LA JOLLA INSTITUTE FOR IMMUNOLOGY: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- LA JOLLA INSTITUTE FOR IMMUNOLOGY (EIN 33-0328688)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202423209349311132
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T11:51:15-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 MONUMENT CIRCLE SUITE 4200 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330328688 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LA JOLLA INSTITUTE FOR IMMUNOLOGY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LAJO | BusinessNameControlTxt |
| Phone | 8587526500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9420 ATHENA CIRCLE | AddressLine1Txt |
| City | LA JOLLA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 920371387 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD STRYJEWSKI | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 8587526500 | PhoneNum |
| Signature | 2024-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHAWNA M JANSONS | PreparerPersonNm |
| PTIN | P01222873 | PTIN |
| Phone | 3174648600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CENTER FOR AUTOIMMUNITY AND INFLAMMATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | RICHARD STRYJEWSKI | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9420 ATHENA CIRCLE | AddressLine1Txt |
| City | LA JOLLA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 920371387 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $79,451,497 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LJI.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1988 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | BIOMEDICAL RESEARCH DEDICATED TO IMPROVING HUMAN HEALTH THROUGH STUDIES OF THE IMMUNE SYSTEM. | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 21 | VotingMembersIndependentCnt |
| Total Employee | 464 | TotalEmployeeCnt |
| Total Volunteers | 107 | TotalVolunteersCnt |
| Total Gross UBI | $71,273 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $22,048 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $65,156,062 | PYContributionsGrantsAmt |
| CY Contributions Grants | $50,892,160 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $23,862,556 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $20,407,924 | CYProgramServiceRevenueAmt |
| PY Investment Income | $535,315 | PYInvestmentIncomeAmt |
| CY Investment Income | $694,745 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,720,548 | PYOtherRevenueAmt |
| CY Other Revenue | $3,559,643 | CYOtherRevenueAmt |
| PY Total Revenue | $92,274,481 | PYTotalRevenueAmt |
| CY Total Revenue | $75,554,472 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $14,115,363 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $8,255,025 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $42,281,594 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $42,616,230 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $36,876 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $78,449 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,431,066 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $35,743,262 | PYOtherExpensesAmt |
| CY Other Expenses | $32,741,624 | CYOtherExpensesAmt |
| PY Total Expenses | $92,177,095 | PYTotalExpensesAmt |
| CY Total Expenses | $83,691,328 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $97,386 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$8,136,856 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $80,295,864 | TotalAssetsBOYAmt |
| Total Assets EOY | $65,342,422 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $43,811,979 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $35,795,527 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $36,483,885 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $29,546,895 | NetAssetsOrFundBalancesEOYAmt |
| Mission | AT LA JOLLA INSTITUTE FOR IMMUNOLOGY, OUR SCIENTISTS FOCUS ON UNDERSTANDING HOW THE IMMUNE SYSTEM WORKS IN ORDER TO PROMOTE HUMAN HEALTH AND PREVENT DISEASE. OUR DISCOVERIES APPLY TO MANY DISEASES, RANGING FROM DIABETES TO HEART DISEASE, INFECTIOUS DISEASES TO CANCER. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $72,469,470 | ExpenseAmt |
| Grant | $8,255,025 | GrantAmt |
| Revenue | $23,686,658 | RevenueAmt |
| Desc | THE LA JOLLA INSTITUTE FOR IMMUNOLOGY ("LJI") IS A PRIVATE, NONPROFIT MEDICAL RESEARCH ORGANIZATION THAT IS RECOGNIZED AS A WORLD LEADER IN COMPREHENSIVE RESEARCH DEDICATED TO UNDERSTANDING THE INTRICACIES AND POWER OF THE IMMUNE SYSTEM AND APPLYING THAT KNOWLEDGE TOWARD ITS GOAL OF LIFE WITHOUT DISEASE.THE INSTITUTE IS HOME TO 24 INDEPENDENT LABORATORIES, EACH OPERATED BY A LEADING SCIENTIST HANDPICKED FOR THEIR CREATIVITY AND PIONEERING SPIRIT. EACH OF THESE LABS IS DEDICATED TO UNDERSTANDING THE FAR-REACHING INFLUENCE OF THE IMMUNE SYSTEM AND TO TRAIN THE NEXT GENERATION OF SCIENTISTS, TO PROMOTE HUMAN HEALTH AND PREVENT A WIDE RANGE OF DISEASES. | Desc |
| Total Program Service Expenses | $72,469,470 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (1) | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 232 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 464 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 21 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD STRYJEWSKI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8587526500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9420 ATHENA CIRCLE | AddressLine1Txt |
| City | LA JOLLA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 920371387 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (34 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 | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| ERICA SAPHIRE | |||||||||
| PRESIDENT & CEO | 40.00 | 0.00 | Yes (X) | Yes (X) | $784,780 | $0 | $110,210 | ||
| MITCHELL KRONENBERG | |||||||||
| DIR. & CHIEF SCI. OFFICER(END 9/23) | 40.00 | 0.50 | Yes (X) | $406,198 | $0 | $74,840 | |||
| LINDA SHERMAN | |||||||||
| DIRECTOR | 2.00 | 0.50 | Yes (X) | $5,000 | $0 | $0 | |||
| ANTHONY R CARR | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BARBARA DONNELL | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CAROLEE LEE | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID M RICKEY | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID R WEBB | |||||||||
| DIRECTOR | 2.00 | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| EMILY HOLMES | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| FRANCOIS FERRE | |||||||||
| DIRECTOR (END 02/23) | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| FRED MILLER | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| GAIL K NAUGHTON | |||||||||
| DIRECTOR, CHAIRMAN | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| GENEVIEVE T JACOBS | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| J MARK WAXMAN | |||||||||
| DIRECTOR (END 02/23) | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN M CARETHERS | |||||||||
| DIRECTOR (START 02/23) | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARK V BOWLES | |||||||||
| DIRECTOR (START 09/23) | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| PAMELA K WASSERMAN | |||||||||
| DIRECTOR (END 12/23) | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| PAUL THIEL | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| RENETTA HAAS | |||||||||
| DIRECTOR (START 12/23) | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD S BODMAN | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT C DYNES | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SANDOR W SHAPERY | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SANDRA SCHMID | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SUSAN DAVIS | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS L TULLIE | |||||||||
| DIRECTOR (START 09/23) | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| YOSHIFUMI TORII | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD STRYJEWSKI | |||||||||
| CFO, TREASURER AND SECRETARY | 40.00 | 0.00 | Yes (X) | $302,026 | $0 | $61,068 | |||
| SHANE CROTTY | |||||||||
| CHIEF SCI. OFFICER (START 09/23) | 40.00 | 0.00 | $409,436 | $0 | $87,509 | Yes (X) | |||
| JOHN KEEGAN | |||||||||
| COO | 40.00 | 0.00 | $298,258 | $0 | $67,756 | Yes (X) | |||
| ALESSANDRO SETTE | |||||||||
| DIVISION HEAD/CENTER HEAD/PROF | 40.00 | 0.00 | $557,795 | $0 | $103,396 | Yes (X) | |||
| MICHAEL CROFT | |||||||||
| DIRECTOR, ACADEMIC AFFAIRS | 40.00 | 0.00 | $390,575 | $0 | $80,091 | Yes (X) | |||
| BJOERN PETERS | |||||||||
| PROFESSOR | 40.00 | 0.00 | $378,202 | $0 | $76,288 | Yes (X) | |||
| STEPHEN P SCHOENBERGER | |||||||||
| PROFESSOR | 40.00 | 0.00 | $320,610 | $0 | $85,226 | Yes (X) | |||
| HILDE CHEROUTRE | |||||||||
| DIVISION HEAD/PROFESSOR | 40.00 | 1.00 | $323,988 | $0 | $59,766 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,176,868 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $806,150 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 85 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| UNIVERSAL BUILDING MAINTENANCE LLC | |||||
| PO BOX 31001-2374 | PASADENA | CA | 911102374 | COMMERCIAL CLEANING SERVICES | $198,649 |
| UNIVERSAL PROTECTION SERVICES LP | |||||
| PO BOX 31001-2374 | PASADENA | CA | 911102374 | SECURITY SERVICES | $168,815 |
| MOSS-ADAMS LLP | |||||
| 999 THIRD AVE SUITE 2800 | SEATTLE | WA | 98104 | ACCOUNTING SERVICES | $162,310 |
| FOLEY LARDNER LLP | |||||
| 777 EAST WISCONSIN AVE | MILWAUKEE | WI | 53202 | LEGAL SERVICES | $148,113 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $16,446 | FederatedCampaignsAmt |
| Fundraising | $11,502 | FundraisingAmt |
| Government Grants | $42,544,049 | GovernmentGrantsAmt |
| All Other Contributions | $8,320,163 | AllOtherContributionsAmt |
| Noncash Contributions | $1,471,747 | NoncashContributionsAmt |
| Total Contributions | $50,892,160 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RESEARCH REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $20,407,924 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $20,407,924 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $20,407,924 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $854,237 | TotalRevenueColumnAmt |
| Exclusion | $854,237 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $229,008 | TotalRevenueColumnAmt |
| Exclusion | $229,008 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,707,883 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,866,908 | SecuritiesAmt |
| Other | $467 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$159,025 | SecuritiesAmt |
| Other | -$467 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$159,492 | TotalRevenueColumnAmt |
| Exclusion | -$159,492 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $10,278 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $11,502 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $29,650 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$19,372 | TotalRevenueColumnAmt |
| Exclusion | -$19,372 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| CONTRACT/TECH. SERVICE | 900099 | $1,818,597 | $1,818,597 | |
| EXTERNAL CORE SERVICES | 900099 | $1,459,511 | $1,459,511 | |
| BUILDING MANAGEMENT | 531312 | $71,899 | $626 | $71,273 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $3,350,007 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $75,554,472 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $23,686,658 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $71,273 | UnrelatedBusinessRevenueAmt |
| Exclusion | $904,381 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,581,876 | TotalAmt |
| Program Services | $6,581,876 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,673,149 | TotalAmt |
| Program Services | $1,673,149 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,607,081 | TotalAmt |
| Program Services | $2,174,378 | ProgramServicesAmt |
| Management And General | $371,399 | ManagementAndGeneralAmt |
| Fundraising | $61,304 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $383,754 | TotalAmt |
| Program Services | $320,056 | ProgramServicesAmt |
| Management And General | $54,672 | ManagementAndGeneralAmt |
| Fundraising | $9,026 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,867,020 | TotalAmt |
| Program Services | $25,784,297 | ProgramServicesAmt |
| Management And General | $4,372,594 | ManagementAndGeneralAmt |
| Fundraising | $710,129 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,977,799 | TotalAmt |
| Program Services | $2,462,444 | ProgramServicesAmt |
| Management And General | $437,121 | ManagementAndGeneralAmt |
| Fundraising | $78,234 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,575,268 | TotalAmt |
| Program Services | $2,956,511 | ProgramServicesAmt |
| Management And General | $524,826 | ManagementAndGeneralAmt |
| Fundraising | $93,931 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,205,308 | TotalAmt |
| Program Services | $1,823,644 | ProgramServicesAmt |
| Management And General | $323,725 | ManagementAndGeneralAmt |
| Fundraising | $57,939 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $530,326 | TotalAmt |
| Program Services | $13,079 | ProgramServicesAmt |
| Management And General | $517,247 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $335,680 | TotalAmt |
| Management And General | $335,680 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,449 | TotalAmt |
| Fundraising | $78,449 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,939 | TotalAmt |
| Management And General | $55,939 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,840,265 | TotalAmt |
| Program Services | $1,416,520 | ProgramServicesAmt |
| Management And General | $374,570 | ManagementAndGeneralAmt |
| Fundraising | $49,175 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $307,093 | TotalAmt |
| Program Services | $41,883 | ProgramServicesAmt |
| Management And General | $186,309 | ManagementAndGeneralAmt |
| Fundraising | $78,901 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $893,403 | TotalAmt |
| Program Services | $687,644 | ProgramServicesAmt |
| Management And General | $169,420 | ManagementAndGeneralAmt |
| Fundraising | $36,339 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,304,152 | TotalAmt |
| Program Services | $1,003,794 | ProgramServicesAmt |
| Management And General | $247,312 | ManagementAndGeneralAmt |
