ACCESS TO ADVANCED HEALTH INSTITUTE: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ACCESS TO ADVANCED HEALTH INSTITUTE (EIN 91-1608978)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-14
- IRS object ID
- 202543189349313689
- Schema version
- 2024v5.0
- Note
- A later return for the same period supersedes this one.
- 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 J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-14T17:23:30-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 264150644 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ESCALON | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2345 YALE1ST ST FL | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94306 | 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 | 911608978 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ACCESS TO ADVANCED HEALTH INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ACCE | BusinessNameControlTxt |
| Phone | 2063810883 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 5TH AVE N | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98109 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JERRY KUO | PersonNm |
| Person Title | CFOO, V.P. & TREASUR | PersonTitleTxt |
| Phone | 2063810883 | PhoneNum |
| Signature | 2025-11-15 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ESTHER CHANG AN | PreparerPersonNm |
| PTIN | P01785250 | PTIN |
| Phone | 4152343437 | PhoneNum |
| Preparation | 2025-11-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | JERRY KUO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5540 CANFIELD PLACE NORTH | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $18,401,417 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.AAHI.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1993 | FormationYr |
| Legal Domicile State | WA | LegalDomicileStateCd |
| Activity Or Mission | DEVELOP VACCINES, ADJUVANTS, DIAGNOSTICS & DRUGS TO PREVENT, DETECT & TREAT INFECTIOUS DISEASES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 5 | VotingMembersIndependentCnt |
| Total Employee | 90 | TotalEmployeeCnt |
| Total Volunteers | 6 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $11,574,469 | PYContributionsGrantsAmt |
| CY Contributions Grants | $12,565,690 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $10,631,521 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,362,466 | CYProgramServiceRevenueAmt |
| PY Investment Income | $345,516 | PYInvestmentIncomeAmt |
| CY Investment Income | $308,265 | CYInvestmentIncomeAmt |
| PY Other Revenue | $224,869 | PYOtherRevenueAmt |
| CY Other Revenue | $1,164,996 | CYOtherRevenueAmt |
| PY Total Revenue | $22,776,375 | PYTotalRevenueAmt |
| CY Total Revenue | $18,401,417 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $11,489,626 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $11,280,651 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $12,326,239 | PYOtherExpensesAmt |
| CY Other Expenses | $24,446,905 | CYOtherExpensesAmt |
| PY Total Expenses | $23,815,865 | PYTotalExpensesAmt |
| CY Total Expenses | $35,727,556 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,039,490 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$17,326,139 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $39,831,178 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,423,547 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $14,794,761 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $12,708,130 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $25,036,417 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $7,715,417 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | AAHI IS A NONPROFIT BIOTECH RESEARCH INSTITUTE, BRINGING TOGETHER THE BEST EXPERTS, TECHNOLOGIES, AND PLATFORMS TO CREATE ACCESSIBLE, HIGH-QUALITY PRODUCTS AND SOLUTIONS FOR HARNESSING THE IMMUNE SYSTEM TO ALLEVIATE DISEASE. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Desc | FORMULATIONS - ADJUVANTS ARE POWERFUL IMMUNE-STIMULATING MOLECULES THAT INCREASE THE EFFICACY OF VACCINES AND ENHANCE THE IMMUNE SYSTEM'S ABILITY TO DESTROY TUMORS. AAHI HAS AMONG THE LARGEST PORTFOLIOS OF ADJUVANTS; IMPORTANTLY, AAHI SCIENTISTS FORMULATE THESE MOLECULES IN A WAY THAT MAKES THEM MINIMALLY TOXIC AND MAXIMALLY POTENT. IN PARTNERSHIP WITH VACCINE DEVELOPERS ACROSS THE WORLD, MANY AAHI ADJUVANT FORMULATIONS HAVE BEEN SAFELY ADMINISTERED TO THOUSANDS OF PEOPLE IN RIGOROUS CLINICAL TRIALS. AAHI'S ADJUVANT FORMULATIONS NOW ARE IN LEADING VACCINE CANDIDATES AGAINST HIV, TUBERCULOSIS, MALARIA, AND A MYRIAD OF OTHER INFECTIOUS DISEASES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MANUFACTURING AND CLINICAL SUPPORT - AAHI'S IN-HOUSE MANUFACTURING CAPABILITIES SUPPORT RAPID SCALE-UP AND PRODUCTION OF VACCINES FOR USE IN PHASE 1 AND PHASE 2 CLINICAL TRIALS AND COMPLETE AAHIS'S UNIQUE VACCINE DISCOVERY-DEVELOPMENT PROCESS. AAHI'S RESEARCH SCIENTISTS AND FORMULATIONS/PROCESS DEVELOPMENT TEAMS WORK WITH AAHI'S MANUFACTURING EXPERTS TO DEVELOP MANUFACTURING PROCESSES TO PRODUCE VACCINE CANDIDATES UNDER CONTROLLED CONDITIONS SO THAT THEY ARE SUITABLE FOR USE IN HUMAN STUDIES. THIS ENABLES AAHI TO QUICKLY AND EFFICIENTLY MOVE A VACCINE FROM LATE-STAGE RESEARCH TO EARLY PHASE CLINICAL STUDIES. AAHI CONSULTS LATER STAGE CLINICAL STUDIES. AAHI'S MANUFACTURING SUITE FOLLOWS US FDA "GOOD MANUFACTURING PRACTICE" REGULATIONS AND IS AN INVALUABLE RESOURCE TO AAHI SCIENTISTS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RNA VACCINES - RNA VACCINES HAVE BEEN SHOWN TO BE CRITICAL TOOLS FOR COMBATTING PANDEMICS AND HAVE BEEN SAFELY ADMINISTERED TO BILLIONS OF PEOPLE ACROSS THE GLOBE. AAHI'S RNA VACCINE PLATFORM IS DISTINCT FROM EXISTING LICENSED RNA VACCINES IN THAT IT IS BASED ON A SELF-AMPLIFYING RNA TECHNOLOGY AND DELIVERED BY A FLEXIBLE NANOSTRUCTURED LIPID CARRIER. TOGETHER, THESE FEATURES MEAN THAT THE VACCINE COULD BE STOCKPILED FOR YEARS, DELIVERED AT ROOM TEMPERATURE, AND MORE RAPIDLY MANUFACTURED TO ADDRESS FUTURE PANDEMICS. AAHI SCIENTISTS ARE ADVANCING RNA VACCINES AGAINST COVID-19, INFLUENZA, YELLOW FEVER, ZIKA, CHIKUNGUNYA, AND HIV, AND ADAPTING THE PLATFORM TO BE DELIVERED BY NASAL SPRAY OR DIRECTLY ADMINISTERED INTO TUMORS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $12,812,553 | ExpenseAmt |
| Desc | PROCESS AND PRODUCT DEVELOPMENT - MODERN VACCINES ARE INCREASINGLY COMPLEX AND THEIR DESIGN NEEDS TO BE TAILORED TO SPECIFIC TARGET PRODUCT PROFILES TO ENSURE PRACTICAL ACCESSIBILITY. SUSTAINABLE SOURCING OF RAW MATERIALS, STREAMLINED MANUFACTURING METHODS, AND TEMPERATURE STABILITY ARE CRITICALLY IMPORTANT TO ENABLE VACCINES FOR GLOBAL HEALTH APPLICATIONS IN RESOURCE-LIMITED SETTINGS. ALTERNATIVE ROUTES OF ADMINISTRATION, SUCH AS INTRANASAL DELIVERY, NOT ONLY MAY BEST BE SUITED TO FIGHT RESPIRATORY PATHOGENS BUT ALSO HELP TO ADDRESS VACCINE HESITANCY AND TO INCREASE VACCINE UPTAKE. AAHI SCIENTISTS ARE WORLD-EXPERTS AT DEVELOPING PROCESSES AND METHODS TO ADVANCE NOVEL PRODUCTS THAT MEET THE NEEDS OF VACCINE DEVELOPERS BOTH WITHIN AAHI AND EXTERNALLY AMONG THE DOZENS OF ACADEMIC, NON-PROFIT, AND COMMERCIAL PARTNERS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $12,812,553 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $12,812,553 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | 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 | false | 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 | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (true) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 29 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | false | BackupWthldComplianceInd |
