SCRIPPS RESEARCH INSTITUTE: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- SCRIPPS RESEARCH INSTITUTE (EIN 33-0435954)
- Tax period
- 2012-10-01 to 2013-09-30
- Filed
- 2014-08-14
- IRS object ID
- 201442269349301819
- 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 C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-08-14T10:56:46-05:00 | Timestamp |
| Tax Period End Date | 2013-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 861065772 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 655 WEST BROADWAY SUITE 700 | AddressLine1 |
| City | SAN DIEGO | City |
| State | CA | State |
| ZIP Code | 921018590 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330435954 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SCRIPPS RESEARCH INSTITUTE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SCRI | NameControl |
| Phone | 8587841000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10550 NORTH TORREY PINES ROAD | AddressLine1 |
| City | LA JOLLA | City |
| State | CA | State |
| ZIP Code | 92037 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DONNA WESTON | Name |
| Title | SENIOR VP, CFO | Title |
| Phone | 8587841000 | Phone |
| Date Signed | 2014-08-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DIANA J MCCUTCHEN | Name |
| PTIN | P00545657 | PTIN |
| Phone | 6192326500 | 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 | MICHAEL MARLETTA PHD | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10550 NORTH TORREY PINES ROAD | AddressLine1 |
| City | LA JOLLA | City |
| State | CA | State |
| ZIP Code | 92037 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 421996322 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.SCRIPPS.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1924 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | TSRI CONDUCTS BIOMEDICAL AND BIOCHEMICAL RESEARCH AND POSTGRADUATE TRAINING PROGRAMS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 22 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 21 | NbrIndependentVotingMembers |
| Total Nbr Employees | 2846 | TotalNbrEmployees |
| Total Nbr Volunteers | 45 | TotalNbrVolunteers |
| Total Gross UBI | -576003 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -624257 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 375025082 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 334268986 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 5315745 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 4768760 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 15493331 | InvestmentIncomePriorYear |
| Investment Income Current Year | 18149216 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 22410634 | OtherRevenuePriorYear |
| Other Revenue Current Year | 8660622 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 418244792 | TotalRevenuePriorYear |
| Total Revenue Current Year | 365847584 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 6690799 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 6890395 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 202806421 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 171810363 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 135151 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 174309 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 2928391 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 200198805 | OtherExpensePriorYear |
| Other Expenses Current Year | 200090850 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 409831176 | TotalExpensesPriorYear |
| Total Expenses Current Year | 378965917 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 8413616 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -13118333 | RevenuesLessExpensesCY |
| Total Assets BOY | 913484033 | TotalAssetsBOY |
| Total Assets EOY | 883112215 | TotalAssetsEOY |
| Total Liabilities BOY | 185939234 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 155638584 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 727544799 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 727473631 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE SCRIPPS RESEARCH INSTITUTE ("TSRI") PERFORMS HIGH IMPACT BASIC BIOMEDICAL RESEARCH, IMPROVES THE HUMAN CONDITION BY FOSTERING TRANSLATION OF ITS DISCOVERIES INTO USEFUL PRODUCTS AND ENGAGES IN THE HIGHEST QUALITY GRADUATE SCIENTIFIC EDUCATION AND POST GRADUATE SCIENTIFIC TRAINING. TSRI IS KNOWN FOR ITS ENTREPRENEURIAL ENVIRONMENT AND ITS EMPHASIS IN RESEARCH RELATING TO SYNTHETIC CHEMISTRY, THE RELATIONSHIP BETWEEN MOLECULAR STRUCTURE AND ACTIVITY AND CHEMICAL BIOLOGY. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 334994557 | Expense |
| Revenue | 4768760 | Revenue |
| Description | RESEARCH IS CONDUCTED IN LA JOLLA, CALIFORNIA AND JUPITER, FLORIDA WITH GRANTS, CONTRACTS AND FELLOWSHIPS THAT ARE RECEIVED FROM PUBLIC AND PRIVATE INSTITUTIONS AND INDIVIDUALS. THESE AWARDS FUND BIOMEDICAL RESEARCH AND THE DEVELOPMENT OF ANSWERS TO FUNDAMENTAL AND IMPORTANT QUESTIONS. WE BELIEVE THAT THE PURSUIT OF BASIC KNOWLEDGE IN CHEMISTRY AND BIOLOGY WILL INEVITABLY LEAD TO BENEFICIAL RESULTS APPLICABLE TO THE HUMAN CONDITION AND TREATMENT OF DISEASE. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 22553185 | Expense |
| Grants | 6890395 | Grants |
| Description | TSRI RECOGNIZES THAT A ROBUST EDUCATION PROGRAM IS KEY TO THE SUCCESS OF ITS LABORATORY-BASED INVESTIGATIONS, AND OFFERS BOTH GRADUATE AND POST-GRADUATE EDUCATION PROGRAMS. POST-DOCTORAL EDUCATION PROGRAMS INCLUDE FELLOWSHIPS FOR FOCUSED AND SUPERVISED TRAINING ON PROBLEMS THAT WILL BECOME CENTRAL TO SUBSEQUENT INVESTIGATIONS AS THESE YOUNG SCIENTISTS BEGIN THEIR SCIENTIFIC CAREERS. TSRI'S GRADUATE PROGRAM SEEKS TO CREATE AN INDIVIDUALIZED CURRICULUM FOR STUDENTS STUDYING AT THE INTERFACE OF BIOLOGY AND CHEMISTRY - AREAS OF SCIENTIFIC INQUIRY FOR WHICH THE SCRIPPS RESEARCH INSTITUTE HAS EARNED ITS REPUTATION FOR EXCELLENCE. COURSES CAN BE CHOSEN FOR EITHER FOCUSED OR INTERDISCIPLINARY STUDIES. OPPORTUNITIES TO CRAFT A RESEARCH PROJECT AND AREA OF STUDY THAT ENCOMPASSES SEVERAL LABORATORIES OUTSIDE OF THE STUDENT'S MENTOR ARE NOT ONLY AVAILABLE BUT ENCOURAGED. ACCOMMODATIONS ARE MADE TO SUIT THE STUDENT'S SENSIBILITIES AND OBSTACLES ARE ROUTINELY OVERCOME TO KEEP THE BEST INTERESTS OF THE STUDENTS AT THE FOREFRONT OF THE PROGRAM. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 357547742 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | 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 | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | 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 | 1 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 1 | 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 | 1 | 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 | 243 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 2846 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| 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 | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 0 | NumberOf8282Filed |
| 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 | 22 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 21 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | 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 | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | 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 | PA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DONNA WESTON | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8587848300 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3301 NORTH TORREY PINES COURT | AddressLine1 |
| City | LA JOLLA | City |
| State | CA | State |
| ZIP Code | 92037 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (33 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| MICHAEL A MARLETTA | ||||||||
| PRESIDENT | 40.00 | X | X | 813347 | 0 | 62994 | ||
| MARSHALL M CRISER III | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JOHN DAVIS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| THOMAS E DEWEY JR | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ALEXANDER W DREYFOOS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| RICHARD J ELKUS JR | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| PETER C FARRELL PHD DSC | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| DENNIS M FENTON PHD | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| MARJORIE FINK | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| RICHARD A GEPHARDT | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| THOMAS H INSLEY | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| AMIN KHOURY | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JAMES E LABELLE MD | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| CLAUDIA S LUTTRELL | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ALAN C MENDELSON | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| WILLIAM H MOLLOIE | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| MARK PEARSON | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| BERNARD SAINT-DONAT | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| LYNN SCHENK | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| MARK S SKAGGS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| RICHARD SLOANE | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| HORACIO VALEIRAS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| DOUGLAS BINGHAM | ||||||||
| EXEC. VP, COO, SECRETARY | 40.00 | X | 576008 | 0 | 67448 | |||
| DONNA WESTON | ||||||||
| SR. VP, CFO, TREASURER | 40.00 | X | 368990 | 0 | 61816 | |||
| THOMAS NORTHRUP | ||||||||
| CHF BUS. CNSL, ASST. SEC | 40.00 | X | 256160 | 0 | 53252 | |||
| PETER VOGT | ||||||||
| EXEC VP & CHIEF SCIENCE OFF | 40.00 | 315926 | 0 | 62255 | X | |||
| CARY THOMAS | ||||||||
| SR. VP. | 40.00 | 361450 | 0 | 65910 | X | |||
| KAYE WYNNE | ||||||||
| VP. OSP | 40.00 | 291316 | 0 | 63872 | X | |||
| RICHARD A LERNER | ||||||||
| INSTITUTE PROFESSOR | 40.00 | 614702 | 0 | 62652 | X | |||
| GERALD F JOYCE | ||||||||
| DEAN OF FACULTY | 40.00 | 418462 | 0 | 67125 | X | |||
| JULIUS REBEK JR | ||||||||
| SKAGGS INSTITUTE DIRECTOR | 40.00 | 416293 | 0 | 72954 | X | |||
| GERALD M EDELMAN | ||||||||
| CHAIRMAN | 40.00 | 426550 | 0 | 68179 | X | |||
| WILLIAM R ROUSH | ||||||||
| PROFESSOR | 40.00 | 415953 | 0 | 64673 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 5275157 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 773130 | TotalOtherCompensation |
| Number Individuals GT100 K | 289 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| OLSON & CEPURITIS LTD | |||||
| 20 NORTH WACKER DRIVE 36TH FLOOR | CHICAGO | IL | 60606 | LAWYER | 1041829 |
| QUINE INTELLECTUAL | |||||
| 2033 CLEMENT AVENUE | ALEMEDA | CA | 94501 | LAWYER | 740131 |
| KOA HILLS CONSULTING | |||||
| 64-5274 PUU WANEA ST | KAMUELA | HI | 96743 | CONSULTANTS | 537735 |
| DELOITTE & TOUCHE LLP | |||||
| 655 W BROADWAY SUITE 700 | SAN DIEGO | CA | 921018590 | AUDIT & TAX | 423891 |
| SCHWEGMAN LUNDBERG WOESSNER PA | |||||
| 1600 TCF TOWER 121 S 8TH ST | MINNEAPOLIS | MN | 55402 | LAWYER | 379163 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 15 | NumberOfContractorsGT100K |
| Fundraising Events | 429440 | FundraisingEvents |
| Government Grants | 253765150 | GovernmentGrants |
| All Other Contributions | 80074396 | AllOtherContributions |
| Noncash Contributions | 2233919 | NoncashContributions |
| Total Contributions | 334268986 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PATENT OFFICE | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 4768760 | TotalRevenueColumn |
| Related Or Exempt Function Income | 4768760 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 4768760 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 10044602 | TotalRevenueColumn |
| Exclusion | $10,044,602 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7315958 | TotalRevenueColumn |
| Exclusion | $7,315,958 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 666844 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 581672 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 85172 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 85172 | TotalRevenueColumn |
| Exclusion | $85,172 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 54374982 | Securities |
| Other | 9214368 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 53183235 | Securities |
| Other | 2301501 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1191747 | Securities |
| Other | 6912867 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 8104614 | TotalRevenueColumn |
| Exclusion | $8,104,614 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 82330 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 429440 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 82330 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| SHARED SERVICES | 900099 | 1351838 | $1,351,838 | |
| LIBRARY SERVICES - SCRIPPS HEALTH | 900099 | 483657 | $483,657 | |
| K-1 INCOME | 531390 | -576003 | -576003 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 1259492 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 365847584 | TotalRevenueColumn |
| Related Or Exempt Function Income | 4768760 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -576003 | UnrelatedBusinessRevenue |
| Exclusion | $27,385,841 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | X | InfoInScheduleOPartIX |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6510000 | Total |
| Program Services | 6510000 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 380395 | Total |
| Program Services | 380395 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3154679 | Total |
| Program Services | 832056 | ProgramServices |
| Management And General | 2322623 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 141996803 | Total |
| Program Services | 135177498 | ProgramServices |
| Management And General | 5402850 | ManagementAndGeneral |
| Fundraising | 1416455 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9253911 | Total |
| Program Services | 8642585 | ProgramServices |
| Management And General | 536168 | ManagementAndGeneral |
| Fundraising | 75158 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8217653 | Total |
| Program Services | 7809384 | ProgramServices |
| Management And General | 303368 | ManagementAndGeneral |
| Fundraising | 104901 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9187317 | Total |
| Program Services | 8431724 | ProgramServices |
| Management And General | 637592 | ManagementAndGeneral |
| Fundraising | 118001 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12815 | Total |
| Program Services | 126 | ProgramServices |
| Management And General | 12689 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 174309 | Total |
| Fundraising | 174309 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 57006766 | Total |
| Program Services | 50435933 | ProgramServices |
| Management And General | 5899771 | ManagementAndGeneral |
| Fundraising | 671062 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 59050259 | Total |
| Program Services | 58613208 | ProgramServices |
| Management And General | 365874 | ManagementAndGeneral |
| Fundraising | 71177 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25388739 | Total |
| Program Services | 24052637 | ProgramServices |
| Management And General | 1241306 | ManagementAndGeneral |
| Fundraising | 94796 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3519913 | Total |
| Program Services | 3367230 | ProgramServices |
| Management And General | 54742 | ManagementAndGeneral |
| Fundraising | 97941 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2289355 | Total |
| Program Services | 2289355 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34404976 | Total |
| Program Services | 34179135 | ProgramServices |
| Management And General | 205846 | ManagementAndGeneral |
| Fundraising | 19995 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3323508 | Total |
| Program Services | 2283252 | ProgramServices |
| Management And General | 1036291 | ManagementAndGeneral |
| Fundraising | 3965 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| UTILITIES | 13470480 | 13025775 | 391376 | 53329 |
| EQUIPMENT DISPOSALS | 929655 | 929655 | ||
| PUBLICATIONS | 434395 | 329766 | 78341 | 26288 |
| LICENSES AND TAXES | 231565 | 229604 | 947 | 1014 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28424 | Total |
| Program Services | 28424 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 378965917 | Total |
| Program Services | 357547742 | ProgramServices |
| Management And General | 18489784 | ManagementAndGeneral |
| Fundraising | 2928391 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12041699 | BOY |
| EOY | 17618334 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 57489248 | BOY |
| EOY | 55884172 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 400669 | BOY |
| EOY | 152427 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 495192 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3584016 | BOY |
| EOY | 3680055 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 316943 | BOY |
| EOY | 12637 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2931207 | BOY |
| EOY | 3314509 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 723109934 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 363762896 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 372070287 | BOY |
| EOY | 359347038 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 315911245 | BOY |
| EOY | 285455902 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 143516688 | BOY |
| EOY | 151935041 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5222031 | BOY |
| EOY | 5216908 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 913484033 | BOY |
| EOY | 883112215 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 44296795 | BOY |
| EOY | 39940298 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45006769 | BOY |
| EOY | 41373162 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38780000 | BOY |
| EOY | 36714973 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8150000 | BOY |
| EOY | 8150000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 49705670 | BOY |
| EOY | 29460151 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 185939234 | BOY |
| EOY | 155638584 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 452992659 | BOY |
| EOY | 462607572 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 233315315 | BOY |
| EOY | 223046942 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41236825 | BOY |
| EOY | 41819116 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 727544799 | BOY |
| EOY | 727473631 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 913484033 | BOY |
| EOY | 883112215 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -13118333 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 14398992 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | -1351827 | 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) |
|---|---|---|
| Medical Research Org170b1 Aiii | X | MedicalResearchOrg170b1Aiii |
Hospital Name And Address HospitalNameAndAddress
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCRIPPS HEALTH | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| City | LA JOLLA | City |
| State | CA | State |
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) |
|---|---|---|
| Volunteers | 0 | Volunteers |
| Paid Staff Or Management | 0 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 0 | GrantsOtherOrganizations |
| Direct Contact Legislators | 0 | DirectContactLegislators |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 1 | OtherActivities |
| Other Activities | $12,815 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 12815 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF LOBBYING ACTIVITIES: | Identifier |
| Return Reference | PART II-B, LINE 1: | ReturnReference |
| Explanation | TSRI PAYS ANNUAL DUES TO THE ASSOCIATION OF INDEPENDENT RESEARCH INSTITUTES, CALIFORNIA HEALTHCARE INSTITUTE (CHI), THE CALIFORNIA ASSOCIATION OF CERTIFIED PUBLIC ACCOUNTANTS AND THE FLORIDA RESEARCH CONSORTIUM, A PORTION OF WHICH IS USED FROM LOBBYING ACTIVITIES. | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Balance | 0 | BeginningBalance |
| Ending Balance | 0 | EndingBalance |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 63414527 | BeginningOfYearBalance |
| Contributions | 252501 | Contributions |
| Investment Earnings Or Losses | 2154224 | InvestmentEarningsOrLosses |
| Other Expenditures | 672103 | OtherExpenditures |
| End Of Year Balance | 65149149 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 60599628 | BeginningOfYearBalance |
| Contributions | 370091 | Contributions |
| Investment Earnings Or Losses | 3094947 | InvestmentEarningsOrLosses |
| Other Expenditures | 650139 | OtherExpenditures |
| End Of Year Balance | 63414527 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 61045904 | BeginningOfYearBalance |
| Contributions | 681736 | Contributions |
| Investment Earnings Or Losses | 484627 | InvestmentEarningsOrLosses |
| Other Expenditures | 1612639 | OtherExpenditures |
| End Of Year Balance | 60599628 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 57023972 | BeginningOfYearBalance |
| Contributions | 2763384 | Contributions |
| Investment Earnings Or Losses | 2641687 | InvestmentEarningsOrLosses |
| Other Expenditures | 1383139 | OtherExpenditures |
| End Of Year Balance | 61045904 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 50896638 | BeginningOfYearBalance |
| Contributions | 6124230 | Contributions |
| Investment Earnings Or Losses | 53243 | InvestmentEarningsOrLosses |
| Administrative Expenses | 50139 | AdministrativeExpenses |
| End Of Year Balance | 57023972 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.36000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.64000 | PermanentEndowmentEOYBalance |
| 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 | 42645590 | OtherCostOrOtherBasis |
| Book Value | 42645590 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 401231926 | OtherCostOrOtherBasis |
| Depreciation | 151112477 | Depreciation |
| Book Value | 250119449 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 18417342 | OtherCostOrOtherBasis |
| Depreciation | 16541789 | Depreciation |
| Book Value | 1875553 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 251992936 | OtherCostOrOtherBasis |
| Depreciation | 193926502 | Depreciation |
| Book Value | 58066434 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 8822140 | OtherCostOrOtherBasis |
| Depreciation | 2182128 | Depreciation |
| Book Value | 6640012 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 359347038 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INVESTMENT IN LIMITED PARTNERSHIPS | Description |
| Book Value | 151935041 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 151935041 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| PAYABLE TO UNITRUST/GIFT ANNUITY BENEFICIARIES | $1,983,581 |
| PENSION LIABILITY | $25,361,744 |
| BOND PREMIUM | $2,114,826 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 29460151 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 380523084 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 14398992 | NetUnrealizedGainsInvestments |
| Other Revenues | 276508 | OtherRevenues |
| Revenue Not Rptd F990 | 14675500 | RevenueNotRptdF990 |
| Revenue Subtotal | 365847584 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 365847584 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 380594264 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 1628347 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 1628347 | ExpensesNotRptdF990 |
| Expenses Subtotal | 378965917 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 378965917 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | INVESTMENT RETURN FROM THE ENDOWMENTS SUPPORTS SCIENTIFIC PROJECTS CONSISTENT WITH THE MISSION AND PRINCIPLES OF THE SCRIPPS RESEARCH INSTITUTE. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | TSRI ADOPTED FIN 48 DURING THE YEAR ENDED 9/30/08. NO LIABILITY FOR UNCERTAIN TAX POSITIONS HAS BEEN RECORDED ON THE FINANCIAL STATEMENTS FOR THE CURRENT YEAR. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | RENT EXPENSES NETTED AGAINST RENT REVENUE 581,673. LOSS ON DISPOSAL OF EQUIPMENT 1,046,673. OUTSIDE SHARED SERVICE GROSS REVENUE -1,351,838. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENT EXPENSES NETTED AGAINST RENT REVENUE 581,673. LOSS ON DISPOSAL OF EQUIPMENT 1,046,673. ROUNDING ADJUSTMENT 1. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 1 | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (3 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICES | LAB FOR TSRI SCIENTIST & STUDENT RESEARCH | 380395 |
| CENTRAL AMERICA & THE CARIBBEAN | 0 | 0 | INVESTMENTS | 60351971 | |
| SEE PART IV |
| 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 | 60732366 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 60732366 | TotalAmountSpent |
Grants To Orgs Outside US GrantsToOrgsOutsideUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EUROPE (INCLUDING ICELAND & GREENLAND) | Region |
| Purpose Of Grant | LABORATORY FOR TSRI SCIENTIST & STUDENT RESEARCH | PurposeOfGrant |
| Amount Of Cash Grant | 380395 | AmountOfCashGrant |
| Manner Of Cash Disbursement | ELECTRONIC FUND/WIRE | 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 | 1 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 1 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV (2 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.: | SCHEDULE F, PART I, LINE 2: TSRI MONITORS THE AMOUNTS PROVIDED TO THE FOREIGN ORGANIZATION BY ADHERENCE TO A GRANT CONTRACT FOR THE LAB PROVIDED FOR USE OF THE TSRI RESEARCHER AND MONITORS DETAILED BILLING STATEMENTS FOR STUDENT RESEARCH EXPENDITURES. TSRI HAS MANY SCIENTISTS THAT TRAVEL AROUND THE WORLD. GLOBAL TRAVEL IS REQUIRED BY THE SCIENTISTS TO ATTEND VARIOUS MEETINGS AND SPEAK ON THEIR AREAS OF SPECIALTY. IT IS NOT FEASIBLE TO GATHER THE DETAILED INFORMATION REGARDING EXPENDITURES FOR PART I. THERE ARE NO OFFICES OUTSIDE OF THE US OR EMPLOYEES WHO RESIDE OUTSIDE OF THE U.S. | |
| TSRI HAD A LESS THAN 10% OWNERSHIP IN A FOREIGN CORPORATION DURING THE TAX YEAR AND THEREFORE WAS NOT REQUIRED TO FILE FORM 5471. | SCHEDULE F, PART IV |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| 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 | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | ActivityActivity | Fundraiser Control Of FundsFundraiserControlOfFunds | Gross ReceiptsGrossReceipts | Amount Retained By ContractorAmountRetainedByContractor | Net To OrganizationNetToOrganization |
|---|---|---|---|---|---|---|---|---|
| SANKY COMMUNICATIONS INC | ||||||||
| 599 11TH AVENUE 6TH FLOOR | NEW YORK | NY | 10036 | E-PHILANTHROPY | 0 | 138619 | 80924 | 57695 |
| SANKY COMMUNICATIONS INC | ||||||||
| 599 11TH AVENUE 6TH FLOOR | NEW YORK | NY | 10036 | DIRECT MAIL DONOR ACQUISITION | 0 | 13985 | 93385 | -79400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 152604 | TotalGrossReceipts |
| Total Retained By Contractors | 174309 | TotalRetainedByContractors |
| Total Net To Organization | -21705 | TotalNetToOrganization |
| Licensed States | CA | LicensedStates |
| Licensed States | FL | LicensedStates |
| Licensed States | CT | LicensedStates |
| Licensed States | IL | LicensedStates |
| Licensed States | MI | LicensedStates |
| Licensed States | MA | LicensedStates |
| Licensed States | NJ | LicensedStates |
| Licensed States | NY | LicensedStates |
| Licensed States | PA | LicensedStates |
| Licensed States | DC | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | WOMEN FOR CANCER RESEARCH | NameOfEvent1 |
| Gross Receipts Event1 | 186000 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 179752 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 6248 | GrossRevenueEvent1 |
| Food And Beverage Event1 | 793 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 5455 | OtherDirectExpensesEvent1 |
| Name Of Event2 | PGA WOMENS CANCER AWARENESS DAYS | NameOfEvent2 |
| Gross Receipts Event2 | 212000 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 161535 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 50465 | GrossRevenueEvent2 |
| Non Cash Prizes Event2 | 30783 | NonCashPrizesEvent2 |
| Food And Beverage Event2 | 13508 | FoodAndBeverageEvent2 |
| Other Direct Expenses Event2 | 6174 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 4 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 113770 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 88153 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 25617 | GrossRevenueOtherEvents |
| Non Cash Prizes Other Events | 1030 | NonCashPrizesOtherEvents |
| Food And Beverage Other Events | 12729 | FoodAndBeverageOtherEvents |
| Other Direct Expenses Other Events | 11858 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 511770 | GrossReceiptsTotal |
| Charitable Contributions Total | 429440 | CharitableContributionsTotal |
| Gross Revenue Total Events | 82330 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 31813 | NonCashPrizesTotalEvents |
| Food And Beverage Total Events | 27030 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 23487 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 82330 | DirectExpenseSummaryEvents |
| Net Income Summary | 0 | NetIncomeSummary |
Form990 Schedule G Part IV Form990ScheduleGPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF FUNDRAISING PAYMENTS | Identifier |
| Return Reference | SCHEDULE G, PART I, LINE 2B, COLUMN (V) | ReturnReference |
| Explanation | THE SANKY DIRECT MAIL DONOR ACQUISITION PROGRAM IS AN OVERALL BUDGET, WHICH INCLUDES THE SANKY AGENCY FEE AND THE UPFRONT COSTS OF ALL PROJECT FEES WITH THIRD-PARTY VENDORS. ALL DIRECT EXPENSES SUCH AS LIST RENTALS, POSTAGE, ETC. ARE SUBSEQUENTLY PAID DIRECTLY TO THE VENDOR FOR EXPENSE REIMBURSEMENTS. THE SANKY E-PHILANTHROPY PROGRAM IS A FLAT RATE, WHICH INCLUDES THE SANKY AGENCY FEE AND ALL PROJECT FEES. THIS INCLUDES ALL DIRECT THIRD-PARTY VENDOR FEES SUCH AS THE MERCHANT ACCOUNT FOR PROCESSING ONLINE CONTRIBUTIONS. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIP/STIPENDS-KELLOGG GRADUATE SCHOOL, $30,000 PER STUDENT | TypeOfGrant |
| Number Of Recipients | 217 | NumberOfRecipients |
| Amount Of Cash Grant | 6510000 | AmountOfCashGrant |
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: GRADUATE STUDENT STIPENDS ARE PROCESSED VIA PERSONNEL ACTION FORMS WHICH ARE APPROVED BY THE GRADUATE OFFICE AND HUMAN RESOURCES PRIOR TO BEING SENT TO THE PAYROLL OFFICE. ONCE APPROVED, GRADUATE STUDENTS ARE SET UP IN TSRI'S PAYROLL SYSTEM AND ARE DISPERSED ON THE 1ST AND 15TH OF EACH MONTH. MONITORING IS DONE VIA THE INTERACTION BETWEEN THE STUDENT AND FACULTY ADVISOR. AS LONG AS THE STUDENT IS PROGRESSING, S/HE WOULD CONTINUE TO BE PAID. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| 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 | 1 | 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 | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (12 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MICHAEL A MARLETTA | ||||||||||||||
| PRESIDENT | 681099 | 0 | 0 | 0 | 132248 | 0 | 50000 | 0 | 12994 | 0 | 876341 | 0 | 0 | 0 |
| DOUGLAS BINGHAM | ||||||||||||||
| EXEC. VP, COO, SECRETARY | 556334 | 0 | 0 | 0 | 19674 | 0 | 50000 | 0 | 17448 | 0 | 643456 | 0 | 0 | 0 |
| DONNA WESTON | ||||||||||||||
| SR. VP, CFO, TREASURER | 352706 | 0 | 0 | 0 | 16284 | 0 | 50000 | 0 | 11816 | 0 | 430806 | 0 | 0 | 0 |
| THOMAS NORTHRUP | ||||||||||||||
| CHF BUS. CNSL, ASST. SEC | 247783 | 0 | 0 | 0 | 8377 | 0 | 38061 | 0 | 15191 | 0 | 309412 | 0 | 0 | 0 |
| PETER VOGT | ||||||||||||||
| EXEC VP & CHIEF SCIENCE OFF | 293238 | 0 | 0 | 0 | 22688 | 0 | 50000 | 0 | 12255 | 0 | 378181 | 0 | 0 | 0 |
| CARY THOMAS | ||||||||||||||
| SR. VP. | 327022 | 0 | 0 | 0 | 34428 | 0 | 50000 | 0 | 15910 | 0 | 427360 | 0 | 0 | 0 |
| KAYE WYNNE | ||||||||||||||
| VP. OSP | 258950 | 0 | 0 | 0 | 32366 | 0 | 50000 | 0 | 13872 | 0 | 355188 | 0 | 0 | 0 |
| RICHARD A LERNER | ||||||||||||||
| INSTITUTE PROFESSOR | 599576 | 0 | 0 | 0 | 15126 | 0 | 50000 | 0 | 12652 | 0 | 677354 | 0 | 0 | 0 |
| GERALD F JOYCE | ||||||||||||||
| DEAN OF FACULTY | 413110 | 0 | 0 | 0 | 5352 | 0 | 50000 | 0 | 17125 | 0 | 485587 | 0 | 0 | 0 |
| JULIUS REBEK JR | ||||||||||||||
| SKAGGS INSTITUTE DIRECTOR | 407149 | 0 | 0 | 0 | 9144 | 0 | 50000 | 0 | 22954 | 0 | 489247 | 0 | 0 | 0 |
| GERALD M EDELMAN | ||||||||||||||
| CHAIRMAN | 416107 | 0 | 0 | 0 | 10443 | 0 | 50000 | 0 | 18179 | 0 | 494729 | 0 | 0 | 0 |
| WILLIAM R ROUSH | ||||||||||||||
| PROFESSOR | 408263 | 0 | 0 | 0 | 7690 | 0 | 50000 | 0 | 14673 | 0 | 480626 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| PART I, LINE 1A | THE SCRIPPS RESEARCH INSTITUTE TRAVEL POLICIES PERMIT BUSINESS CLASS TRAVEL ON FLIGHTS OF MORE THAN 3 HOURS. FIRST CLASS TRAVEL IS PERMITTED ON SMALLER AIRCRAFT IF BUSINESS CLASS TRAVEL IS NOT OFFERED ON THESE LONG HAUL FLIGHTS. A HOUSING ALLOWANCE WAS PROVIDED TO THE PRESIDENT DURING HIS RELOCATION. THE ALLOWANCE CEASED UPON THE PURCHASE OF HIS RESIDENCE IN SAN DIEGO. |
| PART I, LINE 4B | PART I, LINES 4B: RICHARD LERNER, M.D. PARTICIPATED IN A DEFERRED COMPENSATION PLAN. NO PAYMENTS WERE MADE DURING THE YEAR. TOTAL TSRI LIABILITY AT 9/30/2013 WAS $6,145,000. MICHAEL MARLETTA, PH.D. PARTICIPATED IN A DEFERRED COMPENSATION PLAN. NO PAYMENTS WERE MADE DURING THE YEAR. TOTAL TSRI LIABILITY AT 9/30/2013 WAS $394,000. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIFORNIA INFRASTRUCTURE AND ECONOMIC DEVELOPMENT BANK | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 630304653 | IssuerEIN |
| CUSIP Number | 13033WRC9 | CUSIPNumber |
| Date Issued | 2005-02-23 | DateIssued |
| Issue Price | 39547350 | IssuePrice |
| Description Of Purpose | SEE PART VI | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Pool Financing | 0 | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | 39547350 | TotalProceeds |
| Refunding Escrow | 22905721 | RefundingEscrow |
| Issuance Costs From Proceeds | 641629 | IssuanceCostsFromProceeds |
| Capital Expenditures | 16000000 | CapitalExpenditures |
| Year Of Subst Completion | 2005 | YearOfSubstCompletion |
| Current Refunding | 1 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 1 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 1 | AnyResearchAgreements |
| Engage Bond Counsel Research | 1 | EngageBondCounselResearch |
| Prcntge Prvt Business Use By Others | 0.00000 | PrcntgePrvtBusinessUseByOthers |
| Percentage Of Prvt Business Re UBI | 0.00000 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUse |
| Bond Iss Meet Prvt Security Pay Test | 1 | BondIssMeetPrvtSecurityPayTest |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedProp |
| Non Qualified Bond Remed Procdrs | 1 | NonQualifiedBondRemedProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiled |
| Rebate Not Due Yet | 0 | RebateNotDueYet |
| Exception To Rebate | 1 | ExceptionToRebate |
| No Rebate Due | 0 | NoRebateDue |
| Variable Rate Issue | 0 | VariableRateIssue |
| Hedge Identified In Books And Recds | 0 | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqs |
Form990 Schedule K Part V Form990ScheduleKPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Proc To Undertk Corrective Action | 0 | ProcToUndertkCorrectiveAction |
Form990 Schedule K Part VI Form990ScheduleKPartVI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | (F) DESCRIPTION OF PURPOSE: PURCHASE IMM BLDG & REFINANCE OS 1994 BONDS 1. TO ACQUIRE THE IMMUNOLOGY BUILDING AND TO REFINANCE THE 1994 ARNOLD AND MURIEL BECKMAN CHEMISTRY BUILDING CONSTRUCTION BONDS 2. TO PAY FOR A PORTION OF THE ISSUANCE COST OF BOTH ISSUES 3. TO PAY FOR CAPITALIZED INTEREST ON THE BONDS DURING THE CONSTRUCTION PERIOD | Explanation |
Schedule L IRS990ScheduleL
Loan Table LoanTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | MICHAEL MARLETTA | NamePerson |
| Relationship With Organization | PRESIDENT | RelationshipWithOrganization |
| Purpose Of Loan | RELOCATION HOUSING LOAN | PurposeOfLoan |
| Loan From Organization | X | LoanFromOrganization |
| Original Principal | $500,000 | OriginalPrincipalAmount |
| Balance Due | 495192 | BalanceDue |
| Default | 0 | Default |
| Approved By Board | 1 | ApprovedByBoard |
| Written Agreement | 1 | WrittenAgreement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 495192 | TotalBalanceDue |
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE PART V | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sharing Of Revenues | 0 | SharingOfRevenues |
Form990 Schedule L Part V Form990ScheduleLPartV (2 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, SCHEDULE L, ADDITIONAL INFORMATION | PHILLIP FROST, M.D. IS A TRUSTEE OF TSRI AND IS A SIGNIFICANT SHAREHOLDER IN OPKO HEALTH, INC. ("OPKO"). OPKO IS A HEALTH CARE COMPANY FOCUSED ON THE DEVELOPMENT OF PHARMACEUTICALS, HAS A USE LICENSE WITH TSRI, AND MAY BE INVOLVED IN BUSINESS TRANSACTIONS WITH TSRI IN THE FUTURE. TSRI HAS LICENSES WITH SORRENTO THERAPEUTICS, AND OPKO IS AN INVESTOR IN SORRENTO THERAPEUTICS. RICHARD A. LERNER, M.D. TERM AS PRESIDENT AND CEO OF TSRI EXPIRED ON DECEMBER 31, 2011. DR. LERNER SERVES ON THE BOARD OF DIRECTORS AND IS THE CHAIR OF THE COMPENSATION COMMITTEE OF OPKO. OPKO'S RELATIONSHIP WITH TSRI IS EXPLAINED ABOVE. | |
| THE PRESIDENT RELOCATED TO SAN DIEGO UPON ACCEPTING EMPLOYMENT AT TSRI. HIS RECRUITMENT PACKAGE WHICH INCLUDED A RELOCATION HOUSING LOAN WAS APPROVED BY THE BOARD OF TRUSTEES. | SCHEDULE L, PART II |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 7 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 2233919 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | COST/SELLING PRICE | MethodOfDeterminingRevenues |
| 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 | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| THIRD PARTY USE: | PART I, LINE 32B: | SHARES OF STOCK GIFTED TO TSRI ARE TRANSFERRED INTO OUR BROKERAGE ACCOUNT AT SALOMON SMITH BARNEY AND THEY IN TURN SELL THE SHARES AND WIRE THE STOCK PROCEEDS TO TSRI. |
| NON REPORTING OF REVENUE: | PART I, LINE 33: | ADDITIONALLY, STOCK GIFTS FOR A TOTAL OF $149,777.49 WERE GIVEN TO BE APPLIED AGAINST PLEDGES. THEY WERE APPLIED AGAINST A PLEDGE RECEIVABLE RATHER THAN REVENUE. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | TSRI BOARD OF TRUSTEE MEMBERS CLAUDIA S. LUTTRELL AND MARK S. SKAGGS HAVE A FAMILY RELATIONSHIP. DR. RICHARD LERNER AND DR. PHILLIP FROST HAVE A BUSINESS RELATIONSHIP. | |
| FORM 990, PART VI, SECTION B, LINE 11 | ON JUNE 25, 2014, THE AUDIT COMMITTEE REVIEWED A DRAFT OF THE FORM 990 (INCLUDING ALL SUPPLEMENTAL SCHEDULES.) THIS REVIEW INCLUDED A PRESENTATION OF THE STATEMENTS BY THE CHIEF FINANCIAL OFFICER WITH PARTICULAR EMPHASIS ON DISCLOSURES ABOUT GOVERNANCE AND ABOUT TRANSACTIONS INVOLVING INTERESTED PERSONS. THE 990 WILL BE PROVIDED TO THE FULL BOARD OF TRUSTEES PRIOR TO FILING. | |
| FORM 990, PART VI, SECTION B, LINE 12C | TSRI'S CONFLICT OF INTEREST AND COMMITMENT POLICY COVERS ALL EMPLOYEES AND OFFICERS. THE CONFLICT OF INTEREST POLICY COMPLIES WITH THE REQUIREMENTS OF OTHER OVERSIGHT BODIES SUCH AS THE NIH, AND IS ADMINISTERED BY RESEARCH SERVICES. TSRI'S BOARD OF TRUSTEES CONFLICT OF INTEREST POLICY GOVERNING TRUSTEES IS ADMINISTERED BY THE PROFESSIONAL AFFAIRS COMMITTEE OF THE BOARD OF TRUSTEES. ALL TRANSACTIONS INVOLVING POTENTIAL OR ACTUAL CONFLICTED PERSONS ARE BROUGHT BEFORE THE PROFESSIONAL AFFAIRS COMMITTEE WHICH, AFTER EXAMINATION OF ALL RELEVANT INFORMATION, MAY DO ONE OF THE FOLLOWING: 1. APPROVE THE TRANSACTION SUBJECT TO A CONFLICT MITIGATION PLAN 2. DISAPPROVE THE TRANSACTION 3. REQUEST ADDITIONAL INFORMATION FURTHER, THERE IS AN ANONYMOUS "HOT LINE" WHERE ALL EMPLOYEES ARE INVITED TO DISCLOSE INFORMATION OF A BROAD NATURE, INCLUDING POTENTIAL OR PERCEIVED CONFLICTS OF INTEREST. ONCE APPROVED BY THE PROFESSIONAL AFFAIRS COMMITTEE, TRANSACTIONS INVOLVING OFFICERS ARE BROUGHT TO THE BOARD OF TRUSTEES FOR FINAL REVIEW AND APPROVAL. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD OF TRUSTEES ANNUALLY APPROVES THE COMPENSATION FOR THE PRESIDENT; AND, IF CHANGES OCCUR, AS NEEDED FOR OTHER EXECUTIVES. THE BOARD'S EXECUTIVE COMMITTEE (EC) SELECTS AND ENGAGES AN OUTSIDE COMPENSATION CONSULTANT. THIS WOULD BE DONE LESS THAN BI-ANNUALLY ONLY IF THERE HAVE BEEN MATERIAL CHANGES IN THE INSTITUTE OR THE PRESIDENT'S RESPONSIBILITIES. THE CONSULTANT MEETS WITH THE VP OF HR TO ENSURE IT HAS COMPLETE AND ACCURATE INFORMATION REGARDING THE INSTITUTE AND SCOPE OF EXECUTIVE RESPONSIBILITY. THE CONSULTANT DETERMINES PEER INSTITUTIONS FOR INCLUSION IN A COMPENSATION SURVEY. THE CONSULTANT CONDUCTS A COMPENSATION REVIEW USING SPECIALIZED AND PUBLISHED SURVEYS, AND SUBMITS A WRITTEN OPINION TO THE EC IN ACCORDANCE WITH THE PROVISIONS OF SECTION 53.4958-6(C)(2) AND SATISFIES THE PROFESSIONAL ADVICE REQUIREMENTS OF SECTION 53.4958-1(D)(III) OF THE INCOME TAX REGULATIONS. THE EC REVIEWS EXECUTIVE TRAVEL, BUSINESS EXPENSES, AND CONFLICTS OF INTEREST AND COMMITMENT DISCLOSURES. THE EC THEN MAKES AN INDEPENDENT RECOMMENDATION TO THE BOARD OF TRUSTEES ON EXECUTIVE COMPENSATION, WHICH MUST BE APPROVED BY THE BOARD OF TRUSTEES. AFFECTED TRUSTEES ABSTAIN FROM PARTICIPATION IN THIS PROCESS. | |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, WITH THE EXCEPTION OF THE EMPLOYEE CONFLICT OF INTEREST POLICY, ARE NOT AVAILABLE TO THE PUBLIC AT THIS TIME. THE FINANCIAL STATEMENTS ARE AVAILABLE ON THE TSRI WEB-SITE AND ARE FILED WITH THE STATE OF FLORIDA BY THE SCRIPPS FLORIDA FUNDING CORPORATION. THE STATEMENTS ARE PROVIDED TO BOND HOLDERS THROUGH TSRI'S DISSEMINATION AGENT. THE ANNUAL INFORMATION RETURN IS PROVIDED UPON REQUEST. | |
| FORM 990, PART VII, SECTION B: | TSRI PATENTS MANY OF ITS DISCOVERIES. FOR MOST OF THOSE DISCOVERIES, THE COST OF THESE PATENTS IS RECOVERED FROM THIRD PARTIES PURSUANT TO THE TERMS OF THE UNDERLYING LICENSE. | |
| FORM 990, PART IX, LINE 11G | CONSULTING & SERVICE FEES: PROGRAM SERVICE EXPENSES 1,714,800. MANAGEMENT AND GENERAL EXPENSES 5,899,771. FUNDRAISING EXPENSES 671,062. TOTAL EXPENSES 8,285,633. SUBCONTRACTS: PROGRAM SERVICE EXPENSES 48,721,133. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 48,721,133. | OTHER FEES |
| FORM 990, PART XI, LINE 9: | SHARED SERVICES -1,351,838. OTHER/ROUNDING 11. | CHANGES IN NET ASSETS OR FUND BALANCES: |