SALK INSTITUTE FOR BIOLOGICAL STUDIES: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- SALK INSTITUTE FOR BIOLOGICAL STUDIES (EIN 95-2160097)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-05-12
- IRS object ID
- 202321329349308622
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-12T21:18:20-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4365 EXECUTIVE DR SUITE 1600 | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92121 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 952160097 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SALK INSTITUTE FOR BIOLOGICAL STUDIES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % KIMBERLY CASTILLO | InCareOfNm |
| Business Name Control | SALK | BusinessNameControlTxt |
| Phone | 8584534100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10010 N TORREY PINES ROAD | AddressLine1Txt |
| City | LA JOLLA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 920371002 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KIM E WITMER | PersonNm |
| Person Title | TREAS/SVP FIN/ADMIN | PersonTitleTxt |
| Phone | 8584534100 | PhoneNum |
| Signature | 2023-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KIM E | PersonFirstNm |
| Person Last | WITMER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOCELYNE MILLER | PreparerPersonNm |
| PTIN | P00634378 | PTIN |
| Phone | 8585357200 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | GERALD JOYCE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10010 N TORREY PINES ROAD | AddressLine1Txt |
| City | LA JOLLA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 920371002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $240,511,943 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SALK.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1960 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | BASIC RESEARCH IN THE FOLLOWING: MOLECULAR BIOLOGY & GENETICS, NEUROSCIENCE, AND PLANT BIOLOGY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 31 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 27 | VotingMembersIndependentCnt |
| Total Employee | 1190 | TotalEmployeeCnt |
| Total Volunteers | 27 | TotalVolunteersCnt |
| Total Gross UBI | $327,402 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $176,855,692 | PYContributionsGrantsAmt |
| CY Contributions Grants | $138,719,997 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $29,938,735 | PYInvestmentIncomeAmt |
| CY Investment Income | $18,520,658 | CYInvestmentIncomeAmt |
| PY Other Revenue | $4,453,690 | PYOtherRevenueAmt |
| CY Other Revenue | $5,093,785 | CYOtherRevenueAmt |
| PY Total Revenue | $211,248,117 | PYTotalRevenueAmt |
| CY Total Revenue | $162,334,440 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $85,285,453 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $88,780,643 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $6,008,673 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $63,065,534 | PYOtherExpensesAmt |
| CY Other Expenses | $72,611,028 | CYOtherExpensesAmt |
| PY Total Expenses | $148,350,987 | PYTotalExpensesAmt |
| CY Total Expenses | $161,391,671 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $62,897,130 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $942,769 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $802,933,823 | TotalAssetsBOYAmt |
| Total Assets EOY | $759,827,038 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $133,384,192 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $144,378,095 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $669,549,631 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $615,448,943 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | INVOLVED IN RESEARCH ACTIVITIES, THE OBJECTIVES OF WHICH ARE THE ADVANCEMENT AND DISSEMINATION OF KNOWLEDGE RELEVANT TO THE HEALTH AND WELLBEING OF MAN. THE OBJECTIVES ARE MET PRIMARILY THROUGH RESEARCH AND ADVANCED INSTRUCTION IN (A) BIOLOGY, (B) THE CAUSE, PREVENTION AND CURE OF DISEASES, AND (C) THE FACTORS AND CIRCUMSTANCES CONDUCIVE TO THE FULFILLMENT OF MAN'S BIOLOGICAL POTENTIAL. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $134,155,492 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | RESEARCHERS IDENTIFY NEURONS INVOLVED IN OVERDOSE DEATHS - IT'S LONG BEEN KNOWN THAT OPIOID OVERDOSE DEATHS ARE CAUSED BY DISRUPTED BREATHING, BUT THE ACTUAL MECHANISM BY WHICH THESE DRUGS SUPPRESS RESPIRATION WAS NOT UNDERSTOOD. NOW, A NEW STUDY BY SALK SCIENTISTS HAS IDENTIFIED A GROUP OF NEURONS IN THE BRAINSTEM THAT PLAYS A KEY ROLE IN THIS PROCESS. THE FINDINGS SHOW HOW TRIGGERING SPECIFIC RECEPTORS IN THESE NEURONS CAUSES OPIOID-INDUCED RESPIRATORY DEPRESSION, OR OIRD, THE DISRUPTED BREATHING THAT CAUSES OVERDOSE DEATHS. IT ALSO SHOWS HOW BLOCKING THESE RECEPTORS CAN CAUSE OIRD TO BE REVERSED. THE STUDY WAS PUBLISHED JUNE 8 IN THE JOURNAL PROCEEDINGS OF THE NATIONAL ACADEMY OF SCIENCES. [8/12/2021] BENEFITS OF TIME-RESTRICTED EATING DEPEND ON AGE AND SEX - TIME-RESTRICTED EATING (TRE), A DIETARY REGIMEN THAT RESTRICTS EATING TO SPECIFIC HOURS, HAS GARNERED INCREASED ATTENTION IN WEIGHT-LOSS CIRCLES. A NEW STUDY BY SALK SCIENTISTS FURTHER SHOWS THAT TRE CONFERS MULTIPLE HEALTH BENEFITS BESIDES WEIGHT LOSS. THE STUDY ALSO SHOWS THAT THESE BENEFITS MAY DEPEND ON SEX AND AGE. MOST TRE STUDIES FOCUS ON WEIGHT LOSS IN YOUNG MALE MICE, BUT SALK SCIENTISTS WANTED TO DETERMINE WHETHER TRE CONFERS ADDITIONAL BENEFITS ON OTHER POPULATIONS. THEIR FINDINGS SHOW THAT WHILE AGE AND SEX DO AFFECT THE OUTCOMES OF TRE, THE EATING STRATEGY DELIVERS MULTIPLE HEALTH BENEFITS FOR YOUNG AND OLD OF BOTH SEXES, AND INDICATES THAT TRE MAY BE A VALUABLE INTERVENTION FOR TYPE 2 DIABETES, FATTY LIVER DISEASE, AND LIVER CANCER, AND EVEN INFECTIOUS DISEASES SUCH AS COVID-19, IN HUMANS. THE WORK WAS PUBLISHED IN CELL REPORTS ON AUGUST 17. [8/17/2021] RESEARCH REVEALS HOW SUBTLE CHANGES IN A MICRORNA MAY LEAD TO ALS - WHEN PEOPLE THINK ABOUT THE CONNECTION BETWEEN GENES AND DISEASE, THEY OFTEN ENVISION SOMETHING THAT WORKS LIKE A LIGHT SWITCH: WHEN THE GENE IS NORMAL, THE PERSON CARRYING IT DOES NOT HAVE THE DISEASE. IF IT GETS MUTATED, A SWITCH IS FLIPPED, AND THEN THEY DO HAVE IT. BUT IT'S NOT ALWAYS THAT SIMPLE. DISEASE-RELATED GENES OFTEN HAVE DIFFERENT DEGREES TO WHICH THEY ARE TURNED ON OR OFF. IN THESE CASES, THERE IS A TIPPING POINT: WITH ONLY AN INCREMENTAL BIOLOGICAL CHANGE AROUND A CRITICAL THRESHOLD, A PERSON CAN GO FROM HAVING NO SYMPTOMS TO BEING VERY SICK. THE LATEST RESEARCH ON THIS TOPIC FROM THE SALK INSTITUTE HAS IMPLICATIONS FOR STUDYING AND TREATING THE UNDERLYING CAUSES OF AMYOTROPHIC LATERAL SCLEROSIS (ALS) AND OTHER NEUROLOGICAL AND PSYCHIATRIC DISORDERS. THE WORK, WHICH WAS PUBLISHED IN NEURON ON AUGUST 26, COULD ALSO BE APPLICABLE TO A WIDE RANGE OF DISEASES INVOLVING CHANGES IN GENE EXPRESSION LEVELS, LIKE CANCER. [8/26/2021] SALK TEAMS ADVANCE EFFORTS TO TREAT, PREVENT, AND CURE BRAIN DISORDERS, VIA NIH BRAIN ATLAS - IT TAKES BILLIONS OF CELLS TO MAKE A HUMAN BRAIN, AND SCIENTISTS HAVE LONG STRUGGLED TO MAP THIS COMPLEX NETWORK OF NEURONS. NOW, DOZENS OF RESEARCH TEAMS AROUND THE COUNTRY, LED IN PART BY SALK SCIENTISTS, HAVE MADE INROADS INTO CREATING AN ATLAS OF THE MOUSE BRAIN AS A FIRST STEP TOWARD A HUMAN BRAIN ATLAS. THE RESEARCHERS, COLLABORATING AS PART OF THE NATIONAL INSTITUTE OF HEALTH'S BRAIN INITIATIVE CELL CENSUS NETWORK (BICCN), REPORT THE NEW DATA ON OCTOBER 6 IN A SPECIAL ISSUE OF THE JOURNAL NATURE. THE RESULTS DESCRIBE HOW DIFFERENT CELL TYPES ARE ORGANIZED AND CONNECTED THROUGHOUT THE MOUSE BRAIN. [10/6/2021] SALK SCIENTISTS REVEAL MOST COMMONLY MUTATED GENE IN ALL CANCERS - FOR THE PAST FIFTEEN YEARS, CANCER RESEARCHERS HAVE BEEN USING DNA SEQUENCING TECHNOLOGY TO IDENTIFY THE GENE MUTATIONS THAT CAUSE DIFFERENT FORMS OF CANCER. NOW, SALK ASSISTANT PROFESSOR EDWARD STITES AND HIS TEAM OF COMPUTATIONAL SCIENTISTS HAVE COMBINED GENE MUTATION INFORMATION WITH CANCER PREVALENCE DATA TO REVEAL THE GENETIC BASIS OF CANCER IN THE ENTIRE POPULATION OF CANCER PATIENTS IN THE UNITED STATES. THE STUDY REVEALS HOW COMMONLY EACH GENE IN THE GENOME IS MUTATED WITHIN THE CANCER PATIENT POPULATION. THE FINDINGS, PUBLISHED IN NATURE COMMUNICATIONS ON OCTOBER 13, COULD HELP GUIDE GENETIC RESEARCH TO DEVELOP MORE EFFECTIVE TREATMENTS THAN PRESENTLY AVAILABLE. [10/13/2021] HOW THE BRAIN IGNORES DISTRACTING INFORMATION TO COORDINATE MOVEMENTS - SALK RESEARCHERS DISCOVERED HOW NEURONS IN A SMALL AREA OF THE MAMMALIAN BRAIN HELP FILTER DISTRACTING OR DISRUPTIVE SIGNALS-SPECIFICALLY FROM THE HANDS-TO COORDINATE DEXTEROUS MOVEMENTS. THEIR RESULTS, PUBLISHED IN THE JOURNAL SCIENCE ON OCTOBER 14, 2021, MAY HOLD LESSONS IN HOW THE BRAIN FILTERS OTHER SENSORY INFORMATION AS WELL. [10/14/2021] CALL-AND-RESPONSE CIRCUIT TELLS NEURONS WHEN TO GROW SYNAPSES - BRAIN CELLS CALLED ASTROCYTES PLAY A KEY ROLE IN HELPING NEURONS DEVELOP AND FUNCTION PROPERLY, BUT THERE'S STILL A LOT SCIENTISTS DON'T UNDERSTAND ABOUT HOW ASTROCYTES PERFORM THESE IMPORTANT JOBS. NOW, A TEAM OF SCIENTISTS LED BY ASSOCIATE PROFESSOR NICOLA ALLEN HAS FOUND ONE WAY THAT NEURONS AND ASTROCYTES WORK TOGETHER TO FORM HEALTHY CONNECTIONS CALLED SYNAPSES. THIS INSIGHT INTO NORMAL ASTROCYTE FUNCTION COULD HELP SCIENTISTS BETTER UNDERSTAND DISORDERS LINKED TO PROBLEMS WITH NEURONAL DEVELOPMENT, INCLUDING AUTISM SPECTRUM DISORDERS. THE STUDY WAS PUBLISHED SEPTEMBER 8, 2021, IN THE JOURNAL ELIFE. [10/25/2021] LONG-LIVED PROTEINS IN MITOCHONDRIA OF THE BRAIN STABILIZE PROTEIN COMPLEXES - MITOCHONDRIA ARE KNOWN AS THE POWERHOUSES OF THE CELL, GENERATING THE ENERGY THAT'S NEEDED TO FUEL THE FUNCTIONS THAT OUR CELLS CARRY OUT. NOW, SCIENTISTS AT THE SALK INSTITUTE AND UC SAN DIEGO HAVE TAKEN A CLOSER LOOK AT HOW MITOCHONDRIA ARE MAINTAINED IN NONDIVIDING CELLS, SUCH AS NEURONS, WITH THE ULTIMATE GOAL OF DEVELOPING A BETTER UNDERSTANDING OF HOW TO PREVENT OR TREAT AGE-RELATED DISEASES. THE RESEARCHERS FOUND THAT MANY OF THE PROTEINS IN MITOCHONDRIA LAST MUCH LONGER THAN EXPECTED, AND THAT THIS STABILITY LIKELY PROTECTS THEM FROM DAMAGE. THE FINDINGS WERE PUBLISHED OCTOBER 28, 2021, IN DEVELOPMENTAL CELL. [10/28/2021] UNCOVERING HOW INJURY TO THE PANCREAS IMPACTS CANCER FORMATION - SCIENTISTS AT THE SALK INSTITUTE AND VANDERBILT UNIVERSITY SCHOOL OF MEDICINE BASIC SCIENCES HAVE FOUND THAT CELLS IN THE PANCREAS FORM NEW CELL TYPES TO MITIGATE INJURY, BUT ARE THEN SUSCEPTIBLE TO CANCEROUS MUTATIONS. THE RESEARCH, LED BY SALK PROFESSOR GEOFFREY WAHL AND VANDERBILT ASSISTANT PROFESSOR KATHY DELGIORNO, FORMER STAFF SCIENTIST IN THE WAHL LAB, WAS PUBLISHED ON OCTOBER 22, 2021 IN THE JOURNAL GASTROENTEROLOGY. [10/29/2021] SECRETS OF QUILLWORT PHOTOSYNTHESIS COULD BOOST CROP EFFICIENCY - THE HUMBLE QUILLWORTS ARE AN ANCIENT GROUP OF ABOUT 250 SMALL, AQUATIC PLANTS THAT HAVE LARGELY BEEN IGNORED BY MODERN BOTANISTS. NOW, SALK SCIENTISTS, ALONG WITH RESEARCHERS FROM THE BOYCE THOMPSON INSTITUTE, HAVE SEQUENCED THE FIRST QUILLWORT GENOME AND UNCOVERED SOME SECRETS OF THE PLANT'S UNIQUE METHOD OF PHOTOSYNTHESIS-SECRETS THAT COULD EVENTUALLY LEAD TO THE ENGINEERING OF CROPS WITH MORE EFFICIENT WATER USE AND CARBON CAPTURE TO ADDRESS CLIMATE CHANGE. THE FINDINGS WERE PUBLISHED ON NOVEMBER 3, 2021 IN NATURE COMMUNICATIONS. [11/3/2021] STUDY SHINES A LIGHT INTO "BLACK HOLES" IN THE ARABIDOPSIS GENOME - SALK SCIENTISTS, COLLABORATING WITH RESEARCHERS FROM THE UNIVERSITY OF CAMBRIDGE AND JOHNS HOPKINS UNIVERSITY, HAVE SEQUENCED THE GENOME OF THE WORLD'S MOST WIDELY USED MODEL PLANT SPECIES, ARABIDOPSIS THALIANA, AT A LEVEL OF DETAIL NEVER PREVIOUSLY ACHIEVED. THE STUDY, PUBLISHED IN SCIENCE ON NOVEMBER 12, 2021, REVEALS THE SECRETS OF ARABIDOPSIS CHROMOSOME REGIONS CALLED CENTROMERES. THE FINDINGS SHED LIGHT ON CENTROMERE EVOLUTION AND PROVIDES INSIGHTS INTO THE GENOMIC EQUIVALENT OF BLACK HOLES. [11/11/2021] READING THE MIND OF A WORM - IT SOUNDS LIKE A PARTY TRICK: SCIENTISTS CAN NOW LOOK AT THE BRAIN ACTIVITY OF A TINY WORM AND TELL YOU WHICH CHEMICAL THE ANIMAL SMELLED A FEW SECONDS BEFORE. BUT THE FINDINGS OF A NEW STUDY, LED BY SALK ASSOCIATE PROFESSOR SREEKANTH CHALASANI, ARE MORE THAN JUST A NOVELTY; THEY HELP THE SCIENTISTS BETTER UNDERSTAND HOW THE BRAIN FUNCTIONS AND INTEGRATES INFORMATION. THE WORK WAS PUBLISHED ON NOVEMBER 9, 2021, IN THE JOURNAL PLOS COMPUTATIONAL BIOLOGY. [11/19/2021] WHICH SIDE IS WHICH?: HOW THE BRAIN PERCEIVES BORDERS - SALK RESEARCHERS HAVE MADE HEADWAY INTO UNDERSTANDING HOW THE BRAIN DECIDES WHICH SIDE OF A VISUAL BORDER IS A FOREGROUND OBJECT AND WHICH IS BACKGROUND. THE RESEARCH, PUBLISHED ON NOVEMBER 30, 2021, IN THE JOURNAL ELIFE, SHEDS LIGHT ON HOW AREAS OF THE BRAIN COMMUNICATE TO INTERPRET SENSORY INFORMATION AND BUILD A PICTURE OF THE WORLD AROUND US. [11/30/2021] IMPROVING DRUG OPTIONS FOR COLORECTAL CANCER PATIENTS - PATIENTS WITH COLORECTAL CANCER WERE AMONG THE FIRST TO RECEIVE TARGETED THERAPIES. THESE DRUGS AIM TO BLOCK THE CANCER-CAUSING PROTEINS THAT TRIGGER OUT-OF-CONTROL CELL GROWTH WHILE SPARING HEALTHY TISSUES. BUT SOME PATIENTS ARE NOT ELIGIBLE FOR THESE TREATMENTS BECAUSE THEY HAVE CANCER-PROMOTING MUTATIONS THAT ARE BELIEVED TO CAUSE RESISTA | Desc |
| Total Program Service Expenses | $134,155,492 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| 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 | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | 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 | Yes (true) | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | 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 | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 155 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 1190 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| 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 | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 31 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 27 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | 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 | false | 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 | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | 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 | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | 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 | 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 | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | 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 | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KIMBERLY CASTILLO | PersonNm |
| Phone | 8584534100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10010 N TORREY PINES ROAD | AddressLine1Txt |
| City | LA JOLLA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 920371002 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (42 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 |
|---|---|---|---|---|---|---|---|---|
| FRED GAGE PHD | ||||||||
| PRESIDENT/PROFESSOR | 50.0 | 0.0 | Yes (X) | Yes (X) | $847,276 | $0 | $48,108 | |
| KIM E WITMER | ||||||||
| TREASURER/SVP FINANCE & ADMN | 50.0 | 0.0 | Yes (X) | $456,708 | $0 | $49,409 | ||
| MARTIN HETZER PHD | ||||||||
| CSO/PROFESSOR | 50.0 | 0.0 | $447,650 | $0 | $55,690 | Yes (X) | ||
| REBECCA NEWMAN | ||||||||
| VP, EXTERNAL RELATIONS | 50.0 | 0.0 | $434,499 | $0 | $36,903 | Yes (X) | ||
| RONALD EVANS PHD | ||||||||
| PROFESSOR | 50.0 | 0.0 | $412,753 | $0 | $30,596 | Yes (X) | ||
| REUBEN SHAW PHD | ||||||||
| PROFESSOR | 50.0 | 0.0 | $393,434 | $0 | $48,799 | Yes (X) | ||
| JULIA A MILLER JD | ||||||||
| SECRETARY/GENERAL COUNSEL | 50.0 | 0.0 | Yes (X) | $376,663 | $0 | $55,958 | ||
| ANTHONY HUNTER PHD | ||||||||
| PROFESSOR | 50.0 | 0.0 | $357,527 | $0 | $49,300 | Yes (X) | ||
| GERALD SHADEL PHD | ||||||||
| TRUSTEE/PROFESSOR | 50.0 | 0.0 | Yes (X) | $326,692 | $0 | $36,241 | ||
| KIMBERLY CASTILLO | ||||||||
| CHIEF FINANCIAL OFFICER | 50.0 | 0.0 | Yes (X) | $301,732 | $0 | $48,375 | ||
| MARTYN GOULDING PHD | ||||||||
| TRUSTEE/PROFESSOR | 50.0 | 0.0 | Yes (X) | $264,732 | $0 | $52,816 | ||
| TATYANA SHARPEE PHD | ||||||||
| TRUSTEE/PROFESSOR | 50.0 | 0.0 | Yes (X) | $240,748 | $0 | $41,645 | ||
| IRWIN M JACOBS SM SCD | ||||||||
| CHAIR EMERITUS | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| DANIEL C LEWIS | ||||||||
| TRUSTEE/CHAIR (OUTGOING NOV21) | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD A HEYMAN PHD | ||||||||
| VICE CHAIR | 2.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MARNA C WHITTINGTON PHD | ||||||||
| VICE CHR/CHAIR(INCOMING NOV21) | 2.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DONALD L COHN | ||||||||
| TRUSTEE | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| DAVID DOLBY | ||||||||
| TRUSTEE | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| FREDERICK J DOTZLER | ||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| JAY FLATLEY | ||||||||
| TRUSTEE | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| ALAN D GOLD | ||||||||
| TRUSTEE | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| EDWIN K HUNTER | ||||||||
| TRUSTEE | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| LARRY E JENNINGS JR | ||||||||
| TRUSTEE | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| SANJAY K JHA PHD | ||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| ELIZABETH KEADLE | ||||||||
| TRUSTEE (OUTGOING MAR 2022) | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MARK KNICKREHM | ||||||||
| TRUSTEE | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| BENJAMIN H LEWIS | ||||||||
| TRUSTEE | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| CORINNE MENTZELOPOULOS | ||||||||
| TRUSTEE | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| HOWARD H NEWMAN PHD | ||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| FREDERIK PAULSEN PHD | ||||||||
| TRUSTEE | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| ERNEST S RADY | ||||||||
| TRUSTEE (OUTGOING AUG 2021) | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MARKUS REINHARD | ||||||||
| TRUSTEE | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| TERRY ROSEN PHD | ||||||||
| TRUSTEE | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| ERIC SAGERMAN | ||||||||
| TRUSTEE | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MARY JANE SALK | ||||||||
| TRUSTEE | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| BENJAMIN S SCHAPIRO | ||||||||
| TRUSTEE (OUTGOING NOV 2021) | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| TIMOTHY M SCHOEN | ||||||||
| TRUSTEE | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| HAEYOUNG KONG TANG PHD | ||||||||
| TRUSTEE | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| DANIEL TIERNEY | ||||||||
| TRUSTEE | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| IRVING WEISSMAN MD | ||||||||
| TRUSTEE | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| DENNIS DRIVER | ||||||||
| TRUSTEE | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| LYN HUTTON | ||||||||
| TRUSTEE | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,860,414 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $553,840 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 143 | 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 |
|---|---|---|---|---|---|
| EAST END ADVISORS LLC | |||||
| 610 FIFTH AVENUE SUITE 506 | NEW YORK | NY | 10020 | INVESTMENT ADVISOR | $2,678,755 |
| UNIVERSITY OF CALIFORNIA SAN DIEGO | |||||
| 9500 GILMAN DRIVE | LA JOLLA | CA | 92093 | TRNG PROGRAM/SUBCONT | $1,600,560 |
| AO REED CO | |||||
| 4777 RUFFIN STREET | SAN DIEGO | CA | 92111 | CONSTRUCTION SERVICE | $1,194,367 |
| BACK'S CONSTRUCTION INC | |||||
| 1602 FRONT STREET | SAN DIEGO | CO | 92101 | CONSTRUCTION SVC | $503,861 |
| TK ELEVATOR CORP | |||||
| 3100 INTERSTATE NORTH CIR SE STE 50 | ATLANTA | GA | 303392227 | ELEVATOR SERVICE | $372,014 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 15 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $1,552,682 | FundraisingAmt |
| Government Grants | $81,157,399 | GovernmentGrantsAmt |
| All Other Contributions | $56,009,916 | AllOtherContributionsAmt |
| Noncash Contributions | $1,790,218 | NoncashContributionsAmt |
| Total Contributions | $138,719,997 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,951,043 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $92,177 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,858,866 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,670,022 | TotalRevenueColumnAmt |
| Exclusion | $5,670,022 | ExclusionAmt |
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 |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $91,843,974 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $77,274,359 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $14,569,615 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,569,615 | TotalRevenueColumnAmt |
| Exclusion | $14,569,615 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $86,825 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,552,682 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $903,144 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$816,319 | TotalRevenueColumnAmt |
| Exclusion | -$816,319 | 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 |
| 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 |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| OIL ROYALTIES | 900099 | $2,851 | $2,851 | |
| FACILITY LICENSE FEE | 900099 | $235,225 | $235,225 | |
| REVENUE SHARE-HOST VEHICLE CHARGING STATION | 900099 | $2,006 | $2,006 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $240,082 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $162,334,440 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $327,402 | UnrelatedBusinessRevenueAmt |
| Exclusion | $23,287,041 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | 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 | $3,101,603 | TotalAmt |
| Program Services | $1,334,447 | ProgramServicesAmt |
| Management And General | $1,675,650 | ManagementAndGeneralAmt |
| Fundraising | $91,506 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,630,899 | TotalAmt |
| Program Services | $56,492,445 | ProgramServicesAmt |
| Management And General | $6,461,734 | ManagementAndGeneralAmt |
| Fundraising | $3,676,720 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,683,105 | TotalAmt |
| Program Services | $3,782,140 | ProgramServicesAmt |
| Management And General | $645,153 | ManagementAndGeneralAmt |
| Fundraising | $255,812 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,566,824 | TotalAmt |
| Program Services | $7,727,378 | ProgramServicesAmt |
| Management And General | $1,318,127 | ManagementAndGeneralAmt |
| Fundraising | $521,319 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,798,212 | TotalAmt |
| Program Services | $3,875,103 | ProgramServicesAmt |
| Management And General | $661,010 | ManagementAndGeneralAmt |
| Fundraising | $262,099 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $867,098 | TotalAmt |
| Program Services | $70,000 | ProgramServicesAmt |
| Management And General | $797,098 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $271,966 | TotalAmt |
| Program Services | $36,590 | ProgramServicesAmt |
| Management And General | $235,376 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $253,623 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $253,623 | 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 | $2,981,054 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $2,981,054 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,674,735 | TotalAmt |
| Program Services | $14,178,496 | ProgramServicesAmt |
| Management And General | $1,243,035 | ManagementAndGeneralAmt |
| Fundraising | $253,204 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,726 | TotalAmt |
| Program Services | $6,515 | ProgramServicesAmt |
| Management And General | $6,323 | ManagementAndGeneralAmt |
| Fundraising | $10,888 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $979,057 | TotalAmt |
| Program Services | $230,333 | ProgramServicesAmt |
| Management And General | $392,710 | ManagementAndGeneralAmt |
| Fundraising | $356,014 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,241,960 | TotalAmt |
| Program Services | $2,331,790 | ProgramServicesAmt |
