STOWERS INSTITUTE FOR MEDICAL RESEARCH: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: STOWERS INSTITUTE FOR MEDICAL RESEARCH (EIN 20-2993509)
Tax period: 2023-07-01 to 2024-06-30
Filed: 2025-05-14
IRS object ID: 202501349349302530
Schema version: 2023v6.0
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 I
Schedule J
Schedule L
Schedule M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-05-14T08:31:38+00:00	ReturnTs
Tax Period End	2024-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	440160260	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	Forvis Mazars LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	1201 Walnut Suite 1700	AddressLine1Txt
City	Kansas City	CityNm
State Abbreviation	MO	StateAbbreviationCd
ZIP	641062246	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2023-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	202993509	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	STOWERS INSTITUTE FOR MEDICAL RESEARCH	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	STOW	BusinessNameControlTxt
Phone	8169264000	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1000 EAST 50TH STREET	AddressLine1Txt
City	KANSAS CITY	CityNm
State Abbreviation	MO	StateAbbreviationCd
ZIP	64110	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	JONATHAN THOMAS	PersonNm
Person Title	DIRECTOR/CHAIR	PersonTitleTxt
Signature	2025-05-14	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Michael Engle	PreparerPersonNm
PTIN	P00482834	PTIN
Phone	8162216300	PhoneNum
Preparation	2025-05-14	PreparationDt

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	JONATHAN THOMAS	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1000 EAST 50TH STREET	AddressLine1Txt
City	KANSAS CITY	CityNm
State Abbreviation	MO	StateAbbreviationCd
ZIP	64110	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$187,383,567	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.STOWERS.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	2005	FormationYr
Legal Domicile State	DE	LegalDomicileStateCd
Activity Or Mission	STOWERS INSTITUTE FOR MEDICAL RESEARCH'S ("SIMR") EXEMPT PURPOSE IS TO PERFORM MEDICAL RESEARCH IN THE PUBLIC INTEREST WITH THE GOAL OF EXPANDING OUR UNDERSTANDING OF THE FUNDAMENTAL PROCESSES OF LIVING CELLS.	ActivityOrMissionDesc
Voting Members Governing Body	9	VotingMembersGoverningBodyCnt
Voting Members Independent	3	VotingMembersIndependentCnt
Total Employee	359	TotalEmployeeCnt
Total Volunteers	3	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$39,639,310	PYContributionsGrantsAmt
CY Contributions Grants	$101,275,805	CYContributionsGrantsAmt
PY Program Service Revenue	$46,238	PYProgramServiceRevenueAmt
CY Program Service Revenue	$0	CYProgramServiceRevenueAmt
PY Investment Income	$299,128	PYInvestmentIncomeAmt
CY Investment Income	$141,574	CYInvestmentIncomeAmt
PY Other Revenue	$1,051,869	PYOtherRevenueAmt
CY Other Revenue	$6,080,685	CYOtherRevenueAmt
PY Total Revenue	$41,036,545	PYTotalRevenueAmt
CY Total Revenue	$107,498,064	CYTotalRevenueAmt
PY Grants And Similar Paid	$0	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$3,171,598	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$19,851,054	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$41,542,860	CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$29,651,236	PYOtherExpensesAmt
CY Other Expenses	$67,456,764	CYOtherExpensesAmt
PY Total Expenses	$49,502,290	PYTotalExpensesAmt
CY Total Expenses	$112,171,222	CYTotalExpensesAmt
PY Revenues Less Expenses	-$8,465,745	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$4,673,158	CYRevenuesLessExpensesAmt
Total Assets BOY	$199,176,169	TotalAssetsBOYAmt
Total Assets EOY	$186,739,928	TotalAssetsEOYAmt
Total Liabilities BOY	$29,624,485	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$18,815,931	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$169,551,684	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$167,923,997	NetAssetsOrFundBalancesEOYAmt
Mission	THE INSTITUTE'S MISSION IS TO MAKE A SIGNIFICANT CONTRIBUTION TO HUMANITY THROUGH MEDICAL RESEARCH BY EXPANDING OUR UNDERSTANDING OF THE SECRETS OF LIFE AND BY IMPROVING LIFE'S QUALITY THROUGH INNOVATIVE APPROACHES TO THE CAUSES, TREATMENT, AND PREVENTION OF DISEASES.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$67,693,104	ExpenseAmt
Grant	$3,171,598	GrantAmt
Revenue	$0	RevenueAmt
Desc	SIMR'S ACCOMPLISHMENTS ARE DESCRIBED IN SCHEDULE O.	Desc
Total Program Service Expenses	$67,693,104	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	false	LobbyingActivitiesInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	false	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (true)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	false	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	false	ReportOtherAssetsInd
Report Other Liabilities	Yes (true)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (true)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	false	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (true)	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	false	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	false	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	Yes (true)	GrantsToOrganizationsInd
Grants To Individuals	false	GrantsToIndividualsInd
Schedule J Required	Yes (true)	ScheduleJRequiredInd
Tax Exempt Bonds	false	TaxExemptBondsInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	Yes (true)	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	false	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	Yes (true)	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	false	DisregardedEntityInd
Related Entity	Yes (true)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (true)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	Yes (true)	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	Yes (true)	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	31	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	359	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	false	QuidProQuoContributionsInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	Yes (true)	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	false	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	9	GoverningBodyVotingMembersCnt
Independent Voting Member	3	IndependentVotingMemberCnt
Family Or Business Rln	Yes (true)	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	false	MembersOrStockholdersInd
Election Of Board Members	false	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (true)	CompensationProcessCEOInd
Compensation Process Other	false	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	MA	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	KATY GRAHAM	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	8169264000	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1000 E 50TH STREET	AddressLine1Txt
City	KANSAS CITY	CityNm
State Abbreviation	MO	StateAbbreviationCd
ZIP	64110	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Highest Compensated EmployeeHighestCompensatedEmployeeInd
ALEJANDRO SNCHEZ ALVARADO
DIR/PRESIDENT/CHIEF SCIENTIFIC OFFICER	40.0	4.0	Yes (X)	Yes (X)	$1,031,058	$0	$691,736
CHARLES GERMAN
DIRECTOR/SECRETARY	2.0	47.0	Yes (X)	Yes (X)	$0	$1,110,953	$79,359
JONATHAN THOMAS
DIRECTOR/VICE CHAIR	2.0	4.0	Yes (X)	Yes (X)	$0	$0	$0
RICHARD W BROWN
DIRECTOR/CHAIR	2.0	47.0	Yes (X)	Yes (X)	$0	$2,963,544	$83,699
ALBERZINE FREEMAN
DIRECTOR	2.0	4.0	Yes (X)		$0	$0	$0
BRENT KREIDER
DIRECTOR	2.0	42.0	Yes (X)		$0	$750,108	$98,179
DAVID A WELTE
DIRECTOR	2.0	7.0	Yes (X)		$0	$0	$0
GEORGE L SATTERLEE
DIRECTOR	2.0	40.0	Yes (X)		$0	$494,387	$81,376
KAUSIK SI
DIRECTOR	40.0	2.0	Yes (X)		$734,910	$0	$167,325
BRIAN SLAUGHTER
VP OF SCIENTIFIC OPERATIONS	40.0	0.0		Yes (X)	$288,713	$0	$76,593
PENNY M SPENCE
CFO	2.0	49.0		Yes (X)	$0	$715,752	$73,207
JERRY L WORKMAN
INVESTIGATOR	40.0	0.0			$421,439	$0	$69,025	Yes (X)
MATTHEW C GIBSON
INVESTIGATOR	40.0	2.0			$348,361	$0	$164,025	Yes (X)
R SCOTT HAWLEY
INVESTIGATOR	40.0	0.0			$351,610	$0	$79,607	Yes (X)
ROBERT E KRUMLAUF
SCIENTIFIC DIRECTOR EMERITUS	40.0	0.0			$596,781	$0	$76,690	Yes (X)
TATJANA SAUKA-SPENGLER
INVESTIGATOR	40.0	0.0			$340,828	$0	$77,945	Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$4,113,700	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$6,034,744	TotReportableCompRltdOrgAmt
Total Other Compensation	$1,818,766	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	50	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	false	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt	Address Line2ContractorAddress/USAddress/AddressLine2Txt
Electrical Corporation of America
PO Box 18070	Raytown	MO	64133	Electrical Services	$796,759
EVERSEAL
335 N SIOUX POINT RD	DALOTA DUNES	SD	57049	ROOF REPAIR	$768,795	SUITE 160
John A Marshall Co
10930 Lackman Road	Lenexa	KS	662191232	Construction Services	$240,427
P1 Group Inc
13605 W 96th Terr	Lenexa	KS	66215	Construction Services	$167,946
United Construction Services Inc
11380 Strang Line Road	Lenexa	KS	66215	Construction Services	$153,812

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	5	CntrctRcvdGreaterThan100KCnt
Federated Campaigns	$0	FederatedCampaignsAmt
Membership Dues	$0	MembershipDuesAmt
Fundraising	$0	FundraisingAmt
Related Organizations	$93,100,000	RelatedOrganizationsAmt
Government Grants	$7,513,070	GovernmentGrantsAmt
All Other Contributions	$662,735	AllOtherContributionsAmt
Noncash Contributions	$93,070,000	NoncashContributionsAmt
Total Contributions	$101,275,805	TotalContributionsAmt

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$0	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,355,691	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$1,355,691	ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$6,025,892	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$6,025,892	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$16,742	RealAmt
Personal	$0	PersonalAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$16,742	RealAmt
Personal	$0	PersonalAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$0	RealAmt
Personal	$0	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$78,627,157	SecuritiesAmt
Other	$27,487	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$78,873,460	SecuritiesAmt
Other	$995,301	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	-$246,303	SecuritiesAmt
Other	-$967,814	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$1,214,117	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	-$1,214,117	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$0	FundraisingGrossIncomeAmt
Fundraising Direct Expenses	$0	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Field	Value	IRS element (for citing)
Gaming Gross Income	$0	GamingGrossIncomeAmt
Gaming Direct Expenses	$0	GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	$0	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$0	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	OTHER REBATES AND REVENUE	Desc
Business	900099	BusinessCd
Total Revenue Column	$54,793	TotalRevenueColumnAmt
Exclusion	$54,793	ExclusionAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$54,793	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$107,498,064	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$6,222,259	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$3,171,598	TotalAmt
Program Services	$3,171,598	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$3,688,159	TotalAmt
Program Services	$3,319,343	ProgramServicesAmt
Management And General	$368,816	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$957,859	TotalAmt
Program Services	$862,073	ProgramServicesAmt
Management And General	$95,786	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$26,654,451	TotalAmt
Program Services	$23,989,006	ProgramServicesAmt
Management And General	$2,665,445	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$3,293,287	TotalAmt
Program Services	$2,963,958	ProgramServicesAmt
Management And General	$329,329	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$5,121,127	TotalAmt
Program Services	$4,609,014	ProgramServicesAmt
Management And General	$512,113	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$1,827,977	TotalAmt
Program Services	$1,645,179	ProgramServicesAmt
Management And General	$182,798	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Fundraising	$0	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$703,316	TotalAmt
Program Services	$632,984	ProgramServicesAmt
Management And General	$70,332	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$141,211	TotalAmt
Program Services	$127,090	ProgramServicesAmt
Management And General	$14,121	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$245,007	TotalAmt
Program Services	$220,506	ProgramServicesAmt
Management And General	$24,501	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$3,011,947	TotalAmt
Program Services	$3,011,947	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$1,893,195	TotalAmt
Program Services	$1,703,876	ProgramServicesAmt
Management And General	$189,319	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$916,844	TotalAmt
Program Services	$825,160	ProgramServicesAmt
Management And General	$91,684	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$567,955	TotalAmt
Program Services	$511,160	ProgramServicesAmt
Management And General	$56,795	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$10,006,659	TotalAmt
Program Services	$10,006,659	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
COST SHARING W/ RELATED ORG	$39,720,557	$0	$39,720,557	$0
LAB SUPPLIES	$6,124,444	$6,124,444	$0	$0
PER CAPITA APPROP. TO GSSIMR	$2,560,400	$2,560,400	$0	$0
COLLABORATION EXPENSES	$708,060	$637,254	$70,806	$0

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$857,169	TotalAmt
Program Services	$771,453	ProgramServicesAmt
Management And General	$85,716	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$112,171,222	TotalAmt
Program Services	$67,693,104	ProgramServicesAmt
Management And General	$44,478,118	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$1,827,267	BOYAmt
EOY	$791,947	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$774,357	BOYAmt
EOY	$887,588	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$7,977	BOYAmt
EOY	$10,501	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$1,259,074	BOYAmt
EOY	$154,605	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$342,675,671	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$215,754,943	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$133,526,528	BOYAmt
EOY	$126,920,728	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$44,422,412	BOYAmt
EOY	$47,930,044	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$5,202,768	BOYAmt
EOY	$6,706,957	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$12,155,786	BOYAmt
EOY	$3,337,558	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$199,176,169	BOYAmt
EOY	$186,739,928	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$7,633,200	BOYAmt
EOY	$9,116,526	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$175,260	BOYAmt
EOY	$261,384	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$21,816,025	BOYAmt
EOY	$9,438,021	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$29,624,485	BOYAmt
EOY	$18,815,931	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	$169,281,606	BOYAmt
EOY	$167,666,903	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$270,078	BOYAmt
EOY	$257,094	EOYAmt

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$169,551,684	BOYAmt
EOY	$167,923,997	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$199,176,169	BOYAmt
EOY	$186,739,928	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	-$4,673,158	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$359,588	NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts	$2,685,883	DonatedServicesAndUseFcltsAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consolidated Basis Fincl Stmt	Yes (X)	ConsolidatedBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (true)	AuditCommitteeInd
Federal Grant Audit Required	Yes (true)	FederalGrantAuditRequiredInd
Federal Grant Audit Performed	Yes (true)	FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Medical Research Organization	Yes (X)	MedicalResearchOrganizationInd

Hospital Name And Address HospitalNameAndAddressGrp

Supported Organization Name SupportedOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	UNIVERSITY OF KANSAS MEDICAL CENTER	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
City	KANSAS CITY	CityNm
State Abbreviation	KS	StateAbbreviationCd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

Schedule A, Part I, Line 4 MEDICAL RESEARCH HOSPITAL AFFILIATION

Cooperation Agreements and Collaborations Since October 2000, the Stowers Institute has maintained a cooperative relationship and agreement with Children's Mercy Kansas City. The Stowers Institute conducts medical research in conjunction with the University of Kansas (KU) and its affiliates the University of Kansas Hospital Authority and the University of Kansas Medical Center (KUMC), pursuant to a written memorandum of understanding. KUMC is the academic health science center for the largest public research university in the state of Kansas. KUMC offers programs and services that focus on education, research, patient care, and community engagement. As of June 30, 2024, five KUMC students have received M.S. degrees and 52 KUMC students have received Ph.D. degrees for thesis work performed in Stowers Institute labs. KUMC is affiliated with the University of Kansas Health System, a nonprofit independent hospital system co-located with the main KUMC campus in Kansas City, Kansas. During July 2023 - June 2024, 14 Stowers research program leaders served as adjunct faculty in three KUMC departments. These appointments included 10 full professors, three associate professors, and one assistant professor. Thirty of the Stowers Institute's 48 original research publications included both Stowers Institute and KUMC affiliations. Seven KUMC students performed predoctoral research in Stowers labs. The Stowers Institute is also a consortium member of the University of Kansas Cancer Center at KUMC, a cancer research and care partnership spanning two states and involving collaboration among researchers, physicians, and cancer support professionals in foundational, translational, and clinical research areas. In June 2012, the NIH's National Cancer Institute (NCI) named the University of Kansas Cancer Center an NCI-Designated Cancer Center, part of a pillar of federal cancer research efforts and integral to the NCI's programs for studying, treating, and preventing cancer. In 2022, the NCI named the University of Kansas Cancer Center an NCI-Designated Comprehensive Cancer Center - the highest honor bestowed by the NCI, the only such center in the region, and one of only 57 centers in the United States. During July 2023 - June 2024, 10 Stowers research program leaders were members of the University of Kansas Cancer Center's Cancer Biology Research Program, including Linheng Li, Ph.D., who serves as co-leader of the program. During July 2023 - June 2024, Stowers Investigator Linheng Li, Ph.D., continued a collaboration with the University of Kansas Cancer Center and Children's Mercy Kansas City to investigate approaches to treat leukemia. This research focuses on targeting cancer stem cells to help reduce the recurrence of cancer after a patient enters into remission. The collaboration builds on foundational research from the Li Lab that has characterized cancer stem cells at molecular and cellular levels, has produced peer-reviewed scientific publications, and is related to a Children's Mercy clinical research study. Li and Roy Jensen, M.D., Vice Chancellor and Director of the University of Kansas Cancer Center, coauthored the Cancer Hallmarks Review, "Understanding and Overcoming Immunosuppression Shaped by Cancer Stem Cells," published July 1, 2023, in Cancer Research. During July 2023 - June 2024, the Stowers Institute conducted research in conjunction with the private, nonprofit Marine Biological Laboratory (MBL), an affiliate of the University of Chicago located in Woods Hole, Massachusetts. Since 1888, the MBL has hosted thousands of researchers, students, and faculty from all over the world to fulfill its mission of scientific discovery by exploring fundamental biology, understanding biodiversity and the environment, and informing the human condition through research and education. Since 2022, a Lease Agreement with the MBL provides the Stowers Institute a dedicated, year-round laboratory on the MBL campus and access to services and resources such as shared research and equipment rooms, a shared microscopy facility, and the Marine Resources Center, a highly advanced facility for maintaining, culturing, and providing aquatic organisms. During July 2023 - June 2024, Stowers Institute scientists collaborated with researchers at 126 national and 75 international institutions including dozens of hospitals, medical centers, and medical schools. Many of these collaborations resulted in discoveries that merited publication in leading peer-reviewed scientific journals and/or successfully funded grant awards. The Stowers Institute participated in research collaborations in conjunction with the following US hospitals, pursuant to an understanding to maintain continuing close cooperation in the active conduct of medical research during July 2023 - June 2024: Albert Einstein College of Medicine; Baylor College of Medicine; Boston Children's Hospital; Boston University Chobanian and Avedisian School of Medicine; Burrell College of Osteopathic Medicine; Children's Mercy Kansas City; Cincinnati Children's Hospital Medical Center; College of Osteopathic Medicine at New York Institute of Technology; Columbia University Irving Medical Center; Dana-Farber Cancer Institute; Duke University School of Medicine; Fred Hutchinson Cancer Center; George Washington University School of Medicine and Health Sciences; Harvard Medical School; Icahn School of Medicine at Mount Sinai; Indiana University School of Medicine; Jacobs School of Medicine and Biomedical Sciences; Johns Hopkins University School of Medicine; Louisiana State University Health Sciences Center - New Orleans; Northwestern University Feinberg School of Medicine; Oregon Health and Science University School of Medicine; Rush University Medical Center; Stanford University School of Medicine; Texas Tech University Health Sciences Center El Paso; UConn Health; University of California, Los Angeles David Geffen School of Medicine; University of California, San Francisco School of Medicine; University of Colorado Anschutz Medical Campus; University of Iowa Carver College of Medicine; University of Kansas Cancer Center; University of Kansas Medical Center; University of Miami Miller School of Medicine; University of Michigan Medical School; University of Missouri - Kansas City School of Medicine; University of Nebraska Medical Center; University of North Texas Health Science Center; University of Pittsburgh Cancer Institute; University of Southern California Keck School of Medicine; University of Tennessee Health Science Center; University of Texas Health - San Antonio; University of Texas MD Anderson Cancer Center; University of Texas Southwestern Medical Center; University of Utah School of Medicine; University of Washington School of Medicine; Virginia Commonwealth University School of Medicine; Washington University School of Medicine in St. Louis; and Yale School of Medicine. To carry out the research described in the following examples, the Stowers Institute and hospital, medical center, or medical school entered into a Cooperation Agreement pursuant to which they agreed to establish, develop, administer, and maintain continuing close cooperation in the active conduct of medical research, including through specific cooperative efforts in the areas of research, sharing of information, pursuant of joint grants, interaction of staff, adjunct/joint appointments, and sharing of facilities. To assure the success of their cooperative relationship, each agreed to engage in effective, coordinated, and ongoing planning, oversight, and communication, and to commit the necessary resources, both human and monetary, to support, facilitate, and promote the cooperation. Joint medical research on the characterization of intestinal stem cells: The Li Lab performed joint medical research on the characterization of intestinal stem cells with collaborators at Cincinnati Children's Hospital Medical Center; David Geffen School of Medicine at the University of California, Los Angeles; Oregon Health and Science University School of Medicine; Stanford University School of Medicine; and University of Pittsburgh Cancer Institute. Intestinal diseases ranging from Crohn's disease to colitis to cancer may benefit from intestinal stem cell therapies. This research advances the understanding of the biology of stem cells that reside in the intestine and explores how they can be used to treat and cure intestinal diseases. This research collaboration is supported in part by an NIH grant awarded by the National Institute of Diabetes and Digestive and Kidney Diseases.

Schedule A, Part I, Line 4 MEDICAL RESEARCH HOSPITAL AFFILIATION - CONT'D

Joint medical research on sensory hair cell regeneration: The Piotrowski Lab performed joint medical research on zebrafish hair cell regeneration with collaborators at the Stanford University School of Medicine, University of Southern California Keck School of Medicine, Baylor College of Medicine, and Sunnybrook Research Institute in Toronto, Canada. In humans, hearing loss caused by inner ear hair cell degeneration is one of the most widespread sensory disabilities in the world with 30% of people between ages 65-75 being affected. In humans and mammals, hair cells are unable to regenerate, so any damage or loss of hair cells is permanent. In zebrafish, however, hair cells regenerate throughout life. The goal of this work is to determine gene regulatory networks underlying zebrafish hair cell regeneration. The results will help identify strategies to restore damaged or lost hair cells in mammals. This research is supported in part by a grant from the Hearing Health Foundation. Joint medical research on the molecular origins of female reproductive aging: In collaboration with researchers from Northwestern University Feinberg School of Medicine, the Gerton Lab performed medical research on the molecular origins of female reproductive aging, which impacts fertility, endocrine function, and overall health. The goal of this work is to examine genomic instability in the egg as a driver of the aging ovarian innate immune response. This project provides a novel paradigm for female reproductive aging, a major reproductive transition. This research is supported in part by an NIH grant from the Eunice Kennedy Shriver National Institute of Child Health and Human Development. Joint medical research on genetic variants underlying rare diseases in children: In collaboration with researchers from Children's Mercy Kansas City, the Trainor Lab performed medical research on the utilization of a pediatric genetic data repository to guide the development of scalable cell-based systems capable of identifying genetic variants and profiling the molecular consequences of disease-associated variants in pediatric rare diseases. A primary goal of this research is to build a first-of-its-kind platform to accelerate the process of translating the clinical detection of birth defect-associated genetic variants into meaningful and potentially actionable diagnoses. This research is supported in part by an NIH grant from the Eunice Kennedy Shriver National Institute of Child Health and Human Development and a grant from BioNexus KC. Joint medical research on brain structure and nerve cell circuitry underlying odor perception: In collaboration with researchers from the University of Texas Southwestern Medical Center and Cornell University, the Yu Lab performed medical research to identify the key anatomical structures and responses in the brain that are responsible for odor perception. This project uses genetic approaches to perturb and label individual components of the mouse olfactory system with the goal of correlating nerve cell responses to odor-guided behaviors. This research aims to provide a comprehensive understanding of normal and pathological function of the nervous systems. This research is supported in part by an NIH grant from the National Institute on Deafness and Other Communication Disorders. The associated original research protocol, "Identification and Localization of Cell Types in the Mouse Olfactory Bulb Using Slide-SeqV2," was published September 10, 2023, in Methods in Molecular Biology.

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

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$270,078	BeginningYearBalanceAmt
Contributions	$70,285	ContributionsAmt
Other Expenditures	$83,269	OtherExpendituresAmt
End Year Balance	$257,094	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$429,239	BeginningYearBalanceAmt
Contributions	$1,000	ContributionsAmt
Other Expenditures	$160,161	OtherExpendituresAmt
End Year Balance	$270,078	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$259,722	BeginningYearBalanceAmt
Contributions	$266,944	ContributionsAmt
Other Expenditures	$97,427	OtherExpendituresAmt
End Year Balance	$429,239	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$209,007	BeginningYearBalanceAmt
Contributions	$61,060	ContributionsAmt
Other Expenditures	$10,345	OtherExpendituresAmt
End Year Balance	$259,722	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$206,378	BeginningYearBalanceAmt
Contributions	$27,200	ContributionsAmt
Other Expenditures	$24,571	OtherExpendituresAmt
End Year Balance	$209,007	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.0	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.0	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	1.0	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	false	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	false	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$3,400,000	OtherCostOrOtherBasisAmt
Book Value	$3,400,000	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$238,627,902	OtherCostOrOtherBasisAmt
Depreciation	$141,077,628	DepreciationAmt
Book Value	$97,550,274	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$98,831,412	OtherCostOrOtherBasisAmt
Depreciation	$74,677,315	DepreciationAmt
Book Value	$24,154,097	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$1,816,357	OtherCostOrOtherBasisAmt
Depreciation	$0	DepreciationAmt
Book Value	$1,816,357	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$126,920,728	TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)

DescDesc	AmtAmt
ADVANCES FROM AFFILIATES	$5,615,195
PAYABLE TO GSSIMR	$33,637
COMPENSATION EXCISE TAX	$375,050
OPERATING LEASE LIABILITY	$320,404
DEFERRED COMP LIABILITY	$3,093,735

Field	Value	IRS element (for citing)
Total Liability	$9,438,021	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

Schedule D, Part V, Line 4 Intended uses of endowment funds

THE ENDOWMENT IS COMPRISED OF DONATIONS FOR THREE SPECIFIC PURPOSES. THE FIRST PURPOSE IS TO ESTABLISH A LECTURE SERIES PROGRAM WHERE SIMR HOSTS SCIENCE SPEAKERS FROM OTHER RESEARCH INSTITUTIONS AND UNIVERSITIES TO ENCOURAGE COLLABORATIVE SCIENCE OPPORTUNITIES WITH TOP SCIENTISTS FROM AROUND THE WORLD. THE SECOND PURPOSE IS TO SUPPORT A SPECIFIC SIMR LAB THAT STUDIES REGENERATION. THE THIRD PURPOSE IS TO SUPPORT STUDENT PAYMENT FOR THE ACADEMIC YEAR.

Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote

FIN 48 FINANCIAL STATEMENT FOOTNOTE FROM THE CONSOLIDATED STATEMENTS OF STOWERS INSTITUTE FOR MEDICAL RESEARCH (THE INSTITUTE) IS AS FOLLOWS: THE INSTITUTE RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. RECOGNIZED INCOME TAX POSITIONS ARE MEASURED AT THE LARGEST AMOUNT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED.

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (true)	GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	STOWERS REAL ESTATE HOLDING CORPORATION	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1000 EAST 50TH STREET	AddressLine1Txt
City	KANSAS CITY	CityNm
State Abbreviation	MO	StateAbbreviationCd
ZIP	64110	ZIPCd

Field	Value	IRS element (for citing)
Recipient EIN	261472230	RecipientEIN
IRC Section	501(c)2	IRCSectionDesc
Non Cash Assistance	$3,171,598	NonCashAssistanceAmt
Valuation Method Used	Net Book Value	ValuationMethodUsedDesc
Non Cash Assistance	LEASEHOLD IMPROVEMENTS	NonCashAssistanceDesc
Purpose Of Grant	SIMR PROVIDED SREHC, A RELATED PARTY AS DISCLOSED IN SCHEDULE R, WITH LEASEHOLD IMPROVEMENTS TO ASSIST IN SREHC'S EXEMPT PURPOSE.	PurposeOfGrantTxt

Field	Value	IRS element (for citing)
Total501c3 Org	0	Total501c3OrgCnt
Total Other Org	1	TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds.	FormAndLineReferenceDesc
Explanation	SIMR'S EXEMPT PURPOSE IS TO PERFORM MEDICAL RESEARCH IN THE PUBLIC INTEREST WITH THE GOAL OF EXPANDING OUR UNDERSTANDING OF THE FUNDAMENTAL PROCESSES OF LIVING CELLS. THE SUPPORT INCLUDES, BUT IS NOT LIMITED TO DISTRIBUTING LEASEHOLD IMPROVEMENTS TO SREHC IN FUTHERANCE OF ITS EXEMPT PURPOSE. SREHC IS A RELATED TAX-EXEMPT ORGANIZATION OF SIMR, AS DESCRIBED IN SCHEDULE R, PART II.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
First Class Or Charter Travel	Yes (X)	FirstClassOrCharterTravelInd
Idemnification Gross Up Pmts	Yes (X)	IdemnificationGrossUpPmtsInd
Club Dues Or Fees	Yes (X)	ClubDuesOrFeesInd
Written Policy Ref T And E Expnss	Yes (true)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (true)	SubstantiationRequiredInd
Compensation Committee	Yes (X)	CompensationCommitteeInd
Independent Consultant	Yes (X)	IndependentConsultantInd
Written Employment Contract	Yes (X)	WrittenEmploymentContractInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	false	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	Yes (true)	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	false	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	Yes (true)	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	false	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	false	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	false	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	false	AnyNonFixedPaymentsInd
Initial Contract Exception	false	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (13 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
ALEJANDRO SNCHEZ ALVARADO
DIR/PRESIDENT/CHIEF SCIENTIFIC OFFICER	$994,654	$0	$0	$0	$36,404	$0	$632,833	$0	$58,903	$0	$1,722,794	$0	$0	$0
RICHARD W BROWN
DIRECTOR/CHAIR	$0	$2,909,231	$0	$0	$0	$54,313	$0	$49,500	$0	$34,199	$0	$3,047,243	$0	$0
CHARLES GERMAN
DIRECTOR/SECRETARY	$0	$1,091,685	$0	$0	$0	$19,268	$0	$49,500	$0	$29,859	$0	$1,190,312	$0	$0
KAUSIK SI
DIRECTOR	$732,588	$0	$0	$0	$2,322	$0	$132,833	$0	$34,492	$0	$902,235	$0	$0	$0
BRENT KREIDER
DIRECTOR	$0	$737,128	$0	$0	$0	$12,980	$0	$60,040	$0	$38,139	$0	$848,287	$0	$0
GEORGE L SATTERLEE
DIRECTOR	$0	$490,823	$0	$0	$0	$3,564	$0	$49,500	$0	$31,876	$0	$575,763	$0	$0
PENNY M SPENCE
CFO	$0	$714,942	$0	$0	$0	$810	$0	$49,500	$0	$23,707	$0	$788,959	$0	$0
BRIAN SLAUGHTER
VP OF SCIENTIFIC OPERATIONS	$287,903	$0	$0	$0	$810	$0	$44,019	$0	$32,574	$0	$365,306	$0	$0	$0
MATTHEW C GIBSON
INVESTIGATOR	$347,122	$0	$0	$0	$1,239	$0	$132,833	$0	$31,192	$0	$512,386	$0	$0	$0
ROBERT E KRUMLAUF
SCIENTIFIC DIRECTOR EMERITUS	$344,647	$0	$0	$0	$252,134	$0	$49,500	$0	$27,190	$0	$673,471	$0	$0	$0
JERRY L WORKMAN
INVESTIGATOR	$417,248	$0	$0	$0	$4,191	$0	$49,500	$0	$19,525	$0	$490,464	$0	$0	$0
R SCOTT HAWLEY
INVESTIGATOR	$345,169	$0	$0	$0	$6,441	$0	$49,500	$0	$30,107	$0	$431,217	$0	$0	$0
TATJANA SAUKA-SPENGLER
INVESTIGATOR	$292,518	$0	$0	$0	$48,310	$0	$44,712	$0	$33,233	$0	$418,773	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule J, Part I, Line 1a First-class or charter travel	SIMR PAID FOR FIRST-CLASS TRAVEL FOR ALEJANDRO SANCHEZ ALVARADO IN SIX INSTANCES, MATT GIBSON IN ONE INSTANCE, AND SCOTT HAWLEY IN ONE INSTANCE. NONE OF THE INDIVIDUALS WERE TAXED ON THE BENEFIT SINCE THE TRAVEL WAS FOR BUSINESS PURPOSES.
Schedule J, Part I, Line 1a Tax indemnification and gross-up payments	TATJANA SAUKA-SPENGLER RECEIVED TAX GROSS-UP PAYMENTS FOR RELOCATION PURPOSES. ALL TAXABLE BENEFITS ARE TREATED AS COMPENSATION TO THE RECIPIENT.
Schedule J, Part I, Line 1a Health or social club dues or initiation fees	SIMR HAS A WRITTEN EMPLOYMENT AGREEMENT WITH ALEJANDRO SANCHEZ ALVARADO, WHICH PROVISIONS INCLUDE REIMBURSEMENT FOR PROFESSIONAL AND SOCIAL CLUB DUES. ALL TAXABLE BENEFITS ARE TREATED AS COMPENSATION TO THE RECEIPIENT.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan	The following individuals particpated in a supplemental nonqualified retirement plan ALEJANDRO SANCHEZ ALVARADO - ACCRUAL OF $583,333 AND $0 DISTRIBUTION. KAUSIK SI - ACCRUAL OF $83,333 AND $0 DISTRIBUTION. MATTHEW C. GIBSON - ACCRUAL OF $83,333 AND $0 DISTRIBUTION.
Schedule J, Part I, Line 5a Compensation contingent on revenues of the organization	SIMR MADE A PAYMENT OF $248,687 TO ROBERT E. KRUMLAUF, SCIENTIFIC DIRECTOR. THIS PAYMENT REPRESENTS THE PORTION OF THE NET ROYALTIES RECEIVED BY SIMR FOR LICENSED SCIENTIFIC DISCOVERY TECHNOLOGY THAT IS PAYABLE TO ROBERT E. KRUMLAUF, PH.D., FOR HIS PARTICIPATION IN THE DISCOVERY.

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	TATJANA PIOTROWSKI PHD	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Relationship Description	SEE PART V	RelationshipDescriptionTxt
Transaction	$325,162	TransactionAmt
Transaction	EMPLOYEE OF SIMR	TransactionDesc
Sharing Of Revenues	false	SharingOfRevenuesInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule L, Part IV LINE 1	FormAndLineReferenceDesc
Explanation	TATJANA PIOTROWSKI, PH.D, IS THE SPOUSE OF ALEJANDRO SANCHEZ ALVARADO, CHIEF SCIENTIFIC OFFICER OF SIMR. MS. PIOTROWSKI IS AN INVESTIGATOR AT SIMR. HER PREVIOUS EMPLOYMENT BEFORE SIMR WAS WITH THE UNIVERSITY OF UTAH'S SCHOOL OF MEDICINE WHERE SHE WAS AN ASSOCIATE PROFESSOR IN THE DEPARTMENT OF NEUROBIOLOGY AND ANATOMY.	ExplanationTxt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	3	ContributionCnt
Noncash Contributions Rpt F990	$93,000,000	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Market value	MethodOfDeterminingRevenuesTxt

Securities Closely Held Stock SecuritiesCloselyHeldStockGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	1	ContributionCnt
Noncash Contributions Rpt F990	$70,000	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Market value	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Form8283 Received	0	Form8283ReceivedCnt
Any Property That Must Be Held	false	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	Yes (true)	ReviewProcessUnusualNCGiftsInd
Third Parties Used	false	ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule M, Part I Column B - Number of Contributions	FormAndLineReferenceDesc
Explanation	The amounts shown in Part I, Column (B) for "Number of Contributions" represents the total number of contributions.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (11 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Form 990, Part III, Line 4a PROGRAM SERVICE DESCRIPTION	July 2023 - June 2024 Program Service Accomplishments The Stowers Institute for Medical Research ("Stowers Institute "Institute") is a private, nonprofit medical research organization. The Institute was founded in 1994 by Jim and Virginia Stowers, who each survived a bout with cancer and subsequently dedicated their fortune to supporting fundamental and multidisciplinary research addressing biological questions that will provide novel insights and long-term solutions to human diseases. The Stowers Institute conducts fundamental biomedical research aimed at advancing our understanding of the intricate molecular and cellular mechanisms that govern life. By investigating genes, proteins, and biological processes, scientists at the Stowers explore how cells proliferate, differentiate into various tissues and organs, regenerate, and undergo programmed cell death. This comprehensive approach to studying cellular and organismal biology provides crucial insights into the underlying causes of numerous diseases, including cancer, birth defects, and neurodegenerative disorders. Historically, such foundational research has proven to be the cornerstone for developing novel therapeutic strategies, preventive measures, and potential cures for a wide range of human ailments. The Institute's commitment to basic research not only advances scientific knowledge but also lays the groundwork for future medical breakthroughs that can significantly impact human health. July 2023 - June 2024 Notable Research Results During July 2023 - July 2024, Stowers research teams made discoveries meriting publication in leading peer-reviewed scientific journals - 48 original research papers in all. Stowers research teams also produced 21 other publications including reviews, commentaries, book chapters, and books. Some of the highlights among these papers and other advances involving Stowers research include the following: The Gerton Lab discovered evidence of unintended impacts on cells by anti-cancer drugs. The formation of cellular machinery that manufactures proteins is paramount for cancer cells to grow and divide. The researchers screened over 1,000 existing anti-cancer drugs to assess how they impact the structure and function of the nucleolus-the location in the cell nucleus where the protein-manufacturing machinery is assembled-and identified categories of drugs that cause distinct nucleolar shapes. The classification system provides a resource for other researchers to use. Insights from this research, published August 23, 2023, in Development, could potentially improve the success rate of cancer drug development. The Hawley Lab uncovered findings that may help explain why some men do not make enough sperm to fertilize an egg. In most sexually reproducing species, including humans, a critical protein structure resembling a lattice-like bridge needs to be built properly to produce sperm and egg cells. The researchers discovered that in mice, changing a single and very specific point in this bridge caused it to collapse, leading to infertility. The results, published October 20, 2023, in Science Advances, may provide insight into human infertility in males due to similar problems with meiosis. The Krumlauf Lab discovered that the sea lamprey hindbrain, the brain region responsible for governing blood pressure and heart rate, is built using the same molecular and genetic toolkit as mouse and human hindbrains. Despite sea lampreys lacking a jaw, a key feature in vertebrate evolution, they use the same molecular cue called retinoic acid, or vitamin A, to guide the genes that form this basic part of the brain. This study was published February 20, 2024, in Nature Communications. The Rohner Lab identified a gene involved in the development of fatty liver, a condition that can occur from both overeating and starvation. Fatty liver can lead to liver damage and disease, but naturally starvation-resistant cavefish are able to avoid fatty liver under starvation conditions at early developmental stages in which the gene is not activated. The team, in collaboration with researchers from Iowa State University and Universite Libre de Bruxelles, Belgium, showed that the gene, which has counterparts in many other species including humans, can be targeted by an existing drug candidate to protect against liver damage. The findings, published March 11, 2024, in Life Science Alliance, have implications for understanding and potentially addressing liver conditions in humans. Comprehensive Lists of Original Research Papers, Reviews, Commentaries, Chapters, and Books Published July 2023 - June 2024 Original Research Papers 1. Modeling the Evolution of S. pombe Populations with Multiple Killer Meiotic Drivers. Lopez Hernandez JF, Rubinstein BY, Unckless RL, Zanders SE. G3 (Bethesda). 2024:jkae142. 2. Identification and characterization of intermediate states in mammalian neural crest cell epithelial to mesenchymal transition and delamination. Zhao R, Moore EL, Gogol MM, Unruh JR, Yu Z, Scott AR, Wang Y, Rajendran NK, Trainor PA. eLife. 2024 Jun 14;13:RP92844. 3. Identification of protein aggregates in the aging vertebrate brain with prion-like and phase-separation properties. Harel I, Chen YR, Ziv I, Singh PP, Heinzer D, Navarro Negredo P, Goshtchevsky U, Wang W, Astre G, Moses E, McKay A, Machado BE, Hebestreit K, Yin S, Sanchez Alvarado A, Jarosz DF, Brunet A. Cell Rep. 2024 Jun 25;43(6):112787. 4. Post-meiotic mechanism of facultative parthenogenesis in gonochoristic whiptail lizard species. Ho DV, Tormey D, Odell A, Newton AA, Schnittker RR, Baumann DP, Neaves WB, Schroeder MR, Sigauke RF, Barley AJ, Baumann P. eLife. 2024 Jun 7;13:e97035. 5. Isthmus progenitor cells contribute to homeostatic cellular turnover and support regeneration following intestinal injury. Malagola E, Vasciaveo A, Ochiai Y, Kim W, Zheng B, Zanella L, Wang ALE, Middelhoff M, Nienhuser H, Deng L, Wu F, Waterbury QT, Belin B, LaBella J, Zamechek LB, Wong MH, Li L, Guha C, Cheng CW, Yan KS, Califano A, Wang TC. Cell. 2024 Jun 6;187(12):3056-3071.e17. 6. Astyanax mexicanus surface and cavefish chromosome-scale assemblies for trait variation discovery. Warren WC, Rice ES, X M, Roback E, Keene A, Martin F, Ogeh D, Haggerty L, Carroll RA, McGaugh S, Rohner N. G3 (Bethesda). 2024 Aug 7;14(8):jkae103. 7. A PAK family kinase and the Hippo/Yorkie pathway modulate WNT signaling to functionally integrate body axes during regeneration. Doddihal V, Mann FG, Jr., Ross EJ, McKinney MC, Guerrero-Hernandez C, Brewster CE, McKinney SA, Sanchez Alvarado A. Proc Natl Acad Sci U S A. 2024;121:e2321919121. 8. Zika virus non-coding RNAs antagonize antiviral responses by PKR-mediated translational arrest. Pallares HM, Ledesma MMGL, Rouco SO, Castellano LA, Costa Navarro GS, Fernandez-Alvarez AJ, Dreiz MJ, Aidas DV, Alvarez DE, Bazzini A, Gamarnik AV. Nucleic Acids Res. 2024 Jun 25:gkae507. 9. Niche Tet maintains germline stem cells independently of dioxygenase activity. Tu R, Ping Z, Liu J, Tsoi ML, Song X, Liu W, Xie T. EMBO J. 2024;43:1570-1590. 10. Distinct epicardial gene regulatory programs drive development and regeneration of the zebrafish heart. Weinberger M, Simoes FC, Gungoosingh T, Sauka-Spengler T, Riley PR. Dev Cell. 2024;59:351-367 e356. 11. Host evolution shapes cavefish gut microbiome. Riddle MR, Nguyen NK, Nave M, Peuss R, Maldonado E, Rohner N, Tabin CJ. Ecol Evol. 2024;14:e11192. 12. The prevalence of copy number increase at multiallelic copy number variants associated with cave colonization. Pokrovac I, Rohner N, Pezer Z. Mol Ecol. 2024;33:e17339. 13. Graded FGF activity patterns distinct cell types within the apical sensory organ of the sea anemone Nematostella vectensis. Sabin KZ, Chen S, Hill EM, Weaver KJ, Yonke J, Kirkman M, Redwine WB, Klompen AML, Zhao X, Guo F, McKinney MC, Dewey JL, Gibson MC. Dev Biol. 2024;510:50-65. 14. The Complete Sequence and Comparative Analysis of Ape Sex Chromosomes. Makova KD, Pickett BD, Harris RS, Hartley GA, Cechova M, Pal K, Nurk S, Yoo D, Li Q, Hebbar P, McGrath BC, Antonacci F, Aubel M, Biddanda A, Borchers M, Bornberg-Bauer E, Bouffard GG, Brooks SY, Carbone L, Carrel L, Carroll A, Chang PC, Chin CS, Cook DE, Craig SJC, de Gennaro L, Diekhans M, Dutra A, Garcia GH, Grady PGS, Green RE, Haddad D, Hallast P, Harvey WT, Hickey G, Hillis DA, Hoyt SJ, Jeong H, Kamali K, Pond SLK, LaPolice TM, Lee C, Lewis AP, Loh YE, Masterson P, McGarvey KM, McCoy RC, Medvedev P, Miga KH, Munson KM, Pak E, Paten B, Pinto BJ, Potapova T, Rhie A, Rocha JL, Ryabov F, Ryder OA, Sacco S, Shafin K, Shepelev VA, Slon V, Solar SJ, Storer JM, Sudmant PH, Sweetalana, Sweeten A, Tassia MG, Thibaud-Nissen F, Ventura M, Wilson MA, Young AC, Zeng H, Zhang X, Szpiech ZA, Huber CD, Gerton JL, Yi SV, Schatz MC, Alexandrov IA, Koren S, O'Neill RJ, Eichler EE, Phillippy AM. Nature 2024;630:401-411.
Form 990, Part III, Line 4a PROGRAM SERVICE DESCRIPTION - CONT'D	15. Starvation resistant cavefish reveal conserved mechanisms of starvation-induced hepatic lipotoxicity. Pozo-Morales M, Cobham AE, Centola C, McKinney MC, Liu P, Perazzolo C, Lefort A, Libert F, Bai H, Rohner N, Singh SP. Life Sci Alliance 2024;7:e202302458. 16. Compartmentalized ocular lymphatic system mediates eye-brain immunity. Yin X, Zhang S, Lee JH, Dong H, Mourgkos G, Terwilliger G, Kraus A, Geraldo LH, Poulet M, Fischer S, Zhou T, Mohammed FS, Zhou J, Wang Y, Malloy S, Rohner N, Sharma L, Salinas I, Eichmann A, Thomas JL, Saltzman WM, Huttner A, Zeiss C, Ring A, Iwasaki A, Song E. Nature. 2024 Apr;628(8006):204-211. 17. The variation and evolution of complete human centromeres. Logsdon GA, Rozanski AN, Ryabov F, Potapova T, Shepelev VA, Catacchio CR, Porubsky D, Mao Y, Yoo D, Rautiainen M, Koren S, Nurk S, Lucas JK, Hoekzema K, Munson KM, Gerton JL, Phillippy AM, Ventura M, Alexandrov IA, Eichler EE. Nature. 2024;629:136-145. 18. A transcriptomics-based RNAi screen for regulators of meiosis and early stages of oocyte development in Drosophila melanogaster. Hughes SE, Price A, Briggs S, Staber C, James M, Anderson M, Hawley RS. G3 (Bethesda). 2024 Apr 3;14(4):jkae028. 19. miR-430 regulates zygotic mRNA during zebrafish embryogenesis. Baia Amaral D, Egidy R, Perera A, Bazzini AA. Genome Biol. 2024 Mar 19;25(1):74. 20. Sea lamprey enlightens the origin of the coupling of retinoic acid signaling to vertebrate hindbrain segmentation. Bedois AMH, Parker HJ, Price AJ, Morrison JA, Bronner ME, Krumlauf R. Nat Commun. 2024;15:1538. 21. 3D spheroid culturing of Astyanax mexicanus liver-derived cell lines recapitulates distinct transcriptomic and metabolic states of in vivo tissue environment. Biswas T, Rajendran N, Hassan H, Li H, Zhao C, Rohner N. J Exp Zool B Mol Dev Evol. 2024 May;342(3):301-312. 22. Proteome-Wide Identification of RNA-Dependent Proteins: An Emerging Role of RNAs in Plasmodium falciparum Protein Complexes. Hollin T, Abel S, Banks C, Hristov B, Prudhomme J, Hales K, Florens L, Stafford Noble W, Le Roch KG. Nat Commun. 2024;15:1365. 23. Multiple reorganizations of the lateral elements of the synaptonemal complex facilitate homolog segregation in Bombyx mori oocytes. Xiang Y, Tsuchiya D, Yu Z, Zhao X, McKinney S, Unruh J, Slaughter B, Lake CM, Hawley RS. Curr Biol. 2024 Jan 22;34(2):352-360.e4. 24. Quantifying Cell Proliferation Through Immunofluorescence on Whole-Mount and Cryosectioned Regenerating Caudal Fins in African Killifish. Granillo AO, Schnittker RR, Wang W, Sanchez Alvarado A. Bio Protoc. 2023;13:e4908. 25. Topological structures and syntenic conservation in sea anemone genomes. Zimmermann B, Montenegro JD, Robb SMC, Fropf WJ, Weilguny L, He S, Chen S, Lovegrove-Walsh J, Hill EM, Chen CY, Ragkousi K, Praher D, Fredman D, Schultz D, Moran Y, Simakov O, Genikhovich G, Gibson MC, Technau U. Nat Commun. 2023;14:8270. 26. Distinct states of nucleolar stress induced by anti-cancer drugs. Potapova T, Unruh J, Conkright-Fincham J, Banks CAS, Florens L, Schneider DHG, Gerton JL. eLife. 2023 Dec 15;12:RP88799. 27. Microglial Rac1 is essential for experience-dependent brain plasticity and cognitive performance. Socodato R, Almeida TO, Portugal CC, Santos ECS, Tedim-Moreira J, Galvao-Ferreira J, Canedo T, Baptista FI, Magalhaes A, Ambrosio AF, Brakebusch C, Rubinstein B, Moreira IS, Summavielle T, Pinto IM, Relvas JB. Cell Rep. 2023;42:113447. 28. Defining a core configuration for human centromeres during mitosis. Sen Gupta A, Seidel C, Tsuchiya D, McKinney S, Yu Z, Smith SE, Unruh JR, Gerton JL. Nat Commun. 2023;14:7947. 29. FGF2 antiproliferative effect in K-ras-driven tumor cells involves modulation of rRNA and nucleolus. de Luna Vitorino FN, Levy MJ, Mansano Wailemann RA, Lopes M, Silva ML, Sardiu ME, Garcia BA, Motta MCM, Oliveira CC, Armelin HA, Florens LA, Washburn MP, da Cunha JPC. J Cell Sci. 2023 Nov 15;136(22):jcs260989. 30. Reproductive seasonality of Astyanax mexicanus. Espinasa L, Rohner N, Retaux S. Zool Res. 2023;44:698-700. 31. The multi-lineage transcription factor ISLI controls cardiomyocyte cell fate through interaction with NKX2.5. Maven BEJ, Gifford CA, Weilert M, Gonzalez-Teran B, Huttenhain R, Pelonero A, Ivey KN, Samse-Knapp K, Kwong W, Gordon D, McGregor M, Nishino T, Okorie E, Rossman S, Costa MW, Krogan NJ, Zeitlinger J, Srivastava D. Stem Cell Rep. 2023 Nov 14;18(11):2138-2153. 32. Short tandem repeats bind transcription factors to tune eukaryotic gene expression. Horton CA, Alexandari AM, Hayes MGB, Marklund E, Schaepe JM, Aditham AK, Shah N, Suzuki PH, Shrikumar A, Afek A, Greenleaf WJ, Gordan R, Zeitlinger J, Kundaje A, Fordyce PM. Science. 2023;381:eadd1250. 33. Phylogeographic relationships and morphological evolution between cave and surface Astyanax mexicanus populations (De Filippi 1853) (Actinopterygii, Characidae). Garduno-Sanchez M, Hernandez-Lozano J, Moran RL, Miranda-Gamboa R, Gross JB, Rohner N, Elliott WR, Miller J, Lozano-Vilano L, McGaugh SE, Ornelas-Garcia CP. Mol Ecol. 2023;32:5626-5644. 34. Understanding and Overcoming Immunosuppression Shaped by Cancer Stem Cells. Li L, Jensen RA. Cancer Res. 2023;83:2096-2104. 35. The Swi-Snf chromatin remodeling complex mediates gene repression through metabolic control. Church MC, Price A, Li H, Workman JL. Nucleic Acids Res. 2023;51:10278-10291. 36. SYCP1 head-to-head assembly is required for chromosome synapsis in mouse meiosis. Billmyre KK, Kesler EA, Tsuchiya D, Corbin TJ, Weaver K, Moran A, Yu Z, Adams L, Delventhal K, Durnin M, Davies OR, Hawley RS. Sci Adv. 2023;9:eadi1562. 37. Lola-I is a promoter pioneer factor that establishes de novo Pol II pausing during development. Ramalingam V, Yu X, Slaughter BD, Unruh JR, Brennan KJ, Onyshchenko A, Lange JJ, Natarajan M, Buck M, Zeitlinger J. Nat Commun. 2023;14:5862. 38. Phase plane dynamics of ERK phosphorylation. Shvartsman SY, McFann S, Wuhr M, Rubinstein BY. J Biol Chem. 2023 Nov;299(11):105234. 39. Hypomyelination, hypodontia and craniofacial abnormalities in a Polr3b mouse model of leukodystrophy. Michell-Robinson MA, Watt KEN, Grouza V, Macintosh J, Pinard M, Tuznik M, Chen X, Darbelli L, Wu CL, Perrier S, Chitsaz D, Uccelli NA, Liu H, Cox TC, Muller CW, Kennedy TE, Coulombe B, Rudko DA, Trainor PA, Bernard G. Brain. 2023 Dec 1;146(12):5070-5085. 40. rRNA transcription is integral to phase separation and maintenance of nucleolar structure. Dash S, Lamb MC, Lange JJ, McKinney MC, Tsuchiya D, Guo F, Zhao X, Corbin TJ, Kirkman M, Delventhal K, Moore EL, McKinney S, Shiang R, Trainor PA. PLoS Genet. 2023;19:e1010854. 41. Cell-type profiling of the sympathetic nervous system using spatial transcriptomics and spatial mapping of mRNA. Kasemeier-Kulesa JC, Morrison JA, McKinney S, Li H, Gogol M, Hall K, Chen S, Wang Y, Perera A, McLennan R, Kulesa PM. Dev Dyn. 2023;252:1130-1142. 42. The complete sequence of a human Y chromosome. Rhie A, Nurk S, Cechova M, Hoyt SJ, Taylor DJ, Altemose N, Hook PW, Koren S, Rautiainen M, Alexandrov IA, Allen J, Asri M, Bzikadze AV, Chen NC, Chin CS, Diekhans M, Flicek P, Formenti G, Fungtammasan A, Garcia Giron C, Garrison E, Gershman A, Gerton JL, Grady PGS, Guarracino A, Haggerty L, Halabian R, Hansen NF, Harris R, Hartley GA, Harvey WT, Haukness M, Heinz J, Hourlier T, Hubley RM, Hunt SE, Hwang S, Jain M, Kesharwani RK, Lewis AP, Li H, Logsdon GA, Lucas JK, Makalowski W, Markovic C, Martin FJ, Mc Cartney AM, McCoy RC, McDaniel J, McNulty BM, Medvedev P, Mikheenko A, Munson KM, Murphy TD, Olsen HE, Olson ND, Paulin LF, Porubsky D, Potapova T, Ryabov F, Salzberg SL, Sauria MEG, Sedlazeck FJ, Shafin K, Shepelev VA, Shumate A, Storer JM, Surapaneni L, Taravella Oill AM, Thibaud-Nissen F, Timp W, Tomaszkiewicz M, Vollger MR, Walenz BP, Watwood AC, Weissensteiner MH, Wenger AM, Wilson MA, Zarate S, Zhu Y, Zook JM, Eichler EE, O'Neill RJ, Schatz MC, Miga KH, Makova KD, Phillippy AM. Nature. 2023;621:344-354. 43. Gap Junction-transported cAMP from the Niche Controls Stem Cell Progeny Differentiation. Tu R, Tang XA, Xu R, Ping Z, Yu Z, Xie T. PNAS. 2023;120:e2304168120. 44. Extravillous trophoblast cell lineage development is associated with active remodeling of the chromatin landscape. Varberg KM, Dominguez EM, Koseva B, Varberg JM, McNally RP, Moreno-Irusta A, Wesley ER, Iqbal K, Cheung WA, Schwendinger-Schreck C, Smail C, Okae H, Arima T, Lydic M, Holoch K, Marsh C, Soares MJ, Grundberg E. Nat Commun. 2023;14:4826. 45. Chromatin accessibility in the Drosophila embryo is determined by transcription factor pioneering and enhancer activation. Brennan KJ, Weilert M, Krueger S, Pampari A, Liu HY, Yang AWH, Morrison JA, Hughes TR, Rushlow CA, Kundaje A, Zeitlinger J. Dev Cell 2023;58:1-19. 46. Nascent mitochondrial proteins initiate the localized condensation of cytosolic protein aggregates on the mitochondrial surface. Liu Q, Fong B, Yoo S, Unruh JR, Guo F, Yu Z, Chen J, Si K, Li R, Zhou C. Proc Natl Acad Sci U S A. 2023;120:e2300475120.
Form 990, Part III, Line 4a PROGRAM SERVICE DESCRIPTION - CONT'D	47. Gas-assisted microfluidic step-emulsification for generating micron- and submicron-sized droplets. Huang B, Ge X, Rubinstein BY, Chen X, Wang L, Xie H, Leshansky AM, Li Z. Microsyst Nanoeng. 2023;9:86. 48. Cavefish mount a rapid and sustained regenerative response following skeletal muscle injury. Olsen L, Hassan H, Xia F, Keaton S, Rohner N. Zool Res. 2023;44:776-778. Reviews, Commentaries, Chapters, Books 1. Tracing embryonic hematopoiesis guides induction of pluripotent stem cells to hematopoietic progenitors. Mao X, Li L. Dev Cell. 2024;59:1093-1095. 2. Navigating the post-pandemic terrain: lessons in resilience and adaptation. Zhao C, Chiriboga LA, Chlipala EA. J Histotechnol. 2024 Jun;47(2):55-56. 3. The SWI/SNF chromatin remodeling complex: a critical regulator of metabolism. Church MC, Workman JL. Biochem Soc Trans. 2024 Jun 26;52(3):1327-1337. 4. Deciphering Molecular Orchestrations: XooClp Integrates Environmental Sensing and Virulence Regulation in Xanthomonas oryzae pv. oryzae. Sankari S, Lovelace AH. Mol Plant Microbe Interact. 2024 Apr;37(4):355-356. 5. From Darkness to Discovery: Evolutionary, Adaptive and Translational Genetic Insights from Cavefish. Swaminathan A, Xia F, Rohner N. Trends Genet. 2024;40:24-38. 6. A working model for the formation of Robertsonian chromosomes. Gerton JL. J Cell Sci. 2024;137:jcsw261912. 7. Activitydependent formation of the topographic map and the critical period in the development of mammalian olfactory system. Fang A, Yu CR. Genesis. 2024;62:e23586. 8. Pluripotency of a founding field: rebranding developmental biology. Rodgers CD, Memiya C, Arur S, Babonis L, Barres M, Bartlett M, Behringer RR, Benham-Pyle BW, Bergmann D, Blackman B, Brown CT, Browne B, Camacho J, Chabu CY, Chow I, Cleaver O, Cool J, Dennis MY, Dickenson AJ, Di Talia S, Frank M, Gillmor S, Haag ES, Hariharan IK, Harland R, Husbands A, Jerome-Majewska L, Koenig K, Labonne C, Layden MJ, Lowe C, Mani M, Martick M, McKown K, Moens C, Mosimann C, Onyenedum J, Reed R, Rivera A, Rokhsar DS, Royer L, Rutaganiera F, Shahan R, Sinha N, Swalla BJ, Van Norman JM, Wagner DE, Wikramanayaka A, Zebell S, Brady SM. Development. 2024;151:dev202342. 9. Unraveling stress resilience: Insights from adaptations to extreme environments by Astyanax mexicanus cavefish. Cobham AE, Rohner N. J Exp Zool B Mol Dev Evol. 2024 May;342(3):178-188. 10. Rpd3S meets the nucleosome. Carrozza MJ, Workman JL. Cell Res. 2024;34:1-2. 11. Dynamic Changes in Ocular Shape During Human Development and its Implications for Retina Fovea Formation. Rasys AM, Wegerski A, Trainor PA, Hufnagel RB, Menke DB, Lauderdale JD. BioEssays. 2024;46:e2300054. 12. The Neural Crest and Craniofacial Malformations. Vermeij-Keers C, Matthijssen IMJ, Trainor P, ten Donkelaar HJ. Clinical Neuroembryology: Springer, Cham. 2023:313-378. 13. Stress-protecting harbors for hematopoietic stem cells. Yang Z, Dong R, Mao X, He XC, Li L. Curr Opin Cell Biol. 2023;86:102284. 14. Unveiling the Molecular Arsenal: Identification and Characterization of Sphaerulina musiva Effectors Targeting Populus Genotypes. Sankari S, Lovelace AH. Mol Plant Microbe Interact. 2023;36:752-753. 15. Chromatin balances cell redox and energy homeostasis. Sugamuna T, Workman J. Epigenet Chromatin. 2023;16:46. 16. The SWI/SNF Complex in Neural Crest Cell Development and Disease. Fountain DM, Sauka-Spengler T. Annu Rev Genomics Hum Genet. 2023;24:203-223. 17. Unraveling the Molecular Arms Race: Grapevine Fanleaf Virus Proteins as Suppressors of Plant Antiviral Silencing Pathways. Sankari S, Lovelace AH. Mol Plant Microbe Interact. 2023;36:534-535. 18. Identification and Localization of Cell Types in the Mouse Olfactory Bulb Using Slide-SeqV2. Fang A, Petentler K, Price A, Malloy S, Peterson M, Maddera C, Russell J, Treese M, Li H, Wang Y, McKinney S, Perera A, Yu CR. Methods Mol Biol. 2023;2710:171-183. 19. Serial block-face scanning electron microscopy of Schmidtea mediterranea. McClain ML, Nowotarski SH. Methods Cell Biol. 2023;177:213-240. 20. The cavefish Astyanax mexicanus. Rohner N. Nat Methods. 2023;20:948-950. 21. Personal autonomy and self-determination are crucial for professionalism in healthcare. Organ JM, Smith HF, Trainor PA, Allen K, Balta JY, Beresheim AC, Brewer-Deluce D, Brown KM, Burrows AM, Byers KT, Byram JN, Cale AS, Carroll MA, Champney T, Cornwall J, Dayal MR, DeLeon VB, Dunnwald M, Ferrigno C, Finn GM, Fox GM, Geller PL, Guttmann GD, Harper N, Harrell KM, Hartstone-Rose A, Hildebrandt S, Hortsch M, Jackson J, Johnson LE, Lohman Bonfiglio CM, McCumber TL, Menegaz RA, Mussell JC, O'Loughlin VD, Otobo TM, Oyedele O, Pascoe MA, Person D, Reidenberg JS, Robinson RE, Rogers KA, Ros MA, Ross CF, Sanders KA, Schmitt B, Schoenwolf GC, Smith TC, Smith TD, Sumner DR, Taylor AB, Taylor MJ, Teaford MF, Topp KS, Willmore KE, Wisco JJ, Yang J, Zumwalt AC. Anat Sci Educ. 2023;16:571-573. Competitive Research Grant Funding & Research Awards ions The ability of Stowers scientists to receive competitively awarded research funding attests to the high level of research productivity taking place at the Institute. During July 2023 - June 2024, Stowers Institute scientists worked with the support of 38 grants and fellowships from the National Institutes of Health, two grants and one fellowship from the National Science Foundation, one fellowship from the American Association for Anatomy, one award from the Pew Charitable Trusts, one grant from the American Cancer Society, two grants from BioNexus KC, one grant from the Hearing Health Foundation, one fellowship from the Burroughs Wellcome Fund, one fellowship from the Howard Hughes Medical Institute, one grant from the Chan Zuckerberg Initiative, one grant from Children's Mercy Hospital, one grant from the Society for Developmental Biology, one grant from the Swiss National Science Foundation, one grant from The Grass Foundation, and one grant from the University of Kansas Cancer Center. Support from new and continuing awards to the Stowers Institute totaled more than $8.0 million during July 2023 - June 2024 to supplement income from its endowments. Students are also encouraged to apply for fellowships where eligible. Our grants office provides guidance on fellowship deadlines and eligibility requirements and assists in preparation and submission. Testifying to the high level of achievement taking place at the Stowers Institute are the awards and honors Stowers members received during July 2023 - June 2024: - Aurelie Hintermann, Ph.D., received a two-year Swiss National Science Foundation Fellowship - Lorena Maili, Ph.D., received a three-year F32 grant award from the National Institutes of Health - Xinjian Mao, Ph.D., received a 2024 American Society of Hematology Fellow Scholar Award for two years of support - Neset zel, Ph.D., received a three-year R00 grant award from the National Institutes of Health - Alexandra Prosser, M.D., received a two-year National Center for Advancing Translational Sciences grant award from the National Institutes of Health via the University of Kansas Frontiers Clinical and Translational Science Institute TL1 Postdoctoral Training Program subaward - Natasha Shylo, Ph.D., received a two-year K99 grant award from the National Institutes of Health - Paul Trainor, Ph.D., was elected a Fellow of the American Association for the Advancement of Science - SaraH Zanders, Ph.D., received a five-year Maximizing Investigators' Research Award from the National Institutes of Health Independent Research Program Leaders Laboratories Individual scientists at the Stowers Institute perform fundamental biomedical research by studying research organisms, tissues, and cells to understand the molecular mechanisms underlying human health and disease. A comprehensive list of principal investigators follows: - Alejandro Sanchez Alvarado, Ph.D., President and Chief Scientific Officer, joined the Stowers Institute in 2011 from the University of Utah's School of Medicine, where he held the H.A. & Edna Benning Professorship of Neurobiology and Anatomy. He received a B.S. in molecular biology and chemistry from Vanderbilt University in Nashville, Tennessee, and a Ph.D. in pharmacology and cell biophysics from the University of Cincinnati College of Medicine in Cincinnati, Ohio. Sanchez Alvarado was appointed as a Howard Hughes Medical Institute Investigator in 2005 and is presently an Investigator Emeritus since 2022. Research focus: Molecular and cellular mechanisms underpinning animal regeneration using the planarian Schmidtea mediterranea and other research organisms.
Form 990, Part III, Line 4a PROGRAM SERVICE DESCRIPTION - CONT'D	- Ariel Bazzini, Ph.D., Associate Investigator, joined the Stowers Institute in 2016 from the lab of Antonio J. Giraldez, Ph.D., in the Department of Genetics at Yale University, where he completed a postdoctoral fellowship. Bazzini received his Ph.D. in molecular biology at the University of Buenos Aires, Argentina. For his doctoral dissertation, he studied plant genetics at the Institute of Biotechnology in Argentina's National Institute of Agricultural Technology (INTA). Research focus: Regulation of gene expression in vertebrates. - Jennifer Gerton, Ph.D., Investigator, joined the Stowers Institute in 2002 from a postdoctoral fellowship in the lab of Joseph DeRisi, Ph.D., in the Department of Biochemistry and Biophysics at the University of California, San Francisco. Gerton received a Ph.D. in microbiology and immunology from Stanford University. Research focus: Genomic and genetic analysis of chromosome segregation and chromosome dynamics. - Matthew Gibson, Ph.D., Investigator and Dean of the Graduate School, joined the Stowers Institute in 2006 from a Jane Coffin Childs Memorial Fund postdoctoral fellowship with Norbert Perrimon, Ph.D., at Harvard Medical School. Gibson received a Ph.D. in zoology from the University of Washington. Research focus: Genetic analysis of mechanisms controlling signal transduction, cell proliferation, and epithelial morphogenesis during fruit fly, sea anemone, and coral development. - Randal Halfmann, Ph.D., Associate Investigator, joined the Stowers Institute in 2015 from the University of Texas Southwestern Medical Center. He received a Ph.D. in biology from the Massachusetts Institute of Technology, where he was a National Science Foundation Predoctoral Fellow. After completing his graduate studies, Halfmann obtained an independent position at UT Southwestern Medical Center where he was a Sara and Frank McKnight Fellow and received a Director's Early Independence Award from the National Institutes of Health. Research focus: Cellular and evolutionary implications of protein self-assembly using genetic, biochemical, and cell-biological approaches. - R. Scott Hawley, Ph.D., Investigator and Dean Emeritus of the Graduate School, joined the Stowers Institute in 2001 from the University of California, Davis where he was a professor of genetics in the Molecular and Cellular Biology section. Hawley earned a Ph.D. in genetics from the University of Washington and completed postdoctoral training as a Helen Hay Whitney Fellow at the Institute for Cancer Research in Philadelphia. Research focus: Investigation of mechanisms that influence how chromosomes pair and segregate during meiosis using Drosophila as an experimental system. - Robert Krumlauf, Ph.D., Scientific Director Emeritus and Investigator, joined the Stowers Institute in 2000 from England's National Institute for Medical Research, The Ridgeway, Mill Hill, London, where he was head of the Division of Developmental Neurobiology. Krumlauf received a Ph.D. in developmental biology from Ohio State University. Research focus: Analysis of molecular pathways that regulate how the mammalian head, brain and nervous system are built, using a variety of vertebrate research organisms. - Linheng Li, Ph.D., Investigator, joined the Stowers Institute in 2000 from the University of Washington Medical Center where he held a faculty appointment after completing postdoctoral training in the lab of Leroy Hood, M.D., Ph.D. Li earned his Ph.D. in molecular and cellular biology from New York University Medical School under the mentorship of Edward Ziff, Ph.D. Research focus: Investigation of molecular and genetic pathways controlling adult stem cell development in the hematopoietic and intestinal systems using transgenic and gene targeting animal model approaches. - Ameya Mashruwala, Ph.D., Assistant Investigator, joined the Stowers Institute in 2024 from Princeton University where he was a postdoctoral researcher in the lab of Bonnie Bassler, Ph.D. Mashruwala received his master's degree in biochemistry from Utah State University and his Ph.D. in microbial biology from Rutgers University in the lab of Jeffrey Boyd, Ph.D. Research focus: Understanding the development and function of bacterial communities. - Neset zel, Ph.D., Assistant Investigator, joined the Stowers Institute in 2023 from New York University where he was a postdoctoral fellow in the lab of Claude Desplan, Ph.D. zel earned a Ph.D. in neuroscience from the University of Texas Southwestern Medical Center in the lab of Robin Hiesinger, Ph.D. Research focus: Combining genetics, imaging, single-cell genomics, and computational modeling approaches to understand the fundamental molecular mechanisms that control brain development in the fruit fly. - Tatjana Piotrowski, Ph.D., Investigator, joined the Stowers Institute in 2011 from the University of Utah's School of Medicine, where she was an associate professor in the Department of Neurobiology and Anatomy. She received her master's degree from the University of Tubingen, Germany, and her Ph.D. from the Max Planck Institute for Developmental Biology in Tubingen. Research focus: Collective cell migration, cell type specification, and stem cell biology in zebrafish as a research system. - Nicolas Rohner, Ph.D., Associate Investigator, joined the Stowers Institute in 2015 from Harvard Medical School, where he was a postdoctoral fellow in the lab of Cliff Tabin, Ph.D. Rohner earned a Ph.D. in biology from the Max Planck Institute for Developmental Biology in Tubingen, Germany. Research focus: Genetic mechanisms and mutations that underlie the animal kingdom's tremendous diversity in morphology, physiology, and behavior. - Siva Sankari, Ph.D., Assistant Investigator, joined the Stowers Institute in 2023 from the Massachusetts Institute of Technology where she was a postdoctoral research scientist in the lab of Graham Walker Ph.D. Sankari received a Ph.D. in biochemistry from the State University of New York at Buffalo. Research focus: Mechanisms of action of host-secreted peptides and how they act on symbiotic bacteria which may provide important clues to decipher the fundamental biology of host-microbe interactions. - Tatjana Sauka-Spengler, Ph.D., Investigator, joined the Stowers Institute in 2022 from the Weatherall Institute of Molecular Medicine at the University of Oxford, United Kingdom, where she continues to hold a professor position. Sauka-Spengler earned a Ph.D. in physics and a Ph.D. in biology from the University of Paris and completed postdoctoral training in the lab of Marianne Bronner, Ph.D., at the California Institute of Technology. Research focus: Decoding the gene regulatory networks involved in cell function of the neural crest, heart, and nervous system to uncover the mechanisms underpinning inflammation and regeneration and how they have evolved. - Kausik Si, Ph.D., Scientific Director and Investigator, joined the Stowers Institute in 2005 from the lab of Eric Kandel, M.D., at Columbia University Center for Neurobiology and Behavior where he was a Jane Coffin Childs Fellow and a Francis Goelet Fellow in Neuroscience. Si earned a Ph.D. in molecular biology from the Albert Einstein College of Medicine. Research focus: Role of synaptic protein synthesis in information acquisition and memory storage. - Paul Trainor, Ph.D., Investigator, joined the Stowers Institute in 2001 from a research position at the National Institute for Medical Research at Mill Hill, London, where he completed postdoctoral training. Trainor has a Ph.D. in developmental biology from Children's Medical Research Institute at the University of Sydney, Australia. Research focus: Investigation of the interactions between distinct tissues in the body and their regulation during normal development to reveal pathways that regulate normal cranial and facial development. - Jerry Workman, Ph.D., Investigator, joined the Stowers Institute in 2003 from the Pennsylvania State University where he held the Paul Berg Professorship of Biochemistry and was an Associate Investigator of the Howard Hughes Medical Institute. Workman earned a Ph.D. in cell and molecular biology from the University of Michigan and completed postdoctoral training at Rockefeller University with Bob Roeder, Ph.D. Research focus: Study of the protein complexes that modify chromatin. - C. Ron Yu, Ph.D., Investigator, joined the Stowers Institute in 2005 from the lab of Richard Axel, M.D., at Columbia University Center for Neurobiology and Behavior where he held a National Institutes of Health Mentored Research Scientist Award from the National Institute of Mental Health. Yu earned his Ph.D. in molecular, cellular, and biophysical studies at Columbia University. Research focus: How olfactory sensory information is detected, integrated, and processed in the brain to influence specific innate behaviors.
Form 990, Part III, Line 4a PROGRAM SERVICE DESCRIPTION - CONT'D	- SaraH Zanders, Ph.D., Associate Investigator and Vice Dean of the Graduate School, joined the Stowers Institute in 2016 after completion of her postdoctoral training in basic sciences at the Fred Hutchinson Cancer Research Center (Fred Hutch) with support from a Pathway to Independence Award from the National Institutes of Health. Fred Hutch faculty members Harmit S. Malik, Ph.D., and Gerry Smith, Ph.D., advised her research on fertility, genome evolution, and the origin of new species. Zanders received her Ph.D. in genetics and development from Cornell University. Research focus: Effects of genetic conflicts caused by selfish genes that are embedded in eukaryotic genomes. - Julia Zeitlinger, Ph.D., Investigator, joined the Stowers Institute in 2007 from the lab of Richard Young, Ph.D., at the Whitehead Institute for Biomedical Research at Massachusetts Institute of Technology where she was the recipient of a long-term postdoctoral fellowship from the Human Frontier Science Program. Zeitlinger earned a Ph.D. in molecular biology from the European Molecular Biology Laboratory in Heidelberg, Germany. Research focus: Analysis of the gene regulatory networks underlying cellular differentiation.
Form 990, Part VI, Line 11b Review of form 990 by governing body	THE DATA AND INFORMATION NECESSARY TO PREPARE SIMR'S FORM 990 WAS COMPILED BY SIMR'S ACCOUNTING DEPARTMENT AND THEN REVIEWED BY THE INSTITUTE'S TAX ATTORNEY AT BRYAN CAVE LEIGHTON PAISNER, LLP. FORVIS MAZARS, LLP, THE INSTITUTE'S EXTERNAL TAX PREPARERS, USED THIS INFORMATION TO PREPARE THE FORM 990. THE COMPLETED FORM 990, INCLUDING REQUIRED SCHEDULES, IS REVIEWED BY THE OFFICERS OF SIMR BEFORE IT IS FILED WITH THE IRS. AFTER THE PREPARATION AND REVIEW PROCESS DESCRIBED ABOVE, THE FORM 990, INCLUDING REQUIRED SCHEDULES, IS PROVIDED TO EACH VOTING MEMBER OF THE ORGANIZATION'S BOARD BEFORE IT IS FILED WITH THE IRS.
Form 990, Part VI, Line 12c Conflict of interest policy	SIMR HAS ADOPTED A "CONFLICTS OF INTEREST AND DIRECTOR INDEPENDENCE POLICY". EACH DIRECTOR, OFFICER, AND ALL OTHER PERSONS IN A POSITION TO EXERCISE SUBSTANTIAL INFLUENCE OVER DECISIONS OF SIMR ARE REQUIRED TO ANNUALLY COMPLETE AND SIGN A DISCLOSURE STATEMENT THAT IS PART OF THE POLICY. A COVERED PERSON MUST ALSO DISCLOSE THE EXISTENCE OF A POTENTIAL CONFLICT AND ALL MATERIAL FACTS TO THE GOVERNING BOARD AS SOON AS THE PERSON HAS KNOWLEDGE THAT A POTENTIAL CONFLICT MIGHT EXIST. PER THE POLICY, THE BOARD THEN REVIEWS THE DISCLOSURE TO DETERMINE WHETHER A CONFLICT EXISTS. AFTER THE COVERED PERSON MAKES THE RELEVANT DISCLOSURE, THEY ARE RECUSED AND MAY NOT PARTICIPATE IN THE DELIBERATIONS AND DECISIONS REGARDING THE TRANSACTION. SIMR CONDUCTS PERIODIC AND ADHOC REVIEWS OF TRANSACTIONS AND AGREEMENTS TO ENSURE THAT IT ENGAGES ONLY IN ACTIVITIES THAT ARE CONSISTENT WITH ITS TAX EXEMPT PURPOSE.
Form 990, Part VI, Line 15a Process to establish compensation of top management official	THE COMPENSATION FOR ALEJANDRO SANCHEZ ALVARADO, PRESIDENT AND CHIEF SCIENTIFIC OFFICER, WAS ESTABLISHED PURSUANT TO THE PROCEDURES OF TREAS. REG. SECTION 53.4958-6, INCLUDING (1) REVIEW AND APPROVAL BY SIMR'S COMPENSATION COMMITTEE COMPRISED OF INDEPENDENT PERSONS, (2) RELYING ON COMPARABILITY DATA, INCLUDING DATA PREPARED BY A NATIONALLY KNOWN COMPENSATION CONSULTANT REGARDING COMPARABLE SALARY AND BENEFITS FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS, AND (3) CONTEMPORANEOUS DOCUMENTATION AND RECORD KEEPING OF THE DELIBERATION AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENT. THIS PROCESS WAS LAST UNDERTAKEN IN 2021.
Form 990, Part VI, Line 19 Required documents available to the public	SIMR'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
FORM 990, PART VI, LINE 2 FAMILY/BUSINESS RELATIONSHIPS AMONGST INTERESTED PERSONS	JONATHAN THOMAS, RICHARD W. BROWN, DAVID A. WELTE, BRENT KREIDER, CHARLES GERMAN, ALBERZINE FREEMAN, AND ALEJANDRO SANCHEZ ALVARADO, ALL DIRECTORS OF SIMR, HAVE A BUSINESS RELATIONSHIP. JONATHAN THOMAS, RICHARD W. BROWN, CHARLES GERMAN, BRENT KREIDER, AND ALBERZINE FREEMAN, DIRECTORS OF SIMR, AND PENNY M. SPENCE, OFFICER OF SIMR, HAVE A BUSINESS RELATIONSHIP. RICHARD W. BROWN, CHARLES GERMAN, GEORGE L. SATTERLEE AND BRENT KREIDER, DIRECTORS OF SIMR, AND PENNY M. SPENCE, OFFICER OF SIMR, HAVE A BUSINESS RELATIONSHIP.
FORM 990, PART VI, LINE 15B PROCESS TO ESTABLISH COMPENSATION OF OTHER OFFICERS	CHARLES GERMAN, RICHARD W. BROWN, BRENT KREIDER , GEORGE L. SATTERLEE AND PENNY M. SPENCE ARE COMPENSATED BY ONE OF THE RELATED ORGANIZATIONS LISTED IN SCHEDULE R FOR THE SERVICES PERFORMED IN THEIR OFFICIAL CAPACITY FOR THE RELATED ORGANIZATION.

Schedule R IRS990ScheduleR

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Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Public Charity StatusPublicCharityStatusTxt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Controlled OrganizationControlledOrganizationInd
STOWERS SCIENTIFIC EDUCATION INSTITUTE
1000 EAST 50TH STREET	KANSAS CITY	MO	64110	205916445	SUPPORT ORG	DE	501(c)(3)	Type I	SIMR	Yes (true)
STOWERS RESOURCE MANAGEMENT INC
1000 EAST 50TH STREET	KANSAS CITY	MO	64110	412186719	SUPPORT ORG	DE	501(c)(3)	Type I	SIMR	Yes (true)
BIOMED VALLEY CORPORATION
1000 EAST 50TH STREET	KANSAS CITY	MO	64110	743238244	SUPPORT ORG	DE	501(c)(3)	Type I	SIMR	Yes (true)
STOWERS REAL ESTATE HOLDING CORPORATION
1000 EAST 50TH STREET	KANSAS CITY	MO	64110	261472230	TITLE HOLDING	DE	501(c)(2)		SRM	Yes (true)
STOWERS POLICY INSTITUTE INC
1000 EAST 50TH STREET	KANSAS CITY	MO	64110	203270502	SEE PART VII	DE	501(c)(4)		SIMR	Yes (true)
THE GRADUATE SCHOOL OF SIMR
1000 EAST 50TH STREET	KANSAS CITY	MO	64110	464588696	EDUCATION	MO	501(c)(3)	2	SIMR	Yes (true)
STOWERS INVESTMENT HOLDING CORPORATION
1000 EAST 50TH STREET	KANSAS CITY	MO	64110	920365628	TITLE HOLDING	DE	501(c)(2)		SRMSPI	Yes (true)

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Direct Controlling Entity Name DirectControllingEntityName

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Transactions Related Org TransactionsRelatedOrgGrp (9 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
BIOMED VALLEY DISCOVERIES INC
A	$6,005,251	MARKET VALUE
BIOMED VALLEY DISCOVERIES INC
A	$16,742	MARKET VALUE
STOWERS REAL ESTATE HOLDING CORP
B	$3,171,598	Net Book Value
STOWERS RESOURCE MANAGEMENT INC
C	$93,000,000	MARKET VALUE
STOWERS REAL ESTATE HOLDING CORP
K	$4,385,112	MARKET VALUE
STOWERS RESOURCE MANAGEMENT INC
P	$36,799,239	COST REIMB
THE GRADUATE SCHOOL OF SIMR
P	$843,124	COST REIMB
BIOMED VALLEY DISCOVERIES INC
Q	$231,123	COST REIMB
THE GRADUATE SCHOOL OF SIMR
R	$2,560,400	MARKET VALUE

Supplemental Information Detail SupplementalInformationDetail (12 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule R, Part II, Column (b) PRIMARY ACTIVITY	STOWERS POLICY INSTITUTE INC'S. ("SPI") PRIMARY ACTIVITY IS TO PROMOTE INNOVATIVE AND ETHICAL BIOMEDICAL RESEARCH, THERAPIES AND CURES, AND TO ADVOCATE FOR A POLITICAL, ECONOMIC AND SOCIAL ENVIRONMENT THAT ADVANCES, FACILITATES, AND PROTECTS THAT RESEARCH AND THOSE THERAPIES AND CURES.
Schedule R, Part IV, Column (b) PRIMARY ACTIVITY	BIOMED VALLEY DISCOVERIES, INC.'S ("BVD") PRIMARY ACTIVITY IS THE DEVELOPMENT AND MARKETING OF SCIENTIFIC DISCOVERIES. BIOMED VALLEY CORPORATION ("BVC") IS THE 100% OWNER OF BVD STOCK.
Schedule R, Part V Line 2 - Type A - ROYALTY PAYMENTS RECEIVED	SIMR RECEIVES ROYALTY PAYMENTS FROM BVD PURSUANT TO AN AMENDED AND RESTATED DISCOVERY DEVELOPMENT AGREEMENT DATED JULY 30, 2013. THESE ROYALTY PAYMENTS DO NOT CONSTITUTE GROSS INCOME DERIVED FROM AN UNRELATED TRADE OR BUSINESS UNDER SECTION 512(B)(13). THE ACTIVITY OF BVD WOULD NOT HAVE BEEN UNRELATED BUSINESS INCOME IF BVD WERE EXEMPT UNDER SECTION 501(C)(3) AND HAD THE SAME EXEMPT PURPOSE AS SIMR.
Schedule R, Part V Line 2 - Type A - SUBLEASE PAYMENTS RECEIVED	SIMR RECEIVES SUBLEASE PAYMENTS FROM BVD BASED ON COST FOR LESS THAN 300 SQ FT OF SPACE FOR A LIMITED USE PURPOSE. THE ACTIVITY OF BVD WOULD NOT HAVE BEEN UNRELATED BUSINESS INCOME IF BVD WERE EXEMPT UNDER 501(C)(3) AND HAD THE SAME EXEMPT PURPOSE AS SIMR. THEREFORE, NO PORTION OF THE RENT PAYMENTS FROM BVD CONSTITUTES UNRELATED BUSINESS INCOME TO SIMR UNDER SECTION 512(B)(13).
Schedule R, Part V Line 2 - Type B - CONTRIBUTION TO RELATED ORGANIZATION	SIMR CONTRIBUTED LEASEHOLD IMPROVEMENTS TO SREHC WHICH WERE PLACED INTO SERVICE DURING THE TAX YEAR.
Schedule R, Part V Line 2 - Type C - CONTRIBUTION From RELATED ORGANIZATION	SRM PROVIDED FINANCIAL SUPPORT TO SIMR TO BE USED BY SIMR IN FURTHERANCE OF SIMR'S EXEMPT PURPOSE OF CONDUCTING MEDICAL RESEARCH.
Schedule R, Part V Line 2 - TYPE K - LEASE FROM RELATED ORGANIZATION	SIMR ENTERED INTO A LEASE EFFECTIVE JANUARY 1, 2009 WITH SREHC, A 501(C)(2) TAX EXEMPT ORGANIZATION THAT IS A RELATED PARTY TO SIMR. THE LEASE HAS AN ORIGINAL TERM OF 10 YEARS WITH A PROVISION FOR ADDITIONAL OPTION YEARS FOR A 280,000 SQUARE FEET BUILDING. SIMR'S LEASE PAYMENTS TO SREHC TOTAL $1,699,229. DURING THE TAX YEAR, FACILITIES IN THE AMOUNT OF $2,685,883 WERE DONATED TO SIMR FROM SREHC.
Schedule R, Part V Line 2 - TYPE P - REIMBURSEMENT TO RELATED ORGANIZATION	SIMR REIMBURSED SRM FOR COSTS ASSOCIATED WITH SRM'S ADMINISTRATIVE AND SUPPORT SERVICES PROVIDED TO SIMR. SRM IS A SUPPORTING ORGANIZATION TO SIMR.
Schedule R, Part V Line 2 - TYPE P - REIMBURSEMENT TO RELATED ORGANIZATION	SIMR REIMBURSED GSSIMR FOR CERTAIN STUDENT EXPENSES INCURRED DURING TIME SPENT IN SIMR LABS.
Schedule R, Part V Line 2 - TYPE Q - REIMBURSEMENT FROM RELATED ORGANIZATION	BVD REIMBURSED SIMR FOR SERVICES ON THE SERVICE COST METHOD.
Schedule R, Part V Line 2 - TYPE R - OTHER TRANSFER TO RELATED ORGANIZATION	EACH ACADEMIC YEAR, SIMR PROVIDES GSSIMR WITH AN APPROPRIATION PURSUANT TO AN AMOUNT AGREED UPON BY SIMR AND GSSIMR. SIMR PROVIDES GSSIMR THE PER CAPITA APPROPRIATION OF $2,198,400 AND SUPPLEMENTAL APPROPRIATION OF $362,000 FOR THE TOTAL $2,560,400.
Schedule R, Part V, Line 2 ALL OTHER TRANSACTIONS	ALL OTHER TRANSACTIONS FOR LINE 1 WERE BETWEEN 501(C)(3) PUBLIC CHARITIES AND BELOW REPORTING THRESHOLDS.