SCRIPPS RESEARCH INSTITUTE: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- SCRIPPS RESEARCH INSTITUTE (EIN 33-0435954)
- Tax period
- 2013-10-01 to 2014-09-30
- Filed
- 2015-08-03
- IRS object ID
- 201512159349301066
- 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 I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-08-03T13:17:44-05:00 | ReturnTs |
| Tax Period End | 2014-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 655 WEST BROADWAY SUITE 700 | AddressLine1 |
| City | SAN DIEGO | City |
| State | CA | State |
| ZIP Code | 921018590 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330435954 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SCRIPPS RESEARCH INSTITUTE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SCRI | BusinessNameControlTxt |
| Phone | 8587841000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10550 NORTH TORREY PINES ROAD | AddressLine1 |
| City | LA JOLLA | City |
| State | CA | State |
| ZIP Code | 92037 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DONNA WESTON | PersonNm |
| Person Title | SENIOR VP, CFO | PersonTitleTxt |
| Phone | 8587841000 | PhoneNum |
| Signature | 2015-07-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DIANA J MCCUTCHEN | PreparerPersonNm |
| PTIN | P00545657 | PTIN |
| Phone | 6192326500 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10550 NORTH TORREY PINES ROAD | AddressLine1 |
| City | LA JOLLA | City |
| State | CA | State |
| ZIP Code | 92037 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $602,236,031 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SCRIPPS.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1924 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TSRI CONDUCTS BIOMEDICAL AND BIOCHEMICAL RESEARCH AND POSTGRADUATE TRAINING PROGRAMS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 2775 | TotalEmployeeCnt |
| Total Volunteers | 27 | TotalVolunteersCnt |
| Total Gross UBI | -$835,072 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$864,481 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $334,268,986 | PYContributionsGrantsAmt |
| CY Contributions Grants | $321,259,868 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,768,760 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,443,967 | CYProgramServiceRevenueAmt |
| PY Investment Income | $18,149,216 | PYInvestmentIncomeAmt |
| CY Investment Income | $48,324,376 | CYInvestmentIncomeAmt |
| PY Other Revenue | $8,660,622 | PYOtherRevenueAmt |
| CY Other Revenue | $5,702,828 | CYOtherRevenueAmt |
| PY Total Revenue | $365,847,584 | PYTotalRevenueAmt |
| CY Total Revenue | $379,731,039 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $6,890,395 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $8,745,844 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $171,810,363 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $187,814,675 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $174,309 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $184,484 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,626,477 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $200,090,850 | PYOtherExpensesAmt |
| CY Other Expenses | $192,581,386 | CYOtherExpensesAmt |
| PY Total Expenses | $378,965,917 | PYTotalExpensesAmt |
| CY Total Expenses | $389,326,389 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$13,118,333 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$9,595,350 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $883,112,215 | TotalAssetsBOYAmt |
| Total Assets EOY | $846,527,407 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $155,638,584 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $149,873,471 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $727,473,631 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $696,653,936 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE SCRIPPS RESEARCH INSTITUTE ("TSRI") PERFORMS HIGH IMPACT BASIC BIOMEDICAL RESEARCH, IMPROVES THE HUMAN CONDITION BY FOSTERING TRANSLATION OF ITS DISCOVERIES INTO USEFUL PRODUCTS AND ENGAGES IN THE HIGHEST QUALITY GRADUATE SCIENTIFIC EDUCATION AND POST GRADUATE SCIENTIFIC TRAINING. TSRI IS KNOWN FOR ITS ENTREPRENEURIAL ENVIRONMENT AND ITS EMPHASIS IN RESEARCH RELATING TO SYNTHETIC CHEMISTRY, THE RELATIONSHIP BETWEEN MOLECULAR STRUCTURE AND ACTIVITY AND CHEMICAL BIOLOGY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $347,183,827 | ExpenseAmt |
| Revenue | $4,443,967 | RevenueAmt |
| Desc | RESEARCH IS CONDUCTED IN LA JOLLA, CALIFORNIA AND JUPITER, FLORIDA WITH GRANTS, CONTRACTS AND FELLOWSHIPS THAT ARE RECEIVED FROM PUBLIC AND PRIVATE INSTITUTIONS AND INDIVIDUALS. THESE AWARDS FUND BIOMEDICAL RESEARCH AND THE DEVELOPMENT OF ANSWERS TO FUNDAMENTAL AND IMPORTANT QUESTIONS. WE BELIEVE THAT THE PURSUIT OF BASIC KNOWLEDGE IN CHEMISTRY AND BIOLOGY WILL INEVITABLY LEAD TO BENEFICIAL RESULTS APPLICABLE TO THE HUMAN CONDITION AND TREATMENT OF DISEASE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $22,214,104 | ExpenseAmt |
| Grant | $8,745,844 | GrantAmt |
