SANFORD BURNHAM PREBYS MEDICAL DISCOVERY INSTITUTE: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- SANFORD BURNHAM PREBYS MEDICAL DISCOVERY INSTITUTE (EIN 51-0197108)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-05-15
- IRS object ID
- 201711359349305156
- Schema version
- 2015v3.0
- 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 D
- Schedule F
- Schedule G
- Schedule J
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-15T11:28:22-05:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4370 LA JOLLA VILLAGE DR 500 | AddressLine1Txt |
| City | LA JOLLA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92122 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 510197108 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANFORD BURNHAM PREBYS MEDICAL DISCOVERY | BusinessNameLine1Txt |
| Business Name Line2 | INSTITUTE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % GARY CHESSUM | InCareOfNm |
| Business Name Control | SANF | BusinessNameControlTxt |
| Phone | 8586463100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10901 NORTH TORREY PINES ROAD | AddressLine1Txt |
| City | La Jolla | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92037 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GARY CHESSUM | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 8586463100 | PhoneNum |
| Signature | 2017-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DEBRA HEISKALA | PreparerPersonNm |
| PTIN | P00649485 | PTIN |
| Phone | 8585357200 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PERRY NISEN MD PHD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10901 NORTH TORREY PINES ROAD | AddressLine1Txt |
| City | LA JOLLA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92037 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $605,349,211 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SBPDISCOVERY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1976 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 21 | VotingMembersIndependentCnt |
| Total Employee | 1015 | TotalEmployeeCnt |
| Total Volunteers | 22 | TotalVolunteersCnt |
| Total Gross UBI | $1,823,328 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $52,137 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $244,026,040 | PYContributionsGrantsAmt |
| CY Contributions Grants | $112,687,922 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $906,508 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,984,033 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,116,377 | PYInvestmentIncomeAmt |
| CY Investment Income | $9,787,422 | CYInvestmentIncomeAmt |
| PY Other Revenue | $8,097,885 | PYOtherRevenueAmt |
| CY Other Revenue | $4,645,694 | CYOtherRevenueAmt |
| PY Total Revenue | $255,146,810 | PYTotalRevenueAmt |
| CY Total Revenue | $129,105,071 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $77,062,612 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $77,528,317 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $261,304 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,831,412 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $74,570,051 | PYOtherExpensesAmt |
| CY Other Expenses | $64,840,277 | CYOtherExpensesAmt |
| PY Total Expenses | $151,893,967 | PYTotalExpensesAmt |
| CY Total Expenses | $142,368,594 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $103,252,843 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$13,263,523 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $427,646,063 | TotalAssetsBOYAmt |
| Total Assets EOY | $517,058,113 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $95,314,852 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $207,862,462 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $332,331,211 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $309,195,651 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $117,405,286 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $2,561,288 | RevenueAmt |
| Desc | SEE SCHEDULE O | Desc |
| Total Program Service Expenses | $117,405,286 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | Yes (true) | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (true) | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 249 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 1015 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 21 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | 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 | DC | 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 | 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 | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | 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 | 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 | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | 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 | UT | 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 | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GARY CHESSUM | PersonNm |
| Phone | 8586463100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10901 N TORREY PINES ROAD | AddressLine1Txt |
| City | LA JOLLA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92037 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (31 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| DAVID DOWN | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM GERHART | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| RASESH THAKKAR | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| LUDER WHITLOCK | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| LORENZO BERHO | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| JAMES BLAIR | ||||||||
| VICE CHAIRMAN | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| DANIEL EPSTEIN | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| WAINWRIGHT FISHBURN | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| PAULINE FOSTER | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| PATRICK GERAGHTY | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| ALAN GLEICHER | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| JEANNE HERBERGER | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| DONALD JERNIGAN | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| DOUG MANCHESTER | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| EDWARD SCHULAK | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| STUART TANZ | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| CAROL GALLAGHER | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| GREG LUCIER | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| KRISTIINA VUORI MD PHD | ||||||||
