PALO ALTO VETERANS INSTITUTE FOR RESEARCH: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- PALO ALTO VETERANS INSTITUTE FOR RESEARCH (EIN 77-0207331)
- Tax period
- 2013-10-01 to 2014-09-30
- Filed
- 2015-04-13
- IRS object ID
- 201501039349301100
- Schema version
- 2013v4.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-04-13T17:44:56-05:00 | ReturnTs |
| Tax Period End | 2014-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 SECOND STREET SUITE 900 | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94105 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770207331 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PALO ALTO VETERANS INSTITUTE FOR RESEARCH | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PALO | BusinessNameControlTxt |
| Phone | 6508583970 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3801 MIRANDA AVENUE | AddressLine1 |
| City | PALO ALTO | City |
| State | CA | State |
| ZIP Code | 94304 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KERSTIN LYNAM | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 6508583970 | PhoneNum |
| Signature | 2015-04-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD CROGHAN | PreparerPersonNm |
| PTIN | P00089862 | PTIN |
| Phone | 4159561500 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KERSTIN LYNAM | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3801 MIRANDA AVENUE | AddressLine1 |
| City | PALO ALTO | City |
| State | CA | State |
| ZIP Code | 94304 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $24,249,138 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.PAVIR.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1988 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | RESEARCH & EDUCATION TOWARD DISCOVERY OF INNOVATIVE HEALTH SOLUTIONS FOR VETERANS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 3 | VotingMembersIndependentCnt |
| Total Employee | 291 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $19,890,790 | PYContributionsGrantsAmt |
| CY Contributions Grants | $22,064,702 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,041,179 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,134,015 | CYProgramServiceRevenueAmt |
| PY Investment Income | $13,272 | PYInvestmentIncomeAmt |
| CY Investment Income | $17,978 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $32,443 | CYOtherRevenueAmt |
| PY Total Revenue | $22,945,241 | PYTotalRevenueAmt |
| CY Total Revenue | $24,249,138 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $13,210,713 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $13,407,114 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $9,386,194 | PYOtherExpensesAmt |
| CY Other Expenses | $10,902,541 | CYOtherExpensesAmt |
| PY Total Expenses | $22,596,907 | PYTotalExpensesAmt |
| CY Total Expenses | $24,309,655 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $348,334 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$60,517 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $8,188,268 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,621,232 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,468,396 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,959,987 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,719,872 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,661,245 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $953,158 | ExpenseAmt |
| Desc | TESTING POTENTIAL DRUG TREATMENTS TO FIGHT THE PROGRESSION OF ALZHEIMERS DISEASE ALZHEIMERS DISEASE IS A NEURODEGENERATIVE DISEASE THAT LEADS TO PROGRESSIVE COGNITIVE DYSFUNCTION AND AFFECTS INCREASING NUMBERS OF VETERANS. CURRENT KNOWLEDGE OF THE PROCESSES LEADING TO THIS TERRIBLE DISEASE ARE STILL LIMITED, AND NO EFFECTIVE TREATMENTS ARE AVAILABLE. STUDIES FROM DR. WYSS-CORAYS LABORATORY, SUPPORTED BY PAVIR, HAVE SHOWN EARLY SUCCESSES IN MANIPULATING ONE OF THE UNDERLYING PROCESSES CONTRIBUTING TO THE DEVELOPMENT OF ALZHEIMERS DISEASE. THE LABORATORY HAS GENERATED A NEW DRUG WHICH CAN IMPROVE LEARNING AND MEMORY IN CONTEXT OF ALZHEIMERS DISEASE IN A LABORATORY SETTING, WHICH IS CURRENTLY BEING ADVANCED FOR FIRST USE IN HUMANS. WHILE STILL IN THE EARLY STAGES, THIS GROUND BREAKING RESEARCH OFFERS NEW OPPORTUNITIES FOR THE FIGHT AGAINST THIS TERRIBLE DISEASE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $907,147 | ExpenseAmt |
| Desc | TREATING PTSD IN DIVERSE POPULATIONSPOST TRAUMATIC STRESS DISORDER (PTSD) IS TYPICALLY THOUGHT OF AS AFFLICTING RETURNING MILITARY AND VETERANS WHO HAVE ENDURED EXTREME WARTIME STRESSORS THAT CHALLENGE THEIR VALUE SYSTEM AND MENTAL HEALTH. BUT PTSD IS MUCH MORE PREVALENT AND IS MORE VARIED THAN THAT. MANY INDIVIDUALS WHO SUFFER FROM PTSD HAVE NO TIES TO THE MILITARY AND DEVELOP PTSD AS A RESULT OF CIVILIAN VIOLENCE IN THE COMMUNITY, IN THE FAMILY AND IN INTIMATE RELATIONSHIPS AND SEEK TREATMENT IN COMMUNITY MENTAL HEALTH SETTINGS. IN ADDITION, MANY VETERANS SEEK THEIR CARE OUTSIDE OF THE VA. THIS IS WHY IT IS IMPORTANT TO EVALUATE THE EFFECTIVENESS OF AN EVIDENCE BASED PTSD TREATMENT THAT INCLUDES FLEXIBLE DELIVERY STRATEGIES FOR DIFFERENT CIRCUMSTANCES IN THE CONTEXT OF THE BROADER COMMUNITY. IN THIS PAVIR ADMINISTERED STUDY, DR. CLOITRE AND HER RESEARCH TEAM WILL ASSESS THE EFFECTIVENESS OF A TREATMENT REFINED HERE IN PALO ALTO, AGAINST THE TREATMENT AS USUAL (TAU) IN THE CONTEXT OF EVERY DAY CLINICAL CARE IN COMMUNITY MENTAL HEALTH SETTINGS. THIS IS AN ACTIVE PROJECT AND MANY STUDY PARTICIPANTS HAVE BEEN ENROLLED TO BENEFIT FROM THIS NOVEL AND FLEXIBLE CARE OPTION. ONCE THE STUDY IS COMPLETED, RESULTS WILL BE PUBLISHED AT NATIONAL MENTAL HEALTH CONFERENCES AND IN SCIENTIFIC JOURNALS SO MORE CLINICIANS CAN LEARN FROM AND IMPLEMENT WHAT WORKS BEST TO TREAT PTSD. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $631,248 | ExpenseAmt |
| Revenue | $624,616 | RevenueAmt |
| Desc | DEFENSE AND VETERANS BRAIN INJURY CENTER (DVBIC)THE DEFENSE AND VETERANS BRAIN INJURY CENTER (DVBIC) IS A KEY COMPONENT OF THE U.S. MILITARY HEALTH SYSTEM. SPECIFICALLY, IT FUNCTIONS AS THE TRAUMATIC BRAIN INJURY (TBI) OPERATIONAL COMPONENT OF THE DEFENSE CENTERS OF EXCELLENCE FOR PSYCHOLOGICAL HEALTH AND TRAUMATIC BRAIN INJURY (DCOE). FOUNDED IN 1992 BY CONGRESS, DVBICS RESPONSIBILITIES HAVE GROWN AS ITS MULTI-SITE NETWORK COMPRISING CLINICAL RESEARCH, EDUCATION/OUTREACH AND CARE COORDINATION/TREATMENT HAS EXPANDED TO 11 MILITARY TREATMENT FACILITIES AND 5 VETERANS AFFAIRS (VA) HOSPITALS. DVBICS MISSION IS TO ASSIST THE DEPARTMENT OF DEFENSE (DOD) AND VA IN OPTIMIZING CARE FOR ACTIVE DUTY MILITARY, THEIR BENEFICIARIES, AND VETERANS WHO HAVE SUSTAINED A TBI AT HOME AND IN THE DEPLOYED SETTING, THROUGH STATE-OF-THE-ART CLINICAL CARE, INNOVATIVE CLINICAL RESEARCH INITIATIVES, EDUCATIONAL PROGRAMS, AND SUPPORT FOR FORCE HEALTH PROTECTION SERVICES. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $18,395,224 | ExpenseAmt |
| Revenue | $1,509,399 | RevenueAmt |
| Desc | PAVIRS MEDICAL RESEARCH FOCUSES ON ADVANCING THE HEALTH OF OUR NATIONS VETERANS, BUT OUR EFFORTS RESULT IN HEALTH CARE IMPROVEMENTS AND INNOVATIONS FOR SOCIETY AT LARGE. PAVIR IS PRIVILEGED TO WORK WITH VETERANS, AS WELL AS A LARGE COMMUNITY OF UNIQUELY TALENTED MEDICAL RESEARCHERS. THE RANGE OF RESEARCH ACTIVITIES IS BROAD AND INCLUDES SPECIAL EMPHASIS ON-CARDIOVASCULAR MEDICINE,-CANCER,-MENTAL HEALTH - INCLUDING TRAUMATIC BRAIN INJURY (TBI) AND POST TRAUMATIC STRESS DISORDER (PTSD),-CHRONIC INFLAMMATORY DISEASE, AND-STEM CELL/REGENERATIVE MEDICINEADDITIONALLY, GENOMIC MEDICINE IS A MAJOR OVERARCHING INTEREST IN OUR PURSUIT OF HEALTH IMPROVEMENTS FOR VETERANS. DURING FY14, PAVIR SUPPORTED MORE THAN 200 MEDICAL RESEARCH PROJECTS CONDUCTED BY MORE THAN 100 RESEARCHERS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $18,395,224 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $1,509,399 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $20,886,777 | 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 | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 42 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 291 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 3 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | 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 | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LILY IBRAGIMOV | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6508583970 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3801 MIRANDA AVENUE | AddressLine1 |
| City | PALO ALTO | City |
| State | CA | State |
| ZIP Code | 94304 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| LAWRENCE LEUNG | ||||||||
| STATUTORY VA DIRECTOR | 0.50 | 40.00 | Yes (X) | $0 | $0 | $0 | ||
| ELIZABETH JOYCE FREEMAN | ||||||||
| STATUTORY VA DIRECTOR | 0.50 | 40.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK NICOLLS | ||||||||
| DIRECTOR, SECRETARY/TREASURER | 0.50 | 40.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS RANDO | ||||||||
| DIRECTOR (THROUGH 6/11/14) | 1.00 | 40.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN POLLARD | ||||||||
| STATUTORY VA DIRECTOR | 0.50 | 40.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID CLARK | ||||||||
| DIRECTOR, BOARD CHAIR | 1.00 | 40.00 | Yes (X) | $0 | $0 | $0 | ||
| PHILLIP L JELSMA | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| BARCLAY KAMB | ||||||||
| STATUTORY NON-FEDERAL DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| ROBERTA OKA | ||||||||
| DIRECTOR | 0.50 | 40.00 | Yes (X) | $0 | $0 | $0 | ||
| PHILIP TSAO | ||||||||
| STATUTORY VA DIRECTOR | 0.50 | 40.00 | Yes (X) | $0 | $0 | $0 | ||
| CAROL OLSON | ||||||||
| STATUTORY NON-FEDERAL DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| MARY THORNTON | ||||||||
| COO | 40.00 | $140,574 | $0 | $31,232 | Yes (X) | |||
| DONNA MCCARTNEY | ||||||||
| EXECUTIVE DIRECTOR | 40.00 | $164,275 | $0 | $16,186 | Yes (X) | |||
| KERSTIN LYNAM | ||||||||
| CEO | 40.00 | $106,806 | $0 | $7,460 | Yes (X) | |||
| STEPHANIE HENSEY | ||||||||
| DATABASE ADMINISTRATOR | 40.00 | $136,828 | $0 | $20,625 | Yes (X) | |||
| MAURINO ALBENETYH | ||||||||
| PURCHASING MANAGER | 40.00 | $112,513 | $0 | $15,447 | Yes (X) | |||
| BRIAN ZABEL | ||||||||
| RESEARCH SCIENTIST | 40.00 | $109,619 | $0 | $16,252 | Yes (X) | |||
| LILY IBRAGIMOV | ||||||||
| CONTROLLER | 40.00 | $114,648 | $0 | $17,869 | Yes (X) | |||
| BRIAN DOHERTY | ||||||||
| IT MANAGER | 40.00 | $134,388 | $0 | $16,003 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,019,651 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $141,074 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 12 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KONO CONSULTING INC | BusinessNameLine1 |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 268 BUSH STREET 429 | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94104 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | SOFTWARE CONSULTING | ServicesDesc |
| Compensation | $101,382 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $20,073,081 | GovernmentGrantsAmt |
| All Other Contributions | $1,991,621 | AllOtherContributionsAmt |
| Noncash Contributions | $21,743 | NoncashContributionsAmt |
| Total Contributions | $22,064,702 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MEDICAL RESEARCH | 541700 | $1,479,192 | $1,479,192 |
| GOVT FEES & CONTRACTS | 541700 | $654,823 | $654,823 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,134,015 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,978 | TotalRevenueColumnAmt |
| Exclusion | $17,978 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUES | Desc |
| Business | 541700 | BusinessCd |
| Total Revenue Column | $32,443 | TotalRevenueColumnAmt |
| Exclusion | $32,443 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $32,443 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $24,249,138 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,134,015 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $50,421 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $448,074 | TotalAmt |
| Management And General | $448,074 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,504,114 | TotalAmt |
| Program Services | $9,134,326 | ProgramServicesAmt |
| Management And General | $1,369,788 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $595,941 | TotalAmt |
| Program Services | $481,502 | ProgramServicesAmt |
| Management And General | $114,439 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,145,761 | TotalAmt |
| Program Services | $977,437 | ProgramServicesAmt |
| Management And General | $168,324 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $713,224 | TotalAmt |
| Program Services | $603,019 | ProgramServicesAmt |
| Management And General | $110,205 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,925 | TotalAmt |
| Program Services | $478 | ProgramServicesAmt |
| Management And General | $62,447 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,700 | TotalAmt |
| Management And General | $85,700 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,201,564 | TotalAmt |
| Program Services | $1,776,163 | ProgramServicesAmt |
| Management And General | $425,401 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,433 | TotalAmt |
| Program Services | $60,637 | ProgramServicesAmt |
| Management And General | $12,796 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $655,222 | TotalAmt |
| Program Services | $310,474 | ProgramServicesAmt |
| Management And General | $344,748 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $139,537 | TotalAmt |
| Program Services | $127,458 | ProgramServicesAmt |
| Management And General | $12,079 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $186,382 | TotalAmt |
| Program Services | $186,382 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $239,547 | TotalAmt |
| Program Services | $207,585 | ProgramServicesAmt |
| Management And General | $31,962 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $227,531 | TotalAmt |
| Program Services | $220,981 | ProgramServicesAmt |
| Management And General | $6,550 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,189 | TotalAmt |
| Management And General | $38,189 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| RESEARCH MATERIAL COSTS | $3,106,032 | $3,103,689 | $2,343 |
| PERSONNEL COST | $1,709,950 | $1,539,164 | $170,786 |
| SUBRECIPIENTS | $1,580,255 | $1,580,255 | |
| EQUIPMENT RENTAL & MAIN | $414,653 | $406,937 | $7,716 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $181,621 | TotalAmt |
| Program Services | $170,290 | ProgramServicesAmt |
| Management And General | $11,331 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,309,655 | TotalAmt |
| Program Services | $20,886,777 | ProgramServicesAmt |
| Management And General | $3,422,878 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,598,943 | BOYAmt |
| EOY | $1,019,700 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,133,822 | BOYAmt |
| EOY | $3,568,124 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,584,905 | BOYAmt |
| EOY | $3,111,896 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $95,717 | BOYAmt |
| EOY | $48,485 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,281,391 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,414,964 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $768,281 | BOYAmt |
| EOY | $866,427 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,600 | BOYAmt |
| EOY | $6,600 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,188,268 | BOYAmt |
| EOY | $8,621,232 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $538,016 | BOYAmt |
| EOY | $769,292 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $679,601 | BOYAmt |
| EOY | $859,922 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,250,779 | BOYAmt |
| EOY | $1,330,773 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,468,396 | BOYAmt |
| EOY | $2,959,987 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,097,934 | BOYAmt |
| EOY | $4,815,714 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $621,938 | BOYAmt |
| EOY | $845,531 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,719,872 | BOYAmt |
| EOY | $5,661,245 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,188,268 | BOYAmt |
| EOY | $8,621,232 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$60,517 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,890 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Medical Research Organization | Yes (X) | MedicalResearchOrganizationInd |
Hospital Name And Address HospitalNameAndAddressGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VA PALO ALTO HEALTH CARE SYSTEM | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | Yes (1) | GrantsOtherOrganizationsInd |
| Grants Other Organizations | $435 | GrantsOtherOrganizationsAmt |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $435 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | OUR ORGANIZATION PAID MEMBERSHIP DUES TO THE NATIONAL ASSOCIATION OF VETERANS RESEARCH AND EDUCATION FOUNDATIONS (NAVREF). THE REPORTED FIGURE IS THE PORTION OF THOSE DUES WHICH NAVREF ESTIMATES WENT TOWARD ITS LOBBYING ACTIVITIES. | ExplanationTxt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,281,391 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,414,964 | DepreciationAmt |
| Book Value | $866,427 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $866,427 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| PAYROLL PAYABLE | $563,999 |
| ACCRUED VACATION | $597,222 |
| OTHER ACCRUED LIABILITIES | $169,552 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,330,773 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $24,251,028 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,890 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $1,890 | RevenueNotReportedAmt |
| Revenue Subtotal | $24,249,138 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $24,249,138 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $24,309,655 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $24,309,655 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $24,309,655 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | PALO ALTO VETERANS INSTITUTE FOR RESEARCH IS A NONPROFIT CORPORATION EXEMPT FROM FEDERAL INCOME TAX UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND STATE INCOME TAX UNDER CALIFORNIA REVENUE AND TAXATION CODE SECTION 23701D. THE ORGANIZATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER IRC SECTION 170(B)(1)(A)(III) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(1). AS OF SEPTEMBER 30, 2014, THE ORGANIZATION HAD NO UNRECOGNIZED TAX BENEFITS OR UNCERTAIN TAX POSITIONS REQUIRING ACCRUAL. THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN PROVIDED IN THE FINANCIAL STATEMENTS. WITH FEW EXCEPTIONS, THE ORGANIZATION IS NO LONGER SUBJECT TO THE UNITED STATES FEDERAL OR STATE LOCAL INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR FISCAL YEARS BEFORE 2009. | 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 |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARY THORNTON | ||||||||||||||
| COO | $137,574 | $0 | $3,000 | $0 | $0 | $0 | $15,418 | $0 | $15,814 | $0 | $171,806 | $0 | $0 | $0 |
| DONNA MCCARTNEY | ||||||||||||||
| EXECUTIVE DIRECTOR | $139,275 | $0 | $25,000 | $0 | $0 | $0 | $16,186 | $0 | $0 | $0 | $180,461 | $0 | $0 | $0 |
| STEPHANIE HENSEY | ||||||||||||||
| DATABASE ADMINISTRATOR | $136,828 | $0 | $0 | $0 | $0 | $0 | $13,891 | $0 | $6,734 | $0 | $157,453 | $0 | $0 | $0 |
| BRIAN DOHERTY | ||||||||||||||
| IT MANAGER | $134,388 | $0 | $0 | $0 | $0 | $0 | $13,768 | $0 | $2,235 | $0 | $150,391 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | ONE OF THE BOARD MEMBERS USED THE UNITED BUSINESS FIRST (R) CLASS WHEN HE FLEW TO A CONFERENCE IN MELBOURNE, AUSTRALIA. PAVIR SUPPORT FOR TRAVEL POLICY ALLOWS USE OF UPGRADED SERVICE FOR MORE THAN 8 HOURS FLIGHT DURATION AND INVOLVING INTERNATIONAL TRAVEL. |
| PART I, LINE 4A | MAURINO ALBENETYH, ONE OF OUR HIGHEST COMPENSATED EMPLOYEES, WAS PAID SEVERANCE PAY IN MARCH 2014. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 990, PART III, LINE 1 | MISSION STATEMENT: THE MISSION OF THE PALO ALTO VETERANS INSTITUTE FOR RESEARCH (PAVIR) IS TO FACILITATE RESEARCH AND EDUCATION CONDUCTED AT THE VA PALO ALTO HEALTH CARE SYSTEM (VAPAHCS). PAVIR'S MEDICAL RESEARCH AND EDUCATION ACTIVITIES ARE AIMED AT TRANSLATING INNOVATIONS INTO HEALTH IMPROVEMENTS FOR VETERANS. PAVIR WORKS WITH MORE THAN 100 RESEARCHERS WHOSE STUDIES SPAN THE INVESTIGATION OF DISEASES IN THE LABORATORY, TO TESTING NEW DRUG TREATMENTS, TO DEVELOPING IMPROVED MODELS OF HEALTH CARE DELIVERY. PAVIR'S MEDICAL RESEARCH COVERS MENTAL HEALTH INCLUDING CHALLENGES SUCH AS POST TRAUMATIC STRESS DISCORDER AND TRAUMATIC BRAIN INJURY, GERIATRIC MEDICINE, REHABILITATION, STEM CELL/REGENERATIVE MEDICINE, AND OTHER MEDICAL SPECIALTIES. IN ADDITION TO OUR RESEARCHERS APPOINTMENTS AT THE VAPAHCS, MOST HOLD DUAL APPOINTMENTS AT THE STANFORD UNIVERSITY SCHOOL OF MEDICINE. OUR RESEARCHERS ARE RECOGNIZED IN THEIR FIELD OF SCIENTIFIC INVESTIGATIONS, AND HAVE RECEIVED NUMEROUS NATIONAL AND INTERNATIONAL PRESTIGIOUS AWARDS. |
| FORM 990, PART VI, SECTION A, LINE 8B | IN ACCORDANCE WITH THE BYLAWS THE BOARD HAS PREPARED MINUTES THAT ARE APPROVED BY ALL MEMBERS DOCUMENTING ITS ACTIONS. STANDING COMMITTES ARE NOT AUTHORIZED TO ACT ON BEHALF OF THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM IS PROVIDED TO ALL BOARD MEMBERS FOR THEIR REVIEW AND COMMENT AT A BOARD MEETING. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH YEAR, PAVIR'S DIRECTORS AND OFFICERS MUST REVIEW PAVIR'S CONFLICT OF INTEREST POLICY AND COMPLETE AND SIGN A CONFLICT OF INTEREST DISCLOSURE QUESTIONNAIRE, DISCLOSING ANY POTENTIAL AREAS OF CONFLICT OF INTEREST OCCURRING DURING THE PRECEDING 12 MONTHS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE PAVIR HR DIRECTOR CONDUCTED A COMPENSATION STUDY FOR EXECUTIVE POSITIONS, UTILIZING DATA FROM COMPARABLE ORGANIZATIONS BASED ON GEOGRAPHY, INDUSTRY AND REVENUE. THE STUDY WAS PRESENTED TO THE BOARD OF DIRECTORS FOR REVIEW AND APPROVAL. THE BOARD CONVENES AN EXECUTIVE SESSION, DURING WHICH THE COMPENSATION DATA IS USED TO MAKE EXECUTIVE COMPENSATION DECISIONS. WITHIN 60 DAYS OF ANY EXECUTIVE COMPENSATION DECISION, THE BOARD'S DECISION IS DOCUMENTED. DOCUMENTATION INCLUDES THE TERMS AND DATE OF EACH DECISION, NAMES OF MEMBERS PRESENT DURING THE DEBATE AND HOW THOSE PRESENT VOTED. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE AUDITED FINANCIAL STATEMENTS, ORGANIZING/GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON WRITTEN REQUEST. |
| FORM 990 PART XII; 2C | AUDIT COMMITTEE: THE PROCESS RELATING TO THE OVERSIGHT OF THE AUDIT HAS BEEN UPDATED AND DOCUMENTED IN THE BOARD APPROVED AUDIT COMMITTEE CHARTER. THE AUDIT COMMITTEE CAN NOW INCLUDE A NON-BOARD MEMBER. |
| FORM 990 PART VII; SCH. J, PART II; SCH. L, PART IV; & SCH. R, PART V, 1N | COMPENSATION FROM RELATED ORGANIZATION: ON 2/27/15 PALO ALTO VETERANS INSTITUTE FOR RESEARCH WROTE TO EACH OF THE 7 BOARD MEMBERS WHO ARE COMPENSATED BY THE VA PALO ALTO HEALTH CARE SYSTEM REQUESTING PERMISSION TO OBTAIN HIS/HER COMPENSATION INFORMATION FOR THE TAX YEAR ENDING 12/31/2013. IN RESPONSE, ALL BOARD MEMBERS DECLINED IN WRITING TO PROVIDE THEIR COMPENSATION INFORMATION. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VA PALO ALTO HEALTH CARE SYSTEM | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3801 MIRANDA AVENUE | AddressLine1 |
| City | PALO ALTO | City |
| State | CA | State |
| ZIP Code | 94304 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941179505 | EIN |
| Primary Activities | TEACHING HOSPITAL, PROVIDING A FULL RANGE OF PATIENT CARE SERVICES | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(1) | ExemptCodeSectionTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VA PALO ALTO HEALTH CARE SYSTEM | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | N | TransactionTypeTxt |
| Involved | $145,241 | InvolvedAmt |
| Method Of Amount Determination | FAIR MARKET VALUE | MethodOfAmountDeterminationTxt |