SANFORD BURNHAM PREBYS MEDICAL DISCOVERY INSTITUTE: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- SANFORD BURNHAM PREBYS MEDICAL DISCOVERY INSTITUTE (EIN 51-0197108)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-05-11
- IRS object ID
- 201231329349302518
- Schema version
- 2010v3.7
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-11T14:04:20-05:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4370 LA JOLLA VILLAGE DR SUITE 500 | AddressLine1 |
| City | SAN DIEGO | City |
| State | CA | State |
| ZIP Code | 92122 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 510197108 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANFORD-BURNHAM MEDICAL RESEARCH INSTITUTE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SANF | NameControl |
| Phone | 8586463100 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10901 NORTH TORREY PINES ROAD | AddressLine1 |
| City | LA JOLLA | City |
| State | CA | State |
| ZIP Code | 92037 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GARY F RAISL | Name |
| Title | EVP / CAO / CFO / TREASURER | Title |
| Date Signed | 2012-05-09 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8585357200 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JOHN C REED MD PHD | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10901 N TORREY PINES ROAD | AddressLine1 |
| City | LA JOLLA | City |
| State | CA | State |
| ZIP Code | 92037 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 189567192 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.SANFORDBURNHAM.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1976 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | SEE SCHEDULE O | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 25 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 18 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1184 | TotalNbrEmployees |
| Total Nbr Volunteers | 28 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 150769181 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 160093433 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 736679 | InvestmentIncomePriorYear |
| Investment Income Current Year | 850375 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 547469 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1742249 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 152053329 | TotalRevenuePriorYear |
| Total Revenue Current Year | 162686057 | 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 | 73855442 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 82307396 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 3475563 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 77043968 | OtherExpensePriorYear |
| Other Expenses Current Year | 78857656 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 150899410 | TotalExpensesPriorYear |
| Total Expenses Current Year | 161165052 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1153919 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1521005 | RevenuesLessExpensesCY |
| Total Assets BOY | 311552117 | TotalAssetsBOY |
| Total Assets EOY | 321579555 | TotalAssetsEOY |
| Total Liabilities BOY | 111482984 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 115088741 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 200069133 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 206490814 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | SEE SCHEDULE O | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 133493768 | Expense |
| Grants | 0 | Grants |
| Revenue | 0 | Revenue |
| Description | SEE SCHEDULE O | Description |
| Total Program Service Expense | 133493768 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | false | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | true | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | true | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 224 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 1184 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 25 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 18 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | GARY F RAISL EDD EVP CAO CFO | NamePerson |
| Telephone Number | 8586463100 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10901 N TORREY PINES ROAD | AddressLine1 |
| City | LA JOLLA | City |
| State | CA | State |
| ZIP Code | 92037 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (38 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| BRIDGETTE BREN | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| ARTHUR BRODY | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| MALIN BURNHAM | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| SHEHAN DISSANYAKE | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| WAIN FISHBURN | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| JEANNIE FONTANA | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| PAULINE FOSTER | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| ALAN GLEICHER | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| DAVID HALE | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| JEANNE HERBERGER | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| BRENT JACOBS | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| JIM JARDON | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| ROBERT LAUER | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| SHEILA LIPINSKY | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| GREG LUCIER | |||||||
| TRUSTEE/CHAIRMAN | 1.0 | X | 0 | 0 | 0 | X | |
| DOUGLAS MANCHESTER | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| ROBERT MANDELL | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| NICOLAS NIERENBERG | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| DOUGLAS OBENSHAIN | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| PETER PREUSS | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| STUART TANZ | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| JAN TUTTLEMAN | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| ANDREW VITERBI | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| BARBARA BOBBI WARREN | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| ALAN WEISS | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| GAYLE WILSON | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| DIANE WINOKUR | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| KEN WOOLCOTT | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| FRED LEVINE MD PHD | |||||||
