2023-06-27T21:30:24+00:00 2022-09-30 571157523 APRIO LLP 111 ROCKVILLE PIKE SUITE 600 Rockville MD 20850 990 2021-10-01 521317896 HENRY M JACKSON FOUNDATION FOR THE ADVANCEMENT OF MILITARY MEDICINE INC HENR 2406942000 6720A Rockledge Drive 100 Bethesda MD 20817 Corey Hastings Chief Financial Officer 2023-06-27 true Corey Hastings 999009999 STACY CULLEN P00974308 3012316200 2022-04-05 2021 2023-04-26 12:10:37Z Dr Joseph Caravalho 6720A Rockledge Drive 100 Bethesda MD 20817 562745102 false X www.hjf.org X 1983 MD WITH THE MISSION TO ADVANCE MILITARY MEDICINE, THE HENRY M. JACKSON FOUNDATION FOR THE ADVANCEMENT OF MILITARY MEDICINE, INC (HJF) IS A GLOBAL NONPROFIT ORGANIZATION PROVIDING INVESTIGATORS AND CLINICIANS SCIENTIFIC, ADMINISTRATIVE AND PROGRAM MANAGEMENT SERVICES. HJF SERVES AS A TRUSTED AND RESPONSIVE LINK BETWEEN THE MILITARY MEDICAL COMMUNITY, FEDERAL AND PRIVATE PARTNERS, AND THE MILLIONS OF AMERICAN SERVICE FAMILIES , VETERANS AND CIVILIANS WHO BENEFIT FROM THE MEDICAL RESEARCH ADVANCES THAT RESULT FROM THIS WORK. 11 11 2838 11 190482 190482 550168884 445768847 1853778 89746267 16104355 -7399534 1520582 2537006 569647599 530652586 0 0 249327302 245248298 0 431187 302858995 297264502 552186297 542512800 17461302 -11860214 269976711 242539483 113894607 98317593 156082104 144221890 HJF partners to advance military medicine for our nation's warfighters. As a global nonprofit organization authorized by Congress, HJF provides scientific, administrative and program management services to researchers and clinicians. HJF serves as a trusted link between the military medical community, federal and industry partners, and millions of American service families, veterans, and civilians who benefit from its important work. Our warfighters commit to serving the United States of America. HJF helps ensure that military medical innovations become products as quickly and safely as possible, to strengthen the health and well-being of these patriot's during and after their service. HJF efforts also support the adoption of advances in military medicine into the civilian sphere to benefit global public health. HJF is a diligent steward of funds from government awards, industry partnerships, and private donations all focused on the goal of advancing military medicine. false false 531124381 89126023 As trusted partners with military medical researchers, important HJF accomplishments include attracting, managing, and retaining highly qualified scientific staff to support the priorities of U.S. military medicine. Whether it is the senior scientist to lead major initiatives and work collaboratively with U.S. government scientists, or lab techs to perform ongoing research functions, HJF hired the best and brightest talent to accelerate innovations necessary to advance military medicine. HJF's work in FY2022 brought advances in battling the COVID-19 pandemic. HJF teams played a vital role in supporting research programs focused on COVID-19 vaccines and treatments since March 2020, based on decades of experience investigating infectious diseases worldwide. Other research initiatives widened HJF's reach across geographic regions, engaged new partners, resulted in patented technology, and strengthened collaborations across U.S. federal agencies, universities, non-governmental organizations, and private industry. Supported HJF Programs PEPFAR: Since 2005, HJF Medical Research International