BENAROYA RESEARCH INSTITUTE AT VIRGINIA MASON: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- BENAROYA RESEARCH INSTITUTE AT VIRGINIA MASON (EIN 91-0653422)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-13
- IRS object ID
- 201443179349305729
- Schema version
- 2013v3.1
- 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 I
- Schedule J
- Schedule K
- Schedule O
- Schedule R
- Affiliated Group Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-13T05:00:29-00:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1918 8th Avenue Suite 2900 | AddressLine1 |
| City | Seattle | City |
| State | WA | State |
| ZIP Code | 98101 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 910653422 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Benaroya Research Institute at Virginia Mason | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BENA | BusinessNameControlTxt |
| Phone | 2063426500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 Ninth Avenue | AddressLine1 |
| City | Seattle | City |
| State | WA | State |
| ZIP Code | 981012795 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Homer W Lane Jr | PersonNm |
| Person Title | Executive DirectorCFO | PersonTitleTxt |
| Signature | 2014-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Sue Robison | PreparerPersonNm |
| Phone | 2069134000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Gerald Nepom MD PhD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 Ninth Avenue | AddressLine1 |
| City | Seattle | City |
| State | WA | State |
| ZIP Code | 98101 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $51,737,799 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | http://www.benaroyaresearch.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1956 | FormationYr |
| Legal Domicile State | WA | LegalDomicileStateCd |
| Activity Or Mission | To conduct and encourage high quality medical, surgical, and scientific research and research training in disease and problems of medical importance. | ActivityOrMissionDesc |
| Voting Members Governing Body | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 312 | TotalEmployeeCnt |
| Total Volunteers | 14 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $38,329,362 | PYContributionsGrantsAmt |
| CY Contributions Grants | $44,973,133 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,701,834 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $6,122,655 | CYProgramServiceRevenueAmt |
| PY Investment Income | $10,130 | PYInvestmentIncomeAmt |
| CY Investment Income | $88,984 | CYInvestmentIncomeAmt |
| PY Other Revenue | $349,689 | PYOtherRevenueAmt |
| CY Other Revenue | $346,008 | CYOtherRevenueAmt |
| PY Total Revenue | $43,391,015 | PYTotalRevenueAmt |
| CY Total Revenue | $51,530,780 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,202,339 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $6,179,570 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $22,311,686 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $23,665,207 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $17,131,610 | PYOtherExpensesAmt |
| CY Other Expenses | $15,546,338 | CYOtherExpensesAmt |
| PY Total Expenses | $43,645,635 | PYTotalExpensesAmt |
| CY Total Expenses | $45,391,115 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$254,620 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $6,139,665 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $75,528,821 | TotalAssetsBOYAmt |
| Total Assets EOY | $82,770,690 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $40,430,952 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $40,055,412 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $35,097,869 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $42,715,278 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | See Schedule O | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $13,187,144 | ExpenseAmt |
| Grant | $3,208,820 | GrantAmt |
| Desc | Translational Program. See Schedule O. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $7,384,564 | ExpenseAmt |
| Grant | $1,936,567 | GrantAmt |
| Desc | Immunology Program. See Schedule O. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,496,775 | ExpenseAmt |
| Grant | $109,678 | GrantAmt |
| Revenue | $3,007,941 | RevenueAmt |
| Desc | Clinical Research Program. See Schedule O. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $9,556,135 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $924,505 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $3,114,714 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $36,624,618 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (true) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | Yes (true) | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 106 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 312 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (true) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Homer W Lane Jr Executive DirectorC | PersonNm |
| Phone | 2063426508 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 Ninth Avenue | AddressLine1 |
| City | Seattle | City |
| State | WA | State |
| ZIP Code | 981012795 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Carla Greenbaum MD | ||||||||
| Director | 040.00 | Yes (X) | $203,045 | $0 | $29,218 | |||
| Joyce Lammert MD PhD | ||||||||
| Director | 001.00 | Yes (X) | $0 | $571,541 | $40,794 | 050.00 | ||
| John Corman MD | ||||||||
| Director | 001.00 | Yes (X) | $0 | $500,402 | $37,850 | 050.00 | ||
| Gary Kaplan MD | ||||||||
| Ex Officio | 001.00 | Yes (X) | $0 | $1,369,302 | $591,961 | 054.00 | ||
| Tom Cohen | ||||||||
| Director | 001.00 | Yes (X) | $0 | $0 | $0 | |||
| Rebecca Campbell | ||||||||
| Director | 001.00 | Yes (X) | $0 | $0 | $0 | |||
| Kristi Pangrazio | ||||||||
| Director, President | 001.00 | Yes (X) | $0 | $0 | $0 | 004.00 | Yes (X) | |
| Margaret Morrow | ||||||||
| Director, Secretary | 001.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Miriam Sevy | ||||||||
| Director | 001.00 | Yes (X) | $0 | $0 | $0 | |||
| Frank Dvorak PhD | ||||||||
| Director | 001.00 | Yes (X) | $0 | $0 | $0 | |||
| Trish Markey | ||||||||
| Director | 001.00 | Yes (X) | $0 | $0 | $0 | |||
| Edward Drosdick | ||||||||
| Director, Treasurer | 001.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Thomas Kelley | ||||||||
| Director | 001.00 | Yes (X) | $0 | $0 | $0 | |||
| Ditman Johnson | ||||||||
| Director | 001.00 | Yes (X) | $0 | $0 | $0 | |||
| Robert Lemon | ||||||||
| Director | 001.00 | Yes (X) | $0 | $0 | $0 | 006.00 | ||
| Michael Gallatin | ||||||||
| Director | 001.00 | Yes (X) | $0 | $0 | $0 | |||
| Jessica Muffett | ||||||||
| Director | 001.00 | Yes (X) | $0 | $0 | $0 | |||
| Carla DewBerry | ||||||||
| Director, Vice President | 001.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Ann Sobil | ||||||||
| Director | 001.00 | Yes (X) | $0 | $0 | $0 | |||
| Christopher Wilson MD | ||||||||
| Director | 001.00 | Yes (X) | $0 | $0 | $0 | |||
| Gerald Nepom MD PhD | ||||||||
| Ex Officio | 040.00 | $493,842 | $0 | $42,024 | Yes (X) | |||
| Homer Lane Jr | ||||||||
| Executive Director and Chief Financial Officer | 040.00 | $264,779 | $0 | $20,424 | Yes (X) | |||
| Jane Buckner MD | ||||||||
| Research Member | 040.00 | $212,789 | $0 | $25,068 | Yes (X) | |||
| William Kwok PhD | ||||||||
| Research Member | 040.00 | $203,105 | $0 | $27,308 | Yes (X) | |||
| Lynn Rose PhD | ||||||||
| Director Scientific Administration | 040.00 | $171,175 | $0 | $20,723 | Yes (X) | |||
| Thomas Wight PhD | ||||||||
| Research Member | 040.00 | $163,574 | $0 | $34,732 | Yes (X) | |||
| Steven Ziegler PhD | ||||||||
| Research Member | 040.00 | $181,220 | $0 | $20,263 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,893,529 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $2,441,245 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $890,365 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 31 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| KPMG LLP | |||||
| 1918 Eighth Ave Suite 2900 | Seattle | WA | 98101 | Auditing Consulting | $102,408 |
| DNA Brand Mechanics | |||||
| 1301 Fifth Ave Suite 2600 | Seattle | WA | 98101 | Consulting | $226,375 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $5,450,000 | RelatedOrganizationsAmt |
| Government Grants | $28,283,642 | GovernmentGrantsAmt |
| All Other Contributions | $11,239,491 | AllOtherContributionsAmt |
| Total Contributions | $44,973,133 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Sponsored research | 621500 | $3,007,941 | $3,007,941 |
| Core services | 621500 | $3,114,714 | $3,114,714 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $6,122,655 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $88,984 | TotalRevenueColumnAmt |
| Exclusion | $88,984 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $553,027 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $207,019 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $346,008 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $346,008 | TotalRevenueColumnAmt |
| Exclusion | $346,008 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $51,530,780 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,122,655 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $434,992 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,871,629 | TotalAmt |
| Program Services | $5,871,629 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $307,941 | TotalAmt |
| Program Services | $307,941 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,072,680 | TotalAmt |
| Program Services | $1,383,188 | ProgramServicesAmt |
| Management And General | $689,492 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,828,599 | TotalAmt |
| Program Services | $12,062,290 | ProgramServicesAmt |
| Management And General | $3,766,309 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,350,570 | TotalAmt |
| Program Services | $985,301 | ProgramServicesAmt |
| Management And General | $365,269 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,185,568 | TotalAmt |
| Program Services | $2,324,013 | ProgramServicesAmt |
| Management And General | $861,555 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,227,790 | TotalAmt |
| Program Services | $895,727 | ProgramServicesAmt |
| Management And General | $332,063 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,390 | TotalAmt |
| Management And General | $39,390 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,008 | TotalAmt |
| Management And General | $89,008 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees For Services Prof Fundraising | FeesForServicesProfFundraising |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,392,532 | TotalAmt |
| Program Services | $861,645 | ProgramServicesAmt |
| Management And General | $530,887 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,016 | TotalAmt |
| Management And General | $94,016 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $163,950 | TotalAmt |
| Program Services | $62,145 | ProgramServicesAmt |
| Management And General | $101,805 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $786,803 | TotalAmt |
| Program Services | $138,942 | ProgramServicesAmt |
| Management And General | $647,861 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,566,349 | TotalAmt |
| Program Services | $2,287,844 | ProgramServicesAmt |
| Management And General | $278,505 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $358,217 | TotalAmt |
| Program Services | $312,521 | ProgramServicesAmt |
| Management And General | $45,696 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,871 | TotalAmt |
| Program Services | $51,350 | ProgramServicesAmt |
| Management And General | $23,521 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $821,545 | TotalAmt |
| Program Services | $722,959 | ProgramServicesAmt |
| Management And General | $98,586 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,953,813 | TotalAmt |
| Program Services | $2,382,655 | ProgramServicesAmt |
| Management And General | $571,158 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,630 | TotalAmt |
| Management And General | $46,630 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Supplies | $4,561,978 | $4,453,020 | $108,958 |
| Other Purchased Services | $266,969 | $191,181 | $75,788 |
| Patient Costs | $952,982 | $952,982 | |
| Research Participants Fee | $377,285 | $377,285 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,391,115 | TotalAmt |
| Program Services | $36,624,618 | ProgramServicesAmt |
| Management And General | $8,766,497 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,103,629 | BOYAmt |
| EOY | $7,908,388 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,049,863 | BOYAmt |
| EOY | $9,088,838 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,012,726 | BOYAmt |
| EOY | $9,220,049 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $772,245 | BOYAmt |
| EOY | $389,852 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $236,122 | BOYAmt |
| EOY | $302,375 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $65,122,619 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $32,261,299 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,377,444 | BOYAmt |
| EOY | $32,861,320 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,667,603 | BOYAmt |
| EOY | $21,942,003 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,309,189 | BOYAmt |
| EOY | $1,057,865 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,528,821 | BOYAmt |
| EOY | $82,770,690 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,777,563 | BOYAmt |
| EOY | $7,491,442 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,106,899 | BOYAmt |
| EOY | $2,617,480 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,390,000 | BOYAmt |
| EOY | $10,075,000 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,156,490 | BOYAmt |
| EOY | $19,871,490 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,430,952 | BOYAmt |
| EOY | $40,055,412 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,449,630 | BOYAmt |
| EOY | $23,916,255 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,736,875 | BOYAmt |
| EOY | $9,702,544 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,911,364 | BOYAmt |
| EOY | $9,096,479 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,097,869 | BOYAmt |
| EOY | $42,715,278 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,528,821 | BOYAmt |
| EOY | $82,770,690 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $6,139,665 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,477,744 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Medical Research Organization | Yes (X) | MedicalResearchOrganizationInd |
Hospital Name And Address HospitalNameAndAddressGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Virginia Mason Medical Center | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| City | Seattle | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY170 | 0.00000 | PublicSupportCY170Pct |
| Public Support CY509 | 0.00000 | PublicSupportCY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Belongs Afflt Grp | Yes (X) | OrganizationBelongsAffltGrpInd |
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Affiliated Group Total | $114,035 | AffiliatedGroupTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Affiliated Group Total | $8,000 | AffiliatedGroupTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Affiliated Group Total | $122,035 | AffiliatedGroupTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $45,391,115 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $1,015,590,904 | AffiliatedGroupTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $45,391,115 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $1,015,712,939 | AffiliatedGroupTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $1,000,000 | AffiliatedGroupTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $250,000 | AffiliatedGroupTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $270,061 | CurrentYearMinus3Amt |
| Current Year Minus2 | $222,311 | CurrentYearMinus2Amt |
| Current Year Minus1 | $133,874 | CurrentYearMinus1Amt |
| Current Year | $122,035 | CurrentYearAmt |
| Total | $748,281 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $151,772 | CurrentYearMinus3Amt |
| Current Year Minus2 | $122,311 | CurrentYearMinus2Amt |
| Current Year Minus1 | $127,874 | CurrentYearMinus1Amt |
| Current Year | $114,035 | CurrentYearAmt |
| Total | $515,992 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | false | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | false | DirectContactLegislatorsInd |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | false | OtherActivitiesInd |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
| Form4720 Filed4912 Tax | false | Form4720Filed4912TaxInd |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| II-A A | Benaroya Researach Insstitute at Virginia Mason, EIN 91-0653422, 1201 Ninth Avenue, Seattle, WA 98101. Non-electing member. 0 Lobbying Expenditures. Excess Lobbying Expenditures 0. |
| II-A A continued | Virginia Mason Health System, EIN 91-1351110, 1100 Ninth Avenue, Seattle, WA 98101. Non-electing member. 0 Lobbying Expenditures. Excess Lobbying Expenditures 0. |
| II-A A continued | Virginia Mason Institute, EIN 26-3763656, 1100 Ninth Avenue, Seattle, WA 98101. Non-electing member. 0 Lobbying Expenditures. Excess Lobbying Expenditures 0. |
| II-A A continued | Virginia Mason Medical Center, EIN 91-0565539, 1100 Ninth Avenue, Seattle, WA 98101. Election Member. Grassroots Lobbying Expenditures 114,035. Direct Lobbying Expenditures 8,000. Excess Lobbying Expenditures 0. Tax year ending December 31, 1998 was the first year in which Virginia Mason Medical Center made the election under Section 501h. The election was not revoked before the start of the tax year ending December 31, 2013. |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Incl Escrow Custodial Acct Liab | false | InclEscrowCustodialAcctLiabInd |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (true) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (true) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $756,906 | OtherCostOrOtherBasisAmt |
| Book Value | $756,906 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $47,750,223 | OtherCostOrOtherBasisAmt |
| Depreciation | $19,238,862 | DepreciationAmt |
| Book Value | $28,511,361 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $196,862 | OtherCostOrOtherBasisAmt |
| Depreciation | $196,862 | DepreciationAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $16,246,742 | OtherCostOrOtherBasisAmt |
| Depreciation | $12,825,575 | DepreciationAmt |
| Book Value | $3,421,167 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $171,886 | OtherCostOrOtherBasisAmt |
| Book Value | $171,886 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $32,861,320 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Financial derivatives and other financial products | ||
| Closely-held equity interests | ||
| Interest in Net Assets of Virginia Mason Health System | $21,942,003 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $21,942,003 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal income taxes | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Rev Etc Audited Fincl Stmt | $53,008,524 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,477,744 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $1,477,744 | RevenueNotReportedAmt |
| Revenue Subtotal | $51,530,780 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $51,530,780 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $45,391,115 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $45,391,115 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $45,391,115 | TotalExpensesPerForm990Amt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|
| North America | Conferences | Medical Research | $1,618 |
| East Asia and the Pacific | Conferences | Medical Research | $13,417 |
| Europe | Conferences | Medical Research | $30,573 |
| Sub-Saharan Africa | Conferences | Medical Research | $1,935 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $47,543 | SubtotalSpentAmt |
| Total Spent | $47,543 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (3 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|
| North America | Medical Research | $129,321 | Wire Transfer |
| Europe | Medical Research | $101,825 | Wire Transfer |
| East Asia and the Pacific | Medical Research | $84,292 | Wire Transfer |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Org | 6 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I Line 2 | Subrecipient Monitoring Policy - medical research sub awards - BRI has formal policies and procedures to assure full compliance with applicable policies and laws governing Federal Grants. The policy provides assurance that subrecipients comply with Federal Grant requirements. This policy requires subrecipients to provide annual audited reports that identify compliance with laws and regulations and have met the requirements of OMB Circular A-133. Management has communicated with an educated administrative staff regarding implementation of this policy. The Director of Grants and Contracts is responsible for monitoring subrecipient adherence to financial regulations which includes the annual A-133 audit. The principal investigator is responsible for overseeing the satisfactory performance of the sub-award to ensure that goals are achieved. If there are unusual or unforeseen items, these will be investigated. |
| Part I Line 3f | The expenditures were actual expenses incurred in the region based on individual expense reports and tracking of expenditures by grant or department on the accrual basis of accounting. |
| Part II Line 1 | The expenditures were expenses incurred in the region based on award goals on the accrual basis of accounting. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (24 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | IRC SectionIRCSectionDesc |
|---|---|---|---|---|---|---|---|
| Adaptive Biotechnologies | |||||||
| 1551 Eastlake Ave S Suite 200 | Seattle | WA | 98102 | 270907024 | $43,967 | Medical Research | |
| Blood Systems Research Institute | |||||||
| 270 Masonic Ave | San Francisco | CA | 94118 | 860098929 | $22,933 | Medical Research | 501c3 |
| Brigham and Women's Hospital | |||||||
| 75 Francis Street | Boston | MA | 02115 | 042312909 | $27,602 | Medical Research | 501c3 |
| California Institute of Technology | |||||||
| 1200 E California Blvd | Pasadena | CA | 91125 | 951643307 | $333,788 | Medical Research | 501c3 |
| Duke University | |||||||
| PO Box 602651 | Charlotte | NC | 282602651 | 560532129 | $123,607 | Medical Research | 501c3 |
| Lab Key Software | |||||||
| 617 Eastlake Ave E 400 | Seattle | WA | 98109 | 208266728 | $471,271 | Medical Research | |
| La Jolla Institute for Allergy & Immunology | |||||||
| 9420 Athena Cir | La Jolia | CA | 92037 | 330328688 | $50,030 | Medical Research | 501c3 |
| New York University-School of Medicine | |||||||
| 550 1st Avenue | New York | NY | 10016 | 135562308 | $29,802 | Medical Research | 501c3 |
| Oklahoma Medical Research Foundation | |||||||
| 825 NE 13th Street | Oklahoma City | OK | 73104 | 730580274 | $36,953 | Medical Research | 501c3 |
| Oregon HSU | |||||||
| 0690 SW Bancroft St Mail Code L1065 | Portland | OR | 97239 | 931176109 | $28,877 | Medical Research | Oregon |
| The Research Institute at Nationwide | |||||||
| 700 Childrens Drive | Columbus | OH | 432715245 | 316056230 | $189,080 | Medical Research | 501c3 |
| Seattle Childrens Hospital | |||||||
| PO Box 24728 | Seattle | WA | 981240728 | 910564748 | $999,322 | Medical Research | 501c3 |
| Seattle Biomedical Research Institute | |||||||
| 307 Westlake Ave N Ste 500 | Seattle | WA | 98072 | 910961784 | $186,187 | Medical Research | 501c3 |
| Stanford University | |||||||
| 450 Serra Mall | Stanford | CA | 94305 | 941156365 | $63,816 | Medical Research | 501c3 |
| University of Colorado | |||||||
| PO Box 910238 | Denver | CO | 802910238 | 846000555 | $12,283 | Medical Research | 501c3 |
| University of Rochester | |||||||
| 910 Genesee St Ste 200 | Rochester | NY | 146113847 | 160743209 | $10,040 | Medical Research | New York |
| University of Washington Grants | |||||||
| 12455 Collections Drive | Chicago | IL | 60693 | 916001537 | $2,410,555 | Medical Research | Washington |
| University of Colorado-Denver | |||||||
| 12501 14th Street | Denver | CO | 80217 | 846000555 | $54,411 | Medical Research | 501c3 |
| University of Kentucky Research Foundation | |||||||
| 301 Peterson Service Building | Lexington | KY | 40506 | 616033693 | $10,237 | Medical Research | 501c3 |
| University of Virginia | |||||||
| PO Box 400195 | Charlottesville | VA | 229044195 | 546001796 | $6,617 | Medical Research | Virginia |
| UC Regents University California San Diego | |||||||
| 9500 Gilman Drive | La Jolia | CA | 920930009 | 956006144 | $39,267 | Medical Research | 501c3 |
| University of Florida Board of Trustees | |||||||
| PO Box 113001 | Gainesville | FL | 32611 | 596002052 | $457,295 | Medical Research | 501c3 |
| University of Nebraska Medical Center | |||||||
| 2200 Vine Street 151 Whittler Resea | Lincoln | NE | 685830861 | 470049123 | $75,946 | Medical Research | 501c3 |
| Yale University | |||||||
| PO Box 1873 | New Haven | CT | 065081873 | 080648973 | $176,657 | Medical Research | 501c3 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 23 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I Line 2 | FormAndLineReferenceDesc |
| Explanation | Subrecipient Monitoring Policy - medical researach sub awards - BRI has formal policies and procedures to assure full compliance with applicable policies and laws governing Federal Grants. The policy provides assurance that subrecipients comply with Federal Grants requirements. This policy requires subrecipients to provide annual audited reports that identify compliance with laws and regulations and have met the requirements of OMB Circular A-133. Management has communicated with an educated administrative staff regarding implementation of this policy. The Director of Grants and Contracts is responsible for monitoring subrecipient adherence to financial regulations which includes the annual A-133 audit. The principal investigator is responsible for overseeing the satisfactory performance of the sub-award to ensure that goals are achieved. If there are unusual or unforeseen items, these will be investigated. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Carla Greenbaum MD | |||||||||||
| Director | $203,045 | $22,500 | $6,718 | $232,263 | |||||||
| Gerald Nepom MD PhD | |||||||||||
| Ex Officio | $376,647 | $39,996 | $2,028 | $535,866 | $117,195 | ||||||
| Joyce Lammert MD PhD | |||||||||||
| Director | $436,670 | $116,183 | $18,688 | $29,479 | $11,315 | $612,335 | |||||
| John Corman MD | |||||||||||
| Director | $499,944 | $188 | $270 | $18,571 | $19,279 | $538,252 | |||||
| Gary Kaplan MD | |||||||||||
| Ex Officio | $938,733 | $412,881 | $17,688 | $564,954 | $27,007 | $1,961,263 | |||||
| Homer Lane Jr | |||||||||||
| Executive Director and Chief Financial Officer | $228,779 | $12,750 | $7,674 | $285,203 | $36,000 | ||||||
| Jane Buckner MD | |||||||||||
| Research Member | $212,789 | $22,500 | $2,568 | $237,857 | |||||||
| William Kwok PhD | |||||||||||
| Research Member | $202,757 | $23,000 | $4,308 | $230,413 | $348 | ||||||
| Lynn Rose PhD | |||||||||||
| Director Scientific Administration | $170,961 | $17,445 | $3,278 | $191,898 | $214 | ||||||
| Thomas Wight PhD | |||||||||||
| Research Member | $163,226 | $22,500 | $12,232 | $198,306 | $348 | ||||||
| Steven Ziegler PhD | |||||||||||
| Research Member | $180,872 | $13,999 | $6,264 | $201,483 | $348 | ||||||
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I Line 3 | Benaroya Researach Institute at Virginia Mason relies upon Virginia Mason Medical Centers a related organization Board Compensation and Benefits Committee, a committee composed of independent board members to whom the Board has delegated the authority to approve all compensation and benefits for the executive leaders of the Medical Center. To ensure that such benefit plans are market competitive and reasonable, the Committee receives support and advice, including appropriate market comparability data. from an independent compensation consultant with expertise in the health care industry and access to relevant market data. See Schedule O for additional disclosure. |
| Part I Line 4b | The Medical Center has a Supplemental Executive Retirement Plan SERP. The SERP is a 457f nonqualified deferred compensation plan pursuant to which plan benefits are subject to a substantial risk of forfeiture, entered into when certain senior executives join the Medical Center. The plan was approved by the Boards Compensation and Benefits Committee, a committee composed of independent board members to whom the Board delegates the authority to approve compensation and benefits for the Medical Centers most senior executives. The Committee receives advice from an independent compensation consultant to ensure that compensation and benefits, including the SERP, are market competitive and reasonable. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WA Econ Devel Fin Auth-2012 Series B | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 911493002 | BondIssuerEIN |
| Bond Issued | 2012-06-01 | BondIssuedDt |
| Issue Price | $10,390,000 | IssuePriceAmt |
| Purpose | See Part VI | PurposeDesc |
| Defeased | false | DefeasedInd |
| On Behalf Of Issuer | Yes (true) | OnBehalfOfIssuerInd |
| Pool Financing | false | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $315,000 | RetiredAmt |
| Total Proceeds | $10,390,348 | TotalProceedsAmt |
| Capital Expenditures | $2,550,348 | CapitalExpendituresAmt |
| Substantial Completion | 2013 | SubstantialCompletionYr |
| Current Refunding | Yes (true) | CurrentRefundingInd |
| Advance Refunding | false | AdvanceRefundingInd |
| Final Allocation Made | Yes (true) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (true) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | false | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | Yes (true) | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | false | MgmtContractBondFincdPropInd |
| Any Research Agreements | Yes (true) | AnyResearchAgreementsInd |
| Engage Bond Counsel Research | Yes (true) | EngageBondCounselResearchInd |
| Private Bus Use By Others | 0.01700 | PrivateBusUseByOthersPct |
| Total Private Business Use | 0.01700 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | Yes (true) | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | false | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (true) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | false | Form8038TFiledInd |
| Rebate Not Due Yet | Yes (true) | RebateNotDueYetInd |
| Variable Rate Issue | false | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | false | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | false | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (true) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (true) | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I Line A f | Purposes to currently refund WEDFA Series 2006C bonds issued 11/15/2006, and to fund research facility improvements. |
| Part II Line 3 | Difference between Part I, column e and Part II, Line 3 is investment earnings. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (13 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 1 | Benaroya Research Institute at Virginia Mason BRI is a world-renowned medical researach institute whose work has resulted in major advances against autoimmune and immune-mediated diseases. One in 20 Americans suffers from one or more autoimmune diseases, such as type 1 diabetes, multiple sclerosis, Crohns disease and rheumatoid arthritis to name a few, and more than one out of every four Americans suffer from diseases of the immune system, such as allergies and asthma. Because these diseases are connected in the way the immune system attacks the body, BRI scientists arent focused on eliminating one or two immune system diseases - they are taking on many more. As a world leader in scientific innovation, BRIs discoveries are having significant impact on people living with these diseases today - by improving the ability to predict disease risk, decreasing disease progression and making therapies safer and better. |
| Form 990, Part III, Line 4 | One of the unique qualities of BRI is the close integration of three types of medical research - laboratory research, translational research and clinical research - to improve peoples lives. Our scientists can address both the basic science issues and clinical applications, which is the best way to design studies with the highest potential for success. For BRI, discovery starts in the laboratory. 2013 advancements in translational, immunology, clinical research and other areas are highlighted below. |
| Form 990, Part III, Line 4a | Translational research is the link between laboratory research and clinical research, built upon an exchange of materials and information between these two disciplines. BRI scientists and collaborators work together to study blood and serum samples along with medical and demographic data collected from people with autoimmune and immune-mediated diseases. These include multiple sclerosis, type 1 diabetes, lupus, rheumatoid arthritis, inflammatory bowel disease, allergy and asthma. BRI maintains an extensive biorepository with samples dating back to 2000, including 11 disease categories and a biorepository of healthy people for comparison purposes. Advancements in 2013 include the following 1 Discovery of novel biomarkers of multiple sclerosis MS that may be leveraged to gauge disease activity and as a target for new therapies. Researchers studied patients with more active MS compared to those who have more benign MS. They found that in more aggressive MS, certain T cells in the immune system were able to evade regulation and cause lesions. The research also identified potential target molecules that offer the prospect of reversing this process with novel therapy. 2 In another multiple sclerosis MS advancement, BRI is researching how to identify molecular changes in immune cells known to cause MS. This is the first study to look at the genome, or the genetic information within the specific cells that attack the nervous system of MS patients. 3 Conducted research to enable rapid prediction for patient response to immune therapy. BRI scientists are developing approaches that will allow physicians to match the right pharmaceutical and course of treatment to individual patients based on the biomarkers that exist in that patients immune system. Gaining the ability to choose a therapy that is more likely to be effective from the start by prescreening for these biomarkers has the potential to allow for earlier successful intervention in disease progression and is also likely to bring down health care costs by decreasing the number of unsuccessful treatment attempts. 4 Undertook leadership of a Core and Assay Validation Center for the JDRF Biomarker Working Group to help focus on the identification and utilization of robust biomarkers for type 1 diabetes. Currently, biomarkers are used to identify people at risk for diseases, predict progression rates and assess how well treatments are working. This working group will help advance additional biomarkers from the lab to the clinic, and if different measurements can be combined into a composite-like score, there is the potential for specific assays to be predictive. In this way, it can be determined how fast T1D is going to progress and provide an opportunity for experimental immunologic interventioins to arres the onset of disease. 5 Through application of BRIs tetramer technology, scientists were able to examine whether T cells in rheumatoid arthritis RA patients were increased in number or were unique in other ways. For the first time, scientists were able to demonstrate that T cells that recognize proteins in the joint were increased in the blood of RA patients and that these cells had a unique set of markers. This technology now allows scientists to study how RA starts, how current therapies may impact the immune response directed to the joint and how to specifically target these cells therapeutically. |
| Form 990, Part III, Line 4b | Immunology research is driving toward individualized treatment for each person with autoimmune and immune-mediated diseases. Each persons genetics, environment and immune system mechanisms are unique, and people react to therapies differently and their responses may change over time. The optimal approach will be to individualize health care for each person and offer the right treatment at the right time. A key 2013 advancement was In a study of the protein, Thymic Stromal Lymphopietin TSLP in allergic responses, the scientific team used lung cancer as a negative control group and surprisingly found very high levels of the protein in people with lung tumors. This led to new research on how blocking a particular molecule in metastatic breast cancer reduces both the growth of primary tumors and the number of lung metastases. BRI scientists have found in models of the disease that blocking this protein can shrink tumors by 60 - 80 and can keep the tumor from metastasizing or spreading to the lung. The goal of this work is to help develop a therapy to reduce primary breast cancer tumors, as well as the spread of this cancer to other areas. |
| Form 990, Part III, Line 4c | Clinical research studies are conducted with volunteers who participate in experimental medical approaches not available outside the clinical trial setting, and play a major role in pushing the boundaries of knowledge about their disease and new therapies. BRI conducts over 450 clinical trials annually involving over 150 investigators in many different diseases through a Diabetes Research Program partnership with Seattle Childrens, TrialNet and the National Institutes of Health NIH trials with the NIH-funded Immune Tolerance Network and the BRI Clincial Research Program with physicians at Virginia Mason Medical Center. Advancements in 2013 include 1 Establishment of the T1D Exchange Biobank Operations Center to coordinate type 1 T1D diabetes clincial study proposals and biobank sample requests including protocol design, sample procurement and distribution. The biobanks goal is to distribute, share and exchange meaningful data and biosamples to drive collaboration and disseminate knowledge across the type 1 diabetes community. 2 Groundbreaking clinical research conducted by two multi-institutional consortia, both led by a BRI clinical investigator, which successfully tested new treatment approaches for hepatitis C. The first study showed that 12 weeks treatment with a multidrug cocktail achieved a cure in more than 93 percent of noncirrhotic HCV genotype 1 patients, incluging those with prior nonresponse to interferon-based therapy. The second study showed that a one-pill once a day regimen combining a fixed dose of two drugs achieved a cure of 94 percent in HCV genotype 1 patients with cirrhosis. Because some patients are nonresponsive to interferon-based therapies, and because the side effects of interferon cannot be tolerated by all patients, these new treatment approaches are a significant advance that will give many hepatitis C patients new hope and a pathway to a cure. It is also hoped that through these discoveries, there is the potential to eradicate heptatis C. |
| Form 990, Part III, Line 4d | Other Advances. Using state-of-the-art techniques, scientists demonstrated that different vaccines lead to immunity via distinct immune response pathways. This study utilized a systems immunology approach and high-throughput profiling techniques to analyze the molecular and cellular responses following vaccination. By understanding the immune pathways by which these vaccines work, scientists can better guide the development of effective vaccines for other infectious diseases. The published results feature interactive figures that allow for dynamic investigation of the primary data from a web portal that was developed as part of this study and could serve as a model for future scientific publishing and data sharing. |
| Form 990, Part VI, Section A, Line 1a | The governing body delegates to an Executive Committee comprised of four officers of the Board and the Chairs of each standing Board Committee, the authority of the Board of Directors in the management of the corporation as may be deemed by the Executive Committee to be appropriate, to be exercised in time periods between regularly scheduled meetings of the Board of Directors provided that the Executive Committee has the authority to act only in time sensitive or emergency situations. The Director and the Executive Director of the corporation serve as ex officio members of the Executive Committee without voting rights. The Executive Committee does not have the authority to amend, alter or repeal the bylaws elect, appoint or remove any member of such Executive Committee or any director or officer of the corpration amend the articles of incorporation adopt a plan of merger or adopt a plan of consolidation with another corporation authorize the sale, lease or exchange of all or substantially all the property and assets of the corporation not in the ordinary course of busines authorize the voluntary dissolution of the corporation or revoke proceedings therefore adopt a plan for the distribution of the assets of the corporation or amend, alter or repeal any resolution of the Board which by its terms provides that it shall not be amended, altered or repealed by such Executive Committee. The Executive Committee also serves as the planning committee for the Board of Directors and oversees any compliance issues raised by the Board of Directors. |
| Form 990, Part VI, Section A, Line 4 | The organization amended its Bylaws to a limit the authority of the Executive Committee to act on time sensitive or emergency situtations, as determined by the Executive Committee b rename the Finance and Audit Committee to the Finance Committee and it will make recommendations regarding acceptance of the audit as presented to the sole voting member c revised the Treasurers duties to provide that he/she shall manage, with the Finance Committee, the Boards review of and action related to its fiduciary responsibilities including overseeing presentation of the annual budget, working with the Chief Financial Officer to ensure appropriate and timely finanical reports are made to the Board, and oversight of presentations to the Board regarding the audit and Form 990 tax return. |
| Form 990, Part VI, Section A, Line 6,7 | Virginia Mason Health System VMHS is the sole corporate member of Benaroya Research Institute at Virginia Mason BRI. VMHS as the sole voting member has the following approval rights a election or appointment of Directors and Officers of the Board of Directors b removal of Directors and Officers of the Board of Directors including any executive officer of the corporation c approval of all long-range and short-range plans proposed by the Board of Directors d approval of the annual capital and operating budgets proposed by the Board of Directors e approval of the borrowing of funds where the amount borrowed is in excess of Five Hundred Thousand Dollars 500,000 f approval of the sale, lease, exchange, mortgage, pledge or disposal of all or substantially all of the property and assets g approval of all amendments to or repeal of the Agreement Association or the Bylaws of the corporation h all other rights and powers as specified in the Washington Nonprofit Corporation Act. |
| Form 990, Part VI, Section B, Line 11b | The Virginia Mason Health System Audit and Compliance Committee ACC, a committee composed of independent community members has been delegated responsibility for oversight of the annual Form 990 preparation process including a selection, engagement, and review of the performance of the independent tax preparer b review of the annual draft Form 990 tax return, and c recommendation of the final Form 990 tax return for review to the BRI Board of Directors. Annually, at the September meeting, management and the tax preparer provides ACC with an initial draft of the Form 990 and present an overview of the Form 990 preparation process. The final draft Form 990 is reviewed and approved by the ACC in November followed by a Board review of the final Form 990 prior to filing. The final Form 990 tax return is provided to each member of the Board of Directors via electronic delivery. |
| Form 990, Part VI, Section B, Line 12c | The Virginia Mason Health System Governance Committee has been delegated accountability for oversight of the process for disclosure, evaluation and management of conflict of interest involving any member of the Benaroya Research Institute at Virginia Mason BRI Board of Directors, executive leadership or key employees Covered Person. Pursuant to the Conflict of Interest Policy, an annual conflict of interest questionnaire is distributed to all Covered Persons. In addition, a Covered Person has an on-going duty to disclose the existence of a conflict of interest at any time an actual or potential conflict arises. Each Covered Person is required upon appointment and annually thereafter to attest to a statement that affirms that such person has a received a copy of the Conflict of Interest Policy b has read and understands the Policy c has agreed to comply with the Policy and d understands that BRI is a charitable organization and that in order to maintain its federal tax exemption must engage in activities that accomplish its tax-exempt purposes. Written disclosures are reviewed by the Governance Committee to determine if an actual or potential conflict of interest exists and if so, how it should be managed. The Covered Person is informed in writing regarding the determination the Conflict of Interest Management Plan. No Covered Person with an actual or potential conflict of interest shall engage in an activity on BRIs behalf related to the disclosed actual or potential Conflict of Interest unless such activity is permitted by the Conflict of Interest Management Plan or until the Covered Person has undertaken all steps set forth in the Management Plan to manage, reduce or eliminate the conflict. All Covered Persons have a duty to disclose the existence of any actual or potential conflict of interest with respect to meeting agenda items. The Conflict of Interest Policy requires that copies of the Conflict of Interest Questionnaires be completed annually by each Covered Person any any Conflict of Interest Management Plan be maintained. |
| Form 990, Part VI, Section B, Line 15 | The VMHS Compensation and Benefits Board Committee, a committee composed solely of independent directors none of whom have a conflict of interest, is accountable for setting reasonable total compensation packages for each executive, officer and key employee Executive consistent with VMHS/BRIs philosophy and principles. The Committee approves annual goals and performance criteria which are used in determining merit increases and variable compensation opportunities. The Committee assesses performance against these goals. The Committee selects and engages a qualified independent compensation consultant to review and analyze the total compensation and benefits packages of the Executives. The Committee as part of its analysis obtains from the compensation consultant appropriate comparability data including total compensation paid by similarly situated organizations for positions that are functionally comparable to each of the Executives. The Committee will consider the significant terms of the agreement with each Executive including the total compensation to be paid and the employees duties and responsibilities. Consistent with VMHS/BRIs compensation philosophy and principles, the Committee approves total compensation packages for each of the Executives based on information presented to the Committee, reasonableness and the best interest of BRI. The Committees decisions regarding compensation for each Executive are documented in written resolutions and minutes of the Committee. The Committee promptly reports its actions to the VMHS board which reports are reflected in the Boards minutes. The individual positions who were reviewed in 2013 were the Board Director, Carla Greenbaum, and Vice President, Research Executive Director and Chief Financial Officer. |
| Form 990, Part VI, Section C, Line 19 | The organizations Articles, Bylaws, Conflict of Interest Policy and financial statements are made available upon request. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Virginia Mason Health System (VMHS) | |||||||||||
| 1100 Ninth Ave | Seattle | WA | 98101 | 911351110 | Fundraising | WA | Sec 501c3 | 7-Support General Pu | N/A | Yes (true) | |
| Virginia Mason Medical Center | |||||||||||
| 1100 Ninth Ave | Seattle | WA | 98101 | 910565539 | Health Care | WA | Sec 501c3 | 3-Hospital | false | VMHS | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (true) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Affiliated Group Schedule AffiliatedGroupSchedule
Affiliated Schedule AffiliatedScheduleGrp (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Total Grassroots LobbyTotalGrassrootsLobbyAmt | Total Direct LobbyTotalDirectLobbyAmt | Total Lobby ExpenditureTotalLobbyExpenditureAmt | Other Exempt Purpose ExpendOtherExemptPurposeExpendAmt | Total Exempt Purpose ExpendTotalExemptPurposeExpendAmt | Lobby NontxLobbyNontxAmt | Grassroots NontxGrassrootsNontxAmt | Total Lobby Grssroot Mns NontxTotalLobbyGrssrootMnsNontxAmt | Tot Lbby Expend Mns Lobby NontxTotLbbyExpendMnsLobbyNontxAmt | Share Excess Lobby ExpendShareExcessLobbyExpendAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Benaroya Research Institute at Virginia Mason | ||||||||||||||
| 1201 Ninth Avenue | Seattle | WA | 981012795 | 910653422 | $0 | $0 | $0 | $45,391,115 | $45,391,115 | $44,689 | $11,172 | $0 | $0 | $0 |
| Virginia Mason Health System | ||||||||||||||
| 1100 Ninth Avenue | Seattle | WA | 98101 | 911351110 | $0 | $0 | $0 | $15,340,826 | $15,340,826 | $15,104 | $3,776 | $0 | $0 | $0 |
| Virginia Mason Institute | ||||||||||||||
| 1100 Ninth Avenue | Seattle | WA | 98101 | 263763656 | $0 | $0 | $0 | $3,545,340 | $3,545,340 | $3,490 | $873 | $0 | $0 | $0 |
| Virginia Mason Medical Center | ||||||||||||||
| 1100 Ninth Avenue | Seattle | WA | 98101 | 910565539 | $114,035 | $8,000 | $122,035 | $951,313,623 | $951,435,658 | $936,717 | $234,179 | $0 | $0 | $0 |