| Fundraising | $53,046 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,085,642 | TotalAmt |
| Program Services | $6,503,448 | ProgramServicesAmt |
| Management And General | $553,404 | ManagementAndGeneralAmt |
| Fundraising | $28,790 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,220,814 | TotalAmt |
| Program Services | $998,278 | ProgramServicesAmt |
| Management And General | $141,404 | ManagementAndGeneralAmt |
| Fundraising | $81,132 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $156,028 | TotalAmt |
| Program Services | $48,705 | ProgramServicesAmt |
| Management And General | $102,889 | ManagementAndGeneralAmt |
| Fundraising | $4,434 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $262,166 | TotalAmt |
| Management And General | $262,166 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,801,730 | TotalAmt |
| Program Services | $5,357,459 | ProgramServicesAmt |
| Management And General | $444,271 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $418,020 | TotalAmt |
| Program Services | $383,663 | ProgramServicesAmt |
| Management And General | $32,658 | ManagementAndGeneralAmt |
| Fundraising | $1,699 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| UBI TAXES | $11,828 | $11,828 | ||
| LAB SUPPLIES & SERVICE | $9,148,413 | $9,148,413 | ||
| MINOR EQUIPMENT AND REP | $2,840,313 | $16,529 | $2,822,924 | $860 |
| OTHER EXPENSES | $494,353 | $227,425 | $263,949 | $2,979 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,459 | TotalAmt |
| Program Services | $3,356 | ProgramServicesAmt |
| Management And General | $27,404 | ManagementAndGeneralAmt |
| Fundraising | $4,699 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,691,328 | TotalAmt |
| Program Services | $72,469,470 | ProgramServicesAmt |
| Management And General | $9,790,792 | ManagementAndGeneralAmt |
| Fundraising | $1,431,066 | 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 | $10,292,943 | BOYAmt |
| EOY | $8,977,574 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,887,922 | BOYAmt |
| EOY | $10,898,313 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $218,077 | BOYAmt |
| EOY | $183,077 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $864,200 | BOYAmt |
| EOY | $889,326 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,009,770 | BOYAmt |
| EOY | $714,353 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $51,478,285 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $35,718,681 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,261,116 | BOYAmt |
| EOY | $15,759,604 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,582,213 | BOYAmt |
| EOY | $18,248,564 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,179,623 | BOYAmt |
| EOY | $9,671,611 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,295,864 | BOYAmt |
| EOY | $65,342,422 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,347,012 | BOYAmt |
| EOY | $18,411,282 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $878,598 | BOYAmt |
| EOY | $644,681 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,889,517 | BOYAmt |
| EOY | $5,956,249 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,696,852 | BOYAmt |
| EOY | $10,783,315 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,811,979 | BOYAmt |
| EOY | $35,795,527 | 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 | $20,114,800 | BOYAmt |
| EOY | $16,716,094 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,369,085 | BOYAmt |
| EOY | $12,830,801 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,483,885 | BOYAmt |
| EOY | $29,546,895 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,295,864 | BOYAmt |
| EOY | $65,342,422 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$8,136,856 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,199,866 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Medical Research Organization | Yes (X) | MedicalResearchOrganizationInd |
Hospital Name And Address HospitalNameAndAddressGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE UNIVERSITY OF CALIFORNIA SAN DIEGO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
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 | $1,886,553 | BeginningYearBalanceAmt |
| Contributions | $0 | ContributionsAmt |
| Investment Earnings Or Losses | $197,894 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $2,084,447 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,000,200 | BeginningYearBalanceAmt |
| Contributions | $100,200 | ContributionsAmt |
| Investment Earnings Or Losses | -$213,847 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,886,553 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $0 | BeginningYearBalanceAmt |
| Contributions | $2,000,200 | ContributionsAmt |
| End Year Balance | $2,000,200 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $49,211 | OtherCostOrOtherBasisAmt |
| Depreciation | $49,211 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,304,175 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,761,064 | DepreciationAmt |
| Book Value | $2,543,111 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $40,409,435 | OtherCostOrOtherBasisAmt |
| Depreciation | $27,908,406 | DepreciationAmt |
| Book Value | $12,501,029 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $715,464 | OtherCostOrOtherBasisAmt |
| Book Value | $715,464 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $15,759,604 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RIGHT OF USE OPERATING LEASE ASSETS | Desc |
| Book Value | $9,671,611 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $9,671,611 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OPERATING LEASE LIABILITIES | Desc |
| Amt | $10,783,315 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $10,783,315 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $76,783,988 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,199,866 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $29,650 | OtherRevenueAmt |
| Revenue Not Reported | $1,229,516 | RevenueNotReportedAmt |
| Revenue Subtotal | $75,554,472 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $75,554,472 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $83,720,978 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $29,650 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $29,650 | ExpensesNotReportedAmt |
| Expenses Subtotal | $83,691,328 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $83,691,328 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE DISTRIBUTION OF ENDOWMENT FUNDS WILL BE USED TO SUPPORT RESEARCH CONSISTENT WITH LJI'S MISSION. |
| PART X, LINE 2: | THE INSTITUTE IS SUBJECT TO FEDERAL AND STATE INCOME TAXES ON UNRELATED BUSINESS INCOME AS DEFINED UNDER IRC SECTIONS 511 THROUGH 515. FOR EACH OF THE YEARS ENDED DECEMBER 31, 2023 AND 2022, TAXES ARE RECORDED WHEN PAID AND NO PROVISION FOR INCOME TAX HAS BEEN MADE. THE INSTITUTE HAD NO UNRECOGNIZED TAX BENEFITS OR LIABILITIES AS OF DECEMBER 31, 2023 AND 2022. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES 29,650. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES 29,650. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICES | RESEARCH | $778,967 |
| NORTH AMERICA | 0 | 0 | PROGRAM SERVICES | RESEARCH | $571,050 |
| SOUTH AMERICA | 0 | 0 | PROGRAM SERVICES | RESEARCH | $207,652 |
| SOUTH ASIA | 0 | 0 | PROGRAM SERVICES | RESEARCH | $115,480 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $1,673,149 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $1,673,149 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (9 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Non Cash AssistanceNonCashAssistanceAmt |
|---|---|---|---|---|
| EUROPE (INCLUDING ICELAND & GREENLAND) | SUBRECIPIENT AWARD | $20,210 | ELECTRONIC FUND/WIRE TRANSFER | $0 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | SUBRECIPIENT AWARD | $194,349 | ELECTRONIC FUND/WIRE TRANSFER | $0 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | SUBRECIPIENT AWARD | $6,519 | ELECTRONIC FUND/WIRE TRANSFER | $0 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | SUBRECIPIENT AWARD | $419,602 | ELECTRONIC FUND/WIRE TRANSFER | $0 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | SUBRECIPIENT AWARD | $126,883 | ELECTRONIC FUND/WIRE TRANSFER | $0 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | SUBRECIPIENT AWARD | $11,404 | ELECTRONIC FUND/WIRE TRANSFER | $0 |
| NORTH AMERICA | SUBRECIPIENT AWARD | $571,050 | ELECTRONIC FUND/WIRE TRANSFER | $0 |
| SOUTH AMERICA | SUBRECIPIENT AWARD | $207,652 | ELECTRONIC FUND/WIRE TRANSFER | $0 |
| SOUTH ASIA | SUBRECIPIENT AWARD | $115,480 | ELECTRONIC FUND/WIRE TRANSFER | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Org | 9 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | LJI DOES NOT ACT AS A PRIMARY GRANT MAKER. LJI ISSUES SUBCONTRACTS SPECIFICALLY APPROVED UNDER THE PRIMARY GRANTS AND CONTRACTS RECEIVED BY LJI. ALL SUCH SUBCONTRACTS, WHETHER FOREIGN OR DOMESTIC ARE MONITORED BY LJI STAFF FOR COMPLIANCE WITH APPLICABLE REGULATIONS. PAYMENTS TO THE SUBRECIPIENTS ARE MADE IN ACCORDANCE WITH A DETAILED BUDGET AND SCOPE OF WORK. ADDITIONALLY, SCIENTIFIC REPORTS FROM SUBCONTRACTORS ARE RECEIVED AND REVIEWED BY LJI INVESTIGATORS. |
| PART I, LINE 3: | ACCRUAL METHOD OF ACCOUNTING |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARTS & LUNDY INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 160 CHUBB AVE SUITE 303 | AddressLine1Txt |
| City | LYNDHURST | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07071 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | STRATEGIC CONSULTING FOR FUNDRAISING | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $78,449 | GrossReceiptsAmt |
| Retained By Contractor | $0 | RetainedByContractorAmt |
| Net To Organization | $78,449 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $78,449 | TotalGrossReceiptsAmt |
| Total Net To Organization | $78,449 | TotalNetToOrganizationAmt |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | TX | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | VT | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | DAY AT THE RACES | Event1Nm |
| Gross Receipts Event1 | $21,780 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $11,502 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $10,278 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $10,046 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $10,306 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $3,185 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $6,113 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $21,780 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $11,502 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $10,278 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $10,046 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $10,306 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $3,185 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $6,113 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $29,650 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$19,372 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (32 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|
| ALBANY COLLEGE OF PHARMACY AND HEALTH | |||||||||
| FINANCE DEPARTMENT 106 NEW SCOTLAND | AVE | ALBANY | NY | 12208 | 141423161 | 501(C)(3) | $91,559 | $0 | SUBRECIPIENT AWARD |
| BENAROYA RES INST | |||||||||
| 1201 9TH AVE | SEATTLE | WA | 98101 | 910653422 | 501(C)(3) | $226,747 | $0 | SUBRECIPIENT AWARD | |
| BOSTON CHILDREN'S HOSPITAL | |||||||||
| 300 LONGWOOD AVE | BOSTON | MA | 02115 | 042774441 | 501(C)(3) | $178,696 | $0 | SUBRECIPIENT AWARD | |
| CEDARS-SINAI MEDICAL CENTER | |||||||||
| 6500 WILSHIRE BLVD STE 1800 | LOS ANGELES | CA | 90048 | 951644600 | 501(C)(3) | $85,004 | $0 | SUBRECIPIENT AWARD | |
| CHILDRENS HOSPITAL MEDICAL CENTER | |||||||||
| 3333 BURNET AVENUE | CINCINNATI | OH | 45229 | 310833936 | 501(C)(3) | $135,943 | $0 | SUBRECIPIENT AWARD | |
| COLUMBIA UNIVERSITY | |||||||||
| 80 CLAREMONT AVE | NEW YORK | NY | 10027 | 135598093 | 501(C)(3) | $136,524 | $0 | SUBRECIPIENT AWARD | |
| EMORY UNIVERSITY | |||||||||
| 1599 CLIFTON RD NE 3RD FLOOR | ATLANTA | GA | 30322 | 580566256 | 501(C)(3) | $560,691 | $0 | SUBRECIPIENT AWARD | |
| FRED HUTCHINSON CANCER RESEARCH CENTER | |||||||||
| 1100 FAIRVIEW AVE N | SEATTLE | WA | 98109 | 237156071 | 501(C)(3) | $494,634 | $0 | SUBRECIPIENT AWARD | |
| ICAHN SCHOOL OF MEDICINE | |||||||||
| 1 GUSTAVE L LEVY PLACE | NEW YORK | NY | 10029 | 136171197 | 501(C)(3) | $233,578 | $0 | SUBRECIPIENT AWARD | |
| LEIDOS | |||||||||
| 1750 PRESIDENTS ST | RESTON | VA | 20190 | 953630868 | $461,939 | $0 | SUBRECIPIENT AWARD | ||
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | |||||||||
| 77 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02139 | 042103594 | 501(C)(3) | $305,874 | $0 | SUBRECIPIENT AWARD | |
| OREGON HEALTH & SCIENCE UNIV | |||||||||
| 3181 SW JACKSON PARK RD | PORTLAND | OR | 97239 | 931176109 | 501(C)(3) | $313,572 | $0 | SUBRECIPIENT AWARD | |
| PURDUE UNIVERSITY | |||||||||
| 1281 WIN HENTSCHELBLVD SUITE 1100 | WEST LAFAYETTE | IN | 47906 | 356002041 | 501(C)(3) | $191,413 | $0 | SUBRECIPIENT AWARD | |
| MASSACHUSETTS GENERAL HOSPITAL | |||||||||
| 55 FRUIT STREET | BOSTON | MA | 02114 | 042697983 | 501(C)(3) | $149,745 | $0 | SUBRECIPIENT AWARD | |
| THE SALK INSTITUTE FOR BIOLOGICAL STUDIES | |||||||||
| 10010 N TORREY PINES RD | LA JOLLA | CA | 92037 | 952160097 | 501(C)(3) | $48,728 | $0 | SUBRECIPIENT AWARD | |
| SEATTLE CHILDREN'S HOSPITAL | |||||||||
| PO BOX 5371 M/S RC-507 | SEATTLE | WA | 98145 | 910564748 | 501(C)(3) | $48,051 | $0 | SUBRECIPIENT AWARD | |
| TULANE UNIVERSITY | |||||||||
| 6823 ST CHARLES AVE | NEW ORLEANS | LA | 70118 | 720423889 | 501(C)(3) | $344,080 | $0 | SUBRECIPIENT AWARD | |
| UC BERKELEY (UCB) | |||||||||
| 2195 HEARST AVE ROOM 159 | BERKELEY | CA | 94720 | 946002123 | 501(C)(3) | $14,755 | $0 | SUBRECIPIENT AWARD | |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA | |||||||||
| UCLA BOX 957089 1125 MURPHY HALL | 405 HILGARD AVE | LOS ANGELES | CA | 90095 | 956006143 | 501(C)(3) | $105,093 | $0 | SUBRECIPIENT AWARD |
| UCSD | |||||||||
| 9500 GILMAN DR | LA JOLLA | CA | 92093 | 956006144 | 501(C)(3) | $541,728 | $0 | SUBRECIPIENT AWARD | |
| THE UNIVERSITY OF ALABAMA AT BIRMINGHAM | |||||||||
| 801 5TH AVE SOUTH ROOM 251 | BIRMINGHAM | AL | 35233 | 636005396 | 501(C)(3) | $22,624 | $0 | SUBRECIPIENT AWARD | |
| UNIV OF TEXAS MEDICAL BRANCH | |||||||||
| 301 UNIVERSITY BLVD | GALVESTON | TX | 77555 | 746000949 | 501(C)(3) | $835,538 | $0 | SUBRECIPIENT AWARD | |
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA | |||||||||
| BOX 957089 1125 MURPHY 405 HILGARD | AVE | LOS ANGELES | CA | 90095 | 956006143 | 501(C)(3) | $96,125 | $0 | SUBRECIPIENT AWARD |
| UNIVERSITY OF COLORADO DENVER | |||||||||
| F428 ANSCHUTZ MED CAMPUS BLDG 500 | W1126 13001 E 17TH PL | AURORA | CO | 80045 | 846000555 | 501(C)(3) | $17,794 | $0 | SUBRECIPIENT AWARD |
| REGENTS OF THE UNIVERSITY OF MINNESOTA | |||||||||
| 221 UNIVERSITY AVE SE STE 100 | MINNEAPOLIS | MN | 55414 | 416007513 | 501(C)(3) | $57,622 | $0 | SUBRECIPIENT AWARD | |
| UNIVERSITY OF OKLAHOMA | |||||||||
| PO BOX 26901 RP 865 ROOM 560 | OKLAHOMA CITY | OK | 73126 | 731563627 | 501(C)(3) | $45,649 | $0 | SUBRECIPIENT AWARD | |
| UNIVERSITY OF PITTSBURGH | |||||||||
| PO BOX 640458 | PITTSBURGH | PA | 15264 | 250965591 | 501(C)(3) | $99,490 | $0 | SUBRECIPIENT AWARD | |
| VANDERBILT UNIVERSITY | |||||||||
| 1161 21ST AVE SOUTH D-3300 MEDICAL | CENTER NORTH | NASHVILLE | TN | 37232 | 352528741 | 501(C)(3) | $735,569 | $0 | SUBRECIPIENT AWARD |
| WASHINGTON UNIVERSITY | |||||||||
| 700 ROSEDALE AVE CB 1034 | ST LOUIS | MO | 63112 | 430653611 | 501(C)(3) | $453,150 | $0 | SUBRECIPIENT AWARD | |
| YALE UNIVERSITY | |||||||||
| 25 SCIENCE PARK 150 MUNSON ST | NEW HAVEN | CT | 06511 | 060646973 | 501(C)(3) | $538,080 | $0 | SUBRECIPIENT AWARD | |
| ZALGEN LABS LLC | |||||||||
| 20271 GOLDENROD LANE SUITE 2083 | GEMANTOWN | MD | 20876 | 453554265 | $1,153,448 | $0 | SUBRECIPIENT AWARD | ||
| CUREBOUND INC | |||||||||
| 9191 TOWNE CENTER DRIVE STE 310 | SAN DIEGO | CA | 92122 | 460552414 | 501(C)(3) | $6,000 | $0 | SUBRECIPIENT AWARD | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 29 | Total501c3OrgCnt |
| Total Other Org | 2 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | LJI ISSUES SUBCONTRACTS SPECIFICALLY APPROVED UNDER THE PRIMARY GRANTS AND CONTRACTS RECEIVED BY LJI. ALL SUCH SUBCONTRACTS, WHETHER FOREIGN OR DOMESTIC ARE MONITORED BY LJI STAFF FOR COMPLIANCE WITH APPLICABLE REGULATIONS. PAYMENTS TO THE SUBRECIPIENTS ARE MADE IN ACCORDANCE WITH A DETAILED BUDGET AND SCOPE OF WORK. ADDITIONALLY, SCIENTIFIC REPORTS FROM SUBCONTRACTORS ARE RECEIVED AND REVIEWED BY LJI INVESTIGATORS. LJI ALSO SUPPORTS CERTAIN CHARITIES, WHOSE MISSIONS ARE IN LINE WITH OUR RESEARCH, THROUGH CONTRIBUTIONS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ERICA SAPHIRE | ||||||||||||||
| PRESIDENT & CEO | $740,323 | $0 | $0 | $0 | $44,457 | $0 | $72,000 | $0 | $38,210 | $0 | $894,990 | $0 | $0 | $0 |
| ALESSANDRO SETTE | ||||||||||||||
| DIVISION HEAD/CENTER HEAD/PROF | $551,372 | $0 | $1,664 | $0 | $4,759 | $0 | $72,000 | $0 | $31,396 | $0 | $661,191 | $0 | $0 | $0 |
| SHANE CROTTY | ||||||||||||||
| CHIEF SCI. OFFICER (START 09/23) | $405,147 | $0 | $2,896 | $0 | $1,393 | $0 | $61,332 | $0 | $26,177 | $0 | $496,945 | $0 | $0 | $0 |
| MITCHELL KRONENBERG | ||||||||||||||
| DIR. & CHIEF SCI. OFFICER(END 9/23) | $392,199 | $0 | $0 | $0 | $13,999 | $0 | $59,423 | $0 | $15,417 | $0 | $481,038 | $0 | $0 | $0 |
| MICHAEL CROFT | ||||||||||||||
| DIRECTOR, ACADEMIC AFFAIRS | $382,848 | $0 | $2,968 | $0 | $4,759 | $0 | $57,192 | $0 | $22,899 | $0 | $470,666 | $0 | $0 | $0 |
| BJOERN PETERS | ||||||||||||||
| PROFESSOR | $376,284 | $0 | $0 | $0 | $1,918 | $0 | $50,219 | $0 | $26,069 | $0 | $454,490 | $0 | $0 | $0 |
| STEPHEN P SCHOENBERGER | ||||||||||||||
| PROFESSOR | $315,851 | $0 | $0 | $0 | $4,759 | $0 | $48,607 | $0 | $36,619 | $0 | $405,836 | $0 | $0 | $0 |
| HILDE CHEROUTRE | ||||||||||||||
| DIVISION HEAD/PROFESSOR | $315,203 | $0 | $0 | $0 | $8,785 | $0 | $47,416 | $0 | $12,350 | $0 | $383,754 | $0 | $0 | $0 |
| JOHN KEEGAN | ||||||||||||||
| COO | $295,027 | $0 | $0 | $0 | $3,231 | $0 | $44,859 | $0 | $22,897 | $0 | $366,014 | $0 | $0 | $0 |
| RICHARD STRYJEWSKI | ||||||||||||||
| CFO, TREASURER AND SECRETARY | $300,660 | $0 | $0 | $0 | $1,366 | $0 | $45,686 | $0 | $15,382 | $0 | $363,094 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | CERTAIN INDIVIDUALS ARE ALLOWED TO FLY FIRST CLASS FOR APPROPRIATE BUSINESS TRAVEL WITH APPROVAL OF THE PRESIDENT. ONE OFFICER FLEW FIRST CLASS DURING 2023. THIS BENEFIT WAS NOT TREATED AS TAXABLE COMPENSATION TO THE INDIVIDUAL. | ExplanationTxt |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ERICA SAPHIRE | PersonNm |
| Relationship With Org | PRESIDENT & CEO | RelationshipWithOrgTxt |
| Loan Purpose | FACULTY HOUSING LOAN | LoanPurposeTxt |
| Loan From Organization | Yes (X) | LoanFromOrganizationInd |
| Original Principal | $350,000 | OriginalPrincipalAmt |
| Balance Due | $183,077 | BalanceDueAmt |
