2011-06-01T11:48:12-05:00 2010-09-30 MOSS ADAMS LLP ONE CALIFORNIA STREET 4TH FLOOR SAN FRANCISCO CA 94111 990 2009-10-01 770207331 Palo Alto Institute for Research and Edu cation Inc PALO 6508583970 3801 Miranda Avenue Palo Alto CA 94304 DONNA MCCARTNEY 6508583970 2011-05-09 1 4159561500 2009 2016-02-24 21:20:13Z DONNA MCCARTNEY 3801 Miranda Avenue Palo Alto CA 94304 22452243 0 X www.paire.org X 1988 CA bioMedical research and education 8 2 0 0 0 0 18475223 20115173 2641068 2290408 154558 35191 0 21270849 22440772 0 0 10317374 11412899 0 0 10808667 10413950 21126041 21826849 144808 613923 7291891 7639401 2835194 2600923 4456697 5038478 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. 0 0 18383327 2290408 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. 18383327 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 52 0 1 0 0 0 0 0 0 0 0 0 0 8 2 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X Lily Ibragimov 6508583970 3801 Miranda Avenue Palo Alto CA 94304 ELIZABETH JOYCE FREEMAN 0.50 X 0 0 0 THOMAS RANDO 1.00 X 0 0 0 DAVID CLARK 0.50 X 0 0 0 JOHN POLLARD 0.50 X 0 0 0 LAWRENCE LEUNG 0.50 X 0 0 0 DOUGLAS OWENS 0.50 X 0 0 0 BARCLAY KAMB 0.50 X 0 0 0 CAROL OLSON 0.50 X 0 0 0 DONNA L MCCARTNEY 40.00 X 180818 0 18098 MARY L THORNTON 40.00 X 121310 0 17710 PATRICIA GRICE 40.00 X 117329 0 16370 Brian J Doherty 40.00 X 121428 0 17180 Stephanie L hensey 40.00 X 117973 0 16415 mary k McElrath 40.00 X 112086 0 16035 VIRGINIA C WONG 40.00 X 105120 0 15198 KEVIN MCGILL 40.00 X 106959 0 15390 983023 0 132396 8 0 1 0 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 9 18427713 1687460 30600 20115173 medical research 541900 1543948 1543948 Govt FEES & CONTRACTS 900099 746460 746460 2290408 46662 46662 11471 -11471 -11471 -11471 22440772 2290408 0 35191 498777 498777 8874610 7609449 1265161 518311 428697 89614 767370 690523 76847 753831 616113 137718 6995 4700 2295 81827 81827 3659505 2903437 756068 59343 39252 20091 358408 193519 164889 128819 115672 13147 125750 125750 139477 115183 24294 165635 165635 19017 19017 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 21826849 18383327 3443522 0 761699 2532859 2373980 1873903 3596732 2602756 88857 81736 1333555 792008 464023 541547 6600 6600 7291891 7639401 848080 526202 852984 859554 1134130 1215167 2835194 2600923 X 3229679 3726284 1227018 1312194 4456697 5038478 7291891 7639401 X 0 1 1 X 1 1 X va palo alto health care system palo alto CA RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 1 558 0 0 0 558 0 1333555 792008 541547 541547 Payroll Payable 482843 Accrued Vacation 508137 Other Accrued Liabilities 224187 1215167 22440772 21826849 613923 -32142 -32142 581781 22408630 -32142 -32142 22440772 0 22440772 21826849 0 21826849 0 21826849 Part X: Description of Uncertain Tax Positions Under FIN 48: 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. X X X X 0 0 0 0 0 0 0 0 0 DONNA L MCCARTNEY 179918 0 0 0 900 0 18082 0 16 0 198916 0 0 0 X Equipment 1 30600 Net Book Value 0 0 1 0 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 Audit Committee The process relating to the oversight of the audit has not changed. Form 990 PART VII; SCH. J, PART II; SCH. L, PART IV; & Sch. R, Part V, 1n cOMPENSATION FROM RELATED ORGANIZATION 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. VA PALO ALTO HEALTH CARE SYSTEM 3801 MIRANDA AVENUE PALO ALTO CA 94304 941179505 tEACHING HOSPITAL, PROVIDING A FULL RANGE OF PATIENT CARE SERVICES CA 501(c)(1) N/A 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 VA PALO ALTO HEALTH CARE SYSTEM M 98480 VA PALO ALTO HEALTH CARE SYSTEM (See Sch O) N 0