| Management And General | $658,743 | ManagementAndGeneralAmt |
| Fundraising | $251,427 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,876,378 | TotalAmt |
| Program Services | $6,725,849 | ProgramServicesAmt |
| Management And General | $2,047,552 | ManagementAndGeneralAmt |
| Fundraising | $102,977 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $508,979 | TotalAmt |
| Program Services | $434,584 | ProgramServicesAmt |
| Management And General | $34,011 | ManagementAndGeneralAmt |
| Fundraising | $40,384 | 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 | $734,054 | TotalAmt |
| Program Services | $490,113 | ProgramServicesAmt |
| Management And General | $177,858 | ManagementAndGeneralAmt |
| Fundraising | $66,083 | 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 | $11,791,799 | TotalAmt |
| Program Services | $10,852,859 | ProgramServicesAmt |
| Management And General | $864,119 | ManagementAndGeneralAmt |
| Fundraising | $74,821 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $440,450 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $440,450 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| SCIENTIFIC SUBCONTRACTS | $6,425,445 | $6,425,445 | $0 | $0 |
| RESEARCH SUPPLIES | $18,537,279 | $18,537,279 | $0 | $0 |
| REPAIRS & PARTS | $405,189 | $400,218 | $3,932 | $1,039 |
| UBI TAXES | $49,607 | $0 | $49,607 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $548,629 | TotalAmt |
| Program Services | $223,908 | ProgramServicesAmt |
| Management And General | $280,341 | ManagementAndGeneralAmt |
| Fundraising | $44,380 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $161,391,671 | TotalAmt |
| Program Services | $134,155,492 | ProgramServicesAmt |
| Management And General | $21,227,506 | ManagementAndGeneralAmt |
| Fundraising | $6,008,673 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,038,904 | BOYAmt |
| EOY | $11,250,882 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,528,314 | BOYAmt |
| EOY | $22,475,096 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,565,314 | BOYAmt |
| EOY | $26,741,877 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $963,806 | BOYAmt |
| EOY | $718,748 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $850,833 | BOYAmt |
| EOY | $1,160,629 | 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 | $1,869,935 | BOYAmt |
| EOY | $2,325,002 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,583 | BOYAmt |
| EOY | $15,836 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,817,576 | BOYAmt |
| EOY | $2,279,897 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $282,885,562 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $209,660,672 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,179,913 | BOYAmt |
| EOY | $73,224,890 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $111,115,690 | BOYAmt |
| EOY | $80,825,357 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $541,572,528 | BOYAmt |
| EOY | $529,022,668 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
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 | $11,422,427 | BOYAmt |
| EOY | $9,786,156 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $802,933,823 | BOYAmt |
| EOY | $759,827,038 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,264,368 | BOYAmt |
| EOY | $42,759,193 | 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 | $22,799,382 | BOYAmt |
| EOY | $29,265,728 | 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 | $64,113,436 | BOYAmt |
| EOY | $67,387,318 | 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 | $6,207,006 | BOYAmt |
| EOY | $4,965,856 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $133,384,192 | BOYAmt |
| EOY | $144,378,095 | 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 | $135,379,420 | BOYAmt |
| EOY | $113,937,864 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $534,170,211 | BOYAmt |
| EOY | $501,511,079 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $669,549,631 | BOYAmt |
| EOY | $615,448,943 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $802,933,823 | BOYAmt |
| EOY | $759,827,038 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $942,769 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$55,451,244 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $407,787 | 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $118,871,121 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $166,753,206 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $160,545,802 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $176,855,692 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $138,798,417 | CurrentTaxYearAmt |
| Total | $761,824,238 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $118,871,121 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $166,753,206 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $160,545,802 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $176,855,692 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $138,798,417 | CurrentTaxYearAmt |
| Total | $761,824,238 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $17,813,835 | SubstantialContributorsTotAmt |
| Public Support Total170 | $744,010,403 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $608,347 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,160,349 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,322,033 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,807,160 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,621,065 | CurrentTaxYearAmt |
| Total | $26,518,954 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $22,341 | CurrentTaxYearMinus4YearsAmt |
| Total | $22,341 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,647 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,125 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,315 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,945 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,857 | CurrentTaxYearAmt |
| Total | $23,889 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $788,389,422 | TotalSupportAmt |
| Public Support CY170 | 0.94371 | PublicSupportCY170Pct |
| Public Support PY170 | 0.93690 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | OTHER INCOME | FormAndLineReferenceDesc |
| Explanation | SCHEDULE A, PART II, LINE 10 Description: OIL ROYALTIES 2017: 1,652 2018: 1,545 2019: 1,093 2020: 944 2021: 2,851 Description: REVENUE SHARING-HOST VEHICLE CHARGING STATION 2017: 4,688 2018: 1,278 2019: 1,227 2020: 951 2021: 2,006 Description: NET GIFT SHOP SALES 2017: 2,307 2018: 2,302 2019: 994 2020: 0 2021: 0 | ExplanationTxt |
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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | false | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | false | DirectContactLegislatorsInd |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Other Activities | $3,060 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $3,060 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | OTHER ACTIVITIES | FormAndLineReferenceDesc |
| Explanation | PART II-B, LINE 1 PAID MEMBERSHIP DUES TO RESEARCH AND BIOMEDICAL ORGANIZATIONS, A PORTION OF WHICH ARE CONSIDERED LOBBYING. ASSOCIATION OF INDEPENDENT RESEARCH INSTITUTES - $1,500, NATIONAL ASSOCIATION FOR BIOMEDICAL RESEARCH - $1,200, BIOCOM - $360. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $375,050,161 | BeginningYearBalanceAmt |
| Contributions | $1,603,261 | ContributionsAmt |
| Investment Earnings Or Losses | -$15,394,543 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $16,047,119 | OtherExpendituresAmt |
| End Year Balance | $345,211,760 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $299,166,085 | BeginningYearBalanceAmt |
| Contributions | $14,926,831 | ContributionsAmt |
| Investment Earnings Or Losses | $74,973,285 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $14,016,040 | OtherExpendituresAmt |
| End Year Balance | $375,050,161 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $286,834,762 | BeginningYearBalanceAmt |
| Contributions | $6,580,341 | ContributionsAmt |
| Investment Earnings Or Losses | $17,530,495 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $11,779,513 | OtherExpendituresAmt |
| End Year Balance | $299,166,085 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $240,056,992 | BeginningYearBalanceAmt |
| Contributions | $42,422,494 | ContributionsAmt |
| Investment Earnings Or Losses | $14,937,417 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $10,582,141 | OtherExpendituresAmt |
| End Year Balance | $286,834,762 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $228,968,520 | BeginningYearBalanceAmt |
| Contributions | $4,591,674 | ContributionsAmt |
| Investment Earnings Or Losses | $15,038,371 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $8,541,573 | OtherExpendituresAmt |
| End Year Balance | $240,056,992 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.01910 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.98090 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | 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 | $1,153,390 | OtherCostOrOtherBasisAmt |
| Book Value | $1,153,930 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $64,209,980 | OtherCostOrOtherBasisAmt |
| Depreciation | $52,998,019 | DepreciationAmt |
| Book Value | $11,211,961 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $102,505,208 | OtherCostOrOtherBasisAmt |
| Depreciation | $71,395,780 | DepreciationAmt |
| Book Value | $31,109,428 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $113,664,364 | OtherCostOrOtherBasisAmt |
| Depreciation | $83,942,770 | DepreciationAmt |
| Book Value | $29,721,594 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,352,080 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,324,103 | DepreciationAmt |
| Book Value | $27,977 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $73,224,890 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| ALTERNATIVE INVESTMENTS | $500,064,206 | F |
| STOCKS NOT-PUBLICLY TRADED <5% | $3,011 | C |
| LIMITED PARTNERSHIP INTEREST | $28,955,451 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $529,022,668 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $5,143 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED RETIREE MEDICAL OBLIG | Desc |
| Amt | $4,960,713 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4,965,856 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $167,240,258 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$55,451,243 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $62,270,830 | OtherRevenueAmt |
| Revenue Not Reported | $6,819,587 | RevenueNotReportedAmt |
| Revenue Subtotal | $160,420,671 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $2,816,912 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$903,143 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,913,769 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $162,334,440 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $159,477,902 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $903,144 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $903,144 | ExpensesNotReportedAmt |
| Expenses Subtotal | $158,574,758 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $2,816,912 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $1 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $2,816,913 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $161,391,671 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| ENDOWMENT FUNDS USES | PART V, LINE 4 ENDOWMENT INCOME INTENDED TO BE USED FOR AND TO SUPPORT RESEARCH, OPERATIONS, AND LECTURESHIP EXPENSES. |
| RECONCILIATION OF REVENUE PER AUDITED FS WITH REVENUE PER RETURN | PART XI, LINE 2D INVESTMENT RETURN IN EXCESS OF AMOUNT DESIGNATED FOR CURRENT OPERATIONS UNDER SPENDING POLICY $63,110,061, AND CHANGE IN VALUE OF DEFERRED GIFTS ($839,231). PART XI, LINE 4B FUNDRAISING EVENTS EXPENSES $903,144 AND ROUNDING ($1). |
| Reconciliation of Expenses per Audited Financial Stmts w Expenses per Rtn | PART XII, LINE 2D FUNDRAISING EVENTS EXPENSE $903,144 PART XII, LINE 4B ROUNDING $1. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (12 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|
| Europe (Including Iceland and Greenland) | Program Services | ATTENDED CONFERENCE | $86,832 |
| North America | Program Services | ATTENDED CONFERENCE | $11,857 |
| Central America and the Caribbean | Program Services | ATTENDED CONFERENCE | $2,036 |
| East Asia and the Pacific | Program Services | ATTENDED CONFERENCE | $3,288 |
| Middle East and North Africa | Program Services | ATTENDED CONFERENCE | $11,016 |
| South America | Program Services | ATTENDED CONFERENCE | $6,900 |
| North America | Program Services | SCIENTIFIC SUBCONTRACT | $176,220 |
| Middle East and North Africa | Program Services | SCIENTIFIC SUBCONTRACT | $33,721 |
| Central America and the Caribbean | Investments | $224,899,866 | |
| Europe (Including Iceland and Greenland) | Investments | $32,818,832 | |
| Sub-Saharan Africa | Investments | $13,261,751 | |
| North America | Investments | $1,344,799 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $272,657,118 | SubtotalSpentAmt |
| Total Spent | $272,657,118 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| NO. OF EMPLOYEES IN THE REGION | PART I, LINE 3, COLUMN (C) SCIENTISTS TRAVEL TO FOREIGN COUNTRIES TO ATTEND CONFERENCES. WE DO NOT DEEM THESE ACTIVITIES TO CONSTITUTE WORKING IN THE REGION. |
| ACCOUNTING METHOD | PART I, LINE 3, COLUMN (F) ACCRUAL METHOD |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | CONCERT | Event1Nm |
| Gross Receipts Event1 | $1,593,266 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $1,508,846 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $84,420 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $0 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $0 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $0 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $79,550 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $400,960 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $385,234 | OtherDirectExpensesEvent1Amt |
| Event2 | LECTURE/MUSIC | Event2Nm |
| Gross Receipts Event2 | $46,241 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $43,836 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $2,405 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $0 | CashPrizesEvent2Amt |
| Non Cash Prizes Event2 | $0 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $0 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $0 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $37,400 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $0 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 0 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $0 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $0 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $0 | GrossRevenueOtherEventsAmt |
| Cash Prizes Other Events | $0 | CashPrizesOtherEventsAmt |
| Non Cash Prizes Other Events | $0 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $0 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $0 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $0 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $0 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $1,639,507 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,552,682 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $86,825 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $0 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $0 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $0 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $79,550 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $438,360 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $385,234 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $903,144 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$816,319 | NetIncomeSummaryAmt |
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 (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | 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 (12 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| FRED GAGE PHD | ||||||||||||||
| PRESIDENT/PROFESSOR | $830,661 | $0 | $0 | $0 | $16,615 | $0 | $34,800 | $0 | $13,308 | $0 | $895,384 | $0 | $0 | $0 |
| KIM E WITMER | ||||||||||||||
| TREASURER/SVP FINANCE & ADMN | $438,800 | $0 | $0 | $0 | $17,908 | $0 | $34,800 | $0 | $14,609 | $0 | $506,117 | $0 | $0 | $0 |
| MARTIN HETZER PHD | ||||||||||||||
| CSO/PROFESSOR | $405,506 | $0 | $0 | $0 | $42,144 | $0 | $34,800 | $0 | $20,890 | $0 | $503,340 | $0 | $0 | $0 |
| REBECCA NEWMAN | ||||||||||||||
| VP, EXTERNAL RELATIONS | $419,852 | $0 | $0 | $0 | $14,647 | $0 | $34,800 | $0 | $2,103 | $0 | $471,402 | $0 | $0 | $0 |
| REUBEN SHAW PHD | ||||||||||||||
| PROFESSOR | $240,929 | $0 | $0 | $0 | $152,505 | $0 | $34,800 | $0 | $13,999 | $0 | $442,233 | $0 | $0 | $0 |
| ANTHONY HUNTER PHD | ||||||||||||||
| PROFESSOR | $350,698 | $0 | $0 | $0 | $6,829 | $0 | $29,000 | $0 | $20,300 | $0 | $406,827 | $0 | $0 | $0 |
| JULIA A MILLER JD | ||||||||||||||
| SECRETARY/GENERAL COUNSEL | $353,736 | $0 | $0 | $0 | $22,927 | $0 | $34,800 | $0 | $21,158 | $0 | $432,621 | $0 | $0 | $0 |
| GERALD SHADEL PHD | ||||||||||||||
| TRUSTEE/PROFESSOR | $265,933 | $0 | $0 | $0 | $60,759 | $0 | $34,612 | $0 | $1,629 | $0 | $362,933 | $0 | $0 | $0 |
| KIMBERLY CASTILLO | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $291,579 | $0 | $0 | $0 | $10,153 | $0 | $34,800 | $0 | $13,575 | $0 | $350,107 | $0 | $0 | $0 |
| MARTYN GOULDING PHD | ||||||||||||||
| TRUSTEE/PROFESSOR | $234,390 | $0 | $0 | $0 | $30,342 | $0 | $32,883 | $0 | $19,933 | $0 | $317,548 | $0 | $0 | $0 |
| RONALD EVANS PHD | ||||||||||||||
| PROFESSOR | $368,604 | $0 | $0 | $0 | $44,149 | $0 | $0 | $0 | $0 | $0 | $412,753 | $0 | $0 | $0 |
| TATYANA SHARPEE PHD | ||||||||||||||
| TRUSTEE/PROFESSOR | $213,896 | $0 | $0 | $0 | $26,852 | $0 | $0 | $0 | $0 | $0 | $240,748 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | QUESTIONS REGARDING COMPENSATION | FormAndLineReferenceDesc |
| Explanation | PART I, LINE 1A FIRST-CLASS OR CHARTER TRAVEL: RONALD EVANS, PROFESSOR - $8,164, REBECCA NEWMAN, VP-EXTERNAL RELATIONS - $8,163, FRED GAGE, PRESIDENT/PROFESSOR - $955; KIM WITMER, SVP-FINANCE & ADMINISTRATION - $522. NOT TAXABLE - ACCOUNTABLE PLAN. | ExplanationTxt |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (4 entries)
| Relationship With OrgRelationshipWithOrgTxt | Loan PurposeLoanPurposeTxt | Loan From OrganizationLoanFromOrganizationInd | Original PrincipalOriginalPrincipalAmt | Balance DueBalanceDueAmt | DefaultDefaultInd | Board Or Committee ApprovalBoardOrCommitteeApprovalInd | Written AgreementWrittenAgreementInd |
|---|---|---|---|---|---|---|---|
| MARTIN HETZER | |||||||
| PROFESSOR | HOME LOAN | Yes (X) | $400,000 | $400,000 | false | Yes (true) | Yes (true) |
| REUBEN SHAW | |||||||
| PROFESSOR | HOME LOAN | Yes (X) | $700,000 | $400,629 | false | Yes (true) | Yes (true) |
| GERALD SHADEL | |||||||
| PROFESSOR | HOME LOAN | Yes (X) | $300,000 | $180,000 | false | Yes (true) | Yes (true) |
| SUSAN KAECH | |||||||
| PROFESSOR | HOME LOAN | Yes (X) | $300,000 | $180,000 | false | Yes (true) | Yes (true) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $1,160,629 | TotalBalanceDueAmt |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 36 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,790,218 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp | |
| 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 | NUMBER OF CONTRIBUTIONS | FormAndLineReferenceDesc |
| Explanation | PART I, COLUMN B THE AMOUNT REPORTED IN THIS COLUMN REPRESENTS THE NUMBER OF CONTRIBUTIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| GOVERNING BODY AND MANAGEMENT | FORM 990, PART VI, SECTION A, LINES 1A, 6, 7A, 7B LINE 1A: THE EXECUTIVE COMMITTEE SHALL ADVISE AND AID THE OFFICERS OF THE CORPORATION IN ALL MATTERS CONCERNING ITS INTERESTS, INCLUDING WITHOUT LIMITATION ALL MATTERS RELATING TO COMPENSATION AND BENEFITS, AND SHALL POSSESS AND MAY EXERCISE, DURING THE INTERVALS BETWEEN THE MEETINGS OF THE BOARD OF TRUSTEES, ALL THE POWERS AND AUTHORITY OF THE BOARD OF TRUSTEES IN THE MANAGEMENT OF THE BUSINESS AND AFFAIRS OF THE CORPORATION, INCLUDING THE POWER TO AUTHORIZE THE CORPORATE SEAL TO BE AFFIXED TO ANY AND ALL DOCUMENTS WHICH MAY REQUIRE THE SAME TO BE AFFIXED THERETO, INSOFAR AS SUCH SEEMS TO THE EXECUTIVE COMMITTEE FOR THE BEST INTERESTS OF THE CORPORATION, IN ALL CASES IN WHICH SPECIFIC DIRECTIONS SHALL NOT HAVE BEEN GIVEN BY THE BOARD OF TRUSTEES, EXCEPT THAT THE EXECUTIVE COMMITTEE SHALL HAVE NO POWER TO ADOPT, AMEND, OR REPEAL THE BY-LAWS. LINE 6: MEMBERSHIP OF THE CORPORATION CONSISTS OF THE PERSONS ELECTED TO THE BOARD OF TRUSTEES AND THREE MEMBERS FROM AMONG THE RESIDENT AND NON-RESIDENT FELLOWS AND PROFESSORS CHOSEN AND ELECTED ANNUALLY BY THE RESIDENT AND NON-RESIDENT FELLOWS AND PROFESSORS. LINE 7A: THE MEMBERS OF THE CORPORATION ELECT THE TRUSTEES. LINE 7B: THE MEMBERS OF THE CORPORATION MAY ALTER, AMEND, OR REPEAL THE BY-LAWS BY VOTE. |
| POLICIES | FORM 990, PART VI, SECTION B, LINES 11B, 12C, 15A/B LINE 11B: THE FORM 990 IS PREPARED BY THE INSTITUTE, INTERNALLY REVIEWED BY THE CHIEF FINANCIAL OFFICER AND EXTERNALLY REVIEWED BY THE TAX DEPARTMENT OF A PUBLIC ACCOUNTING FIRM. PRIOR TO ELECTRONIC FILING, A COPY OF THIS FORM 990 IS PROVIDED TO AND DISCUSSED IN THE EXECUTIVE SESSION OF THE BOARD OF TRUSTEES. LINE 12C: ANNUALLY, THE CONFLICT OF INTEREST DISCLOSURE STATEMENT IS SENT OUT FOR COMPLETION BY THE MEMBERS OF THE BOARD OF TRUSTEES, SENIOR MEMBERS OF ADMINISTRATION AND RESEARCHERS. THE DESIGNATED OFFICIAL FOR EACH GROUP REVIEWS THE COMPLETED FORMS AND BRINGS ANY POTENTIAL CONFLICT OF INTEREST TO THE RESPECTIVE COMMITTEES FOR REVIEW. UPON DETERMINATION THAT A CONFLICT OF INTEREST EXISTS, THE FOLLOWING CONDITIONS OR RESTRICTIONS MAY BE IMPOSED: A. MONITORING OF ACTIVITIES GENERATING THE CONFLICT BY ANOTHER MEMBER; B. DISQUALIFICATION FROM PARTICIPATION IN THE ACTIVITIES GIVING RISE TO THE CONFLICT; C. MODIFICATION OF RESPONSIBILITIES TO AVOID CONFLICTS; D. PUBLIC DISCLOSURE OR DIVESTITURE OF SIGNIFICANT FINANCIAL INTERESTS; E. MODIFICATION OF THE RESEARCH PLAN OR REMOVAL OF THE AFFECTED RESEARCHER FROM THE RESEARCH; F. SEVERANCE OF RELATIONSHIP THAT CREATES ACTUAL OR POTENTIAL CONFLICTS; G. TERMINATION OF EMPLOYMENT. LINE 15A/B:A COMPREHENSIVE MARKET ASSESSMENT WAS COMPLETED IN APRIL 2022 BY AN OUTSIDE CONSULTANT TO PROVIDE THE COMPENSATION COMMITTEE OF THE SALK BOARD OF TRUSTEES DATA FOR THE SALK PRESIDENT AND VICE-PRESIDENT ROLES. SALK'S PRESIDENT MADE A RECOMMENDATION TO THE COMPENSATION COMMITTEE TO INCREASE THE SALARIES OF THE VICE-PRESIDENTS BASED ON THIS DATA. THE BOARD OF TRUSTEES CONSIDERED THIS INPUT AND APPROVED THE INCREASES AS SUBMITTED. THE COMPENSATION COMMITTEE APPROVED AN INCREASE FOR THE SALK PRESIDENT BASED ON THE MARKET ASSESSMENT. DOCUMENTATION OF THESE CHANGES IN INCLUDED IN THE MINUTES OF THE APRIL 15, 2022 MEETING. |
| DISCLOSURE | FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST, THE OFFICE OF THE CHIEF FINANCIAL OFFICER MAKES AVAILABLE TO THE PUBLIC THE INSTITUTE'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY. FINANCIAL STATEMENTS ARE AVAILABLE ON THE SALK WEBSITE. |
| OTHER CHANGES IN NET ASSETS | FORM 990, PART XI, LINE 9 POSTRETIREMENT BENEFIT CHANGES OTHER THAN NET PERIODIC BENEFIT COST - $1,247,016; CHANGE IN VALUE OF DEFERRED GIFTS $(839,231), AND ROUNDING $2. |
| COMPENSATION OF DIRECTORS | FORM 990, PART VII, DIRECTORS COMPENSATION - THE FOLLOWING INDIVIDUALS WERE COMPENSATED FOR THE FOLLOWING SERVICES AND NOT PAID AS TRUSTEES: FRED GAGE, PH.D. - PRESIDENT/PROFESSOR; JAN KARLSEDER, PH.D. - PROFESSOR; GERALD SHADEL, PH.D. - PROFESSOR; MARTYN GOULDING, PH.D. - PROFESSOR. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SALK INSTITUTE COMMERCIAL SERVICES CORP | ||||||||||||
| 10010 N TORREY PINES ROAD | LA JOLLA | CA | 920371002 | 232159172 | MGMT SERVICES | PA | SALK INSTITUTE | C | $4 | $41,134 | 1.00000 | Yes (true) |
| CHARITABLE REMAINDER TRUSTS (5) | ||||||||||||
| SUPPORT | CA | NA | TRUST | |||||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NONE | BusinessNameLine1Txt |
Comments