| Employee | 90 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 5 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | 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 | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | false | ConflictOfInterestPolicyInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUZAN SNODGRASS | PersonNm |
| Phone | 2063810883 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5928 39TH AVE SW | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98136 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (29 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| CANDICE DECAIRE | ||||||||
| CHIEF STRATE | 40.00 | Yes (X) | $634,562 | $0 | $0 | |||
| COREY CASPER | ||||||||
| CEO, PRESIDE | 40.00 | Yes (X) | $516,143 | $0 | $0 | Yes (X) | ||
| JERRY KUO | ||||||||
| CFOO, V.P. & | 40.00 | Yes (X) | $396,150 | $0 | $0 | |||
| ANNA MARIE BECKMANN | ||||||||
| EVP, PRODUCT | 40.00 | $299,448 | $0 | $0 | Yes (X) | |||
| CHRISTOPHER FOX | ||||||||
| SENIOR VP OF | 32.00 | $263,666 | $0 | $0 | Yes (X) | |||
| LINDA HAWKINS | ||||||||
| SENIOR DR. Q | 40.00 | $246,193 | $0 | $0 | Yes (X) | |||
| ROBRICK SMITH | ||||||||
| DIRECTOR, IN | 40.00 | $215,046 | $0 | $0 | Yes (X) | |||
| SUZAN SNODGRASS | ||||||||
| DIR. FINANCE | 40.00 | $200,054 | $0 | $0 | Yes (X) | |||
| ANDREW JOHNSON | ||||||||
| ASS. DIRECTO | 40.00 | $196,251 | $0 | $0 | Yes (X) | |||
| DARREN KLEMKOW | ||||||||
| DR. FACILITI | 40.00 | $184,366 | $0 | $0 | Yes (X) | |||
| EMILY VOIGT | ||||||||
| DR. RNA PROG | 40.00 | $178,112 | $0 | $0 | Yes (X) | |||
| LISA MCNEILL | ||||||||
| DR. MANUFACT | 36.00 | $175,014 | $0 | $0 | Yes (X) | |||
| ZACHARY SAGAWA | ||||||||
| DR. CLINICAL | 40.00 | $173,128 | $0 | $0 | Yes (X) | |||
| LISA BOUCHARD | ||||||||
| DR. QUALITY | 40.00 | $170,166 | $0 | $0 | Yes (X) | |||
| JEFFERY GUDERIAN | ||||||||
| DR. LABORATO | 40.00 | $166,204 | $0 | $0 | Yes (X) | |||
| DAMON PANG | ||||||||
| SENIOR CORPO | 40.00 | $148,533 | $0 | $0 | Yes (X) | |||
| RAOUL CONCEPCION | ||||||||
| BOARD MEMBER | 0.50 | $54,849 | $0 | $0 | Yes (X) | |||
| KEELEY FOLEY | ||||||||
| CHIEF EXICUT | 40.00 | Yes (X) | $10,461 | $0 | $0 | |||
| EDWARD HSU | ||||||||
| BOARD MEMBER | 0.50 | $760 | $0 | $0 | Yes (X) | |||
| ROBERT APPELBAUM | ||||||||
| DIRECTOR | 40.00 | $0 | $0 | $0 | Yes (X) | |||
| LINDA GAIL BEKKER | ||||||||
| DIRECTOR | 40.00 | $0 | $0 | $0 | Yes (X) | |||
| CARLOS CORDON - CARDO | ||||||||
| DIRECTOR | 40.00 | $0 | $0 | $0 | Yes (X) | |||
| GLENDA GRAY | ||||||||
| BORAD MEMBER | 0.50 | $0 | $0 | $0 | Yes (X) | |||
| HARNIK GULATI | ||||||||
| DIRECTOR PJT | 40.00 | $0 | $0 | $0 | Yes (X) | |||
| DAVID KERR | ||||||||
| BOARD MEMBER | 0.50 | $0 | $0 | $0 | Yes (X) | |||
| ERIK LAURSEN | ||||||||
| DIRECTOR OF | 40.00 | $0 | $0 | $0 | Yes (X) | |||
| EDWARD MOCARSKI | ||||||||
| BOARD MEMBER | 0.50 | $0 | $0 | $0 | Yes (X) | |||
| PATRIC SOON-SHIONG | ||||||||
| BOARD CHAIR | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| NEIL O'CONNER | ||||||||
| CFO & COO | 40.00 | Yes (X) | $0 | $0 | $0 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,229,106 | TotalReportableCompFromOrgAmt |
| Indiv Rcvd Greater Than100 K | 16 | 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 | Address Line2ContractorAddress/USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| UNIVERSITY OF CALIFORNIA | ||||||
| PO BOX 741816 | LOS ANGELES | CA | 90074 | SUB-CONTRACTORS | $320,902 | |
