PACIFIC NORTHWEST RESEARCH INSTITUTE: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- PACIFIC NORTHWEST RESEARCH INSTITUTE (EIN 91-0667886)
- Tax period
- 2012-10-01 to 2013-09-30
- Filed
- 2014-08-15
- IRS object ID
- 201422279349303552
- Schema version
- 2012v2.1
- 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 D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-08-15T13:27:12-05:00 | Timestamp |
| Tax Period End Date | 2013-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 911194016 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARK NUBER PS | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10900 NE 4TH STREET SUITE 1700 | AddressLine1 |
| City | BELLEVUE | City |
| State | WA | State |
| ZIP Code | 98004 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 910667886 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PACIFIC NORTHWEST RESEARCH INSTITUTE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PACI | NameControl |
| Phone | 2067261200 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 720 BROADWAY | AddressLine1 |
| City | SEATTLE | City |
| State | WA | State |
| ZIP Code | 98122 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ERIK IVERSON | Name |
| Title | BOARD PRESIDENT | Title |
| Phone | 2067261200 | Phone |
| Date Signed | 2014-08-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MEGAN RYAN | Name |
| PTIN | P00737884 | PTIN |
| Phone | 4254544919 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PACIFIC NW DIABETES RESEARCH INST | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | ERIK IVERSON | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 720 BROADWAY | AddressLine1 |
| City | SEATTLE | City |
| State | WA | State |
| ZIP Code | 98122 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 11570810 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.PNRI.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1956 | YearFormation |
| State Legal Domicile | WA | StateLegalDomicile |
| Activity Or Mission Description | TO CONDUCT RESEARCH THAT LEADS TO IMPROVED TREATMENT METHODS, PREVENTION AND CURE OF DIABETES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 16 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 16 | NbrIndependentVotingMembers |
| Total Nbr Employees | 111 | TotalNbrEmployees |
| Total Nbr Volunteers | 104 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 5575049 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 7234542 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 34476 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 19581 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 227256 | InvestmentIncomePriorYear |
| Investment Income Current Year | 193311 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 222913 | OtherRevenuePriorYear |
| Other Revenue Current Year | 149631 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 6059694 | TotalRevenuePriorYear |
| Total Revenue Current Year | 7597065 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 2428 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 241699 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 3668098 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 4627675 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 6810 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 217184 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1886041 | OtherExpensePriorYear |
| Other Expenses Current Year | 2607730 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 5563377 | TotalExpensesPriorYear |
| Total Expenses Current Year | 7477104 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 496317 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 119961 | RevenuesLessExpensesCY |
| Total Assets BOY | 20319396 | TotalAssetsBOY |
| Total Assets EOY | 20571410 | TotalAssetsEOY |
| Total Liabilities BOY | 1385413 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1202241 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 18933983 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 19369169 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | PNDRI'S MISSION IS TO IMPROVE THE HEALTH OF ALL PEOPLE LIVING WITH, OR AT RISK OF DEVELOPING, DIABETES BY CONDUCTING RESEARCH THAT RESULTS IN NOVEL APPROACHES FOR THE PREVENTION, DIAGNOSIS AND TREATMENT OF DIABETES AND ASSOCIATED CONDITIONS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 2212915 | Expense |
| Revenue | 9828 | Revenue |
| Description | PNDRI CONDUCTS BASIC AND CLINICAL RESEARCH STUDIES RELATED TO THE PREVENTION, DIAGNOSIS AND TREATMENT OF DIABETES AND ITS COMPLICATIONS. THE INSTITUTE HAS DEMONSTRATED THE TECHNICAL FEASIBILITY OF NEWBORN GENETIC SCREENING FOR TYPE 1 DIABETES ON A POPULATION BASIS IN WASHINGTON STATE. THE NEWBORN DIABETES SCREENING PROGRAM IDENTIFIES NEWBORNS AT HIGH RISK FOR DEVELOPING TYPE 1 DIABETES USING A PROPRIETARY GENETIC SCREENING TEST. HIGH RISK CHILDREN ARE ELIGIBLE TO ENROLL IN A PROGRAM THAT PROVIDES FOLLOW-UP TESTING AND EDUCATION ABOUT DIABETES. THE PROGRAM HAS HELPED FAMILIES RECOGNIZE THE SIGNS OF DIABETES, WHICH ALLOWS EARLY DIAGNOSIS AND AVOIDANCE OF PROLONGED HOSPITAL STAYS AND, IN SOME CASES, DEATH ASSOCIATED WITH SUDDEN ONSET OF SYMPTOMS. THUS THE PROGRAM HAS SIGNIFICANTLY REDUCED ASSOCIATED MEDICAL CARE COSTS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 3479751 | Expense |
| Grants | 241699 | Grants |
| Revenue | 9753 | Revenue |
| Description | IN 2012, PNDRI HIRED TWO INTERNATIONALLY RECOGNIZED SCIENTISTS, ADDING EXPERTISE IN GENETICS, EPIGENETICS, COMPUTATIONAL BIOLOGY AND ANIMAL MODELS. THE TWO SCIENTISTS BROUGHT WITH THEM FULLY EQUIPPED AND STAFFED LABORATORIES INVOLVED IN SEVEN UNIQUE RESEARCH PROGRAMS. THEY ALSO BROUGHT 14 EXISTING RESEARCH COLLABORATIONS WITH ACADEMIC AND RESEARCH INSTITUTES. THE NEW SCIENTIFIC APPROACHES AND METHODOLOGIES COMPLEMENT THE EXISTING EXPERTISE IN DIABETES, ALLOWING PNDRI TO PUT A GREATER RESEARCH EFFORT ON POTENTIAL WAYS OF DISEASE PREVENTION. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 396324 | Expense |
| Description | PNDRI CONDUCTS RESEARCH INTO NOVEL TREATMENTS FOR THE MANAGEMENT OF TYPE 2 DIABETES. A CLINICAL TRIAL IS ONGOING EXAMINING THE EFFICACY OF A POTENT ANTI-OXIDANT, N-ACETYL CYSTEINE, AS A TREATMENT FOR PATIENTS WITH TYPE 2 DIABETES. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 6088990 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 1 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 22 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 111 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 16 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 16 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRYON EPP | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2067261220 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 720 BROADWAY | AddressLine1 |
| City | SEATTLE | City |
| State | WA | State |
| ZIP Code | 98122 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (20 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee |
|---|---|---|---|---|---|---|---|
| DOUG SHAW | |||||||
| BOARD PRESIDENT | 10.00 | X | X | 0 | 0 | 0 | |
| ARDYTHE JOHNSON | |||||||
| BOARD VICE CHAIR | 8.00 | X | X | 0 | 0 | 0 | |
| KARL L ASCHENBACH | |||||||
| TREASURER | 8.00 | X | X | 0 | 0 | 0 | |
| DAN CALDWELL | |||||||
| SECRETARY | 8.00 | X | X | 0 | 0 | 0 | |
| CARL E BYRNES | |||||||
| TRUSTEE | 4.00 | X | 0 | 0 | 0 | ||
| HOWARD FRUMKIN MD | |||||||
| TRUSTEE | 4.00 | X | 0 | 0 | 0 | ||
| JUANITA M GARRISON | |||||||
| TRUSTEE | 4.00 | X | 0 | 0 | 0 | ||
| CAROL L HEIMKES | |||||||
| TRUSTEE | 4.00 | X | 0 | 0 | 0 | ||
| ERIC IVERSON | |||||||
| TRUSTEE | 4.00 | X | 0 | 0 | 0 | ||
| LYNN KERN | |||||||
| TRUSTEE | 4.00 | X | 0 | 0 | 0 | ||
| ANN HEYLMAN MARTIN | |||||||
| TRUSTEE | 4.00 | X | 0 | 0 | 0 | ||
| STEPHAN MARTINEZ | |||||||
| TRUSTEE | 4.00 | X | 0 | 0 | 0 | ||
| LINDA MAUZY | |||||||
| TRUSTEE | 4.00 | X | 0 | 0 | 0 | ||
| JAMES M NORMAN | |||||||
| TRUSTEE | 4.00 | X | 0 | 0 | 0 | ||
| RICHARD OMATA | |||||||
| TRUSTEE | 4.00 | X | 0 | 0 | 0 | ||
| BROCK REED | |||||||
| TRUSTEE | 4.00 | X | 0 | 0 | 0 | ||
| BRYON M EPP | |||||||
| CFO | 40.00 | X | 106120 | 0 | 19831 | ||
| JOHN WECKER | |||||||
| CEO | 40.00 | X | 160991 | 0 | 13584 | ||
| R PAUL ROBERTSON MD | |||||||
| PRINCIPAL SCIENTIST | 40.00 | 184393 | 0 | 15616 | X | ||
| WILLIAM HAGOPIAN MD | |||||||
| PRINCIPAL SCIENTIST | 40.00 | 169444 | 0 | 22859 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 620948 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 71890 | TotalOtherCompensation |
| Number Individuals GT100 K | 4 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 158186 | FundraisingEvents |
| Government Grants | 4488882 | GovernmentGrants |
| All Other Contributions | 2587474 | AllOtherContributions |
| Noncash Contributions | 87293 | NoncashContributions |
| Total Contributions | 7234542 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| ANALYTICAL FEES | 900099 | 9828 | 9828 |
| VIVARIUM FEES | 541700 | 9753 | 9753 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 19581 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 196452 | TotalRevenueColumn |
| Exclusion | $196,452 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 256153 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 33700 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 222453 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 222453 | TotalRevenueColumn |
| Exclusion | $222,453 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3756671 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3759812 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -3141 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -3141 | TotalRevenueColumn |
| Exclusion | -$3,141 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 90767 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 158186 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 180233 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -89466 | TotalRevenueColumn |
| Exclusion | -$89,466 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | HONORARIUMS | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 16522 | TotalRevenueColumn |
| Exclusion | $16,522 | ExclusionAmount |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 122 | TotalRevenueColumn |
| Exclusion | $122 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 16644 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7597065 | TotalRevenueColumn |
| Related Or Exempt Function Income | 19581 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $342,942 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 187699 | Total |
| Program Services | 187699 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 54000 | Total |
| Program Services | 54000 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 715565 | Total |
| Program Services | 333867 | ProgramServices |
| Management And General | 343965 | ManagementAndGeneral |
| Fundraising | 37733 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3144742 | Total |
| Program Services | 2878598 | ProgramServices |
| Management And General | 190925 | ManagementAndGeneral |
| Fundraising | 75219 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 46761 | Total |
| Program Services | 39982 | ProgramServices |
| Management And General | 5713 | ManagementAndGeneral |
| Fundraising | 1066 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 449253 | Total |
| Program Services | 414695 | ProgramServices |
| Management And General | 22585 | ManagementAndGeneral |
| Fundraising | 11973 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 271354 | Total |
| Program Services | 254059 | ProgramServices |
| Management And General | 11587 | ManagementAndGeneral |
| Fundraising | 5708 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29843 | Total |
| Program Services | 17843 | ProgramServices |
| Management And General | 12000 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 49605 | Total |
| Management And General | 49605 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18501 | Total |
| Management And General | 18501 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 422438 | Total |
| Program Services | 18298 | ProgramServices |
| Management And General | 348158 | ManagementAndGeneral |
| Fundraising | 55982 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 134197 | Total |
| Program Services | 104868 | ProgramServices |
| Management And General | 18098 | ManagementAndGeneral |
| Fundraising | 11231 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23572 | Total |
| Program Services | 22254 | ProgramServices |
| Management And General | 1296 | ManagementAndGeneral |
| Fundraising | 22 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 354793 | Total |
| Program Services | 332513 | ProgramServices |
| Management And General | 18534 | ManagementAndGeneral |
| Fundraising | 3746 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 88742 | Total |
| Program Services | 84156 | ProgramServices |
| Management And General | 2878 | ManagementAndGeneral |
| Fundraising | 1708 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 90498 | Total |
| Program Services | 27278 | ProgramServices |
| Management And General | 56201 | ManagementAndGeneral |
| Fundraising | 7019 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18312 | Total |
| Program Services | 17188 | ProgramServices |
| Management And General | 935 | ManagementAndGeneral |
| Fundraising | 189 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 398490 | Total |
| Program Services | 374042 | ProgramServices |
| Management And General | 20337 | ManagementAndGeneral |
| Fundraising | 4111 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37838 | Total |
| Program Services | 35722 | ProgramServices |
| Management And General | 1760 | ManagementAndGeneral |
| Fundraising | 356 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| SUPPLIES | 590679 | 590679 | ||
| LAB SERVICES | 103856 | 103856 | ||
| PATIENT COSTS | 101284 | 101284 | ||
| EQUIPMENT COSTS | 80647 | 71847 | 7679 | 1121 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 64435 | Total |
| Program Services | 24262 | ProgramServices |
| Management And General | 40173 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7477104 | Total |
| Program Services | 6088990 | ProgramServices |
| Management And General | 1170930 | ManagementAndGeneral |
| Fundraising | 217184 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1134992 | BOY |
| EOY | 1024653 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2682843 | BOY |
| EOY | 2088669 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 650071 | BOY |
| EOY | 1291854 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43597 | BOY |
| EOY | 30611 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 143075 | BOY |
| EOY | 121031 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 12274955 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 6867782 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5539447 | BOY |
| EOY | 5407173 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6688998 | BOY |
| EOY | 6993906 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3436373 | BOY |
| EOY | 3613513 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20319396 | BOY |
| EOY | 20571410 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 517110 | BOY |
| EOY | 748468 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 226406 | BOY |
| EOY | 142182 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 510000 | BOY |
| EOY | 265000 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 102981 | BOY |
| EOY | 34999 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28916 | BOY |
| EOY | 11592 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1385413 | BOY |
| EOY | 1202241 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15394743 | BOY |
| EOY | 15646170 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45761 | BOY |
| EOY | 41740 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3493479 | BOY |
| EOY | 3681259 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18933983 | BOY |
| EOY | 19369169 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20319396 | BOY |
| EOY | 20571410 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 119961 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 127631 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 187594 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6078695 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5997632 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 10627544 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5575049 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7234542 | CurrentTaxYear |
| Total | 35513462 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 25400 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 50928 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 40625 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 34476 | CurrentTaxYearMinus1Year |
| Current Tax Year | 19581 | CurrentTaxYear |
| Total | 171010 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6104095 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6048560 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 10668169 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5609525 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7254123 | CurrentTaxYear |
| Total | 35684472 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 33686 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 83415 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 76029 | CurrentTaxYearMinus1Year |
| Current Tax Year | 47080 | CurrentTaxYear |
| Total | 240210 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 33686 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 83415 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 76029 | CurrentTaxYearMinus1Year |
| Current Tax Year | 47080 | CurrentTaxYear |
| Total | 240210 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 35444262 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 221786 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 277456 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 414066 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 480240 | CurrentTaxYearMinus1Year |
| Current Tax Year | 469127 | CurrentTaxYear |
| Total | 1862675 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 221786 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 277456 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 414066 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 480240 | CurrentTaxYearMinus1Year |
| Current Tax Year | 469127 | CurrentTaxYear |
| Total | 1862675 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 10 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 908 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 450 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 512 | CurrentTaxYearMinus1Year |
| Current Tax Year | 122 | CurrentTaxYear |
| Total | 2002 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6325891 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6326924 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 11082685 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6090277 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7723372 | CurrentTaxYear |
| Total | 37549149 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.94390 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.95020 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.04960 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.04440 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
| General Explanation | SCHEDULE A, PART II, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2008 AMOUNT: $ 10. 2009 AMOUNT: $ 908. 2010 AMOUNT: $ 450. 2011 AMOUNT: $ 512. 2012 AMOUNT: $ 122. | GeneralExplanation |
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 D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 75000 | BeginningOfYearBalance |
| End Of Year Balance | 75000 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 75000 | BeginningOfYearBalance |
| End Of Year Balance | 75000 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 75000 | BeginningOfYearBalance |
| End Of Year Balance | 75000 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2627730 | BeginningOfYearBalance |
| Other Expenditures | 2552730 | OtherExpenditures |
| End Of Year Balance | 75000 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2591108 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 36622 | InvestmentEarningsOrLosses |
| End Of Year Balance | 2627730 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 823359 | OtherCostOrOtherBasis |
| Book Value | 823359 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 9278930 | OtherCostOrOtherBasis |
| Depreciation | 5476650 | Depreciation |
| Book Value | 3802280 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2172666 | OtherCostOrOtherBasis |
| Depreciation | 1391132 | Depreciation |
| Book Value | 781534 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 5407173 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (3 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| SPLIT INTEREST AGREEMENTS | 1939 |
| PERPETUAL TRUST | 3606259 |
| INTEREST RECEIVABLE | 5315 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 3613513 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ANNUITY OBLIGATION | Description |
| Amount | $11,592 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 11592 | TotalOfAmounts |
| Tot Revenue Etc Audited Fincl Stmt | 8030949 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 127631 | NetUnrealizedGainsInvestments |
| Other Revenues | 169093 | OtherRevenues |
| Revenue Not Rptd F990 | 296724 | RevenueNotRptdF990 |
| Revenue Subtotal | 7734225 | RevenueSubtotal |
| Other Revenues Not Included | -137160 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -137160 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 7597065 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 7595763 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 137160 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 137160 | ExpensesNotRptdF990 |
| Expenses Subtotal | 7458603 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 18501 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 18501 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 7477104 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE ORGANIZATION'S ENDOWMENT FUNDS ARE DESIGNATED FOR USE AS OPERATING RESERVES AND SCIENTIST RECRUITMENT. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -186. GAIN ON PERPETUAL TRUST 187,780. INVESTMENT EXPENSES -18,501. | |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSE NETTED AGAINST SPECIAL EVENT REVENUE -103,460. RENTAL EXPENSE NETTED AGAINST RENTAL REVENUE -33,700. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSE NETTED AGAINST SPECIAL EVENT REVENUE 103,460. RENTAL EXPENSE NETTED AGAINST RENTAL REVENUE 33,700. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 1 | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | NORTH AMERICA | Region |
| Number Of Offices | 0 | NumberOfOffices |
| Number Of Employees | 0 | NumberOfEmployees |
| Type Of Activities Conducted | GRANTMAKING | TypeOfActivitiesConducted |
| Specific Services Provided | N/A | SpecificServicesProvided |
| Total Expenditures | 54000 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 54000 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 54000 | TotalAmountSpent |
Grants To Orgs Outside US GrantsToOrgsOutsideUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | NORTH AMERICA | Region |
| Purpose Of Grant | SUB-AWARDS | PurposeOfGrant |
| Amount Of Cash Grant | 54000 | AmountOfCashGrant |
| Manner Of Cash Disbursement | CASH | MannerOfCashDisbursement |
| Amount Of Non Cash Assistance | 0 | AmountOfNonCashAssistance |
| Description Of Non Cash Assistance | N/A | DescriptionOfNonCashAssistance |
| Method Of Valuation | N/A | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of501c3 Orgs | 1 | TotalNumberOf501c3Orgs |
| Total Number Of Other Orgs | 0 | TotalNumberOfOtherOrgs |
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | WINE EVENT | NameOfEvent1 |
| Gross Receipts Event1 | 248953 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 158186 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 90767 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 11429 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 48935 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 7000 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 112869 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 248953 | GrossReceiptsTotal |
| Charitable Contributions Total | 158186 | CharitableContributionsTotal |
| Gross Revenue Total Events | 90767 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 11429 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 48935 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 7000 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 112869 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 180233 | DirectExpenseSummaryEvents |
| Net Income Summary | -89466 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|---|---|---|
| CASE WESTERN RESERVE UNIVERSITY | ||||||||||
| 10900 EUCLID AVENUE | CLEVELAND | OH | 44106 | 341018992 | UNIVERSITY | 159917 | 0 | N/A | N/A | SUB-AWARDS |
| VANDERBILT UNIVERSITY | ||||||||||
| 2201 WEST END AVENUE | NASHVILLE | TN | 37235 | 620476822 | UNIVERSITY | 27782 | 0 | N/A | N/A | SUB-AWARDS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 2 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: THE ORGANIZATION HAS A FORMAL SUB CONTRACT WITH THE AGENCY AND PERFORMS ANNUAL MONITORING INCLUDING REVIEW OF THE AGENCY'S A-133 AUDIT. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | X | IndependentConsultant |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 1 | InitialContractException |
| Rebuttable Presumption Procedure | 1 | RebuttablePresumptionProcedure |
Form990 Schedule J Part II Form990ScheduleJPartII (3 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 WECKER | ||||||||||||||
| CEO | 160991 | 0 | 0 | 0 | 0 | 0 | 3438 | 0 | 10146 | 0 | 174575 | 0 | 0 | 0 |
| R PAUL ROBERTSON MD | ||||||||||||||
| PRINCIPAL SCIENTIST | 184393 | 0 | 0 | 0 | 0 | 0 | 3131 | 0 | 12485 | 0 | 200009 | 0 | 0 | 0 |
| WILLIAM HAGOPIAN MD | ||||||||||||||
| PRINCIPAL SCIENTIST | 169444 | 0 | 0 | 0 | 0 | 0 | 5343 | 0 | 17516 | 0 | 192303 | 0 | 0 | 0 |
Schedule M IRS990ScheduleM
Other Non Cash Contributions Table OtherNonCashContributionsTable (2 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | AUCTION ITEMS | 161 | 76773 | FAIR MARKET VALUE |
| X | SOFTWARE | 1 | 10520 | FAIR MARKET VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | METHOD FOR DETERMINING NUMBER OF CONTRIBUTIONS: | Identifier |
| Return Reference | PART I, COLUMN (B): | ReturnReference |
| Explanation | THE AMOUNTS IN PART I, COLUMN B ARE BASED ON THE NUMBER OF CONTRIBUTIONS RECEIVED. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART I, LINE 6 | VOLUNTEERS PROVIDE SUPPORT FOR DIABETES RESEARCH CONDUCTED IN LABS, ADMINISTRATION AND GOVERNANCE SERVICES, AND SUPPORT FOR FUNDRAISING ACTIVITIES. 16 VOLUNTEERS SERVE AS BOARD MEMBERS AT VARIOUS TIMES DURING THE YEAR. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS REVIEWED BY THE AUDIT COMMITTEE WITH HIGHLIGHTS DISCUSSED AT THE BOARD MEETING. COPIES OF THE 990 WILL BE SENT ELECTRONICALLY TO THE ENTIRE BOARD BEFORE FILING WITH THE IRS. | |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY, PER INSTITUTE CONFLICT OF INTEREST POLICY THE FINANCE & AUDIT COMMITTEE SUBMITS A BOARD QUESTIONNAIRE TO ALL TRUSTEES AND KEY STAFF. ALL RESPONSES ARE GATHERED AND REVIEWED BY THE COMMITTEE CHAIR AND THE CFO. THE RESULTS ARE DISCUSSED AT THE FINANCE & AUDIT COMMITTEE MEETING. THE COMMITTEE CHAIR THEN PRESENTS THE RESULTS TO THE FULL BOARD AND ACTION IS TAKEN AS NEEDED. IF A POTENTIAL CONFLICT OF INTEREST AROSE DURING THE YEAR, THE BOARD MEMEBER WOULD CONTACT OUR COMMITTTEE CHAIR AND DISCLOSE THE MATTER AND BOARD REVIEW AND ACTION WOULD BE TAKEN AT THE NEXT MEETING TO ALERT ALL MEMBERS. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE CEO, CFO, AND KEY EMPLOYEES HAVE THEIR INITIAL SALARY AND ANY NON-COST OF LIVING ADJUSTMENT INCREASES DOCUMENTED BY A SALARY SURVEY PROCESS CONDUCTED BY OUR INDEPENDENT HUMAN RESOURCES CONSULTING FIRM. IN ADDITION THE CEO CONTRACT IS APPROVED BY BOARD EXECUTIVE COMMITTEE. | |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. | |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -186. GAIN ON PERPETUAL TRUST 187,780. | CHANGES IN NET ASSETS OR FUND BALANCES: |