PALO ALTO VETERANS INSTITUTE FOR RESEARCH: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- PALO ALTO VETERANS INSTITUTE FOR RESEARCH (EIN 77-0207331)
- Tax period
- 2016-10-01 to 2017-09-30
- Filed
- 2018-05-31
- IRS object ID
- 201821519349300722
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-31T11:19:35-05:00 | ReturnTs |
| Tax Period End | 2017-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Moss Adams LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 Second Street Suite 900 | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770207331 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Palo Alto Veterans Institute for | BusinessNameLine1Txt |
| Business Name Line2 | Research | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PALO | BusinessNameControlTxt |
| Phone | 6508583970 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3801 Miranda Avenue | AddressLine1Txt |
| City | Palo Alto | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94304 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Michael A Hindery | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 6508583970 | PhoneNum |
| Signature | 2018-05-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Richard Croghan | PreparerPersonNm |
| PTIN | P00089862 | PTIN |
| Phone | 4159561500 | PhoneNum |
| Preparation | 2018-05-29 | 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 | Michael A Hindery | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3801 Miranda Avenue | AddressLine1Txt |
| City | Palo Alto | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94304 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $28,245,650 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.pavir.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1988 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | Advance veteran and public health through innovative research. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 2 | VotingMembersIndependentCnt |
| Total Employee | 313 | TotalEmployeeCnt |
| Total Volunteers | 12 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $23,247,661 | PYContributionsGrantsAmt |
| CY Contributions Grants | $22,428,354 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,963,804 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $5,764,860 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,208 | PYInvestmentIncomeAmt |
| CY Investment Income | $36,210 | CYInvestmentIncomeAmt |
| PY Other Revenue | $6,300 | PYOtherRevenueAmt |
| CY Other Revenue | $10,961 | CYOtherRevenueAmt |
| PY Total Revenue | $28,219,973 | PYTotalRevenueAmt |
| CY Total Revenue | $28,240,385 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $15,765,025 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $16,118,014 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $11,121,114 | PYOtherExpensesAmt |
| CY Other Expenses | $11,567,864 | CYOtherExpensesAmt |
| PY Total Expenses | $26,886,139 | PYTotalExpensesAmt |
| CY Total Expenses | $27,685,878 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,333,834 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $554,507 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $10,945,542 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,757,503 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,175,921 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,466,398 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $7,769,621 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $8,291,105 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | See Schedule O | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,455,623 | ExpenseAmt |
| Desc | PREDICTING RESILIENCE IN THE HUMAN MICROBIOME - DAVID RELMAN, MDDR. DAVID RELMAN IS THE PROJECT DIRECTOR OF ONE OF PAVIR'S LARGEST, MULTI-YEAR RESEARCH PROJECTS. IT IS ON THE CUTTING EDGE OF EXAMINING THE HUMAN MICROBIOME, THE COLLECTIVE GENOMES OF THE MICRO-ORGANISMS THAT RESIDE IN HUMANS. SPECIFICALLY, THE PROJECT AIMS TO ANSWER QUESTIONS RELATING TO RESILIENCE IN THE HUMAN MICROBIOME. HUMANS HAVE CO-EVOLVED WITH COMPLEX, DYNAMIC MICROBIAL COMMUNITIES THAT PLAY ESSENTIAL ROLES IN NUTRITION, METABOLISM, IMMUNITY, AND NUMEROUS OTHER ASPECTS OF HUMAN PHYSIOLOGY. HENCE, MAINTENANCE AND RECOVERY OF KEY BENEFICIAL SERVICES BY THE MICROBIOTA IN THE FACE OF DISTURBANCE IS FUNDAMENTAL TO HEALTH. THE GOAL IS TO IDENTIFY FEATURES OF THE HUMAN MICROBIOME THAT PREDICT MICROBIAL COMMUNITY STABILITY AND RESILIENCE FOLLOWING DISTURBANCE. THE BREADTH AND MAGNITUDE OF THIS PROJECT'S IMPACT ARE SIGNIFICANT: THE STUDY TEAM TESTS TO PREDICT MICROBIAL COMMUNITY RESPONSES TO DISTURBANCE, AND WORKS ON PROCEDURES TO STABILIZE OR RESTORE BENEFICIAL MICROBIAL INTERACTIONS AS NEEDED. A PREDICTIVE UNDERSTANDING OF THE STABILITY AND RESILIENCE OF THE GUT MICROBIOTA WILL ADVANCE THE RATIONAL PRACTICE OF MEDICINE. THIS PROJECT'S PARTICIPANT RECRUITMENT IS NEARLY COMPLETE, AND DATA COLLECTION HAS BEEN OPTIMIZED RESULTING IN A REDUCTION OF TECHNICAL VARIANCE AND REDUCED COMPLEXITY OF THE OVERALL PROTOCOL. AN ADDITIONAL AREA OF RECENT PROGRESS HAS BEEN IN DEVELOPING STANDARDS TO USE A LIQUID HANDLING ROBOT TO FACILITATE SEVERAL STEPS OF THE OVERALL WORK FLOW. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $959,086 | ExpenseAmt |
| Revenue | $1,924,465 | RevenueAmt |
| Desc | A PROSPECTIVE INVESTIGATION OF THE RISKS OF OPIOID MISUSE, ABUSE, AND ADDICTION AMONG PATIENTS TREATED WITH EXTENDED-RELEASE/LONG ACTING (ER/LA) OPIOIDS FOR TREATMENT OF CHRONIC PAIN - SESHADRI MUDUMBAI, MD, MS. THIS STUDY EXAMINES THE MAGNITUDE OF MISUSE, ABUSE, AND ADDICTION AMONG PATIENTS WHO ARE TREATED WITH OPIOIDS FOR CHRONIC PAIN WHILE HAVING COMORBIDITY OF OPIOID USE DISORDER WITH OTHER SUBSTANCE USE AND PSYCHIATRIC DISORDERS AND ESTIMATES HOW THE RISK OF THESE OUTCOMES VARIES BY THE PRESENCE OF RISK FACTORS AMONG PATIENTS TREATED WITH OPIOIDS LONG-TERM. THE PUBLIC HEALTH CRISIS OF OPIOID MISUSE, ADDICTION AND OVERDOSE IS ONE OF THE MOST CHALLENGING ISSUES FACED BY AMERICAN SOCIETY. THE ISSUE CUTS ACROSS EVERY SOCIOECONOMIC LEVEL AND GEOGRAPHIC BOUNDARY. EVERY COMMUNITY IN AMERICA HAS BEEN TOUCHED BY FRIENDS, FAMILY MEMBERS OR COLLEAGUES SUFFERING FROM OPIOID ADDICTION, AND FAR TOO OFTEN, LOSING THEIR LIVES TO IT. OVER THE PAST FEW YEARS, THE FDA HAS TAKEN MANY ACTIONS TO HELP REDUCE THE NUMBER OF PEOPLE WHO BECOME ADDICTED, OR ULTIMATELY OVERDOSE FROM PRESCRIPTION OPIOIDS. TO COMBAT THIS EPIDEMIC, THE FDA MANDATED THAT PHARMACEUTICAL COMPANIES HOLDING NEW DRUG APPLICATIONS (NDA) OF EXTENDED-RELEASE/LONG LASTING (ER/LA) OPIOIDS CONDUCT ONE OR MORE STUDIES TO PROVIDE QUANTITATIVE ESTIMATES OF SERIOUS RISKS OF MISUSE, ABUSE, ADDICTION, OVERDOSE, AND DEATH ASSOCIATED WITH LONG-TERM USE OF OPIOIDS FOR MANAGEMENT OF CHRONIC PAIN, AMONG PATIENTS PRESCRIBED ER/LA OPIOID PRODUCTS. ALTHOUGH ABUSE AND MISUSE OF PRESCRIPTION OPIOIDS HAVE INCREASED OVER THE PAST DECADE, THERE IS DEBATE ABOUT THE MAGNITUDE OF MISUSE, ABUSE, AND ADDICTION AMONG PATIENTS WHO ARE TREATED WITH OPIOIDS FOR CHRONIC PAIN. FURTHER, ALTHOUGH THERE APPEARS TO BE COMORBIDITY OF OPIOID USE DISORDER WITH OTHER SUBSTANCE USE AND PSYCHIATRIC DISORDER, THERE IS INSUFFICIENT DATA TO ESTIMATE HOW THE RISK OF THESE OUTCOMES VARIES BY THE PRESENCE OF RISK FACTORS AMONG PATIENTS TREATED WITH OPIOIDS LONG-TERM. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $713,227 | ExpenseAmt |
| Desc | A BIOORTHOGONAL APPROACH TO STUDY MAMMALIAN AGING - TONY WYSS-CORAY, PH.D. AGING IS THE MAJOR RISK FACTOR FOR MOST OF THE LEADING CAUSES OF DEATH IN THE U.S., INCLUDING HEART DISEASE, CANCER, STROKE AND DEMENTIA. DR. WYSS-CORAY'S LABORATORY IS WORKING ON A NEW TECHNOLOGY WHICH WILL IDENTIFY FACTORS THAT CAN REJUVENATE THE BRAIN AND OTHER ORGANS AND ACCELERATE OUR UNDERSTANDING OF THE BASIC BIOLOGY OF AGING. THE WYSS-CORAY LABORATORY IS POISED TO FACILITATE THE IDENTIFICATON, LOCALIZATION, AND TRACKING OF FACTORS SECREATED FROM SPECIFIC ORGANELLES, CELL TYPES, OR ORGANS IN VIVO. THIS IS TRULY INNOVATIVE AND HAS NOT BEEN DONE BEFORE. THE POTENTIAL APPLICATIONS OF THIS TECHNOLOGY FOR DISEASE AND BIOLOGICAL RESEARCH IN GENERAL COULD BE ENORMOUS, AND WILL GET US CLOSER TO ANSWERING FUNDAMENTAL QUESTIONS ON WHAT CONTROLS ORGANISMAL AGING. THESE QUESTIONS INCLUDE WHETHER AGING STARTS IN ONE TISSUE AND SPREADS TO ANOTHER, OR STARTS IN ONE CELL TYPE AND SPREADS TO OTHER CELLS AND TISSUES, OR STARTS SIMULTANEOUSLY IN ALL CELLS, OR DRIVEN BY OTHER FACTORS. THIS PROJECT FOLLOWS A PREVIOUS GROUNDBREAKING DISCOVERY IN DR. WYSS-CORAY'S LABORATORY THAT SOLUBLE, HEAT LABILE FACTORS IN BLOOD PLASMA ARE SUFFICIENT TO ACCELERATE BRAIN AGING OR REGENERATE AND REJUVINATE OLD BRAINS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $20,440,906 | ExpenseAmt |
| Revenue | $3,840,395 | RevenueAmt |
