,248 | TotalAmt |
| Program Services | $783,457 | ProgramServicesAmt |
| Management And General | $267,791 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $660,083 | TotalAmt |
| Program Services | $373,472 | ProgramServicesAmt |
| Management And General | $286,611 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $178,022 | TotalAmt |
| Management And General | $178,022 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $171,113 | TotalAmt |
| Program Services | $63,804 | ProgramServicesAmt |
| Management And General | $107,309 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,147,471 | TotalAmt |
| Program Services | $455,594 | ProgramServicesAmt |
| Management And General | $691,877 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,774,542 | TotalAmt |
| Program Services | $3,057,139 | ProgramServicesAmt |
| Management And General | $717,403 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $177,243 | TotalAmt |
| Program Services | $164,178 | ProgramServicesAmt |
| Management And General | $13,065 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,925 | TotalAmt |
| Program Services | $40,710 | ProgramServicesAmt |
| Management And General | $215 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,760,036 | TotalAmt |
| Program Services | $1,740,582 | ProgramServicesAmt |
| Management And General | $19,454 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,910 | TotalAmt |
| Management And General | $109,910 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Lab Supplies | $6,712,979 | $6,712,979 | |
| Outsourced Research Services | $17,005,223 | $16,977,486 | $27,737 |
| Service Agreements | $829,024 | $797,916 | $31,108 |
| Recruiting Expenses | $261,607 | $161,510 | $100,097 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $485,360 | TotalAmt |
| Program Services | $288,488 | ProgramServicesAmt |
| Management And General | $196,872 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,639,482 | TotalAmt |
| Program Services | $42,889,979 | ProgramServicesAmt |
| Management And General | $4,749,503 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $300 | BOYAmt |
| EOY | $300 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,057,746 | BOYAmt |
| EOY | $11,711,232 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,031,619 | BOYAmt |
| EOY | $2,367,026 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $487,619 | BOYAmt |
| EOY | $1,236,673 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $12,072,906 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,437,623 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,255,966 | BOYAmt |
| EOY | $5,635,283 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,470 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $416,891 | 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 | $1,845,180 | BOYAmt |
| EOY | $2,594,163 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,387 | BOYAmt |
| EOY | $42,387 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,727,287 | BOYAmt |
| EOY | $24,003,955 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,219,466 | BOYAmt |
| EOY | $2,972,585 | 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 | $13,835,572 | BOYAmt |
| EOY | $4,609,279 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $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 | $740,299 | BOYAmt |
| EOY | $884,915 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,795,337 | BOYAmt |
| EOY | $8,466,779 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,931,950 | BOYAmt |
| EOY | $15,537,176 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,931,950 | BOYAmt |
| EOY | $15,537,176 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,727,287 | BOYAmt |
| EOY | $24,003,955 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$12,394,774 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Medical Research Organization | Yes (X) | MedicalResearchOrganizationInd |
Hospital Name And Address HospitalNameAndAddressGrp (2 entries)
| CityCityNm | State AbbreviationStateAbbreviationCd |
|---|---|
| UC San Diego Medical Center | |
| San Diego | CA |
| Scripps Memorial Hospital La Jolla | |
| La Jolla | CA |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp | |
| Land | LandGrp | |
| Buildings | BuildingsGrp |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $305,553 | OtherCostOrOtherBasisAmt |
| Depreciation | $171,592 | DepreciationAmt |
| Book Value | $133,961 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,718,749 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,233,608 | DepreciationAmt |
| Book Value | $5,485,141 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $48,604 | OtherCostOrOtherBasisAmt |
| Depreciation | $32,423 | DepreciationAmt |
| Book Value | $16,181 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $5,635,283 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED RENT | Desc |
| Amt | $884,915 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $884,915 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $35,239,057 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $35,239,057 | RevenueSubtotalAmt |
| Other Revenues Not Included | $5,651 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $5,651 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $35,244,708 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $47,633,831 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $47,633,831 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $5,651 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $5,651 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $47,639,482 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| LIABILITY FOR UNCERTAIN TAX POSITIONS (ASC 740) | FORM 990, SCHEDULE D, PART X, LINE 2 THE INSTITUTE ADOPTED ACCOUNTING GUIDANCE RELATING TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH IS PRIMARILY CODIFIED IN FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION 740. THE INSTITUTE FILES A FORM 990 (RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX) ANNUALLY. WHEN THESE RETURNS ARE FILED, IT IS HIGHLY CERTAIN THAT SOME POSITIONS TAKEN WOULD BE SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES, WHILE OTHERS ARE SUBJECT TO UNCERTAINTY ABOUT THE MERITS OF THE TAX POSITION TAKEN OR THE AMOUNT OF THE POSITION THAT WOULD ULTIMATELY BE SUSTAINED. EXAMPLES OF TAX POSITIONS COMMON TO THE INSTITUTE INCLUDE SUCH MATTERS AS THE TAX-EXEMPT STATUS OF THE ENTITY AND VARIOUS POSITIONS RELATIVE TO POTENTIAL SOURCES OF UBI. UBI IS REPORTED ON FORM 990-T, AS APPROPRIATE. THE BENEFIT OF TAX POSITION IS RECOGNIZED IN THE FINANCIAL STATEMENTS IN THE PERIOD DURING WHICH, BASED ON ALL AVAILABLE EVIDENCE, MANAGEMENT BELIEVES IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION, INCLUDING THE RESOLUTION OF APPEALS OR LITIGATION PROCESSES, IF ANY. TAX POSITIONS ARE NOT OFFSET OR AGGREGATED WITH OTHER POSITIONS. TAX POSITIONS THAT MEET THE MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD ARE MEASURED AS THE LARGEST AMOUNT OF TAX BENEFIT THAT IS MORE THAN 50 PERCENT LIKELY TO BE REALIZED ON SETTLEMENT WITH THE APPLICABLE TAXING AUTHORITY. THE PORTION OF THE BENEFITS ASSOCIATED WITH TAX POSITIONS TAKEN THAT EXCEEDS THE AMOUNT MEASURED AS DESCRIBED ABOVE IS REFLECTED AS A LIABILITY FOR UNRECOGNIZED TAX BENEFITS IN THE ACCOMPANYING STATEMENTS OF FINANCIAL POSITION, ALONG WITH ANY ASSOCIATED INTEREST AND PENALTIES THAT WOULD BE PAYABLE TO THE TAXING AUTHORITIES UPON EXAMINATION. AS OF AUGUST 31, 2017 AND 2016, THE INSTITUTE HAS ADDRESSED UNCERTAINTY IN ITS INCOME TAX POSITION UNDER THE GUIDANCE, AND THERE ARE NO UNRECOGNIZED/DERECOGNIZED TAX BENEFITS REQUIRING AN ACCRUAL. FORMS 990 AND 990-T FILED BY THE INSTITUTE ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE UP TO THREE YEARS FROM THE EXTENDED DUE DATE OF EACH RETURN. MANAGEMENT BELIEVES FORMS 990 AND 990-T HAVE BEEN FILED APPROPRIATELY. |
| REVENUE ON FORM 990, NOT ON AUDITED FINANCIALS | SCHEDULE D, PART XI, LINE 4B RENTAL INCOME, REPORTED NET IN AUDITED FINANCIALS $5,651 |
| EXPENSES ON FORM 990, NOT ON AUDITED FINANCIALS | SCHEDULE D, PART XII, LINE 4B RENTAL EXPENSES, REPORTED NET IN AUDITED FINANCIALS $5,651 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | 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 TPC-7 | 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 | $314,944 | 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 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | GRANT MONITORING | FormAndLineReferenceDesc |
| Explanation | SCHEDULE I, PART 1, LINE 2 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) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 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 & Board Member | $302,433 | $0 | $200,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $502,433 | $0 | $0 | $0 |
| Matthew Tremblay | ||||||||||||||
| COO/Secretary | $195,359 | $0 | $57,000 | $0 | $0 | $0 | $7,570 | $0 | $0 | $0 | $259,929 | $0 | $0 | $0 |
| Sabrina Johnson | ||||||||||||||
| CFO/Treasurer (Thru 07/31/17) | $126,612 | $0 | $16,667 | $0 | $0 | $0 | $4,142 | $0 | $19,418 | $0 | $166,839 | $0 | $0 | $0 |
| Arnab Chatterjee | ||||||||||||||
| VP Medicinal Chemistry | $175,849 | $0 | $51,000 | $0 | $0 | $0 | $5,280 | $0 | $0 | $0 | $232,129 | $0 | $0 | $0 |
| Tim Wright | ||||||||||||||
| EVP Trans Sci (THRU 9/30/16) | $270,425 | $0 | $110,000 | $0 | $0 | $0 | $0 | $0 | $9,258 | $0 | $389,683 | $0 | $0 | $0 |
| Vadim Klyushnichenko | ||||||||||||||
| VP Pharmaceutical Sciences | $179,495 | $0 | $62,000 | $0 | $0 | $0 | $4,926 | $0 | $4,878 | $0 | $251,299 | $0 | $0 | $0 |
| Jing Li | ||||||||||||||
| VP Program Management | $167,836 | $0 | $32,000 | $0 | $0 | $0 | $5,108 | $0 | $0 | $0 | $204,944 | $0 | $0 | $0 |
| Hank MJ Petrassi | ||||||||||||||
| Director Medicinal Chemistry | $154,464 | $0 | $45,000 | $0 | $0 | $0 | $4,462 | $0 | $14,576 | $0 | $218,502 | $0 | $0 | $0 |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Peter G Schultz | PersonNm |
| Relationship With Org | CEO & Board Member | RelationshipWithOrgTxt |
| Cash Grant | $314,944 | CashGrantAmt |
| Type Of Assistance | Fellowships | TypeOfAssistanceTxt |
| Assistance Purpose | SCRIPPS RSRCH INST FELLOW | AssistancePurposeTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| BUSINESS RELATIONSHIP | FORM 990, PART VI, LINE 2 CEO AND BOARD CHAIR PETER SCHULTZ SERVES ON A NUMBER OF OTHER CORPORATE BOARDS WITH BOARD MEMBER ISY GOLDWASSER. CHANGES TO THE ORGANIZATION'S GOVERNING DOCUMENTS FORM 990, PART VI, LINE 4 THE INSTITUTES ARTICLES AND BYLAWS WERE AMENDED ON SEPTEMBER 30, 2016. THE SIGNIFICANT CHANGES ARE FOR THE ADDITION OF A SOLE CORPORATE MEMBER AND THE EXPANSION OF THE NUMBER OF BOARD OF DIRECTORS. THE NUMBER OF DIRECTORS AUTHORIZED WAS EXPANDED FROM FIVE TO SIX. ONE DIRECTOR IS DESIGNATED BY THE MEMBER, ANOTHER DIRECTOR IS THE CEO OF THE INSTITUTE AS AN EX OFFICIO DIRECTOR, AND THE REMAINING FOUR DIRECTORS ARE DESIGNATED BY THE MAJORITY VOTE OF THE INSTITUTES BOARD OF DIRECTORS. MEMBERS/STOCKHOLDERS OF ORGANIZATION FORM 990, PART VI, SECTION A, LINE 6 THE SCRIPPS RESEARCH INSTITUTE, IS THE SOLE MEMBER OF THE INSTITUTE. ELECTION POWERS FORM 900, PART VI, SECTION A, LINE 7A THE SOLE MEMBER HAS THE POWER TO DESIGNATE ONE OF THE SIX DIRECTORS. AFTER OCTOBER 1, 2021 (OR EARLIER DATE IF AGREED UPON BY THE INSTITUTE), THE MEMBER SHALL HAVE THE POWER TO DESIGNATE ALL DIRECTORS OF THE INSTITUTE. ORGANIZATIONAL GOVERNANCE DECISIONS FORM 900, PART VI, SECTION A, LINE 7B THE MEMBERS 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 INSTITUTES DIRECTORS; AND AMENDMENTS TO THE INSTITUTES ARTICLES AND/OR BYLAWS. THE INSTITUTE RETAINS THE RIGHT TO TERMINATE THE POWERS OF THE SOLE MEMBER. |
| FORM 990 REVIEW PROCESS | FORM 990, PART VI, 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. |
| CONFLICT OF INTEREST POLICY | FORM 990, PART VI, LINE 12C ON AN ANNUAL BASIS, CALIBR DISTRIBUTES CONFLICT OF INTEREST QUESTIONNAIRES WHICH THE BOARD MEMBERS, OFFICERS, AND KEY EMPLOYEES COMPLETE AND RETURN. THE CEO AND VP OF FINANCE AND OPERATIONS REVIEW THE RETURNED FORMS FOR COMPLIANCE. IF A CONFLICT IS DISCOVERED IT IS ESCALATED TO THE APPROPRIATE PARTY WITHIN CALIBR AND THE PERSON RECUSES HIMSELF OR HERSELF FROM THE GOVERNING BODY'S DELIBERATIONS AND DECISIONS IN THE TRANSACTION, AND THE MEETING MINUTES REFLECT THAT THE PARTY IN QUESTION RECUSED THEMSELVES. IN THE EVENT A CONFLICT ARISES THE INDEPENDENT BOARD MEMBERS DISCUSS THE TRANSACTION, THE ALTERNATIVES, AND EVALUATE WHAT IS BEST FOR THE ORGANIZATION. MEETING MINUTES REFLECT THE DISCUSSIONS AND DECISION, INCLUDING WHO VOTED AND WHO WAS RECUSED FROM DISCUSSION AND VOTING. BOARD MEMBERS ARE REQUIRED TO BRING FORTH ANY NEW CONFLICTS OF INTEREST AS THEY ARISE. |
| COMPENSATION OF THE CEO | FORM 990, PART VI, LINE 15A THE BOARD OF DIRECTORS APPOINTS A SPECIAL COMMITTEE, COMPRISED SOLELY OF INDEPENDENT NON-EMPLOYEE DIRECTORS, NONE OF WHICH HAVE A CONFLICT OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT, TO BE ACCOUNTABLE FOR SETTING THE CEOS COMPENSATION PACKAGE. THE BOARD ENSURES THAT COMPENSATION OF THE INSTITUTE CEO SHALL BE REVIEWED NO LESS THAN ONCE IN THREE YEARS. CALIBR'S CEO IS ELIGIBLE FOR A BASE SALARY FOR PERFORMANCE OF SERVICES IN ANY GIVEN ONE YEAR PERIOD AND SHALL AUTOMATICALLY BE DUE THE BOARD'S PREDETERMINED AND CONTEMPORANEOUSLY APPROVED FAIR AND REASONABLE BASE SALARY, SUBJECT TO A CAP OF $1.05 MILLION PER YEAR. ADDITIONALLY, THE CEO IS ELIGIBLE TO RECEIVE BONUS INCENTIVE PAY SEPARATE FROM COMPENSATION PAYMENTS IN AMOUNTS DETERMINED BY THE BOARD AT ITS SOLE REASONABLE DISCRETION, PROVIDED THAT SUCH BONUS SHALL NOT CAUSE THE TOTAL COMPENSATION OF CEO TO EXCEED THE CAP. AT CEO'S SOLE DISCRETION, THE CEO MAY WAIVE THE RIGHT TO RECEIVE ALL OR PART OF THE PAYMENTS DUE BEFORE RECEIPT, PROVIDED THAT THE CEO GIVES WRITTEN NOTICE TO INSTITUTE OF THE AMOUNT OF PAYMENT(S) WAIVED. IT IS EXPRESSLY UNDERSTOOD BY CALIBR AND CEO THAT WAIVER OF PAYMENT(S) SHALL IN NO WAY ALTER OR INFLUENCE INSTITUTE'S FUTURE PAYMENT OBLIGATIONS TO THE CEO OR THE DETERMINATION OR IMPLEMENTATION OF THE COMPENSATION CAP. EFFECTIVE OCTOBER 1, 2016 THE CEO HAS A COMPENSATION ARRANGEMENT THAT INCLUDES $502,433 IN BASE COMPENSATION, BONUSES AND NON-MONETARY BENEFITS, AND PREREQUISITES FOR THE FISCAL YEAR ENDING AUGUST 31, 2017. KEY DELIBERATIONS OF THE COMMITTEE ARE CONTEMPORANEOUSLY DOCUMENTED IN MINUTES WHICH ARE APPROVED AT THE NEXT COMMITTEE MEETING. THE DOCUMENTATION INCLUDES THE TERMS OF THE DELIBERATIONS, THOSE THAT VOTED ON IT, AND A DESCRIPTION OF PUBLICALLY AVAILABLE COMPENSATION DATA RELIED UPON AND HOW IT WAS OBTAINED. |
| OTHER OFFICER COMPENSATION | FORM 990, PART VI, LINE 15B OTHER OFFICER SALARIES ARE DETERMINED BY CALIBR'S CEO BASED ON COMPARABLE SALARIES FOR INDIVIDUALS HAVING SIMILAR ROLES AND RESPONSIBILITIES AT SIMILAR NON-PROFITS AND BIOTECH COMPANIES. |
| PUBLIC AVAILABILITY OF DOCUMENTATION | FORM 990, PART VI, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |