2023-05-15T16:09:00-05:00 2022-06-30 390859910 BAKER TILLY US LLP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2021-07-01 210672684 CORIELL INSTITUTE FOR MEDICAL RESEARCH INC CORI 8567574828 403 HADDON AVENUE CAMDEN NJ 08103 CONSTANTINE STOIOS CFO 8567574828 2023-05-15 1 CONSTANTINE STOIOS 999009999 KERRI N BOGDA CPA P00760402 7177404863 2023-05-15 X 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z CONSTANTINE STOIOS 403 HADDON AVENUE CAMDEN NJ 08103 23280856 0 X WWW.CORIELL.ORG X 1953 NJ GENERATE WORLD CLASS BIOMATERIALS AND CONDUCT GROUNDBREAKING RESEARCH. 17 16 110 16 0 0 1087567 3217491 15576879 19900725 62800 84691 532774 77704 17260020 23280611 0 0 0 0 9937029 9568552 0 0 0 8156303 10744099 18093332 20312651 -833312 2967960 28357307 27584123 6492510 5957255 21864797 21626868 CORIELL'S MISSION IS TO ACCELERATE SCIENTIFIC DISCOVERY BY GENERATING, BANKING, STORING AND DISTRIBUTING WORLD-CLASS BIOMATERIALS, AND CONDUCTING GROUNDBREAKING RESEARCH IN GENETICS AND EPIGENETICS. 0 0 15209459 0 19900725 THE CORIELL INSTITUTE FOR MEDICAL RESEARCH IS A GLOBALLY RECOGNIZED LEADER IN BIOBANKING AND BIOMEDICAL RESEARCH. CORIELL IS HOME TO ONE OF THE WORLD'S MOST IMPORTANT BIOBANKS WHICH DISTRIBUTES BIOLOGICAL SAMPLES AND OFFERS RESEARCH AND BIOBANKING SERVICES TO SCIENTISTS AROUND THE WORLD. CORIELL IS THE TRUSTED STEWARD OF WORLD-RENOWNED COLLECTIONS FOR THE NATIONAL INSTITUTES OF HEALTH, DISEASE FOUNDATIONS AND COMMERCIAL CLIENTS. ALSO A LEADER IN GENOMIC AND EPIGENOMIC RESEARCH, CORIELL IS UNCOVERING THE WAYS OUR GENETIC MAKEUP AFFECTS OUR HEALTH, ESPECIALLY WITH REGARD TO CANCER, AGING, AND PERSONALIZED MEDICINE. 15209459 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 40 0 110 1 0 0 0 0 0 0 0 0 0 0 0 0 X 17 16 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 1 1 NJ PA NY CA X DENISE BUSCHER CONTROLLER 8567574846 403 HADDON AVENUE CAMDEN NJ 08103 DR JEAN-PIERRE ISSA PRESIDENT/CEO 40.00 X X 630537 0 37891 ROBERT KIEP III CHAIR 1.00 X X 0 0 0 MARC MASER ESQ VICE CHAIR 1.00 X X 0 0 0 ARNAUD BASTIEN MD TRUSTEE 1.00 X 0 0 0 EDWARD VINER MD TRUSTEE 1.00 X 0 0 0 FRANK GIORDANO TRUSTEE 1.00 X 0 0 0 GEORGE NORCROSS TRUSTEE 1.00 X 0 0 0 JOHN PICCONE TRUSTEE 1.00 X 0 0 0 PETER DRISCOLL ESQ TRUSTEE 1.00 X 0 0 0 ROLAND SCHWARTING TRUSTEE 1.00 X 0 0 0 CHRISTOPHER GIBSON TRUSTEE 1.00 X 0 0 0 DANA REDD TRUSTEE 1.00 X 0 0 0 GENEROSA GRANA TRUSTEE 1.00 X 0 0 0 ANNETTE REBOLI TRUSTEE 1.00 X 0 0 0 MATTHEW HEWITT TRUSTEE 1.00 X 0 0 0 KENNETH SOMBERG TRUSTEE 1.00 X 0 0 0 ANTONIO TILLIS TRUSTEE 1.00 X 0 0 0 CONSTANTINE DEAN STOIOS CHIEF FINANCIAL OFFICER/TREASURER 40.00 X 254076 0 38706 NAHID TURAN CHIEF LABORATORY OFFICER 40.00 X 180409 0 30210 LEO JOSE CHIEF INFORMATION OFFICER 40.00 X 197949 0 14854 JAROLAV JELINEK CHIEF RESEARCH OFFICER 40.00 X 183582 0 20869 ELLEN KELLY DIR., BUSINESS DEVELOPMENT 40.00 X 129268 0 22759 COURTNEY DIRKS DIRECTOR, PUBLIC RELATIONS 40.00 X 146213 0 30295 DENISE BUSCHER CONTROLLER 40.00 X 142038 0 11911 MICHAEL SENECA DIR., FACILITIES 40.00 X 133278 0 9249 KEVIN KANE DIR., PHILANTHROPY 40.00 X 130079 0 29477 MARK BELLFANTE FORMER CHIEF INFORMATION OFFICER 0.00 X 145208 0 0 2272637 0 246221 21 1 1 0 VAN ANDEL INSTITUTE 333 BOSTWICK AVENUE NE GRAND RAPIDS MI 49503 NCI P50 SUBAWARD - RESEARCH/LAB WORK 493272 UNIVERSITY OF FLORIDA 307 GRINTER HALL PO BOX 115500 GAINESVILLE FL 32611 NIH R01 SUBAWARD - RESEARCH/LAB WORK 251513 UNIVERSITY OF MD BALTIMORE 620 W LEXINGTON STREET BALTIMORE MD 21201 NCI P50 SUBAWARD - RESEARCH/LAB WORK 244016 JOHNS HOPKINS UNIVERSITY 3400 N CHARLES STREET BALTIMORE MD 21218 NCI P50 SUBAWARD - RESEARCH/LAB WORK 206353 COOPER UNIVERSITY PHYSICIANS - CRI 1 FEDERAL STREET SUITE NW-400A CAMDEN NJ 081031161 VIVARIUM 135808 7 1137 3162000 54354 3217491 GOVT FEES & CONTRACTS 621500 16460106 16460106 NON-GOVERNMENT REPOSITORY SERVICE 621500 2811708 2811708 INVESTIGATOR DIRECTED SCIENCE 621500 628911 628911 19900725 83936 83936 1000 245 755 755 755 MISCELLANEOUS INCOME 900099 77704 77704 77704 23280611 19900725 0 162395 X 1589575 1589575 5447965 5066776 381189 449057 388763 60294 1557123 1303776 253347 524832 383118 141714 141451 141451 212739 212739 67900 67900 2608464 2056398 552066 575913 562663 13250 3710832 2610386 1100446 127856 24919 102937 1343448 1021574 321874 LAB SUPPLIES 1303221 1303221 IMPUTED RENT 652275 487865 164410 20312651 15209459 5103192 0 1200 1200 1460146 1280831 2615445 4003360 259593 762814 90832 98066 375369 330690 33156026 26948683 6306453 6207343 3188112 3387809 2745196 300000 11314961 11212010 28357307 27584123 1307855 1168678 444690 102518 4675500 4675500 64465 10559 6492510 5957255 X 12550805 12768886 9313992 8857982 21864797 21626868 28357307 27584123 X 2967960 -236574 652275 -1526299 -2095292 X 0 1 X 1 0 X 1302270 1275612 1005217 1087567 3217491 7888157 1302270 1275612 1005217 1087567 3217491 7888157 7888157 99486 84624 67021 62800 83936 397867 1004037 20102 918 532774 77704 1635535 9921559 80566532 0.79510 0.73310 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2019 AMOUNT: $ 918. 2020 AMOUNT: $ 532,774. 2021 AMOUNT: $ 77,704. LIFE INSURANCE PROCEEDS - 2017 AMOUNT: $ 1,004,037. 2018 AMOUNT: $ 20,102. 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THE INSTITUTE DID NOT DRAW ANY FUNDS FROM THE ENDOWMENT DURING THE YEAR ENDING JUNE 30, 2022. PART X, LINE 2: THE INSTITUTE HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE (IRS) AS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND IS EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE IRC. THE INSTITUTE ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES USING A RECOGNITION THRESHOLD OF MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD HAS BEEN MET. MANAGEMENT DETERMINED THAT THERE WERE NO TAX UNCERTAINTIES THAT MET THE RECOGNITION THRESHOLD IN 2022 AND 2021. X X X X 1 0 0 0 0 0 0 1 0 DR JEAN-PIERRE ISSA PRESIDENT/CEO 505537 0 125000 0 0 0 20300 0 17591 0 668428 0 0 0 CONSTANTINE DEAN STOIOS CHIEF FINANCIAL OFFICER/TREASURER 254076 0 0 0 0 0 18418 0 20288 0 292782 0 0 0 LEO JOSE CHIEF INFORMATION OFFICER 197949 0 0 0 0 0 13715 0 1139 0 212803 0 0 0 NAHID TURAN CHIEF LABORATORY OFFICER 180409 0 0 0 0 0 13070 0 17140 0 210619 0 0 0 JAROLAV JELINEK CHIEF RESEARCH OFFICER 183582 0 0 0 0 0 12751 0 8118 0 204451 0 0 0 COURTNEY DIRKS DIRECTOR, PUBLIC RELATIONS 146213 0 0 0 0 0 10971 0 19324 0 176508 0 0 0 KEVIN KANE DIR., PHILANTHROPY 130079 0 0 0 0 0 9563 0 19914 0 159556 0 0 0 DENISE BUSCHER CONTROLLER 142038 0 0 0 0 0 9786 0 2125 0 153949 0 0 0 ELLEN KELLY DIR., BUSINESS DEVELOPMENT 129268 0 0 0 0 0 9227 0 13532 0 152027 0 0 0 MARK BELLFANTE FORMER CHIEF INFORMATION OFFICER 145208 0 0 0 0 0 0 0 0 0 145208 0 0 0 PART I, LINE 4A FORMER KEY EMPLOYEE, MARK BELLFANTE, RECEIVED SEVERANCE FROM JANUARY THROUGH SEPTEMBER 2021, TOTALING $145,208. PART I, LINE 7 THE COMPENSATION COMMITTEE DETERMINES BONUSES FOR OFFICERS AND KEY EMPLOYEES BASED UPON VARIOUS PERFORMANCE CRITERIA. PERFORMANCE CRITERIA ARE BASED ON VARIOUS OBJECTIVES, SOME OF WHICH ARE BASED ON BUSINESS/ FINANCIAL GOALS. OVERALL, THE PRIMARY OBJECTIVES ARE OPERATIONAL IN NATURE WITH CONSIDERATION GIVEN TO FINANCIAL OUTCOMES. FORM 990, PART VI, SECTION A, LINE 1A THERE ARE 9 BOARD MEMBERS ON THE EXECUTIVE COMMITTEE. WITH THE EXCEPTION OF THE PRESIDENT AND CEO, THE OTHER BOARD MEMBERS OF THE EXECUTIVE COMMITTEE ARE NON-EMPLOYED VOLUNTARY BOARD MEMBERS. THE EXECUTIVE COMMITTEE MAY ACT ON BEHALF OF THE BOARD OF TRUSTEES WHEN THE BOARD IS NOT IN SESSION. FORM 990, PART VI, SECTION B, LINE 11B FOR THE CURRENT YEAR'S FILING, THE CFO WILL REVIEW THE FORM 990 IN ITS ENTIRETY AND SHARE THE FULL RETURN WITH THE BOARD AS SOON AS IS POSSIBLE. HOWEVER, THE CFO WILL NOT DELAY THE FILING OF THE FORM 990 FOR BOARD REVIEW. IN SUBSEQUENT YEARS, THE CFO WILL REVIEW THE RETURN, THEN PRESENT THE RETURN TO THE FULL BOARD IN ADVANCE OF FILING THE RETURN WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE CEO ANNUALLY DISTRIBUTES THE CONFLICT OF INTEREST POLICY AND DISCLOSURE STATEMENT TO EACH MEMBER OF THE BOARD OF TRUSTEES. EACH TRUSTEE MUST COMPLETE AND RETURN THE ANNUAL DISCLOSURE STATEMENT TO THE CEO ON A TIMELY BASIS. HE OR SHE MUST TIMELY INFORM THE CEO AND/OR THE COMMITTEE OF ANY POTENTIAL OR ACTUAL CONFLICT OF INTEREST OR OF ANY SITUATION WHICH MIGHT LEAD TO THE APPEARANCE OF A CONFLICT OF INTEREST. IN ADDITION, THE CHIEF FINANCIAL OFFICER (CFO) ANNUALLY DISTRIBUTES A COPY OF THE EMPLOYEE CONFLICT OF INTEREST POLICY AND DISCLOSURE STATEMENT TO EACH OFFICER, EXECUTIVE, AND APPROPRIATE EMPLOYEE. THESE EMPLOYEES ARE REQUIRED TO SUBMIT THE COMPLETED DISCLOSURE STATEMENT TO THE CFO AND DISCLOSE ANY POTENTIAL OR ACTUAL CONFLICT OF INTEREST. REPORTED CONFLICTS OF INTEREST ARE SHARED WITH THE EXECUTIVE COMMITTEE. ANY BOARD MEMBER WHO HAS A CONFLICT OF INTEREST IS EXCLUDED FROM VOTING ON ANY ISSUE INVOLVING THE CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 USING COMPARABILITY DATA SOURCED FROM AN INDEPENDENT ORGANIZATION, A BOARD OF TRUSTEES' COMPENSATION COMMITTEE REVIEWS THE PERFORMANCE AND ESTABLISHES THE ANNUAL COMPENSATION FOR THE CHIEF EXECUTIVE OFFICER. COMPENSATION DECISIONS ARE DETERMINED BY TAKING INTO CONSIDERATION THE FAIR MARKET RANGE FOR THE INDUSTRY. ALL COMMITTEE DISCUSSIONS ARE DOCUMENTED IN BOARD MINUTES. THE PRESIDENT DETERMINES THE COMPENSATION ANNUALLY FOR ALL OTHER EMPLOYEES, INCLUDING OFFICERS AND KEY EMPLOYEES, BASED ON PERFORMANCE APPRAISALS AND REVIEWS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 2,031,682. MANAGEMENT AND GENERAL EXPENSES 247,790. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,279,472. ADMINISTRATIVE COSTS: PROGRAM SERVICE EXPENSES 24,716. MANAGEMENT AND GENERAL EXPENSES 304,276. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 328,992. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -76,208. CHANGE IN VALUE OF FUTURE BUILDING OCCUPANCY -142,807. OTHER CHANGES IN NET ASSETS CORIELL LIFE SCIENCES NONCONTROLLING INTERESTS -1,876,277. CORIELL LIFE SCIENCES 403 HADDON AVENUE CAMDEN NJ 08103 461794812 GENETIC DATA STORAGE AND INTERPRETATION DE N/A C 0.39880 0 0 0 0 1 0 0 0 0 0 0 1 0 1 1 1 0 1 0 0