JACKSON LABORATORY: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- JACKSON LABORATORY (EIN 01-0211513)
- Tax period
- 2009-06-01 to 2010-05-31
- Filed
- 2011-03-15
- IRS object ID
- 201110749349300811
- 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 F
- Schedule G
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-03-15T11:20:24-05:00 | Timestamp |
| Tax Period End Date | 2010-05-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 SOUTH STREET | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02111 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-06-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 010211513 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JACKSON LABORATORY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JACK | NameControl |
| Phone | 2072886000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 MAIN STREET PO BOX 9741 | AddressLine1 |
| City | BAR HARBOR | City |
| State | ME | State |
| ZIP Code | 04609 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LINDA JENSEN | Name |
| Title | CHIEF FINANCIAL OFFICER | Title |
| Date Signed | 2011-03-15 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6179881000 | 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 | LINDA A JENSEN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 MAIN STREET PO BOX 9741 | AddressLine1 |
| City | BAR HARBOR | City |
| State | ME | State |
| ZIP Code | 04609 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 200543315 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.JAX.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1929 | YearFormation |
| State Legal Domicile | ME | StateLegalDomicile |
| Activity Or Mission Description | WE DISCOVER THE GENETIC BASIS FOR PREVENTING, TREATING AND CURING HUMAN DISEASE, AND WE ENABLE RESEARCH AND EDUCATION FOR THE GLOBAL BIOMEDICAL COMMUNITY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 25 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 24 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1553 | TotalNbrEmployees |
| Total Nbr Volunteers | 173 | TotalNbrVolunteers |
| Total Gross UBI | 21308 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 2274 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 66396577 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 69040663 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 99510326 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 127618036 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 5250457 | InvestmentIncomePriorYear |
| Investment Income Current Year | 3220771 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 139765 | OtherRevenuePriorYear |
| Other Revenue Current Year | 402551 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 171297125 | TotalRevenuePriorYear |
| Total Revenue Current Year | 200282021 | 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 | 97883221 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 96734994 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1681948 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 66137515 | OtherExpensePriorYear |
| Other Expenses Current Year | 73772367 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 164020736 | TotalExpensesPriorYear |
| Total Expenses Current Year | 170507361 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 7276389 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 29774660 | RevenuesLessExpensesCY |
| Total Assets BOY | 340180669 | TotalAssetsBOY |
| Total Assets EOY | 378980549 | TotalAssetsEOY |
| Total Liabilities BOY | 121958983 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 122889346 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 218221686 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 256091203 | NetAssetsOrFundBalancesEOY |
| Mission Description | WE DISCOVER THE GENETIC BASIS FOR PREVENTING, TREATING AND CURING HUMAN DISEASE, AND WE ENABLE RESEARCH AND EDUCATION FOR THE GLOBAL BIOMEDICAL COMMUNITY. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Activity Code | 541710 | ActivityCode |
| Expense | 76938790 | Expense |
| Revenue | 126788661 | Revenue |
| Description | GENETIC RESOURCES - PLEASE SEE SCHEDULE O FOR DETAIL. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity Code | 541710 | ActivityCode |
| Expense | 66082706 | Expense |
| Revenue | 274913 | Revenue |
| Description | RESEARCH - PLEASE SEE SCHEDULE O FOR DETAIL. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity Code | 541710 | ActivityCode |
| Expense | 3418946 | Expense |
| Revenue | 554462 | Revenue |
| Description | TRAINING - PLEASE SEE SCHEDULE O FOR DETAIL. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 146440442 | 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 |
| Balance Sheet Amounts Reported | true | BalanceSheetAmountsReported |
| 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 | true | 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 | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | true | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | 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 | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 133 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 1553 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | true | ForeignFinancialAccount |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| 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 | true | PremiumsPaid |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Nbr Voting Governing Body Members | 25 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 24 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | 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 |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ME | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | LINDA A JENSEN | NamePerson |
| Telephone Number | 2072886108 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 MAIN STREET | AddressLine1 |
| City | BAR HARBOR | City |
| State | ME | State |
| ZIP Code | 04609 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (36 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| DAVID BALTIMORE PHD | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| ROBERT C BECK | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| DAVID R CABOT | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| KATHLEEN A CORBET | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| LOUIS J D'AMBROSIO | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| ROSS E DWORMAN | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| DAVID D ELLIMAN | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| ANTHONY B EVNIN PHD | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| JAMES J GALLOGLY | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| RICHARD S GURIN | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| WILLIAM S HARWOOD ESQ | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| STEWART J HEN | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| LEO A HOLT | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| WESLIE R JANEWAY | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| MARIE J LANGLOIS | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| RICHARD S LANNAMANN | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| SAM R LITTLE | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| TERRY R MAGNUSON PHD | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| TOM P MANIATIS PHD | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| SHIRLEY M TILGHMAN PHD | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| TOM S VOLPE | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| BRIAN WRUBLE | ||||||||
| CHAIRMAN | 1.0 | X | 0 | 0 | 0 | |||
| RICHARD P WOYCHIK PHD | ||||||||
| PRESIDENT & CEO | 40.0 | X | 415896 | 0 | 123904 | X | ||
| PETER GERRITY | ||||||||
| SECRETARY | 1.0 | X | 0 | 0 | 0 | X | ||
| EDWARD L SAMEK | ||||||||
| TREASURER | 1.0 | X | 0 | 0 | 0 | X | ||
| CHARLES E HEWETT PHD | ||||||||
| VICE PRESIDENT & COO | 40.0 | 413621 | 0 | 117862 | X | |||
| MICHAEL HYDE | ||||||||
| VICE PRESIDENT FOR ADANCEMENT | 40.0 | 274656 | 0 | 42348 | X | |||
| LINDA JENSEN | ||||||||
| CHIEF FINANCIAL OFFICER | 40.0 | 273565 | 0 | 61007 | X | |||
| JANA ROBINSON | ||||||||
| ASSISTANT SECRETARY | 40.0 | 44716 | 0 | 22396 | X | |||
| RONALD SUCY | ||||||||
| ASSISTANT TREASURER | 40.0 | 113311 | 0 | 18714 | X | |||
| ROBERT BRAUN PHD | ||||||||
| ASSOC. DIR/CHAIR OF RESEARCH | 40.0 | 291273 | 0 | 25868 | X | |||
| AUROBINDO NAIR PHD | ||||||||
| GENERAL MANAGER JMS MARKETING | 40.0 | 280786 | 0 | 56185 | X | |||
| KATHY L VANDEGRIFT | ||||||||
| GENERAL MANAGER JMS OPERATIONS | 40.0 | 248117 | 0 | 48742 | X | |||
| JANAN T EPPIG PHD | ||||||||
| SCIENTIST, FACULTY | 40.0 | 213370 | 0 | 28690 | X | |||
| MICHAEL WATERS | ||||||||
| SENIOR DIR OF OPP DEVELOPMENT | 40.0 | 189986 | 0 | 36827 | X | |||
| GARY A CHURCHILL PHD | ||||||||
| SCIENTIST, FACULTY | 40.0 | 186130 | 0 | 37394 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2945427 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 619937 | TotalOtherCompensation |
| Number Individuals GT100 K | 52 | 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 |
|---|---|---|---|---|---|
| COLUMBUS IT PARTNERS | |||||
| 750 WASHINGTON BOULEVARD 5TH FLOOR | STAMFORD | CT | 06901 | IT CONSULTING | 494114 |
| WBRC ARCHITECTS ENGINEERS | |||||
| 44 CENTRAL STREET | BANGOR | ME | 04401 | Architect-Consulting | 223852 |
| GRANT THORNTON LLP | |||||
| 226 CAUSEWAY STREET | BOSTON | MA | 02114 | IT CONSULTING | 219448 |
| KPMG LLP | |||||
| TWO FINANCIAL CTR 60 SOUTH STREET | BOSTON | MA | 02111 | AUDITING | 149500 |
| WOLF GREENFIELD SACKS PC | |||||
| 600 ATLANTIC AVENUE | BOSTON | MA | 022102206 | LEGAL | 103879 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| Fundraising Events | 114720 | FundraisingEvents |
| Government Grants | 66597184 | GovernmentGrants |
| All Other Contributions | 2328759 | AllOtherContributions |
| Noncash Contributions | 280927 | NoncashContributions |
| Total Contributions | 69040663 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| GENETIC RESOURCES | 900099 | 126788661 | 126788661 |
| TRAINING & EDUCATION | 900099 | 554462 | 554462 |
| OTHER PROGRAM INCOME | 900099 | 274913 | 274913 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 127618036 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2837907 | TotalRevenueColumn |
| Unrelated Business Revenue | 21308 | UnrelatedBusinessRevenue |
| Exclusion | $2,816,599 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 554376 | TotalRevenueColumn |
| Exclusion | $554,376 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Personal | 0 | Personal |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 473698 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 90834 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 382864 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 382864 | TotalRevenueColumn |
| Exclusion | $382,864 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 18635 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 114720 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 170460 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -151825 | TotalRevenueColumn |
| Related Or Exempt Function Income | -151825 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 0 | GrossIncomeGaming |
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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 200282021 | TotalRevenueColumn |
| Related Or Exempt Function Income | 127466211 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 21308 | UnrelatedBusinessRevenue |
| Exclusion | $3,753,839 | 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 | 4155718 | Total |
| Program Services | 1105938 | ProgramServices |
| Management And General | 3049780 | 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 | 67955012 | Total |
| Program Services | 57841759 | ProgramServices |
| Management And General | 9143129 | ManagementAndGeneral |
| Fundraising | 970124 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5756887 | Total |
| Program Services | 5189652 | ProgramServices |
| Management And General | 478635 | ManagementAndGeneral |
| Fundraising | 88600 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13519887 | Total |
| Program Services | 10734995 | ProgramServices |
| Management And General | 2602011 | ManagementAndGeneral |
| Fundraising | 182881 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5347490 | Total |
| Program Services | 4551648 | ProgramServices |
| Management And General | 719500 | ManagementAndGeneral |
| Fundraising | 76342 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 283387 | Total |
| Program Services | 9242 | ProgramServices |
| Management And General | 274119 | ManagementAndGeneral |
| Fundraising | 26 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 280156 | Total |
| Management And General | 280156 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44163 | Total |
| Management And General | 44163 | 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 | 2396271 | Total |
| Program Services | 2146933 | ProgramServices |
| Management And General | 245665 | ManagementAndGeneral |
| Fundraising | 3673 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1203024 | Total |
| Program Services | 923742 | ProgramServices |
| Management And General | 269641 | ManagementAndGeneral |
| Fundraising | 9641 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 688863 | Total |
| Program Services | 497545 | ProgramServices |
| Management And General | 182995 | ManagementAndGeneral |
| Fundraising | 8323 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2166991 | Total |
| Program Services | 1884100 | ProgramServices |
| Management And General | 269728 | ManagementAndGeneral |
| Fundraising | 13163 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9924287 | Total |
| Program Services | 9313216 | ProgramServices |
| Management And General | 565565 | ManagementAndGeneral |
| Fundraising | 45506 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2910142 | Total |
| Program Services | 2454820 | ProgramServices |
| Management And General | 294402 | ManagementAndGeneral |
| Fundraising | 160920 | 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 | 531365 | Total |
| Program Services | 392263 | ProgramServices |
| Management And General | 138842 | ManagementAndGeneral |
| Fundraising | 260 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3669632 | Total |
| Program Services | 3659611 | ProgramServices |
| Management And General | 10021 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18758068 | Total |
| Program Services | 16889471 | ProgramServices |
| Management And General | 1754662 | ManagementAndGeneral |
| Fundraising | 113935 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1148688 | Total |
| Program Services | 1006873 | ProgramServices |
| Management And General | 135216 | ManagementAndGeneral |
| Fundraising | 6599 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| OTHER SERVICES | 796075 | 705361 | 90714 | |
| STIPENDS | 673158 | 673158 | ||
| SUPPLIES | 22765970 | 21236423 | 1529547 | |
| EQUIPMENT RENTAL | 443364 | 346599 | 94951 | 1814 |
| OTHER EXPENSES | 5088763 | 4877093 | 211529 | 141 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 170507361 | Total |
| Program Services | 146440442 | ProgramServices |
| Management And General | 22384971 | ManagementAndGeneral |
| Fundraising | 1681948 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25000 | BOY |
| EOY | 25000 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 56447702 | BOY |
| EOY | 74526436 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5161632 | BOY |
| EOY | 7921306 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12472689 | BOY |
| EOY | 14042269 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1511304 | BOY |
| EOY | 1633795 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 737010 | BOY |
