VAN ANDEL RESEARCH INSTITUTE: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- VAN ANDEL RESEARCH INSTITUTE (EIN 52-2000823)
- Tax period
- 2014-12-01 to 2015-11-30
- Filed
- 2016-10-14
- IRS object ID
- 201612889349300146
- Schema version
- 2014v6.0
- 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 I
- Schedule J
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-10-14T12:56:29-05:00 | ReturnTs |
| Tax Period End | 2015-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 RENAISSANCE CENTER STE 3900 | AddressLine1Txt |
| City | DETROIT | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48243 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522000823 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VAN ANDEL RESEARCH INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VANA | BusinessNameControlTxt |
| Phone | 6162345000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 BOSTWICK AVENUE NE | AddressLine1Txt |
| City | GRAND RAPIDS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49503 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIMOTHY J MYERS | PersonNm |
| Person Title | VICE PRESIDENT & CFO | PersonTitleTxt |
| Phone | 6162345368 | PhoneNum |
| Signature | 2016-10-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANNE FULTON | PreparerPersonNm |
| PTIN | P00941863 | PTIN |
| Phone | 3133963000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | TIMOTHY J MYERS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 BOSTWICK AVENUE NE | AddressLine1Txt |
| City | GRAND RAPIDS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49503 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $72,413,434 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.VAI.ORG | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1996 | FormationYr |
| Legal Domicile State | MI | LegalDomicileStateCd |
| Activity Or Mission | MEDICAL RESEARCH ORGANIZATION | ActivityOrMissionDesc |
| Voting Members Governing Body | 4 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 2 | VotingMembersIndependentCnt |
| Total Employee | 399 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $112,851 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $29,059 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $67,009,142 | PYContributionsGrantsAmt |
| CY Contributions Grants | $56,036,129 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,460,533 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,466,232 | CYProgramServiceRevenueAmt |
| PY Investment Income | $260,434 | PYInvestmentIncomeAmt |
| CY Investment Income | $456,048 | CYInvestmentIncomeAmt |
| PY Other Revenue | $6,325,873 | PYOtherRevenueAmt |
| CY Other Revenue | $7,489,858 | CYOtherRevenueAmt |
| PY Total Revenue | $75,055,982 | PYTotalRevenueAmt |
| CY Total Revenue | $65,448,267 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $201,907 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $764,340 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $29,232,885 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $32,131,259 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,066,552 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $37,139,975 | PYOtherExpensesAmt |
| CY Other Expenses | $36,245,067 | CYOtherExpensesAmt |
| PY Total Expenses | $66,574,767 | PYTotalExpensesAmt |
| CY Total Expenses | $69,140,666 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $8,481,215 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$3,692,399 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $251,725,432 | TotalAssetsBOYAmt |
| Total Assets EOY | $250,842,142 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $327,697,622 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $338,375,403 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$75,972,190 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$87,533,261 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | MEDICAL RESEARCH ORGANIZATION VAN ANDEL RESEARCH INSTITUTE IS AN INDEPENDENT BIOMEDICAL RESEARCH ORGANIZATION COMMITTED TO IMPROVING THE HEALTH AND ENHANCING THE LIVES OF CURRENT AND FUTURE GENERATIONS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $10,257,392 | ExpenseAmt |
| Grant | $237,942 | GrantAmt |
| Revenue | $901,159 | RevenueAmt |
| Desc | CENTER FOR CANCER AND CELL BIOLOGY SCHEDULE O PROVIDES FURTHER INFORMATION REGARDING THIS PROGRAM'S ACCOMPLISHMENTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,153,116 | ExpenseAmt |
| Grant | $520,190 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | CENTER FOR EPIGENETICSSCHEDULE O PROVIDES FURTHER INFORMATION REGARDING THIS PROGRAM'S ACCOMPLISHMENTS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,180,425 | ExpenseAmt |
| Grant | $6,208 | GrantAmt |
| Revenue | $192,143 | RevenueAmt |
| Desc | CENTER FOR NEURODEGENERATIVE SCIENCESEE SCHEDULE O FOR FURTHER INFORMATION ABOUT THIS PROGRAM'S ACCOMPLISHMENTS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $26,043,187 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $372,930 | RevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $26,043,187 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $372,930 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $46,634,120 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 117 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 399 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 4 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 2 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TIMOTHY J MYERS VICE PRESIDENT & CFO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6162345368 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 BOSTWICK AVENUE NE | AddressLine1Txt |
| City | GRAND RAPIDS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 495032518 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| DAVID VAN ANDEL | |||||||||
| CHAIRMAN / CEO | 36.00 | 17.00 | Yes (X) | Yes (X) | $445,515 | $0 | $136,845 | ||
| DR GEORGE VANDE WOUDE | |||||||||
| TRUSTEE/ INVESTIGATOR | 45.00 | 0.00 | Yes (X) | $302,486 | $0 | $27,326 | |||
| DR JAMES FAHNER | |||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $10,000 | $2,000 | $0 | |||
| DR RALPH WEICHSELBAUM | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $9,000 | $0 | $0 | |||
| DR GARY TARPLEY DONE 10715 | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $10,000 | $0 | $0 | |||
| DR JANA HALL | |||||||||
| CHIEF OPERATIONS OFFICER | 50.00 | 3.00 | Yes (X) | $354,023 | $0 | $106,110 | |||
| DAVID WHITESCARVER | |||||||||
| SECRETARY/V.P. & CHIEF LEGAL OFFICER | 50.00 | 3.00 | Yes (X) | $372,187 | $0 | $105,189 | |||
| TIMOTHY MYERS | |||||||||
| V.P. & CHIEF FINANCIAL OFFICER | 50.00 | 3.00 | Yes (X) | $256,638 | $0 | $83,296 | |||
| DR PETER JONES START 21714 | |||||||||
| CHIEF SCIENTIFIC OFFICER & RES. DIR. | 53.00 | 0.00 | $432,331 | $0 | $194,171 | Yes (X) | |||
| KATHY VOGELSANG | |||||||||
| CHIEF INVESTMENT OFFICER | 45.00 | 0.00 | $410,046 | $0 | $216,167 | Yes (X) | |||
| DR PATRIK BRUNDIN | |||||||||
| VARI ASSOCIATE DIRECTOR OF RESEARCH | 45.00 | 0.00 | $502,889 | $0 | $99,267 | Yes (X) | |||
| DR GERALD CALLAHAN | |||||||||
| V.P., INNOVATIONS & COLLABORATIONS | 45.00 | 0.00 | $311,438 | $0 | $118,810 | Yes (X) | |||
| DR SCOTT JEWELL | |||||||||
| INVESTIGATOR | 45.00 | 0.00 | $354,571 | $0 | $60,446 | Yes (X) | |||
| DR H ERIC XU | |||||||||
| INVESTIGATOR | 45.00 | 0.00 | $308,932 | $0 | $50,718 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,080,056 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $2,000 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,198,345 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 60 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CLARIENT DIAGNOSTIC SERVICES | |||||
| PO BOX 748196 | LOS ANGELES | CA | 900748196 | SCIENTIFIC SERVICES | $560,280 |
| DK SECURITY INC | |||||
| 5160 FALCONVIEW AVE SE | KENTWOOD | MI | 49512 | SECURITY SERVICES | $390,529 |
| FEDERAL EXPRESS | |||||
| PO BOX 223125 | PITTSBURGH | PA | 152512125 | SHIPPING | $255,699 |
| BLUEWATER TECHNOLOGIES INC | |||||
| 24050 NORTHWESTERN HWY | SOUTHFIELD | MI | 48075 | AUDIO VISUAL SERVICES | $196,462 |
| HOGAN LOVELLS US LLP | |||||
| COLUMBIA SQUARE 555 THIRTEENTH ST | WASHINGTON | DC | 20004 | LEGAL / CONSULTING | $165,119 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 16 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $49,013 | FundraisingAmt |
| Related Organizations | $37,825,510 | RelatedOrganizationsAmt |
| Government Grants | $14,181,319 | GovernmentGrantsAmt |
| All Other Contributions | $3,980,287 | AllOtherContributionsAmt |
| Noncash Contributions | $19,286 | NoncashContributionsAmt |
| Total Contributions | $56,036,129 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RESEARCH BILLED REV | Desc |
| Business | 541700 | BusinessCd |
| Total Revenue Column | $1,466,232 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,353,381 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $112,851 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,466,232 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $388,556 | TotalRevenueColumnAmt |
| Exclusion | $388,556 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $624,474 | TotalRevenueColumnAmt |
| Exclusion | $624,474 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,505,857 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,400,515 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $105,342 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $105,342 | TotalRevenueColumnAmt |
| Exclusion | $105,342 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,453,960 | SecuritiesAmt |
| Other | $170,114 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,465,277 | SecuritiesAmt |
| Other | $91,305 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$11,317 | SecuritiesAmt |
| Other | $78,809 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $67,492 | TotalRevenueColumnAmt |
| Exclusion | $67,492 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $49,013 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $8,070 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$8,070 | TotalRevenueColumnAmt |
| Exclusion | -$8,070 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| ALLOCATED ADMIN. EXP. | 561000 | $6,458,393 | $6,458,393 |
| REIMBURSED EXPENSES | 900099 | $191,104 | $191,104 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $118,615 | TotalRevenueColumnAmt |
| Exclusion | $118,615 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $6,768,112 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $65,448,267 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,353,381 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $112,851 | UnrelatedBusinessRevenueAmt |
| Exclusion | $7,945,906 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $352,667 | TotalAmt |
| Program Services | $352,667 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $261,494 | TotalAmt |
| Program Services | $261,494 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150,179 | TotalAmt |
| Program Services | $150,179 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,686,112 | TotalAmt |
| Program Services | $1,061,907 | ProgramServicesAmt |
| Management And General | $1,624,205 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,149,989 | TotalAmt |
| Program Services | $13,725,800 | ProgramServicesAmt |
| Management And General | $8,657,351 | ManagementAndGeneralAmt |
| Fundraising | $766,838 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,683,543 | TotalAmt |
| Program Services | $1,007,752 | ProgramServicesAmt |
| Management And General | $631,268 | ManagementAndGeneralAmt |
| Fundraising | $44,523 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,014,640 | TotalAmt |
| Program Services | $1,804,565 | ProgramServicesAmt |
| Management And General | $1,130,924 | ManagementAndGeneralAmt |
| Fundraising | $79,151 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,596,975 | TotalAmt |
| Program Services | $955,987 | ProgramServicesAmt |
| Management And General | $599,763 | ManagementAndGeneralAmt |
| Fundraising | $41,225 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $444,805 | TotalAmt |
| Program Services | $47,991 | ProgramServicesAmt |
| Management And General | $396,814 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $128,300 | TotalAmt |
| Management And General | $128,300 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,500 | TotalAmt |
| Management And General | $45,500 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,839,850 | TotalAmt |
| Program Services | $2,331,875 | ProgramServicesAmt |
| Management And General | $499,790 | ManagementAndGeneralAmt |
| Fundraising | $8,185 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,002,668 | TotalAmt |
| Program Services | $81,114 | ProgramServicesAmt |
| Management And General | $843,854 | ManagementAndGeneralAmt |
| Fundraising | $77,700 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,687 | TotalAmt |
| Program Services | $55,224 | ProgramServicesAmt |
| Management And General | $43,130 | ManagementAndGeneralAmt |
| Fundraising | $333 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $257,773 | TotalAmt |
| Program Services | $119,336 | ProgramServicesAmt |
| Management And General | $133,361 | ManagementAndGeneralAmt |
| Fundraising | $5,076 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,224,334 | TotalAmt |
| Program Services | $1,971,415 | ProgramServicesAmt |
| Management And General | $251,199 | ManagementAndGeneralAmt |
| Fundraising | $1,720 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $761,554 | TotalAmt |
| Program Services | $389,266 | ProgramServicesAmt |
| Management And General | $358,539 | ManagementAndGeneralAmt |
| Fundraising | $13,749 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $263,443 | TotalAmt |