| Desc | TSRI RECOGNIZES THAT A ROBUST EDUCATION PROGRAM IS KEY TO THE SUCCESS OF ITS LABORATORY-BASED INVESTIGATIONS, AND OFFERS BOTH GRADUATE AND POST-GRADUATE EDUCATION PROGRAMS. POST-DOCTORAL EDUCATION PROGRAMS INCLUDE FELLOWSHIPS FOR FOCUSED AND SUPERVISED TRAINING ON PROBLEMS THAT WILL BECOME CENTRAL TO SUBSEQUENT INVESTIGATIONS AS THESE YOUNG SCIENTISTS BEGIN THEIR SCIENTIFIC CAREERS. TSRI'S GRADUATE PROGRAM SEEKS TO CREATE AN INDIVIDUALIZED CURRICULUM FOR STUDENTS STUDYING AT THE INTERFACE OF BIOLOGY AND CHEMISTRY - AREAS OF SCIENTIFIC INQUIRY FOR WHICH THE SCRIPPS RESEARCH INSTITUTE HAS EARNED ITS REPUTATION FOR EXCELLENCE. COURSES CAN BE CHOSEN FOR EITHER FOCUSED OR INTERDISCIPLINARY STUDIES. OPPORTUNITIES TO CRAFT A RESEARCH PROJECT AND AREA OF STUDY THAT ENCOMPASSES SEVERAL LABORATORIES OUTSIDE OF THE STUDENT'S MENTOR ARE NOT ONLY AVAILABLE BUT ENCOURAGED. ACCOMMODATIONS ARE MADE TO SUIT THE STUDENT'S SENSIBILITIES AND OBSTACLES ARE ROUTINELY OVERCOME TO KEEP THE BEST INTERESTS OF THE STUDENTS AT THE FOREFRONT OF THE PROGRAM. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $369,397,931 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 256 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 2775 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | 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 | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DONNA WESTON | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8587848300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3301 NORTH TORREY PINES COURT | AddressLine1 |
| City | LA JOLLA | City |
| State | CA | State |
| ZIP Code | 92037 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (34 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| JAMES PAULSON PHD | |||||||||
| ACTING PRES, TRUSTEE | 40.00 | Yes (X) | Yes (X) | $284,283 | $0 | $65,724 | |||
| MARSHALL M CRISER III | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN DAVIS | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| THOMAS E DEWEY JR | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ALEXANDER W DREYFOOS | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| RICHARD J ELKUS JR | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| PETER C FARRELL PHD DSC | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DENNIS M FENTON PHD | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARJORIE FINK | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| RICHARD A GEPHARDT | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| THOMAS H INSLEY | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| AMIN KHOURY | |||||||||
| TRUSTEE THROUGH 8/13/14 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JAMES E LABELLE MD | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| CLAUDIA S LUTTRELL | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ALAN C MENDELSON | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| WILLIAM H MOLLOIE | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARK PEARSON | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| BERNARD SAINT-DONAT | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| LYNN SCHENK | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARK S SKAGGS | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| RICHARD SLOANE | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| HORACIO VALEIRAS | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MICHAEL A MARLETTA | |||||||||
| PAST PRESIDENT | 40.00 | Yes (X) | $810,702 | $0 | $66,257 | ||||
| DONNA WESTON | |||||||||
| SR. VP, CFO, TREASURER | 40.00 | Yes (X) | $368,958 | $0 | $62,486 | ||||
| THOMAS NORTHRUP | |||||||||
| CHF BUS. CNSL, ASST. SEC | 40.00 | Yes (X) | $255,980 | $0 | $53,051 | ||||
| PETER K VOGT | |||||||||
| EXEC VP & CHIEF SCI OFF | 40.00 | Yes (X) | $315,770 | $0 | $63,648 | ||||
| CARY THOMAS | |||||||||
| SR. VP. | 40.00 | $359,906 | $0 | $67,785 | Yes (X) | ||||
| KAYE I WYNNE | |||||||||
| VP. OSP | 40.00 | $291,156 | $0 | $64,587 | Yes (X) | ||||
| RICHARD A LERNER | |||||||||
| INSTITUTE PROFESSOR | 40.00 | $606,435 | $0 | $63,473 | Yes (X) | ||||
| GERALD J JOYCE | |||||||||
| DEAN OF FACULTY | 40.00 | $418,308 | $0 | $67,911 | Yes (X) | ||||
| WILLIAM R ROUSH | |||||||||
| PROFESSOR | 40.00 | $415,955 | $0 | $65,317 | Yes (X) | ||||
| ROY G SMITH | |||||||||
| CHAIRMAN, METABOLISM | 40.00 | $394,997 | $0 | $69,534 | Yes (X) | ||||
| PETER E WRIGHT | |||||||||
| PROFESSOR | 40.00 | $375,230 | $0 | $64,578 | Yes (X) | ||||
| DOUGLAS A BINGHAM | |||||||||
| FORMER EXEC VP, COO, SEC. | 40.00 | $2,832,526 | $0 | $18,106 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $7,730,206 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $792,457 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 293 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| OLSON & CEPURITIS LTD | |||||
| 20 NORTH WACKER DRIVE 36TH FLOOR | CHICAGO | IL | 60606 | LAWYER | $697,538 |
| SCHWEGMAN LUNDBERG WOESSNER PA | |||||
| 1600 TCF TOWER 121 S 8TH ST | MINNEAPOLIS | MN | 55402 | LAWYER | $681,574 |
| QUINE INTELLECTUAL | |||||
| 2033 CLEMENT AVENUE | ALEMEDA | CA | 94501 | LAWYER | $495,990 |
| DELOITTE & TOUCHE LLP | |||||
| 655 W BROADWAY SUITE 700 | SAN DIEGO | CA | 921018590 | AUDIT & TAX | $271,360 |
| KILPATRICK TOWNSEND & STO | |||||
| DEPT 34542 PO BOX 39000 | SAN FRANCISCO | CA | 94139 | LAWYER | $210,560 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 13 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $454,608 | FundraisingAmt |
| Government Grants | $266,349,372 | GovernmentGrantsAmt |
| All Other Contributions | $54,455,888 | AllOtherContributionsAmt |
| Noncash Contributions | $162,329 | NoncashContributionsAmt |
| Total Contributions | $321,259,868 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PATENT OFFICE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $4,443,967 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,443,967 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,443,967 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,851,866 | TotalRevenueColumnAmt |
| Exclusion | $9,851,866 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,331,092 | TotalRevenueColumnAmt |
| Exclusion | $5,331,092 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $686,496 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $819,278 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$132,782 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$132,782 | TotalRevenueColumnAmt |
| Exclusion | -$132,782 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $190,027,357 | SecuritiesAmt |
| Other | $69,951,687 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $164,942,405 | SecuritiesAmt |
| Other | $56,564,129 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $25,084,952 | SecuritiesAmt |
| Other | $13,387,558 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $38,472,510 | TotalRevenueColumnAmt |
| Exclusion | $38,472,510 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $179,180 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $454,608 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $179,180 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| SHARED SERVICES - SCRIPPS HEALTH | 900099 | $504,518 | $504,518 | |
| K-1 INCOME | 531390 | -$835,072 | -$835,072 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $835,072 | TotalRevenueColumnAmt |
| Exclusion | $835,072 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $504,518 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $379,731,039 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,443,967 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$835,072 | UnrelatedBusinessRevenueAmt |
| Exclusion | $54,862,276 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,236,672 | TotalAmt |
| Program Services | $8,236,672 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $509,172 | TotalAmt |
| Program Services | $509,172 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,082,293 | TotalAmt |
| Program Services | $1,327,613 | ProgramServicesAmt |
| Management And General | $1,754,680 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,696,769 | TotalAmt |
| Program Services | $129,710,677 | ProgramServicesAmt |
| Management And General | $5,053,059 | ManagementAndGeneralAmt |
| Fundraising | $1,933,033 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,848,130 | TotalAmt |
| Program Services | $10,150,750 | ProgramServicesAmt |
| Management And General | $542,406 | ManagementAndGeneralAmt |
| Fundraising | $154,974 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,298,126 | TotalAmt |
| Program Services | $29,147,124 | ProgramServicesAmt |
| Management And General | $927,264 | ManagementAndGeneralAmt |
| Fundraising | $223,738 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,889,357 | TotalAmt |
| Program Services | $6,458,546 | ProgramServicesAmt |
| Management And General | $335,536 | ManagementAndGeneralAmt |
| Fundraising | $95,275 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,773 | TotalAmt |
| Program Services | $93,773 | ProgramServicesAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $184,484 | TotalAmt |
| Fundraising | $184,484 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,609,295 | TotalAmt |
| Program Services | $59,944,522 | ProgramServicesAmt |
| Management And General | $3,244,560 | ManagementAndGeneralAmt |
| Fundraising | $420,213 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,741,753 | TotalAmt |
| Program Services | $2,516,515 | ProgramServicesAmt |
| Management And General | $77,618 | ManagementAndGeneralAmt |
| Fundraising | $147,620 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,081,867 | TotalAmt |
| Program Services | $22,775,824 | ProgramServicesAmt |
| Management And General | $1,216,324 | ManagementAndGeneralAmt |
| Fundraising | $89,719 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,511,310 | TotalAmt |
| Program Services | $3,340,048 | ProgramServicesAmt |
| Management And General | $57,871 | ManagementAndGeneralAmt |
| Fundraising | $113,391 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,177,208 | TotalAmt |
| Program Services | $2,177,208 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,119,506 | TotalAmt |
| Program Services | $33,005,293 | ProgramServicesAmt |
| Fundraising | $114,213 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,687,517 | TotalAmt |
| Program Services | $3,693,881 | ProgramServicesAmt |
| Management And General | -$7,334 | ManagementAndGeneralAmt |
| Fundraising | $970 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| LAB SUPPLIES | $37,025,133 | $35,123,561 | $1,602,662 | $298,910 |
| UTILITIES | $14,828,666 | $14,391,112 | $437,554 | |
| PROFESSIONAL SERVICES | $9,632,333 | $7,903,337 | $1,497,335 | $231,661 |
| RENTAL EXPENSES | -$1,926,975 | -$1,107,697 | -$819,278 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $389,326,389 | TotalAmt |
| Program Services | $369,397,931 | ProgramServicesAmt |
| Management And General | $16,301,981 | ManagementAndGeneralAmt |
| Fundraising | $3,626,477 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,618,334 | BOYAmt |
| EOY | $17,930,440 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,884,172 | BOYAmt |
| EOY | $45,674,994 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $152,427 | BOYAmt |
| EOY | $1,011,584 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $495,192 | BOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,680,055 | BOYAmt |
| EOY | $2,753,883 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,637 | BOYAmt |
| EOY | $12,249 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,314,509 | BOYAmt |
| EOY | $3,696,877 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $730,919,110 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $381,876,381 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $359,347,038 | BOYAmt |
| EOY | $349,042,729 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $285,455,902 | BOYAmt |
| EOY | $280,638,668 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $151,935,041 | BOYAmt |
| EOY | $140,593,000 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,216,908 | BOYAmt |
| EOY | $5,172,983 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $883,112,215 | BOYAmt |
| EOY | $846,527,407 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,940,298 | BOYAmt |
| EOY | $36,241,955 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,373,162 | BOYAmt |
| EOY | $29,011,692 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,714,973 | BOYAmt |
| EOY | $36,520,524 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,150,000 | BOYAmt |
| EOY | $8,150,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,460,151 | BOYAmt |
| EOY | $39,949,300 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $155,638,584 | BOYAmt |
| EOY | $149,873,471 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $462,607,572 | BOYAmt |
| EOY | $448,954,462 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $223,046,942 | BOYAmt |
| EOY | $205,954,419 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,819,116 | BOYAmt |
| EOY | $41,745,054 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $727,473,631 | BOYAmt |
| EOY | $696,653,936 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $883,112,215 | BOYAmt |
| EOY | $846,527,407 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$9,595,350 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$21,224,340 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$5 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Medical Research Organization | Yes (X) | MedicalResearchOrganizationInd |
Hospital Name And Address HospitalNameAndAddressGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCRIPPS HEALTH | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| City | LA JOLLA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $93,773 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $93,773 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | TSRI PAYS ANNUAL DUES TO THE ASSOCIATION OF INDEPENDENT RESEARCH INSTITUTES (AIRI), CALIFORNIA HEALTHCARE INSTITUTE (CHI), THE CALIFORNIA BIOMEDICAL RESEARCH ASSOCIATION, BIOFLORIDA, CALIFORNIA ASSOCIATION OF CERTIFIED PUBLIC ACCOUNTANTS, AND FLORIDA RESEARCH CONSORTIUM, A PORTION OF WHICH IS USED FOR LOBBYING ACTIVITIES. TSRI ALSO USES THE SERVICES OF SOUTHERN STRATEGY GROUP FOR GOVERNMENTAL RELATIONS NEEDS. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $65,149,149 | BeginningYearBalanceAmt |
| Contributions | $323,271 | ContributionsAmt |
| Investment Earnings Or Losses | $1,679,735 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,509,074 | OtherExpendituresAmt |
| End Year Balance | $65,643,081 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $63,414,527 | BeginningYearBalanceAmt |
| Contributions | $252,501 | ContributionsAmt |
| Investment Earnings Or Losses | $2,154,224 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $672,103 | OtherExpendituresAmt |
| End Year Balance | $65,149,149 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $60,599,628 | BeginningYearBalanceAmt |
| Contributions | $370,091 | ContributionsAmt |