| EOY | 1185179 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 360523200 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 158878449 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 206084382 | BOY |
| EOY | 201644751 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 53411896 | BOY |
| EOY | 32337691 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 39066685 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4329054 | BOY |
| EOY | 6597437 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 340180669 | BOY |
| EOY | 378980549 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20868721 | BOY |
| EOY | 23176599 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4386293 | BOY |
| EOY | 4507568 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 83283840 | BOY |
| EOY | 81564779 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13420129 | BOY |
| EOY | 13640400 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 121958983 | BOY |
| EOY | 122889346 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 196961563 | BOY |
| EOY | 220315670 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13271207 | BOY |
| EOY | 27543396 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7988916 | BOY |
| EOY | 8232137 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 218221686 | BOY |
| EOY | 256091203 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 340180669 | BOY |
| EOY | 378980549 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
| Contrib By Controlling Individual | false | ContribByControllingIndividual |
| Contribution By Related Party | false | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | false | ContribBy35ControlledEntity |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 74513785 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 69277727 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 66103830 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 66396577 | CurrentTaxYearMinus1Year |
| Current Tax Year | 69040663 | CurrentTaxYear |
| Total | 345332582 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 74513785 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 69277727 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 66103830 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 66396577 | CurrentTaxYearMinus1Year |
| Current Tax Year | 69040663 | CurrentTaxYear |
| Total | 345332582 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 345332582 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3089773 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3880882 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4569075 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4253688 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3370975 | CurrentTaxYear |
| Total | 19164393 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 192895 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 97530 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 19815 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Current Tax Year | 21308 | CurrentTaxYear |
| Total | 331548 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 364828523 | TotalSupport |
| Gross Receipts From Admissions Etc | 385602050 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.94656 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.97208 | 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 | true | 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 | $64,128 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | false | RalliesDemonstrations |
| Total Lobbying Expenditures IIB | 64128 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | false | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | LOBBYING ACTIVITY BY NON-ELECTING 501(C)(3) ORGANIZATION | Identifier |
| Return Reference | PART II-B, LINE 1G | ReturnReference |
| Explanation | ADVOCACY ACTIVITIES IN WASHINGTON D.C., MAINE AND FLORIDA ARE UNDERTAKEN BY THE JACKSON LABORATORY. MAINE ACTIVITIES ARE UNDERTAKEN BY THE DIRECTOR, OFFICE OF GOVERNMENTAL RELATIONS AT THE JACKSON LABORATORY, FLORIDA ACTIVITIES ARE UNDERTAKEN BY THE DIRECTOR OF ADVANCEMENT, CHIEF OPERATING OFFICER, AND THE CHIEF EXECUTIVE OFFICER. THE LABORATORY ENGAGES A CONSULTANT IN WASHINGTON, D.C. WHO WORKS AT THE FEDERAL LEVEL ON BEHALF OF THE JACKSON LABORATORY. THE TOTAL LOBBYING EXPENSE FOR THE YEAR ENDED MAY 31, 2010 WAS $64,128, $44,163 WAS PAID TO LOBBYING FIRMS AND GROUPS. IN ADDITION, $19,965 WAS AN ALLOCATION OF EMPLOYEE COMPENSATION FOR LOBBYING ACTIVITIES. | 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 | 58922000 | BeginningOfYearBalance |
| Contributions | 6051000 | Contributions |
| Investment Earnings Or Losses | 10277000 | InvestmentEarningsOrLosses |
| Other Expenditures | 485000 | OtherExpenditures |
| End Of Year Balance | 74765000 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 80042000 | BeginningOfYearBalance |
| Contributions | 76000 | Contributions |
| Investment Earnings Or Losses | -20682000 | InvestmentEarningsOrLosses |
| Other Expenditures | 514000 | OtherExpenditures |
| End Of Year Balance | 58922000 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.89000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.11000 | 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 | 1511310 | OtherCostOrOtherBasis |
| Book Value | 1511310 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 271038676 | OtherCostOrOtherBasis |
| Depreciation | 105541802 | Depreciation |
| Book Value | 165496874 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 74915304 | OtherCostOrOtherBasis |
| Depreciation | 51157680 | Depreciation |
| Book Value | 23757624 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 13057910 | OtherCostOrOtherBasis |
| Depreciation | 2178967 | Depreciation |
| Book Value | 10878943 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 201644751 | TotalOfBookValueLandBuildings |
| Financial Derivatives | FinancialDerivatives | |
| Closely Held Equity Interests | CloselyHeldEquityInterests |
Other Securities OtherSecurities (5 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| US EQUITY | 6609359 | F |
| INTERNATIONAL EQUITY | 2387457 | F |
| MATL | 10809118 | F |
| NMAA | 4179544 | F |
| FIXED INCOME | 15081207 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 39066685 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| POST RETIREE BENEFITS | $8,227,860 |
| INTEREST RATE SWAP | $5,412,540 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 13640400 | TotalOfAmounts |
| Total Revenue | 200282021 | TotalRevenue |
| Total Expenses | 170507361 | TotalExpenses |
| Excess Or Deficit For Year | 29774660 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 8422884 | NetUnrealizedGLOnInvestments |
| Donated Services And Facilities | 30797 | DonatedServicesAndFacilities |
| Other | -$358,823 | OtherAmount |
| Total Adjustments | 8094858 | TotalAdjustments |
| Excess Or Deficit Per FS | 37869518 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 208547339 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 8422884 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 30797 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | -358823 | OtherRevenues |
| Revenue Not Rptd F990 | 8094858 | RevenueNotRptdF990 |
| Revenue Subtotal | 200452481 | RevenueSubtotal |
| Other Revenues Not Included | -170460 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -170460 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 200282021 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 170677821 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 170460 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 170460 | ExpensesNotRptdF990 |
| Expenses Subtotal | 170507361 | ExpensesSubtotal |
| Total Expenses Per Form990 | 170507361 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ENDOWMENT FUNDS | PART V, LINE 4 | THE INVESTMENT AND SPENDING POLICIES FOR THE ENDOWMENT ASSETS ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING FOR PROGRAMS SUPPORTED BY AN ENDOWMENT, WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF ENDOWMENT ASSETS. IN ADDITION, WHEN CONSIDERING APPROPRIATION OF BOARD DESIGNATED ENDOWMENT BALANCES, THE TRUSTEES CONSIDER THE NEED TO MAINTAIN UNRESTRICTED NET ASSET LEVELS TO MEET LIQUIDITY COVENANTS RELATED TO OUTSTANDING BONDS. ACCORDINGLY, THE BOARD OF TRUSTEES APPROPRIATED ANNUALLY A PORTION OF LONG-TERM INVESTMENT RETURN FOR SPENDING. IN 2010, THE BOARD OF TRUSTEES SET SEPARATE LONG-TERM INVESTMENT RETURN OBJECTIVES AND RISK PARAMETERS FOR DONOR-DESIGNATED AND BOARD DESIGNATED FUNDS. DONOR-DESIGNATED FUNDS ARE INVESTED WITH AN INVESTMENT OBJECTIVE OF ATTAINING AN AVERAGE ANNUAL REAL TOTAL RETURN IN EXCESS OF THE SPENDING RATE OVER THE LONG TERM WITH A RISK PROFILE EQUIVALENT TO THE STANDARD & POOR'S INDEX OF STOCKS. IN CONTRAST, BOARD-DESIGNATED FUNDS ARE INVESTED WITH AN INVESTMENT OBJECTIVE OF PRESERVING VALUE AND MAINTAINING LIQUIDITY IN THE SHORT TERM, DEFINED AS THREE YEARS. GENERALLY THE SPENDING IS EQUAL TO 4% OF THE ROLLING THREE YEAR AVERAGE OF THE FAIR VALUE OF THE DONOR FUND INVESTMENTS. |
| OTHER CHANGES IN NET ASSETS | PART XI, LINE 8 | UNREALIZED LOSS ON INTEREST RATE SWAPS (365,277) CHANGES IN ACTUARIAL ASSUMPTIONS 8,495 OTHER (2,041) |
| OTHER REVENUE INCLUDED IN FINANCIAL STATEMENTS BUT NOT ON RETURN | PART XII, LINE 2D | UNREALIZED LOSS ON INTEREST RATE SWAPS (365,277) CHANGES IN ACTUARIAL ASSUMPTIONS 8,495 OTHER (2,041) |
| OTHER REVENUE ON RETURN NOT IN FINANCIAL STATEMENTS | PART XII, LINE 4B | RECLASS OF FUNDRAISING EXPENSE (170,460) |
| OTHER EXPENSES INCLUDED IN FINANCIAL STATEMENTS NOT ON RETURN | PART XIII, LINE 2D | RECLASS OF FUNDRAISING EXPENSE 170,460 |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (2 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| Europe (Including Iceland and Greenland) | 0 | 1 | Program Services | RESEARCH | 64997 |
| Central America and the Caribbean | INVESTMENT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 1 | TotalNumberOfEmployees |
| Total Amount Spent | 64997 | TotalAmountSpent |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | AWARDS DINNER | NameOfEvent1 |
| Gross Receipts Event1 | 41850 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 35805 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 6045 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 80597 | OtherDirectExpensesEvent1 |
| Name Of Event2 | DISC. LUNCHEON | NameOfEvent2 |
| Gross Receipts Event2 | 28600 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 27360 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 1240 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 23849 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 5 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 62905 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 51555 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 11350 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 66014 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 133355 | GrossReceiptsTotal |
| Charitable Contributions Total | 114720 | CharitableContributionsTotal |
| Gross Revenue Total Events | 18635 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 170460 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 170460 | DirectExpenseSummaryEvents |
| Net Income Summary | -151825 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| 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 |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RICHARD P WOYCHIK PHD | |||||||||||||
| 392622 | 0 | 23274 | 0 | 0 | 0 | 104500 | 0 | 19404 | 0 | 539800 | 0 | 0 | 0 |
| CHARLES E HEWETT PHD | |||||||||||||
| 383621 | 0 | 30000 | 0 | 0 | 0 | 99500 | 0 | 18362 | 0 | 531483 | 0 | 0 | 0 |
| MICHAEL HYDE | |||||||||||||
| 249656 | 0 | 25000 | 0 | 0 | 0 | 24500 | 0 | 17848 | 0 | 317004 | 0 | 0 | 0 |
| LINDA JENSEN | |||||||||||||
| 238565 | 0 | 35000 | 0 | 0 | 0 | 24500 | 0 | 36507 | 0 | 334572 | 0 | 0 | 0 |
| ROBERT BRAUN PHD | |||||||||||||
| 291273 | 0 | 0 | 0 | 0 | 0 | 24500 | 0 | 1368 | 0 | 317141 | 0 | 0 | 0 |
| AUROBINDO NAIR PHD | |||||||||||||
| 225661 | 0 | 55125 | 0 | 0 | 0 | 24500 | 0 | 31685 | 0 | 336971 | 0 | 0 | 0 |
| KATHY L VANDEGRIFT | |||||||||||||
| 203867 | 0 | 44250 | 0 | 0 | 0 | 22891 | 0 | 25851 | 0 | 296859 | 0 | 0 | 0 |
| JANAN T EPPIG PHD | |||||||||||||
| 213370 | 0 | 0 | 0 | 0 | 0 | 21506 | 0 | 7184 | 0 | 242060 | 0 | 0 | 0 |
| MICHAEL WATERS | |||||||||||||
| 166712 | 0 | 23274 | 0 | 0 | 0 | 18828 | 0 | 17999 | 0 | 226813 | 0 | 0 | 0 |
| GARY A CHURCHILL PHD | |||||||||||||
| 186130 | 0 | 0 | 0 | 0 | 0 | 19336 | 0 | 18058 | 0 | 223524 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| BENEFITS | PART I, LINE 1A | TAX INDEMNIFICATION AND GROSS-UP PAYMENTS: THE JACKSON LABORATORY GROSSES UP WAGES TO COVER THE TAXES ON IMPUTED INSURANCE PREMIUMS FOR THE SENIOR MANAGEMENT GROUP. THE LABORATORY ALSO GROSSES UP WAGES FOR GIFT CARDS AND OTHER AWARD OR PRIZES TO EMPLOYEES SO THAT THE RECIPIENTS RECEIVE THE TRUE VALUE OF THE GIFT OR AWARD. |
| SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN | PART I, LINE 4B | RICHARD P. WOYCHIK, PHD, PRESIDENT AND CEO AND CHARLES E. HEWETT, PHD, VICE PRESIDENT AND COO, PARTICIPATE IN A NONQUALIFIED SUPPLEMENTAL RETIREMENT PLAN UNDER 457(F). THE AMOUNT TAXABLE TO THEM UNDER THE PLAN DURING THE YEAR IS $0. |
| NON-FIXED PAYMENTS | PART I, LINE 7 | THE TOTAL COMPENSATION PACKAGE OF CERTAIN OFFICERS AND KEY EMPLOYEES INCLUDES VARIABLE COMPENSATION AWARDED BASED ON PERFORMANCE. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ABAG FINANCE AUTHORITY FOR NONPROFIT CORPORATIONS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 943130123 | IssuerEIN |
| CUSIP Number | 00037CLX6 | CUSIPNumber |
| Date Issued | 2007-09-12 | DateIssued |
| Issue Price | 35075000 | IssuePrice |
| Description Of Purpose | SEE SCHEDULE O | DescriptionOfPurpose |
| Defeased | false | Defeased |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Proceeds | 35075000 | TotalProceeds |
| Amount Unspent | 3544 | AmountUnspent |
| Issuance Costs From Proceeds | 456682 | IssuanceCostsFromProceeds |
| Capital Expenditures | 32601880 | CapitalExpenditures |
| Year Of Subst Completion | 2009 | YearOfSubstCompletion |
| Current Refunding | true | CurrentRefunding |
| Advance Refunding | false | AdvanceRefunding |
| Final Allocation Made | true | FinalAllocationMade |
| Adequate Books And Recds Maintaind | true | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | false | OwningBondFinancedProperty |
| Any Lease Arrangements | false | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | true | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | true | AnyResearchAgreements |
| Bond Counsel Routinely Engaged | true | BondCounselRoutinelyEngaged |
| Prcntge Prvt Business Use By Others | 0.00122 | PrcntgePrvtBusinessUseByOthers |
| Percentage Of Prvt Business Re UBI | 0.00000 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0.00122 | TotalPrivateBusinessUse |
| Post Issuance Compliance Procdrs | true | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | false | Form8038TFiled |
| Variable Rate Issue | false | VariableRateIssue |
| Hedge Identified In Books And Recds | false | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested | true | GrossProceedsInvested |
| Exception To Rebate | true | ExceptionToRebate |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | JAX PARTNERS II | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | SEE SCHEDULE O | Relationship |
| Amount Of Transaction | 174138 | AmountOfTransaction |
| Description Of Transaction | CAPITAL CONTRIBUTION | DescriptionOfTransaction |
| Sharing Of Revenues | false | SharingOfRevenues |
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 | 65 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 280927 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | 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 | |
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATION'S MISSION | FORM 990, PART III, LINE 1 | THE MISSION OF THE LABORATORY IS THREE FOLD: 1.) CONDUCTING BASIC BIOMEDICAL RESEARCH; 2.) TRAINING AND EDUCATING SCIENTISTS WORLDWIDE; 3.) PROVIDING GENETIC RESOURCES TO THE GLOBAL SCIENTIFIC COMMUNITY. THE PURPOSE OF THE LABORATORY IS TO INCREASE THE KNOWLEDGE OF DEVELOPMENT, GROWTH, REPRODUCTION, PHYSIOLOGICAL, AND INBORN ALIMENTS THROUGH RESEARCH WITH GENETICALLY DEFINED EXPERIMENTAL ANIMALS. |
| PROGRAM SERVICES | FORM 990, PART III, LINE 4A-4C | 4A. GENETIC RESOURCES THE JACKSON LABORATORY GENERATES AND MAINTAINS OPEN-SOURCE DATABASES THAT ARE AVAILABLE TO THE WORLDWIDE RESEARCH COMMUNITY, DRIVING DISCOVERY IN CANCER, DIABETES, OSTEOPOROSIS, ALZHEIMER'S DISEASE AND MANY OTHER AREAS CRITICAL TO HUMAN HEALTH. THROUGHOUT FISCAL YEAR 2010, THESE DATABASES EXPERIENCED CLOSE TO 9 MILLION "HITS" PER WEEK. THE LABORATORY'S MOUSE REPOSITORY OFFERED A PORTFOLIO OF OVER 2,100 TARGETED AND 1,000 TRANSGENIC MUTANT MOUSE LINES. THESE INCLUDED A WIDE SELECTION OF STRAINS GENETICALLY ENGINEERED AS MOUSE MODELS OF HUMAN DISEASES, AMONG THEM CANCER, HEART DISEASE, ALZHEIMER'S DISEASE, ALS, DIABETES, PARKINSON'S DISEASE, SPINAL MUSCULAR ATROPHY, HUNTINGTON'S DISEASE AND VARIOUS AUTOIMMUNE DISEASES. THE LABORATORY WAS AWARDED A PATENT FOR AN INNOVATION METHOD OF "FREEZING" GENETIC VARIATION IN LABORATORY MICE. THIS PROCESS ALLOWS BIOMEDICAL RESEARCHERS WORLDWIDE TO EFFECTIVELY PREVENT RANDOM CHANGE OR "GENETIC DRIFT" IN ITS INBRED MOUSE COLONIES. THE GENETIC STABILITY PROGRAM LITERALLY FREEZES GENETIC VARIATION IN ITS TRACKS BY REBOOTING THE PRODUCTION COLONIES WITH FROZEN EMBRYOS OR GAMETES FROM SPECIALLY PREPARED STOCKS EVERY FIVE GENERATIONS. ALSO, THE JOURNAL NATURE PUBLISHED AN ARTICLE SETTING OUT AN AGENDA FOR THE WORLDWIDE SCIENTIFIC COMMUNITY FOR IMPROVING THE PROCESS OF SHARING DATA AND RESEARCH RESOURCES THAT ARE ESSENTIAL FOR THE PROGRESS OF SCIENCE. IN THAT ARTICLE, THE JACKSON LABORATORY'S INSTITUTIONAL COMMITMENT TO DISTRIBUTING RESEARCH RESOURCES TO THE WORLDWIDE SCIENTIFIC COMMUNITY WAS CITED AS "AN EXAMPLE OF GOOD PRACTICE." BASED ON DISCUSSIONS WITH THE INTERNATIONAL RESEARCH COMMUNITY HELD IN ROME EARLIER THAT YEAR, THE ARTICLE ENCOURAGES SIMPLIFICATION OF THE PROCESSES AND THE REDUCTION OF PAPERWORK ASSOCIATED WITH ACADEMIC BIOMEDICAL RESEARCHERS SHARING THEIR FINDINGS AND INSIGHTS. THE AUTHORS NOTED THAT SUCH STREAMLINED PROCEDURES HAVE BEEN STANDARD PRACTICE AT THE JACKSON LABORATORY FOR DECADES. IN EARLY 2010, A NEW EFFORT TO EXPAND RESEARCH RESOURCES DEVOTED TO FINDING A CURE FOR DUCHENNE MUSCULAR DYSTROPHY (DMD) AND OTHER NEUROMUSCULAR DISORDERS. THE NEW PROGRAM IS DEVELOPING AND MAINTAINING COLONIES OF THE JAX MICE DMD MODEL AND WILL IMPORT OTHER DMD MOUSE MODELS, MAKING THEM AVAILABLE TO SCIENTISTS ACROSS THE NATION. THE DMD MOUSE MODELS WILL BE HOUSED WITHIN A NEW, 6,000-BOX MOUSE ROOM EXPANSION THAT IS NOW UNDER CONSTRUCTION. RESEARCHERS DEVELOPING NEW CANCER THERAPIES DEPEND ON ACCESS TO PRIMARY HUMAN TUMORS. TO MEET THIS NEED, THE JACKSON LABORATORY ANNOUNCED IN APRIL OF 2010 A UNIQUE COLLABORATION WITH THE UNIVERSITY OF CALIFORNIA-DAVIS (UC DAVIS) THAT CREATES A NEW CONSORTIUM AIMED AT BUILDING A PUBLICLY AVAILABLE "LIBRARY" OF PRIMARY HUMAN TUMORS FOR RESEARCH AND DRUG DEVELOPMENT. THE PRIMARY HUMAN TUMORS CONSORTIUM IS PROVIDING THE BIOMEDICAL RESEARCH COMMUNITY WITH ACCESS TO A EXTENSIVE INVENTORY OF HUMAN TUMOR THAT VASTLY EXCEEDS WHAT ANY OTHER SINGLE INSTITUTION COULD BUILD ON ITS OWN. 4B. RESEARCH JACKSON LABORATORY RESEARCHERS ANNOUNCED THAT THEY HAD IDENTIFIED A GENE INVOLVED WITH THE INFLAMMATORY RESPONSE THAT COULD HOLD THE KEY TO TREATING --OR EVEN PREVENTING -- CHRONIC MYELOID LEUKEMIA (CML), A LETHAL CANCER. THE RESEARCHERS SHOWED THAT A COMBINATION OF DRUGS KNOCKED OUT CML IN MOUSE MODELS OF THE DISEASE. RESEARCHERS ATTRACTED WORLDWIDE ATTENTION IN JULY OF 2009 BY SIGNIFICANTLY EXTENDING THE LIFESPAN OF AGING MICE WITH A TRANSPLANT DRUG. JACKSON LABORATORY PROFESSOR DAVID HARRISON AND COLLABORATORS REPORTED THAT RAPAMYCIN, A DRUG USED TO PREVENT ORGAN REJECTION IN HUMAN TRANSPLANT RECIPIENTS, CAN SIGNIFICANTLY EXTEND THE LIFESPAN OF MICE. HARRISON'S TEAM FED RAPAMYCIN TO MICE LATE IN THEIR LIVES, AT 600 DAYS OF AGE. THE DRUG EXTENDED THEIR LIFESPANS BY 9 TO 14 PERCENT, MAKING RAPAMYCIN THE FIRST PHARMACOLOGICAL INTERVENTION PROVEN TO LENGTHEN MAMMALIAN LIFESPAN. A STRATEGY FOR MAKING CANCER CHEMOTHERAPY TREATMENTS SAFER WAS DEVELOPED BY JACKSON LABORATORY PROFESSOR GARY CHURCHILL AND COLLABORATORS, WHO IN THE FALL OF 2009 LAUNCHED A RADICAL NEW APPROACH TO TESTING THREE CHEMOTHERAPEUTIC DRUGS FOR POTENTIAL TOXIC EFFECTS. INSTEAD OF WORKING WITH ONE HYBRID STRAIN OF LABORATORY MOUSE, AS IS THE PHARMACEUTICAL INDUSTRY'S PROTOCOL, THE TEAM BEGAN DEVELOPING A NEW MOUSE VARIETY THAT IS DESIGNED TO MAXIMIZE GENETIC DIVERSITY, ENABLING RESEARCHERS TO BETTER UNDERSTAND GENETIC VARIATIONS ASSOCIATED WITH TOXIC REACTIONS TO CANCER DRUGS IN MICE AND HUMANS. RESEARCHERS IDENTIFIED ESSENTIAL FACTORS IN BRAIN ORGANIZATION. A RESEARCH TEAM LED BY ASSOCIATE PROFESSOR ROBERT BURGESS SHOWED THAT TWO PROTEINS, CALLED DSCAM AND DSCAML1, ARE ESSENTIAL TO THE PROPER ARRANGEMENT OF NEURONAL CIRCUITS IN THE RETINA. THIS FINDING OFFERS BETTER UNDERSTANDING OF A WIDE RANGE OF NEURO-DEVELOPMENTAL DEFECTS, INCLUDING DOWN SYNDROME, TOURETTE'S SYNDROME, AUTISM AND SCHIZOPHRENIA. 4C. TRAINING THE JACKSON LABORATORY INCREASED ITS SCHEDULE OF SUCH COURSE, CONFERENCES, SEMINARS AND WORKSHOP EVENTS TO 29. THESE UNIQUE EDUCATIONAL OPPORTUNITIES ATTRACTED 691 PARTICIPANTS FROM THROUGHOUT THE NATIONAL AND INTERNATIONAL RESEARCH COMMUNITY, AFFORDING THEM WITH OPPORTUNITIES TO TRADE INSIGHTS WITH 404 FACULTY MEMBERS. THE JACKSON LABORATORY OFFERS SCHOOL-YEAR INTERNSHIPS TO HIGH SCHOOL STUDENTS FROM REGIONAL HIGH SCHOOLS. AS IT HAS ON AVERAGE SINCE 1993, THIS PROGRAM IN FISCAL YEAR 2010 ATTRACTED 10 STUDENTS. THE LABORATORY'S COLLEGE INTERNSHIP PROGRAM ALSO PROVIDED ON-CAMPUS, SEMESTER-LONG INDEPENDENT RESEARCH PROJECTS TO FOUR STUDENTS. YET ANOTHER HAND-ON PROGRAM FOR SCIENCE TEACHERS ATTRACTED THREE PARTICIPANTS. COMMITMENT TO EDUCATIONAL OUTREACH EXTENDS INTO REGIONAL ELEMENTARY SCHOOLS. FISCAL YEAR 2010 SAW THE CONTINUATION OF THE POPULAR - AND, QUITE LITERALLY, HANDS-ON -- BACTERIOLOGY COURSE IN WHICH SECOND-GRADERS LEARN ABOUT THE COMMON GERMS THAT LIVE ON THE PALMS OF THEIR HANDS. THESE COURSES ARE CONDUCTED PRIMARILY WITH THE USE OF RESEARCH STAFF VOLUNTEERS, INCLUDING FACULTY MEMBERS, POST-DOCTORAL STUDENTS AND RESEARCH ASSISTANTS. AN ALUMNUS OF THE JACKSON LABORATORY'S ICONIC SUMMER STUDENT PROGRAM WON THE 2009 NOBEL PRIZE IN PHYSIOLOGY OR MEDICINE. JACK W. SZOSTAK, PH.D., NOW A PROFESSOR AT HARVARD MEDICAL SCHOOL AND MASSACHUSETTS GENERAL HOSPITAL IN BOSTON. FOR 85 YEARS, THE LABORATORY'S SUMMER STUDENT PROGRAM HAS GIVEN HIGH SCHOOL AND COLLEGE STUDENTS THE CHANCE TO CONDUCT BIOMEDICAL RESEARCH AND DEVELOP LABORATORY SKILLS UNDER THE MENTORSHIP OF A JACKSON LABORATORY SCIENTIST. THE 2009 SUMMER SESSION BROUGHT TO MORE THAN 2,200 THE NUMBER OF STUDENTS WHO HAVE COMPLETED THE PROGRAM, WITH ABOUT 80 PERCENT GOING ON TO CAREERS IN MEDICINE OR BIOMEDICAL RESEARCH. |
| FORM 990 REVIEW PROCESS | PART VI, SECTION B, QUESTION 11A | THE AUDIT COMMITTEE OF THE JACKSON LABORATORY'S BOARD OF TRUSTEES REVIEWS A DRAFT COPY OF THE IRS FORM 990 BEFORE IT IS PROVIDED TO THE BOARD OF TRUSTEES. AFTER REVIEW, THE IRS FORM 990 IS FINALIZED AND FILED. |
| CONFLICT OF INTEREST POLICY | PART VI, SECTION B, QUESTION 12C | THE JACKSON LABORATORY PROVIDES ALL OFFICERS', BOARD MEMBERS AND KEY EMPLOYEES' WITH A CONFLICT OF INTEREST, CODE OF ETHICS AND DISCLOSURE FORMS AS WELL AS THE DISTRIBUTION OF ALL POLICIES REGARDING THE CONFLICT OF INTERESTS AND CODE OF ETHICS, THIS PROCESS IS DONE ANNUALLY. THE DISCLOSURE AND COMPLIANCE ATTESTATIONS ARE RETURNED TO THE OFFICE OF THE CHIEF FINANCIAL OFFICER, WHERE THEY ARE RECORDED AND TALLIED FOR COMPLETENESS. UPON RECEIPT THEY ARE GIVEN TO THE CONTROLLER FOR REVIEW TO DETERMINE DISCLOSURE COMPLIANCE AND DOCUMENTATION. DISCLOSURES, AS WELL AS ANY FOLLOW UP QUESTIONS, ARE ROUTED THROUGH THE TRUSTEE RELATIONS MANAGER, AND IF NECESSARY IN-HOUSE COUNSEL, AND THE AUDIT COMMITTEE. |
| COMPENSATION POLICY | PART VI, SECTION B, QUESTION 15B | THE COMPENSATION AND HUMAN RESOURCES COMMITTEE OF THE BOARD OF TRUSTEE SETS COMPENSATION AND BENEFITS FOR THE CHIEF EXECUTIVE OFFICER, EXECUTIVE VICE PRESIDENT AND CHIEF OPERATING OFFICER, THE ASSOCIATE DIRECTOR AND CHAIR OF RESEARCH, THE VICE PRESIDENT FOR ADVANCEMENT AND EXTERNAL RELATIONS, THE CHIEF FINANCIAL OFFICER AND EQUIVALENT POSITIONS AS WELL AS ANY OTHER EMPLOYEES OF THE LABORATORY WHO ARE 'INSIDERS' OR 'DISQUALIFIED PERSONS' WITHIN THE MEANING OF THE INTERMEDIATE SANCTIONS RULES UNDER THE INTERNAL REVENUE CODE. MEMBERS OF THE COMMITTEE ARE INDEPENDENT TRUSTEES SELECTED BY THE CHAIR OF THE BOARD OF TRUSTEES. THE COMMITTEE IS GUIDED BY MARKET DATA OF COMPENSATION PACKAGES FOR SIMILAR POSITIONS IN COMPARABLE ORGANIZATIONS. MARKET DATA IS PREPARED FOR THE COMMITTEE BY AN EXTERNAL EXECUTIVE COMPENSATION FIRM CONSIDERING COMPENSATION AND BENEFITS INFORMATION REPORTED IN FORM 990'S OF COMPARABLE ORGANIZATIONS, THE RESULTS OF RECOGNIZED COMPENSATION SURVEYS SUCH AS THE SURVEY GROUP AND THE ASSOCIATION OF INDEPENDENT RESEARCH INSTITUTES AS PROVIDED BY THE SENIOR DIRECTOR OF HUMAN RESOURCES ALONG WITH ANY OTHER DATA THE COMMITTEE REQUIRES TO SET TOTAL COMPENSATION. THE CEO MEETS WITH THE COMMITTEE ANNUALLY TO PROVIDE THE COMMITTEE WITH ANNUAL PERFORMANCE REVIEWS OF HIS REPORTS. THE COMMITTEE'S REVIEW PROCESS AND RESULTS ARE DOCUMENTED THROUGH MINUTES OF THE MEETINGS AND INCLUDE THE BENCHMARKING SURVEYS AND REPORTS BY EXTERNAL COMPENSATION EXPERTS RELIED UPON BY THE COMMITTEE. |
| PUBLIC DISCLOSURE | PART VI, SECTION C, QUESTION 19 | THE ORGANIZATION'S FORM 990, AUDITED FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. THE FORM 990 IS ALSO AVAILABLE ON WWW.GUIDESTAR.ORG AND ON THE ORGANIZATION'S PUBLIC WEBSITE JAX.ORG. |
| TAX-EXEMPT BONDS | SCHEDULE K, PART I | COLUMN (F) DESCRIPTION OF PURPOSE: FINANCE CONSTRUCTION AND REFUND $2 MILLION IN OUTSTANDING ABAG 2002 REVENUE BONDS GROSS PROCEEDS INVESTED BEYOND AN AVAILABLE TEMPORARY PERIOD PART IV, LINE 5 $3,544 WAS HELD BEYOND THE APPLICABLE TEMPORARY PERIOD, EARNING DE MINIMIS INTEREST |
| BUSINESS TRANSACTIONS WITH INTERESTED PERSON | SCHEDULE L, PART IV | JAX PARTNERS I AND II ARE ENTITIES IN WHICH THE JACKSON LABORATORY AND CURRENT BOARD MEMBER, ROBERT C. BECK, ARE SERVING AS PARTNERS IN A PASS THROUGH INVESTMENT VEHICLE WITH A DIRECT OWNERSHIP INTEREST IN A PRIVATE EQUITY FUND. |