| Default | 0 | DefaultInd |
| Board Or Committee Approval | Yes (1) | BoardOrCommitteeApprovalInd |
| Written Agreement | Yes (1) | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $183,077 | TotalBalanceDueAmt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HILDE CHEROUTRE | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | SPOUSE OF CHIEF SCIENTIFIC OFFICER | RelationshipDescriptionTxt |
| Transaction | $323,988 | TransactionAmt |
| Transaction | FULL TIME EMPLOYEE | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 7 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,471,747 | NoncashContributionsRptF990Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | NUMBER OF CONTRIBUTIONS | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, ITEM C | DBA: CENTER FOR CANCER IMMUNOTHERAPY DBA: CENTER FOR INFECTIOUS DISEASE AND VACCINE RESEARCH DBA: DIABETES & IMMUNE DISEASE NATIONAL RESEARCH INSTITUTE |
| FORM 990, PART VI, SECTION A, LINE 2 | SANDOR W. SHAPERY, JD AND THOMAS L. TULLIE HAVE A BUSINESS RELATIONSHIP. |
| FORM 990, PART VI, SECTION A, LINE 4 | THE INSTITUTE'S BYLAWS WERE AMENDED MAY 12, 2023, BY RESOLUTION OF THE BOARD. THE BYLAWS WERE UPDATED TO: (1) PROVIDE TERM LIMITS FOR ALL DIRECTORS,(2) TO CLARIFY THE ROLES AND TERMS OF CERTAIN POSITIONS INCLUDING BOARD CHAIR, VICE CHAIR AND BOARD OFFICERS, (3) TO UPDATE THE LANGUAGE REGARDING BOARD COMMITTEES TO PROVIDE THE BOARD GENERAL POWER TO ESTABLISH COMMITTEES AND DETAILS FOR EACH COMMITTEE ARE PROVIDED IN THE COMMITTEE CHARTERS, (4) TO REMOVE DETAILS ON NON-DIRECTOR AND NON-OFFICER STAFF POSITIONS, (5) TO UPDATE LANGUAGE CONFIRMING THE DIRECTORS CONFLICT OF INTEREST REPORTING OBLIGATIONS, (6) TO INCLUDE A STATEMENT ON THE INSTITUTE'S COMMITMENT TO DIVERSITY, EQUITY AND INCLUSIVENESS AND (7) TO UPDATE THE INDEMNIFICATION LANGUAGE TO CONFIRM THAT INDEMNIFICATION BY INSTITUTE APPLIES TO DIRECTORS AND OFFICERS AND, AT THE DISCRETION OF THE BOARD, MAY APPLY TO OTHER AGENTS OF THE INSTITUTE. THE COMMITTEE CHARTERS AND BOARD DELEGATION OF AUTHORITY DOCUMENT WERE ALSO UPDATED FOR CONSISTENCY WITH THE UPDATES TO THE INSTITUTE'S BYLAWS. |
| FORM 990, PART VI, SECTION A, LINE 7A | PER THE BYLAWS OF THE ORGANIZATION , KYOWA KIRIN, INC. (KIRIN) HAS THE RIGHT TO SELECT AN EXECUTIVE OFFICER TO SERVE AS AN EX OFFICIO BOARD MEMBER. |
| FORM 990, PART VI, SECTION B, LINE 11B | A DRAFT OF THE FORM 990 IS PROVIDED TO ALL BOARD MEMBERS PRIOR TO THE ELECTRONIC FILING OF THE TAX RETURN. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE INSTITUTE ADMINISTERS TWO CONFLICT OF INTEREST POLICIES APPLYING TO 1) THE BOARD OF DIRECTORS AND 2) RESEARCHERS AND SENIOR ADMINISTRATION AS REQUIRED UNDER NATIONAL INSTITUTES OF HEALTH REGULATIONS. THE INSTITUTE REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES THESE POLICIES IN ACCORDANCE WITH WRITTEN PROCEDURES, WHICH INCLUDE THE COMPLETION OF DISCLOSURE FORMS BY COVERED INDIVIDUALS, EVALUATION OF COMPLETED FORMS BY A DESIGNATED CONFLICT REVIEW OFFICER, AND AS NECESSARY, FURTHER EVALUATION AND DETERMINATION BY A DESIGNATED CONFLICT REVIEW COMMITTEE. IF A CONFLICT IS DETERMINED, A MANAGEMENT PLAN IS DESIGNED AND MONITORED FOR THE SPECIFIC SITUATION. SUCH PLAN MAY REQUIRE THE COVERED INDIVIDUAL TO ELIMINATE THE CONFLICT. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION DECISIONS FOR THE INSTITUTE'S CEO AND OTHER KEY EMPLOYEES ARE MADE ANNUALLY. ADJUSTMENTS, IF ANY, TYPICALLY TAKE EFFECT ON A JANUARY 1ST CYCLE. FOR THESE PURPOSES, THE INSTITUTE'S HUMAN RESOURCES DEPARTMENT OBTAINS RELEVANT MARKET COMPARABILITY DATA FOR EACH POSITION ON AN ANNUAL BASIS. IN ACCORDANCE WITH ITS CHARTER, THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS AND DISCUSSES THIS INFORMATION, AND THE PERFORMANCE OF THE INSTITUTE'S CEO AND KEY EMPLOYEES, AND FORMULATES RECOMMENDED COMPENSATION ACTIONS TO THE FULL BOARD OF DIRECTORS. THE BOARD OF DIRECTORS REVIEWS THESE RECOMMENDATIONS AND RELATED INFORMATION IN DECIDING COMPENSATION LEVELS FOR EACH POSITION. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE INSTITUTE MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART VII, SECTION A | REPORTABLE COMPENSATION PAID TO LINDA SHERMAN, PHD WERE HONORARIUM PAYMENTS FOR PARTICIPATION ON THE LJI SCIENTIFIC ADVISORY BOARD. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LA JOLLA IMMUNOLOGY CONFERENCE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9420 ATHENA CIRCLE | AddressLine1Txt |
| City | LA JOLLA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92037 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 843705461 | EIN |
| Primary Activities | EDUCATION | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 7 | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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