| Program Services | $209,003 | ProgramServicesAmt |
| Management And General | $54,440 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,630,838 | TotalAmt |
| Program Services | $7,180,473 | ProgramServicesAmt |
| Management And General | $1,450,365 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,304,114 | TotalAmt |
| Program Services | $7,999,395 | ProgramServicesAmt |
| Management And General | $1,304,719 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $471,162 | TotalAmt |
| Program Services | $286,218 | ProgramServicesAmt |
| Management And General | $184,944 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| LAB SUPPLIES & SERVICES | $3,636,360 | $3,614,210 | $22,150 | $0 |
| EQUIPMENT & SOFTWARE | $2,753,651 | $1,320,986 | $1,426,318 | $6,347 |
| BAD DEBT EXPENSE | $614,600 | $0 | $614,600 | $0 |
| ALLOCATED EXPENSES | $550,593 | $550,593 | $0 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,216,835 | TotalAmt |
| Program Services | $1,156,670 | ProgramServicesAmt |
| Management And General | $1,038,460 | ManagementAndGeneralAmt |
| Fundraising | $21,705 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,140,666 | TotalAmt |
| Program Services | $46,634,120 | ProgramServicesAmt |
| Management And General | $21,439,994 | ManagementAndGeneralAmt |
| Fundraising | $1,066,552 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,177,780 | BOYAmt |
| EOY | $9,808,077 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,575,159 | BOYAmt |
| EOY | $2,205,839 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,523,497 | BOYAmt |
| EOY | $2,855,772 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,657 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,555,278 | BOYAmt |
| EOY | $1,516,647 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,522,498 | BOYAmt |
| EOY | $1,460,528 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $272,522,203 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $83,690,445 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $193,472,540 | BOYAmt |
| EOY | $188,831,758 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,268,817 | BOYAmt |
| EOY | $1,154,264 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,620,206 | BOYAmt |
| EOY | $43,009,257 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $251,725,432 | BOYAmt |
| EOY | $250,842,142 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,640,472 | BOYAmt |
| EOY | $51,117,987 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,206,247 | BOYAmt |
| EOY | $1,092,693 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $220,000,000 | BOYAmt |
| EOY | $220,000,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,850,903 | BOYAmt |
| EOY | $66,164,723 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $327,697,622 | BOYAmt |
| EOY | $338,375,403 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$78,281,142 | BOYAmt |
| EOY | -$90,432,320 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,215,852 | BOYAmt |
| EOY | $2,794,926 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $93,100 | BOYAmt |
| EOY | $104,133 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$75,972,190 | BOYAmt |
| EOY | -$87,533,261 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $251,725,432 | BOYAmt |
| EOY | $250,842,142 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$3,692,399 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$114,553 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $5,955 | DonatedServicesAndUseFcltsAmt |
| Other Changes In Net Assets | -$7,760,074 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Medical Research Organization | Yes (X) | MedicalResearchOrganizationInd |
Hospital Name And Address HospitalNameAndAddressGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SPECTRUM HEALTH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| City | GRAND RAPIDS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $165,579 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $165,579 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $68,975,087 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $69,140,666 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $68,133 | CurrentYearMinus3Amt |
| Current Year Minus2 | $85,680 | CurrentYearMinus2Amt |
| Current Year Minus1 | $367,563 | CurrentYearMinus1Amt |
| Current Year | $165,579 | CurrentYearAmt |
| Total | $686,955 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,288,315 | OtherCostOrOtherBasisAmt |
| Book Value | $5,288,315 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $222,174,587 | OtherCostOrOtherBasisAmt |
| Depreciation | $49,169,393 | DepreciationAmt |
| Book Value | $173,005,194 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $43,739,193 | OtherCostOrOtherBasisAmt |
| Depreciation | $34,504,551 | DepreciationAmt |
| Book Value | $9,234,642 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,320,108 | OtherCostOrOtherBasisAmt |
| Depreciation | $16,501 | DepreciationAmt |
| Book Value | $1,303,607 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $188,831,758 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| BOND ISSUANCE COSTS NET OF ACCUMULATED AMORTIZATION | $299,257 |
| PLEDGED SECURITIES | $42,710,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $43,009,257 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED POSTRETIREMENT BENEFIT OBLIGATION | $2,036,797 |
| UNREALIZED LOSS ON INTEREST RATE SWAP | $64,074,672 |
| CAPITAL LEASE | $53,254 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $66,164,723 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $60,289,861 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$114,553 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $5,955 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $1,408,585 | OtherRevenueAmt |
| Revenue Not Reported | $1,299,987 | RevenueNotReportedAmt |
| Revenue Subtotal | $58,989,874 | RevenueSubtotalAmt |
| Other Revenues Not Included | $6,458,393 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $6,458,393 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $65,448,267 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $71,850,932 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $9,168,659 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $9,168,659 | ExpensesNotReportedAmt |
| Expenses Subtotal | $62,682,273 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $6,458,393 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $6,458,393 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $69,140,666 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | PART X, LINE 1(1) AND LINE 2: THERE ARE NO UNCERTAIN TAX POSITIONS RELATED TO VARI. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 1,400,515. FUNDRAISING EVENT EXPENSE 8,070. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | NET ALLOCATED 6,458,393. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | LOSS ON INTERST RATE SWAP 7,760,074. RENTAL EXPENSES 1,400,515. FUNDRAISING EVENT EXPENSE 8,070. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | NET ALLOCATED 6,458,393. |
