TRANSLATIONAL GENOMICS RESEARCH INSTITUTE: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- TRANSLATIONAL GENOMICS RESEARCH INSTITUTE (EIN 75-3065445)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-13
- IRS object ID
- 201523179349306337
- Schema version
- 2014v5.0
- 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 J
- Schedule L
- Schedule M
- Schedule N
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-13T13:33:33-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TWO NORTH CENTRAL AVENUE STE 2300 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 753065445 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % DAVID LAVERGNE | InCareOfNm |
| Business Name Control | TRAN | BusinessNameControlTxt |
| Phone | 6023438400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 445 N 5TH STREET | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85004 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TERESA BURLESON | PersonNm |
| Person Title | COO | PersonTitleTxt |
| Signature | 2015-11-11 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRENDA GRIESEMER | PreparerPersonNm |
| PTIN | P00264669 | PTIN |
| Phone | 6023223000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JEFFREY M TRENT PHD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 445 N 5TH STREET SUITE 600 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $86,632,843 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.TGEN.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2002 | FormationYr |
| Legal Domicile State | AZ | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O | ActivityOrMissionDesc |
| Contract Termination | Yes (X) | ContractTerminationInd |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 349 | TotalEmployeeCnt |
| Total Volunteers | 85 | TotalVolunteersCnt |
| Total Gross UBI | -$8,333 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$600,345 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $25,261,567 | PYContributionsGrantsAmt |
| CY Contributions Grants | $15,937,701 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $23,328,457 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $17,307,268 | CYProgramServiceRevenueAmt |
| PY Investment Income | $16,761,926 | PYInvestmentIncomeAmt |
| CY Investment Income | $49,382,196 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,170,902 | PYOtherRevenueAmt |
| CY Other Revenue | $1,618,401 | CYOtherRevenueAmt |
| PY Total Revenue | $66,522,852 | PYTotalRevenueAmt |
| CY Total Revenue | $84,245,566 | 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 | $26,747,949 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $25,596,001 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $31,046,486 | PYOtherExpensesAmt |
| CY Other Expenses | $30,799,882 | CYOtherExpensesAmt |
| PY Total Expenses | $57,794,435 | PYTotalExpensesAmt |
| CY Total Expenses | $56,395,883 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $8,728,417 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $27,849,683 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $48,515,458 | TotalAssetsBOYAmt |
| Total Assets EOY | $78,134,333 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $16,101,835 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $19,850,175 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $32,413,623 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $58,284,158 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | Yes (true) | SignificantNewProgramSrvcInd |
| Significant Change | Yes (true) | SignificantChangeInd |
| Expense | $10,397,339 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $5,650,797 | RevenueAmt |
| Desc | Integrated Cancer Genomics Division - SEE SCHEDULE O | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,846,387 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $1,707,995 | RevenueAmt |
| Desc | Neurogenomics Division - SEE SCHEDULE O | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $11,126,899 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $792,334 | RevenueAmt |
| Desc | Genotyping Technology Center - SEE SCHEDULE O | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $5,381,552 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $10,782,876 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $33,752,177 | 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 | Yes (true) | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | 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 | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (true) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | Yes (true) | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 38 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 349 | 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 | false | QuidProQuoContributionsInd |
| 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 | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | 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 | Yes (true) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (true) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID LAVERGNE | PersonNm |
| Phone | 6023438799 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 445 N 5TH STREET SUITE 600 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AR | StateAbbreviationCd |
| ZIP | 85004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| RICHARD L BOALS | ||||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| GOVERNOR JAN BREWER | ||||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Robert Bulla | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Bennett Dorrance | ||||||||||
| Board Member/Secretary | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| PETER S FINE | ||||||||||
| BOARD MEMBER (THRU 2/14) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Bert Getz | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| David J Gullen MD | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Jeffrey Moorad | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Cindy Parseghian | ||||||||||
| Board Member/Treasurer | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| William J Post | ||||||||||
| Board Member/Chairman | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| Richard Silverman | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| The Honorable Greg Stanton | ||||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Jeffrey M Trent PhD | ||||||||||
| BOARD MEMBER/PRES/SCIENCE DIR. | 39.0 | 1.0 | Yes (X) | $1,295,334 | $0 | $120,337 | Yes (X) | |||
| Teresa Burleson | ||||||||||
| Chief Operating Officer | 39.0 | 1.0 | $764,367 | $0 | $67,475 | Yes (X) | ||||
| Charles K Coleson | ||||||||||
| Chief Financial Officer | 29.0 | 1.0 | $264,145 | $0 | $18,448 | Yes (X) | ||||
| Michael Berens | ||||||||||
| Deputy Director of Research | 40.0 | 0.0 | $386,107 | $0 | $19,442 | Yes (X) | ||||
| John Carpten | ||||||||||
| Deputy Director of Sciences | 40.0 | 0.0 | $500,526 | $0 | $70,562 | Yes (X) | ||||
| David Craig | ||||||||||
| Deputy Director of Informatics | 40.0 | 0.0 | $512,177 | $0 | $70,049 | Yes (X) | ||||
| James Lowey | ||||||||||
| Vice President, Technology | 40.0 | 0.0 | $201,561 | $0 | $9,405 | Yes (X) | ||||
| DANIEL VON HOFF | ||||||||||
| EXECUTIVE VICE PRESIDENT | 40.0 | 0.0 | $686,403 | $0 | $66,888 | Yes (X) | ||||
| Patrick Smith | ||||||||||
| VP, Corporate Development | 40.0 | 0.0 | $624,185 | $0 | $8,942 | Yes (X) | ||||
| Stephanie A McRae | ||||||||||
| General Counsel | 40.0 | 0.0 | $294,428 | $0 | $18,063 | Yes (X) | ||||
| Johanna Distefano | ||||||||||
| Professor | 40.0 | 0.0 | $233,725 | $0 | $10,077 | Yes (X) | ||||
| David Duggan | ||||||||||
| Associate Professor | 40.0 | 0.0 | $227,415 | $0 | $21,853 | Yes (X) | ||||
| Manuel Estrada | ||||||||||
| Vice President, Finance | 40.0 | 0.0 | $220,702 | $0 | $14,143 | Yes (X) | ||||
| James Harris | ||||||||||
| Vice President, Business Dev. | 0.0 | 0.0 | $182,330 | $0 | $16,524 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $6,393,405 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $532,208 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 58 | 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 (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| FIRSTSTRATEGIC | |||||
| 300 W CLARENDON AVENUE SUITE 460 | PHOENIX | AZ | 85013 | CONSULTING SERVICES | $198,000 |
| CANCER RESEARCH AND BIOSTATISTICS | |||||
| 1730 MINOR AVENUE SUITE 1900 | SEATTLE | WA | 981011468 | RESEARCH SERVICES | $190,821 |
| TECH66 LLC | |||||
| 4557 E VIA LOS CABALLOS | PHOENIX | AZ | 850286141 | CONSULTING SERVICES | $181,625 |
| POLSINELLI PC | |||||
| PO BOX 878681 | KANSAS CITY | MO | 641878681 | LEGAL SERVICES | $100,990 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $0 | FundraisingAmt |
| Related Organizations | $4,427,718 | RelatedOrganizationsAmt |
| Government Grants | $6,628,537 | GovernmentGrantsAmt |
| All Other Contributions | $4,881,446 | AllOtherContributionsAmt |
| Noncash Contributions | $1,868,838 | NoncashContributionsAmt |
| Total Contributions | $15,937,701 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RESEARCH CONTRACTS | Desc |
| Business | 541711 | BusinessCd |
| Total Revenue Column | $17,307,268 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $17,307,268 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $17,307,268 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $154,921 | TotalRevenueColumnAmt |
| Exclusion | $154,921 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $51,614,552 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $2,387,277 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $49,227,275 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $49,227,275 | TotalRevenueColumnAmt |
| Exclusion | $49,227,275 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
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 | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| JOINT VENTURE SHARED SERVICES REVENUE | 900099 | $379,755 | $379,755 | ||
| K-1 PARTNERSHIP FLOW THROUGH REVENUE | 900099 | -$388,088 | -$388,088 | $0 | |
| ALL OTHER REVENUE | 900099 | $1,626,734 | $0 | $1,626,734 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,618,401 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $84,245,566 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $18,934,002 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$8,333 | UnrelatedBusinessRevenueAmt |
| Exclusion | $49,382,196 | 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 | $4,610,620 | TotalAmt |
| Program Services | $1,752,036 | ProgramServicesAmt |
| Management And General | $2,858,584 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,299,817 | TotalAmt |
| Program Services | $9,149,908 | ProgramServicesAmt |
| Management And General | $9,149,909 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $614,405 | TotalAmt |
| Program Services | $294,914 | ProgramServicesAmt |
| Management And General | $319,491 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $699,475 | TotalAmt |
| Program Services | $335,748 | ProgramServicesAmt |
| Management And General | $363,727 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,371,684 | TotalAmt |
| Program Services | $658,408 | ProgramServicesAmt |
| Management And General | $713,276 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $592,182 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $592,182 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $358,992 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $358,992 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $118,800 | TotalAmt |
| Program Services | $118,800 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,079,666 | TotalAmt |
| Program Services | $5,663,733 | ProgramServicesAmt |
| Management And General | $1,415,933 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,319 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $27,319 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,012,196 | TotalAmt |
| Program Services | $6,009,147 | ProgramServicesAmt |
| Management And General | $2,003,049 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,682,274 | TotalAmt |
| Program Services | $841,137 | ProgramServicesAmt |
| Management And General | $841,137 | ManagementAndGeneralAmt |
| Fundraising | $0 | 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 | $5,921,219 | TotalAmt |
| Program Services | $4,440,914 | ProgramServicesAmt |
| Management And General | $1,480,305 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $430,820 | TotalAmt |
| Program Services | $172,328 | ProgramServicesAmt |
| Management And General | $258,492 | ManagementAndGeneralAmt |
| Fundraising | $0 | 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 | $243,283 | TotalAmt |
| Program Services | $97,313 | ProgramServicesAmt |
| Management And General | $145,970 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,376 | TotalAmt |
| Management And General | $34,376 | ManagementAndGeneralAmt |
| Fundraising | $0 | 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 | $5,216,729 | TotalAmt |
| Program Services | $3,912,547 | ProgramServicesAmt |
| Management And General | $1,304,182 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $424,859 | TotalAmt |
| Program Services | $42,486 | ProgramServicesAmt |
| Management And General | $382,373 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| DUES & SUBSCRIPTIONS | $102,057 | $40,823 | $61,234 | $0 |
| SEMINARS & EDUCATION | $90,526 | $36,102 | $54,424 | $0 |
| RELOCATION | $53,776 | $21,510 | $32,266 | $0 |
| RECRUITMENT | $47,700 | $19,080 | $28,620 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $363,108 | TotalAmt |
| Program Services | $145,243 | ProgramServicesAmt |
| Management And General | $217,865 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,395,883 | TotalAmt |
| Program Services | $33,752,177 | ProgramServicesAmt |
| Management And General | $22,643,706 | ManagementAndGeneralAmt |
| Fundraising | $0 | 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 | $18,269,231 | BOYAmt |
| EOY | $24,631,525 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,387,283 | BOYAmt |
| EOY | $7,600,747 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,724,063 | BOYAmt |
| EOY | $3,525,069 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,075 | BOYAmt |
| EOY | $1,037,099 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | 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 | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $680,217 | BOYAmt |
| EOY | $2,029,667 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $38,055,907 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $29,827,236 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,181,762 | BOYAmt |
| EOY | $8,228,671 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | 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 | $1,971,302 | BOYAmt |
| EOY | $24,849,594 | 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 | $8,250,525 | BOYAmt |
| EOY | $6,231,961 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,515,458 | BOYAmt |
| EOY | $78,134,333 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,449,211 | BOYAmt |
| EOY | $5,949,564 | 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 | $9,541,785 | BOYAmt |
| EOY | $10,380,601 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | 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 | $1,221,227 | BOYAmt |
| EOY | $1,767,395 | 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 | $889,612 | BOYAmt |
| EOY | $1,752,615 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,101,835 | BOYAmt |
| EOY | $19,850,175 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,497,379 | BOYAmt |
| EOY | $49,744,801 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,916,244 | BOYAmt |
| EOY | $8,539,357 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,413,623 | BOYAmt |
| EOY | $58,284,158 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,515,458 | BOYAmt |
| EOY | $78,134,333 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $27,849,683 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$2,367,236 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $388,088 | 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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 | $55,961,459 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $27,781,232 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,315,103 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $25,261,567 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,937,701 | CurrentTaxYearAmt |
| Total | $127,257,062 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $55,961,459 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $27,781,232 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,315,103 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $25,261,567 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,937,701 | CurrentTaxYearAmt |
| Total | $127,257,062 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $26,217,985 | SubstantialContributorsTotAmt |
| Public Support Total170 | $101,039,077 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $329,668 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,014 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,668 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $175,334 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $154,921 | CurrentTaxYearAmt |
| Total | $681,605 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $127,938,667 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $96,050,028 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.78975 | PublicSupportCY170Pct |
| Public Support PY170 | 0.78643 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, COLUMN (C) | FormAndLineReferenceDesc |
| Explanation | THE AMOUNTS INCLUDED IN PART II, COLUMN(C) ARE FOR A SHORT PERIOD, | ExplanationTxt |
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 | false | 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 | false | DirectContactLegislatorsInd |
| Direct Contact Legislators | $0 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Rallies Demonstrations | $0 | RalliesDemonstrationsAmt |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Other Activities | $118,800 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $118,800 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE C, PART II-B, LINE 1I | FormAndLineReferenceDesc |
| Explanation | THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE (TGEN) USES A THIRD PARTY COMMUNICATIONS AND PUBLIC AFFAIRS FIRM TO COORDINATE LOBBYING EFFORTS ON BEHALF OF TGEN THROUGH COMMUNICATION TO LOCAL GOVERNMENT, LEGISLATIVE AND FEDERAL OFFICIALS AND COMMUNITY LEADERS ON TGEN ACTIVITIES. | ExplanationTxt |
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 | $6,491,947 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $94,127 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $522,692 | OtherExpendituresAmt |
| End Year Balance | $6,063,382 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,571,997 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $456,554 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $536,604 | OtherExpendituresAmt |
| End Year Balance | $6,491,947 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,553,530 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $53,629 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $35,162 | OtherExpendituresAmt |
| End Year Balance | $6,571,997 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,331,923 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $643,547 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $421,940 | OtherExpendituresAmt |
| End Year Balance | $6,553,530 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,676,003 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $550,880 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $894,960 | OtherExpendituresAmt |
| End Year Balance | $6,331,923 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Endowment Balance EOY | 1.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Land | LandGrp | |
| Buildings | BuildingsGrp |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,332,890 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,363,873 | DepreciationAmt |
| Book Value | $2,969,017 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $29,533,041 | OtherCostOrOtherBasisAmt |
| Depreciation | $24,465,127 | DepreciationAmt |
| Book Value | $5,067,914 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,189,976 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,998,236 | DepreciationAmt |
| Book Value | $191,740 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $8,228,671 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| EQUITY INVESTMENT IN TD2 | $1,894,881 | F |
| EQUITY INVESTMENT IN PMED | $22,954,713 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $24,849,594 | TotalBookValueProgramRltdAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DUE FROM TGEN FOUNDATION | $4,360,312 |
| IN-KIND DONATED ASSETS | $906,759 |
| INVESTMENT IN 457(B) PLAN | $964,890 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $6,231,961 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO EMPLOYEE 457(B) PLAN | $964,890 |
| CAPITAL LEASE OBLIGATION | $787,725 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,752,615 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PART V, LINE 4 | TGen's policy for appropriating the distribution of its summer internship program endowment has been designed to support a specific number of summer interns each year for the next 25 years. The Institute considered the long-term expected return on its endowment. |
| SCHEDULE D, PART X, LINE 2 | Management is of the opinion that substantially all of TGens and the Foundations activities are related to their exempt purposes, and no material uncertain tax positions have been identified or recorded in the accompanying consolidated financial statements at December 31, 2014 or 2013. TGen and the Foundation file Forms 990 in the U.S. federal jurisdiction and comparable forms in the state of Arizona. TAX FILINGS FOR 2011 THROUGH 2014 ARE SUBJECT TO EXAMINATION; HOWEVER, THE INSTITUTE HAS NOT BEEN NOTIFIED OF ANY SUCH EXAMINATIONS. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (5 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|
| East Asia and the Pacific | Program services | RESEARCH SERVICES | $48,231 |
| East Asia and the Pacific | Program services | SOFTWARE SERVICES | $1,890 |
| Europe (Including Iceland and Greenland) | Program services | RESEARCH SERVICES | $174,950 |
| South Asia | Program services | SOFTWARE SERVICES | $107,024 |
| North America | Program Services | RESEARCH SERVICES | $27,496 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $359,591 | SubtotalSpentAmt |
| Total Spent | $359,591 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE F, PART I, LINE 3, COLUMN (F) | FormAndLineReferenceDesc |
| Explanation | THE AMOUNTS REPORTED IN COLUMN (F) ARE DETERMINED BASED ON THE ACCRUAL METHOD OF ACCOUNTING. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | 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 (14 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Jeffrey M Trent PhD | ||||||||||||||
| BOARD MEMBER/PRES/SCIENCE DIR. | $911,776 | $0 | $350,000 | $0 | $33,558 | $0 | $110,400 | $0 | $9,937 | $0 | $1,415,671 | $0 | $0 | $0 |
| Teresa Burleson | ||||||||||||||
| Chief Operating Officer | $402,080 | $0 | $361,352 | $0 | $935 | $0 | $60,400 | $0 | $7,075 | $0 | $831,842 | $0 | $0 | $0 |
| Charles K Coleson | ||||||||||||||
| Chief Financial Officer | $245,076 | $0 | $15,000 | $0 | $4,069 | $0 | $10,400 | $0 | $8,048 | $0 | $282,593 | $0 | $0 | $0 |
| Michael Berens | ||||||||||||||
| Deputy Director of Research | $300,634 | $0 | $63,792 | $0 | $21,681 | $0 | $10,400 | $0 | $9,042 | $0 | $405,549 | $0 | $0 | $0 |
| John Carpten | ||||||||||||||
| Deputy Director of Sciences | $309,100 | $0 | $190,441 | $0 | $985 | $0 | $60,400 | $0 | $10,162 | $0 | $571,088 | $0 | $0 | $0 |
| David Craig | ||||||||||||||
| Deputy Director of Informatics | $266,813 | $0 | $244,759 | $0 | $605 | $0 | $60,400 | $0 | $9,649 | $0 | $582,226 | $0 | $0 | $0 |
| James Lowey | ||||||||||||||
| Vice President, Technology | $185,791 | $0 | $15,000 | $0 | $770 | $0 | $8,056 | $0 | $1,349 | $0 | $210,966 | $0 | $0 | $0 |
| Patrick Smith | ||||||||||||||
| VP, Corporate Development | $273,330 | $0 | $350,221 | $0 | $634 | $0 | $0 | $0 | $8,942 | $0 | $633,127 | $0 | $0 | $0 |
| Stephanie A McRae | ||||||||||||||
| General Counsel | $231,869 | $0 | $43,989 | $0 | $18,570 | $0 | $10,400 | $0 | $7,663 | $0 | $312,491 | $0 | $0 | $0 |
| Johanna Distefano | ||||||||||||||
| Professor | $231,358 | $0 | $1,500 | $0 | $867 | $0 | $9,344 | $0 | $733 | $0 | $243,802 | $0 | $0 | $0 |
| David Duggan | ||||||||||||||
| Associate Professor | $216,567 | $0 | $10,000 | $0 | $848 | $0 | $9,504 | $0 | $12,349 | $0 | $249,268 | $0 | $0 | $0 |
| Manuel Estrada | ||||||||||||||
| Vice President, Finance | $187,778 | $0 | $32,500 | $0 | $424 | $0 | $5,908 | $0 | $8,235 | $0 | $234,845 | $0 | $0 | $0 |
| James Harris | ||||||||||||||
| Vice President, Business Dev. | $155,914 | $0 | $6,000 | $0 | $20,416 | $0 | $7,536 | $0 | $8,988 | $0 | $198,854 | $0 | $0 | $0 |
| DANIEL VON HOFF | ||||||||||||||
| EXECUTIVE VICE PRESIDENT | $616,210 | $0 | $62,280 | $0 | $7,913 | $0 | $60,400 | $0 | $0 | $0 | $746,803 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J, PART I, LINE 1A | First class travel is permitted by executive staff only and must, per TGen policy, be pre-approved by the Chief Operating Officer. These expenses were not considered as taxable compensation to the recipient since they were reimbursements for business use under an accountable plan. |
| SCHEDULE J, PART I, LINE 7 | SOME OF THE PERSONS LISTED IN FORM 990, PART VII WERE PAID BONUSES WHICH WERE BASED ON ACCOMPLISHMENTS OF SPECIFIC MILESTONES AND/OR PERFORMANCE BASES, AS APPROVED BY THE TGEN BOARD OF DIRECTORS. |
| Schedule J, Part II | DEFERRED COMPENSATION INCLUDES RETENTION AGREEMENTS FOR THE PRESIDENT AND CHIEF SCIENTIFIC OFFICER (DR. JEFFREY TRENT), THE CHIEF OPERATING OFFICER (TERESA BURLESON), EXECUTIVE VICE PRESIDENT (DANIEL VON HOFF) AND TWO DEPUTY DIRECTORS (JOHN CARPTEN AND DAVID CRAIG). DR. TRENT IS ELIGIBLE TO RECEIVE $500,000 ON 03/12/2017, TERESA BURLESON IS ELIGIBLE TO RECEIVE $250,000 ON 11/30/2017, DANIEL VON HOFF IS ELIGIBLE TO RECEIVE $150,000 ON 11/30/2015, AND THE DEPUTY DIRECTORS ARE ELIGIBLE TO RECEIVE $192,000 EACH ON 11/30/2015 PAYABLE BY TGEN. AMOUNTS ACCRUED BY TGEN DURING CALENDAR YEAR 2014 UNDER THESE AGREEMENTS HAVE BEEN REPORTED IN SCHEDULE J, PART II, COLUMN (C) AS DEFERRED COMPENSATION AS FOLLOWS: JEFFERY M. TRENT, PH.D. $100,000 TERESA BURLESON $50,000 DANIEL VON HOFF $50,000 JOHN CARPTEN $50,000 DAVID CRAIG $50,000 |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TECH66 LLC WILLIAM BURLESON | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | SPOUSE OF OFFICER | RelationshipDescriptionTxt |
| Transaction | $181,625 | TransactionAmt |
| Transaction | CONSULTING SERVICES | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp | |
| Securities Publicly Traded | SecuritiesPubliclyTradedGrp | |
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | COMPUTER EQUIPMENT | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,868,838 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COST OR SALES PRICE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE M, PART I, COLUMN (B) | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION IS REPORTING IN PART I, COLUMN (B) THE NUMBER OF CONTRIBUTIONS RECEIVED. | ExplanationTxt |
Schedule N IRS990ScheduleN
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liquidation Of Assets Table | LiquidationOfAssetsTableGrp |
Disposition Of Assets Detail DispositionOfAssetsDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Distri Or Expnss Paid | 50% membership interest in PMed | AssetsDistriOrExpnssPaidDesc |
| Distribution | 2014-02-14 | DistributionDt |
| Fair Market Value Of Asset | $49,021,598 | FairMarketValueOfAssetAmt |
| Method Of FMV Determination | SALE PRICE | MethodOfFMVDeterminationTxt |
| EIN | 320447911 | EIN |
| Person | CL PERSONALIZED MEDICINE LLC | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 N MICHIGAN AVE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRC Section | LLC | IRCSectionTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Director Of Successor2 | false | DirectorOfSuccessor2Ind |
| Employee Of Successor2 | false | EmployeeOfSuccessor2Ind |
| Owner Of Successor2 | false | OwnerOfSuccessor2Ind |
| Receive Compensation2 | false | ReceiveCompensation2Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE N, PART II | FormAndLineReferenceDesc |
| Explanation | On 02/14/2014, TGen Health Ventures, LLC, a single-member LLC owned by The Translational Genomics Research Institute (TGEN) SOLD 50% OF ITS MEMBERSHIP INTEREST IN Ashion PMed Management, LLC and Personalized Medicine Partners, LLC, (collectively, "PMED") FOR $25M TO AN UNRELATED THIRD PARTY IN A JOINT VENTURE TRANSACTION FOR THE PURPOSE OF COMMERCIALIZING PERSONALIZED MEDICINE. IN CONNECTION WITH THIS JOINT VENTURE TRANSACTION, TGEN AGREED TO CONTRIBUTE A CERTIFIED AND COMPLIANT LABORATORY TO THE JOINT VENTURE, WHICH HAD A NET BOOK VALUE OF APPROXIMATELY $1M WHEN COMPLETED AND TRANSFERRED IN MAY 2014. UPON COMPLETION OF THE LABORATORY CONTRIBUTION, TGEN RECOGNIZED REVENUE OF $25M FOR CASH RECEIVED AND APPROXIMATELY $24M AS A GAIN ON SALE OF THE LABORATORY. THIS TRANSACTION EXCEEDS 25% OF TGEN'S NET ASSETS. IN ACCORDANCE WITH THE FORM INSTRUCTIONS FOR SCHEDULE N, A SIGNIFICANT DISPOSITION OF NET ASSETS INCLUDES CONTRIBUTION OF ASSETS TO ESTABLISH A JOINT VENTURE IF THE CONTRIBUTION EXCEEDS 25% OF NET ASSETS AT THE BEGINNING OF THE YEAR. SCHEDULE N, PART II, LINE 1 REFLECTS THE NET ACTIVITY OF THIS TRANSACTION: CASH RECEIVED $ 25,000,000 CONTRIBUTION OF LAB ASSETS $ (978,402) GAIN ON SALE OF LAB ASSETS $ 25,000,000 ------------------- TOTAL $ 49,021,598 | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (26 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 1, AND PART III, LINE 1 | The Translational Genomics Research Institute (TGen) is a nonprofit biomedical research institute focused on developing earlier diagnostics and smarter treatments by employing innovative advances arising from the human genome project and applying them to the development of diagnostics, prognostics and therapies for cancer, neurological disorders, diabetes and other complex diseases. |
| FORM 990, PART III, LINE 2 | IN 2014, THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE (TGEN) UNDERTOOK THE FOLLOWING NEW ACTIVITIES: (1) TGEN'S new CLIA (Clinical Laboratory Improvement Amendments) laboratory, the Dorrance Clinical Laboratory, received all required state and federal certifications, quickening its ability to provide physicians with genomic analysis that can help benefit their patients immediately. (2) TGEN ANIMAL HEALTH: AN INTERNAL RESEARCH PROJECT WITH A LOCAL ARIZONA FIRM TO EVALUATE THE PORTABILITY OF HUMAN DIAGNOSTIC TOOLS IN THE TREATMENT OF CANINE CANCER. TGEN IS ONE OF THE EARLY ADOPTERS OF THE CANINE MODEL AS A VEHICLE TO ACCELERATE HUMAN RESEARCH. |
| FORM 990, PART III, LINE 3 | IN 2014, THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE (TGEN) SOLD 50% OF ITS MEMBERSHIP INTEREST IN PMED MANAGEMENT, LLC (PMED) TO AN UNRELATED THIRD PARTY IN A JOINT VENTURE TRANSACTION FOR THE PURPOSE OF COMMERCIALIZING PERSONALIZED MEDICINE. TGEN RETAINED A 50% MEMBERSHIP INTEREST OF PMED WHICH IS RECORDED AS A PROGRAM RELATED INVESTMENT ON FORM 990, PART X, LINE 13. TGEN RECOGNIZED A $49.0 MILLION GAIN ON THE SALE OF ITS MAJORITY INTEREST. THIS GAIN IS REPORTED ON FORM 990, PART VIII, LINE 7. |
| FORM 990, PART III, LINE 4A | TGEN'S INTEGRATED CANCER GENOMICS DIVISION BRINGS TOGETHER BIOINFORMATICS, CUTTING-EDGE TECHNOLOGIES AND BASIC RESEARCH TO CREATE A COMPREHENSIVE ATTACK ON CANCER WITH THE ULTIMATE GOAL OF DEVELOPING NEW DIAGNOSTICS AND TREATMENTS. SPECIFIC AREAS OF FOCUS INCLUDE PROSTATE CANCER, MELANOMA, FAMILIAL BREAST CANCER, COLON CANCER, MULTIPLE MYELOMA AND RENAL TUMOR RESEARCH. KEEPING IN LINE WITH TGEN'S MISSION OF DEVELOPING EARLIER DIAGNOSTICS AND SMARTER TREATMENTS, WE HOPE THIS INTEGRATED APPROACH TO CANCER GENOME RESEARCH WILL HELP TO UNCOVER IMPORTANT INHERITED AND TUMOR DERIVED ALTERATIONS, WHICH ARE ASSOCIATED WITH CANCER SUSCEPTIBILITY AND IMPORTANT TUMOR CHARACTERISTICS SUCH AS PROGRESSION AND RESPONSE TO THERAPY. |
| FORM 990, PART III, LINE 4B | THE NEUROGENOMICS DIVISION HAS TWO GOALS, BOTH OF WHICH DERIVE FROM THE OVERARCHING MISSION OF THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE (TGEN). IT IS COMMON KNOWLEDGE THAT EARLY INTERVENTION AND TREATMENT SAVES LIVES WHEN IT COMES TO NEUROLOGICAL DISEASES. THEREFORE, OUR FIRST GOAL IS TO IMPROVE THE ABILITY TO DIAGNOSE NEUROLOGICAL DISEASE BEFORE IT STRIKES. BECAUSE THESE DISEASES IMPACT SO MANY LIVES AROUND THE WORLD EITHER DIRECTLY (BY HAVING A DISEASE), OR INDIRECTLY (BY CARING FOR A LOVED ONE WITH A DISEASE), THE SECOND GOAL CENTERS ON THE DEVELOPMENT OF NEW 'SMART-DRUG' THERAPIES. THERE ARE FIVE LABS WITHIN THE DIVISION, ENCOMPASSING THE ENTIRE BREADTH OF NEUROLOGICAL DISEASE. |
| FORM 990, PART III, LINE 4C | TGEN'S GENOTYPING TECHNOLOGY CENTER ANALYZES BITS OF DNA CALLED SINGLE NUCLEOTIDE POLYMORPHISMS (SNPS) WHICH GIVE RESEARCHERS THE POWER TO IDENTIFY DISEASE-CAUSING GENES, ASSOCIATIONS, AND DNA SIGNATURES, ALL OF WHICH HAVE PROFOUND IMPLICATIONS FOR DETECTION, PROGNOSIS AND THERAPEUTIC INTERVENTION. THE SNP GENOTYPING CENTER OFFERS INNOVATIVE SOLUTIONS THAT ADDRESS THE REQUIREMENTS FOR FLEXIBILITY, SIMPLICITY, THROUGHPUT, ECONOMY AND ACCURACY. |
| FORM 990, PART III, LINE 4D | Introduction In FY14, our 12th year of operations, we experienced significant scientific and medical progress across multiple areas of the institute, many of which reached new heights and forged the potential for significantly greater achievements in the future. Unique to this past year is the crystallization of enterprise initiatives that will leverage internal discoveries and developments in genomics research and informatics tools: - TGen Animal Health: An internal research project with a local Arizona firm to evaluate the portability of human diagnostic tools in the treatment of canine cancer. TGen is one of the early adopters of the canine model as a vehicle to accelerate human research. - TGen's Center for Rare Childhood Disorders, which we announced late last year, has blossomed during FY14, providing parents an opportunity to discover answers about their children's diagnosis and potential Treatments. It was also a year when celebrities and pop culture collided in meaningful ways with TGen to highlight for the general public our goals of using genomic science to further the prevention, detection and treatment of the many significant diseases that plague humanity. The General Manager of the New York Yankees, Brian Cashman, joined our National Advisory Council for Pancreatic Cancer Research. Arizona State University's football team agreed to join us along with Riddell Sports in neurogenomic research that could help prevent serious sports injuries in the future. Miss Arizona, who struggled with her own childhood disorder, agreed to advocate for TGen's neurogenomic research into rare childhood diseases, and Wonder Woman actress Lynda CARTER advocated for our Alzheimer's research. She even convinced a fellow actor, Ashton Kutcher, to help spread the word on social media about our MindCrowd.org study. We are multiplying our investigative and scientific efforts. Thanks to Stand Up To Cancer, Dell, and The Ben & Catherine Ivy Foundation, 2014 will see patients enrolled into groundbreaking clinical trials in the study of melanoma and adult brain tumors, bringing to patients the very latest investigational treatments. Our new CLIA (Clinical Laboratory Improvement Amendments) laboratory - the Dorrance Clinical Laboratory - received all required state and federal certifications, quickening our ability to provide physicians with genomic analysis that can help benefit their patients immediately. Of particular note was the Sept. 6 approval by the U.S. Food and Drug Administration of the drug Abraxane for treatment of advanced pancreatic cancer. Physician-In-Chief Dr. Daniel Von Hoff is to be commended for his scientific tenacity and dedication to his patients in supervising the immensely complex international clinical trial involving more than 800 patients at more than 150 community and academic centers on three continents that resulted in this significant medical advancement. His study was published Oct. 16, 2014 in the prestigious New England Journal of Medicine. In addition, the following overview provides a snapshot of recent progress in scientific publications, grants, contracts, philanthropy, education and outreach, media and community recognition. |
| Peer-Reviewed Laboratory Research Publications and Presentations | As it has been from our very founding in 2002, the focus of our work remains the patient: but not the patient of the future. Our work is having an impact on patients in need today, many of who cannot afford to wait months or years for treatments that may work. Our work leverages the latest technology to survey the human genome at depths few could have imagined a decade ago. And our capacity to understand and leverage what the genome is telling us has never been greater. Our long-term hope is that doctors will leverage this information to inform decisions about patient care as the standard rather than the exception. While this is happening today on a limited basis, we envision a day in the not too distant future where it will happen for all patients across all diseases. Much of what we learn is published in leading scientific and medical journals, which continuously adds to the growing knowledge base of molecular research and medicine. In FY14, TGen researchers published their research results extensively in numerous scholarly peer-reviewed academic journals and through presentations at leading national and international conferences. These include publication in leading scientific journals such as New England Journal of Medicine, Nature Genetics, PLos One, the Journal of Clinical Psychiatry, Journal of the American Medical Association, Proceedings of the National Academy of Sciences USA, and a host of other disease-associated publications. |
| FY14 Select Highlights | a) Increased survival in pancreatic cancer with nab-paclitaxel plus gemcitabine. Von Hoff DD, Ervin T, Arena FP, Chiorean EG, Infante J, Moore M, Seay T, Tjulandin SA, Ma WW, Saleh MN, Harris M, Reni M, Dowden S, Laheru D, Bahary N, Ramanathan RK, Tabernero J, Hidalgo M, Goldstein D, Van Cutsem E, Wei X, Iglesias J, Renschler MF. N Engl J Med. 2013 Oct 31;369(18):1691-703. b) Phase I trial of AEG35156 an antisense oligonucleotide to XIAP plus gemcitabine in patients with metastatic pancreatic ductal adenocarcinoma. Mahadevan D, Chalasani P, Rensvold D, Kurtin S, Pretzinger C, Jolivet J, Ramanathan RK, Von Hoff DD, Weiss GJ. Am J Clin Oncol. 2013 Jun;36(3):239-43. c) Ligand-dependent EphB1 signaling suppresses glioma invasion and correlates with patient survival. Teng L, Nakada M, Furuyama N, Sabit H, Furuta T, Hayashi Y, Takino T, Dong Y, Sato H, Sai Y, Miyamoto K, Berens ME, Zhao SG, Hamada J. Neuro Oncol. 2013 Dec;15(12):1710-20. d) Implications of Rho GTPase Signaling in Glioma Cell Invasion and Tumor Progression. Fortin Ensign SP, Mathews IT, Symons MH, Berens ME, Tran NL. Front Oncol. 2013 Oct 4;3:241. e) Whole genome sequencing reveals potential targets for therapy in patients with refractory KRAS mutated metastatic colorectal cancer. Shanmugam V, Ramanathan RK, Lavender NA, Sinari S, Chadha M, Liang WS, Kurdoglu A, Izatt T, Christoforides A, Benson H, Phillips L, Baker A, Murray C, Hostetter G, Von Hoff DD, Craig DW, Carpten JD. BMC Med Genomics. 2014 Jun 18;7:36. f) Association analysis of 9,560 prostate cancer cases from the International Consortium of Prostate Cancer Genetics confirms the role of reported prostate cancer associated SNPs for familial disease. Teerlink CC, Thibodeau SN, McDonnell SK, Schaid DJ, Rinckleb A, Maier C, Vogel W, Cancel-Tassin G, Egrot C, Cussenot O Carpten J (et.al); International Consortium for Prostate Cancer Genetics, Camp NJ, Cannon-Albright LA. Hum Genet. 2014 Mar;133(3):347-56. g) Small cell carcinoma of the ovary, hypercalcemic type, displays frequent inactivating germline and somatic mutations in SMARCA4. Ramos P, Karnezis AN, Craig DW, Sekulic A, Russell ML, Hendricks WP, Corneveaux JJ, Barrett MT (et.al). Nat Genet. 2014 May;46(5):427-9. h) Whole genome analyses of a well-differentiated liposarcoma reveals novel SYT1 and DDR2 rearrangements. Egan JB, Barrett MT, Champion MD, Middha S, Lenkiewicz E, Evers L, Francis P, Schmidt J, Shi CX, Van Wier S, Badar S, Ahmann G, Kortuem KM, Boczek NJ, Fonseca R, Craig DW, Carpten JD, Borad MJ, Stewart AK. PLoS One. 2014 Feb 5;9(2):e87113. i) Genetic relationship between five psychiatric disorders estimated from genome-wide SNPs. Cross-Disorder Group of the Psychiatric Genomics Consortium, Lee SH, Ripke S, Neale BM, Faraone SV, Purcell SM, Perlis RH, Mowry BJ, Thapar A, Goddard ME, Witte JS, Absher D, Agartz I Craig DW (et.al). Nat Genet. 2013 Sep; 45(9):984-94. j) Whole-genome sequencing of an aggressive BRAF wild-type papillary thyroid cancer identified EML4-ALK translocation as a therapeutic target. Demeure MJ, Aziz M, Rosenberg R, Gurley SD, Bussey KJ, Carpten JD. World J Surg. 2014 Jun;38(6):1296-305. k) Emerging roles for miRNAs in the development, diagnosis, and treatment of diabetic nephropathy. DiStefano JK, Taila M, Alvarez ML. Curr Diab Rep. 2013 Aug;13(4):582-91. l) Whole genome analysis of Exserohilum rostratum from the outbreak of fungal meningitis and other infections. Litvintseva AP, Hurst S, Gade L, Frace MA, Hilsabeck R, Schupp JM, Gillece JD, Roe C, Smith D, Keim P, Lockhart SR, Changayil S, Weil MR, MacCannell DR, Brandt ME, Engelthaler DM. J Clin Microbiol. 2014 Jun 20. m) The 2010 cholera outbreak in Haiti: how science solved a controversy. Orata FD, Keim PS, Boucher Y. PLoS Pathog. 2014 Apr 3;10(4):e1003967. n) Phase II study of induction fixed-dose rate gemcitabine and bevacizumab followed by 30 Gy radiotherapy as preoperative treatment for potentially resectable pancreatic adenocarcinoma. Van Buren G 2nd, Ramanathan RK, Krasinskas AM, Smith RP, Abood GJ, Bahary N, Lembersky BC, Shuai Y, Potter DM, Bartlett DL, Zureikat AH, Zeh HJ, James Moser A. Ann Surg Oncol. 2013 Nov;20(12):3787-93. o) The alzheimer's prevention initiative composite cognitive test score: sample size estimates for the evaluation of preclinical alzheimer's disease treatments in presenilin 1 E280A mutation carriers. Ayutyanont N, Langbaum JB, Hendrix SB, Chen K, Fleisher AS, Friesenhahn M, Ward M, Aguirre C, Acosta-Baena N, Madrigal L, Muoz C, Tirado V, Moreno S, Tariot PN, Lopera F, Reiman EM. J Clin Psychiatry. 2014 Jun;75(6):652-60. p) Corrigendum: Small cell carcinoma of the ovary, hypercalcemic type, displays frequent inactivating germline and somatic mutations in SMARCA4. Ramos P, Karnezis AN, Craig DW, Sekulic A, Russel ML, Hendricks WP, Corneveaux JJ, Barrett MT, Shumansky K, Yang Y, Shah SP, Prentice LM, Marra MA, Kiefer J, Zismann VL, McEachron TA, Salhia B, Prat J, D'Angelo E, Clarke BA, Pressey JG, Farley JH, Anthony SP, Roden RB, Cunliffe HE, Huntsman DG, Trent JM. Nat Genet. 2014 Jun 26;46(7):759. q) Small cell carcinoma of the ovary, hypercalcemic type, displays frequent inactivating germline and somatic mutations in SMARCA4. Ramos P, Karnezis AN, Craig DW, Sekulic A, Russell ML, Hendricks WP, Corneveaux JJ, Barrett MT, Shumansky K, Yang Y, Shah SP, Prentice LM, Marra MA, Kiefer J, Zismann VL, McEachron TA, Salhia B, Prat J, D'Angelo E, Clarke BA, Pressey JG, Farley JH, Anthony SP, Roden RB, Cunliffe HE, Huntsman DG, Trent JM. Nat Genet. 2014 May;46(5):427-9. r) Brain differences in infants at differential genetic risk for late-onset Alzheimer disease: a cross-sectional imaging study. Dean DC 3rd, Jerskey BA, Chen K, Protas H, Thiyyagura P, Roontiva A, O'Muircheartaigh J, Dirks H, Waskiewicz N, Lehman K, Siniard AL, Turk MN, Hua X, Madsen SK, Thompson PM, Fleisher AS, Huentelman MJ, Deoni SC, Reiman EM. JAMA Neurol. 2014 Jan;71(1):11-22. s) Integrated genomic and epigenomic analysis of breast cancer brain metastasis. Salhia B, Kiefer J, Ross JT, Metapally R, Martinez RA, Johnson KN, DiPerna DM, Paquette KM, Jung S, Nasser S, Wallstrom G, Tembe W, Baker A, Carpten J, Resau J, Ryken T, Sibenaller Z, Petricoin EF, Liotta LA, Ramanathan RK, Berens ME, Tran NL. PLoS One. 2014 Jan 29;9(1):e85448. t) Profiles of extracellular miRNA in cerebrospinal fluid and serum from patients with Alzheimer's and Parkinson's diseases correlate with disease status and features of pathology. Burgos K, Malenica I, Metpally R, Courtright A, Rakela B, Beach T, Shill H, Adler C, Sabbagh M, Villa S, Tembe W, Craig D, Van Keuren-Jensen K. PLoS One. 2014 May 5;9(5):e94839. u) CRL4A-FBXW5-mediated degradation of DLC1 Rho GTPase-activating protein tumor suppressor promotes non-small cell lung cancer cell growth. Kim TY, Jackson S, Xiong Y, Whitsett TG, Lobello JR, Weiss GJ, Tran NL, Bang YJ, Der CJ. Proc Natl Acad Sci U S A. 2013 Oct 15;110(42):16868-73. |
| Clinical Research / Clinical Trials | TGen has a direct clinical research site through a strategic alliance with the Virginia G. Piper Cancer Center (VGPCC) Clinical Trials Program at Scottsdale Healthcare. Dr. Daniel Von Hoff, TGen's Physician-in-Chief, also serves as the program's Chief Scientific Officer. The program focuses on clinical trials with targeted agents and genomics-based individualized therapy and with an initial focus on cancer, allows the unique opportunity for TGen to transition its laboratory-based research to patient care centered on individualized therapy. The program brings new clinical research into the community, to those patients who would otherwise have to travel someplace else for access to new therapies or prevention agents. According to the National Institutes of Health, only 3% of adults with cancer are participating in clinical trials. A recent study shows that if given the opportunity and access to clinical trials, 63% of the population would participate, according to a survey by the Charlton Research Co. With more than 50 active clinical trials for advanced and/or rare cancers, the program is one of the leading centers for Phase I oncology trials in the nation. Clinical trials with agents directed at specific targets in patients' tumors were launched in November 2005. These clinical trials give options that did not exist before to Phoenix-area patients as well as patients from all over the country. The program conducts clinical trials across a number of cancer types. Further development of cancer specific divisions in pancreatic cancer, breast cancer, leukemia, prostate cancer, lung cancer, and melanoma are under development. In addition to clinical trials, a molecular profiling pilot study has been designed and implemented to test the hypothesis that treatment with a cancer agent selected based on the unique molecular profile of a patient's tumor may be more beneficial than a treatment selected based on the specific cancer type. Patient participation in clinical trials is a necessary component to the research process. As noted earlier, only 3% of adults with cancer are participating in clinical trials. At the VGPCC Clinical Trials Program, the clinical trial participation rate is a remarkable 60%. Patient participation in clinical trials includes: - 125 visits per month - 35-45 new patients per month - 400-600 patient samples collected per month FY14 Highlights In July 2013, the Side-Out Foundation's breast cancer pilot study showed that cancer patients do better when their treatment is guided by molecular profiling. Specifically, 52 percent of patients with advanced breast cancer received clinical benefit - meaning their disease was controlled for a longer time - when their cancer was treated based on addressing the abnormal proteins in their tumor. Each patient's treatment was "personalized," meaning that the therapy they received was based on their individual tumor biology. In September 2013, the U.S. Food and Drug Administration approved Abraxane for patients with advanced pancreatic cancer, following 7 years of rigorous clinical trials. Abraxane, the brand name for nab-paclitaxel, was approved for use in combination with gemcitabine, the previous standard drug therapy, following a large-scale international clinical trial headed by Dr. Daniel D. Von Hoff, TGen Physician-in-Chief. This is a new standard for treatment of metastatic pancreatic cancer that could become the backbone for other new treatment regimens. Dr. Von Hoff was the Principal Investigator of MPACT (Metastatic Pancreatic Adenocarcinoma Clinical Trial), the Phase III clinical study of 861 cancer patients at 121 sites in North America, Europe and Australia. In September 2013, Scottsdale Healthcare and the TGen initiated the first-in-human clinical trial for pancreatic cancer patients using a compound derived from a plant known as "Thunder God vine." The first patient to participate in this clinical trial received treatment at Scottsdale Healthcare's VPCCC, a partnership of Scottsdale Healthcare and TGen. The Thunder God vine (Tripterygium wilfordii), also known as lei gong teng, is native to China, Japan and Korea. Traditional Chinese medicine has used the vine for more than 2,000 years as a treatment for everything from fever to inflammation and autoimmune diseases, such as multiple sclerosis and rheumatoid arthritis. In February 2014, TGen and Mayo CLINIC personalized drug treatments using genomic sequencing technologies for patients with cholangiocarcinoma. Potential new treatment approaches are being validated to develop new tests that physicians can use to guide therapy for this aggressive cancer of the bile ducts that progresses quickly and is difficult to treat. Clinically important findings suggest that targeting the EGFR and FGFR cellular pathways may benefit thousands of patients with this disease, according to the study published in the journal PLOS Genetics. Half of the patients treated in this study responded to either ponatinib (typically used for certain types of leukemia) or pazopinib (a kidney cancer drug), depending on the genetic alterations identified through sequencing. In June 2014, TGen and SHC BEGAN TO study a new cancer immunotherapy to see if it can successfully help patients with advanced pancreatic cancer. The Phase 2B clinical trial of CRS-207 and GVAX Pancreas vaccines opened at SHC, where cancer patients are treated with promising new drugs. Participants in the study, named ECLIPSE (Efficacy of Combination Listeria/GVAX Immunotherapy in the Pancreatic Cancer Setting), will be randomized so patients receive only the CRS-207 vaccine, or that vaccine combined with the GVAX Pancreas vaccine and low doses of cyclophosphamide. A third group of patients will receive a standard chemotherapy. |
| Grant Support | In additional to philanthropic donations and research contracts, grant funding is an important funding source for research. In FY14, TGen investigators submitted 142 grants totaling $99M. TGen was awarded 13 grants, totaling $2.3M, with an additional 76 grants pending and under review totaling $42M. Additionally, TGen received $6.3M from 2012 and 2013 pending grants. TGen's success rate currently rests at 22 percent of total grants submitted, placing the Institute nearly 4 percent higher than the national average (NIH overall success rate). FY14 Highlights a) A four-year grant from the Department of Defense totaling $938,715 to Dr. Paul Keim to conduct genomic profiles of the various near-neighbor forms of the pathogen B. pseudomallei, a biological warfare agent. b) Five-year grant from NIH totaling $663,574 to Dr. Daniel Von Hoff to identify potential glycomarkers for pancreatic and breast cancer in an effort toward early cancer detection. c) Five-year grant from the National Science Foundation totaling $499,759 to Dr. Lance Price to study microbial biodiversity in relation to soil carbon cycles. d) Five-year grant from NIH totaling $974,565 to Dr. Matt Huentelman to leverage our genome-wide and Next Generation Sequencing (NGS) genetic data, as well as transcriptome and proteome datasets, to map novel risk loci for late onset Alzheimer's disease (LOAD) that are acting either in epistasis with, or independently of, the APOE E4 allele, which has previously been identified as the strongest LOAD risk signal within the human genome. e) Three-year grant from the Defense Science and Technology Laboratory/Porton Down totaling $558,186 to Dr. Paul Keim to study the temporal molecular response of Yersinia pestis (plague) to survival in aerosols. f) Five-year grant from NIH totaling $479,304 to Dr. Dave Duggan to continue and expand the international, multi-site Colon Cancer Family Registry Cohort (CCFRC) program, which now is comprised of more than 10,000 families and individuals at increased risk of colorectal and other cancers. g) One-year grant from NIH totaling $259,267 to Dr. Bridget Barker to study the possible genetic origins of Valley Fever, specifically, to significantly expand our knowledge of Coccidioides pathogenesis mechanisms, which may lead to novel vaccine candidates and/or new therapeutic options. h) Two-year grant from the Michael J. Fox Foundation totaling $242,028 to Dr. Kendall Jensen to investigate RNA biomarkers in blood plasma and cerebrospinal fluid that might better diagnose Parkinson's disease. i) Four-year grant from NIH totaling $93,492 to Dr. Dave Duggan to identify multiple susceptibility loci that may better quantify the proportion of variation in complex diseases explained by genetic variants, identify population-specific loci and provide insights into shared molecular pathways that will more efficiently direct subsequent prevention and treatment strategies in the diverse U.S. population. j) Up to Two-year grant from SU2C funding up to $125,000 to Dr. Jeffrey Trent (Dr. Richard Lo, UCLA), for the Phillip A. Sharp Innovation in Collaboration Award to promote development of genome-scale analyses of melanoma treatment sensitivity and resistance. k) Two-year grant from the Michael J. Fox Foundation totaling $234,354 to Dr. Kendall Jensen for a study identifying miRNA biomarkers of dementia to help measure cognitive decline among Parkinson's disease patients. Preliminary data suggests using extracellular miRNA could act as an indicator of at-risk patients for future neurological, cognitive, and behavioral complications. l) One-year grant from the Michael J. Fox Foundation totaling $42,450 to Dr. Travis Dunckley to help develop a diagnostic test for early-stage Parkinson's disease by identifying unique PD signatures using miRNA from saliva, enabling test date to be gathered in a relatively non-invasive fashion. m) One-year grant from NIH totaling $208,737 to Dr. Holly Yin to study ERK inhibitor resistance and ERK isoform-dependent growth in pancreatic cancer. n) Two-year grant from the Melanoma Research Alliance totaling $194,763 to Dr. Jeffrey Trent to discover and characterize therapeutic molecular targets in acral melanoma. o) One-year grant from NIH totaling $162,146 to Dr. John Carpten to study the effects of NM23-H1 on the suppression of melanoma initiation and progression. p) Three-year grant from USDA totaling $107,856 to Dr. Lance Price to study whether raw meat is a risk factor for colonization and infection from Staphylooccus Aureus. q) TGen's Dr. Muhammed Murtaza is one of four recipients of the 2014 Bisgrove Scholars scholarship, named after Jerry Bisgrove, a TGen Foundation Board Member and a businessman who helped with the initial funds to launch Science Foundation Arizona. Dr. Murtaza will receive $200,000 over two years towards his research into how to track the evolution of cancer through DNA analysis. |
