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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule J
- Schedule K
- Schedule L
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-11T19:00:39-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4370 LA JOLLA VILLAGE DRIVE STE 500 | AddressLine1 |
| City | LA JOLLA | City |
| State | CA | State |
| ZIP Code | 92122 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 510197108 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANFORD-BURNHAM MEDICAL RESEARCH INSTITUTE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % GARY F RAISL EDD EVP CAO CFO | InCareOfNm |
| Business Name Control | SANF | BusinessNameControlTxt |
| Phone | 8586463100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10901 NORTH TORREY PINES ROAD | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | LA JOLLA | City |
| State | CA | State |
| ZIP Code | 92037 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Gary F Raisl | PersonNm |
| Person Title | EDD EVP CAO CFO | PersonTitleTxt |
| Phone | 8586463100 | PhoneNum |
| Signature | 2015-05-01 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DEBRA HEISKALA | PreparerPersonNm |
| PTIN | P00649485 | PTIN |
| Phone | 8586463100 | 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 | PERRY NISEN MD PHD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10901 NORTH TORREY PINES RD | AddressLine1 |
| City | LA JOLLA | City |
| State | CA | State |
| ZIP Code | 92037 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $181,591,970 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SANFORDBURNHAM.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1976 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O | ActivityOrMissionDesc |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 1067 | TotalEmployeeCnt |
| Total Volunteers | 23 | TotalVolunteersCnt |
| Total Gross UBI | $1,744,431 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $195,599 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $146,497,371 | PYContributionsGrantsAmt |
| CY Contributions Grants | $146,698,221 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,077,105 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,097,834 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,074,044 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,306,528 | CYInvestmentIncomeAmt |
| PY Other Revenue | $4,061,676 | PYOtherRevenueAmt |
| CY Other Revenue | $4,765,420 | CYOtherRevenueAmt |
| PY Total Revenue | $152,710,196 | PYTotalRevenueAmt |
| CY Total Revenue | $153,868,003 | 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 | $79,343,211 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $74,256,935 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $33,225 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $80,888 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,213,101 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $69,599,654 | PYOtherExpensesAmt |
| CY Other Expenses | $68,321,428 | CYOtherExpensesAmt |
| PY Total Expenses | $148,976,090 | PYTotalExpensesAmt |
| CY Total Expenses | $142,659,251 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,734,106 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $11,208,752 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $315,253,706 | TotalAssetsBOYAmt |
| Total Assets EOY | $339,669,216 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $100,215,489 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $107,962,212 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $215,038,217 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $231,707,004 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $121,294,400 | ExpenseAmt |
| Revenue | $1,475,636 | RevenueAmt |
| Desc | SEE SCHEDULE O | Desc |
| Total Program Service Expenses | $121,294,400 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | Yes (true) | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (true) | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (true) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 179 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 1067 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GARY F RAISL EDD EVP CAO CFO | PersonNm |
| Phone | 8586463100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10901 N TORREY PINES ROAD | AddressLine1 |