| PART V | THE VAN ANDEL INSTITUTE (A RELATED ORGANIZATION) MAINTAINS ENDOWED FUNDS FOR THE BENEFIT OF BOTH VARI AND THE VAN ANDEL EDUCATION INSTITUTE (A RELATED ORGANIZATION) TO FUND OPERATING EXPENSES. |
| PART XI AND XII, LINE 4B | EXPENSE ALLOCATIONS PRESENTED WITHIN REVENUE. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EAST ASIA & THE PACIFIC | 0 | 0 | PROGRAM SERVICES | RESEARCH COLLABORATION - RESEARCH SERVICES | $134,783 |
| EUROPE | 0 | 0 | GENERAL EXPENSES | SOFTWARE LICENSING FEES | $1,065 |
| EUROPE | 0 | 0 | UNRELATED TRADE OR BUSINESS | FEE FOR SERVICES | |
| EUROPE | 0 | 0 | RESEARCH SERVICES | LICENSING FEES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $135,848 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $135,848 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EUROPE | RegionTxt |
| Purpose Of Grant | RESEARCH COLLABORATION | PurposeOfGrantTxt |
| Cash Grant | $150,179 | CashGrantAmt |
| Manner Of Cash Disbursement | WIRE TRANSFER | MannerOfCashDisbursementTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | GRANT FUNDS ARE MONITORED BY QUARTERLY EXPENDITURE REPORTS BEFORE DISBURSING INCREMENTAL FUNDING. PROGRESS REPORTS ARE REQUIRED ANNUALLY AND REVIEWED BY VAN ANDEL RESEARCH INSTITUTE AND A THIRD PARTY. |
| SCHEDULE F, PART II, LINE 1 | ORGANIZATION PROVIDED ASSISTANCE IS MONITORED WITH QUARTERLY EXPENDITURE REPORTING. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | 5K RACE | Event1Nm |
| Gross Receipts Event1 | $49,013 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $49,013 | CharitableContriEvent1Amt |
| Other Direct Expenses Event2 | $8,070 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $49,013 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $49,013 | CharitableContributionsTotAmt |
| Oth Direct Expnss Total Events | $8,070 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $8,070 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$8,070 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| JOHNS HOPKINS UNIVERSITY | |||||||
| 3400 N CHARLES STREET | BALTIMORE | MD | 21218 | 520595110 | 501C3 | $200,000 | RESEARCH COLLABORATION |
| FOX CHASE CANCER CENTER | |||||||
| 333 COTTMAN AVENUE | PHILADELPHIA | PA | 19111 | 232003072 | 501C3 | $100,000 | RESEARCH COLLABORATION |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | |||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | 131924236 | 501C3 | $50,000 | RESEARCH COLLABORATION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| GRADUATE STUDENT STIPENDS FOR MICHIGAN STATE UNIVERSITY STUDENTS | 5 | $134,127 |
| GRADUATE STUDENT STIPENDS VAN ANDEL INSTITUTE GRADUATE SCHOOL | 3 | $47,503 |
| FOREIGN NATIONAL STIPENDS | 6 | $79,864 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | STIPENDS ARE PROVIDED TO THE RESEARCH STUDENTS FOR LIVING AND INSURANCE ASSISTANCE. GRANT FUNDS TO INSTITUTIONS ARE MONITORED BY QUARTERLY EXPENDITURE REPORTS BEFORE DISBURSING INCREMENTAL FUNDING. PROGRESS REPORTS ARE REQUIRED ANNUALLY AND REVIEWED BY VAN ANDEL RESEARCH INSTITUTE AND A THIRD PARTY. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DAVID VAN ANDEL | ||||||||||||||
| CHAIRMAN / CEO | $315,000 | $0 | $107,730 | $0 | $22,785 | $0 | $136,250 | $0 | $595 | $0 | $582,360 | $0 | $107,730 | $0 |
| DR GEORGE VANDE WOUDE | ||||||||||||||
| TRUSTEE/ INVESTIGATOR | $282,514 | $0 | $0 | $0 | $19,972 | $0 | $26,000 | $0 | $1,326 | $0 | $329,812 | $0 | $0 | $0 |
| DR JANA HALL | ||||||||||||||
| CHIEF OPERATIONS OFFICER | $292,928 | $0 | $59,294 | $0 | $1,801 | $0 | $97,343 | $0 | $8,767 | $0 | $460,133 | $0 | $59,294 | $0 |
| DAVID WHITESCARVER | ||||||||||||||
| SECRETARY/V.P. & CHIEF LEGAL OFFICER | $270,910 | $0 | $82,096 | $0 | $19,181 | $0 | $96,422 | $0 | $8,767 | $0 | $477,376 | $0 | $82,096 | $0 |
| TIMOTHY MYERS | ||||||||||||||
| V.P. & CHIEF FINANCIAL OFFICER | $215,939 | $0 | $40,091 | $0 | $608 | $0 | $74,529 | $0 | $8,767 | $0 | $339,934 | $0 | $40,091 | $0 |
| DR PETER JONES START 21714 | ||||||||||||||
| CHIEF SCIENTIFIC OFFICER & RES. DIR. | $397,346 | $0 | $0 | $0 | $34,985 | $0 | $186,500 | $0 | $7,671 | $0 | $626,502 | $0 | $0 | $0 |
| KATHY VOGELSANG | ||||||||||||||
| CHIEF INVESTMENT OFFICER | $204,180 | $0 | $187,500 | $0 | $18,366 | $0 | $207,400 | $0 | $8,767 | $0 | $626,213 | $0 | $0 | $0 |
| DR PATRIK BRUNDIN | ||||||||||||||
| VARI ASSOCIATE DIRECTOR OF RESEARCH | $401,680 | $0 | $86,040 | $0 | $15,169 | $0 | $90,500 | $0 | $8,767 | $0 | $602,156 | $0 | $86,040 | $0 |
| DR GERALD CALLAHAN | ||||||||||||||
| V.P., INNOVATIONS & COLLABORATIONS | $245,257 | $0 | $54,263 | $0 | $11,918 | $0 | $110,043 | $0 | $8,767 | $0 | $430,248 | $0 | $54,263 | $0 |
| DR SCOTT JEWELL | ||||||||||||||
| INVESTIGATOR | $266,775 | $0 | $67,569 | $0 | $20,227 | $0 | $61,679 | $0 | $8,767 | $0 | $425,017 | $0 | $32,312 | $0 |
| DR H ERIC XU | ||||||||||||||
| INVESTIGATOR | $288,693 | $0 | $19,297 | $0 | $942 | $0 | $41,951 | $0 | $8,767 | $0 | $359,650 | $0 | $19,297 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | VARI ALLOWS FOR FIRST-CLASS OR CHARTER TRAVEL FOR OFFICERS AND TRUSTEES. |
| PART I, LINE 7 | ONE NON-FIXED BONUS WAS PAID AT THE DISCRETION OF THE CEO. |
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 | MICHIGAN STRATEGIC FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 521417332 | BondIssuerEIN |
| Bond Issued | 2013-04-01 | BondIssuedDt |
| Issue Price | $220,000,000 | IssuePriceAmt |
| Purpose | REFUND BOND ISSUE 4/10/08 | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $220,000,000 | TotalProceedsAmt |
| Other Spent Proceeds | $220,000,000 | OtherSpentProceedsAmt |
| Current Refunding | Yes (1) | CurrentRefundingInd |
| Advance Refunding | 0 | AdvanceRefundingInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | Yes (1) | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | Yes (1) | MgmtContractBondFincdPropInd |
| Engage Bond Counsel Contracts | Yes (1) | EngageBondCounselContractsInd |
| Any Research Agreements | Yes (1) | AnyResearchAgreementsInd |
| Engage Bond Counsel Research | Yes (1) | EngageBondCounselResearchInd |
| Private Bus Concerning UBI | 0.00890 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00890 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | Yes (1) | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | DATE REBATE COMPUTATION PERFORMED | FormAndLineReferenceDesc |
| Explanation | ISSUER NAME: MICHIGAN STRATEGIC FUND DATE THE REBATE COMPUTATION WAS PERFORMED: 11/30/2014 | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DONOR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | VENDOR | RelationshipDescriptionTxt |
| Transaction | $189,366 | TransactionAmt |