| COLORADO STATE UNIVERSITY | ||||||
| FORT COLLINS | FORT COLLINS | CO | 80523 | SUB-CONTRACTORS | $256,087 | |
| REINHARD VEHRING | ||||||
| 25 WILLOW STREET | READING | MA | 01867 | CONSULTING | $225,108 | |
| EMORY UNIVERSITY | ||||||
| 1599 CLIFTON ROAD NE | ATLANTA | GA | 30322 | SUB-CONTRACTORS | $188,631 | 4TH FLOOR |
| UTMB AT GALVESTON OSP DEPT 750 | ||||||
| PO BOX 660120 | DALLAS | TX | 75266 | SUB-CONTRACTORS | $141,042 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $12,565,690 | AllOtherContributionsAmt |
| Total Contributions | $12,565,690 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| LICENSING | $1,618,950 | $1,618,950 |
| REVENUE GMP PRODUCTS | $989,937 | $989,937 |
| NON FEDERAL CONTRACTS | $927,900 | $927,900 |
| CONSULTING & SERVICES REVENUE | $493,051 | $493,051 |
| REVENUE R&D MATERIALS | $330,607 | $330,607 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,021 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,021 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,362,466 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $308,265 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $308,265 | RelatedOrExemptFuncIncomeAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $105,866 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $105,866 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| RENTAL INCOME | $631,069 | $631,069 |
| OTHER REVENUE | $430,215 | $430,215 |
| REALIZED GAIN/LOSS | $300 | $300 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$2,454 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$2,454 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,059,130 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,401,417 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,835,727 | RelatedOrExemptFuncIncomeAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,529,816 | TotalAmt |
| Program Services | $5,950,727 | ProgramServicesAmt |
| Management And General | $4,579,089 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,585 | TotalAmt |
| Management And General | $33,585 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $717,250 | TotalAmt |
| Management And General | $717,250 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,877,755 | TotalAmt |
| Program Services | $1,786,343 | ProgramServicesAmt |
| Management And General | $3,091,412 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $298 | TotalAmt |
| Management And General | $298 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,578 | TotalAmt |
| Program Services | $12,719 | ProgramServicesAmt |
| Management And General | $65,859 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,351 | TotalAmt |
| Program Services | $340 | ProgramServicesAmt |
| Management And General | $50,011 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,486,225 | TotalAmt |
| Program Services | $599,002 | ProgramServicesAmt |
| Management And General | $887,223 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,116,567 | TotalAmt |
| Management And General | $1,116,567 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| BAD DEBTS EXPENSES | $8,504,574 | $108 | $8,504,466 |
| RENT | $2,656,835 | $2,656,835 | |
| LOSS ON ABANDONMENT OF | $1,198,217 | $1,198,217 | |
| LAB SUPPLIES | $1,077,543 | $1,077,543 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,399,962 | TotalAmt |
| Program Services | $3,385,771 | ProgramServicesAmt |
| Management And General | $14,191 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,727,556 | TotalAmt |
| Program Services | $12,812,553 | ProgramServicesAmt |
| Management And General | $22,915,003 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,910,935 | BOYAmt |
| EOY | $3,388,317 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,634,175 | BOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,000,000 | BOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,252,663 | BOYAmt |
| EOY | $5,931,507 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $23,493 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $554,982 | BOYAmt |
| EOY | $719,340 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $649,750 | BOYAmt |
| EOY | $638,083 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $22,292,310 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $17,908,713 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,881,470 | BOYAmt |
| EOY | $4,383,597 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,025,031 | BOYAmt |
| EOY | $959,957 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,922,172 | BOYAmt |
| EOY | $4,379,253 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,831,178 | BOYAmt |
| EOY | $20,423,547 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,740,093 | BOYAmt |
| EOY | $2,271,356 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,311,721 | BOYAmt |
| EOY | $1,283,796 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,742,947 | BOYAmt |
| EOY | $9,152,978 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,794,761 | BOYAmt |
| EOY | $12,708,130 | 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 | $17,036,417 | BOYAmt |
| EOY | -$284,583 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,000,000 | BOYAmt |
| EOY | $8,000,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,036,417 | BOYAmt |
| EOY | $7,715,417 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,831,178 | BOYAmt |
| EOY | $20,423,547 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$17,326,139 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $5,139 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | false | 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 | $3,584,439 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,701,932 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $33,420,108 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,574,469 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,565,690 | CurrentTaxYearAmt |
| Total | $67,846,638 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,584,439 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,701,932 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $33,420,108 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,574,469 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,565,690 | CurrentTaxYearAmt |
| Total | $67,846,638 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $67,846,638 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $532 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $622,450 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $833,118 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,131,815 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $308,265 | CurrentTaxYearAmt |
| Total | $2,896,180 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $12,382 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,171 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,291 | CurrentTaxYearMinus1YearAmt |
| Total | $39,844 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $193,881 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,587,477 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $121,629 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,940 | CurrentTaxYearMinus1YearAmt |
| Total | $5,910,927 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $76,693,589 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $5,835,727 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.88460 | PublicSupportCY170Pct |
