2012-03-01T17:31:59-07:00 2011-06-30 990 2010-07-01 730580274 OKLAHOMA MEDICAL RESEARCH FOUNDATION OKLA 4052717421 825 NE 13th Street Oklahoma City OK 73104 Tim Hassen 4052717421 2012-03-01 2010 2016-02-24 21:20:13Z Tim Hassen 825 NE 13th Street Oklahoma City OK 73104 76384341 0 X www.omrf.org X 1946 OK OMRF is dedicated to developing a better understanding of and more effective treatments for human disease. 82 82 586 0 0 0 69877368 69070646 0 0 4095779 3564901 3022175 3238492 76995322 75874039 0 0 0 0 32395277 32755996 0 0 1712225 28754133 34164943 61149410 66920939 15845912 8953100 365771140 388445536 80149323 66940258 285621817 321505278 OMRF is dedicated to developing a better understanding of and more effective treatments for human disease. 0 0 14151481 0 12678364 Arthritis and Clinical Immunology - With the addition of OMRF's Multiple Sclerosis Center of Excellence, his program underwent a major expansion in 2011. The MS Center is home to a research clinic that treats thousands of Oklahomans suffering from MS and will serve as the keystone of OMRF's expanded clinical research efforts. With this newest addition to OMRF's Autoimmune Disease Institute, OMRF now has major clinical research initiatives in four different diseases in which the body turns the weapons of its immune system against itself: lupus, MS, rheumatoid arthritis and Sjogren's syndrome. Indeed, those efforts were further bolstered in 2011 when OMRF received a five-year grant from the National Institutes of Health to create the Oklahoma Sjogren's Syndrome Center of Research Translation. That Center, which will be part of the Autoimmune Disease Institute, will focus on developing new ways to diagnose and treat Sjogren's, an illness estimated to affect as many as 4 million Americans. 5630591 0 5725430 Cardiovascular Biology - In 2011, OMRF's cardiovascular biologists continued their focus on sepsis, a deadly blood poisoning that can strike quickly and kill mercilessly. The illness claims more than 100,000 American lives each year, and in 2011 OMRF scientists secured a new grant from the National Institutes of Health to examine new treatment strategies for sepsis. Working with scientists at the University of Pennsylvania, they will test a therapeutic agent they believe will avoid tissue damage and organ failure, ultimately saving lives. This past year, scientists in this program also made new insights that could help fight cancer. Their work showed how a family of proteins known as epsins might be used to prevent the growth of cancer cells. And they also made new insights about the role a molecule called MicroRNA 19 plays in cancer's movement. If researchers can increase MicroRNA 19 levels in patients with certain cancers, it could slow or even stop the spread of the disease to other parts of the body. 3628794 0 2854530 Immunobiology and Cancer - Immunobiology and Cancer Immunologists at OMRF made a series of novel findings about influenza and vaccinations. Chief among these discoveries were studies showing that African-Americans form more effective responses to the flu vaccine than European-Americans and that routine flu shots may provide added benefits against new strains of the virus, such as so-called swine flu, that may arise. As the potential for an influenza pandemic remains a major concern for public health authorities, OMRF scientists continue to move ahead with efforts to develop a deeper understanding of and more ways to effectively combat this virus. Developmental biologists in this program also made an unexpected finding when they added a new gene to lab mice. They found that the gene (known technically as PDGRFbeta) blocked certain types of fat production. The research could hold the key to understanding how humans create fat-and whether a drug might one day stop this process. 36669954 0 12661149 Other Program Services 36669954 0 12661149 60080820 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 1 1 1 1 0 0 0 0 0 0 0 0 0 1 117 0 1 586 1 0 0 0 0 0 0 0 0 0 1 0 X 82 82 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OK X X X Tim Hassen 4052714121 825 NE 13th Street Oklahoma City OK 73104 Allen Greg S 1 X 0 0 0 Anoatubby Bill 1 X 0 0 0 Bass Jim 1 X 0 0 0 Bell Sharon 1 X 0 0 0 Benbrook Bruce 1 X 0 0 0 Benham Lance 1 X 0 0 0 Bialis Dave 1 X 0 0 0 Blankenship Elizabeth 1 X 0 0 0 Boghetich Jil 1 X 0 0 0 Braught Barbara 1 X 0 0 0 Burgess Bill 1 X 0 0 0 Brown Randy 1 X 0 0 0 Burgess Ellen 1 X 0 0 0 Cameron Bill 1 X 0 0 0 Carolina Mike 1 X 0 0 0 Carroll Michael 1 X 0 0 0 Cason Len 1 X 0 0 0 Champlin Hiram 1 X 0 0 0 Collins Mark 1 X 0 0 0 Cox Rusty 1 X 0 0 0 Crawford Bill 1 X 0 0 0 Drake Ramsey 1 X 0 0 0 Eagan Claire 1 X 0 0 0 Edwards Carl 1 X 0 0 0 Evans Pat 1 X 0 0 0 Everest Christy 1 X 0 0 0 Felton Ann 1 X 0 0 0 Fergeson Ken 1 X 0 0 0 Ferree Larry 1 X 0 0 0 Fischer Malinda 1 X 0 0 0 Fretwell Barbara 1 X 0 0 0 Funke Mark 1 X 0 0 0 Gamble Gerald 1 X 0 0 0 Griffin John 1 X 0 0 0 Griffin Martha 1 X 0 0 0 Groendyke Virginia 1 X 0 0 0 Haglund Jacqui 1 X 0 0 0 Hall Brooks 1 X 0 0 0 Hamm Harold 1 X 0 0 0 Hargis Burns 1 X 0 0 0 Hawley Bill 1 X 0 0 0 Healey Holly 1 X 0 0 0 Henry Kim 1 X 0 0 0 Henry Robert 1 X 0 0 0 Hogan Randy 1 X 0 0 0 Holmes Jerome 1 X 0 0 0 Hudson Cliff 1 X 0 0 0 Jameson Brett 1 X 0 0 0 Johnstone Bill 1 X 0 0 0 Keating Cathy 1 X 0 0 0 Kerr Lou 1 X 0 0 0 Levy Harrison 1 X 0 0 0 Loughridge Bill 1 X 0 0 0 McCarty Jack 1 X 0 0 0 McPherson Frank 1 X 0 0 0 Morris Jim 1 X 0 0 0 Mueller James 1 X 0 0 0 Nichols Larry 1 X 0 0 0 Parry Richard 1 X 0 0 0 Patten Rebecca 1 X 0 0 0 Payne Bond 1 X 0 0 0 Pierson Gary 1 X 0 0 0 Pitman Don 1 X 0 0 0 Rainbolt David 1 X 0 0 0 Rainbolt Gene 1 X 0 0 0 Replogle Dee 1 X 0 0 0 Rooney Pat 1 X 0 0 0 Ross Bob 1 X 0 0 0 Samis Mike 1 X 0 0 0 Saxon John 1 X 0 0 0 Schulte Paul 1 X 0 0 0 Stough Phyllis 1 X 0 0 0 Swimmer Ross 1 X 0 0 0 Swisher Bill 1 X 0 0 0 Switzer Becky 1 X 0 0 0 Taylor Kathy 1 X 0 0 0 Taylor Steven 1 X 0 0 0 Thorpe Betsy 1 X 0 0 0 Walton Greg 1 X 0 0 0 Ward Lew 1 X 0 0 0 Williams Jr G Rainey 1 X 0 0 0 Wymer Deane 1 X 0 0 0 Prescott Stephen 50 X 823535 0 245711 Paul Kincade 50 X 301379 0 8097 Morgan Chip 50 X 208580 0 8055 Cohen Adam 50 X 179386 0 6806 Voss Penny 50 X 176128 0 12149 Kennedy Larry 50 X 149372 0 7980 Hassen Tim 50 X 145925 0 12179 Perrault Janis 50 X 132404 0 12059 Day Lisa 50 X 107107 0 6501 James Judith 50 X 314471 0 36808 Gaffney Patrick 50 X 193995 0 12202 Gorbsky Gary 50 X 183264 0 12181 Moser Kathy 50 X 179689 0 12202 Szweda Luke 50 X 176679 0 12149 Tang Jordan 50 X 174837 0 8041 McEver Rodger 50 X 297541 0 12202 Capra J Donald 10 X 0 124000 0 3744292 124000 425322 40 1 1 0 Perkins Will 1382 Peachtree St NE Atlanta GA 30309 Architect 756705 Kilpatrict Stockton PO Box 945614 Atlanta GA 30394 Legal 633781 Aramark 24863 Network Pl Chicago IL 606731248 House Keeping Services 464196 Fulbright Jaworski LLP 600 Congress Ave Ste 2400 Austin TX 78701 Legal 348621 Clayton Duncan 12465 Creedmor Rd Raleigh NC 27614 Consulting 303555 9 130296 0 0 0 44730562 24209788 444173 69070646 0 0 0 0 0 3463351 3463351 0 0 169013 169013 0 0 1816655 1816655 0 0 574124 0 0 0 574124 0 574124 574124 0 0 442799 40 444173 66129 -1374 -66089 -67463 -67463 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Cafe Income 722100 250678 250678 0 0 Laboratory Income 541380 597035 597035 0 0 0 0 0 0 847713 75874039 6803393 0 0 0 0 0 0 0 0 0 0 2714415 1849599 688688 176128 0 0 0 0 22198634 20471933 879762 846939 0 0 0 0 7842947 6843388 706157 293402 0 0 0 0 0 0 0 0 1118088 771830 346258 0 95287 65778 29509 0 335453 0 335453 0 0 0 0 0 0 0 1183958 1183958 0 0 0 0 0 0 1187400 854144 228294 104962 809416 701393 61529 46494 0 0 0 0 3633545 2767116 863388 3041 578698 490428 44543 43727 0 0 0 0 101049 93780 5103 2166 1490240 1490240 0 0 0 0 0 0 7840855 7351706 489149 0 292619 201999 90620 0 Lab Supplies 5580377 5580377 0 0 Trainee Costs 1193924 1193924 0 0 Publications 180897 165126 3044 12727 Inhouse 1172271 1123522 30489 18260 Subcontracts 5643426 5643426 0 0 1727440 1237153 325908 164379 66920939 60080820 5127894 1712225 5700 9000 75882612 39688392 12993040 14024639 1062987 1238605 0 0 0 0 270074 155932 1916 2675 492862 405409 202075742 76964845 94345948 125110897 74737244 86878625 840644 933234 0 0 0 0 105138113 119998128 365771140 388445536 10482355 9491600 0 0 0 0 66219273 53913956 0 0 0 0 0 0 0 0 3447695 3534702 80149323 66940258 X 89056088 109801231 45976179 45432075 150589550 166271972 285621817 321505278 365771140 388445536 X 8953100 26930361 X 0 1 1 X 1 1 X 56002982 77422808 57098803 69877368 69070646 329472607 0 0 0 0 0 0 0 0 0 0 0 0 56002982 77422808 57098803 69877368 69070646 329472607 7335466 322137141 7460788 17177534 6967812 7117954 6803393 45527481 0 0 0 0 0 0 0 0 0 0 0 0 375000088 0 0.85903 0.8693 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 335453 0 0 335453 0 SchC_P2B_S00_L01 Schedule C, Part II-B, Line 1 The Foundation's lobbying activities entail monitoring proposed legislation and educating legislators and their staffs about the Foundation, medical research and the impact of proposed legislation on medical research and the Foundation. 58867420 237181 13989088 0 3300000 0 69793689 58951820 239636 2975964 0 3300000 0 58867420 73407691 1652223 -12908094 0 3200000 0 58951820 0.0694 0.6994 0.2312 1 0 3944520 0 3944520 162417556 0 54409585 108007971 0 0 0 0 35281845 0 22555260 12726585 431821 0 0 431821 125110897 0 933234 C 933234 Funds Held In Trust by Others 117102306 Wills & Bequests, Net 1697529 Debt Issuance Costs 465262 Cash Surrender Value of Life Insurance 380338 Deposits 167936 Accrued Interest Receivable 135687 Inventory - Land and Building 48970 Minerals 100 119998128 Split Interest Agreements & Other Liabilities 493768 Postretirement Benefits & Deferred Compensation 3040934 3534702 75874039 66920939 8953100 26576991 0 0 0 353370 26930361 35883461 75874039 0 0 0 0 0 75874039 0 0 0 75874039 66920939 0 0 0 0 0 66920939 0 0 0 66920939 SchD_P05_S00_L04 Schedule D, Part V, Line 4 The Foundation's endowment consists of individual funds established to provide the Foundation with funding in perpetuity. SchD_P11_S00_L08 Schedule D, Part XI, Line 8 Pension related changes other than net periodic pension cost. X 1 1 X X X X X X 0 1 0 0 0 0 0 1 0 Prescott Stephen 622080 0 176500 0 24955 0 227089 0 8055 0 1058679 0 1059638 0 Paul Kincade 273886 0 3000 0 24493 0 0 0 8097 0 309476 0 218269 0 Morgan Chip 183051 0 575 0 24955 0 0 0 8055 0 216636 0 207882 0 Cohen Adam 177444 0 0 0 1942 0 0 0 6806 0 186192 0 158718 0 Voss Penny 160468 0 0 0 15660 0 0 0 12149 0 188277 0 136857 0 Kennedy Larry 145826 0 0 0 3546 0 0 0 7980 0 157352 0 151947 0 Hassen Tim 144500 0 0 0 1425 0 0 0 12179 0 158104 0 137070 0 Perrault Janis 130428 0 0 0 1976 0 0 0 12059 0 144463 0 138750 0 Day Lisa 105025 0 0 0 2082 0 0 0 6501 0 113608 0 110464 0 James Judith 293471 0 3000 0 1800 0 0 0 6764 0 305035 0 294764 0 Gaffney Patrick 180088 0 0 0 13907 0 0 0 12202 0 206197 0 197551 0 Gorbsky Gary 160283 0 0 0 22981 0 0 0 12181 0 195445 0 196430 0 Moser Kathy 178229 0 0 0 1460 0 0 0 12202 0 191891 0 0 0 Szweda Luke 155445 0 3000 0 18234 0 0 0 12149 0 188828 0 0 0 Tang Jordan 171369 0 0 0 3468 0 0 0 8041 0 182878 0 186431 0 McEver Rodger 269826 0 3000 0 24715 0 0 0 12202 0 309743 0 301776 0 SchJ_P01_S00_L01a Schedule J, Part I, Line 1a First class travel is allowed for the CEO to allow him to accomplish work related tasks while traveling. SchJ_P01_S00_L03 Schedule J, Part I, Line 3 Compensation for the CEO is determined by leadership of the board of directors based on comparability data from widely accepted peer benchmarking surveys that are segmented by region and size of entity. SchJ_P01_S00_L04 Schedule J, Part I, Line 4 The Board of the Foundation periodically uses nonqualified retirement plans as a retention tool. SchJ_P01_S00_L07 Schedule J, Part I, Line 7 The CEO receives an annual bonus that is determined by leadership of the board of directors based on performance. The bonus is considered as a portion of total compensation and is subject to the review process previously described. Oklahoma Industries Authority 736194355 679103YC9 2008-08-14 42955000 Revenue Bonds (OMRF Project) Series 2008 0 0 0 Oklahoma Industries Authority 736194355 XXNONEXXX 2010-05-26 12185000 Revenue Bonds (OMRF Project) Series 2010 0 0 0 2000000 0 43457720 3316750 0 0 141976 0 0 28173834 0 11825158 2011 0 0 0 1 0 0 12320300 1218339 0 0 138825 0 0 0 10963136 0 2011 0 1 1 1 0 0 0 1 1 0 0 0 1 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 Otologic Pharmaceutics Research and Development X 100000 100000 0 1 1 100000 Presbyterian Health Foundation Common Directors 509000 Rental expense for building space 0 McAfee & Taft Common Directors 153000 Legal Services 0 Bank of Oklahoma Common Directors 136000 Investment and mineral asset management 0 Benham Companies Common Directors 100000 Construction Management 0 Ginny Bass Carl Related to Board member 88000 Payroll 0 Peter Carl Related to Board member 51600 Payroll 0 Accelle Biopharm Common Directors 50000 Joint venture investment 0 X 9 -1374 FMV 0 0 1 0 F990_P06_S0A_L02 Form 990, Part VI, Section A, Line 2 The Foundation currently has 82 directors, many of whom are business leaders and members of prominent families in the State of Oklahoma. The Foundation believes there are multiple business relationships between and among board members and families of Board members, but the Foundation review of signed conflict of interest disclosures from all board members and of the Foundation's ledger accounts indicated there are no such relationships that would impair the fiduciary duties of any director to the Foundation. F990_P06_S0B_L11a Form 990, Part VI, Section B, Line 11a A summary of the Form 990 is presented for review to the Executive Committee. Subsequent to that review, the Form 990 and all supplemental schedules is made available to all members of the board of directors for review and comment prior to filing. F990_P06_S0B_L12c Form 990, Part VI, Section B, Line 12c Each director, office and key employee is annually provided with a copy of the Foundation's conflict of interest policy. Each of these individuals is annually provided with a questionnaire regarding potential conflicts and required to disclose any potential conflict that he or she might have. In addition, each of these individuals must annually sign a statement affirming that he or she has; received a copy of the conflicts of interest policy, read and understood the policy and agrees to comply with the policy. Once the Foundation has collected annual disclosure statements from all directors, officer and key employees, the Foundation's Governance Committee review such information to identify situations in which a conflict exists and is material. If a material conflict is identified, the Committee analyzes whether the contemplated transaction may be authorized as just, fair, and reasonable to the Foundation. The Governance Committee then makes a recommendation to the Foundation's Executive Committee regarding the management of all potential conflicts it has identified. The final decision as to the approval and, where applicable, management of all such potential conflicts rests in the sole discretion of the Executive Committee, which make such decisions based upon the welfare of the Foundation and the advancement of its purpose. The recommendations of the Governance Committee and decisions of the Executive Committee are documented in the respective minutes of these Committees' regular meetings. F990_P06_S0B_L15 Form 990, Part VI, Section B, Line 15 Compensation for Officers is determined and evaluated in May of each year by leadership of the board of directors based on comparability data from widely accepted peer benchmarking salary surveys that are segmented by region and size of entity. In August 2010, an independent compensation review was conducted by a third party for the positions of President, Executive Vice President & Chief Operating Officer, and Vice President of Finance & Chief Financial Officer. Compensation for principal investigators (lead researchers), including any key employees, is determined by Foundation Officers based on the comparability data referenced above and evaluated in May of each year. F990_P06_S0C_L19 Form 990, Part VI, Section C, Line 19 The Foundation's governing documents, conflicts of interest policy, and financial statements are provided upon request and are publicly available on the Foundation's website. F990_P11_S00_L05 Form 990, Part XI, Line 5 Pension related changes other than net periodic pension costs.