| Transaction | SUPPLIES | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (13 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | VARI, VAI, VAEI, AND VAIGS SHARE COMMON MANAGEMENT. DAVID VAN ANDEL, DR. JANA HALL, TIMOTHY MYERS AND DAVID WHITESCARVER ARE ALSO OFFICERS OF VAI, AND DAVID VAN ANDEL, TIMOTHY MYERS AND DAVID WHITESCARVER ARE OFFICERS OF VAEI AND VAIGS. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE TRUSTEES OF VAN ANDEL INSTITUTE HAVE THE AUTHORITY TO ELECT ONE OR MORE MEMBERS OF VARI'S GOVERNING BODY. |
| FORM 990, PART VI, SECTION B, LINE 11 | FOLLOWING COMPLETION OF THE FINANCIAL STATEMENT AUDIT, THE FORM 990 IS PREPARED AND REVIEWED BY MANAGEMENT. IT IS THEN CIRCULATED TO THE FULL BOARD FOR REVIEW AND FINAL APPROVAL PRIOR TO FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | VARI HAS WRITTEN CONFLICT OF INTEREST ("COI") POLICIES AND PROCEDURES (ADMINISTERED BY VAN ANDEL INSTITUTE) WHICH ADMINISTER AND ENFORCE A PROCESS TO IDENTIFY, EVALUATE, AND MANAGE POTENTIAL CONFLICTS OF INTEREST. THESE POLICIES HAVE BEEN BOARD APPROVED. VAI ADMINISTERS THE COI POLICIES AND PROCEDURES THROUGH TWO COMMITTEES: THE CONFLICTS COMMITTEE ("CC") AND THE INSTITUTIONAL COI COMMITTEE ("ICOIC"). THE COI POLICIES AND PROCEDURES APPLY TO AND SERVE AS A GUIDE FOR EVERYONE IN THE ORGANIZATION. THEY 1) PROVIDE A USEFUL RESOURCE WHEN DEVELOPING ACTIVITIES OR RELATIONSHIPS WITH OUTSIDE ENTITIES OR PERSONS, AND 2) ESTABLISH COMMITTEES TO REVIEW AND MANAGE POTENTIAL CONFLICTS OF INTEREST AS THEY MAY ARISE. THE CC, CHAIRED BY THE CHIEF LEGAL OFFICER, REQUIRES ANNUAL AND UPDATED DISCLOSURES BY COVERED PERSONS AND REVIEWS AND APPROVES MANAGEMENT PLANS. THE INSTITUTIONAL COI POLICIES AND PROCEDURES SERVE AS A GUIDE FOR MEMBERS OF THE BOARDS OF TRUSTEES AND SENIOR EXECUTIVES. IN THE EVENT A POTENTIAL COI ARISES AT THE BOARD OR SENIOR EXECUTIVE LEVEL, THE ICOIC MEETS TO REVIEW AND DECIDE HOW TO MANAGE SUCH POTENTIAL CONFLICTS OF INTEREST IN ACCORDANCE WITH THE COI POLICIES AND PROCEDURES. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPARABILITY DATA FROM EXPERT THIRD PARTY IS OBTAINED AND REVIEWED BY THE INDEPENDENT, JOINT COMPENSATION COMMITTEE OF VAN ANDEL RESEARCH INSTITUTE AND RELATED ORGANIZATIONS TO DETERMINE APPROPRIATE COMPENSATION FOR THE CEO, EXECUTIVE MANAGEMENT OFFICIALS, OFFICERS, AND KEY EMPLOYEES, ON BEHALF OF VAN ANDEL RESEARCH INSTITUTE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | LOSS ON INTEREST RATE SWAP -7,760,074. |
| FORM 990, PART III, LINE 2 | VAN ANDEL RESEARCH INSTITUTE (VARI) IS DEDICATED TO DETERMINING THE EPIGENETIC, GENETIC, MOLECULAR, AND CELLULAR ORIGINS OF CANCER, PARKINSON'S DISEASE, AND OTHER ILLNESSES AND TO TRANSLATING THOSE FINDINGS INTO EFFECTIVE THERAPIES. THE INSTITUTE'S SCIENTISTS WORK IN ON-SITE LABORATORIES AND PARTICIPATE IN COLLABORATIONS THAT SPAN THE GLOBE. WITH EPIGENETICS AS ITS COMMON THREAD, THE INSTITUTE IS ORGANIZED INTO THE CENTER FOR CANCER AND CELL BIOLOGY, THE CENTER FOR EPIGENETICS, AND THE CENTER FOR NEURODEGENERATIVE SCIENCE. THE CORE TECHNOLOGIES AND SERVICES GROUP PROVIDES A VIVARIUM, A BIOREPOSITORY, AND VALUABLE ON-SITE CAPABILITIES IN IMAGING, PATHOLOGY, BIOINFORMATICS, GENOMICS AND FLOW CYTOMETRY. RESEARCH BY VARI SCIENTISTS IS PUBLISHED IN MAJOR PEER-REVIEWED JOURNALS, INCLUDING, IN 2015, SCIENCE, NATURE, CELL, CELL RESEARCH, NEW ENGLAND JOURNAL OF MEDICINE, CIRCULATION RESEARCH, EXPERIMENTAL CELL RESEARCH, JOURNAL OF TRANSLATION MEDICINE, EXPERIMENTAL NEUROLOGY, GENOME BIOLOGY, GENOME RESEARCH, AMERICAN JOURNAL OF CANCER RESEARCH, AMERICAN JOURNAL OF SURGICAL PATHOLOGY, ANALYTICAL CHEMISTRY, BONE RESEARCH, CANCER RESEARCH, INTERNATIONAL JOURNAL OF CANCER, INTERNATIONAL JOURNAL OF ONCOLOGY, JOURNAL OF BIOLOGICAL CHEMISTRY, JOURNAL OF BONE AND MINERAL RESEARCH, JOURNAL OF MEDICINAL CHEMISTRY, JOURNAL OF PARKINSON'S DISEASE, MOLECULAR CELL, NEUROBIOLOGY OF DISEASE, PLOS ONE, AND PSYCHONEUROENDOCRINOLOGY. |
| FORM 990, PART III, LINE 4A | LINE 4A - PROGRAM SERVICE ACTIVITY #1 CENTER FOR CANCER AND CELL BIOLOGY THE CENTER FOR CANCER AND CELL BIOLOGY, DIRECTED BY BART WILLIAMS, PH.D., COMPRISES 14 LABORATORIES ENGAGED IN BASIC RESEARCH IN MOLECULAR AND STRUCTURAL BIOLOGY AND IN TRANSLATIONAL RESEARCH ON CANCERS, THE TUMOR MICROENVIRONMENT, AND SKELETAL DISEASES. THE CENTER WELCOMED PATRICK GROHAR, M.D., PH.D., AS AN ASSOCIATE PROFESSOR IN JULY 2015. INVESTIGATORS WITHIN THE CENTER IN 2015 RECEIVED NEW R01 AND R21 AWARDS FROM THE NATIONAL INSTITUTES OF HEALTH, AND A RENEWAL AWARD FROM THE BREAST CANCER RESEARCH FOUNDATION. ALSO, A NEW RESEARCH CONTRACT WITH A PHARMACEUTICAL FIRM WAS SIGNED. VAN ANDEL RESEARCH INSTITUTE'S PATHWAY OF HOPE INITIATIVE PROGRESSED IN 2015 UNDER THE DIRECTION OF ASSOCIATE PROFESSOR JEFFREY MACKEIGAN, PH.D. TSC CAUSES NON-CANCEROUS TUMORS IN MAJOR ORGANS, AND PATIENTS AFFLICTED WITH DISEASE OFTEN SUFFER FROM EPILEPSY, LEARNING DISABILITIES, AND OTHER COMPLICATIONS. THE PATHWAY OF HOPE INITIATIVE INVOLVES TSC INVESTIGATORS FROM ACROSS THE UNITED STATES, WITH FUNDING FROM THE MICHIGAN STRATEGIC FUND, BLUE CROSS BLUE SHIELD OF MICHIGAN, GREAT LAKES SCRIP, ROCKFORD CONSTRUCTION, COLLIERS INTERNATIONAL, TEAM HANNAH TSC, AND INDIVIDUAL DONORS. THE TSC RESEARCH TEAM HAS SCREENED FOR GENES NEVER BEFORE LINKED TO TSC AND IS INVESTIGATING SEVERAL THAT ARE INTRIGUING. THE MACKEIGAN LAB PUBLISHED A COMPARISON OF TWO DRUGS, EVEROLIMUS AND SIROLIMUS, AND THE CLINICAL TRIAL OUTCOMES FOR MANAGING TSC USING THESE DRUGS (MACKEIGAN AND KRUEGER, NEURO-ONCOLOGY 17(12): 1550-1559). STUDIES OF THREE-DIMENSIONAL MOLECULAR STRUCTURES AND THEIR PHYSICAL INTERACTIONS HAVE BEEN PROCEEDING ON SEVERAL FRONTS IN 2015. G PROTEIN-COUPLED RECEPTORS FORM A LARGE, COMPLEX GROUP OF MOLECULAR RECEPTORS IN HUMANS, AND MANY IMPORTANT QUESTIONS ABOUT THEM REMAIN. ONE MAJOR QUESTION WAS ANSWERED WITH THE SOLUTION OF THE RHODOPSIN-ARRESTIN STRUCTURE BY THE XU AND MELCHER LABS, WHICH PROVIDES A BASIS FOR UNDERSTANDING GPCR-MEDIATED, ARRESTIN-BIASED SIGNALING. THE COMPLEX IS RESPONSIBLE FOR REGULATING VITAL PHYSIOLOGICAL FUNCTIONS AND SERVES AS A MAJOR PHARMACOLOGICAL DRUG TARGET. THE NEW FINDINGS PROVIDE SCIENTISTS WITH A ROADMAP FOR SELECTIVELY TARGETING CELLULAR PATHWAYS, WHICH MAY LEAD TO MORE-EFFECTIVE DRUGS WITH FEWER SIDE EFFECTS FOR DISEASES SUCH AS CANCER, HEART DISEASE, AND NEURODEGENERATIVE DISORDERS. THIS PROJECT ALSO EMPLOYED CUTTING-EDGE X-RAY LASER TECHNOLOGY TO SOLVE THE STRUCTURE OF THESE COMPLEX MOLECULES (KANG ET AL., NATURE 523(7562): 561-567). ANOTHER STUDY FROM THESE LABS UNCOVERED THE MECHANISM OF ALLOSTERIC REGULATION OF AMP-ACTIVATED PROTEIN KINASE; THIS ENZYME IS A PROMISING TARGET FOR TREATING DIABETES, OBESITY, AND CANCER (LI ET AL., CELL RESEARCH 25(1): 50-66). STRUCTURAL STUDIES OF PLANT MOLECULES HAVE ALSO ADVANCED. STRINGOLACTONES ARE PLANT HORMONES THAT PROMOTE ROOT SYMBIOSIS WITH NITROGEN-FIXING BACTERIA SUCH AS RHIZOBIUM. VARI LABS HAVE MODELED THE INTERACTION OF STRINGOLACTONE WITH THE DWARF3 PROTEIN, REVEALING THE MECHANISM OF RECEPTOR RECOGNITION AND SIGNALING, WHICH IS A STEP TOWARD IMPROVING THE CRUCIAL