BUCK INSTITUTE FOR RESEARCH ON AGING: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BUCK INSTITUTE FOR RESEARCH ON AGING (EIN 94-3030609)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-07
- IRS object ID
- 202621279349302377
- Schema version
- 2024v5.5
- 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 D
- Schedule F
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-07T11:55:26-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 946214841 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARMANINO ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2700 CAMINO RAMON STE 350 | AddressLine1Txt |
| City | SAN RAMON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 945835004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943030609 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BUCK INSTITUTE FOR RESEARCH ON AGING | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BUCK | BusinessNameControlTxt |
| Phone | 4152092000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8001 REDWOOD BOULEVARD | AddressLine1Txt |
| City | NOVATO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94945 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FREDA KONG | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 4152092000 | PhoneNum |
| Signature | 2026-03-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATY BROWN | PreparerPersonNm |
| PTIN | P00650274 | PTIN |
| Phone | 9257902600 | PhoneNum |
| Preparation | 2026-05-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | FREDA KONG | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8001 REDWOOD BOULEVARD | AddressLine1Txt |
| City | NOVATO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94945 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $62,507,325 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BUCKINSTITUTE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1986 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | BUCK INSTITUTE FOR RESEARCH ON AGING IS DEDICATED TO IMPROVING THE HEALTH SPAN OF INDIVIDUALS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 29 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 29 | VotingMembersIndependentCnt |
| Total Employee | 299 | TotalEmployeeCnt |
| Total Volunteers | 41 | TotalVolunteersCnt |
| Total Gross UBI | $560,890 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $68,752,195 | PYContributionsGrantsAmt |
| CY Contributions Grants | $54,896,932 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $981,318 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,140,047 | CYProgramServiceRevenueAmt |
| PY Investment Income | $415,527 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,253,809 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$614,329 | PYOtherRevenueAmt |
| CY Other Revenue | -$49,140 | CYOtherRevenueAmt |
| PY Total Revenue | $69,534,711 | PYTotalRevenueAmt |
| CY Total Revenue | $57,241,648 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,028,587 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,117,088 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $30,791,943 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $31,948,241 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,459,630 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $26,484,547 | PYOtherExpensesAmt |
| CY Other Expenses | $29,806,304 | CYOtherExpensesAmt |
| PY Total Expenses | $61,305,077 | PYTotalExpensesAmt |
| CY Total Expenses | $62,871,633 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $8,229,634 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$5,629,985 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $140,312,200 | TotalAssetsBOYAmt |
| Total Assets EOY | $132,283,804 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $129,260,796 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $126,763,352 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $11,051,404 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,520,452 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO INCREASE THE HEALTHY, PRODUCTIVE YEARS OF LIFE THROUGH BASIC BIOMEDICAL RESEARCH ON AGING AND AGE-RELATED DISEASES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $47,226,526 | ExpenseAmt |
| Grant | $1,117,088 | GrantAmt |
| Revenue | $313,697 | RevenueAmt |
| Desc | THE BUCK INSTITUTE FOR RESEARCH ON AGING (THE "INSTITUTE") IS A NONPROFIT CHARITABLE ENTITY. THE MISSION OF THE INSTITUTE IS TO INCREASE THE HEALTHY PRODUCTIVE YEARS OF LIFE THROUGH BASIC BIOMEDICAL RESEARCH ON AGING AND ITS CONNECTION TO CHRONIC CONDITIONS COMMONLY ASSOCIATED WITH OLD AGE. THE INSTITUTE'S RESEARCH PROGRAMS ADDRESS TWO FUNDAMENTAL QUESTIONS:WHAT IS THE NATURE OF AGING?WHAT FACTORS TRIGGER DISEASES ASSOCIATED WITH AGE?ESTABLISHED AS AN INDEPENDENT, NOT-FOR-PROFIT RESEARCH CENTER, THE INSTITUTE OPENED IN 1999 AND CURRENTLY HOUSES THE LABORATORIES OF PRINCIPAL INVESTIGATORS RECRUITED FOR LEADERSHIP IN THEIR RESPECTIVE FIELDS OF RESEARCH. | Desc |
| Total Program Service Expenses | $47,226,526 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 49 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 299 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 29 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 29 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FREDA KONG CFO | PersonNm |
| Phone | 4152092024 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8001 REDWOOD BOULEVARD | AddressLine1Txt |
| City | NOVATO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94945 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (40 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| ERIC VERDIN | |||||||
| PRESIDENT & CEO | 40.00 | Yes (X) | $803,497 | $0 | $44,144 | ||
| FREDA KONG | |||||||
| CFO (START 01/25) | 40.00 | Yes (X) | $0 | $0 | $0 | ||
| NANCY DERR | |||||||
| VP, FINANCE & CFO (THRU 09/24) | 40.00 | Yes (X) | $313,488 | $0 | $51,436 | ||
| MEAGAN MOORE | |||||||
| CHIEF OPERATIONS OFFICER | 40.00 | Yes (X) | $289,473 | $0 | $56,861 | ||
| ROBIN SNYDER | |||||||
| VP, COMMUNICATIONS | 40.00 | $352,317 | $0 | $76,524 | Yes (X) | ||
| BRIAN VAN WEELE | |||||||
| VP, CHIEF PHILANTHROPIC OFFICER | 40.00 | $275,806 | $0 | $34,309 | Yes (X) | ||
| MALENE HANSEN | |||||||
| CHIEF SCIENTIFIC OFFICER | 40.00 | $403,742 | $0 | $52,871 | Yes (X) | ||
| GORDON LITHGOW | |||||||
| PROFESSOR | 40.00 | $275,689 | $0 | $44,179 | Yes (X) | ||
| DAVID FURMAN | |||||||
| ASSOCIATE PROFESSOR | 40.00 | $272,557 | $0 | $60,822 | Yes (X) | ||
| REMY GROSS | |||||||
| EXEC VP, ADMINISTRATION | 28.00 | Yes (X) | $265,449 | $0 | $0 | ||
| MATT P CARBONE | |||||||
| CHAIR OF THE BOARD | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| BLAIR LACORTE | |||||||
| VICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JIM HENRY | |||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| SARAH MARSEY | |||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| ROBERT ACKER | |||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| WILLIAM BARNES | |||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| RICHARD BODMAN | |||||||
| BOARD MEMBER (THRU 07/24) | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| JIM BUZZITTA MD | |||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| PETER FIORETTI | |||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| LIZELLEN LA FOLLETTE MD | |||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| DAVID GENSLER | |||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| MICHAEL GHILOTTI | |||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| LYDIA GRAHAM | |||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| JANE INCH | |||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| JOHN M JACK | |||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| JILL KINNEY | |||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| AFAF I MELEIS PHD FAAN LL | |||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| JIM MELLON | |||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| BILL POLAND | |||||||
| CHAIR EMERITUS | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| STEVEN READ | |||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| E LEW REID | |||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| ROBERT ROSENKRANZ | |||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| JACK ROWE MD | |||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| THEO TAFT SCHWABACHER | |||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| LILIAN SHACKELFORD MURRAY | |||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| MARK SIEGEL | |||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| FREDRIC E STECK | |||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| RICHARD STONE CLU CFP | |||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| PAUL VERKUIL | |||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| JOON YUN | |||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,252,018 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $421,146 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 72 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SYLOGIST MISSION INC | |||||
| PO BOX 18242 | PALATINE | IL | 60055 | SOFTWARE IMPLEMENTATION SERVICES | $205,047 |
| ARMANINO LLP | |||||
| PO BOX 411753 | BOSTON | MA | 02241 | ACCOUNTING SERVICES | $136,038 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $36,358,515 | GovernmentGrantsAmt |
| All Other Contributions | $18,538,417 | AllOtherContributionsAmt |
| Noncash Contributions | $480,412 | NoncashContributionsAmt |
| Total Contributions | $54,896,932 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| CONTRACT SERVICES | 541700 | $1,036,989 | $210,639 | $826,350 |
| REGISTRATION FEES | 541900 | $103,058 | $103,058 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,140,047 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $728,156 | TotalRevenueColumnAmt |
| Exclusion | $728,156 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $164,738 | TotalRevenueColumnAmt |
| Exclusion | $164,738 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,866,466 | RealAmt |
| Personal | $34,971 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $2,166,897 | RealAmt |
| Personal | $0 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$300,431 | RealAmt |
| Personal | $34,971 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$265,460 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$265,460 | UnrelatedBusinessRevenueAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,624,433 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,098,780 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $525,653 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $525,653 | TotalRevenueColumnAmt |
| Exclusion | $525,653 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $51,582 | TotalRevenueColumnAmt |
| Exclusion | $51,582 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $51,582 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $57,241,648 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $313,697 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $560,890 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,470,129 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,000 | TotalAmt |
| Program Services | $100,000 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,017,088 | TotalAmt |
| Program Services | $1,017,088 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,746,797 | TotalAmt |
| Program Services | $253,348 | ProgramServicesAmt |
| Management And General | $1,408,999 | ManagementAndGeneralAmt |
| Fundraising | $84,450 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,623,820 | TotalAmt |
| Program Services | $16,417,556 | ProgramServicesAmt |
| Management And General | $6,611,451 | ManagementAndGeneralAmt |
| Fundraising | $594,813 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,034,250 | TotalAmt |
| Program Services | $1,482,528 | ProgramServicesAmt |
| Management And General | $490,988 | ManagementAndGeneralAmt |
| Fundraising | $60,734 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,803,607 | TotalAmt |
| Program Services | $1,876,190 | ProgramServicesAmt |
| Management And General | $845,616 | ManagementAndGeneralAmt |
| Fundraising | $81,801 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,739,767 | TotalAmt |
| Program Services | $1,200,748 | ProgramServicesAmt |
| Management And General | $486,751 | ManagementAndGeneralAmt |
| Fundraising | $52,268 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $239,138 | TotalAmt |
| Program Services | $54,606 | ProgramServicesAmt |
| Management And General | $184,532 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,300 | TotalAmt |
| Management And General | $111,300 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,494,001 | TotalAmt |
| Program Services | $927,460 | ProgramServicesAmt |
| Management And General | $510,755 | ManagementAndGeneralAmt |
| Fundraising | $55,786 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,616 | TotalAmt |
| Program Services | $9,616 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $890,952 | TotalAmt |
| Program Services | $577,929 | ProgramServicesAmt |
| Management And General | $250,855 | ManagementAndGeneralAmt |
| Fundraising | $62,168 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $190,446 | TotalAmt |
| Program Services | $101,638 | ProgramServicesAmt |
| Management And General | $86,430 | ManagementAndGeneralAmt |
| Fundraising | $2,378 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,494,824 | TotalAmt |
| Program Services | $8,471,962 | ProgramServicesAmt |
| Management And General | $1,699,270 | ManagementAndGeneralAmt |
| Fundraising | $323,592 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $785,887 | TotalAmt |
| Program Services | $665,663 | ProgramServicesAmt |
| Management And General | $102,494 | ManagementAndGeneralAmt |
| Fundraising | $17,730 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,160,595 | TotalAmt |
| Program Services | $5,127,312 | ProgramServicesAmt |
| Management And General | $931,868 | ManagementAndGeneralAmt |
| Fundraising | $101,415 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| SUBCONTRACTOR EXPENSES | $5,034,404 | $5,034,404 | ||
| RESEARCH SUPPLIES | $2,904,151 | $2,867,150 | $37,001 | |
| EQUIP RENTAL AND MAINT | $1,026,525 | $752,286 | $274,239 | |
| ALL OTHER EXPENSES | $464,465 | $289,042 | $152,928 | $22,495 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,871,633 | TotalAmt |
| Program Services | $47,226,526 | ProgramServicesAmt |
| Management And General | $14,185,477 | ManagementAndGeneralAmt |
| Fundraising | $1,459,630 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $522,461 | BOYAmt |
| EOY | $932,874 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,203,582 | BOYAmt |
| EOY | $16,536,516 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,509,413 | BOYAmt |
| EOY | $17,813,883 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $332,127 | BOYAmt |
| EOY | $584,629 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $598,556 | BOYAmt |
| EOY | $441,155 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $211,602 | BOYAmt |
| EOY | $116,262 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $188,661,524 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $104,747,434 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,029,218 | BOYAmt |
| EOY | $83,914,090 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,858,391 | BOYAmt |
| EOY | $4,861,069 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,614 | BOYAmt |
| EOY | $92,614 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,954,236 | BOYAmt |
| EOY | $6,990,712 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $140,312,200 | BOYAmt |
| EOY | $132,283,804 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,886,123 | BOYAmt |
| EOY | $6,540,788 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,353,860 | BOYAmt |
| EOY | $2,266,459 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $120,020,813 | BOYAmt |
| EOY | $117,956,105 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $129,260,796 | BOYAmt |
| EOY | $126,763,352 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$16,677,243 | BOYAmt |
| EOY | -$14,930,781 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,728,647 | BOYAmt |
| EOY | $20,451,233 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,051,404 | BOYAmt |
| EOY | $5,520,452 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $140,312,200 | BOYAmt |
| EOY | $132,283,804 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$5,629,985 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$160,972 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $260,005 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $38,710,776 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $57,435,338 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $47,910,260 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $68,752,195 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $54,896,932 | CurrentTaxYearAmt |
| Total | $267,705,501 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $38,710,776 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $57,435,338 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $47,910,260 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $68,752,195 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $54,896,932 | CurrentTaxYearAmt |
| Total | $267,705,501 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $27,586,541 | SubstantialContributorsTotAmt |
| Public Support Total170 | $240,118,960 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $293,062 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $297,327 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $796,346 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $549,661 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $892,894 | CurrentTaxYearAmt |
| Total | $2,829,290 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,636 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $206,898 | CurrentTaxYearMinus2YearsAmt |
| Total | $220,534 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $144,856 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $389,193 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $207,182 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $357,179 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $51,582 | CurrentTaxYearAmt |
| Total | $1,149,992 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $271,905,317 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $5,656,404 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.88310 | PublicSupportCY170Pct |
| Public Support PY170 | 0.85720 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,787,083 | OtherCostOrOtherBasisAmt |
| Book Value | $5,787,083 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $145,496,878 | OtherCostOrOtherBasisAmt |
| Depreciation | $81,663,576 | DepreciationAmt |
| Book Value | $63,833,302 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $35,115,424 | OtherCostOrOtherBasisAmt |
| Depreciation | $22,364,819 | DepreciationAmt |
| Book Value | $12,750,605 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,262,139 | OtherCostOrOtherBasisAmt |
| Depreciation | $719,039 | DepreciationAmt |
| Book Value | $1,543,100 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $83,914,090 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| BOND INSURANCE PREMIUM | $4,513,468 |
| CHARITABLE REMAINDER TRUSTS RECEIVABLE | $2,470,557 |
| DEPOSITS | $6,687 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $6,990,712 | TotalBookValueOtherAssetsAmt |
| Total Rev Etc Audited Fincl Stmt | $59,546,047 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$160,972 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $2,465,371 | OtherRevenueAmt |
| Revenue Not Reported | $2,304,399 | RevenueNotReportedAmt |
| Revenue Subtotal | $57,241,648 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $57,241,648 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $65,076,999 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $2,205,366 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $2,205,366 | ExpensesNotReportedAmt |
| Expenses Subtotal | $62,871,633 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $62,871,633 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 2,166,897. REVENUE INCLUDED IN EXPENSES 38,469. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 260,005. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 2,166,897. REVENUE INCLUDED IN EXPENSES 38,469. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EUROPE | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 1 | EmployeeCnt |
| Type Of Activities Conducted | PROGRAM SERVICES | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $29,567 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 1 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 1 | TotalEmployeeCnt |
| Subtotal Spent | $29,567 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $29,567 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YALE UNIVERSITY SCHOOL OF MEDICINE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 GEORGE ST 770F | AddressLine1Txt |
| City | NEW HAVEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06511 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 060646973 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $100,000 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | BIOMEDICAL RESEARCH | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 64 | RecipientCnt |
| Cash Grant | $0 | CashGrantAmt |
| Non Cash Assistance | $1,017,088 | NonCashAssistanceAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Non Cash Assistance | DIRECT CREDIT TO STUDENT ACCOUNT | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE INSTITUTE RECEIVES DETAILED INVOICES FROM DOMINICAN UNIVERSITY OF CALIFORNIA AND UNIVERSITY OF SOUTHERN CALIFORNIA. THE INVOICES LIST THE INDIVIDUALS AND SCHOLARSHIP AMOUNTS, WHICH ARE REVIEWED AND APPROVED BY THE INSTITUTE'S EDUCATION OFFICE. THERE IS ADDITIONAL OVERSIGHT OF THE PROGRAM SPENDING BY THE GRANTS DEPARTMENT. EACH GRANT RECIPIENT MUST SUBMIT SCIENTIFIC PROGRESS REPORTS AND FINANCIAL REPORTS TO THE BUCK INSTITUTE. PROGRESS REPORTS DESCRIBE THE PROGRESS TOWARD RESEARCH GOALS AND ARE REVIEWED BY THE SCIENTIFIC ADVISORY COUNCIL. EACH FINANCIAL REPORT TRACKS ACTUAL RECEIPTS AND EXPENDITURES AGAINST THE ANNUAL BUDGET APPROVED FOR THE AWARD. A FORMAL EXPLANATION IS REQUIRED WITH THE ANNUAL FINANCIAL REPORT SHOULD THE GRANTEE UNDERSPEND BY 20% OR GREATER IN A GIVEN REPORTING PERIOD. SUMMER SCHOLARSHIPS ARE AWARDED TO INDIVIDUALS WHO APPLY THROUGH THE INSTITUTE'S EDUCATION OFFICE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ERIC VERDIN | ||||||||||||||
| PRESIDENT & CEO | $803,497 | $0 | $0 | $0 | $0 | $0 | $43,320 | $0 | $824 | $0 | $847,641 | $0 | $0 | $0 |
| NANCY DERR | ||||||||||||||
| VP, FINANCE & CFO (THRU 09/24) | $313,488 | $0 | $0 | $0 | $0 | $0 | $39,338 | $0 | $12,098 | $0 | $364,924 | $0 | $0 | $0 |
| MEAGAN MOORE | ||||||||||||||
| CHIEF OPERATIONS OFFICER | $289,473 | $0 | $0 | $0 | $0 | $0 | $36,570 | $0 | $20,291 | $0 | $346,334 | $0 | $0 | $0 |
| ROBIN SNYDER | ||||||||||||||
| VP, COMMUNICATIONS | $352,317 | $0 | $0 | $0 | $0 | $0 | $43,320 | $0 | $33,204 | $0 | $428,841 | $0 | $0 | $0 |
| BRIAN VAN WEELE | ||||||||||||||
| VP, CHIEF PHILANTHROPIC OFFICER | $275,806 | $0 | $0 | $0 | $0 | $0 | $32,708 | $0 | $1,601 | $0 | $310,115 | $0 | $0 | $0 |
| MALENE HANSEN | ||||||||||||||
| CHIEF SCIENTIFIC OFFICER | $327,392 | $0 | $0 | $0 | $76,350 | $0 | $40,946 | $0 | $11,925 | $0 | $456,613 | $0 | $0 | $0 |
| GORDON LITHGOW | ||||||||||||||
| PROFESSOR | $275,689 | $0 | $0 | $0 | $0 | $0 | $32,910 | $0 | $11,269 | $0 | $319,868 | $0 | $0 | $0 |
| DAVID FURMAN | ||||||||||||||
| ASSOCIATE PROFESSOR | $272,557 | $0 | $0 | $0 | $0 | $0 | $27,570 | $0 | $33,252 | $0 | $333,379 | $0 | $0 | $0 |
| REMY GROSS | ||||||||||||||
| EXEC VP, ADMINISTRATION | $265,449 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $265,449 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3 | BUCK REVIEWS CEO COMPENSATION FROM OTHER ORGANIZATIONS, PRIMARILY OTHER RESEARCH INSTITUTES THROUGH THE ASSOCIATION OF INDEPENDENT RESEARCH INSTITUTES. THE GOVERNANCE COMMITTEE OF THE BOARD OF TRUSTEES REVIEWS AND APPROVES CEO SALARY BASED ON THE INFORMATION PROVIDED. |
| PART I, LINE 7 | MALENE HANSEN, CHIEF SCIENTIFIC OFFICER, RECIEVED $76,350 FOR THE FORGIVENESS OF ONE YEAR'S PRINCIPAL AND INTEREST ON HER FACULTING HOUSING LOAN WHICH IS STANDARD PRACTICE FOR FACULTY CONTRACTS. THIS AMOUNT IS REPORTED ON SCHEDULE J PART III COLUMN B(III). |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 6 | ContributionCnt |
| Noncash Contributions Rpt F990 | $480,412 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | PUBLICLY TRADED EXCHANGE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE NUMBER REPRESENTS THE NUMBER OF CONTRIBUTORS NOT THE NUMBER OF CONTRIBUTIONS MADE. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 IS MADE AVAILABLE TO THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS TO REVIEW PRIOR TO SUBMISSION. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE COO REVIEWS ALL ANNUAL CONFLICT OF INTEREST DISCLOSURE FORMS AND BRINGS POTENTIAL CONFLICTS TO THE ATTENTION OF THE CONFLICT OF INTEREST COMMITTEE WHICH MEETS ANNUALLY. THE COMMITTEE DETERMINES IF ANY FOLLOW-UPS ARE REQUIRED. THE COO PROCEEDS WITH THE FOLLOW-UPS UNDER THE GUIDANCE OF THE COMMITTEE. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BUCK INSTITUTE BOARD OF TRUSTEES APPROVES TERMS OF EMPLOYMENT OF THE CEO/PRESIDENT AND COMPENSATION FOR EXECUTIVE POSITIONS IN ACCORDANCE WITH THE REBUTTABLE PRESUMPTION OF REASONABLENESS. THE CEO WILL APPROVE ALL SALARY ACTIONS SUCH AS HIRING, PROMOTION AND MERIT INCREASES FOR FACULTY. THE COO, IN CONSULTATION WITH THE CEO, WILL REVIEW AND APPROVE THE HIRING, PROMOTION AND SALARY INCREASE ACTIONS FOR ALL ADMINISTRATIVE MANAGEMENT POSITIONS. FACULTY AND DEPARTMENT HEADS WILL REVIEW AND APPROVE THE HIRING, PROMOTION, AND (IN CONSULTATION WITH THE COO) SALARY INCREASE ACTIONS FOR THOSE REPORTING TO THEM. SALARY ACTIONS ARE ALSO DETERMINED THROUGH THE USE OF COMPENSATION SURVEYS FOR COMPARABILITY. IF IT IS DETERMINED BY THE HIRING MANAGER AND HUMAN RESOURCES THAT A NEW POSITION TITLE IS REQUIRED, HUMAN RESOURCES WILL ADD THE NEW POSITION TO THE APPROVED JOB TITLE LIST, INCLUDING APPROPRIATE CLASSIFICATION AND SALARY RANGE. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 260,005. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 3 CHARITABLE REMAINDER TRUSTS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | INVESTMENTS | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |