SAMUELI INSTITUTE FOR INFORMATION: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- SAMUELI INSTITUTE FOR INFORMATION (EIN 33-0935065)
- Tax period
- 2016-10-01 to 2017-09-30
- Filed
- 2018-02-21
- IRS object ID
- 201800529349300515
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule I
- Schedule J
- Schedule L
- Schedule N
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-02-21T09:24:25-06:00 | ReturnTs |
| Tax Period End | 2017-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521392008 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GELMAN ROSENBERG & FREEDMAN | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4550 MONTGOMERY AVE SUITE 650N | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208142930 | 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 | 330935065 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAMUELI INSTITUTE FOR INFORMATION | BusinessNameLine1Txt |
| Business Name Line2 | BIOLOGY | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAMU | BusinessNameControlTxt |
| Phone | 2405932159 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O JOAN WALTER 1150 KERSEY ROAD | AddressLine1Txt |
| City | SILVER SPRING | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20902 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOAN WALTER | PersonNm |
| Person Title | COO & TREASURER | PersonTitleTxt |
| Phone | 2405932159 | PhoneNum |
| Signature | 2018-02-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES LARSON CPA | PreparerPersonNm |
| PTIN | P01329561 | PTIN |
| Phone | 3019519090 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 75.103.231.202 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-02-21 | IPDt |
| IP Tm | 10:24:01 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 361F31FFFAF1A8969DB1EC184ADF9F5B90A96905 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A2F6C3A5568DE9566EF1F96DA6C530556A1DCE36 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | WAYNE BOICE JONAS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O JOAN WALTER 1150 KERSEY ROAD | AddressLine1Txt |
| City | SILVER SPRING | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20902 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $842,964 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SAMUELIINSTITUTE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2000 | FormationYr |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Activity Or Mission | SEE PART III, LINE 1. | ActivityOrMissionDesc |
| Contract Termination | Yes (X) | ContractTerminationInd |
| Voting Members Governing Body | 4 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 2 | VotingMembersIndependentCnt |
| Total Employee | 12 | TotalEmployeeCnt |
| Total Volunteers | 3 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,492,552 | PYContributionsGrantsAmt |
| CY Contributions Grants | $346,650 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $712,958 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $227,530 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,881 | PYInvestmentIncomeAmt |
| CY Investment Income | -$339,665 | CYInvestmentIncomeAmt |
| PY Other Revenue | $251,432 | PYOtherRevenueAmt |
| CY Other Revenue | $263,435 | CYOtherRevenueAmt |
| PY Total Revenue | $5,461,823 | PYTotalRevenueAmt |
| CY Total Revenue | $497,950 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $56,036 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,340,051 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,397,925 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,192,518 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $87,270 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,659,212 | PYOtherExpensesAmt |
| CY Other Expenses | $2,256,911 | CYOtherExpensesAmt |
| PY Total Expenses | $8,113,173 | PYTotalExpensesAmt |
| CY Total Expenses | $5,789,480 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,651,350 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$5,291,530 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $9,462,407 | TotalAssetsBOYAmt |
| Total Assets EOY | $39,834 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,131,366 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $323 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,331,041 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $39,511 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | OUR MISSION IS TO CREATE A FLOURISHING SOCIETY THROUGH THE SCIENTIFIC EXPLORATION OF WELLNESS AND WHOLE-PERSON HEALING. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | Yes (1) | SignificantChangeInd |
| Expense | $1,475,041 | ExpenseAmt |
| Grant | $1,340,051 | GrantAmt |
| Desc | CENTER FOR MILITARY MEDICAL RESEARCH:THE CENTER FOR MILITARY MEDICAL RESEARCH PROGRAM IS THE UNIT WITHIN THE INSTITUTE THAT EXECUTES THE MAJORITY OF THE RESEARCH PROJECTS THAT ARE FUNDED THROUGH OUR DOD GRANTS. IN THE FIRST QUARTER OF FY17, THE INSTITUTE CARRIED SEVERAL OF THESE GRANTS, INCLUDING CONDUCTING RESEARCH ON THE ELEMENTS OF HEALTH PRESERVATION WITHIN THE ARMED FORCES, RESEARCH ON PAIN AND STRESS IN PATIENTS UNDERGOING SURGERY AT A MAJOR MILITARY MEDICAL CENTER, A CLINICAL TRIAL OF CHIROPRACTIC CARE FOR CHRONIC AND RECURRENT BACK PAIN IN MILITARY PERSONNEL, AND THE USE OF DIETARY SUPPLEMENTS FOR PAIN MANAGEMENT. IN 2017, ALL OF THE MILITARY GRANTS WERE TERMINATED AND REISSUED TO ANOTHER NON-PROFIT RESEARCH ORGANIZATION (TLIF), EXCEPT FOR THE "THE MILITARY COMPLEMENTARY AND ALTERNATIVE MEDICINE RESEARCH FOR MILITARY OPERATIONS AND HEALTHCARE (MIL-CAM)," WHICH CONTINUED IN THE INSTITUTE'S HANDS THROUGH JULY 2017, AT WHICH TIME IT ENDED. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $368,760 | ExpenseAmt |
| Revenue | $227,530 | RevenueAmt |
| Desc | CENTER FOR HEALING AND WELLBEING:SAMUELI INSTITUTE CONDUCTED RESEARCH ON AN INTEGRATIVE CANCER TREATMENT PROGRAM IN VANCOUVER, BC. THE RESEARCH WAS FUNDED BY THE HECHT FOUNDATION, USING FUNDS PREVIOUSLY CONTRIBUTED TO SI. THE PROGRAM WAS TRANSFERRED TO UNIVERSITY OF CALIFORNIA SAN DIEGO, UNDER THE LEADERSHIP OF ONE OF THE COLLABORATORS ON THE PROJECT.ACUPUNCTURE AND PAIN-SAMUELI INSTITUTE RESEARCHERS COMPLETED A RANDOMIZED CLINICAL TRIAL EVALUATING TWO ACUPUNCTURE METHODS FOR THE TREATMENT OF TBI-RELATED HEADACHES. THAT STUDY AND ITS RESULTS WERE PUBLISHED IN 2016 IN MEDICAL ACUPUNCTURE. THE STUDY PROVIDES EVIDENCE OF THE BENEFIT OF INCLUDING ACUPUNCTURE AS A CARE OPTION FOR TBI-ASSOCIATED HEADACHES AMONG ACTIVE DUTY PERSONNEL. THE INSTITUTE ALSO PARTICIPATED IN A JOINT INCENTIVE FUND PROGRAM TO ASSESS THE IMPACT ON HEALTHCARE OPERATIONS OF AN ENTERPRISE-WIDE TRAINING PROGRAM IN A SIMPLIFIED EAR ACUPUNCTURE TECHNIQUE. RESULTS OF THIS PROGRAM WILL BE DISSEMINATED IN 2017, AND MAY INFORM THE PROCESS OF SPREADING INTEGRATIVE PRACTICES FOR PAIN MANAGEMENT ACROSS THE DOD.INTEGRATIVE MEDICINE AND PTSD- THE INSTITUTE ALSO COMPLETED THE EVALUATION OF THE BACK-ON-TRACK PROGRAM AT CAMP LEJEUNE. PRELIMINARY ANALYSIS SHOWED SIGNIFICANT POSITIVE EFFECTS ON PTSD AND COMBAT-RELATED STRESS SYMPTOMS FROM THIS HOLISTIC, INTEGRATIVE PROGRAM. THIS STUDY VALIDATES THE IMPORTANT RETURNS ON THE MILITARY'S INVESTMENT IN THE BACK-ON-TRACK PROGRAM AND PROVIDES A FULLY-DEVELOPED DATA COLLECTION SYSTEM THAT WILL BE USED BY THE PROGRAM ON AN ONGOING BASIS TO CONDUCT RAPID ANALYSES IN THE FUTURE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,843,801 | 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 | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 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 | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | Yes (1) | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 5 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 12 | 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 | 4 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 2 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOAN WALTER | PersonNm |
| Phone | 2405932159 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1150 KERSEY RD | AddressLine1Txt |
| City | SILVER SPRING | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20902 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| WAYNE JONAS | ||||||
| PRESIDENT & CEO (THROUGH 12/16) | 40.00 | Yes (X) | Yes (X) | $99,648 | $0 | $1,383 |
| SUSAN SAMUELI | ||||||
| CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MICHAEL SCHULMAN | ||||||
| SECRETARY | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| HENRY SAMUELI | ||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |
| JOAN WALTER | ||||||
| COO (& TREAS. BEG. 08/17) | 40.00 | Yes (X) | $457,887 | $0 | $12,403 | |
| KEVIN BERRY | ||||||
| VICE PRESIDENT (THROUGH 11/16) | 40.00 | Yes (X) | $91,024 | $0 | $2,014 | |
| BONNIE SAKALLARIS | ||||||
| VICE PRESIDENT (THROUGH 11/16) | 40.00 | Yes (X) | $102,339 | $0 | $944 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $750,898 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $16,744 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| HOGAN LOVELLS US LLP | |||||
| 555 THIRTEENTH STREET NW | WASHINGTON | DC | 20004 | LEGAL FEES | $164,790 |
| CAPITOLINE CONSULTING | |||||
| 600 SECOND ST 404 | ALEXANDRIA | VA | 22313 | LOBBYING, CONSULTING | $157,304 |
| HELIOS HR LLC | |||||
| 1900 CAMPUS COMMONS DRIVE SUITE 52 | RESTON | VA | 20191 | HUMAN RESOURCE SERVICES | $118,899 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $50,000 | RelatedOrganizationsAmt |
| Government Grants | $266,493 | GovernmentGrantsAmt |
| All Other Contributions | $30,157 | AllOtherContributionsAmt |
| Total Contributions | $346,650 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| SERVICE FEES | 900099 | $226,530 | $226,530 |
| HONORARIUM | 900099 | $1,000 | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $227,530 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,291 | TotalRevenueColumnAmt |
| Exclusion | $3,291 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $234,623 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $234,623 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $234,623 | TotalRevenueColumnAmt |
| Exclusion | $234,623 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $2,058 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $345,014 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -$342,956 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$342,956 | TotalRevenueColumnAmt |
| Exclusion | -$342,956 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $28,812 | TotalRevenueColumnAmt |
| Exclusion | $28,812 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $28,812 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $497,950 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $227,530 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$76,230 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,340,051 | TotalAmt |
| Program Services | $1,340,051 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,415,143 | TotalAmt |
| Program Services | $1,041,802 | ProgramServicesAmt |
| Management And General | $363,848 | ManagementAndGeneralAmt |
| Fundraising | $9,493 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $565,317 | TotalAmt |
| Program Services | $415,509 | ProgramServicesAmt |
| Management And General | $145,999 | ManagementAndGeneralAmt |
| Fundraising | $3,809 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,016 | TotalAmt |
| Program Services | $29,016 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,183 | TotalAmt |
| Program Services | $77,616 | ProgramServicesAmt |
| Management And General | $567 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,859 | TotalAmt |
| Program Services | $104,859 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $311,698 | TotalAmt |
| Management And General | $311,698 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,820 | TotalAmt |
| Management And General | $58,820 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $168,695 | TotalAmt |
| Program Services | $84 | ProgramServicesAmt |
| Management And General | $168,611 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $249,553 | TotalAmt |
| Program Services | $5,597 | ProgramServicesAmt |
| Management And General | $243,956 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $544,135 | TotalAmt |
| Management And General | $544,135 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,591 | TotalAmt |
| Program Services | $18,936 | ProgramServicesAmt |
| Management And General | $4,655 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,327 | TotalAmt |
| Program Services | $2,675 | ProgramServicesAmt |
| Management And General | $19,097 | ManagementAndGeneralAmt |
| Fundraising | $555 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,134 | TotalAmt |
| Fundraising | $1,134 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,548 | TotalAmt |
| Management And General | $29,548 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,565 | TotalAmt |
| Management And General | $17,565 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| G&A ALLOCATION | $0 | -$1,210,271 | $1,143,935 | $66,336 |
| LEASE TERMINATION COSTS | $770,589 | $770,589 | ||
| OFFICE SERVICES | $12,004 | $12,004 | ||
| LICENSE/PERMITS/TAXES | $10,588 | $10,588 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,664 | TotalAmt |
| Program Services | $17,927 | ProgramServicesAmt |
| Management And General | $12,794 | ManagementAndGeneralAmt |
| Fundraising | $5,943 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,789,480 | TotalAmt |
| Program Services | $1,843,801 | ProgramServicesAmt |
| Management And General | $3,858,409 | ManagementAndGeneralAmt |
| Fundraising | $87,270 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $176,925 | BOYAmt |
| EOY | $39,834 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,608,537 | BOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $387,975 | BOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $135,798 | BOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $334,844 | BOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,751 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $768,577 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,462,407 | BOYAmt |
| EOY | $39,834 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $662,877 | BOYAmt |
| EOY | $323 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,468,489 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,131,366 | BOYAmt |
| EOY | $323 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,331,041 | BOYAmt |
| EOY | $39,511 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,331,041 | BOYAmt |
| EOY | $39,511 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,462,407 | BOYAmt |
| EOY | $39,834 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$5,291,530 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Medical Research Organization | Yes (X) | MedicalResearchOrganizationInd |
Hospital Name And Address HospitalNameAndAddressGrp (9 entries)
| CityCityNm | State AbbreviationStateAbbreviationCd |
|---|---|
| BROOKE ARMY MED CTRSAMMC | |
| SAN ANTONIO | TX |
| WALTER REED NATIONAL MILITARY MEDICAL CENTER | |
| BETHESDA | MD |
| CARL R DARNALL ARMY MEDICAL CENTER | |
| FORT HOOD KILLEEN | TX |
| NAVAL HOSPITAL PENSACOLA | |
| PENSACOLA | FL |
| NAVAL MEDICAL CENTER SAN DIEGO | |
| SAN DIEGO | CA |
| BLANCHFIELD ARMY COMMUNITY HOSPITAL | |
| FORT CAMPBELL | KY |
| LEE MEMORIAL HEALTH SYSTEM | |
| FORT MYERS | FL |
| BERKSHIRE HEALTH SYSTEMS | |
| PITTSFIELD | MA |
| FREDERICK MEMORIAL HOSPITAL | |
| FREDERICK | MD |
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
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $5,789,480 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $5,789,480 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $439,474 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $109,869 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $770,033 | CurrentYearMinus3Amt |
| Current Year Minus2 | $713,049 | CurrentYearMinus2Amt |
| Current Year Minus1 | $555,659 | CurrentYearMinus1Amt |
| Current Year | $439,474 | CurrentYearAmt |
| Total | $2,478,215 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $3,717,323 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $35,544 | CurrentYearMinus3Amt |
| Current Year Minus2 | $20,004 | CurrentYearMinus2Amt |
| Current Year Minus1 | $17,147 | CurrentYearMinus1Amt |
| Total | $72,695 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $192,508 | CurrentYearMinus3Amt |
| Current Year Minus2 | $178,262 | CurrentYearMinus2Amt |
| Current Year Minus1 | $138,915 | CurrentYearMinus1Amt |
| Current Year | $109,869 | CurrentYearAmt |
| Total | $619,554 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $929,331 | GrassrootsCeilingAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| UNIVERSITY OF CALIFORNIA | |||||||
| 9500 GILMAN DR MC0041 UC201 | LAJOLLA | CA | 92093 | 956006144 | 501(C)(3) | $27,782 | MEDICAL RESEARCH |
| THOUGHT LEADERSHIP AND INNOVATION FOUNDATION | |||||||
| 1750 TYSONS BLVD SUITE 1560 | MCLEAN | VA | 22102 | 453090698 | 501(C)(3) | $1,312,269 | MILITARY MEDICAL RESEARCH |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANTS ARE MONITORED THROUGH SCIENTIFIC PROGRESS REPORTS, FINANCIAL REPORTS AND SITE VISITS. IN ADDITION, PROJECTS THAT INVOLVE RECRUITMENT OF HUMAN SUBJECTS TYPICALLY REPORT WEEKLY AND STUDIES INVOLVING ANIMALS FOLLOW THE INSTITUTE'S ANIMAL OVERSIGHT PLAN. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOAN WALTER | PersonNm |
| Title | COO (& TREAS. BEG. 08/17) | TitleTxt |
| Base Compensation Filing Org | $274,038 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $183,849 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $8,942 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $3,461 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $470,290 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINES 4A-B | THE FOLLOWING EMPLOYEES RECEIVED SEVERANCE PAYMENTS ON PART VII: KEVIN BERRY $52,719 BONNIE SAKALLARIS $52,836 NO CONTRIBUTIONS WERE MADE TO EMPLOYEE 457F PLANS IN 2016. HOWEVER, THE FOLLOWING EMPLOYEES RECEIVED DISTRIBUTIONS FROM THEIR 457F ACCOUNTS IN FY17 (JANUARY/FEBRUARY 2017): WAYNE JONAS $510,825 JOAN WALTER $82,661 BECAUSE THESE FUNDS WERE DISTRIBUTED IN 2017, THEY WERE NOT INCLUDED ON PART VII. |
| PART I, LINE 7 | SEE PART II FOR THE BONUSES INCLUDED ON PART VII. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SALUTOGENIC INNOVATIONS LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | ORGANIZATION IS OWNED BY HENRY SAMUELI, BOARD MEMBER OF SAMUELI | RelationshipDescriptionTxt |
| Transaction | $225,615 | TransactionAmt |
| Transaction | SAMUELI PROVIDED EXECUTIVE/OPERATIONS PERSONNEL AND LEGAL AND BUSINESS CONSULTANTS. | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule N IRS990ScheduleN
Disposition Of Assets Detail DispositionOfAssetsDetail (3 entries)
| Assets Distri Or Expnss PaidAssetsDistriOrExpnssPaidDesc | DistributionDistributionDt | Fair Market Value Of AssetFairMarketValueOfAssetAmt | Method Of FMV DeterminationMethodOfFMVDeterminationTxt | EINEIN | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | IRC SectionIRCSectionTxt |
|---|---|---|---|---|---|---|---|---|---|
| SBG TECHNOLOGY SOLUTIONS INC | |||||||||
| FURNITURE, FIXTURES AND EQUIPMENT | 2017-02-28 | $1,041,439 | BOOK VALUE | 201463557 | 1737 KING STREET STE 601 | ALEXANDRIA | VA | 22134 | SDVOSB |
| ELECTRONIC INDUSTRY CITIZENSHIP COALITION | |||||||||
| FITNESS EQUIPMENT | 2017-02-20 | $10,143 | BOOK VALUE | 261417796 | 1737 KING STREET STE 330 | ALEXANDRIA | VA | 22134 | 501(C)(6) |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA | |||||||||
| LABORATORY/RESEARCH EQUIPMENT | 2017-07-11 | $92,462 | PURCHASE PRICE | 956006144 | 9500 GILMAN DRIVE | LA JOLLA | CA | 92093 | STATE UNIVERSITY AND 501(C)(3) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Director Of Successor2 | 0 | DirectorOfSuccessor2Ind |
| Employee Of Successor2 | 0 | EmployeeOfSuccessor2Ind |
| Owner Of Successor2 | 0 | OwnerOfSuccessor2Ind |
| Receive Compensation2 | Yes (1) | ReceiveCompensation2Ind |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II, LINE 2E: | PERSON(S) INVOLVED: KEVIN BERRY AND BONNIE SAKALLARIS |
| PART II, LINE 2E: | EXPLANATION OF INVOLVEMENT: TWO OFFICERS REPORTED ON PART VII, RECEIVED SEVERANCE PAYMENTS AS A RESULT OF THE ORGANIZATION'S WIND-DOWN IN PREPARATION FOR TERMINATION. THIS WAS UNRELATED TO THE DISPOSITION OF ASSETS. |
| PURPOSE OF NET ASSET DISTRIBUTION TO NON-CHARITABLE ORGANIZATIONS: | IN ORDER TO WIND DOWN ITS ACTIVITIES AND ASSOCIATED OBLIGATIONS IN ANTICIPATION OF ITS TERMINATION AND EVENTUAL DISSOLUTION, THE INSTITUTE ENGAGED IN ARM'S-LENGTH NEGOTIATIONS WITH THE LANDLORD OF PREMISES LEASED TO INSTITUTE WITH A REMAINING TERM OF FIVE YEARS, FOR EARLY TERMINATION OF SUCH LEASE. THE INSTITUTE ALSO HAD A SUBTENANT, SBG TECHNOLOGY SOLUTIONS, INC. (SBG), WITH A SUBLEASE CO-TERMINUS WITH THE INSTITUTE'S PRIMARY LEASE. IN ORDER TO OBTAIN A FULL RELEASE OF INSTITUTE'S OBLIGATIONS BOTH TO THE LANDLORD AND TO ITS SUBTENANT, INSTITUTE ENTERED INTO AGREEMENTS WITH EACH OF THEM IN ORDER TO FULLY RESOLVE ALL OUTSTANDING OBLIGATIONS, WHICH RESULTED IN THE TRANSFER OF INSTITUTE'S OWNERSHIP IN THE FURNISHINGS IN THE LEASED PRESMISES, AS WELL AS OTHER INSTITUTE-OWNED EQUIPMENT STORED ON THE PREMISES, TO SBG. THE REFERENCED RELEASE AND TRANSFER AGREEMENTS WERE EXECUTED BY THE PARTIES IN FEBRUARY 2017. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 3 | THE ORGANIZATION TERMINATED ALL OF ITS REMAINING DOD GRANTS EXCEPT FOR ONE. THESE PROGRAMS WERE TERMINATED BECAUSE SAMUELI TERMINATED ALL OF ITS PROGRAMMATIC STAFF IN PREPARATION FOR CLOSURE AND DISSOLUTION. |
| FORM 990, PART VI, SECTION A, LINE 2 | MICHAEL SCHULMAN AND SUSAN SAMUELI HAVE A BUSINESS RELATIONSHIP. MICHAEL SCHULMAN AND HENRY SAMUELI HAVE BUSINESS RELATIONSHIP. WAYNE JONAS AND HENRY AND SUSAN SAMUELI HAVE A BUSINESS RELATIONSHIP. SUSAN SAMUELI AND HENRY SAMUELI HAVE A FAMILY AND BUSINESS RELATIONSHIP. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 WAS PREPARED BY THE OUTSIDE ACCOUNTANTS AND REVIEWED BY SENIOR MANAGEMENT. IT WAS ALSO REVIEWED BY THE BUDGET COMPLIANCE AUDIT COMMITTEE. A DIGITAL COPY OF THE 990 WAS E-MAILED TO ALL MEMBERS OF THE GOVERNING BOARD, AND THEY HAD THE OPPORTUNITY TO REVIEW AND COMMENT ON IT BEFORE IT WAS FILED WITH THE IRS. ALL APPROPRIATE COMMENTS AND REVISIONS HAVE BEEN INCLUDED. |
| FORM 990, PART VI, SECTION B, LINE 12C | BOARD MEMBERS ARE REQUIRED TO SIGN A STATEMENT EACH YEAR STATING THAT ANY CONFLICTS OF INTEREST WILL BE REPORTED TO THE BOARD FOR THE BOARD'S ACTION. THE POLICY ALSO APPLIES TO EMPLOYEES, BUT THEY ARE NOT REQUIRED TO SIGN A STATEMENT ANNUALLY. THE FOLLOWING STEPS WILL BE TAKEN IF A CONFLICT OF INTEREST WAS TO ARISE: 1. APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION/ARRANGEMENT, IF DEEMED NECESSARY; 2. WITH DUE DILIGENCE, DETERMINE IF THE INSTITUTE CAN OBTAIN A MORE ADVANTAGEOUS TRANSACTION/ARRANGEMENT WITH REASONABLE EFFORTS FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST; AND 3. THE DISINTERESTED DIRECTORS DETERMINES BY MAJORITY VOTE WHETHER THE TRANSACTION/ARRANGEMENT WOULD BE IN THE INSTITUTE'S BEST INTEREST FOR ITS OWN BENEFIT AND WHETHER THE TRANSACTION IS FAIR AND REASONABLE TO THE INSTITUTE AND WOULD MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION/ARRANGEMENT IN CONFORMITY WITH SUCH DETERMINATION. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE BOARD OF DIRECTORS ESTABLISHES THE CEO'S SALARY BY AN INTERNAL PERFORMANCE REVIEW. THE DECISION WAS DOCUMENTED BY THE COMPENSATION COMMITTEE OF THE BOARD. EMPLOYEE SALARIES ARE ESTABLISHED BY REVIEW OF SALARY SURVEYS DONE BY INDEPENDENT ORGANIZATIONS AND INTERNAL PERFORMANCE REVIEWS. A SALARY STRUCTURE FOR ALL LEVELS IS MAINTAINED BY THE INSTITUTE. EMAIL COMMUNICATIONS AND NOTES DEEMED NECESSARY FOR THE FILES ARE MAINTAINED. ALL SALARIES ARE APPROVED BY THE CEO. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SAMUELI FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2101 E COAST HIGHWAY 300 | AddressLine1Txt |
| City | CORONA DEL MAR | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 926251941 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330758237 | EIN |
| Primary Activities | PRIVATE FOUNDATION | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | N/A | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAMUELI INSTITUTE FOR INFORMATION BIOLOGY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | 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 | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SAMUELI FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $50,000 | InvolvedAmt |
| Method Of Amount Determination | FMV | MethodOfAmountDeterminationTxt |