has implemented the U.S. President's Emergency Plan for AIDS Release (PEPFAR) HIV prevention, care and treatment services across four countries in Africa. In 2022, COVID vaccinations were given alongside a full slate of HIV programs. The One-Stop Shop model was convenient for patients to receive HIV counseling or preventative services as well as receive the COVID vaccination. Monkeypox Outreach and Training: The Walter Reed Institute of Research Emerging Infectious Diseases Branch, HJFMRI, U.S. Army Medical Research Directorate-Africa/Nigeria and collaborators in Nigeria completed monkeypox public outreach and sample collection training in 2022. The program provided comprehensive outbreak detection, case management, and public outreach training for 120 Nigerian human and animal healthcare workers. Prostate Cancer Research: In 2022, the Center for Prostate Disease Research at the Uniformed Services University of the Health Sciences developed a new approach to fighting prostate cancer. Researchers developed a potent new drug that could help treat a common type of prostate cancer that affects 50 to 65 percent of men. Creative Forces: HJF worked with a joint U.S. federal agency collaboration focused on creative arts therapies as a way of improving the health, wellness, and quality of life for military and veteran populations exposed to trauma as well as their families and caregivers. There are 12 Creative Forces sites located at DoD and VA medical treatment facilities across the United States that offer arts therapies through individual and group sessions delivered in-person as well as via telehealth. Hendra Virus Antibody Therapy: In Queensland, Australia, two people who were in close contact with a horse infected with the deadly Hendra virus were treated with an HJF-licensed antibody therapy, which is available for compassionate use. In FY22, HJF received more than 195 new awards, grants, agreements, or contracts in addition to the more than 13,850 it has administered since 1983. HJF had more than 1,100 active research protocols in process during FY22 across 17 countries, with approximately 3,000 teammates at sites on four continents. 2389516 Education accounts provided educational, training, and other approved initiatives related to advancing military medicine. Samples of projects funded through educational initiatives include the provisioning of textbooks, travel to medical conferences or courses, support for exams, and manuscript publication expenses. 1208697 Endowments delivered significant program services and support to the Uniformed Services University for the Health Sciences (USU), particularly for the School of Medicine and the clinical sciences Department of Surgery and Department of Dermatology. Programs include fellowship grants for graduate students studying military medicine at USU. HJF Fellowship Awards provide travel, education, and training support. 534722594 true true false false false false false false true true true false false true true false true false true true false false false true false false false false true false false false false false false false false false false false false true true true true false false true X 287 0 true 2838 true true true true JO KE MZ NI PE SF TI TZ TH false false false true true false false false false false false X 11 11 false false false false false false false true true false false true true true true true true true true true true CA CT FL HI IL MD MA NH NJ NM NY NC OH OR PA SC VA WA X Daryl Legrande 2406942000 6720A Rockledge Drive Suite 100 Bethesda MD 20817 ELDER GRANGER MD MG DIRECTOR 1.0 X 0 0 0 GAIL WILENSKY PhD DIRECTOR-CHAIRMAN 1.0 X 0 0 0 GENERAL JOHN JAY M PAXTON JR DIRECTOR 1.0 X 0 0 0 RONALD R BLANCK DO lTG USA DIRECTOR 1.0 X 0 0 0 SID ASHWORTH DIRECTOR 1.0 X 0 0 0 THE HONORABLE JOHN H DRESSENDORFER DIRECTOR through 06/30/2022 1.0 X 0 0 0 THE HONORABLE US CONGRESSMAN SCOTT DESJARLAIS EX OFFICIO DIRECTOR 1.0 X 0 0 0 THE HONORABLE US DEFENSE JOHNATHAN WOODSON MD MG USAR EX OFFICIO DIRECTOR 1.0 X 0 0 0 THE HONORABLE US REPRESENTATIVE SALUD CARBJAL EX OFFICIO DIRECTOR 1.0 X 0 0 0 THE HONORABLE US SENATOR JACK REED EX OFFICIO DIRECTOR 1.0 X 0 0 0 THE HONORABLE US SENATOR JAMES INHOFE EX OFFICIO DIRECTOR 1.0 X 0 0 0 THOMAS W WESTON JR DIRECTOR 1.0 X 0 0 0 WILLIAM ROBERTS DR EX OFFICIO DIRECTOR through 06/21/2022 1.0 X 0 0 0 CATHERINE CLARK SVP, GENERAL COUNSEL SECRETARY 48.0 X 316082 0 63018 COREY HASTINGS SVP, TREASURER AND CFO 52.0 X 370682 0 54145 CYNTHIA GILMAN SVP STRATEGIC INITIATIVES 51.0 X 319162 0 63091 ELIZABETH FOLK EVP & COO 46.0 X 438952 0 71806 JOSEPH CARAVALHO PRESIDENT/CEO 50.0 X 653773 0 62336 NADINE MALLOY SVP AND CHIEF HUMAN RESOURCES OFFICER 51.0 X 263940 0 39360 EDWARD BLOOM PROGAM MANAGER 4 41.0 X 309229 0 44141 JEFFREY HOOKE HEAD OF PATHOLOGY 40.0 X 336939 0 61637 MERLIN ROBB VP & CHIEF MEDICAL OFFICER 58.0 X 341184 0 75776 RODNEY R SWEETLAND CAMRIS PRESIDENT 40.0 X 338348 0 17787 SANDHYA VASAN VICE PRESIDENT, GLOBAL INFECTIOUS DISEASES RESEARCH 59.0 X 342480 0 56617 4030771 0 609714 595 false true false UNIVERSITY OF CALIFORNIA AT SAN FRANCISCO ACCOUNTING OFFICE EMF PO BOX 0897 SAN FRANCISCO CA 941430897 RESEARCH SERVICES 18434173 WINDBER RESEARCH INSTITUTE 600 SOMERSET AVENUE WINBER PA 15963 RESEARCH SERVICES 10269473 DUKE UNIVERSITY OFFICE OF SPONSORED PROGRAMS 2200 WEST MAIN STREET DURHAM NC 277054677 RESEARCH SERVICES 4040905 HARVARD MEDICAL SCHOOL 25 SHATTUCK STREET BOSTON MA 02115 RESEARCH SERVICES 2878182 UNIVERSITY OF CALIFORNIA SAN DIEGO 9500 GILMAN DRIVE MC0955 DISBURSEMENTS LA JOLLA CA 92020 RESEARCH SERVICES 2838027 219 608150 444762423 398274 445768847 CONTRACTS AND OTHER 541700 89746267 89126023 620244 0 0 0 0 89746267 146350 146350 2598209 2598209 0 0 24461004 32006888 -7545884 0 -7545884 190482 -7736366 24425 608150 85628 -61203 -61203 0 0 0 0 0 530652586 89126023 190482 -4432766 X 4051845 4051845 187054969 146278424 40616544 160001 11452259 8765875 2676796 9588 28641490 26033769 2581406 26315 14047735 10752524 3283450 11761 1434000 735984 698016 214652914 208776115 5876799 0 11447246 6668261 4778985 3934326 3527975 393158 13193 499688 261369 47831 190488 2551475 2551475 722372 155199 567173 Supplies 32543680 31094014 1445642 4024 General Services 20396984 5653643 14732685 10656 Equipment Services 3420198 3399211 20987 Utilities 1298895 910275 388602 18 4362724 81709956 -77352375 5143 542512800 534722594 7359019 431187 1663782 2646422 41875852 24153220 128765458 123342989 0 0 9648162 7969113 26700671 17501509 10935416 9199162 48842153 46813136 22762112 23721508 0 5483776 4693933 0 0 269976711 242539483 83051263 70559152 11231283 9453417 0 19612061 18305024 113894607 98317593 X 99310280 93492529 56771824 50729361 156082104 144221890 269976711 242539483 -11860214 0 X false true X true true true X 498047138 486912404 473027126 550186984 534894870 2543068522 0 0 498047138 486912404 473027126 550186984 534894870 2543068522 0 2543068522 3404433 3431947 2720296 1576139 2598209 13731024 103072 90498 146350 339920 0 0 0 0 0 0 2557139466 100706748 0.9945 0.9943 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 49221555 15840 -2558199 1446635 45232561 40099623 16665 11307923 2202656 49221555 41919980 14849 831961 2667167 40099623 49939296 14251 2648283 10681850 41919980 97586596 1503326 7778344 56812970 116000 49939296 0.0029 0.1865 0.8106 false false 6453714 6340257 113457 10791240 8561204 2230036 9455717 2600048 6855669 9199162 Alternative Funds - Equity 16919018 F Alternative Funds - Fixed Income 302001 F Alternative Funds - Real Assets 6500489 F 23721508 Deferred Rent 14725701 Other Payables 3579323 18305024 X Schedule D, Part V, Line 4 Intended uses of endowment funds HJF ENDOWMENT FUNDS SUPPORT U.S. MILITARY MEDICAL EDUCATION AND RESEARCH AT OTHER MILITARY MEDICAL INSTITUTIONS. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote UNDER ASC 740-10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, AN ORGANIZATION MUST RECOGNIZE THE TAX BENEFIT ASSOCIATED WITH TAX POSITIONS TAKEN FOR TAX RETURN PURPOSES WHEN IT IS MORE-LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINED. MANAGEMENT BELIEVES IT HAS NO MATERIAL UNCERTAIN TAX POSITIONS NOR ANY PENALTIES AND INTEREST TO BE ACCRUED FOR THE YEARS ENDED SEPTEMBER 30, 2022 AND 2021, AND, ACCORDINGLY, THERE IS NO LIABILITY FOR UNRECOGNIZED TAX BENEFITS. HJF IS STILL OPEN TO EXAMINATION BY TAXING AUTHORITIES FROM FISCAL YEAR 2019 FORWARD. East Asia and the Pacific 1 8 Program Services Scientific and Administrative Support for Medical Research 5026032 Europe (Including Iceland and Greenland) 1 1 Program Services Scientific and Administrative Support for Medical Research 139169 Middle East and North Africa 1 1 Program Services Scientific and Administrative Support for Medical Research 95386 Sub-Saharan Africa 5 608 Program Services Scientific and Administrative Support for Medical Research 73460926 8 618 0 0 8 618 78721513 0 78721513 true false true false false false Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements EAST ASIA AND THE PACIFIC-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; MIDDLE EAST AND NORTH AFRICA-Accrual; SUB-SAHARAN AFRICA-Accrual HHM DINNER 608150 583725 24425 19400 66228 0 0 608150 583725 24425 19400 66228 85628 -61203 X X X X false false false false false false false false false JOSEPH CARAVALHO PRESIDENT/CEO 521808 0 50000 0 81965 0 45500 0 16836 0 716109 0 0 0 ELIZABETH FOLK EVP & COO 367323 0 25800 0 45829 0 26000 0 45806 0 510758 0 0 0 COREY HASTINGS SVP, TREASURER AND CFO 323882 0 21500 0 25300 0 19500 0 34645 0 424827 0 0 0 CATHERINE CLARK SVP, GENERAL COUNSEL SECRETARY 280048 0 21500 0 14534 0 30400 0 32618 0 379100 0 0 0 CYNTHIA GILMAN SVP STRATEGIC INITIATIVES 255672 0 21500 0 41990 0 25000 0 38091 0 382253 0 0 0 NADINE MALLOY SVP AND CHIEF HUMAN RESOURCES OFFICER 240609 0 12900 0 10431 0 12072 0 27288 0 303300 0 0 0 MERLIN ROBB VP & CHIEF MEDICAL OFFICER 305255 0 17200 0 18729 0 44539 0 31237 0 416960 0 0 0 SANDHYA VASAN VICE PRESIDENT, GLOBAL INFECTIOUS DISEASES RESEARCH 278900 0 37200 0 26380 0 14322 0 42295 0 399097 0 0 0 JEFFREY HOOKE HEAD OF PATHOLOGY 320208 0 0 0 16731 0 14500 0 47137 0 398576 0 0 0 EDWARD BLOOM PROGAM MANAGER 4 171444 0 0 0 137785 0 26000 0 18141 0 353370 0 0 0 RODNEY R SWEETLAND CAMRIS PRESIDENT 306180 0 15000 0 17168 0 8844 0 8943 0 356135 0 0 0 Form 990, Part VI, Line 11b Review of form 990 by governing body HJF PROVIDES THE FORM 990 TO THE COUNCIL OF DIRECTORS AS A DRAFT COPY PRIOR TO FILING IT WITH THE IRS. THE COUNCIL PROVIDES ANY COMMENTS THAT ARE TAKEN INTO ACCOUNT FOR THE FINAL RETURN. Form 990, Part VI, Line 12c Conflict of interest policy THE COUNCIL OF DIRECTORS AND ALL EMPLOYEES MUST DISCLOSE ALL ACTUAL AND ANY APPARENT CONFLICTS OF INTEREST. TO COMPLY WITH THIS REQUIREMENT, ALL NEW EMPLOYEES EXECUTE A CONFLICT OF INTEREST DISCLOSURE FORM AS PART OF INITIAL IN-PROCESS. EMPLOYEES ALSO RECERTIFY THEIR CONFLICT OF INTEREST STATUS AT THE CONCLUSION OF THE ONLINE ETHICS TRAINING, WHICH IS COMPLETED BY ALL NEW HIRES. ADDITIONALLY, ALL BOARD MEMBERS AND EMPLOYEES UPDATE THEIR CONFLICT OF INTEREST STATUS ANNUALLY. DIRECTORS HAVE BEEN MADE AWARE OF THEIR OBLIGATION TO REPORT ANY ACTUAL OR PERCEIVED CONFLICTS. THE CONFLICT OF INTEREST UPDATES ARE REVIEWED BY THE ETHICS DEPARTMENT. WHEN APPROPRIATE, THE ETHICS DEPARTMENT WORKS WITH THE EMPLOYEE TO CREATE A MITIGATION PLAN THAT ADDRESSES THE PERCEIVED OR ACTUAL CONFLICT. ANY NEEDED RESTRICTIONS ARE TAILORED TO FIT THE SITUATION AND CAN INCLUDE FOR EXAMPLE, MODIFICATION OF WORK SCHEDULES AND RESTRICTING DECISION MAKING CAPACITY. MITIGATION PLANS ARE REVIEWED BY THE ETHICS OFFICER AND ARE SIGNED BY THE EMPLOYEE AND EMPLOYEE'S SUPERVISOR. Form 990, Part VI, Line 15a Process to establish compensation of top management official HJF UTILIZED A FULL COMPENSATION ANALYSIS PROVIDED BY AN OUTSIDE FIRM TO EVALUATE THE COMPENSATION OF OFFICERS AND KEY POSITIONS, COMPARING POSITIONS TO MARKET AND INDUSTRY COMPENSATION FOR SIMILAR POSITIONS. A FORMAL REVIEW OF SALARIES FOR SIX KEY POSITIONS INCLUDING CEO DETERMINED TO REREASONABLE. THE COMPENSATION SYSTEM IS A MARKET BASED SYSTEM WHICH POSITIONS ARE MARKET PRICED INITIALLY AND THEN MONITORED ANNUALLY BASED ON OVERALL MARKET FACTORS AND SURVEYS FROM INDUSTRY EXPERTS. Form 990, Part VI, Line 19 Required documents available to the public HJF's code of ethics, including conflict of interest information, and its financial statements are available on its website, www.hjf.org. Governing documents are available upon written request and the contact information to make requests is available on HJF's website. Form 990, Part IX, Line 11g Other Fees Other - Total Expense: XXX-XX-XXXX, Program Service Expense: XXX-XX-XXXX, Management and General Expenses: 5876799, Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; CAMRIS INTERNATIONAL LLC (52-2072031) 3 METRO PLAZA 16TH FLOOR BETHESDA MD 20814 GLOBAL HEALTH MD 39936883 12462853 HJF TOPSAIL PROFESSIONAL SAILS LLC (47-1398226) 3 METRO PLAZA 16TH FLOOR BETHESDA MD 20814 GLOBAL HEALTH DE 629460 1793855 HJF HJF MEDICAL RESEARCH INTERNATIONAL INC (52-2322791) 6720A ROCKLEDGE DRIVE SUITE 100 BETHESDA MD 20817 PROGRAM SERVICES MD 501(c)(3) 7 NA true HJF MEDICAL RESEARCH INTERNATIONAL LTD USUMA STREET MAITAMA ABUJA NI HEALTH RESEARCH NI HJF true false false false false false false false false false false false false false false false true false true true HJF Medical Research International P 63868941 FMV HJF Medical Research International R 45000000 FMV HJF Medical Research International S 57600000 FMV HJF Medical Research International LTD P 10781279 FMV HJF Medical Research International LTD R 8988229 FMV