| TRUSTEE/CENTER DIRECTOR | 50.0 | X | 213660 | 0 | 30835 | ||
| CARL WARE PHD | |||||||
| TRUSTEE/CENTER DIRECTOR | 50.0 | X | 142271 | 0 | 24287 | ||
| JOHN C REED MD PHD | |||||||
| CEO | 50.0 | X | 947875 | 0 | 528531 | X | |
| KRISTIINA VUORI MD PHD | |||||||
| PRESIDENT/DIRECTOR, CANCER CEN | 50.0 | X | 649105 | 0 | 362648 | X | |
| GARY F RAISL EDD | |||||||
| EXECUTIVE VP/CAO/CFO/TREASURER | 50.0 | X | 486871 | 0 | 111509 | X | |
| DANIEL KELLY MD | |||||||
| CENTER DIRECTOR | 50.0 | 493345 | 0 | 88948 | X | ||
| STUART LIPTON MD PHD | |||||||
| CENTER DIRECTOR | 50.0 | 473197 | 0 | 74537 | X | ||
| PAUL LAIKIND | |||||||
| SR VP, CHIEF BUSINESS OFFICER | 50.0 | 299606 | 0 | 87185 | X | ||
| EDGAR GILLENWATERS | |||||||
| VP, EXTERNAL RELATIONS | 50.0 | 282683 | 0 | 75038 | X | ||
| BLAIR BLUM | |||||||
| SR VP, EXTERNAL RELATIONS | 50.0 | 319402 | 0 | 44392 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 4308015 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 1427910 | TotalOtherCompensation |
| Number Individuals GT100 K | 110 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| ARNALL GOLDEN GREGORY LLP | |||||
| 171 17TH STREET NW SUITE 2100 | ATLANTA | GA | 30363 | LEGAL | 674221 |
| DLA PIPER US LLP | |||||
| PO BOX 64029 | BALTIMORE | MD | 21264 | LEGAL | 414125 |
| MCDERMOTT WILL EMERY LLP | |||||
| 11682 EL CAMINO REAL SUITE 400 | SAN DIEGO | CA | 92130 | LEGAL | 349593 |
| DELOITTE TOUCHE LLP | |||||
| 200 SOUTH ORANGE SUITE 18 | ORLANDO | FL | 32801 | AUDIT | 318077 |
| BERMAN PROPERTY MANAGEMENT LLP | |||||
| 7635 ASHLEY PARK CT SUITE 503-0 | ORLANDO | FL | 32835 | JANITORIAL | 186789 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 10 | NumberOfContractorsGT100K |
| Fundraising Events | 1408378 | FundraisingEvents |
| Government Grants | 128906354 | GovernmentGrants |
| All Other Contributions | 29778701 | AllOtherContributions |
| Noncash Contributions | 2065018 | NoncashContributions |
| Total Contributions | 160093433 | TotalContributions |
| Total Program Service Revenue | 0 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 812360 | TotalRevenueColumn |
| Exclusion | $812,360 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 45781 | TotalRevenueColumn |
| Exclusion | $45,781 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1101607 | TotalRevenueColumn |
| Exclusion | $1,101,607 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 78198 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 78198 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 78198 | TotalRevenueColumn |
| Exclusion | $78,198 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 26458559 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 26466325 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -7766 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -7766 | TotalRevenueColumn |
| Exclusion | -$7,766 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 69500 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 1372891 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 414810 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -345310 | TotalRevenueColumn |
| Exclusion | -$345,310 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| SEC SETTLEMENT | 900099 | 405938 | $405,938 |
| REAGENTS (BY-PRODUCT OF EXEMPT RESEARCH) | 541900 | 207335 | $207,335 |
| SYMPOSIUM FEES | 541900 | 86996 | $86,996 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 207485 | TotalRevenueColumn |
| Exclusion | $207,485 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 907754 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 162686057 | TotalRevenueColumn |
| Exclusion | $2,592,624 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3501465 | Total |
| Program Services | 1625080 | ProgramServices |
| Management And General | 1876385 | ManagementAndGeneral |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 62616458 | Total |
| Program Services | 51626280 | ProgramServices |
| Management And General | 9228335 | ManagementAndGeneral |
| Fundraising | 1761843 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3537594 | Total |
| Program Services | 2742477 | ProgramServices |
| Management And General | 684684 | ManagementAndGeneral |
| Fundraising | 110433 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8786127 | Total |
| Program Services | 7063490 | ProgramServices |
| Management And General | 1516249 | ManagementAndGeneral |
| Fundraising | 206388 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3865752 | Total |
| Program Services | 3105928 | ProgramServices |
| Management And General | 649624 | ManagementAndGeneral |
| Fundraising | 110200 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1523488 | Total |
| Program Services | 1115182 | ProgramServices |
| Management And General | 315513 | ManagementAndGeneral |
| Fundraising | 92793 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2542522 | Total |
| Program Services | 136000 | ProgramServices |
| Management And General | 2406522 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 389980 | Total |
| Management And General | 389980 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 242981 | Total |
| Management And General | 242981 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1787582 | Total |
| Program Services | 1185217 | ProgramServices |
| Management And General | 448643 | ManagementAndGeneral |
| Fundraising | 153722 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 119958 | Total |
| Program Services | 296 | ProgramServices |
| Management And General | 36285 | ManagementAndGeneral |
| Fundraising | 83377 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9427632 | Total |
| Program Services | 8605761 | ProgramServices |
| Management And General | 634503 | ManagementAndGeneral |
| Fundraising | 187368 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1998758 | Total |
| Program Services | 1458225 | ProgramServices |
| Management And General | 466857 | ManagementAndGeneral |
| Fundraising | 73676 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13565937 | Total |
| Program Services | 12063385 | ProgramServices |
| Management And General | 1375834 | ManagementAndGeneral |
| Fundraising | 126718 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 863319 | Total |
| Program Services | 689441 | ProgramServices |
| Management And General | 138321 | ManagementAndGeneral |
| Fundraising | 35557 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1597112 | Total |
| Program Services | 1029398 | ProgramServices |
| Management And General | 464628 | ManagementAndGeneral |
| Fundraising | 103086 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4317034 | Total |
| Program Services | 3912960 | ProgramServices |
| Management And General | 363494 | ManagementAndGeneral |
| Fundraising | 40580 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19735677 | Total |
| Program Services | 17140216 | ProgramServices |
| Management And General | 2406262 | ManagementAndGeneral |
| Fundraising | 189199 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 70627 | Total |
| Management And General | 70627 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| RESEARCH SUPPLIES & SERVICES | 12682026 | 12682026 | ||
| SCIENTIFIC COLLABORATIONS | 6426098 | 6426098 | ||
| RECRUITMENT | 823817 | 723955 | 73370 | 26492 |
| MISCELLANEOUS | 743108 | 162353 | 406624 | 174131 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 161165052 | Total |
| Program Services | 133493768 | ProgramServices |
| Management And General | 24195721 | ManagementAndGeneral |
| Fundraising | 3475563 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1762645 | BOY |
| EOY | 2816447 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6023130 | BOY |
| EOY | 9163063 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33708049 | BOY |
| EOY | 34446878 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 297999 | BOY |
| EOY | 288168 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1163641 | BOY |
| EOY | 942475 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1456535 | BOY |
| EOY | 6451607 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1002970 | BOY |
| EOY | 899924 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7840777 | BOY |
| EOY | 8944007 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 282113615 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 98770118 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 191218297 | BOY |
| EOY | 183343497 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 63414948 | BOY |
| EOY | 70789430 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3663126 | BOY |
| EOY | 3494059 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 311552117 | BOY |
| EOY | 321579555 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18523270 | BOY |
| EOY | 20655550 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5943388 | BOY |
| EOY | 12245663 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 77050244 | BOY |
| EOY | 82187528 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9966082 | BOY |
| EOY | 0 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 111482984 | BOY |
| EOY | 115088741 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 74635129 | BOY |
| EOY | 78809513 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 114488338 | BOY |
| EOY | 115687533 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10945666 | BOY |
| EOY | 11993768 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 200069133 | BOY |
| EOY | 206490814 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 311552117 | BOY |
| EOY | 321579555 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1521005 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 4900676 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | 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 | 158056293 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 103328720 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 209859230 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 150769181 | CurrentTaxYearMinus1Year |
| Current Tax Year | 160093433 | CurrentTaxYear |
| Total | 782106857 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 158056293 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 103328720 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 209859230 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 150769181 | CurrentTaxYearMinus1Year |
| Current Tax Year | 160093433 | CurrentTaxYear |
| Total | 782106857 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 8296550 | AmountsSubstContributorsTotal |
| Public Support Total170 | 773810307 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2307807 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3955763 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1995011 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1354102 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2037946 | CurrentTaxYear |
| Total | 11650629 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 251335 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 303840 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 286205 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 343630 | CurrentTaxYearMinus1Year |
| Current Tax Year | 907754 | CurrentTaxYear |
| Total | 2092764 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 795850250 | TotalSupport |
| Gross Receipts From Admissions Etc | 416688 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.97231 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.97385 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
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) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbying | |
| Total Direct Lobbying | TotalDirectLobbying | |
| Total Lobbying Expenditures | TotalLobbyingExpenditures | |
| Other Exempt Purpose Expenditures | OtherExemptPurposeExpenditures | |
| Total Exempt Purpose Expenditures | TotalExemptPurposeExpenditures | |
| Lobbying Nontaxable | LobbyingNontaxableAmount | |
| Grassroots Nontaxable | GrassrootsNontaxableAmount | |
| Tot Lobbying Grassroot Minus Non Tx | TotLobbyingGrassrootMinusNonTx | |
| Tot Lobby Expend Mns Lobbying Nontx | TotLobbyExpendMnsLobbyingNontx | |
| Volunteers | false | Volunteers |
| Paid Staff Or Management | false | PaidStaffOrManagement |
| Media Advertisements | false | MediaAdvertisements |
| Mailings Members | false | MailingsMembers |
| Publications Or Broadcast | false | PublicationsOrBroadcast |
| Grants Other Organizations | false | GrantsOtherOrganizations |
| Direct Contact Legislators | true | DirectContactLegislators |
| Direct Contact Legislators | $64,758 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | true | RalliesDemonstrations |
| Rallies Demonstrations | $1,250 | RalliesDemonstrationsAmount |
| Other Activities | true | OtherActivities |
| Other Activities | $241,731 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 307739 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | false | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | OTHER LOBBYING ACTIVITIES | Identifier |
| Return Reference | SCHEDULE C, PART II-B, LINE 1I | ReturnReference |
| Explanation | THE INSTITUTE UTILIZES THE ERIS GROUP LLC AND HURT NORTON AND ASSOCIATES FOR REPRESENTATION IN WASHINGTON, DC TO INVESTIGATE AND SEEK POTENTIAL FEDERAL RESEARCH FUNDING OUTSIDE THE TRADITIONAL NIH PROCESS. | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 19352544 | BeginningOfYearBalance |
| Contributions | 1050000 | Contributions |
| Investment Earnings Or Losses | 1656322 | InvestmentEarningsOrLosses |
| Other Expenditures | 456018 | OtherExpenditures |
| End Of Year Balance | 21602848 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 15181323 | BeginningOfYearBalance |
| Contributions | 2983403 | Contributions |
| Investment Earnings Or Losses | 1912336 | InvestmentEarningsOrLosses |
| Other Expenditures | 724518 | OtherExpenditures |
| End Of Year Balance | 19352544 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 17485831 | BeginningOfYearBalance |
| Contributions | 55002 | Contributions |
| Investment Earnings Or Losses | -2359510 | InvestmentEarningsOrLosses |
| Other Expenditures | 0 | OtherExpenditures |
| End Of Year Balance | 15181323 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.32041 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.67959 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 25793087 | OtherCostOrOtherBasis |
| Book Value | 25793087 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 161636230 | OtherCostOrOtherBasis |
| Depreciation | 43204862 | Depreciation |
| Book Value | 118431368 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 93705947 | OtherCostOrOtherBasis |
| Depreciation | 55565256 | Depreciation |
| Book Value | 38140691 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 978351 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 978351 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 183343497 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
| Total Of Amounts | 0 | TotalOfAmounts |
| Total Revenue | 162686057 | TotalRevenue |
| Total Expenses | 161165052 | TotalExpenses |
| Excess Or Deficit For Year | 1521005 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 4425781 | NetUnrealizedGLOnInvestments |
| Other | $474,895 | OtherAmount |
| Total Adjustments | 4900676 | TotalAdjustments |
| Excess Or Deficit Per FS | 6421681 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 167111838 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 4425781 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 4425781 | RevenueNotRptdF990 |
| Revenue Subtotal | 162686057 | RevenueSubtotal |
| Total Revenue Per Form990 | 162686057 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 160690157 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | -474895 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | -474895 | ExpensesNotRptdF990 |
| Expenses Subtotal | 161165052 | ExpensesSubtotal |
| Total Expenses Per Form990 | 161165052 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| INTENDED USES OF THE ORGANIZATION'S ENDOWMENT FUNDS | SCHEDULE D, PART V, LINE 4 | THE INSTITUTE'S ENDOWMENT FUNDS ARE ESTABLISHED FOR VARIOUS PURPOSES: SCIENTIFIC RESEARCH, ALS RESEARCH, CEO CHAIR, PRESIDENTIAL CHAIR, AND UNRESTRICTED AS TO INCOME. |
| FIN 48 FOOTNOTE | SCHEDULE D, PART X, LINE 2 | THE INSTITUTE DID NOT RECOGNIZE A CHANGE IN LIABILITY FOR UNRECOGNIZED TAX BENEFITS (THE DIFFERENCE BETWEEN A TAX POSITION TAKEN, OR EXPECTED TO BE TAKEN, IN A TAX RETURN AND THE BENEFIT RECOGNIZED AND MEASURED IN THE FINANCIAL STATEMENTS). THE INSTITUTE'S LIABILITY FOR UNRECOGNIZED TAX BENEFITS WAS $0 AT JUNE 30, 2011 AND 2010. |
| SCHEDULE D | PART XI, LINE 8 AND PART XIII, LINE 2D | UNREALIZED GAIN ON INTEREST RATE SWAP OF $(474,895). |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (7 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| Europe (including Iceland and Greenland) | 0 | 58 | Program Services | SCI. CONF & COLLAB. | 147253 |
| East Asia and the Pacific | 0 | 20 | Program Services | SCI. CONF & COLLAB. | 55979 |
| North America | 0 | 7 | Program Services | SCI. CONF & COLLAB. | 8232 |
| South Asia | 0 | 2 | Program Services | SCI. CONF & COLLAB. | 4315 |
| Middle East and North Africa | 0 | 2 | Program Services | SCI. CONF & COLLAB. | 1412 |
| Russia and the Newly Independent States | 0 | 3 | Program Services | SCI. CONF & COLLAB. | 3692 |
| South America | 0 | 6 | Program Services | SCI. CONF & COLLAB. | 12790 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 77 | SubtotalNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 98 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 233673 | SubtotalAmountSpent |
| Total Amount Spent | 233673 | TotalAmountSpent |
| Transfer To Foreign Corp | false | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | false | OwnForeignCorp |
| Passive Foreign Invest Co | false | PassiveForeignInvestCo |
| Foreign Partnership | false | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SUPPLEMENTAL INFORMATION | SCHEDULE F, PART I, LINE 3 | SANFORD-BURNHAM MEDICAL RESEARCH INSTITUTE DOES NOT MAINTAIN ONGOING OPERATIONS IN FOREIGN JURISDICTIONS. HOWEVER, THE INSTITUTE'S SCIENTISTS DO TRAVEL TO VARIOUS SCIENTIFIC CONFERENCES IN OTHER COUNTRIES TO SHARE THE INSTITUTE'S SCIENTIFIC DISCOVERIES, AS WELL AS TO LEARN FROM OTHER SCIENTISTS ACROSS THE WORLD. |
| ACCOUNTING METHOD | SCHEDULE F, PART I, LINE 3, COLUMN F | ACCRUAL METHOD |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GALA | NameOfEvent1 |
| Gross Receipts Event1 | 1203361 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 1161361 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 42000 | GrossRevenueEvent1 |
| Food And Beverage Event1 | 92491 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 106041 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 36483 | OtherDirectExpensesEvent1 |
| Name Of Event2 | BRING IT | NameOfEvent2 |
| Gross Receipts Event2 | 137177 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 109677 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 27500 | GrossRevenueEvent2 |
| Non Cash Prizes Event2 | 3091 | NonCashPrizesEvent2 |
| Food And Beverage Event2 | 36467 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 74500 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 26488 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 1 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 101853 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 101853 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 0 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 39249 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 1442391 | GrossReceiptsTotal |
| Charitable Contributions Total | 1372891 | CharitableContributionsTotal |
| Gross Revenue Total Events | 69500 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 3091 | NonCashPrizesTotalEvents |
| Food And Beverage Total Events | 128958 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 180541 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 102220 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 414810 | DirectExpenseSummaryEvents |
| Net Income Summary | -345310 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | true | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (10 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| FRED LEVINE MD PHD | |||||||||||||
| 191727 | 0 | 20600 | 0 | 1333 | 0 | 19318 | 0 | 11517 | 0 | 244495 | 0 | 10300 | 0 |
| CARL WARE PHD | |||||||||||||
| 141328 | 0 | 0 | 0 | 943 | 0 | 8438 | 0 | 15849 | 0 | 166558 | 0 | 0 | 0 |
| JOHN C REED MD PHD | |||||||||||||
| 633452 | 0 | 313000 | 0 | 1423 | 0 | 509500 | 0 | 19031 | 0 | 1476406 | 0 | 156500 | 0 |
| KRISTIINA VUORI MD PHD | |||||||||||||
| 555416 | 0 | 92812 | 0 | 877 | 0 | 324500 | 0 | 38148 | 0 | 1011753 | 0 | 46406 | 0 |
| GARY F RAISL EDD | |||||||||||||
| 383883 | 0 | 100000 | 0 | 2988 | 0 | 64750 | 0 | 46759 | 0 | 598380 | 0 | 43750 | 0 |
| DANIEL KELLY MD | |||||||||||||
| 425661 | 0 | 66051 | 0 | 1633 | 0 | 45744 | 0 | 43204 | 0 | 582293 | 0 | 20647 | 0 |
| STUART LIPTON MD PHD | |||||||||||||
| 427621 | 0 | 42347 | 0 | 3229 | 0 | 35405 | 0 | 39132 | 0 | 547734 | 0 | 21174 | 0 |
| PAUL LAIKIND | |||||||||||||
| 297798 | 0 | 0 | 0 | 1808 | 0 | 62500 | 0 | 24685 | 0 | 386791 | 0 | 0 | 0 |
| EDGAR GILLENWATERS | |||||||||||||
| 219156 | 0 | 54875 | 0 | 8652 | 0 | 41523 | 0 | 33515 | 0 | 357721 | 0 | 27438 | 0 |
| BLAIR BLUM | |||||||||||||
| 264036 | 0 | 52137 | 0 | 3229 | 0 | 29500 | 0 | 14892 | 0 | 363794 | 0 | 26069 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| BENEFITS PROVIDED BY ORGANIZATION | SCHEDULE J, PART I, QUESTION 1A | THE CEO AND THE PRESIDENT USED FIRST CLASS TRAVEL AS AN UPGRADE WHEN AVAILABLE. THEY USED THEIR MILES IN CONJUNCTION WITH AN ADDITIONAL FEE PAID BY THE INSTITUTE. THIS WAS NOT TREATED AS TAXABLE COMPENSATION. HEALTH OR SOCIAL CLUB DUES ARE NEGOTIATED IN THE HIRING PROCESS FOR CERTAIN EMPLOYEES. THE AMOUNTS WERE TREATED AS TAXABLE COMPENSATION. |
| SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN | SCHEDULE J, PART I, QUESTION 4B | THE PARTICIPANTS OF THE 457(F) DEFERRRED COMPENSATION PLAN ARE JOHN REED AND KRISTIINA VUORI. VESTING FOR JOHN REED OCCURS THE EARLIEST OF 1/1/2019, OR DISABILITY, OR INVOLUNTARY TERMINATION WITHOUT CAUSE, OR PARTICPANT'S RESIGNATION FOR GOOD CAUSE, OR THE DATE OF TERMINATION OF THE PLAN. VESTING FOR KRISTIINA VUORI OCCURS THE EARLIEST OF 4/1/2015, OR INVOLUNTARY TERMINATION WITHOUT CAUSE, OR PARTICIPANT'S RESIGNATION FOR GOOD CAUSE, OR THE DATE OF TERMINATION OF THE PLAN. DISTRIBUTIONS FOR BOTH PARTICIPANTS IS A ONE-TIME LUMP SUM PAYMENT UPON VESTING OF 100% OF THE VALUE OF THE PARTICIPANT'S INVESTMENT (COMPRISED OF INSTITUTE CONTRIBUTIONS TO THE CORPUS PLUS ANY INVESTMENT GAINS OR LOSSES THEREON). |
| NON-FIXED PAYMENTS | SCHEDULE J, PART I, QUESTION 7 | SOME SENIOR EXECUTIVES HAVE EMPLOYMENT CONTRACTS STIPULATING THAT A BONUS WILL BE PAID TO THEM PROVIDED CERTAIN GOALS OR ACCOMPLISHMENTS ARE ACHIEVED. |
| RETIREMENT AND OTHER DEFERRED COMPENSATION | SCHEDULE J, PART II, COLUMN (C) | THE AMOUNT REPORTED IN SCHEDULE J, PART II, COLUMN (C) FOR JOHN REED INCLUDES AN ACCRUAL OF $350,000 RELATED TO THE 457(F) PLAN DESCRIBED ABOVE AND FOR KRISTIINA VUORI AN ACCRUAL OF $225,000 RELATED TO THE 457(F) PLAN DESCRIBED ABOVE. THESE AMOUNTS ARE NOT VESTED AND ARE SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (3 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|
| COUNTY OF SAN DIEGO | |||||||
| 956000934 | 797391G60 | 2006-02-01 | 60572867 | SEE PART V | false | false | false |
| COUNTY OF SAN DIEGO | |||||||
| 956000934 | 797391K99 | 2005-10-05 | 24500000 | FINANCE PROPERTY AND CAPITAL EQUIP | false | false | false |
| CALIFORNIA STATEWIDE COMMUNITIES DEVELOPMENT AUTH | |||||||
| 956000934 | 2008-08-01 | 15300000 | PURCHASE EQUIPMENT | false | false | false | |
Form990 Schedule K Part II Form990ScheduleKPartII (3 entries)
| Amount RetiredAmountRetired | Amount Bond DefeasedAmountBondDefeased | Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Capitalized InterestCapitalizedInterest | Refunding EscrowRefundingEscrow | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Credit EnhancementCreditEnhancement | Working Capital ExpendituresWorkingCapitalExpenditures | Capital ExpendituresCapitalExpenditures | Other Spent ProceedsOtherSpentProceeds | Amount UnspentAmountUnspent | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 60572867 | 3958500 | 0 | 46326377 | 745537 | 0 | 0 | 9542453 | 0 | 0 | 2000 | false | true | true | true |
| 0 | 0 | 24500000 | 0 | 0 | 0 | 485141 | 198474 | 0 | 23816385 | 0 | 0 | 2006 | false | false | true | true |
| 0 | 0 | 15300000 | 0 | 0 | 0 | 300000 | 0 | 0 | 12649897 | 0 | 2350103 | false | false | false | true |
Form990 Schedule K Part III Form990ScheduleKPartIII (3 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Bond Counsel Routinely EngagedBondCounselRoutinelyEngaged | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|---|---|---|
| false | true | true | true | true | 0.00280 | 0.00000 | 0.00280 | true |
| false | false | false | false | true | 0.00000 | 0.00000 | 0.00000 | true |
| false | true | true | true | true | 0.00090 | 0.00000 | 0.00090 | true |
Form990 Schedule K Part IV Form990ScheduleKPartIV (3 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate | Term Of HedgeTermOfHedge | Superintegrated HedgeSuperintegratedHedge | Hedge TerminatedHedgeTerminated |
|---|---|---|---|---|---|---|---|---|
| (no name) | ||||||||
| true | false | false | false | false | false | |||
| BANK OF AMERICA | ||||||||
| false | true | true | false | false | false | 25. | true | false |
| (no name) | ||||||||
| false | false | false | false | false | false | |||
Form990 Schedule K Part V Form990ScheduleKPartV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF PURPOSE | SCHEDULE K, PART I, ROW A, COLUMN F | REFINANCE 1999 BONDS AND FINANCE CAPITAL IMPROVEMENTS & EQUIPMENT |
| PERIOD COVERED | SCHEDULE K, PART I, LINES A-C | For the bond issues listed in Part I, the alternative period used for the reporting requirements in this section is the twelve months ended December 31, 2010. |
Schedule L IRS990ScheduleL
Loan Table LoanTable (3 entries)
| Purpose Of LoanPurposeOfLoan | Loan From OrganizationLoanFromOrganization | Original PrincipalOriginalPrincipalAmount | Balance DueBalanceDue | DefaultDefault | Approved By BoardApprovedByBoard | Written AgreementWrittenAgreement |
|---|---|---|---|---|---|---|
| DANIEL KELLY | ||||||
| QUAL. EMPLOYEE RELOC | X | $500,000 | 500000 | false | true | true |
| STUART LIPTON | ||||||
| QUAL. EMPLOYEE RELOC | X | $400,000 | 217475 | false | true | true |
| GARY RAISL | ||||||
| QUAL. EMPLOYEE RELOC | X | $225,000 | 225000 | false | true | true |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 942475 | TotalBalanceDue |
Form990 Schedule L Part IV Form990ScheduleLPartIV (4 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| LOCKTON | |||
| TRUSTEE - DOUG OBENSHAIN | 1182902 | INSURANCE SERVICES | false |
| LIFE TECHNOLOGIES | |||
| TRUSTEE - GREG LUCIER | 1873154 | SUPPLIES AND SERVICES | false |
| INVITROGEN APPLIED BIOSYSTEM | |||
| PHILIP GRAHAM - SON OF TRUSTEE | |||
| TRUSTEE - GAYLE WILSON | 120933 | COMPENSATION | false |
Form990 Schedule L Part V Form990ScheduleLPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | BUSINESS TRANSACTION WITH INTERESTED PERSON | Identifier |
| Return Reference | SCHEDULE L, PART IV | ReturnReference |
| Explanation | AMOUNT REPORTED FOR LOCKTON INCLUDE PREMIUMS PASSED THROUGH TO INSURANCE CARRIERS IN ADDITION TO BROKERAGE FEES PAID OF APPROXIMATELY $180,000. | Explanation |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArt | |
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications | |
| Clothing And Household Goods | ClothingAndHouseholdGoods | |
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 9 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 2061927 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | COST/SELLING PRICE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | DONOR EVENT PRIZES | Description |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 3091 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | COST/SELLING PRICE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATION'S MISSION | FORM 990 - PART I, LINE 1 & PART III, LINE 1 | SANFORD-BURNHAM MEDICAL RESEARCH INSTITUTE CONDUCTS WORLD-CLASS COLLABORATIVE RESEARCH DEDICATED TO FINDING CURES FOR HUMAN DISEASE, IMPROVING THE QUALITY OF LIFE, AND THUS CREATING A LEGACY FOR ITS EMPLOYEES, PARTNERS, DONORS, AND COMMUNITY. |
| PROGRAM SERVICE ACCOMPLISHMENTS | FORM 990, PART III, LINE 4A | SANFORD-BURNHAM MEDICAL RESEARCH INSTITUTE IS DEDICATED TO DISCOVERING THE FUNDAMENTAL MOLECULAR CAUSES OF DISEASE AND DEVISING THE INNOVATIVE THERAPIES OF TOMORROW. SANFORD-BURNHAM TAKES A UNIQUE, COLLABORATIVE APPROACH TO MEDICAL RESEARCH AND HAS ESTABLISHED MAJOR RESEARCH PROGRAMS IN CANCER, NEURODEGENERATION, DIABETES, AND INFECTIOUS, INFLAMMATORY, AND CHILDHOOD DISEASES. IN THE AREA OF CANCER RESEARCH: IN A STUDY PUBLISHED IN THE JULY 13, 2010 ISSUE OF CANCER CELL, A TEAM OF INVESTIGATORS LED BY ZE'EV RONAI, PH.D. AT SANFORD-BURNHAM MEDICAL RESEARCH INSTITUTE (SANFORD-BURNHAM) HAS IDENTIFIED A SERIES OF PROTEINS THAT MIGHT MAKE IT EASIER FOR DOCTORS TO BETTER DIAGNOSE THE MORE METASTATIC FORMS OF PROSTATE CANCER. THE STUDY UNCOVERS A PROTEIN NAMED SIAH2, WHICH INITIATES A CASCADE OF MOLECULAR EVENTS THAT TURNS A NON-MALIGNANT TUMOR INTO A METASTATIC NEUROENDOCRINE TUMOR. IN COLLABORATION WITH FOUR OTHER MEDICAL CENTERS ACROSS THE UNITED STATES, DR. RONAI AND HIS COLLEAGUES ANALYZED HUMAN PROSTATE CANCER SAMPLES AND FOUND THAT SIAH2 AND THE OTHER PROTEINS IT TRIGGERS IS DETECTED MORE OFTEN IN THE AGGRESSIVE NEUROENDOCRINE FORMS OF PROSTATE TUMORS THAN IN OTHER TYPES. BY ACTING AS MARKERS FOR PARTICULARLY AGGRESSIVE PROSTATE CANCERS, SIAH2 AND ITS PARTNERS COULD PROVIDE DOCTORS WITH AN EARLY WARNING SIGN FOR TUMORS THAT ARE LIKELY TO METASTASIZE. ZE'EV RONAI, PH.D., AND RESEARCHERS AT SANFORD-BURNHAM RECENTLY USED A MELANOMA MOUSE MODEL, CELL CULTURES AND HUMAN TISSUE SAMPLES TO UNRAVEL THE RELATIONSHIP BETWEEN MITF AND ATF2, A TRANSCRIPTION FACTOR (OR PROTEIN THAT CONTROLS GENE EXPRESSION) THAT IS MORE ACTIVE IN MELANOMAS. THE STUDY, PUBLISHED DECEMBER 23, 2010 IN PLOS GENETICS, DEMONSTRATES THAT THE MITF IS SUBJECT TO NEGATIVE REGULATION BY ATF2, AND SUCH REGULATION IS A KEY DETERMINANT IN MELANOMA DEVELOPMENT. THIS WORK ALSO REVEALS THAT THE RATIO OF ATF2 TO MITF IN THE NUCLEUS OF MELANOMA CELLS CAN PREDICT SURVIVAL IN MELANOMA PATIENTS - RELATIVELY HIGH AMOUNTS OF ATF2 AND CORRESPONDINGLY LOW MITF LEVELS WERE ASSOCIATED WITH A POOR PROGNOSIS. THE STUDY PROVIDES THE FIRST GENETIC EVIDENCE TO SUPPORT THE INITIAL OBSERVATIONS, SHOWING THAT MICE LACKING ATF2 IN MELANOCYTES DO NOT DEVELOP MELANOMA EVEN IF THEY CARRY MUTATIONS SEEN IN HUMAN MELANOMA. RESEARCHERS LED BY DR. RANJAN PERERA AT SANFORD-BURNHAM, AND COLLABORATORS AT THE UNIVERSITY OF QUEENSLAND IN AUSTRALIA, HAVE DISCOVERED THAT LEVELS OF A RELATIVELY UNDERSTUDIED GROUP OF RNAS - LONG, NON-CODING RNA (LNCRNA) - ARE ALTERED IN HUMAN MELANOMA. THEIR STUDY, PUBLISHED ONLINE MAY 10, 2011 BY THE JOURNAL CANCER RESEARCH, SHOWS THAT ONE LNCRNA CALLED SPRY4-IT1 IS ELEVATED IN MELANOMA CELLS, WHERE IT PROMOTES CELLULAR SURVIVAL AND INVASION. TRADITIONALLY, RNA WAS MOSTLY KNOWN AS THE MESSENGER MOLECULE THAT CARRIES PROTEIN-MAKING INSTRUCTIONS FROM A CELL'S NUCLEUS TO THE CYTOPLASM. BUT SCIENTISTS NOW ESTIMATE THAT APPROXIMATELY 97 PERCENT OF HUMAN RNA DOESN'T ACTUALLY CODE FOR PROTEINS AT ALL. IN THE AREA OF NEUROSCIENCE AND AGING RESEARCH: STUART A. LIPTON, M.D., PH.D., AND A TEAM OF RESEARCHERS AT SANFORD-BURNHAM HAVE REVEALED FINDINGS THAT SHOW THAT NITRIC OXIDE, OR NO CAN ACTUALLY JUMP FROM ONE PROTEIN TO ANOTHER IN MOLECULAR PATHWAYS THAT LEAD TO CELLULAR SUICIDE. PREVIOUSLY THEY HAVE SHOWN THAT NO AND RELATED MOLECULES CAN CONTRIBUTE TO EITHER NERVE CELL DEATH OR NERVE CELL SURVIVAL. WITH THIS NEW FINDING, THEY HAVE A MOLECULAR CLUE TO THE CAUSE OF NERVE CELL DEATH IN PARKINSON'S, ALZHEIMER'S, AND HUNTINGTON'S DISEASES, WHICH CAN BE USED TO BETTER DIAGNOSE AND TREAT THESE DISEASES. ALTHOUGH THEIR GENETIC UNDERPINNINGS DIFFER, ALZHEIMER'S DISEASE, PARKINSON'S DISEASE AND HUNTINGTON'S DISEASE ARE ALL CHARACTERIZED BY THE UNTIMELY DEATH OF BRAIN CELLS. THE RESEARCH WAS PUBLISHED IN THE JULY 30, 2010 ISSUE OF MOLECULAR CELL. A SANFORD-BURNHAM TEAM LED BY BARBARA RANSCHT, PH.D. AND PILAR RUIZ-LOZANO, PH.D. REVEALED THAT THE PROTEIN T-CADHERIN IS THE RECEPTOR THAT ANCHORS CARDIOPROTECTIVE HORMONE CALLED ADIPONECTIN TO HEART CELLS. THE STUDY, PUBLISHED NOVEMBER 1, 2010 IN THE JOURNAL OF CLINICAL INVESTIGATION, HELPS ANSWER THE LONGSTANDING QUESTION ABOUT HOW ADIPONECTIN PREVENTS STRESS-INDUCED DAMAGE IN THE HEART. FAT TISSUE IS INCREASINGLY SEEN AS MORE THAN JUST A STORAGE DEPOT - IT'S ALSO AN ACTIVE SECRETORY ORGAN THAT NORMALLY PRODUCES HIGH LEVELS OF ADIPONECTIN. SANFORD-BURNHAM RESEARCHERS LED BY SEAN OLDHAM, PH.D., AND ROLF BODMER, PH.D., RECENTLY CREATED A SIMPLE MODEL TO LINK HIGH-FAT DIET, OBESITY AND HEART DYSFUNCTION. USING FRUIT FLIES, THEY DISCOVERED THAT A PROTEIN CALLED TOR INFLUENCES FAT ACCUMULATION IN THE HEART. THEIR STUDY, PUBLISHED NOVEMBER 3, 2010 IN THE JOURNAL CELL METABOLISM, ALSO DEMONSTRATES THAT MANIPULATING TOR PROTECTS THE HEARTS OF OBESE FLIES FROM DAMAGE CAUSED BY HIGH-FAT DIETS. THEY HAD PREVIOUSLY NOTICED THAT REDUCING TOR HAD A LARGE NUMBER OF BENEFICIAL EFFECTS ON AGING. IN THIS STUDY THE RESEARCHERS ESTABLISHED THE FRUIT FLY AS A MODEL FOR OBESITY CAUSED BY A HIGH-FAT DIET. A TEAM AT SANFORD-BURNHAM, LED BY ROLF BODMER, PH.D. UNRAVELED AN ALTERNATIVE PATHWAY TO LIPOTOXIC CARDIOMYOPATHY, A CONDITION WHERE HEART FUNCTION IS DISRUPTED BY FAT ACCUMULATION IN HEART CELLS. OBESITY AND HIGH-FAT DIETS ARE MAJOR RISK FACTORS FOR LIPOTOXIC CARDIOMYOPATHY. WORKING WITH FRUIT FLIES, THE RESEARCHERS DISCOVERED A GENETIC MECHANISM THAT OCCURS INDEPENDENTLY OF A DIET HIGH IN FAT. THEIR STUDY, PUBLISHED IN THE JANUARY 15, 2011 ISSUE OF GENES & DEVELOPMENT, LAYS THE FOUNDATION FOR THE DEVELOPMENT OF NEW WAYS TO COMBAT LIPOTOXIC CARDIOMYOPATHY AND OTHER TYPES OF HEART DISEASE. A TEAM LED BY SANFORD-BURNHAM RESEARCHER ALEXEY TERSKIKH, PH.D., FOUND THAT EXPRESSION OF A GENE CALLED SOX2 MAINTAINS THE POTENTIAL FOR NEURAL CREST STEM CELLS TO BECOME NEURONS IN THE PERIPHERAL NERVOUS SYSTEM, WHERE THEY INTERFACE WITH MUSCLES AND OTHER ORGANS. EARLY IN EMBRYONIC DEVELOPMENT, THE NEURAL CREST - A TRANSIENT GROUP OF STEM CELLS - GIVES RISE TO PARTS OF THE NERVOUS SYSTEM AND SEVERAL OTHER TISSUES. BUT LITTLE IS KNOWN ABOUT WHAT DETERMINES WHICH CELLS BECOME NEURONS AND WHICH BECOME OTHER CELL TYPES. THEIR RESULTS, PUBLISHED ONLINE MAY 5, 2011 BY THE JOURNAL CELL STEM CELL, COULD HELP BETTER INFORM THERAPIES AIMED AT NEUROCRISTOPATHIES, DISEASES CAUSED BY DEFECTS IN THE NEURAL CREST OR NEURONS, WHICH INCLUDE MICROPHTHALMIA AND CHARGE SYNDROME. |
| IN THE AREA OF DIABETES AND OBESITY RESEARCH: | DANIEL KELLY, M.D., AND HIS COLLEAGUES AT SANFORD-BURNHAM UNVEILED A SURPRISING NEW MODEL FOR STUDYING MUSCLE FUNCTION: THE COUCH POTATO MOUSE. WHILE THESE MICE MAINTAIN NORMAL ACTIVITY AND BODY WEIGHT, THEY DO NOT HAVE THE ENERGY TO EXERCISE. IN THE DECEMBER 1, 2010 ISSUE OF CELL METABOLISM, DR. KELLY'S TEAM REPORTS WHAT HAPPENS WHEN MUSCLE TISSUE LACKS PGC-1, A PROTEIN COACTIVATOR THAT MUSCLES NEED TO CONVERT FUEL INTO ENERGY. NORMALLY, PHYSICAL STIMULATION BOOSTS PGC-1 ACTIVITY IN MUSCLE CELLS, WHICH SWITCHES ON GENES THAT INCREASE FUEL STORAGE, ULTIMATELY LEADING TO "TRAINED" MUSCLE (THE PHYSICAL CONDITION MOST PEOPLE HOPE TO ATTAIN THROUGH EXERCISE). IN OBESE INDIVIDUALS, PGC-1 LEVELS DROP, POSSIBLY FURTHER REDUCING A PERSON'S CAPACITY TO EXERCISE - CREATING A VICIOUS CYCLE. IN THIS STUDY, MICE WITHOUT MUSCLE PGC-1 LOOKED NORMAL AND WALKED AROUND WITHOUT DIFFICULTY, BUT COULD NOT RUN ON A TREADMILL. SANFORD-BURNHAM'S TIMOTHY OSBORNE, PH.D., AND HIS TEAM FOUND THAT A PROTEIN SENSOR KNOWN TO BALANCE CHOLESTEROL SOURCES CAN ALSO ACCESS A PREVIOUSLY UNDERAPPRECIATED CELLULAR FAT STORAGE DEPOT. THE SENSOR, CALLED STEROL REGULATORY ELEMENT-BINDING PROTEIN 2 (SREBP-2), MONITORS CELLULAR CHOLESTEROL LEVELS AND RESPONDS TO LOW LEVELS BY SWITCHING ON GENES THAT ALLOW THE CELL TO EITHER 1) TAKE UP MORE FROM THE BLOODSTREAM OR 2) MANUFACTURE MORE FROM CHOLESTEROL BUILDING BLOCKS INSIDE THE CELL. THE RESEARCHERS ALSO UNCOVERED A THIRD CHOLESTEROL SOURCE ALSO CONTROLLED BY SREBP-2: FAT DROPLETS STORED INSIDE THE CELL ITSELF. THE STUDY WAS PUBLISHED APRIL 6, 2011 IN THE JOURNAL CELL METABOLISM. IN THE AREA OF CHILDREN'S HEALTH RESEARCH: AT SANFORD-BURNHAM, A TEAM OF SCIENTISTS LED BY PIER LORENZO PURI, M.D., PH.D., RECENTLY UNCOVERED THE MOLECULAR MESSENGERS THAT TRANSLATE INFLAMMATORY SIGNALS INTO THE GENETIC CHANGES THAT TELL MUSCLE STEM CELLS TO DIFFERENTIATE. UNDER NORMAL CIRCUMSTANCES, ADULT STEM CELLS RESIDE IN MUSCLE TISSUE, WHERE THEY CAN DIFFERENTIATE INTO A NUMBER OF DIFFERENT CELL TYPES. AFTER AN INJURY (OR EVEN A TOUGH WORKOUT), MUSCLES ARE INFLAMED AS CELLS AND MOLECULES FLOOD THE AREA TO CONTROL DAMAGE AND BEGIN REPAIRS. WHEN CALLED UPON TO REPLACE MUSCLE TISSUE DAMAGED BY INJURY OR GENETIC DISEASE, SOME MUSCLE STEM CELLS DIFFERENTIATE, BECOMING NEW MUSCLE CELLS, WHILE OTHERS MAKE MORE STEM CELLS. WRITING IN THE OCTOBER 8, 2010 ISSUE OF THE JOURNAL CELL STEM CELL, DR. PURI AND COLLEAGUES REVEAL FUNDAMENTAL MECHANISMS THAT COULD BE MANIPULATED TO ENHANCE HOW MUSCLE STEM CELLS REGENERATE INJURED OR DISEASED MUSCLES. THESE FINDINGS COULD LEAD TO NEW TREATMENTS FOR DISEASES LIKE MUSCULAR DYSTROPHY. IN THE AREA OF INFECTIOUS AND INFLAMMATORY DISEASES: A STUDY LED BY ROBERT RICKERT, PH.D., AT SANFORD-BURNHAM EXPLORED THE ROLES OF TWO ENZYMES INVOLVED IN LYMPHOMA, A CANCER OF THE IMMUNE SYSTEM. THE RESEARCH EXPLORED THE ROLE OF THE ENZYMES, CALLED SHIP AND PTEN, IN B CELL GROWTH AND PROLIFERATION. LYMPHOMA IS A CANCER OF THE IMMUNE SYSTEM. WHITE BLOOD CELLS DIVIDE AGAIN AND AGAIN, SPREADING ABNORMALLY THROUGHOUT THE BODY. LYMPHOMAS CAN ARISE FROM TWO TYPES OF WHITE BLOOD CELLS, T CELLS OR B CELLS, WHICH DIVIDE UNCONTROLLABLY WHEN THE MOLECULAR MECHANISMS THAT KEEP THEM IN CHECK GO AWRY. THE RESULTS, PUBLISHED ONLINE ON OCTOBER 18, 2010 IN THE JOURNAL OF EXPERIMENTAL MEDICINE, SHOW THAT SHIP AND PTEN ACT COOPERATIVELY TO SUPPRESS B CELL LYMPHOMA. THIS NEW INFORMATION COULD IMPACT SEVERAL ANTI-LYMPHOMA THERAPIES CURRENTLY IN DEVELOPMENT. | |
| PROCESS USED BY MANAGEMENT AND/OR GOVERNING BODY TO REVIEW FORM 990 | FORM 990, PART VI, LINE 11B | THE 990 IS PREPARED BY THE FINANCE DEPARTMENT. IT IS REVIEWED BY THE INSTITUTE'S TAX ADVISORS, SELECTED MEMBERS OF MANAGEMENT INCLUDING OFFICERS, AND THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES AND MADE AVAILABLE TO THE MEMBERS OF THE BOARD PRIOR TO FILING. |
| PROCESS USED BY MANAGEMENT AND/OR GOVERNING BODY TO REVIEW FORM 990 | FORM 990, PART VI, LINE 11B | THE 990 IS PREPARED BY THE FINANCE DEPARTMENT. IT IS REVIEWED BY THE INSTITUTE'S TAX ADVISORS, SELECTED MEMBERS OF MANAGEMENT INCLUDING OFFICERS, AND THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES AND MADE AVAILABLE TO THE MEMBERS OF THE BOARD PRIOR TO FILING. |
| DESCRIPTION OF PROCESS TO MONITOR TRANSACTIONS FOR CONFLICT OF INTEREST | FORM 990, PART VI, QUESTION 12C | ANNUALLY, THE INSTITUTE REQUIRES BOARD OF TRUSTEE APPROVAL OF COMPENSATION ADJUSTMENTS AND TOTAL COMPENSATION LEVELS FOR ALL OFFICERS AND OTHER "DISQUALIFIED PERSONS" (AS DEFINED BY IRC SECTION 4958). THE COMPENSATION COMMITTEE, A COMMITTEE DESIGNATED BY THE BOARD, IS RESPONSIBLE FOR THE PROCESS AND ENGAGING AN INDEPENDENT CONSULTING FIRM TO ASSIST IT IN REVIEWING THE TOTAL COMPENSATION PACKAGES (INCLUDING CASH AND NON-CASH BENEFITS) FOR THESE IDENTIFIED PERSONS. THE CONSULTANT REVIEWS THE VARIOUS TYPES OF DIRECT CASH COMPENSATION INCLUDING BASE SALARIES AND ANNUAL INCENTIVE AWARD OPPORTUNITIES AND PAYMENTS. IN ADDITION, THE CONSULTANT PROVIDES THE COMMITTEE AN ASSESSMENT OF TOTAL COMPENSATION INCLUDING THE CASH COMPONENTS MENTIONED ABOVE, PLUS EXECUTIVE BENEFITS AND PERQUISITES. THE CONSULTANT COLLECTS INFORMATION FROM VARIOUS SURVEY SOURCES COVERING NOT-FOR PROFIT AND FOR-PROFIT ORGANIZATIONS SIMILAR IN SIZE AND REFLECTING THE TALENT MARKETS FROM WHICH THE INSTITUTE DRAWS EXECUTIVE TALENT. THE NUMBER OF FOR-PROFIT ORGANIZATIONS USED IN THE SURVEY PROCESS DOES NOT EXCEED 50% OF THE TOTAL ORGANIZATIONS USED. THE COMPENSATION COMMITTEE UTILIZES THIS STUDY ALONG WITH PERFORMANCE DATA FOR EACH INDIVIDUAL TO SUPPORT THEIR DELIBERATIONS AND REVIEW OF PAY LEVELS IN RELATION TO THE EXECUTIVE COMPENSATION PAY PHILOSOPHY AND THE ORGANIZATION'S MISSION. THE DETERMINATION OF EXECUTIVE COMPENSATION IS ALSO DESIGNED TO MEET THE "REBUTTABLE PRESUMPTION OF REASONABLENESS" STANDARD AS OUTLINED IN THE TREASURY REGULATIONS. DECISIONS BY THE COMMITTEE ARE CONTEMPORANEOUSLY DOCUMENTED. THE COMMITTEE PRESENTS THE STUDY FINDINGS AND THE RESULTING DECISIONS TO THE ENTIRE BOARD OF TRUSTEES. THE INSTITUTE'S EXECUTIVE COMPENSATION PHILOSOPHY, WHICH IS REVIEWED ANNUALLY, IS AS FOLLOWS: TARGET EXECUTIVE BASE SALARY AND TOTAL CASH COMPENSATION IS BETWEEN THE 50TH AND 75TH PERCENTILES BY BLENDING DATA FROM SIMILARLY SIZED BIOTECHNOLOGY ORGANIZATIONS FROM THE NOT-FOR-PROFIT AND FOR-PROFIT SECTOR, RESEARCH INSTITUTES AND LARGE UNIVERSITIES. THE PROCESS WAS LAST COMPLETED ON JUNE 8, 2011 FOR THE FOLLOWING 13 POSITIONS: -EXECUTIVE VICE PRESIDENT, CHIEF ADMINISTRATIVE OFFICER, CHIEF FINANCIAL OFFICER AND TREASURER -SENIOR VICE PRESIDENT, BUSINESS DEVELOPMENT -SENIOR DIRECTOR, IP PROP & LEGAL AFFAIRS AND SECRETARY OF THE BOARD -DIRECTOR, IIDC -SCIENTIFIC DIRECTOR, DIABETES AND OBESITY RESEARCH CENTER -DIRECTOR, NASCR -PRESIDENT/DIRECTOR, CANCER CENTER -CEO |
| PROCESS USED TO DETERMINE COMPENSATION | FORM 990, PART VI, LINES 15A AND 15B | ANNUALLY, THE INSTITUTE REQUIRES BOARD OF TRUSTEE APPROVAL OF COMPENSATION ADJUSTMENTS AND TOTAL COMPENSATION LEVELS FOR ALL OFFICERS AND OTHER "DISQUALIFIED PERSONS" (AS DEFINED BY IRC SECTION 4958). THE COMPENSATION COMMITTEE, A COMMITTEE DESIGNATED BY THE BOARD, IS RESPONSIBLE FOR THE PROCESS AND ENGAGING AN INDEPENDENT CONSULTING FIRM TO ASSIST IT IN REVIEWING THE TOTAL COMPENSATION PACKAGES (INCLUDING CASH AND NON-CASH BENEFITS) FOR THESE IDENTIFIED PERSONS. THE CONSULTANT REVIEWS THE VARIOUS TYPES OF DIRECT CASH COMPENSATION INCLUDING BASE SALARIES AND ANNUAL INCENTIVE AWARD OPPORTUNITIES AND PAYMENTS. IN ADDITION, THE CONSULTANT PROVIDES THE COMMITTEE AN ASSESSMENT OF TOTAL COMPENSATION INCLUDING THE CASH COMPONENTS MENTIONED ABOVE, PLUS EXECUTIVE BENEFITS AND PERQUISITES. THE CONSULTANT COLLECTS INFORMATION FROM VARIOUS SURVEY SOURCES COVERING NOT-FOR PROFIT AND FOR-PROFIT ORGANIZATIONS SIMILAR IN SIZE AND REFLECTING THE TALENT MARKETS FROM WHICH THE INSTITUTE DRAWS EXECUTIVE TALENT. THE NUMBER OF FOR-PROFIT ORGANIZATIONS USED IN THE SURVEY PROCESS DOES NOT EXCEED 50% OF THE TOTAL ORGANIZATIONS USED. THE COMPENSATION COMMITTEE UTILIZES THIS STUDY ALONG WITH PERFORMANCE DATA FOR EACH INDIVIDUAL TO SUPPORT THEIR DELIBERATIONS AND REVIEW OF PAY LEVELS IN RELATION TO THE EXECUTIVE COMPENSATION PAY PHILOSOPHY AND THE ORGANIZATION'S MISSION. THE DETERMINATION OF EXECUTIVE COMPENSATION IS ALSO DESIGNED TO MEET THE "REBUTTABLE PRESUMPTION OF REASONABLENESS" STANDARD AS OUTLINED IN THE TREASURY REGULATIONS. DECISIONS BY THE COMMITTEE ARE CONTEMPORANEOUSLY DOCUMENTED. THE COMMITTEE PRESENTS THE STUDY FINDINGS AND THE RESULTING DECISIONS TO THE ENTIRE BOARD OF TRUSTEES. THE INSTITUTE'S EXECUTIVE COMPENSATION PHILOSOPHY, WHICH IS REVIEWED ANNUALLY, IS AS FOLLOWS: TARGET EXECUTIVE BASE SALARY AND TOTAL CASH COMPENSATION IS BETWEEN THE 50TH AND 75TH PERCENTILES BY BLENDING DATA FROM SIMILARLY SIZED BIOTECHNOLOGY ORGANIZATIONS FROM THE NOT-FOR-PROFIT AND FOR-PROFIT SECTOR, RESEARCH INSTITUTES AND LARGE UNIVERSITIES. THE PROCESS WAS LAST COMPLETED ON JUNE 8, 2011 FOR THE FOLLOWING 13 POSITIONS: -EXECUTIVE VICE PRESIDENT, CHIEF ADMINISTRATIVE OFFICER, CHIEF FINANCIAL OFFICER AND TREASURER -SENIOR VICE PRESIDENT, BUSINESS DEVELOPMENT -SENIOR DIRECTOR, IP PROP & LEGAL AFFAIRS AND SECRETARY OF THE BOARD -DIRECTOR, IIDC -SCIENTIFIC DIRECTOR, DIABETES AND OBESITY RESEARCH CENTER -DIRECTOR, NASCR -PRESIDENT/DIRECTOR, CANCER CENTER -CEO |
| AVAIL OF GOV DOCS, CONFLICT OF INTEREST POLICY & FIN STMTS TO GEN PUBLIC | FORM 990, PART VI, Line 19 | DOCUMENTS ARE AVAILABLE UPON REQUEST. |
| OTHER CHANGES IN NET ASSETS OR FUND BALANCES | FORM 990, PART XI, LINE 5 | NET UNREALIZED GAINS ON INVESTMENTS $4,425,781 UNREALIZED GAIN ON INTEREST RATE SWAP $ 474,895 -------------- TOTAL $4,900,676 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE REMAINDER ANNUITY TRUST | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activity | SUPPORT | PrimaryActivity |
| Legal Domicile State | CA | LegalDomicileState |
| Type Of Entity | TRUST | TypeOfEntity |