MYCORRHIZAL AND RHIZOBIUM SYMBIOSIS OF AGRICULTURAL PLANTS (ZHAO ET AL., CELL RESEARCH 25(11): 1219-1236). ANOTHER STUDY SHOWED PRONOUNCED CONFORMATION CHANGES IN THE MYC3 PROTEIN IN ARABIDOPSIS, IDENTIFYING THE DYNAMIC MECHANISM BY WHICH THE SIGNALING PATHWAY OF THE CRUCIAL PLANT HORMONE JASMONATE IS REPRESSED OR ACTIVATED (ZHANG ET AL., NATURE 525(7568): 269-273). JASMONATE SIGNALING REGULATES A VARIETY OF PLANT PROCESSES, INCLUDING SEED GERMINATION, ROOT GROWTH, FLOWERING, AND PHOTOSYNTHESIS. UNDERSTANDING INTERACTIONS BETWEEN THESE PLANT PROTEINS NOT ONLY HAS IMPLICATIONS FOR GLOBAL CROP PRODUCTION, BUT ALSO OFFERS INSIGHTS INTO MOLECULAR MECHANISMS THAT MAY PLAY A ROLE IN HUMAN DISEASES. MICRO-RNAS ARE AN INCREASINGLY INTERESTING AND RELEVANT AREA OF RESEARCH IN HEALTH AND DISEASE. THE SEMPERE LAB REPORTED A LARGE PROGNOSTIC STUDY OF BLADDER CANCER THAT IDENTIFIED THE MICRO-RNA MIR-34A AS A POTENTIAL BIOMARKER AND/OR THERAPEUTIC TARGET FOR THIS DISEASE (ANDREW ET AL., INTERNATIONAL JOURNAL OF CANCER 137(5): 1158-1166). ANOTHER STUDY PUBLISHED IN 2015 WAS A CRITICAL ANALYSIS OF THE POTENTIAL OF MICRO-RNAS AS BIOMARKERS IN BREAST CANCER MANAGEMENT (GRAVEEL ET AL., BREAST CANCER: TARGETS AND THERAPY 7: 59-79). YET ANOTHER STUDY PROVIDED NOVEL INSIGHT INTO POTENTIAL NEW THERAPEUTIC APPROACHES FOR TRIPLE-NEGATIVE BREAST CANCER, A PARTICULARLY DIFFICULT TO TREAT AND AGGRESSIVE FORM OF THE DISEASE (SAMENI ET AL., CLIN CANCER RES., IN PRESS). VARI ALSO TOOK PART IN ESTABLISHING A UNIFORM NAMING SYSTEM FOR MICRO-RNA GENES AND HELPED ESTABLISH A NEW OPEN-ACCESS DATABASE, MIRGENEDB, ON MICRO-RNAS (FROMM ET AL., ANNUAL REVIEW OF GENETICS 49: 213-242). PROGRESS CONTINUES IN OUR STUDIES OF PANCREATIC CANCER. WORK DONE IN THE HAAB LAB SHOWED THAT SIALYL-LEWIS X PROTEIN INCREASES IN PANCREATIC CANCERS THAT ARE NEGATIVE FOR THE TRADITIONAL MARKER, THE CA19-9 PROTEIN. THIS MAY HELP IN DIFFERENTIATING AMONG SUBGROUPS OF PATIENTS WITH PANCREATIC TUMORS SO THAT THE MOST EFFECTIVE TREATMENT CAN BE PROVIDED (TANG ET AL., MOLECULAR AND CELLULAR PROTEOMICS 14(5): 1323-1333). A SECOND STUDY SHOWED THAT A SUBSET OF PANCREATIC CANCERS HAS AN INCREASE IN CELL-SURFACE GLYCANS CONTAINING A 3'-FUCOSE SUGAR COMPONENT, WHICH MAY COMPLEMENT OTHER BIOMARKERS AND ALLOW IMPROVED DETECTION OF PANCREATIC CANCERS (SINGH ET AL., JOURNAL OF PROTEOME RESEARCH 14(6): 2594-2605). VARI RESEARCHERS HAVE DEVELOPED A KIDNEY-SPECIFIC MOUSE MODEL OF BIRT-HOGG-DUBE SYNDROME TUMORIGENESIS BY KNOCKING OUT THE FLCN GENE IN THE KIDNEY'S PROXIMAL TUBULES. THIS MODEL AVOIDS MANY PROBLEMS THAT NORMALLY OCCUR IN GENETIC KNOCK-OUTS AND ACCURATELY MODELS HUMAN BIRT-HOGG-DUBE SYNDROME (CHEN ET AL., KIDNEY INTERNATIONAL 88(5): 1057-1069). A PROJECT EXPLORING THE WNT/BETA-CATENIN PATHWAY AND THE HEPSIN PATHWAY IN PROSTATE CANCER FOUND THAT THE ACTIVITY OF BOTH IS INCREASED, AND THUS THEY COULD BECOME TARGETS OF CHEMOTHERAPY (VALKENBURG ET AL., THE PROSTATE 75(14): 1579-1585). A STUDY OF MELANOMA XENOGRAFT MODELS TREATED WITH THE DRUG VEMURAFENIB FOUND SEVERAL MECHANISMS BY WHICH THE CANCER CELLS BECAME RESISTANT TO THERAPY. HOWEVER, WHEN VEMURAFENIB WAS COMBINED WITH AN INHIBITOR OF THE MEK PROTEIN, THE TUMORS WERE ERADICATED (MONSMA ET AL., AMERICAN JOURNAL OF CANCER RESEARCH 5(4): 1507-1518). IN CLINICALLY RELATED RESEARCH, A STUDY OF HUMAN OSTEOSARCOMA (BONE CANCER) FOUND THAT THERE WERE SPECIFIC CHANGES IN GENE EXPRESSION IN CELLS THAT WERE HIGHLY RESISTANT TO CHEMOTHERAPY. SUCH CELLS ARE SENSITIVE TO TARGETED EPIGENETIC THERAPIES, AND TARGETING THOSE CHANGES MAY BE A VALUABLE THERAPEUTIC STRATEGY (FOLEY ET AL., JOURNAL OF TRANSLATIONAL MEDICINE 13: 110). A STUDY OF TISSUES FROM TWO INDIVIDUALS SUFFERING FROM OCULOECTODERMAL SYNDROME IDENTIFIED TWO MUTATIONS OF THE KRAS GENE. THE LOW FREQUENCIES OF THE MUTATIONS IN THE PATIENTS SUGGEST THAT THE DISEASE IS A MOSAIC RAS-RELATED DISORDER (PEACOCK ET AL., AMERICAN JOURNAL OF MEDICAL GENETICS A 167(7): 1429-1435). RESEARCH ON THE METABOLISM OF BOTH NORMAL AND PATHOLOGICAL BONE TISSUES HAS CONTINUED IN 2015. A STUDY OF THE WNTLESS PROTEIN, WHICH IS REQUIRED FOR THE SECRETION OF ALL WNT MOLECULES, FOUND THAT WNTLESS REGULATES THE FORMATION OF CARTILAGE AND BONE AND IS ACTIVE IN AFFECTING EMBRYONIC BONE DEVELOPMENT (ZHONG ET AL., DEVELOPMENTAL DYNAMICS 244(10): 1347-1355). IN A STUDY OF BONE HEALING, RADIOACTIVE TECHNETIUM-METHYLENE DIPHOSPHONATE ([99M]TC-MDP) WAS USED TO IMAGE THE HEALING PROCESS. THE UPTAKE OF THIS RADIOTRACER CORRESPONDED TO THE LOCATIONS OF OSTEOBLAST GENERATION IN HEALING OF BONES AND TO OSTEOBLAST CELL MATURATION IN CELL CULTURE (ZHONG ET AL., BONE RESEARCH 3: 15013). ANOTHER VARI STUDY PRODUCED THE FIRST REPORT OF THE FUNCTION OF THE CD82 TRANSMEMBRANE PROTEIN IN BLOOD PLATELETS. CD82 WAS FOUND TO FUNCTION IN MODULATING CLOT RETRACTION, INTEGRIN ALPHAIIB-BETA3 EXPRESSION, CELL ADHESION, AND TYROSINE KINASE SIGNALING (UCHTMANN ET AL., EXPERIMENTAL CELL RESEARCH 339(2): 261-269). IN CULTURES OF PROSTATE CANCER CELLS, CYTOPLASMIC ANDROGEN RECEPTOR, WHEN ACTED ON BY ANDROGEN, RAPIDLY STIMULATED THE SRC TYROSINE KINASE ENZYME. CANCER CELL INVASIVE BEHAVIOR IS STIMULATED BY A RAPID BUT SUSTAINED INCREASE IN SRC ACTIVITY (ZARIF ET AL., ONCOTARGET 6(9): 6862-6876). |
| FORM 990, PART III, LINE 4B | LINE 4B - PROGRAM SERVICE ACTIVITY #2 CENTER FOR EPIGENETICS THE CENTER, ESTABLISHED IN 2014 AND DIRECTED BY PETER JONES, PH.D., D.SC., COMPRISES EIGHT LABORATORIES STUDYING EPIGENETICS AND EPIGENOMICS AND THE ROLE OF EPIGENETIC DYSFUNCTION IN CANCER AND NEURODEGENERATIVE DISEASE, CARDIOVASCULAR DISEASE, AND VIRAL TRANSCRIPTION. TWO NEW FACULTY WERE RECRUITED TO THE CENTER IN 2015: DR. SCOTT ROTHBART WAS APPOINTED AS AN ASSISTANT PROFESSOR AND DR. STEPHEN BAYLIN OF JOHNS HOPKINS UNIVERSITY ACCEPTED A PART-TIME APPOINTMENT AS A PROFESSOR. IN 2015, CENTER RESEARCHERS RECEIVED A NEW NIH GRANT AWARD, AS WELL AS A MAJOR AWARD FROM THE MICHIGAN ECONOMIC DEVELOPMENT CORPORATION. THE VARI-SU2C EPIGENETICS DREAM TEAM, LED BY PETER JONES AND STEPHEN BAYLIN, CONTINUED ITS WORK IN 2015, WITH THE AIMS OF DEVELOPING NEW COMBINATION THERAPIES TO COMBAT CANCER AND MOVING PROMISING THERAPIES TO CLINICAL TRIALS. THE TEAM FOCUSES ON EPIGENETIC MECHANISMS IN CELLS, WHICH HELP CONTROL WHETHER GENES ARE TURNED ON OR OFF WITHOUT CHANGING THE DNA SEQUENCE ITSELF. A PRINCIPAL WAY THIS IS DONE IS BY THE ADDITION OR REMOVAL OF METHYL GROUPS TO THE DNA MOLECULES (DNA METHYLATION/DEMETHYLATION). CENTER FACULTY, AS PART OF THE CANCER GENOME ATLAS RESEARCH NETWORK, CONTRIBUTED TO COMPREHENSIVE STUDIES CHARACTERIZING DIFFUSE LOWER-GRADE GLIOMAS AND PRIMARY PROSTATE CANCERS (CANCER GENOME ATLAS RESEARCH NETWORK, NEW ENGLAND JOURNAL OF MEDICINE 372(26): 2481-2498; CANCER GENOME ATLAS RESEARCH NETWORK, CELL, 163(4): 1011-1025), AS WELL AS TO A STUDY OF INVASIVE LOBULAR BREAST CANCER (CIRIELLO ET AL., CELL 163(2): 506-519). THIS WORK WILL HELP LAY THE FOUNDATION FOR IMPROVING CANCER PREVENTION, EARLY DETECTION, AND TREATMENT. ANOTHER PROJECT MADE USE OF ELMER, A SOFTWARE TOOL THAT USES DNA METHYLATION TO IDENTIFY ENHANCERS OF DNA TRANSCRIPTION. THE RESEARCHERS IDENTIFIED NETWORKS REGULATED BY KNOWN CANCER DRIVERS AND NOVEL NETWORKS THAT HAVE PROGNOSTIC POTENTIAL (YAO ET AL., GENOME BIOLOGY 16: 105). AN ASSAY CALLED MIRA FOR ANALYZING DNA METHYLATION HAS BEEN DEVELOPED AND COMBINED WITH NEXT-GENERATION SEQUENCING. THE ASSAY IS RELIABLE, COST-EFFECTIVE, AND NOT LIMITED BY PRIMER OR PROBE DESIGN (JUNG ET AL., EPIGENOMICS 7(5): 695-706). USING THIS ASSAY, DNA METHYLATION IN METASTATIC MELANOMA CELLS AND IN NORMAL MELANOCYTES WAS CHARACTERIZED. A SERIES OF METHYLATION PEAKS FOUND TO BE PRESENT IN ALL MELANOMA SAMPLES MAY BE EFFECTIVE BIOMARKERS OF THE DISEASE (JIN ET AL., GENOMICS 106(6): 322-330). A VECTOR-BASED APPROACH TO GENE RANKING WAS DEVELOPED THAT INCORPORATES TEMPORAL DISTANCE, SIGNAL INTENSITY, AND VARIANCE INTO A SINGLE SCORE. THIS METHOD IDENTIFIED AN AGE-DEPENDENT DECREASE IN THE EXPRESSION OF GENES INVOLVED IN TRANSLATION AND RIBOSOME FUNCTION (JUNG ET AL., NUCLEIC ACIDS RESEARCH 43(15): E100). A STUDY OF ENDOCRINE-DISRUPTING CHEMICALS FOUND THAT THEY EXERT DIRECT EPIGENETIC EFFECTS IN EXPOSED FETAL GERM CELLS, ALTERING DNA METHYLATION AND TRANSCRIPTION. HOWEVER, THOSE CHANGES ARE CORRECTED BY REPROGRAMMING EVENTS IN THE NEXT GENERATION, SO THE EFFECTS ARE NOT PASSED ON TO LATER GENERATIONS (IQBAL ET AL., GENOME BIOLOGY 16: 59). THE NUCLEOSOME OCCUPANCY AND METHYLATION SEQUENCING (NOME-SEQ) METHOD WAS USED TO COMPARE THESE TWO DNA CHARACTERISTICS IN NORMAL AND CANCER CELL LINES OF THE BREAST AND PROSTATE. THIS STUDY PROVIDES CELL LINE PROFILES, A BIOINFORMATIC PIPELINE, AND TOOLS THAT WILL BE USEFUL TO SCIENTISTS IN THE FIELD IN FUTURE STUDIES (STATHAM ET AL., GENOMICS DATA 3: 94-96). IN A SEPARATE RESEARCH PROJECT, A HIGH-RESOLUTION ANALYSIS OF THE CHROMATIN STRUCTURE OF HCT116 COLON CANCER CELLS AND DNA-METHYLATION-DEFICIENT DERIVATIVE CELLS WAS CARRIED OUT USING THE NOME-SEQ ASSAY. IT SHOWED A NUANCED AND CONTEXT-DEPENDENT ROLE OF METHYLATION IN THE FUNCTIONAL ORGANIZATION OF CANCER CELL EPIGENOMES (LAY ET AL., GENOME RESEARCH 25(4): 467-477). IN A STUDY OF COLORECTAL CANCER-INITIATING CELLS (CICS), LOW-DOSE 5-AZA-CDR, WHICH INHIBITS THE PLACEMENT OF METHYL GROUPS ON DNA, CAUSED CELLS TO RESPOND AS THEY DO TO A VIRAL INFECTION, WITH THE INDUCTION OF DSRNAS AND ACTIVATION OF THE MDA5/MAVS RNA RECOGNITION PATHWAY, THUS TRICKING CANCER CELLS INTO DYING. THE STUDY DENOTES A MAJOR SHIFT IN THE UNDERSTANDING OF ANTI-TUMOR MECHANISMS, IDENTIFYING THE MDA5/MAVS/IRF7 PATHWAY AS A POTENTIALLY DRUGGABLE TARGET AGAINST CICS (ROULOIS ET AL., CELL 162(5): 961-973). A COMPLEMENTARY STUDY WITH SIMILAR FINDINGS, COAUTHORED BY DR. STEPHEN BAYLIN, WHO HOLDS A JOINT APPOINTMENT AT VARI AND AT JOHNS HOPKINS UNIVERSITY, WAS PUBLISHED IN THE SAME JOURNAL ISSUE (CHIAPPINELLI ET AL., CELL 162(5): 961-973). THESE TWO STUDIES WERE INCLUDED AMONG THE DISCOVERIES HIGHLIGHTED AS TOP BIOMEDICAL ADVANCES OF 2015 BY NATURE MEDICINE. A PROJECT ON CELL GENERATION AND CELL TURNOVER IN THE HUMAN HEART PUBLISHED IN 2015 FOUND THAT THE TOTAL NUMBER OF HEART CELLS IS ESTABLISHED JUST AFTER BIRTH, BUT HEART CELLS ARE CONTINUALLY GENERATED THROUGHOUT LIFE TO REPLACE CELLS THAT DIE. UNDERSTANDING HOW THIS REGENERATION OF CELLS OCCURS WOULD LAY THE FOUNDATION FOR HARNESSING THIS CAPABILITY TO HELP DAMAGED HEARTS HEAL. (BERGMANN ET AL., CELL 161(7): 1566-1575). USING SINGLE-CELL EXPRESSION PROFILING, ANOTHER STUDY FOUND THAT A COMBINATION OF N-CADHERIN PLUS THE INTEGRINS ALPHA-1, ALPHA-5, AND ALPHA-6 ALLOWS THE ISOLATION OF REGENERATION-COMPETENT MURINE CARDIOMYOCYTES. OTHER SUBTYPES OF HEART CELLS COULD ALSO BE ISOLATED (TARNAWSKI ET AL., PLOS ONE 10(8): E0135880). THIS STUDY WAS ALSO INCLUDED IN NATURE MEDICINE'S LIST OF TOP ADVANCES OF 2015. THE HISTONE ANTIBODY SPECIFICITY DATABASE IS AN ONLINE AND EXPANDING RESOURCE CATALOGING THE BEHAVIOR OF WIDELY USED, COMMERCIALLY AVAILABLE HISTONE ANTIBODIES BY PEPTIDE MICROARRAY. THIS RECENTLY ANNOUNCED DATABASE HAS AN INTERACTIVE WEB PORTAL AND PROVIDES A VALUABLE RESOURCE FOR RESEARCHERS WHO USE THESE ANTIBODIES AS DETECTION REAGENTS (ROTHBART ET AL., MOLECULAR CELL 59(3): 502-511). |
| FORM 990, PART III, LINE 4C | LINE 4C - PROGRAM SERVICE ACTIVITY #3 CENTER FOR NEURODEGENERATIVE SCIENCE THE CENTER FOR NEURODEGENERATIVE SCIENCE WAS ESTABLISHED IN 2011 UNDER PATRIK BRUNDIN, M.D., PH.D., WHO IS ALSO ASSOCIATE DIRECTOR OF VARI. THE CENTER CURRENTLY HAS SIX LABORATORIES STUDYING PARKINSON'S DISEASE, AGING, PRIONS, AND THE RELATIONSHIP BETWEEN DEPRESSION, SUICIDE, AND BRAIN INFLAMMATION. ONE NEW FACULTY MEMBER, GARHARD COETZEE, PH.D., JOINED THE CENTER IN 2015. CENTER RESEARCHERS IN 2015 RECEIVED NEW R13 AND R01 AWARDS THE NATIONAL INSTITUTES OF HEALTH, A NEW AWARD FROM THE CURE PARKINSON'S TRUST, AND A POSTDOCTORAL FELLOWSHIP GRANT FROM THE AMERICAN PARKINSON DISEASE ASSOCIATION. TWO NEW RESEARCH CONTRACTS WERE SIGNED WITH PRIVATE FIRMS. VARI CONTINUES THE LINKED CLINICAL TRIALS INITIATIVE BEGUN IN 2014 WITH THE CURE PARKINSON'S TRUST, A UK-BASED RESEARCH CHARITY, TO IDENTIFY NEW TREATMENTS FOR PARKINSON'S DISEASE. THE COLLABORATION FOCUSES ON REPOSITIONING MEDICATIONS APPROVED TO TREAT OTHER DISEASES THAT ALSO HAVE PROMISE FOR TREATING PARKINSON'S DISEASE. THE LCT INITIATIVE COULD SIGNIFICANTLY REDUCE THE TIME AND COST OF MOVING NEW PARKINSON'S TREATMENTS FROM THE LAB TO CLINICAL USE. OUR STUDIES OF PARKINSON'S DISEASE INCLUDE A PROJECT ON THE ENGRAILED GENE. POLYMORPHISMS IN THE HUMAN ENGRAILED1 (EN1) GENE ARE ASSOCIATED WITH SPORADIC PARKINSON'S DISEASE. THE RESEARCH HAS FOUND EARLY TERMINAL DEFECTS IN THE DOPAMINERGIC NIGROSTRIATAL PATHWAY IN EN1+/- MICE. SUCH HETEROZYGOUS MICE SHOULD BE USEFUL IN UNCOVERING NEW KEYS TO PD PATHOGENESIS (NORDSTROM ET AL., NEUROBIOLOGY OF DISEASE 73(1): 70-82). ANOTHER STUDY HAS DEVELOPED A MODEL CELL CULTURE SYSTEM FOR MONITORING THE TRANSFER OF THE PROTEIN ALPHA-SYNUCLEIN BETWEEN CELLS. THIS PROVIDES RESEARCHERS WITH A TOOL FOR IDENTIFYING GENETIC MODIFIERS OR SMALL MOLECULES THAT CAN INHIBIT SUCH TRANSFER (REYES ET AL., NEUROBIOLOGY OF DISEASE 77: 266-275). A THIRD PROJECT STUDIED HOW SMALL VESICLES CALLED EXOSOMES CAN ACCELERATE THE AGGREGATION OF ALPHA-SYNUCLEIN PROTEIN. THE RESULTS SHOWED THAT EXOSOMES PROVIDE A CATALYTIC ENVIRONMENT FOR ACCELERATING THE AGGREGATION OF ALPHA-SYNUCLEIN AND THAT THE GANGLIOSIDE LIPIDS GM1 AND GM3 ARE IMPORTANT IN THE PROCESS (GREY ET AL., JOURNAL OF BIOLOGICAL CHEMISTRY 290(5): 2969-2982). A STUDY OF QUINONE-PROTEIN ADDUCTS IN THE SUBSTANTIA NIGRA FOUND THAT THE ENZYMATIC ACTIVITY OF TWO DEHYDROGENASE ENZYMES, LDH AND MDH, CAN BE COMPROMISED BY MODIFICATION OF THE QUINONE. THIS RESULT SUGGESTS THAT IMPAIRMENT OF ENERGY METABOLISM IS IMPORTANT IN THE VULNERABILITY OF AGED DOPAMINERGIC NEURONS TO PARKINSON'S DISEASE (YU ET AL., EXPERIMENTAL NEUROLOGY 271: 13-24). THE PARK9 GENE CAN PROTECT AGAINST ALPHA-SYNUCLEIN-INDUCED TOXICITY IN CELLULAR AND INVERTEBRATE MODELS OF PD, AND IT IS EXPRESSED AT A MODESTLY INCREASED LEVEL IN THE CINGULATE CORTEX OF PARKINSON'S DISEASE PATIENTS. HOWEVER, IN A RODENT MODEL, RESEARCH SHOWED A LACK OF PARK9-MEDIATED PROTECTION AGAINST ALPHA-SYNUCLEIN-INDUCED NEUROTOXICITY (DANIEL ET AL., NEUROBIOLOGY OF DISEASE 73(1): 229-243). THE LRRK2 PROTEIN CARRYING THE G2019S MUTATION PRODUCES NEUROTOXICITY IN THE BRAIN STRIATUM. A FURTHER MUTATION TO THE LRRK2 GENE THAT INACTIVATES THE PROTEIN'S KINASE ACTIVITY ELIMINATED THE TOXIC EFFECTS, SUGGESTING THAT KINASE INHIBITORS MAY HAVE POTENTIAL AS A THERAPEUTIC APPROACH TO PARKINSON'S DISEASE (TSIKA ET AL., NEUROBIOLOGY OF DISEASE 77: 49-61). ANOTHER VARI PROJECT STUDIED THE PATHOGENIC PROPERTIES OF SYNTHETICALLY GENERATED PRION (REC-PRION). THE REC-PRION HAS A TITRATABLE INFECTIVITY AND CAN CAUSE PRION DISEASE VIA ROUTES OTHER THAN DIRECT INTRACEREBRAL CHALLENGE. THE REC-PRION DISEASE IS PATHOGENICALLY AND PATHOLOGICALLY IDENTICAL TO NATURALLY OCCURRING, CONTAGIOUS, TRANSMISSIBLE SPONGIFORM ENCEPHALOPATHIES (WANG ET AL., PLOS PATHOGENS 11(7): E1004958). BECAUSE AGING IS THE GREATEST RISK FACTOR FOR THE DEVELOPMENT OF PARKINSON'S DISEASE (PD), CHANGES DURING THE AGING PROCESS MAY MAKE CELLS SUSCEPTIBLE TO DISEASE-CAUSING MUTATIONS THAT ARE TOLERATED AT YOUNGER AGES. IN A C. ELEGANS WORM MODEL, THE DAF-2 MUTATION INCREASED THE LIFE SPAN OF WORMS BEARING PD-RELATED MUTATIONS AND RESCUED THE DEGENERATION OF DOPAMINE NEURONS. THIS STUDY SUGGESTS THAT SLOWING THE AGING PROCESS MAY BE AN EFFECTIVE TREATMENT FOR PD (COOPER ET AL., NPJ PARKINSON'S DISEASE 1: 15022). ANOTHER STUDY IN C. ELEGANS SHOWED THAT THE LOCATION OF REACTIVE OXYGEN SPECIES (ROS) CAUSES DIFFERENT EFFECTS ON THE ORGANISM'S LIFE SPAN. HIGHER LEVELS OF ROS IN MITOCHONDRIA INCREASE LIFE SPAN, WHILE HIGHER LEVELS IN THE CYTOPLASM DECREASE IT. THIS KNOWLEDGE MAY EVENTUALLY BE USED TO PROMOTE LONGEVITY, AS WELL AS TO UNDERSTAND THE ROLE OF ROS IN AGE-RELATED CONDITIONS SUCH AS PARKINSON'S DISEASE (SCHAAR ET AL., PLOS GENETICS 11(2): E1004972). VARI PUBLISHED SEVERAL REPORTS ON DEPRESSION, SUICIDAL BEHAVIOR, AND BRAIN INFLAMMATION IN 2015 THAT MAY PROVIDE NEW THERAPEUTIC APPROACHES FOR MANAGING SUICIDAL BEHAVIOR. ONE STUDY SUGGESTS THAT THE MACROPHAGE MIGRATION INHIBITORY PROTEIN IS INVOLVED IN DEPRESSIVE-LIKE SYMPTOMS, POSSIBLY THROUGH INTERFERON-GAMMA EFFECTS ON DOPAMINE METABOLISM. THE EFFECTS MAY BE SEX-SPECIFIC (BAY-RICHTER ET AL., JOURNAL OF NEUROINFLAMMATION 12: 163). ANOTHER STUDY FOUND THAT AGGRESSION AND IMPULSIVITY ARE ASSOCIATED WITH LATENT INFECTION BY TOXOPLASMA GONDII PARASITES AND THAT THERE ARE GENDER- AND AGE-SPECIFIC DIFFERENCES IN THESE TRAITS. SUBSEQUENT STUDIES OF THE TRAITS MAY PROVIDE ADVANCES IN PROGNOSIS AND THERAPY FOR INFECTED INDIVIDUALS (COOK ET AL., JOURNAL OF PSYCHIATRIC RESEARCH 60: 87-94) BASED ON A COMPREHENSIVE LITERATURE REVIEW, THE EFFECTS OF BRAIN INFLAMMATION ON SUICIDAL BEHAVIOR MAY BE IN PART MEDIATED BY KYNURENINE PATHWAY COMPONENTS (BRUNDIN ET AL., ACTA PSYCHIATRICA SCANDINAVICA 132(3): 192-203). A SEPARATE STUDY FOUND DYSREGULATION OF KYNURENINE METABOLISM IN DEPRESSED AND SUICIDAL PATIENTS. HIGHER CONCENTRATIONS OF INFLAMMATORY CYTOKINES IN THE CEREBROSPINAL FLUID WERE ASSOCIATED WITH MORE-SEVERE SYMPTOMS. THE GLUTAMATE N-METHYL-D-ASPARTATE (NMDA) RECEPTOR MAY BE A TARGET FOR DEVELOPING NOVEL THERAPIES (BAY-RICHTER ET AL., BRAIN, BEHAVIOR, AND IMMUNITY 43: 110-117). A THIRD STUDY FOUND THAT MAJOR DEPRESSIVE DISORDER WAS NOT ASSOCIATED WITH HIGHER PLASMA LEVELS OF KYNURENINE PATHWAY MARKERS IN PATIENTS RECEIVING CYTOKINE THERAPY FOR DEPRESSION, SUGGESTING A DIFFERENT MECHANISM FROM THAT OF INTERFERON-INDUCED DEPRESSION (DAHL ET AL., PSYCHONEUROENDOCRINOLOGY 56: 12-22). |
| FORM 990, PART IX, COLUMN D | FUNDRAISING EXPENSES AT VARI WERE INCURRED TO SUPPORT THE MISSION OF THE RESEARCH INSTITUTE THROUGH DONOR SOLICITATION, GRANT SOLICITATION AND EXTRAMURAL PROPOSAL PREPARATION. |
| FORM 990, PART X, LINE 33 | VARI NET ASSETS ARE CONSIDERED ON A CONSOLIDATED BASIS WITH VAN ANDEL INSTITUTE (VAI), VAN ANDEL EDUCATION INSTITUTE (VAEI), AND RELATED PARTIES. ON A CONSOLIDATED BASIS, NET ASSETS ARE $1,312,631,000 PER AUDITED FINANCIAL STATEMENTS. THE NEGATIVE NET ASSET BALANCE AT VARI IS DUE TO VAI FUNDING EXPENSES ON A CASH BASIS AND THE UNREALIZED LOSS RECORDED IN ASSOCIATION WITH THE INTEREST RATE SWAP. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| VAI INNOVATIONS LLC | |||||||||
| 333 BOSTWICK AVENUE NE | GRAND RAPIDS | MI | 495032518 | 522000823 | LICENSING INTELLECTUAL PROPERTY OF VARI | MI | $0 | $0 | VAN ANDEL RESEARCH INSTITUTE |
| BOSTWICK EVENT MANAGEMENT | |||||||||
| 333 BOSTWICK AVENUE NE | GRAND RAPIDS | MI | 495032518 | 522000823 | EVENT MANAGEMENT | MI | $5,409 | $118,199 | VAN ANDEL RESEARCH INSTITUTE |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VAN ANDEL INSTITUTE | |||||||||||
| 333 BOSTWICK AVENUE NE | GRAND RAPIDS | MI | 495032518 | 522000820 | SUPPORTING ORGANIZATION FOR VARI AND VAEI | MI | 501(C)(3) | 11C | N/A | 0 | |
| VAN ANDEL EDUCATION INSTITUTE | |||||||||||
| 333 BOSTWICK AVENUE NE | GRAND RAPIDS | MI | 495032518 | 522000824 | OPERATING A SCIENCE EDUCATION PROGRAM | MI | 501(C)(3) | 2 | Yes (1) | VAN ANDEL INSTITUTE | |
| VAN ANDEL INSTITUTE GRADUATE SCHOOL | |||||||||||
| 333 BOSTWICK AVENUE NE | GRAND RAPIDS | ME | 495032518 | 203340886 | OPERATING A GRADUATE SCHOOL | MI | 501(C)(3) | 2 | Yes (1) | VAN ANDEL EDUCATION INSTITUTE | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (16 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| VAN ANDEL INSTITUTE | ||
| C | $37,825,510 | ACTUAL AMOUNT PAID |
| VAN ANDEL INSTITUTE | ||
| E | $42,710,000 | TOTAL RECORDED |
| VAN ANDEL INSTITUTE | ||
| N | $315,668 | ALLOCATION BASED ON SQ. FOOTAGE |
| VAN ANDEL INSTITUTE | ||
| P | $386,216 | ACTUAL AMOUNT PAID |
| VAN ANDEL INSTITUTE | ||
| N | $173,843 | ALLOCATION BASED ON EFFORT |
| VAN ANDEL INSTITUTE | ||
| O | $1,167,918 | ALLOCATION BASED ON EFFORT |
| VAN ANDEL EDUCATION INSTITUTE | ||
| P | $97,741 | ACTUAL AMOUNT PAID |
| VAN ANDEL EDUCATION INSTITUTE | ||
| Q | $377,733 | ACTUAL AMOUNT RECEIVED |
| VAN ANDEL EDUCATION INSTITUTE | ||
| O | $73,350 | APPORTIONED FY15 COMPENSATION |
| VAN ANDEL EDUCATION INSTITUTE | ||
| N | $40,815 | ALLOCATION BASED ON EFFORT |
| VAN ANDEL EDUCATION INSTITUTE | ||
| O | $274,207 | ALLOCATION BASED ON EFFORT |
| VAN ANDEL INSTITUTE GRADUATE SCHOOL | ||
| N | $19,652 | ALLOCATION BASED ON EFFORT |
| VAN ANDEL INSTITUTE GRADUATE SCHOOL | ||
| N | $177,563 | ALLOCATION BASED ON SQ. FOOTAGE |
| VAN ANDEL INSTITUTE GRADUATE SCHOOL | ||
| Q | $170,565 | ACTUAL AMOUNT RECEIVED |
| VAN ANDEL INSTITUTE GRADUATE SCHOOL | ||
| O | $132,025 | ALLOCATION BASED ON EFFORT |
| VAN ANDEL INSTITUTE | ||
| Q | $4,044,233 | ACTUAL AMOUNT PAID |