| Public Support PY170 | 0.55050 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINE 10 | FormAndLineReferenceDesc |
| Explanation | 5,910,927 | ExplanationTxt |
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
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,377,971 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,922,923 | DepreciationAmt |
| Book Value | $2,455,048 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,914,339 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,985,790 | DepreciationAmt |
| Book Value | $1,928,549 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,383,597 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $4,379,253 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $4,379,253 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $9,152,978 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $9,152,978 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $18,401,417 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $18,401,417 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $18,401,417 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $35,727,556 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $35,727,556 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $35,727,556 | TotalExpensesPerForm990Amt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (14 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|
| BHARAT BIOTECH INTERNATIONAL LTD. | N/A | N/A | $5,400 |
| CELLERON THERAPEUTICS LTD | N/A | N/A | $28,000 |
| EUROPEAN VACCINE INITIATIVE | N/A | N/A | $4,083 |
| EVAXION BIOTECH APS | N/A | N/A | $1,800 |
| JANSSEN VACCINES & PREVENTION B.V. | N/A | N/A | $259,462 |
| PATTERN PHARMA INC | N/A | N/A | $1,500 |
| QURATIS, INC | N/A | N/A | $1,141,450 |
| SK BIOSCIENCE | N/A | N/A | $76,778 |
| THE SOUTH AFRICAN MEDICAL RESEARCH COUNC | N/A | N/A | $67,700 |
| UKGOF | N/A | N/A | $4 |
| UKOGF FOUNDATION | N/A | N/A | $7 |
| UNIVERSITY OF ALBERTA-C | N/A | N/A | $2,400 |
| UNIVERSITY OF VICTORIA | N/A | N/A | $3,000 |
| VALNEVA AUSTRIA GMBH | N/A | N/A | $163,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $1,755,084 | SubtotalSpentAmt |
| Total Spent | $1,755,084 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE F, PAGE 1, PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | BHARAT BIOTECH INTERNATIONAL LTD. 5,400 0 CELLERON THERAPEUTICS LTD 28,000 0 EUROPEAN VACCINE INITIATIVE 4,083 0 EVAXION BIOTECH APS 1,800 0 JANSSEN VACCINES & PREVENTION B.V. 259,462 0 PATTERN PHARMA INC 1,500 0 QURATIS, INC 1,141,450 0 SK BIOSCIENCE 76,778 0 THE SOUTH AFRICAN MEDICAL RESEARCH COUNC 67,700 0 UKGOF 4 0 UKOGF FOUNDATION 7 0 UNIVERSITY OF ALBERTA-C 2,400 0 UNIVERSITY OF VICTORIA 3,000 0 VALNEVA AUSTRIA GMBH 163,500 0 | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (15 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|
| CANDICE DECAIRE | ||
| CHIEF STRATEGY OFFIC | $634,562 | $634,562 |
| COREY CASPER | ||
| CEO, PRESIDENT | $516,143 | $516,143 |
| JERRY KUO | ||
| CFOO, V.P. & TREASUR | $396,150 | $396,150 |
| ANNA MARIE BECKMANN | ||
| EVP, PRODUCT DEVLOPM | $299,448 | $299,448 |
| CHRISTOPHER FOX | ||
| SENIOR VP OF FORMULA | $263,666 | $263,666 |
| LINDA HAWKINS | ||
| SENIOR DR. QUALITY | $246,193 | $246,193 |
| ROBRICK SMITH | ||
| DIRECTOR, INFOR. TEC | $215,046 | $215,046 |
| SUZAN SNODGRASS | ||
| DIR. FINANCE | $200,054 | $200,054 |
| ANDREW JOHNSON | ||
| ASS. DIRECTOR PRO. M | $196,251 | $196,251 |
| DARREN KLEMKOW | ||
| DR. FACILITIES & PRO | $184,366 | $184,366 |
| EMILY VOIGT | ||
| DR. RNA PROGRAMME | $178,112 | $178,112 |
| LISA MCNEILL | ||
| DR. MANUFACTURING | $175,014 | $175,014 |
| ZACHARY SAGAWA | ||
| DR. CLINICAL RESEARC | $173,128 | $173,128 |
| LISA BOUCHARD | ||
| DR. QUALITY CONTROL | $170,166 | $170,166 |
| JEFFERY GUDERIAN | ||
| DR. LABORATORY MANAG | $166,204 | $166,204 |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | IMMUNITY BIO | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | BOARD MEMBER | RelationshipDescriptionTxt |
| Transaction | $10,000 | TransactionAmt |
| Transaction | ANNUAL LICE | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE L, PART V | FormAndLineReferenceDesc |
| Explanation | SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: (A) NAME OF PERSON: IMMUNITY BIO (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: BOARD MEMBER >35% OWNER OF THE ORGANIZATION (C) AMOUNT OF TRANSACTION 6,574,703. (D) DESCRIPTION OF TRANSACTION: ANNUAL LICENSING AGREEMENT, CONTRACT SERVICES, PRODUCT & MATERIALS PROCEEDS (E) SHARING OF ORGANIZATION REVENUES? = NO | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | AAHI IS A NONPROFIT BIOTECH RESEARCH INSTITUTE, BRINGING TOGETHER THE BEST EXPERTS, TECHNOLOGIES, AND PLATFORMS TO CREATE ACCESSIBLE, HIGH-QUALITY PRODUCTS AND SOLUTIONS FOR HARNESSING THE IMMUNE SYSTEM TO ALLEVIATE DISEASE. |
| FORM 990, PAGE 2, PART III, LINE 4B | MANUFACTURING AND CLINICAL SUPPORT - AAHI'S IN-HOUSE MANUFACTURING CAPABILITIES SUPPORT RAPID SCALE-UP AND PRODUCTION OF VACCINES FOR USE IN PHASE 1 AND PHASE 2 CLINICAL TRIALS AND COMPLETE AAHIS'S UNIQUE VACCINE DISCOVERY-DEVELOPMENT PROCESS. AAHI'S RESEARCH SCIENTISTS AND FORMULATIONS/PROCESS DEVELOPMENT TEAMS WORK WITH AAHI'S MANUFACTURING EXPERTS TO DEVELOP MANUFACTURING PROCESSES TO PRODUCE VACCINE CANDIDATES UNDER CONTROLLED CONDITIONS SO THAT THEY ARE SUITABLE FOR USE IN HUMAN STUDIES. THIS ENABLES AAHI TO QUICKLY AND EFFICIENTLY MOVE A VACCINE FROM LATE-STAGE RESEARCH TO EARLY PHASE CLINICAL STUDIES. AAHI CONSULTS LATER STAGE CLINICAL STUDIES. AAHI'S MANUFACTURING SUITE FOLLOWS US FDA "GOOD MANUFACTURING PRACTICE" REGULATIONS AND IS AN INVALUABLE RESOURCE TO AAHI SCIENTISTS. |
| FORM 990, PAGE 2, PART III, LINE 4D | PROCESS AND PRODUCT DEVELOPMENT - MODERN VACCINES ARE INCREASINGLY COMPLEX AND THEIR DESIGN NEEDS TO BE TAILORED TO SPECIFIC TARGET PRODUCT PROFILES TO ENSURE PRACTICAL ACCESSIBILITY. SUSTAINABLE SOURCING OF RAW MATERIALS, STREAMLINED MANUFACTURING METHODS, AND TEMPERATURE STABILITY ARE CRITICALLY IMPORTANT TO ENABLE VACCINES FOR GLOBAL HEALTH APPLICATIONS IN RESOURCE-LIMITED SETTINGS. ALTERNATIVE ROUTES OF ADMINISTRATION, SUCH AS INTRANASAL DELIVERY, NOT ONLY MAY BEST BE SUITED TO FIGHT RESPIRATORY PATHOGENS BUT ALSO HELP TO ADDRESS VACCINE HESITANCY AND TO INCREASE VACCINE UPTAKE. AAHI SCIENTISTS ARE WORLD-EXPERTS AT DEVELOPING PROCESSES AND METHODS TO ADVANCE NOVEL PRODUCTS THAT MEET THE NEEDS OF VACCINE DEVELOPERS BOTH WITHIN AAHI AND EXTERNALLY AMONG THE DOZENS OF ACADEMIC, NON-PROFIT, AND COMMERCIAL PARTNERS. |
| FORM 990, PAGE 6, PART VI, LINE 2 | IMMUNITY BIO IMMUNITY BIO BOARD MEMBER BOARD MEMBER BOARD MEMBER |
| FORM 990, PAGE 6, PART VI, LINE 11B | NO REVIEW WAS OR WILL BE CONDUCTED. |
| FORM 990, PAGE 6, PART VI, LINE 19 | NO DOCUMENTS AVAILABLE TO THE PUBLIC |
| FORM 990, PART XI, LINE 9 | OTHER INCREASE 5,139 |
| FORM 990, PAGE 12, PART XII, LINE 3B | NO |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TIGER DEVELOPMENT LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3800 N CENTRAL AVE 460 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | PATENT HOL | PrimaryActivitiesTxt |
| Legal Domicile State | AZ | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ACCESS TO | BusinessNameLine1Txt |
| Business Name Line2 | ACCESS TO ADVANCED HEALTH INSTITUE | BusinessNameLine2Txt |