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SANFORD BURNHAM PREBYS MEDICAL DISCOVERY INSTITUTE: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
SANFORD BURNHAM PREBYS MEDICAL DISCOVERY INSTITUTE (EIN 51-0197108)
Tax period
2013-07-01 to 2014-06-30
Filed
2015-05-11
IRS object ID
201501319349300825
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

FieldValueIRS element (for citing)
Return2015-05-11T19:00:39-05:00ReturnTs
Tax Period End2014-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ERNST & YOUNG US LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14370 LA JOLLA VILLAGE DRIVE STE 500AddressLine1
CityLA JOLLACity
StateCAState
ZIP Code92122ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN510197108EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SANFORD-BURNHAM MEDICAL RESEARCH INSTITUTEBusinessNameLine1
FieldValueIRS element (for citing)
In Care Of% GARY F RAISL EDD EVP CAO CFOInCareOfNm
Business Name ControlSANFBusinessNameControlTxt
Phone8586463100PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line110901 NORTH TORREY PINES ROADAddressLine1
Address Line2SuiteAddressLine2
CityLA JOLLACity
StateCAState
ZIP Code92037ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGary F RaislPersonNm
Person TitleEDD EVP CAO CFOPersonTitleTxt
Phone8586463100PhoneNum
Signature2015-05-01SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDEBRA HEISKALAPreparerPersonNm
PTINP00649485PTIN
Phone8586463100PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerPERRY NISEN MD PHDPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line110901 NORTH TORREY PINES RDAddressLine1
CityLA JOLLACity
StateCAState
ZIP Code92037ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$181,591,970GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.SANFORDBURNHAM.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1976FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionSEE SCHEDULE OActivityOrMissionDesc
Voting Members Governing Body24VotingMembersGoverningBodyCnt
Voting Members Independent20VotingMembersIndependentCnt
Total Employee1067TotalEmployeeCnt
Total Volunteers23TotalVolunteersCnt
Total Gross UBI$1,744,431TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$195,599NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$146,497,371PYContributionsGrantsAmt
CY Contributions Grants$146,698,221CYContributionsGrantsAmt
PY Program Service Revenue$1,077,105PYProgramServiceRevenueAmt
CY Program Service Revenue$1,097,834CYProgramServiceRevenueAmt
PY Investment Income$1,074,044PYInvestmentIncomeAmt
CY Investment Income$1,306,528CYInvestmentIncomeAmt
PY Other Revenue$4,061,676PYOtherRevenueAmt
CY Other Revenue$4,765,420CYOtherRevenueAmt
PY Total Revenue$152,710,196PYTotalRevenueAmt
CY Total Revenue$153,868,003CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$79,343,211PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$74,256,935CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$33,225PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$80,888CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$2,213,101CYTotalFundraisingExpenseAmt
PY Other Expenses$69,599,654PYOtherExpensesAmt
CY Other Expenses$68,321,428CYOtherExpensesAmt
PY Total Expenses$148,976,090PYTotalExpensesAmt
CY Total Expenses$142,659,251CYTotalExpensesAmt
PY Revenues Less Expenses$3,734,106PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$11,208,752CYRevenuesLessExpensesAmt
Total Assets BOY$315,253,706TotalAssetsBOYAmt
Total Assets EOY$339,669,216TotalAssetsEOYAmt
Total Liabilities BOY$100,215,489TotalLiabilitiesBOYAmt
Total Liabilities EOY$107,962,212TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$215,038,217NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$231,707,004NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSEE SCHEDULE OMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$121,294,400ExpenseAmt
Revenue$1,475,636RevenueAmt
DescSEE SCHEDULE ODesc
Total Program Service Expenses$121,294,400TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficeYes (true)ForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingYes (true)ProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingYes (true)LoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (true)BusinessRlnWithFamMemInd
Business Rln With Officer EntYes (true)BusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document179IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee1067EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members24GoverningBodyVotingMembersCnt
Independent Voting Member20IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldALStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldAKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldARStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMEStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldRIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldTNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldUTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWVStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonGARY F RAISL EDD EVP CAO CFOPersonNm
Phone8586463100PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line110901 N TORREY PINES ROADAddressLine1
CityLA JOLLACity
StateCAState
ZIP Code92037ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (32 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
BRENT JACOBS
TRUSTEE1.0Yes (X)
JAMES JARDON
TRUSTEE1.0Yes (X)
BERNARD MACHEN
TRUSTEE1.0Yes (X)
HENRY NORDOFF
TRUSTEE1.0Yes (X)
DOUGLAS OBENSHAIN
TRUSTEE1.0Yes (X)
PETER PREUSS
TRUSTEE1.0Yes (X)
ANDREW VITERBI
TRUSTEE1.0Yes (X)
ALLEN WEISS
TRUSTEE1.0Yes (X)
GAYLE WILSON
TRUSTEE1.0Yes (X)
KRISTIINA VUORI MD PHD
INTERIM CEO/PRESIDENT50.0Yes (X)Yes (X)$639,237$0$337,141
GREG LUCIER
TRUSTEE/CHAIRMAN1.0Yes (X)Yes (X)$0$0$0
DAVID DOWN
TRUSTEE1.0Yes (X)$0$0$0
WILLIAM GERHART
TRUSTEE1.0Yes (X)$0$0$0
RASESH THAKKAR
TRUSTEE1.0Yes (X)$0$0$0
LUDER WHITLOCK
TRUSTEE1.0Yes (X)$0$0$0
LORENZO BERHO
TRUSTEE1.0Yes (X)
JAMES BLAIR
TRUSTEE1.0Yes (X)
SHEHAN DISSANAYAKE
TRUSTEE1.0Yes (X)
DANIEL EPSTEIN
TRUSTEE1.0Yes (X)
WAINWRIGHT FISHBURN
TRUSTEE/PART YEAR CHAIRMAN1.0Yes (X)Yes (X)$0$0$0
PAULINE FOSTER
TRUSTEE1.0Yes (X)
PATRICK GERAGHTY
TRUSTEE1.0Yes (X)
ALAN GLEICHER
TRUSTEE1.0Yes (X)
JEANNE HERBERGER
TRUSTEE1.0Yes (X)
GARY F RAISL EDD
EVP/CAO/CFO/TREASURER50.0Yes (X)$450,474$0$57,267
MARGARET DUNBAR JD
SECRETARY/SR DIRECTOR IP50.0Yes (X)$172,290$0$17,562
STUART LIPTON MD PHD
CENTER DIRECTOR50.0$466,329$0$67,015Yes (X)
DANIEL KELLY MD
CNTR DIR./SCI. DIR. AT LK NONA50.0$474,889$0$53,514Yes (X)
CARL WARE PHD
CENTER DIRECTOR, IIDC50.0$362,037$0$48,727Yes (X)
JORGE MOSCAT PHD
PROGRAM DIRECTOR50.0$319,251$0$45,900Yes (X)
DWIGHT TOWLER
PROGRAM DIRECTOR50.0$329,949$0$20,810Yes (X)
JOHN C REED MD PHD
FORMER CEO50.0$404,882$0-$1,373,283Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$3,619,338TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation-$725,347TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K128IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1CityContractorAddress/USAddress/CityStateContractorAddress/USAddress/StateZIP CodeContractorAddress/USAddress/ZIPCodeServicesServicesDescCompensationCompensationAmt
DELOITTE TOUCHE LLP
200 SOUTH ORANGE SUITE 200SAN DIEGOCA92130AUDIT$295,389
STEVEN K BRAUER
2221 CAMINO DEL RIO S SUITE 300SAN DIEGOCA92108Consulting Bus. Dev.$265,335
PABST PATENT GROUP
1545 PEACHTREE ST NE SUITE 320ATLANTAGA30309LEGAL$262,506
DLA PIPER
PO BOX 64029BALTIMOREMD21264LEGAL$252,848
BERMAN PROPERTY MANAGEMENT
721 VERONA STREETKISSIMMEEFL34741JANITORIAL$227,916
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K8CntrctRcvdGreaterThan100KCnt
Fundraising$1,042,655FundraisingAmt
Government Grants$105,679,170GovernmentGrantsAmt
All Other Contributions$39,976,396AllOtherContributionsAmt
Noncash Contributions$0NoncashContributionsAmt
Total Contributions$146,698,221TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescShared Services RevenueDesc
Business541900BusinessCd
Total Revenue Column$1,097,834TotalRevenueColumnAmt
Related Or Exempt Func Income$1,097,834RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$1,097,834TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,142,402TotalRevenueColumnAmt
Exclusion$1,142,402ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$44,824TotalRevenueColumnAmt
Exclusion$44,824ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,368,275TotalRevenueColumnAmt
Exclusion$2,368,275ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$488,652RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$488,652RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$488,652TotalRevenueColumnAmt
Exclusion$488,652ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$27,585,729SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$27,466,427SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$119,302SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$119,302TotalRevenueColumnAmt
Exclusion$119,302ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$43,800FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$1,042,655ContriRptFundraisingEventAmt
Fundraising Direct Expenses$257,540FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$213,740TotalRevenueColumnAmt
Exclusion-$213,740ExclusionAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
RESEARCH541900$1,744,197$0$1,744,197$0
SALE OF REAGENTS541900$69,642$69,642$0$0
SYMPOSIUM FEES900099$117,956$117,956$0$0

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$190,438TotalRevenueColumnAmt
Related Or Exempt Func Income$190,204RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$234UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$2,122,233OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$153,868,003TotalRevenueColumnAmt
Related Or Exempt Func Income$1,475,636RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$1,744,431UnrelatedBusinessRevenueAmt
Exclusion$3,949,715ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$2,287,173TotalAmt
Program Services$537,746ProgramServicesAmt
Management And General$1,749,427ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$194,450TotalAmt
Program Services$0ProgramServicesAmt
Management And General$19,445ManagementAndGeneralAmt
Fundraising$175,005FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$56,135,155TotalAmt
Program Services$47,836,192ProgramServicesAmt
Management And General$7,269,248ManagementAndGeneralAmt
Fundraising$1,029,715FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$3,780,907TotalAmt
Program Services$3,159,424ProgramServicesAmt
Management And General$552,064ManagementAndGeneralAmt
Fundraising$69,419FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$8,426,086TotalAmt
Program Services$7,240,288ProgramServicesAmt
Management And General$1,032,736ManagementAndGeneralAmt
Fundraising$153,062FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$3,433,164TotalAmt
Program Services$2,799,450ProgramServicesAmt
Management And General$556,390ManagementAndGeneralAmt
Fundraising$77,324FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$2,203,331TotalAmt
Program Services$839,961ProgramServicesAmt
Management And General$1,354,785ManagementAndGeneralAmt
Fundraising$8,585FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$584,109TotalAmt
Program Services$52,576ProgramServicesAmt
Management And General$523,346ManagementAndGeneralAmt
Fundraising$8,187FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$399,991TotalAmt
Program Services$0ProgramServicesAmt
Management And General$399,991ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$141,533TotalAmt
Program Services$0ProgramServicesAmt
Management And General$141,533ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$80,888TotalAmt
Fundraising$80,888FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$16,190TotalAmt
Program Services$0ProgramServicesAmt
Management And General$16,190ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$989,957TotalAmt
Program Services$736,041ProgramServicesAmt
Management And General$245,711ManagementAndGeneralAmt
Fundraising$8,205FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$65,538TotalAmt
Program Services$10,843ProgramServicesAmt
Management And General$3,509ManagementAndGeneralAmt
Fundraising$51,186FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$9,173,659TotalAmt
Program Services$8,489,036ProgramServicesAmt
Management And General$594,648ManagementAndGeneralAmt
Fundraising$89,975FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$1,359,158TotalAmt
Program Services$1,068,848ProgramServicesAmt
Management And General$260,042ManagementAndGeneralAmt
Fundraising$30,268FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$13,688,682TotalAmt
Program Services$12,218,346ProgramServicesAmt
Management And General$1,361,494ManagementAndGeneralAmt
Fundraising$108,842FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$679,657TotalAmt
Program Services$576,023ProgramServicesAmt
Management And General$87,670ManagementAndGeneralAmt
Fundraising$15,964FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,312,067TotalAmt
Program Services$975,572ProgramServicesAmt
Management And General$311,403ManagementAndGeneralAmt
Fundraising$25,092FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$3,439,937TotalAmt
Program Services$3,126,514ProgramServicesAmt
Management And General$285,162ManagementAndGeneralAmt
Fundraising$28,261FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$17,374,712TotalAmt
Program Services$15,445,839ProgramServicesAmt
Management And General$1,809,715ManagementAndGeneralAmt
Fundraising$119,158FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$82,695TotalAmt
Program Services$0ProgramServicesAmt
Management And General$82,695ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Research supplies & serv$10,690,315$10,690,315$0$0
Scientific collaborations$5,180,540$5,180,540$0$0
Recruitment$448,679$157,550$290,666$463
Miscellaneous$490,678$153,296$203,880$133,502

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$142,659,251TotalAmt
Program Services$121,294,400ProgramServicesAmt
Management And General$19,151,750ManagementAndGeneralAmt
Fundraising$2,213,101FundraisingAmt

Total Joint Costs TotalJointCostsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,669,367BOYAmt
EOY$4,983,085EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$17,237,397BOYAmt
EOY$25,616,856EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$28,941,590BOYAmt
EOY$19,526,219EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$503,732BOYAmt
EOY$1,614,372EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$1,186,166BOYAmt
EOY$978,037EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$6,113,457BOYAmt
EOY$5,733,753EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$448,178BOYAmt
EOY$175,774EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$8,412,047BOYAmt
EOY$8,222,046EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$294,909,942LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$147,696,345LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$155,094,266BOYAmt
EOY$147,213,597EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$92,491,582BOYAmt
EOY$122,618,621EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$3,155,924BOYAmt
EOY$2,986,856EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$315,253,706BOYAmt
EOY$339,669,216EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$17,867,973BOYAmt
EOY$18,358,963EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$10,516,399BOYAmt
EOY$20,329,985EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$71,831,116BOYAmt
EOY$69,273,264EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$100,215,489BOYAmt
EOY$107,962,212EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$77,369,944BOYAmt
EOY$84,857,756EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$125,635,591BOYAmt
EOY$134,816,566EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$12,032,682BOYAmt
EOY$12,032,682EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$215,038,217BOYAmt
EOY$231,707,004EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$315,253,706BOYAmt
EOY$339,669,216EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$11,208,752ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$5,398,251NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$61,784OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$150,769,181CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$160,093,433CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$156,880,684CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$146,497,371CurrentTaxYearMinus1YearAmt
Current Tax Year$146,698,221CurrentTaxYearAmt
Total$760,938,890TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$150,769,181CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$160,093,433CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$156,880,684CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$146,497,371CurrentTaxYearMinus1YearAmt
Current Tax Year$146,698,221CurrentTaxYearAmt
Total$760,938,890TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$44,359,603SubstantialContributorsTotAmt
Public Support Total170$716,579,287PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,354,102CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,037,946CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,402,201CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,000,400CurrentTaxYearMinus1YearAmt
Current Tax Year$4,044,153CurrentTaxYearAmt
Total$15,838,802TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$144,833CurrentTaxYearMinus1YearAmt
Current Tax Year$195,599CurrentTaxYearAmt
Total$340,432TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Total Support$777,118,124TotalSupportAmt
Gross Receipts Rltd Activities$6,747,169GrossReceiptsRltdActivitiesAmt
Public Support CY1700.92210PublicSupportCY170Pct
Public Support PY1700.95250PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Total Grassroots LobbyingTotalGrassrootsLobbyingGrp
Total Direct LobbyingTotalDirectLobbyingGrp
Total Lobbying ExpendTotalLobbyingExpendGrp
Other Exempt Purpose ExpendOtherExemptPurposeExpendGrp
Total Exempt Purpose ExpendTotalExemptPurposeExpendGrp
Lobbying Nontaxable AmountLobbyingNontaxableAmountGrp
Grassroots NontaxableGrassrootsNontaxableGrp
Tot Lbbyng Grassroot Mns Non TxTotLbbyngGrassrootMnsNonTxGrp
Tot Lbby Expend Mns Lbbyng Non TxTotLbbyExpendMnsLbbyngNonTxGrp
VolunteersfalseVolunteersInd
Paid Staff Or ManagementYes (true)PaidStaffOrManagementInd
Media AdvertisementsfalseMediaAdvertisementsInd
Media Advertisements$0MediaAdvertisementsAmt
Mailings MembersfalseMailingsMembersInd
Mailings Members$0MailingsMembersAmt
Publications Or BroadcastfalsePublicationsOrBroadcastInd
Publications Or Broadcast$0PublicationsOrBroadcastAmt
Grants Other OrganizationsfalseGrantsOtherOrganizationsInd
Grants Other Organizations$0GrantsOtherOrganizationsAmt
Direct Contact LegislatorsYes (true)DirectContactLegislatorsInd
Direct Contact Legislators$142,811DirectContactLegislatorsAmt
Rallies DemonstrationsfalseRalliesDemonstrationsInd
Rallies Demonstrations$0RalliesDemonstrationsAmt
Other ActivitiesYes (true)OtherActivitiesInd
Other Activities$141,533OtherActivitiesAmt
Total Lobbying Expenditures$284,344TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE C, PART II-B, LINE 1GLOBBYING ACTIVITIES CONTACT AND MEET WITH FEDERAL AND STATE LEGISLATORS AND THEIR STAFF TO SEEK POTENTIAL RESEARCH FUNDING.
SCHEDULE C, PART II-B, LINE 1IOTHER ACTIVITES DUES TO RESEARCH AND BIOMEDICAL ORGANIZATIONS, A PORTION OF WHICH ARE CONSIDERED LOBBYING. THE INSTITUTE UTILIZES ATLANTIC STRATEGIES GROUP, LLC FOR REPRESENTATION IN WASHINGTON, DC, TO INVESTIGATE AND SEEK POTENTIAL FEDERAL RESEARCH FUNDING OPPORTUNITIES OUTSIDE THE TRADITIONAL NIH PROCESS. THE INSTITUTE CONTRACTS WITH CAPITAL INSIGHT AND ASSOCIATES FOR REPRESENTATION IN TALLAHASSEE, FL, TO INVESTIGATE AND SEEK POTENTIAL STATE RESEARCH FUNDING OPPORTUNITIES.

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Art Public Exhibition AmountsArtPublicExhibitionAmountsGrp
Held Works ArtHeldWorksArtGrp

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$22,805,011BeginningYearBalanceAmt
Contributions$1,310,000ContributionsAmt
Investment Earnings Or Losses$3,778,222InvestmentEarningsOrLossesAmt
Other Expenditures$1,022,719OtherExpendituresAmt
End Year Balance$26,870,514EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$21,200,471BeginningYearBalanceAmt
Contributions$9,000ContributionsAmt
Investment Earnings Or Losses$2,517,312InvestmentEarningsOrLossesAmt
Other Expenditures$921,772OtherExpendituresAmt
End Year Balance$22,805,011EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$21,602,848BeginningYearBalanceAmt
Contributions$29,575ContributionsAmt
Investment Earnings Or Losses$961,439InvestmentEarningsOrLossesAmt
Other Expenditures$1,393,391OtherExpendituresAmt
End Year Balance$21,200,471EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$19,352,544BeginningYearBalanceAmt
Contributions$1,050,000ContributionsAmt
Investment Earnings Or Losses$1,656,322InvestmentEarningsOrLossesAmt
Other Expenditures$456,018OtherExpendituresAmt
End Year Balance$21,602,848EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$15,181,323BeginningYearBalanceAmt
Contributions$2,983,403ContributionsAmt
Investment Earnings Or Losses$1,912,336InvestmentEarningsOrLossesAmt
Other Expenditures$724,518OtherExpendituresAmt
End Year Balance$19,352,544EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.48270BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.44790PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.06940TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$25,793,088OtherCostOrOtherBasisAmt
Book Value$25,793,088BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$163,973,269OtherCostOrOtherBasisAmt
Depreciation$61,200,145DepreciationAmt
Book Value$102,773,124BookValueAmt
FieldValueIRS element (for citing)
Leasehold ImprovementsLeaseholdImprovementsGrp

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$105,095,706OtherCostOrOtherBasisAmt
Depreciation$86,496,200DepreciationAmt
Book Value$18,599,506BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$47,879OtherCostOrOtherBasisAmt
Book Value$47,879BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$147,213,597TotalBookValueLandBuildingsAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt
Total Liability$0TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$159,251,000TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$5,398,251NetUnrealizedGainsInvstAmt
Other Revenue$936OtherRevenueAmt
Revenue Not Reported$5,399,187RevenueNotReportedAmt
Revenue Subtotal$153,851,813RevenueSubtotalAmt
Investment Expenses Not Incld$16,190InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$16,190RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$153,868,003TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$142,582,000TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included-$61,061OtherExpensesIncludedAmt
Expenses Not Reported-$61,061ExpensesNotReportedAmt
Expenses Subtotal$142,643,061ExpensesSubtotalAmt
Investment Expenses Not Incld2$16,190InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$16,190ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$142,659,251TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE D, PART V, LINE 4INTENDED USES OF THE ORGANIZATION'S ENDOWMENT FUNDS THE INSTITUTE'S ENDOWMENT FUNDS ARE ESTABLISHED FOR VARIOUS PURPOSES: SCIENTIFIC RESEARCH, ALS RESEARCH, CEO CHAIR, PRESIDENTIAL CHAIR, LEADERSHIP CHAIR IN CANCER RESEARCH, AND UNRESTRICTED AS TO INCOME.
SCHEDULE D, PART X, LINE 2FIN 48 (ASC 740) FOOTNOTE THE INSTITUTE HAS NO MATERIAL DEFERRED TAX ASSETS OR DEFERRED TAX LIABILITIES RECORDED AS OF JUNE 30, 2014 AND 2013. THE INSTITUTE DID NOT RECOGNIZE A CHANGE IN LIABILITY FOR UNRECOGNIZED TAX BENEFITS (THE DIFFERENCE BETWEEN A TAX POSITION TAKEN, OR EXPECTED TO BE TAKEN, IN A TAX RETURN AND THE BENEFIT RECOGNIZED AND MEASURED IN THE FINANCIAL STATEMENTS). THE INSTITUTE'S LIABILITY FOR UNRECOGNIZED TAX BENEFITS WAS $0 AT JUNE 30, 2014 AND 2013.
SCHEDULE D, PART XI, LINE 2DROUNDING $936
SCHEDULE D, PART XII, LINE 2DUNREALIZED GAIN ON INTEREST RATE SWAP ($61,784) ROUNDING 723 --------- TOTAL ($61,061)

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (7 entries)

RegionRegionTxtEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Europe (Including Iceland and Greenland)72Program servicesSEE PART V$123,696
East Asia and the Pacific23Program servicesSEE PART V$36,436
South Asia6Program servicesSEE PART V$17,953
Middle East and North Africa4Program servicesSEE PART V$2,855
South America3Program servicesSEE PART V$505
Central America and the Caribbean5Program servicesSEE PART V$6,137
Sub-Saharan Africa4Program servicesSEE PART V$4,003
FieldValueIRS element (for citing)
Subtotal Employees117SubtotalEmployeesCnt
Total Employee117TotalEmployeeCnt
Subtotal Spent$191,585SubtotalSpentAmt
Total Spent$191,585TotalSpentAmt
Transfer To Foreign CorpfalseTransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipfalseForeignCorpOwnershipInd
Passive Foreign Investmest CofalsePassiveForeignInvestmestCoInd
Foreign PartnershipfalseForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE F, PART I, LINE 3SUPPLEMENTAL INFORMATION SANFORD-BURNHAM MEDICAL RESEARCH INSTITUTE DOES NOT MAINTAIN ONGOING OPERATIONS IN FOREIGN JURISDICTIONS. HOWEVER, THE INSTITUTE'S SCIENTISTS DO TRAVEL TO VARIOUS SCIENTIFIC CONFERENCES IN OTHER COUNTRIES TO SHARE THE INSTITUTE'S SCIENTIFIC DISCOVERIES, AS WELL AS TO LEARN FROM OTHER SCIENTISTS ACROSS THE WORLD.
SCHEDULE F, PART I, LINE 3, COLUMN ETYPE OF SERVICE SPECIFIC PROGRAM SERVICE ACTIVITY IN ALL REGIONS IS AGENTS ATTENDING AND/OR SPEAKING AT SCIENTIFIC CONFERENCES AND COLLABORATIONS.
SCHEDULE F, PART I, LINE 3, COLUMN FACCOUNTING METHOD THE ACCRUAL METHOD OF ACCOUNTING WAS USED TO DETERMINE THE AMOUNTS IN PART I, LINE 3, COLUMN (F).

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Solicitation Of Govt GrantsYes (X)SolicitationOfGovtGrantsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (true)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)

ActivityActivityTxtFundraiser Control Of FundsFundraiserControlOfFundsIndRetained By ContractorRetainedByContractorAmt
SEXTON BLUM AND ASSOCIATES
CONSULTINGfalse$75,888
ED GILLENWATER PARTNERS
CONSULTINGfalse$5,000
FieldValueIRS element (for citing)
Total Retained By Contractors$80,888TotalRetainedByContractorsAmt
Licensed StatesALLicensedStatesCd
Licensed StatesAKLicensedStatesCd
Licensed StatesAZLicensedStatesCd
Licensed StatesARLicensedStatesCd
Licensed StatesCALicensedStatesCd
Licensed StatesCTLicensedStatesCd
Licensed StatesFLLicensedStatesCd
Licensed StatesIDLicensedStatesCd
Licensed StatesILLicensedStatesCd
Licensed StatesINLicensedStatesCd
Licensed StatesIALicensedStatesCd
Licensed StatesKSLicensedStatesCd
Licensed StatesKYLicensedStatesCd
Licensed StatesLALicensedStatesCd
Licensed StatesMELicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesMILicensedStatesCd
Licensed StatesMSLicensedStatesCd
Licensed StatesMOLicensedStatesCd
Licensed StatesMTLicensedStatesCd
Licensed StatesNELicensedStatesCd
Licensed StatesNVLicensedStatesCd
Licensed StatesNHLicensedStatesCd
Licensed StatesNJLicensedStatesCd
Licensed StatesNYLicensedStatesCd
Licensed StatesNCLicensedStatesCd
Licensed StatesNDLicensedStatesCd
Licensed StatesOHLicensedStatesCd
Licensed StatesORLicensedStatesCd
Licensed StatesPALicensedStatesCd
Licensed StatesRILicensedStatesCd
Licensed StatesSCLicensedStatesCd
Licensed StatesSDLicensedStatesCd
Licensed StatesTNLicensedStatesCd
Licensed StatesTXLicensedStatesCd
Licensed StatesUTLicensedStatesCd
Licensed StatesVTLicensedStatesCd
Licensed StatesVALicensedStatesCd
Licensed StatesWALicensedStatesCd
Licensed StatesWILicensedStatesCd
Licensed StatesWYLicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Name Of Event1GALANameOfEvent1Amt
Gross Receipts Event1$984,033GrossReceiptsEvent1Amt
Charitable Contri Event1$960,033CharitableContriEvent1Amt
Gross Revenue Event1$24,000GrossRevenueEvent1Amt
Food And Beverage Event1$38,433FoodAndBeverageEvent1Amt
Entertainment Event1$99,465EntertainmentEvent1Amt
Other Direct Expenses Event1$51,338OtherDirectExpensesEvent1Amt
Name Of Event2BRING ITNameOfEvent2Amt
Gross Receipts Event2$102,422GrossReceiptsEvent2Amt
Charitable Contri Event2$82,622CharitableContriEvent2Amt
Gross Revenue Event2$19,800GrossRevenueEvent2Amt
Rent Facility Costs Event2$2,625RentFacilityCostsEvent2Amt
Food And Beverage Event2$29,255FoodAndBeverageEvent2Amt
Entertainment Event2$22,407EntertainmentEvent2Amt
Other Direct Expenses Event2$14,017OtherDirectExpensesEvent2Amt
Other Events Total0OtherEventsTotalCnt
Gross Receipts Total$1,086,455GrossReceiptsTotalAmt
Charitable Contributions Tot$1,042,655CharitableContributionsTotAmt
Gross Revenue Total Events$43,800GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$2,625RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$67,688FoodAndBeverageTotalEventsAmt
Entertainment Total Events$121,872EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$65,355OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$257,540DirectExpenseSummaryEventsAmt
Net Income Summary-$213,740NetIncomeSummaryAmt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelYes (X)FirstClassOrCharterTravelInd
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (true)AnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
KRISTIINA VUORI MD PHD
INTERIM CEO/PRESIDENT$637,970$0$0$0$1,267$0$325,500$0$11,641$0$976,378$0$0$0
GARY F RAISL EDD
EVP/CAO/CFO/TREASURER$445,960$0$0$0$4,514$0$27,181$0$30,086$0$507,741$0$0$0
STUART LIPTON MD PHD
CENTER DIRECTOR$462,308$0$0$0$4,021$0$25,500$0$41,515$0$533,344$0$0$0
DANIEL KELLY MD
CNTR DIR./SCI. DIR. AT LK NONA$472,094$0$0$0$2,795$0$25,500$0$28,014$0$528,403$0$0$0
CARL WARE PHD
CENTER DIRECTOR, IIDC$358,016$0$0$0$4,021$0$31,762$0$16,965$0$410,764$0$0$0
JORGE MOSCAT PHD
PROGRAM DIRECTOR$288,472$0$28,000$0$2,779$0$25,500$0$20,400$0$365,151$0$0$0
MARGARET DUNBAR JD
SECRETARY/SR DIRECTOR IP$170,439$0$0$0$1,851$0$16,368$0$1,194$0$189,852$0$0$0
DWIGHT TOWLER
PROGRAM DIRECTOR$290,634$0$37,600$0$1,715$0$0$0$20,810$0$350,759$0$0$0

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Schedule J, Part I, Line 1aFIRST CLASS TRAVEL FIRST CLASS TRAVEL IS GENERALLY NOT PERMITTED, EXCEPT UNDER VERY LIMITED AND RARE CIRCUMSTANCES AND CONDITIONS, SUCH AS A MEDICAL CONDITION REQUIREMENT AND URGENT CIRCUMSTANCES. THIS WAS NOT TREATED AS TAXABLE COMPENSATION. HEALTH OR SOCIAL CLUB DUES HEALTH OR SOCIAL CLUB DUES ARE NEGOTIATED IN THE HIRING PROCESS FOR CERTAIN EMPLOYEES. THE AMOUNTS WERE TREATED AS TAXABLE COMPENSATION.
Form 990, Schedule J, Part I, Line 4bSUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN THE PARTICIPANT OF THE 457(F) DEFERRED COMPENSATION PLAN IS KRISTIINA VUORI. VESTING FOR KRISTIINA VUORI OCCURS THE EARLIEST OF 4/1/2015, OR INVOLUNTARY TERMINATION WITHOUT CAUSE, OR PARTICIPANT'S RESIGNATION FOR GOOD CAUSE, OR THE DATE OF TERMINATION OF THE PLAN. DISTRIBUTION IS A ONE-TIME LUMP SUM PAYMENT UPON VESTING OF 100% OF THE VALUE OF THE PARTICIPANT'S INVESTMENT (COMPRISED OF INSTITUTE CONTRIBUTIONS TO THE CORPUS PLUS ANY INVESTMENT GAINS OR LOSSES THEREON).
Form 990, Schedule J, Part I, Line 7NON-FIXED PAYMENTS SOME SENIOR EXECUTIVES HAVE EMPLOYMENT AGREEMENTS STIPULATING A BONUS WILL BE PAID TO THEM PROVIDED CERTAIN GOALS OR ACCOMPLISHMENTS ARE ACHIEVED.
Form 990, Schedule J, Part II, Column (C)RETIREMENT AND OTHER DEFERRED COMPENSATION THE AMOUNT REPORTED IN SCHEDULE J, PART II, COLUMN C FOR KRISTIINA VUORI INCLUDES AN ACCRUAL OF $300,000 RELATED TO THE 457(F) PLAN DESCRIBED ABOVE. THESE AMOUNTS ARE NOT VESTED AND ARE SUBJECT TO SUBSTANTIAL RISK OF FORFEITURE. THE NEGATIVE AMOUNT REPORTED IN FORM 990, PART VII, COLUMN F FOR JOHN REED IS DUE TO THE FORFEITURE OF HIS 457(F) PLAN DUE TO HIS DEPARTURE FROM THE INSTITUTE BEFORE VESTING.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
COUNTY OF SAN DIEGO
A956000934797391G602006-02-01$60,572,867SEE PART VIfalsefalsefalse
COUNTY OF SAN DIEGO
B956000934797391K992012-11-15$18,885,000FINANCE PROPERTY AND CAPITAL EQUIPfalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtSubstantial CompletionSubstantialCompletionYrCurrent RefundingCurrentRefundingIndAdvance RefundingAdvanceRefundingIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$0$0$60,572,867$3,958,500$0$46,326,377$745,537$0$0$9,542,453$0$02000falseYes (true)Yes (true)Yes (true)
B$0$0$18,885,000$0$0$0$0$0$0$18,885,000$0$02012falsefalseYes (true)Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndEngage Bond Counsel ResearchEngageBondCounselResearchIndPrivate Bus Use By OthersPrivateBusUseByOthersPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndRemedial Action TakenRemedialActionTakenIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
AfalseYes (true)Yes (true)Yes (true)Yes (true)Yes (true)0.035300.03530falsefalsefalsefalse
Bfalsefalsefalsefalse0.019800.01980falsefalsefalsefalse

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndBusiness Name Line1GICProviderName/BusinessNameLine1Gross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndTerm Of HedgeTermOfHedgePctSuperintegrated HedgeSuperintegratedHedgeIndHedge TerminatedHedgeTerminatedInd
0
AYes (true)falsefalsefalse0falsefalse
BANK OF AMERICA
BfalseYes (true)Yes (true)false0falsefalseYes (true)false25.Yes (true)false

Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
Afalse
BYes (true)

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE K, PART I, ROW A, COLUMN (F)FormAndLineReferenceDesc
ExplanationREFINANCE 1999 BONDS AND FINANCE CAPITAL IMPROVEMENTS & EQUIPMENT. SCHEDULE K, PART I, ROWS A-C FOR THE BOND ISSUES LISTED IN PART I, THE ALTERNATIVE PERIOD USED FOR THE REPORTING REQUIREMENTS IN THIS SECTION IS THE TWELVE MONTHS ENDED DECEMBER 31, 2013.ExplanationTxt

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (5 entries)

Relationship With OrgRelationshipWithOrgTxtLoan PurposeLoanPurposeTxtLoan From OrganizationLoanFromOrganizationIndOriginal PrincipalOriginalPrincipalAmtBalance DueBalanceDueAmtDefaultDefaultIndBoard Or Committee ApprovalBoardOrCommitteeApprovalIndWritten AgreementWrittenAgreementInd
DANIEL KELLY
HIGHEST COMP. EMP.QUAL. EMPLOYEE RELOCYes (X)$500,000$429,167falseYes (true)Yes (true)
DWIGHT TOWLER
EMPLOYEEQUAL. EMPLOYEE RELOCYes (X)$100,000$100,000falseYes (true)Yes (true)
GARY RAISL
OFFICERQUAL. EMPLOYEE RELOCYes (X)$225,000$225,000falseYes (true)Yes (true)
JORGE MOSCAT
EMPLOYEEQUAL. EMPLOYEE RELOCYes (X)$200,000$76,456falseYes (true)Yes (true)
STUART LIPTON
EMPLOYEEQUAL. EMPLOYEE RELOCYes (X)$400,000$147,414falseYes (true)Yes (true)
FieldValueIRS element (for citing)
Total Balance Due$978,037TotalBalanceDueAmt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
LIFE TECHNOLOGIES
GREG LUCIER - TRUSTEE$995,610PURCHASE SUPPLIES AND SERVICESfalse
LOCKTON
DOUG OBENSHAIN - TRUSTEE$197,317INSURANCE SERVICESfalse
PHILIP GRAHAM - SON OF TRUSTEE
GAYLE WILSON - TRUSTEE$194,450COMPENSATIONfalse

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART I, LINE 1 & PART III, LINE 1ORGANIZATION'S MISSION SANFORD-BURNHAM MEDICAL RESEARCH INSTITUTE CONDUCTS WORLD-CLASS, COLLABORATIVE RESEARCH DEDICATED TO FINDING CURES FOR HUMAN DISEASE, IMPROVING THE QUALITY OF LIFE, AND THUS CREATING A LEGACY FOR ITS EMPLOYEES, PARTNERS, DONORS, AND COMMUNITY.
FORM 990, PART III, LINE 4APROGRAM SERVICE ACCOMPLISHMENTS SANFORD-BURNHAM MEDICAL RESEARCH INSTITUTE IS DEDICATED TO DISCOVERING THE FUNDAMENTAL MOLECULAR CAUSES OF DISEASE AND DEVISING THE INNOVATIVE THERAPIES OF TOMORROW. SANFORD-BURNHAM TAKES A UNIQUE, COLLABORATIVE APPROACH TO MEDICAL RESEARCH AND HAS ESTABLISHED MAJOR RESEARCH PROGRAMS IN CANCER, NEURODEGENERATION, DIABETES, AND INFECTIOUS, INFLAMMATORY, AND CHILDHOOD DISEASES. CANCER RESEARCH A NEW APPROACH TO TREATING BRAIN CANCER. MEDULLOBLASTOMA IS THE MOST COMMON MALIGNANT BRAIN CANCER IN CHILDREN. ALTHOUGH MANY PATIENTS CAN BE CURED WITH SURGERY, RADIATION, AND HIGH-DOSE CHEMOTHERAPY, SURVIVORS OFTEN SUFFER SEVERE LONG-TERM SIDE EFFECTS SUCH AS COGNITIVE AND DEVELOPMENTAL DISABILITIES DUE TO THE AGGRESSIVE TREATMENT. A RESEARCH TEAM LED BY DR. ROBERT WECHSLER-REYA DEVELOPED A NEW EXPERIMENTAL APPROACH TO TREATING MEDULLOBLASTOMA BY TARGETING CANCER STEM CELLS - THE CELLS THAT ARE CRITICAL FOR MAINTAINING TUMOR GROWTH. BY USING SMALL-MOLECULE INHIBITORS TO STOP THE ACTION OF ENZYMES THAT ARE ESSENTIAL FOR CELL-CYCLE PROGRESSION, THE RESEARCHERS WERE ABLE TO BLOCK THE GROWTH OF TUMOR CELLS FROM MICE AS WELL AS HUMANS. THESE FINDINGS, DESCRIBED IN A RECENT PAPER IN CANCER RESEARCH, STRONGLY SUPPORT THE NOTION OF COMBINING CONVENTIONAL CHEMOTHERAPY WITH CELL-CYCLE INHIBITORS TO IMPROVE THE EFFECTIVENESS OF THERAPY FOR MEDULLOBLASTOMA PATIENTS. A NEW TARGET FOR MELANOMA. PDK1 IS AN ENZYME THAT REGULATES A NUMBER OF PROCESSES IMPORTANT FOR NORMAL CELL FUNCTION. IN A RECENT PUBLICATION IN ONCOGENE, DR. ZE'EV RONAI'S LABORATORY PROVIDED THE FIRST GENETIC EVIDENCE SHOWING THE IMPORTANCE OF PDK1 IN MELANOMA. RONAI'S TEAM USED MICE THAT LACK THE PDK1 GENE TO SHOW THAT WITHOUT PDK1 GENE EXPRESSION, MELANOMA TUMORS RAPIDLY DEVELOP, BUT ARE SMALLER IN SIZE, HAVE SIGNIFICANT LOSS OF METASTASIS, AND THE MICE HAVE AN OVERALL PROLONGED SURVIVAL. IMPORTANTLY, WHEN THE TEAM OF RESEARCHERS USED A PDK1 INHIBITOR IN WILD-TYPE MICE, THEY WERE ABLE DELAY MELANOMA GENESIS AND METASTASIS-INDICATING THAT PHARMACOLOGICAL INTERVENTION MAY BLOCK THE DEVELOPMENT OF MELANOMA TUMORS. THESE FINDINGS ARE IMPORTANT BECAUSE THEY ESTABLISH THE IMPORTANCE OF PDK1 IN MELANOMA DEVELOPMENT AND METASTASIS AND SUGGEST THAT PDK1 INHIBITORS SHOULD BE CONSIDERED AS PART OF THE THERAPEUTIC REGIMENT FOR MELANOMA. SMIP004 AS A NOVEL TREATMENT FOR ADVANCED PROSTATE CANCER. A MAJOR HALLMARK OF CANCER CELLS IS THEIR ABILITY TO SURVIVE UNDER STRESSFUL CONDITIONS. A NEW STUDY SPEARHEADED BY DR. DIETER WOLF AND HIS TEAM REVEALS HOW A PROMISING ANTICANCER COMPOUND CALLED SMIP004 SPECIFICALLY KILLS PROSTATE CANCER CELLS BY COMPROMISING THEIR ABILITY TO WITHSTAND ENVIRONMENTAL STRESS. THE STUDY, RECENTLY PUBLISHED IN ONCOTARGET, UNCOVERS NOVEL MECHANISMS OF ANTICANCER ACTIVITY AND COULD LEAD TO THE DEVELOPMENT OF MORE EFFECTIVE THERAPIES FOR ADVANCED AND HARD-TO-TREAT FORMS OF PROSTATE CANCER, AS WELL AS OTHER TYPES OF CANCER. IN A PREVIOUS STUDY, WOLF AND HIS TEAM IDENTIFIED SMIP004 AS A PROMISING ANTICANCER AGENT WHEN THEY SCREENED FOR COMPOUNDS THAT SPECIFICALLY KILL PROSTATE CANCER CELLS WHILE SPARING NORMAL CELLS. BUT UNTIL NOW, EXACTLY HOW SMIP004 WORKS WAS UNKNOWN. NEW METABOLIC PATHWAY IMPLICATED IN CANCER AND METABOLIC DISORDERS. DECIPHERING THE BODY'S COMPLEX MOLECULAR PATHWAYS THAT LEAD TO DISEASE WHEN THEY MALFUNCTION IS HIGHLY CHALLENGING. DRS. MARIA DIAZ-MECO AND JORGE MOSCAT AND THEIR TEAMS NOW HAVE A MORE COMPLETE PICTURE OF ONE PARTICULAR PATHWAY THAT CAN LEAD TO CANCER AND DIABETES. IN THEIR STUDY, PUBLISHED BY MOLECULAR CELL, THE SCIENTISTS UNCOVERED HOW A PROTEIN CALLED P62 HAS A CASCADE AFFECT IN REGULATING CELL GROWTH IN RESPONSE TO THE PRESENCE OF NUTRIENTS SUCH AS AMINO ACIDS AND GLUCOSE. THE PROTEIN P62 INTERACTS WITH ANOTHER PROTEIN CALLED TRAF6 TO ACTIVATE A PROTEIN COMPLEX CALLED MTORC1. IN FACT, RESEARCHERS HAVE FOUND THAT MTORC1 IS HIGHLY ACTIVATED IN CANCER CELLS. THE PATHWAY THAT CONTROLS MTORC1 ACTIVATION IS ALSO IMPORTANT FOR METABOLIC HOMEOSTASIS. WHEN THE PATHWAY MALFUNCTIONS, METABOLIC DISORDERS SUCH AS DIABETES CAN RESULT AND TUMORS CAN PROGRESS. DISRUPTING THIS CHAIN MAY OFFER A NEW APPROACH TO TREATING DISEASE. DEGENERATIVE DISEASE PROGRAM A NEW MECHANISM THAT MAY CAUSE NEURONAL LOSS IN ALZHEIMER'S DISEASE. DR. HUAXI XU PUBLISHED A REPORT IN PLOS ONE THAT SUGGESTS AMYLOID PRECURSOR PROTEIN INTERACTS WITH NERVE GROWTH-FACTOR RECEPTORS ON THE SURFACE OF NEURONS, REDUCING NEURONAL SURVIVAL AND DIFFERENTIATION. THE FINDINGS REVEAL A POSSIBLE CONTRIBUTOR TO THE PATHOGENESIS OF ALZHEIMER'S DISEASE. IDENTIFICATION OF A SIGNALING PATHWAY THAT PREVENTS INFLAMMATORY BOWEL DISEASE (IBD). A GROWING BODY OF RESEARCH LINKS PROTEIN MISFOLDING TO INFLAMMATORY BOWEL DISEASE (IBD). MISFOLDED PROTEINS ARE DAMAGED PROTEINS THAT CAN BE CAUSED BY GENETIC MUTATIONS OR IN RESPONSE TO ENVIRONMENTAL CONDITIONS. DR. RANDAL KAUFMAN'S LABORATORY PUBLISHED FINDINGS IN INFLAMMATORY BOWEL DISEASES SHOWING THAT PHOSPHORYLATION OF THE REGULATORY PROTEIN ELF2-ALPHA IS REQUIRED FOR CELLS TO RESPOND TO MISFOLDED PROTEINS AND TO MAINTAIN THE MUCOUS CELL FUNCTIONS THAT LIMIT INFLAMMATION AND BACTERIAL INFECTIONS. THE FINDINGS BRING NEW INSIGHT INTO POTENTIAL AVENUES TO TREAT AND ALLEVIATE SYMPTOMS OF IBD. TRANSPLANTED STEM CELLS FOR PARKINSON'S DISEASE. DR. STUART LIPTON AND COLLEAGUES PUBLISHED WORK IN THE JOURNAL OF COMPARATIVE NEUROLOGY ON TRANSPLANTING HUMAN EMBRYONIC STEM CELL (HESC)-DERIVED NEURAL CELLS INTO THE BRAINS OF ANIMAL MODELS (RODENTS AND MONKEYS) OF PARKINSON'S DISEASE. THE BREAKTHROUGH TECHNOLOGY DESCRIBED IN THE STUDY IS THE FIRST REPORT OF TRANSPLANTATION AFTER PROGRAMMING THE STEM CELLS WITH A GENE CALLED MEF2C. MEF2C IS A GENE LOST IN PARKINSON'S AND EFFORTS TO REPLACE AND RESTORE MEF2C-GENE FUNCTION IS AN EMERGING APPROACH TO TREATING THE DISEASE. IMMUNITY AND PATHOGENESIS PROGRAM A NEW THERAPEUTIC TARGET FOR PSORIASIS. DR. CARL WARE AND COLLEAGUES HAVE IDENTIFIED THE B- AND T-LYMPHOCYTE ATTENUATOR (BTLA) INHIBITORY RECEPTOR AS A KEY FACTOR IN LIMITING INFLAMMATORY RESPONSES, PARTICULARLY IN THE SKIN. THE STUDY, PUBLISHED ONLINE IN IMMUNITY, PROVIDES CLARITY ON HOW T-CELLS GET FIRED UP TO PROTECT AGAINST PATHOGENS, AND THEN COOL DOWN TO RESTORE IMMUNE HOMEOSTASIS. WARE'S RESEARCH SHOWED THAT THE RETINOID-RELATED ORPHAN RECEPTOR GAMMA-T (ROR GAMMA-T) NUCLEAR TRANSCRIPTION FACTOR WORKS WITH INTERLEUKIN (IL)-7 TO COORDINATE THE EXPRESSION OF BTLA, WHICH IN TURN REGULATES GAMMA-DELTA T-CELL RESPONSES. "IF A DRUG CAN SELECTIVELY ACTIVATE BTLA, WE PUT THE BRAKES ON GAMMA-DELTA T-CELLS AND GAIN CONTROL OF INFLAMMATION, PREVENT DAMAGE AND, IF POSSIBLE, ACHIEVE LONG-TERM DISEASE REMISSION," SAID WARE. MAPPING THE SHORT-CUT FOR HIV INFECTION. UNDERSTANDING HOW HIV EXPLOITS THE HUMAN CELL MACHINERY IS ESSENTIAL FOR DEVELOPING NOVEL STRATEGIES FOR LONG TERM TREATMENT. IN A NEW STUDY BY DR. SUMIT CHANDA, IN COLLABORATION WITH UC SAN DIEGO AND PUBLISHED ON PLOS ONE (ONLINE), THE RESEARCHERS DESCRIBE THE FIRST GLOBAL MAP OF THE HUMAN PROTEIN COMPLEXES INVOLVED IN HIV INFECTION. BY INTEGRATING DATA SETS ON PROTEINS AND GENES THE TEAM REVEALED NEW REGULATORY COMPONENTS OF PROTEINS THAT PLAY A ROLE IN HIV INFECTION. THE STUDY PROVIDES A RESOURCE FOR TRACKING TARGETING PROTEIN COMPLEXES AT DIFFERENT STAGES OF THE HIV LIFE CYCLE AND MAY ULTIMATELY LEAD TO A NEW THERAPEUTIC APPROACH OF TARGETING HUMAN PROTEINS TO TREAT THE DISEASE. PREVENTING AUTOIMMUNE DISEASES. B-CELL PRODUCTION IN BONE MARROW RESULTS IN THE GENERATION OF A VAST REPERTOIRE OF ANTIBODY-PRODUCING CELLS THAT COLLECTIVELY RECOGNIZE VIRTUALLY ANY FOREIGN ENTITY, INCLUDING PATHOGEN COMPONENTS. HOWEVER, THE RANDOM PROCESS OF ANTIBODY GENERATION ALSO PRODUCES B CELLS THAT IN TURN PRODUCE AUTOANTIBODIES THAT CAN RECOGNIZE "SELF-ANTIGENS," LEADING TO AUTOIMMUNE DESTRUCTION AS OCCURS IN LUPUS AND SOME TYPES OF ARTHRITIS. IN A RECENT PAPER IN THE JOURNAL OF IMMUNOLOGY, DR. ROBERT RICKERT'S LAB INVESTIGATED THE CELLULAR PROCESSES THAT CONTROL B-CELL TOLERANCE, WHICH PREVENTS B CELLS FROM PRODUCING ANTIBODIES TO SELF-ANTIGENS. THEY DEVELOPED A NOVEL EXPERIMENTAL MODEL TO SHOW THAT A SPECIALIZED CELL TYPE TERMED FOLLICULAR DENDRITIC CELLS (FDCS) IS EFFICIENT IN PRESENTING SELF-ANTIGENS AND ELIMINATING AUTOREACTIVE B CELLS TO SELF-ANTIGENS. THESE FINDINGS PROVIDE A NEW PERSPECTIVE ON HOW AUTOIMMUNE DISEASE MAY BE PREVENTED.
HUMAN GENETICS PROGRAMRESEARCHERS REVEAL NEW CAUSE OF EPILEPSY. DR. YU YAMAGUCHI, IN COLLABORATION WITH SUNY DOWNSTATE MEDICAL CENTER, FOUND THAT DEFICIENCIES IN HYALURONAN, ALSO KNOWN AS HYALURONIC ACID OR HA, CAN LEAD TO SPONTANEOUS EPILEPTIC SEIZURES. THE STUDY WAS THE FIRST TO DEMONSTRATE THE IMPORTANT ROLE OF THIS UNIQUE MOLECULE IN BRAIN FUNCTIONS AND PROVIDES KEY INFORMATION THAT MAY LEAD TO NEW THERAPEUTIC APPROACHES FOR EPILEPSY. THE STUDY WAS PUBLISHED ON APRIL 30 IN THE JOURNAL OF NEUROSCIENCE. TEASING STEM CELLS TO REPLACE NEURONS IN PARKINSON'S DISEASE. DR. EVAN SNYDER AND COLLEAGUES PUBLISHED A STUDY IN STEM CELLS TRANSLATIONAL MEDICINE DESCRIBING ATTEMPTS TO INJECT HUMAN FETAL NEURAL STEM CELLS IN MONKEYS WITH PARKINSON'S DISEASE. THE STUDY RESULTS SHOW THAT INCLUDING A CRITICAL NEURON-DEVELOPMENT FACTOR WITH THE STEM CELL INJECTION DID NOT INCREASE THE PERCENTAGE OF DESIRED NEURONS AS EXPECTED, BUT DID SHOW THAT THE INJECTED CELLS BEGAN TO SEND OUT LONG PROJECTIONS. THE RESULTS INDICATE THAT TEASING STEM CELLS TO DEVELOP A LITTLE FARTHER ALONG THEIR NEURON PATHWAY BEFORE INJECTION MIGHT IMPROVE THE PROCESS OF REPLACING NEURONS AS A NEW APPROACH TO TREATING PARKINSON'S DISEASE. SUGAR: THE GOOD, THE BAD, AND THE UGLY. DR. HUDSON FREEZE'S LABORATORY HAS PUBLISHED THREE PAPERS DESCRIBING RARE DISORDERS CAUSED BY GENETIC DEFECTS IN THE PROCESS OF ATTACHING SUGAR MOLECULES TO PROTEINS. PATIENTS WITH THESE DISORDERS EXHIBIT MOTOR AND INTELLECTUAL DISABILITIES, SEIZURES, DEVELOPMENT DELAYS, AND OTHER SERIOUS CONDITIONS. THE STUDIES EXAMINE THE METABOLIC FATE OF INGESTING THE SUGAR MANNOSE TO COMPENSATE AND BOLSTER THERAPEUTIC STRATEGIES FOR TREATING THE DISORDERS. IN ONE STUDY, PUBLISHED IN THE JOURNAL GLYCOSYLATION, MOUSE MODELS OF THE DISEASE SHOWED IMPROVED IMMUNE FUNCTIONS WHEN GIVEN THE SUGAR MANNOSE AS A SUPPLEMENT. IN A SECOND STUDY PUBLISHED IN FASEB, THE RESEARCH TEAM SHOWED THAT MANNOSE SUPPLEMENTS IN PREGNANT-MOUSE MODELS OF THE DISEASE RESULT IN EYE DEFECTS AND REDUCED LITER SIZE-SUGGESTING CAUTION FOR THE HUMAN APPLICATION FOR MOTHERS AT RISK. DEVELOPMENT, AGING AND REGENERATION PROGRAM MUSCLE STEM CELL PROLIFERATION DYNAMICS. IN A RECENT ARTICLE IN DEVELOPMENT FROM DR. ALESSANDRA SACCO IN COLLABORATION WITH DR. ANDREW BRACK AT HARVARD, THE AUTHORS INVESTIGATED THE HETEROGENEITY OF SKELETAL MUSCLE STEM CELLS. THEY SHOW THAT SLOW PROLIFERATING MUSCLE STEM CELLS ARE FORMED AT BIRTH AND ARE ESSENTIAL FOR TISSUE MAINTENANCE AND REPAIR. THE TEAM IDENTIFIED CELL CYCLE INHIBITOR P27 AS A MAJOR REGULATOR OF THIS TISSUE REPAIR PROCESS. THEY WILL CONTINUE TO STUDY HOW THIS STEM CELL POPULATION IS MODIFIED UNDER MUSCLE-WASTING CONDITIONS AND EVALUATE IT AS A POTENTIAL CELLULAR TARGET FOR FUTURE THERAPEUTIC INTERVENTIONS AGAINST MUSCLE LOSS. REGENERATING MUSCLE IN DUCHENNE MUSCULAR DYSTROPHY: AGE MATTERS. THE LABORATORIES OF DRS. LORENZO PURI AND MARK MERCOLA PUBLISHED A PAPER IN GENES AND DEVELOPMENT THAT DETAILS HOW A CLASS OF DRUGS CALLED HDACIS DRIVE MUSCLE-CELL REGENERATION IN THE EARLY STAGES OF DYSTROPHIC MUSCLES, BUT FAILS TO WORK IN LATE STAGES. THE RESEARCH USED MOUSE MODELS OF DUCHENNE MUSCULAR DYSTROPHY (DMD) TO SHOW HOW HDACIS CREATE AN ENVIRONMENT CONDUCIVE FOR FIBRO-ADIPOGENETIC CELLS (FAPS) TO DIRECT MUSCLE REGENERATION. BUT AT SOME POINT, DMD PROGRESSES TO A PATHOLOGICAL POINT OF NO RETURN-BECOMING RESISTANT TO HDACIS. HDACIS ARE EPIGENETIC DRUGS THAT WORK BY MAKING GENES ACCESSIBLE TO THE CELL MACHINERY THAT TRANSCRIBES THE GENETIC CODE INTO PROTEINS. THE STUDY SUGGESTS A MOLECULAR MECHANISM FOR THE USE OF HDAC INHIBITORS IN THE TREATMENT OF DYSTROPHIC MUSCLES, SUCH AS IN DMD. BIOINFORMATICS AND STRUCTURAL BIOLOGY PROGRAM SHEDDING LIGHT ON KILLER ISLANDS. "PATHOGENICITY ISLANDS," ARE GENETIC ELEMENTS FOUND IN PATHOGENIC BACTERIA. THEY ARE OFTEN SHARED BETWEEN BACTERIA AND, IF PRESENT, THEY CONVEY SPECIFIC VIRULENCE ABILITIES TO BACTERIA CARRYING THEM. IN THE CASE OF GUT BACTERIUM BACTEROIDES FRAGILIS, PROTEINS ENCODED AT THESE ISLANDS CONTRIBUTE TO INFLAMMATORY DIARRHEA, ULCERATIVE COLITIS, AND INCREASED RISK OF COLORECTAL CANCER. DR. ALEX STRONGIN'S LAB CHARACTERIZED METALLOPROTEINASE II (MPII), A KEY PROTEASE ENCODED ON THE PATHOGENICITY ISLAND OF THE B. FRAGILIS GENOME. THE STUDY, PUBLISHED IN THE JOURNAL OF BIOLOGICAL CHEMISTRY, REVEALED THAT MPII LIKES TO "CUT" PROTEINS AT THE POINT BETWEEN TWO BASIC AMINO ACIDS AND BY DOING THIS IT CAN "REMODEL" THE NORMAL LUMINAL EPITHELIUM OF THE GASTROINTESTINAL TRACT, PAVING THE WAY FOR INFLAMMATION AND DISEASE BY DISRUPTING MEMBRANE STRUCTURE AND FUNCTION. HITTING TUBERCULOSIS WHERE IT HURTS. TUBERCULOSIS REMAINS A MAJOR CAUSE OF DEATH AROUND THE WORLD AND BECAUSE OF QUICKLY DEVELOPING DRUG RESISTANCE IT IS MAKING A COMEBACK, EVEN IN DEVELOPING COUNTRIES INCLUDING THE U.S. SANFORD-BURNHAM'S DR. ANDREI OSTERMAN, IN COLLABORATION WITH DR. E. RUBIN FROM HARVARD MEDICAL SCHOOL AND VERTEX PHARMACEUTICALS, PERFORMED EXPERIMENTS TO VALIDATE A NOVEL TARGET FOR ANTI-TUBERCULOSIS DRUGS. THE RESEARCH SOUGHT TO IDENTIFY NEW TARGETS WHICH WOULD BE EFFECTIVE AGAINST GROWING AS WELL AS PERSISTENT (DORMANT) INFECTIONS THAT REPRESENT A PARTICULAR CHALLENGE FOR ALL CURRENTLY AVAILABLE THERAPIES. A COMBINATION OF SYSTEMS-BIOLOGY MODELING OF MYCOBACTERIAL METABOLIC NETWORKS WITH TARGETED PROTEIN KNOCKDOWN AND METABOLOMICS TECHNIQUES SHOWED THAT TARGETING BIOSYNTHESIS OF NAD(H), AN ESSENTIAL COFACTOR IN ENERGY HOMEOSTASIS, WOULD LEAD TO EFFECTIVE THERAPIES AGAINST BOTH REPLICATING AND NON-REPLICATING M. TUBERCULOSIS BACTERIA. THE STUDY WAS PUBLISHED IN MBIO. SOME LIKE IT HOT. DR. ADAM GODZIK AND COLLEAGUES USED STRUCTURAL SYSTEMS BIOLOGY TO ANALYZE THE METABOLIC NETWORK OF BACTERIUM E. COLI TO ANSWER THE QUESTIONS: WHY IS E. COLI NOT A HEAT-LOVING ORGANISM, AND CAN IT BE CHANGED INTO A THERMOPHILE? MODELING AND ANALYZING THE THREE-DIMENSIONAL STRUCTURE OF ALL ENZYMES THAT FORM THE NODES OF THIS METABOLIC NETWORK ALLOWED RESEARCHERS TO IDENTIFY THE PARTS OF THE NETWORK THAT WOULD FAIL FIRST WITH RISING TEMPERATURE. THE PREDICTION WAS CONFIRMED BY PROVIDING E. COLI WITH A TARGETED METABOLITE MIXTURE TO COMPENSATE FOR THE FAILING ENZYMES. THIS STUDY, PUBLISHED IN SCIENCE, IS THE FIRST EXAMPLE OF CELL-LEVEL, INTEGRATED ANALYSIS OF THREE-DIMENSIONAL MODELS OF PROTEINS IN THE CONTEXT OF THE NETWORK THEY ARE FORMING. IT PROVIDED A QUALITATIVE PHENOTYPE PREDICTION. CARDIOVASCULAR AND PATHOBIOLOGY PROGRAM BUILDING THE HEART'S POWER STATION. IN TWO SEPARATE STUDIES, DR. DANIEL KELLY'S LABORATORY HAS DEFINED A KEY MECHANISM WHEREBY THE SPECIALIZED MITOCHONDRIAL SYSTEM IN THE HEART IS ESTABLISHED. SPECIFICALLY, USING GENETICALLY ENGINEERED MOUSE MODELS, THE RESEARCH TEAM DEMONSTRATES THAT FACTORS CALLED PGC-1A AND B ARE REQUIRED FOR EQUIPPING THE GROWING HEART WITH A HIGH-CAPACITY MITOCHONDRIAL SYSTEM. THIS INVOLVES A PROCESS CALLED MITOCHONDRIAL DYNAMICS IN WHICH SMALL MITOCHONDRIA UNDERGO REPEATED FUSION FOLLOWED BY SEPARATION TO DISTRIBUTE THROUGHOUT THE HEART CELLS. LOSS OF THE PGC-1 CO-ACTIVATORS DURING THE GROWTH PERIOD FOLLOWING BIRTH PREVENTS THIS PROCESS, LEADING TO AN ENERGY-STARVED FAILING HEART. INTERESTINGLY, IN THE MATURE ADULT HEART, THE PGC-1 CO-ACTIVATORS SERVE A DIFFERENT FUNCTION. IN THE ADULT, THIS PATHWAY IS NECESSARY FOR MAINTAINING THE ENZYMES AND MEMBRANE STRUCTURES OF THE MITOCHONDRIA, PREVENTING WEAR AND TEAR. GIVEN THAT HEART FAILURE IS OFTEN CAUSED BY REDUCED FUNCTION OF MITOCHONDRIA, THIS DISCOVERY COULD BE IMPORTANT AS A FIRST STEP TOWARD THE IDENTIFICATION OF NEW THERAPIES FOR HEART FAILURE. THIS WORK WAS PUBLISHED IN THE JOURNAL OF BIOLOGICAL CHEMISTRY AND CIRCULATION RESEARCH. DISCOVERY OF A NEW MECHANISM LEADING TO ATHEROSCLEROSIS. IN A PAPER PUBLISHED IN ARTERIOSCLEROSIS, THROMBOSIS, AND VASCULAR BIOLOGY, DR. DWIGHT TOWLER AND COLLEAGUES DESCRIBED A PATHWAY THAT LEADS TO HARDENING OF ARTERIES (ATHEROSCLEROSIS). THIS WORK ZEROED IN ON A PARTICULARLY DELETERIOUS PROTEIN CALLED DKK1. WHEN FUNCTIONING NORMALLY, DKK1 IS IMPORTANT FOR AIDING IN WOUND REPAIR. BUT INFLAMMATORY RESPONSES TRIGGERED INSIDE ARTERY WALLS ASSOCIATED WITH DISEASES LIKE DIABETES CAN TRIGGER PROLONGED AND DESTRUCTIVE DKK1 ACTIVITY. TOWLER AND HIS TEAM WILL CONTINUE TO STUDY DKK1 TO IDENTIFY POTENTIAL DRUG TARGETS TO PREVENT HARDENING OF ARTERIES IN PATIENTS WITH ATHEROSCLEROSIS.
METABOLIC DISEASE PROGRAMIMAGES OF DEFECTIVE METABOLISM IN TYPE 2 DIABETES. SKELETAL MUSCLE INSULIN RESISTANCE IS THOUGHT TO BE A CRITICAL COMPONENT TO THE DEVELOPMENT OF TYPE 2 DIABETES. UNTIL NOW, HOWEVER, THE SPECIFIC DEFECTS IN MUSCLE THAT CONTRIBUTE TO INSULIN RESISTANCE HAVE NOT BEEN FULLY ELUCIDATED IN HUMANS. IN A PAPER PUBLISHED IN DIABETES, DR. BRET GOODPASTER REPORTS HOW DYNAMIC POSITRON EMISSION TOMOGRAPHY (PET) IMAGING CAN REVEAL WHERE THESE DEFECTS OCCUR IN VIVO. IN THIS STUDY, PATIENTS WITH TYPE 2 DIABETES HAD SEVERE IMPAIRMENTS IN THEIR ABILITY TO TRANSPORT GLUCOSE INTO THE MUSCLE CELLS IN RESPONSE TO INSULIN. THESE STUDIES HIGHLIGHT THE UTILITY OF IN VIVO IMAGING OF METABOLISM USING PET, WHICH CAN ULTIMATELY HELP TO REVEAL SPECIFIC PATHWAYS AND TARGETS TO TREAT DEFECTIVE GLUCOSE METABOLISM IN DIABETES. BACTERIA AND HUMANS ARE MORE ALIKE THAN WE THOUGHT. KEY REGULATORY MECHANISMS HAVE EVOLVED IN DIVERSE ORGANISMS TO MAINTAIN THE PROPER BALANCE OF CELLULAR NUTRIENTS DURING PERIODS OF FEAST OR FAMINE. THIS IS ESSENTIAL BECAUSE OVER ACCUMULATION OF MANY KEY SUBSTANCES CONTRIBUTES TO THE DEVELOPMENT OF A VARIETY OF HUMAN DISEASES. IN A STUDY PUBLISHED IN CELL METABOLISM, DR. TIM OSBORNE'S LAB IDENTIFIED A NEW BRANCH OF METABOLISM THAT ALLOWS CELLS TO DECIDE WHETHER THEY HAVE SUFFICIENT CHOLESTEROL AND FATTY ACIDS. INTERESTINGLY, THIS MECHANISM HAS PROPERTIES HIGHLY REMINISCENT OF PROCESSES FOUND ONLY IN SINGLE-CELLED BACTERIA INDICATING THAT THROUGH EVOLUTION, DIVERSE ORGANISMS HAVE ADAPTED SIMILAR WAYS TO MAINTAIN A HEALTHY BALANCE. STUDYING DIABETES IN A PETRI DISH. IN A PAPER PUBLISHED IN OBESITY, DR. STEVEN SMITH AND COLLEAGUES FOUND THAT MUSCLE STEM CELLS CULTURED IN A DISH FROM PATIENTS WITH METABOLIC DISEASES RETAIN MANY CHARACTERISTICS OF THE DONOR. SUCH "DISEASE IN A DISH" MODELS ARE NOW IN PLACE AT SANFORD-BURNHAM THROUGH A COLLABORATION WITH THE TRANSLATIONAL RESEARCH INSTITUTE FOR METABOLISM AND DIABETES (TRI-MD). THIS EXCITING BREAKTHROUGH ALLOWS RESEARCHERS TO UNDERSTAND BETTER THE PROCESSES THAT LEAD TO OBESITY, DIABETES, AND CARDIOVASCULAR DISEASES. FUTURE STUDIES WILL USE THE ADVANCED TECHNOLOGIES AT SANFORD-BURNHAM TO ACCELERATE THIS LINE OF RESEARCH INCLUDING SCREENING FOR NEW DRUGS.
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FORM 990, PART VI, QUESTION 15A AND 15BPROCESS USED TO DETERMINE COMPENSATION COMPENSATION FOR THE CEO, THE PRESIDENT, THE EXECUTIVE VICE PRESIDENT/CHIEF FINANCIAL OFFICER/CHIEF ADMINISTRATIVE OFFICER, AND OTHER KEY EMPLOYEES IS ESTABLISHED ACCORDING TO INSTITUTE POLICIES WHICH ARE DESIGNED TO MEET THE IRS STANDARD FOR "REBUTTABLE PRESUMPTION OF REASONABLENESS". THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES, CONSISTING OF THREE INDEPENDENT TRUSTEES, REVIEWS COMPARABILITY DATA PROVIDED BY AN INDEPENDENT EXTERNAL CONSULTANT THAT INCORPORATES AND EVALUATES INSTITUTE DATA AND THAT OF COMPARABLE ORGANIZATIONS AND MARKETS FROM WHICH THE INSTITUTE DRAWS ITS EXECUTIVE TALENT. UTILIZING THIS STUDY WHICH INCLUDES THE CONSULTANT'S OPINION ON THE "REASONABLENESS" OF THE PROPOSED COMPENSATION, THE COMPENSATION COMMITTEE, WHICH TYPICALLY SEEKS TO ESTABLISH COMPENSATION BETWEEN THE 50TH AND THE 75TH PERCENTILE OF THE COMPARABILITY DATA, MAKES A DETERMINATION WHETHER THE PROPOSED COMPENSATION IS REASONABLE. IF THE PROPOSAL IS DEEMED TO BE REASONABLE, THE COMPENSATION COMMITTEE CONTEMPORANEOUSLY AND ADEQUATELY DOCUMENTS THE BASIS FOR ITS DETERMINATION AND THEN MAKES A RECOMMENDATION TO THE EXECUTIVE COMMITTEE. IF THE PROPOSAL IS DEEMED REASONABLE BY THE EXECUTIVE COMMITTEE, THE COMPENSATION COMMITTEE PRESENTS ITS FINDINGS AND RECOMMENDATIONS TO THE BOARD OF TRUSTEES IN EXECUTIVE SESSION. IF APPROVED BY THE BOARD OF TRUSTEES, THE PROPOSAL IS THEN IMPLEMENTED AND SUCH DOCUMENTATION IS KEPT IN THE WRITTEN OR ELECTRONIC RECORDS OF THE BOARD OF TRUSTEES. THE PROCESS WAS LAST COMPLETED ON JUNE 2, 2014 FOR THE FOLLOWING POSITIONS: 1) INTERIM CEO/PRESIDENT 2) EXECUTIVE VICE PRESIDENT/CAO/CFO/TREASURER 3) SVP EXTERNAL RELATIONS 4) SVP DRUG DISCOVERY & DEVELOPMENT 5) SCIENTIFIC DIRECTOR/PROFESSOR 6) NEUROSCIENCE & AGING AND STEM CELL RESEARCH CENTER DIRECTOR/PROFESSOR 7) CENTER DIRECTOR, LA JOLLA PROFESSOR 8) SCIENTIFIC DIRECTOR/PROFESSOR 9) INFECTIOUS & INFLAMMATORY DISEASE CENTER DIRECTOR/PROFESSOR
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FORM 990, PART XI, LINE 5OTHER CHANGES IN NET ASSETS OR FUND BALANCES UNREALIZED GAIN (LOSS) ON INTEREST RATE SWAP: 61,784