| PRESIDENT | 50.0 | 0.0 | Yes (X) | $2,666,889 | $0 | $112,645 | Yes (X) | |
| PERRY NISEN MD PHD | ||||||||
| CEO | 50.0 | 0.0 | Yes (X) | $1,111,930 | $0 | $336,252 | Yes (X) | |
| HENRY NORDOFF | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| DOUGLAS OBENSHAIN | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| BERNARD MACHEN | ||||||||
| CHAIRMAN | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| GARY CHESSUM | ||||||||
| CFO | 50.0 | 0.0 | $325,857 | $0 | $5,855 | Yes (X) | ||
| GARY RAISL ED D | ||||||||
| EVP/CAO/CFO/TREAS (OUTGOING) | 50.0 | 0.0 | $463,475 | $0 | $34,830 | Yes (X) | ||
| KNOX BELL | ||||||||
| SECRETARY | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| GARTH POWIS PHD | ||||||||
| CENTER DIRECTOR | 50.0 | 0.0 | $548,622 | $0 | $37,785 | Yes (X) | ||
| DANIEL KELLY MD | ||||||||
| CNTR DIR/SCI DIR AT LK NONA | 50.0 | 0.0 | $537,617 | $0 | $45,718 | Yes (X) | ||
| ZE'EV RONAI | ||||||||
| SCIENTIFIC DIRECTOR | 50.0 | 0.0 | $333,540 | $0 | $44,002 | Yes (X) | ||
| CARL WARE PHD | ||||||||
| CENTER DIRECTOR, IIDC | 50.0 | 0.0 | $439,854 | $0 | $39,071 | Yes (X) | ||
| MICHAEL JACKSON PHD | ||||||||
| DRUG DISCOVERY & DEV, SR VP | 50.0 | 0.0 | $456,626 | $0 | $43,695 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $6,884,410 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $699,853 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 130 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| DELOITTE TOUCHE LLP | |||||
| 655 WEST BROADWAY SUITE 700 | SAN DIEGO | CA | 92101 | AUDIT AND CONSULTING | $699,047 |
| DLA PIPER US LLP | |||||
| PO BOX 64029 | BALTIMORE | MD | 21264 | LEGAL | $496,299 |
| ARMADA ADMINISTRATORS | |||||
| PO BOX 37769 | BALTIMORE | MD | 21297 | CONSULTING-INSURANCE | $450,095 |
| STEVEN K BRAUER | |||||
| 2221 CAMINO DEL RIO S SUITE 300 | SAN DIEGO | CA | 92108 | CONSULTING-BUS. DEV. | $245,245 |
| BERMAN PROPERTY MANAGEMENT | |||||
| 721 VERONA STREET | KISSIMMEE | FL | 34741 | PROPERTY MANAGEMENT | $227,745 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 12 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $832,098 | FundraisingAmt |
| Related Organizations | $0 | RelatedOrganizationsAmt |
| Government Grants | $66,338,585 | GovernmentGrantsAmt |
| All Other Contributions | $45,517,239 | AllOtherContributionsAmt |
| Noncash Contributions | $0 | NoncashContributionsAmt |
| Total Contributions | $112,687,922 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SHARED SERVICES REVENUE | Desc |
| Business | 541990 | BusinessCd |
| Total Revenue Column | $1,984,033 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,984,033 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,984,033 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,135,455 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$6,042 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,141,497 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,368 | TotalRevenueColumnAmt |
| Exclusion | $7,368 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,125,290 | TotalRevenueColumnAmt |
| Exclusion | $2,125,290 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $258,038 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $258,038 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $258,038 | TotalRevenueColumnAmt |
| Exclusion | $258,038 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $482,699,330 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $476,054,731 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,644,599 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,644,599 | TotalRevenueColumnAmt |
| Exclusion | $6,644,599 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $45,150 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $832,098 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $189,409 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$144,259 | TotalRevenueColumnAmt |
| Exclusion | -$144,259 | ExclusionAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|---|
| RESEARCH | 541700 | $1,829,370 | $1,829,370 | $0 | |
| OTHER RESEARCH SUPPORT | 541990 | $208,045 | $0 | $0 | $208,045 |
| SALE OF REAGENTS | 541990 | $64,132 | $0 | $0 | $64,132 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $305,078 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $305,078 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,406,625 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $129,105,071 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,561,288 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,823,328 | UnrelatedBusinessRevenueAmt |
| Exclusion | $12,032,533 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,584,703 | TotalAmt |
| Program Services | $237,062 | ProgramServicesAmt |
| Management And General | $3,347,641 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,397,347 | TotalAmt |
| Program Services | $47,973,116 | ProgramServicesAmt |
| Management And General | $9,374,837 | ManagementAndGeneralAmt |
| Fundraising | $1,049,394 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,873,972 | TotalAmt |
| Program Services | $3,217,835 | ProgramServicesAmt |
| Management And General | $606,141 | ManagementAndGeneralAmt |
| Fundraising | $49,996 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,135,849 | TotalAmt |
| Program Services | $6,812,027 | ProgramServicesAmt |
| Management And General | $1,204,963 | ManagementAndGeneralAmt |
| Fundraising | $118,859 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,536,446 | TotalAmt |
| Program Services | $2,748,283 | ProgramServicesAmt |
| Management And General | $715,861 | ManagementAndGeneralAmt |
| Fundraising | $72,302 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,534,442 | TotalAmt |
| Program Services | $844,795 | ProgramServicesAmt |
| Management And General | $683,773 | ManagementAndGeneralAmt |
| Fundraising | $5,874 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,086,661 | TotalAmt |
| Program Services | $47,704 | ProgramServicesAmt |
| Management And General | $1,038,815 | ManagementAndGeneralAmt |
| Fundraising | $142 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $366,170 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $366,170 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $195,400 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $195,400 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,246 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $19,246 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $952,032 | TotalAmt |
| Program Services | $518,959 | ProgramServicesAmt |
| Management And General | $420,724 | ManagementAndGeneralAmt |
| Fundraising | $12,349 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,776 | TotalAmt |
| Program Services | $10,985 | ProgramServicesAmt |
| Management And General | $9,559 | ManagementAndGeneralAmt |
| Fundraising | $20,232 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,212,293 | TotalAmt |
| Program Services | $7,475,191 | ProgramServicesAmt |
| Management And General | $650,838 | ManagementAndGeneralAmt |
| Fundraising | $86,264 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,297,036 | TotalAmt |
| Program Services | $960,885 | ProgramServicesAmt |
| Management And General | $303,392 | ManagementAndGeneralAmt |
| Fundraising | $32,759 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,666,798 | TotalAmt |
| Program Services | $12,214,014 | ProgramServicesAmt |
| Management And General | $1,342,832 | ManagementAndGeneralAmt |
| Fundraising | $109,952 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $565,634 | TotalAmt |
| Program Services | $469,924 | ProgramServicesAmt |
| Management And General | $87,540 | ManagementAndGeneralAmt |
| Fundraising | $8,170 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,225,902 | TotalAmt |
| Program Services | $943,532 | ProgramServicesAmt |
| Management And General | $260,859 | ManagementAndGeneralAmt |
| Fundraising | $21,511 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,177,017 | TotalAmt |
| Program Services | $4,366,294 | ProgramServicesAmt |
| Management And General | $770,762 | ManagementAndGeneralAmt |
| Fundraising | $39,961 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,710,838 | TotalAmt |
| Program Services | $11,389,200 | ProgramServicesAmt |
| Management And General | $1,232,173 | ManagementAndGeneralAmt |
| Fundraising | $89,465 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,636 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $101,636 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| RESEARCH SUPPLIES & SERV. | $12,961,698 | $12,961,698 | ||
| SCIENTIFIC COLLABORATIONS | $3,863,964 | $3,863,964 | $0 | $0 |
| RECRUITMENT | $544,344 | $250,798 | $279,054 | $14,492 |
| BAD DEBT | $95,594 | $95,594 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $222,796 | TotalAmt |
| Program Services | $99,020 | ProgramServicesAmt |
| Management And General | $24,086 | ManagementAndGeneralAmt |
| Fundraising | $99,690 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $142,368,594 | TotalAmt |
| Program Services | $117,405,286 | ProgramServicesAmt |
| Management And General | $23,131,896 | ManagementAndGeneralAmt |
| Fundraising | $1,831,412 | FundraisingAmt |
Total Joint Costs TotalJointCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,340,667 | BOYAmt |
| EOY | $4,123,683 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,300,615 | BOYAmt |
| EOY | $23,499,833 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,063,217 | BOYAmt |
| EOY | $60,764,502 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $766,396 | BOYAmt |
| EOY | $1,160,298 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,215,635 | BOYAmt |
| EOY | $1,184,978 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,164,603 | BOYAmt |
| EOY | $1,596,813 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $279,777 | BOYAmt |
| EOY | $214,481 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,324,340 | BOYAmt |
| EOY | $6,963,036 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $302,370,550 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $163,206,885 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $139,452,521 | BOYAmt |
| EOY | $139,163,665 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $166,920,503 | BOYAmt |
| EOY | $263,938,102 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $11,800,000 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,817,789 | BOYAmt |
| EOY | $2,648,722 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $427,646,063 | BOYAmt |
| EOY | $517,058,113 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,187,228 | BOYAmt |
| EOY | $18,662,124 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,053,695 | BOYAmt |
| EOY | $124,792,172 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,073,929 | BOYAmt |
| EOY | $64,408,166 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $95,314,852 | BOYAmt |
| EOY | $207,862,462 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $138,824,388 | BOYAmt |
| EOY | $138,987,303 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $179,491,957 | BOYAmt |
| EOY | $156,181,232 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,014,866 | BOYAmt |
| EOY | $14,027,116 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $332,331,211 | BOYAmt |
| EOY | $309,195,651 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $427,646,063 | BOYAmt |
| EOY | $517,058,113 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$13,263,523 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$9,872,037 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $156,880,684 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $146,497,371 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $146,698,221 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $244,026,040 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $112,703,072 | CurrentTaxYearAmt |
| Total | $806,805,388 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $156,880,684 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $146,497,371 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $146,698,221 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $244,026,040 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $112,703,072 | CurrentTaxYearAmt |
| Total | $806,805,388 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $95,508,970 | SubstantialContributorsTotAmt |
| Public Support Total170 | $711,296,418 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,402,201 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,000,400 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,044,153 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,992,391 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,532,193 | CurrentTaxYearAmt |
| Total | $24,971,338 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $144,833 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $195,599 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $160,548 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $52,137 | CurrentTaxYearAmt |
| Total | $553,117 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $832,329,843 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $8,484,609 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.85459 | PublicSupportCY170Pct |
| Public Support PY170 | 0.88593 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | false | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Media Advertisements | $0 | MediaAdvertisementsAmt |
| Mailings Members | false | MailingsMembersInd |
| Mailings Members | $0 | MailingsMembersAmt |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Publications Or Broadcast | $0 | PublicationsOrBroadcastAmt |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Grants Other Organizations | $0 | GrantsOtherOrganizationsAmt |
| Direct Contact Legislators | Yes (true) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $104,704 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Rallies Demonstrations | $0 | RalliesDemonstrationsAmt |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Other Activities | $182,093 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $286,797 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE C, PART II-B, LINE 1G | LOBBYING ACTIVITIES CONTACT AND MEET WITH FEDERAL AND STATE LEGISLATORS AND THEIR STAFF TO SEEK POTENTIAL RESEARCH FUNDING. |
| SCHEDULE C, PART II-B, LINE 1I | OTHER ACTIVITIES DUES TO RESEARCH AND BIOMEDICAL ORGANIZATIONS, A PORTION OF WHICH ARE CONSIDERED LOBBYING. THE INSTITUTE UTILIZES ATLANTIC STRATEGIES GROUP, LLC FOR REPRESENTATION IN WASHINGTON DC, TO INVESTIGATE AND SEEK POTENTIAL FEDERAL RESEARCH FUNDING OPPORTUNITIES OUTSIDE THE TRADITIONAL NIH PROCESS. THE INSTITUTE CONTRACTS WITH CAPITAL INSIGHT AND ASSOCIATES FOR REPRESENTATION IN TALLAHASSEE, FL, TO INVESTIGATE AND SEEK POTENTIAL STATE RESEARCH FUNDING OPPORTUNITIES. |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $26,693,919 | BeginningYearBalanceAmt |
| Contributions | $510,067 | ContributionsAmt |
| Investment Earnings Or Losses | -$3,125 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,213,220 | OtherExpendituresAmt |
| End Year Balance | $25,987,641 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $26,870,514 | BeginningYearBalanceAmt |
| Contributions | $920,000 | ContributionsAmt |
| Investment Earnings Or Losses | $36,749 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,133,344 | OtherExpendituresAmt |
| End Year Balance | $26,693,919 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $22,805,011 | BeginningYearBalanceAmt |
| Contributions | $1,310,000 | ContributionsAmt |
| Investment Earnings Or Losses | $3,778,222 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,022,719 | OtherExpendituresAmt |
| End Year Balance | $26,870,514 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $21,200,471 | BeginningYearBalanceAmt |
| Contributions | $9,000 | ContributionsAmt |
| Investment Earnings Or Losses | $2,517,312 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $921,772 | OtherExpendituresAmt |
| End Year Balance | $22,805,011 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $21,602,848 | BeginningYearBalanceAmt |
| Contributions | $29,575 | ContributionsAmt |
| Investment Earnings Or Losses | $961,439 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,393,391 | OtherExpendituresAmt |
| End Year Balance | $21,200,471 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.45960 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.50080 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.03960 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $25,793,087 | OtherCostOrOtherBasisAmt |
| Book Value | $25,793,087 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $165,328,062 | OtherCostOrOtherBasisAmt |
| Depreciation | $73,278,686 | DepreciationAmt |
| Book Value | $92,049,376 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $110,504,651 | OtherCostOrOtherBasisAmt |
| Depreciation | $89,928,199 | DepreciationAmt |
| Book Value | $20,576,452 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $744,750 | OtherCostOrOtherBasisAmt |
| Book Value | $744,750 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $139,163,665 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
| Total Liability | $0 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $119,214,000 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$9,872,037 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $212 | OtherRevenueAmt |
| Revenue Not Reported | -$9,871,825 | RevenueNotReportedAmt |
| Revenue Subtotal | $129,085,825 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $19,246 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $19,246 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $129,105,071 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $142,349,000 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $0 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $142,349,000 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $19,246 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $348 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $19,594 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $142,368,594 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PART V, LINE 4 | INTENDED USES OF THE ORGANIZATION'S ENDOWMENT FUNDS THE INSTITUTE'S ENDOWMENT FUNDS ARE ESTABLISHED FOR VARIOUS PURPOSES: SCIENTIFIC RESEARCH, ALS RESEARCH, CEO CHAIR, PRESIDENTIAL CHAIR, LEADERSHIP CHAIR IN CANCER RESEARCH, AND UNRESTRICTED AS TO INCOME. |
| SCHEDULE D, PART X, LINE 2 | FIN 48 (ASC 740) FOOTNOTE THE INSTITUTE HAS NO MATERIAL DEFERRED TAX ASSETS OR DEFERRED TAX LIABILITIES RECORDED AS OF JUNE 30, 2016 AND 2015. THE INSTITUTE DID NOT RECOGNIZE A CHANGE IN LIABILITY FOR UNRECOGNIZED TAX BENEFITS (THE DIFFERENCE BETWEEN A TAX POSITION TAKEN, OR EXPECTED TO BE TAKEN, IN A TAX RETURN AND THE BENEFIT RECOGNIZED AND MEASURED IN THE FINANCIAL STATEMENTS). THERE WERE NO LIABILITIES FOR UNRECOGNIZED TAX BENEFITS AT JUNE 30, 2016 AND 2015. |
| SCHEDULE D, PART XI, LINE 2D | ROUNDING - 212 |
| SCHEDULE D, PART XII, LINE 4B | ROUNDING - 348 |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (7 entries)
| RegionRegionTxt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| Europe (Including Iceland and Greenland) | 44 | Program services | SEE PART V | $120,924 |
| East Asia and the Pacific | 14 | Program services | SEE PART V | $31,988 |
| North America | 1 | Program services | SEE PART V | $647 |
| South America | 1 | Program services | SEE PART V | $1,225 |
| Middle East and North Africa | 3 | Program services | SEE PART V | $1,812 |
| Russia and the Newly Independent States | 2 | Program services | SEE PART V | $1,306 |
| South America | 3 | Program services | SEE PART V | $4,156 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Employees | 68 | SubtotalEmployeesCnt |
| Total Employee | 68 | TotalEmployeeCnt |
| Subtotal Spent | $162,058 | SubtotalSpentAmt |
| Total Spent | $162,058 | TotalSpentAmt |
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE F, PART I, LINE 3 | PROCEDURES FOR MONITORING USE OF GRANTS SANFORD BURNHAM PREBYS MEDICAL DISCOVERY INSTITUTE DOES NOT MAINTAIN ONGOING OPERATIONS IN FOREIGN JURISDICTIONS. HOWEVER, THE INSTITUTE'S SCIENTISTS DO TRAVEL TO VARIOUS SCIENTIFIC CONFERENCES IN OTHER COUNTRIES TO SHARE THE INSTITUTE'S SCIENTIFIC DISCOVERIES, AS WELL AS, TO LEARN FROM OTHER SCIENTISTS ACROSS THE WORLD. |
| SCHEDULE F, PART I, LINE 3, COLUMN E | TYPE OF SERVICE SPECIFIC PROGRAM SERVICE ACTIVITY IN ALL REGIONS IS AGENTS ATTENDING AND/OR SPEAKING AT SCIENTIFIC CONFERENCES AND COLLABORATIONS. |
| SCHEDULE F, PART I, LINE 3, COLUMN E | ACCOUNTING METHOD THE ACCRUAL METHOD OF ACCOUNTING WAS USED TO DETERMINE THE AMOUNTS INPART I, LINE 3, COLUMN F. |
Schedule G IRS990ScheduleG
Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)
| ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd |
|---|---|
| ED GILLENWATERS | |
| CONSULTING | false |
| BLAIR BLUM PARTNERS | |
| CONSULTING | false |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $877,248 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $832,098 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $45,150 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $65,107 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $83,805 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $40,497 | OtherDirectExpensesEvent1Amt |
| Other Events Total | 0 | OtherEventsTotalCnt |
| Gross Receipts Total | $877,248 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $832,098 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $45,150 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $65,107 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $83,805 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $40,497 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $189,409 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$144,259 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KRISTIINA VUORI MD PHD | ||||||||||||||
| PRESIDENT | $652,139 | $0 | $190,039 | $0 | $1,824,711 | $0 | $101,500 | $0 | $11,145 | $0 | $2,779,534 | $0 | $1,425,000 | $0 |
| PERRY NISEN MD PHD | ||||||||||||||
| CEO | $747,073 | $0 | $337,503 | $0 | $27,354 | $0 | $318,750 | $0 | $17,502 | $0 | $1,448,182 | $0 | $112,500 | $0 |
| GARY CHESSUM | ||||||||||||||
| CFO | $325,214 | $0 | $0 | $0 | $643 | $0 | $0 | $0 | $5,855 | $0 | $331,712 | $0 | $0 | $0 |
| GARY RAISL ED D | ||||||||||||||
| EVP/CAO/CFO/TREAS (OUTGOING) | $323,243 | $0 | $44,341 | $0 | $95,891 | $0 | $26,500 | $0 | $8,330 | $0 | $498,305 | $0 | $0 | $0 |
| GARTH POWIS PHD | ||||||||||||||
| CENTER DIRECTOR | $498,278 | $0 | $45,000 | $0 | $5,344 | $0 | $26,500 | $0 | $11,285 | $0 | $586,407 | $0 | $0 | $0 |
| DANIEL KELLY MD | ||||||||||||||
| CNTR DIR/SCI DIR AT LK NONA | $485,987 | $0 | $47,380 | $0 | $4,250 | $0 | $26,500 | $0 | $19,218 | $0 | $583,335 | $0 | $0 | $0 |
| ZE'EV RONAI | ||||||||||||||
| SCIENTIFIC DIRECTOR | $300,271 | $0 | $29,872 | $0 | $3,397 | $0 | $26,500 | $0 | $17,502 | $0 | $377,542 | $0 | $0 | $0 |
| CARL WARE PHD | ||||||||||||||
| CENTER DIRECTOR, IIDC | $348,942 | $0 | $86,485 | $0 | $4,427 | $0 | $26,500 | $0 | $12,571 | $0 | $478,925 | $0 | $0 | $0 |
| MICHAEL JACKSON PHD | ||||||||||||||
| DRUG DISCOVERY & DEV, SR VP | $363,287 | $0 | $90,126 | $0 | $3,213 | $0 | $26,500 | $0 | $17,195 | $0 | $500,321 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, SCHEDULE J, PART I, LINE 1A | FIRST CLASS TRAVEL FIRST CLASS TRAVEL IS GENERALLY NOT PERMITTED, EXCEPT UNDER VERY LIMITED AND RARE CIRCUMSTANCES AND CONDITIONS, SUCH AS A MEDICAL CONDITION REQUIREMENT AND URGENT CIRCUMSTANCES. THIS WAS NOT TREATED AS TAXABLE COMPENSATION. HEALTH OR SOCIAL CLUB DUES HEALTH OR SOCIAL CLUB DUES ARE NEGOTIATED IN THE HIRING PROCESS FOR CERTAIN EMPLOYEES. THE AMOUNTS WERE TREATED AS TAXABLE COMPENSATION. |
| FORM 990, SCHEDULE J, PART I, LINE 4A | DURING THE YEAR THE ORGANIZATION PAID SEVERANCE UNDER A CONFIDENTIAL SEVERANCE AGREEMENT TO ONE INDIVIDUAL. |
| FORM 990, SCHEDULE J, PART I, LINE 4B | SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN THE PARTICIPANTS OF THE 457(F) DEFERRED COMPENSATION PLAN ARE KRISTIINA VUORI AND PERRY NISEN. VESTING FOR KRISTIINA VUORI OCCURS THE EARLIEST OF 4/1/2020 & PERRY NISEN THE EARLIEST OF 9/15/19, OR INVOLUNTARY TERMINATION WITHOUT CAUSE, OR PARTICIPANT'S RESIGNATION FOR GOOD CAUSE, OR THE DATE OF TERMINATION OF THE PLAN. DISTRIBUTION IS A ONE-TIME LUMP SUM PAYMENT UPON VESTING OF 100% OF THE VALUE OF THE PARTICIPANT'S INVESTMENT (COMPRISED OF INSTITUTE CONTRIBUTIONS TO THE CORPUS PLUS ANY INVESTMENT GAINS OR LOSSES THEREON). DURING 2015, KRISTINA VUORI RECEIVED A PAYMENT FROM THE 457(F) DEFERRED COMPENSATION PLAN OF $1,823,153. |
| FORM 990, SCHEDULE J, PART I, LINE 7 | NON-FIXED PAYMENTS SOME SENIOR EXECUTIVES HAVE EMPLOYMENT AGREEMENTS STIPULATING A BONUS WILL BE PAID TO THEM PROVIDED CERTAIN GOALS OR ACCOMPLISHMENTS ARE ACHIEVED. |
| FORM 990, SCHEDULE J, PART II, COLUMN (C) | RETIREMENT AND OTHER DEFERRED COMPENSATION THE AMOUNT REPORTED IN SCHEDULE J, PART II, COLUMN C FOR KRISTIINA VUORI AND PERRY NISEN INCLUDES AN ACCRUAL OF $75,000 AND $300,000 RESPECTIVELY RELATED TO THE 457(F) PLAN DESCRIBED ABOVE. THESE AMOUNTS ARE NOT VESTED AND ARE SUBJECT TO SUBSTANTIAL RISK OF FORFEITURE. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COUNTY OF SAN DIEGO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 956000934 | BondIssuerEIN |
| CUSIP | 79742YAQ5 | CUSIPNum |
| Bond Issued | 2015-11-12 | BondIssuedDt |
| Issue Price | $61,963,256 | IssuePriceAmt |
| Purpose | SEE PART VI | PurposeDesc |
| Defeased | false | DefeasedInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Pool Financing | false | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $0 | RetiredAmt |
| Bond Defeased | $61,673,870 | BondDefeasedAmt |
| Total Proceeds | $61,963,256 | TotalProceedsAmt |
| In Reserve Fund | $0 | InReserveFundAmt |
| Capitalized Interest | $0 | CapitalizedInterestAmt |
| Refunding Escrow | $0 | RefundingEscrowAmt |
| Issuance Costs From Proceeds | $289,386 | IssuanceCostsFromProceedsAmt |
| Credit Enhancement | $0 | CreditEnhancementAmt |
| Working Capital Expenditures | $0 | WorkingCapitalExpendituresAmt |
| Capital Expenditures | $0 | CapitalExpendituresAmt |
| Other Spent Proceeds | $0 | OtherSpentProceedsAmt |
| Unspent | $0 | UnspentAmt |
| Substantial Completion | 2015 | SubstantialCompletionYr |
| Current Refunding | Yes (true) | CurrentRefundingInd |
| Advance Refunding | false | AdvanceRefundingInd |
| Final Allocation Made | Yes (true) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (true) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | false | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | Yes (true) | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | Yes (true) | MgmtContractBondFincdPropInd |
| Engage Bond Counsel Contracts | Yes (true) | EngageBondCounselContractsInd |
| Any Research Agreements | Yes (true) | AnyResearchAgreementsInd |
| Engage Bond Counsel Research | Yes (true) | EngageBondCounselResearchInd |
| Private Bus Use By Others | 0.01600 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.01600 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | false | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | false | ChangeInUseBondFinancedPropInd |
| Remedial Action Taken | false | RemedialActionTakenInd |
| Procs Nonqualified Bond Remdtd | false | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | false | Form8038TFiledInd |
| Rebate Not Due Yet | Yes (true) | RebateNotDueYetInd |
| Exception To Rebate | false | ExceptionToRebateInd |
| No Rebate Due | false | NoRebateDueInd |
| Variable Rate Issue | Yes (true) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | false | HedgeIdentifiedInBksAndRecInd |
Hedge Provider Name HedgeProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 0 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGICInd |
GIC Provider Name GICProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 0 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Proceeds Invested | false | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | false | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | false | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE K, PART I, ROW A, COLUMN (F) | REFINANCE 2006 AND 2012 BONDS WITH ISSUE DATE 02/01/2006 AND 11/15/2012. |
| SCHEDULE K, PART I, ROW A | FOR THE BOND ISSUE LISTED IN PART I, THE ALTERNATIVE PERIOD USED FOR THE REPORTING REQUIREMENTS IN THIS SECTION IS THE TWELVE MONTHS ENDED DECEMBER 31, 2015. |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (2 entries)
| Relationship With OrgRelationshipWithOrgTxt | Loan PurposeLoanPurposeTxt | Loan From OrganizationLoanFromOrganizationInd | Original PrincipalOriginalPrincipalAmt | Balance DueBalanceDueAmt | DefaultDefaultInd | Board Or Committee ApprovalBoardOrCommitteeApprovalInd | Written AgreementWrittenAgreementInd |
|---|---|---|---|---|---|---|---|
| GARY RAISL | |||||||
| OFFICER | QUAL. EMPLOYEE RELOC | Yes (X) | $225,000 | $207,200 | false | Yes (true) | Yes (true) |
| PERRY NISEN | |||||||
| OFFICER | QUAL. EMPLOYEE RELOC | Yes (X) | $1,000,000 | $977,778 | false | Yes (true) | Yes (true) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $1,184,978 | TotalBalanceDueAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 1 & PART III, LINE 1 | ORGANIZATIONS MISSION SANFORD BURNHAM PREBYS MEDICAL DISCOVERY INSTITUTE CONDUCTS WORLD-CLASS, COLLABORATIVE RESEARCH DEDICATED TO FINDING CURES FOR HUMAN DISEASE, IMPROVING THE QUALITY OF LIFE, AND THUS CREATING A LEGACY FOR ITS EMPLOYEES, PARTNERS, DONORS, AND COMMUNITY. |
| FORM 990, PART III, LINE 4 | PROGRAM SERVICE ACCOMPLISHMENTS SANFORD BURNHAM PREBYS MEDICAL DISCOVERY INSTITUTE (SBP) IS AN INDEPENDENT NONPROFIT MEDICAL RESEARCH ORGANIZATION THAT CONDUCTS WORLD-CLASS, COLLABORATIVE, BIOLOGICAL RESEARCH AND TRANSLATES ITS DISCOVERIES FOR THE BENEFIT OF PATIENTS. SBP FOCUSES ITS RESEARCH ON CANCER, IMMUNITY, NEURODEGENERATION, METABOLIC DISORDERS AND RARE CHILDRENS DISEASES. CANCER RESEARCH UNCOVERS DEFENDER AGAINST CANCER-PROMOTING LIVER DAMAGE. LIVER CANCER IS ONE OF THE FEW CANCER TYPES FOR WHICH MORTALITY RATES ARE ACTUALLY INCREASING IN THE U.S. MOST CASES ARISE FOLLOWING LIVER DAMAGE BY VIRUSES, ALCOHOL OR FAT ACCUMULATION DUE TO OBESITY. THIS DAMAGE LEADS TO INFLAMMATORY SIGNALS THAT HELP FUEL TUMORS. JORGE MOSCAT, PH.D., AND MARIA DIAZ-MECO, PH.D., PUBLISHED RESEARCH IN 'CANCER CELL' SHOWING HOW A PROTEIN CALLED P62, WHEN LOCATED IN THE TISSUE SURROUNDING A TUMOR, CAN ACTUALLY DAMPEN THE PRODUCTION OF TUMOR-STIMULATING INFLAMMATORY SIGNALS. THE FINDINGS SUGGEST THAT DRUGS AIMED AT INCREASING THE LEVELS OF P62 IN LIVER TISSUE SURROUNDING TUMORS MAY BLOCK LIVER CANCER PROGRESSION. TUMOR SURVIVAL STRATEGY POINTS TO NEW DRUG TARGET. TUMORS HAVE THE UNIQUE ABILITY TO SURVIVE EVEN WHEN SUPPLIES OF OXYGEN ARE LOW - A CONDITION CALLED HYPOXIA - BY PRODUCING A PROTEIN CALLED HYPOXIA INDUCIBLE FACTOR-1 (HIF-1). THOUGH BLOCKING HIF-1 WOULD KILL HYPOXIC TUMORS, FINDING DRUGS THAT ACHIEVE THIS HAS SO FAR PROVEN DIFFICULT. GARTH POWIS, PH.D., PUBLISHED A STUDY IN 'CANCER RESEARCH' THAT INDICATES A WAY AROUND THIS. THE RESEARCH SHOWS THAT ELIMINATING OR BLOCKING AN ENZYME CALLED ALDOLASE A LOWERS ACTIVITY OF HIF-1 AND INHIBITS THE GROWTH OF BREAST CANCER TUMORS. ALDOLASE A IS AN ESPECIALLY PROMISING DRUG TARGET BECAUSE INHIBITING IT WOULD ESSENTIALLY STARVE THE TUMOR. NEW DRUG COMBINATION SHOWS PROMISE AGAINST CHILDHOOD BRAIN CANCER. MEDULLOBLASTOMA IS THE MOST COMMON MALIGNANT BRAIN CANCER IN CHILDREN, BUT SUCCESS RATES FOR TREATING THIS CANCER, DIAGNOSED IN ABOUT 400 CHILDREN PER YEAR IN THE U.S., LAG BEHIND THOSE FOR OTHER PEDIATRIC CANCERS. RESEARCH LED BY ROBERT WECHSLER-REYA, PH.D., USED HIGH-THROUGHPUT SCREENING TO LOOK FOR DRUGS THAT KILL CANCER CELLS FROM THE MOST DEADLY TYPE OF MEDULLOBLASTOMA, CALLED GROUP 3. THIS SCREEN IDENTIFIED A DRUG COMBINATION, HISTONE DEACETYLASE INHIBITORS AND PHOSPHATIDYLINOSITOL 3-KINASE INHIBITORS THAT MAY INHIBIT TUMOR GROWTH. THE FINDINGS, PUBLISHED IN 'CANCER CELL', ARE EXPECTED TO LEAD TO A CLINICAL TRIAL SOON BECAUSE BOTH DRUGS ARE ALREADY APPROVED BY THE FDA. SUPER-ONCOGENIC PROTEIN THAT PROMOTES DEVELOPMENT OF MELANOMA. MELANOMA IS THE MOST DEADLY FORM OF SKIN CANCER, CAUSING APPROXIMATELY 10,000 DEATHS PER YEAR IN THE U.S. ZEEV RONAI, PH.D., HAS STUDIED A MELANOMA-PROMOTING PROTEIN CALLED ATF2 FOR DECADES, ILLUSTRATING HOW IT DRIVES CANCER BY REGULATING GENES. HOWEVER, RESEARCH PUBLISHED IN 'CELL REPORTS' SHOWS THAT IN SOME MELANOMAS, ATF2 IS MUTATED IN A WAY THAT MAKES IT UNABLE TO AFFECT GENE ACTIVITY, BUT IT STILL PROMOTES CANCER. THE FINDINGS MAY AID IN THE DEVELOPMENT OF NOVEL THERAPIES FOR MELANOMA DRIVEN BY THIS MUTANT FORM OF ATF2. DISORDERS OF METABOLISM DIABETES DRUGS WEIGHT-LOSS EFFECTS REQUIRE DIFFERENT PARTS OF THE BRAIN THAN PREVIOUSLY THOUGHT. CERTAIN TYPE 2 DIABETES DRUGS CALLED GLUCAGON-LIKE PEPTIDE-1 RECEPTOR AGONISTS (GLP-1RAS) PROMOTE WEIGHT LOSS, BUT HOW THEY DO THIS REMAINS POORLY UNDERSTOOD. INSIGHT INTO HOW THESE DRUGS WORK IN THE BODY - AND ESPECIALLY THE BRAIN - COULD HELP CREATE NEW DRUGS THAT EFFECTIVELY CONTROL BODY WEIGHT. GLP-1RAS CAUSE PEOPLE TO EAT LESS, AND THEIR WEIGHT LOSS EFFECTS WERE THOUGHT TO RELY ON THE HYPOTHALAMUS, A PART OF THE BRAIN THAT REGULATES APPETITE. JULIO AYALA, PH.D., PUBLISHED A STUDY IN 'DIABETES' SHOWING THAT THE HYPOTHALAMUS ISNT ESSENTIAL FOR GLP-1RAS TO REDUCE FOOD INTAKE. THE FINDINGS INDICATE THAT EFFECTIVE WEIGHT LOSS DRUGS MUST ACT ON OTHER AREAS OF THE BRAIN. GENERATING GOOD FAT BY PUSHING THE RIGHT BUTTONS. AS A WEIGHT LOSS STRATEGY, SCIENTISTS ARE TRYING TO TURN ENERGY-STORING WHITE FAT INTO ENERGY-BURNING BROWN FAT-ESSENTIALLY TURNING IT BEIGE. SHEILA COLLINS, PH.D., PUBLISHED A STUDY IN THE 'JOURNAL OF CLINICAL INVESTIGATION' REVEALING MOLECULAR DETAILS OF HOW THIS CAN HAPPEN. THE PROCESS INVOLVES A SIGNALING PROTEIN CALLED PKA THAT TURNS ON A COMPLEX CALLED MTORC1. THIS FINDING IS SURPRISING BECAUSE MTORC1 IS ALSO ACTIVATED BY GROWTH-PROMOTING SIGNALS LIKE INSULIN, WHILE FAT 'BROWNING' WAS THOUGHT TO OPPOSE GROWTH. THE RESULTS HELP DETERMINE WHICH STEPS COULD BE TARGETED BY FUTURE ANTI-OBESITY DRUGS. FAILING HEARTS SWITCH FUELS TO GENERATE ENERGY. MORE THAN 5 MILLION PEOPLE IN THE UNITED STATES SUFFER FROM HEART FAILURE, ACCORDING TO THE AMERICAN HEART ASSOCIATION, AND LESS THAN HALF SURVIVE FIVE YEARS AFTER DIAGNOSIS. MOST CURRENT TREATMENTS ARE AIMED AT THE LATER STAGES OF DISEASE, BUT RESEARCH FROM DANIEL KELLY, PH.D., PUBLISHED IN 'CIRCULATION', COULD LEAD TO A NEW APPROACH TO TREAT IT EARLIER. THE STUDY FOUND THAT AS THE HEART FAILS, IT LOSES ITS ABILITY TO BURN FATTY ACIDS AND INSTEAD STARTS USING AN ALTERNATIVE ENERGY SOURCE CALLED KETONE BODIES. ITS NOT CLEAR YET WHETHER THIS SWITCH HELPS COMPENSATE FOR DEFECTS OR MAKES THEM WORSE, BUT FURTHER EXPLORATION OF THE ISSUE COULD IDENTIFY NEW THERAPEUTIC TARGETS. FEAST OR FAMINE: THE SWITCH THAT HELPS YOUR LIVER ADAPT. IN METABOLIC CONDITIONS LIKE OBESITY AND DIABETES, THE RESPONSE TO STRESS HORMONES, ALSO CALLED GLUCOCORTICOIDS, IS ALTERED IN WAYS THAT AGGRAVATE DISEASE. THIS INCREASES THE RISK FOR LIVER DISEASE THAT CAN PROGRESS TO FIBROSIS OR LIVER CANCER. TIMOTHY OSBORNE, PH.D., PUBLISHED A STUDY IN 'CELL METABOLISM' SHOWING HOW THE LIVER RESPONDS TO GLUCOCORTICOIDS. BY LOOKING AT GENE ACTIVITY CHANGES ASSOCIATED WITH FASTING, THE RESEARCH IDENTIFIED SETDB2, A GENE THAT ENCODES AN ENZYME THAT CONTROLS WHETHER OTHER GENES CAN BE READ. THE FINDINGS SUGGEST THAT INHIBITING SETDB2 COULD PREVENT THE METABOLIC SIDE EFFECTS OF STEROID MEDICATIONS, SUCH AS WEIGHT GAIN AND INSULIN RESISTANCE. IMMUNITY PROTEIN THAT DIALS IMMUNE RESPONSES UP AND DOWN. RESEARCH LED BY LINDA BRADLEY AND PUBLISHED IN 'IMMUNITY' SHEDS NEW LIGHT ON WHY T CELLS FAIL TO CLEAR CHRONIC INFECTIONS AND ELIMINATE TUMORS. BRADLEYS LAB DISCOVERED A PROTEIN ON THE SURFACE OF T CELLS, P-SELECTIN GLYCOPROTEIN LIGAND-1 (PSGL-1), THAT ACTS AS A NEGATIVE REGULATOR OF T CELL FUNCTION. PSGL-1 IS REQUIRED TO INCREASE LEVELS OF IMMUNE CHECKPOINTS - THE PATHWAYS IN THE IMMUNE SYSTEM THAT KEEP T CELL RESPONSES UNDER CONTROL. THE RESEARCH SUGGESTS THAT PSGL-1 INHIBITORS MAY ENHANCE THE IMMUNE RESPONSE TO CANCER AND CHRONIC VIRAL INFECTIONS SUCH AS HEPATITIS. IT ALSO SUGGESTS THAT BOOSTING PSGL-1 MAY BE A STRATEGY TO TREAT AUTOIMMUNE DISEASES. WHY HIV IS NOT CLEARED BY THE IMMUNE SYSTEM. FOR DECADES, HIV RESEARCHERS HAVE KNOWN THAT THE INITIAL IMMUNE RESPONSE TO HIV FAILS TO PREVENT THE VIRUS FROM REPLICATING, BUT THE REASONS WHY WERE UNCLEAR. SUMIT CHANDA, PH.D., PUBLISHED A PAPER IN 'CELL HOST & MICROBE' SHOWING THAT A PROTEIN IN IMMUNE CELLS CALLED NLRX1 ACTUALLY REPRESSES THE INITIAL IMMUNE RESPONSE TRIGGERED BY VIRAL DNA. THE DISCOVERY COULD LEAD TO BETTER ANTIVIRAL DRUGS OR WAYS TO IMPROVE VACCINES AGAINST HIV OR OTHER VIRUSES. IT COULD ALSO INFORM THE DEVELOPMENT OF FUTURE CANCER THERAPIES BECAUSE NLRX1 IS PART OF A SIGNALING PATHWAY THAT CAN ENHANCE IMMUNE RESPONSES AGAINST CANCER CELLS. NEUROSCIENCE AND AGING POTENTIAL WAY TO SLOW ADVANCE OF ALZHEIMERS. HUAXI XU, PH.D., HAS PUBLISHED RESEARCH IN 'THE JOURNAL OF NEUROSCIENCE' THAT SUGGESTS A NEW WAY TO MINIMIZE THE GENERATION OF AMYLOID-BETA AND SLOW THE ADVANCE OF ALZHEIMERS DISEASE. DEPOSITS OF AMYLOID-BETA IN THE BRAIN ARE A PATHOGENIC HALLMARK OF ALZHEIMERS DISEASE. THE STUDY FOUND THAT A RECEPTOR CALLED SORLA, WITH ITS PARTNER SNX27, MOVES THE AMYLOID PRECURSOR PROTEIN AWAY FROM THE ACIDIC COMPARTMENT, WHERE IT IS PROCESSED INTO AMYLOID BETA, TO A DIFFERENT LOCATION WHERE IT CANNOT BE CUT. MODULATING THE TRAFFICKING OF THE AMYLOID PRECURSOR PROTEIN THROUGH SORLA MAY BE A NEW THERAPEUTIC APPROACH FOR ALZHEIMERS DISEASE. DIETARY RESTRICTION INCREASES LIFESPAN THROUGH EFFECTS ON THE GUT. DIETARY RESTRICTION LENGTHENS HEALTHY LIFESPAN IN MANY SPECIES, INCLUDING HUMANS. EATING LESS INCREASES THE RATE AT WHICH CELLS RECYCLE THEIR COMPONENTS BY A PROCESS CALLED AUTOPHAGY. TO DETERMINE IN WHICH ORGANS AUTOPHAGY MATTERS MOST, MALENE HANSEN, PH.D., BLOCKED AUTOPHAGY IN THE INTESTINES OF TINY WORMS CALLED C. ELEGANS, AND FOUND THAT DIETARY RESTRICTION NO LONGER EXTENDED LIFESPAN. THE RESULTS, PUBLISHED IN 'PLOS GENETICS', SHOW THAT AUTOPHAGY IN THE GUT IS ESSENTIAL TO PRESERVE ITS BARRIER FUNCTION, WHICH PREVENTS HARMFUL MICROBES AND TOXINS FROM REACHING THE REST OF THE BODY. THE FINDINGS COULD EVENTUALLY LEAD TO NEW TREATMENTS THAT HELP PEOPLE LIVE LONGER, HEALTHIER LIVES. SCIENTIFIC BREAKTHROUGH MAY LIMIT DAMAGE CAUSED BY HEART ATTACKS. HEART ATTACKS DESTROY H |
| FORM 990, PART VI, LINE 11B | PROCESS USED BY MANAGEMENT AND/OR GOVERNING BODY TO REVIEW FORM 990 THE 990 IS PREPARED BY THE FINANCE DEPARTMENT. IT IS REVIEWED BY THE INSTITUTE'S TAX ADVISORS, SELECTED MEMBERS OF MANAGEMENT INCLUDING THE CHIEF FINANCIAL OFFICER AND THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES AND PROVIDED TO MEMBERS OF THE BOARD PRIOR TO FILING. |
| FORM 990, PART VI, LINE 12C | DESCR OF PROCESS TO MONITOR TRANSACTIONS FOR CONFLICT OF INTEREST CONFLICT OF INTEREST STATEMENTS ARE GIVEN TO MANAGEMENT STAFF AND PRINCIPAL INVESTIGATORS ON A PERIODIC BASIS TO REPORT ON CONFLICTS OR LACK OF CONFLICTS. THE STATEMENTS ARE REVIEWED ANNUALLY BY THE SENIOR DIRECTOR, INTELLECTUAL PROPERTY AND THE SENIOR DIRECTOR, SPONSORED RESEARCH, WITH A SUMMARY OF THE REVIEW PROVIDED TO THE CFO. AN ASSESSMENT IS MADE AS TO WHETHER A CONFLICT CAN BE MANAGED BY THE EXISTING DEPARTMENTS AND PRACTICES. CONFLICTS ARE BROUGHT TO THE BOARD OF TRUSTEES ON AN AS NEEDED BASIS. CONFLICTS AND POTENTIAL CONFLICTS THAT INVOLVE THE CEO OR THE PRESIDENT ARE BROUGHT TO THE BOARD OF TRUSTEES TO ADDRESS ANY ACTUAL OR POTENTIAL POSSIBILITY THAT THE DESIGNATED REVIEWERS (I.E., SENIOR DIRECTOR, INTELLECTUAL PROPERTY AND THE SENIOR DIRECTOR, SPONSORED RESEARCH, AND THE CFO) COULD BE PRESSURED TO MAKE BIASED DECISIONS IN MANAGING CONFLICTS INVOLVING THE CEO OR PRESIDENT. AS TO RESTRICTIONS IMPOSED: THE INSTITUTE WILL EMPLOY THE MECHANISM THAT IS THE BEST FIT WITH THE FACTS AND CIRCUMSTANCES OF ANY IDENTIFIED CONFLICT OF INTEREST. METHODS TO MANAGE POTENTIAL CONFLICTS/ENFORCEMENT MECHANISM: REVIEWING MANAGEMENT IS RESPONSIBLE FOR MANAGING, REDUCING, OR ELIMINATING REAL OR POTENTIAL CONFLICTS OF INTEREST. EXAMPLES OF CONDITIONS OR RESTRICTIONS THAT MIGHT BE IMPOSED TO MANAGE, REDUCE, OR ELIMINATE CONFLICTS OF INTERESTS INCLUDE: -PUBLIC DISCLOSURE OF SIGNIFICANT FINANCIAL INTERESTS -MONITORING OF RESEARCH BY INDEPENDENT REVIEWERS -MODIFICATION OF THE RESEARCH PLAN -DISQUALIFICATION FROM PARTICIPATION IN THE PORTION OF FUNDED RESEARCH THAT COULD BE AFFECTED BY SIGNIFICANT FINANCIAL INTEREST -DIVESTITURE OF SIGNIFICANT FINANCIAL INTERESTS -SEVERANCE OF RELATIONSHIPS THAT CREATE ACTUAL OR POTENTIAL CONFLICTS -REVIEW OF COMMERCIAL SPONSORED RESEARCH AGREEMENTS FOR SCIENTIFIC MERIT BY THE PROGRAM PLANNING COMMITTEE -REMOVAL OF AN AFFECTED PARTY FROM NEGOTIATION WITH A COMPANY WITH WHICH HE/SHE HAS SIGNIFICANT FINANCIAL INTEREST. |
| FORM 990, PART VI, LINE 15A & 15B | PROCESS FOR DETERMINING COMPENSATION COMPENSATION FOR THE CEO, THE PRESIDENT, CHIEF FINANCIAL OFFICER, AND OTHER KEY EMPLOYEES IS ESTABLISHED ACCORDING TO INSTITUTE POLICIES WHICH ARE DESIGNED TO MEET THE IRS STANDARD FOR "REBUTTABLE PRESUMPTION OF REASONABLENESS". THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES, CONSISTING OF FOUR INDEPENDENT TRUSTEES, REVIEWS COMPARABILITY DATA PROVIDED BY AN INDEPENDENT EXTERNAL CONSULTANT THAT INCORPORATES AND EVALUATES INSTITUTE DATA AND THAT OF COMPARABLE ORGANIZATIONS AND MARKETS FROM WHICH THE INSTITUTE DRAWS ITS EXECUTIVE TALENT. UTILIZING THIS INFORMATION, THE COMPENSATION COMMITTEE, WHICH TYPICALLY SEEKS TO ESTABLISH COMPENSATION BETWEEN THE 50TH AND THE 75TH PERCENTILE OF THE COMPARABILITY DATA, MAKES A DETERMINATION WHETHER THE PROPOSED COMPENSATION IS REASONABLE. THE COMPENSATION COMMITTEE HAS BEEN DELEGATED AUTHORITY BY THE BOARD OF TRUSTEES TO REVIEW AND APPROVE COMPENSATION OF ALL POSITIONS EXCEPT FOR THE CEO. THE CEOS COMPENSATION PACKAGE IS REVIEWED AND APPROVED INITIALLY BY THE COMPENSATION COMMITTEE AND THEN GOES TO THE EXECUTIVE COMMITTEE FOR FINAL APPROVAL. THE COMPENSATION COMMITTEE CONTEMPORANEOUSLY AND ADEQUATELY DOCUMENTS THE BASIS FOR ITS DETERMINATION AND RECOMMENDATION TO THE EXECUTIVE COMMITTEE. IF APPROVED BY THE EXECUTIVE COMMITTEE, THE CEO COMPENSATION PACKAGE IS THEN IMPLEMENTED AND SUCH DOCUMENTATION IS KEPT IN THE WRITTEN AND ELECTRONIC RECORDS OF THE BOARD OF TRUSTEES. THE PROCESS WAS LAST COMPLETED ON MAY 25, 2016 FOR THE FOLLOWING POSITIONS: 1) CEO 2) PRESIDENT 3) CFO 4) SVP HUMAN RESOURCES 5) VP STRATEGIC ALLIANCE 6) SVP DRUG DISCOVERY & DEVELOPMENT 7) SCIENTIFC DIRECTOR/PROFESSOR 8) CENTER DIRECTOR, LA JOLLA PROFESSOR 9) INFECTIOUS & INFLAMMATORY DISEASE CENTER DIRECTOR/PROFESSOR |
| FORM 990, PART VI, LINE 19 | PROCESS FOR MAKING DOCUMENTS AVAILABLE TO THE PUBLIC DOCUMENTS ARE 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 | FL MED DISCOVERY INSTITUTE AT LAKE NONA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10901 N TORREY PINES ROAD | AddressLine1Txt |
| City | LA JOLLA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92037 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 474997825 | EIN |
| Primary Activities | RESEARCH | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 7 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SBPMDI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |