2015-05-14T10:19:31-07:00 2014-06-30 990 2013-07-01 251462312 MAGEE-WOMENS RESEARCH INSTITUTE AND FOUNDATION MAGE 4126418957 3339 Ward Street Pittsburgh PA 15213 Arthur Scully III Vice President 4126418949 2015-05-14 2013 2016-02-25 16:41:14Z Magee Womens Research Institute and Foundation 3339 Ward Street Pittsburgh PA 15213 54876284 0 X www.mwrif.org X 1984 PA The central mission of Magee-Womens Research Institute and Foundation (MWRIF) as a global leader in women's medical and health research is to advance knowledge in the field of reproductive biology and medicine, translate discoveries into improved health for women and their infants, and train the next generation of reproductive health research scholars. MWRIF is home for University of Pittsburgh medical research scientists who are engaged in health research that spans reproductive biology and development and diverse aspects of women's health. Key physiological processes and diseases that span a woman's entire life cycle are pursued, from the formation of germ cells and embryos through childhood and adolescence to reproductive life, pregnancy, menopause, and aging. MWRI researchers devoted to women's health research and medical research use a variety of basic, translational, and clinical investigative tools that support our central mission. 24 22 0 25 0 0 50098664 45191964 457805 533690 1257879 1520088 1573422 1140583 53387770 48386325 917751 269541 0 0 14362779 14840235 0 0 883265 38725122 36177539 54005652 51287315 -617882 -2900990 102513179 101607325 53715816 50805535 48797363 50801790 The Board approved mission of MWRIF is to advance scientific knowledge in the fields of reproductive biology and medicine; translate this knowledge into improved health for women and infants; train current and future scholars of reproductive sciences; and foster community investment and involvement in women's health. 0 0 46088332 269541 533690 Focusing on seven key areas of discovery - reproductive development, pregnancy and newborns, gynecology, reproductive physiology and fertility, infectious diseases, female cancers, and women's wellness - Magee-Womens Research Institute & Foundation is conducting unprecedented research in: * Genomic and Epigenomic Networks Through the study of genetics and the changes that occur at a cellular level, physician-scientists are now able to identify cells responsible for birth defects, cancer, and other diseases. Magee is at the forefront of the research that is crucial to take the next step - to create preventative measures to develop more effective, less toxic therapies tailored to an individual patient's illness, making the promise of gender-specific, personalized medicine a reality. * Life Course Science Life course science studies the influence of early or midlife events on the health of the individual later in life and the future health of their children. For example, diverse factors play a significant role in future brain development and research has shown that low-birth-weight babies have a higher risk of diabetes, obesity, and heart disease. By leading the research in this area, Magee scientists are creating better interventions for prevention of disease and improved health among women and their children. * Germ Cell Biology Magee has redefined aging for several conditions that affect mature women, such as menopause, osteoporosis, and pelvic floor health. Now, its physician-scientists are taking this innovative research a step further, focusing on the process of reproductive aging at a young age to better understand aging in ovarian and testicular germ cells, as well as in the placenta. By doing so, they will gain a clearer understanding of premature aging of these organs, and discover the impact on fertility, pregnancy, and general women's wellness. * Gender-based Biology and Personalized Medicine Through interaction with researchers at the University of Pittsburgh, Magee researchers are better defining the role of gender in many non-reproductive diseases. Probing beyond the X- or Y-chromosomes, they are better defining genomic gender, and the impact of female physiology on conditions that were historically only studied in males, which is essential for affecting a personalized approach to medicine and wellness. 0 0 0 46088332 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 47 0 1 0 0 0 0 0 0 1 1 0 0 0 0 X 24 22 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 0 0 CA FL PA X Magee Womens Research Institute and Foundation 4126418957 3339 Ward Street Pittsburgh PA 15213 X Richard Beigi Director 1 0 X 0 0 0 Theresa Bone Director 1 0 X 0 0 0 Carrie Coghill Director 2 0 X 0 0 0 Leslie Davis Director; MWH President, CEO 1 0 X 0 0 0 Joan Ellenbogen Director 1 0 X 0 0 0 Laura Ellsworth Director 2.0 0 X 0 0 0 Kelly R Gray Director 1 0 X 0 0 0 Susan Harter Director 1 0 X 0 0 0 Allen Hogge Director; Chair,Dept of Ob/Gyn, Univ of Pgh 2 0 X 0 0 0 Clyde Jones Director 1 0 X 0 0 0 Margaret Joy Director 2.50 0 X 0 0 0 Karen Kelley Director 1 0 X 0 0 0 Aimee Kimball Director 1 0 X 0 0 0 Ed Lettieri Director 1 0 X 0 0 0 Arthur Levine Director; Dean, School of Medicine, Univ of Pgh 1 0 X 0 0 0 Susan McGalla Director 1 0 X 0 0 0 William Pietragallo Director 1 0 X 0 0 0 Patricia Siger Director 1 0 X 0 0 0 David Spigelmyer Director 1 0 X 0 0 0 Jason Harrison Treasurer 2.5 0 X X 0 0 0 David Kaplan Chairperson 3.0 0 X X 0 0 0 Yoel Sadovsky Executive Director/Senior Researcher 92.00 0 X X 502951 0 60677 Arthur Scully III Vice President 40.00 0 X X 182397 0 38211 Peggy Snavely Secretary 1 0 X X 0 0 0 Lisa Ascencio Director of Finance 40.00 0 X 120299 0 13502 Christopher Dunn COO 40.00 0 X 133934 0 29455 Cindy Jacobson Director, MTN Pharmacy Affairs 40 0 X 142615 0 16106 Judy Jones Director of Operations, MTN 40 0 X 125886 0 15169 Lisa Rossi Director - MTN Communications 40 0 X 124098 0 26963 1332180 0 200083 0 0 1 1 University of Pittsburgh Office of Research Cost Accounting 3109 Cathedral of Learning Pittsburgh PA 15251 Medical Professional 10391775 Johns Hopkins University c/o Bank of America 12529 Collections Ctr Chicago IL 60693 Medical Professional 2144129 Family Health International PO Box 602146 Charlotte NC 28260 Medical Professional 2077787 Fred Hutchinson Cancer Research Center 1100 Fairview N Seattle WA 98109 Medical Professional 1165350 University of Washington 12455 Collections Drive Chicago IL 60693 Medical Professional 980847 15 0 0 310828 0 36590270 8290866 302742 45191964 Service Fee Revenue 541380 533690 533690 0 0 0 0 0 0 533690 470630 0 0 470630 0 0 0 0 0 0 0 0 1248380 0 0 0 1248380 0 1248380 0 0 1248380 7029769 365341 6044691 300961 985078 64380 1049458 0 0 1049458 36510 310828 144307 -107797 0 -107797 0 0 0 0 0 0 0 0 0 0 0 0 0 48386325 533690 0 2660671 X 269541 269541 0 0 0 0 0 0 502952 251476 251476 0 0 0 0 0 11352361 9294444 1870987 186930 0 0 0 0 2984922 2397553 528119 59250 0 0 0 0 0 0 0 0 24000 0 24000 0 94733 0 94733 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 634932 600814 0 34118 0 0 0 0 0 0 0 0 0 0 0 0 1174957 1147904 0 27053 0 0 0 0 442545 442545 0 0 1527171 0 1527171 0 0 0 0 0 1965103 1964458 0 645 0 0 0 0 Purchased Services 23978251 23744794 0 233457 Supplies, Equipment & Chemicals 3700844 3698112 0 2732 Misc 1669920 1330840 0 339080 Utilities 965083 945851 19232 0 51287315 46088332 4315718 883265 8063579 2563609 601354 8674835 8875527 426516 488116 580105 50089309 14696148 36720387 35393161 47764216 53969099 102513179 101607325 7885163 8361311 14915018 12138515 30807045 30115971 108590 189738 53715816 50805535 X 16453000 15300776 16466580 17931523 15877783 17569491 48797363 50801790 102513179 101607325 -2900990 4905417 0 0 0 0 X 0 1 X 1 1 1 X 43006102 44974211 50279791 50556469 45725654 234542227 0 0 0 0 0 0 0 0 0 0 0 0 43006102 44974211 50279791 50556469 45725654 234542227 4626129 229916098 4215 900194 2008360 1976447 1719011 6608227 0 0 0 0 0 0 0 0 0 0 0 0 241150454 0 0.95341 0.97110 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 20383708 11625 2506831 0 565708 0 22336456 18959728 56904 1897654 0 530578 0 20383708 19328380 18850 -6643 0 380859 0 18959728 16493494 74846 3093668 0 333628 0 19328380 15462070 96287 2336426 0 1401289 0 16493494 0.08 0.133 0.787 0 0 0 0 0 0 43674903 9947798 33727105 0 918948 691770 227178 0 5495458 4056580 1438878 0 0 0 0 35393161 Common Stock 40124898 F Cash and Fixed Income 12786908 F Beneficial Interest in Trusts 1057293 F 53969099 0 Deposits Held in Custody for Others 189738 189738 50135092 2479724 0 0 0 2479724 47655368 889870 -158913 730957 48386325 51287315 0 0 0 0 0 51287315 0 0 0 51287315 Schedule D, Part V, Line 4 Endowments are used to carry out the mission of the research institute to conduct medical research related to womens' health. Schedule D, Part XI, Line 4b Contribution revenue of $1,752,264 into temporarily and permanently restricted endowments. $1,911,177 released from temporary restriction for program services. Savor 219780 200770 19010 0 0 54796 5266 0 49181 Fly Fishing 115500 98000 17500 0 0 3407 5166 8888 8249 1 12058 12058 0 0 0 3940 2256 500 2659 347338 310828 36510 0 0 62143 12688 9388 60089 144308 -107798 1 Magee Womens Hospital of UPMC 300 Halket Street Pittsburgh PA 15213 250965420 501(c)3 340478 0 actual 0 contributions for hospital activities University of Pittsburgh 4200 Fifth Avenue Pittsburgh PA 15260 250965591 52257 actual for research activites 2 0 Schedule I, Part I, Line 2 Each organization requesting financial assistance must submit an application describing their need and intended use of support funds. This application is reviewed and approved by a designated grant committee or the VP of Development. Funds are released in support of each request on a reimbursement basis; the applicant must submit a detailed report identifying all expenditures related to the approved project or purpose. Funds are released to the applicant only after the submitted expense detail and report are reviewed to ensure expenditures were appropriate and in line with the originally submitted approved application. X 0 0 0 0 0 0 0 1 0 Yoel Sadovsky Executive Director 421157 0 79145 0 2650 0 43712 0 16964 0 563628 0 0 0 Christopher Dunn COO 123847 0 9703 0 383 0 9880 0 19576 0 163389 0 Cindy Jacobson Director, MTN Pharmacy Affairs 141114 0 1037 0 464 0 10032 0 6074 0 158721 0 Lisa Rossi Director - MTN Communications 111868 0 0 0 12230 0 9404 0 17559 0 151061 0 Schedule J, Part I, Line 3 The Executive Director is dually employed by both the University of Pittsburgh and the University of Pittsburgh Medical Center (UPMC). 100% of his time is spent on either his own medical research or his Executive Director responsibilities, so MWRIF is financially responsible for his total compensation. Each of the three organizations are involved in evaluating the ED's compensation taking into consideration accomplishments, responsibilities, and comparing against AAMC (American Association of Medical Colleges) benchmarks. The initial salary as well as any subsequent adjustments must be approved by senior management of the University and UPMC, and also is approved by selected external members of the MWRIF Board. A written employment contract is used by both the University and Pitt to document all employment terms including compensation. All paperwork regarding the process and approvals is maintained by the respective organizations. Schedule J, Part I, Line 5 Arthur Scully, MWRIF VP of Development, is employed and compensated by the University of Pittsburgh and UPMC Medical and Health Sciences Foundation but solely supports MWRIF. His reportable compensation from the University for the fiscal year ended 6/30/14 was $182,397 and his other compensation for that same period totaled $38,211. Schedule J, Part I, Line 7 In addition to a base compensation from each employer, Dr. Sadovsky is eligible for incentive compensation as follows: * From UPMC, he is eligible for performance based incentive compensation as part of his employment contract. Performance against a list of predetermined goals is evaluated annually and payment made in the subsequent fiscal year. * From the University of Pittsburgh, he is eligible for a research incentive based on certain criteria established by the University for all researchers. This is tied to his own research lab activity and is not related to his function as Executive Director of MWRIF. X 10 302742 proceeds from sale 0 0 1 0 Form 990, Part I, Line 5 All individuals who work in support of the mission of MWRIF are employed by either the University of Pittsburgh or the University of Pittsburgh Medical Center. MWRIF is billed by each organization for the cost of salary and fringe benefits corresponding to the effort these individuals expend in support of the MWRIF mission. MWRIF records such costs as compensation on its financial statements. Form 990, Part VI, Section B, Line 11b After completion by the Manager of Accounting, the Form 990 is reviewed internally by the Director of Finance and externally by a representative of the National Exempt Organization Tax Services Division of Ernst and Young LLP. The Form 990 is then provided to the Board of Directors prior to filing. Effective with the 2015 990 return, the Audit Committee has been engaged to review the return on behalf of the Board of Directors and provide a report to them prior to filing the return. This process will be in addition to the current reviews that are completed. Form 990, Part VI, Section B, Line 12c The organization has a conflict of interest policy that is driven by the classification of individual as follows: * Board members are required to sign a formal conflict of interest questionnaire annually prior to the beginning of each fiscal year for which they are a member. The forms are reviewed internally by the VP of Development and Communications and actual or potential conflicts are reported to the Board Chair. * Designated individuals (managers and above, and any employee holding a position of influence or trust) supporting MWRIF who are employed by UPMC are required to follow their employer mandated conflict of interest policy which includes annual electronic disclosures, as well as additional disclosures as related circumstances change. These are reviewed and monitored by the UPMC Ethics and Compliance Committee. If potential and actual conflicts are identified, a Conflict Management Plan must be developed and submitted to the Committee. Failure to disclose potential conflicts or to follow the approved conflict management plan will result in disciplinary action. * Designated individuals (all faculty, staff with administrator IV title or above and any others designated based on their responsibilities) working at MWRIF who are employees of the University of Pittsburgh are required to follow their employer mandated conflict of interest policy which includes annual electronic conflict of interest disclosures, as well as additional disclosures as related circumstances change. These are reviewed by the individual's department head and reported to University senior management as well as maintained by the Conflict of Interest Committee. Potential or actual conflicts are handled by the employees first line supervisor and a management plan developed. The plan is submitted to senior management as well as the COI committee for review. Sanctions may be applied for non-compliance with the requirements of the policy or with management plans, including a letter of reprimand, special monitoring of future work, removal from the particular project, probation, suspension, salary reduction, or initiation of steps leading to possible reduction in rank or termination of employment. Form 990, Part VI, Section B, Line 15 The Executive Director, who is also a physician in the specialty of perinatology, is dually employed by both the University of Pittsburgh and the University of Pittsburgh Medical Center (UPMC). 100% of his time is spent on either his own medical research (about 46 hrs/wk average) or his Executive Director responsibilities (an additional 46 hrs/wk average, for a total of 92 hrs/week average). MWRIF is financially responsible for his total compensation and reimburses the University of Pittsburgh and UPMC for his compensation. Each of the three organizations are involved in evaluating the ED's compensation taking into consideration accomplishments, responsibilities, and comparing against AAMC (American Association of Medical Colleges) benchmarks. The initial salary as well as any subsequent adjustments must be approved by senior management of the University and UPMC, and also is approved by selected external members of the MWRIF Board. All paperwork regarding the process and approvals is maintained by the respective organizations. Form 990, Part VI, Section C, Line 19 The Conflict of Interest Policy is posted on the organization's website (www.mwrif.org). Governing documents and financial statements are available in the organization's business office located at 3339 Ward Street, Pittsburgh, PA 15213 Form 990, Part IX, Line 1 Recipients of more than $5,000 as reported on Schedule I, Part II exceeds this amount due to a prior year adjustment. Magee Womens Hospital 300 Halket Street Pittsburgh PA 15213 250965420 Hospital PA 501(c)3 3 UPMC 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 1 1 1 1 1