LOVELACE BIOMEDICAL RESEARCH INSTITUTE: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- LOVELACE BIOMEDICAL RESEARCH INSTITUTE (EIN 85-0110669)
- Tax period
- 2011-10-01 to 2012-09-30
- Filed
- 2013-04-08
- IRS object ID
- 201330989349300608
- Schema version
- 2011v1.5
- 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 J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-04-08T12:51:22-05:00 | Timestamp |
| Tax Period End Date | 2012-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 910189318 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6100 UPTOWN BLVD NE STE 400 | AddressLine1 |
| City | ALBUQUERQUE | City |
| State | NM | State |
| ZIP Code | 87110 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 850110669 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOVELACE RESPIRATORY RESEARCH INSTITUTE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LOVE | NameControl |
| Phone | 5053489383 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2425 RIDGECREST DRIVE SE | AddressLine1 |
| City | ALBUQUERQUE | City |
| State | NM | State |
| ZIP Code | 87108 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RICHARD MCGIVNEY | Name |
| Title | CHIEF FINANCIAL OFFICER | Title |
| Phone | 5053489383 | Phone |
| Date Signed | 2013-04-02 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ANTHONY W ROYLE | Name |
| PTIN | P00627895 | PTIN |
| Phone | 5058787200 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | RICHARD MCGIVNEY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2425 RIDGECREST DRIVE SE | AddressLine1 |
| City | ALBUQUERQUE | City |
| State | NM | State |
| ZIP Code | 87108 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 57499530 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.LRRI.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1965 | YearFormation |
| State Legal Domicile | NM | StateLegalDomicile |
| Activity Or Mission Description | THE LOVELACE RESPIRATORY RESEARCH INSTITUTE (LRRI) IS A PRIVATE, BIOMEDICAL RESEARCH ORGANIZATION DEDICATED TO IMPROVING PUBLIC HEALTH THROUGH RESEARCH ON THE PREVENTION, TREATMENT AND CURE OF RESPIRATORY DISEASE. LRRI IS COMMITTED TO CURING RESPIRATORY DISEASES THROUGH RESEARCH AIMED AT UNDERSTANDING THEIR CAUSES AND BIOLOGICAL MECHANISMS; ASSESSING AND ELIMINATING EXPOSURES TO RESPIRATORY HEALTH HAZARDS; AND DEVELOPING IMPROVED THERAPEUTICS, VACCINES, AND DIAGNOSTICS. LOVELACE BIOMEDICAL AND ENVIRONMENTAL RESEARCH INSTITUTE (LBERI) IS A WHOLLY OWNED SUBSIDIARY OF LOVELACE RESPIRATORY RESEARCH INSTITUTE (LRRI). LRRI MANAGES ALL GOVERNMENT CONTRACTS FOR LBERI. LBERI OFFERS CAPABILITIES FOR RESEARCH, DEVELOPMENT, TESTING, AND EVALUATION (RDT&E) TO PROVIDE IMPROVED MEDICAL COUNTERMEASURES AGAINST CHEMICAL, BIOLOGICAL, RADIOLOGICAL, NUCLEAR (CBRN), EMERGING, AND ENVIRONMENTAL THREATS. LRRI IS BASED IN ALBUQUERQUE, NEW MEXICO, EMPLOYS 1200 PEOPLE, AND IS A $125 MILLION COMPANY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 20 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 19 | NbrIndependentVotingMembers |
| Total Nbr Employees | 121 | TotalNbrEmployees |
| Total Nbr Volunteers | 19 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 46635895 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 39436904 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 10822270 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 9633052 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 825291 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1340108 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 17160 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1469474 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 58300616 | TotalRevenuePriorYear |
| Total Revenue Current Year | 51879538 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 38932613 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 43423748 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 5420040 | OtherExpensePriorYear |
| Other Expenses Current Year | 6275632 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 44352653 | TotalExpensesPriorYear |
| Total Expenses Current Year | 49699380 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 13947963 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 2180158 | RevenuesLessExpensesCY |
| Total Assets BOY | 113814013 | TotalAssetsBOY |
| Total Assets EOY | 124569232 | TotalAssetsEOY |
| Total Liabilities BOY | 31408122 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 30600521 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 82405891 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 93968711 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE LOVELACE RESPIRATORY RESEARCH INSTITUTE (LRRI) IS A PRIVATE, BIOMEDICAL RESEARCH ORGANIZATION DEDICATED TO IMPROVING PUBLIC HEALTH THROUGH RESEARCH ON THE PREVENTION, TREATMENT AND CURE OF RESPIRATORY DISEASE. LRRI IS COMMITTED TO CURING RESPIRATORY DISEASES THROUGH RESEARCH AIMED AT UNDERSTANDING THEIR CAUSES AND BIOLOGICAL MECHANISMS; ASSESSING AND ELIMINATING EXPOSURES TO RESPIRATORY HEALTH HAZARDS; AND DEVELOPING IMPROVED THERAPEUTICS, VACCINES, AND DIAGNOSTICS. LOVELACE BIOMEDICAL AND ENVIRONMENTAL RESEARCH INSTITUTE (LBERI) IS A WHOLLY OWNED SUBSIDIARY OF LOVELACE RESPIRATORY RESEARCH INSTITUTE (LRRI). LRRI MANAGES ALL GOVERNMENT CONTRACTS FOR LBERI. LBERI OFFERS CAPABILITIES FOR RESEARCH, DEVELOPMENT, TESTING, AND EVALUATION (RDT&E) TO PROVIDE IMPROVED MEDICAL COUNTERMEASURES AGAINST CHEMICAL, BIOLOGICAL, RADIOLOGICAL, NUCLEAR (CBRN), EMERGING, AND ENVIRONMENTAL THREATS. LRRI IS BASED IN ALBUQUERQUE, NEW MEXICO, EMPLOYS 1200 PEOPLE, AND IS A $125 MILLION COMPANY. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 41434244 | Expense |
| Revenue | 9633052 | Revenue |
| Description | MEDICAL RESEARCH AND EDUCATIONAL ACTIVITY IN THE AREAS OF BASIC BIOMEDICAL RESEARCH, HEALTH AND POPULATION STUDIES, PRIMARILY IN RESPIRATORY DISEASES SUCH AS ASTHMA, COPD, ALLERGY AND TOXIC EFFECTS OF ENVIRONMENTAL FACTORS. | Description |
| Total Program Service Expense | 41434244 | 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 | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | 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 | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 1 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 1 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 193 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 121 | 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 |
| 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 | 20 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 19 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | NM | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | RICHARD MCGIVNEY CFO | NamePerson |
| Telephone Number | 5053489389 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2425 RIDGECREST DRIVE SE | AddressLine1 |
| City | ALBUQUERQUE | City |
| State | NM | State |
| ZIP Code | 87108 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (31 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 |
|---|---|---|---|---|---|---|---|---|
| FRANK BOND | ||||||||
| VICE CHAIR & CHAIR NOMINATING COMMITTEE | 2.00 | X | X | 0 | 0 | 0 | ||
| JACQUELINE LOVELACE JOHNSON | ||||||||
| CHAIR | 2.00 | X | X | 0 | 0 | 0 | ||
| JUDY JONES | ||||||||
| SECRETARY | 2.00 | X | X | 0 | 0 | 0 | ||
| DR ROBERT RUBIN | ||||||||
| PRESIDENT | 40.00 | X | X | 618895 | 0 | 79755 | ||
| JAMES SWENBERG DVM PHD | ||||||||
| VICE CHAIR & CHAIR RESEARCH PROGRAM OVERSIGNT COMM | 2.00 | X | X | 0 | 0 | 0 | ||
| W PHELPS ANDERSON | ||||||||
| BOARD OF DIRECTORS | 2.00 | X | 0 | 0 | 0 | |||
| AUGUSTINE CHOI MD | ||||||||
| BOARD OF DIRECTORS | 2.00 | X | 0 | 0 | 0 | |||
| NORMAN CORZINE | ||||||||
| BOARD OF DIRECTORS | 2.00 | X | 0 | 0 | 0 | |||
| JANE DELGADO PHD | ||||||||
| BOARD OF DIRECTORS | 2.00 | X | 0 | 0 | 0 | |||
| MAJOR GENERAL JOHN DOESBURG | ||||||||
| BOARD OF DIRECTORS | 2.00 | X | 0 | 0 | 0 | |||
| GREGORY DOWNEY MD | ||||||||
| BOARD OF DIRECTORS | 2.00 | X | 0 | 0 | 0 | |||
| DAVID DURGIN | ||||||||
| BOARD OF DIRECTORS | 2.00 | X | 0 | 0 | 0 | |||
| SARA EASTERSON-BOND MFA | ||||||||
| BOARD OF DIRECTORS | 2.00 | X | 0 | 0 | 0 | |||
| JOE FULCHER | ||||||||
| BOARD OF DIRECTORS | 2.00 | X | 0 | 0 | 0 | |||
| JACK MCCARTHY MD | ||||||||
| BOARD OF DIRECTORS | 2.00 | X | 0 | 0 | 0 | |||
| CATHERINE SELLMAN | ||||||||
| BOARD OF DIRECTORS | 2.00 | X | 0 | 0 | 0 | |||
| JOHN SHELTON | ||||||||
| BOARD OF DIRECTORS | 2.00 | X | 0 | 0 | 0 | |||
| CHRISTOPHER SPENCER CPA | ||||||||
| BOARD OF DIRECTORS | 2.00 | X | 0 | 0 | 0 | |||
| PAMELA SULLIVAN | ||||||||
| BOARD OF DIRECTORS | 2.00 | X | 0 | 0 | 0 | |||
| MELVIN TWIEST | ||||||||
| BOARD OF DIRECTORS | 2.00 | X | 0 | 0 | 0 | |||
| FRANCES FELPS-LAUR | ||||||||
| RECORDING/ASSISTANT SECRETARY | 40.00 | X | 92045 | 0 | 19276 | |||
| RICHARD MCGIVNEY | ||||||||
| CHIEF FINANCIAL OFFICER | 40.00 | X | 219712 | 0 | 34390 | |||
| CHERYL DEVAUL | ||||||||
| CHIEF HUMAN RESOURCES OFFICER | 40.00 | 200530 | 0 | 27330 | X | |||
| MATTHEW REED | ||||||||
| DIRECTOR PRECLINICAL DRUG DEVELOPMENT/SCIENTIST | 40.00 | 179941 | 0 | 30938 | X | |||
| CHESTER LEACH JR | ||||||||
| SCIENTIST EMERITUS | 40.00 | 178542 | 0 | 8509 | X | |||
| CHRISTOPHER MERRIAM-LEITH | ||||||||
| DIRECTOR OF BUSINESS AFFAIRS | 40.00 | 162933 | 0 | 13838 | X | |||
| LORETTA GUERRA | ||||||||
| DIRECTOR HUMAN RESOURCES | 40.00 | 153946 | 0 | 20415 | X | |||
| GARY LARUE | ||||||||
| CORPORATE CONTROLLER | 40.00 | 143472 | 0 | 26856 | X | |||
| WILLIAM BECHTOLD | ||||||||
| DIRECTOR TECHNOLOGY TRANSFER | 40.00 | 144236 | 0 | 24615 | X | |||
| RACHEL BLEA | ||||||||
| DIRECTOR OF ITS | 40.00 | 120467 | 0 | 20064 | X | |||
| NANCY CROWLEY | ||||||||
| SENIOR PROGRAMMING ANALYST | 40.00 | 118766 | 0 | 12879 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2333485 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 318865 | TotalOtherCompensation |
| Number Individuals GT100 K | 11 | 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 |
|---|---|---|---|---|---|
| ERNST & YOUNG | |||||
| LOCKBOX 1867-PO BOX 8500 101 NIND | PHILADELPHIA | PA | 19106 | CONSULTING | 977108 |
| EVCO PARTNERS LP DBA BURGOON COMPANY | |||||
| PO BOX 1168 | GALVASTON | TX | 77553 | EQUIPMENT AND SUPPLIES | 336518 |
| QUALITY MANAGEMENT SERVICES LLC | |||||
| 5235 WESTVIEW DRIVE STE 100 | FREDERICK | MD | 21703 | TRAINING | 248590 |
| PRECISION X-RAY | |||||
| 15 COMMERCE DRIVE | N BRANFORD | CT | 06471 | EQUIPMENT | 170171 |
| SEMFIN GROUP LLC | |||||
| 6888 ELM STREET SUITE 100 | MCLEAN | VA | 22101 | CONSULTING | 145248 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| Government Grants | 39433448 | GovernmentGrants |
| All Other Contributions | 3456 | AllOtherContributions |
| Total Contributions | 39436904 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BIOMEDICAL RESEARCH | Description |
| Business Code | 541700 | BusinessCode |
| Total Revenue Column | 9633052 | TotalRevenueColumn |
| Related Or Exempt Function Income | 9633052 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 9633052 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 789913 | TotalRevenueColumn |
| Exclusion | $789,913 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 61222 | TotalRevenueColumn |
| Exclusion | $61,222 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 32000 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 32000 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 6138187 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 5587992 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 550195 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 550195 | TotalRevenueColumn |
| Exclusion | $550,195 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| HIGH WAGE TAX CREDIT | 900099 | 1394088 | $1,394,088 |
| OTHER INCOME REBATES | 900099 | 14164 | $14,164 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 1408252 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 51879538 | TotalRevenueColumn |
| Related Or Exempt Function Income | 9633052 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $2,809,582 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1806416 | Total |
| Program Services | 1611676 | ProgramServices |
| Management And General | 194740 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29576689 | Total |
| Program Services | 26388189 | ProgramServices |
| Management And General | 3188500 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2871667 | Total |
| Program Services | 2562088 | ProgramServices |
| Management And General | 309579 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6587431 | Total |
| Program Services | 5036826 | ProgramServices |
| Management And General | 1550605 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2581545 | Total |
| Program Services | 2303243 | ProgramServices |
| Management And General | 278302 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 488400 | Total |
| Management And General | 488400 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 140597 | Total |
| Management And General | 140597 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 66873 | Total |
| Management And General | 66873 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 85930 | Total |
| Program Services | 53892 | ProgramServices |
| Management And General | 32038 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 113933 | Total |
| Management And General | 113933 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 85919 | Total |
| Management And General | 85919 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32620 | Total |
| Management And General | 32620 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1174855 | Total |
| Program Services | 779673 | ProgramServices |
| Management And General | 395182 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 388121 | Total |
| Management And General | 388121 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2303466 | Total |
| Program Services | 1925026 | ProgramServices |
| Management And General | 378440 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 528074 | Total |
| Management And General | 528074 | ManagementAndGeneral |
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CORPORATE ALLOCATION | Description |
| Total | 866844 | Total |
| Program Services | 773631 | ProgramServices |
| Management And General | 93213 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 49699380 | Total |
| Program Services | 41434244 | ProgramServices |
| Management And General | 8265136 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 653796 | BOY |
| EOY | 1127081 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1332590 | BOY |
| EOY | 275527 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5036293 | BOY |
| EOY | 5099696 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -136795 | BOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 438537 | BOY |
| EOY | 598850 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 24282570 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 11865972 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12910939 | BOY |
| EOY | 12416598 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38694369 | BOY |
| EOY | 42442727 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 54884284 | BOY |
| EOY | 62608753 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 113814013 | BOY |
| EOY | 124569232 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9550556 | BOY |
| EOY | 8258828 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2183615 | BOY |
| EOY | 1331908 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13519221 | BOY |
| EOY | 8095796 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5600411 | BOY |
| EOY | 12134010 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 554319 | BOY |
| EOY | 779979 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31408122 | BOY |
| EOY | 30600521 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 82405891 | BOY |
| EOY | 93968711 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 82405891 | BOY |
| EOY | 93968711 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 113814013 | BOY |
| EOY | 124569232 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 2180158 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 9382662 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6058324 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2460553 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1035959 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 46635895 | CurrentTaxYearMinus1Year |
| Current Tax Year | 39436904 | CurrentTaxYear |
| Total | 95627635 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6058324 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2460553 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1035959 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 46635895 | CurrentTaxYearMinus1Year |
| Current Tax Year | 39436904 | CurrentTaxYear |
| Total | 95627635 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 1250458 | AmountsSubstContributorsTotal |
| Public Support Total170 | 94377177 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1285659 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1981756 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 945657 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 632710 | CurrentTaxYearMinus1Year |
| Current Tax Year | 883135 | CurrentTaxYear |
| Total | 5728917 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 100742 | CurrentTaxYearMinus4Years |
| Total | 100742 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 232166 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus2 Years | 116638 | CurrentTaxYearMinus2Years |
| Current Tax Year | 1408252 | CurrentTaxYear |
| Total | 1757056 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 103214350 | TotalSupport |
| Gross Receipts From Admissions Etc | 86050778 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.91440 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.85120 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| General Explanation | SCHEDULE A, PART IV, SUPPLEMENTAL INFORMATION: SCHEDULE A, PART II, LINE 10, EXPLANATION FOR OTHER INCOME: MISCELLANEOUS | GeneralExplanation |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule 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 | 1 | DirectContactLegislators |
| Direct Contact Legislators | $66,873 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 0 | OtherActivities |
| Total Lobbying Expenditures IIB | 66873 | 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 | THE ORGANIZATION'S LOBBYING ACTIVITIES ARE PRIMARILY FOR THE PURPOSE OF OBTAINING AND MAINTAINING THEIR GOVERNMENTAL FUNDING SOURCES. | Explanation |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 104544 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 106912 | OtherCostOrOtherBasis |
| Book Value | 211456 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 13019197 | OtherCostOrOtherBasis |
| Depreciation | 6788205 | Depreciation |
| Book Value | 6230992 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 6392274 | OtherCostOrOtherBasis |
| Depreciation | 1797212 | Depreciation |
| Book Value | 4595062 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4128354 | OtherCostOrOtherBasis |
| Depreciation | 3280555 | Depreciation |
| Book Value | 847799 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 531289 | OtherCostOrOtherBasis |
| Book Value | 531289 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 12416598 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (7 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| BOND ISSUANCE COST | 113288 |
| INTERCOMPANY RECEIVABLE | 56749377 |
| INVESTMENT IN LSR | -911216 |
| NON-COMPETE & GOODWILL | 1485132 |
| DEFERRED COMP 457(B) & 457(F) | 779979 |
| SSA OTHER ASSET | 8421 |
| AFFILIATION - MRN ASSET PURCHASE | 4383772 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 62608753 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DEFERRED COMP 457(B) AND 457(F) | Description |
| Amount | $779,979 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 779979 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X: | ReturnReference |
| Explanation | AS OF SEPTEMBER 30, 2012 AND 2011, THE COMPANY PERFORMED A REVIEW OF ITS MATERIAL TAX POSITIONS IN ACCORDANCE WITH RECOGNITION AND MEASUREMENT STANDARDS ESTABLISHED BY US GAAP. AS A RESULT OF THIS REVIEW, LRRI, LBERI AND MRN QUALIFIED AS TAX EXEMPT ORGANIZATIONS UNDER 501(C)(3) OF THE IRC AND HAD NO UNREPORTED INCOME DERIVED FROM UNRELATED BUSINESS ACTIVITIES AND DID NOT IDENTIFY ANY ENTITY LEVEL TAX POSITIONS FOR LRRI, LBERI, MRN, LSR, ALIVE OR SSA THAT WOULD NOT MEET THE MORE-LIKELY-THAN-NOT THRESHHOLD. THE COMPANY FILES TAX RETURNS AS PRESCRIBED BY THE TAX LAWS OF THE JURISDICTIONS IN WHICH IT OPERATES. IN THE NORMAL COURSE OF BUSINESS, THE COMPANY IS SUBJECT TO EXAMINATION BY FEDERAL, STATE, LOCAL AND FOREIGN JURISDICTIONS, WHERE APPLICABLE. AS OF SEPTEMBER 30, 2012, THE TAX YEARS THAT REMAIN SUBJECT TO EXAMINATION BY THE MAJOR TAX JURISDICTIONS UNDER THE STATUTE OF LIMITATIONS ARE FROM THE YEAR ENDED SEPTEMBER 30, 2008 AND FORWARD. THE COMPANY RECOGNIZES INTEREST ACCRUED RELATED TO UNRECOGNIZED TAX BENEFITS IN INTEREST EXPENSE AND PENALTIES IN OPERATING EXPENSES. THERE WERE NO SUCH INTEREST OR PENALTIES RECORDED FOR THE YEARS ENDED SEPTEMBER 30, 2012 AND 2011. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| 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 | 1 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (9 entries)
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DR ROBERT RUBIN | |||||||||||||
| 510208 | 0 | 85000 | 0 | 23687 | 0 | 66048 | 0 | 13707 | 0 | 698650 | 0 | 0 | 0 |
| RICHARD MCGIVNEY | |||||||||||||
| 200779 | 0 | 16000 | 0 | 2933 | 0 | 21607 | 0 | 12783 | 0 | 254102 | 0 | 0 | 0 |
| CHERYL DEVAUL | |||||||||||||
| 168071 | 0 | 30000 | 0 | 2459 | 0 | 19407 | 0 | 7923 | 0 | 227860 | 0 | 0 | 0 |
| MATTHEW REED | |||||||||||||
| 171434 | 0 | 7500 | 0 | 1007 | 0 | 17752 | 0 | 13186 | 0 | 210879 | 0 | 0 | 0 |
| CHESTER LEACH JR | |||||||||||||
| 43829 | 0 | 134614 | 0 | 99 | 0 | 0 | 0 | 8509 | 0 | 187051 | 0 | 0 | 0 |
| CHRISTOPHER MERRIAM-LEITH | |||||||||||||
| 136687 | 0 | 10000 | 0 | 16246 | 0 | 1599 | 0 | 12239 | 0 | 176771 | 0 | 0 | 0 |
| LORETTA GUERRA | |||||||||||||
| 118652 | 0 | 25000 | 0 | 10294 | 0 | 14111 | 0 | 6304 | 0 | 174361 | 0 | 0 | 0 |
| GARY LARUE | |||||||||||||
| 131500 | 0 | 10000 | 0 | 1972 | 0 | 14362 | 0 | 12494 | 0 | 170328 | 0 | 0 | 0 |
| WILLIAM BECHTOLD | |||||||||||||
| 127412 | 0 | 15000 | 0 | 1824 | 0 | 13927 | 0 | 10688 | 0 | 168851 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| PART I, LINE 1A | THE GROSS UP PAYMENT WAS FOR RELOCATION PROVIDED TO TWO KEY EMPLOYEES DURING THE FISCAL YEAR AND IS INCLUDED AS TAXABLE WAGES IN THE W-2. IT ALSO INCLUDES A GROSS UP PAYMENT TO COVER TAXES PAID FOR DR. RUBIN'S 457F PLAN. |
| PART I, LINE 4B | DR. RUBIN 457(F) PLAN - CONTRIBUTION IS $42,167 |
| PART I, LINE 7 | BONUSES ARE AWARDED ANNUALLY. MANAGEMENT IS PROVIDED AN AMOUNT, APPROVED BY THE BOARD, TO PAY IN ANNUAL BONUS. BONUS PAYMENTS ARE REVIEWED AND APPROVED BY THE EMPLOYEE'S DIRECT SUPERVISOR, HUMAN RESOURCES, CHRO AND CEO. CEO BONUS IS ESTABLISHED BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEW MEXICO HOSPITAL EQUIPMENT LOAN COUNCIL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 850426875 | IssuerEIN |
| Date Issued | 2009-06-01 | DateIssued |
| Issue Price | 11000000 | IssuePrice |
| Description Of Purpose | RETIRE 2000A DEBT FACILITIES CONSTRUCTION | 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) |
|---|---|---|
| Issuance Costs From Proceeds | 125000 | IssuanceCostsFromProceeds |
| Working Capital Expenditures | 5175000 | WorkingCapitalExpenditures |
| Capital Expenditures | 5700000 | CapitalExpenditures |
| Other Spent Proceeds | 411990 | OtherSpentProceeds |
| Year Of Subst Completion | 2010 | YearOfSubstCompletion |
| Current Refunding | 1 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 0 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| 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 |
| Post Issuance Compliance Procdrs | 1 | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | 1 | Form8038TFiled |
| 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 |
| Exception To Rebate | 0 | ExceptionToRebate |
Form990 Schedule K Part VI Form990ScheduleKPartVI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE K, PART V | Identifier |
| Explanation | THE ORGANIZATION IS IN THE PROCESS OF FINALIZING WRITTEN PROCEDURES TO ENSURE THAT THE VIOLATIONS OF THE FEDERAL TAX REQUIREMENTS ARE TIMELY IDENTIFIED AND CORRECTED THROUGH THE VOLUNTARY CORRECTIVE ACTION PROGRAM IF SELF-REMEDIATION IS NOT AVAILABLE UNDER APPLICABLE REGULATIONS. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS PRESENTED IN DRAFT FORM TO THE AUDIT AND COMPENSATION COMMITTEE AND TO THE FULL BOARD FOR REVIEW PRIOR TO SUBMISSION. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION HAS A CODE OF CONDUCT THAT ADDRESSES CONFLICTS OF INTEREST. IT IS PRESENTED TO THE BOARD ANNUALLY. ADDITIONALLY, ALL EMPLOYEES, INCLUDING OFFICERS ARE REQUIRED TO READ AND ACKNOWLEDGE THE CODE ANNUALLY. IN ADDITION, IF A CONFLICT ARISES, THE CONFLICTED INDIVIDUAL RECUSES HIMSELF FROM VOTING ON THE ISSUE. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ORGANIZATION'S AUDIT AND COMPENSATION COMMITTEES RECEIVE COMPENSATORY RECOMMENDATION FROM HUMAN RESOURCES AND FROM MANAGEMENT AS TO: 1. PERCENT BASE SALARY INCREASE FOR THE ORGANIZATION AS A WHOLE WITH TARGETS AND DOLLAR AMOUNT OF IMPACT ARE PRESENTED TO AND APPROVED BY THE AUDIT AND COMPENSATION COMMITTEE. 2. TARGET AMOUNT OF BONUS COMPENSATION FOR THE ENTIRE ORGANIZATION AND DOLLAR IMPACT ARE PRESENTED AND APPROVED BY THE AUDIT AND COMPENSATION COMMITTEE. 3. CEO COMPENSATION (BASE, BONUS AND DEFERRED COMPENSATION) IS REVIEWED TO MARKET VALUE FOR SIMILAR POSITIONS IN THE INDUCTRY AND APPROVED BY THE AUDIT AND COMPENSATION COMMITTEE. THIS PROCESS IS DOCUMENTED. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. THE PUBLIC DISCLOSURE COPY OF THE FORM 990 IS ALSO AVAILABLE VIA GUIDESTAR AND AT THE NEW MEXICO PUBLIC REGULATORY COMMISSION CHARITABLE ORGANIZATION REGISTRATION SYSTEM (NM-COROS). | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED GAINS ON INVESTMENTS: 4,919,671. INCOME FROM SUBSIDIARY (LSR) 79,219. AFFILIATION - MRN ASSET PURCHASE 4,383,772. TOTAL TO FORM 990, PART XI, LINE 5: 9,382,662. | CHANGES IN NET ASSETS OR FUND BALANCES: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANDIA STAFFING ALLIANCE LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6301 INDIAN SCHOOL RD NE SUITE 204 | AddressLine1 |
| City | ALBUQUERQUE | City |
| State | NM | State |
| ZIP Code | 87110 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 320210366 | EIN |
| Primary Activities | RESEARCH AUGMENTATION | PrimaryActivities |
| Legal Domicile State | NM | LegalDomicileState |
| Total Income | 39433448 | TotalIncome |
| EOY Assets | 5249264 | EOYAssets |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOVELACE RESPIRATORY RESEARCH INSTITUTE | BusinessNameLine1 |
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| LOVELACE BIOMEDICAL AND ENVIRONMENTAL RESEARCH INSTITUTE | ||||||||||
| 2425 RIDGECREST DRIVE SE | ALBUQUERQUE | NM | 87108 | 510154068 | BASIC AND APPLIED RESEARCH | NM | 501(C)(3) | 7 | LOVELACE RESPIRATORY RESEARCH INSTITUTE | 1 |
| THE MIND RESEARCH NETWORK | ||||||||||
| 1101 YALE BLVD NE | ALBUQUERQUE | NM | 87106 | 850457562 | NEUROSCIENTIFIC RESEARCH | NM | 501(C)(3) | 7 | LOVELACE RESPIRATORY RESEARCH INSTITUTE | 1 |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOVELACE SCIENTIFIC RESOURCES | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2441 RIDGECREST DR SE | AddressLine1 |
| City | ALBUQUERQUE | City |
| State | NM | State |
| ZIP Code | 87108 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 850357767 | EIN |
| Primary Activity | CLINICAL TRIALS AND OTHER MEDICAL SERVICES | PrimaryActivity |
| Legal Domicile State | NM | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOVELACE RESPIRATORY RESEARCH INSTITUTE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Entity | C | TypeOfEntity |
| Share Of Total Income | 2326651 | ShareOfTotalIncome |
| Share Of EOY Assets | 2912718 | ShareOfEOYAssets |
| Percentage Ownership | 1.00000 | PercentageOwnership |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 1 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 1 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 1 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (3 entries)
| Amount InvolvedAmountInvolved |
|---|
| LOVELACE SCIENTIFIC RESOURCES (1 - I M N O P) |
| 2016995 |
| SANDIA STAFFING ALLIANCE (1 - ADIMNOP) |
| 998907 |
| LOVELACE BIOMEDICAL AND ENVIRONMENTAL RESEARCH INSTITUTE (1 - ADIMNOP |
| 122076010 |