| Investment Earnings Or Losses | $3,094,947 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $650,139 | OtherExpendituresAmt |
| End Year Balance | $63,414,527 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $61,045,904 | BeginningYearBalanceAmt |
| Contributions | $681,736 | ContributionsAmt |
| Investment Earnings Or Losses | $484,627 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,612,639 | OtherExpendituresAmt |
| End Year Balance | $60,599,628 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $57,023,972 | BeginningYearBalanceAmt |
| Contributions | $2,763,384 | ContributionsAmt |
| Investment Earnings Or Losses | $2,641,687 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,383,139 | OtherExpendituresAmt |
| End Year Balance | $61,045,904 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.36000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.64000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $42,645,590 | OtherCostOrOtherBasisAmt |
| Book Value | $42,645,590 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $405,363,564 | OtherCostOrOtherBasisAmt |
| Depreciation | $163,701,066 | DepreciationAmt |
| Book Value | $241,662,498 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $20,731,666 | OtherCostOrOtherBasisAmt |
| Depreciation | $17,094,307 | DepreciationAmt |
| Book Value | $3,637,359 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $257,725,616 | OtherCostOrOtherBasisAmt |
| Depreciation | $199,560,297 | DepreciationAmt |
| Book Value | $58,165,319 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,452,674 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,520,711 | DepreciationAmt |
| Book Value | $2,931,963 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $349,042,729 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT IN LIMITED PARTNERSHIPS | Desc |
| Book Value | $140,593,000 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $140,593,000 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PENSION LIABILITY | $31,368,869 |
| LEASES SCHEDULED RENT AND UNITRUSTS | $8,580,431 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $39,949,300 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $360,433,673 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$21,224,340 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $1,926,975 | OtherRevenueAmt |
| Revenue Not Reported | -$19,297,365 | RevenueNotReportedAmt |
| Revenue Subtotal | $379,731,038 | RevenueSubtotalAmt |
| Other Revenues Not Included | $1 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $379,731,039 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $391,253,364 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $1,926,975 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,926,975 | ExpensesNotReportedAmt |
| Expenses Subtotal | $389,326,389 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $389,326,389 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | INVESTMENT RETURN FROM THE ENDOWMENTS SUPPORTS SCIENTIFIC PROJECTS CONSISTENT WITH THE MISSION AND PRINCIPLES OF THE SCRIPPS RESEARCH INSTITUTE. |
| PART X, LINE 2: | TSRI ADOPTED FIN 48 DURING THE YEAR ENDED 9/30/08. NO LIABILITY FOR UNCERTAIN TAX POSITIONS HAS BEEN RECORDED ON THE FINANCIAL STATEMENTS FOR THE CURRENT YEAR. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES NETTED AGAINST RENT REVENUE 819,278. LOSS ON DISPOSAL OF EQUIPMENT 1,107,697. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | ROUNDING 1. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES NETTED AGAINST RENT REVENUE 819,278. LOSS ON DISPOSAL OF EQUIPMENT 1,107,697. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICES | LAB FOR TSRI SCIENTISTS & STUDENTS | $509,172 |
| CENTRAL AMERICA & THE CARIBBEAN | 0 | 0 | INVESTMENTS | $48,649,807 | |
| SEE PART V |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $49,158,979 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $49,158,979 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EUROPE (INCLUDING ICELAND & GREENLAND) | RegionTxt |
| Purpose Of Grant | LABORATORY FOR TSRI SCIENTIST & STUDENT RESEARCH | PurposeOfGrantTxt |
| Cash Grant | $509,172 | CashGrantAmt |
| Manner Of Cash Disbursement | ELECTRONIC FUND/WIRE | MannerOfCashDisbursementTxt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Description Of Non Cash Asst | N/A | DescriptionOfNonCashAsstTxt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | TSRI MONITORS THE AMOUNTS PROVIDED TO THE FOREIGN ORGANIZATION BY ADHERENCE TO A GRANT CONTRACT FOR THE LAB PROVIDED FOR USE OF THE TSRI RESEARCHER AND MONITORS DETAILED BILLING STATEMENTS FOR STUDENT RESEARCH EXPENDITURES. TSRI HAS MANY SCIENTISTS THAT TRAVEL AROUND THE WORLD. GLOBAL TRAVEL IS REQUIRED BY THE SCIENTISTS TO ATTEND VARIOUS MEETINGS AND SPEAK ON THEIR AREAS OF SPECIALTY. IT IS NOT FEASIBLE TO GATHER THE DETAILED INFORMATION REGARDING EXPENDITURES FOR PART I. THERE ARE NO OFFICES OUTSIDE OF THE U.S. OR EMPLOYEES WHO RESIDE OUTSIDE OF THE U.S. |