| City | LA JOLLA | City |
| State | CA | State |
| ZIP Code | 92037 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (32 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|
| BRENT JACOBS | ||||||||
| TRUSTEE | 1.0 | Yes (X) | ||||||
| JAMES JARDON | ||||||||
| TRUSTEE | 1.0 | Yes (X) | ||||||
| BERNARD MACHEN | ||||||||
| TRUSTEE | 1.0 | Yes (X) | ||||||
| HENRY NORDOFF | ||||||||
| TRUSTEE | 1.0 | Yes (X) | ||||||
| DOUGLAS OBENSHAIN | ||||||||
| TRUSTEE | 1.0 | Yes (X) | ||||||
| PETER PREUSS | ||||||||
| TRUSTEE | 1.0 | Yes (X) | ||||||
| ANDREW VITERBI | ||||||||
| TRUSTEE | 1.0 | Yes (X) | ||||||
| ALLEN WEISS | ||||||||
| TRUSTEE | 1.0 | Yes (X) | ||||||
| GAYLE WILSON | ||||||||
| TRUSTEE | 1.0 | Yes (X) | ||||||
| KRISTIINA VUORI MD PHD | ||||||||
| INTERIM CEO/PRESIDENT | 50.0 | Yes (X) | Yes (X) | $639,237 | $0 | $337,141 | ||
| GREG LUCIER | ||||||||
| TRUSTEE/CHAIRMAN | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DAVID DOWN | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM GERHART | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| RASESH THAKKAR | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| LUDER WHITLOCK | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| LORENZO BERHO | ||||||||
| TRUSTEE | 1.0 | Yes (X) | ||||||
| JAMES BLAIR | ||||||||
| TRUSTEE | 1.0 | Yes (X) | ||||||
| SHEHAN DISSANAYAKE | ||||||||
| TRUSTEE | 1.0 | Yes (X) | ||||||
| DANIEL EPSTEIN | ||||||||
| TRUSTEE | 1.0 | Yes (X) | ||||||
| WAINWRIGHT FISHBURN | ||||||||
| TRUSTEE/PART YEAR CHAIRMAN | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| PAULINE FOSTER | ||||||||
| TRUSTEE | 1.0 | Yes (X) | ||||||
| PATRICK GERAGHTY | ||||||||
| TRUSTEE | 1.0 | Yes (X) | ||||||
| ALAN GLEICHER | ||||||||
| TRUSTEE | 1.0 | Yes (X) | ||||||
| JEANNE HERBERGER | ||||||||
| TRUSTEE | 1.0 | Yes (X) | ||||||
| GARY F RAISL EDD | ||||||||
| EVP/CAO/CFO/TREASURER | 50.0 | Yes (X) | $450,474 | $0 | $57,267 | |||
| MARGARET DUNBAR JD | ||||||||
| SECRETARY/SR DIRECTOR IP | 50.0 | Yes (X) | $172,290 | $0 | $17,562 | |||
| STUART LIPTON MD PHD | ||||||||
| CENTER DIRECTOR | 50.0 | $466,329 | $0 | $67,015 | Yes (X) | |||
| DANIEL KELLY MD | ||||||||
| CNTR DIR./SCI. DIR. AT LK NONA | 50.0 | $474,889 | $0 | $53,514 | Yes (X) | |||
| CARL WARE PHD | ||||||||
| CENTER DIRECTOR, IIDC | 50.0 | $362,037 | $0 | $48,727 | Yes (X) | |||
| JORGE MOSCAT PHD | ||||||||
| PROGRAM DIRECTOR | 50.0 | $319,251 | $0 | $45,900 | Yes (X) | |||
| DWIGHT TOWLER | ||||||||
| PROGRAM DIRECTOR | 50.0 | $329,949 | $0 | $20,810 | Yes (X) | |||
| JOHN C REED MD PHD | ||||||||
| FORMER CEO | 50.0 | $404,882 | $0 | -$1,373,283 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,619,338 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | -$725,347 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 128 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| DELOITTE TOUCHE LLP | |||||
| 200 SOUTH ORANGE SUITE 200 | SAN DIEGO | CA | 92130 | AUDIT | $295,389 |
| STEVEN K BRAUER | |||||
| 2221 CAMINO DEL RIO S SUITE 300 | SAN DIEGO | CA | 92108 | Consulting Bus. Dev. | $265,335 |
| PABST PATENT GROUP | |||||
| 1545 PEACHTREE ST NE SUITE 320 | ATLANTA | GA | 30309 | LEGAL | $262,506 |
| DLA PIPER | |||||
| PO BOX 64029 | BALTIMORE | MD | 21264 | LEGAL | $252,848 |
| BERMAN PROPERTY MANAGEMENT | |||||
| 721 VERONA STREET | KISSIMMEE | FL | 34741 | JANITORIAL | $227,916 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 8 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $1,042,655 | FundraisingAmt |
| Government Grants | $105,679,170 | GovernmentGrantsAmt |
| All Other Contributions | $39,976,396 | AllOtherContributionsAmt |
| Noncash Contributions | $0 | NoncashContributionsAmt |
| Total Contributions | $146,698,221 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Shared Services Revenue | Desc |
| Business | 541900 | BusinessCd |
| Total Revenue Column | $1,097,834 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,097,834 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,097,834 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,142,402 | TotalRevenueColumnAmt |
| Exclusion | $1,142,402 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $44,824 | TotalRevenueColumnAmt |
| Exclusion | $44,824 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,368,275 | TotalRevenueColumnAmt |
| Exclusion | $2,368,275 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $488,652 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $488,652 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $488,652 | TotalRevenueColumnAmt |
| Exclusion | $488,652 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $27,585,729 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $27,466,427 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $119,302 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $119,302 | TotalRevenueColumnAmt |
| Exclusion | $119,302 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $43,800 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,042,655 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $257,540 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$213,740 | TotalRevenueColumnAmt |
| Exclusion | -$213,740 | ExclusionAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| RESEARCH | 541900 | $1,744,197 | $0 | $1,744,197 | $0 |
| SALE OF REAGENTS | 541900 | $69,642 | $69,642 | $0 | $0 |
| SYMPOSIUM FEES | 900099 | $117,956 | $117,956 | $0 | $0 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $190,438 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $190,204 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $234 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,122,233 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $153,868,003 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,475,636 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,744,431 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,949,715 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,287,173 | TotalAmt |
| Program Services | $537,746 | ProgramServicesAmt |
| Management And General | $1,749,427 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $194,450 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $19,445 | ManagementAndGeneralAmt |
| Fundraising | $175,005 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,135,155 | TotalAmt |
| Program Services | $47,836,192 | ProgramServicesAmt |
| Management And General | $7,269,248 | ManagementAndGeneralAmt |
| Fundraising | $1,029,715 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,780,907 | TotalAmt |
| Program Services | $3,159,424 | ProgramServicesAmt |
| Management And General | $552,064 | ManagementAndGeneralAmt |
| Fundraising | $69,419 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,426,086 | TotalAmt |
| Program Services | $7,240,288 | ProgramServicesAmt |
| Management And General | $1,032,736 | ManagementAndGeneralAmt |
| Fundraising | $153,062 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,433,164 | TotalAmt |
| Program Services | $2,799,450 | ProgramServicesAmt |
| Management And General | $556,390 | ManagementAndGeneralAmt |
| Fundraising | $77,324 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,203,331 | TotalAmt |
| Program Services | $839,961 | ProgramServicesAmt |
| Management And General | $1,354,785 | ManagementAndGeneralAmt |
| Fundraising | $8,585 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $584,109 | TotalAmt |
| Program Services | $52,576 | ProgramServicesAmt |
| Management And General | $523,346 | ManagementAndGeneralAmt |
| Fundraising | $8,187 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $399,991 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $399,991 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $141,533 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $141,533 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,888 | TotalAmt |
| Fundraising | $80,888 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,190 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $16,190 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $989,957 | TotalAmt |
| Program Services | $736,041 | ProgramServicesAmt |
| Management And General | $245,711 | ManagementAndGeneralAmt |
| Fundraising | $8,205 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,538 | TotalAmt |
| Program Services | $10,843 | ProgramServicesAmt |
| Management And General | $3,509 | ManagementAndGeneralAmt |
| Fundraising | $51,186 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,173,659 | TotalAmt |
| Program Services | $8,489,036 | ProgramServicesAmt |
| Management And General | $594,648 | ManagementAndGeneralAmt |
| Fundraising | $89,975 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,359,158 | TotalAmt |
| Program Services | $1,068,848 | ProgramServicesAmt |
| Management And General | $260,042 | ManagementAndGeneralAmt |
| Fundraising | $30,268 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,688,682 | TotalAmt |
| Program Services | $12,218,346 | ProgramServicesAmt |
| Management And General | $1,361,494 | ManagementAndGeneralAmt |
| Fundraising | $108,842 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $679,657 | TotalAmt |
| Program Services | $576,023 | ProgramServicesAmt |
| Management And General | $87,670 | ManagementAndGeneralAmt |
| Fundraising | $15,964 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,312,067 | TotalAmt |
| Program Services | $975,572 | ProgramServicesAmt |
| Management And General | $311,403 | ManagementAndGeneralAmt |
| Fundraising | $25,092 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,439,937 | TotalAmt |
| Program Services | $3,126,514 | ProgramServicesAmt |
| Management And General | $285,162 | ManagementAndGeneralAmt |
| Fundraising | $28,261 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,374,712 | TotalAmt |
| Program Services | $15,445,839 | ProgramServicesAmt |
| Management And General | $1,809,715 | ManagementAndGeneralAmt |
| Fundraising | $119,158 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,695 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $82,695 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $142,659,251 | TotalAmt |
| Program Services | $121,294,400 | ProgramServicesAmt |
| Management And General | $19,151,750 | ManagementAndGeneralAmt |
| Fundraising | $2,213,101 | FundraisingAmt |
Total Joint Costs TotalJointCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,669,367 | BOYAmt |
| EOY | $4,983,085 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,237,397 | BOYAmt |
| EOY | $25,616,856 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,941,590 | BOYAmt |
| EOY | $19,526,219 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $503,732 | BOYAmt |
| EOY | $1,614,372 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,186,166 | BOYAmt |
| EOY | $978,037 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,113,457 | BOYAmt |
| EOY | $5,733,753 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $448,178 | BOYAmt |
| EOY | $175,774 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,412,047 | BOYAmt |
| EOY | $8,222,046 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $294,909,942 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $147,696,345 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $155,094,266 | BOYAmt |
| EOY | $147,213,597 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,491,582 | BOYAmt |
| EOY | $122,618,621 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,155,924 | BOYAmt |
| EOY | $2,986,856 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $315,253,706 | BOYAmt |
| EOY | $339,669,216 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,867,973 | BOYAmt |
| EOY | $18,358,963 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,516,399 | BOYAmt |
| EOY | $20,329,985 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,831,116 | BOYAmt |
| EOY | $69,273,264 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,215,489 | BOYAmt |
| EOY | $107,962,212 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,369,944 | BOYAmt |
| EOY | $84,857,756 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $125,635,591 | BOYAmt |
| EOY | $134,816,566 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,032,682 | BOYAmt |
| EOY | $12,032,682 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $215,038,217 | BOYAmt |
| EOY | $231,707,004 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $315,253,706 | BOYAmt |
| EOY | $339,669,216 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $11,208,752 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $5,398,251 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $61,784 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $150,769,181 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $160,093,433 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $156,880,684 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $146,497,371 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $146,698,221 | CurrentTaxYearAmt |
| Total | $760,938,890 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $150,769,181 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $160,093,433 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $156,880,684 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $146,497,371 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $146,698,221 | CurrentTaxYearAmt |
| Total | $760,938,890 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $44,359,603 | SubstantialContributorsTotAmt |
| Public Support Total170 | $716,579,287 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,354,102 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,037,946 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,402,201 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,000,400 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,044,153 | CurrentTaxYearAmt |
| Total | $15,838,802 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $144,833 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $195,599 | CurrentTaxYearAmt |
| Total | $340,432 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $777,118,124 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $6,747,169 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.92210 | PublicSupportCY170Pct |
| Public Support PY170 | 0.95250 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | Yes (true) | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Media Advertisements | $0 | MediaAdvertisementsAmt |
| Mailings Members | false | MailingsMembersInd |
| Mailings Members | $0 | MailingsMembersAmt |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Publications Or Broadcast | $0 | PublicationsOrBroadcastAmt |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Grants Other Organizations | $0 | GrantsOtherOrganizationsAmt |
| Direct Contact Legislators | Yes (true) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $142,811 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Rallies Demonstrations | $0 | RalliesDemonstrationsAmt |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Other Activities | $141,533 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $284,344 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE C, PART II-B, LINE 1G | LOBBYING ACTIVITIES CONTACT AND MEET WITH FEDERAL AND STATE LEGISLATORS AND THEIR STAFF TO SEEK POTENTIAL RESEARCH FUNDING. |
| SCHEDULE C, PART II-B, LINE 1I | OTHER 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $22,805,011 | BeginningYearBalanceAmt |
| Contributions | $1,310,000 | ContributionsAmt |
| Investment Earnings Or Losses | $3,778,222 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,022,719 | OtherExpendituresAmt |
| End Year Balance | $26,870,514 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $21,200,471 | BeginningYearBalanceAmt |
| Contributions | $9,000 | ContributionsAmt |
| Investment Earnings Or Losses | $2,517,312 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $921,772 | OtherExpendituresAmt |
| End Year Balance | $22,805,011 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $21,602,848 | BeginningYearBalanceAmt |
| Contributions | $29,575 | ContributionsAmt |
| Investment Earnings Or Losses | $961,439 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,393,391 | OtherExpendituresAmt |
| End Year Balance | $21,200,471 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,352,544 | BeginningYearBalanceAmt |
| Contributions | $1,050,000 | ContributionsAmt |
| Investment Earnings Or Losses | $1,656,322 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $456,018 | OtherExpendituresAmt |
| End Year Balance | $21,602,848 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,181,323 | BeginningYearBalanceAmt |
| Contributions | $2,983,403 | ContributionsAmt |
| Investment Earnings Or Losses | $1,912,336 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $724,518 | OtherExpendituresAmt |
| End Year Balance | $19,352,544 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.48270 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.44790 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.06940 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $25,793,088 | OtherCostOrOtherBasisAmt |
| Book Value | $25,793,088 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $163,973,269 | OtherCostOrOtherBasisAmt |
| Depreciation | $61,200,145 | DepreciationAmt |
| Book Value | $102,773,124 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $105,095,706 | OtherCostOrOtherBasisAmt |
| Depreciation | $86,496,200 | DepreciationAmt |
| Book Value | $18,599,506 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $47,879 | OtherCostOrOtherBasisAmt |
| Book Value | $47,879 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $147,213,597 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
| Total Liability | $0 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $159,251,000 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $5,398,251 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $936 | OtherRevenueAmt |
| Revenue Not Reported | $5,399,187 | RevenueNotReportedAmt |
| Revenue Subtotal | $153,851,813 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $16,190 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $16,190 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $153,868,003 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $142,582,000 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | -$61,061 | OtherExpensesIncludedAmt |
| Expenses Not Reported | -$61,061 | ExpensesNotReportedAmt |
| Expenses Subtotal | $142,643,061 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $16,190 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $16,190 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $142,659,251 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PART V, LINE 4 | INTENDED USES OF THE ORGANIZATION'S ENDOWMENT FUNDS THE INSTITUTE'S ENDOWMENT FUNDS ARE ESTABLISHED FOR VARIOUS PURPOSES: SCIENTIFIC RESEARCH, ALS RESEARCH, CEO CHAIR, PRESIDENTIAL CHAIR, LEADERSHIP CHAIR IN CANCER RESEARCH, AND UNRESTRICTED AS TO INCOME. |
| SCHEDULE D, PART X, LINE 2 | FIN 48 (ASC 740) FOOTNOTE THE INSTITUTE HAS NO MATERIAL DEFERRED TAX ASSETS OR DEFERRED TAX LIABILITIES RECORDED AS OF JUNE 30, 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 2D | ROUNDING $936 |
| SCHEDULE D, PART XII, LINE 2D | UNREALIZED GAIN ON INTEREST RATE SWAP ($61,784) ROUNDING 723 --------- TOTAL ($61,061) |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (7 entries)
| RegionRegionTxt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| Europe (Including Iceland and Greenland) | 72 | Program services | SEE PART V | $123,696 |
| East Asia and the Pacific | 23 | Program services | SEE PART V | $36,436 |
| South Asia | 6 | Program services | SEE PART V | $17,953 |
| Middle East and North Africa | 4 | Program services | SEE PART V | $2,855 |
| South America | 3 | Program services | SEE PART V | $505 |
| Central America and the Caribbean | 5 | Program services | SEE PART V | $6,137 |
| Sub-Saharan Africa | 4 | Program services | SEE PART V | $4,003 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Employees | 117 | SubtotalEmployeesCnt |
| Total Employee | 117 | TotalEmployeeCnt |
| Subtotal Spent | $191,585 | SubtotalSpentAmt |
| Total Spent | $191,585 | TotalSpentAmt |
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE F, PART I, LINE 3 | SUPPLEMENTAL 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 E | TYPE OF SERVICE SPECIFIC PROGRAM SERVICE ACTIVITY IN ALL REGIONS IS AGENTS ATTENDING AND/OR SPEAKING AT SCIENTIFIC CONFERENCES AND COLLABORATIONS. |
| SCHEDULE F, PART I, LINE 3, COLUMN F | ACCOUNTING METHOD THE ACCRUAL METHOD OF ACCOUNTING WAS USED TO DETERMINE THE AMOUNTS IN PART I, LINE 3, COLUMN (F). |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)
| ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Retained By ContractorRetainedByContractorAmt |
|---|---|---|
| SEXTON BLUM AND ASSOCIATES | ||
| CONSULTING | false | $75,888 |
| ED GILLENWATER PARTNERS | ||
| CONSULTING | false | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $80,888 | TotalRetainedByContractorsAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | ID | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | IN | LicensedStatesCd |
| Licensed States | IA | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | MT | LicensedStatesCd |
| Licensed States | NE | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | SD | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | TX | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WY | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GALA | NameOfEvent1Amt |
| Gross Receipts Event1 | $984,033 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $960,033 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $24,000 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $38,433 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $99,465 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $51,338 | OtherDirectExpensesEvent1Amt |
| Name Of Event2 | BRING IT | NameOfEvent2Amt |
| Gross Receipts Event2 | $102,422 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $82,622 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $19,800 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $2,625 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $29,255 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $22,407 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $14,017 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 0 | OtherEventsTotalCnt |
| Gross Receipts Total | $1,086,455 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,042,655 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $43,800 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $2,625 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $67,688 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $121,872 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $65,355 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $257,540 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$213,740 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KRISTIINA VUORI MD PHD | ||||||||||||||
| 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 ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Schedule J, Part I, Line 1a | FIRST CLASS TRAVEL FIRST CLASS TRAVEL IS GENERALLY NOT PERMITTED, EXCEPT UNDER VERY LIMITED AND RARE CIRCUMSTANCES AND CONDITIONS, SUCH AS A MEDICAL CONDITION REQUIREMENT AND URGENT CIRCUMSTANCES. THIS WAS NOT TREATED AS TAXABLE COMPENSATION. HEALTH OR SOCIAL CLUB DUES HEALTH OR SOCIAL CLUB DUES ARE NEGOTIATED IN THE HIRING PROCESS FOR CERTAIN EMPLOYEES. THE AMOUNTS WERE TREATED AS TAXABLE COMPENSATION. |
| Form 990, Schedule J, Part I, Line 4b | SUPPLEMENTAL 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 7 | NON-FIXED PAYMENTS SOME SENIOR EXECUTIVES HAVE EMPLOYMENT AGREEMENTS STIPULATING A BONUS WILL BE PAID TO THEM PROVIDED CERTAIN GOALS OR ACCOMPLISHMENTS ARE ACHIEVED. |
| Form 990, Schedule J, Part II, Column (C) | RETIREMENT AND OTHER DEFERRED COMPENSATION THE AMOUNT REPORTED IN SCHEDULE J, PART II, COLUMN C FOR KRISTIINA VUORI 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 ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| COUNTY OF SAN DIEGO | ||||||||
| A | 956000934 | 797391G60 | 2006-02-01 | $60,572,867 | SEE PART VI | false | false | false |
| COUNTY OF SAN DIEGO | ||||||||
| B | 956000934 | 797391K99 | 2012-11-15 | $18,885,000 | FINANCE PROPERTY AND CAPITAL EQUIP | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate 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 | $0 | 2000 | false | Yes (true) | Yes (true) | Yes (true) |
| B | $0 | $0 | $18,885,000 | $0 | $0 | $0 | $0 | $0 | $0 | $18,885,000 | $0 | $0 | 2012 | false | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.03530 | 0.03530 | false | false | false | false |
| B | false | false | false | false | 0.01980 | 0.01980 | false | false | false | false |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line1GICProviderName/BusinessNameLine1 | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 0 | ||||||||||||
| A | Yes (true) | false | false | false | 0 | false | false | |||||
| BANK OF AMERICA | ||||||||||||
| B | false | Yes (true) | Yes (true) | false | 0 | false | false | Yes (true) | false | 25. | Yes (true) | false |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | false |
| B | Yes (true) |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE K, PART I, ROW A, COLUMN (F) | FormAndLineReferenceDesc |
| Explanation | REFINANCE 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 OrgRelationshipWithOrgTxt | Loan PurposeLoanPurposeTxt | Loan From OrganizationLoanFromOrganizationInd | Original PrincipalOriginalPrincipalAmt | Balance DueBalanceDueAmt | DefaultDefaultInd | Board Or Committee ApprovalBoardOrCommitteeApprovalInd | Written AgreementWrittenAgreementInd |
|---|---|---|---|---|---|---|---|
| DANIEL KELLY | |||||||
| HIGHEST COMP. EMP. | QUAL. EMPLOYEE RELOC | Yes (X) | $500,000 | $429,167 | false | Yes (true) | Yes (true) |
| DWIGHT TOWLER | |||||||
| EMPLOYEE | QUAL. EMPLOYEE RELOC | Yes (X) | $100,000 | $100,000 | false | Yes (true) | Yes (true) |
| GARY RAISL | |||||||
| OFFICER | QUAL. EMPLOYEE RELOC | Yes (X) | $225,000 | $225,000 | false | Yes (true) | Yes (true) |
| JORGE MOSCAT | |||||||
| EMPLOYEE | QUAL. EMPLOYEE RELOC | Yes (X) | $200,000 | $76,456 | false | Yes (true) | Yes (true) |
| STUART LIPTON | |||||||
| EMPLOYEE | QUAL. EMPLOYEE RELOC | Yes (X) | $400,000 | $147,414 | false | Yes (true) | Yes (true) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $978,037 | TotalBalanceDueAmt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| LIFE TECHNOLOGIES | |||
| GREG LUCIER - TRUSTEE | $995,610 | PURCHASE SUPPLIES AND SERVICES | false |
| LOCKTON | |||
| DOUG OBENSHAIN - TRUSTEE | $197,317 | INSURANCE SERVICES | false |
| PHILIP GRAHAM - SON OF TRUSTEE | |||
| GAYLE WILSON - TRUSTEE | $194,450 | COMPENSATION | false |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 1 & PART III, LINE 1 | ORGANIZATION'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 4A | PROGRAM 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 PROGRAM | RESEARCHERS 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 PROGRAM | IMAGES 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. |
| FORM 990, PART VI, LINE 11B | PROCESS USED BY MANAGEMENT AND/OR GOVERNING BODY TO REVIEW FORM 990 THE 990 IS PREPARED BY THE FINANCE DEPARTMENT. IT IS REVIEWED BY THE INSTITUTE'S TAX ADVISORS, SELECTED MEMBERS OF MANAGEMENT INCLUDING THE EXECUTIVE VICE PRESIDENT/CHIEF FINANCIAL OFFICER AND CHIEF ADMINISTRATIVE OFFICER, AND THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES AND PROVIDED TO MEMBERS OF THE BOARD PRIOR TO FILING. |
| FORM 990, PART VI, QUESTION 12C | DESCRIPTION OF PROCESS TO MONITOR TRANSACTIONS FOR CONFLICT OF INTEREST CONFLICT OF INTEREST STATEMENTS ARE GIVEN TO TRUSTEES, OFFICERS, AND PRINCIPAL INVESTIGATORS ON A PERIODIC BASIS TO REPORT ON CONFLICTS OR LACK OF CONFLICTS. THE STATEMENTS ARE REVIEWED ANNUALLY BY THE SENIOR DIRECTOR, INTELLECTUAL PROPERTY, DIRECTOR OF ACCOUNTING, AND THE SENIOR DIRECTOR, SPONSORED RESEARCH, WITH A SUMMARY OF THE REVIEW PROVIDED TO THE VP FINANCE/CONTROLLER AND THE EXECUTIVE VICE PRESIDENT/CAO/CFO/TREASURER. AN ASSESSMENT IS MADE TO WHETHER A CONFLICT CAN BE MANAGED BY THE EXISTING DEPARTMENTS AND PRACTICES. CONFLICTS ARE BROUGHT TO THE BOARD OF TRUSTEES ON AN AS NEEDED BASIS. CONFLICTS AND POTENTIAL CONFLICTS THAT INVOLVE THE CEO OR THE PRESIDENT ARE BROUGHT TO THE BOARD OF TRUSTEES TO ADDRESS ANY ACTUAL OR POTENTIAL POSSIBILITY THAT THE DESIGNATED REVIEWERS (I.E., SENIOR DIRECTOR, INTELLECTUAL PROPERTY, DIRECTOR OF ACCOUNTING, THE SENIOR DIRECTOR, SPONSORED RESEARCH, VP FINANCE/CONTOLLER, AND THE EXECUTIVE VICE PRESIDENT/CAO/CFO/TREASURER) COULD BE PRESSURED TO MAKE BIASED DECISIONS IN MANAGING CONFLICTS INVOLVING THE CEO OR PRESIDENT. AS TO RESTRICTIONS IMPOSED: THE INSTITUTE WILL EMPLOY THE MECHANISM THAT IS THE BEST FIT WITH THE FACTS AND CIRCUMSTANCES OF ANY IDENTIFIED CONFLICT OF INTEREST. METHODS TO MANAGE POTENTIAL CONFLICTS/ENFORCEMENT MECHANISM: REVIEWING MANAGEMENT AND THE AUDIT COMMITTEE ARE RESPONSIBLE FOR MANAGING, REDUCING, OR ELIMINATING REAL OR POTENTIAL CONFLICTS OF INTEREST. EXAMPLES OF CONDITIONS OR RESTRICTIONS THAT MIGHT BE IMPOSED TO MANAGE, REDUCE, OR ELIMIATE CONFLICTS OF INTERESTS INCLUDE: -PUBLIC DISCLOSURE OF SIGNIFICANT FINANCIAL INTERESTS -MONITORING OF RESEARCH BY INDEPENDENT REVIEWERS -MODIFICATION OF THE RESEARCH PLAN -DISQUALIFICATION FROM PARTICIPATION IN THE PORTION OF FUNDED RESEARCH THAT COULD BE AFFECTED BY SIGNIFICANT FINANCIAL INTEREST -DIVESTITURE OF SIGNIFICANT FINANCIAL INTERESTS -SEVERENCE OF RELATIONSHIPS THAT CREATE ACTUAL OR POTENTIAL CONFLICTS -REVIEW OF COMMERCIAL SPONSORED RESEARCH AGREEMENTS FOR SCIENTIFIC MERIT BY THE PROGRAM PLANNING COMMITTEE -REMOVAL OF AN AFFECTED PARTY FROM NEGOTIATIONS WITH A COMPANY WITH HE/SHE HAS SIGNIFICANT FINANCIAL INTEREST. |
| FORM 990, PART VI, QUESTION 15A AND 15B | PROCESS 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 |
| FORM 990, PART VI, LINE 19 | AVAIL OF GOV DOCS, CONFLICT OF INTEREST POLICY & FIN STMTS TO GEN PUBLIC DOCUMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 5 | OTHER CHANGES IN NET ASSETS OR FUND BALANCES UNREALIZED GAIN (LOSS) ON INTEREST RATE SWAP: 61,784 |