PALO ALTO VETERANS INSTITUTE FOR RESEARCH: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- PALO ALTO VETERANS INSTITUTE FOR RESEARCH (EIN 77-0207331)
- Tax period
- 2009-10-01 to 2010-09-30
- Filed
- 2011-06-01
- IRS object ID
- 201101529349300310
- Schema version
- 2009v1.7
- 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 J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-06-01T11:48:12-05:00 | Timestamp |
| Tax Period End Date | 2010-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE CALIFORNIA STREET 4TH FLOOR | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94111 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770207331 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Palo Alto Institute for Research and Edu | BusinessNameLine1 |
| Business Name Line2 | cation Inc | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PALO | NameControl |
| Phone | 6508583970 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3801 Miranda Avenue | AddressLine1 |
| City | Palo Alto | City |
| State | CA | State |
| ZIP Code | 94304 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DONNA MCCARTNEY | Name |
| Title | Exec Director | Title |
| Phone | 6508583970 | Phone |
| Date Signed | 2011-05-09 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4159561500 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | DONNA MCCARTNEY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3801 Miranda Avenue | AddressLine1 |
| City | Palo Alto | City |
| State | CA | State |
| ZIP Code | 94304 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 22452243 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | www.paire.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1988 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | bioMedical research and education | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 8 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 2 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 18475223 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 20115173 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 2641068 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 2290408 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 154558 | InvestmentIncomePriorYear |
| Investment Income Current Year | 35191 | InvestmentIncomeCurrentYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 21270849 | TotalRevenuePriorYear |
| Total Revenue Current Year | 22440772 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 10317374 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 11412899 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 10808667 | OtherExpensePriorYear |
| Other Expenses Current Year | 10413950 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 21126041 | TotalExpensesPriorYear |
| Total Expenses Current Year | 21826849 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 144808 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 613923 | RevenuesLessExpensesCY |
| Total Assets BOY | 7291891 | TotalAssetsBOY |
| Total Assets EOY | 7639401 | TotalAssetsEOY |
| Total Liabilities BOY | 2835194 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2600923 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 4456697 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 5038478 | NetAssetsOrFundBalancesEOY |
| Mission Description | PALO ALTO INSTITUTE FOR RESEARCH AND EDUCATION, INC. (PAIRE) FACILITATES RESEARCH AND EDUCATION ACTIVITIES CONDUCTED AT THE VA PALO ALTO HEALTH CARE SYSTEM (VAPAHCS). THE RANGE OF RESEARCH ACTIVITIES IS BROAD AND INCLUDES SPECIAL EMPHASIS ON BIOMEDICAL, HEALTH SERVICES, REHABILITATION ENGINEERING, MENTAL HEALTH AND GERIATRIC RESEARCH ENDEAVORS. WE ALSO SUPPORT VARIOUS EDUCATIONAL INSTRUCTION OR OTHER LEARNING EXPERIENCES OF BENEFIT TO EMPLOYEES AND VETERANS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 18383327 | Expense |
| Revenue | 2290408 | Revenue |
| Description | PAIRE WORKS WITH THE VETERANS AFFAIRS PALO ALTO HEALTH CARE SYSTEM AND ITS SPONSORS TO (1) FACILITATE THE CONDUCT OF RESEARCH TO FIND NEW WAYS TO COMBAT HUMAN DISEASE TO HELP PEOPLE WITH DISABILITIES, TO ADDRESS HEALTH CARE NEEDS OF VETERANS AND (2) FACILITATE EDUCATIONAL ACTIVITIES TO IMPROVE AND MAINTAIN THE HEALTH OF VETERANS AND THEIR FAMILIES AND GUARDIANS OR TO ASSIST THE VA EMPLOYEES IN IMPROVING THEIR KNOWLEDGE TO ACHIEVE ENHANCED PERFORMANCE. | Description |
| Total Program Service Expense | 18383327 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 52 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Nbr Voting Governing Body Members | 8 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 2 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lily Ibragimov | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6508583970 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3801 Miranda Avenue | AddressLine1 |
| City | Palo Alto | City |
| State | CA | State |
| ZIP Code | 94304 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (16 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 |
|---|---|---|---|---|---|---|---|
| ELIZABETH JOYCE FREEMAN | |||||||
| VA STATUTORY DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| THOMAS RANDO | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| DAVID CLARK | |||||||
| VA STATUTORY DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| JOHN POLLARD | |||||||
| VA STATUTORY DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| LAWRENCE LEUNG | |||||||
| VA STATUTORY DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| DOUGLAS OWENS | |||||||
| Director | 0.50 | X | 0 | 0 | 0 | ||
| BARCLAY KAMB | |||||||
| NON-VA STATUTORY DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| CAROL OLSON | |||||||
| NON-VA STATUTORY DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| DONNA L MCCARTNEY | |||||||
| Executive Director | 40.00 | 180818 | 0 | 18098 | X | ||
| MARY L THORNTON | |||||||
| Chief Operating Officer | 40.00 | 121310 | 0 | 17710 | X | ||
| PATRICIA GRICE | |||||||
| Chief Financial Officer | 40.00 | 117329 | 0 | 16370 | X | ||
| Brian J Doherty | |||||||
| IT Manager | 40.00 | 121428 | 0 | 17180 | X | ||
| Stephanie L hensey | |||||||
| Database Admin | 40.00 | 117973 | 0 | 16415 | X | ||
| mary k McElrath | |||||||
| Nurse Coordinator | 40.00 | 112086 | 0 | 16035 | X | ||
| VIRGINIA C WONG | |||||||
| former HR DIRECTOR | 40.00 | 105120 | 0 | 15198 | X | ||
| KEVIN MCGILL | |||||||
| BIOMEDICAL ENGINEER | 40.00 | 106959 | 0 | 15390 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 983023 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 132396 | TotalOtherCompensation |
| Number Individuals GT100 K | 8 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Stanford University | |||||
| PO Box 44253 | San Francisco | CA | 941444253 | Research Services | 990096 |
| va pa health care system | |||||
| 3801 Miranda Ave | Palo Alto | CA | 94304 | Research Services | 604326 |
| GeneFluidics Inc | |||||
| 2540 corporate place ste b 101 | monterey park | CA | 91754 | research services | 386417 |
| UNIVERSITY OF ARIZONA | |||||
| PO BOX 3520 | TUSCON | AZ | 857223520 | research services | 222495 |
| University of California | |||||
| 1111 Franklin Street 12th floor | Oakland | CA | 94607 | research services | 176878 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 9 | NumberOfContractorsGT100K |
| Government Grants | 18427713 | GovernmentGrants |
| All Other Contributions | 1687460 | AllOtherContributions |
| Noncash Contributions | 30600 | NoncashContributions |
| Total Contributions | 20115173 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| medical research | 541900 | 1543948 | 1543948 |
| Govt FEES & CONTRACTS | 900099 | 746460 | 746460 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 2290408 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 46662 | TotalRevenueColumn |
| Exclusion | $46,662 | ExclusionAmount |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 11471 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -11471 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -11471 | TotalRevenueColumn |
| Exclusion | -$11,471 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 22440772 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2290408 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $35,191 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 498777 | Total |
| Management And General | 498777 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8874610 | Total |
| Program Services | 7609449 | ProgramServices |
| Management And General | 1265161 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 518311 | Total |
| Program Services | 428697 | ProgramServices |
| Management And General | 89614 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 767370 | Total |
| Program Services | 690523 | ProgramServices |
| Management And General | 76847 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 753831 | Total |
| Program Services | 616113 | ProgramServices |
| Management And General | 137718 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6995 | Total |
| Program Services | 4700 | ProgramServices |
| Management And General | 2295 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 81827 | Total |
| Management And General | 81827 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3659505 | Total |
| Program Services | 2903437 | ProgramServices |
| Management And General | 756068 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 59343 | Total |
| Program Services | 39252 | ProgramServices |
| Management And General | 20091 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 358408 | Total |
| Program Services | 193519 | ProgramServices |
| Management And General | 164889 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 128819 | Total |
| Program Services | 115672 | ProgramServices |
| Management And General | 13147 | ManagementAndGeneral |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 125750 | Total |
| Program Services | 125750 | ProgramServices |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 139477 | Total |
| Program Services | 115183 | ProgramServices |
| Management And General | 24294 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 165635 | Total |
| Management And General | 165635 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19017 | Total |
| Management And General | 19017 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| Research Material Costs | 2785430 | 2785430 | |
| personnel cost | 2487144 | 2369508 | 117636 |
| Equip. Rental & Maint. | 239204 | 236402 | 2802 |
| research subject cost | 140887 | 140887 | |
| Postage and other | 16509 | 8805 | 7704 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21826849 | Total |
| Program Services | 18383327 | ProgramServices |
| Management And General | 3443522 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 761699 | BOY |
| EOY | 2532859 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2373980 | BOY |
| EOY | 1873903 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3596732 | BOY |
| EOY | 2602756 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 88857 | BOY |
| EOY | 81736 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1333555 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 792008 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 464023 | BOY |
| EOY | 541547 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6600 | BOY |
| EOY | 6600 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7291891 | BOY |
| EOY | 7639401 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 848080 | BOY |
| EOY | 526202 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 852984 | BOY |
| EOY | 859554 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1134130 | BOY |
| EOY | 1215167 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2835194 | BOY |
| EOY | 2600923 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3229679 | BOY |
| EOY | 3726284 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1227018 | BOY |
| EOY | 1312194 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4456697 | BOY |
| EOY | 5038478 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7291891 | BOY |
| EOY | 7639401 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Medical Research Org170b1 Aiii | X | MedicalResearchOrg170b1Aiii |
Hospital Name And Address HospitalNameAndAddress
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | va palo alto health care system | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| City | palo alto | City |
| State | CA | State |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | Volunteers |
| Paid Staff Or Management | 0 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 1 | GrantsOtherOrganizations |
| Grants Other Organizations | $558 | GrantsOtherOrganizationsAmount |
| Direct Contact Legislators | 0 | DirectContactLegislators |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 0 | OtherActivities |
| Total Lobbying Expenditures IIB | 558 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Schedule D IRS990ScheduleD
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1333555 | OtherCostOrOtherBasis |
| Depreciation | 792008 | Depreciation |
| Book Value | 541547 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 541547 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Payroll Payable | $482,843 |
| Accrued Vacation | $508,137 |
| Other Accrued Liabilities | $224,187 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1215167 | TotalOfAmounts |
| Total Revenue | 22440772 | TotalRevenue |
| Total Expenses | 21826849 | TotalExpenses |
| Excess Or Deficit For Year | 613923 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -32142 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -32142 | TotalAdjustments |
| Excess Or Deficit Per FS | 581781 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 22408630 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -32142 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -32142 | RevenueNotRptdF990 |
| Revenue Subtotal | 22440772 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 22440772 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 21826849 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 21826849 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 21826849 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part X: | Identifier |
| Return Reference | Description of Uncertain Tax Positions Under FIN 48: | ReturnReference |
| Explanation | Palo Alto Institute for Research and Education, Inc. is a nonprofit corporation exempt from federal income tax under Internal Revenue Code section 501(c)(3) and state income tax under California Revenue and Taxation Code section 23701(d). The Organization qualifies for the charitable contribution deduction under IRC section 170(b)(1)(A)(iii) and has been classified as an Organization that is not a private foundation under section 509(a)(1). As of September 30, 2010, the Organization had no unrecognized tax benefits or uncertain tax positions requiring accrual. Therefore, no provision for income taxes has been provided in the financial statements. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | X | IndependentConsultant |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DONNA L MCCARTNEY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Base Compensation Filing Org | 179918 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 900 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 18082 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 16 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 198916 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule M IRS990ScheduleM
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | Equipment | Description |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 30600 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Net Book Value | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| Form 990, Part VI, Section B, line 11 | PRIOR TO SUBMISSION, PAIRE'S FORM 990 IS PROVIDED TO EACH BOARD MEMBER VIA E-MAIL. EACH BOARD MEMBER MUST AFFIRMATIVELY RESPOND THAT HE/SHE HAS REVIEWED THE 990 BEFORE IT IS SUBMITTED. | |
| Form 990, Part VI, Section B, line 12c | EACH YEAR, PAIRE'S DIRECTORS AND OFFICERS MUST REVIEW PAIRE'S CONLICT OF INTEREST POLICY AND COMPLETE AND SIGN A CONFLICT OF INTEREST DISCLOSURE QUESTIONNAIRE, DISCLOSING ANY POTENTIAL AREAS OF CONFLICT OF INTEREST OCCURRING DURING THE PRECEDING 12 MONTHS. | |
| Form 990, Part VI, Section B, line 15 | AN INDEPENDENT COMPENSATION CONSULTING FIRM PROVIDES NONPROFIT EXECUTIVE COMPENSATION DATA FOR COMPARABLE ORGANIZATIONS DIRECTLY TO PAIRE'S BOARD OF DIRECTORS. THE BOARD CONVENES AN EXECUTIVE SESSION, DURING WHICH THE COMPENSATION DATA IS USED TO MAKE EXECUTIVE COMPENSATION DECISIONS. WITHIN 60 DAYS OF ANY EXECUTIVE COMPENSATION DECISION, THE BOARD'S DECISION IS DOCUMENTED. DOCUMENTATION INCLUDES THE TERMS AND DATE OF EACH DECISION, NAMES OF MEMBERS PRESENT DURING THE DEBATE AND HOW THOSE PRESENT VOTED. | |
| Form 990, Part VI, Section C, line 19 | The audited financial statements, organizing/governing documents, and conflict of interest policy are available upon written request. | |
| Form 990 PART XI; 2c | The process relating to the oversight of the audit has not changed. | Audit Committee |
| Form 990 PART VII; SCH. J, PART II; SCH. L, PART IV; & Sch. R, Part V, 1n | On 1/27/11 PAIRE wrote to each of the 6 Board Members who are compensated by the VA Palo Alto Health Care System, requesting permission to obtain his/her compensation information for Tax Year Ending 12/31/09. In response, all 6 Board Members declined in writing to provide their compensation information. | cOMPENSATION FROM RELATED ORGANIZATION |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VA PALO ALTO HEALTH CARE SYSTEM | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3801 MIRANDA AVENUE | AddressLine1 |
| City | PALO ALTO | City |
| State | CA | State |
| ZIP Code | 94304 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941179505 | EIN |
| Primary Activities | tEACHING HOSPITAL, PROVIDING A FULL RANGE OF PATIENT CARE SERVICES | PrimaryActivities |
| Legal Domicile State | CA | LegalDomicileState |
| Exempt Code Section | 501(c)(1) | ExemptCodeSection |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| VA PALO ALTO HEALTH CARE SYSTEM | |
| M | 98480 |
| VA PALO ALTO HEALTH CARE SYSTEM (See Sch O) | |
| N | 0 |