| Desc | PAVIR IS PRIVILEGED TO WORK WITH A LARGE COMMUNITY OF UNIQUELY TALENTED MEDICAL RESEARCHERS ACROSS A BROAD SPECTRUM OF RESEARCH AREAS AS WE FULFILL OUR MISSION OF ADVANCING VETERANS AND PUBLIC HEALTH THROUGH INNOVATIVE RESEARCH. THE RANGE OF RESEARCH ACTIVITIES IS BROAD AND INCLUDES SPECIAL EMPHASIS ON MAJOR DISEASE CATEGORIES, ALL OF WHICH ARE PREVALENT IN THE VA'S PATIENT POPULATION. THESE INCLUDE CARDIOVASCULAR MEDICINE, MENTAL HEALTH, CHRONIC INFLAMMATORY DISEASE, STEM CELL/REGENERATIVE MEDICINE, PAIN, SLEEP DISORDERS, AND MANY OTHERS. IN ADDITION TO DISEASE SPECIFIC RESEARCH, PAVIR IS ENGAGED IN SUPPORTING RESEARCH AIMED AT ENHANCING HEALTH CARE. PAVIR'S RESEARCH PORTFOLIO INCLUDES COMPARATIVE STUDIES IN WHICH RESEARCH TEAMS ARE LEARNING WHICH TREATMENTS ARE SUPERIOR TO OTHERS, HOW TO AUGMENT OR IMPROVE STANDARD OF CARE, AS WELL AS HOW TO ENHANCE THE OPERATION OF HEALTH CARE. FURTHERMORE, PAVIR IS SUPPORTING EDUCATIONAL ACTIVITIES, ESPECIALLY IN AREAS OF ADVANCING CLINICAL CARE FOR VETERANS AND FOSTERING THE PROFESSIONAL DEVELOPMENT OF OUR EXPERT STAFF. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $20,440,906 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $3,840,395 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $23,568,842 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | 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 | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 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 | 0 | 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 | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | 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 | 53 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 313 | 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 2 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 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 | Lily Ibragimov | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6508583970 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3801 Miranda Avenue | AddressLine1Txt |
| City | Palo Alto | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94304 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Thomas J Fitzgerald III | ||||||||
| Statutory VA Director | 0.50 | 40.00 | Yes (X) | $0 | $0 | $0 | ||
| Charlie Conz | ||||||||
| Director | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Mary K Goldstein | ||||||||
| Director | 0.50 | 40.00 | Yes (X) | $0 | $0 | $0 | ||
| Lawrence Leung | ||||||||
| Statutory VA Director, Secr./Treas. | 1.00 | 40.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| David J Clark | ||||||||
| Director | 0.50 | 40.00 | Yes (X) | $0 | $0 | $0 | ||
| Odette Harris | ||||||||
| Director | 0.50 | 40.00 | Yes (X) | $0 | $0 | $0 | ||
| Philip Tsao | ||||||||
| Statutory VA Dir/Aud Committee Chair | 1.00 | 40.00 | Yes (X) | $0 | $0 | $0 | ||
| Mark Nicolls | ||||||||
| Director, Board Chair | 1.00 | 40.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Ferid Murad | ||||||||
| Director | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| John Pollard | ||||||||
| Statutory VA Dir/Aud Committee Memb | 0.50 | 40.00 | Yes (X) | $0 | $0 | $0 | ||
| Robert Sloss | ||||||||
| Director | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Phillip L Jelsma | ||||||||
| Director through 7/26/2017 | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Kerstin Lynam | ||||||||
| CEO | 40.00 | 0.00 | $275,453 | $0 | $35,991 | Yes (X) | ||
| Bonnie Oiking Liang | ||||||||
| CFO/COO | 40.00 | 0.00 | $207,956 | $0 | $15,578 | Yes (X) | ||
| Mary L Thornton | ||||||||
| Director of Data Integrity | 40.00 | 0.00 | $131,963 | $0 | $20,218 | Yes (X) | ||
| Wen Amy Tian | ||||||||
| Research Scientist II | 40.00 | 0.00 | $123,860 | $0 | $18,723 | Yes (X) | ||
| Lily Ibragimov | ||||||||
| Controller | 40.00 | 0.00 | $123,522 | $0 | $19,279 | Yes (X) | ||
| Stephanie L Hensey | ||||||||
| Database Analyst II | 40.00 | 0.00 | $119,657 | $0 | $22,311 | Yes (X) | ||
| Xinguo Jiang | ||||||||
| Research Scientist II | 40.00 | 0.00 | $117,400 | $0 | $23,707 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,099,811 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $155,807 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 17 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Toussaint Bradford P | |||||
| 104 Loma Road | San Carlos | CA | 94070 | Lean Consulting Services | $141,525 |
| Moss Adams LLP | |||||
| PO Box 101822 | Pasadena | CA | 911891822 | Auditing and Tax Services | $105,925 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $21,576,795 | GovernmentGrantsAmt |
| All Other Contributions | $851,559 | AllOtherContributionsAmt |
| Total Contributions | $22,428,354 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Medical Research | 541700 | $4,704,208 | $4,704,208 |
| GOVT FEES & CONTRACTS | 541700 | $1,060,652 | $1,060,652 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $5,764,860 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $41,475 | TotalRevenueColumnAmt |
| Exclusion | $41,475 | ExclusionAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $5,265 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -$5,265 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$5,265 | TotalRevenueColumnAmt |
| Exclusion | -$5,265 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous Revenue | Desc |
| Business | 541700 | BusinessCd |
| Total Revenue Column | $10,961 | TotalRevenueColumnAmt |
| Exclusion | $10,961 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $10,961 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $28,240,385 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,764,860 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $47,171 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $618,300 | TotalAmt |
| Program Services | $29,948 | ProgramServicesAmt |
| Management And General | $588,352 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,610,874 | TotalAmt |
| Program Services | $10,607,749 | ProgramServicesAmt |
| Management And General | $2,003,125 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $644,475 | TotalAmt |
| Program Services | $500,572 | ProgramServicesAmt |
| Management And General | $143,903 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,207,453 | TotalAmt |
| Program Services | $1,092,600 | ProgramServicesAmt |
| Management And General | $114,853 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,036,912 | TotalAmt |
| Program Services | $832,448 | ProgramServicesAmt |
| Management And General | $204,464 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,640 | TotalAmt |
| Program Services | $6,841 | ProgramServicesAmt |
| Management And General | $24,799 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,515 | TotalAmt |
| Management And General | $93,515 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,068,077 | TotalAmt |
| Program Services | $1,580,252 | ProgramServicesAmt |
| Management And General | $487,825 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,724 | TotalAmt |
| Program Services | $25,774 | ProgramServicesAmt |
| Management And General | $9,950 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $348,757 | TotalAmt |
| Program Services | $225,906 | ProgramServicesAmt |
| Management And General | $122,851 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $192,332 | TotalAmt |
| Program Services | $176,995 | ProgramServicesAmt |
| Management And General | $15,337 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $185,752 | TotalAmt |
| Program Services | $185,752 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $215,686 | TotalAmt |
| Program Services | $183,509 | ProgramServicesAmt |
| Management And General | $32,177 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $403,272 | TotalAmt |
| Program Services | $396,978 | ProgramServicesAmt |
| Management And General | $6,294 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,557 | TotalAmt |
| Management And General | $42,557 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Research Material Costs | $3,536,371 | $3,536,315 | $56 |
| Subrecipients | $1,901,938 | $1,901,938 | |
| Personnel Cost | $1,764,967 | $1,639,256 | $125,711 |
| Equipment Maintenance | $339,168 | $338,337 | $831 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $408,108 | TotalAmt |
| Program Services | $307,672 | ProgramServicesAmt |
| Management And General | $100,436 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,685,878 | TotalAmt |
| Program Services | $23,568,842 | ProgramServicesAmt |
| Management And General | $4,117,036 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,506,687 | BOYAmt |
| EOY | $2,928,738 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,088,935 | BOYAmt |
| EOY | $5,657,522 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,902,244 | BOYAmt |
| EOY | $3,682,969 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $315,443 | BOYAmt |
| EOY | $312,777 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,389,727 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,219,230 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,132,233 | BOYAmt |
| EOY | $1,170,497 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $5,000 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,945,542 | BOYAmt |
| EOY | $13,757,503 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,417,447 | BOYAmt |
| EOY | $3,556,650 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $758,474 | BOYAmt |
| EOY | $1,909,748 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,175,921 | BOYAmt |
| EOY | $5,466,398 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,811,348 | BOYAmt |
| EOY | $7,800,555 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $958,273 | BOYAmt |
| EOY | $490,550 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,769,621 | BOYAmt |
| EOY | $8,291,105 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,945,542 | BOYAmt |
| EOY | $13,757,503 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $554,507 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,586 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$31,437 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Medical Research Organization | Yes (X) | MedicalResearchOrganizationInd |
Hospital Name And Address HospitalNameAndAddressGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | va palo alto health care system | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| City | palo alto | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | Yes (1) | GrantsOtherOrganizationsInd |
| Grants Other Organizations | $348 | GrantsOtherOrganizationsAmt |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $348 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part II-B, Line 1: | FormAndLineReferenceDesc |
| Explanation | Our organization paid membership dues to the National Association of Veterans Research and Education Foundations (NAVREF). The reported figure is the portion of those dues which NAVREF estimates contributed to its lobbying activities. | ExplanationTxt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,389,727 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,219,230 | DepreciationAmt |
| Book Value | $1,170,497 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,170,497 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $28,207,362 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$1,586 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$31,437 | OtherRevenueAmt |
| Revenue Not Reported | -$33,023 | RevenueNotReportedAmt |
| Revenue Subtotal | $28,240,385 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $28,240,385 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $27,685,878 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $27,685,878 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $27,685,878 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part X, Line 2: | Palo Alto Veterans Institute for Research is a nonprofit corporation exempt from federal income tax under Internal Revenue Code section 501(c)(3) and state income tax under California Revenue and Taxation Code section 23701d. However, income from certain activities not directly related to the Organization's tax-exempt purpose may be subject to taxation as unrelated business income. The Organization qualifies for the charitable contribution deduction under IRC section 170(b)(1)(A)(iii) and has been classified as an Organization that is not a private foundation under section 509(a)(1). As of September 30, 2017, the Organization had no unrecognized tax benefits or uncertain tax positions requiring accrual. Therefore, no provision for income taxes has been provided in the financial statements. |
| Part XI, Line 2d - Other Adjustments: | Reversal of Prior Year Contributions -31,437. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Kerstin Lynam | ||||||||||||||
| CEO | $275,453 | $0 | $0 | $0 | $0 | $0 | $23,410 | $0 | $12,581 | $0 | $311,444 | $0 | $0 | $0 |
| Bonnie Oiking Liang | ||||||||||||||
| CFO/COO | $207,956 | $0 | $0 | $0 | $0 | $0 | $7,763 | $0 | $7,815 | $0 | $223,534 | $0 | $0 | $0 |
| Mary L Thornton | ||||||||||||||
| Director of Data Integrity | $131,963 | $0 | $0 | $0 | $0 | $0 | $12,150 | $0 | $8,068 | $0 | $152,181 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 1 | Advancing Veteran and public health through innovative research. The Palo Alto Veterans Institute for Research (PAVIR) facilitates research and education activities conducted at the VA Palo Alto Health Care System (VAPAHCS). The range of research activities is broad and includes special emphasis on: cardiovascular medicine; cancer; mental health--including Traumatic Brain Injury (TBI) and Post Traumatic Stress Disorder (PTSD); chronic inflammatory disease; and stem cell/regenerative medicine. Genomic medicine is a major overarching interest in our pursuit of health improvements for Veterans. We believe that advances in genomics will make personalized medicine a reality. |
| Form 990, Part VI, Section A, line 7a | Four Directors of the organization shall be those persons holding the Veterans Affairs Palo Alto Health Care System (VAPAHCS) positions of Director, Chief of Staff, Associate Chief of Staff for Research and Development, and Associate Chief of Staff for Education. The remaining non-VA statutory and non-statutory positions are nominated by the Chair of the Board of Directors, Secretary/Treasurer, and CEO, and ultimately appointed by the VAPAHCS Director. |
| Form 990, Part VI, Section A, line 7b | The Secretary of Veterans Affairs has authorized the VAPAHCS Director to order the dissolution of the organization in the event of a determination that the organization is no longer serving the interest of the Veterans Health Administration. |
| Form 990, Part VI, Section B, line 11b | THE FORM 990 HAS BEEN PROVIDED TO ALL BOARD MEMBERS FOR THEIR REVIEW AND APPROVAL PRIOR TO THE FILING OF ALL RELATED TAX FORMS. |
| Form 990, Part VI, Section B, line 12c | Each year, PAVIR's directors, officers, and key employees must review PAVIR's Conflict of Interest Policy and complete and sign a Conflict of Interest Disclosure Questionnaire, disclosing any potential areas of conflict of interest occurring during the preceding 12 months. In addition, directors and officers are required to complete an annual conflict of interest policy training. If a potential conflict of interest arises subsequent to submitting a Disclosure Questionnaire or between submissions, a director, officer, or employee shall promptly bring the situation to the attention of the Chair of the Board (applicable for members of the Board, officers, and the CEO) or the CEO (for PAVIR administrative employees and employees directly or indirectly engaged in VA research or education). Whenever there is reason to believe that a potential conflict of interest exists between PAVIR and any board member, officer, or employee, the Board will promptly convene a meeting to determine whether a conflict exists and the appropriate response. A director, officer, or employee who has a potential conflict of interest with respect to a proposed PAVIR decision, policy, transaction, or arrangement will not participate in any way in, or be present during, the deliberations and decision-making vote of PAVIR with respect to such matter. The process and result of the deliberation is recorded in the minutes of the Board meeting. |
| Form 990, Part VI, Section B, line 15 | PAVIR conducted a compensation study for executive positions, utilizing data from comparable organizations based on geography, industry and revenue. The study was presented to the Board of Directors for review and approval. The Board convened an executive session, during which the compensation data was used to make executive compensation decisions. The Board decisions regarding executive compensation was documented in file. |
| Form 990, Part VI, Section C, line 19 | The audited financial statements, organizing/governing documents, and conflict of interest policy are available upon written request. |
| Form 990, Part XI, line 9: | Reversal of Prior Year Contributions -31,437. |
| Form 990, PART VII AND SCHEDULE J, PART II: | COMPENSATION FROM RELATED ORGANIZATION: ON 4/23/2018, THE CEO WROTE TO EACH OF THE 8 BOARD MEMBERS WHO ARE COMPENSATED BY THE VA PALO ALTO HEALTH CARE SYSTEM REQUESTING PERMISSION TO OBTAIN HIS/HER COMPENSATION INFORMATION FOR THE TAX YEAR ENDING 12/31/16. IN RESPONSE, ALL BOARD MEMBERS DECLINED IN WRITING TO PROVIDE THEIR COMPENSATION INFORMATION. NONE OF THE BOARD MEMBERS RECEIVE COMPENSATION IN RELATION TO THEIR DUTIES AS BOARD MEMBERS OF PAVIR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VA PALO ALTO HEALTH CARE SYSTEM | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3801 MIRANDA AVENUE | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94304 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941179505 | EIN |
| Primary Activities | tEACHING HOSPITAL, PROVIDING A FULL RANGE OF PATIENT CARE SERVICES | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(1) | ExemptCodeSectionTxt |
| 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 | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |