LA JOLLA INSTITUTE FOR IMMUNOLOGY: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- LA JOLLA INSTITUTE FOR IMMUNOLOGY (EIN 33-0328688)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-03
- IRS object ID
- 202542769349301114
- Schema version
- 2024v5.2
- 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 D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-03T09:32:18-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 MONUMENT CIRCLE SUITE 4200 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330328688 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LA JOLLA INSTITUTE FOR IMMUNOLOGY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LAJO | BusinessNameControlTxt |
| Phone | 8587526500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9420 ATHENA CIRCLE | AddressLine1Txt |
| City | LA JOLLA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 920371387 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD STRYJEWSKI | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 8587526500 | PhoneNum |
| Signature | 2025-10-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHAWNA M JANSONS | PreparerPersonNm |
| PTIN | P01222873 | PTIN |
| Phone | 3174648600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CENTER FOR AUTOIMMUNITY AND INFLAMMATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | RICHARD STRYJEWSKI | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9420 ATHENA CIRCLE | AddressLine1Txt |
| City | LA JOLLA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 920371387 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $94,129,227 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LJI.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1988 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | BIOMEDICAL RESEARCH DEDICATED TO IMPROVING HUMAN HEALTH THROUGH STUDIES OF THE IMMUNE SYSTEM. | ActivityOrMissionDesc |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 22 | VotingMembersIndependentCnt |
| Total Employee | 462 | TotalEmployeeCnt |
| Total Volunteers | 106 | TotalVolunteersCnt |
| Total Gross UBI | $85,469 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $1,056 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $50,892,160 | PYContributionsGrantsAmt |
| CY Contributions Grants | $57,829,181 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $20,407,924 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $21,278,774 | CYProgramServiceRevenueAmt |
| PY Investment Income | $694,745 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,261,351 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,559,643 | PYOtherRevenueAmt |
| CY Other Revenue | $3,785,477 | CYOtherRevenueAmt |
| PY Total Revenue | $75,554,472 | PYTotalRevenueAmt |
| CY Total Revenue | $84,154,783 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $8,255,025 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $11,383,266 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $42,616,230 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $43,125,335 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $78,449 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $24,193 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,379,773 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $32,741,624 | PYOtherExpensesAmt |
| CY Other Expenses | $31,474,549 | CYOtherExpensesAmt |
| PY Total Expenses | $83,691,328 | PYTotalExpensesAmt |
| CY Total Expenses | $86,007,343 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$8,136,856 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,852,560 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $65,342,422 | TotalAssetsBOYAmt |
| Total Assets EOY | $62,503,266 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $35,795,527 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $34,989,684 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $29,546,895 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $27,513,582 | NetAssetsOrFundBalancesEOYAmt |
| Mission | AT LA JOLLA INSTITUTE FOR IMMUNOLOGY, OUR SCIENTISTS FOCUS ON UNDERSTANDING HOW THE IMMUNE SYSTEM WORKS IN ORDER TO PROMOTE HUMAN HEALTH AND PREVENT DISEASE. OUR DISCOVERIES APPLY TO MANY DISEASES, RANGING FROM DIABETES TO HEART DISEASE, INFECTIOUS DISEASES TO CANCER. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $75,315,566 | ExpenseAmt |
| Grant | $11,383,266 | GrantAmt |
| Revenue | $24,612,547 | RevenueAmt |
| Desc | THE LA JOLLA INSTITUTE FOR IMMUNOLOGY ("LJI") IS A PRIVATE, NONPROFIT MEDICAL RESEARCH ORGANIZATION THAT IS RECOGNIZED AS A WORLD LEADER IN COMPREHENSIVE RESEARCH DEDICATED TO UNDERSTANDING THE INTRICACIES AND POWER OF THE IMMUNE SYSTEM AND APPLYING THAT KNOWLEDGE TOWARD ITS GOAL OF LIFE WITHOUT DISEASE.THE INSTITUTE IS HOME TO 21 INDEPENDENT LABORATORIES, EACH OPERATED BYA LEADING SCIENTIST HANDPICKED FOR THEIR CREATIVITY AND PIONEERINGSPIRIT. EACH OF THESE LABS IS DEDICATED TO UNDERSTANDING THEFAR-REACHING INFLUENCE OF THE IMMUNE SYSTEM AND TO TRAIN THE NEXTGENERATION OF SCIENTISTS, TO PROMOTE HUMAN HEALTH AND PREVENT A WIDE RANGE OF DISEASES. | Desc |
| Total Program Service Expenses | $75,315,566 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | 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 | Yes (1) | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 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 | 229 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 462 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 22 | 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 | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD STRYJEWSKI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8587526500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9420 ATHENA CIRCLE | AddressLine1Txt |
| City | LA JOLLA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 920371387 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (35 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| ERICA SAPHIRE | |||||||||
| PRESIDENT & CEO | 40.00 | 0.00 | Yes (X) | Yes (X) | $781,772 | $0 | $115,574 | ||
| MITCHELL KRONENBERG | |||||||||
| DIR/PRES EMERITUS/PROFESSOR | 40.00 | 0.50 | Yes (X) | $262,000 | $0 | $55,985 | |||
| ANTHONY R CARR | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BARBARA DONNELL | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BRAD GREENWALD | |||||||||
| DIRECTOR (START 05/03/2024) | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CAROLEE LEE | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID M RICKEY | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID R WEBB | |||||||||
| DIRECTOR | 2.00 | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| EMILY HOLMES | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| FRANCOIS FERRE | |||||||||
| DIRECTOR(BEG 03/24)/CHAIR(BEG 10/24) | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| FRED MILLER | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| GAIL K NAUGHTON | |||||||||
| CHAIR (TERM 09/30/24) & DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| GENEVIEVE T JACOBS | |||||||||
| DIRECTOR (TERM 03/07/2024) | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN M CARETHERS | |||||||||
| DIRECTOR (EX-OFFICIO) | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LINDA SHERMAN | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARK V BOWLES | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| PAUL THIEL | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| RENETTA HAAS | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD S BODMAN | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT C DYNES | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SANDOR W SHAPERY | |||||||||
| DIRECTOR (TERM 05/03/2024) | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SANDRA SCHMID | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SANDY BOEK WERNESS | |||||||||
| DIRECTOR (START 09/13/2024) | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SUSAN DAVIS | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS L TULLIE | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| YOSHIFUMI TORII | |||||||||
| DIRECTOR (EX-OFFICIO) | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD STRYJEWSKI | |||||||||
| CFO & TREASURER | 40.00 | 0.00 | Yes (X) | $322,730 | $0 | $62,863 | |||
| MARGARET NG THOW HING | |||||||||
| SECRETARY & CHIEF LEGAL OFFICER | 40.00 | 0.00 | Yes (X) | $292,248 | $0 | $59,730 | |||
| SHANE CROTTY | |||||||||
| CHIEF SCIENTIFIC OFFICER | 40.00 | 0.00 | $406,486 | $0 | $101,074 | Yes (X) | |||
| JOHN KEEGAN | |||||||||
| COO | 40.00 | 0.00 | $298,588 | $0 | $68,361 | Yes (X) | |||
| ALESSANDRO SETTE | |||||||||
| DIVISION HEAD/CENTER HEAD/PROF | 40.00 | 0.00 | $599,418 | $0 | $102,342 | Yes (X) | |||
| BJOERN PETERS | |||||||||
| PROFESSOR | 40.00 | 0.00 | $411,190 | $0 | $79,065 | Yes (X) | |||
| MICHAEL CROFT | |||||||||
| DIRECTOR, ACADEMIC AFFAIRS | 40.00 | 0.00 | $380,393 | $0 | $85,279 | Yes (X) | |||
| STEPHEN P SCHOENBERGER | |||||||||
| PROFESSOR | 40.00 | 0.00 | $330,131 | $0 | $75,933 | Yes (X) | |||
| HILDE CHEROUTRE | |||||||||
| DIVISION HEAD/PROFESSOR | 40.00 | 0.50 | $323,087 | $0 | $60,440 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,408,043 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $866,646 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 89 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| FOLEY LARDNER LLP | |||||
| 777 EAST WISCONSIN AVE | MILWAUKEE | WI | 53202 | LEGAL AND PROFESSIONAL SERVICES | $207,828 |
| UNIVERSAL BUILDING MAINTENANCE LLC | |||||
| PO BOX 31001-2374 | PASADENA | CA | 911102374 | COMMERCIAL CLEANING SERVICES | $172,694 |
| UNIVERSAL PROTECTION SERVICES LP | |||||
| PO BOX 31001-2374 | PASADENA | CA | 911102374 | SECURITY SERVICES | $155,283 |
| CHALKER FLORES LLP | |||||
| 14841 NORTH DALLAS PKWY STE 575 | DALLAS | TX | 75254 | LEGAL AND PROFESSIONAL SERVICES | $102,196 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $14,862 | FederatedCampaignsAmt |
| Government Grants | $42,371,360 | GovernmentGrantsAmt |
| All Other Contributions | $15,442,959 | AllOtherContributionsAmt |
| Noncash Contributions | $3,711,495 | NoncashContributionsAmt |
| Total Contributions | $57,829,181 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RESEARCH REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $21,278,774 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $21,278,774 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $21,278,774 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $805,846 | TotalRevenueColumnAmt |
| Exclusion | $805,846 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $366,235 | TotalRevenueColumnAmt |
| Exclusion | $366,235 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,429,949 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,905,621 | SecuritiesAmt |
| Other | $68,823 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $524,328 | SecuritiesAmt |
| Other | -$68,823 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $455,505 | TotalRevenueColumnAmt |
| Exclusion | $455,505 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| EXTERNAL CORE SERVICES | 900099 | $1,797,975 | $1,797,975 | |
| CONTRACT/TECH. SERVICE | 900099 | $1,543,554 | $1,535,254 | $8,300 |
| BUILDING MANAGEMENT | 531312 | $77,713 | $544 | $77,169 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $3,419,242 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $84,154,783 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $24,612,547 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $85,469 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,627,586 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,290,248 | TotalAmt |
| Program Services | $10,290,248 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,093,018 | TotalAmt |
| Program Services | $1,093,018 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,827,411 | TotalAmt |
| Program Services | $2,353,185 | ProgramServicesAmt |
| Management And General | $407,766 | ManagementAndGeneralAmt |
| Fundraising | $66,460 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $383,527 | TotalAmt |
| Program Services | $319,208 | ProgramServicesAmt |
| Management And General | $55,313 | ManagementAndGeneralAmt |
| Fundraising | $9,006 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,202,912 | TotalAmt |
| Program Services | $25,985,921 | ProgramServicesAmt |
| Management And General | $4,503,188 | ManagementAndGeneralAmt |
| Fundraising | $713,803 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,026,645 | TotalAmt |
| Program Services | $2,510,841 | ProgramServicesAmt |
| Management And General | $434,945 | ManagementAndGeneralAmt |
| Fundraising | $80,859 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,420,862 | TotalAmt |
| Program Services | $2,837,875 | ProgramServicesAmt |
| Management And General | $491,597 | ManagementAndGeneralAmt |
| Fundraising | $91,390 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,263,978 | TotalAmt |
| Program Services | $1,878,148 | ProgramServicesAmt |
| Management And General | $325,346 | ManagementAndGeneralAmt |
| Fundraising | $60,484 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $557,118 | TotalAmt |
| Program Services | $10,894 | ProgramServicesAmt |
| Management And General | $546,224 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $350,596 | TotalAmt |
| Management And General | $350,596 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,193 | TotalAmt |
| Fundraising | $24,193 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,416 | TotalAmt |
| Management And General | $57,416 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,385,344 | TotalAmt |
| Program Services | $1,283,025 | ProgramServicesAmt |
| Management And General | $66,697 | ManagementAndGeneralAmt |
| Fundraising | $35,622 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $461,462 | TotalAmt |
| Program Services | $6,000 | ProgramServicesAmt |
| Management And General | $395,874 | ManagementAndGeneralAmt |
| Fundraising | $59,588 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,389,307 | TotalAmt |
| Program Services | $1,233,358 | ProgramServicesAmt |
| Management And General | $82,798 | ManagementAndGeneralAmt |
| Fundraising | $73,151 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $694,265 | TotalAmt |
| Program Services | $616,334 | ProgramServicesAmt |
| Management And General | $41,376 | ManagementAndGeneralAmt |
| Fundraising | $36,555 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,745,806 | TotalAmt |
| Program Services | $6,166,334 | ProgramServicesAmt |
| Management And General | $550,816 | ManagementAndGeneralAmt |
| Fundraising | $28,656 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,270,944 | TotalAmt |
| Program Services | $1,045,601 | ProgramServicesAmt |
| Management And General | $161,251 | ManagementAndGeneralAmt |
| Fundraising | $64,092 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,601 | TotalAmt |
| Program Services | $100,041 | ProgramServicesAmt |
| Management And General | $15,429 | ManagementAndGeneralAmt |
| Fundraising | $6,131 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $224,269 | TotalAmt |
| Management And General | $224,269 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,601,161 | TotalAmt |
| Program Services | $5,172,304 | ProgramServicesAmt |
| Management And General | $428,857 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $429,075 | TotalAmt |
| Program Services | $392,217 | ProgramServicesAmt |
| Management And General | $35,035 | ManagementAndGeneralAmt |
| Fundraising | $1,823 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| LAB SUPPLIES & SERVICE | $9,316,406 | $9,308,872 | $7,534 | |
| MINOR EQUIPMENT AND REP | $2,643,104 | $2,630,530 | $11,952 | $622 |
| OTHER EXPENSES | $184,278 | $74,311 | $85,074 | $24,893 |
| TAXES & DUES | $42,397 | $7,301 | $32,651 | $2,445 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,007,343 | TotalAmt |
| Program Services | $75,315,566 | ProgramServicesAmt |
| Management And General | $9,312,004 | ManagementAndGeneralAmt |
| Fundraising | $1,379,773 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,977,574 | BOYAmt |
| EOY | $9,027,020 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,898,313 | BOYAmt |
| EOY | $15,300,164 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $183,077 | BOYAmt |
| EOY | $148,078 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $889,326 | BOYAmt |
| EOY | $826,714 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $714,353 | BOYAmt |
| EOY | $958,516 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $53,239,668 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $40,443,656 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,759,604 | BOYAmt |
| EOY | $12,796,012 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,248,564 | BOYAmt |
| EOY | $14,928,850 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,671,611 | BOYAmt |
| EOY | $8,517,912 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,342,422 | BOYAmt |
| EOY | $62,503,266 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,411,282 | BOYAmt |
| EOY | $21,674,037 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $644,681 | BOYAmt |
| EOY | $2,492,372 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,956,249 | BOYAmt |
| EOY | $4,985,085 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,783,315 | BOYAmt |
| EOY | $5,838,190 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,795,527 | BOYAmt |
| EOY | $34,989,684 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,716,094 | BOYAmt |
| EOY | $12,370,536 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,830,801 | BOYAmt |
| EOY | $15,143,046 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,546,895 | BOYAmt |
| EOY | $27,513,582 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,342,422 | BOYAmt |
| EOY | $62,503,266 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,852,560 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$180,753 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | 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 | THE UNIVERSITY OF CALIFORNIA SAN DIEGO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| City | SAN DIEGO | 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 D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,084,447 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $125,302 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $2,209,749 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,886,553 | BeginningYearBalanceAmt |
| Contributions | $0 | ContributionsAmt |
| Investment Earnings Or Losses | $197,894 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $2,084,447 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,000,200 | BeginningYearBalanceAmt |
| Contributions | $100,200 | ContributionsAmt |
| Investment Earnings Or Losses | -$213,847 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,886,553 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $0 | BeginningYearBalanceAmt |
| Contributions | $2,000,200 | ContributionsAmt |
| End Year Balance | $2,000,200 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $49,211 | OtherCostOrOtherBasisAmt |
| Depreciation | $49,211 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,776,853 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,567,258 | DepreciationAmt |
| Book Value | $2,209,595 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $42,346,297 | OtherCostOrOtherBasisAmt |
| Depreciation | $31,827,187 | DepreciationAmt |
| Book Value | $10,519,110 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $67,307 | OtherCostOrOtherBasisAmt |
| Book Value | $67,307 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $12,796,012 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| RIGHT OF USE OPERATING LEASE ASSETS | $5,253,912 |
| BENEFICIAL INTEREST IN TRUST, NET | $3,264,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $8,517,912 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OPERATING LEASE LIABILITIES | Desc |
| Amt | $5,838,190 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,838,190 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $83,974,030 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$180,753 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$180,753 | RevenueNotReportedAmt |
| Revenue Subtotal | $84,154,783 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $84,154,783 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $86,007,343 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $86,007,343 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $86,007,343 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE DISTRIBUTION OF ENDOWMENT FUNDS WILL BE USED TO SUPPORT RESEARCH CONSISTENT WITH LJI'S MISSION. |
| PART X, LINE 2: | THE INSTITUTE IS SUBJECT TO FEDERAL AND STATE INCOME TAXES ON UNRELATED BUSINESS INCOME AS DEFINED UNDER IRC SECTIONS 511 THROUGH 515. FOR EACH OF THE YEARS ENDED DECEMBER 31, 2024 AND 2023, TAXES ARE RECORDED WHEN PAID AND NO PROVISION FOR INCOME TAX HAS BEEN MADE. THE INSTITUTE HAD NO UNRECOGNIZED TAX BENEFITS OR LIABILITIES AS OF DECEMBER 31, 2024 AND 2023. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICES | RESEARCH | $714,768 |
| SOUTH AMERICA | 0 | 0 | PROGRAM SERVICES | RESEARCH | $137,775 |
| SOUTH ASIA | 0 | 0 | PROGRAM SERVICES | RESEARCH | $240,475 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $1,093,018 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $1,093,018 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (5 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Non Cash AssistanceNonCashAssistanceAmt |
|---|---|---|---|---|
| EUROPE (INCLUDING ICELAND & GREENLAND) | SUBRECIPIENT AWARD | $79,312 | ELECTRONIC FUND/WIRE TRANSFER | $0 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | SUBRECIPIENT AWARD | $422,402 | ELECTRONIC FUND/WIRE TRANSFER | $0 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | SUBRECIPIENT AWARD | $213,054 | ELECTRONIC FUND/WIRE TRANSFER | $0 |
| SOUTH AMERICA | SUBRECIPIENT AWARD | $137,775 | ELECTRONIC FUND/WIRE TRANSFER | $0 |
| SOUTH ASIA | SUBRECIPIENT AWARD | $240,475 | ELECTRONIC FUND/WIRE TRANSFER | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 5 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | LJI DOES NOT ACT AS A PRIMARY GRANT MAKER. LJI ISSUES SUBCONTRACTS SPECIFICALLY APPROVED UNDER THE PRIMARY GRANTS AND CONTRACTS RECEIVED BY LJI. ALL SUCH SUBCONTRACTS, WHETHER FOREIGN OR DOMESTIC ARE MONITORED BY LJI STAFF FOR COMPLIANCE WITH APPLICABLE REGULATIONS. PAYMENTS TO THE SUBRECIPIENTS ARE MADE IN ACCORDANCE WITH A DETAILED BUDGET AND SCOPE OF WORK. ADDITIONALLY, SCIENTIFIC REPORTS FROM SUBCONTRACTORS ARE RECEIVED AND REVIEWED BY LJI INVESTIGATORS. |
| PART I, LINE 3: | ACCRUAL METHOD OF ACCOUNTING |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARTS & LUNDY INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 160 CHUBB AVE SUITE 303 | AddressLine1Txt |
| City | LYNDHURST | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07071 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | STRATEGIC CONSULTING FOR FUNDRAISING | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $24,193 | RetainedByContractorAmt |
| Net To Organization | -$24,193 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $24,193 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$24,193 | TotalNetToOrganizationAmt |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | TX | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | VT | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (36 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|
| ALBANY COLLEGE OF PHARMACY AND HEALTH SERVICES | |||||||||
| FINANCE DEPARTMENT 106 NEW SCOTLAND | AVE | ALBANY | NY | 12208 | 141423161 | 501(C)(3) | $30,728 | $0 | SUBRECIPIENT AWARD |
| BENAROYA RESEARCH AT VIRGINIA MASON | |||||||||
| 1201 9TH AVE | SEATTLE | WA | 98101 | 910653422 | 501(C)(3) | $64,475 | $0 | SUBRECIPIENT AWARD | |
| BOSTON CHILDREN'S HOSPITAL | |||||||||
| RESEARCH FINANCE - BANK OF AMERICA | PO BOX 414413 | BOSTON | MA | 02115 | 042774441 | 501(C)(3) | $186,166 | $0 | SUBRECIPIENT AWARD |
| CASE WESTERN RESERVE UNIVERSITY | |||||||||
| OFFICE OF SPONSORED ACCOUNT NORD | HALL SUITE 615 10900 EUCLID AVE | CLEVELAND | OH | 44106 | 341018992 | 501(C)(3) | $7,504 | $0 | SUBRECIPIENT AWARD |
| CEDARS-SINAI MEDICAL CENTER | |||||||||
| OFFICE OF RESEARCH ADMINISTRATIONA | 6500 WILSHIRE BLVD STE 1800 | LOS ANGELES | CA | 90048 | 951644600 | 501(C)(3) | $109,113 | $0 | SUBRECIPIENT AWARD |
| CHILDRENS HOSPITAL MEDICAL CENTER | |||||||||
| ACCOUNTING OFFICE MLC4900 3333 | BURNET AVENUE | CINCINNATI | OH | 45229 | 310833936 | 501(C)(3) | $98,360 | $0 | SUBRECIPIENT AWARD |
| THE TRUSTEES OF COLUMBIA UNIVERSITY CITY OF NY | |||||||||
| COLUMBIA TECHNOLOGY VENTURES PO BOX | 1394 | NEW YORK | NY | 10027 | 135598093 | 501(C)(3) | $249,927 | $0 | SUBRECIPIENT AWARD |
| WEILL MEDICAL COLLEGE OF CORNELL UNIV | |||||||||
| PO BOX 22371 | NEW YORK | NY | 10087 | 131623978 | 501(C)(3) | $52,911 | $0 | SUBRECIPIENT AWARD | |
| EMORY UNIVERSITY | |||||||||
| PO BOX 935084 | ATLANTA | GA | 30322 | 580566256 | 501(C)(3) | $827,749 | $0 | SUBRECIPIENT AWARD | |
| FRED HUTCHINSON CANCER RESEARCH CENTER | |||||||||
| 1100 FAIRVIEW AVE N MS J6-330 PO | BOX 19024 | SEATTLE | WA | 98109 | 237156071 | 501(C)(3) | $227,973 | $0 | SUBRECIPIENT AWARD |
| ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI | |||||||||
| BOX 3500 ONE GUSTAVE L LEVY PL | NEW YORK | NY | 10029 | 136171197 | 501(C)(3) | $102,931 | $0 | SUBRECIPIENT AWARD | |
| LEIDOS | |||||||||
| PO BOX 223058 | PITTSBURG | PA | 20190 | 953630868 | $431,613 | $0 | SUBRECIPIENT AWARD | ||
| MASSACHUSETTS GENERAL HOSPITAL | |||||||||
| PO BOX 3829 | BOSTON | MA | 02114 | 042697983 | 501(C)(3) | $39,726 | $0 | SUBRECIPIENT AWARD | |
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | |||||||||
| CASHIERS OFFICE NE49-3077 255 MAIN | STREET KENDALL CENTER | CAMBRIDGE | MA | 02139 | 042103594 | 501(C)(3) | $268,546 | $0 | SUBRECIPIENT AWARD |
| REGENTS OF THE UNIVERSITY OF MICHIGAN | |||||||||
| 5082 WOVERINE TOWER 3003 SOUTH | STATE STREET | ANN ARBOR | MI | 48109 | 386006309 | 501(C)(3) | $3,462,338 | $0 | SUBRECIPIENT AWARD |
| THE OHIO STATE UNIVERSITY | |||||||||
| 901 WOODY HAYES DRIVE 2020 | BLANKENSHIP HALL | COLUMBUS | OH | 43210 | 316025986 | 501(C)(3) | $17,393 | $0 | SUBRECIPIENT AWARD |
| OREGON HEALTH & SCIENCE UNIVERSITY | |||||||||
| OFFICE OF PROPOSAL AWARD MANAGEMENT | PO BOX 3003 | PORTLAND | OR | 97208 | 931176109 | 501(C)(3) | $202,920 | $0 | SUBRECIPIENT AWARD |
| PURDUE UNIVERSITY - ACCOUNTS RECEIVABLE | |||||||||
| SPONSORED PROGRAM SERVICES 23510 | NETWORK PL | CHICAGO | IL | 60673 | 356002041 | 501(C)(3) | $14,468 | $0 | SUBRECIPIENT AWARD |
| MASSACHUSETTS GENERAL HOSPITAL | |||||||||
| BANK OF AMERICA NA PO BOX 3829 | BOSTON | MA | 02241 | 042697983 | 501(C)(3) | $99,334 | $0 | SUBRECIPIENT AWARD | |
| THE SALK INSTITUTE FOR BIOLOGICAL STUDIES | |||||||||
| ATTN FINANCE DEPARTMENT 10010 N | TORREY PINES RD | LA JOLLA | CA | 92037 | 952160097 | 501(C)(3) | $40,540 | $0 | SUBRECIPIENT AWARD |
| SEATTLE CHILDREN'S HOSPITAL | |||||||||
| PO BOX 24728 | SEATTLE | WA | 98124 | 910564748 | 501(C)(3) | $124,871 | $0 | SUBRECIPIENT AWARD | |
| TULANE UNIVERSITY | |||||||||
| GRANTS AND CONTRACTS ACCOUNTING | 1555 POYDRAS ST STE 805 MAILBOX 871 | NEW ORLEANS | LA | 70112 | 720423889 | 501(C)(3) | $116,362 | $0 | SUBRECIPIENT AWARD |
| THE REGENTS OF THE UNIVERSITY OF CA- BERKELEY | |||||||||
| CONTRACTS GRANTS ACCOUNTING 2195 | HEARST AVE RM130 MC1103 | BERKELEY | CA | 94720 | 946002123 | 501(C)(3) | $14,755 | $0 | SUBRECIPIENT AWARD |
| UCSD | |||||||||
| UCSD CAMPUS MAIN DEPOSITORY PO BOX | 741539 | LOS ANGELES | CA | 92093 | 956006144 | 501(C)(3) | $395,399 | $0 | SUBRECIPIENT AWARD |
| THE UNIVERSITY OF ALABAMA AT BIRMINGHAM | |||||||||
| ATTN REBECCA LEE 1720 7TH AVE SOUTH | SC460A | BIRMINGHAM | AL | 35233 | 636005396 | 501(C)(3) | $25,922 | $0 | SUBRECIPIENT AWARD |
| THE UNIVERSITY OF TEXAS MEDICAL BRANCH AT GALVESTO | |||||||||
| OFFICE OF SPONSORED PROG DEPT 750 | PO BOX 660120 | DALLAS | TX | 77555 | 746000949 | 501(C)(3) | $719,089 | $0 | SUBRECIPIENT AWARD |
| UNIVERSITY OF COLORADO DENVER | |||||||||
| OFFICE OF GRANTS AND CONTRACTS - | F428 PO BOX 910238 | DENVER | CO | 80045 | 846000555 | 501(C)(3) | $95,912 | $0 | SUBRECIPIENT AWARD |
| REGENTS OF THE UNIVERSITY OF MINNESOTA | |||||||||
| NW 5957 - PO BOX 1450 | MINNEAPOLIS | MN | 55414 | 416007513 | 501(C)(3) | $11,171 | $0 | SUBRECIPIENT AWARD | |
| UNIVERSITY OF OKLAHOMA HEALTH SCIENCES CENTER | |||||||||
| GRANTS CONTRACTS ACCOUNTING-URP 865 | STE 490 PO BOX 26901 | OKLAHOMA CITY | OK | 73126 | 731563627 | 501(C)(3) | $34,510 | $0 | SUBRECIPIENT AWARD |
| UNIVERSITY OF PITTSBURGH | |||||||||
| OF THE COMMONWEALTH SYT HIGHER ED | PO BOX 640458 | PITTSBURGH | PA | 15264 | 250965591 | 501(C)(3) | $228,290 | $0 | SUBRECIPIENT AWARD |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||||
| SPONSORED PROJECTS ACCOUNTING 3500 | S FIGUEROA STREET SUITE 102 | LOS ANGELES | CA | 90089 | 951642394 | 501(C)(3) | $10,588 | $0 | SUBRECIPIENT AWARD |
| VANDERBILT UNIVERSITY MEDICAL CENTER | |||||||||
| VUMC FINANCE DEPT 1236 PO BOX | 121236 | DALLAS | TX | 75312 | 352528741 | 501(C)(3) | $251,512 | $0 | SUBRECIPIENT AWARD |
| WASHINGTON UNIVERSITY IN ST LOUIS | |||||||||
| SPONSORED PROJECT MSC 1034-0423-02 | 7425 FORSYTH BOULEVARD | ST LOUIS | MO | 63112 | 430653611 | 501(C)(3) | $343,718 | $0 | SUBRECIPIENT AWARD |
| BOARD OF REGENTS OF UNIVERSITY OF WISCONSIN SYSTEM | |||||||||
| UW-MADISON GAR ACCOUNT-OFFICE FOR | RESEARCH SPONS DRAWER 538 | MILWAUKEE | WI | 53278 | 396006492 | 501(C)(3) | $76,954 | $0 | SUBRECIPIENT AWARD |
| YALE UNIVERSITY | |||||||||
| GRANT AND CONTRACT FINANCIAL | ADMINISTRATION PO BOX 1873 | NEW HAVEN | CT | 06508 | 060646973 | 501(C)(3) | $1,166,666 | $0 | SUBRECIPIENT AWARD |
| ZALGEN LABS LLC | |||||||||
| 15121 SPRINGFIELD ROAD | DARNESTOWN | MD | 20874 | 453554265 | $177,444 | $0 | SUBRECIPIENT AWARD | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 34 | Total501c3OrgCnt |
| Total Other Org | 2 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | LJI ISSUES SUBCONTRACTS SPECIFICALLY APPROVED UNDER THE PRIMARY GRANTS AND CONTRACTS RECEIVED BY LJI. ALL SUCH SUBCONTRACTS, WHETHER FOREIGN OR DOMESTIC ARE MONITORED BY LJI STAFF FOR COMPLIANCE WITH APPLICABLE REGULATIONS. PAYMENTS TO THE SUBRECIPIENTS ARE MADE IN ACCORDANCE WITH A DETAILED BUDGET AND SCOPE OF WORK. ADDITIONALLY, SCIENTIFIC REPORTS FROM SUBCONTRACTORS ARE RECEIVED AND REVIEWED BY LJI INVESTIGATORS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ERICA SAPHIRE | ||||||||||||||
| PRESIDENT & CEO | $737,662 | $0 | $0 | $0 | $44,110 | $0 | $74,750 | $0 | $40,824 | $0 | $897,346 | $0 | $0 | $0 |
| ALESSANDRO SETTE | ||||||||||||||
| DIVISION HEAD/CENTER HEAD/PROF | $594,808 | $0 | $0 | $0 | $4,610 | $0 | $74,750 | $0 | $27,592 | $0 | $701,760 | $0 | $0 | $0 |
| SHANE CROTTY | ||||||||||||||
| CHIEF SCIENTIFIC OFFICER | $404,714 | $0 | $0 | $0 | $1,772 | $0 | $62,250 | $0 | $38,824 | $0 | $507,560 | $0 | $0 | $0 |
| BJOERN PETERS | ||||||||||||||
| PROFESSOR | $409,418 | $0 | $0 | $0 | $1,772 | $0 | $51,486 | $0 | $27,579 | $0 | $490,255 | $0 | $0 | $0 |
| MICHAEL CROFT | ||||||||||||||
| DIRECTOR, ACADEMIC AFFAIRS | $375,783 | $0 | $0 | $0 | $4,610 | $0 | $57,297 | $0 | $27,982 | $0 | $465,672 | $0 | $0 | $0 |
| STEPHEN P SCHOENBERGER | ||||||||||||||
| PROFESSOR | $325,521 | $0 | $0 | $0 | $4,610 | $0 | $49,800 | $0 | $26,133 | $0 | $406,064 | $0 | $0 | $0 |
| RICHARD STRYJEWSKI | ||||||||||||||
| CFO & TREASURER | $321,486 | $0 | $0 | $0 | $1,244 | $0 | $48,750 | $0 | $14,113 | $0 | $385,593 | $0 | $0 | $0 |
| HILDE CHEROUTRE | ||||||||||||||
| DIVISION HEAD/PROFESSOR | $314,451 | $0 | $0 | $0 | $8,636 | $0 | $47,416 | $0 | $13,024 | $0 | $383,527 | $0 | $0 | $0 |
| JOHN KEEGAN | ||||||||||||||
| COO | $295,496 | $0 | $0 | $0 | $3,092 | $0 | $45,000 | $0 | $23,361 | $0 | $366,949 | $0 | $0 | $0 |
| MARGARET NG THOW HING | ||||||||||||||
| SECRETARY & CHIEF LEGAL OFFICER | $291,004 | $0 | $0 | $0 | $1,244 | $0 | $45,000 | $0 | $14,730 | $0 | $351,978 | $0 | $0 | $0 |
| MITCHELL KRONENBERG | ||||||||||||||
| DIR/PRES EMERITUS/PROFESSOR | $250,527 | $0 | $0 | $0 | $11,473 | $0 | $38,308 | $0 | $17,677 | $0 | $317,985 | $0 | $0 | $0 |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ERICA SAPHIRE | PersonNm |
| Relationship With Org | PRESIDENT & CEO | RelationshipWithOrgTxt |
| Loan Purpose | FACULTY HOUSING LOAN | LoanPurposeTxt |
| Loan From Organization | Yes (X) | LoanFromOrganizationInd |
| Original Principal | $350,000 | OriginalPrincipalAmt |
| Balance Due | $148,078 | BalanceDueAmt |
| Default | 0 | DefaultInd |
| Board Or Committee Approval | Yes (1) | BoardOrCommitteeApprovalInd |
| Written Agreement | Yes (1) | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $148,078 | TotalBalanceDueAmt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HILDE CHEROUTRE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | SPOUSE OF DIRECTOR/PRESIDENT EMERITUS/PRINCIPAL INVESTIGATOR | RelationshipDescriptionTxt |
| Transaction | $323,087 | TransactionAmt |
| Transaction | FULL TIME EMPLOYEE | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 15 | ContributionCnt |
| Noncash Contributions Rpt F990 | $447,495 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Securities Miscellaneous SecuritiesMiscellaneousGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,264,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | OTHER | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | NUMBER OF CONTRIBUTIONS | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, ITEM C | DBA: CENTER FOR CANCER IMMUNOTHERAPY DBA: CENTER FOR INFECTIOUS DISEASE AND VACCINE RESEARCH DBA: DIABETES & IMMUNE DISEASE NATIONAL RESEARCH INSTITUTE |
| FORM 990, PART VI, SECTION A, LINE 2 | SANDOR W. SHAPERY, JD (ENDED 05/03/2024) AND THOMAS L. TULLIE HAVE A BUSINESS RELATIONSHIP. |
| FORM 990, PART VI, SECTION A, LINE 7A | PER THE BYLAWS OF THE ORGANIZATION, KYOWA KIRIN, INC. (KIRIN) HAS THE RIGHT TO SELECT AN EXECUTIVE OFFICER TO SERVE AS AN EX-OFFICIO BOARD MEMBER AND UNIVERSITY OF CALIFORNIA, SAN DIEGO (UCSD) HAS THE RIGHT TO SELECT THE UCSD VICE CHANCELLOR FOR HEALTH SERVICES TO SERVE AS AN EX-OFFICIO BOARD MEMBER. |
| FORM 990, PART VI, SECTION B, LINE 11B | A DRAFT OF THE FORM 990 IS PROVIDED TO ALL BOARD MEMBERS PRIOR TO THE ELECTRONIC FILING OF THE TAX RETURN. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE INSTITUTE ADMINISTERS TWO CONFLICT OF INTEREST POLICIES APPLYING TO 1) THE BOARD OF DIRECTORS AND 2) RESEARCHERS AND SENIOR ADMINISTRATION IN KEEPING WITH NATIONAL INSTITUTES OF HEALTH REGULATIONS. THE INSTITUTE REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES THESE POLICIES IN ACCORDANCE WITH WRITTEN PROCEDURES, WHICH INCLUDE THE COMPLETION OF DISCLOSURE FORMS BY COVERED INDIVIDUALS, EVALUATION OF COMPLETED FORMS BY A DESIGNATED CONFLICT REVIEW OFFICER, AND AS NECESSARY, FURTHER EVALUATION AND DETERMINATION BY A DESIGNATED CONFLICT REVIEW COMMITTEE. IF A CONFLICT IS DETERMINED, A MANAGEMENT PLAN IS DESIGNED AND MONITORED FOR THE SPECIFIC SITUATION. SUCH PLAN MAY REQUIRE THE COVERED INDIVIDUAL TO ELIMINATE THE CONFLICT. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION DECISIONS FOR THE INSTITUTE'S CEO AND OTHER KEY EMPLOYEES ARE MADE ANNUALLY. ADJUSTMENTS, IF ANY, TYPICALLY TAKE EFFECT ON A JANUARY 1ST CYCLE. FOR THESE PURPOSES, THE INSTITUTE'S HUMAN RESOURCES DEPARTMENT OBTAINS RELEVANT MARKET COMPARABILITY DATA FOR EACH POSITION ON AN ANNUAL BASIS. IN ACCORDANCE WITH ITS CHARTER, THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS AND DISCUSSES THIS INFORMATION, AND THE PERFORMANCE OF THE INSTITUTE'S CEO. ANY EMPLOYEES THAT ARE BOARD DIRECTORS, ANY OTHER EMPLOYEES THAT ARE DISQUALIFIED PERSONS AND KEY EMPLOYEES, APPROVES KEY PERSONNEL AND NON-DIRECTOR DISQUALIFIED PERSONS COMPENSATION AND FORMULATES RECOMMENDED COMPENSATION ACTIONS TO THE FULL BOARD OF DIRECTORS. THE BOARD OF DIRECTORS REVIEWS THESE RECOMMENDATIONS AND RELATED INFORMATION IN DECIDING COMPENSATION LEVELS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE INSTITUTE MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LA JOLLA IMMUNOLOGY CONFERENCE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9420 ATHENA CIRCLE | AddressLine1Txt |
| City | LA JOLLA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92037 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 843705461 | EIN |
| Primary Activities | EDUCATION | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 7 | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |