SANFORD BURNHAM PREBYS MEDICAL DISCOVERY INSTITUTE: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- SANFORD BURNHAM PREBYS MEDICAL DISCOVERY INSTITUTE (EIN 51-0197108)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-05-12
- IRS object ID
- 201411329349303161
- Schema version
- 2012v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-05-12T14:08:39-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4370 LA JOLLA VILLAGE DRIVE STE 500 | AddressLine1 |
| City | LA JOLLA | City |
| State | CA | State |
| ZIP Code | 92122 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 510197108 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANFORD-BURNHAM MEDICAL RESEARCH INSTITUTE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % GARY F RAISL EDD EVP CAO CFO | InCareOfName |
| Name Control | SANF | NameControl |
| Phone | 8586463100 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10901 NORTH TORREY PINES ROAD | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | LA JOLLA | City |
| State | CA | State |
| ZIP Code | 92037 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GARY F RAISL EDD | Name |
| Title | EVP/CAO/CFO | Title |
| Date Signed | 2014-05-06 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8585357200 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | KRISTIINA VUORI MD PHD | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10901 N TORREY PINES ROAD | AddressLine1 |
| City | LA JOLLA | City |
| State | CA | State |
| ZIP Code | 92037 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 162967633 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.SANFORDBURNHAM.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1976 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | SEE SCHEDULE O | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 20 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 17 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1130 | TotalNbrEmployees |
| Total Nbr Volunteers | 22 | TotalNbrVolunteers |
| Total Gross UBI | 915264 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 144833 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 156880684 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 146497371 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 774874 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 1077105 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1048418 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1074044 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 3393059 | OtherRevenuePriorYear |
| Other Revenue Current Year | 4061676 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 162097035 | TotalRevenuePriorYear |
| Total Revenue Current Year | 152710196 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 82248203 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 79343211 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 196445 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 33225 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 2463153 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 75933118 | OtherExpensePriorYear |
| Other Expenses Current Year | 69599654 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 158377766 | TotalExpensesPriorYear |
| Total Expenses Current Year | 148976090 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 3719269 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 3734106 | RevenuesLessExpensesCY |
| Total Assets BOY | 316383458 | TotalAssetsBOY |
| Total Assets EOY | 315253706 | TotalAssetsEOY |
| Total Liabilities BOY | 109159237 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 100215489 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 207224221 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 215038217 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | SANFORD BURNHAM MEDICAL RESEARCH INSTITUTE CONDUCTS WORLD-CLASS COLLABORATIVE RESEARCH DEDICATED TO FINDING CURES FOR HUMAN DISEASE, IMPROVING THE QUALITY OF LIFE, AND THUS CREATING A LEGACY FOR ITS EMPLOYEES, PARTNERS, DONORS, AND COMMUNITY. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 129077713 | Expense |
| Grants | 0 | Grants |
| Revenue | 1502152 | Revenue |
| Description | SEE SCHEDULE O | Description |
| Total Program Service Expense | 129077713 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | false | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | true | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | true | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | true | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | true | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 222 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 1130 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 20 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 17 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | false | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | AR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ME | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | RI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | UT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | GARY F RAISL EDD EVP CAO CFO | NamePerson |
| Telephone Number | 8586463100 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10901 N TORREY PINES ROAD | AddressLine1 |
| City | LA JOLLA | City |
| State | CA | State |
| ZIP Code | 92037 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (31 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| LORENZO BERHO | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| JAMES BLAIR | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| SHEHAN DISSANAYAKE | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| DANIEL EPSTEIN | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| WAIN FISHBURN | ||||||||
| TRUSTEE/CHAIRMAN | 1.0 | X | 0 | 0 | 0 | X | ||
| PAULINE FOSTER | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| PATRICK GERAGHTY | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| ALAN GLEICHER | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| JEANNE HERBERGER | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| BRENT JACOBS | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| JAMES JARDON | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| ROBERT LAUER | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| BERNARD MACHEN | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| NICOLAS NIERENBERG | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| HENRY NORDOFF | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| DOUGLAS OBENSHAIN | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| PETER PREUSS | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| DUANE ROTH | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| JAN TUTTLEMAN | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| ANDREW VITERBI | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| ALLEN WEISS | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| GAYLE WILSON | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| JOHN C REED MD PHD | ||||||||
| CEO | 50.0 | X | 680710 | 0 | 400613 | X | ||
| KRISTIINA VUORI MD PHD | ||||||||
| PRESIDENT/INTERIM CEO | 50.0 | X | 614402 | 0 | 336101 | X | ||
| GARY F RAISL EDD | ||||||||
| EVP/CAO/CFO/TREASURER | 50.0 | 432812 | 0 | 48941 | X | |||
| MARGARET DUNBAR JD | ||||||||
| SECRETARY/SR DIRECTOR IP | 50.0 | 165701 | 0 | 15321 | X | 0.0 | ||
| STUART LIPTON MD PHD | ||||||||
| CENTER DIRECTOR | 50.0 | 448146 | 0 | 52739 | X | |||
| DANIEL KELLY MD | ||||||||
| CNTR DIR./SCI. DIR. AT LK NONA | 50.0 | 446021 | 0 | 50001 | 0.0 | X | ||
| CARL WARE PHD | ||||||||
| CENTER DIRECTOR | 50.0 | 347871 | 0 | 34808 | X | |||
| CYRIL DOUCET | ||||||||
| VP, ADMIN. AT LAKE NONA | 50.0 | 307670 | 0 | 35312 | X | |||
| JORGE MOSCAT PHD | ||||||||
| PROGRAM DIRECTOR | 50.0 | 279856 | 0 | 45878 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 3723189 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 1019714 | TotalOtherCompensation |
| Number Individuals GT100 K | 128 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Pabst Patent Group | |||||
| 1545 Peachtree St NE Suite 320 | ATLANTA | GA | 30309 | LEGAL | 498923 |
| DLA Piper US LLP | |||||
| PO BOX 64029 | BALTIMORE | MD | 21264 | LEGAL | 459291 |
| Deloitte Touche | |||||
| 200 South Orange Suite 200 | SAN DIEGO | CA | 92130 | AUDIT | 297488 |
| Berman Property Management | |||||
| 100 W Lucerne Circle Suite 403 | ORLANDO | FL | 32801 | Janitorial | 215592 |
| Jones Day | |||||
| 12265 El Camino Real Suite 200 | SAN DIEGO | CA | 92130 | Legal | 200927 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 7 | NumberOfContractorsGT100K |
| Fundraising Events | 1090045 | FundraisingEvents |
| Government Grants | 110044226 | GovernmentGrants |
| All Other Contributions | 35363100 | AllOtherContributions |
| Noncash Contributions | 1063332 | NoncashContributions |
| Total Contributions | 146497371 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Shared Services revenue | Description |
| Business Code | 541900 | BusinessCode |
| Total Revenue Column | 1077105 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1077105 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 1077105 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 919164 | TotalRevenueColumn |
| Exclusion | $919,164 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 44371 | TotalRevenueColumn |
| Exclusion | $44,371 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2582193 | TotalRevenueColumn |
| Exclusion | $2,582,193 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 454672 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 454672 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 454672 | TotalRevenueColumn |
| Exclusion | $454,672 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 10003466 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 9892957 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 110509 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 110509 | TotalRevenueColumn |
| Exclusion | $110,509 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 49000 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 1090045 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 364480 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -315480 | TotalRevenueColumn |
| Exclusion | -$315,480 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Unrelated Business RevenueUnrelatedBusinessRevenue | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|---|
| RESEARCH | 541900 | 915264 | 915264 | |
| REAGENTS -BY PRODUCT OF EXEMPT RESEARCH | 541900 | 168950 | 168950 | |
| SYMPOSIUM FEES | 900099 | 71888 | 71888 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 184189 | TotalRevenueColumn |
| Related Or Exempt Function Income | 184189 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 1340291 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 152710196 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1502132 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 915264 | UnrelatedBusinessRevenue |
| Exclusion | $3,795,429 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1841699 | Total |
| Program Services | 2115745 | ProgramServices |
| Management And General | -274046 | ManagementAndGeneral |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 191138 | Total |
| Program Services | 191138 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 60510538 | Total |
| Program Services | 50837956 | ProgramServices |
| Management And General | 8237101 | ManagementAndGeneral |
| Fundraising | 1435481 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4167689 | Total |
| Program Services | 3388695 | ProgramServices |
| Management And General | 689405 | ManagementAndGeneral |
| Fundraising | 89589 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8906179 | Total |
| Program Services | 7220690 | ProgramServices |
| Management And General | 1521434 | ManagementAndGeneral |
| Fundraising | 164055 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3725968 | Total |
| Program Services | 3053466 | ProgramServices |
| Management And General | 583449 | ManagementAndGeneral |
| Fundraising | 89053 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1464931 | Total |
| Program Services | 1119204 | ProgramServices |
| Management And General | 345480 | ManagementAndGeneral |
| Fundraising | 247 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 379952 | Total |
| Program Services | 44781 | ProgramServices |
| Management And General | 335171 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 305901 | Total |
| Management And General | 305901 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 123133 | Total |
| Program Services | 245 | ProgramServices |
| Management And General | 122888 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33225 | Total |
| Fundraising | 33225 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12288 | Total |
| Management And General | 12288 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 756085 | Total |
| Program Services | 575134 | ProgramServices |
| Management And General | 164463 | ManagementAndGeneral |
| Fundraising | 16488 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 53399 | Total |
| Program Services | 220 | ProgramServices |
| Management And General | 15239 | ManagementAndGeneral |
| Fundraising | 37940 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9308668 | Total |
| Program Services | 8628160 | ProgramServices |
| Management And General | 589168 | ManagementAndGeneral |
| Fundraising | 91340 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1315093 | Total |
| Program Services | 1009512 | ProgramServices |
| Management And General | 281248 | ManagementAndGeneral |
| Fundraising | 24333 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13284137 | Total |
| Program Services | 11802321 | ProgramServices |
| Management And General | 1364933 | ManagementAndGeneral |
| Fundraising | 116883 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 785657 | Total |
| Program Services | 678326 | ProgramServices |
| Management And General | 85927 | ManagementAndGeneral |
| Fundraising | 21404 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1194284 | Total |
| Program Services | 844290 | ProgramServices |
| Management And General | 319367 | ManagementAndGeneral |
| Fundraising | 30627 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3710284 | Total |
| Program Services | 3367833 | ProgramServices |
| Management And General | 307574 | ManagementAndGeneral |
| Fundraising | 34877 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19065947 | Total |
| Program Services | 16654008 | ProgramServices |
| Management And General | 2263256 | ManagementAndGeneral |
| Fundraising | 148683 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 85144 | Total |
| Management And General | 85144 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| RESEARCH SUPPLIES & EXPENSES | 10479721 | 10479721 | ||
| SCIENTIFIC COLLABORATIONS | 6616691 | 6616691 | ||
| RECRUITMENT | 385513 | 330049 | 30955 | 24509 |
| MISCELLANEOUS | 272826 | 119528 | 48879 | 104419 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 148976090 | Total |
| Program Services | 129077713 | ProgramServices |
| Management And General | 17435224 | ManagementAndGeneral |
| Fundraising | 2463153 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2011199 | BOY |
| EOY | 1669367 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7878644 | BOY |
| EOY | 17237397 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32920556 | BOY |
| EOY | 28941590 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 230956 | BOY |
| EOY | 503732 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1142218 | BOY |
| EOY | 1186166 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6173667 | BOY |
| EOY | 6113457 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 629240 | BOY |
| EOY | 448178 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8065520 | BOY |
| EOY | 8412047 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 288293600 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 133199334 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 167593019 | BOY |
| EOY | 155094266 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 86413448 | BOY |
| EOY | 92491582 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3324991 | BOY |
| EOY | 3155924 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 316383458 | BOY |
| EOY | 315253706 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20849521 | BOY |
| EOY | 17867974 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11772199 | BOY |
| EOY | 10516399 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 76537517 | BOY |
| EOY | 71831116 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 109159237 | BOY |
| EOY | 100215489 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 74517313 | BOY |
| EOY | 77369944 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 120682803 | BOY |
| EOY | 125635591 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12024105 | BOY |
| EOY | 12032682 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 207224221 | BOY |
| EOY | 215038217 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 316383458 | BOY |
| EOY | 315253706 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 3734106 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 2773536 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 1306354 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 209859230 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 150769181 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 160093433 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 156880684 | CurrentTaxYearMinus1Year |
| Current Tax Year | 147266803 | CurrentTaxYear |
| Total | 824869331 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 209859230 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 150769181 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 160093433 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 156880684 | CurrentTaxYearMinus1Year |
| Current Tax Year | 147266803 | CurrentTaxYear |
| Total | 824869331 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 23709484 | AmountsSubstContributorsTotal |
| Public Support Total170 | 801159847 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1995011 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1354102 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2037946 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4402201 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4133944 | CurrentTaxYear |
| Total | 13923204 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 286205 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 343630 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 907754 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 370643 | CurrentTaxYearMinus1Year |
| Current Tax Year | 425047 | CurrentTaxYear |
| Total | 2333279 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 841125814 | TotalSupport |
| Gross Receipts From Admissions Etc | 2283629 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.95249 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.96180 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbying | |
| Total Direct Lobbying | TotalDirectLobbying | |
| Total Lobbying Expenditures | TotalLobbyingExpenditures | |
| Other Exempt Purpose Expenditures | OtherExemptPurposeExpenditures | |
| Total Exempt Purpose Expenditures | TotalExemptPurposeExpenditures | |
| Lobbying Nontaxable | LobbyingNontaxableAmount | |
| Grassroots Nontaxable | GrassrootsNontaxableAmount | |
| Tot Lobbying Grassroot Minus Non Tx | TotLobbyingGrassrootMinusNonTx | |
| Tot Lobby Expend Mns Lobbying Nontx | TotLobbyExpendMnsLobbyingNontx | |
| Volunteers | false | Volunteers |
| Paid Staff Or Management | true | PaidStaffOrManagement |
| Media Advertisements | false | MediaAdvertisements |
| Mailings Members | false | MailingsMembers |
| Publications Or Broadcast | false | PublicationsOrBroadcast |
| Grants Other Organizations | false | GrantsOtherOrganizations |
| Direct Contact Legislators | true | DirectContactLegislators |
| Direct Contact Legislators | $134,978 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | false | RalliesDemonstrations |
| Other Activities | true | OtherActivities |
| Other Activities | $123,133 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 258111 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | false | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | LOBBYING ACTIVITIES | Identifier |
| Return Reference | SCHEDULE C, PART II-B | ReturnReference |
| Explanation | LINE 1G - CONTACT AND MEET WITH FEDERAL AND STATE LEGISLATORS AND THEIR STAFF TO SEEK POTENTIAL RESEARCH FUNDING. LINE 1I - DUES TO RESEARCH AND BIOMEDICAL ORGANIZATIONS, A PORTION OF WHICH ARE CONSIDERED LOBBYING. THE INSTITUTE CONTRACTS WITH HURT NORTON AND ASSOCIATES FOR REPRESENTATION IN WASHINGTON, DC, TO INVESTIGATE AND SEEK POTENTIAL FEDERAL RESEARCH FUNDING OPPORTUNITIES OUTSIDE THE TRADITIONAL NIH PROCESS. | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 21200471 | BeginningOfYearBalance |
| Contributions | 9000 | Contributions |
| Investment Earnings Or Losses | 2517312 | InvestmentEarningsOrLosses |
| Other Expenditures | 921772 | OtherExpenditures |
| End Of Year Balance | 22805011 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 21602848 | BeginningOfYearBalance |
| Contributions | 29575 | Contributions |
| Investment Earnings Or Losses | 961439 | InvestmentEarningsOrLosses |
| Other Expenditures | 1393391 | OtherExpenditures |
| End Of Year Balance | 21200471 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 19352544 | BeginningOfYearBalance |
| Contributions | 1050000 | Contributions |
| Investment Earnings Or Losses | 1656322 | InvestmentEarningsOrLosses |
| Other Expenditures | 456018 | OtherExpenditures |
| End Of Year Balance | 21602848 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 15181323 | BeginningOfYearBalance |
| Contributions | 2983403 | Contributions |
| Investment Earnings Or Losses | 1912336 | InvestmentEarningsOrLosses |
| Other Expenditures | 724518 | OtherExpenditures |
| End Of Year Balance | 19352544 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 17485831 | BeginningOfYearBalance |
| Contributions | 55002 | Contributions |
| Investment Earnings Or Losses | -2359510 | InvestmentEarningsOrLosses |
| Other Expenditures | 0 | OtherExpenditures |
| End Of Year Balance | 15181323 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.43580 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.52760 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.03660 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 25793087 | OtherCostOrOtherBasis |
| Book Value | 25793087 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 162682250 | OtherCostOrOtherBasis |
| Depreciation | 55177762 | Depreciation |
| Book Value | 107504488 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 99269550 | OtherCostOrOtherBasis |
| Depreciation | 78021572 | Depreciation |
| Book Value | 21247978 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 548713 | OtherCostOrOtherBasis |
| Book Value | 548713 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 155094266 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
| Total Of Amounts | 0 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 155472000 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 2773536 | NetUnrealizedGainsInvestments |
| Other Revenues | 556 | OtherRevenues |
| Revenue Not Rptd F990 | 2774092 | RevenueNotRptdF990 |
| Revenue Subtotal | 152697908 | RevenueSubtotal |
| Investment Expenses Not Included | 12288 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 12288 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 152710196 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 147658000 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | -1305802 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | -1305802 | ExpensesNotRptdF990 |
| Expenses Subtotal | 148963802 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 12288 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 12288 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 148976090 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| INTENDED USES OF THE ORGANIZATION'S ENDOWMENT FUNDS | SCHEDULE D, PART V, LINE 4 | THE INSTITUTE'S ENDOWMENT FUNDS ARE ESTABLISHED FOR VARIOUS PURPOSES: SCIENTIFIC RESEARCH, ALS RESEARCH, CEO CHAIR, PRESIDENTIAL CHAIR, CANCER RESEARCH CHAIR, AND UNRESTRICTED AS TO INCOME. |
| FIN 48 FOOTNOTE | SCHEDULE D, PART X, LINE 2 | THE INSTITUTE HAS NO MATERIAL DEFERRED TAX ASSETS OR DEFERRED TAX LIABILITIES RECORDED AS OF JUNE 30, 2013 AND 2012. THE INSTITUTE DID NOT RECOGNIZE A CHANGE IN LIABILITY FOR UNRECOGNIZED TAX BENEFITS (THE DIFFERENCE BETWEEN A TAX POSITION TAKEN, OR EXPECTED TO BE TAKEN, IN A TAX RETURN AND THE BENEFIT RECOGNIZED AND MEASURED IN THE FINANCIAL STATEMENTS). THE INSTITUTE'S LIABILITY FOR UNRECOGNIZED TAX BENEFITS WAS $0 AT JUNE 30, 2012 AND 2013. |
| DETAIL OF AMOUNT | SCHEDULE D, PART XI, LINE 2D | ROUNDING - 556 |
| DETAIL OF AMOUNT | SCEDULE D, PART XII, LINE 2D | UNREALIZED GAIN ON INTEREST RATE SWAP $1,306,042 ROUNDING (240) ----------- TOTAL $1,305,802 |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (8 entries)
| RegionRegion | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|
| Europe (Including Iceland and Greenland) | 54 | Program Services | SEE PART V | 108839 |
| East Asia and the Pacific | 28 | Program Services | SEE PART V | 59718 |
| North America | 2 | Program Services | SEE PART V | 1082 |
| South Asia | 3 | Program Services | SEE PART V | 2503 |
| Middle East and North Africa | 4 | Program Services | SEE PART V | 618 |
| South America | 5 | Program Services | SEE PART V | 9960 |
| Central America and the Caribbean | 4 | Program Services | SEE PART V | 10370 |
| Sub-Saharan Africa | 5 | Program Services | SEE PART V | 14880 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Employees | 76 | SubtotalNumberOfEmployees |
| Total Number Of Employees | 105 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 207970 | SubtotalAmountSpent |
| Total Amount Spent | 207970 | TotalAmountSpent |
| Transfer To Foreign Corp | false | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | false | OwnForeignCorp |
| Passive Foreign Invest Co | false | PassiveForeignInvestCo |
| Foreign Partnership | false | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SUPPLEMENTAL INFORMATION | SCHEDULE F, PART I, LINE 3 | SANFORD-BURNHAM MEDICAL RESEARCH INSTITUTE DOES NOT MAINTAIN ONGOING OPERATIONS IN FOREIGN JURISDICTIONS. HOWEVER, THE INSTITUTE'S SCIENTISTS DO TRAVEL TO VARIOUS SCIENTIFIC CONFERENCES IN OTHER COUNTRIES TO SHARE THE INSTITUTE'S SCIENTIFIC DISCOVERIES, AS WELL AS TO LEARN FROM OTHER SCIENTISTS ACROSS THE WORLD. |
| SCHEDULE F, PART I, LINE 3, COLUMN E | SPECIFIC PROGRAM SERVICE ACTIVITY IN ALL REGIONS IS AGENTS ATTENDING AND/OR SPEAKING AT SCIENTIFIC CONFERENCES AND COLLABORATIONS. | |
| ACCOUNTING METHOD | SCHEDULE F, PART I, LINE 3, COLUMN F | THE ACCRUAL METHOD OF ACCOUNTING WAS USED TO DETERMINE THE AMOUNTS IN PART I, LINE 3, COLUMN (F). |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | true | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation (2 entries)
| Name Of IndividualNameOfIndividual | ActivityActivity | Fundraiser Control Of FundsFundraiserControlOfFunds | Amount Retained By ContractorAmountRetainedByContractor | Net To OrganizationNetToOrganization |
|---|---|---|---|---|
| SEXTON BLUM AND ASSOCIATES | CONSULTING | false | 22000 | 22000 |
| JEROLD PANAS LINZY PARTNERS | CONSULTING | false | 11225 | 11225 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | 33225 | TotalRetainedByContractors |
| Total Net To Organization | 33225 | TotalNetToOrganization |
| Licensed States | AL | LicensedStates |
| Licensed States | AK | LicensedStates |
| Licensed States | AR | LicensedStates |
| Licensed States | CA | LicensedStates |
| Licensed States | CT | LicensedStates |
| Licensed States | DE | LicensedStates |
| Licensed States | FL | LicensedStates |
| Licensed States | ID | LicensedStates |
| Licensed States | IN | LicensedStates |
| Licensed States | IA | LicensedStates |
| Licensed States | KS | LicensedStates |
| Licensed States | ME | LicensedStates |
| Licensed States | MD | LicensedStates |
| Licensed States | MA | LicensedStates |
| Licensed States | MI | LicensedStates |
| Licensed States | MO | LicensedStates |
| Licensed States | MT | LicensedStates |
| Licensed States | NE | LicensedStates |
| Licensed States | NV | LicensedStates |
| Licensed States | NH | LicensedStates |
| Licensed States | NJ | LicensedStates |
| Licensed States | NY | LicensedStates |
| Licensed States | NC | LicensedStates |
| Licensed States | OH | LicensedStates |
| Licensed States | OR | LicensedStates |
| Licensed States | PA | LicensedStates |
| Licensed States | RI | LicensedStates |
| Licensed States | SD | LicensedStates |
| Licensed States | TX | LicensedStates |
| Licensed States | UT | LicensedStates |
| Licensed States | VT | LicensedStates |
| Licensed States | VA | LicensedStates |
| Licensed States | WA | LicensedStates |
| Licensed States | WY | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GALA | NameOfEvent1 |
| Gross Receipts Event1 | 1007243 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 980243 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 27000 | GrossRevenueEvent1 |
| Food And Beverage Event1 | 57830 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 96025 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 78823 | OtherDirectExpensesEvent1 |
| Name Of Event2 | BRING IT | NameOfEvent2 |
| Gross Receipts Event2 | 114700 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 92700 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 22000 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 4000 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 33821 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 67190 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 26791 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 0 | TotalNumberOfOtherEvents |
| Gross Receipts Total | 1121943 | GrossReceiptsTotal |
| Charitable Contributions Total | 1072943 | CharitableContributionsTotal |
| Gross Revenue Total Events | 49000 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 4000 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 91651 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 163215 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 105614 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 364480 | DirectExpenseSummaryEvents |
| Net Income Summary | -315480 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | true | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | true | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (9 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOHN C REED MD PHD | ||||||||||||||
| CEO | 658712 | 0 | 0 | 0 | 21998 | 0 | 375000 | 0 | 25613 | 0 | 1081323 | 0 | 0 | 0 |
| KRISTIINA VUORI MD PHD | ||||||||||||||
| PRESIDENT/INTERIM CEO | 613442 | 0 | 0 | 0 | 960 | 0 | 325000 | 0 | 11101 | 0 | 950503 | 0 | 0 | 0 |
| GARY F RAISL EDD | ||||||||||||||
| EVP/CAO/CFO/TREASURER | 429072 | 0 | 0 | 0 | 3740 | 0 | 23319 | 0 | 25622 | 0 | 481753 | 0 | 0 | 0 |
| STUART LIPTON MD PHD | ||||||||||||||
| CENTER DIRECTOR | 444521 | 0 | 0 | 0 | 3625 | 0 | 25000 | 0 | 27739 | 0 | 500885 | 0 | 0 | 0 |
| DANIEL KELLY MD | ||||||||||||||
| CNTR DIR./SCI. DIR. AT LK NONA | 435055 | 0 | 0 | 0 | 10966 | 0 | 25000 | 0 | 25001 | 0 | 496022 | 0 | 0 | 0 |
| CARL WARE PHD | ||||||||||||||
| CENTER DIRECTOR | 344246 | 0 | 0 | 0 | 3625 | 0 | 18738 | 0 | 16070 | 0 | 382679 | 0 | 0 | 0 |
| CYRIL DOUCET | ||||||||||||||
| VP, ADMIN. AT LAKE NONA | 214715 | 0 | 0 | 0 | 92955 | 0 | 19810 | 0 | 15502 | 0 | 342982 | 0 | 0 | 0 |
| JORGE MOSCAT PHD | ||||||||||||||
| PROGRAM DIRECTOR | 277405 | 0 | 0 | 0 | 2451 | 0 | 25000 | 0 | 20878 | 0 | 325734 | 0 | 0 | 0 |
| MARGARET DUNBAR JD | ||||||||||||||
| SECRETARY/SR DIRECTOR IP | 163906 | 0 | 0 | 0 | 1795 | 0 | 14434 | 0 | 887 | 0 | 181022 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (5 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| SUPPLEMENTAL COMPENSATION INFORMATION | FIRST CLASS TRAVEL FIRST CLASS TRAVEL IS GENERALLY NOT PERMITTED, EXCEPT UNDER VERY LIMITED AND RARE CIRCUMSTANCES AND CONDITIONS, SUCH AS A MEDICAL CONDITION REQUIREMENT AND URGENT CIRCUMSTANCES. THIS WAS NOT TREATED AS TAXABLE COMPENSATION. HEALTH OR SOCIAL CLUB DUES HEALTH OR SOCIAL CLUB DUES ARE NEGOTIATED IN THE HIRING PROCESS FOR CERTAIN EMPLOYEES. THE AMOUNTS WERE TREATED AS TAXABLE COMPENSATION. | |
| SEVERENCE PAYMENT OR CHANGE OF CONTROL PAYMENT | CYRIL DOUCET WAS PAID $83,261 FOR SEVERANCE DURING THE YEAR. | SCHEDULE J, PART I, QUESTION 4A |
| SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN | THE PARTICIPANTS OF THE 457(F) DEFERRED COMPENSATION PLAN ARE JOHN REED AND KRISTIINA VUORI. VESTING FOR JOHN REED OCCURS THE EARLIEST OF 1/1/2019, OR DISABILITY, OR INVOLUNTARY TERMINATION WITHOUT CAUSE, OR THE PARTICIPANT'S RESIGNATION FOR GOOD CAUSE, OR THE DATE OF TERMINATION OF THE PLAN. VESTING FOR KRISTIINA VUORI OCCURS THE EARLIEST OF 4/1/2015, OR INVOLUNTARY TERMINATION WITHOUT CAUSE, OR PARTICIPANT'S RESIGNATION FOR GOOD CAUSE, OR THE DATE OF TERMINATION OF THE PLAN. DISTRIBUTIONS FOR BOTH PARTICIPANTS IS A ONE-TIME LUMP SUM PAYMENT UPON VESTING OF 100% OF THE VALUE OF THE PARTICIPANT'S INVESTMENT (COMPRISED OF INSTITUTE CONTRIBUTIONS TO THE CORPUS PLUS ANY INVESTMENT GAINS OR LOSSES THEREON). | SCHEDULE J, PART I, QUESTION 4B |
| NON-FIXED PAYMENTS | SOME SENIOR EXECUTIVES HAVE EMPLOYMENT AGREEMENTS STIPULATING A BONUS WILL BE PAID TO THEM PROVIDED CERTAIN GOALS OR ACCOMPLISHMENTS ARE ACHIEVED. | SCHEDULE J, PART I, QUESTION 7 |
| RETIREMENT AND OTHER DEFERRED COMPENSATION | THE AMOUNT REPORTED IN SCHEDULE J, PART II, COLUMN (C) FOR JOHN REED INCLUDES AN ACCRUAL OF $350,000 RELATED TO THE 457(F) PLAN DESCRIBED ABOVE AND FOR KRISTIINA VUORI AN ACCRUAL OF $300,000 RELATED TO THE 457(F) PLAN DESCRIBED ABOVE. THESE AMOUNTS ARE NOT VESTED AND ARE SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE. | SCHEDULE J, PART II, COLUMN (C) |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (3 entries)
| Bond ReferenceBondReferenceCd | Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|---|
| COUNTY OF SAN DIEGO | ||||||||
| A | 956000934 | 797391G60 | 2006-02-01 | 60572867 | SEE PART VI | false | false | false |
| COUNTY OF SAN DIEGO | ||||||||
| B | 956000934 | 797391K99 | 2012-11-15 | 18885000 | FINANCE PROPERTY AND CAPITAL EQUIP | false | false | false |
| CALIFORNIA STATEWIDE COMMUNITIES DEVELOPMENT AUTH | ||||||||
| C | 956000934 | 2008-08-01 | 15300000 | PURCHASE EQUIPMENT | false | false | false | |
Form990 Schedule K Part II Form990ScheduleKPartII (3 entries)
| Bond ReferenceBondReferenceCd | Amount RetiredAmountRetired | Amount Bond DefeasedAmountBondDefeased | Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Capitalized InterestCapitalizedInterest | Refunding EscrowRefundingEscrow | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Credit EnhancementCreditEnhancement | Working Capital ExpendituresWorkingCapitalExpenditures | Capital ExpendituresCapitalExpenditures | Other Spent ProceedsOtherSpentProceeds | Amount UnspentAmountUnspent | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 60572867 | 3958500 | 0 | 46326377 | 745537 | 0 | 0 | 9542453 | 0 | 0 | 2000 | false | true | true | true |
| B | 0 | 0 | 18885000 | 0 | 0 | 0 | 0 | 0 | 0 | 18885000 | 0 | 0 | 2012 | false | false | true | true |
| C | 0 | 0 | 15300000 | 0 | 0 | 0 | 300000 | 0 | 0 | 13869914 | 1130086 | 0 | 2012 | false | false | true | true |
Form990 Schedule K Part III Form990ScheduleKPartIII (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Engage Bond Counsel ContractsEngageBondCounselContracts | Any Research AgreementsAnyResearchAgreements | Engage Bond Counsel ResearchEngageBondCounselResearch | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Total Private Business UseTotalPrivateBusinessUse | Bond Iss Meet Prvt Security Pay TestBondIssMeetPrvtSecurityPayTest | Change In Use Bond Financed PropChangeInUseBondFinancedProp | Remedial Action TakenRemedialActionTaken | Non Qualified Bond Remed ProcdrsNonQualifiedBondRemedProcdrs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | true | true | true | true | true | 0.03060 | 0.03060 | false | false | false | false |
| B | false | false | false | false | true | 0.01980 | 0.01980 | false | false | false | false | |
| C | false | true | true | true | true | true | 0.05610 | 0.05610 | false | false | false | false |
Form990 Schedule K Part IV Form990ScheduleKPartIV (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Business Name Line1NameOfGICProvider/BusinessNameLine1 | Gross Proceeds InvestedGrossProceedsInvested | Written Proc To Monitor ReqsWrittenProcToMonitorReqs | Rebate Not Due YetRebateNotDueYet | Exception To RebateExceptionToRebate | Term Of HedgeTermOfHedge | Superintegrated HedgeSuperintegratedHedge | Hedge TerminatedHedgeTerminated |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 0 | ||||||||||||
| A | true | false | false | false | 0 | false | false | |||||
| BANK OF AMERICA | ||||||||||||
| B | false | true | true | false | 0 | false | false | true | false | 25. | true | false |
| 0 | ||||||||||||
| C | false | false | false | false | 0 | false | false | true | false | |||
Form990 Schedule K Part V Form990ScheduleKPartV (3 entries)
| Bond ReferenceBondReferenceCd | Proc To Undertk Corrective ActionProcToUndertkCorrectiveAction |
|---|---|
| A | false |
| B | true |
| C | false |
Form990 Schedule K Part VI Form990ScheduleKPartVI (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SCHEDULE K, PART I, ROW A, COLUMN (F) | 0 | REFINANCE 1999 BONDS AND FINANCE CAPITAL IMPROVEMENTS & EQUIPMENT. |
| SCHEDULE K, PART I, ROWS A-C | 0 | FOR THE BOND ISSUES LISTED IN PART I, THE ALTERNATIVE PERIOD USED FOR THE REPORTING REQUIREMENTS IN THIS SECTION IS THE TWELVE MONTHS ENDED DECEMBER 31, 2012. |
| SCHEDULE K, PART III, LINE 4, COLUMN (C) | 0 | THE PERCENTAGE OF FINANCED PROPERTY USED IN A PRIVATE BUSINESS FOR THE ANNUAL MEASUREMENT PERIOD ENDING 12/31/2012 IS 5.61%. THE PRIVATE BUSINESS USE PERCENTAGE OVER THE LIFE OF THE BONDS THROUGH 12/31/2012 IS 3.81%. THE PROJECTED PRIVATE BUSINESS USE PERCENTAGE OVER THE LIFE OF THE BONDS IS 4.19%. |
Schedule L IRS990ScheduleL
Loan Table LoanTable (4 entries)
| Relationship With OrganizationRelationshipWithOrganization | Purpose Of LoanPurposeOfLoan | Loan From OrganizationLoanFromOrganization | Original PrincipalOriginalPrincipalAmount | Balance DueBalanceDue | DefaultDefault | Approved By BoardApprovedByBoard | Written AgreementWrittenAgreement |
|---|---|---|---|---|---|---|---|
| DANIEL KELLY | |||||||
| EMPLOYEE | QUAL. EMPLOYEE RELOC | X | $500,000 | 454167 | false | true | true |
| STUART LIPTON | |||||||
| EMPLOYEE | QUAL. EMPLOYEE RELOC | X | $400,000 | 171915 | false | true | true |
| GARY RAISL | |||||||
| OFFICER | QUAL. EMPLOYEE RELOC | X | $225,000 | 225000 | false | true | true |
| JORGE MOSCAT | |||||||
| EMPLOYEE | QUAL. EMPLOYEE RELOC | X | $200,000 | 86863 | false | true | true |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 937945 | TotalBalanceDue |
Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| LOCKTON | |||
| TRUSTEE - DOUG OBENSHAIN | 202078 | INSURANCE SERVICES | false |
| PHILIP GRAHAM - SON OF TRUSTEE | |||
| TRUSTEE - GAYLE WILSON | 191138 | COMPENSATION | false |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArt | |
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications | |
| Clothing And Household Goods | ClothingAndHouseholdGoods | |
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 10 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1059634 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles |
Food Inventory FoodInventory
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1198 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | COST/SELLING PRICE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | MINOR EQUIPMENT | Description |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 2500 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | COST/SELLING PRICE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | CONTRIBUTIONS RECEIVED | Identifier |
| Return Reference | SCHEDULE M, PART I, COLUMN(B) | ReturnReference |
| Explanation | COLUMN B IS REPORTING A COMBINATION OF THE NUMBER OF CONTRIBUTIONS RECEIVED AND THE NUMBER OF ITEMS RECEIVED. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATION'S MISSION | FORM 990 - PART I, LINE 1 & PART III, LINE 1 | SANFORD BURNHAM MEDICAL RESEARCH INSTITUTE CONDUCTS WORLD-CLASS COLLABORATIVE RESEARCH DEDICATED TO FINDING CURES FOR HUMAN DISEASE, IMPROVING THE QUALITY OF LIFE, AND THUS CREATING A LEGACY FOR ITS EMPLOYEES, PARTNERS, DONORS, AND COMMUNITY. |
| PROGRAM SERVICE ACCOMPLISHMENTS | FORM 990, PART III, LINE 4A | SANFORD-BURNHAM MEDICAL RESEARCH INSTITUTE IS DEDICATED TO DISCOVERING THE FUNDAMENTAL MOLECULAR CAUSES OF DISEASE AND DEVISING THE INNOVATIVE THERAPIES OF TOMORROW. SANFORD-BURNHAM TAKES A UNIQUE, COLLABORATIVE APPROACH TO MEDICAL RESEARCH AND HAS ESTABLISHED MAJOR RESEARCH PROGRAMS IN CANCER, NEURODEGENERATION, DIABETES, AND INFECTIOUS, INFLAMMATORY, AND CHILDHOOD DISEASES. CANCER RESEARCH BREAKING A VICIOUS CYCLE IN PANCREATIC CANCER. PANCREATIC CANCER, WHICH TYPICALLY KILLS PATIENTS A YEAR AFTER DIAGNOSIS, GENERATES TUMORS COMPRISED MOSTLY OF FIBROUS TISSUE. THIS TISSUE OBSTRUCTS BLOOD FLOW, WHICH MAKES IT DIFFICULT FOR DRUGS TO REACH INSIDE TUMORS. WORK PUBLISHED BY DR. GARTH POWIS IN "CANCER RESEARCH" REPORTS THAT HYPOXIA MAY CAUSE SIGNALING THAT LEADS PANCREATIC CANCER CELLS TO RELEASE A PROTEIN THAT IN TURN CAUSES SURROUNDING NORMAL PANCREATIC TISSUE TO PRODUCE LARGE AMOUNTS OF FIBROUS TISSUE. POWIS IDENTIFIED A MOLECULE INCREASED DURING HYPOXIA CALLED HYPOXIA INDUCIBLE FACTOR (HIF) THAT TRIGGERS THE PROTEIN THAT DRIVES FIBROSIS. BY DEVELOPING A DRUG THAT INHIBITS HIF, HE BROKE THE CYCLE OF HYPOXIA AND FIBROSIS-OFFERING A POTENTIAL NEW TREATMENT. NEWLY IDENTIFIED THERAPEUTIC TARGET FOR PROSTATE CANCER. THE LABS OF DRS. MARIA T. DIAZ-MECO AND JORGE MOSCAT HAVE IDENTIFIED HOW AN ENZYME CALLED PKCZ SUPPRESSES PROSTATE TUMOR FORMATION. THE FINDING, WHICH ALSO DESCRIBES A MOLECULAR CHAIN OF EVENTS THAT CONTROLS CELL GROWTH AND METASTASIS, COULD LEAD TO NOVEL WAYS TO CONTROL DISEASE PROGRESSION. THIS STUDY, PUBLISHED IN "PROCEEDINGS OF THE NATIONAL ACADEMY OF SCIENCES," SUGGESTS THAT RESTORING PKCZ COULD PROVIDE A NEW APPROACH TO TREATING PROSTATE CANCER. STOPPING MELANOMA BY CHANGING A PROTEIN'S LOCATION. IN A STUDY WITH THE CHEMICAL GENOMICS GROUP, DR. ZE'EV RONAI COMPLETED A PROOF-OF-CONCEPT STUDY THAT IDENTIFIED SMALL MOLECULES THAT PROMOTE THE EXPORT OF A PROTEIN CALLED ATF2 FROM A CELL'S NUCLEUS. EARLIER WORK FROM DR. RONAI'S GROUP SHOWED THAT THE PROTEIN, WHILE INSIDE THE NUCLEUS, PROMOTES CANCER. THE PRESENCE OF ATF2 OUTSIDE THE NUCLEUS IN MITOCHONDRIA, HOWEVER, PROMPTS MELANOMA CANCER CELLS TO SELF-DESTRUCT. IN THEIR NEW STUDY, DR. RONAI'S TEAM SCREENED 3,800 COMPOUNDS TO IDENTIFY SMALL MOLECULES THAT PROMOTE THE MOVEMENT OF ATF2 TO THE CELL'S CYTOPLASM OUTSIDE THE NUCLEUS. TWO COMPOUNDS WERE FOUND TO REDUCE CELL VIABILITY, INHIBIT THE FORMATION OF CELL COLONIES, INHIBIT CELL MOTILITY, AND LEAD TO OTHER DAMAGING EFFECTS. THE STUDY, PUBLISHED IN "CLINICAL CANCER RESEARCH," POINTS THE WAY TOWARD IDENTIFYING SMALL MOLECULES THAT BLOCK THE CANCER-CAUSING FUNCTION OF ATF2. SMIP004 AS A NOVEL TREATMENT FOR ADVANCED PROSTATE CANCER. A MAJOR HALLMARK OF CANCER CELLS IS THEIR ABILITY TO SURVIVE UNDER STRESSFUL CONDITIONS. A NEW STUDY SPEARHEADED BY DR. DIETER WOLF AND HIS TEAM REVEALS HOW A PROMISING ANTICANCER COMPOUND CALLED SMIP004 SPECIFICALLY KILLS PROSTATE CANCER CELLS BY COMPROMISING THEIR ABILITY TO WITHSTAND ENVIRONMENTAL STRESS. THE STUDY, RECENTLY PUBLISHED IN "ONCOTARGET," UNCOVERS NOVEL MECHANISMS OF ANTICANCER ACTIVITY AND COULD LEAD TO THE DEVELOPMENT OF MORE EFFECTIVE THERAPIES FOR ADVANCED AND HARD-TO-TREAT FORMS OF PROSTATE CANCER, AS WELL AS OTHER TYPES OF CANCER. WHY THE SHAPE OF NANOPARTICLES MATTERS. CONVENTIONAL TREATMENTS FOR DISEASES SUCH AS CANCER CAN CARRY HARMFUL SIDE EFFECTS-AND THE PRIMARY REASON IS THAT SUCH TREATMENTS ARE NOT TARGETED SPECIFICALLY TO THE CELLS OF THE BODY WHERE THEY'RE NEEDED. DR. ERKKI RUOSLAHTI AND COLLABORATORS AT UC SANTA BARBARA FOUND THAT THE SHAPE OF NANOPARTICLES CAN ENHANCE DRUG TARGETING. THE STUDY, PUBLISHED IN "PROCEEDINGS OF THE NATIONAL ACADEMY OF SCIENCES," FOUND THAT ROD-SHAPED NANOPARTICLES APPEAR TO ADHERE MORE EFFECTIVELY TO THE SURFACE OF ENDOTHELIAL CELLS THAT LINE THE INSIDE OF BLOOD VESSELS. THE FINDINGS HOLD PROMISE IN THE DELIVERY OF DRUGS SUCH AS CHEMOTHERAPEUTICS, WHICH ARE HIGHLY TOXIC. A NEW APPROACH TO TREATING BRAIN CANCER. MEDULLOBLASTOMA IS THE MOST COMMON MALIGNANT BRAIN CANCER IN CHILDREN. ALTHOUGH MANY PATIENTS CAN BE CURED WITH SURGERY, RADIATION, AND HIGH-DOSE CHEMOTHERAPY, SURVIVORS OFTEN SUFFER SEVERE LONG-TERM SIDE EFFECTS SUCH AS COGNITIVE AND DEVELOPMENTAL DISABILITIES DUE TO THE AGGRESSIVE TREATMENT. A RESEARCH TEAM LED BY DR. ROBERT WECHSLER-REYA DEVELOPED A NEW EXPERIMENTAL APPROACH TO TREATING MEDULLOBLASTOMA BY TARGETING CANCER STEM CELLS-THE CELLS THAT ARE CRITICAL FOR MAINTAINING TUMOR GROWTH. THE FINDINGS, DESCRIBED IN A RECENT PAPER IN "CANCER RESEARCH," STRONGLY SUPPORT THE NOTION OF COMBINING CONVENTIONAL CHEMOTHERAPY WITH CELL-CYCLE INHIBITORS TO IMPROVE THE EFFECTIVENESS OF THERAPY FOR MEDULLOBLASTOMA PATIENTS. DIABETES, OBESITY AND CARDIOVASCULAR RESEARCH DIFFERENCES BETWEEN "MARATHON MICE" AND "COUCH POTATO MICE" REVEAL KEY TO MUSCLE FITNESS. DR. DANIEL KELLY AND COLLEAGUES DISCOVERED THAT SMALL PIECES OF GENETIC MATERIAL CALLED MICRORNAS LINK THE TWO DEFINING CHARACTERISTICS OF FIT MUSCLES: THE ABILITY TO BURN SUGAR AND FAT, AND THE SWITCH BETWEEN SLOW- AND FAST-TWITCH MUSCLE FIBERS. THE TEAM USED TWO COMPLEMENTARY MOUSE MODELS-THE "MARATHON MOUSE" AND THE "COUCH POTATO MOUSE"-TO MAKE THIS DISCOVERY. THE FINDINGS, PUBLISHED IN "THE JOURNAL OF CLINICAL INVESTIGATION," SUGGEST MICRORNAS COULD BE TARGETED FOR THE DEVELOPMENT OF NEW MEDICAL INTERVENTIONS AIMED AT IMPROVING MUSCLE FITNESS IN PEOPLE WITH CHRONIC ILLNESS OR INJURY. PROGRESS TOWARD A CURE FOR DIABETES. IN BOTH TYPE 1 AND TYPE 2 DIABETES, LOSS OF THE PANCREATIC BETA-CELLS THAT PRODUCE INSULIN IN RESPONSE TO GLUCOSE IS A CRITICAL FEATURE OF THE DISEASE. IN TWO PAPERS PUBLISHED IN THE JOURNAL "STEM CELLS," DR. FRED LEVINE'S LAB DEMONSTRATES PROGRESS TOWARD CREATING FUNCTIONAL BETA CELLS. IN THE FIRST PAPER, THEY DEVELOPED A NEW MODEL OF RECONSTITUTING A NORMAL MASS OF FUNCTIONAL BETA CELLS IN MICE WHERE ALMOST ALL BETA CELLS HAD BEEN ELIMINATED. IN THEIR SECOND PAPER, THEY SHOW THAT A DRUG THEY DEVELOPED POTENTLY INDUCES BETA CELLS TO REPLICATE. THEY ARE WORKING ON A DRUG THAT CAN INDUCE BETA-CELL NEOGENESIS THAT, WHEN COMBINED WITH THE DRUG THAT INDUCES BETA-CELL REPLICATION, WILL PROVIDE A POTENT MIX TO INDUCE THE RECOVERY OF A NORMAL BETA-CELL MASS IN DIABETIC PATIENTS. FULL VISIBILITY OF NOVEL FACTORS IMPORTANT FOR INSULIN SECRETION. DR. PAMELA ITKIN-ANSARI AND COLLABORATORS AT THE SCRIPPS RESEARCH INSTITUTE HAVE REPORTED THE FIRST COMPREHENSIVE MAP OF THE PROTEIN INTERACTIONS THAT ENABLED CELLS IN THE PANCREAS TO PRODUCE, STORE, AND SECRETE INSULIN. THE MAP, CALLED AN "INSULIN-INTERACTOME" MAP, PROVIDES FULL VISIBILITY OF THE INTRICACIES OF THE INSULIN-SECRETION PROCESS. THE STUDY, PUBLISHED IN "CELL REPORT," HAS ALREADY YIELDED NOVEL FINDINGS, INCLUDING THE KEY ROLE OF A PROTEIN CALLED TMEM. THE STUDY IS IMPORTANT BECAUSE IT PROVIDES A DEEPER SCIENTIFIC UNDERSTANDING OF THE INSULIN-SECRETION PROCESS, WHICH MAY YIELD NEW TARGETS FOR THERAPEUTIC INTERVENTION IN DIABETES. NEW OBESITY DRUG REDUCES "BAD" BELLY FAT. BELLY FAT, ALSO CALLED VISCERAL FAT, IS LINKED TO AN INCREASED RISK OF HEART DISEASE, DIABETES, AND STROKE. IN A PAPER PUBLISHED IN "DIABETES, OBESITY AND METABOLISM," DR. STEVEN SMITH AND HIS COLLABORATORS TESTED WHETHER A NEW OBESITY DRUG IN LATE STAGE CLINICAL TESTING CALLED "CONTRAVE" MIGHT REDUCE "BAD" ABDOMINAL FAT. "BAD" FAT IS ASSOCIATED WITH COMPLICATIONS OF OBESITY SUCH AS DIABETES AND CARDIOVASCULAR DISEASE. THEY FOUND THAT THE DRUG, IN COMBINATION WITH OTHER THERAPIES, DECREASED "BAD" FAT, WITH SOME PATIENTS SHOWING UP TO A 40 PERCENT REDUCTION. CONTRAVE IS NOW BEING TESTED IN A LARGE MULTI-CENTER STUDY FOR ITS AFFECT ON CARDIOVASCULAR EVENTS, SUCH AS HEART ATTACKS. DISCOVERY OF A NEW MECHANISM LEADING TO ATHEROSCLEROSIS. IN A PAPER PUBLISHED IN "ARTERIOSCLEROSIS, THROMBOSIS, AND VASCULAR BIOLOGY," DR. DWIGHT TOWLER AND COLLEAGUES DESCRIBED A PATHWAY THAT LEADS TO HARDENING OF ARTERIES (ATHEROSCLEROSIS). THIS WORK ZEROED IN ON A PARTICULARLY DELETERIOUS PROTEIN CALLED DKK1. WHEN FUNCTIONING NORMALLY, DKK1 IS IMPORTANT FOR AIDING IN WOUND REPAIR. BUT INFLAMMATORY RESPONSES TRIGGERED INSIDE ARTERY WALLS ASSOCIATED WITH DISEASES LIKE DIABETES CAN TRIGGER PROLONGED AND DESTRUCTIVE DKK1 ACTIVITY. TOWLER AND HIS TEAM WILL CONTINUE TO STUDY DKK1 TO IDENTIFY POTENTIAL DRUG TARGETS TO PREVENT HARDENING OF ARTERIES IN PATIENTS WITH ATHEROSCLEROSIS. |
| PROGRAM SERVICE ACCOMPLISHMENTS CONTINUED | PATIENTS' OWN SKIN CELLS ARE TRANSFORMED INTO HEART CELLS TO CREATE "DISEASE IN A DISH." MOST PATIENTS WITH ARRHYTHMOGENIC RIGHT VENTRICULARDYSPLASIA/CARDIOMYOPATHY (ARVD/C) DON'T KNOW THEY HAVE A PROBLEM UNTIL THEY'RE IN THEIR EARLY20S-WHEN THEY'RE DIAGNOSED AT ADVANCED STAGES OR AFTER SUDDEN DEATH. A TECHNIQUE CALLED "DISEASE IN A DISH" MIGHT BRING NEW HOPE TO ARVD/C PATIENTS. DR. HUEI-SHENG VINCENT CHEN AND HIS TEAM RECENTLY TOOK SKIN SAMPLES FROM TWO ARVD/C PATIENTS. THEN, USING STEM CELL-BASED TECHNOLOGY THAT GARNERED A 2012 NOBEL PRIZE, THEY CONVERTED THE SKIN CELLS INTO HEART CELLS. IN A PAPER PUBLISHED IN "NATURE," THE RESEARCHERS UNVEILED THE FIRST MATURATION-BASED "DISEASE IN A DISH" MODEL FOR ARVD/C. THE MODEL WAS CREATED IN COLLABORATION WITH DR. DANIEL KELLY, AND IS LIKELY MORE RELEVANT TO HUMAN ARVD/C THAN OTHER MODELS AND BETTER SUITED FOR STUDYING THE DISEASE AND TESTING NEW TREATMENTS. INFECTIOUS AND INFLAMMATORY DISEASE THWARTING INFLAMMATION. VIRUSES HAVE EVOLVED TO EVADE THE IMMUNE SYSTEM, WHICH IS WHY THEY CAUSE INFECTIONS. HOWEVER, SOME VIRUSES, LIKE THE SMALLPOX VIRUS (NOW ERADICATED WORLDWIDE), HAVE MANY TRICKS TO THWART THE IMMUNE SYSTEM. A STUDY FROM DRS. REED'S AND LIDDINGTON'S LABORATORIES DEMONSTRATED HOW VACCINIA VIRUS, THE VACCINE STRAIN USED AGAINST SMALL-POX VIRUS, SUPPRESSES INFLAMMATION. PUBLISHED IN "PROCEEDINGS OF THE NATIONAL ACADEMY OF SCIENCE," THE RESULTS DEMONSTRATE A VIRAL PROTEIN CALLED F1L THWARTS INFLAMMATION BY ALTERING A KEY HOST FACTOR KNOWN AS NLRP1. INTERESTINGLY, A SMALL PEPTIDE FROM F1L BLOCKS INFLAMMATION, SUGGESTING IT MAY HAVE POTENTIAL AS A DRUG TO TREAT ARTHRITIC CONDITIONS. PREVENTING AUTOIMMUNE DISEASES. B-CELL PRODUCTION IN BONE MARROW GENERATES A VAST REPERTOIRE OF ANTIBODY-PRODUCING CELLS THAT COLLECTIVELY RECOGNIZE VIRTUALLY ANY FOREIGN ENTITY, INCLUDING PATHOGEN COMPONENTS-BUT IT CAN ALSO PRODUCES B CELLS THAT IN TURN PRODUCE AUTOANTIBODIES THAT CAN RECOGNIZE "SELF-ANTIGENS," LEADING TO AUTOIMMUNE DISEASES. IN THE "JOURNAL OF IMMUNOLOGY," DR. ROBERT RICKERT'S LAB INVESTIGATED THE CELLULAR PROCESSES THAT CONTROL B-CELL TOLERANCE, WHICH PREVENTS B CELLS FROM PRODUCING ANTIBODIES TO SELF-ANTIGENS. THEY DEVELOPED A NOVEL MODEL TO SHOW THAT FOLLICULAR DENDRITIC CELLS (FDCS) KEY TO ELIMINATING AUTO-REACTIVE B CELLS TO SELF-ANTIGENS. THE FINDINGS PROVIDE A NEW PERSPECTIVE ON HOW AUTOIMMUNE DISEASE MAY BE PREVENTED. THE RESEARCH WAS RECENTLY RECOGNIZED TO BE OF SPECIAL SIGNIFICANCE BY THE FACULTY OF 1000. ONE IN A MILLION. THE IMMUNE SYSTEM PROTECTS US AGAINST INFECTIONS. BUT, SOMETIMES IT TURNS AGAINST US CAUSING AUTOIMMUNE DISEASE. IN RHEUMATOID ARTHRITIS, IMMUNE CELLS TERMED LYMPHOCYTES, SECRETE TNF (TUMOR NECROSIS FACTOR), A PROTEIN THAT CAN PROMOTE DESTRUCTION OF THE JOINTS, CAUSING PAIN AND SEVERE BONE EROSION. ANTI-TNF THERAPY IS SUCCESSFULLY TREATS SOME PATIENTS WITH AUTOIMMUNE DISEASE. IN THE "JOURNAL OF IMMUNOLOGY," DRS. CARL WARE AND SALVO ALBANI REPORT ON AN ATYPICAL LYMPHOCYTE THAT CONTINUOUSLY SECRETES TNF DETECTED AT ABOUT ONE IN A MILLION CELLS IN THE BLOOD OF NORMAL PEOPLE. THESE ATYPICAL LYMPHOCYTES ARE DRAMATICALLY INCREASED IN THE BLOOD OF PATIENTS WITH RHEUMATOID ARTHRITIS. THEIR GOAL IS TO UNDERSTAND WHY THESE CELLS ARE ELEVATED IN AUTOIMMUNE DISEASE. NEUROSCIENCE, AGING AND STEM CELL RESEARCH NOVEL DRUG REVERSES LOSS OF BRAIN CONNECTIONS IN MODELS OF ALZHEIMER'S. DR. STUART LIPTON AND HIS TEAM HAVE DEVELOPED THE FIRST EXPERIMENTAL DRUG TO BOOST BRAIN SYNAPSES LOST IN ALZHEIMER'S DISEASE. THE DRUG, NITROMEMANTINE, COMBINES TWO FDA-APPROVED MEDICINES, NITROGLYCERIN AND MEMANTINE, INTO A NOVEL SINGLE AGENT. TOGETHER, THEY STOP THE DESTRUCTIVE CASCADE OF CHANGES IN THE BRAIN THAT DESTROYS THE CONNECTIONS BETWEEN NEURONS, LEADING TO MEMORY LOSS AND COGNITIVE DECLINE. THE RESEARCH, PUBLISHED IN "PROCEEDINGS OF THE NATIONAL ACADEMY OF SCIENCES," FOCUSES ON A DOWNSTREAM TARGET TO TREAT ALZHEIMER'S, RATHER THAN ON AMYLOID BETA PLAQUES AND NEUROFIBRILLARY TANGLES-APPROACHES THAT HAVE SHOWN LITTLE SUCCESS IN THE PAST. UNRAVELING THE MOLECULAR ROOTS OF DOWN SYNDROME. DR. HUAXI XU'S LABORATORY HAS FOUND THAT PROTEIN CALLED SORTING NEXIN 27, OR SNX27, IS REDUCED IN HUMAN DOWN SYNDROME BRAINS. THE STUDY, PUBLISHED IN "NATURE MEDICINE," SHOWS THAT SNX27 HELPS KEEP GLUTAMATE RECEPTORS ON THE CELL SURFACE IN NEURONS. NEURONS NEED GLUTAMATE RECEPTORS IN ORDER TO FUNCTION CORRECTLY. WITH LESS SNX27, MICE HAD FEWER ACTIVE GLUTAMATE RECEPTORS AND THUS IMPAIRED LEARNING AND MEMORY. FURTHER STUDY REVEALED THAT CHROMOSOME 21 ENCODES ONE PARTICULAR MICRORNA CALLED MIR-155. IN HUMAN DOWN SYNDROME BRAINS, THE INCREASE IN MIR-155 LEVELS CORRELATES ALMOST PERFECTLY WITH THE DECREASE IN SNX27. THROUGH THIS MECHANISM, LEARNING, MEMORY, AND BEHAVIOR ARE IMPAIRED. TRANSPLANTED NEURAL STEM CELLS TREAT ALS IN MOUSE MODEL. AMYOTROPHIC LATERAL SCLEROSIS (ALS), ALSO KNOWN AS LOU GEHRIG'S DISEASE, IS UNTREATABLE AND FATAL. A CONSORTIUM OF ALS RESEARCHERS AT MULTIPLE INSTITUTIONS, LED BY DR. EVAN SNYDER, TESTED TRANSPLANTED NEURAL STEM CELLS AS A TREATMENT FOR THE DISEASE. IN 11 INDEPENDENT STUDIES, THEY FOUND THAT TRANSPLANTING NEURAL STEM CELLS INTO THE SPINAL CORD OF A MOUSE MODEL OF ALS SLOWS DISEASE ONSET AND PROGRESSION. THE NEURAL STEM CELLS HELP BY PRODUCING FACTORS THAT PRESERVE THE HEALTH AND FUNCTION OF THE HOST'S REMAINING NERVE CELLS. THESE FINDINGS, PUBLISHED IN "SCIENCE TRANSLATIONAL MEDICINE," DEMONSTRATE THE POTENTIAL NEURAL STEM CELLS HOLD FOR TREATING ALS AND OTHER NERVOUS SYSTEM DISORDERS. A KEY PROTEIN THAT MODULATES ORGANISMAL AGING. A STUDY DIRECTED BY DR. MALENE HANSEN IDENTIFIED A KEY FACTOR THAT REGULATES THE AUTOPHAGY PROCESS WHERE CELLULAR DEBRIS IS DIGESTED TO PROTECT CELLS FROM DAMAGE, AND WHICH IN TURN MODULATES AGING. HER LAB AND COLLABORATORS IDENTIFIED A TRANSCRIPTION FACTOR - AN ON/OFF SWITCH FOR GENES - CALLED HLH-30 THAT INDUCES AUTOPHAGY IN MODEL ORGANISMS, INCLUDING THE WORM C. ELEGANS. SINCE A SIMILAR TRANSCRIPTION FACTOR, TFEB, REGULATES AUTOPHAGY IN MAMMALIAN CELLS, THESE FINDINGS, PUBLISHED IN "NATURE COMMUNICATIONS," COULD LEAD TO THE DEVELOPMENT OF NEW THERAPIES FOR AGE-RELATED DISORDERS THAT ARE CHARACTERIZED BY A BREAKDOWN IN THIS PROCESS, FOR EXAMPLE, IN NEURODEGENERATIVE AND CARDIOVASCULAR DISEASES. CHILDREN'S HEALTH DISCOVERING AN ORAL DRUG TO PREVENT METABOLIC SYNDROME. DR. JOS LUIS MILLN'S LABORATORY AND COLLABORATORS AT MASSACHUSETTS GENERAL HOSPITAL AND HARVARD MEDICAL SCHOOL HAVE ADVANCED STUDIES SHOWING THAT ORAL ADMINISTRATION OF INTESTINAL ALKALINE PHOSPHATASE (IAP)-A GUT MUCOSAL DEFENSE FACTOR IS BENEFICIAL IN MOUSE MODELS OF CHRONIC COLITIS. IN "PROCEEDINGS OF THE NATIONAL ACADEMY OF SCIENCES," THE RESEARCHERS NOW SHOW THAT ORAL ADMINISTRATION OF IAP INHIBITS THE ABSORPTION OF LIPOPOLYSACCHARIDES, A MAJOR COMPONENT OF THE OUTER MEMBRANE OF BACTERIA. THE ABSORPTION OF LIPOPOLYSACCHARIDES OCCURS IN TANDEM WITH THE ABSORPTION OF DIETARY FAT. IAP, THEREFORE, IMPROVES THE LIPID PROFILE IN MICE THAT ARE FED A STANDARD, LOW-FAT DIET. THE FINDINGS MAY LEAD TO NEW WAYS TO PREVENT THE ONSET OF METABOLIC SYNDROME, A PRE-DIABETIC CONDITION. A NEW APPROACH TO PREVENTING LIVER FAILURE IN CHILDREN. WHEN CELL PROTEINS ARE MISFOLDED, THEY AGGREGATE IN THE CELL AND CAUSE CELL DEATH. IN A REPORT PUBLISHED IN "MOLECULAR BIOLOGY OF THE CELL," DR. RANDAL KAUFMAN'S LAB DESCRIBED HOW THE ENZYME "UGGT1" IS REQUIRED TO PREVENT PROTEIN AGGREGATION. THE UGGT1 ENZYME, CODED FOR BY A GENE THAT WAS FIRST ISOLATED BY KAUFMAN YEARS AGO, WAS INITIALLY THOUGHT TO PREVENT THE RELEASE OF MISFOLDED PROTEINS FROM THE ENDOPLASMIC RETICULUM. THE CURRENT STUDY USED MUTANT FORMS OF THE ?1-ANTITRYPSIN (?1-AT) LIVER PROTEIN TO SHOW THAT UGGT1 ACTUALLY PREVENTS AGGREGATION. SINCE MUTATIONS IN THE ?1-AT GENE THAT CAUSE PROTEIN AGGREGATION ARE THE MOST COMMON CAUSE OF LIVER FAILURE IN CHILDREN, THESE FINDINGS MAY GUIDE AVENUES TO TREAT AND/OR PREVENT THE MOST COMMON DEVASTATING LIVER DISEASE IN CHILDREN. GENOME-SEQUENCING DIAGNOSTICS FOR RARE DISEASES: A CAUTIONARY TALE. PROPERLY DIAGNOSING A CHILD BORN WITH CONGENITAL DISORDERS OF GLYCOSYLATION, OR CDG, AND PINPOINTING THE EXACT SUGAR GENE THAT'S MUTATED PROVIDES DOCTORS WITH USEFUL INFORMATION TO DEVELOP A THERAPEUTIC APPROACH. WHOLE-EXOME SEQUENCING, AN ABBREVIATED FORM OF WHOLE-GENOME SEQUENCING, IS INCREASINGLY USED AS A DIAGNOSTIC FOR CDG. BUT RESEARCHERS LED BY DR. HUDSON FREEZE RECENTLY DISCOVERED THREE CHILDREN WITH CDG WHO ARE MOSAICS-ONLY SOME CELLS IN SOME TISSUES HAVE THE MUTATION. FOR THAT REASON, STANDARD EXOME SEQUENCING INITIALLY MISSED THEIR MUTATIONS, HIGHLIGHTING THE TECHNIQUE'S DIAGNOSTIC LIMITATIONS IN SOME RARE CASES. THESE FINDINGS WERE PUBLISHED IN THE "AMERICAN JOURNAL OF HUMAN GENETICS." | |
| PROCESS USED BY MANAGEMENT AND/OR GOVERNING BODY TO REVIEW FORM 990 | FORM 990, PART VI, LINE 11B | THE 990 IS PREPARED BY THE FINANCE DEPARTMENT. IT IS REVIEWED BY THE INSTITUTE'S TAX ADVISORS, SELECTED MEMBERS OF MANAGEMENT INCLUDING THE EXECUTIVE VICE PRESIDENT/CHIEF FINANCIAL OFFICER AND CHIEF ADMINISTRATIVE OFFICER, AND THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES AND PROVIDED TO MEMBERS OF THE BOARD PRIOR TO FILING. |
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| PROCESS USED TO DETERMINE COMPENSATION | FORM 990, PART VI, LINES 15A AND 15B | THERE WERE NO SALARY INCREASES DURING THE YEAR ENDED 6/30/13. THEREFORE THE PROCESS USED TO DETERMINE COMPENSATION WAS NOT COMPLETED DURING THE YEAR. THE FOLLOWING DESCRIPTION DESCRIBES THE PROCESS COMPLETED WHEN SALARIES WERE ADJUSTED LAST. COMPENSATION FOR THE CEO, THE PRESIDENT, THE EXECUTIVE VICE PRESIDENT/ CHIEF FINANCIAL OFFICER/ CHIEF ADMINISTRATIVE OFFICER, AND OTHER KEY EMPLOYEES IS ESTABLISHED ACCORDING TO INSTITUTE POLICIES WHICH ARE DESIGNED TO MEET THE IRS STANDARD FOR "REBUTTABLE PRESUMPTION OF REASONABLENESS". THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES, CONSISTING OF THREE INDEPENDENT TRUSTEES , REVIEWS COMPARABILITY DATA PROVIDED BY AN INDEPENDENT EXTERNAL CONSULTANT THAT INCORPORATES AND EVALUATES INSTITUTE DATA AND THAT OF COMPARABLE ORGANIZATIONS AND MARKETS FROM WHICH THE INSTITUTE DRAWS ITS EXECUTIVE TALENT . UTILIZING THIS STUDY WHICH INCLUDES THE CONSULTANT'S OPINION ON THE "REASONABLENESS" OF THE PROPOSED COMPENSATION, THE COMPENSATION COMMITTEE, WHICH TYPICALLY SEEKS TO ESTABLISH COMPENSATION BETWEEN THE 50TH AND THE 75TH PERCENTILE OF THE COMPARABILITY DATA, MAKES A DETERMINATION WHETHER THE PROPOSED COMPENSATION IS REASONABLE. IF THE PROPOSAL IS DEEMED TO BE REASONABLE, THE COMPENSATION COMMITTEE CONTEMPORANEOUSLY AND ADEQUATELY DOCUMENTS THE BASIS FOR ITS DETERMINATION AND THEN MAKES A RECOMMENDATION TO THE EXECUTIVE COMMITTEE. IF THE PROPOSAL IS DEEMED REASONABLE BY THE EXECUTIVE COMMITTEE, THE COMPENSATION COMMITTEE PRESENTS ITS FINDINGS AND RECOMMENDATIONS TO THE BOARD OF TRUSTEES IN EXECUTIVE SESSION. IF APPROVED BY THE BOARD OF TRUSTEES, THE PROPOSAL IS THEN IMPLEMENTED AND SUCH DOCUMENTATION IS KEPT IN THE WRITTEN OR ELECTRONIC RECORDS OF THE BOARD OF TRUSTEES. |
| AVAIL OF GOV DOCS, CONFLICT OF INTEREST POLICY & FIN STMTS TO GEN PUBLIC | FORM 990, PART VI, Line 19 | DOCUMENTS ARE AVAILABLE UPON REQUEST. |
| OTHER CHANGES IN NET ASSETS OR FUND BALANCES | FORM 990, PART XI, LINE 5 | UNREALIZED GAIN (LOSS) ON INTEREST RATE SWAP: $1,306,042 ROUNDING: $ 312 ----------- $1,306,354 |