| SCHEDULE F, PART IV | TSRI HAS LESS THAN 10% OWNERSHIP IN A FOREIGN CORPORATION DURING THE TAX YEAR AND THEREFORE WAS NOT REQUIRED TO FILE FORM 5471. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| 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 (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| SANKY COMMUNICATIONS INC | ||||||||
| 599 11TH AVENUE 6TH FLOOR | NEW YORK | NY | 10036 | E-PHILANTHROPY | 0 | $161,788 | $88,763 | $73,025 |
| SANKY COMMUNICATIONS INC | ||||||||
| 599 11TH AVENUE 6TH FLOOR | NEW YORK | NY | 10036 | DIRECT MAIL DONOR ACQUISITION | 0 | $31,869 | $95,721 | -$63,852 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $193,657 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $184,484 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $9,173 | TotalNetToOrganizationAmt |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | WOMEN FOR CANCER RESEARCH | NameOfEvent1Amt |
| Gross Receipts Event1 | $179,719 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $173,475 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $6,244 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $628 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $5,616 | OtherDirectExpensesEvent1Amt |
| Name Of Event2 | PGA WOMENS CANCER AWARENESS DAYS | NameOfEvent2Amt |
| Gross Receipts Event2 | $178,308 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $132,459 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $45,849 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $12,688 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $23,102 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $10,060 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 3 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $275,761 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $148,674 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $127,087 | GrossRevenueOtherEventsAmt |
| Food And Beverage Other Events | $38,738 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $500 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $87,848 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $633,788 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $454,608 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $179,180 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $52,054 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $23,602 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $103,524 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $179,180 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $0 | NetIncomeSummaryAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE G, PART I, LINE 2B, COLUMN (V) | FormAndLineReferenceDesc |
| Explanation | THE SANKY DIRECT MAIL DONOR ACQUISITION PROGRAM IS AN OVERALL BUDGET, WHICH INCLUDES THE SANKY AGENCY FEE AND THE UPFRONT COSTS OF ALL PROJECT FEES WITH THIRD-PARTY VENDORS. ALL DIRECT EXPENSES SUCH AS LIST RENTALS, POSTAGE, ETC. ARE SUBSEQUENTLY PAID DIRECTLY TO THE VENDOR FOR EXPENSE REIMBURSEMENTS. THE SANKY E-PHILANTHROPY PROGRAM IS A FLATE RATE, WHICH INCLUDES THE SANKY AGENCY FEE AND ALL PROJECT FEES. THIS INCLUDES ALL DIRECT THIRD-PARTY VENDOR FEES SUCH AS THE MERCHANT ACCOUNT FOR PROCESSING ONLINE CONTRIBUTIONS. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS, STIPENDS FOR KELLOGG GRADUATE SCHOOL | GrantTypeTxt |
| Recipient | 248 | RecipientCnt |
| Cash Grant | $8,236,672 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRADUATE STUDENT STIPENDS ARE PROCESSED VIA PERSONNEL ACTION FORMS WHICH ARE APPROVED BY THE GRADUATE OFFICE AND HUMAN RESOURCES PRIOR TO BEING SENT TO THE PAYROLL OFFICE. ONCE APPROVED,GRADUATE STUDENTS ARE SET UP IN TSRI'S PAYROLL SYSTEM AND ARE DISPERSED ON THE 1ST AND 15TH OF EACH MONTH. MONITORING IS DONE VIA THE INTERACTION BETWEEN THE STUDENT AND FACULTY ADVISOR. AS LONG AS THE STUDENT IS PROGRESSING, S/HE WOULD CONTINUE TO BE PAID. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (13 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JAMES PAULSON PHD | ||||||||||||||
| ACTING PRES, TRUSTEE | $260,347 | $0 | $0 | $0 | $23,936 | $0 | $51,000 | $0 | $14,724 | $0 | $350,007 | $0 | $0 | $0 |
| MICHAEL A MARLETTA | ||||||||||||||
| PAST PRESIDENT | $677,954 | $0 | $0 | $0 | $132,748 | $0 | $51,000 | $0 | $15,257 | $0 | $876,959 | $0 | $0 | $0 |
| DONNA WESTON | ||||||||||||||
| SR. VP, CFO, TREASURER | $352,658 | $0 | $0 | $0 | $16,300 | $0 | $51,000 | $0 | $11,486 | $0 | $431,444 | $0 | $0 | $0 |
| THOMAS NORTHRUP | ||||||||||||||
| CHF BUS. CNSL, ASST. SEC | $247,603 | $0 | $0 | $0 | $8,377 | $0 | $38,061 | $0 | $14,990 | $0 | $309,031 | $0 | $0 | $0 |
| PETER K VOGT | ||||||||||||||
| EXEC VP & CHIEF SCI OFF | $293,057 | $0 | $0 | $0 | $22,713 | $0 | $51,000 | $0 | $12,648 | $0 | $379,418 | $0 | $0 | $0 |
| CARY THOMAS | ||||||||||||||
| SR. VP. | $324,958 | $0 | $0 | $0 | $34,948 | $0 | $51,000 | $0 | $16,785 | $0 | $427,691 | $0 | $0 | $0 |
| KAYE I WYNNE | ||||||||||||||
| VP. OSP | $258,770 | $0 | $0 | $0 | $32,386 | $0 | $51,000 | $0 | $13,587 | $0 | $355,743 | $0 | $0 | $0 |
| RICHARD A LERNER | ||||||||||||||
| INSTITUTE PROFESSOR | $590,967 | $0 | $0 | $0 | $15,468 | $0 | $51,000 | $0 | $12,473 | $0 | $669,908 | $0 | $0 | $0 |
| GERALD J JOYCE | ||||||||||||||
| DEAN OF FACULTY | $412,945 | $0 | $0 | $0 | $5,363 | $0 | $51,000 | $0 | $16,911 | $0 | $486,219 | $0 | $0 | $0 |
| WILLIAM R ROUSH | ||||||||||||||
| PROFESSOR | $408,249 | $0 | $0 | $0 | $7,706 | $0 | $51,000 | $0 | $14,317 | $0 | $481,272 | $0 | $0 | $0 |
| ROY G SMITH | ||||||||||||||
| CHAIRMAN, METABOLISM | $383,129 | $0 | $0 | $0 | $11,868 | $0 | $51,000 | $0 | $18,534 | $0 | $464,531 | $0 | $0 | $0 |
| PETER E WRIGHT | ||||||||||||||
| PROFESSOR | $367,408 | $0 | $0 | $0 | $7,822 | $0 | $51,000 | $0 | $13,578 | $0 | $439,808 | $0 | $0 | $0 |
| DOUGLAS A BINGHAM | ||||||||||||||
| FORMER EXEC VP, COO, SEC. | $74,629 | $0 | $0 | $0 | $2,757,897 | $0 | $15,186 | $0 | $2,920 | $0 | $2,850,632 | $0 | $380,334 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | THE SCRIPPS RESEARCH INSTITUTE TRAVEL POLICIES PERMIT BUSINESS CLASS TRAVEL ON FLIGHTS OF MORE THAN 3 HOURS. FIRST CLASS TRAVEL IS PERMITTED ON SMALLER AIRCRAFT IF BUSINESS CLASS TRAVEL IS NOT OFFERED ON THESE LONG HAUL FLIGHTS. ALSO, A HOUSING ALLOWANCE WAS PROVIDED TO THE PRESIDENT DURING HIS RELOCATION. THE ALLOWANCE CEASED UPON THE PURCHASE OF HIS RESIDENCE IN SAN DIEGO. |
| PART I, LINES 4A-B | IN CONJUNCTION WITH HIM NO LONGER BEING PRESIDENT IN 2014, BEGINNING WITH THE LAST PAYROLL IN SEPTEMBER, MICHAEL MARLETTA, WILL RECEIVE $1,400,000 IN SEVERANCE OVER TWO YEARS, WHICH WILL BE REPORTED ON HIS 2014 AND 2015 FORMS W-2. ADDITIONALLY, DOUGLAS BINGHAM RECEIVED A SEVERANCE PAYMENT IN 2013 OF $1,247,438. |
| PART I, LINES 4A-B | RICHARD LERNER, M.D. PARTICIPATED IN A DEFERRED COMPENSATION PLAN. NO PAYMENTS WERE MADE DURING THE YEAR. TOTAL TSRI LIABILITY AT 9/30/2014 WAS $6,215,000. MICHAEL MARLETTA, PH.D. PARTICIPATED IN A DEFERRED COMPENSATION PLAN UNTIL HE WAS NO LONGER PRESIDENT IN 2014. $598,604 OF DEFERRED COMPENSATION WAS PAID TO HIM DURING THE YEAR. ADDITIONALLY, DOUGLAS BINGHAM RECEIVED A PAYMENT OF $1,429,289 FROM HIS DEFERRED COMPENSATION PLAN WHICH WAS REPORTED ON HIS 2013 FORM W-2. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIFORNIA INFRASTRUCTUREECONOMIC DEVELOPMENT BANK | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 630304653 | BondIssuerEIN |
| CUSIP | 13033WRC9 | CUSIPNum |
| Bond Issued | 2005-02-23 | BondIssuedDt |
| Issue Price | $39,547,350 | IssuePriceAmt |
| Purpose | SEE PART VI | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $39,547,350 | TotalProceedsAmt |
| Refunding Escrow | $22,905,721 | RefundingEscrowAmt |
| Issuance Costs From Proceeds | $641,629 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $16,000,000 | CapitalExpendituresAmt |
| Substantial Completion | 2005 | SubstantialCompletionYr |
| Current Refunding | Yes (1) | CurrentRefundingInd |
| Advance Refunding | 0 | AdvanceRefundingInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | Yes (1) | AnyResearchAgreementsInd |
| Engage Bond Counsel Research | Yes (1) | EngageBondCounselResearchInd |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | Yes (1) | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | Yes (1) | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | 0 | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE K, PART I, LINE A | FormAndLineReferenceDesc |
| Explanation | (F) DESCRIPTION OF PURPOSE: PURCHASE IMM BLDG & REFINANCE OS 1994 BONDS 1. TO ACQUIRE THE IMMUNOLOGY BUILDING AND TO REFINANCE THE 1994 ARNOLD AND MURIEL BECKMAN CHEMISTRY BUILDING CONSTRUCTION BONDS 2. TO PAY FOR A PORTION OF THE ISSUANCE COST OF BOTH ISSUES 3. TO PAY FOR CAPITALIZED INTEREST ON THE BONDS DURING THE CONSTRUCTION PERIOD | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 9 | ContributionCnt |
| Noncash Contributions Rpt F990 | $162,329 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COST/SELLING PRICE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, COLUMN (B): | TSRI IS REPORTING THE NUMBER OF CONTRIBUTORS. |
| PART I, LINE 32B: | SHARES OF STOCK GIFTED TO TSRI ARE TRANSFERRED INTO OUR BROKERAGE ACCOUNT AT SALOMON SMITH BARNEY AND THEY IN TURN SELL THE SHARES AND WIRE THE STOCK PROCEEDS TO TSRI. |
| PART I, LINE 33: | ADDITIONALLY, STOCK GIFTS FOR A TOTAL OF $158,394 WERE GIVEN TO BE APPLIED AGAINST PLEDGES. THEY WERE APPLIED AGAINST A PLEDGE RECEIVABLE RATHER THAN REVENUE. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | TSRI BOARD OF TRUSTEE MEMBERS CLAUDIA S. LUTTRELL AND MARK S. SKAGGS HAVE A FAMILY RELATIONSHIP. |
| FORM 990, PART VI, SECTION A, LINE 4 | IN THE EVENT OF A VACANCY IN OFFICE OF THE PRESIDENT/CHIEF EXECUTIVE OFFICER, THE BYLAWS WERE AMENDED TO FACILITATE THE NAMING OF AN INTERIM PRESIDENT/CHIEF EXECUTIVE OFFICER. |
| FORM 990, PART VI, SECTION B, LINE 11 | ON MAY 18, 2015, THE AUDIT COMMITTEE REVIEWED A DRAFT OF THE FORM 990 (INCLUDING ALL SUPPLEMENTAL SCHEDULES.) THIS REVIEW INCLUDED A PRESENTATION OF THE STATEMENTS BY THE CHIEF FINANCIAL OFFICER WITH PARTICULAR EMPHASIS ON DISCLOSURES ABOUT GOVERNANCE AND ABOUT TRANSACTIONS WITH INTERESTED PERSONS. THE 990 WILL BE PROVIDED TO THE FULL BOARD OF TRUSTEES PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | TSRI'S CONFLICT OF INTEREST AND COMMITMENT POLICY COVERS ALL EMPLOYEES AND OFFICERS. THE CONFLICT OF INTEREST POLICY COMPLIES WITH THE REQUIREMENTS OF OTHER OVERSIGHT BODIES SUCH AS THE NIH, AND IS ADMINISTERED BY RESEARCH SERVICES. TSRI'S BOARD OF TRUSTEES CONFLICT OF INTEREST POLICY GOVERNING TRUSTEES IS ADMINISTERED BY THE PROFESSIONAL AFFAIRS COMMITTEE OF THE BOARD OF TRUSTEES. ALL TRANSACTIONS INVOLVING POTENTIAL OR ACTUAL CONFLICTED PERSONS ARE BROUGHT BEFORE THE PROFESSIONAL AFFAIRS COMMITTEE WHICH, AFTER EXAMINATION OF ALL RELEVANT INFORMATION, MAY DO ONE OF THE FOLLOWING: 1. APPROVE THE TRANSACTION SUBJECT TO A CONFLICT MITIGATION PLAN 2. DISAPPROVE THE TRANSACTION 3. REQUEST ADDITIONAL INFORMATION FURTHER, THERE IS AN ANONYMOUS "HOT LINE" WHERE ALL EMPLOYEES ARE INVITED TO DISCLOSE INFORMATION OF A BROAD NATURE, INCLUDING POTENTIAL OR PERCEIVED CONFLICTS OF INTEREST. ONCE APPROVED BY THE PROFESSIONAL AFFAIRS COMMITTEE, TRANSACTIONS INVOLVING OFFICERS ARE BROUGHT TO THE BOARD OF TRUSTEES FOR FINAL REVIEW AND APPROVAL. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD OF TRUSTEES ANNUALLY APPROVES THE COMPENSATION FOR THE PRESIDENT; AND, IF CHANGES OCCUR, AS NEEDED FOR OTHER EXECUTIVES. THE BOARD'S EXECUTIVE COMMITTEE (EC), FORMERLY KNOWN AS THE COMPENSATION COMMITTEE, SELECTS AND ENGAGES AN OUTSIDE COMPENSATION CONSULTANT. THIS WOULD BE DONE LESS THAN BI-ANNUALLY ONLY IF THERE HAVE BEEN MATERIAL CHANGES IN THE INSTITUTE OR THE PRESIDENT'S RESPONSIBILITIES. THE CONSULTANT MEETS WITH THE VP OF HR TO ENSURE IT HAS COMPLETE AND ACCURATE INFORMATION REGARDING THE INSTITUTE AND SCOPE OF EXECUTIVE RESPONSIBILITY. THE CONSULTANT DETERMINES PEER INSTITUTIONS FOR INCLUSION IN A COMPENSATION SURVEY. THE CONSULTANT CONDUCTS A COMPENSATION REVIEW USING SPECIALIZED AND PUBLISHED SURVEYS, AND SUBMITS A WRITTEN OPINION TO THE EC IN ACCORDANCE WITH THE PROVISIONS OF SECTION 53.4958-6(C)(2) AND SATISFIES THE PROFESSIONAL ADVICE REQUIREMENTS OF SECTION 53.4958-1(D)(III) OF THE INCOME TAX REGULATIONS. THE EC REVIEWS EXECUTIVE TRAVEL, BUSINESS EXPENSES, AND CONFLICTS OF INTEREST AND COMMITMENT DISCLOSURES. THE EC THEN MAKES AN INDEPENDENT RECOMMENDATION TO THE BOARD OF TRUSTEES ON EXECUTIVE COMPENSATION, WHICH MUST BE APPROVED BY THE BOARD OF TRUSTEES. AFFECTED TRUSTEES ABSTAIN FROM PARTICIPATION IN THIS PROCESS. IN 2014 MICHAEL MARLETTA STEPPED DOWN FROM TSRI'S POSITION AS CEO AND PRESIDENT. HIS SEVERANCE AND DEFERRED COMPENSATION PACKAGE WAS REVIEWED BY AND DISCUSSED WITH THE EXTERNAL EXECUTIVE COMPENSATION CONSULTANTS, EXTERNAL TAX, AND EMPLOYMENT COUNSEL, AND APPROVED BY THE BOARD OF TRUSTEES. SUBSEQUENTLY JAMES PAULSON WAS APPOINTED ACTING PRESIDENT AND CEO BY THE EC. HIS COMPENSATION PACKAGE WAS ALSO REVIEWED BY AND DISCUSSED WITH THE EXTERNAL EXECUTIVE COMPENSATION CONSULTANTS, AND EMPLOYMENT COUNSEL, AND APPROVED BY THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, WITH THE EXCEPTION OF THE EMPLOYEE CONFLICT OF INTEREST POLICY, ARE NOT AVAILABLE TO THE PUBLIC AT THIS TIME. THE FINANCIAL STATEMENTS ARE AVAILABLE ON THE TSRI WEB-SITE AND ARE FILED WITH THE STATE OF FLORIDA BY THE SCRIPPS FLORIDA FUNDING CORPORATION. THE STATEMENTS ARE PROVIDED TO BOND HOLDERS THROUGH TSRI'S DISSEMINATION AGENT. THE ANNUAL INFORMATION RETURN IS PROVIDED UPON REQUEST. |
| FORM 990, PART VII, SECTION B: | TSRI PATENTS MANY OF ITS DISCOVERIES. FOR MOST OF THOSE DISCOVERIES, THE COST OF THESE PATENTS IS RECOVERED FROM THIRD PARTIES PURSUANT TO THE TERMS OF THE UNDERLYING LICENSE. |
| FORM 990, PART IX, LINE 11G | SUBCONTRACTS: PROGRAM SERVICE EXPENSES 49,578,982. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 49,578,982. PURCHASED SERVICES AND MAINTENANCE: PROGRAM SERVICE EXPENSES 10,365,540. MANAGEMENT AND GENERAL EXPENSES 3,244,560. FUNDRAISING EXPENSES 420,213. TOTAL EXPENSES 14,030,313. |
| FORM 990, PART XI, LINE 9: | ROUNDING -5. |
| FORM 990, TRANSACTIONS WITH INTERESTED PERSONS | RICHARD A. LERNER, M.D. TERM AS PRESIDENT AND CEO OF TSRI EXPIRED ON DECEMBER 31, 2011. DR. LERNER SERVES ON THE BOARD OF DIRECTORS AND IS THE CHAIR OF THE COMPENSATION COMMITTEE OF OPKO HEALTH, INC. ("OPKO"). OPKO IS A HEALTH CARE COMPANY FOCUSED ON THE DEVELOPMENT OF PHARMACEUTICALS, HAS A USE LICENSE WITH TSRI, AND MAY BE INVOLVED IN BUSINESS TRANSACTIONS WITH TSRI IN THE FUTURE. TSRI HAS LICENSES WITH SORRENTO THERAPEUTICS, AND OPKO IS AN INVESTOR IN SORRENTO THERAPEUTICS. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCRIPPS ADVANCE LLC | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 130 SCRIPPS WAY 4B2 | AddressLine1 |
| City | JUPITER | City |
| State | FL | State |
| ZIP Code | 33458 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | FUNDING VEHICLE FOR BIOMEDICAL RESEARCH | PrimaryActivitiesTxt |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Total Income | $0 | TotalIncomeAmt |
| End Of Year Assets | $0 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SCRIPPS RESEARCH INSTITUTE | BusinessNameLine1 |