| Enterprise Efforts, Collaboration, Spin-offs and Job Creation | During FY14, TGen formed and secured investment for three companies. Invention Disclosures TGen filed 20 invention disclosures in FY14 based on discoveries stemming from TGen-led research, and 20 provisional patent applications. Contracts and Collaborations TGen signed a total of 436 contracts in FY14, broken down as follows: a) 103 Confidential Disclosure Agreements b) 66 Material Transfer Agreements c) 69 Research Collaborations d) 30 Consulting Agreements e) 61 Professional Service Agreements f) 4 Commercialization Licenses g) 103 agreements covering miscellaneous activities A listing of a number of the major research collaborators include: AstraZeneca Pharmaceuticals; Mayo Clinic; Ventana Medical Systems; Side-Out Foundation; Daiichi Sankyo; Onyx Pharmaceuticals; Illumina Inc.; George Mason University; GE Healthcare/Janssen Research & Development; Sarcoma Alliance for Research thru Collaboration (SARC); Eli Lilly; GlaxoSmith Kline; Baylor Research Institute; Cancer Treatment Centers of America; Allina Health; Ignyta Operating Inc.; Hills Pet Nutrition; Spectrum Health Hospitals; Flagship Biosciences. Job Creation Eighteen new full-time equivalent positions were created in 2014 with salaries and benefits totaling $1,531,245. Salaries for temporary positions (those positions created for a finite period of time) totaleD$205,700, which includes temporary TGen staff and temporary service fees. Student salaries were just over $439,000, bringing the overall FY14 total to $2,175,944. In terms of education level, eighty-three percent of full-time TGen staff holds a college degree and forty-six percent holds an advanced degree. FY 14 full-time positions filled (new and replacements) included: - Purchasing Assistant - Purchasing Agent - Manager, Accounting - Research Technician - Clinical Research Coordinator - Payroll Administrator - Administrative Assistant - Accountant, Sr. - Executive Assistant - Clinical Research Coordinator - Engineer, HPC - HIPAA Compliance and Risk Management Specialist - Histotechnologist - Patent Attorney - Post-Doc Fellow - Professor - Research Associate - Research Associate II - Staff Scientist - Technician, Facilities - Vice President, Finance |
| Education | TGen's science, education, and community outreach initiatives are designed to assist in the growth of the bioscience workforce in Arizona, increase public fluency in translational medicine, and build an accessible community presence. FY14 highlights include: 45 Arizona students - selected from nearly 550 Arizona applicants - participated in TGen's flagship, paid summer internship program, Helios Scholars at TGen. The Program is a 25-year partnership between TGen and the local Helios Education Foundation, an education-focused philanthropic organization. Every TGen division hosted Helios Scholars for hands-on experiences: grants and research administration, environmental health and safety, cancer, neurological disease, diabetes and infectious disease. Cohort demographics: 58 percent attended colleges or universities in Arizona; 22 percent self-identified as races/ethnicities underrepresented in the biosciences; 27 percent were in high school, 71 percent in college and 2 percent in graduate or medical school. TGen engaged the nearly 350 Helios Scholars alumni for the third annual alumni networking reception in July at the Sheraton Phoenix Downtown Hotel. Alumni provide guidance to each new summer intern class via a panel discussion, sit on the internship selection committee and act as ambassadors for the biosciences within their social and professional networks. Keeping them engaged with Arizona and with TGen is a major program goal to ensure the Program delivers on the mission to grow the bioscience workforce in Arizona. The Ben and Catherine Ivy Foundation awarded TGen funding for an expanded third year of the Ivy Neurological Sciences Internship Program, a paid internship program now supporting two high school students for paid summer internships, two undergraduates for academic year paid internships, and one medical school candidate for a full calendar year paid internship in neurological disease research and a clinical training module. The program has expanded each year over three years to support extended, immersive training experiences for top student talent. For the third and final year of the Duke-TGen education partnership, TGen worked directly with Duke University faculty to recruit an undergraduate interested in bioinformatics and genomics to TGen for a 10-week summer internship. The TGen-Duke Biomedical Futures program broadened awareness of TGen nationally and set the stage for future faculty collaborations. The Duke student has continued to work remotely from North Carolina on a TGen computational biology research project. Outside of these programs, TGen hosted approximately 10 additional summer interns, and 50+ academic year interns in FY14 throughout every TGen research division including laboratory and clinical research, research administration, mathematics and computational biology research. |
| Public Outreach | In FY14 TGen hosted over 45 public tours (nearly 500 attendees) for students, teachers, community organizations and the general public. Tours typically include a presentation providing an overview of the Institute and information on translational medicine. TGen took a leadership role in the Arizona Science and Engineering Fair (AzSEF) in FY14 by chairing the judging committee responsible for recruiting, planning and coordinating judges for the over one thousand elementary, junior and senior division students and their projects competing in the state fair. The chairs recruited more than 350 judges. More than a dozen TGen faculty and staff volunteered as judges for the event, held March 31-April 2 at the Phoenix Convention Center. AzSEF sends high school level winners to represent Arizona at the Intel International Science and Engineering Fair. This year, BASIS Scottsdale high school student Shrey Gupta, a 2013 Helios Scholar and ongoing academic year intern mentored by TGen's Dr. Seungchan Kim, presented his TGen research at the 2014 Intel ISEF in Los Angeles this May and won a $1,000 Third Place Grand Award in Computer Science and an Arizona State University New American University Provost Scholarship. TGen also developed an AzSEF Special Award: the TGen Excellence in Biomedical Research Award, which recognized two outstanding high school student projects, focusing on research and technology to unravel the genetic underpinnings of human diseases. Winners toured TGen laboratories and ate lunch with Dr. Trent and the team of three TGen postdoctoral fellows that selected them for the award. Students from BASIS Scottsdale public charter school and public Chandler High School won the inaugural award. For a second year, TGen participated in the Lesson2Life teacher-training program offered by the Arizona K12 Center. Five teachers visited the Institute for a genomics and biotechnology update, a laboratory tour and interaction with a panel of high school and undergraduate interns. For a third year, as part of the annual Arizona SciTech Festival, TGen hosted nearly 40 local educators on March 1 for a tour, research update and reception called "TGen for Teachers." Over a dozen faculty and staff participated in the program. In addition to inspiring teachers and enhancing their exposure to cutting edge research and technology, the event helped build TGen's reputation as an accessible community partner committed to education. Also in support of the Arizona SciTech Festival, TGen participated in future development of the Festival through the "Meeting of the Minds" planning meeting at the Arizona Innovation Summit, provided panelists for the Arizona Internships Panel, and hosted a student blogger for interviews with scientists and their interns. Also, in March 2014 during the Phoenix Union High School District spring break, TGen engaged three local high school students from the Be a Leader Foundation for the annual Shadow a Professional Day. Each public school student spent a workday with a TGen scientific research associate. TGen believes it has a responsibility to offer workforce knowledge and expertise to our education community partners. In this spirit, TGen is represented on several boards and working groups including but not limited to: Arizona Science Center Pathways Grant Advisory Board; Paradise Valley Unified School District Center for Research in Engineering, Science and Technology (CREST) Advisory Board; Tempe Union High School District Career and Technical Education Evaluation Committee; Deer Valley Unified School District Career and Technical Education Evaluation Committee; Phoenix Healthcare Sector Partnership; Arizona Bioindustry Association Marketing and Communication Committee; Intel ISEF Phoenix Local Arrangements Committee (LAC); Center for the Future of Arizona: STEM Diploma Project Advisory Committee. |
| Media / Public Recognition | As noted in years past, the overall goal of TGen's media efforts is to build a strong and compelling communications tool set to tell TGen's story immediately to audiences that, over time, will be increasingly aware of TGen and what makes it unique and essential. To the end, TGen continually pursues earned media exposure for the institute's research activities. In FY14, TGen received just over 1,000 earned media mentions, highlighted by: - In December 2013, Drs. Kendall Jensen (TGen) and Javier Cardenas (Barrow) received prominent national placement on CBS Evening News and CBS This Morning for our work with Riddell, ASU and Barrow Neurological Institute on concussions. - Dr. Paul Keim, Director of TGen's Pathogen Genomics Division, was featured for his research of The Plague in a front-page lead-centerpiece story in the Sunday, May 18, edition of The Arizona Republic. - During spring sweeps week on April 24, 12 News featured TGen Dr. Matt Huentelman describing why we study Obsessive-compulsive disorder (OCD) dogs to find clues for childhood autism. - Dr. Muhammed Murtaza describes his DNA-based cancer blood tests April 30 on Channel 8's Horizon. - CBS Sunday Morning featured TGen Professor Dr. Eric Reiman April 13 in a story about his cutting-edge Alzheimer's research. - TGen's Center for Rare Childhood Disorders and patient Shelby Valint are featured in the popular annual "Best Doctors" issue of Phoenix Magazine. Shelby also is featured in a 12 News report about TGen genomic studies. TGen media releases resulted in additional and numerous media mentions locally, nationally and internationally. In addition to those outlets mentioned above, others include: Forbes Magazine, Washington Business Journal, The Arizona Republic, Phoenix Business Journal, CNBC, 12 News, ABC 15, CBS 5, GenomeWeb Daily News, Arizona Capitol Times, Arizona Daily Sun (Flagstaff), The Greenville News (South Carolina), San Diego Business Journal, Plus Patent News, US Official News, US Fed News, Professional Services Close-Up, Entertainment Close-Up, Business Wire, PRWeb Newswire, States News Service, Targeted News Service, FierceBiotechIT, Express Healthcare, IANS-English, MarketLine NewsWire (Formerly Datamonitor), PressWIRE, Market News Publishing, ENP Newswire, India Pharma News, BioSpectrum (India), India Blooms News Service, Australian Government News. In terms of public recognition, TGen faculty and leadership participate in a number of community activities and serve on a number of boards. Recognition of TGen's effort serves to help showcase the academic and industry efforts across all of Arizona's biomedical sector. FY14 recognition includes: a) Arizona Business magazine names TGen its 2014 Bioscience Company of the Year. b) TGen President Dr. Jeffrey Trent was recognized September 24 by the Arizona Capitol Times as one of Arizona's Leaders of the Year in Public Policy in the category of Healthcare. c) Dr. Trent presented on a panel July 16 during a biomedical conference in Washington, D.C., sponsored by the Brookings Institute. d) In May 2014, TGen was recognized by the Greater Phoenix Chamber of Commerce for the 2014 Impact Awards in the small/medium business category as an Economic Driver. This recognition is awarded to organizations that exemplify an entrepreneurial spirit and can demonstrate compelling evidence for a positive economic impact on the Greater Phoenix and Arizona communities. |
| FORM 990, PART VI, LINE 2 | RICHARD BOALS AND WILLIAM POST HAVE A BUSINESS RELATIONSHIP. RICHARD BOALS AND ROBERT BULLA HAVE A BUSINESS RELATIONSHIP. |
| FORM 990, PART VI, LINE 11B | THE FORM 990 IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY THE TGEN FINANCE DEPARTMENT. THE FORM 990 IS THEN REVIEWED BY THE FINANCE DEPARTMENT AND OTHER MEMBERS OF MANAGEMENT. THE FORM 990 IS POSTED ON THE BOARD WEBSITE FOR BOARD REVIEW PRIOR TO FILING WITH THE IRS. |
| FORM 990, PART VI, LINE 12C | TGEN DISTRIBUTES A CONFLICT OF INTEREST QUESTIONNAIRE ANNUALLY TO ALL DIRECTOR LEVEL POSITIONS AND ABOVE, IN ADDITION TO ANY KEY EMPLOYEES DESIGNATED BY THE CHIEF OPERATING OFFICER. THE QUESTIONNAIRES ARE REVIEWED BY THE CHIEF FINANCIAL OFFICER AND TGEN'S OFFICE OF RESEARCH COMPLIANCE. THOSE EMPLOYEES WITH CONFLICTS ARE SENT FOR FURTHER REVIEW TO THE CHIEF OPERATING OFFICER TO ENSURE AN APPROPRIATE PLAN IS SET FORTH. UPDATES TO THE LIST ARE HANDLED ON AN AS-NEEDED BASIS, BASED ON CONTRACT REVIEWS AND EMPLOYEE INFORMATION. |
| FORM 990, PART VI, LINES 15A AND 15B | TGEN'S GOVERNANCE AND EXECUTIVE COMPENSATION COMMITTEE WILL ACT IN AN "ADVICE AND CONSENT" CAPACITY REVIEWING THE RECOMMENDATIONS FOR THE PRESIDENT AND SCIENTIFIC DIRECTOR REGARDING THE COMPENSATION OF DISQUALIFIED PERSONS AND FORWARDING FINAL RECOMMENDATIONS TO THE FULL BOARD FOR APPROVAL. DISQUALIFIED PERSONS (EXCEPT FOR THE PRESIDENT AND SCIENTIFIC DIRECTOR) WILL NOT BE PRESENT FOR, OR PARTICIPATE IN, COMMITTEE DELIBERATIONS CONCERNING THEIR COMPENSATION (OTHER THAN TO ANSWER QUESTIONS). THE PRESIDENT AND SCIENTIFIC DIRECTOR WILL PARTICIPATE IN THE DELIBERATIONS CONCERNING THE COMPENSATION OF DIRECT REPORTS. DURING THE DECISION MAKING PROCESS, THE COMMITTEE WILL ADHERE TO THE EXECUTIVE COMPENSATION PHILOSOPHY. THE COMMITTEE IS AUTHORIZED (AND PROVIDED WITH SUFFICIENT FUNDING) TO ANNUALLY ENGAGE OUTSIDE INDEPENDENT COMPENSATION AND LEGAL ADVISORS, WHEN DEEMED NECESSARY AND ADVISABLE. THE COMMITTEE WILL COMPLY WITH THE "REBUTTABLE PRESUMPTION OF REASONABLENESS" UNDER SECTION 4958 OF THE INTERNAL REVENUE CODE WHENEVER POSSIBLE. THE COMMITTEE WILL REVIEW AND UNDERSTAND THE INTERNAL REVENUE CODE PROVISIONS DEALING WITH "EXCESS BENEFIT TRANSACTIONS CONCERNING DISQUALIFIED PERSONS' COMPENSATION." WHEN DEVELOPING A COMPENSATION PHILOSOPHY, TGEN KEPT IN MIND THE FOLLOWING FACTORS: THE TGEN MISSION AND STRATEGY THE TGEN CULTURE TRENDS IN COMPENSATION IN THE EXTERNAL ENVIRONMENT TRENDS IN RECRUITMENT OF NEW EMPLOYEES TRENDS IN ORGANIZATIONAL EMPLOYEE TURNOVER TGEN'S LIFE CYCLE STAGE THE COMPENSATION REVIEW PROCESS WAS LAST COMPLETED IN 2014. |
| FORM 990, PART VI, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE PROVIDED TO THE GENERAL PUBLIC UPON REQUEST. |
| FORM 990, PART VII, SECTION A, LINE 1A | TGEN HAS A BOARD OF GOVERNORS THAT IS COMPRISED OF CURRENT VOTING DIRECTORS AND SOME FORMER DIRECTORS THAT REMAIN AFFILIATED WITH TGEN IN AN ADVISORY ROLE. THE CURRENT NONVOTING ADVISORY GOVERNORS NOT LISTED AS DIRECTORS IN PART VII, SECTION A INCLUDE: BETSY BAYLESS RITA CHENG SUSAN CLARK-JOHNSON WYATT DECKER THE HONORABLE DIANE ENOS ANN WEAVER HART, PH.D. THE HONORABLE JIM SLATTERY |
| FORM 990, PART XI, LINE 9 | BOOK TO TAX DIFFERENCE - K-1 PARTNERSHIP INCOME 388,088 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:CONSORTIUM/CONTRACTUAL TOTAL FEES:3994387 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:OUTSIDE RESEARCH SERVICES TOTAL FEES:1558477 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:CONSULTING TOTAL FEES:1147170 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:TEMPORARY SERVICES TOTAL FEES:379632 |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| TGEN ACCELERATORS LLC (TGAM) | |||||||||
| 445 N 5TH STREET SUITE 600 | PHOENIX | AZ | 85004 | 753065445 | GENOMICS | AZ | $0 | $0 | TGEN |
| IBCC LLC (THRU 414) | |||||||||
| 445 N 5TH STREET SUITE 600 | PHOENIX | AZ | 85004 | 272987735 | LICENSING | AZ | $0 | $0 | TGAM LLC |
| THE CENTER FOR TRANSLATIONAL DRUG DEV | |||||||||
| 445 N 5TH STREET SUITE 600 | PHOENIX | AZ | 85004 | 432047329 | DRUG DEVEL. | AZ | $0 | $0 | TGAM LLC |
| TRANSLATIONAL SYSTEMS LLC | |||||||||
| 445 N 5TH STREET SUITE 600 | PHOENIX | AZ | 85004 | 461309498 | ADV. RESEARCH | AZ | $0 | $0 | TGEN |
| PET CANCER DIAGNOSTICS LLC | |||||||||
| 445 N 5TH STREET SUITE 600 | PHOENIX | AZ | 85004 | 000000000 | ANIMAL DIAG. | AZ | $0 | $0 | TGEN |
| TGEN HEALTH VENTURES LLC | |||||||||
| 445 N 5TH STREET SUITE 600 | PHOENIX | AZ | 85004 | 464520712 | HEALTH CARE | AZ | $49,876,786 | $40,643,775 | TGEN |
| ASHION PMED MGMT LLC (THRU 214) | |||||||||
| 445 N 5TH STREET SUITE 600 | PHOENIX | AZ | 85004 | 383922888 | PERSONAL MED. | DE | $0 | $0 | TGHV LLC |
| ASHION ANALYTICS LLC (THRU 214) | |||||||||
| 445 N 5TH STREET SUITE 600 | PHOENIX | AZ | 85004 | 454587602 | GENO ANALYSIS | AZ | $0 | $0 | PMED LLC |
| ASHION ADV INDIVIDUAL MED (THRU 214) | |||||||||
| 445 N 5TH STREET SUITE 600 | PHOENIX | AZ | 85004 | 464706761 | PERSONAL MED. | DE | $0 | $0 | PMED LLC |
| PMED PARTNERS LLC (THRU 214) | |||||||||
| 445 N 5TH STREET SUITE 600 | PHOENIX | AZ | 85004 | 371751435 | PERSONAL MED. | DE | $0 | $0 | TGHV LLV |
| PERSONALIZED MEDICAL CAPITAL (THRU 214) | |||||||||
| 445 N 5TH STREET SUITE 600 | PHOENIX | AZ | 85004 | 465070366 | PERSONAL MED. | DE | $0 | $0 | PMP LLC |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TGEN RESEARCH INSTITUTE FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 445 N 5TH STREET SUITE 600 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 331092191 | EIN |
| Primary Activities | FUNDRAISING | PrimaryActivitiesTxt |
| Legal Domicile State | AZ | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 7 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TGEN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (5 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| TGEN RESEARCH INSTITUTE FOUNDATION | ||
| c | $4,427,718 | ACTUAL COST |
| TGEN RESEARCH INSTITUTE FOUNDATION | ||
| m | $6,435,597 | ACTUAL COST |
| TGEN RESEARCH INSTITUTE FOUNDATION | ||
| n | $108,000 | ACTUAL COST |
| TGEN RESEARCH INSTITUTE FOUNDATION | ||
| o | $174,451 | ACTUAL COST |
| TGEN RESEARCH INSTITUTE FOUNDATION | ||
| p | $978,803 | ACTUAL COST |